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Agreement - I.T.S. Industrial Technical Services - 2023-12-121 PSA 30U 12 10 AGREEMENT FOR CONTRACTOR SERVICES Installation of Variable Frequency Drives Industrial Technical Services This Agreement (“AGREEMENT”) is made and effective as of _________________, 2023, between the Costa Mesa Sanitary District, a sanitary district (“DISTRICT”), and I.T.S. Group, Inc. dba Industrial Technical Services, a California (“CONTRACTOR”). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1. TERM This AGREEMENT shall commence on _______________, 2023, and shall remain and continue in effect until tasks described herein are completed, unless sooner terminated pursuant to the provisions of this AGREEMENT. 2. SERVICES CONTRACTOR shall perform the installation of variable frequency drives (VFD) (“SERVICES”) to DISTRICT for DISTRICT’s Installation of Variable Frequency Drives (“PROJECT”). The SERVICES to be provided include the following: Installing (2) VFD units for Canyon and Adams pump stations within (2) enclosures. The SERVICES to be provided are more particularly described in the Scope of Services attached hereto as Exhibit “A” and “B” incorporated herein by reference. 3. PERFORMANCE CONTRACTOR shall perform all SERVICES under this AGREEMENT in a skillful and competent manner, consistent with the standards generally recognized as being employed by consultants in the same discipline in the State of California and consistent with all applicable laws. CONTRACTOR shall provide DISTRICT its work product in “turnkey” form. DISTRICT reserves the right to perform reasonable testing of CONTRACTOR’s work product before accepting the same. CONTRACTOR shall warrant that all services provided and equipment installed shall perform in a workmanlike manner and be fit for its particular purpose. 4. COMPENSATION Compensation for the SERVICES shall be based on the actual amount of time spent in adequately performing the SERVICES. The cost to DISTRICT for the SERVICES shall not exceed Thirty-one Thousand and One-Hundred Thirty Five Dollars December 13 December 13 DocuSign Envelope ID: 3B50E834-5E0D-49EA-A4B6-9018DA7AB8A3 2 PSA 30U 12 10 and Eighteen cents ($31,135.18) The written change order requirement cannot be waived. Failure to submit a written change order and receive written approval by the DISTRICT prior to performing extra work shall constitute a waiver of a claim for additional time or compensation. This is a fixed sum contract and the above amount is not merely an estimate. Invoices shall be submitted to DISTRICT monthly as performance of the SERVICES progresses. DISTRICT shall review and pay the approved charges on such invoices in a timely manner. SERVICES on the PROJECT shall begin immediately and be completed by 4/31/24, unless extended by DISTRICT in writing. 5. PREVAILING WAGES CONTRACTOR understands that this job, if over One Thousand Dollars ($1,000.00) in value and not exempt, requires compliance with the prevailing wage law. (Labor Code §§ 1720 et seq.) As such, DISTRICT will ascertain the prevailing wages to be paid on this job from the Director of Industrial Relations. Said amounts are listed at http://www.dir.ca.gov/dlsr/pwd/index.htm. CONTRACTOR agrees to pay prevailing wages and maintain prevailing wage records regarding those payments. CONTRACTOR is also required to comply with the apprentice requirements. CONTRACTOR shall defend, indemnify, and hold the DISTRICT, its elected officials, officers, employees, and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. CONTRACTOR recognizes that state law makes eight (8) hours a day’s work, and any worker working in excess of that time must be paid overtime. (Labor Code § 1813.) 6. INSURANCE CONTRACTOR shall, at its expense, procure and maintain for the duration of this AGREEMENT insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of this AGREEMENT by the CONTRACTOR, its agents, representatives, employees, or subcontractors. CONTRACTOR shall also require all of its subcontractors to procure and maintain the same insurance for the duration of this AGREEMENT. If CONTRACTOR is an employer or otherwise hires one (1) or more employees during the term of this PROJECT, CONTRACTOR shall procure and maintain workers’ compensation coverage for such employees which meets all requirements of state law (Labor Code § 1861). At a minimum, CONTRACTOR is required to submit proof of insurance in accordance with the following standards: Minimum Scope of Insurance: Coverage shall be at least as broad as the latest version of the following: (1) General Liability: Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001): (2) Automobile Liability: Insurance Services Office Business Auto Coverage form number CA 0001, DocuSign