HomeMy WebLinkAboutItem 21 - Flow Control Valve Maintenance, Rehabilitation, and Replacement at City Water21. Agreement with Griswold Industries, dba Cla-Val, for Flow Control Valve
Maintenance, Rehabilitation, and Replacement Services at City Water Facilities
(Non -General Fund)
Department(s):
Recommended Action: Authorize the City Manager to execute an agreement with
Griswold Industries, dba Cla-Val, to provide flow control valve maintenance,
rehabilitation, and replacement services for City water facilities, for a total amount
not to exceed $1,250,000, for a three-year term beginning August 6, 2024 and
expiring August 5, 2027, with a provision for one, two-year extension (Agreement
No. A-2024-XXX).
Public Works Agency
www.santa-ana.org/public-works
Item # 21
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
August 6, 2024
TOPIC: Flow Control Valve Maintenance, Rehabilitation, and Replacement at City Water
Facilities
AGENDA TITLE
Agreement with Griswold Industries, dba Cla-Val, for Flow Control Valve Maintenance,
Rehabilitation, and Replacement Services at City Water Facilities (Non -General Fund)
RECOMMENDED ACTION
Authorize the City Manager to execute an agreement with Griswold Industries, dba Cla-
Val, to provide flow control valve maintenance, rehabilitation, and replacement services
for City water facilities, for a total amount not to exceed $1,250,000, for a three-year
term beginning August 6, 2024 and expiring August 5, 2027, with a provision for one,
two-year extension (Agreement No. A-2024-XXX).
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
The Public Works Agency's Water Resources Division (PWA) oversees the daily
operations and maintenance of the City's water and sanitary sewer systems. The City's
water production system consists of 21 wells, four pressure control stations, seven
Metropolitan Water District connections, seven water booster stations, ten reservoirs,
and two sanitary sewer lift stations. Over 120 flow control valves are located throughout
the City at water system facilities, such as wells and pump stations, to effectively control
of the introduction of water in to the distribution system and sustain desired pressures.
As with other water system assets, flow control valves must be regularly maintained,
and periodically rehabilitated or replaced, in order for the water system to function
correctly. Due to the complex characteristics of flow control valves, it is ideal to have
manufacturer -certified technicians perform inspection, maintenance, rehabilitation, and
replacement services.
On April 11, 2024, PWA released Request for Proposals (RFP) No. 24-050 (Exhibit 1)
for qualified firms to provide preventative maintenance, rehabilitation, and replacement
services for the City's water pressure reducing and pressure sustaining valves. The
RFP was advertised on the City's online bid management and publication system,
PlanetBids, with proposals due on May 2, 2024. System records indicate a total of 264
Flow Control Valve Maintenance and
August 6, 2024
Page 2
Rehabilitation at City Water Facilities
vendors were notified, with 15 downloading the bidding documents, and one proposal
was received.
Staff recommends awarding an agreement to Griswold Industries, dba Cla-Val, to
provide flow control valve maintenance, rehabilitation, and replacement services for the
City's water pressure reducing and pressure sustaining valves (Exhibit 2). Cla-Vat's
work experience and proposal demonstrate that the firm has the necessary technical
capacity and expertise to complete the required services outlined in the RFP. The firm's
rates are reasonable and within industry standard and the proposal was determined to
provide the best value for the City.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
Funding is available in the current FY 2024-25 budget and future fiscal year funding will
be included in the proposed budgets for City Council consideration.
Fiscal Year
Accounting
Fund
Accounting Unit,
Unit -
Description
Account Description
Amount
Account #
Contract (3-Year Term)
06017640-
Water
Water Production &
$250,000
2024-25
62300
Supply, Contract
Services -
Professional
06017640-
Water
Water Production &
$250,000
2025-26
62300
Supply, Contract Services
- Professional
06017640-
Water
Water Production &
$250,000
2026-27
62300
Supply, Contract Services
- Professional
Optional One -Year Extensions
06017640-
Water
Water Production &
$250,000
2027-28
62300
Supply, Contract Services
- Professional
06017640-
Water
Water Production &
$250,000
2028-29
62300
Supply, Contract Services
- Professional
TOTAL
$1,250,000
Flow Control Valve Maintenance and Rehabilitation at City Water Facilities
August 6, 2024
Page 3
EXHIBIT(S)
1. RFP 24-050
2. Agreement with Griswold Industries, dba Cla-Val
Submitted By: Nabil Saba, Executive Director of Public Works
Approved By: Alvaro Nunez, Acting City Manager
REQUEST FOR PROPOSALS (RFP)
FOR
FLOW CONTROL VALVE MAINTENANCE AND REHABILITATION
PROGRAM
RFP NO,: 24-050
CITY OF SANTA ANA
PUBLIC WORKS AGENCY
220 S. Daisy Avenue, Bldg A
Santa Ana, CA 92703
James Burk
Project Manager
(714) 647-3315 Office
jburk@santa-ana.org
Approved for Release:
KA G a
W7 Nabi! Saba, P.E.
Executive Director
Public Works Agency
KEY RFP DATES Subject to change at discretion of City):
Issue Date:
Deadline for Requests for Information
Proposal Due Date:
Projected Award Date (anticipated):
Thursday, April 11, 2024
Thursday, April 25, 2024 at 4:00 P.M.
Thursday, May 2, 2024 at 4:00 P.M.
Thursday, June 11, 2024
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 1
NOTICE INVITING PROPOSALS
NOTICE IS HEREBY GIVEN that proposals will be received from qualified firms for Flow Control Valve
Maintenance and Rehabilitation Program.
Responses to this Request for Proposals (RFP) will be accepted until Thursday, May 2, 2024 at
4:00 P.M.
Responses to this Request for Proposals (RFP) must be submitted electronically to the PlanetBids
system. It is the responsibility of the proposer to ensure that any proposals submitted have been
uploaded to PlanetBids prior to this proposal due date and time.
All notifications, updates and addenda will be posted online on PlanetBids at
https://www.planetbids.com/portal/portal.cfm?CompanylD=20137 and on the City's RFP Bid page at
www.santa-ana.org/bids-rfps. Proposers shall be responsible for monitoring PlanetBids and the City's
RFP Bid page to obtain information regarding this solicitation. Failure to respond to required updates
may result in a determination of a nonresponsive proposal.
LETTER OF INTENT: As a courtesy to the City, all interested firms are encouraged to submit a Letter
of Intent of their pending proposal to the noted Project Manager by the required date as shown on the
cover page of this RFP. Letters shall be sent via certified mail or email. A decision, by an interested
firm, not to submit a Letter of Intent would not lead to the disqualification of the firm.
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 2
TABLE OF CONTENTS
GENERAL......................................................................................................... ERROR! BOOKMARK NOT DEFINED.
A.
NATURE OF WORK: ..........................................................................................................................................
5
B.
SUBMITTAL OF PROPOSAL: ...........................................................................................................................
5
C.
PROPOSAL EVALUATION AND RATING:
..................................................................................................... 5
D.
PROJECT FUNDING: .........................................................................................................................................
5
E.
TERM OF CONTRACT AGREEMENT: ...........................................................................................................
5
PROPOSAL TERMS AND CONDITIONS.....................................................................................................................6
A.
EXAMINATION....................................................................................................................................................6
B.
EXECUTION OF AGREEMENT........................................................................................................................6
C.
PROPOSAL VALIDITY.......................................................................................................................................6
D.
PRE -CONTRACTUAL EXPENSES..................................................................................................................6
E.
JOINT OFFERS/SUBCONSULTANTS............................................................................................................6
F.
SAFETY PROGRAM REQUIREMENTS.........................................................................................................6
INSTRUCTIONSTO PROPOSERS...............................................................................................................................7
A.
CITY RESPONSIBILITIES.................................................................................................................................7
B.
PROPOSER RESPONSIBILITIES....................................................................................................................7
C.
REQUEST FOR INFORMATION OR CLARIFICATION................................................................................8
D.
ADDENDA............................................................................................................................................................8
E.
LICENSES & PERMITS.....................................................................................................................................8
F.
INSURANCE........................................................................................................................................................8
G.
PAYMENT INFORMATION PACKET..............................................................................................................8
H.
PRE -PROPOSAL MEETING.............................................................................................................................8
I.
CITY RIGHT TO REJECT..................................................................................................................................9
J.
PROTESTS..........................................................................................................................................................9
III. SUBMITTAL REQUIREMENTS......................................................................................................................................9
A. GENERAL.............................................................................................................................................................9
1. DEADLINE.............................................................................................................................................9
B. PROPOSAL CONTENTS...................................................................................................................................9
1. STATEMENT OF QUALIFICATIONS................................................................................................9
2. SCOPE OF SERVICES......................................................................................................................11
3. FEE PROPOSAL.................................................................................................................................11
4. CERTIFICATIONS..............................................................................................................................11
IV. PROPOSAL REVIEW (CONSULTANT/CONTRACTOR SELECTION).................................................................11
A. EVALUATION AND RATING...........................................................................................................................
I I
B. SELECTION.......................................................................................................................................................
11
V. AWARD OF AGREEMENT............................................................................................................................................12
A. REQUEST FOR COUNCIL ACTION..............................................................................................................
12
B. EXECUTION OF AGREEMENT......................................................................................................................
12
VI. IMPLEMENTATION........................................................................................................................................................12
A. KICK-OFF MEETING........................................................................................................................................
12
B. NOTICE TO PROCEED...................................................................................................................................12
VII. PUBLIC RECORDS........................................................................................................................................................12
APPENDIX
ATTACHMENT 1: SCOPE OF WORK
ATTACHMENT 2: FEE PROPOSAL
ATTACHMENT 3: REFERENCES
ATTACHMENT 4: STANDARD AGREEMENT (SAMPLE)
ATTACHMENT 5: CERTIFICATIONS
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 3
APPENDIX A: VALVE LIST
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 4
I. GENERAL
The City of Santa Ana ("Santa Ana" or "City") is the county seat and second most populous
city in Orange County, California, with over 310,000 residents. It is the 62nd most -populous
city in the United States. Santa Ana is located in Southern California, adjacent to the Santa
Ana River, about 10 miles away from the California coast. Founded in 1869, the City is part
of the Greater Los Angeles Area, the second largest metropolitan area in the United States.
A. NATURE OF WORK:
The City of Santa Ana is seeking a firm to provide preventative maintenance,
rehabilitation and replacement services for the City's water pressure reducing and
pressure sustaining valves. The City intends to enter into agreements with a single firm
to provide the described services. A detailed Scope of Work is included in ATTACHMENT
1: SCOPE OF WORK in the Appendix of this RFP.
B. SUBMITTAL OF PROPOSAL:
Responses to this Request for Proposals (RFP) must be submitted electronically to the
PlanetBids system. It is the responsibility of the proposer to ensure that any proposals
submitted have been uploaded to PlanetBids prior to this proposal due date and time.
The Fee Proposal shall be submitted separately and electronically to the PlanetBids
system prior to this proposal due date and time.
C. PROPOSAL EVALUATION AND RATING:
The criteria for evaluating the proposals submitted will take the following items into
consideration:
• Firm/Team Experience 35%
• Relevant Project Experience 30%
• Understanding of Need 25%
• References 10%
The City has established a proposal review committee to evaluate proposers
based on the response to the RFP, which includes adherence to outlined
directions and format, and the City evaluation criteria set forth above.
A final score will be calculated for each submitted proposal and used to rank the
proposers.
D. PROJECT FUNDING:
Project is funded by local funds.
E. TERM OF CONTRACT AGREEMENT:
This term is outlined in the Standard Consultant Agreement, as contained in
ATTACHMENT 2: STANDARD AGREEMENT in the Appendix of this RFP.
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 5
II. PROPOSAL TERMS AND CONDITIONS
By submitting a Proposal, the Proposer acknowledges that it has thoroughly examined and
accepts the Terms and Conditions of this RFP as described below:
A. EXAMINATION
Proposer represent that it has thoroughly examined and become familiar with the services
and responsibilities required this RFP and that it is capable of effectively and efficiently
performing quality work to achieve the City's objectives. Any attachments referenced
herein or any interpretations, clarifications or amendments subsequently posted in the
relation to this RFP are fully incorporated.
B. EXECUTION OF AGREEMENT
The City and the selected Proposer will enter into an Agreement similar to that as shown
in ATTACHMENT 4: STANDARD AGREEMENT in the Appendix of this RFP. If a
Proposer is unwilling or unable to execute an Agreement within thirty (30) days after being
notified of selection under this RFP, the City reserves the right to select the next most
qualified Proposer or call for new Proposals, whichever the City deems most appropriate.
C. PROPOSAL VALIDITY
Services, pricing and warranties indicated in a respondent's Proposal must be valid for a
period of 120 days after the submission of the Proposal.
D. PRE -CONTRACTUAL EXPENSES
Santa Ana shall not, in any event, be liable for any pre -contractual expenses incurred by
Proposers in the preparation of its proposal.
E. JOINT OFFERS/SUBCONSULTANTS
Where two or more Proposers desire to submit a single Proposal in response to this RFP,
they should do so on a prime sub -consultant basis. The City intends to contract with a
single firm and not with multiple firms doing business as a joint venture. Should the use
of sub -consultants be offered, the Proposer shall provide the same assurances of
competence for the sub -consultant plus the demonstrated ability to manage and
supervise the subcontracted work. Sub -consultants shall not be allowed to further
subcontract with others for work under the Agreement. The provisions of the Agreement
shall apply to all sub -consultants in the same manner as the Proposer.
