Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
PR 23992: CONTRACT WITH NEWGEN STRATEGIES AND SOLUTIONS, LLC, SOLID WASTE MASTER PLAN
City of ,..N2) iiiort rthu Texas INTEROFFICE MEMORANDUM Date: October 22, 2024 To: The Honorable Mayor and City Council Through: Ronald Burton, CPM, City Manager From: Flozelle C. Roberts,EIT, MEng, MBA, CPM, Director of Public Works RE: PR No. 23992 —Authorizing the Execution of a Contract with NewGen Strategies and Solutions, LLC for the Development of the Solid Waste Master Plan Introduction: This agenda item seeks the City Council's approval to execute a contract with NewGen Strategies and Solutions, LLC to develop the Solid Waste Master Plan. Background: The Solid Waste Division collects and disposes of residential, commercial,vegetative,and bulk waste throughout the City. Although Port Arthur has grown and its needs have changed, the Solid Waste Division's methods for refuse collection have not. It is,therefore, imperative that a review of the Division's waste management practices, deficiencies, and opportunities for improvement are evaluated, determined, and placed in a master plan. The Purchasing Division advertised for proposals on July 27, 2024, and August 3, 2024, with two(2)proposals received. Staff evaluated the proposals and determined that NewGen Strategies and Solutions, LLC of Austin,Texas, submitted the best proposal that met the City's needs. Budget Impact: NewGen Strategies and Solutions, LLC submitted a proposal cost of$208,070.00. Funding is available in the Solid Waste Administration's Professional Services Account,403-50-300-5420- 00-00-000 pending budget amendment via adoption of PO No. 7291. Recommendation: It is recommended that the City Council approve Proposed Resolution No. 23992 to execute a contract with NewGen Strategies and Solutions, LLC to develop the Solid Waste Master Plan. "Remember,we are here to serve the Citizens of Port Arthur" PR No.23992 10/22/2024 FCR Page 1 of 3 RESOLUTION NO. A RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE A CONTRACT WITH NEWGEN STRATEGIES AND SOLUTIONS, LLC OF AUSTIN, TEXAS, TO DEVELOP A SOLID WASTE MASTER PLAN. FUNDING OF $208,070.00 IS AVAILABLE IN THE SOLID WASTE ADMINISTRATION'S PROFESSIONAL SERVICES ACCOUNT, 403-50-300-5420-00-00-000, CONTINGENT UPON APPROVAL OF BUDGET AMENDMENT VIA ADOPTION OF PROPOSED ORDINANCE 7291. WHEREAS, the Solid Waste Division collects and disposes of residential, commercial, vegetative, and bulk waste throughout the City; and, WHEREAS, although Port Arthur has grown and its needs have changed, the Solid Waste Division's methods for refuse collection have not; and, WHEREAS, it is, therefore, imperative that a review of the Division's waste management practices, deficiencies, and opportunities for improvement are evaluated, determined, and placed in a master plan; and, WHEREAS, the Purchasing Division advertised for proposals on July 27, 2024, and August 3, 2024,(see Exhibit "A")with two(2)proposals received(see Exhibit "B"); and, WHEREAS, staff evaluated the proposals and determined that NewGen Strategies and Solutions, LLC of Austin, Texas, submitted the best proposal that met the City's needs for $208,070.00. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF PORT ARTHUR,TEXAS: THAT,the facts and opinions in the preamble are true and correct; and, THAT, the City Manager is hereby authorized and directed to execute a contract, in substantially the same form as the attached Exhibit C, with NewGen Strategies and Solutions, LLC to develop the Solid Waste Master Plan; and, PR No.23992 10/22/2024 FCR Page 2 of 3 THAT, the Solid Waste Administration's Professional Services Account, 403-50-300- 5420-00-00-000, will be used to fund the project; and, THAT, a copy of the caption of this resolution be spread upon the minutes of the City Council. READ, ADOPTED AND APPROVED, this day of , 2024, AD, at a Regular Meeting of the City Council of the City of Port Arthur, Texas by the following Vote: AYES: Mayor: Councilmembers: NOES: Thurman Bill Bartie Mayor ATTEST: Sherri Bellard, TRMC City Secretary APPROVED AS TO FORM: Roxann Pais Controneo, Esq. City Attorney PR No.23992 10/22/2024 FCR Page 3 of 3 APPROVED FOR ADMINISTRATION: Iv&/ Ronal Burton, CP ff.e.