HomeMy WebLinkAbout02/25/2019 City Council - Regular Meeting Packet
February 25, 2019 12:14 PM City Council Regular Meeting Agenda Page1 MAYOR
Mayor Roland Velasco
COUNCIL MEMBERS
Marie Blankley
Dion Bracco
Peter Leroe-Muñoz
Carol Marques
Fred Tovar
Cat Tucker
CITY COUNCIL
AGENDA
CITY OF GILROY
CITY COUNCIL CHAMBERS, CITY HALL
7351 ROSANNA STREET
GILROY, CA 95020
REGULAR MEETING 6:00 P.M.
MONDAY, FEBRUARY 25, 2019
CITY COUNCIL PACKET MATERIALS ARE AVAILABLE ONLINE AT www.cityofgilroy.org
AGENDA CLOSING TIME IS 5:00 P.M. THE TUESDAY PRIOR TO THE MEETING
COMMENTS BY THE PUBLIC WILL BE TAKEN ON AGENDA ITEMS BEFORE ACTION IS TAKEN BY
THE CITY COUNCIL. Persons wishing to address the Counc il are requested, but not required, to
complete a Speaker’s Card located at the entrances. Public testimony is subject to reasonable
regulations, including but not limited to time restrictions for each individual speaker. A minimum
of 12 copies of materials should be provided to the City Clerk for distribution to the Council and
Staff. Please limit your comments to 3 minutes.
In compliance with the Americans with Disabilities Act, the City will make reasonable
arrangements to ensure accessibility to this meeting. If you need special assistance to participate
in this meeting, please contact the City Clerk a minimum of 72 hours prior to the meeting at (408)
846-0204. A sound enhancement system is also available for use in the City Council Chambers.
If you challenge any planning or land use decision made at this meeting in court, you may be
limited to raising only those issues you or someone else raised at the public hearing held at this
meeting, or in written correspondence delivered to the City Council a t, or prior to, the public
hearing. Please take notice that the time within which to seek judicial review of any final
administrative determination reached at this meeting is governed by Section 1094.6 of the
California Code of Civil Procedure.
A Closed Session may be called during this meeting pursuant to Government Code Section
54956.9 (d)(2) if a point has been reached where, in the opinion of the legislative body of the City
on the advice of its legal counsel, based on existing facts and circumstance s, there is a
significant exposure to litigation against the City.
Materials related to an item on this agenda submitted to the City Council after distribution of the
agenda packet are available for public inspection with the agenda packet in the lobby of
Administration at City Hall, 7351 Rosanna Street during normal business hours. These materials
are also available with the agenda packet on the City website at www.cityofgilroy.org subject to
Staff’s ability to post the documents before the meeting.
The City Council meets regularly on the first and third Monday of each month, at 6:00 p.m. If a
holiday, the meeting will be rescheduled to the following Monday, with the exception of the single
meeting in July which lands on the first day of the month not a holiday, Friday, Saturday or
Sunday.
City Council Regular Meeting Agenda
02/25/2019 Page2 KNOW YOUR RIGHTS UNDER THE GILROY OPEN GOVERNMENT ORDINANCE
Government's duty is to serve the public, reaching its decisions in full view of the public.
Commissions, task forces, councils and other agencies of the City exist to conduct the
people's business. This ordinance assures that deliberations are conducted before the
people and that City operations are open to the people's review.
FOR MORE INFORMATION ON YOUR RIGHTS UNDER THE OPEN
GOVERNMENT ORDINANCE, TO RECEIVE A FREE COPY OF THE ORDINANCE
OR TO REPORT A VIOLATION OF THE ORDINANCE, CONTACT THE OPEN
GOVERNMENT COMMISSION STAFF AT (408) 846-0204 or
shawna.freels@cityofgilroy.org
I. OPENING
A. Call to Order
1. Pledge of Allegiance
2. Invocation
3. City Clerk's Report on Posting the Agenda
4. Roll Call
B. Orders of the Day
C. Employee Introductions
II. CEREMONIAL ITEMS
A. Proclamations, Awards, and Presentations
III. PRESENTATIONS TO THE COUNCIL
PUBLIC COMMENT BY MEMBERS OF THE PUBLIC ON ITEMS NOT ON THE
AGENDA BUT WITHIN THE SUBJECT MATTER JURISDICTION OF THE CITY
COUNCIL (This portion of the meeting is reserved for persons desiring to address the Council
on matters not on this agenda. The law does not permit Council action or extended discussion of
any item not on the agenda except under special circumstances. If Council action is requested, the
Council may place the matter on a future agenda. Written material provided by public members for
Council agenda item “public comment by Members of the Public on items not on the agenda” will be
limited to 10 pages in hard copy. An unlimited amount of material may be provided electronically.)
City Council Regular Meeting Agenda
02/25/2019 Page3 IV. REPORTS OF COUNCIL MEMBERS
Council Member Bracco – Gilroy Downtown Business Association Board (alternate),
Gilroy Sister Cities Association (alternate), Santa Clara Co. Library JPA, SCVWD Joint
Council-SCRWA-Board Water Resources Committee, South County Joint Planning
Advisory Committee (alternate), South County Regional Wastewater Authority, South
County Youth Task Force Policy Team (alternate), Street Naming Committee
Council Member Tucker –CalTrain Policy Group, General Plan Advisory Committee,
Santa Clara Valley Habitat Agency Governing Board, Santa Clara Valley Habitat
Agency Implementation Board, Street Naming Committee, Visit Gilroy Board
Council Member Blankley - ABAG, Cities Association of Santa Clara Co. Board of
Directors (alternate), Economic Development Corporation Board, Gilroy Sister Cities
Association, Gilroy Youth Task Force (alternate), SCVWD Joint Council-SCRWA-Board
Water Resources Committee, South County Regional Wastewater Authority, VTA Board
of Directors Alternate, VTA Policy Advisory Committee, VTA South County City Group
Council Member Marques - Gilroy Downtown Business Association Board, Santa
Clara Valley Habitat Agency Governing Board (alternate), Santa Clara Valley Habitat
Agency Implementation Board (alternate), Silicon Valley Clean Energy JPA Board
(alternate), URM Task Force Sub-Committee, VTA Committee for Transit Accessibility
(alternate)
Council Member Tovar –Santa Clara Co. Expressway Plan 2040 Policy Advisory
Board, Santa Clara Co. Library JPA (alternate), Santa Clara Valley Habitat Agency
Governing Board, Santa Clara Valley Habitat Agency Implementation Board, SCVWD
Water Committee (alternate), Silicon Valley Clean Energy JPA Board, South County
Regional Wastewater Authority, South County United for Health, Street Naming
Committee, VTA Committee for Transit Accessibility, VTA Policy Advisory Committee
(alternate)
Council Member Leroe-Muñoz - ABAG (alternate), CalTrain Policy Group (alternate),
Gilroy Youth Task Force, Historic Heritage Committee, SCVWD Water Committee,
Silicon Valley Regional Interoperability Authority Board, South County Youth Task Force
Policy Team, VTA Mobility Partnership
Mayor Velasco - Cities Association of Santa Clara Co. Board of Directors, Economic
Development Corporation Board, General Plan Advisory Committee, Gilroy Gardens
Board of Directors, Historic Heritage Committee (alternate), South County Joint
Planning Advisory Committee, South County Regional Wastewater Authority (alternate),
URM Task Force Sub-Committee, VTA Mobility Partnership, VTA South County City
Group (alternate)
V. FUTURE COUNCIL INITIATED AGENDA ITEMS
VI. CONSENT CALENDAR (ROLL CALL VOTE)
All matters listed under the Consent Calendar are considered by the City Council to be routine
and will be enacted by one motion. There will be no separate discu ssion of these items unless a
request is made by a member of the City Council or a member of the public. Any person desiring
to speak on any item on the consent calendar should ask to have that item removed from the
consent calendar prior to the time the Council votes to approve. If removed, the item will be
discussed in the order in which it appears.
City Council Regular Meeting Agenda
02/25/2019 Page4 A. Minutes of the January 28, 2019 Regular Meeting
B. Minutes of the February 4, 2019 Regular Meeting
C. Claim of Geraldine Perez (The City Administrator recommends a “yes” vote
under the Consent Calendar shall constitute the denial of the claim)
D. Approval of Gilroy Board, Commission, and Committee Handbook
VII. BIDS AND PROPOSALS
A. Award Contract to Honeywell Building Solutions in the Amount of $389,303
for HVAC Maintenance Services, Project No. 19-RFP-FAC-421
1. Staff Report: Girum Awoke, Public Works Director
2. Public Comment
3. Possible Action:
Approve a three-year contract with Honeywell Building Solutions for HVAC
services, with an option to extend an additional two years, in an amount of
$389,303 ($124,981 in year one, $128,730 in year two, and $132,592 in year
three), with a contingency of 15% ($58,396), and authorize the City Administrator
to execute the agreement and related documents.
VIII. PUBLIC HEARINGS-NONE
IX. UNFINISHED BUSINESS
A. Adoption of an Ordinance of the City Council of the City of Gilroy Deleting
Gilroy City Code Sections 17A.24 (6) and (8), Which Currently Prohibit
Reliance on California Government Code Section 6255 (introduced 2/11/19
with a 6-0-1 vote, Council Member Tovar absent)
1. Staff Report: Andy Faber, City Attorney
2. Public Comment
3. Possible Action:
Motion to adopt an ordinance of the City Council of the City of Gilroy deleting
Gilroy City Code Sections 17A.24 (6) and (8), which currently prohibit reliance on
Government Code Section 6255
X. INTRODUCTION OF NEW BUSINESS - NONE
XI. CITY ADMINISTRATOR'S REPORTS
XII. CITY ATTORNEY'S REPORTS
XIII. CLOSED SESSION
A. PUBLIC EMPLOYEE PERFORMANCE EVALUATION Pursuant to
Government Code Section 54957 and Gilroy City Code Section 17A.8 (a) (4)
Name/Title: Shawna Freels, City Clerk
B. PUBLIC EMPLOYEE PERFORMANCE EVALUATION Pursuant to
Government Code Section 54957 and Gilroy City Code Section 17A.8 (a) (4)
Name/Title: Gabriel Gonzalez, City Administrator
1. Public Comment on Closed Session Items
2. Adjourn to Closed Session
City Council Regular Meeting Agenda
02/25/2019 Page5
ADJOURN TO OPEN SESSION
Report of any action taken in Closed Session and vote or abstention of each
Councilmember if required by Government Code Section 54957.1 an d Gilroy Code
Section 17A.13 (a); Public Report of the vote to continue in closed session if required
under Gilroy Code Section 17A.11 (5)
ADJOURNMENT
MEETING DATES
FUTURE MEETING DATES
FEBRUARY, 2019
25* Regular Meeting - 6:00 p.m., City Council Chambers
MARCH, 2019
4* Regular Meeting - 6:00 p.m., City Council Chambers
11* Special Meeting/Study Session - 6:00 p.m., City Council Chambers
18* Regular Meeting - 6:00 p.m., City Council Chambers
19 Special Meeting/Closed Session - 6:00 p.m., City Council Chambers
25 Special Joint Meeting with GUSD - 6:00 p.m., 7810 Arroyo Circle
APRIL, 2019
1* Regular Meeting - 6:00 p.m., City Council Chambers
8* Special Meeting/Study Session - 6:00 p.m., City Council Chambers
15* Regular Meeting - 6:00 p.m., City Council Chambers
MAY, 2019
6* Regular Meeting - 6:00 p.m., City Council Chambers
7* Special Meeting/Study Session - 6:00 p.m., City Council Chambers
20* Regular Meeting - 6:00 p.m., City Council Chambers
* meeting is webstreamed and televised
1
City Council Meeting Minutes
01/28/2019
City of Gilroy
City Council Meeting Minutes
January 28, 2019
I. OPENING
A. Call to Order
The meeting was called to order at 6:00 PM by Mayor Mayor Roland Velasco
1. Pledge of Allegiance
The pledge of allegiance was led by Council Member Tovar.
2. Invocation
The invocation was given by Pastor Malcolm MacPhail.
3. City Clerk's Report on Posting the Agenda
City Clerk Shawna Freels announced that the agenda was posted on January 23,
2019 at 1:00 p.m.
Attendee Name Title Status Arrived
Mayor Roland Velasco Mayor Present 6:40 PM
Marie Blankley Mayor Pro Tempore Present 5:52 PM
Dion Bracco Council Member Present 5:50 PM
Peter Leroe-Muñoz Council Member Present 5:56 PM
Carol Marques Council Member Present 5:48 PM
Fred Tovar Council Member Present 5:59 PM
Cat Tucker Council Member Absent
B. Orders of the Day
There were no agenda changes.
C. Employee Introductions
Deputy Community Development Director O'Strander introduced newly hired
Hazardous Materials Specialist Jennifer Rojero.
Public Works Director Awoke introduced newly hired Management Assistant
Sheila Castillo and Part time Maintenance Assistant Jose Pacheco.
II. CEREMONIAL ITEMS
A. Proclamations, Awards, and Presentations
1. Certificate in Recognition of Los Bomberos of Northern California
Mayor Velasco present the certificate to Los Bomberos members Mary Gutierrez.
2. Proclamation Naming the Week of January 27 - February 2, 2019
Catholic Schools Week
Mayor Velasco presented the proclamation to Principal Marcee Ervin.
III. PRESENTATIONS TO THE COUNCIL
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Susan Mister spoke on the sale of Saint Louise Hospital detailing the Council's
previous position with the sale of the property.
Donald Perino praised staff at the Senior Center for instituting the new check in
process and then spoke on the J walking issue on Wren and Santa Teresa.
IV. REPORTS OF COUNCIL MEMBERS
Council Member Bracco spoke on the South County Youth Task Force meeting
describing the increase county wide of juvenile crime
Mayor Pro Tempore Blankley reported on her meeting with Supervisor
Wasserman regarding homelessness and shared a Chamber meeting
arrangement with Assemblymember Rivas. She spoke on the VTA Board
meeting describing the service vs. coverage reductions bus service in Gilroy.
Supreme Court ruling for VTA funding release of measure B monies. Contacts
Tammy Brownlow and Taft.
Council Member Marques reported that she had attended the LCC New Council
Member workshop in Sacramento, and spoke on the DBA meeting re: goals.
Council Member Tovar announced the opening of a new business downtown -
Capo? and spoke on the DBA meeting and spoke on the upcoming Chamber
Spice Award dinner the following weekend.
Council Member Munoz spoke on the annual Sister Cities Association dinner and
reported on the Santa Clara Valley Water Commission meeting re: water rate
increases to agricultural uses. He then reported on the pending full activation of
the SVRIA communication system and delays caused by the recent PG&E
bankruptcy.
Mayor Velasco reported on the Cities Association Board discussion of the CASA
compact. EDC meeting regarding Heartwood cabinets building use by a major
flower company. Presentation by Evergreen for potential development on the
10th Street corridor. Leavesly expansion - PG& E requirements are not being
met as the company is dealing with bankruptcy. He then spoke on the Varity
letter regarding the sale of Saint Louise. New letter to the Attorney General
supporting the acquisition of Saint Louise to the County.
V. FUTURE COUNCIL INITIATED AGENDA ITEMS
Council Member Leroe-Muñoz requested that the Council agendize a letter to
PG&E requesting that they prioritize the SVRIA build out of the network.
The Council agreed to having the Mayor submit a letter on the City's behalf.
VI. CONSENT CALENDAR (ROLL CALL VOTE)
RESULT: APPROVE [UNANIMOUS]
MOVER: Peter Leroe-Muñoz, Council Member
SECONDER: Fred Tovar, Council Member
AYES: Velasco, Blankley, Bracco, Leroe-Muñoz, Marques, Tovar
ABSENT: Cat Tucker
A. Minutes of the January 7, 2019 Regular Meeting
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B. Certificates in Recognition of the 2019 Chamber of Commerce Spice of Life
Awardees
C. Adoption of an Ordinance of the City Council of the City of Gilroy
Approving Zone Change Planned Unit Development for a Proposed Five-
Story Mixed-Use Development on a Two-Acre Site Located at 8955
Monterey Road, APN: 790-14-025; Jan Hochhauser Applicant (Introduced
1/7/2019 with a 7-0 vote)
D. Adoption of a Resolution of the City Council of the City of Gilroy to Declare
Weeds and Refuse a Public Nuisance to Begin the Annual Weed and
Refuse Abatement Process
E. A Resolution of the City Council of the City of Gilroy Supporting the
Installation of Two Gilroy Gateway Monument Signs Along State Highway
152 East of Cameron Boulevard and West of Burchell Road and Accepting
all Future Maintenance Responsibilities
F. Approval of the Extension of the Prequalified Consultant Selection List for
Traffic Engineering Design and Operational Studies Support Services for
an Additional Year Through March 20, 2020
G. Claim of MaryJanet V. Phan (The City Administrator recommends a “yes”
vote under the Consent Calendar shall constitute the denial of the claim)
H. Claim of Maria Felix (The City Administrator recommends a “yes” vote
under the Consent Calendar shall constitute the denial of the claim)
I. Acceptance of California Violence Intervention and Prevention Two-Year
Grant Award in the Amount of $500,000
J. Approval of the Eighth Amendment to the Single Tenant Lease Agreement
Between Gilroy Gardens Family Theme Park and the City of Gilroy
Extending the Lease by One Year
K. Notice of Acceptance of Completion of Property Improvement Agreement
2014-05, United Natural Foods West Incorporated (UNFI)
VII. BIDS AND PROPOSALS
A. Approval of an Amendment to the Agreement with Arrow Sign Company in
the Amount of $108,066, with a 10% Project Contingency of $11,000 for the
Wayfinding Signs Project
The staff report was presented by Public Works Director Awoke.
Public comment was opened; there being none, it was then closed.
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Possible Action:
Approve an amendment to the agreement with Arrow Sign Company in the
amount of $108,066 with a project contingency of $11,000 for the
Wayfinding Signs Project, and authorize the City Administrator to execute
the agreement.
RESULT: APPROVE [UNANIMOUS]
MOVER: Dion Bracco, Council Member
SECONDER: Peter Leroe-Muñoz, Council Member
AYES: Velasco, Blankley, Bracco, Leroe-Muñoz, Marques, Tovar
ABSENT: Cat Tucker
VIII. PUBLIC HEARINGS
A. Community Development Block Grant Funding Priorities for Fiscal Years
2019-2020 and 2020-2021 and Consideration of Amendments to Annual
Action Plans
The staff report was introduced by City Administrator Gonzalez and was further
presented by Grants Coordinator Jim Carney.
The public hearing was opened. There were no public comments.
Possible Action:
Continue the public hearing for funding priorities for CDBG and Housing
Trust Funds (HTF) for FY 2019-2020 and FY 2020-2021 to February 4, 2019.
RESULT: APPROVE [UNANIMOUS]
MOVER: Dion Bracco, Council Member
SECONDER: Marie Blankley, Mayor Pro Tempore
AYES: Velasco, Blankley, Bracco, Leroe-Muñoz, Marques, Tovar
ABSENT: Cat Tucker
IX. UNFINISHED BUSINESS
There was none.
X. INTRODUCTION OF NEW BUSINESS
A. Review of Draft Board, Commission, and Committee Handbook
The staff report was presented by City Clerk Freels.
The Council asked that a reference to the pending City Code of Ethics and
Values be referenced under Roles, Responsibilities and Relations section of the
handbook.
Possible Action:
Receive report and provide direction to staff.
XI. CITY ADMINISTRATOR'S REPORTS
A. Presentation of Draft Crisis Communication Plan
The item was introduced by City Administrator Gonzalez and further presented
by Communications Coordinator Bedell.
Public comment was opened.
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Jane Howard of Visit Gilroy suggested that her Board utilize the same
information with regards to crisis communication.
City Administrator Gonzalez then spoke on the First Street improvement project
update and community workshop outcomes.
Possible Action:
Receive report and provide direction to staff.
XII. CITY ATTORNEY'S REPORTS
There was no report.
XIII. CLOSED SESSION
There were none.
ADJOURNMENT
The meeting adjourned at 7:19 p.m.
/s/ Shawna Freels, MMC
City Clerk
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02/4/2019
City of Gilroy
City Council Meeting Minutes
February 4, 2019
SPECIAL MEETING - 5:30 P.M.
A. Call to Order and Roll Call
Attendee Name Title Status Arrived
Mayor Roland Velasco Mayor Present 6:01 PM
Marie Blankley Council Member Present 5:53 PM
Dion Bracco Council Member Present 5:53 PM
Peter Leroe-Muñoz Council Member Present 6:01 PM
Carol Marques Council Member Present 5:24 PM
Fred Tovar Council Member Absent
Cat Tucker Council Member Present 5:25 PM
INTERVIEWS
Interviews for Open Seats on Boards, Commissions and Committees with Terms
Expired or Vacant as of December 31, 2018
The Council adjourned the special meeting.
REGULAR MEETING - 6:00 P.M.
I. OPENING
A. Call to Order
The meeting was called to order at 6:00 PM by Mayor Roland Velasco
1. Pledge of Allegiance
The pledge of allegiance was led by Council Member Tovar.
2. Invocation
There was no invocation.
3. City Clerk's Report on Posting the Agenda
City Clerk Shawna Freels announced that the agenda had been posted on
January 30, 2019 at 5:20 p.m.
Attendee Name Title Status Arrived
Mayor Roland Velasco Mayor Present 6:01 PM
Marie Blankley Council Member Present 5:53 PM
Dion Bracco Council Member Present 5:53 PM
Peter Leroe-Muñoz Council Member Present 6:01 PM
Carol Marques Council Member Present 5:24 PM
Fred Tovar Council Member Present 6:01 PM
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Cat Tucker Council Member Present 5:25 PM
B. Orders of the Day
There were no agenda changes.
C. Employee Introductions
Finance Manager Forbis introduced newly hired IT Applications Analyst Paul Liu.
II. CEREMONIAL ITEMS
A. Proclamations, Awards, and Presentations
1. Certificates of Appreciation to Outgoing Board, Commission and
Committee Members
Mayor Velasco presented certificates of appreciation to outgoing Board,
Commission and Committee Members.
III. PRESENTATIONS TO THE COUNCIL
Aneliza Pinal spoke on the Sourcewise program and the City's achievement of
"Age Friendly City" detailing the needs for transportation services in Gilroy for
seniors.
Ron Kirkish spoke on a lawsuit and spoke on the Urban Growth Boundary which
would cause high-rises to be built.
Mike Monroe of Valley of the Hearts Delight spoke on the move of an employee
from Nob Hill and then described the County Master Plan in process for Mount
Madonna Park.
Sam Bozzo spoke on his participation on the Public Art Committee , and thanked
Council Member Bracco for requesting that a developer include public art in his
project proposal.
J'Lyn Morland spoke on amount of homeless in Gilroy asking if there were any
plans to create jobs and homes for the homeless.
Public comment was then closed.
IV. REPORTS OF COUNCIL MEMBERS
Council Member Tucker reported on the Santa Clara County Habitat Agency
budget and issues causing the extinction of the Burrowing Owl. She then
announced the Gilroy California Welcome Center soft opening on March 1st.
Council Member Marques reported on the URM Task Force meeting explaining
that there were only a few buildings left, two of which were in the process of
being retrofitted.
Council Member Tovar spoke on the SCRWA meeting and congratulated the
winners of the Spice of Life Awards, and then wished Mayor Pro Tempore
Blankley a happy birthday.
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Mayor Velasco announced the coffee with the Mayor schedule for the upcoming
Saturday.
V. FUTURE COUNCIL INITIATED AGENDA ITEMS
There were none.
VI. CONSENT CALENDAR (ROLL CALL VOTE)
RESULT: APPROVE [UNANIMOUS]
MOVER: Cat Tucker, Council Member
SECONDER: Dion Bracco, Council Member
AYES: Velasco, Blankley, Bracco, Leroe-Muñoz, Marques, Tovar, Tucker
A. Reduction of the Faithful Performance and Payment Security Bonds for In-
Tract and Cohansey Avenue Improvements, Property Improvement
Agreement No. 2015-06, Harvest Park II Tract 10276
VII. BIDS AND PROPOSALS
There were none.
VIII. PUBLIC HEARINGS
A. Funding Priorities for Community Development Block Grant (CDBG) and
Housing Trust Funds (HTF) for Fiscal Years 2019-2020 and 2020-2021
The staff report was presented by Jim Carney of Housing and Community
Development.
The public hearing was opened.
Teresa Johnson spoke on the health Trust work to feed homebound seniors.
Bev Jackson of Rebuilding Together Silicon Valley asking the Council to continue
funding the program.
Bill O'Connor spoke on the amount of labor dollars that went into the costs for the
various agencies.
The public hearing was then closed.
Approval of the CDBG funding priorities.
Possible Action:
Provide direction regarding funding priorities for Community Development
Block Grant (CDBG) and Housing Trust Funds (HTF) for fiscal years 2019-
2020 and 2020-2021.
RESULT: APPROVE [UNANIMOUS]
MOVER: Dion Bracco, Council Member
SECONDER: Fred Tovar, Council Member
AYES: Velasco, Blankley, Bracco, Leroe-Muñoz, Marques, Tovar,
Tucker
IX. UNFINISHED BUSINESS
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A. Appointments to City Boards, Commissions and Committees With Seats
Vacant or Expired as of December 31, 2018
The staff report was presented by City Clerk Freels.
There were no public comments.
Appointment of Joseph Robinson to the Historic Heritage Committee, Bruce
Morasca as property owner and Carolos Pineda as resident on the Housing
Advisory Committee, Otmar Alvarado to the Public Art Committee, and Sholly
Nicholson to the Personnel Commission.
The Arts and Culture Commission recruitment is to remain open for additional
applications.
Possible Action:
Appoint Members to the Arts and Culture Commission, Community and
Neighborhood Revitalization Committee, Historic Heritage Committee,
Housing Advisory Committee and Personnel Commission.