F. SAFETY PROGRAM REQUIREMENTS
Work Site Safety shall be as defined by the Standard Specifications and these special
provisions:
The Proposer shall be solely responsible for ensuring that all work performed under the
contract is performed in strict compliance with all applicable Federal, State and local
occupational safety regulations. The Consultant/Contractor shall provide at its expense
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 6
all safeguards, safety devices and protective equipment, and shall take any and all
actions appropriate to providing a safe Project site.
The following is required in addition to the requirements of the Standard Specification:
1. The Proposer shall train all employees, or subcontractor personnel in the work
practices necessary to safely perform his or her job.
2. The Proposer shall identify all known potential hazards related to the work
performed and train all employees and subcontractor personnel on how to handle
the potential hazards.
3. The Proposer, their employees and subcontractors shall follow all safety rules and
safe work practices.
4. The Proposer will immediately notify the City of any significant and/or unusual
hazards found during the course of work.
5. The Proposer shall submit copies of Safety Data Sheets (SDS) for all hazardous
materials to be utilized on site in the performance of work. The Proposer is solely
responsible for the legal disposal of hazardous waste generated in the
performance of their work.
Safety Indemnification: To the extent allowed by law, the Proposer agrees to defend,
indemnify and hold harmless the City, its officers, employees and agents from and against
any and all investigations, complaints, citations, liability, expense (including defense costs
and legal fees), claims and/or causes of action for damages of any nature whatsoever,
including but not limited to injury or death to employees of the Proposer, its subcontractors
or City, attributable to any alleged act or omission of the Proposer or its subcontractors
which is in violation of any Cal OSHA regulation. The obligation to defend, indemnify and
hold harmless includes all investigations and proceedings associated with purported
violations of Section 336.10 of Title 8 of the California Code of Regulations pertaining to
multi -employer work sites. The City may deduct from any payment otherwise due the
Proposer any costs incurred or anticipated to be incurred by the Agency, including legal
fees and staff costs, associated with any investigation or enforcement proceedings
brought by Cal OSHA arising out of the assigned work.
II. INSTRUCTIONS TO PROPOSERS
A. CITY RESPONSIBILITIES
The City will provide information in its possession relevant to preparation of required
information in RFP. The City will provide only the staff assistance and documentation
specifically referred to herein.
B. PROPOSER RESPONSIBILITIES
Point of Contact: The selected proposer will assume responsibility for all services in its
proposal. The selected proposer shall identify a sole point of contact with the greatest
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 7
knowledge in regard to the required service operations and contractual matters, including
payment of any and all charges resulting from the Agreement.
Evidence of Financial Capacity: Proposer may be requested to submit its most recent
audited financial statement, evidencing proposer's financial capacity to fully perform the
required services, including provision of equipment and personnel expenses over a ninety
(90) day period. If said financial statement does not reflect full ninety (90) day operational
capacity, proposer may include a letter of credit as evidence of supplemental capacity.
C. REQUEST FOR INFORMATION OR CLARIFICATION
All questions or requested clarifications shall be made in writing via e-mail to the Project
Manager (contact information as noted on the cover page to this RFP) by or before the
"Deadline for Requests for Information" date noted on the cover page of this RFP. No
verbal requests or responses will be accepted. Significant interpretations or clarifications
will be addressed via addenda to this RFP, as indicated below in SUB -SECTION II.D
"ADDENDA".
91 -9- ►IT
Any changes in RFP from the date of release to date of submittal will result in an
addendum or amendment. Notification of such addendum or amendment shall be
posted on City's PlanetBids system:
https://www.planetbids.com/portal/portal.cfm?CompanylD=20137.
E. LICENSES & PERMITS
The selected Proposer shall be required to obtain a City of Santa Ana Business license
within ten (10) business days of selection and must provide a copy to the City Project
Manager or designee prior to commencing any work in Santa Ana.
Additionally, Proposer will be responsible for obtaining any licenses/permits required by
the Scope of Work.
F. INSURANCE
The selected Proposer shall provide the required evidence of insurance coverage as set
forth in the standard agreement within ten (10) business days after receipt of notice of award.
G. PAYMENT INFORMATION PACKET
The selected Proposer shall return a completed payment information packet within ten
(10) business days after the successful Proposer has received notice that the agreement
has been awarded. The packet is available on the City's website: www.santa-ana.org/bidsrfps
-
H. PRE -PROPOSAL MEETING
A pre -proposal meeting, if scheduled, will occur on the date, time and location identified
on the cover page of this RFP. The meeting will include discussion of the project scope
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 8
and a question -and -answer session. It is highly recommended that the Proposer's key
team members attend this meeting. Significant interpretations or clarifications will be
addressed via addenda to this RFP, as described above in SUB -SECTION II.D
"ADDENDA".
I. CITY RIGHT TO REJECT
The City reserves the right to reject any or all proposals submitted and no representation
is made hereby that any agreement will be awarded pursuant to this RFP or otherwise.
The City reserves the right to accept or reject the combined or separate components of
this proposal in part or in its entirety or to waive any minor inconsistency, informality or
technical defect in the proposal.
The City reserves the right to reject, replace and approve any and all subcontractors. All
subcontractor(s) shall be identified in the response to the RFP. Subcontractors shall be
the responsibility of the successful Proposer and the City shall assume no liability of such
subcontractors.
J. PROTESTS
Proposers with concerns or rebuttal of any staff determination of non -responsiveness or
non -responsibility may submit, in writing within five (5) business days, to the Project
Manager, any concerns regarding the RFP process or staff determination. Such writing
shall be considered by the City Manager or his designated representative, and may be
acted upon within five (5) business days. If no action is taken within such time, there
shall be no change to the staff determination. The exercise by Proposer of its right to
submit written concerns shall be a condition precedent to seeking judicial review of any
award of a contract hereunder.
III. SUBMITTAL REQUIREMENTS
A. GENERAL
I. DEADLINE
Proposals are due to the City of Santa Ana, at the date, time, and location set forth
above in the Notice Inviting Proposals.
B. PROPOSAL CONTENTS
A responsive proposal shall contain the following documentation:
I. STATEMENT OF QUALIFICATIONS
The Statement of Qualifications shall be limited to a MAXIMUM of (10) DOUBLE -
SIDED PAGES (excluding front and back covers, section dividers and attachments
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 9
such as resumes, forms). Font size shall be minimum 11-point Arial. Proposal exhibits
shall be maximum 11" x 17". The Statement of Qualifications includes the following:
a. Cover Letter
Proposals shall include a letter signed by a principal or authorized representative
who can make legally binding commitments for the entity. Include type of business
entity.
b. Agreement Statement
Proposal shall include a statement outlining your concurrence or concerns with
any and all provisions as contained in the standard agreement attached as
ATTACHMENT 4: STANDARD AGREEMENT in the Appendix of this RFP.
Insurance requirements subject to change.
c. Firm and Team Experience
Proposal shall include a profile of the firm's experience. Include resumes of project
team/sub-contractors that outline their technical and design experience. At a
minimum, this should include the project manager/principal agent, associates in
charge when project manager/principal agent is unavailable, key personnel, firm
size, and an organization chart identifying only those who will perform work for the
proposed project and the percentage of each individual's time devoted to this
project. The project manager/principal agent shall be the primary contact person
to represent your firm.
d. Understanding Scope of Services
Proposal shall include an outline which demonstrates the firm's understanding of
the scope of work. This outline should include anticipated approach, tasks
necessary for successful completion, and suggestions or special concerns that the
City should be made aware of.
The Respondent should describe the ongoing support, management, and
resources that will be provided to the City throughout the development agreement
contract period, including any unique value-added services that it wishes to
highlight.
e. Relevant Project Experience
Proposal shall include a list of relevant projects which your firm or personnel have
completed within the last five (5) years, including significant work with public
agencies. Project information should include project description, year completed,
client name, along with a person to contact and their telephone number.
f. References
Proposal shall include references for three public entities for which Proposer has
performed similar work within the past five (5) years.
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 10
g. Fee
Fees may or may not be included as part of evaluation criteria. Refer to SECTION
"GENERAL" above and SUB -SECTION III.B.3 "FEE PROPOSAL" below. (this
item not part of page limit)
II. SCOPE OF SERVICES
Proposal shall include a Scope of Services which details the work phases to be
completed, the tasks to be accomplished and the deliverables to be provided based
upon the requested Scope of Work, detailed in ATTACHMENT 1: SCOPE OF WORK
in the Appendix of this RFP.
III. FEE PROPOSAL
Proposer's fee proposal shall be submitted concurrently with the technical proposal,
but in a separate submission to the PlanetBids system. This shall include the proposed
Total Fee, firm's Standard Hourly Fee Schedule, and/or a Project Fee Schedule where
applicable and as outlined in the Scope of Work.
Where fees are NOT included as part of evaluation criteria, the fee proposal will not
be opened until the proposals have been evaluated by the proposal selection
committee. The City will select the consultant based on qualifications, and then
negotiate a contract price based on available funding.
Where fees ARE included as part of the evaluation criteria, the fee proposal will be
opened and reviewed concurrently with the proposal, and weighted per the
percentage identified in SECTION I "GENERAL" above.
IV. CERTIFICATIONS
The following forms, included in ATTACHMENT 5: CERTIFICATIONS in the Appendix
of this RFP, shall be signed and included as part of the proposal submittal package:
• Non -Collusion Affidavit
• Non -Lobbying Certification
• Non -Discrimination Certification
IV. PROPOSAL REVIEW (CONSULTANT/CONTRACTOR SELECTION)
A. EVALUATION AND RATING
Refer to SECTION I "GENERAL" above.
B. SELECTION
The committee may interview the top ranking proposers. The City will recommend
award of the agreement to the Proposer who will provide the best quality and value to the
City. City reserves the right to begin negotiations and enter into an agreement without
interview or further discussions.
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 11
V. AWARD OF AGREEMENT
A. REQUEST FOR COUNCIL ACTION
Following evaluation and rating by the proposal review committee, the Executive Director
will recommend award of an agreement to the proposer providing the best quality and
value to the City.
B. EXECUTION OF AGREEMENT
A standard agreement is included as ATTACHMENT 4: STANDARD AGREEMENT in the
Appendix of this RFP. "Proposer" will hereinafter be referred to as "Consultant" in
standard agreement. The term of the agreement will begin after the agreement is fully
executed, and all required bonds, insurance documents and contents of the payment
information packet have been received and approved.
VI. IMPLEMENTATION
A. KICK-OFF MEETING
A kick-off meeting will be held after award of contract. Consultant and its team will meet
with City of Santa Ana staff to conduct introductions, discuss scope of services, and
implementation process.
B. NOTICE TO PROCEED
Following the kick-off meeting, a formal Notice to Proceed (NTP) may be issued after the
agreement is fully executed, and all insurance documents and contents of the Payment
Information Packet have been received and approved.
VII. PUBLIC RECORDS
All responses to the RFP shall become property of the City, and proposals will become public
record after award of agreement. Proposer information identified as proprietary information
shall be maintained confidential, to the extent allowed under the California Public Records
Act.
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 12
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
Appendix
ATTACHMENT 1: SCOPE OF WORK
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
SCOPE OF WORK
Introduction and Background:
The City of Santa Ana is located in the heart of Orange County, California and is approximately
27 square miles. The City provides potable drinking water for all of the City's residents and
businesses. The City's water production system consists of 22 wells, 4 pressure control stations,
7 Metropolitan Water District connections, 7 water booster stations and 8 reservoirs and 2
sanitary sewer lift stations. Control and monitoring of the water system and sewer facilities is
coordinated via the City SCADA system using a series of radios to send and receive data from
remote locations to the City Home SCADA control room. Flow and pressure control through the
water system is achieved using Cla-Val valves per Appendix A.
Description of Work:
The City is requesting proposals for the purpose of rehabilitating, replacing and maintaining all
Cla-Val pressure control valves within the water production facilities. All replacement and
procured valves in the contract shall be Cla-Val, no exceptions. The contract term shall be for
three years with a City option to renew for one additional 2-year term. The Contractor will be
expected to hold firm pricing on all contract items supplied for the duration of the contract. Labor
increases shall be subject to mutually agreeable terms between the City and the Contractor. The
Contractor shall provide all labor, materials, services, and equipment necessary for flow control
valve maintenance, repair, and procurement services. All work shall be in accordance with
applicable practices and shall conform to all applicable laws, codes and regulations.
In addition, the Contractor must be able to respond to City's request for emergency repair work
on a timely manner. Business hours are considered from 7:00 A.M. to 5:00 P.M. (Monday
through Friday). Any time outside of business hours of operation may be considered after
hours/weekends. All services, equipment and materials provided by the Consultant must be in
accordance with all applicable Federal, State and local regulations, laws, and codes. The City
reserves the right to modify the scope of the project at any time.
Contractor Responsibilities:
I. INSPECTION/PREVENTATIVE MAINTANENCE SERVICES (BID ITEMS 1-3)
Inspection services shall include annual examination of all valves and any pilot valve systems
associated with the valves listed in Appendix A. The Contractor shall perform preventative
maintenance every 12 months at each valve system in order to elongate the lifespan of the
valves and to determine how the operating conditions of the system are affecting the valve. In
addition to preventative maintenance, the Contractor shall, upon request from the City, deploy
to any valve and/or pilot valve site and perform a working inspection of the existing valve if the
City encounters any valve operational issues.
The preventative maintenance inspection shall verify the working condition of the valve.