-0 City Manager #11V n"-V— ozelle ' Roe s, ' I , Meng, :A, CPM Direct t r o Public orks APPROVED AS TO FUND AVAILABILITY: ceeDetvJe,pJ1 Lyn (Lyn) Boswell, ICMA-CM, MA Director of Finance Clifton E. Williams, Jr., CPPB Purchasing Manager 1 PR No. 23992 EXHIBIT A (Advertisement) CITY OF PORT ARTHUR Request for Bids Consultant to Provide Solid Waste Master Plan July 27, 2024 August 3, 2024 PUBLIC NOTICE CITY OF PORT ARTHUR,TFXAS REQUEST FOR PROPOSALS DTICE IS HEREBY GIVEN THAT sealed Proposals, addressed to the City of Port Arthur, will received at the Office of the City Secretary, City Hall 444-4th Street or P. O. Box 1089, Port thur, Texas 77641 no later than 3:00 P.M., Wednesday,August 7, 2024 and all bids received II thereafter be opened and read aloud on Wednesday,August 7,2024 at 3:15 P.M. in the City )uncil Chambers,5th Floor,City Hall, Port Arthur,Texas for certain services briefly described as: CONSULTANT TO PROVIDE SOLID WASTE MASTER PLAN oposals received after closing time will be returned unopened, spies of the Specifications and other Contract Documents are on file in the Purchasing Office,444 n Street,City of Port Arthur,and are open for public inspection without charge.They can also be trieved from the from the City's website at www.portarthurtx.gov/bids.aspx www.publicpurchase. m ie City of Port Arthur reserves the right to reject any and all bids and to waive informalities. Chapter 2 Article VI Sec. 2-262(C)of the City's Code of Ordinance,the City Council shall not yard a contract to a company that is in arrears in its obligations to the City. • PUBLIC NOTICE Clifton Williams CITY OF PORT ARTHUR,TEXAS Purchasing Manager REQUEST FOR PROPOSALS IVEN THAT sealed Proposals, addressed to the City of Port Arthur, u be received at the Office of the City Secretary. City Hall 444-4th Street or P. O. Box 1089, P, Arthur, Texas 77641 no later than 3:00 P.M., Wednesday,August 7, 2024 and all bids receiv will thereafter be opened and read aloud on Wednesday,August 7,2024 at 3:15 P.M. in the C Council Chambers.5th Floor,City Hall,Port Arthur,Texas for certain services briefly described a: CONSULTANT TO PROVIDE SOLID WASTE MASTER PLAN Proposals received after closing time will be returned unopened, Copies of the Specifications and other Contract Documents are on file in the Purchasing Office,4, 4th Street,City of Port Arthur, and are open for public inspection without charge.They can also t retrieved from the from the City's website at www.portarthurtx.gov/bids.aspx www.publicpurchas com The City of Port Arthur reserves the right to reject any and all bids and to waive informalitie Per Chapter 2 Article VI Sec. 2-262(C)of the City's Code of Ordinance, the City Council shall n award a contract to a company that is in arrears in its obligations to the City. • Clifton Williams Purchasing Manager 1 CITY OF PORT ARTHUR,TEXAS REQUEST FOR PROPOSALS NOTICE IS HEREBY GIVEN THAT sealed Proposals, addressed to the City of Port Arthur, will be received at the Office of the City Secretary,City Hall 444-4th Street or P. O. Box 1089, Port Arthur, Texas 77641 no later than 3:00 P.M., Wednesday, August 7, 2024 and all bids received will thereafter be opened and read aloud on Wednesday,August 7,2024 at 3:15 P.M. in the City Council Chambers, 5th Floor, City Hall, Port Arthur, Texas for certain services briefly described as: CONSULTANT TO PROVIDE SOLID WASTE MASTER PLAN Proposals received after closing time will be returned unopened. Copies of the Specifications and other Contract Documents are on file in the Purchasing Office, 444 4th Street, City of Port Arthur, and are open for public inspection without charge. They can also be retrieved from the City's website at www.portarthurtx.gov/bids.aspx or www.publicpurchase.corn. The City of Port Arthur reserves the right to reject any and all bids and to waive informalities. Per Chapter 2 Article VI Sec. 2-262(C) of the City's Code of Ordinance, the City Council shall not award a contract to a company that is in arrears in its obligations to the City. 4/0, Clifton Williams Purchasing Manager FIRST PUBLICATION: July 27,2024 SECOND PUBLICATION: August 3, 2024 PR No.23992 EXHIBIT B (Bid Tabulation) City of Port Arthur Solid Waste Master Plan Agenda Totals P24-058 NexGen Strategies Weight and Solutions,LLC. Roux Austin, TX Houston, TX Specialized experience of the team and related experience on projects of similar scope in similar type and market communities 40 37 10 including team organization and structure,proposed schedule and understanding of project objectives 80 62 0 Qualifications and completeness of the proposal 20 16 7 Qualifications,references,and capability of key staff 40 39 14 Port Arthur or Firms subcontracting to Port Arthur Firms- 40 13 0 Approach to facilitating meaningful Project Team engagement and participation 40 34 0 Cost to complete this project 100 74 0 strategy 40 40 0 Total 400 315 31 Yolanda Scypion-Gowuieaw 10/18/24 Yolanda Scypion-Goudeaux, Purchasing