RESULT: APPROVE [UNANIMOUS]
MOVER: Dion Bracco, Council Member
SECONDER: Peter Leroe-Muñoz, Council Member
AYES: Velasco, Blankley, Bracco, Leroe-Muñoz, Marques, Tovar,
Tucker
B. Report on Interim Urgency Ordinance Prohibiting the Approval of Any
Multi-Family Residential Development Projects in the City of Gilroy for a
Period of Forty-Five (45) Days
The staff report was presented by Senior Planner Ketchum.
Public comment was opened.
Anna Salvador Rodriguez of Silicon Valley at Home spoke on the need for
affordable housing in Gilroy suggesting support of the staff recommendation to
amend the existing residential development ordinance process.
Public comment was then closed.
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Possible Action:
a) Approve and issue the report pursuant to Government Code Section
65858(d); and
b) Direct staff to conduct further analysis of the current Residential
Development Ordinance restrictions and their conformance to state
legislation and develop optional actions to resolve any inconsistencies
for presentation to the City Council; and
c) Direct staff to prepare a Request for Proposals to engage a consultant
to work with staff, the development industry and the public to update
and/or replace the city’s current residential design guidelines and
zoning provisions to ensure conformance with current state legislation;
and
d) Direct staff to coordinate with the Santa Clara County Office of
Supportive Housing to schedule a presentation for the City Council
regarding the Affordable Housing Bond Program.
RESULT: APPROVE [UNANIMOUS]
MOVER: Cat Tucker, Council Member
SECONDER: Dion Bracco, Council Member
AYES: Velasco, Blankley, Bracco, Leroe-Muñoz, Marques, Tovar,
Tucker
X. INTRODUCTION OF NEW BUSINESS
x Fiscal Year 2018-19 First Quarter Budget Update
The staff report was presented by Finance Manager Atkins.
Possible Action:
Receive report.
RESULT: APPROVE [UNANIMOUS]
AYES: Velasco, Blankley, Bracco, Leroe-Muñoz, Marques, Tovar,
Tucker
A. Report on Economic Climate and Updated Ten-Year Financial Forecast
The staff report was presented by Finance Manager Atkins and was further
presented by Finance Director Forbis.
Public comment was opened.
Jane Howard spoke on the Visit California outlook program update event she
would be attending to identify international visitation projections.
Public comment was then closed.
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Possible Action:
Receive report.
RESULT: APPROVE [UNANIMOUS]
AYES: Velasco, Blankley, Bracco, Leroe-Muñoz, Marques, Tovar,
Tucker
B. California Public Employees' Retirement System (CalPERS) Status Report
The staff report was presented by Finance Director Forbis.
Public comment was opened.
Bill O'Connor detailed the pension liabilities asking if current or future values
were being considered.
Ron Kirkish asked if the CPI was considered in the analysis.
Public comment was then closed.
Possible Action:
Receive report and discuss options to address the City's unfunded pension
liabilities.
RESULT: APPROVE [UNANIMOUS]
MOVER: Marie Blankley, Council Member
SECONDER: Cat Tucker, Council Member
AYES: Velasco, Blankley, Bracco, Leroe-Muñoz, Marques, Tovar,
Tucker
C. Proposed Budget Direction and Budget Development Study Sessions
Schedule
The staff report was presented by City Administrator Gonzalez.
There were no public comments.
Possible Action:
Receive report and provide direction to staff to begin the budget
development process for a “status-quo” operating budget FY 2019-2020
and FY 2020-2021; consideration for one-time department budget request
for individual items not to exceed $50,000; and, consideration to
appropriate funding for City Council initiatives of the City’s Strategic Plan.
RESULT: APPROVE [UNANIMOUS]
MOVER: Cat Tucker, Council Member
SECONDER: Fred Tovar, Council Member
AYES: Velasco, Blankley, Bracco, Leroe-Muñoz, Marques, Tovar,
Tucker
XI. CITY ADMINISTRATOR'S REPORTS
City Administrator Gonzalez presented a Measure A check from VTA, and
explained that the Uvas Reservoir was at capacity due to the storms.
XII. CITY ATTORNEY'S REPORTS
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7
City Council Meeting Minutes
02/4/2019
There were none.
XIII. CLOSED SESSION
A. CONFERENCE WITH REAL PROPERTY NEGOTIATORS Pursuant to
Government Code Section 54956.8 and Gilroy City Code Section 17A.8 (a)
(2) Property:7070 Chestnut Street, Gilroy (Gilroy Fire Station), APN 841 66
012; Negotiators: Gabriel Gonzalez, City Administrator; Other Party to
Negotiations: Rogg Collins of Evergreen; Under Negotiations: Price and
Terms of Payment
B. PUBLIC EMPLOYEE PERFORMANCE EVALUATION Pursuant to
Government Code Section 54957 and Gilroy City Code Section 17A.11(2);
Employee Name/Title: Shawna Freels, City Clerk
There were no public comments.
ADJOURNMENT
The Council adjourned to closed session at 10:17 p.m.
/s/ Shawna Freels, MMC
City Clerk
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City of Gilroy
STAFF REPORT
Agenda Item Title: Claim of Geraldine Perez (The City Administrator recommends a
“yes” vote under the Consent Calendar shall constitute the denial of
the claim)
Meeting Date: February 25, 2019
From: Gabriel Gonzalez, City Administrator
Department: Human Resources Department
Submitted By: LeeAnn McPhillips
Prepared By: LeeAnn McPhillips
Strategic Plan Goals
☐ Fiscal Stability
☐ Downtown
Revitalization
☐ Economic
Development
☐ Customer Service ☐ Enhanced Public
Safety
RECOMMENDATION
Based on the recommendation from Municipal Pooling Authority (MPA) and/or legal
counsel, this claim is recommended for rejection.
EXECUTIVE SUMMARY
Based on the recommendation from Municipal Pooling Authority (MPA) and/or legal
counsel, the following claim is submitted to the City Council for rejection at the February
25, 2019 meeting:
Claim of Geraldine Perez
Attachments:
1. Claim of Geraldine Perez
6.C
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6.C.a
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City of Gilroy
STAFF REPORT
Agenda Item Title: Approval of Gilroy Board, Commission, and Committee Handbook
Meeting Date: February 25, 2019
From: Gabriel Gonzalez, City Administrator
Department: City Clerk
Submitted By: Shawna Freels
Prepared By: Shawna Freels
Strategic Plan Goals
☐ Fiscal Stability
☐ Downtown
Revitalization
☐ Economic
Development
☐ Customer Service ☐ Enhanced Public
Safety
RECOMMENDATION
Approval of Gilroy Board, Commission and Committee handbook.
BACKGROUND
The City of Gilroy has 15 advisory bodies (boards, commissions and committees), each
with distinct responsibilities. Advisory bodies play an important role in city governance
by assisting the City Council in addressing specific issues in detail, lending profe ssional
expertise, and facilitating community decision-making.
To provide an introduction to the role and encourage a satisfying and productive
experience a handbook has been created for advisory body members to familiarize
them with their roles and to serve as a reference guide.
ANALYSIS
Throughout 2018 the City Clerk’s Office attended each of the City’s 15 advisory body
meetings to get a full understanding of the functioning of each group. In doing so, we
recognized that our policy bodies are in need of a tool with foundational information to
assist and guide them.
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Many cities prepare advisory body handbooks and include them as a part of an
orientation covered when new members come on board. Information that applies to all
advisory bodies such as the basics of the Brown Act, meeting processes, interactions
on the body, with staff and the public are incorporated into these guides to provide
members with a general orientation of what they can expect in their advisory role.
These handbooks also serve as reference guides when questions arise.
CONCLUSION
The City Clerk’s Office has created a handbook to offer each member who serves on a
city advisory body with a tool to guide and assist them in knowing the parameters of
their role as they gather information, weigh public input, and examine issues in depth to
render a recommendation to the Council and the City Administrator.
NEXT STEPS
Following Council approval of this handbook, the City Clerk’s office will present it to
each of our advisory body’s at their next meetings. As new members are appointed to
advisory body’s the handbook will be incorporated into an orientation provided to all of
our new members.
Attachments:
1. 2019 Gilroy BCC Handbook
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Produced by the Gilroy City Clerk’s Office
BOARD, COMMISSION
& COMMITTEE
MEMBER HANDBOOK
2019
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WELCOME AND ORIENTATION
Welcome and thank you for your willingness to serve as a member of a
City of Gilroy Board, Commission or Committee. Advisory bodies play an
important role in city governance by assisting the City Council in addressing
specific issues in detail, lending professional expertise, and facilitating
community decision-making.
The City of Gilroy has a number of advisory bodies, each with distinct
responsibilities. As a new advisory body member you will need to familiarize
yourself with the documents governing your particular body including the City
Charter and ordinances, bylaws, relevant element(s) of the General Plan, and
current work plan goals, all available from your staff liaison. Reviewing these
documents will help you get a sense of your responsibilities.
This Handbook is designed to serve as a reference of the basic
procedures that apply to all City advisory bodies. Your staff liaison will facilitate a
general orientation to familiarize you with your advisory body and go over current
issues that have been under consideration.
Learning your role and developing an effective voice takes time and
familiarity. We hope this Handbook will assist you towards a satisfying and
productive experience. Your participation is deeply appreciated by the City
Council, by city staff, and by your community.
The vitality and strength of our community comes from the willingness of
people like you who serve Gilroy.
Respectfully,
Gilroy City Council and City Staff
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Table of Contents
WELCOME AND ORIENTATION i
STRUCTURE OF CITY GOVERNMENT 1
Form of Government 2
City Council 2
Boards, Commissions and Committees 2
City Officers, Departments and Staff 3
BOARD, COMMISSION & COMMITTEE MEMBERSHIP 4
Appointments 5
Resignations and Removals 5
Attendance 5
Vacancies 5
Annual Recognition 5
Terms 6
BOARD, COMMISSION & COMMITTEE OFFICERS AND STAFF 7
Officers 8
Staff 8
Records 8
Expenses 8
PREPARATION FOR MEETINGS 9
Preparation 10
Action 10
Agenda Questions 10
Limits of Authority 10
Objectivity 10
Openness 10
Clarifications 11
Conflicts of Interests 11
Remote Participation 11
MEETINGS 12
Regular Meetings 13
Adjourned Meetings 13
Special Meetings 13
Subcommittees 13
Quorum 13
Agendas 14
Minutes 14
Procedure 15
Work Plan 15
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Table of Contents (Continued)
MEETING MANAGEMENT 16
Proceedings 17
Decorum at Meetings 19
Effective Conflict Management 19
Basis for Your Decision 20
Motions 20
Role and Responsibilities of the Chair 21
ROLES, RESPONSIBILITIES AND RELATIONSHIPS 23
Council-Advisory Body Relationship 24
Code of Ethics and Values 24
Staff-Advisory Body Relationship 25
Staff Responsibilities 25
Relations with other Advisory Bodies 26
City Clerk 26
City Attorney 26
IMPOSED RESTRAINTS 27
Conflict of Interest 28
Public Records Laws 28
The Brown Act & Gilroy Open Government Ordinance 28
Discrimination and Equal Protection 29
Due Process 29
Reasonableness 29
Use of Public Property 29
Conflict of Interest Code: Disclosure Requirements 29
USE OF CITY EMAIL 29
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THE STRUCTURE OF CITY
GOVERNMENT
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THE STRUCTURE OF CITY GOVERNMENT
A. FORM OF GOVERNMENT
Generally, there are two sources of authority by which California cities
govern themselves. General Law cities adhere to the provisions and
requirements established as general law by the state of California. Charter cities
use the election process to adopt a charter or constitution, which sets forth the
basis and authority for all future actions not in contradiction with pre-emptive
state law. Gilroy is a Charter City as are approximately 20% of California cities.
B. CITY COUNCIL
The City Council is a 7 member body consisting of 6 Council Members
elected at large in even numbered years to staggered four-year terms, and one
directly elected Mayor serving a four-year term.
The City Council is the governing body of the City, vested with the
regulatory and corporate power of the municipal corporation. The Council serves
as the City’s board of directors and legislative body. It sets goals and priorities
and establishes policies. The Mayor is the presiding officer of the Council, and
the official spokesperson and representative of the City.
It is not possible for each Council Member to know all pertinent facts of
every given situation. For counsel and advice on the practical application of
established policy, reliance is placed on the service of interested citizens
appointed to the various advisory bodies. For technical and administrative
assistance, both the Council and the advisory bodies refer to the City
Administrator and the City Administrator’s staff.
C. BOARDS, COMMISSIONS AND COMMITTEES
There are two types of advisory bodies. One is permanent with duties,
responsibilities, and scope of authority is set forth in an enabling ordinance or the
Charter. The other is ad hoc and typically created by action of the Council to
serve a particular function during a specified time.
In both instances, the primary purpose of these entities is to gather
information, weigh public input, and examine issues in depth to render a
recommendation to the Council and the City Administrator. Certain advisory
bodies also have decision-making authority in certain circumstances,
A brief description of the various advisory bodies and their primary
functions is available from the City Clerk’s office.
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D. CITY OFFICERS, DEPARTMENTS, AND STAFF
The City Council appoints the City Administrator, City Clerk and City
Attorney.
1. City Administrator
The City Administrator has complete responsibility and authority for
the administration of the City’s government. This individual is appointed
by, and serves at the pleasure of the Council, and is the appointing
authority for the City, selecting the department heads and other
employees.
2. City Clerk
The position of the City Clerk is established by state law, and has
responsibility for conducting all municipal elections, acting as legislative
support to the City Council, and maintaining all official city records. This
individual is appointed by, and serves at the pleasure of the City Council
3. City Attorney
The City Attorney is also appointed by, and serves at the pleasure
of the City Council, and is retained to advise the Council and staff on
questions of law, to represent the City in legal actions and other actions to
which the City is a party, or as otherwise may be requested by the City
Council.
4. Departments
The administration of Gilroy’s government is provided by the City
Administrator and the following departments: Administration, Community
Development, Finance, Fire, Human Resources, Police, Public Works and
Recreation. The heads of departments are appoin ted by the City
Administrator with the consent of the Council, and serve at his/her
pleasure. By virtue of their technical training and experience, they are
assigned by the City Administrator to provide staff assistance as needed
to the advisory body. However, the advisory bodies have no authority to
supervise or direct the work of city staff. This is done only through the City
Administrator.
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BOARD, COMMITTEE & COMMISSION
MEMBERSHIP
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BOARD, COMMITTEE & COMMISSION MEMBERSHIP
A. APPOINTMENTS
In order to be eligible for appointment to an advisory body (with the
exception of the Youth Commission), a person must be a qualified registered
voter of the City, and may not hold any paid office or employment in the City
government.
After application, interview and selection, board, committee and
commission appointments are made by majority vote of the Council for specified
terms, which are mostly four years in length. Each advisory body member must
be administered the oath of office by the City Clerk prior to being seated. In
some instances, disclosure of economic interests may be required by the city’s
Conflict of Interest Code under the regulations of the California Fair Political
Practices Commission.
B. RESIGNATIONS AND REMOVALS
If a member is unable to continue serving because of health, business
requirements or personal reasons, a letter or email of resignation should be
submitted to the staff liaison.
The position of any member is automatically vacated when the member
ceases to meet the qualifications for office, when Council accepts the member’s
resignation, or when the Council so declares.
C. ATTENDANCE
The City has attendance standards for all members of the City’s advisory
body’s. A member shall be automatically removed from an advisory body under
the following conditions:
1. A member has more than two excused absences and one
emergency absence from regular meetings in a calendar year.
(Resolution 2018-41)
2. A member absents themself from three consecutive regular meetings
without the approval of the body as expressed in its minutes.
D. VACANCIES
Vacancies are filled by appointment by the Council. Appointments made
in the middle of a term are for the unexpired portion of that term.
E. ANNUAL RECOGNITION
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Advisory body members are honored annually at the city volunteer
appreciation event.
F. TERMS
No person shall serve more than two consecutive full terms on the same
policy body. A member who has served two consecutive full terms shall not be
eligible for reappointment to the same policy body for four years.
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OFFICERS AND STAFF
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OFFICERS AND STAFF
A. OFFICERS
Each year, every advisory body will select from its membership a
chairperson and a vice chairperson who serve at the pleasure of the advisory
body. The term is for one year. It is the chairperson’s duty to preside over
meetings and to present such reports as are required or requested by the
Council, and to act as the formal representative in communications with the
Council. The vice chairperson acts in this capacity when the chairperson is not
available.
B. STAFF
The services of the city staff assigned to the advisory body are
coordinated by the City Administrator. The City Administrator shall provide a
secretary for the recording of the minutes of each advisory body who shall keep a
record of its proceedings and transactions.
C. RECORDS
The agenda, meeting reports, minutes, audio or video and other official
records of an advisory body are public records. Agendas, minutes and notices of
adjournment or special meetings must be posted as required by the Ralph M.
Brown Act and Gilroy Open Government Ordinance.
D. EXPENSES
Necessary meeting space and equipment will be made available to the
advisory body. If a budget is provided, the advisory body is required to operate
within budgetary limitations, with all expenditures requiring prior approval by the
advisory body. Mileage and personal expenditures associated with attendance
at approved conferences, hearings and other meetings will be reimbursed
according to city policy. In all instances, the purchasing procedures of the City
apply.
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PREPARATION FOR MEETINGS
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PREPARATION FOR MEETINGS
A. PREPARATION
Be prepared. Thoroughly review the agenda packet, including agenda
reports, and any other materials before the meeting. The issues that come
before advisory bodies are important to the community as a whole and demand
your consistent attention. In agreeing to serve on an advisory body, you make a
commitment to put in the time required to prepare fully for each meeting.
B. ACTION
Understand what action you are being called upon to take for each
particular agenda item. Your agenda will clearly identify the recommendation the
policy body is being asked to make.
C. AGENDA QUESTIONS
If you have questions about the agenda or agenda report, contact your
staff liaison before the meeting to clarify questions or request further information.
D. LIMITS OF AUTHORITY
Know the responsibilities of your advisory body, as well as the limitations
of your individual authority. As a member of an advisory body you will be asked
to provide recommendations to the City Council about specific issues through
your policy body as a whole. Keep in mind that your appointment does not
empower you to supervise or direct City staff.
E. OBJECTIVITY
Keep an open mind. An objective, balanced, and receptive approach will
help you assess the facets of a given issue, and evaluate new ideas. When
receiving written and oral public testimony it will be necessary to discern between
fact and opinion, as well as between those concerns which are relevant and
those which are secondary to the issue at hand. Keep ing an open mind will
make it easier for you to understand all sides of an issue before you make a
judgment or take a position. You will need to ensure you’ve been provided with
all of the facts before taking action.
F. OPENNESS
Strive to appreciate differences in approach and point of view. Diversity of
ideas sustains a thoughtful dialogue and a vibrant community. Likewise, take
care to articulate your own ideas: remember that your individual voice is a critical
part of the whole dialogue. Again, furthering common goals takes cooperation,
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flexibility, and a broad-based view of the public interest. If in doubt, return to the
foundational documents to guide your understanding of the complexities of an
issue.
G. CLARIFICATIONS
If you are unsure about something before or during the meeting, ask for
clarification from you staff liaison to ensure your decisions are based on the facts
presented. On behalf of the public, your understanding of issues is important.
Each advisory body has a City staff liaison to provide information to assist the
members throughout the decision-making process.
H. CONFLICTS OF INTERESTS
Review each agenda item ahead of the meeting to determine if you may
have a conflict due to property or monetary interests. Speak with your staff
liaison before the meeting if you believe there is an item you must recuse from
deliberating on due to conflict of interest. Staff may need to consult with the City
Clerk or City Attorney You will be required to identify the reason for recusal and
must leave the dais of the body during the deliberation of the item.
I. REMOTE PARTICIPATION
If a member of the body wishes to participate in a meeting remotely, they
may be offered the opportunity to participate by teleconference or other means
under certain conditions. See you staff liaison well in advance to coordinate any
participation from a remote location as not all circumstances will afford you the
opportunity to participate remotely. The location must be freely accessible to the
public at all times during the meeting and shall be identified on the agenda which
will be posted at the remote location. At least a quorum of the members of the
body must participate from within the City boundaries.
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MEETINGS
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MEETINGS
A. REGULAR MEETINGS
Advisory bodies are required to hold regular meetings open to the public
as provided by the enabling ordinance or the City Charter. All such meetings are
held in City Hall or another City meeting facility, and may take place from time to
time elsewhere within the City limits for specific purposes. The agenda for these
meetings must be publically noticed on the City website and at City hall no less
than 72 hours prior to the meeting.
B. ADJOURNED MEETINGS
If the business to be considered at a regular meeting cannot be
completed, the advisory body then may designate a time and date for an
adjourned meeting. This must be announced to the members of the public who
are present at the time of adjournment, and so recorded in th e minutes. A Notice
of Adjournment must be posted within 24 hours of the adjournment.
C. SPECIAL MEETINGS
A special meeting may be called by the chairperson or a majority of the
members. A Special Meeting Notice must be delivered to all advisory body
members, the City Clerk, and any interested parties, including news media,
which have made a request for such notification. The notice must contain the
time and place for such a meeting and the subject matter to be considered, and
be delivered at least 24 hours prior to the meeting.
D. SUBCOMMITTEES
The advisory body may request to appoint special subcommittees of less
than a majority of the advisory body to address issues within their scope who
then may meet to carry out the purpose of the subcommit tee. Your staff liaison
can assist the body in determining the scope of proposed subcommittees. If the
subcommittee has a continuing subject matter or a regularly scheduled meeting
time, it may qualify as a Brown Act committee and public notice provisions will
apply.
E. QUORUM
A quorum consists of a majority of the total number of members of the
advisory body. A quorum is required to conduct business at any meeting whether
it is a regular, adjourned, or special meeting. Certain approvals require a majority
of the entire authorized membership. While it is expected that members be
present at all meetings, the staff liaison should be notified 72 hours in advance if
a member knows that he/she will be absent.
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F. AGENDAS
Each advisory body has a staff liaison responsible for preparing an
agenda in consultation with the Chair, and distributing the agenda and supporting
documents in the agenda packet prior to each meeting. Future items to be heard
before an advisory body should be identified by the policy body at an agendized
meeting to assure placement on the desired agenda. Each policy body may have
its own agenda format, but each agenda must adhere to the Brown Act and
Gilroy Open Government Ordinance.
The Title and possible action of each item on the agenda shall be
descriptive and understandable to the public. The posted agenda also shall
indicate when opportunity is provided for members of the public to address the
advisory body. If an advisory body member or staff intends to bring up an item
for discussion or action, the item must be included on the agenda. Members of
advisory bodies may request that an item within the purview of the advisory body
be placed on a future agenda by making such a request at a meeting of the body.
Information items placed on an agenda may not be acted upon at the meeting.
Any member may, however, request that the informational item be placed on a
future agenda for action. Regular meeting agenda shall be posted at least 72
hours prior to any meeting in the public notice case and on the city website. A
notice of adjournment shall be posted at the door of the meeting, within 24 hours
of the adjournment of a meeting if a quorum is not present. Staff shall maintain a
record of the agenda and notice of adjournment posting.
Only those items appearing on an agenda may be considered at each
meeting. However, in cases of extreme emergency unanimous consent of all
members present may allow other matters to be introduced and action taken, if
urgency exists and delay would be harmful to the public interest.
G. MINUTES
Minutes are taken at each meeting to provide a record of when and where
the meeting took place, who was present, the type of meeting and what was
considered, decided and agreed upon. Summary minutes will reflect action taken
and any input the body was given to enable it to make its decisions. Emphasis is
given on the body’s thought process, not individual members’ thought processes.
The minutes will summarize only the main points which arose in discussion if,
and only if, they are relevant to the decision. The minutes are submitted to the
body for approval and are posted on the City website for public access no less
than 10 business days following the meeting. While other avenues exist for
communication of interest or opinion, the minutes of the advisory body remain
the official document of record.
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H. PROCEDURE
Each advisory body may adopt such rules and procedures as it feels
necessary to accomplish its duties. Such rules are subject t o Council approval
before becoming effective. In the absence of such rules, the guidelines on
parliamentary procedure contained in Roberts’ Rules of Order may be followed.
I. WORK PLAN
A work plan is the advisory body’s plan and statement of goals within the
purview of the advisory body for the year, prepared in coordination with staff. It
should reflect the goals, priorities and policies of the City Council. It identifies
important problems, challenges, and opportunities, offers a jointly developed pl an
to address these over the course of the year, and furthers a sense of shared
purpose and responsibility among advisory body members. An adopted and
published work plan will:
Establish viable short-range objectives that further the long-range
goals of the advisory body
Provide group direction, and keep the advisory body on course
Provide a basis for measuring accomplishment
Assist in the allocation of time, energy, and resources
Promote continuity of action, and help keep the big picture focused
For example, a work program may include community outreach activity, a plan
for addressing critical community issues, an education component, or any other
tasks the advisory body identifies as key work challenges for the upcoming year.
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MEETING MANAGEMENT
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MEETING MANAGEMENT
The City of Gilroy is committed to conducting efficient, effective and
accessible government operations. The following material outlines techniques
you can use to ensure that your advisory body meetings are efficiently run and
give all residents an equal opportunity to address the issues.
A. PROCEEDINGS
1. Let the Chair run the meeting.
2. Start meetings on time. Keep the agenda in mind in order to give
each item the appropriate time.
3. Announce at the start of a meeting if the order of agenda items is to
be rearranged for convenience for those attending for certain items,
or for better pacing of the agenda.
4. Be fair, impartial, and respectful of the public, staff, and each other.
Give your full attention when others speak.
5. Remember that people may be attending a meeting for the first
time, and may be unfamiliar with your procedures. In your
discussion, either avoid or explain technical terms or verbal
shorthand.