Envelope ID: 3B50E834-5E0D-49EA-A4B6-9018DA7AB8A3 3 PSA 30U 12 10 code 1 (any auto); and (3) Workers’ Compensation and Employer’s Liability: Workers’ Compensation insurance as required by the State of California and Employer’s Liability Insurance. Minimum Limits of Insurance: CONTRACTOR shall maintain limits of no less than: (A) General Liability. One Million Dollars ($1,000,000.00) per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with general aggregate limit is used, either the general aggregate limit shall apply separately to this AGREEMENT/location or the general aggregate limit shall be twice the required occurrence limit. (B) Automobile Liability. One Million Dollars ($1,000,000.00) per accident for bodily injury and property damage. (C) Workers’ Compensation and Employer’s Liability. Workers’ Compensation limits as required by the Labor Code of the State of California. Employer’s Liability limits of One Million Dollars ($1,000,000.00) per accident for bodily injury or disease. Insurance Endorsements: The insurance policies shall contain the following provisions, and a separate endorsement stating to add the following provisions to the insurance policies shall be submitted and approved by DISTRICT: (A) General Liability. The general liability policy shall be endorsed to state that: (1) DISTRICT, its directors, officials, officers, employees, agents, and volunteers shall be covered as additional insureds with respect to the work or operations performed by or on behalf of the CONTRACTOR, including materials, parts, or equipment furnished in connection with such work; and (2) the insurance coverage shall be primary insurance as respects DISTRICT, its directors, officials, officers, employees, agents, and volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the CONTRACTOR’s scheduled underlying coverage. Any insurance or self-insurance maintained by DISTRICT, its directors, officials, officers, employees, agents, and volunteers shall be excess of the CONTRACTOR’s insurance and shall not be called upon to contribute with it in any way. (B) Workers’ Compensation and Employer’s Liability Coverage. The insurer shall agree to waive all rights of subrogation against DISTRICT, its directors, officials, officers, employees, agents, and volunteers for losses paid under the terms of the insurance policy which arise from work performed by the CONTRACTOR. (C) All Coverage. Each insurance policy required by this AGREEMENT shall be endorsed to state that: (A) coverage shall not be suspended, voided, reduced, or canceled except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to DISTRICT, and (B) any failure to comply with reporting or other provisions of the policies, including breaches or warranties, shall not affect DocuSign Envelope ID: 3B50E834-5E0D-49EA-A4B6-9018DA7AB8A3 4 PSA 30U 12 10 coverage provided to DISTRICT, its directors, official, officers, employees, agents, and volunteers. Acceptability of Insurers: Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A-:VIII, licensed to do business in California, and satisfactory to DISTRICT. All insurance documents must be submitted and approved by the District’s Risk Manager prior to execution of any AGREEMENT with DISTRICT. 7. INDEMNIFICATION (a) Indemnification for Professional Liability. When the law establishes a professional standard of care for CONTRACTOR’s services, to the fullest extent permitted by law, CONTRACTOR shall indemnify, protect, defend, and hold harmless DISTRICT and any and all of its officials, employees, and agents from and against any and all losses, liabilities, damages, costs, and expenses, including attorney’s fees and costs to the extent the same arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of CONTRACTOR, its officers, agents, employees, or subconsultants (or any entity or individual that CONTRACTOR shall bear the legal liability thereof) in the performance of professional services under this AGREEMENT. (b) Indemnification for Other than Professional Liability. Other than in the performance of professional services and to the fullest extent permitted by law, CONTRACTOR shall indemnify, defend, and hold harmless DISTRICT and any and all of its employees, officials, and agents from and against any liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses, or costs of any kind, whether actual, alleged, or threatened, including attorney’s fees and costs, court costs, interest, defense costs, and expert witness fees) where the same arise out of, pertain to, relate to, are a consequence of, or are in any way attributable to, in whole or in part, the performance of this AGREEMENT by CONTRACTOR or by any individual or entity for which CONTRACTOR is legally liable, including, but not limited to, officers, agents, employees, or subcontractor of CONTRACTOR. 