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 14
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
Preventative maintenance should consist of, but is not limited to the following:
a. Removal of lime deposits/mineral buildup from the valve stem and other metal
parts
b. Inspect parts (diaphragm, pilot valves, disk plate, solenoids, valve body, tubing,
anti -cavitation parts (knock -outs), etc.)
c. Calibrate pilot control settings (pressure and flow, altitude valves, etc.)
d. Maintain and clean the strainers and valve body
e. Exercise the valves
f. Check the pilot tubing for leaks
g. Inspect pilot disc retainers
h. Confirm that the diaphragm assembly is properly functioning
Preferably, preventative maintenance should be accomplished without removing the valve from
the line. However, if removal of the valve is required, the Contractor shall notify City staff prior
to performing the work. Upon completion of inspection and maintenance services, the Contractor
shall also ensure all tags and/or reference markers on valves and appurtenances are up to date
with the most accurate information such as model number, serial number, etc.
In the event, the Contractor encounters outdated valves in need of replacement, the Contractor
shall recommend retrofitting old valves with up to date new valves that meet or surpass industry
standards.
Within ten (10) business days of completing maintenance services on the City's Cla-Val's, the
Contractor shall provide a service report to the City of Santa Ana. The Contractor shall follow up
with City personnel and notify City staff on any issues encountered in the field regarding requiring
additional parts. The Contractor shall state all findings, if any, along with a proposed scope of
work and complete cost estimates for any recommended equipment repairs and/or replacement.
II. REPAIR SERVICES (BID ITEMS 4-9)
The Contractor shall repair or replace any parts of the valve found to be worn or otherwise in
need of replacement. All internal parts of the valve shall be cleaned of mineral deposits prior to
reassembly of the valve. When required (typically every 5 years), complete valve
rebuilds/rehabilitations should be performed in which the main valve and its respective pilot
controls are cleaned internally, all rubber parts are replaced, and all metal parts replaced where
needed. All repairs and rehabilitations shall be made in accordance with Cla-Val guidelines and
as directed by the City.
The Contractor shall be factory trained in maintaining all piloting systems offered by Cla-Val and
shall fix/repair all piloting systems in accordance with Cla-Val guidelines and as directed by the
City. Work under this section shall also include full valve replacement complete with all
necessary pilot systems and/or electronic controls.
Valves listed in Appendix A are representative of the majority of the Cla-Val valves in use in the
City but is not a complete listing. The City acknowledges that additional costs will be incurred for
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
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FLOW CONTROL VALVE MAINTENANCE PROGRAM
pilot system repairs and will vary depending upon the type of piloting system on each valve.
Assume that a full repair of the valve will include costs for replacement of all parts that could be
replaced in a standard Cla-Val diaphragm valve.
For bidding purposes, assume repair of the following components; replacement of disk and seat
on Cla-Val on the following models for various sizes as listed on the Fee Schedule:
1.
Model90-01
2.
Model50-01
3.
Model52-03
4.
Model 61-02
5.
Model100-01
The Contractor shall solely use Cla-Val parts for replacement, repair, and maintenance of all
components of the City's valves.
III. NEW VALVES AND PROCUREMENT SERVICES (BID ITEMS 10-11)
If the Contractor has determined rehabilitation of a valve system is not feasible or at the City's
direction, replacement of the valve with a new valve shall take place. Furthermore, if the cost to
repair the valve exceeds 50% of the cost to replace, replacement of the valve with a new valve
shall take precedence. When work includes the replacement of valves, the Contractor shall be
responsible for removal of the existing valve and installation of the new replacement valve. The
Contractor shall also be responsible for supply, installation, calibration and testing of the new
replacement valve.
IV. INSTRUMENTATION AND CONTROL SERVICES
The Contractor shall also have experience incorporating instrumentation and remote/local valve
control on existing and future valve components in the City. The City currently utilizes electronic
valve controllers (Model VC-22D), which serves as an interface between the City's SCADA
system, the valve, and other devices installed on or around the valve. The Contractor shall have
expertise in customizing the aforementioned valve controller with the Cla-Val trademarked
standard and customized ValvApps to meet the City's operational requirements specific to each
site. The Contractor shall be able to provide the following customization inputs and outputs for
the valve controllers upon City request:
1.
Valve Regulation
2.
Differential Pressure Monitoring
3.
Retransmission
(1) Analog Inputs
(2) Digital Inputs
4.
Solenoid Outputs
5.
Relay Outputs
6.
Actions/Alarms
7.
Communication
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Flow Control Valve Maintenance and Rehabilitation Services
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FLOW CONTROL VALVE MAINTENANCE PROGRAM
8. Control Logic
V. VALVES TRAINING SERVICES
Upon request, the Contractor shall provide in depth training on flow control valve operation,
maintenance, and repair techniques that optimize staff management of the system. Classes shall
include training materials and resources to further assist City Staff in the operation and
maintenance of the flow control valves specific to the system. Upon request, the Contractor shall
provide training classes in the field and/or in a controlled class setting at certified Cla-Val facilities
following the manufacture's guidelines and operating techniques.
VI. VALUE ADDED RELATED SERVICES
The Contractor may propose additional related services that the City has not specifically
identified in this RFP to accomplish the stated goals of this RFP. Value added related
services will be considered by the City and may or may not be incorporated in the
agreement. All parts and materials must be supplied new and Cla-Val factory approved.
VII. SUBCONTRACTORS
The use of Subcontractors is allowed, but will require approval by City prior to start of any
assigned work. Upon commencement of work, the Contractor shall be responsible for services
provided by any subcontractor as if Contractor were providing the services with its own
organization. When a Subcontractor performs all or any part of the work, a markup shall be
applied to the Subcontractor's actual cost of such work. The Contractor may add a markup of 10
percent on the first $5,000 of the subcontracted portion of the extra work and a markup of 5
percent on work added in excess of $5,000 of the subcontracted portion of the work may be
added by the Contractor.
VIII. PROJECT MANAGEMENT & COORDINATION
When a request for service is issued to the City, the Contractor shall issue an estimate to the
City's designated Project Manager. The Contractor shall not proceed with any work without the
approval of the City's designated project manager.
Contractors shall invoice the City on a monthly basis for all work performed during the period or
provide a one-time invoice at the completion of work issued. Each invoice shall be accompanied
by a summary of tasks performed, contract agreement number, results and progress on long-
term tasks if any.
IX. CODE COMPLIANCE
All materials and workmanship shall be in strict conformity with standards of the latest editions
including revisions of the following:
• American Society of Civil Engineers (ASCE)
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FLOW CONTROL VALVE MAINTENANCE PROGRAM
• American Society of Mechanical Engineers (ASME)
• State Department of Industrial Safety (CAL/OSHA)
• California Code of Regulations (CCR)
• Local, State, and Federal Building Codes
• City of Santa Ana Standards
X. MINIMUM QUALIFICATIONS
The Contractor shall meet the following minimum qualifications:
1. All work is to be performed in compliance with all applicable codes, ordinances, laws,
standards, due care, and Occupational Safety and Health Administration (OSHA)
safety requirements.
2. Be factory authorized, trained and knowledgeable in Cla-Val valves for maintenance,
operation and installation. (Provide proof of training upon issuance of a contract with
the City)
3. The Consultant shall have a minimum of five (5) years of experience in the services
described in ATTACHMENT 1: SCOPE OF SERVICES.
4. Be confined space entry certified as well as possess state and local permits, licenses
and certificates required by law to commence, carry, and complete the work.
5. Have access to factory direct inventory for replacement parts, new valves and related
appurtenances.
6. Provide all necessary equipment to competently perform and complete work as
specified.
XI. SAFETY
Proposer shall be solely and completely responsible for the condition of the project site, including
safety of all persons and properties during the performance of the work. In addition, proper safety
equipment must be worn at all times. These requirements shall apply continuously until the
contract is terminated and shall not be limited to normal working hours.
The Contractor/Consultant shall assure that each employee or subcontractor under the
contractor's supervision is trained in the work practices necessary to safely perform his or her
job.
XII. INSURANCE REQUIREMENTS
The successful bidders shall furnish the City with original copies of valid insurance policies herein
required upon execution of the contract and shall maintain said policies in full force and effect at
all times during the term of this contract. Said insurance policies shall comply with all
requirements set forth in these specifications. The Contractor shall keep a current certificate of
insurance at the City of Santa Ana at all times and shall immediately report any changes to the
City.
XIII. MARKUP
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FLOW CONTROL VALVE MAINTENANCE PROGRAM
The following markup percentages shall be added to the Contractor's costs and shall constitute
the markup for all overhead and profits (to the sum of the costs and markups, one (1) percent
shall be added as compensation for bonding):
1) Labor...................................................................................................... 20
2) Materials................................................................................................15
3) Equipment Rental...................................................................................15
4) Other Items and Expenditures................................................................15
XIV. FEE SCHEDULE:
Contractor shall submit a fee schedule as described in Section III.B.3 of RFP. No separately
stated freight or deliveries will be considered. Bidders shall include all costs in the unit price bid.
Furthermore, the Contractor shall submit additional labor, material and rental equipment rates
along with fee schedule. Contractor's labor and equipment rate sheet shall list rates for all labor
designations, equipment, rentals, and materials. The bid items specified in the fee schedule are
for reference purposes only. Labor increases shall be subject to mutually agreeable terms
between the City and the Contractor. The City may request related services that will be paid at
the vendor's standard labor and equipment rate submitted. Fee proposal shall be outlined as
follows:
---End of SCOPE OF WORK Section ---
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
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CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
APPENDIX
ATTACHMENT 2: FEE PROPOSAL
Certification - I certify that I have read, understand and agree to the terms and conditions of this
Request for Proposals. I have examined the Scope of Services (Appendix: Attachment 1) and am
familiar with the scope of work. I am familiar with all the existing conditions and limitations that may
impact work requests. I understand and agree that I am responsible for reporting any errors, omissions
or discrepancies to the City for clarification prior to the submission of my proposal.
Proposer shall submit hourly rates schedule, which shall include but not limited to, direct and
indirect costs for labor, for staff per job classification, material, equipment rates, overhead,
incidental supplies, travel, mileage, and fuel. Any special materials will be purchased by the
contractor only after discussed and authorized by the City projects manager or designee in
writing.
Prior to commencement of services, Contractor shall provide separate quotes, upon request by
the City, which shall be approved by the City's Public Works Agency.
TO: CITY COUNCIL OF THE CITY OF SANTA ANA
FROM:
Bid Item
Unit
Quantity
Unit Price
Amount
1. Labor 1 Man Prevailing Wage
HR
200
$
$
2. Labor 2 Men Prevailing Wage
HR
200
$
$
3. Travel Per Day
EA
25
$
$
Model 50-01
4. Repair 4" Pressure Control Valve Rubber
EA
20
$
$
Rebuilds for Main Valve and Pilot
5 Repair 6" Pressure Control Valve Rubber
EA
5
$
$
Rebuilds for Main Valve and Pilot
6 Repair 8" Pressure Control Valve Rubber
EA
5
$
$
Rebuilds for Main Valve and Pilot
7. Repair 10" Pressure Control Valve Rubber
EA
2
$
$
Rebuilds for Main Valve and Pilot
8. Complete New 4" Model 50-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
EA
20
$
$
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation
Services
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CITY OF SANTA ANA
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FLOW CONTROL VALVE MAINTENANCE PROGRAM
9. Complete New 6" Model 50-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed EA 5 $ $
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
10. Complete New 8" Model 50-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed EA 5 $ $
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
11. Complete New 10" Model 50-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed EA 2 $ $
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
Model 52-03
12. Repair 10" Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot EA 4 $ $
13. Complete New 10" Model 52-03 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed EA 4 $ $
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
Model 61-02
14. Repair 10" Pump Control Valve Rubber
Rebuilds for Main Valve and Pilot EA 1 $ $
15. Complete New 10" Model 61-02 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed EA 1 $ $
Controls, Up Stream & Downstream
Pressure Gauges, X105 Limit Switch
Assembly
Model 90-01
Repair 6" Pressure Control Valve Rubber
16. Rebuilds for Main Valve and Pilot EA 5 $ $
17. Repair 8" Pressure Control Valve Rubber EA 5 $ $
Rebuilds for Main Valve and Pilot
18 Repair 10" Pressure Control Valve Rubber EA 5 $ $
Rebuilds for Main Valve and Pilot
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
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CITY OF SANTA ANA
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FLOW CONTROL VALVE MAINTENANCE PROGRAM
19.
Repair 12" Pressure Control Valve Rubber
EA 5 $
Rebuilds for Main Valve and Pilot
20
Repair 14" Pressure Control Valve Rubber
EA 2 $
Rebuilds for Main Valve and Pilot
21.
Repair 16" Pressure Control Valve Rubber
EA 2 $
Rebuilds for Main Valve and Pilot
22.
Complete New 6" Model 90-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
EA 2 $
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
23.
Complete New 8" Model 90-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
EA 2 $
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
24.
Complete New 10" Model 90-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
EA 2 $
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
25.
Complete New 12" Model 90-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
EA 2 $
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
26.
Complete New 14" Model 90-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
EA 2 $
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
27.
Complete New 16" Model 90-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
EA 2 $
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 22
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RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
Model 100-01
28.
Repair 8" Pressure Control Valve Rubber
EA 2 $ $
Rebuilds for Main Valve and Pilot
29
Repair 10" Pressure Control Valve Rubber
EA 2 $ $
Rebuilds for Main Valve and Pilot
30.
Repair 12" Pressure Control Valve Rubber
EA 2 $ $
Rebuilds for Main Valve and Pilot
31.
Repair 14" Pressure Control Valve Rubber
EA 2 $ $
Rebuilds for Main Valve and Pilot
32.
Repair 16" Pressure Control Valve Rubber
EA 2 $ $
Rebuilds for Main Valve and Pilot
33.
Complete New 8" Model 100-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
EA 2 $ $
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
34.
