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2023-09-14 Council Agenda Packet
Thursday, September 14, 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 9/14/2023 AP/MK 6-0 MA ABSENT AS AMENDED September 14, 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_jIlCXVg9RgyZGy90fdwnfA 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 September 14, 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 September 14, 2023City Council Meeting Agenda - Final 9:06 A.M. ROLL CALL Invocation by Pastor Franklin from Cornerstone Church Pledge of Allegiance to the Flag APPROVE AGENDA CEREMONIAL PRESENTATIONS ID 23-1293 Proclamation for “National Voter Registration Day” Sponsors:Council President Maxwell ID 23-1324 Proclamation “Valley Animal Center’s Dr. James W. Thornton Dog Park” Sponsors:Council President Maxwell ID 23-1213 Proclamation “Captain Anthony Martinez Day” Sponsors:Councilmember Karbassi ID 23-1294 Proclamation for “Hispanic Heritage Month” Sponsors:Vice President Perea COUNCILMEMBER REPORTS AND COMMENTS MAYOR/MANAGER REPORTS AND COMMENTS CITY CLERK AND CITY ATTORNEY REPORTS AND COMMENTS UNSCHEDULED COMMUNICATION ID 23-1420 Public Comment Packet Emails Sponsors:Office of the City Clerk PLEASE NOTE: UNSCHEDULED COMMUNICATION IS NOT SCHEDULED FOR A SPECIFIC TIME AND MAY BE HEARD ANY TIME DURING THE MEETING 1. CONSENT CALENDAR 1.-A.ID 23-1321 Approval of Minutes for August 24, 2023, Regular Meeting. Sponsors:Office of the City Clerk Page 4 City of Fresno ***Subject to Mayoral Veto September 14, 2023City Council Meeting Agenda - Final 1.-B.ID 23-1327 Approve acceptance of 2022 Fire Prevention & Safety (FP&S) Grant Award in the amount of $98,653, requiring a City match of $4,697.77. 1. ***RESOLUTION - Authorizing the acceptance of the 2022 Fire Prevention & Safety (FP&S) Grant and authorizing the completion and submission of all required documents (Subject to Mayor’s veto). Sponsors:Fire Department 1.-C.ID 23-1306 Actions pertaining to the award of five Requirements Contracts for equipment and vehicle rentals for various departments on an as needed basis in the total aggregate amount of $1,250,000 per year plus annual CPI increases to (Bid File 9673): 1. Enterprise Fleet Management of Fresno, California through April 18, 2026, with one optional one-year extension 2. Caterpillar, Inc. of Fresno, California through August 27, 2024, with one optional one-year extension 3. Altec Inc. dba Global Rental Inc. of Bakersfield, California through August 27, 2024, with one optional one-year extension 4. Sunbelt Rentals Inc. of Fowler, California through August 27, 2024, with one optional one-year extension 5. United Rentals (North America) Inc. of Fresno, California through August 27, 2024, with one optional one-year extension Sponsors:General Services Department 1.-D.ID 23-1307 Actions pertaining to the award of six Requirements Contracts for the purchase of aftermarket vehicle parts and supplies in the total aggregate amount of $1,000,000 per year plus annual CPI increases to (Bid Files 9671 & 9672): 1. Genuine Parts Company dba NAPA Auto Parts, of Fresno, through May 19, 2025, with one optional one-year extension 2. Jasper Holdings, Inc., of Visalia, California through May 19, 2025, with one optional one-year extension 3. O’Reilly Auto Enterprises dba O’Reilly Auto Parts, of Fresno, California through May 19, 2025, with one optional one-year extension 4. Elliott Auto Supply Co. Inc. dba Factory Motor Parts, of Fresno, California through December 14, 2024, with one optional one-year extension 5. Ford Motor Company, of Fresno, California through December 14, 2024, with one optional one-year extension 6. General Motors LLC, of Fresno, California through December 14, 2024, with one optional one-year extension Sponsors:General Services Department Page 5 City of Fresno ***Subject to Mayoral Veto September 14, 2023City Council Meeting Agenda - Final 1.-E.ID 23-1312 Approve the award of a Requirements Contract to E .J. Ward, Inc., of San Antonio, Texas for one year with one optional one -year extension for the purchase of vehicle fueling and monitoring equipment, in the amount of $200,000 per year plus annual CPI increases. (Bid File 9674) Sponsors:General Services Department 1.-F.ID 23-1313 Award a requirements contract for street sweeper brooms and brushes to United Rotary Brush Corporation of Lenexa, Kansas, for four years, with three one-year optional extensions, for a total seven -year contract amount of $2,262,817 plus annual CPI adjustments (Bid File 12302516) Sponsors:General Services Department 1.-G.ID 23-1314 Approve the award of a purchase contract to Elk Grove Dodge of Elk Grove, California, for the purchase of 78 Dodge Durango marked patrol vehicles in the amount of $3,676,998 for the Police Department and Airports Department (Bid File 12400501) Sponsors:General Services Department 1.-H.ID 23-1322 Approve the award of a purchase contract to Swanson Fahrney Ford, of Selma, California, for the purchase of 56 Ford F-150 trucks for Department of Public Utilities, Department of Public Works, Airports Department, Fire Department, Police Department, PARCS Department, General Services Department, and Animal Center in the amount of $2,388,274 (Bid File 12400368) Sponsors:General Services Department Page 6 City of Fresno ***Subject to Mayoral Veto September 14, 2023City Council Meeting Agenda - Final 1.-I.ID 23-1315 Actions pertaining to acceptance of grant funding from the Fresno-Madera Area Agency on Aging (FMAAA) (Districts 1, 2, 3, 5, and 7): 1. ***RESOLUTION - Approving a one-year agreement between the City of Fresno (City) and FMAAA in the amount of $124,000 for the Senior Hot Meals Program at six community centers and authorizing the City Manager or designee to execute the agreement and all related documents with FMAAA (Subject to Mayor’s Veto) 2. *** RESOLUTION - Adopting the 12th Amendment to the Annual Appropriation Resolution No. 2023-185 to allocate $124,000 for the Fresno-Madera Area Agency On Aging Agreement in the PARCS Department for Senior Hot Meals Programming. (Requires 5 Affirmative Votes) (Subject to Mayor’s Veto) Sponsors:Parks, After School and Recreation and Community Services Department 1.-J.ID 23-1326 ***RESOLUTION - Adopt the Second Amendment to Fiscal Year 2024 Salary Resolution No. 2023-183, amending Exhibit 3, Unit 3, Non-Supervisory White Collar (FCEA), to adjust the A Step of the Emergency Services Dispatcher II classification from $5,405 to $5,410 monthly and amending Exhibit 13-1, Unit 13, Exempt Supervisory and Professional (CFPEA) by increasing the Chief Surveyor monthly salary step plan range from $9,861 - $11,966 to $11,353 - $13,800 (Subject to Mayor’s Veto) Sponsors:Personnel Services Department 1.-K.ID 23-1288 Actions pertaining to homeless street outreach, assessment and mobile shower operations agreements provided under the Homeless Housing, Assistance, and Prevention (HHAP) program (Bid File 12302683): 1. Approve an Agreement for one-year with one optional one-year extension with Poverello House to conduct homeless street outreach and assessment in the annual amount of $379,738.00. 2. Approve an Agreement for one-year with one optional one-year extension with Gracebound to operate mobile shower trailers in the annual amount of $300,000.00. Sponsors:Planning and Development Department 1.-L.ID 23-1297 ***BILL B-31 (Intro’d August 24, 2023) (For Adoption) -Amending Article 17, Chapter 9, Sections 9-1702 9-1704, 9-1706, 9-1707, 9-1708, 9-1709, 9-1711, 9-1712 and 9-1713 of the Fresno Municipal Page 7 City of Fresno ***Subject to Mayoral Veto September 14, 2023City Council Meeting Agenda - Final Code as it relates to police department dispatching of tow trucks . (Subject to Mayor’s Veto) Sponsors:Police Department 1.-M.ID 23-1310 ***RESOLUTION - Authorizing the submittal of application (s) for all CalRecycle grants and payment programs for which the City of Fresno is eligible (Citywide). (Subject to Mayor’s Veto) Sponsors:Department of Public Utilities 1.-N.ID 23-1287 Actions pertaining to the Requirements Contract to Furnish and Install Permanent Asphalt Concrete Pavement Repairs. (Bid File 12302384) (Citywide): 1.Adopt a finding of Categorical Exemption per staff determination pursuant to the California Environmental Quality Act (CEQA) Guidelines Sections 15301(b) and (d), Class 1 (Existing Facilities) and 15302(c), Class 2 (Replacement and Reconstruction) 2.***RESOLUTION - Adopting the 9th Amendment to the Annual Appropriation Resolution (AAR) No. 2023-185 appropriating $960,000 for the Requirements Contract to Furnish and Install Permanent Asphalt Concrete Pavement Repairs (Requires 5 Affirmative Votes) (Subject to Mayor’s Veto). 3.Award a construction contract to Dawson -Mauldin LLC., in the amount of $1,537,300. Sponsors:Department of Public Utilities Page 8 City of Fresno ***Subject to Mayoral Veto September 14, 2023City Council Meeting Agenda - Final 1.-O.ID 23-1154 Approve a consultant services agreement with Southwest Strategies, LLC, for an amount not to exceed $299,744 for professional education and outreach services for City of Fresno residential food waste education and outreach program (Bid File 12301817) (Citywide) Sponsors:Department of Public Utilities 1.-P.ID 23-1298 Actions pertaining to the summary vacation of a portion of a public street easement at the southeast corner of East Shaw Avenue and North Fresno Street (Council District 4): 1. Adopt a finding of Categorical Exemption per Environmental Assessment Number D-17-120 per staff determination, pursuant to Section 15332 Class 32 of the California Environmental Quality Act (CEQA) Guidelines 2. ***RESOLUTION - Ordering the summary vacation of a portion of a public street easement at the southeast corner of East Shaw Avenue and North Fresno Street Sponsors:Public Works Department 1.-Q.ID 23-1302 Approve a Third Amendment to the Consultant Service Agreement with SWCA Environmental Consultants, of San Luis Obispo, California in the amount of $18,426 to provide additional environmental and technical memoranda services for the Ashlan Avenue Widening Project, for a total contract value of $87,334 (Council District 1) Sponsors:Capital Projects Department and Public Works Department 1.-R.ID 23-1337 Actions pertaining to the New Fire Station 10 Project (Council District 7): 1. ***RESOLUTION - Adopting the 14th Amendment of the Annual Appropriation Resolution (AAR) No. 2023-185 appropriating $756,700 in order to enter into a professional engineering services agreement with The Taylor Group Architects for design and construction services for permanent Fire Station 10 and to fund related City staff costs (Requires 5 Affirmative Votes) (Subject to Mayor’s Veto) 2. Approve an agreement for Professional Engineering Services with The Taylor Group Architects of Clovis, CA for $865,000, with a $80,000 contingency, for design and construction support services for the new Fire Station 10 Sponsors:Capital Projects Department and Fire Department 1.-S.ID 23-1304 Approval of a Product Purchase Utilizing a Washington Statewide Contract with Gillig LLC. for Twelve (12) 40’ Low Floor CNG buses in the amount of $11,020,284. Sponsors:Department of Transportation Page 9 City of Fresno ***Subject to Mayoral Veto September 14, 2023City Council Meeting Agenda - Final 1.-T.ID 23-1296 ***BILL B-32 (Intro’d September 14, 2023) (For Adoption) Adding Section 9-110 to Chapter 9 of the Fresno Municipal Code, Adding the Infectious Disease Lab Accountability and Transparency Ordinance. (Subject to Mayor’s Veto) Sponsors:Councilmember Bredefeld, Councilmember Arias and Councilmember Esparza 1.-U.ID 23-1285 ***Bill B-27 (Intro’d August 10, 2023) (For adoption) - Amending Sections 3-616, 7-1510, 9-234 and 9-915 of the Fresno Municipal Code, relating to human rights, including protections against discrimination based on an individual’s caste and indigeneity (Subject to Mayor’s Veto) Sponsors:Councilmember Arias, Councilmember Karbassi and Vice President Perea CONTESTED CONSENT CALENDAR 2. SCHEDULED COUNCIL HEARINGS AND MATTERS 10:05 A.M. ID 23-1246 Actions pertaining to funding provided by the U.S. Department of Housing and Community Development Office of Community Planning and Development (HUD CPD): 1. HEARING to obtain public comments regarding Substantial Amendment 2023-01 to the 2023-2024 Annual Action Plan and submission of a $20 million Section 108 Loan Application to the United States Department of Housing and Urban Development (HUD) for the development of a Senior Activity Center, located at 4343 North Blackstone Avenue 2. ***RESOLUTION - Adopting Substantial Amendment 2023-01 to the Fiscal Year (FY) 2023-2024 Annual Action Plan; authorizing submission to the U.S. Department of Housing and Urban Development (HUD) to apply for a $20 million Section 108 Loan for the development of a Senior Activity Center; and authorizing the City Manager or designee to sign all necessary implementing documents required by HUD (Subject to Mayor’s veto) Sponsors:Planning and Development Department 10:10 A.M. ID 23-1247 Actions pertaining to the Program Year (PY) 2022 Consolidated Page 10 City of Fresno ***Subject to Mayoral Veto September 14, 2023City Council Meeting Agenda - Final Annual Performance Evaluation Report (CAPER) for U.S. Department of Housing and Urban Development (HUD) Community Planning and Development (CPD) programs: 1.HEARING to obtain public comments regarding the PY 2022 CAPER; and 2.Adopt PY 2022 CAPER and authorize submission to the U .S. Department of Housing and Urban Development (HUD). Sponsors:Planning and Development Department 10:25 A.M. #1 ID 23-1276 Consideration of an appeal filed regarding Vesting Tentative Tract Map No. 6366, Planned Development Permit Application No . P22-04877, and related Environmental Assessment No . T-6366/P22-04877 for approximately 7.94 acres of property located on the west side of North Bliss Avenue between East Shields and East Princeton Avenues (Council District 7). 1.ADOPT Environmental Assessment No. T-6366/P22-04877 dated July 12, 2023, an Addendum to Environmental Assessment No. P22-01202, in accordance with Section 15164 of the California Environmental Quality Act (CEQA) Guidelines. 2.DENY the appeal and UPHOLD the action of the Planning Commission in the approval of Vesting Tentative Tract Map No . 6366 proposing to subdivide approximately 7.94 acres of the subject property into a 71-lot single-family residential development subject to the following: a.Development shall take place in accordance with the Conditions of Approval for Vesting Tentative Tract Map No. 6366 dated August 2, 2023. 3.DENY the appeal and UPHOLD the action of the Planning Commission in the approval of Planned Development Permit Application No. P22-04877 proposing to modify the RS -5 (Single-Family Residential, Medium Density) zone district development standards to allow for a reduction in the garage setback, rear yard setback, garage to fa çade setback, minimum lot size, minimum lot depth, an increase in maximum lot coverage, and gated private streets subject to the following: a.Development shall take place in accordance with the Conditions of Approval for Planned Development Permit Application No. P22-04877 dated August 2, 2023. Sponsors:Planning and Development Department 10:25 A.M. #2 Page 11 City of Fresno ***Subject to Mayoral Veto September 14, 2023City Council Meeting Agenda - Final ID 23-1271 Hearing to consider adoption of resolutions related to the designation of properties to the Local Register of Historic Resources and adoption of findings necessary to support recommendation pursuant to FMC 12-1609 1. ***RESOLUTION - A Resolution of the City Council of the City of Fresno, California, designating the Dr. Earl R. Meyers Sr. & Mrs. Mattie B. Meyers Fresno Street Medical Arts Center located at 444 Fresno Street, Fresno California to the Local Register of Historic Resources (Council District 3) (Subject to Mayor’s veto). Sponsors:Planning and Development Department 3. GENERAL ADMINISTRATION 3.-A.ID 23-1309 Actions related to the Second Amendment to Commercial Solid Waste Franchise Agreements with Allied Waste Services of North America dba Republic Services of Fresno, LLC, and Mid-Valley Disposal, LLC, to comply with Senate Bill 1383 Short-Lived Climate Pollutants (Citywide) 1. RESOLUTION - Adopting findings pursuant to California Environmental Quality Act Guidelines Sections 15091 and 15093 as required for Responsible Agencies by the California Environmental Quality Act Guidelines Section 15096 for SB 1383 Regulations Short-Lived Climate Pollutants: Organic Waste Methane Emission Reduction 2. Approve the Second Amendment to the Commercial Solid Waste Franchise Agreement with Allied Waste Services of North America dba Republic Services of Fresno, LLC, to add Organic Waste Reductions requirements and to extend the term of the agreement by five years to November 30, 2036 3. Approve the Second Amendment to the Commercial Solid Waste Franchise Agreement with Mid-Valley Disposal, LLC, to add Organic Waste Reductions requirements and to extend the term of the agreement by five years to November 30, 2036 Sponsors:Department of Public Utilities 3.-B.ID 23-1153 Actions pertaining to the creation of the Animal Center Department within the City of Fresno 1. ***RESOLUTON - Creating the Animal Center Department within the City of Fresno (Subject to Mayor's Veto) 2. ***RESOLUTION - Adopting the 8th Amendment to the Annual Appropriations Resolution (AAR) No. 2023-185 reclassifying $6,741,400 from the General City Purpose Department to the new Animal Center Department (Requires 5 Affirmative Votes) (Subject to Mayor's Veto) Page 12 City of Fresno ***Subject to Mayoral Veto September 14, 2023City Council Meeting Agenda - Final 3. ***RESOLUTION - Adopt the Second Amendment to the Position Authorization Resolution (PAR) No. 2023-184 adding 75 positions and transferring 2 positions from the General City Purpose Department to the Animal Center Department (Subject to Mayor's Veto) 4. ***RESOLUTION - Adopt the Third Amendment to the FY 2024 Salary Resolution No. 2023-183, amending Exhibit 3, Unit 3, Non-Supervisory White Collar (FCEA), by adding the new classification of Animal Resource Officer I, Animal Resource Officer II and Senior Animal Resource Officer and providing a monthly salary step plan range. (Subject to Mayor's Veto). Sponsors:Office of Mayor & City Manager 4. CITY COUNCIL 5. CLOSED SESSION 5.-A.ID 23-1325 CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION Government Code Section 54956.9, subdivision (d)(1) HAVEN #20, LLC v. City of Fresno; Fresno Superior Court Case No.: 22CECG00238 Sponsors:City Attorney's Office 5.-B.ID 23-1341 CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION Government Code Section 54956.9, subdivision (d)(1) City of Fresno v. Pinedale County Water District; Kings County Superior Court Case No.: 18C-0051 Sponsors:City Attorney's Office 5.-C.ID 23-1340 CONFERENCE WITH LEGAL COUNSEL - ANTICIPATED LITIGATION Government Code Section 54956.9, subdivision (d)(4): 1 potential case Sponsors:City Attorney's Office ADJOURNMENT UPCOMING SCHEDULED COUNCIL HEARINGS AND MATTERS SEPTEMBER 28, 2023 10:05 A.M. - Actions pertaining to the acquisition of fee interest and a permanent Page 13 City of Fresno ***Subject to Mayoral Veto September 14, 2023City Council Meeting Agenda - Final street easement and right of way for the construction of a storm drain pipeline between Armstrong Avenue and Laverne Avenue (Council District 7) 10:10 A.M. - Hearing to consider Text Amendment Application No. P23-02443 and related Environmental Finding pertaining to acceptance of subdivision Improvements (all Council Districts) UPCOMING EMPLOYEE CEREMONIES EMPLOYEE OF THE QUARTER - 9:00 A.M. • October 18, 2023 (Wednesday) - Employee of the Fall Quarter EMPLOYEE SERVICE AWARDS - 10:00 A.M. • November 15, 2023 (Wednesday) - Employee Service Awards 2023 CITY COUNCIL MEETING SCHEDULE September 28, 2023 - 9:00 A.M. October 5, 2023- 9:00 A.M. October 19, 2023 - 9:00 A.M. November 2, 2023 - 9:00 A.M. November 16, 2023 - 9:00 A.M. December 7, 2023 - 9:00 A.M. December 14, 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 23-1293 Agenda Date:9/14/2023 Agenda #: CEREMONIAL PRESENTATION Proclamation for “National Voter Registration Day” City of Fresno Printed on 9/18/2023Page 1 of 1 powered by Legistar™ 9/14/2023 PRESENTED CITY OF FRESNO ___________________________________________ __________________________________________ JERRY P. DYER, Honorable Mayor TYLER MAXWELL, Council President ____________________________________________ __________________________________________ ANNALISA PEREA, Council Vice President MIKE KARBASSI, Councilmember, District 2 ____________________________________________ __________________________________________ MIGUEL ARIAS, Councilmember, District 3 LUIS CHAVEZ, Councilmember, District 5 ____________________________________________ __________________________________________ GARRY BREDEFELD, Councilmember, District 6 NELSON ESPARZA, Councilmember, District 7 byy|vx Éy VÉâÇv|Ä cÜxá|wxÇà gçÄxÜ `tåãxÄÄ Hereby Recognizes: _xtzâx Éy jÉÅxÇ iÉàxÜá WHEREAS, The National Voter Registration Day is September 19th, 2023, and California High School Voter Education week is September 18th through September 29th, 2023; and WHEREAS, The Fresno County Clerk and California Secretary of State are committed to strengthening democracy by encouraging voter registration and increasing participation in all elections by all eligible Californians; and WHEREAS, There are over 260,000 active registered voters in the City of Fresno and up to 50,000 more un-registered but eligible persons within the City; and WHEREAS, 16- and 17-year-olds can now pre-register to vote and automatically become active voters when they turn 18. Pre-registration has been shown to increase the likelihood of participation once the pre-registrant turns 18; and WHEREAS, Young people are instrumental in shaping our democracy through their roles in electing leaders and articulating perspectives on critical issues. They are actively encouraged to partake in democratic processes, including civics education, voter outreach initiatives, serving as student polling officials, and encouraging their friends, families, and communities to register and vote in elections; and WHEREAS, The Fresno County Clerk/Registrar of Voters and the Secretary of State's websites provide information for easy online voter registration for all eligible individuals, as well as the ability to verify one's registration status and information. NOW, THEREFORE BE IT RESOLVED, that we, Mayor Jerry P. Dyer, and the Fresno City Council, do hereby proclaim the 19th day of September 2023 as: atà|ÉÇtÄ iÉàxÜ exz|áàÜtà|ÉÇ Wtç 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 14th day of September of the Year Two Thousand and Twenty-Three. City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1324 Agenda Date:9/14/2023 Agenda #: CEREMONIAL PRESENTATION Proclamation “Valley Animal Center’s Dr. James W. Thornton Dog Park” City of Fresno Printed on 9/18/2023Page 1 of 1 powered by Legistar™ 9/14/2023 PRESENTED CITY OF FRESNO ____________________________________________ __________________________________________ JERRY P. DYER, Honorable Mayor TYLER MAXWELL, Council President _____________________________________________ __________________________________________ ANNALISA PEREA, Council Vice President MIKE KARBASSI, Councilmember, District 2 _____________________________________________ __________________________________________ MIGUEL ARIAS, Councilmember, District 3 LUIS CHAVEZ, Councilmember, District 5 _____________________________________________ __________________________________________ GARRY BREDEFELD, Councilmember, District 6 NELSON ESPARZA, Councilmember, District 7 byy|vx Éy VÉâÇv|Ä cÜxá|wxÇà gçÄxÜ `tåãxÄÄ Hereby Recognizes: itÄÄxç TÇ|ÅtÄ VxÇàxÜËá WÜA ]tÅxá jA g{ÉÜÇàÉÇ WÉz ctÜ~ DCà{ lxtÜ TÇÇ|äxÜátÜç WHEREAS, The Valley Animal Center’s Dr. James W. Thorton Dog Park is a membership- based dog park where members can bring their dogs to play, socialize, and have fun; and WHEREAS, The Dr. James W. Thornton Dog Park officially opened on September 7, 2013, and this year is celebrating its 10th Year anniversary. Today, the park serves dog owners throughout Fresno and offers – daily, monthly, and annual memberships; and WHEREAS, The Dr. James W. Thornton Dog Park is a no-breed restricted dog park that features amenities such as a 2,000-gallon canine wading spool, an agility course, and a canine-specific grass landscape to optimize the amount of exercise and socialization between canine friends; and WHEREAS, All staff at Valley Animal Center take pride in the Dr. James W. Thornton Dog Park, as it is regarded as one of the safest dog parks in the Central Valley. The park promotes responsible pet ownership through safety precautions such as requiring up- to-date vaccinations, requiring canines to be spayed or neutered, and a temperament check canines must pass; and WHEREAS, The Dr. James W. Thornton Dog Park also serves as a venue to host fundraising events throughout the year to raise funds for the Valley Animal Center operations to best serve the non-profit organization’s mission to unite dogs and cats with loving people; and WHEREAS, The Dr. James W. Thornton Dog Park contributes greatly to the Valley Animal Center’s vision as a resource for the health and well-being of companion animals. NOW, THEREFORE BE IT RESOLVED, that we, Mayor Jerry P. Dyer, and the Fresno City Council, do hereby proclaim September 14, 2023, in the City of Fresno as: ÂWÜA ]tÅxá jA g{ÉÜÇàÉÇ WÉz ctÜ~ WtçÊ 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 14th day of September of the Year Two Thousand and Twenty-Three. City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1213 Agenda Date:9/14/2023 Agenda #: Nda CEREMONIAL PRESENTATION Proclamation “Captain Anthony Martinez Day” City of Fresno Printed on 9/18/2023Page 1 of 1 powered by Legistar™ 9/14/2023 PRESENTED CITY OF FRESNO byy|vx Éy VÉâÇv|ÄÅxÅuxÜ `|~x ^tÜutáá| WHEREAS, Captain Anthony Martinez started his career in Law Enforcement with the Selma Police Department in 1990 and lateraled to the Fresno Police Department in July of 1996. He worked a variety of assignments, including as a Problem Oriented Policing Officer and a Narcotics Detective. In October of 2001, he was promoted to the rank of Sergeant. Captain Martinez then worked as a supervisor in patrol, supervised a Problem Oriented Policing Team, and was assigned as an Internal Affairs Investigator; and WHEREAS, In March of 2006, Captain Martinez was promoted to the rank of Lieutenant and served as the Multi-Agency Gang Enforcement Consortium (MAGEC) Metro Commander and served as an Acting Captain-Southwest District Commander, Internal Affairs (IA) Commander, Public Information Officer (PIO), and Patrol Commander. In October of 2016, Captain Martinez was promoted to the rank of Captain; and WHEREAS, Currently, Captain Martinez is the Support Division’s Community Relations Commander, representing the Chief of Police at both City Government and community meetings after previously serving as both the Southeast and Northwest District Commander. Captain Martinez has an outstanding ability to connect and build relationships of trust with members of our community. His compassion, love for the community, and hard work have made him one of the most successful Captains at the Fresno Police Department; and WHEREAS, Captain Martinez has a Bachelor of Arts Degree in Public Administration, a Minor in Criminology, and a Master of Arts Degree in Public Administration from California State University, Fresno. In June 2022, Anthony attended and graduated from the FBI National Academy. In June 2023, he was awarded one of the first-ever Lexipol Public Safety Fellowships by Renee and Gordon Graham. Also in June 2023, Captain Martinez was awarded Lifetime membership in Lions Club International for more than 25 years of dedicated community service through Lions Club International. In August 2023, Captain Martinez was awarded a Master of Public Safety degree from the University of Virginia; and WHEREAS, Captain Martinez has been married for 39 years to the Love of his life and best friend, Sandy. They have two daughters, Toni and Tressa, and have been blessed with three grandchildren, Colton, Catalina, and Billy Ray; and WHEREAS, We thank Captain Martinez for his devoted service to Northwest Fresno, and we look forward to continuing to have him serve our Fresno police force. NOW, THEREFORE BE IT RESOLVED, that we Mayor Jerry Dyer and the Fresno City Council recognize the sacrifices and decades of service to the City of Fresno, and do hereby honor: “Captain Anthony Martinez” in the City of Fresno. IN WITNESS WHEREOF, we have hereunto set our hands and affixed the seal of the City of Fresno, California, this 14th day of September 2023. _____________________________________________ __________________________________________ JERRY P. DYER, Honorable Mayor MIKE KARBASSI , Councilmember District 2 _____________________________________________ __________________________________________ TYLER MAXWELL, Council President ANNALISA PEREA, Council Vice President _____________________________________________ __________________________________________ MIGUEL ARIAS, Councilmember District 3 LUIS CHAVEZ, Councilmember District 5 _____________________________________________ __________________________________________ GARRY BREDEFELD, Councilmember District 6 NELSON ESPARZA, Councilmember District 7 City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1294 Agenda Date:9/14/2023 Agenda #: CEREMONIAL PRESENTATION Proclamation for “Hispanic Heritage Month” City of Fresno Printed on 9/18/2023Page 1 of 1 powered by Legistar™ 9/14/2023 PRESENTED MAYOR DYER HAS BEEN ADDED AS A CO-SPONSOR. CITY OF FRESNO Office of Mayor Jerry P. Dyer and Council Vice President Annalisa Perea WHEREAS, Hispanic Heritage Month is a national celebration held annually from September 15th to October 15th where we recognize and celebrate the history, culture, and contributions made by Hispanic and Latino Americans in the United States; and WHEREAS, the commencement date of September 15th is significant because it marks the anniversary of Independence for Costa Rica, El Salvador, Guatemala, Honduras, and Nicaragua followed by the Independence of Mexico on September 16th the independence of Chile on September 18th, and the independence of Belize on September 21st; and WHEREAS, the City of Fresno takes great pride in its rich diversity of cultures and the contributions made by its residents in shaping our history and strengthening our future; and WHEREAS, our American Latino community have made significant contributions to the United States and play an important role in the cultural, economic, and social fabric of the City of Fresno and Central California; and WHEREAS, Latinos are a majority of the City of Fresno’s population and comprise over 50% of the population in Fresno County; and the City of Fresno is home to several Hispanic-Serving Institutions of higher education including California State University – Fresno, Fresno Pacific University, and the State Center Community College District; and WHEREAS, our Hispanic and Latinos of all generations and recent immigrants continue to make great contributions and have a profound influence through their strong commitment to family, faith, hard work and service. We appreciate the partnership of the Consulate of Mexico in Fresno, California as they work tirelessly to ensure that Mexican Citizens and children of Mexican Citizens have the resources necessary to improve their quality of life in our great City of Fresno and surrounding areas. NOW, THEREFORE, BE IT RESOLVED, that we, Council Vice President Annalisa Perea, Mayor Jerry P. Dyer, and the Fresno City Councilmembers, do hereby recognize September 15th through October 15th as: “Hispanic Heritage 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 14th day of September 2023. __________________________________________ JERRY P. DYER, Honorable Mayor __________________________________________ TYLER MAXWELL, Council President District 4 __________________________________________ GARRY BREDEFELD, Councilmember District 6 __________________________________________ NELSON ESPARZA, Councilmember District 7 __________________________________________ ANNALISA PEREA, Council Vice President District 1 __________________________________________ MIKE KARBASSI, Councilmember District 2 __________________________________________ MIGUEL ARIAS, Councilmember District 3 __________________________________________ LUIS CHAVEZ, Councilmember District 5 City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1420 Agenda Date:9/14/2023 Agenda #: REPORT TO THE CITY COUNCIL FROM:TODD STERMER, City Clerk Office of the City Clerk SUBJECT Public Comment Packet Emails Attachment: Public Comment Packet City of Fresno Printed on 9/25/2023Page 1 of 1 powered by Legistar™ 9/14/2023 DISTRIBUTED 2 Sincerely, Ben Granholm INVEST Fresno A-Plus Signs Betts Company Cedar Avenue Recycling & Transfer Station Central Valley Business Federation Central Valley Training Center, Inc. Don Pickett & Associates Fowler Packing Fresno Chamber of Commerce Fulton HCI Systems, Inc. Newmark Pearson Commercial North Pointe Business Park PARC Environmental Pickett Solar Precision Civil Engineering, Inc. Producers Dairy VEI Logistics cc: Mayor Jerry Dyer Fresno City Council From:Clerk To:Clerk Agendas Cc:Clerk Subject:FW: SEDA/EIR - Public Comment/Oppose Date:Monday, August 28, 2023 8:25:05 AM Attachments:Oppose City of Fresno Annexation 07.24.2023.docx From: Sent: Sunday, August 27, 2023 3:43 PM Subject: SEDA/EIR - Public Comment/Oppose External Email: Use caution with links and attachments Please see my attached public comment for the item related to the EIR report that will go before City Counsel as it relates to SEDA. As I mention, please let me know if there are any costs associated with information requested in my letter BEFORE you provide so I may approve charges. Thank you. Natalie Ortiz August 24, 2023 , Planner City of Fresno, City Clerk Fresno City Council, Chairman and Council Members 2600 Fresno Street, Third Floor Fresno, CA 93721 OPPOSE LETTER – EIR AND EDA/PROPOSED LAND USE/ANNEXATION/ BY THE CITY OF FRESNO Dear Chairman, Council Members, City Clerk, and Ms. Asadoorian: Please accept this letter as our opposition to the City of Fresno’s EIR report and the SEDA development, annexation, proposed land use and the map thereto, which is an item that is expected to go before the City Council in or about October 2023. Our specific property/land sits next to what is known as the Briggs Canal. It is our understanding that water in the Briggs comes from the Kings River. This water is what irrigates properties for the food that you and I to eat and serves a greater purpose. It is serviced and maintained by Fresno Irrigation District (FID). The District’s web page, under About Us, states as follows: The FID is a leader in California water, serving over 200,000 acres of prime agricultural farmland … Farmland sitting next to or that abuts a water structure such as ours is rare in Fresno County and not easily attainable. With our property adjacent to Briggs, it is irrecoverable and we would suffer a great loss. Therefore, we oppose the redevelopment and conversion of prime farmland to serve a purpose as Flexible Research and Development, which by the City’s definition means no residential uses will not be allowed. That would therefore leave eminent domain which the City has stated would not be used however if I do not sell and my neighbor does not sell then there is no other recourse but for the city to use eminent domain. We have all seen what has occurred with the Reedley lab and as stated by many of you councilmembers the public is placed at risk and so many other factors such as disease, groundwater contamination were common concerns. If we in this area “Flexible Research and Development” please explain with specificity what occurs to the property/land/farm owners the process and procedures and confirm if our property will be taken from us through eminent domain? The City’s project and plan area consists of Prime Farmland. We own 2.49 acres of farmland in the proposed SEDA plan area. We house two tractors, chickens, apricot trees, as well as house pets on our land. We are current fosters for the county animal shelter and we are able to assist with fostering of more than one animal primarily due to the land we have. We work our land like most, if not all of the residents in this project area. Removing farmers who grow their own food; and/or who commercially feed this Community, County and State is reckless and negligent so that the City can expand. The City’s proposed land use map reflects for our parcel “Flexible Research & Development.” You want to take irrecoverable prime farmland for Flexible Research & Development when you can place Flexible Research & Development in the vacant Orchard Supply building (vacant for more than 5 years). Does that mean a lab such as that most recently found in Reedley, CA will go here. What does “Mixed Residential” mean on the City’s map? I specifically asked if that meant low income housing, please explain. Again, there are so many other vacant buildings within the City of Fresno that would allow you to do this that we do not need to remove, redevelop and destroy Prime Farmland or Farmland in general. We have been told on numerous occasions that we would not be required to hook up to City services (water, sewage). We believe that to be incorrect. We were told that the City would not require us to; if not the City then who? If I am the only house that does not hook up, will I be forced to hook up? What will the cost be? Is there the potential for placement of a lien on my home due to the cost of these services? Please also confirm with past projects in this area or within the City (i.e. the area in and around north Jensen and Fowler to Kings Canyon etc.) how that land development was handled and if the landowners that were pre‐existing were required to hook up to City of Fresno services (water/sewage). If so, what were the services, what was the process, the cost, who was responsible to pay those charges or for those services; how many complaints did you receive from the landowners verbal and in writing, what was the remedy of said complaints; and if any of these homes resulted in liens being placed on landowners property/homes. Please also provide on current and past projects when property owners choose to stay and not sell, the city is therefore developed around their property, how many wells have gone dry due to the new development? Does this map become the zoning map for this area? Property owners were also told by the City representatives that eminent domain is not allowed or can or will not be used on property owners and their land located on the Land Use Map for this project, please confirm if this is an accurate statement? When I spoke to Jennifer Clark at the last in‐person Drop In meeting she stated that should one homeowner decide not to sell or annex, they (property owner) will not be forced to annex; however, later she stated that they (City) cannot have one house one way while the rest of the area is annexed. Please clarify this statement by Ms. Clark. How will her stated change occur if one home cannot be different from the rest? Please explain who will impose and force the annexation of the land/property owners unwilling and opposing to said annexation? Please explain the process and the impacts to the landowners as well as the changes to zoning affecting the homeowner who did not willingly annex their land. Will I still be able to farm with all these houses around me? As you know, there is vacant land and buildings in or around Kings Canyon and Clovis Avenue; you have the Orchard Supply building that currently sits empty littered with homeless people. You have vacant land and buildings all throughout the City of Fresno and other cities within Fresno County and your plan is to destroy the Prime farmland of the SEPO (Fresno Southeast Property Owners). Destroy our farmland to build more homes, which thus creates more traffic, more congestion, more land and air pollution, more crime, and homelessness. With the Briggs Canal, if that waterway remains, with the increase in population and homelessness, our canals will turn into bathing facilities and used as restrooms. Please ask your homeless task force if that is a possibility that the homeless population uses waterways as bathing facilities and toilets? If this water is intended to feed the community, is it possible for fecal matter, urine and other forms of illness to be in said water. Furthermore, take a drive around the City of Fresno, look at their canals and waterways, you currently have homelessness on your canal banks, tents, littered with trash (e.g. McKinley and Chestnut; in front of the Social Services building Phillip and Kings Canyon, the canal located east of Clovis Avenue‐‐north of Kings Canyon by Orchard Supply). The City is unable to handle the demands of the current crisis and you want to spread it out. Your intent is to make a 15 minute city. We have seen the destruction of Paradise, Maui, when you began to impact the rural areas which are not intended to be within the city limits. We have water issues, we were just in a drought and there is no guarantee that we will be blessed with rain in the future. How will you control air pollution? Where will you get water from? How will you get the needed money to build the infrastructure for this plan? The City of Fresno needs a boundary, do not grow it out here destroying the aesthetic rural southeast farmland. The EIR REPORT: Paragraph 1.2.1 lists the potential significant environmental issues that require further analysis. Therefore, this is incomplete. In light of this statement, we oppose this EIR and request that you vote to deny/oppose/reject. Paragraph located on PDF page number 762 titled (Wild‐2) … Pollutant Concentrations from Wildfire impacts under this topic would be less than significant and there is no substantial change. However, we disagree and oppose that statement in that the City has a wide‐ranging homeless population. What factors were considered as it relates to the ongoing homeless population within city limits when addressing this issue? We see many fires started due to homelessness. City streets are littered with trash, drugs and/or paraphernalia, and the homeless population utilizing fire in order to cook or stay warm during the winter months. Therefore, we disagree with this report and believe further studies should be done. As a reminder and as stated in paragraph 3.19.7, you would be converting prime ag land to residential and mixed‐use land uses. Significant and unavoidable. Chapter 4 Other CEQA Considerations – Bulletpoint AG‐1 (… Conversion of Farmland to Non‐ag Uses) states 2,475 acres of land designated as Prime Farmland, 1,352 acres of Farmland of Statewide Importance, approximately 1,189 acres of land designated as Farmland of Local Importance, and 1,725 acres of land designated as Unique Farmland “scattered” throughout the plan area. The impact is significant. Based on this information contained in the EIR, we oppose and request that you vote to reject/deny/oppose and that this plan does not move forward. We further request that all maps be amended to identify the land properly in full transparency. Significant and unavoidable. Bullet Ag‐2 (… Conflict with Existing Zoning or Williamson Act Contract) – This paragraph states in part that according to the Williamson Act Property map, the majority of the Williamson Act properties within the SOI and City are located within the Plan Area. It further states that there is a significant impact on existing Williamson Act Contract land. Ultimately, you are still converting Williamson Act land to non‐ag land. For this reason, we strongly oppose and request that you vote to oppose and/or deny on this basis. We further request that all maps be amended to identify the land properly in full transparency. Significant and unavoidable. Bullet Cumulative Ag Resources and Forestry Resources Impacts states and acknowledges that there is a loss of Prime Farmland within the plan area. Under your plan, you destroy existing Prime Farmland, Unique Farmland and small farms to build or develop community farming and small farms. The EIR states that it will be a significant impact on Ag zoning and the Williams Act Contracts and there would be land use changes resulting in the conversion of farmland to non‐ag uses and is unavoidable. We were told by the City at Drop‐In meeting #1 on July 24, 2023 that we would not be rezoned should property owners choose not to sell. However, Jennifer Clark at the last in person drop‐in meeting stated that we cannot have just one home not similarly zoned or annexed; therefore, please confirm what occurs based on Clark’s statement. Rezoning would only occur if a neighbor complained, which thus alters my land use. The City’s statement clearly is misleading and misrepresents what is occurring. I believe the impacts would be more than significant in that you are displacing property owners who are generational farmers, and farmers of their own land; how many of us current property owners would be physically displaced, and harmed financially. Based on this information we request that you strongly oppose and/or deny based on this statement. Impact Air‐1 paragraph states this projects exceeds the San Joaquin Valley Air Pollution Control District another significant and unavoidable impact. Based on this paragraph we request you vote to oppose and/or deny based on this paragraph. Please note that we asked at the drop‐in meetings why the Air Pollution District was not a part of these meetings to share in on the added pollution due to this development. Air‐3 states that since it cannot be foreseen the amount of construction occurring nor the exact location it cannot be determined if the emissions could be adequately controlled or reduced. Based on this statement, we believe the study is not complete as it must be looked at, precise and discussed. We are opposed based on this statement and request that you vote to oppose/deny. Greenhouse Gas Emissions cumulative impacts are significant and unavoidable. Based on this statement we oppose and request that you vote to oppose/deny. Impact NOI‐1 – This statement states that impacts are significant and unavoidable. It also states that they are unable to quantify therefore there is no true, accurate impact identified and said report is incomplete. Based on this statement we oppose and request that you vote to oppose/deny. The Cumulative Noise impact is again noted as significant and unavoidable. Exhibit 5‐2 of the EIR shows just under 2,500 acres of Prime Farmland, and Farmland of Statewide and Local Importance, Unique Farmland of Importance, etc. The EIR Table 5‐1 under paragraph 5.7 states there is no location in the City where 45,000 homes (yes the Plan calls for 45,000) could be constructed while avoiding environmental impacts to ag land. Ag land would be impacted regardless. However, the land is not your basic ag land, it is Prime Farmland, it is land that sits next to the Briggs Irrigation Ditch which is rare, it’s farmland with statewide and local importance, it’s my backyard, small farming, however, we the property owners choose to define it, its our land that you want to dismantle, convert, and take so that you can build 45,000 homes, parks, and research and development. The Orchard Supply Building on Clovis and Kings Canyon has sat empty for a number of years, that can be your research and development. You want to take our farmland, our livelihood, what feeds our families, our communities, for a bike trail, a park, a residential development to teach people to have a garden (who will teach them there is no guarantee that they will use it for such) all the while destroying the Prime Farmland we landowners have created destroying our way of life and country life. You will add 45,000 homes during a recession, a time when most cannot afford, thereby creating more empty houses. You want to disrupt our way of life and destroy the farmland that we have just to build more homes that most cannot afford. You want to help this community have your builders or developers lower the prices of their homes to sell those existing homes already built. Convert some of these developments/homes already in progress into mixed residential. Ag land should be the last thing we convert, land that currently feeds us. That salad you had for lunch, fruit, etc. came from one of us most likely. We oppose the alternatives set forth in the EIR due to the type of land we are looking at as referred to in this report: Prime Farmland, Farmland of Statewide and Local Importance, Unique Farmland. Based on the impacts as listed above and based on viable alternatives, we request that you deny/oppose the EIR. Furthermore, we oppose as this EIR shows that the plan is fiscally irresponsible and environmentally irresponsible. Finally, we request that the SEDA Plan be opposed and denied. If you review the Level of Significance as outlined in the EIR, we have listed below just a few that are classified as Significant and Unavoidable; therefore, for these reasons request you oppose and deny the City’s Plan and find another area or location in the City of Fresno for said projects. The impacts are significant and unavoidable. Finally, we were informed and received in the mail, on July 21, 2023, the City’s flyer for the “Drop‐In” meeting; the first meeting set for July 24, 2023, hosted by the City of Fresno. As you can see from the dates, this was three days before the first scheduled meeting. As I verbally stated and inquired about with the City during the July 24th meeting, what is a the meaning of a Drop‐in meeting? Who decided to title this meeting as a Drop‐In? To title it as such, is misleading and misrepresenting the intent of the City and purposes of said meeting. This title lacks transparency and is intended to misstate and mislead the purpose of an extremely important topic of discussion. It does little to ensure community/public attendance, involvement, participation and is a sure way to prevent and limit public input. This is an extremely important meeting that impacts the community of southeast Fresno, specifically the Fresno Southeast Property Owners (SEPO) and therefore, I believe was titled as such to limit the number of attendees and silence the opposition. Furthermore, Sontaya Rose from the Mayor’s office was in attendance and can confirm as well as other City representatives, the location picked for the first important meeting on July 24th lacked the capacity to hold the number of attendees, safely and comfortably, and posed a safety hazard in that it was about 105 degrees outside and there was no working AC inside said building thereby making it 110 degrees most likely inside with all the people in the building. As I stated on that date, I believe that was a safety hazard and put citizens at risk and compromised their health and well‐being. Not one representative spoke to that and acknowledged that the first meeting should be rescheduled or some other remedy. The temperature inside the building added to the frustration felt by most of the members of the community. As I stated, this meeting labeled by the City is misleading, and a calculated manner in which to misrepresent, misstate, and divert the public’s attention to what it is in actuality and that is to take and change or convert land from the property owners. Should the meeting have been labeled annexation, eminent domain, town hall, any one of those trigger words the public at large would have a true understanding of what is occurring in the southeast area of Fresno and would understand the true discussions and importance of what is happening thereby enhancing attendance and opposition. Furthermore, I see no link for those to participate virtually due to a disability, medical necessity or some other personal reason. It was stated that the City would have one day assigned to a webinar. As you know, the topics of discussion can be convoluted and we the community would need time to research the Q&A dialogue that is provided to us therefore one day for those unable to physically attend is not enough. The public should not be limited to one day; we should all be afforded the same the ability to attend all meetings. Quite frankly, the information changes so frequently it would be in the best interest of the public to attend all meetings. As such, in this regard, we strongly oppose. Furthermore, the meeting by the City on 7/24/23 was very unorganized and lacked structure and foundation as to the discussions and topics and the City ran out of comment cards in English—the space allowed for comments was minimal on such an important topic of discussion. I would also like to know why no representative of the County was in attendance at these meetings? A representative of the City was asked about annexing property and the City representative responded with the City would not annex. Please confirm the process for annexation and if not the City of Fresno, then please confirm the responsible agency. Please provide details on what grounds for annexation, the criteria or guidelines that must be met to annex property/land? If this response requires information from the County, I would ask that you direct City representatives to coordinate their response and work with the County of Fresno or any other agencies involved to get said information. I believe the City of Fresno when asked these types of questions it is their responsibility to answer in detail and they are required to be fully transparent and should be able to intelligently communicate if not their agency the appropriate agency involved and that would handle. To leave the response as simple as it’s not the City, is vague and intended to mislead the public. The City knows the answer to the question and to not provide a full response is intentional. It may not be the City’s responsibility to annex but if they know that it is the responsibility of another agency they should state as such. I believe the SEDA homeowners/property owners have a right to know the following information. If there are costs associated with any of these requests, please confirm the amount or charges, in writing, prior to providing said information. Please provide the number of EIR’s that are submitted to the City of Fresno per calendar year; and how many are rejected or voted as unapproved; how many are submitted to LAFCo per calendar year, voted as unapproved or rejected and the bases/reason for said vote. On April 25, 2023, an item went to the Fresno County Board of Supervisors, Agenda Item #8 regarding a variance application that falls within SEDA. During Mr. Assemi’s comments to the Board, he referred to having received a timeline from the Mayor on the project. Please confirm what that timeline was and if a copy can be provided electronically to the property owners should they wish to received; and please explain why a developer would have that information but not the property owners who would be negatively impacted by SEDA? When was the timeline (Assemi refers to in his comments) provided to him by the Mayor? When was this timeline provide to the property owners (SEPO) who will be impacted? If it has not been provided to the property owners, why? My household has not received a timeline from the Mayor nor was one provided to property owners at any drop‐in meeting and to my knowledge a timeline has not been provided to property owners in any meeting thus far by the City of Fresno. Please confirm how many variances in the SEDA project area have gone through the process, what that process is, including how many have gone to the County of Fresno Board of Supervisors for vote and the vote result from the start of the project(s)/plan to present? Please identify the land parcels, land and farmland in the SEDA project area that have been purchased by developers, date of purchase, names of builders, corporations, school district, water districts, and any other business organization, corporation or entity from the start of SEDA to present that have purchased. Please include the names, cross‐streets, parcel numbers and any other identify factors of the land pending a sale, owned, purchased or sold. Please provide the information on when the property sold or was purchased and include land, property that is pending sale/purchase. Please provide the members of our community, SEPO (Southeast Property Owners), with information on how much farmland/land is currently owned in Fresno County, CA by Darrius Assemi and/or Granville Homes and any other developers, builders or business organizations. If this type of development continues, the lack of farmland to our community as well as the substantial loss of prime farmland is irrecoverable and factor in good farmland with irrigation resources such as ours, it is irrecoverable. Therefore, we strongly oppose the EIR and the SEDA development and ask that you deny and reject both in order to protect and preserve our homes and land. The City of Fresno needs a boundary, do not grow it out here destroying the aesthetic rural southeast farmland. Thank you. Respectfully, Family City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1321 Agenda Date:9/14/2023 Agenda #: 1.-A. REPORT TO THE CITY COUNCIL FROM:TODD STERMER, City Clerk Office of the City Clerk SUBJECT Approval of Minutes for August 24, 2023, Regular Meeting. Attachment: Draft Minutes for August 24, 2023, Regular Meeting City of Fresno Printed on 9/18/2023Page 1 of 1 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT APPROVED ON CONSENT 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, August 24, 2023 Regular Meeting The City Council met in regular session in the Council Chamber, City Hall, on the date and time above written. 9:00 A.M. ROLL CALL Councilmember Karbassi left the meeting at 12:19 p.m. CouncilMember Chavez joined the meeting at 2:09 p.m. 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 Maggie Guekguezian from the Wesley United Methodist Church Maggie Guekguezian 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: City of Fresno ***Subject to Mayoral Veto Page 1 August 24, 2023City Council Meeting Minutes Consent Calendar item 1-D (ID 23-1224) regarding a lease agreement with Signature Flight Support LLC for continued office / hanger space. The Executive Summary section of the staff report was amended to read “Since 1996, the Police Department’s Air Support Unit (Skywatch) has leased three aircraft hangers operated by Signature Flight Support LLC located at the Fresno Yosemite International Airport.” Consent Calendar item 1-R (ID 23-1163) regarding the summary vacation of a storm drain basin easement lying north of East Jensen Avenue, part two of this item, the resolution, is NOT Subject to Mayor's Veto. Consent Calendar item 1-T (ID 23-1269) regarding amendments to the municipal code relating to human rights, including protections against discrimination based on an individual’s caste and indigeneity – moved to the September 14, 2023, agenda by Councilmember Arias. Consent Calendar item 1-V (ID 23-1282) regarding a resolution to implement a public transportation agency safety plan, moved to the September 14, 2023, agenda as a 10:00 A.M. Scheduled Item by Council President Maxwell. ITEMS MOVED TO CONTESTED CONSENT FOR FURTHER DISCUSSION: 1-C ID 23-1196 regarding a Requirements Contract for retreading of commercial truck tires to Delray Tire and Retreading of Fresno, California for two years with three one-year optional extensions in the amount of $381,551.00, plus annual CPI adjustments. (Bid File 9659) - was moved to the Contested Consent by Councilmember Bredefeld. 1-G ID 23-1234 regarding *RESOLUTION - Authorizing the City Manager or Designee to apply for a $500,000 grant from the California Strategic Growth Council to fund community resilience center planning and execute any grant related documents on behalf of the City (Citywide) (Subject to Mayor’s Veto) - was moved to the Contested Consent by Councilmember Esparza. City of Fresno ***Subject to Mayoral Veto Page 2 August 24, 2023City Council Meeting Minutes 1-M ID 23-1248 regarding Second Amendment Agreement to extend from September 1, 2023 through August 31, 2026, for Employee Assistance Program Services between the City of Fresno and Halcyon Behavioral Employee Assistance with an expected 2024 Fiscal Year expense of $77,836, an expected 2025 Fiscal Year expense of $82,215, and an expected 2026 Fiscal Year expense of $86,593, for a total contract amount of $246,644 and authorized by the Personnel Services Director - was moved to the Contested Consent by Councilmember Arias and Councilmember Bredefeld. 1-N ID 23-1275 regarding Approve a Side Letter of Agreement with the Fresno Police Officers Association (FPOA), for Unit 4 - Non-Management Police, regarding Court Appearances (Subject to Mayor’s Veto) - was moved to the Contested Consent by Councilmember Arias. 1-Q ID 23-1001 regarding Award of a Requirements Contract to Toter, LLC, for five years, with two one-year optional extensions, in an amount of $951,500 per year for the purchase of up to 15,000 refuse, recycling, and green waste/organics containers using a cooperative purchase agreement (Citywide). - was moved to the Contested Consent by Councilmember Arias. 1-R ID 23-1163 regarding Actions pertaining to the summary vacation of a storm drain basin easement lying north of East Jensen Avenue, between South Knight Avenue and South Martin Luther King Jr. Boulevard (Council District 3): - was moved to the Contested Consent by Councilmember Arias. 1-U ID 23-1281 regarding BILL - (for introduction) Adding Section 9-110 to Chapter 9 of the Fresno Municipal Code, Adding the Infectious Disease Lab Accountability and Transparency Ordinance - was moved to the Contested Consent by Councilmember Bredefeld. On motion of Councilmember Esparza, seconded by Vice President Perea,the above Agenda was APPROVED AS AMENDED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias and Bredefeld6 - City of Fresno ***Subject to Mayoral Veto Page 3 August 24, 2023City Council Meeting Minutes Absent:Chavez1 - CEREMONIAL PRESENTATIONS ID 23-1146 Proclamation for “Kapetan Brothers Day” PRESENTED COUNCILMEMBER REPORTS AND COMMENTS Councilmember Karbassi Reports and Comments: Expressed Gratitude towards Fresno Metropolitan Flood Control District and city staff for the swift response to the Hurricane Hilary's impact on the city. Contacted PG&E (Pacific Gas and Electric Company) due to numerous power outages in various neighborhoods. Councilmember Arias Reports and Comments: Announced upcoming events: Fulton Street Party, Fiestas Patrias on Fulton Street, 559 Market in Chinatown. Announced abatement and code enforcement cleanups in the Tower District. Discussed issues related to damaged water fountains on Fulton Street. Announced homeownership opportunities by Self-Help Enterprises in west Fresno. Councilmember Esparza Reports and Comments: Thanked residents for input on the Senior Center at Lafayette Park. Congratulated Will Oliver the new CEO of the Economic Development Corporation. Vice President Perea Reports and Comments: Announced the Tower District Specific Plan Workshop at Fresno City College. Meetings with District 1 school principals and Traffic Safety Collaboration. Announced the launch of Second Mobile Shower Unit in the Tower District. Acknowledged extension and frequency increase of bus lines to Justin Garza high school and North Point Business Park. Weekly pressure washing and litter abatement in the Tower District. Thanked the Mayor, Central Unified School District and the FAX Department for their collaboration on this project. Council President Maxwell Reports and Comments: Acknowledged the Community Meeting for Senior Activity Center, Affordable Housing, and thanked the PARCS Department. Thanked the Public Works Department for City of Fresno ***Subject to Mayoral Veto Page 4 August 24, 2023City Council Meeting Minutes infrastructure improvements made in District 4. Discussed engagement with Fresno State Students. Announced the Clear the Shelter Event at Fresno Valley Animal Center. Expressed birthday wishes for District 4 Communications Director Flores and Deputy District Director Vang. MAYOR/MANAGER REPORTS AND COMMENTS City Manager White Reports and Comments: Announced the release of the Economic Development Quarter 2 report. Announced the upcoming Greek Fest in Council District 7. CITY CLERK AND CITY ATTORNEY REPORTS AND COMMENTS City Clerk Stermer Reports and Comments: Announced the upcoming election on March 5th, 2024, and encouraged individuals to register to vote at registertovote.ca.gov.org paper registration postmarked by February 20th, 2024. City Attorney Janz Reports and Comments: Announced the Code Enforcement Night Unit is now operational. UNSCHEDULED COMMUNICATION Upon call, the following members of the public addressed Council: Melinda Solis, Sharrah Thompson, Dez Martinez, Kristin Pathier, Krystal, Christopher Washington, Sam Frank (5-C and 1-N), Alice Franzik on behalf of Kevin McCracken (1-O), Nikisha Warwick, Rosalinda Garcia, Fernando Elizondo SR, Leticia Casillas Luquin, David Willis, David Marshall (10:25 A.M. #2), Steve Diddy, Nya, Joe Martinez, Kevin McCracken (1-O), Miss 5250 (Lynn Owens), Lisa Flores, and Brandi Nuse-Villegas. 1. CONSENT CALENDAR APPROVAL OF THE CONSENT CALENDAR On motion of Vice President Perea, seconded by Councilmember Arias, the CONSENT CALENDAR was hereby adopted by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias and Bredefeld6 - Absent:Chavez1 - 1.-A.ID 23-1265 Approval of Minutes for August 10, 2023, Regular Meeting. City of Fresno ***Subject to Mayoral Veto Page 5 August 24, 2023City Council Meeting Minutes APPROVED ON CONSENT CALENDAR 1.-B.ID 23-1203 Actions pertaining to the Fanning No. 76 Undergrounding Project (Council District 3): 1. Adopt a finding of Categorical Exemption pursuant to Section 15302/Class 2 of the California Environmental Quality Act Guidelines 2. Approve a Joint Project Agreement with the Fresno Irrigation District to provide for cost sharing on pipeline construction, for an estimated City contribution in the amount of $225,543.75 APPROVED ON CONSENT CALENDAR 1.-D.ID 23-1224 Actions pertaining to a Lease Agreement between the City of Fresno and Signature Flight Support LLC, a Delaware limited liability company, for the continued lease of office/hangar space for the Police Department’s Air Support Unit located at 4941 E Andersen, at the Fresno Yosemite International Airport 1. Adopt a finding of Categorical Exemption per staff determination, pursuant to Section 15301/Class 1 (Existing Facilities) of the California Environmental Quality Act (CEQA) Guidelines 2. Approve a three-and-a-half-year lease agreement between the City of Fresno and Signature Flight Support LLC, a Delaware limited liability company in the amount of $44,604 annually, with annual increases by the greater of 3.5% or the CPI Adjustment, plus the proportionate CAM (Common Area Maintenance) charges at $2,220 annually The Executive Summary section of the staff report was amended to read “Since 1996, the Police Department’s Air Support Unit (Skywatch) has leased three aircraft hangers operated by Signature Flight Support LLC located at the Fresno Yosemite International Airport.” APPROVED ON CONSENT CALENDAR 1.-E.ID 23-1231 Award a purchase contract to Toyota of Selma, CA, for the purchase of 11 Toyota Prius in the amount of $330,815.38 to be utilized by the City Attorney’s Office Code Enforcement Division and the Planning & Development Department (Bid File 12302272) APPROVED ON CONSENT CALENDAR 1.-F.ID 23-1251 Approve the appointment of Al Moncada to the Mobile Home Rent Review and Stabilization Commission as an At-Large Member for a term ending 6/30/2025. Approve the appointment of Lisa Talley to the Fresno/Clovis Community Media Authority for a term ending 6/30/2025. City of Fresno ***Subject to Mayoral Veto Page 6 August 24, 2023City Council Meeting Minutes APPROVED ON CONSENT CALENDAR 1.-H.ID 23-1235 Actions pertaining to a grant agreement between the City of Fresno and the Cecil C. Hinton Community Center, a Non-Profit Corporation (District 3): 1. *** RESOLUTION - A Resolution of the Council of the City of Fresno adopting the 11th Amendment to the Annual Appropriation Resolution NO. 2023-185 reallocating $500,000 in General Fund and American Rescue Plan Act-ARPA (Revenue Replacement) Funding Between the Echo Paving McKinley to Olive Project and the Hinton Center Renovations (Requires five affirmative votes) (Subject to Mayor’s Veto) 2. Approve a two-year, $500,000 Grant Agreement between the City of Fresno and the Cecil C. Hinton Community Center non-profit for the Hinton Center Project 3. Authorize the City Manager or designee to execute all grant related documents on behalf of the City RESOLUTION 2023-235 ADOPTED APPROVED ON CONSENT CALENDAR 1.-I.ID 23-1215 Approve a consultant services agreement with JSA Environmental Consulting in an amount not to exceed $200,000.00 to provide professional lead-based paint inspections, testing, risk assessments, and consultant services for the City’s housing rehabilitation programs. APPROVED ON CONSENT CALENDAR 1.-J.ID 23-982 Actions pertaining to the West Area Neighborhoods Specific Plan: 1. Approve a consultant services amendment with De Novo Planning Group, for professional environmental analysis services related to the West Area Neighborhoods Specific Plan in the amount of $214,353.70. APPROVED ON CONSENT CALENDAR 1.-K.ID 23-1167 Consider Acceptance of the Kings Canyon Corridor Transit Oriented Development Study: 1. Adopt a finding that the project is statutorily exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15262 as a feasibility study. 2. RESOLUTION - Accepting the Kings Canyon Corridor Transit Oriented Development Study RESOLUTION 2023-236 ADOPTED APPROVED ON CONSENT CALENDAR City of Fresno ***Subject to Mayoral Veto Page 7 August 24, 2023City Council Meeting Minutes 1.-L.ID 23-1205 Actions pertaining to renewing the Workforce Connection Young Adult Services Work Experience Agreement between Fresno Regional Workforce Development Board (FRWDB) and WIOA Young Adult FRWDB Provider of Service and the City of Fresno. Per the original agreement FRWDB will compensate up to 40 participants at minimum wage in an amount not to exceed $140,400 and the City of Fresno will serve as the worksite. This renewal is to complete the entirety of the agreement for the remaining 22 participants and be effective July 1, 2023 through June 30, 2024. APPROVED ON CONSENT CALENDAR 1.-O.ID 23-1149 BILL - (For Introduction)_-Amending Article 17, Chapter 9, Sections 9-1702 9-1704, 9-1706, 9-1707, 9-1708, 9-1709, 9-1711, 9-1712 and 9-1713 of the Fresno Municipal Code as it relates to police department dispatching of tow trucks. BILL B-31 APPROVED, INTRODUCED AND LAID OVER APPROVED ON CONSENT CALENDAR 1.-P.ID 23-1236 Approve the FY 23 annual participation agreement for the Federal Equitable Sharing Agreement and Certification Program for the disposition funds, including interest, forfeited in connection with a crime and authorize the City Manager and the Chief of Police to execute related documents. APPROVED ON CONSENT CALENDAR 1.-S.ID 23-1230 *** RESOLUTION - Authorizing Submission of Applications for Grant Funds in total amount of approximately $67,865,000 from the 2023/2024 Congestion Mitigation and Air Quality Improvement Program, Carbon Reduction Program, and the Surface Transportation Block Grant Program Call for Projects from the Fresno Council of Governments and Authorizing the Execution of all Application Related Documents by the Public Works Director, the Transportation Director, or designees (Citywide) (Subject to Mayor’s Veto) RESOLUTION 2023-238 ADOPTED APPROVED ON CONSENT CALENDAR 1.-T.ID 23-1269 ***Bill B-27 (Intro’d August 10, 2023) (For adoption) - Amending Sections 3-610, 3-616, 7-1510, 9-234 and 9-915 of the Fresno Municipal Code, relating to human rights, including protections against discrimination based on an individual’s caste and indigeneity (Subject to Mayor’s Veto) The above item was removed from the agenda by Councilmember Arias and City of Fresno ***Subject to Mayoral Veto Page 8 August 24, 2023City Council Meeting Minutes tabled to September 14, 2023. TABLED 1.-V.ID 23-1282 ***Resolution - To Implement a Public Transportation Agency Safety Plan (Subject to Mayor’s Veto) The above item was removed from the agenda by President Maxwell and tabled to September 14, 2023 at 10:00 A.M. TABLED 1.-W.ID 23-1284 Approve the appointment of Rodney Branch (District 4 Resident) to the Fresno Regional Workforce Development Board for a term ending November 1, 2024. APPROVED ON CONSENT CALENDAR 1.-X.ID 23-1283 Approve a First Amendment to the Vendor Agreement with Fresno Police & Neighborhood Watch for Outreach Services to Extend the Term of the Agreement and Increase Compensation in the Amount of $100,000. APPROVED ON CONSENT CALENDAR CONTESTED CONSENT CALENDAR 1.-C.ID 23-1196 Approve the award of a Requirements Contract for retreading of commercial truck tires to Delray Tire and Retreading of Fresno, California for two years with three one-year optional extensions in the amount of $381,551.00, plus annual CPI adjustments. (Bid File 9659) Councilmember Bredefeld moved this item to the Contested Consent Calendar for clarifications on how long retread tires last versus new tires. Council discussion on this item included: Cost savings of retread tires. On motion of Councilmember Bredefeld, seconded by Councilmember Arias, that the above Action Item be APPROVED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Arias, Chavez and Bredefeld6 - Absent:Karbassi1 - 1.-G.ID 23-1234 ***RESOLUTION - Authorizing the City Manager or Designee to apply for a $500,000 grant from the California Strategic Growth Council to fund City of Fresno ***Subject to Mayoral Veto Page 9 August 24, 2023City Council Meeting Minutes community resilience center planning and execute any grant related documents on behalf of the City (Citywide) (Subject to Mayor’s Veto) Councilmember Esparza moved this item to the Contested Consent Calendar for clarifications on the types of planning activity the funds will be used for. Council discussion on this item included: Project areas of community centers. RESOLUTION 2023-234 ADOPTED On motion of Councilmember Esparza, seconded by Councilmember Arias, that the above Action Item be ADOPTED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Arias, Chavez and Bredefeld6 - Absent:Karbassi1 - 1.-M.ID 23-1248 Approve a Second Amendment Agreement to extend from September 1, 2023 through August 31, 2026, for Employee Assistance Program Services between the City of Fresno and Halcyon Behavioral Employee Assistance with an expected 2024 Fiscal Year expense of $77,836, an expected 2025 Fiscal Year expense of $82,215, and an expected 2026 Fiscal Year expense of $86,593, for a total contract amount of $246,644 and authorized by the Personnel Services Director Councilmember Arias and Councilmember Bredefeld moved this item to the Contested Consent Calendar for clarifications on how often this program is used, number of employees and number of activities with the contractor; number of sessions per issue per year. Council discussion on this item included: What if more treatment is needed, and number of topics addressed in a year. 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, Arias, Chavez and Bredefeld6 - Absent:Karbassi1 - 1.-N.ID 23-1275 ***Approve a Side Letter of Agreement with the Fresno Police Officers City of Fresno ***Subject to Mayoral Veto Page 10 August 24, 2023City Council Meeting Minutes Association (FPOA), for Unit 4 - Non-Management Police, regarding Court Appearances (Subject to Mayor’s Veto) Councilmember Arias moved this item to the Contested Consent Calendar for clarifications on the arrangement to pay police officers when they attend court for official business. Council discussion on this item included: MOU section 7.8.023 regarding compensation for court appearances; dIrection for Personnel to provide a memo outlining the compensation arrangements the city has with other bargaining units for court appearances. 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 and Bredefeld6 - Absent:Chavez1 - 1.-Q.ID 23-1001 Award of a Requirements Contract to Toter, LLC, for five years, with two one-year optional extensions, in an amount of $951,500 per year for the purchase of up to 15,000 refuse, recycling, and green waste /organics containers using a cooperative purchase agreement (Citywide). Councilmember Arias moved this item to the Contested Consent Calendar for clarifications on the purpose of the contract. Council discussion on this item included: Coverage of the new color carts verses existing colors; replacement of stolen and damaged carts. 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, Arias, Chavez and Bredefeld6 - Absent:Karbassi1 - 1.-R.ID 23-1163 Actions pertaining to the summary vacation of a storm drain basin easement lying north of East Jensen Avenue, between South Knight Avenue and South Martin Luther King Jr. Boulevard (Council District 3): 1.Adopt a finding of Categorical Exemption per Environmental Assessment Number PW13217 per staff determination, pursuant to Section 15304/Class 4 of the California Environmental Quality Act (CEQA) Guidelines City of Fresno ***Subject to Mayoral Veto Page 11 August 24, 2023City Council Meeting Minutes 2.***RESOLUTION - Ordering the summary vacation of a storm drain basin easement lying north of East Jensen Avenue, between South Knight Avenue and South Martin Luther King Jr. Boulevard (Subject to Mayor’s Veto) Part two of this item, the resolution, is NOT subject to veto. Councilmember Arias moved this item to the Contested Consent Calendar for clarifications on final agreement on the water basin, who is building it, who is paying for it, and who is responsible for maintaining it. Council discussion on this item included: Will a second basin be built by private development; is this the last obstacle for construction to commence at the park. RESOLUTION 2023-237 ADOPTED On motion of Councilmember Arias, seconded by Vice President Perea, that the above Action Item be ADOPTED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Arias, Chavez and Bredefeld6 - Absent:Karbassi1 - 1.-U.ID 23-1281 BILL - (for introduction) Adding Section 9-110 to Chapter 9 of the Fresno Municipal Code, Adding the Infectious Disease Lab Accountability and Transparency Ordinance. Councilmember Bredefeld moved this item to the Contested Consent Calendar to thank the team involved in working on the ordinance, clarify the Fresno County Board of Supervisors knowledge of the illegal lab in the City of Reedley, and to clarify the impact of the ordinance on the community. Council discussion on this item included: Regulating the physical environment, and providing for the health and safety of Fresno residence; responsibility to inform the public if a COVID infectious disease lab is going to open in their neighborhood; thanked medical partners for bringing to their attention misinformation the County of Fresno was spreading; getting the complete list of toxic material permits the county has awarded, and their code enforcement inspections; the unhoused; a possible city public health department; lack of transparency by the county; Board of Supervisors to protect the safety, health and well being of the public. City of Fresno ***Subject to Mayoral Veto Page 12 August 24, 2023City Council Meeting Minutes BILL B-32 APPROVED, INTRODUCED AND LAID OVER On motion of Councilmember Bredefeld, seconded by Councilmember Esparza, that the above Action Item be ADOPTED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Arias, Chavez and Bredefeld6 - Absent:Karbassi1 - 2. SCHEDULED COUNCIL HEARINGS AND MATTERS 10:00 A.M. ID 23-1227 Appearance by Maria Alvarez Garcia to discuss Demand accountability for animal abuse and neglect and stop back yard breeders! (Resident of District 1) Upon call Maria Alvarez Garcia did not appear. DID NOT APPEAR 10:03 A.M. ID 23-1264 Appearance by Jose Velasquez to discuss Code enforcement negligence/ adjacent field to my home causing damage to my home due to fire (Resident of District 1) Upon call Jose Velasquez did not appear. DID NOT APPEAR 10:20 A.M. ID 23-1233 Hearing to consider Development Permit Application No. P22-01346 and related Environmental Assessment No. P22-01346 pertaining to ±0.69 acres of property located on the northwest corner of East McKinley and South Fine Avenues (Council District 4) - Planning & Development Department. 1.CONSIDER Environmental Assessment (EA) No. P21-01346, dated December 8, 2022, a determination that the proposed project is categorically exempt under Section 15332/Class 32 (In-Fill Development Project) of the State of California Environmental Quality Act (CEQA) Guidelines; and, 2.DENY the appeal and UPHOLD the action of the Planning Commission and Planning and Development Department Director to approve Development Permit Application No. P22- City of Fresno ***Subject to Mayoral Veto Page 13 August 24, 2023City Council Meeting Minutes 01346, authorizing the construction of an automated car wash facility subject to compliance with the Conditions of Approval dated December 8, 2022 . The above hearing was called to order at 10:55 A.M. Planning & Development Department Planning Manager Siegrist, Brady McGinnis Attorney, Orlando and Seth Ramirez of Ramirez planning and Muhammad Assad the project applicant, Christopher Hall Attorney McCormick Barstow (CQEA) presented the hearing. Upon call, the following members of the public addressed Council: Gerry Mirassou, Jason Hamm, Lashawn Toney, Xiamy Lee-Yang, Linda Fisher, Carmen Olivares, Marisol Villa, Sherry Yang, Pao Ly, Mai Chao Yang, Stephanie Lee-Hirata, Manuel Cunha, Rosario Rosales, Daisy Contreras, Yer Xiong, Steve Dailey, Martha De Latorre, and Joe Lenigan. The public comment period closed at 12:19 P.M. Council discussion on this item included: Role of Staff and Planning Commission in reviewing and processing applications; importance of critical review and public input in the decision-making process; the impact of noise and environmental factors on autistic students; the project's proximity to a program for autistic and special needs populations; Community Engagement and Meetings between the applicant group and the Rivendale Community; whether alternative developments were considered that would be more acceptable to the residents or the community; efforts made to address community concerns and preferences. NOT APPROVED Council President Maxwell motioned to NOT APPROVE the above item, Councilmember Arias seconded the motion which passed by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias and Bredefeld6 - Absent:Chavez1 - 10:25 A.M.#1 (CONTINUED TO SEPTEMBER 14, 2023, AT 10:25 A.M.) ID 23-1226 Consideration of an appeal filed regarding Vesting Tentative Tract Map No. 6366, Planned Development Permit Application No. P22-04877, and related Environmental Assessment No. T-6366/P22-04877 for City of Fresno ***Subject to Mayoral Veto Page 14 August 24, 2023City Council Meeting Minutes approximately 7.94 acres of property located on the west side of North Bliss Avenue between East Shields and East Princeton Avenues (Council District 7). 1.ADOPT Environmental Assessment No. T-6366/P22-04877 dated July 12, 2023, an Addendum to Environmental Assessment No. P22 -01202, in accordance with Section 15164 of the California Environmental Quality Act (CEQA) Guidelines. 2.DENY the appeal and UPHOLD the action of the Planning Commission in the approval of Vesting Tentative Tract Map No . 6366 proposing to subdivide approximately 7.94 acres of the subject property into a 71-lot single-family residential development subject to the following: a.Development shall take place in accordance with the Conditions of Approval for Vesting Tentative Tract Map No . 6366 dated August 2, 2023. 3.DENY the appeal and UPHOLD the action of the Planning Commission in the approval of Planned Development Permit Application No. P22-04877 proposing to modify the RS -5 (Single-Family Residential, Medium Density) zone district development standards to allow for a reduction in the garage setback, rear yard setback, garage to fa çade setback, minimum lot size, minimum lot depth, an increase in maximum lot coverage, and gated private streets subject to the following: a.Development shall take place in accordance with the Conditions of Approval for Planned Development Permit Application No. P22-04877 dated August 2, 2023. The above item was removed from the agenda by staff and tabled to September 14, 2023, at 10:25 A.M TABLED 10:25 A.M. #2 (CONTINUED TO SEPTEMBER 14, 2023, AT 10:25 A.M.) ID 23-1252 Hearing to consider adoption of resolutions related to the designation of properties to the Local Register of Historic Resources and adoption of findings necessary to support recommendation pursuant to FMC 12-1609 1.***RESOLUTION - A Resolution of the City Council of the City of Fresno, California, designating the Dr. Earl R. Meyers Sr. & Mrs . Mattie B. Meyers Fresno Street Medical Arts Center located at 444 Fresno Street, Fresno California to the Local Register of Historic Resources (Council District 3) (Subject to Mayor’s veto). The above item was removed from the agenda by staff and tabled to September 14, 2023, at 10:25 A.M City of Fresno ***Subject to Mayoral Veto Page 15 August 24, 2023City Council Meeting Minutes TABLED 3. GENERAL ADMINISTRATION 4. CITY COUNCIL 5. CLOSED SESSION Council entered closed session at 2:42 P.M. 5.-A.ID 23-1267 CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION Government Code Section 54956.9, subdivision (d)(1) HAVEN #20, LLC v. City of Fresno; Fresno Superior Court Case No.: 22CECG00238 The above item was discussed in closed session. There were no open session announcements regarding this item. DISCUSSED 5.-B.ID 23-1261 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 5.-C.ID 23-1268 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) The above item was discussed in closed session. There were no open session announcements regarding this item. DISCUSSED 5.-D.ID 23-54 PUBLIC EMPLOYEE PERFORMANCE EVALUATION 1.Government Code Section 54957(b): consider the appointment, employment, evaluation of performance, discipline, or dismissal of a public employee. Title: City Attorney 2.Government Code Section 54957.6: conference with labor City of Fresno ***Subject to Mayoral Veto Page 16 August 24, 2023City Council Meeting Minutes negotiator. City Negotiator: Council President Tyler Maxwell. Unrepresented Employee: City Attorney The above item was discussed in closed session. There were no open session announcements regarding this item. DISCUSSED 5.-E.ID 23-53 PUBLIC EMPLOYEE PERFORMANCE EVALUATION 1. Government Code Section 54957(b): consider the appointment, employment, evaluation of performance, discipline, or dismissal of a public employee. Title: City Clerk 2. Government Code Section 54957.6: conference with labor negotiator. City Negotiator: Council President Tyler Maxwell. Unrepresented Employee: City Clerk The above item was discussed in closed session. There were no open session announcements regarding this item. DISCUSSED ADJOURNMENT Adjourned from closed session at 4:46 P.M. City of Fresno ***Subject to Mayoral Veto Page 17 City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1327 Agenda Date:9/14/2023 Agenda #: 1.-B. REPORT TO THE CITY COUNCIL FROM:BILLY P. ALCORN, Fire Chief Fire Department SUBJECT Approve acceptance of 2022 Fire Prevention & Safety (FP&S) Grant Award in the amount of $98,653, requiring a City match of $4,697.77. 1. ***RESOLUTION - Authorizing the acceptance of the 2022 Fire Prevention & Safety (FP&S) Grant and authorizing the completion and submission of all required documents (Subject to Mayor’s veto). RECOMMENDATION It is recommended the City Council adopt the resolution to accept the 2022 FP&S Grant in the amount of $98,653 with a City match of $4,697.77 and to authorize the Fire Chief to conduct all negotiations and execute all required documents on behalf of the City. EXECUTIVE SUMMARY In March 2023, the Fire Department submitted a grant application with FP&S in the amount of $98,653 (City Match $4,697.77) to provide funding to conduct and complete a comprehensive and expert Community Risk Analysis (CRA) and Standards of Cover (SOC) document consistent with the recommendations and methodologies from the Center for Public Safety Excellence (CPSE). These documents are the foundation that will evaluate the current and future needs of the Fresno Fire Department. BACKGROUND As part of the Commission on Fire Accreditation International (CFAI) process, a CRA SOC document must be developed and adopted by the agency having jurisdiction. The CRA SOC is a comprehensive study that analyzes the risks facing the City of Fresno and the services provided by the Fresno Fire Department. The Fresno Fire Department has had an SOC document since the early 2000’s and this document is updated by internal staff members periodically. Unfortunately, the CRA portion and associated vulnerability statement were not thoroughly conducted due to a lack of qualified personnel to create that portion of the document. For this reason, we applied for funding to conduct a thorough, City of Fresno Printed on 9/18/2023Page 1 of 3 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT. R. 2023-241 APPROVED ON CONSENT. The dollar amount listed for this item is incorrect. The 2022 Fire Prevention & Safety (FP&S) Grant Award is in the amount of $89,257.46, not $98,659.23. File #:ID 23-1327 Agenda Date:9/14/2023 Agenda #: 1.-B. that portion of the document.For this reason,we applied for funding to conduct a thorough, professional CRA to determine our vulnerabilities,understand our community demographics,and create a Community Risk Reduction (CRR)Plan based on concrete local data,and expert analysis and recommendations.We also wanted to have external experts analyze our data,response models,and station locations to evaluate our current effectiveness and future needs of the department. Over the last three (3)years our department has responded to an average of 47,000 calls per year,a figure that has been steadily increasing year over year.In 2022,of the 50,383 calls for service,15% were related to fire type incidents and of those fire incidents over 13%were structure fires.As a result,we experienced 10 civilian fatalities and a further 10 civilian injuries.Additionally,we saw $46 million in loss from fires and had 821 displaced persons from fire incidents.Our data mirrors the national average for fire injuries,while our civilian fatality rate is statistically higher than the national average. Along demographic lines,the City of Fresno holds the distinction of having a high number of families and individuals living below the poverty line.According to the U.S.Census Bureau,Fresno’s poverty rate in 2021 was 22.9%(roughly double the national average of 11.6%).FEMA’s report on Socioeconomic Factors and The Incidence of Fire found that low-income neighborhoods are more vulnerable to the threat of fire compared to other neighborhoods,due to vacant/abandoned buildings and non-maintained residences.As with many other California cities,Fresno has also seen a substantial increase in homeless-caused fires,which adds another layer of threat to already vulnerable,socioeconomically,disadvantaged neighborhoods.Add to this,according to the FEMA National Risk Index,social groups in Fresno County have a relatively high susceptibility to the adverse impacts of natural hazards when compared to the rest of the U.S. Fresno County has a higher social vulnerability than 89%of U.S.counties and 94.8%of counties in California.Thus,Fresno has a disproportionate number of individuals in high-fire-risk living conditions. A CRA would tell us what our exact vulnerabilities are (accidental house fires from cooking,space heaters,etc.)and which are the highest risk,who and where is most at risk (which neighborhoods, which demographics),what the causes are (culture,lack of knowledge,poor practices,etc.),and actionable steps (through a CRR Plan)to address how the risks can be prevented,reduced,or mitigated.The SOC would evaluate the level of service citizens are currently receiving and compare this to industry standards for levels of service.This plan would then evaluate future impacts,such as residential and commercial developments,and determine what steps the Fire Department would need to take in order to continue to serve the community at the same or higher level of service. FISCAL IMPACT City of Fresno Printed on 9/18/2023Page 2 of 3 powered by Legistar™ File #:ID 23-1327 Agenda Date:9/14/2023 Agenda #: 1.-B. The City of Fresno’s share of costs related to this grant is $4,697.77. LOCAL PREFERENCE Local preference was not implemented because this item is not the subject of a competitive bid. ENVIRONMENTAL FINDINGS Pursuant to California Environmental Quality Act (CEQA) Guidelines Section 15378, this item is not a project for the purposes of CEQA. Attachment: Resolution - Authorizing Acceptance of Grant City of Fresno Printed on 9/18/2023Page 3 of 3 powered by Legistar™ 1 of 2 Date Adopted: Date Approved: Effective Date: City Attorney Approval: ______ Resolution No. RESOLUTION NO. ____________ RESOLUTION AUTHORIZING THE ACCEPTANCE OF THE 2022 FIRE PREVENTION & SAFETY (FP&S) GRANT AND AUTHORIZING THE COMPLETION AND SUBMISSION OF ALL REQUIRED DOCUMENTS. WHEREAS, the Federal Emergency Management Agency (FEMA) provides funding for the FY 2022 Fire Prevention & Safety (FP&S) grant; and WHEREAS, the procedures established by FEMA require the applicant to certify by resolution approval of the grant award; and WHEREAS, the City of Fresno (City) will enter into an agreement with FEMA and any collaborating local agencies and entities for the grant funded Program. NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Fresno: 1. That City Council approves the acceptance of the grant funds for the 2022 FP&S through the FEMA grant program in the amount of $98,653. 2.To the extent consistent with all Constitution and local law requirements and this resolution, the City certifies that it has or will have sufficient funds to operate and maintain the Program. 3.That the City certifies it has reviewed, understands, and, to the extent consistent with all Constitutional and local law requirements and this resolution, agrees to the provisions contained in the Application, Award and Program Guidelines. 4.The Fire Chief for the City of Fresno is appointed the agent of the City of Fresno to conduct all negotiations and take any actions necessary for the purpose of obtaining the federal financial assistance hereunder, execute and submit documents including, but not limited to, applications, agreements, memoranda of understanding, payment requests and so on, which may be necessary for the completion of the Program, subject to prior approval as to form by the City Attorney’s Office. * * * * * * * * * * * * * * 2 of 2 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 APPROVED AS TO FORM: ANDREW JANZ City Attorney BY: Angela M. Karst Date Senior Deputy City Attorney City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1306 Agenda Date:9/14/2023 Agenda #: 1.-C. REPORT TO THE CITY COUNCIL FROM:BRIAN BARR, Director General Services Department BY:DUANE MYERS, Fleet Manager General Services Department, Fleet Management Division MELISSA PERALES, Purchasing Manager General Services Department, Purchasing Division SUBJECT Actions pertaining to the award of five Requirements Contracts for equipment and vehicle rentals for various departments on an as needed basis in the total aggregate amount of $1,250,000 per year plus annual CPI increases to (Bid File 9673): 1. Enterprise Fleet Management of Fresno, California through April 18, 2026, with one optional one-year extension 2. Caterpillar, Inc. of Fresno, California through August 27, 2024, with one optional one-year extension 3. Altec Inc. dba Global Rental Inc. of Bakersfield, California through August 27, 2024, with one optional one-year extension 4. Sunbelt Rentals Inc. of Fowler, California through August 27, 2024, with one optional one-year extension 5. United Rentals (North America) Inc. of Fresno, California through August 27, 2024, with one optional one-year extension RECOMMENDATION Staff recommends Council approve the award of five Requirements Contracts for equipment rentals for various departments on an as needed basis in the total aggregate amount of $1,250,000 per year plus annual CPI increases to: 1. Enterprise Fleet Management of Fresno, California through April 18, 2026, with one optional one-year extension 2. Caterpillar, Inc. of Fresno, California through August 27, 2024, with one optional one-year extension 3. Altec Inc. dba Global Rental Inc. of Bakersfield, California through August 27, 2024, with one optional one-year extension 4. Sunbelt Rentals Inc. of Fowler, California through August 27, 2024, with one optional one-year extension 5. United Rentals (North America) Inc. of Fresno, California through August 27, 2024, with one City of Fresno Printed on 9/18/2023Page 1 of 4 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT APPROVED ON CONSENT File #:ID 23-1306 Agenda Date:9/14/2023 Agenda #: 1.-C. 5.United Rentals (North America)Inc.of Fresno,California through August 27,2024,with one optional one-year extension EXECUTIVE SUMMARY The General Services Department,Fleet Management Division,is recommending cooperative purchase agreements (CPA)with Enterprise Fleet Management,Caterpillar,Altec dba Global Rental, Sunbelt Rentals,and United Rentals for equipment rentals.These contracts will allow the Fleet Management Division to provide service to city departments during situations that require specialized equipment.For instance,renting an extended reach excavator,a specialty machine infrequently used by the Wastewater Division,proves more cost-effective than purchasing it.Additionally,rental equipment becomes necessary when existing equipment encounters downtime due to maintenance or prolonged issues, ensuring efficiency. The cooperative purchase agreements will be authorized through competitively solicited cooperative procurement processes administered by Sourcewell (a State of Minnesota local government agency). Enterprise Fleet Management was awarded a contract via Sourcewell RFP#030122,which went into effect on May 4,2022.Caterpillar,Altec dba Global Rental,Sunbelt Rentals,and United Rentals were awarded contracts via Sourcewell RFP#062320,which went into effect on August 24,2020. Subsequently,the two different RFP contract effective dates have necessitated the need for two separate contract durations. BACKGROUND The General Services Department,Fleet Management Division is responsible for maintaining approximately 2,600 active vehicles and equipment for the City of Fresno.This includes vehicle acquisitions,whole-life maintenance,fueling,and end-of-life disposal.Fleet Management serves City departments by providing reliable like-new transportation to support their needs and service responsibilities.This is done by scheduling and performing preventative maintenance,identifying repairs, and replacing equipment in a timely manner. Partnering with local equipment rental retailers,Enterprise Fleet Management,Caterpillar,Altec dba Global Rental,Sunbelt Rentals,and United Rentals through cooperative agreements,the Fleet Management Division will benefit by providing cost savings,product availability,consistent quality, and sustainable options when renting equipment for special projects.For instance,the rental of an extended reach excavator,a specialty machine infrequently used by the Wastewater Division,proves more cost-effective than purchasing it.Furthermore,rental equipment becomes necessary when existing equipment encounters downtime due to maintenance or prolonged issues.The four vendors have a wide range of products and supplies that are essential for municipal fleet.Cooperative purchase agreements will ensure that the equipment is readily available to the fleet,reducing downtime and increasing productivity. Currently,the General Services Department,Fleet Management Division has 2,600 vehicles and equipment to maintain and manage.By working together with the vendors through cooperative agreements,the Fleet Management Division can optimize its operations and achieve its goals by continuing to provide excellent customer service to all departments. Utilizing cooperative contracts was determined to be the most cost-effective and overall best value City of Fresno Printed on 9/18/2023Page 2 of 4 powered by Legistar™ File #:ID 23-1306 Agenda Date:9/14/2023 Agenda #: 1.-C. Utilizing cooperative contracts was determined to be the most cost-effective and overall best value for obtaining equipment rentals.Enterprise Fleet Management was awarded a contract via Sourcewell RFP#030122,which went into effect on May 4,2022.Caterpillar,Altec dba Global Rental,Sunbelt Rentals,and United Rentals were awarded contracts via Sourcewell RFP#062320, which went into effect on August 24,2020.Subsequently,the two different RFP contract effective dates have necessitated the need for two separate contract durations. The Purchasing Division has approved this contract and recommends Council approval. 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 Local preference is not applicable.The City is not issuing a request for proposals for these cooperative purchase agreements.However,Enterprise Fleet Management,Caterpillar,and United Rentals all maintain a place of business within the City of Fresno limits.Additionally,Sunbelt Rentals,maintains a place of business in Fowler,California,which is considered a local business per the Fresno Municipal Code Section 4-108. FISCAL IMPACT No general funds will be used to purchase these items.The funding to cover the annual purchase cost has been included in the FY2024 adopted budget under the operations of the General Services Department, Fleet Management Division. Attachments: Caterpillar Inc. CPA Caterpillar Inc. Contract #062320-CAT Global Rental Inc. CPA Global Rental Inc. Contract #062320-ALT Sunbelt Rentals Inc. CPA Sunbelt Rentals Inc. Contract #062320-SNB United Rentals (North America) Inc. CPA United Rentals (North America) Inc. Contract #062320-URI Original Request for Proposals #062320 Proof of Publication #062320 Proposal Opening Record #062320 Proposal Evaluation #062320 Comment & Review #062320 Enterprise Fleet Management CPA Enterprise Fleet Management Contract #030122-EFM Original Request for Proposals #030122 Proof of Publication #030122 Proposal Opening Record #030122 City of Fresno Printed on 9/18/2023Page 3 of 4 powered by Legistar™ File #:ID 23-1306 Agenda Date:9/14/2023 Agenda #: 1.-C. Proposal Evaluation #030122 Comment & Review #030122 City of Fresno Printed on 9/18/2023Page 4 of 4 powered by Legistar™ DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -1- FORMAL COOPERATIVE PURCHASE AGREEMENT THIS AGREEMENT (Agreement) is made and entered into EFFECTIVE ____________________________. by and between CITY OF FRESNO, a California municipal corporation (City), and Caterpillar Inc., a (Vendor). 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.The Charter for the City allows for cooperative purchase agreements for materials, supplies, equipment, and public work of improvement. The City is allowed to piggyback an existing government agency’s agreement, under Fresno City Charter 1208. The parties agree the Vendor was the lowest responsive and responsible bidder for Invitation for Bid (IFB) issued by Sourcewell (Original Government Contract).The IFB is attached hereto as Exhibit A and is incorporated herein by reference. The Parties agree that the Vendor has entered a Cooperative Purchase Contract with Caterpillar Inc. (Original Government Contract). 2. Vendor’s Obligation.Vendor shall provide those services and carry out that work described in the Original Government Contract, which is attached hereto as Exhibit B and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. 3.City’s Obligation. City shall make to the Vendor those payments described in Exhibits A and B,subject to all the terms and condition contained or incorporated herein 4.Notwithstanding the requirements that the Original Government Contract is fully binding on the Parties, the parties have agreed to modify certain non-material provisions of the Original Government Contract as applied to this Agreement between the Vendor and the City, as follows: a)City’s Insurance and Indemnity provisions attached as Exhibit D. b)Address change for the City: Notwithstanding the address and contract information for the government entity as set out in Exhibit B, the Vendor agrees that notices and invoices will be sent to: City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca 93706 Phone: (559) 621-1186 FAX: (559) 485-2167 c)Notwithstanding anything in Exhibits A and B to the contrary, this Agreement shall be governed by, and construed and enforced in accordance with , the DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -2- 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 dut8ies hereunder shall be Fresno County, California. d)All other provisions in the Original Government Contract are fully binding on the parties and will represent the agreement between the City and the Vendor. [Signatures follow on the next page.] DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -3- 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: Melissa Perales Purchasing Manager General Services Department No signature of City Attorney required. Standard Document #GSD-S Formal Cooperative Purchase Agreement (10-2022) has been used without modification, as certified by the undersigned. By: Tamra Torrence Senior Procurement Specialist ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy Addresses: CITY City of Fresno Attention: Duane Myers 2223 G Street fresno, Ca. 93706 Phone: (559) 621-1186 E-mail: Duane.Myers@fresno.gov Caterpillar Inc., a 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) Vendor: Caterpillar Inc. Attention: Mark Young 510 Lake Cook Road Suite 100 Deerfield, IL 60015 Phone: (XXX) XXX-XXXX E-mail: myoung@qrs-cat.com Attachments: Exhibit A - Invitation For Bids Exhibit B - Original Government Contract Exhibit C - City’s Insurance and Indemnity 062320-CAT Rev. 2/2020 1 Solicitation Number: RFP #062320 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Caterpillar Inc., 510 Lake Cook Road Suite 100, Deerfield, IL 60015 (Vendor or Caterpillar). Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Vendor desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities). 1.TERM OF CONTRACT A.EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B.EXPIRATION DATE AND EXTENSION. This Contract expires August 27, 2024 unless it is cancelled sooner pursuant to Article 24. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor. C.SURVIVAL OF TERMS. Articles 11 through 16 survive the expiration or cancellation of this Contract. 2.EQUIPMENT, PRODUCTS, OR SERVICES A.EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. Vendor’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. While Caterpillar is Vendor under the Contract, pursuant to Section 10(a) it will subcontract certain obligations under this Contract to its dealers. Only those dealers that sign a 062320-CAT Rev. 2/2020 2 Participation Agreement with Caterpillar obligating them to comply with the terms of this Contract will be eligible to provide Equipment, Products, or Services as a subcontractor under this Contract. In the event there is no dealer who has entered into a Participation Agreement available to provide Equipment, Products, or Services to a Participating Entity, Caterpillar shall be under no obligation to provide Equipment, Products, or Services to such Participating Entity under this Contract. Caterpillar will provide a copy of this Contract to its dealers that would normally service Participating Entities and invite such dealers to enter into a Participation Agreement as a subcontractor of Caterpillar under the terms of this Contract. Rental equipment may not be current year model and may be used, having been rented by Participating Dealer’s prior customers. Vendor may offer close-out or refurbished Equipment or Products if they are clearly indicated in Vendor’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. Any warranties granted to Participating Entities shall be granted solely by the Participating Dealer renting or otherwise providing the Equipment, Products or Services, as agreed between the parties. If rented equipment needs repair or replacement during the rental period, the Participating Dealer will repair or replace the Equipment at its cost and expense; provided that if the repair or replacement is as result the Participating Entity’s misconduct, abuse, misuse, neglect or negligence, such Participating Entity will be responsible for the cost of repair or replacement. Except as expressly stated herein, all warranties, including any implied warranty of merchantability or of fitness for a particular purpose are expressly excluded and disclaimed. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution, Vendor will make available to Sourcewell a means to validate or authenticate Vendor’s authorized dealers, distributors, and/or resellers relative to the Equipment, Products, and Services related to this Contract. This list may be updated from time-to-time and is incorporated into this Contract by reference. It is the Vendor’s responsibility to ensure Sourcewell receives the most current version of this list. 3. PRICING All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal. Upon request made to a participating CAT dealer, from a Participating Entity identifying themselves as a Sourcewell member by providing their Sourcewell member number and 062320-CAT Rev. 2/2020 3 contract number, formal rental rate quotes will list all costs, including delivery expenses, such as freight and permits (when required). Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Vendor must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. Vendor must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Vendor as soon as possible and the Vendor will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 062320-CAT Rev. 2/2020 4 4.PRODUCT AND PRICING CHANGE REQUESTS Vendor may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Contract Administrator. This form is available from the assigned Sourcewell Contract Administrator. At a minimum, the request must: x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. A fully executed Sourcewell Price and Product Request Form will be become an amendment to this Contract and be incorporated by reference. 5.PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A.PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. Caterpillar will not enter into a contract with a U.S. Federal Government entity prior to obtaining necessary internal approvals and shall not be obligated to provide Equipment, Products, or Services to any U.S. Federal Government entity under this Contract unless separately agreed in writing. Caterpillar may work with such parties and may agree to provide equipment or services under the Contract on a case-by-case basis. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Vendor understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential members to join 062320-CAT Rev. 2/2020 5 Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B.PUBLIC FACILITIES. Vendor’s employees may be required to perform work at government- owned facilities, including schools. Vendor’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6.PARTICIPATING ENTITY USE AND PURCHASING A.ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically, a Participating Entity will issue an order directly to Participating Dealers with payment made to the dealer as agreed. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration of this Contract; however, Vendor performance, Participating Entity payment, and any applicable warranty periods or other Vendor or Participating Entity obligations may extend beyond the term of this Contract. Vendor’s acceptable forms of payment are included in Attachment A. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. B.ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or any Participating Addendum, are to be negotiated between a Participating Entity and Participating Dealer, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C.PERFORMANCE BOND. If requested by a Participating Entity, Participating Dealer may agree to provide a performance bond that meets the requirements set forth in the Participating Entity’s order. D.SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Participating Entity and the Vendor may enter into a separate, standalone 062320-CAT Rev. 2/2020 6 agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. E. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Vendor in the event of any of the following events: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the goods to be purchased; 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements; or 3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Participating Entity. F. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: x Maintenance and management of this Contract; x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. B. BUSINESS REVIEWS. Vendor must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, supply issues, customer issues, and any other necessary information. 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made). The Report must contain the following fields: x Customer Name (e.g., City of Staples Highway Department); x Customer Physical Street Address; 062320-CAT Rev. 2/2020 7 x Customer City; x Customer State/Province; x Customer Zip Code; x Customer Contact Name; x Customer Contact Email Address; x Customer Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Vendor. B.ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Vendor may not charge Participating Entities more than the contracted price to offset the Administrative Fee. The Vendor will submit a check payable to Sourcewell for one percent (1%) multiplied by the total net rental revenue (excludes freight, permits, and fees) of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter as the administrative fee. Payments should note the Sourcewell-assigned contract number in the memo and must be mailed to the address above “Attn: Accounts Receivable.” Payments must be received no later than 45 calendar days after the end of each calendar quarter. Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9.AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor must promptly notify Sourcewell in writing. 062320-CAT Rev. 2/2020 8 10.ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A.ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Provided, however, that Caterpillar is permitted to subcontract certain of its rights and obligations to Caterpillar dealers for performance without Sourcewell’s prior written consent. B.AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been fully executed by the parties. C.WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it. D.CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. E.RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 11.LIABILITY Intentionally omitted. 12.AUDITS Sourcewell reserves the right to review the books, records, documents, and accounting procedures and practices of the Vendor relevant to this Contract for a minimum of 6 years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. 13.GOVERNMENT DATA PRACTICES Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Vendor under this Contract. 062320-CAT Rev. 2/2020 9 If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request. 14. INDEMNIFICATION Intentionally omitted. 15. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY. Intentionally omitted. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Vendor individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract. D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment, Products, or Services. 16. GOVERNING LAW, JURISDICTION, AND VENUE Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota. 17. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 18. SEVERABILITY If any provision of this Contract is found to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration or finding and must be fully performed. 062320-CAT Rev. 2/2020 10 19.PERFORMANCE, DEFAULT, AND REMEDIES A.PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1.Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Vendor will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2.Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have 30 calendar days to cure an outstanding issue. 3.Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Vendor must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Vendor fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed will be borne by the Vendor. B.DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 1.Nonperformance of contractual requirements, or 2.A material breach of any term or condition of this Contract. Written notice of default and a reasonable opportunity to cure must be issued by the party claiming default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may: x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 20.INSURANCE A.REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 062320-CAT Rev. 2/2020 11 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Vendor will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate 3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit 4. Umbrella Insurance. During the term of this Contract, Vendor will maintain umbrella coverage over Workers’ Compensation, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 Failure of Vendor to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Vendor must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to 062320-CAT Rev. 2/2020 12 Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Contract Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. All policies must include there will be no cancellation, suspension, non-renewal, or reduction of coverage without 30 days’ prior written notice to the Vendor. Upon request, Vendor must provide to Sourcewell copies of applicable policies and endorsements, within 10 days of a request. Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract. C.ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Vendor agrees to list Sourcewell, including their officers, agents, and employees, as an additional insured under the Vendor’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Vendor, and products and completed operations of Vendor. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. A Participating Dealer may name a Participating Entity as an additional insured on a case-by-case basis. D.WAIVER OF SUBROGATION. Vendor waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Vendor or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Vendor or its subcontractors. A Participating Dealer may waive subrogation against a Participating Entity on a case-by-case basis. E.UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention. 21.COMPLIANCE A.LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B.LICENSES. Participating Dealers must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Participating Dealers conduct with Sourcewell and Participating Entities. 062320-CAT Rev. 2/2020 13 22. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing. Vendor certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 23. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Intentionally omitted. 24. CANCELLATION Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Vendor’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. Sourcewell Caterpillar Inc. By: __________________________ By: __________________________ Jeremy Schwartz Chris Gustafson Title: Director of Operations & Procurement/CPO Title: Global Accounts & Allied Prod. Mgr. 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GHDOHUV¶ௐIOHHWௐ+RZHYHUௐGXHௐWRௐYDULDELOLW\ௐLQௐDYDLODELOLW\ௐDQGௐ PDUNHWௐFRQGLWLRQVௐWKLVௐPD\ௐUHVXOWௐLQௐDௐORFDOO\ௐQHJRWLDWHGௐ UHQWDOௐUDWHௐWKDWௐPD\ௐEHௐGLIIHUHQWௐWKDQௐWKHௐ6RXUFHZHOOௐUHQWDOௐ UDWHௐௐ,QௐVXFKௐFDVHௐWKHௐUDWHௐZRXOGௐEHௐQHJRWLDWHGௐEHWZHHQௐ WKHௐPHPEHUௐDQGௐWKHௐORFDOௐSDUWLFLSDWLQJௐ&$7ௐGHDOHUௐEHIRUHௐ DZDUGLQJௐDௐUHQWDOௐRUGHU Bid Number: RFP 062320 Vendor Name: Caterpillar Inc Bid Number: RFP 062320 Vendor Name: Caterpillar Inc 95 Describe the extent to which your proposal includes a customer owned equipment repair program. If applicable, describe the types of repair procedures, including transportation, on-site repair, labor and parts costs, or warranty offering. For Sourcewell members who would like assistance from their local participating CAT dealer with maintenance and repair of the members' owned equipment fleet, they can schedule the work themselves as needed, or the participating local CAT dealer have available, a variety of CVAs (Customer Value Agreements). These are completely customizable, but they offer starting points for several levels with corresponding price points which vary by product. Members should contact their local participating CAT dealer for alternative options such as: • Customer performed preventative maintenance - the local participating Cat dealer will provide the necessary parts per the maintenance schedule; the member will do the work. • The local participating Dealer performs preventative maintenance - the dealer will handle basic preventative maintenance for any machine or group of machines to help keep scheduled downtime to a minimum. • Component maintenance and repair agreement - the participating local CAT dealer will take care of maintaining and servicing systems such as engines, transmissions, etc. to extend service resources and equipment life. • Total maintenance and repair agreement - the participating local Cat dealer covers service and maintenance for any one piece of equipment or the entire fleet. This agreement can include guaranteed availability and uptime. * Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text. Documents Ensure your submission document(s) conforms to the following: 1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided. 2. Documents should OT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell. 3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell. 4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Financial Strength and Stability - Financial Strength and Stability.zip - Tuesday June 23, 2O2O 14:38:1O Marketing Plan/Samples - Marketing Plan- Samples.zip - Tuesday June 23, 2O2O 14:4O:13 WMBE/MBE/SBE or Related Certificates (optional) Warranty Information - Attachment D - Warranty Statements.pdf - Tuesday June O9, 2O2O O9:46:O5 Pricing - CAT 2O2O RE TAL RATES-SOURCEWELL.pdf - Tuesday June 23, 2O2O 12:47:26 Additional Document - Additional Documents.zip - Tuesday June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3UHVHQWO\GHEDUUHGVXVSHQGHGSURSRVHGIRUGHEDUPHQWGHFODUHGLQHOLJLEOHRUYROXQWDULO\H[FOXGHGIURPSURJUDPV RSHUDWHGE\WKH6WDWHRI0LQQHVRWD WKH8QLWHG6WDWHVIHGHUDOJRYHUQPHQWRUWKH&DQDGLDQJRYHUQPHQWDV DSSOLFDEOH RUDQ\3DUWLFLSDWLQJ(QWLW\9HQGRUFHUWLILHVDQGZDUUDQWVWKDWQHLWKHULWQRULWVSULQFLSDOVKDYHEHHQ FRQYLFWHGRIDFULPLQDORIIHQVHUHODWHGWRWKHVXEMHFWPDWWHURIWKLVVROLFLWDWLRQ %\FKHFNLQJWKLVER[,DFNQRZOHGJHWKDW,DPERXQGE\WKHWHUPVRIWKH3URSRVHU¶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id Number: RFP 062320 Vendor Name: Caterpillar Inc Sourcewell Contract #062320-CAT | Amendment 1 Page 1 of 2 Caterpillar: Confidential Green AMENDMENT #1 TO CONTRACT #062320-CAT THIS AMENDMENT is effective upon the date of the last signature below and is by and between SOURCEWELL and CATERPILLAR INC. (Vendor). WHEREAS, Sourcewell and Caterpillar entered into a Contract (#062329-CAT) having an effective date of September 17, 2020, ("Contract"); WHEREAS, pursuant to Section 10. A. Assignment therein, Caterpillar may subcontract certain obligations to its dealers, including in some cases dealers in Canada; WHEREAS, the parties desire to amend Section 20. Insurance of the Contract to account for the different insurance products available in Canada when a subcontract is issued to a dealer located in that country; and NOW THEREFORE, in consideration of the mutual promises made herein and intending to be legally bound hereby, Sourcewell and Caterpillar agree as follows: Section 20. Insurance A. Requirements of the Contract is amended to add the following after the last paragraph of subsection A: Canadian Dealers: In the event Vendor subcontracts its obligations hereunder to a Dealer in Canada pursuant to Section 10. A. (“Canadian Dealer”), at its own expense the Canadian Dealer must maintain insurance policy(ies) in effect at all times during the performance of this Contract with coverage and limits of insurance not less than the following: 1.Workers’ Compensation. Canadian Dealer shall at all times comply with the applicable requirements of the Workers’ Compensation Act of Alberta as amended or substituted from time to time (or equivalent statutory requirement within the jurisdiction where the Services shall be performed) and shall, upon demand by Sourcewell, deliver to Sourcewell a certificate from the Workers’ Compensation Board (or other equivalent entity) showing that the Canadian Dealer is registered and in good standing with the Workers’ Compensation Board (or other equivalent entity). 2.Commercial General Liability Insurance. Canadian Dealer will maintain insurance covering its operations, with coverage on an occurrence basis. At a minimum, coverage must include liability arising from third party bodily injury, property damage, contractual liability and non-owned automobile liability. All required limits, terms and conditions of coverage must be maintained during the performance of this Contract. Sourcewell Contract #062320-CAT | Amendment 1 Page 2 of 2 Caterpillar: Confidential Green Minimum Limits: CDN 3,000,000 Each Occurrence (inclusive of bodily injury and/or property damage) CDN 5,000,000 Aggregate for Products & Completed Operations CDN 5,000,000 General Aggregate 3. Automobile Liability Insurance. During the performance of this Contract, Canadian Dealer will maintain insurance covering any and all motor vehicles owned, operated or licensed by Canadian Dealer and used in the performance of this Contract. Minimum Limits: CDN 3,000,000 per occurrence Failure of Canadian Dealer to maintain the required insurance during its performance under the Contract bar the Canadian Dealer from performance under this Contract. Except as amended by this Amendment, the Contract remains in full force and effect. Sourcewell Caterpillar Inc. By: By: Jeremy Schwartz, Director of Operations/CPO Date: Date: Approved: By: Chad Coauette, Executive Director/CEO Date: DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -1- FORMAL COOPERATIVE PURCHASE AGREEMENT THIS AGREEMENT (Agreement) is made and entered into EFFECTIVE ____________________________. by and between CITY OF FRESNO, a California municipal corporation (City), and Global Rental Co. Inc., a (Vendor). 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.The Charter for the City allows for cooperative purchase agreements for materials, supplies, equipment, and public work of improvement. The City is allowed to piggyback an existing government agency’s agreement, under Fresno City Charter 1208. The parties agree the Vendor was the lowest responsive and responsible bidder for Invitation for Bid (IFB) issued by Sourcewell (Original Government Contract).The IFB is attached hereto as Exhibit A and is incorporated herein by reference. The Parties agree that the Vendor has entered a Cooperative Purchase Contract with Global Rental Co. Inc. (Original Government Contract). 2. Vendor’s Obligation.Vendor shall provide those services and carry out that work described in the Original Government Contract, which is attached hereto as Exhibit B and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. 3.City’s Obligation. City shall make to the Vendor those payments described in Exhibits A and B,subject to all the terms and condition contained or incorporated herein 4.Notwithstanding the requirements that the Original Government Contract is fully binding on the Parties, the parties have agreed to modify certain non-material provisions of the Original Government Contract as applied to this Agreement between the Vendor and the City, as follows: a)City’s Insurance and Indemnity provisions attached as Exhibit D. b)Address change for the City: Notwithstanding the address and contract information for the government entity as set out in Exhibit B, the Vendor agrees that notices and invoices will be sent to: City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca 93706 Phone: (559) 621-1186 FAX: (559) 485-2167 c)Notwithstanding anything in Exhibits A and B to the contrary, this Agreement shall be governed by, and construed and enforced in accordance with , the DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -2- 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 dut8ies hereunder shall be Fresno County, California. d) All other provisions in the Original Government Contract are fully binding on the parties and will represent the agreement between the City and the Vendor. [Signatures follow on the next page.] DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -3- 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: Melissa Perales Purchasing Manager General Services Department No signature of City Attorney required. Standard Document #GSD-S Formal Cooperative Purchase Agreement (10-2022) has been used without modification, as certified by the undersigned. By: Tamra Torrence Senior Procurement Specialist ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy Addresses: CITY City of Fresno Attention: Duane Myers 2223 G Street fresno, Ca. 93706 Phone: (559) 621-1186 E-mail: Duane.Myers@fresno.gov Global Rental Co. Inc., a 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) Vendor: Global Rental Co. Inc. Attention: Brooklyn Russell 33 Inverness Center Pkwy. Birmingham, Al 35242 Phone: (270) 505-1691 E-mail: Brooklyn.Russell@altec.com Attachments: Exhibit A - Invitation For Bids Exhibit B - Original Government Contract Exhibit C - City’s Insurance and Indemnity 062320-ALT Rev. 2/2020 1 Solicitation Number: RFP #062320 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Global Rental Co. Inc., 33 Inverness Center Pkwy., Birmingham, AL 35242 (Vendor). Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Vendor desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires August 27, 2024 unless it is cancelled sooner pursuant to Article 24. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor. C. SURVIVAL OF TERMS. Articles 11 through 16 survive the expiration or cancellation of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. Vendor’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. All Equipment and Products provided under this Contract must be new/current model, with the exception of equipment rented by Participating Entities which may not be current year models 062320-ALT Rev. 2/2020 2 and may have been previously rented by other Vendor customers. Vendor may offer close-out or refurbished Equipment or Products if they are clearly indicated in Vendor’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B.WARRANTY. Vendor warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship. In addition, Vendor warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Vendor’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that is effective past the expiration of the Vendor’s warranty will be passed on to the Participating Entity. C.DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution, Vendor will make available to Sourcewell a means to validate or authenticate Vendor’s authorized dealers, distributors, and/or resellers relative to the Equipment, Products, and Services related to this Contract. This list may be updated from time-to-time and is incorporated into this Contract by reference. It is the Vendor’s responsibility to ensure Sourcewell receives the most current version of this list. 3.PRICING All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A.SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Vendor must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable 062320-ALT Rev. 2/2020 3 time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. Vendor must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Vendor as soon as possible and the Vendor will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Vendor may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Contract Administrator. This form is available from the assigned Sourcewell Contract Administrator. At a minimum, the request must: x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing 062320-ALT Rev. 2/2020 4 restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. A fully executed Sourcewell Price and Product Request Form will be become an amendment to this Contract and be incorporated by reference. 5.PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A.PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Vendor understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential members to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B.PUBLIC FACILITIES. Vendor’s employees may be required to perform work at government- owned facilities, including schools. Vendor’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6.PARTICIPATING ENTITY USE AND PURCHASING A.ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically, a Participating Entity will issue an order directly to Vendor. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration of this Contract; however, Vendor performance, Participating Entity payment, and any applicable warranty periods or other Vendor or Participating Entity obligations may extend beyond the term of this Contract. 062320-ALT Rev. 2/2020 5 Vendor’s acceptable forms of payment are included in Attachment A. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order may be negotiated between a Participating Entity and Vendor, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C. PERFORMANCE BOND. If requested by a Participating Entity, Vendor will provide a performance bond that meets the requirements set forth in the Participating Entity’s order. D. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Participating Entity and the Vendor may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. E. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Vendor in the event of any of the following events: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the goods to be purchased; 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements; or 3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Participating Entity. F. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: 062320-ALT Rev. 2/2020 6 x Maintenance and management of this Contract; x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. B.BUSINESS REVIEWS. Vendor must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, supply issues, customer issues, and any other necessary information. 8.REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A.CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made). The Report must contain the following fields: x Customer Name (e.g., City of Staples Highway Department); x Customer Physical Street Address; x Customer City; x Customer State/Province; x Customer Zip Code; x Customer Contact Name; x Customer Contact Email Address; x Customer Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Vendor. B.ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Vendor may not charge Participating Entities more than the contracted price to offset the Administrative Fee. The Vendor will submit a check payable to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Sourcewell-assigned contract number in the memo and must be mailed to the 062320-ALT Rev. 2/2020 7 address above “Attn: Accounts Receivable.” Payments must be received no later than 45 calendar days after the end of each calendar quarter. Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9. AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor must promptly notify Sourcewell in writing. 10. ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld. B. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been fully executed by the parties. C. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it. D. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. E. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 062320-ALT Rev. 2/2020 8 11.LIABILITY Vendor must indemnify, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees, to the extent arising out of the negligence or willful misconduct of the Vendor or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. 12.AUDITS Sourcewell reserves the right to review the books, records, documents, and accounting procedures and practices of the Vendor relevant to this Contract for a minimum of 6 years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. 13.GOVERNMENT DATA PRACTICES Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Vendor under this Contract. If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request. 14.INDEMNIFICATION As applicable, Vendor agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Vendor in violation of applicable patent or copyright laws. 15.INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A.INTELLECTUAL PROPERTY 1.Grant of License. During the term of this Contract: a.Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use theTrademark(s) provided to Vendor by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Vendor. 062320-ALT Rev. 2/2020 9 b. Vendor grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Vendor’s Trademarks in advertising and promotional materials for the purpose of marketing Vendor’s relationship with Sourcewell. 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to its and their respective distributors, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. a. Sourcewell must not alter Vendor’s Trademarks from the form provided by Vendor and must comply with Vendor’s removal requests as to specific uses of its trademarks or logos. b. Vendor must not alter Sourcewell’s Trademarks from the form provided by Sourcewell and must comply with Sourcewell’s removal requests as to specific uses of its trademarks or logos. c. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s Trademarks only in good faith and in a dignified manner consistent with such party’s use of the Trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. 4. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Vendor individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract. D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment, Products, or Services. 062320-ALT Rev. 2/2020 10 16.GOVERNING LAW, JURISDICTION, AND VENUE Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota. 17.FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 18.SEVERABILITY If any provision of this Contract is found to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration or finding and must be fully performed. 19.PERFORMANCE, DEFAULT, AND REMEDIES A.PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1.Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Vendor will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2.Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have 30 calendar days to cure an outstanding issue. 3.Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Vendor must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Vendor fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed will be borne by the Vendor. B.DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 1.Nonperformance of contractual requirements, or 2.A material breach of any term or condition of this Contract. 062320-ALT Rev. 2/2020 11 Written notice of default and a reasonable opportunity to cure must be issued by the party claiming default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may: x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 20. INSURANCE A. REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Vendor will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate 3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms 062320-ALT Rev. 2/2020 12 no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit 4.Umbrella Insurance. During the term of this Contract, Vendor will maintain umbrella coverage over Workers’ Compensation, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 5.Network Security and Privacy Liability Insurance. During the term of this Contract, Vendor will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Vendor’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service. Minimum limits: $2,000,000 per occurrence $2,000,000 annual aggregate Failure of Vendor to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Vendor must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Contract Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. All policies must include there will be no cancellation, suspension, non-renewal, or reduction of coverage without 30 days’ prior written notice to the Vendor. Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract. C.ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Vendor agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Vendor’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Vendor, and products and completed operations of 062320-ALT Rev. 2/2020 13 Vendor. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. D.WAIVER OF SUBROGATION. Vendor waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Vendor or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Vendor or its subcontractors. Where permitted by law, Vendor must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. E.UMBRELLA/EXCESS LIABILITY. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self- insured retention. 21.COMPLIANCE A.LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B.LICENSES. Vendor must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Vendor conducts with Sourcewell and Participating Entities. 22.BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing. Vendor certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 062320-ALT Rev. 2/2020 14 23.PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may also require additional requirements based on specific funding specifications. Within this Article, all references to “federal” should be interpreted to mean the United States federal government. The following list only applies when a Participating Entity accesses Vendor’s Equipment, Products, or Services with United States federal funds. A.EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference. B.DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Vendor must be in compliance with all applicable Davis-Bacon Act provisions. 062320-ALT Rev. 2/2020 15 C.CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. D.RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. E.CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Vendor certifies that during the term of this Contract will comply with applicable requirements as referenced above. F.DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names 062320-ALT Rev. 2/2020 16 of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Vendors must file any required certifications. Vendors must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Vendors must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Vendors must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Vendor must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Vendor further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Vendor must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Vendor must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Vendor agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Vendor that are directly pertinent to Vendor’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation 062320-ALT Rev. 2/2020 17 and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. 24. CANCELLATION Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Vendor’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. Sourcewell Global Rental Co. Inc. 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id Number: RFP 062320 Vendor Name: Altec Industries, Inc. DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -1- FORMAL COOPERATIVE PURCHASE AGREEMENT THIS AGREEMENT (Agreement) is made and entered into EFFECTIVE ____________________________. by and between CITY OF FRESNO, a California municipal corporation (City), and Sunbelt Rentals Inc., a (Vendor). 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.The Charter for the City allows for cooperative purchase agreements for materials, supplies, equipment, and public work of improvement. The City is allowed to piggyback an existing government agency’s agreement, under Fresno City Charter 1208. The parties agree the Vendor was the lowest responsive and responsible bidder for Invitation for Bid (IFB) issued by Sourcewell (Original Government Contract).The IFB is attached hereto as Exhibit A and is incorporated herein by reference. The Parties agree that the Vendor has entered a Cooperative Purchase Contract with Sunbelt Rentals Inc. (Original Government Contract). 2. Vendor’s Obligation.Vendor shall provide those services and carry out that work described in the Original Government Contract, which is attached hereto as Exhibit B and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. 3.City’s Obligation. City shall make to the Vendor those payments described in Exhibits A and B,subject to all the terms and condition contained or incorporated herein 4.Notwithstanding the requirements that the Original Government Contract is fully binding on the Parties, the parties have agreed to modify certain non-material provisions of the Original Government Contract as applied to this Agreement between the Vendor and the City, as follows: a)City’s Insurance and Indemnity provisions attached as Exhibit D. b)Address change for the City: Notwithstanding the address and contract information for the government entity as set out in Exhibit B, the Vendor agrees that notices and invoices will be sent to: City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca 93706 Phone: (559) 621-1186 FAX: (559) 485-2167 c)Notwithstanding anything in Exhibits A and B to the contrary, this Agreement shall be governed by, and construed and enforced in accordance with , the DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -2- 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 dut8ies hereunder shall be Fresno County, California. d) All other provisions in the Original Government Contract are fully binding on the parties and will represent the agreement between the City and the Vendor. [Signatures follow on the next page.] DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -3- 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: Melissa Perales Purchasing Manager General Services Department No signature of City Attorney required. Standard Document #GSD-S Formal Cooperative Purchase Agreement (10-2022) has been used without modification, as certified by the undersigned. By: Tamra Torrence Senior Procurement Specialist ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy Addresses: CITY City of Fresno Attention: Duane Myers 2223 G Street fresno, Ca. 93706 Phone: (559) 621-1186 E-mail: Duane.Myers@fresno.gov Sunbelt Rentals Inc., a 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) Vendor: Sunbelt Rentals Inc. Attention: [Name] 2341 Deerfield Drive Fort Mill, SC 29715 Phone: (XXX) XXX-XXXX E-mail: [E-mail Address] Attachments: Exhibit A - Invitation For Bids Exhibit B - Original Government Contract Exhibit C - City’s Insurance and Indemnity 062320-SNB Rev. 2/2020 1 Solicitation Number: RFP #062320 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Sunbelt Rentals Inc., 2341 Deerfield Drive, Fort Mill, SC 29715 (Vendor). Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Vendor desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts in the United States (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires August 27, 2024 unless it is cancelled sooner pursuant to Article 24. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor. C. SURVIVAL OF TERMS. Articles 11 through 16 survive the expiration or cancellation of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. Vendor’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. All Equipment and Products provided under this Contract must be in good working order. 062320-SNB Rev. 2/2020 2 This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. Vendor warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship. In addition, Vendor warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Any manufacturer’s warranty will be passed on to the Participating Entity. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Intentionally omitted. 3. PRICING All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Vendor must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. Vendor must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Vendor as soon as possible and the Vendor will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. 062320-SNB Rev. 2/2020 3 B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Vendor may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Contract Administrator. This form is available from the assigned Sourcewell Contract Administrator. At a minimum, the request must: x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. A fully executed Sourcewell Price and Product Request Form will be become an amendment to this Contract and be incorporated by reference. 5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. 062320-SNB Rev. 2/2020 4 The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract in the United States. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Vendor understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential members to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B. PUBLIC FACILITIES. Vendor’s employees may be required to perform work at government- owned facilities, including schools. Vendor’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6. PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically, a Participating Entity will issue an order directly to Vendor. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration of this Contract; however, Vendor performance, Participating Entity payment, and any applicable warranty periods or other Vendor or Participating Entity obligations may extend beyond the term of this Contract. Vendor’s acceptable forms of payment are included in Attachment A. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order may be negotiated between a Participating Entity and Vendor, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. 062320-SNB Rev. 2/2020 5 C. PERFORMANCE BOND. If requested by a Participating Entity, Vendor will provide a performance bond that meets the requirements set forth in the Participating Entity’s order. D. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Participating Entity and the Vendor may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. E. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Vendor in the event of any of the following events: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the goods to be purchased; 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements; or 3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Participating Entity. F. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the location of the Participating Entity making the purchase. 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: x Maintenance and management of this Contract; x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. B. BUSINESS REVIEWS. Vendor must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, supply issues, customer issues, and any other necessary information. 062320-SNB Rev. 2/2020 6 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made). The Report must contain the following fields: x Customer Name (e.g., City of Staples Highway Department); x Customer Physical Street Address; x Customer City; x Customer State/Province; x Customer Zip Code; x Customer Contact Name; x Customer Contact Email Address; x Customer Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Vendor. B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Vendor may not charge Participating Entities more than the contracted price to offset the Administrative Fee. The Vendor will submit a check payable to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. The calculation of total sales will exclude transportation, fuel, environmental fees, labor, repair charges, damage charges, parts, taxes, surcharges, and Rental Protection Plan charges. Payments should note the Sourcewell-assigned contract number in the memo and must be mailed to the address above “Attn: Accounts Receivable.” Payments must be received no later than 45 calendar days after the end of each calendar quarter. Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. 062320-SNB Rev. 2/2020 7 In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9. AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor must promptly notify Sourcewell in writing. 10. ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld. B. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been fully executed by the parties. C. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it. D. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. E. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 11. LIABILITY Vendor must indemnify, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees, arising out of the performance of this Contract by the Vendor or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. 062320-SNB Rev. 2/2020 8 12. AUDITS Sourcewell reserves the right to review the books, records, documents, and accounting procedures and practices of the Vendor relevant to this Contract for a minimum of 6 years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. 13. GOVERNMENT DATA PRACTICES Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Vendor under this Contract. If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request. 14. INDEMNIFICATION As applicable, Vendor agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Vendor in violation of applicable patent or copyright laws. 15. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY 1. Grant of License. During the term of this Contract: a. Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use theTrademark(s) provided to Vendor by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Vendor. b. Vendor grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Vendor’s Trademarks in advertising and promotional materials for the purpose of marketing Vendor’s relationship with Sourcewell. 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to its and their respective distributors, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. 062320-SNB Rev. 2/2020 9 Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. a. Sourcewell must not alter Vendor’s Trademarks from the form provided by Vendor and must comply with Vendor’s removal requests as to specific uses of its trademarks or logos. b. Vendor must not alter Sourcewell’s Trademarks from the form provided by Sourcewell and must comply with Sourcewell’s removal requests as to specific uses of its trademarks or logos. c. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s Trademarks only in good faith and in a dignified manner consistent with such party’s use of the Trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. 4. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Vendor individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract. D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment, Products, or Services. 16. GOVERNING LAW, JURISDICTION, AND VENUE Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota. 062320-SNB Rev. 2/2020 10 17. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 18. SEVERABILITY If any provision of this Contract is found to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration or finding and must be fully performed. 19. PERFORMANCE, DEFAULT, AND REMEDIES A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Vendor will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have 30 calendar days to cure an outstanding issue. 3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Vendor must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Vendor fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed will be borne by the Vendor. B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract. Written notice of default and a reasonable opportunity to cure must be issued by the party claiming default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may: 062320-SNB Rev. 2/2020 11 x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 20. INSURANCE A. REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Vendor will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate 3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit 062320-SNB Rev. 2/2020 12 4. Umbrella Insurance. During the term of this Contract, Vendor will maintain umbrella coverage over Workers’ Compensation, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 Failure of Vendor to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Vendor must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Contract Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. All policies must include there will be no cancellation, suspension, non-renewal, or reduction of coverage without 30 days’ prior written notice to the Vendor. Upon request, Vendor must provide to Sourcewell copies of applicable policy endorsement pages, within 10 days of a request. Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract. C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Vendor agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Vendor’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Vendor, and products and completed operations of Vendor. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. D. WAIVER OF SUBROGATION. Vendor waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Vendor or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Vendor or its subcontractors. Where permitted by law, Vendor must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. 062320-SNB Rev. 2/2020 13 E. UMBRELLA/EXCESS LIABILITY. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self- insured retention. 21. COMPLIANCE A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Vendor must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Vendor conducts with Sourcewell and Participating Entities. Participating Entities will be responsible for any license or permit required for the project for which equipment is rented, as applicable. 22. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing. Vendor certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 23. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may also require additional requirements based on specific funding specifications. Within this Article, all references to “federal” should be interpreted to mean the United States federal government. The following list only applies when a Participating Entity accesses Vendor’s Equipment, Products, or Services with United States federal funds. 062320-SNB Rev. 2/2020 14 A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Vendor must be in compliance with all applicable Davis-Bacon Act provisions. C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements 062320-SNB Rev. 2/2020 15 do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Vendor certifies that during the term of this Contract will comply with applicable requirements as referenced above. F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Vendors must file any required certifications. Vendors must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Vendors must disclose any lobbying with non-federal funds that 062320-SNB Rev. 2/2020 16 takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Vendors must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Vendor must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Vendor further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Vendor must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Vendor must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. Due to the size and scope of Vendor’s rental fleet, Vendor may be unable to confirm country of origin of each brand of equipment offered for rental. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Vendor agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Vendor that are directly pertinent to Vendor’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. 062320-SNB Rev. 2/2020 17 24. CANCELLATION Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Vendor’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. Sourcewell Sunbelt Rentals Inc. By: __________________________ By: __________________________ Jeremy Schwartz Stephanie Ransone Title: Director of Operations & Procurement/CPO Title: Sr. Customer Contract Manager Date: ________________________ Date: ________________________ Approved: By: __________________________ Chad Coauette Title: Executive Director/CEO Date: ________________________ 5)3(TXLSPHQW5HQWDOZLWK5HODWHG6HUYLFHV 9HQGRU'HWDLOV &RPSDQ\1DPH 6XQEHOW5HQWDOV 'RHV\RXUFRPSDQ\FRQGXFW EXVLQHVVXQGHUDQ\RWKHUQDPH",I \HVSOHDVHVWDWH 1R $GGUHVV 'HHUILHOG'ULYH )RUW0LOOVF &RQWDFW 1DWDOLD:HOFK (PDLO QDWDOLDZHOFK#VXQEHOWUHQWDOVFRP 3KRQH +67 6XEPLVVLRQ'HWDLOV &UHDWHG2Q )ULGD\-XQH 6XEPLWWHG2Q 7XHVGD\-XQH 6XEPLWWHG%\ 1DWDOLD:HOFK (PDLO QDWDOLDZHOFK#VXQEHOWUHQWDOVFRP 7UDQVDFWLRQ IIEEF IEI I IGF 6XEPLWWHU V,3$GGUHVV Bid Number: RFP 062320 Vendor Name: Sunbelt Rentals 6SHFLILFDWLRQV 7DEOH 3URSRVHU,GHQWLW\ $XWKRUL]HG5HSUHVHQWDWLYHV *HQHUDO,QVWUXFWLRQV DSSOLHVWRDOO7DEOHV 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Financial Strength and Stability - 2019 Ashtead Group - Full Financial Report.pdf - Monday June 22, 2020 07:06:54 Marketing Plan/Samples - Pump Power Services The Right Solution Set Takes the Right Mindset.pdf - Friday June 19, 2020 09:37:21 WMBE/MBE/SBE or Related Certificates (optional) Warranty Information (optional) Pricing - Proposed Pricing MB 4 Sourcewell_.xlsx - Tuesday June 23, 2020 08:12:18 Additional Document - Sourcewell Zip File.zip - Monday June 22, 2020 12:40:26 Bid Number: RFP 062320 Vendor Name: Sunbelt Rentals 3URSRVHU V$IILGDYLW 352326(5$)),'$9,7$1'$6685$1&(2)&203/,$1&( ,FHUWLI\WKDW,DPWKHDXWKRUL]HGUHSUHVHQWDWLYHRIWKH3URSRVHUVXEPLWWLQJWKHIRUHJRLQJ3URSRVDOZLWKWKHOHJDODXWKRULW\WR ELQGWKH3URSRVHUWRWKLV$IILGDYLWDQG$VVXUDQFHRI&RPSOLDQFH 7KH3URSRVHULVVXEPLWWLQJWKLV3URSRVDOXQGHULWVIXOODQGFRPSOHWHOHJDOQDPHDQGWKH3URSRVHUOHJDOO\H[LVWVLQJRRG VWDQGLQJLQWKHMXULVGLFWLRQRILWVUHVLGHQFH 7KH3URSRVHUZDUUDQWVWKDWWKHLQIRUPDWLRQSURYLGHGLQWKLV3URSRVDOLVWUXHFRUUHFWDQGUHOLDEOHIRUSXUSRVHVRI 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id Number: RFP 062320 Vendor Name: Sunbelt Rentals DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -1- FORMAL COOPERATIVE PURCHASE AGREEMENT THIS AGREEMENT (Agreement) is made and entered into EFFECTIVE ____________________________. by and between CITY OF FRESNO, a California municipal corporation (City), and United Rentals (North America) Inc., a (Vendor). 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.The Charter for the City allows for cooperative purchase agreements for materials, supplies, equipment, and public work of improvement. The City is allowed to piggyback an existing government agency’s agreement, under Fresno City Charter 1208. The parties agree the Vendor was the lowest responsive and responsible bidder for Invitation for Bid (IFB) issued by Sourcewell (Original Government Contract).The IFB is attached hereto as Exhibit A and is incorporated herein by reference. The Parties agree that the Vendor has entered a Cooperative Purchase Contract with United Rentals (North America) Inc.(Original Government Contract). 2. Vendor’s Obligation.Vendor shall provide those services and carry out that work described in the Original Government Contract, which is attached hereto as Exhibit B and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. 3.City’s Obligation. City shall make to the Vendor those payments described in Exhibits A and B,subject to all the terms and condition contained or incorporated herein 4.Notwithstanding the requirements that the Original Government Contract is fully binding on the Parties, the parties have agreed to modify certain non-material provisions of the Original Government Contract as applied to this Agreement between the Vendor and the City, as follows: a)City’s Insurance and Indemnity provisions attached as Exhibit D. b)Address change for the City: Notwithstanding the address and contract information for the government entity as set out in Exhibit B, the Vendor agrees that notices and invoices will be sent to: City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca 93706 Phone: (559) 621-1186 FAX: (559) 485-2167 c)Notwithstanding anything in Exhibits A and B to the contrary, this Agreement shall be governed by, and construed and enforced in accordance with , the DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -2- 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 dut8ies hereunder shall be Fresno County, California. d) All other provisions in the Original Government Contract are fully binding on the parties and will represent the agreement between the City and the Vendor. [Signatures follow on the next page.] DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -3- 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: Melissa Perales Purchasing Manager General Services Department No signature of City Attorney required. Standard Document #GSD-S Formal Cooperative Purchase Agreement (10-2022) has been used without modification, as certified by the undersigned. By: Tamra Torrence Senior Procurement Specialist ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy Addresses: CITY City of Fresno Attention: Duane Myers 2223 G Street fresno, Ca. 93706 Phone: (559) 621-1186 E-mail: Duane.Myers@fresno.gov United Rentals (North America) Inc., a 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) Vendor: United Rentals (North America) Inc. Attention: Daniel Cunningham 100 First Stamford Place, Suite 700 Stamford, CT 06902 Phone: (877) 874-4468 E-mail: govrents@ur.com Attachments: Exhibit A - Invitation For Bids Exhibit B - Original Government Contract Exhibit C - City’s Insurance and Indemnity 062320-URI Rev. 2/2020 1 Solicitation Number: RFP #062320 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and United Rentals (North America) Inc., 100 First Stamford Place, Suite 700, Stamford, CT 06902 (Vendor). Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Vendor desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires August 27, 2024 unless it is cancelled sooner pursuant to Article 24. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor. C. SURVIVAL OF TERMS. Articles 11 through 16 survive the expiration or cancellation of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. Vendor’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. All Equipment and Products provided under this Contract must be new/current model. Vendor may offer close-out or refurbished Equipment or Products if they are clearly indicated in 062320-URI Rev. 2/2020 2 Vendor’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY.The following warranties apply: For equipment rentals by a Participating Entity, Vendor warrants that upon delivery the equipment rented hereunder will be in good working condition. If the equipment is not in good working condition upon delivery, Vendor shall promptly repair or replace the equipment at its sole cost and expense. If the equipment requires repair or replacement during the rental period, Vendor will promptly repair or replace the equipment at its sole cost and expense; provided, however, if the repair or replacement is necessary due to Participating Entity’s abuse, misuse, or neglect, then Participating Entity will be responsible for the cost of such repair or replacement. EXCEPT AS SET FORTH HEREIN VENDOR DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, WITH RESPECT TO THE RENTAL OF EQUIPMENT. For equipment purchases by a Participating Entity, the only warranty provided with the equipment sold herein is the warranty provided by the original equipment manufacturer (“OEM”). Vendor will pass through all warranties, to the extent allowable, that the OEM provides. If a warranty claim is approved by the OEM and the OEM authorizes Vendor to repair or replace the equipment, Vendor will do so. ALL WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY OR OF FITNESS FOR A PARTICULAR PURPOSE, ARE EXPRESSLY EXCLUDED AND DISCLAIMED. For services provided to a Participating Entity, Vendor warrants the services will be performed in a good and workmanlike manner. The duration of the warranty shall be 30 days after the service is completed. If during the 30-day warranty period the equipment requires additional service, because of defective original service or a defective replacement part(s), then Vendor will re-perform the defective service and/or replace the defective part at its sole cost and expense. If the equipment has been subject to abuse, misuse, or neglect, Vendor shall have no obligation to re-perform the service or replace any part(s). The only warranty on replacement parts provided with Vendor’s service herein is the warranty provided by the original equipment manufacturer (“OEM”). Vendor will pass through all warranties, to the extent allowable, that the OEM provides. If a warranty claim on such replacement part is approved by the OEM and the OEM authorizes Vendor to repair or replace the part, Vendor will do so. EXCEPT AS SET FORTH HEREIN VENDOR DISCLAIMS ALL OTHER WARRANTIES EXPRESS OR IMPLIED WITH RESPECT TO REPLACEMENT PARTS AND SERVICE OF EQUIPMENT. 062320-URI Rev. 2/2020 3 C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution, Vendor will make available to Sourcewell a means to validate or authenticate Vendor’s authorized dealers, distributors, and/or resellers relative to the Equipment, Products, and Services related to this Contract. This list may be updated from time-to-time and is incorporated into this Contract by reference. It is the Vendor’s responsibility to ensure Sourcewell receives the most current version of this list. 3. PRICING All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Vendor must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. Vendor must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Vendor as soon as possible and the Vendor will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. 062320-URI Rev. 2/2020 4 C. HOT LIST PRICING. At any time during this Contract, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Vendor may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Contract Administrator. This form is available from the assigned Sourcewell Contract Administrator. At a minimum, the request must: x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. A fully executed Sourcewell Price and Product Request Form will be become an amendment to this Contract and be incorporated by reference. 5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service 062320-URI Rev. 2/2020 5 Member of Sourcewell during such time of access. Vendor understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential members to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B. PUBLIC FACILITIES. Vendor’s employees may be required to perform work at government- owned facilities, including schools. Vendor’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6. PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically, a Participating Entity will issue an order directly to Vendor. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration of this Contract; however, Vendor performance, Participating Entity payment, and any applicable warranty periods or other Vendor or Participating Entity obligations may extend beyond the term of this Contract. Vendor’s acceptable forms of payment are included in Attachment A. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order may be negotiated between a Participating Entity and Vendor, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C. PERFORMANCE BOND. If requested by a Participating Entity, Vendor will provide a performance bond that meets the requirements set forth in the Participating Entity’s order. 062320-URI Rev. 2/2020 6 D. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Participating Entity and the Vendor may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. E. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Vendor in the event of any of the following events: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the goods to be purchased; 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements; or 3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Participating Entity. F. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: x Maintenance and management of this Contract; x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. B. BUSINESS REVIEWS. Vendor must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, supply issues, customer issues, and any other necessary information. 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made). 062320-URI Rev. 2/2020 7 The Report must contain the following fields: x Customer Name (e.g., City of Staples Highway Department); x Customer Physical Street Address; x Customer City; x Customer State/Province; x Customer Zip Code; x Customer Contact Name; x Customer Contact Email Address; x Customer Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Vendor. B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Vendor may not charge Participating Entities more than the contracted price to offset the Administrative Fee. The Vendor will submit a check payable to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Administrative fee will only be due and owing on invoices paid by the Participating Entity, and no administrative fee will be due if Vendor has not received payment from the Participating Entity. Payments should note the Sourcewell-assigned contract number in the memo and must be mailed to the address above “Attn: Accounts Receivable.” Payments must be received no later than 45 calendar days after the end of each calendar quarter. Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 062320-URI Rev. 2/2020 8 9. AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor must promptly notify Sourcewell in writing. 10. ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld. B. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been fully executed by the parties. C. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it. D. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. E. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 11. LIABILITY Vendor must indemnify, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees, arising out of the negligence or willful misconduct of Vendor during the performance of this Contract by the Vendor or its agents or employees. Vendor’s liability for costs and expenses hereunder shall be limited to those that are reasonable and actual, including attorneys’ fees. In no event will Vendor be liable for incidental, special or consequential damages. 12. AUDITS Sourcewell reserves the right to review the books, records, documents, and accounting procedures and practices of the Vendor relevant to this Contract for a minimum of 6 years from 062320-URI Rev. 2/2020 9 the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. 13. GOVERNMENT DATA PRACTICES Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Vendor under this Contract. If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request. 14. INDEMNIFICATION As applicable, Vendor agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Vendor in violation of applicable patent or copyright laws. 15. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY 1. Grant of License. During the term of this Contract: a. Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use theTrademark(s) provided to Vendor by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Vendor. b. Vendor grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Vendor’s Trademarks in advertising and promotional materials for the purpose of marketing Vendor’s relationship with Sourcewell. 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to its and their respective distributors, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. 062320-URI Rev. 2/2020 10 a. Sourcewell must not alter Vendor’s Trademarks from the form provided by Vendor and must comply with Vendor’s removal requests as to specific uses of its trademarks or logos. b. Vendor must not alter Sourcewell’s Trademarks from the form provided by Sourcewell and must comply with Sourcewell’s removal requests as to specific uses of its trademarks or logos. c. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s Trademarks only in good faith and in a dignified manner consistent with such party’s use of the Trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. 4. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Vendor individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract. D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment, Products, or Services. 16. GOVERNING LAW, JURISDICTION, AND VENUE Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota. 17. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 062320-URI Rev. 2/2020 11 18. SEVERABILITY If any provision of this Contract is found to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration or finding and must be fully performed. 19. PERFORMANCE, DEFAULT, AND REMEDIES A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Vendor will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have 30 calendar days to cure an outstanding issue. 3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Vendor must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Vendor fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed will be borne by the Vendor. B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract. Written notice of default and a reasonable opportunity to cure must be issued by the party claiming default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may: x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 20. INSURANCE 062320-URI Rev. 2/2020 12 A. REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Vendor will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate 3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit 4. Umbrella Insurance. During the term of this Contract, Vendor will maintain umbrella coverage over Workers’ Compensation, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 062320-URI Rev. 2/2020 13 5. Professional/Technical, Errors and Omissions, and/or Miscellaneous Professional Liability. During the term of this Contract, Vendor will maintain coverage for all claims the Vendor may become legally obligated to pay resulting from any actual or alleged negligent act, error, or omission related to Vendor’s professional services required under this Contract. Minimum Limits: $2,000,000 per claim or event $2,000,000 – annual aggregate 6. Network Security and Privacy Liability Insurance. During the term of this Contract, Vendor will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Vendor’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service. Minimum limits: $2,000,000 per occurrence $2,000,000 annual aggregate Failure of Vendor to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Vendor must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Contract Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. All policies must include there will be no cancellation, suspension, non-renewal, or reduction of coverage without 30 days’ prior written notice to the Vendor. Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract. C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Vendor agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Vendor’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Vendor, and products and completed operations of Vendor. The policy provision(s) or endorsement(s) must further provide that coverage is 062320-URI Rev. 2/2020 14 primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. D. WAIVER OF SUBROGATION. Vendor waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Vendor or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Vendor or its subcontractors. Where permitted by law, Vendor must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. E. UMBRELLA/EXCESS LIABILITY. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies). F. SELF-INSURED RETENTIONS. Any self-insured retention in excess of $10,000 is subject to Sourcewell’s approval. 21. COMPLIANCE A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Vendor must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Vendor conducts with Sourcewell and Participating Entities. 22. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing. Vendor certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 062320-URI Rev. 2/2020 15 23. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may also require additional requirements based on specific funding specifications. Within this Article, all references to “federal” should be interpreted to mean the United States federal government. The following list only applies when a Participating Entity accesses Vendor’s Equipment, Products, or Services with United States federal funds. A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Vendor must be in compliance with all applicable Davis-Bacon Act provisions. 062320-URI Rev. 2/2020 16 C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Vendor certifies that during the term of this Contract will comply with applicable requirements as referenced above. F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names 062320-URI Rev. 2/2020 17 of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Vendors must file any required certifications. Vendors must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Vendors must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Vendors must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Vendor must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Vendor further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Vendor must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Vendor must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Vendor agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Vendor that are directly pertinent to Vendor’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation 062320-URI Rev. 2/2020 18 and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. 24. CANCELLATION Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Vendor’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. Sourcewell United Rentals (North America) Inc. By: __________________________ By: __________________________ Jeremy Schwartz Craig A. 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Bid Number: RFP 062320 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC. 95 Describe the extent to which your proposal includes a customer owned equipment repair program. f applicable, describe the types of repair procedures, including transportation, on-site repair, labor and parts costs, or warranty offering. How you manage your fleet can have a big impact on driving overall worksite performance. And that's why we created a site-specific Fleet Maintenance Management Program to help you maintain-and manage-your owned equipment and site vehicles using the same systems, processes and expertise we apply every day to our more than 14+ billion dollars in fleet. From inspections and repairs to utilization tracking and strategic consulting, our experts can keep your assets ready when you are-and help you get the most from your investment in fleet. Working together, we'll build out a site-specific program that maximizes the benefits based on your site's needs. You focus on running your worksite, while we turn the challenges of managing your fleet into an efficient, hassle-free operation. Primary components of most fleet management solutions include: • Maintenance Services • Parts and Material Management • Fleet Systems • Fleet Advisory We'll station a dedicated team of our factory-trained, certified mechanics right on your site. No repair is too complex, and every repair is done with the same level of quality and expertise we use to condition our more than 690K+ unit rental fleet. f we can't service something ourselves, we'll contract the right vendors on your behalf. We will design a parts and material program to meet the immediate needs of critical and non-essential assets while balancing the requirements (and expense!) of stocked parts to that of just-in-time delivery. We have the brands you rely on for every kind of fix, from routine tune-ups to major repair. All labor pricing is included in the attached pricing spreadsheet. * Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text. Documents Ensure your submission document(s) conforms to the following: 1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided. 2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. t is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell. 3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell. 4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. 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id Number: RFP 062320 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC. Rev. 2/2020 Sourcewell RFP #062320 Equipment Rental with Related Services Page 1 RFP #062320 REQUEST FOR PROPOSALS for Equipment Rental with Related Services Proposal Due Date: June 23, 2020, 4:30 p.m., Central Time Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Equipment Rental with Related Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than June 23, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. Solicitation Schedule Public Notice of RFP Published: April 30, 2020 Pre-proposal Conference: June 2, 2020, 10:00 a.m., Central Time Question Submission Deadline: June 16, 2020, 4:30 p.m., Central Time Proposal Due Date: June 23, 2020, 4:30 p.m., Central Time Late responses will not be considered. Opening: June 23, 2020, 6:30 p.m., Central Time ** ** SEE RFP SUB-SECTION V. G. “OPENING” Rev. 2/2020 Sourcewell RFP #062320 Equipment Rental with Related Services Page 2 I. ABOUT SOURCEWELL PARTICIPATING ENTITIES A. SOURCEWELL Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that facilitates a competitive public solicitation and contract award process for the benefit of its 50,000+ participating entities across the United States and Canada. Sourcewell’s solicitation process complies with State of Minnesota law and policies, conforms to Canadian trade agreements, and results in cooperative contracting solutions from which Sourcewell’s Participating Entities procure equipment, products, and services. Cooperative contracting provides participating entities and vendors increased administrative efficiencies and the power of combined purchasing volume that result in overall cost savings. At times, Sourcewell also partners with other purchasing cooperatives to combine the purchasing volume of their membership into a single solicitation and contract expanding the reach of contracted vendors’ potential pool of end users. Sourcewell uses a website-based platform, the Sourcewell Procurement Portal, through which all proposals to this RFP must be submitted. B. USE OF RESULTING CONTRACTS In the United States, Sourcewell’s contracts are available for use by: • Federal and state government entities; • Cities, towns, and counties/parishes; • Education service cooperatives; • K-12 and higher education entities; • Tribal government entities; • Some nonprofit entities; and • Other public entities. In Canada, Sourcewell’s contracts are available for use by: • Provincial and territorial government departments, ministries, agencies, boards, councils, committees, commissions, and similar agencies; • Regional, local, district, and other forms of municipal government, municipal organizations, school boards, and publicly-funded academic, health, and social service entities referred to as MASH sector (this should be construed to include but not be limited to the Cities of Calgary, Edmonton, Toronto, Calgary, Ottawa, and Winnipeg), as well as any corporation or entity owned or controlled by one or more of the preceding entities; Rev. 2/2020 Sourcewell RFP #062320 Equipment Rental with Related Services Page 3 • Crown corporations, government enterprises, and other entities that are owned or controlled by these entities through ownership interest; • Members of the Rural Municipalities of Alberta (RMA) and their represented Associations, Saskatchewan Association of Rural Municipalities (SARM), Saskatchewan Urban Municipalities Association (SUMA), Association of Manitoba Municipalities (AMM), Local Authority Services (LAS), Municipalities Newfoundland and Labrador (MNL), Nova Scotia Federation of Municipalities (NSFM), and Federation of Prince Edward Island Municipalities (FPEIM). For a listing of current United States and Canadian Participating Entities visit Sourcewell’s website (note: there is a tab for each country’s listing): https://www.sourcewell- mn.gov/sourcewell-for-vendors/member-locator. Access to contracted equipment, products, or services by Participating Entities is typically through a purchase order issued directly to the applicable vendor. A Participating Entity may request additional terms or conditions related to a purchase. Use of Sourcewell contracts is voluntary and Participating Entities retain the right to obtain similar equipment, products, or services from other sources. To meet Participating Entities’ needs, public notice of this RFP has been broadly published, including notification in the United States to each state-level procurement department for possible re-posting. Proof of publication will be available at the conclusion of the solicitation process. II. EQUIPMENT, PRODUCTS, AND SERVICES A. SOLUTIONS-BASED SOLICITATION This RFP and contract award process is a solutions-based solicitation; meaning that Sourcewell is seeking equipment, products, or services that meet the general requirements of the scope of this RFP and that are commonly desired or are required by law or industry standards. B. REQUESTED EQUIPMENT, PRODUCTS, OR SERVICES It is expected that Proposers will offer a wide array of equipment, products, or services at lower prices and with better value than what they would ordinarily offer to a single government entity, a school district, or a regional cooperative. 1. Sourcewell is seeking proposals for Equipment Rental with Related Services, including, but not to be limited to: Rev. 2/2020 Sourcewell RFP #062320 Equipment Rental with Related Services Page 4 a. Heavy, medium or light construction equipment, electrical tools, power equipment and general construction tools, heating, ventilation and air conditioning (HVAC) equipment, material handling equipment, pumps, concrete and masonry equipment and tools, public works and utility equipment, trucks and trailers, waste and debris handling equipment, generators; b. Tree, lawn, and landscape equipment, snow and ice removal equipment, facility maintenance and cleaning equipment, safety equipment, temporary shelters and seating, audio visual equipment, public address systems, portable sign boards, portable traffic signals, road barricades and signs; c. Environmental conditions or emissions monitoring equipment, calibration and testing equipment, and imaging equipment; d. Related services, including delivery, installation or setup, removal, repair, maintenance, equipment training programs, safety training programs; and, e. Used rental equipment sales. 2. The primary focus of this solicitation is on equipment rentals. This solicitation should NOT be construed to include: a. Automotive rental or leasing. Proposers may include related equipment, supplies, accessories, and services to the extent that these solutions are complementary to the equipment, products, or service(s) being proposed. Generally, the solutions for Participating Entities are turn-key solutions, providing a combination of equipment, products and services, delivery, and installation to a properly operating status. However, equipment or products only solutions may be appropriate for situations where Participating Entities possess the ability, either in-house or through local third- party contractors, to properly install and bring to operation the equipment or products being proposed. Sourcewell prefers vendors that provide a sole source of responsibility for the products and services provided under a resulting contract. If Proposer requires the use of dealers, resellers, or subcontractors to provide the products or services, the Proposal should address how the products or services will be provided to Participating Entities and describe the network of dealers, resellers, and/or subcontractors that will be available to serve Participating Entities under a resulting contract. Sourcewell desires the broadest possible selection of equipment, products, and services being proposed over the largest possible geographic area and to the largest possible cross-section of Sourcewell current and future Participating Entities. C. REQUIREMENTS Rev. 2/2020 Sourcewell RFP #062320 Equipment Rental with Related Services Page 5 It is expected that Proposers have knowledge of all applicable industry standards, laws, and regulations and possess an ability to market and distribute the equipment, products, or services to Participating Entities. 1. Safety Requirements. All items proposed must comply with current applicable safety or regulatory standards or codes. 2. Deviation from Industry Standard. Deviations from industry standards must be identified with an explanation of how the equipment, products, and services will provide equivalent function, coverage, performance, and/or related services. 3. New Equipment and Products. Proposed equipment and products must be for new, current model; however, Proposer may offer certain close-out equipment or products if it is specifically noted in the Pricing proposal. 4. Delivered and operational. Unless clearly noted in the Proposal, equipment and products must be delivered to the Participating Entity as operational. 5. Warranty. All equipment, products, supplies, and services must be covered by a warranty that is the industry standard or better. D. ANTICIPATED CONTRACT TERM Sourcewell anticipates that the term of any resulting contract(s) will be four (4) years. Up to two one-year extensions may be offered based on the best interests of Sourcewell and its Participating Entities. E. ESTIMATED CONTRACT VALUE AND USAGE Based on past volume of similar contracts, the estimated annual value of all transactions from contracts resulting from this RFP are anticipated to be USD$80 Million; therefore, proposers are expected to propose volume pricing. Sourcewell anticipates considerable activity under the contract(s) awarded from this RFP; however, sales and sales volume from any resulting contract are not guaranteed. F. MARKETING PLAN Proposer’s sales force will be the primary source of communication with Participating Entities. The Proposer’s Marketing Plan should demonstrate Proposer’s ability to deploy a sales force or dealer network to Participating Entities, as well as Proposer’s sales and service capabilities. It is expected that Proposer will promote and market any contract award. G. ADDITIONAL CONSIDERATIONS 1. Contracts will be awarded to Proposers able to best meet the need of Participating Entities. Proposers should submit their complete line of equipment, products, or services that are applicable to the scope of this RFP. Rev. 2/2020 Sourcewell RFP #062320 Equipment Rental with Related Services Page 6 2. Proposers should include all relevant information in its proposal, since Sourcewell cannot consider information that is not included in the Proposal. Sourcewell reserves the right to verify Proposer’s information and may request clarification from a Proposer, including samples of the proposed equipment or products. 3. Depending upon the responses received in a given category, Sourcewell may need to organize responses into subcategories in order to provide the broadest coverage of the requested equipment, products, or services to Participating Entities. Awards may be based on a subcategory. 4. A Proposer’s documented negative past performance with Sourcewell or its Participating Entities occurring under a previously awarded Sourcewell contract may be considered in the evaluation of a proposal. III. PRICING A. REQUIREMENTS All proposed pricing must be: 1. Either Line-Item Pricing or Percentage Discount from Catalog Pricing, or a combination of these: a. Line-item Pricing is pricing based on each individual product or services. Each line must indicate the Vendor’s published “List Price,” as well as the “Contract Price.” b. Percentage Discount from Catalog or Category is based on a percentage discount from a catalog or list price, defined as a published Manufacturer’s Suggested Retail Price (MSRP) for the products or services. Individualized percentage discounts can be applied to any number of defined product groupings. Proposers will be responsible for providing and maintaining current published MSRP with Sourcewell, and this pricing must be included in its proposal and provided throughout the term of any Contract resulting from this RFP. 2. The Proposer’s ceiling price (Ceiling price means that the proposed pricing will be considered as the highest price for which equipment, products, or services may be billed to a Participating Entity). However, it is permissible for vendors to sell at a price that is lower than the contracted price; 3. Stated in U.S. and Canadian dollars (as applicable); and 4. Clearly understood, complete, and fully describe the total cost of acquisition (e.g., the cost of the proposed equipment, products, and services delivered and operational for its intended purpose in the Participating Entity’s location). Proposers should clearly identify any costs that are NOT included in the proposed product or service pricing. This may include items such as installation, set up, mandatory training, or initial inspection. Include identification of any parties that impose such costs and their relationship to the Proposer. Additionally, Proposers should clearly describe any unique distribution and/or delivery methods or options offered in the Proposal. Rev. 2/2020 Sourcewell RFP #062320 Equipment Rental with Related Services Page 7 B. ADMINISTRATIVE FEES Proposers are expected to pay to Sourcewell an administrative fee in exchange for Sourcewell facilitating the resulting contracts. The administrative fee is normally calculated as a percentage of the total sales to Participating Entities for all contracted equipment, products, or services made during a calendar quarter, and is typically one percent (1%) to two percent (2%). In some categories, a flat fee may be an acceptable alternative. IV. CONTRACT Proposers awarded a contract will be required to execute a contract with Sourcewell (see attached template). Only those modifications the Proposer indicates in its proposal will be available for discussion. Much of the language in the Contract reflects Minnesota legal requirements and cannot be altered. Numerous and/or onerous exceptions that contradict Minnesota law may result in the Proposal being disqualified from further review and evaluation. To request a modification to the Contract terms, conditions, or specifications, a Proposer must complete and submit the Exceptions to Terms, Conditions, or Specifications table, with all requested modifications, through the Sourcewell Procurement Portal at the time of submitting the Proposer’s Proposal. Exceptions must: 1. Clearly identify the affected article and section, and 2. Clearly note what language is requested to be modified. Unclear requests will be automatically denied. Only those exceptions that have been accepted by Sourcewell will be included in the contract document provided to the awarded vendor for signature. If a Proposer receives a contract award resulting from this solicitation it will have up to 30 days to sign and return the contract. After that time, at Sourcewell’s sole discretion, the contract award may be revoked. V. RFP PROCESS A. PRE-PROPOSAL CONFERENCE Sourcewell will hold an optional, non-mandatory pre-proposal conference via webcast on the date and time noted on page one of this RFP and on the Sourcewell Procurement Portal. The purpose of this conference is to allow potential Proposers to ask questions regarding this RFP and Sourcewell’s competitive contracting process. Information about the webcast will be sent to all entities that have registered for this solicitation opportunity through their Sourcewell Procurement Portal Vendor Account. Pre-proposal conference attendance is optional. Rev. 2/2020 Sourcewell RFP #062320 Equipment Rental with Related Services Page 8 B. QUESTIONS REGARDING THIS RFP AND ORAL COMMUNICATION Questions regarding this RFP must be submitted through the Sourcewell Procurement Portal. The deadline for submission of questions is found in the Solicitation Schedule and on the Sourcewell Procurement Portal. Answers to questions will be issued through an addendum to this RFP. Repetitive questions will be summarized into a single answer and identifying information will be removed from the submitted questions. All questions, whether specific to a Proposer or generally related to the RFP, must be submitted using this process. Do not contact individual Sourcewell staff to ask questions or request information as this may disqualify the Proposer from responding to this RFP. Sourcewell will not respond to questions submitted after the deadline. C. ADDENDA Sourcewell may modify this RFP at any time prior to the proposal due date by issuing an addendum. Addenda issued by Sourcewell become a part of the RFP and will be delivered to potential Proposers through the Sourcewell Procurement Portal. Sourcewell accepts no liability in connection with the delivery of any addenda. Before a proposal will be accepted through the Sourcewell Procurement Portal, all addenda, if any, must be acknowledged by the Proposer by checking the box for each addendum. It is the responsibility of the Proposer to check for any addenda that may have been issued up to the solicitation due date and time. If an addendum is issued after a Proposer submitted its proposal, the Sourcewell Procurement Portal will WITHDRAW the submission and change the Proposer’s proposal status to INCOMPLETE. The Proposer can view this status change in the “MY BIDS” section of the Sourcewell Procurement Portal Vendor Account. The Proposer is solely responsible to check the “MY BIDS” section of the Sourcewell Procurement Portal Vendor Account periodically after submitting its Proposal (and up to the Proposal due date). If the Proposer’s Proposal status has changed to INCOMPLETE, the Proposer is solely responsible to: i) make any required adjustments to its proposal; ii) acknowledge the addenda; and iii) ensure the re-submitted proposal is received through the Sourcewell Procurement Portal no later than the Proposal Due Date and time shown in the Solicitation Schedule above. D. PROPOSAL SUBMISSION Proposer’s complete proposal must be submitted through the Sourcewell Procurement Portal no later than the date and time specified in the Solicitation Schedule. Any other form of proposal submission, whether electronic, paper, or otherwise, will not be considered by Rev. 2/2020 Sourcewell RFP #062320 Equipment Rental with Related Services Page 9 Sourcewell. Late proposals will not be considered. It is the Proposer’s sole responsibility to ensure that the proposal is received on time. It is recommended that Proposers allow sufficient time to upload the proposal and to resolve any issues that may arise. The time and date that a Proposal is received by Sourcewell is solely determined by the Sourcewell Procurement Portal web clock. In the event of problems with the Sourcewell Procurement Portal, follow the instructions for technical support posted in the portal. It may take up to twenty-four (24) hours to respond to certain issues. Upon successful submission of a proposal, the Portal will automatically generate a confirmation email to the Proposer. If the Proposer does not receive a confirmation email, contact Sourcewell’s support provider at support@bidsandtenders.ca. To ensure receipt of the latest information and updates via email regarding this solicitation, or if the Proposer has obtained this solicitation document from a third party, the onus is on the Proposer to create a Sourcewell Procurement Portal Vendor Account and register for this solicitation opportunity. Within the Procurement Portal, all proposals must be digitally acknowledged by an authorized representative of the Proposer attesting that the information contained in in the proposal is true and accurate. By submitting a proposal, Proposer warrants that the information provided is true, correct, and reliable for purposes of evaluation for potential contract award. The submission of inaccurate, misleading, or false information is grounds for disqualification from a contract award and may subject the Proposer to remedies available by law. E. GENERAL PROPOSAL REQUIREMENTS Proposals must be: • In substantial compliance with the requirements of this RFP or it will be considered nonresponsive and be rejected. • Complete. A proposal will be rejected if it is conditional or incomplete. • Submitted in English. • Valid and irrevocable for 90 days following the Proposal Due Date. Any and all costs incurred in responding to this RFP will be borne by the Proposer. F. PROPOSAL WITHDRAWAL Prior to the proposal deadline, a Proposer may withdraw its proposal. G. OPENING Rev. 2/2020 Sourcewell RFP #062320 Equipment Rental with Related Services Page 10 The Opening of Proposals will be conducted electronically through the Sourcewell Procurement Portal. A list of all Proposers will be made publicly available in the Sourcewell Procurement Portal after the Proposal Due Date, but no later than the Opening time listed in the Solicitation Schedule. To view the list of Proposers, verify that the Sourcewell Procurement Portal opportunities list search is set to “All” or “Closed.” The solicitation status will automatically change to “Closed” after the Proposal Due Date and Time. VI. EVALUATION AND AWARD A. EVALUATION It is the intent of Sourcewell to award one or more contracts to responsive and responsible Proposer(s) offering the best overall quality, selection of equipment, products, and services, and price that meet the commonly requested specifications of Sourcewell and its Participating Entities. The award(s) will be limited to the number of Proposers that Sourcewell determines is necessary to meet the needs of Participating Entities. Factors to be considered in determining the number of contracts to be awarded in any category may include the following: • The number of and geographic location of: o Proposers necessary to offer a comprehensive selection of equipment, products, or services for Participating Entities’ use. o A Proposer’s sales and service network to assure availability of product supply and coverage to meet Participating Entities’ anticipated needs. • Total evaluation scores. • The attributes of Proposers, and their equipment, products, or services, to assist Participating Entities achieve environmental and social requirements, preferences, and goals. Information submitted as part of a proposal should be as specific as possible when responding to the RFP. Do not assume Sourcewell’s knowledge about a specific vendor or product. B. AWARD(S) Award(s) will be made to the Proposer(s) whose proposal conforms to all conditions and requirements of the RFP, and consistent with the award criteria defined in this RFP. Sourcewell may request written clarification of a proposal at any time during the evaluation process. Proposal evaluation will be based on the following scoring criteria and the Sourcewell Evaluator Scoring Guide (available in the Sourcewell Procurement Portal): Rev. 2/2020 Sourcewell RFP #062320 Equipment Rental with Related Services Page 11 Conformance to RFP Requirements 50 Financial Viability and Marketplace Success 75 Ability to Sell and Deliver Service 100 Marketing Plan 50 Value Added Attributes 75 Warranty 50 Depth and Breadth of Offered Equipment, Products, or Services 200 Pricing 400 TOTAL POINTS 1000 C. PROTESTS OF AWARDS Any protest made under this RFP by a Proposer must be in writing, addressed to Sourcewell’s Executive Director, and delivered to the Sourcewell office located at 202 12th Street NE, P.O. Box 219, Staples, MN 56479. The protest must be received no later than 10 calendar days’ following Sourcewell’s notice of contract award(s) or non-award and must be time stamped by Sourcewell no later than 4:30 p.m., Central Time. A protest must include the following items: • The name, address, and telephone number of the protester; • The original signature of the protester or its representative; • Identification of the solicitation by RFP number; • A precise statement of the relevant facts; • Identification of the issues to be resolved; • Identification of the legal or factual basis; • Any additional supporting documentation; and • Protest bond in the amount of $20,000, except where prohibited by law or treaty. Protests that do not address these elements will not be reviewed. D. RIGHTS RESERVED This RFP does not commit Sourcewell to award any contract and a proposal may be rejected if it is nonresponsive, conditional, incomplete, conflicting, or misleading. Proposals that contain false statements or do not support an attribute or condition stated by the Proposer may be rejected. Sourcewell reserves the right to: • Modify or cancel this RFP at any time; • Reject any and all proposals received; • Reject proposals that do not comply with the provisions of this RFP; • Select, for contracts or for discussion, a proposal other than that with the lowest cost; Rev. 2/2020 Sourcewell RFP #062320 Equipment Rental with Related Services Page 12 • Independently verify any information provided in a Proposal; • Disqualify any Proposer that does not meet the requirements of this RFP, is debarred or suspended by the United States or Canada, State of Minnesota, Participating Entity’s state or province; has an officer, or other key personnel, who have been charged with a serious crime; or is bankrupt, insolvent, or where bankruptcy or insolvency are a reasonable prospect; • Waive or modify any informalities, irregularities, or inconsistencies in the proposals received; • Clarify any part of a proposal and discuss any aspect of the proposal with any Proposer; and negotiate with more than one Proposer; • Award a contract if only one responsive proposal is received if it is in the best interest of Participating Entities; and • Award a contract to one or more Proposers if it is in the best interest of Participating Entities. E. DISPOSITION OF PROPOSALS All materials submitted in response to this RFP will become property of Sourcewell and will become public record in accordance with Minnesota Statutes Section 13.591, after negotiations are complete. Sourcewell considers that negotiations are complete upon execution of a resulting contract. It is the Proposer’s responsibility to clearly identify any data submitted that it considers to be protected. Proposer must also include a justification for the classification citing the applicable Minnesota law. Sourcewell will not consider the prices submitted by the Proposer to be confidential, proprietary, or trade secret materials. Financial information, including financial statements, provided by a Proposer is not considered trade secret under the statutory definition. The Proposer understands that Sourcewell will reject proposals that are marked confidential or nonpublic, either substantially or in their entirety. 5/5/2020 Addendum No. 1 Solicitation Number: RFP 062320 Solicitation Name: Equipment Rental with Related Services Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Is there a way to export or download the questions within the specification tables? Answer 1: After selecting “Start Submission”, a proposer may navigate to Step 4 – “Preview Bid” and select “Preview My Bid in PDF”, if a downloadable PDF of the questionnaire tables is desired. End of Addendum Acknowledgement of this Addendum to RFP 062320 posted to the Sourcewell Procurement Portal on 5/5/2020, is required at the time of proposal submittal. 5/12/2020 Addendum No. 2 Solicitation Number: RFP 062320 Solicitation Name: Equipment Rental with Related Services Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: When submitting a response to this RFP, is it acceptable to offer just one line item from the Requested Equipment, Products, and Services? Answer 1: A proposer is not required to offer all possible items or services within the scope of the solicitation to be considered for award. However, proposals are evaluated based on the criteria as stated in the RFP. Question 2: For future reference, will the response from a previous RFP automatically populate the fields of a new RFP as appropriate (i.e. Tables 1 through 11)? Answer 2: Each opportunity posted to the Sourcewell Procurement Portal represents a separate and distinct competitive solicitation. The content of a vendor’s proposal will not automatically carry over to future proposals. End of Addendum Acknowledgement of this Addendum to RFP 062320 posted to the Sourcewell Procurement Portal on 5/12/2020, is required at the time of proposal submittal. 6/1/2020 Addendum No. 3 Solicitation Number: RFP 062320 Solicitation Name: Equipment Rental with Related Services Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Would the rental of used fire apparatus be considered in the scope of the RFP? Answer 1: Each proposer, in its discretion, will propose the equipment, products, and services that it deems to fall within Sourcewell’s requested equipment, products, and services as described in the RFP. Only those products within the scope of the RFP will be included in any contract awarded by Sourcewell as a result of the solicitation and each Proposal will be evaluated based on the criteria stated in the RFP. End of Addendum Acknowledgement of this Addendum to RFP 062320 posted to the Sourcewell Procurement Portal on 6/1/2020, is required at the time of proposal submittal. 6/3/2020 Addendum No. 4 Solicitation Number: RFP 062320 Solicitation Name: Equipment Rental with Related Services Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Is a dealer representing a corporate manufacturer in a geographical area allowed to submit a bid or would this bid be expected to come from a corporate level? Answer 1: A proposer is not required to cover every geographic region to be considered for award. Each proposal is evaluated based on the criteria stated in the RFP. End of Addendum Acknowledgement of this Addendum to RFP 062320 posted to the Sourcewell Procurement Portal on 6/3/2020, is required at the time of proposal submittal. 6/3/2020 Addendum No. 5 Solicitation Number: RFP 062320 Solicitation Name: Equipment Rental with Related Services Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: If a company is offering a proposal for this RFP, must the company have the equipment in their owned inventory? Answer 1: Each proposer, in its discretion, will determine how to best demonstrate the depth and breadth of their offered equipment, products, or services, and their ability to serve Sourcewell participating entities. Refer to Questionnaire Tables 14A, 14B, and 15, of Step 1 of the bid submission process within the Sourcewell Procurement Portal. End of Addendum Acknowledgement of this Addendum to RFP 062320 posted to the Sourcewell Procurement Portal on 6/3/2020, is required at the time of proposal submittal. 6/8/2020 Addendum No. 6 Solicitation Number: RFP 062320 Solicitation Name: Equipment Rental with Related Services Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: RFP Section II. E. "ESTIMATED CONTRACT VALUE AND USAGE" states, "Based on past volume of similar contracts, the estimated annual value of all transactions from contracts resulting from this RFP are anticipated to be USD$80 Million." Can you please provide a listing as to the quantities and types of equipment that make up this estimate? Answer 1: The RFP anticipated volume is an aggregate estimate based on past volumes of similar contracts. It is an aggregate estimate only, and no sales or sales volume are guaranteed. End of Addendum Acknowledgement of this Addendum to RFP 062320 posted to the Sourcewell Procurement Portal on 6/8/2020, is required at the time of proposal submittal. 6/9/2020 Addendum No. 7 Solicitation Number: RFP 062320 Solicitation Name: Equipment Rental with Related Services Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Please provide more clarification in regards to Line Item 69 - Heating, Ventilation and Air Conditioning (HVAC) Equipment. In order to provide a bid for this line item, more specifications as to the requirements of the type of product (application, desiccant, SCFM requirements, etc.) is being requested. Answer 1: Sourcewell utilizes a competitive, solutions-based solicitation approach that is not based on detailed specifications or finite quantities for our cooperative contract awards. A respondent is allowed to propose the entire line of products and services falling within the scope of the RFP. Section II. B. of the RFP addresses the requested equipment, products, or services for this solicitation. End of Addendum Acknowledgement of this Addendum to RFP 062320 posted to the Sourcewell Procurement Portal on 6/9/2020, is required at the time of proposal submittal. 6/15/2020 Addendum No. 8 Solicitation Number: RFP 062320 Solicitation Name: Equipment Rental with Related Services Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Table 2, Question 9 regarding financial stability, and Question 13 "how is your organization best described", should the responses be from the point of view of the parent company or the subsidiary that handles rental of equipment? Answer 1: In the competitive process, Sourcewell will not advise a proposer on the content of the proposal. It is left to the discretion of each proposer to determine the information necessary to best demonstrate their financial stability and organizational information to Sourcewell participating entities. The solicitation is a competitive process and proposals are evaluated on the content submitted. End of Addendum Acknowledgement of this Addendum to RFP 062320 posted to the Sourcewell Procurement Portal on 6/15/2020, is required at the time of proposal submittal. Biddingo - Leading e-procurement portal for public and private sector bids https://r2cow.biddingo.com/bidding/444089 1 of 2 5/7/2020, 9:47 AM Sourcewell, a State of Minnesota local government agency and service cooperaƟve, is requesƟng proposals for Equipment Rental with Related Services to result in a contracƟng soluƟon for use by its ParƟcipaƟng EnƟƟes. Sourcewell ParƟcipaƟng EnƟƟes include thousands of governmental, higher educaƟon, K‐12 educaƟon, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [hƩps://proportal.sourcewell‐mn.gov ]. Only proposals submiƩed through the Sourcewell Procurement Portal will be considered. Proposals are due no later than June 23, 2020, at 4:30 p.m. Central Time, and l Biddingo - Leading e-procurement portal for public and private sector bids https://r2cow.biddingo.com/bidding/444089 2 of 2 5/7/2020, 9:47 AM Notice Basic Information Details Dates Contact Information Pre-Bidding Events Bid Submission Process Estimated Contract Value (CAD)$320,000,000.00 (Not shown to suppliers) Reference Number 0000175054 Issuing Organization Sourcewell Owner Organization Solicitation Type RFP - Request for Proposal (Formal) Solicitation Number 062320 Title Equipment Rental with Related Services Source ID PP.CO.USA.868485 Location All of Canada, All of Canada Purchase Type Term: 2020/08/03 01:00:00 AM EDT - 2024/08/02 01:00:00 AM EDT Description Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Equipment Rental with Related Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than June 23, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. Publication Manual publication Question Acceptance Deadline 2020/06/16 05:30:00 PM EDT Questions are submitted online No Bid Intent Not Available Closing Date 2020/06/23 05:30:00 PM EDT Prebid Conference 2020/06/02 11:00:00 AM EDT Procurement Department 218-894-1930 rfp@sourcewell-mn.gov Event Type Prebid Conference Attendance Recommended Event date 2020/06/02 11:00:00 AM EDT Location Online Webinar Event Note Pre-Proposal login instructions will be emailed two days prior. Bid Submission Type Electronic Bid Submission Pricing In attached document Pricing In attached document Bid Documents List Item Name Description Mandatory Bid Documents Documents defining the proposal Yes 062320 - Equipment Rental with Related Services 2020/04/30 09:52:40 AM EDT Page 1 of 6 Documents Documents Document Size Uploaded Date Language How to obtain RFP documents [docx]140 Kb 2020/04/30 09:51:12 AM EDT English 062320 - Equipment Rental with Related Services 2020/04/30 09:52:40 AM EDT Page 2 of 6 Categories Selected Categories GSIN Categories (81) C Construction Construction 518 Renting services related to equipment for construction or demolition of buildings or civil engineering works with operator Renting services related to equipment for construction or demolition of buildings or civil engineering works with operator 5181A RENTING CONSTRUCTION OR DEMOLITION EQUIPMENT RENTING CONSTRUCTION OR DEMOLITION EQUIPMENT S Services Services W Lease and/or Rental of Equipment Lease and/or Rental of Equipment WL3800 CONSTRUCTION, MINING, EXCAVATING AND HIGHWAY MAINTENANCE EQUIPMENT - LEASING Construction, Mining, Excavating and Highway Maintenance - formerly L3800 W Lease and Rental of Equipment Lease and Rental of Equipment WL3895 MISCELLANEOUS CONSTRUCTION EQUIPMENT - LEASING Miscellaneous Construction Equipment - formerly L3895 WR5130 HAND TOOLS, POWER-DRIVEN - RENTAL Hand Tools, Power-Driven - formerly R5130 G Goods Goods N51 Hand Tools Hand Tools N51 Hand Tools Hand Tools N5100 HAND TOOLS Hand tools N5110 HAND TOOLS, EDGED, NONPOWERED Hand Tools, Edged, Nonpowered Includes Chisels; Files; Pipe Cutters; Rasps; Saws; Screw Plates; Axes; Hatchets; Machetes. N5110B BLADES, HAND, HACKSAW, CGSB 46-GP-1 BLADES, HAND, HACKSAW, CGSB 46-GP-1 N5110C CHISEL, METAL AND WOODWORKING CHISEL, METAL AND WOODWORKING N5110DC CUTTERS, PIPE AND TUBE, CGSB 39-GP-49 CUTTERS, PIPE AND TUBE, CGSB 39-GP-49 N5110DE CUTTERS, WIRE ROPE, HAND OPERATED CUTTERS, WIRE ROPE, HAND OPERATED N5110GC HANDLES, WOOD, TOOL, SMALL (CHISELS, FILES, ETC.) HANDLES, WOOD, TOOL, SMALL (CHISELS, FILES, ETC.) N5110J PLANES PLANES N5110L SAWS, HAND, NONPOWERED, ALL TYPES SAWS, HAND, NONPOWERED, ALL TYPES N5110P SHEARS, HAND, WORKSHOP TOOLS SHEARS, HAND, WORKSHOP TOOLS N5110Q STAMP, MARKING, STEEL (DIE SET, METAL STAMPING, HAND) STAMP, MARKING, STEEL (DIE SET, METAL STAMPING, HAND) N5110R STRIPPER, WIRE, BENCH STRIPPER, WIRE, BENCH 062320 - Equipment Rental with Related Services 2020/04/30 09:52:40 AM EDT Page 3 of 6 GSIN Categories (81) N5120 HAND TOOLS, NONEDGED, NONPOWERED Hand Tools, Nonedged, Nonpowered Includes Hammers; Picks; Pliers; Screwdrivers; Shovels; Construction Rakes; Forks and Hoes; Jacks, including Contractors' Jacks; Wrecking Bars; Glue Pots; Blowtorches. N5120A SHOPTOOLS AND EQUIPMENT-GENERAL SHOPTOOLS AND EQUIPMENT-GENERAL N5120AAA ANVILS ANVILS N5120AAC BENDER, TUBE, HAND BENDER, TUBE, HAND N5120AAF CRIMPING TOOLS, SHEET METAL PIPE, HAND CRIMPING TOOLS, SHEET METAL PIPE, HAND N5120AAG DIGGERS POSTHOLE HINGED DIGGERS POSTHOLE HINGED N5120AAJ EXTRACTORS, SCREW THREAD INSERT EXTRACTORS, SCREW THREAD INSERT N5120AAL FLARING TOOL, TUBE, HAND FLARING TOOL, TUBE, HAND N5120AAX DRESSER, ABRASIVE WHEEL, HAND DRESSER, ABRASIVE WHEEL, HAND N5120AAY SHOP TOOLS, N.E.S. SHOP TOOLS, N.E.S. N5120E JACKS JACKS N5120EA JACKS, HYDRAULIC, HAND JACKS, HYDRAULIC, HAND N5120EB JACKS, HYDRAULIC, LIFTING JACKS, HYDRAULIC, LIFTING N5120GB PLIERS, RETAINING RING PLIERS, RETAINING RING N5120H PULLERS PULLERS N5120J PUNCHES PUNCHES N5120LH VISES, TOOL ROOM, DRILL PRESS, GRADUATED VISES, TOOL ROOM, DRILL PRESS, GRADUATED N5120M WRENCHES WRENCHES N5120MG WRENCHES, COMBINATION, OPEN END AND BOX, CGSB 39-GP-11C, 39-GP-11M WRENCHES, COMBINATION, OPEN END AND BOX, CGSB 39-GP-11C, 39-GP-11M N5120MJ WRENCHES, RATCHET, CROW FOOT, CGSB 39-GP-12B WRENCHES, RATCHET, CROW FOOT, CGSB 39-GP-12B N5120ML WRENCHES, TORQUE WRENCHES, TORQUE N5120MN WRENCHES, TAP AND REAMER WRENCHES, TAP AND REAMER N5120N TRADESMAN AND SPECIAL TASKS TOOLS TRADESMAN AND SPECIAL TASKS TOOLS N5120NA ALIGNMENT TOOLS, ELECTRONIC EQUIPMENT ALIGNMENT TOOLS, ELECTRONIC EQUIPMENT N5120ND MECHANICS HAND TOOLS (CANADIAN MFR) MECHANICS HAND TOOLS (CANADIAN MFR) N5120NE RIVET TOOLS, SHEET METAL RIVET TOOLS, SHEET METAL 062320 - Equipment Rental with Related Services 2020/04/30 09:52:40 AM EDT Page 4 of 6 GSIN Categories (81) N5120NG LOGGING TOOLS LOGGING TOOLS N5120NJ AIRCRAFT TOOLS, SPECIAL AIRCRAFT TOOLS, SPECIAL N5120NL TOOLS, LINESMEN TOOLS, LINESMEN N5120NN CRIMPING, INSTALLING AND REMOVAL TOOLS, CONNECTOR CRIMPING, INSTALLING AND REMOVAL TOOLS, CONNECTOR N5130BA CUTTERS, CABLE, CARTRIDGE ACTUATED CUTTERS, CABLE, CARTRIDGE ACTUATED N5130BB DRIVER, STUD, POWDER ACTUATED DRIVER, STUD, POWDER ACTUATED N5130C ELECTRIC PORTABLE TOOLS, ALL TYPES ELECTRIC PORTABLE TOOLS, ALL TYPES N5130CA DRILLS, ELECTRIC, PORTABLE DRILLS, ELECTRIC, PORTABLE N5130CB GRINDERS, ELECTRIC, PORTABLE GRINDERS, ELECTRIC, PORTABLE N5130CE POLISHER, PORTABLE, ELECTRIC, AIRCRAFT POLISHER, PORTABLE, ELECTRIC, AIRCRAFT N5130CG SANDER, BELT, ELECTRIC, PORTABLE SANDER, BELT, ELECTRIC, PORTABLE N5130CK SAW, CIRCULAR, PORTABLE, ELECTRIC SAW, CIRCULAR, PORTABLE, ELECTRIC N5130CM TOOLS, ELECTRIC, PORTABLE, N.E.S. TOOLS, ELECTRIC, PORTABLE, N.E.S. N5130D PNEUMATIC PORTABLE TOOLS, ALL TYPES PNEUMATIC PORTABLE TOOLS, ALL TYPES N5130DA DRILLS PNEUMATIC, PORTABLE DRILLS PNEUMATIC, PORTABLE N5130DB HAMMERS, CHIPPING, PNEUMATIC HAMMERS, CHIPPING, PNEUMATIC N5130DC NUT RUNNER AND SCREWDRIVER, PNEUMATIC NUT RUNNER AND SCREWDRIVER, PNEUMATIC N5130DE SAW, CIRCULAR, PORTABLE, PNEUMATIC SAW, CIRCULAR, PORTABLE, PNEUMATIC N5130DG TOOLS, PNEUMATIC, PORTABLE, N.E.S. TOOLS, PNEUMATIC, PORTABLE, N.E.S. N5130DH WRENCHES, IMPACT, PNEUMATIC WRENCHES, IMPACT, PNEUMATIC N5130DK SOCKET, SOCKET WRENCH, IMPACT TYPE SOCKET, SOCKET WRENCH, IMPACT TYPE N5133 DRILL BITS, COUNTERBORES AND COUNTERSINKS, HAND AND MACHINE Drill Bits, Counterbores, and Countersinks; Hand and Machine N5133A BITS, AUGER BITS, AUGER N5133B DRILLBITS DRILLBITS N5136 TAPS, DIES AND COLLETS, HAND AND MACHINE Taps, Dies, and Collets: Hand and Machines N5136A DIE AND TAP SET, THREAD CUTTING DIE AND TAP SET, THREAD CUTTING N5136C DIE, THREAD CUTTING DIE, THREAD CUTTING 062320 - Equipment Rental with Related Services 2020/04/30 09:52:40 AM EDT Page 5 of 6 GSIN Categories (81) N5140 TOOLS AND HARDWARE BOXES Tool and Hardware Boxes N5140B POUCH, MECHANICS TOOLS POUCH, MECHANICS TOOLS N5140C TOOL BOX, PORTABLE TOOL BOX, PORTABLE N5140CA TOOL BOX PORTABLE, METAL TOOL BOX PORTABLE, METAL N5140E BAG, TOOL, SATCHEL BAG, TOOL, SATCHEL N5180 SETS, KITS, AND OUTFITS OF HAND TOOLS Sets, Kits, and Outfits of Hand Tools N5180A TOOL KIT, AUTOMOTIVE MECHANICS TOOL KIT, AUTOMOTIVE MECHANICS N5180B TOOL KIT, BODY AND FENDER REPAIR TOOL KIT, BODY AND FENDER REPAIR N5180C TOOL KIT, ELECTRICIANS TOOL KIT, ELECTRICIANS N5180D SPECIAL TOOLS AUTOMOTIVE, GASOLINE AND DIESEL SPECIAL TOOLS AUTOMOTIVE, GASOLINE AND DIESEL MERX Category (1) N Services Services N18 Lease and Rental of Equipment Lease and Rental of Equipment UNSPSC Categories (2) 22000000 Building and Construction Machinery and Accessories 22100000 Heavy construction machinery and equipment 22101900 Building construction machinery and accessories 27000000 Tools and General Machinery 27110000 Hand tools 27112700 Power tools 062320 - Equipment Rental with Related Services 2020/04/30 09:52:40 AM EDT Page 6 of 6 The New York State Contract Reporter This document printed Wednesday, 04/29/2020 NYS' official source of contracting opportunities Bringing business and government together Contracting Opportunity * * * This ad has not been published. It has been reviewed and pending publication. * * * Title:Equipment Rental with Related Services Agency:Sourcewell Division:Procurement Department Contract Number:062320 Contract Term:4 years, with potential 1 year extension Date of Issue:04/30/2020 Due Date/Time:06/23/2020 4:30 PM Central Time County(ies):All NYS counties Classification:Vehicles & Equipment - Commodities Opportunity Type:General Entered By:Chris Robinson Description:Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Equipment Rental with Related Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal .sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than June 23, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. Service-Disabled Veteran-Owned Set Aside: No 1 of 2 Contact Information Primary contact:Sourcewell Procurement Department Kim Austin Procurement Lead Analyst 202 12th Street NE P.O. Box 219 Staples, MN 56479 United States Ph: 218-895-4161 kim.austin@sourcewell-mn.gov Submit to contact:Sourcewell Procurement Department Kim Austin Procurement Lead Analyst 202 12th Street NE P.O. Box 219 Staples, MN 56479 United States Ph: 218-895-4161 kim.austin@sourcewell-mn.gov © 2020, Empire State Development http://www.esd.ny.gov/ 2 of 2 Chat Help Logout [Switch to Vendor View] Home New Bid Closed Bids My Stuff Tools Bid RFP #062320 - Equipment Rental with Related Services Bid Type RFP Bid Number 062320 Title Equipment Rental with Related Services Start Date Apr 30, 2020 9:03:01 AM CDT End Date Jun 23, 2020 4:30:00 PM CDT Agency Sourcewell Bid Contact Chris Robinson (218) 895-4168 rfp@sourcewell-mn.gov 202 12th Street NE P.O. Box 219 Staples, MN 56479-0219 Access Reports View reports on who has been notified of the bid or accessed it. [Notification report] [Access report] Questions 0 Questions 0 Unanswered [View/Ask Questions] Edit Bid [Create Addendum] Description Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Equipment Rental with Related Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than June 23, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. Pre-Bid Conference Date Jun 2, 2020 10:00:00 AM CDT Location Online web conference Notes Pre-Proposal login instructions will be emailed two days prior. Documents No Documents for this bid Customer Support: agencysupport@publicpurchase.com | Copyright 1999-2020 © | The Public Group, LLC. All rights reserved. Public Purchase: Bid RFP #062320 - Equipment Rental with Related Ser... https://www.publicpurchase.com/gems/bid/bidView?bidId=127849 1 of 1 4/30/2020, 9:03 AM Opportunity Notice Equipment Rental with Related Services Opportunity Information Organization:(RMA) Rural Municipalities of Alberta Organization Address: Reference Number:AB-2020-02862 Solicitation Number: AB-2020-02862 Solicitation Type:Request for Proposal Posting (MM/dd/yyyy):04/30/2020 04:30:00 PM Alberta Time Closing (MM/dd/yyyy):06/23/2020 03:30:59 PM Alberta Time Last Update (MM/dd/yyyy):04/30/2020 04:24:56 PM Alberta Time Agreement Type:NWPTA/TILMA & CFTA & CETA Region of Opportunity:Open Region of Delivery:Alberta Opportunity Type:Open & Competitive Commodity Codes: WR3810: CRANES AND CRANE SHOVELS - RENTAL 5164CV: Generator Maintenance 5161B: Heating, Ventilation and Air Conditioning Maintenance & Inspection Services N3895L: Rollers, Construction Equipment N3825N: Trucks, Snow Removal, Equipment WR3815: CRANE AND CRANE-SHOVEL ATTACHMENTS - RENTAL N3810C: Cranes, Truck Mounted, Hydraulic Boom U099S: Safety Training Courses N3750P: Gardening and Ground Maintenance Implements and Tools, Non- Powered, N.E.S. N3895J: Mixers, Concrete N3750EC: Mower, Lawn, Tractor Propelled N3895C: Batching Plants, Cement Aggregate WR3805B: EXCAVATOR, HYDRAULIC, CRAWLER MOUNTED - RENTAL N3825J: Sweepers, Road, Rotary, Vehicle Mounting N3825T: Brush, Sweeper, Road and Runway N3895AD: Asphalt Paving Machine Accessories N5660H: Post, Metal Signs, U Channel and Telescopic Type WR3895: MISCELLANEOUS CONSTRUCTION EQUIPMENT - RENTAL WR3805C: LOADERS, FRONT END - RENTALS N3825R: Sweepers, Road Rotary, Towed N3895: Miscellaneous Construction Equipment N3950: Winches, Hoists, Cranes and Derricks N4210PB: Trailer, Fire Pumper 5161A: Heating (Except Electric Heating) and Air Conditioning N3810B: Cranes, Truck Mounted, Cable Operated WR3805: EARTHMOVING AND EXCAVATING EQUIPMENT - RENTAL N3750C: Gardening and Ground Maintenance Implements and Tools, Powered, N.E.S. T018CA: Consulting Services, Audio Visual Equipment Category: Goods Potential vendors (bidders) may view the bid package here. Interested vendors (bidders) who wish to submit a response to this opportunity should register their interest by downloading the document(s) from the bid package. Opportunity Preview https://vendor.purchasingconnection.ca/Opportunity.aspx?Guid=93bd66... 