8. SAFETY AND SITE CONDITION CONTRACTOR shall perform all operations with due regard for safety and in strict compliance with all applicable laws relating thereto. It shall be CONTRACTOR’s responsibility to keep the site in a clean, neat and orderly condition. It shall also be CONTRACTOR’s duty to dust-palliate all working areas and access routes, if applicable. All operations shall be conducted by CONTRACTOR so that no fire hazards are created. 9. TERMINATION DISTRICT may terminate this AGREEMENT at any time with or without cause. If DISTRICT terminates this AGREEMENT without cause before PROJECT completion, CONTRACTOR shall be entitled to be paid for SERVICES adequately completed prior DocuSign Envelope ID: 3B50E834-5E0D-49EA-A4B6-9018DA7AB8A3 5 PSA 30U 12 10 to the notification of termination. CONTRACTOR may terminate this AGREEMENT for cause only. 10. MISCELLANEOUS This AGREEMENT shall be interpreted according to the laws of the State of California and any action arising from this AGREEMENT shall be brought in the superior or federal district court with jurisdiction over DISTRICT. This AGREEMENT and the attachments hereto shall contain the entire agreement between the parties. This AGREEMENT cannot be modified except in a writing signed by both parties. In the event of inconsistency between this AGREEMENT and any attachment hereto, this AGREEMENT shall control in all respects. This AGREEMENT is meant to prevail over any attachments. DISTRICT shall own all work product prepared in the course of providing the SERVICES under this AGREEMENT. In the event of termination of this AGREEMENT, CONTRACTOR shall immediately turn all work product over to DISTRICT. If specialized software or computer hardware is required to view or transmit said work product, CONTRACTOR shall make that software and hardware available to the DISTRICT at no cost during normal business hours. This AGREEMENT cannot be assigned without the prior written consent of the DISTRICT. CONTRACTOR is and shall at all times remain as to DISTRICT an independent contractor. No employee benefits shall be available to CONTRACTOR in connection with the performance of this AGREEMENT. Except for the fees paid to CONTRACTOR as provided in this AGREEMENT, DISTRICT shall not pay salaries, wages, or other compensation to CONTRACTOR for performing any services hereunder for DISTRICT. DISTRICT shall not be liable for compensation or indemnification to CONTRACTOR for injury or sickness arising out of performing any services hereunder. All information gained by CONTRACTOR in the performance of this AGREEMENT shall be considered confidential and shall not be released by CONTRACTOR without DISTRICT’s prior written authorization. CONTRACTOR shall not, without written authorization from the General Manager or unless requested by the District Counsel, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories, or other information concerning the work performed under this AGREEMENT. Response to a subpoena or court order shall not be considered “voluntary” provided CONTRACTOR gives DISTRICT notice of such court order or subpoena. CONTRACTOR warrants that the individual who has signed this AGREEMENT has the legal power, right, and authority to make this AGREEMENT and bind the CONTRACTOR hereto. If you agree with the terms of this AGREEMENT, indicate by signing and dating two original agreements where indicated below and return both to DocuSign Envelope ID: 3B50E834-5E0D-49EA-A4B6-9018DA7AB8A3 6 PSA 30U 12 10 the undersigned. Once the documents are fully executed, one original will be returned to you for your records. DISTRICT CONTRACTOR Approved by: Reviewed and Accepted by: ________________________________ ________________________________ General Manager Signature ________________________________ Approved as to Form: Name ________________________________ ________________________________ Harper & Burns LLP Title District Counsel ________________________________ Date ATTEST: ________________________________ District Clerk Art Yee President/Owner 12/13/23 DocuSign Envelope ID: 3B50E834-5E0D-49EA-A4B6-9018DA7AB8A3 Industrial Technical Services 714-256-4100 sales@industrialtechnicalservices.com Estimate # 15018A 09/14/2023 Tony Gomez 323-810-9966 jgomez@cmsdca.gov Costa Mesa Sanitary District 19th Street Pump Station 1035 West 19th Street Costa Mesa, CA, 92627 1 DocuSign Envelope ID: 3B50E834-5E0D-49EA-A4B6-9018DA7AB8A3 714-256-4100, Sales@industrialtechnicalservices.com   Estimate ESTIMATE #15018A DATE 09/14/2023 PO # CUSTOMER Costa Mesa Sanitary District 1035 West 19th Street, Costa Mesa, CA 92627   SERVICE LOCATION Canyon Pump Station Tony Gomez 999 Wilson Street, Costa Mesa, CA 92627 323-810-9966 jgomez@cmsdca.gov