6. Listen to audience concerns. Don’t engage in side conversations or
otherwise be distracted during public testimony. The opportunity for
public testimony is central to the strength of democracy, and is
therefore encouraged. Active listening, however, does not mean
engaging the public in debate. Your response is appropriately
saved for after the public testimony is closed. Recognize
differences of opinion and remain neutral when listening to
concerns.
7. Close the public testimony before you begin deliberation s on an
issue.
8. Sometimes questions can most effectively focus discussion and
direct decision-making. For example,
For staff:
What is the history behind this item?
What are the benefits and drawbacks?
What other alternatives did you consider?
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For other advisory body members:
What do you think about this item?
What have you heard from the residents?
For the public (at a hearing):
What are your concerns?
How will this proposal affect you?
What specific, constructive, alternatives can you recommend?
For yourself:
What are we trying to accomplish?
What are the long-range interests of the community?
What guidance can be found in our foundational documents?
Gilroy City Code
Budget
Capital Improvement Program
General Plan
Specific Plans
Park Master Plans
Council Goals
Brown Act
9. Often you must balance multiple views, neither favoring nor
ignoring one individual or group over another. Your obligation is to
represent a broad-based view of the community’s long-range
interests.
10. Remember that most of the actions of your advisory body will be to
make recommendations. It is not simply a discussion group or
debating society.
11. Endeavor to end meetings by 9:00 p.m. Short breaks may be
helpful during long meetings. Late meetings can reduce the quality
of the advisory body’s work.
12. Meeting Types
Advisory bodies may meet in different types of meeting formats
including the conventional public meeting, and study sessions.
Please contact your staff liaison for a detailed explanation of these
formats and when they are appropriate.
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B. DECORUM AT MEETINGS
1. Limit Speakers to your established speaking time. A suggested ten
minutes is recommended for a group or an applicant, and three
minutes for other members of the public.
2. Discourage outward signs of agreement or disagreement from the
audience such as applause or statements from the floor. Such
demonstrations can intimidate those with an opposing view and
unintentionally discourage open public discussion of all the issues
and points of view.
3. Limit your own comments to the issues before the advisory body.
Avoid the appearance of straying from the subject or
"grandstanding". Do not interrupt speakers during their comments
and save your qualifying questions for them until after they’ve
finished speaking.
C. EFFECTIVE CONFLICT MANAGEMENT
Public Hearings or citizen input can sometimes be difficult to manage.
Participants are sometimes highly motivated and often nervous. When there is a
group of potential adversaries in one room, the possibility of conflict is high. As
an advisory body member, your role is to guide opposing views to positive
results, not to eliminate them.
The following suggestions may help you manage conflict and
confrontation effectively:
Anticipate differences by learning about the topic beforehand so
you can concentrate on the meeting’s purposes
Set meeting rules early and make sure everyone abides by them
without exception.
Explain carefully the purpose of the Public Hearing and what action
is expected at the conclusion of the hearing. Insistence on playing
by the rules is your best tool for conflict management in Public
Hearings.
All persons speaking should be encouraged to clearly identify
themselves, not only for the record, but also so that you may
address them by name.
Set an acceptable time limit for testimony (generally three minutes)
and stick to it.
Make decisions as promptly as possible. Many bodies get so
bogged down in procedural distractions, petty details and endless
searches for more information that the issue never seems to get
resolved.
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Don’t overreact to inflammatory comments. Most are expressions of
frustration and do not require answers. Turn frustration to
constructive avenues. Ask questions. Be as specific as you can.
Refer to the speaker by name. Reinforce areas where you agree.
Do not return insult for insult. Very often, the primary audience for
your response is not the person who raised the issue.
Avoid speaker-to-audience conversation. The purpose of a hearing
is to help your advisory body arrive at a decision, not to engage in
audience debate.
If members have questions of the speaker, permit these questions
following the speaker’s time at the podium.
Be careful not to prejudge the action of the advisory body. Use the
hearing to gather necessary information about the proposal and
individual desires concerning the proposal. Members should not
express their views on the proposal until after testimony has ended.
Once testimony has ended, each member should be invited to
discuss individual views on it.
View the Public Hearing as an example of participatory government
in action at the local level. Make it your personal goal to make the
Public Hearing work and ensure that everyone is fairly heard.
D. BASIS FOR YOUR DECISION
1. Advisory body decisions should be based principally on the factual
information presented to you in the open public meeting process. If
you collect pertinent information outside of the public process
through a meeting with stake holders or site visits, you are required
to share that information with your fellow advisory body members in
the public meeting. This sharing of information will ensure that
other advisory body members and members of the public have a
better understanding of the rationale for your decision.
2. Advisory body members are free to meet or refuse to meet with
residents, resident groups, developers or prospective contractors or
any persons outside of the public meeting process concerning
issues before the advisory body. If you meet with any individuals
outside of the public meeting you are required to disclose the
content of that meeting in the public meeting to again ensure that
everybody is aware of the facts and have similar information up on
which to base their decision.
E. MOTIONS
When a member wishes to propose an idea for the body to consider, the
member must make a motion. This is the only way an idea or proposal from a
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member may be presented to the body for discussion and possible action. A
motion goes through the following steps:
1. The member asks to be recognized by the chair.
2. After being recognized, the member makes the motion (I move…).
3. Another member seconds the motion. No discussion should occur
until the chair determines whether there is a second to the motion
on the floor.
4. The chair states the motion and asks for discussion.
5. When the chair feels there has been sufficient discussion, the
debate is closed (i.e., “Are you ready for the question? or “Is there
any further discussion?”).
6. If no one asks for permission to speak, the chair puts the question
to vote through consensus or roll call vote.
7. After the vote, the chair announces the decision (“The motion is
carried” or “The motion fails”, as the case may be).
Phrasing a motion is often difficult and corrections may be necessary
before it is acted upon. Until the Chair states the motion (step 4), the member
making the motion may rephrase or withdraw it. After an amendment, the motion
as amended still must be seconded and then voted upon. It is particularly
important when a motion is amended that the Chair restate the motion in order
that members are clear as to what they are voting on.
In making a motion, members should try to avoid including more than one
proposal in the same motion. This is especially important when members are
likely to disagree. If a member would prefer to see proposals divided and voted
upon separately, the member should ask the chair to divide the motion. If other
members do not object, the chair may proceed to treat each proposal as a
distinct motion to be acted upon separately. The request to divide may also be
made by motion.
F. ROLE OF CHAIR
The Chair shall preserve order and decorum at all meetings of the
advisory body, announce the advisory body decisions, and decide questions of
order. The Chair is responsible for ensuring the effectiveness of the group
process. A good Chair balances moving the discussion forward with involving all
advisory body members and allowing for adequate public participation. In the
absence of the Chair the Vice chair shall act as presiding officer.
G. RESPONSIBILITIES OF CHAIR
Ensure that the public understands the nature of the issue being
discussed (for example, reason for discussion, process to be
followed, opportunities for public input, timeline for decision).
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Keep discussion focused on the issue at hand.
Solicit opinions from advisory body members. Encourage
evaluation of new, tentative, or incomplete ideas. Discourage
overly dominant advisory body members from having
disproportionate control over the discussion.
Protect advisory body members, staff, and the public from personal
attacks.
Provide structure for addressing complicated issues.
For major items, delay analysis and action until the full range of
alternatives is on the table.
Attempt to reach decisions expeditiously on action items . At those
times when action would be premature, guide discussion toward a
timeline or framework for responsible action.
Maintain order and ensure respect for all opinions.
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ROLES, RESPONSIBILITIES AND
RELATIONSHIPS
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ADVISORY BODY ROLES, RESPONSIBILITIES AND RELATIONSHIPS
A. COUNCIL-ADVISORY BODY RELATIONSHIP
The primary purpose of all advisory bodies is to provide thoughtful advice
to the City Council, the elected policy-making body of the City. The advisory
body’s role can include hearing public testimony on the Council’s behalf, building
community consensus for proposals or projects, reviewing written material,
facilitating study of critical issues, guiding the implementation of new or
regulating established programs, assessing the alternatives regarding issues of
community concern, and ultimately forwarding recommendations to the Council
for consideration. There are times when the advisory body’s recommendation will
not be sustained or will be modified by the City Council. It is important to
recognize this not as a rejection of the integrity of the recommendation, but as an
inevitable part of the process of community decision-making.
Throughout this process, the form and formality of the relationship
between advisory body members and Council Members will vary. Some advisory
body members will have regular contact with individual Council Members, while
others may serve solely in the group context. This relationship will depend on
your advisory body as much as on you and the Council. For example, there are
times when the Chair may address the Council formally on behalf of the advisory
body, and other times when an advisory body member may meet with a Council
Member individually. At all times it is important to aim for clarity and mutual
respect for the different responsibilities and roles.
Members should avoid discussing the recommendations of the advisory
body with individual Council Members once a vote is taken, if it is for the purpose
of exerting influence. Written communications from the advisory body to the City
Council in sufficient time to be placed on the agenda is the acceptable method of
making recommendations to the Council. It is sometimes appropriate for the chair
or duly assigned member to be prepared to address the Council, to answer
questions from Council pertaining to the recommendations, and to clarify
ambiguities. It must be remembered that final authority and responsibility for
public policy decision rests with the City Council. T he Council has appointed
advisory body members as advisors to them. This underlying philosophy makes it
improper for an individual advisory body member to try to persuade the Council
into the acceptance of a recommendation other than that voted by the majority of
the body. The role of an advisory body is to assist the Council in the formation of
policy, having been created for the purpose of advising, being a guide to public
opinion, and promoting specific projects in the community at large.
B. CODE OF ETHICS AND VALUES
The City Code of Ethics and Values shall be followed by appointed policy
body members inside, and outside of meetings, as representatives of the City.
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C. STAFF-ADVISORY BODY RELATIONSHIP
Staff is assigned by the City Administrator to assist and act in a technical
advisory capacity to the advisory body. It is not expected that every staff
recommendation will be followed; however, because of the staff’s technical
knowledge, full consideration should be given to their recommendation. Just as
the advisory body is held accountable to the City Council, so is the staff to the
City Administrator. After the staff makes a report or recommendation to an
advisory body (which recommendation may or may not be followed), they are at
liberty to make the same recommendation to the City Council through the City
Administrator, even though the advisory body may have taken a different
position. The staff has been employed by the manager to provide technical
guidance. Staff members make objective recommendations without
consideration of personal or political consequences. Failure of a staff member to
provide service to the advisory body as directed by the City Administrator is basis
for complaint to be brought to the attention of the City Administrator. Since staff
personnel are directly responsible to the City Administrator, it is his/her
responsibility alone to allocate their time and resources in the interest of the total
city government.
The relationship of the advisory body and staff is an active and continuous
one. Both advisory body members and staff are motivated by the shared goal of
furthering the City’s best interests. Yet, while the goal is shared, there are times
when the approach and responsibility toward implementing the goal can be
different. Because the distinctions in responsibility are not always explicit,
cultivating a balanced understanding of your role is essential. The interaction
need never be adversarial, but rather can promote respect for different
perspectives, and appreciation for each other’s strengths.
Since the city staff works for and is accountable to the City Administrator,
advisory body members should not attempt to direct or decide the priority of work
for departments or individual staff persons. Advisory bodies should, however, set
priorities for their own agendas in order that staff may best use the time available
for the advisory body. An Advisory body’s goals and work programs must be
consistent with Council goals. If an advisory body wants to work on items other
than Council goals, the advisory body should seek Council concurrence first.
In contacting staff on official business, the proper channel is through the
advisory body Chair to the staff member assigned to the advisory body.
C. STAFF RESPONSIBILITIES
Important staff responsibilities include:
Being informed about the latest developments in their field.
Providing background and expressing views to the advisory body
on important issues.
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Providing administrative support, including agenda preparation and
taking of minutes at meetings.
Maintaining a professional position on all topics.
Helping the advisory body to stay on track and focused.
Interpreting City Council, City department, and relevant state,
federal, and international actions and policies.
Alerting advisory body members of possible detrimental actions.
Presenting advisory body recommendations to the City Council.
Describing precedents or operating procedures which affect the
decision.
D. RELATIONS WITH OTHER BOARDS, COMMISSIONS AND
COMMITTEES
In areas where there is overlap of jurisdiction between various advisory
bodies, it is important that the liaison be aware of the overlap to insure proper
consideration of the different viewpoints that may occur, and to minimize
duplications or conflicts. Further, joint meetings with the City Council and other
advisory bodies and committees may be mutually beneficial whenever two
bodies are simultaneously addressing the same topic. If a joint meeting is being
considered between advisory bodies, the staff liaisons will assist in logistical
considerations to coordinate such a joint meeting.
E. CITY CLERK
The City Clerk plays an important role for advisory bodies. The City Clerk
accepts and maintains applications, processes advisory body appointments,
updates membership rosters and bylaws, informational booklets, and yearly
attendance records. The City Clerk is also a resource with respect to the Brown
Act, Public Records Act, the City Charter, Gilroy Open Government Ordinance,
agenda and minutes processes, and meeting procedural questions. The City
Clerk is the filing officer for Statements of Economic Interests, and any other
required filing as identified by the City Council and the State.
F. CITY ATTORNEY
The City Attorney is a resource for understanding compliance with the
Brown Act, Public Records Act, the City Charter, the Gilroy Open Government
Ordinance, and agenda legality issues, meeting process questions, and conflict
of interest determinations. Staff liaisons will coordinate an assistance requested
of the City Attorney.
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IMPOSED RESTRAINTS
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IMPOSED RESTRAINTS
Certain limitations have been placed upon the powers of both the City
Council and its appointed advisory bodies by both statutory and case law. In
certain instances, application of these restraints may be crucial in the
governmental process. In instances of doubt, the City Attorney’s opinion should
be sought. Staff liaisons will coordinate an assistance requested of the City
Attorney.
A. CONFLICT OF INTEREST
As specified in state law, it is illegal for an advisory body member to have
an interest in any contract, sale, purchase, finding or transaction in which the
member is involved in an official capacity. Conflict of interest may disqualify the
advisory body member and invalidate any advisory body action where such
conflict exists. Any interest, whether personal, private or general that would tempt
an advisory body member to act in any manner other than the best public interest
should be examined and official action accordingly restricted. An interest that is
common to all similarly situated persons is not disqualifying to an action.
B. PUBLIC RECORDS LAWS
The Public Records Act found in the Government Code of the State of
California and the Gilroy Open Government Ordinance provides that categories
of official records of the city are open to inspection to any interested party at
reasonable times. Exceptions to this law are only tho se records specified in the
Act and Gilroy Open Government ordinance, such as records relative to legal
action in which the City is a party. All advisory body minutes, agenda, open
session audio records and supporting meeting documents, are public records
that must be disclosed.
C. THE BROWN ACT & GILROY OPEN GOVERNMENT ORDINANCE
The Ralph M. Brown Act is law which provides that no city advisory body
shall hold any meeting at which action is taken other than at a duly called and
regularly held meeting, notice of which is provided by agenda or by adjournment
of a prior meeting. A “Meeting” takes place whenever a quorum is present and
official business is considered. An agenda for each meeting must be posted at
least 72 hours in advance for regular advisory body meetings, and 24 hours for
special meetings. Advisory body members are permitted to socialize in a non-
meeting setting but must refrain from discussing any advisory body business.
Care should be taken to make sure that if a quorum of a n advisory body
is gathered at a public or private place, no public business is discussed and that
the gathering will not be interpreted as a meeting. If a member discusses a
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matter with a majority of other members, one at a time or in small groups, outside
of the public meeting, it will constitute a “Serial Meeting” and will violate the Act.
Care should also be taken with regard to emails. Never select “Reply All” to an
email to all advisory body members, or forward an email sent to you by one
advisory body member to another advisory body member as that could constitute
a quorum, and would violate the Act.
D. DISCRIMINATION AND EQUAL PROTECTION
All rules, regulations, laws, services and facilities must apply equally to all
persons, and not give favor to any segment of the community. Similarly, all laws
and ordinances of the city must afford equal protection to all facets of the
community, unless the purpose of a city action requires special classification of
the community.
E. DUE PROCESS
All governmental procedures and process must allow an affected party a
right to be heard, and to present controverting fact or testimony on the question
of right in the matter involved. Unfair determinations, such as bias,
predetermination, refusal to hear, etc., may invalidate actions.
F. REASONABLENESS
Every action of municipal government must be reasonable, or otherwise
stated, not arbitrary or capricious, or lacking in substantial evidence.
G. USE OF PUBLIC PROPERTY
Public property, equipment and facilities may not be used for private or
personal purposes. Facilities, equipment and supplies are provided by the city
but are limited to use in official functions only.
H. CONFLICT OF INTEREST CODE: DISCLOSURE REQUIREMENTS
Individuals serving on the Planning Commission, Building Board of
Appeals, Parks and Recreation Commission, Historic Heritage Committee and
the Physically Challenged Board of Appeals must file a Statement of Economic
Interest with the City Clerk to disclose personal interests in investments, real
property and income. This is done within 30 days of appointment date and
annually thereafter. The Conflict of Interest Code has been established and
adopted by the City Council pursuant to the California Fair Political Practices Act
(Government Code Section 87300 et seq.). Copies of the code are available
from the City Clerk.
I. USE OF CITY EMAIL
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All appointed City advisory body members will be assigned a City email
account to conduct all city related email communication. These communications
are public records, and as such must be maintained on the city servers. All City
emails are subject to the Public Records Act and you may only use your City
email to conduct City business as an advisory body member. Please do not
forward or reply to a City email from your personal email address. Once your
term on the advisory body is over, your City email will be terminated.
As noted under the Brown Act section of this handbook, care should be
taken with regard to emails. Never select “Reply All” to an email to all advisory
body members or forward an email sent to you by one advisory body member to
another advisory body member since that could constitute a quorum. All
questions and concerns should be directed to the Chair and staff liaison.
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City of Gilroy
STAFF REPORT
Agenda Item Title: Award Contract to Honeywell Building Solutions in the Amount of
$389,303 for HVAC Maintenance Services, Project No. 19-RFP-
FAC-421
Meeting Date: February 25, 2019
From: Gabriel Gonzalez, City Administrator
Department: Public Works Department
Submitted By: Girum Awoke
Prepared By: Girum Awoke
Walter Dunckel
Strategic Plan Goals
☐ Fiscal Stability
☐ Downtown
Revitalization
☐ Economic
Development
Customer Service ☐ Enhanced Public
Safety
RECOMMENDATION
Approve a three-year contract with Honeywell Building Solutions for HVAC services,
with an option to extend an additional two years, in an amount of $389,303
($124,981 in year one, $128,730 in year two, and $132,592 in year three), with a
contingency of 15% ($58,396), and authorize the City Administrator to execute the
agreement and related documents.
BACKGROUND
The Department of Public Works, Facility Services staff provides heating, ventilation,
and air conditioning (HVAC) maintenance services on small units at some of the city
owned buildings and facilities. However, given the limited staffing and the complexity
and size of units that need to be maintained on a regular basis, the City currently
contracts with Honeywell International, Inc. (Honeywell) for HVAC services for several
buildings including City Hall, Gilroy Police Department, three fire stations, Senior
Center, Wheeler Community Center, and the Corporation Yard.
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This contract also includes full-service mechanical maintenance to additional buildings
such as San Ysidro Park, Las Animas Veterans Park, the Gilroy Museum, Willey House,
and the Temporary Environmental Education Center (TEEC) building located at
Christmas Hill Park, which brings the total maintainable building space to 229,809
square feet. The new contract provides full-service mechanical maintenance service to
the HVAC systems in these buildings including repairing and/or replacing parts and
components.
ANALYSIS
The Department of Public Works put out a new solicitation in November 2018 to replace
the current HVAC services contract which is set to expire in February 2019. A Request
for Proposals (RFP) for the HVAC Services (Project No. 19-RFP-FAC-421) was issued
on November 30, 2018 with a proposal due date of January 8, 2019. The RFP was
advertised in the San Jose Mercury News and on the City’s Website. On December 12,
2018, a mandatory site tour was conducted at all sites covered in the scope. While
seven contractors attended the mandatory site tour, Honeywell Building Solutions (Part
of Honeywell International Inc.) was the only contractor that submitted a proposal.
Despite receiving only one proposal, staff recommends this contract be awarded to
Honeywell Building Solutions (Honeywell) for the following reasons:
1. Honeywell has provided excellent preventive maintenance services to the City of
Gilroy over the past several years and has proven to be very responsive to
service calls and preventative maintenance services.
2. Facility Section staff has been pleased by the quality of work Honeywell
performed related to the maintenance and upkeep of increasingly ageing HVAC
components in City buildings.
3. The price quoted for the work is consistent with what the City has been paying for
HVAC services over the past few years.
The first year of services will start at the time of contract execution and will be good for
12 months. Staff will evaluate contract performance and work with Honeywell to address
problems. Staff will also determine whether or not the contract will be extended beyond
the original term based on contractor performance.
FISCAL IMPACT/FUNDING SOURCE
The proposed price for HVAC maintenance services is as follows:
Year Contract
amount
Remark
1 $124,981 a contingency amount of
15% will be set aside for 2 $128,730
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3 $132,592 unforeseen items ($58,396)
Total $389,303
In comparison, the annual cost for services proposed by Honeywell at “Year 3” is within
7% of the current HVAC maintenance contract ($124,156), which is reasonable taking
into consideration inflation and price escalation. There are sufficient appropriations
available in the Facilities Fund to pay for these services for the remainder of this fiscal
year. Future year’s appropriations for this contract will be considered by Council during
the next biennial budget development process.
Attachments:
1. 1-City of Gilroy RFP Response Final
2. Exhibit 3 - Equipment Schedule
3. Agreement HVAC Services RFP Honeywell
4. Honeywell-Agreement
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Proposal for
City of Gilroy
HVAC Services No. 19-RFP-FAC-421
Presented by
Anna Huang
Honeywell Building Solutions
Date
January 8, 2019
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City of Gilroy HVAC Services No. 19-RFP-FAC-421 Page 1
Table of Contents
1. STATEMENT OF UNDERSTANDING ....................................................................................................... 2
2. CONTRACTOR INFORMATION STATEMENT .......................................................................................... 2
3. KEY STAFF .............................................................................................................................................. 2
4. GENERAL STATEMENT OF COMPANY QUALIFICATIONS/RESPONSIVENESS ......................................... 4
5. HVAC SERVICES COST PROPOSAL .......................................................................................................... 5
6. NON-COLLUSION DECLARATION ........................................................................................................... 5
7. REFERENCES .......................................................................................................................................... 5
8. RESOURCES AND SERVICE DESCRIPTION .............................................................................................. 6
9. STAFFING ............................................................................................................................................... 8
10. HVAC EQUIPMENT PREVENTIVE MAINTENANCE AND REPAIR ......................................................... 9
11. EQUIPMENT .................................................................................................................................... 10
12. COMMUNICATION .......................................................................................................................... 11
13. TECHNOLOGY .................................................................................................................................. 11
14. GREEN BUSINESS PRACTICES .......................................................................................................... 12
15. SERVICE PHILOSOPHY ..................................................................................................................... 13
16. CUSTOMER SERVICE AND QUALITY ................................................................................................ 17
17. PERTAINS TO THE SPECIFICS IN RESPONSE TO THE RFP ................................................................. 17
18. PERTAINS TO THE SPECIFICS IN RESPONSE TO THE RFP ................................................................. 17
19. PERTAINS TO THE SPECIFICS IN RESPONSE TO THE RFP ................................................................. 17
20. LOGISTICAL ISSUES .......................................................................................................................... 17
21. Addendum 1 .................................................................................................................................... 17
Supporting Documents
Attachment A – Non Collusion Declaration
Attachment B – Cost Proposal
Attachment C – Contractor Information
Attachment D – Equipment
Attachment E – Location Map
Attachment F – Safety & Worker’s Comp
Exhibit 1 – Honeywell Service Proposal
Exhibit 2 – Honeywell Injury & Illness Prevention Program
Exhibit 3 – Honeywell Current Work Schedule for City of Gilroy
Exhibit 4 – Licenses and Other Documents
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City of Gilroy HVAC Services No. 19-RFP-FAC-421 Page 2
1. STATEMENT OF UNDERSTANDING
City of Gilroy is requesting a proposal for Full Service Mechanical Maintenance utilizing prevailing wage.
For more details on the scope of work, please refer to the Honeywell Service Proposal in Exhibit 1.