1 of 3 5/6/2020, 9:04 AM Response Submission: Only proposals submitted through the Sourcewell Procurement Portal will be considered. https://proportal.sourcewell-mn.gov Proposals are due no later than June 23, 2020,at 4:30 p.m. Central time and late proposals will not be considered. Response Contact: Robinson, Chris Procurement Manager 2510 Sparrow Drive Nisku, Alberta T9E 8N5 Tel: 218-895-4158 Email: rfp@sourcewell-mn.gov Response Specifics: A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than June 23, 2020, 4:30 pm Central Time, and late proposals will not be considered. Proposer’s complete proposal must be submitted through the Sourcewell Procurement Portal no later than the date and time specified in the Solicitation Schedule. Any other form of proposal submission, whether electronic, paper, or otherwise, will not be considered by Sourcewell. Only complete proposals that are timely submitted through the Sourcewell Procurement Portal will be considered. Late proposals will not be considered. It is the Proposer’s sole responsibility to ensure that the proposal is received on time. All proposals must be received through the Sourcewell Procurement Portal no later than the Proposal Due Date and time noted in the Solicitation Schedule above. It is recommended that Proposers allow sufficient time to upload the proposal and to resolve any issues that may arise. The closing time and date is determined by the Sourcewell Procurement Portal web clock. In the event of problems with the Sourcewell Procurement Portal, follow the instructions for technical support posted in the portal. It may take up to twenty-four (24) hours to respond to certain issues. Upon successful submission of a proposal, the Portal will automatically generate a confirmation email to the Proposer. If the Proposer does not receive a confirmation email, contact Sourcewell’s support provider at support@bidsandtenders.ca. To ensure receipt of the latest information and updates via email regarding this solicitation, or if the Proposer has obtained this solicitation document from a third party, the onus is on the Proposer to create a Sourcewell Procurement Portal Vendor Account and register for this solicitation opportunity. All proposals must be acknowledged digitally by an authorized representative of the Proposer attesting that the information contained in in the proposal is true and accurate. By submitting a proposal, Opportunity Preview https://vendor.purchasingconnection.ca/Opportunity.aspx?Guid=93bd66... 2 of 3 5/6/2020, 9:04 AM Proposer warrants that the information provided is true, correct, and reliable for purposes of evaluation for potential contract award. The submission of inaccurate, misleading, or false information is grounds for disqualification from a contract award and may subject the Proposer to remedies available by law. Opportunity Description: Rural Municipalities of Alberta ("RMA"), is posting the solicitation on behalf of RMA and its current and potential Members and represented Associations and their Members, which includes local Governmental and other not-for-profit organizations located in all provinces and territories in Canada including but not limited to British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Nova Scotia, New Brunswick, Prince Edward Island, Newfoundland and Labrador and Northwest Territories. Request for Proposal ("RFP") to result in regional and/or national contract solutions under the rules and regulations of the New West Partnership Trade Agreement ("CETA") for this procurement, RMA/Sourcewell is requesting proposals for Equipment Rental with Related Services to result in a national contracting solution for use by its members. Members include thousands of governmental, higher education, K-12 education, not-for-profit, tribal government, and other public agencies located in Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than June 23, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. APC "Opportunity Notices" This notice is provided for information purposes only. Refer to the "Opportunity Documents" in the bid package for authoritative information. All queries pertaining to the language, content or any missing or inaccurate information within this abstract must be sent to its originator of the abstract, as specified in the opportunity notice. © APC - All rights reserved. No part of the information contained in this Web Site may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise without the prior written permission of the Manager, Centre of Expertise via: SA.APCRequests@gov.ab.ca. Her Majesty the Queen in right of Alberta and the Alberta public sector entities that use APC are not responsible or liable for the accuracy of the information contained in the publication. It is the responsibility of interested parties to review the opportunity posting for changes or updates prior to the opportunity closing date/time. Opportunity Preview https://vendor.purchasingconnection.ca/Opportunity.aspx?Guid=93bd66... 3 of 3 5/6/2020, 9:04 AM 2 C ❚THURSDAY, APRIL 30, 2020 ❚USA TODAY SPORTS Successful Advertisements start with USA TODAY Marketplace For advertising information, call: 1-800-397-0070 GET NOTICED! Advertise in USA TODAY’s Marketplace! Call:1-800-397-0070 To view more Classified listings, visit: classifieds.usatoday.com BUSINESS OPPORTUNITIES BUSINESS OPPORTUNITIES BUSINESS BUSINESS MARKETPLACE MARKETPLACE FOR THE HOME BuyMyGold.com Top Prices Paid 30 Year Business Jewelry • Diamonds Coins • Watches • Old Gold Honest–Safe–Fast FREEShippingKit NextDayPayment Have you gained weight during the Lockdown? Call/Contact Dr. Kostow Wellness and Weight Loss 717-533-2100 www.kostowwellness.com 15 days FREE! Free Online 6-Figure Side-Income Training Free & Easy Sign Up. Immediate Access. Sign Up Right Now @: http://bit.ly/2V08Q4G Affiliate Opp FINANCIAL HEALTH/FITNESS Searching for Employment? Try Self Employment Work From Home Publically traded on Nasdaq Professional Network Mkt. Call: 1-888-408-9250 NOTICETO OFFERORS Sealed responses will be received by 1GPA office at 1910W.Washington St. Phoenix, AZ. 85009 until Wednesday, June 3, 2020 @ 11:00 AM (AZTime Zone) Request For Proposal Grant Consulting and Other Research Services RFP #20-04P Sealed responses will be publicly opened in the 1GPA office immediately following the deadline for receiving responses. Solicitations may be downloaded online at www.publicpurchase.com. For additional information please contact Christy Knorr at 866-306-3893 or cknorr@1gpa.org NOTICES PUBLIC NOTICE Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Equipment Rental with Related Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal https://proportal. sourcewell-mn.gov. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than June 23, 2020, at 4:30 p.m. CentralTime, and late proposals will not be considered. PUBLIC NOTICE The Independent Vehicle Agent Program A Work From Home Business. Become a vehicle agent and receive income each month from our customer referrals sent to groups of vehicle dealerships assigned to you. Call Randy Shaw at 469.444.9638 for information. An ultra easy work from home income opportunity! Earn hundreds or thousands of extra dollars while advertising your business or career! Don’t have a business or career? Crank out this business and make it your own! theABCD.net (888)277-5500 BUSINESS OPPORTUNITIES Place your advertisement in USA TODAY’s Marketplace! Call: 800-397-0070 To place your ad in USA TODAY Marketplace, call:1-800-397-0070 Major League Baseball may be on the road to a possible return. Manny Ramirez hopes it’s the same for him, although he realizes that at his age, he won’t be suiting up in the big leagues. The former Cleveland Indians and Boston Red Sox slugger told the Tai- wan Times on Wednesday that his goal for 2020 is to return to Taiwan’s Chi- nese Professional Baseball League. “I have been itching to get back in the batter’s box and be able to compete again,” he told the Times. “I also miss being around teammates and team dinners post-game. “I know if I was given the opportu- nity to come in an organization as a player-coach, it would do great things for the organization and the league.” It’s not the first time Ramirez is at- tempting a comeback overseas. In 2013, he hit .352/.422/.555 for the EDA Rhinos, one of the league’s five teams (that has since taken a different name under new ownership), in 49 games. Ramirez clubbed eight homers and drove in 43 runs. Ramirez, however, will turn 48 next month. He told the paper he will pro- vide positive contributions in a player- coach role, not unlike the duties he performed in the Chicago Cubs organi- zation in 2014. He dropped the player tag after one season but remained an instructor, before attempting a come- back in Japan in 2017. Ramirez said he considered playing in the independent Atlantic League stateside, but prefers the CPBL. “I am still confident in my ability to serve as a player-coach and provide positive contributions to any ball club that is willing to have me on their staff/ roster,” he told the Times. “I have been working out daily and keeping my mind at ease, with only one thing in mind – how to get back on the field.” Taken by the Indians in the first round of the 1991 draft, Ramirez made 12 All-Star squads throughout his ca- reer and won two World Series with the Red Sox. He hit 555 home runs and left MLB with 555 home runs and a .996 OPS. Whether Ramirez can add to the legend of “Manny being Manny” re- mains to be seen. Ramirez,47, wantscomeback Chris Bumbaca USA TODAY Manny Ramirez says he is still “itching” to play baseball. REED SAXON/AP Major League Baseball managers, buoyed by a belief there will be games played this year, acknowledge the sea- son will be like no other. There will be fewer games. New ri- vals. New divisions, New rules. New playoff format. And likely no fans. In the end, though, there will be a new World Series champion. And no matter what anyone says, managers believe that winning the World Series would be just as gratifying, perhaps even more so, than any other ti- tle. “There will be no asterisk,’’ Los Ange- les Dodgers manager Dave Roberts told USA TODAY. “When you look at all of the hurdles, keeping your team together emotionally, and what your players have to do differently to prepare for this sea- son, you can argue it would mean more than going through the duration and grind of an eight-month season. “To get to the finish line, and be the last team standing holding that trophy, and knowing what you had to go through to get there, would be as satis- fying as any World Series champion- ship.’’ Houston Astros manager Dusty Bak- er was on the Dodgers team that won the 1981 World Series. It was a split-sea- son with a 50-day players’ strike. Teams didn’t play the same amount of games. The St. Louis Cardinals, who had the best overall record, didn’t even make the playoffs. There was an extra round of playoffs before the league champion- ship series. And not a single player, Baker said, felt as if the title were tainted. “I still think about how special that feeling was,’’ Baker said. “I never forgot it. And it would be no different now. “It doesn’t matter how the season will look; everybody is going to be running the same race. And winning the World Series is going to feel like no other. Imagine the storybook ending on this season. “This is America’s game. It goes on for eight months a year. It will be differ- ent without the electricity of fans in the stands, but it’s baseball.” The Atlanta Braves won their only World Series in 1995, the same year that the work stoppage delayed the start of the season. Teams played 144 games in- stead of 162. Try telling the Braves their accom- plishment felt any different. “It will be a different year obviously,’’ Braves manager Brian Snitker said. “But regardless of how many games we play, and what you did to get there, I think it will be special.’’ The San Francisco Giants won three World Series championships in five years, each one unique, and if it hap- pens again this year, the emotions will be feel completely different. And, yes, that trophy will be sitting prominently in their gorgeous ballpark, right alongside the others. “I definitely don’t think it would mean any less,’’ Giants manager Gabe Kapler said. “I think there could be something really powerful about win- ning a championship in any sport at a time where everyone is really coming together, appreciating the healing role sports play in society. “What we’re facing is something larg- er than any of us, and experiencing that moment of unity as a team under the circumstances, could be even more emotional.’’ Says St. Louis Cardinals manager Mike Shildt, who jokes that he has set a world record for the longest honeymoon after being married on March 6: “Being able to win this year’s World Series, re- gardless of the circumstances, you’re still having the most elite players in the world compete for one title. And regard- less of what that formula looks like, the magnitude would still be equal of a whole season. “That ring will be more than earned.’’ If there weren’t a trophy to be won, or it didn’t matter whether you won or lost, why bother coming back to play? It’s the competition that has driven the players to reach the major leagues, and if any- thing, a shorter season may fuel that drive. The mantra of, it’s not a sprint, it’s a marathon, will not exist if the season is played in 2020. “We always talk about every game being meaningful in the rugged NL West,’’ Arizona Diamondbacks manager Torey Lovullo says, “but a losing streak of seven to eight games can sock it to you.” This is the first time there has been optimism that there will even be a sea- son since the pandemic shut down the sports world last month. It doesn’t mat- ter if the leagues will be realigned, or if the season becomes more like baseball’s version of March Madness. “Who cares, if we’re playing, who really cares what the changes are,’’ Snitker says. “I just want to play. I’m willing to do whatever they decided to do, make it work, and be really good. When we start playing again, it will be good for our country. “I don’t think anybody will be (com- plaining) again about the length of the Red Sox-Yankee games anymore.’’ Who’s going to complain about the time of any games? The rash of strike- outs? The walks? Even bat-flips? This is a country starved for sports, pleading for normalcy, and baseball hopes to be the one to provide that re- lief. “It’s not apples to apples, but look what baseball did for our country after 9/11’’ Roberts said. “Baseball can pro- vide a semblance of a sign of things to come, a sign of hope, and getting America’s pastime in people’s homes. “You look at this pandemic, and you see what this has done to our entire world and country, the economy, and jobs and unemployment. The morale of the country has been greatly affect- ed. Sports can unify this country, and to come back is going to be pretty emo- tional.’’ Who knows, after this season, may- be we’ll never look at baseball again the same. And maybe that’s a blessing. “I think the country needs it, man,’’ Baker said. “There’s a greater appreci- ation of what we had than what we lost, and hopefully, we can get it back. “When you see people dying, the food lines, and what people don’t have, man, if that doesn’t make you have a greater appreciation for life, nothing will.’’ Bob Nightengale Columnist USA TODAY Manager Dave Martinez of the Washington Nationals might get to hold onto the Commissioners Trophy longer than he thought. GETTY IMAGES If there’s baseball in 2020, ‘therewill be no asterisk’ for champion Bids Homepage (/Module/Tenders/en/Home/BidsHomepage) Find more bids (https://proportal.sourcewell-mn.gov/) Create Account (/Module/Tenders/en/Vendor/Create /42b90b89-9f67-483a-96e3-9b0490d01d40) Login (/Module/Tenders/en/Login/Index /42b90b89-9f67-483a-96e3-9b0490d01d40) Click (https://www.bidsandtenders.ca)here (https://proportal.sourcewell-mn.gov/) to return to the Sourcewell Procurement Portal home page. Bid Details Bid Classification: Goods Bid Type: RFP - General Bid Number: RFP 062320 Bid Name: Equipment Rental with Related Services Bid Status: Open Bid Closing Date: Tue Jun 23, 2020 4:30:00 PM (CDT) Question Deadline: Tue Jun 16, 2020 4:30:00 PM (CDT) Time-frame for delivery or the duration of the contract: Four years, with possible 1 year extension Negotiation Type: Refer to bid document Condition for Participation: Refer to bid document Electronic Auctions: Not Applicable Language for Bid Submissions: English unless specified in the bid document Submission Type: Online Submissions Only Submission Address: Online Submissions Only Public Opening: No https://proportal.sourcewell-mn.gov/Module/Tenders/en/Tender/Detail/9... 1 of 3 5/12/2020, 8:50 AM Documents Description: Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Equipment Rental with Related Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov (https://proportal.sourcewell- mn.gov/)]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than June 23, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. Bid Document Access: Bid Opportunity notices and awards and a free preview of the bid documents is available on this site free of charge without registration. There is no cost to obtain an unsecured version of the document and /or to participate in this solicitation. Categories: Show Categories [+] The following are the meeting times and locations for the opportunity: Meeting Location Description Pre-Proposal Web Conference Login instructions will be provided to registered p takers by email two business days prior to the w conference. https://proportal.sourcewell-mn.gov/Module/Tenders/en/Tender/Detail/9... 2 of 3 5/12/2020, 8:50 AM Addenda File Name Equipment Rental RFP 062320 Wednesday April 29, 2020 01:14 PM Equipment Rentral_RFP 062320_Contract_Template Wednesday April 29, 2020 01:14 PM File Name Addendum_1_Equipment_Rental_RFP_062320 Tuesday May 5, 2020 02:24 PM https://proportal.sourcewell-mn.gov/Module/Tenders/en/Tender/Detail/9... 3 of 3 5/12/2020, 8:50 AM ProposalOpeningRecord Dateofopening:June23,2020 SourcewellpostedRequestforProposal#062320,fortheprocurementofEquipmentRentalwithRelatedServices, ontheSourcewellProcurementPortal[proportal.sourcewellͲmn.gov]onThursday,April30,2020,andthe solicitationremainedinanopenstatuswithintheportaluntilJune23,2020,at4:30pmCT.TheRFPrequiredthat allproposalsbesubmittedthroughtheSourcewellProcurementPortalnolaterthan4:30pmCTonJune23,2020, thedateandtimespecifiedintheSolicitationSchedule. TheundersignedcertifythatallresponsesreceivedonRequestforProposal#062320weresubmittedthroughthe SourcewellProcurementPortal,andthateachProposer’sresponsematerialwasdigitallysealeduponsubmission andremainedinaccessibleuntiltheduedateandtimespecifiedintheSolicitationSchedule. Responseswerereceivedfromthefollowing: AcmeOperations,LLC–received6/23/20at9:53:21AM AhernRentals,Inc.–received6/22/20at3:12:41PM AltecIndustries,Inc.–received6/23/20at12:01:05PM BettsPlatinumGroup,LLC–received6/23/20at3:26:14PM Caterpillar,Inc.–received6/23/20at4:17:32PM ClarkEquipmentCompany–received6/23/20at2:59:04PM CompactorRentalsofAmerica,LLC–received6/23/20at11:18:21AM FederalSignalCorporation–received6/23/20at11:43:26AM Hitrac1974–received6/23/20at10:47:43AM HVACMechanicalServicesofTexas,Ltd.–received6/23/20at11:37:08AM JAPAEquipmentRentals,Inc.–received6/23/20at2:53:51PM Nesco,LLC–received6/23/20at3:34:38PM PacesetterEquipment,Ltd.–received6/23/20at4:26:42PM PowerSecure,Inc.–received6/22/20at12:14:51PM PremierTruckRental–received6/22/20at3:46:08PM StreetSmartRental,LLC–received6/23/20at4:26:22PM SunbeltRentals–received6/23/20at8:13:56AM UNITEDRENTALS(NORTHAMERICA),INC.–received6/23/20at1:17:51PM Sourcewell Page2of2 TheProposalswereopenedelectronically,andalistofallProposerswasmadepubliclyavailableinthe SourcewellProcurementPortal,onJune23,2020,at4:31:00PMCT.Allresponsiveproposalswerethen submittedforreviewbytheSourcewellEvaluationCommittee. ___________________________________________________________________ KimAustin,CPPB,ProcurementLeadAnalystCarolJackson,ProcurementAnalyst ĐŵĞKƉĞƌĂƚŝŽŶƐ͕>> ŚĞƌŶZĞŶƚĂůƐ/ŶĐ͘ ůƚĞĐ/ŶĚƵƐƚƌŝĞƐ͕/ŶĐ͘ ĞƚƚƐWůĂƚŝŶƵŵ'ƌŽƵƉ>> ĂƚĞƌƉŝůůĂƌ/ŶĐ ůĂƌŬ ƋƵŝƉŵĞŶƚŽŵƉĂŶLJŽŵƉĂĐƚŽƌZĞŶƚĂůƐŽĨŵĞƌĐŝĂ͕>> &ĞĚĞƌĂů^ŝŐŶĂůŽƌƉŽƌĂƚŝŽŶ ,ŝƚƌĂĐϭϵϳϰWŽƐƐŝďůĞWŽŝŶƚƐŽŶĨŽƌŵĂŶĐĞƚŽZ&WZĞƋƵŝƌĞŵĞŶƚƐϱϬϰϮ ϰϮ ϰϯ ϯϳ ϰϰ ϰϱ ϰϮ ϰϯ ϯϳWƌŝĐŝŶŐϰϬϬϯϭϵ ϯϭϵ ϯϯϴ Ϯϲϰ ϯϯϲ ϯϬϵ ϯϯϴ ϯϮϰ ϯϬϱ&ŝŶĂŶĐŝĂůsŝĂďŝůŝƚLJĂŶĚDĂƌŬĞƚƉůĂĐĞ^ƵĐĐĞƐƐϳϱϱϵ ϲϭ ϲϱ ϱϮ ϲϴ ϲϳ ϲϬ ϲϳ ϱϮďŝůŝƚLJƚŽ^ĞůůĂŶĚĞůŝǀĞƌ^ĞƌǀŝĐĞϭϬϬϲϴ ϳϴ ϴϱ ϲϭ ϴϳ ϴϴ ϳϳ ϴϲ ϱϳDĂƌŬĞƚŝŶŐWůĂŶϱϬϯϴ ϰϱ ϰϱ ϯϴ ϰϰ ϰϰ ϰϭ ϯϵ ϯϲsĂůƵĞĚĚĞĚƚƚƌŝďƵƚĞƐϳϱϱϱ ϲϬ ϲϭ ϱϴ ϲϴ ϲϰ ϲϮ ϲϲ ϱϲtĂƌƌĂŶƚLJϱϬϰϮ ϰϯ ϰϮ Ϯϰ ϰϯ ϰϮ ϰϱ ϰϱ ϯϴĞƉƚŚĂŶĚƌĞĂĚƚŚŽĨKĨĨĞƌĞĚ ƋƵŝƉŵĞŶƚ͕WƌŽĚƵĐƚƐ͕Žƌ^ĞƌǀŝĐĞƐϮϬϬϭϲϭ ϭϳϴ ϭϱϳ ϭϮϴ ϭϳϲ ϭϱϴ ϭϰϰ ϭϱϰ ϭϱϳdŽƚĂůWŽŝŶƚƐϭ͕ϬϬϬϳϴϰ ϴϮϲ ϴϯϲ ϲϲϮ ϴϲϲ ϴϭϳ ϴϬϵ ϴϮϰ ϳϯϴZĂŶŬKƌĚĞƌϵϱϰϭϲϮϳϴϲϭϰ,sDĞĐŚĂŶŝĐĂů^ĞƌǀŝĐĞƐŽĨdĞdžĂƐ>ƚĚ :W ƋƵŝƉŵĞŶƚZĞŶƚĂůƐ/ŶĐ͘ EĞƐĐŽ͕>> WĂĐĞƐĞƚƚĞƌ ƋƵŝƉŵĞŶƚ>ƚĚ͘ WŽǁĞƌ^ĞĐƵƌĞ/ŶĐ WƌĞŵŝĞƌdƌƵĐŬZĞŶƚĂů ^ƚƌĞĞƚ^ŵĂƌƚZĞŶƚĂů>> ^ƵŶďĞůƚZĞŶƚĂůƐhE/d Z Ed>^;EKZd,D Z/Ϳ͕/E͘WŽƐƐŝďůĞWŽŝŶƚƐŽŶĨŽƌŵĂŶĐĞƚŽZ&WZĞƋƵŝƌĞŵĞŶƚƐϱϬϯϮ ϰϬ ϰϭ ϯϱ ϯϵ Ϯϳ ϰϬ ϰϮ ϰϱWƌŝĐŝŶŐϰϬϬϮϮϱ ϯϮϲ ϯϬϭ ϯϬϯ ϯϬϳ Ϯϯϴ ϯϬϯ ϯϮϲ ϯϰϯ&ŝŶĂŶĐŝĂůsŝĂďŝůŝƚLJĂŶĚDĂƌŬĞƚƉůĂĐĞ^ƵĐĐĞƐƐϳϱϱϭ ϱϯ ϲϭ ϰϴ ϲϰ ϰϯ ϱϴ ϲϲ ϲϵďŝůŝƚLJƚŽ^ĞůůĂŶĚĞůŝǀĞƌ^ĞƌǀŝĐĞϭϬϬϱϮ ϱϳ ϳϲ ϲϱ ϳϲ ϱϬ ϳϳ ϴϴ ϵϮDĂƌŬĞƚŝŶŐWůĂŶϱϬϯϰ ϯϴ ϰϮ ϯϳ ϰϯ ϯϬ ϰϮ ϰϱ ϰϲsĂůƵĞĚĚĞĚƚƚƌŝďƵƚĞƐϳϱϰϯ ϱϲ ϱϳ ϰϴ ϱϲ ϯϵ ϲϭ ϲϯ ϲϮtĂƌƌĂŶƚLJϱϬϯϭ ϰϯ ϯϵ ϯϰ ϰϰ ϯϱ ϰϭ ϰϮ ϰϰĞƉƚŚĂŶĚƌĞĂĚƚŚŽĨKĨĨĞƌĞĚ ƋƵŝƉŵĞŶƚ͕WƌŽĚƵĐƚƐ͕Žƌ^ĞƌǀŝĐĞƐϮϬϬϭϯϱ ϭϱϴ ϭϱϲ ϭϰϱ ϭϯϰ ϭϮϯ ϭϰϱ ϭϴϵ ϭϴϵdŽƚĂůWŽŝŶƚƐϭ͕ϬϬϬϲϬϯ ϳϳϭ ϳϳϯ ϳϭϱ ϳϲϯ ϱϴϱ ϳϲϳ ϴϲϭ ϴϵϬZĂŶŬKƌĚĞƌϭϳ ϭϭ ϭϬ ϭϱ ϭϯ ϭϴ ϭϮ ϯ ϭ<ŝŵƵƐƚŝŶ͕D͕WW͕WƌŽĐƵƌĞŵĞŶƚ>ĞĂĚŶĂůLJƐƚ ƌĂŶĚŽŶdŽǁŶ͕W^D͕W^͕WƌŽĐƵƌĞŵĞŶƚŶĂůLJƐƚDŝĐŚĂĞůDƵŹŽnj͕WW͕WƌŽĐƵƌĞŵĞŶƚŶĂůLJƐƚ ^ƚĞƉŚĂŶŝĞ,ĂĂƚĂũĂ͕W/D͕WƌŽĐƵƌĞŵĞŶƚŶĂůLJƐƚWƌŽƉŽƐĂů ǀĂůƵĂƚŝŽŶZ&WηϬϲϮϯϮϬ ƋƵŝƉŵĞŶƚZĞŶƚĂůǁŝƚŚZĞůĂƚĞĚ^ĞƌǀŝĐĞƐ COMMENT AND REVIEW to the REQUEST FOR PROPOSAL (RFP) 062320 Entitled Equipment Rental with Related Services The following advertisement was placed April 30, 2020 in Utah’s The Salt Lake Tribune, in USA Today, in South Carolina’s The State, and on the Sourcewell website www.sourcewell-mn.gov, Sourcewell Procurement Portal https://proportal.sourcewell-mn.gov, Biddingo, Merx, The New York State Contract Reporter www.nyscr.ny.gov, PublicPurchase.com, and May 1, 2020 in Oregon’s Daily Journal of Commerce: Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Equipment Rental with Related Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than June 23, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. The solicitation process was conducted through the Sourcewell Procurement Portal. The following parties expressed interest in the solicitation by registering for this opportunity within the portal: ABC Rental Center of Parma Hts., Inc. Jade Equipment Company, Ltd. Acme Operations, LLC JAPA Equipment Rentals, Inc. Aggreko, LLC Komatsu America Corp. Ahern Rentals, Inc. LTL Contracting, Ltd. All South Shore Medical Supply, Inc. Max Distributing / BCS America Altec Industries, Inc. Midstates Equipment and Supply ATS Traffic Saskatchewan Nesco, LLC Bar Star Energy North Fringe Industrial Technologies, Inc. Betts Platinum Group, LLC Pacesetter Equipment, Ltd. Bobcat of Brookings, Inc. Phenix Enterprises, Inc. Brandt Truck Rigging & Trailers PowerSecure, Inc. Brindlee Mountain Fire Apparatus, LLC Premier Truck Rental Canadrone Inspection & Imaging Services Prime Vendor, Inc. Capital Industrial Sales & Service, Ltd. Quality Forklift Sales and Service, Inc. DocuSign Envelope ID: DDA22FFE-2002-48E6-8F75-26349E8A4725 Sourcewell Page 2 of 5 Caterpillar, Inc. Rain for Rent Chadwick-Baross, Inc. Regina Construction Association Clark Equipment Company Sound Art Calgary, Inc. Climate by Design International, Inc. Sterling Truck and Trailer Sales, Ltd. Collicutt Energy Services Corp. Street Smart Rental, LLC Compactor Rentals of America, LLC Sunbelt Rentals Complete Equipment Sunbelt Rentals of Canada Corporate Leasing Associates, Inc. TEC Equipment Dynamic Air Solutions ThorWorks Industries Enviro-management Partners, LLC TNT Crane & Rigging Canada, Inc. Federal Contracts Corp. Tobroco Machinery, LLC Federal Signal Corporation Toromont Cat, A Division of Toromont Industries, Ltd. FST Canada, Inc. United Rentals (North America), Inc. Green Climber of North America Webb Contracting Hitrac 1974 Western Materials Handling & Equipment, Ltd. HVAC Mechanical Services of Texas, Ltd. Whitehead Electric Co., Inc. Industrial Power, LLC All Proposals remained sealed within the Sourcewell Procurement Portal until the scheduled due date and time. Proposals were electronically opened, and the list of all Proposers was made publicly available on the Sourcewell Procurement Portal, on June 23, 2020 at 4:31 pm CT. Proposals were received from the following: Acme Operations, LLC Ahern Rentals, Inc. Altec Industries, Inc. Betts Platinum Group, LLC Caterpillar, Inc. Clark Equipment Company Compactor Rentals of America, LLC Federal Signal Corporation Hitrac 1974 HVAC Mechanical Services of Texas, Ltd. JAPA Equipment Rentals, Inc. Nesco, LLC Pacesetter Equipment, Ltd. PowerSecure, Inc. Premier Truck Rental Street Smart Rental, LLC Sunbelt Rentals United Rentals (North America), Inc. Proposals were reviewed by the Proposal Evaluation Committee: Kim Austin, CPPB, Procurement Lead Analyst Brandon Town, CPSM, CPSD, Procurement Analyst Michael Muñoz, CPPB, Sourcewell Procurement Analyst Stephanie Haataja, CPIM, Procurement Analyst DocuSign Envelope ID: DDA22FFE-2002-48E6-8F75-26349E8A4725 Sourcewell Page 3 of 5 The findings of the Proposal Evaluation Committee are summarized as follows: The Proposal Evaluation Committee applied the Sourcewell RFP evaluation criteria and determined that all proposal responses met the scope and mandatory submittal requirements and were evaluated. Global Rental, a subsidiary of Altec Industries, Inc., offers participating entities a wide variety of products including aerial devices, cranes, dump trucks, cable handlers, pole trailers, and a variety of other options to meet their public utility needs. Global Rental has a robust sales force covering the United States and Canada and 24-hour mobile emergency service available. Global Rental offers a competitive discount to Sourcewell participating entities. Caterpillar Inc. (CAT), offers construction, mining, energy, and transportation equipment. With a vast independently owned dealer network they are able to provide coverage throughout the United States and Canada. CAT dealers rent a wide variety of CAT branded equipment, as well as equipment of other represented brands. In addition to rentals, Caterpillar is bringing access to used machine sales, parts, and service. Sourcewell participating agencies will receive discounted, not to exceed pricing. Sunbelt Rentals is offering a full line of rental equipment including general tool and construction equipment, climate control, power generation, pump solutions, ground protection, temporary bridging, trench shoring, scaffolding, safety training, and used equipment sales. They have a vast network of locations throughout the Unites States and Canada and offer 24/7 customer support. Sunbelt Rentals is offering significantly discounted rates for Sourcewell participating entities. United Rentals, Inc., is offering Sourcewell a comprehensive selection of general and specialized rental equipment such as construction, power and HVAC equipment, fluid pumping equipment, trench safety and shoring, onsite services, and tool solutions. Their rental equipment is available to Sourcewell members across the United States and Canada at over 1000 United Rental branch locations. Comprehensive certification and training for all equipment is provided by the United Academy, including a robust library of courses, and OSHA required training. All products proposed by United Rentals are being provided at competitive pricing with a solid discount. For these reasons, the Sourcewell Proposal Review Committee recommends award of Sourcewell Contract #062320 to: Altec Industries, Inc. 062320-ALT Caterpillar Inc. 062320-CAT Sunbelt Rentals 062320-SNB United Rentals, Inc. 062320-URI The preceding recommendations were approved on August 24, 2020. ______________________________________________ Kim Austin, CPPB, Procurement Lead Analyst DocuSign Envelope ID: DDA22FFE-2002-48E6-8F75-26349E8A4725 Sourcewell Page 4 of 5 _________________________________________ Brandon Town, CPSM, CPSD Procurement Analyst __________________________________________ Michael Muñoz, CPPB, Sourcewell Procurement Analyst ________________________________________ Stephanie Haataja, CPIM, Procurement Analyst DocuSign Envelope ID: DDA22FFE-2002-48E6-8F75-26349E8A4725 Sourcewell Page 5 of 5 STATEMENT OF COMPLIANCE As Chief Procurement Officer for Sourcewell, I have reviewed the recommendation of the Evaluation Committee and the accompanying support materials documenting the process followed for RFP #062320 for Equipment Rental with Related Services. The committee accepted, deemed responsive, evaluated, and recommended proposals for award. Under authority granted to the Chief Procurement Officer in Sourcewell’s bylaws, the recommendations set forth above are approved. I hereby certify: 1. Sourcewell is a government agency, created and authorized by Minnesota law to provide cooperative procurement contracts. 2. The procurement process and resulting contracts have been awarded in compliance with the laws of the State of Minnesota (Minnesota Statutes Chapter 471 and Minnesota Statutes Section 123A.21), and in conformity to Sourcewell’s Procurement Policy. Jeremy Schwartz, CSSBB, CPPO Chief Procurement Officer DocuSign Envelope ID: DDA22FFE-2002-48E6-8F75-26349E8A4725 GSD-S Formal Cooperative Purchase Agreement (06-2023) -1- FORMAL COOPERATIVE PURCHASE AGREEMENT THIS AGREEMENT (Agreement) is made and entered into EFFECTIVE ____________________________. by and between CITY OF FRESNO, a California municipal corporation (City), and Enterprise Fleet Management, Inc., a [Legal Identity] (Vendor). 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. The Charter for the City allows for cooperative purchase agreements for materials, supplies, equipment, and public work of improvement. The City is allowed to piggyback an existing government agency’s agreement, under Fresno City Charter 1208. The parties agree the Vendor was the lowest responsive and responsible bidder for Invitation for Bid (IFB) issued by Sourcewell (Original Government Contract). The IFB is attached hereto as Exhibit A and is incorporated herein by reference. The Parties agree that the Vendor has entered a Cooperative Purchase Contract with Enterprise Fleet Management, Inc. (Original Government Contract). 2. Vendor’s Obligation. Vendor shall provide those services and carry out that work described in the Original Government Contract, which is attached hereto as Exhibit B and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. 3. City’s Obligation. City shall make to the Vendor those payments described in Exhibits A and B, subject to all the terms and condition contained or incorporated herein 4. Notwithstanding the requirements that the Original Government Contract is fully binding on the Parties, the parties have agreed to modify certain non-material provisions of the Original Government Contract as applied to this Agreement between the Vendor and the City, as follows: a) City’s Insurance and Indemnity provisions attached as Exhibit D. b) Address change for the City: Notwithstanding the address and contract information for the government entity as set out in Exhibit B, the Vendor agrees that notices and invoices will be sent to: City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca 93706 Phone: (559) 621-1186 FAX: (559) 485-2167 GSD-S Formal Cooperative Purchase Agreement (06-2023) -2- c) Notwithstanding anything in Exhibits A and B to the contrary, 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 dut8ies hereunder shall be Fresno County, California. d) All other provisions in the Original Government Contract are fully binding on the parties and will represent the agreement between the City and the Vendor. [Signatures follow on the next page.] GSD-S Formal Cooperative Purchase Agreement (06-2023) -3- 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: Melissa Perales Purchasing Manager General Services Department No signature of City Attorney required. Standard Document #GSD-S Formal Cooperative Purchase Agreement (10-2022) has been used without modification, as certified by the undersigned. By: Tamra Torrence Senior Procurement Specialist ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy Addresses: CITY City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca. 93706 Phone: (559) 621-1186 E-mail: Duane.Myers@fresno.gov Enterprise Fleet Management, Inc., a [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) Vendor: Enterprise Fleet Management Attention: Dain Giesie 600 Corporate Park Drive St. Louis, MO 63105 Phone: (314) 274-5428 E-mail: Dain.E.Giesie@efleets.com Attachments: Exhibit A - Invitation For Bids Exhibit B - Original Government Contract Exhibit C - City’s Insurance and Indemnity 030122-EFM Rev. 3/2021 1 Solicitation Number: RFP #030122 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Enterprise Fleet Management, Inc., 600 Corporate Park Drive, St. Louis, MO 63105 (Supplier). Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Sourcewell issued a public solicitation for Fleet Management Services from which Supplier was awarded a contract. Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires April 18, 2026, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier. C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All other rights will cease upon expiration or termination of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. 030122-EFM Rev. 3/2021 2 Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. All Equipment and Products provided under this Contract must be new and the current model. Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. Equipment, product, or service warranties will be provided by the manufacturer or service provider. Supplier will assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer or service provider. Any manufacturer’s or service provider’s warranty will be passed on to the Participating Entity. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information. 3. PRICING All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable 030122-EFM Rev. 3/2021 3 time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event that Equipment and Products arrive in a defective or inoperable condition, the Participating Entity must promptly bring any such condition to Supplier’s attention. Supplier will then provide commercially reasonable assistance to the Participating Entity in any communication or negotiation with the Equipment and Product’s manufacturer or dealer, as applicable, with respect to claims relating to such condition. B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator. At a minimum, the request must: x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. 030122-EFM Rev. 3/2021 4 A fully executed Sourcewell Price and Product Change Request Form will become an amendment to this Contract and will be incorporated by reference. 5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at government- owned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6. PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract. 030122-EFM Rev. 3/2021 5 Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum; the terms of which will be negotiated directly between the Participating Entity and the Supplier. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as e- commerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. D. TERMINATION OF ORDERS. Participating Entities may terminate an order prior to the applicable Equipment and Product manufacturer or dealer deadline, in whole or in part, immediately upon notice to Supplier in the event of any of the following: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements. Any termination thereafter will be governed by the terms and conditions of Supplier’s affiliates’ Master Lease Agreement. E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: x Maintenance and management of this Contract; 030122-EFM Rev. 3/2021 6 x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, supply issues, customer issues, and any other necessary information. 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made). The Report must contain the following fields: x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address; x Participating Entity City; x Participating Entity State/Province; x Participating Entity Zip/Postal Code; x Participating Entity Contact Name; x Participating Entity Contact Email Address; x Participating Entity Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Supplier. B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee. The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should 030122-EFM Rev. 3/2021 7 note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter. Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9. AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing. 10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid. C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties. D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties. 030122-EFM Rev. 3/2021 8 E. CONTRACT COMPLETE. This Contract, with respect to the subject matter hereof, represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1- 22 will govern. F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 11. INDEMNITY AND HOLD HARMLESS Supplier must indemnify, defend, save, and hold Sourcewell, including their agents and employees, harmless from any third-party claims or causes of action, including attorneys’ fees incurred by Sourcewell, arising out of any act or omission in the performance of this Contract by the Supplier or its agents or employees. Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law. Indemnity obligations between Supplier and any Participating Entity, if any, will be as set forth in the applicable Supplier’s affiliates’ Master Lease Agreement. 12. GOVERNMENT DATA PRACTICES Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Supplier under this Contract. 13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY 1. Grant of License. During the term of this Contract: a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use the trademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier. b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell. 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, 030122-EFM Rev. 3/2021 9 resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos. b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. 4. As applicable, Supplier agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Supplier in violation of applicable patent or copyright laws. 5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract. D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services. 030122-EFM Rev. 3/2021 10 14. GOVERNING LAW, JURISDICTION, AND VENUE The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota. 15. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 16. SEVERABILITY If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed. 17. PERFORMANCE, DEFAULT, AND REMEDIES A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue. 3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract. The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated 030122-EFM Rev. 3/2021 11 or other damages. If the default remains after the opportunity for cure, the non-defaulting party may: x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 18. INSURANCE A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate 3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. 030122-EFM Rev. 3/2021 12 Minimum Limits: $1,000,000 each accident, combined single limit 4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 5. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service. Minimum limits: $2,000,000 per occurrence $2,000,000 annual aggregate Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract. C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. 030122-EFM Rev. 3/2021 13 D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention. 19. COMPLIANCE A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities. 20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing. Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the 030122-EFM Rev. 3/2021 14 procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all references to “federal” should be interpreted to mean the United States federal government. The following list only applies when a Participating Entity accesses Supplier’s Equipment, Products, or Services with United States federal funds. A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). Intentionally omitted. C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Intentionally omitted. D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. Intentionally omitted. E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Intentionally omitted. F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award 030122-EFM Rev. 3/2021 15 covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. Intentionally omitted. J. BUY AMERICAN PROVISIONS COMPLIANCE. Intentionally omitted. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Supplier that are directly pertinent to Supplier’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier’s personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). Intentionally omitted. M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier not use the seal(s), logos, crests, or reproductions of flags or likenesses of Federal agency officials without specific pre-approval. N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Contract or any purchase by an Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or any purchase by an authorized user. O. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier’s actions pertaining to this Contract or any purchase by a Participating Entity. P. FEDERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and benefit overpayments. 030122-EFM Rev. 3/2021 16 Q. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested. R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S. Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism. S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. Intentionally omitted. T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the term of this Contract will comply with applicable requirements of 2 C.F.R. § 200.322. 22. CANCELLATION Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. Sourcewell Enterprise Fleet Management, Inc. 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Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc. Table 148: Depth and 8readth of Offered Equipment Products and Services Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary. ine Item Cate or or T pe Offered Comments 90 Services for the acquisition by Sourcewell participating entities, whether by lease or financing, of on-road vehicles of all types or classifications, all weight classes, and all engine types Yes No As the largest purchaser of vehicles in North America, Enterprise has the ability to acquire vehicles from nearly any manufacturer. This includes specialty vehicles and Emergency Response Vehicles. * 91 New vehicle service and preparation for the vehicles described in Line 90 above, such as, pre-delivery inspection, parts and accessories installation, and vehicle marking application or installation Yes No Through our Fleet Management programs we are able to offer all of these services.* 92 Preventative maintenance plans, vehicle maintenance and repair services, and related service level agreements for Sourcewell participating entity on-road vehicle fleets of all types Yes No Through our Fleet Management programs we are able to offer all of these services.* 93 In addition to the solutions described in Lines 90-92 above, proposers may include a complementary offering of the following ancillary services: i. Short-term rental programs; ii. Upfitting of after-market programs; iii. Fleet management information technologies, such as: telematics, fleet monitoring, fuel management, fuel tank management, and motor pool/fleet sharing software and systems; iv. Roadside assistance including towing, emergency towing, and repairs; v. Installation, operation, and maintenance of dedicated charging and fueling stations; and vi. Vehicle battery longevity monitoring and replacement plans. Yes No Through our Fleet Management programs we are able to offer all of these services. Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text. Documents Ensure our submission document(s) conforms to the following : 1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided. 2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell. 3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell. 4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Pricing - Pricing-Final.xlsx - Tuesday March 01, 2022 14:16:51 Financial Strength and Stability - Enterprise Financial Stability.pdf - Tuesday March 01, 2022 14:16:39 Marketing Plan/Samples - Sample Marketing Plan.pdf - Tuesday March 01, 2022 14:19:21 WM8E/M8E/S8E or Related Certificates - Wade Ford 2022 GMSDC Certificate.pdf - Tuesday March 01, 2022 14:27:57 Warranty Information - Sample Warranty Information.pdf - Tuesday March 01, 2022 14:26:14 Standard Transaction Document Samples - Sample Quote 2427574.pdf - Tuesday March 01, 2022 15:27:53 Upload Additional Document - Sourcewell Submission.zip - Tuesday March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¶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³6SHFLDOO\'HVLJQDWHG1DWLRQDOVDQG%ORFNHG3HUVRQV´OLVWPDLQWDLQHGE\WKH2IILFHRI)RUHLJQ$VVHWV&RQWURO RIWKH8QLWHG6WDWHV'HSDUWPHQWRIWKH7UHDVXU\IRXQGDW KWWSV ZZZWUHDVXU\JRYRIDFGRZQORDGVVGQOLVWSGI ,QFOXGHGRQWKHJRYHUQPHQWZLGHH[FOXVLRQVOLVWVLQWKH8QLWHG6WDWHV6\VWHPIRU$ZDUG0DQDJHPHQWIRXQGDW KWWSV VDPJRY6$0 RU 3UHVHQWO\GHEDUUHGVXVSHQGHGSURSRVHGIRUGHEDUPHQWGHFODUHGLQHOLJLEOHRUYROXQWDULO\H[FOXGHGIURPSURJUDPVRSHUDWHG Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc. 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Rev. 3/2021 Sourcewell RFP #030122 Fleet Management Services Page 1 RFP #030122 REQUEST FOR PROPOSALS for Fleet Management Services Proposal Due Date: March 1, 2022, 4:30 p.m., Central Time Sourcewell, a State of Minnesota local government unit and service cooperative, is requesting proposals for Fleet Management Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than March 1, 2022, at 4:30 p.m. Central Time, and late proposals will not be considered. Solicitation Schedule Public Notice of RFP Published: January 11, 2022 Pre-proposal Conference: February 1, 2022, 10:00 a.m., Central Time Question Submission Deadline: February 21, 2022, 4:30 p.m., Central Time Proposal Due Date: March 1, 2022, 4:30 p.m., Central Time Late responses will not be considered. Opening: March 1, 2022, 6:30 p.m., Central Time See RFP Section V.G. “Opening” Rev. 3/2021 Sourcewell RFP #030122 Fleet Management Services Page 2 I. ABOUT SOURCEWELL A. SOURCEWELL Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that facilitates a competitive public solicitation and contract award process for the benefit of its 50,000+ participating entities across the United States and Canada. Sourcewell’s solicitation process complies with State of Minnesota law and policies, conforms to Canadian trade agreements, and results in cooperative purchasing solutions from which Sourcewell’s Participating Entities procure equipment, products, and services. Cooperative purchasing provides participating entities and suppliers increased administrative efficiencies and the power of combined purchasing volume that result in overall cost savings. At times, Sourcewell also partners with other purchasing cooperatives to combine the purchasing volume of their membership into a single solicitation and contract expanding the reach of contracted suppliers’ potential pool of end users. Sourcewell uses a website-based platform, the Sourcewell Procurement Portal, through which all proposals to this RFP must be submitted. B. USE OF RESULTING CONTRACTS In the United States, Sourcewell’s contracts are available for use by: • Federal and state government entities; • Cities, towns, and counties/parishes; • Education service cooperatives; • K-12 and higher education entities; • Tribal government entities; • Some nonprofit entities; and • Other public entities. In Canada, Sourcewell’s contracts are available for use by: • Provincial and territorial government departments, ministries, agencies, boards, councils, committees, commissions, and similar agencies; • Regional, local, district, and other forms of municipal government, municipal organizations, school boards, and publicly-funded academic, health, and social service entities referred to as MASH sector (this should be construed to include but not be limited to the Cities of Calgary, Edmonton, Toronto, Ottawa, and Winnipeg), as well as any corporation or entity owned or controlled by one or more of the preceding entities; • Crown corporations, government enterprises, and other entities that are owned or controlled by these entities through ownership interest; Rev. 3/2021 Sourcewell RFP #030122 Fleet Management Services Page 3 • Members of the Rural Municipalities of Alberta (RMA) and their represented Associations: MASH (municipalities, academic institutions, schools and hospitals) and MUSH (municipalities, universities, schools and hospitals) sectors, and other governmental agencies eligible to use the Sourcewell contracts. MASH and MUSH sector refers to regional, local, district or other forms of municipal government, school boards, publicly-funded academic, health and social service entities, as well as any corporation or entity owned or controlled by one or more of the preceding entities, including but not limited to represented associations, Saskatchewan Association of Rural Municipalities ("SARM"), Association of Manitoba Municipalities ("AMM"), Local Authorities Services/Association of Municipalities Ontario ("LAS/AMO", excluding the cities of Toronto and Ottawa), Nova Scotia Federation of Municipalities (“NSFM”), Federation of Prince Edward Island Municipalities (“FPEIM”), Municipalities Newfoundland Labrador (“MNL”), Union of New Brunswick Municipalities (“UNBM”), North West Territories Association of Communities ("NWTAC") and their members. RMA Participants may include all not-for-profit agencies for Canadian provinces and territories. For a listing of current United States and Canadian Participating Entities visit Sourcewell’s website (note: there is a tab for each country): https://www.sourcewell-mn.gov/sourcewell-for- vendors/agency-locator. Participating Entities typically access contracted equipment, products, or services through a purchase order issued directly to the contracted supplier. A Participating Entity may request additional terms or conditions related to a purchase. Use of Sourcewell contracts is voluntary and Participating Entities retain the right to obtain similar equipment, products, or services from other sources. To meet Participating Entities’ needs, Sourcewell broadly publishes public notice of all solicitation opportunities, including this RFP. In the United States each state-level procurement department receives notice for possible re-posting. Proof of publication will be available at the conclusion of the solicitation process. II. SOLICITATION DETAILS A. SOLUTIONS-BASED SOLICITATION This RFP and contract award process is a solutions-based solicitation; meaning that Sourcewell is seeking equipment, products, or services that meet the general requirements of the scope of this RFP and that are commonly desired or are required by law or industry standards. Rev. 3/2021 Sourcewell RFP #030122 Fleet Management Services Page 4 B. REQUESTED EQUIPMENT, PRODUCTS, OR SERVICES It is expected that proposers will offer a wide array of equipment, products, or services at lower prices and with better value than what they would ordinarily offer to a single government entity, a school district, or a regional cooperative. 1. Sourcewell is seeking proposals for Fleet Management Services, including, but not limited to: a. Services for the acquisition by Sourcewell participating entities, whether by lease or financing, of on-road vehicles of all types or classifications, all weight classes, and all engine types; b. New vehicle service and preparation for the vehicles described in subsection 1. a. above, such as, pre-delivery inspection, parts and accessories installation, and vehicle marking application or installation; c. Preventative maintenance plans, vehicle maintenance and repair services, and related service level agreements for Sourcewell participating entity on-road vehicle fleets of all types; and, d. In addition to the solutions described in subsections 1. a. – c. above, proposers may include a complementary offering of the following ancillary services: i. Short-term rental programs; ii. Upfitting of after-market products; iii. Fleet management information technologies, such as: telematics, fleet monitoring, fuel management, fuel tank management, and motor pool/fleet sharing software and systems; iv. Roadside assistance including towing, emergency charging, and repairs; v. Installation, operation, and maintenance of dedicated charging and fueling stations; and, vi. Vehicle battery longevity monitoring and replacement plans. Proposers may include related equipment, accessories, and services to the extent that these solutions are complementary to the equipment, products, or service(s) being proposed. Generally, the solutions for Participating Entities are turn-key solutions, providing a combination of equipment, products and services, delivery, and installation to a properly operating status. However, equipment or products only solutions may be appropriate for situations where Participating Entities possess the ability, either in-house or through local third- party contractors, to properly install and bring to operation the equipment or products being proposed. Rev. 3/2021 Sourcewell RFP #030122 Fleet Management Services Page 5 Sourcewell prefers suppliers that provide a sole source of responsibility for the equipment, products, and services provided under a resulting contract. If proposer is including the equipment, products, and services of its subsidiary entities, the proposer must also identify all included subsidiaries in its proposal. If proposer requires the use of distributors, dealers, resellers, or subcontractors to provide the equipment, products, or services, the proposal must address how the equipment, products or services will be provided to Participating Entities, and describe the network of distributors, dealers, resellers, and/or subcontractors that will be available to serve Participating Entities under a resulting contract. Sourcewell desires the broadest possible selection of equipment, products, and services being proposed over the largest possible geographic area and to the largest possible cross-section of Sourcewell current and future Participating Entities. C. REQUIREMENTS It is expected that proposers have knowledge of all applicable industry standards, laws, and regulations and possess an ability to market and distribute the equipment, products, or services to Participating Entities. 1. Safety Requirements. All items proposed must comply with current applicable safety or regulatory standards or codes. 2. Deviation from Industry Standard. Deviations from industry standards must be identified with an explanation of how the equipment, products, and services will provide equivalent function, coverage, performance, and/or related services. 3. New Equipment and Products. Proposed equipment and products must be for new, current model; however, proposer may offer certain close-out equipment or products if it is specifically noted in the Pricing proposal. 4. Delivered and operational. Unless clearly noted in the proposal, equipment and products must be delivered to the Participating Entity as operational. 5. Warranty. All equipment, products, supplies, and services must be covered by a warranty that is the industry standard or better. D. ANTICIPATED CONTRACT TERM Sourcewell anticipates that the term of any resulting contract(s) will be four years, with an optional one year extension that may be offered based on the best interests of Sourcewell and its Participating Entities. E. ESTIMATED CONTRACT VALUE AND USAGE Based on past volume of similar contracts, the estimated annual value of all transactions from contracts resulting from this RFP are anticipated to be USD $60 Million; therefore, proposers are expected to propose volume pricing. Sourcewell anticipates considerable activity under the Rev. 3/2021 Sourcewell RFP #030122 Fleet Management Services Page 6 contract(s) awarded from this RFP; however, sales and sales volume from any resulting contract are not guaranteed. F. MARKETING PLAN Proposer’s sales force will be the primary source of communication with Participating Entities. The proposer’s Marketing Plan should demonstrate proposer’s ability to deploy a sales force or dealer network to Participating Entities, as well as proposer’s sales and service capabilities. It is expected that proposer will promote and market any contract award. G. ADDITIONAL CONSIDERATIONS 1. Contracts will be awarded to proposers able to best meet the need of Participating Entities. Proposers should submit their complete line of equipment, products, or services that are applicable to the scope of this RFP. 2. Proposers should include all relevant information in its proposal, since Sourcewell cannot consider information that is not included in the proposal. Sourcewell reserves the right to verify proposer’s information and may request clarification from a proposer, including samples of the proposed equipment or products. 3. Depending upon the responses received in a given category, Sourcewell may need to organize responses into subcategories in order to provide the broadest coverage of the requested equipment, products, or services to Participating Entities. Awards may be based on a subcategory. 4. A proposer’s documented negative past performance with Sourcewell or its Participating Entities occurring under a previously awarded Sourcewell contract may be considered in the evaluation of a proposal. III. PRICING A. REQUIREMENTS All proposed pricing must be: 1. Either Line-Item Pricing or Percentage Discount from Catalog Pricing, or a combination of these: a. Line-item Pricing is pricing based on each individual product or services. Each line must indicate the proposer’s published “List Price,” as well as the “Contract Price.” b. Percentage Discount from Catalog or Category is based on a percentage discount from a catalog or list price, defined as a published Manufacturer’s Suggested Retail Price (MSRP) for the products or services. Individualized percentage discounts can be applied to any number of defined product groupings. Proposers will be responsible for providing and maintaining current published MSRP with Sourcewell, and this pricing must be included in its proposal and provided throughout the term of any Contract resulting from this RFP. Rev. 3/2021 Sourcewell RFP #030122 Fleet Management Services Page 7 2. The proposer’s not to exceed price. A not to exceed price is the highest price for which equipment, products, or services may be billed to a Participating Entity. However, it is permissible for suppliers to sell at a price that is lower than the contracted price. 3. Stated in U.S. and Canadian dollars (as applicable). 4. Clearly understandable, complete, and fully describe the total cost of acquisition (e.g., the cost of the proposed equipment, products, and services delivered and operational for its intended purpose in the Participating Entity’s location). Proposers should clearly identify any costs that are NOT included in the proposed product or service pricing. This may include items such as installation, set up, mandatory training, or initial inspection. Include identification of any parties that impose such costs and their relationship to the proposer. Additionally, proposers should clearly describe any unique distribution and/or delivery methods or options offered in the proposal. B. ADMINISTRATIVE FEES Proposers are expected to pay to Sourcewell an administrative fee in exchange for Sourcewell facilitating the resulting contracts. The administrative fee is normally calculated as a percentage of the total sales to Participating Entities for all contracted equipment, products, or services made during a calendar quarter, and is typically one percent (1%) to two percent (2%). In some categories, a flat fee may be an acceptable alternative. IV. CONTRACT Proposers awarded a contract will be required to execute a contract with Sourcewell (see attached template). Only those modifications the proposer indicates in its proposal will be available for discussion. Much of the language in the Contract reflects Minnesota legal requirements and cannot be altered. Numerous and/or onerous exceptions that contradict Minnesota law may result in the proposal being disqualified from further review and evaluation. To request a modification to the template Contract, a proposer must submit the Exceptions to Terms, Conditions, or Specifications table with its proposal. Only those exceptions noted at the time of the proposal submission will be considered. Exceptions must: 1. Clearly identify the affected article and section. 2. Clearly note the requested modification; and as applicable, provide requested alternative language. Unclear requests will be automatically denied. Only those exceptions that have been accepted by Sourcewell will be included in the contract document provided to the awarded supplier for signature. Rev. 3/2021 Sourcewell RFP #030122 Fleet Management Services Page 8 If a proposer receives a contract award resulting from this solicitation it will have up to 30 days to sign and return the contract. After that time, at Sourcewell’s sole discretion, the contract award may be revoked. V. RFP PROCESS A. PRE-PROPOSAL CONFERENCE Sourcewell will hold an optional, non-mandatory pre-proposal conference via webcast on the date and time noted in the Solicitation Schedule for this RFP and on the Sourcewell Procurement Portal. The purpose of this conference is to allow potential proposers to ask questions regarding this RFP and Sourcewell’s competitive contracting process. Information about the webcast will be sent to all entities that have registered for this solicitation opportunity through their Sourcewell Procurement Portal Supplier Account. Pre-proposal conference attendance is optional. B. QUESTIONS REGARDING THIS RFP AND ORAL COMMUNICATION All questions regarding this RFP must be submitted through the Sourcewell Procurement Portal. The deadline for submission of questions is found in the Solicitation Schedule and on the Sourcewell Procurement Portal. Answers to questions will be issued through an addendum to this RFP. Repetitive questions will be summarized into a single answer and identifying information will be removed from the submitted questions. All questions, whether specific to a proposer or generally related to the RFP, must be submitted using this process. Do not contact individual Sourcewell staff to ask questions or request information as this may disqualify the proposer from responding to this RFP. Sourcewell will not respond to questions submitted after the deadline. C. ADDENDA Sourcewell may modify this RFP at any time prior to the proposal due date by issuing an addendum. Addenda issued by Sourcewell become a part of the RFP and will be delivered to potential proposers through the Sourcewell Procurement Portal. Sourcewell accepts no liability in connection with the delivery of any addenda. Before a proposal will be accepted through the Sourcewell Procurement Portal, all addenda, if any, must be acknowledged by the proposer by checking the box for each addendum. It is the responsibility of the proposer to check for any addenda that may have been issued up to the solicitation due date and time. If an addendum is issued after a proposer submitted its proposal, the Sourcewell Procurement Portal will WITHDRAW the submission and change the proposer’s proposal status to INCOMPLETE. The proposer can view this status change in the “MY BIDS” section of the Rev. 3/2021 Sourcewell RFP #030122 Fleet Management Services Page 9 Sourcewell Procurement Portal Supplier Account. The proposer is solely responsible to check the “MY BIDS” section of the Sourcewell Procurement Portal Supplier Account periodically after submitting its proposal (and up to the Proposal Due Date). If the proposer’s proposal status has changed to INCOMPLETE, the proposer is solely responsible to: i) make any required adjustments to its proposal; ii) acknowledge the addenda; and iii) ensure the re-submitted proposal is received through the Sourcewell Procurement Portal no later than the Proposal Due Date and time shown in the Solicitation Schedule above. D. PROPOSAL SUBMISSION Proposer’s complete proposal must be submitted through the Sourcewell Procurement Portal no later than the date and time specified in the Solicitation Schedule. Any other form of proposal submission, whether electronic, paper, or otherwise, will not be considered by Sourcewell. Late proposals will not be considered. It is the proposer’s sole responsibility to ensure that the proposal is received on time. It is recommended that proposers allow sufficient time to upload the proposal and to resolve any issues that may arise. The time and date that a proposal is received by Sourcewell is solely determined by the Sourcewell Procurement Portal web clock. In the event of problems with the Sourcewell Procurement Portal, follow the instructions for technical support posted in the portal. It may take up to 24 hours to respond to certain issues. Upon successful submission of a proposal, the Sourcewell Procurement Portal will automatically generate a confirmation email to the proposer. If the proposer does not receive a confirmation email, contact Sourcewell’s support provider at support@bidsandtenders.ca. To ensure receipt of the latest information and updates via email regarding this solicitation, or if the proposer has obtained this solicitation document from a third party, the onus is on the proposer to create a Sourcewell Procurement Portal Supplier Account and register for this solicitation opportunity. Within the Sourcewell Procurement Portal, all proposals must be digitally acknowledged by an authorized representative of the proposer attesting that the information contained in in the proposal is true and accurate. By submitting a proposal, proposer warrants that the information provided is true, correct, and reliable for purposes of evaluation for potential contract award. The submission of inaccurate, misleading, or false information is grounds for disqualification from a contract award and may subject the proposer to remedies available by law. E. GENERAL PROPOSAL REQUIREMENTS Proposals must be: Rev. 3/2021 Sourcewell RFP #030122 Fleet Management Services Page 10 • In substantial compliance with the requirements of this RFP or it will be considered nonresponsive and be rejected. • Complete. A proposal will be rejected if it is conditional or incomplete. • Submitted in English. • Valid and irrevocable for 90 days following the Proposal Due Date. Any and all costs incurred in responding to this RFP will be borne by the proposer. F. PROPOSAL WITHDRAWAL Prior to the proposal deadline, a proposer may withdraw its proposal. G. OPENING The Opening of proposals will be conducted electronically through the Sourcewell Procurement Portal. A list of all proposers will be made publicly available in the Sourcewell Procurement Portal after the Proposal Due Date, but no later than the Opening time listed in the Solicitation Schedule. To view the list of proposers, verify that the Sourcewell Procurement Portal opportunities list search is set to “All” or “Closed.” The solicitation status will automatically change to “Closed” after the Proposal Due Date and Time. VI. EVALUATION AND AWARD A. EVALUATION It is the intent of Sourcewell to award one or more contracts to responsive and responsible proposers offering the best overall quality, selection of equipment, products, and services, and price that meet the commonly requested specifications of Sourcewell and its Participating Entities. The award(s) will be limited to the number of proposers that Sourcewell determines is necessary to meet the needs of its Participating Entities. Factors to be considered in determining the number of contracts to be awarded in any category may include the following: • The number of and geographic location of: o Proposers necessary to offer a comprehensive selection of equipment, products, or services for Participating Entities’ use. o A proposer’s sales and service network to assure availability of product supply and coverage to meet Participating Entities’ anticipated needs. • Total evaluation scores. • The attributes of proposers, and their equipment, products, or services, to assist Participating Entities achieve environmental and social requirements, preferences, and goals. Rev. 3/2021 Sourcewell RFP #030122 Fleet Management Services Page 11 Information submitted as part of a proposal should be as specific as possible when responding to the RFP. Do not assume Sourcewell has any knowledge about a specific supplier or product. B. AWARD(S) Award(s) will be made to the proposer(s) whose proposal conforms to all conditions and requirements of the RFP, and consistent with the award criteria defined in this RFP. Sourcewell may request written clarification of a proposal at any time during the evaluation process. Proposal evaluation will be based on the following scoring criteria and the Sourcewell Evaluator Scoring Guide (a copy is available in the Sourcewell Procurement Portal): Conformance to RFP Requirements 50 Financial Viability and Marketplace Success 75 Ability to Sell and Deliver Service 100 Marketing Plan 50 Value Added Attributes 75 Warranty 50 Depth and Breadth of Offered Equipment, Products, or Services 200 Pricing 400 TOTAL POINTS 1000 C. PROTESTS OF AWARDS Any protest made under this RFP by a proposer must be in writing, addressed to Sourcewell’s Executive Director, and delivered to the Sourcewell office located at 202 12th Street NE, P.O. Box 219, Staples, MN 56479. All documents that comprise the complete protest package must be received no later than 10 calendar days’ following Sourcewell’s notice of contract award(s) or non-award and must be time stamped by Sourcewell no later than 4:30 p.m., Central Time. A protest must allege a procedural, technical, or legal defect, with supporting documentation. A protest that merely requests a re-evaluation of a proposal’s content will not be entertained A protest must include the following items: • The name, address, and telephone number of the protester; • Identification of the solicitation by RFP number; • A precise statement of the relevant facts; • Identification of the alleged procedural, technical, or legal defect; • Analysis of the basis for the protest; • Any additional supporting documentation; • The original signature of the protester or its representative; and • Protest bond in the amount of $20,000 (except where prohibited by law or treaty). Rev. 3/2021 Sourcewell RFP #030122 Fleet Management Services Page 12 Protests that do not address these elements will not be reviewed. D. RIGHTS RESERVED This RFP does not commit Sourcewell to award any contract, and a proposal may be rejected if it is nonresponsive, conditional, incomplete, conflicting, or misleading. Proposals that contain false statements or do not support an attribute or condition stated by the proposer may be rejected. Sourcewell reserves the right to: • Modify or cancel this RFP at any time; • Reject any and all proposals received; • Reject proposals that do not comply with the provisions of this RFP; • Select, for contracts or for discussion, a proposal other than that with the lowest cost; • Independently verify any information provided in a proposal; • Disqualify any proposer that does not meet the requirements of this RFP, is debarred or suspended by the United States or Canada, State of Minnesota, Participating Entity’s state or province; has an officer, or other key personnel, who have been charged with a serious crime; or is bankrupt, insolvent, or where bankruptcy or insolvency are a reasonable prospect; • Waive or modify any informalities, irregularities, or inconsistencies in the proposals received; • Clarify any part of a proposal and discuss any aspect of the proposal with any proposer; and negotiate with more than one proposer; • Award a contract if only one responsive proposal is received if it is in the best interest of Participating Entities; and • Award a contract to one or more proposers if it is in the best interest of Participating Entities. E. DISPOSITION OF PROPOSALS All materials submitted in response to this RFP will become property of Sourcewell and will become public record in accordance with Minnesota Statutes Section 13.591, after negotiations are complete. Sourcewell considers that negotiations are complete upon execution of a resulting contract. It is the proposer’s responsibility to clearly identify any data submitted that it considers to be protected. Proposer must also include a justification for the classification citing the applicable Minnesota law. Sourcewell may reject proposals that are marked confidential or nonpublic, either substantially or in their entirety. Sourcewell will not consider the prices submitted by the proposer to be confidential, proprietary, or trade secret materials. Financial information, including financial statements, provided by a proposer is not considered trade secret under the statutory definition. 1/13/2022 Addendum No. 1 Solicitation Number: RFP 030122 Solicitation Name: Fleet Management Services Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: There appears to be a conflict or overlap between the scope of this RFP and the scope of other recent Sourcewell solicitations. How will Sourcewell address potential services that are specifically identified in other RFPs, but could be construed to be included in this RFP? Answer 1: The Sourcewell RFP is an open and competitive solicitation process, and each RFP is an opportunity independent of any other prior, current, or future RFP. Each proposer, in its discretion, will propose the equipment, products, or services that it deems to fall within Sourcewell’s requested equipment, products, and services as described in the RFP. Only those products within the scope of the RFP will be included in any contract awarded by Sourcewell as a result of the solicitation and each Proposal will be evaluated based on the criteria stated in the RFP. End of Addendum Acknowledgement of this Addendum to RFP 030122 posted to the Sourcewell Procurement Portal on 1/13/2022, is required at the time of proposal submittal. 2/17/2022 Addendum No. 2 Solicitation Number: RFP 030122 Solicitation Name: Fleet Management Services Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: How would you define “service force?” Answer 1: In the competitive process, Sourcewell will not advise a proposer on the content of the proposal. It is left to the discretion of each proposer to determine the content and format of the data that best represents their proposal and best demonstrates their ability to serve Sourcewell participating entities. The solicitation is a competitive process and proposals are evaluated on the content submitted. Question 2: If orders will be handled by distributors, dealers, or others, explain the roles of the Proposer and others. How would you define ‘ordering process’? Answer 2: Refer to RFP Section II. B. – Requested Equipment, Products, or Services – “If Proposer requires the use of dealers, resellers, or subcontractors to provide the products or services, the Proposal should address how the products or services will be provided to Participating Entities and describe the network of dealers, resellers, and/or subcontractors that will be available to serve Participating Entities under a resulting contract.” It is left to the discretion of each proposer to determine the information or documentation necessary to best demonstrate their ability to serve Sourcewell participating entities and satisfy all the requirements included in the questionnaire tables. Each proposer is asked to articulate the order process that aligns with its business methods and processes within the proposal. Question 3: What response is recommended if a bidder can execute some, but not all, of the items listed? Answer 3: Refer to the Frequently Asked Questions document on the Sourcewell Procurement Portal bids homepage. Question 4: Can an awarded supplier present its forms to the potential customer, or will the supplier be required to only use the participating entities agreements? Is it permitted to negotiate completely new agreements with the participating entity? Answer 4: Refer to template contract Article 6. – Participating Entity Use and Purchasing, for additional detail related the ordering process and the development of transaction documentation. Question 5: Regarding template contract Section 5. A – Participation, define “Sourcewell contract use eligibility requirements and documentation….” Answer 5: Refer to RFP Section I. B. – Use of Resulting Contracts. The benefits of a contract resulting from this solicitation should be available to all participating entities that can legally access the equipment, products, or services under the contract. Awarded suppliers will receive instruction on relevant contract documentation in connection with the contract launch process. Question 6: If a contract between an awarded supplier and Sourcewell is terminated, will the supplier still be permitted to continue the relationship with any participating entity? If they terminate and we have existing agreements in place with participating entities, does the supplier continue to pay Sourcewell the administrative fee? Answer 6: Refer to template contract Section 6. A. – Orders and Payment, “All Participating Entity orders under this contract must be issued prior to expiration of cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.” End of Addendum Acknowledgement of this Addendum to RFP 030122 posted to the Sourcewell Procurement Portal on 2/17/2022, is required at the time of proposal submittal. 2/21/2022 Addendum No. 3 Solicitation Number: RFP 030122 Solicitation Name: Fleet Management Services Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Is Sourcewell willing to sign a mutual NDA? Answer 1: Sourcewell complies with the Minnesota Government Data Practices Act and will not execute a nondisclosure agreement for a proposer. Reference Section VI. E. of the Sourcewell RFP. Question 2: Can we share the details of projects and references implemented outside US? Answer 2: It is left to the discretion of each proposer to determine how to best demonstrate their ability to serve Sourcewell participating entities and satisfy all the requirements included in the questionnaire tables. Table 4 – References/Testimonials, Line Item 24, seeks information from “three customers who are eligible to be Sourcewell participating entities.” Table 5 – Top Five Government or Education Customers seeks information from “your top five government, education, or non-profit customers.” Question 3: Can some of the project(s) be delivered remotely to control travel expenses? Answer 3: It is left to the discretion of each proposer to propose a method for delivery that aligns to its business practices and meets all applicable industry standards, laws, and regulations. A proposer should include all relevant information and fully describe the total cost of acquisition for a participating entity in its proposal. Proposals are evaluated based on the criteria stated in the RFP. Question 4: Can offshore developers/consultants (outside USA) be used? Answer 4: It is left to the discretion of each proposer to determine the information and documentation necessary to best demonstrate their ability to serve Sourcewell participating entities and satisfy all the requirements included in the questionnaire tables. Proposals are evaluated based on the criteria stated in the RFP. Question 5: We are only provide Fleet Management Software. Can we still submit for this RFP? Answer 5: Each Sourcewell RFP is an open and competitive solicitation process. In the competitive process, Sourcewell will not pre-evaluate a proposer’s offerings. Each proposer, in its discretion, will propose the equipment, products, and services that it deems to fall within Sourcewell’s requested equipment, products, and services as described in the RFP. Only those products within the scope of the RFP will be included in any contract awarded by Sourcewell as a result of the solicitation. Each Proposal will be evaluated based on the criteria stated in the RFP. End of Addendum Acknowledgement of this Addendum to RFP 030122 posted to the Sourcewell Procurement Portal on 2/21/2022, is required at the time of proposal submittal. The New York State Contract Reporter This document printed Monday, 01/10/2022 NYS' official source of contracting opportunities Bringing business and government together Contracting Opportunity * * * This ad has not been published. It has been reviewed and pending publication. * * * Title:Fleet Management Services Agency:Sourcewell Division:Procurement Department Contract Number:030122 Contract Term:4 years with potential 1 year extension Date of Issue:01/11/2022 Due Date/Time:03/01/2022 4:30 PM Central Time County(ies):All NYS counties Classification:Vehicles & Equipment - Consulting & Other Services Opportunity Type:General Entered By:Chris Robinson Description:Sourcewell, a State of Minnesota local government unit and service cooperative, is requesting proposals for Fleet Management Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal .sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than March 1, 2022, at 4:30 p.m. Central Time, and late proposals will not be considered. Service-Disabled Veteran-Owned Set Aside: No 1 of 2 Contact Information Primary contact:Sourcewell Procurement Department Chris Robinson Procurement Manager 202 12th Street NE P.O. Box 219 Staples, MN 56479 United States Ph: 218-895-4168 rfp@sourcewell-mn.gov Submit to contact:Sourcewell Procurement Department Chris Robinson Procurement Manager 202 12th Street NE P.O. Box 219 Staples, MN 56479 United States Ph: 218-895-4168 rfp@sourcewell-mn.gov © 2022, Empire State Development http://www.esd.ny.gov/ 2 of 2 AFFIDAVIT OF PUBLICATION Account #Order Number Identification Order PO Amount Cols Depth 34474 198431 Print Legal Ad - IPL0055520 $126.85 1 18 L Attention:Carol Jackson SOURCEWELL PO BOX 219 STAPLES, MN 56479 State of South Carolina County of Richland I, Tara Pennington, makes oath that the advertisment, was published in The State, a newspaper published in the City of Columbia, State and County aforesaid, in the issue(s) of No. of Insertions:1 Beginning Issue of:01/11/2022 Ending Issue of:01/11/2022 Tara Pennington Sworn to and subscribed before me this 11th day of January in the year of 2022 Notary Public in and for the state of Texas, residing in Dallas County Errors- the liability of the publisher on account of errors in or omissions from any advertisement will in no way exceed the amount of the charge for the space occupied by the item in error, and then only for the first incorrect insertion.” Extra charge for lost or duplicate affidavits. 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A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal https://proportal.sourcewell-mn.gov. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than March 1, 2022, at 4:30pm CentralTime, and late proposals will not be considered. NOTICES PUBLIC NOTICE Klay Thompson is back. And it didn’t take long for Thompson to prove he should be back to his NBA All-Star self in no time. The Golden State guard made his season debut Sunday in the Warriors’ 96-82 victory against the Cavaliers. It was Thompson’s first game since Game 6 of the 2019 NBA Finals – a span cov- ering 941 days following a torn ACL and Achilles tendon. “Very special moment,” Thompson said. “I’ll never forget this night. I’ll nev- er forget the reception Warriors fans gave us, especially myself. Gosh, it was fun. It was worth every single day of be- ing away. All the conditioning days, it was worth every single moment. I’m so grateful to just compete again. It’s been a long time. I’m also proud of myself for just persevering. I’m not going to say it was equivalent to winning a champion- ship, but man, it was pretty freaking close.” Thompson, who was in the starting lineup alongside longtime teammates Steph Curry and Draymond Green, had 17 points, including seven quick points at the start of the third quarter, on 7- for-18 shooting and 3-for-8 on 3-point- ers in 20 minutes. “Wasn’t shy was he? Not that we would ever expect Klay to be shy,” War- riors coach Steve Kerr said. “I was amazed at his poise out there and his confidence after being out for so long. … A beautiful night.” Of the 18 shots in 20 minutes, Curry said, “That is so Klay Thompson.” Thompson dropped in a runner in the paint with 11:20 left in the first quarter on the Warriors’ first possession, but Kerr said he didn’t call the play for Thompson, who missed his first three 3- point attempts and checked out with 7:37 remaining in the first quarter. But Thompson started to find his game in his second stint. He drove to the rim for a one-handed dunk with 2:56 re- maining in the second quarter. “It felt so good to throw that down. I did not ex- pect that,” he said. Then he made his first 3-pointer with 1:18 left in the half. He had explosiveness and his shot. It might just take a few games – or more – before Thompson is back to All- Star Klay Thompson. But it’s clear Thompson is ready to play and it shouldn’t take long before he is back in game form. “He got a lot of shots that I think he’ll make consistently that he didn’t make,” Kerr said, “but he also made a bunch that were tough shots and some big ones, too. … The adrenaline and high from tonight will come down eventually, and he’s going to have to work his way through that over the next few games and continue to build up his endurance. The rhythm and timing will come but it’s not going to be smooth sailing. He un- derstands that.” While it was an important game for Thompson, the Warriors have larger long-term goals that include competing for a championship. How Thompson plays now is important, but not as im- portant as how he is playing in April, May and perhaps June. The Warriors are one of the best teams in the league at 30-9 – tied with Phoenix for first place in the Western Conference going into Monday. With a healthy Thompson on a deep roster, the Warriors are capable of returning to the Finals for the first time since 2019. Thompson, 32, tore the ACL in his left knee in Game 6 of the 2019 Finals and missed the 2019-20 season. Just before the start of the 2020-21 season, he tore his right Achilles tendon, missing all of that season, too. “Tonight is all about showing our ap- preciation for what he’s had to go through individually and expressing our affection for him, and I know our fans are going be to going crazy,” Kerr said before the game. “It’s going to be emo- tional. In a lot of ways, it’ll be a very diffi- cult game just trying to lock in and focus while something much bigger than the outcome is actually happening, and that’s the challenge for the group is to try to focus amidst all this emotion.” Warriors players wore Thompson’s No. 11 jersey into San Francisco’s Chase Center, and Thompson also received a standing ovation from Warriors fans when he was introduced as a starter. The Warriors also played a welcome back tribute video on the scoreboard. There was much speculation about Thompson’s return date. Just before Christmas? On Christmas? Jan. 2? The seven-time All-Star started dropping hints six days ago, and on Sat- urday, Kerr told reporters it wasn’t his news reveal and instructed them to watch their phones for a social media post. “IM SO EXCITED TO SEE YALL DUB- NATION ! LETS GET IT,” Thompson posted Saturday on Instagram. In a video shortly after posted on the Warriors’ Twitter feed, Thompson said, “I hate to use the phrase ‘can’t wait’ be- cause I love to be present in my life. But I cannot wait to play in front of our fans again. I really, really enjoy being a War- rior.” Thompson wasn’t the only one look- ing forward to his much-awaited return. “I have no doubt when Klay walks on- to the floor for the first time, I will never forget that game,” Kerr told reporters Saturday. “It will stand out as one of the highlights of my entire basketball exis- tence just because of who Klay is and how much he has meant to our fran- chise and to the Bay area and to me per- sonally and to his teammates.” Returning from an Achilles injury isn’t easy and couple that with an ACL injury, Thompson went through gruel- ing rehabilitation to put himself in this position. Kobe Bryant struggled to re- turn from his Achilles injury, but that was later in his career. Kevin Durant, Thompson’s former teammate in Gold- en State, came back from an Achilles in- jury (sustained in the 2019 Finals) and re-established himself as one of the game’s best players. Durant is an MVP candidate this season. “We’re going to ease him into his role,” Kerr said. Klay Thompson makes court return Jeff Zillgitt USA TODAY Warriors guard Klay Thompson celebrates his 1,800th 3-point basket during the third quarter Sunday against the Cavaliers. D. ROSS CAMERON/USA TODAY SPORTS Cameron Smith and Jon Rahm put on the type of birdie barrage at the Sentry Tournament of Champions where it didn’t seem fair that one of them had to lose. In the end, the 28-year-old Aussie answered every birdie by the World No. 1 with one of his own, shooting 8-under- par 65 in the final round for a one-stroke victory in Hawaii. “Mate, it was intense,” Smith said. “Unreal round, something I’ll never for- get for sure.” It was a record-shattering perform- ance as a soft and defenseless Planta- tion Course at Kapalua took another beating to par. On another glorious windless day, Smith signed for a total of 34-under 258, the most under par in a 72-hole event since 1950. Smith, who won the Sony Open in Hawaii in 2020, also completed the Hawaii double, join- ing Jim Furyk, Ernie Els, Vijay Singh, Zach Johnson and Justin Thomas as players who have won both Tour stops in Hawaii. “Hawaii reminds me so much of where I grew up, it’s insane,” he said. “The grass that we hit off, the greens be- ing quite slow and grainy. Yeah, it’s awe- some; I love it here.” Smith proved once again that he’s ca- pable of being a big-game hunter and more than just a golfer with a mullet be- loved on social media. He previously knocked off Thomas in singles at the 2019 Presidents Cup. This time, he du- eled Rahm, the U.S. Open champion and World No. 1, head-to-head over the weekend. In the final round, Smith jumped in front with a birdie at the fourth hole, wedging to 5 feet and going out in 32 to lead by two. “I think the biggest difference was those first six holes today should have been a little bit better,” said Rahm, who managed one birdie during that stretch. He cut the deficit to one with a birdie at 11, but Smith, who loves to fish nearly every day when he is at home in Florida, reeled in three birdies in a row starting at No. 13 to match Rahm birdie for birdie. Rahm, who equaled the Tour record for birdies in a 72-hole event with 32, pushed Smith to the finish line, forcing him to make one more birdie from 3 feet, 6 inches at the last hole to clinch his fourth career PGA Tour title. “There’s many reasons why Jon Rahm’s the best player in the world and I witnessed it over the weekend,” Smith said. “But to be able to hold him off, yeah, it was quite satisfying, I guess.” Smith made only three bogeys during the tournament and none over the weekend 36 holes. He opened with 65 and followed with a pair of 64s but that was only good enough to share the 54- hole lead with Rahm, who established a tournament 18-hole scoring record on Saturday with a round of 61 (set earlier in the day by Thomas). The third-round scoring average (67.711) was the lowest in a single round since the event moved to The Plantation Course in 1999. “Golf fans just need to understand what cause scores. I think everybody, they just see, ‘Oh, they’re hitting it so far now, that’s why it’s so low.’ It’s like no, it’s so low because it’s so soft and if you give us soft conditions, fairways this big, course this short, we’re going to shoot nothing,” said Thomas, who ap- parently considers 7,600-yard courses to be “short” these days. “Then if you give us not very much wind, we’re going to shoot even lower.” Matt Jones, who shot 62-61 on the weekend, was the third player to set the course record and break Els’ 31-under total record for 72-hole score in relation to par, which Els set at this tournament in 2003. Jones finished alone in third. It wasn’t lost on Rahm how ridiculously well both he and Jones played and nei- ther went home with a trophy. “It’s kind of weird when you look for- ward in the records that there’s two of us that beat (the lowest 72-hole) score and lost by one and two,” he said. Reigning FedExCup champion Pat- rick Cantlay (67) was alone in fourth, a distant eight strokes behind Smith. Col- lin Morikawa, the World No. 2, fired a 62 on Sunday to finish in a tie for fifth with Thomas and Daniel Berger. Smith’s victory continues an inter- esting trend of alternating victories be- tween New Orleans and Hawaii. His first win was the Zurich Classic of New Or- leans in 2017 with Jonas Blixt. His sec- ond came at the 2020 Sony Open in Ha- waii. He then again won the Zurich last year with fellow Aussie Marc Leishman before his win this weekend at Kapalua. Smith didn’t waste any time achiev- ing one of his goals for the new year – he climbed into the top 10 in the world for the first time in his career. “That’s really cool,” Smith said. “It’s nice that that’s done and dusted. Hope- fully I can keep cruising up those world rankings.” Smith sets PGA Tour scoring record in win Adam Schupak Golfweek | USA TODAY Network Jon Rahm congratulates Cameron Smith, right, after the Tournament of Champions. KYLE TERADA/USA TODAY SPORTS Notice Basic Information Details Dates Contact Information Pre-Bidding Events Bid Submission Process Estimated Contract Value (CAD)$240,000,000.00 (Not shown to suppliers) Reference Number 0000215362 Issuing Organization Sourcewell Owner Organization Solicitation Type RFP - Request for Proposal (Formal) Solicitation Number 030122 Title Fleet Management Services Source ID PP.CO.USA.868485.C88455 Location All of Canada, All of Canada Purchase Type Duration:4 years Description Sourcewell, a State of Minnesota local government unit and service cooperative, is requesting proposals for Fleet Management Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than March 1, 2022, at 4:30 p.m. Central Time, and late proposals will not be considered. Publication 2022/01/11 09:03:05 AM EST Question Acceptance Deadline 2022/02/21 05:30:00 PM EST Questions are submitted online No Bid Intent Not Available Closing Date 2022/03/01 05:30:00 PM EST Prebid Conference 2022/02/01 01:00:00 AM EST Procurement Department 218-894-1930 rfp@sourcewell-mn.gov Event Type Prebid Conference Attendance Recommended Event date 2022/02/01 01:00:00 AM EST Location Online Conference Event Note Login information will be emailed two business days prior to the event. Bid Submission Type Electronic Bid Submission Pricing In attached document Pricing In attached document Bid Documents List Item Name Description Mandatory Bid Documents Documents defining the proposal Yes 030122 - Fleet Management Services 2022/01/11 09:03:13 AM EST Page 1 of 2 Categories Selected Categories GSIN Category (1) S Services Services R1 Administrative and Management Support Services Administrative and Management Support Services R115G FLEET MANAGEMENT SERVICES FLEET MANAGEMENT SERVICES MERX Category (1) N Services Services N13 Professional, Administrative and Management Support Services Professional, Admin and Management Services UNSPSC Categories (2) 78000000 Transportation and Storage and Mail Services 78180000 Transportation repair or maintenance services 78180100 Vehicle maintenance and repair services 25000000 Commercial and Military and Private Vehicles and their Accessories and Components 25100000 Motor vehicles 25101500 Passenger motor vehicles 030122 - Fleet Management Services 2022/01/11 09:03:13 AM EST Page 2 of 2 ProposalOpeningRecord Dateofopening:March1,2022 SourcewellpostedRequestforProposal#030122,fortheprocurementofFleetManagementServices,onthe SourcewellProcurementPortal[proportal.sourcewellͲmn.gov]onTuesday,January11,2022,andthe solicitationremainedinanopenstatuswithintheportaluntilMarch1,2022,at4:30pmCT.TheRFPrequired thatallproposalsbesubmittedthroughtheSourcewellProcurementPortalnolaterthan4:30pmCTonMarch 1,2022,thedateandtimespecifiedintheSolicitationSchedule. TheundersignedcertifythatallresponsesreceivedonRequestforProposal#030122weresubmittedthrough theSourcewellProcurementPortal,andthateachProposer’sresponsematerialwasdigitallysealedupon submissionandremainedinaccessibleuntiltheduedateandtimespecifiedintheSolicitationSchedule. Responseswerereceivedfromthefollowing: Ample,Inc.ͲSubmitted3/01/22at3:32:29PM AutomotiveRentals,Inc.(ARI)ͲSubmitted3/01/22at3:07:12PM CommercialVehicleLeasing,LPDBAD&MLeasingͲSubmitted2/25/22at4:42:38PM DoeringLeasingCo.dbaDoeringFleetManagementͲSubmitted3/01/22at2:39:26PM ElementFleetCorporationdbaElementFleetManagementͲSubmitted2/28/22at2:54:34PM EnterpriseFleetManagement,Inc.ͲSubmitted3/01/22at4:13:51PM eTransEnergyͲSubmitted3/01/22at1:56:27PM FiveStarExpress,LLCdbaFiveStarTrucking,LLCͲSubmitted2/24/22at1:54:05PM HighlandElectricFleets,Inc.ͲSubmitted3/01/22at3:54:58PM MerchantsAutomotiveGroup,LLCdbaMerchantsFleetͲSubmitted3/01/22at4:17:11PM MikeAlbertLeasing,Inc.dbaMikeAlbertFleetSolutionsͲSubmitted3/01/22at1:39:13PM NuGenGo,LLCͲSubmitted2/28/22at5:12:21PM SewellFleetManagementͲSubmitted2/28/22at12:15:39PM TheProposalswereopenedelectronically,andalistofallProposerswasmadepubliclyavailableinthe SourcewellProcurementPortal,onMarch1,2022,at4:31:19PMCT.Allresponsiveproposalswerethen submittedforreviewbytheSourcewellEvaluationCommittee. _______________________________________________________________________ KimAustin,MBA,CPPB,ProcurementLeadAnalystCarolJackson,ProcurementAnalyst Ample,Inc. AutomotiveRentals,Inc.CommercialVehicleLeasing,LPDBAD&MLeasing DoeringLeasingCo. ElementFleetCorporationEnterpriseFleetManagement,Inc. eTransEnergyPossiblePointsConformancetoRFPRequirements5036404240414238Pricing400250319334271310307230FinancialViabilityandMarketplaceSuccess7551556259636452AbilitytoSellandDeliverService10064807871738561MarketingPlan5038364240423840ValueAddedAttributes7558636156616156Warranty5040374140364138DepthandBreadthofOfferedEquipment,Products,orServices200126170167168171172108TotalPoints1,000663 800 827 745 797 810 623RankOrder113184212FiveStarExpress,LLC HighlandElectricFleets,Inc.MerchantsAutomotiveGroup,LLC. MikeAlbertLeasing,Inc. NuGenGo,LLC SewellFleetManagementPossiblePointsConformancetoRFPRequirements50293837383737Pricing400170259316293281315FinancialViabilityandMarketplaceSuccess75395455585156AbilitytoSellandDeliverService100537572696265MarketingPlan50244040373430ValueAddedAttributes75426059565148Warranty50254138373437DepthandBreadthofOfferedEquipment,Products,orServices20095151172159148162TotalPoints1,000477 718 789 747 698 750RankOrder13957106JamesVoelker,CPCM,CFCM,ProcurementLeadAnalyst ChrisRobinson,CPSM,ProcurementManagerCraigWest,ProcurementAnalyst BeverlyHoemberg,ProcurementAnalystFleet Management Services RFP #030122Proposal Evaluation COMMENT AND REVIEW to the REQUEST FOR PROPOSAL (RFP) #030122 Entitled Fleet Management Services The following advertisement was placed January 11, 2022 in USA Today, in South Carolina’s The State, and on the Sourcewell website www.sourcewell-mn.gov, Sourcewell Procurement Portal https://proportal.sourcewell- mn.gov, Biddingo, Merx, The New York State Contract Reporter www.nyscr.ny.gov, PublicPurchase.com, January 12, 2022 in Oregon’s Daily Journal of Commerce, and January 11 and January 18, 2022 in The Oklahoman: Sourcewell, a State of Minnesota local government unit and service cooperative, is requesting proposals for Fleet Management Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than March 1, 2022, at 4:30 p.m. Central Time, and late proposals will not be considered. The solicitation process was conducted through the Sourcewell Procurement Portal. The following parties expressed interest in the solicitation by registering for this opportunity within the portal: Accrete Consulting Solutions LB Technology, Inc. Amarillo Motors-F, Inc. Merchants Automotive Group, LLC Ample, Inc. Mike Albert Leasing, Inc. ARI Fleet Management Miller Management & Striping Automotive Rentals, Inc. Multiforce Systems Corporation Blink Network, LLC Nationwide Auto Painting, Inc. Car Toys, Inc. Newbegin Enterprises, Inc. Certified Tracking Solutions, Inc. NuGen Go, LLC Commercial Vehicle Leasing, LP DBA D&M Leasing One Step GPS Controlled Products, LLC PrachtConsult SP Coolsoft, LLC Rossman Enterprises, Inc. DBA MagneGrip Deloitte, LLP Schumaker and Company, Inc. Diamond International Trucks, Ltd. Sewell Fleet Management Doering Leasing Co. Shell Canada, Limited Sourcewell Page 2 of 4 Donlen, LLC SHzoom Technologies, Inc. Element Fleet Corporation SkyHawk Telematics Emergent Health Care Solutions, LLC Sled Consulting, LLC Enterprise Fleet Management, Inc. TankVisions, Inc. eTransEnergy Think Global Solutions Fermata, LLC Tipton Ford Five Star Express, LLC TOMS TRUCK CENTER Fleet Hoster Toshiba America Business Solutions, Inc. Fleetcard, Inc. Total Environmental Concepts, Inc. Ford Track Star International, Inc. Genuine Parts Company - NAPA IBS Trapeze Software Group, Inc. Goodyear Canada, Inc. TurboClr International, Limited GPSI, LLC Utilimarc, Inc. Harlow's Bus Sales, Inc. Vecima Networks, Inc. HERTZ CANADA Veritiv Operating Company Highland Electric Fleets, Inc. Weldco Beales Manufacturing - USA Honey Badger Analytics, LLC Xos ICF Consulting Canada, Inc. Zonar Systems King & George, LLC LB Technology, Inc. All Proposals remained sealed within the Sourcewell Procurement Portal until the scheduled due date and time. Proposals were electronically opened, and the list of all Proposers was made publicly available on the Sourcewell Procurement Portal, on March 1, 2022, at 4:31:19 pm CT. Proposals were received from the following: Ample, Inc. Automotive Rentals, Inc. Commercial Vehicle Leasing, LLC, dba D&M Leasing Doering Leasing Co. dba Doering Fleet Management Element Fleet Management Corp. Enterprise Fleet Management, Inc. eTransEnergy Five Star Express, LLC, dba Five Star Trucking, LLC Highland Electric Fleets, Inc. Merchants Automotive Group, LLC, dba Merchants Fleet Mike Albert Leasing, Inc., dba Mike Albert Fleet Solutions NuGen Go, LLC Sewell Fleet Management Proposals were reviewed by the Proposal Evaluation Committee: James Voelker, CPCM, CFCM, Procurement Lead Analyst Chris Robinson, CPSM, Procurement Manager Craig West, Procurement Analyst Beverly Hoemberg, Procurement Analyst The findings of the Proposal Evaluation Committee are summarized as follows: Sourcewell Page 3 of 4 The Proposal Evaluation Committee applied the Sourcewell RFP evaluation criteria and determined that all proposal responses met the scope and mandatory submittal requirements and were evaluated. Automotive Rentals, Inc., provides fleet leasing and purchasing options to acquire vehicles along with management programs for the entire life cycle of the vehicles. Their sales and service network can serve Sourcewell participating entities in the United States and Canada. ARI is also a certified Women’s Business Enterprise by the Women’s Business Enterprise National Council. They are offering favorable pricing terms along with solid discounts off their solutions. Commercial Vehicle Leasing, LLC, dba D&M Leasing, is a full-service fleet management provider that offers vehicle leasing, fleet management, maintenance, fuel, telematics, and reporting solutions. Their sales associates can offer solutions to public agencies across the United States. D&M Leasing is also certified as a Historically Underutilized Business (HUB) and Minority Business Enterprise (MBE) by the State of Texas. Their pricing model provides competitive rates and discounts on their various acquisition and service options. Element Fleet Management Corp. offers vehicle financing combined with integrated fleet management services. Their sales and service networks are available to Sourcewell participating entities in the United States and Canada. Element’s client portal, Xcelerate, leverages technology to provide actionable data to assist users in the management of their fleet. They are offering advantageous pricing terms and discounts in their proposal. Enterprise Fleet Management, Inc., provides a range of customizable fleet solutions from selection and acquisition to ongoing management services. Their sales and service network can support participating entities throughout the United States and Canada. Their customer website allows for customizable dashboards and drill down fleet reporting to enhance fleet oversight. Enterprise is offering solid acquisition terms to Sourcewell participating entities, along with significant discounts off MSRP. Merchants Automotive Group, LLC, dba Merchants Fleet, offers a portfolio of flexible, tailored solutions to meet the unique needs of government fleets. Their sales and service force is capable of serving Sourcewell participating entities in the United States. Merchants’ customer facing TotalView platform is focused on ease of use, efficiency, and access to information to provide greater insights to fleet managers. They are offering competitive discounts off their services and advantageous acquisition terms. For these reasons, the Sourcewell Proposal Evaluation Committee recommends award of Sourcewell Contract #030122 to: Automotive Rentals, Inc. #030122-ARI Commercial Vehicle Leasing, LLC, dba D&M Leasing #030122-CVL Element Fleet Management Corp. #030122-ELE Enterprise Fleet Management, Inc. #030122-EFM Merchants Automotive Group, LLC, dba Merchants Fleet #030122-MAG The preceding recommendations were approved on April 8, 2022. _______________________________________ James Voelker, CPCM, CFCM, Procurement Lead Analyst Sourcewell Page 4 of 4 _______________________________________ Chris Robinson, CPSM, Procurement Manager _______________________________________ Craig West, Procurement Analyst _______________________________________ Beverly Hoemberg, Procurement Analyst STATEMENT OF COMPLIANCE As Chief Procurement Officer for Sourcewell, I have reviewed the recommendation of the Evaluation Committee and the accompanying support materials documenting the process followed for RFP #030122 for Fleet Management Services. The committee accepted, deemed responsive, evaluated, and recommended proposals for award. Under authority granted to the Chief Procurement Officer in Sourcewell’s bylaws, the recommendations set forth above are approved. I hereby certify: 1. Sourcewell is a government agency, created and authorized by Minnesota law to provide cooperative procurement contracts. 2. The procurement process and resulting contracts have been awarded in compliance with the laws of the State of Minnesota (Minnesota Statutes Chapter 471 and Minnesota Statutes Section 123A.21), and in conformity to Sourcewell’s Procurement Policy. Jeremy Schwartz, CSSBB, CPPO Chief Procurement Officer City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1307 Agenda Date:9/14/2023 Agenda #: 1.-D. REPORT TO THE CITY COUNCIL FROM:BRIAN BARR, Director General Services Department BY:DUANE MYERS, Fleet Manager General Services Department, Fleet Management Division MELISSA PERALES, Purchasing Manager General Services Department, Purchasing Division SUBJECT Actions pertaining to the award of six Requirements Contracts for the purchase of aftermarket vehicle parts and supplies in the total aggregate amount of $1,000,000 per year plus annual CPI increases to (Bid Files 9671 & 9672): 1. Genuine Parts Company dba NAPA Auto Parts, of Fresno, through May 19, 2025, with one optional one-year extension 2. Jasper Holdings, Inc., of Visalia, California through May 19, 2025, with one optional one-year extension 3. O’Reilly Auto Enterprises dba O’Reilly Auto Parts, of Fresno, California through May 19, 2025, with one optional one-year extension 4. Elliott Auto Supply Co. Inc. dba Factory Motor Parts, of Fresno, California through December 14, 2024, with one optional one-year extension 5. Ford Motor Company, of Fresno, California through December 14, 2024, with one optional one -year extension 6. General Motors LLC, of Fresno, California through December 14, 2024, with one optional one- year extension RECOMMENDATION Staff recommends Council approve the award of six Requirements Contracts for the purchase of aftermarket vehicle parts and supplies in the total aggregate amount of $1,000,000 per year plus annual CPI increases: 1. Genuine Parts Company dba NAPA Auto Parts, of Fresno, through May 19, 2025, with one optional one-year extension 2. Jasper Holdings, Inc., of Visalia, California through May 19, 2025, with one optional one-year extension 3. O’Reilly Auto Enterprises dba O’Reilly Auto Parts, of Fresno, California through May 19, 2025, with one optional one-year extension 4. Elliott Auto Supply Co. Inc. dba Factory Motor Parts, of Fresno, California through December City of Fresno Printed on 9/18/2023Page 1 of 4 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT APPROVED ON CONSENT File #:ID 23-1307 Agenda Date:9/14/2023 Agenda #: 1.-D. 4.Elliott Auto Supply Co.Inc.dba Factory Motor Parts,of Fresno,California through December 14, 2024, with one optional one-year extension 5.Ford Motor Company,of Fresno,California through December 14,2024,with one optional one -year extension 6.General Motors LLC,of Fresno,California through December 14,2024,with one optional one- year extension EXECUTIVE SUMMARY The General Services Department,Fleet Management Division,is recommending cooperative purchase agreements (CPA)with the local retailers of NAPA Auto Parts,Jasper Holdings Inc., O’Reilly Auto Parts,Factory Motor Parts,Ford Motor Company,and General Motors for the purchase of aftermarket vehicle parts and supplies.These contracts will allow the Fleet Management Division to continue to supply automotive parts and supplies to all City vehicles.Having readily available resources is essential to the work of the Fleet Management Division to ensure that vehicles for the City of Fresno are operational. The cooperative purchase agreements will be authorized through two competitively solicited cooperative procurement processes administered by Sourcewell (a State of Minnesota local government agency).NAPA Auto Parts,Jasper Holdings,and O’Reilly Auto Parts were awarded contracts via Sourcewell RFP#032521,which went into effect on May 13,2021.Factory Motor Parts,Ford Motor Company,and General Motors were awarded contracts via Sourcewell RFP# 101520,which went into effect on December 10,2020.Subsequently,the two different RFP contract effective dates have necessitated the need for two separate contract durations.NAPA Auto Parts, O’Reilly Auto Parts,Factory Motor Parts,Ford Motor Company,and General Motors all have multiple retail stores within the City of Fresno. BACKGROUND The General Services Department,Fleet Management Division is responsible for maintaining approximately 2,600 active vehicles and equipment for the City of Fresno.This includes vehicle acquisitions,whole-life maintenance,fueling,and end-of-life disposal.Fleet Management serves City departments by providing reliable like-new transportation to support their needs and service responsibilities.This is done by scheduling and performing preventative maintenance,identifying repairs, and replacing equipment in a timely manner. Partnering with the local retailers of NAPA Auto Parts,Jasper Holdings Inc.,O’Reilly Auto Parts, Factory Motor Parts,Ford Motor Company,and General Motors through cooperative agreements,the Fleet Management Division will benefit by providing cost savings,product availability,consistent quality,and sustainable options.The six local vendors have a wide range of products and supplies that are essential for fleet maintenance and repair.Cooperative purchase agreements will ensure that these products are readily available to the fleet,reducing downtime and increasing productivity.NAPA Auto Parts,Jasper Holdings,and O’Reilly Auto Parts were awarded contracts via Sourcewell RFP# 032521,which went into effect on May 13,2021.Factory Motor Parts,Ford Motor Company,and General Motors were awarded contracts via Sourcewell RFP#101520,which went into effect on December 10.2020.Subsequently,the two different RFP contract effective dates have necessitated the need for two separate contract durations. City of Fresno Printed on 9/18/2023Page 2 of 4 powered by Legistar™ File #:ID 23-1307 Agenda Date:9/14/2023 Agenda #: 1.-D. Currently,the General Services Department,Fleet Management Division has 2,600 vehicles and equipment to maintain and manage.By working together with local and regional retailers through cooperative agreements,the Fleet Management Division can optimize its operations,minimize downtime for department vehicles,and achieve its goals by continuing to provide excellent customer service to all departments. Utilizing cooperative contracts were determined to be the most cost-effective and overall best value for obtaining aftermarket vehicle parts and supplies.The various local stores within the City of Fresno provide benefits to the City in terms of both employment and tax revenue. The Purchasing Division has approved this contract and recommends Council approval. 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 Local preference is not applicable.The City is not issuing a request for proposals for these cooperative purchase agreements;however,NAPA Auto Parts,O’Reilly Auto Parts,Factory Motor Parts, Ford Motor Company, and General Motors maintain stores within the City of Fresno. FISCAL IMPACT No general funds will be used to purchase these items.The funding to cover the annual purchase cost has been included in the FY2024 adopted budget under the operations of the General Services Department, Fleet Management Division. Attachments: NAPA Auto CPA NAPA Auto Contract #032521-GPC Jasper Holdings CPA Jasper Holdings Contract #032521-JAS O’Reilly Auto CPA O’Reilly Auto Contract #032521-ORA Original Request for Proposal #032521 Proof of Publication RFP#032521 Proposal Opening Record RFP#032521 Proposal Evaluation RFP#032521 Comment & Review RFP#032521 Board Resolutions RFP#032521 Factory Motor Parts CPA Factory Motor Parts Contract #101520-FMP Ford Motor Company CPA Ford Motor Company Contract #101520-FMC City of Fresno Printed on 9/18/2023Page 3 of 4 powered by Legistar™ File #:ID 23-1307 Agenda Date:9/14/2023 Agenda #: 1.-D. General Motors CPA General Motors Contract #101520-GNL Original Request for Proposal #101520 Proof of Publication RFP#101520 Proposal Opening Record RFP#101520 Proposal Evaluation RFP#101520 Comment & Review RFP#101520 Board Resolutions RFP#101520 City of Fresno Printed on 9/18/2023Page 4 of 4 powered by Legistar™ GSD-B Formal Product CPA - DPW (12-2022) -1- FORMAL COOPERATIVE PURCHASE AGREEMENT THIS AGREEMENT (Agreement) is made and entered into, effective on ______________________, by and between CITY OF FRESNO, a California municipal corporation (City), and Genuine Parts Company dba NAPA Auto Parts, a A Georgia Corporation (Vendor). 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.The Charter for the City allows for cooperative purchase agreements for materials, supplies, and equipment. The City may use another government agency’s agreement, as an exception to the competitive bid process. The Parties agree that the Vendor has entered a contract with Sourcewell (Original Government Contract). The solicitation for the Original Government Contract is attached as Exhibit A. 2.Vendor’s Obligation. Vendor shall provide those services and carry out that work described in the Original Government Contract, which is attached hereto as Exhibit B and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. 3.City’s Obligation. City shall make to the Vendor those payments described in Exhibits A and B, subject to all the terms and condition contained or incorporated herein 4.Notwithstanding the requirements that the Original Government Contract is fully binding on the Parties, the parties have agreed to modify certain non-material provisions of the Original Government Contract as applied to this Agreement between the Vendor and the City, as follows: a) City’s Insurance and Indemnity provisions attached as Exhibit C. b)Address change for the City: Notwithstanding the address and contract information for the government entity as set out in Exhibit B, the Vendor agrees that notices and invoices will be sent to: City of Fresno Attention: Duane Myers 2223 G Street Fresno, CA 93706 Phone: 559-621-1186 FAX: 559-485-2167 E-mail: duane.myers@fresno.gov c)Notwithstanding anything in Exhibits A and B to the contrary, this Agreement shall be governed by, and construed and enforced in accordance with , the laws of the State of California, excluding however, GSD-B Formal Product CPA - DPW (12-2022) -2- 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. d)All other provisions in the Original Government Contract are fully binding on the parties and will represent the agreement between the City and the Vendor. 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.] GSD-B Formal Product CPA - DPW (12-2022) -3- 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: Melissa Perales Purchasing Manager General Services Department APPROVED AS TO FORM: ANDREW JANZ City Attorney By: Date Supv./Sr. Deputy City Attorney ATTEST: TODD STERMER, CMC City Clerk By: Deputy Genuine Parts Company dba NAPA Auto Parts, A Georgia 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) VENDOR: Genuine Parts Company dba NAPA Auto Parts Attention: Mike Baroni 2999 Wildwood Parkway Atlanta, GA 30339 Phone: (559) 269-7414 FAX: E-mail: mike_baroni@genpt.com Attachments: Exhibit A - Original Solicitation Exhibit B - Original Government Contract Exhibit C - City’s Insurance and Indemnity Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 1 RFP #032521 REQUEST FOR PROPOSALS for Aftermarket Vehicle Parts and Supplies Proposal Due Date: March 25, 2021, 4:30 p.m., Central Time Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aftermarket Vehicle Parts and Supplies to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than March 25, 2021, at 4:30 p.m. Central Time, and late proposals will not be considered. Solicitation Schedule Public Notice of RFP Published: February 4, 2021 Pre-proposal Conference: February 25, 2021, 10:00 a.m., Central Time Question Submission Deadline: March 18, 2021, 4:30 p.m., Central Time Proposal Due Date: March 25, 2021, 4:30 p.m., Central Time Late responses will not be considered. Opening: March 25, 2021, 6:30 p.m., Central Time ** ** SEE RFP SUB-SECTION V. G. “OPENING” Exhibit A - Original Solicitation Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 2 I.ABOUT SOURCEWELL PARTICIPATING ENTITIES A.SOURCEWELL Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that facilitates a competitive public solicitation and contract award process for the benefit of its 50,000+ participating entities across the United States and Canada. Sourcewell’s solicitation process complies with State of Minnesota law and policies, conforms to Canadian trade agreements, and results in cooperative contracting solutions from which Sourcewell’s Participating Entities procure equipment, products, and services. Cooperative contracting provides participating entities and vendors increased administrative efficiencies and the power of combined purchasing volume that result in overall cost savings. At times, Sourcewell also partners with other purchasing cooperatives to combine the purchasing volume of their membership into a single solicitation and contract expanding the reach of contracted vendors’ potential pool of end users. Sourcewell uses a website-based platform, the Sourcewell Procurement Portal, through which all proposals to this RFP must be submitted. B.USE OF RESULTING CONTRACTS In the United States, Sourcewell’s contracts are available for use by: x Federal and state government entities; x Cities, towns, and counties/parishes; x Education service cooperatives; x K-12 and higher education entities; x Tribal government entities; x Some nonprofit entities; and x Other public entities. In Canada, Sourcewell’s contracts are available for use by: x Provincial and territorial government departments, ministries, agencies, boards, councils, committees, commissions, and similar agencies; x Regional, local, district, and other forms of municipal government, municipal organizations, school boards, and publicly-funded academic, health, and social service entities referred to as MASH sector (this should be construed to include but not be limited to the Cities of Calgary, Edmonton, Toronto, Calgary, Ottawa, and Winnipeg), as well as any corporation or entity owned or controlled by one or more of the preceding entities; Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 3 x Crown corporations, government enterprises, and other entities that are owned or controlled by these entities through ownership interest; x Members of the Rural Municipalities of Alberta (RMA) and their represented Associations, Saskatchewan Association of Rural Municipalities (SARM), Saskatchewan Urban Municipalities Association (SUMA), Association of Manitoba Municipalities (AMM), Local Authority Services (LAS), Municipalities Newfoundland and Labrador (MNL), Nova Scotia Federation of Municipalities (NSFM), and Federation of Prince Edward Island Municipalities (FPEIM). For a listing of current United States and Canadian Participating Entities visit Sourcewell’s website (note: there is a tab for each country’s listing): https://www.sourcewell- mn.gov/sourcewell-for-vendors/agency-locator. Access to contracted equipment, products, or services by Participating Entities is typically through a purchase order issued directly to the applicable vendor. A Participating Entity may request additional terms or conditions related to a purchase. Use of Sourcewell contracts is voluntary and Participating Entities retain the right to obtain similar equipment, products, or services from other sources. To meet Participating Entities’ needs, public notice of this RFP has been broadly published, including notification in the United States to each state-level procurement department for possible re-posting. Proof of publication will be available at the conclusion of the solicitation process. II.EQUIPMENT, PRODUCTS, AND SERVICES A.SOLUTIONS-BASED SOLICITATION This RFP and contract award process is a solutions-based solicitation; meaning that Sourcewell is seeking equipment, products, or services that meet the general requirements of the scope of this RFP and that are commonly desired or are required by law or industry standards. B.REQUESTED EQUIPMENT, PRODUCTS, OR SERVICES It is expected that Proposers will offer a wide array of equipment, products, or services at lower prices and with better value than what they would ordinarily offer to a single government entity, a school district, or a regional cooperative. 1.Sourcewell is seeking proposals for Aftermarket Vehicle Parts and Supplies including, but not to be limited to: a.Aftermarket repair, replacement, and maintenance parts, supplies, and services for gasoline, diesel, compressed natural gas (CNG), propane, hybrid, and electric Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 4 automobiles, sport utility vehicles (SUV), light-, medium-, and heavy-duty trucks, buses, and motorcycles; and, b. Proposers may include tires, OEM vehicle parts, and garage and fleet maintenance equipment, tools and supplies related to the offering of the Aftermarket Vehicle Parts and Supplies described in Subsection 1. a. above, to the extent that these solutions are complementary to the offering of the Aftermarket Vehicle Parts and Supplies being proposed. 2. The primary focus of this solicitation is for Aftermarket Vehicle Parts and Supplies. This solicitation should NOT be construed to include: a. Vehicle repair and maintenance services-only solutions b. Vehicle installation services-only solutions 3. This solicitation does not include those equipment, products, or services covered under categories included in contracts currently maintained by Sourcewell: a. Fleet and Facility Related Vendor Managed Inventory and Logistics Management Solutions (RFP #110520) Proposers may include related equipment, accessories, and services to the extent that these solutions are complementary to the equipment, products, or service(s) being proposed. Generally, the solutions for Participating Entities are turn-key solutions, providing a combination of equipment, products and services, delivery, and installation to a properly operating status. However, equipment or products only solutions may be appropriate for situations where Participating Entities possess the ability, either in-house or through local third- party contractors, to properly install and bring to operation the equipment or products being proposed. Sourcewell prefers vendors that provide a sole source of responsibility for the products and services provided under a resulting contract. If Proposer requires the use of dealers, resellers, or subcontractors to provide the products or services, the Proposal should address how the products or services will be provided to Participating Entities and describe the network of dealers, resellers, and/or subcontractors that will be available to serve Participating Entities under a resulting contract. Sourcewell desires the broadest possible selection of equipment, products, and services being proposed over the largest possible geographic area and to the largest possible cross-section of Sourcewell current and future Participating Entities. Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 5 C.REQUIREMENTS It is expected that Proposers have knowledge of all applicable industry standards, laws, and regulations and possess an ability to market and distribute the equipment, products, or services to Participating Entities. 1.Safety Requirements. All items proposed must comply with current applicable safety or regulatory standards or codes. 2.Deviation from Industry Standard. Deviations from industry standards must be identified with an explanation of how the equipment, products, and services will provide equivalent function, coverage, performance, and/or related services. 3.New Equipment and Products. Proposed equipment and products must be for new, current model; however, Proposer may offer certain close-out equipment or products if it is specifically noted in the Pricing proposal. 4.Delivered and operational. Unless clearly noted in the Proposal, equipment and products must be delivered to the Participating Entity as operational. 5.Warranty. All equipment, products, supplies, and services must be covered by a warranty that is the industry standard or better. D.ANTICIPATED CONTRACT TERM Sourcewell anticipates that the term of any resulting contract(s) will be four (4) years. Up to two one-year extensions may be offered based on the best interests of Sourcewell and its Participating Entities. E.ESTIMATED CONTRACT VALUE AND USAGE Based on past volume of similar contracts, the estimated annual value of all transactions from contracts resulting from this RFP are anticipated to be USD $40 Million; therefore, proposers are expected to propose volume pricing. Sourcewell anticipates considerable activity under the contract(s) awarded from this RFP; however, sales and sales volume from any resulting contract are not guaranteed. F.MARKETING PLAN Proposer’s sales force will be the primary source of communication with Participating Entities. The Proposer’s Marketing Plan should demonstrate Proposer’s ability to deploy a sales force or dealer network to Participating Entities, as well as Proposer’s sales and service capabilities. It is expected that Proposer will promote and market any contract award. Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 6 G. ADDITIONAL CONSIDERATIONS 1. Contracts will be awarded to Proposers able to best meet the need of Participating Entities. Proposers should submit their complete line of equipment, products, or services that are applicable to the scope of this RFP. 2. Proposers should include all relevant information in its proposal, since Sourcewell cannot consider information that is not included in the Proposal. Sourcewell reserves the right to verify Proposer’s information and may request clarification from a Proposer, including samples of the proposed equipment or products. 3. Depending upon the responses received in a given category, Sourcewell may need to organize responses into subcategories in order to provide the broadest coverage of the requested equipment, products, or services to Participating Entities. Awards may be based on a subcategory. 4. A Proposer’s documented negative past performance with Sourcewell or its Participating Entities occurring under a previously awarded Sourcewell contract may be considered in the evaluation of a proposal. III. PRICING A. REQUIREMENTS All proposed pricing must be: 1. Either Line-Item Pricing or Percentage Discount from Catalog Pricing, or a combination of these: a. Line-item Pricing is pricing based on each individual product or services . Each line must indicate the Vendor’s published “List Price,” as well as the “Contract Price.” b. Percentage Discount from Catalog or Category is based on a percentage discount from a catalog or list price, defined as a published Manufacturer’s Suggested Retail Price (MSRP) for the products or services. Individualized percentage discounts can be applied to any number of defined product groupings. Proposers will be responsible for providing and maintaining current published MSRP with Sourcewell, and this pricing must be included in its proposal and provided throughout the term of any Contract resulting from this RFP. 2. The Proposer’s ceiling price (Ceiling price means that the proposed pricing will be considered as the highest price for which equipment, products, or services may be billed to a Participating Entity). However, it is permissible for vendors to sell at a price that is lower than the contracted price; 3. Stated in U.S. and Canadian dollars (as applicable); and 4. Clearly understood, complete, and fully describe the total cost of acquisition (e.g., the cost of the proposed equipment, products, and services delivered and operational for its intended purpose in the Participating Entity’s location). Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 7 Proposers should clearly identify any costs that are NOT included in the proposed product or service pricing. This may include items such as installation, set up, mandatory training, or initial inspection. Include identification of any parties that impose such costs and their relationship to the Proposer. Additionally, Proposers should clearly describe any unique distribution and/or delivery methods or options offered in the Proposal. B. ADMINISTRATIVE FEES Proposers are expected to pay to Sourcewell an administrative fee in exchange for Sourcewell facilitating the resulting contracts. The administrative fee is normally calculated as a percentage of the total sales to Participating Entities for all contracted equipment, products, or services made during a calendar quarter, and is typically one percent (1%) to two percent (2%). In some categories, a flat fee may be an acceptable alternative. IV. CONTRACT Proposers awarded a contract will be required to execute a contract with Sourcewell (see attached template). Only those modifications the Proposer indicates in its proposal will be available for discussion. Much of the language in the Contract reflects Minnesota legal requirements and cannot be altered. Numerous and/or onerous exceptions that contradict Minnesota law may result in the Proposal being disqualified from further review and evaluation. To request a modification to the Contract terms, conditions, or specifications, a Proposer must complete and submit the Exceptions to Terms, Conditions, or Specifications table, with all requested modifications, through the Sourcewell Procurement Portal at the time of submitting the Proposer’s Proposal. Exceptions must: 1. Clearly identify the affected article and section, and 2. Clearly note what language is requested to be modified. Unclear requests will be automatically denied. Only those exceptions that have been accepted by Sourcewell will be included in the contract document provided to the awarded vendor for signature. If a Proposer receives a contract award resulting from this solicitation it will have up to 30 days to sign and return the contract. After that time, at Sourcewell’s sole discretion, the contract award may be revoked. V. RFP PROCESS A. PRE-PROPOSAL CONFERENCE Sourcewell will hold an optional, non-mandatory pre-proposal conference via webcast on the date and time noted on page one of this RFP and on the Sourcewell Procurement Portal. The Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 8 purpose of this conference is to allow potential Proposers to ask questions regarding this RFP and Sourcewell’s competitive contracting process. Information about the webcast will be sent to all entities that have registered for this solicitation opportunity through their Sourcewell Procurement Portal Vendor Account. Pre-proposal conference attendance is optional. B.QUESTIONS REGARDING THIS RFP AND ORAL COMMUNICATION Questions regarding this RFP must be submitted through the Sourcewell Procurement Portal. The deadline for submission of questions is found in the Solicitation Schedule and on the Sourcewell Procurement Portal. Answers to questions will be issued through an addendum to this RFP. Repetitive questions will be summarized into a single answer and identifying information will be removed from the submitted questions. All questions, whether specific to a Proposer or generally related to the RFP, must be submitted using this process. Do not contact individual Sourcewell staff to ask questions or request information as this may disqualify the Proposer from responding to this RFP. Sourcewell will not respond to questions submitted after the deadline. C.ADDENDA Sourcewell may modify this RFP at any time prior to the proposal due date by issuing an addendum. Addenda issued by Sourcewell become a part of the RFP and will be delivered to potential Proposers through the Sourcewell Procurement Portal. Sourcewell accepts no liability in connection with the delivery of any addenda. Before a proposal will be accepted through the Sourcewell Procurement Portal, all addenda, if any, must be acknowledged by the Proposer by checking the box for each addendum. It is the responsibility of the Proposer to check for any addenda that may have been issued up to the solicitation due date and time. If an addendum is issued after a Proposer submitted its proposal, the Sourcewell Procurement Portal will WITHDRAW the submission and change the Proposer’s proposal status to INCOMPLETE. The Proposer can view this status change in the “MY BIDS” section of the Sourcewell Procurement Portal Vendor Account. The Proposer is solely responsible to check the “MY BIDS” section of the Sourcewell Procurement Portal Vendor Account periodically after submitting its Proposal (and up to the Proposal due date). If the Proposer’s Proposal status has changed to INCOMPLETE, the Proposer is solely responsible to: i)make any required adjustments to its proposal; ii)acknowledge the addenda; and iii)ensure the re-submitted proposal is received through the Sourcewell Procurement Portal no later than the Proposal Due Date and time shown in the Solicitation Schedule above. Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 9 D. PROPOSAL SUBMISSION Proposer’s complete proposal must be submitted through the Sourcewell Procurement Portal no later than the date and time specified in the Solicitation Schedule. Any other form of proposal submission, whether electronic, paper, or otherwise, will not be considered by Sourcewell. Late proposals will not be considered. It is the Proposer’s sole responsibility to ensure that the proposal is received on time. It is recommended that Proposers allow sufficient time to upload the proposal and to resolve any issues that may arise. The time and date that a Proposal is received by Sourcewell is solely determined by the Sourcewell Procurement Portal web clock. In the event of problems with the Sourcewell Procurement Portal, follow the instructions for technical support posted in the portal. It may take up to twenty-four (24) hours to respond to certain issues. Upon successful submission of a proposal, the Portal will automatically generate a confirmation email to the Proposer. If the Proposer does not receive a confirmation email, contact Sourcewell’s support provider at support@bidsandtenders.ca. To ensure receipt of the latest information and updates via email regarding this solicitation, or if the Proposer has obtained this solicitation document from a third party, the onus is on the Proposer to create a Sourcewell Procurement Portal Vendor Account and register for this solicitation opportunity. Within the Procurement Portal, all proposals must be digitally acknowledged by an authorized representative of the Proposer attesting that the information contained in in the proposal is true and accurate. By submitting a proposal, Proposer warrants that the information provided is true, correct, and reliable for purposes of evaluation for potential contract award. The submission of inaccurate, misleading, or false information is grounds for disqualification from a contract award and may subject the Proposer to remedies available by law. E. GENERAL PROPOSAL REQUIREMENTS Proposals must be: x In substantial compliance with the requirements of this RFP or it will be considered nonresponsive and be rejected. x Complete. A proposal will be rejected if it is conditional or incomplete. x Submitted in English. x Valid and irrevocable for 90 days following the Proposal Due Date. Any and all costs incurred in responding to this RFP will be borne by the Proposer. Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 10 F. PROPOSAL WITHDRAWAL Prior to the proposal deadline, a Proposer may withdraw its proposal. G. OPENING The Opening of Proposals will be conducted electronically through the Sourcewell Procurement Portal. A list of all Proposers will be made publicly available in the Sourcewell Procurement Portal after the Proposal Due Date, but no later than the Opening time listed in the Solicitation Schedule. To view the list of Proposers, verify that the Sourcewell Procurement Portal opportunities list search is set to “All” or “Closed.” The solicitation status will automatically change to “Closed” after the Proposal Due Date and Time. VI. EVALUATION AND AWARD A. EVALUATION It is the intent of Sourcewell to award one or more contracts to responsive and responsible Proposer(s) offering the best overall quality, selection of equipment, products, and services, and price that meet the commonly requested specifications of Sourcewell and its Participating Entities. The award(s) will be limited to the number of Proposers that Sourcewell determines is necessary to meet the needs of Participating Entities. Factors to be considered in determining the number of contracts to be awarded in any category may include the following: x The number of and geographic location of: o Proposers necessary to offer a comprehensive selection of equipment, products, or services for Participating Entities’ use. o A Proposer’s sales and service network to assure availability of product supply and coverage to meet Participating Entities’ anticipated needs. x Total evaluation scores. x The attributes of Proposers, and their equipment, products, or services, to assist Participating Entities achieve environmental and social requirements, preferences, and goals. Information submitted as part of a proposal should be as specific as possible when responding to the RFP. Do not assume Sourcewell’s knowledge about a specific vendor or product. B. AWARD(S) Award(s) will be made to the Proposer(s) whose proposal conforms to all conditions and requirements of the RFP, and consistent with the award criteria defined in this RFP. Sourcewell may request written clarification of a proposal at any time during the evaluation process. Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 11 Proposal evaluation will be based on the following scoring criteria and the Sourcewell Evaluator Scoring Guide (available in the Sourcewell Procurement Portal): Conformance to RFP Requirements 50 Financial Viability and Marketplace Success 75 Ability to Sell and Deliver Service 100 Marketing Plan 50 Value Added Attributes 75 Warranty 50 Depth and Breadth of Offered Equipment, Products, or Services 200 Pricing 400 TOTAL POINTS 1000 C. PROTESTS OF AWARDS Any protest made under this RFP by a Proposer must be in writing, addressed to Sourcewell’s Executive Director, and delivered to the Sourcewell office located at 202 12th Street NE, P.O. Box 219, Staples, MN 56479. The protest must be received no later than 10 calendar days’ following Sourcewell’s notice of contract award(s) or non-award and must be time stamped by Sourcewell no later than 4:30 p.m., Central Time. A protest must include the following items: x The name, address, and telephone number of the protester; x The original signature of the protester or its representative; x Identification of the solicitation by RFP number; x A precise statement of the relevant facts; x Identification of the issues to be resolved; x Identification of the legal or factual basis; x Any additional supporting documentation; and x Protest bond in the amount of $20,000, except where prohibited by law or treaty. Protests that do not address these elements will not be reviewed. D. RIGHTS RESERVED This RFP does not commit Sourcewell to award any contract and a proposal may be rejected if it is nonresponsive, conditional, incomplete, conflicting, or misleading. Proposals that contain false statements or do not support an attribute or condition stated by the Proposer may be rejected. Sourcewell reserves the right to: x Modify or cancel this RFP at any time; Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 12 x Reject any and all proposals received; x Reject proposals that do not comply with the provisions of this RFP; x Select, for contracts or for discussion, a proposal other than that with the lowest cost; x Independently verify any information provided in a Proposal; x Disqualify any Proposer that does not meet the requirements of this RFP, is debarred or suspended by the United States or Canada, State of Minnesota, Participating Entity’s state or province; has an officer, or other key personnel, who have been charged with a serious crime; or is bankrupt, insolvent, or where bankruptcy or insolvency are a reasonable prospect; x Waive or modify any informalities, irregularities, or inconsistencies in the proposals received; x Clarify any part of a proposal and discuss any aspect of the proposal with any Proposer; and negotiate with more than one Proposer; x Award a contract if only one responsive proposal is received if it is in the best interest of Participating Entities; and x Award a contract to one or more Proposers if it is in the best interest of Participating Entities. E. DISPOSITION OF PROPOSALS All materials submitted in response to this RFP will become property of Sourcewell and will become public record in accordance with Minnesota Statutes Section 13.591, after negotiations are complete. Sourcewell considers that negotiations are complete upon execution of a resulting contract. It is the Proposer’s responsibility to clearly identify any data submitted that it considers to be protected. Proposer must also include a justification for the classification citing the applicable Minnesota law. Sourcewell will not consider the prices submitted by the Proposer to be confidential, proprietary, or trade secret materials. Financial information, including financial statements, provided by a Proposer is not considered trade secret under the statutory definition. The Proposer understands that Sourcewell will reject proposals that are marked confidential or nonpublic, either substantially or in their entirety. 2/18/2021 Addendum No. 1 Solicitation Number: RFP 032521 Solicitation Name: Aftermarket Vehicle Parts and Supplies Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Is it possible to receive a document that contains all the "table questions" in Step 1 (Specifications) in one master document format? Answer 1: After selecting “Start Submission” in the Sourcewell Procurement Portal, a proposer may navigate to Step 4 – “Preview Bid” and select “Preview My Bid in PDF” if a downloadable PDF of the questionnaire tables is desired. Question 2: Within your portal there are product categories listed by what looks to be commodity codes. Is there a list available that shows more details on the product items within these codes? Answer 2: Sourcewell utilizes the North American Industry Classification System (NAICS) within the Sourcewell Procurement Portal to allow prospective vendors the ability to broadly identify the types of equipment, products, or services applicable to them at the time of account creation. Prospective vendors who select one or more commodity codes receive system-generated notifications by email of new Sourcewell opportunities matching their commodity code selection. For this RFP (and all cooperative purchasing contract opportunities), Sourcewell utilizes a competitive, solutions-based solicitation approach that is not based on detailed specifications or finite quantities. A proposer can propose its entire line of equipment, products, or services falling within the requested equipment, products, or services as described in RFP Section II. B. End of Addendum Acknowledgement of this Addendum to RFP 032521 posted to the Sourcewell Procurement Portal on 2/18/2021, is required at the time of proposal submittal. 2/19/2021 Addendum No. 2 Solicitation Number: RFP 032521 Solicitation Name: Aftermarket Vehicle Parts and Supplies Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Referring to RFP Section II. B., can we propose a products only solution? Answer 1: A proposer is not required to offer all possible items or services within the scope of the solicitation as described in RFP Section II B. – Requested Equipment, Products, or Services, to be considered for award. However, proposals are evaluated based on the criteria as stated in the RFP. Question 2: If awarded a contract, can we use our authorized participating distributors or dealers? Answer 2: Refer to RFP Section II. B. – Requested Equipment, Products, or Services – “…If Proposer requires the use of dealers, resellers, or subcontractors to provide the products or services, the Proposal should address how the products or services will be provided to Participating Entities and describe the network of dealers, resellers, and/or subcontractors that will be available to serve Participating Entities under a resulting contract.” Question 3: Our participating distributors are independent companies that may supply product and installation. Is this acceptable? Answer 3: See Answer 2 above. Question 4: In reference to RFP Section III. A. 2., regarding ceiling price, does this mean that better or lower pricing may be given to any user on a case-by-case basis? Answer 4: Refer to RFP Section III. A. 2. – which requires that all proposed pricing must be: “The Proposer’s ceiling price (Ceiling price means that the proposed pricing will be considered as the highest price for which equipment, products, or services may be billed to a Participating Entity). However, it is permissible for vendors to sell at a price that is lower than the contracted price.” Question 5: In reference to RFP Section III. A. 2., can we bid a different discount in Canada to compensate for the exchange rate, customs, duties, etc.? Answer 5: In the competitive process, Sourcewell will not advise a proposer on the content of the proposal. Each proposer, in its discretion, will determine and propose the pricing approach that aligns with their business methods and satisfies all the requirements of RFP Section III. – Pricing. Question 6: If there is added cost to ship to Hawaii and Alaska can we bid prepaid and add, or have a different minimum order requirement? Answer 6: See Answer 5 above. Question 7: In reference to Sourcewell contract template Section 3. B. – Sales Tax, if agencies are required to pay taxes, can we add them to the invoice as a separate line item? Answer 7: See Answer 5 above. Question 8: Is there a method to request modifications to contract prices throughout the term of the contract? Answer 8: An awarded vendor may submit a Product and Pricing Change Request to Sourcewell. Refer to Section 4. – Product and Pricing Change Requests, of the Sourcewell contract template. Question 9: In reference to Sourcewell contract template Section 6. B. – Additional Terms and Conditions/Participating Addendum, if a state requires a participating addendum, and there are requirements that change the offer the vendor supplied, are we allowed to negotiate new terms? Answer 9: Refer to Sourcewell contract template Section 6. B. – Additional Terms and Conditions/Participating Addendum. “…Some Participating Entities may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.” Question 10: In reference to Sourcewell contract template Section 7. – Customer Service, can we supply one contact for related items to the contract and multiple contacts for questions pertaining to product, lead times, etc.? Answer 10: Refer to the Sourcewell contract template Section 7. A. – Primary Account Representative, “Vendor will assign an Account Representative to Sourcewell for this Contract…” It is left to the discretion of the proposer to describe in their response their ability to sell and deliver service to Sourcewell participating entities. Question 11: In reference to Sourcewell contract template Section 15. – Force Majeure, can language regarding a pandemic be included? Answer 11: Refer to RFP Section IV. – Contract. A request for modification to the Sourcewell contract template may be submitted with a proposal. To request a modification to the template Contract terms, conditions, or specifications, a Proposer may complete and submit the Exceptions to Terms, Conditions, or Specifications Form, which is found as the final Table of Step 1 in the proposal submission process. Question 12: Is there a minimum estimated sales volume for a supplier to be awarded? Answer 12: The Sourcewell RFP is an open and competitive solicitation process. Each proposer, in its discretion, will determine the information necessary to best demonstrate its financial viability and marketplace success to Sourcewell. Proposals are evaluated based on the criteria stated in the RFP. End of Addendum Acknowledgement of this Addendum to RFP 032521 posted to the Sourcewell Procurement Portal on 2/19/2021, is required at the time of proposal submittal. 3/11/2021 Addendum No. 3 Solicitation Number: RFP 032521 Solicitation Name: Aftermarket Vehicle Parts and Supplies Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Page 12 of RFP Section E states that the proposer must "clearly identify any data submitted that it considers to be protected...." Are any financial statements provided by the proposer considered protected? Answer 1: Sourcewell does not consider financial statements submitted by a proposer to meet the definition of a trade secret under the Minnesota Government Data Practices Act (Minnesota Statutes Chapter 13). Refer to RFP Section VI. E., for a proposer’s responsibility to identify data it considers protected and the justification for such classification. End of Addendum Acknowledgement of this Addendum to RFP 032521 posted to the Sourcewell Procurement Portal on 3/11/2021, is required at the time of proposal submittal. 3/19/2021 Addendum No. 4 Solicitation Number: RFP 032521 Solicitation Name: Aftermarket Vehicle Parts and Supplies Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Our company has a product or products that may fall within the requested equipment, products, and services, in two open Sourcewell solicitations? Are we allowed to, or will we be penalized for, including that product or products in a proposal under both RFPs? Answer 1: Each Sourcewell solicitation is separate and distinct from any other Sourcewell solicitation. A proposer is allowed to propose the entire line of equipment, products, and services falling within the requested equipment, products, or services of the subject solicitation. Proposals are evaluated based on the criteria stated in the RFP. End of Addendum Acknowledgement of this Addendum to RFP 032521 posted to the Sourcewell Procurement Portal on 3/19/2021, is required at the time of proposal submittal. 032521-GPC Rev. 10/2020 1 Solicitation Number: RFP #032521 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Genuine Parts Company dba NAPA Auto Parts, 2999 Wildwood Parkway, Atlanta, GA 30339 (Vendor). Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Sourcewell issued a public solicitation for Aftermarket Vehicle Parts and Supplies from which Vendor was awarded a contract. Vendor desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities). 1.TERM OF CONTRACT A.EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B.EXPIRATION DATE AND EXTENSION. This Contract expires May 19, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor. C.SURVIVAL OF TERMS. Articles 11 through 14 survive the expiration or cancellation of this Contract. 2.EQUIPMENT, PRODUCTS, OR SERVICES A.EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. Vendor’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. Exhibit B - Original Government Contract 032521-GPC Rev. 10/2020 2 All Equipment and Products provided under this Contract must be new/current model or remanufactured to OEM standards. Vendor may offer close-out or refurbished Equipment or Products if they are clearly indicated in Vendor’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. All Equipment and Products supplied pursuant to the Contract are subject to the terms of written warranties provided by the manufacturer of each Product and Equipment, and Vendor shall use reasonable commercial efforts to assist the Member in processing all warranty claims that the Member may have against a manufacturer. The manufacturer’s warranty will be the sole and exclusive remedy of the Member in connection with any claims concerning the Products and Equipment supplied pursuant to the Contract. ALL OTHER WARRANTIES, BOTH EXPRESS AND IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTIBILITY OR FITNESS FOR A PARTICULAR PURPOSE, ARE HEREBY EXCLUDED. Copies of the manufacturers’ warranties are available to the Member upon request. Vendor will pass through all available warranty benefits from the applicable manufacturer to the Member to the extent permitted by contract or law. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution, Vendor will make available to Sourcewell a means to validate or authenticate Vendor’s authorized dealers, distributors, and/or resellers relative to the Equipment, Products, and Services related to this Contract. This list may be updated from time-to-time and is incorporated into this Contract by reference. It is the Vendor’s responsibility to ensure Sourcewell receives the most current version of this list. 3. PRICING All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. 032521-GPC Rev. 10/2020 3 A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Vendor must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. Vendor must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. In the event that any Product or Equipment does not conform to the manufacturer’s warranty, the Member may return such Product or Equipment to Vendor and Vendor will process the Member’s warranty claim with the manufacturer of the defective Product or Equipment. After the manufacturer has accepted the claim from Vendor, Vendor, as the Member’s sole and exclusive remedy and Vendor’s sole liability, shall either, at its option: (i) replace the defective Product or Equipment with a conforming Product or Equipment; (ii) repair the defective Product or Equipment; or (iii) issue a credit or refund for the price of the Product or Equipment. B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Vendor may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Contract Administrator. This form is available from the assigned Sourcewell Contract Administrator. At a minimum, the request must: 032521-GPC Rev. 10/2020 4 x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and be incorporated by reference. 5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Vendor understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B. PUBLIC FACILITIES. Vendor’s employees may be required to perform work at government- owned facilities, including schools. Vendor’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6. PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this 032521-GPC Rev. 10/2020 5 Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically, a Participating Entity will issue an order directly to Vendor. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration of this Contract; however, Vendor performance, Participating Entity payment, and any applicable warranty periods or other Vendor or Participating Entity obligations may extend beyond the term of this Contract. Vendor’s acceptable forms of payment are included in Attachment A. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Vendor, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Participating Entity and the Vendor may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Vendor in the event of any of the following events: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the goods to be purchased; 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements; or 3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Participating Entity. E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. 032521-GPC Rev. 10/2020 6 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: x Maintenance and management of this Contract; x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. B. BUSINESS REVIEWS. Vendor must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, supply issues, customer issues, and any other necessary information. 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made). The Report must contain the following fields: x Customer Name (e.g., City of Staples Highway Department); x Customer Physical Street Address; x Customer City; x Customer State/Province; x Customer Zip Code; x Customer Contact Name; x Customer Contact Email Address; x Customer Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Vendor. B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Vendor may not charge Participating Entities more than the contracted 032521-GPC Rev. 10/2020 7 price to offset the Administrative Fee. The Vendor will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Vendor’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter. Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9. AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor must promptly notify Sourcewell in writing. 10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. Audit results will be based upon overcharges and undercharges being combined to determine the net impact. B. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld. C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been fully executed by the parties. 032521-GPC Rev. 10/2020 8 D. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it. E. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22, the terms of Articles 1-22 will govern. F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 11. LIABILITY Vendor must indemnify, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including reasonable attorneys’ fees, arising out of the negligent acts or omissions or intentional misconduct of Vendor or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have arisen from such negligence or intentional misconduct. 12. GOVERNMENT DATA PRACTICES Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Vendor under this Contract. If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request. 13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY 1. Grant of License. During the term of this Contract: a. Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use the Trademark(s) provided to Vendor by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Vendor. b. Vendor grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Vendor’s Trademarks in advertising and promotional materials for the purpose of marketing Vendor’s relationship with Sourcewell. 032521-GPC Rev. 10/2020 9 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to its and their respective distributors, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. a. Sourcewell must not alter Vendor’s Trademarks from the form provided by Vendor and must comply with Vendor’s removal requests as to specific uses of its trademarks or logos. b. Vendor must not alter Sourcewell’s Trademarks from the form provided by Sourcewell and must comply with Sourcewell’s removal requests as to specific uses of its trademarks or logos. c. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s Trademarks only in good faith and in a dignified manner consistent with such party’s use of the Trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. d. The licenses granted under this Section 13 are subject to the respective intellectual property usage guidelines and terms and conditions of each party. 4. Vendor agrees to provide an indemnity for intellectual property claims based on intellectual property rights owned by Vendor, but cannot provide a direct copyright, trademark, or patent indemnity for the Products or Equipment supplied pursuant to the Contract, as Vendor does not manufacture the Products or Equipment. Vendor agrees to use commercially reasonable efforts to assist the Member in processing any infringement claim against the applicable manufacturer. 5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Vendor individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract. 032521-GPC Rev. 10/2020 10 D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment, Products, or Services. 14. GOVERNING LAW, JURISDICTION, AND VENUE Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota. 15. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 16. SEVERABILITY If any provision of this Contract is found to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration or finding and must be fully performed. 17. PERFORMANCE, DEFAULT, AND REMEDIES A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Vendor will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have 30 calendar days to cure an outstanding issue. 3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Vendor must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Vendor fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed will be borne by the Vendor. 032521-GPC Rev. 10/2020 11 B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract. Written notice of default and a reasonable opportunity to cure must be issued by the party claiming default. Time allowed for cure will not diminish or eliminate any liability for direct damages. If the default remains after the opportunity for cure, the non-defaulting party may: x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 18. INSURANCE A. REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Vendor will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate 032521-GPC Rev. 10/2020 12 3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit 4. Umbrella Insurance. During the term of this Contract, Vendor will maintain umbrella coverage over Workers’ Compensation, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 5. Network Security and Privacy Liability Insurance. During the term of this Contract, Vendor will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Vendor’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service. Minimum limits: $2,000,000 per occurrence $2,000,000 annual aggregate Failure of Vendor to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Vendor must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Contract Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract. C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Vendor agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Vendor’s commercial 032521-GPC Rev. 10/2020 13 general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Vendor, and products and completed operations of Vendor but only to the extent of Vendor’s indemnity obligations under the Contract. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds but only to the extent of Vendor’s indemnity obligations under the Contract. D. WAIVER OF SUBROGATION. Vendor waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Vendor or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Vendor or its subcontractors. Where permitted by law, Vendor must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention. 19. COMPLIANCE A. LAWS AND REGULATIONS. Vendor will comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Vendor must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Vendor conducts with Sourcewell and Participating Entities. 20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing. Vendor certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject 032521-GPC Rev. 10/2020 14 matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may also require additional requirements based on specific funding specifications provided that any such additional requirements must be accepted in writing by Vendor for any such requirements to be binding on Vendor. Within this Article, all references to “federal” should be interpreted to mean the United States federal government. The following list only applies in the event that (i)a Participating Entity will access Vendor’s Equipment, Products, or Services with United States federal funds, and (ii) Vendor has provided its prior written consent. A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that 032521-GPC Rev. 10/2020 15 each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Vendor must be in compliance with all applicable Davis-Bacon Act provisions. C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Vendor certifies that during the term of this Contract will comply with applicable requirements as referenced above. 032521-GPC Rev. 10/2020 16 F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Vendors must file any required certifications. Vendors must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Vendors must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Vendors must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Vendor must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Vendor further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Vendor must endeavor to comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Vendor must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Vendor agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Vendor that are directly pertinent to Vendor’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right 032521-GPC Rev. 10/2020 17 also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. 22. CANCELLATION Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Vendor’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. 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7LUHVௐ2(0ௐYHKLFOHௐSDUWVௐDQGௐJDUDJHௐ DQGௐIOHHWௐPDLQWHQDQFHௐHTXLSPHQWௐ WRROVௐDQGௐVXSSOLHVௐDVௐGHVFULEHGௐLQௐ 5)3ௐ6HFWLRQௐ,,ௐ%ௐௐE <HV 1R 1$3$ௐVHOOVௐVHYHUDOௐGLIIHUHQWௐNLQGVௐRIௐSURGXFWVௐLQௐWKLVௐFDWHJRU\ௐDWௐ DOOௐௐ1$3$ௐ$XWRௐ3DUWVௐ6WRUHௐ1DWLRQZLGH Bid Number: RFP 032521 Vendor Name: Genuine Parts Company dba NAPA auto Parts Bid Number: RFP 032521 Vendor Name: Genuine Parts Company dba NAPA auto Parts Table 15: Industry Specific Questions Line Item Question Response * 86 If you are awarded a contract, provide a few examples of internal metrics that will be tracked to measure whether you are having success with the contract. Below are several examples of internal metrics that we will track to optimize our contract growth strategies, if awarded: Overall Contract Member Purchases - our contract reporting system will track overall Sourcewell contract member purchases by agency to ensure contract compliance, contract adoption and overall Sourcewell member satisfaction. Market Coverage - we can identify where we have an active Sourcewell contract presence across our US and Canada markets and pinpoint opportunities for new market growth over the course of the contract. Sourcewell Account Registrations - new Sourcewell member contracts are identified in our reporting system so we can promote growth of the total number of participating entities utilizing the NAPA contract and partnership. Contract Segmentation - we will break out Sourcewell member purchases into industry verticals to identify opportunities to grow in segments where we may be stagnant and develop specific marketing materials to drive new contracts in underutilized categories. * 87 Describe any electronic service programming subscriptions and service information provided within your proposal along with any associated costs. NAPA does not provide any electronic service programming subscriptions under the scope of this proposal. * 88 Describe your ability to provide customized reports of historical purchases and participating entities accounts payable management. Through our Vistex and Qlik reporting software and our dedicated finance, accounting and reporting teams at NAPA headquarters and locally in our operations, NAPA provides customized reporting for hundreds of government and private sector customers on a quarterly basis or as needed by the Sourcewell member, generally within 30 to 45 days after a quarter has ended. Reporting is customizable for each member, so NAPA remains flexible in the format and timing of reporting to meet each customer's needs on a case-by-case basis; the reporting described above is the standard base level that NAPA provides. On an ad-hoc basis, NAPA can provide a specific Sourcewell member with SKU- level data over a specific timeframe and our team is also available to provide an in- depth spending analysis comparing them to other government agencies of similar size and makeup. * 89 Describe any online parts catalog and ordering capabilities that can be provided or are included. If applicable, identify any additional costs associated with this service. Our NAPA parts catalog, consisting of more than 465,000 SKUs, is all available online to Sourcewell members. The following are a few of the most common digital methods used to order from us: • NAPA Prolink: NAPA Prolink is another exclusive online ordering and messaging system for customer shops to order NAPA branded parts from our stores or distribution centers. It gives the customer direct digital access to our catalog of more than 500,000 SKUs, all available on this contract. • Enterprise E-Procurement/Punchout: NAPA has the capability to provide digital cataloging through punchouts and EDI interfaces placed directly within a customer's enterprise procurement system. On our e-commerce website, www.NAPAIBIZ.com, we show companies that use large eProcurement programs how to register with NAPA to access our NAPA catalog. Platforms supported include Ariba, SAP, Oracle, Epicor, Ketera, Jaggaer, Proactis/Perfect Commerce, Coupa and more. We also offer digital warehousing solutions with JD Edwards and Manhattan products. There is no fee associated with the use of NAPA's online cataloging or NAPA Prolink. Enterprise software integrations, if required by the customer, could have nominal costs that are negotiated on a case-by-case basis before implementing any solutions. * 90 Identify the vehicle makes for which your offered parts are used. NAPA provides replacement parts for all light- and heavy-duty makes and models across the US and Canada. * 91 Identify the vehicle engine types for which your products are manufactured (e.g., gasoline, diesel, CNG, propane, hybrid, electric, etc.) NAPA provides replacement parts for all engine types across the US and Canada. * Bid Number: RFP 032521 Vendor Name: Genuine Parts Company dba NAPA auto Parts Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text. Documents Ensure your submission document(s) conforms to the following: 1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided. 2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell. 3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell. 4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Financial Strength and Stability - Question #9 - Genuine Parts Company 2019 Annual Report.pdf - Wednesday March 24, 2021 12:26:37 Marketing Plan/Samples - Question #32 - Marketing Materials.pdf - Wednesday March 24, 2021 12:27:31 WMBE/MBE/SBE or Related Certificates - Question #39 - Corporate Sustainability Plan.pdf - Wednesday March 24, 2021 12:29:32 Warranty Information (optional) Pricing - Pricing - US 9074 & Canada.pdf - Wednesday March 24, 2021 12:29:47 Upload Additional Document - Question #36 - Autotech Training Brochures.pdf - Wednesday March 24, 2021 12:30:11 3URSRVHU V$IILGDYLW 352326(5$)),'$9,7$1'$6685$1&(2)&203/,$1&( ,FHUWLI\WKDW,DPWKHDXWKRUL]HGUHSUHVHQWDWLYHRIWKH3URSRVHUVXEPLWWLQJWKHIRUHJRLQJ3URSRVDOZLWKWKHOHJDODXWKRULW\WRELQGWKH 3URSRVHUWRWKLV$IILGDYLWDQG$VVXUDQFHRI&RPSOLDQFH 7KH3URSRVHULVVXEPLWWLQJWKLV3URSRVDOXQGHULWVIXOODQGFRPSOHWHOHJDOQDPHDQGWKH3URSRVHUOHJDOO\H[LVWVLQJRRGVWDQGLQJLQ WKHMXULVGLFWLRQRILWVUHVLGHQFH 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id Number: RFP 032521 Vendor Name: Genuine Parts Company dba NAPA auto Parts Exhibit C Insurance and Indemnity To the furthest extent allowed by law, VENDOR 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, VENDOR 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 cost to enforce this agreement), arising or alleged to have arisen directly or indirectly out of performance of this Contract. VENDOR'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 the willful misconduct, of CITY or any of its officers, officials, employees, agents or volunteers. If VENDOR should subcontract all or any portion of the work to be performed under this Contract, VENDOR 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. 1. PRODUCTS LIABILITY INSURANCE: VENDOR 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. 032521-GPC Rev. 10/2020 1 Solicitation Number: RFP #032521 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Genuine Parts Company dba NAPA Auto Parts, 2999 Wildwood Parkway, Atlanta, GA 30339 (Vendor). Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Sourcewell issued a public solicitation for Aftermarket Vehicle Parts and Supplies from which Vendor was awarded a contract. Vendor desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires May 19, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor. C. SURVIVAL OF TERMS. Articles 11 through 14 survive the expiration or cancellation of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. Vendor’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. 032521-GPC Rev. 10/2020 2 All Equipment and Products provided under this Contract must be new/current model or remanufactured to OEM standards. Vendor may offer close-out or refurbished Equipment or Products if they are clearly indicated in Vendor’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. All Equipment and Products supplied pursuant to the Contract are subject to the terms of written warranties provided by the manufacturer of each Product and Equipment, and Vendor shall use reasonable commercial efforts to assist the Member in processing all warranty claims that the Member may have against a manufacturer. The manufacturer’s warranty will be the sole and exclusive remedy of the Member in connection with any claims concerning the Products and Equipment supplied pursuant to the Contract. ALL OTHER WARRANTIES, BOTH EXPRESS AND IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTIBILITY OR FITNESS FOR A PARTICULAR PURPOSE, ARE HEREBY EXCLUDED. Copies of the manufacturers’ warranties are available to the Member upon request. Vendor will pass through all available warranty benefits from the applicable manufacturer to the Member to the extent permitted by contract or law. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution, Vendor will make available to Sourcewell a means to validate or authenticate Vendor’s authorized dealers, distributors, and/or resellers relative to the Equipment, Products, and Services related to this Contract. This list may be updated from time-to-time and is incorporated into this Contract by reference. It is the Vendor’s responsibility to ensure Sourcewell receives the most current version of this list. 3. PRICING All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. 032521-GPC Rev. 10/2020 3 A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Vendor must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. Vendor must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. In the event that any Product or Equipment does not conform to the manufacturer’s warranty, the Member may return such Product or Equipment to Vendor and Vendor will process the Member’s warranty claim with the manufacturer of the defective Product or Equipment. After the manufacturer has accepted the claim from Vendor, Vendor, as the Member’s sole and exclusive remedy and Vendor’s sole liability, shall either, at its option: (i) replace the defective Product or Equipment with a conforming Product or Equipment; (ii) repair the defective Product or Equipment; or (iii) issue a credit or refund for the price of the Product or Equipment. B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Vendor may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Contract Administrator. This form is available from the assigned Sourcewell Contract Administrator. At a minimum, the request must: 032521-GPC Rev. 10/2020 4 x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and be incorporated by reference. 5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Vendor understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B. PUBLIC FACILITIES. Vendor’s employees may be required to perform work at government- owned facilities, including schools. Vendor’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6. PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this 032521-GPC Rev. 10/2020 5 Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically, a Participating Entity will issue an order directly to Vendor. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration of this Contract; however, Vendor performance, Participating Entity payment, and any applicable warranty periods or other Vendor or Participating Entity obligations may extend beyond the term of this Contract. Vendor’s acceptable forms of payment are included in Attachment A. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Vendor, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Participating Entity and the Vendor may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Vendor in the event of any of the following events: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the goods to be purchased; 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements; or 3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Participating Entity. E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. 032521-GPC Rev. 10/2020 6 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: x Maintenance and management of this Contract; x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. B. BUSINESS REVIEWS. Vendor must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, supply issues, customer issues, and any other necessary information. 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made). The Report must contain the following fields: x Customer Name (e.g., City of Staples Highway Department); x Customer Physical Street Address; x Customer City; x Customer State/Province; x Customer Zip Code; x Customer Contact Name; x Customer Contact Email Address; x Customer Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Vendor. B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Vendor may not charge Participating Entities more than the contracted 032521-GPC Rev. 10/2020 7 price to offset the Administrative Fee. The Vendor will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Vendor’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter. Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9. AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor must promptly notify Sourcewell in writing. 10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. Audit results will be based upon overcharges and undercharges being combined to determine the net impact. B. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld. C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been fully executed by the parties. 032521-GPC Rev. 10/2020 8 D. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it. E. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22, the terms of Articles 1-22 will govern. F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 11. LIABILITY Vendor must indemnify, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including reasonable attorneys’ fees, arising out of the negligent acts or omissions or intentional misconduct of Vendor or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have arisen from such negligence or intentional misconduct. 12. GOVERNMENT DATA PRACTICES Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Vendor under this Contract. If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request. 13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY 1. Grant of License. During the term of this Contract: a. Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use the Trademark(s) provided to Vendor by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Vendor. b. Vendor grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Vendor’s Trademarks in advertising and promotional materials for the purpose of marketing Vendor’s relationship with Sourcewell. 032521-GPC Rev. 10/2020 9 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to its and their respective distributors, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. a. Sourcewell must not alter Vendor’s Trademarks from the form provided by Vendor and must comply with Vendor’s removal requests as to specific uses of its trademarks or logos. b. Vendor must not alter Sourcewell’s Trademarks from the form provided by Sourcewell and must comply with Sourcewell’s removal requests as to specific uses of its trademarks or logos. c. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s Trademarks only in good faith and in a dignified manner consistent with such party’s use of the Trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. d. The licenses granted under this Section 13 are subject to the respective intellectual property usage guidelines and terms and conditions of each party. 4. Vendor agrees to provide an indemnity for intellectual property claims based on intellectual property rights owned by Vendor, but cannot provide a direct copyright, trademark, or patent indemnity for the Products or Equipment supplied pursuant to the Contract, as Vendor does not manufacture the Products or Equipment. Vendor agrees to use commercially reasonable efforts to assist the Member in processing any infringement claim against the applicable manufacturer. 5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Vendor individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract. 032521-GPC Rev. 10/2020 10 D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment, Products, or Services. 14. GOVERNING LAW, JURISDICTION, AND VENUE Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota. 15. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 16. SEVERABILITY If any provision of this Contract is found to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration or finding and must be fully performed. 17. PERFORMANCE, DEFAULT, AND REMEDIES A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Vendor will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have 30 calendar days to cure an outstanding issue. 3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Vendor must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Vendor fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed will be borne by the Vendor. 032521-GPC Rev. 10/2020 11 B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract. Written notice of default and a reasonable opportunity to cure must be issued by the party claiming default. Time allowed for cure will not diminish or eliminate any liability for direct damages. If the default remains after the opportunity for cure, the non-defaulting party may: x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 18. INSURANCE A. REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Vendor will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate 032521-GPC Rev. 10/2020 12 3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit 4. Umbrella Insurance. During the term of this Contract, Vendor will maintain umbrella coverage over Workers’ Compensation, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 5. Network Security and Privacy Liability Insurance. During the term of this Contract, Vendor will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Vendor’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service. Minimum limits: $2,000,000 per occurrence $2,000,000 annual aggregate Failure of Vendor to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Vendor must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Contract Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract. C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Vendor agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Vendor’s commercial 032521-GPC Rev. 10/2020 13 general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Vendor, and products and completed operations of Vendor but only to the extent of Vendor’s indemnity obligations under the Contract. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds but only to the extent of Vendor’s indemnity obligations under the Contract. D. WAIVER OF SUBROGATION. Vendor waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Vendor or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Vendor or its subcontractors. Where permitted by law, Vendor must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention. 19. COMPLIANCE A. LAWS AND REGULATIONS. Vendor will comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Vendor must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Vendor conducts with Sourcewell and Participating Entities. 20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing. Vendor certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject 032521-GPC Rev. 10/2020 14 matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may also require additional requirements based on specific funding specifications provided that any such additional requirements must be accepted in writing by Vendor for any such requirements to be binding on Vendor. Within this Article, all references to “federal” should be interpreted to mean the United States federal government. The following list only applies in the event that (i)a Participating Entity will access Vendor’s Equipment, Products, or Services with United States federal funds, and (ii) Vendor has provided its prior written consent. A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that 032521-GPC Rev. 10/2020 15 each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Vendor must be in compliance with all applicable Davis-Bacon Act provisions. C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Vendor certifies that during the term of this Contract will comply with applicable requirements as referenced above. 032521-GPC Rev. 10/2020 16 F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Vendors must file any required certifications. Vendors must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Vendors must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Vendors must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Vendor must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Vendor further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Vendor must endeavor to comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Vendor must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Vendor agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Vendor that are directly pertinent to Vendor’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right 032521-GPC Rev. 10/2020 17 also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. 22. CANCELLATION Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Vendor’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. 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7LUHVௐ2(0ௐYHKLFOHௐSDUWVௐDQGௐJDUDJHௐ DQGௐIOHHWௐPDLQWHQDQFHௐHTXLSPHQWௐ WRROVௐDQGௐVXSSOLHVௐDVௐGHVFULEHGௐLQௐ 5)3ௐ6HFWLRQௐ,,ௐ%ௐௐE <HV 1R 1$3$ௐVHOOVௐVHYHUDOௐGLIIHUHQWௐNLQGVௐRIௐSURGXFWVௐLQௐWKLVௐFDWHJRU\ௐDWௐ DOOௐௐ1$3$ௐ$XWRௐ3DUWVௐ6WRUHௐ1DWLRQZLGH Bid Number: RFP 032521 Vendor Name: Genuine Parts Company dba NAPA auto Parts Bid Number: RFP 032521 Vendor Name: Genuine Parts Company dba NAPA auto Parts Table 15: Industry Specific Questions Line Item Question Response * 86 If you are awarded a contract, provide a few examples of internal metrics that will be tracked to measure whether you are having success with the contract. Below are several examples of internal metrics that we will track to optimize our contract growth strategies, if awarded: Overall Contract Member Purchases - our contract reporting system will track overall Sourcewell contract member purchases by agency to ensure contract compliance, contract adoption and overall Sourcewell member satisfaction. Market Coverage - we can identify where we have an active Sourcewell contract presence across our US and Canada markets and pinpoint opportunities for new market growth over the course of the contract. Sourcewell Account Registrations - new Sourcewell member contracts are identified in our reporting system so we can promote growth of the total number of participating entities utilizing the NAPA contract and partnership. Contract Segmentation - we will break out Sourcewell member purchases into industry verticals to identify opportunities to grow in segments where we may be stagnant and develop specific marketing materials to drive new contracts in underutilized categories. * 87 Describe any electronic service programming subscriptions and service information provided within your proposal along with any associated costs. NAPA does not provide any electronic service programming subscriptions under the scope of this proposal. * 88 Describe your ability to provide customized reports of historical purchases and participating entities accounts payable management. Through our Vistex and Qlik reporting software and our dedicated finance, accounting and reporting teams at NAPA headquarters and locally in our operations, NAPA provides customized reporting for hundreds of government and private sector customers on a quarterly basis or as needed by the Sourcewell member, generally within 30 to 45 days after a quarter has ended. Reporting is customizable for each member, so NAPA remains flexible in the format and timing of reporting to meet each customer's needs on a case-by-case basis; the reporting described above is the standard base level that NAPA provides. On an ad-hoc basis, NAPA can provide a specific Sourcewell member with SKU- level data over a specific timeframe and our team is also available to provide an in- depth spending analysis comparing them to other government agencies of similar size and makeup. * 89 Describe any online parts catalog and ordering capabilities that can be provided or are included. If applicable, identify any additional costs associated with this service. Our NAPA parts catalog, consisting of more than 465,000 SKUs, is all available online to Sourcewell members. The following are a few of the most common digital methods used to order from us: • NAPA Prolink: NAPA Prolink is another exclusive online ordering and messaging system for customer shops to order NAPA branded parts from our stores or distribution centers. It gives the customer direct digital access to our catalog of more than 500,000 SKUs, all available on this contract. • Enterprise E-Procurement/Punchout: NAPA has the capability to provide digital cataloging through punchouts and EDI interfaces placed directly within a customer's enterprise procurement system. On our e-commerce website, www.NAPAIBIZ.com, we show companies that use large eProcurement programs how to register with NAPA to access our NAPA catalog. Platforms supported include Ariba, SAP, Oracle, Epicor, Ketera, Jaggaer, Proactis/Perfect Commerce, Coupa and more. We also offer digital warehousing solutions with JD Edwards and Manhattan products. There is no fee associated with the use of NAPA's online cataloging or NAPA Prolink. Enterprise software integrations, if required by the customer, could have nominal costs that are negotiated on a case-by-case basis before implementing any solutions. * 90 Identify the vehicle makes for which your offered parts are used. NAPA provides replacement parts for all light- and heavy-duty makes and models across the US and Canada. * 91 Identify the vehicle engine types for which your products are manufactured (e.g., gasoline, diesel, CNG, propane, hybrid, electric, etc.) NAPA provides replacement parts for all engine types across the US and Canada. * Bid Number: RFP 032521 Vendor Name: Genuine Parts Company dba NAPA auto Parts Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text. Documents Ensure your submission document(s) conforms to the following: 1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided. 2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell. 3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell. 4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Financial Strength and Stability - Question #9 - Genuine Parts Company 2019 Annual Report.pdf - Wednesday March 24, 2021 12:26:37 Marketing Plan/Samples - Question #32 - Marketing Materials.pdf - Wednesday March 24, 2021 12:27:31 WMBE/MBE/SBE or Related Certificates - Question #39 - Corporate Sustainability Plan.pdf - Wednesday March 24, 2021 12:29:32 Warranty Information (optional) Pricing - Pricing - US 9074 & Canada.pdf - Wednesday March 24, 2021 12:29:47 Upload Additional Document - Question #36 - Autotech Training Brochures.pdf - Wednesday March 24, 2021 12:30:11 3URSRVHU V$IILGDYLW 352326(5$)),'$9,7$1'$6685$1&(2)&203/,$1&( ,FHUWLI\WKDW,DPWKHDXWKRUL]HGUHSUHVHQWDWLYHRIWKH3URSRVHUVXEPLWWLQJWKHIRUHJRLQJ3URSRVDOZLWKWKHOHJDODXWKRULW\WRELQGWKH 3URSRVHUWRWKLV$IILGDYLWDQG$VVXUDQFHRI&RPSOLDQFH 7KH3URSRVHULVVXEPLWWLQJWKLV3URSRVDOXQGHULWVIXOODQGFRPSOHWHOHJDOQDPHDQGWKH3URSRVHUOHJDOO\H[LVWVLQJRRGVWDQGLQJLQ WKHMXULVGLFWLRQRILWVUHVLGHQFH 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id Number: RFP 032521 Vendor Name: Genuine Parts Company dba NAPA auto Parts DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -1- FORMAL COOPERATIVE PURCHASE AGREEMENT THIS AGREEMENT (Agreement) is made and entered into effective ____________________________ by and between CITY OF FRESNO, a California municipal corporation (City), and Jasper Holdings Inc., an Indiana Corporation (Vendor). 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.The Charter for the City allows for cooperative purchase agreements for materials, supplies, equipment, and public work of improvement. The City is allowed to piggyback an existing government agency’s agreement, under Fresno City Charter 1208. The parties agree the Vendor was the lowest responsive and responsible bidder for Invitation for Bid (IFB) issued by Sourcewell (Original Government Contract).The IFB is attached hereto as Exhibit A and is incorporated herein by reference. The Parties agree that the Vendor has entered a Cooperative Purchase Contract with Jasper Holdings Inc. (Original Government Contract). 2. Vendor’s Obligation.Vendor shall provide those services and carry out that work described in the Original Government Contract, which is attached hereto as Exhibit B and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. 3.City’s Obligation. City shall make to the Vendor those payments described in Exhibits A and B,subject to all the terms and condition contained or incorporated herein. 4.Notwithstanding the requirements that the Original Government Contract is fully binding on the Parties, the parties have agreed to modify certain non-material provisions of the Original Government Contract as applied to this Agreement between the Vendor and the City, as follows: a)City’s Insurance and Indemnity provisions attached as Exhibit C. b)Address change for the City: Notwithstanding the address and contract information for the government entity as set out in Exhibit B, the Vendor agrees that notices and invoices will be sent to: City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca 93706 Phone: (559) 621-1186 FAX: (559) 485-2167 c)Notwithstanding anything in Exhibits, A and B to the contrary, this Agreement shall be governed by, and construed and enforced in accordance with, the DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -2- 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 dut8ies hereunder shall be Fresno County, California. d) All other provisions in the Original Government Contract are fully binding on the parties and will represent the agreement between the City and the Vendor. [Signatures follow on the next page.] DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -3- 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: Melissa Perales Purchasing Manager General Services Department No signature of City Attorney required. Standard Document #GSD-S Formal Cooperative Purchase Agreement (06-2023) has been used without modification, as certified by the undersigned. By: Tamra Torrence Senior Procurement Specialist ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy Addresses: CITY City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca. 93706 Phone: (559) 621-1186 E-mail: Duane.Myers@fresno.gov JASPER HOLDINGS INC., an Indiana 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) Vendor: Jasper Holdings Inc. Attention: Ashley Brush 815 Wernsing Road Jasper, IN 47546 Phone: (800) 827-7455 E-mail: ashley.brush@jasperengines.com Attachments: Exhibit A - Invitation For Bids Exhibit B - Original Government Contract Exhibit C - City’s Insurance and Indemnity 032521-JAS Rev. 10/2020 1 Solicitation Number: RFP #032521 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Jasper Holdings Inc., 815 Wernsing Road, Jasper, IN 47546 (Vendor). Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Sourcewell issued a public solicitation for Aftermarket Vehicle Parts and Supplies from which Vendor was awarded a contract. Vendor desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires May 19, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor. C. SURVIVAL OF TERMS. Articles 11 through 14 survive the expiration or cancellation of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. Vendor’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. 032521-JAS Rev. 10/2020 2 All Equipment and Products provided under this Contract must be new/current model. Vendor may offer close-out or refurbished Equipment or Products if they are clearly indicated in Vendor’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. Vendor warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship. In addition, Vendor warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Vendor’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that is effective past the expiration of the Vendor’s warranty will be passed on to the Participating Entity. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution, Vendor will make available to Sourcewell a means to validate or authenticate Vendor’s authorized dealers, distributors, and/or resellers relative to the Equipment, Products, and Services related to this Contract. This list may be updated from time-to-time and is incorporated into this Contract by reference. It is the Vendor’s responsibility to ensure Sourcewell receives the most current version of this list. 3. PRICING All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Vendor must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable 032521-JAS Rev. 10/2020 3 time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. Vendor must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Vendor as soon as possible and the Vendor will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Vendor may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Contract Administrator. This form is available from the assigned Sourcewell Contract Administrator. At a minimum, the request must: x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing 032521-JAS Rev. 10/2020 4 restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and be incorporated by reference. 5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Vendor understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B. PUBLIC FACILITIES. Vendor’s employees may be required to perform work at government- owned facilities, including schools. Vendor’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6. PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically, a Participating Entity will issue an order directly to Vendor. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration of this Contract; however, Vendor performance, Participating Entity payment, and any applicable warranty periods or other Vendor or Participating Entity obligations may extend beyond the term of this Contract. 032521-JAS Rev. 10/2020 5 Vendor’s acceptable forms of payment are included in Attachment A. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Vendor, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Participating Entity and the Vendor may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Vendor in the event of any of the following events: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the goods to be purchased; 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements; or 3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Participating Entity. E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: x Maintenance and management of this Contract; x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. 032521-JAS Rev. 10/2020 6 B. BUSINESS REVIEWS. Vendor must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, supply issues, customer issues, and any other necessary information. 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made). The Report must contain the following fields: x Customer Name (e.g., City of Staples Highway Department); x Customer Physical Street Address; x Customer City; x Customer State/Province; x Customer Zip Code; x Customer Contact Name; x Customer Contact Email Address; x Customer Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Vendor. B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Vendor may not charge Participating Entities more than the contracted price to offset the Administrative Fee. The Vendor will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Vendor’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter. 032521-JAS Rev. 10/2020 7 Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9. AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor must promptly notify Sourcewell in writing. 10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. B. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld. C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been fully executed by the parties. D. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it. E. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22, the terms of Articles 1-22 will govern. F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their 032521-JAS Rev. 10/2020 8 respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 11. LIABILITY Vendor must indemnify, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees, arising out of the performance of this Contract by the Vendor or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. 12. GOVERNMENT DATA PRACTICES Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Vendor under this Contract. If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request. 13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY 1. Grant of License. During the term of this Contract: a. Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use theTrademark(s) provided to Vendor by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Vendor. b. Vendor grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Vendor’s Trademarks in advertising and promotional materials for the purpose of marketing Vendor’s relationship with Sourcewell. 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to its and their respective distributors, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. 032521-JAS Rev. 10/2020 9 a. Sourcewell must not alter Vendor’s Trademarks from the form provided by Vendor and must comply with Vendor’s removal requests as to specific uses of its trademarks or logos. b. Vendor must not alter Sourcewell’s Trademarks from the form provided by Sourcewell and must comply with Sourcewell’s removal requests as to specific uses of its trademarks or logos. c. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s Trademarks only in good faith and in a dignified manner consistent with such party’s use of the Trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. 4. As applicable, Vendor agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Vendor in violation of applicable patent or copyright laws. 5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Vendor individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract. D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment, Products, or Services. 14. GOVERNING LAW, JURISDICTION, AND VENUE Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota. 032521-JAS Rev. 10/2020 10 15. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 16. SEVERABILITY If any provision of this Contract is found to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration or finding and must be fully performed. 17. PERFORMANCE, DEFAULT, AND REMEDIES A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Vendor will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have 30 calendar days to cure an outstanding issue. 3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Vendor must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Vendor fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed will be borne by the Vendor. B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract. Written notice of default and a reasonable opportunity to cure must be issued by the party claiming default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may: 032521-JAS Rev. 10/2020 11 x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 18. INSURANCE A. REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Vendor will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate 3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit 032521-JAS Rev. 10/2020 12 4. Umbrella Insurance. During the term of this Contract, Vendor will maintain umbrella coverage over Workers’ Compensation, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 5. Network Security and Privacy Liability Insurance. During the term of this Contract, Vendor will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Vendor’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service. Minimum limits: $2,000,000 per occurrence $2,000,000 annual aggregate Failure of Vendor to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Vendor must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Contract Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract. C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Vendor agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Vendor’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Vendor, and products and completed operations of Vendor. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. D. WAIVER OF SUBROGATION. Vendor waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other 032521-JAS Rev. 10/2020 13 insurance applicable to the Vendor or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Vendor or its subcontractors. Where permitted by law, Vendor must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention. 19. COMPLIANCE A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Vendor must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Vendor conducts with Sourcewell and Participating Entities. 20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing. Vendor certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may also require additional requirements based on specific funding specifications. Within this Article, all 032521-JAS Rev. 10/2020 14 references to “federal” should be interpreted to mean the United States federal government. The following list only applies when a Participating Entity accesses Vendor’s Equipment, Products, or Services with United States federal funds. A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Vendor must be in compliance with all applicable Davis-Bacon Act provisions. C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of 032521-JAS Rev. 10/2020 15 not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Vendor certifies that during the term of this Contract will comply with applicable requirements as referenced above. F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Vendors must file any required certifications. Vendors must not have used federal appropriated funds to pay any 032521-JAS Rev. 10/2020 16 person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Vendors must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Vendors must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Vendor must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Vendor further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Vendor must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Vendor must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Vendor agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Vendor that are directly pertinent to Vendor’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. 032521-JAS Rev. 10/2020 17 22. CANCELLATION Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Vendor’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. Sourcewell Jasper Holdings Inc. By: __________________________ By: __________________________ Jeremy Schwartz Joe McDonald Title: Chief Procurement Officer Title: Vice President of Sales Date: ________________________ Date: ________________________ Approved: By: __________________________ Chad Coauette Title: Executive Director/CEO Date: ________________________ 5)3$IWHUPDUNHW9HKLFOH3DUWVDQG6XSSOLHV 9HQGRU'HWDLOV &RPSDQ\1DPH -DVSHU(QJLQH([FKDQJH 'RHV\RXUFRPSDQ\FRQGXFW EXVLQHVVXQGHUDQ\RWKHUQDPH",I \HVSOHDVHVWDWH -DVSHU(QJLQHV 7UDQVPLVVLRQV $GGUHVV :HUQVLQJ5RDG 32%R[ -DVSHU,QGLDQD &RQWDFW $VKOH\%UXVK (PDLO ELGV#MDVSHUHQJLQHVFRP 3KRQH +67 6XEPLVVLRQ'HWDLOV &UHDWHG2Q 7KXUVGD\)HEUXDU\ 6XEPLWWHG2Q 7KXUVGD\0DUFK 6XEPLWWHG%\ $VKOH\%UXVK (PDLO ELGV#MDVSHUHQJLQHVFRP 7UDQVDFWLRQ GIHD IDDDFDG HHH 6XEPLWWHU V,3$GGUHVV Bid Number: RFP 032521 Vendor Name: Jasper Engine Exchange 6SHFLILFDWLRQV 7DEOH 3URSRVHU,GHQWLW\ $XWKRUL]HG5HSUHVHQWDWLYHV *HQHUDO,QVWUXFWLRQV DSSOLHVWRDOO7DEOHV 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GDWDXQWLOWKHHYDOXDWLRQLVFRPSOHWHDQGD&RQWUDFWLVDZDUGHG$WWKDWSRLQWSURSRVDOVEHFRPHSXEOLFGDWD0LQQHVRWD6WDWXWHV 6HFWLRQSHUPLWVRQO\FHUWDLQQDUURZO\GHILQHGGDWDWREHFRQVLGHUHGDWUDGHVHFUHWDQGWKXVQRQSXEOLFGDWDXQGHU 0LQQHVRWD V'DWD3UDFWLFHV$FW 3URSRVHULWVHPSOR\HHVDJHQWVDQGVXEFRQWUDFWRUVDUHQRW ,QFOXGHGRQWKH³6SHFLDOO\'HVLJQDWHG1DWLRQDOVDQG%ORFNHG3HUVRQV´OLVWPDLQWDLQHGE\WKH2IILFHRI)RUHLJQ$VVHWV&RQWURO RIWKH8QLWHG6WDWHV'HSDUWPHQWRIWKH7UHDVXU\IRXQGDW KWWSV ZZZWUHDVXU\JRYRIDFGRZQORDGVVGQOLVWSGI ,QFOXGHGRQWKHJRYHUQPHQWZLGHH[FOXVLRQVOLVWVLQWKH8QLWHG6WDWHV6\VWHPIRU$ZDUG0DQDJHPHQWIRXQGDW KWWSV VDPJRY6$0 RU Bid Number: RFP 032521 Vendor Name: Jasper Engine Exchange 3UHVHQWO\GHEDUUHGVXVSHQGHGSURSRVHGIRUGHEDUPHQWGHFODUHGLQHOLJLEOHRUYROXQWDULO\H[FOXGHGIURPSURJUDPVRSHUDWHG E\WKH6WDWHRI0LQQHVRWD WKH8QLWHG6WDWHVIHGHUDOJRYHUQPHQWRUWKH&DQDGLDQJRYHUQPHQWDVDSSOLFDEOH RUDQ\ 3DUWLFLSDWLQJ(QWLW\9HQGRUFHUWLILHVDQGZDUUDQWVWKDWQHLWKHULWQRULWVSULQFLSDOVKDYHEHHQFRQYLFWHGRIDFULPLQDORIIHQVH UHODWHGWRWKHVXEMHFWPDWWHURIWKLVVROLFLWDWLRQ %\FKHFNLQJWKLVER[,DFNQRZOHGJHWKDW,DPERXQGE\WKHWHUPVRIWKH3URSRVHU¶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id Number: RFP 032521 Vendor Name: Jasper Engine Exchange DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -1- FORMAL COOPERATIVE PURCHASE AGREEMENT THIS AGREEMENT (Agreement) is made and entered into effective ____________________________ by and between CITY OF FRESNO, a California municipal corporation (City), and O'Reilly Auto Enterprises LLC dba O'Reilly Auto Parts, a Delaware Limited Liability Company (Vendor). 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.The Charter for the City allows for cooperative purchase agreements for materials, supplies, equipment, and public work of improvement. The City is allowed to piggyback an existing government agency’s agreement, under Fresno City Charter 1208. The parties agree the Vendor was the lowest responsive and responsible bidder for Invitation for Bid (IFB) issued by Sourcewell (Original Government Contract).The IFB is attached hereto as Exhibit A and is incorporated herein by reference. The Parties agree that the Vendor has entered a Cooperative Purchase Contract with O'Reilly Auto Enterprises LLC dba O'Reilly Auto Parts (Original Government Contract). 2. Vendor’s Obligation. Vendor shall provide those services and carry out that work described in the Original Government Contract, which is attached hereto as Exhibit B and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. 3.City’s Obligation. City shall make to the Vendor those payments described in Exhibits A and B,subject to all the terms and condition contained or incorporated herein. 4.Notwithstanding the requirements that the Original Government Contract is fully binding on the Parties, the parties have agreed to modify certain non-material provisions of the Original Government Contract as applied to this Agreement between the Vendor and the City, as follows: a)City’s Insurance and Indemnity provisions attached as Exhibit C. b)Address change for the City: Notwithstanding the address and contract information for the government entity as set out in Exhibit B, the Vendor agrees that notices and invoices will be sent to: City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca 93706 Phone: (559) 621-1186 FAX: (559) 485-2167 DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -2- c) Notwithstanding anything in Exhibits, A and B to the contrary, 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 dut8ies hereunder shall be Fresno County, California. d) All other provisions in the Original Government Contract are fully binding on the parties and will represent the agreement between the City and the Vendor. [Signatures follow on the next page.] DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -3- 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: Melissa Perales Purchasing Manager General Services Department No signature of City Attorney required. Standard Document #GSD-S Formal Cooperative Purchase Agreement (06-2023) has been used without modification, as certified by the undersigned. By: Tamra Torrence Senior Procurement Specialist ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy Addresses: CITY City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca. 93706 Phone: (559) 621-1186 E-mail: Duane.Myers@fresno.gov O'REILLY AUTO ENTERPRISES LLC dba O'REILLY AUTO PARTS, a Delaware 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) Vendor: O'Reilly Auto Parts Attention: [Name] 233 South Patterson Ave. Springfield, MO 65802 Phone: (XXX) XXX-XXXX E-mail: [E-mail Address] Attachments: Exhibit A - Invitation For Bids Exhibit B - Original Government Contract Exhibit C - City’s Insurance and Indemnity 032521-ORA Rev. 10/2020 1 Solicitation Number: RFP #032521 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and O’Reilly Auto Enterprises LLC dba O’Reilly Auto Parts, 233 South Patterson Ave., Springfield, MO 65802 (Vendor). Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Sourcewell issued a public solicitation for Aftermarket Vehicle Parts and Supplies from which Vendor was awarded a contract. Vendor desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires May 19, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor. C. SURVIVAL OF TERMS. Articles 11 through 14 survive the expiration or cancellation of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. Vendor’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. 032521-ORA Rev. 10/2020 2 All Equipment and Products provided under this Contract must be new/current model. Vendor may offer close-out or refurbished Equipment or Products if they are clearly indicated in Vendor’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. Vendor warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and Vendor will pass through all available manufacturer warranties to the Participating Entity. Vendor agrees to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Intentionally omitted. 3. PRICING All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Vendor must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. Vendor must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Vendor as soon 032521-ORA Rev. 10/2020 3 as possible and the Vendor will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Vendor may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Contract Administrator. This form is available from the assigned Sourcewell Contract Administrator. At a minimum, the request must: x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of discount documentation in Microsoft Excel with the effective date of the modifieddiscounts, or product addition or deletion. The new discount restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and be incorporated by reference. 032521-ORA Rev. 10/2020 4 5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Vendor understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B. PUBLIC FACILITIES. Vendor’s employees may be required to perform work at government- owned facilities, including schools. Vendor’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6. PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically, a Participating Entity will issue an order directly to Vendor. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration of this Contract; however, Vendor performance, Participating Entity payment, and any applicable warranty periods or other Vendor or Participating Entity obligations may extend beyond the term of this Contract. Vendor’s acceptable forms of payment are included in Attachment A. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Vendor, such as job or industry-specific 032521-ORA Rev. 10/2020 5 requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Participating Entity and the Vendor may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Vendor in the event of any of the following events: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the goods to be purchased; 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements; or 3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Participating Entity. E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: x Maintenance and management of this Contract; x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. B. BUSINESS REVIEWS. Vendor must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, supply issues, customer issues, and any other necessary information. 032521-ORA Rev. 10/2020 6 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made). The Report must contain the following fields: x Customer Name (e.g., City of Staples Highway Department); x Customer Physical Street Address; x Customer City; x Customer State/Province; x Customer Zip Code; x Customer Contact Name; x Customer Contact Email Address; x Customer Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Vendor. B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Vendor may not charge Participating Entities more than the contracted price to offset the Administrative Fee. The Vendor will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Vendor’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter. Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in 032521-ORA Rev. 10/2020 7 any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9. AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor must promptly notify Sourcewell in writing. 10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. B. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld. C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been fully executed by the parties. D. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it. E. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22, the terms of Articles 1-22 will govern. F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 032521-ORA Rev. 10/2020 8 11. LIABILITY Vendor must indemnify, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees, and including injury or death to person(s) or property, alleged to have been caused by or arising out of the (i) negligence, gross negligence, or willful misconduct of Vendor or its agents or employees in the performance of Vendor’s duties and obligations under this Contract (ii) infringement of a third party’s intellectual property rights by Vendor, or (iii) any violation of applicable law by Vendor. 12. GOVERNMENT DATA PRACTICES Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Vendor under this Contract. If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request. 13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY 1. Grant of License. During the term of this Contract: a. Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use theTrademark(s) provided to Vendor by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Vendor. b. Vendor grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Vendor’s Trademarks in advertising and promotional materials for the purpose of marketing Vendor’s relationship with Sourcewell. 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to its and their respective distributors, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. a. Sourcewell must not alter Vendor’s Trademarks from the form provided by Vendor and must comply with Vendor’s removal requests as to specific uses of its trademarks or logos. 032521-ORA Rev. 10/2020 9 b. Vendor must not alter Sourcewell’s Trademarks from the form provided by Sourcewell and must comply with Sourcewell’s removal requests as to specific uses of its trademarks or logos. c. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s Trademarks only in good faith and in a dignified manner consistent with such party’s use of the Trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. 4. Intentionally Omitted. 5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Vendor individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract. D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment, Products, or Services. 14. GOVERNING LAW, JURISDICTION, AND VENUE Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota. 15. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 032521-ORA Rev. 10/2020 10 16. SEVERABILITY If any provision of this Contract is found to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration or finding and must be fully performed. 17. PERFORMANCE, DEFAULT, AND REMEDIES A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Vendor will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have 30 calendar days to cure an outstanding issue. 