Assistant Date Energy City of Ciry o r t r t h u r Texus PR No.23992 EXHIBIT C (Contract) STATE OF TEXAS § CITY OF PORT ARTHUR,TEXAS § AGREEMENT FOR PROFESSIONAL SERVICES COUNTY OF JEFFERSON § This Agreement for Professional Services("Agreement")is made by and between the City of Port Arthur,Texas,a Texas home-rule municipality located in Jefferson County,Texas("City"), and NewGen Strategies and Solutions, LLC ("Professional") (individually, each a "Party" and collectively, "Parties"), acting by and through the Parties' authorized representatives. Recitals: WHEREAS, City desires to engage the services of Professional as an independent contractor and not as an employee in accordance with the terms and conditions set forth in this Agreement; and WHEREAS, Professional desires to render professional services in accordance with the terms and conditions set forth in this Agreement. NOW, THEREFORE, in exchange for the mutual covenants set forth herein and other valuable consideration, the sufficiency and receipt of which is hereby acknowledged, the Parties agree as follows: Article I Employment of Professional Professional will perform as an independent contractor all services under this Agreement to the prevailing professional standards consistent with the level of care and skill ordinarily exercised by members of Professional's profession, both public and private, currently practicing in the same locality under similar conditions including but not limited to the exercise of reasonable, informed judgments and prompt, timely action. If Professional is representing this it has special expertise in one or more areas to be utilized in the performance of this Agreement, then Professional agrees to perform those special expertise services to the appropriate local, regional and national professional standards. Article II Term 2.1 The term of this Agreement shall begin on the last date of execution hereof by all parties hereto(the"Effective Date")and shall continue thereafter until the one(1)year anniversary of the Effective Date. 2.2 Professional may terminate this Agreement by giving thirty(30)days prior written notice to City. In the event of such termination by Professional, Professional shall be entitled to compensation for services satisfactorily completed in accordance with this Agreement prior to the date of such termination. 2.3 City may terminate this Agreement by giving ten (10) days prior written notice to Professional. In the event of such termination by City, Professional shall be entitled to compensation for services satisfactorily completed in accordance with this Agreement prior to the date of such termination. Upon receipt of such notice from City, Professional shall immediately terminate working on, placing orders or entering into contracts for supplies, assistance, facilities or materials in connection with this Agreement and shall proceed to promptly cancel all existing contracts insofar as they are related to this Agreement. Article III Scope of Services 3.1 Professional shall perform the services specifically set forth in Exhibit A, attached hereto and incorporated herein by reference, entitled "Scope of Services." In case of conflict with the language of Exhibit A and the provisions of this Agreement, the provisions of this Agreement shall control. Any additional services require the prior approval of the City Council of the City. 3.2 The Parties acknowledge and agree that any and all opinions provided by Professional represent the best judgment of Professional. Article IV Schedule of Work 4.1 Professional agrees to commence services upon written direction from City and to complete the tasks set forth in Exhibit A, Scope of Services, in accordance with a work schedule established by City(the "Schedule"), which is attached hereto and incorporated as Exhibit A. 4.2 In the event Professional's performance of this Agreement is delayed or interfered with by acts of City or others, Professional may request an extension of time for the performance of same as hereinafter provided, and City shall determine whether to authorize any increase in fee or price, or to authorize damages or additional compensation as a consequence of such delays, within a reasonable time after receipt of Professional's request. 