2. CONTRACTOR INFORMATION STATEMENT
Refer to Attachment C – Contractor Information
3. KEY STAFF
Carlos Delavilla – Field Service Supervisor
EMPLOYMENT HISTORY
Employer Position Period
Honeywell San Francisco HVAC Field Service Supv 2018-present
U.S. Army Training & Operations Officer 2014-2018
Honeywell NYC Senior HVAC Controls Tech 2009-2014
Jones Lang LaSalle Refrigeration Engineer 2008-2009
MOST RECENT PROJECTS
Project Description Role/Responsibilities
Manage a service base of over 114 contracts,
valued at $1.4M
Field Service Supervisor
EDUCATION
Educational Institution Degree Training
Fayetteville Technical
Community College
Associates General Studies
Fayetteville Technical
Community College
Pursuing a Bachelors Electromechanical Engineering
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City of Gilroy HVAC Services No. 19-RFP-FAC-421 Page 3
Dave Cuddihy – Foreman
EMPLOYMENT HISTORY
Employer Position Period
Honeywell San Francisco Foreman 23 years
MOST RECENT PROJECTS
Project Description Role/Responsibilities
County of Monterey – Environmental Energy
Retrofit
Foreman (1 year)
DOJ – Santa Rosa (Refrigeration/Mechanical) Foreman
City of Antioch Service Lead Technician
EDUCATION
Educational Institution Degree Training
Local 393 Pipe trade, Journeymen,
Pipefitter
Chiller training, bracing and
medical gases, journeymen
pneumatic, rigging and cranes
ESCO Institution Universal Refrigeration
Certification
Jeff Quattrin – Journeyman
EMPLOYMENT HISTORY
Employer Position Period
Honeywell San Francisco Journeyman 31 Years
MOST RECENT PROJECTS
Project Description Role/Responsibilities
County of Monterey – Environmental Energy
Retrofit
Assistant Project Manager (1 year)
West Valley Mission College District –
Mechanical Service
Lead Fitter (10+ years)
EDUCATION
Educational Institution Degree Training
United Associates Journeymen Pipefitter Specialty: air conditioning and
refrigeration, electric theory
and controls
Local 393 Pipe trade, Journeymen,
Pipefitter
Chiller training, bracing and
medical gases, journeymen
pneumatic, rigging and cranes
RSES Fluidics and air balancing
ESCO Institution Universal Refrigeration
Certification
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Packet Pg. 63 Attachment: 1-City of Gilroy RFP Response Final (1996 : Award of Contract for HVAC Services Project No. 19-RFP-FAC-421)
City of Gilroy HVAC Services No. 19-RFP-FAC-421 Page 4
Brian Daugherty – Journeyman
EMPLOYMENT HISTORY
Employer Position Period
Honeywell San Francisco Journeyman 18 Years
MOST RECENT PROJECTS
Project Description Role/Responsibilities
County of Monterey – Environmental Energy
Retrofit
Assistant Fitter (1 year)
West Valley Mission College District –
Mechanical Service
Fitter (10+ years)
SF Bank of America Data Center Mechanical Svc Fitter (3 years)
City of Gilroy – Mechanical Service Fitter (10 years)
Moscone Convention Center – Fire Life Safety &
HVAC Damper Upgrades/Repairs
Fitter (1 year)
EDUCATION
Educational Institution Degree Training
US Navy Mechanical and HVAC training
Local 393 Pipe trade, Journeymen,
Pipefitter
Certified Journeyman
RSES Fluidics and air balancing
ESCO Institution Universal Refrigeration
Certification
4. GENERAL STATEMENT OF COMPANY
QUALIFICATIONS/RESPONSIVENESS
What’s the best way to protect your building infrastructure investment? Thousands of Northern
American building customers depend on Honeywell Building Solutions (HBS) for high performance
buildings and more successful businesses. The City of Gilroy has entrusted Honeywell as their primary
service provider for over two decades successfully working in collaboration with our Service & Delivery
teams.
When you hear building services, don’t just think of equipment repair and calibration. HBS
encompasses a much broader range of offerings and benefits: everything from compete suite
managements services to energy analysis. In fact, if you manage many facilities or one building, if you
have a full maintenance staff or limited help, HBS can save you money and make your job easier every –
in ways you probably never imagined.
The expertise of HBS’ nationwide network of service technicians is broad and deep. You’ll benefit from
prompt, responsive service and a knowledgeable technician who can apply the latest building and
industry knowledge to your specific needs.
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Partnership
Our approach allows us to present a customized Service Program for City of Gilroy; specifically, our
partnership goal is to provide you with a Service program that will contribute to the success of the City
of Gilroy’s General Plan 1:
• Quality community facilities
• Minimize costs
• Protect environmental resources
We have helped several other organizations, such as yours, with similar types of needs and with similar
types of Services, such as:
• City of Antioch
• City of Pleasant Hill
• County of Monterey
Finally, we are in a position to deliver unique value to City of Gilroy in such areas as:
• PG&E’s Commercial HVAC Quality Maintenance Program (QM Program)
• GSA Published rates and prices
• Long term provider of services
We would welcome the opportunity to explore this type of partnership with your organization.
5. HVAC SERVICES COST PROPOSAL
Refer to Attachment B – Cost Proposal
Refer to Attachment D – Included Buildings and Equipment
Refer to Attachment E – Location Map
6. NON-COLLUSION DECLARATION
Refer to Attachment A - Notarized
7. REFERENCES
Local Customer References
At Honeywell, it starts with our customers and a singular focus on helping them succeed. The we add
breakthrough technology that improves lives and makes people safer, more secure, more comfortable,
and more productive.
We are proud that the following customers selected Honeywell as the highest quality local source of
installed systems and continuing support. We are pleased to be in partnerships with these customers;
they continue to obtain the superior performance that they expect and service for their investment.
1 Reference: City of Gilroy General Plan 2020, chapter 3.
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Customer: City of Antioch
Point of Contact: James Pflueger, Operations Supervisor
Address: 1201 W 4th Street, Antioch CA 94531
Phone Number: (925) 779-6869
Annual Dollar Value: $152,136.00
Years of Service: 20+
Customer: County of Monterey (Sheriff’s Dept./Social Services/Dept. of Info)
Point of Contact: Mario Salazar, Facilities Division Manager
Address: Various county buildings
Phone Number: (831) 755-4869
Annual Dollar Value: $123,378.00
Years of Service: 30+
Customer: City of Pleasant Hill
Point of Contact: Mike Nielson, Facilities Superintendent
Address: 100 Gregory Lane, Pleasant Hill, CA 94523
Phone Number: (925) 671-4656
Annual Dollar Value: $56,500.00
Years of Service: 25+
Customer: City of Gilroy
Point of Contact: Walter Dunckel, Facilities Superintendent
Address: 100 Gregory Lane, Pleasant Hill, CA 94523
Phone Number: (408) 846-0282
Annual Dollar Value: $130,363.00
Years of Service: 30+
8. RESOURCES AND SERVICE DESCRIPTION
Complete Delivery of HVAC, Chillers, and/or Boiler Maintenance Services
Service Philosophy & Approach
Honeywell has been a stable presence in the building services industry, helping building owners’ service
their systems effectively and manager their budgets and capital investments prudently. We attribute
our industry success and longevity to our unique Service philosophy – one that focuses on key program
elements that our clients value and ensures their complete satisfaction. A snapshot of the key tenets of
our Service Approach is show below.
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Service Delivery Program Objectives
Honeywell’s reputation and successful track record delivering building mechanical services focuses on a
disciplined preventive maintenance program that meets our clients’ key service objectives. We
recognize that City of Gilroy’s building systems (HVAC, chillers and boilers) are vital to comfort, safety,
productivity, and profit and must be kept clean, well-calibrated and in good repair. Honeywell’s
Maintenance Program can help you achieve these critical client objectives by:
• Maintaining mechanical systems to ensure reliable service and optimum performance
• Improving energy efficiency and reducing utility consumption
• Minimizing breakdowns and costly emergency repairs
• Extending the life of building mechanical equipment
• Reducing administrative, material and tool costs
• Providing fast responsive service with minimal disruption to building operations
• Improving productivity and reducing costs associated with downtime
• Funding system upgrades and retrofits with energy savings
Service Delivery Process
To support our broad portfolio of Service Offerings we have developed a service process model that
ensures our clients the best service delivery in the industry. This model features an established service
process that mirrors standards (See Figure below) and is supported by key assets and technologies to
drive consistency, reliability, performance metric and documentation. Since its launch almost 20 years
ago, our Service Delivery Model continues to evolve with the introduction of new enhancements,
technologies and upgrades.
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We believe our service process and supporting assets and technologies add value to our service offering,
and are important considerations in City of Gilroy’s choice of a service partner. We have provided an
overview of these program elements below so that you can fully appreciate the key differentiators in the
Honeywell Service Offering.
9. STAFFING
a. Monthly Calendar indicating staffing and work strategies:
Work schedules (i.e. preventive maintenance (PM) activities) are planned in advance and
entered into Honeywell’s maintenance management system (CMMS – see section 13). See
exhibit#3 at the end of the response for current PM plan for City of Gilroy. The CMMS system
automatically generates Work Orders each month for the established PMs. These work orders
are dispatched electronically to the technician’s field device (FAST tool – see section 13). The
FAST tool is a handheld electronic device that connects the Technician to the Global Service
Response Center (GSRC – see section 13) in real time. Work assignments, equipment details,
and work status is shared back and forth, making the Technician’s location and work status
visible to the Dispatchers and the Field Service Supervisor. Technicians document work
completion on each work order when completed and our CMMS system offers the opportunity
to e-mail these work order real time to our customers. Field Service Supervisors utilize the
CMMS system to review work order status and documentation of work completion for follow up
with Technicians. Dispatchers are available 24/7 to relay customer calls and coordinate
emergency or non-emergency service with the Technicians. Emergency calls are initially fielded
by the GSRC Dispatchers which routes the calls to the appropriate Technicians, the escalation
process of the other backup technicians, Field Service Supervisors, and Field Service Leader as
required to ensure responsiveness to the customer. Field Service Supervisors are in contact
with the Technicians informally daily and in structured weekly Tier Meetings. Online calendars
are maintained by the Field Service Supervisor for all Technicians allowing for coordination of
work schedules, planning and customer responsiveness.
b. Complete overview of all training programs:
Honeywell maintains trainings centers in Golden Valley Minnesota and Phoenix Arizona.
Automation FLS, and Security Technicians have a stand goal of 40 hours of continued technical
training per year.
Mechanical Technicians are union Fitters trained and progressed through the union apprentice
ranks to journeyman status. Training plans are further augmented as required to support our
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contractual commitments. Additionally, Honeywell has an extensive safety training program
outlined in the safety training matrix.
c. Detail company’s employee retention program and philosophy:
Honeywell retains employees by providing total compensation that is market competitive, and
providing training and challenging, growth opportunities for our employees in their daily work.
We promote from within the company, and we formally appraise our employees twice annually,
and provide merit increases accordingly. Additionally, managers and HR collaborate to
understand retention drivers per individual, and keep pulse on employee motivation and
engagement on a constant basis.
d. Employees assigned to this contract:
Key personnel and their years of experience are identified in section 3 of this response “Key
Staff”. All listed are full time Honeywell employees. Honeywell maintains a staffing/sourcing
department that supports our Districts and branches in our sourcing needs.
e. Company’s policy for recruitment:
Candidates undergo an extensive background check as a condition for employment. Background
checks include verification of education/work history, criminal background, DMV record, and
drug testing.
f. Description of on-site supervisor’s role in delivery of contract services:
Supervisor’s role and their years of experience are identified in section 3 of this response “Key
Staff”.
g. Description of line-staff’s role in the delivery:
Delivery plan is identified in section 15 of this response “Service Delivery”.
h. Training Certifications:
Training Certifications are identified in section 3 of this response “Key Staff”.
10. HVAC EQUIPMENT PREVENTIVE MAINTENANCE AND REPAIR
Industry Leadership
Honeywell’s market presence in the identified bid zones and across the West Region is mature and
continues to grow. This industry leadership is evidence of our large market share and our ability to
service City of Gilroy large portfolio now and in the future. Honeywell’s market share is not easily
quantifiable as the market we serve is comprised of clients’ that value partnership and focus on “best
value” rather than lowest cost.
Consulting Services
Honeywell is not an industry consultant; however, we do offer consultative engineering services to our
clients in the areas of design build and energy management. Currently we have in-house professionals
that offer engineering support in the following areas:
• HVAC Systems
• System Integration development and execution
• Site technical support services
• Design Build and sales support services
Honeywell also has an experienced team of energy engineers. This team is available to provide
consultative energy services such as energy audits. Honeywell’s Engineering Center of Excellence,
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Honeywell’s “think tank” of experienced engineering professionals is also available to support
Honeywell clients with engineering expertise.
Building Automation Specialist on Staff
Building Automation Solutions and Services is a core Honeywell Competence and a key area of growth.
Currently, Honeywell’s Automation Technicians with an average of 12 years experience provide
automation services to Honeywell clients throughout the West Region. Honeywell’s Service technicians
are trained CET control technicians or engineers with access to the latest programming, engineering and
diagnostic tools.
Staff and training – Specify Training Certificates Issued by Manufacturers
There are 3 branches across California. A District General Manager (DGM) acts a general manager for
each location. A designated Field Service Leader (FSL) supports the DGM is responsible for a team of
Field Service Supervisors (FSS) who supervise the field team. An assigned lead technician establishes
and manages the local contacts for each customer location. Team communication is channeled through
the FSS and the lead technician for better coordination and account ownership. Each Honeywell branch
is generously staffed with technicians ready to provide back up and technical support as required.
During emergency situations or when back-up is required, an alternate technician is dispatched. Each
FSS conducts regularly scheduled contract performance review meetings and monitors client accounts.
We have assembled the best resources to service the City of Gilroy service portfolio and are confident
that this experienced team will meet your expectations of service excellence. This core team is
supported by a strong bench of office and field professionals available to address any expanded scope or
additional services required. The assigned project team and associated roles and responsibilities are
provided below.
11. EQUIPMENT
Please refer to Attachment D – Included Buildings and Equipment.
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12. COMMUNICATION
Please refer to section 13 of the response which also applies to communication.
13. TECHNOLOGY
Computer Maintenance Management System (CMMS)
Honeywell’s CMMS is the technology backbone of the Service Process model. The CMMS is a
comprehensive package of software modules designed to address the complex Service environment.
Honeywell leverages the CMMS to schedule, document, track, and report all service requests, quality
inspections and performance audits, as well as record complaints and corrective actions.
The CMMS features an Event Director function which provides a real-time snapshot of events, allowing
tine-critical decisions to be escalated to the Field Service Supervisor.
Other Features of the CMMS system include:
• Monitors daily/weekly/monthly scheduled maintenance and demand maintenance tasks
• Monitors priorities for all service tasks and sends notifications to the Field Service Supervisor
when issues arise, are escalated or are resolved
• Incudes a comprehensive diary and yearly planner with an automated reminder system for
deadline driven preventive maintenance tasks (e.g. tests, inspections, fire drills)
• Features a color-coded traffic light system for flagging service deadlines
The CMMS is the hub of all service activities and is an important tool for monitoring and controlling
“how we are doing.” The CMMS has comprehensive reporting capabilities that help us measure the
effectiveness of our service delivery and identify areas for improvement.
The CMMS is flexible and is used by all our teams coast to coast. This flexibility allows us to meet all
client requirements through simple configuration changes. This feature is very significant and minimizes
“start-up” issues since the processes and technologies are already in place.
Honeywell Global Response Center (GSRC)
The ISO9001:200 certified GSRC in Atlanta is one of the most established and
technically advanced monitoring and control facilities in the world. It provides an
unmatched level of dedicated, consistent service to more than 25,000 customer
sites in North America.
The GSRC is staffed 24/7 by trained building service professionals who can provide
support in five languages. Reliable uninterrupted service from the GSRC facility is ensured with
redundant systems for power, phone lines and databases.
The “FAST” Service Advantage
Field technicians are equipped with Field Automation Service TechnologyTM (FAST)
handheld computers that are linked directly to the GSRC to dramatically improve the
dispatching and service delivery processes.
FAST provides your technician with job-specific information and real-time access to
your complete service history – right from the field. Upon completion of each service call, you will
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receive a summary report via fax or e-mail, verifying any problems have been resolved and your systems
are operating properly.
Honeywell ServicePortalTM
With the Honeywell ServicePortalTM, you can your staff can securely access your service information
online, submit electronic service requests, and check on the service call status 24-hours a day. You get
convenient, fingertip access to all elements of your Honeywell service, with timely, accurate
information.
With Honeywell ServicePortalTM users can:
• Submit service request online, and instantly receive a tracking number
• View preventive maintenance schedules and work performed
• View service request status – open; in progress; closed
• Access work history on completed service calls
• Track all work orders by location, contract, or asset
• Access contract and equipment coverage details
• Use the data to construct a variety of reports, including multiple -site roll-ups
For most clients, the accountability and availability of real-time status on service work is key
differentiator. This service help our clients increase productivity, improve quality and reduce operating
costs.
14. GREEN BUSINESS PRACTICES
At Honeywell, we have been at the forefront of energy conservation for decades. We have long
understood that protecting the environment and preserving the bottom line are not mutually exclusive
ideas. We have helped companies around the globe realize that when they save energy, they also save
money. Since the 1980s, Honeywell Building Solutions has complete more than 5,000 energy efficiency
projects in facilities around the globe, minimizing costs and maximizing system performance. We’ve
conserved enough energy to power three nuclear power plants for one year – real-world, bottom-line
savings.
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Honeywell also utilizes recycled products where required by customer to meet green initiatives.
A Global Player
Honeywell was one of the four energy service companies selected by the Clinton Climate Initiative to
help the world’s largest cities reduce energy consumption and emissions.
Honeywell Sustainable Services Can Help You:
• Fund improvements within existing budgets
• Ensure comfort while reducing energy use
• Dramatically reduce energy costs
• Reduce emissions and environmental impact
• Meet environmental regulations
You can trust the dedicated energy experts at Honeywell to work with you and your staff to find the
optimal mix of technology and services to support your environmental and business goals.
Honeywell also utilizes recycled products where required by customer to meet green initiatives.
15. SERVICE PHILOSOPHY
Performance History and Delivery Plan
Honeywell has an outstanding record of performance, with a very impressive list of service customers.
we have formed partnerships with these customers to help them achieve their goals/ they continue to
obtain the benefits and top performance that they expect to receive from their investment.
We are pleased to be recognized by our customers as the highest source of quality, delivery, value and
technology. Many of our customer have gone through a careful selection process; they toured existing
installed system sites, traveled to corporate headquarters, visited manufacturing facilities and looked
closely at local capabilities. Then they selected Honeywell, a global leader in control systems and
services, as their mechanical service provider.
Additional Services Available
Additional services available through Honeywell include Energy Audit and Analysis, Design Build
Services, Energy Management, Equipment Upgrades/Retrofit and Fire Alarm and Security. A brief
overview of these services is provided below.
Maintenance Services
We can help improve your operational efficiency, reduce energy use and cost, extend equipment life,
and enhance comfort conditions. Our services include maintenance on Honeywell controls and systems
as well as those of other manufacturers, including:
• Outcome Based Services (IOT Platform)
• Building Automation Services
• Temperature Control Services
• Repair and retrofit Services
• Fire Alarm and Security System Services
• Remote Monitoring Services
• Water Treatment Services
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• Air Filtration Services
• Distributive Power Generation
Decision Support Services
You can get ahead of problems and make better-informed building operation decisions based on
Honeywell’s expert advice in:
• Energy Auditing
• Skills Assessment Services
• Equipment Inspection Services
Professional Services
You can tap into Honeywell’s North American network of technically skilled building service
professionals for 24-hoiur emergency service, remote monitoring, or the services of an on-site technical
resource manager. Professional Services include:
• Remote Monitoring
• Site Management Services
• Training
• Staff Support Services
• Technical Assistance
Gain the Honeywell Advantage
When you choose Honeywell as a service partner, you are putting the resources and commitment of a
global technology leader on your side. More than 1,800 highly trained service technicians deliver
Honeywell Building Services from more than 100 service centers throughout North America. Service
technicians are certified and factory-trained. They have access to the latest programming, engineering,
and diagnostic tools, including our wireless service information system that provides rapid access to
your equipment and building data.
In addition, Honeywell offers regular performance reviews. Your Honeywell representative will meet
with you and determine if service is being performed to your expectations. If at any time you are not
satisfied, Honeywell will do what it takes to make it right.
Energy Audit
An Energy Audit and Analysis is a concise way to track your electric, gas, water and other utility costs.
Honeywell audits can help City of Gilroy better manage your utility usage and potentially lower energy
consumption. A Honeywell Energy Audit can also help you prepare more accurate and defined budgets.
Design Build Services
Honeywell has a complete Design Build team available to provide a range of services that include
engineering design, equipment purchase, installation and commissioning, as well as project
management. This comprehensive approach offers on point of contact and single source accountability.
Energy Management
Honeywell’s Energy Management software can help City of Gilroy better control operating costs. Energy
management may include “smart: thermostats for night setback applications or enterprise-wide energy
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Manager software. As an industry leader in automation offerings, Honeywell can help City of Gilroy
optimize your building energy efficiency.
Equipment Upgrades/Retrofits
In addition to being the larges service provider, Honeywell is one of the pioneers in energy solutions for
our clients. Honeywell has extensive experience in developing and implementing energy solutions. As
the cost of energy rises, progressive companies are takings steps to cushion the impact of energy on
financial performances. Energy costs represent a significant portion of a facility’s expenses. Equipment
upgrades/retrofits deliver savings with proven energy conservation measures ranging in payback from 2
to 10 years, while providing improved occupant comfort, more efficient building operations and
environment compliance.
Fire Alarm and Security
Fire Alarm and Security Systems are critical to building operations. Unfortunately, organizations often
do no appreciate this fact until a crisis occurs. Ongoing maintenance and support activities are required
to keep systems operating at peak performance and ensure that local building and fire codes are
meeting compliance standards. As one of the world’s largest Fire Alarm and Security product
manufacturers, Honeywell can provide City of Gilroy with the guidance to perform these tasks and keep
you informed of revised codes.
Response to Emergency Services; Availability of a Service Call Center; Availability of 24-hour Service
Service Call Process
City of Gilroy requests including emergency calls, repairs, time and material upgrades and changes will
be routed through the Honeywell Call Center (GSRC) via:
• Honeywell ServicePortalTM website at any time (24/7)
• Toll free phone line
• Onsite technician who will call the GRSC on City of Gilroy’s behalf
Range of Direct Servicing in Each Zone
Honeywell’s large service footprint is considered one of our company’s greatest strengths. In the event
Honeywell is the successful proponent, we will service the City of Gilroy portfolio exclusively with
Honeywell in-house technicians (100%) with common processes, technologies and performance metrics.
Computerized Maintenance Management System (CMMS) Follow-up
Call Center Team
The Regular Call Center Operators are assigned to different geographic areas including back-ups to
promote familiarity with clients, work sites and Honeywell Technicians.
When a call is initiated, the AT&T telephone switch at the GSRC automatically routes the call to the
geographically assigned Operator. The assigned Operator enters details of the call in the CMMS (service
database) including:
• Caller’s name & phone number
• Customer’s name & address
• Nature of the call
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• Immediacy & severity of the call
• Site contact name & number
• Special access requirements
• P.O. # (if required)
The logged call data automatically generates a work order number. The Operator then assigns the work
order to a technician and transmits the work details to his FAST tool. The Technical must acknowledge
receipt of the work order within 15 minutes. If the work order is not acknowledged within 15 minutes, a
page is sent to the technician. In the unlikely event that the work order is not acknowledged, the local
Field Service Supervisor is contacted for intervention.
Service Call Classification
Following receipt of the work order, the technician is required to call the client within 20 minutes to
discuss the issue. During the call, the technician assesses the problem and the necessary actions. If the
technician can resolve the issue during the call, the work order is closed at no charge. If travel to the
site is required, the work is then classified as Critical (CEMG), Routine (EMG) or Negotiated Emergency
(NEMG).
Critical Emergency (CEMG) – If the call is classified as CEMG, the arrival time must be less than 2 hours
after the call is acknowledged. A CEMG requires that the Operator contract the local Field Service
Supervisor to advise that a CEMG call has been transmitted to the technician so the Field Service
Supervisor can monitor the work order.
Routing Emergency (EMG) – if the call is classified as EMG, technician arrival time must be less than 24
hours after the call is acknowledged, or the agreed to response time as detailed in the various scopes
provided.
Negotiated/Non-Emergency (NEMG) – If the call is classified as NEMG, the client and the technician
mutually agree on arrival time (i.e. “the next time you’re at the site, can you look at my chiller”).
If the technician and the client agree that the call classification should be revised; the technician will
contact the GSRC and revise the classification. Custom arrival times can also be added for clients with
special circumstances.
Technician Arrival on Site
Once a technician has arrived at a site, he selects ‘Arrive’ in the FAST tool which then logs the arrival
time against the assigned work order in the CMMS. The technician work activities can then be viewed
by the customer on the HSO Service Portal.
Call Progress
To ensure that the completion times for CEMG and EMG calls are met, then technician proceeds to
resolve the issue. During this time, the local Field Service Supervisor can access the web-based system
to monitor the times of open calls and projects completion times. The Field Service Supervisor and the
local administrator proactively contact technicians nearing planned completion times.
Call Completion
When the call is completed, the technician enters on the FAST Tool a list of all materials and costs, labor
hours, start and end times, and a comprehensive description of the issue and resolution. Our
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technicians have been trained to clearly communicate to the client the nature of the problems and how
it was resolved. If the call is billable, this data is transmitted from the FAST tool to the CMMS and
recorded on the associated repair invoice to preserve continuity.
Customer Communication
Once work is completed and the work order is closed, a copy of the work order including the
technician’s work summary is e-mailed or faxed to the client (from the FAST tool).
16. CUSTOMER SERVICE AND QUALITY
Please refer to section 9 & 15 of the response.
17. PERTAINS TO THE SPECIFICS IN RESPONSE TO THE RFP
18. PERTAINS TO THE SPECIFICS IN RESPONSE TO THE RFP
19. PERTAINS TO THE SPECIFICS IN RESPONSE TO THE RFP
20. LOGISTICAL ISSUES
Honeywell maintains a warehouse at our San Bruno Office as well as remote storage facilities as
required for staging of supplies to support our customer under contract.
21. ADDENDUM 1
Honeywell acknowledges receipt of Addendum #1. Please see attachment on next page.
***Honeywell reservices the right to negotiate terms and conditions upon award of the contract***
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Packet Pg. 77 Attachment: 1-City of Gilroy RFP Response Final (1996 : Award of Contract for HVAC Services Project No. 19-RFP-FAC-421)
Addendum No. 1 Project No. 18-RFQ-PW -326 Page 1 of 1
City of Gilroy
Department of Public Works
7351 Rosanna St., Gilroy, CA 95020
Phone (408) 846-0282; Fax (408) 846-0374
TO: Plan holders of the HVAC SERVICES RFP, Project No. 19-RFP-FAC-421
FROM: Walter Dunckel, Facilities Superintendent
walter.dunckel@cityofgilroy.org
DATE: Wednesday, January 2nd, 2019
ADDENDUM NO. 1
All prospective bidders are hereby notified that modification and/or changes are to be
made to the original Bidding Documents for this project, as entitled above.