3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Vendor must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Vendor fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed will be borne by the Vendor. B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract. Written notice of default and a reasonable opportunity to cure must be issued by the party claiming default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may: x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 032521-ORA Rev. 10/2020 11 18. INSURANCE A. REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Vendor will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate 3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit 4. Umbrella Insurance. During the term of this Contract, Vendor will maintain umbrella coverage over Workers’ Compensation, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 032521-ORA Rev. 10/2020 12 5. Network Security and Privacy Liability Insurance. During the term of this Contract, Vendor will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Vendor’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service. Minimum limits: $2,000,000 per occurrence $2,000,000 annual aggregate Failure of Vendor to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Vendor must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Contract Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract. C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Vendor agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Vendor’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Vendor, and products and completed operations of Vendor. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. D. WAIVER OF SUBROGATION. Vendor waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Vendor or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Vendor or its subcontractors. Where permitted by law, Vendor must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. 032521-ORA Rev. 10/2020 13 E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention. 19. COMPLIANCE A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Vendor must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Vendor conducts with Sourcewell and Participating Entities. 20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing. Vendor certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may also require additional requirements based on specific funding specifications. Within this Article, all references to “federal” should be interpreted to mean the United States federal government. The following list only applies when a Participating Entity accesses Vendor’s Equipment, Products, or Services with United States federal funds. 032521-ORA Rev. 10/2020 14 A. EQUAL EMPLOYMENT OPPORTUNITY. Vendor represents and warrants that it is an equal opportunity employer. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Vendor must be in compliance with all applicable Davis-Bacon Act provisions. C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. 032521-ORA Rev. 10/2020 15 D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Vendor certifies that during the term of this Contract will comply with applicable requirements as referenced above. F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Vendors must file any required certifications. Vendors must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Vendors must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Vendors must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352). 032521-ORA Rev. 10/2020 16 H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Vendor must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Vendor further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Vendor must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Vendor must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Vendor agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Vendor that are directly pertinent to Vendor’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. 22. CANCELLATION Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Vendor’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. 032521-ORA Rev. 10/2020 17 Sourcewell O’Reilly Auto Enterprises LLC dba O’Reilly Auto Parts By: __________________________ By: __________________________ Jeremy Schwartz Chuck Rogers Title: Chief Procurement Officer Title: VP of Professional Sales Date: ________________________ Date: ________________________ Approved: By: __________________________ Chad Coauette Title: Executive Director/CEO Date: ________________________ 5)3$IWHUPDUNHW9HKLFOH3DUWVDQG6XSSOLHV 9HQGRU'HWDLOV &RPSDQ\1DPH 2 5HLOO\$XWR(QWHUSULVHV//& 'RHV\RXUFRPSDQ\FRQGXFW EXVLQHVVXQGHUDQ\RWKHUQDPH",I \HVSOHDVHVWDWH 2 5HLOO\$XWR3DUWV $GGUHVV 63DWWHUVRQ 6SULQJILHOG02 &RQWDFW 5REHUW)XOS (PDLO FRRSV#RUHLOO\DXWRFRP 3KRQH +67 6XEPLVVLRQ'HWDLOV &UHDWHG2Q 0RQGD\)HEUXDU\ 6XEPLWWHG2Q 7KXUVGD\0DUFK 6XEPLWWHG%\ 5REHUW)XOS (PDLO FRRSV#RUHLOO\DXWRFRP 7UDQVDFWLRQ DFHEEIHGGEI 6XEPLWWHU 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ௐ3URIHVVLRQDOௐSDLQWௐVKRSௐPL[LQJௐDQGௐUHODWHGௐPDWHULDOV ௐ0DFKLQHௐVKRSV :LWKLQௐWKLVௐ5)3ௐFDWHJRU\ௐWKHUHௐPD\ௐEHௐ VXEFDWHJRULHVௐRIௐVROXWLRQVௐ/LVWௐVXEFDWHJRU\ௐ WLWOHVௐWKDWௐEHVWௐGHVFULEHௐ\RXUௐSURGXFWVௐDQGௐ VHUYLFHV 3OHDVHௐDWWDFKPHQWௐ 2 5HLOO\ௐ3URSRVHGௐ3ULFLQJௐ'LVFRXQWV ௐIRUௐDௐOLVWLQJௐRIௐRXUௐSURGXFWௐ VXEFDWHJRU\ௐRIIHULQJV Bid Number: RFP 032521 Vendor Name: O'Reilly Auto Enterprises LLC 7DEOH% 'HSWKDQG%UHDGWKRI2IIHUHG(TXLSPHQW3URGXFWVDQG6HUYLFHV ,QGLFDWHEHORZLIWKHOLVWHGW\SHVRUFODVVHVRIHTXLSPHQWSURGXFWVDQGVHUYLFHVDUHRIIHUHGZLWKLQ\RXUSURSRVDO3URYLGHDGGLWLRQDO FRPPHQWVLQWKHWH[WER[SURYLGHGDVQHFHVVDU\ /LQH ,WHP &DWHJRU\RU7\SH 2IIHUHG &RPPHQWV $LUௐFRQGLWLRQLQJௐKHDWLQJௐFRROLQJௐDQGௐ FOLPDWHௐFRQWURO <HV 1R $OWHUQDWRUVௐVWDUWHUVௐEDWWHULHVௐ HOHFWULFDOௐDQGௐLJQLWLRQௐV\VWHPV <HV 1R %HDULQJVௐௐEDOOௐDQGௐUROOHU <HV 1R %HOWVௐKRVHVௐJDVNHWVௐDQGௐVHDOV <HV 1R %UDNHV <HV 1R %XPSHUVௐERG\ௐFDEௐDQGௐFKDVVLVௐ SDUWV <HV 1R (PLVVLRQௐDQGௐH[KDXVW <HV 1R (QJLQHௐDQGௐGULYHௐWUDLQ <HV 1R )LOWHUVௐௐRLOௐIXHOௐDLUௐDQGௐWUDQVPLVVLRQ <HV 1R 2LOVௐDQGௐOXEULFDQWVௐௐUHJXODUௐDQGௐ V\QWKHWLF <HV 1R 3XPSVௐௐIXHOௐDQGௐZDWHU <HV 1R 6DIHW\ௐDQGௐVHFXULW\ௐV\VWHPV <HV 1R ,QWHULRUௐDQGௐH[WHULRUௐSDUWVௐDQGௐ DFFHVVRULHV <HV 1R /DPSVௐOLJKWLQJௐPLUURUVௐDQGௐZLULQJ <HV 1R 3XPSVௐௐIXHOௐDQGௐZDWHU <HV 1R 6XVSHQVLRQௐVKRFNVௐVWUXWVௐDQGௐ VWHHULQJ <HV 1R :LSHUVௐDQGௐZDVKHUV <HV 1R +HDWLQJௐDQGௐFRROLQJௐ HQJLQH <HV 1R 9HKLFOHௐSDLQWௐDQGௐSULPHU <HV 1R 7LUHVௐ2(0ௐYHKLFOHௐSDUWVௐDQGௐJDUDJHௐ DQGௐIOHHWௐPDLQWHQDQFHௐHTXLSPHQWௐ WRROVௐDQGௐVXSSOLHVௐDVௐGHVFULEHGௐLQௐ 5)3ௐ6HFWLRQௐ,,ௐ%ௐௐE <HV 1R :HௐGRௐQRWௐRIIHUௐWLUHVௐDQGௐRXUௐ2(0ௐSDUWௐRIIHULQJௐLVௐOLPLWHG Bid Number: RFP 032521 Vendor Name: O'Reilly Auto Enterprises LLC Bid Number: RFP 032521 Vendor Name: O'Reilly Auto Enterprises LLC Table 15: Industry Specific Questions Line Item Question Response * 86 If you are awarded a contract, provide a few examples of internal metrics that will be tracked to measure whether you are having success with the contract. We will measure the success of this contract based on how many new entities we can sign up on this program and how existing entities on the Sourcewell program perform year over year. Since we already have a contract in place with Sourcewell, we are able to measure this based on historical data. * 87 Describe any electronic service programming subscriptions and service information provided within your proposal along with any associated costs. We will not be offering electronic service programming subscriptions with this proposal. * 88 Describe your ability to provide customized reports of historical purchases and participating entities accounts payable management. O'Reilly is willing to work with Sourcewell and its participating entities to provide customized reports per request. * 89 Describe any online parts catalog and ordering capabilities that can be provided or are included. If applicable, identify any additional costs associated with this service. O'Reilly offers our online parts catalog and ordering system via First Call Online at no additional cost. Please see attachment 'O'Reilly Auto Parts First Call Online' for more information. * 90 Identify the vehicle makes for which your offered parts are used. We are able to provide parts for nearly all vehicle makes. In the event that we do not have a part for a specific vehicle, we will work with our manufacturers to add the requested part to our inventory, when possible. * 91 Identify the vehicle engine types for which your products are manufactured (e.g., gasoline, diesel, CNG, propane, hybrid, electric, etc.) We offer products for all vehicle engine types. * Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text. 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VXEVWDQWLDOO\RULQWKHLUHQWLUHW\8QGHU0LQQHVRWD6WDWXWHV6HFWLRQ VXEGLYLVLRQDOOSURSRVDOVDUHFRQVLGHUHGQRQSXEOLF GDWDXQWLOWKHHYDOXDWLRQLVFRPSOHWHDQGD&RQWUDFWLVDZDUGHG$WWKDWSRLQWSURSRVDOVEHFRPHSXEOLFGDWD0LQQHVRWD6WDWXWHV 6HFWLRQSHUPLWVRQO\FHUWDLQQDUURZO\GHILQHGGDWDWREHFRQVLGHUHGDWUDGHVHFUHWDQGWKXVQRQSXEOLFGDWDXQGHU 0LQQHVRWD V'DWD3UDFWLFHV$FW 3URSRVHULWVHPSOR\HHVDJHQWVDQGVXEFRQWUDFWRUVDUHQRW ,QFOXGHGRQWKH³6SHFLDOO\'HVLJQDWHG1DWLRQDOVDQG%ORFNHG3HUVRQV´OLVWPDLQWDLQHGE\WKH2IILFHRI)RUHLJQ$VVHWV&RQWURO RIWKH8QLWHG6WDWHV'HSDUWPHQWRIWKH7UHDVXU\IRXQGDW KWWSV ZZZWUHDVXU\JRYRIDFGRZQORDGVVGQOLVWSGI ,QFOXGHGRQWKHJRYHUQPHQWZLGHH[FOXVLRQVOLVWVLQWKH8QLWHG6WDWHV6\VWHPIRU$ZDUG0DQDJHPHQWIRXQGDW KWWSV VDPJRY6$0 RU Bid Number: RFP 032521 Vendor Name: O'Reilly Auto Enterprises LLC 3UHVHQWO\GHEDUUHGVXVSHQGHGSURSRVHGIRUGHEDUPHQWGHFODUHGLQHOLJLEOHRUYROXQWDULO\H[FOXGHGIURPSURJUDPVRSHUDWHG E\WKH6WDWHRI0LQQHVRWD WKH8QLWHG6WDWHVIHGHUDOJRYHUQPHQWRUWKH&DQDGLDQJRYHUQPHQWDVDSSOLFDEOH RUDQ\ 3DUWLFLSDWLQJ(QWLW\9HQGRUFHUWLILHVDQGZDUUDQWVWKDWQHLWKHULWQRULWVSULQFLSDOVKDYHEHHQFRQYLFWHGRIDFULPLQDORIIHQVH UHODWHGWRWKHVXEMHFWPDWWHURIWKLVVROLFLWDWLRQ %\FKHFNLQJWKLVER[,DFNQRZOHGJHWKDW,DPERXQGE\WKHWHUPVRIWKH3URSRVHU¶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id Number: RFP 032521 Vendor Name: O'Reilly Auto Enterprises LLC Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 1 RFP #032521 REQUEST FOR PROPOSALS for Aftermarket Vehicle Parts and Supplies Proposal Due Date: March 25, 2021, 4:30 p.m., Central Time Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aftermarket Vehicle Parts and Supplies to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov ]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than March 25, 2021, at 4:30 p.m. Central Time, and late proposals will not be considered. Solicitation Schedule Public Notice of RFP Published: February 4, 2021 Pre-proposal Conference: February 25, 2021, 10:00 a.m., Central Time Question Submission Deadline: March 18, 2021, 4:30 p.m., Central Time Proposal Due Date: March 25, 2021, 4:30 p.m., Central Time Late responses will not be considered. Opening: March 25, 2021, 6:30 p.m., Central Time ** ** SEE RFP SUB-SECTION V. G. “OPENING” Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 2 I. ABOUT SOURCEWELL PARTICIPATING ENTITIES A. SOURCEWELL Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that facilitates a competitive public solicitation and contract award process for the benefit of its 50,000+ participating entities across the United States and Canada. Sourcewell’s solicitation process complies with State of Minnesota law and policies, conforms to Canadian trade agreements, and results in cooperative contracting solutions from which Sourcewell’s Participating Entities procure equipment, products, and services. Cooperative contracting provides participating entities and vendors increased administrative efficiencies and the power of combined purchasing volume that result in overall cost savings. At times, Sourcewell also partners with other purchasing cooperatives to combine the purchasing volume of their membership into a single solicitation and contract expanding the reach of contracted vendors’ potential pool of end users. Sourcewell uses a website-based platform, the Sourcewell Procurement Portal, through which all proposals to this RFP must be submitted. B. USE OF RESULTING CONTRACTS In the United States, Sourcewell’s contracts are available for use by: x Federal and state government entities; x Cities, towns, and counties/parishes; x Education service cooperatives; x K-12 and higher education entities; x Tribal government entities; x Some nonprofit entities; and x Other public entities. In Canada, Sourcewell’s contracts are available for use by: x Provincial and territorial government departments, ministries, agencies, boards, councils, committees, commissions, and similar agencies; x Regional, local, district, and other forms of municipal government, municipal organizations, school boards, and publicly-funded academic, health, and social service entities referred to as MASH sector (this should be construed to include but not be limited to the Cities of Calgary, Edmonton, Toronto, Calgary, Ottawa, and Winnipeg), as well as any corporation or entity owned or controlled by one or more of the preceding entities; Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 3 x Crown corporations, government enterprises, and other entities that are owned or controlled by these entities through ownership interest; x Members of the Rural Municipalities of Alberta (RMA) and their represented Associations, Saskatchewan Association of Rural Municipalities (SARM), Saskatchewan Urban Municipalities Association (SUMA), Association of Manitoba Municipalities (AMM), Local Authority Services (LAS), Municipalities Newfoundland and Labrador (MNL), Nova Scotia Federation of Municipalities (NSFM), and Federation of Prince Edward Island Municipalities (FPEIM). For a listing of current United States and Canadian Participating Entities visit Sourcewell’s website (note: there is a tab for each country’s listing): https://www.sourcewell- mn.gov/sourcewell-for-vendors/agency-locator. Access to contracted equipment, products, or services by Participating Entities is typically through a purchase order issued directly to the applicable vendor. A Participating Entity may request additional terms or conditions related to a purchase. Use of Sourcewell contracts is voluntary and Participating Entities retain the right to obtain similar equipment, products, or services from other sources. To meet Participating Entities’ needs, public notice of this RFP has been broadly published, including notification in the United States to each state-level procurement department for possible re-posting. Proof of publication will be available at the conclusion of the solicitation process. II. EQUIPMENT, PRODUCTS, AND SERVICES A. SOLUTIONS-BASED SOLICITATION This RFP and contract award process is a solutions-based solicitation; meaning that Sourcewell is seeking equipment, products, or services that meet the general requirements of the scope of this RFP and that are commonly desired or are required by law or industry standards. B. REQUESTED EQUIPMENT, PRODUCTS, OR SERVICES It is expected that Proposers will offer a wide array of equipment, products, or services at lower prices and with better value than what they would ordinarily offer to a single government entity, a school district, or a regional cooperative. 1. Sourcewell is seeking proposals for Aftermarket Vehicle Parts and Supplies including, but not to be limited to: a. Aftermarket repair, replacement, and maintenance parts, supplies, and services for gasoline, diesel, compressed natural gas (CNG), propane, hybrid, and electric Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 4 automobiles, sport utility vehicles (SUV), light-, medium-, and heavy-duty trucks, buses, and motorcycles; and, b. Proposers may include tires, OEM vehicle parts, and garage and fleet maintenance equipment, tools and supplies related to the offering of the Aftermarket Vehicle Parts and Supplies described in Subsection 1. a. above, to the extent that these solutions are complementary to the offering of the Aftermarket Vehicle Parts and Supplies being proposed. 2. The primary focus of this solicitation is for Aftermarket Vehicle Parts and Supplies. This solicitation should NOT be construed to include: a. Vehicle repair and maintenance services-only solutions b. Vehicle installation services-only solutions 3. This solicitation does not include those equipment, products, or services covered under categories included in contracts currently maintained by Sourcewell: a. Fleet and Facility Related Vendor Managed Inventory and Logistics Management Solutions (RFP #110520) Proposers may include related equipment, accessories, and services to the extent that these solutions are complementary to the equipment, products, or service(s) being proposed. Generally, the solutions for Participating Entities are turn-key solutions, providing a combination of equipment, products and services, delivery, and installation to a properly operating status. However, equipment or products only solutions may be appropriate for situations where Participating Entities possess the ability, either in-house or through local third- party contractors, to properly install and bring to operation the equipment or products being proposed. Sourcewell prefers vendors that provide a sole source of responsibility for the products and services provided under a resulting contract. If Proposer requires the use of dealers, resellers, or subcontractors to provide the products or services, the Proposal should address how the products or services will be provided to Participating Entities and describe the network of dealers, resellers, and/or subcontractors that will be available to serve Participating Entities under a resulting contract. Sourcewell desires the broadest possible selection of equipment, products, and services being proposed over the largest possible geographic area and to the largest possible cross-section of Sourcewell current and future Participating Entities. Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 5 C. REQUIREMENTS It is expected that Proposers have knowledge of all applicable industry standards, laws, and regulations and possess an ability to market and distribute the equipment, products, or services to Participating Entities. 1. Safety Requirements. All items proposed must comply with current applicable safety or regulatory standards or codes. 2. Deviation from Industry Standard. Deviations from industry standards must be identified with an explanation of how the equipment, products, and services will provide equivalent function, coverage, performance, and/or related services. 3. New Equipment and Products. Proposed equipment and products must be for new, current model; however, Proposer may offer certain close-out equipment or products if it is specifically noted in the Pricing proposal. 4. Delivered and operational. Unless clearly noted in the Proposal, equipment and products must be delivered to the Participating Entity as operational. 5. Warranty. All equipment, products, supplies, and services must be covered by a warranty that is the industry standard or better. D. ANTICIPATED CONTRACT TERM Sourcewell anticipates that the term of any resulting contract(s) will be four (4) years. Up to two one-year extensions may be offered based on the best interests of Sourcewell and its Participating Entities. E. ESTIMATED CONTRACT VALUE AND USAGE Based on past volume of similar contracts, the estimated annual value of all transactions from contracts resulting from this RFP are anticipated to be USD $40 Million; therefore, proposers are expected to propose volume pricing. Sourcewell anticipates considerable activity under the contract(s) awarded from this RFP; however, sales and sales volume from any resulting contract are not guaranteed. F. MARKETING PLAN Proposer’s sales force will be the primary source of communication with Participating Entities. The Proposer’s Marketing Plan should demonstrate Proposer’s ability to deploy a sales force or dealer network to Participating Entities, as well as Proposer’s sales and service capabilities. It is expected that Proposer will promote and market any contract award. Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 6 G. ADDITIONAL CONSIDERATIONS 1. Contracts will be awarded to Proposers able to best meet the need of Participating Entities. Proposers should submit their complete line of equipment, products, or services that are applicable to the scope of this RFP. 2. Proposers should include all relevant information in its proposal, since Sourcewell cannot consider information that is not included in the Proposal. Sourcewell reserves the right to verify Proposer’s information and may request clarification from a Proposer, including samples of the proposed equipment or products. 3. Depending upon the responses received in a given category, Sourcewell may need to organize responses into subcategories in order to provide the broadest coverage of the requested equipment, products, or services to Participating Entities. Awards may be based on a subcategory. 4. A Proposer’s documented negative past performance with Sourcewell or its Participating Entities occurring under a previously awarded Sourcewell contract may be considered in the evaluation of a proposal. III. PRICING A. REQUIREMENTS All proposed pricing must be: 1. Either Line-Item Pricing or Percentage Discount from Catalog Pricing, or a combination of these: a. Line-item Pricing is pricing based on each individual product or services . Each line must indicate the Vendor’s published “List Price,” as well as the “Contract Price.” b. Percentage Discount from Catalog or Category is based on a percentage discount from a catalog or list price, defined as a published Manufacturer’s Suggested Retail Price (MSRP) for the products or services. Individualized percentage discounts can be applied to any number of defined product groupings. Proposers will be responsible for providing and maintaining current published MSRP with Sourcewell, and this pricing must be included in its proposal and provided throughout the term of any Contract resulting from this RFP. 2. The Proposer’s ceiling price (Ceiling price means that the proposed pricing will be considered as the highest price for which equipment, products, or services may be billed to a Participating Entity). However, it is permissible for vendors to sell at a price that is lower than the contracted price; 3. Stated in U.S. and Canadian dollars (as applicable); and 4. Clearly understood, complete, and fully describe the total cost of acquisition (e.g., the cost of the proposed equipment, products, and services delivered and operational for its intended purpose in the Participating Entity’s location). Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 7 Proposers should clearly identify any costs that are NOT included in the proposed product or service pricing. This may include items such as installation, set up, mandatory training, or initial inspection. Include identification of any parties that impose such costs and their relationship to the Proposer. Additionally, Proposers should clearly describe any unique distribution and/or delivery methods or options offered in the Proposal. B. ADMINISTRATIVE FEES Proposers are expected to pay to Sourcewell an administrative fee in exchange for Sourcewell facilitating the resulting contracts. The administrative fee is normally calculated as a percentage of the total sales to Participating Entities for all contracted equipment, products, or services made during a calendar quarter, and is typically one percent (1%) to two percent (2%). In some categories, a flat fee may be an acceptable alternative. IV. CONTRACT Proposers awarded a contract will be required to execute a contract with Sourcewell (see attached template). Only those modifications the Proposer indicates in its proposal will be available for discussion. Much of the language in the Contract reflects Minnesota legal requirements and cannot be altered. Numerous and/or onerous exceptions that contradict Minnesota law may result in the Proposal being disqualified from further review and evaluation. To request a modification to the Contract terms, conditions, or specifications, a Proposer must complete and submit the Exceptions to Terms, Conditions, or Specifications table, with all requested modifications, through the Sourcewell Procurement Portal at the time of submitting the Proposer’s Proposal. Exceptions must: 1. Clearly identify the affected article and section, and 2. Clearly note what language is requested to be modified. Unclear requests will be automatically denied. Only those exceptions that have been accepted by Sourcewell will be included in the contract document provided to the awarded vendor for signature. If a Proposer receives a contract award resulting from this solicitation it will have up to 30 days to sign and return the contract. After that time, at Sourcewell’s sole discretion, the contract award may be revoked. V. RFP PROCESS A. PRE-PROPOSAL CONFERENCE Sourcewell will hold an optional, non-mandatory pre-proposal conference via webcast on the date and time noted on page one of this RFP and on the Sourcewell Procurement Portal. The Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 8 purpose of this conference is to allow potential Proposers to ask questions regarding this RFP and Sourcewell’s competitive contracting process. Information about the webcast will be sent to all entities that have registered for this solicitation opportunity through their Sourcewell Procurement Portal Vendor Account. Pre-proposal conference attendance is optional. B. QUESTIONS REGARDING THIS RFP AND ORAL COMMUNICATION Questions regarding this RFP must be submitted through the Sourcewell Procurement Portal. The deadline for submission of questions is found in the Solicitation Schedule and on the Sourcewell Procurement Portal. Answers to questions will be issued through an addendum to this RFP. Repetitive questions will be summarized into a single answer and identifying information will be removed from the submitted questions. All questions, whether specific to a Proposer or generally related to the RFP, must be submitted using this process. Do not contact individual Sourcewell staff to ask questions or request information as this may disqualify the Proposer from responding to this RFP. Sourcewell will not respond to questions submitted after the deadline. C. ADDENDA Sourcewell may modify this RFP at any time prior to the proposal due date by issuing an addendum. Addenda issued by Sourcewell become a part of the RFP and will be delivered to potential Proposers through the Sourcewell Procurement Portal. Sourcewell accepts no liability in connection with the delivery of any addenda. Before a proposal will be accepted through the Sourcewell Procurement Portal, all addenda, if any, must be acknowledged by the Proposer by checking the box for each addendum. It is the responsibility of the Proposer to check for any addenda that may have been issued up to the solicitation due date and time. If an addendum is issued after a Proposer submitted its proposal, the Sourcewell Procurement Portal will WITHDRAW the submission and change the Proposer’s proposal status to INCOMPLETE. The Proposer can view this status change in the “MY BIDS” section of the Sourcewell Procurement Portal Vendor Account. The Proposer is solely responsible to check the “MY BIDS” section of the Sourcewell Procurement Portal Vendor Account periodically after submitting its Proposal (and up to the Proposal due date). If the Proposer’s Proposal status has changed to INCOMPLETE, the Proposer is solely responsible to: i) make any required adjustments to its proposal; ii) acknowledge the addenda; and iii) ensure the re-submitted proposal is received through the Sourcewell Procurement Portal no later than the Proposal Due Date and time shown in the Solicitation Schedule above. Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 9 D. PROPOSAL SUBMISSION Proposer’s complete proposal must be submitted through the Sourcewell Procurement Portal no later than the date and time specified in the Solicitation Schedule. Any other form of proposal submission, whether electronic, paper, or otherwise, will not be considered by Sourcewell. Late proposals will not be considered. It is the Proposer’s sole responsibility to ensure that the proposal is received on time. It is recommended that Proposers allow sufficient time to upload the proposal and to resolve any issues that may arise. The time and date that a Proposal is received by Sourcewell is solely determined by the Sourcewell Procurement Portal web clock. In the event of problems with the Sourcewell Procurement Portal, follow the instructions for technical support posted in the portal. It may take up to twenty-four (24) hours to respond to certain issues. Upon successful submission of a proposal, the Portal will automatically generate a confirmation email to the Proposer. If the Proposer does not receive a confirmation email, contact Sourcewell’s support provider at support@bidsandtenders.ca. To ensure receipt of the latest information and updates via email regarding this solicitation, or if the Proposer has obtained this solicitation document from a third party, the onus is on the Proposer to create a Sourcewell Procurement Portal Vendor Account and register for this solicitation opportunity. Within the Procurement Portal, all proposals must be digitally acknowledged by an authorized representative of the Proposer attesting that the information contained in in the proposal is true and accurate. By submitting a proposal, Proposer warrants that the information provided is true, correct, and reliable for purposes of evaluation for potential contract award. The submission of inaccurate, misleading, or false information is grounds for disqualification from a contract award and may subject the Proposer to remedies available by law. E. GENERAL PROPOSAL REQUIREMENTS Proposals must be: x In substantial compliance with the requirements of this RFP or it will be considered nonresponsive and be rejected. x Complete. A proposal will be rejected if it is conditional or incomplete. x Submitted in English. x Valid and irrevocable for 90 days following the Proposal Due Date. Any and all costs incurred in responding to this RFP will be borne by the Proposer. Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 10 F. PROPOSAL WITHDRAWAL Prior to the proposal deadline, a Proposer may withdraw its proposal. G. OPENING The Opening of Proposals will be conducted electronically through the Sourcewell Procurement Portal. A list of all Proposers will be made publicly available in the Sourcewell Procurement Portal after the Proposal Due Date, but no later than the Opening time listed in the Solicitation Schedule. To view the list of Proposers, verify that the Sourcewell Procurement Portal opportunities list search is set to “All” or “Closed.” The solicitation status will automatically change to “Closed” after the Proposal Due Date and Time. VI. EVALUATION AND AWARD A. EVALUATION It is the intent of Sourcewell to award one or more contracts to responsive and responsible Proposer(s) offering the best overall quality, selection of equipment, products, and services, and price that meet the commonly requested specifications of Sourcewell and its Participating Entities. The award(s) will be limited to the number of Proposers that Sourcewell determines is necessary to meet the needs of Participating Entities. Factors to be considered in determining the number of contracts to be awarded in any category may include the following: x The number of and geographic location of: o Proposers necessary to offer a comprehensive selection of equipment, products, or services for Participating Entities’ use. o A Proposer’s sales and service network to assure availability of product supply and coverage to meet Participating Entities’ anticipated needs. x Total evaluation scores. x The attributes of Proposers, and their equipment, products, or services, to assist Participating Entities achieve environmental and social requirements, preferences, and goals. Information submitted as part of a proposal should be as specific as possible when responding to the RFP. Do not assume Sourcewell’s knowledge about a specific vendor or product. B. AWARD(S) Award(s) will be made to the Proposer(s) whose proposal conforms to all conditions and requirements of the RFP, and consistent with the award criteria defined in this RFP. Sourcewell may request written clarification of a proposal at any time during the evaluation process. Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 11 Proposal evaluation will be based on the following scoring criteria and the Sourcewell Evaluator Scoring Guide (available in the Sourcewell Procurement Portal): Conformance to RFP Requirements 50 Financial Viability and Marketplace Success 75 Ability to Sell and Deliver Service 100 Marketing Plan 50 Value Added Attributes 75 Warranty 50 Depth and Breadth of Offered Equipment, Products, or Services 200 Pricing 400 TOTAL POINTS 1000 C. PROTESTS OF AWARDS Any protest made under this RFP by a Proposer must be in writing, addressed to Sourcewell’s Executive Director, and delivered to the Sourcewell office located at 202 12th Street NE, P.O. Box 219, Staples, MN 56479. The protest must be received no later than 10 calendar days’ following Sourcewell’s notice of contract award(s) or non-award and must be time stamped by Sourcewell no later than 4:30 p.m., Central Time. A protest must include the following items: x The name, address, and telephone number of the protester; x The original signature of the protester or its representative; x Identification of the solicitation by RFP number; x A precise statement of the relevant facts; x Identification of the issues to be resolved; x Identification of the legal or factual basis; x Any additional supporting documentation; and x Protest bond in the amount of $20,000, except where prohibited by law or treaty. Protests that do not address these elements will not be reviewed. D. RIGHTS RESERVED This RFP does not commit Sourcewell to award any contract and a proposal may be rejected if it is nonresponsive, conditional, incomplete, conflicting, or misleading. Proposals that contain false statements or do not support an attribute or condition stated by the Proposer may be rejected. Sourcewell reserves the right to: x Modify or cancel this RFP at any time; Rev. 2/2020 Sourcewell RFP #032521 Aftermarket Vehicle Parts and Supplies Page 12 x Reject any and all proposals received; x Reject proposals that do not comply with the provisions of this RFP; x Select, for contracts or for discussion, a proposal other than that with the lowest cost; x Independently verify any information provided in a Proposal; x Disqualify any Proposer that does not meet the requirements of this RFP, is debarred or suspended by the United States or Canada, State of Minnesota, Participating Entity’s state or province; has an officer, or other key personnel, who have been charged with a serious crime; or is bankrupt, insolvent, or where bankruptcy or insolvency are a reasonable prospect; x Waive or modify any informalities, irregularities, or inconsistencies in the proposals received; x Clarify any part of a proposal and discuss any aspect of the proposal with any Proposer; and negotiate with more than one Proposer; x Award a contract if only one responsive proposal is received if it is in the best interest of Participating Entities; and x Award a contract to one or more Proposers if it is in the best interest of Participating Entities. E. DISPOSITION OF PROPOSALS All materials submitted in response to this RFP will become property of Sourcewell and will become public record in accordance with Minnesota Statutes Section 13.591, after negotiations are complete. Sourcewell considers that negotiations are complete upon execution of a resulting contract. It is the Proposer’s responsibility to clearly identify any data submitted that it considers to be protected. Proposer must also include a justification for the classification citing the applicable Minnesota law. Sourcewell will not consider the prices submitted by the Proposer to be confidential, proprietary, or trade secret materials. Financial information, including financial statements, provided by a Proposer is not considered trade secret under the statutory definition. The Proposer understands that Sourcewell will reject proposals that are marked confidential or nonpublic, either substantially or in their entirety. 2/18/2021 Addendum No. 1 Solicitation Number: RFP 032521 Solicitation Name: Aftermarket Vehicle Parts and Supplies Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Is it possible to receive a document that contains all the "table questions" in Step 1 (Specifications) in one master document format? Answer 1: After selecting “Start Submission” in the Sourcewell Procurement Portal, a proposer may navigate to Step 4 – “Preview Bid” and select “Preview My Bid in PDF” if a downloadable PDF of the questionnaire tables is desired. Question 2: Within your portal there are product categories listed by what looks to be commodity codes. Is there a list available that shows more details on the product items within these codes? Answer 2: Sourcewell utilizes the North American Industry Classification System (NAICS) within the Sourcewell Procurement Portal to allow prospective vendors the ability to broadly identify the types of equipment, products, or services applicable to them at the time of account creation. Prospective vendors who select one or more commodity codes receive system-generated notifications by email of new Sourcewell opportunities matching their commodity code selection. For this RFP (and all cooperative purchasing contract opportunities), Sourcewell utilizes a competitive, solutions-based solicitation approach that is not based on detailed specifications or finite quantities. A proposer can propose its entire line of equipment, products, or services falling within the requested equipment, products, or services as described in RFP Section II. B. End of Addendum Acknowledgement of this Addendum to RFP 032521 posted to the Sourcewell Procurement Portal on 2/18/2021, is required at the time of proposal submittal. 2/19/2021 Addendum No. 2 Solicitation Number: RFP 032521 Solicitation Name: Aftermarket Vehicle Parts and Supplies Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Referring to RFP Section II. B., can we propose a products only solution? Answer 1: A proposer is not required to offer all possible items or services within the scope of the solicitation as described in RFP Section II B. – Requested Equipment, Products, or Services, to be considered for award. However, proposals are evaluated based on the criteria as stated in the RFP. Question 2: If awarded a contract, can we use our authorized participating distributors or dealers? Answer 2: Refer to RFP Section II. B. – Requested Equipment, Products, or Services – “…If Proposer requires the use of dealers, resellers, or subcontractors to provide the products or services, the Proposal should address how the products or services will be provided to Participating Entities and describe the network of dealers, resellers, and/or subcontractors that will be available to serve Participating Entities under a resulting contract.” Question 3: Our participating distributors are independent companies that may supply product and installation. Is this acceptable? Answer 3: See Answer 2 above. Question 4: In reference to RFP Section III. A. 2., regarding ceiling price, does this mean that better or lower pricing may be given to any user on a case-by-case basis? Answer 4: Refer to RFP Section III. A. 2. – which requires that all proposed pricing must be: “The Proposer’s ceiling price (Ceiling price means that the proposed pricing will be considered as the highest price for which equipment, products, or services may be billed to a Participating Entity). However, it is permissible for vendors to sell at a price that is lower than the contracted price.” Question 5: In reference to RFP Section III. A. 2., can we bid a different discount in Canada to compensate for the exchange rate, customs, duties, etc.? Answer 5: In the competitive process, Sourcewell will not advise a proposer on the content of the proposal. Each proposer, in its discretion, will determine and propose the pricing approach that aligns with their business methods and satisfies all the requirements of RFP Section III. – Pricing. Question 6: If there is added cost to ship to Hawaii and Alaska can we bid prepaid and add, or have a different minimum order requirement? Answer 6: See Answer 5 above. Question 7: In reference to Sourcewell contract template Section 3. B. – Sales Tax, if agencies are required to pay taxes, can we add them to the invoice as a separate line item? Answer 7: See Answer 5 above. Question 8: Is there a method to request modifications to contract prices throughout the term of the contract? Answer 8: An awarded vendor may submit a Product and Pricing Change Request to Sourcewell. Refer to Section 4. – Product and Pricing Change Requests, of the Sourcewell contract template. Question 9: In reference to Sourcewell contract template Section 6. B. – Additional Terms and Conditions/Participating Addendum, if a state requires a participating addendum, and there are requirements that change the offer the vendor supplied, are we allowed to negotiate new terms? Answer 9: Refer to Sourcewell contract template Section 6. B. – Additional Terms and Conditions/Participating Addendum. “…Some Participating Entities may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.” Question 10: In reference to Sourcewell contract template Section 7. – Customer Service, can we supply one contact for related items to the contract and multiple contacts for questions pertaining to product, lead times, etc.? Answer 10: Refer to the Sourcewell contract template Section 7. A. – Primary Account Representative, “Vendor will assign an Account Representative to Sourcewell for this Contract…” It is left to the discretion of the proposer to describe in their response their ability to sell and deliver service to Sourcewell participating entities. Question 11: In reference to Sourcewell contract template Section 15. – Force Majeure, can language regarding a pandemic be included? Answer 11: Refer to RFP Section IV. – Contract. A request for modification to the Sourcewell contract template may be submitted with a proposal. To request a modification to the template Contract terms, conditions, or specifications, a Proposer may complete and submit the Exceptions to Terms, Conditions, or Specifications Form, which is found as the final Table of Step 1 in the proposal submission process. Question 12: Is there a minimum estimated sales volume for a supplier to be awarded? Answer 12: The Sourcewell RFP is an open and competitive solicitation process. Each proposer, in its discretion, will determine the information necessary to best demonstrate its financial viability and marketplace success to Sourcewell. Proposals are evaluated based on the criteria stated in the RFP. End of Addendum Acknowledgement of this Addendum to RFP 032521 posted to the Sourcewell Procurement Portal on 2/19/2021, is required at the time of proposal submittal. 3/11/2021 Addendum No. 3 Solicitation Number: RFP 032521 Solicitation Name: Aftermarket Vehicle Parts and Supplies Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Page 12 of RFP Section E states that the proposer must "clearly identify any data submitted that it considers to be protected...." Are any financial statements provided by the proposer considered protected? Answer 1: Sourcewell does not consider financial statements submitted by a proposer to meet the definition of a trade secret under the Minnesota Government Data Practices Act (Minnesota Statutes Chapter 13). Refer to RFP Section VI. E., for a proposer’s responsibility to identify data it considers protected and the justification for such classification. End of Addendum Acknowledgement of this Addendum to RFP 032521 posted to the Sourcewell Procurement Portal on 3/11/2021, is required at the time of proposal submittal. 3/19/2021 Addendum No. 4 Solicitation Number: RFP 032521 Solicitation Name: Aftermarket Vehicle Parts and Supplies Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Our company has a product or products that may fall within the requested equipment, products, and services, in two open Sourcewell solicitations? Are we allowed to, or will we be penalized for, including that product or products in a proposal under both RFPs? Answer 1: Each Sourcewell solicitation is separate and distinct from any other Sourcewell solicitation. A proposer is allowed to propose the entire line of equipment, products, and services falling within the requested equipment, products, or services of the subject solicitation. Proposals are evaluated based on the criteria stated in the RFP. End of Addendum Acknowledgement of this Addendum to RFP 032521 posted to the Sourcewell Procurement Portal on 3/19/2021, is required at the time of proposal submittal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`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`` ` i &NQJSF4UBUF%FWFMPQNFOUIUUQXXXFTEOZHPW RI 2C ❚THURSDAY, FEBRUARY 4, 2021 ❚USA TODAY E3 SPORTS TAMPA, Fla. – Sometimes, I’d swear Troy Vincent has been cloned. The NFL’s executive vice president of foot- ball operations has his fingerprints all over the place when it comes to the league’s wide range of issues, strate- gies, ventures and the primary product itself, the game. Never mind the official title. His job description, which includes oversight of the officiating department and the nuts and bolts of game operations, merely scratches the surface. But let’s start with Vincent’s chief role. It has been challenging enough with so many added layers as the league pulled off its ambitious goal of playing a complete season (sans the preseason and the Pro Bowl) during a pandemic that culminates with Super Bowl 55. “It’s the power of teamwork,” he told USA TODAY. “I’ve always believed in it. There’s power when people come to- gether for a common cause. In this case, if everyone is not aligned – the players, the medical experts, the NFLPA (Na- tional Football League Players Associa- tion), the teams – then you don’t have even a remote chance of any success.” Vincent, 50, reflected from the NFL’s headquarters hotel adjacent to Tampa Convention Center after returning from a walk-through for a Tuesday event at Just Elementary School, less than two miles from Raymond James Stadium. Interestingly, the community service project isn’t among the many league- sanctioned activities common during Super Bowl week (and even this week, as COVID-19 has ushered in a severely scaled-back Super Bowl environment). Vincent’s family foundation, Love Thy Neighbor, has for years adopted a school in the Super Bowl city to support. Troy and his wife, Tommi, and their 15- year-old twins (three other children are adults) were at the school with several others Monday working through details for the donated technology equipment that the STEM school lacked. “We’re trying to bridge the educa- tional gap,” Vincent said. This tells you something else about Vincent, who grew up in Trenton, New Jersey, and played 16 seasons as an NFL defensive back. For all of his NFL work, there’s another track. He and Tommi, married for 26 years, also adopted schools in cities that have hosted the draft. Then there are vacations, which in the NFL universe typically begins in late June and extends into July before camps open. Vacations over several non-pandemic years for the Vincents have usually been built around the weeklong tours of Historically Black Colleges and Universities (HBCUs) ar- ranged for underprivileged children. A few years ago, I reached out to Vin- cent on a weekend. He said he’d get back to me after he finished up with the kids. Again, he wasn’t referring to his kids. He has a mentoring program for high school football players that he con- ducts on Saturdays in Baltimore, which includes on and off-the-field tutoring. Asked this week if he had to scrap the program during the pandemic, he said, “No, we just had to scale it back.” Let Derrick Brooks, the former Buc- caneers Hall of Fame linebacker, put the essence of Vincent into context. “Since I’ve known Troy, you’ve always seen his love for serving,” Brooks said, alluding to Vincent’s Christian values. “It’s ap- parent. It starts with his faith. He and Tommi are very in tune with what it means to lead by faith.” Brooks, enlisted as an appeals officer in a position jointly arranged by the league and NFLPA that addresses on- field discipline, went on to rave about the impact Vincent had in improving services provided by the league for re- tired NFL players. That flowed out of Vincent’s previous position at league headquarters, where he overhauled the Player Engagement Department. Others point to Vincent’s key role in diversity and inclusion initiatives as a defining measure. The issue, which most notably focus on opportunities for minority coaches and executives, has gained increasing attention as one hir- ing cycle after another have frustrated minority coaches and other proponents for equality. And no league executive has provided a stronger voice on the is- sue than Vincent, the league’s highest- ranking Black executive. In December, Vincent drew head- lines – and some brushback criticism – for his scathing rebuke of the hiring practices of not only the NFL teams that pay his salary but also the sports indus- try at large as he bemoaned the minimal opportunities provided to minorities. It was so rare, yet unapologetically re- freshing, for a high-ranking league ex- ecutive to speak with such passion to an issue that resonates for a significant portion of, well, the NFL’s fan base. This, of course, coincides with his tireless ef- forts behind the scenes, with include working closely with Commissioner Roger Goodell, the league’s diversity committee and the Fritz Pollard Alli- ance, which promotes minority hiring. “It’s our issue,” Vincent said. “It’s not the issue of the commissioner, or people of color, or women. It’s our issue. For us to dance around it, no! This is a problem. This is not about shaming anyone, be- cause I have to work with individuals to make progress. I was just trying to state truth and where we all should be head- ing and why – because it’s the right thing to do.” Later in December, the league con- ducted a two-day virtual seminar for HBCU students interested in seeking non-playing careers in the sports indus- try. Of course, Vincent had a key role in the program that included speakers from teams and the league. And of course Vincent, who also played a role in connecting the league and its in-house media operation to the National Associ- ation of Black Journalists (NABJ) to cre- ate an internship program, sounded a bit embarrassed when asked about it. “It’s just being a connector and a fa- cilitator,” Vincent said. “Lead from be- hind. Get the right people to the table.” He knows. The lack of opportunity for coaches is part of a larger picture re- flected throughout the NFL on many fronts … as in society at large. “When you see the lack of respect, lack of acknowledgment of disenfran- chised people, we have (HBCU) institu- tions that produce the best and the brightest people of color in all areas. Looking for talented people? They’re right over here. They’re not just at pre- dominantly white institutions.” David Cornwell, the sports attorney who in the 1980s worked at NFL head- quarters and established the first mi- nority coaches fellowship among other initiatives, can relate well to Vincent. Cornwell knows the landscape, the bat- tles and the politics. He also believes that Vincent’s background – toward the end of his playing career he became president of the NFLPA and was once considered a possible successor to late union chief Gene Upshaw – makes him uniquely qualified for his wide-ranging role as arguably Goodell’s most valuable lieutenant. “The key ingredient is what he brings to it with his authenticity as a person,” Cornwell said. “He was a great player, but he’s turned out to be a remarkable man, husband and father, too, with a tireless commitment to the NFL.” Cornwell brings up an adage when considering Vincent: The reward for be- ing responsible is more responsibility. “His approach to politics is to be ef- fective,” Cornwell said. “In some organi- zations, performance is never an issue unless it’s not there.” Which brings us back to the chief role. Vincent has also been the liaison – and enforcer in sticky cases that in- volved outbreaks with the Titans and Ravens, plus compliance issues with the Broncos and Raiders, and the relocation of the 49ers to Arizona for several weeks – in dealing with the teams and the pan- demic. It was not always smooth, yet at various stages of the season Vincent would quickly recite the number of con- tests played as context for the goal of playing 256 regular-season games be- fore the playoffs. “We had to have constant communi- cation and be flexible on our end as well,” Vincent said, which only begins to address the league’s challenge. Without a pandemic, there likely would have been more attention this season of the overhaul of the league’s officiating department. Al Riveron’s role as the director was reduced, split up with former referee Walt Anderson, and former coach Perry Fewell enlisted to help lead the department. “People are not talking about officiat- ing,” Vincent said, meaning that contro- versies have been at a minimum – al- though, well, there is one pretty high- profile game left. Despite Vincent’s contention, people have talked about officiating this season –for progressive reasons. Sarah Thomas on Sunday will be- come the first woman to officiate a Su- per Bowl, working as the down judge. It’s historic, but Vincent insists that it wasn’t a designed social progress move. Thomas has drawn four postseason as- signments in six years with the league. “She earned it,” Vincent said. “You can’t get to this game without being ranked in the top three at your position. What I’m hoping to get from that, just like Week 11 and Week 17, is to normalize it. It should not be an outlier in 2021.” In Week 11, as Vincent noted, the NFL used an all-Black officiating crew for the first time, to much fanfare. Another all- Black crew worked the Washington- Philadelphia finale, too, with so little at- tention that it was barely noticed. Over the years, Vincent also helped establish the “Broadcast Boot Camp” that has helped players transition to TV jobs. The annual Gospel Celebration? He was a supporter of that event (now in Year 22) from way back, too, helping to fuel involvement of current and former players. With personal experiences from his childhood, he has been an in- ternal resource on domestic violence is- sues. And in recent years, he has been intimately involved in the league efforts –albeit some of which have been open to criticism dating to Colin Kaepernick’s protests during the national anthem – in social justice matters. If there are not more Troy Vincents, there need to be. “I believe, over time, I’ve gained the trust of the commissioner and others, to be able to lend an opinion or a point of view on topics that have not fallen in the job description, i.e. social justice mat- ters,” Vincent said. “That lives with someone else, but I’ve been on the fore- front with people doing it day to day, without stepping on people’s toes.” But still, the energy has to come from somewhere. “I don’t have a choice. I just happen to be in the race with the baton in my hand. I am inspired on a daily basis because I see the difference we can make.” In other words, Vincent no longer plays the game. But he’s more of an im- pact player than ever. NFL needs more leaders like Vincent Troy Vincent is the NFL executive vice president of football operations but his contributions extend well beyond the job title and work hours.BRYNN ANDERSON/AP Jarrett Bell Columnist USA TODAY GET NOTICED with USA TODAY Marketplace! 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Available for purchase at BarnesAndNoble.com and Amazon.com NOTICES The Interlocal Purchasing System (TIPS)has posted procurement solicitations at www.tips-usa.com for the following categories: 210201 E-Rate 210202 Portable Modular Buildings 2 Part with JOC 210203 Renewable Energy and Solar Solutions and Services 2 Part with JOC 210204 Fire, Firearm, and Active Shooter Safety and Security Solutions 2 Part with JOC 210205 Trades, Labor, and Materials (JOC) Proposals are due and will be opened on March 19, 2021 at 3:00 pm local time. Call 866-839-8477 for problems with website or questions. Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for AftermarketVehicle Parts and Supplies to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal https://proportal.sourcewell-mn.gov. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than March 25, 2021, at 4:30pm CentralTime, and late proposals will not be considered. PUBLIC NOTICE ANNOUNCEMENTS HAVE YOU BEEN CLASSIFIED AS A HIGH RISK DRIVER DUE TO DUI, DWI OR TICKETS FOR AGGRESSIVE DRIVING? THE CALL & QUOTE ARE FREE. 800-509-9315 Serenity is here to help by making SR-22 insurance easy to get and affordable for everyone. ELIMINATE your overwhelming debt We can help if your total debt is $10,000 or more! Avoid bankruptcy today and start over completely debt-free. 800-825-1306 THE CALL IS FREE. 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Proposals are due no later than March 25, 2021, at 4:30pm Central Time, and late proposals will not be considered. NOTICES PUBLIC NOTICE usat-usatnonbus-sourcewell-display-public-notice-16850.indd 1 2/1/21 11:09 AM Notice Basic Information Details Dates Contact Information Pre-Bidding Events Bid Submission Process Estimated Contract Value (CAD)$160,000,000.00 (Not shown to suppliers) Reference Number 0000192169 Issuing Organization Sourcewell Owner Organization Solicitation Type RFP - Request for Proposal (Formal) Solicitation Number 032521 Title Aftermarket Vehicle Parts and Supplies Source ID PP.CO.USA.868485.C88455 Location All of Canada, All of Canada Purchase Type Term: 2021/06/01 01:00:00 AM EDT - 2025/05/31 01:00:00 AM EDT Description Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aftermarket Vehicle Parts and Supplies to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than March 25, 2021, at 4:30 p.m. Central Time, and late proposals will not be considered. Publication 2021/02/04 08:39:10 AM EST Question Acceptance Deadline 2021/03/18 05:30:00 PM EDT Questions are submitted online No Bid Intent Not Available Closing Date 2021/03/25 05:30:00 PM EDT Prebid Conference 2021/02/25 01:00:00 AM EST Procurement Department 218-894-1930 rfp@sourcewell-mn.gov Event Type Prebid Conference Attendance Recommended Event date 2021/02/25 01:00:00 AM EST Location Online Conference Event Note Login information will be emailed two business days prior to event. Bid Submission Type Electronic Bid Submission Pricing In attached document Pricing In attached document Bid Documents List Item Name Description Mandatory Bid Documents Documents defining the proposal Yes 032521 - Aftermarket Vehicle Parts and Supplies 2021/02/04 08:39:21 AM EST Page 1 of 5 Categories Selected Categories GSIN Categories (66) G Goods Goods N25 Vehicular Equipment Components Vehicular Equipment Components N25 Vehicular Equipment Components Vehicular Equipment Components N2500 VEHICULAR EQUIPMENT COMPONENTS Vehicular equipment components N2510 VEHICULAR CAB, BODY AND FRAME STRUCTURAL COMPONENTS Vehicular Cab, Body, and Frame Structural Components Includes Leaf Type Vehicular Springs; Suspension Type Shock Absorbers. N2510001 VEHICULAR CAB, BODY AND FRAME - UNDERCOATING SERVICES VEHICULAR CAB, BODY AND FRAME - UNDERCOATING SERVICES N2510002 VEHICULAR CAB BODY AND FRAME STRUCTURAL COMPONENTS, EXCEPT MILITARY CONFIGURATION (N.E.S.) VEHICULAR CAB BODY AND FRAME STRUCTURAL COMPONENTS, EXCEPT MILITARY CONFIGURATION (N.E.S.) N2510C VEHICULAR CAB, BODY AND FRAME STRUCTURAL COMPONENTS (EXCEPT MILITARY CONFIGURATION) VEHICULAR CAB, BODY AND FRAME STRUCTURAL COMPONENTS (EXCEPT MILITARY CONFIGURATION) N2510CA BODY, DUMP TRUCK BODY, DUMP TRUCK N2510CC BODY, VAN TRUCK BODY, VAN TRUCK N2510CD BODY, VAN TRUCK, FIBERGLASS BODY, VAN TRUCK, FIBERGLASS N2510E SPRINGS, LEAF AND COIL, FOR TRACKED AND WHEELED VEHICLES, EXCEPTGROUND EFFECT AND ARMOURED FIGHTING VEHICLES SPRINGS, LEAF AND COIL, FOR TRACKED AND WHEELED VEHICLES, EXCEPTGROUND EFFECT AND ARMOURED FIGHTING VEHICLES N2510F VEHICULAR CAB, BODY, AND FRAME STRUCTURAL COMPONENTS, ARMOURED FIGHTING VEHICLE, S.M.P. VEHICULAR CAB, BODY, AND FRAME STRUCTURAL COMPONENTS, ARMOURED FIGHTING VEHICLE, S.M.P. N2510FA VEHICULAR CAB, BODY, AND FRAME STRUCTURAL COMPONENTS, N.E.S., ARMOURED FIGHTING VEHICLE, S.M.P. VEHICULAR CAB, BODY, AND FRAME STRUCTURAL COMPONENTS, N.E.S., ARMOURED FIGHTING VEHICLE, S.M.P. N2510FC VEHICULAR CAB, BODY AND FRAME STRUCTURAL COMPONENTS, GROUND EFFECT VEHICLES VEHICULAR CAB, BODY AND FRAME STRUCTURAL COMPONENTS, GROUND EFFECT VEHICLES N2510G VEHICULAR WINDSHIELD ASSEMBLY VEHICULAR WINDSHIELD ASSEMBLY N2520 VEHICULAR POWER TRANSMISSION COMPONENTS Vehicular Power Transmission Components Includes Transfer Transmission Assemblies; Clutch Assemblies; Universal Joints; Propeller Shafts; Automotive Torque Converters; Power Takeoffs. N2520001 VEHICULAR POWER TRANSMISSION COMPONENTS (STANDARD COMMERCIAL) VEHICULAR POWER TRANSMISSION COMPONENTS (STANDARD COMMERCIAL) N2520A VEHICULAR POWER TRANSMISSION COMPONENTS, FOR TRACKED AND WHEELED VEHICLES, MILITARY CONFIGURATION VEHICULAR POWER TRANSMISSION COMPONENTS, FOR TRACKED AND WHEELED VEHICLES, MILITARY CONFIGURATION N2520B VEHICULAR POWER TRANSMISSION COMPONENTS, ARMOURED FIGHTING VEHICLE, S.M.P. VEHICULAR POWER TRANSMISSION COMPONENTS, ARMOURED FIGHTING VEHICLE, S.M.P. 032521 - Aftermarket Vehicle Parts and Supplies 2021/02/04 08:39:21 AM EST Page 2 of 5 GSIN Categories (66) N2520BD TRANSFER CASES/GEARBOXES, FINAL DRIVE ASSEMBLY, ARMOURED FIGHTING VEHICLE, S.M.P. TRANSFER CASES/GEARBOXES, FINAL DRIVE ASSEMBLY, ARMOURED FIGHTING VEHICLE, S.M.P. N2520C VEHICULAR POWER TRANSMISSION COMPONENTS, GROUND EFFECT VEHICLES VEHICULAR POWER TRANSMISSION COMPONENTS, GROUND EFFECT VEHICLES N2530 VEHICULAR BRAKE, STEERING, AXLE, WHEEL AND TRACK COMPONENTS Vehicular Brake, Steering, Axle, Wheel, and Track Components Includes Turret Brakes; Clutch Brakes, Tank Turret. N2530001 VEHICULAR BRAKE, STEERING, AXLE, AND WHEEL COMPONENTS (STANDARD COMMERCIAL) VEHICULAR BRAKE, STEERING, AXLE, AND WHEEL COMPONENTS (STANDARD COMMERCIAL) N2530AB AXLE ASSEMBLY, FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES AXLE ASSEMBLY, FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES N2530AD BRAKE SHOES, DRUMS AND MISCELLANEOUS BRAKE COMPONENTS (N.E.S.) FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES BRAKE SHOES, DRUMS AND MISCELLANEOUS BRAKE COMPONENTS (N.E.S.) FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES N2530AK TRACK AND TRACK COMPONENTS, FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES TRACK AND TRACK COMPONENTS, FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES N2530AL WHEEL, PNEUMATIC TIRE, FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES WHEEL, PNEUMATIC TIRE, FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES N2530AM WHEEL, SOLID RUBBER, FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES WHEEL, SOLID RUBBER, FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES N2530B VEHICULAR BRAKE, STEERING, AXLE, WHEEL AND TRACK COMPONENTS, ARMOURED FIGHTING VEHICLE, S.M.P. VEHICULAR BRAKE, STEERING, AXLE, WHEEL AND TRACK COMPONENTS, ARMOURED FIGHTING VEHICLE, S.M.P. N2530BLB TRACK SHOE MAINTENANCE AUXILIARY EQUIPMENT, ARMOURED FIGHTING VEHICLE TRACK SHOE MAINTENANCE AUXILIARY EQUIPMENT, ARMOURED FIGHTING VEHICLE N2530BM WHEEL, PNEUMATIC TIRE, ARMOURED FIGHTING VEHICLE, S.M.P. WHEEL, PNEUMATIC TIRE, ARMOURED FIGHTING VEHICLE, S.M.P. N2530BN WHEEL, SOLID RUBBER, ARMOURED FIGHTING VEHICLE, S.M.P. WHEEL, SOLID RUBBER, ARMOURED FIGHTING VEHICLE, S.M.P. N2530C VEHICULAR BRAKE, STEERING, AXLE, WHEEL AND TRACK COMPONENTS, GROUND EFFECT VEHICLES VEHICULAR BRAKE, STEERING, AXLE, WHEEL AND TRACK COMPONENTS, GROUND EFFECT VEHICLES N2540 VEHICULAR FURNITURE AND ACCESSORIES Vehicular Furniture and Accessories Includes Automobile Seat Covers; Shock Absorber, Bumper Windshield Wipers; Bumper Guards; Mirrors, Rear View and Side View; Vehicle Heaters; Vehicular Furniture. N2540000 VEHICULAR FURNITURE AND ACCESSORIES (STANDARD COMMERCIAL) VEHICULAR FURNITURE AND ACCESSORIES (STANDARD COMMERCIAL) N2540001 BLANKET, EMERGENCY BLANKET, EMERGENCY N2540002 PORTA-VET, MOBILE CLINIC PORTA-VET, MOBILE CLINIC N2540003 SILENT PATROLMAN SAFETY SHIELD SILENT PATROLMAN SAFETY SHIELD N2540004 VEHICLE FURNITURE AND ACCESSORIES - AIR DEFLECTORS VEHICLE FURNITURE AND ACCESSORIES - AIR DEFLECTORS N2540005 VEHICLE ACCESSORY, BOX CAP FOR LIGHT TRUCKS (FIBREGLASS OR ALUMINUM) VEHICLE ACCESSORY, BOX CAP FOR LIGHT TRUCKS (FIBREGLASS OR ALUMINUM) 032521 - Aftermarket Vehicle Parts and Supplies 2021/02/04 08:39:21 AM EST Page 3 of 5 GSIN Categories (66) N2540A ABSORBERS, SHOCK, FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES ABSORBERS, SHOCK, FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES N2540C FURNITURE AND ACCESSORIES, MISCELLANEOUS, N.E.S., FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTINGVEHICLES FURNITURE AND ACCESSORIES, MISCELLANEOUS, N.E.S., FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTINGVEHICLES N2540G VEHICULAR TIRE CHAIN ASSEMBLY (STANDARD COMMERCIAL) VEHICULAR TIRE CHAIN ASSEMBLY (STANDARD COMMERCIAL) N2540H VEHICULAR FURNITURE AND ACCESSORIES, GROUND EFFECT VEHICLES VEHICULAR FURNITURE AND ACCESSORIES, GROUND EFFECT VEHICLES N2541 WEAPONS SYSTEMS SPECIFIC VEHICULAR ACCESSORIES WEAPONS SYSTEMS SPECIFIC VEHICULAR ACCESSORIES N2590 VEHICULAR COMPONENTS, MISCELLANEOUS VEHICULAR COMPONENTS, MISCELLANEOUS N2590001 VEHICULAR COMPONENTS, MISCELLANEOUS (STANDARD COMMERCIAL) VEHICULAR COMPONENTS, MISCELLANEOUS (STANDARD COMMERCIAL) N2590002 VEHICULAR COMPONENTS, MISCELLANEOUS, IN ACCORDANCE WITH ENGINEERING DRAWINGS VEHICULAR COMPONENTS, MISCELLANEOUS, IN ACCORDANCE WITH ENGINEERING DRAWINGS N2590003 VEHICULAR COMPONENTS, MISC. (STANDARD COMMERCIAL) REBUILT VEHICULAR COMPONENTS, MISC. (STANDARD COMMERCIAL) REBUILT N2590A VEHICULAR COMPONENTS, MISCELLANEOUS, FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES VEHICULAR COMPONENTS, MISCELLANEOUS, FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES N2590AA CYLINDER ASSEMBLY, HYDRAULIC, FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES CYLINDER ASSEMBLY, HYDRAULIC, FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES N2590B ROLL OVER PROTECTIVE STRUCTURES, FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES ROLL OVER PROTECTIVE STRUCTURES, FOR TRACKED AND WHEELED VEHICLES, EXCEPT GROUND EFFECT AND ARMOURED FIGHTING VEHICLES N2590C MISCELLANEOUS VEHICULAR COMPONENTS, ARMOURED FIGHTING VEHICLE, S.M.P. MISCELLANEOUS VEHICULAR COMPONENTS, ARMOURED FIGHTING VEHICLE, S.M.P. N2590CA MISCELLANEOUS VEHICULAR COMPONENTS, N.E.S., ARMOURED FIGHTING VEHICLE, S.M.P. MISCELLANEOUS VEHICULAR COMPONENTS, N.E.S., ARMOURED FIGHTING VEHICLE, S.M.P. N2590D VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. (BY COMPANY) VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. (BY COMPANY) N2590DAA VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - AMERICAN MOTORS VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - AMERICAN MOTORS N2590DAB VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - AMERICAN MOTORS, JEEP DIVISION VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - AMERICAN MOTORS, JEEP DIVISION N2590DAC VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - AMERICAN MOTORS, RAMBLER DIVISION VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - AMERICAN MOTORS, RAMBLER DIVISION N2590DBA VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - CHRYSLER VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - CHRYSLER N2590DBB VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - CHRYSLER, DODGE DIVISION VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - CHRYSLER, DODGE DIVISION N2590DCA VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - FORD VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - FORD N2590DDA VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - GENERAL MOTORS VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - GENERAL MOTORS N2590DDB VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - GENERAL MOTORS, CHEVEROLET VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - GENERAL MOTORS, CHEVEROLET 032521 - Aftermarket Vehicle Parts and Supplies 2021/02/04 08:39:21 AM EST Page 4 of 5 GSIN Categories (66) N2590DEA VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - INTERNATIONAL VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - INTERNATIONAL N2590DEB VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - INTERNATIONAL HARVESTER VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - INTERNATIONAL HARVESTER N2590DEC VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - MACTRUCKS VEHICULAR COMPONENTS, MISCELLANEOUS, N.E.S. - MACTRUCKS N2590DED VEHICULAR COMPONENTS, MISCELLANEOUS - DOMINION AUTO VEHICULAR COMPONENTS, MISCELLANEOUS - DOMINION AUTO MERX Category (1) G Goods Goods G22 Miscellaneous Goods Miscellaneous Goods UNSPSC Category (1) 78000000 Transportation and Storage and Mail Services 78180000 Transportation repair or maintenance services 78180100 Vehicle maintenance and repair services 032521 - Aftermarket Vehicle Parts and Supplies 2021/02/04 08:39:21 AM EST Page 5 of 5 ProposalOpeningRecord Dateofopening:March25,2021 SourcewellpostedRequestforProposal#032521,fortheprocurementofAftermarketVehiclePartsand Supplies,ontheSourcewellProcurementPortal[proportal.sourcewellͲmn.gov]onThursday,February4, 2021,andthesolicitationremainedinanopenstatuswithintheportaluntilMarch25,2021,at4:30pmCT. TheRFPrequiredthatallproposalsbesubmittedthroughtheSourcewellProcurementPortalnolaterthan 4:30pmCTonMarch25,2021,thedateandtimespecifiedintheSolicitationSchedule. TheundersignedcertifythatallresponsesreceivedonRequestforProposal#032521weresubmitted throughtheSourcewellProcurementPortal,andthateachProposer’sresponsematerialwasdigitally sealeduponsubmissionandremainedinaccessibleuntiltheduedateandtimespecifiedintheSolicitation Schedule. Responseswerereceivedfromthefollowing: AutomotivePartsServicesGroup(TheGroup)ͲSubmitted3/25/21at2:02:58PM AutoͲWares,Inc.ͲSubmitted3/23/21at7:02:24PM BeecherEmissionSolutionTechnologies,LLCͲSubmitted3/24/21at2:33:50PM CapitalFiltrations,Inc.ͲSubmitted3/25/21at3:02:29PM DieselLaptops,LLCͲSubmitted3/25/21at2:53:30PM ELLIOTTAUTOSUPPLYCO.,INC.ͲSubmitted3/22/21at1:39:30PM GeneralMotorsACDelcoͲSubmitted3/24/21at2:30:53PM GenuinePartsCompanydbaNAPAAutoPartsͲSubmitted3/24/21/at12:40:50PM IEHAutoParts,LLCͲSubmitted3/25/21at10:54:57AM ImperialSuppliesHolding,Inc.ͲSubmitted3/25/21at1:01:10PM InterstateBatteries,Inc.ͲSubmitted3/24/21at8:39:34PM JasperEngineExchangeͲSubmitted3/25/21at6:44:17AM NewYorkBusSales,LLCͲSubmitted3/24/21at12:05:46PM O'ReillyAutoEnterprises,LLCͲSubmitted3/25/21at11:44:45AM PaccarParts(PACCAR,Inc.)ͲSubmitted3/24/21at10:11:51AM WastebuiltEnvironmentalSolutions,LLCͲSubmitted3/25/21at10:22:10AM WhelenEngineeringCompany,Inc.ͲSubmitted3/22/21at9:30:29AM TheProposalswereopenedelectronically,andalistofallProposerswasmadepubliclyavailableinthe SourcewellProcurementPortal,onMarch25,2021,at4:41:21PMCT.Allresponsiveproposalswere thensubmittedforreviewbytheSourcewellEvaluationCommittee. ____________________________________________________________________ ChrisRobinson,CPSM,ProcurementManagerCarolJackson,ProcurementAnalyst Automotive Parts Services Group (The Group)Auto-Wares Inc.Beecher Emission Solution Technologies, LLCCapital Filtrations Inc Diesel Laptops, LLC ELLIOTT AUTO SUPPLY CO INC General Motors ACDelcoGenuine Parts Company dba NAPA Auto PartsIEH Auto Parts LLCPossible PointsConformance to RFP Requirements5039 33 38 37 33 40 40 44 44 Pricing400323 281 291 311 261 326 311 335 330 Financial Viability and Marketplace Success7558 53 51 51 55 58 61 68 65 Ability to Sell and Deliver Service10077 64 68 59 69 79 83 90 83 Marketing Plan5034 31 36 34 33 39 38 46 44 Value Added Attributes7555 51 53 56 44 56 50 64 64 Warranty5042 39 40 39 36 42 42 41 43 Depth and Breadth of Offered Equipment, Products, or Services200181 165 131 139 105 173 163 184 175 Total Points 1,000 809 717 708 726 636 813 788 872 848Rank Order7151614176912Imperial Supplies Holdings Inc Interstate Batteries, INC. Jasper Engine Exchange New York Bus Sales, LLC O'Reilly Auto Enterprises LLC Paccar Parts (PACCAR, Inc.)Wastebuilt Environmental Solutions LLCWhelen Engineering Company Inc.Possible PointsConformance to RFP Requirements5040 36 42 43 40 39 35 37 Pricing400334 334 336 326 333 286 312 321 Financial Viability and Marketplace Success7564 56 64 57 59 64 57 60 Ability to Sell and Deliver Service10083 79 82 74 83 83 79 78 Marketing Plan5042 34 43 40 40 35 40 33 Value Added Attributes7564 60 59 60 60 66 39 57 Warranty5041 40 41 41 43 39 37 38 Depth and Breadth of Offered Equipment, Products, or Services200163 134 169 154 175 168 155 141 Total Points 1,000 831 773 836 795 833 780 754 765Rank Order511 3 8 4101312James Voelker, CPCM, CFCM, Procurement Lead Analyst Michael Munoz, CPPB, Procurement Analyst Steff Haataja, CPIM, Procurement AnalystTom Sharbonno, 3URFXUHPHQW$QDO\VWProposal EvaluationAftermarket Vehicle Parts and Supplies RFP #032521 COMMENT AND REVIEW to the REQUEST FOR PROPOSAL (RFP) #032521 Entitled Aftermarket Vehicle Parts and Supplies The following advertisement was placed February 4, 2021 in USA Today, in South Carolina’s The State, and on the Sourcewell website www.sourcewell-mn.gov, Sourcewell Procurement Portal https://proportal.sourcewell- mn.gov, Biddingo, Merx, The New York State Contract Reporter www.nyscr.ny.gov, PublicPurchase.com, and February 5, 2021 in Oregon’s Daily Journal of Commerce: Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aftermarket Vehicle Parts and Supplies to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than March 25, 2021, at 4:30 p.m. Central Time, and late proposals will not be considered. The solicitation process was conducted through the Sourcewell Procurement Portal. The following parties expressed interest in the solicitation by registering for this opportunity within the portal: A&A Auto Parts Stores, Inc. Interior Offroad Equipment Advance Auto Parts Interstate Batteries, Inc. Air Technology Solutions Jasper Engine Exchange Ample, Inc. Kustom Signals, Inc. Auto-Wares, Inc. MONACO Group Automotive, Inc. Automotive Parts Services Group (The Group) Napa Auto Parts Beecher Emission Solution Technologies, LLC Navistar, Inc. Blue Bird Body Company Nesco, LLC Brigade Electronics, Inc. New York Bus Sales, LLC Broadway Ford Truck Sales, Inc. O'Reilly Auto Enterprises, LLC dba O’Reilly Auto Parts Capital Filtrations, Inc. Paccar Parts (PACCAR, Inc.) Chevin Fleet Solutions, LLC Pavement Technologies International Corp. ClipperCreek, Inc. ProLogic ITS, LLC Sourcewell Page 2 of 5 Diesel Laptops, LLC Rocky Mountain Truck Accessories DPF Regeneration .com, LLC Savvas Learning Company ELLIOTT AUTO SUPPLY CO., INC. SnoDepot Equipment Works Inc., LLC Star Fabrication G & J Diesel Sales and Service Stephen Wade Auto Center General Motors ACDelco TVH Parts Co. Genuine Parts Company dba NAPA Auto Parts Uberwurx, LLC Global Direct Resources Valor Industries IEH Auto Parts, LLC dba Auto Plus Auto Parts Vehicle Maintenance Program Imperial Supplies LLC Wastebuilt Environmental Solutions, LLC Industrial Power, LLC Whelen Engineering Company, Inc. All Proposals remained sealed within the Sourcewell Procurement Portal until the scheduled due date and time. Proposals were electronically opened, and the list of all Proposers was made publicly available on the Sourcewell Procurement Portal, on March 25, 2021, at 4:41:21 pm CT. Proposals were received from the following: Automotive Parts Services Group (The Group) Auto-Wares, Inc. Beecher Emission Solution Technologies, LLC Capital Filtrations, Inc. Diesel Laptops, LLC ELLIOTT AUTO SUPPLY CO., INC. General Motors ACDelco Genuine Parts Company dba NAPA Auto Parts IEH Auto Parts, LLC dba Auto Plus Auto Parts Imperial Supplies LLC Interstate Batteries, Inc. Jasper Engine Exchange New York Bus Sales, LLC O'Reilly Auto Enterprises, LLC dba O’Reilly Auto Parts Paccar Parts (PACCAR, Inc.) Wastebuilt Environmental Solutions, LLC Whelen Engineering Company, Inc. Proposals were reviewed by the Proposal Evaluation Committee: James Voelker, CPCM, CFCM, Procurement Lead Analyst Michael Munoz, CPPB, Procurement Analyst Tom Sharbonno, Procurement Analyst Stephanie Haataja, CPIM, Procurement Analyst The findings of the Proposal Evaluation Committee are summarized as follows: The Proposal Evaluation Committee applied the Sourcewell RFP evaluation criteria and determined that all proposal responses met the scope and mandatory submittal requirements and were evaluated. Sourcewell Page 3 of 5 Genuine Parts Company, dba NAPA Auto Parts, is a distributor and service provider of a full catalog of aftermarket automotive parts. These products are made available to Sourcewell participating entities in the United States and Canada by 60 distribution centers and over 6,600 independent and NAPA owned retail stores. NAPA products are also made available through the NAPA online and NAPA Prolink ordering systems. The aftermarket automotive parts proposed by NAPA are being provided at competitive discounts from MSRP. IEH Auto Parts, dba Auto Plus Auto Parts, is a full line distributor of automotive and truck parts. They are ready to provide their parts and services to Sourcewell participating entities in the United States through their network of 25 distribution centers and over 1,000 company and independently owned stores. They offer participating entities the ability to integrate their parts catalog into a multitude of shop management systems. IEH Auto Parts offers solid discounts and promotional pricing programs to participating entities. Imperial Supplies, LLC, provides a broad offering of vehicle maintenance parts, fleet maintenance equipment, supplies, and tools. Imperial Supplies guarantees a 98% fill rate to Sourcewell participating entities in the United States through their regionally aligned distribution centers. Their products are all available via e-procurement with the ability to integrate with numerous platforms. Imperial Supplies offers participating entities competitive pricing discounts. Jasper Holdings, Inc., is a direct to market manufacturer and supplier of automotive, medium-duty, and heavy- duty parts and supplies. Jasper Holdings maintains a large sales and service force with 115 branch locations to support the needs of participating entities in the United States. They also maintain a fleet of company owned trucks to replenish their branch locations and provide delivery to participating entities in the continental United States. They are offering significant discounts off MSRP to Sourcewell participating entities. O'Reilly Auto Enterprises, LLC, dba O’Reilly Auto Parts, is a reseller of over 900 brands, offering Sourcewell participating entities a wide selection of aftermarket automotive parts for both domestic and imported automobiles, vans, and trucks. The products are being provided through 28 distribution centers and over 5,000 O’Reilly owned and operated stores in the United States. Additionally, O’Reilly offers online ordering via their online ordering system, First Call. All products and services offered on contract are provided at considerable discounts off the standard list price with additional discounted payment terms available. For these reasons, the Sourcewell Proposal Evaluation Committee recommends award of Sourcewell Contract #032521 to: Genuine Parts Company dba NAPA Auto Parts #032521-GPC IEH Auto Parts dba Auto Plus Auto Parts #032521-PEP Imperial Supplies LLC #032521-IMP Jasper Holdings Inc. #032521-JAS O'Reilly Auto Enterprises, LLC dba O’Reilly Auto Parts #032521-ORA The preceding recommendations were approved on May 10, 2021. Sourcewell Page 4 of 5 ______________________________________________ James Voelker, CPCM, CFCM, Procurement Lead Analyst _________________________________________ Michael Munoz, CPPB, Procurement Analyst __________________________________________ Tom Sharbonno, Procurement Analyst ________________________________________ Stephanie Haataja, CPIM, Procurement Analyst Sourcewell Page 5 of 5 STATEMENT OF COMPLIANCE As Chief Procurement Officer for Sourcewell, I have reviewed the recommendation of the Evaluation Committee and the accompanying support materials documenting the process followed for RFP #032521 for Aftermarket Vehicle Parts and Supplies. The committee accepted, deemed responsive, evaluated, and recommended proposals for award. Under authority granted to the Chief Procurement Officer in Sourcewell’s bylaws, the recommendations set forth above are approved. I hereby certify: 1. Sourcewell is a government agency, created and authorized by Minnesota law to provide cooperative procurement contracts. 2. The procurement process and resulting contracts have been awarded in compliance with the laws of the State of Minnesota (Minnesota Statutes Chapter 471 and Minnesota Statutes Section 123A.21), and in conformity to Sourcewell’s Procurement Policy. Jeremy Schwartz, CSSBB, CPPO Chief Procurement Officer APPENDIX A SOURCEWELL PROCUREMENT DEPARTMENT BOARD ITEMS ‐November 2020 Facility Security Systems, Equipment, and Services with Related Components, Software and Supplies Multi‐Function Copiers, Printers, and Equipment Applicable to Scanned Data Management and Image Duplication NEW CONTRACTS Doosan Industrial Vehicle 091520‐DIV "Forklifts and Lift Trucks with Related Services" Hyundai Construction Equipment 091520‐HCE "Forklifts and Lift Trucks with Related Services" Mitsubishi Caterpillar Forklift America 091520‐MCF "Forklifts and Lift Trucks with Related Services" Phoenix Business, Inc. 090320‐PNX "Public Sector and Education Administration Software Solutions with Related Services" Dude Solutions 090320‐SDI "Public Sector and Education Administration Software Solutions with Related Services" eSolutionsGroup, Limited 090320‐ESL "Public Sector and Education Administration Software Solutions with Related Services" Hyland Software 090320‐HYL "Public Sector and Education Administration Software Solutions with Related Services" Konica Minolta 090320‐KON "Public Sector and Education Administration Software Solutions with Related Services" PowerSchool Group 090320‐POW "Public Sector and Education Administration Software Solutions with Related Services" Tyler Technologies 090320‐TTI "Public Sector and Education Administration Software Solutions with Related Services" 5th YEAR RENEWALS (CONTRACT EXTENSIONS) Lightspeed Technologies 111616‐LTI "Classroom Audio Technology Equipment with Related Accessories, Services and Supplies" LilyPad EV 051017‐LPE "Electric Vehicle Supply Equipment and Related Services" Zeco Systems dba Greenlots 051017‐ZSI "Electric Vehicle Supply Equipment and Related Services" Landscape Structures 030117‐LSI "Recreation and Playground Equipment, Accessories and Supplies" PlayPower 030117‐LTS "Recreation and Playground Equipment, Accessories and Supplies" Spohn Ranch 030117‐SRI "Recreation and Playground Equipment, Accessories and Supplies" ReCollect Systems 041217‐RCS "Solid Waste and Recycling Collection and Transport Equipment with Related Equipment, Supplies and Accessories" Quadient, Inc. 041917‐NPI "Mailing and Postage Equipment with Related Software, Accessories, Services and Supplies" NEW ezIQC CONTRACTS Company Name Contract Number State ‐ Region ‐ Type of Work The Matthews Group, Inc. WA‐DC‐GC01‐100120‐TMG General Construction Centennial Contractors Enterprises WA‐DC‐GC02‐100120‐CCE General Construction S‐Works Construction Corporation WA‐DC‐GC03‐100120‐SWC General Construction Vigil Contracting, Inc. WA‐DC‐GC04‐100120‐VGL General Construction HITT Contracting WA‐DC‐GC05‐100120‐HCI General Construction F.H. Paschen WA‐DC‐GC06‐100120‐FHP General Construction Vigil Contracting, Inc. WA‐DC‐M01‐100120‐VGL Mechanical HVAC Construction Adrian L. Merton Inc. WA‐DC‐M02‐100120‐ALM Mechanical HVAC Construction Paige Industrial Services, Inc WA‐DC‐M03‐100120‐PAI Mechanical HVAC Construction Vigil Contracting, Inc. WA‐DC‐E01‐100120‐VGL Electrical Construction Paige Industrial Services, Inc WA‐DC‐E02‐100120‐PAI Electrical Construction ‐No Contract Awarded Electrical Construction Vigil Contracting, Inc. WA‐DC‐P01‐100120‐VGL Plumbing Construction Adrian L. Merton Inc. WA‐DC‐P02‐100120‐ALM Plumbing Construction Paige Industrial Services, Inc WA‐DC‐P03‐100120‐PAI Plumbing Construction ezIQC RENEWALS Platinum Roofing, Inc KS‐W‐R01‐111319‐PLRCONSENT AGENDA ITEMSAftermarket Parts & Accessories for Light, Medium, and Heavy Vehicles with Related Supplies & Services Requesting Board permission to Re‐Solicit the following categories: Requesting Board permission to Solicit the following categories: APPENDIX A Continued Straub Construction Company, Inc. KS‐E‐GC01‐111319‐STC BKM Construction LLC KS‐E‐GC02‐111319‐BKM MTS Contracting, Inc KS‐E‐GC03‐111319‐MTS Platinum Roofing, Inc KS‐E‐R01‐111319‐PLR RoofConnect Logistics, Inc KS‐E‐R02‐111319‐RCL BKM Construction LLC KS‐W‐GC01‐111319‐BKM RoofConnect Logistics, Inc KS‐W‐R02‐111319‐RCL Julius Kaaz Construction Company, Inc. MO‐KC‐GC01‐111319‐JKC BKM Construction LLC MO‐KC‐GC02‐111319‐BKM MTS Contracting, Inc MO‐KC‐GC03‐111319‐MTS Straub Construction Company, Inc.MO‐KC‐GC04‐111319‐STC Julius Kaaz Construction Company, Inc. MO‐KC‐P01‐111319‐JKC Platinum Roofing, Inc MO‐KC‐R01‐111319‐PLR RoofConnect Logistics, Inc MO‐KC‐R02‐111319‐RCL SOURCEWELL STATE OF MINNESOTA Member ____________ moved the adoption of the following Resolution: RESOLUTION TO RATIFY COOPERATIVE CONTRACTING AWARDS Resolution No. 2021-15 WHEREAS, the Sourcewell Board of Directors previously authorized the solicitations for the cooperative categories listed on Appendix A, which is attached and incorporated; and WHEREAS, Sourcewell issued the cooperative contracting solicitations for the authorized categories; and WHEREAS, through the Sourcewell Procurement Policy, the Board designated the Chief Procurement Officer to administer Sourcewell’s cooperative purchasing and contracting program and to award all competitively solicited contracts, without limitation; and WHEREAS, the Chief Procurement Officer made the awards listed based on the results of the competitive solicitation process; and WHEREAS, the Board acknowledges that the awards made by the Chief Procurement Officer are valid and binding; however, based upon some members’ legal requirements the Chief Procurement Official is required to seek subsequent Board ratification of all cooperative purchasing awards. NOW THEREFORE BE IT RESOLVED by the Board of Directors ratifies the cooperative contracting awards made by the Chief Procurement Officer listed on Appendix A. The motion for the adoption of the foregoing resolution was duly seconded by Member______________ and the following voted in favor: (list names here) and the following voted against: (list names here or “NONE”) whereupon said resolution was declared duly passed and adopted. ATTEST: _________________________________ Clerk to the Board of Directors APPENDIXA SOURCEWELLPROCUREMENTDEPARTMENT BOARDITEMSͲJune2021 NEWCONTRACTS SupplierName ContractNumber SolicitationTitle AutoPlusAutoParts 032521ͲPEP "AftermarketVehiclePartsandSupplies" ImperialSupplies,LLC 032521ͲIMP "AftermarketVehiclePartsandSupplies" JasperHoldings,Inc. 032521ͲJAS "AftermarketVehiclePartsandSupplies" NAPAAutoParts 032521ͲGPC "AftermarketVehiclePartsandSupplies" O'ReillyAutoParts 032521ͲORA "AftermarketVehiclePartsandSupplies" CascadeEngineering,Inc. 041521ͲCEI "PlasticRefuseandRecyclingContainerswithRelatedTechnologySolutions" ReCollectSystems,Inc. 041521ͲRCS "PlasticRefuseandRecyclingContainerswithRelatedTechnologySolutions" RehrigPacificCompany 041521ͲREH "PlasticRefuseandRecyclingContainerswithRelatedTechnologySolutions" Toter,LLC 041521ͲTOT "PlasticRefuseandRecyclingContainerswithRelatedTechnologySolutions" Eduporium,Inc. 040121ͲEDU "STEMCurriculumSolutionsandEquipmentwithRelatedAccessories,SuppliesandServices" H2IGroup 040121ͲH2I "STEMCurriculumSolutionsandEquipmentwithRelatedAccessories,SuppliesandServices" LakeshoreLearningMaterials040121ͲLSH "STEMCurriculumSolutionsandEquipmentwithRelatedAccessories,SuppliesandServices" PalmerHamilton,LLC 040121ͲPHL "STEMCurriculumSolutionsandEquipmentwithRelatedAccessories,SuppliesandServices" ProphetCorp./STEMSupplies 040121ͲSTM "STEMCurriculumSolutionsandEquipmentwithRelatedAccessories,SuppliesandServices" SidToolCo./MSCIndustrialSupply 040121ͲMSI "STEMCurriculumSolutionsandEquipmentwithRelatedAccessories,SuppliesandServices" STEMForKids 040121ͲSFK "STEMCurriculumSolutionsandEquipmentwithRelatedAccessories,SuppliesandServices" BoxGangManufacturing 040621ͲBXG "BulkSolidWasteandRecyclingEquipment" HolͲMacCorporation 040621ͲHMC "BulkSolidWasteandRecyclingEquipment" MarathonEquipmentCompany 040621ͲMEC "BulkSolidWasteandRecyclingEquipment" PetersenIndustries,Inc. 040621ͲPII "BulkSolidWasteandRecyclingEquipment" WastequipManufacturingCompany,LLC 040621ͲWQI "BulkSolidWasteandRecyclingEquipment" FacilityOptimizationSolutions,LLC 050421ͲFAC "JOCorIQCCProgramManagementConsultingServices" TheGordianGroup,Inc. 050421ͲGGI "JOCorIQCCProgramManagementConsultingServices" CONTRACTEXTENSIONS SupplierName ContractNumber SolicitationTitle APiNationalServiceGroup031517ͲAPI "FacilitySecurityEquipment,SystemsandServiceswithRelatedEquipmentandSupplies" TheToroCompany 062117ͲTTC "GroundsMaintenanceEquipment,Attachments,AccessoriesandRelatedServices" BanditIndustries,Inc. 062117ͲBAN "GroundsMaintenanceEquipment,Attachments,AccessoriesandRelatedServices" KubotaTractorCorporation 062117ͲKBA "GroundsMaintenanceEquipment,Attachments,AccessoriesandRelatedServices" Deere&Company 062117ͲDAC "GroundsMaintenanceEquipment,Attachments,AccessoriesandRelatedServices" Morbark,LLC 062117ͲMBI "GroundsMaintenanceEquipment,Attachments,AccessoriesandRelatedServices" NEWezIQCCONTRACTS CompanyName ContractNumber StateͲRegionͲTypeofWork ezIQCRENEWALS CompanyName ContractNumberCONSENTAGENDAITEMSVehicles,Cars,Vans,SUVsandLightDutyTruckswithRelatedEquipment,andAccessories RequestingBoardpermissiontoReͲSolicitthefollowingcategories: RequestingBoardpermissiontoSolicitthefollowingcategories: ExpressCourier,ShippingandLogistics RoadwayPavingEquipment DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -1- FORMAL COOPERATIVE PURCHASE AGREEMENT THIS AGREEMENT (Agreement) is made and entered into EFFECTIVE ____________________________. by and between CITY OF FRESNO, a California municipal corporation (City), and Elliott Auto Supply Co., Inc. dba Factory Motor Parts, a (Vendor). 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.The Charter for the City allows for cooperative purchase agreements for materials, supplies, equipment, and public work of improvement. The City is allowed to piggyback an existing government agency’s agreement, under Fresno City Charter 1208. The parties agree the Vendor was the lowest responsive and responsible bidder for Invitation for Bid (IFB) issued by Sourcewell (Original Government Contract).The IFB is attached hereto as Exhibit A and is incorporated herein by reference. The Parties agree that the Vendor has entered a Cooperative Purchase Contract with Elliott Auto Supply., Inc. dba Factory Motor Parts (Original Government Contract). 2. Vendor’s Obligation. Vendor shall provide those services and carry out that work described in the Original Government Contract, which is attached hereto as Exhibit B and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. 3.City’s Obligation. City shall make to the Vendor those payments described in Exhibits A and B,subject to all the terms and condition contained or incorporated herein 4.Notwithstanding the requirements that the Original Government Contract is fully binding on the Parties, the parties have agreed to modify certain non-material provisions of the Original Government Contract as applied to this Agreement between the Vendor and the City, as follows: a)City’s Insurance and Indemnity provisions attached as Exhibit D. b)Address change for the City: Notwithstanding the address and contract information for the government entity as set out in Exhibit B, the Vendor agrees that notices and invoices will be sent to: City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca 93706 Phone: (559) 621-1186 FAX: (559) 485-2167 DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -2- c) Notwithstanding anything in Exhibits A and B to the contrary, 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 dut8ies hereunder shall be Fresno County, California. d) All other provisions in the Original Government Contract are fully binding on the parties and will represent the agreement between the City and the Vendor. [Signatures follow on the next page.] DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -3- 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: Melissa Perales Purchasing Manager General Services Department No signature of City Attorney required. Standard Document #GSD-S Formal Cooperative Purchase Agreement (10-2022) has been used without modification, as certified by the undersigned. By: Tamra Torrence Senior Procurement Specialist ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy Addresses: CITY City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca 93706 Phone: (559) 621-1186 E-mail: Duane.Myers@fresno.gov Elliott Auto Supply Co., Inc dba Factory Motor Parts, a 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) Vendor: Factory Motor Parts Attention: [Name] 1380 Corporate Center Curve [City, State ZIP] Phone: (XXX) XXX-XXXX E-mail: [E-mail Address] Attachments: Exhibit A - Invitation For Bids Exhibit B - Original Government Contract Exhibit C - City’s Insurance and Indemnity 101520-FMP Rev. 8/2020 1 Solicitation Number: RFP #101520 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Elliott Auto Supply Co., Inc., dba Factory Motor Parts, 1380 Corporate Center Curve, Eagan, MN 55121 (Vendor). Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Vendor desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires December 14, 2024, unless it is cancelled sooner pursuant to Article 24. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor. C. SURVIVAL OF TERMS. Articles 11 through 16 survive the expiration or cancellation of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. Vendor’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. All Equipment and Products provided under this Contract must be new/current model. Vendor may offer close-out or refurbished Equipment or Products if they are clearly indicated in 101520-FMP Rev. 8/2020 2 Vendor’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. Vendor warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship. In addition, Vendor warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Vendor’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that is effective past the expiration of the Vendor’s warranty will be passed on to the Participating Entity. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution, Vendor will make available to Sourcewell a means to validate or authenticate Vendor’s authorized dealers, distributors, and/or resellers relative to the Equipment, Products, and Services related to this Contract. This list may be updated from time-to-time and is incorporated into this Contract by reference. It is the Vendor’s responsibility to ensure Sourcewell receives the most current version of this list. 3. PRICING All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Vendor must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. 101520-FMP Rev. 8/2020 3 Vendor must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Vendor as soon as possible and the Vendor will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Vendor may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Contract Administrator. This form is available from the assigned Sourcewell Contract Administrator. At a minimum, the request must: x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. 101520-FMP Rev. 8/2020 4 A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and be incorporated by reference. 5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Vendor understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B. PUBLIC FACILITIES. Vendor’s employees may be required to perform work at government- owned facilities, including schools. Vendor’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6. PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically, a Participating Entity will issue an order directly to Vendor. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration of this Contract; however, Vendor performance, Participating Entity payment, and any applicable warranty periods or other Vendor or Participating Entity obligations may extend beyond the term of this Contract. Vendor’s acceptable forms of payment are included in Attachment A. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. 101520-FMP Rev. 8/2020 5 B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order may be negotiated between a Participating Entity and Vendor, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C. PERFORMANCE BOND. If requested by a Participating Entity, Vendor will provide a performance bond that meets the requirements set forth in the Participating Entity’s order. D. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Participating Entity and the Vendor may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. E. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Vendor in the event of any of the following events: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the goods to be purchased; 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements; or 3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Participating Entity. F. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: x Maintenance and management of this Contract; x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. 101520-FMP Rev. 8/2020 6 B. BUSINESS REVIEWS. Vendor must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, supply issues, customer issues, and any other necessary information. 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made). The Report must contain the following fields: x Customer Name (e.g., City of Staples Highway Department); x Customer Physical Street Address; x Customer City; x Customer State/Province; x Customer Zip Code; x Customer Contact Name; x Customer Contact Email Address; x Customer Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Vendor. B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Vendor may not charge Participating Entities more than the contracted price to offset the Administrative Fee. The Vendor will submit a check payable to Sourcewell for one percent (1%) multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Sourcewell-assigned contract number in the memo and must be mailed to the address above “Attn: Accounts Receivable.” Payments must be received no later than 45 calendar days after the end of each calendar quarter. 101520-FMP Rev. 8/2020 7 Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9. AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor must promptly notify Sourcewell in writing. 10. ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld. B. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been fully executed by the parties. C. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it. D. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. E. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 11. LIABILITY Vendor must indemnify, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees, arising out of the performance of this Contract by the Vendor or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused 101520-FMP Rev. 8/2020 8 by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. 12. AUDITS Sourcewell reserves the right to review the books, records, documents, and accounting procedures and practices of the Vendor relevant to this Contract for a minimum of 6 years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. 13. GOVERNMENT DATA PRACTICES Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Vendor under this Contract. If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request. 14. INDEMNIFICATION As applicable, Vendor agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Vendor in violation of applicable patent or copyright laws. 15. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY 1. Grant of License. During the term of this Contract: a. Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use theTrademark(s) provided to Vendor by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Vendor. b. Vendor grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Vendor’s Trademarks in advertising and promotional materials for the purpose of marketing Vendor’s relationship with Sourcewell. 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to its and their respective distributors, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and 101520-FMP Rev. 8/2020 9 promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. a. Sourcewell must not alter Vendor’s Trademarks from the form provided by Vendor and must comply with Vendor’s removal requests as to specific uses of its trademarks or logos. b. Vendor must not alter Sourcewell’s Trademarks from the form provided by Sourcewell and must comply with Sourcewell’s removal requests as to specific uses of its trademarks or logos. c. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s Trademarks only in good faith and in a dignified manner consistent with such party’s use of the Trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. 4. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Vendor individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract. D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment, Products, or Services. 16. GOVERNING LAW, JURISDICTION, AND VENUE Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota. 101520-FMP Rev. 8/2020 10 17. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 18. SEVERABILITY If any provision of this Contract is found to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration or finding and must be fully performed. 19. PERFORMANCE, DEFAULT, AND REMEDIES A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Vendor will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have 30 calendar days to cure an outstanding issue. 3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Vendor must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Vendor fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed will be borne by the Vendor. B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract. Written notice of default and a reasonable opportunity to cure must be issued by the party claiming default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may: 101520-FMP Rev. 8/2020 11 x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 20. INSURANCE A. REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Vendor will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate 3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit 101520-FMP Rev. 8/2020 12 4. Umbrella Insurance. During the term of this Contract, Vendor will maintain umbrella coverage over Workers’ Compensation, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 5. Network Security and Privacy Liability Insurance. During the term of this Contract, Vendor will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Vendor’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service. Minimum limits: $2,000,000 per occurrence $2,000,000 annual aggregate Failure of Vendor to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Vendor must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Contract Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract. C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Vendor agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Vendor’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Vendor, and products and completed operations of Vendor. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. D. WAIVER OF SUBROGATION. Vendor waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other 101520-FMP Rev. 8/2020 13 insurance applicable to the Vendor or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Vendor or its subcontractors. Where permitted by law, Vendor must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention. 21. COMPLIANCE A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Vendor must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Vendor conducts with Sourcewell and Participating Entities. 22. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing. Vendor certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 23. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may also require additional requirements based on specific funding specifications. Within this Article, all 101520-FMP Rev. 8/2020 14 references to “federal” should be interpreted to mean the United States federal government. The following list only applies when a Participating Entity accesses Vendor’s Equipment, Products, or Services with United States federal funds. A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Vendor must be in compliance with all applicable Davis-Bacon Act provisions. C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of 101520-FMP Rev. 8/2020 15 not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Vendor certifies that during the term of this Contract will comply with applicable requirements as referenced above. F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Vendors must file any required certifications. Vendors must not have used federal appropriated funds to pay any 101520-FMP Rev. 8/2020 16 person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Vendors must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Vendors must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Vendor must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Vendor further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Vendor must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Vendor must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Vendor agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Vendor that are directly pertinent to Vendor’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. 101520-FMP Rev. 8/2020 17 24. CANCELLATION Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Vendor’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. 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GED)DFWRU\0RWRU3DUWV 7KH3URSRVHUGHFODUHVWKDWWKHUHLVDQDFWXDORUSRWHQWLDO&RQIOLFWRI,QWHUHVWUHODWLQJWRWKHSUHSDUDWLRQRILWVVXEPLVVLRQDQGRUWKH 3URSRVHUIRUHVHHVDQDFWXDORUSRWHQWLDO&RQIOLFWRI,QWHUHVWLQSHUIRUPLQJWKHFRQWUDFWXDOREOLJDWLRQVFRQWHPSODWHGLQWKHELG <HV1R 7KH%LGGHUDFNQRZOHGJHVDQGDJUHHVWKDWWKHDGGHQGXPDGGHQGDEHORZIRUPSDUWRIWKH%LG'RFXPHQW &KHFNWKHER[LQWKHFROXPQ,KDYHUHYLHZHGWKLVDGGHQGXPEHORZWRDFNQRZOHGJHHDFKRIWKHDGGHQGD )LOH1DPH ,KDYHUHYLHZHGWKH EHORZDGGHQGXPDQG DWWDFKPHQWV LI DSSOLFDEOH 3DJHV $GGHQGXPB2(0$XWRPRWLYH3DUWVB5)3B )UL2FWREHU 30 $GGHQGXPB2(0$XWRPRWLYH3DUWVB5)3B 7KX6HSWHPEHU 30 $GGHQGXPB2(0$XWRPRWLYH3DUWVB5)3B 7KX6HSWHPEHU 30 Bid Number: RFP 101520 Vendor Name: ELLIOTT AUTO SUPPLY CO INC DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -1- FORMAL COOPERATIVE PURCHASE AGREEMENT THIS AGREEMENT (Agreement) is made and entered into EFFECTIVE ____________________________. by and between CITY OF FRESNO, a California municipal corporation (City), and Ford Motor Company, a (Vendor). 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.The Charter for the City allows for cooperative purchase agreements for materials, supplies, equipment, and public work of improvement. The City is allowed to piggyback an existing government agency’s agreement, under Fresno City Charter 1208. The parties agree the Vendor was the lowest responsive and responsible bidder for Invitation for Bid (IFB) issued by Sourcewell (Original Government Contract).The IFB is attached hereto as Exhibit A and is incorporated herein by reference. The Parties agree that the Vendor has entered a Cooperative Purchase Contract with Ford Motor Company (Original Government Contract). 2. Vendor’s Obligation.Vendor shall provide those services and carry out that work described in the Original Government Contract, which is attached hereto as Exhibit B and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. 3.City’s Obligation. City shall make to the Vendor those payments described in Exhibits A and B,subject to all the terms and condition contained or incorporated herein 4.Notwithstanding the requirements that the Original Government Contract is fully binding on the Parties, the parties have agreed to modify certain non-material provisions of the Original Government Contract as applied to this Agreement between the Vendor and the City, as follows: a)City’s Insurance and Indemnity provisions attached as Exhibit D. b)Address change for the City: Notwithstanding the address and contract information for the government entity as set out in Exhibit B, the Vendor agrees that notices and invoices will be sent to: City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca 93706 Phone: (559) 621-1186 FAX: (559) 485-2167 c)Notwithstanding anything in Exhibits A and B to the contrary, this Agreement shall be governed by, and construed and enforced in accordance with , the DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -2- 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 dut8ies hereunder shall be Fresno County, California. d) All other provisions in the Original Government Contract are fully binding on the parties and will represent the agreement between the City and the Vendor. [Signatures follow on the next page.] DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -3- 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: Melissa Perales Purchasing Manager General Services Department No signature of City Attorney required. Standard Document #GSD-S Formal Cooperative Purchase Agreement (10-2022) has been used without modification, as certified by the undersigned. By: Tamra Torrence Senior Procurement Specialist ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy Addresses: CITY City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca 93706 Phone: (559) 621-1186 E-mail: Duane.Myers@fresno.gov Ford Motor Company, a 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) Vendor: Ford Motor Company Attention: [Name] One American Road Dearborn, MI 48126 Phone: (XXX) XXX-XXXX E-mail: [E-mail Address] Attachments: Exhibit A - Invitation For Bids Exhibit B - Original Government Contract Exhibit C - City’s Insurance and Indemnity 101520-FMC Rev. 8/2020 1 Solicitation Number: RFP #101520 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Ford Motor Company, One American Road, Dearborn, MI 48126 (Vendor). Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Vendor desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires December 14, 2024, unless it is cancelled sooner pursuant to Article 24. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor. C. SURVIVAL OF TERMS. Articles 11 through 16 survive the expiration or cancellation of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. Vendor’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. All Equipment and Products provided under this Contract must be new/current model. Vendor may offer close-out or refurbished Equipment or Products if they are clearly indicated in 101520-FMC Rev. 8/2020 2 Vendor’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. Vendor warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship. In addition, Vendor warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Vendor’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that is effective past the expiration of the Vendor’s warranty will be passed on to the Participating Entity. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution, Vendor will make available to Sourcewell a means to validate or authenticate Vendor’s authorized dealers, distributors, and/or resellers relative to the Equipment, Products, and Services related to this Contract. This list may be updated from time-to-time and is incorporated into this Contract by reference. It is the Vendor’s responsibility to ensure Sourcewell receives the most current version of this list. 3. PRICING All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Vendor must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. 101520-FMC Rev. 8/2020 3 Vendor must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Vendor as soon as possible and the Vendor will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Vendor may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Contract Administrator. This form is available from the assigned Sourcewell Contract Administrator. At a minimum, the request must: x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. 101520-FMC Rev. 8/2020 4 A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and be incorporated by reference. 5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Vendor understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B. PUBLIC FACILITIES. Vendor’s employees may be required to perform work at government- owned facilities, including schools. Vendor’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6. PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically, a Participating Entity will issue an order directly to Vendor. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration of this Contract; however, Vendor performance, Participating Entity payment, and any applicable warranty periods or other Vendor or Participating Entity obligations may extend beyond the term of this Contract. Vendor’s acceptable forms of payment are included in Attachment A. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. 101520-FMC Rev. 8/2020 5 B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order may be negotiated between a Participating Entity and Vendor, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C. PERFORMANCE BOND. If requested by a Participating Entity, Vendor’s dealer or distributor will provide a performance bond that meets the requirements set forth in the Participating Entity’s order. D. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Participating Entity and the Vendor may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. E. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Vendor in the event of any of the following events: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the goods to be purchased; 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements; or 3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Participating Entity. F. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: x Maintenance and management of this Contract; x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. 101520-FMC Rev. 8/2020 6 B. BUSINESS REVIEWS. Vendor must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, supply issues, customer issues, and any other necessary information. 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made). The Report must contain the following fields: x Customer Name (e.g., City of Staples Highway Department); x Customer Physical Street Address; x Customer City; x Customer State/Province; x Customer Zip Code; x Customer Contact Name; x Customer Contact Email Address; x Customer Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Vendor. B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Vendor may not charge Participating Entities more than the contracted price to offset the Administrative Fee. The Vendor will submit a check payable to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Sourcewell-assigned contract number in the memo and must be mailed to the address above “Attn: Accounts Receivable.” Payments must be received no later than 45 calendar days after the end of each calendar quarter. 101520-FMC Rev. 8/2020 7 Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9. AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor must promptly notify Sourcewell in writing. 10. ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld. B. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been fully executed by the parties. C. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it. D. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. E. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 11. LIABILITY Vendor must indemnify, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees, arising out of the performance of this Contract by the Vendor or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused 101520-FMC Rev. 8/2020 8 by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. 12. AUDITS Sourcewell reserves the right to review the books, records, documents, and accounting procedures and practices of the Vendor relevant to this Contract for a minimum of 6 years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. 13. GOVERNMENT DATA PRACTICES Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Vendor under this Contract. If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request. 14. INDEMNIFICATION As applicable, Vendor agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Vendor in violation of applicable patent or copyright laws. 15. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY 1. Grant of License. During the term of this Contract: a. Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use theTrademark(s) provided to Vendor by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Vendor. b. Vendor grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Vendor’s Trademarks in advertising and promotional materials for the purpose of marketing Vendor’s relationship with Sourcewell. 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to its and their respective distributors, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and 101520-FMC Rev. 8/2020 9 promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. a. Sourcewell must not alter Vendor’s Trademarks from the form provided by Vendor and must comply with Vendor’s removal requests as to specific uses of its trademarks or logos. b. Vendor must not alter Sourcewell’s Trademarks from the form provided by Sourcewell and must comply with Sourcewell’s removal requests as to specific uses of its trademarks or logos. c. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s Trademarks only in good faith and in a dignified manner consistent with such party’s use of the Trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. 4. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Vendor individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract. D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment, Products, or Services. 16. GOVERNING LAW, JURISDICTION, AND VENUE Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota. 101520-FMC Rev. 8/2020 10 17. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 18. SEVERABILITY If any provision of this Contract is found to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration or finding and must be fully performed. 19. PERFORMANCE, DEFAULT, AND REMEDIES A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Vendor will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have 30 calendar days to cure an outstanding issue. 3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Vendor must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Vendor fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed will be borne by the Vendor. B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract. Written notice of default and a reasonable opportunity to cure must be issued by the party claiming default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may: 101520-FMC Rev. 8/2020 11 x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 20. INSURANCE A. REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Vendor will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate 3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit 101520-FMC Rev. 8/2020 12 4. Umbrella Insurance. During the term of this Contract, Vendor will maintain umbrella coverage over Workers’ Compensation, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 5. Network Security and Privacy Liability Insurance. During the term of this Contract, Vendor will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Vendor’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service. Minimum limits: $2,000,000 per occurrence $2,000,000 annual aggregate Failure of Vendor to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Vendor must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Contract Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract. C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Vendor agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Vendor’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Vendor, and products and completed operations of Vendor. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. D. WAIVER OF SUBROGATION. Vendor waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other 101520-FMC Rev. 8/2020 13 insurance applicable to the Vendor or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Vendor or its subcontractors. Where permitted by law, Vendor must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention. 21. COMPLIANCE A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Vendor must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Vendor conducts with Sourcewell and Participating Entities. 22. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing. Vendor certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 23. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may also require additional requirements based on specific funding specifications. Within this Article, all 101520-FMC Rev. 8/2020 14 references to “federal” should be interpreted to mean the United States federal government. The following list only applies when a Participating Entity accesses Vendor’s Equipment, Products, or Services with United States federal funds. A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Vendor must be in compliance with all applicable Davis-Bacon Act provisions. C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of 101520-FMC Rev. 8/2020 15 not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Vendor certifies that during the term of this Contract will comply with applicable requirements as referenced above. F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Vendors must file any required certifications. Vendors must not have used federal appropriated funds to pay any 101520-FMC Rev. 8/2020 16 person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Vendors must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Vendors must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Vendor must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Vendor further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Vendor must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Vendor must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Vendor agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Vendor that are directly pertinent to Vendor’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. 101520-FMC Rev. 8/2020 17 24. CANCELLATION Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Vendor’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. Sourcewell Ford Motor Company By: __________________________ By: __________________________ Jeremy Schwartz Frederieck Toney Title: Director of Operations & Procurement/CPO Title: Vice President Date: ________________________ Date: ________________________ Approved: By: __________________________ Chad Coauette Title: Executive Director/CEO Date: ________________________ 5)32(0$XWRPRWLYH3DUWVDQG6XSSOLHV 9HQGRU'HWDLOV &RPSDQ\1DPH )RUG&XVWRPHU6HUYLFH'LYLVLRQ 'RHV\RXUFRPSDQ\FRQGXFW EXVLQHVVXQGHUDQ\RWKHUQDPH",I \HVSOHDVHVWDWH )RUG0RWRU&RPSDQ\ $GGUHVV H[HFXWLYH3OD]D'ULYH 'HDUERUQPLFKLJDQ &RQWDFW .HYLQ1DUR (PDLO NQDUR#IRUGFRP 3KRQH +67 6XEPLVVLRQ'HWDLOV &UHDWHG2Q 7KXUVGD\2FWREHU 6XEPLWWHG2Q :HGQHVGD\2FWREHU 6XEPLWWHG%\ .HYLQ1DUR (PDLO NQDUR#IRUGFRP 7UDQVDFWLRQ D DDHGEIHIDFHGD 6XEPLWWHU V,3$GGUHVV Bid Number: RFP 101520 Vendor Name: Ford Customer Service Division 6SHFLILFDWLRQV 7DEOH 3URSRVHU,GHQWLW\ $XWKRUL]HG5HSUHVHQWDWLYHV *HQHUDO,QVWUXFWLRQV DSSOLHVWRDOO7DEOHV 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Financial Strength and Stability - Ford O3-2020-Sales_Press-Release.pdf - Tuesday October 06, 2020 10:06:06 Marketing Plan/Samples - Ford Fleet Care and Parts Programs Support Brochure 2019.pdf - Tuesday October 06, 2020 15:56:55 WMBE/MBE/SBE or Related Certificates (optional) Warranty Information - Service parts warranty summary_2016.pdf - Tuesday October 06, 2020 16:02:39 Pricing - Sourcewell - Ford NFP pricing file 2 of 3 (2).zip - Tuesday October 06, 2020 10:50:38 Additional Document - Fleet Customer Support Guide.pdf - Tuesday October 06, 2020 15:14:01 Bid Number: RFP 101520 Vendor Name: Ford Customer Service Division 3URSRVHU V$IILGDYLW 352326(5$)),'$9,7$1'$6685$1&(2)&203/,$1&( ,FHUWLI\WKDW,DPWKHDXWKRUL]HGUHSUHVHQWDWLYHRIWKH3URSRVHUVXEPLWWLQJWKHIRUHJRLQJ3URSRVDOZLWKWKHOHJDODXWKRULW\WRELQGWKH 3URSRVHUWRWKLV$IILGDYLWDQG$VVXUDQFHRI&RPSOLDQFH 7KH3URSRVHULVVXEPLWWLQJWKLV3URSRVDOXQGHULWVIXOODQGFRPSOHWHOHJDOQDPHDQGWKH3URSRVHUOHJDOO\H[LVWVLQJRRGVWDQGLQJLQ WKHMXULVGLFWLRQRILWVUHVLGHQFH 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,QFOXGHGRQWKHJRYHUQPHQWZLGHH[FOXVLRQVOLVWVLQWKH8QLWHG6WDWHV6\VWHPIRU$ZDUG0DQDJHPHQWIRXQGDW KWWSV ZZZVDPJRYSRUWDO RU F 3UHVHQWO\GHEDUUHGVXVSHQGHGSURSRVHGIRUGHEDUPHQWGHFODUHGLQHOLJLEOHRUYROXQWDULO\H[FOXGHGIURPSURJUDPVRSHUDWHG Bid Number: RFP 101520 Vendor Name: Ford Customer Service Division E\WKH6WDWHRI0LQQHVRWD WKH8QLWHG6WDWHVIHGHUDOJRYHUQPHQWRUWKH&DQDGLDQJRYHUQPHQWDVDSSOLFDEOH RUDQ\ 3DUWLFLSDWLQJ(QWLW\9HQGRUFHUWLILHVDQGZDUUDQWVWKDWQHLWKHULWQRULWVSULQFLSDOVKDYHEHHQFRQYLFWHGRIDFULPLQDORIIHQVH UHODWHGWRWKHVXEMHFWPDWWHURIWKLVVROLFLWDWLRQ %\FKHFNLQJWKLVER[,DFNQRZOHGJHWKDW,DPERXQGE\WKHWHUPVRIWKH3URSRVHU¶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id Number: RFP 101520 Vendor Name: Ford Customer Service Division DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -1- FORMAL COOPERATIVE PURCHASE AGREEMENT THIS AGREEMENT (Agreement) is made and entered into EFFECTIVE ____________________________. by and between CITY OF FRESNO, a California municipal corporation (City), and General Motors LLC, a (Vendor). 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.The Charter for the City allows for cooperative purchase agreements for materials, supplies, equipment, and public work of improvement. The City is allowed to piggyback an existing government agency’s agreement, under Fresno City Charter 1208. The parties agree the Vendor was the lowest responsive and responsible bidder for Invitation for Bid (IFB) issued by Sourcewell (Original Government Contract).The IFB is attached hereto as Exhibit A and is incorporated herein by reference. The Parties agree that the Vendor has entered a Cooperative Purchase Contract with General Motors LLC (Original Government Contract). 2. Vendor’s Obligation.Vendor shall provide those services and carry out that work described in the Original Government Contract, which is attached hereto as Exhibit B and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. 3.City’s Obligation. City shall make to the Vendor those payments described in Exhibits A and B,subject to all the terms and condition contained or incorporated herein 4.Notwithstanding the requirements that the Original Government Contract is fully binding on the Parties, the parties have agreed to modify certain non-material provisions of the Original Government Contract as applied to this Agreement between the Vendor and the City, as follows: a)City’s Insurance and Indemnity provisions attached as Exhibit D. b)Address change for the City: Notwithstanding the address and contract information for the government entity as set out in Exhibit B, the Vendor agrees that notices and invoices will be sent to: City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca 93706 Phone: (559) 621-1186 FAX: (559) 485-2167 c)Notwithstanding anything in Exhibits A and B to the contrary, this Agreement shall be governed by, and construed and enforced in accordance with , the DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -2- 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 dut8ies hereunder shall be Fresno County, California. d) All other provisions in the Original Government Contract are fully binding on the parties and will represent the agreement between the City and the Vendor. [Signatures follow on the next page.] DRAFTGSD-S Formal Cooperative Purchase Agreement (06-2023) -3- 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: Melissa Perales Purchasing Manager General Services Department No signature of City Attorney required. Standard Document #GSD-S Formal Cooperative Purchase Agreement (10-2022) has been used without modification, as certified by the undersigned. By: Tamra Torrence Senior Procurement Specialist ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy Addresses: CITY City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca 93706 Phone: (559) 621-1186 E-mail: Duane.Myers@fresno.gov General Motors LLC, a 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) Vendor: General Motors LLC Attention: [Name] 6200 Grand Pointe Dr. Grand Blanc, MI 48439 Phone: (XXX) XXX-XXXX E-mail: [E-mail Address] Attachments: Exhibit A - Invitation For Bids Exhibit B - Original Government Contract Exhibit C - City’s Insurance and Indemnity 101520-GNL Rev. 8/2020 1 Solicitation Number: RFP #101520 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and General Motors LLC, Customer Care & Aftersales Division, 6200 Grand Pointe Dr., Grand Blanc, MI 48439 (Vendor). Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Vendor desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires December 14, 2024, unless it is cancelled sooner pursuant to Article 24. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor. C. SURVIVAL OF TERMS. Articles 11 through 16 survive the expiration or cancellation of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. Vendor’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. All Equipment and Products provided under this Contract must be new/current model. Vendor may offer close-out or refurbished Equipment or Products if they are clearly indicated in 101520-GNL Rev. 8/2020 2 Vendor’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. Vendor warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship. In addition, Vendor warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Vendor’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that is effective past the expiration of the Vendor’s warranty will be passed on to the Participating Entity. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution, Vendor will make available to Sourcewell a means to validate or authenticate Vendor’s authorized dealers, distributors, and/or resellers relative to the Equipment, Products, and Services related to this Contract. This list may be updated from time-to-time and is incorporated into this Contract by reference. It is the Vendor’s responsibility to ensure Sourcewell receives the most current version of this list. 3. PRICING All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A Participating Entity that opts to participate in Vendor’s “GM Mega Fleet” program, and/or establish a line of credit with Vendor’s third party financial services provider, will submit the Credit Application for the GM Fleet Consolidated Billing Programs form attached as an Addendum to Vendor’s Proposal which is attached hereto. The third party financial services provider will perform a credit check and underwriting to determine the Participating Entity’s creditworthiness 101520-GNL Rev. 8/2020 3 A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Vendor must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. Vendor must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Vendor as soon as possible and the Vendor will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Vendor may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Contract Administrator. This form is available from the assigned Sourcewell Contract Administrator. At a minimum, the request must: x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; 101520-GNL Rev. 8/2020 4 x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and be incorporated by reference. 5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Vendor understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B. PUBLIC FACILITIES. Vendor’s employees may be required to perform work at government- owned facilities, including schools. Vendor’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6. PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically, a Participating Entity will issue an order directly to Vendor. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly 101520-GNL Rev. 8/2020 5 note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration of this Contract; however, Vendor performance, Participating Entity payment, and any applicable warranty periods or other Vendor or Participating Entity obligations may extend beyond the term of this Contract. Vendor’s acceptable forms of payment are included in Attachment A. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order may be negotiated between a Participating Entity and Vendor, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C. PERFORMANCE BOND. Omitted. D. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Participating Entity and the Vendor may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. E. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Vendor in the event of any of the following events: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the goods to be purchased; 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements; or 3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Participating Entity. F. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. 101520-GNL Rev. 8/2020 6 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: x Maintenance and management of this Contract; x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. B. BUSINESS REVIEWS. Vendor must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, supply issues, customer issues, and any other necessary information. 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made). The Report must contain the following fields: x Customer Name (e.g., City of Staples Highway Department); x Customer Physical Street Address; x Customer City; x Customer State/Province; x Customer Zip Code; x Customer Contact Name; x Customer Contact Email Address; x Customer Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Vendor. B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Vendor may not charge Participating Entities more than the contracted 101520-GNL Rev. 8/2020 7 price to offset the Administrative Fee. The Vendor will submit a check payable to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Sourcewell-assigned contract number in the memo and must be mailed to the address above “Attn: Accounts Receivable.” Payments must be received no later than 45 calendar days after the end of each calendar quarter. Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9. AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor must promptly notify Sourcewell in writing. 10. ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld. B. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been fully executed by the parties. C. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it. D. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. E. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their 101520-GNL Rev. 8/2020 8 respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 11. LIABILITY As applicable, Vendor must indemnify, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any third party claims or causes of action, including reasonable attorneys’ fees, arising out of Vendor’s breach of this Contract; this indemnification includes injury or death to person(s) or property caused by some defect in the original design or manufacture of the Equipment, Products, or Services provided by Vendor under this Contract to the extent the Equipment, Product, or Service has been unmodified and used according to its specifications. 12. AUDITS Sourcewell reserves the right to review the books, records, documents, and accounting procedures and practices of the Vendor relevant to this Contract for a minimum of 6 years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. 13. GOVERNMENT DATA PRACTICES Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Vendor under this Contract. If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request. 14. INDEMNIFICATION As applicable, Vendor agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all third party suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person arising from Vendor’s violation of applicable patent or copyright laws. 15. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY 1. Grant of License. During the term of this Contract: 101520-GNL Rev. 8/2020 9 a. Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use theTrademark(s) provided to Vendor by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Vendor. b. Vendor grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Vendor’s Trademarks in advertising and promotional materials for the purpose of marketing Vendor’s relationship with Sourcewell. 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to its and their respective distributors, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. a. Sourcewell must not alter Vendor’s Trademarks from the form provided by Vendor and must comply with Vendor’s removal requests as to specific uses of its trademarks or logos. b. Vendor must not alter Sourcewell’s Trademarks from the form provided by Sourcewell and must comply with Sourcewell’s removal requests as to specific uses of its trademarks or logos. c. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s Trademarks only in good faith and in a dignified manner consistent with such party’s use of the Trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. 4. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Vendor individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract. 101520-GNL Rev. 8/2020 10 D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment, Products, or Services. 16. GOVERNING LAW, JURISDICTION, AND VENUE Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota. 17. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 18. SEVERABILITY If any provision of this Contract is found to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration or finding and must be fully performed. 19. PERFORMANCE, DEFAULT, AND REMEDIES A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Vendor will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have 30 calendar days to cure an outstanding issue. 3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Vendor must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Vendor fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed will be borne by the Vendor. B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 101520-GNL Rev. 8/2020 11 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract. Written notice of default and a reasonable opportunity to cure must be issued by the party claiming default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may: x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 20. INSURANCE A. REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Vendor will maintain insurance covering its operations, with coverage on an occurrence basis. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate 3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. 101520-GNL Rev. 8/2020 12 Minimum Limits: $1,000,000 each accident, combined single limit B. CERTIFICATES OF INSURANCE. At Sourcewell’s request, Vendor must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract. C. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention. 21. COMPLIANCE A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Vendor must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Vendor conducts with Sourcewell and Participating Entities. 22. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing. Vendor certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 101520-GNL Rev. 8/2020 13 23. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may also require additional requirements based on specific funding specifications. Within this Article, all references to “federal” should be interpreted to mean the United States federal government. The following list only applies when a Participating Entity accesses Vendor’s Equipment, Products, or Services with United States federal funds. A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Vendor must be in compliance with all applicable Davis-Bacon Act provisions. 101520-GNL Rev. 8/2020 14 C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Vendor certifies that during the term of this Contract will comply with applicable requirements as referenced above. F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names 101520-GNL Rev. 8/2020 15 of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Vendors must file any required certifications. Vendors must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Vendors must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Vendors must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Vendor must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Vendor further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Vendor must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Vendor must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Vendor agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Vendor that are directly pertinent to Vendor’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation 101520-GNL Rev. 8/2020 16 and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. 24. CANCELLATION Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Vendor’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. 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,QGLFDWHEHORZLIWKHOLVWHGW\SHVRUFODVVHVRIHTXLSPHQWSURGXFWVDQGVHUYLFHVDUHRIIHUHGZLWKLQ\RXUSURSRVDO3URYLGHDGGLWLRQDO FRPPHQWVLQWKHWH[WER[SURYLGHGDVQHFHVVDU\ /LQH,WHP &DWHJRU\RU7\SH <HV1R &RPPHQWV $LUௐ&RQGLWLRQLQJ <HV 1R *0ௐ2(0 $OWHUQDWRUVௐ6WDUWHUVௐ%DWWHULHVௐ(OHFWULFDOௐDQGௐ ,JQLWLRQ <HV 1R *0ௐ2(0 %HDULQJVௐௐ%DOOௐDQGௐ5ROOHU <HV 1R *0ௐ2(0 %HOWVௐ+RVHVௐ*DVNHWVௐDQGௐ6HDOV <HV 1R *0ௐ2(0 %UDNHV <HV 1R *0ௐ2(0 (PLVVLRQௐDQGௐ([KDXVW <HV 1R *0ௐ2(0 (QJLQHௐDQGௐ'ULYHௐ7UDLQ <HV 1R *0ௐ2(0 )LOWHUVௐ±ௐ2LOௐ*DVௐ$LUௐDQGௐ7UDQVPLVVLRQ <HV 1R *0ௐ2(0 +HDWLQJௐDQGௐ&RROLQJௐ (QJLQH <HV 1R *0ௐ2(0 /DPSVௐ/LJKWLQJௐDQGௐ0LUURUV <HV 1R *0ௐ2(0 2LOVௐDQGௐ/XEULFDQWVௐ±ௐ5HJXODUௐDQGௐ6\QWKHWLF <HV 1R *0ௐ2(0 3XPSVௐ±ௐ)XHOௐDQGௐ:DWHU <HV 1R *0ௐ2(0 6XVSHQVLRQௐ6KRFNVௐ6WUXWVௐDQGௐ6WHHULQJ <HV 1R *0ௐ2(0 :LSHUV:DVKHUV <HV 1R *0ௐ2(0 Bid Number: RFP 101520 Vendor Name: General Motors ACDelco Bid Number: RFP 101520 Vendor Name: General Motors ACDelco Table 15: Industry Specific Questions Line Item Question Response * 80 If you are awarded a contract, provide a few examples of internal metrics that will be tracked to measure whether you are having success with the contract. • Monthly purchases by Member and through Sourcewell contract • Year over Year purchases by Member and through Sourcewell contract • GM OE / non GM OE Parts only purchases by Member through Sourcewell contract • GM OE / non GM OE Parts Labor purchases through Sourcewell contract 81 Describe any electronic service programming subscriptions and service information available directly from the OEM along with any associated costs. Available separately from the GM Mega Fleet Program (subscription fees may apply) • GM OE Service Programming (GM TIS2Web) - See Attachment o ACDelco's Techline Information System (TIS) provides the essential tools and insight necessary in our ever-changing automotive service industry. TIS2Web is the internet-based subscription service for GM vehicle calibrations, Global Diagnostic System software, and scan tool hardware updates. o Discounted subscription as part of the GM Partner Perks Program o GM OE Service Information - See Attachment o GM Service information (GMSi) is a comprehensive collection of vehicle diagnostic and service repair manuals for GM vehicles. o GM Vehicle Diagnostic Service (1998-present) o Collision Repair Manuals (1998-present) o Frame sectioning information, panel replacement procedures, and recall information o Campaigns, service bulletins, and preliminary information for GM (1980-present) o GM Owner's Manuals and glove box supplements (2003-present) o Easy-to-use keyword/document/number search 82 Describe your ability to provide customized reports of historical purchases and participating entities accounts payable management. GM Mega Fleet program allows enrolled fleets to generate unlimited custom reports 24/7, on historical statements and invoices processed through the program. There is no cost for reports. Typical searches are for Purchase Order Number, Part Number, Labor Description, Vehicle Identification Number, Selling Dealer, Taxes and Invoice Number. However, almost every data element listed on a Dealer service/part invoice can be searched to generate a report. 83 Describe any online parts catalog and ordering capabilities that can be provided or are included. If so, identify any additional costs associated with this service. As an alternative to calling in an order to a participating dealer, some participating dealers offer an online ordering tool called Repairlink. Repairlink will allow the Sourcewell member to log into a dealer to check inventory on hand, part pricing, and to place their Sourcewell contract order electronically with the dealer. To obtain this access, the dealer will need to obtain account information from the Sourcewell member including their Sourcewell contract GM Mega Fleet account number in order to be set up for online ordering. 84 Identify the vehicle makes for which your offered parts are considered OEM. All General Motors Produced and Badged Light and Medium Duty Vehicles Including: • Chevrolet • GMC • Buick • Cadillac • Pontiac • Saturn • Oldsmobile • Hummer 85 Identify the vehicle engine types for which your products are manufactured (e.g., gasoline, diesel, CNG, propane, hybrid, electric, etc.) Parts/service available through the GM Mega Fleet program include gasoline, diesel, hybrid and electric. CNG and propane may be available at some participating dealers, but we do not have a way to identify these dealers through the program. Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text. Bid Number: RFP 101520 Vendor Name: General Motors ACDelco Documents Ensure your submission document(s) conforms to the following: 1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided. 2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell. 3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell. 4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Financial Strength and Stability - GM 2019 Annual Report.pdf - Monday October 05, 2020 15:20:15 Marketing Plan/Samples (optional) WMBE/MBE/SBE or Related Certificates (optional) Warranty Information - Warranty Information - GM OE .zip - Thursday October 15, 2020 09:59:10 Pricing - Sourcewell Contract (MegaFleet) Part Pricing Oct 2020.xlsb - Wednesday October 07, 2020 12:11:06 Additional Document - Additional Documents - GM OEM.zip - Thursday October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³6SHFLDOO\'HVLJQDWHG1DWLRQDOVDQG%ORFNHG3HUVRQV´OLVWPDLQWDLQHGE\WKH2IILFHRI)RUHLJQ$VVHWV&RQWURO RIWKH8QLWHG6WDWHV'HSDUWPHQWRIWKH7UHDVXU\IRXQGDW KWWSV ZZZWUHDVXU\JRYRIDFGRZQORDGVVGQOLVWSGI E ,QFOXGHGRQWKHJRYHUQPHQWZLGHH[FOXVLRQVOLVWVLQWKH8QLWHG6WDWHV6\VWHPIRU$ZDUG0DQDJHPHQWIRXQGDW KWWSV ZZZVDPJRYSRUWDO RU F 3UHVHQWO\GHEDUUHGVXVSHQGHGSURSRVHGIRUGHEDUPHQWGHFODUHGLQHOLJLEOHRUYROXQWDULO\H[FOXGHGIURPSURJUDPVRSHUDWHG Bid Number: RFP 101520 Vendor Name: General Motors ACDelco E\WKH6WDWHRI0LQQHVRWD WKH8QLWHG6WDWHVIHGHUDOJRYHUQPHQWRUWKH&DQDGLDQJRYHUQPHQWDVDSSOLFDEOH RUDQ\ 3DUWLFLSDWLQJ(QWLW\9HQGRUFHUWLILHVDQGZDUUDQWVWKDWQHLWKHULWQRULWVSULQFLSDOVKDYHEHHQFRQYLFWHGRIDFULPLQDORIIHQVH UHODWHGWRWKHVXEMHFWPDWWHURIWKLVVROLFLWDWLRQ %\FKHFNLQJWKLVER[,DFNQRZOHGJHWKDW,DPERXQGE\WKHWHUPVRIWKH3URSRVHU¶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id Number: RFP 101520 Vendor Name: General Motors ACDelco Rev. 2/2020 Sourcewell RFP #101520 OEM Automotive Parts and Supplies Page 1 RFP #101520 REQUEST FOR PROPOSALS for OEM Automotive Parts and Supplies Proposal Due Date: October 15, 2020, 4:30 p.m., Central Time Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for OEM Automotive Parts and Supplies to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than October 15, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. Solicitation Schedule Public Notice of RFP Published: August 27, 2020 Pre-proposal Conference: September 16, 2020, 10:00 a.m., Central Time Question Submission Deadline: October 8, 2020, 4:30 p.m., Central Time Proposal Due Date: October 15, 2020, 4:30 p.m., Central Time Late responses will not be considered. Opening: October 15, 2020, 6:30 p.m., Central Time ** ** SEE RFP SUB-SECTION V. G. “OPENING” Rev. 2/2020 Sourcewell RFP #101520 OEM Automotive Parts and Supplies Page 2 I. ABOUT SOURCEWELL PARTICIPATING ENTITIES A. SOURCEWELL Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that facilitates a competitive public solicitation and contract award process for the benefit of its 50,000+ participating entities across the United States and Canada. Sourcewell’s solicitation process complies with State of Minnesota law and policies, conforms to Canadian trade agreements, and results in cooperative contracting solutions from which Sourcewell’s Participating Entities procure equipment, products, and services. Cooperative contracting provides participating entities and vendors increased administrative efficiencies and the power of combined purchasing volume that result in overall cost savings. At times, Sourcewell also partners with other purchasing cooperatives to combine the purchasing volume of their membership into a single solicitation and contract expanding the reach of contracted vendors’ potential pool of end users. Sourcewell uses a website-based platform, the Sourcewell Procurement Portal, through which all proposals to this RFP must be submitted. B. USE OF RESULTING CONTRACTS In the United States, Sourcewell’s contracts are available for use by: • Federal and state government entities; • Cities, towns, and counties/parishes; • Education service cooperatives; • K-12 and higher education entities; • Tribal government entities; • Some nonprofit entities; and • Other public entities. In Canada, Sourcewell’s contracts are available for use by: • Provincial and territorial government departments, ministries, agencies, boards, councils, committees, commissions, and similar agencies; • Regional, local, district, and other forms of municipal government, municipal organizations, school boards, and publicly-funded academic, health, and social service entities referred to as MASH sector (this should be construed to include but not be limited to the Cities of Calgary, Edmonton, Toronto, Calgary, Ottawa, and Winnipeg), as well as any corporation or entity owned or controlled by one or more of the preceding entities; Rev. 2/2020 Sourcewell RFP #101520 OEM Automotive Parts and Supplies Page 3 • Crown corporations, government enterprises, and other entities that are owned or controlled by these entities through ownership interest; • Members of the Rural Municipalities of Alberta (RMA) and their represented Associations, Saskatchewan Association of Rural Municipalities (SARM), Saskatchewan Urban Municipalities Association (SUMA), Association of Manitoba Municipalities (AMM), Local Authority Services (LAS), Municipalities Newfoundland and Labrador (MNL), Nova Scotia Federation of Municipalities (NSFM), and Federation of Prince Edward Island Municipalities (FPEIM). For a listing of current United States and Canadian Participating Entities visit Sourcewell’s website (note: there is a tab for each country’s listing): https://www.sourcewell- mn.gov/sourcewell-for-vendors/agency-locator. Access to contracted equipment, products, or services by Participating Entities is typically through a purchase order issued directly to the applicable vendor. A Participating Entity may request additional terms or conditions related to a purchase. Use of Sourcewell contracts is voluntary and Participating Entities retain the right to obtain similar equipment, products, or services from other sources. To meet Participating Entities’ needs, public notice of this RFP has been broadly published, including notification in the United States to each state-level procurement department for possible re-posting. Proof of publication will be available at the conclusion of the solicitation process. II. EQUIPMENT, PRODUCTS, AND SERVICES A. SOLUTIONS-BASED SOLICITATION This RFP and contract award process is a solutions-based solicitation; meaning that Sourcewell is seeking equipment, products, or services that meet the general requirements of the scope of this RFP and that are commonly desired or are required by law or industry standards. B. REQUESTED EQUIPMENT, PRODUCTS, OR SERVICES It is expected that Proposers will offer a wide array of equipment, products, or services at lower prices and with better value than what they would ordinarily offer to a single government entity, a school district, or a regional cooperative. 1. Sourcewell is seeking proposals for OEM Automotive Parts and Supplies, including, but not to be limited to: a. Original equipment manufacturer (OEM) repair, replacement, maintenance parts, supplies, and services for gasoline, diesel, compressed natural gas (CNG), propane, Rev. 2/2020 Sourcewell RFP #101520 OEM Automotive Parts and Supplies Page 4 electric and hybrid automobiles, sport utility vehicles (SUV), light trucks, and motorcycles. 2. The primary focus of this solicitation is on OEM Automotive Parts and Supplies. This solicitation should NOT be construed to include: a. Aftermarket Automotive Parts and Supplies; b. Vehicle Repair and Maintenance Services only solutions c. Vehicle Installation Services 3. This solicitation does not include those equipment, products, or services covered under categories included in contracts currently maintained by Sourcewell: a. RFP #102517 Tires and Related Equipment, Supplies, and Services b. RFP #013020 Vehicle Lifts, with Garage and Fleet Maintenance Equipment Proposers may include related equipment, accessories, and services to the extent that these solutions are complementary to the equipment, products, or service(s) being proposed. Generally, the solutions for Participating Entities are turn-key solutions, providing a combination of equipment, products and services, delivery, and installation to a properly operating status. However, equipment or products only solutions may be appropriate for situations where Participating Entities possess the ability, either in-house or through local third- party contractors, to properly install and bring to operation the equipment or products being proposed. Sourcewell prefers vendors that provide a sole source of responsibility for the products and services provided under a resulting contract. If Proposer requires the use of dealers, resellers, or subcontractors to provide the products or services, the Proposal should address how the products or services will be provided to Participating Entities and describe the network of dealers, resellers, and/or subcontractors that will be available to serve Participating Entities under a resulting contract. Sourcewell desires the broadest possible selection of equipment, products, and services being proposed over the largest possible geographic area and to the largest possible cross-section of Sourcewell current and future Participating Entities. C. REQUIREMENTS It is expected that Proposers have knowledge of all applicable industry standards, laws, and regulations and possess an ability to market and distribute the equipment, products, or services to Participating Entities. Rev. 2/2020 Sourcewell RFP #101520 OEM Automotive Parts and Supplies Page 5 1. Safety Requirements. All items proposed must comply with current applicable safety or regulatory standards or codes. 2. Deviation from Industry Standard. Deviations from industry standards must be identified with an explanation of how the equipment, products, and services will provide equivalent function, coverage, performance, and/or related services. 3. New Equipment and Products. Proposed equipment and products must be for new, current model; however, Proposer may offer certain close-out equipment or products if it is specifically noted in the Pricing proposal. 4. Delivered and operational. Unless clearly noted in the Proposal, equipment and products must be delivered to the Participating Entity as operational. 5. Warranty. All equipment, products, supplies, and services must be covered by a warranty that is the industry standard or better. D. ANTICIPATED CONTRACT TERM Sourcewell anticipates that the term of any resulting contract(s) will be four (4) years. Up to two one-year extensions may be offered based on the best interests of Sourcewell and its Participating Entities. E. ESTIMATED CONTRACT VALUE AND USAGE Based on past volume of similar contracts, the estimated annual value of all transactions from contracts resulting from this RFP are anticipated to be USD $20 Million; therefore, proposers are expected to propose volume pricing. Sourcewell anticipates considerable activity under the contract(s) awarded from this RFP; however, sales and sales volume from any resulting contract are not guaranteed. F. MARKETING PLAN Proposer’s sales force will be the primary source of communication with Participating Entities. The Proposer’s Marketing Plan should demonstrate Proposer’s ability to deploy a sales force or dealer network to Participating Entities, as well as Proposer’s sales and service capabilities. It is expected that Proposer will promote and market any contract award. G. ADDITIONAL CONSIDERATIONS 1. Contracts will be awarded to Proposers able to best meet the need of Participating Entities. Proposers should submit their complete line of equipment, products, or services that are applicable to the scope of this RFP. 2. Proposers should include all relevant information in its proposal, since Sourcewell cannot consider information that is not included in the Proposal. Sourcewell reserves the right to verify Proposer’s information and may request clarification from a Proposer, including samples of the proposed equipment or products. Rev. 2/2020 Sourcewell RFP #101520 OEM Automotive Parts and Supplies Page 6 3. Depending upon the responses received in a given category, Sourcewell may need to organize responses into subcategories in order to provide the broadest coverage of the requested equipment, products, or services to Participating Entities. Awards may be based on a subcategory. 4. A Proposer’s documented negative past performance with Sourcewell or its Participating Entities occurring under a previously awarded Sourcewell contract may be considered in the evaluation of a proposal. III. PRICING A. REQUIREMENTS All proposed pricing must be: 1. Either Line-Item Pricing or Percentage Discount from Catalog Pricing, or a combination of these: a. Line-item Pricing is pricing based on each individual product or services. Each line must indicate the Vendor’s published “List Price,” as well as the “Contract Price.” b. Percentage Discount from Catalog or Category is based on a percentage discount from a catalog or list price, defined as a published Manufacturer’s Suggested Retail Price (MSRP) for the products or services. Individualized percentage discounts can be applied to any number of defined product groupings. Proposers will be responsible for providing and maintaining current published MSRP with Sourcewell, and this pricing must be included in its proposal and provided throughout the term of any Contract resulting from this RFP. 2. The Proposer’s ceiling price (Ceiling price means that the proposed pricing will be considered as the highest price for which equipment, products, or services may be billed to a Participating Entity). However, it is permissible for vendors to sell at a price that is lower than the contracted price; 3. Stated in U.S. and Canadian dollars (as applicable); and 4. Clearly understood, complete, and fully describe the total cost of acquisition (e.g., the cost of the proposed equipment, products, and services delivered and operational for its intended purpose in the Participating Entity’s location). Proposers should clearly identify any costs that are NOT included in the proposed product or service pricing. This may include items such as installation, set up, mandatory training, or initial inspection. Include identification of any parties that impose such costs and their relationship to the Proposer. Additionally, Proposers should clearly describe any unique distribution and/or delivery methods or options offered in the Proposal. B. ADMINISTRATIVE FEES Proposers are expected to pay to Sourcewell an administrative fee in exchange for Sourcewell facilitating the resulting contracts. The administrative fee is normally calculated as a percentage Rev. 2/2020 Sourcewell RFP #101520 OEM Automotive Parts and Supplies Page 7 of the total sales to Participating Entities for all contracted equipment, products, or services made during a calendar quarter, and is typically one percent (1%) to two percent (2%). In some categories, a flat fee may be an acceptable alternative. IV. CONTRACT Proposers awarded a contract will be required to execute a contract with Sourcewell (see attached template). Only those modifications the Proposer indicates in its proposal will be available for discussion. Much of the language in the Contract reflects Minnesota legal requirements and cannot be altered. Numerous and/or onerous exceptions that contradict Minnesota law may result in the Proposal being disqualified from further review and evaluation. To request a modification to the Contract terms, conditions, or specifications, a Proposer must complete and submit the Exceptions to Terms, Conditions, or Specifications table, with all requested modifications, through the Sourcewell Procurement Portal at the time of submitting the Proposer’s Proposal. Exceptions must: 1. Clearly identify the affected article and section, and 2. Clearly note what language is requested to be modified. Unclear requests will be automatically denied. Only those exceptions that have been accepted by Sourcewell will be included in the contract document provided to the awarded vendor for signature. If a Proposer receives a contract award resulting from this solicitation it will have up to 30 days to sign and return the contract. After that time, at Sourcewell’s sole discretion, the contract award may be revoked. V. RFP PROCESS A. PRE-PROPOSAL CONFERENCE Sourcewell will hold an optional, non-mandatory pre-proposal conference via webcast on the date and time noted on page one of this RFP and on the Sourcewell Procurement Portal. The purpose of this conference is to allow potential Proposers to ask questions regarding this RFP and Sourcewell’s competitive contracting process. Information about the webcast will be sent to all entities that have registered for this solicitation opportunity through their Sourcewell Procurement Portal Vendor Account. Pre-proposal conference attendance is optional. B. QUESTIONS REGARDING THIS RFP AND ORAL COMMUNICATION Questions regarding this RFP must be submitted through the Sourcewell Procurement Portal. The deadline for submission of questions is found in the Solicitation Schedule and on the Sourcewell Procurement Portal. Answers to questions will be issued through an addendum to Rev. 2/2020 Sourcewell RFP #101520 OEM Automotive Parts and Supplies Page 8 this RFP. Repetitive questions will be summarized into a single answer and identifying information will be removed from the submitted questions. All questions, whether specific to a Proposer or generally related to the RFP, must be submitted using this process. Do not contact individual Sourcewell staff to ask questions or request information as this may disqualify the Proposer from responding to this RFP. Sourcewell will not respond to questions submitted after the deadline. C. ADDENDA Sourcewell may modify this RFP at any time prior to the proposal due date by issuing an addendum. Addenda issued by Sourcewell become a part of the RFP and will be delivered to potential Proposers through the Sourcewell Procurement Portal. Sourcewell accepts no liability in connection with the delivery of any addenda. Before a proposal will be accepted through the Sourcewell Procurement Portal, all addenda, if any, must be acknowledged by the Proposer by checking the box for each addendum. It is the responsibility of the Proposer to check for any addenda that may have been issued up to the solicitation due date and time. If an addendum is issued after a Proposer submitted its proposal, the Sourcewell Procurement Portal will WITHDRAW the submission and change the Proposer’s proposal status to INCOMPLETE. The Proposer can view this status change in the “MY BIDS” section of the Sourcewell Procurement Portal Vendor Account. The Proposer is solely responsible to check the “MY BIDS” section of the Sourcewell Procurement Portal Vendor Account periodically after submitting its Proposal (and up to the Proposal due date). If the Proposer’s Proposal status has changed to INCOMPLETE, the Proposer is solely responsible to: i) make any required adjustments to its proposal; ii) acknowledge the addenda; and iii) ensure the re-submitted proposal is received through the Sourcewell Procurement Portal no later than the Proposal Due Date and time shown in the Solicitation Schedule above. D. PROPOSAL SUBMISSION Proposer’s complete proposal must be submitted through the Sourcewell Procurement Portal no later than the date and time specified in the Solicitation Schedule. Any other form of proposal submission, whether electronic, paper, or otherwise, will not be considered by Sourcewell. Late proposals will not be considered. It is the Proposer’s sole responsibility to ensure that the proposal is received on time. It is recommended that Proposers allow sufficient time to upload the proposal and to resolve any issues that may arise. The time and date that a Proposal is received by Sourcewell is solely determined by the Sourcewell Procurement Portal web clock. Rev. 2/2020 Sourcewell RFP #101520 OEM Automotive Parts and Supplies Page 9 In the event of problems with the Sourcewell Procurement Portal, follow the instructions for technical support posted in the portal. It may take up to twenty-four (24) hours to respond to certain issues. Upon successful submission of a proposal, the Portal will automatically generate a confirmation email to the Proposer. If the Proposer does not receive a confirmation email, contact Sourcewell’s support provider at support@bidsandtenders.ca. To ensure receipt of the latest information and updates via email regarding this solicitation, or if the Proposer has obtained this solicitation document from a third party, the onus is on the Proposer to create a Sourcewell Procurement Portal Vendor Account and register for this solicitation opportunity. Within the Procurement Portal, all proposals must be digitally acknowledged by an authorized representative of the Proposer attesting that the information contained in in the proposal is true and accurate. By submitting a proposal, Proposer warrants that the information provided is true, correct, and reliable for purposes of evaluation for potential contract award. The submission of inaccurate, misleading, or false information is grounds for disqualification from a contract award and may subject the Proposer to remedies available by law. E. GENERAL PROPOSAL REQUIREMENTS Proposals must be: • In substantial compliance with the requirements of this RFP or it will be considered nonresponsive and be rejected. • Complete. A proposal will be rejected if it is conditional or incomplete. • Submitted in English. • Valid and irrevocable for 90 days following the Proposal Due Date. Any and all costs incurred in responding to this RFP will be borne by the Proposer. F. PROPOSAL WITHDRAWAL Prior to the proposal deadline, a Proposer may withdraw its proposal. G. OPENING The Opening of Proposals will be conducted electronically through the Sourcewell Procurement Portal. A list of all Proposers will be made publicly available in the Sourcewell Procurement Portal after the Proposal Due Date, but no later than the Opening time listed in the Solicitation Schedule. Rev. 2/2020 Sourcewell RFP #101520 OEM Automotive Parts and Supplies Page 10 To view the list of Proposers, verify that the Sourcewell Procurement Portal opportunities list search is set to “All” or “Closed.” The solicitation status will automatically change to “Closed” after the Proposal Due Date and Time. VI. EVALUATION AND AWARD A. EVALUATION It is the intent of Sourcewell to award one or more contracts to responsive and responsible Proposer(s) offering the best overall quality, selection of equipment, products, and services, and price that meet the commonly requested specifications of Sourcewell and its Participating Entities. The award(s) will be limited to the number of Proposers that Sourcewell determines is necessary to meet the needs of Participating Entities. Factors to be considered in determining the number of contracts to be awarded in any category may include the following: • The number of and geographic location of: o Proposers necessary to offer a comprehensive selection of equipment, products, or services for Participating Entities’ use. o A Proposer’s sales and service network to assure availability of product supply and coverage to meet Participating Entities’ anticipated needs. • Total evaluation scores. • The attributes of Proposers, and their equipment, products, or services, to assist Participating Entities achieve environmental and social requirements, preferences, and goals. Information submitted as part of a proposal should be as specific as possible when responding to the RFP. Do not assume Sourcewell’s knowledge about a specific vendor or product. B. AWARD(S) Award(s) will be made to the Proposer(s) whose proposal conforms to all conditions and requirements of the RFP, and consistent with the award criteria defined in this RFP. Sourcewell may request written clarification of a proposal at any time during the evaluation process. Proposal evaluation will be based on the following scoring criteria and the Sourcewell Evaluator Scoring Guide (available in the Sourcewell Procurement Portal): Conformance to RFP Requirements 50 Financial Viability and Marketplace Success 75 Ability to Sell and Deliver Service 100 Marketing Plan 50 Value Added Attributes 75 Warranty 50 Depth and Breadth of Offered Equipment, Products, or Services 200 Rev. 2/2020 Sourcewell RFP #101520 OEM Automotive Parts and Supplies Page 11 Pricing 400 TOTAL POINTS 1000 C. PROTESTS OF AWARDS Any protest made under this RFP by a Proposer must be in writing, addressed to Sourcewell’s Executive Director, and delivered to the Sourcewell office located at 202 12th Street NE, P.O. Box 219, Staples, MN 56479. The protest must be received no later than 10 calendar days’ following Sourcewell’s notice of contract award(s) or non-award and must be time stamped by Sourcewell no later than 4:30 p.m., Central Time. A protest must include the following items: • The name, address, and telephone number of the protester; • The original signature of the protester or its representative; • Identification of the solicitation by RFP number; • A precise statement of the relevant facts; • Identification of the issues to be resolved; • Identification of the legal or factual basis; • Any additional supporting documentation; and • Protest bond in the amount of $20,000, except where prohibited by law or treaty. Protests that do not address these elements will not be reviewed. D. RIGHTS RESERVED This RFP does not commit Sourcewell to award any contract and a proposal may be rejected if it is nonresponsive, conditional, incomplete, conflicting, or misleading. Proposals that contain false statements or do not support an attribute or condition stated by the Proposer may be rejected. Sourcewell reserves the right to: • Modify or cancel this RFP at any time; • Reject any and all proposals received; • Reject proposals that do not comply with the provisions of this RFP; • Select, for contracts or for discussion, a proposal other than that with the lowest cost; • Independently verify any information provided in a Proposal; • Disqualify any Proposer that does not meet the requirements of this RFP, is debarred or suspended by the United States or Canada, State of Minnesota, Participating Entity’s state or province; has an officer, or other key personnel, who have been charged with a serious crime; or is bankrupt, insolvent, or where bankruptcy or insolvency are a reasonable prospect; • Waive or modify any informalities, irregularities, or inconsistencies in the proposals received; Rev. 2/2020 Sourcewell RFP #101520 OEM Automotive Parts and Supplies Page 12 • Clarify any part of a proposal and discuss any aspect of the proposal with any Proposer; and negotiate with more than one Proposer; • Award a contract if only one responsive proposal is received if it is in the best interest of Participating Entities; and • Award a contract to one or more Proposers if it is in the best interest of Participating Entities. E. DISPOSITION OF PROPOSALS All materials submitted in response to this RFP will become property of Sourcewell and will become public record in accordance with Minnesota Statutes Section 13.591, after negotiations are complete. Sourcewell considers that negotiations are complete upon execution of a resulting contract. It is the Proposer’s responsibility to clearly identify any data submitted that it considers to be protected. Proposer must also include a justification for the classification citing the applicable Minnesota law. Sourcewell will not consider the prices submitted by the Proposer to be confidential, proprietary, or trade secret materials. Financial information, including financial statements, provided by a Proposer is not considered trade secret under the statutory definition. The Proposer understands that Sourcewell will reject proposals that are marked confidential or nonpublic, either substantially or in their entirety. 9/3/2020 Addendum No. 1 Solicitation Number: RFP 101520 Solicitation Name: OEM Automotive Parts and Supplies Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Is this RFP customer located in Southern New Jersey? Answer 1: Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that facilitates a competitive public solicitation and contract award process for the benefit of its 50,000+ participating entities across the United States and Canada. Question 2: Does this RFP include medium and heavy-duty truck OEM parts? Answer 2: It is left to the discretion of each potential proposer to determine whether their equipment, products, and services fall within Sourcewell’s requested equipment, products, and services as described in RFP Section II. B (Requested Equipment, Products and Services). End of Addendum Acknowledgement of this Addendum to RFP 101520 posted to the Sourcewell Procurement Portal on 9/3/2020, is required at the time of proposal submittal. 9/17/2020 Addendum No. 2 Solicitation Number: RFP 101520 Solicitation Name: OEM Automotive Parts and Supplies Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Would this bid include electric vehicle charging stations, related equipment, installation and service. Does EV fall under OEM automotive parts and supplies? Answer 1: Refer to RFP Section II. B., “Proposers may include related equipment, accessories, and services to the extent that these solutions are complementary to the equipment, products, or service(s) being proposed.” A proposal of related equipment, accessories, and services, that is not complementary to an offering of OEM repair, replacement, maintenance parts, supplies, and services, of the types described in RFP Section II. B. 1. a., will be deemed non-responsive. End of Addendum Acknowledgement of this Addendum to RFP 101520 posted to the Sourcewell Procurement Portal on 9/17/2020, is required at the time of proposal submittal. 10/9/2020 Addendum No. 3 Solicitation Number: RFP 101520 Solicitation Name: OEM Automotive Parts and Supplies Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: RFP Section III. A. 1. only describes Line-item Pricing or Percentage Discount from Catalog or Category, or a combination of these methods, as pricing models. Can other types of pricing models be submitted? Answer 1: As stated in RFP Section III. A. 1., Line -item Pricing, Percentage Discount from Catalog or Category, or a combination of these pricing models, are acceptable as part of a proposed solution. It is left to the discretion of each proposer to describe in the proposal how the proposed pricing method satisfies the requirement. Question 2: What is the meaning of Line Item 15 - "Provide all “Suspension or Debarment” information that has applied to your organization during the past ten years"? How does it apply to proposers for this solicitation? Answer 2: Questionnaire Table 2, Line Item 15, elicits information from the proposer related to all instances of suspension or debarment of the proposer in the past ten years. The contents of the proposal will be evaluated based on the criteria stated in the RFP. In addition, refer to RFP Section VI. D. – Rights Reserved. Sourcewell reserves the right to, “[d]isqualify any Proposer that …is debarred or suspended by the United States or Canada, State of Minnesota, Participating Entity’s state or province….” During Step 3 of the Portal submission process, each proposer will affirm that they are not currently suspended or debarred when completing the Proposer’s Affidavit and Assurance of Compliance. End of Addendum Acknowledgement of this Addendum to RFP 101520 posted to the Sourcewell Procurement Portal on 10/9/2020, is required at the time of proposal submittal. Chat Help Logout [Switch to Vendor View] Home New Bid Closed Bids My Stuff Tools Bid RFP #101520 - OEM Automotive Parts and Supplies Bid Type RFP Bid Number 101520 Title OEM Automotive Parts and Supplies Start Date Aug 27, 2020 7:18:10 AM CDT End Date Oct 15, 2020 4:30:00 PM CDT Agency Sourcewell Bid Contact Chris Robinson (218) 895-4168 rfp@sourcewell-mn.gov 202 12th Street NE P.O. Box 219 Staples, MN 56479-0219 Access Reports View reports on who has been notified of the bid or accessed it. [Notification report] [Access report] Questions 0 Questions 0 Unanswered [View/Ask Questions] Edit Bid [Create Addendum] Description Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for OEM Automotive Parts and Supplies to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than October 15, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. Pre-Bid Conference Date Sep 16, 2020 10:00:00 AM CDT Location Online Webinar Notes Login information will be emailed two business days prior to the event. Documents No Documents for this bid Customer Support: agencysupport@publicpurchase.com | Copyright 1999-2020 © | The Public Group, LLC. All rights reserved. Public Purchase: Bid RFP #101520 - OEM Automotive Parts and Supplies https://www.publicpurchase.com/gems/bid/bidView?bidId=132251 1 of 1 8/27/2020, 7:18 AM MONEY U SA TODAY ❚THURSDAY, AUGUST 27, 2020 ❚3B To advertise, call: 1-800-397-0070 SUCCESSFUL ADVERTISEMENTS start with USA TODAY Marketplace Call:1-800-397-0070 Visit us online at:usatoday.com To view more Classified listings, visit: classifieds.usatoday.com JEWELRY BuyMyGold.com Top Prices Paid • 30 Year Business Jewelry • Diamonds Coins • Watches • Old Gold Honest–Safe–Fast-FREEShippingKit NextDayPayment BOOKS / PUBLICATIONS SECONDARYBREAK AnNBA Dad’s Story written by:MarvinWilliamsSr. This book is about a young man and his love for basket- ball.It will show you how ANYTHING IS POSSIBLE when you continue to follow your passion. 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Ifyouoralovedonehas beendiagnosedwith ovariancancerafterusing talcumbasedproducts youmaybeentitledto significantcompensation 800-208-3526 TALCUM POWDER SETTLEMENT Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for OEM Automotive Parts and Supplies to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal https://proportal.sourcewell-mn.gov. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than October 15, 2020, at 4:30pm CentralTime, and late proposals will not be considered. Welcome to My New Ebay store at: WWW.EBAY.COM/ STR/YESPLEASE369 Massage Oil Candles are Now Available for Sale Containing 100% Natural Oils Products for Self Care Everyday CARS COVID-19 and the global downturn have hit car sales hard, but the pandem- ic isn’t the only thing on the minds of new-car buyers. Consumers are less satisfied in gen- eral with their rides, but among the De- troit Three, Fiat Chrysler Automobiles can tout some good news in the latest survey of customer satisfaction. The American Customer Satisfaction Index shows that FCA, maker of Ram trucks and Jeep SUVs, actually im- proved its score compared with a year ago. That can’t be said for either General Motors or Ford. The survey is based on interviews with 10,414 customers, “chosen at ran- dom and contacted via email between July 1, 2019, and June 14, 2020,” so the period covered also includes the initial months of the coronavirus pandemic. “Looking at domestic automakers, customer satisfaction results are mixed as both Ford and GM show steep de- clines while Fiat Chrysler nets a gain. Ford falls furthest this year, tumbling 5% to 76 (on a 0-100 scale), the lowest score among the Detroit Three,” accord- ing to the 2020 American Customer Sat- isfaction Index report being released Tuesday. That result marks a turnaround for FCA, which had in recent years regis- tered the lowest score of the three com- panies in the annual survey. FCA also saw a marked improvement from last year. “A year ago, Fiat Chrysler was the big- gest loser in satisfaction, but for 2020, the carmaker rebounds 3% to tie with GM at 77,” the report said. “The im- provement brings Fiat Chrysler ... in line with both GM and Ford for the first time in five years. While the company bene- fits from high and stable satisfaction for its Ram nameplate, both Dodge and the self-named Chrysler brand post posi- tive driver satisfaction upswings this year.” Those improvements for Dodge and Chrysler should note that the two brands bring up the bottom of the list, but the Ram brand, which competes in the profitable pickup segment, is solidly in the top six, which includes Lexus, Au- di, Cadillac, Mercedes-Benz and Toyota. But among mass market brands, not counting luxury nameplates, Ram and Toyota are tops. John McNichol of Glen Mills, Penn- sylvania, is sold on Fiat Chrysler’s prod- ucts, although he attributes much of that to the relationship he has with his dealer, David Kelleher, president of Da- vid Dodge Chrysler Jeep Ram. McNichol, president and CEO of the Pennsylvania Convention Center in Philadelphia, said he met Kelleher years ago at a fundraiser, and that Kelleher and his dealership have done every- thing right, including at one point talk- ing him out of a more expensive Jeep Wrangler and into a Ram pickup that Kelleher said he knew would be more to his liking. “I’ve got nothing but good things to say,” McNichol said. Although he used to be “agnostic” on car brands, McNichol, who has sent just about everyone he knows to his friend’s dealership, has a mini fleet of FCA vehi- cles in his family now – a Dodge Duran- go, a Chrysler 300 and both sons drive Jeep Cherokees. And then there’s the 2019 Ram 1500 Limited. “It is just a smoking hot truck,” McNi- chol said. “I love it.” The Ram 1500 runs so much better than his one-time favorite vehicle, a GMC Yukon Denali, McNichol said. That Ram drives like a “great, upper-end SUV.” That’s quite a testimonial from a cur- rent FCA customer. For Ford, and to a lesser degree GM, the news from the survey was troubling. “A sharp decline for luxury plate Lin- coln combined with a smaller drop for the Ford brand pushes the company to a five-year low,” the report said. “GM plunges nearly as far, down 4% to 77, beating Ford by a point. While GMC trucks hold steady for customer satis- faction, the company’s Buick and Chev- rolet nameplates both retreat to record- low satisfaction levels.” The declines, however, are not unique to GM and Ford, with 17 brands posting declines year over year. Euro- pean carmakers hold a lead over Asian and U.S. companies. “For both domestic and international carmakers, customer satisfaction is now at its lowest level in five years,” the report said. FCA gains, Ford and GM decline in survey Eric D. Lawrence Detroit Free Press USA TODAY NETWORK Toyota dips a cautious toe into the electric vehicle pool – again – with the capable 2021 RAV4 Prime plug-in hybrid that just went on sale. Jump in. The electrons are fine. As sucn brands as Audi, Cadillac, GMC, Ford and Volkswagen dive into the market for 100% electric vehicles, Toyo- ta instead continues to refine and im- prove the hybrid technology that pow- ered its massive sales surge in the early 2000s. The other giants see hybrids largely as a rest stop on the highway to- ward a future of 100% electric vehicles – a nice place to stretch your legs, with hy- brids now receding in the rearview. Toyota is enjoying a picnic there, confi- dent it’ll catch up later. For those of you who don’t follow EV technology like it’s the only sport on TV, the world’s automakers have largely split into two camps as they work to re- duce petroleum consumption and greenhouse gases: h Some, led by Toyota, continue to invest heavily in developing new hy- brids, vehicles that have both a gasoline engine and electric motors and batter- ies. Plug-in hybrids, such as the RAV4 Prime, get a bigger battery you can charge from an outlet to drive farther on electricity before you start burning gas- oline. (Toyota has one vehicle powered by a hydrogen fuel cell, but it’s an aster- isk in a conversation about currently available technologies.) h Other automakers have moved on to electric vehicles powered solely by batteries. Battery electric vehicles – BEVs –don’t have a gasoline engine. They run purely on electricity, from a charging station or regular household current, though the latter takes 12 hours for a full charge. Plug-in hybrids – PHEVS – like the RAV4 Prime are a midpoint between conventional hybrids and EVs. Their batteries are big enough to go farther on electricity alone –42 miles in the RAV4 Prime, a distance that covers many peo- ple’s daily needs. The gasoline engine kicks in for longer trips, or when charg- ing from the regular power grid isn’t available. The RAV4 Prime is Toyota’s second plug-in. The first, the Prius Prime, en- joyed modest success, with a corre- spondingly modest 25-mile battery range. Toyota is developing BEVs, but con- servatively, as usual. Driving impressions The RAV4 Prime is one of Toyota’s quickest vehicles. Its 5.7-second 0-60 mph time is tops among Toyota’s four- door models. That’s thanks to 302 total horsepower from its gasoline engine and electric motors. That’s 99 more horsepower than the gasoline-only RAV4. The Prime also has more torque than the gasoline model, though Toyota doesn’t provide a specific figure saying that it’s hard to figure out because of the complex interaction between gasoline engines and electric motors. The RAV4 is Toyota’s best-selling ve- hicle in the U.S. by a wide margin, and the country’s top-selling non-pickup, so the Prime is kind of a big deal. Accelera- tion is strong, either in battery-only EV mode or using hybrid power when the engine and motors work together. The steering is responsive and the brakes feel natural and are easy to mod- ulate as they perform the complex ballet of combining conventional brakes and the electricity-producing regenerative braking that keeps the battery able to boost power and fuel economy after the all-electric range is exhausted. The batteries and motors add about 810 pounds to the weight of a well- equipped model such as the XSE Premi- um I tested. Luggage space behind the rear seat decreases about 4 cubic feet to make room for the batteries but remains useful at 33.4 cubic feet with the large sun roof. In addition to its 42-mile EV range, the RAV4 Prime gets an EPA rating of 54 mpg in combined city/highway driving using the gasoline engine. A complicat- ed measure that aims to compare car- bon emissions in all-EV mode to a tradi- tional internal combustion engine checks in at a pretty good 133 MPGe. A full charge will take 2.5 hours at 240v with the optional 6.6kW fast char- ger. A 3.3kW charger is standard. The RAV4 Prime is comfortable and roomy, despite sacrificing a few cubic feet of cargo space to add batteries. Head and leg room are good. The interior in my test vehicle was trimmed in soft black materials with red accent stitching. The controls were easy to use, traditional buttons and dials and a 9-inch touch screen. Electric vehicles are required to emit a sound to alert pedestrians. Toyota settled on a whale-song-in- distress note for the RAV4 Prime. Maybe it’ll grow on you. How much? Prices for the RAV4 Prime start at $38,100 for an SE model. All Primes come with a 2.5L engine and a hybrid system that uses an electric rear axle to deliver all-wheel drive. A continuously variable transmission is standard. The upper trim level is XSE. It starts at $41,425. I tested a loaded RAV4 Prime XSE with the weather and audio premi- um package. It stickered at $47,185. There’s not a lot of competition for a compact plug-in hybrid, or PHEV, SUVs. The Ford Escape plug-in going on sale shortly is probably the most direct. Prices aren’t available yet, but the EPA rated the Escape plug-in at 38 miles of battery range, 42 mpg city/highway on gasoline power and 100 MPGe. The Mitsubishi Outlander PHEV scored 22 miles on battery power, 25 mpg combined and 74 MPGe. Prices start at $36,395. All prices exclude des- tination charges. Toyota’s quick RAV4 plug-in hybrid is riding high Mark Phelan Detroit Free Press USA TODAY NETWORK Available safety features h Collision alert h Pedestrian alert h Front and rear parking assist with automatic braking h Lane departure alert and assist h Blind spot and cross traffic alert h Automatic high beams h Adaptive cruise control h Blind spot and cross traffic alert 2021 Toyota RAV4 Prime XSE Premium MARK PHELAN/USA TODAY NETWORK Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for OEM Automotive Parts and Supplies to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal https://proportal.sourcewell-mn.gov. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than October 15, 2020, at 4:30pm Central Time, and late proposals will not be considered. NOTICES PUBLIC NOTICE usat-usatnonbus-100074451-sourcewell-(formerly-display-public-notice-16282.indd 18/24/20 10:18 AM Notice Basic Information Details Dates Contact Information Pre-Bidding Events Bid Submission Process Estimated Contract Value (CAD)$80,000,000.00 (Not shown to suppliers) Reference Number 0000182230 Issuing Organization Sourcewell Owner Organization Solicitation Type RFP - Request for Proposal (Formal) Solicitation Number 101520 Title OEM Automotive Parts and Supplies Source ID PP.CO.USA.868485.C88455 Location All of Canada, All of Canada Purchase Type Term: 2020/12/31 01:00:00 AM EST - 2024/12/30 01:00:00 AM EST Description Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for OEM Automotive Parts and Supplies to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than October 15, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. Publication 2020/08/27 08:08:23 AM EDT Question Acceptance Deadline 2020/10/08 05:30:00 PM EDT Questions are submitted online No Bid Intent Not Available Closing Date 2020/10/15 05:30:00 PM EDT Prebid Conference 2020/09/16 11:00:00 AM EDT Procurement Department 218-894-1930 rfp@sourcewell-mn.gov Event Type Prebid Conference Attendance Recommended Event date 2020/09/16 11:00:00 AM EDT Location Online Webinar Event Note Login instructions will be emailed two business days prior to the event. Bid Submission Type Electronic Bid Submission Pricing In attached document Pricing In attached document Bid Documents List Item Name Description Mandatory Bid Documents Documents defining the proposal Yes 101520 - OEM Automotive Parts and Supplies 2020/08/27 08:08:33 AM EDT Page 1 of 14 Categories Selected Categories GSIN Categories (310) G Goods Goods N23 Ground Effect Vehicles, Motor Vehicles, Trailers, And Cycles Ground Effect Vehicles, Motor Vehicles, Trailers, And Cycles N23 Ground Effect Vehicles Ground Effect Vehicles N2300 GROUND EFFECT VEHICLES, MOTOR VEHICLES, TRAILERS, AND CYCLES Ground effect vehicles, motor vehicles, trailers, and cycles N2305 GROUND EFFECT VEHICLES Ground Effect Vehicles N2305A GROUND EFFECT VEHICLES, N.E.S. GROUND EFFECT VEHICLES, N.E.S. N2310 PASSENGER MOTOR VEHICLES Passanger Motor Vehicles NOTE: This class includes only complete passenger motor vehicles, and chassis therefor. Includes Cars, Motor, Highway; Buses; Chassis, Passenger Motor Vehicle; Hearses; Ambulances. N2310001 AMBULANCES AMBULANCES N2310002 PASSENGER MOTOR VEHICLES - IMPORTED PASSENGER MOTOR VEHICLES - IMPORTED N2310003 PASSENGER MOTOR VEHICLES - DOMESTIC PASSENGER MOTOR VEHICLES - DOMESTIC N2310004 AUTOMOBILES, ARMOUR PROTECTED AUTOMOBILES, ARMOUR PROTECTED N2310005 PASSENGER MOTOR VEHICLES - EXPORTED PASSENGER MOTOR VEHICLES - EXPORTED N2310006 PASSENGER MOTOR VEHICLES - DEALERS PASSENGER MOTOR VEHICLES - DEALERS N2310A00 PASSENGER CARS, FULL-SIZE SEDAN, POLICE DUTY, UNMARKED PASSENGER CARS, FULL-SIZE SEDAN, POLICE DUTY, UNMARKED N2310B00 PASSENGER CARS, FULL-SIZE SEDAN, POLICE DUTY, MARKED PASSENGER CARS, FULL-SIZE SEDAN, POLICE DUTY, MARKED N2310C00 SEDAN, STANDARD SIZE SEDAN, STANDARD SIZE N2310D00 SEDAN, MID-SIZE SEDAN, MID-SIZE N2310D30 SMALL INTERMEDIATE SEDANS SMALL INTERMEDIATE SEDANS N2310D50 SEDAN, COMPACT SIZE SEDAN, COMPACT SIZE N2310D51 SEDAN, COMPACT, 4 X 4 SEDAN, COMPACT, 4 X 4 N2310D75 SEDAN, SUB-COMPACT SIZE, OVER 95 INCH WHEEL BASE SEDAN, SUB-COMPACT SIZE, OVER 95 INCH WHEEL BASE N2310D95 SEDAN, SUB-COMPACT SIZE, UNDER 95 INCH WHEEL BASE SEDAN, SUB-COMPACT SIZE, UNDER 95 INCH WHEEL BASE N2310E00 STATION WAGON, STANDARD SIZE, POLICE DUTY STATION WAGON, STANDARD SIZE, POLICE DUTY N2310G00 STATION WAGON, STANDARD SIZE STATION WAGON, STANDARD SIZE 101520 - OEM Automotive Parts and Supplies 2020/08/27 08:08:33 AM EDT Page 2 of 14 GSIN Categories (310) N2310H00 STATION WAGON, INTERMEDIATE STATION WAGON, INTERMEDIATE N2310H50 STATION WAGON, COMPACT SIZE STATION WAGON, COMPACT SIZE N2310H95 STATION WAGON, SUB-COMPACT SIZE, UNDER 95 INCH WHEEL BASE STATION WAGON, SUB-COMPACT SIZE, UNDER 95 INCH WHEEL BASE N2310J00 SEDAN, STANDARD SIZE, PURSUIT DUTY, UNMARKED SEDAN, STANDARD SIZE, PURSUIT DUTY, UNMARKED N2310K00 SEDAN, STANDARD SIZE, PURSUIT DUTY, MARKED SEDAN, STANDARD SIZE, PURSUIT DUTY, MARKED N2310LA0 AIRPORT APRON PASSENGER TRANSFER VEHICLE AIRPORT APRON PASSENGER TRANSFER VEHICLE N2310M PASSENGER MOTOR VEHICLES - SPECIAL VEHICLES - BUSES - MOTOR HOMES PASSENGER MOTOR VEHICLES - SPECIAL VEHICLES - BUSES - MOTOR HOMES N2310MA BUSES BUSES N2310MAA BUSES, HIGHWAY TYPE BUSES, HIGHWAY TYPE N2310MAB BUSES, SCHOOL - SPECIAL TYPE, 5 TO 24 PASSENGERS BUSES, SCHOOL - SPECIAL TYPE, 5 TO 24 PASSENGERS N2310MAC BUSES SCHOOL, CONVENTIONAL TYPE, 25 PASSENGER AND UP BUSES SCHOOL, CONVENTIONAL TYPE, 25 PASSENGER AND UP N2310MBB MOTOR HOMES, SPECIALLY EQUIPPED MOTOR HOMES, SPECIALLY EQUIPPED N2320 TRUCKS AND TRUCK TRACTORS, WHEELED Trucks and Truck Tractors, Wheeled NOTE: This class includes only complete wheel mounted trucks and truck tractors, and chassis therefor. The combined chassis and body of a special purpose truck, such as a machine shop, mobile laundry, or dental laboratory, is classified in this class. Includes Panel, Delivery and Pick up Trucks, Tactical and Administrative Military Cargo Carrying Vehicles, including Wheel Mounted Amphibian Vehicles; Truck Tractor and Trailer Combinations; Armored Cars. N2320001 TRUCKS, COMMERCIAL, LIGHT DUTY (10,000 LBS GVW OR UNDER) TRUCKS, COMMERCIAL, LIGHT DUTY (10,000 LBS GVW OR UNDER) N2320002 CAMPER TYPE VEHICLES CAMPER TYPE VEHICLES N2320003 TRUCK, LIGHT, UTILITY-LINE MAINTENANCE TRUCK, LIGHT, UTILITY-LINE MAINTENANCE N2320004 TRUCKS COMMERCIAL, LIGHT DUTY - EXPORTED TRUCKS COMMERCIAL, LIGHT DUTY - EXPORTED N2320005 TRUCKS, ARMOUR PROTECTED TRUCKS, ARMOUR PROTECTED N2320B TRUCK, UTILITY, 4 X 4, MILITARY CONFIGURATION TRUCK, UTILITY, 4 X 4, MILITARY CONFIGURATION N2320D TRUCK AND TRUCK TRACTOR WHEELED, DIESEL, OVER 10,000 GVWR (EXCEPT MILITARY CONFIGURATION) TRUCK AND TRUCK TRACTOR WHEELED, DIESEL, OVER 10,000 GVWR (EXCEPT MILITARY CONFIGURATION) N2320DAA TRUCK, (DUMP, STAKE, VAN) DIESEL POWERED, TO 27,499 LBS GVWR TRUCK, (DUMP, STAKE, VAN) DIESEL POWERED, TO 27,499 LBS GVWR N2320DAB TRUCKS (DUMP, STAKE, VAN) DIESEL-POWERED, 27,500 LBS GVWR AND UP TRUCKS (DUMP, STAKE, VAN) DIESEL-POWERED, 27,500 LBS GVWR AND UP N2320DDB TRUCK, FUEL SERVICE, DIESEL, 27,500 GVWR AND UP TRUCK, FUEL SERVICE, DIESEL, 27,500 GVWR AND UP N2320DFB TRUCK, LIQUID WASTE DISPOSAL, DIESEL, 27,500 GVWR AND UP TRUCK, LIQUID WASTE DISPOSAL, DIESEL, 27,500 GVWR AND UP N2320DGB TRUCK, MAINTENANCE, DIESEL, 27,500 GVWR AND UP TRUCK, MAINTENANCE, DIESEL, 27,500 GVWR AND UP 101520 - OEM Automotive Parts and Supplies 2020/08/27 08:08:33 AM EDT Page 3 of 14 GSIN Categories (310) N2320DJA TRUCK, REFUSE COLLECTION, DIESEL, TO 27,499 GVWR TRUCK, REFUSE COLLECTION, DIESEL, TO 27,499 GVWR N2320DJB TRUCK, REFUSE COLLECTION, DIESEL, 27,500 GVWR AND UP TRUCK, REFUSE COLLECTION, DIESEL, 27,500 GVWR AND UP N2320DLA TRUCK, TANKER, DIESEL, TO 27,499 GVWR TRUCK, TANKER, DIESEL, TO 27,499 GVWR N2320DMA TRUCK, TRACTOR, DIESEL, TO 27,499 GVWR TRUCK, TRACTOR, DIESEL, TO 27,499 GVWR N2320DMB TRUCK, TRACTOR, DIESEL, 27,500 GVWR AND UP TRUCK, TRACTOR, DIESEL, 27,500 GVWR AND UP N2320DRA TRUCK, SANDER (HOPPER BODY) DIESEL, TO 27,499 GVWR TRUCK, SANDER (HOPPER BODY) DIESEL, TO 27,499 GVWR N2320DRB TRUCK, SANDER (HOPPER BODY) DIESEL, 27,500 GVWR AND UP TRUCK, SANDER (HOPPER BODY) DIESEL, 27,500 GVWR AND UP N2320DX TRUCK, TRACTOR, YARD, TRAILER SPOTTER OFF HIGHWAY, DIESEL POWERED TRUCK, TRACTOR, YARD, TRAILER SPOTTER OFF HIGHWAY, DIESEL POWERED N2320G TRUCK AND TRUCK TRACTOR WHEELED, GASOLINE POWERED, OVER 10,000 GVWR (EXCEPT MILITARY CONFIGURATION) TRUCK AND TRUCK TRACTOR WHEELED, GASOLINE POWERED, OVER 10,000 GVWR (EXCEPT MILITARY CONFIGURATION) N2320GA TRUCK, (DUMP, STAKE, VAN) GASOLINE POWERED TRUCK, (DUMP, STAKE, VAN) GASOLINE POWERED N2320GG TRUCK, MAINTENANCE, GASOLINE POWERED TRUCK, MAINTENANCE, GASOLINE POWERED N2320GH TRUCK, REFRIGERATION, GASOLINE POWERED TRUCK, REFRIGERATION, GASOLINE POWERED N2320GM TRUCK, TRACTOR, GASOLINE POWERED TRUCK, TRACTOR, GASOLINE POWERED N2320GP VEHICLES, ALL TERRAIN, ATV, WHEELED (EXCEPT MILITARY CONFIGURATION) VEHICLES, ALL TERRAIN, ATV, WHEELED (EXCEPT MILITARY CONFIGURATION) N2320GPM VEHICLES, ALL TERRAIN, WHEELED (6X6) MILITARY CONFIGURATION, DIESEL POWERED VEHICLES, ALL TERRAIN, WHEELED (6X6) MILITARY CONFIGURATION, DIESEL POWERED N2320GQ TRUCK, WRECKER, GASOLINE POWERED TRUCK, WRECKER, GASOLINE POWERED N2320GR TRUCK, EQUIPPED WITH HYDRAULIC CRANE TRUCK, EQUIPPED WITH HYDRAULIC CRANE N2320GS TRUCK, SANDER (HOPPER BODY) GASOLINE POWERED TRUCK, SANDER (HOPPER BODY) GASOLINE POWERED N2320GT TRUCK, AIRCRAFT SERVICING, CATERING TRUCK, AIRCRAFT SERVICING, CATERING N2320GU TRUCK, EQUIPPED WITH AERIAL BUCKET TRUCK, EQUIPPED WITH AERIAL BUCKET N2320GV TRUCK, EQUIPPED WITH AIRCRAFT BOARDING STAIRS TRUCK, EQUIPPED WITH AIRCRAFT BOARDING STAIRS N2320GY TRUCK, SPECIAL PURPOSE CUSTOMIZED BODY TRUCK, SPECIAL PURPOSE CUSTOMIZED BODY N2320L00 TRUCK, LIGHT, PERSONNEL CARRIER 6,000 LB GVWR TRUCK, LIGHT, PERSONNEL CARRIER 6,000 LB GVWR N2320L01 TRUCK, LIGHT, PERSONNEL CARRIER, 6,000 LB GVWR, 4 X 4 TRUCK, LIGHT, PERSONNEL CARRIER, 6,000 LB GVWR, 4 X 4 N2320L03 TRUCK, LIGHT, PERSONNEL CARRIER, 4 X 4, UNDER 6000 LBS GVWR TRUCK, LIGHT, PERSONNEL CARRIER, 4 X 4, UNDER 6000 LBS GVWR N2320L20 TRUCK, LIGHT, PERSONNEL CARRIER, 8000 LB GVWR TRUCK, LIGHT, PERSONNEL CARRIER, 8000 LB GVWR 101520 - OEM Automotive Parts and Supplies 2020/08/27 08:08:33 AM EDT Page 4 of 14 GSIN Categories (310) N2320L21 TRUCK, LIGHT, PERSONNEL CARRIER, 4 X 4, 8000 LB GVWR TRUCK, LIGHT, PERSONNEL CARRIER, 4 X 4, 8000 LB GVWR N2320L51 TRUCK, LIGHT, UTILITY, 4 X 4 TRUCK, LIGHT, UTILITY, 4 X 4 N2320L61 TRUCK, LIGHT, UTILITY, 4 X 4, 100 LB PAY LOAD TRUCK, LIGHT, UTILITY, 4 X 4, 100 LB PAY LOAD N2320L71 TRUCK, LIGHT, UTILITY, 4 X 4, LONG TRUCK, LIGHT, UTILITY, 4 X 4, LONG N2320M00 TRUCK, LIGHT, PERSONNEL CARRIER, 7,500 LB GVWR TRUCK, LIGHT, PERSONNEL CARRIER, 7,500 LB GVWR N2320M30 TRUCK, LIGHT, PERSONNEL CARRIER, 8 PASSENGERS TRUCK, LIGHT, PERSONNEL CARRIER, 8 PASSENGERS N2320M50 TRUCK, LIGHT, PERSONNEL CARRIER, 7700 LB TO 8200 LB GVWR TRUCK, LIGHT, PERSONNEL CARRIER, 7700 LB TO 8200 LB GVWR N2320M60 TRUCK, LIGHT, PASSENGER VAN, GARAGEABLE, GMV SPEC M60 TRUCK, LIGHT, PASSENGER VAN, GARAGEABLE, GMV SPEC M60 N2320N00 TRUCK, LIGHT, PICK-UP, 5,300 LB GVWR TRUCK, LIGHT, PICK-UP, 5,300 LB GVWR N2320N01 TRUCK, LIGHT, PICK-UP, COMPACT, 4 X 4 TRUCK, LIGHT, PICK-UP, COMPACT, 4 X 4 N2320N20 TRUCK, LIGHT, PICK-UP, COMPACT, LONG TRUCK, LIGHT, PICK-UP, COMPACT, LONG N2320N21 TRUCK, LIGHT, PICK-UP, COMPACT, LONG, 4 X 4 TRUCK, LIGHT, PICK-UP, COMPACT, LONG, 4 X 4 N2320N40 TRUCK, LIGHT, PICK-UP TRUCK, LIGHT, PICK-UP N2320N41 TRUCK, LIGHT, PICK-UP TRUCK, LIGHT, PICK-UP N2320N60 TRUCK, LIGHT, PICK-UP, MIN. 6000 LB GVWR TRUCK, LIGHT, PICK-UP, MIN. 6000 LB GVWR N2320N61 TRUCK, LIGHT, PICK-UP, MIN. 6000 LB GVWR, 4 X 4 TRUCK, LIGHT, PICK-UP, MIN. 6000 LB GVWR, 4 X 4 N2320N70 TRUCK, LIGHT, PICK-UP, MINIMUM 995KG, CVWR, VW TRUCK, LIGHT, PICK-UP, MINIMUM 995KG, CVWR, VW N2320N80 TRUCK, LIGHT, PICK-UP, MIN. 8000 LB GVWR TRUCK, LIGHT, PICK-UP, MIN. 8000 LB GVWR N2320N81 TRUCK, LIGHT, PICK-UP, MIN. 8000 LB GVWR, 4 X 4 TRUCK, LIGHT, PICK-UP, MIN. 8000 LB GVWR, 4 X 4 N2320Q00 TRUCK, LIGHT, PICK-UP, EXTENDED CAB, 5500 LB GVWR TRUCK, LIGHT, PICK-UP, EXTENDED CAB, 5500 LB GVWR N2320Q01 TRUCK, LIGHT, PICK-UP, EXTENDED CAB, 5500 LB GVWR, 4 X 4 TRUCK, LIGHT, PICK-UP, EXTENDED CAB, 5500 LB GVWR, 4 X 4 N2320Q20 TRUCK, LIGHT, PICK-UP, EXTENDED CAB, 7900 LB GVWR TRUCK, LIGHT, PICK-UP, EXTENDED CAB, 7900 LB GVWR N2320Q21 TRUCK, LIGHT, PICK-UP, EXTENDED CAB, 7900 LB GVWR, 4 X 4 TRUCK, LIGHT, PICK-UP, EXTENDED CAB, 7900 LB GVWR, 4 X 4 N2320Q80 TRUCK, LIGHT, CREW CAB, 8100 LB GVWR, LONG TRUCK, LIGHT, CREW CAB, 8100 LB GVWR, LONG N2320Q81 TRUCK, LIGHT, CREW CAB, 8100 LB GVWR, LONG, 4 X 4 TRUCK, LIGHT, CREW CAB, 8100 LB GVWR, LONG, 4 X 4 N2320S50 TRUCK, LIGHT, FORWARD CONTROL (STEP VAN) CARGO CARRYING TRUCK, LIGHT, FORWARD CONTROL (STEP VAN) CARGO CARRYING N2320S70 TRUCK, LIGHT, VAN-CUTAWAY, 7400-8700 LB GVWR TRUCK, LIGHT, VAN-CUTAWAY, 7400-8700 LB GVWR 101520 - OEM Automotive Parts and Supplies 2020/08/27 08:08:33 AM EDT Page 5 of 14 GSIN Categories (310) N2320T00 TRUCK, LIGHT, CARGO VAN, GARAGEABLE, GMV SPEC T00 TRUCK, LIGHT, CARGO VAN, GARAGEABLE, GMV SPEC T00 N2320T20 TRUCK, LIGHT, VAN, 4500 LB GVWR TRUCK, LIGHT, VAN, 4500 LB GVWR N2320T40 TRUCK, LIGHT, VAN, 5500 LB GVWR TRUCK, LIGHT, VAN, 5500 LB GVWR N2320T60 TRUCK, LIGHT, VAN, 6000 LB GVWR TRUCK, LIGHT, VAN, 6000 LB GVWR N2320T80 TRUCK, LIGHT, VAN, 7500 LB GVWR TRUCK, LIGHT, VAN, 7500 LB GVWR N2320W00 MEDIUM TRUCK CAB-OVER-ENGINE MEDIUM TRUCK CAB-OVER-ENGINE N2330 TRAILERS Trailers NOTE: This class includes only complete trailers, and chassis therefor. The combined chassis and body of a special purpose trailer, such as a machine shop, mobile laundry, or dental laboratory, is classified in this class. N2330A TRAILERS, (MILITARY PATTERN ONLY) TRAILERS, (MILITARY PATTERN ONLY) N2330B TRAILER, CARGO VAN TRAILER, CARGO VAN N2330C TRAILER, FUEL SERVICE TRAILER, FUEL SERVICE N2330D TRAILER, HOUSE TRAILER, HOUSE N2330E TRAILER, LIGHT, 5TH WHEEL TRAILER, LIGHT, 5TH WHEEL N2330F TRAILER, LOW BED TRAILER, LOW BED N2330H TRAILER, POLE TRAILER, POLE N2330K TRAILER, SNOWMOBILE TRAILER, SNOWMOBILE N2330L TRAILER, STAKE TRAILER, STAKE N2330M TRAILER, TANK TRAILER, TANK N2330N TRAILER, TENT TRAILER, TENT N2330P TRAILER, TILT DECK TRAILER, TILT DECK N2330Q TRAILER, UTILITY TRAILER, UTILITY N2330R TRAILER, WRECKING TRAILER, WRECKING N2330S TRAILER, AUTO TRAILER, AUTO N2330T TRAILER, CABLE REEL TRAILER, CABLE REEL N2330U TRAILER, TRAVEL TRAILER, TRAVEL N2330V TRAILER, SPECIALLY EQUIPPED TRAILER, SPECIALLY EQUIPPED N2330W TRAILER, DUMP TRAILER, DUMP 101520 - OEM Automotive Parts and Supplies 2020/08/27 08:08:33 AM EDT Page 6 of 14 GSIN Categories (310) N2330X TRAILER, HORSE TRAILER, HORSE N2330Y TRAILER, LIVE STOCK TRAILER, LIVE STOCK N2330Z Trailer, Boat Trailer, Boat N2340 MOTORCYCLES, MOTOR SCOOTERS AND BICYCLES MOTORCYCLES, MOTOR SCOOTERS AND BICYCLES N2340001 MOTORCYCLES AND MOTOR SCOOTERS MOTORCYCLES AND MOTOR SCOOTERS N2340002 BICYCLES AND TRICYCLES (MANUFACTURERS) BICYCLES AND TRICYCLES (MANUFACTURERS) N2345A HIOUTNBVIUJGDLKJBOIUJTLKHBUIT DFHSHFKHFKFGKJHJGLSL HIOUTNBVIUJGDLKJBOIUJTLKHBUIT DFHSHFKHFKFGKJHJGLSL N2350 COMBAT, ASSAULT, AND TACTICAL VEHICLES, TRACKED COMBAT, ASSAULT, AND TACTICAL VEHICLES, TRACKED N2350A TANKS AND TRACKED SELF-PROPELLED WEAPONS AND VEHICLES W/WO AMPHIBIAN CAPABILITIES TANKS AND TRACKED SELF-PROPELLED WEAPONS AND VEHICLES W/WO AMPHIBIAN CAPABILITIES N2350E TRACKED VEHICLES (SNOWMOBILE) TRACKED VEHICLES (SNOWMOBILE) N2350EA SNOWMOBILE SNOWMOBILE N2350EB SNOWMOBILE SLEIGH AND ATTACHMENTS SNOWMOBILE SLEIGH AND ATTACHMENTS N2350EC SNOWMOBILE, SPARE PARTS SNOWMOBILE, SPARE PARTS N2355 COMBAT, ASSAULT AND TACTICAL VEHICLES, WHEELED COMBAT, ASSAULT AND TACTICAL VEHICLES, WHEELED N29 Engine Accessories Engine Accessories N29 Engine Accessories Engine Accessories N2900 ENGINE ACCESSORIES Engine accessories N2910 ENGINE FUEL SYSTEM COMPONENTS, NON-AIRCRAFT Engine Fuel System Components, Nonaircraft Includes Carburetors; Fuel Pumps; Engine Fuel Filters; Fuel Tanks; N2910001 CARBURETOR AND CARBURETTER REPAIR KITS CARBURETOR AND CARBURETTER REPAIR KITS N2910002 ENGINE FUEL SYSTEM COMPONENTS, NON-AIRCRAFT AND NON-MARINE (STANDARD COMMERCIAL) ENGINE FUEL SYSTEM COMPONENTS, NON-AIRCRAFT AND NON-MARINE (STANDARD COMMERCIAL) N2910003 PROPANE CONVERSION COMPONENTS, ENGINE FUEL SYSTEMS, NON-AIRCRAFT AND NON- MARINE, SINGLE FUEL USE PROPANE CONVERSION COMPONENTS, ENGINE FUEL SYSTEMS, NON-AIRCRAFT AND NON- MARINE, SINGLE FUEL USE N2910004 PROPANE CONVERSION COMPONENTS, ENGINE FUEL SYSTEMS, NON-AIRCRAFT AND NON-MARINE, DUAL FUEL USE PROPANE CONVERSION COMPONENTS, ENGINE FUEL SYSTEMS, NON-AIRCRAFT AND NON-MARINE, DUAL FUEL USE N2910005 PROPANE CONVERSION COMPONENTS, ENGINE FUEL SYSTEMS, NON-AIRCRAFT AND NON-MARINE, PRESSURE VESSELS PROPANE CONVERSION COMPONENTS, ENGINE FUEL SYSTEMS, NON-AIRCRAFT AND NON-MARINE, PRESSURE VESSELS 101520 - OEM Automotive Parts and Supplies 2020/08/27 08:08:33 AM EDT Page 7 of 14 GSIN Categories (310) N2910006 INJECTORS, FUEL, DIESEL ENGINE INJECTORS, FUEL, DIESEL ENGINE N2910007 CONVERSION SYSTEMS, NATURAL GAS, VEHICLE CONVERSION SYSTEMS, NATURAL GAS, VEHICLE N2910A FILTER ASSEMBLIES, ENGINE (MARINE) FILTER ASSEMBLIES, ENGINE (MARINE) N2910B TANK, FUEL, VEHICULAR (MARINE) TANK, FUEL, VEHICULAR (MARINE) N2910D ENGINE FUEL SYSTEM COMPONENTS, NON-AIRCRAFT, ARMOURED FIGHTING VEHICLE, S.M.P. ENGINE FUEL SYSTEM COMPONENTS, NON-AIRCRAFT, ARMOURED FIGHTING VEHICLE, S.M.P. N2910DA ENGINE FUEL SYSTEM COMPONENTS, NON-AIRCRAFT, N.E.S., ARMOURED FIGHTING VEHICLE, S.M.P. ENGINE FUEL SYSTEM COMPONENTS, NON-AIRCRAFT, N.E.S., ARMOURED FIGHTING VEHICLE, S.M.P. N2910DB INJECTOR, FUEL, ARMOURED FIGHTING VEHICLE, S.M.P. INJECTOR, FUEL, ARMOURED FIGHTING VEHICLE, S.M.P. N2910DE TANK, FUEL, ARMOURED FIGHTING VEHICLE, S.M.P. TANK, FUEL, ARMOURED FIGHTING VEHICLE, S.M.P. N2915 ENGINE FUEL SYSTEM COMPONENTS, AIRCRAFT AND MISSILE PRIME MOVERS ENGINE FUEL SYSTEM COMPONENTS, AIRCRAFT AND MISSILE PRIME MOVERS N2915A ENGINE FUEL SYSTEM COMPONENTS, AIRCRAFT, N.E.S. ENGINE FUEL SYSTEM COMPONENTS, AIRCRAFT, N.E.S. N2915C FILTER, FUEL, AIRCRAFT FILTER, FUEL, AIRCRAFT N2915D PUMP, FUEL, ENGINE, AIRCRAFT PUMP, FUEL, ENGINE, AIRCRAFT N2920 ENGINE ELECTRICAL SYSTEM COMPONENTS, NON-AIRCRAFT Engine Electrical System Components, Nonaircraft Includes Generators, Magnetos; Spark Plugs; Ignition Coils; Ignition Harness Assemblies; Starting Motors for Engines. N2920001 ENGINE ELECTRICAL SYSTEM COMPONENTS, NON-AIRCRAFT AND NON-MARINE (STANDARD COMMERCIAL) ENGINE ELECTRICAL SYSTEM COMPONENTS, NON-AIRCRAFT AND NON-MARINE (STANDARD COMMERCIAL) N2920A ENGINE ELECTRICAL SYSTEM COMPONENTS ENGINE ELECTRICAL SYSTEM COMPONENTS N2920AA CABLE ASSEMBLY, ELECTRICAL, FOR TRACKED AND WHEELED VEHICLES CABLE ASSEMBLY, ELECTRICAL, FOR TRACKED AND WHEELED VEHICLES N2920AAA CABLE ASSEMBLY, ELECTRICAL, FOR TRACKED AND WHEELED VEHICLES, EXCEPT MARINE, GROUND EFFECT AND ARMOURED FIGHTING VEHICLES CABLE ASSEMBLY, ELECTRICAL, FOR TRACKED AND WHEELED VEHICLES, EXCEPT MARINE, GROUND EFFECT AND ARMOURED FIGHTING VEHICLES N2920AAC ENGINE ELECTRICAL SYSTEM COMPONENTS (MARINE) N.E.S. ENGINE ELECTRICAL SYSTEM COMPONENTS (MARINE) N.E.S. N2925 ENGINE ELECTRICAL SYSTEM COMPONENTS, AIRCRAFT PRIME MOVING ENGINE ELECTRICAL SYSTEM COMPONENTS, AIRCRAFT PRIME MOVING N2925A ENGINE ELECTRICAL SYSTEM COMPONENTS, AIRCRAFT, N.E.S. ENGINE ELECTRICAL SYSTEM COMPONENTS, AIRCRAFT, N.E.S. N2925C INVERTER RELAYS, AIRCRAFT INVERTER RELAYS, AIRCRAFT N2925F RELAYS, AIRCRAFT RELAYS, AIRCRAFT N2925J STARTERS, ENGINE, AIRCRAFT, ELECTRICAL STARTERS, ENGINE, AIRCRAFT, ELECTRICAL N2930 ENGINE COOLANT SYSTEM COMPONENTS, NON-AIRCRAFT Engine Cooling System Components, Nonaircraft Includes Cooling Fans; Radiators; Water Pumps; Water Hose Assemblies; Engine Coolant Filters. 101520 - OEM Automotive Parts and Supplies 2020/08/27 08:08:33 AM EDT Page 8 of 14 GSIN Categories (310) N2930001 ENGINE COOLING SYSTEM COMPONENTS, NON-AIRCRAFT AND NON-MARINE (STANDARD COMMERCIAL) ENGINE COOLING SYSTEM COMPONENTS, NON-AIRCRAFT AND NON-MARINE (STANDARD COMMERCIAL) N2930AB ENGINE COOLING SYSTEM COMPONENTS (MARINE) ENGINE COOLING SYSTEM COMPONENTS (MARINE) N2935 ENGINE SYSTEM COOLING COMPONENTS, AIRCRAFT PRIME MOVING ENGINE SYSTEM COOLING COMPONENTS, AIRCRAFT PRIME MOVING N2935A ENGINE COOLING SYSTEM COMPONENTS, AIRCRAFT, N.E.S. ENGINE COOLING SYSTEM COMPONENTS, AIRCRAFT, N.E.S. N2940 ENGINE AIR AND OIL FILTERS, STRAINERS AND CLEANERS, NON- AIRCRAFT Engine Air and Oil Filters, Strainers, and Cleaners, Nonaircraft N2940001 ENGINE, AIR AND OIL FILTERS, STRAINERS AND CLEANERS, NON- AIRCRAFT AND NON- MARINE (STANDARD COMMERCIAL) ENGINE, AIR AND OIL FILTERS, STRAINERS AND CLEANERS, NON- AIRCRAFT AND NON- MARINE (STANDARD COMMERCIAL) N2940A ENGINE AIR AND OIL FILTERS, STRAINERS, AND CLEANERS, NON-AIRCRAFT, ARMOURED FIGHTING VEHICLE, S.M.P. ENGINE AIR AND OIL FILTERS, STRAINERS, AND CLEANERS, NON-AIRCRAFT, ARMOURED FIGHTING VEHICLE, S.M.P. N2940B ENGINE AIR AND OIL FILTERS, STRAINERS AND CLEANERS (MARINE) ENGINE AIR AND OIL FILTERS, STRAINERS AND CLEANERS (MARINE) N2945 ENGINE AIR AND OIL FILTERS, CLEANERS, AIRCRAFT PRIME MOVING ENGINE AIR AND OIL FILTERS, CLEANERS, AIRCRAFT PRIME MOVING N2945AAA AIR CLEANERS AIR CLEANERS N2945AAE AIR CLEANER ELEMENTS,INTAKE AIR CLEANER ELEMENTS,INTAKE N2945AAH AIR FILTERS AIR FILTERS N2945ACC CARTRIDGES,AIR FILTER CARTRIDGES,AIR FILTER N2945AFA FILTERS,AIR,VACUUM FILTERS,AIR,VACUUM N2945AFB FILTERS,FLUID,PRESSURE FILTERS,FLUID,PRESSURE N2945AFD FILTERS,CARBURETOR,AIR FILTERS,CARBURETOR,AIR N2945AFE FILTERS,OIL FILTERS,OIL N2945AFG FILTER BAGS,OIL FILTER BAGS,OIL N2945AFN FILTER ELEMENTS,INTAKE AIR CLEANER FILTER ELEMENTS,INTAKE AIR CLEANER N2945APA PARTS KITS,FLUID PRESSURE FILTER PARTS KITS,FLUID PRESSURE FILTER N2945ASB STRAINERS,SEDIMENT STRAINERS,SEDIMENT N2945ASH STRAINER ELEMENTS,SEDIMENT STRAINER ELEMENTS,SEDIMENT N2945AVA VACUUM FILTERS,AIR,CARBURETOR VACUUM FILTERS,AIR,CARBURETOR N2945BAA AIR CLEANERS AIR CLEANERS N2945BAB AIR CLEANERS,INTAKE AIR CLEANERS,INTAKE 101520 - OEM Automotive Parts and Supplies 2020/08/27 08:08:33 AM EDT Page 9 of 14 GSIN Categories (310) N2945BAC AIR CLEANER BAFFLES AIR CLEANER BAFFLES N2945BAD AIR CLEANER BOWLS AIR CLEANER BOWLS N2945BAE AIR CLEANER ELEMENTS,INTAKE AIR CLEANER ELEMENTS,INTAKE N2945BAF AIR CLEANER FILTER ELEMENTS,INTAKE AIR CLEANER FILTER ELEMENTS,INTAKE N2945BAH AIR FILTERS AIR FILTERS N2945BBA BAILS,SEDIMENT BOWL BAILS,SEDIMENT BOWL N2945BBC BODI BODI N2945BBE BOWLS,AIR CLEANERS,FLUID FILTER BOWLS,AIR CLEANERS,FLUID FILTER N2945BBG BODIES SEDIMENT BODIES SEDIMENT N2945BBJ BRACKETS,INTAKE AIR CLEANER BRACKETS,INTAKE AIR CLEANER N2945BCA CARBURETOR,AIR CLEANERS CARBURETOR,AIR CLEANERS N2945BCC CARTRIDGES,AIR FILTER CARTRIDGES,AIR FILTER N2945BCE COVERS,FLUID FILTER COVERS,FLUID FILTER N2945BEA ELEMENTS,LUBRICATING OIL FILTER ELEMENTS,LUBRICATING OIL FILTER N2945BEB ELEMENTS,OIL FILTER ELEMENTS,OIL FILTER N2945BEC ELEMENTS,SEDIMENT STRAINER ELEMENTS,SEDIMENT STRAINER N2945BFA FILTERS,AIR VACUUM FILTERS,AIR VACUUM N2945BFB FILTERS,FLUID,PRESSURE FILTERS,FLUID,PRESSURE N2945BFC FILTERS,LUBRICATING OIL FILTERS,LUBRICATING OIL N2945BFD FILTERS,CARBURETOR,AIR FILTERS,CARBURETOR,AIR N2945BFE FILTERS,OIL FILTERS,OIL N2945BFG FILTER BAGS,OIL FILTER BAGS,OIL N2945BFJ FILTER BODIES,FLUID FILTER BODIES,FLUID N2945BFL FILTER ELEMENTS,FLUID,PRESSURE FILTER ELEMENTS,FLUID,PRESSURE N2945BFM FILTER ELEMENTS,INTAKE AIR CLEANER FILTER ELEMENTS,INTAKE AIR CLEANER N2945BHA HEADS,FLUID FILTER HEADS,FLUID FILTER N2945BHD HOSE,PREFORMED,ENGINE AIR CLEANER HOSE,PREFORMED,ENGINE AIR CLEANER 101520 - OEM Automotive Parts and Supplies 2020/08/27 08:08:33 AM EDT Page 10 of 14 GSIN Categories (310) N2945BPA PARTS KITS,FLUID PRESSURE FILTER PARTS KITS,FLUID PRESSURE FILTER N2945BPB PARTS KITS,SEDIMENT BOWL PARTS KITS,SEDIMENT BOWL N2945BPD PRESSURE FILTERS,FLUID PRESSURE FILTERS,FLUID N2945BSA STRAINERS,OIL STRAINERS,OIL N2945BSB STRAINERS,SEDIMENT STRAINERS,SEDIMENT N2945BSD STRAINER ASSEMBLIES,OIL STRAINER ASSEMBLIES,OIL N2945BSF STRAINER BODIES,SEDIMENT STRAINER BODIES,SEDIMENT N2945BSH STRAINER ELEMENTS,SEDIMENT STRAINER ELEMENTS,SEDIMENT N2945BSJ STRAINER HEADS,SEDIMENT STRAINER HEADS,SEDIMENT N2945BVA VACUUM FILTERS,AIR,CARBURETOR VACUUM FILTERS,AIR,CARBURETOR N2945CAA AIR CLEANERS AIR CLEANERS N2945CAB AIR CLEANERS,INTAKE AIR CLEANERS,INTAKE N2945CAC AIR CLEANER BAFFLES AIR CLEANER BAFFLES N2945CAD AIR CLEANER BOWLS AIR CLEANER BOWLS N2945CAE AIR CLEANER ELEMENTS,INTAKE AIR CLEANER ELEMENTS,INTAKE N2945CAF AIR CLEANER FILTER ELEMENTS,INTAKE AIR CLEANER FILTER ELEMENTS,INTAKE N2945CAH AIR FILTERS AIR FILTERS N2945CBA BAILS,SEDIMENT BOWL BAILS,SEDIMENT BOWL N2945CBC BODI BODI N2945CBE BOWLS,AIR CLEANERS,FLUID FILTER BOWLS,AIR CLEANERS,FLUID FILTER N2945CBF BODIES,SEDIMENT BODIES,SEDIMENT N2945CBJ BRACKETS,INTAKE AIR CLEANER BRACKETS,INTAKE AIR CLEANER N2945CCA CARBURETOR AIR CLEANERS CARBURETOR AIR CLEANERS N2945CCC CARTRIDGES,AIR FILTER CARTRIDGES,AIR FILTER N2945CCE COVERS,FLUID FILTER COVERS,FLUID FILTER N2945CEA ELEMENTS,LUBRICATING OIL FILTER ELEMENTS,LUBRICATING OIL FILTER N2945CEB ELEMENTS,OIL FILTER ELEMENTS,OIL FILTER 101520 - OEM Automotive Parts and Supplies 2020/08/27 08:08:33 AM EDT Page 11 of 14 GSIN Categories (310) N2945CEC ELEMENTS,SEDIMENT STRAINER ELEMENTS,SEDIMENT STRAINER N2945CFA FILTERS,AIR,VACUUM FILTERS,AIR,VACUUM N2945CFB FILTERS,FLUID,PRESSURE FILTERS,FLUID,PRESSURE N2945CFC FILTERS,LUBRICATING OIL FILTERS,LUBRICATING OIL N2945CFD FILTERS,CARBURETOR,AIR FILTERS,CARBURETOR,AIR N2945CFG FILTER BAGS,OIL FILTER BAGS,OIL N2945CFM FILTER ELEMENTS,FLUID,PRESSURE FILTER ELEMENTS,FLUID,PRESSURE N2945CFN FILTER ELEMENTS,INTAKE AIR CLEANER FILTER ELEMENTS,INTAKE AIR CLEANER N2945CFO FILTER ELEMENTS,LUBRICATING OIL FILTER ELEMENTS,LUBRICATING OIL N2945CHA HEADS,FLUID FILTER HEADS,FLUID FILTER N2945CHB HEADS,SEDIMENT STRAINER HEADS,SEDIMENT STRAINER N2945CHD HOSE,PREFORMED,ENGINE AIR CLEANER HOSE,PREFORMED,ENGINE AIR CLEANER N2945CPA PARTS KITS,FLUID PRESSURE FILTER PARTS KITS,FLUID PRESSURE FILTER N2945CPB PARTS KITS,SEDIMENT BOWL PARTS KITS,SEDIMENT BOWL N2945CPD PRESSURE FILTERS,FLUID PRESSURE FILTERS,FLUID N2945CSA STRAINEERS,OIL STRAINEERS,OIL N2945CSB STRAINERS,SEDIMENT STRAINERS,SEDIMENT N2945CSD STRAINER ASSEMBLIES,OIL STRAINER ASSEMBLIES,OIL N2945CSF STRAINER BODIES,SEDIMENT STRAINER BODIES,SEDIMENT N2945CSH STRAINER ELEMENTS,SEDIMENT STRAINER ELEMENTS,SEDIMENT N2945CSJ STRAINER HEADS,SEDIMENT STRAINER HEADS,SEDIMENT N2945CVA VACUUM FILTERS,AIR,CARBURETOR VACUUM FILTERS,AIR,CARBURETOR N2945DAA AIR CLEANERS AIR CLEANERS N2945DAB AIR CLEANERS,INTAKE AIR CLEANERS,INTAKE N2945DAC AIR CLEANER BAFFLES AIR CLEANER BAFFLES N2945DAD AIR CLEANER BOWLS AIR CLEANER BOWLS N2945DAE AIR CLEANER ELEMENTS,INTAKE AIR CLEANER ELEMENTS,INTAKE 101520 - OEM Automotive Parts and Supplies 2020/08/27 08:08:33 AM EDT Page 12 of 14 GSIN Categories (310) N2945DAF AIR CLEANER FILTER ELEMENTS,INTAKE AIR CLEANER FILTER ELEMENTS,INTAKE N2945DAH AIR FILTERS AIR FILTERS N2945DBA BAILS,SEDIMENT BOWL BAILS,SEDIMENT BOWL N2945DBC BODI BODI N2945DBE BOWLS,AIR CLEANERS,FLUID FILTER BOWLS,AIR CLEANERS,FLUID FILTER N2945DBF BODIES SEDIMENT BODIES SEDIMENT N2945DBJ BRACKETS,INTAKE AIR CLEANER BRACKETS,INTAKE AIR CLEANER N2945DCA CARBURETOR AIR CLEANERS CARBURETOR AIR CLEANERS N2945DCC CARTRIDGES,AIR FILTER CARTRIDGES,AIR FILTER N2945DCE COVERS,FLUID FILTER COVERS,FLUID FILTER N2945DEA ELEMENTS,LUBRICATING OIL FILTER ELEMENTS,LUBRICATING OIL FILTER N2945DEB ELEMENTS,OIL FILTER ELEMENTS,OIL FILTER N2945DEC ELEMENTS,SEDIMENT STRAINER ELEMENTS,SEDIMENT STRAINER N2945SFE FILTERS,OIL FILTERS,OIL N2950 TURBOSUPERCHARGER AND COMPONENTS TURBOSUPERCHARGER AND COMPONENTS N2950A TURBOSUPERCHARGERS AND TURBO-BLOWERS, (MARINE) TURBOSUPERCHARGERS AND TURBO-BLOWERS, (MARINE) N2990 ENGINE ACCESSORIES, MISCELLANEOUS, NON-AIRCRAFT Miscellaneous Engine Accessories, Nonaircraft Includes Engine Dynafocal Suspension Mounts; Engine Driven Superchargers (not integrated with engine); Starter Cranks; Engine starter Ropes; Exhaust Mufflers; Hand Inertia Starters; Air Duct Heaters; Engine Governors; Intake Mufflers; Combustion Type Starters. N2990001 ENGINE ACCESSORIES, MISCELLANEOUS, NON-AIRCRAFT AND NON-MARINE (STANDARD COMMERCIAL) ENGINE ACCESSORIES, MISCELLANEOUS, NON-AIRCRAFT AND NON-MARINE (STANDARD COMMERCIAL) N2990A ENGINE ACCESSORIES, MISCELLANEOUS ENGINE ACCESSORIES, MISCELLANEOUS N2990AB ENGINE ACCESSORIES, MISCELLANEOUS, MARINE ENGINE ACCESSORIES, MISCELLANEOUS, MARINE N2990B MUFFLERS, EXHAUST MUFFLERS, EXHAUST N2990C HEATERS, ENGINE, GASOLINE OR DIESEL OPERATED HEATERS, ENGINE, GASOLINE OR DIESEL OPERATED N2990CB HEATERS, ENGINE, GASOLINE OR DIESEL OPERATED, MARINE HEATERS, ENGINE, GASOLINE OR DIESEL OPERATED, MARINE N2990D EXHAUST PIPES AND TAIL PIPES EXHAUST PIPES AND TAIL PIPES 101520 - OEM Automotive Parts and Supplies 2020/08/27 08:08:33 AM EDT Page 13 of 14 GSIN Categories (310) N2990DA EXHAUST PIPES AND TAIL PIPES, EXCEPT MARINE, GROUND EFFECT AND ARMOURED FIGHTING VEHICLES EXHAUST PIPES AND TAIL PIPES, EXCEPT MARINE, GROUND EFFECT AND ARMOURED FIGHTING VEHICLES N2990DB INLET AND EXHAUST PIPES, MARINE INLET AND EXHAUST PIPES, MARINE N2990DC INLET AND EXHAUST PIPES, MARINE, INSULATION BLANKETS, CUSTOM MADE INLET AND EXHAUST PIPES, MARINE, INSULATION BLANKETS, CUSTOM MADE N2990FA MISCELLANEOUS ENGINE ACCESSORIES, NON-AIRCRAFT, N.E.S., ARMOURED FIGHTING VEHICLE, S.M.P. MISCELLANEOUS ENGINE ACCESSORIES, NON-AIRCRAFT, N.E.S., ARMOURED FIGHTING VEHICLE, S.M.P. N2995 MISCELLANEOUS ENGINE ACCESSORIES, AIRCRAFT Miscellaneous Engine Accessories, Aircraft Includes Engine Dynafocal Suspension Mounts; Engine Cowling Mounts; Engine Mounted Control Assemblies; Pneumatic Starters; Control Assemblies; Push- Pull; Specially designed Jet Engine Oil, Air, Anti-icing and Hydraulic Regulators, Valves, and Pumps; Combusion Type Starters; Miscellaneous Accessories for Prime Mover type Guided Missile. N2995A MISCELLANEOUS ENGINE ACCESSORIES, AIRCRAFT, N.E.S. MISCELLANEOUS ENGINE ACCESSORIES, AIRCRAFT, N.E.S. N2995C CYLINDERS, HYDRAULIC ACCUMULATORS, AIRCRAFT ENGINE CYLINDERS, HYDRAULIC ACCUMULATORS, AIRCRAFT ENGINE N2995D HYDRAULIC CONTROL ASSEMBLIES, AIRCRAFT ENGINE HYDRAULIC CONTROL ASSEMBLIES, AIRCRAFT ENGINE MERX Category (1) G Goods Goods G22 Miscellaneous Goods Miscellaneous Goods UNSPSC Category (1) 78000000 Transportation and Storage and Mail Services 78180000 Transportation repair or maintenance services 78180100 Vehicle maintenance and repair services 101520 - OEM Automotive Parts and Supplies 2020/08/27 08:08:33 AM EDT Page 14 of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`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`` ` i &NQJSF4UBUF%FWFMPQNFOUIUUQXXXFTEOZHPW RI ProposalOpeningRecord Dateofopening:October15,2020 SourcewellpostedRequestforProposal#101520,fortheprocurementofOEMAutomotivePartsandSupplies,on theSourcewellProcurementPortal[proportal.sourcewellͲmn.gov]onThursday,August27,2020,andthe solicitationremainedinanopenstatuswithintheportaluntilOctober15,2020,at4:30pmCT.TheRFPrequired thatallproposalsbesubmittedthroughtheSourcewellProcurementPortalnolaterthan4:30pmCTonOctober 15,2020,thedateandtimespecifiedintheSolicitationSchedule. TheundersignedcertifythatallresponsesreceivedonRequestforProposal#101520weresubmittedthroughthe SourcewellProcurementPortal,andthateachProposer’sresponsematerialwasdigitallysealeduponsubmission andremainedinaccessibleuntiltheduedateandtimespecifiedintheSolicitationSchedule. Responseswerereceivedfromthefollowing: ElliottAutoSupplyCo.,Inc.–received10/12/20at4:53:52PM FordCustomerServiceDivision–received10/14/20at2:48:05PM FredBeansParts,Inc.–received10/15/20at2:41:30PM GeneralMotorsACDelco–received10/15/20at10:23:20AM Navistar,Inc.–received10/15/20at12:31:28PM NemcoResources,Ltd.–received10/15/20at11:51:56AM TheProposalswereopenedelectronically,andalistofallProposerswasmadepubliclyavailableinthe SourcewellProcurementPortal,onOctober15,2020,at4:32:05PMCT.Allresponsiveproposalswerethen submittedforreviewbytheSourcewellEvaluationCommittee. ____________________________________________________________________________ JamesVoelker,CPCM,CFCM,ProcurementLeadAnalystCarolJackson,ProcurementAnalyst Elliot Auto Supply Ford Motor Company Fred Beans Parts General Motors Navistar Inc Nemco ResourcesPossible PointsConformance to RFP Requirements5040 37 41 39 41 36 Pricing400326 300 274 321 321 271 Financial Viability and Marketplace Success7563 68 59 62 66 54 Ability to Sell and Deliver Service10083 87 67 82 89 62 Marketing Plan5038 42 37 38 41 31 Value Added Attributes7560 65 58 51 65 43 Warranty5038 42 41 43 39 41 Depth and Breadth of Offered Equipment, Products, or Services200172 165 181 170 162 114 Total Points1,000 820 806 758 806 824 652Rank Order23.5 53.5 1 6James Voelker, CPCM, CFCM, Procurement Lead Analyst Brandon Town, CPSM, CPSD, Procurement AnalystCarol Jackson, Procurement Analyst Michael Muñoz, CPPB, Procurement AnalystProposal EvaluationOEM Automotive Parts and Supplies RFP #101520 COMMENT AND REVIEW to the REQUEST FOR PROPOSAL (RFP) 101520 Entitled OEM Automotive Parts and Supplies The following advertisement was placed August 27, 2020 in Utah’s The Salt Lake Tribune, in USA Today, in South Carolina’s The State, and on the Sourcewell website www.sourcewell-mn.gov, Sourcewell Procurement Portal https://proportal.sourcewell-mn.gov, Biddingo, Merx, The New York State Contract Reporter www.nyscr.ny.gov, PublicPurchase.com, and August 28, 2020 in Oregon’s Daily Journal of Commerce: Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for OEM Automotive Parts and Supplies to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than October 15, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. The solicitation process was conducted through the Sourcewell Procurement Portal. The following parties expressed interest in the solicitation by registering for this opportunity within the portal: Auto Remote Direct Napa Auto Parts Battery Systems, Inc. Navistar, Inc. Chaparral Dodge, Inc. Nemco Resources, Ltd. Clarke Power Services, Inc. New York Bus Sales, LLC D&W Diesel, Inc. Paccar Parts (PACCAR, Inc.) Distributor Operations, Inc. Prime Vendor, Inc. Dunlop Western Star Truck Centres, Ltd. RFX ANALYST, INC. ELLIOTT AUTO SUPPLY CO., INC. Rush Truck Centers of California, Inc. Equipment Works Inc, LLC SnoDepot Ford Customer Service Division (Ford Motor Company) Stonebrooke Equipment, Inc. FRED BEANS PARTS, INC. Uap, Inc. General Motors ACDelco Valor Holdings, LLC Hbar Holdings, LLC Wheeler Bros., Inc. Sourcewell Page 2 of 4 Holman Ford Lincoln Turnersville Whelen Engineering Company, Inc. Industrial Power, LLC Wholesale Truck & Trailer Parts MI Petro Construction & Supply, Inc. All Proposals remained sealed within the Sourcewell Procurement Portal until the scheduled due date and time. Proposals were electronically opened, and the list of all Proposers was made publicly available on the Sourcewell Procurement Portal, on October 15, 2020, at 4:32:05 pm CT. Proposals were received from the following: Elliott Auto Supply Co., Inc. Ford Motor Company Fred Beans Parts, Inc. General Motors ACDelco Navistar, Inc. Nemco Resources, Ltd. Proposals were reviewed by the Proposal Evaluation Committee: James Voelker, CPCM, CFCM, Procurement Lead Analyst Brandon Town, CPSM, CPSD Procurement Analyst Carol Jackson, Procurement Analyst Michael Muñoz, CPPB, Procurement Analyst The findings of the Proposal Evaluation Committee are summarized as follows: The Proposal Evaluation Committee applied the Sourcewell RFP evaluation criteria and determined that all proposal responses met the scope and mandatory submittal requirements. The response of Ford Customer Service Division was found to contain uploaded pricing files that were inaccessible due to password protection. Sourcewell issued a request for clarification to Ford Customer Service Division, pursuant to RFP Section VI.B., seeking the necessary passwords. Ford Customer Service Division provided the requested clarification by identifying the passwords required to view the affected pricing documents. The Proposal Evaluation Committee thereafter evaluated all of the responses. Elliott Auto Supply Co is a large-scale distributor of ACDelco and Motorcraft OEM automotive parts. Their sales network consists of over 160 locations throughout the United States and includes online ordering capabilities. Elliott Auto Supply Co also offers Sourcewell Participating Entities access to numerous standard and customizable reports to assist in tracking their fleet requirements. Elliott Auto Supply Co offers competitive prices with no ground freight or delivery charges. Ford Motor Company manufactures Motorcraft OEM automotive parts for Ford, Lincoln, and Mercury vehicles. They are ready to serve Sourcewell Participating Entities across the United States through their robust network of participating dealerships and parts distribution centers. Ford Motor Company maintains virtual parts warehouses with over 50 million OEM parts to assist dealers in quickly and efficiently sourcing in-demand parts. Ford Motor Company offers considerable discounts with the opportunity to earn rebates. General Motors ACDelco offers OEM automotive parts for all General Motors produced light and medium duty vehicles. They are prepared to serve Sourcewell Participating Entities throughout the United States with over 2100 dealers participating in the GM Mega Fleet Program. General Motors ACDelco offers complimentary service Sourcewell Page 3 of 4 training as part of the GM Partner Perks Program. General Motors ACDelco provides strong pricing discounts to Sourcewell Participating Entities. Navistar, Inc provides medium and heavy-duty OEM automotive parts for their International Truck and IC Bus brands. Navistar will serve Sourcewell Participating Entities with over 1000 participating locations and dealers across the United States and Canada. Online parts information and ordering ability is available through their free OnCommand Parts Information tool. Navistar offers competitive discounts on their parts solutions. For these reasons, the Sourcewell Proposal Evaluation Committee recommends award of Sourcewell Contract #101520 to: Elliott Auto Supply Co., Inc. 101520-FMP Ford Motor Company 101520-FMC General Motors ACDelco 101520-GNL Navistar, Inc. 101520-NVS The preceding recommendations were approved on December 2, 2020. ______________________________________________ James Voelker, CPCM, CFCM, Procurement Lead Analyst __________________________________________ Brandon Town, CPSM, CPSD Procurement Analyst _________________________________________ Carol Jackson, Procurement Analyst ________________________________________ Michael Muñoz, CPPB, Procurement Analyst Sourcewell Page 4 of 4 STATEMENT OF COMPLIANCE As Chief Procurement Officer for Sourcewell, I have reviewed the recommendation of the Evaluation Committee and the accompanying support materials documenting the process followed for RFP #101520 for OEM Automotive Parts and Supplies. The committee accepted, deemed responsive, evaluated, and recommended proposals for award. Under authority granted to the Chief Procurement Officer in Sourcewell’s bylaws, the recommendations set forth above are approved. I hereby certify: 1. Sourcewell is a government agency, created and authorized by Minnesota law to provide cooperative procurement contracts. 