4.3 No allowance of any extension of time, for any cause whatsoever, shall be claimed or made by Professional, unless Professional shall have made written request upon City for such extension not later than five(5)business days after the occurrence of the cause serving as the basis for such extension request, and unless City and Professional have agreed in writing upon the allowance of such additional time. Article V Compensation and Method of Payment 5.1 City shall pay Professional for the services specifically as set forth in Exhibit A by payment of a fee not to exceed $208,070.00. Page 2 of 11 City of Port Arthur, Texas Professional Services Agreement 5.2 Each month Professional shall submit to City an invoice supporting the amount for which payment is sought. Each invoice shall also state the percentage of work completed on the Project through the end of the then submitted billing period,the total of the current invoice amount, and a running total balance for the Project to date. 5.3 Within thirty (30) days of receipt of each such monthly invoice, City shall make monthly payments in the amount shown by Professional's approved monthly invoice and other documentation submitted. 5.4 Professional shall be solely responsible for the payment of all costs and expenses related to the services provided pursuant to this Agreement including, but not limited to, travel, copying and facsimile charges,reproduction charges, and telephone, internet, e-mail, and postage charges, except as set forth in Exhibit A. 5.5 Nothing contained in this Agreement shall require City to pay for any services that is unsatisfactory as determined by City or which is not performed in compliance with the terms of this Agreement, nor shall failure to withhold payment pursuant to the provisions of this section constitute a waiver of any right, at law or in equity, which City may have if Professional is in default, including the right to bring legal action for damages or for specific performance of this Agreement. Waiver of any default under this Agreement shall not be deemed a waiver of any subsequent default. Article VI Devotion of Time, Personnel, and Equipment 6.1 Professional shall devote such time as reasonably necessary for the satisfactory performance of the services under this Agreement. City reserves the right to revise or expand the scope of services after due approval by City as City may deem necessary, but in such event City shall pay Professional compensation for such services at mutually agreed upon charges or rates, a copy of the Rate Schedule is attached hereto as Exhibit A, and within the time schedule prescribed by City, and without decreasing the effectiveness of the performance of services required under this Agreement. In any event, when Professional is directed to revise or expand the scope of services under this Agreement, Professional shall provide City a written proposal for the entire costs involved in performing such additional services. Prior to Professional undertaking any revised or expanded services as directed by City under this Agreement, City must authorize in writing the nature and scope of the services and accept the method and amount of compensation and the time involved in all phases of the Project. 6.2 It is expressly understood and agreed to by Professional that any compensation not specified in this Agreement may require approval by the City Council of the City of Port Arthur and may be subject to current budget year limitations. 6.3 To the extent reasonably necessary for Professional to perform the services under this Agreement, Professional shall be authorized to engage the services of any agents, assistants, persons, or corporations that Professional may deem proper to aid or assist in the performance of Page 3 of 11 City of Port Arthur, Texas Professional Services Agreement the services under this Agreement. The cost of such personnel and assistance shall be borne exclusively by Professional. 6.4 Professional shall furnish the facilities, equipment,telephones, facsimile machines, email facilities, and personnel necessary to perform the services required under this Agreement unless otherwise provided herein. Article VII Relationship of Parties 7.1 It is understood and agreed by and between the Parties that in satisfying the conditions and requirements of this Agreement, Professional is acting as an independent contractor, and City assumes no responsibility or liability to any third party in connection with the services provided by Professional under this Agreement. All services to be performed by Professional pursuant to this Agreement shall be in the capacity of an independent contractor, and not as an agent, servant, representative, or employee of City. Professional shall supervise the performance of its services and shall be entitled to control the manner, means and methods by which Professional's services are to be performed, subject to the