DESCRIPTION Estimate Description Qty Rate Tax Total --------------------- Company: Costa Mesa Sanitary District Attn: Tony Gomez Cell: 323-810-9966 Email: jgomez@cmsdca.gov Dear Tony, The following is an estimate for the Canyon Pump Station Project with (2) Toshiba AS3 20HP, 460V drives. Labor, if quoted, is to be performed during regular business hours unless otherwise requested. This quote does include prevailing wages. All estimates requiring a new drive and/or parts must be prepaid in advance. Labor needed to complete the estimate can be subject to Net 30 days on approved credit. Please note prices are valid from 30days from estimate date. Pricing needs to be verified prior to approval. ----------------------- -Standard credit terms are Net 30 days on approved credit. -All estimates requiring a new drive and/or parts must be prepaid in advance. -A vehicle surcharge will be added for all field service calls. -Labor needed to complete the estimate can be subject to Net 30 days on approved credit. -Late charges will apply for invoices paid after 45 days. Late charges will be applied at 1% per month on the outstanding balance. 0.00 $0.00 $0.000 $0.00 2 DocuSign Envelope ID: 3B50E834-5E0D-49EA-A4B6-9018DA7AB8A3 -All new customers are C.O.D or Credit Card pending approval of credit application. -Please email a copy of the purchase order to sales@industrialtechnicalservices.com, otherwise please sign and add your purchase order number to the bottom of this estimate and email to sales@industrialtechnicalservices.com. Verbal PO's cannot be accepted. Service is to be performed during regular business hours - Mon to Fri from 7am to 3:30pm. Service performed after hours or weekends will be quoted at a different billing rate. Please request a quote for after hours service if needed. By approval of this estimate with a purchase order or purchase order number, customer agrees upon receipt of the invoice(s) to make payments to the address listed below or by ACH to the Sigma Funding Group: Sigma Funding Group Department 344 PO Box1000 Memphis, TN 38148-0001 Customer agrees to promptly complete any invoice verification paperwork from Sigma Funding Group should Sigma Funding Group provide it. -------------------- Estimate valid for 30 days. -------------------- *********************************** EFFECTIVE JULY 1, 2023 rates will reflect an increase due to higher operating costs. Please let us know if you have any questions or concerns. Thank you for your business. *********************************** Canyon Pump station - Nema 4, Stainless Steel enclosure (36 x 36 x 12) with (2) Toshiba Drive - AS3 - 20HP, 460VAC, Drive only , with line reactor and fuses to be integrated externally with the existing enclosure. Quote includes panel assembly, all hardware and including onsite installation per customer's request at the designated street address. To be installed during regular working hours from Monday to Friday from 7am to 4pm. Prevailing Wages applied. (Drive/Parts to be prepaid) 1.00 $15,182.52 $0.000 $15,182.52 ******************************* THIS IS AN ESTIMATE, NOT A CONTRACT FOR SERVICES. The summary above is furnished by Industrial Technical Services as a good faith estimate of work to be performed at the location described above and is based on our evaluation and does not include material price increases or additional labor and materials which may be required should unforeseen problems arise after the work has started. I understand that the final cost of the work 0.00 $0.00 $0.000 $0.00 3 DocuSign Envelope ID: 3B50E834-5E0D-49EA-A4B6-9018DA7AB8A3 may differ from the estimate, perhaps materially. I agree and authorize the work as summarized on these estimated terms, and I agree to pay the full amount for all work performed. P.O. #_____________________________ Date:______________________________ Accepted by:________________________________ *********************************** Orange County Sales Tax 7.750%$0.00 CUSTOMER MESSAGE Thank you for the opportunity. Feel free to contact us if you have any questions. We look forward to working with you.  