2. The procurement process and resulting contracts have been awarded in compliance with the laws of the State of Minnesota (Minnesota Statutes Chapter 471 and Minnesota Statutes Section 123A.21), and in conformity to Sourcewell’s Procurement Policy. Jeremy Schwartz, CSSBB, CPPO Chief Procurement Officer REGULAR MEETING & RETREAT MINUTES OF THE SOURCEWELL BOARD OF DIRECTORS Tuesday, May 19, 2020 Sourcewell 202 12th St. NE, Staples, MN 56479 ITV via Microsoft Teams Chair Wilson called the retreat to order at 4:00 p.m. with the following members present: Greg Zylka, Linda Arts, Chris Kircher, Scott Veronen, Ryan Thomas, Sharon Thiel, Sara Nagel, and Mike Wilson via ITV. Also present were Janette Bower, City of Wadena, Simoine Bolin, Mid-State Education District, and Paul Brownlow, Verndale School District, Ex- Officios; Chad Coauette, Susan Nanik, Marcus Miller, Jamie Loken, Paul Drange, Mike Carlson, Jeremy Schwartz, Travis Bautz, Chris Robinson, Tom Perttula, Kelli Draper, Kassidy Rice, Michael Brandt, Ryan Donovan, Rebecca Grunig, Sarah Speer, Dean Greising, Jon Andres, Cara Bengtson, Jill Beaupre, Beverly Hoemberg, Josh Meech, Danielle Wadsworth, Sourcewell Staff; Bill Harvey, Andrea Cuene, Julie Frame, Jonathan Daniel, Julie Page, Anita Toth, Richard Limpert, Corey Tramm, Tony Skauge, and Susan Mussell, Sourcewell Technology Ex-Officios and staff. Dr. Coauette and Mr. Wilson gave a welcome. Mr. Carlson presented FY 20/21 Annual Budget Projections and Preview. Ms. Nanik presented FY 20/21 FTE Projections. Dr. Coauette and Mr. Bautz presented the Sourcewell Strategy Story. Chair Wilson called the Sourcewell Regular Board meeting to order at 6:44pm with the following members present: Greg Zylka, Linda Arts, Chris Kircher, Scott Veronen, Ryan Thomas, Sharon Thiel, Sara Nagel, and Mike Wilson via ITV. Also present were Janette Bower, City of Wadena, Simoine Bolin, Mid-State Education District, and Paul Brownlow, Verndale School District, Ex-Officios; Chad Coauette, Susan Nanik, Marcus Miller, Jamie Loken, Paul Drange, Mike Carlson, Jeremy Schwartz, Travis Bautz, Kelli Draper, Kassidy Rice, Michael Brandt, Sarah Speer, Dean Greising, Cara Bengtson, Jill Beaupre, Beverly Hoemberg, Josh Meech, Danielle Wadsworth, Sourcewell Staff; Richard Limpert, Tony Skauge, guests. Mr. Zylka moved, seconded by Ms. Nagel to accept the agenda as presented. Roll call vote taken. Motion passed unanimously. Ms. Thiel moved, seconded by Mr. Veronen to accept the minutes of the Regular Board Meeting held on April 21, 2020. Roll call vote taken. Motion passed unanimously. Mr. Carlson presented the monthly Financial Reports. Mr. Veronen moved, seconded by Mr. Zylka to approve the Check Register, Wire Transfer activity, and Wire Transfer- Employee Expense reimbursements as detailed in the batch reports dated May 14th, 2020. Roll call vote taken. Motion passed unanimously. Mr. Thomas moved, seconded by Mr. Kircher to accept the Consent Agenda as follows: • Updated Membership Agreements Members added April 1-30, 2020 • Resolution to approve permission to solicit the following categories: o Automotive Original Equipment Manufacturer (OEM) Parts with Related Supplies and Services o Inventory Management Solutions • Resolution to approve permission to re-solicit the following category: o Forklifts, Lift Trucks, and Related Material Handling Equipment and Services • Los Angeles County Sanitation District No. 2 and Sourcewell Joint Powers Agreement • Stevens County Interlocal Cooperative Agreement for Family Child Care Licensing Services • Douglas County Interlocal Cooperative Agreement for Adult Foster Care Licensing Services • Ottertail County Interlocal Cooperative Agreement for Adult Foster Care Licensing Services Roll call vote taken. Motion passed unanimously. Mr. Schwartz presented new and renewed contracts awarded in April as noted in Appendix A. Ms. Nagel moved, seconded by Ms. Arts to approve the Resolution to Approve Ratification of Cooperative Contracting Awards. Roll call vote taken. Resolution passed unanimously. Mr. Zylka moved, seconded by Mr. Thomas to approve Sourcewell Procurement Policy. Roll call vote taken. Motion passed unanimously. Mr. Zylka moved, seconded by Ms. Nagel to approve the Executive Director’s Personnel Recommendations. Roll call vote taken. Motion passed unanimously. Ms. Thiel moved, seconded by Mr. Kircher to approve personnel recommendations as presented. Roll call vote taken. Motion passed unanimously. Dr. Coauette gave a business update on Covid-19, State/National Associations and Partnerships, and asked for Board Retreat feedback. Mr. Thomas moved, seconded by Ms. Thiel to adjourn the meeting at 7:30 p.m. Roll call vote taken. Motion passed unanimously. APPENDIX A SOURCEWELL PROCUREMENT DEPARTMENT BOARD ITEMS ‐May 2020 Requesting Board permission to Solicit the following categories: Requesting Board permission to Re‐Solicit the following categories: NEW CONTRACTS Staples Contract & Commercial, LLC 012320‐SCC "Office Supply Catalog Solutions" ARI Phoenix, Inc. 013020‐ARP "Vehicle Lifts, with Garage and Fleet Maintenance Equipment" Genuine Parts Company dba NAPA Auto Parts 013020‐GPC "Vehicle Lifts, with Garage and Fleet Maintenance Equipment" LIFTNOW Automotive Equipment Corp. 013020‐LFT "Vehicle Lifts, with Garage and Fleet Maintenance Equipment" Mohawk Resources, Ltd. 013020‐MRL "Vehicle Lifts, with Garage and Fleet Maintenance Equipment" Snap‐on Industrial, A Division of IDSC Holdings, LLC 013020‐SNP "Vehicle Lifts, with Garage and Fleet Maintenance Equipment" Stertil‐Koni USA, Inc. 013020‐SKI "Vehicle Lifts, with Garage and Fleet Maintenance Equipment" Draeger, Inc. 032620‐DRG "Firefighting Personal Protective Equipment, Apparel, and Accessories, with Related Cleaning and Maintenance Equipment" Fire‐Dex, LLC 032620‐FDX "Firefighting Personal Protective Equipment, Apparel, and Accessories, with Related Cleaning and Maintenance Equipment" Innotex Corporation 032620‐INO "Firefighting Personal Protective Equipment, Apparel, and Accessories, with Related Cleaning and Maintenance Equipment" L.N. Curtis & Sons 032620‐LNC "Firefighting Personal Protective Equipment, Apparel, and Accessories, with Related Cleaning and Maintenance Equipment" LION First Responder, Inc. 032620‐LIO "Firefighting Personal Protective Equipment, Apparel, and Accessories, with Related Cleaning and Maintenance Equipment" Motion Industries (Canada), Inc. 032620‐MII "Firefighting Personal Protective Equipment, Apparel, and Accessories, with Related Cleaning and Maintenance Equipment" Municipal Emergency Services, Inc. 032620‐MES "Firefighting Personal Protective Equipment, Apparel, and Accessories, with Related Cleaning and Maintenance Equipment" Safeware, Inc. 032620‐SAF "Firefighting Personal Protective Equipment, Apparel, and Accessories, with Related Cleaning and Maintenance Equipment" W.W. Grainger, Inc. 032620‐WWG "Firefighting Personal Protective Equipment, Apparel, and Accessories, with Related Cleaning and Maintenance Equipment" C.E.T. Fire Pumps MFG, Ltd. 040220‐CET "Firefighting Equipment and Rescue Tools with Related Supplies and Accessories" Husqvarna Professional Products, Inc. 040220‐HSQ "Firefighting Equipment and Rescue Tools with Related Supplies and Accessories" Kipper Tool Company 040220‐KPP "Firefighting Equipment and Rescue Tools with Related Supplies and Accessories" L.N. Curtis & Sons 040220‐LNC "Firefighting Equipment and Rescue Tools with Related Supplies and Accessories" Municipal Emergency Services, Inc. 040220‐MES "Firefighting Equipment and Rescue Tools with Related Supplies and Accessories" W.W. Grainger, Inc. 040220‐WWG "Firefighting Equipment and Rescue Tools with Related Supplies and Accessories" Whelen Engineering Company, Inc. 040220‐WHL "Firefighting Equipment and Rescue Tools with Related Supplies and Accessories"CONSENT AGENDA ITEMSInventory Management Solutions Forklifts, Lift Trucks, and Related Material Handling Equipment and Services Automotive Original Equipment Manufacturer (OEM) Parts with Related Supplies and Services APPENDIX A Continued 5th YEAR RENEWALS (CONTRACT EXTENSIONS) NEW ezIQC CONTRACTS Brown & Root Industrial Services, LLC GA‐A01‐040820‐KBR Greene and Burdette Property Management LLC GA‐A02‐040820‐GBP HITT Contracting GA‐A03‐040820‐HCI Striker Contracting, LLC GA‐A04‐040820‐SCL Crown Retail Services, Inc GA‐A05‐040820‐CRS Albion Scaccia Enterprises, LLC GA‐A06‐040820‐ALB Paryani Real Estate LLC GA‐A07‐040820‐PAR HCR Construction, Inc. GA‐A08‐040820‐HCR Lichty Commercial Construction, Inc. GA‐A09‐040820‐LIY Place Services, Inc. GA‐A10‐040820‐PLA Odyssey International dba Odyssey Global, Inc. GA‐B01‐040820‐ODI Greene and Burdette Property Management, LLC GA‐B02‐040820‐GBP Crown Retail Services, Inc. GA‐B03‐040820‐CRS HITT Contracting GA‐B04‐040820‐HCI Albion Scaccia Enterprises, LLC GA‐B05‐040820‐ALB Centennial Contractors Enterprises GA‐B06‐040820‐CCE Darsey Construction, LLC GA‐B07‐040820‐DAR Place Services, Inc. GA‐B08‐040820‐PLA Red Cloud Services, LLC GA‐B09‐040820‐RCS Ujamaa Construction GA‐B10‐040820‐UJA Darsey Construction, LLC GA‐C01‐040820‐DAR Greene and Burdette Property Management, LLC GA‐C02‐040820‐GBP Albion Scaccia Enterprises, LLC GA‐C03‐040820‐ALB HITT Contracting GA‐C04‐040820‐HCI Place Services, Inc. GA‐C05‐040820‐PLA Centennial Contractors Enterprises GA‐C06‐040820‐CCE Engineering Design Technologies, Inc. GA‐C07‐040820‐EDT Ujamaa Construction GA‐C08‐040820‐UJA Red Cloud Services, LLC GA‐C09‐040820‐RCS Jewel of the South, Inc. GA‐C10‐040820‐JOS Odyssey International dba Odyssey Global, Inc. GA‐D01‐040820‐ODI Darsey Construction, LLC GA‐D02‐040820‐DAR Greene and Burdette Property Management, LLC GA‐D03‐040820‐GBP Lynn Construction Contracting, Inc. GA‐D04‐040820‐LYN Albion Scaccia Enterprises, LLC GA‐D05‐040820‐ALB HITT Contracting GA‐D06‐040820‐HCI Place Services, Inc. GA‐D07‐040820‐PLA Centennial Contractors Enterprises GA‐D08‐040820‐CCE Engineering Design Technologies, Inc. GA‐D09‐040820‐EDT Ujamaa Construction GA‐D10‐040820‐UJA F.H. Paschen GA‐ST01‐040820‐FHP Prime Contractors, Inc. GA‐ST02‐040820‐PCI JOC Construction, LLC GA‐ST03‐040820‐LRI Bayne Development Group, LLC GA‐ST04‐040820‐BDG Huper Optik USA, LLP GA‐ST05‐040820‐HOP Ward Humphrey, Inc. GA‐ST06‐040820‐WHI Johnson‐Laux Construction GA‐ST07‐040820‐JLC Osprey Management GA‐ST08‐040820‐OML Astra Construction Services, LLC GA‐ST09‐040820‐ACS Rubio and Son Interiors, Inc. GA‐ST10‐040820‐RSI ezIQC ANNUAL RENEWALS Shiff Construction & Development, Inc. FL‐SEA‐GC02‐041019‐SCD Lanzo Construction Co., Florida FL‐NEA‐P01‐041019‐LCC Advanced Roofing, Inc. FL‐SEA‐R01‐041019‐ADR FHP Tectonics Corp. FL‐SEA‐GC08‐041019‐FTC LEE Construction Group, Inc. FL‐SEA‐GC07‐041019‐LCI IFB GA‐040820 Area A Northern Georgia IFB GA‐040820 Area B East Central Georgia IFB GA‐040820 Area C Southwest Georgia IFB GA‐040820 Area D Southeast Georgia IFB GA‐040820 Statewide Area Georgia APPENDIX A Continued Team Contracting, Inc. FL‐SEA‐GC04‐041019‐TCI Harbour Construction, Inc. FL‐SEA‐GC01‐041019‐HBC Astra Construction Services, LLC FL‐NWA‐GC02‐041019‐ACS Southern Underground Industries, Inc. FL‐NWA‐UG2‐041019‐SUI EnviroWaste Services Group, Inc. FL‐NWA‐UG1‐041019‐EWS Lanzo Construction Co., Florida FL‐NWA‐P01‐041019‐LCC OmniCon Corp FL‐NWA‐GC04‐041019‐OMN Johnson‐Laux Construction, LLC FL‐NWA‐GC03‐041019‐JLC LEE Construction Group, Inc. FL‐NWA‐GC01‐041019‐LCI Southern Underground Industries, Inc. FL‐NEA‐UG2‐041019‐SUI EnviroWaste Services Group, Inc. FL‐NEA‐UG1‐041019‐EWS Astra Construction Services, LLC FL‐NEA‐GC06‐041019‐ACS Johnson‐Laux Construction, LLC FL‐NEA‐GC04‐041019‐JLC Epic Construction Inc FL‐NEA‐GC03‐041019‐ECI FHP Tectonics Corp. FL‐NEA‐GC02‐041019‐FTC Metro Express, Inc. FL‐SEA‐UG2‐041019‐MEI EnviroWaste Services Group, Inc. FL‐SEA‐UG1‐041019‐EWS Lanzo Construction Co., Florida FL‐SEA‐P02‐041019‐LCC Metro Express, Inc. FL‐SEA‐P01‐041019‐MEI d2 Construction Inc FL‐SEA‐GC03‐041019‐DTC Epic Construction Inc FL‐WCA‐GC03‐041019‐ECI Advanced Roofing, Inc. FL‐WCA‐R01‐041019‐ADR Caladesi Construction Co. FL‐WCA‐P01‐041019‐CAL LEE Construction Group, Inc. FL‐NEA‐GC01‐041019‐LCI Caladesi Construction Co. FL‐WCA‐GC06‐041019‐CAL Charles Perry Partners, Inc. FL‐WCA‐GC05‐041019‐CPP BDI Construction Company FL‐WCA‐GC01‐041019‐BDI Advanced Roofing, Inc. FL‐NEA‐R01‐041019‐ADR Charles Perry Partners, Inc. FL‐NEA‐GC05‐041019‐CPP Danz Contracting, LLC FL‐SEA‐GC06‐041019‐DCL BDI Construction Company FL‐SEA‐GC05‐041019‐BDI Advanced Roofing, Inc. FL‐NWA‐R01‐041019‐ADR David Mancini & Sons, Inc. FL‐NEA‐GC07‐041019‐DMS Southern Underground Industries, Inc. FL‐WCA‐UG2‐041019‐SUI Lanzo Construction Co., Florida FL‐WCA‐P02‐041019‐LCC Astra Construction Services, LLC FL‐WCA‐GC07‐041019‐ACS Johnson‐Laux Construction, LLC FL‐WCA‐GC04‐041019‐JLC EnviroWaste Services Group, Inc. FL‐WCA‐UG1‐041019‐EWS Shiff Construction & Development, Inc. FL‐WCA‐GC08‐041019‐SCD LEE Construction Group, Inc. FL‐WCA‐GC02‐041019‐LCI The Jamar Company MN03IR‐042517‐JMR JJD Companies LLC MN01UC5‐042517‐JJD Kaski, Inc. MN01IR‐042517‐KAS S & S Electric Co MD‐WMA‐E02‐042419‐SSE Salone, LLC MD‐WMA‐GC04‐042419‐SAL I.B. Abel, Inc. MD‐WMA‐E01‐042419‐IBA Carl Belt, Inc. MD‐WMA‐GC03‐042419‐CBI The Matthews Group MD‐WMA‐GC02‐042419‐TMG Salone, LLC MD‐WMA‐R01‐042419‐SAL Hite Roofing MD‐WMA‐R02‐042419‐HAS Salone, LLC MD‐WMA‐P01‐042419‐SAL FHP Tectonics Corp. MD‐WMA‐GC01‐042419‐FTC Allied Building Service Company of Detroit, Inc. MI‐GRP‐E‐A‐050118‐ABS Marshall Contracting Services MI‐LAN‐GC‐B‐050118‐MCS Bloom Roofing Systems, Inc. MI‐GRP‐R‐A‐050118‐BRS Allied Building Service Company of Detroit, Inc. MI‐GRP‐GC‐C‐050118‐ABS F.H. Paschen, S.N. Nielsen & Associates, LLC MI‐LAN‐GC‐A‐050118‐FHP Marshall Contracting Services MI‐DET‐C‐A‐050118‐MCS Bloom Roofing Systems, Inc. MI‐LAN‐R‐A‐050118‐BRS Marshall Contracting Services MI‐DET‐DEM‐A‐050118‐MCS Marshall Contracting Services MI‐DET‐WSUI‐A‐050118‐MCS Allied Building Service Company of Detroit, Inc. MI‐LAN‐HVAC‐A‐050118‐ABS Marshall Contracting Services MI‐DET‐GC‐A‐050118‐MCS Allied Building Service Company of Detroit, Inc. MI‐DET‐E‐A‐050118‐ABS Allied Building Service Company of Detroit, Inc. MI‐DET‐GC‐C‐050118‐ABS APPENDIX A Continued Allied Building Service Company of Detroit, Inc. MI‐DET‐HVAC‐A‐050118‐ABS Allied Building Service Company of Detroit, Inc. MI‐LAN‐GC‐C‐050118‐ABS F.H. Paschen, S.N. Nielsen & Associates, LLC MI‐GRP‐GC‐B‐050118‐FHP PEL Construction LLC MI‐GRP‐GC‐A‐050118‐PGC Allied Building Service Company of Detroit, Inc. MI‐LAN‐E‐A‐050118‐ABS Marshall Contracting Services MI‐LAN‐WSUI‐A‐050118‐MCS Allied Building Service Company of Detroit, Inc. MI‐GRP‐HVAC‐A‐050118‐ABS F.H. Paschen, S.N. Nielsen & Associates, LLC MI‐DET‐GC‐B‐050118‐FHP Marshall Contracting Services MI‐LAN‐C‐A‐050118‐MCS Bloom Roofing Systems, Inc. MI‐DET‐R‐A‐050118‐BRS Jordy & Company CO‐GC02‐050219‐JOR Happel & Associates, Inc. CO‐GC01‐050219‐HAI Wesfield Construction Co. Inc. NH‐GMVR‐GC‐A‐061218‐WCC City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1312 Agenda Date:9/14/2023 Agenda #: 1.-E. REPORT TO THE CITY COUNCIL FROM:BRIAN BARR, Director General Services Department BY:DUANE MYERS, Fleet Manager General Services Department, Fleet Management Division MELISSA PERALES, Purchasing Manager General Services Department, Purchasing Division SUBJECT Approve the award of a Requirements Contract to E.J. Ward, Inc., of San Antonio, Texas for one year with one optional one-year extension for the purchase of vehicle fueling and monitoring equipment, in the amount of $200,000 per year plus annual CPI increases. (Bid File 9674) RECOMMENDATION Staff recommends Council approve the award of a Requirements Contract to E.J. Ward, Inc., of San Antonio, Texas for one year with one optional one-year extension for the purchase of fueling and monitoring equipment, in the amount of $200,000 per year plus annual CPI increases. EXECUTIVE SUMMARY The General Services Department, Fleet Management Division, is recommending a cooperative purchase agreement (CPA) with E.J. Ward, Inc. for the purchase of vehicle fueling and monitoring equipment. This hardware is installed on all city vehicles and allows municipal fleet vehicles to fuel at city fuel sites. The hardware also monitors and records fuel usage by vehicle number. The cooperative purchase agreement will be authorized through a competitively solicited cooperative procurement process administered by Sourcewell (a State of Minnesota local government agency). BACKGROUND The General Services Department, Fleet Management Division is responsible for maintaining approximately 2,600 active vehicles and equipment for the City of Fresno. This includes vehicle acquisitions, whole-life maintenance, fueling, and end-of-life disposal. Fleet Management serves City departments by providing reliable like-new transportation to support their needs and service responsibilities. This is done by scheduling and performing preventative maintenance, identifying repairs, and replacing equipment in a timely manner. City of Fresno Printed on 9/18/2023Page 1 of 2 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT APPROVED ON CONSENT File #:ID 23-1312 Agenda Date:9/14/2023 Agenda #: 1.-E. Partnering with E.J.Ward,Inc.through a cooperative agreement,the Fleet Management Division will benefit by providing cost savings,product availability,consistent quality,and sustainable options. The vendor has a wide range of products and supplies that are essential for fleet maintenance, repair,and fueling and monitoring equipment.This hardware is installed on all city vehicles and allows municipal fleet vehicles to fuel at city fuel sites.The hardware also monitors and records fuel usage by vehicle number.The cooperative purchase agreement will ensure that the equipment is readily available to the fleet, reducing downtime and increasing productivity. Utilizing a cooperative contract was determined to be the most cost-effective and overall best value for obtaining fueling and monitoring equipment. The Purchasing Division has approved this contract and recommends Council approval. 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 Local preference is not applicable.The City is not issuing a request for proposals for the cooperative purchase agreement. FISCAL IMPACT No general funds will be used to purchase these items.The funding to cover the annual purchase cost has been included in the FY2024 adopted budget under General Services Department,Fleet Management Division. Attachments: E.J. Ward, Inc. CPA E.J. Ward, Inc. Contract #092920-EJW Original Request for Proposals Proof of Publication Proposal Opening Record Proposal Evaluation Comment & Review Board Resolutions City of Fresno Printed on 9/18/2023Page 2 of 2 powered by Legistar™ GSD-S Formal Cooperative Purchase Agreement (06-2023) -1- FORMAL COOPERATIVE PURCHASE AGREEMENT THIS AGREEMENT (Agreement) is made and entered into EFFECTIVE ____________________________. by and between CITY OF FRESNO, a California municipal corporation (City), and E.J. Ward, Inc., a (Vendor). 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. The Charter for the City allows for cooperative purchase agreements for materials, supplies, equipment, and public work of improvement. The City is allowed to piggyback an existing government agency’s agreement, under Fresno City Charter 1208. The parties agree the Vendor was the lowest responsive and responsible bidder for Invitation for Bid (IFB) issued by Sourcewell (Original Government Contract). The IFB is attached hereto as Exhibit A and is incorporated herein by reference. The Parties agree that the Vendor has entered a Cooperative Purchase Contract with E.J. Ward, Inc. (Original Government Contract). 2. Vendor’s Obligation. Vendor shall provide those services and carry out that work described in the Original Government Contract, which is attached hereto as Exhibit B and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. 3. City’s Obligation. City shall make to the Vendor those payments described in Exhibits A and B, subject to all the terms and condition contained or incorporated herein 4. Notwithstanding the requirements that the Original Government Contract is fully binding on the Parties, the parties have agreed to modify certain non-material provisions of the Original Government Contract as applied to this Agreement between the Vendor and the City, as follows: a) City’s Insurance and Indemnity provisions attached as Exhibit D. b) Address change for the City: Notwithstanding the address and contract information for the government entity as set out in Exhibit B, the Vendor agrees that notices and invoices will be sent to: City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca 93706 Phone: (559) 621-1186 FAX: (559) 485-2167 c) Notwithstanding anything in Exhibits A and B to the contrary, this Agreement shall be governed by, and construed and enforced in accordance with , the GSD-S Formal Cooperative Purchase Agreement (06-2023) -2- 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 dut8ies hereunder shall be Fresno County, California. d) All other provisions in the Original Government Contract are fully binding on the parties and will represent the agreement between the City and the Vendor. [Signatures follow on the next page.] GSD-S Formal Cooperative Purchase Agreement (06-2023) -3- 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: Melissa Perales Purchasing Manager General Services Department No signature of City Attorney required. Standard Document #GSD-S Formal Cooperative Purchase Agreement (10-2022) has been used without modification, as certified by the undersigned. By: Tamra Torrence Senior Procurement Specialist ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy Addresses: CITY City of Fresno Attention: Duane Myers 2223 G Street Fresno, Ca 93706 Phone: (559) 621-1186 E-mail: Duane.Myers@fresno.gov E.J. Ward Inc., a 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) Vendor: E.J. Ward Inc. Attention: [Name] [Address] [City, State ZIP] Phone: (XXX) XXX-XXXX E-mail: [E-mail Address] Attachments: Exhibit A - Invitation For Bids Exhibit B - Original Government Contract Exhibit C - City’s Insurance and Indemnity 092920-EJW Rev. 2/2020 1 Solicitation Number: 092920 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and E.J. Ward, Inc., 8620 N. New Braunfels, San Antonio, TX 78217 (Vendor). Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Vendor desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires December 7, 2024, unless it is cancelled sooner pursuant to Article 24. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor. C. SURVIVAL OF TERMS. Articles 11 through 16 survive the expiration or cancellation of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. Vendor’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. All Equipment and Products provided under this Contract must be new/current model. Vendor may offer close-out or refurbished Equipment or Products if they are clearly indicated in 092920-EJW Rev. 2/2020 2 Vendor’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. Vendor warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship. In addition, Vendor warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Vendor’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that is effective past the expiration of the Vendor’s warranty will be passed on to the Participating Entity. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution, Vendor will make available to Sourcewell a means to validate or authenticate Vendor’s authorized dealers, distributors, and/or resellers relative to the Equipment, Products, and Services related to this Contract. This list may be updated from time-to-time and is incorporated into this Contract by reference. It is the Vendor’s responsibility to ensure Sourcewell receives the most current version of this list. 3. PRICING All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Vendor must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. 092920-EJW Rev. 2/2020 3 Vendor must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Vendor as soon as possible and the Vendor will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Vendor may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Contract Administrator. This form is available from the assigned Sourcewell Contract Administrator. At a minimum, the request must: x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. 092920-EJW Rev. 2/2020 4 A fully executed Sourcewell Price and Product Request Form will be become an amendment to this Contract and be incorporated by reference. 5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Vendor understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential members to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B. PUBLIC FACILITIES. Vendor’s employees may be required to perform work at government- owned facilities, including schools. Vendor’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6. PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically, a Participating Entity will issue an order directly to Vendor. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration of this Contract; however, Vendor performance, Participating Entity payment, and any applicable warranty periods or other Vendor or Participating Entity obligations may extend beyond the term of this Contract. Vendor’s acceptable forms of payment are included in Attachment A. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. 092920-EJW Rev. 2/2020 5 B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order may be negotiated between a Participating Entity and Vendor, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C. PERFORMANCE BOND. If requested by a Participating Entity, Vendor will provide a performance bond that meets the requirements set forth in the Participating Entity’s order. D. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Participating Entity and the Vendor may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. E. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Vendor in the event of any of the following events: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the goods to be purchased; 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements; or 3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Participating Entity. F. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: x Maintenance and management of this Contract; x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. 092920-EJW Rev. 2/2020 6 B. BUSINESS REVIEWS. Vendor must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, supply issues, customer issues, and any other necessary information. 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made). The Report must contain the following fields: x Customer Name (e.g., City of Staples Highway Department); x Customer Physical Street Address; x Customer City; x Customer State/Province; x Customer Zip Code; x Customer Contact Name; x Customer Contact Email Address; x Customer Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Vendor. B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Vendor may not charge Participating Entities more than the contracted price to offset the Administrative Fee. The Vendor will submit a check payable to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Sourcewell-assigned contract number in the memo and must be mailed to the address above “Attn: Accounts Receivable.” Payments must be received no later than 45 calendar days after the end of each calendar quarter. 092920-EJW Rev. 2/2020 7 Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9. AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor must promptly notify Sourcewell in writing. 10. ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld. B. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been fully executed by the parties. C. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it. D. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. E. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 11. LIABILITY Vendor must indemnify, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees, arising out of the performance of this Contract by the Vendor or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused 092920-EJW Rev. 2/2020 8 by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. 12. AUDITS Sourcewell reserves the right to review the books, records, documents, and accounting procedures and practices of the Vendor relevant to this Contract for a minimum of 6 years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. 13. GOVERNMENT DATA PRACTICES Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Vendor under this Contract. If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request. 14. INDEMNIFICATION As applicable, Vendor agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Vendor in violation of applicable patent or copyright laws. 15. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY 1. Grant of License. During the term of this Contract: a. Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use theTrademark(s) provided to Vendor by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Vendor. b. Vendor grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Vendor’s Trademarks in advertising and promotional materials for the purpose of marketing Vendor’s relationship with Sourcewell. 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to its and their respective distributors, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and 092920-EJW Rev. 2/2020 9 promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. a. Sourcewell must not alter Vendor’s Trademarks from the form provided by Vendor and must comply with Vendor’s removal requests as to specific uses of its trademarks or logos. b. Vendor must not alter Sourcewell’s Trademarks from the form provided by Sourcewell and must comply with Sourcewell’s removal requests as to specific uses of its trademarks or logos. c. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s Trademarks only in good faith and in a dignified manner consistent with such party’s use of the Trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. 4. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Vendor individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract. D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment, Products, or Services. 16. GOVERNING LAW, JURISDICTION, AND VENUE Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota. 092920-EJW Rev. 2/2020 10 17. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 18. SEVERABILITY If any provision of this Contract is found to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration or finding and must be fully performed. 19. PERFORMANCE, DEFAULT, AND REMEDIES A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Vendor will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have 30 calendar days to cure an outstanding issue. 3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Vendor must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Vendor fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed will be borne by the Vendor. B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract. Written notice of default and a reasonable opportunity to cure must be issued by the party claiming default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may: 092920-EJW Rev. 2/2020 11 x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 20. INSURANCE A. REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Vendor will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate 3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit 092920-EJW Rev. 2/2020 12 4. Umbrella Insurance. During the term of this Contract, Vendor will maintain umbrella coverage over Workers’ Compensation, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 5. Professional/Technical, Errors and Omissions, and/or Miscellaneous Professional Liability. During the term of this Contract, Vendor will maintain coverage for all claims the Vendor may become legally obligated to pay resulting from any actual or alleged negligent act, error, or omission related to Vendor’s professional services required under this Contract. Minimum Limits: $2,000,000 per claim or event $2,000,000 – annual aggregate 6. Network Security and Privacy Liability Insurance. During the term of this Contract, Vendor will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Vendor’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service. Minimum limits: $2,000,000 per occurrence $2,000,000 annual aggregate Failure of Vendor to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Vendor must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Contract Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. All policies must include there will be no cancellation, suspension, non-renewal, or reduction of coverage without 30 days’ prior written notice to the Vendor. Upon request, Vendor must provide to Sourcewell copies of applicable policies and endorsements, within 10 days of a request. Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract. 092920-EJW Rev. 2/2020 13 C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Vendor agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Vendor’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Vendor, and products and completed operations of Vendor. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. D. WAIVER OF SUBROGATION. Vendor waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Vendor or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Vendor or its subcontractors. Where permitted by law, Vendor must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. E. UMBRELLA/EXCESS LIABILITY. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies). F. SELF-INSURED RETENTIONS. Any self-insured retention in excess of $10,000 is subject to Sourcewell’s approval. 21. COMPLIANCE A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Vendor must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Vendor conducts with Sourcewell and Participating Entities. 22. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing. Vendor certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs 092920-EJW Rev. 2/2020 14 operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 23. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may also require additional requirements based on specific funding specifications. Within this Article, all references to “federal” should be interpreted to mean the United States federal government. The following list only applies when a Participating Entity accesses Vendor’s Equipment, Products, or Services with United States federal funds. A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work 092920-EJW Rev. 2/2020 15 Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Vendor must be in compliance with all applicable Davis-Bacon Act provisions. C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Vendor certifies that during the term of this Contract will comply with applicable requirements as referenced above. 092920-EJW Rev. 2/2020 16 F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Vendors must file any required certifications. Vendors must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Vendors must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Vendors must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Vendor must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Vendor further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Vendor must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Vendor must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Vendor agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Vendor that are directly pertinent to Vendor’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right 092920-EJW Rev. 2/2020 17 also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. 24. CANCELLATION Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Vendor’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. Sourcewell E.J. Ward, Inc. By: __________________________ By: __________________________ Jeremy Schwartz Markay Ward Title: Director of Operations & Procurement/CPO Title: President Date: ________________________ Date: ________________________ Approved: By: __________________________ Chad Coauette Title: Executive Director/CEO Date: ________________________ 5)3 $ERYHJURXQG)XHODQG)OXLG6WRUDJHZLWK5HODWHG +DUGZDUH6RIWZDUHDQG6HUYLFHV 9HQGRU'HWDLOV &RPSDQ\1DPH (-:DUG 'RHV\RXUFRPSDQ\FRQGXFW EXVLQHVVXQGHUDQ\RWKHUQDPH",I \HVSOHDVHVWDWH 1R $GGUHVV 11HZ%UDXQIHOV 6DQ$QWRQLR7H[DV &RQWDFW 0LNH:DGH (PDLO PZDGH#HMZDUGFRP 3KRQH +67 6XEPLVVLRQ'HWDLOV &UHDWHG2Q 7XHVGD\6HSWHPEHU 6XEPLWWHG2Q 7XHVGD\6HSWHPEHU 6XEPLWWHG%\ 0LNH:DGH (PDLO PZDGH#HMZDUGFRP 7UDQVDFWLRQ HDDIGDIHDEG 6XEPLWWHU V,3$GGUHVV Bid Number: RFP 092920 Vendor Name: E.J. 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Ward Rev. 2/2020 Sourcewell RFP #092920 Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Page 1 RFP #092920 REQUEST FOR PROPOSALS for Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Proposal Due Date: September 29, 4:30 p.m. Central Time Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K‐12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell‐mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than September 29, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. Solicitation Schedule Public Notice of RFP Published: August 11, 2020 Pre‐proposal Conference: September 15, 2020, 10:00 a.m. Central Time Question Submission Deadline: September 22, 2020, 4:30 p.m. Central Time Proposal Due Date: September 29, 2020, 4:30 p.m. Central Time Late responses will not be considered. Opening: September 29, 2020, 6:30 p.m. Central Time ** ** SEE RFP SUB‐SECTION V. G. “OPENING” Rev. 2/2020 Sourcewell RFP #092920 Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Page 2 I. ABOUT SOURCEWELL PARTICIPATING ENTITIES A. SOURCEWELL Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that facilitates a competitive public solicitation and contract award process for the benefit of its 50,000+ participating entities across the United States and Canada. Sourcewell’s solicitation process complies with State of Minnesota law and policies, conforms to Canadian trade agreements, and results in cooperative contracting solutions from which Sourcewell’s Participating Entities procure equipment, products, and services. Cooperative contracting provides participating entities and vendors increased administrative efficiencies and the power of combined purchasing volume that result in overall cost savings. At times, Sourcewell also partners with other purchasing cooperatives to combine the purchasing volume of their membership into a single solicitation and contract expanding the reach of contracted vendors’ potential pool of end users. Sourcewell uses a website‐based platform, the Sourcewell Procurement Portal, through which all proposals to this RFP must be submitted. B. USE OF RESULTING CONTRACTS In the United States, Sourcewell’s contracts are available for use by: Federal and state government entities; Cities, towns, and counties/parishes; Education service cooperatives; K‐12 and higher education entities; Tribal government entities; Some nonprofit entities; and Other public entities. In Canada, Sourcewell’s contracts are available for use by: Provincial and territorial government departments, ministries, agencies, boards, councils, committees, commissions, and similar agencies; Regional, local, district, and other forms of municipal government, municipal organizations, school boards, and publicly‐funded academic, health, and social service entities referred to as MASH sector (this should be construed to include but not be limited to the Cities of Calgary, Edmonton, Toronto, Calgary, Ottawa, and Winnipeg), as well as any corporation or entity owned or controlled by one or more of the preceding entities; Rev. 2/2020 Sourcewell RFP #092920 Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Page 3 Crown corporations, government enterprises, and other entities that are owned or controlled by these entities through ownership interest; Members of the Rural Municipalities of Alberta (RMA) and their represented Associations, Saskatchewan Association of Rural Municipalities (SARM), Saskatchewan Urban Municipalities Association (SUMA), Association of Manitoba Municipalities (AMM), Local Authority Services (LAS), Municipalities Newfoundland and Labrador (MNL), Nova Scotia Federation of Municipalities (NSFM), and Federation of Prince Edward Island Municipalities (FPEIM). For a listing of current United States and Canadian Participating Entities visit Sourcewell’s website (note: there is a tab for each country’s listing): https://www.sourcewell‐ mn.gov/sourcewell‐for‐vendors/member‐locator. Access to contracted equipment, products, or services by Participating Entities is typically through a purchase order issued directly to the applicable vendor. A Participating Entity may request additional terms or conditions related to a purchase. Use of Sourcewell contracts is voluntary and Participating Entities retain the right to obtain similar equipment, products, or services from other sources. To meet Participating Entities’ needs, public notice of this RFP has been broadly published, including notification in the United States to each state‐level procurement department for possible re‐posting. Proof of publication will be available at the conclusion of the solicitation process. II. EQUIPMENT, PRODUCTS, AND SERVICES A. SOLUTIONS‐BASED SOLICITATION This RFP and contract award process is a solutions‐based solicitation; meaning that Sourcewell is seeking equipment, products, or services that meet the general requirements of the scope of this RFP and that are commonly desired or are required by law or industry standards. B. REQUESTED EQUIPMENT, PRODUCTS, OR SERVICES It is expected that Proposers will offer a wide array of equipment, products, or services at lower prices and with better value than what they would ordinarily offer to a single government entity, a school district, or a regional cooperative. 1. Sourcewell is seeking proposals for Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services including, but not limited to: Rev. 2/2020 Sourcewell RFP #092920 Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Page 4 a. Aboveground Storage Tanks (AST’s) for fuels, fluids, and gases, including gasoline, diesel, AVGAS, Jet fuel, Diesel Exhaust Fluid (DEF), bulk lubricants, propane, and natural gas; b. Mobile fuel, fluid, and gas storage solutions; c. Hardware related to the aboveground storage tanks and mobile storage solutions described in subsections 1. a. and b. above, including pedestals, gauges, access or security hardware, monitoring equipment and devices, RFID solutions, dispensers, and accessories; d. Fuel and fluid management software related to the aboveground storage tanks and mobile storage solutions described in subsections 1. a. ‐ c. above. However, this solicitation should NOT be construed to include “software‐only” solutions. Proposers may include related fuel and fluid management software to the extent that the solutions are complementary to the offering of the equipment and products being proposed; and, e. Services related to the solutions described in subsections 1.a. – d. above, including design, site assessment, site preparation, installation, monitoring or testing, maintenance or repair, and warranty programs. However, this solicitation should NOT be construed to include “service‐only” solutions. Proposers may include related services to the extent that these solutions are complementary to the offering of the equipment and products being proposed. 2. The primary focus of this solicitation is on Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services. This solicitation should NOT be construed to include: a. Underground Fuel and Fluid Storage b. Fleet Management software‐only solutions c. Telematics, Automatic Vehicle Location (AVL), and GPS‐only solutions 3. This solicitation does not include those equipment, products, or services covered under categories included in contracts currently maintained by Sourcewell: a. RFP # 052919 Salt, Brine, Anti‐Icing, or De‐Icing Agents, and Brine Production and Storage Systems b. RFP # 010920 Industrial and Workplace Storage Systems with Related Accessories c. RFP # 013020 Vehicle Lifts, with Garage and Fleet Maintenance Equipment Proposers may include related equipment, accessories, and services to the extent that these solutions are complementary to the equipment, products, or service(s) being proposed. Generally, the solutions for Participating Entities are turn‐key solutions, providing a combination of equipment, products and services, delivery, and installation to a properly Rev. 2/2020 Sourcewell RFP #092920 Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Page 5 operating status. However, equipment or products only solutions may be appropriate for situations where Participating Entities possess the ability, either in‐house or through local third‐ party contractors, to properly install and bring to operation the equipment or products being proposed. Sourcewell prefers vendors that provide a sole source of responsibility for the products and services provided under a resulting contract. If Proposer requires the use of dealers, resellers, or subcontractors to provide the products or services, the Proposal should address how the products or services will be provided to Participating Entities and describe the network of dealers, resellers, and/or subcontractors that will be available to serve Participating Entities under a resulting contract. Sourcewell desires the broadest possible selection of equipment, products, and services being proposed over the largest possible geographic area and to the largest possible cross‐section of Sourcewell current and future Participating Entities. C. REQUIREMENTS It is expected that Proposers have knowledge of all applicable industry standards, laws, and regulations and possess an ability to market and distribute the equipment, products, or services to Participating Entities. 1. Safety Requirements. All items proposed must comply with current applicable safety or regulatory standards or codes. 2. Deviation from Industry Standard. Deviations from industry standards must be identified with an explanation of how the equipment, products, and services will provide equivalent function, coverage, performance, and/or related services. 3. New Equipment and Products. Proposed equipment and products must be for new, current model; however, Proposer may offer certain close‐out equipment or products if it is specifically noted in the Pricing proposal. 4. Delivered and operational. Unless clearly noted in the Proposal, equipment and products must be delivered to the Participating Entity as operational. 5. Warranty. All equipment, products, supplies, and services must be covered by a warranty that is the industry standard or better. D. ANTICIPATED CONTRACT TERM Sourcewell anticipates that the term of any resulting contract(s) will be four (4) years. Up to two one‐year extensions may be offered based on the best interests of Sourcewell and its Participating Entities. Rev. 2/2020 Sourcewell RFP #092920 Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Page 6 E. ESTIMATED CONTRACT VALUE AND USAGE Based on past volume of similar contracts, the estimated annual value of all transactions from contracts resulting from this RFP are anticipated to be USD $20 Million; therefore, proposers are expected to propose volume pricing. Sourcewell anticipates considerable activity under the contract(s) awarded from this RFP; however, sales and sales volume from any resulting contract are not guaranteed. F. MARKETING PLAN Proposer’s sales force will be the primary source of communication with Participating Entities. The Proposer’s Marketing Plan should demonstrate Proposer’s ability to deploy a sales force or dealer network to Participating Entities, as well as Proposer’s sales and service capabilities. It is expected that Proposer will promote and market any contract award. G. ADDITIONAL CONSIDERATIONS 1. Contracts will be awarded to Proposers able to best meet the need of Participating Entities. Proposers should submit their complete line of equipment, products, or services that are applicable to the scope of this RFP. 2. Proposers should include all relevant information in its proposal, since Sourcewell cannot consider information that is not included in the Proposal. Sourcewell reserves the right to verify Proposer’s information and may request clarification from a Proposer, including samples of the proposed equipment or products. 3. Depending upon the responses received in a given category, Sourcewell may need to organize responses into subcategories in order to provide the broadest coverage of the requested equipment, products, or services to Participating Entities. Awards may be based on a subcategory. 4. A Proposer’s documented negative past performance with Sourcewell or its Participating Entities occurring under a previously awarded Sourcewell contract may be considered in the evaluation of a proposal. III. PRICING A. REQUIREMENTS All proposed pricing must be: 1. Either Line‐Item Pricing or Percentage Discount from Catalog Pricing, or a combination of these: a. Line‐item Pricing is pricing based on each individual product or services. Each line must indicate the Vendor’s published “List Price,” as well as the “Contract Price.” b. Percentage Discount from Catalog or Category is based on a percentage discount from a catalog or list price, defined as a published Manufacturer’s Suggested Retail Price Rev. 2/2020 Sourcewell RFP #092920 Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Page 7 (MSRP) for the products or services. Individualized percentage discounts can be applied to any number of defined product groupings. Proposers will be responsible for providing and maintaining current published MSRP with Sourcewell, and this pricing must be included in its proposal and provided throughout the term of any Contract resulting from this RFP. 2. The Proposer’s ceiling price (Ceiling price means that the proposed pricing will be considered as the highest price for which equipment, products, or services may be billed to a Participating Entity). However, it is permissible for vendors to sell at a price that is lower than the contracted price; 3. Stated in U.S. and Canadian dollars (as applicable); and 4. Clearly understood, complete, and fully describe the total cost of acquisition (e.g., the cost of the proposed equipment, products, and services delivered and operational for its intended purpose in the Participating Entity’s location). Proposers should clearly identify any costs that are NOT included in the proposed product or service pricing. This may include items such as installation, set up, mandatory training, or initial inspection. Include identification of any parties that impose such costs and their relationship to the Proposer. Additionally, Proposers should clearly describe any unique distribution and/or delivery methods or options offered in the Proposal. B. ADMINISTRATIVE FEES Proposers are expected to pay to Sourcewell an administrative fee in exchange for Sourcewell facilitating the resulting contracts. The administrative fee is normally calculated as a percentage of the total sales to Participating Entities for all contracted equipment, products, or services made during a calendar quarter, and is typically one percent (1%) to two percent (2%). In some categories, a flat fee may be an acceptable alternative. IV. CONTRACT Proposers awarded a contract will be required to execute a contract with Sourcewell (see attached template). Only those modifications the Proposer indicates in its proposal will be available for discussion. Much of the language in the Contract reflects Minnesota legal requirements and cannot be altered. Numerous and/or onerous exceptions that contradict Minnesota law may result in the Proposal being disqualified from further review and evaluation. To request a modification to the Contract terms, conditions, or specifications, a Proposer must complete and submit the Exceptions to Terms, Conditions, or Specifications table, with all requested modifications, through the Sourcewell Procurement Portal at the time of submitting the Proposer’s Proposal. Exceptions must: 1. Clearly identify the affected article and section, and 2. Clearly note what language is requested to be modified. Unclear requests will be automatically denied. Rev. 2/2020 Sourcewell RFP #092920 Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Page 8 Only those exceptions that have been accepted by Sourcewell will be included in the contract document provided to the awarded vendor for signature. If a Proposer receives a contract award resulting from this solicitation it will have up to 30 days to sign and return the contract. After that time, at Sourcewell’s sole discretion, the contract award may be revoked. V. RFP PROCESS A. PRE‐PROPOSAL CONFERENCE Sourcewell will hold an optional, non‐mandatory pre‐proposal conference via webcast on the date and time noted on page one of this RFP and on the Sourcewell Procurement Portal. The purpose of this conference is to allow potential Proposers to ask questions regarding this RFP and Sourcewell’s competitive contracting process. Information about the webcast will be sent to all entities that have registered for this solicitation opportunity through their Sourcewell Procurement Portal Vendor Account. Pre‐proposal conference attendance is optional. B. QUESTIONS REGARDING THIS RFP AND ORAL COMMUNICATION Questions regarding this RFP must be submitted through the Sourcewell Procurement Portal. The deadline for submission of questions is found in the Solicitation Schedule and on the Sourcewell Procurement Portal. Answers to questions will be issued through an addendum to this RFP. Repetitive questions will be summarized into a single answer and identifying information will be removed from the submitted questions. All questions, whether specific to a Proposer or generally related to the RFP, must be submitted using this process. Do not contact individual Sourcewell staff to ask questions or request information as this may disqualify the Proposer from responding to this RFP. Sourcewell will not respond to questions submitted after the deadline. C. ADDENDA Sourcewell may modify this RFP at any time prior to the proposal due date by issuing an addendum. Addenda issued by Sourcewell become a part of the RFP and will be delivered to potential Proposers through the Sourcewell Procurement Portal. Sourcewell accepts no liability in connection with the delivery of any addenda. Before a proposal will be accepted through the Sourcewell Procurement Portal, all addenda, if any, must be acknowledged by the Proposer by checking the box for each addendum. It is the responsibility of the Proposer to check for any addenda that may have been issued up to the solicitation due date and time. Rev. 2/2020 Sourcewell RFP #092920 Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Page 9 If an addendum is issued after a Proposer submitted its proposal, the Sourcewell Procurement Portal will WITHDRAW the submission and change the Proposer’s proposal status to INCOMPLETE. The Proposer can view this status change in the “MY BIDS” section of the Sourcewell Procurement Portal Vendor Account. The Proposer is solely responsible to check the “MY BIDS” section of the Sourcewell Procurement Portal Vendor Account periodically after submitting its Proposal (and up to the Proposal due date). If the Proposer’s Proposal status has changed to INCOMPLETE, the Proposer is solely responsible to: i) make any required adjustments to its proposal; ii) acknowledge the addenda; and iii) ensure the re‐submitted proposal is received through the Sourcewell Procurement Portal no later than the Proposal Due Date and time shown in the Solicitation Schedule above. D. PROPOSAL SUBMISSION Proposer’s complete proposal must be submitted through the Sourcewell Procurement Portal no later than the date and time specified in the Solicitation Schedule. Any other form of proposal submission, whether electronic, paper, or otherwise, will not be considered by Sourcewell. Late proposals will not be considered. It is the Proposer’s sole responsibility to ensure that the proposal is received on time. It is recommended that Proposers allow sufficient time to upload the proposal and to resolve any issues that may arise. The time and date that a Proposal is received by Sourcewell is solely determined by the Sourcewell Procurement Portal web clock. In the event of problems with the Sourcewell Procurement Portal, follow the instructions for technical support posted in the portal. It may take up to twenty‐four (24) hours to respond to certain issues. Upon successful submission of a proposal, the Portal will automatically generate a confirmation email to the Proposer. If the Proposer does not receive a confirmation email, contact Sourcewell’s support provider at support@bidsandtenders.ca. To ensure receipt of the latest information and updates via email regarding this solicitation, or if the Proposer has obtained this solicitation document from a third party, the onus is on the Proposer to create a Sourcewell Procurement Portal Vendor Account and register for this solicitation opportunity. Within the Procurement Portal, all proposals must be digitally acknowledged by an authorized representative of the Proposer attesting that the information contained in in the proposal is true and accurate. By submitting a proposal, Proposer warrants that the information provided is true, correct, and reliable for purposes of evaluation for potential contract award. The submission of inaccurate, misleading, or false information is grounds for disqualification from a contract award and may subject the Proposer to remedies available by law. Rev. 2/2020 Sourcewell RFP #092920 Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Page 10 E. GENERAL PROPOSAL REQUIREMENTS Proposals must be: In substantial compliance with the requirements of this RFP or it will be considered nonresponsive and be rejected. Complete. A proposal will be rejected if it is conditional or incomplete. Submitted in English. Valid and irrevocable for 90 days following the Proposal Due Date. Any and all costs incurred in responding to this RFP will be borne by the Proposer. F. PROPOSAL WITHDRAWAL Prior to the proposal deadline, a Proposer may withdraw its proposal. G. OPENING The Opening of Proposals will be conducted electronically through the Sourcewell Procurement Portal. A list of all Proposers will be made publicly available in the Sourcewell Procurement Portal after the Proposal Due Date, but no later than the Opening time listed in the Solicitation Schedule. To view the list of Proposers, verify that the Sourcewell Procurement Portal opportunities list search is set to “All” or “Closed.” The solicitation status will automatically change to “Closed” after the Proposal Due Date and Time. VI. EVALUATION AND AWARD A. EVALUATION It is the intent of Sourcewell to award one or more contracts to responsive and responsible Proposer(s) offering the best overall quality, selection of equipment, products, and services, and price that meet the commonly requested specifications of Sourcewell and its Participating Entities. The award(s) will be limited to the number of Proposers that Sourcewell determines is necessary to meet the needs of Participating Entities. Factors to be considered in determining the number of contracts to be awarded in any category may include the following: The number of and geographic location of: o Proposers necessary to offer a comprehensive selection of equipment, products, or services for Participating Entities’ use. o A Proposer’s sales and service network to assure availability of product supply and coverage to meet Participating Entities’ anticipated needs. Total evaluation scores. Rev. 2/2020 Sourcewell RFP #092920 Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Page 11 The attributes of Proposers, and their equipment, products, or services, to assist Participating Entities achieve environmental and social requirements, preferences, and goals. Information submitted as part of a proposal should be as specific as possible when responding to the RFP. Do not assume Sourcewell’s knowledge about a specific vendor or product. B. AWARD(S) Award(s) will be made to the Proposer(s) whose proposal conforms to all conditions and requirements of the RFP, and consistent with the award criteria defined in this RFP. Sourcewell may request written clarification of a proposal at any time during the evaluation process. Proposal evaluation will be based on the following scoring criteria and the Sourcewell Evaluator Scoring Guide (available in the Sourcewell Procurement Portal): Conformance to RFP Requirements 50 Financial Viability and Marketplace Success 75 Ability to Sell and Deliver Service 100 Marketing Plan 50 Value Added Attributes 75 Warranty 50 Depth and Breadth of Offered Equipment, Products, or Services 200 Pricing 400 TOTAL POINTS 1000 C. PROTESTS OF AWARDS Any protest made under this RFP by a Proposer must be in writing, addressed to Sourcewell’s Executive Director, and delivered to the Sourcewell office located at 202 12th Street NE, P.O. Box 219, Staples, MN 56479. The protest must be received no later than 10 calendar days’ following Sourcewell’s notice of contract award(s) or non‐award and must be time stamped by Sourcewell no later than 4:30 p.m., Central Time. A protest must include the following items: The name, address, and telephone number of the protester; The original signature of the protester or its representative; Identification of the solicitation by RFP number; A precise statement of the relevant facts; Identification of the issues to be resolved; Identification of the legal or factual basis; Any additional supporting documentation; and Rev. 2/2020 Sourcewell RFP #092920 Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Page 12 Protest bond in the amount of $20,000, except where prohibited by law or treaty. Protests that do not address these elements will not be reviewed. D. RIGHTS RESERVED This RFP does not commit Sourcewell to award any contract and a proposal may be rejected if it is nonresponsive, conditional, incomplete, conflicting, or misleading. Proposals that contain false statements or do not support an attribute or condition stated by the Proposer may be rejected. Sourcewell reserves the right to: Modify or cancel this RFP at any time; Reject any and all proposals received; Reject proposals that do not comply with the provisions of this RFP; Select, for contracts or for discussion, a proposal other than that with the lowest cost; Independently verify any information provided in a Proposal; Disqualify any Proposer that does not meet the requirements of this RFP, is debarred or suspended by the United States or Canada, State of Minnesota, Participating Entity’s state or province; has an officer, or other key personnel, who have been charged with a serious crime; or is bankrupt, insolvent, or where bankruptcy or insolvency are a reasonable prospect; Waive or modify any informalities, irregularities, or inconsistencies in the proposals received; Clarify any part of a proposal and discuss any aspect of the proposal with any Proposer; and negotiate with more than one Proposer; Award a contract if only one responsive proposal is received if it is in the best interest of Participating Entities; and Award a contract to one or more Proposers if it is in the best interest of Participating Entities. E. DISPOSITION OF PROPOSALS All materials submitted in response to this RFP will become property of Sourcewell and will become public record in accordance with Minnesota Statutes Section 13.591, after negotiations are complete. Sourcewell considers that negotiations are complete upon execution of a resulting contract. It is the Proposer’s responsibility to clearly identify any data submitted that it considers to be protected. Proposer must also include a justification for the classification citing the applicable Minnesota law. Sourcewell will not consider the prices submitted by the Proposer to be confidential, proprietary, or trade secret materials. Financial information, including financial statements, provided by a Proposer is not considered trade secret under the statutory definition. Rev. 2/2020 Sourcewell RFP #092920 Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Page 13 The Proposer understands that Sourcewell will reject proposals that are marked confidential or nonpublic, either substantially or in their entirety. 8/31/2020 Addendum No. 1 Solicitation Number: RFP 092920 Solicitation Name: Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: The insurance coverages required under Section 20 of the Sourcewell template contract do not appear to include Pollution Liability insurance. Will you be adding Pollution Liability coverage as a requirement? We intend to include this in our response even if not added. Answer 1: Sourcewell is not planning a revision of the posted contract template this time. An awarded vendor will be expected to carry the insurance coverages as stated in the contract upon execution. Refer also to contract template Section 6. B. regarding a Participating Entity’s ability to negotiate for or require additional terms and conditions at the time of the order. The Sourcewell RFP is an open and competitive solicitation process. Each proposer, in its discretion, will determine the information necessary to best demonstrate its financial viability to Sourcewell. Question 2: Does this solicitation cover the service area of Montana/Wyoming? Is the solicitation for any/all components and services related to AST equipment and fuel management systems? Answer 2: Sourcewell is seeking “… the broadest possible selection of products/equipment and services being proposed over the largest possible geographic area and to the largest possible cross-section of Sourcewell current and future Participating Entities.” (see, RFP Section II. B.). The requested equipment, products, and services are as described in the RFP. End of Addendum Acknowledgement of this Addendum to RFP 092920 posted to the Sourcewell Procurement Portal on 8/31/2020, is required at the time of proposal submittal. 8/31/2020 Addendum No. 2 Solicitation Number: RFP 092920 Solicitation Name: Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: How can I tell where this project is located? I would like to know the physical address of the site. Answer 1: Sourcewell utilizes a competitive, solutions-based solicitation approach that is not based on detailed specifications, specific locations or finite quantities for our cooperative contract awards. Sourcewell desires the broadest possible selection of equipment, products, and services being proposed over the largest possible geographic area and to the largest possible cross-section of Sourcewell current and future Participating Entities. End of Addendum Acknowledgement of this Addendum to RFP 092920 posted to the Sourcewell Procurement Portal on 8/31/2020, is required at the time of proposal submittal. 9/1/2020 Addendum No. 3 Solicitation Number: RFP 092920 Solicitation Name: Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Table 5 asks for top five government, educational or non-profit customers. Our organization sells through distributors only. Answer 1: It is left to the discretion of each proposer to determine how to best demonstrate their financial viability and marketplace success. End of Addendum Acknowledgement of this Addendum to RFP 092920 posted to the Sourcewell Procurement Portal on 9/1/2020, is required at the time of proposal submittal. 9/8/2020 Addendum No. 4 Solicitation Number: RFP 092920 Solicitation Name: Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services Consider the following Question and Answer to be part of the above‐titled solicitation documents. The remainder of the documents remain unchanged. Question 1: For Table 5 what is the difference between size of transaction(s), and dollar volumes from the past three years. Answer 1: Each proposer, in its discretion, will determine the information necessary to best demonstrate its financial strength and fulfill the requirements set forth in the RFP. End of Addendum Acknowledgement of this Addendum to RFP 092920 posted to the Sourcewell Procurement Portal on 9/8/2020, is required at the time of proposal submittal. 9/14/2020 Addendum No. 5 Solicitation Number: RFP 092920 Solicitation Name: Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services Consider the following Question and Answer to be part of the above‐titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Is there a way to download what has been submitted on a bid? Answer 1: After selecting “Start Submission”, a proposer may navigate to Step 4 – “Preview Bid” and select “Preview My Bid in PDF” if a downloadable PDF of the questionnaire tables is desired. End of Addendum Acknowledgement of this Addendum to RFP 092920 posted to the Sourcewell Procurement Portal on 9/14/2020, is required at the time of proposal submittal. 9/15/2020 Addendum No. 6 Solicitation Number: RFP 092920 Solicitation Name: Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services Consider the following Questions and Answers to be part of the above‐titled solicitation documents. The remainder of the documents remain unchanged. Question 1: In Questionnaire Table 5, what is the difference between “Size of Transactions” and “Dollar Volume Past Three Years”? Answer 1: Generally, “Size of Transactions” refers to order or transaction size and “Dollar Volume Past Three Years” reflects aggregate volume. However, it is left to the discretion of each proposer to determine the information and documentation necessary to best demonstrate their Financial, Industry and Marketplace Success and satisfy all the requirements included in the questionnaire tables. Question 2: What size tanks are you requiring? What options do you want on the tanks (Catwalks, Bottom Loading etc.)? Answer 2: Sourcewell utilizes a competitive, solutions‐based solicitation approach that is not based on detailed specifications or finite quantities for our cooperative contract awards. A respondent is allowed to propose the entire line of equipment, products and services falling within the scope of the RFP. Section II. B. of the RFP addresses the requested Equipment, Products or Services for this solicitation. Question 3: In RFP Section II. B. 1. b., what is meant by mobile fuel storage solutions? Is it skid tanks, truck mounted tanks or other? Answer 3: Each proposer, in its discretion, will propose the equipment, products, and services that it deems to fall within Sourcewell’s requested equipment, products, and services as described in RFP Section II. B (Requested Equipment, Products and Services). However, only those products within the scope of the RFP will be included in any contract awarded by Sourcewell as a result of this solicitation. Question 4: For the solutions listed in RFP Section II. B. 1. c., do you want the related hardware priced or just listed? If priced do you want SRP as the base price with the % discount globally by manufacturer? Answer 4: It is left to the discretion of each proposer to articulate and propose the pricing approach that aligns with their business methods and satisfies all the requirements of RFP Article III ‐ Pricing. Proposals are evaluated based on the criteria stated in the RFP. Question 5: Pricing will be impacted by annual increases of the manufacturer, currency fluctuation, and cost of living. Do we state this in our pricing of equipment as a global change? Answer 5: Refer to the Sourcewell contract template for additional details on the process for requesting a product or pricing change during the term of an awarded contract. A downloadable version of the contract template is found on the Bid Details page for this solicitation within the Sourcewell Procurement Portal. Question 6: For RFP Section II. F. Does the marketing plan need to show what our coverage is across Canada as a company plus our sub‐contractors? What are you expecting in a marketing plan for the country or regionally? Answer 6: It is left to the discretion of each proposer to describe their approach and determine the documentation necessary to best demonstrate their ability to serve Sourcewell’s Participating Entities while satisfying all the requirements included in the questionnaire tables. End of Addendum Acknowledgement of this Addendum to RFP 092920 posted to the Sourcewell Procurement Portal on 9/15/2020, is required at the time of proposal submittal. 9/22/2020 Addendum No. 7 Solicitation Number: RFP 092920 Solicitation Name: Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services Consider the following Questions and Answers to be part of the above‐titled solicitation documents. The remainder of the documents remain unchanged. Question 1: Will the financial documents supplied with our bid be available to be seen by anyone, including our competitors? Answer 1: Sourcewell is subject to compliance with the Minnesota Government Data Practices Act. Refer to RFP Section VI. E. ‐ Disposition of Proposals for additional guidance on Sourcewell’s handling of materials submitted in response to this RFP at the conclusion of the process. It is left to the discretion of each proposer to determine the information and documentation necessary to best demonstrate their financial viability and marketplace success. The solicitation is a competitive process and proposals are evaluated on the content submitted. Question 2: Does Sourcewell have a standard contract for Canadian suppliers? If not, does Sourcewell allow exceptions to be taken to the standard contract for Canadian suppliers? Answer 2: The Sourcewell template contract is available for review on the Bid Details page for this solicitation. The template contract is intended for use with any awarded contract, regardless of supplier location. Refer to RFP Section IV. – Contract, for guidance on the process for requesting a modification to the template contract terms, conditions, or specifications. Question 3: What happens if a Canadian municipal government entity wants to purchase a product through a Sourcewell contract with a Canadian supplier? Do the laws of the state of Minnesota apply to a Purchase order issued within Canada? Answer 3: Refer to template contract Section 6. F. – Governing Law and Venue. Under the template contract, the governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. End of Addendum Acknowledgement of this Addendum to RFP 092920 posted to the Sourcewell Procurement Portal on 9/22/2020, is required at the time of proposal submittal. 2 C ❚TUESDAY, AUGUST 11, 2020 ❚USA TODAY E2 SPORTS SAN FRANCISCO – Social distancing protocols were ignored at TPC Harding Park in the final round of the 102nd edi- tion of the PGA Championship. In the end, however, Collin Morikawa stood alone with the Wanamaker Tro- phy early Sunday evening. On a raw, gray day that broke with dense fog, the crowded leaderboards were volatile and seriously lit with a su- perb and large cast of the game’s best players delivering heart-pounding dra- ma that kept the viewing public and players alike on edge. In all, nine players held at least a share of the lead at one time or another in the final round of the first major of the year. Deep into the back nine, 10 players were within two shots of the lead and seven players were sharing residence at the top of the leaderboards. “There was a lot of kind of whiplash,” 2015 PGA Championship winner Jason Day said. “Everything was coming and going.” Then the California Kid stole the show. In his second major, Morikawa, a pup at 23 and the shortest hitter among the contenders, grabbed the outright lead by chipping in for birdie from 40 feet on the 14th and then teed up the de- fining shot of the tournament when he drove the 294-yard, par-4 16th and then knocked in the 7-footer for eagle and a two-shot lead that he held to the end. “I’m on cloud nine,” the former Uni- versity of California standout said. “When I woke up today, I was like, this is meant to be. This is where I feel very comfortable. This is where I want to be, and I’m not scared from it. “I think if I was scared from it, the last few holes would have been a little differ- ent, but you want to be in this position. It just gives me a little taste of what’s to come. I got a taste of this now. Obvious- ly, it was a very crowded leaderboard. At one point if you looked at the leader- board it was all at 10 under and it was a party pretty much. So this one is going to be very special.” Morikawa closed with a bogey-free, 6-under-par 64 to finish at 13 under and two shots clear of Paul Casey – who at 43 was trying to become the oldest first- time major winner since Roberto de Vi- cenzo won the 1967 Open Championship at 44 – and 54-hole leader Dustin John- son, who became the first player to go 0-for-4 in majors after holding the 54- hole lead. Casey shot 66, Johnson 68. In a tie for fourth, three strokes be- hind, were Matthew Wolff (65), Day (66), Bryson DeChambeau (66), Tony Finau (66) and Scottie Scheffler (68). Brooks Koepka, trying to become the first to three-peat in the PGA Champi- onship since it went to stroke play in 1958, began the day two shots out of the lead but shot a disappointing 74 to fin- ish in a tie for 29th. The four-time major winner came into the tournament on a 1-T2-1-2-T4 roll in the majors. “It’s my first bad round in a while in a major,” Koepka said. “Wasn’t meant to be. Three in a row, you’re not really sup- posed to do two in a row looking at his- tory, but that’s all right. Got two more the rest of the season and we’ll figure it out.” Fifteen-time major winner Tiger Woods, seeking his fifth Wanamaker Trophy, finished with his best round of the tournament, a 67, and tied for 37th. As for Morikawa, he wasn’t making his first star turn as he’s already been linked to some of the game’s greatest players. He made the cut in his first 22 tournaments as a pro – bested in the last 30 years only by Woods’ 25. Morikawa now has as many majors as he has missed cuts. He began his pro career on an im- pressive note when he won the Barra- cuda Championship last year in his sixth start. Last month, he bested Justin Thomas in a thrilling playoff to win the Workday Charity Open. Now he moves to No. 5 in the Official World Golf Rank- ings. And he joined Woods, Jack Nicklaus and Rory McIlroy as players who won their first PGA Championship at 23. From the get-go, he’s always looked comfortable on all of golf’s stages and he felt right at home this weekend after playing his fair share of golf at TPC Har- ding Park as an All-American standout at Cal. He’s already talked about as one of the best iron players in golf. Not bad around and on the greens, too. And he gets by without being one of the longest in the game. This past week, he ranked 51st in the field in driving distance but was first in driving accuracy. He also led the field in proximity to the hole with his approach shots and in Strokes Gained: Putting. But it was his drive on 16 that will not soon forget. “By Wednesday night, I had no plans on going for 16 at all,” said Morikawa, who was tied with Casey at the time of his unforgettable tee shot. “It’s too much into the wind, why go for it. It was like 278 to the front, and just a good drive for me. It was going to land just short of that in this weather; it’s going to bounce on up. (My caddie) looked at me, he count- ed off and asked me what I wanted to do and I told him, let’s hit a good drive. And stepped up, and those are moments I’m always going to remember.” Morikawa’s playing partner, Camer- on Champ, has a long history dating to junior golf with Morikawa. Champ, who shot 70 to finish in a tie for 10th, wasn’t surprised at Morikawa’s march to his major win. “He knows his game and what works for him,” Champ said. “His iron play and off the tee is amazing. He rarely misses a shot and obviously, his putting and chipping is all world-class, as well. He earned it, he deserves it. I give him props.” So, too, did others. “He’s clearly an unbelievable ball- striker, and something that I envy and hopefully I can get there one day,” De- Chambeau said. “He’s a heck of a player,” Finau said. “He doesn’t have a weakness in his game. He doesn’t have a weakness men- tally. So when you’re dealing with that type of talent, he’s going to be some- body to beat in major championships for a lot of these things. “This isn’t a guy that’s just going to pop up and disappear for the next five years.” Morikawa is intent on making sure that doesn’t happen. “It doesn’t stop here,” he said. “I’ve got a very good taste of what this is like, what a major championship is like. The majors are going to be circled in, just like everyone else, but I’ve got to focus on every single week. “I’m trying to win every single week. I’m not trying to come out and just win the majors. I’m 23. I love golf. I love every part of it. I love being in this position and I love just being able to come out here and play with a bunch of guys that love the sport, too, and that’s why I think I love being in this position.” Morikawa steals show at PGA Championship Steve DiMeglio Golfweek | USA TODAY Network Just 23, Collin Morikawa won the PGA Championship in only his second major tournament. KELVIN KUO/USA TODAY SPORTS It seems fitting that the typically wildly unpredictable Major League Soc- cer would feature a tournament finale that nobody could have anticipated. Inside the bubble at the ESPN Wide World of Sports Complex, local club Or- lando City SC has experienced its great- est success since joining MLS in 2015. Orlando City has never qualified for the playoffs. It finished 22nd out of 24 teams in the Supporters’ Shield race last season. First-year coach Oscar Pareja has remade this perpetual loser into one of the most exciting teams in the league in a very short period of time. Orlando’s opponent in Tuesday’s MLS is Back Tournament championship game (8:30 p.m. ET on ESPN/ESPN De- portes) will be the Portland Timbers, a team accustomed to success with two MLS Cup appearances and one league championship. However, Portland‘s road to the title game wasn’t easy. It was drawn into the tournament’s “Group of Death.” This was mostly due to the presence of Los Angeles FC. The reigning Supporters’ Shield winners are a team so deep with young promising talent that even with record-setting goal-scorer Carlos Vela sitting out the tournament, many still predicted LAFC to emerge victorious. It was Portland, under the guidance of its colorful coach, Giovanni Savarese, that won the group. And it was Orlando that ousted LAFC in the quarterfinals. Also at stake on Tuesday night: a spot in the 2021 CONCACAF Champions League competition and a big chunk of the $1.1 million in prize money. Key player for each team Timbers – Sebastian Blanco:A player with a penchant for ripping abso- lute golazos, Blanco has been an offen- sive force for the Timbers, scoring the winning goal in the team’s semifinal win over the Philadelphia Union. With three goals and a tournament-leading five as- sists, Blanco is a strong contender for tournament MVP alongside Orlando’s frontman. Orlando City – Nani:The former Manchester United star and Euro 2016 winner with Portugal has turned the clock back to the form of his European brilliance. In arguably the biggest game in Orlando City’s brief Major League Soccer history, Nani was dominant, scoring two goals in a 3-1 victor over Minnesota United in Thursday’s semi- final. Key USMNT hopefuls to watch Timbers – Jeremy Ebobisse:A key voice in the league’s new Black Players Coalition, Ebobisse has been a powerful force both on and off the field. The 23- year-old Ebobisse is the Timbers’ lead- ing goal-scorer during this tournament. Another U.S. national team prospect, Eryk Williamson (23), has been a vital cog in Portland’s midfield. Orlando City – Chris Mueller:The 23-year-old University of Wisconsin product might have played his way into the USMNT picture with an impressive showing (three goals) at the MLS is Back Tournament. Possible starting lineups Timbers – Goalkeeper: Steve Clark. Defenders: Chris Duvall, Larrys Mabia- la, Dario Zuparic, Jorge Villafana. Mid- fielders: Diego Chara, Eryk Williamson, Marvin Loría, Diego Valeri, Sebastian Blanco. Forward: Jeremy Ebobisse. Orlando City – Goalkeeper: Pedro Gallese. Defenders: Ruan, Antonio Car- los, Robin Jansson, Joao Moutinho. Midfielders: Jhegson Mendez, Oriol Ro- sell, Chris Mueller, Mauricio Pereyra, Nani. Forward: Tesho Akindele. Who has the edge? Despite Orlando’s struggles since en- tering the league, it holds an all-time se- ries edge against Portland, going 3-1-1. That being said, Portland has been the most impressive team in the tourna- ment. Historically, the Timbers are no- toriously an unrelenting chip-on-their- shoulder troublemaker against any op- ponent and are no strangers to big games. That intangible makes Portland the pick to win. 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Refinance / Cash Out CallToday! 888-736-4448 Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal https://proportal.sourcewell-mn.gov. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than September 29, 2020, at 4:30pm CentralTime, and late proposals will not be considered. NOTICES PUBLIC NOTICE HEALTH/FITNESS AGardenObserved: Cultivating A Life by Melanie Boyer Enchanting 220 page coffee-table devotional filled with garden photography Available on Amazon BOOKS / PUBLICATIONS ATTENTION Ifyou’vehadHerniaSurgery andhaveexperiencedany 800-478-7176800-478-7176 CALL THE HERNIA MESH HELPLINE NOW AT you may be entitled to COMPLICATIONS SIGNIFICANT CASH COMPENSATION. Ifyouoralovedonehas beendiagnosedwith ovariancancerafterusing talcumbasedproducts youmaybeentitledto significantcompensation 800-208-3526 TALCUM POWDER SETTLEMENT Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal https://proportal.sourcewell-mn.gov. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than September 29, 2020, at 4:30pm Central Time, and late proposals will not be considered. NOTICES PUBLIC NOTICE usat-usatnonbus-100074451-sourcewell-(formerly-display-public-notice-16231.indd 18/6/20 11:17 AM Bids Homepage (/Module/Tenders/en/Home/BidsHomepage) Find more bids (https://www.bidsandtenders.net) Create Account (/Module/Tenders/en/Vendor/Create /42b90b89-9f67-483a-96e3-9b0490d01d40) Login (/Module/Tenders/en/Login/Index /42b90b89-9f67-483a-96e3-9b0490d01d40) Click (https://www.bidsandtenders.ca)here (https://proportal.sourcewell-mn.gov/) to return to the Sourcewell Procurement Portal home page. Bid Details Bid Classification: Goods Bid Type: RFP - General Bid Number: RFP 092920 Bid Name: Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services Bid Status: Open Bid Closing Date: Tue Sep 29, 2020 4:30:00 PM (CDT) Question Deadline: Tue Sep 22, 2020 4:30:00 PM (CDT) Time-frame for delivery or the duration of the contract: Four years, with possible extension as stated in the bid documents Negotiation Type: Refer to bid document Condition for Participation: Refer to bid document Electronic Auctions: Not Applicable Language for Bid Submissions: English unless specified in the bid document Submission Type: Online Submissions Only Submission Address: Online Submissions Only Public Opening: No https://proportal.sourcewell-mn.gov/Module/Tenders/en/Tender/Detail/7... 1 of 3 8/19/2020, 1:39 PM Description: Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov (https://proportal.sourcewell- mn.gov/)]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than September 29, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. Bid Document Access: Bid Opportunity notices and awards and a free preview of the bid documents is available on this site free of charge without registration. There is no cost to obtain an unsecured version of the document and /or to participate in this solicitation. Categories: Show Categories [+] The following are the meeting times and locations for the opportunity: Meeting Location Description Pre-Proposal Web Conference Login instructions will be provided to registered p takers by email two business days prior to the we conference. https://proportal.sourcewell-mn.gov/Module/Tenders/en/Tender/Detail/7... 2 of 3 8/19/2020, 1:39 PM Documents Addenda File Name RFP_092920_Aboveground_Fuel_Storage Monday August 10, 2020 08:39 AM RFP_092920_Aboveground_Fuel_Storage_Contract_template Wednesday August 5, 2020 02:03 PM No Addenda Available ... https://proportal.sourcewell-mn.gov/Module/Tenders/en/Tender/Detail/7... 3 of 3 8/19/2020, 1:39 PM Notice Basic Information Details Dates Contact Information Pre-Bidding Events Bid Submission Process Estimated Contract Value (CAD)$20,000,000.00 (Not shown to suppliers) Reference Number 0000181225 Issuing Organization Sourcewell Owner Organization Solicitation Type RFP - Request for Proposal (Formal) Solicitation Number 092920 Title Aboveground Fuel and Fluid Storage with Related Hardware and Software Source ID PP.CO.USA.868485 Location All of Canada, All of Canada Purchase Type Term: 2020/10/30 01:00:00 AM EDT - 2024/10/29 01:00:00 AM EDT Description Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than September 29, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. Publication Manual publication Question Acceptance Deadline 2020/09/22 05:30:00 PM EDT Questions are submitted online No Bid Intent Not Available Closing Date 2020/09/29 05:30:00 PM EDT Prebid Conference 2020/09/15 11:00:00 AM EDT Procurement Department 218-894-1930 rfp@sourcewell-mn.gov Event Type Prebid Conference Attendance Mandatory Event date 2020/09/15 11:00:00 AM EDT Location Pre-Proposal Web Conference Event Note Login instructions will be provided to registered plan takers by email two business days prior to the web conference. Bid Submission Type Electronic Bid Submission Pricing No Pricing Pricing No Pricing Bid Documents List Item Name Description Mandatory Bid Documents Documents defining the proposal Yes 092920 - Aboveground Fuel and Fluid Storage with Related... 2020/08/11 09:41:40 AM EDT Page 1 of 3 Documents Documents Document Size Uploaded Date Language RFP 092920 Aboveground Fuel and Fluid Storage [pdf]161 Kb 2020/08/11 09:40:06 AM EDT English 092920 - Aboveground Fuel and Fluid Storage with Related... 2020/08/11 09:41:40 AM EDT Page 2 of 3 Categories Selected Categories MERX Category (1) U Other Other U Undefined Undefined UNSPSC Categories (2) 25000000 Commercial and Military and Private Vehicles and their Accessories and Components 25170000 Transportation components and systems 25172400 Fuel tanks and systems 78000000 Transportation and Storage and Mail Services 78180000 Transportation repair or maintenance services 78180300 Transport fuelling and vehicle storage and support services 092920 - Aboveground Fuel and Fluid Storage with Related... 2020/08/11 09:41:40 AM EDT Page 3 of 3 Opportunity Notice Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Opportunity Information Organization:Rural Municipalities of Alberta (RMA) Organization Address:www.rmalberta.com Reference Number:AB-2020-04986 Solicitation Number: AB-2020-04986 Solicitation Type:Request for Proposal Posting (MM/dd/yyyy):08/11/2020 03:30:00 PM Alberta Time Closing (MM/dd/yyyy):09/29/2020 03:30:00 PM Alberta Time Last Update (MM/dd/yyyy):08/11/2020 03:09:41 PM Alberta Time Agreement Type:NWPTA/TILMA & CFTA & CETA Region of Opportunity:Open Region of Delivery:Alberta Opportunity Type:Open & Competitive Commodity Codes: N7025501: Readers - RFID N1560D: Tank, Fuel, Aircraft N4930H: Pumps, Dispensing, Gasoline, Diesel Fuel and LPG Type N5430D: Tanks, Oil Storage N5430: Storage Tanks N6350050: Electronic Identification Devices - RFID Category: Goods Potential vendors (bidders) may view the bid package here. Interested vendors (bidders) who wish to submit a response to this opportunity should register their interest by downloading the document(s) from the bid package. Response Submission: Only Proposals submitted through the Sourcewell Procurement Portal will be considered. https://proportal.sourcewell-mn.gov Proposals are due no later that September 29, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. Response Contact: Robinson, Chris Procurement Manager 2510 Sparrow Drive Nisku, Alberta T9E 8N5 Tel: 218-895-4168 Opportunity Preview https://vendor.purchasingconnection.ca/Opportunity.aspx?Guid=087013... 1 of 3 8/20/2020, 11:24 AM Email: rfp@sourcewell-mn.gov Response Specifics: A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than September 29, 2020, 4:30 pm Central Time, and late proposals will not be considered. Proposer’s complete proposal must be submitted through the Sourcewell Procurement Portal no later than the date and time specified in the Solicitation Schedule. Any other form of proposal submission, whether electronic, paper, or otherwise, will not be considered by Sourcewell. Only complete proposals that are timely submitted through the Sourcewell Procurement Portal will be considered. Late proposals will not be considered. It is the Proposer’s sole responsibility to ensure that the proposal is received on time. All proposals must be received through the Sourcewell Procurement Portal no later than the Proposal Due Date and time noted in the Solicitation Schedule above. It is recommended that Proposers allow sufficient time to upload the proposal and to resolve any issues that may arise. The closing time and date is determined by the Sourcewell Procurement Portal web clock. In the event of problems with the Sourcewell Procurement Portal, follow the instructions for technical support posted in the portal. It may take up to twenty-four (24) hours to respond to certain issues. Upon successful submission of a proposal, the Portal will automatically generate a confirmation email to the Proposer. If the Proposer does not receive a confirmation email, contact Sourcewell’s support provider at support@bidsandtenders.ca. To ensure receipt of the latest information and updates via email regarding this solicitation, or if the Proposer has obtained this solicitation document from a third party, the onus is on the Proposer to create a Sourcewell Procurement Portal Vendor Account and register for this solicitation opportunity. All proposals must be acknowledged digitally by an authorized representative of the Proposer attesting that the information contained in in the proposal is true and accurate. By submitting a proposal, Proposer warrants that the information provided is true, correct, and reliable for purposes of evaluation for potential contract award. The submission of inaccurate, misleading, or false information is grounds for disqualification from a contract award and may subject the Proposer to remedies available by law. Opportunity Description: Rural Municipalities of Alberta ("RMA"), is posting the solicitation on behalf of RMA and its current and potential Members and represented Associations and their Members, which includes local Governmental and other not-for-profit organizations located in all provinces and territories in Canada including but not limited to British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Nova Scotia, New Brunswick, Prince Edward Island, Newfoundland and Labrador and Northwest Territories. Request for Proposal ("RFP") to result in regional and/or national contract solutions under the rules and regulations of the New West Partnership Trade Agreement ("CETA") for this procurement, RMA/Sourcewell is requesting proposals for Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services to result in a national contracting solution for use by its members. Opportunity Preview https://vendor.purchasingconnection.ca/Opportunity.aspx?Guid=087013... 2 of 3 8/20/2020, 11:24 AM Members include thousands of governmental, higher education, K-12 education, not-for-profit, tribal government, and other public agencies located in Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than September 29, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. APC "Opportunity Notices" This notice is provided for information purposes only. Refer to the "Opportunity Documents" in the bid package for authoritative information. All queries pertaining to the language, content or any missing or inaccurate information within this abstract must be sent to its originator of the abstract, as specified in the opportunity notice. © APC - All rights reserved. No part of the information contained in this Web Site may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise without the prior written permission of the Manager, Centre of Expertise via: SA.APCRequests@gov.ab.ca. Her Majesty the Queen in right of Alberta and the Alberta public sector entities that use APC are not responsible or liable for the accuracy of the information contained in the publication. It is the responsibility of interested parties to review the opportunity posting for changes or updates prior to the opportunity closing date/time. Opportunity Preview https://vendor.purchasingconnection.ca/Opportunity.aspx?Guid=087013... 3 of 3 8/20/2020, 11:24 AM 8/11/2020 Public Purchase: Bid RFP #092920 - Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services https://www.publicpurchase.com/gems/bid/bidView?bidId=131583 1/1 Chat Help Logout [Switch to Vendor View] Home New Bid Closed Bids My Stuff Tools Bid RFP #092920 - Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Bid Type RFP Bid Number 092920 Title Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services Start Date Aug 11, 2020 9:05:26 AM CDT End Date Sep 29, 2020 4:30:00 PM CDT Agency Sourcewell Bid Contact Chris Robinson (218) 895-4168 rfp@sourcewell-mn.gov 202 12th Street NE P.O. Box 219 Staples, MN 56479-0219 Access Reports View reports on who has been notified of the bid or accessed it. [Notification report] [Access report] Questions 0 Questions 0 Unanswered [View/Ask Questions] Edit Bid [Create Addendum] Description Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than September 29, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. Documents No Documents for this bid Customer Support: agencysupport@publicpurchase.com | Copyright 1999-2020 © | The Public Group, LLC. All rights reserved. The New York State Contract Reporter This document printed Tuesday, 08/11/2020 NYS' official source of contracting opportunities Bringing business and government together Contracting Opportunity * * * This ad has not been published. It has been reviewed and pending publication. * * * Title:Aboveground Fuel and Fluid Storage with Related Hardware and Software Agency:Sourcewell Division:Procurement Department Contract Number:RFP 092920 Contract Term:4 years, with potential 1 year extension. Date of Issue:08/12/2020 Due Date/Time:09/29/2020 5:30 PM County(ies):All NYS counties Classification:Fuels & Lubricants - Commodities Opportunity Type:General Entered By:Chris Robinson Description:Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proporta l.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than September 29, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. Service-Disabled Veteran-Owned Set Aside: No 1 of 2 Contact Information Primary contact:Sourcewell Procurement Department Chris Robinson Procurement Manager 202 12th Street NE P.O. Box 219 Staples, MN 56479 United States Ph: 218-895-4168 chris.robinson@sourcewell-mn.gov Submit to contact:Sourcewell Procurement Department Chris Robinson Procurement Manager 202 12th Street NE P.O. Box 219 Staples, MN 56479 United States Ph: 218-895-4168 chris.robinson@sourcewell-mn.gov © 2020, Empire State Development http://www.esd.ny.gov/ 2 of 2 ProposalOpeningRecord Dateofopening:September29,2020 SourcewellpostedRequestforProposal#092920,fortheprocurementofAbovegroundFuelandFluid StoragewithRelatedHardware,Software,andServices,ontheSourcewellProcurementPortal [proportal.sourcewellͲmn.gov]onTuesday,August11,2020,andthesolicitationremainedinanopen statuswithintheportaluntilSeptember29,2020,at4:30pmCT.TheRFPrequiredthatallproposalsbe submittedthroughtheSourcewellProcurementPortalnolaterthan4:30pmCTonSeptember29,2020, thedateandtimespecifiedintheSolicitationSchedule. TheundersignedcertifythatallresponsesreceivedonRequestforProposal#092920weresubmitted throughtheSourcewellProcurementPortal,andthateachProposer’sresponsematerialwasdigitally sealeduponsubmissionandremainedinaccessibleuntiltheduedateandtimespecifiedintheSolicitation Schedule. Responseswerereceivedfromthefollowing: ActerraGroup,Inc.–received9/29/20at8:31:02AM BalcrankCorporation–received9/28/20at7:16:36AM E.J.Ward–received9/29/20at12:09:42PM EagleTanks,Inc.–received9/29/20at2:36:19PM FireballEquipment,LTD–received9/29/20at10:48:13AM FuelCloudOPCO–received9/25/20at5:22:59PM Gilbarco,Inc.–received9/29/20at8:53:21AM Graco,Inc.–received9/29/20at3:52:04PM JFAcquisition,LLC–received9/29/20at1:28:32PM MakLocBuildingsInc.–received9/29/20at12:34:48PM ModernWeldingCompany,Inc.–received9/29/20at4:06:37PM MultiforceSystemsCorporation–received9/29/20at4:26:25PM OMNTECMfg.,Inc.–received9/29/20at9:59:36AM OPWFuelManagementSystems–received9/29/20at2:58:38PM Polystar,Inc.–received9/28/20at1:22:00PM SouthernPumpandTankCompany,LLC–received9/29/20at4:27:22PM SynͲTechSystems,Inc.–received9/29/20at2:33:44PM TitanChemicalTransferSolutions,LLC–received9/28/20at11:50:04AM WesternInternational,Inc.DBAWesternGlobal–received9/29/20at3:12:59PM TheProposalswereopenedelectronically,andalistofallProposerswasmadepubliclyavailableinthe SourcewellProcurementPortal,onSeptember29,2020,at4:31:10PMCT.Allresponsiveproposals werethensubmittedforreviewbytheSourcewellEvaluationCommittee. _______________________________________________________________ GregGrunig,ProcurementLeadAnalystCarolJackson,ProcurementAnalyst ActerraGroup BalcrankCorp. E.J.Ward EagleTanks,Inc. FireballEquipment FuelCloudOPCO Gilbarco,Inc. Graco,Inc. JFAcquisition MakLocBuildingsPossiblePointsConformancetoTerms/ConditionstoIncludeDocumentation50423444353541434141 ͲPricing400309343357289239311360328336 ͲFinancial,IndustryandMarketplaceSuccesses75635865535357696363 ͲBidder'sAbilitytoSell/ServiceContractNationally100737882636771868480 ͲBidder'sMarketingPlan50403043323537434442 ͲValueAddedAttributes75624462535454626661 ͲWarrantyCoveragesandInformation50413840403540434138 ͲSelectionandVarietyofProductsandServicesOffered200171130163138155138171163180 ͲTotalPoints1,000801 755 856 703 673 749 877 830 841ͲRankOrder1012 4161713 2 8 719ModernWelding MultiforceSystem OMNTECMfg. OPWFuelManagement Polystar,Inc. SouthernPump SynͲTechSystems,Inc. TitanChemicalTransfer WesternInternationalPossiblePointsConformancetoTerms/ConditionstoIncludeDocumentation50324235433635454544Pricing400236356333334318318323363358Financial,IndustryandMarketplaceSuccesses75506358665157686763Bidder'sAbilitytoSell/ServiceContractNationally100737877866576889178Bidder'sMarketingPlan50314136403439394443ValueAddedAttributes75356456644635666865WarrantyCoveragesandInformation50344040413739444142SelectionandVarietyofProductsandServicesOffered200138165152168128136155181175TotalPoints1,000629 849 787 842 715 735 828 900 868RankOrder18 5 11 6 15 14 9 1 3_________________________________ ______________________________ ____________________________________ ____________________________GregGrunig,ProcurementLeadAnalyst CarolJackson,ProcurementAnalyst MichaelMuñoz,CPPB,ProcurementAnalyst NickScholer,ProcurementAnalystAbovegroundFuelandFluidStoragewithRelatedHardware,SoftwareandServicesRFP#092920ProposalEvaluation COMMENT AND REVIEW to the REQUEST FOR PROPOSAL (RFP) 092920 Entitled Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services The following advertisement was placed August 11, 2020 in Utah’s The Salt Lake Tribune, in USA Today, in South Carolina’s The State, and on the Sourcewell website www.sourcewell-mn.gov, Sourcewell Procurement Portal https://proportal.sourcewell-mn.gov, Biddingo, Merx, The New York State Contract Reporter www.nyscr.ny.gov, PublicPurchase.com, and August 12, 2020 in Oregon’s Daily Journal of Commerce: Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than September 29, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered. The solicitation process was conducted through the Sourcewell Procurement Portal. The following parties expressed interest in the solicitation by registering for this opportunity within the portal: Accu-Flo Meter Services, LTD KleerBlue Acterra Group, Inc. LES INDUSTRIES DESJARDINS, LTEE All Peace Petroleum, A Division of Bar W Petroleum MakLoc Buildings, Inc. Balcrank Corporation Metro Environmental Services, LLC Banlaw MI Petro Construction & Supply, Inc. Capital Petroleum Service, Ltd Modern Welding Company, Inc. Cornerstone Petroleum Equipment, Ltd Multiforce Systems Corporation E.J. Ward, Inc. OMNTEC Mfg., Inc. Eagle Tanks, Inc. Dover Fueling Solutions, Inc., / OPW Fuel Management Systems EAPC Engineers and Architects, P.C. Polystar, Inc. EnergiSystems, LLC Pumps and Pressure, Inc. Sourcewell Page 2 of 5 Fireball Equipment, LTD Quality Assured Manufacturing FuelCloud OPCO Regina Construction Association Fullidity, LLC Southern Pump and Tank Company, LLC Gilbarco, Inc. Straightforward, LLC GIR Fuel Management Syn-Tech Systems, Inc. Graco, Inc. Titan Chemical Transfer Solutions, LLC Husky Corporation Trak Engineering, Inc. ICS Great Western, LP U-Fuel, Inc. JF Acquisition, LLC Western International, Inc. DBA Western Global John M. Ellsworth Company All Proposals remained sealed within the Sourcewell Procurement Portal until the scheduled due date and time. Proposals were electronically opened, and the list of all Proposers was made publicly available on the Sourcewell Procurement Portal, on September 29, 2020, at 4:31:10 pm CT. Proposals were received from the following: Acterra Group, Inc. Balcrank Corporation E.J. Ward, Inc. Eagle Tanks, Inc. Fireball Equipment, LTD FuelCloud OPCO Gilbarco, Inc. Graco, Inc. JF Acquisition, LLC MakLoc Buildings Inc. Modern Welding Company, Inc. Multiforce Systems Corporation OMNTEC Mfg., Inc. Dover Fueling Solutions, Inc., / OPW Fuel Management Systems Polystar, Inc. Southern Pump and Tank Company, LLC Syn-Tech Systems, Inc. Titan Chemical Transfer Solutions, LLC Western International, Inc. DBA Western Global Proposals were reviewed by the Proposal Evaluation Committee: Greg Grunig, Procurement Lead Analyst Carol Jackson, Procurement Analyst Michael Munoz, Procurement Analyst Nick Scholer, Procurement Analyst The findings of the Proposal Evaluation Committee are summarized as follows: The Proposal Evaluation Committee applied the Sourcewell RFP evaluation criteria and determined that the equipment, products, and services offered in the proposal response of MakLoc Buildings Inc., fall outside of the Sourcewell Page 3 of 5 Requested Equipment, Products, or Services of the RFP. All other proposals were found to meet the scope and mandatory submittal requirements and were evaluated. E.J. Ward, Inc., has a strong sales and service network comprised of a regionally based internal sales team, geographically dispersed service operations centers, and independent distributors/contractors across the US and Canada. They provide fuel management solutions including terminal hardware, sensors, software and SAAS equipment and products, and installation services. E.J. Ward is offering a significant discount from MSRP pricing on equipment, products, and services.. Gilbarco, Inc., has a comprehensive offering of hardware and software to meet fuel dispensing, tank management, and fuel management needs, as well as turn-key project management. They have 193 authorized distributors and 5,000 certified installation service contractors to serve participating entities across the US and Canada. Gilbarco offers a range of competitive discounts from list pricing by product category. Graco Inc., manufactures pumping, dispensing, and metering equipment for bulk lubricants, DEF, and grease products, with free available online product training courses. They have over 500 distributors across North America to assist with the needs of Sourcewell participating entities. Graco offers a range of solid discounts from list pricing by product family. JF Acquisition, LLC, is a distributor of fuel management equipment, products, parts and accessories, and a turnkey service provideroperating 33 branch offices, 4 distribution centers, and with a sales and service force of over 500 employees throughout the US. They offer new storage systems with a one-year parts and labor warranty included and have an e-Procurement website portal for participating entities. JF Acquisition pricing includes a significant discount from manufacturer list pricing with additional discounts available for volume or quantity purchases. Multiforce Systems Corporation is the manufacturer, developer and distributor of a broad selection of fuel and fluid management products including fuel island, communications, and management hardware and software, with related installation and support services. Sales and service is available through an internal team, distribution and sales affiliates, and a designated installation and service partner. Multiforce offers competitive pricing with a discount off MSRP to Sourcewell participating entities. Dover Fueling Solutions, Inc., / OPW Fuel Management offers a range of product brands, including Wayne Fueling Systems, OPW Fuel Management Systems, Clearview and OPW Retail Fueling, for a comprehensive fuel dispensing equipment and management systems solution. Their distribution network provides sales and service coverage throughout the United States and Canada. All OPW Fuel Management Systems, Wayne Fueling Systems, and OPW Retail Fueling equipment and products are being offered with a significant discount off the published price list. Syn-Tech Systems, Inc., utilizes a large direct sales force and distributor network across the United States and Canada to offer scalable fuel management systems including fleet integration, telematics and data security. Syn- Tech provides a standard warranty with several extended warranty and maintenance plan options. They offer a considerable discount off MSRP pricing to Sourcewell participating entities. Titan Chemical Transfer Solutions, LLC, offers The Blue1 product line including turn-key systems and equipment for DEF, petroleum and alternative energy solutions. Blue1 also provides turnkey installation services and environmental services such as underground tank removal, inspections and compliance assistance. With an extensive distributor network across the United States and Canada, they are well equipped to support Sourcewell Sourcewell Page 4 of 5 participating entities. Warranties cover all products and extended service contracts are available. Blue1 offers a significant discount off list price. Western International, Inc., DBA Western Global, manufactures steel double-walled above-ground transportable and stationary fuel storage tanks and dispensing system solutions for handling of fuels, lubricants and other liquids. They cover the product warranty process for all equipment solutions provided irrespective of component manufacturer. Western Global offers a competitive pricing discount with additional volume discounts available. Upon the above evaluation findings of the Proposal Evaluation Committee, the Sourcewell Chief Procurement Officer made the determination to award of Sourcewell Contract #092920 to : Dover Fueling 092920-DVR E.J. Ward, Inc. 092920-EJW Gilbarco 092920-GVR Graco 092920-GRC JF Petroleum 092920-JFA Multiforce 092920-MTF Syn-Tech 092920-SYS Titan Chemical 092920-TAN Western Global 092920-WST The preceding recommendations were approved on November 19, 2020. ______________________________________________ Greg Grunig, Procurement Lead Analyst _________________________________________ Carol Jackson, Procurement Analyst __________________________________________ Michael Munoz, CPPB, Procurement Analyst ________________________________________ Nick Scholer, Procurement Analyst Sourcewell Page 5 of 5 STATEMENT OF COMPLIANCE As Chief Procurement Officer for Sourcewell, I have reviewed the recommendation of the Evaluation Committee and the accompanying support materials documenting the process followed for RFP #092920 for Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services. The committee accepted, deemed responsive, evaluated, and recommended proposals for award. Under authority granted to the Chief Procurement Officer in Sourcewell’s bylaws, the recommendations set forth above are approved. I hereby certify: 1. Sourcewell is a government agency, created and authorized by Minnesota law to provide cooperative procurement contracts. 2. The procurement process and resulting contracts have been awarded in compliance with the laws of the State of Minnesota (Minnesota Statutes Chapter 471 and Minnesota Statutes Section 123A.21), and in conformity to Sourcewell’s Procurement Policy. Jeremy Schwartz, CSSBB, CPPO Chief Procurement Officer REGULAR MEETING MINUTES OF THE SOURCEWELL BOARD OF DIRECTORS Tuesday, February 18, 2020 Conference Room 3 & 4 202 12th St. NE, Staples, MN 56479 Chair Wilson called the Regular Board meeting to order at 6:16p.m. with the following members present: Greg Zylka, Scott Veronen, Ryan Thomas, Sharon Thiel, Mark Gerbi, Sara Nagel, Linda Arts and Mike Wilson. Also present were Paul Brownlow, Verndale Public Schools, and Simoine Bolin, Mid-State Education District, Ex-Officios; Chad Coauette, Mike Carlson, Susan Nanik, Marcus Miller, Paul Drange, Jeremy Schwartz, Travis Bautz, Jamie Loken, Ali O’Day, Chris Klein, and Danielle Wadsworth, Sourcewell staff; Dan Domenech, American Association of School Administrators, Guest. Ms. Nagel moved, seconded by Mr. Thomas to accept the agenda as presented. Motion carried. Mr. Zylka moved, seconded by Ms. Thiel to accept the minutes of the Regular Board Meeting held on January 21, 2020. Motion carried. Mr. Carlson presented the monthly Financial Reports. Ms. Thiel moved, seconded by Mr. Thomas to approve the Resolution of Signed Authority. Motion carried. Mr. Veronen moved, seconded by Mr. Zylka to approve the Check Register, Wire Transfer activity, and Wire Transfer- Employee Expense reimbursements as detailed in the batch reports dated February 12, 2020. Motion carried. Mr. Veronen moved, seconded by Ms. Nagel to accept the Consent Agenda as follows: x Updated Membership Agreements Members added January 1-31, 2019 x Resolution to approve permission to solicit the following category: a. Fuel and Fluid Storage Systems, Equipment and Technology x Resolution to approve permission to re-solicit the following categories: a. Public Sector Administrative-Related Software Solutions b. Rental Equipment x Higher Education Procurement Internship Program Agreement for Illinois Institutions x Interlocal Cooperative Agreement with Becker County x Interlocal Agreement with Douglas County Motion carried. Ms. O’Day gave a day in the life of a Sourcewell employee presentation on her role as a Marketing Project Coordinator. Mr. Schwartz gave an update on the Operations, Procurement, and Information and Communications Technology Departments and contracts awarded in January as noted in Appendix A. Mr. Zylka moved, seconded by Ms. Thiel to approve the Resolution to Approve Ratification of Cooperative Contracting Awards. Motion carried. Mr. Bautz gave an update on the Membership and Marketing Departments. Mr. Drange gave an update on the Regional Programs Department. Ms. Nanik gave an update on the Facilities and Human Resource Departments. Mr. Carlson gave an update on the Finance and Risk Management Departments. Mr. Miller gave an update on the Government Relations and General Counsel Departments. Mr. Veronen moved, seconded by Ms. Nagel to approve the Personnel Recommendations. Motion carried. Dr. Coauette gave an update on State/National Associations and Partnerships. Mr. Zylka moved, seconded by Mr. Thomas to adjourn the meeting at 8:16 p.m. Motion carried. APPENDIXA SOURCEWELLPROCUREMENTDEPARTMENT BOARDITEMSͲFebruary2020 RequestingBoardpermissiontoSolicitthefollowingcategories: RequestingBoardpermissiontoReͲSolicitthefollowingcategories: NEWCONTRACTS PPGArchitecturalFinishes 121219ͲPPG "PaintwithRelatedSupplies,Equipment,and Services" TheSherwinͲWilliamsCompany 121219ͲSHW "PaintwithRelatedSupplies,Equipment,and Services" 5thYEARRENEWALS(CONTRACTEXTENSIONS) BentleyMills 121715ͲBPS "FlooringwithRelatedEquipment" InterfaceAmericas 121715ͲIFA "FlooringwithRelatedEquipment" ManningtonMills,Inc. 121715ͲMMI "FlooringwithRelatedEquipment" MaslandContract 121715ͲMAS "FlooringwithRelatedEquipment" MohawkCarpetDistribution 121715ͲMCD "FlooringwithRelatedEquipment" ShawIndustries 121715ͲSII "FlooringwithRelatedEquipment" TarkettUSA,Inc. 121715ͲTFU "FlooringwithRelatedEquipment" AcroServiceCorporation020817ͲACR"ManagedServiceProviderforI.T." GPSInsight,LLC 022217ͲGPI "FleetManagementandRelatedTechnology" NEWezIQCCONTRACTS StateofNewYorkͲLongIsland VolmarConstruction,Inc.LI01ͲGCͲ012920ͲVOL GeneralConstruction PolarisElectricalConstructionCorp.LI01ͲEͲ012920ͲPEC ElectricalConstruction StateofNewYorkͲNewYorkCity GryphonConstructionInc.NYC01ͲGCͲ012920ͲGCI GeneralConstruction PolarisElectricalConstructionCorp.NYC01ͲEͲ012920ͲPEC ElectricalConstruction ProConGroup,Inc. NYC02ͲGCͲ012920ͲPCG GeneralConstruction WadeElectricIncorporated NYC02ͲEͲ012920ͲWEI ElectricalConstruction StateofTexasͲCentralTexasArea JAMCOVentures,LLC TXͲCTͲGCͲ121819ͲJAM GeneralConstruction CentennialContractorsEnterprises TXͲCTͲGCͲ121819ͲCCE GeneralConstruction F.H.Paschen TXͲCTͲGCͲ121819ͲFHP GeneralConstruction TMGContracting,LLC TXͲCTͲGCͲ121819ͲTCL GeneralConstruction Amstar,Inc.TXͲCTͲGCͲ121819ͲAMS GeneralConstruction VelizCompany,LLC TXͲCTͲGCͲ121819ͲVCL GeneralConstruction DoyleElectric,LLC TXͲCTͲGCͲ121819ͲDEL GeneralConstruction ThePoundsGroup,LLC TXͲCTͲGCͲ121819ͲSUL GeneralConstruction CoreConstructionServicesofTexas TXͲCTͲGCͲ121819ͲCCT GeneralConstruction PlatinumRoofing,LLC TXͲCTͲRͲ121819ͲPLR Roofing JAMCOVentures,LLC TXͲCTͲRCͲ121819ͲJAM Roofing RoofConnectLogistics,Inc.TXͲCTͲRͲ121819ͲRCL Roofing JAMCOVentures,LLC TXͲCTͲAPCͲ121819ͲJAM Asphalt/Paving/Concrete DoyleElectric,LLC TXͲCTͲEͲ121819ͲDEL Electrical JAMCOVentures,LLC TXͲCTͲPͲ121819ͲJAM Painting JAMCOVentures,LLC TXͲCTͲFͲ121819ͲJAM Flooring JAMCOVentures,LLC TXͲCTͲWͲ121819ͲJAM Waterproofing StateofTexasͲWestTexasArea VelizCompany,LLC TXͲWTͲGCͲ121819ͲVCL GeneralConstruction F.H.Paschen TXͲWTͲGCͲ121819ͲFHP GeneralConstruction Amstar,Inc.TXͲWTͲGCͲ121819ͲAMS GeneralConstruction CoreConstructionServicesofTexas TXͲWTͲGCͲ121819ͲCCT GeneralConstruction RoofConnectLogistics,Inc.TXͲWTͲRͲ121819ͲRCL Roofing StateofTexasͲPermianBasinArea VelizCompany,LLC TXͲPBͲGCͲ121819ͲVCL GeneralConstructionCONSENTAGENDAITEMSFuelandFluidStorageSystems,EquipmentandTechnology RentalEquipment PublicSectorAdministrativeͲRelatedSoftwareSolutions FeeManagementandOnlinePaymentPortalSoftwareSolutions APPENDIXAContinued F.H.Paschen TXͲPBͲGCͲ121819ͲFHP GeneralConstruction TommyKleinConstruction TXͲPBͲGCͲ121819ͲTKL GeneralConstruction Amstar,Inc.TXͲPBͲGCͲ121819ͲAMS GeneralConstruction CoreConstructionServicesofTexas TXͲPBͲGCͲ121819ͲCCT GeneralConstruction ezIQCRENEWALS AstraConstructionServices,LLC FLͲSWAͲGC04Ͳ121918ͲACS GeneralConstruction AdvancedRoofing,Inc. FLͲSWAͲR01Ͳ121918ͲADR RoofingConstruction AdvancedRoofing,Inc. FLͲECAͲR01Ͳ121918ͲADR RoofingConstruction LEEConstructionGroup,Inc. FLͲECAͲGC02Ͳ121918ͲLCI GeneralConstruction LEEConstructionGroup,Inc. FLͲSWAͲGC02Ͳ121918ͲLCI GeneralConstruction McKenzieContracting,LLC FLͲECAͲUG1Ͳ121918ͲMCL UndergroundConstruction JohnsonͲLauxConstruction,LLC FLͲSWAͲGC03Ͳ121918ͲJLC GeneralConstruction McKenzieContracting,LLC FLͲSWAͲUG1Ͳ121918ͲMCL UndergroundConstruction JohnsonͲLauxConstruction,LLC FLͲECAͲGC03Ͳ121918ͲJLC GeneralConstruction AstraConstructionServices,LLC FLͲECAͲGC04Ͳ121918ͲACS GeneralConstruction ShiffConstruction&Development,Inc. FLͲSWAͲGC01Ͳ121918ͲSCD GeneralConstruction ShiffConstruction&Development,Inc. FLͲECAͲGC01Ͳ121918ͲSCD GeneralConstruction WhalenElectric,LLC OHGCDAEOMBͲ013018ͲWHE ElectricalConstruction TheLuskGroup OHGCDAGCOMAͲ013018ͲLUS GeneralConstruction F.H.Paschen,S.N.Nielsen&Associates,LLC OHGCDAGCOMBͲ013018ͲFHP GeneralConstruction TheLuskGroup OHGCDAEOMAͲ013018ͲLUS ElectricalConstruction TheLuskGroup OHGCDAHVOMAͲ013018ͲLUS HVACConstruction TheLuskGroup OHGCDAROMAͲ013018ͲLUS RoofingConstruction TheLuskGroup OHGCDACOMAͲ013018ͲLUS ConcreteConstruction Perkins/CarmackConstruction,LLC OHGCDAGCOMCͲ013018ͲPCC GeneralConstruction Perkins/CarmackConstruction,LLC OHGCDACOMBͲ013018ͲPCC ConcreteConstruction CustomControlsGroup OHGCDAGCOMDͲ013018ͲCCG GeneralConstruction CustomControlsGroup OHGCDAROMBͲ013018ͲCCG RoofingConstruction CustomControlsGroup OHGCDAHVOMBͲ013018ͲCCG HVACConstruction WestsidePaving&Excavating,Inc. OHGCDAAPOMAͲ013018ͲWPE AsphaltPavingConstruction WestsidePaving&Excavating,Inc. OHGCDAWUIOMAͲ013018ͲWPE WaterSewerUndergroundInfrastructure UniversalContractingCorporation OHGCDAGCOMEͲ013018ͲUCC GeneralConstruction SOURCEWELL STATE OF MINNESOTA Member ____________ moved the adoption of the following Resolution: RESOLUTION TO RATIFY COOPERATIVE CONTRACTING AWARDS Resolution No. 2020-32 WHEREAS, the Sourcewell Board of Directors previously authorized the solicitations for the cooperative categories listed on Appendix A, which is attached and incorporated; and WHEREAS, Sourcewell issued the cooperative contracting solicitations for the authorized categories; and WHEREAS, through the Sourcewell Procurement Policy, the Board designated the Chief Procurement Officer to administer Sourcewell’s cooperative purchasing and contracting program and to award all competitively solicited contracts, without limitation; and WHEREAS, the Chief Procurement Officer made the awards listed based on the results of the competitive solicitation process; and WHEREAS, the Board acknowledges that the awards made by the Chief Procurement Officer are valid and binding; however, based upon some members’ legal requirements the Chief Procurement Official is required to seek subsequent Board ratification of all cooperative purchasing awards. NOW THEREFORE BE IT RESOLVED by the Board of Directors ratifies the cooperative contracting awards made by the Chief Procurement Officer listed on Appendix A. The motion for the adoption of the foregoing resolution was duly seconded by Member______________ and the following voted in favor: (list names here) and the following voted against: (list names here or “NONE”) whereupon said resolution was declared duly passed and adopted. ATTEST: _________________________________ Clerk to the Board of Directors ^ŚĂƌŽŶdŚŝĞů 'ƌĞŐLJůŬĂ EKE tŝůƐŽŶ͕LJůŬĂ͕sĞƌŽŶĞŶ͕EĂŐĞů͕dŚŽŵĂƐ͕dŚŝĞů͕ƌƚƐĂŶĚ<ŝƌĐŚĞƌ APPENDIXA SOURCEWELLPROCUREMENTDEPARTMENT BOARDITEMSͲDecember2020 GroundsMaintenanceEquipment,Attachments,andAccessories NEWCONTRACTS SupplierName ContractNumber SolicitationTitle MSCIndustrialSupply 101320ͲMSI "JanitorialSuppliesandEquipmentwithRelatedServices" StaplesContract&Commercial,LLC101320ͲSCC "JanitorialSuppliesandEquipmentwithRelatedServices" W.W.Grainger,Inc. 101320ͲWWG "JanitorialSuppliesandEquipmentwithRelatedServices" DoverFuelingSolutions,Inc. 092920ͲDVR "AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices" E.J.Ward,Inc. 092920ͲEJW "AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices" Gilbarco,Inc. 092920ͲGVR "AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices" Graco,Inc. 092920ͲGRC "AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices" JFPetroleumGroup 092920ͲJFA "AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices" MultiforceSystemsCorp. 092920ͲMTF "AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices" SynͲTechSystems,Inc. 092920ͲSYS "AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices" TitanChemicalTransferSolutions,LLC 092920ͲTAN "AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices" WesternGlobal 092920ͲWST "AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices" CONTRACTEXTENSIONS SupplierName ContractNumber SolicitationTitle GilbarcoVeederͲRoot 022217ͲGVR "FleetManagementandRelatedTechnologySolutions" SynoviaSolutions 022217ͲSSL "FleetManagementandRelatedTechnologySolutions" PitneyBowes 041917ͲPIT "MailingandPostageEquipmentwithRelatedSoftware,Accessories, ServicesandSupplies" NationalAutoFleetGroup 081716ͲNAF "Class6,7,and8ChassiswithRelatedEquipment" FalconRoadMaintenance 052417ͲFRM "RoadwayMaintenanceEquipment" AudioEnhancement,Inc. 111616ͲAEI "ClassroomAudioTechnologyEquipmentwithRelatedAccessories, ServicesandSupplies" NEWezIQCCONTRACTS CompanyName ContractNumber StateͲRegionͲTypeofWork ezIQCRENEWALS CompanyName ContractNumber MinnesotaExteriors,Inc. MNͲTMAͲR01Ͳ120518ͲMEI KrausͲAndersonConstructionCompany MNͲSEAͲGC03Ͳ120518ͲKRU KrausͲAndersonConstructionCompany MNͲSWAͲGC02Ͳ120518ͲKRU KrausͲAndersonConstructionCompany MNͲNCMͲGC04Ͳ120518ͲKRU InnovativeBuildersofAlexandria,Inc. MNͲRRVͲGC01Ͳ120518ͲIBA McDowallCompany MNͲRRVͲR02Ͳ120518ͲMDC KrausͲAndersonConstructionCompany MNͲIRAͲGC02Ͳ120518ͲKRU SolidRockConstruction MNͲCMAͲGC03Ͳ120518ͲSRC KrausͲAndersonConstructionCompany MNͲTMAͲGC05Ͳ120518ͲKRU NorͲSon,Inc. MNͲIRAͲGC01Ͳ120518ͲNSI NorͲSon,Inc. MNͲSEAͲGC01Ͳ120518ͲNSICONSENTAGENDAITEMSTreeandVegetationManagementEquipment,Attachments,andAccessories AuctionServiceswithRelatedSolutions(published12/08/20) FacilitiesMaintenanceServices BulkSolidWasteandRecyclingEquipmentwithRelatedServices,AccessoriesandSupplies SpecialEducationTeletherapyServices RequestingBoardpermissiontoReͲSolicitthefollowingcategories: RequestingBoardpermissiontoSolicitthefollowingcategories: PlasticRefuseandRecyclingContainerSolutionsandRelatedEquipment,SuppliesandAccessories APPENDIXAContinued NorͲSon,Inc. MNͲTMAͲGC02Ͳ120518ͲNSI RAKConstruction,Inc. MNͲTMAͲGC01Ͳ120518ͲRAK SolidRockConstruction MNͲTMAͲGC03Ͳ120518ͲSRC RAKConstruction,Inc. MNͲCMAͲGC01Ͳ120518ͲRAK NorͲSon,Inc. MNͲNCMͲGC02Ͳ120518ͲNSI NorͲSon,Inc. MNͲCMAͲGC02Ͳ120518ͲNSI NorͲSon,Inc. MNͲRRVͲGC02Ͳ120518ͲNSI NorͲSon,Inc. MNͲSWAͲGC01Ͳ120518ͲNSI BituminousRoadways,Inc. MNͲTMAͲP01Ͳ120518ͲBRI McDowallCompany MNͲTMAͲR02Ͳ120518ͲMDC MinnesotaExteriors,Inc. MNͲSEAͲR01Ͳ120518ͲMEI McDowallCompany MNͲIRAͲR02Ͳ120518ͲMDC SolidRockConstruction MNͲNCMͲGC03Ͳ120518ͲSRC MinnesotaExteriors,Inc. MNͲCMAͲRO1Ͳ120518ͲMEI McDowallCompany MNͲNCMͲR02Ͳ120518ͲMDC KrausͲAndersonConstructionCompany MNͲRRVͲGC03Ͳ120518ͲKRU L.S.BlackConstructors,Inc. MNͲTMAͲGC04Ͳ120518ͲLSB McDowallCompany MNͲCMAͲR02Ͳ120518ͲMDC McDowallCompany MNͲSWAͲR02Ͳ120518ͲMDC MidͲMinnesotaHotMix MNͲCMAͲP01Ͳ120518ͲMHM MinnesotaExteriors,Inc. MNͲNCMͲR01Ͳ120518ͲMEI MinnesotaExteriors,Inc. MNͲRRVͲR01Ͳ120518ͲMEI SolidRockConstruction MNͲSEAͲGC02Ͳ120518ͲSRC AndersonBrothers MNͲNCMͲP01Ͳ120518ͲABC HyͲTecConstruction MNͲNCMͲGC05Ͳ120518ͲHTC MinnesotaExteriors,Inc. MNͲSWAͲR01Ͳ120518ͲMEI KrausͲAndersonConstructionCompany MNͲCMAͲGC04Ͳ120518ͲKRU MinnesotaExteriors,Inc. MNͲIRAͲR01Ͳ120518ͲMEI City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1313 Agenda Date:9/14/2023 Agenda #:1.-F. REPORT TO THE CITY COUNCIL FROM:BRIAN BARR, Director General Services Department BY:CLIFF TRAUGH, Administrative Manager General Services Department SZARINA LOZANO, Management Analyst II General Services Department SUBJECT Award a requirements contract for street sweeper brooms and brushes to United Rotary Brush Corporation of Lenexa, Kansas, for four years, with three one-year optional extensions, for a total seven-year contract amount of $2,262,817 plus annual CPI adjustments (Bid File 12302516) RECOMMENDATION Staff recommends Council approve the award of a requirements contract for street sweeper brooms and brushes to United Rotary Brush Corporation of Lenexa, Kansas, for four years, with three one- year optional extensions, for a total seven-year contract amount of $2,262,817 plus annual CPI adjustments. EXECUTIVE SUMMARY The General Services Department, Fleet Management Division, requests approval to establish a requirements contract for the purchase of disposable street sweeper brooms. This contract will stabilize supply and pricing for the complete range of brooms used by the City’s street sweepers. The Public Works Department, Airports Department, and Public Utilities Department utilize a combination of 25 vehicles to sweep city streets, airport runways, and assist the Operation Clean Up team, consuming on average 3,900 disposable brooms and broom segments in the process. Due to historical and anticipated costs for these brooms, the Purchasing Division has recommended a multi- year requirements contract be established to conform to purchasing best practices. BACKGROUND The General Services Department, Fleet Management Division is responsible for maintaining approximately 2,600 active vehicles and equipment for the City of Fresno. This includes vehicle acquisitions, whole-life maintenance, fueling, and end-of-life disposal. Fleet Management serves City departments by providing reliable like-new transportation to support their needs and service City of Fresno Printed on 9/18/2023Page 1 of 3 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT APPROVED ON CONSENT File #:ID 23-1313 Agenda Date:9/14/2023 Agenda #:1.-F. departments by providing reliable like-new transportation to support their needs and service responsibilities.This is done by scheduling and performing preventative maintenance,identifying repairs, and replacing equipment in a timely manner. The Public Works Department,Street Maintenance Division is responsible for maintaining the cleanliness of over 1,750 miles of city streets,alleys,and boulevards.This task is accomplished with 20 street sweeping units running day and night shifts.By regularly removing debris,street sweepers prevent the buildup of materials that can clog drainage systems and cause road deterioration.This maintenance also ensures that streets remain safe and free of hazards. The Airports Department manages two street sweeping units that maintain cleanliness and safety on the runways and taxiways.These large areas can accumulate debris,dirt,and foreign objects that might cause a hazard to aircraft during takeoff,landing,or taxiing.Street sweepers help prevent damage to aircraft engines and tires and improve overall operational efficiency by keeping the airfield surfaces clear and free from debris. The Public Utilities Department,Solid Waste Division utilizes three street sweeping units to maintain the cleanliness of streets behind the Operation Clean Up team. With a total of 25 street sweepers in the City,each month on average,18 main brushes and 300 gutter broom segments are replaced,creating a consistent need for disposable sweeper brushes to be supplied. The Fleet Management Division needs a contract to purchase disposable sweeper brooms and a requirements contract is recommended due to the total dollar amount of the products purchased during each fiscal year.Last fiscal year the Fleet Management Division purchased over 3,900 disposable brooms.This includes 58”main brooms,60”main brooms,and broom segments needed for gutter sweeping. Solicitations for sweeper broom competitive bids were advertised on June 16,2023.On July 18, 2023,one bid was received at the public bid opening.United Rotary Brush Corporation of Lenexa, Kansas was determined to be the sole and lowest responsive bidder with a bid price of $1,293,039. Factoring in the potential three one-year extensions,this increases to a total of $2,262,817 over the life of the contract,plus annual CPI adjustments.The Purchasing Division has approved this contract and recommends Council approval. City Attorney has approved the contract 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 Local preference is not applicable to this award,no local business submitted a bid because United Rotary Brush Corporation of Lenexa,Kansas is out of state and therefore does not qualify for local preference. City of Fresno Printed on 9/18/2023Page 2 of 3 powered by Legistar™ File #:ID 23-1313 Agenda Date:9/14/2023 Agenda #:1.-F. FISCAL IMPACT No general funds will be used to purchase these items. The funding to cover the annual purchase cost of the sweeper brooms has been included in the FY2024 adopted budget under the operations of the General Services Department,Fleet Management Division. Attachments: Bid Evaluation City of Fresno Printed on 9/18/2023Page 3 of 3 powered by Legistar™ City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1314 Agenda Date:9/14/2023 Agenda #: 1.-G. REPORT TO THE CITY COUNCIL FROM:BRIAN BARR, Director General Services Department BY:CLIFF TRAUGH, Administrative Manager General Services Department SUBJECT Approve the award of a purchase contract to Elk Grove Dodge of Elk Grove, California, for the purchase of 78 Dodge Durango marked patrol vehicles in the amount of $3,676,998 for the Police Department and Airports Department (Bid File 12400501) RECOMMENDATION Staff recommends Council approve the award of a purchase contract to Elk Grove Dodge of Elk Grove, California, for the purchase of 78 Dodge Durango marked patrol vehicles in the amount of $3,676,998. EXECUTIVE SUMMARY The City of Fresno Police Department and Airport Department (FYI) are requesting approval to purchase 78 Dodge Durango marked patrol vehicles as replacements and additions. The new units will mobilize law enforcement officers and transport all needed equipment safely and securely. The vehicles will be purchased through a competitive bidding procurement process and will be funded by the adopted FY2024 budget. The Purchasing Division notified multiple local vendors to gain interest, however no City of Fresno located dealership submitted a bid. Bids were received and reviewed on August 22, 2023. The manufacturer began to accept factory orders on model year 2024 pursuit vehicles in early August. Due to post pandemic supply constraints the factory order window will close quickly. Should Council delay approval or reject all bids, the General Services Department could lose the opportunity to purchase model year 2024 vehicles adding a delay of an additional 12 months or more above normal lead times. BACKGROUND With an emphasis on community partnerships, the Police Department is responsible for daily policing operations within the city of Fresno. The overall goal of the Police Department is to maintain the highest level of service while keeping our community safe. To accomplish this goal, officers utilize 424 active marked units to conduct daily patrols, respond to emergency calls, and proactively engage in community outreach. Of the 75 units requested for the Police Department, 68 units will serve as replacements for older units, and seven will be new additions to grow the Fleet. FYI provides service to the residents of Fresno through the continuous operation and maintenance of airport properties. FYI is requesting three Durango’s as replacements for the Airport Police to be utilized in daily patrols and emergency response. City of Fresno Printed on 9/18/2023Page 1 of 3 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT APPROVED ON CONSENT File #:ID 23-1314 Agenda Date:9/14/2023 Agenda #: 1.-G. In FY2022,Fleet Management Division in collaboration with the Police Department selected the Dodge Durango Pursuit to replace aging Dodge Chargers and Ford Explorers.On December 2,2021,Council approved the purchase of 91 units and the first batch of Durango’s began to enter service in October of 2022.Since the adoption of the Durango,the Fresno Police Department has been pleased with the product and would like to continue to purchase for Marked Patrol moving forward. Prior to the selection,both departments considered the three major American manufacturers.After reviewing basic specifications,the Chevrolet Tahoe was removed from consideration based on overall size and base price.On September 21,2021,a comparison between the Ford Explorer and the Dodge Durango was conducted at the Police Regional Training Center.Both units were driven by Police Department staff and feedback was given that the Dodge Durango was more comfortable,provided better handling,and included more standard features.Once delivered,the new SUV’s will be equipped with emergency lighting, prisoner restraint systems, and safety equipment to complete the vehicle. The Dodge Durango is powered by a conventional gasoline combustion engine which has an estimated combined fuel economy rating of 21 miles per gallon,versus 19 for the outgoing Ford Explorer.The Durango meets the latest vehicle emissions standard set by the California Air Resource Board and complies with all safety standards required for a vehicle of this class.Hybrid or electrical powertrains are not offered by Dodge for marked patrol pursuit rated vehicles.Although, hybrid or electric powertrains are not included in this purchase,the Police Department plans to purchase hybrid vehicles for non-marked patrol purposes as required by the Administration in FY2024. The Patrol units are on a ten year or 100,000-mile replacement schedule which has been established by the Fleet Management Division as the optimum replacement time.Of the 78 units,71 units have been identified for replacement as they are over this limit by age or mileage.The remaining seven vehicles will be additions to the fleet.The General Services Department recommends this purchase based on the replacement schedule and the needs of the Police and Airports Department. Competitive bids were solicited for the Dodge Durango marked patrol vehicles on August 4,2023,and advertised in the Fresno Business Journal.The Notice Inviting Bids was sent to two exchanges and specifications were distributed to four potential bidders.The Purchasing Division notified multiple vendors to gain interest,however no City of Fresno located dealership submitted a bid.One bid was received and reviewed on August 22,2023.Elk Grove Dodge was determined to be the lowest responsive and responsible bidder with a total bid price of $3,676,998.This price includes delivery and local sales tax at 8.35 percent.After the close of the bids Fleet Management identified a need to increase the award an additional three units (78 total),to meet the needs of the Airports Department.The Purchasing Division has approved this contract and recommends Council to approve. The City Attorney’s Office 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 contract does not qualify as a project. LOCAL PREFERENCE Local preference is applicable to this award, however no local businesses pursuant to FMC 4-108 submitted a bid. FISCAL IMPACT General Funds will be used to lease purchase 75 marked patrol vehicles for the Police Department.The vehicles will be financed through the Master Equipment Lease Purchase Agreement (MELPA)with the first payment estimated to be $851,600 in FY2024.The estimated lease payment is inclusive of the cost of the patrol vehicles and police vehicle hardware purchased separately through a Requirements Contract previously approved by Council.The funding to cover the biannual lease payments has been included in the FY2024 adopted budget under the operations of the Police Department. Three units will be purchased utilizing the Fresno Yosemite International airport Operating fund. Attachments: Bid Evaluation 12400501 City of Fresno Printed on 9/18/2023Page 2 of 3 powered by Legistar™ File #:ID 23-1314 Agenda Date:9/14/2023 Agenda #: 1.-G. City of Fresno Printed on 9/18/2023Page 3 of 3 powered by Legistar™ City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1322 Agenda Date:9/14/2023 Agenda #: 1.-H. REPORT TO THE CITY COUNCIL FROM:BRIAN BARR, Director General Services Department BY:CLIFF TRAUGH, Administrative Manager General Services Department SUBJECT Approve the award of a purchase contract to Swanson Fahrney Ford, of Selma, California, for the purchase of 56 Ford F-150 trucks for Department of Public Utilities, Department of Public Works, Airports Department, Fire Department, Police Department, PARCS Department, General Services Department, and Animal Center in the amount of $2,388,274 (Bid File 12400368) RECOMMENDATION Staff recommends Council approve the award of a purchase contract to Swanson Fahrney Ford, of Selma, California, for the purchase of 56 Ford F-150 trucks for Department of Public Utilities, Department of Public Works, Airports Department, Fire Department, Police Department, PARCS Department, General Services Department, and Animal Center in the amount of $2,388,274. EXECUTIVE SUMMARY The Department of Public Utilities (DPU), Department of Public Works (DPW), Airports Department (FYI), Fire Department (FFD), Police Department (FPD), PARCS Department (PARCS), General Services Department (GSD), and Animal Center are requesting approval to purchase 56 Ford F-150 trucks to replace and grow their respective fleets. These units will be utilized as pickups for transport of staff and equipment to jobsites. Of the 56 total vehicles, DPU is requesting 17 vehicles, DPW is requesting 15 vehicles, FYI is requesting one vehicle, FFD is requesting three vehicles, FPD is requesting one vehicle, PARCS is requesting 16 vehicles, GSD is requesting two vehicles, and Animal Center is requesting one vehicle. Of the requested units, 40 will serve as replacements and 16 will be additions used to meet the needs of growing staff and projects. The 56 Ford F-150 trucks will be purchased through a competitive bidding procurement process. Due to post-pandemic supply chain constraints from the manufacturer in FY23, the Fleet Management Division could not complete FY2023 light equipment pickup trucks acquisitions within the typical 12-month period. As a result, the contract includes 38 vehicles approved in the FY2023 budget and 18 vehicles approved in the FY2024 budget. The Fleet Management Division and Purchasing Division contacted the Central California New Car City of Fresno Printed on 9/18/2023Page 1 of 4 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT APPROVED ON CONSENT File #:ID 23-1322 Agenda Date:9/14/2023 Agenda #: 1.-H. The Fleet Management Division and Purchasing Division contacted the Central California New Car Dealer Association (CCNCDA)and dealerships located within the City of Fresno limits to gain interest, however no City of Fresno located or CCNCDA dealerships submitted a bid. BACKGROUND In an effort to save both time and resources,the General Services Department,Fleet Management Division has combined its’light equipment pickup truck needs into one procurement project.This strategy has yielded an agreement that is within budget and has saved administrative resources through multiple departments.DPU,DPW,FYI,FFD,FPD,PARCS,GSD,and Animal Center will utilize this contract to purchase both replacement and additional vehicles to meet the needs of their operations.Due to post-pandemic supply chain constraints from the manufacturer in FY23,the Fleet Management Division could not complete FY2023 light equipment pickup trucks acquisitions within the typical 12-month period.As a result,the contract includes 38 vehicles approved in the FY2023 budget and 18 vehicles approved in the FY2024 budget. DPU provides service to the residents of Fresno through water delivery,collection of solid waste,and the treatment of wastewater.Each division utilizes vehicles to perform inspections,repair and maintain service systems,and travel to jobsites.DPU is requesting 17 F-150’s to haul small tools, transport personnel,and move equipment for their expanding teams.Of the requested units,13 will serve as replacements and four will be used to meet the needs of growing staff and projects. DPW provides service to the residents of Fresno through the construction and maintenance of roads, streetlights,city owned buildings,and adjacent landscaping throughout the city.To accomplish this, each division utilizes service trucks,vans,and half-ton pickup trucks to meet their daily needs.DPW is requesting 15 F-150’s to haul small tools,transport personnel to jobsites,and move equipment as needed.Of the requested units,nine will serve as replacements and six will be used to meet the needs of growing staff and projects. FYI provides service to the residents of Fresno through the continuous operation and maintenance of airport properties.FYI is requesting one F-150 crew cab hybrid to haul small tools,transport personnel,and move equipment during their daily operations.The requested unit will serve as a replacement. FFD,established in 1877,is one of the oldest fire departments in the United States,and the largest department in the Central Valley.The department operates 21 fire stations and responds to emergency calls with fully staffed fire engines and support vehicles.FFD is requesting three F-150 crew cab hybrids as replacements.These units will be utilized as emergency response and for operations staff. FPD is responsible for daily policing operations within the city of Fresno.The overall goal of the Police Department is to maintain the highest level of service while keeping our community safe.To accomplish this goal FPD is requesting one F-150 crew cab hybrid to be utilized by the body camera unit.This vehicle will be used to meet the needs of growing staff and provide reliable transportation for FPD officers. PARCS provides services to the residents of Fresno through the operation and maintenance of city parks,recreational programs,and community outreach.PARCS is requesting 16 F-150’s to haul City of Fresno Printed on 9/18/2023Page 2 of 4 powered by Legistar™ File #:ID 23-1322 Agenda Date:9/14/2023 Agenda #: 1.-H. parks,recreational programs,and community outreach.PARCS is requesting 16 F-150’s to haul small tools,transport personnel to jobsites,and move equipment as needed.The 16 vehicles requested will serve as replacements. GSD provides service to City of Fresno Departments through support services such as Fleet Management,Facilities Management,and Purchasing.To accomplish this,the divisions utilize vans and service trucks to repair and maintain City owned assets.GSD is requesting two F-150’s to haul small tools,transport personnel to jobsites,and move equipment as needed.The two requested units will be used to grow the Facilities Maintenance team. The City’s Animal Center is requesting one new F-150 crew cab hybrid to serve as a support vehicle, transport animals and move staff and equipment. The Fleet Management Division has specified the maximum number of hybrid vehicles based upon the vehicle needs of the various departments,this totals six F-150 crew cab hybrid trucks.No additional hybrids or zero emission vehicles could be specified as the configurations were not available from the manufacturer on the remaining vehicle types. The light equipment class of vehicles is on a ten year or 100,000-mile replacement schedule which has been established by the Fleet Management Division as the optimum replacement time.The units identified for replacement have exceeded their useful life in both time and mileage,therefore the Fleet Management Division recommends replacement. Competitive bids were solicited for 58 Ford F-150 trucks on July 28,2023,and advertised in the Fresno Business Journal.After bids were received,the bid quantities were adjusted resulting in a net decrease in two vehicles.The adjusted vehicle total recommended for purchase is 56.The Notice Inviting Bids was sent to two exchanges and specifications were distributed to five potential bidders. The Fleet Management Division and Purchasing Division contacted the Central California New Car Dealer Association (CCNCDA)and dealerships located within the City of Fresno limits to gain interest,however no City of Fresno located or CCNCDA dealerships submitted a bid.One bid was received and reviewed on August 8,2023.Swanson Fahrney Ford was determined to be the lowest responsive and responsible bidder with a total bid price of $2,509,587.55.The contract amount of $2,388,274 includes quantity adjustments from 58 to 56 vehicles,delivery,and local sales tax at 8.35 percent. The Purchasing Division has approved this contract and recommends Council to approve. The City Attorney’s Office has reviewed and approved 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 Local preference is applicable to this award, and Swanson Fahrney Ford, of Selma, CA is a local business pursuant to FMC 4-108 City of Fresno Printed on 9/18/2023Page 3 of 4 powered by Legistar™ File #:ID 23-1322 Agenda Date:9/14/2023 Agenda #: 1.-H. FISCAL IMPACT The funding to cover the purchase cost of the 18 Ford vehicles has been included in the FY2024 Adopted Budget under the operations of DPU,DPW,FYI,FFD,FPD,PARCS,and GSD. Appropriations for the Animal Center are also included in the FY2024 Adopted Budget in the General Fund under the General City Purpose Department.Of the 56 units,four vehicles will be lease financed and paid for over a five-year term this includes three for FFD and one for FPD.The lease payment schedule is included in the annual budget request for appropriations.The balance of vehicles will be an outright purchase. Due to global supply chain constraints the automotive industry has faced shortages of raw materials which has created massive under production in many vehicle types.This resulted in a lack of availability,causing projects to not get completed within the typical 12-month period.Therefore,the funding for 38 of these trucks was not spent in FY2023 and if approved,the FY2023 funds will be re- appropriated to FY2024 to complete these acquisitions. A list of funding sources with unit quantities is provided in Exhibit A. Attachments: Bid Evaluation 12400368 Exhibit A Funding Sources City of Fresno Printed on 9/18/2023Page 4 of 4 powered by Legistar™ Department Fund Description Rep or Add Sum of Qty.FYIFYI Operations Replace 1DPWMeas C‐PW Alloc Flexible Fund Replace 3DPWABX8 6 Gas Tax (formerly TCRP) Replace 3DPWGeneral Fund Add 2DPWCommunity Facilities Dist No 2 Add 3DPWCommunity Facilities Dist No 2 Replace 2DPWMeas P Existing Park Cap‐O&M Replace 1DPWLandscape Maintenance Dist #1 Add 1DPUSolid Waste Operating Add 2DPUWater Enterprise Add 1DPUWater Enterprise Replace 10DPUWastewater Operating Add 1DPUWastewater Vehicle Replacement Replace 1DPUUtility Billing & Collection Replace 2GCPDGeneral Fund Add 1FPDGeneral Fund Add 1GSDFacilities Management Operations Add 2PARCSGeneral Fund Replace 16FFDGeneral Fund Add 2FFDGeneral Fund Replace 1Grand Total56Exhibit A Funding Sources City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1315 Agenda Date:9/14/2023 Agenda #:1.-I. REPORT TO THE CITY COUNCIL FROM:AARON A. AGUIRRE, Director Parks, After School, Recreation and Community Services Department ALDI RAMIREZ, Assistant Director Parks, After School, Recreation and Community Services Department BY:ELIZABETH CASTILLO, Program Manager Parks, After School, Recreation and Community Services Department SUBJECT Actions pertaining to acceptance of grant funding from the Fresno-Madera Area Agency on Aging (FMAAA) (Districts 1, 2, 3, 5, and 7): 1. ***RESOLUTION - Approving a one-year agreement between the City of Fresno (City) and FMAAA in the amount of $124,000 for the Senior Hot Meals Program at six community centers and authorizing the City Manager or designee to execute the agreement and all related documents with FMAAA (Subject to Mayor’s Veto) 2. *** RESOLUTION - Adopting the 12 th Amendment to the Annual Appropriation Resolution No. 2023-185 to allocate $124,000 for the Fresno-Madera Area Agency On Aging Agreement in the PARCS Department for Senior Hot Meals Programming. (Requires 5 Affirmative Votes) (Subject to Mayor’s Veto) RECOMMENDATION Staff recommends that the City Council adopt the resolution approving a one-year agreement between the City and FMAAA for $124,000 to support nutrition site management for the Senior Hot Meals Program at six community centers and authorize the City Manager or designee to execute all related documents on behalf of the City. Staff also recommends that the City Council adopt the 12 th Amendment to the Annual Appropriation Resolution (AAR) No. 2023-185 to appropriate $124,000 for the Senior Hot Meals Program at six community centers. EXECUTIVE SUMMARY On an annual basis, the City partners with FMAAA to provide hot meals to seniors at six community centers. FMAAA provides reimbursement of up to $124,000 to the City to manage the distribution of hot meals and compliance with other program requirements. The hot meals are funded by FMAAA and are provided in-kind to the City. The term of the agreement is from the date of execution to June 30, 2024. City of Fresno Printed on 9/18/2023Page 1 of 3 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT R. 2023-242, R. 2023-243 APPROVED ON CONSENT File #:ID 23-1315 Agenda Date:9/14/2023 Agenda #:1.-I. BACKGROUND Since 1994,the PARCS Department has partnered with FMAAA to be a nutrition site management operator under the Title III C1 Congregate Nutrition Site Management Program,commonly referred to as the Senior Hot Meals program.The goal of the program is to address dietary inadequacies and social isolation among individuals aged 60 and older by providing a nutritious meal.The PARCS Department’s Senior Program provides hot meals Monday through Friday at six community centers, including Inspiration Park (D1);Lafayette Neighborhood Park (D7);Mary Ella Brown Community Center (D3);Mosqueda Community Center (D5);Pinedale Community Center (D2);and Ted C.Wills Community Center (D3).Meals are served by City staff and volunteers who are trained in CPR/First Aid and food safety.During the COVID-19 pandemic hot meals were suspended.In December 2022, PARCS resumed the Senior Hot Meals Program.Between December 2022 and June 2023,a total of 8,571 meals were served at six community centers. Funding for the program comes from the American Rescue Plan through the U.S.Department of Health and Human Services and is passed through to FMAAA for sub-granting.Funding covers a portion of the costs associated with meal service and administration. FMAAA funding is divided among community centers as follows: Community Center 12-Month Funding Cycle Contract Period Grant Amount Inspiration Park $15,500 $15,500 Lafayette Neighborhood Center $15,500 $15,500 Mary Ella Brown Community Center $15,500 $15,500 Mosqueda Community Center $23,250 $23,250 Pinedale Community Center $23,250 $23,250 Ted C. Wills Community Center $31,000 $31,000 Totals $124,000 $124,000 Meals are served for free,though optional contributions from participants are suggested per FMAAA’s requirements.Approval of the agreement will allow the PARCS Department to accept partial reimbursement from FMAAA for administering the Senior Hot Meals Program.There is a 100%match requirement which will be met through volunteer hours,participant contributions,the in-kind value of space utilized for programming and Measure P funding allocated to support senior programming. ENVIRONMENTAL FINDINGS The PARCS Department’s Senior Hot Meals Program does not constitute a “project”pursuant to California Environmental Quality Act (CEQA) Guidelines Section 15378. LOCAL PREFERENCE Local preference is not applicable since this item will not include a bid or award of a construction or City of Fresno Printed on 9/18/2023Page 2 of 3 powered by Legistar™ File #:ID 23-1315 Agenda Date:9/14/2023 Agenda #:1.-I. services contract. FISCAL IMPACT Funding for this item has been appropriated into the PARCS fiscal year 2024 budget under Annual Appropriation Resolution No. 2023-185. Attachments: Agreement Resolution Resolution - Annual Appropriation Resolution 2023-185 City of Fresno Printed on 9/18/2023Page 3 of 3 powered by Legistar™ American Rescue Plan Grant Award Contract Page 1 Rev. JUNE 2023 CONTRACT BETWEEN CITY OF FRESNO AS SERVICE PROVIDER AND FRESNO-MADERA AREA AGENCY ON AGING (HEREINAFTER REFERRED TO AS AGENCY ON AGING) 2520 WEST SHAW LANE, SUITE 101A, FRESNO, CA 97311 MAILING ADDRESS: 2037 WEST BULLARD AVENUE, #512, FRESNO, CA 93711 A.Name and principal address of service contractor (hereinafter referred to as service provider): City of Fresno 1515 E Divisadero Street Fresno, CA 93721 B.The starting date of this Agreement shall not precede the date the Agreement is signed by both parties hereto. The term of this Agreement is from July 1, 2023 to June 30, 2024, subject, however, to earlier termination as provided herein. C. No expenditure or obligation for the funding allocation in this contract period, as noted in paragraph B, may be incurred after June 30, 2024. D.Maximum funds available for the following program, contingent upon sufficient funds made available from the State of California to the Agency on Aging and/or by the U.S. Government or the Budget Acts of the appropriate fiscal years for the purposes of this program: Approved by Fresno-Madera Area Agency on Aging Governing Board on JUNE 21, 2023 Federal Grantor: U.S. Department of Health and Human Services Pass Through Grantor: Fresno-Madera Area Agency on Aging Older Americans Act Title: Title III C1 Congregate Nutrition, Federal CFDA No. 93.045 Contract No.: 24-0310ARP Service: Site Management Site 12-Month Funding Cycle One-Time Start-Up Costs Contract Period Grant Amount 1. Inspiration Park $15,500 Used FY 22-23 $15,500 2. Lafayette Neighborhood Center $15,500 Used FY 22-23 $15,500 3.Mary Ella Brown Community Center $15,500 Used FY 22-23 $15,500 4. Mosqueda Community Center $23,250 Used FY 22-23 $23,250 5.Pinedale Community Center $23,250 Used FY 22-23 $23,250 7.Ted C. Wills Community Center $31,000 Used FY 22-23 $31,000 Total Term of Contract Grant Award: $124,000 American Rescue Plan Grant Award Contract Page 2 Rev. JUNE 2023 E.This document together with any attached program exhibits, assurances, budgets, and narratives is a firm agreement to provide services for older Americans in Fresno and/or Madera counties (including cities contained therein) as specified in a manner consistent with the intent of, and regulations applicable to, service programs under Title III/VII of the Older Americans Act as amended. F.The provisions of the Area Plan Grant Award Terms and Conditions Declaration (Articles I through XX) attached thereto, plus all enclosures listed, herein, constitute a part of this contract. American Rescue Plan Grant Award Page 2a Rev. June 2023 Contract FOR SERVICE PROVIDER: Signature of individual named on Exhibit E, page 5, as having primary, hands-on involvement and oversight of the day-to-day operations of the contracted program. Date Type Name Title Signature of Authorized Contracting Official (Refer to Appendix A) Date Type Name of Authorized Contracting Official Title Signature Date Type Name Title Signature Date Type Name Title Contractor Federal Employer I.D. Number: 94-600338 FOR FRESNO-MADERA AREA AGENCY ON AGING: Signature Date Executive Director 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, APPROVING A ONE-YEAR AGREEMENT BETWEEN THE CITY OF FRESNO (CITY) AND FMAAA IN THE AMOUNT OF $124,000 FOR THE SENIOR HOT MEALS PROGRAM AT SIX COMMUNITY CENTERS AND AUTHORIZING THE CITY MANAGER OR DESIGNEE TO EXECUTE THE AGREEMENT AND ALL RELATED DOCUMENTS WITH FMAAA WHEREAS, the Fresno-Madera Area Agency on Aging provides funding to provide congregate meals and social/health engagement activities; and WHEREAS, the PARCS Department has partnered with FMAAA since 1994 as a nutrition site management operator; and WHEREAS, the PARCS Department would like to continue to provide meals for seniors at six community centers throughout Fresno; and WHEREAS, the City of Fresno desires to enter into an agreement with the Fresno- Madera Area Agency on Aging to receive funding to partially offset the cost of senior hot meals program implementation. NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Fresno as follows: 1. Approve a one-year agreement commencing on July 1, 2023 and ending June 30, 20024 between the City of Fresno (City) and FMAAA in the amount of $124,000 for the Senior Hot Meals Program at six community centers. 2. Authorize the City Manager or designee to execute the agreement, including any subsequent amendments and all necessary supporting documents with FMAAA. 2 of 2 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: Angela M. Karst Date Senior Deputy City Attorney Attachment: Agreement Date Adopted: 1 of 2 Date Approved: Effective Date: Resolution No. RESOLUTION NO. ___________ A RESOLUTION OF THE COUNCIL OF THE CITY OF FRESNO ADOPTING THE 12th AMENDMENT TO THE ANNUAL APPROPRIATION RESOLUTION NO. 2023-185 TO ALLOCATE $124,000 FOR THE FRESNO-MADERA AREA AGENCY ON AGING AGREEMENT IN THE PARCS DEPARTMENT FOR SENIOR HOT MEALS PROGRAMMING BE IT RESOLVED BY THE COUNCIL OF THE CITY OF FRESNO: THAT PART III of the Annual Appropriation Resolution No. 2023-185 be and is hereby amended as follows: Increase/(Decrease) TO: PARKS, AFTER SCHOOL, RECREATION & COMMUNITY SERVICES DEPARTMENT Misc Local Grants - Parks $ 124,000 THAT account titles and numbers requiring adjustment by this Resolution are as follows: Misc Local Grants - Parks Revenues: Account String: 2095-2095-1710-375-433571-17-4-0000-0000- $ 124,000 Total Revenues $ 124,000 Appropriations: Account String: 2095-2095-1710-375-656120-17-4-0000-0000- $ 124,000 Project String: 178800228 Total Appropriations $ 124,000 THAT the purpose is to allocate $124,000 for the Fresno-Madera Area Agency on Aging agreement in the PARCS Department for Senior Hot Meals Programming. 2 of 2 CLERK’S CERTIFICATION 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, California, at a regular meeting thereof, held on the Day of , 2023 AYES: NOES: ABSENT: ABSTAIN: Mayor Approval: , 2023 Mayor Approval/No Return: , 2023 Mayor Veto: , 2023 Council Override Veto: , 2023 TODD STERMER, CMC City Clerk BY: ____________________________ Deputy City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1326 Agenda Date:9/14/2023 Agenda #:1.-J. REPORT TO THE CITY COUNCIL FROM:TJ MILLER, Interim Director Personnel Services Department BY:STEPHANIE HERNANDEZ, Principal Labor Relations Analyst Personnel Services Department VANESSA PERALES, Human Resources Manager Personnel Services Department SUBJECT ***RESOLUTION - Adopt the Second Amendment to Fiscal Year 2024 Salary Resolution No. 2023- 183, amending Exhibit 3, Unit 3, Non-Supervisory White Collar (FCEA), to adjust the A Step of the Emergency Services Dispatcher II classification from $5,405 to $5,410 monthly and amending Exhibit 13-1, Unit 13, Exempt Supervisory and Professional (CFPEA) by increasing the Chief Surveyor monthly salary step plan range from $9,861 - $11,966 to $11,353 - $13,800 (Subject to Mayor’s Veto) RECOMMENDATION It is recommended that Council adopt the Second Amendment to the Fiscal Year 2024 Salary Resolution No. 2023-183, to adjust the A Step of the Emergency Services Dispatcher (ESD) I classification by $5 monthly, effective September 25, 2023 and to increase the Chief Surveyor monthly salary step plan range from $9,861 - $11,966 to $11,353 - $13,800, effective September 11, 2023. EXECUTIVE SUMMARY These changes are minor “housekeeping” items to actions previously approved by the City Council. As contemplated in the Side Letter of Agreement between the City and FCEA effectuated in August 2023 regarding step placement upon flex promotion from ESD I to ESD II, Council is asked to approve an adjustment to the A Step of the salary range for the ESD II classification from $5,405 to $5,410 monthly, effective September 25, 2023. An adjustment to the ESD II A Step would address an inequity between ESD Is who flex promote to ESD II within 12 months and ESD Is who flex promote after 12 months, and ensure that all probationary ESD Is who are hired at A Step and flex promote to ESD II within the 18-month probationary period are placed at the ESD II A Step upon flex promotion. The Chief Surveyor classification requires a land surveyor license which can be challenging to recruit and retain qualified applicants. Increasing the monthly salary range by approximately 15.32% from City of Fresno Printed on 9/18/2023Page 1 of 3 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT R. 2023-244 APPROVED ON CONSENT File #:ID 23-1326 Agenda Date:9/14/2023 Agenda #:1.-J. $9,861- $11,966 to $11,353- $13,800 will offer an equitable wage consistent with the salary increase for the Licensed Professional Engineer classification and when competing with other agencies for licensed talent. In order to adjust the A Step of the ESD II salary range and increase the monthly salary range for Chief Surveyor,it is necessary for Council to approve the Second Amendment to Fiscal Year Salary Resolution No. 2023-183. BACKGROUND In accordance with the Memorandum of Understanding (MOU)between the City and Fresno City Employees Association (FCEA),upon meeting requisite criteria employees receive a step progression from A Step to B Step at 12 months in their respective job classification.Pursuant to Salary Resolution Section 2.H.,employees who promote “from one class to another having a higher salary range,shall be adjusted to the lowest step in the salary range of the new class,which is at least three and one-half percent (3.5%)higher than the rate received in the employee’s former class.” The ESD job specification provides up to 18 months for an ESD I to flex promote to ESD II.ESD Is who are not promoted within 12 months are progressed to the B Step for the classification in accordance with the MOU with FCEA.Consistent with the Salary Resolution to provide at least a 3.5%increase upon promotion,ESD Is at A Step who receive a flex promotion within 12 months are placed at ESD II A Step,while ESD Is at B Step who receive a flex promotion after 12 months are placed at ESD II B Step,ahead of ESD IIs who flex promoted within 12 months.The Salary Resolution requirement to provide a minimum increase upon promotion and the current salary range spread between the ESD I and ESD II classifications causes an inequity between ESD Is who are flex promoted within 12 months and ESD Is flex promoted after 12 months. Once the issue was identified,in order to expeditiously remedy the inequity the City and FCEA entered into a Side Letter of Agreement,effective August 31,2023,which allows for ESD Is at either A Step or B Step of the classification who flex promote to ESD II to be placed at the A Step of the higher classification.Additionally,the side letter requires the City to present to Council for consideration an adjustment of $5 to the ESD II A Step within 60 days,which would eliminate the inequity and need for the Side Letter provision.Contingent upon Council approval of the adjustment to ESD II A Step,the Side Letter section regarding step placement upon flex promotion would be void and thereafter incumbents in the ESD I classification receiving a flex promotion to the ESD II classification would receive a step placement pursuant to the Salary Resolution. Amending Exhibit 13-1, Unit 13, Exempt Supervisory and Professional (CFPEA) to increase the monthly salary step plan for Chief Surveyor is necessary to recruit and retain qualified licensed talent. The recommended monthly salary increase from $9,861- $11,966 to $11,353- $13,800 will offer an equitable and competitive wage with the Licensed Professional Engineer classification and with other local and state agencies in recruiting and retaining qualified licensed land surveyors. The City provided notice to the respective bargaining units and has concluded its meet and confer obligation. The City Attorney’s Office has approved the Second Amendment to Fiscal Year 2024 Salary Resolution No. 2023-183 as to form. ENVIRONMENTAL FINDINGS City of Fresno Printed on 9/18/2023Page 2 of 3 powered by Legistar™ File #:ID 23-1326 Agenda Date:9/14/2023 Agenda #:1.-J. By the definition provided in the California Environmental Quality Act Guidelines Section 15378 this item does not qualify as a “project”and is therefore exempt from the California Environmental Quality Act requirements. LOCAL PREFERENCE Local preference is not implicated because this item does not involve public contracting or bidding with the City of Fresno. FISCAL IMPACT Amending Exhibit 3 for the Emergency Services Dispatcher II will not require additional appropriations.Costs associated with amending Exhibit 13-1 will not result in additional appropriations for the remaining FY 2024. Attachments: Resolution: Second Amendment to FY24 Salary Resolution No. 2023-183 Salary Tables: Second Amendment to FY24 Salary Resolution No. 2023-183 - Redline Salary Tables: Second Amendment to FY24 Salary Resolution No. 2023-183 - Final City of Fresno Printed on 9/18/2023Page 3 of 3 powered by Legistar™ RESOLUTION NO. ----- A RESOLUTION OF THE COUNCIL OF THE CITY OF FRESNO MAKING THE SECOND AMENDMENT TO RESOLUTION NO. 2023-183 ENTITLED "A RESOLUTION OF THE COUNCIL OF THE CITY OF FRESNO ESTABLISHING RULES FOR THE APPLICATION OF CITY EMPLOYEE COMPENSATION RA TES AND SCHEDULES AND RELATED REQUIREMENTS, AND ESTABLISHING COMPENSATION RATES AND SCHEDULES FOR FISCAL YEAR 2024" NOW, THEREFORE, BE IT RESOLVED, by the Council of the City of Fresno, as follows: SECTION 1. Exhibit 3, Unit 3, Non-Supervisory White Collar (FCEA), is hereby amended to adjust the A Step of the Emergency Services Dispatcher 11 classification from $5,405 to $5,410 per month, effective September 25, 2023. SECTION 2. SECTION 3. Upon final legislative approval, this Resolution shall become effective September 11, 2023. Date Adopted: Date Approved: Effective Date: 9/11 /20�City Attorney Approval: r- 1 of 2 Second Amendment to Salary Resolution No. 2023-183 Resolution No. ---- Exhibit 13-1, Unit 13, Exempt Supervisory and Professional (CFPEA), is hereby amended to increase the monthly salary step plan range for Chief Surveyor from $9,861 - $11,966 to $11,353 - $13,800, effective September 11, 2023. SEE APPENDIX FOR FOOTNOTES Page 3.1 3 This class is in a flexibly-staffed series which allows an employee to “flex” to the journey level after six months of satisfactory service for a total probationary period of twelve months. In those cases, in which an employee is hired at the journey level, twelve months of satisfactory service is required. 4 This class is in a flexibly-staffed series, which requires one year of satisfactory service before an employee can “flex” to the journey level. Employees in classes that require one year of service for flexing will not serve an additional probationary period at the journey level. In those cases, in which an employee is hired at the journey level, twelve months of satisfactory service is required. **Effective 9/11/2023, by the Second Amendment to the Salary Resolution No. 2023-183. EXHIBIT 3 Unit 3 – Non-Supervisory White Collar (FCEA) CLASS TITLE JOB CODE PROB PER A B C D E Account Clerk I 1300013 63 3014 3151 3293 3446 3610 Account Clerk II 1300023 123 3332 3485 3651 3816 3992 Accountant-Auditor I 1300114 124 4875 5099 5335 5594 5856 Accountant-Auditor II 1300124 124 5343 5590 5861 6140 6431 Accounting Technician 130010 12 4022 4211 4409 4612 4831 Administrative Clerk I 1100013 63 2797 2927 3057 3198 3343 Administrative Clerk II 1100023 123 3198 3345 3497 3660 3828 Airports Credentialing Technician 115080 12 3894 4075 4264 4467 4677 Airports Operations Officer I 3100064 124 4879 5119 5365 5634 5915 Airports Operations Officer II 3100094 124 5365 5634 5915 6211 6522 Associate Electrical Safety Consultant I 230022 12 6092 6381 6688 7003 7341 Associate Electrical Safety Consultant II 230023 12 6420 6728 7047 7386 7744 Associate Environmental & Safety Consultant I 230003 12 6092 6381 6688 7003 7341 Associate Environmental & Safety Consultant II 230004 12 6420 6728 7047 7386 7744 Associate Plumbing & Mechanical Consultant I 230012 12 6092 6381 6688 7003 7341 Associate Plumbing & Mechanical Consultant II 230013 12 6420 6728 7047 7386 7744 Billing System Specialist 125075 12 4429 4638 4857 5076 5313 Budget Technician 135005 12 4023 4208 4406 4613 4831 Building Inspector I 2300074 124 5569 5833 6109 6404 6706 Building Inspector II 2300084 124 6092 6381 6688 7003 7341 Building Inspector III 230009 12 6420 6728 7047 7386 7744 SEE APPENDIX FOR FOOTNOTES Page 3.2 3 This class is in a flexibly-staffed series which allows an employee to “flex” to the journey level after six months of satisfactory service for a total probationary period of twelve months. In those cases, in which an employee is hired at the journey level, twelve months of satisfactory service is required. 4 This class is in a flexibly-staffed series, which requires one year of satisfactory service before an employee can “flex” to the journey level. Employees in classes that require one year of service for flexing will not serve an additional probationary period at the journey level. In those cases, in which an employee is hired at the journey level, twelve months of satisfactory service is required. EXHIBIT 3 Unit 3 – Non-Supervisory White Collar (FCEA) CLASS TITLE JOB CODE PROB PER A B C D E Call Center Representative I 1150703 63 3343 3498 3670 3829 4006 Call Center Representative II 1150713 123 3664 3829 4006 4195 4391 Central Printing Clerk 120005 12 3182 3328 3479 3643 3810 Chemist 620020 12 5305 5562 5824 6103 6394 City Records Specialist 115025 12 4009 4195 4391 4597 4816 Commercial Building Inspector 230015 12 6092 6381 6688 7003 7341 Community Recreation Assistant 520010 12 3888 4062 4230 4401 4593 Community Revitalization Specialist 230053 12 5435 5696 5969 6295 6557 Community Revitalization Technician 230059 12 3781 3957 4141 4337 4541 Community Services Officer I 4100254 124 3616 3781 3956 4139 4332 Community Services Officer II 4100264 124 3956 4139 4332 4537 4751 Computer Systems Specialist I 1250104 124 5636 5897 6178 6475 6781 Computer Systems Specialist II 1250114 124 6178 6471 6779 7102 7447 Computer Systems Specialist III 125012 12 6781 7106 7449 7805 8184 Construction Compliance Specialist 150055 12 4659 4872 5105 5348 5598 Crime Scene Technician I 4100104 124 4460 4668 4889 5121 5364 Crime Scene Technician II 4100114 124 4889 5121 5364 5618 5889 Crime Specialist 410008 12 5593 5857 6138 6431 6743 Customer Services Clerk I 1150603 63 3346 3497 3656 3827 4006 Customer Services Clerk II 1150613 123 3665 3836 4016 4198 4391 Cybersecurity Analyst 125090 12 6781 7106 7449 7805 8184 Deputy City Clerk 1150284 124 3605 3772 3946 4131 4320 Development Services Coordinator 230057 12 5590 5897 6184 6479 6790 Digital Forensics Analyst 410050 12 7398 7770 8157 8565 8993 Emergency Services Call Taker 410000 12 5000 5227 5420 5668 5907 Emergency Services Dispatcher I 4100015 125 5000 5227 5420 5668 5907 Emergency Services Dispatcher II 4100025 125 5405 5410 * 5662 5931 6210 6496 Emergency Services Dispatcher III 410003 12 5948 6220 6521 6800 7145 SEE APPENDIX FOR FOOTNOTES Page 3.2 5 This class is in a flexibly-staffed series. The probationary period for employees in these classes shall be up to 18 months, at the discretion of management. An employee in this series must serve a minimum one year probationary period. *Effective 9/25/2023, by the Second Amendment to the Salary Resolution No, 2023-183 SEE APPENDIX FOR FOOTNOTES Page 3.5 EXHIBIT 3 Unit 3 – Non-Supervisory White Collar (FCEA) CLASS TITLE JOB CODE PROB PER A B C D E Real Estate Finance Specialist I 1700014 124 4233 4431 4632 4854 5083 Real Estate Finance Specialist II 1700024 124 5041 5279 5531 5792 6066 Recreation Specialist 520005 12 4210 4404 4611 4828 5054 Retirement Counselor I 1350504 124 4021 4210 4408 4614 4831 Retirement Counselor II 1350514 124 4420 4626 4844 5073 5313 Safety and Training Specialist 150050 12 4720 4949 5193 5446 5713 Secretary 110050 12 3828 4006 4193 4386 4594 Senior Account Clerk 130003 12 3664 3830 4006 4195 4392 Senior Administrative Clerk 110003 12 3497 3660 3828 4006 4193 Senior Call Center Representative 115072 12 4218 4421 4634 4859 5095 Senior Commercial Building Inspector 230016 12 6420 6728 7047 7386 7744 Senior Community Revitalization Specialist 230054 12 6092 6378 6675 6998 7337 Senior Community Services Officer 410027 12 4304 4506 4717 4935 5170 Senior Crime Scene Technician 410012 12 5122 5365 5619 5890 6169 Senior Customer Services Clerk 115062 12 4188 4376 4579 4794 5019 Senior Cybersecurity Analyst 125091 12 7446 7808 8186 8576 8990 Senior Deputy City Clerk 1150294 124 4022 4207 4406 4612 4831 Senior Engineering Technician 210007 12 5489 5749 6019 6308 6599 Senior Fire Prevention Inspector 420003 12 6092 6378 6675 6998 7337 Senior Laboratory Technician 620013 12 5385 5643 5912 6193 6488 Senior Network Systems Specialist 125031 12 7446 7808 8186 8576 8990 Senior Park Ranger 410062 12 4304 4506 4717 4935 5170 Senior Plans Examiner 210042 12 6417 6717 7030 7371 7730 Senior Procurement Specialist 140003 12 5542 5806 6083 6374 6676 Senior Property & Evidence Technician 145011 12 4761 4986 5221 5465 5726 Senior Records Clerk 110101 12 3664 3833 4011 4198 4391 Senior Secretary 110051 12 4022 4207 4406 4612 4831 4 This class is in a flexibly-staffed series, which requires one year of satisfactory service before an employee can “flex” to the journey level. Employees in classes that require one year of service for flexing will not serve an additional probationary period at the journey level. In those cases, in which an employee is hired at the journey level, twelve months of satisfactory service is required. **Effective 9/11/2023, by the Second Amendment to the Salary Resolution No. 2023-183. SEE APPENDIX FOR FOOTNOTES Page 13-1.1 e Exempt class, see Section 4. **Effective 9/11/2023, by the Second Amendment to the Salary Resolution No. 2023-183. EXHIBIT 13-1 Unit 13 – Exempt Supervisory and Professional (CFPEA) CLASS TITLE JOB CODE PROB PER A B C D E Acoustical Program Coordinator 310100e 12 6444 6761 7089 7440 7803 Airports Airside/Landside Superintendent 310018e 12 7088 7435 7802 8183 8585 Airports Credentialing Supervisor 115081e 12 5693 5972 6268 6569 6894 Airports Projects Supervisor 310016e 12 7449 7814 8198 8601 9026 Airports Property Supervisor 175005e 12 6450 6765 7093 7444 7803 Architect 210045e 12 9001 9446 9910 10406 10925 Assistant Law Office Manager 115019e 12 7365 7720 8102 8494 8911 Business Process & Systems Analyst 125044e 12 7364 7720 8100 8496 8911 Call Center Supervisor 115073e 12 5941 6230 6531 6845 7179 Capital Development Specialist 310007e 12 7085 7437 7801 8185 8586 Central Print Supervisor 120007e 12 5324 5586 5857 6144 6442 Chief Engineering Inspector 230078e 12 7273 7628 8004 8398 8809 Chief Engineering Technician 210009e 12 8178 8578 9001 9446 9910 Chief of Facilities Maintenance 810037e 12 7129 7480 7847 8232 8638 Chief of Wastewater Environmental Services 620075e 12 6822 7158 7509 7877 8263 Chief of Wastewater Facilities Maintenance 620085e 12 7129 7480 7847 8232 8638 Chief of Wastewater Treatment Operations 620080e 12 7207 7567 7939 8328 8737 Chief of Water Operations 610070e 12 7327 7684 8065 8462 8876 Chief Police Pilot 410031e 12 8053 8448 8867 9303 9765 Chief Surveyor** 210032e 12 11353 9861 11921 10349 12517 10859 13143 11396 13800 11966 Community Services and Recreation Supervisor 520016e 12 6462 6778 7112 7464 7823 Contract Compliance Officer 150061e 12 6450 6765 7093 7444 7803 Custodial Supervisor 810025e 12 6450 6765 7093 7444 7803 Database Administrator 125045e 12 7364 7720 8100 8496 8911 DBE/Small Business Program Coordinator 150070e 12 6460 6773 7104 7453 7821 SEE APPENDIX FOR FOOTNOTES Page 3.1 3 This class is in a flexibly-staffed series which allows an employee to “flex” to the journey level after six months of satisfactory service for a total probationary period of twelve months. In those cases, in which an employee is hired at the journey level, twelve months of satisfactory service is required. 4 This class is in a flexibly-staffed series, which requires one year of satisfactory service before an employee can “flex” to the journey level. Employees in classes that require one year of service for flexing will not serve an additional probationary period at the journey level. In those cases, in which an employee is hired at the journey level, twelve months of satisfactory service is required. **Effective 9/11/2023, by the Second Amendment to the Salary Resolution No. 2023-183. EXHIBIT 3 Unit 3 – Non-Supervisory White Collar (FCEA) CLASS TITLE JOB CODE PROB PER A B C D E Account Clerk I 1300013 63 3014 3151 3293 3446 3610 Account Clerk II 1300023 123 3332 3485 3651 3816 3992 Accountant-Auditor I 1300114 124 4875 5099 5335 5594 5856 Accountant-Auditor II 1300124 124 5343 5590 5861 6140 6431 Accounting Technician 130010 12 4022 4211 4409 4612 4831 Administrative Clerk I 1100013 63 2797 2927 3057 3198 3343 Administrative Clerk II 1100023 123 3198 3345 3497 3660 3828 Airports Credentialing Technician 115080 12 3894 4075 4264 4467 4677 Airports Operations Officer I 3100064 124 4879 5119 5365 5634 5915 Airports Operations Officer II 3100094 124 5365 5634 5915 6211 6522 Associate Electrical Safety Consultant I 230022 12 6092 6381 6688 7003 7341 Associate Electrical Safety Consultant II 230023 12 6420 6728 7047 7386 7744 Associate Environmental & Safety Consultant I 230003 12 6092 6381 6688 7003 7341 Associate Environmental & Safety Consultant II 230004 12 6420 6728 7047 7386 7744 Associate Plumbing & Mechanical Consultant I 230012 12 6092 6381 6688 7003 7341 Associate Plumbing & Mechanical Consultant II 230013 12 6420 6728 7047 7386 7744 Billing System Specialist 125075 12 4429 4638 4857 5076 5313 Budget Technician 135005 12 4023 4208 4406 4613 4831 Building Inspector I 2300074 124 5569 5833 6109 6404 6706 Building Inspector II 2300084 124 6092 6381 6688 7003 7341 Building Inspector III 230009 12 6420 6728 7047 7386 7744 SEE APPENDIX FOR FOOTNOTES Page 3.2 EXHIBIT 3 Unit 3 – Non-Supervisory White Collar (FCEA) CLASS TITLE JOB CODE PRO B PER A B C D E Call Center Representative I 1150703 63 3343 3498 3670 3829 4006 Call Center Representative II 1150713 123 3664 3829 4006 4195 4391 Central Printing Clerk 120005 12 3182 3328 3479 3643 3810 Chemist 620020 12 5305 5562 5824 6103 6394 City Records Specialist 115025 12 4009 4195 4391 4597 4816 Commercial Building Inspector 230015 12 6092 6381 6688 7003 7341 Community Recreation Assistant 520010 12 3888 4062 4230 4401 4593 Community Revitalization Specialist 230053 12 5435 5696 5969 6295 6557 Community Revitalization Technician 230059 12 3781 3957 4141 4337 4541 Community Services Officer I 4100254 124 3616 3781 3956 4139 4332 Community Services Officer II 4100264 124 3956 4139 4332 4537 4751 Computer Systems Specialist I 1250104 124 5636 5897 6178 6475 6781 Computer Systems Specialist II 1250114 124 6178 6471 6779 7102 7447 Computer Systems Specialist III 125012 12 6781 7106 7449 7805 8184 Construction Compliance Specialist 150055 12 4659 4872 5105 5348 5598 Crime Scene Technician I 4100104 124 4460 4668 4889 5121 5364 Crime Scene Technician II 4100114 124 4889 5121 5364 5618 5889 Crime Specialist 410008 12 5593 5857 6138 6431 6743 Customer Services Clerk I 1150603 63 3346 3497 3656 3827 4006 Customer Services Clerk II 1150613 123 3665 3836 4016 4198 4391 Cybersecurity Analyst 125090 12 6781 7106 7449 7805 8184 Deputy City Clerk 1150284 124 3605 3772 3946 4131 4320 Development Services Coordinator 230057 12 5590 5897 6184 6479 6790 Digital Forensics Analyst 410050 12 7398 7770 8157 8565 8993 Emergency Services Call Taker 410000 12 5000 5227 5420 5668 5907 Emergency Services Dispatcher I 4100015 125 5000 5227 5420 5668 5907 Emergency Services Dispatcher II 4100025 125 5410* 5662 5931 6210 6496 Emergency Services Dispatcher III 410003 12 5948 6220 6521 6800 7145 3 This class is in a flexibly-staffed series which allows an employee to “flex” to the journey level after six months of satisfactory service for a total probationary period of twelve months. In those cases, in which an employee is hired at the journey level, twelve months of satisfactory service is required. 4 This class is in a flexibly-staffed series, which requires one year of satisfactory service before an employee can “flex” to the journey level. Employees in classes that require one year of service for flexing will not serve an additional probationary period at the journey level. In those cases, in which an employee is hired at the journey level, twelve months of satisfactory service is required. 5 This class is in a flexibly-staffed series. The probationary period for employees in these classes shall be up to 18 months, at the discretion of management. An employee in this series must serve a minimum one year probationary period. *Effective 9/25/2023, by the Second Amendment to the Salary Resolution No, 2023-183 SEE APPENDIX FOR FOOTNOTES Page 3.5 EXHIBIT 3 Unit 3 – Non-Supervisory White Collar (FCEA) CLASS TITLE JOB CODE PROB PER A B C D E Real Estate Finance Specialist I 1700014 124 4233 4431 4632 4854 5083 Real Estate Finance Specialist II 1700024 124 5041 5279 5531 5792 6066 Recreation Specialist 520005 12 4210 4404 4611 4828 5054 Retirement Counselor I 1350504 124 4021 4210 4408 4614 4831 Retirement Counselor II 1350514 124 4420 4626 4844 5073 5313 Safety and Training Specialist 150050 12 4720 4949 5193 5446 5713 Secretary 110050 12 3828 4006 4193 4386 4594 Senior Account Clerk 130003 12 3664 3830 4006 4195 4392 Senior Administrative Clerk 110003 12 3497 3660 3828 4006 4193 Senior Call Center Representative 115072 12 4218 4421 4634 4859 5095 Senior Commercial Building Inspector 230016 12 6420 6728 7047 7386 7744 Senior Community Revitalization Specialist 230054 12 6092 6378 6675 6998 7337 Senior Community Services Officer 410027 12 4304 4506 4717 4935 5170 Senior Crime Scene Technician 410012 12 5122 5365 5619 5890 6169 Senior Customer Services Clerk 115062 12 4188 4376 4579 4794 5019 Senior Cybersecurity Analyst 125091 12 7446 7808 8186 8576 8990 Senior Deputy City Clerk 1150294 124 4022 4207 4406 4612 4831 Senior Engineering Technician 210007 12 5489 5749 6019 6308 6599 Senior Fire Prevention Inspector 420003 12 6092 6378 6675 6998 7337 Senior Laboratory Technician 620013 12 5385 5643 5912 6193 6488 Senior Network Systems Specialist 125031 12 7446 7808 8186 8576 8990 Senior Park Ranger 410062 12 4304 4506 4717 4935 5170 Senior Plans Examiner 210042 12 6417 6717 7030 7371 7730 Senior Procurement Specialist 140003 12 5542 5806 6083 6374 6676 Senior Property & Evidence Technician 145011 12 4761 4986 5221 5465 5726 Senior Records Clerk 110101 12 3664 3833 4011 4198 4391 Senior Secretary 110051 12 4022 4207 4406 4612 4831 4 This class is in a flexibly-staffed series, which requires one year of satisfactory service before an employee can “flex” to the journey level. Employees in classes that require one year of service for flexing will not serve an additional probationary period at the journey level. In those cases, in which an employee is hired at the journey level, twelve months of satisfactory service is required. **Effective 9/11/2023, by the Second Amendment to the Salary Resolution No. 2023-183. SEE APPENDIX FOR FOOTNOTES Page 13-1.1 e Exempt class, see Section 4. **Effective 9/11/2023, by the Second Amendment to the Salary Resolution No. 2023-183. EXHIBIT 13-1 Unit 13 – Exempt Supervisory and Professional (CFPEA) CLASS TITLE JOB CODE PROB PER A B C D E Acoustical Program Coordinator 310100e 12 6444 6761 7089 7440 7803 Airports Airside/Landside Superintendent 310018e 12 7088 7435 7802 8183 8585 Airports Credentialing Supervisor 115081e 12 5693 5972 6268 6569 6894 Airports Projects Supervisor 310016e 12 7449 7814 8198 8601 9026 Airports Property Supervisor 175005e 12 6450 6765 7093 7444 7803 Architect 210045e 12 9001 9446 9910 10406 10925 Assistant Law Office Manager 115019e 12 7365 7720 8102 8494 8911 Business Process & Systems Analyst 125044e 12 7364 7720 8100 8496 8911 Call Center Supervisor 115073e 12 5941 6230 6531 6845 7179 Capital Development Specialist 310007e 12 7085 7437 7801 8185 8586 Central Print Supervisor 120007e 12 5324 5586 5857 6144 6442 Chief Engineering Inspector 230078e 12 7273 7628 8004 8398 8809 Chief Engineering Technician 210009e 12 8178 8578 9001 9446 9910 Chief of Facilities Maintenance 810037e 12 7129 7480 7847 8232 8638 Chief of Wastewater Environmental Services 620075e 12 6822 7158 7509 7877 8263 Chief of Wastewater Facilities Maintenance 620085e 12 7129 7480 7847 8232 8638 Chief of Wastewater Treatment Operations 620080e 12 7207 7567 7939 8328 8737 Chief of Water Operations 610070e 12 7327 7684 8065 8462 8876 Chief Police Pilot 410031e 12 8053 8448 8867 9303 9765 Chief Surveyor** 210032e 12 11353 11921 12517 13143 13800 Community Services and Recreation Supervisor 520016e 12 6462 6778 7112 7464 7823 Contract Compliance Officer 150061e 12 6450 6765 7093 7444 7803 Custodial Supervisor 810025e 12 6450 6765 7093 7444 7803 Database Administrator 125045e 12 7364 7720 8100 8496 8911 DBE/Small Business Program Coordinator 150070e 12 6460 6773 7104 7453 7821 City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1288 Agenda Date:9/14/2023 Agenda #: 1.-K. REPORT TO THE CITY COUNCIL FROM:JENNIFER CLARK, Director Planning and Development Department PHIL SKEI, Assistant Director Planning and Development BY:JILLIAN GAYTAN, Sr Management Analyst Homeless Services Division SUBJECT Actions pertaining to homeless street outreach, assessment and mobile shower operations agreements provided under the Homeless Housing, Assistance, and Prevention (HHAP) program (Bid File 12302683): 1. Approve an Agreement for one-year with one optional one-year extension with Poverello House to conduct homeless street outreach and assessment in the annual amount of $379,738.00. 2. Approve an Agreement for one-year with one optional one-year extension with Gracebound to operate mobile shower trailers in the annual amount of $300,000.00. RECOMMENDATION Staff recommends the City Council approve the HHAP agreements with Poverello House (Poverello) for homeless street outreach and assessment services in the amount of $379,738.00 annually and Gracebound for mobile shower operations in the amount of $300,000.00 annually and authorize the Purchasing Manager, or designee, to sign all implementing agreements. EXECUTIVE SUMMARY The City of Fresno (City) is seeking to award funding for homeless street outreach, assessment, and mobile shower operations as part of the HHAP program requirements. Staff issued a Request for Proposal (RFP) on June 21, 2023, and received two proposals for street outreach and assessment services, and one proposal for mobile shower operations. All proposals were determined to be qualified and responsive to the RFP. Based on the evaluation completed by a selection committee, staff recommends awarding Poverello an annual allocation of $379,738.00 for homeless street outreach and assessments and Gracebound an annual allocation of $300,000.00 for mobile shower operations for one-year agreement with one optional one-year extension. City of Fresno Printed on 9/18/2023Page 1 of 3 powered by Legistar™ 9/14/2023 NE/LC 6-0 MA ABSENT NEW FILE ID 23-1386 CONTINUED TO 9/28/2023 File #:ID 23-1288 Agenda Date:9/14/2023 Agenda #: 1.-K. BACKGROUND In February 2020,the City was awarded HHAP funding in the amount of $6,158,246.18 from the California Homeless Coordinating and Financing Council to address homelessness,in September 2021 received $2,911,171 in a second round of HHAP allocations,and on January 18,2023 received a total of $7,524,257.15 in a third round of HHAP allocations,and on July 31,2023 received an initial disbursement of $5,632,712.55 in a fourth round of HHAP allocations.Health and Safety Code Section 50220.7 (e)allows program recipients to use its allocation for street outreach to assist persons experiencing homeless to access permanent housing and services. Staff issued an RFP on June 21,2023,requesting proposals to provide homeless street outreach and assessment to unsheltered individuals as authorized under Health and Safety Code (HSC)§50219 (c)(4)and for the operations for two mobile shower and restroom facilities for people experiencing homelessness through the Homeless Housing,Assistance and Prevention (HHAP)program.The City received two proposals for homeless street outreach and assessment services and one proposal for mobile shower operations by the August 1,2023,deadline.A selection committee comprised of representatives from the City’s Homeless Services Division,Homeless Assistance Response Team (HART),and Long-Range Planning Division in the Planning and Development Department;Fresno Housing Authority, and Fresno Madera Continuum of Care Lived Experience Advisor Board (LEAB). On August 11,2023,the committee evaluated the proposals based on the ability to meet the stated service requirements,conformance with the terms and conditions of the RFP,costs associated with providing services,past performance and experience,and other related information provided.The committee determined Poverello’s proposal to be qualified and most responsive to the homeless street outreach and assessment activities as outlined in the RFP for a total amount of $379,738.00. The committee determined Gracebound to be qualified and responsive for the operations of two mobile shower and restroom facilities as outlined in the RFP for a total amount of $300,000.00. Based on this evaluation staff recommends awarding Poverello and Gracebound. Poverello House: Homeless Street Outreach and Assessment Poverello House’s Homeless Outreach Progressive Engagement Team (HOPE Team)will provide outreach services targeting veterans,chronically homeless,and unhoused individuals and families throughout the City of Fresno.The HOPE Team will collaborate with the City of Fresno’s Homeless Assistance Response Team (HART)to provide outreach to people experiencing homelessness who are not engaged in navigation services and/or emergency shelters within the City of Fresno.They will provide a non-law enforcement approach for people experiencing homelessness living in encampments and other places throughout the City of Fresno.The HOPE Team will receive referrals from the HART Team to engage people experiencing homelessness.The HOPE Team will work with the City of Fresno’s code enforcement,solid waste department,and Police Department to link individuals and families experiencing homelessness to navigation services and shelter.The HOPE Team will have a dispatcher that will receive referrals from the City of Fresno and assign HOPE Team members to the identified locations.As directed by the City of Fresno,the HOPE Team will also collaborate with other jurisdictions such as Fresno Irrigation District,Caltrans,the County of Fresno, the Downtown Association,and other jurisdictions to outreach to people experiencing homelessness. The HOPE Team will be made up of six (6)full-time individuals.The HOPE Outreach Team will be available on both evenings and weekends. City of Fresno Printed on 9/18/2023Page 2 of 3 powered by Legistar™ File #:ID 23-1288 Agenda Date:9/14/2023 Agenda #: 1.-K. Gracebound: Mobile Shower Operations Gracebound will coordinate the Planning and Development Department Homeless Services Division and Regional Wastewater Reclamation Facility to collect the shower trailers and deliver to predetermined sites throughout Fresno.The truck used to transport the trailers meets the California vehicle laws and regulations to transport trailers with a GVWR of 13,000 pounds and driver(s)will have current Commercial Class A licenses.The driver,with the help of other Gracebound staff,will connect the trailer to City water and sewer systems.Gracebound will also refill propane tanks and gas for the generators when needed to properly operate the mobile showers.The showers site will operate Monday through Friday 8 am -1 pm,with additional hours to setup,teardown,clean,and transport.All staff will be trained to operate the shower trailers in a professional and respectful manner,providing the clients with excellent service.Staff will provide snacks,water,undergarments, hygiene items,towels,etc.The showers and restrooms will be sanitized after each use and at the end of the day.The staff will screen participants for other services and will have referral materials on site.An onsite supervisor will document client information.The information gathered by Gracebound will be shared to City staff to identify the rate of use after each event.HMIS information will also be collected for each participant and entered by the program manager.Gracebound expects to serve approximately 150 to 200 clients per week,600 -800 clients per month.Gracebound expects to connect 30 clients per week (15 - 20%) to other services. The proposed agreement for Poverello totals $379,738.00 annually for homeless street outreach and assessment services and the agreement for Gracebound totals $300,000.00 annually for mobile shower operations. ENVIRONMENTAL FINDINGS This item is not a project as defined by the California Environmental Quality Act. LOCAL PREFERENCE Local preference is not applicable because of the use of state funds. FISCAL IMPACT The agreements will be funded through the City’s Homeless Housing, Assistance, and Prevention allocations. Attachments: 1.12302683 Agreement with Poverello House 2.12302683 Agreement with Gracebound Inc. 3.Bid Evaluation City of Fresno Printed on 9/18/2023Page 3 of 3 powered by Legistar™ GSD-B Service Contract – Contractor (08-2023) -1 - SERVICE CONTRACT THIS CONTRACT (Contract) is made and entered into by and between the CITY OF FRESNO, a California municipal corporation (City), and POVERELLO HOUSE, a California Corporation (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: REQUIREMENTS CONTRACT FOR HOMELESS STREET OUTREACH ASSESSMENT, AND/OR MOBILE SHOWER OPERATIONS (Bid File No. 12302683) 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 monetary consideration of $379,738.00, 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 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. 4. INDEMNIFICATION: To the furthest extent allowed by law, including California Civil Code section 2782, the Contractor shall indemnify, defend and hold harmless the City and each of its officers, officials, employees, agents, and volunteers from any and all claims, demands, actions in law or equity, loss, liability, fines, penalties, forfeitures, interest, costs including legal fees, and damages (whether in contract, tort, or strict liability, including but not limited to personal injury, death at any time, property damage, or loss of any type) arising or alleged to have arisen directly or indirectly out of (1) any voluntary or involuntary act or omission, (2) error, omission or negligence, or (3) the performance or non-performance of this Contract . The Contractor's obligations as set forth in this section 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 the willful misconduct, of the City or any of its officers, officials, employees, agents, or volunteers. To the fullest extent allowed by law, and in addition to the express duty to indemnify, the Contractor, whenever there is any causal connection between the Contractor’s performance or non-performance of the work or services required under this Contract and any claim or loss, injury or damage of any type, the Contractor expressly agrees to undertake a duty to defend the City and any of its officers, officials, employees, agents, or volunteers, as a separate duty, independent of and broader thaQ the duty to indemnify. The duty to defend as herein agreed to by the Contractor expressly includes all costs of litigation, attorneys’ fees, settlement costs and expenses in connection with claims or litigation, whether or not the claims are valid, false or groundless, as long as the claims could be in any manner be causally connected to the Contractor as reasonably determined by the City. GSD-B Service Contract – Contractor (08-2023) - 2 - Upon the tender by the City to the Contractor, the Contractor shall be bound and obligated to assume the defense of the City and any of its officers, officials, employees, agents, or volunteers, including the a duty to settle and otherwise pursue settlement negotiations, and shall pay, liquidate, discharge and satisfy any and all settlements, judgments, awards, or expenses resulting from or arising out of the claims without reimbursement from the City or any of its officers, officials, employees, agents, or volunteers. It is further understood and agreed by Contractor that if the City tenders a defense of a claim on behalf of the City or any of its officers, officials, employees, agents, or volunteers and the Contractor fails, refuses or neglects to assume the defense thereof, the City and its officers, officials, employees, agents, or volunteers may agree to compromise and settle or defend any such claim or action and the Contractor shall be bound and obligated to reimburse the City and its officers, officials, employees, agents, or volunteers for the amounts expended by each in defending or settling such claim, or in the amount required to pay any judgment rendered therein. The defense and indemnity obligations set forth above shall be direct obligations and shall be separate from and shall not be limited in any manner by any insurance procured in accordance with the insurance requirements set forth in this Contract. In addition, such obligations remain in force regardless of whether the City provided approval for, or did not review or object to, any insurance the Contractor may have procured in a accordance with the insurance requirements set forth in this Contract. The defense and indemnity obligations shall arise at such time that any claim is made, or loss, injury or damage of any type has been incurred by the City, and the entry of judgment, arbitration, or litigation of any claim shall not be a condition precedent to these obligations. The defense and indemnity obligations set forth in this section shall survive termination or expiration of this Contract. 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 as set forth above. 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.] GSD-B Service Contract – Contractor (08-2023) -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 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: Melissa Perales, Purchasing Manager General Services Department APPROVED AS TO FORM: ANDREW JANZ City Attorney By: Date Supv./Senior Deputy City Attorney ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy POVERELLO HOUSE, A California 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) REVIEWED BY: Addresses: CITY: City of Fresno Attention: Joe Pasillas, Neighborhood Revitalization Manager 2600 Fresno Street, CH3N 3065 Fresno, CA 93721 Phone: (559) 621-8053 E-mail: joe.pasillas@fresno.gov CONTRACTOR: Poverello House Attention: Zachary D. Darrah, Chief Executive Officer 412 F Street Fresno, CA 93706 Phone: (559) 498-6988 E-mail: zdarrah@poverellohouse.org GSD-B Service Contract – Contractor (08-2023) -1 - SERVICE CONTRACT THIS CONTRACT (Contract) is made and entered into by and between the CITY OF FRESNO, a California municipal corporation (City), and GRACEBOUND INC., a California Nonprofit Corporation (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: REQUIREMENTS CONTRACT FOR HOMELESS STREET OUTREACH ASSESSMENT, AND/OR MOBILE SHOWER OPERATIONS (Bid File No. 12302683) 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 monetary consideration of $300,000.00, 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 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. 4. INDEMNIFICATION: To the furthest extent allowed by law, including California Civil Code section 2782, the Contractor shall indemnify, defend and hold harmless the City and each of its officers, officials, employees, agents, and volunteers from any and all claims, demands, actions in law or equity, loss, liability, fines, penalties, forfeitures, interest, costs including legal fees, and damages (whether in contract, tort, or strict liability, including but not limited to personal injury, death at any time, property damage, or loss of any type) arising or alleged to have arisen directly or indirectly out of (1) any voluntary or involuntary act or omission, (2) error, omission or negligence, or (3) the performance or non-performance of this Contract . The Contractor's obligations as set forth in this section 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 the willful misconduct, of the City or any of its officers, officials, employees, agents, or volunteers. To the fullest extent allowed by law, and in addition to the express duty to indemnify, the Contractor, whenever there is any causal connection between the Contractor’s performance or non-performance of the work or services required under this Contract and any claim or loss, injury or damage of any type, the Contractor expressly agrees to undertake a duty to defend the City and any of its officers, officials, employees, agents, or volunteers, as a separate duty, independent of and broader thaQ the duty to indemnify. The duty to defend as herein agreed to by the Contractor expressly includes all costs of litigation, attorneys’ fees, settlement costs and expenses in connection with claims or litigation, whether or not the claims are valid, false or groundless, as long as the claims could be in any manner be causally connected to the Contractor as reasonably determined by the City. GSD-B Service Contract – Contractor (08-2023) - 2 - Upon the tender by the City to the Contractor, the Contractor shall be bound and obligated to assume the defense of the City and any of its officers, officials, employees, agents, or volunteers, including the a duty to settle and otherwise pursue settlement negotiations, and shall pay, liquidate, discharge and satisfy any and all settlements, judgments, awards, or expenses resulting from or arising out of the claims without reimbursement from the City or any of its officers, officials, employees, agents, or volunteers. It is further understood and agreed by Contractor that if the City tenders a defense of a claim on behalf of the City or any of its officers, officials, employees, agents, or volunteers and the Contractor fails, refuses or neglects to assume the defense thereof, the City and its officers, officials, employees, agents, or volunteers may agree to compromise and settle or defend any such claim or action and the Contractor shall be bound and obligated to reimburse the City and its officers, officials, employees, agents, or volunteers for the amounts expended by each in defending or settling such claim, or in the amount required to pay any judgment rendered therein. The defense and indemnity obligations set forth above shall be direct obligations and shall be separate from and shall not be limited in any manner by any insurance procured in accordance with the insurance requirements set forth in this Contract. In addition, such obligations remain in force regardless of whether the City provided approval for, or did not review or object to, any insurance the Contractor may have procured in a accordance with the insurance requirements set forth in this Contract. The defense and indemnity obligations shall arise at such time that any claim is made, or loss, injury or damage of any type has been incurred by the City, and the entry of judgment, arbitration, or litigation of any claim shall not be a condition precedent to these obligations. The defense and indemnity obligations set forth in this section shall survive termination or expiration of this Contract. 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 as set forth above. 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.] GSD-B Service Contract – Contractor (08-2023) -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 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: Melissa Perales, Purchasing Manager General Services Department APPROVED AS TO FORM: ANDREW JANZ City Attorney By: Date Supv./Senior Deputy City Attorney ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy GRACEBOUND INC., A California Nonprofit 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) REVIEWED BY: Addresses: CITY: City of Fresno Attention: Joe Pasillas, Neighborhood Revitalization Manager 2600 Fresno Street, CH3N 3065 Fresno, CA 93721 Phone: (559) 621-8053 E-mail: joe.pasillas@fresno.gov CONTRACTOR: GraceBound Inc. Attention: Keith Scott, Chief Financial Officer 420 N. Broadway Street Fresno, CA 93701 Phone: (559) 840-2298 E-mail: abcscott1@hotmail.com City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1297 Agenda Date:9/14/2023 Agenda #: 1.-L. REPORT TO THE CITY COUNCIL FROM:PACO BALDERAMA, Chief of Police Police Department BY:MINDY CASTO, Police Deputy Chief Support Division SUBJECT ***BILL B-31 (Intro’d August 24, 2023) (For Adoption) -Amending Article 17, Chapter 9, Sections 9- 1702 9-1704, 9-1706, 9-1707, 9-1708, 9-1709, 9-1711, 9-1712 and 9-1713 of the Fresno Municipal Code as it relates to police department dispatching of tow trucks. (Subject to Mayor’s Veto) RECOMMENDATION It is recommended the council amend Article 17, Chapter 9, Sections 9-1702, 9-1704, 9-1706, 9- 1707, 9-1708, 9-1709, 9-1711, 9-1712, 9-1713 of the Fresno Municipal Code (“FMC”) to change police department tow rotation agreements from Non-Exclusive Franchise Agreements to Non- Professional Service Agreements. Other changes include language to allow the Chief or designee to add a tow operator at any time and allow the City or tow company the right to terminate the agreement for no cause upon 30-day written notice. EXECUTIVE SUMMARY Article 17, Chapter 9, Sections 9-1702 9-1704, 9-1706, 9-1707, 9-1708, 9-1709, 9-1711, 9-1712 and 9-1713 of the Fresno Municipal Code classifies tow agreements between private tow operators and the police department as “Non-Exclusive Franchise” agreements. This classification will need to be replaced with “Non-Professional” as it relates to tow agreements. This change will be reflected in future tow agreements. Article 17, Chapter 9, Section 9-1707(f) of the FMC currently allows the City to add tow truck companies to the Fresno Police Department tow truck rotation list only if there are less than twenty companies on the rotation list. There are currently 23 tow companies on the rotation list. Article 17, Chapter 9, Section 9-1707(f) will be amended to allow for additional companies to be added by the Chief of Police or designee at anytime if it is determined there is a need to better serve the community. Article 17, Chapter 9, Section 9-1712 of the FMC will be amended to add sub section A, stating that a City of Fresno Printed on 9/18/2023Page 1 of 2 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT B-31/ORD. 2023-030 APPROVED ON CONSENT File #:ID 23-1297 Agenda Date:9/14/2023 Agenda #: 1.-L. Article 17,Chapter 9,Section 9-1712 of the FMC will be amended to add sub section A,stating that a tow truck owner or company does not have the right to appeal the City’s decision to terminate the Non-Professional Tow Agreement when given a written 30-day notice. The proposed changes to Article 17,Chapter 9 of the FMC have been reviewed and approved by the City Attorney’s office. BACKGROUND Franchise agreements are generally reserved for utility services.Shifting to a non-professional services model is consistent with how other cities handle police tow services and will provide the City the added flexibility of being able to terminate as needed. The proposed changes to Article 17 Chapter 9 of the FMC will give the City the ability to make changes as the needs arise to better serve the community.The recommendations will be mirrored in any future tow agreements.We are currently in the middle of a final extension of the current Non- Exclusive Franchise Tow Service Agreement and if the recommendations are adopted,the City will have the ability to terminate the agreement in 30 days with written notice.The proposed changes do not affect the day-to-day tow process,and tow operators will continue to be on a rotational list.Due to the needs of the police department,it is necessary to have a special rotational tow list (i.e.,big rig tows,heavy duty tows,and medium duty tows)in addition to the primary,light duty,rotational list. Currently we have only one contracted tow company that meets the requirements of the special rotational tow list and the FMC does not allow for the addition of any other capable companies.If the one special rotational tow company can no longer provide the necessary specialized service,or if there is an increased need for those types of tows,the amended FMC would give the Chief or designee the ability to add a company at any time to meet those needs.A Non-Professional Tow Agreement with the mirrored changes will be ready to replace the Non-Exclusive Franchise Tow Agreement for the City of Fresno. The proposed Ordinance has been reviewed and approved as to form by the City Attorney’s Office. ENVIRONMENTAL FINDINGS This is not a project pursuant to section 15378 of the California Environmental Quality Act Guidelines. LOCAL PREFERENCE Not applicable since this is not a bid or award of a contract. FISCAL IMPACT There is no impact to the general fund. Attachments: Fresno Municipal Code Article 17, Chapter 9 with proposed changes City of Fresno Printed on 9/18/2023Page 2 of 2 powered by Legistar™ City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1310 Agenda Date:9/14/2023 Agenda #: 1.-M. REPORT TO THE CITY COUNCIL FROM:BROCK D. BUCHE, PE, PLS, Director Department of Public Utilities BY:AHMAD ALKHAYYAT, PE, MBA, Assistant Director Department of Public Utilities - Solid Waste Management Division LORENZO NADORA, Solid Waste Manager Department of Public Utilities - Solid Waste Management Division SUBJECT ***RESOLUTION - Authorizing the submittal of application(s) for all CalRecycle grants and payment programs for which the City of Fresno is eligible (Citywide). (Subject to Mayor’s Veto) RECOMMENDATION Staff recommends that City Council adopt a resolution to approve the submittal of applications for grants, payment programs and related authorizations to CalRecycle. CalRecycle has established various grants and payment programs to make payments to qualifying jurisdictions and is required to establish procedures governing the administration of those programs. CalRecycle has directed the City to designate by resolution a person authorized to submit and execute related documents. Staff recommends that Council authorize the Director of Public Utilities, or designee, to submit applications to CalRecycle for any and all grants and payment programs offered; and give signature authority to execute all documents necessary to implement and secure payment(s). EXECUTIVE SUMMARY The adoption of the resolution will ensure the implementation and execution of the grants and payment programs currently in progress and those which are of benefit to the City of Fresno and its residents. This action will provide for the continuation of solid waste and recycling activities, including but not limited to, outreach events, recycling activities, littler control, oil recycling, and other activities which the Department of Public Utilities, Solid Waste Management Division (SWMD), is involved in and funding expenditures are applied consistent with state requirements. BACKGROUND Payment Program funds are used each year to promote the importance of recycling of all products, waste minimization, litter abatement, and to support public education and community outreach. In Fiscal Year (FY) 2022, the SWMD recycled 8,800 gallons of used motor oil and 18,000 filters through City of Fresno Printed on 9/18/2023Page 1 of 2 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT R. 2023-240 APPROVED ON CONSENT File #:ID 23-1310 Agenda Date:9/14/2023 Agenda #: 1.-M. Fiscal Year (FY)2022,the SWMD recycled 8,800 gallons of used motor oil and 18,000 filters through the City’s Residential Curbside Collection Program.The SWMD recycling program made contact with over 10,808 residents during 41 community outreach events.Our educational events made contact with 49 schools during 81 presentations and engaged with 11,033 students.The SWMD received Payment Program funds in FY 2023 from the following:City/County Payment Program, Used Motor Oil Payment Program,and the SB1383 Grants.City Attorney has reviewed and approved as to form. ENVIRONMENTAL FINDINGS By the definition provided in the California Environmental Quality Act Guidelines,Section 15378,this item does not qualify as a “project”and is therefore exempt from the California Environmental Quality Act requirements. LOCAL PREFERENCE Local preference was not implemented because the adoption of a resolution does not include a bid or an award of a construction or services contract. FISCAL IMPACT There will be no fiscal impact to the General Fund,or any City operating funds associated with the recommended action.Adversely,not participating in these Grant and Payment Programs would cost City of Fresno rate payers an additional cost to continue services without the state funding.The adoption of this resolution will benefit all Council districts. Attachment:Resolution City of Fresno Printed on 9/18/2023Page 2 of 2 powered by Legistar™ 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, AUTHORIZING THE SUBMITTAL OF APPLICATION(S) FOR ALL CALRECYCLE GRANTS AND PAYMENT PROGRAMS FOR WHICH THE CITY OF FRESNO IS ELIGIBLE WHEREAS, Public Resources Code sections 48000 et seq., 14581, and 42023.1(g), authorize the Department of Resources Recycling and Recovery (CalRecycle) to administer various grants and payment programs in furtherance of the State of California’s (state) efforts to reduce, recycle and reuse solid waste generated in the state thereby preserving landfill capacity and protecting public health and safety and the environment; and WHEREAS, in furtherance of this authority, CalRecycle is required to establish procedures governing the administration of the payment programs; and administration of the application, awarding, and management of the grant programs; and WHEREAS, CalRecycle’s procedures for administering payment and grant programs require, among other things, an applicant’s governing body to declare by resolution certain authorizations related to the administration of the payment and grant program. NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Fresno as follows: 1. Authorizes the submittal of application(s) to CalRecycle for any and all grant and payment programs offered. 2 of 2 2. That the Director of Public Utilities or designee is hereby authorized and empowered to execute in the name of the City of Fresno, Public Utilities Solid Waste Management Division all documents, including but not limited to, applications, agreements, amendments and requests for payment, necessary to secure funds and implement the approved grant or payment project. 3. That These authorizations shall be effective from the date of adoption through September 30, 2028 (maximum of five (5) years). 4. 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: Angela M. Karst Date Senior Deputy City Attorney City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1287 Agenda Date:9/14/2023 Agenda #: 1.-N. 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 ROBERT A. DIAZ, Supervising Engineering Technician Department of Public Utilities - Utilities Planning & Engineering SUBJECT Actions pertaining to the Requirements Contract to Furnish and Install Permanent Asphalt Concrete Pavement Repairs. (Bid File 12302384) (Citywide): 1. Adopt a finding of Categorical Exemption per staff determination pursuant to the California Environmental Quality Act (CEQA) Guidelines Sections 15301(b) and (d), Class 1 (Existing Facilities) and 15302(c), Class 2 (Replacement and Reconstruction) 2. ***RESOLUTION - Adopting the 9th Amendment to the Annual Appropriation Resolution (AAR) No. 2023-185 appropriating $960,000 for the Requirements Contract to Furnish and Install Permanent Asphalt Concrete Pavement Repairs (Requires 5 Affirmative Votes) (Subject to Mayor’s Veto). 3. Award a construction contract to Dawson-Mauldin LLC., in the amount of $1,537,300. RECOMMENDATIONS Staff recommends that City Council adopt a finding of Categorical Exemption pursuant to Section 15301(b) and (d)/Class 1 (Existing Facilities) and 15302(c)/Class 2 (Replacement or Reconstruction) of the California Environmental Quality Act (CEQA) Guidelines; adopt the 9th Amendment to the Annual Appropriation Resolution (AAR) No. 2023-185 appropriating $960,000 for the Requirements Contract To Furnish and Install Permanent Asphalt Concrete Pavement Repair; award a construction contract to Dawson-Mauldin LLC., (Dawson), in the amount of $1,537,300, for the Requirements Contract To Furnish and Install Permanent Asphalt Concrete Pavement Repair project (Project); 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 Department of Public Utilities - Water Division (Water Division), seeks to award a one-year requirements contract to furnish and install permanent asphalt concrete pavement repairs (Project) with provisions for up to three one-year extensions to Dawson-Mauldin LLC. (Dawson) following a City of Fresno Printed on 9/18/2023Page 1 of 3 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT R. 2023-245 APPROVED ON CONSENT File #:ID 23-1287 Agenda Date:9/14/2023 Agenda #: 1.-N. with provisions for up to three one-year extensions to Dawson-Mauldin LLC.(Dawson)following a competitive bidding process which identified it as the lowest responsive and responsible bidder in the amount of $1,537,300.The requirements contract is necessary for permanent paving repairs associated with the Water Division’s repairs and maintenance of the City’s water system.The bid is set to expire on October 13,2023,and the existing requirements contract is set to expire November 1,2023.Approval of the AAR will appropriate $960,000 that is needed to fully fund the requirements contract. BACKGROUND The Water Division removes existing street paving to gain access to the water system for repairs and maintenance.These pavement removals require a permanent pavement replacement.On July 25, 2019,City Council awarded a one-year requirements contract with provisions for up to three one-year extensions to Dawson.The three one-year extensions having been exercised and the existing requirements contract is to expire on November 1,2023.On August 10,2023,Council approved a cost increase to the on-going final year of the existing requirements contract in the amount of $960,000 due to labor rate and materials cost increases and a higher than anticipated number of water main and service repairs.The additional funds were needed to carry the existing requirements contract through to its expiration date. The Water Division,seeking to award the subject new requirements contract (Project),on June 9, 2023 published a Notice Inviting Bids,and posted on the City’s Planet Bids website.The Project specifications,inclusive of Project Labor Agreement requirements,were distributed to 12 prospective bidders and posted at 9 Building Exchanges.Five sealed bid proposals were received and publicly opened on July 11,2023.The bid proposals ranged from $999,952 to $2,670,500.Witbro Inc.doing business as Seal Rite Paving and Grading was the lowest bidder but ultimately deemed non- responsive,thus establishing Dawson as the lowest responsive and responsible bidder in the amount of $1,537,300.An AAR is necessary to fully fund the Project as fiscal year 2024 budgeted funds were partially used to fund the existing requirements contract following Council’s August 10,2023 approval of cost increases. The Staff Determination of Award was posted on the City’s Planet Bids website on August 10,2023. Staff recommends City Council award a requirements contract to Dawson,in the amount of $1,537,300,as the lowest responsive and responsible bidder.Their bid price is 4.93 percent above the previously awarded requirements contract price. The bids will expire on October 13, 2023 ENVIRONMENTAL FINDINGS Staff have performed an environmental assessment for this Project and have determined it is consistent with Categorical Exemption pursuant to Class 1,set forth in the California Environmental Quality Act (CEQA)Guidelines Sections 15301(b)and (d)(Existing Facilities),which exempts the repair and maintenance of existing facilities that involves negligible or no expansion of an existing use,and Class 2,set forth in CEQA Guidelines Sections 15302(c)(Replacement and Reconstruction),which exempts replacement or reconstruction of existing structures and facilities where the new structure will be located on the same site as the structure replaced and will have substantially the same purpose and capacity as the structure replaced.Furthermore,none of the exceptions to Categorical Exemptions set forth in the CEQA Guidelines,Section 15300.2,apply to City of Fresno Printed on 9/18/2023Page 2 of 3 powered by Legistar™ File #:ID 23-1287 Agenda Date:9/14/2023 Agenda #: 1.-N. this Project. LOCAL PREFERENCE Local Preference was not implemented because the lowest responsive and responsible bidder is a local business pursuant to the Fresno Municipal Code Section 4-108(d). FISCAL IMPACT There is no impact to the General Fund.Partial funding for the Project is available in the fiscal year 2024 budget within the Water Division’s Enterprise Fund 40101.The necessary $960,000 will be appropriated into the Water Enterprise Fund upon adoption of the 9th Amendment to the AAR No. 2023-185.Subsequent year extensions will be included in their respective fiscal year budgets.This Project is located Citywide. Attachments: Attachment 1 - CEQA Environmental Assessment Attachment 2 - 9th Amendment To the Annual Appropriation Resolution No. 2023-185 Attachment 3 - Bid Evaluation and Fiscal Impact Statement Attachment 4 - Sample Contract City of Fresno Printed on 9/18/2023Page 3 of 3 powered by Legistar™ CITY OF FRESNO CATEGORICAL EXEMPTION ENVIRONMENTAL ASSESSMENT NO. BF 12302384 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. APPLICANT: City of Fresno Department of Public Utilities 1626 E Street Fresno, CA 93706 PROJECT TITLE: Furnish & Install Permanent Asphalt Pavement Repair PROJECT LOCATIONS: Citywide PROJECT DESCRIPTION: This requirements contract is to furnish and install permanent asphalt concrete pavement repairs. A repair may consist of a single or multiple cuts at a location. Paving shall conform to the provisions of Section 16 of the City of Fresno Standard Specifications and City of Fresno Standard Drawing P48, Section A. The Project is exempt under Section(s) 15301(b)&(d)/Class 1 and 15302(c)/Class 2 of the State of California CEQA Guidelines. Under Class 1, Sections 15301(b)&(d) (Existing Facilities), which exempts the repair and maintenance of existing facilities that involves negligible or no expansion of an existing use, and Class 2, set forth in CEQA Guidelines Sections 15302(c) (Replacement and Reconstruction), which exempts replacement or reconstruction of existing structures and facilities where the new structure will be located on the same site as the structure replaced and will have substantially the same purpose and capacity as the structure replaced. None of the exceptions to Categorical Exemptions set forth in the CEQA Guidelines, Section 15300.2, apply to this project. 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. As such, a Categorical Exemption has been prepared for the Project. Date: August 1, 2023 Prepared by: Robert A. Diaz, Supervising Engineering Technician Submitted by: Robert A. Diaz, Supervising Engineering Technician (559) 621-1623 Date Adopted: 1 of 2 Date Approved: Effective Date: Resolution No. RESOLUTION NO. ___________ A RESOLUTION OF THE COUNCIL OF THE CITY OF FRESNO ADOPTING THE 9th AMENDMENT TO THE ANNUAL APPROPRIATION RESOLUTION NO. 2023-185 TO APPROPRIATE $960,000 FOR PERMANENT ASPHALT CONCRETE PAVEMENT REPAIRS BE IT RESOLVED BY THE COUNCIL OF THE CITY OF FRESNO: THAT PART III of the Annual Appropriation Resolution No. 2023-185 be and is hereby amended as follows: Increase/(Decrease) TO: PUBLIC UTILITIES DEPARTMENT Water Enterprise $ 960,000 THAT account titles and numbers requiring adjustment by this Resolution are as follows: Water Enterprise Revenues: Account String: 4000-4001-4110-761-430101-41-0-0000-0000- $ 960,000 Total Revenues $ 960,000 Appropriations: Account String: 4000-4001-4110-761-654302-41-0-0000-0000- $ 960,000 Project String: 411000004 -Repairs - - Total Appropriations $ 960,000 THAT the purpose is to appropriate $960,000 for Permanent Asphalt Concrete Pavement Repairs. 2 of 2 CLERK’S CERTIFICATION STATE OF CALIFORNIA} COUNTY OF FRESNO } ss. CITY OF FRESNO } I, TODD STERMER, City Clerk of the City of Fresno, certify that the foregoing Resolution was adopted by the Council of the City of Fresno, California, at a regular meeting thereof, held on the Day of , 2023 AYES: NOES: ABSENT: ABSTAIN: Mayor Approval: , 2023 Mayor Approval/No Return: , 2023 Mayor Veto: , 2023 Council Override Veto: , 2023 TODD STERMER, CMC City Clerk BY: ____________________________ Deputy DPU NOFED F&I RC DIV I 1.20 Rev. 02 08 2021 REQUIREMENTS CONTRACT CITY OF FRESNO, CALIFORNIA FURNISH & INSTALL THIS CONTRACT is made and entered into by and between CITY OF FRESNO, a California municipal corporation (hereinafter referred to as “City”), and [Contractor Name], [Legal Identity] (hereinafter referred to as “Contractor”) as follows: 1. Contract Documents. The “Notice Inviting Bids,” “Instructions to Bidders,” “Bid Proposal,” and the “Specifications” including “General Conditions,” “Special Conditions,” and “Technical Specifications” for the following: [Title] (Bid File No. [Bid File No.]) copies of which are annexed hereto, together with all the drawings, plans, and documents specifically referred to in said annexed documents, including Performance and Payment Bonds, if required, and are hereby incorporated into and made a part of this Contract, and shall be known as the Contract Documents. 