terms of this Agreement. As such, City shall not train Professional, require Professional to complete regular oral or written reports, require Professional to devote his full-time services to City, or dictate Professional's sequence of work or location at which Professional performs Professional's work, except as may be set forth in Exhibit A. Article VIII Insurance 8.1 Before commencing work, Professional shall, at its own expense, procure, pay for and maintain during the term of this Agreement the following insurance written by companies approved by the state of Texas and acceptable to City. Professional shall furnish to the City Manager certificates of insurance executed by the insurer or its authorized agent stating coverages, limits, expiration dates and compliance with all applicable required provisions. Certificates shall reference the project/contract number and be addressed as follows: City of Port Arthur, Texas Attention: Ronald Burton, City Manager 444 4th Street Port Arthur, Texas 77640 A. Commercial General Liability insurance, including, but not limited to Premises/Operations, Personal & Advertising Injury, Products/Completed Operations, Independent Contractors and Contractual Liability, with minimum combined single limits of $500,000 per occurrence, $500,000 Products/Completed Operations Aggregate, and $500,000 general aggregate. Coverage must be written on an occurrence form. The General Aggregate shall apply on a per project basis. Page 4 of 11 City of Port Arthur, Texas Professional Services Agreement B. Workers' Compensation insurance with statutory limits; and Employers' Liability coverage with minimum limits for bodily injury: 1) by accident, $100,000 each accident, and 2) by disease, $100,000 per employee with a per policy aggregate of $500,000. C. Business Automobile Liability insurance covering owned, hired and non- owned vehicles, with a minimum combined bodily injury and property damage limit of $500,000 per occurrence. D. Professional Liability Insurance to provide coverage against any claim which the Professional and all professionals engaged or employed by the Professional become legally obligated to pay as damages arising out of the performance of professional services caused by error, omission or negligent act with minimum limits of$1,000,000 per claim, $1,000,000 annual aggregate. NOTE:If the insurance is written on a claims-made form, coverage shall be continuous(by renewal or extended reporting period) for not less than thirty-six (36) months following completion of this Agreement and acceptance by City. 8.2 With reference to the foregoing required insurance, Professional shall endorse applicable insurance policies as follows: A. A waiver of subrogation in favor of City, its officials, employees, and officers shall be contained in the Workers' Compensation insurance policy. B. The City, its officials, employees and officers shall be named as additional insureds on the Commercial General Liability policy, by using endorsement CG2026 or broader. C. All insurance policies shall be endorsed to the effect that City will receive at least thirty(30) days notice prior to cancellation, non-renewal, termination, or material change of the policies. 8.3 All insurance shall be purchased from an insurance company that meets a financial rating of B+VI or better as assigned by A.M. Best Company or equivalent. Article IX Right to Inspect Records 9.1 Professional agrees that City shall have access to and the right to examine any directly pertinent books, documents, papers and records of Professional involving transactions relating to this Agreement. Professional agrees that City shall have access during normal working hours to all necessary Professional facilities and shall be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this section. City shall give Professional reasonable advance notice of intended audits. Page 5 of 11 City of Port Arthur, Texas Professional Services Agreement Pir 9.2 Professional further agrees to include in subcontract(s),if any, a provision that any subcontractor agrees that City shall have access to and the right to examine any directly pertinent books, documents, papers and records of such subcontractor involving transactions related to the subcontract, and further, that City shall have access during normal working hours to all such subcontractor facilities and shall be provided adequate and appropriate work space, in order to conduct audits in compliance with the provisions of this section. City shall give any such subcontractor reasonable advance notice of intended audits. Article X Miscellaneous 10.1 Entire Agreement. This Agreement and any and all Exhibits attached hereto constitutes the sole and only agreement between the Parties and supersedes any prior or contemporaneous understandings,written agreements or oral agreements between the Parties with respect to the subject matter of this Agreement. 