1. Submission Format & Content Information, 18 Response Submission changed to read:
Response Submission - Four copies of RFP submittal and one electronic copy in the form of PDF on
CD or DVD are required. All submissions must be sealed in a package showing the following
information on the outside and addressed to:
Attn. Walter Dunckel
City of Gilroy,
7351 Rosanna Street, Gilroy, CA 95020
19-RFP-FAC-421
RFP Title: HVAC Services
Contractor’s name and address
The submission package must be mailed or delivered to the above address prior to the deadline
for receipts of submissions. All respondents who mail or ship their submissions must allow
sufficient delivery time to ensure receipt of their submissions by the time specified. Late
submissions will not be accepted for consideration.
2. ATTACHMENT B-1 dates shall be changed to:
ANNUAL COST FOR
1st YEAR
(3/1/19 - 2/28/20)
ANNUAL COST FOR
2nd YEAR
(3/1/20 - 2/28/21)
ANNUAL COST FOR
3rd YEAR
(3/1/21 – 2/28/22)
3. ATTACHMENT B-2 shall be omited.
7.A.a
Packet Pg. 78 Attachment: 1-City of Gilroy RFP Response Final (1996 : Award of Contract for HVAC Services Project No. 19-RFP-FAC-421)
Contract Audit Jan 02 2019
Customer Information:City of Gilroy Customer Number 37453
7351 Rosanna St Customer A/R Number 0000531808
Contact 1 Dunckey Walter
Gilroy ,CA 95020 Contact 1 Phone #4088480280
Contract Information:Contract Number 0040098419 Start Date Jul 1 2005
Contract Type Mechanical & Electrical Renewal Date Jul 1 2018
Contract Agreement Type Comprehensive Parts & Labor Expiration Date Jun 30 2021
Contract Legacy #4250211358 Contract Value USD 0.00
Entitlements:
Site General Information:GILROY NEW POLICE DEPT Site Number 119824
Hanna & West Seventh Street Branch San Francisco F6166
Site Field Service Leader Jones,Annette
Gilroy ,CA 95020 Lead Tech QUATTRIN, JEFF
Site Technician(s)DAUGHERTY, BRIAN
Equipment Type BOILER HOT WATER Tag Number BOILER0001 Model H91262A
Equipment Description HYDRONIC BOILER Location NEW POLICE DEPT Make RAYPAK
Equipment ID 12369700 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
CLEAN,INSPECT,VERIFY OPERATION X
Equipment Type BOILER HOT WATER Tag Number BOILER0002 Model H91262A
Equipment Description HYDRONIC BOILER Location NEW POLICE DEPT Make RAYPAK
Equipment ID 12474572 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
CLEAN,INSPECT,VERIFY OPERATION X
Equipment Type BURNER GAS ATMOSPHERIC Tag Number BURNER0001 Model
Equipment Description BOILER BURNER Location Make RAYPAK
Equipment ID 12474489 Difficulty Factor Quantity
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
PERFORM EFFICIENCY TEST X X JEFF QUATTRIN
START UP & PERFORM PM X JEFF QUATTRIN
BURNER0002 Model
Equipment Description BOILER BURNER Location Make RAYPAK
Equipment Type BURNER GAS ATMOSPHERIC Tag Number
Equipment ID 12474490 Difficulty Factor Quantity
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
PERFORM EFFICIENCY TEST X X JEFF QUATTRIN
START UP & PERFORM PM X JEFF QUATTRIN
EXHFAN0001 Model OTHER
Equipment Description EXHAUST FAN Location NEW POLICE DEPT Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 12369705 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
EXHFAN0006 Model OTHER
Equipment Description EXHAUST FAN Location NEW POLICE DEPT Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Company Internal
7.A.b
Packet Pg. 79 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Equipment ID 12474488 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
EXHFAN0003 Model OTHER
Equipment Description EXHAUST FAN Location NEW POLICE DEPT Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 12474545 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
EXHFAN0004 Model OTHER
Equipment Description EXHAUST FAN Location NEW POLICE DEPT Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 12474546 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
EXHFAN0005 Model OTHER
Equipment Description EXHAUST FAN Location NEW POLICE DEPT Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 12474547 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
EXHFAN0008 Model OTHER
Equipment Description EXHAUST FAN Location NEW POLICE DEPT Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 12474548 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
EXHFAN0009 Model OTHER
Equipment Description EXHAUST FAN Location NEW POLICE DEPT Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 12474549 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
EXHFAN0007 Model OTHER
Equipment Description EXHAUST FAN Location NEW POLICE DEPT Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 12474573 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
EXHFAN0012 Model OTHER
Equipment Description EXHAUST FAN Location NEW POLICE DEPT Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 12474574 Difficulty Factor 1 Quantity 1
Company Internal
7.A.b
Packet Pg. 80 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
EXHFAN0015 Model OTHER
Equipment Description EXHAUST FAN Location NEW POLICE DEPT Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 12474575 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
EXHFAN0002 Model OTHER
Equipment Description EXHAUST FAN Location NEW POLICE DEPT Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 12474750 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
EXHFAN0010 Model OTHER
Equipment Description EXHAUST FAN Location NEW POLICE DEPT Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 12474751 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
EXHFAN0011 Model OTHER
Equipment Description EXHAUST FAN Location NEW POLICE DEPT Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 12474752 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
EXHFAN0013 Model OTHER
Equipment Description EXHAUST FAN Location NEW POLICE DEPT Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 12474753 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
EXHFAN0016 Model OTHER
Equipment Description EXHAUST FAN Location NEW POLICE DEPT Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 12474754 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
EXHFAN0014 Model OTHER
Equipment Description EXHAUST FAN Location NEW POLICE DEPT Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 12474800 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
Company Internal
7.A.b
Packet Pg. 81 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
PKGUNT0001 Model RDT060CLW
Equipment Description ROOFTOP PACKAGE UNIT Location ROOFTOP OF NEW POLICE DEPT Make MCQUAY
Equipment Type PACKAGE HVAC SYSTEM Tag Number
Equipment ID 12474543 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
BASIC FAN, DAMPER & COIL X X X X JEFF QUATTRIN
COMPRESSOR / HP X X X X JEFF QUATTRIN
CONDENSER X X JEFF QUATTRIN
DX COIL X X X X JEFF QUATTRIN
Filters X X X X JEFF QUATTRIN
GAS / OIL HEAT EXCHANGER X X X JEFF QUATTRIN
PKGUNT0002 Model RDT060CLW
Equipment Description ROOFTOP PACKAGE UNIT Location ROOFTOP OF NEW POLICE DEPT Make MCQUAY
Equipment Type PACKAGE HVAC SYSTEM Tag Number
Equipment ID 12474544 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
BASIC FAN, DAMPER & COIL X X X X JEFF QUATTRIN
COMPRESSOR / HP X X X X JEFF QUATTRIN
CONDENSER X X JEFF QUATTRIN
DX COIL X X X X JEFF QUATTRIN
Filters X X X X JEFF QUATTRIN
GAS / OIL HEAT EXCHANGER X X X JEFF QUATTRIN
PKGUNT0003 Model RDT060CLW
Equipment Description ROOFTOP PACKAGE UNIT Location ROOFTOP OF NEW POLICE DEPT Make MCQUAY
Equipment Type PACKAGE HVAC SYSTEM Tag Number
Equipment ID 12474570 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
BASIC FAN, DAMPER & COIL X X X X JEFF QUATTRIN
COMPRESSOR / HP X X X X JEFF QUATTRIN
CONDENSER X X JEFF QUATTRIN
DX COIL X X X X JEFF QUATTRIN
Filters X X X X JEFF QUATTRIN
GAS / OIL HEAT EXCHANGER X X X JEFF QUATTRIN
HWPUMP0002 Model OTHER
Equipment Description HOT WATER PUMP Location NEW POLICE DEPT Make OTHER
Equipment Type PUMP IN/LINE BASE MOUNTED Tag Number
Equipment ID 12474487 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
START UP & PERFORM PM X
JEFF QUATTRIN
JEFF QUATTRIN
TEARDOWN & INSPECT X
Equipment Type PUMP IN/LINE BASE MOUNTED Tag Number HWPUMP0001 Model OTHER
Equipment Description HOT WATER PUMP Location NEW POLICE DEPT Make OTHER
Equipment ID 12474571 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
START UP & PERFORM PM X JEFF QUATTRIN
TEARDOWN & INSPECT X JEFF QUATTRIN
Planned Hours (this site)Jan Feb Mar Apr May Jun Jul Nov Dec
QUATTRIN,JEFF X X X X
Aug Sep Oct
X X X
Company Internal
7.A.b
Packet Pg. 82 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Branch San Francisco F6166
Lead Tech QUATTRIN, JEFF
Site General Information:Gilroy Las Animas Veteran’s Park Site Number 348216
400 Mantelli Drive
Site Field Service Leader Jones,Annette
Gilroy ,CA 95020
HSE Model
Site Technician(s)
HSE
Equipment Description HSE RISK ASSESSMENT Location Roof Make HONEYWELL
Equipment Type HSE – JOB SAFETY ASSESSMENT Tag Number
Equipment ID 14319076 Difficulty Factor Quantity
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
Compliance Check X X X X JEFF QUATTRIN
Controlled Risk X X X X JEFF QUATTRIN
Hazards X X X X JEFF QUATTRIN
Licenses X X X X JEFF QUATTRIN
Permits X X X X JEFF QUATTRIN
Physical X X X X JEFF QUATTRIN
Policy Compliance X X X X JEFF QUATTRIN
PPE X X X X JEFF QUATTRIN
Training X X X X JEFF QUATTRIN
Uncontrolled Risk X X X X JEFF QUATTRIN
IN0001 Model 58GC125-2A
Equipment Description INDOOR SECTION 4TON Location ROOF Make CARRIER
Equipment Type PKG UNIT HP SPLIT INDOOR SECTI Tag Number
Equipment ID 14322168 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
EVAP, CLEAN & TREAT X X JEFF QUATTRIN
HTG, INSPECT & PERFORM PM X X JEFF QUATTRIN
INSPECT & ADJUST CONTROLS X X X X JEFF QUATTRIN
INSPECT X X X X
JEFF QUATTRIN
JEFF QUATTRIN
SUPFAN, INSPECT & PERFORM PM X X X X
Equipment Type PKG UNIT HP SPLIT OUTDOOR SECT Tag Number OUT0001 Model 38G504-8300
Equipment Description OUTDOOR SECTION 4TON Location ROOF Make CARRIER
Equipment ID 14322079 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
COMP, INSPECT & PERFORM PM X X JEFF QUATTRIN
INSPECT & LUBRICATE X X X X JEFF QUATTRIN
INSPECT X X X X JEFF QUATTRIN
Planned Hours (this site)Jan Feb Mar Apr May Jun Jul Nov Dec
QUATTRIN,JEFF X X
Aug Sep Oct
X X
Branch San Francisco F6166
Lead Tech QUATTRIN, JEFF
Site General Information:Gilroy Christmas Hill Park Site Number 348245
7050 Miller Ave
Site Field Service Leader Jones,Annette
Gilroy ,CA 95020
HSE Model
Site Technician(s)
HSE
Equipment Description HSE RISK ASSESSMENT Location Make HONEYWELL
Equipment Type HSE – JOB SAFETY ASSESSMENT Tag Number
Equipment ID 14319023 Difficulty Factor Quantity
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
Compliance Check X X X X JEFF QUATTRIN
Company Internal
7.A.b
Packet Pg. 83 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Controlled Risk X X X X JEFF QUATTRIN
Hazards X X X X JEFF QUATTRIN
Licenses X X X X JEFF QUATTRIN
Permits X X X X JEFF QUATTRIN
Physical X X X X JEFF QUATTRIN
Policy Compliance X X X X JEFF QUATTRIN
PPE X X X X JEFF QUATTRIN
Training X X X X JEFF QUATTRIN
Uncontrolled Risk X X X X JEFF QUATTRIN
IN0001 Model RBHA-21J10 SHBA
Equipment Description INDOOR SECTION Location UTILITY CLOSET Make RHEEM
Equipment Type PKG UNIT HP SPLIT INDOOR SECTI Tag Number
Equipment ID 14322077 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
EVAP, CLEAN & TREAT X X JEFF QUATTRIN
HTG, INSPECT & PERFORM PM X X JEFF QUATTRIN
INSPECT & ADJUST CONTROLS X X X X JEFF QUATTRIN
INSPECT X X X X
JEFF QUATTRIN
JEFF QUATTRIN
SUPFAN, INSPECT & PERFORM PM X X X X
Equipment Type PKG UNIT HP SPLIT INDOOR SECTI Tag Number IN0002 Model RBHA-14J05 SHBA
Equipment Description INDOOR SECTION Location UTILITY CLOSET Make RHEEM
Equipment ID 14322078 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
EVAP, CLEAN & TREAT X X JEFF QUATTRIN
HTG, INSPECT & PERFORM PM X X JEFF QUATTRIN
INSPECT & ADJUST CONTROLS X X X X JEFF QUATTRIN
INSPECT X X X X
JEFF QUATTRIN
JEFF QUATTRIN
SUPFAN, INSPECT & PERFORM PM X X X X
Equipment Type PKG UNIT HP SPLIT OUTDOOR SECT Tag Number OUT0001 Model RPKA-042JA2
Equipment Description OUTDOOR SECTION Location OUTSIDE Make RHEEM
Equipment ID 14322074 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
COMP, INSPECT & PERFORM PM X X JEFF QUATTRIN
INSPECT & LUBRICATE X X X X
JEFF QUATTRIN
JEFF QUATTRIN
INSPECT X X X X
Equipment Type PKG UNIT HP SPLIT OUTDOOR SECT Tag Number OUT0002 Model RPKA-018JA2
Equipment Description OUTDOOR SECTION Location OUTSIDE Make RHEEM
Equipment ID 14322076 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
COMP, INSPECT & PERFORM PM X X JEFF QUATTRIN
INSPECT & LUBRICATE X X X X JEFF QUATTRIN
INSPECT X X X X JEFF QUATTRIN
Planned Hours (this site)Jan Feb Mar Apr May Jun Jul Nov Dec
QUATTRIN,JEFF X X
Aug Sep Oct
X X
Branch San Francisco F6166
Lead Tech QUATTRIN, JEFF
Site General Information:Gilroy San Ysidro Park Site Number 348252
7700 Murray Ave
Site Field Service Leader Jones,Annette
Gilroy ,CA 95020
Site Technician(s)
Company Internal
7.A.b
Packet Pg. 84 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
STAT0001 Model N/A
Equipment Description ROOM CONTROL Location SAN YSIDRO Make HONEYWELL
Equipment Type ELEC ROOM CONTROLS Tag Number
Equipment ID 14322172 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
CHECK SYS OPERATION & ADJUST X X X X
Equipment Type HSE – JOB SAFETY ASSESSMENT Tag Number HSE Model HSE
Equipment Description HSE RISK ASSESSMENT Location Make HONEYWELL
Equipment ID 14319129 Difficulty Factor Quantity
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
Compliance Check X X X X JEFF QUATTRIN
Controlled Risk X X X X JEFF QUATTRIN
Hazards X X X X JEFF QUATTRIN
Licenses X X X X JEFF QUATTRIN
Permits X X X X JEFF QUATTRIN
Physical X X X X JEFF QUATTRIN
Policy Compliance X X X X JEFF QUATTRIN
PPE X X X X JEFF QUATTRIN
Training X X X X JEFF QUATTRIN
Uncontrolled Risk X X X X JEFF QUATTRIN
RTU0001 Model 50HS-048-311AA
Equipment Description RTU UNIT Location ROOF Make CARRIER
Equipment Type PACKAGE HVAC SYSTEM Tag Number
Equipment ID 14322170 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
BASIC FAN, DAMPER & COIL X X X X JEFF QUATTRIN
COMPRESSOR / HP X X JEFF QUATTRIN
CONDENSER X X X X JEFF QUATTRIN
DX COIL X X JEFF QUATTRIN
ELECTRICAL HEAT SECTION X X JEFF QUATTRIN
Planned Hours (this site)Jan Feb Mar Apr May Jun Jul Nov Dec
QUATTRIN,JEFF X X
Aug Sep Oct
X X
Branch San Francisco F6166
Lead Tech QUATTRIN, JEFF
Site General Information:GILROY CITY HALL Site Number 56072
7351 Rosanna St
Site Field Service Leader Jones,Annette
Gilroy ,CA 95020
BOILER0001 Model
Site Technician(s)Burnitt, Amanda; DAUGHERTY, BRIAN;
Equipment Description BOILER Location BOILER ROOM Make OTHER
Equipment Type BOILER HOT WATER Tag Number
Equipment ID 11190766 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
CLEAN,INSPECT,VERIFY OPERATION X X X X X X X X X X XX
Equipment Type CABINET HEATERS & FAN COILS Tag Number FNCOIL0001 Model
Equipment Description HTG FAN COIL Location ROOF Make CARRIER
Equipment ID 11223979 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & PERFORM PM X
Company Internal
7.A.b
Packet Pg. 85 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Equipment Type CLG TWR BELT DRIVE ONGOING Tag Number CTOWER0001 Model
Equipment Description G TWR BELT DRIVE ONGO Location MECH PAD Make OTHER
Equipment ID 11206728 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT X X X X X X X X X X XX
Equipment Type FAN EXHAUST/EXTRACT Tag Number EXHFAN0001 Model
Equipment Description Location FINANCE CEILING Make OTHER
Equipment ID 11216236 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & LUBRICATE X X X X X X X X X X XX
Equipment Type FAN EXHAUST/EXTRACT Tag Number EXHFAN0002 Model
Equipment Description VENT EXH FAN Location PARK/REC CEILING Make OTHER
Equipment ID 11216443 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & LUBRICATE X X X X X X X X X X XX
Equipment Type FAN EXHAUST/EXTRACT Tag Number EXHFAN0003 Model
Equipment Description VENT EXH FAN Location BLES CEILING Make OTHER
Equipment ID 11216508 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & LUBRICATE X X X X X X X X X X XX
Equipment Type FAN SUPPLY AXIAL VANE Tag Number AXVANE0001 Model
Equipment Description SUPFAN AXIAL VANE Location CENTRAL MEZZ Make NEW YORK BLOWER
Equipment ID 11188047 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
CLEAN & INSP FAN & COILS X X X X JEFF QUATTRIN
INSPECT & LUBRICATE X X X X JEFF QUATTRIN
SUPFAN0001 Model
Equipment Description VENT SUPFAN SF GN CC Location PARK/REC Make MCQUAY
Equipment Type FAN VENT SUPPLY W/COOLING COIL Tag Number
Equipment ID 11270365 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
CLEAN & INSP FAN & COILS X X X X X X X X X X X X JEFF QUATTRIN
INSPECT & LUBRICATE X X X X JEFF QUATTRIN
SUPFAN0002 Model
Equipment Description VENT SUPFAN SF GN CC Location CENTRAL MEZZ Make MCQUAY
Equipment Type FAN VENT SUPPLY W/COOLING COIL Tag Number
Equipment ID 11270430 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & LUBRICATE X X XX
Equipment Type FAN VENT SUPPLY W/COOLING COIL Tag Number SUPFAN0003 Model
Equipment Description VENT SUPFAN SF GN CC Location CNCL CHAMBERS Make MCQUAY
Equipment ID 11270473 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & LUBRICATE X X XX
Company Internal
7.A.b
Packet Pg. 86 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Equipment Type FAN VENT SUPPLY W/COOLING COIL Tag Number SUPFAN0004 Model
Equipment Description VENT SUPFAN SF GN CC Location FINANCE CEILING Make MAGIC AIRE
Equipment ID 11270503 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & LUBRICATE X X XX
Equipment Type FAN VENT SUPPLY W/COOLING COIL Tag Number SUPFAN0005 Model
Equipment Description VENT SUPFAN SF GN CC Location FINANCE CEILING Make MAGIC AIRE
Equipment ID 11270529 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & LUBRICATE X X XX
Equipment Type FAN VENT SUPPLY W/COOLING COIL Tag Number SUPFAN0006 Model
Equipment Description VENT SUPFAN SF GN CC Location BLES CEILING Make MAGIC AIRE
Equipment ID 11270553 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & LUBRICATE X X XX
Equipment Type FILTER LO EFF DISPOSABLE SCHED Tag Number FILTER0001 Model 5AHSDX
Equipment Description FILTER CHANGE Location FILTER CHANGE Make OTHER
Equipment ID 11219669 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
REPLACE FILTER MEDIA X X X
Equipment Type PKG CONDENSER AIR/CLD SGLFAN Tag Number ACUNIT0001 Model
Equipment Description PKG UNIT FAN SF GN EL Location ROOF Make TRANE
Equipment ID 11176989 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & LUBRICATE X X X X X X X X X X XX
Equipment Type PKG CONDENSER AIR/CLD SGLFAN Tag Number ACUNIT0002 Model
Equipment Description PKG UNIT FAN SF GN EL Location WHEELER Make YORK
Equipment ID 11177046 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & LUBRICATE X X X X X X X X X X XX
Equipment Type PKG CONDENSER WATER COOLED Tag Number CONDEN0001 Model
Equipment Description KG CNDSR WATER COOLER Location NORTH MEZZ Make CARRIER
Equipment ID 11203206 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X X X X X X X X X XX
Equipment Type PKG CONDENSER WATER COOLED Tag Number CONDEN0002 Model
Equipment Description KG CNDSR WATER COOLER Location CENTRAL MEZZ Make CARRIER
Equipment ID 11203249 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X X X X X X X X X XX
Equipment Type PKG CONDENSER WATER COOLED Tag Number CONDEN0003 Model
Company Internal
7.A.b
Packet Pg. 87 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Equipment Description KG CNDSR WATER COOLER Location MECH PAD Make CARRIER
Equipment ID 11203288 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X X X X X X X X X XX
Equipment Type PKG CONDENSER WATER COOLED Tag Number CONDEN0004 Model
Equipment Description KG CNDSR WATER COOLER Location ROOF Make CARRIER
Equipment ID 11330432 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X X X X X X X X X XX
Equipment Type PKG CONDENSER WATER COOLED Tag Number CONDEN0005 Model
Equipment Description KG CNDSR WATER COOLER Location ROOF Make CARRIER
Equipment ID 11330434 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X X X X X X X X X XX
Equipment Type PKG CONDENSER WATER COOLED Tag Number CONDEN0006 Model
Equipment Description KG CNDSR WATER COOLER Location ROOF Make CARRIER
Equipment ID 11330436 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X X X X X X X X X XX
Equipment Type PKG CONDENSER WATER COOLED Tag Number CONDEN0007 Model
Equipment Description KG CNDSR WATER COOLER Location ROOF Make CARRIER
Equipment ID 11330437 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X X X X X X X X X XX
Equipment Type PUMP IN/LINE BASE MOUNTED Tag Number INLINE0001 Model
Equipment Description IN LINE PUMP Location BOILER ROOM Make BELL AND GOSSET
Equipment ID 11236413 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
START UP & PERFORM PM X X X X X X X X X X XX
Equipment Type PUMP IN/LINE BASE MOUNTED Tag Number INLINE0002 Model
Equipment Description IN LINE PUMP Location MECH PAD Make BELL AND GOSSET
Equipment ID 11236415 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
START UP & PERFORM PM X X X X X X X X X X XX
Equipment Type PUMPS SUMP & MISCELLANEOUS Tag Number HTPUMP0001 Model
Equipment Description SUMP PUMP Location BOILER ROOM Make BELL AND GOSSET
Equipment ID 11298288 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X XX
Equipment Type PUMPS SUMP & MISCELLANEOUS Tag Number HTPUMP0002 Model
Equipment Description SUMP PUMP Location BOILER ROOM Make BELL AND GOSSET
Equipment ID 11298293 Difficulty Factor 1 Quantity 1
Company Internal
7.A.b
Packet Pg. 88 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X X X JEFF QUATTRIN
Planned Hours (this site)Jan Feb Mar Apr May Jun Jul Nov Dec
QUATTRIN,JEFF X X X X X X X
Aug Sep Oct
X X X X X
Branch San Francisco F6166
Lead Tech QUATTRIN, JEFF
Site General Information:GILROY SENIOR CENTER Site Number 56517
7371 Hanna Street
Site Field Service Leader Jones,Annette
Gilroy ,CA 95020
TECHVST Model
Site Technician(s)DAUGHERTY, BRIAN
N/A
Equipment Description TECHNICIAN CONTRACT REVIEW Location Make HONEYWELL
Equipment Type ANNUAL CONTRACT REVIEW Tag Number
Equipment ID 11276383 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
ANNUAL CONTRACT REVIEW X
Equipment Type FILTER LO EFF DISPOSABLE SCHED Tag Number FILTER0001 Model
Equipment Description FILTER CHANGE Location SENIOR CENTER Make OTHER
Equipment ID 11219671 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
REPLACE FILTER MEDIA X X X
Equipment Type FLEX CONDENSER AIR COOLED Tag Number AIRCON0001 Model 565BJ048, 565BJ024
Equipment Description PKG UNIT AIR COOLED Location ROOF Make OTHER