2. Price and Work. For the estimated monetary consideration of [Written Dollar Amount] dollars and [Written Cents Amount] cents ($[Amount]), as set forth in the award and Bid Proposal pricing, 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. 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. 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. DPU NOFED F&I RC DIV I 1.21 Rev. 02 08 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: (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 General Services Dated: ATTEST: TODD STERMER, CMC City Clerk By: Deputy No signature of City Attorney required. Standard Document #FIN-S F&I RC/08-05-13 has been used without modification as certified by the undersigned. By: [City Certifier Name] [City Certifier Title] Department of Public Utilities City address: City of Fresno Attention: [Name], [Title] [Street Address] Fresno, CA [Zip] City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1154 Agenda Date:9/14/2023 Agenda #: 1.-O. REPORT TO THE CITY COUNCIL FROM:BROCK D. BUCHE, PE, PLS, Director Department of Public Utilities BY:AHMAD ALKHAYYAT, PE, MBA, Assistant Director Department of Public Utilities - Solid Waste Management Division LORENZO NADORA, Solid Waste Manager Department of Public Utilities - Solid Waste Management Division SUBJECT Approve a consultant services agreement with Southwest Strategies, LLC, for an amount not to exceed $299,744 for professional education and outreach services for City of Fresno residential food waste education and outreach program (Bid File 12301817) (Citywide) RECOMMENDATION Staff recommends that City Council approve a consultant services agreement with Southwest Strategies, LLC, in the amount not to exceed $299,744 to provide professional education and outreach services for City of Fresno residential food waste education and outreach program (Project); and authorize the Director of Public Utilities, or designee, to sign the agreement on behalf of the City of Fresno (City). EXECUTIVE SUMMARY The Department of Public Utilities (DPU), Solid Waste Management Division (SWMD) is actively pursuing compliance with the requirements imposed through Senate Bill (SB) 1383 and incorporated into Title 14 of the California Code of Regulations, in addition to all City organics and food waste requirements. After a competitive consultant selection process, the SWMD desires to enter into a consultant services agreement (Agreement) for the Project to create and implement a comprehensive, multi-lingual food waste education and outreach program targeting residential solid waste customers in the amount not to exceed $299,744. Approval of this contract with Southwest Strategies, LLC, will assist the SWMD’s efforts to achieve SB 1383 compliance. BACKGROUND City of Fresno Printed on 9/18/2023Page 1 of 3 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT APPROVED ON CONSENT File #:ID 23-1154 Agenda Date:9/14/2023 Agenda #: 1.-O. The organic waste recovery outreach and education requirements imposed by SB 1383 are incorporated into the California Code of Regulations,Title 14,Division 7,and Section 18985.1.As stated therein,the City is required to provide relevant information such as requirements,methods, and benefits to organic waste generators receiving organic waste collection services. SWMD requires a consultant for these services because public information and media services personnel are not contained within the division.The public information professionals will provide SWMD with a comprehensive public information and outreach program that will update,educate,and inform the City’s residential customers about food waste and organics waste in general. In accordance with Fresno Municipal Code Chapter 4, Article 1, and Administrative Order 6-19 (AO 6- 19),the DPU conducted a competitive process to select a consultant to provide professional services for the Project.A Request for Qualifications (RFQ)was posted on Planet Bids on February 1,2023. On March 8,2023,the City received five Statement of Qualifications (SOQ)packages from prospective consultants.Pursuant to AO 6-19,the RFQ required the consultants to provide detailed information regarding the experience of the firm and proposed team along with additional project related scope items necessary to perform the requested services.Upon review of the received SOQs and based upon established criteria and the proposed fee,Southwest Strategies,LLC,was selected as the firm providing the best value for the requested services. Staff recommends the approval of a two-year consultant services agreement to Southwest Strategies,LLC,for an amount not to exceed $299,744,for professional education and outreach services for City of Fresno residential food waste education and outreach program.The contract has been approved as to form by the City Attorney’s Office 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 By the definition provided in the California Environmental Quality Act Guidelines Section 15378 the approval of this agreement does not qualify as a "project'and is therefore exempt from the California Environmental Quality Act requirements. LOCAL PREFERENCE Local preference was not implemented for this professional services contract because this is funded through state grants. FISCAL IMPACT The expenditure will not have any impact on the General Fund.Funding for Public Education and Outreach services for the Department of Public Utilities is budgeted beginning FY 2024 in the DPU Solid Waste Management Enterprise Funds (Enterprise Funds]using SB 1383 Local Assistance Grant Program funding. City of Fresno Printed on 9/18/2023Page 2 of 3 powered by Legistar™ File #:ID 23-1154 Agenda Date:9/14/2023 Agenda #: 1.-O. Attachments: Attachment 1 - Consultant Services Agreement City of Fresno Printed on 9/18/2023Page 3 of 3 powered by Legistar™ DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 7/11/2023 CEO Chris Wahl 7/11/2023 President Elizabeth Hansen 7/11/2023 Clerk Attesting DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 1 2 3 4 5 6 EXHIBITC DISCLOSURE OF CONFLICT OF INTEREST City of Fresno Residential Food Waste Education and Outreach Program Are you currently in litigation with the City of Fresno or any of its agents? Do you represent any firm, organization, or person who is in litigation with the City of Fresno? Do you currently represent or perform work for any clients who do business with the City of Fresno? 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? 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? 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) o Additional page(s) attached. (City, State Zip) YES* NO □ □ □ □ □ □ □ □ □ □ □ DocuSign Envelope ID: 7B1DC4B8-A5FD-44D3-A3C8-19FEC60F9E57 None Chris Wahl 7/11/2023 X San Diego, CA 92101 X Southwest Strategies LLC 401 B Street, Suite 150 X X X X City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1298 Agenda Date:9/14/2023 Agenda #:1.-P. REPORT TO THE CITY COUNCIL FROM:SCOTT L. MOZIER, PE, Director Public Works Department BY:JILL M. GORMLEY, TE, Assistant Director Public Works Department, Traffic & Engineering Services Division JASON A. CAMIT, PLS, Chief Surveyor Public Works Department, Traffic & Engineering Services Division SUBJECT Actions pertaining to the summary vacation of a portion of a public street easement at the southeast corner of East Shaw Avenue and North Fresno Street (Council District 4): 1. Adopt a finding of Categorical Exemption per Environmental Assessment Number D-17-120 per staff determination, pursuant to Section 15332 Class 32 of the California Environmental Quality Act (CEQA) Guidelines 2. ***RESOLUTION - Ordering the summary vacation of a portion of a public street easement at the southeast corner of East Shaw Avenue and North Fresno Street RECOMMENDATIONS Staff recommends the City Council adopt a finding of Categorical Exemption per Environmental Assessment Number D-17-120 per staff determination, pursuant to Section 15305 Class 5 of the California Environmental Quality Act (CEQA) Guidelines and adopt the attached Resolution ordering the summary vacation of a portion of a public street easement at the southeast corner of East Shaw Avenue and North Fresno Street. EXECUTIVE SUMMARY Zinkin & Penny, LLC is requesting the proposed vacation of a portion of a public street easement at the southeast corner of East Shaw Avenue and North Fresno Street. The purpose of this proposed vacation is to accommodate improvements associated with Development Permit Application Number D-17-120, which is the construction of an approximately 2,240 square foot commercial retail AT&T building with associated parking and landscaping. BACKGROUND This public street easement was originally dedicated February 10, 2004 by Instrument Number 2004- 0030754, Official Records Fresno County. The purpose of this easement was to accommodate construction of sidewalk and driveway improvements. Development Permit Application Number D-17 City of Fresno Printed on 9/18/2023Page 1 of 2 powered by Legistar™ 9/14/2023 MK/LC 6-0 NOT SUBJECT TO MAYOR'S VETO. APPROVED ON CONSENT MA ABSENT. R. 2023-246. File #:ID 23-1298 Agenda Date:9/14/2023 Agenda #:1.-P. construction of sidewalk and driveway improvements.Development Permit Application Number D-17 -120 is proposing to move the existing driveway to the south.The proposed public street vacation will dispose of the excess public street right of way resulting from this driveway approach relocation. The Public Works Department,other City departments and utility agencies have reviewed the proposed vacation and determined the vacation of a portion of a public street easement at the southeast corner of East Shaw Avenue and North Fresno Street as described in Exhibit A and as shown on Exhibit B is not necessary at this location,said exhibits are included in the attached Resolution. The City is not disposing of any land and therefore the Surplus Land Act is not applicable. The City Attorney’s Office has approved the attached Resolution as to form. The vacation,if approved by Council,will become effective when the vacating resolution is recorded in the office of the Fresno County Recorder. ENVIRONMENTAL FINDINGS Staff has performed a preliminary environmental assessment of this project and has determined this project falls within the Categorical Exemption set forth in Section 15332 Class 32 of the California Environmental Quality Act (CEQA) Guidelines. None of the exceptions to Categorical Exemptions set forth in the CEQA Guidelines,Section 15300.2 apply to this project.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. LOCAL PREFERENCE Local preference does not apply because the vacation of a public street easement does not involve bidding or contracting. FISCAL IMPACT This vacation is located in Council District 4 and there will be no City funds involved with this vacation.Zinkin &Penny,LLC has paid all processing fees to cover staff cost in accordance with the Master Fee Schedule. Attachment(s): Vicinity Map EA-PW13213 Resolution City of Fresno Printed on 9/18/2023Page 2 of 2 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 NORTH ANNADALEBLACKSTONEFRESNOFIRSTMILLBROOK OLIVEFRUITWESTPALMBRYANOLIVE JENSEN BUTLER CHURCH TULARE MUSCAT BLYTHECHATEAU FRESNOHAYESGRANTLANDCHATEAUFRESNOHIGHLANDCENTRAL PROJECT SITE Project ID: PW13213 Council District: 4 PROPOSED VACATION OF A PORTION OF A PUBLIC STREET EASEMENT AT THE SOUTHEAST CORNER OF SHAW AVENUE AND FRESNO STREETN 01.530.75 Miles DEPARTMENT OF PUBLIC WORKS VICINITY MAP Legend City Limits District 4 CITY OF FRESNO CATEGORICAL EXEMPTION FOR DEVELOPMENT PERMIT D-17-120 STREET VACATION FILE NO. 13213 City of Fresno Planning and Development Department 2600 Fresno Street, 3rd Floor Fresno, CA 93721 Prepared by: Precision Civil Engineering, Inc. 1234 O Street Fresno, CA 93721 CITY OF FRESNO – Development Permit D-17-120 and Street Vacation File No. 13213 | 2 CITY OF FRESNO CATEGORICAL EXEMPTION ENVIRONMENTAL ASSESSMENT FOR DEVELOPMENT PERMIT APPLICATION NO. D-17-120 THE PROJECT DESCRIBED HEREIN IS DETERMINED TO BE CATEGORICALLY EXEMPT FROM THE PREPARATION OF ENVIRONMENTAL DOCUMENTS PURSUANT TO ARTICLE 19 OF THE STATE CEQA GUIDELINES 1 PROJECT TITLE: Development Permit Application No. D-17-120 (“Project” or “proposed Project”) APPLICANT: Zinkin & Penny, LLC PROJECT LOCATION: The Project site is located in Fresno, California on the southeast corner of North Fresno Street and East Shaw Avenue at 417 E Shaw Ave, Fresno, CA 93710 (Figure 1). The Project site consists of one (1) parcel that is 0.22 acres in size. The site is identified by Fresno County Assessor as Assessor’s Parcel Number (APN) 427-030-01. GENERAL PLAN DESIGNATION: The Project site has a planned land use designation of Commercial – Regional (Figure 2). ZONING: The Project site is within the Commercial Regional (Figure 3). PROJECT DESCRIPTION: The Applicant proposes the development of an approximately 2,240 square-foot (sf.) commercial retail shell building of the property located on the southeast corner of North Fresno Street and East Shaw Avenue at 417 East Shaw Avenue, Fresno, CA 93710. The Project site consists of one (1) parcel that is 0.22 acres in size. As part of the proposed Project, Development Permit No. D-17-120 and Variance No. V-17-009 were approved on June 21, 2018. Building Permit No. B22-14922 was issued on 1/24/2023 for tenant improvement for an AT&T store to be constructed in the new shell building while it was under construction pertaining Building Permit No. B22-0195. In addition, Signs Application No. P22-04668 was approved on 12/20/2022 and the Sign Permit No. B22-18834 was issued on 1/3/2023 for the installation of (3) illuminated outdoor signs. Currently, the Applicant proposes a Street Vacation of approximately 68.88 square feet along North Fresno Street (File No. 13213) (Figure 4). This vacation is an existing easement. 1 Public Resources Code 210000-21189 and California Code of Regulations, Title 14, Division 6, Chapter 3, Sections 15000- 15387 available from http://leginfo.ca.gov and http://ccr.oal.ca.gov CITY OF FRESNO – Development Permit D-17-120 and Street Vacation File No. 13213 | 3 The Project site is currently developed with the proposed 2,240-sf. commercial retail shell building with improvements along North Fresno Street and East Shaw Avenue, including curb, gutter, sidewalk, streetlight, etc. There are also parking stalls and landscaping that are currently under construction on the site. No water features exist on site. The building will be operated by AT&T for retail uses. Since physical development of the site has been approved and is under construction, the Project analyzed below only includes the proposed vacation. CITY OF FRESNO – Development Permit D-17-120 and Street Vacation File No. 13213 | 4 Figure 1. Project Regional Location CITY OF FRESNO – Development Permit D-17-120 and Street Vacation File No. 13213 | 5 Figure 2. General Plan Land Use Designation Map CITY OF FRESNO – Development Permit D-17-120 and Street Vacation File No. 13213 | 6 Figure 3. Zoning Map CITY OF FRESNO – Development Permit D-17-120 and Street Vacation File No. 13213 | 7 Figure 4. Signed Street Vacation Exhibit CITY OF FRESNO – Development Permit D-17-120 and Street Vacation File No. 13213 | 8 This project is exempt under Section 15332/Class 32 of the California Environmental Quality Act (CEQA) Guidelines. Under Section 15332/Class 32, the Project is exempt from CEQA requirements. Section 15332/Class 32 consists of projects characterized as in-fill development meeting conditions described below. 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. The following is an analysis of how the Project meets all conditions required to be exempt under Section 15332/Class 32 of the CEQA Guidelines. 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. According to the Fresno General Plan, the Project site has a planned land use designation of Commercial – Regional. The Commercial – Regional land use designation is intended to “meet local and regional retail demand, such as large-scale retail, office, civic and entertainment uses; shopping malls, with large format or “big-box” retail allowed; and supporting uses such as gas stations, and hotels. Buildings typically have relatively large footprints.” The proposed Project, an AT&T service/retail store, provides local retail demand, and is thus consistent with this land use designation. In addition, as shown in Table 1 below, the Project is generally consistent with the applicable General Plan policies for commercial development within the city. Table 1. Project Consistency with Applicable General Plan Policies Objective LU-6. Retain and enhance existing commercial areas to strengthen Fresno’s economic base and site new office, retail, and lodging use districts to serve neighborhoods and regional visitors. Implementing Policies Project Consistency LU-6-a. Design of Commercial Development. Foster high quality design, diversity, and a mix of amenities in new development with uses through the consideration of guidelines, regulations and design review procedures. Consistent. The Project has been reviewed and approved by the city’s planning department to ensure that the Project are compliant with regulations and design standards within the City of Fresno Municipal Code. LU-6-f. Auto-Oriented Commercial Uses. Direct highway-oriented and auto-serving commercial uses to locations that are compatible with the Urban Form policies of the General Plan. Ensure adequate buffering measures for adjacent residential uses, noise, glare, odors, and dust. Consistent. The Project site is in proximity with State Route 41. The Project is surrounded by commercial development to the north, south, east, and west. In addition, the Project operations includes an AT&T service store which would not create substantial noise, odors, or dust. Glare and lighting impacts are mitigated through compliance with the City of Fresno CITY OF FRESNO – Development Permit D-17-120 and Street Vacation File No. 13213 | 9 Municipal Code. As such, the Project is not anticipated to create substantial noise, glare, odors, and dust impacts to residential uses. Objective LU-2. Plan for infill development that includes a range of housing types, building forms, and land uses to meet the needs of both current and future residents. Implementing Policies Project Consistency LU-2-a. Infill Development and Redevelopment. Promote development of vacant, underdeveloped, and re-developable land within the City Limits where urban services are available by considering the establishment and implementation of supportive regulations and programs Consistent. The Project site is within and infill area surrounded by existing urbanized development. In addition, the site was previously developed with commercial uses (lock smith) a couple years ago. Therefore, the Project is consistent with the applicable general plan designation and all applicable general plan policies. The Project site is within the CR – Commercial Regional Zone District. According to Section 15-1201 of the Fresno Municipal Code, the “CR district is intended to meet local and regional retail demand, such as large-scale retail, office, civic and entertainment uses, shopping malls with large-format or "big-box" retail, and supporting uses such as gas stations and hotels. Buildings are typically larger-footprint and urban-scaled. Development and design standards will create a pedestrian-orientation within centers and along major corridors, with parking generally on the side or rear of major buildings, but automobile-oriented uses also will be accommodated on identified streets and frontages.“ According to use regulations for commercial districts, business services and general retail are permitted in the CR Zone District. The development of the Project has been reviewed and approved by the City during the entitlement review process to meet all applicable zoning regulations including but not limited to density, intensity, and massing development standards (FMC Section 15-1203), site design development standards (FMC Section 15- 1204), and façade design development standards (FMC Section 15-1205). Through compliance, it can be determined that the Project is consistent with the zoning designation and associated regulations. b) The proposed development occurs within city limits on a project site of no more than five acres substantially surrounded by urban uses. The Project site consists of one (1) parcel that is 0.22-acres in size. In addition, the proposed Street Vacation would decrease the size of the Project site by 68.88 square feet. The site is located within Fresno city limits. The site is designated by the Fresno General Plan for commercial use. Surrounding existing uses and structures include commercial uses to the north, south, east, and west. Existing uses within the broader Project vicinity (i.e., 0.25- mile radius) comprise a mix of commercial, residential, and public institutional uses. Thus, the Project occurs within city limits on a site with an area of work that is no more than five (5) acres and is substantially surrounded by urban uses. c) The project site has no value as habitat for endangered, rare, or threatened species. The existing biotic site conditions and resources can be defined primarily as urban. The CITY OF FRESNO – Development Permit D-17-120 and Street Vacation File No. 13213 | 10 Project site was previously developed with commercial use including a lock smith store, paved parking lot, and improvements. Currently, the Project site is under construction with a fully-built building. There are no existing natural elements on site such as vegetative cover, native trees and plant species, or water features. In addition, the site is within an established urban neighborhood and is surrounded by existing commercial, residential, and public institutional uses. Consequently, the site and surrounding area are highly disturbed and lack cover, vegetation, and water features that would otherwise provide habitat for special status species. Thus, the Project site has no value as a habitat for endangered, rare, or threatened species and no impact would occur as a result of the Project. d) Approval of the project would not result in any significant effects relating to traffic, noise, air quality, or water quality. i. Traffic. Senate Bill (SB) 743 requires that relevant CEQA analysis of transportation impacts be conducted using a metric known as vehicle miles traveled (VMT) instead of Level of Service (LOS). VMT measures how much actual auto travel (additional miles driven) a proposed project would create on California roads. If the project adds excessive car travel onto our roads, the project may cause a significant transportation impact. The State CEQA Guidelines were amended to implement SB 743, by adding Section 15064.3. Among its provisions, Section 15064.3 confirms that, except with respect to transportation projects, a project’s effect on automobile delay shall not constitute a significant environmental impact. Therefore, LOS measures of impacts on traffic facilities is no longer a relevant CEQA criteria for transportation impacts. CEQA Guidelines Section 15064.3(b)(4) states that “[a] lead agency has discretion to evaluate a project’s vehicle miles traveled, including whether to express the change in absolute terms, per capita, per household or in any other measure. A lead agency may use models to estimate a project’s vehicle miles traveled and may revise those estimates to reflect professional judgment based on substantial evidence. Any assumptions used to estimate VMT and any revision to model outputs should be documented and explained in the environmental document prepared for the project. The standard of adequacy in Section 15151 shall apply to the analysis described in this section.” On June 25, 2020, the City of Fresno adopted CEQA Guidelines for Vehicle Miles Traveled Thresholds, dated June 25, 2020, pursuant to Senate Bill 743 to be effective of July 1, 2020. The thresholds described therein are referred to herein as the City of Fresno VMT Thresholds. The City of Fresno VMT Thresholds document was prepared and adopted consistent with the requirements of CEQA Guidelines Sections 15064.3 and 15064.7. The December 2018 Technical Advisory on Evaluating Transportation Impacts in CEQA (Technical Advisory) published by the Governor’s Office of Planning and Research (OPR), was utilized as a reference and guidance document in the preparation of the Fresno VMT Thresholds. The City of Fresno VMT Thresholds adopted a screening standard and criteria that can be used to screen out qualified projects that meet the adopted criteria from needing to prepare a detailed VMT analysis. CITY OF FRESNO – Development Permit D-17-120 and Street Vacation File No. 13213 | 11 The City of Fresno VMT Thresholds Section 3.0 regarding Project Screening discusses a variety of projects that may be screened out of a VMT analysis including specific development and transportation projects. For development projects, conditions may exist that would presume that a development project has a less than significant impact. These may be size, location, proximity to transit, or trip‐making potential. The proposed Project is eligible to screen out because the Project is within 0.50-miles of a Transit Priority Area and a High-Quality Transit Area. In particular, the Project is within 0.25-miles from four (4) bus stops located on East Shaw Avenue and North Fresno Street (Route 09 and Route 32). As a result, the Project can be presumed to have a less than significant transportation impact pursuant to the Project Screening identified in the City of Fresno Guidelines for VMT Thresholds.2 In conclusion, the Project will result in a less than significant VMT impact and is consistent with CEQA Guidelines section 15064.3(b). ii. Noise. The Project site is an infill site located within an urban neighborhood surrounded by existing urban uses including commercial and residential uses. As such, there are existing ambient noise levels that are typical of these types of developments including traffic and transit. As such, there are existing ambient noise levels that are typical of these types of developments including traffic and transit. Development of the site for an AT&T service store would not generate a new, noise generating source that would not otherwise occur in the Project vicinity. In addition, the closest sensitive land uses (single-family residences) are more than 500 from the site. While the Project would require construction, construction-related noise impacts would be temporary, short-term, and subject to compliance with FMC Section 10-109, which limits construction hours. Operational uses would not create significant noise impacts since no amplifying system is proposed. For these reasons, the Project would not result in any significant effects relating to noise. iii. Air Quality. The Project would not have any significant effects relating to air quality pursuant to the San Joaquin Valley Air Pollution Control District (SJVAPCD) Small Project Analysis Level (SPAL) based on pre-quantified emissions and determined values related to project type, size, and number of vehicle trips. According to the SPAL, projects that fit specified descriptions are deemed to have a less than significant impact on air quality and as such are excluded from quantifying criteria pollutant emissions for CEQA purposes. Based on the Project description, the applicable land use types for the proposed Project include the Strip Mall (closest use type to service store). The corresponding thresholds for these land uses are shown in Table 2 below. 2 In accordance with SB 743, “Transit Priority Areas” are defined as “an area within one-half miles of a major transit stop that is existing or planned,” a “High-Quality Transit Area” is a corridor with fixed route bus service with service internals no longer than 15 minutes during peak commute hours,” and a “Major Transit Stop” means “a site containing an existing rail transit station, a ferry terminal served by either a bus or rail transit service, or the intersection of two or more major bus routes with a frequency of service of 15 minutes or less during the morning and afternoon peak commute periods.” CITY OF FRESNO – Development Permit D-17-120 and Street Vacation File No. 13213 | 12 Table 2. SPAL Thresholds for Applicable Uses Land Use Type: General Light Industrial Size/Unit Average Daily One- Way Trips for all fleet types (except HHDT) Average Daily One- Way for HHDT Trips only (50 mile trip length) SPAL Thresholds 49,600 sf. 375 7 Proposed Project 2,240 sf. 133 0 Below Threshold? Yes Yes Altogether, the proposed Project generates under the 375 ADT threshold and thus the Project would have a less than significant impact on air quality and is excluded from quantifying criteria pollutant emissions for CEQA purposes. iv. Water Quality. The Project site is an infill site that was previously developed. Development of the Project would require connections to existing utilities including water and stormwater systems. Further, runoff resulting from development of the site would be managed by the Fresno Municipal Flood Control District (FMFCD) in compliance with the Storm Drainage and Flood Control Master Plan in addition to approved grading and drainage plans. Thus, compliance with existing regulations including the General Construction Permit, BMPs, and Storm Drainage and Flood Control Master Plan would reduce potential impacts related to water quality and waste discharge to less than significant levels. e) The site can be adequately served by all required utilities and public services. i. Utilities and Service Systems. Because the site is previously developed and located within an urban neighborhood surrounded by existing uses, there is existing utility infrastructure including water, sewer, stormwater, natural gas, electricity, and telecommunication services to which the Project would connect. Further, the Project has been reviewed and approved by the City and responsible agencies through the entitlement review process. The entitlement review process ensured that the Project is developed in accordance with applicable regulations including the permitted density, intensity, and massing development standards. Consequently, the Project would be consistent with the planned land use previously accounted for in the Fresno General Plan and subsequent utility master plans including the 2020 Urban Water Management Plan and 2015 Wastewater Collection System Master Plan. For these reasons, it can be determined that the Project would not require or result in the relocation or construction of new or expanded facilities and thus, can be adequately served by all required utilities and service systems. ii. Public Services. The Project is located within Fresno city limits and thus, would be subject to fees for the construction, acquisition, and improvements for public services including fire protection, police protection, schools, parks and recreation, and other public facilities such as libraries and post offices. The Project has been reviewed and approved by the Fire Department, Police Department, and School District. As such, it can be determined that the Project would not result in the need for new or altered facilities and as a result, a less than significant impact would occur. CITY OF FRESNO – Development Permit D-17-120 and Street Vacation File No. 13213 | 13 Based on the analysis contained above, none of the exceptions to Categorical Exemptions set forth in the CEQA Guidelines, Section 15300.2 apply to this Project as analyzed in the following: a) Location. Classes 3, 4, 5, 6, and 11 are qualified by consideration of where the project is to be located – a project that is ordinarily insignificant in its impact on the environment may in a particularly sensitive environment be significant. Therefore, Class 3 is considered to apply all instances, except where the project may impact on an environmental resource of hazardous or critical concern where designated, precisely mapped, and officially adopted pursuant to law by federal, state, or local agencies. Classes 3 (New Construction or Conversion of Small Structures), 4 (Minor Alterations to Land), 5 (Minor Alterations in Land Use Limitations), 6 (Information Collection), and 11 (Accessory Structures) are not applicable to the proposed Project, therefore such location considerations are not applicable. b) Cumulative Impact. All exemptions for this class are inapplicable when the cumulative impact of successive projects of the same type in the same place, over time is significant. (“Cumulative Impact” is defined as the condition under which “two or more individual effects which, when considered together, are considerable or which compound or increase other environmental impacts,” pursuant to CEQA Guidelines Section 15355) The Project proposes a use that is consistent with and permitted by the Fresno General Plan and FMC. Adherence to the applicable policies and regulations would ensure that implementation of successive projects of the same type in the same place, over time would not constitute a significant, cumulative impact. c) Significant Effect. A categorical exemption shall not be used for an activity where there is a reasonable possibility that the activity will have a significant effect on the environment due to unusual circumstances. Based on the analysis provided above, the Project is not expected to have a significant effect on the environment due to unusual circumstances. The Project is proposed on a previously developed site within an urban neighborhood and there are no unusual circumstances with regard to the site, its location, or surroundings. The proposed senior center and housing are uses that are permitted within the planned land use designation and zone district. Since the site and surrounding area are already developed and the proposed use is permitted, and is easily accommodated on the site, there is no reasonable possibility that the activity would have a significant effect on the environment due to unusual circumstances. d) Scenic Highways. A categorical exemption shall not be used for a project which may result in damage to scenic resources within a highway officially designated as a state scenic highway. According to the California State Scenic Highway System Map, the Project is not located near a State-designated scenic highway and therefore, the Project would not damage scenic resources within a state scenic highway. e) Hazardous Waste Sites. A categorical exemption shall not be used for a project located on a site which is included on any list compiled pursuant to Section 65962.5 of the Government Code. The Project is not located on a site that is included in any list compiled pursuant to Section 65962.5 of the Government Code. CITY OF FRESNO – Development Permit D-17-120 and Street Vacation File No. 13213 | 14 A search of the California Department of Toxic Substance Control’s EnviroStor database 3 and the State Water Resources Control Board’s GeoTracker database 4 reveal no hazardous material release sites on the Project site. Thus, no impact would occur. f) Historical Resources. A categorical exemption shall not be used for a project which may cause a substantial adverse change in the significance of a historical resource. According to the Fresno General Plan, there are no local, state, or federal designated historical resources on the Project site or within the Project Area (i.e., ½-mile radius). Overall, the Project is consistent with the applicable general plan designation and policies as well as the applicable zoning designation and regulations. It occurs within city limits on a site less than five (5)-acres in size within an urbanized area. The highly disturbed site within an urbanized area has no value as habitat for endangered, rare, or threatened species. Further, the Project would not result in any significant effects relating to traffic, noise, air quality, or water quality and can be adequately served by all required utilities and public services. As such, 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: July 14, 2023 Prepared By: Precision Civil Engineering, Inc. Submitted by: Andrew Benelli, PE Assistant Director of Public Works City of Fresno (559) 621-8723 3 California Department of Toxic Substances Control. Envirostor. Accessed July 14, 2023, https://www.envirostor.dtsc.ca.gov/public/ 4 California State Water Resources Control Board. GeoTracker. Accessed July 14, 2023, https://geotracker.waterboards.ca.gov/ RESOLUTION NUMBER ----- A RESOLUTION OF THE COUNCIL OF THE CITY OF FRESNO, CALIFORNIA, ORDERING THE SUMMARY VACATION OF A PORTION OF A PUBLIC STREET EASEMENT ON THE SOUTHEAST CORNER OF EAST SHAW AVENUE AND NORTH FRESNO STREET WHEREAS, the Council has elected to proceed under the provisions of the Public Streets, Highways, and Service Easements Vacation Law (Division 9, Part 3 of the California Streets and Highways Code), and specifically Chapter 4 (commencing with Section 8330) thereof, to summarily vacate a portion of a public street easement at the southeast corner of East Shaw Avenue and North Fresno Street, as described on Exhibit A and as shown on Exhibit B, which are attached and incorporated in this Resolution; and WHEREAS, Zinkin & Penny, LLC is requesting the proposed vacation of a portion of a public street easement at the southeast corner of East Shaw Avenue and North Fresno Street; and WHEREAS, the purpose of this proposed vacation is to accommodate development associated with Development �ermit Application No. D-17-120, which is the construction of an approximately 2,240 square foot commercial retail A. T. & T. building with associated parking and landscaping; and WHEREAS, the Traffic and Engineering Services Division has reviewed this proposal and determined the portion of a public street easement at the southeast corner of East Shaw Avenue and North Fresno Street which is proposed to be vacated as described on Exhibit A and as shown on Exhibit B, is not necessary at this location; and WHEREAS, this action is being taken pursuant to the provisions of the Public 1 of 3 Date Adopted: Date Approved: Effective Date: City Attorney Approval: H:t Resolution No. Streets, Highways, and Service Easements Vacation Law (Cal. Sts. & Hy. Code§§ 8300- 8363). NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Fresno as follows: 1.The public interest and convenience require, and it is hereby ordered, that,, as of September 14, 2023, that portion of a public street easement at the southeast corner of East Shaw Avenue and North Fresno Street as described on Exhibit A and as shown on Exhibit B be vacated. 2.The City Clerk shall certify to the passage of this Resolution and shall file a certified copy, attested by the City Clerk under the seal of the City of Fresno, to be recorded in the Office of the County Recorder of the County of Fresno, State of California. 3.The City Clerk shall file a certified copy of the resolution for recordation in the Office once all work associated with this requirement has been accepted by the City Engineer or the Public Works Director. 4.This vacation shall become effective on the date this resolution is recorded. * * * * * * * * * * * * * * * 2 of 3 City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1302 Agenda Date:9/14/2023 Agenda #: 1.-Q. REPORT TO THE CITY COUNCIL FROM:SCOTT MOZIER, PE, Director Public Works Department RANDALL W. MORRISON, PE, Director Capital Projects Department BY:JESUS AVITIA, PE, Assistant Director Capital Projects Department, Transportation Project Management Division ABDUL BINMAHFODH, Engineer II Capital Projects Department, Transportation Project Management SUBJECT Approve a Third Amendment to the Consultant Service Agreement with SWCA Environmental Consultants, of San Luis Obispo, California in the amount of $18,426 to provide additional environmental and technical memoranda services for the Ashlan Avenue Widening Project, for a total contract value of $87,334 (Council District 1) RECOMMENDATION Staff recommends Council approve a Third Amendment to the Consultant Service Agreement (Agreement) with SWCA Environmental Consultants, in the amount of $18,426, to provide additional environmental and technical memoranda services on the Ashlan Avenue Widening Project between Polk Avenue and Cornelia Avenue and authorize the Capital Projects Director or designee to sign the Third Amendment to the Agreement on behalf of the City of Fresno (City). EXECUTIVE SUMMARY Due to design constraints, two parcels within the project limits will need to undergo full parcel acquisitions and relocation of existing tenants/owners. Therefore, the environmental assessment for the National Environmental Policy Act (NEPA) clearance must be revalidated to accommodate these full parcel acquisitions. To comply with the NEPA and California Environmental Quality Act (CEQA) requirements for the two full parcel acquisitions, additional studies and revisions are necessary per comments provided by the California Department of Transportation (Caltrans). Staff recommends approval of this Third Amendment to the Agreement with SWCA in the amount of $18,426 to provide additional environmental and technical memoranda services on the Ashlan Avenue Widening Project between Polk Avenue and Cornelia Avenue. City of Fresno Printed on 9/18/2023Page 1 of 3 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT APPROVED ON CONSENT File #:ID 23-1302 Agenda Date:9/14/2023 Agenda #: 1.-Q. BACKGROUND The Ashlan Avenue Widening Project will widen the eastbound section of Ashlan Avenue from one lane to two lanes between Polk Avenue and Cornelia Avenue.This project includes the installation of a sidewalk,Class II bike lanes,and a raised median on the eastbound side of Ashlan Avenue. Additionally,the project will involve the installation of new streetlights,curbs,gutters,curb ramps,the relocation of power poles,new traffic signal loops,and the installation of storm drain infrastructure. The preliminary engineering and design is locally funded through New Growth Area Major Street Impact Fees,while the right-of-way and construction phases are funded by the Surface Transportation Block Grant (STBG) Program administered through Caltrans. On October 06,2021,the City entered into a consultant agreement with SWCA to prepare environmental studies and technical memoranda for the Ashlan Avenue Widening Project.The Agreement underwent amendments in the past,including one on August 24,2022 (First Amendment) for additional environmental services supporting a CEQA determination.Another amendment on September 21,2021,extended the Consultant's performance period to complete Task 2 and additional services until December 30,2022.No additional compensation was provided with this Second Amendment. The City now desires to amend the Agreement with SWCA Environmental Consultants in the amount of $18,426 and authorize Capital Projects Director or designee to sign on behalf of the City.The SWCA team will prepare the required documentation to support NEPA and CEQA determinations for the proposed project.The modified scope of work additionally encompasses the complete acquisition of two parcels and the relocation of current tenants/owners. The City Attorney’s Office has reviewed and approved the amendment as to form. ENVIRONMENTAL FINDINGS By the definition provided in the California Environmental Quality Act (CEQA)Guidelines Section 15378 the contract amendment approval does not qualify as a project as defined by the CEQA. LOCAL PREFERENCE Local preference was not implemented for this project due to it being funded through a Federal STBG program, which precludes local preference. FISCAL IMPACT The Ashlan Avenue Widening Project from Polk Avenue to Cornelia Avenue,situated in Council District 1,will have no impact on the General Fund.The funding for this agreement will be sourced from New Growth Area Major Street Impact Fees,as included in the project budget adopted in the current fiscal year City Budget. Attachment(s): Third Amendment to the Agreement City of Fresno Printed on 9/18/2023Page 2 of 3 powered by Legistar™ File #:ID 23-1302 Agenda Date:9/14/2023 Agenda #: 1.-Q. Vicinity Map City of Fresno Printed on 9/18/2023Page 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 Ashlan Ave Widening between Cornelia and Polk Aves N 01.530.75 Miles DEPARTMENT OF PUBLIC WORKS VICINITY MAP Project ID:PW00891 Council District: 1 Ashlan Ave Widening between Cornelia and Polk Aves City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1337 Agenda Date:9/14/2023 Agenda #: 1.-R. REPORT TO THE CITY COUNCIL FROM:RANDALL W. MORRISON, PE, Director Capital Projects Department BILLY P. ALCORN, Fire Chief Fire Department BY:FRANCISCO V. MAGOS II, PE, Assistant Director Capital Projects Department, Utilities and On-Site Project Management Division MIKE MOONEYHAM, PE, Licensed Professional Engineer Capital Projects Department, Utilities and On-Site Project Management Division SUBJECT Actions pertaining to the New Fire Station 10 Project (Council District 7): 1. ***RESOLUTION - Adopting the 14 th Amendment of the Annual Appropriation Resolution (AAR) No. 2023-185 appropriating $756,700 in order to enter into a professional engineering services agreement with The Taylor Group Architects for design and construction services for permanent Fire Station 10 and to fund related City staff costs (Requires 5 Affirmative Votes) (Subject to Mayor’s Veto) 2. Approve an agreement for Professional Engineering Services with The Taylor Group Architects of Clovis, CA for $865,000, with a $80,000 contingency, for design and construction support services for the new Fire Station 10 RECOMMENDATIONS Staff recommends that Council adopt the 14 th Amendment to the Annual Appropriations Resolution (AAR) No. 2023-185 and approve a Consultant Services Agreement with The Taylor Group Architects of Clovis, California in the amount of $865,000, with a $80,000 contingency, for the design and preparation of construction documents for the new Fire Station 10 and authorize the Capital Projects Director or designee to execute the Agreement on behalf of the City of Fresno. EXECUTIVE SUMMARY The Fresno Fire Department (FFD) proposes to relocate Fire Station 10 from its current location between the Fresno Yosemite International Airport and Airways Golf Course to a site further east that will allow FFD to improve service to the growing eastern portion of the City of Fresno. Additionally, the new Fire Station 10 will be designed to accommodate additional staff to meet the demands of the City of Fresno Printed on 9/18/2023Page 1 of 3 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT R. 2023-247 APPROVED ON CONSENT File #:ID 23-1337 Agenda Date:9/14/2023 Agenda #: 1.-R. projected growth in this area. The contract for professional engineering design services and associated staff costs will be funded through the UGM Fire Station 10 Relocation Fund and proposed FY2024 appropriations from the UGM Citywide Facility Fees Fund.Council approval of the 14th Amendment to AAR 2023-185 and the consultant agreement is recommended in order to facilitate development of plans,cost estimates, and general construction contract documents necessary to complete the relocation of Fire Station 10. BACKGROUND The existing Fire Station 10 is located at 5545 Aircorp Way near Westover Avenue,between the Fresno Yosemite International Airport and Airways Golf Course and is a two-bay station staffed by a crew of three.The Fresno Municipal Code (FMC)requires all new commercial development to be within a three-mile travel distance from a fire station and all new residential development to be within a five-mile travel distance to allow for appropriate response time.Travel distance is defined as “the actual distance which must be traveled over public streets or rights of way from a fire station to reach the scene of a fire incident (FMC Section 12.4.501.5-G)”.Due to the continued growth of the eastern portion of the City of Fresno,commercial and residential developments exist that are greater than the three-mile distance from the nearest fire station (Fire Station 10 or Fire Station 15). In November 2018,Council approved actions pertaining to the acquisition of a portion of APN 310- 041-20 for the relocation of Fire Station 10.The parcel is located on the southwest corner of Clinton Avenue and Armstrong Avenue,which has since been renumbered to APN 574-050-01T.The site meets the FMC requirements by placing the new Fire Station 10 within a three-mile travel distance of all current City of Fresno developments in the area.The maximum travel distance from the new Fire Station 10 site to the eastern City limits is approximately two miles.The selected site for the new Fire Station 10 will allow for an increase in firefighting crew size and station capacity and will reduce response time and meet the demands of this growing area of eastern Fresno. In accordance with AO 6-19,staff advertised a Request for Qualifications (RFQ)on January 30, 2023,via PlanetBids and The Business Journal.Statements of Qualifications (SOQs)were received from three (3)architectural engineering firms and their qualifications were evaluated and rated by a committee of six (6)in accordance with the provisions of the RFQ.Interviews were conducted with all three (3)qualified respondents on April 12,2023,and The Taylor Group Architects was determined to be the most qualified.Staff negotiated a fee of $865,000,with a $80,000 contingency,for the preparation of plans,specifications,cost estimates,bidding support services,and construction support services for this project. Staff recommends Council approve the proposed agreement with The Taylor Group Architects in the amount of $865,000,with a $80,000 contingency,for the design and preparation of construction documents for the new Fire Station 10 and authorize the Capital Projects Director or designee to execute the Agreement on behalf of the City of Fresno. The City Attorney’s Office has reviewed and approved the proposed agreement as to form. ENVIRONMENTAL FINDINGS Design of plans and cost estimates are not a “project”pursuant to California Environmental Quality City of Fresno Printed on 9/18/2023Page 2 of 3 powered by Legistar™ File #:ID 23-1337 Agenda Date:9/14/2023 Agenda #: 1.-R. Design of plans and cost estimates are not a “project”pursuant to California Environmental Quality Act (CEQA) Guidelines § 15378. LOCAL PREFERENCE The Taylor Group Architects is a local business, as defined by the Fresno Municipal Code. FISCAL IMPACT The proposed project is located in Council District 7.The project will be funded through the proposed FY2024 appropriations from the UGM Citywide Facility Fees Fund ($756,700)and the UGM Fire Station 10 Relocation Fund,which was previously adopted in FY2024 budget ($272,500).Adoption of the attached amendment to the AAR will appropriate the necessary funds needed to complete the design phase of the project. Attachment(s): 14th Amendment of the Annual Appropriation Resolution Consultant Agreement Vicinity Map Location Map City of Fresno Printed on 9/18/2023Page 3 of 3 powered by Legistar™ Date Adopted: 1 of 2 Date Approved: Effective Date: Resolution No. RESOLUTION NO. ___________ A RESOLUTION OF THE COUNCIL OF THE CITY OF FRESNO ADOPTING THE 14th AMENDMENT TO THE ANNUAL APPROPRIATION RESOLUTION NO. 2023-185 TO APPROPRIATE $756,700 IN ORDER TO ENTER INTO A PROFESSIONAL ENGINEERING SERVICES AGREEMENT WITH THE TAYLOR GROUP ARCHITECTS FOR DESIGN AND CONSTRUCTION SERVICES FOR PERMANENT FIRE STATION 10 AND TO FUND RELATED CITY STAFF COSTS BE IT RESOLVED BY THE COUNCIL OF THE CITY OF FRESNO: THAT PART III of the Annual Appropriation Resolution No. 2023-185 be and is hereby amended as follows: Increase/(Decrease) TO: FIRE DEPARTMENT UGM Fire Citywide Facil Fees $756,700 THAT account titles and numbers requiring adjustment by this Resolution are as follows: UGM Fire Citywide Facil Fees Revenues: Account String: 3100-3137-2050-540-430101-20-5-0000-0000- $756,700 Total Revenues $756,700 Appropriations: Account String: 3100-3137-9999-000-651101-16-3-0000-0000- $ 38,900 3100-3137-9999-000-653302-16-3-0000-0000- 672,500 3100-3137-9999-000-653303-16-3-0000-0000- 500 3100-3137-9999-000-658026-16-3-0000-0000- 7,200 3100-3137-9999-000-859102-16-3-0000-0000- 6,600 3100-3137-9999-000-859105-16-3-0000-0000- 10,400 3100-3137-9999-000-859116-16-3-0000-0000- 800 3100-3137-9999-000-859117-16-3-0000-0000- 19,800 Total Appropriations $756,700 2 of 2 Increase/(Decrease) Project String: 169900006-PROJMGMT-N/A-3137PERS $ 32,000 169900006-PROJMGMT-N/A-3137IDBILL 16,900 169900006-SURVEY-N/A-3137PERS 6,900 169900006-SURVEY-N/A-3137IDBILL 3,700 169900006-DCNT-N/A-3137NONPER 672,500 169900006-ADMIN-N/A-3137NONPER 700 169900006-SPECPROJ-N/A-3137NONPER 7,000 169900006-RFP-N/A-3137IDBILL 17,000 Total Project Appropriations $756,700 THAT the purpose is to appropriate $756,700 to enter into a professional services agreement with the Taylor Group Architects for the Design and construction services for permanent Fire Station 10 and to fund related City staff costs. CLERK’S CERTIFICATION 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, California, at a regular meeting thereof, held on the Day of , 2023 AYES: NOES: ABSENT: ABSTAIN: Mayor Approval: , 2023 Mayor Approval/No Return: , 2023 Mayor Veto: , 2023 Council Override Veto: , 2023 TODD STERMER, CMC City Clerk BY: ____________________________ Deputy 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 New Fire Station 10 N 0 1.5 30.75 Miles Project ID: XC00048Council District: 7 New Fire Station 10APN 57405001T VICINITY MAP DEPARTMENT OFPUBLIC WORKS District 7 City_Limits CAPITALPROJECTS DEPARTMENT Copyright nearmap 2015 New Fire Station 10APN 57405001T Project ID: XC00048 Council District: 7 LOCATION MAPN 0 60 12030 Feet DEPARTMENT OFPUBLIC WORKS Exhibit A NEW FIRE STATION 10 Legend New Fire Station E. Clinton Ave.N. Armstrong Ave.CAPITAL PROJECTS DEPARTMENT City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1304 Agenda Date:9/14/2023 Agenda #: 1.-S. REPORT TO THE CITY COUNCIL FROM:GREGORY A. BARFIELD, M.A., Interim Director Department of Transportation BY:RODOLFO CASTRO, Fleet Manager Department of Transportation BLAKE RINCON, Fleet Operations Specialist Department of Transportation SUBJECT Approval of a Product Purchase Utilizing a Washington Statewide Contract with Gillig LLC. for Twelve (12) 40’ Low Floor CNG buses in the amount of $11,020,284. RECOMMENDATION Staff recommends approval of a product purchase utilizing a Washington statewide contract with Gillig LLC. for twelve (12) 40’ low floor CNG buses in the amount of $11,020,284. EXECUTIVE SUMMARY The Department of Transportation/Fresno Area Express (FAX) seeks to purchase twelve (12) 40’ Low Floor Compressed Natural Gas (CNG) buses from Gillig LLC (Gillig). This purchase is part of the FAX effort to: replace vehicles that have exceeded their useful life, improved quality and reliability of service, and allow for the compliance with the California Air Resource Board (CARB) Innovative Clean Transit (ICT) regulation. This contract is a State Cooperative Purchasing Schedule Contract (SCPC) under Section 3019 of the FAST Act and compliant with FTA Guidelines. The state of Washington, through the Department of Enterprise Services (DES), has contracted with Gillig to provide transit buses and related equipment to multiple participants, including transit organizations from other states. The contract incorporates FTA required clauses and certifications. BACKGROUND City of Fresno Printed on 9/18/2023Page 1 of 2 powered by Legistar™ 9/14/2023 MK/LC 6-0 MA ABSENT APPROVED ON CONSENT File #:ID 23-1304 Agenda Date:9/14/2023 Agenda #: 1.-S. CARB issued the ICT regulation, effective October 1, 2019, requiring all transit agencies to gradually transition all bus and paratransit vehicles to a 100 percent zero-emission fleet by 2040. To meet this goal, FAX developed our ICT Transition Plan, which was approved by Council on June 18, 2020. Per the schedule detailed in the ICT Transition Plan, FAX must procure a mix of compressed natural gas (CNG) buses, battery electric buses (BEBs), and hydrogen fuel cell electric buses (FCEBs) to meet our service requirements. The CNG buses from this procurement will replace aging CNG rolling stock deemed past its useful business life. FAX believes one more order of CNG buses will need to occur. FAX sought competitively bid cooperative agreements for CNG buses at a discounted rate in April of 2023. FAX staff has evaluated Gillig’s proposal and determined the contents of the cooperative purchase meet both City and Federal procurement requirements. Staff also conducted a price analysis, and determined the CNG bus cost is found to be fair and reasonable. The cooperative purchase agreement also conforms to the requirements of FTA C 4220. 1F, Chapter IV, 2(14)(i), which dictates that rolling stock agreements must not exceed the five-year limit. It is the recommendation of staff that City Council approve the use of Washington State Cooperative Purchase #06719 to procure twelve (12) Gillig 40’ CNG buses. ENVIRONMENTAL FINDINGS Pursuant to California Environmental Quality Act (CEQA) Guidelines Section 15378, this vehicle purchase does not constitute a project for the purposes of CEQA. LOCAL PREFERENCE Local preference is not applicable as federal funds preclude the use of local preference. FISCAL IMPACT There is no fiscal impact to the General Fund from this action. Purchases from this contract shall be funded primarily through FTA Program 5339(c) funds. FAX enterprise funds will make up the required local match. Appropriations were included and are available in the FAX FY2024 budget. Attachments: State Cooperative Purchasing Contract Gillig Quote City of Fresno Printed on 9/18/2023Page 2 of 2 powered by Legistar™ WASHINGTON STATE TRANSIT BUS COOPERATIVE STATE COOPERATIVE PURCHASING SCHEDULE MASTER CONTRACT NO. 06719-01 TRANSIT BUSES: HEAVY DUTY 30 FT DIESEL, 35 FT DIESEL, 40 FT DIESEL 35 FT HYBRID, 40 FT HYBRID, 30 FT CNG, 35 FT, CNG, 40 FT CNG, 35 FT ELECTRIC, 40 FT ELECTRIC CATEGORIES For Use by Washington State Transit Bus Cooperative Participants By and Between STATE OF WASHINGTON DEPARTMENT OF ENTERPRISE SERVICES and GILLIG LLC Dated April 1, 2021 MASTER CONTRACT NO. 06719-01 PAGE 1 WASHINGTON STATE TRANSIT BUS COOPERATIVE STATE COOPERATIVE PURCHASING SCHEDULE MASTER CONTRACT NO. 06719 TRANSIT BUS – HEAVY DUTY 30 FT DIESEL, 35 FT DIESEL, 40 FT DIESEL 35 FT HYBRID, 40 FT HYBRID, 30 FT CNG, 35 FT, CNG, 40 FT CNG, 35 FT ELECTRIC, 40 FT ELECTRIC CATEGORIES This Master Contract (“Master Contract”) is made and entered into by and between the State of Washington acting by and through the Department of Enterprise Services, a Washington State governmental agency (“Enterprise Services”) and Gillig LLC, a California company (“Contractor”) and is dated and effective as of April 1, 2021. RECITALS A.Whereas, pursuant to Legislative direction codified in RCW chapter 39.26, Enterprise Services, on behalf of the State of Washington, is authorized to develop, solicit, and establish master contracts for goods and/or services for general use by Washington state agencies and certain other entities (eligible Participants). B.Whereas, pursuant to RCW 39.26.060, Enterprise Services may develop, solicit, and establish cooperative purchasing agreements for procurement of any goods or services with one or more states, state agencies, local governments, local government agencies, federal agencies, or tribes located in the state, in accordance with an agreement entered into between the participants. C.Whereas, pursuant to Section 3019 of the FAST Act, the State of Washington acting by and through Enterprise Services, may enter into a cooperative procurement contract with one or more vendors if the vendors agree to provide an option to purchase rolling stock and related equipment to such State government and any other participant and such State government acts throughout the term of the contract as the lead procurement agency. D.The State of Washington, acting by and through Enterprise Services is a member of and the lead procurement for the Washington State Transit Bus Cooperative. The Washington State Transit Bus Cooperative is a cooperative purchasing agreement for eligible participants to procure transit buses through a competitively solicited and awarded Cooperative Master Contract. E.Whereas, on behalf of the State of Washington, Enterprise Services, as part of a competitive governmental procurement, issued a Competitive Solicitation No. 06719-01 dated March 4, 2020 regarding Heavy Duty Transit Buses. F.Whereas, Enterprise Services evaluated all responses to the Competitive Solicitation and identified Contractor as an apparent successful bidder. MASTER CONTRACT NO. 06719-01 PAGE 2 G.Whereas, Enterprise Services has determined that entering into this Master Contract will meet the identified needs and be in the best interest of the State of Washington and the Washington State Transit Bus Cooperative. H.Whereas, the purpose of this Master Contract is to enable eligible Participants to purchase Transit Buses as set forth herein. AGREEMENT NOW THEREFORE, in consideration of the mutual promises, covenants, and conditions set forth herein, the parties hereto hereby agree as follows: 1.TERM. The term of this Master Contract is twenty-four (24) months, commencing April 1, 2021 and ending March 31, 2023; Provided, however, that Enterprise Services at is sole discretion may extend the term for three (3) subsequent twelve (12) month extensions if Contractor is not in default; and provided further, that in no event shall such term be extended if Contractor cannot meet the required certifications of this Contract. The maximum contract term is sixty (60) months, ending March 31, 2026. 2.ELIGIBLE PARTICIPANTS. This Master Contract may be utilized by any of the following types of entities (“Participants”): 2.1. WASHINGTON STATE AGENCIES. All Washington state agencies, departments, offices, divisions, boards, and commissions. 2.2. WASHINGTON STATE INSTITUTIONS OF HIGHER EDUCATION (COLLEGES). Any the following institutions of higher education in Washington: State universities – i.e., University of Washington & Washington State University; Regional universities – i.e., Central Washington University, Eastern Washington University, & Western Washington University Evergreen State College; Community colleges; and Technical colleges. 2.3. MCUA PARTIES. Any of the following types of entities that have executed a Master Contract Usage Agreement with Enterprise Services: Political subdivisions (e.g., counties, cities, school districts, public utility districts) in the State of Washington; Federal governmental agencies or entities; Public-benefit nonprofit corporations (i.e., § 501(c)(3) nonprofit corporations that receive federal, state, or local funding); and Federally-recognized Indian Tribes located in the State of Washington. 2.4. TRANSIT BUS COOPERATIVE PARTIES. Any authorized entity that has executed a Washington State Transit Bus Cooperative Purchasing Agreement with Enterprise Services. The following types of entities are anticipated to execute a Washington State Transit Bus Cooperative Purchasing Agreement: MASTER CONTRACT NO. 06719-01 PAGE 3 State agencies, local governments, local government agencies, or political subdivisions (e.g., counties, cities, school districts, public utility districts, ports) of any state or territory of the United States; Federal governmental agencies or entities located in any state or territory of the United States; and Federally-recognized Indian Tribes located in any state or territory of the United States 3.SCOPE – INCLUDED GOODS AND PRICE. 3.1. CONTRACT SCOPE. Pursuant to this Master Contract, Contractor is authorized to sell only those Transit Buses within the scope of their authorized goods meeting the requirements set forth in Exhibit A – Included Transit Buses for the prices set forth in Exhibit B – Prices. Contractor shall not represent to any Participant under this Master Contract that Contractor has contractual authority to sell any Transit Buses beyond those meeting the requirements set forth in Exhibit A –Included Transit Buses. 3.2. STATE’S ABILITY TO MODIFY SCOPE OF MASTER CONTRACT. Subject to mutual agreement between the parties, Enterprise Services reserves the right to modify the goods included in this Master Contract; Provided, however, that any such modification shall be effective only upon thirty (30) days advance written notice; and Provided further, that any such modification must be within the scope of this Master Contract. Enterprise Services may, at any time, without notice to Contractor by written order designated or indicated to be a change order, make changes within the general scope of the contract to adjust the quantities of Transit Buses purchased under this Master Contract. 3.3. PARTICIPANT CHANGE ORDERS. (a) Participants may, at any time, by written order designated or indicated to be a change order, make changes in their Purchase Order within the general scope of this Master Contract, including changes: (1) In the specifications; (2) In the method or manner of performance of the work; (3) In the price sheet to include additional options within the scope of the contract; (4) In the delivery performance of the work; or (5) In additional requirements for compliance with state or federal law. (b)Any other written or oral order (which includes direction, instruction, interpretation, or determination) from the Participant that causes a change shall be treated as a change order under this clause; provided, that Contractor gives the Participant written notice stating (1) the date, circumstances, and source of the order and (2) that Contractor regards the order as a change order. (c)Except as provided in this clause, no order, statement, or conduct of the Participant shall be treated as a change under this clause or entitle Contractor to an equitable adjustment. (d)If any change under this clause causes an increase or decrease in Contractor’s cost of, or the time required for, the performance of any part of the work under this Master Contract, whether or not changed by any such order, the Participant will make an equitable adjustment and modify the Purchase Order in writing. However, except for an adjustment based on defective specifications, no adjustment for any change under this clause shall be made for any costs incurred more than twenty (20) days before Contractor gives written notice as required. In the case of defective specifications for which the Participant is responsible, the equitable adjustment shall include any increased cost MASTER CONTRACT NO. 06719-01 PAGE 4 reasonably incurred by the Contractor in attempting to comply with the defective specifications. (e) Contractor will assist Participant in obtaining all of the requested cost details as may be required for FTA assisted purchases. Failure to respond or provide needed details may be grounds for the Participant to cancel the purchase without penalty. (f) The Contractor must assert its right to an adjustment under this clause within 30 days after 1. receipt of a written change order under paragraph (a) of this clause or 2. the furnishing of a written notice under paragraph (b) of this clause, by submitting to the Contracting Officer a written statement describing the general nature and amount of proposal, unless this period is extended by the Participant. The statement of proposal for adjustment may be included in the notice under paragraph (b) above. (g) No proposal by the Contractor for an equitable adjustment shall be allowed if asserted after final payment under this Master Contract. (h) This clause does not supersede FTA Circular C 4220.1F. 3.4. ECONOMIC ADJUSTMENT. Beginning twelve (12) months after the effective date of this Master Contract and for every annual anniversary thereafter, the prices set forth in Exhibit B shall be adjusted, based upon the percent changes (whether up or down) in the United States Department of Labor, Bureau of Labor and Statistics (BLS) indices described below, for the most recent year. The Index is the Producer Price Index for Truck and Bus Bodies, Series No. WPU 1413, published by the United States Department of Labor, Bureau of Labor Statistics, or if such Index is no longer in use, then such replacement that is most comparable to the Index as may be designated by the Bureau of Labor Statistics, or as agreed by the parties. Economic adjustment will lag one (1) calendar quarter past the Master Contract commencement date to allow for publication of BLS data. All calculations for the index shall be based upon the latest version of data published as of April 1 each year. Prices shall be adjusted on June 1. If an index is recoded, that is the replacement is a direct substitute according to the BLS, this Master Contract will instead use the recode. If an index becomes unavailable, Enterprise Services shall substitute a proxy index. If there is not a direct substitute, the next higher aggregate index available will be used. The economic adjustment shall be calculated as follows: New Price = Old Price x (Current Period Index/Base Period Index). 3.5. PRICE CEILING. Although Contractor may offer lower prices to Participants, during the term of this Master Contract, Contractor guarantees to provide the Heavy Duty Transit Buses at no greater than the prices set forth in Exhibit B – Prices for Heavy Duty Transit Buses (subject to economic adjustment as set forth herein). 3.6. GOODS AND SERVICES ADDITION. Contractor may offer new goods and services within the scope of the authorized goods set forth in Exhibit A – Included Transit Buses to Participants to implement new technology solutions or meet specific Participant requirements. Goods and services added to purchase orders under the Master Contract must be commercially available at the time they are added and fall within the original scope of the Master Contract. 3.7. PRICING OF GOODS AND SERVICE ADDITIONS. Prices for additional Transit Bus goods and services performed under this Master Contract follow cost reimbursement rules under 4220.1F Ch VI, MASTER CONTRACT NO. 06719-01 PAGE 5 2.c(1). Cost-reimbursement provides for payment of Contractor’s allowable incurred costs, to the extent agreed to in the Contractor’s agreement with the Participant. Participants are required to include FAR Part 31 cost principles in their cost reimbursement contracts for the purpose of determining allowable costs under the contract. Contract shall comply with Participants’ requests in determining reasonable prices, including but not limited to providing a breakdown of relevant incurred costs or individual component pricing to Participant upon request. A dispute on the reimbursement costs will follow the dispute procedures of this Master Contract. 3.8. MASTER CONTRACT INFORMATION. Enterprise Services shall maintain and provide information regarding this Master Contract, including scope and pricing, to eligible Participants. 4. CONTRACTOR REPRESENTATIONS AND WARRANTIES. Contractor makes each of the following representations and warranties as of the effective date of this Master Contract and at the time any order is placed pursuant to this Master Contract. If, at the time of any such order, Contractor cannot make such representations and warranties, Contractor shall not process any orders and shall, within three (3) business days notify Enterprise Services, in writing, of such breach. 4.1. QUALIFIED TO DO BUSINESS. Contractor represents and warrants that it is in good standing and qualified to do business in the State of Washington, that it is registered with the Washington State Department of Revenue and the Washington Secretary of State, that it possesses and shall keep current all required licenses and/or approvals, and that it is current, in full compliance, and has paid all applicable taxes owed to the State of Washington. Contractor represents and warrants that it is or will be qualified to do business in other applicable states for purchases under this Master Contract with each of the Washington State Transit Bus Cooperative member states, including but not limited to Alaska, Idaho, Oregon, Colorado, Montana, and Nevada. 4.2. SUSPENSION & DEBARMENT. Contractor represents and warrants that neither it nor its principals or affiliates presently are debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in any governmental contract by any governmental department or agency within the United States. 4.3. QUALITY OF GOODS OR SERVICES. Contractor represents and warrants that any Transit Bus sold pursuant to this Master Contract shall be merchantable, shall conform to this Master Contract and Participant’s Purchase Order, shall be fit and safe for the intended purposes, shall be free from defects in materials and workmanship, and shall be produced and delivered in full compliance with applicable law. Contractor further represents and warrants it has clear title to the goods and that the same shall be delivered free of liens and encumbrances and that the same do not infringe any third party patent. The rights and remedies of the parties under this warranty are in addition to any other rights and remedies of the parties provided by law or equity, including, without limitation, actual damages, and, as applicable and awarded under the law, to a prevailing party, reasonable attorneys’ fees and costs. Whenever under the Master Contract or Purchase Order it is provided that Contractor shall furnish materials or manufactured components or shall do work for which no detailed specifications are set forth, the work performed shall be in full conformity and harmony with the intent to secure the best standards of manufacture in the work as a whole or in part. No advantage shall be taken by Contractor in the omission of any part or detail which goes to make the Transit Buses complete and ready for service, even though such part or detail is not mentioned in the specifications or in Contractor's approved design. 4.4. EXECUTIVE ORDER 18-03 – WORKERS’ RIGHTS (MANDATORY INDIVIDUAL ARBITRATION). Contractor represents and warrants, as previously certified in Contractor’s bid submission, that Contractor MASTER CONTRACT NO. 06719-01 PAGE 6 does NOT require its employees, as a condition of employment, to sign or agree to mandatory individual arbitration clauses or class or collective action waivers. Contractor further represents and warrants that, during the term of this Contract, Contractor shall not, as a condition of employment, require its employees to sign or agree to mandatory individual arbitration clauses or class or collective action waivers. 4.5. OREGON REVISED STATUTE 279A.112. Contractor represents and warrants, as previously certified in Contractor’s bid submission, that their firm has a written policy and practice preventing sexual harassment, sexual assault and discrimination against employees who are members of a protected class. 4.6. EMISSIONS INFORMATION. Contractor represents and warrants, as previously certified in Contractor’s bid submission, that their firm has a written policy and practice to assess and provide accurate emission information on products to Participants. 4.7. SUSTAINABILITY POLICY. Contractor represents and warrants, as previously certified in Contractor’s bid submission, that their firm has a written policy and practice, detailing own sustainability policies and programs in place and to provide services in line with the principles established therein. 4.8. PROCUREMENT ETHICS & PROHIBITION ON GIFTS. Contractor represents and warrants that it complies fully with all applicable procurement ethics restrictions including, but not limited to, restrictions against Contractor providing gifts or anything of economic value, directly or indirectly, to Participants’ employees. 4.9. WASHINGTON’S ELECTRONIC BUSINESS SOLUTION (WEBS). Contractor represents and warrants that it is registered in Washington’s Electronic Business Solution (WEBS), Washington’s contract registration system and that, all of its information therein is current and accurate and that throughout the term of this Master Contract, Contractor shall maintain an accurate profile in WEBS. 4.10. STATEWIDE PAYEE DESK. Contractor represents and warrants that it is registered with the Statewide Payee Desk, which registration is a condition to payment. 4.11. COOPERATIVE MASTER CONTRACT PROMOTION; ADVERTISING AND ENDORSEMENT. Contractor represents and warrants that it shall use commercially reasonable efforts both to promote and market the use of this Master Contract with eligible Participants and to ensure that those entities that utilize this Master Contract are eligible Participants. Contractor understands and acknowledges that neither Enterprise Services nor Participants are endorsing Contractor’s goods and/or services or suggesting that such goods and/or services are the best or only solution to their needs. Accordingly, Contractor represents and warrants that it shall make no reference to Enterprise Services, any Participant, or the State of Washington in any promotional material without the prior written consent of Enterprise Services. 4.12. MASTER CONTRACT TRANSITION. Contractor represents and warrants that, in the event this Master Contract or a similar contract resulting from the Cooperative, is transitioned to another contractor (e.g., Master Contract expiration or termination), Contractor shall use commercially reasonable efforts to assist Enterprise Services for a period of sixty (60) days to effectuate a smooth transition to another contractor to minimize disruption of service and/or costs to the State of Washington. MASTER CONTRACT NO. 06719-01 PAGE 7 4.13. VEHICLE TITLE & REGISTRATION. Contractor represents and warrants that upon payment in full, Contractor shall convey to Participant all necessary paperwork, including a “manufacturer’s statement of origin” (MSO) and applicable state title application to register the Transit Bus with the Participant’s applicable state licensing authority at the time of delivery. 4.14. WAGE VIOLATIONS. Contractor represents and warrants that, during the term of this Master Contract and the three (3) year period immediately preceding the award of the Master Contract, it is not determined, by a final and binding citation and notice of assessment issued by the Washington Department of Labor and Industries or through a civil judgment entered by a court of limited or general jurisdiction, to be in willful violation of any provision of Washington state wage laws set forth in RCW chapters 49.46, 49.48, or 49.52. 4.15. PAY EQUITY. Contractor represents and warrants that, among its workers, similarly employed individuals are compensated as equals. For purposes of this provision, employees are similarly employed if the individuals work for the same employer, the performance of the job requires comparable skill, effort, and responsibility, and the jobs are performed under similar working conditions. Job titles alone are not determinative of whether employees are similarly employed. Contractor may allow differentials in compensation for its workers based in good faith on any of the following: a seniority system; a merit system; a system that measures earnings by quantity or quality of production; a bona fide job-related factor or factors; or a bona fide regional difference in compensation levels. A bona fide job-related factor or factors may include, but not be limited to, education, training, or experience that is: consistent with business necessity; not based on or derived from a gender-based differential; and accounts for the entire differential. A bona fide regional difference in compensation level must be consistent with business necessity; not based on or derived from a gender-based differential; and account for the entire differential. Notwithstanding any provision to the contrary, upon breach of warranty and Contractor’s failure to provide satisfactory evidence of compliance within thirty (30) days, Enterprise Services may suspend or terminate this Master Contract and any Participant hereunder similarly may suspend or terminate its use of the Master Contract and/or any agreement entered into pursuant to this Master Contract. MASTER CONTRACT NO. 06719-01 PAGE 8 5. USING THE MASTER CONTRACT – PURCHASES. 5.1. ORDERING REQUIREMENTS. Participants shall order Transit Buses from this Master Contract, consistent with the terms hereof and by using any ordering mechanism agreeable both to Contractor and Participant but, at a minimum, including the use of a purchase order. When practicable, Contractor and Participant also shall use telephone orders, email orders, web-based orders, and similar procurement methods (collectively “Purchase Order”). All order documents must reference the Master Contract number. Consistent with Participant’s procurement authority, Participant may propose and negotiate additional terms with the applicable Contractor to meet Participant’s needs, subject to agreement with the applicable Contractor. Under no circumstances will Participant’s agreements change or modify the contract obligations of this Master Contract. The terms of this Master Contract shall apply to any Purchase Order and, in the event of any conflict, the terms of this Master Contract shall prevail. Notwithstanding any provision to the contrary, in no event shall any ‘click-agreement,’ software or web-based application terms and conditions, or other agreement modify the terms and conditions of this Master Contract. 5.2. APPROVAL OF PURCHASES. Enterprise Services and, if the Participant is using FTA funds, the Participant’s respective authorization authority for use of those FTA funds shall approve the Participant’s initial Purchase Order. Enterprise Services shall review the Purchase Order and approve that the purchase is within the Scope of the Master Contract. The Participant’s respective authorization authority for use of those FTA funds will approve the purchase according to their own policies and procedures. Participant and Contractor shall provide timely information as requested by Enterprise Services for the approval process. 5.3. CONTRACTOR COOPERATIVE USE APPROVAL. Pursuant to RCW 39.26.060, the intent of this Contract is to allow for cooperative procurement to the maximum extent possible. Accordingly, any authorized entity that has executed a Washington State Transit Bus Cooperative Purchasing Agreement with Enterprise Services may place orders under this Master Contract. Participation in the cooperative is voluntary. If agreed to by Contractor, this Contract may be used by any participant in the cooperative to procure the Transit Buses. Contractor has the right to refuse initial orders by cooperative participants on a capacity basis, if the Contractor cannot fulfill the complete order based on delivery deadlines. Orders under this Contract will be fulfilled on a first come, first serve basis of the initial order date. If Contractor rejects an order for capacity, Enterprise Services may request additional information from the Contract regarding Contractor’s capacity to fulfill orders. 5.4. FTA PRE-AWARD AND POST-DELIVERY CERTIFICATIONS. Contractor shall take all reasonable steps assist Participants in completing all required pre-award and post-delivery certifications required by federal or state law or policy for purchases under this Master Contract. Contractor shall provide all requested information to complete the certifications in a reasonable time to ensure certifications are completed in a timely manner. 5.5. DELIVERY REQUIREMENTS. Contractor must ensure that delivery of Transit Buses will be made as required by this Master Contract, the Purchase Order used by Participants, or as otherwise mutually agreed in writing between the Participant and Contractor. The following apply to all deliveries: (a) Contractor shall make all deliveries to the applicable delivery location specified in the Purchase Order by the delivery date. The delivery date must be within 18 months of the initial order date, as stated in the Purchaser Order or agreement between Participant and MASTER CONTRACT NO. 06719-01 PAGE 9 Contractor; provided however that the Participant and Contractor may amend the delivery date by mutual agreement. Deliveries shall occur during Participant’s normal work hours and within the time period mutually agreed in writing between Participant and Contractor at the time of order placement. (b)Contractor shall deliver all buses with a full tank of fuel and clean inside and out. For any bus not meeting this requirement, Contractor will be assessed $300. When Transit Buses are delivered, certificates or releases signed by Participant simply acknowledge receipt of the Transit Buses and do not constitute acceptance by the Participant of the condition of the Transit Buses, or its conformance with the terms of the Master Contract or Participant’s Purchase Order. Acceptance by Participant occurs subsequent to final inspection when Participant provides Contractor with a written Notice of Acceptance. (c)Contractor shall ship or deliver all goods and/or services purchased pursuant to this Master Contract, freight charges prepaid by Contractor, FOB Participant’s specified destination with all transportation and handling charges included. Contractor shall bear all risk of loss, damage, or destruction of the goods and/or services ordered hereunder that occurs prior to delivery, except loss or damage attributable to Participant’s negligence. Contractor shall use a qualified and experienced common or contract carrier who is properly licensed and insured. Contractor shall make all arrangements for shipment. (d)All packing lists, packages, instruction manuals, correspondence, shipping notices, shipping containers, and other written materials associated with this Master Contract shall be identified by the Master Contract number set forth on the cover of this Master Contract and the applicable Participant’s Purchase Order number. Packing lists shall be included with each shipment and clearly identify all contents and any backorders. 5.6. PROTOTYPE BUSES. If requested by Participant, Contractor shall produce one prototype bus for each type of bus with respect to the Purchase Order for inspection and testing at the Participant’s facilities. The prototype bus will demonstrate that the bus fully meets all requirements of the Purchase Order. Contractor shall produce and deliver the prototype bus to Participant for inspection and testing a minimum of one-hundred twenty (120) days prior to initiation of any production activities for the remaining buses unless otherwise authorized in writing by Participant. The cost of transporting the prototype bus to and from the Participant’s facilities shall be at the expense of Contractor. Contractor shall schedule the prototype review with the Participant when a vehicle has been completed with all equipment and furnishings installed, but early enough so design changes resulting from the review will not delay production or cause scrapping of production material. In the event of nonconformity Participant shall, to the extent practicable, notify Contractor of said nonconformity. No later than seven (7) days after the end of the fourteen (14) day test, Participant shall issue a written report to the Contractor that advises the Contractor of any noncompliance issues and/or any proposed modifications or changes required on the remaining vehicles. Any failure by Participant to detect any defects or omissions in this testing period will in no way relieve Contractor from fully complying with the specifications of the Master Contract and Participant Order. All prototype buses shall be brought up to the final production bus configuration in all respects at no additional cost to Participant, except as may be agreed by change orders. MASTER CONTRACT NO. 06719-01 PAGE 10 5.7. NOTIFICATION OF DELAY. Contractor shall provide prompt notice to Participant and Enterprise Services for any delay in the manufacturing process that will affect the expected delivery date. Contractor will provide notice of the delay within fourteen (14) days of discovery of the potential delay. This notice of delay must include a reasonable expectation of when the delay will be resolved, the reason for the delay, whether the delay will cause the delivery to exceed the delivery date, and any other applicable information regarding the delay. Participant shall provide Contractor with notice of acceptance of the reasonable delay or notice that the delay is determined to be non-excusable within seven (7) days of receipt of the notice of delay. If there is a dispute between Contractor and Participant as to whether the delay is reasonable, Contractor may appeal Participant’s decision to Enterprise Services within seven (7) days of receipt of the notice that the delay is non-excusable. Enterprise Services will review the provided information and make a final determination as to whether the delay is reasonable or non-excusable. If a dispute remains after this procedure, parties shall follow the dispute resolution process of Section 16. Contractor shall promptly comply with any request from Enterprise Services or Participant for additional information in making the delay determination. A request for more information from Enterprise Services or Participant tolls the time for required response until the time that Contractor responds to the request for more information. Reasonable delay is a delay for which the Contractor is not responsible. A reasonable delay must arise from unforeseeable causes, be beyond the control of Contractor, and be without the fault of the Contractor. A reasonable delay will extend the delivery date by the agreed upon length of the delay. Non-excusable delay is a delay for which Contractor is wholly or partially responsible. A non-excusable delay is a delay that arises from a foreseeable cause, is within the control of Contractor, or is due to the fault of Contractor. A non-excusable delay will not extend the agreed upon delivery date. 5.8. DELAY DAMAGES. Participant will be damaged by any failure on the part of Contractor to deliver the buses within the time specified in delivery date. The amount of damages for delay of beyond the delivery date is difficult if not impossible to ascertain. The amount of such damages Contractor shall pay to Participant is fixed at the amount of $250.00 per day for each bus not delivered in substantially good condition as inspected by the Participant. Participant may elect to deduct the amount of the damages from the amount due to Contractor under the Purchase Order or may notify Contractor of the amount due based on the delay. If Participant requires Contractor to pay the delay damages, Contractor shall pay the entire amount within thirty (30) days after receipt of a written demand by Participant. The payment of damages will be in lieu of any damages for any loss of profit, loss of revenue, loss of use, or for any other direct, indirect, special or consequential losses or damages of any kind that may be suffered by Participant arising at any time from the failure of Contractor to fulfill the delivery obligations in a timely manner. 5.9. INSPECTION AND ACCEPTANCE OF TRANSIT BUSES. Transit Buses purchased under this Master Contract are subject to Participant’s reasonable inspection, testing, and approval at Participant’s destination for a period of fourteen (14) days from the date that the Transit Buses are received at the place of delivery. Participant reserves the right to reject and refuse acceptance of Transit Buses that are not in accordance with this Master Contract and the Participant’s Purchase Order during this inspection period. Representatives of Contractor may witness acceptance inspections MASTER CONTRACT NO. 06719-01 PAGE 11 and testing if so requested by Contractor. Participant retains the right to complete as thorough an inspection as it deems necessary to determine if each bus is in conformance with Master Contract and Purchase Orders requirements for configuration and performance parameters. Contractor shall coordinate and manage Contractor’s post-delivery inspection process and notify the Participant of scheduling and availability of buses ready for pre-acceptance inspection. Acceptance by the Participant occurs when Participant provides Contractor with a written Notice of Acceptance, which will be subsequent to final inspection by responsible assigned employees of the Participant. All acceptances are subject to the warranty requirements of this Master Contract. 5.10. INSPECTION DEFECTS. If there are any apparent defects in the goods and/or services within the inspection period, Participant will promptly notify Contractor. At Participant’s option, and without limiting any other rights, Participant may: Require Contractor to repair or replace, at Contractor’s expense, any or all of the damaged goods; or Require Contractor to refund the price of any or all of the damaged goods; or Participant may note any damage to the goods on the receiving report, decline acceptance, and deduct the cost of rejected goods from final payment. Payment for any goods under such Purchase Order shall not be deemed acceptance of the goods. If Participant discovers defects during the inspection process, the requirement for timely delivery under 6.2(a) will continue to run until Contractor resolves the defects and provides Participant with the applicable goods free of defects. The period for the delivery date for the goods will be tolled for the length of time Participant was in the inspection period until the time that Participant provided notice of defect to Contractor. 5.11. POST-INSPECTION REPAIRS BY CONTRACTOR. In the event of non-acceptance of the bus, Contractor must begin Work within five (5) working days after receiving notification from Participant of failure of acceptance tests. Participant shall make the bus available to complete repairs timely with the Contractor repair schedule. If Contractor fails or refuses to begin the repairs within five (5)days, then the repair work may be done by Participant’s personnel with reimbursement by Contractor. Contractor shall provide, at its own expense, all spare parts, tools and space required to complete the repairs. At Participant’s option, Contractor may be required to remove the bus from Participant’s property while repairs are being made. If the bus is removed from Participant’s property, then repair procedures must be diligently pursued by Contractor’s representatives, and Contractor shall assume risk of loss while the bus is under its control. 5.12. CONTRACTOR SERVICE AND PARTS SUPPORT. For each Participant Order, Contractor shall supply Participant with a completed Exhibit D - Contractor Service and Parts Support Data with contact information on the representatives responsible for assisting Participant, as well as the location of the nearest distribution center, which shall furnish a complete supply of parts and components for the repair and maintenance of the buses to be supplied. Contractor shall also submit its policy on transportation charges for parts other than those covered by warranty. 5.13. PARTS AVAILABILITY GUARANTEE. Contractor guarantees to provide the spare parts, software, and all equipment necessary to maintain and repair the buses supplied under this Master Contract for a period of at least twelve (12) years after the date of acceptance. Parts will be interchangeable with the original equipment and will be manufactured in accordance with the quality assurance MASTER CONTRACT NO. 06719-01 PAGE 12 provisions of this Master Contract. Prices shall not exceed the Contractor’s then-current published catalog prices. Where the parts ordered by the Participant are not received within two (2) working days of the agreed-upon time and date and a bus procured under this Master Contract is out of service due to the lack of said ordered parts, then the Contractor shall provide the Participant, within eight (8) hours of the Participant’s verbal or written request, the original suppliers’ and/or manufacturers’ parts numbers, company names, addresses, telephone numbers and contact persons’ names for all of the specific parts not received by the Participant. In the event Contractor fails to honor this parts guarantee or parts ordered by the Participant are not received within thirty (30) days of the agreed-upon delivery date, then Contractor shall provide to Participant, within seven (7) days of the Agency’s verbal or written request, the design and manufacturing documentation for those parts manufactured by the Contractor and the original suppliers’ and/or manufacturers’ parts numbers, company names, addresses, telephone numbers and contact persons’ names for all of the specific parts not received by the Participant. Contractor’s design and manufacturing documentation provided to the Participant shall be for its sole use in regard to the buses procured under this Master Contract and for no other purpose. 5.14. TERMINATION FOR WITHDRAWAL OF FUNDING. If any Participant’s expected or actual funding for purchases under this Master Contract are withdrawn, reduced, or limited in any way prior to the payment for the last bus accepted, Participant may, upon written notice to Contractor, terminate their Purchase Order for Transit Buses not yet accepted. If the Purchase Order is terminated as provided in this subsection: (1) Participant will be liable only for payment in accordance with the terms of this Contract for work performed satisfactorily up to the date of termination and materials on order that cannot be canceled; and (2) Contractor shall be released from any obligation to provide additional buses as are affected by the termination. 5.15. FACILITY INSPECTIONS. Contractor shall provide right of access to its facilities to Enterprise Services, any Enterprise Services agents, Participant, any of Participants agents, or to any other authorized agent or official of the state of Washington or the federal government, at all reasonable times, in order to monitor and evaluate performance, compliance, and/or quality assurance under this Contract. 5.16. ON SITE REQUIREMENTS. While on Participant’s premises, Contractor, its agents, employees, or subcontractors shall comply, in all respects, with Participant’s physical, fire, access, safety, or other security requirements. 6. INVOICING & PAYMENT. 6.1. CONTRACTOR INVOICE. Contractor shall submit to Participant’s designated invoicing contact properly itemized invoices. Such invoices shall itemize the following: (a) Master Contract No. 06719 (b) Contractor name, address, telephone number, and email address for billing issues (i.e., Contractor Customer Service Representative) (c) Contractor’s Federal Tax Identification Number (d) Date(s) of delivery (e) Invoice amount; and (f) Payment terms, including any available prompt payment discounts. MASTER CONTRACT NO. 06719-01 PAGE 13 Contractor’s invoices for payment shall reflect accurate Master Contract prices. Invoices will not be processed for payment until receipt of a complete invoice as specified herein. 6.2. PAYMENT. Payment is the sole responsibility of, and will be made by, the Participant. Payment is due within thirty (30) days of invoice. If Participant fails to make timely payment(s), Contractor may invoice Participant in the amount of one percent (1%) per month on the amount overdue or a minimum of $1. Payment will not be considered late if a check or warrant is mailed within the time specified. Contractor provides a prompt payment discount of 0.10% for payments within 20 days of receipt of the invoice. This discount will only be provided for Participant payments within the stated time. 6.3. MILESTONE PAYMENTS. Participant and Contractor may condition payment on the achievement of various agreed upon milestones for the Transit Buses. Milestone payments will be mutually agreed upon by Participant and Contractor in regard to timing of milestone, acceptance of milestone, and amounts for milestone payments. Payment for milestones will follow the procedure for invoice payment. 6.4. OVERPAYMENTS. Contractor promptly shall refund to Participant the full amount of any erroneous payment or overpayment. Such refunds shall occur within thirty (30) days of written notice to Contractor; Provided, however, that Participant shall have the right to elect to have either direct payments or written credit memos issued. If Contractor fails to make timely payment(s) or issuance of such credit memos, Participant may impose a one percent (1%) per month on the amount overdue thirty (30) days after notice to the Contractor. 6.5. NO ADVANCE PAYMENT. No advance payments shall be made for any goods or services furnished by Contractor pursuant to this Master Contract. 6.6. NO ADDITIONAL CHARGES. Unless otherwise specified herein, Contractor shall not include or impose any additional charges including, but not limited to, charges for shipping, handling, or payment processing. 6.7. TAXES/FEES. Contractor promptly shall pay all applicable taxes on its operations and activities pertaining to this Master Contract. Failure to do so shall constitute breach of this Master Contract. Unless otherwise agreed, Participant shall pay applicable sales tax imposed by the tax jurisdictions in which delivery occurs on purchased goods and/or services. Contractor, however, shall not make any charge for federal excise taxes and Participant agrees to furnish Contractor with an exemption certificate where appropriate. 7. CONTRACT MANAGEMENT. 7.1. CONTRACT ADMINISTRATION & NOTICES. Except for legal notices, the parties hereby designate the following contract administrators as the respective single points of contact for purposes of this Master Contract. Enterprise Services’ contract administrator shall provide Master Contract oversight. Contractor’s contract administrator shall be Contractor’s principal contact for business activities under this Master Contract. The parties may change contractor administrators by written notice as set forth below. Any notices required or desired shall be in writing and sent by U.S. mail, postage prepaid, or sent via email, and shall be sent to the respective addressee at the respective address or email address set forth below or to such other address or email address as the parties may specify in writing: MASTER CONTRACT NO. 06719-01 PAGE 14 Enterprise Services Contractor Attn: David Mgebroff Washington Dept. of Enterprise Services PO Box 41411 Olympia, WA 98504-1411 Tel: (360) 407-8049 Email: david.mgebroff@des.wa.gov Attn: Lee Petersen, Regional Sales Manager and Maribel Gonzalez-Becerra, Bid & Contract Specialist GILLIG LLC 451 Discovery Drive Livermore, CA 94551 Tel: (800) 785-1500 Email: sales@gillig.com Notices shall be deemed effective upon the earlier of receipt, if mailed, or, if emailed, upon transmission to the designated email address of said addressee. 7.2. CONTRACTOR CUSTOMER SERVICE REPRESENTATIVE. Contractor shall designate a customer service representative (and inform Enterprise Services of the same) who shall be responsible for addressing Participant issues pertaining to this Master Contract. 7.3. LEGAL NOTICES. Any legal notices required or desired shall be in writing and delivered by U.S. certified mail, return receipt requested, postage prepaid, or sent via email, and shall be sent to the respective addressee at the respective address or email address set forth below or to such other address or email address as the parties may specify in writing: Enterprise Services Contractor Attn: Legal Services Manager Washington Dept. of Enterprise Services PO Box 41411 Olympia, WA 98504-1411 Email: greg.tolbert@des.wa.gov Attn: William F. Fay, Jr. Vice President Sales GILLIG LLC 451 Discovery Drive Livermore, CA 94551 Email: sales@gillig.com Notices shall be deemed effective upon the earlier of receipt when delivered, or, if mailed, upon return receipt, or, if emailed, upon transmission to the designated email address of said addressee. 8. CONTRACTOR SALES REPORTING; VENDOR MANAGEMENT FEE; & CONTRACTOR REPORTS. 8.1. MASTER CONTRACT SALES REPORTING. Contractor shall report total Master Contract sales quarterly to Enterprise Services, as set forth below. (a) Master Contract Sales Reporting System. Contractor shall report quarterly Master Contract sales in Enterprise Services’ Master Contract Sales Reporting System. Enterprise Services will provide Contractor with a login password and a vendor number. The password and vendor number will be provided to the Sales Reporting Representative(s) listed on Contractor’s Bidder Profile. (b) Data. Each sales report must identify every authorized Participant by name as it is known to Enterprise Services and its total combined sales amount invoiced during the reporting period (i.e., sales of an entire agency or political subdivision, not its individual subsections). The “Miscellaneous” option may be used only with prior approval by Enterprise Services. Upon request, Contractor shall provide contact information for all authorized Participants specified herein during the term of the MASTER CONTRACT NO. 06719-01 PAGE 15 Master Contract. If there are no Master Contract sales during the reporting period, Contractor must report zero sales. (c) Due dates for Master Contract Sales Reporting. Quarterly Master Contract Sales Reports must be submitted electronically by the following deadlines for all sales invoiced during the applicable calendar quarter: FOR CALENDAR QUARTER ENDING MASTER CONTRACT SALES REPORT DUE March 31: April 30 June 30: July 31 September 30: October 31 December 31: January 31 8.2. VENDOR MANAGEMENT FEE. Contractor shall pay to Enterprise Services a vendor management fee (“VMF”) of 0.15 percent on the purchase price for all Master Contract sales (the purchase price is the total invoice price less applicable sales tax). (a) The sum owed by Contractor to Enterprise Services as a result of the VMF is calculated as follows: Amount owed to Enterprise Services = Total Master Contract sales invoiced (not including sales tax) x .00150. (b) The VMF must be rolled into Contractor’s current pricing. The VMF must not be shown as a separate line item on any invoice unless specifically requested and approved by Enterprise Services. (c) Enterprise Services will invoice Contractor quarterly based on Master Contract sales reported by Contractor. Contractors are not to remit payment until they receive an invoice from Enterprise Services. Contractor’s VMF payment to Enterprise Services must reference this Master Contract number, work request number (if applicable), the year and quarter for which the VMF is being remitted, and the Contractor’s name as set forth in this Master Contract, if not already included on the face of the check. (d) Failure to accurately report total net sales, to submit a timely usage report, or remit timely payment of the VMF, may be cause for Master Contract suspension or termination or the exercise of other remedies provided by law. Without limiting any other available remedies, the Parties agree that Contractor’s failure to remit to Enterprise Services timely payment of the VMF shall obligate Contractor to pay to Enterprise Services, to offset the administrative and transaction costs incurred by the State to identify, process, and collect such sum, the sum of $200.00 or twenty-five percent (25%) of the outstanding amount, whichever is greater, or the maximum allowed by law, if less. (e) Enterprise Services reserves the right, upon thirty (30) days advance written notice, to increase, reduce, or eliminate the VMF for subsequent purchases, and reserves the right to renegotiate Master Contract pricing with Contractor when any subsequent adjustment of the VMF might justify a change in pricing. MASTER CONTRACT NO. 06719-01 PAGE 16 8.3. ANNUAL MASTER CONTRACT SALES REPORT. Contractor shall provide to Enterprise Services a detailed annual Master Contract sales report. Such report shall include, at a minimum: Product description, part number or other Product identifier, per unit quantities sold, and Master Contract price. This report must be provided in an electronic format that can be read by MS Excel. 9. RECORDS RETENTION & AUDITS. 9.1. RECORDS RETENTION. Contractor shall maintain books, records, documents, and other evidence pertaining to this Master Contract and orders placed by Participants under it to the extent and in such detail as shall adequately reflect performance and administration of payments and fees. Contractor shall retain such records for a period of six (6) years following expiration or termination of this Master Contract or final payment for any order placed by a Participant against this Master Contract, whichever is later; Provided, however, that if any litigation, claim, or audit is commenced prior to the expiration of this period, such period shall extend until all such litigation, claims, or audits have been resolved. 9.2. AUDIT. Enterprise Services reserves the right to audit, or have a designated third party audit, applicable records to ensure that Contractor has properly invoiced Participants and that Contractor has paid all applicable contract management fees. Accordingly, Contractor shall permit Enterprise Services, any Participant, and any other duly authorized agent of a governmental agency, to audit, inspect, examine, copy and/or transcribe Contractor’s books, documents, papers and records directly pertinent to this Master Contract or orders placed by a Participant under it for the purpose of making audits, examinations, excerpts, and transcriptions. This right shall survive for a period of six (6) years following expiration or termination of this Master Contract or final payment for any order placed by a Participant against this Master Contract, whichever is later; Provided, however, that if any litigation, claim, or audit is commenced prior to the expiration of this period, such period shall extend until all such litigation, claims, or audits have been resolved. 9.3. OVERPAYMENT OF PURCHASES OR UNDERPAYMENT OF FEES. Without limiting any other remedy available to any Participant, Contractor shall (a) reimburse Participants for any overpayments inconsistent with the terms of this Master Contract or orders, at a rate of 125% of such overpayments, found as a result of the examination of the Contractor’s records; and (b) reimburse Enterprise Services for any underpayment of fees, at a rate of 125% of such fees found as a result of the examination of the Contractor’s records (e.g., if Contractor underpays the Vendor Management Fee by $500, Contractor would be required to pay to Enterprise Services $500 x 1.25 = $625). 10. INSURANCE. 10.1. REQUIRED INSURANCE. During the Term of this Master Contract, Contractor, at its expense, shall maintain in full force and effect the insurance coverages set forth in Exhibit C – Insurance Requirements. All costs for insurance, including any payments of deductible amounts, shall be considered incidental to and included in the prices for goods/services and no additional payment shall be made. 10.2. WORKERS COMPENSATION. Contractor shall comply with applicable workers compensation statutes and regulations (e.g., RCW Title 51, Industrial Insurance). If Contractor fails to provide industrial insurance coverage or fails to pay premiums or penalties on behalf of its employees as may be required by law, Enterprise Services may terminate this Master Contract. This provision does not waive any of the Washington State Department of Labor and Industries (L&I) rights to collect MASTER CONTRACT NO. 06719-01 PAGE 17 from Contractor. In addition, Contractor waives its immunity under RCW Title 51 to the extent it is required to indemnify, defend, and hold harmless the State of Washington and its agencies, officials, agents, or employees. 11. WARRANTY. 11.1. CONTRACTOR WARRANTY. Warranties in this document are in addition to any statutory remedies or warranties imposed on Contractor. Consistent with this requirement, Contractor warrants and guarantees to Participant each complete Transit Bus and specific subsystems and components as follows. Contractor warrants the Transit Buses are of good material and workmanship and agrees to promptly replace any part or parts, at no cost to the Participant, which by reason of defective materials or workmanship fail under normal use, free of negligence or accident during the applicable warranty period. Contractor warranties include the replacement of parts and services associated with the replacement and repair, including but not limited to any diagnostic, refurbishment, shipping, or travel costs. Performance requirements based on design criteria will not be deemed a warranty item. Contractor shall insure in its procurement arrangements that the warranty requirements of this Master Contract are enforceable through and against the Contractor's suppliers, vendors, material men, and subcontractors. Any inconsistency or difference between the warranties extended to Participants by Contractor and those extended to Contractor by its suppliers, vendors, material men, and subcontractors, are at the risk and expense of Contractor. Such inconsistency or difference will not excuse Contractor's full compliance with its obligations under this Contract. 11.2. WARRANTY INFORMATION. Upon Participant’s request, Contractor promptly shall provide complete copies of all written warranties or guarantees and documentation of any other arrangement relating to such warranties or guarantees extended by Contractor's suppliers, sub-suppliers, vendors, material men, and subcontractors covering parts, components, and systems utilized in the bus. Contractor shall ensure that such suppliers, sub-suppliers, vendors, material men, and subcontractors satisfactorily perform warranty related work when requested to do so by Participant. 11.3. SYSTEM WARRANTIES. The following systems are warranted to be free from defects and related defects for the years and mileage listed in the table below, whichever comes first. Each warranty is based on regular operation of the bus under the operating conditions prevailing in Participant’s locale. MASTER CONTRACT NO. 06719-01 PAGE 18 Warranty Description Years/Mileage Complete Bus Complete bus, propulsion system, components, major subsystems, and body and chassis structure 2 years, 100,000 miles; Class 1 or 2 Failures: 12 years, 500,000 miles Body And Chassis Structure Body, body structure, structural elements of the suspension and engine cradle 3 years, 150,000 miles Body and Chassis Corrosion Failure or Fatigue Failure Primary load-carrying members of the bus structure, including structural elements of the suspension Class 1 or 2 Failures: 12 years, 500,000 miles Propulsion System (Diesel, CNG, Hybrid) engine, transmission or drive motors, and generators (for hybrid technology) and drive and non-drive axles 2 years, 100,000 miles Propulsion System (Electric) traction motors, traction motor controllers, transmission, drive motors, drive and non-drive axles, and any other propulsion system-related replacement component 3 years, 100,000 miles Energy Storage System traction battery, Battery Management System, and any other ESS-related replacement component 6 years, 300,000 miles Emission Control System complete exhaust system, including catalytic converter (if required), after treatment device, components identified as emission control devices 5 years, 100,000 miles The ESS is warranted to remain within warrantable end of life during the warranty period. The ESS original specified energy storage capacity and warrantable end of life, as a percentage of the original specified energy capacity, must be clearly defined by the Contractor. Acceptable methods for measuring or obtaining ESS storage capacity with respect to its original specified capacity must be clearly identified by the manufacturer. The manufacturer will propose the test method, and certify the results are true and accurate. The test will be performed according to a documented test procedure. Participant may engage third-parties for capacity testing. 11.4. SUBSYSTEMS WARRANTY. The Contractor warrants the following subsystems to be free from defects and related defects for at least two years or 100,000 miles, whichever comes first. Brake system: Foundation brake components, including advancing mechanisms, as supplied with the axles, excluding friction surfaces. Destination signs: All destination sign equipment for the front, side and rear signs, power modules and operator control. Heating, ventilating: Roof and/or rear main unit only, excluding floor heaters and front defroster. AC unit and compressor: Roof and/or rear main unit only, excluding floor heaters and front defroster. Door systems: Door operating actuators and linkages. ** Warranty of One Year/Unlimited Miles Air compressor. Air dryer. ** Warranty of One Year/Unlimited Miles Wheelchair lift and ramp system: Lift and/or ramp parts and mechanical only. MASTER CONTRACT NO. 06719-01 PAGE 19 Starter. Alternator: Alternator only. Does not include the drive system. Charge air cooler: Charge air cooler including core, tanks and including related surrounding framework and fittings. Fire suppression: Fire suppression system including tank and extinguishing agent dispensing system. Hydraulic systems: Including radiator fan drive and power steering as applicable. Propulsion cooling systems: Radiator including core, tanks and related framework, including surge tank. Transmission cooler. Power electronics: DC/DC converters, inverters, if supplied Passenger seating excluding upholstery. Fuel storage and delivery system. Surveillance system including cameras and video recorders. Contractor warrants the following subsystems to be free from defects and related defects for at least two years or 100,000 miles, whichever comes first: Low voltage and high voltage electrical wiring and harnesses 11.5. SERIAL NUMBERS. Prior to final delivery of each bus, Contractor shall provide a complete electronic list of serialized units installed on each bus to facilitate warranty tracking. The list will include, but is not limited to the following: Engine Transmission or Traction Motor Alternator Starter Destination/Luminator (Major components) Drive axle and non-drive axle(s) DVR unit, supporting electronics (Monitors) Driver's seat Battery equalizer Radiator package Exhaust emission components A/C compressor and condenser/evaporator unit Power steering unit Fuel cylinders (if applicable) Air compressor Wheelchair ramp (if applicable) Contractor shall provide updated serial numbers resulting from warranty campaigns. The format of the list will be approved by Participant prior to delivery of the first production bus. 11.6. EXTENSION OF WARRANTY. If, during the warranty period, repairs or modifications on any bus are made necessary by defective design, materials, or workmanship but are not completed due to lack of material or inability to provide the proper repair for thirty (30) calendar days, then the applicable warranty period shall be extended by the number of days equal to the delay period. 11.7. VOIDING OF WARRANTY. The warranty will not apply to the failure of any part or component of the bus that directly results from misuse, negligence, accident, or repairs not conducted in accordance with the Contractor-provided maintenance manuals and with workmanship performed by adequately trained personnel in accordance with recognized standards of the industry. The warranty will be void if Participant fails to conduct normal inspections and scheduled preventive maintenance procedures as recommended in the Contractor’s maintenance manuals and if that omission caused the part or component failure. Participant should maintain documentation, auditable by Contractor, verifying service activities in conformance with the Contractor’s maintenance manuals. MASTER CONTRACT NO. 06719-01 PAGE 20 11.8. EXCEPTIONS AND ADDITIONS TO WARRANTY. Warranties will not apply to the following items: scheduled maintenance items normal wear-out items, such as brake linings, filters, belts, and wiper blades items furnished by Participant Should Participant require the use of a specific product and has rejected Contractor’s request for an alternate product, then the standard supplier warranty for that product will be the only warranty provided to Participant. This product will not be eligible under “Fleet Defects,” below. 11.9. PASS-THROUGH/SUPERIOR WARRANTY. If any vendor to the Contractor offers, at no additional cost, a warranty on a component that is longer or more comprehensive than the required warranties on this Contract, Contractor shall inform Participant of the additional warranty and pass it through to Participant at no additional cost. Contractor shall state in writing that Participant’s warranty reimbursements will not be impacted. Contractor also shall state in writing any exceptions and reimbursement including all costs incurred in transport of vehicles and/or components. At any time during the warranty period, Contractor may request approval from Participant to assign its warranty obligations to others, but only on a case-by-case basis approved in writing by Participant. Otherwise, Contractor shall be solely responsible for the administration of the warranty as specified. Warranty administration by others does not eliminate the warranty liability and responsibility of Contractor. 11.10. FLEET DEFECTS. “Fleet Defect” means cumulative failures of twenty five (25%) percent of the same components in the same or similar application in a minimum fleet size of twelve (12) or more buses where such items are covered by warranty. A Fleet Defect applies only to the base warranty period in for Complete Bus, Propulsion System, and Subsystems Warranty. When a Fleet Defect is declared, the remaining warranty period on that item/component is suspended. The warranty period does not resume until the Fleet Defect is corrected. For the purpose of Fleet Defects, each order shall be treated as a separate bus fleet. In addition, if there is a change in a major component within the order, the buses containing the new major component will become a separate bus fleet for the purposes of determining Fleet Defects. Contractor shall correct a Fleet Defect under the warranty provisions defined in Section 13 Repair Procedure. After correcting the Fleet Defect, Participant and Contractor shall mutually agree to and Contractor shall promptly undertake and complete a work program reasonably designed to prevent the occurrence of the same Fleet Defect in all other buses and spare parts purchased under the order. Where the specific Fleet Defect is solely attributed to particular identifiable parts, the work program will include redesign and/or replacement of only the defectively designed and/or manufactured parts. In all other cases, the work program will include inspection and/or correction of all the buses in the fleet via a mutually agreed-to arrangement. Contractor shall update, as necessary, technical support information (parts, service and operator’s manuals) due to changes resulting from warranty repairs. Participant may immediately declare a defect in design resulting in a safety hazard to be a Fleet Defect. Contractor shall be responsible to furnish, install and replace all defective units. The Fleet Defect warranty provisions do not apply to Participant-supplied items, such as radios, fare collection equipment, communication systems, and tires. In addition, Fleet Defects do not apply to interior and exterior finishes, hoses, fittings, and fabric. MASTER CONTRACT NO. 06719-01 PAGE 21 12. REPAIR PROCEDURE. 12.1. REPAIR PERFORMANCE. Contractor is responsible for all warranty-covered repair work, including diagnostics of warranty covered parts. To the extent practicable, Participant will allow Contractor or its designated representative to perform repair work. At its discretion, Participant may perform such repair work if it determines it needs to do so based on transit service or other requirements. Contractor shall reimburse Participant for any warranty-covered repair work it performs. 12.2. REPAIRS BY THE CONTRACTOR. Participant shall notify Contractor’s designated representative within thirty (30) days if Participant detects a defect within the warranty periods defined in this Master Contract or the applicable Participant Order. Contractor or its designated representative shall, if requested, begin repair work on warranty-covered repairs within five (5) calendar days after receiving notification of a defect from Participant. Participant will make the bus available to complete repairs timely with the Contractor’s repair schedule. Contractor shall provide at its own expense all spare parts, tools, and space required to complete repairs. At Participant’s option, Contractor may be required to remove the bus from Participant’s property while repairs are made. If the bus is removed from Participant’s property, then repair procedures must be diligently pursued by Contractor’s representative. 12.3. REPAIRS BY PARTICIPANT. If Participant performs the warranty-covered repairs, then it must correct or repair the defect and any related defects utilizing parts supplied by Contractor specifically for this repair. At its discretion, Participant may use Contractor-specified parts available from its own stock if deemed in its best interests. Parts supplied by Contractor may be remanufactured but must have the same form, fit and function, and warranty. The parts will be shipped prepaid to Participant from any source selected by Contractor within fourteen (14) days of receipt of the request for said parts and shall not be subject to a handling charge. 12.4. DEFECTIVE COMPONENT RETURN. Contractor may request that parts covered by the warranty be returned to the manufacturing plant. Contractor will pay the freight costs for this action. 12.5. FAILURE ANALYSIS. Upon specific request of Participant, Contractor will provide a failure analysis of Fleet Defect or safety-related parts, or major components, removed from buses under the terms of the warranty that could affect fleet operation. Such reports will be delivered within 60 days of the receipt of failed parts. 12.6. REIMBURSEMENT FOR LABOR AND OTHER RELATED COSTS. Contractor shall reimburse Participant for repair labor. The amount is determined by Participant for a qualified mechanic at a straight time wage rate per hour, which includes fringe benefits and overhead adjusted for Participant’s most recently published rate in effect at the time the repair work is performed, plus the cost of towing the bus if such action was necessary and if the bus was in the normal service area. These wage and fringe benefit rates shall not exceed the rates in effect in Participant’s service garage at the time the defect correction is made. 12.7. REIMBURSEMENT FOR PARTS. Contractor shall reimburse Participant for defective parts and for parts that must be replaced to correct the defect. The reimbursement will be at the current price at the time of repair and include taxes where applicable, plus fifteen (15) percent handling costs. Handling costs will not be paid if parts are supplied by Contractor and shipped to Participant. 12.8. REIMBURSEMENT REQUIREMENTS. Contractor shall respond to parts warranty claims with an accept/reject decision including necessary failure analysis no later than sixty (60) days after MASTER CONTRACT NO. 06719-01 PAGE 22 Participant submits the claim and defective part(s), when requested. Reimbursement for all accepted claims shall occur no later than sixty (60) days from the date of acceptance of a valid claim. Participant may dispute rejected claims or claims for which Contractor did not reimburse the full amount. Contractor and Participant will review disputed warranty claims during the following quarter to reach an equitable decision to permit the disputed claim to be resolved and closed. Contractor and Participant will review all claims at least once per quarter throughout the entire warranty period to ensure that open claims are being tracked and properly dispositioned. 12.9. WARRANTY AFTER REPLACEMENT/REPAIRS. If any component, unit, or subsystem is repaired, rebuilt, or replaced by Contractor or by Participant with the concurrence of Contractor, then the component, unit, or subsystem will have the unexpired warranty period of the original. Repairs will not be warranted if Contractor-provided or authorized parts are not used for the repair, unless Contractor has failed to respond within five days, in accordance with Section 13.2 Repairs by the Contractor. If an item is declared to be a Fleet Defect, then the warranty stops with the declaration of the Fleet Defect. Once the Fleet Defect is corrected, the items shall have three (3) months or the remaining time and/or miles of the original warranty, whichever is greater. This remaining warranty period will begin on the repair/replacement date for corrected items on each bus if the repairs are completed by Contractor or on the date Contractor provides all parts to Participant if repairs are completed by Participant. 12.10. WARRANTY PROCESSING PROCEDURES. The following list represents information required by Contractor from the Participant for processing warranty claims. One failure per bus per claim is allowed. bus number and VIN total vehicle life mileage at time of repair date of failure/repair acceptance/in-service date Contractor part number and description component serial number description of failure all costs associated with each failure/repair (invoices may be required for third-party costs): o towing o road calls o labor o materials o parts o handling o troubleshooting time The Participant’s forms will be accepted by Contractor if all of the above information is included. Electronic submittal may be used if available between Contractor and Participant. 12.11. RETURN OF PARTS. When returning defective parts to Contractor, Participant will tag each part with the following: bus number and VIN claim number MASTER CONTRACT NO. 06719-01 PAGE 23 part number serial number (if available) 12.12. TIMEFRAME. Each claim must be submitted no more than thirty (30) days from the date of failure and/or repair, whichever is later. All defective parts must be returned to the Contractor, when requested, no more than forty-five (45) days from the date of repair. 13. QUALITY ASSURANCE 13.1. QUALITY ASSURANCE ORGANIZATION ESTABLISHMENT. Contractor shall establish and maintain an effective in-plant quality assurance organization. 13.2. QUALITY CONTROL. The quality assurance organization shall exercise quality control over all phases of production, from initiation of design through manufacture and preparation for delivery. The organization shall also control the quality of supplied articles. 13.3. AUTHORITY AND RESPONSIBILITY. The quality assurance organization shall have the authority and responsibility for reliability, quality control, inspection planning, establishment of the quality control system, and acceptance/rejection of materials and manufactured articles in the production of the transit buses. 13.4. MINIMUM FUNCTIONS. The quality assurance organization shall include the following minimum functions: Work instructions: The quality assurance organization shall verify inspection operation instructions to ascertain that the manufactured product meets all prescribed requirements. Records maintenance: The quality assurance organization shall maintain and use records and data essential to the effective operation of its program. These records and data shall be available for review by the resident inspectors. Inspection and test records for this procurement shall be available for a minimum of one year after inspections and tests are completed. Corrective action: The quality assurance organization shall detect and promptly ensure correction of any conditions that may result in the production of defective transit buses. These conditions may occur in designs, purchases, manufacture, tests or operations that culminate in defective supplies, services, facilities, technical data or standards. 13.5. BASIC STANDARDS AND FACILITIES. The following standards and facilities shall be basic in the quality assurance process: Configuration control: Contractor shall maintain drawings, assembly procedures and other documentation that completely describe a qualified bus that meets all of the options and special requirements of each Purchase Order. The quality assurance organization shall verify that each transit bus is manufactured in accordance with these controlled drawings, procedures and documentation. Measuring and testing facilities: Contractor shall provide and maintain the necessary gauges and other measuring and testing devices for use by the quality assurance organization to verify that the buses conform to all specification requirements. These devices shall be calibrated at established periods against certified measurement standards that have known, valid relationships to national standards. Production tooling as media of inspection: When production jigs, fixtures, tooling masters, templates, patterns and other devices are used as media of inspection, they shall MASTER CONTRACT NO. 06719-01 PAGE 24 be proved for accuracy at formally established intervals and adjusted, replaced or repaired as required to maintain quality. Equipment use by resident inspectors: Contractor’s gauges and other measuring and testing devices shall be made available for use by the resident inspectors to verify that the buses conform to all specification requirements. If necessary, the Contractor’s personnel shall be made available to operate the devices and to verify their condition and accuracy. 13.6. MAINTENANCE OF CONTROL. Contractor shall maintain quality control of purchases: Supplier control: Contractor shall require each supplier to maintain a quality control program for the services and supplies that it provides. Contractor’s quality assurance organization shall inspect and test materials provided by suppliers for conformance to specification requirements. Materials that have been inspected, tested and approved shall be identified as acceptable to the point of use in the manufacturing or assembly processes. Controls shall be established to prevent inadvertent use of nonconforming materials. Purchasing data: Contractor shall verify that all applicable specification requirements are properly included or referenced in purchase orders of articles to be used on transit buses. 13.7. MANUFACTURING CONTROL. Contractor shall maintain quality control of production: Controlled conditions: Contractor shall ensure that all basic production operations, as well as all other processing and fabricating, are performed under controlled conditions. Establishment of these controlled conditions shall be based on the documented work instructions, adequate production equipment and special working environments if necessary. Completed items: A system for final inspection and test of completed transit buses shall be provided by the quality assurance organization. It shall measure the overall quality of each completed bus. Nonconforming materials: The quality assurance organization shall monitor the Contractor’s system for controlling nonconforming materials. The system shall include procedures for identification, segregation and disposition. Statistical techniques: Statistical analysis, tests and other quality control procedures may be used when appropriate in the quality assurance processes. Inspection status: A system shall be maintained by the quality assurance organization for identifying the inspection status of components and completed transit buses. Identification may include cards, tags or other normal quality control devices. 13.8. Inspection System. The quality assurance organization shall establish, maintain and periodically audit a fully documented inspection system. The system shall prescribe inspection and test of materials, Work in process and completed articles. At a minimum, it shall include the following controls: Inspection personnel: Sufficient trained inspectors shall be used to ensure that all materials, components and assemblies are inspected for conformance with the qualified bus design. Inspection records: Acceptance, rework or rejection identification shall be attached to inspected articles. Articles that have been accepted as a result of approved materials review actions shall be identified. Articles that have been reworked to specified drawing MASTER CONTRACT NO. 06719-01 PAGE 25 configurations shall not require special identification. Articles rejected as unsuitable or scrap shall be plainly marked and controlled to prevent installation on the bus. Articles that become obsolete as a result of engineering changes or other actions shall be controlled to prevent unauthorized assembly or installation. Unusable articles shall be isolated and then scrapped. Discrepancies noted by the Contractor or resident inspectors during assembly shall be entered by the inspection personnel on a record that accompanies the major component, subassembly, assembly or bus from start of assembly through final inspection. Actions shall be taken to correct discrepancies or deficiencies in the manufacturing processes, procedures or other conditions that cause articles to be in nonconformity with the requirements of the Contract specifications. The inspection personnel shall verify the corrective actions and mark the discrepancy record. If discrepancies cannot be corrected by replacing the nonconforming materials, then the Agency shall approve the modification, repair or method of correction to the extent that the Contract specifications are affected. Quality assurance audits: The quality assurance organization shall establish and maintain a quality control audit program. Records of this program shall be subject to review by the Agency. 14. CLAIMS. 14.1. ASSUMPTION OF RISKS; CLAIMS BETWEEN THE PARTIES. Contractor assumes sole responsibility and all risks of personal injury or property damage to itself and its employees, and agents in connection with its operations under this Master Contract. Neither Enterprise Services nor any Participant has made any representations regarding any factor affecting Contractor’s risks. Contractor shall pay for all damage to any Participant’s property resulting directly or indirectly from its acts or omissions under this Master Contract. 14.2. THIRD-PARTY CLAIMS; INDEMNITY. To the fullest extent permitted by law, Contractor shall defend, indemnify, and hold harmless Enterprise Services and any Participant and their employees and agents from and against all claims, demands, judgments, assessments, damages, penalties, fines, costs, liabilities or losses including, without limitation, sums paid in settlement of claims, attorneys’ fees, consultant fees, and expert fees (collectively “claims”) arising from any act or omission of Contractor or its successors, agents, and subcontractors under this Master Contract, except claims caused solely by Enterprise Services or any Participants’ negligence. Contractor shall take all steps needed to keep Participant’s property free of liens arising from Contractor’s activities, and promptly obtain or bond the release of any such liens that may be filed. 15. DISPUTE RESOLUTION. 15.1. DISPUTE PROCEDURE. The parties shall cooperate to resolve any dispute pertaining to this Master Contract efficiently, as timely as practicable, and at the lowest possible level with authority to resolve such dispute. If, however, a dispute persists and cannot be resolved, it may be escalated within each organization. In such situation, upon notice by either party, each party, within five (5) business days shall reduce its description of the dispute to writing and deliver it to the other party. The receiving party then shall have three (3) business days to review and respond in writing. In the event that the parties cannot then agree on a resolution of the dispute, the parties shall schedule a conference between the respective senior manager of each organization to attempt to resolve the dispute. In the event the parties cannot agree, either party may resort to court to resolve the dispute. MASTER CONTRACT NO. 06719-01 PAGE 26 15.2. PERFORMANCE DURING DISPUTE. Unless otherwise directed by Enterprise Services, Contractor shall continue performance under this Master Contract while matters in dispute are being resolved. 16. SUSPENSION & TERMINATION. 16.1. SUSPENSION & TERMINATION FOR DEFAULT. Enterprise Services may suspend Contractor’s operations under this Master Contract immediately by written cure notice of any default. In such case, the notice of suspension will state the time period in which cure is permitted and other appropriate conditions. Suspension shall continue until the default is remedied to Enterprise Services’ reasonable satisfaction; Provided, however, that, if after thirty (30) days from such a suspension notice, Contractor remains in default, Enterprise Services may terminate Contractor’s rights under this Master Contract. All of Contractor’s obligations to Enterprise Services and Participants survive termination of Contractor’s rights under this Master Contract, until such obligations have been fulfilled. 16.2. DEFAULT. Each of the following events shall constitute default of this Master Contract by Contractor: (a) Contractor fails to perform or comply with any of the terms or conditions of this Master Contract including, but not limited to, Contractor’s obligation to pay vendor management fees when due; (b) Contractor breaches any representation or warranty provided herein; or (c) Contractor enters into proceedings relating to bankruptcy, whether voluntary or involuntary. 16.3. REMEDIES FOR DEFAULT. (a) Enterprise Services’ rights to suspend and terminate Contractor’s rights under this Master Contract are in addition to all other available remedies. (b) In the event of termination for default, Enterprise Services may exercise any remedy provided by law including, without limitation, the right to procure for all Participants replacement goods and/or services. In such event, Contractor shall be liable to Enterprise Services for damages as authorized by law including, but not limited to, any price difference between the Master Contract price and the replacement or cover price. 16.4. LIMITATION ON DAMAGES. Notwithstanding any provision to the contrary, the parties agree that in no event shall any party or Participant be liable to the other for exemplary or punitive damages. 16.5. GOVERNMENTAL TERMINATION. (a) Termination for Withdrawal of Authority. Enterprise Services may suspend or terminate this Master Contract if, during the term hereof, Enterprise Services’ procurement authority is withdrawn, reduced, or limited such that Enterprise Services, in its judgment, would lack authority to enter into this Master Contract; Provided, however, that such suspension or termination for withdrawal of authority shall only be effective upon twenty (20) days prior written notice; and Provided further, that such suspension or termination for withdrawal of authority shall not relieve any Participant from payment for goods and/or services already ordered as of the effective date of such notice. Except as stated in this provision, in the event MASTER CONTRACT NO. 06719-01 PAGE 27 of such suspension or termination for withdrawal of authority, neither Enterprise Services nor any Participant shall have any obligation or liability to Contractor. (b) TERMINATION FOR CHANGE OF AUTHORITY. Enterprise Services may suspend or terminate this Master Contract if, during the term hereof, federal procurement authority is withdrawn, reduced, or limited such that Enterprise Services, in its judgment, would lack authority to enter into this Master Contract as a State Cooperative Purchasing Schedule under applicable federal law; Provided, however, that such suspension or termination for withdrawal of authority shall only be effective upon twenty (20) days prior written notice; and Provided further, that such suspension or termination for withdrawal of authority shall not relieve any Participant from payment for goods and/or services already ordered as of the effective date of such notice. Except as stated in this provision, in the event of such suspension or termination for withdrawal of authority, neither Enterprise Services nor any Participant shall have any obligation or liability to Contractor. (c) TERMINATION FOR PUBLIC CONVENIENCE. Enterprise Services, for public convenience, may terminate this Master Contract; Provided, however, that such termination for public convenience must, in Enterprise Services’ judgment, be in the best interest of the State of Washington; and Provided further, that such termination for public convenience shall only be effective upon sixty (60) days prior written notice; and Provided further, that such termination for public convenience shall not relieve any Participant from payment for goods and/or services already ordered as of the effective date of such notice. Except as stated in this provision, in the event of such termination for public convenience, neither Enterprise Services nor any Participant shall have any obligation or liability to Contractor. 16.6. TERMINATION PROCEDURE. Regardless of basis, in the event of suspension or termination (in full or in part), the parties shall cooperate to ensure an orderly and efficient suspension or termination. Accordingly, Contractor shall deliver to Participants all goods and/or services that are complete (or with approval from Enterprise Services, substantially complete) and Participants shall inspect, accept, and pay for the same in accordance with this Master Contract and the applicable Purchase Order. Unless directed by Enterprise Services to the contrary, Contractor shall not process any orders after notice of suspension or termination inconsistent therewith. 17. FTA ROLE IN DISPUTES, BREACHES, DEFAULTS, OR OTHER LITIGATION. 17.1. FTA INTEREST. The U.S. Federal Transit Administration (“FTA”) has a vested interest in the settlement of any violation of federal law, regulation, or requirement, or any disagreement involving the award, this Master Contract, and any amendments thereto including, but not limited to, a default, breach, major dispute, or litigation. Accordingly, FTA shall have the right to concur in such any settlement or compromise. 17.2. NOTIFICATION TO FTA. If a current or prospective legal matter that may affect the Federal Government emerges, Enterprise Services and Participant promptly shall notify the FTA Chief Counsel, or FTA Regional Counsel for the Region in which Enterprise Services and Participant are located. 1. The types of legal matters that require notification include, but are not limited to, a major dispute, breach, default, litigation, or naming the Federal Government as a party to litigation or a legal disagreement in any forum for any reason. MASTER CONTRACT NO. 06719-01 PAGE 28 2. Matters that may affect the Federal Government include, but are not limited to, the Federal Government’s interests in the award, this Master Contract, and any amendments thereto, or the Federal Government’s administration or enforcement of federal laws, regulations, and requirements. 3. If Enterprise Services or Participant have credible evidence that a Principal, Official, Employee, Agent, or Third Party Participant of Enterprise Services or Participant, or other person has submitted a false claim under the False Claims Act, 31 U.S.C. § 3729 et seq., or has committed a criminal or civil violation of law pertaining to such matters as fraud, conflict of interest, bribery, gratuity, or similar misconduct involving federal assistance, Enterprise Services and Participant promptly shall notify the U.S. DOT Inspector General, in addition to the FTA Chief Counsel or Regional Counsel for the Region in which the Enterprise Services and Participant are located. 17.3. FEDERAL INTEREST IN RECOVERY. The Federal Government retains the right to a proportionate share of any proceeds recovered from any third party, based on the percentage of the federal share for this Master Contract. 18. GENERAL PROVISIONS. 18.1. TIME IS OF THE ESSENCE. Time is of the essence for each and every provision of this Master Contract. 18.2. COMPLIANCE WITH LAW. Contractor shall comply with all applicable law. 18.3. INTEGRATED AGREEMENT. This Master Contract constitutes the entire agreement and understanding of the parties with respect to the subject matter and supersedes all prior negotiations, representations, and understandings between them. There are no representations or understandings of any kind not set forth herein. 18.4. AMENDMENT OR MODIFICATION. Except as set forth herein, this Master Contract may not be amended or modified except in writing and signed by a duly authorized representative of each party. 18.5. AUTHORITY. Each party to this Master Contract, and each individual signing on behalf of each party, hereby represents and warrants to the other that it has full power and authority to enter into this Master Contract and that its execution, delivery, and performance of this Master Contract has been fully authorized and approved, and that no further approvals or consents are required to bind such party. 18.6. NO AGENCY. The parties agree that no agency, partnership, or joint venture of any kind shall be or is intended to be created by or under this Master Contract. Neither party is an agent of the other party nor authorized to obligate it. 18.7. ASSIGNMENT. Contractor may not assign its rights under this Master Contract without Enterprise Services’ prior written consent and Enterprise Services may consider any attempted assignment without such consent to be void; Provided, however, that, if Contractor provides written notice to Enterprise Services within thirty (30) days, Contractor may assign its rights under this Master Contract in full to any parent, subsidiary, or affiliate of Contractor that controls or is controlled by or under common control with Contractor, is merged or consolidated with Contractor, or purchases a majority or controlling interest in the ownership or assets of Contractor. Unless otherwise agreed, Contractor guarantees prompt performance of all obligations under this Master Contract notwithstanding any prior assignment of its rights. MASTER CONTRACT NO. 06719-01 PAGE 29 18.8. BINDING EFFECT; SUCCESSORS & ASSIGNS. This Master Contract shall be binding upon and shall inure to the benefit of the parties hereto and their respective successors and assigns. 18.9. PUBLIC INFORMATION. This Master Contract and all related documents are subject to public disclosure as required by Washington’s Public Records Act, RCW chapter 42.56. The Purchase Order and all related documents are subject to the public disclosure requirements of the Participant’s jurisdiction. 18.10. ASSIGNMENT OF ANTITRUST RIGHTS REGARDING PURCHASED GOODS/SERVICES. Contractor irrevocably assigns to Enterprise Services, on behalf of the State of Washington, or any applicable Participant any claim for relief or cause of action which the Contractor now has or which may accrue to the Contractor in the future by reason of any violation of state or federal antitrust laws in connection with any Transit Buses provided in Washington for the purpose of carrying out the Contractor’s obligations under this Master Contract, including, at Enterprise Services' option, the right to control any such litigation on such claim for relief or cause of action. 18.11. FEDERAL FUNDS. To the extent that any Participant uses federal funds to purchase goods and/or services pursuant to this Master Contract, such Participant shall specify, with its order, any applicable requirement or certification that must be satisfied by Contractor at the time the order is placed or upon delivery. 18.12. SEVERABILITY. If any provision of this Master Contract is held to be invalid or unenforceable, such provision shall not affect or invalidate the remainder of this Master Contract, and to this end the provisions of this Master Contract are declared to be severable. If such invalidity becomes known or apparent to the parties, the parties agree to negotiate promptly in good faith in an attempt to amend such provision as nearly as possible to be consistent with the intent of this Master Contract. 18.13. WAIVER. Failure of either party to insist upon the strict performance of any of the terms and conditions hereof, or failure to exercise any rights or remedies provided herein or by law, or to notify the other party in the event of breach, shall not release the other party of any of its obligations under this Master Contract, nor shall any purported oral modification or rescission of this Master Contract by either party operate as a waiver of any of the terms hereof. No waiver by either party of any breach, default, or violation of any term, warranty, representation, contract, covenant, right, condition, or provision hereof shall constitute waiver of any subsequent breach, default, or violation of the same or other term, warranty, representation, contract, covenant, right, condition, or provision. 18.14. SURVIVAL. All representations, warranties, covenants, agreements, and indemnities set forth in or otherwise made pursuant to this Master Contract shall survive and remain in effect following the expiration or termination of this Master Contract, Provided, however, that nothing herein is intended to extend the survival beyond any applicable statute of limitations periods. 18.15. GOVERNING LAW. The validity, construction, performance, and enforcement of this Master Contract shall be governed by and construed in accordance with the laws of the State of Washington, without regard to its choice of law rules. The validity, construction, performance, and enforcement of Purchase Orders shall be governed by and construed in accordance with the laws of the Participant’s jurisdiction. 18.16. JURISDICTION & VENUE. In the event that any action is brought to enforce any provision of this Master Contract, the parties agree to exclusive jurisdiction in Thurston County Superior Court for the State of Washington and agree that in any such action venue shall lie exclusively at Olympia, MASTER CONTRACT NO. 06719-01 PAGE 30 Washington. In the event that any action is brought to enforce any provision of a Purchase Order, the parties agree to submit to exclusive jurisdiction and venue in the Participant’s jurisdiction. 18.17. ATTORNEYS’ FEES. Should any legal action or proceeding be commenced by either party in order to enforce this Master Contract or any provision hereof, or in connection with any alleged dispute, breach, default, or misrepresentation in connection with any provision herein contained, the prevailing party shall be entitled to recover reasonable attorneys’ fees and costs incurred in connection with such action or proceeding, including costs of pursuing or defending any legal action, including, without limitation, any appeal, discovery, or negotiation and preparation of settlement arrangements, in addition to such other relief as may be granted. 18.18. FAIR CONSTRUCTION & INTERPRETATION. The provisions of this Master Contract shall be construed as a whole according to their common meaning and not strictly for or against any party and consistent with the provisions contained herein in order to achieve the objectives and purposes of this Master Contract. Each party hereto and its counsel has reviewed and revised this Master Contract and agrees that the normal rules of construction to the effect that any ambiguities are to be resolved against the drafting party shall not be construed in the interpretation of this Master Contract. Each term and provision of this Master Contract to be performed by either party shall be construed to be both a covenant and a condition. 18.19. FURTHER ASSURANCES. In addition to the actions specifically mentioned in this Master Contract, the parties and any applicable Participant shall each do whatever may reasonably be necessary to accomplish the transactions contemplated in this Master Contract including, without limitation, executing any additional documents reasonably necessary to effectuate the provisions and purposes of this Master Contract. 18.20. EXHIBITS. All exhibits referred to herein are deemed to be incorporated in this Master Contract in their entirety. 18.21. CAPTIONS & HEADINGS. The captions and headings in this Master Contract are for convenience only and are not intended to, and shall not be construed to, limit, enlarge, or affect the scope or intent of this Master Contract nor the meaning of any provisions hereof. 18.22. ELECTRONIC SIGNATURES. A signed copy of this Master Contract or any other ancillary agreement transmitted by facsimile, email, or other means of electronic transmission shall be deemed to have the same legal effect as delivery of an original executed copy of this Master Contract or such other ancillary agreement for all purposes. MASTER CONTRACT NO. 06719-01 PAGE 31 18.23. COUNTERPARTS. This Master Contract may be executed in any number of counterparts, each of which shall be deemed an original and all of which counterparts together shall constitute the same instrument which may be sufficiently evidenced by one counterpart. Execution of this Master Contract at different times and places by the parties shall not affect the validity thereof so long as all the parties hereto execute a counterpart of this Master Contract. EXECUTED as of the date and year first above written. STATE OF WASHINGTON Department of Enterprise Services GILLIG LLC a California company By: ___________________________ Elena McGrew By: ___________________________ William F Fay, Jr. Its: Enterprise Procurement Manager Its: Vice President Sales MASTER CONTRACT NO. 06719-01 PAGE 32 EXHIBIT A Included Transit Buses Contractor is authorized to sell Heavy Duty Transit Buses [categories awarded], including applicable accessories, components, subsystems, and replacement parts necessary for operation of the transit buses for its operational life. Transit buses offered under this Master Contract will comply with the specifications listed in [specification document title]. [insert specification document and modifications from solicitation at time of contract award] MASTER CONTRACT NO. 06719-01 PAGE 33 Exhibit B Prices for Heavy Duty Transit Buses Prices for Heavy Duty Transit Buses as listed in the attached Heavy Duty Price Sheet. [Insert Price Sheet at time of contract award] MASTER CONTRACT NO. 06719-01 PAGE 34 Exhibit C Insurance Requirements 1. INSURANCE OBLIGATION. During the Term of this Master Contract, Contractor shall possess and maintain in full force and effect, at Contractor’s sole expense, the following insurance coverages: a. COMMERCIAL GENERAL LIABILITY INSURANCE. Commercial general liability insurance (and, if necessary, commercial umbrella liability insurance) covering bodily injury and property damage, personal injury, and advertising injury liability on an ‘occurrence form’ that shall be no less comprehensive and no more restrictive than the coverage provided by Insurance Services Office (ISO) under the most recent version of form CG 00 01 in the amount of not less than $2,000,000 per occurrence and $4,000,000 general aggregate. This coverage shall include blanket contractual liability coverage. This coverage shall include a cross-liability clause or separation of insured condition. b. WORKERS’ COMPENSATION INSURANCE & EMPLOYER’S LIABILITY (STOP GAP). Contractor shall comply with applicable Workers’ Compensation or Industrial Accident insurance providing benefits to statutory limits, including Employer’s or Stop-Gap Liability with a minimum limit of $1,000,000 per accident/bodily injury by disease; $1,000,000 policy limit/Bodily injury by disease; and $1,000,000 each employee. c. PRODUCTS-COMPLETED OPERATIONS LIABILITY INSURANCE. Products-completed operations liability insurance in the amount of not less than $2,000,000 combined single limit per occurrence, $4,000,000 general annual aggregate for a period of five (5) years after acceptance of the last bus delivered under this Contract. Products Liability coverage may be effected through one or more excess liability policies. d. COMMERCIAL AUTOMOBILE LIABILITY INSURANCE. ‘Symbol 1’ Commercial Automobile Liability coverage (and, if necessary, commercial umbrella liability insurance) including coverage for all owned, hired, and non-owned vehicles. The combined single limit per accident shall not be less than $2,000,000. e. PROFESSIONAL LIABILITY (ERRORS & OMISSIONS) INSURANCE. Professional liability insurance in the amount of not less than $2,000,000 combined single limit per occurrence, $4,000,000 general annual aggregate. f. UMBRELLA INSURANCE. Umbrella coverage in the sum of $__________ shall be provided and shall apply over all liability policies, without exception, including but not limited to Commercial General Liability, Employers’ Liability, Products-Completed Operations Liability, Automobile Liability, and Professional Liability. Claims Made Policies (applicable only to professional liability). If any of the required policies provide claims-made coverage: 1. The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work 2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract work. MASTER CONTRACT NO. 06719-01 PAGE 35 3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Contractor must purchase “extended reporting” coverage for a minimum of five (5) years after completion of work. The insurance coverage limits set forth herein are the minimum. Contractor’s insurance coverage shall be no less than the minimum amounts specified. Coverage in the amounts of these minimum limits, however, shall not be construed to relieve Contractor from liability in excess of such limits. Contractor waives all rights against the State of Washington for the recovery of damages to the extent such damages are covered by any insurance required herein. 2. INSURANCE CARRIER RATING. Coverages provided by the Contractor must be underwritten by an insurance company deemed acceptable to the State of Washington’s Office of Risk Management. Insurance coverage shall be provided by companies authorized to do business within the State of Washington and rated A- Class VII or better in the most recently published edition of Best’s Insurance Rating. Enterprise Services reserves the right to reject all or any insurance carrier(s) with an unacceptable financial rating. 3. ADDITIONAL INSURED. Except for Workers’ Compensation, Commercial Automobile Liability, and Professional Liability (Errors and Omissions), all required insurance shall include the State of Washington (and its agents, officers, and employees) and the applicable Participant as an Additional Insureds evidenced by copy of the Additional Insured Endorsement attached to the Certificate of Insurance on such insurance policies. 4. CERTIFICATE OF INSURANCE. Prior to execution of the Master Contract, Contractor shall furnish to Enterprise Services, as evidence of the insurance coverage required by this Master Contract, a certificate of insurance satisfactory to Enterprise Services that insurance, in the above-stated kinds and minimum amounts, has been secured. In addition, no less than ten (10) days prior to coverage expiration, Contractor shall furnish to Enterprise Services an updated or renewed certificate of insurance, satisfactory to Enterprise Services, that insurance, in the above-stated kinds and minimum amounts, has been secured. Failure to maintain or provide proof of insurance, as required, will result in contract cancellation. All policies and certificates of insurance shall include the Master Contract number stated on the cover of this Master Contract. 5. PRIMARY COVERAGE. Contractor’s insurance shall apply as primary and shall not seek contribution from any insurance or self-insurance maintained by, or provided to, the additional insureds listed above including, at a minimum, the State of Washington and/or any Participant. All insurance or self-insurance of the State of Washington and/or Participants shall be excess of any insurance provided by Contractor or subcontractors. 6. SUBCONTRACTORS. Contractor shall include all subcontractors as insureds under all required insurance policies. Alternatively, prior to utilizing any subcontractor, Contractor shall cause any such subcontractor to provide insurance that complies will all applicable requirements of the insurance set forth herein and shall furnish separate Certificates of Insurance and endorsements for each subcontractor. Each subcontractor must comply fully with all insurance requirements stated herein. Failure of any subcontractor to comply with insurance requirements does not limit Contractor’s liability or responsibility. MASTER CONTRACT NO. 06719-01 PAGE 36 7. WAIVER OF SUBROGATION. Contractor waives all rights of subrogation against the State of Washington and any Participant for the recovery of damages to the extent such damages are or would be covered by the insurance specified herein. 8. NOTICE OF CHANGE OR CANCELLATION. There shall be no cancellation, material change, exhaustion of aggregate limits, or intent not to renew insurance coverage, either in whole or in part, without at least sixty (60) days prior written Legal Notice by Contractor to Enterprise Services. Failure to provide such notice, as required, shall constitute default by Contractor. Any such written notice shall include the Master Contract number stated on the cover of this Master Contract. MASTER CONTRACT NO. 06719-01 PAGE 37 Exhibit D Federal Transit Administration Clauses 1.1. NO FEDERAL GOVERNMENT OBLIGATIONS TO THIRD PARTIES. (a) Participant and Contractor acknowledge and agree that, notwithstanding any concurrence by the Federal Government in or approval of the solicitation or award of the underlying Contract, absent the express written consent by the Federal Government, the Federal Government is not a party to this Contract and shall not be subject to any obligations or liabilities to the Participant, Contractor, or any other party (whether or not a party to that contract) pertaining to any matter resulting from the underlying Contract. (b) Contractor agrees to include the above clause in each subcontract financed in whole or in part with Federal assistance provided by FTA. It is further agreed that the clause shall not be modified, except to identify the subcontractor who will be subject to its provisions. 1.2. FALSE STATEMENTS OR CLAIMS CIVIL AND CRIMINAL FRAUD. (a) Contractor acknowledges that the provisions of the Program Fraud Civil Remedies Act of 1986, as amended, 31 U.S.C. § 3801 et seq. and U.S. DOT regulations, "Program Fraud Civil Remedies," 49 C.F.R. Part 31, apply to its actions pertaining to this Project. Upon execution of the underlying contract, Contractor certifies or affirms the truthfulness and accuracy of any statement it has made, it makes, it may make, or causes to be made, pertaining to the underlying contract or the FTA assisted project for which this contract work is being performed. In addition to other penalties that may be applicable, Contractor further acknowledges that if it makes, or causes to be made, a false, fictitious, or fraudulent claim, statement, submission, or certification, the Federal Government reserves the right to impose the penalties of the Program Fraud Civil Remedies Act of 1986 on Contractor to the extent the Federal Government deems appropriate. (b) Contractor also acknowledges that if it makes, or causes to be made, a false, fictitious, or fraudulent claim, statement, submission, or certification to the Federal Government under a contract connected with a project that is financed in whole or in part with Federal assistance originally awarded by FTA under the authority of 49 U.S.C. § 5307, the Government reserves the right to impose the penalties of 18 U.S.C. § 1001 and 49 U.S.C. § 5307(n)(1) on Contractor, to the extent the Federal Government deems appropriate. (c) Contractor agrees to include the above two clauses in each subcontract financed in whole or in part with Federal assistance provided by FTA. It is further agreed that the clauses shall not be modified, except to identify the subcontractor who will be subject to the provisions. 1.3. ACCESS TO THIRD PARTY CONTRACT RECORDS. (a) Where the Participant is not a State but a local government and is the FTA Recipient or a subgrantee of the FTA Recipient in accordance with 49 C.F.R. 18.36(i), the Contractor agrees to provide the Participant, the FTA Administrator, the Comptroller General of the United States or any of their authorized representatives access to any books, documents, papers and records of the Contractor which are directly pertinent to this contract for the purposes of making audits, examinations, excerpts and transcriptions. Contractor also agrees, pursuant to 49 C.F.R. 633.17 to provide the FTA Administrator or his MASTER CONTRACT NO. 06719-01 PAGE 38 authorized representatives including any PMO Contractor access to Contractor's records and construction sites pertaining to a major capital project, defined at 49 U.S.C. 5302(a)1, which is receiving federal financial assistance through the programs described at 49 U.S.C. 5307, 5309 or 5311. (b) Where the Participant is a State and is the FTA Recipient or a subgrantee of the FTA Recipient in accordance with 49 C.F.R. 633.17, Contractor agrees to provide the Participant, the FTA Administrator or his authorized representatives, including any PMO Contractor, access to the Contractor's records and construction sites pertaining to a major capital project, defined at 49 U.S.C. 5302(a)1, which is receiving federal financial assistance through the programs described at 49 U.S.C. 5307, 5309 or 5311. By definition, a major capital project excludes contracts of less than the simplified acquisition threshold currently set at $100,000. (c) Where the Participant enters into a negotiated contract for other than a small purchase or under the simplified acquisition threshold and is an institution of higher education, a hospital or other non-profit organization and is the FTA Recipient or a subgrantee of the FTA Recipient in accordance with 49 C.F.R. 19.48, Contractor agrees to provide the Participant, FTA Administrator, the Comptroller General of the United States or any of their duly authorized representatives with access to any books, documents, papers and record of the Contractor which are directly pertinent to this contract for the purposes of making audits, examinations, excerpts and transcriptions. (d) Where any Participant which is the FTA Recipient or a subgrantee of the FTA Recipient in accordance with 49 U.S.C. 5325(a) enters into a contract for a capital project or improvement (defined at 49 U.S.C. 5302(a)1) through other than competitive bidding, the Contractor shall make available records related to the contract to the Participant, the Secretary of Transportation and the Comptroller General or any authorized officer or employee of any of them for the purposes of conducting an audit and inspection. (e) Contractor agrees to permit any of the foregoing parties to reproduce by any means whatsoever or to copy excerpts and transcriptions as reasonably needed. (f) Contractor agrees to maintain all books, records, accounts and reports required under this contract for a period of not less than three years after the date of termination or expiration of this contract, except in the event of litigation or settlement of claims arising from the performance of this contract, in which case Contractor agrees to maintain same until the Participant, the FTA Administrator, the Comptroller General, or any of their duly authorized representatives, have disposed of all such litigation, appeals, claims or exceptions related thereto. Reference 49 CFR 18.39(i)(11). (g) FTA does not require the inclusion of these requirements in subcontracts. 1.4. CHANGES TO FEDERAL REQUIREMENTS. Contractor shall at all times comply with all applicable FTA regulations, policies, procedures and directives, including without limitation those listed directly or by reference in the Master Agreement between Participant and FTA, as they may be amended or promulgated from time to time during the term of this contract. Contractor's failure to so comply shall constitute a material breach of this Contract. 1.5. TERMINATION. See Section 16 Suspension & Termination and Section 18.13 Waiver. 1.6. CIVIL RIGHTS. MASTER CONTRACT NO. 06719-01 PAGE 39 (a) Nondiscrimination. In accordance with Title VI of the Civil Rights Act, as amended, 42 U.S.C. § 2000d, section 303 of the Age Discrimination Act of 1975, as amended, 42 U.S.C. § 6102, section 202 of the Americans with Disabilities Act (ADA) of 1990, 42 U.S.C. § 12132, and Federal transit law at 49 U.S.C. § 5332, Contractor agrees that it will not discriminate against any employee or applicant for employment because of race, color, creed, national origin, sex, age, or disability. In addition, Contractor agrees to comply with applicable Federal implementing regulations and other implementing requirements FTA may issue. (b) Equal Employment Opportunity. The following equal employment opportunity requirements apply to the underlying contract: 1. Race, Color, Creed, National Origin, Sex. In accordance with Title VII of the Civil Rights Act, as amended, 42 U.S.C. § 2000e, and Federal transit laws at 49 U.S.C. § 5332, the Contractor agrees to comply with all applicable equal employment opportunity requirements of U.S. Department of Labor (U.S. DOL) regulations, "Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor," 41 C.F.R. Parts 60 et seq., (which implement Executive Order No. 11246, "Equal Employment Opportunity," as amended by Executive Order No. 11375, "Amending Executive Order 11246 Relating to Equal Employment Opportunity," 42 U.S.C. § 2000e note), and with any applicable Federal statutes, executive orders, regulations, and Federal policies that may in the future affect construction activities undertaken in the course of the Project. Contractor agrees to take affirmative action to ensure that applicants are employed, and that employees are treated during employment, without regard to their race, color, creed, national origin, sex, or age. Such action shall include, 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. In addition, Contractor agrees to comply with any implementing requirements FTA may issue. 2. Age. In accordance with section 4 of the Age Discrimination in Employment Act of 1967, as amended, 29 U.S.C. §§ 623 and Federal transit law at 49 U.S.C. § 5332, Contractor agrees to refrain from discrimination against present and prospective employees for reason of age. In addition, Contractor agrees to comply with any implementing requirements FTA may issue. 3. Disabilities. In accordance with section 102 of the Americans with Disabilities Act, as amended, 42 U.S.C. § 12112, Contractor agrees that it will comply with the requirements of U.S. Equal Employment Opportunity Commission, "Regulations to Implement the Equal Employment Provisions of the Americans with Disabilities Act," 29 C.F.R. Part 1630, pertaining to employment of persons with disabilities. In addition, Contractor agrees to comply with any implementing requirements FTA may issue. (c) Contractor also agrees to include these requirements in each subcontract financed in whole or in part with Federal assistance provided by FTA, modified only if necessary to identify the affected parties. 1.7. DISADVANTAGED BUSINESS ENTERPRISES. The Disadvantaged Business Enterprise (DBE) requirements of 49 CFR Part 26 and USDOT’s official interpretations (i.e., Questions & Answers) apply to this Contract. As such, the requirements of this Contract are to make affirmative efforts to solicit DBEs, provide information on who submitted a Bid or quote and to report DBE participation. No MASTER CONTRACT NO. 06719-01 PAGE 40 preference will be included in the evaluation of Bids/Proposals, no minimum level of DBE participation shall be required as a Condition of Award and Bids/Proposals may not be rejected or considered non-responsive on that basis. Transit Vehicle Manufacturer Compliance with DBE Requirements. Before a transit vehicle manufacturer (TVM) may submit a bid or proposal to provide vehicles to be financed with FTA assistance, 49 C.F.R. § 26.49 requires the TVM to submit a certification that it has complied with FTA’s DBE requirements. 1.8. ADA ACCESS. Contractor shall comply with the requirements of 49 CFR FTA C 4710.1 as applicable to this Contract. Equal access and the opportunity should be given to individuals with disabilities to fully participate in or benefit from the goods, services, facilities, privileges, advantages, or accommodations. Contractor must comply with the accessibility requirements of DOT regulations, “Transportation Services for Individuals with Disabilities (ADA),” 49 C.F.R. part 37, and Joint Access Board/DOT regulations, “Americans with Disabilities (ADA) Accessibility Specifications for Transportation Vehicles,” 36 C.F.R. part 1192 and 49 C.F.R. part 38. 1.9. INCORPORATION OF FEDERAL TRANSIT ADMINISTRATION (FTA) TERMS. The preceding provisions include, in part, certain Standard Terms and Conditions required by DOT, whether or not expressly set forth in the preceding Contract provisions. All contractual provisions required by DOT, as set forth in FTA Circular 4220.1F, are hereby incorporated by reference. Anything to the contrary herein notwithstanding, all FTA mandated terms shall be deemed to control in the event of a conflict with other provisions contained in this Agreement. Contractor shall not perform any act, fail to perform any act, or refuse to comply with any (name of grantee) requests which would cause (name of grantee) to be in violation of the FTA terms and conditions. 1.10. DEBARMENT AND SUSPENSION. This Contract is a covered transaction for purposes of 49 CFR Part 29. As such, the contractor is required to verify that none of the contractor, its principals, as defined at 49 CFR 29.995, or affiliates, as defined at 49 CFR 29.905, are excluded or disqualified as defined at 49 CFR 29.940 and 29.945. Contractor is required to comply with 49 CFR 29, Subpart C and must include the requirement to comply with 49 CFR 29, Subpart C in any lower tier covered transaction it enters into. By signing and submitting its bid or proposal, the bidder or proposer certifies as follows: The certification in this clause is a material representation of fact relied upon by Enterprise Services. If it is later determined that the bidder or proposer knowingly rendered an erroneous certification, in addition to remedies available to Enterprise Services, the Federal Government may pursue available remedies, including but not limited to suspension and/or debarment. The bidder or proposer agrees to comply with the requirements of 49 CFR 29, Subpart C while this offer is valid and throughout the period of any contract that may arise from this offer. The bidder or proposer further agrees to include a provision requiring such compliance in its lower tier covered transactions. 1.11. BUY AMERICA. Contractor agrees to comply with 49 U.S.C. 5323(j) and 49 C.F.R. Part 661, which provide that Federal funds may not be obligated unless steel, iron, and manufactured products used in FTA-funded projects are produced in the United States, unless a waiver has been granted by FTA or the product is subject to a general waiver. General waivers are listed in 49 C.F.R. 661.7. Separate requirements for rolling stock are set out at 49 U.S.C. 5323(j)(2)(C) and 49 C.F.R. § 661.11. Rolling stock must be assembled in the United States and have at least a 65 percent MASTER CONTRACT NO. 06719-01 PAGE 41 domestic stock content for rolling stock procurements with the first vehicle scheduled for delivery in fiscal years 2018 and 2019 and at least 70 percent domestic content for rolling stock procurements with the first vehicle scheduled for delivery in 2020 or thereafter. Contractor must submit to Participants the appropriate Buy America Certification with all offers on FTA-funded contracts, except those subject to a general waiver. Proposals that are not accompanied by a properly completed Bus America certification are subject to the provisions of 49 CFR 661.13 and will be rejected as nonresponsive. Pursuant to Appendix A to §661.7(b), a general public interest waiver from the Buy America requirements applies to microprocessors, computers, microcomputers, or software, or other such devices, which are used solely for the purpose of processing or storing data. This general waiver does not extend to a product or device which merely contains a microprocessor or microcomputer and is not used solely for the purpose of processing or storing data. 1.12. RESOLUTION OF DISPUTES, BREACHES, OR OTHER LITIGATION. See Section 15. 1.13. LOBBYING. Byrd Anti-Lobbying Amendment, 31 U.S.C. 1352, as amended by the Lobbying Disclosure Act of 1995, P.L. 104-65 [to be codified at 2 U.S.C. § 1601, et seq.]. Contractors who apply or bid for an award of $100,000 or more shall file the certification required by 49 CFR part 20, "New Restrictions on Lobbying." Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier shall also disclose the name of any registrant under the Lobbying Disclosure Act of 1995 who has made lobbying contacts on its behalf with non-Federal funds with respect to that Federal contract, grant or award covered by 31 U.S.C. 1352. Such disclosures are forwarded from tier to tier up to the recipient. 1.14. CLEAN AIR. Contractor agrees to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act, as amended, 42 U.S.C. §§ 7401 et seq. Contractor agrees to report each violation to the Participant and understands and agrees that the Participant will, in turn, report each violation as required to assure notification to FTA and the appropriate EPA Regional Office. Contractor also agrees to include these requirements in each subcontract exceeding $100,000 financed in whole or in part with Federal assistance provided by FTA. 1.15. CLEAN WATER. The Contractor agrees to comply with all applicable standards, orders or regulations issued pursuant to the Federal Water Pollution Control Act, as amended, 33 U.S.C. 1251 et seq. Contractor agrees to report each violation to the Participant and understands and agrees that the Participant will, in turn, report each violation as required to assure notification to FTA and the appropriate EPA Regional Office. Contractor also agrees to include these requirements in each subcontract exceeding $100,000 financed in whole or in part with Federal assistance provided by FTA. 1.16. CARGO PREFERENCE - Use of United States-Flag Vessels. Contractor agrees to: (a)Use privately owned United States-Flag commercial vessels to ship at least 50 percent of the gross tonnage (computed separately for dry bulk carriers, dry cargo liners, and tankers) involved, whenever shipping any equipment, material, or commodities pursuant MASTER CONTRACT NO. 06719-01 PAGE 42 to the underlying contract to the extent such vessels are available at fair and reasonable rates for United States-Flag commercial vessels; (b)Furnish within 20 working days following the date of loading for shipments originating within the United States or within 30 working days following the date of leading for shipments originating outside the United States, a legible copy of a rated, "on-board" commercial ocean bill-of -lading in English for each shipment of cargo described in the preceding paragraph to the Division of National Cargo, Office of Market Development, Maritime Administration, Washington, DC 20590 and to the FTA recipient (through the contractor in the case of a subcontractor's bill-of-lading.) (c)Include these requirements in all subcontracts issued pursuant to this Contract when the subcontract may involve the transport of equipment, material, or commodities by ocean vessel. 1.17. ENERGY CONSERVATION. Contractor agrees to comply with mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. 1.18. BUS TESTING. Contractor agrees to comply with the Bus Testing requirements under 49 U.S.C. A 5318(e) and FTA's implementing regulation at 49 CFR Part 665 to ensure that the requisite testing is performed for all new bus models or any bus model with a major change in configuration or components, and that the bus model has achieved a passing score. Upon completion of the testing, Contractor shall obtain a copy of the bus testing reports from the operator of the testing facility and make that report publicly available prior to final acceptance of the first vehicle by the recipient. 1.19. PRE-AWARD AND POST-DELIVERY AUDIT REQUIREMENTS. Contractor agrees to comply with 49 U.S.C. § 5323(m) and FTA's implementing regulation at 49 C.F.R. part 663. Contractor shall comply with the Buy America certification(s) submitted with its proposal/bid. Contractor agrees to participate and cooperate in any pre-award and post-delivery audits performed pursuant to 49 C.F.R. part 663 and related FTA guidance. Contractor shall submit manufacturer’s FMVSS self-certification, Federal Motor Bus Safety Standards, that the bus complies with relevant FMVSS or manufacturer’s certified statement that the contracted buses will not be subject to FMVSS regulations. 1.20. FLY AMERICA. Contractor agrees to comply with 49 USC 40118 (the “Fly America” Act) in accordance with the General Services Administration’s regulations at 41 CFR Part 301-10, which provide that recipients and sub recipients of federal funds and their Contractors are required to use U.S. flag air carriers for U.S. government-financed international air travel and transportation of their personal effects or property, to the extent such service is available, unless travel by foreign air carrier is a matter of necessity, as defined by the Fly America Act. Contractor shall submit, if a foreign air carrier was used, an appropriate certification or memorandum adequately explaining why service by a U.S.-flag air carrier was not available or why it was necessary to use a foreign air carrier and shall, in any event, provide a certificate of compliance with the Fly America requirements. Contractor agrees to include the requirements of this section in all subcontracts that may involve international air transportation. 1.21. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT. For all contracts in excess of $100,000 that involve the employment of mechanics or laborers, Contractor shall comply with the Contract Work Hours and Safety Standards Act (40 U.S.C. §§ 3701- 3708), as supplemented by the MASTER CONTRACT NO. 06719-01 PAGE 43 Department of Labor regulations at 29 C.F.R. part 5. Under 40 U.S.C. § 3702 of the Act, Contractor shall compute the wages of every mechanic and laborer, including watchmen and guards, on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchase of supplies or materials or articles ordinarily available on the open market, or to contracts for transportation or transmission of intelligence. In the event of any violation of the clause set forth herein, Contractor and any subcontractor responsible therefor shall be liable for the unpaid wages. In addition, Contractor and subcontractor shall be liable to the United States (in the case of work done under contract for the District of Columbia or a territory, to such District or to such territory), for liquidated damages. Liquidated damages will be computed with respect to each individual laborer or mechanic, including watchmen and guards, employed in violation of this clause in the sum of $10 for each calendar day on which such individual was required or permitted to work in excess of the standard workweek of forty hours without payment of the overtime wages required by this clause. The Participant will upon its own action or upon written request of an authorized representative of the Department of Labor withhold or cause to be withheld, from any moneys payable on account of work performed by the Contractor or subcontractor under any such contract or any other Federal contract with the same prime Contractor, or any other federally-assisted contract subject to the Contract Work Hours and Safety Standards Act, which is held by the same prime Contractor, such sums as may be determined to be necessary to satisfy any liabilities of such Contractor or subcontractor for unpaid wages and liquidated damages as provided in this section. Contractor or subcontractor shall insert in any subcontracts the clauses set forth in this section and also a clause requiring the subcontractors to include these clauses in any lower tier subcontracts. The prime Contractor shall be responsible for compliance by any subcontractor or lower tier subcontractor with the clauses set forth in this agreement. MASTER CONTRACT NO. 06719-01 PAGE 44 Exhibit E Federal Transit Administration Certifications [inserted from Solicitation Exhibit A-3] City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1296 Agenda Date:9/14/2023 Agenda #:1.-T. REPORT TO THE CITY COUNCIL FROM:MIGUEL ARIAS, Councilmember District 3 GARRY BREDEFELD, Councilmember District 6 NELSON ESPARZA, Councilmember District 7 SUBJECT ***BILL B-32 (Intro’d September 14, 2023) (For Adoption) Adding Section 9-110 to Chapter 9 of the Fresno Municipal Code, Adding the Infectious Disease Lab Accountability and Transparency Ordinance. (Subject to Mayor’s Veto) Attachment: Ordinance City of Fresno Printed on 9/8/2023Page 1 of 1 powered by Legistar™ 9/14/2023 REMOVED W/ NO RETURN DATE B-32 the agenda title incorrectly lists the introduction date as September 14, 2023. The record should reflect the introduction date as August 24, 2023. 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, ADDING SECTION 9-110 TO CHAPTER 9 OF THE FRESNO MUNICIPAL CODE, ADDING THE INFECTIOUS DISEASE LAB ACCOUNTABILITY AND TRANSPARENCY ORDINANCE. WHEREAS, the City is committed to the safe operation of businesses within its municipal limits; and WHEREAS, it has recently come to light that potentially dangerous laboratories are or have been operated in and around Fresno County; and WHEREAS, the Centers for Disease Control defines “infectious diseases” as illnesses cause by germs, such as bacteria, viruses, and fungi that enter the body, multiply, and can cause an infection; and WHEREAS, some infectious diseases are contagious or communicable meaning they are capable of spreading from one person to another. THE COUNCIL OF THE CITY OF FRESNO DOES ORDAIN AS FOLLOWS: SECTION 1. Section 9-110 of the Fresno Municipal Code is added to read as follows: SECTION 9-110. – OPERATION OF CLINICAL OR MEDICAL LABORATORIES. (a)This Section shall be known as the Infectious Disease Lab Accountability and Transparency Ordinance. (b)For the purpose of this ordinance, infectious diseases include 2 of 4 and is not limited to the following: Tuberculosis, Polio, Chickenpox, Cholera, Rubella, HIV/AIDS, Covid-19, Anthrax, Meningitis, Influenza, Ebola, Hepatitis A, Hepatitis B, Hepatitis C, Tetanus, Giardiasis, and Malaria. (c)No person or entity shall operate an infectious disease laboratory within the City of Fresno without first obtaining all proper local, state, and federal licensing. (d)Any person or entity intending to operate an infectious disease laboratory within the City of Fresno shall notify the City of such intent through its Planning Director by letter titled “Notice of Intent to Operate Infectious Disease Laboratory” prior to applying for any entitlement or permit to operate. (e)Within 30 days of receiving a Notice of Intention and prior to approval of any related conditional use permit or zone clearance, the Planning Director shall notify the City Council in writing of said notice and attach a copy of the same. (f)No later than 15 days prior to the Planning Director approving any conditional use permit or zone clearance for an infectious disease laboratory, residents and businesses within 1,000 feet shall be notified by the City. (g)Any person or entity willfully violating the provisions of this section shall be guilty of a misdemeanor punishable up to one year in a county jail and a $1,000.00 fine. The City Attorney is also authorized to refer 3 of 4 felony violations of the law to either the Fresno County District Attorney’s Office or The California Department of Justice. SECTION 2. 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: Kristi M. Costa Date Senior Deputy City Attorney City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1285 Agenda Date:9/14/2023 Agenda #: 1.-U. REPORT TO THE CITY COUNCIL FROM:MIGUEL ARIAS, Councilmember District 3 MIKE KARBASSI, Councilmember District 2 ANNALISA PEREA, Vice President District 1 SUBJECT ***Bill B-27 (Intro’d August 10, 2023) (For adoption) - Amending Sections 3-616, 7-1510, 9-234 and 9 -915 of the Fresno Municipal Code, relating to human rights, including protections against discrimination based on an individual’s caste and indigeneity (Subject to Mayor’s Veto) Attachment: Ordinance City of Fresno Printed on 9/8/2023Page 1 of 1 powered by Legistar™ 9/14/2023 REMOVED WITH NO RETURN DATE 1 of 15 Date Adopted: Date Approved Effective Date: City Attorney Approval: ________ Ordinance No. BILL NO. ORDINANCE NO. AN ORDINANCE OF THE CITY OF FRESNO, CALIFORNIA, AMENDING SECTIONS 3-616, 7-1510, 9-234 AND 9-915 OF THE FRESNO MUNICIPAL CODE, RELATING TO HUMAN RIGHTS, INCLUDING PROTECTIONS AGAINST DISCRIMINATION BASED ON AND INDIVIDUAL’S CASTE AND INDIGENEITY WHEREAS, caste is a system of rigid social stratification characterized by hereditary status, endogamy, and social barriers sanctioned by custom, law, or religion; and WHEREAS, indigeneity refers to the original, diverse societies with their own identities that constitute an integral part of the Americas; and WHEREAS, caste discrimination is based on birth and descent, and occurs in the form of social segregation, physical and psychological abuse, and violence; and WHEREAS, indigenous communities have suffered from historic injustices as a result of, inter alia, their colonization and the dispossession of their lands, languages, territories and resources, thus preventing them from exercising, in particular, their right to development in accordance with their own needs and interests; and WHEREAS, caste and indigeneity discrimination manifests in employment, education, and housing; and WHEREAS, in 2016, the United Nations Special Rapporteur on minority issues stated that at least 250 million people worldwide still face “appalling and dehumanizing 2 of 15 discrimination based on caste and similar systems of inherited status,” and during a presentation of the first comprehensive report on caste-based discrimination in 2016 to the United Nations Human Rights Council, the Rapporteur described caste-based discrimination as “a global problem,” and that “caste-based discrimination and violence goes against the basic principles of universal human dignity and equality, as it differentiates between ‘inferior’ and ‘superior’ categories of individuals, which is unacceptable;” and WHEREAS, in 2014, the United Nations Declaration restated their declaration around the Rights of Indigenous Peoples (“UN Declaration”) that “Indigenous peoples and individuals are free and equal to all other peoples and individuals and have the right to be free from any kind of discrimination, in the exercise of their rights, in particular that based on their indigenous origin or identity;” and WHEREAS, the majority of the caste-affected communities live in or originate from South Asia, including India, Nepal, Sri Lanka, Bangladesh, and Pakistan, where many are known by the self-chosen identity of “Dalits,” which means “those who have been broken but are resilient” and others are indigenous or indentured community members; and WHEREAS, the majority of the indigenous communities in the City of Fresno live in or originate from Mexico (especially that state of Oaxaca and Guerrero), the First Communities of California (especially the Karok, Maidu, Cahuilleno, Mojave, Yokuts, Pomo, Paiute, and Modoc), and larger communities including those from El Salvador, Guatemala, and other regions of Central and South America; and 3 of 15 WHEREAS, caste has been found to significantly affect South Asian Americans based on data collected by Equality Labs, a Dalit civil rights organization dedicated to ending caste apartheid, gender-based violence, and religious intolerance, has found that one in four caste-oppressed people faced physical and verbal assault, one in three face education discrimination, and two in three face workplace discrimination; and WHEREAS, organizations such in Fresno such as the Jakara Movement, an organization based in Fresno that aims to challenge caste oppression and uplift all communities, Shri Guru Ravidas Sabha, Guru Ravidass Temple, Sikh Institute of Fresno, Sikh Women’s Organization of Central California, Hidden Wealth, Gurdwara Gur Nanak Prakash, and others have hosted community forums and has worked to realize Guru Arjan’s vision of Halemi Raj (politics that uplift the vulnerable) and Bhagat Ravidas Ji’s mission of a Begampura (a city without sorrow); and WHEREAS, the Centro Binacional para el Desarrollo Indígena Oaxaqueño (CBDIO), is an Indigenous-led organization that works in the Central Valley and Central Coast to foster and strengthen the civic participation, economic, social, cultural development of the indigenous communities, as well as the resistance of the indigenous communities; and WHEREAS, prejudice based on caste identification and indigenous community status is found in many industries and is a grave contributor to workplace discrimination and bias; individuals in industries like agriculture technology, construction, restaurant, domestic work and other employment sectors have faced caste discrimination, harassment, bias, wage theft, and even trafficking; and 4 of 15 WHEREAS, consistent with the guidance of the U.S. Department of Justice, Civil Rights Division’s interpretation of Title VI of the Civil Rights Act to include a prohibition against discrimination based on actual or perceived shared ancestry or citizenship in a country whose residents share a dominant religion or distinct religious identity, the City of Fresno prohibits discrimination and harassment based on race, color, ancestry, religion, creed, and national origin; and WHEREAS, the City of Fresno is committed to recognizing the dignity of all its residents, workers, and visitors, including the right to reside, work, and visit a city that does not subject them to prejudicial treatment or discrimination; and WHEREAS this Ordinance shall be subject to the meet and confer process as applicable; and WHEREAS, this Ordinance shall be subject to all City policies; as well as any applicable city, state, or federal laws. THE COUNCIL OF THE CITY OF FRESNO DOES ORDAIN AS FOLLOWS: SECTION 1. Section 3-616 of the Fresno Municipal Code is amended to read as follows: SECTION 3-616. - UNFAIR EMPLOYEE RELATIONS PRACTICES (a) It is an unfair employee relations practice for an employee, employee organization, or an employee representative: (1) to interfere with, restrain, or coerce any employee in the exercise of his rights granted in this article; or (2) to violate any provision of Sections 3-621 or 3-622; or 5 of 15 (3) to discriminate against any employee because of race, creed, sex, age, color, or national origin [,caste or indigeneity] with regard to the terms and conditions of membership in an employee organization; or (4) repealed and reserved; or (5) to fail, or refuse, to cooperate in impasse procedures invoked pursuant to Section 3-617; or (6) For a formally recognized employee organization to fail, or refuse, to meet and confer in good faith with the Director at reasonable times, places, and frequencies on matters within the scope of representation. (b) It is an unfair employee relations practice for an elective officer or a member of a board or commission of the city, or an executive management employee: (1) to interfere with, restrain, or coerce any employee in the exercise of his rights granted in this article; or (2) to attempt to dominate or control any employee organization; or (3) to fail, or refuse, to cooperate in impasse procedures invoked pursuant to Section 3-617. (c) It is an unfair employee relations practice for: 6 of 15 (1) the Director to refuse to meet and confer in good faith with the representative of a formally recognized employee organization at reasonable times, places, and frequencies, or to consult within a reasonable time after request; or (2) repealed and reserved; (d) A charge of an unfair employee relations practice may be filed with the Director by an employee, employee organization representative, an elected official, or a management employee. Such charges shall be processed by the Director who shall with reasonable promptness initiate a fact-finding procedure. The fees and expenses of fact finders incurred pursuant to this section shall be payable as follows: If the unfair employee relations practice charge is found to be true, the party charged shall bear the costs of fact finding. If the charge is found to be not true, the charging party shall bear the costs of fact finding. If the fact finder finds facts mitigating the charged party's conduct, the fact finder shall prorate the costs accordingly. The fact finder's report shall be filed with the City Clerk and shall be a public record. SECTION 2. Section 7-1510 of the Fresno Municipal Code is amended to read as follows: SECTION 7-1510. - MISCELLANEOUS PROVISIONS (a) Parks or other public facilities acquired, developed, rehabilitated or maintained with funds from this Measure shall be open, accessible, and affordable to the public without discrimination as to race, 7 of 15 color, sex, sexual orientation, age, religious belief, national origin, [caste, indigeneity, ]marital status, physical or medical handicap, medical condition or place of residence. (b) The department shall not sell bonds secured by any revenues made available by this ordinance. (c) The City shall not use funds generated from this resolution to develop facilities on existing or former landfills or waste refuse facilities. (d) No provision of this ordinance shall be construed as authorizing the condemnation of privately-owned lands. Acquisition of property through eminent domain shall be strictly prohibited with the funds generated by this ordinance. (e) Reasonable public access to lands acquired in fee simple with funds made available pursuant to this ordinance shall be provided except where that access may interfere with resource protection or to ensure public safety. For purposes of this ordinance, reasonable public access shall include parking and public restrooms. (f) All real property acquired pursuant to this ordinance shall be acquired in compliance with Chapter 16 (commencing with Section 7260) of Division 7 of Title 1 of the California Government Code. Public Agencies and Nonprofit Organizations receiving funds pursuant to this resolution shall certify compliance to the City. Funds disbursed to a Public Agency in accordance with this ordinance may be expended by that agency pursuant 8 of 15 to an agreement, or by an entity, authorized or established pursuant to Article 1 (commencing with Section 6500) of Chapter 5 of Division 7 of Title 1 of the Government Code. SECTION 3. Section 9-234 of the Fresno Municipal Code is amended to read as follows: SECTION 9-234. - MISCELLANEOUS (a) The captions to sections throughout this article are intended solely to facilitate reading and reference to the sections and provisions of this article. Such captions shall not affect the meaning or interpretation of this article. (b) Unless otherwise indicated, when the performance or doing of any act, duty, matter, or payment is required under this article or any franchise, and a period of time or duration for the fulfillment of doing thereof is prescribed and is fixed herein, the time shall be computed so as to exclude the first and include the last day of the prescribed or fixed period of time. (c) If any term, condition, or provision of this article shall, to any extent, be held to be invalid or unenforceable by a valid order of any court or regulatory agency, the remainder hereof shall be valid in all other respects and continue to be effective. In the event of a subsequent change in applicable law so that the provision that had been held invalid is no longer invalid, said provision shall thereupon return to full force and effect without 9 of 15 further action by the city and shall thereafter be binding on the franchisee and the city. (d) Connections to cable system; use of antennae. (1) To the extent consistent with federal law, subscribers shall have the right to attach VCR's, receivers, and other terminal equipment to a franchisee's cable system. Subscribers also shall have the right to use their own remote control devices and converters, and other similar equipment. (2) A franchisee shall not, as a condition of providing service, require a subscriber or potential subscriber to remove any existing antenna, or disconnect an antenna except at the express direction of the subscriber or potential subscriber, or prohibit installation of a new antenna, provided that such antenna is connected with an appropriate device and complies with applicable law. (e) Connections to cable system; use of antennae. (1) A cable communications system operator shall not discriminate among persons or the city or take any retaliatory action against a person or the city because of that entity's exercise of any right it may have under federal, state, or local law, nor may the operator require a person the city to waive such rights as a condition of taking service. 10 of 15 (2) A cable communications system operator shall not refuse to employ, discharge from employment, or discriminate against any person in compensation or in terms, conditions, or privileges of employment because of race, color, creed, national origin, [caste, indigeneity,] sex, sexual orientation, age, disability, religion, ethnic background, or marital status. A cable system operator shall comply with all federal, state, and local laws and regulations governing equal employment opportunities, and hiring practices, as the same may be amended from time to time. (f) It shall be unlawful for any person, firm or corporation to make or use any unauthorized connection, whether physically, electrically, acoustically, inductively or otherwise, with any part of a franchised cable communication system within this city for the purpose of enabling himself or others to receive or use any television signal, radio signal, picture, program or sound, or other information or intelligence, without payment to the owner of said system or its lessee. It shall be unlawful for any person, without the consent of the owner, to willfully tamper with, remove or injure any cables, wires or equipment used for distribution of television signals, radio signals, pictures, programs or sound, or information or intelligence. (g) Transitional provisions. (1) The operator of any facility installed as of the effective date of this article, for which a franchise is required under this article, 11 of 15 shall have three months from the effective date of this article to file one or more applications for a franchise. Any operator timely filing such an application under this section shall not be subject to a penalty for failure to have such a franchise so long as said application remains pending; provided, however, nothing herein shall relieve any cable communications system operator of any liability for its failure to obtain any permit or other authorization required under other provisions of Fresno Municipal Code, and nothing herein shall prevent the city from requiring removal of any facilities installed in violation of the Code. (2) Any person holding an existing franchise for a cable communications system may continue to operate under the existing franchise to the conclusion of its present term and any additional period required by the Cable Act including section 626 thereof, with respect to those activities expressly authorized by the franchise; and provided further that, such Person shall be subject to the other provisions of this article to the extent permitted by law. (3) Pending applications shall be subject to this article. A person with a pending application shall have 30 days from the effective date of this Title to submit additional information to comply with the requirements of this article governing applications. (h) Extended Operation. 12 of 15 (1) Unless otherwise expressly provided in the franchise documents, upon the expiration, non-renewal, or revocation of a franchise, the city may require the franchisee to continue to operate the cable communication system for a defined period of time not to exceed twenty-four (24) months from the date of such expiration, non-renewal, or revocation. The franchisee shall, as trustee for its successor-in-interest, continue to operate the cable communication system under the terms and conditions of this article and the franchise documents and to provide the regular cable service and any of the other services that may be provided at that time. The city shall be permitted to seek legal and equitable relief to enforce the provisions of this section. (i) very field representative of the franchisee shall be clearly identified on sight to the public as a representative of the franchisee. Every vehicle of the franchisee shall be similarly identified. (j) The city may, with the permission of the relevant court or administrative tribunal, intervene in any suit or proceeding involving the cable communication system franchise to which the franchisee is party. (k) Franchisee shall maintain throughout the term of the franchise, a local address for service of notices by mail. (l) Within one hundred eighty days from and after the effective date of the ordinance awarding the franchise or franchise renewal, or within 13 of 15 such extended period of time as the council in its discretion may authorize, the franchisee shall file with the city clerk copies of all contracts which it may have with all public utility companies, including but not limited to the SBC Communications Inc. and the Pacific Gas & Electric, whereby grantee is granted any right to use any of the property, equipment or facilities of such utility or utilities in the conduct of any operations pursuant to the franchise or franchise renewal awarded to said franchisee. (m) The franchisee shall not, and shall prohibit any officer, agent, employee, contractor or subcontractor which it retains from, removing or trimming any tree or portion thereof (either above, at or below ground level), which is located within a public right-of-way without the prior written approval of the City Director of Public Works, consistent with the Fresno Municipal Code. Such consent may be given or withheld upon such terms and conditions as the Director of Public Works deems appropriate. Each franchisee shall be responsible for, shall indemnify, defend and hold harmless the city, and its officers, agents and employees from and against any and all damages arising out of or resulting from the removal, trimming, mutilation of or any injury to any tree or trees proximately caused by the franchisee or its officers, agents, employees, contractors or subcontractors. SECTION 4. Section 9-915 of the Fresno Municipal Code is amended to read as follows: SECTION 9-915. - RATES OF FARE 14 of 15 (a) The rates of fare to be charged within the City of Fresno to the public for use of taxicabs shall be the same for all taxicabs operated by the permittee, shall be consistent with city Master Fee Schedule requirements, and shall be based upon time and distance traveled. (b) The Council, by resolution, may establish rates for mileage, drop charges, and waiting time applicable to all taxicabs. This rate shall increase due to changes in the Consumer Price Index. (c) Consumers shall be notified of the drop charge and mileage rate in effect at the time the services are contracted and before the initiation of the trip. (d) Rates may not be based on the geographic location or neighborhood of the drop off or pick up site, or a consumer's race, sex, religion, age, national origin, [caste, indigeneity] or disability. (e) Permittees may voluntarily offer or negotiate a rate lower than the posted rate. SECTION 5. 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. 