Complete New 10" Model 100-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
EA 2 $ $
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
35.
Complete New 12" Model 100-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
EA 2 $ $
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
36.
Complete New 14" Model 100-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
EA 2 $ $
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
37.
Complete New 16" Model 100-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
EA 2 $ $
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 23
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RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
38. Discount off list price on unforeseen % N/A %
replacement parts
Total
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Flow Control Valve Maintenance and Rehabilitation Services
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CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
Contractor shall submit additional labor, material and equipment rates along with
schedule. Contractor's labor and equipment rate sheet shall list rates for all labor
designations, equipment and materials.
BIDDER INFORMATION:
Legal Company Name: _
Complete address:
Phone Number:
Email Address:
Authorized Signature:
Name:
Title:
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 25
APPENDIX
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
ATTACHMENT 3: PROPOSER'S REFERENCES
List and describe fully the contracts performed by your firm which demonstrate your ability to provide
the supplies, equipment or services included in the scope of the proposal specifications. Attach
additional pages if required. The City reserves the right to contact each of the references listed for
additional information regarding your firm's qualifications.
Reference
Customer Name: Contact Individual:
Address: Phone Number:
Facsimile Number:
Contract Amount: Year:
Description of supplies, equipment, or services provided:
Reference
Customer Name:
Address:
Contract Amount:
Description of supplies, equipment, or services provided:
Reference
Customer Name:
Address:
Contract Amount:
Description of supplies, equipment, or services provided:
Contact Individual:
Phone Number:
Facsimile Number:
Year:
Contact Individual:
Phone Number:
Facsimile Number:
Year:
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 26
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
Reference
Customer Name: Contact Individual:
Address:
Contract Amount:
Description of supplies, equipment, or services provided:
Phone Number:
Facsimile Number:
Year:
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
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CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
Appendix
ATTACHMENT 4: STANDARD AGREEMENT (SAMPLE)
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
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CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
CONSULTANT AGREEMENT (SAMPLE)
CITY OF SANTA ANA
THIS AGREEMENT is made and entered into this day of , 2021
by and between , ("Consultant"), and the City of Santa Ana, a
charter city and municipal corporation organized and existing under the Constitution and
laws of the State of California ("City").
RECITALS
A. The City desires to retain a Consultant having special skill and knowledge in
electrical repair and rehabilitation services.
B. Consultant represents that Consultant is able and willing to provide such
services to the City.
C. In undertaking the performance of this Agreement, Consultant represents that
it is knowledgeable in its field and that any services performed by Consultant
under this Agreement will be performed in compliance with such standards as
may reasonably be expected from a professional contracting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject
to the terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
a. Consultant shall perform during the term of this Agreement, the tasks and
obligations including all labor, materials, tools, equipment, and incidental
customary work required to fully and adequately complete the services
described and set forth in Scope of Services - Exhibit A, attached hereto
and incorporated by reference.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its
services for City, the rates and charges identified in Compensation - Exhibit
B. The total amount to be expended under this Agreement shall not exceed
$XXX,XXX during the term of this Agreement, including any extension
periods exercised under Section 3.
b. Payment by City shall be made within forty-five (45) days following receipt of
proper invoice evidencing work performed, subject to City accounting
procedures. Payment need not be made for work which fails to meet the
standards of performance set forth in the Recitals and Scope of Work, which may
reasonably be expected by City.
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RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
3. TERM
This Agreement shall commence on the date first written above for a number (3)
year -term with the option for the City to grant up to a one (2)-year renewal,
exercisable by a writing by the City Manager and the City Attorney, unless terminated
earlier in accordance with Section 17, below.
4. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et
seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section
16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing
wage rates and the performance of other requirements on "public works" and
"maintenance" projects. If the services being performed are part of an applicable
"public works" or "maintenance" project, as defined by the Prevailing Wage Laws,
and the total compensation is $1,000 or more, Consultant agrees to fully comply with
such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City,
its elected officials, officers, employees and agents free and harmless from any claim
or liability arising out of any failure or alleged failure to comply with the Prevailing
Wage Laws.
5. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not
intended nor shall it be construed to create an employer -employee relationship, a
joint venture relationship, or to allow the City to exercise discretion or control over
the professional manner in which Consultant performs the services which are the
subject matter of this Agreement; however, the services to be provided by Consultant
shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages,
employer's social security taxes, unemployment insurance and similar taxes relating
to employees and shall be responsible for all applicable withholding taxes.
6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual
property embodied in plans, specifications, studies, drawings, estimates, and other
documents or works of authorship fixed in any tangible medium of expression,
including but not limited to, physical drawings or data magnetically or otherwise
recorded on computer diskettes, which are prepared or caused to be prepared by
Consultant under this Agreement ("Documents & Data"). Consultant shall require all
subcontractors to agree in writing that City is granted a non-exclusive and perpetual
license for any Documents & Data the subcontractor prepares under this Agreement.
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Consultant represents and warrants that Consultant has the legal right to license any
and all Documents & Data. Consultant makes no such representation and warranty
in regard to Documents & Data which were provided to Contractor by the City. City
shall not be limited in any way in its use of the Documents and Data at any time,
provided that any such use not within the purposes intended by this Agreement shall
be at City's sole risk.
7. INSURANCE
Consultant shall procure and maintain for the duration of the contract insurance
against claims for injuries to persons or damages to property which may arise from
or in connection with the performance of the work hereunder and the results of that
work by the Consultant, its agents, representatives, employees or subcontractors.
a. Consultant shall not commence work for the City until it has provided
evidence satisfactory to the City that it has secured all insurance required
under this Section. In addition, Consultant shall not allow any subconsultant
to commence work on any subcontract until it has secured all insurance
required under this Section.
b. Insurance coverage shall be at least as broad as:
(i) Commercial General Liability (CGL): Insurance Services Office Form
CG 00 01 covering CGL on an "occurrence" basis, including products
and completed operations, property damage, bodily injury and personal
& advertising injury with limits no less than $2,000,000.00 per
occurrence. If a general aggregate limit applies, either the general
aggregate limit shall apply separately to this project/location (ISO CG
25 03 or 25 04) or the general aggregate limit shall be twice the required
occurrence limit.
(ii) Automobile Liability: Insurance Services Office Form Number CA 0001
covering, Code 1 (any auto), or if Consultant has no owned autos, Code
8 (hired) and 9 (non -owned), with limit no less than $1,000,000.00 per
accident for bodily injury and property damage.
(iii) Workers' Compensation insurance as required by the State of
California, with Statutory Limits, and Employer's Liability Insurance with
limit of no less than $1,000,000.00 per accident for bodily injury or
disease.
City of Santa Ana RFP 24-050
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(iv) Professional Liability (Errors and Omissions) Insurance appropriates to the
Consultant's profession, with limit no less than $1,000,000.00 per occurrence
or claim, $2,000,000.00 aggregate.
(v) If the Consultant maintains broader coverage and/or higher limits than the
minimums shown above, the City requires and shall be entitled to the broader
coverage and/or the higher limits maintained by the Consultant. Any available
insurance proceeds in excess of the specified minimum limits of insurance and
coverage shall be available to the City.
c. Other Insurance Provisions. The insurance policies are to contain, or be endorsed
to contain, the following provisions:
(i) Additional Insured Status. The City, its officers, officials, employees, and
volunteers are to be covered as additional insureds on the CGL policy with
respect to liability arising out of work or operations performed by or on behalf
of the Consultant including materials, parts, or equipment furnished in
connection with such work or operations. General liability coverage can be
provided in the form of an endorsement to the Consultant's insurance (at
least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG
20 33, or CG 20 38; and CG 20 37 forms if later revisions used).
(ii) Primary Coverage. For any claims related to this contract, the Consultant's
insurance coverage shall be primary insurance primary coverage at least as
broad as ISO CG 20 01 04 13 as respects the City, its officers, officials,
employees, and volunteers. Any insurance or self- insurance maintained by the
City, its officers, officials, employees, or volunteers shall be excess of the
Consultant's insurance and shall not contribute with it.
(iii) Notice of Cancellation. Each insurance policy required above shall state
that coverage shall not be canceled, except with notice to the City.
(iv)Waiver of Subrogation. Consultant hereby grants to City a waiver of any right
to subrogation which any insurer of said Consultant may acquire against the
City by virtue of the payment of any loss under such insurance. Consultant
agrees to obtain any endorsement that may be necessary to affect this waiver
of subrogation, but this provision applies regardless of whether or not the City
has received a waiver of subrogation endorsement from the insurer.
(v) Self -Insured Retentions. Self -insured retentions must be declared to and
approved by the City. The City may require the Consultant to purchase
coverage with a lower retention or provide proof of ability to pay losses and
related investigations, claim administration, and defense expenses within the
retention. The policy language shall provide, or be endorsed to provide, that the
self -insured retention may be satisfied by either the named insured or City.
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
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CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
(vi)Acceptability of Insurers. Insurance is to be placed with insurers authorized
to conduct business in the state with a current A.M. Best's rating of no less than
A:VII, unless otherwise acceptable to the City.
(vii) Claims Made Policies. If any of the required policies provide coverage on a
claims -made basis:
• The Retroactive Date must be shown and must be before the date of the
contract or the beginning of contract work.
• Insurance must be maintained and evidence of insurance must be
provided for at least five (5) years after completion of the contract of
work.
• 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 Consultant must purchase "extended
reporting" coverage for a minimum of five (5) years after completion
of contract work.
(viii)Verification of Coverage. Consultant shall furnish the City with original
Certificates of Insurance including all required amendatory endorsements
(or copies of the applicable policy language effecting coverage required by
this clause) and a copy of the Declarations and Endorsement Page of the
CGL policy listing all policy endorsements to City before work begins. However,
failure to obtain the required documents prior to the work beginning shall not
waive the Consultant's obligation to provide them. The City reserves the right
to require complete, certified copies of all required insurance policies, including
endorsements required by these specifications, at any time.
(ix) Subcontractors. Consultant shall require and verify that all subcontractors
maintain insurance meeting all the requirements stated herein, and Consultant
shall ensure that City is an additional insured on insurance required from
subcontractors.
(x) Special Risks or Circumstances. City reserves the right to modify these
requirements, including limits, based on the nature of the risk, prior
experience, insurer, coverage, or other special circumstances.
8. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents,
employees, Consultants, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims
for personal injury, including death, and claims for property damage, which may arise from the
negligent operations of the Consultant or its subcontractors, agents, employees, or other
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 33
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
persons acting on their behalf which relates to the services described in section 1 of this
Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution,
judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement.
This indemnity and hold harmless agreement applies to all claims for damages, just
compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered,
by reason of the events referred to in this Section or by reason of the terms of, or effects, arising
from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all
costs for the defense of the City, including fees and costs for special counsel to be selected by
the City, regarding any action by a third party challenging the validity of this Agreement, or
asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief
due to personal or property rights arises by reason of the terms of, or effects arising from this
Agreement. City may make all reasonable decisions with respect to its representation in any
legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject
to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil
Code Section 2782.8, to claims that arise of, pertain to, or relate to the negligence, recklessness,
or willful misconduct of the Consultant.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend, indemnify and hold harmless the City, its officers, agents,
representatives, and employees against any and all liability, including costs, and attorney's fees,
for infringement of any United States' letters patent, trademark, or copyright contained in the
work product or documents provided by Consultant to the City pursuant to this Agreement.
10. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under
this Agreement. Consultant shall maintain complete and accurate records with respect to the
costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
law, from the date of final payment to Consultant under this Agreement. All such records and
invoices shall be clearly identifiable. Consultant shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Consultant shall allow inspection of
all work, data, documents, proceedings, and activities related to this Agreement for a period of
three (3) years from the date of final payment to Consultant under this Agreement.
11. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is
reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not
use or disclose such information except in the performance of this Agreement, and further agrees
to exercise the same degree of care it uses to protect its own information of like importance, but
in no event less than reasonable care. "Confidential Information" shall include all nonpublic
information. Confidential information includes not only written information, but also information
transferred orally, visually, electronically, or by other means. Confidential information disclosed
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 34
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
to either party by any subsidiary and/or agent of the other party is covered by this Agreement.
The foregoing obligations of non-use and nondisclosure shall not apply to any information that
(a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant
disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an
obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is
independently developed by the Consultant without reference to information disclosed by the
City.
12. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interest and shall not have interests, direct or
indirect, which would conflict in any manner with performance of services specified under this
Agreement.
13. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall
be in writing and shall be deemed to be properly given if delivered in person or mailed by first
class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the
manner provided in this Section, to the following persons:
To City: Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, CA 92702
To Consultant:
Consultant's Firm Name
Address
City State, Zip Code
Attn :
A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four (24) hours after the time set forth on the transmission report issued by
the transmitting facsimile machine, addressed as set forth above. For purposes of calculating
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 35
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
these timeframes, weekends, federal, state, County or City holidays shall be excluded.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant regarding the subject matter herein, and supersedes any and all other agreements,
oral or written, between the parties. In the event of a conflict between the terms of this Agreement
and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not
be modified except by written instrument signed by the City and by an authorized representative
of Consultant. The parties agree that any terms or conditions of any purchase order or other
instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not
bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no
representations, inducements, promises or agreements, orally or otherwise, have been made by
any party, or anyone acting on behalf of any party, which are not embodied herein.
15. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the
prior written consent of the City and any such assignment, transfer, delegation or subcontract
without the City's prior written consent shall be considered null and void. Nothing in this
Agreement shall be construed to limit the City's ability to have any of the services which are the
subject to this Agreement performed by City personnel or by other Consultants retained by City.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by
the provisions of this Agreement shall be effective unless it is in writing and signed by the party
waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy
shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar,
nor shall any waiver constitute a continuing waiver unless the writing so specifies.
17. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination.
In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of
termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver
to the City all work product completed as of such date, and in such case such work
product shall be the property of the City unless prohibited by law, and Consultant consents
to the City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance
specified in the Recitals of this Agreement.
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 36
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
18. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, relation, sex, marital status,
sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by
applicable law, in the recruitment, selection, training, utilization, promotion, termination or other
employment related activities or in connection with any activities under this Agreement.
Consultant affirms that it is an equal opportunity employer and shall comply with all applicable
federal, state and local laws and regulations.
19. JURISDICTION -VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both parties further agree that
Orange County, California, shall be the venue for any action or proceeding that may be brought
or arise out of, in connection with or by reason of this Agreement.
20. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services
hereunder and required by the laws and regulations of the United States, the State of California,
the City of Santa Ana and all other governmental agencies. Consultant shall notify the City
immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals,
waivers, and exemptions. Said inability shall be cause for termination of this Agreement.
21. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the
power, authority and right to bind their respective parties to each of the terms of this
Agreement, and shall indemnify City fully, including reasonable costs and attorney's
fees, for any injuries or damages to City in the event that such authority or power is not,
in fact, held by the signatory or is withdrawn.
b. All exhibits referenced herein and attached hereto shall be incorporated as if fully set
forth in the body of this Agreement.
signatures follow on next page
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 37
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
Clerk of the Council
APPROVED AS TO FORM
SONIA R. CARVALHO
City Attorney
Senior Assistant City Attorney
RECOMMENDED FOR APPROVAL
Nabil Saba, P.E.
Executive Director
Public Works Agency
CITY OF SANTA ANA
Acting City Manager
CONSULTANT
Name:
Title:
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 38
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
APPENDIX
ATTACHMENT 5: CERTIFICATIONS
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 39
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
NON -COLLUSION AFFIDAVIT
(Title 23 United States Code Section 112 and Public Contract Code Section 7106)
In conformance with Title 23 United States Code Section 112 and Public Contract Code
7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any
undisclosed person, partnership, company, association, organization, or corporation; that
the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly
induced or solicited any other BIDDER to put in a false or sham bid, and has not directly
or indirectly colluded, conspired, connived, or agreed with any BIDDER or anyone else to
put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in
any manner, directly or indirectly, sought by agreement, communication, or conference
with anyone to fix the bid price of the BIDDER or any other BIDDER, or to fix any
overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to
secure any advantage against the public body awarding the contract of anyone interested
in the proposed contract; that all statements contained in the bid are true; and, further,
that the BIDDER has not, directly or indirectly, submitted his or her bid price or any
breakdown thereof, or the contents thereof, or divulged information or data relative
thereto, or paid, and will not pay, any fee to any corporation, partnership, company
association, organization, bid depository, or to any member or agent thereof to effectuate
a collusive or sham bid.
Note: The above Non -collusion Affidavit is part of the Proposal. BIDDERS are
cautioned that making a false certification may subject the certifier to
criminal prosecution.
Signed
State of California
County of
Subscribed and sworn to (or affirmed) before me on this day of , 20_, by
, proved to me on the basis of satisfactory evidence to be
the person(s) who appeared before me
Notary Public Signature Notary Public Seal
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 40
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
NON -LOBBYING CERTIFICATION
The prospective participant certifies, by signing and submitting this bid or proposal, to the
best of his or her knowledge and belief, that:
(1) No Federal appropriated funds have been paid or will be paid, by or on behalf of
the undersigned, to any person for influencing or attempting to influence an officer
or employee of any Federal agency, a Member of Congress, an officer or employee
of Congress, or an employee of a Member of Congress in connection with the
awarding of any Federal contract, the making of any Federal grant, the making of
any Federal loan, the entering into of any cooperative agreement, and the
extension, continuation, renewal, amendment, or modification of any Federal
contract, grant, loan, or cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid
to any person for influencing or attempting to influence an officer or employee of
any Federal agency, a Member of Congress, an officer or employee of Congress,
or an employee of a Member of Congress in connection with this Federal contract,
grant, loan, or cooperative agreement, the undersigned shall complete and submit
Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its
instructions.
This certification is a material representation of fact upon which reliance was placed when
this transaction was made or entered into. Submission of this certification is a prerequisite
for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code.
Any person who fails to file the required certification shall be subject to a civil penalty of
not less than $10,000 and not more than $100,000 for each such failure.
The prospective participant also agrees by submitting his or her bid or proposal that he
or she shall require that the language of this certification be included in all lower tier
subcontracts, which exceed $100,000 and that all such subrecipients shall certify and
disclose accordingly.
Signed:
Title:
Firm:
Date:
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 41
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
NON-DISCRIMINATION CERTIFICATION
The undersigned consultant or corporate officer, during the performance of this contract,
certifies as follows:
1. The Consultant shall not discriminate against any employee or applicant for
employment because of race, color, religion, sex, or national origin. The Consultant
shall take affirmative action to ensure that applicants are employed, and that
employees are treated during employment without, regard to their race, color, religion,
sex, or national origin. 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. The Consultant agrees to post in conspicuous
places, available to employees and applicants for employment, notices to be provided
setting forth the provisions of this nondiscrimination clause.
2. The Consultant shall, in all solicitations or advertisements for employees placed by or
on behalf of the Consultant, state that all qualified applicants will receive consideration
for employment without regard to race, color, religion, sex, or national origin.
3. The Consultant shall send to each labor union or representative of workers with which
he/she has a collective bargaining agreement or other contract or understanding, a
notice to be provided advising the said labor union or workers' representatives of the
Consultant's commitments under this section, and shall post copies of the notice in
conspicuous places available to employees and applicants for employment.
4. The Consultant shall comply with all provisions of Executive Order 11246 of
September 24, 1965, and of the rules, regulations, and relevant orders of the
Secretary of Labor.
5. The Consultant shall furnish all information and reports required by Executive Order
11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary
of Labor, or pursuant thereto, and will permit access to his/her books, records, and
accounts by the administering agency and the Secretary of Labor for purposes of
investigation, to ascertain compliance with such rules, regulations, and orders.
6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of
this contract or with any of the said rules, regulations, or orders, the contract may be
canceled, terminated, or suspended in whole or in part and the Consultant may be
declared ineligible for further Government contracts or federally assisted construction
contracts in accordance with procedures authorized in Execution Order 11246 of
September 24, 1965, and such other sanctions may be imposed and remedies
invoked as provided in Executive Order 11246 of September 24, 1965, or by rule,
regulations, or order of the Secretary of Labor, or as otherwise provided by law.
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 42
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
7. The Consultant shall include the portion of the sentence immediately preceding
paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract
or purchase order unless exempted by rules, regulations, or orders of the Secretary
of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24,
1965, so that such provisions will be binding upon each subcontract or purchase order
as the administering agency may direct as means of enforcing such provisions,
including sanctions for noncompliance; provided, however, that in the event the
Consultant becomes involved in, or is threatened with, litigation with a subconsultant
or vendor as a result of such direction by the administering agency, the Consultant
may request that the United States enter into such litigation to protect the interests of
the United States.
8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats.
1939, and as amended, no discrimination shall be made in the employment of persons
upon public works because of race, religious creed, color, national origin, ancestry,
physical handicaps, mental condition, marital status, or sex of such persons, except
as provided in Section 1420, and any consultant of public works violating this Section
is subject to all the penalties imposed for a violation of the Chapter.
Signed:
Title:
Firm:
Date:
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 43
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
***END OF RFP 24-050**
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 44
Appendix A
Pressure Regulating Vaults & MWD SA Connections
5013/4 West Memory Lane, Santa Ana CA 92706
PRV - 1
Main Valve Type
Model
Size inch
Function
Stock No.
Catalog No.
North Valve
Main Unit
Hytrol
50-01
12
Pressure Relief
50-01-11720H
50-01BP
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200
Pressure Sustaining
79222-02C
CRL
Main Valve Type
Model
Size inch
Function
Stock No.
Catalog No.
South Valve
Main Unit
Hytrol
100-20
10
Pressure Relief
27510877H
131-EJBCEPSY
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200
Pressure Sustaining
79222-02C
CRL
309 3/4 E 17th St, Santa Ana CA 92706
PRV-2
Main Valve Type
Model
Size inch
Function
Stock No.
Catalog No.
Main Unit
Hytrol
8
Pressure Relief
50-04-35R
8-50-04B
North Valve
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200
Pressure Sustaining
79222-020
CRL
Main Valve Type
Model
Size inch
Function
Stock No.
Catalog No.
Main Unit
Globe
10-10OG
10
Pressure Relief
50-04-36F
10-50-04B
South Valve
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200
Pressure Sustaining
79222-020
CRL
1345 3/4 N Grand Ave, Santa Ana CA 92701
PRV-3
Main Valve Type
Model
Size inch
Function
Stock No.
Catalog No.
East Valve
Main Unit
Hytrol
100G
8
Pressure Relief
50-04-35H
8-50-04B
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200
Pressure Sustaining
79222-OC2
CRL
Main Valve Type
Model
Size inch
Function
Stock No.
Catalog No.
West Valve
Main Unit
Globe
100G
12
Pressure Relief
50-04-35D
12-50-04B
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200
Pressure Sustaining
79222-020
CRL
1668 E 4th St, Santa Ana CA 92701
PRV - 4
Main Valve Type
Model
Size inch
Function
Stock No.
Catalog No.
Main Unit
Globe
300G
10
Pressure Relief
50-04-36F
10-50-04B
North Valve
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200
Pressure Sustaining
79222-02
CRL
Main Valve Type
Model
Size inch
Function
Stock No.
Catalog No.
Main Unit
Hytrol
100G
8
Pressure Relief
50-04-35H
8-50-04B
West Valve
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200
Pressure Sustaining
79222-020
CRL
Page 1
Appendix A
2315 N Bristol S, Santa Ana, CA 92706
SA- 1
Main Valve Type
Model
Size inch
Function
Stock No.
Catalog No.
Bypass
Main Unit
Globe
12
Bypass
TV3564
12-90
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
Pilot One
Pressure Sustaining
Main Valve Type
Model
Size inch
Function
Stock No.
Catalog No.
Pressure
Main Unit
Globe
16
Pressure Reducing
90-01-1747F
16-90-01AB
Reducing
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
Pilot One
3/8
30-300
Pressure Reducing
71943-04H
CRD
SE Corner Bristol St & First St, Santa Ana CA 92701
SA-2
Main Valve Type
Model Size inch
Function
Stock No.
Catalog No.
Main Unit
Globe
12
TV 8564
96
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
Bypass
Pilot One
1/2
Pressure Sustaining
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
Pilot Two
1/2
Flow Control
1300 W McFadden. Santa Ana. CA 92704
SA-3
Main Valve Type
Model Size inch
Function
Stock No.
Catalog No.
Main Unit
Globe
10
30721
10-91
Bypass
Pilot One
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
1/2
7683002F
CDNS11A
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
Pilot Two
1/2
Motor Operator
CRA
1206 3/4 W. Warner Ave. Santa Ana, CA 92707
SA-4
Main Valve Type Model Size inch Function Stock No. Catalog No.
Main Unit
Globe 30 TV 356-2 12-90
Size inch Spring Rate (psi) Function Stock No. Catalog No.
Bypass
Pilot One
30-300 829130H CRD10A
Size inch Spring Rate (psi) Function Stock No. Catalog No.
Pilot Two
3/8 34857 CDHS2
Page 2
Appendix A
2301 N Tustin Ave, Santa Ana, CA 92705
SA-6
Main Unit
Main Valve Type
Bailey
Model
Size inch
16
Function
Stock No.
Catalog No.
North Valve
Pilot One
Size inch
3/8
Spring Rate (psi)
30-300
Function
Pressure Sustaining
Stock No.
829130H
Catalog No.
CRD10A
Pilot Two
Size inch
3/8
Spring Rate (psi)
Function
Flow Control
Stock No.
7683002F
Catalog No.
CDHSIIA
Main Unit
Main Valve Type
Globe
Model
300G
Size (inch)
10
Function
Stock No.
2331601B
Catalog No.
6-49-01ABDKCE
Middle Valve
Pilot One
Size (inch)
3/8
Spring Rate (psi)
30-300
Function
Pressure Sustaining
Stock No.
7974404B
Catalog No.
CRA
Pilot Two
Size (inch)
3/8
Spring Rate (psi)
Function
Flow Control
Stock No.
7683002F
Catalog No.
CDHSIIA
Main Unit
Main Valve Type
Hytrol
Model
10OG
Size inch
6
Function
Stock No.
23315001D
Catalog No.
6-49-01ABDKCE
South Valve
Pilot One
Size inch
3/8
Spring Rate (psi)
30-300
Function
Pressure Sustaining
Stock No.
7974404B
Catalog No.
CRA
Pilot Two
Size inch
3/8
Spring Rate (psi)
Function
Flow Control
Stock No.
7683002F
Catalog No.
CDHSIIA
Main Unit
Main Valve Type
Hytrol
Model
100G
Size (inch)
8
Function
Relief Pressure
Stock No.
50-01-101D
Catalog No.
8-50-01B
Pressure Relief
Pilot One
Size (inch)
1/2
Spring Rate (psi)
20-200
Function
Pressure Relief
Stock No.
79222-02C
Catalog No.
CRL
Pilot Two
Size (inch)
3/8
Spring Rate (psi)
Function
Flow Control
Stock No.
7683002F
Catalog No.