Equipment ID 11293740 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT, CLEAN & TEST X X XX
Equipment Type FLEX CONDENSER AIR COOLED Tag Number AIRCON0002 Model 565BJ048, 565BJ024
Equipment Description PKG UNIT AIR COOLED Location ROOF Make OTHER
Equipment ID 11293741 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT, CLEAN & TEST X X XX
Equipment Type FLEX CONDENSER AIR COOLED Tag Number AIRCON0003 Model 565BJ048, 565BJ024
Equipment Description PKG UNIT AIR COOLED Location ROOF Make DAY & NIGHT
Equipment ID 11293742 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT, CLEAN & TEST X X XX
Equipment Type FLEX CONDENSER AIR COOLED Tag Number AIRCON0004 Model 565BJ048, 565BJ024
Equipment Description PKG UNIT AIR COOLED Location ROOF Make DAY & NIGHT
Equipment ID 11293743 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT, CLEAN & TEST X X XX
Equipment Type PKG CONDENSER AIR/CLD SGLFAN Tag Number PKGUNT0001 Model 10 TON
Company Internal
7.A.b
Packet Pg. 89 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Equipment Description PKG UNIT FAN SF GN EL Location ROOF Make YORK
Equipment ID 11299747 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X X X X X X X X X X X X JEFF QUATTRIN
INSPECT STARTER & DISCONNECT X JEFF QUATTRIN
PKGUNT0002 Model 10 TON
Equipment Description PKG UNIT FAN SF GN EL Location ROOF Make YORK
Equipment Type PKG CONDENSER AIR/CLD SGLFAN Tag Number
Equipment ID 11299773 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X X X X X X X X X X X X JEFF QUATTRIN
INSPECT STARTER & DISCONNECT X JEFF QUATTRIN
PKGUNT0003 Model 585HJO-48080
Equipment Description PKG UNIT FAN SF GN EL Location ROOF Make DAY & NIGHT
Equipment Type PKG CONDENSER AIR/CLD SGLFAN Tag Number
Equipment ID 11299798 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X X X X X X X X X X X X JEFF QUATTRIN
INSPECT STARTER & DISCONNECT X JEFF QUATTRIN
PKGUNT0004 Model 585HJO-48080
Equipment Description PKG UNIT FAN SF GN EL Location ROOF Make DAY & NIGHT
Equipment Type PKG CONDENSER AIR/CLD SGLFAN Tag Number
Equipment ID 11299803 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X X X X X X X X X X X X JEFF QUATTRIN
INSPECT STARTER & DISCONNECT X JEFF QUATTRIN
FSLVIS Model
Equipment Description CUSTOMER VISITS Location Make HONEYWELL
Equipment Type SUPV CUSTOMER SATIS VISIT Tag Number
Equipment ID 11227647 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
VISIT CUSTOMER X X X X Carlos Delavilla
Planned Hours (this site)Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Delavilla,Carlos X X X X
QUATTRIN,JEFF X X X X X X X X X X X X
Branch San Francisco F6166
Lead Tech QUATTRIN, JEFF
Site General Information:GILROY WHEELER COMMUNITY CENTER Site Number 56520
250 W 6TH STREET
Site Field Service Leader Jones,Annette
GILROY ,CA 95020
GASPAK0001 Model
Site Technician(s)DAUGHERTY, BRIAN
5 TONS
Equipment Description GAS PAK Location ROOF Make CARRIER
Equipment Type UNIT HEATER ELECTRIC Tag Number
Equipment ID 11297717 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & CLEAN X X
Equipment Type UNIT HEATER ELECTRIC Tag Number GASPAK0002 Model 5 TONS
Equipment Description GAS PAK Location ROOF Make CARRIER
Company Internal
7.A.b
Packet Pg. 90 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Equipment ID 11297718 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & CLEAN X X
Equipment Type UNIT HEATER GAS Tag Number GASHTR0001 Model
Equipment Description HTG UNITHEATER GAS Location ROOF Make RUUD
Equipment ID 11345732 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & CLEAN X X
Equipment Type UNIT HEATER GAS Tag Number GASHTR0002 Model
Equipment Description FURNACE Location BASEMENT Make RUUD
Equipment ID 11345733 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & CLEAN X X
Equipment Type UNIT HEATER GAS Tag Number GASHTR0003 Model
Equipment Description FURNACE Location BASEMENT Make RUUD
Equipment ID 11345734 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & CLEAN X X
Equipment Type UNIT HEATER GAS Tag Number GASHTR0004 Model
Equipment Description FURNACE Location BASEMENT Make RUUD
Equipment ID 11345735 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & CLEAN X X
Equipment Type UNIT HEATER GAS Tag Number GASHTR0006 Model
Equipment Description FURNACE Location BASEMENT Make RUUD
Equipment ID 11345736 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & CLEAN X X JEFF QUATTRIN
Planned Hours (this site)Jan Feb Mar Apr May Jun Jul Nov Dec
QUATTRIN,JEFF X
Aug Sep Oct
X
Branch San Francisco F6166
Lead Tech QUATTRIN, JEFF
Site General Information:GILROY CHESTNUT FIRE STATION Site Number 56523
7070 Chestnut Street
Site Field Service Leader Jones,Annette
Gilroy ,CA 95020
FCUHTR0001 Model
Site Technician(s)DAUGHERTY, BRIAN
Equipment Description HTG HTR FAN COIL Location CHESTNUT FIRE STATION Make DAY & NIGHT
Equipment Type CABINET HEATERS & FAN COILS Tag Number
Equipment ID 11219314 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & PERFORM PM X X
Company Internal
7.A.b
Packet Pg. 91 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Equipment Type PKG CNDSR EVAP/COOL SINGLEFAN Tag Number CONDNR0001 Model
Equipment Description PKG UNIT FAN COIL Location CHESTNUT FIRE STATION Make CARRIER
Equipment ID 11203567 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
LUBRICATE PUMPS, CLEAN COILS X X
Equipment Type PKG CNDSR EVAP/COOL SINGLEFAN Tag Number PKGUNT0001 Model
Equipment Description PKG UNIT FAN SF GN EL Location CHESTNUT FIRE STATION Make DAY & NIGHT
Equipment ID 11358840 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT STARTER & DISCONNECT X JEFF QUATTRIN
LUBRICATE PUMPS, CLEAN COILS X X JEFF QUATTRIN
PKGUNT0002 Model
Equipment Description PKG UNIT FAN SF GN EL Location CHESTNUT FIRE STATION Make DAY & NIGHT
Equipment Type PKG CNDSR EVAP/COOL SINGLEFAN Tag Number
Equipment ID 11358841 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT STARTER & DISCONNECT X JEFF QUATTRIN
LUBRICATE PUMPS, CLEAN COILS X X JEFF QUATTRIN
PKGUNT0003 Model
Equipment Description PKG UNIT FAN SF GN EL Location CHESTNUT FIRE STATION Make DAY & NIGHT
Equipment Type PKG CNDSR EVAP/COOL SINGLEFAN Tag Number
Equipment ID 11358843 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT STARTER & DISCONNECT X JEFF QUATTRIN
LUBRICATE PUMPS, CLEAN COILS X X JEFF QUATTRIN
PKGUNT0004 Model
Equipment Description PKG UNIT FAN SF GN EL Location rooftop Make DAY & NIGHT
Equipment Type PKG CNDSR EVAP/COOL SINGLEFAN Tag Number
Equipment ID 11358845 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT STARTER & DISCONNECT X JEFF QUATTRIN
LUBRICATE PUMPS, CLEAN COILS X X JEFF QUATTRIN
PKGUNT0005 Model
Equipment Description PKG UNIT FAN SF GN EL Location CHESTNUT FIRE STATION Make DAY & NIGHT
Equipment Type PKG CNDSR EVAP/COOL SINGLEFAN Tag Number
Equipment ID 11358847 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT STARTER & DISCONNECT X JEFF QUATTRIN
LUBRICATE PUMPS, CLEAN COILS X X JEFF QUATTRIN
PKGUNT0006 Model
Equipment Description PKG UNIT FAN SF GN EL Location CHESTNUT FIRE STATION Make DAY & NIGHT
Equipment Type PKG CNDSR EVAP/COOL SINGLEFAN Tag Number
Equipment ID 11358849 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT STARTER & DISCONNECT X JEFF QUATTRIN
LUBRICATE PUMPS, CLEAN COILS X X JEFF QUATTRIN
Planned Hours (this site)Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
QUATTRIN,JEFF X X X
Company Internal
7.A.b
Packet Pg. 92 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Branch San Francisco F6166
Lead Tech QUATTRIN, JEFF
Site General Information:GILROY CORPORATE YARD - FLEET BLD Site Number 56526
613 Old Gilroy Street
Site Field Service Leader Jones,Annette
Gilroy ,CA 95020
FNCOIL0001 Model
Site Technician(s)DAUGHERTY, BRIAN
Equipment Description FAN COIL Location Make OTHER
Equipment Type CABINET HEATERS & FAN COILS Tag Number
Equipment ID 11223976 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & PERFORM PM X X
Equipment Type FILTER LO EFF DISPOSABLE SCHED Tag Number FILTER0001 Model
Equipment Description FILTER CHANGE Location GILROY CORPORATE YARD Make OTHER
Equipment ID 11219670 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
REPLACE FILTER MEDIA X X
Equipment Type UNIT HEATER GAS Tag Number HEATER0001 Model
Equipment Description GAS UNIT HEATER Location GILROY CORP YARD Make DAY & NIGHT
Equipment ID 11232073 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & CLEAN X X
Equipment Type WINDOW AIR CONDITIONER Tag Number WINDOW0005 Model
Equipment Description PKG UNIT WINDOW Location OLGA'S AREA Make SEARS
Equipment ID 11282845 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT INTERNALLY X X
Equipment Type WINDOW AIR CONDITIONER Tag Number WINDOW0006 Model
Equipment Description PKG UNIT WINDOW Location STREET SEWER DEPT Make OTHER
Equipment ID 11282846 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
REPLACE FILTER MEDIA X
Equipment Type WINDOW AIR CONDITIONER Tag Number WINDOW0001 Model
Equipment Description PKG UNIT WINDOW Location RICKS AREA Make SEARS
Equipment ID 11336876 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT INTERNALLY X X
Equipment Type WINDOW AIR CONDITIONER Tag Number WINDOW0002 Model
Equipment Description EVAP COOLER Location RICKS AREA Make SEARS
Equipment ID 11336877 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT INTERNALLY X X
Equipment Type WINDOW AIR CONDITIONER Tag Number WINDOW0003 Model
Equipment Description EVAP COOLER Location RICKS AREA Make SEARS
Equipment ID 11336878 Difficulty Factor 1 Quantity 1
Company Internal
7.A.b
Packet Pg. 93 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT INTERNALLY X X
Equipment Type WINDOW AIR CONDITIONER Tag Number WINDOW0004 Model
Equipment Description EVAP COOLER Location RICKS AREA Make SEARS
Equipment ID 11336879 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT INTERNALLY X X JEFF QUATTRIN
Planned Hours (this site)Jan Feb Mar Apr May Jun Jul Nov Dec
QUATTRIN,JEFF X X X
Aug Sep Oct
Branch San Francisco F6166
Lead Tech QUATTRIN, JEFF
Site General Information:GILROY LAS ANIMAS FIRE STATION Site Number 56529
8383 Wren Ave
Site Field Service Leader Jones,Annette
Gilroy ,CA 95020
FCUNIT0001 Model
Site Technician(s)DAUGHERTY, BRIAN
Equipment Description HTG CABINET Location FIRE DEPT MECH RM Make CARRIER
Equipment Type CABINET HEATERS & FAN COILS Tag Number
Equipment ID 11219315 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & PERFORM PM X X
Equipment Type FILTER LO EFF DISPOSABLE SCHED Tag Number FILTER0001 Model
Equipment Description FILTERS Location Make OTHER
Equipment ID 11219687 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
REPLACE FILTER MEDIA X X
Equipment Type PKG CONDENSER AIR/CLD SGLFAN Tag Number CONDSR0001 Model 38G504-8300
Equipment Description PKG CNDSR AIR SGLFAN Location AS ANIMAS FIRE DEPT OUTSIDE Make CARRIER
Equipment ID 11203648 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & LUBRICATE X X
Equipment Type UNIT HEATER ELECTRIC Tag Number ELECHT0001 Model
Equipment Description TG UNIT HEATER ELECTRIC Location SAN YSIDRO PARK Make REZNOR
Equipment ID 11214849 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & CLEAN X X
Equipment Type UNIT HEATER ELECTRIC Tag Number ELEHTR0001 Model 5 TON
Equipment Description TG UNITHEATER ELECTRIC Location Make OTHER
Equipment ID 11214961 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & CLEAN X X
Equipment Type UNIT HEATER ELECTRIC Tag Number GASPAK0001 Model
Company Internal
7.A.b
Packet Pg. 94 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Equipment Description GAS PAK Location FIRE DEPT MECH RM Make REZNOR
Equipment ID 11229927 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & CLEAN X X
Equipment Type UNIT HEATER GAS Tag Number HANHTR0001 Model
Equipment Description HTG UNITHEATER GAS Location LAS ANIMAS FIRE DEPT GARAGE Make REZNOR
Equipment ID 11231810 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & CLEAN X X
Equipment Type WINDOW AIR CONDITIONER Tag Number WINDOW0001 Model
Equipment Description PKG UNIT WINDOW Location LAS ANIMAS FIRE DEPT TANK RO Make OTHER
Equipment ID 11303028 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT INTERNALLY X X JEFF QUATTRIN
REPLACE FILTER MEDIA X JEFF QUATTRIN
WINDOW0002 Model
Equipment Description PKG UNIT WINDOW Location LAS ANIMAS FIRE DEPT TANK RO Make OTHER
Equipment Type WINDOW AIR CONDITIONER Tag Number
Equipment ID 11303030 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT INTERNALLY X X JEFF QUATTRIN
REPLACE FILTER MEDIA X JEFF QUATTRIN
Planned Hours (this site)Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
QUATTRIN,JEFF X X X
Branch San Francisco F6166
Lead Tech QUATTRIN, JEFF
Site General Information:GILROY YOUTH CENTER Site Number 56532
7400 Railroad Street
Site Field Service Leader Neal,Mike
Gilroy ,CA 95020
ECONO0001 Model
Site Technician(s)DAUGHERTY, BRIAN
GCS16-072 6 TON
Equipment Description ASE UNIT WITH ECONOI Location GOLF COURSE Make OTHER
Equipment Type FLEX PACKAGE UNITS Tag Number
Equipment ID 11214144 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
Equipment Type FLEX PACKAGE UNITS Tag Number HTCOOL0001 Model RKKA M/N A036 3 TON
Equipment Description AS HEATING ELEC COOLING Location GOLF COURSE Make RHEEM
Equipment ID 11234035 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
Planned Hours (this site)Jan Feb Mar Apr May Jun Jul Nov DecAugSepOct
Company Internal
7.A.b
Packet Pg. 95 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Branch San Francisco F6166
Lead Tech QUATTRIN, JEFF
Site General Information:GILROY MUSEUM Site Number 56535
195 5th Street
Site Field Service Leader Jones,Annette
Gilroy ,CA 95020
STAT0001 Model
Site Technician(s)DAUGHERTY, BRIAN
RTH7600
Equipment Description ROOM CONTROL Location MUSEUM Make HONEYWELL
Equipment Type ELEC ROOM CONTROLS Tag Number
Equipment ID 14322109 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
CHECK SYS OPERATION & ADJUST X X X X
Equipment Type HSE – JOB SAFETY ASSESSMENT Tag Number HSE Model HSE
Equipment Description HSE RISK ASSESSMENT Location Make HONEYWELL
Equipment ID 13939782 Difficulty Factor Quantity
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
Compliance Check X X X X JEFF QUATTRIN
Controlled Risk X X X X JEFF QUATTRIN
Hazards X X X X JEFF QUATTRIN
Licenses X X X X JEFF QUATTRIN
Permits X X X X JEFF QUATTRIN
Physical X X X X JEFF QUATTRIN
Policy Compliance X X X X JEFF QUATTRIN
PPE X X X X JEFF QUATTRIN
Training X X X X JEFF QUATTRIN
Uncontrolled Risk X X X X JEFF QUATTRIN
INDOOR0001 Model 311JAV060155AAJA
Equipment Description INDOOR SECTION 5TON Location MECH ROOM Make BRYANT
Equipment Type PKG UNIT HP SPLIT INDOOR SECTI Tag Number
Equipment ID 14322107 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
EVAP, CLEAN & TREAT X X JEFF QUATTRIN
HTG, INSPECT & PERFORM PM X X JEFF QUATTRIN
INSPECT & ADJUST CONTROLS X X X X JEFF QUATTRIN
INSPECT X X X X
JEFF QUATTRIN
JEFF QUATTRIN
SUPFAN, INSPECT & PERFORM PM X X X X
Equipment Type PKG UNIT HP SPLIT OUTDOOR SECT Tag Number OUTDOOR0001 Model VSC13060AA
Equipment Description OUTDOOR SECTION 5TON Location OUTSIDE Make BRYANT
Equipment ID 14322108 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
COMP, INSPECT & PERFORM PM X X JEFF QUATTRIN
INSPECT & LUBRICATE X X X X JEFF QUATTRIN
INSPECT X X X X JEFF QUATTRIN
Planned Hours (this site)Jan Feb Mar Apr May Jun Jul Nov Dec
QUATTRIN,JEFF X X
Aug Sep Oct
X X
Branch San Francisco F6166
Lead Tech QUATTRIN, JEFF
Site General Information:GILROY FLEET MAINTENANCE BLDG Site Number 56537
613 Old Gilroy Street
Site Field Service Leader Jones,Annette
Gilroy ,CA 95020
Site Technician(s)DAUGHERTY, BRIAN
Company Internal
7.A.b
Packet Pg. 96 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
EVPCLG0001 Model ES830E
Equipment Description EVAPORATIVE COOLER Location FLEET MAINT BLDG Make ADOBE AIR
Equipment Type EVAP COOLER WITH MEDIA BELT Tag Number
Equipment ID 11315126 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
DRAIN, INSPECT, CLEAN & PAINT X X JEFF QUATTRIN
REPLACE FILTER MEDIA X JEFF QUATTRIN
EVPCLG0002 Model EVAPORATIVE
Equipment Description EVAPORATIVE COOLER Location FLEET MAINT BLDG Make ADOBE AIR
Equipment Type EVAP COOLER WITH MEDIA BELT Tag Number
Equipment ID 11315127 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
DRAIN, INSPECT, CLEAN & PAINT X X JEFF QUATTRIN
REPLACE FILTER MEDIA X JEFF QUATTRIN
EVPCLG0003 Model EVAPORATIVE
Equipment Description EVAPORATIVE COOLER Location FLEET MAINT BLDG Make ADOBE AIR
Equipment Type EVAP COOLER WITH MEDIA BELT Tag Number
Equipment ID 11315128 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
DRAIN, INSPECT, CLEAN & PAINT X X JEFF QUATTRIN
REPLACE FILTER MEDIA X JEFF QUATTRIN
FANCOL0001 Model CAH24D0000C
Equipment Description FAN COIL Location FLEET MAINT BLDG Make EMI
Equipment Type PKG UNIT HP SPLIT INDOOR SECTI Tag Number
Equipment ID 11217955 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
EVAP, CLEAN & TREAT X X JEFF QUATTRIN
HTG, INSPECT & PERFORM PM X JEFF QUATTRIN
INSPECT & ADJUST CONTROLS X X JEFF QUATTRIN
INSPECT X X JEFF QUATTRIN
REPLACE FILTERS X X X X JEFF QUATTRIN
SUPFAN, INSPECT & PERFORM PM X X JEFF QUATTRIN
CNDUNT0001 Model SHC240F0000AA0A
Equipment Description CONDENSER Location FLEET MAINT BLDG Make EMI
Equipment Type PKG UNIT HP SPLIT OUTDOOR SECT Tag Number
Equipment ID 11196537 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
COMP, INSPECT & PERFORM PM X X X X JEFF QUATTRIN
INSPECT & LUBRICATE X X JEFF QUATTRIN
INSPECT X X JEFF QUATTRIN
Planned Hours (this site)Jan Feb Mar Apr May Jun Jul Nov Dec
QUATTRIN,JEFF X X X X X
Aug Sep Oct
X
Branch San Francisco F6166
Lead Tech QUATTRIN, JEFF
Site General Information:GILROY ADMINISTRATION BLDG Site Number 56538
613 Old Gilroy Street
Site Field Service Leader Jones,Annette
Gilroy ,CA 95020
AHUUNT0001 Model
Site Technician(s)DAUGHERTY, BRIAN; Delavilla, Carlos
YCD180B4L0HB
Equipment Description AHU #1 Location ADMIN BLDG - ROOF Make TRANE
Equipment Type FAN VENT SUPPLY W/COOLING COIL Tag Number
Company Internal
7.A.b
Packet Pg. 97 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Equipment ID 11181525 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
CLEAN & INSP FAN & COILS X X JEFF QUATTRIN
INSPECT & LUBRICATE X X JEFF QUATTRIN
PKGUNT0001 Model YCCO18FIL0BH
Equipment Description PKG UNIT #1 Location ADMIN BLDG - ROOF Make TRANE
Equipment Type PKG UNIT ROOFTOP HEATPUMP Tag Number
Equipment ID 11249295 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X JEFF QUATTRIN
CNTRLS, INSPECT & PERFORM PM X X JEFF QUATTRIN
COMP, INSPECT & PERFORM PM X X JEFF QUATTRIN
COND,INSPECT,LUBE,& ADJUST X X JEFF QUATTRIN
EVAP COIL &DRAIN INSPECT CLEAN X X JEFF QUATTRIN
HTG, INSPECT & PERFORM PM X JEFF QUATTRIN
REPLACE FILTERS X X JEFF QUATTRIN
SUPFAN, INSPECT & PERFORM PM X X JEFF QUATTRIN
PKGUNT0002 Model YS036A34LA120
Equipment Description PKG UNIT #2 Location ADMIN BLDG - ROOF Make TRANE
Equipment Type PKG UNIT ROOFTOP HEATPUMP Tag Number
Equipment ID 11249398 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X JEFF QUATTRIN
CNTRLS, INSPECT & PERFORM PM X X JEFF QUATTRIN
COMP, INSPECT & PERFORM PM X X JEFF QUATTRIN
COND,INSPECT,LUBE,& ADJUST X X JEFF QUATTRIN
EVAP COIL &DRAIN INSPECT CLEAN X X JEFF QUATTRIN
HTG, INSPECT & PERFORM PM X JEFF QUATTRIN
REPLACE FILTERS X X JEFF QUATTRIN
SUPFAN, INSPECT & PERFORM PM X X JEFF QUATTRIN
PKGUNT0003 Model YCCO42F3MOBG
Equipment Description PKG UNIT #3 Location ADMIN BLDG - ROOF Make TRANE
Equipment Type PKG UNIT ROOFTOP HEATPUMP Tag Number
Equipment ID 11249470 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X JEFF QUATTRIN
CNTRLS, INSPECT & PERFORM PM X X JEFF QUATTRIN
COMP, INSPECT & PERFORM PM X X JEFF QUATTRIN
COND,INSPECT,LUBE,& ADJUST X X JEFF QUATTRIN
EVAP COIL &DRAIN INSPECT CLEAN X X JEFF QUATTRIN
HTG, INSPECT & PERFORM PM X JEFF QUATTRIN
REPLACE FILTERS X X JEFF QUATTRIN
SUPFAN, INSPECT & PERFORM PM X X JEFF QUATTRIN
PKGUNT0004 Model YCCO42F3MOBG
Equipment Description PKG UNIT #4 Location ADMIN BLDG - ROOF Make TRANE
Equipment Type PKG UNIT ROOFTOP HEATPUMP Tag Number
Equipment ID 11249518 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X JEFF QUATTRIN
CNTRLS, INSPECT & PERFORM PM X X JEFF QUATTRIN
COMP, INSPECT & PERFORM PM X X JEFF QUATTRIN
COND,INSPECT,LUBE,& ADJUST X X JEFF QUATTRIN
EVAP COIL &DRAIN INSPECT CLEAN X X JEFF QUATTRIN
HTG, INSPECT & PERFORM PM X JEFF QUATTRIN
REPLACE FILTERS X X JEFF QUATTRIN
Company Internal
7.A.b
Packet Pg. 98 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
SUPFAN, INSPECT & PERFORM PM X X JEFF QUATTRIN
PKGUNT0005 Model YCCO42F3MOBG
Equipment Description PKG UNIT #5 Location ADMIN BLDG - ROOF Make TRANE
Equipment Type PKG UNIT ROOFTOP HEATPUMP Tag Number
Equipment ID 11249564 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X JEFF QUATTRIN
CNTRLS, INSPECT & PERFORM PM X X JEFF QUATTRIN
COMP, INSPECT & PERFORM PM X X JEFF QUATTRIN
COND,INSPECT,LUBE,& ADJUST X X JEFF QUATTRIN
EVAP COIL &DRAIN INSPECT CLEAN X X JEFF QUATTRIN
HTG, INSPECT & PERFORM PM X JEFF QUATTRIN
REPLACE FILTERS X X JEFF QUATTRIN
SUPFAN, INSPECT & PERFORM PM X X JEFF QUATTRIN
Planned Hours (this site)Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
QUATTRIN,JEFF X X
Branch San Francisco F6166
Lead Tech QUATTRIN, JEFF
Site General Information:GILROY SUNRISE FIRE STATION Site Number 56539
880 Sunrise
Site Field Service Leader Jones,Annette
Gilroy ,CA 95020
FANEXH0001 Model
Site Technician(s)DAUGHERTY, BRIAN
EXHAUST FAN
Equipment Description EXHAUST FAN #1 Location SUNRISE FIRE STATION Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 11296959 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
FANEXH0002 Model EXHAUST FAN
Equipment Description EXHAUST FAN #1 Location SUNRISE FIRE STATION Make OTHER
Equipment Type FAN EXHAUST/EXTRACT Tag Number
Equipment ID 11296966 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT & LUBRICATE X JEFF QUATTRIN
TEST & INSPECT X JEFF QUATTRIN
FANCOL0001 Model 38HDC024-341
Equipment Description FAN COIL Location TOOL ROOM Make CARRIER
Equipment Type PKG UNIT HP SPLIT INDOOR SECTI Tag Number
Equipment ID 11217956 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
EVAP, CLEAN & TREAT X X JEFF QUATTRIN
HTG, INSPECT & PERFORM PM X JEFF QUATTRIN
INSPECT & ADJUST CONTROLS X X JEFF QUATTRIN
INSPECT X X JEFF QUATTRIN
REPLACE FILTERS X X JEFF QUATTRIN
SUPFAN, INSPECT & PERFORM PM X X JEFF QUATTRIN
CNDUNT0001 Model 38BK009130
Equipment Description CONDENSER Location SUNRISE FIRE STATION Make CARRIER
Equipment Type PKG UNIT HP SPLIT OUTDOOR SECT Tag Number
Equipment ID 11196538 Difficulty Factor 1 Quantity 1
Company Internal
7.A.b
Packet Pg. 99 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
COMP, INSPECT & PERFORM PM X X JEFF QUATTRIN