15 of 15 * * * * * * * * * * * * * * 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: Angela M. Karst Date Senior Deputy City Attorney City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1246 Agenda Date:9/14/2023 Agenda #: REPORT TO THE CITY COUNCIL FROM:JENNIFER CLARK, Director Planning and Development Department THROUGH:PHILIP SKEI, Assistant Director Planning and Development Department BY:BRANDON SISK, Senior Management Analyst Community Development Division SUBJECT Actions pertaining to funding provided by the U.S. Department of Housing and Community Development Office of Community Planning and Development (HUD CPD): 1. HEARING to obtain public comments regarding Substantial Amendment 2023-01 to the 2023- 2024 Annual Action Plan and submission of a $20 million Section 108 Loan Application to the United States Department of Housing and Urban Development (HUD) for the development of a Senior Activity Center, located at 4343 North Blackstone Avenue 2. ***RESOLUTION - Adopting Substantial Amendment 2023-01 to the Fiscal Year (FY) 2023- 2024 Annual Action Plan; authorizing submission to the U.S. Department of Housing and Urban Development (HUD) to apply for a $20 million Section 108 Loan for the development of a Senior Activity Center; and authorizing the City Manager or designee to sign all necessary implementing documents required by HUD (Subject to Mayor’s veto) RECOMMENDATION Staff recommends the City Council obtain the views and comments from interested persons regarding Substantial Amendment 2023-01 and Section 108 Loan Application for the development of a Senior Activity Center; thereafter adopt Substantial Amendment 2023-01 to the 2023-2024 Annual Action Plan; and authorize submission of Substantial Amendment 2023-01 and Section 108 Loan Application to HUD. EXECUTIVE SUMMARY HUD Section 108 Loan proceeds have been identified as a key component in the financing plan for the planned Senior Activity Center. To secure this financing, HUD requires an approved Substantial Amendment to the 2023-2024 Annual Action Plan and an authorized submission of a Section 108 Loan Application. BACKGROUND City of Fresno Printed on 9/18/2023Page 1 of 3 powered by Legistar™ 9/14/2023 TM/NE 6-0 MA ABSENT R. 2023-239 File #:ID 23-1246 Agenda Date:9/14/2023 Agenda #: In its 2020-2024 Consolidated Plan,City residents identified the need for developing a public facility for senior recreation and community-building.To meet this need,the City reprogrammed $4,993,211.79 in CDBG funds to acquire property to develop a senior activity center through Substantial Amendments 2020-01 and 2020-03 to the 2020-2021 Annual Action Plan. The new senior activity center will be located at 4343 N.Blackstone Avenue on a 5.5-acre parcel west of N.Blackstone Avenue between E.Holland and E.Swift Avenues.A contiguous parcel to the South was purchased to develop senior affordable housing but is not part of this substantial amendment. The City would like to create a 30,000 square foot senior activity center that provides recreation and enrichment activities to seniors in Fresno.The main features of the facility will be determined through a community outreach process,but the City envisions possible features to include multi-purpose meeting and recreation areas with modular walls for small group activities;a kitchen for warming meals;areas to accommodate indoor and outdoor recreational activities;a computer lab with the ability to access the Internet and print documents;a dance room;a game room with board games;a dedicated fitness area;a community garden;a stage to produce plays and present awards;a TV area with access to cable or satellite programming;sharps disposal;and restrooms that include grab bars and handrails, raised toilets, lever faucets, and an alert system in cases of emergency. Based on estimated construction costs and projected financing fees,the City’s estimate to construct the Senior Activity Center is $25 million.Section 108 Loan proceeds have been identified as a key component of the financing for this project.The total amount available via the Section 108 Loan Guarantee program is equal to five times the City’s current annual CDBG entitlement less any unpaid principal on prior loans.Since the City does not have any outstanding loans,the City can borrow up to $34,485,805, which equals five times its current allocation of $6,897,161. The City is proposing to make a substantial amendment to its Program Year 2023 Annual Action Plan to apply for a $20 million Section 108 Loan to develop the senior activity center.The remaining $5 million in funding needed to complete the project may be achieved using local funding or private funding sources. The City is estimating the following financing terms for the Section 108 funds: ·0.94% financing fee, equal to $188,000 ($20,000,000 * .0094). o The financing fee is scheduled to increase to no more than 2%on September 20,2023. If the City is unable to submit the Section 108 loan prior to that date,the financing fee will equal up to $400,000 ($20,000,000 * .02). ·20-year term with variable interest rate based on the 10-year Treasury Note,which is at 5.456%as of August 14,2023.As of May 1,2021,HUD has required 35 basis points,or 0.35%, be added to the variable interest rate. This makes the City’s total interest rate 5.806%. ·The City’s future CDBG grant funds,in addition to the constructed senior activity center would serve as collateral for the loan. To access Section 108 financing,the City proposes to pledge a portion of its future CDBG grants (Program Years 2023-2043)as collateral for repayment.The City proposes to use the maximum repayment period allowable,twenty years,to minimize the potential reduction of CDBG grant funds in City of Fresno Printed on 9/18/2023Page 2 of 3 powered by Legistar™ File #:ID 23-1246 Agenda Date:9/14/2023 Agenda #: repayment period allowable,twenty years,to minimize the potential reduction of CDBG grant funds in any given year.In the event the United States Congress terminates the CDBG program prior to loan payoff,the City pledges the subject land and improvements as collateral.An appraisal will be completed to ensure that the property and improvements have a current loan-to value ratio greater than 80%.In the event the property and improvements do not meet this requirement,the City will work with HUD to find additional collateral to secure the loan. The City plans on incurring eligible costs prior to the Section 108 Loan Guarantee commitment.The City is requesting permission from HUD to reimburse itself for pre-award costs per 24 CFR §570.200 (h). To submit a substantial amendment to HUD,the City must follow its Citizen Participation Plan which includes publishing the draft substantial amendment for a 30-day public comment period.The list below provides the citizen participation component of the process. Citizen Participation ·July 17, 2023: Public Notice distributed via Fresno Bee ·July 17,2023:Public notice distributed on social media,through the Housing and Community Development Division (HCDD) email distribution list ·July 17,2023:Draft documents published to HCDD webpage for 30-day public comment period ·August 17, 2023: End of 30-day public comment period ·September 14, 2023: Public Hearing The City received zero public comments during the public comment period.The comments received at today’s hearing and the City’s responses will be included with the final submission to HUD. ENVIRONMENTAL FINDINGS This is not a project for purposes of CEQA pursuant to CEQA guidelines Section 15378 and is exempt for NEPA purposes pursuant to 24 CFR 58.34. LOCAL PREFERENCE Local preference is not applicable because of the use of federal funding. FISCAL IMPACT Adoption of Substantial Amendment 2023-01 will allow the City to apply for $20 million in Section 108 Loan funds for the development of the Senior Activity Center. Attachments:Resolution - Substantial Amendment 2023-01 City of Fresno Printed on 9/18/2023Page 3 of 3 powered by Legistar™ July 17, 2023 Page 1 of 18 Section 108 Loan Guarantee Application Senior Activity Center Development U.S. Department of Housing and Urban Development Community Planning and Development Programs Planning and Development Department Community Development Division 2600 Fresno Street, Room 3065 Fresno, CA 93721 559-621-8300 HCDD@fresno.gov July 17, 2023 July 17, 2023 Page 2 of 18 Overview As a recipient of Community Development Block Grant (CDBG) funding, the City of Fresno is eligible to participate in the Section 108 Loan Guarantee program administered by the U.S. Department of Housing and Urban Development (HUD). Under this program, the City can leverage up to five times its annual CDBG allocation for large community development investments. In its 2020-2024 Consolidated Plan, City residents identified the need for developing a public facility for seniors to recreate and commune. To meet this need, the City reprogrammed $4,993,211.79 in CDBG funds to acquire property to develop a senior activity center through Substantial Amendments 2020-01 and 2020-03 to the 2020-2021 Annual Action Plan. The City of Fresno is proposing to apply for a Section 108 Loan Guarantee to fund the construction of the new senior activity center. For more than a decade, seniors have pleaded with City officials for a dedicated senior center for them to enjoy. The Senior Activity Center will be the first of its kind for the City’s more than 63,000 residents aged 65 and older. During the public outreach for the 2023-2024 Annual Action Plan, seniors spoke passionately about finding a place where they could recreate and build connections with other people. The city is the fifth largest in the State of California, and it is the only one without a dedicated senior center. This loan will help change that, and it will provide more opportunities for seniors for decades to come. July 17, 2023 Page 3 of 18 Eligible Activities If approved, the City would use the Section 108 Loan proceeds to construct a public facility on City- owned land that would serve as a senior activity center. Under the CDBG regulations, this activity is considered eligible at 24 CFR 570.703 (l) as follows: (l) Acquisition, construction, reconstruction, rehabilitation or historic preservation, or installation of public facilities (except for buildings for the general conduct of government) to the extent eligible under §570.201(c)… The City expects to use all funding available through this application to build a 30,000 square foot state-of-the-art senior activity center. National Objective to Be Met The City is required to fund CDBG activities that meet one of three national objectives. The three national objectives are: • Benefit to people with low- and moderate-incomes (LMI) • Aid in the prevention or elimination of slums or blight • Meet an urgent need The City determined that the activity qualifies under the LMI Benefit category because the proposed senior activity center will exclusively serve seniors, and it anticipates serving 1,162 to 2,323 seniors per year. 24 CFR Section 570.208(a)(2)(A) notes that seniors are considered a group of people who are presumed to be low- or moderate-income. Proposed Location The new senior activity center will be located at 4343 N. Blackstone Avenue on a 5.5-acre parcel west of N. Blackstone Avenue between E. Holland and E. Swift Avenues. A contiguous parcel to the South was purchased to develop senior affordable housing but is not part of this application for funding. July 17, 2023 Page 4 of 18 Financing The cost of the new facility will be based on several factors, including the design plan. The City’s selected contractor will conduct a citizen outreach campaign to identify the features and amenities that residents will want in the new facility. Potential features of the new facility could include but are not limited to: • Full-sized kitchen • Multi-purpose spaces • Computer lab • Dance room • Games room • Free Internet and Wi-Fi • Community garden • Stage • TV area • Accessibility-focused restrooms • Sharps disposal • Community education rooms • Aquatic facilities • Indoor and outdoor recreational and fitness facilities Based on these factors, the City estimate to construct the senior activity center is $25 million. This estimate includes the estimated financing fees associated with the Section 108 Loan Guarantee. Section 108 loan proceeds would form a key component of the financing for this project. The total amount available via the Section 108 Loan Guarantee program will be equal to five times the City’s current annual CDBG entitlement less any unpaid principal on prior loans. Since the City does not have any outstanding loans, the City can borrow up to $34,485,805, which equals five times its current allocation of $6,897,161. To access Section 108 financing, the City proposes to pledge a portion of its future CDBG grants (Program Years 2023 – 2043) as collateral for repayment. The City proposes to use the maximum repayment period allowable, twenty years, to minimize the potential reduction of CDBG grant funds in any given year. In the event the United States Congress terminates the CDBG program prior to loan payoff, the City pledges the subject land and improvements as collateral. The City will request Section 108 loan proceeds in the amount of $20,000,000. SOURCE OF FUNDING AMOUNT FUNDING TYPE STATUS CDBG 108 Loan Guarantee $20,000,000 Repayable Loan Subject Request TOTAL $20,000,000 100% Debt The City is estimating the following financing terms for the Section 108 funds: • 0.94% financing fee, equal to $188,000 ($20,000,000 * .0094). • 20-year term with variable interest rate based on the 10-year Treasury Note, which is at 5.15% as of June 12, 2023. As of May 1, 2021, HUD has required 35 basis points, or 0.35%, be added to the variable interest rate. This makes the City’s total interest rate 5.50%. July 17, 2023 Page 5 of 18 • The City’s future CDBG grant funds, land, and improvements would serve as collateral for the loan. The City plans on incurring eligible costs prior to the Section 108 Loan Guarantee commitment. The City is requesting permission to reimburse itself for pre-award costs per 24 CFR §570.200(h). A proposed debt service schedule is attached to this proposal. Additional Information The City will follow its adopted Citizen Participation Plan to receive citizen input on this proposal. The City will undertake the following activities that will allow citizens to participate and comment on the proposal. Public Hearing The City will hold a public hearing at City Hall on September 14, 2023, in City Council Chambers. The City will accommodate translation and interpretation for Spanish, Hmong, and other languages, and for people with disabilities if a request is made at least 72 hours in advance. If the City cannot accommodate translation and interpretation, the City will make alternative opportunities available for non-English speaking people and people with disabilities to participate. People who wish to participate virtually will be able to do so through Zoom. Public Comments The City will accept public comments regarding Substantial Amendment 2023-01 and this loan proposal from July 17, 2023, to August 17, 2023, at 5 PM. All comments received will be considered when preparing the final application to HUD and will be included as an attachment. Submit Comments by Mail: City of Fresno Planning and Development Department Attn: Community Development Division 2600 Fresno Street, Room 3065 Fresno, CA 93721 Submit Comments by Email: HCDD@fresno.gov Please include “Sub Amend 2023-01” in the subject line Submit Comments by Phone: 559-621-8300 Submit Comments by TTY: 559-621-8721 Submit Comments by Fax: 559-457-1579 Submit Comments Online: https://www.surveymonkey.com/r/sa2023-01 The Substantial Amendment is scheduled for consideration by the Council of the City of Fresno at its September 14, 2023, meeting. For more information on the City Council meeting, visit July 17, 2023 Page 6 of 18 www.fresno.gov/calendar.aspx and select the agenda for the meeting. The agenda will be posted at least 72 hours in advance. Accommodations are available upon request by contacting the office of the City Clerk at (559) 621-7650 or clerk@fresno.gov at least three business days prior to the meeting. July 17, 2023 Page 7 of 18 Attachment 1: Proposed Debt Service Schedule Principal Amount $20,000,000 Interest Rate 5.46% Term 20 years Payments (Semi-annual) 40 Estimated Annual Rate Payment # Payment Date Est. Semi Rate Semi- Annual Debt Service Semi- Annual Interest Payment Principal Payment Principal Balance Annual Debt Service Payments 5.815% $20,000,000 1 Feb-24 2.97% $594,000 $594,000 5.940% 2 Aug-24 2.97% $1,594,000 $594,000 $1,000,000 $19,000,000 $2,188,000 3 Feb-25 2.98% $566,675 $566,675 5.965% 4 Aug-25 2.98% $1,566,675 $566,675 $1,000,000 $18,000,000 $2,133,350 5 Feb-26 3.00% $539,100 $539,100 5.990% 6 Aug-26 3.00% $1,539,100 $539,100 $1,000,000 $17,000,000 $2,078,200 7 Feb-27 3.01% $511,275 $511,275 6.015% 8 Aug-27 3.01% $1,511,275 $511,275 $1,000,000 $16,000,000 $2,022,550 9 Feb-28 3.02% $483,200 $483,200 6.040% 10 Aug-28 3.02% $1,483,200 $483,200 $1,000,000 $15,000,000 $1,966,400 11 Feb-29 3.03% $454,875 $454,875 6.065% 12 Aug-29 3.03% $1,454,875 $454,875 $1,000,000 $14,000,000 $1,909,750 13 Feb-30 3.05% $426,300 $426,300 6.090% 14 Aug-30 3.05% $1,426,300 $426,300 $1,000,000 $13,000,000 $1,852,600 15 Feb-31 3.06% $397,475 $397,475 6.115% 16 Aug-31 3.06% $1,397,475 $397,475 $1,000,000 $12,000,000 $1,794,950 17 Feb-32 3.07% $368,400 $368,400 6.140% 18 Aug-32 3.07% $1,368,400 $368,400 $1,000,000 $11,000,000 $1,736,800 19 Feb-33 3.08% $339,075 $339,075 6.165% 20 Aug-33 3.08% $1,339,075 $339,075 $1,000,000 $10,000,000 $1,678,150 21 Feb-34 3.10% $309,500 $309,500 6.190% 22 Aug-34 3.10% $1,309,500 $309,500 $1,000,000 $9,000,000 $1,619,000 23 Feb-35 3.11% $279,675 $279,675 6.215% 24 Aug-35 3.11% $1,279,675 $279,675 $1,000,000 $8,000,000 $1,559,350 July 17, 2023 Page 8 of 18 25 Feb-36 3.12% $249,600 $249,600 6.240% 26 Aug-36 3.12% $1,249,600 $249,600 $1,000,000 $7,000,000 $1,499,200 27 Feb-37 3.13% $219,275 $219,275 6.265% 28 Aug-37 3.13% $1,219,275 $219,275 $1,000,000 $6,000,000 $1,438,550 29 Feb-38 3.15% $188,700 $188,700 6.290% 30 Aug-38 3.15% $1,188,700 $188,700 $1,000,000 $5,000,000 $1,377,400 31 Feb-39 3.16% $157,875 $157,875 6.315% 32 Aug-39 3.16% $1,157,875 $157,875 $1,000,000 $4,000,000 $1,315,750 33 Feb-40 3.17% $126,800 $126,800 6.340% 34 Aug-40 3.17% $1,126,800 $126,800 $1,000,000 $3,000,000 $1,253,600 35 Feb-41 3.18% $95,475 $95,475 6.365% 36 Aug-41 3.18% $1,095,475 $95,475 $1,000,000 $2,000,000 $1,190,950 37 Feb-42 3.20% $63,900 $63,900 6.390% 38 Aug-42 3.20% $1,063,900 $63,900 $1,000,000 $1,000,000 $1,127,800 39 Feb-43 3.21% $32,075 $32,075 6.415% 40 Aug-43 3.21% $1,032,075 $32,075 $1,000,000 $0 $1,064,150 $32,806,500 $12,806,500 $20,000,000 $32,806,500 July 17, 2023 Page 9 of 18 Attachment 2: Additional Underwriting Information Description of the Facility The City would like to create a 30,000 square foot senior activity center that provides recreation and enrichment activities to seniors in Fresno. The main features of the facility will be determined through a community outreach process, but the City envisions possible features to include multi-purpose meeting and recreation areas with modular walls for small group activities; a kitchen for warming meals; areas to accommodate outdoor and indoor recreational activities; a computer lab with the ability to access the Internet and print documents; a dance room; a games room with board games; a dedicated fitness area; a community garden; a stage to produce plays and present awards; a TV area with access to cable or satellite programming; sharps disposal; and restrooms that include grab bars and handrails, raised toilets, lever faucets, and an alert system in cases of emergency. The City will endeavor to implement the design guideline recommendations outlined in the Parks Master Plan adopted by the City on January 25, 2018, available on the City’s website. The Parks Master Plan Design Guidelines include recommendations for sustainability, public safety, durability, user experience, accessibility, and identity/branding. The rendering below provided by the City’s selected design-build firm provides an example of senior activity center. The actual design will be determined through consultation with the community. The primary uses of the senior activity center are expected to be: • Functions where seniors can socialize • Recreation and fitness activities utilizing green space and fitness equipment • Computer rooms for seniors to access the Internet and print materials • A community garden for seniors to enjoy • A TV area where seniors can watch their favorite programs July 17, 2023 Page 10 of 18 Market Need for Facility Community feedback from public comment opportunities during the formation of the 2020-2024 Consolidated Plan and subsequent Annual Action Plans has strongly supported the creation of a senior activity center. Further, the City does not currently have a senior activity center available to its residents. Site Control The City currently owns the site which is located at 4343 N. Blackstone Ave in Fresno on a 5.5-acre parcel and will continue to own and operate the senior activity center upon completion. An environmental assessment of the property was completed in April 2022 and included the demolition of the existing building and construction of the Senior Activity Center and concluded a Finding of No Significant Impact. Organizational Arrangements At the time this Substantial Amendment was written, the City was in the process of evaluating Statements of Qualifications submitted in response to the City’s Request for Qualifications for a Progressive Design-Build Procurement for the Senior Activity Center and Senior Affordable Housing Development. The selected organization will be responsible for the entire process through two phases: preconstruction services and construction services. The preconstruction services will generally consist of preliminary engineering, geotechnical investigations, and design development based on community input and stakeholder meetings, as well as preparation in close collaboration with the City of a proposed construction price and schedule. The construction services phase will generally encompass completing the final design, permitting, construction, and project closeout as necessary. The City will evaluate the proposals for an understanding of the work to be done, availability and experience of staff and any and all subcontractors, project approach, expertise with a similar project funding type, and experience with similar projects in the last 10 years. Once an organization is selected, the City will enter into a phase one agreement for the design of the senior activity center. The contractor will prepare a design to approximately 80 percent and negotiate a guaranteed maximum price proposal. The City will evaluate the proposal to ensure cost reasonableness and award a contract for the guaranteed maximum price. Should the City and design-builder be unable to agree on a guaranteed maximum price, the City has the right to release the design-builder and use the design documents to move the project forward under an alternative procurement method. Summary of Work Completed to Date The City of Fresno has completed several preliminary tasks and is ready to proceed to the next stage of feasibility once it has secured the Section 108 loan. • Through Substantial Amendments 2020-01 and 2020-03 to the 2020-2021 Annual Action Plan, the City reprogrammed $4,993,211.79 in CDBG funds to acquire property to develop a senior activity center. • The City published a Request for Qualifications for the design and construction of a new senior activity center on May 26, 2023. • Through the 2023-2024 Annual Action Plan, the City programmed $1,000,000 in CDBG funds for the demolition of the existing building on the parcel to develop a senior activity center. July 17, 2023 Page 11 of 18 As part of the design-build contract, the contractor will facilitate community input on the design of the senior activity center. The City will also conduct a public hearing and public comment period on this substantial amendment for a Section 108 Loan application. Projected Timeline The City’s goal is to have construction commence in 2024. As such, below is the estimated project timeline: Construction Budget Below is a summary of the proposed sources and uses for the development. A description is provided for each source and use. SOURCES AMOUNT USES AMOUNT CDBG 108 Loan Guarantee $20,000,000 Construction costs $17,500,000 Local funds and/or private funding $5,000,000 Section 108 financing costs $188,000 Other soft costs $7,312,000 TOTAL $25,000,000 TOTAL $25,000,000 Sources • CDBG Section 108 Loan Guarantee ($20,000,000) The City envisions the Section 108 loan proceeds will be used as the primary funding source for the construction of the facility. Without the Section 108 loan, the development would be financially infeasible. The total amount available via the Section 108 Loan Guarantee program will be equal to five times the City’s current CDBG allocation less any outstanding loans. Since the City does not have any outstanding loans, the City can borrow up to $34,485,805, which equals five times its 2023-2024 allocation of $6,897,161. • Local and/or Private Funding ($5,000,000) The City is in the process of identifying the balance of funding needed to cover the construction costs less the Section 108 Loan proceeds. Funding could include the use of local funding and/or may include private funding sources as well. Uses • Construction – Hard Costs ($17,500,000) The City does not yet have a completed design for the senior activity center. The estimate given is based on the estimated total cost of construction. • Financing Costs ($188,000) Award Phase 1 Preconstruction Services July 2023 Preliminary Conceptual Design November 2023 – March 2024 Final Design and 100% Plans March 2024 – July 2024 Award Phase 2 Construction Contract September 2024 Construction November 2024 – November 2026 July 17, 2023 Page 12 of 18 The City will pay the 0.94% financing fee from Section 108 Guaranteed Loan funds (or CDBG funds), up to $188,000. • Other Soft Costs ($7,312,000) The City will incur other soft costs of about $7.3 million estimated as 30 percent of the total construction cost and inclusive of: project management, plan check/permitting, construction management, inspection, and testing services, etc. Debt Service The City anticipates the debt service will be met by future CDBG entitlement funds. Collateral The City proposes to pledge a portion of its future CDBG grants (Program Years 2023 – 2043) as collateral for repayment. The City proposes to use the maximum repayment period allowable, twenty years, to minimize the impact of the repayment obligation on any given year. If the Federal government terminates the CDBG program or reduces the City’s entitlement amount to a level below the annual debt service prior to loan payoff, the City will pledge the subject land and improvements as collateral. An appraisal will be completed to ensure that the property and improvements have a current loan-to-value ratio greater than 80%, or greater than 125% of the principal. In the event the property and improvements do not meet this requirement, the City will work with HUD to find additional collateral to secure the loan. Operating Expenses Once constructed, the City will use local or general funds to operate the senior activity center as part of the PARCS Department annual budget. City’s Capacity to Administer the Project The City has developed large projects similar in nature, the most recent being Inspiration Park. The City’s Department of Public Works would serve as the project lead for the development with assistance from the PARCS Department and Planning and Development Department. The Department of Public Works focuses on building and maintaining infrastructure of the City such as streets, sidewalks, traffic signals, streetlights, median islands, street trees, landscaping, trails, and public facilities. The department has years of experience successfully completing large construction projects in compliance with both state and federal funding. The PARCS Department offers public access to green space and recreation and will be the eventual operator of the senior activity center. The Planning and Development Department is responsible for administering the City’s annual allocations of HUD grants including CDBG, HOME, HOPWA, and ESG and will provide oversight to ensure compliance with federal regulations. The City considered the potential for Federal funding of this project from the very beginning. As such, the Director of Planning and Development has ensured that City staff have conducted preliminary reviews of the proposed project to ensure compliance with all applicable Federal regulations, including environmental review and procurement. Next Steps The City will select a design-build contractor to begin phase 1, preconstruction services including the community outreach and engagement, and preparation of the design plans to 80 percent completion. The City and design-build contractor will then negotiate the guaranteed maximum price proposal. July 17, 2023 Page 13 of 18 Should the City and design-builder be unable to agree on a guaranteed maximum price that the City ensures is reasonable, the City has the right to release the design-builder and use the design documents to move the project forward under an alternative procurement method. If the City and design-builder agree to a guaranteed maximum price, the design-builder will be awarded the construction agreement and commence phase 2, construction. At each stage, the City will notify HUD as it moves forward with more detailed information on the construction budget. July 17, 2023 Page 14 of 18 Attachment 3: Substantial Amendment 2023-01 2023-2024 Annual Action Plan Substantial Amendment 2023-01 U.S. Department of Housing and Urban Development Community Planning and Development Programs Public Review Document Comment Period: July 17, 2023 – August 17, 2023 (5:00 P.M.) Planning and Development Department Community Development Division 2600 Fresno Street, Room 3065 Fresno, CA 93721 559-621-8300 HCDD@fresno.gov July 17, 2023 Page 15 of 18 This is a draft document that has been made available for public review and comment. The Public Comment Period will begin July 17, 2023, and conclude on August 17, 2023, at 5:00 P.M. Residents are encouraged to submit comments by one of the following methods: Submit Comments by Mail: City of Fresno Planning and Development Department Attn: Community Development Division 2600 Fresno Street, Room 3065 Fresno, CA 93721 Submit Comments by Email: HCDD@fresno.gov Please include “Sub Amend 2023-01” in the subject line Submit Comments by Phone: 559-621-8300 Submit Comments by TTY: 559-621-8721 Submit Comments by Fax: 559-457-1579 Submit Comments Online: https://www.surveymonkey.com/r/sa2023-01 The Substantial Amendment is scheduled for consideration by the Council of the City of Fresno at its September 14, 2023, meeting. For more information on the City Council meeting, visit www.fresno.gov/calendar.aspx and select the agenda for the meeting. The agenda will be posted at least 72 hours in advance. Accommodations are available upon request by contacting the office of the City Clerk at (559) 621-7650 or clerk@fresno.gov at least three business days prior to the meeting. July 17, 2023 Page 16 of 18 Summary The City of Fresno (City) is a federal entitlement community that receives an annual allocation of Community Development Block Grant (CDBG) funds from the U.S. Department of Housing and Urban Development (HUD). As an entitlement community, the City is required to prepare an Annual Action Plan detailing the uses of CDBG funds to meet its affordable housing and community development goals as outlined in its Consolidated Plan. For Program Year 2023-2024, the city is proposing a substantial amendment to the Action Plan to include a $20 million Section 108 Loan to fund the construction of a Senior Activity Center. This effort is in alignment with the City’s goals as stated in the 2020-2024 Consolidated Plan to provide public facilities improvements. The City will accept comments on the proposed substantial amendment for a period of 30 days from July 17, 2023, through August 17, 2023. July 17, 2023 Page 17 of 18 Source and Use of Program Funds TOTAL SOURCES TO BE PROGRAMED $20,00,000.00 The City of Fresno will allocate $20,000,000 of CDBG Section 108 Loan funding for Program Year 2023 for the construction of a Senior Activity Center at a 5.5-acre parcel west of N. Blackstone Avenue between E. Holland and E. Swift Avenues at 4343 N. Blackstone Avenue. The Senior Activity Center will be designed based on community input and may include multi-purpose meeting and recreation areas with modular walls for small group activities; a kitchen for warming meals; areas to accommodate outdoor and indoor recreational activities; a computer lab with the ability to access the Internet and print documents; a dance room; a games room with board games; a dedicated fitness area; a community garden; a stage to produce plays and present awards; a TV area with access to cable or satellite programming; sharps disposal; and restrooms that include grab bars and handrails, raised toilets, lever faucets, and an alert system in cases of emergency. The remainder of the estimated $25,000,000 will be funded using private or local funds. USE OF PROGRAMMED CDBG FUNDS FFY Project # IDIS Activity ID Activity Name Proposed Substantial Amendment 2023-01 Award 2023 17 17 Senior Activity Center $20,000,000.00 TOTAL USES TO BE REPROGRAMMED: $20,000,000.00 July 17, 2023 Page 18 of 18 Integrated Data and Information System (IDIS) Project Information IDIS Field IDIS Entry IDIS Project ID Number 17 Project Name Senior Activity Center Target Area Citywide Goals Supported Public Infrastructure and Facilities Needs Addressed Public Infrastructure and City-Owned Facilities Funding CDBG: $20,000,000 Description Development of a Senior Activity Center Target Date 6/30/2025 Goal Indicators One building Location Description Citywide Planned Activity 03A: Acquisition, construction, or rehabilitation of facilities for seniors (24 CFR 570.201(c)) City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1247 Agenda Date:9/14/2023 Agenda #: REPORT TO THE CITY COUNCIL FROM:JENNIFER CLARK, Director Planning and Development Department PHIL SKEI, Assistant Director Planning and Development Department BY:BRANDON SISK, Senior Management Analyst Housing and Community Development Division SUBJECT Actions pertaining to the Program Year (PY) 2022 Consolidated Annual Performance Evaluation Report (CAPER) for U.S. Department of Housing and Urban Development (HUD) Community Planning and Development (CPD) programs: 1. HEARING to obtain public comments regarding the PY 2022 CAPER; and 2. Adopt PY 2022 CAPER and authorize submission to the U.S. Department of Housing and Urban Development (HUD). RECOMMENDATION Staff recommends the City Council obtain the views and comments from interested persons regarding the Draft PY 2022 CAPER, adopt the PY 2022 CAPER, and authorize submission to HUD. EXECUTIVE SUMMARY The CAPER serves to meet the performance reporting requirements of HUD as set forth in the Consolidated Plan Regulations. On August 8, 2023, a Public Review Draft of the CAPER was published for a 30-day public comment period. HUD requires the City to submit the CAPER within 90 days of the end of the program year, or September 30, 2023. The PY 2022 CAPER describes the activities undertaken by the City with HUD funds from July 1, 2022 to June 30, 2023. BACKGROUND The City is an entitlement jurisdiction receiving annual federal funding from HUD. In accordance with federal regulations, each year, the City produces a CAPER. The CAPER serves to meet the performance reporting requirements of HUD as set forth in the Consolidated Plan Regulations. On August 8, 2023, a Public Review Draft of the CAPER was made available for a 30-day public comment period. The draft report describes activities undertaken by the City during the HUD PY City of Fresno Printed on 9/18/2023Page 1 of 5 powered by Legistar™ 9/14/2023 TM/NE 6-0 MA ABSENT File #:ID 23-1247 Agenda Date:9/14/2023 Agenda #: comment period.The draft report describes activities undertaken by the City during the HUD PY 2022, beginning July 1, 2022, and ending June 30, 2023, using the following federal funds: ·Community Development Block Grant (CDBG) ·HEARTH Emergency Solutions Grant (ESG) ·Home Investment Partnerships (HOME) ·Housing Opportunities for Persons with AIDS (HOPWA) ·Community Development Block Grant - Coronavirus (CDBG-CV) ·HEARTH Emergency Solutions Grant - Coronavirus (ESG-CV) ·Housing Opportunities for Persons with AIDS - Coronavirus (HOPWA-CV) These grants fund community development efforts to improve housing and opportunities for low-and moderate-income residents of the City.The draft PY 2022 CAPER was developed based on information provided by project managers,subrecipients,and additional City departments and illustrates how the City funded and administered projects to address the four main goals of the 2020- 2024 Consolidated Plan.Highlighted accomplishments by goal area for activities funded with HUD CPD grants are as follows: Homelessness and the Prevention of Homelessness ·269 households obtained rental assistance or rapid re-housing services ·2,464 people experiencing homelessness were provided overnight shelter ·2,837 people were provided services to prevent homelessness Safe and Affordable Housing ·48 home repairs were completed for low- and moderate-income homeowners ·57 affordable rental units were constructed at the Monarch at Chinatown Project,of which 11 were developed using HOME funds.The project cost $32,239,714 which included $397,118 from HOME funding Housing projects still underway include: ·Habitat for Humanity - Barcus and Rialto Single-Family Housing Project The project consists of new construction of two 3-bedroom,2-bathroom homes with attached garages,and on-and off-site improvements.The estimated project cost is $924,550 of which $392,000 in HOME CHDO funds are being provided for eligible predevelopment and construction costs and subsequent homebuyer mortgage assistance for households at 60%to 80% of area median income. ·FCTC, L.P. - Brand Haven Senior Housing Project The project consists of new construction of 180 multi-family senior housing units and on-and off-site improvements.The City provided $2,259,784 in CDBG funds to acquire a 2-acre project site located at Fancher Creek Drive and Marion Avenue.In addition,the City provided $1,420,500 in HOME funds for eligible pre-development and construction costs.The estimated project cost is $31 million. City of Fresno Printed on 9/18/2023Page 2 of 5 powered by Legistar™ File #:ID 23-1247 Agenda Date:9/14/2023 Agenda #: ·Self-Help Enterprises - Annadale Phase II S-F Housing Project The project consists of new construction of a 22-unit single-family affordable housing subdivision and on-and off-site improvements.The City provided $1,462,000 in HOME funds for construction of 11 HOME-assisted units. The estimated project cost is $2.9 million. ·Self-Help Enterprises - Walnut/Florence/Plumas The project consists of the development of a 17-unit single-family affordable housing subdivision and on-and off-site improvements.The estimated project cost is $4.4 million of which $800,000 in HOME funds is being provided for eligible construction costs. ·Housing Authority - The Arthur at Blackstone The project consists of the renovation of an existing retail building and new construction to create 41 multi-family affordable housing units along with on-and off-site improvements.The estimated project cost is $26 million of which $1,633,112 in HOME funds is being provided for eligible construction costs. ·Housing Authority - Sun Lodge The project consists of the renovation of the 98-unit Days Inn motel with the introduction of new construction of additional housing units at the site.The 98-unit motel will be converted into 64 housing units with a mix of bedroom types.The estimated project cost is $36 million of which $2.7 million in HOME funds is being provided for eligible construction costs. ·FCTC, L.P. - Sarah’s Court Phase I The project consists of new construction of 120 multi-family affordable housing units and on- and off-site improvements.The City provided $2,480,000 in CDBG funds to acquire a 2-acre project site located at 200 N.Salma Avenue.Additionally,the City provided $3,169,034 in HOME funds for eligible pre-development and construction costs.The estimated project cost is $35 million. ·Housing Authority - Avalon Commons The project consists of new construction of 60 multi-family affordable housing units and on- and off-site improvements.The estimated project cost is $40 million of which $2,654,771 in HOME funds is being provided for eligible construction costs. Community Services ·873 youth received after-school and educational programming from the Boys and Girls Club ·53 dependent adults who have early symptoms of Alzheimer’s disease and other mild cognitive impairments were provided services through the Valley Caregiver Resource Center OASIS Adult Day Care Program ·32 microenterprises were assisted by the Chinatown Fresno Foundation’s Business Visibility Initiative Microenterprise Program ·54 residents were provided with information about Fair Housing services by Resources for Independence Central Valley Fair Housing ·54 people were referred to the Eviction Protection Program and other agencies that help with legal aid and Section 8 issues by Resources for Independence Central Valley (RICV).RICV City of Fresno Printed on 9/18/2023Page 3 of 5 powered by Legistar™ File #:ID 23-1247 Agenda Date:9/14/2023 Agenda #: legal aid and Section 8 issues by Resources for Independence Central Valley (RICV).RICV also received CDBG administrative funds to provide Fair Housing services;although Fair Housing data is not required to be tracked when using CDBG administrative funds,it is important to note that RICV also provided information about Fair Housing rights, responsibilities,and regulations during 44 community events in the program year.It also canvassed 212 homes with Fair Housing educational materials and shared two (2)quarterly newsletters with 1,746 subscribers.RICV utilized its social media platforms to provide information about Fair Housing resources.In total,its social media posts had 1,878 engagements. Public Infrastructure and Facilities ·67,930 people benefited from improved neighborhood streets through the Burroughs Elementary Neighborhood Street Reconstruction,the Ivy-Annadale to Chester Neighborhood Street Improvements,the Shields-Cedar-Dakota-Millbrook Street Reconstruction,the Olive- Maple-Whitney-Chestnut Street Reconstruction,and the Maple-Gettysburg to Holland Street Reconstruction projects. ·2,755 people benefited from the completion of the Fink White Learner Pool project. Public Infrastructure and Facility projects still underway include: ·The Roberts & 10th Neighborhood Street Improvements ·The Webster Community Canal Barricade ·The Ericson Elementary Neighborhood Street Reconstruction ·The Highway City Neighborhood Street Reconstruction ·The Yosemite Middle School Complete Streets Design ·Frank H. Ball ADA Improvements ·Maxie L. Parks HVAC Design ·Hinton Restroom and Field Lighting ·JSK Victoria West Playground and Shade Structure ·Dickey Playground Tot Lot Replacement ·Fink-White Splash Park Comments were encouraged and accepted by mail,email,phone,TTY,fax,or survey through September 8,2023.Comments received during the Public Hearing will be attached to the final report submitted to HUD. ENVIRONMENTAL FINDINGS This is not a project for purposes of CEQA pursuant to CEQA guidelines Section 15378.These plans,strategies and studies are an exempt activity under HUD NEPA Requirements (24 CFR 58.34 (1)). LOCAL PREFERENCE Local preference is not applicable. City of Fresno Printed on 9/18/2023Page 4 of 5 powered by Legistar™ File #:ID 23-1247 Agenda Date:9/14/2023 Agenda #: FISCAL IMPACT No City of Fresno general funds will be used for the finalization or submission of the CAPER. Submission of the CAPER is a federal requirement to maintain the City’s eligibility for the receipt of HUD CPD funds through CDBG, ESG, HOME, and HOPWA. Attachments: Public Draft of 2022-2023 Consolidated Annual Performance Evaluation Report (CAPER) CAPER Webinar Presentation City of Fresno Printed on 9/18/2023Page 5 of 5 powered by Legistar™ Consolidated Annual Performance Evaluation Report U.S. Department of Housing and Urban Development Community Planning and Development Programs Program Year 2022 (July 1, 2022 - June 30, 2023) Public Review Document Comment Period: August 8, 2023 – September 8, 2023 Planning and Development Department Housing and Community Development Division 2600 Fresno Street, Room 3065 Fresno, CA 93721 559-621-8300 HCDD@fresno.gov August 8, 2023 This is a draft document that has been made available for public review and comment. The Public Comment Period will begin August 8, 2023 and conclude on September 8, 2023. Residents are encouraged to submit comments by one of the following methods: Submit Comments by Mail: City of Fresno Planning and Development Department Attn: Housing and Community Development Division 2600 Fresno Street Room 3065 Fresno CA 93721 Submit Comments by Email: HCDD@fresno.gov Please include “2022 CAPER” in the subject line Submit Comments by Phone: 559-621-8300 Submit Comments by TTY: 559-621-8721 Submit Comments by Fax: 559-457-1579 Submit Comments Online: https://www.surveymonkey.com/r/22-23CAPER Residents may also submit comments during a September 14, 2023 Public Hearing at approximately 10:00 A.M. or thereafter, prior to City Council consideration of the Report. For participation instructions, visit www.fresno.gov/calendar.aspx and select the agenda for the September 14, 2023 meeting. For additional accommodations, please contact the office of the City Clerk at (559) 621-7650 o r clerk@fresno.gov at least three business days prior to the meeting. Contents Executive Summary .................................................................................................................... 1 CR-05 Goals and Outcomes ....................................................................................................... 2 CR-10 - Racial and Ethnic composition of families assisted ...................................................... 12 CR-15 - Resources and Investments 91.520(a) ........................................................................ 13 CR-20 - Affordable Housing 91.520(b) ...................................................................................... 20 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) ................................................................................................................................... 22 CR-30 - Public Housing 91.220(h); 91.320(j) ............................................................................. 25 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j) ...................................................................... 26 CR-40 - Monitoring 91.220 and 91.230 ..................................................................................... 38 CR-45 - CDBG 91.520(c) .......................................................................................................... 43 CR-50 - HOME 91.520(d) ......................................................................................................... 44 CR-55 - HOPWA 91.520(e) ....................................................................................................... 48 CR-58 – Section 3 ..................................................................................................................... 49 CR-60 - ESG 91.520(g) (ESG Recipients only) ......................................................................... 51 CR-65 - Persons Assisted ......................................................................................................... 53 CR-70 – ESG 91.520(g) - Assistance Provided and Outcomes ................................................. 54 CR-75 – Expenditures ............................................................................................................... 55 Appendix A: HEARTH Emergency Solutions Grant SAGE CAPER ........................................... 57 Appendix B: Community Development Block Grant (CDBG) Financial Summary Report – PR 26 ......................................................................................................... 58 Appendix C: Community Development Block Grant – Coronavirus (CDBG-CV) Financial Summary Report – PR 26 ...................................................................... 59 Appendix D: Housing Opportunities for Persons with AIDS (HOPWA) Consolidated Annual Performance Evaluation Report ............................................................... 60 OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 1 of 118 Executive Summary The Consolidated Annual Performance and Evaluation Report (CAPER) serves to meet the performance reporting requirements of the U.S. Department of Housing and Urban Development (HUD) as set forth with the Consolidated Plan Regulations at 24 CFR 91.520. The performance report describes the activities undertaken by the City of Fresno during Program Year 2022 (PY 2022), which began on July 1, 2022, and ended June 30, 2023, using the following HUD Community Planning & Development (HUD CPD) funds: • Community Development Block Grant (CDBG)1 • HOME Investment Partnerships Program (HOME)2 • HEARTH 3 Emergency Solutions Grant (HESG or commonly ESG) • Housing Opportunities for Persons with AIDS (HOPWA)4 • Community Development Block Grant – Coronavirus (CDBG-CV)5 • HEARTH Emergency Solutions Grant – Coronavirus (ESG-CV)5 • Housing Opportunities for Persons with AIDS – Coronavirus (HOPWA-CV)5 These grants fund projects and programs to meet the goals of the City’s five-year Consolidated Plan, which are: • Increase development, preservation, and rehabilitation of affordable housing for low‐ income and special needs households. • Provide assistance for the homeless and those at risk of becoming homeless through Housing First collaborations. • Provide assistance to low‐income and special needs households. • Provide public facilities improvements to strengthen neighborhood revitalization. The City uses grant funds to operate programs or implement projects that address these goals, as well as to administer the overall Housing & Community Development Grants Program, including planning activities, citizen engagement and outreach, financial and performance monitoring, coordination with community and regional organizations, and regulatory compliance. This report addresses the City’s performance in the third year of the five-year Consolidated Plan period which began on July 1, 2020. 1 Title I of the Housing and Community Development Act of 1974 2 Title II of the Cranston-Gonzalez National Affordable Housing Act of 1990 3 Homeless Emergency Assistance and Rapid Transition to Housing Act of 2009 4 Title VIII, Subtitle D of the Cranston-Gonzalez National Affordable Housing Act of 1990, also known as the AIDS Housing Opportunity Act 5 Title VII of the Coronavirus Aid, Relief, and Economic Security Act, also known as the CARES Act OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 2 of 118 CR-05 Goals and Outcomes Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g) Categories, priority levels, funding sources and amounts, outcomes/objectives, goal outcome indicators, units of measure, targets, actual outcomes/outputs, and percentage completed for each of the grantee’s program year goals. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 3 of 118 Table 1 - Accomplishments – Program Year & Strategic Plan to Date Goal Category Source / Amount Indicator Unit of Measure Expected – Strategic Plan Actual – Strategic Plan Percent Complete Expected – Program Year Actual – Program Year Percent Complete Community Services Non-Homeless Special Needs Non-Housing Community Development CDBG: $990,860 Public service activities other than Low/Moderate Income Housing Benefit Persons Assisted 11,300 3,573 31.62% 1,784 926 51.91% Businesses assisted Businesses Assisted 200 108 54% 20 32 160% Homelessness and the Prevention of Homelessness Homeless CDBG: $159,237 HOPWA: $849,665 ESG: $558,615 CDBG-CV: $4,429,107 Public service activities other than Low/Moderate Income Housing Benefit Persons Assisted 180 5,291 2939.44% 601 2,837 472.05% Tenant-based rental assistance / Rapid Rehousing Persons Assisted 900 677 75.22% 162 269 166.05% Homeless Person Overnight Shelter Persons Assisted 2,500 4,212 168.48% 0 2,464 2464% Public Infrastructure and Facilities Non-Homeless Special Needs Non-Housing Community Development CDBG: $375,000 Public Facility or Infrastructure Activities other than Low/Moderate Income Housing Benefit Persons Assisted 50,000 204,473 408.95% 2,545 70,685 2777.41% Fair Housing Other- Fair Housing CDBG: $35,000 Public service activities other than Low/Moderate Income Housing Benefit Persons Assisted 75 271 361.33% 75 54 72% Safe and Affordable Housing Affordable Housing CDBG: $4,384,828 HOME: $3,667,566 Homeowner Housing Rehabilitated Household Housing Unit 220 121 55% 15 48 320% Homeowner Housing Added 50 11 22% 2 0 0% Rental units constructed 130 97 74.62% 22 11 50% OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 4 of 118 Progress the jurisdiction has made in carrying out its strategic plan and its action plan. 91.520(a) Program Year 2022 (PY 2022) was the third year of the City’s 2020-2024 Consolidated Plan. Table 1 summarizes the City’s accomplishments by the goals and objectives outlined in the PY 2022 Annual Action Plan and Consolidated Plan. Some of the highlights of the program year include: Goal 1: Homelessness and the Prevention of Homelessness HEARTH Emergency Solutions Grant (ESG) The City acts as the pass-through agency for ESG program funds. While the City is responsible for the administration and oversight of the grant, 93% of funds were awarded to local homeless services providers (Poverello House and WestCare) who performed the day-to-day program delivery. Based on the Homeless Management Information System (HMIS) reports provided to the City, 397 people were assisted with emergency shelter, 1,736 people were assisted with street outreach services, 108 people received rapid rehousing, and 56 received homeless prevention with PY 2022 ESG funding. Community Development Block Grant (CDBG) In PY 2021 the City contracted with Marjaree Mason Center to provide safehouse shelter rooms for individuals who were fleeing domestic violence. The term of the PY 2021 agreement carried over to the first quarter of the program year (July 01, 2022 – September 30, 2022). A total of 26 adults and children received shelter during the first quarter of PY 2022. Community Development Block Grant - Coronavirus (CDBG-CV) The City funded three (3) emergency shelters to prepare for, prevent, and reduce the spread of COVID-19. Fresno Housing Authority was awarded funds to operate Journey Home and Step Up at 99, and Elevate was awarded funds to operate Travel Inn. Two thousand forty-one (2,041) people were given emergency shelter at these three sites. The Community Housing Council of Fresno (CHC) was awarded funds for its Tenant and Landlord Counseling program to provide no-cost counseling services to low- to moderate- income tenants living in Fresno and landlords of properties with low- to moderate-income Fresno residents who were impacted by COVID-19. Services provided by CHC included providing information on its website, which explained the program and the services that were provided. CHC also helped tenants develop a crisis budget, an action plan, and provided information regarding Fair Housing laws as they relate to tenant-landlord relationships. The program served 5 people. Housing Opportunities for Persons with AIDS (HOPWA) The City contracted with WestCare California, Inc. to provide housing-related supportive services and housing assistance to people living with HIV/AIDS and their families. Eighty-six (86) people were assisted with a housing subsidy, 59 people received housing through transitional or short-term facilities, and 193 people received housing information services, and 847 people received supportive services or outreach; please note some people received more than one activity component. Tenant-Based Rental Assistance/Rapid Rehousing Using prior year funding that carried over into PY 2022, the City provided Tenant-Based Rental Assistance (TBRA) to a total of 16 households through agreements with the Fresno Housing OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 5 of 118 Authority. Furthermore, 47 households received TBRA through the HOPWA agreement with WestCare. Table 2 - Homeless Service Statistics Homeless and Homelessness Prevention Recap Community Development Block Grant (CDBG)1 Domestic Violence Survivor Safe Housing 26 Subtotal – Survivors Served 26 Community Development Block Grant – Coronavirus (CDBG-CV) Emergency Shelter 2,041 Tenant and Landlord Counseling 5 Subtotal – Homeless/At Risk Persons Served 2,046 Emergency Solutions Grant (ESG) Street Outreach 1,736 Emergency Shelter 397 Rapid Rehousing 108 Homeless Prevention 56 Subtotal - Homeless and At-Risk Persons Served 2,297 Housing Opportunities for Persons with AIDS/HIV (HOPWA) Rapid Rehousing, Short Term Rent, Mortgage and Utility Assistance, Tenant- Based Rental Assistance, or Housing through Short-term or Transitional Facilities 145 Supportive, Referral and Housing Services, Non-Housing Services 1,040 Subtotal - Homeless/At Risk Persons/Families Served 1,185 HOME TBRA 2 Tenant Based Rental Assistance 16 Subtotal - Homeless/At Risk Families Served 16 Grand Total - Homeless and Homelessness Prevention 5,565 1 Domestic Violence Survivor Safe Housing was not a funded activity in the PY 2022 Annual Action Plan; however, since the agreement to provide those services was not fully expended at the end of the 2021 program year, the agreement was extended through PY 2022, and the amount of $159,237 accounts for the PY 2021 CDBG funds expended during PY 2022. 2 HOME-TBRA was not a funded activity in the PY 2022 Annual Action Plan; however, since the agreement to provide those services was not fully expended at the end of the 2020 or 2021 program years, the agreement was extended through PY 2022, and the amount of $251,134.48 accounts for the PY 2020 HOME-TBRA dollars expended during the 2020 or 2021 program years. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 6 of 118 Goal 2: Safe and Affordable Housing Rehabilitation In total, 48 homes were rehabilitated to preserve affordable housing for low- and moderate- income homeowners. The projects included: • City of Fresno Senior Paint and Exterior Repair Programs: Completed 16 • Self-Help Home Repair and Rehabilitation Program: Completed 16 • Habitat for Humanity Housing Rehabilitation/Repair Program: Completed 7 • Fresno EOC Roof Program: 9 In the past year, home repair programs administered by the City and its subrecipients experienced delays due to staff turnover, the Historic Review process, and increased construction costs for material and labor since the Pandemic. However, home repair programs for low- and moderate-income households continue to operate. The City has filled vacancies, acquired a consultant to assist with Historic Reviews, obtained additional general contractors to participate in the programs, and expects project costs to slowly decline. Housing Development for Home Ownership and Rental In PY 2022, the Fresno Housing Authority constructed the Monarch at Chinatown. The total project cost $32,239,714 of which $397,118 in HOME funds were provided for eligible construction costs. Monarch at Chinatown was successfully completed on March 7, 2023, and is fully occupied. • Housing Authority – Monarch at Chinatown Project The project consisted of new construction of 57 multi-family affordable housing units, of which 11 were HOME funded, and on- and off-site improvements. Located in the Freson Unified School District, the Monarch features easy access to public transportation and freeways; floor plans with studios, one-, two-, and three-bedroom units for rent; and accessibility features for people with disabilities. In PY 2022, there were 8 housing projects underway. They include: • Habitat for Humanity – Barcus and Rialto Single-Family Housing Project The project consists of new construction of two 3-bedroom, 2-bathroom homes with attached garages, and on- and off-site improvements. The estimated project cost is $924,550 of which $392,000 in HOME CHDO funds are being provided for eligible predevelopment and construction cost and subsequent homebuyer mortgage assistance for households at 60% to 80% of area median income. • FCTC, L.P. – Brand Haven Senior Housing Project The project consists of new construction of 180 multi-family senior housing units and on- and off-site improvements. The City provided $2,259,784 in CDBG funds to acquire a 2- acre project site located at Fancher Creek Drive and Marion Avenue. In addition, the City provided $1,420,500 in HOME funds for eligible pre-development and construction costs. The estimated project cost is $31 million. • Self-Help Enterprises – Annadale Phase II S-F Housing Project The project consists of new construction of a 22-unit single-family affordable housing subdivision and on- and off-site improvements. The City provided $1,462,000 in HOME OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 7 of 118 funds for construction of 11 HOME-assisted units. The estimated project cost is $2.9 million. • Self-Help Enterprises – Walnut/Florence/Plumas The project consists of the development of a 17-unit single-family affordable housing subdivision and on- and off-site improvements. The estimated project cost is $4.4 million of which $800,000 in HOME funds is being provided for eligible construction costs. • Housing Authority – The Arthur at Blackstone The project consists of the renovation of an existing retail building and new construction to create 41 multi-family affordable housing units along with on- and off-site improvements. The estimated project cost is $26 million of which $1,633,112 in HOME funds is being provided for eligible construction costs. • Housing Authority – Sun Lodge The project consists of the renovation of the 98-unit Days Inn motel with the introduction of new construction of additional housing units at the site. The 98-unit motel will be converted into 64 housing units with a mix of bedroom types. The estimated project cost is $36 million of which $2.7 million in HOME funds is being provided for eligible construction costs. • FCTC, L.P. – Sarah’s Court Phase I The project consists of new construction of 120 multi-family affordable housing units and on- and off-site improvements. The City provided $2,480,000 in CDBG funds to acquire a 2-acre project site located at 200 N. Salma Avenue. Additionally, the City provided $3,169,034 in HOME funds for eligible pre-development and construction costs. The estimated project cost is $35 million. • Housing Authority – Avalon Commons The project consists of new construction of 60 multi-family affordable housing units and on- and off-site improvements. The estimated project cost is $40 million of which $2,654,771 in HOME funds is being provided for eligible construction costs. Goal 3: Public Infrastructure and Facilities Neighborhood Street Improvements Five (5) neighborhood street improvement projects were completed in PY 2022 benefitting 67,930 residents. Each project included pavement removal, repair to the asphalt base, and reconstructing each pavement section. City crews were also able to repair curb ramps and gutters to improve ADA accessibility and an overall neighborhood commute. • The Burroughs Elementary Neighborhood Street Reconstruction – Phase II: Benefitted 20,170 people • The Ivy – Annadale to Chester Neighborhood Street Improvements : Benefitted 3,665 people • The Shields-Cedar-Dakota-Millbrook Street Reconstruction: Benefitted 15,755 people • The Olive-Maple-Whitney-Chestnut Street Reconstruction: Benefitted 17,750 people OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 8 of 118 • The Maple – Gettysburg to Holland Street Reconstruction: Benefitted 10,590 people The following activities received a CDBG allocation for improvements in PY 2022, or a prior year, and are pending completion: • The Roberts & 10th Neighborhood Street Improvements • The Webster Community Canal Barricade • The Ericson Elementary Neighborhood Street Reconstruction • The Highway City Neighborhood Street Reconstruction • The Yosemite Middle School Complete Streets Design The Webster Community Canal Project will provide a barricade along Clark Street and Floradora Avenue, while each of the other neighborhood street improvement projects will receive pavement reconstruction including complete pavement removal, re-compacting, and repairing the asphalt base (as needed). Park Facilities Improvements The PARCS Department, in conjunction with the Department of Public Works, completed repairs to the learner pool at the Fink White Community Center. Repairs to the surrounding sidewalks and the creation of wheelchair access to the outside shower improves access for people with disabilities. Other improvements included the completion of health department compliance measures, making repairs to the surrounding gates, and minor concrete repairs. • The Fink White Learner Pool: Benefitted 2,755 people The following activities received a CDBG allocation for improvements either in PY 2022 or in a prior year and are pending completion: • Frank H. Ball ADA Improvements • Maxie L. Parks HVAC Design • Hinton Restroom and Field Lighting • JSK Victoria West Playground and Shade Structure • Dickey Playground Tot Lot Replacement • Fink-White Splash Park Non-Profit Facility Improvements Prior year CDBG funds provide needed capital improvements to community facilities owned by non-profit organizations that deliver services to predominantly low- and moderate-income people. While no non-profit facility improvements were completed in PY 2022, the Saint Rest Community Economic Development Corporation Plaza Improvements project is anticipated to be completed in PY 23. Goal 4: Community Services – Assistance to Low-Income and Special Needs Households The City of Fresno utilized grant funds to improve the living environment for its residents through a variety of public service programs and activities, including those specifically made for seniors and youth. • Boys and Girls Club of Fresno County The afterschool program provided education, job training, and recreation for 873 youth, OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 9 of 118 ages 6-18, at the Zimmerman, West Fresno, and East Fresno Boys and Girls Club locations. As a youth development organization with skilled, caring professionals, the Boys and Girls Club provided culturally relevant programs, helping kids shape their paths toward great futures. Funding was used to provide afterschool enrichment programs that included educational and recreational activities, as well as youth mentorship activities that allowed the older youth to earn stipends and gain employment experience. • Resources for Independence Central Valley (RICV) Fair Housing Outreach Program The RICV Fair Housing Outreach Program referred 54 people to the Eviction Protection Program and agencies that help with legal aid and Section 8 issues using CDBG Public Services funds. Although Fair Housing data is not required to be tracked when using administrative funds, it is important to note that RICV also provided information about Fair Housing rights, responsibilities, and regulations during 44 community events in the program year. It also canvassed 212 homes with Fair Housing educational materials and shared two (2) quarterly newsletters with 1,746 subscribers. RICV utilized its social media platforms to provide information about Fair Housing resources. In total, its social media posts had 1,878 engagements. • Valley Caregiver Resource Center OASIS Adult Day Care Program The Valley Caregiver Resource Center relaunched its OASIS Adult Day Care which was forced to close operations because of the Pandemic. Since reopening in July 2022, OASIS provided services to dependent adults who have early symptoms of Alzheimer’s disease and other mild cognitive impairments. The program provided personal care in a licensed, supervised, protective, and congregate setting that enabled stimulating recreational and therapeutic activities, and meaningful interactions alongside friends. CDBG funding allowed Valley Caregiver Resource Center to emphasize marketing efforts targeting low-income and minority groups in the community that are underserved and helped ensure that community members in the greatest need were aware of the services offered. The OASIS Adult Day Care Program served 53 people during the program year. • Chinatown Fresno Foundation Business Visibility Initiative Microenterprise Program The commercial neighborhood in the Chinatown area of Fresno consisted primarily of microenterprise businesses that were suffering from a lack of community attention and were in need of assistance to revitalize the area and its businesses. Chinatown Fresno Foundation connected with businesses through community meetings, direct outreach and workshops, and learned about the challenges they faced. Chinatown Fresno Foundation developed the Business Visibility Initiative to bring recognition and new customers to these businesses. The program helped 32 microenterprises by fostering job growth and an overall improved quality of life in the Chinatown area. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 10 of 118 Table 3 - Community Service Subrecipient Statistics Community Service Recap Afterschool and Youth Programs Boys and Girls Club Afterschool Program 873 Subtotal - Youth Served 873 Fair Housing Programs Resources for Independence Central Valley Fair Housing Outreach Program 54 Subtotal – People Served 54 Persons with Disabilities Programs Valley Caregiver Resource Center OASIS Adult Day Care Program 53 Subtotal - Seniors Served 53 Microenterprise Programs Chinatown Fresno Foundation 32 Subtotal - Microenterprises Served 32 Grand Total - Community Services 1,012 Assess how the jurisdiction's use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified. In the third year of the 2020-2024 Consolidated Plan period, the City has used CPD funds to implement projects and programs that address the priorities and specific objectives identified in the Plan, including: Affordable Housing: • 97 affordable rental units were constructed (74.62% of the City’s total goal) • 11 affordable homes were constructed (22% of the City’s total goal) • 121 owner-occupied homes rehabilitated (55% of the City’s total goal) Homeless and Homelessness Prevention: • 4,212 people were provided overnight shelter (168.48% of the City’s total goal) • 677 people were provided rental assistance or rapid rehousing (75.22% of the City’s total goal) • 5,291 people were provided homelessness prevention or supportive services (2,939.44% of the City’s total goal) Community Services: • 3,573 people benefited from the provision of community services ( 31.62% of the City’s total goal) OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 11 of 118 • 108 businesses benefited from the disbursement of Federal funds (54% of the City’s total goal) Public Facilities and Infrastructure: • 204,473 people have benefited from facility or infrastructure improvements (408.95% of the City’s total goal) Fair Housing: • 271 people have benefited from fair housing programs (361.33% of the City’s total goal) OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 12 of 118 CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted 91.520(a) Table 4 - Table of assistance to racial and ethnic populations by source of funds 1 CDBG HOME ESG HOPWA White 531 9 1,438 148 Black or African American 308 2 370 63 Asian 44 0 74 1 American Indian or American Native 20 0 99 1 Native Hawaiian or Other Pacific Islander 1 0 12 0 Multiple/Other Races 182 0 84 138 Total 1,086 11 2,077 351 Hispanic 505 7 980 137 Not Hispanic 581 4 1,052 352 Most of the City’s housing and community development activities funded with CDBG are focused in low- or moderate-income areas (LMAs). If at least 51% of the households served by an activity have a low- or moderate-income, the area qualifies as an LMA under HUD’s rules. Race and ethnicity data are not reported for these activities; therefore, the figures above do not represent a complete picture of the beneficiaries under the City’s CDBG program. Activities completed which qualified for CDBG funding using LMA in PY 2022 provided an area benefit to 70,685 people. The ESG program served 2,297 individuals of which 92 individuals did not know their race information. Data could not be collected for an additional 128 people. The HOPWA program reported a total of 382 beneficiaries and household members who were served. Data could not be collected for 32 of the household members. 1 This table has been modified to include a “Multiple/Other Races” category. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 13 of 118 CR-15 - Resources and Investments 91.520(a) Identify the resources made available. Table 5 - Resources Made Available Source of Funds Resources Made Available Amount Expended During Program Year CDBG $7,392,099.33 $3,429,984.02 HOME $4,135,601.74 $137,688.44 HOPWA $875,943 $487,518.11 ESG $603,908 $482,304.24 CDBG-CV $4,429,107.41 $4,429,107.41 In PY 2022, $6,839,072 was allocated for CDBG. The program had an additional $306,913.40 in program income and $246,113.93. HUD allocated $3,625,073 to the HOME program in PY 2022. The City received a total of $418,488.32 in program income of which $137,688.44 was disbursed during the program year. HOPWA was allocated $875,943, and ESG was allocated $603,908 in PY 2022. Neither had program income nor prior year resources. The City also expended $4,429,107.41 in CDBG-CV funds for emergency shelter, and tenant and landlord counseling. Identify the geographic distribution and location of investments. Table 6 - Geographic Distribution and Location of Investments Target Area Planned Percentage of Allocation Actual Percentage of Allocation Narrative Description Citywide Low/Moderate Income Areas 100% 100% See below The Consolidated Plan did not identify any targeted areas. Instead, the City will spread resources throughout the City, with the understanding that most funding will go toward the improvement of predominately low- and moderate-income residential areas. In PY 2022, 100% of the allocation was used to benefit low- and moderate-income individuals or for improvements to predominately low- and moderate-income areas. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 14 of 118 Leveraging Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan. The City uses a variety of federal, state, and local resources to achieve its housing and community development goals as outlined in the Consolidated Plan and coordinates its resources with the County and local organizations. A selection of the coordination activities and additional resources leveraged are provided below. Rehabilitation Resources and Coordination Other City departments and divisions assisting in improving living conditions with non-HUD funding include Solid Waste, Streets, Parking, the Graffiti Team, the School Area Team, the Anti-Slum Enforcement Team, Proactive Rental Housing, and Code Enforcement. In PY 2022, coordination continued through street sweeping, tree trimming and removal, community clean ups, community engagement, improved referral systems, and the abatement of blight and unsafe conditions, and partnering with community groups to bring private resources to disadvantaged neighborhoods. Affordable Housing Resources, Coordination, and Matching Requirements In addition to utilizing HUD annual entitlement funds, the City elected to employ $13.2 million in State and Local Fiscal Recovery Funds from the American Rescue Plan Act (ARPA) allocation to support housing for low-income households through various projects and programs. The City also utilized two Permanent Local Housing Allocation (PLHA) fund awards of approximately $6 million to support affordable multi-family and single-family housing projects. These additional allocations enabled the City to fund eight projects (Central CA Land Trust, City College Tiny Homes, Econo North, Hotel Fresno, Lowell Trust, Parkway Drive, Poverello Tiny Homes, and Step Up at 99) and provided additional funding to augment CDBG and HOME funds to Sun Lodge, Sarah’s Court Phase I, and Avalon Commons. The City was awarded a Local Early Action Planning (LEAP) grant to accelerate housing production, including funding for an Accessory Dwelling Unit program to include 5 pre-approved construction plans to be used as second dwelling units, small primary starter homes, and housing for people and families experiencing homelessness. In the program year, the pre- approved plans were submitted for review, approved, permitted, and made available for free to the public. A web site was set up, brochures in 4 languages created, and a guidebook nearly completed. The City promoted the 5 free plans to the public at the Fresno Fall Home Improvement Show where it was well received by over 300 Fresno residents. The City was also awarded a FY 2023 Economic Development Initiative Community Project Funding award for $1 million for the development of tiny homes within the City. Technical assistance was provided to developers applying for Low-Income Housing Tax Credits for their affordable housing projects. The City also supported other affordable housing developers in their pursuit of non-LIHTC funding for affordable housing. As part of the City’s housing activities, it routinely coordinates with local organizations and housing advocates to continuously improve implementation of the Development Code and General Plan to incentivize the creation of, preservation of, and access to affordable housing. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 15 of 118 HUD designated the City as severely fiscally distressed for the purpose of HUD’s HOME Match Reduction which reduced its HOME Match requirement by 100%. Regardless of the reduction, the City continued to seek HOME Match funds to help contribute to future year match liabilities in the event the City is no longer considered fiscally distressed. The practice of recording match over the past years has allowed the City to accrue over $6.1 million that will be used to offset future Match liability. As of this reporting period, the Match accrual provides a post-reduction Match safety net for the first $24 million in HOME expenditures subject to Match requirements. An example of matching funds under the HOME Program includes, but is not limited to, private financing and interest subsidies from homebuyers and residential rehabilitation programs. Homelessness Resources and Coordination The City worked closely with the Fresno Madera Continuum of Care (FMCoC) and surrounding jurisdictions to reduce deficiencies in services to people experiencing homelessness by aligning funding and programs. The programs worked in tandem to support individuals through the process of obtaining housing. Funding that has been allocated to the City in addition to HUD CPD entitlement funding includes the Homeless Housing, Assistance, and Prevention (HHAP) Rounds 1, 2, 3, and 4, totaling $27,861,099.25. The City was also awarded $5,070,057.68 in Encampment Resolution Funding (ERF) which is being used to address a large encampment in downtown Fresno. Additionally, the City received notice of award in the amount of $17 million for ERF Round 2, which will augment services to the designated encampment area. Internally, the City has budgeted the HUD and State funding to projects in a manner that ensures that our successful projects can continue to serve individuals without an interruption in services. As well as expending existing projects and services by leveraging funding. The City has also allocated $1 million of its ARPA funds to a voucher assistance and/or landlord incentive program to ensure there are resources available to support permanent housing options for individuals as they exit emergency shelters or temporary housing. Community Services Resources and Coordination The City commits general funds, pursues other funding streams, and coordinates with community organizations to provide services to low- and moderate-income people. Most of the City’s 18 community and neighborhood centers are in areas which serve predominantly low- and moderate-income people and provide numerous programs focused on bringing community members together for recreation, science education, computer training, fitness, and more. Infrastructure and Facilities Resources and Coordination The City continuously strives to allocate additional resources to improve and enhance infrastructure and facilities serving low- and moderate-income people. One such initiative is Transform Fresno, which leverages the California Strategic Growth Council’s Transformative Climate Communities Program (TCC) “to fund the development and implementation of neighborhood-level transformative climate community plans that include multiple coordinated greenhouse gas emissions reduction projects that provide local economic, environmental and health benefits to disadvantaged communities”. The funds are intended to be used for “comprehensive public investments” that can effectively catalyze private and public resources to achieve environmental and economic transformation. The City also received relief funding through ARPA, some of which will be used for infrastructure and street improvements. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 16 of 118 Coronavirus Relief Funding Since the COVID-19 pandemic, the City received additional allocations of HUD CPD funds as a result of the Coronavirus, Aid, Relief, and Economic Security Act (CARES Act) and ARPA. These special funds must be used to prevent, prepare for, or respond to the Coronavirus. The City’s allocations included: • Community Development Block Grant – Coronavirus (CDBG-CV1 and CDBG-CV3): $7,980,086 • HEARTH Emergency Solutions Grant – Coronavirus (ESG-CV1 and ESG-CV2): $10,948,953 • Housing Opportunities for Persons with AIDS/HIV – Coronavirus (HOPWA-CV): $92,574 • HOME Investment Partnership Program ARPA (HOME-ARP): $11,922,873 CARES Act funds have been used for activities including emergency shelter operations, street outreach, mobile shower operations, mobile medical clinic operations, the development of affordable housing, supportive services, and tenant and landlord counseling. In PY 2022 the City funded three (3) emergency shelters – Travel Inn, Journey Home, and Step Up at 99 using CDBG-CV funds. Two thousand forty-one (2,041) people were given emergency shelter at those three sites. An additional emergency shelter, Fresno Home, was operated by TURN and funded with ESG-CV. The people served at Fresno Home were included in the ESG-CV CAPER submitted to HUD; however, they are not included in the Emergency Shelter data provided in this report. In total, $4,408,374.20 in CDBG-CV funds and $2,434,512.22 in ESG-CV funds were expended on emergency shelter operations. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 17 of 118 Fiscal Year Summary – HOME Match Table 7 - Fiscal Year Summary - HOME Match Report Fiscal Year Summary – HOME Match 1. Excess match from prior Federal fiscal year $6,114,811 2. Match contributed during current Federal fiscal year $1,350 3. Total match available for current Federal fiscal year (Line 1 plus Line 2) $6,116,161 4. Match liability for current Federal fiscal year $0 5. Excess match carried over to next Federal fiscal year (Line 3 minus Line 4) $12,232,322 Table 8 - Match Contribution for the Federal Fiscal Year Project No. or Other ID Date of Contribution Cash (non- Federal sources) Foregone Taxes, Fees, Charges Appraised Land/Real Property Required Infrastructure Site Preparation, Construction Materials, Donated Labor Bond Financing Total Match Sarah’s Court CDBG Agreement - - $624 - - - - $624 Sun Lodge ARPA - - $357 - - - - $357 Avalon Commons - - $369 - - - - $369 Table 9 - HOME Program Income Balance on hand at beginning of reporting period Amount received during reporting period Total amount expended during reporting period Amount expended for TBRA Balance on hand at end of reporting period $6,452,969 $449,459.66 0 0 $6,902,428.66 OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 18 of 118 HOME MBE/WBE Report Minority Business Enterprises and Women Business Enterprises - Indicate the number and dollar value of contracts for HOME projects completed during the reporting period. Table 10 - HOME Minority- and Women-Owned Business Enterprises Total Minority Business Enterprises White Non- Hispanic Alaskan Native or American Indian Asian or Pacific Islander Black Non- Hispanic Hispanic White Non- Hispanic Contracts Number 1 0 0 0 0 1 Dollar Amount $12,600,614 $0 $0 $0 $0 $12,600,614 Sub-Contracts Number 18 0 0 0 0 18 Dollar Amount $9,275,399 $0 $0 $0 $0 $9,275,399 Total Women Business Enterprises Male Contracts Number 1 0 1 Dollar Amount $12,600,614 $0 $12,600,614 Sub-Contracts Number 18 0 18 Dollar Amount $9,275,399 $0 $9,275,399 Minority Owners of Rental Property Indicate the number of HOME assisted rental property owners and the total amount of HOME funds in these rental properties assisted Table 11 - HOME Minority Owners of Rental Property Total Minority Property Owners White Non- Hispanic Alaskan Native or American Indian Asian or Pacific Islander Black Non- Hispanic Hispanic Number 0 0 0 0 0 0 Dollar Amount $0 $0 $0 $0 $0 $0 OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 19 of 118 Relocation and Real Property Acquisition Indicate the number of persons displaced, the cost of relocation payments, the number of parcels acquired, and the cost of acquisition Table 12 - Relocation and Real Property Acquisition Statistic Number Cost Parcels Acquired 1 $2,700,000 Businesses Displaced 0 $0 Non-Profit Organizations Displaced 0 $0 Households Temporarily Relocated, not Displaced 93 $250,000 Households Displaced Total Minority Property Enterprises White Non- Hispanic Alaskan Native or American Indian Asian or Pacific Islander Black Non- Hispanic Hispanic Number 0 0 0 0 0 0 Cost $0 $0 $0 $0 $0 $0 OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 20 of 118 CR-20 - Affordable Housing 91.520(b) Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate- income, and middle-income persons served. Table 13 - Number of Households Supported with Affordable Housing One-Year Goal Actual Number of homeless households to be provided affordable housing units 0 0 Number of non-homeless households to be provided affordable housing units 24 11 Number of special-needs households to be provided affordable housing units 0 0 Total 24 11 For the purpose of this section, the term “affordable housing” does not include the provision of emergency shelter, transitional shelter, or social services. Table 14 - Number of Households Supported by Type of Support One-Year Goal Actual Number of households supported through rental assistance 162 149 Number of households supported through the production of new units 22 11 Number of households supported through rehab of existing units 15 48 Number of households supported through acquisition of existing units 0 0 Total 199 208 Discuss the difference between goals and outcomes and problems encountered in meeting these goals. During the program year, the City was able to assist a total of 16 households with HOME-TBRA through its partnership with the Fresno Housing Authority. The City assisted 86 people with a housing subsidy and 47 people with TBRA through the HOPWA program. Since the normal construction period for large development projects is approximately 24 months, usually one project is reported as complete each year. During the program year, 57 units were constructed for the Monarch at Chinatown project, which was completed on March 7, 2023. Of those 57 units, 11 units were constructed using HOME funds. The additional 46 units in the project are also affordable under the Low-Income Housing Tax Credit program and the State Transformative Climate Community – Strategic Growth Council program. Although the City experienced delays due to staff vacancies, Section 106 reviews, increased material costs, and material shortages due to the COVID-19 pandemic, the City exceeded its rehabilitation goals for the program year. The City took steps to mitigate future delays by filling vacancies and partnering with a consultant to assist with Historic Reviews. The City also anticipates a slow decline of project costs post-Pandemic. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 21 of 118 Discuss how these outcomes will impact future annual action plans. The development of affordable housing continues to be a priority for the City as stated in the City’s One Fresno Housing Strategy, a mayoral initiative developed by the current Fresno City Mayor. Since the publication of the Strategy on April 18, 2022, the City has significantly increased funding planned for affordable housing development, rehabilitation of existing housing, and other affordable housing programs for low-income households. The City recognizes that HUD entitlement funds alone are insufficient to meet the affordable housing needs of the City, and for this reason, the City has utilized other funding sources such as those available from the Local Housing Trust Fund (LHTF), Permanent Local Housing Allocation (PLHA) funds, and the State and Local Fiscal Recovery Funds (part of the American Rescue Plan Act). Although units created and preserved with other non-HUD entitlement funding and are not counted in the Consolidated Annual Performance Evaluation Report to HUD or anticipated in the Annual Action Plan, the infusion of these additional funding sources, and the units created as a result, will be reported in the City’s State-mandated Housing Element to create a more realistic goal for new unit construction established by the Regional Housing Needs Allocation. The TBRA program will also continue to be an essential component of the City’s homelessness response as the City fully expends agreements with prior year funds. Furthermore, the City will continue to conduct owner-occupied home repair programs and increased the funding for the activity in the PY 2022 Annual Action Plan. Include the number of extremely low-income, low-income, and moderate-income persons served by each activity where information on income by family size is required to determine the eligibility of the activity. Table 15 - Number of Households Served Number of Households Served CDBG Actual HOME Actual Extremely Low-income 437 16 Low-income 307 0 Moderate-income 212 0 Total 956 16 OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 22 of 118 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) The number of sheltered and unsheltered people experiencing homelessness decreased in Fresno by 5.6% according to data provided by the Fresno and Madera Continuum of Care (FMCoC) on January 24, 2023. The City is working to build on the success of last year through its programs and partnerships. Evaluate the jurisdiction's progress in meeting its specific objectives for reducing and ending homelessness through: Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs The City continues to participate with a group of community members and the Fresno-Madera Continuum of Care to collectively identify and confront systemic issues in mental health and homelessness service delivery. In 2018, the FMCoC expanded its Multi-agency Access Program (MAP Point) with additional access points and an integrated intake process which connects people facing housing, substance abuse, physical health, or mental illness challenges to supportive services. MAP Point is considered the local coordinated entry point for the FMCoC Coordinated Entry System (CES). The Coordinated Entry System uses a standard intake and assessment tool to link vulnerable people needing assistance to a multitude of mental health, substance abuse treatment, housing, and other social services. MAP Point’s expansion includes additional locations that continue to target under-served populations with critical access needs. The Poverello House HOPE Team, funded with ESG and ESG-CV funds, operates as a mobile MAP Point site. While the HOPE Team engages homeless individuals, the team members are also entering those individuals into the CES. The HOPE Team also conducts street outreach on behalf of the City to engage with unsheltered people experiencing homelessness and connect them to shelter, supportive services, and navigation services. The HOPE Team works in collaboration with the City’s Homeless Assistance Response Team (HART). HART, comprised of a multi-departmental and multi- agency team, assists homeless people to move from the streets into shelter, temporary housing, and, ultimately, permanent housing while keeping the City’s vacant lots and properties in compliance with City Code. The HOPE Team uses its skill and training to build a rapport and connect with the individuals to deescalate potential crises and help people become more comfortable accepting shelter and navigation services. The City has published a Request for Proposal for mobile shower operations and street outreach services; a Request for Proposal for homeless youth services will be published in early PY 2023, with services to begin in November 2023. Additionally, service agencies and volunteers organize on a nearly annual basis to conduct a Point-in-Time Count. The City continues to support this effort. The most recent Point-in-Time Count can be found at https://fresnomaderahomeless.org/point-in-time. Addressing the emergency shelter and transitional housing needs of homeless persons OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 23 of 118 During the program year, the City funded The Living Room, a program developed with WestCare California, Inc. This project offers transitional housing to homeless individuals with HIV/AIDS and their families. The City also funded the Marjaree Mason Center to support transitional services for victims of domestic violence and the operation of five (5) rooms within a transitional housing safe house during the first quarter of the program year. The City funded emergency shelter operations for Travel Inn, Journey Home, and Step Up at 99 with CDBG-CV. One of the emergency shelter sites was specially designed to house families. During the program year, 2,041 people were served with emergency shelter at these sites. An additional emergency shelter, Fresno Home, was operated by TURN and funded with ESG-CV. The people served at Fresno Home were included in the ESG-CV CAPER submitted to HUD; however, they are not included in the Emergency Shelter data provided in this report. Additionally, the City continues to utilize its State funds to support the operations of fifteen (15) emergency shelters at the Golden State Triage Center, Bridgepoint, Sage Commons, Parkway Inn, Hope Point Triage Center, Village of Hope, Homeless Youth Bridge House, HOPE Youth Bridge Housing, Journey Home, Step Up at 99, Sun Lodge, Ambassador Inn, Fresno Safe House, Villa Motel, and Fresno Home Triage. Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs. During PY 2022 the City contracted subrecipients to provide Emergency Shelter to people fleeing domestic violence, Street Outreach, Rapid Rehousing, and Homeless Prevention. Services were provided per HUD 24 CFR 576 guidelines. The focus of “shelter first” to provide adequate and proper shelter for those identified as homeless was undertaken using ESG funding through local programs. PY 2022 contracted subrecipients include: WestCare California, Inc. Project Unite Poverello House HOPE Team Poverello House Rapid Rehousing Marjaree Mason Center Emergency Shelter (first quarter of PY 2022) The City, in close coordination with the FMCoC and its members, has provided ESG funding to local homeless service providers for the operation of emergency shelters, provision of homeless prevention, street outreach, and rapid rehousing services. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 24 of 118 Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again As part of the FMCoC Executive Board, the City continues to support and coordinate with multiple community organizations and governmental agencies that actively engage in planning and implementing discharge plans and protocols that address the needs of individuals at-risk of becoming homeless after receiving services. These individuals include youth who are exiting foster care, homeless people who are frequent users of health care or mental health services, and people leaving County correctional facilities who need assistance with reintegrating into the community. Members of the Continuum coordinate their efforts and build a community of agencies that provides supportive and preventative services to these people who are at high risk of becoming homeless. The City requires that all ESG subrecipients participate in the Coordinated Entry System (CES). Participation in the CES allows agencies to link individuals with the best services and housing to meet their needs and ensure self-sufficiency. The FMCoC and participating jurisdictions continue to contract a CES Management Entity. The CES team is comprised of a community coordinator, two (2) housing matchers, a data analyst, a trainer, and an assistant administrator. The Management Entity has streamlined and sped up matching individuals to services and housing especially for people experiencing homelessness who fall into the category of “special populations”. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 25 of 118 CR-30 - Public Housing 91.220(h); 91.320(j) Actions taken to address the needs of public housing The Fresno Housing Authority continues to manage the HOME-TBRA program on behalf of the City as a grant subrecipient. This partnership allows the City and the Fresno Housing Authority to maintain frequent communication regarding the program and any issues outside of the HOME-TBRA assistance. The Fresno Housing Authority is the lead agency for the Homeless Management Information System and participates in the Point in Time Count. Additionally, Fresno Housing Authority is a member of the FMCoC, and assists the FMCoC communities to apply for HUD funding to provide housing and services for persons/families experiencing homelessness as the Collaborative Applicant; having the responsibility of submission of HUD reports and annual HUD funding. This role also includes ensuring the Point in Time is conducted in accordance with HUD mandates. The City works to support the Fresno Housing Authority with these projects. The U.S. Department of Housing and Urban Development has designated the Fresno Housing Authority as a high performer. Actions taken to encourage public housing residents to become more involved in management and participate in homeownership The City’s Planning and Development Department, Community Development Division staff continues to partner with the Fresno Housing Authority to coordinate services and program delivery for households of low- and moderate-income. Both agencies are involved with collaborative efforts such as the FMCoC and the Multi-agency Access Program (MAP), Fresno Developing the Regions Inclusive and Vibrant Economy Initiative, and the Anti-Displacement Task Force. Actions taken to provide assistance to troubled PHAs The Fresno Housing Authority is not considered troubled. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 26 of 118 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j) Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) The West Area Neighborhoods Specific Plan (WANSP) and the Southeast Development Area Specific Plan (SEDA), along with each of their Environmental Impact Reports were underway in the program year. These plans will open the door for residential development in the western and eastern growth areas of Fresno. SEDA is scheduled for adoption in 2023 and WANSP in 2024. To streamline development, the City made the mandatory pre-planning project reviews by the Development Review Committee (DRC) voluntary. The City adopted a mixed-use text amendment (MUTA) which significantly increased the capacity for residential development in commercial and mixed-use zones. MUTA changed the zoning code and Fresno General Plan text to facilitate economically feasible and high-quality development along transit corridors as prescribed in the Fresno General Plan and to address the need for housing. MUTA removed the maximum density limits for mixed-use districts and modified the restriction that prohibits ground floor residential uses in mixed-use districts so that only corner properties at two or more major streets and properties near Bus Rapid Transit (BRT) stops will have mandated active uses. In the program year, the City established multiple streamlining permit processes, including a seven-day approval process for Accessory Dwelling Unit (ADU) building permits that utilize pre- approved ADU plans. Plan Check fees were waived for applicants utilizing the pre-approved ADU standard plans. Additionally, the Kings Canyon Corridor Transit Orientated Development Connectivity Study was developed with extensive public engagement. Analysis and templates for future development of all types including residential were created. The City was able to reduce barriers by showcasing the feasibility of development through conceptual projects on key intersections. Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) As part of the Consolidated Plan, the City identified several obstacles to meeting needs that are particularly difficult to achieve in the City. Below are some of the actions the City is taking to overcome the obstacles: • Increased development, preservation, and rehabilitation of affordable housing for low‐ income and special needs households. • Provided assistance for the homeless and those at risk of becoming homeless through Housing First collaborations. • Provided assistance to low‐income and special needs households. • Cooperated with, and provided assistance to, for‐profit and non‐profit developers to facilitate construction of housing units through new housing development, including OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 27 of 118 assistance to projects applying for the State of California for Low Income Housing Tax Credits, and other federal and state funding sources. • Continued to provide funds to programs and projects to rehabilitate the City’s substandard housing stock, ensure continued housing affordability for current homeowners, and improve housing quality for multi‐family housing tenants. • The Tenant-Based Rental Assistance program served people who are homeless or at- risk of homelessness. The program is funded through the City’s HOME Program. Although the program was not funded in the program year, prior year funding and subrecipient agreements allowed the City to continue to provide TBRA assistance. The City also continued to address the lack of funding for the needs identified in the Consolidated Plan by rigorously managing HUD entitlement funds through a citizen engagement process, monitoring, and providing technical assistance to subrecipients. It has also received additional Federal and State funding through the American Rescue Plan Act; Economic Development Initiative Community Project Funding; Permanent Local Housing Allocation; Local Housing Trust Fund; Homeless Housing, Assistance, and Prevention; Transformative Climate Communities Program; Local Early Action Planning; and Encampment Resolution Funding to further leverage its existing grant funding. Details regarding these pursuits can be found in the CR-15: Leveraging section of this report. Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) All the City’s federally funded housing programs are required to comply with the lead paint requirements found in 24 CFR Part 35. Lead-based paint educational materials and inspection reports are provided to program recipients. The Community Development Division Housing Program Supervisor is EPA RRP Lead Safe Certified and is a licensed State of California CDPH certified inspector/assessor. The City and its subrecipients continue efforts to remediate lead hazards through home repair programs. Additionally, the County of Fresno, a recipient of federal funds, continues to address households with children who have been identified with high levels of lead or the house is found to have lead hazards. Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) Through a $7.4 million grant from California Volunteers and the State of California, the City created the One Fresno Youth Jobs Corps program. Through this program, the City is able to hire youth ages 16-30 years old, pay them a livable wage, provide training and wrap-around services, and put them on a career pathway for future City or outside organization employment in that field. The City also partners with and funds local agencies to help improve education and job readiness for individuals who are low-income. These include the Workforce Development Board and the Fresno Economic Opportunities Commission. A few of the programs are described below. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 28 of 118 Workforce Development: The Fresno Regional Workforce Development Board (FRWDB) is a Joint Powers Authority between the City of Fresno and the County of Fresno. The FRWDB's primary mission is to assist local businesses in meeting their human capital needs. They do this by screening and training prospective new employees, and by assisting existing employees with upskill training. The FRWDB also offers a variety of job search and assessment services to unemployed and underemployed individuals at their Workforce Connection centers. There are four (4) Workforce Connection centers located throughout Fresno County; two (2) are in Fresno. All have professional staff ready to provide services to help individuals get back into the workforce. • Basic Career Services The FRWDB's basic career services allow Fresno residents to conduct their own job searches. Clients have access to labor market information, career exploration tools, and job listings. Additionally, computers, fax, and copy machines, and telephones are available to assist in contacting prospective employers. • Individualized Career Services Residents enrolled in the FRWDB's individualized career services receive one-on-one support from an Employment Readiness Specialist (ERS). The ERS will provide career guidance, skill-level assessments, educational & training opportunities, and job readiness workshops. • Training and Supportive Services The FRWDB offers scholarships to over 100 in-demand training programs at adult schools, community colleges, and private colleges throughout Fresno County. The FRWDB also provides opportunities for work experience and on-the-job training (OJT). Additionally, supportive services may be available to assist with purchasing items necessary to secure a job such as interview clothing, required supplies, and transportation needs. Fresno Economic Opportunities Commission Fresno Economic Opportunities Commission (Fresno EOC) is considered one of the largest Community Action Agencies in the country. Fresno EOC employs over 1,200 full- and part-time staff members committed to helping people and changing lives. With over 30 programs to serve the community, they bridge gaps with almost every aspect of the underserved population with one mission: fighting to end poverty. Founded in 1965, Fresno EOC has spent over five decades moving towards a vision of a strong Fresno County where people have resources to shape their future free from poverty. The agency's scope of service consists of almost all facets of human services and economic development. They range from preschool education to vocational training; youth recreation to senior citizen hot meal services; energy conservation education to crisis intervention; preventive health care to prenatal nutrition education; and vocational counseling to job placement services. • Local Conservation Corps Fresno EOC's Local Conservation Corps (LCC) provides young adults opportunities and support that will enable them to work towards achieving their full potential in the areas of educational advancement - completion of high school diploma, college classes, and Career Technical Education (CTE) classes and industry certifications; post-secondary college and career planning, readiness, enrollment assistance, and alumni support; work OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 29 of 118 readiness and paid on-the-job hands-on skills training and development; leadership and real-life soft-skills development; civic awareness; and community service. • Workforce Connection Young Adult Program Provides opportunities to young adults, ages 14-24, living in Mendota and Fresno County, to participate in a summer internship program. Fresno EOC successfully pairs young adults with local employers in rapidly growing industries. The summer internship program is designed to target high school graduates transitioning into post-secondary education, offering them the opportunity to be mentored by a leader in their respective industries. • Valley Apprenticeship Connections Fresno EOC provides career readiness training in the construction industry in a 12-week program. Fresno EOC Valley Apprenticeship Connections program supports the hiring needs of the Central Valley's construction contractors. Students are immersed in an intense 16-week training program to prepare them for the construction industry. Graduates may qualify for financial assistance to pay for initial induction fees. • Navigation Assistance Center Provides referrals and assistance to clients when applying for and navigating through Fresno EOC programs and services. • Central Valley Against Human Trafficking (CVAHT) Offers services and support to all victims of human trafficking. The program provides awareness, training, technical assistance, advocacy, and direct services about human trafficking and trafficking-related issues. • Advance Peace Fresno A community-based program that aims to transform lives and build safer communities by ending cyclical and retaliatory gun violence in urban neighborhoods. The program serves the population affected by gun violence by providing transformational opportunities and personalized fellowship to establish restorative efforts. • Foster Grandparent Program A volunteer program for seniors to provide mentoring and emotional support for youth. The program bridges generations as senior volunteers provide one-to-one mentoring and emotional support to underserved infants, children, and teens throughout Fresno and Madera Counties, promoting literacy and academic success and fostering social- emotional and cognitive-behavioral development. • Senior Taxi Scrip Provides discounted Taxi services for seniors ages 70 and older. The program offers ADA-compliant vans, scheduling, and friendly drivers - 24 hours a day, 7 days per week. The scrip service is intended to open doors to independence for seniors who no longer drive or require assistance with their travel needs. • LGBTQ+ Resource Center Provides drop-in services and serves as a resource center for individuals of the LGBTQ+ community. Services include Virtual Peer Support Groups, Referrals to Outside Help, OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 30 of 118 Advocacy, Case Management, Housing Needs Assessment, and Trauma-informed Care. • Fresno EOC Head Start 0 to 5 Offers educational, emotional, social, health, and nutritional services across 30+ sites in Fresno County for pregnant women and children. Fresno EOC Head Start 0 to 5 offers both center-based and home-based services. • School of Unlimited Learning (SOUL) A public charter high school in downtown Fresno that provides alternative educational approaches for students in grades 9-12, ages 14-22. • YouthBuild Charter High School of California A project-based high school curriculum, operated by YouthBuild Charter School of California, that provides construction and health care training for young adults ages 18- 29 to obtain their high school diploma. • Fresno EOC Training and Employment Provides young adults ages 18-26 with paid job training and learning opportunities within public lands and trail conservation, solar, recycling, construction, and healthcare. • POPS 2.0 Proving Our Parenting Skills A Responsible Fatherhood Program aimed at increasing knowledge and teaching parenting skills to improve relationships between fathers, their children, and their children's mother. • Summer Youth Internship Program Provides high school seniors and graduates ages 17-24 with paid work-based training and career mentorship during the summer. The program provides opportunities for young adults to participate in a paid summer internship program pairing young adults with local employers in rapidly growing industries. The summer internship program is designed to target high school graduates transitioning into post-secondary education, offering them the opportunity to be mentored by a leader in their chosen industry. • Fresno EOC Food Distributions Provides food to families residing in rural communities and inner-city areas. • Food Services Home Delivery Offers low-cost, weekly meal deliveries for those who enjoy the convenience of a heat- and-serve meal for breakfast, lunch, and dinner. Eligible clients include: Senior citizens, individuals who lack transportation, surgery recovery patients, individuals with physical limitations, and homebound individuals. • Free Summer/Winter Meals for Kids Provides nutritious meals when schools are not in session throughout various locations within Fresno County. Food is provided to children ages 1-18. • Fresno EOC WIC (Women, Infants, and Children) Provides supplemental healthy food, nutrition education, breastfeeding support, health, and community referrals to pregnant and postpartum women and children up to age 5. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 31 of 118 • Adolescent Family Life Program (AFLP) Supports teen parents by providing tools for effective parenting, goal setting, and promoting healthy relationships and independence. The program addresses adolescent pregnancy's social, health, educational, and economic consequences by providing comprehensive case management services to pregnant and parenting teens and their children. • Dental Care (For Kids) Oral Health Outreach and Education Services Educates youth and families about proper dental hygiene and the importance of seeing a dental provider regularly. • California Personal Responsibility Education Program (CAPREP) Educates youth on teen pregnancy, sexually transmitted infection prevention, healthy relationships, and substance use. • Community Health Center A primary care, comprehensive family planning, and reproductive health clinic serving men, women, and teens. • Tattoo Removal Clinic Provides fee-for-service laser tattoo removal and a no-cost service for the Violence Intervention & Community Service Program. • Rural Tobacco Education Program Educates rural Fresno County communities about the dangers and risks of tobacco- related diseases and smoke-free policies. • Home Visitation Services Consist of weekly, 90-minute sessions where specialists work one-on-one with parents. • School-Based Sealant Program Provides services to improve the oral health of elementary school-aged children through preventative oral health services, such as oral health education, dental sealants, and fluoride varnishes. • HEARTT Program Provides free transportation to Fresno EOC Health Services clinic for youth. • Safe Place Provides access to immediate help and supportive resources for youth ages 12-18 in crisis. All Fresno EOC affiliated locations are designated Safe Place Zones. • Sanctuary Drop-in Center A daytime drop-in center where homeless and displaced youth can eat hot meals, wash laundry, shower, recuperate, learn life skills, and/or participate in recreational activities. • Sanctuary Housing Services Provides housing assistance and supportive services to individuals and/or families experiencing homelessness. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 32 of 118 • Weatherization Services Provides eligible households with improvements that increase a home's energy efficiency and reduce utility bills. Weatherization measures may include: Weather- stripping, insulating exterior walls, ceilings, and floors; installing low-flow shower heads; upgrading interior and exterior lighting services to LED. • Free Solar Program Provides solar installation for low-income family homes in parts of the 93706-area code, at no cost to customers. • Low-Income Home Energy Assistance Program (LIHEAP) Provides financial assistance to eligible households with heating and cooling costs, energy crisis intervention, and energy education. • Low-Income Household Water Assistance Program (LIHWAP) Provides financial help to eligible Fresno County residents for their residential water utility bills. • Fresno EOC Food Services Contracts with organizations to provide healthy and nutritious meals to preschool and school-age children, young adults, seniors, and organizations. • Fresno EOC Transit Systems Provides safe and reliable contract transportation services for school children, the elderly, the disabled community, and the public in Fresno and Madera counties. Actions taken to develop institutional structure. 91.220(k); 91.320(j) Throughout the planning year, the City coordinated with community development agencies and non-profits serving the community to identify and implement initiatives to meet underserved needs. Collaborating organizations include the FMCoC, the Fresno Housing Authority, and many more. The City also worked to build new partnerships with local non-profits, faith-based groups, for-profits, and other governmental institutions. Other notable activities include: • Engaging Fresno residents to create housing policy objectives through the implementation of the 2015-2023 Housing Element. • Launching the community engagement process for the 2023-2031 Housing Element. Coordinated by the Frenso Council of Governments, Fresno County and 14 cities in Fresno County, including Fresno, are preparing a Multi-Jurisdictional Housing Element for the 6th round of Housing Element updates. The Multi-Jurisdictional Housing Element will cover the planning period of December 31, 2023, through December 31, 2031. In 2022, there were 9 public workshops, 2 community and stakeholder meetings, 1 City Council study session, 2 regional focus groups, and numerous stakeholder consultations to introduce the update and obtain input on housing needs and programs. • In 2020, the City applied for and was awarded a Local Early Action Planning (LEAP) grant to accelerate housing production, including funding for an Accessory Dwelling Unit OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 33 of 118 program to include 5 pre-approved construction plans to be used as second dwelling units, small primary starter homes, and housing for individuals and families experiencing homelessness. In 2022, the pre-approved plans were submitted for review, approved, permitted, and made available for free to the public. A web site was set up, brochures in 4 languages created, and a guidebook nearly completed. The City promoted the 5 free plans to the public at the Fresno Fall Home Improvement Show where it was received well by over 300 Fresno residents. • In July 2021, the City Council established a Local Housing Trust Fund (LHTF), and in 2022, an allocation of an additional $3.5 million was given to the LHTF. The LHTF was awarded a matching grant of $2.5 million from the State. The eligible project must meet the requirements set forth by the State matching grant, but the City is permitted to define how project applications are scored. To help develop the scoring criteria for the Notice of Funding Availability (NOFA) for first round of funding, staff solicited feedback from community members on what their highest priorities were for an eligible project. The Round 1 NOFA was released earlier this year, and a project was awarded in 2023. • The Anti-Displacement Task Force’s recommendations on displacement prevention priorities were presented to the Planning Commission on January 19, 2022. The recommendations also informed the One Fresno Housing Strategy, presented to the City Council on April 27, 2022. The goal of the One Fresno Housing Strategy, a three-year framework for fast-tracking the implementation of the City’s existing housing plans, is to “create an environment that leads to the 3-year completion, rehabilitation, and preservation of 6,926 affordable and 4,110 market-rate housing units by identifying available land, vacant property and financial resources while deploying a wide range of development partners to increase housing options across the housing spectrum throughout the City.” The One Fresno Housing Strategy contains 71 programs for accomplishing this goal, organized under the objectives of housing preservation, displacement prevention, and promotion of equity, with a special set of programs designed to house the unhoused. Programs that were adopted by the City Council in 2022 include: allocating $1.95 million to the Central Fresno Neighborhood Trust, to prevent displacement and acquire and rehabilitate 50 units of rental housing; allocating $222,500 to Central California Land Trust, a mechanism that allows for permanent affordability; allocating an additional $2 million to the City’s Eviction Protection Program; allocating an additional $3.5 million to the City’s recently created Local Housing Trust Fund; allocating $5 million for a No Place Like Home Downpayment Assistance Program; allocating $5 million for two (2) No Place Like Home tiny home villages; and allocating $850,000 to Fresno City College to allow students to create 24 tiny homes for low-income people. • The City’s Building & Safety Services Division improved the permit and approval process for customers by creating an auto-routing for solar panels; new standard plan templates for Accessory Dwelling Units (ADUs), multi-family, and commercial projects; public workshops to assist customers with hands-on training; YouTube training videos for application submissions; a survey sent to customers after a record is created in Accela to gauge what customers have challenges with; a digital affidavit for express permits; OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 34 of 118 auto routing once fees are paid; and removing unnecessary text in data entry fields in building applications. • In the planning year, the City submitted a Pro-Housing Designation application to the California Department of Housing and Community Development. The Prohousing Designation Program was established in the 2019-2020 Budget Act to acknowledge the policies of local governments that promote housing development. The purpose of the program is to encourage jurisdictions to pass and implement policies that accelerate housing production, promote favorable zoning and land use, reduce construction and development costs, and provide financial subsidies. In PY 2022, the City received a Pro- Housing Designation from the State of California. • Three special Project Liaisons were hired within the Planning and Development Department to assist with customer support, each one dedicated to their area of expertise: Residential, Non-Residential, and Downtown. Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j) The City is an active, member of the FMCoC. The Assistant Director of Planning and Development is a voting member of the FMCoC Executive Committee. The Housing & Neighborhood Revitalization Manager over the Homeless Services Division serves as a backup. Both City representatives regularly participate in FMCoC general meetings and events. Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) The City’s 2020 Analysis of Impediments to Fair Housing Choice Report (AI), published August 24, 2020, identified nine (9) impediments and proposed actions and measurable objectives to address the impediments. In this section, activities undertaken during the program year are presented for each activity. The City of Fresno’s Fair Housing provider, Resources for Independence Central Valley (RICV) provided outreach throughout the program year. Through CDBG funding, RICV staff conducted 24 outreach activities to share important information about Fair Housing, targeting housing providers, including property managers and property owners. RICV hosted four (4) webinars in six months on the topic of Fair Housing Rights & Responsibilities and how to avoid Fair Housing complaints. RICV also engaged landlords through the distribution of Fair Housing fact sheets, various social media posts, and setting up tables at community events. Impediment 1: Lack of Safety Net Programs for Renters Increases Housing Instability Among Protected Classes One recommendation in the AI was to create an Emergency Rent and Relocation Demonstration Program. The City, in partnership with community-benefit organizations, continued its Emergency Rental Assistance Program to improve housing stability in these unprecedented and uncertain economic times for those Fresno residents who have been negatively impacted by COVID-19. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 35 of 118 Additionally, the City used a portion of its CDBG-CV funds for tenant and landlord counseling for individuals impacted by COVID-19 with the intent of resolving disputes and ensuring renters remain housed. Impediment 2: Insufficient Employment Supports Leave Residents of Color with Lower Incomes and Limited Housing Choices The City funded the Business Visibility Initiative through the Chinatown Fresno Foundation to bring recognition and new customers to Chinatown businesses. The program helped microenterprises by developing job growth and an overall improved quality of life in the Chinatown area. Impediment 3: Need Neighborhood Infrastructure Development and Expanded Access to Opportunity in Areas of Concentrated Poverty The City allocated CDBG funds to the City’s Public Works Department to make improvements to streets, sidewalks, and neighborhoods. The areas targeted for improvement included: • The Burroughs Elementary Neighborhood Street Reconstruction – Phase II: Benefitted 20,170 people • The Ivy – Annadale to Chester Neighborhood Street Improvements : Benefitted 3,665 people • The Shields-Cedar-Dakota-Millbrook Street Reconstruction: Benefitted 15,755 people • The Olive-Maple-Whitney-Chestnut Street Reconstruction: Benefitted 17,750 people • The Maple – Gettysburg to Holland Street Reconstruction: Benefitted 10,590 people The following activities received a CDBG allocation for improvements in PY 2022, or a prior year, and are pending completion: • The Roberts & 10th Neighborhood Street Improvements • The Webster Community Canal Barricade • The Ericson Elementary Neighborhood Street Reconstruction • The Highway City Neighborhood Street Reconstruction • The Yosemite Middle School Complete Streets Design Impediment 4: Poor Housing Conditions In total, 48 homes were rehabilitated to preserve affordable housing for low- and moderate- income homeowners. The projects included: • City of Fresno Senior Paint and Exterior Repair Programs: Completed 16 • Self-Help Home Repair and Rehabilitation Program: Completed 16 • Habitat for Humanity Housing Rehabilitation/Repair Program: Completed 7 • Fresno EOC Roof Program: 9 OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 36 of 118 In the past year, home repair programs administered by the City and its subrecipients experienced delays due to staff turnover, the Historic Review process, and increased construction costs for material and labor since the Pandemic. However, home repair programs for low- and moderate-income households continue to operate. The City has filled vacancies, acquired a consultant to assist with Historic Reviews, obtained additional general contractors to participate in the programs, and expects project costs to slowly decline. Impediment 5: Racial Disparities Limit Access to Homeownership for Some Protected Classes The City and its community partners work to develop programs and practices that reduce barriers to homeownership for protected classes. Reducing administrative barriers to new affordable housing construction and broadening the educational opportunities surrounding affordable housing were key objectives over the program year. Impediment 6: Publicly Supported Housing Options Are Concentrated Outside of Areas of Opportunity The City’s 2020-2024 Consolidated Plan included a goal to improve access to affordable housing in high opportunity areas. In PY 2022, the Fresno Housing Authority constructed the Monarch at Chinatown. The total project cost $32,239,714 of which $397,118 in HOME funds were provided for eligible construction costs. Monarch at Chinatown was successfully completed on March 7, 2023, and is fully occupied. • Housing Authority – Monarch at Chinatown Project The project consisted of new construction of 57 multi-family affordable housing units, of which 11 were constructed with HOME funds, and on- and off-site improvements. Located in the Fresno Unified School District, the Monarch features easy access to public transportation and freeways; floor plans with studios, one-, two-, and three- bedroom units for rent; and accessibility features for people with disabilities. In PY 2022, there are 8 housing projects underway. They include: • Habitat for Humanity – Barcus and Rialto Single-Family Housing Project The project consists of new construction of two 3-bedroom, 2-bathroom homes with attached garages, and on- and off-site improvements. The estimated project cost is $924,550 of which $392,000 in HOME CHDO funds are being provided for eligible predevelopment and construction cost and subsequent homebuyer mortgage assistance for households at 60% to 80% of area median income. • FCTC, L.P. – Brand Haven Senior Housing Project The project consists of new construction of 180 multi-family senior housing units and on- and off-site improvements. The City provided $2,259,784 in CDBG funds to acquire a 2- acre project site located at Fancher Creek Drive and Marion Avenue. In addition, the City provided $1,420,500 in HOME funds for eligible pre-development and construction costs. The estimated project cost is $31 million. • Self-Help Enterprises – Annadale Phase II S-F Housing Project The project consists of new construction of a 22-unit single-family affordable housing subdivision and on- and off-site improvements. The City provided $1,462,000 in HOME funds for construction of 11 HOME-assisted units. The estimated project cost is $2.9 million. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 37 of 118 • Self-Help Enterprises – Walnut/Florence/Plumas The project consists of the development of a 17-unit single-family affordable housing subdivision and on- and off-site improvements. The estimated project cost is $4.4 million of which $800,000 in HOME funds is being provided for eligible construction costs. • Housing Authority – The Arthur at Blackstone The project consists of the renovation of an existing retail building and new construction to create 41 multi-family affordable housing units along with on- and off-site improvements. The estimated project cost is $26 million of which $1,633,112 in HOME funds is being provided for eligible construction costs. • Housing Authority – Sun Lodge The project consists of the renovation of the 98-unit Days Inn motel with the introduction of new construction of additional housing units at the site. The 98-unit motel will be converted into 64 housing units with a mix of bedroom types. The estimated project cost is $36 million of which $2.7 million in HOME funds is being provided for eligible construction costs. • FCTC, L.P. – Sarah’s Court Phase I The project consists of new construction of 120 multi-family affordable housing units and on- and off-site improvements. The City provided $2,480,000 in CDBG funds to acquire a 2-acre project site located at 200 N. Salma Avenue. Additionally, the City provided $3,169,034 in HOME funds for eligible pre-development and construction costs. The estimated project cost is $35 million. • Housing Authority – Avalon Commons The project consists of new construction of 60 multi-family affordable housing units and on- and off-site improvements. The estimated project cost is $40 million of which $2,654,771 in HOME funds is being provided for eligible construction costs. Impediment 7: Many Communications and Marketing Efforts Regarding Fair Housing Are Not Effectively Targeted to Protected Classes and Non-English Speakers The Resources for Independence Central Valley (RICV) Fair Housing Outreach Program connected with 54 residents to provide the community with education in several languages about Fair Housing rights, responsibilities, and regulations through trainings and materials made available through social media, direct mail, the RICV newsletter, and email blasts. RICV also distributed an easy-to-understand booklet to 212 low-income individuals through individual outreach. Impediment 8: NIMBYism and Prejudice Reduces Housing Choice for Protected Classes The City’s 2020-2024 Consolidated Plan includes a goal to improve access to affordable housing for low‐income and special needs households by partnering with interested developers to increase development of low-income and affordable housing in high opportunity areas. Impediment 9: Individuals Not Understanding Their Housing Rights May Prevent Access to Fair Housing The City continued to partner with Fair Housing advocacy groups in the program year to provide multi-lingual Fair Housing educational opportunities. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 38 of 118 CR-40 - Monitoring 91.220 and 91.230 Describe the standards and procedures that will be used to monitor activities carried out in furtherance of the plan and will be used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and comprehensive planning requirements. The City’s Community Development Division (CDD) serves as the lead division for monitoring compliance of the CDBG, HOME, ESG, and HOPWA Programs. CDD has established procedures for monitoring of the programs/activities and has staff assigned to compliance and annual monitoring. These procedures mandate compliance and timely implementation of the projects/activities being executed by internal departments, developers, and subrecipients. CDD staff utilizes internal policies and procedures, HUD monitoring handbooks, guidelines, and technical assistance publications to ensure HUD-funded programs and activities are following all applicable program rules and regulations. Monitoring ranges from screening applicants for income program eligibility, calculating income levels, to on-site inspections and document review. CDD staff review these reporting documents on a regular basis and provide technical assistance where needed to assure compliance. Additionally, the CDD staff conduct on-site, in-unit, and property inspections of completed federally funded affordable housing complexes. During the program year, the on-site, in-unit inspections resumed, and all HUD-assisted units were inspected. Also, during the program year, the Villa Del Mar project was released from further monitoring since the project’s affordability period expired. However, the City anticipates the Villa Del Mar project units to be affordable in perpetuity since the project is owned by the Fresno Housing Authority. Minority Business Outreach: The City established standards and procedures through Ordinance 2000-248, as amended, establishing its Disadvantaged Business Enterprise (DBE) Program in accordance with the regulations of the U.S. Department of Transportation (DOT) at 49 CFR Parts 23 and 26, U.S. Department of Housing and Urban Development (HUD) at 2 CFR Part 200, and U.S. Environmental Protection Agency (EPA) at 40 CFR Part 33. It is the policy and commitment of the City to ensure that DBEs as defined in Part 26, Part 23, Part 200 and Part 33 have an equal opportunity to receive and participate in DOT, HUD, and EPA-funded contracts. It is also the City's policy to: • Ensure nondiscrimination in the award and administration of DOT, HUD, and EPA- funded contracts; • Create a level playing field on which DBEs can compete fairly for contracts and subcontracts relating to construction, professional services, supplies, equipment, materials, and other services for DOT, HUD, and EPA-funded contracts; • Ensure that the DBE Program is narrowly tailored in accordance with applicable law; • Ensure that only firms that meet 49 CFR Part 23, 49 CFR Part 26, 2 CFR Part 200 and 40 CFR Part 33 eligibility standards are permitted to participate as DBEs; OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 39 of 118 • Help remove barriers to the Participation of DBEs in DOT, HUD, and EPA-funded contracts; • Assist the development of firms that can compete successfully in the marketplace outside the DBE Program; and • Outreach to local firms and encourage certification and participation in the DBE Program. It is the objective of the DBE Program to: • Aggressively seek out and identify firms owned and controlled by socially and economically disadvantaged individuals who are qualified to provide the City of Fresno with required goods, materials, supplies, and services needed for the City’s operations; • Develop and implement information and communication programs and procedures geared to acquaint prospective DBEs with the City’s contracting and procurement procedures and requirements; • Develop the necessary interdepartmental relationships within the City, which will promote, foster, and facilitate the implementation of this program; • Contribute to the economic stability and growth of DBEs in the Fresno metropolitan area; and • Attain the annual DBE overall goals as established with the federal agencies and to meet all federal guidelines in the administration of this program. DBE Program Procedural Framework The DBE Program, which was most recently updated in 2016, established a framework and a comprehensive set of procedures that have broad applicability across a variety of federal programs, including HUD entitlement programs. The DBE Program policy and procedures document established standards and procedures for Program administration, DBE certification standards and procedures, goal setting, good faith efforts, counting, recordkeeping, compliance, monitoring, and enforcement. The procedural framework called for each Department, in conjunction with the DBE Program Coordinator, to develop a comprehensive record keeping system which will facilitate the monitoring and progress assessment of the DBE Program. This system also provided necessary data for compliance reviews and uniform reporting requirements. More information about the City’s DBE Program can be found at www.fresno.gov/generalservices/purchasing/. DBE Program-Specific HUD CDBG and HOME Standards and Requirements The DBE Program policy and procedures also include CDBG and HOME specific requirements for recordkeeping and reporting, including a section entitled: SECTION 24 CFR 570.506(g)(6) and 24 CFR 92.508(a)(7)(ii)(B) Data indicating the racial/ethnic character of each business entity receiving a contract or subcontracts of $25,000 or more, paid or to be paid, with CDBG and/or HOME funds, data indicating which of those entities are women business enterprises as defined in Executive Order 12138, the amount of the contract or subcontract, and documentation of recipient affirmative OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 40 of 118 steps to assure that minority business and women business enterprise have an equal opportunity. Attachment 11 of the DBE Program policy and procedures incorporate additional guidance, forms and related instructions. These items include: i) HUD, Contract Provisions Required by Federal Law or Owner Contract with the U.S. Department of Housing and Urban Development, ii) HUD CPD Information Bulletin, Issue No. 2015-02, Minority Business Enterprise Contract and Subcontract Activity, Report HUD -2516 and Section 3 Reporting, November 30, 2014, iii) HUD Section 3 and MBE Pre-award Compliance Certification, iv) City of Fresno, Final Report, v) Utilization of Minority and Women Business Enterprises and First-Tier Subcontractors, vi) HUD Contract and Subcontract report, and vii) HUD, HOME Program, Annual Performance Report. CDBG Monitoring Schedule and Results The monitoring process includes desk audits of reports and supporting documentation, on-site monitoring reviews, frequent telephone contacts, written communications, and meetings. Through regular monitoring of its sub-recipients, City staff ensures they abide by all applicable Federal, State, and local standards and work with recipients to increase efficiencies and augment their performance. As part of this process, City staff watches for the potential of fraud, waste, mismanagement, and/or other opportunities for potential abuse. Contract provisions are in place that provide for the suspension of funds, termination of the contract, and disallowance of reimbursement requests at any time during the program year based on performance deficiencies. On an individual basis, staff works with sub-recipients to correct identified deficiencies through discussion and/or technical assistance, prior to imposing any sanctions. During Program Year 2022, the City conducted remote monitoring of the Habitat for Humanity and Self-Help Enterprises Home Repair programs. The City expects to provide more on-site monitoring during program year 2023-2024. HOME Monitoring Schedule and Results During the program year, a total of 29 completed apartment complexes were monitored: • Village at Kings Canyon • Brierwood Court • Arbor Court • Sierra Gateway I Senior Apartments • Tyler Duplex • Oak Park Senior Villas • Sandstone Apartments • Echo Duplex • Parc Grove Commons II Apartments • 330 Van Ness Cottages • Renaissance at Santa Clara Apartments • Bridges at Florence • Sierra Gateway II Senior Apartments • City View Apartments • Parc Grove Commons Northwest Apartments • Plaza Mendoza Apartments • Viking Village Apartments • Cedar Court Apartments OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 41 of 118 • Inyo Terrace Apartments • Fultonia West Apartments • Cedar Heights Apartments • Calaveras Court Apartments • Glen Avenue Apartments • Annadale Commons Senior Housing • San Ramon Apartments • Tanager Springs I Apartments • Tanagers Springs II Apartments • Geneva Village Apartments • Martin Luther King Square Apartments The monitoring included evaluation of the procedural, managerial, and financial wherewithal of the properties. There were no properties out of compliance and the City continues to receive residual receipt payments from those properties that have year end cash flow. HESG and HOPWA Monitoring A combination of remote and in-person monitoring was conducted throughout the program year. Remote reviews are performed on a monthly basis when an invoice was received. Staff audited each invoice and followed up with the subrecipient via email or phone call to request additional information as needed and provide the outcome. Throughout the year the City worked to stay in close contact with services providers to ensure the success and compliance of the projects. Contract meetings were also held via phone call with the funded agencies as check-ins. The City also provided technical assistance to new subrecipients to address questions regarding the eligibility of activities and cost or to address noted inconsistencies in invoices. The ESG and HOPWA activities are scheduled for on-site monitoring in PY 23. Citizen Participation Plan 91.105(d); 91.115(d) Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports. The City will publish a public notice of the review and comment period for the PY 2022 Draft CAPER in the daily publication of the Fresno Bee. Public notices will also be distributed on the City’s social media accounts, and the City Website. The City will utilize an email distribution list of over 500 interested individuals to share the Public Notice and advertise the comment and community engagement process. The email distribution list contains addresses which range from residents to community-based organizations and public/private agencies, all encouraged to share the information with their networks as well. The City will make available a Public Review Draft of this document for a thirty-day review and comment period on the City’s website at www.fresno.gov/housing. The Fresno City Council will conduct a Public Hearing to receive comments on the CAPER on September 14, 2023, at 10:00 AM or thereafter. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 42 of 118 The City’s goal is to comply with the Americans with Disabilities Act (ADA) in all respects. The City will promote the availability of additional accommodations such as interpreters, signers, assistive listening devices, or the services of a translator, and individuals will be instructed to contact the Office of the City Clerk to request accommodations 48 hours prior to the meeting at (559) 621-7650 or clerk@fresno.gov. The agenda and related staff reports will be available at www.fresno.gov/cityclerk, as well as in the Office of the City Clerk at City Hall. In addition to the in-person Public Hearing option, there will be electronic and telephone participation options. Participation instructions will be published with the agenda made available on the City Council website at https://fresno.legistar.com/Calendar.aspx. Public Comments The City accepts public comments in any form convenient to the public, including those listed below. Comments will be addressed in the final version of the PY 2022 CAPER. Submit Comments by Mail: City of Fresno Planning and Development Department Attn: Community Development Division 2600 Fresno Street Room 3065 Fresno CA 93721 Submit Comments by Email: HCDD@fresno.gov Please include “2022 CAPER” in the subject line Submit Comments by Phone: 559-621-8300 Submit Comments by TTY: 559-621-8721 Submit Comments by Fax: 559-457-1579 Submit Comments Online: https://www.surveymonkey.com/r/22-23CAPER Residents may also submit comments during a September 14, 2023, Public Hearing at approximately 10:00 A.M. or thereafter, prior to City Council consideration of the Report. For participation instructions, visit http://www.fresno.gov/calendar.aspx and select the agenda for the September 14, 2023, meeting. For additional accommodations, please contact the office of the City Clerk at (559) 621-7650 or clerk@fresno.gov at least three business days prior to the meeting. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 43 of 118 CR-45 - CDBG 91.520(c) Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences. Program Year 2022 represents the third year of the City’s 2020-2024 Consolidated Plan. The Consolidated Plan outlines the City’s strategies for program years 2020 through 2024. There have been no major changes in the City’s objectives since development of the plan. The City certifies that: • The City provided certifications of consistency in a fair and impartial manner; • The City did not hinder Consolidated Plan implementation by action or willful inaction; • Pursued all resources described in the Consolidated Plan; and • All CDBG funds used went toward meeting a national objective. The City spent 100% of its CDBG program funds (not including administrative and loan payments) on activities that met a low- and moderate-income national objective. Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants? No [BEDI grantees] Describe accomplishments and program outcomes during the last year. Not applicable OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 44 of 118 CR-50 - HOME 91.520(d) Include the results of on-site inspections of affordable rental housing assisted under the program to determine compliance with housing codes and other applicable regulations Please list those projects that should have been inspected on-site this program year based upon the schedule in §92.504(d). Indicate which of these were inspected and a summary of issues that were detected during the inspection. For those that were not inspected, please indicate the reason and how you will remedy the situation. City staff completed on-site monitoring of 10 completed HOME-funded apartment complexes to evaluate the procedural, managerial, and financial well-being of the properties. In addition, a City Housing Rehabilitation Specialist inspected the exterior of 10 apartment complex structures and grounds for health and safety conditions. There were no unresolved monitoring findings at any of the properties during the program year. The City has procedures for annual monitoring and uses a check list of items to inspect. Follow up matters are addressed with the property management company and/or the property owner. Once all concerns and/or findings are resolved, a closeout letter is sent to the owner with a copy to the property management company for their records. The apartment complexes at which inspections took place are: • Tyler Street Duplex • Echo Rehabilitation Duplex • 330 Van Ness Townhouses • Annadale Commons Senior Housing • Brand Haven Senior Housing • Chinatown Housing Project • Dakota Senior Housing • Sarah's Court Apartments • Sun Lodge Homekey Project • Avalon Commons Provide an assessment of the jurisdiction's affirmative marketing actions for HOME units. 92.351(b) Affirmative marketing consists of additional actions taken beyond typical advertising efforts that are established to attract eligible persons who may otherwise not apply. The City requires that each HOME-assisted property prepare an Affirmative Fair Housing Marketing Plan for available units in developments that have five or more HOME-assisted units. During the program year, Monarch at Chinatown was the only project that required submission of an Affirmative Fair Housing Marketing Plan to the City. All existing HOME-assisted apartment complexes have an approved Affirmative Fair Housing Marketing Plan. Although HUD no longer signs off on this Plan, the completed form is sent to the City and kept on file as part of its project closeout process. Affirmative marketing of business opportunities under the HOME Program includes, but are not limited to, hiring people and businesses for consultant services, vendors, contractors, developers, and property owners that enter into agreements funded through HOME. The City has adopted procedures to ensure the inclusion of minorities and women, to the maximum OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 45 of 118 extent possible, in all contracting opportunities made possible through HOME funding. This includes opportunities for all types of businesses, including, but not limited to, real estate firms, construction firms, appraisal firms, management firms, financial institutions, investment banking firms, underwriters, accountants, and other professional services. The City’s policies and procedures call for the following affirmative marketing actions: • Solicit qualified vendors who have received the Minority and Women Business Enterprise (MWBE) Certification from the State when they are potential sources. • Divide large contracts, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority business, and women's business enterprises. • Require all prime contractors to take the affirmative steps listed above. In addition, the City has incorporated the following into its HOME Program Agreement between the City and developers to ensure HUD’s Affirmative Fair Housing Marketing Plan requirements are met: “The developer warrants, covenants and agrees with the City that it shall comply with all affirmative marketing requirements, including without limitation, those set out at 24 C.F.R. 92.350 and 92.351, in order to provide information and otherwise attract eligible persons from all racial, ethnic and gender groups in the housing market in the rental of the Project Units. The DEVELOPER shall maintain records of actions taken to affirmatively market units constructed in the future, and to assess the results of these actions.” City staff perform annual monitoring with property managers to ensure an Affirmative Fair Housing Marketing Plan is completed and provided to staff for review at monitoring. In addition, the City notices of HOME Program funding availability specifically encourages minority- and women-owned firms to submit an application consistent with the City’s policy to ensure that minority- and women-owned firms are afforded the maximum practical opportunity to compete for and obtain public sector contracts for services. Data on the amount and use of program income for projects, including the number of projects and owner and tenant characteristics. During the program year, the City received a total of $510,528.74 in HOME Program Income (PI) of this amount $137,688.44 was disbursed to the Sun Lodge project that is currently underway. Once completed the project will house 64 low-income households. The $372,840.30 balance of the undisbursed PI was allocated to the Avalon Commons project that is also underway. Once this project is complete, it will provide housing for 60 low-income households. All PI received during a program year is used to support affordable housing development as outlined in the Annual Action Plan for the use of HOME Program funds. Also, and as required, the total amount of PI received annually is used to reduce the amount of entitlement funds drawn from the City’s Treasury account. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 46 of 118 Other actions taken to foster and maintain affordable housing. 91.220(k) (STATES ONLY: Including the coordination of LIHTC with the development of affordable housing). 91.320(j) The City is currently working on a multi-jurisdictional Housing Element that identifies the housing needs of the City and introduces programs and activities aimed at addressing those needs through 2031. Additionally, the Housing Element examines the housing needs of the City, the long-term strategies to meet those needs, and determines the priority needs for a five-year period. A summary of accomplishments is presented to the Fresno City Council annually. In general, the Housing Element, which is a required chapter of the City General Plan, includes housing data, demographics, the City’s existing housing, sites available for housing, an analysis of fair housing, housing constraints, a review of the previous Housing Element, and programs that the City can implement during the Housing element period. The City currently operates a New Development / Substantial Rehabilitation Program, which requires coordination with the State’s Low Income Housing Tax Credit (LIHTC) Program. The City is the Local Reviewing Agency for the State’s LIHTC Program, and it annually receives two- to-three new development or substantial rehabilitation LIHTC applications for evaluation and comment. In return for the City’s evaluation of the applications, the State provides the City with a nominal stipend to cover the review cost since the review is not an eligible use of entitlement funds. The City has elected to use a portion of the City’s State and Local Fiscal Recovery Funds allocation to assist low-income households by using funds to help increase the supply of affordable housing. Additionally, the City approved approximately $3.8 million in Permanent Local Housing Allocation funds to develop new multi-family and single-family housing units for low-income households. As a result of these non-federal funds, the City was able to create additional affordable housing opportunities by funding several projects that would not otherwise be eligible under the existing entitlement programs. These projects include the Central California Land Trust; City College Tiny Homes; Econo North, an adaptive reuse project converting the hotel into multi-family housing; Hotel Fresno, an adaptive reuse project converting an existing 111-year-old hotel building into affordable housing; Lowell Trust, Parkway Drive; Poverello Tiny Homes; and Step Up at 99. The City also lobbied for and received $1 million in Economic Development Initiative Community Project Funding. These grant funds will be used to develop tiny homes throughout the City of Fresno to produce a new affordable option. Also, the City periodically releases Request for Proposals and Notices of Funding Availability to solicit developers to create and preserve affordable housing. Recently, the City has been requesting approval from the State under its Surplus Land Act to have City-owned property exempted from the Act so that affordable housing can be developed on unused land in the City’s inventory. The City purchased two contiguous parcels on an approximately 6-acre site on Blackstone Avenue, a major transportation corridor, to develop affordable senior housing and a senior center. The City has selected Integrated Community Development through a Request for Qualifications process to complete the design and development. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 47 of 118 The One Fresno Housing Strategy also outlines the housing needs of the City, the resources available for housing, and the development community that the City relies on to develop affordable housing. According to the report, the goal is to build, preserve, and rehabilitate approximately 7,000 affordable homes in the next three years. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 48 of 118 CR-55 - HOPWA 91.520(e) Identify the number of individuals assisted and the types of assistance provided Table for report on the one-year goals for the number of households provided housing through the use of HOPWA activities for: short-term rent, mortgage, and utility assistance payments to prevent homelessness of the individual or family; tenant-based rental assistance; and units provided in housing facilities developed, leased, or operated with HOPWA funds. Table 16 - HOPWA Number of Households Served Number of Households Served Through: One-year Goal Actual Short-term rent, mortgage, and utility assistance payments 40 39 Tenant-based rental assistance 20 47 Units provided in transitional housing facilities developed, leased, or operated with HOPWA funds 32 9 Units provided in permanent housing facilities developed, leased, or operated with HOPWA funds 0 0 Total 1 92 95 Housing Opportunities for Persons with AIDS (HOPWA) is the only Federal program dedicated to the housing needs of people living with HIV/AIDS. The City partners with WestCare California, Inc. to administer the funding and provide services in the metropolitan area. WestCare California, Inc. operates The Living Room and provides Tenant Based Rental Assistance (TBRA) and Short-term Rental Mortgage and Utilities (STRMU). Participants in the program are referred to the Fresno Housing Authority for long-term housing. 1 Goal and actual outcomes included HOPWA-CV participants. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 49 of 118 CR-58 – Section 3 Table 17 - Total Labor Hours CDBG HOME ESG HOPWA Total Number of Activities 0 0 0 0 Total Labor Hours 0 0 0 0 Total Section 3 Worker Hours 0 0 0 0 Total Targeted Section 3 Worker Hours 0 0 0 0 OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 50 of 118 Table 18 - Qualitative Efforts - Number of Activities by Program CDBG HOME ESG HOPWA Outreach efforts to generate job applicants who are Public Housing Targeted Workers 0 0 0 0 Outreach efforts to generate job applicants who are Other Funding Targeted Workers 0 0 0 0 Direct, on-the-job training (including apprenticeships) 0 0 0 0 Indirect training such as arranging for, contracting for, or paying tuition for, off-site training 0 0 0 0 Technical assistance to help Section 3 workers compete for jobs (e.g., resumé assistance, coaching) 0 0 0 0 Outreach efforts to identify and secure bids from Section 3 business concerns 0 0 0 0 Technical assistance to help Section 3 business concerns understand and bid on contracts 0 0 0 0 Division of contracts into smaller jobs to facilitate participation by Section 3 business concerns 0 0 0 0 Provided or connected residents with assistance in seeking employment including: drafting resumes, preparing for interviews, finding job opportunities, connecting residents to job placement services 0 0 0 0 Held one or more job fairs 0 0 0 0 Provided or connected residents with supportive services that can provide direct services or referrals 0 0 0 0 Provided or connected residents with supportive services that provide one or more of the following: work readiness health screenings, interview clothing, uniforms, test fees, transportation 0 0 0 0 Assisted residents with finding child care 0 0 0 0 Assisted residents to apply for, or attend community college or a four-year educational institution 0 0 0 0 Assisted residents to apply for, or attend vocational/technical training 0 0 0 0 Assisted residents to obtain financial literacy training and/or coaching 0 0 0 0 Bonding assistance, guaranties, or other efforts to support viable bids from Section 3 business concerns 0 0 0 0 Provided or connected residents with training on computer use or online technologies 0 0 0 0 Promoting the use of a business registry designed to create opportunities for disadvantaged and small businesses 0 0 0 0 Outreach, engagement, or referrals with the state one-stop system, as designed in Section 121(e)(2) of the Workforce Innovation and Opportunity Act 0 0 0 0 Other 0 0 0 0 OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 51 of 118 CR-60 - ESG 91.520(g) (ESG Recipients only) ESG Supplement to the CAPER in e-snaps For Paperwork Reduction Act 1. Recipient Information—All Recipients Complete Basic Grant Information Recipient Name FRESNO Organizational DUNS Number 071887855 EIN/TIN Number 946000338 Identify the Field Office SAN FRANCISCO Identify CoC(s) in which the recipient or subrecipient(s) will provide ESG assistance ESG Contact Name Prefix First Name Philip Middle Name Last Name Skei Suffix Title Assistant Director ESG Contact Address Street Address 1 2600 Fresno Street Room 3065 Street Address 2 City Fresno State CA ZIP Code - Phone Number 559-621-8012 Extension Fax Number 559-457-1316 Email Address philip.skei@fresno.gov ESG Secondary Contact Prefix First Name Karen Last Name Jenks Suffix Title Housing & Neighborhood Revitalization Manager Phone Number 559-621-8001 Extension Email Address karen.jenks@fresno.gov 2. Reporting Period—All Recipients Complete Program Year Start Date 07/01/2022 Program Year End Date 06/30/2023 OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 52 of 118 3a. Subrecipient Form – Complete one form for each subrecipient Subrecipient or Contractor Name: WestCare California, Inc. City: Fresno State: CA Zip Code: 93703 DUNS Number: 054612767 Is subrecipient a victim services provider: No Subrecipient Organization Type: Other Non-Profit Organization ESG Subgrant or Contract Award Amount: $243,341.00 Subrecipient or Contractor Name: Poverello House City: Fresno State: CA Zip Code: 93706 DUNS Number: 127482537 Is subrecipient a victim services provider: No Subrecipient Organization Type: Other Non-Profit Organization ESG Subgrant or Contract Award Amount: $97,867.00 Subrecipient or Contractor Name: Poverello House City: Fresno State: CA Zip Code: 93706 DUNS Number: 12748537 Is subrecipient a victim services provider: No Subrecipient Organization Type: Other Non-Profit Organization ESG Subgrant or Contract Award Amount: $196,270.00 Subrecipient or Contractor Name: Housing Authority of the City of Fresno City: Fresno State: CA Zip Code: 93721 DUNS Number: 138255791 Is subrecipient a victim services provider: No Subrecipient Organization Type: A Public Body Corporate and Politic ESG Subgrant or Contract Award Amount: $21,137.00 OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 53 of 118 CR-65 - Persons Assisted Per HUD ESG CAPER guidelines, data is no longer reported in CR-65. Required data is provided in the attached HESG SAGE CAPER Report. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 54 of 118 CR-70 – ESG 91.520(g) - Assistance Provided and Outcomes 10. Shelter Utilization Table 19 - Shelter Utilization Statistic Number of Units Number of Beds – Rehabbed 0 Number of New Units – Conversion 0 Total Number of bed-nights available 3,814 Total Number of bed-nights provided 3,484 Capacity Utilization 91.35%91.35 11. Project Outcomes Data measured under the performance standards developed in consultation with the CoC(s) The City acts as a pass-through agency for ESG funds and is responsible for the administration and oversight of the grant. The majority of funds are awarded to local homeless services providers performing the day-to-day administration of the program. The City coordinates with the FMCoC to determine how ESG funds are allocated to each eligible use. The City also participates on the Executive Committee of the FMCoC and works alongside the FMCoC on several initiatives to prevent and end homelessness through the housing-first model. All ESG-funded beneficiaries are tracked in the Homeless Management Information System (HMIS) by ESG subrecipient. The HMIS system is a local information technology system used to collect client-level data and data on the provision of housing and services to homeless individuals and families and persons at risk of homelessness and can provide detailed reports in terms of the level of assistance received by each beneficiary. In total, 2,297 people were assisted with ESG funds during the program year. The ESG-funded project experienced longer periods of participation compared to prior years with 51% of people participating for 1-4 months. A total of 490 individuals were identified as chronically homeless. Of the 2,040 people exiting the system, 928 (45%) exited to positive housing destinations. OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 55 of 118 CR-75 – Expenditures 11. Expenditures 11a. ESG Expenditures for Homelessness Prevention Table 20 - ESG Expenditures for Homelessness Prevention Expenditure Type Dollar Amount of Expenditures in Program Year 2020 2021 2022 Expenditures for Rental Assistance $18,955.27 $9,588.71 $0 Expenditures for Housing Relocation and Stabilization Services - Financial Assistance $0 $0 $0 Expenditures for Housing Relocation & Stabilization Services - Services $0 $0 $0 Subtotal Homelessness Prevention $18,955.27$1 8,955.27 $9,588.71$9,5 88.71 $ 0.00$0.00 11b. ESG Expenditures for Rapid Re-Housing Table 21 - ESG Expenditures for Rapid Re-Housing Expenditure Type Dollar Amount of Expenditures in Program Year 2020 2021 2022 Expenditures for Rental Assistance $283,106.55 $288,379.56 $0 Expenditures for Housing Relocation and Stabilization Services - Financial Assistance $0 $0 $0 Expenditures for Housing Relocation & Stabilization Services - Services $0 $0 $0 Subtotal Rapid Re-Housing $283,106.55$ 283,106.55 $288,379.56$ 288,379.56 $ 0.00$0.00 11c. ESG Expenditures for Emergency Shelter Table 22 - ESG Expenditures for Emergency Shelter Expenditure Type Dollar Amount of Expenditures in Program Year 2020 2021 2022 Essential Services $0 $3,137.03 $0 Operations $0 $46,509.39 $54,947.61 Renovation $0 $0 $0 Major Rehab $0 $0 $0 Conversion $0 $0 $0 Subtotal $0 $49,646.42 $54,947.61 OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 56 of 118 11d. Other Grant Expenditures Table 23 - Other ESG Grant Expenditures Expenditure Type Dollar Amount of Expenditures in Program Year 2020 2021 2022 Street Outreach $0 $56,859.65 $88,930.40 HMIS $0 $0 $0 Administration $45,751.35 $35,408.89 $0 Subtotal $45,751.35 $92,268.54 $88,930.40 11e. Total ESG Grant Funds Table 24 - Total ESG Grant Funds 2020 2021 2022 Total ESG Funds Expended $347,812 $393,373.84 $88,930.40 Subtotal $347,812 $393,373.84 $88,930.40 11f. Match Source Table 25 - Other Funds Expended on Eligible ESG Activities Match Type 2020 2021 2022 Other Non-ESG HUD Funds $0 $0 $0 Other Federal Funds $0 $0 $0 State Government $237,482 $0 $0 Local Government $479,747.92 $271,404.57 $243,458.61 Private Funds $0 $201,416 $294,137 Other $0 $0 $0 Fees $0 $0 $0 Program Income $0 $0 $0 Total Match Amount $717,229.92 $472,820.57 $537,595.61 11g. Total Table 26 - Total Amount of Funds Expended on ESG Activities Expenditure Type 2020 2021 2022 Total Amount of Funds Expended on ESG Activities $1,065,041.92 $866,194.41 $629,285.40 OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 57 of 118 Appendix A: HEARTH Emergency Solutions Grant SAGE CAPER 8/4/23, 9:41 AM Sage: Reports: HUD ESG CAPER https://www.sagehmis.info/secure/reports/filterpages/galactic.aspx?reportID=118&client_ID=78790&157.4340=144009&iid=144009&autoexecute=true…1/8 Report Date Range 7/1/2022 to 6/30/2023 Contact Information First Name Middle Name Last Name Su x Title Street Address 1 Street Address 2 City State ZIP Code E-mail Address Phone Number Extension Fax Number Project types carried out during the program year Emergency Shelter Day Shelter Transitional Housing Total Emergency Shelter Component Total Street Outreach Total PH - Rapid Re-Housing Total Homelessness Prevention HUD ESG CAPER Report:CAPER Period:7/1/2022 - 6/30/2023 Your user level here:Data Entry and Account Admin Contains all user-entered forms and aggregate CAPER-CSV data. Erika Lopez 2600 Fresno St Fresno California 93721 erika.lopez@fresno.gov (559)621-8403 ()- Components Projects Total Persons Reported Total Households Reported 1 397 187 0 0 0 0 0 0 1 397 187 1 1736 1474 2 108 79 1 56 18 8/4/23, 9:41 AM Sage: Reports: HUD ESG CAPER https://www.sagehmis.info/secure/reports/filterpages/galactic.aspx?reportID=118&client_ID=78790&157.4340=144009&iid=144009&autoexecute=true…2/8 Grant Information Emergency Shelter Rehab/Conversion Did you create additional shelter beds/units through an ESG-funded rehab project Did you create additional shelter beds/units through an ESG-funded conversion project No No 8/4/23, 9:41 AM Sage: Reports: HUD ESG CAPER https://www.sagehmis.info/secure/reports/filterpages/galactic.aspx?reportID=118&client_ID=78790&157.4340=144009&iid=144009&autoexecute=true…3/8 Data Participation Information 8/4/23, 9:41 AM Sage: Reports: HUD ESG CAPER https://www.sagehmis.info/secure/reports/filterpages/galactic.aspx?reportID=118&client_ID=78790&157.4340=144009&iid=144009&autoexecute=true…4/8 Are there any funded projects, except HMIS or Admin, which are not listed on the Project, Links and Uploads form? This includes projects in the HMIS and from VSP Project Outcomes Project outcomes are required for all CAPERS where the program year start date is 1-1-2021 or later. This form replaces the narrative in CR-70 of the eCon Planning Suite. From the Action Plan that covered ESG for this reporting period copy and paste or retype the information in Question 5 on screen AP-90: “Describe performance standards for evaluating ESG.” The following performance standards are outlined in the City’s adopted written policies: 1) Decrease the number of homeless youth and households with children by 10% from the FMCoC Point in Time Count of January 2016. 2) Increase the percentage of participants in transitional housing that move into permanent housing to 80% or more. 3) Increase the percentage of participants that are employed at program exit to 25% or more. Based on the information from the Action Plan response previously provided to HUD: 1. Brie y describe how you met the performance standards identi ed in A-90 this program year. If they are not measurable as written type in N/A as the answer. 2) Increase the percentage of participants in transitional housing that move into permanent housing to 80% or more. The HMIS data reports 4 individuals reported transitional housing as their living situation when entering into one of the ESG projects. Through assistance form the ESG project which included a case manager and housing navigator these individuals were able to secure permanent housing. A total of 320 ESG assited individuals report exiting to a positive destination while 9 individuals report exiting to transitional housing. 2. Brie y describe what you did not meet and why. If they are not measurable as written type in N/A as the answer. 1) Decrease the number of homeless youth and households with children by 10% from the FMCoC Point in Time Count of January 2016. : According to the FMCoC 2023 PIT Count report, approximately 9% (398 individuals) of homeless individuals under 18. Approximately 10% (475 households) of the households served with ESG had children. These are both a decrease from PY 2022 but not a 10% decrease from the 2016 point in time count. The homeless count was far less in 2016 with a total of 1,883 homeless individuals and 10% of those individuals being families with children. In 2020 a drastic increase was seen with a reported 3,641 homeless individuals this was primarily due to the effects of COVID. Since 2020 there has been an increase of the homeless population in the region. OR 3. If your standards were not written as measurable, provide a sample of what you will change them to in the future? If they were measurable and you answered above type in N/A as the answer. 3) Increase the percentage of participants that are employed at program exit to 25% or more. The client data captured in HMIS does not track the employment status when entering and exiting the projects. In the future the City may revise the standard to measure the individual who exited with earned income or a source of income VS those who entered with no income. No 8/4/23, 9:41 AM Sage: Reports: HUD ESG CAPER https://www.sagehmis.info/secure/reports/filterpages/galactic.aspx?reportID=118&client_ID=78790&157.4340=144009&iid=144009&autoexecute=true…5/8 Financial Information 8/4/23, 9:41 AM Sage: Reports: HUD ESG CAPER https://www.sagehmis.info/secure/reports/filterpages/galactic.aspx?reportID=118&client_ID=78790&157.4340=144009&iid=144009&autoexecute=true…6/8 ESG Information from IDIS As of 7/14/2023 2022 E22MC060001 $603,908.00 $603,908.00 $88,930.40 $514,977.60 9/26/2022 9/26/2024 2021 E21MC060001 $606,586.00 $606,586.00 $534,094.27 $72,491.73 10/27/2021 10/27/2023 2020 E20MC060001 $610,018.00 $610,018.00 $610,018.00 $0 8/21/2020 8/21/2022 2019 E19MC060001 $585,863.00 $585,863.00 $585,863.00 $0 7/23/2019 7/23/2021 2018 E18MC060001 $578,163.00 $578,163.00 $578,163.00 $0 9/12/2018 9/12/2020 2017 E17MC060001 $569,903.00 $569,903.00 $569,903.00 $0 9/22/2017 9/22/2019 2016 E16MC060001 $565,293.00 $565,293.00 $565,293.00 $0 8/22/2016 8/22/2018 2015 E15MC060001 $559,850.00 $559,850.00 $559,850.00 $0 9/14/2015 9/14/2017 Total $5,615,177.00 $5,615,177.00 $5,027,707.67 $587,469.33 2022 2021 2020 2019 2018 2017 FY2022 Annual ESG Funds for FY2021 Annual ESG Funds for Non-COVID Non-COVID Non-COVID Non-COVID Non-COVID Non-COVID Non-COVID Non-COVID Expenditures Yes Yes No No No No Homelessness Prevention Rental Assistance 9,588.71 Relocation and Stabilization Services - Financial Assistance Relocation and Stabilization Services - Services Hazard Pay (unique activity) Landlord Incentives (unique activity) Volunteer Incentives (unique activity) Training (unique activity) Homeless Prevention Expenses 0.00 9,588.71 FY2022 Annual ESG Funds for FY2021 Annual ESG Funds for Rapid Re-Housing Rental Assistance 288,379.56 Relocation and Stabilization Services - Financial Assistance Relocation and Stabilization Services - Services Hazard Pay (unique activity) Landlord Incentives (unique activity) Volunteer Incentives (unique activity) Training (unique activity) RRH Expenses 0.00 288,379.56 FY2022 Annual ESG Funds for FY2021 Annual ESG Funds for Emergency Shelter Essential Services 3,137.03 Operations Renovation Major Rehab Conversion Hazard Pay (unique activity) Volunteer Incentives (unique activity) Training (unique activity) Emergency Shelter Expenses 0.00 3,137.03 FY2022 Annual ESG Funds for FY2021 Annual ESG Funds for Temporary Emergency Shelter FY Grant Number Current Authorized Amount Funds Committed By Recipient Funds Drawn Balance Remaining Obligation Date Expenditure 8/4/23, 9:41 AM Sage: Reports: HUD ESG CAPER https://www.sagehmis.info/secure/reports/filterpages/galactic.aspx?reportID=118&client_ID=78790&157.4340=144009&iid=144009&autoexecute=true…7/8 Non-COVID Non-COVID Non-COVID Non-COVID Non-COVID Non-COVID Essential Services Operations Leasing existing real property or temporary structures Acquisition Renovation Hazard Pay (unique activity) Volunteer Incentives (unique activity) Training (unique activity) Other Shelter Costs Temporary Emergency Shelter Expenses FY2022 Annual ESG Funds for FY2021 Annual ESG Funds for Street Outreach Essential Services 88,930.40 56,859.65 Hazard Pay (unique activity) Volunteer Incentives (unique activity) Training (unique activity) Handwashing Stations/Portable Bathrooms (unique activity) Street Outreach Expenses 88,930.40 56,859.65 FY2022 Annual ESG Funds for FY2021 Annual ESG Funds for Other ESG Expenditures Cell Phones - for persons in CoC/YHDP funded projects (unique activity) Coordinated Entry COVID Enhancements (unique activity) Training (unique activity) Vaccine Incentives (unique activity) HMIS Administration 35,408.89 Other Expenses 0.00 35,408.89 FY2022 Annual ESG Funds for FY2021 Annual ESG Funds for Total Expenditures 88,930.40 393,373.84 Match Total ESG expenditures plus match 88,930.40 393,373.84 Total expenditures plus match for all years 8/4/23, 9:41 AM Sage: Reports: HUD ESG CAPER https://www.sagehmis.info/secure/reports/filterpages/galactic.aspx?reportID=118&client_ID=78790&157.4340=144009&iid=144009&autoexecute=true…8/8 Total regular ESG plus COVID expenditures brought forward $88,930.40 $393,373.84 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Total ESG used for COVID brought forward $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Total ESG used for regular expenses which requires a match $88,930.40 $393,373.84 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Match numbers from nancial form $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Match Percentage 0.00%0.00%0%0%0%0%0%0% FY2022 FY2021 FY2020 FY2019 FY2018 FY2017 FY2016 FY2015Match Source Other Non-ESG HUD Funds Other Federal Funds State Government Local Government 243,458.61 271,404.57 Private Funds 294,137.00 201,416.00 Other Fees Program Income Total Cash Match 537,595.61 472,820.57 0.00 0.00 0.00 0.00 0.00 0.00 Non Cash Match Total Match 537,595.61 472,820.57 0.00 0.00 0.00 0.00 0.00 0.00 Sources of Match FY2022 FY2021 FY2020 FY2019 FY2018 FY2017 FY2016 FY2015 OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 58 of 118 Appendix B: Community Development Block Grant (CDBG) Financial Summary Report – PR 26 PR26 - CDBG Financial Summary Report U.S. Department of Housing and Urban Development Office of Community Planning and Development Integrated Disbursement and Information System DATE: TIME: PAGE:1 11:00 08-09-23 Program Year 2022 FRESNO , CA Metrics Grantee Program Year PART I: SUMMARY OF CDBG RESOURCES 01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR 02 ENTITLEMENT GRANT 03 SURPLUS URBAN RENEWAL 04 SECTION 108 GUARANTEED LOAN FUNDS 05 CURRENT YEAR PROGRAM INCOME 05a CURRENT YEAR SECTION 108 PROGRAM INCOME (FOR SI TYPE) 06 FUNDS RETURNED TO THE LINE-OF-CREDIT 06a FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT 07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE 08 TOTAL AVAILABLE (SUM, LINES 01-07) PART II: SUMMARY OF CDBG EXPENDITURES 09 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW/MOD BENEFIT 11 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 09 + LINE 10) 12 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION 13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS 14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES 15 TOTAL EXPENDITURES (SUM, LINES 11-14) 16 UNEXPENDED BALANCE (LINE 08 - LINE 15) PART III: LOWMOD BENEFIT THIS REPORTING PERIOD 17 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS 18 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING 19 DISBURSED FOR OTHER LOW/MOD ACTIVITIES 20 ADJUSTMENT TO COMPUTE TOTAL LOW/MOD CREDIT 21 TOTAL LOW/MOD CREDIT (SUM, LINES 17-20) 22 PERCENT LOW/MOD CREDIT (LINE 21/LINE 11) LOW/MOD BENEFIT FOR MULTI-YEAR CERTIFICATIONS 23 PROGRAM YEARS(PY) COVERED IN CERTIFICATION 24 CUMULATIVE NET EXPENDITURES SUBJECT TO LOW/MOD BENEFIT CALCULATION 25 CUMULATIVE EXPENDITURES BENEFITING LOW/MOD PERSONS 26 PERCENT BENEFIT TO LOW/MOD PERSONS (LINE 25/LINE 24) PART IV: PUBLIC SERVICE (PS) CAP CALCULATIONS 27 DISBURSED IN IDIS FOR PUBLIC SERVICES 28 PS UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 29 PS UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 30 ADJUSTMENT TO COMPUTE TOTAL PS OBLIGATIONS 31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE 29 + LINE 30) 32 ENTITLEMENT GRANT 33 PRIOR YEAR PROGRAM INCOME 34 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PS CAP 35 TOTAL SUBJECT TO PS CAP (SUM, LINES 32-34) 36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31/LINE 35) PART V: PLANNING AND ADMINISTRATION (PA) CAP 37 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION 38 PA UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 39 PA UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 40 ADJUSTMENT TO COMPUTE TOTAL PA OBLIGATIONS 41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE 39 +LINE 40) 42 ENTITLEMENT GRANT 43 CURRENT YEAR PROGRAM INCOME 44 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PA CAP 45 TOTAL SUBJECT TO PA CAP (SUM, LINES 42-44) 46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 41/LINE 45) FRESNO , CA 2,022.00 24,002,642.07 6,839,072.00 0.00 0.00 306,913.40 0.00 0.00 0.00 0.00 31,148,627.47 10,974,294.60 0.00 10,974,294.60 1,406,259.80 133,978.00 0.00 12,514,532.40 18,634,095.07 0.00 2,402,246.72 8,572,047.88 0.00 10,974,294.60 100.00% PY: PY: PY: 0.00 0.00 0.00% 664,654.01 84,286.76 905,215.88 0.00 (156,275.11) 6,839,072.00 75,559.48 0.00 6,914,631.48 (2.26%) 1,406,259.80 871,514.29 936,622.64 0.00 1,341,151.45 6,839,072.00 306,913.40 0.00 7,145,985.40 18.77% PR26 - CDBG Financial Summary Report U.S. Department of Housing and Urban Development Office of Community Planning and Development Integrated Disbursement and Information System DATE: TIME: PAGE:2 11:00 08-09-23 Program Year 2022 FRESNO , CA LINE 17 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 17 No data returned for this view. This might be because the applied filter excludes all data. LINE 18 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 18 Plan Year IDIS Project IDIS Activity Activity Name Matrix Code National Objective Drawn Amount 2022 Total 17 6469 Sarah's Court - Land Acquisition 01 01 LMH Matrix Code 01 $2,402,246.72 $2,402,246.72 $2,402,246.72 LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19 Plan Year IDIS Project IDIS Activity Voucher Number Activity Name Matrix Code National Objective Drawn Amount 2020 2020 2015 2015 2018 2018 2018 2019 2019 2020 2020 2020 2020 2020 2020 2020 2020 2020 2020 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2022 2022 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 5 26 40 40 8 8 8 7 6 12 12 12 12 12 29 29 29 29 29 11 11 11 6 8 8 8 8 8 8 8 5 5 6 6 6 6 7 7 7 7 7 7 7 7 7 6482 6457 6072 6072 6235 6282 6282 6421 6279 6336 6336 6337 6340 6340 6444 6444 6445 6445 6446 6406 6406 6425 6409 6436 6437 6438 6439 6440 6441 6442 6486 6486 6407 6407 6410 6410 6426 6426 6426 6427 6427 6427 6428 6428 6428 6730919 6667898 6659841 6672722 6673020 6667490 6743773 6761847 6749846 6670609 6750818 6749843 6659655 6765399 6695730 6765317 6695213 6765352 6695151 6762066 6764572 6737541 6687893 6668435 6668435 6668435 6668435 6668435 6668435 6668435 6744180 6761496 6671312 6687571 6671328 6687862 6694118 6699988 6702885 6694118 6699988 6702885 6694118 6699988 6702885 Habitat Central Lots II - Barcus/Rialto CDBG Senior Center Park Improvements - Fink White Learner Pool Park Improvements - Fink White Learner Pool Fink White Splash Park Dickey Playground Tot Lot Replacement Dickey Playground Tot Lot Replacement Maxie Parks HVAC Webster Neighborhood Canal Barricade Yosemite Middle School - Street Improvements Yosemite Middle School - Street Improvements Highway City - Street Improvements Ericson Elementary Neighborhood Reconstruction - Street Improvements Ericson Elementary Neighborhood Reconstruction - Street Improvements Maple Ave - Gettysburg to Holland Street Reconstruction Maple Ave - Gettysburg to Holland Street Reconstruction Olive-Maple-Whitney-Chestnut Street Reconstruction Olive-Maple-Whitney-Chestnut Street Reconstruction Shields-Cedar-Dakota-Millbrook Street Reconstruction Ivy-Annadale to Chester Neighborhood Street Improvements Ivy-Annadale to Chester Neighborhood Street Improvements Burroughs Elementary Neighborhood Reconstruction - Additional Streets FIRM - Garden Senior Services PARCS Senior Program - Inspiration PARCS Senior Program - Lafayette PARCS Senior Program - Mary Ella Brown PARCS Senior Program - Mosqueda PARCS Senior Program - Pinedale PARCS Senior Program - Senior Citizens Village PARCS Senior Program - Ted C Wills Valley Caregiver Resource Center - Oasis Adult Daycare Valley Caregiver Resource Center - Oasis Adult Daycare Boys & Girls Club Afterschool Program Boys & Girls Club Afterschool Program FEOC Street Saints FEOC Street Saints PARCS After School Program - Dickey PARCS After School Program - Dickey PARCS After School Program - Dickey PARCS After School Program - Einstein PARCS After School Program - Einstein PARCS After School Program - Einstein PARCS After School Program - Fink White PARCS After School Program - Fink White PARCS After School Program - Fink White 01 01 01 03F 03F 03F 03F 03F 03F 03F 03K 03K 03K 03K 03K 03K 03K 03K 03K 03K 03K 03K 03K 03K 03K 05A 05A 05A 05A 05A 05A 05A 05A 05A 05B 05B 05B 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D LMH LMC Matrix Code 01 LMA LMA LMA LMA LMA LMA Matrix Code 03F LMA LMA LMA LMA LMA LMA LMA LMA LMA LMA LMA LMA LMA LMA Matrix Code 03K LMC LMC LMC LMC LMC LMC LMC LMC Matrix Code 05A LMC LMC Matrix Code 05B LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC $110,000.00 $4,993,211.79 $5,103,211.79 $41,738.69 $24,612.56 $19,843.82 $64,106.65 $129,181.50 $50,000.00 $329,483.22 $4,404.21 $24,282.62 $8,140.65 $5,699.84 $57,202.11 $29,260.24 $75,635.42 $478.75 $85,359.09 $54,026.62 $104,227.11 $189,752.27 $100,781.02 $555,605.88 $1,294,855.83 $26,027.45 $9,071.17 $8,709.61 $8,427.45 $10,495.91 $9,603.17 $12,937.08 $15,389.07 $100,660.91 $34,125.99 $5,840.00 $39,965.99 $12,441.67 $41,957.25 $3,347.47 $27,852.94 $7,944.04 $6,772.45 $10,351.90 $14,922.18 $11,959.12 $16,262.73 $11,966.39 $8,759.10 $11,426.90 PR26 - CDBG Financial Summary Report U.S. Department of Housing and Urban Development Office of Community Planning and Development Integrated Disbursement and Information System DATE: TIME: PAGE:3 11:00 08-09-23 Program Year 2022 FRESNO , CA Plan Year IDIS Project IDIS Activity Voucher Number Activity Name Matrix Code National Objective Drawn Amount 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2022 2022 2021 2021 2021 2021 2021 2021 2021 2021 2021 2018 2018 2019 2020 2020 2020 2020 2020 2020 2021 2021 2021 2021 2019 2019 2021 2017 2021 2021 2022 2022 Total 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 5 5 6 6 6 6 6 6 6 16 16 5 5 4 1 1 1 1 1 3 1 1 3 3 5 5 2 4 18 18 5 5 6429 6429 6429 6430 6430 6430 6431 6431 6431 6432 6433 6433 6433 6434 6434 6434 6435 6435 6435 6484 6484 6408 6408 6408 6408 6408 6408 6408 6411 6411 6405 6405 6320 6404 6404 6404 6466 6466 6501 6455 6467 6418 6418 6417 6417 6423 6476 6413 6414 6487 6487 6694118 6699988 6702885 6694118 6699988 6702912 6694118 6699988 6702912 6711155 6694118 6699988 6702912 6694118 6699988 6702912 6694118 6699988 6702912 6744178 6759600 6663690 6663691 6695019 6695020 6712123 6712126 6712127 6671333 6687877 6732613 6761550 6718373 6718836 6720557 6754939 6718847 6756650 6758859 6760017 6756543 6732625 6759745 6727167 6761111 6761154 6757159 6687841 6687587 6744179 6759605 PARCS After School Program - Frank H Ball PARCS After School Program - Frank H Ball PARCS After School Program - Frank H Ball PARCS After School Program - Holmes PARCS After School Program - Holmes PARCS After School Program - Holmes PARCS After School Program - Lafayette PARCS After School Program - Lafayette PARCS After School Program - Lafayette PARCS After School Program - Maxie L Parks PARCS After School Program - Quigley PARCS After School Program - Quigley PARCS After School Program - Quigley PARCS After School Program - Romain PARCS After School Program - Romain PARCS After School Program - Romain PARCS After School Program - Ted C Wills PARCS After School Program - Ted C Wills PARCS After School Program - Ted C Wills Boys & Girls Club - Afterschool Program Boys & Girls Club - Afterschool Program Marjaree Mason Center Homeless Services Marjaree Mason Center Homeless Services Marjaree Mason Center Homeless Services Marjaree Mason Center Homeless Services Marjaree Mason Center Homeless Services Marjaree Mason Center Homeless Services Marjaree Mason Center Homeless Services Resources for Independence Central Valley (RICV) - Fair Housing Public Service Resources for Independence Central Valley (RICV) - Fair Housing Public Service CDBG Exterior Home Repair Program (PY2018 SF Rehab Program) CDBG Exterior Home Repair Program (PY2018 SF Rehab Program) PY19 Self-Help Home Repair Program PY20 Self-Help Home Repair Program PY20 Self-Help Home Repair Program PY20 Self-Help Home Repair Program PY20 Habitat Home Repair Program PY20 Habitat Home Repair Program SP-2609 N. West PY21 Fresno EOC Roof Program PY21 Self-Help Home Repair Program Senior Paint Program Senior Paint Program Housing Rehabilitation Program Delivery Housing Rehabilitation Program Delivery Housing Rehabilitation Program Delivery Lead-Based Paint Hazard Program Fresno Area Hispanic Foundation - Entrepreneur Program Chinatown Fresno Foundation - Make Time Business School Chinatown Fresno Foundation - Make Time Business School Chinatown Fresno Foundation - Make Time Business School 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05G 05G 05G 05G 05G 05G 05G 05G 05J 05J 05J 14A 14A 14A 14A 14A 14A 14A 14A 14A 14A 14A 14A 14A 14A 14H 14H 14H 14H 14I 14I 18C 18C 18C 18C 18C LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC Matrix Code 05D LMC LMC LMC LMC LMC LMC LMC Matrix Code 05G LMC LMC Matrix Code 05J LMH LMH LMH LMH LMH LMH LMH LMH LMH LMH LMH LMH LMH Matrix Code 14A LMH LMH LMH Matrix Code 14H LMH Matrix Code 14I LMC LMC LMC LMC Matrix Code 18C $13,450.51 $10,132.18 $13,644.10 $10,918.73 $10,164.30 $13,562.11 $12,307.19 $9,072.64 $10,387.40 $18,448.05 $13,703.23 $10,048.89 $12,528.48 $11,694.97 $10,583.47 $10,378.20 $10,805.91 $8,950.91 $12,668.90 $47,945.22 $20,010.02 $477,369.55 $4,591.10 $4,599.49 $4,713.48 $4,350.47 $4,183.77 $4,628.20 $1,513.45 $28,579.96 $2,607.72 $15,469.88 $18,077.60 $128,352.00 $23,682.00 $14,701.33 $19,642.06 $276,927.63 $110,026.17 $26,578.52 $93,824.71 $15,521.16 $48,216.15 $80,728.36 $89,758.00 $35,026.84 $962,984.93 $30,046.33 $53,403.25 $53,923.45 $137,373.03 $27,665.00 $27,665.00 $17,828.00 $17,241.16 $10,909.46 $5,841.45 $51,820.07 $8,572,047.88 LINE 27 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 27 Plan Year IDIS Project IDIS Activity Voucher Number Activity to prevent, prepare for,and respond toCoronavirus Activity Name Grant Number FundType Matrix Code National Objective Drawn Amount 2021 2021 2021 6 8 8 6409 6436 6437 6687893 6668435 6668435 No No No FIRM - Garden Senior Services PARCS Senior Program - Inspiration PARCS Senior Program - Lafayette B21MC060001 B21MC060001 B21MC060001 EN EN EN 05A 05A 05A LMC LMC LMC $26,027.45 $9,071.17 $8,709.61 PR26 - CDBG Financial Summary Report U.S. Department of Housing and Urban Development Office of Community Planning and Development Integrated Disbursement and Information System DATE: TIME: PAGE:4 11:00 08-09-23 Program Year 2022 FRESNO , CA Plan Year IDIS Project IDIS Activity Voucher Number Activity toprevent, prepare for, and respondto Coronavirus Activity Name Grant Number Fund Type Matrix Code National Objective Drawn Amount 2021 2021 2021 2021 2021 2022 2022 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2021 2022 2022 2021 2021 2021 2021 2021 2021 2021 2021 2021 Total 8 8 8 8 8 5 5 6 6 6 6 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 5 5 6 6 6 6 6 6 6 16 16 6438 6439 6440 6441 6442 6486 6486 6407 6407 6410 6410 6426 6426 6426 6427 6427 6427 6428 6428 6428 6428 6429 6429 6429 6430 6430 6430 6430 6431 6431 6431 6432 6433 6433 6433 6434 6434 6434 6435 6435 6435 6484 6484 6408 6408 6408 6408 6408 6408 6408 6411 6411 6668435 6668435 6668435 6668435 6668435 6744180 6761496 6671312 6687571 6671328 6687862 6694118 6699988 6702885 6694118 6699988 6702885 6694118 6699988 6702885 6702885 6694118 6699988 6702885 6694118 6699988 6702912 6702912 6694118 6699988 6702912 6711155 6694118 6699988 6702912 6694118 6699988 6702912 6694118 6699988 6702912 6744178 6759600 6663690 6663691 6695019 6695020 6712123 6712126 6712127 6671333 6687877 No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No PARCS Senior Program - Mary Ella Brown PARCS Senior Program - Mosqueda PARCS Senior Program - Pinedale PARCS Senior Program - Senior Citizens Village PARCS Senior Program - Ted C Wills Valley Caregiver Resource Center - Oasis Adult Daycare Valley Caregiver Resource Center - Oasis Adult Daycare Boys & Girls Club Afterschool Program Boys & Girls Club Afterschool Program FEOC Street Saints FEOC Street Saints PARCS After School Program - Dickey PARCS After School Program - Dickey PARCS After School Program - Dickey PARCS After School Program - Einstein PARCS After School Program - Einstein PARCS After School Program - Einstein PARCS After School Program - Fink White PARCS After School Program - Fink White PARCS After School Program - Fink White PARCS After School Program - Fink White PARCS After School Program - Frank H Ball PARCS After School Program - Frank H Ball PARCS After School Program - Frank H Ball PARCS After School Program - Holmes PARCS After School Program - Holmes PARCS After School Program - Holmes PARCS After School Program - Holmes PARCS After School Program - Lafayette PARCS After School Program - Lafayette PARCS After School Program - Lafayette PARCS After School Program - Maxie L Parks PARCS After School Program - Quigley PARCS After School Program - Quigley PARCS After School Program - Quigley PARCS After School Program - Romain PARCS After School Program - Romain PARCS After School Program - Romain PARCS After School Program - Ted C Wills PARCS After School Program - Ted C Wills PARCS After School Program - Ted C Wills Boys & Girls Club - Afterschool Program Boys & Girls Club - Afterschool Program Marjaree Mason Center Homeless Services Marjaree Mason Center Homeless Services Marjaree Mason Center Homeless Services Marjaree Mason Center Homeless Services Marjaree Mason Center Homeless Services Marjaree Mason Center Homeless Services Marjaree Mason Center Homeless Services Resources for Independence Central Valley (RICV) - Fair Housing Public Service Resources for Independence Central Valley (RICV) - Fair Housing Public Service Activity to prevent, prepare for, and respond to Coronavirus B21MC060001 B21MC060001 B21MC060001 B21MC060001 B21MC060001 B22MC060001 B22MC060001 B21MC060001 B21MC060001 B21MC060001 B21MC060001 B21MC060001 B21MC060001 B12MC060001 B21MC060001 B21MC060001 B12MC060001 B21MC060001 B21MC060001 B12MC060001 B21MC060001 B21MC060001 B21MC060001 B21MC060001 B21MC060001 B21MC060001 B21MC060001 B22MC060001 B21MC060001 B21MC060001 B22MC060001 B21MC060001 B21MC060001 B21MC060001 B22MC060001 B21MC060001 B21MC060001 B22MC060001 B21MC060001 B21MC060001 B22MC060001 B22MC060001 B22MC060001 B21MC060001 B21MC060001 B21MC060001 B21MC060001 B21MC060001 B21MC060001 B21MC060001 B21MC060001 B21MC060001 EN EN EN EN EN EN EN EN EN EN EN EN EN LA EN EN LA EN EN LA EN EN EN PI EN EN PI PI EN EN PI EN EN EN PI EN EN PI EN EN PI EN EN EN EN EN EN EN EN EN EN EN 05A 05A 05A 05A 05A 05A 05B 05B 05B 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05D 05G 05G 05G 05G 05G 05G 05G 05G 05J 05J 05J LMC LMC LMC LMC LMC Matrix Code 05A LMC LMC Matrix Code 05B LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC Matrix Code 05D LMC LMC LMC LMC LMC LMC LMC Matrix Code 05G LMC LMC Matrix Code 05J $8,427.45 $10,495.91 $9,603.17 $12,937.08 $15,389.07 $100,660.91 $34,125.99 $5,840.00 $39,965.99 $12,441.67 $41,957.25 $3,347.47 $27,852.94 $7,944.04 $6,772.45 $10,351.90 $14,922.18 $11,959.12 $16,262.73 $11,966.39 $8,759.10 $3,054.05 $8,372.85 $13,450.51 $10,132.18 $13,644.10 $10,918.73 $10,164.30 $5,984.98 $7,577.13 $12,307.19 $9,072.64 $10,387.40 $18,448.05 $13,703.23 $10,048.89 $12,528.48 $11,694.97 $10,583.47 $10,378.20 $10,805.91 $8,950.91 $12,668.90 $47,945.22 $20,010.02 $477,369.55 $4,591.10 $4,599.49 $4,713.48 $4,350.47 $4,183.77 $4,628.20 $1,513.45 $28,579.96 $2,607.72 $15,469.88 $18,077.60 $664,654.01 $664,654.01 LINE 37 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 37 Plan Year IDIS Project IDIS Activity Voucher Number Activity Name Matrix Code National Objective Drawn Amount 2015 27 5923 6741403 Southeast Specific Plan 20 $40,583.26 PR26 - CDBG Financial Summary Report U.S. Department of Housing and Urban Development Office of Community Planning and Development Integrated Disbursement and Information System DATE: TIME: PAGE:5 11:00 08-09-23 Program Year 2022 FRESNO , CA Plan Year IDIS Project IDIS Activity Voucher Number Activity Name Matrix Code National Objective Drawn Amount 2021 2021 2021 2022 2022 2021 Total 12 12 12 11 11 15 6402 6402 6402 6458 6458 6412 6652474 6673117 6762479 6762512 6763673 6687912 CDBG Program Administration CDBG Program Administration CDBG Program Administration CDBG Program Administration CDBG Program Administration FIRM - Fair Housing Program 20 21A 21A 21A 21A 21A 21A 21D 21D Matrix Code 20 Matrix Code 21A Matrix Code 21D $40,583.26 $155,815.82 $90,026.36 $498,957.72 $333,045.07 $246,157.13 $1,324,002.10 $41,674.44 $41,674.44 $1,406,259.80 OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 59 of 118 Appendix C: Community Development Block Grant – Coronavirus (CDBG-CV) Financial Summary Report – PR 26 PR26 - CDBG-CV Financial Summary Report U.S. Department of Housing and Urban Development Office of Community Planning and Development Integrated Disbursement and Information System DATE: TIME: PAGE:1 13:22 07-31-23 FRESNO , CA Metrics New Grantee (CV) PART I: SUMMARY OF CDBG-CV RESOURCES 01 CDBG-CV GRANT 02 FUNDS RETURNED TO THE LINE-OF-CREDIT 03 FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT 04 TOTAL CDBG-CV FUNDS AWARDED PART II: SUMMARY OF CDBG-CV EXPENDITURES 05 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 06 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION 07 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS 08 TOTAL EXPENDITURES (SUM, LINES 05 - 07) 09 UNEXPENDED BALANCE (LINE 04 - LINE8 ) PART III: LOWMOD BENEFIT FOR THE CDBG-CV GRANT 10 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS 11 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING 12 DISBURSED FOR OTHER LOW/MOD ACTIVITIES 13 TOTAL LOW/MOD CREDIT (SUM, LINES 10 - 12) 14 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 05) 15 PERCENT LOW/MOD CREDIT (LINE 13/LINE 14) PART IV: PUBLIC SERVICE (PS) CALCULATIONS 16 DISBURSED IN IDIS FOR PUBLIC SERVICES 17 CDBG-CV GRANT 18 PERCENT OF FUNDS DISBURSED FOR PS ACTIVITIES (LINE 16/LINE 17) PART V: PLANNING AND ADMINISTRATION (PA) CAP 19 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION 20 CDBG-CV GRANT 21 PERCENT OF FUNDS DISBURSED FOR PA ACTIVITIES (LINE 19/LINE 20) FRESNO , CA 7,980,086.00 0.00 0.00 7,980,086.00 2,568,548.32 79,060.18 0.00 2,647,608.50 5,332,477.50 0.00 0.00 2,547,815.11 2,547,815.11 2,568,548.32 99.19% 2,568,548.32 7,980,086.00 32.19% 79,060.18 7,980,086.00 0.99% PR26 - CDBG-CV Financial Summary Report U.S. Department of Housing and Urban Development Office of Community Planning and Development Integrated Disbursement and Information System DATE: TIME: PAGE:2 13:22 07-31-23 FRESNO , CA LINE 10 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 10 No data returned for this view. This might be because the applied filter excludes all data. LINE 11 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 11 No data returned for this view. This might be because the applied filter excludes all data. LINE 12 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 12 Plan Year IDIS Project IDIS Activity Voucher Number Activity Name Matrix Code National Objective Drawn Amount 2020 Total 20 6478 6479 6480 6701304 6703117 6749162 6749173 6749444 6749585 6756527 6771140 6749818 6756145 6749770 6784661 Elevate Travel Inn Emergency Shelter Operations Elevate Travel Inn Emergency Shelter Operations Elevate Travel Inn Emergency Shelter Operations Elevate Travel Inn Emergency Shelter Operations Elevate Travel Inn Emergency Shelter Operations Elevate Travel Inn Emergency Shelter Operations Elevate Travel Inn Emergency Shelter Operations Elevate Travel Inn Emergency Shelter Operations FHA Journey Home Emergency Shelter Operations FHA Journey Home Emergency Shelter Operations FHA Step Up Emergency Shelter Operations FHA Step Up Emergency Shelter Operations 03T 03T 03T 03T 03T 03T 03T 03T 03T 03T 03T 03T LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC $157,781.38 $153,990.61 $146,209.14 $130,029.11 $228,093.70 $161,660.93 $155,019.21 $172,800.68 $231,932.10 $323,042.23 $284,170.65 $403,085.37 $2,547,815.11 LINE 16 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 16 Plan Year IDIS Project IDIS Activity Voucher Number Activity Name Matrix Code National Objective Drawn Amount 2020 Total 20 23 6478 6479 6480 6456 6701304 6703117 6749162 6749173 6749444 6749585 6756527 6771140 6749818 6756145 6749770 6784661 6641664 6710634 Elevate Travel Inn Emergency Shelter Operations Elevate Travel Inn Emergency Shelter Operations Elevate Travel Inn Emergency Shelter Operations Elevate Travel Inn Emergency Shelter Operations Elevate Travel Inn Emergency Shelter Operations Elevate Travel Inn Emergency Shelter Operations Elevate Travel Inn Emergency Shelter Operations Elevate Travel Inn Emergency Shelter Operations FHA Journey Home Emergency Shelter Operations FHA Journey Home Emergency Shelter Operations FHA Step Up Emergency Shelter Operations FHA Step Up Emergency Shelter Operations Community Housing Council Tenant and Landlord Counseling Program Community Housing Council Tenant and Landlord Counseling Program 03T 03T 03T 03T 03T 03T 03T 03T 03T 03T 03T 03T 05K 05K LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC LMC URG URG $157,781.38 $153,990.61 $146,209.14 $130,029.11 $228,093.70 $161,660.93 $155,019.21 $172,800.68 $231,932.10 $323,042.23 $284,170.65 $403,085.37 $1,494.64 $19,238.57 $2,568,548.32 LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19 PR26 - CDBG-CV Financial Summary Report U.S. Department of Housing and Urban Development Office of Community Planning and Development Integrated Disbursement and Information System DATE: TIME: PAGE:3 13:22 07-31-23 FRESNO , CA Plan Year IDIS Project IDIS Activity Voucher Number Activity Name Matrix Code National Objective Drawn Amount 2020 Total 24 6373 6507776 6537915 6537957 6544862 6559336 6576044 6595653 6627000 6652377 6751231 CDBG COVID 19 Program Administration CDBG COVID 19 Program Administration CDBG COVID 19 Program Administration CDBG COVID 19 Program Administration CDBG COVID 19 Program Administration CDBG COVID 19 Program Administration CDBG COVID 19 Program Administration CDBG COVID 19 Program Administration CDBG COVID 19 Program Administration CDBG COVID 19 Program Administration 21A 21A 21A 21A 21A 21A 21A 21A 21A 21A $19,045.31 $5,052.06 $12,487.76 $5,184.62 $3,352.16 $7,473.19 $7,946.92 $716.58 $2,786.26 $15,015.32 $79,060.18 OMB Control No: 2506-0117 City of Fresno PY 2022 CAPER Page 60 of 118 Appendix D: Housing Opportunities for Persons with AIDS (HOPWA) Consolidated Annual Performance Evaluation Report Project Sponsor Questions Responses What is the organization's name?The Living Room /WestCare Ca., Inc. What is the organization's Unique Entity Identifier (UEI)? CBQUXGEXW5Y7 What is the organization's Employer ID Number (EIN) or Tax ID Number (TIN)? 23-7368450 What is the HOPWA contract amount for this organization? $849,665.00 What is the organization's business street address? 1330 e Olive Ave. In what city is the organization's business address? Fresno In what county is the organization's business address? Fresno In what state is the organization's business address? California What is the organization's business address zip code? 93728 What is the organization's parent company, if applicable? N/A What department administers the organization's grant? What is the organization's phone number (including extension)? 559-251-4800 What is the organization's fax number?5594861910 What is the organization's website?https://www.westcare.com/ What is the organization's Facebook page?WestCare California What is the organization's Twitter handle?N/A Is this a faith-based organization? Yes or No.No Is this a nonprofit organization? Yes or No.Yes Is this a grassroots organization? Yes or No.No What are the cities of the organization's primary service area? Fresno What are the counties of the organization's primary service area? Fresno In what congressional district is the organization located? 21 In what congressional district is the primary service area? 21 Is there a waiting list for HOPWA housing subsidy assistance services in the organization's service area? Yes or No. No Please complete for organizations designated to serve as project sponsor, i.e., organizations involved in the direct delivery of services for client households, as defined by 24 CFR 574.3. Project Sponsor Non-Direct Service Expenditures What were the total HOPWA funds expended for Administration costs? How much was expended on Technical Assistance? 0 How much was expended on Resource Identification? 0 849665 Housing Opportunities for Persons With AIDS (HOPWA) Program Revised: 11/14/2022 Consolidated APR/CAPER ̶ HOPWA Provider OMB Number 2506-0133 (Expiration Date: 12/31/2024) Overview The public reporting burden for this collection of information is estimated to average 40.0 hours, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Performance Reports for HOPWA formula grantees and competitive grantees provide HUD with annual information to support program evaluation and measure program beneficiary outcomes related to maintaining housing stability; preventing homelessness; and improving access to care and support. This collection of information consolidates the information in the APR and CAPER reports and clarifies reporting requirements, which will allow HUD’s Office of HIV/AIDS Housing to better respond to data calls from Congress and make better program decisions based on more relevant grantee annual data. Reporting is required for all HOPWA grantees pursuant to 42 U.S.C. § 12911; 24 CFR §§ 574.520(a) and (b); 24 CFR § 91.520(f). The information collected regarding grantees, their respective project sponsors, and the identities of HOPWA program participants will remain confidential pursuant to 42 U.S.C. § 12905(e) and 24 § CFR 574.440. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions to reduce this burden, to Colette Pollard, Reports Management Officer, Department of Housing and Urban Development, 451 7th Street SW, Room 4176, Washington, DC 20410-5000. When providing comments, please refer to OMB Control No. 2506-0133. HUD may not conduct and sponsor, and a person is not required to respond to, a collection of information unless the collection displays a valid OMB Control Number. HOPWA formula grantees are required to submit a Performance Report demonstrating coordination with other Consolidated Plan resources. HUD uses the Performance Report data to obtain essential information on grant activities, project sponsors, housing sites, units and households, and beneficiaries (which includes racial and ethnic data on program participants). The Consolidated Plan Management Process tool (CPMP) provides an optional tool to integrate the reporting of HOPWA specific activities with other planning and reporting on Consolidated Plan activities. In addition, grantees must comply with the Federal Funding Accountability and Transparency Act 2006 (Public Law 109-282), which requires grant recipients to provide general information for all entities (including contractors and sub-contractors) receiving $25,000+ in federal funding. HOPWA competitive grantees are required to submit a Performance Report for each operating year in which HOPWA grant funds were expended. Information on each competitive grant is to be reported in a separate Performance Report. Grantees approved for “Other Activities,” as detailed in their grant agreement, are requested to report on their unique program accomplishments. In addition, grantees must comply with the Federal Funding Accountability and Transparency Act 2006 (Public Law 109-282), which requires grant recipients to provide general information for all entities (including contractors and sub-contractors) receiving $25,000+ in federal funding. Continued-use Periods. Grantees that used HOPWA funding for new construction, acquisition, or substantial rehabilitation of a building or structure are required to operate the building or structure for HOPWA-eligible beneficiaries for a ten (10) years period. If no further HOPWA funds are used to support the facility, in place of completing the "CAP DEV" tab in the Performance Report Worksheet, the grantee must complete an Annual Report of Continued Project Operation throughout the required use periods. This report is found on the "STEWARD" tab of this workbook. The required use period is three (3) years if the rehabilitation is non-substantial. Record Keeping. Names and other individual information must be kept confidential, as required by 24 CFR 574.440. However, HUD reserves the right to review the information used to complete this report for grants management oversight purposes, except for recording any names and other identifying information. In the case that HUD must review client-level data, no client names or identifying information will be retained or recorded. Information is reported in aggregate to HUD without personal identification. Do not submit client or personal information in data systems to HUD. HMIS. In connection with the development of the Department’s standards for Homeless Management Information Systems (HMIS), universal data elements are being collected for clients of HOPWA-funded homeless assistance projects. These project sponsor records would include: Name, Social Security Number, Date of Birth, Ethnicity and Race, Gender, Veteran Status, Disabling Conditions, Residence Prior to Program Entry, Zip Code of Last Permanent Address, Housing Status, Program Entry Date, Program Exit Date, Personal Identification Number, and Household Identification Number. These are intended to match the elements under HMIS. The HOPWA program-level data elements include: Income and Sources, Non-Cash Benefits, HIV/AIDS Status, Services Provided, Housing Status or Destination at the end of the operating year, Physical Disability, Developmental Disability, Chronic Health Condition, Mental Health, Substance Abuse, Domestic Violence, Medical Assistance, and T-cell Count. Other HOPWA projects sponsors may also benefit from collecting these data elements. HMIS local data systems must maintain client confidentiality by using a closed system in which medical information and HIV status are only shared with providers that have a direct involvement in the client’s case management, treatment and care, in line with the signed release of information from the client. Formula Operating Year. HOPWA formula grants are annually awarded for a three-year period of performance with three operating years. The information contained in this Performance Report must represent a one-year period of HOPWA program operation that coincides with the grantee’s program year; this is the operating year. More than one HOPWA formula grant awarded to the same grantee may be used during an operating year and the Performance Report must capture all formula grant funding used during the operating year. Project sponsor accomplishment information must also coincide with the operating year this Performance Report covers. Any change to the period of performance requires the approval of HUD by amendment, such as an extension for an additional operating year. Competitive Operating Year. HOPWA competitive grants are awarded for a three-year period of performance with Performance Reports submitted for each of the three operating years. The information contained in this Performance Report should reflect the grantee’s operating year with the beginning date determined at the time the grant agreement is signed. Project sponsor accomplishment information must coincide with the operating year this Performance Report covers. Any change to the period of performance requires the approval of HUD by amendment, such as an extension for one additional operating year. A PSH renewal/replacement grant start date would be coordinated with the close out of the existing grant. Grantees with an approved extension period of less than 6-months must submit the Performance Report for the third year of the grant term at the end of the approved extension period and incorporate data from the additional months. Grantees with an approved extension period of 6-months or more must turn in a Performance Report at the end of the operating year and submit a separate extension Performance Report at the end of the extension period. Filing Requirements. Within 90 days of the completion of each operating year, grantees must submit their completed Performance Report to the CPD Director in the grantee’s State or Local HUD Field Office, and to the HOPWA Program Office: at HOPWAReports@hud.gov. Electronic submission to HOPWA Program office is preferred. If electronic submission is not possible, please send an email to the HOPWA@hud.gov email inbox. Definitions Achieved Viral Suppression: When the load or volume of HIV virus present in a person's blood is measured at less than 200 copies per milliliter of blood. Adjustment for Duplication: Enables the calculation of unduplicated output totals by accounting for the total number of households or units that received more than one type of HOPWA assistance in a given service category such as HOPWA Subsidy Assistance or Supportive Services. Administrative Costs: Costs for general management, oversight, coordination, evaluation, and reporting. By statute, grantee administrative costs are limited to 3% of the total grant award, to be expended over the life of the grant. Project sponsor administrative costs are limited to 7% of the portion of the grant amount they receive. Anti-Retroviral Therapy: The combination of drugs used to treat HIV. Area Median Income: The Department of Housing and Urban Development (HUD) sets income limits that determine eligibility for assisted housing programs including the HOPWA program. HUD develops income limits based on Median Family Income estimates and Fair Market Rent area definitions for each metropolitan area, parts of some metropolitan areas, and each non-metropolitan county. AMI values vary by location and are published at: https://www.huduser.gov/portal/datasets/il.html Beneficiary(ies): All members of a household (with or without HIV) who benefitted from HOPWA assistance during the operating year, NOT including the HOPWA eligible individual (see definition). Chronically Homeless Person: An individual or family who is homeless and lives or resides as an individual or family who a) lives or resides in a place not meant for human habitation, a safe haven, or in an emergency shelter; b) has been homeless and living or residing in a place not meant for human habitation, a safe haven, or in an emergency shelter continuously for at least one year or on at least four separate occasions in the last three years; and c) has an adult head of household (or a minor head of household if no adult is present in the household) with a diagnosable substance use disorder, serious mental illness, developmental disability (as defined in section 102 of the Developmental Disabilities Assistance and Bill of Rights Act of 2000 (42 U.S.C. 15002), post-traumatic stress disorder, cognitive impairments resulting from a brain injury, or chronic physical illness or disability, including the co-occurrence of two or more of those conditions. Additionally, the statutory definition includes as chronically homeless a person who currently lives or resides in an institutional care facility, including a jail, substance abuse or mental health treatment facility, hospital or other similar facility, and has resided there for fewer than 90 days if such person met the other criteria for homeless prior to entering that facility. (See 42 U.S.C. 11360(2)) This does not include doubled-up or overcrowding situations. Disabling Condition: Evidencing a diagnosable substance use disorder, serious mental illness, developmental disability, chronic physical illness, or disability, including the co-occurrence of two or more of these conditions. In addition, a disabling condition may limit an individual’s ability to work or perform one or more activities of daily living. An HIV/AIDS diagnosis is considered a disabling condition. Facility-Based Housing Assistance: All eligible HOPWA Housing expenditures for or associated with supporting facilities including community residences, SRO dwellings, short-term facilities, project-based rental units, master leased units, and other housing facilities approved by HUD. Faith-Based Organization: Religious organizations of three types: (1) congregations; (2) national networks, which include national denominations, their social service arms (for example, Catholic Charities, Lutheran Social Services), and networks of related organizations (such as YMCA and YWCA); and (3) freestanding religious organizations, which are incorporated separately from congregations and national networks. Grassroots Organization: An organization headquartered in the local community where it provides services; has a social services budget of $300,000 or less annually, and six or fewer full-time equivalent employees. Local affiliates of national organizations are not considered “grassroots.” HOPWA Eligible Individual: The one (1) low-income person with HIV/AIDS who qualifies a household for HOPWA assistance. This person may be considered “Head of Household.” When the Performance Report asks for information on eligible individuals, report on this individual person only. Where there is more than one person with HIV/AIDS in the household, the additional PWH/A(s), would be considered a beneficiary(s). HOPWA Housing Information Services: Services dedicated to helping persons living with HIV/AIDS and their families to identify, locate, and acquire housing. This may also include fair housing counseling for eligible persons who may encounter discrimination based on race, color, religion, sex, age, national origin, familial status, or handicap/disability. HOPWA Housing Subsidy Assistance Total: The unduplicated number of households receiving housing subsidies (TBRA, STRMU, Permanent Housing Placement services and Master Leasing) and/or residing in units of facilities dedicated to persons living with HIV/AIDS and their families and supported with HOPWA funds during the operating year. Household: A single individual or a family composed of two or more persons for which household incomes are used to determine eligibility and for calculation of the resident rent payment. The term is used for collecting data on changes in income, changes in access to services, receipt of housing information services, and outcomes on achieving housing stability. Live-In Aides (see definition for Live-In Aide) and non-beneficiaries (e.g., a shared housing arrangement with a roommate) who resided in the unit are not reported in the Performance Report. Housing Stability: The degree to which the HOPWA project assisted beneficiaries to remain in stable housing during the operating year. Improved HIV Viral Load: A reduction in the load or volume of HIV present in the HOPWA eligible individual's blood at the end of the reporting period compared to the beginning of the reporting period. Most PLWHA who are engaged in medical care have routine laboratory tests. The HOPWA eligible individual's latest laboratory report can be used to determine viral load. In-kind Leveraged Resources: These are additional types of support provided to assist HOPWA beneficiaries such as volunteer services, materials, use of equipment and building space. The actual value of the support can be the contribution of professional services, based on customary rates for this specialized support, or actual costs contributed from other leveraged resources. In determining a rate for the contribution of volunteer time and services, use the criteria described in 2 CFR 200. The value of any donated material, equipment, building, or lease should be based on the fair market value at time of donation. Related documentation can be from recent bills of sales, advertised prices, appraisals, or other information for comparable property similarly situated. Leveraged Funds: The amount of funds expended during the operating year from non-HOPWA federal, state, local, and private sources by grantees or sponsors in dedicating assistance to this client population. Leveraged funds or other assistance are used directly in or in support of HOPWA program delivery. Live-In Aide: A person who resides with the HOPWA Eligible Individual and who meets the following criteria: (1) is essential to the care and well-being of the person; (2) is not obligated for the support of the person; and (3) would not be living in the unit except to provide the necessary supportive services. See Code of Federal Regulations Title 24 Part 5.403 and the HOPWA Grantee Oversight Resource Guide for additional reference. Master Leasing: Applies to a nonprofit or public agency that leases units of housing (scattered-sites or entire buildings) from a landlord and subleases the units to homeless or low-income tenants. By assuming the tenancy burden, the agency facilitates housing of clients who may not be able to maintain a lease on their own due to poor credit, evictions, or lack of sufficient income. Medically Assisted Living Facilities: HOPWA facility-based housing that assists residents with most or all activities of daily living, such as meals, bathing, dressing, and toileting. Regular medical care, supervision, and rehabilitation are also often available. Nonbinary: A gender other than singularly female or male. Operating Costs: Applies to facility-based housing only, for facilities that are currently open. Operating costs can include day-to-day housing function and operation costs like utilities, maintenance, equipment, insurance, security, furnishings, supplies and salary for staff costs directly related to the housing project but not staff costs for delivering services. Outcome: The degree to which the HOPWA assisted household has been enabled to establish or maintain a stable living environment in housing that is safe, decent, and sanitary, (per the regulations at 24 CFR 574.310(b)) and to reduce the risks of homelessness and improve access to HIV treatment and other health care and support. Output: The number of units of housing or households that receive HOPWA assistance during the operating year. Permanent Housing Placement: A supportive housing service that helps establish the household in the housing unit, including but not limited to reasonable costs for security deposits not to exceed two months of rent costs. Program Income: Gross income directly generated from the use of HOPWA funds, including repayments. See grant administration requirements on program income at 2 CFR 200.307. Project-Based Rental Assistance (PBRA): A rental subsidy program that is tied to specific facilities or units owned or controlled by a project sponsor. Assistance is tied directly to the properties and is not portable or transferable. Project Sponsor Organizations: Per HOPWA regulations at 24 CFR 574.3, any nonprofit organization or governmental housing agency that receives funds under a contract with the grantee to provide eligible housing and other support services or administrative services as defined in 24 CFR 574.300. Project Sponsor organizations are required to provide performance data on households served and funds expended. SAM: All organizations applying for a Federal award must have a valid registration active at sam.gov. SAM (System for Award Management) registration includes maintaining current information and providing a valid DUNS number. Short-Term Rent, Mortgage, and Utility (STRMU) Assistance: A time-limited, housing subsidy assistance designed to prevent homelessness and increase housing stability. Grantees may provide assistance for up to 21 weeks in any 52-week period. The amount of assistance varies per client depending on funds available, tenant need and program guidelines. Stewardship Units: Units developed with HOPWA, where HOPWA funds were used for acquisition, new construction and rehabilitation that no longer receive operating subsidies from HOPWA. Report information for the units is subject to the three-year use agreement if rehabilitation is non-substantial and to the ten-year use agreement if rehabilitation is substantial. Tenant-Based Rental Assistance (TBRA): TBRA is a rental subsidy program similar to the Housing Choice Voucher program that grantees can provide to help low-income households access affordable housing. The TBRA voucher is not tied to a specific unit, so tenants may move to a different unit without losing their assistance, subject to individual program rules. The subsidy amount is determined in part based on household income and rental costs associated with the tenant’s lease. Transgender: Transgender is defined as a person who identifies with, or presents as, a gender that is different from his/her gender assigned at birth VAWA Internal Emergency Transfers: Per 24 CFR 5.2005e, an emergency transfer under the VAWA protections refers to an emergency relocation of a tenant to another unit where the tenant would not be categorized as a new applicant; that is, the tenant may reside in the new unit without having to undergo an application process. VAWA External Emergency Transfers: Per 24 CFR 5.2005e, an emergency transfer under the VAWA protections refers to an emergency relocation of a tenant to another unit where the tenant would be categorized as a new applicant; that is, the tenant must undergo an application process in order to reside in the new unit. Veteran: A veteran is someone who has served on active duty in the Armed Forces of the United States. This does not include inactive military reserves or the National Guard unless the person was called up to active duty. What is the HOPWA Performance Report Workbook? Who completes this form? What tabs should be completed for this report? The Performance Report Workbook requires the completion of the following tabs: •DEM (Demographics) & Prior Living (see Note) •Leveraging •ATC (Access to Care) & Totals ONLY PROJECT SPONSORS* should complete these tabs: •HOPWA Provider •CONTACT •TBRA (Tenant-Based Rental Assistance) •P-FBH (Permanent Facility-Based Housing) •ST-TFBH (Short-Term or Transitional Facility-Based Housing) •STRMU (Short-Term Rent, Mortgage and Utilities Assistance) •PHP (Permanent Housing Placement Assistance) •Housing Info (Housing Information Services) •Supp Svcs (HOPWA Supportive Services) •Other Competitive Activity •CAP DEV (Capital Development) •VAWA (Housing Transfers for Households Covered by the Violence Against Women Act) Important Information To ensure the integrity of this reporting form, please do not DELETE or ALTER any rows, columns, tabs, or the NAME of the report. This form requires the entry of data only where applicable, with no other actions required. 1 Enter text in empty cells next to questions. 2 Enter numbers where the entry reads “0” and the answer is an amount greater than zero. SUBMISSION INSTRUCTIONS •Once complete, the Project Sponsor should return the entire workbook to the Grantee in the manner and timeline prescribed by the Grantee. •The report MUST be submitted in this Excel format. •DO NOT alter the name of this file; return it to the Grantee with the file name as provided. •The Grantee is responsible for reviewing this report and submitting it to HUD. Project Sponsors should not submit this report to HUD; only to the Grantee. •The Grantee may be contacted by HUD or a HUD contractor regarding the accuracy of this report. •Please contact the Grantee if you require support submitting this form. The remaining tabs should ONLY be completed based on HOPWA services provided by the organization completing this workbook. Leave tabs untouched if the activity is not provided by the organization. There should be one organization's HOPWA activities reported in each workbook. Each organization should complete a separate performance report workbook that only includes the HOPWA activities conducted by that organization. *For Grantees that are approved to conduct Resource Identification or Technical Assistance activities , please report your expenditure amounts for those budget line items in the HOPWA Provider tab . These are the only cells that you will need to complete in the HOPWA Provider tab. Instructions for Completing the HOPWA Performance Report Workbook This workbook provides annual performance data for HOPWA activities. This includes outputs (e.g., households served and demographic information), outcomes (e.g., access to care and support outcomes) and expenditures (for HOPWA-eligible costs). This data will be compiled by the HOPWA Formula or Competitive Grantee, as part of providing annual performance reporting to HUD. This workbook will be completed by any organization that conducts any HOPWA activities other than administrative activities. This includes HOPWA Formula or Competitive Grantees that conduct other HOPWA activities besides administrative activities, and the Project Sponsor organizations that Grantees contract to provide HOPWA services (as defined in 24 CFR 574.3). Note: Complete Prior Living information only for individuals served by TBRA, P-FBH, ST-TFBH or PHP. Grant ID Grantee Sponsor ID Sponsor File ID FCA78422 Fresno S00776A S00776A_W 23145_182434 Question Responses Contact Information for Primary Program Contact What is the Primary Program contact name? Carlene Mendez What is the Primary Program contact title? Program Director In what department does the Primary Program contact work? Health Education and What is the Primary Program contact email? carlene.mendez@westcare.com What is the Primary Program contact phone number (including extension)? 5594861469 Ext21700 What is the Primary Program contact fax number? 5594861910 Contact Information for Secondary Program Contact What is the Secondary Program contact name? Maria Rodriguez What is the Secondary Program contact title? Deputy Administrator In what department does the Secondary Program contact work? Administrative Depratment What is the Secondary Program contact email? maria.rodriguez@westcare.com What is the Secondary Program contact phone number (including extension)? 5592654800 Ext. 21230 What is the Secondary Program contact fax number? 5592654823 Contact Information for Individuals Seeking Services What is the Services contact name? Ruben Cueva What is the Services contact title? Outreach Specialist In what department does the Services contact work? Health Education and What is the Services contact email? ruben.cueva@westcare.com What is the Services contact phone number (including extension)? 5594861469 Ext. 21702 What is the Services contact fax number? 5594861910 Contact Information for your Organization Only organizations designated as project sponsors (see definition of "Project Sponsor Organization" in Performance Report Cover tab) should complete this tab. A. For each racial category, how many HOPWA- eligible Individuals identified as such? Of the total number of individuals reported for each racial category, how many also identify as Hispanic or Latinx?Totals Younger Than 18 18-30 31-50 51 or Older Younger Than 18 18-30 31-50 51 or Older Younger Than 18 18-30 31-50 51 or Older Younger Than 18 18-30 31-50 51 or Older Younger Than 18 18-30 31-50 51 or Older Younger Than 18 18-30 31-50 51 or Older Total Hispanic or Latinx AA COL Asian 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 Asian & White 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Black/African American 0 3 5 8 0 0 4 6 0 0 0 0 0 0 2 0 0 0 0 0 0 0 0 0 0 28 Black/African American & White 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 American Indian/Alaskan Native 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 American Indian/Alaskan Native & Black/African American 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 American Indian/Alaskan Native & White 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 Native Hawaiian/Other Pacific Islander 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Other Multi-Racial 0 27 44 18 0 0 4 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 94 94 White 0 13 12 7 0 0 4 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 38 B. For each racial category, how many other household members (beneficiaries) identified as such? Of the total number of individuals reported for each racial category, how many also identify as Hispanic or Latinx?162 Younger Than 18 18-30 31-50 51 or Older Younger Than 18 18-30 31-50 51 or Older Younger Than 18 18-30 31-50 51 or Older Younger Than 18 18-30 31-50 51 or Older Younger Than 18 18-30 31-50 51 or Older Younger Than 18 18-30 31-50 51 or Older Total Hispanic or Latinx b. Asian 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 b. Asian & White 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 b. Black/African American 4 5 7 2 5 8 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 35 b. Black/African American & White 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 b. American Indian/Alaskan Native 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 b. American Indian/Alaskan Native & Black/African American 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 b. American Indian/Alaskan Native & White 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 b. Native Hawaiian/Other Pacific Islander 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 b. Other Multi-Racial 10 5 2 5 10 5 3 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 43 43 b. White 12 41 17 10 11 7 9 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 110 TOTS ROW 188 Total number of HOPWA-eligible individuals served with HOPWA assistance (rows 4-13):162 Total number of other household members (beneficiaries) served with HOPWA assistance (rows 16-25): 188 350 How many other household members (beneficiaries) are HIV+? 193 How many other household members (beneficiaries) are HIV negative or have an unknown HIV status? 188 How many HOPWA-eligible individuals continued receiving HOPWA assistance from the previous year? 6 How many individuals newly receiving HOPWA assistance came from: A place not meant for human habitation?52 An emergency shelter?8 A transitional housing facility for formerly homeless persons? 1 A permanent housing situation for formerly homeless persons? 0 A psychiatric hospital or other psychiatric facility? 1 A substance abuse facility? 8 A non-psychiatric hospital?2 A foster care home?0 Jail, prison, or a juvenile detention facility? 0 A rented room, apartment or house? 3 A house the individual owned?2 Staying at someone else's house?12 A hotel or motel paid for by the individual? 1 Any other prior living situation?15 How many individuals newly receiving HOPWA assistance didn't report or refused to report their prior living situation? 0 How many individuals newly receiving HOPWA assistance during this program year reported a prior living situation of homelessness [place not for human habitation, emergency shelter, transitional housing]: 61 Also meet the definition of experiencing chronic homelessness? 21 Also were veterans?0 Complete the age, gender, race, and ethnicity information for all individuals served with all types of HOPWA assistance. See totals in rows 27 and 28. Complete Prior Living Situations for HOPWA- eligible Individuals served by TBRA, P-FBH, ST-TFBH, or PHP Transgender Male Gender not Disclosed Male Female Gender Nonbinary Transgender Female Transgender Male Gender not Disclosed Male Female Gender Nonbinary Transgender Female What is the amount and type of leveraged funding that was provided by any of these sources? Funding for this Report Was this a Housing Subsidy Assistance? Yes or No. ESG 0 HOME 0 Ryan White 0 Continuum of Care (CoC)0 Low-Income Housing Tax Credit 0 Housing Choice Voucher Program 0 Private grants 0 In-kind resources 0 Grantee cash 0 Other types of private or public funding: Other FUNDING_1 0 Other FUNDING_2 0 Other FUNDING_3 0 Other FUNDING_4 0 Other FUNDING_5 0 Other FUNDING_6 0 Other FUNDING_7 0 Other FUNDING_8 0 Other FUNDING_9 0 Other FUNDING_10 0 Other FUNDING_11 0 Other FUNDING_12 0 Other FUNDING_13 0 Other FUNDING_14 0 Other FUNDING_15 0 Program Income 0 What was the amount of program income collected from resident rent payments in the program year? 0 What was the amount of program income collected from other sources (non- resident payments) in the program year? 0 Uses of Program Income 0 What was the amount of total program income that was spent on housing assistance in the program year? 0 What was the amount of total program income that was spent on supportive services or other non-housing costs in the program year? 0 Rent Payments Made by HOPWA Housing Subsidy Assistance Recipients Directly to Private Landlords What was the amount of resident rent payment that residents paid directly to private landlords? 0 0 Report the source(s) of cash or in-kind leveraged federal, state, local or private resources identified in either the Consolidated or Annual Plan (for formula grantees) or the grant proposal/application (for competitive grantees) and used in the delivery of the HOPWA program and the amount of leveraged dollars. Question This Report TBRA Households Served and Expenditures How many households were served with HOPWA TBRA assistance? 17 What were the total HOPWA funds expended for TBRA rental assistance? 74156.48 Other (Non-TBRA) Rental Assistance Households Served and Expenditures (Other Non-TBRA Rental Assistance activities must be approved in the grant agreement). How many total households were served with Other (non- TBRA) Rental Assistance? 30 What were the total HOPWA funds expended for Other (non-TBRA) Rental Assistance, as approved in the grant agreement? 0 Describe the Other (non-TBRA) Rental Assistance provided. (150 characters). Our program was awarded $32,000 by the United Way for Rent/Mortgage Assistance. TBRA Household Total (TBRA + Other)47 Income Levels for Households Served by this Activity 0 What is the number of households with income below 30% of Area Median Income? 0 What is the number of households with income between 31% and 50% of Area Median Income? 0 What is the number of households with income between 51% and 80% of Area Median Income? 0 Sources of Income for Households Served by this Activity How many households accessed or maintained access to the following sources of income in the past year?0 Earned Income from Employment 0 Retirement 0 SSI 0 SSDI 0 Other Welfare Assistance (Supplemental Nutrition Assistance Program, WIC, TANF, etc.) 0 Private Disability Insurance 0 Veteran's Disability Payment (service or non-service connected payment) 0 Regular contributions or gifts from organizations or persons not residing in the residence 0 Worker's Compensation 0 Complete this section for all Households served with HOPWA Tenant- Based Rental Assistance (TBRA) by your organization in the reporting year. General Assistance (GA), or local program 0 Unemployment Insurance 0 Other Sources of Income 0 How many households maintained no sources of income?0 Medical Insurance for Households Served by this Activity How many households accessed or maintained access to the following sources of medical insurance in the past year? 0 MEDICAID Health Program or local program equivalent 0 MEDICARE Health Insurance or local program equivalent 0 Veterans Affairs Medical Services 0 AIDS Drug Assistance Program 0 State Children's Health Insurance Program (SCHIP) or 0 Ryan White-funded Medical or Dental Assistance 0 Health Outcomes for Households Served by this Activity 0 How many HOPWA-eligible individuals served with TBRA this year have ever been prescribed Anti-Retroviral Therapy? 0 How many HOPWA-eligible persons served with TBRA have shown an improved viral load or achieved viral suppression? 0 Longevity for Households Served by this Activity 0 How many households have been served with TBRA for less than one year? 0 How many households have been served with TBRA for more than one year, but less than five years? 0 How many households have been served with TBRA for more than five years, but less than 10 years? 0 How many households have been served with TBRA for more than 10 years, but less than 15 years? 0 How many households have been served with TBRA for more than 15 years? 0 Housing Outcomes for Households Served by this Activity 0 How many households continued receiving HOPWA TBRA assistance into the next year? 0 How many households exited to other HOPWA housing programs? 0 How many households exited to other housing subsidy programs? 0 How many households exited to an emergency shelter?0 How many households exited to private housing?0 How many households exited to transitional housing (time limited - up to 24 months)? 0 How many households exited to an institutional arrangement expected to last less than six months? 0 How many households exited to institutional arrangement expected to last more than six months? 0 How many households exited to a jail/prison term expected to last less than six months? 0 How many households exited to a jail/prison term expected to last more than six months? 0 How many households exited to a situation that isn't transitional, but is not expected to last more than 90 days and their housing situation after those 90 days is uncertain? 0 How many households exited to a place not meant for human habitation? 0 How many households were disconnected from care?0 How many of the HOPWA eligible individuals died?0 Complete this section for all Households served with HOPWA Permanent Facility-Based Housing assistance by your organization in the reporting year There are sixty columns for facilities. If more columns are needed, please contact the HOPWA Validation Team. Q ti F ilit 1 F ilit 2 F ilit 3 F ilit 4 F ilit 5 F ilit 6 F ilit 7 F ilit 8 F ilit 9 F ilit 10 F ilit 11 F ilit 12 F ilit 13 Facility 14 Facility 15 Facility 16 Facility 17 Facility 18 Facility 19 Facility 20 Facility 21 Facility 22 Facility 23 Facility 24 Facility 25 Facility 26 Facility 27 Facility 28 Facility 29 Facility 30 Facility 31 Facility 32 Facility 33 Facility 34 Facility 35 Facility 36 Facility 37 Facility 38 Facility 39 Facility 40 Facility 41 Facility 42 Facility 43 Facility 44 Facility 45 Facility 46 Facility 47 Facility 48 Facility 49 Facility 50 Facility 51 Facility 52 Facility 53 Facility 54F ilit I f tiWh t i th f th h i f ilit ?Is the facility a medically assisted living facility? Yes or No Was the housing facility placed into service during this program year? Y N For housing facilities placed into service during this program year, how many units were placed into service? [Do not complete if facility l d i i i i ] 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 L i H h ld d E dit S d b thi A ti itHow many households received Permanent Facility-Based Housing L i t f h f ilit ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 What were the HOPWA funds expended for Permanent Facility-Based H i L i C t f h f ilit ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O ti H h ld d E dit S d b thi A ti itHow many households received Permanent Facility-Based Housing O ti t f h f ilit ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 What were the HOPWA funds expended for Permanent Facility-Based H i O ti C t f h f ilit ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Other Housing Support -- Households and Expenditures Served by thi A ti itHow many households received Other types of Permanent Facility-B d H i t f h f ilit ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 What were the HOPWA funds expended for Other types of Permanent F ilit B d H i f h f ilit ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 For households served with Other Permanent Facility-Based Housing, h t t f i th id d? (150 h t )PFBH D d li tiHow many households received more than one type of PFBH for each f ilit ? (L i O ti Oth ) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 T t l D d li t d H h ld C t 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 I L l f H hld S d b thi Atiit 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 What is the number of households with income below 30% of Area M di I ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 What is the number of households with income between 31% and 50% f A M di I ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 What is the number of households with income between 51% and 80% f A M di I ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sources of Income for Households Served by this ActivityHow many households accessed or maintained access to the following sources of income in the past year?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Earned Income from Employment 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Retirement000000000000000000000000000000000000000000000000000000SSI000000000000000000000000000000000000000000000000000000SSDI000000000000000000000000000000000000000000000000000000Other Welfare Assistance (Supplemental Nutrition Assistance Program WIC TANF etc)0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Private Disability Insurance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Veteran's Disability Payment (service or non-service connected payment)0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Regular contributions or gifts from organizations or persons not residing in the residence 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Worker's Compensation 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0General Assistance (GA) or local program 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Unemployment Insurance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Other Sources of Income 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0How many households maintained no sources of income?