CDHSIIA
2215 Ritchey St., Santa Ana CA 92705
SA-7
Main Valve Type
Model
Size inch
Function
Stock No.
Catalog No.
Main Unit
5
10
2331601E
8-49-01ABDKCE
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
Valve One
Pilot One
3/8
1683021
CDNSIIA
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
Pilot Two
3/8
30-300
7974404E
CRA
Main Valve Type
Model
Size (inch)
Function
Stock No.
Catalog No.
Main Unit
10
2331701K
6-49-01ABDKCE
Size (inch)
Spring Rate (psi)
Function
Stock No.
Catalog No.
Middle Valve
Pilot One
3/8
7683002F
CDNSIIA
Size (inch)
Spring Rate (psi)
Function
Stock No.
Catalog No.
Pilot Two
3/8
30-300
7974404E
CRA
Main Valve Type
Model
Size inch
Function
Stock No.
Catalog No.
Relief Valve
Main Unit
S
8
50-01-101D
8-50-01B
Size inch
Spring Rate (psi)
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200
Pressuer Relief
79222-02C
CRL
Page 3
Cla-Val_Appendix A
Pump Stations and Reservoirs
2736 N Cambridge St. Santa Ana, CA 90701
Cambridge Station
Main Valve Type
Model Size inch
Function
Stock No.
Catalog No.
Main Unit
Hytrol
100-01 8
Pressure Relief
100-01-4768F
100-01
Bypass
Size
Spring Rate
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200 psi
Pressure Relief
79222-02C
CRL
1730 S. Santa Fe, Santa Ana, CA 92705
East Station
Main Valve Type
Model
Size
Function
Stock No.
Catalog No.
Main Unit
Globe
52-03
loin
Pressure Relief
73064-06
SOK
Pressure Relief
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot One
1/2
Pressure Relief
Main Valve Type
Model
Size
Function
Stock No.
Catalog No.
Main Unit
Hytrol
131-
14in
72862-06
206-3A-IARC
Altitude
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot One
3/8
30-130 psi
C9320
CRA
2401 N Bristol St, Santa Ana, CA 92706
Garthe Station
Main Valve Type
Model Size
Function
Stock No.
Catalog No.
Main Unit
Globe
12 in
Bypass
210-13-37C
12-210-13BH
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Bypass
Pilot One
1/2
20-200 psi
Pressure Sustaining
79222-02C
CRL
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot Two
5-40 psi
Level Control
1043801J
CDS5
Main Valve Type
Model Size
Function
Stock No.
Catalog No.
Main Unit
Globe
12 in
Pressure Relief
50-01-1196
12 50 01 B
Pressure Relief
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200 psi
Pressure Relief
79222-02C
CRL
730 E Memory Ln, Santa Ana, CA 92706
Crooke Station
Main Valve Type
Model Size
Function
Stock No.
Catalog No.
Main Unit
Hytrol
100G Bin
Bypass
58-01-272E
8-58-01B
Bypass
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200 psi
Pressure Relief
79222-02C
CRL
Page 1
Cla-Val_Appendix A
1727 W Alton Ave, Santa Ana, CA 92705
South Station
Main Valve Type
Model
Size
Function
Stock No.
Catalog No.
Main Unit
Globe
14in
Bypass
62199
206-3A-1RX
Size inch
Spring Rate
Function
Stock No.
Catalog No.
North Bypass
Pilot One
3/4
65-180 psi
Pressure Sustaining
C9294
CRL5
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot Two
3/8
30-130 psi
C9320
CRA
Main Valve Type
Model
Size
Function
Stock No.
Catalog No.
Main Unit
14in
Bypass
62199
206-3A-1RX
South Bypass
Size inch
Spring Rate
Function
Stock No.
Catalog No.
(Out of Service)
Pilot One
3/4
65-180 psi
Pressure Sustaining
C9294
CRL5
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot Two
3/8
30-130 psi
C9320
CRA
Main Valve Type
Model
Size
Function
Stock No.
Catalog No.
Main Unit
Globe
10 in
Pressure Relief
45558
10-6-50-KS
Pressure Relief
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot One
3/4
65-180 psi
Pressure Relief
C9294
CRL5
723 W Walnut St, Santa Ana, CA 92701
Walnut Station
Main Valve Type
Model Size
Function
Stock No.
Catalog No.
Main Unit
Globe
Bin
Bypass
C-8028
8-100
Bypass
Size inch
Spring Rate Control Settings
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200 psi 73 psi
Pressure Relief
79222-02
CRL
201 S. Mountain View, Santa Ana, CA 92704
West Station
Main Valve Type
Model Size
Function
Stock No.
Catalog No.
Main Unit
Globe
52-03 loin
Pressure Relief
73064-06
50K
Pressure Relief
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot One
1/2
Pressure Relief
Main Valve Type
Model Size
Function
Stock No.
Catalog No.
Main Unit
Hytrol
131-XX 16 in
72862-06
206-3A-IARC
Altitude
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot One
3/8
30-130 psi
C9320
CRA
14th St. & Poinsetta St, Santa Ana, CA 92701
Elevated Tank
Main Valve Type Model Size Function Stock No. Catalog No.
Main Unit
Globe 210-01 16 in Pressure Relief 73064-06 50K
Altitude
Size inch Spring Rate Function Stock No. Catalog No.
Pilot One
1/2 Pressure Relief
Page 2
Cla-Val_Appendix A
System Wells
730 E Memory Ln, Santa Ana, CA 92706
Well 28
Main Valve Type
Model
Size
Function
Stock No.
Catalog No.
Blow Off
Main Unit
Globe
6in
Blow Off
TV-4940
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot One
1/2
50-150 psi
Pressure Relief
C9288
CRL
1718 N Sydney PI, Santa Ana CA 92706
Well 35
Main Valve Type
Model
Size
Function
Stock No.
Catalog No.
Main Unit
Angle
2100G
8in
Blow Off
50-01-1414C
8-50-018
Blow Off
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200 psi
Pressure Relief
79222-02C
CRL
2007 W McFadden, Santa Ana CA 92704
Well 37
Main Valve Type
Model
Size
Function
Stock No.
Catalog No.
Blow Off
Main Unit
Angle
2100G
8in
Blow Off
50-01-1414C
8-50-018
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200 psi
Pressure Relief
79222-02C
CRL
2736 N Cambridge St, Santa Ana, CA 90701
Well38(Pending
Construction
Main Valve Type
Model
Size Function
Stock No.
Catalog No.
Main Unit
Angle
8 Blow Off
136-03-2828B
136-03BMPVY
Blow Off
Pilot One
Size inch
Spring Rate
Function
Stock No.
Catalog No.
1/2
20-200 psi
Pressure Relief
79222-02C
CRL
1753 E. Fruit St, Santa Ana, CA 92701
Well 40
Main Valve Type
Model Size
Function
Stock No.
Catalog No.
Blow Off
Main Unit
Deep Well Pump
10"
Blowoff
61-02-452F
61-02
Control
Main Valve Type
Model Size
Function
Stock No.
Catalog No.
Main Unit
X102 Flow Limiter
10"
52-03-982A
52-03
Surage
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Anticipator
Pilot One
1/2"
20-200 psi
Pressure Relief
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot Two
3/8"
30-300 psi
Pressure Relief
Well 40 PFAS Train 1
Main Valve Type
Model Size
Function
Stock No.
Catalog No.
Blow Off
Main Unit
Hytrol
50-01 4"
Blowoff
50-01-10916C
50-01BP
Main Valve Type
Model Size
Function
Stock No.
Catalog No.
Blow Off
Main Unit
Hytrol
50-01 4"
Blowoff
50-01-10916C
50-01BP
Well 40 PFAS Train 2
Main Valve Type
Model Size
Function
Stock No.
Catalog No.
Blow Off
Main Unit
Hytrol
50-01 4"
Blowoff
50-01-10916C
50-01BP
Main Valve Type
Model Size
Function
Stock No.
Catalog No.
Blow Off
Main Unit
Hytrol
50-01 4"
Blowoff
50-01-10916C
50-01BP
907 3/4 N. Flower St, Santa Ana, CA 92703
Well 41
Main Valve Type
Model
Size
Function
Stock No.
Catalog No.
Blow Off
Main Unit
Deep Well Pump
8"
Blow Off
61-02
Control
Main Valve Type
Model
Size
Function
Stock No.
Catalog No.
Main Unit
X102 Flow Limiter
8"
Surage Anticipator
840A
52-03
Surage
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Anticipator
Pilot One
1/2
20-200 psi
Pressure Relief
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot Two
3/8"
30-300 psi
Pressure Relief
Cla-Val_Appendix A
Reservoir Wells
2736 N Cambridge St, Santa Ana, CA 90701
Well 24
Main Valve Type
Model
Size
Function
Stock No.
Catalog No.
Blow Off
Main Unit
Angle
2100G
8in
Blow Off
50-01-14140
50-01B
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200 psi
Pressure Relief
79222-02C
CRL
907 3/4 N. Flower St, Santa Ana, CA 92703
Well 27
Main Valve Type
Model
Size
Function
Stock No. Catalog No.
Main Unit
Deep Well Pump
8"
Blow Off
61-02
Blow Off
Control
Size inch
Spring Rate
Function
Stock No. Catalog No.
Pilot One
1/2
20-200 psi
Pressure Relief
79222-02C CRL
1727 W Alton Ave, Santa Ana, CA 92705
Well 34
Main Valve Type
Model
Size
Function
Stock No.
Catalog No.
Main Unit
Angle
6 in
Blow Off
50-01-480B
6-50-01B
Blow Off
Size inch
Spring Rate
Function
Stock No.
Catalog No.
Pilot One
1/2
20-200 psi
Pressure Relief
79222-02C
CRL
EXHIBIT 2
AGREEMENT TO PROVIDE FLOW CONTROL VALVE MAINTENANCE,
REHABILITATION, AND REPLACEMENT SERVICES
THIS AGREEMENT is made and entered into on this 6th day of August 2024 by and
between Griswold Industries dba Cla-Val ("Contractor"), and the City of Santa Ana, a charter
city and municipal corporation organized and existing under the Constitution and laws of the
State of California ("City").
RFCTTAT,C
A. On April 11, 2024, the City issued Request for Proposal No. 24-050, by which it sought a
contractor to provide preventative maintenance, rehabilitation, and replacement services
for the City's water pressure reducing and pressure sustaining valves.
B. Contractor submitted a proposal that was selected by the City. Contractor represents that it
is able and willing to provide the services described in the scope of work that was included
in RFP No. 24-050.
C. In undertaking the performance of this Agreement, Contractor represents that it is
knowledgeable in its field and that any services performed by Contractor under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Contractor shall perform during the term of this Agreement, the tasks and obligations
including all labor, materials, tools, equipment, and incidental customary work required to fully
and adequately complete the services described and set forth in Scope of Services - Exhibit A,
attached hereto and incorporated by reference.
2. COMPENSATION
a. City agrees to pay, and Contractor agrees to accept as total payment for its services for
City, the rates and charges identified in Compensation - Exhibit B. The total amount
to be expended during the term of this Agreement shall not exceed $1,250,000.
b. Payment by City shall be made within forty-five (45) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. Payment
need not be made for work which fails to meet the standards of performance set forth
in the Recitals which may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above for an initial three-year
Page 1 of 10
term and terminate on August 5, 2027, unless terminated earlier in accordance with Section
16, below. The term of this Agreement may be extended for a single, two-year extension
upon a writing executed by the City Manager and City Attorney.
4. PREVAILING WAGES
Contractor is aware of the requirements of California Labor Code Section 1720, et seq.,
and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq.,
("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the
performance of other requirements on "public works" and "maintenance" projects. If the services
being performed are part of an applicable "public works" or "maintenance" project, as defined by
the Prevailing Wage Laws, and the total compensation is $1,000 or more, Contractor agrees to
fully comply with such Prevailing Wage Laws. Contractor shall defend, indemnify and hold the
City, its elected officials, officers, employees and agents free and harmless from any claim or
liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
5. INDEPENDENT CONTRACTOR
Contractor shall, during the entire term of this Agreement, be construed to be an
independent Contractor and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer -employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Contractor
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Contractor shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Contractor shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Contractor under this Agreement ("Documents & Data"). Contractor
shall require all subcontractors to agree in writing that City is granted a non-exclusive and
perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Contractor represents and warrants that Contractor has the legal right to license any and all
Documents & Data. Contractor makes no such representation and warranty in regard to
Documents & Data which were provided to Contractor by the City. City shall not be limited in
any way in its use of the Documents and Data at any time, provided that any such use not within
the purposes intended by this Agreement shall be at City's sole risk.
7. INSURANCE
Page 2 of 10
Prior to undertaking performance of work under this Agreement, Contractor shall maintain
and shall require its subcontractors, if any, to obtain and maintain insurance as described below
for the entire Term of this Agreement against claims for injuries to persons or damage to property
which may arise from or in connection with services, products and materials supplied to City.
Total cost of such insurance shall be borne by Contractor.
a. Minimum Scope and Limit of Insurance
1. Commercial General Liability (CGL): Insurance Services Office Form CG
00 01 covering CGL on an "occurrence" basis, including products and
completed operations, property damage, bodily injury and personal &
advertising injury with limits no less than $1,000,000 per occurrence and
$2,000,000 aggregate. Required policy limits can be met with primary and
umbrella/excess insurance policies.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code
1) with a limit no less than $1,000,000 combined single limits.
3. Workers' Compensation: as required by the State of California, with Statutory
Limits, and Employer's Liability Insurance with limit of no less than
$1,000,000 per accident for bodily injury or disease.