INSPECT & LUBRICATE X X
JEFF QUATTRIN
JEFF QUATTRIN
INSPECT X X
Equipment Type PKG UNIT ROOFTOP HEATPUMP Tag Number PKGUNT0001 Model 48HJE005-651
Equipment Description PKG UNIT #1 Location SUNRISE FIRE STATION Make CARRIER
Equipment ID 11249296 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X JEFF QUATTRIN
CNTRLS, INSPECT & PERFORM PM X X JEFF QUATTRIN
COMP, INSPECT & PERFORM PM X X JEFF QUATTRIN
COND,INSPECT,LUBE,& ADJUST X X JEFF QUATTRIN
EVAP COIL &DRAIN INSPECT CLEAN X X JEFF QUATTRIN
HTG, INSPECT & PERFORM PM X JEFF QUATTRIN
REPLACE FILTERS X X JEFF QUATTRIN
SUPFAN, INSPECT & PERFORM PM X X JEFF QUATTRIN
PKGUNT0002 Model 48GXN024040311
Equipment Description PKG UNIT #2 Location SUNRISE FIRE STATION Make CARRIER
Equipment Type PKG UNIT ROOFTOP HEATPUMP Tag Number
Equipment ID 11249399 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X JEFF QUATTRIN
CNTRLS, INSPECT & PERFORM PM X X JEFF QUATTRIN
COMP, INSPECT & PERFORM PM X X JEFF QUATTRIN
COND,INSPECT,LUBE,& ADJUST X X JEFF QUATTRIN
EVAP COIL &DRAIN INSPECT CLEAN X X JEFF QUATTRIN
HTG, INSPECT & PERFORM PM X JEFF QUATTRIN
REPLACE FILTERS X X JEFF QUATTRIN
SUPFAN, INSPECT & PERFORM PM X X JEFF QUATTRIN
PKGUNT0003 Model 48HJE005
Equipment Description PKG UNIT #3 Location SUNRISE FIRE STATION Make CARRIER
Equipment Type PKG UNIT ROOFTOP HEATPUMP Tag Number
Equipment ID 11249471 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X JEFF QUATTRIN
CNTRLS, INSPECT & PERFORM PM X X JEFF QUATTRIN
COMP, INSPECT & PERFORM PM X X JEFF QUATTRIN
COND,INSPECT,LUBE,& ADJUST X X JEFF QUATTRIN
EVAP COIL &DRAIN INSPECT CLEAN X X JEFF QUATTRIN
HTG, INSPECT & PERFORM PM X JEFF QUATTRIN
REPLACE FILTERS X X JEFF QUATTRIN
SUPFAN, INSPECT & PERFORM PM X X JEFF QUATTRIN
PKGUNT0004 Model 48GXN036060501
Equipment Description PKG UNIT #4 Location SUNRISE FIRE STATION Make CARRIER
Equipment Type PKG UNIT ROOFTOP HEATPUMP Tag Number
Equipment ID 11249519 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
CLEAN & TREAT FOR CORROSION X X JEFF QUATTRIN
CNTRLS, INSPECT & PERFORM PM X X JEFF QUATTRIN
COMP, INSPECT & PERFORM PM X X JEFF QUATTRIN
COND,INSPECT,LUBE,& ADJUST X X JEFF QUATTRIN
EVAP COIL &DRAIN INSPECT CLEAN X X JEFF QUATTRIN
HTG, INSPECT & PERFORM PM X JEFF QUATTRIN
REPLACE FILTERS X X JEFF QUATTRIN
SUPFAN, INSPECT & PERFORM PM X X JEFF QUATTRIN
Company Internal
7.A.b
Packet Pg. 100 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
HTGUNT0001 Model AREA HEATER
Equipment Description AREA HEATER #1 Location FLEET Make OTHER
Equipment Type RADIANT TUBE HEATER GAS Tag Number
Equipment ID 11332779 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT AND CYCLE CONTROLS X
Equipment Type RADIANT TUBE HEATER GAS Tag Number HTGUNT0002 Model AREA HEATER
Equipment Description AREA HEATER #1 Location FLEET Make OTHER
Equipment ID 11332780 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT AND CYCLE CONTROLS X
Equipment Type RADIANT TUBE HEATER GAS Tag Number HTGUNT0003 Model AREA HEATER
Equipment Description AREA HEATER #1 Location FLEET Make OTHER
Equipment ID 11332781 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT AND CYCLE CONTROLS X
Equipment Type RADIANT TUBE HEATER GAS Tag Number HTGUNT0004 Model AREA HEATER
Equipment Description AREA HEATER #1 Location FLEET Make OTHER
Equipment ID 11332782 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
INSPECT AND CYCLE CONTROLS X JEFF QUATTRIN
Planned Hours (this site)Jan Feb Mar Apr May Jun Jul Nov Dec
QUATTRIN,JEFF X X
Aug Sep Oct
Branch San Francisco F6166
Lead Tech QUATTRIN, JEFF
Site General Information:GILROY OLD POLICE DEPT Site Number 56541
7370 Rosanna St
Site Field Service Leader Jones,Annette
Gilroy ,CA 95020
AIRCOM0001 Model
Site Technician(s)DAUGHERTY, BRIAN
Equipment Description AIR COMPRESSOR Location POLICE STATION Make DAYTON
Equipment Type AIR COMPRESSOR DUAL PUMP Tag Number
Equipment ID 11182546 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
CHECK OIL LEVEL & DRAIN TANK.X X JEFF QUATTRIN
INSPECT PERFORM OPERATION TEST X X X X JEFF QUATTRIN
BOILER0001 Model 36,0.11BHP GAS/ELEC
Equipment Description BOILER Location MECH ROOM Make OTHER
Equipment Type BOILER HOT WATER Tag Number
Equipment ID 11190767 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
CLEAN,INSPECT,VERIFY OPERATION X X X X X X X X X X XX
Equipment Type FILTER LO EFF DISPOSABLE SCHED Tag Number FILTER0001 Model
Equipment Description FILTERS Location VARIOUS Make OTHER
Equipment ID 11588344 Difficulty Factor 1 Quantity 56
Company Internal
7.A.b
Packet Pg. 101 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
REPLACE FILTER MEDIA X XX
Equipment Type PKG CONDENSER AIR/CLD SGLFAN Tag Number AHUFAN0001 Model HC1-18LS
Equipment Description SUPPLY FANS, MOTORS, 2 Location POLICE MECH Make ALADDIN
Equipment ID 11293410 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & LUBRICATE X X X X X X X X X X XX
Equipment Type PKG CONDENSER AIR/CLD SGLFAN Tag Number AHUFAN0002 Model HC1-18LS
Equipment Description SUPPLY FANS, MOTORS, 2 Location POLICE MECH Make ALADDIN
Equipment ID 11293411 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
JEFF QUATTRIN
Dec Lead Tech
INSPECT & LUBRICATE X X X X X X X X X X XX
Equipment Type PNEU CONTROL PANEL PER LOOP Tag Number PANELS0001 Model
Equipment Description PNUEMATIC PANEL Location POLICE STATION Make HONEYWELL
Equipment ID 11244876 Difficulty Factor 1 Quantity 1
Task Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Lead Tech
CLEAN & INSPECT X X X X X X X X X X X X JEFF QUATTRIN
Planned Hours (this site)Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
QUATTRIN,JEFF X X X X X X X X X X X X
Jobsite equipment not associated to any contract
Equipment Type AIR HANDLING UNIT Tag Number ahu-1 Model
Equipment Description Location first floor mechanical Make OTHER
Equipment ID 1031331075 Difficulty Factor Quantity
Equipment Type BOILER HOT WATER Tag Number BOILER0002 Model 0.10 BHP GAS/ELEC
Equipment Description BOILER Location MECH ROOM Make RITE ENG
Equipment ID 11191015 Difficulty Factor 1 Quantity 1
Equipment Type FAN VENT SUPPLY W/COOLING COIL Tag Number fc4 Model
Equipment Description Location hallway overhead Make CARRIER
Equipment ID 1024150355 Difficulty Factor Quantity
Equipment Type FILTER LO EFF DISPOSABLE SCHED Tag Number FILTER0001 Model
Equipment Description FILTER CHANGE Location CHESTNUT FIRE Make OTHER
Equipment ID 11219668 Difficulty Factor 1 Quantity 1
Equipment Type FLEX CONDENSER AIR COOLED Tag Number Model
Equipment Description Location Make MCQUAY
Equipment ID 1010818260 Difficulty Factor Quantity
Equipment Type FLEX CONDENSER AIR COOLED Tag Number Model
Equipment Description Location outside Make DAY & NIGHT
Equipment ID 1010818445 Difficulty Factor Quantity
Equipment Type FLEX CONDENSER AIR COOLED Tag Number CONDEN0001 Model 2HP
Company Internal
7.A.b
Packet Pg. 102 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Equipment Description AIR COOLED CONDENSER Location ROOF Make CARRIER
Equipment ID 11203167 Difficulty Factor 1 Quantity 1
Equipment Type FLEX PACKAGE UNITS Tag Number 3 Model
Equipment Description Location rooftop Make CARRIER
Equipment ID 1037962000 Difficulty Factor Quantity
Equipment Type HOT WATER LOOP SYSTEM Tag Number Model
Equipment Description Location Make NOT LISTED
Equipment ID 1010818475 Difficulty Factor Quantity
Equipment Type HSE – JOB SAFETY ASSESSMENT Tag Number HSE Model HSE
Equipment Description HSE RISK ASSESSMENT Location Make HONEYWELL
Equipment ID 13939557 Difficulty Factor Quantity
Equipment Type HSE – JOB SAFETY ASSESSMENT Tag Number HSE Model HSE
Equipment Description HSE RISK ASSESSMENT Location Make HONEYWELL
Equipment ID 13939770 Difficulty Factor Quantity
Equipment Type HSE – JOB SAFETY ASSESSMENT Tag Number HSE Model HSE
Equipment Description HSE RISK ASSESSMENT Location Make HONEYWELL
Equipment ID 13939772 Difficulty Factor Quantity
Equipment Type HSE – JOB SAFETY ASSESSMENT Tag Number HSE Model HSE
Equipment Description HSE RISK ASSESSMENT Location Make HONEYWELL
Equipment ID 13939774 Difficulty Factor Quantity
Equipment Type HSE – JOB SAFETY ASSESSMENT Tag Number HSE Model HSE
Equipment Description HSE RISK ASSESSMENT Location Make HONEYWELL
Equipment ID 13939776 Difficulty Factor Quantity
Equipment Type HSE – JOB SAFETY ASSESSMENT Tag Number HSE Model HSE
Equipment Description HSE RISK ASSESSMENT Location Make HONEYWELL
Equipment ID 13939778 Difficulty Factor Quantity
Equipment Type HSE – JOB SAFETY ASSESSMENT Tag Number HSE Model HSE
Equipment Description HSE RISK ASSESSMENT Location Make HONEYWELL
Equipment ID 13939780 Difficulty Factor Quantity
Equipment Type HSE – JOB SAFETY ASSESSMENT Tag Number HSE Model HSE
Equipment Description HSE RISK ASSESSMENT Location Make HONEYWELL
Equipment ID 13939784 Difficulty Factor Quantity
Equipment Type HSE – JOB SAFETY ASSESSMENT Tag Number HSE Model HSE
Equipment Description HSE RISK ASSESSMENT Location Make HONEYWELL
Equipment ID 13939785 Difficulty Factor Quantity
Equipment Type HSE – JOB SAFETY ASSESSMENT Tag Number HSE Model HSE
Equipment Description HSE RISK ASSESSMENT Location Make HONEYWELL
Equipment ID 13939786 Difficulty Factor Quantity
Equipment Type HSE – JOB SAFETY ASSESSMENT Tag Number HSE Model HSE
Equipment Description HSE RISK ASSESSMENT Location Make HONEYWELL
Equipment ID 13939788 Difficulty Factor Quantity
Company Internal
7.A.b
Packet Pg. 103 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Equipment Type HSE – JOB SAFETY ASSESSMENT Tag Number HSE Model HSE
Equipment Description HSE RISK ASSESSMENT Location Make HONEYWELL
Equipment ID 13949472 Difficulty Factor Quantity
Equipment Type MISCELLANEOUS EQUIPMENT Tag Number Reactive chargeable Model
Equipment Description Non defined equipment Location Make OTHER
Equipment ID 14220525 Difficulty Factor 1 Quantity 1
Equipment Type MISCELLANEOUS EQUIPMENT Tag Number Reactive chargeable Model
Equipment Description Non defined equipment Location Make OTHER
Equipment ID 14220593 Difficulty Factor 1 Quantity 1
Equipment Type MISCELLANEOUS EQUIPMENT Tag Number Reactive chargeable Model
Equipment Description Non defined equipment Location Make OTHER
Equipment ID 14220595 Difficulty Factor 1 Quantity 1
Equipment Type MISCELLANEOUS EQUIPMENT Tag Number Reactive chargeable Model
Equipment Description Non defined equipment Location Make OTHER
Equipment ID 14220596 Difficulty Factor 1 Quantity 1
Equipment Type MISCELLANEOUS EQUIPMENT Tag Number Reactive chargeable Model
Equipment Description Non defined equipment Location Make OTHER
Equipment ID 14220598 Difficulty Factor 1 Quantity 1
Equipment Type MISCELLANEOUS EQUIPMENT Tag Number Reactive chargeable Model
Equipment Description Non defined equipment Location Make OTHER
Equipment ID 14220600 Difficulty Factor 1 Quantity 1
Equipment Type MISCELLANEOUS EQUIPMENT Tag Number Reactive chargeable Model
Equipment Description Non defined equipment Location Make OTHER
Equipment ID 14220603 Difficulty Factor 1 Quantity 1
Equipment Type MISCELLANEOUS EQUIPMENT Tag Number Reactive chargeable Model
Equipment Description Non defined equipment Location Make OTHER
Equipment ID 14220605 Difficulty Factor 1 Quantity 1
Equipment Type MISCELLANEOUS EQUIPMENT Tag Number Reactive chargeable Model
Equipment Description Non defined equipment Location Make OTHER
Equipment ID 14220606 Difficulty Factor 1 Quantity 1
Equipment Type MISCELLANEOUS EQUIPMENT Tag Number Reactive chargeable Model
Equipment Description Non defined equipment Location Make OTHER
Equipment ID 14220607 Difficulty Factor 1 Quantity 1
Equipment Type MISCELLANEOUS EQUIPMENT Tag Number Reactive chargeable Model
Equipment Description Non defined equipment Location Make OTHER
Equipment ID 14220608 Difficulty Factor 1 Quantity 1
Equipment Type MISCELLANEOUS EQUIPMENT Tag Number Reactive chargeable Model
Equipment Description Non defined equipment Location Make OTHER
Equipment ID 14225126 Difficulty Factor 1 Quantity 1
Equipment Type MISCELLANEOUS EQUIPMENT Tag Number Reactive chargeable Model
Equipment Description Non defined equipment Location Make OTHER
Equipment ID 14231768 Difficulty Factor 1 Quantity 1
Company Internal
7.A.b
Packet Pg. 104 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
Equipment Type MISCELLANEOUS EQUIPMENT Tag Number REACTIVE Model
Equipment Description NON DEFINED EQUIPMENT Location Make OTHER
Equipment ID 14318843 Difficulty Factor Quantity
Equipment Type MISCELLANEOUS EQUIPMENT Tag Number REACTIVE Model
Equipment Description NON DEFINED EQUIPMENT Location Make OTHER
Equipment ID 14319128 Difficulty Factor Quantity
Equipment Type MISCELLANEOUS EQUIPMENT Tag Number REACTIVE Model
Equipment Description NON DEFINED EQUIPMENT Location Make OTHER
Equipment ID 14319130 Difficulty Factor Quantity
Equipment Type PKG UNIT 1SEMIHERM COMP & COND Tag Number ACUNIT0001 Model 3 TON, 06EX175-360
Equipment Description PKG AC UNIT ONE COMPRESSOR Location POLICE ROOF Make DAY & NIGHT
Equipment ID 11176999 Difficulty Factor 1 Quantity 1
Equipment Type PKG UNIT 1SEMIHERM COMP & COND Tag Number ACUNIT0002 Model 3 TON, 542GP060
Equipment Description C UNIT, COOLING ONLY-N Location POLICE ROOF Make DAY & NIGHT
Equipment ID 11177050 Difficulty Factor 1 Quantity 1
Equipment Type PKG UNIT 1SEMIHERM COMP & COND Tag Number ACUNIT0003 Model 4 TON, 48LH003600
Equipment Description C UNIT, COOLING ONLY-N Location POLICE ROOF Make CARRIER
Equipment ID 11177082 Difficulty Factor 1 Quantity 1
Equipment Type PKG UNIT 1SEMIHERM COMP & COND Tag Number ACUNIT0004 Model 4 TON
Equipment Description C UNIT, COOLING ONLY-N Location POLICE ROOF Make TRANE
Equipment ID 11177111 Difficulty Factor 1 Quantity 1
Equipment Type PKG UNIT 2HERM COMPRESS & COND Tag Number Model
Equipment Description Location Make YORK
Equipment ID 1038020000 Difficulty Factor Quantity
Equipment Type PKG UNIT HP SPLIT OUTDOOR SECT Tag Number Model
Equipment Description Location Make ELM
Equipment ID 1031331500 Difficulty Factor Quantity
Equipment Type UNIT HEATER ELECTRIC Tag Number GASPAK0003 Model 5 TONS
Equipment Description GAS PAK Location ROOF Make YORK
Equipment ID 11229932 Difficulty Factor 1 Quantity 1
Equipment Type WINDOW AIR CONDITIONER Tag Number WIN0001 Model 114ARL6Z
Equipment Description WINDOW AIR 1TON Location GARAGE Make REZNOR
Equipment ID 14322169 Difficulty Factor 1 Quantity 1
Equipment Type WINDOW AIR CONDITIONER Tag Number WIN0002 Model 52CQA307301AA
Equipment Description WINDOW AIR 1TON Location GARAGE Make CARRIER
Equipment ID 14322263 Difficulty Factor 1 Quantity 1
Contract PM Summary – all sites
Planned Hours Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Delavilla,Carlos X X X X
Company Internal
7.A.b
Packet Pg. 105 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
Contract Audit Jan 02 2019
QUATTRIN,JEFF X X X X X X X X
X
X X X
X
X
Total Planned Allotted Hours X X
Company Internal
7.A.b
Packet Pg. 106 Attachment: Exhibit 3 - Equipment Schedule (1996 : Award of Contract for HVAC Services Project No. 19-RFP-
-1- 4835-2267-0361v1
LAC\04706083
AGREEMENT FOR SERVICES
(For contracts over $5,000 – NON-DESIGN, NON-ENGINEERING TYPE CONTRACTOR)
This AGREEMENT made this 29th day of January, 2019, between:
CITY: City of Gilroy, having a principal place of business at
7351 Rosanna Street, Gilroy, California
and CONTRACTOR: Honeywell Building Solutions, having a principal place of business at
1099 Sneath Lane, San Bruno, CA 94066.
ARTICLE 1. TERM OF AGREEMENT
This Agreement will become effective on March 1st, 2019 and will continue in effect through
February 28th, 2022 with an option to renew it for an additional two years upon agreement by
both the Contractor and the City, unless terminated in accordance with the provisions of
Article 7 of this Agreement.
Any lapse in insurance coverage as required by Article 5, Section D of this Agreement shall
terminate this Agreement regardless of any other provision stated herein. ______
Initial
ARTICLE 2. INDEPENDENT CONTRACTOR STATUS
It is the express intention of the parties that CONTRACTOR is an independent contractor and
not an employee, agent, joint venturer or partner of CITY. Nothing in this Agreement shall be
interpreted or construed as creating or establishing the relationship of employer and employee
between CITY and CONTRACTOR or any employee or agent of CONTRACTOR. Both parties
acknowledge that CONTRACTOR is not an employee for state or federal tax purposes.
CONTRACTOR shall not be entitled to any of the rights or benefits afforded to CITY’S
employees, including, without limitation, disability or unemployment insurance, workers’
compensation, medical insurance, sick leave, retirement benefits or any other employment
benefits. CONTRACTOR shall retain the right to perform services for others during the term of
this Agreement.
ARTICLE 3. SERVICES TO BE PERFORMED BY CONTRACTOR
A. Specific Services
CONTRACTOR agrees to: Perform the services as outlined in Exhibit “A” (“Specific
Provisions”) and Exhibit “B” (“Scope of Services”), within the time periods described in
Exhibit “C” (“Milestone Schedule”).
7.A.c
Packet Pg. 107 Attachment: Agreement HVAC Services RFP Honeywell (1996 : Award of Contract for HVAC Services Project No. 19-RFP-FAC-421)
-2- 4835-2267-0361v1
LAC\04706083
B. Method of Performing Services
CONTRACTOR shall determine the method, details and means of performing the above-
described services. CITY shall have no right to, and shall not, control the manner or determine
the method of accomplishing CONTRACTOR’S services.
C. Employment of Assistants
CONTRACTOR may, at the CONTRACTOR’S own expense, employ such assistants as
CONTRACTOR deems necessary to perform the services required of CONTRACTOR by this
Agreement, subject to the prohibition against assignment and subcontracting contained in
Article 5 below. CITY may not control, direct, or supervise CONTRACTOR’S assistants in the
performance of those services. CONTRACTOR assumes full and sole responsibility for the
payment of all compensation and expenses of these assistants and for all state and federal income
tax, unemployment insurance, Social Security, disability insurance and other applicable
withholding.
D. Place of Work
CONTRACTOR shall perform the services required by this Agreement at any place or location
and at such times as CONTRACTOR shall determine is necessary to properly and timely
perform CONTRACTOR’S services.
ARTICLE 4. COMPENSATION
A. Consideration
In consideration for the services to be performed by CONTRACTOR, CITY agrees to pay
CONTRACTOR the amounts set forth in Exhibit “D” (“Payment Schedule”). In no event
however shall the total compensation paid to CONTRACTOR exceed $124,981.00 for year 1,
$128,730.43 for year 2, and $132,592.34 for year 3, with a contingency of 15% ($58,396).
B. Invoices
CONTRACTOR shall submit invoices for all services rendered.
C. Payment
Payment shall be due according to the payment schedule set forth in Exhibit “D”. No payment
will be made unless CONTRACTOR has first provided City with a written receipt of invoice
describing the work performed and any approved direct expenses (as provided for in
Exhibit “A”, Section IV) incurred during the preceding period. If CITY objects to all or any
portion of any invoice, CITY shall notify CONTRACTOR of the objection within thirty (30)
days from receipt of the invoice, give reasons for the objection, and pay that portion of the
invoice not in dispute. It shall not constitute a default or breach of this Agreement for CITY not
to pay any invoiced amounts to which it has objected until the objection has been resolved by
mutual agreement of the parties.
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D. Expenses
CONTRACTOR shall be responsible for all costs and expenses incident to the performance of
services for CITY, including but not limited to, all costs of equipment used or provided by
CONTRACTOR, all fees, fines, licenses, bonds or taxes required of or imposed against
CONTRACTOR and all other of CONTRACTOR’S costs of doing business. CITY shall not be
responsible for any expenses incurred by CONTRACTOR in performing services for CITY,
except for those expenses constituting “direct expenses” referenced on Exhibit “A.”
ARTICLE 5. OBLIGATIONS OF CONTRACTOR
A. Tools and Instrumentalities
CONTRACTOR shall supply all tools and instrumentalities required to perform the services
under this Agreement at its sole cost and expense. CONTRACTOR is not required to purchase
or rent any tools, equipment or services from CITY.
B. Workers’ Compensation
CONTRACTOR agrees to provide workers’ compensation insurance for CONTRACTOR’S
employees and agents and agrees to hold harmless, defend with counsel acceptable to CITY and
indemnify CITY, its officers, representatives, agents and employees from and against any and all
claims, suits, damages, costs, fees, demands, causes of action, losses, liabilities and expenses,
including without limitation reasonable attorneys’ fees, arising out of any injury, disability, or
death of any of CONTRACTOR’S employees.
C. Indemnification of Liability, Duty to Defend
As to all liability, to the fullest extent permitted by law, CONTRACTOR shall defend, through
counsel approved by CITY (which approval shall not be unreasonably withheld), indemnify and
hold harmless CITY, its officers, representatives, agents and employees against any and all suits,
damages, costs, fees, claims, demands, causes of action, losses, liabilities and expenses,
including without limitation attorneys’ fees, arising or resulting directly or indirectly from any
act or omission of CONTRACTOR or CONTRACTOR’S assistants, employees or agents,
including all claims relating to the injury or death of any person or damage to any property.
D. Insurance
In addition to any other obligations under this Agreement, CONTRACTOR shall, at no cost to
CITY, obtain and maintain throughout the term of this Agreement: (a) Commercial Liability
Insurance on a per occurrence basis, including coverage for owned and non-owned automobiles,
with a minimum combined single limit coverage of $1,000,000 per occurrence for all damages
due to bodily injury, sickness or disease, or death to any person, and damage to property,
including the loss of use thereof. As a condition precedent to CITY’S obligations under this
Agreement, CONTRACTOR shall furnish written evidence of such coverage (naming CITY, its
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officers and employees as additional insureds on the Comprehensive Liability insurance policy
referred to in (a) immediately above via a specific endorsement) and requiring thirty (30) days
written notice of policy lapse or cancellation, or of a material change in policy terms.