Estimate Total:$15,182.52 4 DocuSign Envelope ID: 3B50E834-5E0D-49EA-A4B6-9018DA7AB8A3 Important Addresses Payment Remit To Address (ACH payments alsoaccepted): Sigma Funding Group Department 344 PO Box 1000 Memphis, TN 38148-0001 Shipping Address: Industrial Technical Services 15300 Valley View Ave, E10 La Mirada, CA 90638 5 DocuSign Envelope ID: 3B50E834-5E0D-49EA-A4B6-9018DA7AB8A3 Industrial Technical Services 714-256-4100 sales@industrialtechnicalservices.com Estimate # 15019A 09/14/2023 Tony Gomez 323-810-9966 jgomez@cmsdca.gov Costa Mesa Sanitary District 19th Street Pump Station 1035 West 19th Street Costa Mesa, CA, 92627 1 DocuSign Envelope ID: 3B50E834-5E0D-49EA-A4B6-9018DA7AB8A3 714-256-4100, Sales@industrialtechnicalservices.com   Estimate ESTIMATE #15019A DATE 09/14/2023 PO # CUSTOMER Costa Mesa Sanitary District 1035 West 19th Street, Costa Mesa, CA 92627   SERVICE LOCATION Adams Pump Station Tony Gomez 2054 Adams Street, Costa Mesa, CA 92627 323-810-9966 jgomez@cmsdca.gov DESCRIPTION Estimate Description Qty Rate Tax Total --------------------- Company: Costa Mesa Sanitary District Attn: Tony Gomez Cell: 323-810-9966 Email: jgomez@cmsdca.gov Dear Tony, The following is an estimate for the Adams Pump Station Project with (2) Toshiba AS3 20HP, 230V drives. Labor, if quoted, is to be performed during regular business hours unless otherwise requested. This quote does include prevailing wages. All estimates requiring a new drive and/or parts must be prepaid in advance. Labor needed to complete the estimate can be subject to Net 30 days on approved credit. Please note prices are valid from 30days from estimate date. Pricing needs to be verified prior to approval. ----------------------- -Standard credit terms are Net 30 days on approved credit. -All estimates requiring a new drive and/or parts must be prepaid in advance. -A vehicle surcharge will be added for all field service calls. -Labor needed to complete the estimate can be subject to Net 30 days on approved credit. -Late charges will apply for invoices paid after 45 days. Late charges will be applied at 1% per month on the outstanding balance. 0.00 $0.00 $0.000 $0.00 2 DocuSign Envelope ID: 3B50E834-5E0D-49EA-A4B6-9018DA7AB8A3 -All new customers are C.O.D or Credit Card pending approval of credit application. -Please email a copy of the purchase order to sales@industrialtechnicalservices.com, otherwise please sign and add your purchase order number to the bottom of this estimate and email to sales@industrialtechnicalservices.com. Verbal PO's cannot be accepted. Service is to be performed during regular business hours - Mon to Fri from 7am to 3:30pm. Service performed after hours or weekends will be quoted at a different billing rate. Please request a quote for after hours service if needed. By approval of this estimate with a purchase order or purchase order number, customer agrees upon receipt of the invoice(s) to make payments to the address listed below or by ACH to the Sigma Funding Group: Sigma Funding Group Department 344 PO Box1000 Memphis, TN 38148-0001 Customer agrees to promptly complete any invoice verification paperwork from Sigma Funding Group should Sigma Funding Group provide it. -------------------- Estimate valid for 30 days. -------------------- *********************************** EFFECTIVE JULY 1, 2023 rates will reflect an increase due to higher operating costs. Please let us know if you have any questions or concerns. Thank you for your business. *********************************** Adams Pump station - Nema 4, Stainless Steel enclosure (36 x 36 x 12) with (2) Toshiba Drive - AS3 - 20HP, 230VAC, Drive only , with line reactor and fuses to be integrated externally with the existing enclosure. Quote includes panel assembly, all hardware and including onsite installation per customer's request at the designated street address. To be installed during regular working hours from Monday to Friday from 7am to 4pm. Prevailing Wages applied. (Drive/Parts to be prepaid) 1.00 $15,952.66 $0.000 $15,952.66 ******************************* THIS IS AN ESTIMATE, NOT A CONTRACT FOR SERVICES. The summary above is furnished by Industrial Technical Services as a good faith estimate of work to be performed at the location described above and is based on our evaluation and does not include material price increases or additional labor and materials which may be required should unforeseen problems arise after the work has started. I understand that the final cost of the work 0.00 $0.00 $0.000 $0.00 3 DocuSign Envelope ID: 3B50E834-5E0D-49EA-A4B6-9018DA7AB8A3 may differ from the estimate, perhaps materially. I agree and authorize the work as summarized on these estimated terms, and I agree to pay the full amount for all work performed. P.O. #_____________________________ Date:______________________________ Accepted by:________________________________ *********************************** CUSTOMER MESSAGE Thank you for the opportunity. Feel free to contact us if you have any questions. We look forward to working with you.  Estimate Total:$15,952.66 4 DocuSign Envelope ID: 3B50E834-5E0D-49EA-A4B6-9018DA7AB8A3 Important Addresses Payment Remit To Address (ACH payments alsoaccepted): Sigma Funding Group Department 344 PO Box 1000 Memphis, TN 38148-0001 Shipping Address: Industrial Technical Services 15300 Valley View Ave, E10 La Mirada, CA 90638 5 DocuSign Envelope ID: 3B50E834-5E0D-49EA-A4B6-9018DA7AB8A3