4. Broader Coverage: if the Contractor maintains broader coverage and/or
higher limits than the minimums shown above, the City requires and shall be
entitled to the broader coverage and/or the higher limits maintained by the
Contractor. Any available insurance proceeds in excess of the specified
minimum limits of insurance and coverage shall be available to the City.
b. Other Insurance Provisions
1. Additional Insured Status: The City, its City Council, its officers, officials,
employees, and volunteers are to be covered as additional insureds on the
Contractor's CGL, Professional Liability, and Automobile Liability policies,
with respect to liability arising out of work or operations performed by or on
behalf of the Contractor including materials, parts, or equipment furnished in
connectionwith such work or operations.
2. Waiver of Subrogation: Contractor hereby grants to City a waiver of any right
to subrogation that any insurer of said Contractor may acquire against the City
by virtue of the payment of any loss under such insurance. Contractor agrees
to obtain any endorsement that may be necessary to affect this waiver of
subrogation, but this provision applies regardless of whether or not the City has
received a waiver of subrogation endorsement from the insurer.
Page 3 of 10
3. Primary Coverage: For any claims related to this contract, the Contractor's
insurance coverage shall be primary. Any insurance or self-insurance
maintained by the City, its officers, officials, employees, or volunteers shall be
excess of the Contractor's insurance and shall not contribute with it.
4. Severability of Interest: A severability of interest provision must apply for all
the additional insureds, ensuring that Contractor's insurance shall apply
separately to each insured against whom a claim is made or suit is brought,
except with respect to the insurer's limits of liability.
5. Notice of Cancellation: Each insurance policy required above shall provide
that coverage shall not be canceled, voided, reduced in coverage or in limits,
non -renewed by the carrier, or materially changed except after thirty (30) days
prior written notice has been given to City. Ten (10) days prior written notice
shall be provided to City for policy cancellation or non -renewal due to non-
payment of premium.
6. Self -Insured Retentions: Self -insured retentions must be declared to and
approved by the City. The City may require Contractor to purchase coverage
with a lower retention or provide proof of ability to pay losses and related
investigations, claim administration, and defense expenses within the retention.
7. Acceptability of Insurers: Insurance is to be placed with insurers authorized
to conduct business in the state with a current A.M. Best's rating of no less
than A:VII, unless otherwise acceptable to the City.
8. Claims Made Policies: If any of the required policies provide coverage on a
claims -made basis: (1) the Retroactive Date must be shown and must be before
the date of the contract; (2) Insurance must be maintained and evidence of
insurance must be provided for at least three years after completion of work;
(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, Contractor must purchase "extended reporting" coverage for a minimum
of three years after completion of work.
9. Verification of Coverage: Contractor shall furnish the City with original
Certificates of Insurance including all required amendatory endorsements (or
copies of the applicable policy language effecting coverage requiredby this
clause) and a copy of the Declarations and Endorsement Page of the CGL policy
listing all policy endorsements to City before work begins. However, failure to
obtain the required documents prior to the work beginning shall not waive the
Contractor's obligation to provide them.
The City reserves the right to require complete, certified copies of all required
insurance policies,including endorsements required by these specifications, at
any time.
Page 4 of 10
10. Subcontractors: Contractor shall require and verify that all subcontractors
maintain insurance meeting all the requirements stated herein, and Contractor
shall ensure that City is an additional insured on insurance required from
subcontractors.
11. Special Risks or Circumstances: City reserves the right to modify these
requirements, including limits, based on the nature of therisk, prior experience,
insurer, coverage, or other special circumstances.
8. INDEMNIFICATION
Contractor agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, contractors, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the
negligent operations of the Contractor, its subcontractors, agents, employees, or other persons
acting on its behalf which relates to the services described in section 1 of this Agreement; and (2)
from any claim that personal injury, damages, just compensation, restitution, judicial or equitable
relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and
hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial
or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in
this Section or by reason of the terms of, or effects, arising from this Agreement. The Contractor
further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including
fees and costs for special counsel to be selected by the City, regarding any action by a third party
challenging the validity of this Agreement, or asserting that personal injury, damages, just
compensation, restitution, judicial or equitable relief due to personal or property rights arises by
reason of the terms of, or effects arising from this Agreement. City may make all reasonable
decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing,
to the extent Contractor's services are subject to Civil Code Section 2782.8, the above indemnity
shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of,
pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Contractor shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States'
letters patent, trademark, or copyright infringement, including costs, contained in the work product
or documents provided by Contractor to the City pursuant to this Agreement.
10. RECORDS
Contractor shall keep records and invoices in connection with the work to be performed
under this Agreement. Contractor shall maintain complete and accurate records with respect to
the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
Page 5 of 10
law, from the date of final payment to Contractor under this Agreement. All such records and
invoices shall be clearly identifiable. Contractor shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Contractor shall allow inspection of all
work, data, documents, proceedings, and activities related to this Agreement for a period of three
(3) years from the date of final payment to Contractor under this Agreement.
11. CONFIDENTIALITY
If Contractor receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Contractor agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
further agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. "Confidential Information" shall include all
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the
Contractor disclosed in a publicly available source; (c) is in rightful possession of the Contractor
without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e)
is independently developed by the Contractor without reference to information disclosed by the
City.
12. CONFLICT OF INTEREST CLAUSE
Contractor covenants that it presently has no interests and shall not have interests, direct or
indirect, which would conflict in any manner with performance of services specified under this
Agreement.
13. NON-DISCRIMINATION
Contractor shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic
information, or military and veteran status, age, national origin, ancestry, or disability, as defined
and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization,
promotion, termination or other employment related activities or any services provided under this
Agreement. Contractor affirms that it is an equal opportunity employer and shall comply with all
applicable federal, state and local laws and regulations.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Contractor, and supersedes any and all other agreements, oral or written, between the parties. In
the event of a conflict between the terms of this Agreement and any attachments hereto, the terms
of this Agreement shall prevail. This Agreement may not be modified except by written instrument
Page 6 of 10
signed by the City and by an authorized representative of Contractor. The parties agree that any
terms or conditions of any purchase order or other instrument that are inconsistent with, or in
addition to, the terms and conditions hereof, shall not bind or obligate Contractor or the City. Each
party to this Agreement acknowledges that no representations, inducements, promises or
agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any
party, which is not embodied herein.
15. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Contractor,
Contractor may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City and any such assignment, transfer, delegation or subcontract without
the City's prior written consent shall be considered null and void. Nothing in this Agreement shall
be construed to limit the City's ability to have any of the services which are the subject to this
Agreement performed by City personnel or by other Contractors retained by City.
16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Contractor shall be entitled to receive and the City shall pay Contractor
compensation for all services performed by Contractor prior to receipt of such notice of
termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Contractor to
deliver to the City all work product(s) completed as of such date, and in such case
such work product shall be the property of the City unless prohibited by law, and
Contractor consents to the City's use thereof for such purposes as the City deems
appropriate.
b. Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
17. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or
granted by the provisions of this Agreement shall be effective unless it is in writing and signed by
the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or
remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not
similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
18. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both parties further agree that
Orange County, California, shall be the venue for any action or proceeding that may be brought or
arise out of, in connection with or by reason of this Agreement.
Page 7 of 10
19. PROFESSIONAL LICENSES
Contractor shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other governmental agencies. Contractor shall notify the City immediately and
in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement.
20. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement
shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
To City:
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Executive Director, Water Resources
Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
To Contractor:
Griswold Industries
Attn: David Koeblitz, CFO and
John Link, EVP
1701 Placentia Avenue
Costa Mesa, CA 92627
A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
Page 8 of 10
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four (24) hours after the time set forth on the transmission report issued by the
transmitting facsimile machine, addressed as set forth above. For purposes of calculating these
time frames, weekends, federal, state, County or City holidays shall be excluded.
21. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the
power, authority and right to bind their respective parties to each of the terms of
this Agreement, and shall indemnify City fully, including reasonable costs and
attorney's fees, for any injuries or damages to City in the event that such authority
or power is not, in fact, held by the signatory or is withdrawn.
b. The Agreement is the final and complete agreement and any prior or
contemporaneous agreements for similar services between the parties is superseded
by this Agreement. This shall not apply where the Parties are currently engaged
and Contractor is providing services not contemplated by this Agreement.
All Exhibits referenced herein and attached hereto shall be incorporated as if fully
set forth in the body of this Agreement.
[signature page follows]
Page 9 of 10
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
Jennifer L. Hall
City Clerk
APPROVED AS TO FORM:
SOMA R. CARVALHO
City Attorney
By:
Kyle Nalesen
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
Nabil Saba
Executive Director
Public Works Agency
CITY OF SANTA ANA
Alvaro Nunez,
Acting City Manager
CONTRACTOR:
Digitally signed by David Koeblitz,
David Koeblitz, CFO CFO
Date: 2024.07.0912:19:24 -0700-
David Koeblitz
CFO
719124
An Link
Executive Vice President
Page 10 of 10
EXHIBIT A
SCOPE OF SERVICES
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
SCOPE OF WORK
Introduction and Background:
The City of Santa Ana is located in the heart of Orange County, California and is approximately
27 square miles. The City provides potable drinking water for all of the City's residents and
businesses. The City's water production system consists of 22 wells, 4 pressure control stations,
7 Metropolitan Water District connections, 7 water booster stations and 8 reservoirs and 2
sanitary sewer lift stations. Control and monitoring of the water system and sewer facilities is
coordinated via the City SCADA system using a series of radios to send and receive data from
remote locations to the City Home SCADA control room. Flow and pressure control through the
water system is achieved using Cla-Val valves per Appendix A.
Description of Work:
The City is requesting proposals for the purpose of rehabilitating, replacing and maintaining all
Cla-Val pressure control valves within the water production facilities. All replacement and
procured valves in the contract shall be Cla-Val, no exceptions. The contract term shall be for
three years with a City option to renew for one additional 2-year term. The Contractor will be
expected to hold firm pricing on all contract items supplied for the duration of the contract. Labor
increases shall be subject to mutually agreeable terms between the City and the Contractor. The
Contractor shall provide all labor, materials, services, and equipment necessary for flow control
valve maintenance, repair, and procurement services. All work shall be in accordance with
applicable practices and shall conform to all applicable laws, codes and regulations.
In addition, the Contractor must be able to respond to City's request for emergency repair work
on a timely manner. Business hours are considered from 7:00 A.M. to 5:00 P.M. (Monday
through Friday). Any time outside of business hours of operation may be considered after
hours/weekends. All services, equipment and materials provided by the Consultant must be in
accordance with all applicable Federal, State and local regulations, laws, and codes. The City
reserves the right to modify the scope of the project at any time.
Contractor Responsibilities:
I. INSPECTION/PREVENTATIVE MAINTANENCE SERVICES (BID ITEMS 1-3)
Inspection services shall include annual examination of all valves and any pilot valve systems
associated with the valves listed in Appendix A. The Contractor shall perform preventative
maintenance every 12 months at each valve system in order to elongate the lifespan of the
valves and to determine how the operating conditions of the system are affecting the valve. In
addition to preventative maintenance, the Contractor shall, upon request from the City, deploy
to any valve and/or pilot valve site and perform a working inspection of the existing valve if the
City encounters any valve operational issues.
The preventative maintenance inspection shall verify the working condition of the valve.
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 14
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
Preventative maintenance should consist of, but is not limited to the following:
a. Removal of lime deposits/mineral buildup from the valve stem and other metal
parts
b. Inspect parts (diaphragm, pilot valves, disk plate, solenoids, valve body, tubing,
anti -cavitation parts (knock -outs), etc.)
c. Calibrate pilot control settings (pressure and flow, altitude valves, etc.)
d. Maintain and clean the strainers and valve body
e. Exercise the valves
f. Check the pilot tubing for leaks
g. Inspect pilot disc retainers
h. Confirm that the diaphragm assembly is properly functioning
Preferably, preventative maintenance should be accomplished without removing the valve from
the line. However, if removal of the valve is required, the Contractor shall notify City staff prior
to performing the work. Upon completion of inspection and maintenance services, the Contractor
shall also ensure all tags and/or reference markers on valves and appurtenances are up to date
with the most accurate information such as model number, serial number, etc.
In the event, the Contractor encounters outdated valves in need of replacement, the Contractor
shall recommend retrofitting old valves with up to date new valves that meet or surpass industry
standards.
Within ten (10) business days of completing maintenance services on the City's Cla-Val's, the
Contractor shall provide a service report to the City of Santa Ana. The Contractor shall follow up
with City personnel and notify City staff on any issues encountered in the field regarding requiring
additional parts. The Contractor shall state all findings, if any, along with a proposed scope of
work and complete cost estimates for any recommended equipment repairs and/or replacement.
II. REPAIR SERVICES (BID ITEMS 4-9)
The Contractor shall repair or replace any parts of the valve found to be worn or otherwise in
need of replacement. All internal parts of the valve shall be cleaned of mineral deposits prior to
reassembly of the valve. When required (typically every 5 years), complete valve
rebuilds/rehabilitations should be performed in which the main valve and its respective pilot
controls are cleaned internally, all rubber parts are replaced, and all metal parts replaced where
needed. All repairs and rehabilitations shall be made in accordance with Cla-Val guidelines and
as directed by the City.
The Contractor shall be factory trained in maintaining all piloting systems offered by Cla-Val and
shall fix/repair all piloting systems in accordance with Cla-Val guidelines and as directed by the
City. Work under this section shall also include full valve replacement complete with all
necessary pilot systems and/or electronic controls.