10.2 Authorization. Each Party represents that it has full capacity and authority to grant all rights and assume all obligations granted and assumed under this Agreement. 10.3 Assignment. Professional may not assign this Agreement in whole or in part without the prior written consent of City. In the event of an assignment by Professional to which the City has consented, the assignee shall agree in writing with the City to personally assume, perform, and be bound by all the covenants and obligations contained in this Agreement. 10.4 Successors and Assigns. Subject to the provisions regarding assignment, this Agreement shall be binding on and inure to the benefit of the Parties and their respective heirs, executors, administrators, legal representatives, successors and assigns. 10.5 Governing Law and Exclusive Venue. The laws of the State of Texas shall govern this Agreement, and exclusive venue for any legal action concerning this Agreement shall be in a District Court with appropriate jurisdiction in Jefferson County, Texas. The Parties agree to submit to the personal and subject matter jurisdiction of said court. 10.6 Amendments. This Agreement may be amended only by the mutual written agreement of the Parties. 10.7 Severability. In the event any one or more of the provisions contained in this Agreement shall for any reason be held to be invalid, illegal, or unenforceable in any respect by a court of competent jurisdiction, such invalidity, illegality or unenforceability shall not affect any other provision in this Agreement,and this Agreement shall be construed as if such invalid,illegal, or unenforceable provision had never been contained in this Agreement. 10.8 Survival of Covenants and Terms. Any of the representations, warranties, covenants,and obligations of the Parties,as well as any rights and benefits of the Parties,pertaining to a period of time following the termination of this Agreement shall survive termination, including,but not limited to, Section 3.3, Article X, and, in particular, Sections 10.13 and 10.14. Page 6 of 11 City of Port Arthur, Texas Professional Services Agreement rrz- 10.9 Recitals. The recitals to this Agreement are incorporated herein. 10.10 Notice. Any notice required or permitted to be delivered hereunder may be sent by first class mail, overnight courier or by confirmed telefax or facsimile to the address specified below, or to such other Party or address as either Party may designate in writing, and shall be deemed received three(3) days after delivery set forth herein: If intended for City: City of Port Arthur, Texas 444 4th Street Port Arthur, Texas 77640 Attn: Ron Burton, City Manager Copy to: City of Port Arthur,Texas 444 4th Street Port Arthur, Texas 77640 Attn: Roxann Pais Cotroneo, City Attorney If intended for Professional: NewGen Strategies and Solutions, LLC 8140 North Mopac Expressway, Suite I-240 Austin, Texas 78759 Attn: Allison Trulock, Managing Director 10.11 Counterparts. This Agreement may be executed by the Parties hereto in separate counterparts, each of which when so executed and delivered shall be deemed an original, but all such counterparts shall together constitute one and the same instrument. Each counterpart may consist of any number of copies hereof each signed by less than all, but together signed by all of, the Parties hereto. 10.12 Exhibits. The exhibits attached hereto are incorporated herein and made a part hereof for all purposes. 10.13 Professional's Liability. Acceptance of the Project Documents by City shall not constitute nor be deemed a release of the responsibility and liability of Professional,its employees, associates, agents or subcontractors for the accuracy and competency of their designs, working drawings, specifications or other documents and work; nor shall such acceptance be deemed an assumption of responsibility by City for any defect in the Project Documents or other documents and work prepared by Professional, its employees, associates, agents or sub-consultants. 