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Medical Insurance for Households Served by this ActivityHow many households accessed or maintained access to the following sources of medical insurance in the past year?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MEDICAID Health Program or local program equivalent 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0MEDICARE Health Insurance or local program 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Veterans Affairs Medical Services 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0AIDS Drug Assistance Program 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0State Children's Health Insurance Program (SCHIP) or local program equivalent 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ryan White funded Medical or Dental Assistance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Longevity for Households Served by this Activity 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households have been served by permanent facility-based housing for less than one year? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households have been served by permanent facility-based housing for more than one year but less than 5 years? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households have been served by permanent facility-based housing for more than 5 years but less than 10 years? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households have been served by permanent facility-based h i f th 10 b t l th 15 ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households have been served by permanent facility-based h i f th 15 ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 H lth O t f H h ld S d b thi A ti it 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many HOPWA-eligible individuals served with PFBH this year have b ib d A ti R t i l Th b f ilit ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many HOPWA-eligible persons served with PFBH have shown an i d i l l d hi d i l i b f ilit ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 H i O t f H h ld S d b thi A ti it 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households continued receiving this type of HOPWA i t i t th t ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 H h h ld it d t th HOPWA h i ?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 H h h ld it d t th h i b id ?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households exited to an emergency shelter?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 H h h ld it d t i t h i ?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0How many households exited to transitional housing (time limited - up t 24 th )? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households exited to institutional arrangement expected to l t l th i th ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households exited to institutional arrangement expected to l t th i th ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households exited to a jail/prison term expected to last less th i th ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households exited to a jail/prison term expected to last th i th ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households exited to a situation that isn't transitional, but is not expected to last more than 90 days and their housing situation ft th 90 d i t i ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households exited to a place not meant for human h bit ti ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 H h h ld di t d f ?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0H f th HOPWA liibl idiid l did?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0TOTS ROW 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 F ilit 55 F ilit 56 F ilit 57 F ilit 58 F ilit 59 F ilit 60 BJ COL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0000000 0000000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0000000000000000000000000 0 0 0 0 0 0000000 0 0 0 0 0 0 0 0 0 0 0 0000000000000000000000000 0 0 0 0 0 0 0 0 0 0 0 0 0000000000000000000000000 0 0 0 0 0 0000000 0000000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0000000 0 0 0 0 0 0 0 0 0 0 0 0 0000000 0 0 0 0 0 0000000000000000000000000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0000000000000 0 Complete this section for Facilities, Households served with HOPWA Short-Term or Transitional Facility-Based Housing assistance by your organization in the reporting year. Examples include Short-Term and Transitional Housing Types, Facility Based Housing with a tenure of fewer than 24 months, short-term treatment or health facilities hotel motel vouchers There are sixty columns for facilities. If more columns are needed, please contact the HOPWA Validation Team. Q ti F ilit 1 F ilit 2 F ilit 3 F ilit 4 F ilit 5 F ilit 6 F ilit 7 F ilit 8 F ilit 9 F ilit 10 F ilit 11 Facility 12 Facility 13 Facility 14 Facility 15 Facility 16 Facility 17 Facility 18 Facility 19 Facility 20 Facility 21 Facility 22 Facility 23 Facility 24 Facility 25 Facility 26 Facility 27 Facility 28 Facility 29 Facility 30 Facility 31 Facility 32 Facility 33 Facility 34 Facility 35 Facility 36 Facility 37 Facility 38 Facility 39 Facility 40 Facility 41 Facility 42 Facility 43F ilit I f tiWhat is the name of the housing facility?WestCare Ca., Inc SUD T t t Mckinney Plaza, R R id The Economy Inn Tranitional Living, one Mi h l H b t Transitional Living, R Pt Transitional Living, B t P ff i lI th f ilit di ll i t d li i f ilit ? Y N N N N N N NWas the housing facility placed into service during this program year? Yes or No No No No No No Yes For housing facilities placed into service during this program year, how many units were placed into service? [Do not complete if facility placed i i i i ] 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Leasing Households and Expenditures Served by this ActivityHow many households received Transitional/Short-Term Facility-Based H i L i t f h f ilit ? 7 3 44 5 4 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 What were the HOPWA funds expended for Transitional/Short-Term F ilit B d H i L i C t f h f ilit ? 12735 1689.39 13715.4 4331 1532.29 8023.8 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O ti H h ld d E dit S d b thi A ti itHow many households received Transitional/Short-Term Facility-Based H i O ti t f h f ilit ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 What were the HOPWA funds expended for Transitional/Short-Term F ilit B d H i O ti C t f h f ilit ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 H t l M t l H h ld d E dit S d b thi A ti itH h h ld i d H t l M t l t t f h 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0What were the HOPWA funds expended for Hotel-Motel Costs for each f ilit ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Other Housing Support -- Households and Expenditures Served by this A ti itHow many households received Other types of Transitional/Short-Term F ilit B d H i t f h f ilit ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 What were the HOPWA funds expended for Other types of Transitional/Short Term Facility Based Housing for each facility? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 For households served with Other Transitional/Short-Term Facility-Based Housing, what type of service were they provided? (150 characters) ST TFBH DeduplicationHow many households received more than one type of ST-TFBH for each f ilit ? (L i O ti H t l M t l Oth ) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Deduplicated Household Count 7 3 44 5 4 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Income Levels for Households Served by this Activity 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 What is the number of households with income below 30% of Area M di I ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 What is the number of households with income between 31% and 50% f A M di I ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 What is the number of households with income between 51% and 80% f A M di I ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 S f I f H h ld S d b thi A ti itHow many households accessed or maintained access to the following f i i th t ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 E d I f E l t 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0R ti t 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0SSI0000000000000000000000000000000000000000000SSDI0000000000000000000000000000000000000000000Other Welfare Assistance (Supplemental Nutrition A i t P WIC TANF t ) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 P i t Di bilit I 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Veteran's Disability Payment (service or non service 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Regular contributions or gifts from organizations or t idi i th id 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 W k ' C ti 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0General Assistance (GA) or local program 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Unemployment Insurance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Other Sources of Income 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0How many households maintained no sources of income?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Medical Insurance for Households Served by this ActivityHow many households accessed or maintained access to the following f di l i i th t ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MEDICAID H lth P l l i l t 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0MEDICARE H lth I l l i l t 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0V t Aff i M di l S i 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0AIDS D A i t P 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0State Children's Health Insurance Program (SCHIP) or l l i l t 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 R Whit f d d M di l D t l A i t 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0L it f H h ld S d b thi A ti it 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households have been served by short-term/transitional f ilit b d h i f l th ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households have been served by short-term/transitional f ilit b d h i f th b t l th fi ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households have been served by short-term/transitional f ilit b d h i f th fi b t l th 10 ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households have been served by short-term/transitional f ilit b d h i f th 10 b t l th 15 ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households have been served by short-term/transitional f ilit b d h i f th 15 ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Housing Outcomes for Households Served by this Activity 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households continued receiving this type of HOPWA assistance into the next year?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households exited to other HOPWA housing programs?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0How many households exited to other housing subsidy programs?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0How many households exited to an emergency shelter?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0H h h ld it d t i t h i ?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0How many households exited to transitional housing (time limited - up t 24 th )? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households exited to institutional arrangement expected to l t l th i th ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households exited to institutional arrangement expected to last more than six months?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households exited to a jail/prison term expected to last less than six months?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households exited to a jail/prison term expected to last more than six months?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households exited to a situation that isn't transitional, but is not expected to last more than 90 days and their housing situation after those 90 days is uncertain? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households exited to a place not meant for human habitation?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many households were disconnected from care?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many of the HOPWA eligible individuals died?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTS ROW 7 3 44 5 4 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 F ilit 44 F ilit 45 F ilit 46 F ilit 47 F ilit 48 F ilit 49 F ilit 50 F ilit 51 F ilit 52 F ilit 53 F ilit 54 F ilit 55 F ilit 56 F ilit 57 Facility 58 Facility 59 Facility 60 BJ COL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 65 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 42027 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0000000000000000000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6500000000000000000000000000000000000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 000000000000000000000000000000000000000000000000000000000000000000000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 00000000000000000000000000000000000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 000000000000000000000000000000000000000000000000000000000000000000000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 000000000000000000000000000000000000000000000000000000000000000000000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 000000000000000000 000000000000000000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 000000000000000000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 000000000000000000000000000000000000000000000000000000000000000000000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 65 Question This Report Households Served by this Activity - STRMU Breakdown a. How many households were served with STRMU mortgage assistance only? 2 b. How many households were served with STRMU rental assistance only? 25 c. How many households were served with STRMU utilities assistance only? 5 d. How many households received more than one type of STRMU assistance? 7 STRMU Households Total 39 STRMU Expenditures 32 What were the HOPWA funds expended for the following budget line items? STRMU mortgage assistance 1115.56 STRMU rental assistance 46087.39 STRMU utility assistance 6967.72 Total STRMU Expenditures 54170.67 Income Levels for Households Served by this Activity 39 What is the number of households with income below 30% of Area Median Income? 34 What is the number of households with income between 31% and 50% of Area Median Income? 3 What is the number of households with income between 51% and 80% of Area Median Income? 2 Sources of Income for Households Served by this Activity How many households accessed or maintained access to the following sources of income in the past year?39 Earned Income from Employment 5 Retirement 0 SSI 2 SSDI 3 Other Welfare Assistance (Supplemental Nutrition 0 Private Disability Insurance 0 Veteran's Disability Payment (service or non-service 0 Regular contributions or gifts from organizations or 0 Worker's Compensation 0 General Assistance (GA), or local program 0 Complete this section for all Households served with HOPWA Short-Term Rent, Mortgage, and Utilities Assistance (STRMU) by your organization in the reporting year. Unemployment Insurance 0 Other Sources of Income 0 How many households maintained no sources of income? 29 Medical Insurance for Households Served by this Activity How many households accessed or maintained access to the following sources of medical insurance in the past year? 39 MEDICAID Health Program or local program equivalent 35 MEDICARE Health Insurance or local program equivalent 2 Veterans Affairs Medical Services 0 AIDS Drug Assistance Program 2 State Children's Health Insurance Program (SCHIP) or local program equivalent 0 Ryan White-funded Medical or Dental Assistance 0 Longevity for Households Served by this Activity 55 How many households have been served by STRMU for the first time this year? 24 How many households also received STRMU assistance during the previous STRMU eligibility period? 15 How many households received STRMU assistance more than twice during the previous five eligibility periods? 8 How many households received STRMU assistance during the last five consecutive eligibility periods? 8 Housing Outcomes for Households Served by this Activity 104 How many households continued receiving this type of HOPWA assistance into the next year? 5 How many households exited to other HOPWA housing programs? 10 How many households exited to other housing subsidy programs? 4 How many households exited to an emergency shelter?0 How many households served with STRMU were able to maintain a private housing situation without subsidy? 34 How many households exited to transitional housing (time limited - up to 24 months)? 7 How many households exited to institutional arrangement expected to last less than six months? 5 How many households exited to institutional arrangement expected to last more than six months? 0 How many households exited to a jail/prison term expected to last less than six months? 0 How many households exited to a jail/prison term expected to last more than six months? 0 How many households exited to a situation that isn't transitional, but is not expected to last more than 90 days and their housing situation after those 90 days is uncertain? 0 How many households exited to a place not meant for human habitation? 0 How many households were disconnected from care?0 How many of the HOPWA eligible individuals died?0 How many households are likely to need additional Short-Term Rent, Mortgage and Utilities assistance to maintain the current housing arrangements? 39 Question This Report Households Served by this Activity How many households were served with PHP assistance? 0 PHP Expenditures for Households Served by this Activity What were the HOPWA funds expended for PHP?0 Sources of Income for Households Served by this Activity How many households accessed or maintained access to the following sources of income in the past year?0 Earned Income from Employment 0 Retirement 0 SSI 0 SSDI 0 Other Welfare Assistance (Supplemental Nutrition Assistance Program, WIC, TANF, etc.) 0 Private Disability Insurance 0 Veteran's Disability Payment (service or non-service connected payment) 0 Regular contributions or gifts from organizations or persons not residing in the residence 0 Worker's Compensation 0 General Assistance (GA), or local program 0 Unemployment Insurance 0 Other Sources of Income 0 How many households maintained no sources of income? 0 Medical Insurance for Households Served by this Activity How many households accessed or maintained access to the following sources of medical insurance in the past year? 0 MEDICAID Health Program or local program equivalent 0 MEDICARE Health Insurance or local program equivalent 0 Veterans Affairs Medical Services 0 AIDS Drug Assistance Program 0 State Children's Health Insurance Program (SCHIP) or local program equivalent 0 Ryan White-funded Medical or Dental Assistance 0 Complete this section for all Households served with HOPWA Permanent Housing Placement (PHP) assistance by your organization in the reporting year. Housing Outcomes for Households Served by this Activity 0 In the context of PHP, "exited" means the housing situation into which the household was placed using the PHP assistance. How many households exited to other HOPWA housing programs? 0 How many households exited to other housing subsidy programs? 0 How many households exited to private housing?0 Question This Report Households Served by this Activity RPT How many households were served with housing information services? 193 Housing Information Services Expenditures What were the HOPWA funds expended for Housing Information Services? 117570.49 Complete for all households served with HOPWA-funded Housing Information Services by your organization in the reporting year. See definition of "Housing Information Services" on "Performance Report Cover" tab. Questions Households and Expenditures for Supportive Service Types Number of Households Expenditures What were the expenditures and number of households for each of the following types of supportive services in the program year? Adult Day Care and Personal Assistance 1 0 Alcohol-Drug Abuse 31 0 Child Care 1 0 Case Management 78 0 Education 3 0 Employment Assistance and Training 17 0 Health/Medical Services 78 0 Legal Services 1 0 Life Skills Management 52 0 Meals/Nutritional Services 90 0 Mental Health Services 90 0 Outreach 59 0 Transportation 5025 0 Any other type of HOPWA funded, HUD approved supportive service? 17 0 What were the other type(s) of supportive services provided? (150 characters) Permanent housing placement services, SUD/co-occurring assessment, access to benefits. Deduplication of Supportive Services 5414 0 How many households received more than one of any type of Supportive Services? 129 SS_TAB_TOTS 5543 Complete for all households served with HOPWA funded Supportive Services by your organization in the reporting year. Note that this table also collects HOPWA Supportive Service expenditures. This Report "Other" Housing Activities -- Households and Expenditures Served by this Activity This Report How many households were served with "Other Housing Activity" assistance?0 What were the HOPWA funds expended for "Other Housing Activity" assistance?0 What is the "Other" HOPWA budget line item approved in the grant agreement? (150 characters) N/A Only Competitive Grantees with an "Other Housing Activity" approved in their grant agreement should complete this tab. Activity Review TBRA P-FBH ST-TFBH STRMU PHP Housing Info SUPP SVC Other Competitive Activity Total Households Served in ALL Activities from this report for each Activity . 47 0 65 39 0 193 5414 0 Total Housing Subsidy Assistance (from the TBRA, P-FBH, ST- TFBH, STRMU, PHP, Other Competitive Activity counts above)151 How many households received more than one type of HOPWA Housing Subsidy Assistance for TBRA, P-FBH, ST-TFBH, STRMU, PHP, Other Competitive Activity? 0 Total Unduplicated Housing Subsidy Assistance Household Count 151 Questions This Report How many households had contact with a case manager?0 How many households developed a housing plan for maintaining or establishing stable housing? 0 How many households accessed and maintained medical insurance and/or assistance? 0 How many households had contact with a primary health care provider? 0 How many households accessed or maintained qualification for sources of income? 0 How many households obtained/maintained an income- producing job during the program year (with or without any HOPWA-related assistance)? 0 Questions This Report How many households received any type of HOPWA Housing Subsidy Assistance and HOPWA Funded Case Management? 0 How many households received any type of HOPWA Housing Subsidy Assistance and HOPWA Supportive Services? 0 0 Housing Subsidy Assistance Household Count Deduplication Access to Care (ATC) Complete HOPWA Outcomes for Access to Care and Support for all households served with HOPWA housing assistance and "other competitive activities" in the reporting year. Subsidy Assistance with Supportive Service, Funded Case Management There are sixty columns for facilities. If more columns are needed, please contact the HOPWA Validation Team. Q ti F ilit 1 F ilit 2 F ilit 3 F ilit 4 F ilit 5 F ilit 6 F ilit 7 F ilit 8 F ilit 9 F ilit 10 F ilit 11 F ilit 12 F ilit 13 Facility 14 Facility 15 Facility 16 Facility 17 Facility 18 Facility 19 Facility 20 Facility 21 Facility 22 Facility 23 Facility 24 Facility 25 Facility 26 Facility 27 Facility 28 Facility 29 Facility 30 Facility 31 Facility 32 Facility 33 Facility 34 Facility 35 Facility 36 Facility 37 Facility 38 Facility 39 Facility 40 Facility 41 Facility 42 Facility 43 Facility 44 Facility 45 Facility 46 Facility 47 Facility 48 Facility 49 Facility 50 Facility 51 Facility 52 Facility 53 Facility 54 Facility 55 Facility 56 Facility 57 Facility 58F ilit I f tiWhat is the name of the facility using HOPWA for capital development (acquisition or rehabilitation)? For facilities being rehabilitated, what was the total amount of funding spent on rehabilitation? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 What type of development was funded (new construction, rehabilitation acquisition)?For facilities being rehabilitated only, what is the final l f th b ildi ft h bilit ti i l t ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 What type of housing (Permanent or Short-t /T iti l) d l d?For Capital Development facilities, what is the purchase or l dt f th t? For Capital Development facilities, what is the date the construction or rehabilitation started (if applicable)?C it l D l t E dit 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0How much was expended in this year on acquisition, for each facility?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How much was expended on rehabilitation, for each f ilit ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How much was expended on new construction, for each facility?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Was the development facility placed into service during thi ? Y NComplete for Capital Development Facilities Opened This Year ONLY. If the facility was not opened this year, skip thi ti 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 H t t l it l d i t i thi ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Wh t d t did th ti i b i ?What date was the construction or rehabilitation l t d?What date did residents begin to occupy the facility? Is there a waiting list maintained for the facility? Yes or No. If there is a waiting list, how many households are on the iti li t? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many total units (HOPWA and non-HOPWA units) d l d i thi f ilit ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 How many units in this facility were developed with HOPWA f d ? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 For all Facilities Total Units Designated for the Chronically Homeless Total Units Designated to Assist th H l Total Units Energy-Star Compliant Total Units 504 Accessible – Mobility U it S U it For units constructed (new) and/or acquired with or ith t hb 0 0 0 0 For rental units rehabbed:0 0 0 0 For homeownership units constructed (if approved):0 0 0 0TOTS ROW 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Complete for all HOPWA Facility-based Capital Development Projects that received Capital Development funds in this reporting year. This includes projects that received HOPWA Capital Development funds and opened to residents in this reporting year.Note: Scattered site facilities may be reported as one facility. Capital Development means the use of HOPWA funds to construct, acquire, or rehabilitate a housing facility. F ilit 59 F ilit 60 0 0 0 0 0 000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Question This Report How many internal emergency transfers were requested?0 How many internal emergency transfers were granted?0 How many external emergency transfers were requested?0 How many external emergency transfers were granted?0 How many emergency transfers were denied? 0 0 Complete for all households who requested Violence Against Women Act (VAWA) protections per 24 CFR 5.2005 with your organization in the reporting year. Question Responses Contact Information for Authorizing Official What is the Authorizing Official contact name? Georgeanne A. White What is the Authorizing Official contact title? City Manager In what department does the Authorizing Official contact work? Office of the Mayor What is the Authorizing Official contact email? goergeanne.white@fresno.gov What is the Authorizing Official contact phone number (including extension)? 559-621-7795 What is the Authorizing Official contact fax number? Contact Information for Reporting (APR/CAPER) Contact What is the Reporting contact name? Erika Lopez What is the Reporting contact title? Senior Management Analyst In what department does the Reporting contact work? Planning and Development What is the Reporting contact email? What is the Reporting contact phone number (including extension)? 559-621-8403 What is the Reporting contact fax number? Contact Information for HMIS User What is the HMIS User contact name? What is the HMIS User contact title? In what department does the HMIS User contact work? What is the HMIS User contact email? What is the HMIS User contact phone number (including extension)? What is the HMIS User contact fax number? Contact Information for IDIS User What is the IDIS User contact name? Erika Lopez What is the IDIS User contact title? Senior Management Analyst In what department does the IDIS User contact work? Planning and Development What is the IDIS User contact email? erika.lopez@fresno.gov What is the IDIS User contact phone number (including extension)? 559-621-8403 What is the IDIS User contact fax number? Contact Information for Primary Program Contact What is the Primary Program contact name? Phillip Skei What is the Primary Program contact title? Assistant Director In what department does the Primary Program contact work? Planning and Development What is the Primary Program contact email? Phillip.Skei@fresno.gov What is the Primary Program contact phone number (including extension)? 559-621-8012 What is the Primary Program contact fax number? Contact Information for Secondary Program Contact What is the Secondary Program contact name? Karen Jenks What is the Secondary Program contact title? Housing & Neighborhood In what department does the Secondary Program contact work? Planning and Development What is the Secondary Program contact email? karen.jenks@fresno.gov What is the contact Secondary Program phone number (including extension)? 559-621-8507 What is the Secondary Program contact fax number? Contact Information for Individuals Seeking Services What is the Services contact name? Erika Lopez Contact Information for your Organization What is the Services contact title? Senior Management Analyst In what department does the Services contact work? Planning and Development What is the Services contact email? erika.lopez@fresno.gov What is the Services contact phone number (including extension)? 559-621-8403 What is the Services contact fax number? Housing Opportunities for Persons With AIDS (HOPWA) Program Revised: 11/30/2022 Consolidated APR/CAPER ̶ Grantee Workbook OMB Number 2506-0133 (Expiration Date: 12/31/2024) Overview The public reporting burden for this collection of information is estimated to average 40.0 hours, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Performance Reports for HOPWA formula grantees and competitive grantees provide HUD with annual information to support program evaluation and measure program beneficiary outcomes related to maintaining housing stability; preventing homelessness; and improving access to care and support. This collection of information consolidates the information in the APR and CAPER reports and clarifies reporting requirements, which will allow HUD’s Office of HIV/AIDS Housing to better respond to data calls from Congress and make better program decisions based on more relevant grantee annual data. Reporting is required for all HOPWA grantees pursuant to 42 U.S.C. § 12911; 24 CFR §§ 574.520(a) and (b); 24 CFR § 91.520(f). The information collected regarding grantees, their respective project sponsors, and the identities of HOPWA program participants will remain confidential pursuant to 42 U.S.C. § 12905(e) and 24 § CFR 574.440. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions to reduce this burden, to Colette Pollard, Reports Management Officer, Department of Housing and Urban Development, 451 7th Street SW, Room 4176, Washington, DC 20410-5000. When providing comments, please refer to OMB Control No. 2506-0133. HUD may not conduct and sponsor, and a person is not required to respond to, a collection of information unless the collection displays a valid OMB Control Number. HOPWA formula grantees are required to submit a Performance Report demonstrating coordination with other Consolidated Plan resources. HUD uses the Performance Report data to obtain essential information on grant activities, project sponsors, housing sites, units and households, and beneficiaries (which includes racial and ethnic data on program participants). The Consolidated Plan Management Process tool (CPMP) provides an optional tool to integrate the reporting of HOPWA specific activities with other planning and reporting on Consolidated Plan activities. In addition, grantees must comply with the Federal Funding Accountability and Transparency Act 2006 (Public Law 109-282), which requires grant recipients to provide general information for all entities (including contractors and sub-contractors) receiving $25,000+ in federal funding. HOPWA competitive grantees are required to submit a Performance Report for each operating year in which HOPWA grant funds were expended. Information on each competitive grant is to be reported in a separate Performance Report. Grantees approved for “Other Activities”, as detailed in their grant agreement, are requested to report on their unique program accomplishments. In addition, grantees must comply with the Federal Funding Accountability and Transparency Act 2006 (Public Law 109-282), which requires grant recipients to provide general information for all entities (including contractors and sub-contractors) receiving $25,000+ in federal funding. Continued-use Periods. Grantees that used HOPWA funding for new construction, acquisition, or substantial rehabilitation of a building or structure are required to operate the building or structure for HOPWA-eligible beneficiaries for a ten (10) years period. If no further HOPWA funds are used to support the facility, in place of completing the "CAP DEV" tab in the Performance Report Worksheet, the grantee must complete an Annual Report of Continued Project Operation throughout the required use periods. This report is found on the "STEWARD" tab of this workbook. The required use period is three (3) years if the rehabilitation is non-substantial. Record Keeping. Names and other individual information must be kept confidential, as required by 24 CFR 574.440. However, HUD reserves the right to review the information used to complete this report for grants management oversight purposes, except for recording any names and other identifying information. In the case that HUD must review client-level data, no client names or identifying information will be retained or recorded. Information is reported in aggregate to HUD without personal identification. Do not submit client or personal information in data systems to HUD. HMIS. In connection with the development of the Department’s standards for Homeless Management Information Systems (HMIS), universal data elements are being collected for clients of HOPWA-funded homeless assistance projects. These project sponsor records would include: Name, Social Security Number, Date of Birth, Ethnicity and Race, Gender, Veteran Status, Disabling Conditions, Residence Prior to Program Entry, Zip Code of Last Permanent Address, Housing Status, Program Entry Date, Program Exit Date, Personal Identification Number, and Household Identification Number. These are intended to match the elements under HMIS. The HOPWA program-level data elements include: Income and Sources, Non-Cash Benefits, HIV/AIDS Status, Services Provided, Housing Status or Destination at the end of the operating year, Physical Disability, Developmental Disability, Chronic Health Condition, Mental Health, Substance Abuse, Domestic Violence, Medical Assistance, and T-cell Count. Other HOPWA projects sponsors may also benefit from collecting these data elements. HMIS local data systems must maintain client confidentiality by using a closed system in which medical information and HIV status are only shared with providers that have a direct involvement in the client’s case management, treatment and care, in line with the signed release of information from the client. Formula Operating Year. HOPWA formula grants are annually awarded for a three-year period of performance with three operating years. The information contained in this Performance Report must represent a one-year period of HOPWA program operation that coincides with the grantee’s program year; this is the operating year. More than one HOPWA formula grant awarded to the same grantee may be used during an operating year and the Performance Report must capture all formula grant funding used during the operating year. Project sponsor accomplishment information must also coincide with the operating year this Performance Report covers. Any change to the period of performance requires the approval of HUD by amendment, such as an extension for an additional operating year. Competitive Operating Year. HOPWA competitive grants are awarded for a three-year period of performance with Performance Reports submitted for each of the three operating years. The information contained in this Performance Report should reflect the grantee’s operating year with the beginning date determined at the time the grant agreement is signed. Project sponsor accomplishment information must coincide with the operating year this Performance Report covers. Any change to the period of performance requires the approval of HUD by amendment, such as an extension for one additional operating year. A PSH renewal/replacement grant start date would be coordinated with the close out of the existing grant. Grantees with an approved extension period of less than 6-months must submit the Performance Report for the third year of the grant term at the end of the approved extension period and incorporate data from the additional months. Grantees with an approved extension period of 6-months or more must turn in a Performance Report at the end of the operating year and submit a separate extension Performance Report at the end of the extension period. Filing Requirements. Within 90 days of the completion of each operating year, grantees must submit their completed Performance Report to the CPD Director in the grantee’s State or Local HUD Field Office, and to the HOPWA Program Office: at HOPWAReports@hud.gov. Electronic submission to HOPWA Program office is preferred. If electronic submission is not possible, please send an email to the HOPWA@hud.gov email inbox. Definitions Achieved Viral Suppression: When the load or volume of HIV virus present in a person's blood is measured at less than 200 copies per milliliter of blood. Adjustment for Duplication: Enables the calculation of unduplicated output totals by accounting for the total number of households or units that received more than one type of HOPWA assistance in a given service category such as HOPWA Subsidy Assistance or Supportive Services. Administrative Costs: Costs for general management, oversight, coordination, evaluation, and reporting. By statute, grantee administrative costs are limited to 3% of the total grant award, to be expended over the life of the grant. Project sponsor administrative costs are limited to 7% of the portion of the grant amount they receive. Anti-Retroviral Therapy: The combination of drugs used to treat HIV. Area Median Income: The Department of Housing and Urban Development (HUD) sets income limits that determine eligibility for assisted housing programs including the HOPWA program. HUD develops income limits based on Median Family Income estimates and Fair Market Rent area definitions for each metropolitan area, parts of some metropolitan areas, and each non-metropolitan county. AMI values vary by location and are published at: https://www.huduser.gov/portal/datasets/il.html Beneficiary(ies): All members of a household (with or without HIV) who benefitted from HOPWA assistance during the operating year, NOT including the HOPWA eligible individual (see definition). Chronically Homeless Person: An individual or family who is homeless and lives or resides as an individual or family who a) lives or resides in a place not meant for human habitation, a safe haven, or in an emergency shelter; b) has been homeless and living or residing in a place not meant for human habitation, a safe haven, or in an emergency shelter continuously for at least one year or on at least four separate occasions in the last three years; and c) has an adult head of household (or a minor head of household if no adult is present in the household) with a diagnosable substance use disorder, serious mental illness, developmental disability (as defined in section 102 of the Developmental Disabilities Assistance and Bill of Rights Act of 2000 (42 U.S.C. 15002), post-traumatic stress disorder, cognitive impairments resulting from a brain injury, or chronic physical illness or disability, including the co-occurrence of two or more of those conditions. Additionally, the statutory definition includes as chronically homeless a person who currently lives or resides in an institutional care facility, including a jail, substance abuse or mental health treatment facility, hospital or other similar facility, and has resided there for fewer than 90 days if such person met the other criteria for homeless prior to entering that facility. (See 42 U.S.C. 11360(2)) This does not include doubled-up or overcrowding situations. Disabling Condition: Evidencing a diagnosable substance use disorder, serious mental illness, developmental disability, chronic physical illness, or disability, including the co-occurrence of two or more of these conditions. In addition, a disabling condition may limit an individual’s ability to work or perform one or more activities of daily living. An HIV/AIDS diagnosis is considered a disabling condition. Facility-Based Housing Assistance: All eligible HOPWA Housing expenditures for or associated with supporting facilities including community residences, SRO dwellings, short-term facilities, project-based rental units, master leased units, and other housing facilities approved by HUD. Faith-Based Organization: Religious organizations of three types: (1) congregations; (2) national networks, which include national denominations, their social service arms (for example, Catholic Charities, Lutheran Social Services), and networks of related organizations (such as YMCA and YWCA); and (3) freestanding religious organizations, which are incorporated separately from congregations and national networks. Grassroots Organization: An organization headquartered in the local community where it provides services; has a social services budget of $300,000 or less annually, and six or fewer full-time equivalent employees. Local affiliates of national organizations are not considered “grassroots.” HOPWA Eligible Individual: The one (1) low-income person with HIV/AIDS who qualifies a household for HOPWA assistance. This person may be considered “Head of Household.” When the Performance Report asks for information on eligible individuals, report on this individual person only. Where there is more than one person with HIV/AIDS in the household, the additional PWH/A(s), would be considered a beneficiary(s). HOPWA Housing Information Services: Services dedicated to helping persons living with HIV/AIDS and their families to identify, locate, and acquire housing. This may also include fair housing counseling for eligible persons who may encounter discrimination based on race, color, religion, sex, age, national origin, familial status, or handicap/disability. HOPWA Housing Subsidy Assistance Total: The unduplicated number of households receiving housing subsidies (TBRA, STRMU, Permanent Housing Placement services and Master Leasing) and/or residing in units of facilities dedicated to persons living with HIV/AIDS and their families and supported with HOPWA funds during the operating year. Household: A single individual or a family composed of two or more persons for which household incomes are used to determine eligibility and for calculation of the resident rent payment. The term is used for collecting data on changes in income, changes in access to services, receipt of housing information services, and outcomes on achieving housing stability. Live-In Aides (see definition for Live-In Aide) and non-beneficiaries (e.g., a shared housing arrangement with a roommate) who resided in the unit are not reported in the Performance Report. Housing Stability: The degree to which the HOPWA project assisted beneficiaries to remain in stable housing during the operating year. Improved HIV Viral Load: A reduction in the load or volume of HIV present in the HOPWA eligible individual's blood at the end of the reporting period compared to the beginning of the reporting period. Most PLWHA who are engaged in medical care have routine laboratory tests. The HOPWA eligible individual's latest laboratory report can be used to determine viral load. In-kind Leveraged Resources: These are additional types of support provided to assist HOPWA beneficiaries such as volunteer services, materials, use of equipment and building space. The actual value of the support can be the contribution of professional services, based on customary rates for this specialized support, or actual costs contributed from other leveraged resources. In determining a rate for the contribution of volunteer time and services, use the criteria described in 2 CFR 200. The value of any donated material, equipment, building, or lease should be based on the fair market value at time of donation. Related documentation can be from recent bills of sales, advertised prices, appraisals, or other information for comparable property similarly situated. Leveraged Funds: The amount of funds expended during the operating year from non-HOPWA federal, state, local, and private sources by grantees or sponsors in dedicating assistance to this client population. Leveraged funds or other assistance are used directly in or in support of HOPWA program delivery. Live-In Aide: A person who resides with the HOPWA Eligible Individual and who meets the following criteria: (1) is essential to the care and well-being of the person; (2) is not obligated for the support of the person; and (3) would not be living in the unit except to provide the necessary supportive services. See Code of Federal Regulations Title 24 Part 5.403 and the HOPWA Grantee Oversight Resource Guide for additional reference. Master Leasing: Applies to a nonprofit or public agency that leases units of housing (scattered-sites or entire buildings) from a landlord and subleases the units to homeless or low-income tenants. By assuming the tenancy burden, the agency facilitates housing of clients who may not be able to maintain a lease on their own due to poor credit, evictions, or lack of sufficient income. Medically Assisted Living Facilities: HOPWA facility-based housing that assists residents with most or all activities of daily living, such as meals, bathing, dressing, and toileting. Regular medical care, supervision, and rehabilitation are also often available. Nonbinary: A gender other than singularly female or male. Operating Costs: Applies to facility-based housing only, for facilities that are currently open. Operating costs can include day-to-day housing function and operation costs like utilities, maintenance, equipment, insurance, security, furnishings, supplies and salary for staff costs directly related to the housing project but not staff costs for delivering services. Outcome: The degree to which the HOPWA assisted household has been enabled to establish or maintain a stable living environment in housing that is safe, decent, and sanitary, (per the regulations at 24 CFR 574.310(b)) and to reduce the risks of homelessness and improve access to HIV treatment and other health care and support. Output: The number of units of housing or households that receive HOPWA assistance during the operating year. Permanent Housing Placement: A supportive housing service that helps establish the household in the housing unit, including but not limited to reasonable costs for security deposits not to exceed two months of rent costs. Program Income: Gross income directly generated from the use of HOPWA funds, including repayments. See grant administration requirements on program income at 2 CFR 200.307. Project-Based Rental Assistance (PBRA): A rental subsidy program that is tied to specific facilities or units owned or controlled by a project sponsor. Assistance is tied directly to the properties and is not portable or transferable. Project Sponsor Organizations: Per HOPWA regulations at 24 CFR 574.3, any nonprofit organization or governmental housing agency that receives funds under a contract with the grantee to provide eligible housing and other support services or administrative services as defined in 24 CFR 574.300. Project Sponsor organizations are required to provide performance data on households served and funds expended. SAM: All organizations applying for a Federal award must have a valid registration active at sam.gov. SAM (System for Award Management) registration includes maintaining current information and providing a valid DUNS number. Short-Term Rent, Mortgage, and Utility (STRMU) Assistance: A time-limited, housing subsidy assistance designed to prevent homelessness and increase housing stability. Grantees may provide assistance for up to 21 weeks in any 52-week period. The amount of assistance varies per client depending on funds available, tenant need and program guidelines. Stewardship Units: Units developed with HOPWA, where HOPWA funds were used for acquisition, new construction and rehabilitation that no longer receive operating subsidies from HOPWA. Report information for the units is subject to the three-year use agreement if rehabilitation is non-substantial and to the ten-year use agreement if rehabilitation is substantial. Tenant-Based Rental Assistance (TBRA): TBRA is a rental subsidy program similar to the Housing Choice Voucher program that grantees can provide to help low-income households access affordable housing. The TBRA voucher is not tied to a specific unit, so tenants may move to a different unit without losing their assistance, subject to individual program rules. The subsidy amount is determined in part based on household income and rental costs associated with the tenant’s lease. Transgender: Transgender is defined as a person who identifies with, or presents as, a gender that is different from his/her gender assigned at birth VAWA Internal Emergency Transfers: Per 24 CFR 5.2005e, an emergency transfer under the VAWA protections refers to an emergency relocation of a tenant to another unit where the tenant would not be categorized as a new applicant; that is, the tenant may reside in the new unit without having to undergo an application process. VAWA External Emergency Transfers: Per 24 CFR 5.2005e, an emergency transfer under the VAWA protections refers to an emergency relocation of a tenant to another unit where the tenant would be categorized as a new applicant; that is, the tenant must undergo an application process in order to reside in the new unit. Veteran: A veteran is someone who has served on active duty in the Armed Forces of the United States. This does not include inactive military reserves or the National Guard unless the person was called up to active duty. Instructions for Completing the HOPWA Grantee Performance Report Workbook What is the HOPWA Grantee Performance Report Workbook? This data will be compiled by the HOPWA Formula or Competitive Grantee, as part of providing annual performance reporting to HUD. Who completes this form? Reminder: ANY entity that provides DIRECT HOPWA services - including the HOPWA Grantee - must also complete a separate HOPWA Sponsor Performance Report Workbook. What tabs should be completed for this report? EVERY GRANTEE USER should complete these tabs: •GRANTEE •CONTACT •Narrative Important Information: To ensure the integrity of this workbook, please to not DELETE or ALTER any rows, columns, tabs, or the NAME of the report. This workbook requires the entry of data only where applicable, with no other actions required. 1 Enter text in empty cells next to questions. 2 Enter numbers where the entry reads “0” and the answer is an amount. The workbook MUST be submitted in this Excel format. The Grantee will be unable to submit it to HUD if it has been converted to any other format, such as a Word or PDF file. HOPWA Grantee Performance Report Submission Instructions: HOPWA Annual Performance reporting is collected and submitted at both the Grantee and Project Sponsor levels. The Grantee will then: •Review all Sponsor Performance Report workbooks for accuracy and will request that the Project Sponsor correct any missing or incorrect information. •Collect all of the Grantee and Project Sponsor workbooks together. •Submit the collection of all separate workbook files in a single transmission to HOPWAReports@HUD.gov. •The entire collection of HOPWA workbook files is considered the Grantee's submission of annual performance reporting under its HOPWA grant agreement. •Grantees shall submit their annual Performance Report Workbook within 90 days of the completion of their operating (or Accomplishment) year. For assistance with this process, please submit a query to HOPWAReports@HUD.gov. Project Sponsors (and any Grantee that provides direct HOPWA activities) will complete a separate detailed annual report, called the "Sponsor Performance Report Workbook," with every Project Sponsor completing a workbook and submitting it to the Grantee. Once submitted, the Grantee will receive confirmation regarding the submitted files and may be contacted by HUD or a HUD contractor to confirm or correct reported information, as necessary. Grantees that used HOPWA funding for new construction, acquisition, or substantial rehabilitation of a building or structure are required to operate the building or structure for HOPWA-eligible beneficiaries for a ten (10) years period. If no further HOPWA funds are used to support the facility, in place of completing the "CAP DEV" tab in the Sponsor Performance Report workbook, the grantee must complete an Annual Report of Continued Project Operation throughout the required use periods found on the "STEWARD" tab of this workbook. The required use period is three (3) years if the rehabilitation is non-substantial. This workbook provides information at the Grantee Administration level, including grantee contact information, annual performance report narratives, and stewardship unit information. This workbook will be completed by the HOPWA Formula or Competitive Grantee ONLY. STEWARD: The Stewardship tab should only be completed if the Grantee is reporting on HOPWA Stewardship Units. HUD or a HUD contractor will provide HOPWA Grantees annually with an advance set of named Grantee and Project Sponsor files, based on Project Sponsor activity logged in HUD's IDIS system relative to the Grantee's Accomplishment Year on which it will be reporting. Grantees complete this high-level Grantee workbook covering: Grantee organizational information, Grantee contact information, a narrative of all activities provided by the Grantee and its Project Sponsors, and Stewardship Unit information, as applicable. Grantee Grant ID Sponsor(s)File ID Fresno FCA78422 S00776A_W 23145_182427 Question Responses For Competitive Grantees Only For Competitive Grantees only, what is the grant number? For Competitive Grantees only, which year (1, 2, or 3) of the grant does this report cover? Is the Competitive Grantee a nonprofit organization? Yes or No. Is the Competitive Grantee a grassroots organization? Yes or No. For Competitive Grantees only, how much was expended on an "Other Housing Activity" (as approved in the grant agreement)? For All HOPWA Grantees What is the name of the Grantee organization?City of Fresno What is the Grantee's Unique Entity Identifier (UEI)?ELPGKCJ7DJK7 What is the Employer ID Number (EIN) or Tax ID Number (TIN) of the Grantee? 94-6000338 For formula grantees only, are there any changes to your program year? Yes or No. No Note: HUD must be notified of consolidated program year changes at least two months before the date the program year would have ended if it had not been lengthened, or at least two months before the end of a proposed shortened program year. If yes above, what is the revised program start date? If yes above, what is the revised program end date? What is the street address of the Grantee's office? 2600 Fresno Street Fresno CA 93721 In what city is the Grantee's business address? 2600 Fresno Street Fresno CA 93721 In what county is the Grantee's business address? 2600 Fresno Street Fresno CA 93721 In what state is the Grantee's office located?California What is the zip code for the Grantee's business address?93721 What is the parent company of the Grantee (if applicable)? What department at the Grantee organization administers the grant?Planning and Development What is the Grantee organization's website address?www.fresno.gov What is the Facebook name or page of the Grantee?fresno.com/FresnoCA What is the Twitter handle of the Grantee?City of Fresno What are the cities of the primary service area of the Grantee?Fresno What are the counties of the primary service area of the Grantee?Fresno and Madera County What is the congressional district of the Grantee's business address? CA-16 What is the congressional district of the Grantee's primary service area? CA-16 CA-22 CA-21 CA-4 Is there a waiting list(s) for HOPWA Housing Subsidy Assistance Services in the Grantee service area? Yes or No. Yes Is the Grantee's System for Award Management (SAM) status currently active for this report? Yes or No. Yes What is the Grantee's SAM registration number for this report?ELPGKCJ7DJK7 Complete the chart below to provide more detailed information about the agencies and organizations responsible for the administration and implementation of the HOPWA program. GRANTEE SUMMARY Does the Grantee provide HOPWA-funded services directly to clients? Yes or No. No Does the Grantee take the allowable 3% Grantee Administration allowance? Yes or No. Yes How much was expended on Grantee Administration?26049.41 Narrative Questions Response - Maximum 4,000 characters for each question.Character Count Provide a maximum of 4,000 characters narrative summarizing major achievements and highlights that were proposed and completed during the program year. Include a brief description of the grant organization, area of service, the name(s) of the program contact(s), and an overview of the range/type of housing activities provided. This overview may be used for public information, including posting on HUD's website. During the respective reporting period, our program flourished in expanding our overall number of clients served by the program, as well as expanding our staff composition. We were able to add to our staff, two new roles; we have welcomed an Administrative Assistant and lead Case Manager to our HOPWA team. Both roles are instrumental to the general program flow and maintenance, helping to elevate the intensity of services and increase productivity across all programmatic domains Our program was also able to 1612 Assess your program's success in enabling HOPWA beneficiaries to establish and/or better maintain a stable living environment in housing that is safe, decent, and sanitary, and improve access to care. Compare current year results to baseline results for clients. Describe how program activities/projects contributed to meeting stated goals. If program did not achieve expected targets, please describe how your program plans to address challenges in program implementation and the steps currently being taken to achieve goals in next operating year. If your program exceeded program targets, please describe strategies the program utilized and how those contributed to program successes. This reporting period, our program either met or exceeded our projected goals. Our goal was to provide STRMU (short-term rental, mortgage, utility assistance) to 26 clients, where we were able to serve 89 families with this critical assistance. Related to tenant-based rental assistance (TBRA), our goal was to provide twenty families this assistance, where we achieved that goal, serving twenty households with this service. Our established goal was to identify sixty-six individuals meeting the criteria of being in the high-priority sub- populations of homeless individuals, where our program served 147 unduplicated households. Beyond the numerical representation here The Living Room has worked diligently in 1218 Describe significant accomplishments or challenges in achieving the number of housing units supported and the number households assisted with HOPWA funds during this operating year compared to plans for this assistance, as approved in the Consolidated Plan/Action Plan. Describe how HOPWA funds were distributed during your operating year among different categories of housing and geographic areas to address needs throughout the grant service area, consistent with approved plans. Our program has made significant accomplishments in serving our target population and their families. In the respective reporting period, we were able to increase the number of TBRA households served from 13 to 20 households, with several more identified to include in future reporting. Our most significant challenge with this service was identifying properties within the income thresholds of the voucher and identifying property management/private owners who were open to accepting the TBRA voucher program. 936 Report on program coordination with other mainstream housing and supportive services resources, including the use of committed leveraging from other public and private sources that helped to address needs for eligible persons identified in the Consolidated Plan/Strategic Plan. The Living Room collaborates closely with Fresno Housing Authorities (FHA), Fresno Madera Continuum of Care (FMCOC), and other WestCare Ca., Inc. housing partners to coordinate services, utilizing our partnerships to identify and serve clients. Through 772 Describe any program technical assistance needs and how they would benefit program beneficiaries. I do not believe TA is needed.30 Describe any barriers (including regulatory and non-regulatory) encountered in the administration or implementation of the HOPWA program, how they affected your program's ability to achieve the objectives and outcomes discussed, and, actions taken in response to barriers, and recommendations for program improvement. Provide an explanation for each barrier selected. Describe any trends in the community that may affect the way in which the needs of persons living with HIV/AIDS are being addressed, and provide any other information important to the future provision of services to this population. Identify any evaluations, studies, or other assessments of the HOPWA program that are available to the public. Many homeless individuals are reluctant to move into shelter for fear of losing their beloved pets. Most often we are talking about dogs, however on occasion, we have had a ferret, miniature pig, cats, feathered friends and various other “undocumented” service animals. We work with the participants to make sure the service pet is legal and with proper documents. Our case managers perform extensive work with landlords and tenants on negotiating solutions, avoiding evictions and being proactive with landlord engagement. 1255 There are sixty columns for facilities. If more columns are needed, please contact the HOPWA Validation Team. Question Facility 1 F ilit 2 F ilit 3 F ilit 4 F ilit 5 F ilit 6 F ilit 7 F ilit 8 F ilit 9 F ilit 10 F ilit 11 F ilit 12 F ilit 13 F ilit 14 F ilit 15 F ilit 16 F ilit 17 F ilit 18 F ilit 19 F ilit 20 F ilit 21 F ilit 22 F ilit 23 F ilit 24 F ilit 25 F ilit 26 F ilit 27 F ilit 28 F ilit 29 F ilit 30 F ilit 31 F ilit 32 F ilit 33 F ilit 34 F ilit 35 F ilit 36 F ilit 37 F ilit 38 F ilit 39 F ilit 40 F ilit 41 F ilit 42 F ilit 43 F ilit 44 F ilit 45 F ilit 46 F ilit 47 F ilit 48 F ilit 49 F ilit 50 F ilit 51 F ilit 52 F ilit 53 F ilit 54 F ilit 55 F ilit 56 F ilit 57 F ilit 58 F ilit 59 F ilit 60What is the name of the stewardship facility? What is the stewardship year (1 10) for this facility?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Wh t d t did th f ilit ti b i ? H HOPWA it t d i thi t d hi f ilit ?0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0What is the amount of non-HOPWA funds expended on the stewardship facilities? 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 What is the name of the authorized official that operates the facility?What is the name of the primary program contact at the facility? What is the email address of the primary program contact at the facility? What is the phone number of the primary program contact at the facility? TOTS ROW 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Complete the Annual Report of Continued Usage for HOPWA Facility-Based Stewardship Units, as defined in the Definitions, for EACH Stewardship Facility. Community Development Division Consolidated Annual Performance Evaluation Report (CAPER) September 14, 2023 Contents HUD CPD Programs & the CAPER Overview 2022-2023 Accomplishments •Affordable Housing •Homelessness •Community Services •Public Facilities & Public Improvements •Fair Housing HUD CPD Programs and the CAPER HUD Community Planning and Development Decent Housing Suitable Living Environment Economic Opportunities Before the Program Year City Divisions & Community Organizations HUD provides funds to the City CDBG ∙ HOME ∙ ESG ∙ HOPWA The City prepares its goals in an Annual Action Plan after consulting with residents The City approves project activities and provides funding for City departments and community organizations After the Program Year City Divisions & Community Organizations HUD accepts the CAPER, and the City continues to be eligible to receive funds The City prepares the CAPER, to tell HUD and residents how funds were used to meet the Annual Action Plan goals City divisions and sub-recipients report their accomplishments to the City 2022-2023 CAPER July 1, 2022 – June 30, 2023 Only actual activities and actual expenses recorded during this time frame are reported Many activities are multi-year projects, in which case their accomplishments will only be reported in the year they are completed 2022-2023 CAPER Expenditures Reported in the CAPER Source of Funds Amount Expended Community Development Block Grant (CDBG)$3,429,984 HOME Investment Partnerships (HOME)$137,688 Emergency Solutions Grant (ESG)$482,304 Housing Opportunities for people with AIDS/HIV (HOPWA)$487,518 Community Development Block Grant – Coronavirus (CDBG-CV)$4,429,107 2022-2023 CAPER Accomplishments Typically reported as the number of people assisted or the number of affordable housing units Presented according to which plan priority they supported •Affordable Housing •Homelessness •Community Services •Public Facilities and Public Improvements •Fair Housing 2022-2023 Accomplishments Priority: Affordable Housing Increase development, preservation, and rehabilitation of affordable housing for low-income and special needs households 2022-2023 Goal Expected Actual Homeowner Housing Added 2 0 Homeowner Housing Rehabilitated 15 48 Rental Units Constructed 22 11 New Affordable Rental Housing Affordable Housing Development Underway The Arthur at Blackstone 41 apartments Annadale Phase II Single-Family Project 22 homes Walnut/Florence/Plumas Single-Family Project 17 homes Barcus and Rialto Single-Family Housing 2 homes Sun Lodge 64 apartments Brand Haven Senior Housing Project 180 apartments 2022-2023 Consolidated Annual Performance Evaluation Report (CAPER) Affordable Housing Development Underway Housing Rehabilitation Senior Paint and Exterior Repair Program 16 completed Home Repair and Rehabilitation Program 16 completed Housing Rehabilitation/ Repair Program 7 completed Roof Program 9 completed 2022-2023 Consolidated Annual Performance Evaluation Report (CAPER) Priority: Homeless Prevention Provide assistance to those experiencing homelessness or are at-risk of experiencing homelessness 2022-2023 Goal Expected Actual Public Service Activities 601 2,837 Tenant-Based Rental Assistance/Rapid Rehousing 162 269 Overnight Shelter 0 2,464 Community Development Block Grant (CDBG) Domestic Violence Survivor Safe Housing 26 survivors assisted Community Development Block Grant – Coronavirus (CDBG-CV) Journey Home 509 people assisted Step Up at 99 827 people assisted Travel Inn 705 people assisted Tenant and Landlord Counseling 5 households assisted Emergency Solutions Grant (ESG) Homeless Prevention 56 people assisted Rapid Rehousing 108 people assisted Emergency Shelter 397 people assisted Street Outreach 1,736 people assisted HOME Investment Partnerships (HOME) HOME Tenant-Based Rental Assistance Program 16 people assisted Housing Opportunities for People with AIDS (HOPWA) Rapid Rehousing; Short-term Rent, Mortgage, and Utility Assistance; Tenant- Based Rental Assistance; or Housing through Short-term or Transitional Facilities 145 people assisted Supportive Services; Referral and Housing Services; or Non-Housing Services 1,040 people assisted Priority: Public Infrastructure and Facilities Provide public infrastructure and facilities improvements to strengthen neighborhood revitalization. 2022-2023 Goal Expected Actual Public Facility or Infrastructure Activities 2,545 70,685 Street Improvements Burroughs Elementary Neighborhood Street Reconstruction – Phase Two 20,170 people The Ivy – Annadale to Chester Neighborhood Street Improvements Project 3,665 people Street Improvements The Shields – Cedar – Dakota – Millbrook Street Reconstruction Project 15,755 people Street Improvements The Olive – Maple – Whitney – Chestnut Street Reconstruction Project 17,750 people Street Improvements The Maple – Gettysburg to Holland Street Reconstruction Project 10,590 people Street Improvements Additional Public Facilities and Public Improvements Underway •The Webster Community Canal Barricade •The Ericson Elementary Neighborhood Street Reconstruction •The Highway City Neighborhood Street Reconstruction •The Yosemite Middle School Complete Streets Design •Roberts and 10th Neighborhood Street Improvements Park Facilities Improvements Fink White Learner Pool 2,755 people Additional Park Facility Improvements Underway •Frank H. Ball ADA Improvements •Maxie L. Parks HVAC Design •Hinton Restroom and Field Lighting •JSK Victoria West Playground and Shade Structure •Dickey Playground Tot Lot Replacement •Fink-White Splash Park Priority: Community Services Provide assistance to low-income and special needs households. 2022-2023 Goal Expected Actual Public Service Activities 1,784 926 Businesses Assisted 30 32 Non-Profit Community Services Afterschool and Youth Programs 873 youth served Fair Housing Outreach Program 54 people served Non-Profit Community Services OASIS Adult Day Care Program 53 seniors served Business Visibility Initiative Microenterprise Program 32 microenterprise businesses served Priority: Fair Housing Recommended Activities to address Private & Public Sector Barriers Fair Housing Highlights •One Fresno Housing Strategy •Emergency Rent and Relocation Demonstration Program •Housing Element •Resources for Independence, Central Valley Fair Housing Program •Pro -housing designation Community Development Division View the CAPER at www.fresno.gov/housing City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1276 Agenda Date:9/14/2023 Agenda #: REPORT TO THE CITY COUNCIL FROM:JENNIFER CLARK, Director Planning and Development Department BY:ISRAEL TREJO, Planning Manager Planning and Development Department JOHN GEORGE, Planner III Planning and Development Department SUBJECT Consideration of an appeal filed regarding Vesting Tentative Tract Map No. 6366, Planned Development Permit Application No. P22-04877, and related Environmental Assessment No. T- 6366/P22-04877 for approximately 7.94 acres of property located on the west side of North Bliss Avenue between East Shields and East Princeton Avenues (Council District 7). 1. ADOPT Environmental Assessment No. T-6366/P22-04877 dated July 12, 2023, an Addendum to Environmental Assessment No. P22-01202, in accordance with Section 15164 of the California Environmental Quality Act (CEQA) Guidelines. 2. DENY the appeal and UPHOLD the action of the Planning Commission in the approval of Vesting Tentative Tract Map No. 6366 proposing to subdivide approximately 7.94 acres of the subject property into a 71-lot single-family residential development subject to the following: a. Development shall take place in accordance with the Conditions of Approval for Vesting Tentative Tract Map No. 6366 dated August 2, 2023. 3. DENY the appeal and UPHOLD the action of the Planning Commission in the approval of Planned Development Permit Application No. P22-04877 proposing to modify the RS-5 ( Single-Family Residential, Medium Density) zone district development standards to allow for a reduction in the garage setback, rear yard setback, garage to façade setback, minimum lot size, minimum lot depth, an increase in maximum lot coverage, and gated private streets subject to the following: a. Development shall take place in accordance with the Conditions of Approval for Planned Development Permit Application No. P22-04877 dated August 2, 2023. RECOMMENDATION Staff recommendations: 1. ADOPT Environmental Assessment No. T-6366/P22-04877 dated July 12, 2023, an Addendum to Environmental Assessment No. P22-01202, in accordance with Section 15164 of the California Environmental Quality Act (CEQA) Guidelines. 2. DENY the appeal and UPHOLD the action of the Planning Commission in the approval of City of Fresno Printed on 9/8/2023Page 1 of 10 powered by Legistar™ 9/14/2023 MOVED TO 9/28/2023 BY APPLICANT. NEW FILE ID 23-1357 File #:ID 23-1276 Agenda Date:9/14/2023 Agenda #: 2.DENY the appeal and UPHOLD the action of the Planning Commission in the approval of Vesting Tentative Tract Map No.6366 proposing to subdivide approximately 7.94 acres of the subject property into a 71-lot single-family residential development subject to the following: a.Development shall take place in accordance with the Conditions of Approval for Vesting Tentative Tract Map No. 6366 dated August 2, 2023. 3.DENY the appeal and UPHOLD the action of the Planning Commission in the approval of Planned Development Permit Application No.P22-04877 proposing to modify the RS-5 ( Single-Family Residential,Medium Density)zone district development standards to allow for a reduction in the garage setback,rear yard setback,garage to façade setback,minimum lot size,minimum lot depth,an increase in maximum lot coverage,and gated private streets subject to the following: a.Development shall take place in accordance with the Conditions of Approval for Planned Development Permit Application No. P22-04877 dated August 2, 2023. EXECUTIVE SUMMARY Giannetta Engineering,on behalf of Granville Homes,has filed Vesting Tentative Tract Map No.6366 pertaining to approximately 7.94 acres of property located on the west side of North Bliss Avenue between East Shields and East Princeton Avenues. Vesting Tentative Tract Map No.6366 proposes to subdivide the property into a 71-lot single-family residential subdivision with public streets at a density of 8.94 dwelling units per acre (du/ac). Planned Development Permit Application No.P22-04877 is a proposal to modify the RS-5 (Single- Family Residential,Medium Density)zone district development standards to allow for a reduction in the garage setback,rear yard setback,garage to façade setback,minimum lot size,minimum lot depth, an increase in maximum lot coverage, and gated private streets. The subject property is located within the boundaries of the Fresno General Plan and McLane Community Plan,and both plans designate the subject property for the Medium Density Residential (5 to 12 du/ac).Based upon the submitted subdivision design,Planned Development findings,and conditions of approval,the proposed subdivision can be found consistent with the Medium Density Residential planned land use for the subject property designated by both the Fresno General Plan and McLane Community Plan. Appeal of Fresno City Planning Commission Action On August 2,2023,the Planning Commission considered and approved the item with staff’s update on Conditions of Approval.The applicant spoke in opposition to the condition in the Public Works Department memorandum dated June 19,2023 (Community Facilities District (CFD))requiring annexation into CFD No.18 for funding police and fire safety/protection/suppression services.After a complete hearing,the Planning Commission denied the change to conditions requested by the applicant and approved the vesting tentative tract map,planned development,and related environmental assessment,6 votes to 0.The Planning Commission Resolutions (Exhibits L and M) City of Fresno Printed on 9/8/2023Page 2 of 10 powered by Legistar™ File #:ID 23-1276 Agenda Date:9/14/2023 Agenda #: are attached for more information. In response to the appeal by the applicant,the Planning Commission’s action is set aside,and a City Council public hearing is scheduled and noticed in accordance with Section 15-3314 of the Fresno Municipal Code. BACKGROUND The subject property is located on the west side of North Bliss Avenue between East Shields and East Princeton Avenues.The immediate surrounding area includes a vacant multi-family residential property and established single-family neighborhoods to the south,industrial buildings to the west, and an established single-family residential neighborhood to the east and north. Planned Development Planned Development Permit Application No.P22-04877 requests authorization to modify the minimum setback requirement as follows: ·Garage from 18 feet to 6 feet on lots 43, 44, 53, and 54. ·No setback requirement from garage to living façade on all lots. ·Rear yard setback from 10 feet to 5 feet on all lots. ·Maximum lot coverage from 60 percent to 61 percent on all lots In addition to the aforementioned setback reductions and lot coverage increase,the Planned Development Permit also requests authorization to reduce the minimum lot depth from 70 feet to 59 feet and the minimum lot size from 4,000 sq.ft.to 2,432 sq.ft.It should be noted that the requested one percent increase to the required 60 percent lot coverage shall only be allowed so long as it does not exceed any maximum requirements determined by the Fresno Metropolitan Flood Control District. The subject property is zoned RS-5 and is planned for Medium Density Residential uses.The proposed project is required to comply with the development standards within Section 15-903 of the Fresno Municipal Code (FMC),except for the required modifications through the Planned Development Permit. California Housing Shortage Since about 1970,California has been experiencing an increasing housing shortage,such that by 2018,California ranked 49th among the United States in housing units per resident.This shortage has been estimated to be 3-4 million housing units (20-30%of California's housing stock,14 million as of 2017).Experts say that California needs to double its current rate of housing production (85,000 units per year)to keep up with expected population growth and prevent prices from further increasing and needs to quadruple the current rate of housing production over the next 7 years for prices and rents to decline.Approval of the vesting tentative tract map would help contribute to fulfilling the housing needs of the region. Landscaping/Walls/Open Space An approximately 9,669 sq.ft.open space area is proposed at the northern boundary of the City of Fresno Printed on 9/8/2023Page 3 of 10 powered by Legistar™ File #:ID 23-1276 Agenda Date:9/14/2023 Agenda #: An approximately 9,669 sq.ft.open space area is proposed at the northern boundary of the proposed subdivision.The amount of open space provided within the tract map is 9,669 sq.ft.,which meets the minimum requirement of FMC Section 12-4.705.For 71 lots,the minimum requirement is 5,827 sq. ft. of open space. Public Services Public Utilities The Department of Public Utilities (DPU)has determined that adequate sanitary sewer and water services are available to serve the project site subject to implementation of the Fresno General Plan policies and the mitigation measures of the related Program Environmental Impact Report,and the construction and installation of public facilities and infrastructure in accordance with Department of Public Works standards, specifications, and policies. The nearest sanitary sewer main to serve the Project is an 8-inch sewer main located in North Bliss Avenue.For sanitary sewer service,all sanitary sewer mains shall be extended within the Project to provide service to each lot.The proposed project will also be required to provide payment of sewer connection charges. For water service,the nearest water main to serve the proposed project is a 12-inch water main located in North Bliss Avenue.Required infrastructure improvements and facilities include installation of water mains within the interior of the proposed subdivision,providing an adequate,reliable,and sustainable water supply for the project’s urban domestic and public safety consumptive purposes. Fresno Metropolitan Flood Control District According to the Fresno Metropolitan Flood Control District (“FMFCD”),the subject site is not located within a flood prone or hazard area.Permanent drainage service is available provided the developer can verify to the satisfaction of the City that runoff can be safely conveyed to the Master Plan inlet(s). Drainage from the site shall be directed to North Bliss Avenue. Fire Department The Fire Department offers a full range of services including fire prevention,suppression,emergency medical care,hazardous materials,urban search,and rescue response,as well as emergency preparedness planning and public education coordination within the Fresno City limits,in addition to having mutual aid agreements with the Fresno County Fire Protection District and the City of Clovis Fire Departments. Based on the conditions received from the Fire Department dated June 9,2023,the subject property will be served by Fire Station 10,which is located at 5545 East Aircorp Way (approximately 1.3 miles away). Streets and Access Points The Fresno General Plan designates East Shields Avenue and North Fowler Avenue as arterials,and North Bliss Avenue as a local street.The project will provide one direct access point on North Bliss Avenue via a gated entrance.The developer of this project will be required to dedicate and construct improvements along all major street frontages and on all interior local streets within the subdivision. Direct vehicular access will be relinquished along all major street frontages. City of Fresno Printed on 9/8/2023Page 4 of 10 powered by Legistar™ File #:ID 23-1276 Agenda Date:9/14/2023 Agenda #: The Public Works Department,Traffic Engineering Division has reviewed the proposed project and potential traffic-related impacts for the proposed application and has determined that the streets adjacent to and near the subject site will be able to accommodate the quantity and kind of traffic which may be potentially generated subject to the requirements stipulated within the memoranda from the Traffic Engineering Division dated June 19,2023 and June 30,2023.These requirements include:(1)Street Dedications and improvements,(including,but not limited to,construction of concrete curbs,gutters,pavement,underground street lighting systems);and (2)Payment of applicable impact fees (including,but not limited to,the Traffic Signal Mitigation Impact (TSMI)Fee, and the Fresno Major Street Impact (FMSI) Fee. Land Use Plans and Policies The project is consistent with the following Fresno General Plan goals and objectives related to land use and the urban form: ·Provide for a diversity of districts,neighborhoods,housing types (including affordable housing),residential densities,job opportunities,recreation,open space,and educational venues that appeal to a broad range of people throughout the city. ·Develop Complete Neighborhoods and districts with an efficient and diverse mix of residential densities,building types,and affordability which are designed to be healthy,attractive,and centered by schools,parks,and public and commercial services to provide a sense of place and that provide as many services as possible within walking distance. These goals contribute to the establishment of a comprehensive city-wide land use planning strategy to meet economic development objectives,achieve efficient and equitable use of resources and infrastructure,and create an attractive living environment in accordance with Objective LU-1 of the Fresno General Plan. Policy UF-1-a supports development projects that provide Fresno with a diversity of urban and suburban neighborhood opportunities. Policy UF-1-d further emphasizes provisions for a diversity and variation of building types, densities,and scale of development in order to reinforce the identity of individual neighborhoods,foster a variety of market-based options for living and working to suit a large range of income levels, and further affordable housing opportunities throughout the city. Objective LU-5 of the General Plan calls for a diverse housing stock that will support balanced urban growth and make efficient use of resources and public facilities. Policy LU-5-c promotes medium density residential uses to maximize efficient use of residential property through a wide range of densities. Policy LU-5-h supports housing that offers residents a range of amenities,including public and private open space,landscaping,and recreation facilities with direct access to commercial services, public transit, and community gathering spaces. City of Fresno Printed on 9/8/2023Page 5 of 10 powered by Legistar™ File #:ID 23-1276 Agenda Date:9/14/2023 Agenda #: Policy D-4-e promotes innovative lot designs and patterns to enhance community livability in residential neighborhoods through new zoning provisions,with flexible development standards. The defining characteristic of a Complete Neighborhood is a neighborhood that is mostly self- sufficient,walkable,and interconnected.It provides residents with most all they need on a daily basis nearby.In other words,a Complete Neighborhood anticipates and plans in advance all amenities needed in a neighborhood to ensure quality and lasting property values before the residential units are built instead of trying to piecemeal those amenities after the fact.This convenient and healthy lifestyle is the benefit of a Complete Neighborhood.While total self-sufficiency or even completeness is unlikely to be accomplished in each neighborhood,some of the defining characteristics of a Complete Neighborhood include parks and public schools within or near the neighborhood,public plaza/civic space,access to public transit,neighborhood-serving retail,and a range of employment opportunities. An approximate 9,669 sq.ft.open space area is proposed at the northern area of the proposed subdivision. Immediately north of the subject property is East Shields Avenue which provides a corridor for a variety of industrial and commercial retail uses west of the project site.The intersection of East Shields and North Fowler Avenues immediately northwest of the subject property provides access to Bus Route 45,which travels north along North Clovis Avenue,and west along East Ashlan Avenue ending at its intersection with North Polk Avenue. Also,west along East Shields Avenue approximately 0.20 miles west of the subject property,is Melody Park which provides a variety of recreational activities include a playground,basketball court, tennis court,and baseball field.The nearest schools to the subject property are Roger S.Oraze Elementary (approximately 0.6 miles northeast of the subject property)and Clovis East High School (approximately 2.20 miles northeast of the subject property). Therefore,it is staff’s opinion that the proposed project is consistent with respective general and community plan objectives and policies and will not conflict with any applicable land use plan,policy, or regulation of the City of Fresno. Council District Project Review Committee There is no Council District 7 Project Review Committee formed at this time. Notice of City Council Hearing The Planning and Development Department mailed notices of this City Council hearing to all surrounding property owners within 1000 feet of the subject property,pursuant to Section 15-5007 of the FMC (Exhibit G). ANALYSIS OF THE APPEAL LETTER An appeal letter was received in response to the Planning Commission approval of this project. (1)Below is an analysis of the issues raised in the appeal letter dated August 3,2023 (Exhibit MCity of Fresno Printed on 9/8/2023Page 6 of 10 powered by Legistar™ File #:ID 23-1276 Agenda Date:9/14/2023 Agenda #: (1)Below is an analysis of the issues raised in the appeal letter dated August 3,2023 (Exhibit M ). Issue #1:Annexation into Community Facilities District (CFD)No.18 is not appropriate because;(1)the project is projected to generate a positive net income for public safety via property taxes alone;(2)the fire/EMS needs will likely be less in this project,as evidenced by the inclusion of the latest fire suppression systems in homes,as well as the low number of existing calls for service in the project area (per the Fresno Fire Department “All Incidents,1/1/2023-6/8/2023”Heat Map); (3)and,this project is intended as a single-family,for-rent neighborhood. Imposing annexation into CFD No.18 on for-rent housing makes this housing more difficult to finance and build,which will both discourage for-rent projects and make them less affordable for future renters. Response: Under the City of Fresno Special Tax Financing Law,Chapter 8,Division 1, Article 3,of the Fresno Municipal Code (FMC),the City Council,as the legislative body for the Community Facilities Districts (CFD)and any annexations thereto,has the authority to establish a CFD and annex property to a CFD.On October 20,2022,the City Council adopted Council Resolution No.2022-235 with intent to establish CFD No.18.CFD No.18 provides the funding for the operation and reserves for police and fire safety/protection/suppression services. The requirement for properties to annex into CFD No.18 is applicable to projects on properties that have been incorporated into the City of Fresno since January 6,2003 (date of now expired Memorandum of Understanding between the County and City of Fresno).The subject property in question was annexed in 2007, thus it is subject to annexation into CFD No. 18. A fiscal analysis titled “Revised Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development”dated March 2023 has been attached to this report as Exhibit O.Said fiscal analysis,prepared by NBS relative to the creation of CFD No.18,found that an annual fee of $164 is appropriate for single-family residential development (per residence). ENVIRONMENTAL FINDINGS An environmental assessment was prepared for the project in accordance with the requirements of the California Environmental Quality Act (“CEQA”) Guidelines. Preparation of the environmental assessment necessitated a thorough review of the proposed project and relevant environmental issues and considered previously prepared environmental and technical studies pertinent to the Fresno General Plan Program Environmental Impact Report SCH No. 2019050005 (“PEIR”).These environmental and technical studies have examined projected sewage generation rates of planned urban uses,the capacity of existing sanitary sewer collection and treatment facilities,and optimum alternatives for increasing capacities;groundwater aquifer resource conditions;water supply production and distribution system capacities;traffic carrying capacity of the planned major street system;and student generation projections and school facility site locationCity of Fresno Printed on 9/8/2023Page 7 of 10 powered by Legistar™ File #:ID 23-1276 Agenda Date:9/14/2023 Agenda #: planned major street system;and student generation projections and school facility site location identification. A Negative Declaration was previously prepared for this project in accordance with the requirements of the California Environmental Quality Act (CEQA)Guidelines.This process included the distribution of requests for comment from other responsible or affected agencies and interested organizations. The approved Environmental Assessment No.P21-01202 dated July 21,2021,anticipated single- family residential uses at a density consistent with the Medium Density Residential planned land use designation.Environmental Assessment No.P21-01202 anticipated 72 single-family dwelling units. The addendum dated July 12,2023,proposes 71 single-family dwelling units,which is less intensive than 72 single-family dwelling units and is considered a minor technical change.Per Section 15164 of the CEQA Guidelines,the addendum will not introduce any new significant environmental effects or substantially increase the severity of previously identified environmental effects (Exhibit K). FRESNO MUNICIPAL CODE FINDINGS Based upon analysis of the applications,staff concludes that the required findings contained within Sections 15-5905 (Planned Development)and 15-3309 (Vesting Tentative Tract Map Findings)et seq. of the Fresno Municipal Code. These findings are attached as Exhibit F. GROUNDS FOR DENIAL OF TENTATIVE MAP The Subdivision Map Act (California Government Code §§66410,et seq.)provides that approval of a proposed subdivision map shall be denied if any of the following findings are made. 1.That the proposed map is not consistent with applicable general and specific plans as specified in Section 65451 of the SMA. 2.That the design or improvement of the proposed subdivision is not consistent with applicable general and specific plans. 3.That the site is not physically suitable for the type of development. 4.That the site is not physically suitable for the proposed density of development. 5.That the design of the subdivision or the proposed improvements are likely to cause substantial environmental damage or substantially and avoidably injure fish or wildlife or their habitat. 6.That the design of the subdivision or type of improvements is likely to cause serious public health problems. 7.That the design of the subdivision or the type of improvements will conflict with easements, acquired by the public at large,for access through or use of,property within the proposed subdivision.In this connection,the governing body may approve a map if it finds that alternate easements,for access of or use,will be provided,and that these will be substantially equivalent to ones previously acquired by the public.This subsection shall apply only to easements of record or to easements established by judgment of a court of competent jurisdiction and no authority is hereby granted to a legislative body to determine that the public City of Fresno Printed on 9/8/2023Page 8 of 10 powered by Legistar™ File #:ID 23-1276 Agenda Date:9/14/2023 Agenda #: jurisdiction and no authority is hereby granted to a legislative body to determine that the public at large has acquired easements for access through or use of property within the proposed subdivision. Staff has reviewed the proposed annexation,pre-zone,and vesting tentative tract map and has determined that none of the findings above apply to the project and,therefore,has recommended approval subject to the conditions of approval. LOCAL PREFERENCE Local preference was not considered because this project does not include a bid or award of a construction or service contract. FISCAL IMPACT Affirmative action by the Council will result in timely deliverance of the review and processing of the applications as is reasonably expected by the applicant.Prudent financial management is demonstrated by the expeditious completion of this land use application inasmuch as the applicant has paid to the City a fee for the processing of this application and that fee is,in turn,funding the respective operations of the Planning and Development Department. CONCLUSION The appropriateness of the proposed project has been examined with respect to its consistency with goals and policies of the Fresno General Plan and the McLane Community Plan;compliance with the provisions of the FMC;its compatibility with surrounding existing or proposed uses;and its avoidance or mitigation of potentially significant adverse environmental impacts.These factors have been evaluated as described above and by the accompanying environmental assessment and exhibits. The proposed project does not meet the findings for denial per the Subdivision Map Act (California Government Code 66400,et seq.)and staff concludes that the required findings contained within Section 15-3309 et seq.of the FMC can be made.Upon consideration of this evaluation,it can be concluded that the proposed projects are appropriate for the project site. ATTACHMENTS: Exhibit A - Vesting Tentative Tract Map 6366 [03-23-2023] Exhibit A-1 - Planned Development Site Plan [02-27-2023] Exhibit B - Operational Statement [12-07-2022] Exhibit C -Aerial Map Exhibit D - Vicinity Map Exhibit E - Fresno General Plan Land Use & Zoning Map Exhibit F - Fresno Municipal Code Findings Exhibit G - Public Hearing Notice Radius Map (1,000 feet) Exhibit H - Conditions of Approval for Vesting Tentative Tract Map 6366 [08-02-2023] City of Fresno Printed on 9/8/2023Page 9 of 10 powered by Legistar™ File #:ID 23-1276 Agenda Date:9/14/2023 Agenda #: Exhibit I - Conditions of Approval for Planned Development Permit P22-04877 [08-02-2023] Exhibit J - Comments & Requirements from Responsible Agencies Exhibit K - Environmental Assessment T-6366/P22-04877 [07-21-2023] Exhibit L - Planning Commission Resolution 13807 (Vesting Tentative Tract Map 6366) Exhibit M - Planning Commission Resolution 13808 (Planned Dev. Permit App. P22-04877) Exhibit N - Appeal Letter [08-03-2023] Exhibit O -Revised Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development [03-2023] City of Fresno Printed on 9/8/2023Page 10 of 10 powered by Legistar™ Exhibit A APPL. NO.____________EXHIBIT_________DATE________ PLANNING REVIEW BY_________________DATE_________ TRAFFIC ENG.________________________DATE_________ APPROVED BY_______________________ DATE_________ CITY OF FRESNO DARM DEPT T-6366 A 3/23/23 Exhibit A-1 APPL. NO.____________EXHIBIT_________DATE________ PLANNING REVIEW BY_________________DATE_________ TRAFFIC ENG.________________________DATE_________ APPROVED BY_______________________ DATE_________ CITY OF FRESNO DARM DEPT P22-04877 A 2/27/2023 Exhibit B Operational Statement Tentative Tract Map December 7, 2022 RE: Tract No. 6366 APN 574-120-30 Tentative Tract No. 6366 is a gated 71 lot single family residential subdivision with private streets. It is located on the West side of North Bliss Avenue between East Shields Avenue and East Princeton Avenue. The net area of the project is 7.94 acres and gross area is 8.46 acres for a density of 8.39 units per acre. The properties is zoned RS-5 with a General Plan land use designation of Medium Density Residential. The property consists of vacant land. The project is being submitted by Gary Giannetta of Giannetta Engineering on behalf of Granville Homes. Granville Homes representative will be Drew Phelps. Exhibit C E Shields Ave AERIAL MAP PLANNING AND DEVELOPMENT DEPARTMENT LEGEND Application Vesting Tentative Tract Map No. 6366 Planned Development Permit Application P23-04877 APN: 574-120-30 West Side of N Bliss Avenue between E Shields Avenue and E Princeton Avenue Zone District RS-5 (Single-Family Residential, Medium Density) Land Use Designation Medium Density Residential T-6366 Approximately 7.94 acres N Bliss Ave N Fowler Ave Exhibit D VICINITY MAP LEGEND T-6366 Approximately 7.94 acres E SHIELDS AVENUE N BLISS AVENUE N FOWLER AVENUE Exhibit E Zoning Map E SHIELDS AVE Zoning RS-3 (Residential Single-Family, Low Density) RS-4 (Residential Single-Family, Medium Low Density) RS-5 (Residential Multi-Family, Medium Density) NMX (Neighborhood Mixed) CC (Commercial – Community) I IL (Light Industrial) T-6366 N BLISS AVE N FOWLER AVE General Plan Land Use Map E SHIELDS AVE E Copper Ave Land Use Designation Low Density Residential Medium Density Residential Commercial – Community T-6366 Medium Low Density Residential Open Space – Park Employment-Office N BLISS AVE N FOWLER AVE Exhibit F FRESNO MUNICIPAL CODE FINDINGS VESTING TENTATIVE TRACT MAP NO. 6366 TENTATIVE TRACT MAP FINDINGS Section 15-3309 of the Fresno Municipal Code provides that the Review Authority (Planning Commission) for a tentative tract map may approve or conditionally approve a tentative tract map if it makes all of the following findings: Findings per Fresno Municipal Code Section 15-3309 A. Consistency. The proposed subdivision, together with the provisions for its design and improvement, is consistent with the General Plan, any applicable operative plan, adopted policies or guidelines, and the Municipal Code; and, Finding A: The project is consistent with the following Fresno General Plan goals and objectives related to land use and the urban form: • Provide for a diversity of districts, neighborhoods, housing types (including affordable housing), residential densities, job opportunities, rec reation, open space, and educational venues that appeal to a broad range of people throughout the city. • Develop Complete Neighborhoods and districts with an efficient and diverse mix of residential densities, building types, and affordability which are designed to be healthy, attractive, and centered by schools, parks, and public and commercial services to provide a sense of place and that provide as many services as possible within walking distance. These goals contribute to the establishment of a comp rehensive city-wide land use planning strategy to meet economic development objectives, achieve efficient and equitable use of resources and infrastructure, and create an attractive living environment in accordance with Objective LU-1 of the Fresno General Plan. Policy UF-1-a supports development projects that provide Fresno with a diversity of urban and suburban neighborhood opportunities. Policy UF-1-d further emphasizes provisions for a diversity and variation of building types, densities, and scale of development in order to reinforce the identity of individual neighborhoods, foster a variety of market -based options for living and working to suit a large range of income levels, and further affordable housing opportunities throughout the city. Objective LU-5 of the General Plan calls for a diverse housing stock that will support balanced urban growth and make efficient use of resources and public facilities. Policy LU-5-c promotes medium density residential uses to maximize efficient use of residential property through a wide range of densities. Policy LU-5-h supports housing that offers residents a range of amenities, including public and private open space, landscaping, and recreation facilities with direct access to commercial services, public transit, and community gathering spaces. Policy D-4-e promotes innovative lot designs and patterns to enhance community livability in residential neighborhoods through new zoning provisions, with flexible development standards. The defining characteristic of a Complete Neighborhood is a neighborhood that is mostly self-sufficient, walkable, and interconnected. It provides residents with most all they need on a daily basis nearby. In other words, a Complete Neighborhood anticipates and plans in advance all amenities needed in a neighborhood to ensure quality and lasting property values before the residential units are built instead of trying to piecemeal those amenities after the fact. This convenient and healthy lifestyle is the benefit of a Complete Neighborhood. While total self-sufficiency or even completeness is unlikely to be accomplished in each neighborhood, some of the defining characteristics of a Complete Neighborhood include parks and public schools within or near the neighborhood, public plaza/civic space, access to public transit, neighborhood-serving retail, and a range of employment opportunities. An approximate 9,669 sq. ft. open space area is proposed at the northern area of the proposed subdivision. Immediately north of the subject property is East Shields Avenue which provides a corridor for a variety of industrial and commercial retail uses west of the project site. The intersection of East Shields and North Fowler Avenues immediately northwest of the subject property provides access to Bus Route 45, which travels north along North Clovis Avenue, and west along East Ashlan Avenue ending at its intersection with North Polk Avenue. Also, west along East Shields Avenue approximately 0.20 miles west of the subject property, is Melody Park which provides a variety of recreational activities include a playground, basketball court, tennis court, and baseball field. The nearest schools to the subject property are Roger S. Oraze Elementary (approximately 0.6 miles northeast of the subject property) and Clovis East High School (approximately 2.20 miles northeast of the subject property). Therefore, it is staff’s opinion that the proposed project is consistent with respective general and community plan objectives and policies and will not conflict with any applicable land use plan, policy or regulation of the City of Fresno. B. Passive and Natural Heating and Cooling. The proposed subdivision provides, to the extent feasible, for future passive or natural heating or cooling opportunities in the subdivision; and, Finding B: As proposed, to the extent feasible, the proposed subdiv ision will provide for future passive or natural heating or cooling opportunities by maximizing northerly-southerly facing lots (84% of the lots facing northerly-southerly). C. Availability of Water. Water will be available and sufficient to serve a proposed subdivision with more than 500 dwelling units in accordance with the Subdivision Map Act (Section 66473.7); and, Finding C: The project consists of a 71-lot residential subdivision/development. Therefore, a water supply assessment is not required. The Department of Public Utilities, Water Division has reviewed the proposed project and has determined that compliance with the City’s requirements and/or restrictions for water service will provide an adequate, reliable, and sustainable water supply for the project’s urban domestic and public safety consumptive purposes. D. Infrastructure Capacity. There exists sufficient infrastructure capacity for water, runoff, storm water, wastewater, and solid waste systems to serve the proposed subdivision; and, Finding D: The project was reviewed by appropriate partner agencies and it was determined that there is sufficient infrastructure capacity for water, runoff, storm water, wastewater, and solid waste systems to serve the proposed subdivision, subject to compliance with conditions of approval dated August 2, 2023. E. Compliance with Floodplain Regulations. The proposed subdivision is compliant with the City of Fresno Floodplain Management Ordinance and the State of California Code of Regulations Title 23, as well as any other applicable State or federal laws. Finding E: The proposed project site is not located within a designated floodplain or floodway. PLANNED DEVELOPMENT FINDINGS A Planned Development shall only be approved if all of the following findings are made: Findings per Fresno Municipal Code Section 15-5905 A. The proposed development is consistent with the General Plan, any applicable operative plan, and adopted policies, including the density and intensity limitations that apply; and, Finding A: The project is consistent with the following Fresno General Plan goals and objectives related to land use and the urban form: • Provide for a diversity of districts, neighborhoods, housing types (including affordable housing), residential densities, job opportunities, recreation, open space, and educational venues that appeal to a broad range of people throughout the city. • Develop Complete Neighborhoods and districts with an efficient and diverse mix of residential densities, building types, and affordability which are designed to be healthy, attractive, and centered by schools, parks, and public and commercial services to provide a sense of place and that provide as many services as possible within walking distance. These goals contribute to the establishment of a comprehensive city -wide land use planning strategy to meet economic development objectives, achieve efficient and equitable use of resources and infrastructure, and create an attractive living environment in accordance with Objective LU-1 of the Fresno General Plan. Policy UF-1-a supports development projects that provide Fresno with a diversity of urban and suburban neighborhood opportunities. Policy UF-1-d further emphasizes provisions for a diversity and variation of building types, densities, and scale of development in order to reinforce the identity of individual neighborhoods, foster a variety of market -based options for living and working to suit a large range of income levels, and further affordable housing opportunities throughout the city. Objective LU-5 of the General Plan calls for a diverse housing stock that will support balanced urban growth and make efficient use of resources and public facilities. Policy LU-5-c promotes medium density residential uses to maximize efficient use of residential property through a wide range of densities. Policy LU-5-h supports housing that offers residents a range of amenities, includ ing public and private open space, landscaping, and recreation facilities with direct access to commercial services, public transit, and community gathering spaces. Policy D-4-e promotes innovative lot designs and patterns to enhance community livability in residential neighborhoods through new zoning provisions, with flexible development standards. The defining characteristic of a Complete Neighborhood is a neighborhood that is mostly self-sufficient, walkable, and interconnected. It provides residents w ith most all they need on a daily basis nearby. In other words, a Complete Neighborhood anticipates and plans in advance all amenities needed in a neighborhood to ensure quality and lasting property values before the residential units are built instead of trying to piecemeal those amenities after the fact. This convenient and healthy lifestyle is the benefit of a Complete Neighborhood. While total self-sufficiency or even completeness is unlikely to be accomplished in each neighborhood, some of the defining characteristics of a Complete Neighborhood include parks and public schools within or near the neighborhood, public plaza/civic space, access to public transit, neighborhood-serving retail, and a range of employment opportunities. An approximate 9,669 sq. ft. open space area is proposed at the northern area of the proposed subdivision. Immediately north of the subject property is East Shields Avenue which provides a corridor for a variety of industrial and commercial retail uses west of the project site. The intersection of East Shields and North Fowler Avenues immediately northwest of the subject property provides access to Bus Route 45, which travels north along North Clovis Avenue, and west along East Ashlan Avenue ending at its intersection with North Polk Avenue. Also, west along East Shields Avenue approximately 0.20 miles west of the subject property, is Melody Park which provides a variety of recreational activities include a playground, basketball court, tennis court, and baseball field. The nearest schools to the subject property are Roger S. Oraze Elementary (approximately 0.6 miles northeast of the subject property) and Clovis East High School (approximately 2.20 miles northeast of the subject property). Therefore, it is staff’s opinion that the proposed project is consistent with respective general and community plan objectives and policies and will not conflict with any applicable land use plan, policy or regulation of the City of Fresno. B. The subject site is physically suitable for the type and intensity of the land use being proposed; and, Finding B: The Fresno General Plan classifies the subject property as Medium Density Residential (5-12 dwelling units per acre) and the project is proposing a density of 8.94 du/ac, which is consistent with the planned land use and zoning of the property. The proposed use is also consistent with the surrounding uses, which is vastly comprised of single-family residential planned land uses. C. Adequate transportation facilities, utilities, and public services exist or will be provided, in accord with the conditions of PD approval, to serve the proposed development; and the approval of the proposed development will not result in a reduction of public services so as to be a detriment to public health, safety, or welfare; and, Finding C: The project fronts onto North Bliss Avenue, which is a local street. There are currently FAX bus facilities serving the site along East Shields and North Fowler Avenues. The project was routed to both the Fire Department and the Department of Public Utilities and has been appropriately conditioned to provide services to the project, as well as ensure there will be no negative impacts or a reduction of public services which would result in a detriment to public health, safety or welfare. D. The proposed development will not have a substantial adverse effect on surrounding land uses and will be compatible with the existing and planned land use character of the surrounding area; and, Finding D: Planning and Development Department staff have determined that the proposed use will not have a substantial adverse effect on surrounding land residential uses if developed in accordance with the various conditions and requirements established through the related vesting tentative tract map application review and planned development application review process. The proposed project is gated and a 6-foot masonry block wall will be constructed around the boundary of the proposed subdivision to provide separation from the existing surrounding commercial development. E. The proposed development is demonstratively superior to the development that could occur under the standards applicable to the underlying base district, and will achieve superior community design, environmental preservation, and/or substantial public benefit. In making this determination, the following factors should be considered: 1. Appropriateness of the use(s) at the proposed location. 2. The mix of uses, housing types, and housing price levels. 3. Provision of infrastructure improvements. 4. Provision of open space. For example, a greater amount of open space than would otherwise be provided under the strict application of this code. 5. Connectivity to public trails, schools, etc. 6. Compatibility of uses within the development area. 7. Creativity in design and use of land. 8. Quality of design, and adequacy of light and air to the interior spaces of the buildings. 9. Overall contribution to the enhancement of neighborhood character and to the built and natural environment of Fresno in the long term. Finding E: The subject property is planned and zoned for single -family residential uses. The planned development gives the prospective homebuyers the option of purchasing a smaller lot mainstream type of home with less annual expense on yard maintenance and water consumption. Private gated entrances provide for additional security for the homebuyer and create a more varied mix of residential uses for the immediate area. All required infrastructure improvements will be constructed by the project applicant. Overall, the project positively contributes to the enhancement of the neighborhood character and to the built and natural environment providing for additional private single-family residential development options for the neighborhood. The planned development helps provide for a larger mix of housing and home types to ensure a more affordable community that appeals to a wider variety of homebuyer needs. In the long term, the proposed development will be compatible with the surrounding existing and planned land uses in the area. Based upon the plans and information submitted by the applicant and the recommended conditions of project approval, staff has determined that all of the findings above can be made. Exhibit G FRESNO CITY PLANNING COMMISSION Date/Time: Wednesday, August 2, 2023 at 6:00 p.m. or thereafter Place: City Hall Council Chamber, 2nd Floor, 2600 Fresno Street, Fresno, CA 93721; or, watch the live broadcast via the Zoom link located on the Planning Commission agenda found here: https://fresno.legistar.com/Calendar.aspx CITY OF FRESNO PLANNING AND DEVELOPMENT DEPARTMENT VESTING TENTATIVE TRACT MAP NO. 6366, PLANNED DEVELOPMENT PERMIT APPLICATION NO. P22-04877,AND RELATED ENVIRONMENTAL ASSESSMENT NOTICE IS HEREBY GIVEN that the Fresno City Planning Commission, in accordance with Sections 65090 and 65091 (Planning and Zoning Law) of the Government Code and in accordance with the procedures of Article 50, Chapter 15, of the Fresno Municipal Code (FMC), will conduct a public hearing to consider the items below, filed by Gary Giannetta on behalf of Granville Homes, pertaining t o an approximately 7.94 acre parcel of property located at 2920 North Fowler Avenue, on the west side of Bliss Avenue between East Shields and East Princeton Avenues: 1. Environmental Assessment No. T-6366/P22-04877: An addendum to Environmental Assessment No. P21-01202, in accordance with Section 15164 of the California Environmental Quality Act Guidelines. 2. Vesting Tentative Tract Map 6366 /UGM: A request for authorization to subdivide approximately 7.94 acres of property for purposes of creating a 71-lot single family residential development, subject to compliance with the Conditions of Approval dated August 2, 2023. 3. Planned Development Permit Application No. P22 -04877: A request for authorization to modify the RS-5 zone district development standards to allow for a reduction in the garage setback, rear yard setback, garage to façade setback, minimum lot size, minimum lot depth, an increase in maximum lot coverage, and gated private streets. Any interested person may also participate electronically during the public hearing to speak in favor or against the project proposal, by either Zoom meeting or telephone with instructions provided on the Planning Commission Agenda, and present written tes timony at least 24 hours in advance, via an eComment or by email to PublicCommentsPlanning@fresno.gov (cc John.George@fresno.gov). All documents submitted to the Planning Commission for its consideration prior to or at the hearing shall be submitted to the Planning Commission at least 24 hours prior to the Commission agenda item being heard, pursuant to the Planning Commission rules and procedures, or they may be excluded from the administrative record of proceedings. If you challenge the above applications in court, you may be limited to raising only those issues, you, or someone else, raised at the public hearing described in this notice, or in written correspondence delivered to the Development Services Division of the Planning and Development Department and/or Planning Commission at, or prior to, the public hearing. The Planning Co mmission action on the proposed Development Permit and Environmental Assessment will be final unless appealed to the City Council. NOTE: This public hearing notice is being sent to surrounding property owners within 1,000 feet of the project site pursuant to the requirements of FMC Section 15-5007. All documents related to this project are available for public review at the Planning a nd Development Department at the address listed below or electronic copies may be requested by contacting the Planner at the number listed below. Documents are available for viewing at City Hall during normal business hours (Monday-Friday, 8 a.m.-5 p.m.) by appointment only. Please contact the Planner listed below via e-mail or by phone to request electronic copies or schedule an appointment to view documents. For additional information, contact John George, Planning and Development Department, by telephone at (559) 621-8073, or via e-mail at John.George@fresno.gov. Si necesita información en Español, comuníquese con Jose Valenzuela al teléfono (559) 621 -8070. PLANNING AND DEVELOPMENT DEPARTMENT Jennifer K. Clark, AICP, HDFP, Director Dated: July 21, 2023 Assessor’s Parcel No(s). 574-120-30 SEE MAP ON REVERSE SIDE Planning and Development Department 2600 Fresno Street, Room 3043 · Fresno, CA 93721 · Phone (559) 621-8277 John George PLANNING AND DEVELOPMENT DEPARTMENT 2600 FRESNO STREET, ROOM 3043 FRESNO, CA 93721 THIS IS A LEGAL NOTICE REGARDING 2920 N Fowler Avenue T-6366 (P22-03194) and P22-04877 V ICINITY M AP Project Area T-6366 Approximately 7.94 acres Exhibit H All vesting tentative maps are subject to the applicable provisions of the State Subdivision Map Act, Fresno Municipal Code, City policies, and City of Fresno Standard Specifications. The following specific conditions are applicable to this vesting tentative tract map. NOTICE TO PROJECT APPLICANT In accordance with the provisions of Government Code §66020(d)(1), the imposition of fees, dedications, reservations or exactions for this project are subject to protest by the project applicant at the time of approval or conditional approval of the development or within 90 days after the date of the imposition of the fees, dedications, reservations or exactions imposed on the development project. GENERAL CONDITIONS 1. Upon conditional approval of Vesting Tentative Tract Map No. 6366, a 71-lot single- family residential subdivision dated March 23, 2023, the subdivider may prepare a Final Map in accordance with the approved vesting tentative map and Planned Development Permit Application No. P22-04877 which establishes a planned development for the subject property. 2. The subdivider shall comply with Regulation VIII and Rule 8060 of the San Joaquin Valley Air Quality Pollution Control District for the control of particulate matter and fugitive dust during construction of this project. 3. Submit grading plans and a soils report to the City of Fresno Planning and Development Department, Development Services Division for verification prior to Final Map approval. Grading plans shall indicate the location of any required walls and indicate the proposed width of required landscape easements or strips. Approval of the grading plan is required prior to Final Map approval. 4. At the time of Final Map submittal, the subdivider shall submit engineered construction plans to the City of Fresno Public Works, Public Utilities, and Planning and Development Departments for grading, public sanitary sewer system, public water system, street lighting system, public streets, and storm drainage, including CITY OF FRESNO PLANNING AND DEVELOPMENT DEPARTMENT CONDITIONS OF APPROVAL AUGUST 2, 2023 VESTING TENTATIVE TRACT MAP NO. 6366 “A PLANNED DEVELOPMENT” Located on the west side of North Bliss Avenue between East Shields and East Princeton Avenues Conditions of Approval Vesting Tentative Tract Map No. 6366 August 2, 2023 Page 2 other technical reports and engineered plans as necessary to construct the required public improvements and work and applicable processing fees. 5. All plans for on-site and off-site improvements included in the Conditions of Approval shall be submitted prior to the final map being processed for recordation. 6. Public utilities easements, as necessary, shall be shown on the Final Map and dedicated to the City of Fresno. Public utility easements beyond the limits of the Final Map, but required as a condition of development, shall be acquired at the subdivider’s cost and shall be dedicated by separate instrument at the time of Final Map approval. The relocation of existing utilities necessitated by the required public improvements shall be paid for by the subdivider. The subdivider is responsible to contact the appropriate utility company for information. 7. Comply with the conditions, policies and standards set forth in the City of Fresno, Municipal Code, Article 10, Chapter 12, “Subdivision of Real Property;” Resolution No. 68-187, “City Policy with Respect to Subdivisions;” and City of Fresno Standard Specifications, 2002 Edition, and any amendments thereto. 8. The developer/owner shall pay applicable fees for, but not limited to, plan checks for street improvements and other grading and construction; street trees, street signs, water and sewer service, and inspections in accordance with the City of Fresno Master Fee Schedule (City Resolution No. 79-606 and No. 80-420) and any amendments, modifications, or additions thereto; and in accordance with the requirements of State law as related to vesting tentative maps. 9. The subdivider shall furnish to the City acceptable security to guarantee the construction of the off-site street improvements in accordance with all applicable provisions of the Fresno Municipal Code (FMC) and the State Subdivision Map Act. The subdivider shall complete all the public improvements prior to the approval of the Final Map by the City. If, at the time of Final Map approval, any public improvements have not been completed and accepted in accordance with the standards of the City, the subdivider may elect to enter into an agreement with the City to thereafter guarantee the completion of the improvements. 10. As a condition of Final Map approval, the subdivider shall furnish to the City a subdivision guarantee listing all parties having any right, title or interest and the nature of their interest per State law. 11. Vesting Tentative Tract Map No. 6366 is subject to approval of related Planned Development Permit Application No. P22-04877. 12. Planned Development Permit Application No. P22-04877, filed to establish a 71- lot planned development shall be approved prior to final map approval. Conditions of Approval Vesting Tentative Tract Map No. 6366 August 2, 2023 Page 3 MITIGATION MEASURES 13. Vesting Tentative Tract Map No. 6366 dated March 23, 2023 is subject to compliance with the mitigation measures established by the adoption of the Negative Declaration prepared for Environmental Assessment No. P21-01202 dated July 23, 2021. GENERAL INFORMATION 14. When the grading plan establishes a top of slope beyond the required landscape easement noted and the construction of the required wall is to be established coincident with the top of slope, then the required minimum easement wi dth shall be expanded to include the full landscaped area up to the wall location . 15. The long-term maintenance of all the items listed below is the ultimate responsibility of the owner/developer. a) The property owner shall be responsible for providing for the maintenance of all landscaping and hardscaping located within proposed Outlots associated with the proposed project. b) The property owner shall be responsible for providing for the maintenance of all landscaping and hardscaping located in any entry median island or traffic medians located within the project. c) The property owner shall be responsible for providing for the maintenance of the curbs and gutters, valley gutter, sidewalks, street lights and street signage within any local public street rights-of-way associated with the project. d) The property owner shall be responsible for providing for the maintenance of all street trees within any local public street rights -of-way associated with the project. 16. Maintenance of the required landscape easements, streets, curbs and gutters, sidewalks, medians, and street furniture may be the responsibility of the City’s Community Facilities District. Contact the Public Works Department, Engineering Services Division, at 559-621-8695 for information regarding the City’s Community Facilities District. The property owners may petition the City for annexation to the City’s Community Facilities District prior to Final Map approval. 17. If the developer/subdivider elects to petition for annexation into the City’s Community Facilities District, the subdivider/owner shall be required to provide the City of Fresno, Department of Public Works, with copies of signed acknowledgments from each purchaser of a lot within the subdivision, attesting to the purchasers understanding that the lot will have an annual maintenance Conditions of Approval Vesting Tentative Tract Map No. 6366 August 2, 2023 Page 4 assessment and that he/she is aware of the estimated amount of the assessment. The subdivider/owner shall execute and record a covenant on each lot providing notice that the subject property is subject to annual payment of the Community Facilities District assessment. 18. Should the City Council not approve the annexation of any or all of the maintenance items listed above, then the property owner/subdivider shall create a homeowners association for the maintenance of these items and proposed private streets, utilities, and walls/gates. The proposed Declaration of Covenants, Conditions, and Restrictions (CC&Rs) and the proposed instruments for the homeowners association shall be submitted to the Planning and Development Department for review two weeks prior to Final Map approval. Said documents shall be recorded with the Final Map or alternatively submit recorded documents or documents for recording prior to final acceptance of subdivision improvements. Said documents shall include assignment of responsibility to the homeowners association for landscaping and other provisions as stated in the Planning and Development Department Guidelines for preparation of CC&Rs dated January 11, 1985. 19. The proposed landscape and pedestrian easements along the major and local street frontages and entryways of the subdivision shall be identified as Outlots to be dedicated to the City of Fresno, in fee, for public landscape, pedestrian and utility purposes on the Final Map. The City Engineer may discretionarily require modification to other public easements proposed when/where such easements are preferred to be identified as Outlots to be dedicated to the City, in fee. Walls/Fences/Landscaping 20. Provide and dedicate minimum 10-foot outlots for public private landscape purposes (and irrigation system) along the rear (eastern) property lines of all lots with frontage along North Bliss Avenue (lots 1 through 13). The 10 -foot wide outlots shall be located adjacent to the “sidewalk pattern” within the adjacent public street rights-of-way and shall incorporate street trees to shade the adjacent sidewalks in accordance with Public Works standards, specifications, and policies. 21. The proposed 10-foot wide landscape easements along North Bliss Avenue shall be identified as Outlots to be dedicated to the City of Fresno, in fee, for public private landscape (and irrigation system) and utility purposes on the Final Map. The City Engineer may discretionarily require modification to other public easements proposed when/where such easements are preferred to be identified as Outlots to be dedicated to the City, in fee. 22. Provide and dedicate an outlot (“Outlot A”) for private street and utility purposes as depicted on Vesting Tentative Tract Map No. 6366 dated March 23, 2023. Conditions of Approval Vesting Tentative Tract Map No. 6366 August 2, 2023 Page 5 Provide and dedicate an outlot (“Outlot B”) for private common open space as depicted on Vesting Tentative Tract Map No. 6366 dated March 23, 2023. 23. Construct a minimum 6-foot decorative solid masonry wall (at finished grade of proposed site) pursuant to the solid wall requirements of Section 15 -2006 of the FMC. The decorative wall shall be located along the entirety of the subdivision boundary, including along North Bliss Avenue, excepting openings for private entry and emergency vehicle access gates. Said wall shall be depicted on the related site plan exhibit(s). 24. Landscaping, which is compliant with the City of Fresno “Anti-Graffiti Landscaped Buffer Development and Planting Standards,” shall be required adja cent to all required walls or fences that are accessible to the public and shall be maintained in accordance with the Maintenance Obligations stipulated herein below; or, in a manner which provides appropriate security and is deemed acceptable to both the City of Fresno Planning and Development and Public Works Departments. 25. Provide a corner cut-off area at all street intersections in accordance with the requirements of the Fresno Municipal Code. Corner cut-offs are established to provide an unobstructed view for vehicular and pedestrian traffic approaching an intersection. They are a triangular area formed by the property lines and a diagonal line adjoining points on the property lines, measured a specific distance from the point of their intersection. 26. All proposed/required landscape easements, open space areas, pedestrian connection entryways, pathways and/or private on -site landscaping for street tree purposes shall be improved in accordance with landscape improvement plans, which are to be submitted to the Planning and Development and Public Works Departments for review and approval prior to Final Map approval. • NOTE: Lighting and fence/wall details for any proposed/required open space areas or pedestrian connections shall be provided with the submittal of landscape improvement plans. a) Any proposed improvements within Pacific Gas & Electric (PG&E) or Fresno Irrigation District (FID) easement areas will require approval by the respective service provider/district agency prior to approval or acceptance by the City of Fresno. i) Easement Encroachment Applications and/or Agreements will be required as dictated by the respective service provider/district agency and will be required to be executed prior to issuance of permits for improvements. PROPERTY DEVELOPMENT STANDARDS Conditions of Approval Vesting Tentative Tract Map No. 6366 August 2, 2023 Page 6 27. Development of the subject property shall comply with all development standards of the RS-5 zone district and FMC Section 15-903, 15-904, and 15-905; and, all applicable requirements of the Fresno Municipal Code, unless otherwise specified in Exhibit A-1 dated February 27, 2023. a) Development of the subject property shall comply with the approved Exhibit A - 1 dated February 27, 2023. b) Garage setbacks for lots 43, 44, 53 and 54 shall be a minimum of six feet from back of sidewalk or curb. c) There shall be no garage to façade setback requirement. d) Rear yard setbacks shall be a minimum of 5 feet. e) Maximum lot coverage shall not exceed 61 percent. Additionally, lot coverage shall comply with the requirements of the Fresno Metropolitan Flood Control District. Street Names 28. The subdivider shall comply with all provisions and requirements contained within Article 62, Chapter 15 of the Fresno Municipal Code related to Street Names and Addressing. The following street names shown on “Exhibit A” of Vesting Tentative Tract Map No. 6366 dated March 23, 2023 will be required to be modified and correct street names verified, respectively prior to recordation of a Final Map(s): To be revised/modified: North A, B, and C Drives, and East D and E Drives to be provided by the Applicant and approved by the Planning and Development Department. Existing street names/alignments will be used in the naming of streets as required by the Development Code. • NOTE: For purposes of these conditions of approval or mitigation measures for the proposed project, any reference to the former street name shall be applicable to the latter street name to which the street name shall be changed. INFORMATION 29. Prior to the issuance of building permits for the subdivision, school construction fees shall be paid to the Clovis Unified School District in accordance with the school district’s adopted schedule of fees. Conditions of Approval Vesting Tentative Tract Map No. 6366 August 2, 2023 Page 7 30. Contact the United States Postal Service for the location and type of mailboxes to be installed in this subdivision. a) It is recommended that at least 6 months prior to the first occupancy, the Developer shall contact the local United States Postal Service representative to complete a Mode of Delivery Agreement for New Construction. The Mod e of Delivery Agreement must have a District approval signature to be valid. In addition to completing the Agreement, the Developer shall provide a final map (with address details) to the local USPS representative. The Developer shall, at their own expense, procure, construct and install all mail receptacle facilities for each location as specified and approved by the USPS. 31. Pursuant to Section 66456.1 of the Subdivision Map Act, which states “The right of the subdivider to file multiple Final Maps shall not limit the authority of the local agency to impose reasonable conditions relating to the filing of multiple Final Maps,” multiple final maps filed by the subdivider on this tract shall fully and independently conform to all provisions of Fresno Municipa l Code Chapter 12, Article 10, Subdivision of Real Property. 32. The developer/owner shall obtain any and all permits required for the removal or demolition of any existing building or structure located within the subdivision boundaries. The developer/owner shall also obtain any and all permits required for the proper abandonment/closure of any existing water well, septic tank/leach field or cesspool, and irrigation pipeline on the subject property. All such permits shall be obtained prior to commencement of tract grading work, in accordance with Chapter 13 of the Fresno Municipal Code. 33. If archaeological and/or animal fossil material is encountered during project surveying, grading, excavating, or construction, work shall stop immediately. 34. If there are suspected human remains, the Fresno County Coroner shall be immediately contacted (business hours: (559) 268-0109; after hours the contact phone number is (559) 488-3111 for the Fresno County Sheriff’s Department). If remains or other archaeological material is possibly Native American in origin, the Native American Heritage Commission (phone number (916) 653-4082) shall be immediately contacted, and the California Archaeological Inventory/Southern San Joaquin Valley Information Center (phone number (805) 644 -2289) shall be contacted to obtain a referral list of recognized archaeologists. 35. If animal fossils are uncovered, the Museum of Paleontology at the University of California, Berkeley shall be contacted to obtain a referral list of recognized paleontologists. An assessment shall be conducted by a paleontologist; if the paleontologist determines the material to be significant, a recommendation shall be made to the City as to any further site investigation or preservation measures. Conditions of Approval Vesting Tentative Tract Map No. 6366 August 2, 2023 Page 8 36. Apportionment of Special Assessment: If, as part of this subdivision, a division will be made of any lot or parcel of land upon which there is an unpaid special assessment levied under any State or local law, including a division into condominium interest as defined in Section 783 of the Civil Code, the developer/owner shall file a written application with the City of Fresno Director of Public Works, requesting apportionment of the unpaid portion of the assessment or pay off such assessment in full. If the subdivider elects to apportion the assessment, the application shall contain the following information: a) A full description of each assessed lot, parcel or interest to be divided and of how such lot, parcel or interest will be divided; b) A request that the Engineer apportion the amount remaining unpaid on the assessment in accordance with applicable law; and c) Written consent of the owner(s) of each such lot, parcel, or interest to the requested apportionment. d) The application shall be filed prior to the approval of th e Final Map(s) by the City and shall be accompanied by a fee in an amount specified in the Master Fee Resolution for each separate lot, parcel, or interest into which the original assessed lot, parcel or interest is to be divided. The fee shall be in an amount sufficient to pay all costs of the City and the Engineer of Work responsible for determining the initial assessment in making the requested apportionment. 37. The subdivider shall comply with Regulation VIII of the San Joaquin Valley Air Pollution Control District for the control of particulate matter and fugitive dust during construction of this project. 38. Solid waste disposal for the subdivision shall be provided by the City of Fresno. The method of collection to be utilized in this trac t shall be subject to approval of the Solid Waste Manager (see below-noted conditions). RIGHT-OF-WAY ACQUISITION 39. The developer will be responsible for the acquisition of any necessary right -of-way to construct any of the required improvements. 40. Rights-of-way acquisition shall include any rights-of-way necessary for proper drainage, signing, pole relocation, and shoulder grading. In general, this will require right-of-way to be provided approximately 10 feet outside the travel lane . The exact requirement must be determined at the project design stage based on the existing conditions and detailed design information. Conditions of Approval Vesting Tentative Tract Map No. 6366 August 2, 2023 Page 9 41. In the event an acquisition of any easement or right -of-way is necessitated by the subject development, said acquisition will be accomplished prior to Final Map approval. The developer/owner should contact the Real Estate Section of the Public Works Department to receive procedural guidance in such acquisitions. 42. Should such acquisition not be accomplished by the subdiv ider prior to Final Map approval, the subdivider must request and grant to the City the full authority to attempt acquisition either through negotiation or through its power of eminent domain. The subdivider shall furnish to the City Public Works Departme nt, Engineering Division/Real Estate Section, an appraisal report or a request for an estimated appraisal amount (to be determined by the City of Fresno Real Estate Section) prior to preparation of a Subdivision Agreement. 43. The subdivider/owner shall submit adequate security in the form of a cash deposit to guarantee payment of all costs associated with the acquisition, including staff time, attorney's fees, appraisal fees, court costs, and all related expenditures and costs necessary to effect the acquisition of such easements or rights-of-way. STREETS AND RIGHTS-OF-WAY 44. The subdivider shall furnish to the City acceptable security to guarantee the construction of the off-site street improvements in accordance with all applicable provisions of the FMC and the State Subdivision Map Act. 45. The subdivider/owner shall make provisions for disabled persons in accordance with the Department of Public Works standards and as required by State law. Handicap access ramps are required to be constructed in sidewalks at a ll corners within the limits of the tract. Where street furniture is located within the sidewalk area (fire hydrants, streetlights, etc.), a minimum of 48 inches of unobstructed path shall be maintained to satisfy the American Disabilities Act requirement s. If necessary, dedicate a pedestrian easement to accommodate for the four foot minimum unobstructed path requirement. 46. All of the required street improvements shall be constructed and/or installed in accordance with the City of Fresno Standard Specifications (2002 Edition). The following shall be submitted as a single package to the Public Works Department for review and approval: a. Signing and striping plans (per current California Department of Transportation standards); b. Street Construction Plans; Conditions of Approval Vesting Tentative Tract Map No. 6366 August 2, 2023 Page 10 c. Landscape and irrigation plans (median island and street trees within all parkways); and 47. The subdivider shall underground all existing off-site overhead utilities and proposed utility systems in accordance with FMC Sections 12-1011 and Resolution No. 78-522, 88-229. 48. The subdivider shall construct an underground street lighting system per Public Works Standards within the limits of the tract. Spacing and design shall conform to Public Works Standards. Height, type, spacing, etc., of standards and luminaries shall be in accordance with Resolution No. 68-187, 78-522, 81-219, and 88-229 or any modification thereto approved by the City Traffic Engineer prior to Final Map approval. Upon completion of the work by the subdivider and acceptance of the work by the City, the street lighting system shall be dedicated to the City. Submit engineered construction plans to the Public Works Department for approval. 49. All dead-end streets created by this subdivision shall be properly barricaded in accordance with City standards within seven days from the time the streets are surfaced or as directed by the City Engineer. 50. The developer shall comply with Rule 8060 of the San Joaquin Valley Air Pollution Control District for the control of fugitive dust requirements from paved and unpaved roads. 51. Comply with all of the requirements included within the attached Public Works Department memorandums dated June 19, 2023 and June 30, 2023 and redlined site plan dated June 30, 2023. DEPARTMENT OF PUBLIC WORKS, ENGINEERING (STREET TREES) 52. Comply with all of the requirements included within the attached Public Works Department memorandum dated June 19, 2023. DEPARTMENT OF PUBLIC WORKS, COMMUNITY FACILITIES DISTRICT (“CFD”) 53. Comply with all of the requirements included within the attached Public Works Department memorandum dated June 19, 2023. DEPARTMENT OF PUBLIC UTILITIES 54. Comply with all of the requirements included within the attached Public Utilities Department memorandum dated June 2, 2023, relative to water, sewer and solid waste. Conditions of Approval Vesting Tentative Tract Map No. 6366 August 2, 2023 Page 11 FIRE SERVICE 55. Comply with all of the requirements included within the attached Fire Department memorandum dated June 9, 2023. FRESNO METROPOLITAN FLOOD CONTROL DISTRICT (“FMFCD”) 56. Comply with all of the requirements included within the attached FMFCD memorandum dated May 31, 2023. COUNTY OF FRESNO – DEPARTMENT OF PUBLIC HEALTH 57. Comply with all of the requirements included within the attached County of Fresno memorandum dated May 30, 2023. PACIFIC, GAS & ELECTRIC (“PG&E”) 58. Comply with all of the requirements included within the attached PG&E memorandum dated June 2, 2023. CLOVIS UNIFIED SCHOOL DISTRICT (“CUSD”) 59. Contact Denver Stairs (denverstairs@cusd.com) or Andrew Nabors (andrewnabors@cusd.com) with the Clovis Unified School District for all school district requirements for this project. BUILDING AND SAFETY SERVICES 60. Comply with all of the requirements included within the attached Building and Safety memorandum dated May 26, 2023. DEVELOPMENT FEES AND CHARGES Pursuant to Government Code 66020(d)(1) each local agency shall provide to the project applicant a notice in writing at the time of the approval of a project or at the time of the imposition of the fees, dedications, reservations, or other exactions a statement, and notification that the 90-day approval period in which the applicant may protest has begun (please see Notice of Project Applicant contained herein above for further information). The following fees are based on preliminary conceptual information. The exact fee obligation will be computed prior to Final Map approval by the Department of Public Works, Land Division and Engineering Division. The fee rates in effect at the time of Final Map approval, determined by the Master Fee Schedule, shall apply (Reso. No. 2016 - 258). Conditions of Approval Vesting Tentative Tract Map No. 6366 August 2, 2023 Page 12 This project is subject to the following development fees and charges. a. Applicable FMFCD fees as determined by the FMFCD (reference FMFCD requirements included herein above and notes below for further information) SEWER CONNECTION CHARGES FEE RATE b. Lateral Sewer Charge [1] $0.10/sq. ft. (to 100' depth) c. Oversize Charge [1] $0.05/sq. ft. (to 100' depth) d. Trunk Sewer Charge [2] $344/living unit Service Area: Fowler e. Wastewater Facilities Charge [3] $2,119/living unit f. Fowler Trunk Sewer Interim Fee Surety [1] $843/living unit g. House Branch Sewer Charge [2] N/A WATER CONNECTION CHARGES FEE RATE h. Service Connection Charge Fee based on service(s) and meter(s) sizes specified by owner; fee for service(s) and Meter(s) established by the Master Fee Schedule. i. Frontage Charge [1] $6.50/lineal foot j. Water Capacity Fee* [1] Single Family Residential $5,684/ 1” Meter/living unit Irrigation $5,684/ 1” Meter $7,106/ 1½” Meter $14,206/ 2” Meter * Fee based on meter(s) sizes specified by owner; fee for Water Capacity established by the Master Fee Schedule. CITYWIDE DEVELOPMENT IMPACT FEES FEE RATE k. Fire Facilities Impact Fee – Citywide [4] $2,285/living unit Conditions of Approval Vesting Tentative Tract Map No. 6366 August 2, 2023 Page 13 l. Park Facility Impact Fee – Citywide [4] $3,566/living unit m. Quimby Parkland Dedication Fee [2] $1,542/living unit n. Police Facilities Impact Fee – Citywide [4] $948/living unit o. Citywide Regional Street Fee [3] $8,783/adj. acre p. New Growth Area Major Street Fee [3] $27,490/adj. acre q. Traffic Signal Charge [1] $762/living unit The Board of Directors of the Fresno County Regional Transportation Mitigation Fee Agency approved Resolution No. 2009 – 01 requiring the payment of Regional Transportation Mitigation Fee. The effective date of this resolution is January 1, 2010. Contact the Council of Fresno County Governments (FCOG) to determine this fee obligation. Confirmation by the FCOG is required before the City o f Fresno can issue building permits. On December 8, 2016, Fresno City Council adopted Resolution No. 2016 -258, effective July 1, 2018, administratively updating the impact fees adjusted by this resolution annually to the percentage change in the 20-City Construction Cost Index as reported in the Engineering News Record (ENR) for the 12 -month period ending of May of the year of adjustment [1] Deferrable through Fee Deferral Covenant. [2] Due at Final Map. [3] Due at Building Permit. [4] Due at Certificate of Occupancy. Exhibit I PART A - PROJECT INFORMATION 1. Job Address: Vesting Tentative Tract Map No. 6366 2. Street Location: Located on the west side of North Bliss Avenue between East Shields and East Princeton Avenues 3. Planned Land Use: Medium Density Residential 4. Plan Areas: Fresno General Plan 5. Project Description: Planned Development Permit P22-04877 proposes a development with public streets and modified property development standards including a reduction in the garage setback, rear yard setback, garage to façade setback, minimum lot size, minimum lot depth, an increase in maximum lot coverage, and gated private streets for Vesting Tentative Tract Map No. 6366 NOTICE TO PROJECT APPLICANT In accordance with the provisions of Government Code §66020(d)(1), the imposition of fees, dedications, reservations or exactions for this project are subject to protest by the project applicant at the time of approval or conditional approval of the development or within 90 days after the date of the imposition of the fees, dedications, reservations or exactions imposed on the development project. This notice does not apply to those fees, dedications, reservations, or exactions which were previously imposed and duly noticed; or, where no notice was previously required under the provisions of Government Code Section 66020(d)(1) in effect before January 1, 1997. PART B - GENERAL CONDITIONS AND REQUIREMENTS The City of Fresno Planning Commission, on August 2, 2023, approved the special permit CITY OF FRESNO PLANNING AND DEVELOPMENT DEPARTMENT CONDITIONS OF APPROVAL AUGUST 2, 2023 PLANNED DEVELOPMENT PERMIT APPLICATION NO. P22-04877 “A PLANNED DEVELOPMENT” Conditions of Approval Planned Development Permit Application No. P22-04877 August 2, 2023 Page 2 of 6 application subject to the enclosed list of conditions and Exhibit A-1 dated February 27, 2023 for Planned Development Permit Application No. P22-04877. IMPORTANT: PLEASE READ CAREFULLY Please note that this project may be subject to a variety of discretionary conditions of approval. These include conditions based on adopted City plans and policies, those determined through site plan review and environmental assessment essential to mitig ate adverse effects on the environment including the health, safety, and welfare of the community, and recommended conditions for development that are not essential to health, safety, and welfare, but would on the whole enhance the project and its relation ship to the neighborhood and environment. Discretionary conditions of approval may be appealed. All code requirements, however, are mandatory and may only be modified by variance, provided the findings pursuant to the Fresno Municipal Code can be made. Approval of this special permit shall be considered null and void in the event of failure by the applicant and/or the authorized representative, architect, engineer, or designer to disclose and delineate all facts and information relating to the subject pr operty and the proposed development including, but not limited to, the following: 1. All existing and proposed improvements including but not limited to buildings and structures, signs and their uses, trees, walls, driveways, outdoor storage, and open land use areas on the subject property and all of the preceding which are located on adjoining property and may encroach on the subject property; 2. All public and private easements, rights-of-way and any actual or potential prescriptive easements or uses of the subject property; and, 3. Existing and proposed grade differentials between the subject property and adjoining property zoned or planned for residential use. Approval of this special permit may become null and void in the event that development is not completed in accordance with all the conditions and requirements imposed on this special permit, the Zoning Ordinance, and all Public Works Standards and Specifications. This special permit is granted, and the conditions imposed, based upon the Operation Statement provided by the applicant. The Operation Statement is material to the issuance of this special permit. Unless the conditions of approval specifically require operation inconsistent with the Operation Statement, a new or revised special permit is required if the operation of this establishment changes or becomes inconsistent with the Operation Statement. Failure to operate in accordance with the conditions and requirements imposed may result in revocation of the special permit or any other enforcement remedy available under the law. Conditions of Approval Planned Development Permit Application No. P22-04877 August 2, 2023 Page 3 of 6 The Planning and Development Department shall not assume responsibility for any deletions or omissions resulting from the special permit review process or for additions or alterations to construction plan not specifically submitted and reviewed and approved pursuant to this special permit or subsequent amendments or revisions. (Include this note on the site plan.) No uses of land, buildings, or structures other than those specifically approved pursuant to this site plan shall be permitted. (Include this note on the site plan.) Transfer all red line notes, etc., shown on the original Planned Development site plan exhibits (dated February 27, 2023) to the final site plan. CORRECTIONS SHALL INCLUDE ALL THOSE LISTED IN THIS DOCUMENT AND THOSE LISTED IN THE CORRECTION LIST PROVIDED BY THE PLAN CHECK PROCESS. Copies of this final approved site plan, elevations, landscape, and irrigation plans stamped by the Planning Division must be substituted for unstamped copies of the same in each of the sets of construction plans submitted for plan check prior to issuance of building permits. The final approved site plan must also include all corrections identified in the plan check process. Be advised that on-site inspections will not be authorized unless the final stamped approved site plan, elevations, landscape, and irrigation plans are included in the plan check file copy. Please contact John George at (559) 621-8073 or via e-mail at John.George@fresno.gov for final sign-off for building permits. PART C - PUBLIC IMPROVEMENT REQUIREMENTS The following requirements are based on city records and the accuracy of the existing and proposed on-site and off-site conditions depicted on the exhibits submitted. Requirements not addressed due to omission or misrepresentation of information, for whi ch this review process is dependent, will be imposed whenever such conditions are disclosed. Questions relating to dedications, street improvements or off-street parking geometrics may be directed to Andreina Aguilar at (559) 621-8674 / Andreina.Aguilar@fresno.gov of the City of Fresno Public Works Department, Engineering Division, Traffic Section. STREET ENCROACHMENT PERMITS, DEDICATIONS AND VACATIONS a) Exhibit “A-1” is required to include all street furniture, e.g.: public utility poles and boxes, guy wires, signs, fire hydrants, bus stop benches, mail boxes, news stands, trash receptacles, tree wells, etc., within the existing and proposed public rights-of-way. Conditions of Approval Planned Development Permit Application No. P22-04877 August 2, 2023 Page 4 of 6 b) Deed documents for the required property dedications shall be prepared by the applicant’s engineer and submitted to the Public Works Department, Engineering Division, Special Districts/Projects and Right-of-Way Section with verification of ownership prior to issuance of building permits. Deed documents must conform to the format specified by the City. Document format specifications may be obtained from the Public Works Department, Engineering Division, Special Districts/Projects and Right-of-Way Section, or by calling (559) 621-8694. c) ENCROACHMENT PERMITS. The construction of any overhead, surface or sub- surface private structures and appurtenances extending within the public rights - of-way is prohibited unless an encroachment permit is approved by the City of Fresno Public Works Department, Engineering Division, Special Districts/Projects and Right of Way Section, (559) 621-8693. Encroachment permits must be approved prior to issuance of building permits. STREET IMPROVEMENTS a) All public improvements shall be constructed in accordance with the Standard Specifications and Standard Drawings of the City of Fresno, Public Works Department or street construction plans required and approved by the City Engineer. The performance of an y work within the public street rights-of-way (including pedestrian, water and sewer utility easements) requires a Street Work Permit issued by the Public Works Department, Engineering Services Division at (559) 621-8693, prior to commencement of the work. Contact the Public Works Department, Engineering Services Section at (559) 621 -8686 for detailed information. All required street improvements must be completed and accepted by the City prior to occupancy. b) Repair damaged and/or off grade off-site concrete improvements as determined by the Public Works Department, Construction Management Division (559) 621 - 5500. c) Install streetlights along all street frontages in accordance with City standards. Plans must be prepared by a registered Civil Engineer and must be approved by the Public Works Department Engineering Division prior to installation. d) Submit the following as a single package to the Public Works Department Engineering Division, Plan Check and GIS Mapping Section, (559) 621 -8682, for review and approval, prior to issuance of building and street work permits: Street Improvement Plans, Signing and Striping Plans, Street Lighting Plans and Landscape and Irrigation Plans. SURVEY MONUMENTS AND PARCEL CONFIGURATION Conditions of Approval Planned Development Permit Application No. P22-04877 August 2, 2023 Page 5 of 6 a) All survey monuments within the area of construction shall be preserved and if disturbed, shall be reset by a person licensed to practice Land Surveying in the State of California. PART D - PLANNING/ZONING REQUIREMENTS 1) PLANNING a) Development is subject to the following plans and policies: i) Fresno General Plan ii) McLane Community Plan iii) Planned Development iv) Medium Density Residential planned land uses 2) BUILDING HEIGHT a) The height of the proposed structures shall meet the requirements of the RS-5 section of the FMC. 3) LOT COVERAGE a) Lot coverage shall not exceed 61% percent. Additionally , lot coverage shall comply with the requirements of the Fresno Metropolitan Flood Control District. 4) LOT WIDTH Lot width shall not be less than that shown on Exhibit A (Vesting Tentative Tract Map No. 6366) dated March 23, 2023. 5) BUILDING SETBACKS, OPEN SPACES AND LANDSCAPING a) Building setbacks shall be in accordance with Exhibit A-1 site plan dated February 27, 2023, unless otherwise noted in these conditions. Provide a section in the CC&R’s for the Homeowners Association (HOA) prohibiting parking in driveways less than 18’ from garage to back of sidewalk (to prohibit parking over the sidewalk, if any). The CC&R’s must also state that the HOA is responsible for enforcement of said requirement. This statement only applies to the lots within the gated portion of the subdivision. 6) FENCES, HEDGES, WALLS a) Comply with the Conditions of Approval for Vesting Tentative Tract Map No. 6366 Conditions of Approval Planned Development Permit Application No. P22-04877 August 2, 2023 Page 6 of 6 dated August 2, 2023. PART E - CITY AND OTHER SERVICES a) Comply with the Conditions of Approval for Vesting Tentative Tract Map No. 6366 dated August 2, 2023. Exhibit J Page 1 of 3 DATE: June 19, 2023 TO: John George, Planner III Planning and Development Department THROUGH: Andrew Benelli, PE, Assistant Director, City Engineer Public Works Department, Traffic Operations and Planning Division FROM: Adrian Gonzalez, Senior Engineering Technician Public Works Department, Land Planning Section SUBJECT: Public Works Conditions of Approval T-6366 / P22-03194 and PUD: P22-04877, a 71-lot private unit development 2920 North Fowler Avenue Granville / Giannetta The Public Works Department, Traffic Operations and Planning Division, has completed its review and the following requirements are to be placed on this tentative map as a condition of approval by the Public Works Department. General Conditions: 1. Street Dedications: Provide corner cut dedications at all intersections for accessibility ramps. 2. Right of way: All right-of-way “outside” of the subdivision border shall either be acquired prior to recordation of Final Map, or a deposit equal to the value of the right-of-way and an estimate of the City staff time necessary to acquire the right-of-way shall be submitted prior to recordation of the Final Map. 3. Plan Submittal: Submit the following plans, as applicable, in a single package, to the Public Works Department for review and approval prior to recordation of the Final Map. Street: construction, signing, striping, traffic signal and streetlight. 4. Sidewalks shall not exceed a 5% longitudinal slope. All existing sidewalks and trails in excess of 2% maximum cross slope must be brought into compliance prior to acceptance by Public Works. 5. Outlots: If the subdivider seeks to dedicate to the City, in fee, an outlot for open space purposes, subdivider shall prove to the City that the outlot is free of toxic or hazardous materials pursuant to the requirements of City Administrative Order 8-1, including, but not limited to, performing a Phase I Soils Investigation. The soils Investigation report shall be submitted to the Public Works Department for review and approval. The subdivider must obtain Public Works approval of the soils investigation report and complete any mitigation work identified by the soils investigation prior to subdivider’s submittal of the Final Map to the Public Works Department. Any and all costs Page 2 of 3 associated of the soils investigation and any required mitigation work shall be performed at the sole expense of the subdivider. 6. Encroachment Covenants: The construction of any private overhead, surface or sub- surface structures and appurtenances in the public right of way is prohibited unless an encroachment covenant is approved by the City of Fresno Public Works Department, Engineering Services Division, (559) 621-8681. Encroachment covenants must be approved prior to issuance of building permits. 7. The first order of work shall include a minimum of two points of vehicular access to the major streets for any phase of this development. 8. Intersection Visibility: Maintain visibility at all intersections as described in the Fresno Municipal Code Section 15-2018. Frontage Improvement Requirements: Public Streets: Bliss Avenue: Local (Industrial) 1. Dedication Requirements: a. Dedicate 10’ (minimum) for Landscape and Public Utility easement purposes. b. Dedicate 3’ (minimum) for Pedestrian easement purposes. 2. Construction Requirements: a. Construct street type approach to Public Works Standard P-76 / P-77. b. Construct a 5’ concrete sidewalk to Public Works Standard P-5 and P-56A (modified). c. Planting and Irrigation of street trees shall conform to the minimum spacing, guidelines, and requirements as stated in the Model Water Efficiency Landscape Ordinance, Public Works Standards and Specifications, Section 25 and 26. d. Construct curb ramps per Public Works Standards P-28 and P-29. e. Construct valley gutter per Public Works Standards P-10. f. Construct an underground street lighting system to Public Works Standards E-1 and E-10, within the limits of this subdivision. Streetlights installed on major streets shall be fed from a service pedestal with a master photo control as detailed in Section 3- 3.17 of the City Specifications and Public Works Standards E-15, E-17 and/or E-18 or as approved by the City Engineer. g. PUD: Site Plan approval of a street type approach per Public Works Standard P-76 / P-77 is a tentative approval until such time that a qualified Civil Engineer prepares street plans that provide the sufficient cross drainage approved by the City Engineer in accordance with Public Works Standard P-10. If grades are not sufficient, construct to Public Works Standard P-1, P-2, P-3, P-4 and P-6. h. Construct a concrete Emergency Vehicle Access (EVA) per Public Works Standard P-67. Page 3 of 3 Interior Streets: Private 1. Entry Gate: Provide a minimum of 50’ from the proposed gate to the back of walk, for vehicle stacking at both entrances and redesign to provide for an onsite turn around. 2. All streets and pedestrian ways shall connect to other streets and pedestrian ways to form a continuous vehicular and pedestrian network with connections within the subdivision and to adjacent development. Pedestrian paths of travel must meet current accessibility regulations. Sidewalks are recommended on both sides of the street. Identify ramps within the proposed subdivision wherever sidewalks are provided. 3. Garages: Garage or carport setbacks are recommended to be a minimum of 18’ from the back of walk or curb, whichever is greater. 4. Provide a 12’ visibility triangle at all driveways. Specific Mitigation Requirements: Within the subdivision border- 1. Emergency Vehicle Access (EVA): Construct a concrete EVA per Public Works Standard P-67. Outside of the subdivision border- 1. Construct major street bridge on Fowler Avenue at Mill Ditch. Issuance of building permits will be contingent on progress of bridge construction. Submit detailed construction cost estimates prior to start of work to qualify for reimbursement. Traffic Signal Mitigation Impact (TSMI) Fee: This project shall pay all applicable TSMI Fees at the time of building permit. Contact the Public Works Department, Frank Saburit at (559) 621- 8797. The fees are based on the Master Fee schedule. In some cases, traffic signals may be conditioned on multiple maps. If the signal is existing at the time of the final map, the applicant would not be required to construct the signal but would be required to pay the applicable fee. Fresno Major Street Impact (FMSI) Fee: This Map is in the New Growth Area; therefore, pay all applicable growth area fees and City-wide regional street impact fees. In some cases, center section improvements or bridges may be conditioned on multiple maps. If the improvements are existing at the time of the final map, the applicant would not be required to construct them, but would be required to pay the applicable fee. Regional Transportation Mitigation Fee (RTMF): Pay all applicable RTMF fees to the Joint Powers Agency located at 2035 Tulare Street, Suite 201, Fresno, CA 93721; (559) 233-4148 ext. 200; www.fresnocog.org. Provide proof of payment or exemption prior to certificate of occupancy. Page 1 of 4 8/2/2023 P22-04877 FOWLER 2920 N SUBJECT: Conditions of Approval for P22-04877 DATE: June 30, 2023 TO: John George, Planner III Planning and Development Department FROM: Adrian Gonzalez, Senior Engineering Technician Public Works Department, Land Planning Section ADDRESS: 2920 North Fowler Avenue APN: 574-120-30 ATTENTION: The items below require a separate process with additional fees and timelines, in addition to the development permit process. Submit the following items early to avoid delaying approval of building permits. Final approval of the site plan is contingent on receipt of all items checked below. To be completed: Point of Contact Department and Contact Information Tract Map Full off-site improvements and right-of-way dedications are required for the existing lot of record. A Tract Map is required; provide recorded documentation prior to Building Permits. John George Planning and Development Department (559) 621-8073 John.George@fresno.gov Maintenance Agreement / CFD Public Works Department (559) 621-8693 Luis.Gonzalez@fresno.gov ATTENTION: Provide corrections as noted on Exhibit “A”. Prior to resubmitting the corrected exhibit, provide the following information and conditions of approval on the site plan: A. GENERAL REQUIREMENTS 1. Easements: Identify, revise and dimension existing and proposed easements. 2. Required Notes: Revise General Notes to include the required Public Works Page 2 of 4 8/2/2023 P22-04877 FOWLER 2920 N Department notes. a. Any survey monuments within the area of construction shall be preserved or reset by a person licensed to practice land surveying in the State of California. b. Repair all damaged and/or off-grade concrete street improvements as determined by the Construction Management Engineer, prior to occupancy. c. Two working days before commencing excavation operations within the street right-of way and/or utility easements, all existing underground facilities shall have been located by UNDERGROUND SERVICES ALERT (USA). CALL 1-800-642-2444 d. The performance of any work within the public street right-of-way requires a street work permit prior to commencement of work. All required street improvements must be completed and accepted by the City prior to occupancy. https://www.fresno.gov/publicworks/traffic-engineering/#tab-6 e. Submit street construction plans to the Public Works Department. f. Provide a 4' minimum path of travel along the public sidewalk directly in front of property, to meet current accessibility regulations. A pedestrian easement may be required if requirements are not met. g. Contact the Public Works Department, Traffic Engineering at 559-621-8800, 10 working days prior to any offsite concrete construction. h. All development shall take place in accordance with all city laws and regulations. B. OFFSITE INFORMATION: 1. Public Street Improvements: a. Concrete curb, gutter, and sidewalk: Dimension the sidewalk pattern along Bliss Avenue: 5.5’ face of curb to sidewalk, 5’ sidewalk, and 0.5’ back of sidewalk to pedestrian easement. b. Street-type approaches: Revise the site plan to show the approach with radii, stacking, and turnaround. C. ONSITE INFORMATION: 1. Gates: Residential: Provide a minimum of 50’ from the proposed gate to the pedestrian easement for vehicle stacking. PUBLIC IMPROVEMENT REQUIREMENTS The following requirements are based on city records and the accuracy of the existing and proposed on-site and off-site conditions depicted on the exhibits submitted. Requirements not addressed due to omission or misrepresentation of information, on which this review process is dependent, will be imposed whenever such conditions are disclosed. Construct additional offsite improvements, including but not limited to, concrete Page 3 of 4 8/2/2023 P22-04877 FOWLER 2920 N curb, gutter, sidewalk, approaches, ramps, pavement, utility relocations, etc. in accordance with City of Fresno’s Public Works Standards, Specifications, and the approved street plans. Repair all damaged and/or off grade off-site concrete as determined by the City of Fresno Public Works Department, Construction Management Division, (559) 621-5600. Pedestrian paths of travel must also meet current accessibility regulations. The construction of any private overhead, surface or sub-surface structures, and appurtenances in the public right of way is prohibited unless an Encroachment Covenant is approved by the City of Fresno Public Works Department, Traffic and Engineering Services Division, (559) 621-8693. Encroachment Covenant must be approved prior to issuance of building permits. Bliss Avenue: Local Industrial 1. Dedication Requirements: a. Dedicate 3’ (minimum) for pedestrian easement purposes. b. Dedicate sufficient property for pedestrian purposes to accommodate proposed street type approach. 2. Construction Requirements: a. The proposed street type approach, as shown, is tentatively approved until such time that a qualified Civil Engineer prepares street plans that provide the sufficient cross drainage approved by the City Engineer in accordance with Public Works Standard P-10. If grades are not sufficient, construct to Public Works Standards P-2 and P-6. Provide 10’ of red curbing (3 coats) on both sides of the proposed driveway approaches. b. Construct a concrete Emergency Vehicle Access (EVA) per Public Works Standard P-67. c. Construct concrete 5’ sidewalk to Public Works Standard P-5 and P-56A (modified). The curb shall be constructed to a 5.5’-5’-0.5’ residential pattern. d. Planting and Irrigation of street trees shall conform to the minimum spacing, guidelines, and requirements as stated in the Model Water Efficiency Landscape Ordinance, Public Works Standards and Specifications, Section 25 and 26. e. Show the existing streetlight locations on the plans and that they are constructed per current City of Fresno Standards. Engineered Street Improvement Plans are required and shall be approved by the City Engineer. Contact Scott Tyler at (559) 621-8654 or at Scott.Tyler@fresno.gov and submit Public Improvement Plans for all required work, in a single package, to Engineering Services Division. Utility poles, streetlights, signals, etc. shall be relocated as determined by the City Engineer. The performance of any work within the public right of way and/or easements (including street, bike, pedestrian, landscape, and utility easements) requires a Street Work Permit prior to commencement of work. Contact Public Works Department at (559) 621-8800, 10 working days prior to construction of any improvements in the public right-of-way and/or easements. All improvements shall be Page 4 of 4 8/2/2023 P22-04877 FOWLER 2920 N constructed in accordance with the City of Fresno, Public Works Department Standard Drawings and Specifications. Traffic Control Plans shall be required to ensure the sidewalk, or an approved accessible path remains open during construction. Contact Melessa Avakian at (559) 621-8812 or at Melessa.Avakian@fresno.gov and submit Traffic Control Plans to the Traffic Operations and Planning Division. All work shall be reviewed, approved, completed, and accepted prior to obtaining a certificate of occupancy. Two working days before commencing excavation operations within the street right of way and/or utility easements, all existing underground facilities shall have been located by Underground Services Alert (USA) Call 811. Any survey monuments within the area of construction shall be preserved or reset by a person licensed to practice Land Surveying in the State of California. Traffic Signal Mitigation Impact (TSMI) Fee: This project shall pay all applicable TSMI Fees at the time of building permit. Contact the Public Works Department, Frank Saburit, at (559)621-8797. The fees are based on the Master fee schedule. Fresno Major Street Impact (FMSI) Fees: This entitlement is in the New Growth Area; therefore pay all applicable growth area fees and citywide regional street impact fees. Contact the Public Works Department, Frank Saburit, at (559) 621-8797. FMSI Requirements: Fowler Avenue: Arterial 1. Design and construct a Major Street Bridge at the intersection of Fowler Avenue and Mill Ditch. Issuance of building permits will be contingent on progress of bridge work. Detailed construction cost estimates must be submitted prior to start of work to qualify for reimbursement. Regional Transportation Mitigation Fee (RTMF): Pay all applicable RTMF fees to the Joint Powers Agency located at 2035 Tulare Street, Suite 201, Fresno, CA 93721; (559) 233-4148 ext. 200; www.fresnocog.org. Provide proof of payment or exemption prior to issuance of certificate of occupancy. In order to obtain street or building permit approval from the Public Works Department, an approval stamp with a signature from Traffic Planning is required on the site plan and inserted in the building sets. Questions relative to these conditions may be directed to Adrian Gonzalez (559) 621- 8693 Luis.Gonzalez@fresno.gov, in the Public Works Department, Land Planning Section. Exhibit K CITY OF FRESNO ADDENDUM TO A NEGATIVE DECLARATION PREPARED FOR ENVIRONMENTAL ASSESSMENT NO. P21-01202 (As filed with the Fresno County Clerk on December 10, 2021) Addendum prepared in accordance with Section 15164 of the California Environmental Quality Act (CEQA) Guidelines The full Initial Study and the ND are on file in the Planning and Development Department, Fresno City Hall, 3rd Floor 2600 Fresno Street Fresno, California 93721 (559) 621-8277 ENVIRONMENTAL ASSESSMENT NUMBER: T-6366/P22-04877 This addendum was not circulated for public review pursuant to Section 15164(c) of the CEQA Guidelines. APPLICANT: PROJECT LOCATION: Bret Giannetta Giannetta Engineering 1119 S Street Fresno, CA 93721 Located on the west side of North Bliss Avenue between East Shields and East Princeton Avenues. in the City and County of Fresno, California (approximately 7.94 acres) Latitude: 36°46'40.8" N & Longitude: 119°40'48" W Assessor’s Parcel Number(s): 574-120-30 Mount Diablo Base & Meridian, Township 13S, Range 21E, Section 27 PROJECT DESCRIPTION: Vesting Tentative Tract Map No. 6366 was filed by Giannetta Engineering, on behalf of Granville Homes, and pertains to the approximately 7.94-acre property located on the the west side of North Bliss Avenue between East Shields and East Princeton Avenues. The applicant proposes the subdivision of the subject property into a 71-lot residential subdivision. Environmental Assessment No. P21-01202, a Negative Declaration (“ND”) dated July 23, 2021, was prepared for a project that included a Plan Amendment and Rezone, and analyzed a future project for 72 single-family residential dwelling units. Plan Amendment Application No. P21-01202 was approved for the approximately 7.94 acres of property located on the west side of North Bliss Avenue between East Shields and East Princeton Avenues that amended the Fresno General Plan and McLane Community Plan from Addendum to a Negative Declaration Environmental Assessment No. T-6366/P22-04877 July 21, 2023 the Employment – Business Park planned land use designation to the Medium Density Residential planned land use designation. Rezone Application No. P21 -01202 changed the zone district of the aforementioned property from the BP (Business Park) zone district to the RS-5 (Single-Family Residential, Medium Density) zone district. Environmental Assessment No. T-6366/P22-04877 dated July 21, 2023, an addendum to Environmental Assessment No. P21-01202, assesses the anticipation of the approval of Vesting Tentative Tract Map No. 6366 consisting of a total of 71 single -family residential parcels. The approval of a 71-lot single-family residential development, which is one lot less than the anticipated 72 -lot single-family subdivision which results in a reduction in intensity, is functionally a technical change, within the meaning of CEQA Guidelines Section 15164. This minor technical change is appropriate for an addendum pursuant to CEQA Guidelines Section 15164 and Public Resources Code Section 21166. The proposed project will not have a significant impact. It may be determined that: (1) The project does not significantly exceed the scope of Environmental Assessment No. P21 -01202; (2) No substantial changes are proposed in the project which require major revisions to the previous environmental finding due to the involvement of new significant environmental effects or a substantial increase in the severity of previously identified significant effects; (3) No substantial changes will occur with respect to the circumstances under which the project is undertaken; and (4) No new information, which was not known and could not have been known, at the time the environmental finding for Environmental Assessment No. P21-01202 was adopted, has become available. Therefore, the City of Fresno has determined that an addendum to Environmental Assessment No. P21 - 01202 is appropriate given that none of the conditions described in Section 15162 of the CEQA Guidelines calling for preparation of a subsequent mitigated negative declaration have occurred; and, new information added is only for the purposes of providing minor changes or additions, in accordance with Section 15164 of the CEQA Guidelines. CEQA Section 15162 provides that when an Environmental Impact Report (“EIR”) has been adopted for a project, no subsequent EIR shall be prepared for that project unless the lead agency determines, on the basis of substantial evidence in the light of the wh ole record, one or more of the following: FINDINGS PURSUANT TO SECTION 15162 OF THE CEQA GUIDELINES. (1) Substantial changes are proposed in the project which would require major revisions of the previous Mitigated Negative Declaration due to the involvement of new significant environmental effects or a substantial increase in the severity of previously identified significant effects; Finding (1): The approval of a 71 single-family residential development does not involve any new significant environmental effects or a substantial increase in the severity of previously identified significant effects that would require major revisions of the previous Negative Declaration (“ND”) because the vesting tentative tract map only proposes one lot less than Addendum to a Negative Declaration Environmental Assessment No. T-6366/P22-04877 July 21, 2023 the originally analyzed 72-lot subdivision in Environmental Assessment No. P21 -01202. The reduction of one lot decreases intensity of any environmental impacts. This factor does not create any new significant environmental effects or substantially increase in the severity of previously identified significant effects.. (2) Substantial changes occur with respect to the circumstances under which the project is undertaken which will require major revisions of the previous Mitigated Negative Declaration due to the involvement of new significant environmental effects or a substantial increase in the severity of previously identified significant effects; or, Finding (2): There have been no substantial changes to the surrounding area or project site which would otherwise affect the circumstances under which the project is undertaken. The severity of environmental issues identified in the ND dated July 23, 2021 have not substantially increased since the preparation of the initial study. (3) New information of substantial importance, which was not known and could not have been known with the exercise of reasonable diligence at the time the previous Mitigated Negative Declaration was adopted, shows any of the following: (A) The project wi ll have one or more significant effects not discussed in the previous Negative Declaration; (B) Significant effects previously examined will be substantially more severe than shown in the previous Negative Declaration; (C) Mitigation measures or alternatives previously found not to be feasible would in fact be feasible and would substantially reduce one or more significant effects of the project; and, (D) Mitigation measures or alternatives which are considerably different from those analyzed in the previous Mitigated Negative Declaration, would substantially reduce one or more significant effects on the environment. Finding (3): This addendum is relative to the ND and assesses the approval of a vesting tentative tract map for the project that identifies one less lot than originally anticipated resulting in less intensity of environmental impacts than originally analyzed. This addendum did not identify new information regarding significant effects not previously discussed in the ND, and potential effects previously examined are not substantially more severe than originally discussed. No mitigation measures which were previously identified have been found infeasible, nor has it been determined that identified mitigation measures would not substantially reduce significant effects of the project. No mitigation measures have been added or modified, nor are they considerably different from those analyzed in the ND. The addendum contains no additional information regarding proposed mitigation measures and does not change or effect the previous findings of the Negative Declaration. Therefore, no new information identifies significant or substantially more severe effects than originally discussed. Addendum to a Negative Declaration Environmental Assessment No. T-6366/P22-04877 July 21, 2023 ADDENDUM PREPARED BY: SUBMITTED BY: John George, Planner III DATE: July 21, 2023 Rob Holt, Supervising Planner CITY OF FRESNO PLANNING AND DEVELOPMENT DEPARTMENT Exhibit L FRESNO CITY PLANNING COMMISSION RESOLUTION NO. 13807 The Fresno City Planning Commission at its regular meeting on August 2, 2023, adopted the following resolution pursuant to the Subdivision Map Act of the Government Code of the State of California and the Municipal Code of the City of Fresno. WHEREAS, Vesting Tentative Tract Map No. 6366 was filed with the City of Fresno and proposes to subdivide the subject property into a 71-lot residential subdivision on approximately 7.94 acres of property located on the west side of North Bliss Avenue between East Shields and East Princeton Avenues; and, WHEREAS, on August 2, 2023, the Commission received a staff report and related information, environmental documents and considered testimony regarding the requested subdivision; and, WHEREAS, the Planning and Development Department staff recommended approval of the proposed project subject to the conditions of approval contained in the staff report dated August 2, 2023; and, WHEREAS, the Fresno City Planning Commission on August 2, 2023, reviewed the subject application in accordance with the policies of the Fresno General Plan and the McLane Community Plan; and, WHEREAS, the applicant spoke in opposition to the project specific to the condition of approval in the Public Works Department memorandum dated June 19, 2023 (Community Facilities District (CFD)) for requirement of annexation into CFD No. 18. No neighbors spoke in support of the proposed project. NOW, THEREFORE, BE IT RESOLVED that the Fresno City Planning Commission hereby finds and determines that there is no substantial evidence in the record to indicate that the vesting tentative tract map may have additional significant effects on the environment as identified by Environmental Assessment No. T-6366/P22-04877 dated July 12, 2023. BE IT FURTHER RESOLVED that the Fresno City Planning Commission finds that approval of Vesting Tentative Tract Map No. 6366 is consistent with the adopted Fresno General Plan and McLane Community Plan and the findings required pursuant to Section 66410 et. seq. of the California Government Code. BE IT FURTHER RESOLVED that the Fresno City Planning Commission hereby recommends approval of Vesting Tentative Tract Map No. 6366, subject to the Planning and Development Department Conditions of Approval dated August 2, 2023, and the following modification: 1. Item No. 20 within the Conditions of Approval dated August 2, 2023, for Vest ing Tentative Tract Map No. 6366. Planning Commission Resolution No. 13807 Vesting Tentative Tract Map No. 6366 August 2, 2023 Page 2 Revise the condition below to strike out the word “public” below and replace with “private”. Provide and dedicate minimum 10-foot outlots for public private landscape purposes (and irrigation system) along the rear (eastern) property lines of all lots with frontage along North Bliss Avenue (lots 1 through 13). The 10 -foot wide outlots shall be located adjacent to the “sidewalk pattern” within the adjacent public street rights-of-way and shall incorporate street trees to shade the adjacent sidewalks in accordance with Public Works standards, specifications, and policies. 2. Item No. 21 within the Conditions of Approval dated August 2, 2023, for Vesting Tentative Tract Map No. 6366. Revise the condition below to strike out the word “public” below and replace with “private”, and strike out the last sentence. The proposed 10-foot wide landscape easements along North Bliss Avenue shall be identified as Outlots to be dedicated to the City of Fresno, in fee, for public private landscape (and irrigation system) and utility purposes on the Final Map. The City Engineer may discretionarily require modification to other public easements proposed when/where such easements are preferre d to be identified as Outlots to be dedicated to the City, in fee. 3. Item No. 51 within the Conditions of Approval dated August 2, 2023, for Vesting Tentative Tract Map No. 6366. Remove and replace the Public Works Department memorandum dated June 19, 2023 with the updated Public Works Department memorandum dated June 19, 2023 updating the original language relative to the bridge construction requirement below from: “Construct major street bridge on Fowler Avenue at Mill Ditch prior to issuance of first building permit. Submit detailed construction cost estimates prior to start of work to qualify for reimbursement.” To be replaced with the following: “Construct major street bridge on Fowler Avenue at Mill Ditch. Issuance of building permits will be contingent on progress of bridge construction. Submit detailed construction cost estimates prior to start of work to qualify for reimbursement.” 4. Item No. 51 within the Conditions of Approval dated August 2, 2023, for Vesting Planning Commission Resolution No. 13807 Vesting Tentative Tract Map No. 6366 August 2, 2023 Page 2 Tentative Tract Map No. 6366. Remove and replace the Public Works Department memorandum dated June 30, 2023 with the updated Public Works Department memorandum dated June 30, 2023 updating the original language relative to the bridge construction requirement below from: “Design and construct a Major Street Bridge at the intersection of Fowler Avenue and Mill Ditch. The timing of the bridge construction shall occur prior to permits.” To be replaced with the following: “Design and construct a Major Street Bridge at the intersection of Fowler Avenue at Mill Ditch. Issuance of building permits will be contingent on progress of bridge construction. Detailed construction cost estimates prior to start of work to qualify for reimbursement.” The foregoing Resolution was adopted by the Fresno City Planning Commission upon a motion by Commissioner Wagner, seconded by Commissioner Diaz. VOTING: Ayes - Wagner, Diaz, Bray, Criner, Hardie (vice chair), Lyday Noes - None Not Voting - None Absent - Vang (chair) DATED: August 2, 2023 _______________________________ JENNIFER K. CLARK, Secretary Fresno City Planning Commission Resolution No. 13807 Vesting Tentative Tract Map No. 6366 Filed by Giannetta Engineering, on behalf of Granville Homes Action: Approve Exhibit M FRESNO CITY PLANNING COMMISSION RESOLUTION NO. 13808 The Fresno City Planning Commission at its regular meeting on August 2, 2023, adopted the following resolution relating to Planned Development Permit Application No. P22- 04877. PLANNED DEVELOPMENT: 71-lot single-family residential planned development with modified property development standards, including minimum setback reductions (garage, garage to façade, and rear), reduced minimum lot size and depth requirements, increase in maximum lot coverage, and gated private streets. PROPERTY LOCATION: Located on the west side of North Bliss Avenue between East Shields and East Princeton Avenues. PROPERTY DESCRIPTION: Approximately 7.94 acres EXISTING ZONING: RS-5 (Single-Family Residential, Medium Density) zone district. WHEREAS, Planned Development Permit Application No. P22-04877 has been filed with the City of Fresno by Giannetta Engineering, on behalf of Granville Homes, for approximately 7.94 acres of property located on the west side of North Bliss Avenue, between East Shields and East Princeton Avenues; and, WHEREAS, Planned Development Permit Application No. P22-04877 seeks authorization to develop a 71-lot single-family residential planned development with modified property development standards to allow for a reduction in the garage setback, rear yard setback, garage to façade setback, minimum lot size, minimum lot depth, an increase in maximum lot coverage, and gated private streets; and, WHEREAS, on August 2, 2023, the Fresno City Planning Commission (“Commission”) reviewed the subject planned development permit application in accordance with the policies of the Fresno General Plan and the McLane Community Plan; and, WHEREAS, the Commission conducted a public hearing to review the proposed planned development and considered the Planning and Development Department’s report recommending approval of the proposed planned development permit application subject to special permit conditions; and, Planning Commission Resolution No. 13808 Planned Development Permit Application No. P22 -04877 August 2, 2023 Page 2 WHEREAS, the Commission considered the proposed planned development permit application relative to the staff report and environmental assessment issued for the project; and, WHEREAS, the Commission invited testimony with respect to the proposed planned development application; and, WHEREAS, the applicant spoke in opposition to the project specific to the condition of approval in the Public Works Department memorandum dated June 19, 2023 (Community Facilities District (CFD)) for requirement of annexation into CFD No. 18. No neighbors spoke in support of the proposed project. NOW, THEREFORE, BE IT RESOLVED that the Commission hereby finds and determines that there is no substantial evidence in the record to indicate that the planned development permit application may have a significant effect on the environment as identified by Environmental Assessment No. T-6366/P22-04877 dated July 12, 2023. BE IT FURTHER RESOLVED that the Commission, as a result of its inspections, investigations and studies made by itself and in its behalf, and of testimonies offered at said hearing, has established that approval of the special permit would be in accordance with applicable provisions of the Fresno Municipal Code, including the determination that all findings have been made relative to the issuance of a planned development permit application for the proposed project. BE IT FURTHER RESOLVED that the Commission hereb y approves Planned Development Permit Application No. P22-04877 authorizing the development of a planned development, which includes modified property development standards, including reduced minimum setbacks (garage, garage to façade, rear yard), reduced minimum lot size and depth, increase in maximum lot coverage, and private gated streets, subject to the Planning and Development Department Conditions of Approval dated August 2, 2023, and the following modification: 1. Item No. 20 within the Conditions of Approval dated August 2, 2023, for Vest ing Tentative Tract Map No. 6366. Revise the condition below to strike out the word “public” below and replace with “private”. Provide and dedicate minimum 10-foot outlots for public private landscape purposes (and irrigation system) along the rear (eastern) property lines of all lots with frontage along North Bliss Avenue (lots 1 through 13). The 10 -foot wide outlots shall be located adjacent to the “sidewalk pattern” within the adjacent public street Planning Commission Resolution No. 13808 Planned Development Permit Application No. P22 -04877 August 2, 2023 Page 2 rights-of-way and shall incorporate street trees to shade the adjacent sidewalks in accordance with Public Works standards, specifications, and policies. 2. Item No. 21 within the Conditions of Approval dated August 2, 2023, for Vesting Tentative Tract Map No. 6366. Revise the condition below to strike out the word “public” below and replace with “private”, and strike out the last sentence. The proposed 10-foot wide landscape easements along North Bliss Avenue shall be identified as Outlots to be dedicated to the City of Fresno, in fee, for public private landscape (and irrigation system) and utility purposes on the Final Map. The City Engineer may discretionarily require modification to other public easements proposed when/where such easements are preferre d to be identified as Outlots to be dedicated to the City, in fee. 3. Item No. 51 within the Conditions of Approval dated August 2, 2023, for Vesting Tentative Tract Map No. 6366. Remove and replace the Public Works Department memorandum dated June 19, 2023 with the updated Public Works Department memorandum dated June 19, 2023 updating the original language relative to the bridge construction requirement below from: “Construct major street bridge on Fowler Avenue at Mill Ditch prior to issuance of first building permit. Submit detailed construction cost estimates prior to start of work to qualify for reimbursement.” To be replaced with the following: “Construct major street bridge on Fowler Avenue at Mill Ditch. Issuance of building permits will be contingent on progress of bridge construction. Submit detailed construction cost estimates prior to start of work to qualify for reimbursement.” 4. Item No. 51 within the Conditions of Approval dated August 2, 2023, for Vesting Tentative Tract Map No. 6366. Remove and replace the Public Works Department memorandum dated June 30, 2023 with the updated Public Works Department memorandum dated June 30, 2023 updating the original language relative to the bridge construction requirement below from: “Design and construct a Major Street Bridge at the intersection of Fowler Avenue Planning Commission Resolution No. 13808 Planned Development Permit Application No. P22 -04877 August 2, 2023 Page 2 and Mill Ditch. The timing of the bridge construction shall occur prior to permits.” To be replaced with the following: “Design and construct a Major Street Bridge at the intersection of Fowler Avenue at Mill Ditch. Issuance of building permits will be contingent on progress of bridge construction. Detailed construction cost estimates prior to start of work to qualify for reimbursement.” The foregoing Resolution was adopted by the Fresno City Planning Commission upon a motion by Commissioner Wagner, seconded by Commissioner Diaz. VOTING: Ayes - Wagner, Diaz, Bray, Criner, Hardie (vice chair), Lyday Noes - None Not Voting - None Absent - Vang (chair) DATED: August 2, 2023 _______________________________ JENNIFER K. CLARK, Secretary Fresno City Planning Commission Resolution No. 13808 Planned Development Permit Application No. P22-04877 Filed by Giannetta Engineering, on behalf of Granville Homes Action: Approve Exhibit N Exhibit O nbsgov.com Prepared by: Corporate Headquarters 32605 Temecula Parkway, Suite 100 Temecula, CA 92592 Toll free: 800.676.7516 Report For: Revised Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development March 2023 TABLE OF CONTENTS Section 1 | INTRODUCTION .................................................................................................... 1 Section 2 | BACKGROUND ...................................................................................................... 2 Analysis Methodology .............................................................................................................. 2 Current City Persons Served .................................................................................................... 3 Project Area Description .......................................................................................................... 4 Section 3 | REVENUE ESTIMATE ............................................................................................. 6 Property Tax Revenue .............................................................................................................. 6 Property Tax in Lieu of Vehicle License Fee (“VLF”) Revenue ................................................. 7 Documentary Transfer Tax ....................................................................................................... 8 Sales Tax Revenue .................................................................................................................... 9 Other City Revenue ................................................................................................................ 11 Allocation of Other Revenues to Population Served ............................................................. 12 Revenue Summary ................................................................................................................. 13 Section 4 | EXPENDITURES ESTIMATE .................................................................................. 15 Current Public Safety Service Level Expenditures.................................................................. 15 Allocation of Current Public Safety Service Level Expenditures to Population Served ......... 15 Current Public Safety Service Level Expenditures per Person Served ................................... 16 Total Expenditures Summary ................................................................................................. 16 Section 5 | FISCAL IMPACT ................................................................................................... 18 Section 6 | FISCAL IMPACT FUNDING OPTIONS .................................................................... 19 Community Facilities Districts ................................................................................................ 19 CFD Special Tax Recommendation ......................................................................................... 20 LIST OF TABLES Table 1. Current Persons Served .................................................................................................................... 4 Table 2. Project Area Development & Population Summary ......................................................................... 5 Table 3. Total Future Assessed Value of SFR and MFR Development ............................................................ 7 Table 4. Incremental Assessed Value of Future Residential Development.................................................... 7 Table 5. Property Tax Generated by Future Residential Development ......................................................... 7 Table 6. Property Tax in Lieu of VLF Ratio ...................................................................................................... 8 Table 7. Property Tax in Lieu of VLF Revenue ................................................................................................ 8 Table 8. Documentary Transfer Tax Generated by Future Development ...................................................... 9 Table 9. Estimated Total Incomes per SFR & MFR Unit ............................................................................... 10 Table 10. Sales Tax Revenue Generated By Project Area Residential Population ......................................... 10 Table 11. Other Revenues .............................................................................................................................. 11 Table 12. Other Revenues Allocation to Population Base .............................................................................. 12 Table 13. Other Revenue per Person Served ................................................................................................. 12 Table 14. Other Revenue Generated by Future Development ...................................................................... 13 Table 15. Total Revenue Summary ................................................................................................................. 13 Table 16. Total Revenue Summary By Future Development Type ................................................................. 13 Table 17. Revenue Allocable to Public Safety ................................................................................................ 14 Table 18. Revenue Allocable to Public Safety By Future Development Type ................................................ 14 Table 19. Current Public Safety Service Level Expenditures .......................................................................... 15 Table 20. Current Public Safety Expenditures Allocation to Population Base ............................................... 16 Table 21. Current Public Safety Service Level Expenditures per Person Served ............................................ 16 Table 22. Current Public Safety Service Level Expenditures Generated by Future Development ................. 16 Table 23. Expenditures Summary ................................................................................................................... 17 Table 24. Expenditures Summary by Future Development Type ................................................................... 17 Table 25. Annual Fiscal Impact ....................................................................................................................... 18 Table 26. Fiscal Impact by Development Type ............................................................................................... 18 Table 27. Proposed CFD Special Tax Rates ..................................................................................................... 