E. Assignment
Notwithstanding any other provision of this Agreement, neither this Agreement nor any duties or
obligations of CONTRACTOR under this Agreement may be assigned or subcontracted by
CONTRACTOR without the prior written consent of CITY, which CITY may withhold in its
sole and absolute discretion.
F. State and Federal Taxes
As CONTRACTOR is not CITY’S employee, CONTRACTOR shall be responsible for paying
all required state and federal taxes. Without limiting the foregoing, CONTRACTOR
acknowledges and agrees that:
CITY will not withhold FICA (Social Security) from CONTRACTOR’S
payments;
CITY will not make state or federal unemployment insurance contributions on
CONTRACTOR’S behalf;
CITY will not withhold state or federal income tax from payment to
CONTRACTOR;
CITY will not make disability insurance contributions on behalf of
CONTRACTOR;
CITY will not obtain workers’ compensation insurance on behalf of
CONTRACTOR.
ARTICLE 6. OBLIGATIONS OF CITY
A. Cooperation of City
CITY agrees to respond to all reasonable requests of CONTRACTOR and provide access, at
reasonable times following receipt by CITY of reasonable notice, to all documents reasonably
necessary to the performance of CONTRACTOR’S duties under this Agreement.
B. Assignment
CITY may assign this Agreement or any duties or obligations thereunder to a successor
governmental entity without the consent of CONTRACTOR. Such assignment shall not release
CONTRACTOR from any of CONTRACTOR’S duties or obligations under this Agreement.
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ARTICLE 7. TERMINATION OF AGREEMENT
A. Sale of CONTRACTOR’s Business/ Death of CONTRACTOR.
CONTRACTOR shall notify CITY of the proposed sale of CONTRACTOR’s business no later
than thirty (30) days prior to any such sale. CITY shall have the option of terminating this
Agreement within thirty (30) days after receiving such notice of sale. Any such CITY
termination pursuant to this Article 7.A shall be in writing and sent to the address for notices to
CONTRACTOR set forth in Exhibit A, Subsection V.H., no later than thirty (30) days after
CITY’ receipt of such notice of sale.
If CONTRACTOR is an individual, this Agreement shall be deemed automatically terminated
upon death of CONTRACTOR.
B. Termination by City for Default of CONTRACTOR
Should CONTRACTOR default in the performance of this Agreement or materially breach any
of its provisions, CITY, at CITY’S option, may terminate this Agreement by giving written
notification to CONTRACTOR. For the purposes of this section, material breach of this
Agreement shall include, but not be limited to the following:
1. CONTRACTOR’S failure to professionally and/or timely perform any of the
services contemplated by this Agreement.
2. CONTRACTOR’S breach of any of its representations, warranties or covenants
contained in this Agreement.
CONTRACTOR shall be entitled to payment only for work completed in accordance with the
terms of this Agreement through the date of the termination notice, as reasonably determined by
CITY, provided that such payment shall not exceed the amounts set forth in this Agreement for
the tasks described on Exhibit C” which have been fully, competently and timely rendered by
CONTRACTOR. Notwithstanding the foregoing, if CITY terminates this Agreement due to
CONTRACTOR’S default in the performance of this Agreement or material breach by
CONTRACTOR of any of its provisions, then in addition to any other rights and remedies CITY
may have, CONTRACTOR shall reimburse CITY, within ten (10) days after demand, for any
and all costs and expenses incurred by CITY in order to complete the tasks constituting the scope
of work as described in this Agreement, to the extent such costs and expenses exceed the
amounts CITY would have been obligated to pay CONTRACTOR for the performance of that
task pursuant to this Agreement.
C. Termination for Failure to Make Agreed-Upon Payments
Should CITY fail to pay CONTRACTOR all or any part of the compensation set forth in Article
4 of this Agreement on the date due, then if and only if such nonpayment constitutes a default
under this Agreement, CONTRACTOR, at the CONTRACTOR’S option, may terminate this
Agreement if such default is not remedied by CITY within thirty (30) days after demand for such
payment is given by CONTRACTOR to CITY.
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D. Transition after Termination
Upon termination, CONTRACTOR shall immediately stop work, unless cessation could
potentially cause any damage or harm to person or property, in which case CONTRACTOR shall
cease such work as soon as it is safe to do so. CONTRACTOR shall incur no further expenses in
connection with this Agreement. CONTRACTOR shall promptly deliver to CITY all work done
toward completion of the services required hereunder, and shall act in such a manner as to
facilitate any the assumption of CONTRACTOR’s duties by any new CONTRACTOR hired by
the CITY to complete such services.
ARTICLE 8. GENERAL PROVISIONS
A. Amendment & Modification
No amendments, modifications, alterations or changes to the terms of this Agreement shall be
effective unless and until made in a writing signed by both parties hereto.
B. Americans with Disabilities Act of 1990
Throughout the term of this Agreement, the CONTRACTOR shall comply fully with all
applicable provisions of the Americans with Disabilities Act of 1990 (“the Act”) in its current
form and as it may be amended from time to time. CONTRACTOR shall also require such
compliance of all subcontractors performing work under this Agreement, subject to the
prohibition against assignment and subcontracting contained in Article 5 above. The
CONTRACTOR shall defend with counsel acceptable to CITY, indemnify and hold harmless the
CITY OF GILROY, its officers, employees, agents and representatives from and against all suits,
claims, demands, damages, costs, causes of action, losses, liabilities, expenses and fees,
including without limitation reasonable attorneys’ fees, that may arise out of any violations of
the Act by the CONTRACTOR, its subcontractors, or the officers, employees, agents or
representatives of either.
C. Attorneys’ Fees
If any action at law or in equity, including an action for declaratory relief, is brought to enforce
or interpret the provisions of this Agreement, the prevailing party will be entitled to reasonable
attorneys’ fees, which may be set by the court in the same action or in a separate action brought
for that purpose, in addition to any other relief to which that party may be entitled.
D. Captions
The captions and headings of the various sections, paragraphs and subparagraphs of the
Agreement are for convenience only and shall not be considered nor referred to for resolving
questions of interpretation.
E. Compliance with Laws
The CONTRACTOR shall keep itself informed of all State and National laws and all municipal
ordinances and regulations of the CITY which in any manner affect those engaged or emp loyed
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in the work, or the materials used in the work, or which in any way affect the conduct of the
work, and of all such orders and decrees of bodies or tribunals having any jurisdiction or
authority over the same. Without limiting the foregoing, CONTRACTOR agrees to observe the
provisions of the Municipal Code of the CITY OF GILROY, obligating every contractor or
subcontractor under a contract or subcontract to the CITY OF GILROY for public works or for
goods or services to refrain from discriminatory employment or subcontracting practices on the
basis of the race, color, sex, religious creed, national origin, ancestry of any employee, applicant
for employment, or any potential subcontractor.
F. Conflict of Interest
CONTRACTOR certifies that to the best of its knowledge, no CITY employee or office of any
public agency interested in this Agreement has any pecuniary interest in the business of
CONTRACTOR and that no person associated with CONTRACTOR has any interest that would
constitute a conflict of interest in any manner or degree as to the execution or performance of
this Agreement.
G. Entire Agreement
This Agreement supersedes any and all prior agreements, whether oral or written, between the
parties hereto with respect to the rendering of services by CONTRACTOR for CITY and
contains all the covenants and agreements between the parties with respect to the rendering of
such services in any manner whatsoever. 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, and that no
other agreement, statement or promise not contained in this Agreement shall be valid or binding.
No other agreements or conversation with any officer, agent or employee of CITY prior to
execution of this Agreement shall affect or modify any of the terms or obligations contained in
any documents comprising this Agreement. Such other agreements or conversations shall be
considered as unofficial information and in no way binding upon CITY.
H. Governing Law and Venue
This Agreement shall be governed by and construed in accordance with the laws of the State of
California without regard to the conflict of laws provisions of any jurisdiction. The exclusive
jurisdiction and venue with respect to any and all disputes arising hereunder shall be in state and
federal courts located in Santa Clara County, California.
I. Notices
Any notice to be given hereunder by either party to the other may be effected either by personal
delivery in writing or by mail, registered or certified, postage prepaid with return receipt
requested. Mailed notices shall be addressed to the parties at the addresses appearing in
Exhibit “A”, Section V.H. but each party may change the address by written notice in
accordance with this paragraph. Notices delivered personally will be deemed delivered as of
actual receipt; mailed notices will be deemed delivered as of three (3) days after mailing.
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J. Partial Invalidity
If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void
or unenforceable, the remaining provisions will nevertheless continue in full force without being
impaired or invalidated in any way.
K. Time of the Essence
All dates and times referred to in this Agreement are of the essence.
L. Waiver
CONTRACTOR agrees that waiver by CITY of any one or more of the conditions of
performance under this Agreement shall not be construed as waiver(s) of any other condition of
performance under this Agreement.
Executed at Gilroy, California, on the date and year first above written.
CONTRACTOR: CITY:
Honeywell Business Solutions CITY OF GILROY
By: By:
Name: Name:
Title: Title:
Social Security or Taxpayer
Identification Number 22-2640650
Approved as to Form ATTEST:
City Attorney City Clerk
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EXHIBIT “A”
SPECIFIC PROVISIONS
I. PROJECT MANAGER
CONTRACTOR shall provide the services indicated on the attached Exhibit “B”, Scope of
Services (“Services”). (All exhibits referenced are incorporated herein by reference.) To
accomplish that end, CONTRACTOR agrees to assign , who will act in the capacity of
Project Manager, and who will personally direct such Services.
Except as may be specified elsewhere in this Agreement, CONTRACTOR shall furnish all
technical and professional services including labor, material, equipment, transportation,
supervision and expertise to perform all operations necessary and required to complete the
Services in accordance with the terms of this Agreement.
II. NOTICE TO PROCEED/COMPLETION OF SERVICE
A. NOTICE TO PROCEED
CONTRACTOR shall commence the Services upon delivery to CONTRACTOR of a written
“Notice to Proceed”, which Notice to Proceed shall be in the form of a written communication
from designated City contact person(s). Notice to Proceed may be in the form of e-mail, fax or
letter authorizing commencement of the Services. For purposes of this Agreement, Walter
Dunckel shall be the designated City contact person(s). Notice to Proceed shall be deemed to
have been delivered upon actual receipt by CONTRACTOR or if otherwise delivered as
provided in the Section V.H. (“Notices”) of this Exhibit “A”.
B. COMPLETION OF SERVICES
When CITY determines that CONTRACTOR has completed all of the Services in accordance
with the terms of this Agreement, CITY shall give CONTRACTOR written Notice of Final
Acceptance, and CONTRACTOR shall not incur any further costs hereunder. CONTRACTOR
may request this determination of completion when, in its opinion, it has completed all of the
Services as required by the terms of this Agreement and, if so requested, CITY shall make this
determination within two (2) weeks of such request, or if CITY determines that CONTRACTOR
has not completed all of such Services as required by this Agreement, CITY shall so inform
CONTRACTOR within this two (2) week period.
III. PROGRESS SCHEDULE
The schedule for performance and completion of the Services will be as set forth in the attached
Exhibit “C”.
IV. PAYMENT OF FEES AND DIRECT EXPENSES
Payments shall be made to CONTRACTOR as provided for in Article 4 of this Agreement.
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Direct expenses are charges and fees not included in Exhibit “B”. CITY shall be obligated to
pay only for those direct expenses which have been previously approved in writing by CITY.
CONTRACTOR shall obtain written approval from CITY prior to incurring or billing of direct
expenses.
Copies of pertinent financial records, including invoices, will be included with the submission of
billing(s) for all direct expenses.
V. OTHER PROVISIONS
A. STANDARD OF WORKMANSHIP
CONTRACTOR represents and warrants that it has the qualifications, skills and licenses
necessary to perform the Services, and its duties and obligations, expressed and implied,
contained herein, and CITY expressly relies upon CONTRACTOR’S representations and
warranties regarding its skills, qualifications and licenses. CONTRACTOR shall perform such
Services and duties in conformance to and consistent with the standards generally recognized as
being employed by professionals in the same discipline in the State of California.
Any plans, designs, specifications, estimates, calculations, reports and other documents furnished
under this Agreement shall be of a quality acceptable to CITY. The minimum criteria for
acceptance shall be a product of neat appearance, well-organized, technically and grammatically
correct, checked and having the maker and checker identified. The minimum standard of
appearance, organization and content of the drawings shall be that used by CITY for similar
purposes.
B. RESPONSIBILITY OF CONTRACTOR
CONTRACTOR shall be responsible for the professional quality, technical accuracy, and the
coordination of the Services furnished by it under this Agreement. CONTRACTOR shall not be
responsible for the accuracy of any project or technical information provi ded by the CITY. The
CITY’S review, acceptance or payment for any of the Services shall not be construed to operate
as a waiver of any rights under this Agreement or of any cause of action arising out of the
performance of this Agreement, and CONTRACTOR shall be and remain liable to CITY in
accordance with applicable law for all damages to CITY caused by CONTRACTOR’S negligent
performance of any of the services furnished under this Agreement.
C. RIGHT OF CITY TO INSPECT RECORDS OF CONTRACTOR
CITY, through its authorized employees, representatives or agents, shall have the right, at any
and all reasonable times, to audit the books and records (including, but not limited to, invoices,
vouchers, canceled checks, time cards, etc.) of CONTRACTOR for the purpose of verifying any
and all charges made by CONTRACTOR in connection with this Agreement. CONTRACTOR
shall maintain for a minimum period of three (3) years (from the date of final payment to
CONTRACTOR), or for any longer period required by law, sufficient books and records in
accordance with standard California accounting practices to establish the correctness of all
charges submitted to CITY by CONTRACTOR, all of which shall be made available to CITY at
the CITY’s offices within five (5) business days after CITY’s request.
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D. CONFIDENTIALITY OF MATERIAL
All ideas, memoranda, specifications, plans, manufacturing procedures, data (including, but not
limited to, computer data and source code), drawings, descriptions, documents, discussions or
other information developed or received by or for CONTRACTOR and all other written and oral
information developed or received by or for CONTRACTOR and all other written and oral
information submitted to CONTRACTOR in connection with the performance of this Agreement
shall be held confidential by CONTRACTOR and shall not, without the prior written consent of
CITY, be used for any purposes other than the performance of the Services, nor be disclosed to
an entity not connected with the performance of the such Services. Nothing furni shed to
CONTRACTOR which is otherwise known to CONTRACTOR or is or becomes generally
known to the related industry (other than that which becomes generally known as the result of
CONTRACTOR’S disclosure thereof) shall be deemed confidential. CONTRACTOR shall not
use CITY’S name or insignia, or distribute publicity pertaining to the services rendered under
this Agreement in any magazine, trade paper, newspaper or other medium without the express
written consent of CITY.
E. NO PLEDGING OF CITY’S CREDIT.
Under no circumstances shall CONTRACTOR have the authority or power to pledge the credit
of CITY or incur any obligation in the name of CITY.
F. OWNERSHIP OF MATERIAL.
All material including, but not limited to, computer information, data and source code, sketches,
tracings, drawings, plans, diagrams, quantities, estimates, specifications, proposals, tests, maps,
calculations, photographs, reports and other material developed, collected, prepared (or caused to
be prepared) under this Agreement shall be the property of CITY, but CONTRACTOR may
retain and use copies thereof subject to Section V.D of this Exhibit “A”.
CITY shall not be limited in any way in its use of said material at any time for any work,
whether or not associated with the City project for which the Services are performed. However,
CONTRACTOR shall not be responsible for, and City shall indemnify CONTRACTOR from,
damages resulting from the use of said material for work other than PROJECT, including, but
not limited to, the release of this material to third parties for work other than on PROJECT.
G. NO THIRD PARTY BENEFICIARY.
This Agreement shall not be construed or deemed to be an agreement for the benefit of any third
party or parties, and no third party or parties shall have any claim or right of action hereunder for
any cause whatsoever.
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H. NOTICES.
Notices are to be sent as follows:
CITY:
City of Gilroy
7351 Rosanna Street
Gilroy, CA 95020
CONTRACTOR:
Honeywell Business Solutions
1099 Sneath Lane
San Bruno, CA 94066
I. FEDERAL FUNDING REQUIREMENTS.
If the box to the left of this sentence is checked, this Agreement involves federal
funding and the requirements of this Section V.I. apply.
If the box to the left of this sentence is checked, this Agreement does not involve
federal funding and the requirements of this Section V.I. do not apply.
1. DBE Program
CONTRACTOR shall comply with the requirements of Title 49, Part 26, Code of Federal
Regulations (49 CFR 26) and the City-adopted Disadvantaged Business Enterprise programs.
2. Cost Principles
Federal Acquisition Regulations in Title 48, CFR 31, shall be used to determine the allowable
cost for individual items.
3. Covenant against Contingent Fees
The CONTRACTOR warrants that he/she has not employed or retained any company or person,
other than a bona fide employee working for the CONTRACTOR, to solicit or secure this
Agreement, and that he/she has not paid or agreed to pay any company or person, other than a
bona fide employee, any fee, commission, percentage, brokerage fee, gift or any other
consideration, contingent upon or resulting from the award or formation of this Agreement. For
breach or violation of this warranty, the Local Agency shall have the right to annul this
Agreement without liability or, at its discretion, to deduct from the agreement price or
consideration, or otherwise recover, the full amount of such fee, commission, percentage,
brokerage fee, gift or contingent fee.
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EXHIBIT “B”
SCOPE OF SERVICES
All work to be performed per Request For Proposals for HVAC Services, Project No. 19-RFP-
FAC-421, and submitted Proposal dated January 8th, 2019. Both the RFP and submitted Proposal
are part of this agreement.
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EXHIBIT “C”
MILESTONE SCHEDULE
This is a three year contract beginning March 1st, 2019 and will continue in effect through
February 28th, 2022, with an option to renew for two additional years, unless terminated in
accordance with the provisions of Article 7 of this Agreement.
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EXHIBIT “D”
PAYMENT SCHEDULE
12 monthly payments totaling $124,981 will be paid monthly for year 1, 12 monthly
payments totaling $128,730 will be paid in year 2, 12 monthly payments totaling $132,592 will be
paid in year 3.
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City of Gilroy
STAFF REPORT
Agenda Item Title: Adoption of an Ordinance of the City Council of the City of Gilroy
Deleting Gilroy City Code Sections 17A.24 (6) and (8), Which
Currently Prohibit Reliance on California Government Code Section
6255 (introduced 2/11/19 with a 6-0-1 vote, Council Member Tovar
absent)
Meeting Date: February 25, 2019
From: Gabriel Gonzalez, City Administrator
Department: City Attorney
Submitted By: Andy Faber
Prepared By: Andy Faber
Jolie Houston
Strategic Plan Goals
☐ Fiscal Stability
☐ Downtown
Revitalization
☐ Economic
Development
☐ Customer Service ☐ Enhanced Public
Safety
RECOMMENDATION
Motion to adopt an ordinance of the City Council of the City of Gilroy deleting Gilroy City
Code Sections 17A.24 (6) and (8), which currently prohibit reliance on Government
Code Section 6255
BACKGROUND
Senate Bill 1421 (“SB 1421”) was signed by the Governor on September 30, 2018,
effective January 1, 2019. SB 1421 expanded access to local peace officer personnel
records. Existing law, Penal Code sections 832.5 and 832.7, provided that requests for
information contained in local agency peace officer personal files and records of citizen
complaints were confidential and shall not be disclosed except by discovery thro ugh a
9.A
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court process known as a Pitchess motion in compliance with the procedures set forth
in Evidence Code sections 1043, 1045 and 1046.
The effect of SB 1421 was that it amended Penal Code section 832.7 regarding local
agency peace officer personnel records and now makes records related to incidents
involving an officer shooting, use of force resulting in serious injury or death, and
sustained findings of sexual assault or dishonesty by an officer, available in response to
a Public Records Act request, not only through a Pitchess motion.
On February 2, 2019, the California Attorney General (“AG”) issued a “Notification -
DOJ’s Responsibilities Under SB 1421.” The AG acknowledges that local agency peace
officers have had a significant privacy right in their personnel records.
The AG states that there are several cases currently pending in the California superior
courts that raise the issue whether SB 1421 requires the disclosure of records relating
to conduct occurring before January 1, 2019, effective date of SB 1421.
The AG has taken the position that, until the legal question of retroactive application of
the statute is resolved by the courts, the public interest in accessing these records is
clearly outweighed by the public’s interest in protecting privacy rights under Government
Code section 6255. In other words, if the courts ultimately determine that SB 1421
should not be retroactively applied, then any disclosure of records now may be in
violation of peace officers’ right to privacy under the Penal Code and the Public Records
Act.
Open Government Ordinance Amendment
In November 2008 the City Council adopted the Open Government Ordinance (“OGO”)
codified in Gilroy City Code Chapter 17A. The OGO Sections 17A.24 (6) and (8), as
adopted, currently prohibit reliance on Government Code section 6255, the basis for the
AG’s position.
We recommend that the City Council adhere to the AG’s position and not disclose the
City’s peace officer personnel records until the legal question of retroactive application
of the statute is resolved by the courts.
CONCLUSION
This ordinance was introduced at your February 11, 2019 regular meeting with a 6 -0-1
vote. The included ordinance will delete OGO Sections 17A.24 (6) and (8) and re-
instate the City’s ability to rely on the existing state law found in Government Code
section 6255. This Ordinance does not amend any other sections of the OGO.
9.A
Packet Pg. 138
Attachments:
1. OGO Ord v2 (2)
9.A
Packet Pg. 139
ORDINANCE NO. 2019-XX
ORDINANCE NO. 2019-XX
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY
OF GILROY DELETING GILROY CITY CODE SECTIONS
17A.24 (6) and (8), WHICH CURRENTLY PROHIBIT
RELIANCE ON GOVERNMENT CODE SECTION 6255
WHEREAS, Senate Bill 1421 (“SB 1421”) was signed by the Governor Brown on
September 30, 2019, effective January 1, 2019; and
WHEREAS, existing law, Penal Code sections 832.5 and 832.7, provided that requests
for information contained in local agency peace officer personal files and records of citizen
complaints were confidential and shall not be disclosed except by discovery through a Pitchess
motion in compliance with the procedures set forth in Evidence Code sections 1043, 1045 and
1046; and
WHEREAS, SB 1421 amended Penal Code section 832.7 regarding local agency peace
officer personnel records and now makes some of these records available in response to a Public
Records Act request; and
WHEREAS, on February 2, 2019, the California Attorney General (“AG”) issued a
“Position – DOJ’s Responsibilities Under SB 1421”; and
WHEREAS, the AG acknowledges that local agency peace officers have had a
significant privacy right in their personnel records; and
WHEREAS, the AG states that there are several cases currently pending in the California
superior courts that raise the issue whether SB 1421 requires the disclosure of records relating to
conduct occurring before January 1, 2019 (effective date of SB 1421); and
WHEREAS, the AG has taken the position that, until the legal question of retroactive
application of the statute is resolved by the courts, the public interest in accessing these records
is clearly outweighed by the public’s interest in protecting privacy rights under Government
Code section 6255; and
WHEREAS, the AG Position further determined that it will not disclose any records that
pre-date January 1, 2019 at this time; and
9.A.a
Packet Pg. 140 Attachment: OGO Ord v2 (2) (2058 : AB 1421 Ordinance)
ORDINANCE NO. 2019-XX
WHEREAS, in November 2008 the City Council adopted the Open Government
Ordinance (“OGO”) codified in Gilroy City Code Chapter 17A; and
WHEREAS, the OGO Sections 17A.24 (6) and (8), as adopted, currently prohibit
reliance on Government Code section 6255; and
WHEREAS, the City Council wishes to adhere to the AG position and not disclose the
City’s peace officer personnel records until the legal question of retroactive application of the
statute is resolved by the courts; and
WHEREAS, the City Council finds that this Ordinance is not subject to the California
Environmental Quality Act ("CEQA," Public Resources Code sections 21000 et seq.), because
it will not result in a direct or reasonably foreseeable indirect physical change in the
environment, and it does not have the potential to result in a physical change to the
environment, directly or indirectly (Title 14, Chapter 3 of the California Code of Regulations
"CEQA Guidelines," sections 15060(c)(2) and (3)).
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF GILROY DOES
HEREBY ORDAIN AS FOLLOWS:
SECTION I
Chapter 17A, of the Gilroy City Code entitled the “Gilroy Open Government Ordinance”
is hereby amended by repealing Sections 17A.24 (6) and (8) in their entirety. Except as provided
herein, no other amendments, deletions or additions are made to the Chapter 17A.”
SECTION II
If any section, subsection, sentence, clause or phrase of this Interim Urgency
Ordinance is for any reason held to be invalid or unconstitutional, such decision shall not
affect the validity of the remaining portions of this ordinance. The City Council of the City
of Gilroy hereby declares that it would have passed and adopted this ordinance, and each
section, subsection, sentence, clause or phrase hereof, irrespective of the fact that any one
or more sections, subsections, sentences, clauses or phrases may be declared invalid or
unconstitutional.
SECTION III
Pursuant to section 608 of the Charter of the City of Gilroy, this ordinance shall be in full force
and effect thirty (30) days from and after the date it is adopted.
9.A.a
Packet Pg. 141 Attachment: OGO Ord v2 (2) (2058 : AB 1421 Ordinance)
ORDINANCE NO. 2019-XX
PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF GILROY
this ___ day of February 2019 , by the following vote:
AYES: COUNCILMEMBERS:
NOES:
COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
APPROVED:
________________________
Roland Velasco, Mayor
ATTEST:
____________________________
Shawna Freels, City Clerk
9.A.a
Packet Pg. 142 Attachment: OGO Ord v2 (2) (2058 : AB 1421 Ordinance)