Valves listed in Appendix A are representative of the majority of the Cla-Val valves in use in the
City but is not a complete listing. The City acknowledges that additional costs will be incurred for
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 15
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
pilot system repairs and will vary depending upon the type of piloting system on each valve.
Assume that a full repair of the valve will include costs for replacement of all parts that could be
replaced in a standard Cla-Val diaphragm valve.
For bidding purposes, assume repair of the following components; replacement of disk and seat
on Cla-Val on the following models for various sizes as listed on the Fee Schedule:
1.
Model90-01
2.
Model50-01
3.
Model52-03
4.
Model 61-02
5.
Model100-01
The Contractor shall solely use Cla-Val parts for replacement, repair, and maintenance of all
components of the City's valves.
III. NEW VALVES AND PROCUREMENT SERVICES (BID ITEMS 10-11)
If the Contractor has determined rehabilitation of a valve system is not feasible or at the City's
direction, replacement of the valve with a new valve shall take place. Furthermore, if the cost to
repair the valve exceeds 50% of the cost to replace, replacement of the valve with a new valve
shall take precedence. When work includes the replacement of valves, the Contractor shall be
responsible for removal of the existing valve and installation of the new replacement valve. The
Contractor shall also be responsible for supply, installation, calibration and testing of the new
replacement valve.
IV. INSTRUMENTATION AND CONTROL SERVICES
The Contractor shall also have experience incorporating instrumentation and remote/local valve
control on existing and future valve components in the City. The City currently utilizes electronic
valve controllers (Model VC-22D), which serves as an interface between the City's SCADA
system, the valve, and other devices installed on or around the valve. The Contractor shall have
expertise in customizing the aforementioned valve controller with the Cla-Val trademarked
standard and customized ValvApps to meet the City's operational requirements specific to each
site. The Contractor shall be able to provide the following customization inputs and outputs for
the valve controllers upon City request:
1.
Valve Regulation
2.
Differential Pressure Monitoring
3.
Retransmission
(1) Analog Inputs
(2) Digital Inputs
4.
Solenoid Outputs
5.
Relay Outputs
6.
Actions/Alarms
7.
Communication
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 16
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
8. Control Logic
V. VALVES TRAINING SERVICES
Upon request, the Contractor shall provide in depth training on flow control valve operation,
maintenance, and repair techniques that optimize staff management of the system. Classes shall
include training materials and resources to further assist City Staff in the operation and
maintenance of the flow control valves specific to the system. Upon request, the Contractor shall
provide training classes in the field and/or in a controlled class setting at certified Cla-Val facilities
following the manufacture's guidelines and operating techniques.
VI. VALUE ADDED RELATED SERVICES
The Contractor may propose additional related services that the City has not specifically
identified in this RFP to accomplish the stated goals of this RFP. Value added related
services will be considered by the City and may or may not be incorporated in the
agreement. All parts and materials must be supplied new and Cla-Val factory approved.
VII. SUBCONTRACTORS
The use of Subcontractors is allowed, but will require approval by City prior to start of any
assigned work. Upon commencement of work, the Contractor shall be responsible for services
provided by any subcontractor as if Contractor were providing the services with its own
organization. When a Subcontractor performs all or any part of the work, a markup shall be
applied to the Subcontractor's actual cost of such work. The Contractor may add a markup of 10
percent on the first $5,000 of the subcontracted portion of the extra work and a markup of 5
percent on work added in excess of $5,000 of the subcontracted portion of the work may be
added by the Contractor.
VIII. PROJECT MANAGEMENT & COORDINATION
When a request for service is issued to the City, the Contractor shall issue an estimate to the
City's designated Project Manager. The Contractor shall not proceed with any work without the
approval of the City's designated project manager.
Contractors shall invoice the City on a monthly basis for all work performed during the period or
provide a one-time invoice at the completion of work issued. Each invoice shall be accompanied
by a summary of tasks performed, contract agreement number, results and progress on long-
term tasks if any.
IX. CODE COMPLIANCE
All materials and workmanship shall be in strict conformity with standards of the latest editions
including revisions of the following:
• American Society of Civil Engineers (ASCE)
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 17
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
• American Society of Mechanical Engineers (ASME)
• State Department of Industrial Safety (CAL/OSHA)
• California Code of Regulations (CCR)
• Local, State, and Federal Building Codes
• City of Santa Ana Standards
X. MINIMUM QUALIFICATIONS
The Contractor shall meet the following minimum qualifications:
1. All work is to be performed in compliance with all applicable codes, ordinances, laws,
standards, due care, and Occupational Safety and Health Administration (OSHA)
safety requirements.
2. Be factory authorized, trained and knowledgeable in Cla-Val valves for maintenance,
operation and installation. (Provide proof of training upon issuance of a contract with
the City)
3. The Consultant shall have a minimum of five (5) years of experience in the services
described in ATTACHMENT 1: SCOPE OF SERVICES.
4. Be confined space entry certified as well as possess state and local permits, licenses
and certificates required by law to commence, carry, and complete the work.
5. Have access to factory direct inventory for replacement parts, new valves and related
appurtenances.
6. Provide all necessary equipment to competently perform and complete work as
specified.
XI. SAFETY
Proposer shall be solely and completely responsible for the condition of the project site, including
safety of all persons and properties during the performance of the work. In addition, proper safety
equipment must be worn at all times. These requirements shall apply continuously until the
contract is terminated and shall not be limited to normal working hours.
The Contractor/Consultant shall assure that each employee or subcontractor under the
contractor's supervision is trained in the work practices necessary to safely perform his or her
job.
XII. INSURANCE REQUIREMENTS
The successful bidders shall furnish the City with original copies of valid insurance policies herein
required upon execution of the contract and shall maintain said policies in full force and effect at
all times during the term of this contract. Said insurance policies shall comply with all
requirements set forth in these specifications. The Contractor shall keep a current certificate of
insurance at the City of Santa Ana at all times and shall immediately report any changes to the
City.
XIII. MARKUP
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 18
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
The following markup percentages shall be added to the Contractor's costs and shall constitute
the markup for all overhead and profits (to the sum of the costs and markups, one (1) percent
shall be added as compensation for bonding):
1) Labor...................................................................................................... 20
2) Materials................................................................................................15
3) Equipment Rental...................................................................................15
4) Other Items and Expenditures................................................................15
XIV. FEE SCHEDULE:
Contractor shall submit a fee schedule as described in Section III.B.3 of RFP. No separately
stated freight or deliveries will be considered. Bidders shall include all costs in the unit price bid.
Furthermore, the Contractor shall submit additional labor, material and rental equipment rates
along with fee schedule. Contractor's labor and equipment rate sheet shall list rates for all labor
designations, equipment, rentals, and materials. The bid items specified in the fee schedule are
for reference purposes only. Labor increases shall be subject to mutually agreeable terms
between the City and the Contractor. The City may request related services that will be paid at
the vendor's standard labor and equipment rate submitted. Fee proposal shall be outlined as
follows:
---End of SCOPE OF WORK Section ---
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 19
EXHIBIT B
COMPENSATION
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
APPENDIX
ATTACHMENT 2: FEE PROPOSAL
Certification - I certify that I have read, understand and agree to the terms and conditions of this
Request for Proposals. I have examined the Scope of Services (Appendix: Attachment 1) and am
familiar with the scope of work. I am familiar with all the existing conditions and limitations that may
impact work requests. I understand and agree that I am responsible for reporting any errors, omissions
or discrepancies to the City for clarification prior to the submission of my proposal.
Proposer shall submit hourly rates schedule, which shall include but not limited to, direct and
indirect costs for labor, for staff per job classification, material, equipment rates, overhead,
incidental supplies, travel, mileage, and fuel. Any special materials will be purchased by the
contractor only after discussed and authorized by the City projects manager or designee in
writing.
Prior to commencement of services, Contractor shall provide separate quotes, upon request by
the City, which shall be approved by the City's Public Works Agency.
TO: CITY COUNCIL OF THE CITY OF SANTA ANA
FROM: 06swoIJ J"K uWfrl s b6A CIA -Val
Bid Item
Unit
Quantity
Unit Price
Amount
1, Labor 1 Man Prevailing Wage
HR
200
$—L!!�' 00
$ ,3s UOD. 00
2. Labor Men Prevailing Wage
HR
200
$ lqD.UU
$ 6g9000.00
3. Travel Per Day
EA
25
$ 3yO.W
$ 00
T
Model 50-01
4, Repair 4" Pressure Control Valve Rubber
EA
20
$ 3as yy
$ b, So g go
Rebuilds for Main Valve and Pilot
- -J
5 Repair 6" Pressure Control Valve Rubber
EA
5
$ SOS ��
$mod y/ ao
Rebuilds for Main Valve and Pilot
6 Repair 8" Pressure Control Valve Rubber
EA
5
1
$ c7k5 ��
$
Rebuilds for Main Valve and Pilot
7 Repair 10" Pressure Control Valve Rubber
EA
2
o c/
$ 6d 0, /Q
$ 1�-31'Q,?0
Rebuilds for Main Valve and Pilot
8. Complete New 4" Model 50-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot 6 yrvOv $ iagj 680•�O
System, Opening &Closing Speed EA 20 $�
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 20
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
9. Complete New 6" Model 50-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot ''JJ
System, Opening &Closing Speed EA 5 $ 7P,00 $
Controls, Up Stream & Downstream T
Pressure Gauges, X101 Valve Position
Indicator
10. Complete New 8" Model 50-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed EA 5
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
11. Complete New 10" Model 50-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed EA 2
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
Model 52-03
12. Repair 10" Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot EA 4
13. Complete New 10" Model 52-03 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed EA 4
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
Model 61-02
14. Repair 10" Pump Control Valve Rubber
Rebuilds for Main Valve and Pilot EA 1
15. Complete New 10" Model 61-02 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed EA 1
Controls, Up Stream & Downstream
Pressure Gauges, X105 Limit Switch
Assembly
$12 00 $ Z10.00
$ 17.� 155 oo $ 3yt 3jo, oo
$ Sby Oo $ 9D� 2S6.00
$ 650./b $ bsoj
$ jq 09a.00 $a�v9a.00
Model 90-01
16. Repair 6" Pressure Control Valve Rubber EA 5 $ 3 ,�I. 6a $ j/ / 5g' qO
Rebuilds for Main Valve and Pilot
17 Repair 8" Pressure Control Valve Rubber EA 5 $ yy9 2 $ a, 2V(O,, qo
Rebuilds for Main Valve and Pilot —�
18 Repair 10" Pressure Control Valve Rubber EA 5 $ fo", po $ 3 330, 00
Rebuilds for Main Valve and Pilot 11
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 21
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
Repair 12" Pressure Control Valve Rubber
EA 5
$— /Z
$ 3, YAX '60
19.Rebuilds
for Main Valve and Pilot
T—
20.
Repair 14" Pressure Control Valve Rubber
EA 2
$ 1 2Z(o, u7
�—
$�•.302
Rebuilds for Main Valve and Pilot
21-
Repair 16" Pressure Control Valve Rubber
EA 2
$� .27 9.9
qq
$ 0�l�97 74
Rebuilds for Main Valve and Pilot
22.
Complete New 6" Model 90-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
EA 2
o 0
$ 8, 7o S UU
1
$ 17/ j 70, 00
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
23.
Complete New 8" Model 90-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
EA 2
$ia 7,K,OU
$ ,25, 570, 00
Controls, Up Stream & Downstream
�—
Pressure Gauges, X101 Valve Position
Indicator
24.
Complete New 10" Model 90-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
EA 2
$ f6� SSiS. 00
$ 3110,00
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
25.
Complete New 12" Model 90-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
EA 2
$q?3/, UO
$
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
26.
Complete New 14" Model 90-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
Yo 999 to ,/ 6w" � O
System, Opening & Closing Speed
EA 2
$
$
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
27.
Complete New 16" Model 90-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
EA 2
�/
$ 13 �5/, C,iV
91—
$ 197 74 00
—T
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 22
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
Model 100-01
28 Repair 8" Pressure Control Valve Rubber EA 2
$ ,DSO. 0
s 701 Z3
Rebuilds for Main Valve and Pilot
29 Repair 10" Pressure Control Valve Rubber EA 2
$ �oZ�� �%
$ 1 ��%�, 32
—
Rebuilds for Main Valve and Pilot
30. Repair 12" Pressure Control Valve Rubber EA 2
$ '70 7.7('
$ �,yis. 52
Rebuilds for Main Valve and Pilot
31. Repair 14" Pressure Control Valve Rubber EA 2
s 204k Z.y
�—
$ 2 9 „r W
Rebuilds for Main Valve and Pilot
32. p EA 2
Repair 16" Pressure Control Valve Rubber
s � � 2-71;.
$
Rebuilds for Main Valve and Pilot
33. Complete New 8" Model 100-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening &Closing Speed EA 2
$ 9 07Y Oo
I
$ I �jgV1 0(!
Controls, Up Stream & Downstream
--�—
Pressure Gauges, X101 Valve Position
Indicator
34. Complete New 10" Model 100-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed EA 2
s 13� 3�,?-00
�J
$ aI J % V0
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
35. Complete New 12" Model 100-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed EA 2
$ Z�27, 0b
s 7�1
3� 6511,"
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
36. Complete New 14" Model 100-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed EA 2
s 24, J78,pp
$ 7613s%. 00
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
37. Complete New 16" Model 100-01 1501b
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot u tGG
System, Opening & Closing Speed EA 2 s 7od�90,00 s O% 76o. (2o
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 23
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
38. Discount off list price on unforeseen % N/A a %
replacement parts
Total $ Y2 8• Sb
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Page 24