20 City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 1 SECTION 1 | INTRODUCTION The City of Fresno (“City”) is undertaking a comprehensive review of the net fiscal impact to its police and fire safety (“Public Safety”) operational budgets (“Public Safety Operational Budget”) projected as a result of anticipated future residential development within a region of the City identified as the West Area Neighborhoods (“West Area Region”). Of note, the focus of this analysis is not on future development planned within the entirety of the West Area Region, but rather focuses specifically on residential development in a subset of the West Area Region referred to in this report as the Project Area (“Project Area”). A review of the revenues expected to be generated by projected development within the Project Area, as compared with expenditures the City will incur to provide police and fire safety/protection/suppression services (“Public Safety Services”) within the boundaries of the Project Area, determined that projected Single-Family Residential (“SFR”) and Multi-Family Residential (“MFR”) development within the Project Area will have a negative fiscal impact on the City’s Public Safety Operational Budget. To offset negative fiscal impacts created by projected development, NBS recommends the City consider establishing a funding source through a special financing district. This fiscal impact analysis provides background information, applicable financial information, and recommended actions for the City’s consideration. To accomplish these objectives, this report includes the following: • Background Information. The introductory portion of the report focuses on the City, projected development within specified regions in the City, and public services/operations under review. • Revenues. The revenue section of the report identifies and quantifies the various types of revenue sources projected to be generated for the City by planned development within the Project Area. • Expenditures. The expenditure section of the report identifies and quantifies the recurring cost burden placed upon the City’s Public Safety Operational Budget resulting from development within the Project Area. • Fiscal Impact. Using projected development’s identified revenues and expenditures, this section of the report identifies the overall fiscal impact on the City’s General Fund operations. Fiscal impacts are addressed on a development type basis using either a per dwelling unit, building square foot, lot square foot, or acre factor. • Recommendations. The report concludes with a summary of development-based fiscal impact findings and recommendations for the City’s consideration. City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 2 SECTION 2 | BACKGROUND As part of the overall decision-making process to move forward with proposed development, it is important to evaluate the financial benefits and strains development will have on a public agency’s existing and future operations. This analysis seeks to determine the fiscal impact of future development within the Project Area to the City’s Public Safety Operational Budget. Of note, the focus of this analysis is on the portion of the City’s total Public Safety Operational Budget accounted for within the City’s General Fund. Impacts to any Public Safety special funds are outside of the scope of this analysis and thus excluded from consideration. To determine anticipated fiscal impacts to the City’s Public Safety Operational Budget, this analysis is designed to quantify the approximate cost of providing Public Safety Services to the City’s projected future population within the examined Project Area. Analysis Methodology Figures presented in this report are based on data sources, methodologies, and assumptions deemed reasonable by NBS and City staff as of the date of this report. Data sources, conclusions drawn from data sources, methodologies, and assumptions used in this analysis are subject to change depending on shifts in variables including but not limited to: market conditions, environmental factors, development plans, City objectives, data availability, etc. This analysis utilizes data from various sources that are cited where applicable. Current-day dollar values are used due to the inability to project with accuracy revenue and expenditure amounts at time of buildout. No assumptions are made concerning when projected development examined in this report is expected to be completed, sold, or placed into service. The rounding of decimals may cause marginal variances between calculated and listed figures that appear in this report. The revenue portion of the fiscal impact analysis focuses on various taxes, fees, and other City revenues collected to fund ongoing operational costs. The expenditure portion of the fiscal impact analysis focuses on recurring expenditures incurred by the City to provide ongoing services to its population. There are several industry-accepted methodologies used for allocating a public agency’s recurring revenues and expenditures to future development. This fiscal analysis primarily employs two industry-standard approaches: the case study approach and the multiplier approach. CASE STUDY APPROACH When data used in a fiscal impact analysis is specific to the analysis itself and is not dependent on industry- accepted generalized multipliers such as the number of residents, employees, etc., the case study approach is utilized. The case study approach relies on development-specific data to estimate the fiscal impacts of projected future development. Data used in the case study approach may include various items applicable to future projections, including but not limited to: assessed valuations, property turnover rates, residential and employee populations, household incomes, estimated sales, and taxable expenditures. MULTIPLIER APPROACH The multiplier approach is used in a fiscal impact analysis when relationships between projected future development and revenues or expenditures generated from said development are difficult to quantify. This City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 3 approach assumes that certain revenues and expenditures are accurate indicators of future anticipated revenues and expenditures which can be quantified based on changes in, for example, the number of persons served by a public agency. To apply the multiplier approach, this report determines an average revenue or expenditure amount based upon a per person served basis. Depending on the type of revenue or expenditure, persons served can include residents, employees, or a combination of both. Current City Persons Served To best apply the multiplier approach in this fiscal impact analysis and to allocate applicable revenues and expenditures, current populations are identified. RESIDENTIAL POPULATION Current residential population data was obtained from the California Department of Finance (“CA DOF”) and City Annual Comprehensive Financial Report for the Fiscal Year Ended June 30, 2021 (“2021 ACFR”). Per the CA DOF, in 2021 the residential population of the City was 546,770. Per the 2021 ACFR, between 2012 and 2021, the City’s population grew annually by approximately 1%. For purposes of this analysis, the 2021 residential population is adjusted by 1% to estimate the City’s 2022 residential population. EMPLOYEE POPULATION Current employee population data was obtained from the 2021 ACFR. Per the 2021 ACFR, in 2021 the employee population of the City (i.e., number of jobs within the City) was 404,300. Between 2012 and 2021, the employee population of the City grew annually by approximately 8%. For purposes of this analysis, the 2021 employee population is adjusted by 5% rather than 8% to conservatively estimate the City’s 2022 employee population. PERSONS SERVED Using residential and employee population estimates identified above, the total number of persons served within the City can be calculated. When establishing the total number of persons served within the City, this analysis acknowledges that an employee population does not have the same impact on demand for public services as a residential population. This is especially true for the portion of the employee population which works within the City but resides outside of its boundaries. While the exact service- demand relationship between an employee and a resident is difficult to quantify with accuracy, an industry-standard correlation of one-half employee to one resident is commonly used. This 50% adjustment suggests that a resident will have twice the impact on a public agency’s revenues and demand for services as that of an employee within the City. The 50% adjustment also seeks to account for employees included within the identified employee population count that are also residents of the City. Applying the 50% adjustment to the City’s existing employee population base, the total number of persons served within the City is calculated in the following table. City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 4 TABLE 1. CURRENT PERSONS SERVED Description Total Current Residential Population (1) 552,238 Current Employee Population (2) 424,515 Adjusted Employee Population (3) 212,258 Current Persons Served (4) 764,496 (1) 2021 residential population escalated by 1%. (2) 2021 employee population escalated by 5%. (3) Current Employee Population adjusted by 50%, rounded to the nearest whole number. (4) Equal to (Current Residential Population) + (Adjusted Employee Population). Project Area Description The Project Area development will consist of approximately 238 acres of land generally located north of West Shields Avenue, east of North Bryan Avenue, south of West Ashlan Avenue, and west of North Polk Avenue. The parcels comprising the Project Area development are highlighted in the following graphic. As of the date of this report, two specific SFR developments are planned within the Project Area. Tract Map No. 6234 (“Tract Map No. 6234”), prepared on October 2, 2018, indicates that approximately 90 of the 238 acres comprising the Project Area will develop to contain 486 SFR units with an average density of 5.39 SFR units per acre. Final Map of Tract 6310 (“Tract Map No. 6310”), prepared in January 2021, indicates that approximately seven and a half of the 238 acres comprising the Project Area will develop to contain 38 SFR units with an average density of 5.07 SFR units per acre. Taking a weighted average of the residential densities of Tract Maps No. 6234 and 6310 produces a density of approximately 5.37 SFRs per acre (“Average SFR Density”). For the remaining 140 acres within the Project Area, Map 5-1 of the West Area Neighborhoods Specific Plan (“West Area Specific Plan”) titled Specific Plan Proposed Planned Land Use (“Specific Plan Use Map”) City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 5 was considered. Per the Specific Plan Use Map, of the remaining 140 acres, approximately seven will develop into a neighborhood park, 20 will develop into a ponding basin, and the remaining 113 acres will develop into Medium Density residential development defined in the West Area Specific Plan as having a residential density of 5.0-12.0 dwelling units per acre. To account for the possibility of MFR development occurring within the aforementioned 113 acres, this analysis assumes that approximately 93 acres will develop to contain SFR units with a density equal to the Average SFR Density and approximately 20 acres will develop to contain MFR units with a density equal to 20 MFR units per acre (“Average MFR Density”). This split is estimated based on County assigned land use codes and the Specific Plan Land Use Map. The Average MFR Density aligns with the residential development category Urban Neighborhood defined in the West Area Specific Plan as having a density equal to 16 to 30 dwelling units per acre. According to the United States Census Bureau (“US Census Bureau”), as of 2020, the average household density within the City was approximately 3.04 persons per housing unit. The residential density of 3.04 persons per unit is assigned to the SFR development category, and applied to the MFR development category after being discounted by 20%. The 20% discount seeks to reflect that, on average, SFR units have a greater capacity to house individuals than MFR units. The MFR residential density discount of 20% is estimated as of the time of this report and is subject to change. A summary of the projected development within the Project Area is presented in the following table. TABLE 2. PROJECT AREA DEVELOPMENT & POPULATION SUMMARY Development Type Acres (1) Units per Acre (2) Unit Count (3) Residential Density (4) Residents (5) SFR 190.70 5.37 1,023 3.04 3,110 MFR 19.97 20.00 399 2.43 970 Park 7.39 N/A N/A N/A N/A Ponding Basin 20.00 N/A N/A N/A N/A Totals 238.06 1,422 4,080 (1) Per Fresno County Secured Roll Data (“County Secured Roll Data”) available as of the date of this report. (2) Reflects Average SFR Density and Average MFR density. (3) Equal to (Acres) x (Units per Acre). (4) For SFR, sourced from US Census Bureau. SFR density discounted by 20% and applied to MFR development category. Discount is estimated and subject to change. (5) Equal to (Unit Count) x (Residential Density). The 4,080 residents that will be added to the City’s existing residential population as a result of development within the Project Area represents an increase of approximately 0.74%. City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 6 SECTION 3 | REVENUE ESTIMATE The City relies on various forms of revenues, with a majority of the City’s General Fund revenues deriving from property taxes, sales taxes, charges for service, and various other taxes and fees. The case study approach is used to determine the estimated property tax revenue generated for the City by projected future development within the Project Area, and the multiplier approach is used to allocate certain other types of revenue projected to be generated for the City. Property Tax Revenue Under California law, non-exempt property pays an ad valorem property tax equal to 1% of the assessed value of the property. Any additional voter-approved taxes or assessments will result in a total property tax rate burden that can exceed 1% of the property’s assessed value. The property tax revenue received from the 1% ad valorem property tax rate is then allocated to various overlapping public agencies based upon their authorized allocation for each Tax Rate Area (“TRA”). Across the TRAs comprising the Project Area, of the 1% ad valorem property tax collected from property within its boundaries, the City receives approximately 16.96%. RESIDENTIAL DEVELOPMENT Property is subject to the 1% ad valorem tax rate unless it can qualify for an exemption under existing California laws. Certain types of property that are granted this property tax exemption, also known as the Welfare Exemption (“Welfare Exemption”), include hospitals, universities, churches, affordable housing, and other nonprofits. If the Welfare Exemption is granted, the property will not be subject to the 1% ad valorem property tax. However, the property may still be subject to other assessments, taxes, and charges levied by local governments. Future SFR and MFR development within the Project Area is projected to be subject to the 1% ad valorem property tax rate. The Project Area is not expected to contain any Affordable Housing development which would be expected to qualify for the Welfare Exemption and thus be exempt from the 1% ad valorem property tax. To calculate the amount of property tax revenue projected to be generated for the City by future SFR and MFR development, the estimated value of each property type given market conditions at the time of this report are considered. This analysis assumes that all SFR units will be owner-occupied, apply, and qualify for a Homeowner Exemption which reduces the assessed value of each unit by $7,000. It is also assumed that all MFR units will be renter-occupied and ineligible to receive a Homeowner Exemption. City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 7 TABLE 3. TOTAL FUTURE ASSESSED VALUE OF SFR AND MFR DEVELOPMENT Description SFR MFR Total Estimated Total Value per Unit (1) $399,000 $155,558 N/A Homeowner Exemption 7,000 - N/A Assessable Value per Unit (2) 392,000 155,558 N/A Unit Count (3) 1,023 399 1,422 Total Future Assessed Value (4) $401,016,000 $62,067,642 $463,083,642 (1) Value for SFR drawn from Zillow.com Home Value Index for the City. Value for MFR drawn from an analysis of the average assessed value per unit for MFR prepared by the City of Fresno as of March 2023. Figures reflect market conditions as of the date of this report and are subject to fluctuation. (2) Equal to (Estimated Total Value per Unit) – (Homeowner Exemption). (3) Identified in Table 2. (4) Equal to (Assessable Value per Unit) x (Unit Count). Undeveloped land zoned for residential use currently generates a level of property tax revenue for the City. For purposes of assigning current assessed value to property that will contain projected future SFR and MFR development, County Secured Roll Data was analyzed. The incremental assessed value of projected future SFR and MFR development within the Project Area is calculated in the following table. TABLE 4. INCREMENTAL ASSESSED VALUE OF FUTURE RESIDENTIAL DEVELOPMENT Description SFR MFR Total Total Future Development Assessed Value $401,016,000 $62,067,642 $463,083,642 Current Assessed Value (1) 8,180,817 342,356 8,523,173 Incremental Assessed Value (2) $392,835,183 $61,725,286 $454,560,469 (1) Per County Secured Roll Data. (2) Equal to (Total Future Development Assessed Value) - (Current Assessed Value). The amount of property tax revenue expected to be generated by future taxable residential development within the Project Area is calculated in the following table. TABLE 5. PROPERTY TAX GENERATED BY FUTURE RESIDENTIAL DEVELOPMENT Description SFR MFR Total Incremental Assessed Value $392,835,183 $61,725,286 $454,560,469 1% Ad Valorem $3,928,352 $617,253 $4,545,605 Property Tax Generated for City (1) $666,248 $104,686 $770,935 (1) Equal to (1% Ad Valorem) x (City share of 1% Ad Valorem, 1 6.96%). Property Tax in Lieu of Vehicle License Fee (“VLF”) Revenue Property tax in lieu of VLF is revenue the City receives in addition to the City’s share of ad valorem property tax revenues. In 2004, the California Legislature permanently reduced the VLF rate from 2.00% to 0.65% and compensated cities and counties for their revenue loss with a like amount of property taxes, dollar for dollar. A public agency’s property tax in lieu of VLF revenue allocation changes in proportion to the growth or decline in gross assessed valuation. City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 8 Using total City assessed values detailed in the 2021 ACFR and property tax in lieu of VLF amounts received by the City, as confirmed by City staff, the ratio of property tax in lieu of VLF received by the City to the City’s gross assessed value is calculated in the following table. TABLE 6. PROPERTY TAX IN LIEU OF VLF RATIO Description Fiscal Year 2020/21 Value City Total Assessed Value (1) $38,558,581,315 VLF Revenue (2) 49,459,237 Property Tax in Lieu of VLF Ratio (3) 0.1283% (1) Per the 2021 ACFR. (2) Confirmed by City staff. (3) Equal to (VLF Revenue) / (City Total Assessed Value). The property tax in lieu of VLF ratio is applied to the incremental assessed value of projected future development within the Project Area to estimate the amount of property tax in lieu of VLF to be generated by said development. TABLE 7. PROPERTY TAX IN LIEU OF VLF REVENUE Description Incremental Assessed Value (1) Property Tax in Lieu of VLF Ratio Property Tax in Lieu of VLF Revenue (2) SFR $392,835,183 0.1283% $504,008 MFR 61,725,286 0.1283% 79,194 Totals $454,560,469 $583,201 (1) Identified in Table 4. (2) Equal to (Incremental Assessed Value) x (Property Tax in Lieu of VLF Ratio). Documentary Transfer Tax When property is sold, a documentary transfer tax is charged and distributed to the City and County. The documentary transfer tax is charged at a rate of $0.55 per $500 of assessed value, or $1.10 per $1,000 of assessed value. To determine the annual documentary transfer tax revenue, estimated property turnover rates are considered. This analysis assumes that SFR will turnover approximately every 13 years, resulting in an annual turnover rate of about 8%, and MFR units will turnover approximately every 20 years, resulting in an annual turnover rate of 5%. Utilizing the estimated incremental assessed value of projected future development and estimated annual turnover rates, the City’s share of the documentary transfer tax is calculated in the following table. City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 9 TABLE 8. DOCUMENTARY TRANSFER TAX GENERATED BY FUTURE DEVELOPMENT Description SFR MFR Incremental Assessed Value $392,860,046 $61,725,286 Estimated Annual Turnover Rate (1) 8% 5% Annual Turnover Assessed Value (2) 31,428,804 3,086,264 Annual Turnover Assessed Value / $1,000 31,429 3,086 Documentary Transfer Tax Rate per $1,000 (3) 0.55 0.55 Documentary Transfer Tax Revenue $17,286 $1,697 (1) Source for SFR rate: “Latest Calculations Show Average Buyer Expected to Stay in Home 13 Years,” Economic and Housing Policy, National Association of Homebuilders. MFR rate estimated and subject to change. (2) Equal to (Incremental Assessed Value) x (Estimated Annual Turnover Rate). (3) $1.10 tax rate is split $0.55 to the County and $0.55 to the City. Sales Tax Revenue A sales tax is a tax levied on the sale, transfer, or exchange of a taxable item or service. A base sales tax of 7.25% is levied in California, and revenue generated from the sales tax is allocated to certain state and local jurisdictions. The City receives 1.00% of the base state sales tax rate. In addition to the base state sale tax, the County levies three additional taxes. A 0.50% sales tax is levied through Measure C. Measure C was originally passed by the County’s electorate in 1986 and extended for an additional 20 years in 2006. Unless renewed by the County’s electorate, Measure C is set to expire in 2027. A 0.10% sales tax is levied through Measure Z. Measure Z was originally passed in 2004, renewed in 2014, and unless renewed by the County’s electorate, is set to expire in 2025. A 0.125% sales tax is levied through Measure B. Measure B was originally passed in 1998, renewed in 2012, and unless renewed by the County’s electorate, is set to expire in 2029. The City levies an additional 0.375% transaction and use tax through Measure P which the City Council certified in 2021. The Measure P transaction and use tax is levied to generate funds for the City’s Clean and Safe Neighborhood Parks Account. Funds may only be used to: beautify streets, expand access to arts, service parks, recreation facilities, after-school facilities, walking/biking trails, and the San Joaquin River Parkway. This analysis seeks to focus solely on general revenue streams that will be consistently available to the City, therefore voter-approved taxes which expire such as the Measure C and Measure Z sales taxes, or are earmarked for specific uses such as the Measure P sales tax are excluded from consideration in this report. The sales tax rate used to project sales tax revenue for the City in this analysis is 1.00%. FUTURE RESIDENTS To determine the amount of sales tax revenue expected to be generated by the residential population that will result from projected residential development within the Project Area, estimated household incomes and the percentage of income spent on taxable retail sales per housing unit are considered. In 2021, the Joint Center for Housing Studies of Harvard University authored the 2021 State of the Nation’s Housing report (“Harvard Study”). As noted earlier in this report, it is assumed that future residents of MFR units will be renters rather than owners. The Harvard Study notes that many renters in the nation are City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 10 burdened by the cost of their rent. The study categorizes renters paying more than 30% of their income on rent as being moderately cost-burdened (“Moderately Cost Burdened”) and categorizes renters paying more than 50% of their income on rent as being severely cost-burdened (“Severely Cost Burdened”). Per the Harvard Study, in 2019 within Fresno Metro Area, approximately 24% of renters were Moderately Cost Burdened and 29% were Severely Cost Burdened, indicating that approximately 53% of all renters in the region experience some level of cost burden as a result of their rent. Thus, this analysis assumes that residents of future MFR units within the Project Area will need to allocate 35% of their incomes to rent, representing a rent cost burden greater than that defined by “Moderate” but lesser than that defined by “Severe.” as described in the Harvard Study. The projected household incomes within SFR and MFR units are calculated in the following table. TABLE 9. ESTIMATED TOTAL INCOMES PER SFR & MFR UNIT Description Value Estimated Annual Household Income per SFR Unit (1) $101,908 Monthly Rent per MFR Unit (2) 1,737 % of Income Dedicated to Rent (3) 35% Estimated Annual Household Income per MFR Unit $59,554 (1) 2022 average household income, per ESRI Demographic and Income Profile for the City of Fresno. (2) Equal to asking rent per MFR Unit per CoStar average of MFR developments constructed after January 2020. Value reflects market conditions as of the date of this report and is subject to fluctuation. (3) Estimated using rent cost burden data found within the Harvard Study. Subject to change. The estimated amount of sales tax revenue generated by residents of future SFR and MFR development are presented in the following table. TABLE 10. SALES TAX REVENUE GENERATED BY PROJECT AREA RESIDENTIAL POPULATION Description SFR MFR Estimated Annual Household Income per Unit (1) $101,908 $59,554 Unit Count (2) 1,023 399 % of Household Income Allocated to Taxable Retail Sales (3) 28% 37% % of Sales Projected to Occur Within City Boundaries (4) 70% 70% Sales Tax Revenue (5) $204,334 $61,544 (1) Identified in Table 9. (2) Identified in Table 2. (3) Sourced from reports authored by the firm ALH Urban and Regional Economics using data compiled by the United States Bureau of Labor Statistics. Percentages are estimated to apply to the Project Area as of the date of this report. Subject to change in response to market fluctuations or the availability of new data. (4) Estimated, subject to change. (5) Equal to (Estimated Annual Household Income per Unit) x (Unit Count) x (% of Household Income Allocated to Taxable Retail Sales) x (% of Sales Projected to Occur Within City Boundaries) x (1.00%) City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 11 Other City Revenue The City receives revenue from various other sources including fees, fines, penalties, charges for services, and other revenues (“Other Revenues”). For purposes of this analysis, revenues that are not considered include one-time building and planning permits, room taxes, interest from City investments, use of money and property, special project funds, grants, and inter/intragovernmental revenues. To account for increased Other Revenues associated with additional demand for public services, Other Revenues are allocated to projected development using the multiplier approach. However, development- induced increases in Other Revenues may not necessarily result in a direct 1:1 relationship increase in Other Revenues. For example, a 20% increase in the City’s residential population may not cause a 20% increase in Cannabis Revenues for the City. A portion of the City’s Other Revenues may increase marginally as a result of population increases. Therefore, to account for relationships between Other Revenues and population changes that are less than 1:1, City Other Revenues have been adjusted to conservatively estimate the impact of projected development on Other Revenues. Of note, Other Revenue adjustments are estimates based on the individual characteristics of projected development and industry-standard assumptions. The original budgeted expenditure amounts, the impact adjustment percentage, and the adjusted Other Revenue amounts are presented in the following table. Fiscal Year 2022/23 Other Revenues are sourced from the City’s Adopted Fiscal Year 2022 Budget (“2022 Budget”). TABLE 11. OTHER REVENUES Other Revenue Type (1) Fiscal Year 2022/23 Amount (2) Impact Adjustment Percentage (3) Adjusted Fiscal Year 2022/23 Amount (4) Business License $21,997,000 70% $15,397,900 Franchise Fees 15,646,000 75% 11,734,500 Charges for Current Services 40,037,000 70% 28,025,900 Cannabis 4,349,200 65% 2,826,980 Other Taxes & Fees 6,620,000 50% 3,310,000 Total $88,649,200 $61,295,280 (1) Room Tax, intergovernmental revenues, and intragovernmental governmental revenues excluded from consideration due to a low likelihood of revenue amounts changing materially in response to the Project Area development. (2) Per 2022 Budget. Other Taxes & Fees total includes All Other amount listed in 2022 Budget. (3) Values are estimated and subject to change. (4) Equal to (Fiscal Year 2022/23 Amount) x (Impact Adjustment Percentage). City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 12 Allocation of Other Revenues to Population Served Each City Other Revenue line item was categorized as corresponding to the residential and employee population, solely the residential population, or solely the employee population. The following table provides the persons served category for each of the recurring Other Revenue categories. TABLE 12. OTHER REVENUES ALLOCATION TO POPULATION BASE Description Population Base Business License Employees Franchise Fees Persons Served Charges for Current Services Persons Served Cannabis Persons Served Other Taxes & Fees Persons Served After adjusting the estimated Fiscal Year 2022/23 Other Revenues to account for relationships that are less than a 1:1 relationship, the total Other Revenue amount to be considered is approximately $61.2 million. This figure is used to determine what additional Other Revenue amounts the City can expect to receive as a result of projected development within the Project Area. It is assumed that current per capita revenue amounts will serve as the best indicator of future per capita revenue amounts, thus, to allocate Other Revenues to projected future development, the multiplier approach is utilized. Using the current City persons served population, Other Revenue per person served is calculated, as shown in the following table. TABLE 13. OTHER REVENUE PER PERSON SERVED Description (1) Adjusted Fiscal Year 2022/23 Amount (2) Current City Persons Served (3) Amount per Person Served (4) Franchise Fees $11,734,500 764,496 $15.35 Charges for Current Services 28,025,900 764,496 36.66 Cannabis 2,826,980 764,496 3.70 Other Taxes & Fees 3,310,000 764,496 4.33 Totals $45,897,380 $60.04 (1) Business License revenue excluded as no employees are expected to be generated by development within the Project Area. (2) Calculated in Table 11. (3) Identified in Table 1. (4) Equal to (Adjusted Fiscal Year 2022/23 Amount) / (Current City Persons Served). To determine the amount of Other Revenue allocated to projected residential development, the amount per person served calculated in the previous table is multiplied by the increase in persons served that will result from future development. City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 13 TABLE 14. OTHER REVENUE GENERATED BY FUTURE DEVELOPMENT Description Project Area Increase in Persons Served (1) Amount per Person Served Other Revenue (2) Franchise Fees 4,080 $15.35 $62,625 Charges for Current Services 4,080 36.66 149,570 Cannabis 4,080 3.70 15,086 Other Taxes & Fees 4,080 4.33 17,665 Totals $60.04 $244,947 (1) Identified in Table 2. (2) Equal to (Project Area Increase in Persons Served) x (Amount per Person Served). Revenue Summary A summary of the total revenues examined in this report projected to be generated by future development within the Project Area is presented in the following tables. TABLE 15. TOTAL REVENUE SUMMARY Revenue Description Total Property Tax $770,935 Property Tax in Lieu of VLF 583,201 Documentary Transfer 18,982 Sales Tax 265,878 Other 244,947 Total $1,883,943 TABLE 16. TOTAL REVENUE SUMMARY BY FUTURE DEVELOPMENT TYPE Development Type Total SFR $1,578,587 MFR 305,356 Total $1,883,943 As noted in Section 1 of this report, the focus of this analysis is to determine the impact future development within the Project Area will have on the portion of the City’s Public Safety Operational Budget housed within its General Fund. Thus, the estimated portion of total revenues that may be allocated to the City’s Public Safety Operational Budget must be quantified. The 2022 Budget states that Public Safety comprises approximately 64% of all General Fund uses. Thus, to remain consistent with current City expenditures, this analysis assumes that only 64% of total revenues will be allocated to providing Public Safety services. City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 14 TABLE 17. REVENUE ALLOCABLE TO PUBLIC SAFETY Revenue Description Total Property Tax $493,398 Property Tax in Lieu of VLF 373,249 Documentary Transfer 12,149 Sales Tax 170,162 Other 156,766 Total $1,205,724 TABLE 18. REVENUE ALLOCABLE TO PUBLIC SAFETY BY FUTURE DEVELOPMENT TYPE Development Type Total SFR $1,010,296 MFR 195,428 Total $1,205,724 City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 15 SECTION 4 | EXPENDITURES ESTIMATE The revenues identified in Section 3 of this report are intended to pay for recurring expenditures related to Public Safety services provided by the City. Current Public Safety Service Level Expenditures Future development will add residents and employees to the City’s existing population base. This residential and employee population increase will place additional demands on existing Public Safety services provided by the City. To account for increased expenditures associated with additional demand for Public Safety services, City expenditures are allocated to projected development within the Project Area using the multiplier approach. However, development-induced increases in demand for Public Safety services may not necessarily result in a direct 1:1 relationship increase in expenditures (i.e., there are some “step” functions). For example, a 20% increase in the City’s residential population may not cause a 20% increase in Police or Fire expenditures. A portion of the City’s expenditures are fixed or will increase incrementally as a result of population increases. Therefore, to account for relationships between Public Safety expenditures and population changes that are less than 1:1, City Public Safety expenditures have been adjusted to conservatively estimate the impact of projected development on the City’s Public Safety Operational Budget. Of note, expenditure adjustments are estimates based on the individual characteristics of projected development and industry-standard assumptions. The original budgeted expenditure amounts, the demand adjustment percentage, and adjusted expenditure amounts are presented in the following table. TABLE 19. CURRENT PUBLIC SAFETY SERVICE LEVEL EXPENDITURES Description Fiscal Year 2022/23 Expenditures (1) Demand Adjustment Percentage (2) Adjusted Fiscal Year 2022/23 Expenditures (3) Fire $75,290,500 95% $71,525,975 Police 194,538,900 95% 184,811,955 Totals $269,829,400 $256,337,930 (1) Per FY 2022 Budget. (2) Estimated; subject to change. (3) Equal to (Fiscal Year 2022/23 Expenditures) x (Demand Adjustment Percentage). After adjusting the estimated Fiscal Year 2022/23 Expenditures to account for relationships that are less than a 1:1 relationship, the total expenditure amount to be considered is approximately $256.3 million. This figure is used to determine the current service level expenditures per person served in the City, which in turn is used to calculate what additional current City expenditures will result from projected development. Allocation of Current Public Safety Service Level Expenditures to Population Served Public Safety expenditures are categorized as being tied to serving the residential and employee population, solely the residential population, or solely the employee population. The following table provides the persons served category for each of the recurring current Public Safety expenditure categories. City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 16 TABLE 20. CURRENT PUBLIC SAFETY EXPENDITURES ALLOCATION TO POPULATION BASE Description Population Base Fire Persons Served Police Persons Served Current Public Safety Service Level Expenditures per Person Served Using the multiplier approach, the number of persons served within each expenditure category is applied to the corresponding adjusted expenditure line item to determine the allocable expenditure per person. The table below provides the current service level expenditures per person served for each of the listed expenditure categories. TABLE 21. CURRENT PUBLIC SAFETY SERVICE LEVEL EXPENDITURES PER PERSON SERVED Description Adjusted Fiscal Year 2022/23 Expenditures (1) Current City Persons Served (2) Amount per Person Served (3) Fire $71,525,975 764,496 $93.56 Police 184,811,955 764,496 241.74 Totals $256,337,930 $335.30 (1) Calculated in Table 19. (2) Identified in Table 1. (3) Equal to (Adjusted Fiscal Year 2022/23 Expenditures) / (Current City Persons Served). To determine the amount of current service level expenditures allocated to projected development within the Project Area, the amount per person served calculated in the previous table is multiplied by the increase in persons served that will result from future development. TABLE 22. CURRENT PUBLIC SAFETY SERVICE LEVEL EXPENDITURES GENERATED BY FUTURE DEVELOPMENT Description Increase in Persons Served (1) Amount per Person Served Current Expenditures (2) Fire 4,080 $93.56 $381,724 Police 4,080 241.74 986,314 Totals $335.30 $1,368,037 (1) Identified in Table 2. (2) Equal to (Increase in Persons Served) x (Amount per Person Served). Total Expenditures Summary Projected residential will cause the City to incur additional various forms of expenditures to provide Public Safety services to its current and future populations. A summary of the expenditures projected to be generated by future development is presented in the following tables. City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 17 TABLE 23. EXPENDITURES SUMMARY Description Total Current Public Safety Service Level Expenditures $1,368,037 Total $1,368,037 TABLE 24. EXPENDITURES SUMMARY BY FUTURE DEVELOPMENT TYPE Development Type Total SFR $1,042,793 MFR 325,244 Total $1,368,037 City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 18 SECTION 5 | FISCAL IMPACT Based on the estimated total revenue calculated in Section 3 and the estimated total expenditures calculated in Section 4, there is a net negative fiscal impact as a result of projected future development within the Project Area. The table below sets forth the total anticipated negative fiscal impact. TABLE 25. ANNUAL FISCAL IMPACT Description Value Total City Revenues $1,205,724 Total City Expenditures (1,368,037) City Positive / (Negative) Fiscal Impact ($162,314) The fiscal impact future development is projected to have on the City’s Public Safety Operational Budget is presented in the following table. TABLE 26. FISCAL IMPACT BY DEVELOPMENT TYPE Development Type Revenues Expenditures Fiscal Impact SFR $1,010,296 ($1,042,793) ($32,498) Negative MFR 195,428 (325,244) (129,816) Negative Total $1,205,724 ($1,368,037) ($162,314) The net fiscal impact identified in this section is based on revenues and expenditures projected to be generated by future development within the Project Area. Revenues generated through Community Facilities District special tax rates proposed through this report must and can only be used to finance eligible services, as detailed in Section 6 of this report. City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 19 SECTION 6 | FISCAL IMPACT FUNDING OPTIONS To mitigate the negative fiscal impacts identified in Section 5 of this report, the City should consider the establishment of a special financing district (“SFD”), which could include a special tax or a special assessment. Since the City’s negative fiscal impacts are attributable to the provision of general services, a special assessment may not be the most appropriate funding option for the City to mitigate those impacts. Special assessments require the identification and separation of general and special benefits. Special benefits can be assessed to property, but all general benefits must be funded by sources other than the special assessments. Therefore, a special assessment would not entirely alleviate the identified negative fiscal impacts. Alternatively, the City could implement a special tax. Community Facilities Districts A Community Facilities District (“CFD”), also referred to as a Mello-Roos District, is a type of SFD that is established via the Mello-Roos Community Facilities District Act of 1982 (“1982 Act”). Through the levy and collection of a special tax, CFDs provide funding for authorized public improvements and/or public services. The CFD’s Rate and Method of Apportionment includes procedures for identifying and classifying property within the CFD, establishing the initial maximum special tax rates, and the formula for calculating the annual special tax and assigning the special tax to taxable property within the CFD. Since a CFD authorizes the levy and collection of a special tax as opposed to a special assessment, there is no requirement to make a finding of special benefit for the property subject to the special tax. However, the special tax should be based on a benefit received by property, the cost of providing the facilities or services, or some other reasonable basis for assigning the special tax, as determined by the relevant legislative body. To establish a CFD, the 1982 Act requires two-thirds approval of the registered voters, residing within the proposed CFD boundary, voting in the special tax election. If there are less than 12 registered voters within the proposed CFD boundaries, then a landowner special tax election can take place. In the case of a landowner special tax election, a two-thirds approval is still required, and each landowner receives one vote per acre or portion of an acre of land owned. It should be noted that if a CFD is approved via a landowner special tax election, the CFD is only authorized to fund additional services. In Building Industry Association of the Bay Area v. City of San Ramon, the California Appellate Court held that a landowner- approved CFD can only fund the increase in demand for pre-existing services, so long as the special tax revenue is not available for general government purposes. The additional services funded by the CFD shall not replace services already available and provided within the boundaries of the CFD. Furthermore, special tax revenue generated from the CFD can only be used to fund the authorized public services outlined in the 1982 Act. CFD authorized public services include fire protection and park maintenance/lighting services. It should be noted that any CFD formed by the City, as well as any potential annexations to that CFD, would be approved by a landowner special tax election, as new development projects would be required to participate in the CFD as a condition of approval. FUTURE DEVELOPMENT SPECIFIC COSTS In addition to using a CFD to mitigate the negative fiscal impacts of future development, the CFD can also fund authorized CFD services that are intended to provide an enhanced level of service or services that are unique to future development. These services would be in addition to any identified negative fiscal impacts City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 20 placed upon the City in providing existing levels of public services. Funding for any enhanced and/or additional recurring public service costs, including repairs and replacements, reserves and administration can be accomplished through a CFD. BENEFITS TO THE CITY Through the formation of a CFD, the City can establish an ongoing funding source that mitigates negative fiscal impacts created by future residential and non-residential development, as well as provide funding for new or enhanced services within the City. To keep pace with changing costs, the CFD’s maximum special tax rate can include an annual escalation factor based on an annual fixed amount or tied to a specific inflation index. Furthermore, the CFD special tax can be established without a sunset date so that the CFD special tax can be levied in perpetuity or until voters choose to end it. CFD Special Tax Recommendation For the City to continue to provide vital public services to its population base as it continues to grow, the City must ensure that developing property pays their fair share of any additional financial burdens placed upon the City’s operational budget, including the cost of additional services required because of such development. To mitigate the negative fiscal impacts identified in Section 5 of this report, the City should consider establishing a CFD. The levy and collection of the special tax could generate sufficient revenue to offset the negative fiscal impacts to the City. Furthermore, a CFD provides the flexibility to generate additional revenue to fund any enhanced or new project specific costs desired by future development. The CFD’s Rate and Method of Apportionment establishes the special tax formula and sets the initial maximum special tax rates. A benefit of a CFD is that it allows for a great deal of flexibility in structuring the special tax formula so that the formula and maximum special tax rates best fit and accomplish specific needs. In this case, the CFD special tax rates could be sized to recover the annual negative fiscal impact of development, recover ongoing administrative costs related to the CFD, and could be structured to create both residential special tax rates and non-residential special tax rates. CFD SPECIAL TAX RATES Based on the overall fiscal impact resulting from projected future SFR and MFR development, the proposed annual base CFD special tax rates for Public Safety services are provided in the following table for consideration by the City. TABLE 27. PROPOSED CFD SPECIAL TAX RATES Development Type CFD Special Tax Rates (1) Per Rate as % of Value per Unit (2) Average Current Effective Tax Rate (3) Combined Tax Rate (4) SFR $164 Unit 0.04% 1.23% 1.28% MFR 112 Unit 0.07% 1.25% 1.32% (1) Rates for services portion; includes $15 for CFD administration costs. (2) Taxable value per SFR unit projected to be $392,000. Value per MFR unit projected to be $106,032. (3) Calculated using the Fiscal Year 2021/22 tax bills of existing residential development. Includes estimated fixed charges. (4) Equal to (Rate as % of the Value per Unit) + (Average Current Effective Tax Rate). Any discrepancies due to the rounding of decimals. City of Fresno Fiscal Impact Analysis of West Area Neighborhoods Project Area Residential Development 21 The CFD special tax rates presented in Tables 27 would represent initial CFD maximum special tax rates to mitigate the identified negative fiscal impacts, as well as the added costs for administering the CFD. Furthermore, the CFD would be structured to include a special tax escalation factor, which would allow for an annual increase to the initial CFD maximum special tax rates. While the CFD maximum special tax rates would increase on an annual basis, the City is not required to levy the special tax at the CFD maximum special tax rates each year. To meet the CFD annual special tax requirement and fund authorized services and administrative costs, the City has the flexibility to levy a CFD special tax amount that is less than or equal to the CFD maximum special tax. City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1271 Agenda Date:9/14/2023 Agenda #: REPORT TO THE CITY COUNCIL FROM:JENNIFER CLARK, Director Planning & Development Department SUBJECT Hearing to consider adoption of resolutions related to the designation of properties to the Local Register of Historic Resources and adoption of findings necessary to support recommendation pursuant to FMC 12-1609 1. ***RESOLUTION - A Resolution of the City Council of the City of Fresno, California, designating the Dr. Earl R. Meyers Sr. & Mrs. Mattie B. Meyers Fresno Street Medical Arts Center located at 444 Fresno Street, Fresno California to the Local Register of Historic Resources (Council District 3) (Subject to Mayor’s veto). RECOMMENDATION The Historic Preservation Commission recommends that the City Council adopt the attached Resolutions designating the Dr. Earl R. Meyers Sr. & Mrs. Mattie B. Meyers Fresno Street Medical Arts Center located at 444 Fresno Street (APN 46725501) to the Local Register of Historic Resources pursuant to Fresno Municipal Code 12-1607 and 12-1609. EXECUTIVE SUMMARY Consider a request submitted by Dr. David C. Marshall to designate the Fresno-Klette Medical Arts Center as a historic resource on the Fresno Local Register of Historic Resources based on its association with Dr. Earl Randolph Meyers. The resource was evaluated with respect to the historic resource criteria of the City of Fresno’s Historic Preservation Ordinance, Article 16 of Chapter 12 of the Fresno Municipal Code and was publicly noticed in the Fresno Bee as required by the Ordinance. The Historic Preservation Commission held a noticed public hearing on September 26, 2022 and concluded that the property was eligible for listing on the Local Register of Historic Resources under the criteria FMC 12-1607(a)(1)(i) and 12-1607(a)(1)(ii). The Commission hereby forwards the nominations to the City Council for consideration. BACKGROUND Historical Context Dr. Earl Randolph Meyers led a remarkable life which was exemplified in his work advancing medicine in historically underserved minority communities in West Fresno and beyond. The medical City of Fresno Printed on 9/18/2023Page 1 of 4 powered by Legistar™ 9/14/2023 LC/NE 6-0 MA ABSENT R. 2023-248 File #:ID 23-1271 Agenda Date:9/14/2023 Agenda #: medicine in historically underserved minority communities in West Fresno and beyond.The medical complex located at 444 Fresno St.is an example of the dedication to ensuring equal access to medicine to predominantly Black patients. Prior to World War II,there was only one Black medical doctor in Fresno,Dr.Henry Wallace.Dr. Wallace was an inspiration to the young Earl Meyers when his mother was gravely ill.Due to Dr. Wallace’s influence,Meyers sought to pursue a career in medicine.He attended the Columbia School and matriculated to Edison High School.However,after learning that he needed to study Latin to attend medical school,Meyers sought a transfer to the predominantly white Fresno High School.After high school,Meyers attended Fresno State College until the onset of World War II at which point,he applied to attend Meharry Medical College in Nashville,Tennessee,one of only two medical schools in the nation accepting Black candidates.After completing his internship and residency, Dr. Meyer was recruited to return to Fresno by Dr. Henry Wallace who was retiring. During this post-war period,Dr.Meyers returned to Fresno in 1946-47 and practiced initially at 1246 F Street a building purchased by his father Louis Meyers.During the Korean War,Dr.Meyers left Fresno to enlist as a Captain in the U.S.Army.He returned to Fresno in 1951 and expanded his practice into a larger location at 1129 F St. In 1957,Dr.Meyers purchased the land at Klette and Fresno Streets to build a medical center dedicated to providing comprehensive medical care to Black and minority residents of West Fresno. He recruited other Black physicians,pharmacists,and medical specialists to his practice.Dr.Meyers hired David Horn of the professional firm of Horn &Mortland,Architects to design the complex.The buildings supported a total of four Black doctors, a pharmacy, an x-ray department, and a laboratory. The Fresno-Klette Medical Arts Center was highly successful,and Dr.Meyers went on to practice in Fresno for nearly two more decades until 1975.Dr.Meyers continued to provide medical services in underserved communities for the next three decades in California,Oregon,and Alaska.In Alaska,he assisted as a substitute physician in remote Aleutian Islands and in Native American reservations in Oregon and California. Dr. Meyers died October 1, 2014, at the age of 95. The five-building medical complex was designed by architect David Horn of Horn &Mortland who were nationally recognized for their design of the Sunshine School for the Cerebral Palsied in 1949 and 1952.They were considered to be an influential firm in not only public building design but in developing young architects of the period.Other local work of Horn &Mortland included:Fire House No.4,Fresno,1948;Sunshine School for the Cerebral Palsied,Fresno,1949 and 1952;Tuberculosis Hospital,Fresno,1953;Holland Elementary School,Fresno,1954;Pacific Employers Insurance Co. office, Fresno, 1956; and Fellowship Hall, St. Paul’s Methodist Church, Fresno 1956. Analysis The Fresno Municipal Code defines the designation criteria and process for historic resources in City of Fresno Printed on 9/18/2023Page 2 of 4 powered by Legistar™ File #:ID 23-1271 Agenda Date:9/14/2023 Agenda #: Sections 12-1607, 12-1608, and 12-1609. SEC. 12-1607. - DESIGNATION CRITERIA. (a)HISTORIC RESOURCES:Any building,structure,object,or site may be designated as an Historic Resource if it is found by the Commission and Council to meet the following criteria: (1)It has been in existence more than fifty years,and it possesses aspects of integrity to convey its significance based upon location,design,setting,materials, workmanship, feeling or association, and: (i)It is associated with events that have made a significant contribution to the broad patterns of our history; or (ii)It is associated with the lives of persons significant in our past; or (iii)It embodies the distinctive characteristics of a type,period,or method of construction,or represents the work of a master,or possesses high artistic values; or (iv)It has yielded or may be likely to yield,information important in prehistory or history. The property is not currently occupied and has deteriorated.However,it is still structurally sound and substantially intact in its original form and location.The construction is comprised of stucco,brick, and glass.Its style is consistent with the period including large low roof overhangs to provide shadow and an inner courtyard giving light to interior rooms.The buildings are connected through interior hallways and breezeways. As the first Black comprehensive medical complex in Fresno meets the criterion 12-1607(a)(1)(i)for its association with broad patterns of our history.Additionally,it meets the criterion 12-1607(a)(2)(ii) for its association with the life of Dr.Earl Randolph Meyers,a significant figure in Fresno’s history,in particular for his dedication to providing medical services to Black and minority communities. In accordance with Section 12-1609,the hearing was properly noticed through publication in the Fresno Bee on September 16,2022,ten days prior to the Historic Preservation Commission hearing. Additionally,all properties within 2,000 feet of the subject property were noticed by mail two weeks prior to the hearing. A Department of Parks and Recreation Primary Record Form (DPR 523A)was prepared in June 2023 and presented to the City in July 2023 by Karana Hattersley-Drayton,M.A.documenting the property condition and confirming the eligibility for the Local Register of Historic Resources. ENVIRONMENTAL FINDINGS Not a project pursuant to CEQA. City of Fresno Printed on 9/18/2023Page 3 of 4 powered by Legistar™ File #:ID 23-1271 Agenda Date:9/14/2023 Agenda #: LOCAL PREFERENCE n/a FISCAL IMPACT No fiscal impact. ATTACHMENTS: Exhibit A - Resolution Exhibit B - Designation Criteria for the Local Register of Historic Resources (FMC 12-1607) Exhibit C - Department of Parks and Recreation Forms - 444 Fresno St Exhibit D - Ownership Information Packet Exhibit E - Presentation City of Fresno Printed on 9/18/2023Page 4 of 4 powered by Legistar™ 8/2/23, 8:56 PM Fresno, CA Code of Ordinances about:blank 1/2 (a) (1) (i) (ii) (iii) (iv) (2) (b) (1) (2) (3) (4) (5) (6) (c) SEC. 12-1607. - DESIGNATION CRITERIA. HISTORIC RESOURCES: Any building, structure, object or site may be designated as an Historic Resource if it is found by the Commission and Council to meet the following criteria: It has been in existence more than fifty years and it possesses aspects of integrity to convey its significance based upon location, design, setting, materials, workmanship, feeling or association, and: It is associated with events that have made a significant contribution to the broad patterns of our history; or It is associated with the lives of persons significant in our past; or It embodies the distinctive characteristics of a type, period or method of construction, or represents the work of a master, or possesses high artistic values; or It has yielded or may be likely to yield, information important in prehistory or history. It has been in existence less than fifty years, it meets the criteria of subdivision (1) of subsection (a) of this section and is of exceptional importance within the appropriate historical context, local, state or national. LOCAL HISTORIC DISTRICTS: Any finite group of resources (buildings, structures, objects or sites) may be designated as a Local Historic District if it meets the definition set forth in Section 12- 1602(s) of this article, its designation is consented to by the majority of the property owners within the Local Historic District, at least fifty percent of the resources within the proposed Local Historic District are fifty years of age or older, and it is found by the Commission and Council to meet one or more of the following criteria: It exemplifies or reflects special elements of the city's cultural, social, economic, political, aesthetic, engineering, or architectural heritage, or It is identified with a person or group that contributed significantly to the culture and development of the city, or It embodies distinctive characteristics of a style, type, period or method of construction, or is a valuable example of the use of indigenous materials or craftsmanship, or Structures within the area exemplify a particular architectural style or way of life important to the city, or The area is related to a designated historic resource or district in such a way that its preservation is essential to the integrity of the designated resource or Local Historic District, or The area has potential for yielding information of archaeological interest. 8/2/23, 8:56 PM Fresno, CA Code of Ordinances about:blank 2/2 (d) (e) NATIONAL REGISTER HISTORIC DISTRICTS: The nomination of any finite group of resources (buildings, structures, objects or sites), including any Local Historic District, to the National Register of Historic Places as a National Register Historic District may be recommended under this article if it meets the definition set forth in Section 12-1602(u) of this article, meets the criteria set forth in subsection (a) of this section, and if the nomination is supported by more than fifty percent of the property owners within the proposed National Register Historic District. HERITAGE PROPERTIES: Any building, structure, object or site may be designated as a Heritage Property if it is found by the Commission to be worthy of preservation because of its historical, architectural or aesthetic merit. CONTRIBUTORS TO HISTORIC DISTRICTS: Any building, structure, object or site may be designated as Contributor to a Local Historic District or a proposed National Register Historic District if it contributes to the significance of the specific Historic District under the criteria set forth above in this section. (Added Ord. 99-50, §§ 1, 2, 9-9-99; Am. Ord. 2021-044 , § 3, eff. 11-22-21). Exhibit D Ownership Information Packet Property Deed Community Development Service of Fresno West Letter to HPC 444 FRESNO STREET, FRESNO, CA 93706 HTTPS://PITCH.LIVEPLAN.COM/FPZDY/EOTEW CDSFRESNOWEST@GMAIL.COM Community Development Service of Fresno West 8/25/2023 Historical Planning Committee / Planning and Development City of Fresno, Fresno, CA. 2600 Fresno St. Fresno, CA 93721 Dear Historical Preservation Committee and Jennifer Clark: Thank you for the direction you provided in today’s meeting regarding the Resolution of the City Council of the City of Fresno, California, designating the Dr. Earl R. Meyers & Mrs. Mattie B. Meyers Fresno Street Medical Center located at 444 Fresno Street, Fresno California to the Local Register of Historic Resources. We understand that we are to maintain the exterior of the building as it was constructed by Dr. and Mrs. Meyers, and as it now stands. We are committed to the rehabilitation of the premises allowing it to be put back into use serving this portion of the Fresno Community where it stands. We are committed to working for the betterment of this area in conjunction with other local, state, and federal agencies servicing the demographics of this part of the community. We are a nonprofit organization. We have a comprehensive plan for the maintenance, care, and self-sustainability of the premises along with the moral support of the local neighborhood, and the many residents across the City of Fresno who knew the Meyers personally or know of the work and dedication of the Meyers family for the benefit of the community. Sincerely, Powell R. Brannon, President David C. Marshall, Program Manager Community Center Project Leads Project Plan DR. EARL R. MEYERS SR. & MATTIE B. MEYERS CENTER FOR COMMUNITY We are a local community organization dedicated to helping individuals prepare for better tomorrows in work and life. Dr. Earl R. Meyers Sr. & Mrs. Mattie B. Meyers Community Ctr Community Development Center of Fresno West PROBLEM WORTH SOLVING There are many people in our underserved communities in Fresno with limited employment qualifications. Many of them are youth and young adults who lack employment readiness and career development skills. Dr. Earl R. Meyers Sr. & Mrs. Mattie B. Meyers Community Ctr OUR SOLUTION A local Community Center for Employment Readiness and Career Development creates greater access to employment skills training for underserved individuals where they live the community. Dr. Earl R. Meyers Sr. & Mrs. Mattie B. Meyers Community Ctr TARGET MARKET ▪Youth and young adults in/out of school. ▪Individuals making employment decisions. ▪Individuals managing workplace demands. ▪Individuals seeking workplace changes. ▪Individuals with entrepreneurship goals. Dr. Earl R. Meyers Sr. & Mrs. Mattie B. Meyers Community Ctr Competitors How our solution is better Traditional Vision Building Bureaucracy Personalization Logistics Accessibility Limited Capacity Assembly Line Aspirational COMPETITIVE LANDSCAPE Dr. Earl R. Meyers Sr. & Mrs. Mattie B. Meyers Community Ctr FUNDING NEEDED Dr. Earl R. Meyers Sr. & Mrs. Mattie B. Meyers Community Ctr Funding is for facility renovation, business and program fees, start-up costs, marketing, training materials, supplies, and equipment. $625K SALES CHANNELS ▪Direct Services ▪Space and Amenities rental ▪Combined Services with Complementors ▪Consultant Services Dr. Earl R. Meyers Sr. & Mrs. Mattie B. Meyers Community Ctr MARKETING ACTIVITIES ▪Brick and Mortar location with Signage ▪Web Site, Social Media, and Email lists ▪Sponsoring and Hosting Community events ▪Complementor Agency relationships ▪Job Fairs and other Job Seekers' events Dr. Earl R. Meyers Sr. & Mrs. Mattie B. Meyers Community Ctr FINANCIAL PROJECTIONS Dr. Earl R. Meyers Sr. & Mrs. Mattie B. Meyers Community Ctr DR. EARL R. MEYERS SR. & MATTIE B. MEYERS CENTER FOR COMMUNITY Community Development Service of Fresno West 444-452 Fresno St. Fresno, CA 93706 PO Box 11689 Fresno, CA 93774 CDSFresnoWest@Gmail.Com 559.313.3717 Regular Council Meeting[--�:::-_:·-��--� August10,2023 FRESNO CITY COUN'Ct(. Supplement Packet ITEM(S) 10:25 A.M. (ID 23-1161) Hearing to consider adoption of resolutions related to the designation of properties to the Local Register of Historic Resources and adoption of findings necessary to support recommendation pursuant to FMC 12-1609 1.***RESOLUTION - A Resolution of the City Council of the City of Fresno, California, designating the Dr. Earl R. Meyers Sr. & Mrs. Mattie B. Meyers Fresno Street Medical Arts Center located at 444 Fresno Street, Fresno California to the Local Register of Historic Resources (Council District 3) (Subject to Mayor's veto). Contents of Supplement: Presentation 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. Fresno-Klette Medical Arts Center - Nomination •Nomination submitted to Alicia Gonzales by Dr. David Marshall •Property owner authorization has been received •Extensive historical context provided City of Fresno Dr. Earl Randolph Meyers •Known as the “Father of Black Medicine” in West Fresno California History •Attended the Columbia School, Edison High School, Fresno High School and Fresno State College •Practiced medicine in West Fresno for nearly three decades from 1946 to 1975 •Planned and built a comprehensive medical center in 1957 at Fresno and Klette •Recruited other Black physicians, medical specialists and pharmacists to Fresno City of Fresno Dr. Earl Randolph Meyers City of Fresno Fresno-Klette Medical Arts Center •Dr Meyers sought out reknowned local architectural firm to design complex •Designed by David Horn of Horn & Mortland, also known for many civic buildings: –Sunshine School for the Cerebral Palsied (now Jefferson Elementary School) –Holland Elementary School –Fresno Tuberculosis Hospital –Fresno Fire House No. 4 City of Fresno 444 Fresno St North Elevation City of Fresno 444 Fresno St East Elevation City of Fresno 444 Fresno St City of Fresno Fresno- Klette Medical Arts Center - Eligibility HISTORIC RESOURCES: Any building, structure, object or site may be designated as an Historic Resource if it is found by the Commission and Council to meet the following criteria: (1) It has been in existence more than fifty years and it possesses aspects of integrity to convey its significance based upon location, design, setting, materials, workmanship, feeling or association, and: (i)It is associated with events that have made a significant contribution to the broad patterns of our history; or –Significance to the West Fresno Community (ii)It is associated with the lives of persons significant in our past; or –Association with Dr. Earl R. Meyers, "Fresno's Father of Black Medicine," (iii)It embodies the distinctive characteristics of a type, period or method of construction, or represents the work of a master, or possesses high artistic values; or –Example of the work of Horn & Mortland, whose firm played a significant role in the development of Mid-Century Modern architecture in Fresno –Although now vacant the building's integrity to its period of significance of 1959-1970 remains high. (iv) It has yielded or may be likely to yield, information important in prehistory or history. City of Fresno Historic Preservation Recommendation •Hearing on nomination came before the Historic Preservation Commission on September 26, 2022 •Noticed 2,000 feet •Commission unanimously voted in favor of recommending nomination to City Council City of Fresno Staff Recommendation The Historic Preservation Commission recommends that the City Council adopt the attached Resolutions designating the Dr. Earl R. Meyers Sr. & Mrs. Mattie B. Meyers Fresno Street Medical Arts Center located at 444 Fresno Street (APN 46725501) to the Local Register of Historic Resources pursuant to Fresno Municipal Code 12- 1607 and 12-1609. City of Fresno City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1309 Agenda Date:9/14/2023 Agenda #: 3.-A. REPORT TO THE CITY COUNCIL FROM:BROCK D. BUCHE, PE, PLS, Director Department of Public Utilities BY:AHMAD ALKHAYYAT, PE, MBA, Assistant Director Department of Public Utilities - Solid Waste Management Division SUBJECT Actions related to the Second Amendment to Commercial Solid Waste Franchise Agreements with Allied Waste Services of North America dba Republic Services of Fresno, LLC, and Mid-Valley Disposal, LLC, to comply with Senate Bill 1383 Short-Lived Climate Pollutants (Citywide) 1. RESOLUTION - Adopting findings pursuant to California Environmental Quality Act Guidelines Sections 15091 and 15093 as required for Responsible Agencies by the California Environmental Quality Act Guidelines Section 15096 for SB 1383 Regulations Short-Lived Climate Pollutants: Organic Waste Methane Emission Reduction 2. Approve the Second Amendment to the Commercial Solid Waste Franchise Agreement with Allied Waste Services of North America dba Republic Services of Fresno, LLC, to add Organic Waste Reductions requirements and to extend the term of the agreement by five years to November 30, 2036 3. Approve the Second Amendment to the Commercial Solid Waste Franchise Agreement with Mid-Valley Disposal, LLC, to add Organic Waste Reductions requirements and to extend the term of the agreement by five years to November 30, 2036 RECOMMENDATION Staff recommends City Council adopt a resolution making findings pursuant to California Environmental Quality Act (CEQA) Guidelines Sections 15091 and 15093 as required for responsible agencies by CEQA Guidelines Section 15096 for Senate Bill (SB) 1383 Regulations Short-Lived Climate Pollutants (SLCP): Organic Waste Methane Emission Reduction; approve the second amendment to the Commercial Solid Waste (CSW) Franchise Agreement with Allied Waste Services of North America dba Republic Services of Fresno, LLC (Republic); approve the second amendment to the CSW Franchise Agreement with Mid-Valley Disposal, LLC (Mid-Valley); and authorize the Director of Public Utilities, or designee, to sign and execute all associated documents on behalf of the City. EXECUTIVE SUMMARY The Department of Public Utilities (DPU) proposes that City Council approve the Second Amendments to the CSW Franchise Agreements with Republic and Mid-Valley (together, City of Fresno Printed on 9/18/2023Page 1 of 4 powered by Legistar™ 9/14/2023 AP/LC 6-0 MA ABSENT R. 2023-249 File #:ID 23-1309 Agenda Date:9/14/2023 Agenda #: 3.-A. Amendments to the CSW Franchise Agreements with Republic and Mid-Valley (together, Agreements).The Second Amendment includes language to ensure the City’s compliance with SB 1383 requirements.In addition,the Second Amendment will extend the term of the agreements by five years to November 30,2036,revise Republic and Mid-Valley’s (Franchisees)maximum customer rates and include a Multi-Family Bulky Collection Event Program. The SB 1383 legislation stipulated local agencies be compliant with the regulation by January 1, 2020.Due to various circumstances,compliance was not attained by the stipulated date. Subsequently,DPU worked with CalRecycle and developed revised delivery dates for various required milestones,which were formalized in the Notice of Intent to Comply (NOIC).Pertinent to this Council item,amendments to the CSW haulers contracts were to be amended to incorporate organics collection by January 1,2023,and the City was to be in full compliance by September 1, 2023.Since negotiations with the CSW haulers were running longer than anticipated,DPU again worked with CalRecycle and established revised milestone delivery dates within the Corrective Action Plan No.1203.SLCP.CAP.2023.2 (CAP)to have the needed amendments with the CSW haulers by May 31,2023,which was later extended to September 1,2023,and City is to be in full compliance January 1,2024.To meet the requirements of CalRecycle’s CAP Timeline,as best practical,this item cannot be continued to a later City Council meeting date. BACKGROUND The City of Fresno has exclusive agreements for solid waste,recyclables,and green waste collection and disposal with Mid-Valley and Republic (formerly known as Allied Waste Services of Fresno)since 2011.The passing of Senate Bill (SB)1383 placed new regulatory requirements on the City that required changes to the collection agreements to meet the latest state mandates.Even with the required increases,these provided services maintain some of the lowest collection rates in the Central Valley. In September 2016,Governor Brown signed into law SB 1383 establishing methane emissions reduction targets in a statewide effort to reduce emissions of SLCP in various sectors of California’s economy.SB 1383 directs the Department of Resources Recycling and Recovery (CalRecycle)to adopt regulations and requirements to achieve statewide goals.SB 1383 is California’s most significant waste reduction mandate in the last 30 years. Under SB 1383,the City will be subject to noncompliance fines by CalRecycle for up to $10,000 per day per violation.To achieve SB 1383 compliance status and to meet the Corrective Action Plan requirements,the City must expand commercial organic waste collection programs,develop edible food recovery programs,and instill procurement mechanisms for SB 1383.Those programs included ordinances,policies,and other enforceable mechanisms,including the City’s Franchise Agreements with the Franchisees. Recognizing that the requirements of SB 1383 compliance were extensive,the City and Franchisees began discussions and negotiations for SB 1383 services in April 2022.The proposed amendments to the City’s franchise agreements with the Franchisees require the City’s hauler to offer organic service to all customers,perform route reviews,contamination monitoring,noticing,education and outreach,reporting services,and collection from City facilities,as required by SB 1383.An additional requirement added to the agreements is the collection of bulky items for multi-family on an on-call City of Fresno Printed on 9/18/2023Page 2 of 4 powered by Legistar™ File #:ID 23-1309 Agenda Date:9/14/2023 Agenda #: 3.-A. basis. In order for franchisees to perform these required actions,a rate adjustment must be adopted to account for the additional expenses incurred and capital resources needed by the Franchisees.The special adjustment would increase rates sufficiently to cover all costs of the organics collection and diversion program mandated under SB 1383.The proposed contract rate increases,on a cubic yard basis, are presented in the following tables: Mid-Valley Disposal CPI July 1, 2023 SB 1383 November 1, 2023 Adjustment % increase Solid Waste Rate $46.36 $51.15 $4.79 10.33 Recycling Rate $21.74 $27.65 $5.91 27.18 Green Waste Rate $33.29 $41.45 $8.16 24.51 Republic Services CPI July 1, 2023 SB 1383 November 1, 2023 Adjustment % increase Solid Waste Rate $46.39 $53.86 $7.47 16.10 Recycling Rate $15.76 $22.41 $6.65 42.20 Green Waste Rate $28.39 $37.14 $8.75 30.82 Considering the foregoing,staff recommends that City Council approve the Second Amendment to the CSW Franchise Agreements with Republic and Mid-Valley;and authorize the Director of Public Utilities to sign the amendments on behalf of the City.The agreements have been reviewed for legal sufficiency and approved as to form by the City Attorney. ENVIRONMENTAL FINDINGS The Department of Resources Recycling and Recovery (CalRecycle),as Lead Agency prepared an Environmental Impact Report (EIR)for SB 1383 Regulations Short-Lived Climate Pollutants:Organic Waste Methane Emission Reduction Regulations,identified by State Clearinghouse No.2018122023 (SLCP EIR).CalRecycle certified the EIR in a Notice of Determination dated December 30,2019. The SB 1383 Regulations EIR provided an analysis of the potential environmental impacts associated with the SB 1383 Regulations (Regulations).Approval of the proposed Second Amendments to franchise agreements with Republic and Mid-Valley is to require the haulers to offer organic service to all customers,perform route reviews,contamination monitoring,noticing, education and outreach, and reporting services, all as required by the Regulations. An analysis has been performed pursuant to CEQA Guidelines Section 15162 to determine potential environmental impacts associated with the Regulations.Based upon the analysis,the following findings are made to support the determination that no subsequent environmental review is required: 1.No substantial changes are proposed in the project which will require major revisions to the EIR due to the involvement of new significant environmental effects because the project is being implemented as planned. 2.No substantial changes occurred with respect to the circumstances under which the project was undertaken which will require major revisions to the EIR dure to the involvement of new significant environmental effects or a substantial increase in severity of previously identified significant effects. 3.There is no new information,which was not known and could not have been known at City of Fresno Printed on 9/18/2023Page 3 of 4 powered by Legistar™ File #:ID 23-1309 Agenda Date:9/14/2023 Agenda #: 3.-A. 3.There is no new information,which was not known and could not have been known at the time of the previous EIR showing that: a.The project will have one or more significant effects not discussed in the previous EIR; b.Significant effects previously examined will be substantially more severe than shown in the previous EIR; c.Mitigation measures or alternatives previously found to be not feasible are now feasibly and would substantially reduce one or more significant effects of the project. Based upon these findings, it has been determined that subsequent EIR is not required. Pursuant to the requirements of CEQA Guidelines Section 15096(h),the City adopts the findings attached as Exhibit A to the Resolution, as required by CEQA Guidelines 15091 and 15093. LOCAL PREFERENCE Local preference is not implemented because this amendment is not an award of a construction or services contract. FISCAL IMPACT This Council item will have no impact to the General Fund and will consent to the continuation of the City’s ability to collect franchise fees to support essential core services such as public safety. Attachments: Attachment 1 - Resolution Adopting CEQA Findings Attachment 2 - Second Amendment to the CSW Franchise Agreement for Republic Services Attachment 3 - Second Amendment to the CSW Franchise Agreement for Mid-Valley Disposal City of Fresno Printed on 9/18/2023Page 4 of 4 powered by Legistar™ 1 of 5 Date Adopted: Date Approved: Effective Date: City Attorney Approval: ______ Resolution No. ________ RESOLUTION NO. ____________ A RESOLUTION OF THE COUNCIL OF THE CITY OF FRESNO, CALIFORNIA, ADOPTING FINDINGS PURSUANT TO CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA) GUIDELINES SECTIONS 15091 AND 15093 AS REQUIRED FOR RESPONSIBLE AGENCIES BY CEQA GUIDELINES SECTION 15096 FOR THE SB 1383 REGULATIONS SHORT-LIVED CLIMATE POLLUTANTS: ORGANIC WASTE METHANE EMISSION REDUCTION WHEREAS, on September 19, 2016, the Governor of the State of California approved Senate Bill No. 1383 (“SB 1383”) which amended portions of the California Health and Safety Code and Public Resources Code relating to methane; and WHEREAS, SB 1383 required the California Department of Recourses Recycling and Recovery (“CalRecycle”) to adopt regulations that achieve specified targets for reducing organic waste in landfills; and WHEREAS, CalRecycle developed regulations titled “Short-lived Climate Pollutants (SLCP): Organic Waste Methane Emission Reduction”, and pursuant to the California Environmental Quality Act (“CEQA") prepared an Environmental Impact Report for the project identified by State Clearinghouse No. 2018122023 (“SLCP EIR”), which is incorporated herein by reference; and WHEREAS, the SLCP EIR was certified by CalRecycle along with approval of regulations necessary to implement SB 1383 and a Notice of Determination was filed December 30, 2019; and WHEREAS, in order to comply with SB 1383 and the related CalRecycle Regulations, the City must amend its agreement with its franchise haulers, to add additional 2 of 5 services and requirements due to the City’s state-mandated obligation to implement organic waste collection and related services pursuant to SB 1383; and WHEREAS, Republic Waste Services and Mid-Valley Disposal are such commercial solid waste service providers; and WHEREAS, an amendment to the Agreements is a project for the purposes of CEQA Guidelines Section 15378; and WHEREAS, the amendment of the Commercial Solid Waste Franchise Agreements is within the scope of the project contemplated by the SLCP EIR and is a potential future action contemplated by the SLCP EIR; and WHEREAS, California Environmental Quality Act (CEQA) Guidelines Section 15096 allows a Responsible Agency to consider an EIR prepared by a Lead Agency for a project when the approval relates to a portion of the project assessed by the Lead Agency’s EIR; and WHEREAS, pursuant to CEQA Guidelines Section 15096(f), prior to reaching a decision on a project, the Responsible Agency must consider the environmental effects of the project as shown in the Lead Agency’s EIR, and shall also complete an analysis regarding the necessity of a subsequent EIR pursuant to CEQA Guidelines Section 15162; and WHEREAS, a Responsible Agency that relies on an EIR prepared by a Lead Agency, shall also make the findings required by Section 15091 for each significant effect of the project and shall make findings pursuant to Section 15093 if necessary; and WHEREAS, the City of Fresno is a Responsible Agency within the meaning of CEQA Guidelines Section 15381 for the Short-lived Climate Pollutants (SLCP): Organic Waste Methane Emission Reduction. 3 of 5 NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Fresno, based upon the testimony and information presented at the hearing and upon review and consideration of the environmental documentation provided, as follows: 1.The recitals set forth above are hereby incorporated into this Resolution. 2.The Council finds in accordance with its own independent judgment that: a.Approval of the Second Amendment to the Commercial Solid Waste Franchise Agreements with Republic Waste Services and Mid-Valley Disposal are a further discretionary approval of the Short-lived Climate Pollutants (SLCP): Organic Waste Methane Emission Reduction Project, and is within the scope of the SLCP EIR ; b.None of the conditions described in Section 15162 of the CEQA Guidelines calling for preparation of a subsequent EIR or Mitigated Negative Declaration have occurred; c.The Second Amendment to the Commercial Solid Waste Franchise Agreements with Republic Waste Services and Mid-Valley Disposal does not propose changes to the Short-lived Climate Pollutants (SLCP): Organic Waste Methane Emission Reduction Project, and is instead an approval that implements a portion of that project; d.There is no substantial evidence in the record that the Second Amendment to the Commercial Solid Waste Franchise Agreements with Republic Waste Services and Mid-Valley Disposal may have additional significant effects on the environment that were not identified in the SLCP EIR, and that all applicable mitigation measures of the prior EIR have been applied to the project; e.In addition, pursuant to Public Resources Code, Section 4 of 5 21157.6(b)(1), Council finds that no substantial changes have occurred with respect to the circumstances under which the prior EIR was adopted; and, that no new information, which was not known and could not have been known at the time that the prior EIR, has become available. Accordingly, a subsequent EIR is not required. 2.The Council adopts findings pursuant to CEQA Guidelines 15091 and 15093, as required by CEQA Guidelines 15096, attached hereto as Exhibit A. 3.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 : TODD STERMER, CMC City Clerk BY: Deputy Date APPROVED AS TO FORM: ANDREW JANZ City Attorney BY: Angela M. Karst Date Senior Deputy City Attorney Attachments: Exhibit A 1 SB 1383 REGULATIONS, SHORT -LIVED CLIMA TE POLLUTANTS: ORGANIC WASTE MET HANE EMISSION REDUCTIONS ENVIRONMENTAL IM PACT REPORT FINDINGS and STATEMENT OF OVERRIDING CONSIDERATIONS Introduction The Department of Resources Recycling and Recovery (CalRecycle), as the lead agency for the proposed SB 1383 Regulations (Proposed Regulations), prepared a Draft Environmental Impact Report (EIR) to comply with the requirements of the California Environmental Quality Act (CEQA) (Pub. Resources Code, §21000, et seq.). The Draft EIR, entitled Draft Environmental Impact Report, SB 1383 Regulations, Short-Lived Climate Pollutants: Organic Waste Methane Emission Reduction, provided an analysis of the potential environmental impacts associated with the Proposed Regulations. Following circulation of the Draft EIR for a 45-day public review and comment period from July 30, 2019 through September 13, 2019, CalRecycle prepared the Final Environmental Impact Report, SB 1383 Regulations, Short- Lived Climate Pollutants: Organic Waste Methane Emission Reduction (Final EIR) which includes revisions to the Draft EIR. The Final EIR was posted on CalRecycle’s webpage on December 31, 2019. While modifications have been made to the EIR to ensure it reflects the proposed project as accurately as possible, these changes merely clarify, amplify, or make insignificant modifications to the otherwise-adequate Draft EIR. Therefore, there is no significant new information that would require the Final EIR to be recirculated. The Final EIR is based on the expected compliance responses of the regulated entities covered by the Proposed Regulations. Although the policy aspects and requirements of the Proposed Regulations do not directly change the physical environment, there are potential indirect physical changes to the environment that could result from reasonably foreseeable actions undertaken by entities in response to the Proposed Regulations. These indirect impacts are the focus of the programmatic-level impacts analysis in the Final EIR. As it pertains to CalRecycle, SB 1383 established targets to achieve a 50 percent reduction in the level of the statewide disposal of organic waste from the 2014 level by 2020 and a 75 percent reduction by 2025. T he law requires CalRecycl e to adopt regulations designed to achiev e the organic waste disposal reduction targets. The law also directs CalRecycle to include provisions in the regulations designed to achieve a target that not less than 20 percent of the amount of edible food currently dispos ed of is recovered for human consumption by 2025. Redirecting organic waste from landfills and into beneficial uses in accordance with the Proposed Regulations is expected to result in environmental, public health, and economic benefits. CalRecycle has identified the following potential beneficial outcomes of the proposed regulation, discussed further herein: reducing greenhouse gas emissions, feeding the hungry, creating valuable materials such as soil amendments and biogas and transportation fuels, employment, benefits to California businesses, and increased soil health. CEQA places the burden on the approving agency to affirmatively show that it has considered feasible mitigation and alternatives that can lessen or avoid identified impacts 2 through a statement of findings for each identified significant impact. (Pub. Resources Code, §21081.) CEQA Guidelines section 15091 provides direction on the content of the statement of findings. That section states that one or more of the following findings should be identified for each impact: •Changes or alterations have been required in, or incorporated into, such projects which avoid or substantially lessen the significant environmental effect as identified in the final environmental impact report. •Such changes or alterations are within the responsibility and jurisdiction of another public agency and not the agency making the finding. Such changes have been adopted by such other agency, or can and should be adopted by such other agency. •Specific economic, legal, social, technological, or other considerations, including provision of employment opportunities for highly trained workers, make infeasible the mitigation measures or project alternatives identified in the environmental impact report. Because the potential adverse impacts identified in this programmatic level EIR are potential indirect impacts associated with the compliance responses of covered entities, the authority to determine site- or project-specific mitigation is within the purview of jurisdictions with local permitting authority, such as city or county governments and local air districts. Except in limited circumstances noted in the EIR and herein, CalRecycle does not have the ability to determine with any specificity the project level impacts, nor the authority to require project level mitigation in approving the Proposed Regulations, as discussed in the findings below. An agency may approve a project with unavoidable (unmitigated) adverse environmental impacts. When doing so, CEQA requires the agency to make a statement in the record of its views on the ultimate balancing of the merits of approving the project despite the environmental impacts in a “statement of overriding considerations” (Pub. Resources Code, §21081(b); Cal. Code Regs, tit. 14, §15093.) The following presents CalRecycle’s statement of findings for each significant adverse impact identified in the EIR, accompanied by a brief explanation, and its statement of overriding considerations. STATEMENT OF FINDINGS CalRecycle has independently reviewed and considered the entire record, including the information contained in the EIR, public testimony, written comments received, and the written responses to environmental comments, all of which are hereby incorporated by reference. CalRecycle makes the following written findings for each significant adverse impact identified, accompanied by a brief explanation of the rationale for each finding. These findings are supported by substantial evidence in the record. 3 Aesthetics Finding and Explanation Impact 3.1-1: Short-Term, Substantial Degradation of a Scenic Vista or Visual Character or Quality of Public Views, or Damage to Scenic Resources in a State Scenic Highway from Construction of Facilities in Response to the Proposed Regulations Varying degrees of temporary degradation of public views would result during construction of facilities in response to the Proposed Regulations. Although there is uncertainty regarding the location of these facilities, construction activities and equipment associated with new facilities or modifications to existing facilities could introduce or increase the presence of visible artificial elements in areas of scenic importance, such as areas visible from State scenic highways. This impact would be potentially significant. The EIR includes Mitigation Measure 3.1-1: Implement Aesthetic Resource Protection Measures during Construction of New or Modified Facilities in Response to the Proposed Regulations. As described in Section 1.2 of the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to require implementation of mitigation measures that would reduce potentially significant construction-related aesthetics impacts. Therefore, CalRecycle finds that mitigation measures to reduce construction-related aesthetics impacts can and should be implemented by local jurisdictions with land use authority. Site-specific, project impacts and mitigation would be identified during a project’s local review process. A proposed project would be approved by a local government and potentially another permitting agency that can apply conditions of approval. The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize impacts on aesthetic resources: •Proponents of new facilities constructed as a result of reasonably foreseeable compliance responses would coordinate with State or local land use agencies to seek entitlements for development. This process would involve the completion of all necessary environmental review requirements (e.g., CEQA). The local or State land use agency or governing body must follow all applicable environmental regulations as part of approval of a development project. •Project proponents would implement all feasible mitigation identified during the environmental review to reduce or substantially lessen the potentially significant aesthetic impacts of the project. Actions may include equipment storage siting during construction within a property, daily clean-up of the construction site, and temporary fencing to prevent views of construction areas. •To the extent feasible, the sites selected for use as construction staging and laydown areas would be areas that are already disturbed or are in locations of low visual sensitivity. Where feasible, construction staging and laydown areas for equipment, personal vehicles, and material storage would be sited to take advantage of natural screening opportunities provided by existing structures, topography, and vegetation. Temporary visual screens would be used where helpful if existing landscape features would not screen views of the areas. 4 •All construction and maintenance areas would be kept clean and tidy, areas where construction materials and equipment are stored would be screened from view or be located in areas generally not visible to the public, and disturbed soil would be revegetated, where feasible. •To the greatest extent feasible, alteration of the visual setting of important scenic landscape features, areas in a setting for observation from State scenic highways, national or state historic sites, public trails, and cultural resources will be avoided when siting projects and their associated elements. Mitigation Measure 3.1-1 would reduce aesthetic impacts because project design features, such as storage siting and selection of construction laydown areas, would be incorporated to reduce impacts on scenic vistas, visual character, or quality of public views of scenic resources associated with a State scenic highway. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that short-term, construction-related aesthetic impacts resulting from the development of new facilities associated with the Proposed Regulations could be potentially significant and unavoidable. Impact 3.1-2: Long-Term, Substantial Degradation of a Scenic Vista or Visual Character or Quality of Public Views, or Damage to Scenic Resources in a State Scenic Highway from Operation of Facilities in Response to the Proposed Regulations Implementation of the Proposed Regulations would result in operation of new or modified organic waste handling and processing facilities at or near existing facilities or in urban areas zoned for industrial or solid waste handling facilities. The new or modified facilities would be similar in visual character to other nearby industrial or solid waste facilities. Thus, operations at these facilities would not substantially degrade the character or quality of public views. Long-term effects on aesthetics could occur from operation of new or modified facilities in response to the Proposed Regulations. New organic waste recovery and processing facilities that are located in agricultural or other areas not previously developed for solid waste, agricultural, or wastewater treatment facilities could degrade public views from a scenic vista, degrade the visual character or quality of public views of the site, or disrupt views from a State scenic highway. The long-term operational impacts on scenic vistas, visual character, or quality of public views or on scenic resources in a State scenic highway associated with operation of facilities in response to the Proposed Regulations would be potentially significant. T he EIR includes Mitigation Measure 3.1-2: Implement Aesthetic Resource Protection Measures during Operation of New or Modified Facilities in Response to the Proposed Regulations. Consideration of a project’s long-term aesthetic effects is typically subject to the purview of a local jurisdiction, based on its planning policies, ordinances, and/or design 5 guidelines. Conditions of approval in a solid waste facility permit would not extend to regulating aesthetic impacts on a scenic vista, visual character, or quality of public view on scenic resources in a State scenic highway system. Site-specific, project impacts and mitigation measures would be identified during a project’s local review process. A proposed project would be approved by a local government and potentially another permitting agency that can apply conditions of approval. Therefore, CalRecycle finds that mitigation measures to reduce long-term aesthetics impacts can and should be implemented by local jurisdictions with land use authority. The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize impacts on aesthetic resources: • Proponents of new facilities constructed as a result of reasonably foreseeable compliance responses would coordinate with State or local land use agencies to seek entitlements for development. This process would involve the completion of all necessary environmental review requirements (e.g., CEQA). The local or State land use agency or governing body must follow all applicable environmental regulations as part of approval of a development project. • All feasible mitigation identified during the environmental review to reduce or substantially lessen the potentially significant scenic or aesthetic impacts of the project would be implemented. Actions may include facility or equipment siting within a property, visual screening by vegetation, fencing or walls to prevent views of operating areas, exterior paint colors that blend with landscapes, and lowest feasible height of visible equipment and structures. • The color and finish of the surfaces of all project structures and buildings visible to the public would be carried out to (1) minimize visual intrusion and contrast by blending with the landscape and (2) comply with local design policies and ordinances. The project proponent would submit a surface treatment plan to the lead agency for review and approval. • All operation and maintenance areas would be kept clean and tidy, areas where construction materials and equipment are stored would be screened from view or located in areas generally not visible to the public, and disturbed soil would be revegetated, where feasible. Mitigation Measure 3.1-2 would reduce aesthetic impacts because project design features, such as visual screening, building surface types, and landscape designs would be selected and implemented to reduce impacts on scenic vistas, visual character, or quality of public views or on scenic resources. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site- specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that long-term operational scenic impacts 6 resulting from the development of new or modified facilities associated with t he Proposed Regulations could be potentially significant and unavoidable. Impact 3.1-4: Temporary or Permanent New Sources of Substantial Light or Glare That Would Adversely Affect Day or Nighttime Views in Areas near Project Sites Substantial light or glare that would adversely affect day or nighttime views could be generated by construction activities or during operation of new or expanded organic waste handling facilities developed in response to the Proposed Regulations. Construction activities would not be anticipated to result in new sources of substantial light or glare because of the short-term and temporary nature of those activities. However, operation of new or modified facilities in rural areas could include infrastructure containing reflective surfaces and could require safety lighting that would be noticeable in those areas. Implementation of the proposed project would result in potentially significant impacts related to permanent new sources of substantial light or glare that would adversely affect day or nighttime views in areas near specific organic waste handling facilities. The EIR includes Mitigation Measure 3.1-4: Implement Light and Glare Reduction Measures during Operation of New or Modified Facilities in Response to the Proposed Regulations. Consideration of a project’s long-term aesthetic effects is typically subject to the purview of a local jurisdiction, based on its planning policies, ordinances, and/or design guidelines. Conditions of approval in a solid waste facility permit would not extend to regulating issues such as the potential for new sources of light and glare to affect day or nighttime views. Site- specific, project impacts and mitigation measures would be identified during a project’s local review process. A proposed project would be approved by a local government and potentially another permitting agency that can apply conditions of approval. Therefore, CalRecycle finds that mitigation measures to reduce impacts due to temporary or permanent new sources of substantial light or glare can and should be implemented by local jurisdictions with land use authority. The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize light and glare impacts: • Proponents of new facilities constructed as a result of reasonably foreseeable compliance responses would coordinate with State or local land use agencies to seek entitlements for development. This process would involve the completion of all necessary environmental review requirements (e.g., CEQA). The local or State land use agency or governing body must follow all applicable environmental regulations as part of approval of a development project. • All feasible mitigation identified during the environmental review to reduce or substantially lessen the potentially significant light and glare impacts of the project would be implemented. Actions may include low-height lighting design, window glazing design, or minimized reflective surfaces. • The color and finish of the surfaces of all project structures and buildings visible to the public would be carried out to (1) minimize glare and (2) comply with local design policies and ordinances. The project proponent would submit a surface treatment plan to the lead agency for review and approval. 7 • The project proponent would contact the lead agency to discuss the documentation required in a lighting mitigation plan, submit to the lead agency a plan describing the measures that demonstrate compliance with lighting requirements, and notify the lead agency that the lighting has been completed and is ready for inspection. Mitigation Measure 3.1-4 would reduce aesthetic impacts because project design features, such as lighting and building surface types, would be selected to reduce light and glare effects. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that long-term operational glare and nighttime lighting impacts resulting from the development of new or modified facilities associated with the Proposed Regulations could be potentially significant and unavoidable. Agriculture and Forestry Resources Finding and Explanation Impact 3.2-1: Conversion of Farmland to Nonagricultural Use or Conflict with a Williamson Act Contract or Zoning for Agricultural Use Construction and operation of new or modified organic waste recovery facilities could result in significant temporary, long-term, or permanent conversion of Prime Farmland, Farmland of Statewide Importance, and Unique Farmland and conflicts with Williamson Act contracts and agricultural zoning. However, the specific locations and scale of possible future facilities are not known. Therefore, the precise scale of conversion of farmland and conflicts with zoning or Williamson Act contracts cannot be determined at this time. Because there could be substantial conversion of farmland and conflicts with agricultural zoning and Williamson Act contracts, this impact would be potentially significant. The EIR includes Mitigation Measure 3.2-1: Implement Agricultural Resource Protection Measures during Construction and Operation of New or Modified Facilities Built in Response to the Proposed Regulations. As described in Section 1.2 of the EIR the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to require implementation of mitigation measures that would reduce potentially significant impacts related to the location of specific facilities, including those on agricultural lands. Mitigation measures to reduce impacts on agricultural lands can and should be implemented by local jurisdictions with land use authority. Site-specific, project impacts and mitigation would be identified during a project’s local review process. A proposed project would be approved by a local government and potentially another permitting agency that can apply conditions of approval. Therefore, CalRecycle finds that mitigation measures to avoid or minimize impacts on agricultural resources can and should be implemented by local jurisdictions with land use authority. 8 The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize impacts on agricultural resources: •Proponents of new facilities constructed as a result of reasonably foreseeable compliance responses would coordinate with local or State land use agencies to seek entitlements for development. This process would involve the completion of all necessary environmental review requirements (e.g., CEQA). The local or State land use agency or governing body must comply with all applicable regulations as part of approval of a development project. •Project proponents would implement all feasible mitigation identified during the environmental review to reduce or substantially lessen the potentially significant environmental impacts of the project. Examples of types of mitigation to protect Farmland include: Designing proposed projects to minimize, to the greatest extent feasible, the loss of the highest value Farmland; or For projects that will result in permanent conversion of Farmland, preserve in perpetuity other Farmland through acquisition of an agricultural conservation easement, or contributing funds to a land trust or other entity qualified to preserve Farmland in perpetuity (at a target ratio of 1:1, depending on the nature of the conversion and the characteristics of the Farmland to be converted, to compensate for permanent loss). •Any mitigation specifically required for a new or modified facility would be determined by the local lead agency, and future environmental documents by local and State lead agencies should include analysis of: Avoidance of lands designated as Important Farmland as defined by the FMMP, and The feasibility of using farmland that is not designated as Important Farmland before deciding on the conversion of Important Farmland. •The feasibility, proximity, and value of the proposed project sites should be balanced before a decision is made to locate a facility on land designated as Important Farmland. •Any action resulting in the conversion of Important Farmland should consider mitigation for the loss of such far mland. Any such mitigation should be completed before a grading or building permit is issued by providing the permitting agency with written evidence that the mitigation has been implemented. Mitigation may include but would not be limited to: Permanent preservation of off-site Important Farmland (State-defined Prime Farmland, Farmland of Statewide Importance, and Unique Farmland) of equal or better agricultural quality, at a ratio of at least 1:1 (preservation may include the purchase of agricultural conservation easement[s], purchase of credits from 9 an established agricultural farmland mitigation bank, and contribution of agricultural land or equivalent funding to an organization that provides for the preservation of farmland toward the ultimate purchase of an agricultural conservation easement), and Participation in any agricultural land mitigation program, including programs maintained by local governments that provide equal or more effective mitigation than the measures listed. Mitigation Measure 3.2-1 would reduce potentially significant impacts to agricultural resources because plans would be incorporated into project design to minimize conversion of Farmland to other uses and compensation would be sought for permanent loss of Farmland. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that agricultural and forest resources impacts associated with the Proposed Regulations could be potentially significant and unavoidable. Impact 3.2-2: Conflict with Existing Zoning for Forestland, Timberland, or Timberland Zoned Timberland Production or Loss of Forestland from Conversion to Nonforest Use Construction and operation of new or modified organic waste recovery facilities could result in significant temporary or permanent conversion of forestland or timberland and could conflict with zoning for forestland, timberland, or lands zoned as TPZ. The specific locations and scale of possible future facilities are not currently known; thus, the precise scale of conversion of forestland or timberland and conflicts with zoning cannot be determined at this time. Because there could be substantial conv ersion of forestland and timberland and conflicts with TPZ zoning, this impact would be potentially significant. The EIR includes Mitigation Measure 3.2-2: Implement Forest Resource Protection Measures during Construction and Operation of New or Modified Facilities Built in Response to the Proposed Regulations. As described in Section 1.2 of the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to require implementation of mitigation measures that would reduce potentially significant impacts related to the location of specific facilities, including those on forestland or timberland. Mitigation measures to reduce impacts on forestland and timberland can and should be implemented by local jurisdictions with land use authority. Site-specific, project impacts and mitigation would be identified during a project’s local review process. A proposed project would be approved by a local government and potentially another permitting agency that can apply conditions of approval. Therefore CalRecycle finds that mitigation measures to avoid or minimize impacts on temporary or permanent conversion of forestland or timberland and could conflict with zoning for forestland, timberland, or lands zoned as TPZ can and should be implemented by local jurisdictions with land use authority. 10 The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize impacts on forestland and timberland: •Proponents of new facilities constructed as a result of reasonably foreseeable compliance responses would coordinate with local or State land use agencies to seek entitlements for development. This process would involve the completion of all necessary environmental review requirements (e.g., CEQA). The local or State land use agency or governing body must comply with all applicable regulations as part of approval of a development project. •Project proponents would implement all feasible mitigation identified during the environmental review to reduce or substantially lessen the potentially significant environmental impacts of the project. Examples of types of mitigation to protect Farmland include: Avoid land protected as forestland and timberland through site selection or project design. Where feasible, project proponents should take into account the value of the forest, not only in terms of direct products, such as wood, but also as part of the watershed ecosystem, when selecting a project site. Wherever possible, nonprotected sites should be preferred and selected instead of protected sites; and For projects that would result in permanent conversion of forestland, other forestland would be preserved in perpetuity through a conservation easement or by acquiring lands or contributing funds to a land trust or other agency (at a target ratio of 1:1, depending on the nature of the conversion and the characteristics of the forestland to be converted, to compensate for permanent loss). Mitigation Measure 3.2-2 would reduce potentially significant impacts to forest resources because plans would be incorporated into project design to minimize adverse effects on forest land and compensation for permanent conversion would be acquired. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that forestland and timberland impacts associated with the Proposed Regulations could be potentially significant and unavoidable. Impact 3.2-3: Changes in the Existing Environment That, Because of Their Location or Nature, Indirectly Result in Conversion of Farmland to Nonagricultural Use or Conversion of Forestland to Nonforest Use Construction of new or modified organic waste facilities built in response to the Proposed Regulations could result in activities that adversely affect the viability of surrounding agricultural or forest uses. Construction activities could therefore indirectly convert Farmland 11 to nonagricultural use or forestland to nonforest use. The specific locations and scale of possible future facilities are not known; thus, the precise extent and nature of indirect conversion of forestland and Farmland from construction activities cannot be identified at this time. Because there could be substantial indirect conversion of Farmland and forestland from implementation of the Proposed Regulations, this impact would be potentially significant. The EIR includes Mitigation Measure 3.2-3: Implement Agricultural and Forest Resource Protection Measures during Construction and Operation of New or Modified Facilities Built in Response to the Proposed Regulations. As described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to require implementation of mitigation measures that would reduce potentially significant impacts related to the location of specific facilities, including those on agricultural and forest lands. Therefore, CalRecycle finds that mitigation measures to reduce impacts on agricultural and forest resources can and should be implemented by local jurisdictions with land use authority. Site-specific, project impacts and mitigation would be identified during a project’s local review process. A proposed project would be approved by a local government and potentially another permitting agency that can apply conditions of approval. The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize impacts on agricultural and forest resources: • Proponents of new facilities constructed as a result of reasonably foreseeable compliance response would coordinate with local or State land use agencies to seek entitlements for development. This process would involve the completion of all necessary environmental review requirements (e.g., CEQA). The local or State land use agency or governing body must comply with all applicable regulations as part of approval of a development project. • Project proponents would implement all feasible mitigation identified during the environmental review to reduce or substantially lessen the potentially significant environmental impacts of the project. Examples of types of mitigation to protect Farmland and forest resources include: Designing proposed projects to minimize, to the greatest extent feasible, the loss of the highest value Farmland; For projects that will result in permanent conversion of Farmland, preserve in perpetuity other Farmland through acquisition of an agricultural conservation easement, or contributing funds to a land trust or other entity qualified to preserve Farmland in perpetuity (at a target ratio of 1:1, depending on the nature of the conversion and the characteristics of the Farmland to be converted, to compensate for permanent loss); Avoid land protected as forestland and timberland through site selection or project design. Where feasible, project proponents should take into account the value of the forest, not only in terms of direct products, such as wood, but also as part of the watershed ecosystem, when selecting a project site. Wherever possible, nonprotected sites should be preferred and selected instead of protected sites; and 12 For projects that would result in permanent conversion of forestland, other forestland would be preserved in perpetuity through a conservation easement or by acquiring lands or contributing funds to a land trust or other agency (at a target ratio of 1:1, depending on the nature of the conversion and the characteristics of the forestland to be converted, to compensate for permanent loss). •Project proponents would comply with local plans, policies, ordinances, rules, and regulations regarding air quality–related emissions and associated exposure (e.g., construction-related fugitive particulate matter [PM] dust regulations, indirect source review, and payment into off-site mitigation funds). •For projects located in PM nonattainment areas, project proponents shall prepare and comply with a dust abatement plan that addresses emissions of fugitive dust during construction and operation of the project. •An invasive species management plan would be developed and implemented for any project the construction or operation of which could lead to the introduction or facilitation of invasive species establishment. The plan would ensure that invasive plant species and populations are kept below preconstruction abundance and distribution levels. Mitigation Measure 3.2-3 would reduce potentially significant impacts to agricultural and forest resources because plans would be incorporated into project design to minimize adverse effects on Farmland and forest land. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less- than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that agricultural and forest resources impacts associated with the Proposed Regulations could be potentially significant and unavoidable. Air Quality Finding and Explanation Impact 3.3-1: Short-Term Construction-Related Emissions of ROG, NOX, PM10, and PM2.5 Construction of organic waste recovery facilities under the Proposed Regulations would result in ground-disturbing activities and require use of heavy-duty equipment. These activities would generate emissions of ROG, NOX, PM10, and PM2.5¬ that could exceed local air districts’ thresholds of significance. Construction-generated emissions of criteria air pollutants and precursors would be potentially significant. 13 The EIR includes Mitigation Measure 3.3-1: Implement All Feasible On- and Off-Site Mitigation Measures to Reduce Construction-Generated Air Pollutants to Below a Lead Agency–Approved Threshold of Significance. As described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to include permit conditions regulating air quality. Lead agencies would evaluate a project’s construction emissions against the applicable threshold of significance developed by a lead agency and/or air district. In cases where these thresholds are exceeded, mitigation measures to reduce construction-generated air pollutants can and should be implemented by local jurisdiction with permitting authority. Site-specific, project impacts and mitigation measures would be identified during a project’s local review process. A proposed project would be approved by a local government and/or the applicable air district as conditions of approval. Therefore, CalRecycle finds that mitigation measures to mimimize or avoid short-term construction- related emissions impacts can and should be implemented by local jurisdictions with land use authority and local air districts. The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize impacts on construction-generated air pollutants: • Project proponents shall apply for, secure, and comply with all appropriate air quality permits for project construction from the local agencies with air quality jurisdiction and from other applicable agencies, if appropriate, prior to construction mobilization. • Project proponents shall comply with the CAA and the CAAA (e.g., New Source Review and Best Available Control Technology criteria, if applicable). • Project proponents shall comply with local plans, policies, ordinances, rules, and regulations regarding air quality–related emissions and associated exposure (e.g., construction-related fugitive PM dust regulations, indirect source review, and payment into off-site mitigation funds). • For projects located in PM nonattainment areas, project proponents shall prepare and comply with a dust abatement plan that addresses emissions of fugitive dust during construction of the project. • Project proponents shall apply EPA Tier 3 or 4 emissions standards for projects found to generate exhaust NOX emissions in exceedance of an applicable threshold of significance. • Project proponents shall use all feasible biodiesel-, combined natural gas–, and electricity-powered heavy-duty equipment for projects that generate emissions in exceedance of an applicable threshold. • Project proponents shall implement idling and speed restrictions on project sites. Mitigation Measure 3.3-1 would reduce construction-related air emission because requirements would be placed on fuels, equipment, and other construction-related activities during development or renovation of individual facilities. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. 14 Consequently, although it is reasonable to expect that impacts would be reduced to a less- than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that construction-related air emissions could be potentially significant and unavoidable. Impact 3.3-2: Long-Term Operational Emissions of ROG, NOX, PM10, and PM2.5 Operation of organic waste recovery facilities under the Proposed Regulations would result in reductions of ROG, NOX, PM10, and PM2.5 associated with the diversion of organic materials from landfills to facilities with the capacity to implement strategies to reduce such emissions. However, AD and composting facilities, and other organic waste recovery facilities, would also generate air pollution from the on- and off-road mobile sector. On-road vehicles (e.g., refuse and other collection trucks, commute-related automobiles) accessing organic waste recovery facilities would generate emissions of criteria air pollutants and precursors. New emissions could occur at AD and composting facilities either from diesel engine grinders, flaring of biogas or both, which could contribute to an exceedance of an air quality standard. These emissions could surpass the applicable thresholds of significance of a local air district and lead to adverse health impacts related to exposure of criteria air pollutants. Therefore, operation-related air quality impacts would be potentially significant. The EIR includes Mitigation Measure 3.3-2: Implement All Feasible On- and Off-Site Mitigation Measures to Reduce Operation-Related Air Pollutants to Below a Lead Agency– Approved Threshold of Significance. As described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to include permit conditions regulating air quality. Lead agencies would evaluate a project’s operational emissions against the applicable threshold of significance developed by a lead agency and/or air district. In cases where these thresholds are exceeded, CalRecycle finds that mitigation measures to reduce operation-related air pollutants can and should be implemented by local jurisdictions with permitting authority and applicable air districts. Site-specific, project impacts and mitigation measures would be identified during a project’s local review process. A proposed project would be approved by a local government and/or the applicable air district as conditions of approval. The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize impacts on operation-related air pollutants: • Project proponents shall comply with the CAA and CAAA (e.g., New Source Review and Best Available Control Technology criteria, if applicable). • Project proponents shall comply with local plans, policies, ordinances, rules, and regulations regarding air quality–related emissions and associated exposure (e.g., indirect source review, vehicle idling limitations, and payment into off-site mitigation funds). • Project applicants shall establish a requirement pertaining to the use of biogas for electricity and facility-related vehicles. 15 • Project applicants shall establish a maximum rate at which flaring may occur at a facility. • Project applicants whose projects would generate criteria pollutants and ozone precursors in exceedance of an applicable threshold shall conduct air dispersion modeling if feasible. • Project applicants whose projects would introduce substantial transportation emissions to an air basin or county in nonattainment for any of the NAAQS or CAAQS shall: quantify mobile-source emissions of criteria air pollutants and ozone precursors, prepare a report demonstrating the necessity of such transportation activity, require the use of zero or near-zero on-road heavy-duty trucks that access future facilities, and prepare a Voluntary Emissions Reduction Target (VERA) with the applicable district. Mitigation Measure 3.3-2 would reduce operations-related air emission because requirements would be placed on individual facilities. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that operations-related air emissions could be potentially significant and unavoidable. Impact 3.3-4: Exposure of Sensitive Receptors to TAC Emissions Construction of organic waste recovery facilities built in response to the Proposed Regulations would generate short-ter m emissions of diesel PM; however, emissions would be temporary. Given the timeline established by SB 1383, construction phasing likely would not exceed 5 years (i.e., it would be operational by 2025). Operation of organic waste recovery facilities under the Proposed Regulations would result in reductions in emissions of TACs as compared to existing conditions at landfills. TACs generated by the reasonably foreseeable organic waste recovery facilities would constitute a stationary source and would be subject to the permitting requirements set by the appropriate air district. However, it is foreseeable that emissions of diesel PM could result in localized air quality impacts from the operational of diesel-powered on- and off-road equipment. This impact would be potentially significant. The EIR includes Mitigation Measure 3.3-4: Conduct a Health Risk Assessment and Implement On-Site TAC-Reducing Mitigation Measures. As described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to include permit conditions regulating air quality. Lead agencies would evaluate a project’s operational 16 emissions against the applicable threshold of significance developed by a lead agency and/or air district. In cases where these thresholds are exceeded, CalRecycle finds that mitigation measures to reduce operation-related air pollutants can and should be implemented by local jurisdiction with permitting authority. Site-specific, project impacts and mitigation measures would be identified during a project’s local review process. A proposed project would be approved by a local government and/or the applicable air district as conditions of approval. The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize impacts on operation-related air pollutants. In cases where TAC emission thresholds are exceeded, future project proponents should conduct an HRA prior to commencing operation. The HRA should be prepared pursuant to the most recent guidance published by OEHHA. The HRA should estimate TAC emissions from both existing and proposed TAC sources including on- and off-site mobile and stationary sources. The HRA should determine the maximum incremental increase in cancer risk from the long-term operation of organic waste recovery facilities. Future project proponents should evaluate this incremental increase against an applicable threshold of significance as determined by the relevant air district. In cases where the incremental increase exceeds these thresholds, on-site mitigation shall be applied. The following are operation-related mitigation measures that are typically applied to projects on site to reduce TAC emissions: • Project proponents shall install diesel particulate filters or implement other CARB- verified diesel emission control strategies for heavy-duty equipment. • Project proponents shall apply EPA Tier 3 or 4 emissions standards to off-road heavy- duty equipment. • Project proponents shall use haul trucks with on-road engines instead of off-road engines for on-site hauling. • Project proponents shall establish an electricity supply and use electric powered equipment instead of diesel-powered equipment if feasible. • Project proponents shall apply on-road diesel PM mitigation measures consistent with CARB’s Diesel Certification Program. • Project proponents shall utilize renewable natural gas to power on-road vehicles accessing future project sites. Mitigation Measure 3.3-4 would reduce TAC emission because requirements would be placed on fuels, equipment, and other sources of TAC emissions. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less- than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that TAC emissions could be potentially significant and unavoidable. 17 Impact 3.3-5: Exposure of Sensitive Receptors to Odors Implementation of the Proposed Regulations would require the operation of new and expanded organic waste recovery facilities throughout the state. Adverse odors could be generated by activities performed at these facilities, including the handling of feedstock materials and the off-gassing of odors generated during the decomposition of organic materials. Finished compost applied to agricultural and other land uses could also create objectionable odors. Odor impacts related to the Proposed Regulations would be potentially significant. The EIR includes Mitigation Measure 3.3-5a: Comply with Appropriate Local Land Use Plans, Policies, and Regulations and Mitigation Measure 3.3-5b: Prepare an Odor Impact Minimization Plan or Odor Management Plan. Regarding Mitigation Measure 3.3-5a, as described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to require implementation of mitigation measures that would require compliance with appropriate local land use plans, policies, and regulations. Therefore, CalRecycle finds that local agencies can and should require individual projects to be consistent with appropriate local land use plans, policies, and regulations, including any applicable setbacks or buffer zones around sensitive land uses for potentially odiferous processes, as part of project approval requirements. Regarding Mitigation Measure 3.3-5b: Prepare an Odor Impact Minimization Plan or Odor Management Plan, pursuant to 14 CCR 17863.4 and 17896.31, CalRecycle finds that future project proponents of compost and AD facilities shall prepare an OIMP to mitigate adverse odor impacts as a condition of approval. Project proponents of other organic waste recovery facilities (e.g., MRFs and rendering facilities) not subject to 14 CCR 17863.4 or 17896.31 shall develop and implement an Odor Management Plan that includes odor control strategies similar to those that would be included in an OIMP, such as the following possible strategies: • Prepare a list of potential odor sources. • Identify and describe the most likely sources of odor. • Identify the potential for, probable intensity of, and frequency of odor from likely sources. • Prepare a list of odor control technologies and management practices that could be implemented to minimize odor releases. These management practices shall entail the establishment of, but shall not be limited to, the following criteria: Require that substrate hauled to facilities is within sealed containers. Provide enclosed, negative-pressure buildings for indoor receiving and preprocessing. Treat collected odiferous air in a biofilter or air scrubbing system. 18 Establish a time limit for on-site retention of undigested substrates (e.g., substrates must be digested within 24 hours of reaching a site). Combine organic feedstocks with coarse, dry building amendments to aerate feedstock. Blend fresh organic feedstocks with finished compost, or apply a compost blanket of finished compost to fresh piles. Manage the delivery schedule to facilitate the prompt handling of odorous substrates. Handle digestate within enclosed buildings and/or directly pump it to sealed containers for transportation. Identify a protocol for monitoring and recording odor releases. Identify a protocol for reporting and responding to odor releases. Implementation of Mitigation Measures 3.3-5a and 3.3-5b would reduce odor impacts because appropriate actions would be taken to minimize the potential for odor generation and mechanisms would be in place to respond to odors if they were created. However, except for compost and AD facilities, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation at other organic waste recovery facilities besides compost and AD lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion for these facilities and finds that odor impacts at organic waste recovery facilities outside of CalRecycle and LEA odor jurisdiction could be potentially significant and unavoidable. However, CalRecycle finds that odor impacts at compost and AD facilities within the jurisdiction of CalRecycle and LEAs are expected to be mitigated to less than significant through OIMPs. Archaeology Finding and Explanation Impact 3.4-1: Substantial Adverse Change in the Significance of Built Historical Resources Development of new or expanded organic waste recovery facilities to comply with SB 1383 requirements could occur on lands that contain built historical resources. Because proposed individual development projects have the potential to significantly affect historical resources on a regional and localized level, thereby eliminating important examples of periods of California’s history, this impact would be potentially significant. 19 The EIR includes Mitigation Measure 3.4-1: Survey and Redesign or Avoid Significant Historical Resources. As described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to require implementation of mitigation measures that would reduce impacts on historical resources. Therefore, CalRecycle finds that mitigation measures to reduce potential impacts on historical resources can and should be implemented by local jurisdictions with land use authority. Site-specific, project impacts and mitigation would be identified during a project’s local review process. A proposed project would be approved by a local government and potentially another permitting agency that can apply conditions of approval. The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize impacts on historical resources: • Applicants of projects shall identify and evaluate all historic-age (over 45 years in age) buildings and structures that are proposed to be removed and modified as part of the Proposed Regulations. This will include preparation of a historic structure report and evaluation of resources to determine their eligibility for recognition under federal, State, or local criteria. The evaluation shall be prepared by an architectural historian, or historical architect meeting the Secretary of the Interior’s Standards and Guidelines for Archeology and Historic Preservation, Professional Qualification Standards. The evaluation shall comply with State CEQA Guidelines Section 15064.5(b) and, if federal funding or permits are required, with Section 106 of the NHPA of 1966 (16 U.S. Code Section 470 et seq.). • If resources eligible for inclusion in the NRHP, CRHR, or Local Official Register of Historic Resources are identified, an assessment of impacts on those resources shall be included in the report, as well as detailed measures to avoid impacts. If avoidance of a significant architectural/built environment resource is not feasible, additional mitigation options shall include, but not be limited to, specific design plans for historic districts or plans for alteration or adaptive reuse of a historical resource that follows The Secretary of the Interior’s Standards for the Treatment of Historic Properties with Guidelines for Preserving, Rehabilitation, Restoring & Reconstructing Historic Buildings. Implementation of Mitigation Measure 3.4-1 would reduce impacts associated with historic resources because it would require the performance of professionally accepted and legally compliant procedures for the avoidance of known historic resources and the evaluation of previously undocumented historic resources. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts to historical resources would be reduced to a less- than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that impacts on historical resources associated with the Proposed Regulations could be potentially significant and unavoidable. 20 Impact 3.4-2: Disturbance to Unique Archaeological Resources The reasonably foreseeable development projects associated with the Proposed Regulations could be located on properties that contain known or unknown archaeological resources, and ground-disturbing activities could result in discovery of or damage to previously undiscovered archaeological resources as defined in State CEQA Guidelines Section 15064.5. This impact would be potentially significant. The EIR includes Mitigation Measure 3.4-2: Avoid Potential Effects on Archaeological Resources. As described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to require implementation of mitigation measures that would reduce impacts on archaeological resources. Therefore, CalRecycle finds that mitigation measures to reduce potential impacts on archaeological resources can and should be implemented by local jurisdictions with land use authority. Site-specific, project impacts and mitigation would be identified during a project’s local review process. A proposed project would be approved by a local government and potentially another permitting agency that can apply conditions of approval. The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize impacts on archaeological resources: • Applicants for projects that include any ground disturbance shall retain a qualified archaeologist to conduct archaeological surveys of the site. The applicant shall follow recommendations identified in the survey, which may include activities such as subsurface testing, design and implementation of a Worker Environmental Awareness Program, construction monitoring by a qualified archaeologist, avoidance of sites, or preservation in place. • All projects shall include the following requirements as a condition of approval: If evidence of any prehistoric or historic-era subsurface archaeological features or deposits are discovered during construction-related earth-moving activities (e.g., ceramic shard, trash scatters, lithic scatters), all ground-disturbing activity in the area of the discovery shall be halted and the county shall be notified immediately. A qualified archaeologist shall be retained to assess the significance of the find. If the find is a prehistoric archaeological site, the appropriate Native American group shall be notified. If the archaeologist determines that the find does not meet NRHP or CRHR standards of significance for cultural resources, construction may proceed. If the archaeologist determines that further information is needed to evaluate significance, a data recovery plan shall be prepared. If the find is determined to be significant by the qualified archaeologist (i.e., because the find is determined to constitute either a historical resource or a unique archaeological resource), the archaeologist shall work with the project applicant to avoid disturbance to the resources. If complete avoidance is not feasible in light of project design, economics, logistics, or other factors, accepted professional standards in recording any find, including submittal of the standard California Department of Parks and Recreation (DPR) Primar y Record forms (Form DPR 523) and location information to the relevant information center, shall be followed. 21 Implementation of Mitigation Measure 3.4-2 would reduce potentially significant impacts on archaeological resources because discovered resources would be avoided, moved, recorded, or otherwise treated appropriately, in accordance with pertinent laws and regulations. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs.The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that impacts on archaeological resources associated with the Proposed Regulations could be potentially significant and unavoidable. Biological Resources Finding and Explanation Impact 3.5-1: Adverse Effect on Special-Status Species, Either Directly or through Habitat Modifications It is reasonably foreseeable to expect new or expanded facilities to be located at or near existing landfills or material recovery facilities, or in urban locations zoned for industrial or heavy commercial use, so in most circumstances, adverse effects to sensitive species would not occur. However, the potential to intrude into or displace natural habitat supporting special- status species cannot be fully dismissed, such as for project sites on urban/rural edges. Potential localized effects on special-status species could occur, including the removal or conversion of vegetation and habitat necessary for species breeding, feeding, dispersal, or sheltering. Development of organic wasted recovery facilities could result in the disturbance or loss of special-status plant and wildlife species and habitats, if they are located in areas of natural habitat. Therefore, this impact would be categorized as potentially significant. The EIR includes Mitigation Measure 3.5-1: Incorporate Avoidance and Minimization Measures Consistent with Resource Agency Regulatory Requirements. As described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to require implementation of mitigation measures that would reduce impacts on archaeological resources. Therefore, CalRecycle finds that mitigation measures to reduce potential impacts on special status species can and should be implemented by local jurisdictions with land use authority. If a proposed facility project site consists entirely of developed uses, fully disturbed land, non-native vegetation, or a combination thereof and natural habitat is not present, the proponent will report these conditions during the project’s local government review process. No additional biological resource assessment or facility design responses are required. If a proposed facility project site contains or is likely to contain natural habitat, the agency with approval authority over the project must require project sponsors to incorporate avoidance and minimization measures into the facility design, so that natural habitats and special-status species do not experience significant adverse effects. If avoidance and minimization are not feasible, the proponent will coordinate with the appropriate resources agency to identify site- specific biological resource assessments to define the design features or other actions necessary to protect sensitive species and habitats, or compensate for habitat or species effects that cannot be avoided. The assessment shall be conducted by qualified professionals 22 pursuant to adopted protocols and agency guidelines and applied to project regulatory compliance. The project proponent shall comply with the mitigation requirements needed to achieve permit approval by the appropriate resource agency, so that special-status species are adequately protected or adequate compensatory actions are included. Implementation of Mitigation Measure 3.5-1 would result in avoided or substantially reduced impacts associated with adverse effects on special-status species, because these mitigation measures would require avoidance or minimization of project-related disturbance or loss of special-status species and natural habitat or compensatory actions, consistent with resources agencies responsible for regulatory permits. Implementation of the mitigation measure at a project level would reduce the impacts on special-status species. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and Local Enforcement Agencies (LEAs). The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that impacts on special-status species resulting from the development of new and expanded facilities associated with the proposed regulation could be potentially significant and unavoidable. Impact 3.5-2: Substantial Adverse Effects on Riparian Habitat, Federally Protected Wetlands, or Other Sensitive Natural Communities through Direct Removal, Filling, Hydrological Interruption, or Other Means It is reasonably foreseeable to expect new or expanded facilities to be located at or near existing landfills or material recovery facilities, or in urban locations zoned for industrial or heavy commercial use, so in most circumstances, adverse effects to sensitive habitats would not occur. However, the potential to intrude into or displace sensitive habitats cannot be fully dismissed, such as for project sites on urban/rural edges. Potential impacts could include disturbance or loss of jurisdictional waters, including wetlands; loss or degradation of stream or wetland function; incremental degradation of wetland habitats; and fragmentation of streams and wetlands. Development of organic wasted recovery facilities could result in the disturbance or loss of sensitive habitats, if those resources are located at future project sites. Therefore, this impact would be potentially significant. The EIR includes Mitigation Measure 3.5-2: Avoid or Minimize Impacts, or Compensate for Unavoidable Loss of Sensitive Habitat . If a proposed facility project site contains or is likely to contain sensitive habitats, the agency with approval authority over the project shall require project sponsors to incorporate avoidance and minimization measures into the facility design, so that natural habitats and special-status species do not experience significant adverse effects. In keeping with the “no net loss” policy for wetlands and other waters, project designs shall be configured, whenever possible, to avoid wetlands and other waters and avoid disturbances to wetlands and riparian corridors to preserve both the habitat and the overall ecological functions of these areas. Projects shall minimize ground disturbances and transportation project footprints near such areas to the extent practicable. Where avoidance of jurisdictional waters is not feasible, project sponsors must minimize fill and the use of in- water construction methods, and place fill only with express permit approval from the 23 appropriate resources agencies (e.g., USACE, RWQCB, CDFW, BCDC, and CCC) and in accordance with applicable existing regulations, such as the CWA or local stream protection ordinances. Project sponsors can arrange for compensatory mitigation subject to approval by the USACE, RWQCB, CDFW, BCDC, and CCC, as applicable. As described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to require implementation of mitigation measures that would reduce impacts on sensitive habitats. Therefore, CalRecycle finds that mitigation measures to reduce potential impacts on sensitive habitats can and should be implemented by local jurisdictions with land us e authority. Implementation of Mitigation Measure 3.5-2 would result in avoided or substantially reduced impacts associated with adverse effects on sensitive habitats, because these mitigation measures would require avoidance or minimization of project-related disturbance or loss of sensitive habitat or compensatory actions, consistent with resources agencies responsible for regulatory permits. Implementation of the mitigation measure at a project level would reduce the impacts on sensitive habitats. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site- specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that impacts on sensitive habitats resulting from the development of new and expanded facilities associated with the proposed regulation could be potentially significant and unavoidable. Geology and Soils Impact 3.7-6: Destruction of a Unique Paleontological Resource or Site Many unique and important fossils have been found in California. Future projects implemented in response to the proposed regulation would require ground disturbance, which could harm or destroy undiscovered paleontological resources. It is likely that many projects would be co-located at existing solid waste-handling facilities or wastewater treatment plants or built on previously disturbed sites. However, individual development projects have the potential to alter or destroy unique paleontological resources. Therefore, this impact would be potentially significant. The EIR includes Mitigation Measure 3.7-6: Survey and Redesign or Avoid Significant Paleontological Resources. As described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to require implementation of mitigation measures that would reduce potentially significant impacts on paleontological resources. Therefore, CalRecycle finds that mitigation measures to reduce potential impacts on paleontological resources can and should be implemented by local jurisdictions with land use authority. Site-specific, project impacts and mitigation would be identified during a project’s local review process. A proposed project would be approved by a local government and potentially another permitting agency that can apply conditions of approval. The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize impacts on paleontological resources: 24 • Applicants of projects that require grading or excavation in previously undisturbed areas shall retain a qualified geologist or paleontologist to identify and evaluate site geology relative to the potential for the presence of unique paleontological resources. The level of screening or identification efforts and the resulting documentation should consider the type and extent of excavation and proximity to fossil bearing strata. • All projects shall include the following requirements as a condition of approval: If evidence of any paleontological features or deposits are discovered during construction-related earth-moving activities (e.g., vertebrate, invertebrate, or plant fossils, traces, and/or trackways), all ground-disturbing activity in the area of the discovery shall be halted and the county shall be notified immediately. A qualified paleontologist shall be retained to assess the significance of the find. If the paleontologist determines that the find does not constitute a significant or unique resource, construction may proceed. If the paleontologist determines that further information is needed to evaluate significance, a data recovery plan shall be prepared. If the find is determined to be significant by the qualified paleontologist, they shall work with the project applicant to avoid disturbance to the resources. If complete avoidance is not feasible in light of project design, economics, logistics, or other factors, accepted professional standards for documentation of any find and recovery of important fossils shall be followed. Implementation of Mitigation Measure 3.7-6 would reduce potentially significant impacts to paleontological resources because discovered resources would be avoided, moved, recorded, or otherwise treated appropriately, in accordance with pertinent laws and regulations. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that paleontological resources impacts associated with the proposed regulation could be potentially significant and unavoidable. Greenhouse Gas Emissions and Climate Change Finding and Explanation Impact 3.8-2: Short-Term Construction-Generated GHG Emissions Implementation of the proposed regulation would result in the construction of new or expanded organic waste recovery facilities to accommodate the increase in organic waste recovery. The construction of such facilities would generate GHG emissions that could exceed applicable local agency thresholds of significance. This impact would be potentially significant. The EIR includes Mitigation Measure 3.8-2: Implement All Feasible On- and Off-Site Mitigation Measures to Reduce Greenhouse Gas Emissions to below a Lead Agency– 25 Approved Threshold of Significance. As described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to include permit conditions regulating GHG emissions. Lead agencies would evaluate a project’s construction emissions against the applicable threshold of significance developed by a lead agency and/or air district. Therefore, CalRecycle finds that in cases where these thresholds are exceeded, mitigation measures to reduce construction-generated GHG emissions can and should be implemented by local jurisdiction with permitting authority. Site-specific, project impacts and mitigation measures would be identified during a project’s local review process. A proposed project would be approved by a local government and/or the applicable air district as conditions of approval. The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize impacts on construction-generated GHG emissions: • Project proponents shall require its contractors to restrict the idling of on- and off-road diesel equipment to no more than 5 minutes while the equipment is on-site. • Project proponents of new facilities shall implement waste, disposal, and recycling strategies (i.e., 10 percent recycled content for Tier 1 and 15 percent recycled content for Tier 2) in accordance with the voluntary measures for non-residential land uses contained in Section A5.405 of the 2016 CALGreen Code or in accordance with any update to these requirements in future iterations of the CALGreen Code in place at the time of project construction. • Project proponents of new facilities shall achieve or exceed the enhanced Tier 2 target for nonresidential land uses of recycling or reusing 80 percent of the construction waste as described in Section A5.408 of the 2016 CALGreen Code or in accordance with any update to these requirements in future iterations of the CALGreen Code in place at the time of project construction. • Project proponents shall require all diesel-powered, off-road construction equipment meet EPA’s Tier 3 or Tier 4 emissions standards as defined in 40 CFR 1039 and comply with the exhaust emission test procedures and provisions of 40 CFR Parts 1065 and 1068. This measure can also be achieved by using battery-electric off-road equipment as it becomes available. This measure is consistent with Mitigation Measure 3.3-1 in Section 3.3, “Air Quality.” • Project proponents shall implement a program that incentivizes construction workers to carpool, and/or use public transit or electric vehicles to commute to and from the project site. Implementation of Mitigation Measure 3.8-2 would reduce short-term construction-related GHG emissions because it would require implementation of construction best practices and use of equipment that meets stringent emissions standards However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less- than-significant level by land use and/or permitting agency conditions of approval, the degree 26 to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that construction-related GHG emissions could be potentially significant and unavoidable. Hazards Finding and Explanation Impact 3.9-2: Significant Hazards to the Public or Environment from Disturbance to Known Hazardous Material Sites Soil disturbance caused by construction associated with new or modified organic waste– handling facilities built in response to the proposed regulation would have the potential to expose workers, the public, and the environment to risks associated with existing hazardous materials if they are present within the project site. As described in Section 3.9.2, “Environmental Setting,” many hazardous waste sites are located throughout the state. Facilities implemented under the proposed regulation could be constructed across the state, and it is unknown at this time if any of those facilities would be located at a known hazardous waste site. Disturbance of contaminated sites could result in the exposure of the public and environment to health hazards from existing hazardous materials. This impact would be potentially significant. The EIR includes Mitigation Measure 3.9-2: Identify and Avoid Known Hazardous Waste Sites during Construction of New or Modified Facilities Built in Response to the Proposed Regulations. As described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to require implementation of mitigation measures that would reduce potentially significant impacts related to the exposure of workers, the public, or the environment to hazardous materials. Therefore, CalRecycle finds that mitigation measures to reduce potential hazardous materials impacts can and should be implemented by local jurisdictions with land use authority. Site-specific, project impacts and mitigation would be identified during a project’s local review process. A proposed project would be approved by a local government and potentially another permitting agency that can apply conditions of approval. The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize impacts from exposure to hazardous materials: • Proponents of new facilities constructed as a result of reasonably foreseeable compliance responses would coordinate with local or State land use agencies to seek entitlements for development. This process would involve the completion of all necessary environmental review requirements (e.g., CEQA). The local or State land use agency or governing body must comply with all applicable regulations as part of approval of a development project. • During the environmental review process for a new or modified organic waste– handling facility project that would require ground-disturbing activities under the proposed regulation, the project proponent would coordinate with the landowner or other entity with jurisdiction (e.g., city or county) to determine whether hazardous materials are known to have been used, stored, or disposed of on the project site. The 27 project proponent would also conduct a DTSC EnviroStor web search (https://www.envirostor.dtsc.ca.gov/public/) and consult DTSC’s Cortese List to identify any known contamination sites on the project site. If the site of a new or modified organic waste facility is known to contain hazardous waste or is included on the DTSC Cortese List and identified as containing potential soil contamination that has not been cleaned up and deemed closed by DTSC, the area of contamination will be avoided, if feasible, or remediated before ground-disturbing activities begin within the site boundaries. If it is determined through coordination with landowners or after review of the Cortese List that no potential or known contamination is located on a project site, the project may proceed as planned. • Before final project design and any earth-disturbing activities, the applicant or agencies responsible would conduct a Phase I Environmental Site Assessment (ESA). The Phase I ESA would be prepared by a Registered Environmental Assessor or other qualified professional to assess the potential for contaminated soil or groundwater conditions at the project site—specifically in the area proposed for construction of new or modified organic waste–handling facilities. If no contaminated soil or groundwater is identified or if the Phase I ESA does not recommend any further investigation, then the project applicant or LEA would proceed with final project design and construction. If existing soil or groundwater contamination is identified, and if the Phase I ESA recommends further review, the applicant or agencies responsible would retain a Registered Environmental Assessor to conduct follow-up sampling to characterize the contamination and to identify any required remediation that shall be conducted consistent with applicable regulations before any earth-disturbing activities. The environmental professional would prepare a report that includes, but would not be limited to, description of activities performed for the assessment, a summary of anticipated contaminants and contaminant concentrations at the proposed construction site, and recommendations for appropriate handling of any contaminated materials during construction. • Project proponents would implement all feasible mitigation identified during the environmental document review to reduce or substantially lessen the potentially significant environmental impacts of the project. Implementation of Mitigation Measure 3.9-2 would reduce impacts related to the exposure of the public or environment to significant hazards because the project proponent would search hazardous waste databases, prepared a Phase I ESA, and implement all feasible mitigation measures identified during the environmental review process. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less- than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that short-term, construction-related impacts associated with release of hazardous materials resulting from the development of new facilities associated with the proposed regulation could be potentially significant and unavoidable. 28 Impact 3.9-5: Safety Hazard from Siting an Organic Waste–Handling Facility within 5 Miles of an Airport Organic waste–handling facilities would process food materials that could attract increased numbers of scavenging birds to sites located near airports, thus increasing the risk of bird strikes for aircraft departing or approaching any nearby airports. FAA Advisory Circular 150/5200-33B recommends a minimum distance of 5 miles between various land uses practices that attract wildlife, such as MSWLFs, and airports. Because the locations of compost and AD facilities are not explicitly governed by the same locational requirements established by federal regulations for MSWLFs to minimize wildlife hazards, this impact would be potentially significant. The EIR includes Mitigation Measure 3.9-5: Reduce Safety Hazards from Siting an Organic Waste–Handling Facility within 5 Miles of an Airport. As described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to require implementation of mitigation measures that would reduce potentially significant impacts related to conflicts with aircraft. Therefore, CalRecycle finds that Mitigation measures to reduce potential impacts can and should be implemented by local jurisdictions with land use authority. Site-specific, project impacts and mitigation would be identified during a project’s local review process. A proposed project would be approved by a local government and potentially another permitting agency that can apply conditions of approval. The following mitigation measure can and should be required by agencies with project approval authority to avoid or minimize impacts related to conflicts with aircraft: • For any compost or AD facility proposed within 5 statute miles of an airport’s air operations area, the project proponent shall notify the FAA Regional Airports Division office and the airport operator of the proposal for a new compost or AD facility as early in the process as possible. Such compost or AD facilities with any open air (outdoor) activities must receive an FAA Determination of No Hazard before project approval. Implementation of Mitigation Measure 3.4-1 would reduce impacts associated wildlife attractants near airports because compost or AD facilities with any open air (outdoor) activities must receive an FAA Determination of No Hazard before project approval. However, adoption and implementation of this mitigation measure are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that impacts related to conflicts with aircraft resulting from the development of new facilities associated with the proposed regulation could be potentially significant and unavoidable. Impact 3.9-6: Impaired Implementation of or Physical Interference with an Adopted Emergency Response Plan or Emergency Evacuation Plan 29 New or modified organic waste–handling facilities and operations of collection routes would be spread throughout the state. Operation of new or modified organic waste–handling facilities and collection routes would not be located such that there would be physical interference with an adopted emergency response plan or emergency evacuation plan. Construction activities related to new or modified organic waste–handling facilities would be short term and temporary; however, heavy equipment accessing project sites from public roads during construction and installation of biogas pipelines in public rights-of-way has the potential to impair implementation of emergency response and evacuation plans. This impact would be potentially significant. The EIR includes Mitigation Measure 3.9-6: Implement Measures during Construction Activities to Avoid Impairment of an Emergency Response Plan or Emergency Evacuation Plan. As described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to require implementation of mitigation measures that would reduce potentially significant impacts related to the impaired implementation of emergency response and evacuation plans. Therefore, CalRecycle finds that mitigation measures to reduce potential impacts can and should be implemented by local jurisdictions with land use authority. Site-specific, project impacts and mitigation would be identified during a project’s local review process. A proposed project would be approved by a local government and potentially another permitting agency that can apply conditions of approval. The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize impacts related to impaired implementation of emergency response and evacuation plans: • Proponents of new facilities constructed as a result of reasonably foreseeable compliance responses would coordinate with local or State land use agencies to seek entitlements for development. This process would involve the completion of all necessary environmental review requirements (e.g., CEQA). The local or State land use agency or governing body must comply with all applicable regulations as part of approval of a development project. • Project proponents would implement all feasible mitigation identified during the environmental review to reduce or substantially lessen the potentially significant impacts from constructing the project related to impairment of an emergency response plan or emergency evacuation plan. • The contractor(s) would obtain any necessary road encroachment permits before pipelines are installed within the existing roadway right-of-way. As part of the road encroachment permit process, the contractor(s) would submit a traffic safety/traffic management plan (for work in the public right-of-way) to the agencies having jurisdiction over the affected roads. The plan would likely include, but would not necessarily be limited to, the following elements. Develop circulation and detour plans to minimize impacts on local street circulation. Use haul routes that minimize truck traffic on local roadways to the extent possible. Use flaggers and/or signage to guide vehicles through and/or around the construction zone. 30 To the extent feasible, and as needed to avoid adverse impacts on traffic flow, schedule truck trips outside of peak morning and evening commute hours. Limit lane closures during peak traffic hours to the extent possible. Restore roads and streets to normal operation by covering trenches with steel plates outside of allowed working hours or when work is not in progress. Limit, where possible, pipeline construction work zones to a width that, at a minimum, maintains alternating one-way traffic flow past the construction zone. Coordinate with facility owners or administrators of sensitive land uses, such as police and fire stations, hospitals, and schools. Provide advance notification to the facility owner or operator of the timing, location, and duration of construction activities. To the maximum extent feasible, maintain access to private driveways located within construction zones. Coordinate with the local public transit providers so that bus routes or bus stops in work zones can be temporarily relocated as the service provider deems necessary. Implementation of Mitigation Measure 3.9-6 would reduce impacts associated with the potential to impair implementation of emergency response and evacuation plans because it would require the contractor(s) to submit a traffic safety/traffic management plan (for work in the public right-of-way) to the agencies having jurisdiction over the affected roads. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that short-term, construction-related impacts on implementation of emergency response and evacuation plans resulting from the development of new facilities associated with the proposed regulation could be potentially significant and unavoidable. Hydrology and Water Quality Finding and Explanation Impact 3.10-3: Violation of Any Water Quality Standards or Waste Discharge Requirements or Conflict with the Implementation of a Water Management Plan through Land Application of Uncomposted Organic Materials The proposed regulation limits the volume of organic waste that can be sent to landfills, which could result in increased land application of materials that are difficult to compost. When properly managed, land application can be accomplished without adversely affecting water quality. However, illegal land application has been documented as a threat to water quality 31 and could increase with implementation of the proposed regulation. Because the proposed regulation could indirectly result in an increase in illegal land application of organic wastes, this impact would be potentially significant. The EIR includes Mitigation Measure 3.10-3: Develop Land Application Enforcement Strategy. CalRecycle shall develop an enforcement strategy for preventing illegal land application. This strategy includes regulatory requirements that specify that LEAs shall directly observe any material at designated solid waste facilities destined for land application. If physical contaminants, based on visual observation, clearly exceed the limits for legal land application in 14 CCR Section 17852(a)(24.5)(A)(1), the LEA may require the operator to further process such material as a preventative measure to avoid illegal land application. Enforcement strategies may additionally include encouragement of secondary processing to reduce the volume of compost overs, community outreach regarding the potential adverse effects of illegal land application, identification of sites (such as remote canyons) that may be more at risk for illegal dumping of organic wastes, development of avenues of receiving public complaints, and coordination with LEAs and RWQCB enforcement staff. Implementation of Mitigation Measure 3.10-3 would reduce potentially significant impacts to water quality from improper and illegal application of organic wastes by CalRecycle developing a strategy to combat illegal land application activities including regulatory measures to prevent contaminants in compostable material transported from solid waste facilities or operations contributing to illegal land application. CalRecycle finds that for solid waste facility operators subject to an LEA permit that are sending material to land application, this impact would be reduced to a less-than-significant level. However, for individual projects that are reasonably foreseeable under the proposed regulation, but not subject to LEA permits, CalRecycle does not have the authority to require local implementing agencies to adopt the above mitigation measures, and it is ultimately the responsibility of a lead agency with land use authority to determine and adopt mitigation. Therefore, although it is reasonably anticipated that impacts to hydrologic resources would be less than significant as a result of local government actions and increased enforcement, for projects not subject to an LEA permit, CalRecycle does not have authority to enforce provisions on local governments. Thus, CalRecycle finds that water quality impacts from illegal organic material application to land could be potentially significant and unavoidable. Noise Finding and Explanation Impact 3.12-1: Short-Term Construction-Related Noise Effects Implementation of the proposed regulation would result in the construction of new or expanded waste recovery facilities and related infrastructure that would generate temporary construction-related noise. Based on noise emissions levels from typical types of equipment used during construction and accounting for typical usage factors of individual pieces of equipment activities and attenuation, on-site construction could result in construction noise that exceeds noise standards established in local general plans and noise ordinances or that are substantially greater than the ambient noise environment. Thus, implementation of reasonably foreseeable compliance responses could result in the generation of short-term construction noise in excess of applicable standards or result in a substantial increase in 32 ambient noise levels at nearby sensitive receptors, and exposure to excessive vibration levels. This impact would be potentially significant. The EIR includes Mitigation Measure 3.12-1: Implement Noise-Reduction Measures during Project Construction. As described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to require implementation of mitigation measures that would reduce potentially significant construction-related noise. Therefore, CalRecycle finds that mitigation measures to reduce construction-related noise impacts can and should be implemented by local jurisdictions with land use authority. Site-specific, project impacts and mitigation would be identified during a project’s local review process. A proposed project would be approved by a local government and potentially another permitting agency that can apply conditions of approval. The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize impacts related to construction noise: • Proponents of new facilities constructed under the reasonably foreseeable compliance responses would coordinate with local or State land use agencies to seek entitlements for development including the completion of all necessary environmental review requirements (e.g., CEQA). The local or State land use agency or governing body must comply with applicable regulations and would approve the project for development. • Based on the results of project level environmental review, project proponents would implement all feasible mitigation identified in the environmental document to reduce or substantially lessen the environmental impacts of the project The definition of actions required to mitigate potentially significant noise impacts may include the following; however, any mitigation specifically required for a new or modified facility would be determined by the local lead agency . • Ensure noise-generating construction activities (including truck deliveries, pile driving, and blasting) are limited to the least noise-sensitive times of day (e.g., weekdays during the daytime hours) for projects near sensitive receptors. • Consider use of noise barriers, such as berms, to limit ambient noise at property lines, especially where sensitive receptors may be present. • Ensure all project equipment has sound-control devices no less effective than those provided on the original equipment. • All construction equipment used would be adequately muffled and maintained. • Consider use of battery-powered forklifts and other facility vehicles. • Ensure all stationary construction equipment (i.e., compressors and generators) is located as far as practicable from nearby sensitive receptors or shielded. • Properly maintain mufflers, brakes and all loose items on construction and operation related vehicles to minimize noise and address operational safety issues. Keep truck 33 operations to the quietest operating speeds. Advise about downshifting and vehicle operations in sensitive communities to keep truck noise to a minimum. • Use noise controls on standard construction equipment; shield impact tools. • Consider use of flashing lights instead of audible back-up alarms on mobile equipment. • Install mufflers on air coolers and exhaust stacks of all diesel and gas- driv en engines. • Equip all emergency pressure relief valves and steam blow-down lines with silencers to limit noise levels. • Contain facilities within buildings or other types of effective noise enclosures. • Employ engineering controls, including sound-insulated equipment and control rooms, to reduce the average noise level in normal work areas. Implementation of Mitigation Measure 3.12-1 would reduce construction noise and vibration impacts because it would require project sponsors to implement best practices at construction sites to minimize these effects. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that short-term, construction- related noise impacts resulting from the development of new facilities associated with the proposed regulation could be potentially significant and unavoidable. Impact 3.12-2: Long-Term Operation Effects on Noise Implementation of the proposed regulation would result in the operation of new or expanded waste recovery facilities and related infrastructure that would generate on-going noise associated with these facilities. Based on noise emissions levels from typical types of equipment used during the operation of organic waste recovery facilities and accounting for typical usage factors of individual pieces of equipment and attenuation, the operation of these facilities could result in noise that exceeds noise standards established in local general plans and noise ordinances or that is substantially greater than the ambient noise environment. Thus, implementation of reasonably foreseeable compliance responses could result in the generation of long-term operational noise in excess of applicable standards or result in a substantial increase in ambient noise levels at nearby sensitive receptors, and exposure to excessive vibration levels. This impact would be potentially significant. The EIR includes Mitigation Measure 3.12-2: Implement Noise-Reduction Measures during Project Operation. CalRecycle shall require LEAs to incorporate the following conditions into permits, as appropriate, based on the facts at the proposed facility site, before approving a solid waste facility permit or registration permit for organic waste recovery projects developed 34 to comply with the proposed regulation. For individual projects not under the jurisdiction of LEAs, site-specific, project impacts and mitigation would be identified during a project’s local review process. Therefore, CalRecycle finds that mitigation measures to reduce potential impacts can and should be implemented by these local jurisdictions with land use authority. A proposed project would be approved by a local government and potentially another permitting agency that can apply conditions of approval. Recognized practices that can and should be required to avoid and/or minimize noise include: • All powered equipment shall be used and maintained according to manufacturer’s specifications. • Public notice of activities shall be provided to nearby noise-sensitive receptors of potential noise-generating activities. • All motorized equipment shall be shut down when not in use. • Idling of equipment or trucks shall be limited to 5 minutes. • All heavy equipment and equipment operation areas shall be located as far as possible from nearby noise-sensitive land uses (e.g., residential land uses, schools, hospitals, places of worship, recreation resources). • To achieve an interior noise level less than applicable noise standards, the installation of double pane windows and building insulation shall be offered to residences directly affected by significant operational noise levels generated by the noise-generating facility. If accepted by the homeowner, the project applicant shall provide the funding necessary to install the appropriate noise- reducing building improvements. Implementation of Mitigation Measure 3.12-2 would reduce operational noise and vibration impacts because it would require project sponsors to implement best practices at organic waste recovery facilities to minimize these effects. For projects subject to an LEA permit, CalRecycle finds that these impacts would be reduced to a less-than-significant level. However, for individual projects that are reasonably foreseeable under the proposed regulation, but not subject to LEA permits, CalRecycle does not have the authority to require local implementing agencies to adopt the above mitigation measures, and it is ultimately the responsibility of a lead agency with land use authority to adopt the mitigation described herein, which it can and should do, or consider and adopt other feasible mitigation measures. Therefore, although it is reasonably anticipated that operational noise and vibration impacts would be less than significant as a result of local government land use approvals, CalRecycle does not have the authority to enforce provisions on local governments where there is no LEA permit, so CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that operational noise impacts could be potentially significant and unavoidable. Transportation Finding and Explanation 35 Impact 3.13-1: Construction-Related Traffic Impacts Reasonably foreseeable compliance responses associated with the proposed regulation include development of new and expanded facilities to process organic waste, including compost, anaerobic digestion, and chip and grind facilities, among others. Depending on the number of trips generated and the location of new facilities, implementation could conflict with applicable programs, plans, ordinances, or policies (e.g., performance standards, congestion management) or result in hazardous design features and emergency access issues from road closures, detours, and obstruction of emergency vehicle movement, especially from project-generated heavy-duty truck trips. Thus, this impact would be potentially significant. The EIR includes Mitigation Measure 3.13-1: Prepare a Transportation Construction Plan As described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to require implementation of mitigation measures that would reduce potentially significant construction-related transportation impacts. Therefore, CalRecycle finds that mitigation measures to reduce construction-related transportation impacts can and should be implemented by local jurisdictions with land use authority. Site-specific, project impacts and mitigation would be identified during a project’s local review process. A proposed project would be approved by a local government and potentially another permitting agency that can apply conditions of approval. The following mitigation measures can and should be required by agencies with project approval authority to avoid or minimize construction traffic impacts: Prepare a transportation construction plan for all phases of construction. • Establish a construction phasing/staging schedule and sequence that minimizes impacts of a work zone on traffic by using operationally sensitive phasing and staging throughout the life of the project. • Identify arrival/departure times for trucks and construction workers to avoid peak periods of adjacent street traffic and minimize traffic effects. • Identify optimal delivery and haul routes to and from the sites to minimize impacts on traffic, transit, pedestrians, and bicyclists. • Identify appropriate detour routes for bicycles and pedestrians in areas affected by construction. • Coordinate with local transit agencies, and provide for relocation of bus stops and ensure adequate wayfinding and signage to notify transit users. • Preserve emergency vehicle access. • Implement public awareness strategies to educate and reach out to the public, businesses, and the community concerning the project and work zone (e.g., brochures and mailers, press releases/media alerts). • Provide a point of contact for residents, employees, property owners, and visitors to obtain construction information and submit comments and questions. 36 • Provide current and/or real-time information to road users regarding the project work zone (e.g., changeable message sign to notify road users of lane and road closures and work activities, temporary conventional signs to guide motorists through the work zone). • Encourage construction workers to use transit, carpool, and other sustainable transportation modes when commuting to and from the sites. Implementation of Mitigation Measure 3.13-1 would reduce impacts from construction-related traffic because as part of the planning, design, and engineering for future projects, the implementing agency would implement measures to minimize overall disruptions and ensure that overall circulation in a project area is maintained to the extent possible, with particular focus on ensuring transit, pedestrian, and bicycle connectivity. Implementation of the mitigation measure at a project level would reduce the impacts from construction activities on the transportation system and traffic. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project-level impacts and require project-level mitigation lies primarily with local land use and/or permitting agencies for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that short-term, construction- related traffic impacts resulting from the development of new and expanded facilities associated with the proposed regulation could be potentially significant and unavoidable. Impact 3.13-4: Reasonably Anticipated Increase in VMT Under the proposed regulation, the amount of organic waste delivered to landfills would be reduced through changes to the way food waste and other organic materials are collected and handled. Organic waste would be transported to a qualifying recovery facility, such as a food recovery center, compostable material handling facility, AD facility, a recycling center, or a biomass conversion facility. In some cases, material produced at recovery facilities would be delivered to customers for use as a soil amendment or for direct land application after chipping and grinding. A greater quantity of edible food would also be collected and distributed to people rather than being disposed in a landfill. While collection modifications would not substantially change the amount of travel needed, the post-recovery activities would be reasonably expected to increase vehicle trips within the state and, therefore, vehicle miles traveled (VMT). There is uncertainty in predicting the location of new and expanded organic waste recovery facilities and the locations where rescued food and finished compost would be distributed. Thus, recognizing the expectation of increased travel and uncertainty in future predictions, to meet CEQA’s mandate of good-faith disclosure and to not risk understating potential future VMT impacts in light of the uncertainties, this impact is classified as potentially significant. Vehicular travel associated with implementation of the Proposed Regulations is related to changes in the way that organic waste is processed. The distance required to accommodate new trips is related to the location of facilities that would receive and process the waste, as well as the location where processed compost, other byproducts of organic waste recovery 37 facilities, and recovered food would be distributed. According to the SB 743 Technical Advisory, potential mitigation measure that can reduce VMT include actions such as improved alternate transportation facilities, land use planning, and disincentives to driving (e.g., roadway pricing, limited parking availability). Land use decisions, including those related to the siting of organic waste recovery facilities, are subject to local jurisdictions (PRC Section 40059). The locations where compost, other byproducts, and recovered food would be distributed is contingent on various influences outside of CalRecycle’s control, including local land uses and economics. Other mitigation measures, such as providing improved alternative transportation facilities and establishing disincentives to driving, would not have sufficient nexus with the impact or offer rough proportionality to the impact to be considered feasible mitigation (Dolan v. City of Tigard, 512 U.S. 374 [1994]; Nollan v. California Coastal Commission, 483 U.S. 8825 [1987]). However, the department is noting a potential mitigation measure that jurisdictions could employ to mitigate vehicle miles traveled. The EIR includes Mitigation Measure 3.13-4: Employ Remote Monitoring Technology to Measure Remaining Container Capacity and Monitor Container Contamination As described in the EIR, the authority of CalRecycle and LEAs is statutorily limited. They do not have authority to require implementation of mitigation measures that would reduce potentially significant increases in vehicle miles traveled. Therefore, CalRecycle finds that mitigation measures to reduce VMT can and should be implemented by local jurisdictions with land use authority. Site-specific, project impacts and mitigation would be identified during a project’s local review process. A proposed project would be approved by a local government and potentially another permitting agency that can apply conditions of approval. The following mitigation measures can and should be required by agencies with project approval authority for waste collection services to avoid or minimize VMT: • Require placement of remote monitoring technology in collection containers or on collection vehicles that are capable of identifying underused container capacity (e.g. whether a bin is partially full) and the presence of contaminants in a container, on a regular basis or when a container is tipped in into a collection vehicle. • Establish practices to identify optimization of vehicle routes in a manner that reduces the collection of partially full containers and/or informs customers that could down size their container size. • Identify opportunities to reduce VMT by limiting the collection of contaminated containers in a manner that commingles the container contents with clean material. • Encourage businesses and residents to right-size their container to reduce unnecessary vehicle trips. Implementation of Mitigation Measure 3.13-4 at a project level would reduce the impacts from VMT increases. However, adoption and implementation of these mitigation measures are beyond the authority of CalRecycle and LEAs. The authority to review site-specific, project- level impacts and require project-level mitigation lies primarily with local jurisdictions for individual projects. Consequently, although it is reasonable to expect that impacts would be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, the degree to which another agency would require mitigation is uncertain. 38 Therefore, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds that reasonably anticipated increased to VMT associated with compliance with the proposed regulation could be potentially significant and unavoidable. Cumulatively Considerable Impacts The Proposed Regulations are applicable statewide over a long-term future horizon to achieve organic waste disposal reduction and edible food recovery targets. Consequently, the impact analyses for the resource topics in Chapter 3 of the EIR are programmatic in that they address the statewide context of impacts in a general manner, rather than describe potential site-specific or project-specific effects. The EIR contains a description and analysis of a series of reasonably foreseeable compliance actions that are part of a statewide program. The descriptions of mitigation measures presented in Chapter 3 of the EIR provide generally recognized methods to reduce significant and potentially significant impacts but do not offer details related to specific project locations or design characteristics, because the locations and project plans cannot be known at this time. As a result of the statewide context of the environmental analysis, the impact conclusions and mitigation measures in the sections of Chapter 3 are easily integrated into cumulative impacts because they describe the potential effects associated collectively with the full range of reasonably foreseeable compliance responses related to implementing the Proposed Regulations.The analysis of cumulative impacts for the Proposed Regulations included a summary of the cumulative impacts found for each resource area and a conclusion regarding whether the Proposed Regulations could result in a cumulatively considerable contribution to a significant cumulative impact. The EIR concluded the Proposed Regulations could result in a cumulatively considerable contribution to significant cumulative impacts to agriculture and forestry resources, air quality, archeological, historical, and tribal cultural resources, biological resources, geology and soils, hazards and hazardous material, hydrology and water quality, noise, and transportation. While suggested mitigation is provided within the respective resource areas of the EIR analyses that could address the contribution of the Proposed Regulations to each of these potentially cumulatively considerable impacts, CalRecycle finds that because these adv erse impacts are potential indirect impacts associated with the compliance responses of covered entities, the authority to determine site- or project-specific mitigation is within the purview of jurisdictions with land use approval and permitting authority, such as city or county governments. Public agencies with authority can and should implement the identified measures to the degree feasible. Because the ability and authority to determine project-level impacts and require project-level mitigation lies with land use and/or permitting agencies for individual projects, and the programmatic level of analysis associated with the EIR does not attempt to address project-specific details of mitigation, there is inherent uncertainty in the degree of mitigation that may ultimately be implemented to reduce potentially significant impacts to this resource. Consequently, while cumulative impacts could be reduced to a less-than-significant level by land use and/or permitting agency conditions of approval, CalRecycle takes a conservative approach in its post-mitigation significance conclusion and finds the cumulatively considerable contribution of the Proposed Regulations to existing significant cumulative impacts to agriculture and forestry resourc es, air quality, archeological, historical, and tribal cultural resources, biological resources, geology and soils, hazards and hazardous material, hydrology and water quality, noise, and transportation to be potentially significant and unavoidable. 39 Findings on Alternatives to the Project In addition to the No-Project Alternative, the EIR considered a reasonable range of alternatives that could reduce or eliminate the significant adverse environmental impacts associated with the Proposed Regulations, while accomplishing most of the project objectives. CalRecycle finds the alternatives analysis is sufficient to inform CalRecycle and the public regarding the tradeoffs between the degree to which the alternatives could reduce environmental impacts and the corresponding degree to which the alternatives could achieve the project objectives. Based upon a full evaluation of the alternatives, and the entirety of the record, CalRecycle finds that adoption and implementation of the Proposed Regulations is the most desirable, feasible, and appropriate action for achieving the objectives of the project, and CalRecycle rejects the other alternatives because they either fail to meet most project objectives, or are infeasible based on consideration of the relevant factors identified in the EIR and briefly described below: Alternative 1: No Project Alternative Under the No Project Alternative, no regulation would be adopted. Organic waste would not be diverted from landfills beyond that which occurs under existing conditions or planned programs, and the methane reduction goals of the SLCP strategy, and by extension the State’s overall climate change targets, would not be met. It is not clear that CalRecycle has the legal authority to pursue the No Project Alternative. CalRecycle is legislatively mandated to develop regulations designed to reach the SB 1383 statewide disposal reduction and edible food recovery targets (Lara, Chapter 395, Statutes of 2016). Under the No Project Alternative, the proposed regulation would not be adopted and there would therefore not be any changes to how compostable materials are collected, transported, and managed. Thus, because there would be no new development or other physical changes related to regulation, there would be no impacts under the No Project Alternative. CalRecycle finds that under this alternative, the fundamental objectives associated with the Proposed Regulations to achieve the statutorily-mandated organic waste diversion goals in SB 1383 would not be achieved. Furthermore, as described in more detail in Section 2.7 of the EIR, “Anticipated Benefits of SB 1383 Regulations,” diverting organic waste from landfills and into beneficial uses in accordance with the proposed regulation is expected to result in benefits to food insecurity, soil health, and availability of biogas and reduce landfill disposal. CalRecycle also finds that the No Project Alternative would not result in the methane emission or other air quality emission reductions that would occur through the reduction of organic waste disposal associated with the proposed regulation. Accordingly, alternatives that do not achieve the SB 1383 mandates are inconsistent with CalRecycle’s legislative direction. Therefore, the No Project Alternative would not meet the most basic objectives of the project. Furthermore, adoption of the No Project Alternative does not create an environmentally advantageous outcome because although the potentially significant impacts related to the compliance responses of the Proposed Regulations as 40 identified in the EIR would not occur, the beneficial impacts related to methane emission reductions would also not be realized. For these reasons, CalRecycle rejects this alternative. Alternative 2: Limit the Types of Facilities, Operations, and Activities that Process or Use Organic Waste in a Way that Constitutes a Reduction of Landfill Disposal Article 2 (14 CCR Section 18983.1[b]) of the Proposed Regulations distinguishes what constitutes landfill disposal and recovery for the purposes of organic waste handling. Organic waste recovery involves redirecting organic waste that otherwise would be disposed of in a landfill to activities or facilities with processes that reduce GHGs in accordance with the proposed regulation (14 CCR Section 18983.2). With Alternative 2, Article 2 of the proposed regulation would be revised to include only compost facilities, AD facilities, and recycling centers as the types of facilities, operations, and activities that would constitute a reduction in landfill disposal or recovery. Article 2 would be revised to exclude references to biomass conversion facilities; material used as a soil amendment for erosion control, revegetation, slope stabilization, or landscaping at a landfill; land application; animal feed; and other operations. The edible food recovery targets and requirements included in the proposed regulation would be the same as under the proposed regulation. Alternative 2 would continue to target the largest components (an estimated 70 percent) of the recoverable organic waste stream (food, paper, and green materials); thus, CalRecycle finds that the project objectives related to reductions in landfill disposal could be accomplished with implementation of this alternative. Alternative 2 could also include a revision to the definition of organic waste in the proposed regulation (Section 18982[a][46]) to exclude carpet and textiles, which are not suitable for handling at compost facilities, AD facilities, or traditional paper recycling facilities. Under Alternative 2, implementation of the regulation would require the development and operation of a similar number and type of new and expanded facilities to support management of compostable materials. Impacts associated with construction of new facilities under Alternative 2 would be similar to those that would occur under the proposed regulation and would consist of impacts related to aesthetics; agricultural and forestry resources; air quality; archeological, historical, and tribal cultural resources; biological resources; energy; geology and soils; hazards and hazardous materials; land use and planning; noise; transportation; utilities and service systems; and wildfire. Under Alternative 2, the management of compostable materials would be different than under the proposed regulation. By excluding biomass conversion facilities; material used as a soil amendment for erosion control, revegetation, slope stabilization, or landscaping at a landfill; land application; animal feed, and other operations, CalRecycle finds that this alternative would avoid water quality impacts associated with land application. However, CalRecycle finds that Alternative 2 could increase VMT because the array of management options available to regulated entities would be limited. Limiting the number of existing activities that constitute recovery would increase the likelihood that material would need to travel greater distances to be managed at the smaller number of qualifying facilities. For example, use of a nearby animal feed opportunity, biomass conversion facility, or 41 property for land application would not count as recovery, so the material may need to be hauled to a more distant compost facility. Implementing Alternative 2 would ultimately increase the cost of compliance for regulated entities because it would limit the potential marketplace of viable recovery options. This type of limitation would not directly impede the state’s ability to achieve the purpose of the regulations, but it could increase the cost of compliance, which may delay when compliance is achieved. Because Alternative 2 is worse than the Proposed Regulation as it relates to GHG emission reduction, it would be less likely to meet the project objectives associated with reducing the level of statewide disposal of organic waste and reductions in methane emissions than the proposed regulation. In addition, potential increases in the cost of compliance possibly delay compliance with regulatory objectives. Based on these considerations, CalRecycle rejects this alternative. Alternative 3: Expand List of Targeted Commercial Edible Food Generators Article 10 (Section 18991 et seq.) of the Proposed Regulations requires jurisdictions to implement and oversee an edible food recovery program. In addition, commercial edible food generators must establish documented arrangements with food recovery organizations or services and meet record-keeping requirements to support their compliance with Article 10. With Alternative 3, the Article 10 list of targeted commercial edible food generators (14 CCR 18991.3) would be expanded. Section 18982(a)(73) of the Proposed Regulations defines a Tier One commercial edible food generator as a (a) supermarket, (b) grocery store with a total facility size equal to or greater than 10,000 square feet, (c) food service provider, (d) food distributor, or (e) wholesale food vendor. A Tier Two commercial edible food generator (Section 18982[a][74]) is defined as a (a) restaurant with 250 or more seats or a total facility size equal to or greater than 5,000 square feet, (b) hotel with an on-site food facility and 200 or more rooms, (c) health facility with an on-site food facility and 100 or more beds, (d) large venue, (e) large event, (f) state agency with a cafeteria with 250 or more seats or total cafeteria facility size equal to or greater than 5,000 square feet, or (g) local education agency with an on-site food facility. With Alternative 3, the Article 10 definition of targeted commercial edible food generators would be expanded to target all restaurants, all hotels and health facilities with on-site food facilities, and all state agencies with a cafeteria, regardless of their size. By expanding the list of targeted generators, Alternative 3 would be expected to increase the volume of edible food recovered and potentially reduce the overall food insecurity rate in California, as well as the amount of food that must be managed as waste. Alternative 3 would potentially reduce the number of new or expanded organic waste recovery facilities constructed to meet compostable materials disposal reduction goals. The level of impact associated with the construction of new facilities under Alternative 3 would be less than described for the proposed regulation for the following issue areas: aesthetics; agricultural and forestry resources; air quality; archaeological, historical, and tribal cultural resources; biological resources; hazards and hazardous materials; hydrology and water quality; noise; transportation; and utilities and service systems. Impacts associated with Alternative 3 that would be similar to those that would occur under the proposed regulation 42 consist of impacts related to: air quality, energy, geology and soils, GHG emissions and climate change, land use and planning; and wildfire. Under Alternative 3, there could be less long-haul transport of compostable materials diverted from landfills and postprocessed materials distributed throughout the state for land application. However, VMT may not decrease depending on the location of available food in relation to food recovery services and organizations. In addition, with fewer compost and AD facilities, localized odor impacts would decrease. The additional sources that would be subject to the food recovery requirements are smaller entities that generate less food per day than the large sources subject to the proposed regulation. Although the cost of compliance may be similar for these entities, CalRecycle finds that the costs would be disproportionately higher because the smaller entities typically have smaller revenue streams than the larger entities that would be subject to the regulation (e.g., hotels, supermarkets). The Proposed Regulations phase in the requirements on larger entities to target the entities that would contribute the most to the food recovery target. Further, by targeting the entities in the proposed regulation, the project allows those entities to pilot recovery methods and technology to help bring innovation in this sector to market. CalRecycle finds that including smaller entities under Alternative 3 would increase the cost of the project without necessarily increasing the likelihood of achieving the food recovery target. These entities could be phased in at a later date as a part of a subsequent regulation, when compliance may be cheaper as more efficient recovery methods are established by larger entities. Based on these considerations, CalRecycle rejects this alternative. STATEMENT OF OVERRIDING CONSIDERATIONS CalRecycle expects that many of the significant adverse impacts identified in the EIR will be avoided or mitigated; however, since uncertainty exists as to the extent of mitigation that other agencies will require at the site- and project-specific level, CalRecycle is conservatively considering the impacts to be significant and unavoidable. CalRecycle finds that despite the potential for adverse environmental impacts associated with the Proposed Regulations, other benefits of this regulatory action are determined to be overriding considerations that warrant approval of the Proposed Regulations and outweigh and override its unavoidable significant impacts. As described in the EIR, organic wastes make up about 67 percent of the waste stream. Redirecting organic waste from landfills and into beneficial uses in accordance with the proposed regulation is expected to result in environmental, public health, and economic benefits. Each benefit set forth below constitutes an overriding consideration warranting approval of the project, independent of the other benefits, despite each and every unavoidable impact. These benefits are described at length in the Initial Statement of Reasons and EIR, which are hereby incorporated by reference. CalRecycle has identified the following potential beneficial outcomes of the proposed regulation: • Reducing GHG Emissions. Removing organic waste from landfills prevents the creation of methane from the anaerobic breakdown of the material. This methane can work its way out of the landfill as fugitive emissions, and these emissions currently represent at least 21 percent of the state’s methane emissions annually. Achieving these waste reductions targets would reduce an increasing amount of GHG emissions, 43 ultimately achieving annual reductions of at least 4 million metric tons of CO2 equivalents (MMTCO2e) annually by 2030. In addition, 1 year of waste reduction avoids 14 MMTCO2e of emissions over the lifetime of waste decomposition. • Feeding the Hungry. Some of the currently landfilled organic waste is recoverable edible food that can provide food to millions of food-insecure people in California. The U.S. Department of Agriculture defines food insecurity as a household-level economic and social condition of limited or uncertain access to adequate food (USDA 2018). The overall food insecurity rate in California is nearly 13 percent, meaning that approximately one out of every eight Californians does not know where their next meal will come from. The rate for children is much higher; approximately one in five children in California may go to bed hungry each night (California Association of Food Banks 2017). This places California with the 19th highest child food insecurity rate in the nation. Edible food recovery programs resulting from the proposed regulation would increase the recovery of edible food for human consumption, resulting in decreased food insecurity and healthier communities. • Creating Valuable Materials: Soil Amendments. Soil amendments would result in sequestering carbon from the atmosphere, improving the health of agricultural soils including increased soil water holding capacity, preventing soil erosion, and reducing the need for synthetic fertilizers. Biogas and Transportation Fuels. Anaerobic digestion of organic materials can support the State’s efforts to obtain at least 50 percent of its electricity from renewable resources, aid in reducing the carbon intensity of transportation fuels, and displace fossil natural gas consumption. Biogas can be made into RNG that can be used in medium- and heavy-duty trucks in lieu of diesel fuel. • Employment. Implementation of the proposed regulation would result in the development of new and/or expanded organic waste recovery facilities. The development of these facilities would generate new jobs in California. • Health Benefits. According to the World Health Organization (WHO), SLCPs are GHGs that contribute to ambient levels of ozone and particulate matter less than or equal to 2.5 micrometers in diameter and are directly associated with heart and pulmonary disease, respiratory infections, and lung cancer (WHO 2019). WHO has noted that reducing GHG emissions might also provide health benefits, such as improved diets and more opportunities for safe travel and physical activity. The proposed regulation could also result in the reduced exposure of farmworkers to pesticides and fertilizers, the use of which can be reduced when compost is used in agricultural activities. • Benefits to California Businesses. CalRecycle expects businesses to benefit in numerous ways, including but not limited to: New job creation associated with organic materials collection and recycling. 44 Increased revenues from sales of products, including recycled-content paper, cardboard, compost, and renewable gas. For example, application of compost can help farmers improve soil health, reduce water use, and reduce use of pesticides and fertilizers, resulting in lower costs to produce higher yields of produce. Production of renewable gas can reduce reliance on foreign oil; one study estimates that existing organic waste could supply more than 15 percent of our current natural gas demand if converted to biogas (Southern California Gas Company 2016). Increased revenues from sales of equipment. Reduced landfill disposal collection costs. Fewer lost workdays and increased productivity due to health benefits (e.g., reduced incidence of asthma, reduced exposure of farmworkers to pesticides and fertilizers), which may also help businesses improve recruitment and retention of workers. • Increasing Soil Health. Adding compost to the California’s soils is seen as a critical piece of increasing soil health, as well as sequestering carbon. Healthy soil is usually defined by an increase in soil organic matter, which is lost during cultivation. One of the main benefits of adding compost (or digestate) to soils is an increase in organic matter. In addition, emerging work at UC Berkeley and UC Davis seeks to quantity the carbon sequestration benefits of adding compost (or digestate) to working lands. LOCATION AND CUSTODIAN OF THE RECORD The documents and other materials that constitute the record of proceedings on which these findings are based are located at 1001 I Street Sacramento, CA 95814. The custodian for these documents is the CalRecycle Legal Office. This information is provided in compliance with Public Resources Code § 21081.6(a)(2) and 14 CCR § 15091(e). City of Fresno Statement of Overriding Considerations Prepared pursuant to CEQA Guidelines 15096 and 15093 Pursuant to California Environmental Quality Act (CEQA) Guidelines Section 15096 a Responsible Agency may consider an EIR prepared by a Lead Agency for a project when the approval relates to a portion of the project assessed by the Lead Agency’s EIR. The City of Fresno is a Responsible Agency with respect to implementation of Short-lived Climate Pollutants (SLCP): Organic Waste Methane Emission Reduction regulations. While the Second Amendment to the to Commercial Solid Waste Franchise Agreements with Republic Waste Services and Mid-Valley Disposal. (“Amendments”) does not involve construction of any facilities, it does include a much broader reform of how communities recycle or reuse organic waste materials such as Green-waste and Food-waste, and report on compliance with these requirements. SB 1383 recognizes organic waste as materials that must be diverted from community landfills to reduce the production of methane gas. However, this amendment is not expected to lead to significant and unavoidable impacts on the environment. Nevertheless, the City of Fresno hereby adopts this additional Statement of Overriding Considerations, prepared pursuant to CEQA Guidelines Section 15093, pertinent to economic, legal, social, technological, or other benefits to approving the Amendment in light of the significant and unavoidable impacts identified in the SLCP EIR as a whole. As described in the EIR, organic wastes make up about 67 percent of the waste stream. Redirecting organic waste from landfills and into beneficial uses in accordance with the proposed regulation is expected to result in environmental, public health, and economic benefits. Each benefit set forth below constitutes an overriding consideration warranting approval of the project, independent of the other benefits, despite each and every unavoidable impact. 1. Reducing GHG Emissions. Removing organic waste from landfills prevents the creation of methane from the anaerobic breakdown of the material. This methane can work its way out of the landfill as fugitive emissions, and these emissions currently represent at least 21 percent of the state’s methane emissions annually. Achieving these waste reductions targets would reduce an increasing amount of GHG emissions, ultimately achieving annual reductions of at least 4 million metric tons of CO2 equivalents (MMTCO2e) annually by 2030. In addition, 1 year of waste reduction avoids 14 MMTCO2e of emissions over the lifetime of waste decomposition. Fresno General Plan Objective RC-5 states that the City will “take timely, necessary, and the most cost effective actions to achieve and maintain reductions in greenhouse gas emissions and all strategies that reduce the causes of climate change in order to limit and prevent the related potential detrimental effects upon public health and welfare of present and future residents of the Fresno community.” Implementation of these state mandated regulations furthers the purpose of this objective. SECOND AMENDMENT TO FRANCHISE AGREEMENT THIS SECOND AMENDMENT TO AGREEMENT (Amendment) made and entered into as of this _ day of ____ , 20_, amends the Franchise Agreement entered into between the CITY OF FRESNO, a municipal corporation (City), and Allied Waste Services of North America dba Republic Services of Fresno, a Delaware limited liability corporation (Contractor). This Amendment and its provisions shall be effective commencing on _____ , 20_, unless otherwise specified herein. RECITALS WHEREAS, City and Contractor entered into a Franchise Agreement, dated November 1, 2011 , for the collection of solid waste, recyclable materials, and organic materials generated by multi-family and commercial premises (Agreement); and WHEREAS, City and Contractor modified the Agreement by means of a First Amendment on October 26, 2018 (First Amendment), to allow Contractor to reflect certain unforeseeable changes in law and economic conditions and improve efficiencies in implementing the Agreement; and WHEREAS, City and Contractor now desire to modify the terms of the Agreement with this Amendment, in order to comply with the Short-Lived Climate Pollutants Bill of 2016 (SB 1383). AGREEMENT NOW, THEREFORE, in consideration of the above recitals, the mutual promises herein contained, and for other good and valuable consideration hereby acknowledged, the parties agree as follows: 1.The Definition of "Commercial Edible Food Generator" is added and shall read as follows: " "Commercial Edible Food Generator" means a Tier One or a Tier Two Commercial Edible Food Generator, as defined in this Agreement or as otherwise defined in 14 CCR Section 192(a)(73) and (a) (74)." 2.The Definition of "Edible Food" is added and shall read as follows: " "Edible Food" means food intended for human consumption, or as otherwise defined in 14 CCR Section 18982(a)(18). "Edible Food" is not Solid Waste if it is recovered and not discarded. Nothing in this Agreement or in 14 CCR, Division 7, Chapter 12 requires or authorizes the recovery of Edible Food that does not meet the food safety requirements of the California Retail Food Code." 3.The Definition of "Franchise Fee" shall be amended to read as follows: 1 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 Kevin Divincenzo 8/29/2023 Area President 8/29/2023 Clerk Attesting DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 Exhibit J -Maximum Customer Rates Allied Waste Adopted Customer Rates {Effective November 1, 2023) Sen·ice Level Assumed r7 LBS.ICY l..ELl (FJ Service Level Wkly. (C) Volume (II) Freq. Sizt: � Volume Factor � ---32 Gal 32 Gal 32 Gal 32 Gal 32 Gal 32 Gal 32 Gal 64 Gal 64 Gal 64 Gal 64 Gal 64 Gal 64 Gal 64 Gal 96 Gal 96 Gal 96 Gal 96 Gal 96 Gal 96 Gal 96 Gal 1 CY, I CY, I CY, I /wk 2 /wk 3 /wk 4 /wk 5 /wk 6 /wk 7 /wk I /wk 2 /wk 3 /wk 4 /wk 5 /wk 6 /wk 7 /wk I /wk 2 /wk 3 /wk 4 /wk 5 /wk 6 /wk 7 /wk I /wk 2 /wk 3 /wk 0.2 1.33 0.3 1.33 0.5 1.33 0.6 1.33 0.8 1.33 1.08 1.0 1.00 1.10 1.1 1.00 1.12 0.3 1.33 1.00 0.6 1.33 1.02 1.0 1.00 1.04 1.3 1.00 1.06 1.6 1.00 1.08 1.9 1.00 I.ID 2.2 1.00 1.12 0.5 1.33 l.00 1.0 l.00 1.02 1.4 1.00 1.04 1.9 1.00 1.06 2.4 1.00 l.08 2.9 1.00 1.10 3.3 0.98 1.12 1.00 1.00 2 1.00 1.02 J 0.9� 1.04 (I) E.stm. Number of Accounts Solid Waste Rales (Effective November I, 2023) Includes Fuel Factor (J) (A) Operating Cost Component (B) Processing Component (C) Disposal Component (D) Fee Component (E) Total (K) (L) Per Cubic-Yard Rate $31.11 $11.98 $10.77 $53.86 (1\1) Year I Operating Processing Disposal Fee Component Component Component Component [A• F'G' HJ [B' F 'G • H\ [C' F J [D' F'G •HJ $ 6.56 $ $ 1.90 $ 2.27 $ 13.37 $ $ 3.80 $ 4.63 $ 20.45 $ $ 5.69 $ 7.08 $ 27.80 $ $ 7.59 $ 9.62 $ 35.40 $ $ 9.49 $ 12.25 $ 32.53 $ $ 11.39 $ 11.26 $ 38.64 s $ 13.28 s 13.38 $ 13.11 $ $ 3.80 $ 4.54 $ 26.75 $ $ 7.59 $ 9.26 $ 30.76 $ $ 11.39 5 10.65 $ 4L.80 $ $ 15.18 $ 14.47 $ 53.23 $ $ 18 98 $ 18.43 $ 65.06 $ $ 22.77 $ 22.52 $ 77.29 $ $ 26.57 s 26.75 $ 19.67 $ $ 5.69 $ 6.81 $ 30.17 $ s 11.39 $ 10.44 $ 46.14 s $ 17.08 $ 15.97 62.70 $ $ 22.77 $ 21.70 79.85 $ $ 28.47 $ 27.64 97.59 $ $ 34.16 $ 33.78 113.61 $ s 39.85 $ 39,33 31.11 $ $ 11.98 $ 10.77 63.47 $ $ 23.96 $ 21.97 95.14 s $ 35.94 $ 32.93 Index Adj. 5.0% (N) Total [l"K+L+MJ $ 10.72 $ 21.80 $ 33.23 $ 45.01 $ 57.14 $ 55.18 :s b).30 $ 21.45 $ 43.60 $ 52.79 $ 71.45 $ 90.64 $ 110.36 s 130.61 $ 32.17 $ 51.99 $ 79.19 $ 107.17 $ 135.96 $ 165.54 s 192.79 $ 53.86 $ 109.40 $ 164.01 (0) Total Annual Revenue [l'N' 12] DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 Exhibit J • Maximum Customer Rates Allied Waste Adopted Customer Rates (Effective November 1, 2023) Service Level Assumed l7 LBS.ICY '---12.....J (F) Service Level Wkly {G) Volume Size � Volume Factor 32 Gal 32 Gal 32 Gal 32 Gal 32 Gal 32 Gal 32 Gal 64 Gal 64 Gal 64 Gal 64 Gal 64 Gal 64 Gal 64 Gal 96 Gal 96 Gal 96 Gal 96 Gal 96 Gal 96 Gal 96 Gal l CY,l CY.I CY, I /wk 2 /wk 3 /wk 4 /wk 5 /wk 6 /wk 7 /wk l /wk2 /wk 3 /wk 4 /wk 5 /wk 6 /wk 7 /wk I /wk 2 /wk 3 /wk 4 /wk 5 /wk 6 /wk 7 /wk I /wk 2 /wk 3 /wk 0.2 1.33 0.3 l.33 0.5 1.33 0.6 1.33 0.8 1.33 1.0 1.00 1.1 1.00 0.3 1.33 0.6 1.33 1.0 1.00 1.3 1.00 1.6 1.00 1.9 1.00 2.2 1.00 0.5 1.33 1.0 1.00 1.4 1.00 1.9 1.00 2.4 1.00 2.9 1.00 3.3 0.98 1.00 2 1.00 3 0.98 (Ill (I) Estm. Freq. Number of Factor Accounts 1.06 1.08 I.ID l.12 1.00 1.02 1.04 1.06 1.08 1.10 1.12 1.00 1.02 1.04 1.06 1.08 I.JO1.12 1.00 1.02 1.04 Rccydin Rates (EITccth-c November I, 202.)) Includes Fuel Factor (J) (A) Operating Cost Component (B) Processing Component (C) Disposal Component (D)Fee Component (E) Total (K) {L) Year I Operating Processing Disposal Component Component Component [A' F 'G" HJ [B' F 'G'H] [C' F J $ 3.28 $ 0.50 $ $ 6.69 $ 1.02 $ $ 10.23 $ 1.56 $ $ 13.90 $ 2.12 $ $ 17.70 $ 2.70 $ $ 16.27 $ 2.48 $ s 19.32 $ 2.95 $ $ 6.56 $ 1.00 $ $ IJ.37 $ 2.04 $ $ 15.38 s 2.35 $ $ 20.90 $ 3.19 $ $ 26.62 $ 4.07 $ $ 32.53 $ 4.97 $ $ 38.64 s 5.90 s $ 9.83 $ 1.50 $ $ 15.08 $ 2.30 $ $ 23.07 $ 3.52 $ $ 31.35 s 4.79 $ $ 39.93 $ 6.10 $ $ 48.80 $ 7.45 $ $ 56.Sl s 8.68 $ 15.56 $ 2.38 $ 31.74 $ 4.85 $ 47.57 $ 7.27 $ Per Cubic-Yard Rate $15.56 $2.38 $4.48 $22.41 (M) Fee Component [D' F'G' HJ $ 0.94 $ 1.93 $ 2.94 $ 4.00 $ 5.10 $ 4.68 $ 5.56 $ l.89 $ 3.85 $ 4.43 $ 6.02 $ 7.66 $ 9.37 $ 11.13 $ 2.83 $ 4.34 $ 6.64 $ 9.03 $ 11.50 $ 14.05 $ 16.36 $ 4.48 $ 9.14 $ 13.70 Index Adj. 5.0% (N) Total (J+K+L eM] $ 4.72 $ 9.63 $ 14.73 $ 20.02 $ 25 50 $ 23.43 $ 27.84 $ 9.44 $ 19.27 $ 22.16 $ 30.11 $ 38.35 $ 46.87 $ 55.67 $ 14.17 $ 21.73 $ 33.23 $ 45.16 $ 57.52 $ 70.30 s 81.84 $ 22.41 $ 45.72 $ 68.53 {0) Total Annual Revt:nue [I' N • 12 J DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 Exhibit J -Maximum Customer Rates Allied Waste Adopted Customer Rates (Effective November 1, 2023) Service Level Assumed r7 LBS.!CY'--1L_J (Fl (Cl (ff) Service Level Wkly. Volume Freq � � Volume Factor Factor ----------- 32 Gal I /wk 0.2 1.33 32 Gal 2 /wk 0.3 1.33 32 Gal 3 /wk 0.5 1.33 32 Gal 4 /wk 0.6 1.33 1.06 32 Gal 5 /wk 0.8 1.33 1.08 32 Gal 6 /wk 1.0 1.00 1.10 32 Gal 7 lwk 1.1 1.00 1.12 64 Gal I /wk 0.3 1.33 1.00 64 Gal 2 /wk 0.6 1.33 1.02 64 Gal 3 /wk 1.0 1.00 1.04 64 Gal 4 ll.l(k 1.3 1.00 1.06 64 Gal 5 /wk 1.6 1.00 1.08 64 Gal 6 /wk 1.9 1.00 1.10 64 Gal 7 /wk 2.2 1.00 1.12 96 Gal I /wk 0.5 1.33 1.00 96 Gal 2 /wk 1.0 1.00 1.02 96 Gal 3 /wk 1.4 1.00 1.04 96 G3I 4 /wk 1.9 1.00 1.06 96 Gal 5 /wk 2.4 1.00 1.08 96 Gal 6 /wk 2.9 1.00 1.10 96 Gal 7 /wk 3.3 0.98 1.12 1 CY, 1 /wk 1,00 1.00 I CY, 2 /wk 2 1.00 1.02 I CY, 3 /wk 3 0.98 1.04 1 CY, 4 /wk 4 0.98 1.06 Cll Eslm. Number of Accounts $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Organics Ralos (Effective November 1, 2023J Includes Fuel Factor (A) Operating Cost Component (Bl Processing Component (C) Disposal Component (Dl Fee Component (El Total (J) (Kl (L) Year I Operating Proct:ssing Disposal Component Component Component [A* F"' G .. Hl [B • F 'G 'HJ [C' F) 5.25 $ 1.01 $ 10.71 $ 2.06 $ 16.38 $ 3.15 $ 22.26 $ 4.28 $ 28.35 $ 5.45 s 26.06 $ 5.01 $ 30.95 s 5.95 $ 10.50 $ 2.02 $ 21.42 $ 4.12 $ 24.63 $ 4.74 $ 33.48 $ 6.44 $ 42.64 $ 8.20 $ 52.11 s 10.02 $ 61.90 $ 11.91 $ [5.75 $ 3.03 $ 24.16 $ 4,65 s 36.95 $ 7.11 $ 50.22 $ 9.66 $ 63.96 $ 12.30 $ 78.17 $ 15.03 $ 91.00 $ 17.50 $ 24.92 $ 4.79 $ 50.84 $ 9.78 $ 76.20 $ 14.65 $ 103.55 $ 19.92 $ Per Cubic-Yard Rate $24.92 $4 79 $7.43 $37.14 (Ml Fee Component [D' F'G'H) $ 1.57 $ 3.19 $ 4.88 $ 6.64 $ 8.45 $ 7.77 s 9.23 $ 3.13 $ 6.39 $ 7.34 $ 9,98 $ 12.71 $ 15.54 $ 18.46 $ 4.70 $ 7.20 $ I 1.02 $ 14.97 $ 19.07 $ 23.31 s 27.13 $ 7.43 $ 15.16 $ 22.72 $ 30 87 Index Adj. 5.0% (Nl Total [J ,K+L+M] $ s $ $ s s $ $ s $ $ s 5 $ s s $ s s $ s s s s (0) Tot31 Annual Revenue [l+N+ 12] DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 Exhibit J -Maximum Customer Rates Allied Waste Special Charges* Extra Pick-Ups (Carts) Solid Waste Recyclable Materials Green Waste Extra Pick-Ups (Bins/Roll-Off Boxes/Compactors) Solid Waste Recyclable Materials Green Waste Lock Service Enclosure Access Charge Push or Pull Charge Container Cleaning Weight Surcharge (solid waste containers exceeding 300lbs per cubic yard) Container Replacement (in addition to one per year at no additional cost) Contamination Fee -Bin Contamination Fee -Carts Adopted Customer Rates (Effective November 1, 2023) 95 GAL 65 GAL 32GAL $ 12.45 $ 12.45 $ 12.45 $ 31.09 $ 26.69 $ 28.64 $ 15.75 $ 18.93 $ 15.75 $ 78.79 $ 44.65 $ 11.04 $ $ 11.04 $ $ 11.04 $ /cubic yard/pick-up /cubic yard/pick-up /cubic yard/pick-up /lock/month /enclosure/month /25 feet/month /cleaning /ton ! $ 94.52 !!replacement $ 45.00 I occurrence $ 22.00 I occurrence 9.85 9.85 9.85 /ga llon/pick-up /gallon/pick-up /ga llon/pick-up DocuSign Envelope ID: F45DB2C7-747E-40EC-8C39-1F5FC53EF045 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 8/25/2023 President Joseph Kalpakoff 8/25/2023 Clerk Attesting DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 Exhibit J -Maximum Customer Rates Mid Valley Disposal Service Level Solid Waste Rates Effective November I, 2023) Per Assumed G Proposed Solid Waste Rates Cubic-Yard LBS.ICY Rate (A) Operating Cost Component S29.32 (B) Processing Component (C) Disposal Component SI 1.60 (D)Fee Component s10_23 (E) Total S_St.U (F) K) (L)M N Service Level Wkly. Estm. Volum Volume Freq. Number of Operating Processing Disposal Fee � �-e--� Factor Accounts Component Component Component Component Total )A' f'G • H) ID' F'G 'H I re• F 1 [D • F'G "HI !J+K+L+MI nGaJ 0.2 UJ 1.00 0 00 $6.18 lQJ!Q il.M � lULl1 32 Gal l wk 0.3 I 33 1.02 0 00 � jQJ!Q s.M! � lliM 32'Gal 3 o.s 133 1.84 0.00 $"1;9.27 $000 � � .ll!...ll 32-@al 4'/Wk 0.8 t.33 1.06 0 00 m..12 &M $7,35 � � 32 Gal /wk 0,8 L3 1.08 0 00 $33.36 jQ.22 W-2 ms � 32 Gal 6 , ... � 1.0 1.00 1.10 0 00 �jQ.QQ Sll.03 sto.10 $52.38 J2Gal 7 lwl. 1.1 1.00 1.12 0.00 m.¼J. a2.2 WJg 1ll..ll �- 64 Gll'I I fwk O.S I. 1.00 0.00 � ®.QQ WI � $10.34 64 Gal 2 0.6 I ;3 I 02, 0.00 S2S.20 iQ.QQ, E.ll ll.72 � 6i1 Gal 1.0 1.00 J,(14 0 00 m.21 l!!&Q SIL03 llQ.!.!_ � 64 Gal 4 � 1.3 1.00 1.l>6 0 00 $39.39 �$14.70 $13.7'.4 .m.n 64" Gal S./wk 1.8 1.00 1.()8 o_oo � ,.$Q&!! lliM � � 64 G:al 6 'wk 1.9 1.00 I 10 o.oo ,i§Ul 12.QQ_ � lliJ2 RQW, 64 Gal 7 2.2 t.oo 1.12 0 00 mJl $0-09, �25.73_ m.:u � 96 Gal lwk 0.5 i. ·a 1.00 0 00 mJ.1 �� � S30.SI 96 Gal 2/wk 1.0 1.00 1.02 o_oo RMI_ lQ,2Q RLl!1 .ru1. � 96Gal H� 1.4 1.00 1,04 0.00 $43.41 �$16 54 S:!.LI1 ru.H 96 Gal 4M 1.9 LOO ,.� 0 00 SS9.08 so.oo � $20,61 i!QL11 96 Gal S lwlc 2.4 1,00 1,08 0.00 � sooo mJ§. � fil2;Q§ 96 Gill 6 lwlc 2.9 1.00 I.JO 0 00 12lli �_m.Q! mm $151.13 3.3 0.00 06 000· Page 1 of 10 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 Mid Valley Disposal Service Level Assumed r:;;;-, LBS.ICY L.:..J (F) Service Level Wkly. Volum Volume Size � _c __ Factor 32 OaJ 1/wl. 0.2 1.33 32 Ga) 2/W,C 0.3 1.33 2 Gal 3 ,wk 0)5 1.3 32 Gal 4 /Wk 0.6 1.33 2-Gal s /wk 0,8 1.(13 32 (:ial 6 lwlc 1.0 32Gal 7 Im-. 1.1 64 Gal I twit 0.3 1.33 44G_al 1 fwk 0.6 3 64 OaJ 3 k 1.0 64,Gal lwic 1.3 64 Gal 5 lwk 1.6 64 Gal 6/wk 1.9 64 Gal 7 IWJ;. 2.2 %Gal I/wk 0.5 1.3 %Gal 2 1.0 Gal 3 14 96 Gal 4 /wj( 1.9 96 Gal s 2.4 96 681 6 2.9 .2! Gal 7 vk 3.3 0��8 Exhibit J -Maximum Customer Rates Recycle Rates Effective November I, 2023) Freq. Factor 1,00 1.02 1.04 1.06 1.08 1.10 I.I� LOO 1.112 1.04 I.Q6 1.08 IL 1.00 1.02 1,04 1.06 1.08 1.10 .!�rz I) Estm. Number of Accounts 0 00 0.00 0.00 0 00 0 00 0.00 0 00 0.00 0.00 0 00 0 00 0.00 0 00 0 00 0 00 0.00 0.00 000 0.00 0.00 0 00 Proposed Solid Waste Rates (A)Operating Cost Component (B) Processing Component (C) Disposal Component (D) Fee Component (E) Total J (K L Operating Processing Disposal Component Component Component [A• F"G'HI 18" F"G"HI IC' FI H.!!i. $0:-63: SMQ �s1.29 � ill,§1 St.97 so.oo 11.Ml! �SQM $21.75 llill � S.L9.99 $3-14 $0.00 Rill n.1l � � SL26 .$2.22. $16.44 �$0.00 llt2Q �� $2-S.69 �ru!Q illJ1 all $0.00 � $6,27 :$0.00 � ij,.U so.q_o fil.ill! 1!..fil!SQ.Q!1 W2 s·wn � � 11&$0,00 lli.ll $6.05 � � �,$Q.2:9_ 559;97 i!il 1!t2!! Page 4 of 10 Per Cubic-Yard Rate $19.12 $3,00 I $5.53 $21.65 M Fee Component ID• F'G'HI S!J.1 � � � � SS,18 W2 llJ1 all � 12.il 12M � $)3.74 � � $8.20 .!!.!.J!.. .S:!.!.12 SJ7.3S N Total (J+K+L+MI .ru1 £1.1.J!. m.J.! � � -$28:91 � l!..LM llLl1, mJ1 V1.li mil � 6lt $17.48 $26.81 S4U)0 $SS.72 � 1M..ll DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 Mid Valley Disposal Sc.rvicc Level Assumed� LBS.ICY L::'...J Service Level Wkly. Volum Volume � � _e __ Factor 3'.? Gal I /wlc; 0.2 I 3 3il Gal ZM 0.3 1..ll 32 Gal � 0.5 I. 3 32 G!i1 4 0.8 3 32 Gal s {wk 0.8 3 32 Gnl 6 fwlt 1.0 32�1 7 1.1 64 Gal 0.3 1� 64 Gal llw!Q 0.6 64 Gal ) 1.0 64� ◄ 1.3 64 Gal 5/wl,; 1.6 64 Gal 6 1.9 64 Gj'l 7� 2.2 966al 1 ll"lc o.s 1.33 96 Gal 2/wk 1.0 %Gal 3/wk 1.4 %Gal 4/wj( 1.9 'I Qil /wit 2.4 96 Gal 16 lwk 2.9 .2.6_93! 7 /wk. 3.3 0.98 Exhibit J -Maximum Customer Rates Ori?anic Wostellates Effective_ November I, 2023) Freq Factor 1.00 1.02 1.04 •-� I 08 1.10 1.12 1.00 ,1.02 1.04 1.0,6 1.0_8 l.l0 '-Ll 1.00 I 0'2 1.04 1.()6 1,08 1.10 1.12 Esun. Number of Accounts 0 00 0.00 0.00 0 00 000 0.00 0.00 0 00 0 00 0.00 0.00 0.00 0 00 0 00 0 00 0.00 0,00 0.00 0,00 o.oo 0,00 Proposed Solid Waste Rates (A) Operating Cost Component (B) Processing Component (C) Disposal Component (D) Fee Component (E) Total Operating Processing Disposal Component Componem Component )A' F'G'H) ID. f•G 'HI JC• F) � Rfil $0.00 tllli � S0.00 llM:1 � lQ,00 lli.1i � WQ m.2:2 $10,83 1.M2. $24.7.!! 59.9:S Ill.QQ � 1IUl � $9.96 .S4.fil $0.00 � WJ so.oo mJ! $9,41 �· lli22 lli.12 _$Q;2g £!QM il;2J-2 §2,QQ � lli.2.1 SMO WW 6 lM!! S14.94 � � run � illl2. S�S.0:6 lli....11 SQ,®. $47.64 fil!l � � ruM-.SQ.QQ. � � $0.00 Page 7 of 10 I I Per Cubic-Yard Rate $23.64 S9.52 SS.29 .$41,4'.5 �I} Fee Component [D' F'G'H) SUS � � 17.M rl& S8,67 £lQJ2 � ..$7.13. a.12 .IlJ..H SllU8 .ll.2J!!._ � SS.24 $8.04 mJ2. � m..J[ --$26 00 Total )J+K+L+M) ss,n .tl1J2 � mm: � $43,34 m!! $17 41 � � SSS,68 i?M1 lliM � iM1l2 � WM IM ,llMJ1 $13001 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 DocuSign Envelope ID: E521E393-DD9E-4FC8-BF2D-2B9A5DB46DA8 City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1153 Agenda Date:9/14/2023 Agenda #: 3.-B. REPORT TO THE CITY COUNCIL FROM:GEORGEANNE A. WHITE, City Manager Office of Mayor & City Manager BY:ALMA G. TORRES, Deputy City Manager Office of the Mayor & City Manager SUBJECT Actions pertaining to the creation of the Animal Center Department within the City of Fresno 1. ***RESOLUTON - Creating the Animal Center Department within the City of Fresno (Subject to Mayor's Veto) 2. ***RESOLUTION - Adopting the 8th Amendment to the Annual Appropriations Resolution (AAR) No. 2023-185 reclassifying $6,741,400 from the General City Purpose Department to the new Animal Center Department (Requires 5 Affirmative Votes) (Subject to Mayor's Veto) 3. ***RESOLUTION - Adopt the Second Amendment to the Position Authorization Resolution (PAR) No. 2023-184 adding 75 positions and transferring 2 positions from the General City Purpose Department to the Animal Center Department (Subject to Mayor's Veto) 4. ***RESOLUTION - Adopt the Third Amendment to the FY 2024 Salary Resolution No. 2023- 183, amending Exhibit 3, Unit 3, Non-Supervisory White Collar (FCEA), by adding the new classification of Animal Resource Officer I, Animal Resource Officer II and Senior Animal Resource Officer and providing a monthly salary step plan range. (Subject to Mayor's Veto). City of Fresno Printed on 9/18/2023Page 1 of 1 powered by Legistar™ 9/14/2023 TM/GB 6-0 MA ABSENT R. 2023-250, R. 2023-251 R. 2023-252, R. 2023-253 REPORT TO THE CITY COUNCIL FROM: GEORGEANNE A. WHITE, City Manager Office of the Mayor & City Manager ALMA G. TORRES, Deputy City Manager Office of the Mayor & City Manager SUBJECT ..Title Actions pertaining to the creation of the Animal Center Department within the City of Fresno 1. 2. 3. 4. ***RESOLUTION – Creating the Animal Center Department within the City of Fresno (Subject to Mayor’s Veto) ***RESOLUTION - Adopting the 8th Amendment to the Annual Appropriations Resolution (AAR) No. 2023-185 reclassifying $6,741,400 from the General City Purpose Department to the new Animal Center Department (Requires 5 Affirmative Votes) (Subject to Mayor's Veto) ***RESOLUTION - Adopt the Second Amendment to the Position Authorization Resolution (PAR) No. 2023-184 adding 75 positions and transferring 2 positions from the General City Purpose Department to the Animal Center Department (Subject to Mayor's Veto) ***RESOLUTION – Adopt the Third Amendment to the FY 2024 Salary Resolution No. 2023-183, amending Exhibit 3, Unit 3, Non-Supervisory White Collar (FCEA), by adding the new classification of Animal Resource Officer I, Animal Resource Officer II and Senior Animal Resource Officer and providing a monthly salary step plan range. (Subject to Mayor's Veto). ..Body RECOMMENDATION It is recommended that Council approve the actions pertaining to the creation of the Animal Center Department within the City of Fresno to begin the transition of the animal control functions from Fresno Humane Animal Services to internal City operations. EXECUTIVE SUMMARY In May of 2022 the City Council approved a 14-month agreement with Fresno Humane Animal Services (FHAS) to provide state mandated animal control through June 30, 2023. On April 26, 2023, the City received a Formal Notice of Intention Not to Extend Animal Control Services from FHAS. On June 29th, 2023, Council approved the Third Amendment to the Services Agreement extending the contract until November 30, 2023. Adopting the 8th Amendment to Annual Appropriations Resolution will reclassify $6,741,400 established in the FY 2024 Adopted Budget in the General City Purpose Department for animal control related services. Adopting the Second Amendment to the Position Authorization Resolution will add 75 new positions and transfer 2 existing positions from the General City Purpose Department for a total of 77 positions. Adopting the Third Amendment to the Salary Resolution will create the Animal Resource Officer I, Animal Resource Officer II, and Senior Animal Resource Officer classifications. BACKGROUND 1. Creating the Animal Center Department within the City of Fresno In May of 2022 the City Council approved a 14-month agreement with Fresno Humane Animal Services (FHAS) to provide state mandated animal control such as Licensing of dogs, vaccination requirements, animals at large, reporting of dog bites, and recordkeeping, as required by, and in accordance with the laws, regulations, ordinances and codes of the State of California and the City of Fresno. On April 26, 2023, the City received a Formal Notice of Intention Not to Extend Animal Control Services from FHAS. On June 29, 2023, Council approved the Third Amendment to the Service Agreement extending animal control services with Fresno Humane for a 5-month period and allowing additional time for the transition of the operation to the City of Fresno. The creation of the new Animal Center Department is critical to deliver the state mandated animal control services. The staff will be focused on adhering to the safety of the public including providing no to low-cost vaccine clinics, addressing animals at large and providing resources to residents that will aid in keeping pets in their homes including low-cost spay and neuter services. 2. Adopting the 8th Amendment to the Annual Appropriations Resolution (AAR) No. 2023-185 In the FY 2024 Adopted Budget, Council approved an allocation of $6,741,400 for animal control services in the General City Purpose Departments’ General Fund. This amendment would reclassify the appropriations from the General City Purpose Department to the new Animal Center Department effective July 2, 2023. The effective date of this action will allow for proper classification of all financial transactions that have occurred since the beginning of Fiscal Year 2023. This action will not generate an impact to the General Fund. 3. Adopt the 2nd Amendment to the FY 2024 Position Authorization Resolution (PAR) No. 2023-184 The creation of the new Animal Center Department will include the transfer of 2 existing total positions from the General City Purpose Department and the addition of 75 new positions for a total of 77 positions allocated to the newly created Animal Center Department as reflected in the attached Second Amendment to the FY 2024 Position Authorization Resolution, effective September 11, 2023. During the next few months, in establishing these existing and newly created 77 positions, meet and confer obligations shall be completed in compliance with City procedure and law. Amending the PAR will allocate these positions to the Animal Center Department and allow for developing the organizational structure, the job classifications and respective salary ranges to continue providing mandated animal control services. The Department will be comprised of four divisions - Administration, Animal Care Operations Division, Community Engagement Division and Veterinary Services Division. Each Division is critical for the successful delivery of services to City of Fresno residents and will operate as follows. Administration Division – The Administration Division will be tasked with the day-to-day administrative functions that include, budget, finance, personnel management, policy and procedure development, safety and risk management, licensing, purchasing and procurement, volunteer recruitments, data analytics and transparency reporting, and grant funding opportunities. Animal Care Operations Division – The animal center under the advisement of the UC Davis Koret Shelter Medicine program will adhere to the highest level of care for the animals in its kennels. This Division will provide intake health assessment and vaccination to ensure the health of the animal entering the center and the protection of animals in the kennels by mitigation of contagious diseases. The staff assigned to the Animal Care Operations Division will conducts daily deep cleaning of kennels, continuous removal of animal waste during the day, feeding, visual assessments and appropriate behavior and enrichment including time in play yards to ensure the mental and behavioral well-being of the animals. Staff are also responsible for the appropriate handling of animals when participating in a meet and greet, and in matching clients to the right animal. Community Engagement Division – The success of the animal center will be highly dependent on the ability to inform and engage the community in the programs and services offered at the center. Currently, adoption is a tool that is utilized to decrease the number of animals in the facility, however, to address the root issues in the community pertaining to pet overpopulation, staff in this Division will work to provide resources and information that help keep pets in their homes and allow for pet reunification. Staff in this Division will be the first point of contact through outreach with the purpose of increasing life-saving outcomes via adoptions, fostering, rescue transfer programs and transport. Veterinary Services Division – The shortage of Veterinary staff has proven to be one of the biggest challenges in delivering services to the Community, including participation in Trap-Neuter/Spay-Return (TNR) for community cats. Veterinary staff will be focused on the physical well-being of the animals in the center and help accelerate the mandatory sterilization prior to adoption in addition to increasing the ability to deliver low-cost high- quality, high-volume sterilization for the community. 5. Adopt the Third Amendment to the FY 2024 Salary Resolution No. 2023-183 Amending Exhibit 3, Unit 3, Non-Supervisory White Collar (FCEA) to add the new classifications and respective salary step plan range of Animal Resource Officer I ($3,616 - $4,332); Animal Resource Officer II ($3,956 - $4,751); and Senior Animal Resource Officer ($4,304 - $5,170), effective September 11, 2023. During the next few months, staff will continue to return to Council to recommend the addition of new Animal Center focused job classifications, positions, and respective salary ranges to the FY 2024 Salary Resolution consistent with providing notice to the respective bargaining units for meet and confer obligations, to approve service and material contracts and agreements, to accept grant funds, to update the Master Fee Schedule, and subsequently to update the Municipal Code to align with best practices in Animal control and welfare. ENVIRONMENTAL FINDINGS By the definition provided in the California Environmental Quality Act Guidelines Section 15378 this item does not qualify as a "project" and is therefore exempt from the California Environmental Quality Act requirements. LOCAL PREFERENCE Local preference is not implicated because this item does not involve public contracting or bidding with the City of Fresno. FISCAL IMPACT Creating the new Animal Center Department and adopting the 8th amendment to the AAR will reclassify $6,741,400 established in the FY 2024 Adopted Budget from the General City Purpose Department to the new Animal Center Department. Attachments: Resolution: Creating the Animal Center Department Resolution: 8th Amendment to Annual Appropriations Resolution No. 2023-185 Resolution: Second Amendment to the Position Authorization Resolution No. 2023-184 Resolution: Third Amendment to FY24 Salary Resolution No. 2023-183 Salary Tables: Third Amendment to FY24 Salary Resolution No. 2023-183 - Redline Salary Tables: Third Amendment to the FY24 Salary Resolutions No. 2023-183 - Final RESOLUTION NO. ____ _ A RESOLUTION OF THE COUNCIL OF THE CITY OF FRESNO, CALIFORNIA, CREATING THE ANIMAL SERVICES DEPARTMENT WHEREAS, the City of Fresno (City) is required to provide animal control services, including but not limited to licensing of dogs, vaccination requirements, animals at large, reporting dog bites; and WHEREAS, in May 2022, the City Council approved a 14-month agreement with Fresno Humane Animal Services (FHAS) to provide animal control services for the City; and WHEREAS, in June 2023, the City Council approved a 5-month extension to the agreement with Fresno Humane which is set to expire on November 30, 2023; and WHEREAS, before the expiration of the agreement with FHAS, the City shall create the Animal Services Department to provide animal control services with its own personnel; and WHEREAS, the creation of the Animal Services Department is the first step which will allow staff to create new positions, begin procurement processes and transition from the use of FHAS to City personnel; and WHEREAS, Charter Section 801 provides: "The Council shall provide by resolution not inconsistent with this Charter for the creation of departments, divisions, offices and agencies, and for their consolidation, alteration, or abolition." NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Fresno as follows: 1.Consistent with Charter Section 801, the Animal Services Department is Date Adopted: Date Approved: Effective Date: JZ/ City Attorney Approval: � 1 of 3 Resolution No. Date Adopted: 1 of 4 Date Approved: Effective Date: Resolution No. RESOLUTION NO. ___________ A RESOLUTION OF THE COUNCIL OF THE CITY OF FRESNO ADOPTING THE 8th AMENDMENT TO THE ANNUAL APPROPRIATION RESOLUTION NO. 2023-185 RECLASSIFYING $6,741,400 FROM THE GENERAL CITY PURPOSE DEPARTMENT TO THE NEW ANIMAL CENTER DEPARTMENT BE IT RESOLVED BY THE COUNCIL OF THE CITY OF FRESNO: THAT PART III of the Annual Appropriation Resolution No. 2023-185 be and is hereby amended as follows: Increase/(Decrease) TO: GENERAL CITY PURPOSE DEPARTMENT General Fund $ (6,741,400) TO: ANIMAL CENTER DEPARTMENT General Fund $ 6,741,400 THAT account titles and numbers requiring adjustment by this Resolution are as follows: General Fund Appropriations: Account String: 1000-1001-1120-062-651101-11-1-0000-0000- $ (129,700) 1000-1001-1120-062-651102-11-1-0000-0000- (2,100) 1000-1001-1120-062-651103-11-1-0000-0000- (200) 1000-1001-1120-062-651104-11-1-0000-0000- (24,000) 1000-1001-1120-062-651105-11-1-0000-0000- (1,000) 1000-1001-1120-062-651107-11-1-0000-0000- (16,300) 1000-1001-1120-062-651109-11-1-0000-0000- (2,600) 1000-1001-1120-062-652901-11-1-0000-0000- (7,200) 1000-1001-1120-062-653303-11-1-0000-0000- (30,000) 1000-1001-1120-062-653402-11-1-0000-0000- (6,125,800) 1000-1001-1120-062-654101-11-1-0000-0000- (254,800) 1000-1001-1120-062-654241-11-1-0000-0000- (1,500) 1000-1001-1120-062-655501-11-1-0000-0000- (1,000) 1000-1001-1120-062-656112-11-1-0000-0000- (25,000) 1000-1001-1120-062-658004-11-1-0000-0000- (16,000) 1000-1001-1120-062-859325-11-1-0000-0000- (9,500) 1000-1001-1120-062-859334-11-1-0000-0000- (35,300) 1000-1001-1120-062-859335-11-1-0000-0000- (36,600) 1000-1001-1120-062-859337-11-1-0000-0000- (10,100) 2 of 4 Increase/(Decrease) Appropriations (continue): Account String: 1000-1001-1120-062-859338-11-1-0000-0000- (12,700) Total Appropriations $ (6,741,400) Appropriations: Account String: 1000-1001-2301-101-651101-23-1-0000-0000- $ 620,600 1000-1001-2301-101-651102-23-1-0000-0000- 9,800 1000-1001-2301-101-651103-23-1-0000-0000- 100 1000-1001-2301-101-651104-23-1-0000-0000- 90,800 1000-1001-2301-101-651105-23-1-0000-0000- 3,600 1000-1001-2301-101-651107-23-1-0000-0000- 82,500 1000-1001-2301-101-651109-23-1-0000-0000- 1,300 1000-1001-2301-101-652901-23-1-0000-0000- 8,900 1000-1001-2301-101-653303-23-1-0000-0000- 50,000 1000-1001-2301-101-653402-23-1-0000-0000- 1,100,000 1000-1001-2301-101-654101-23-1-0000-0000- 200,000 1000-1001-2301-101-655803-23-1-0000-0000- 10,000 1000-1001-2301-101-655804-23-1-0000-0000- 5,000 1000-1001-2301-101-656107-23-1-0000-0000- 10,000 1000-1001-2301-101-656110-23-1-0000-0000- 50,000 1000-1001-2301-101-859333-23-1-0000-0000- 10,000 1000-1001-2301-101-859337-23-1-0000-0000- 10,100 1000-1001-2301-101-859338-23-1-0000-0000- 12,700 Total Appropriations $ 2,275,400 Appropriations: Account String: 1000-1001-2302-102-651101-23-1-0000-0000- $ 1,280,800 1000-1001-2302-102-651102-23-1-0000-0000- 20,000 1000-1001-2302-102-651104-23-1-0000-0000- 341,500 1000-1001-2302-102-651105-23-1-0000-0000- 2,000 1000-1001-2302-102-651107-23-1-0000-0000- 169,000 1000-1001-2302-102-651301-23-1-0000-0000- 25,000 1000-1001-2302-102-651401-23-1-0000-0000- 5,000 1000-1001-2302-102-653401-23-1-0000-0000- 50,000 1000-1001-2302-102-654241-23-1-0000-0000- 5,000 1000-1001-2302-102-654301-23-1-0000-0000- 70,000 1000-1001-2302-102-656101-23-1-0000-0000- 25,000 1000-1001-2302-102-656111-23-1-0000-0000- 25,000 1000-1001-2302-102-656112-23-1-0000-0000- 50,000 1000-1001-2302-102-656117-23-1-0000-0000- 50,000 1000-1001-2302-102-656122-23-1-0000-0000- 25,000 Total Appropriations $ 2,143,300 3 of 4 Increase/(Decrease) Appropriations: Account String: 1000-1001-2303-103-651101-23-1-0000-0000- $ 882,700 1000-1001-2303-103-651102-23-1-0000-0000- 13,900 1000-1001-2303-103-651103-23-1-0000-0000- 100 1000-1001-2303-103-651104-23-1-0000-0000- 204,600 1000-1001-2303-103-651105-23-1-0000-0000- 3,100 1000-1001-2303-103-651107-23-1-0000-0000- 105,300 1000-1001-2303-103-651109-23-1-0000-0000- 1,300 1000-1001-2303-103-652901-23-1-0000-0000- 3,600 1000-1001-2303-103-651301-23-1-0000-0000- 25,000 1000-1001-2303-103-651401-23-1-0000-0000- 5,000 1000-1001-2303-103-653401-23-1-0000-0000- 10,000 1000-1001-2303-103-656101-23-1-0000-0000- 15,000 1000-1001-2303-103-656111-23-1-0000-0000- 15,000 1000-1001-2303-103-656112-23-1-0000-0000- 21,800 1000-1001-2303-103-656117-23-1-0000-0000- 20,000 1000-1001-2303-103-859325-23-1-0000-0000- 9,500 1000-1001-2303-103-859334-23-1-0000-0000- 35,300 1000-1001-2303-103-859335-23-1-0000-0000- 36,600 Total Appropriations $ 1,407,800 Appropriations: Account String: 1000-1001-2304-104-651101-23-1-0000-0000- $ 304,400 1000-1001-2304-104-651102-23-1-0000-0000- 4,700 1000-1001-2304-104-651104-23-1-0000-0000- 43,800 1000-1001-2304-104-651105-23-1-0000-0000- 1,700 1000-1001-2304-104-651107-23-1-0000-0000- 40,700 1000-1001-2304-104-652901-23-1-0000-0000- 2,600 1000-1001-2304-104-653304-23-1-0000-0000- 200,000 1000-1001-2304-104-653401-23-1-0000-0000- 5,000 1000-1001-2304-104-653402-23-1-0000-0000- 50,000 1000-1001-2304-104-656101-23-1-0000-0000- 10,000 1000-1001-2304-104-656114-23-1-0000-0000- 2,000 1000-1001-2304-104-656122-23-1-0000-0000- 250,000 Total Appropriations $ 914,900 THAT the purpose is to reclassify $6,741,400 from the General City Purpose Department to the new Animal Center Department. 4 of 4 CLERK’S CERTIFICATION 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, California, at a regular meeting thereof, held on the Day of , 2023 AYES: NOES: ABSENT: ABSTAIN: Mayor Approval: , 2023 Mayor Approval/No Return: , 2023 Mayor Veto: , 2023 Council Override Veto: , 2023 TODD STERMER, CMC City Clerk BY: ____________________________ Deputy Part VI. Section 28.1 of Resolution No. 2023-184 is hereby added to read: ANIMAL CENTER DEPARTMENT Section 28.1 Administration Division; Animal Care Operations Division; Community Engagement Division; and, Veterinary Services Division Number of Positions Full-Time Months Authorized Authorized Equivalent Oct-June 3 2.40 SECTION 2. Upon final legislative approval, this Resolution shall become effective September 14, 2023. 2 of 3 City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1325 Agenda Date:9/14/2023 Agenda #: 5.-A. CLOSED SESSION ITEM SUBJECT CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION Government Code Section 54956.9, subdivision (d)(1) HAVEN #20, LLC v. City of Fresno; Fresno Superior Court Case No.: 22CECG00238 City of Fresno Printed on 9/18/2023Page 1 of 1 powered by Legistar™ 9/14/2023 DISCUSSED NO REPORTS OF ACTION City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1341 Agenda Date:9/14/2023 Agenda #: 5.-B. CLOSED SESSION ITEM SUBJECT CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION Government Code Section 54956.9, subdivision (d)(1) City of Fresno v. Pinedale County Water District;Kings County Superior Court Case No.: 18C-0051 City of Fresno Printed on 9/18/2023Page 1 of 1 powered by Legistar™ 9/14/2023 DISCUSSED NO REPORTS OF ACTION City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-1340 Agenda Date:9/14/2023 Agenda #: 5.-C. CLOSED SESSION ITEM SUBJECT CONFERENCE WITH LEGAL COUNSEL - ANTICIPATED LITIGATION Government Code Section 54956.9, subdivision (d)(4): 1 potential case City of Fresno Printed on 9/18/2023Page 1 of 1 powered by Legistar™ 9/14/2023 DISCUSSED NO REPORTS OF ACTION