10.14 Indemnification. PROFESSIONAL AGREES TO INDEMNIFY AND HOLD HARMLESS CITY FROM AND AGAINST ANY AND ALL LIABILITIES, DAMAGES, CLAIMS,SUITS,COSTS (INCLUDING COURT COSTS,REASONABLE ATTORNEY'S FEES AND COSTS OF INVESTIGATION)AND ACTIONS BY REASON OF INJURY TO Page 7 of 11 City of Port Arthur, Texas Professional Services Agreement OR DEATH OF ANY PERSON OR DAMAGE TO OR LOSS OF PROPERTY TO THE EXTENT CAUSED BY PROFESSIONAL'S NEGLIGENT PERFORMANCE OF SERVICES UNDER THIS AGREEMENT OR BY REASON OF ANY ACT OR OMISSION ON THE PART OF PROFESSIONAL, ITS OFFICERS, DIRECTORS, SERVANTS, AGENTS, EMPLOYEES, REPRESENTATIVES, CONTRACTORS, SUBCONTRACTORS, LICENSEES, SUCCESSORS OR PERMITTED ASSIGNS (EXCEPT WHEN SUCH LIABILITY, CLAIMS, SUITS, COSTS, INJURIES, DEATHS OR DAMAGES ARISE FROM OR ARE ATTRIBUTED TO THE NEGLIGENCE OF THE CITY). IF ANY ACTION OR PROCEEDING SHALL BE BROUGHT BY OR AGAINST CITY IN CONNECTION WITH ANY SUCH LIABILITY OR CLAIM, THE PROFESSIONAL, ON NOTICE FROM CITY, SHALL DEFEND SUCH ACTION OR PROCEEDINGS AT PROFESSIONAL'S EXPENSE, BY OR THROUGH ATTORNEYS REASONABLY SATISFACTORY TO CITY. PROFESSIONAL'S OBLIGATIONS UNDER THIS SECTION SHALL NOT BE LIMITED TO THE LIMITS OF COVERAGE OF INSURANCE MAINTAINED OR REQUIRED TO BE MAINTAINED BY PROFESSIONAL UNDER THIS AGREEMENT. IF THIS AGREEMENT IS A CONTRACT FOR ENGINEERING OR ARCHITECTURAL SERVICES, THEN THIS SECTION IS LIMITED BY, AND TO BE READ AS BEING IN COMPLIANCE WITH, THE INDEMNITY SPECIFIED IN § 271.904 OF THE TEXAS LOCAL GOVERNMENT CODE, AS AMENDED. THIS SECTION SHALL SURVIVE TERMINATION OF THIS AGREEMENT 10.15 Conflicts of Interests. Professional represents that no official or employee of City has any direct or indirect pecuniary interest in this Agreement. Any misrepresentation by Professional under this section shall be grounds for termination of this Agreement and shall be grounds for recovery of any loss, cost, expense or damage incurred by City as a result of such misrepresentation. 10.16 Default. If at any time during the term of this Agreement, Professional shall fail to commence the services in accordance with the provisions of this Agreement or fail to diligently provide services in an efficient, timely and careful manner and in strict accordance with the provisions of this Agreement or fail to use an adequate number or quality of personnel to complete the services or fail to perform any of Professional's obligations under this Agreement, then City shall have the right, if Professional shall not cure any such default after thirty (30) days written notice thereof, to terminate this Agreement. Any such act by City shall not be deemed a waiver of any other right or remedy of City. If after exercising any such remedy due to Professional's nonperformance under this Agreement, the cost to City to complete the services to be performed under this Agreement is in excess of that part of the contract sum which as not theretofore been paid to Professional hereunder, Professional shall be liable for and shall reimburse City for such excess costs. 10.17 Confidential Information. Professional hereby acknowledges and agrees that its representatives may have access to or otherwise receive information during the furtherance of Professional's obligations in accordance with this Agreement, which is of a confidential, non- public or proprietary nature. Professional shall treat any such information received in full confidence and will not disclose or appropriate such Confidential Information for Professional's Page 8 of 11 City of Port Arthur, Texas Professional Services Agreement own use or the use of any third party at any time during or subsequent to this Agreement. As used herein, "Confidential Information"means all oral and written information concerning the City,its affiliates and subsidiaries, and all oral and written information concerning City or its activities, that is of a non-public,proprietary or confidential nature including,without limitation,information pertaining to customer lists, services,methods,processes and operating procedures, together with all analyses, compilations,studies or other documents,whether prepared by Professional or others, which contain or otherwise reflect such information. The term "Confidential Information" shall not include such information that is or becomes generally available to the public other than as a result of disclosure to Professional, or is required to be disclosed by a governmental authority under applicable law. 10.18 Remedies. No right or remedy granted or reserved to the Parties is exclusive of any other right or remedy herein by law or equity provided or permitted;but each right or remedy shall be cumulative of every other right or remedy given hereunder. No covenant or condition of this Agreement may be waived without written consent of the Parties. Forbearance or indulgence by either Party shall not constitute a waiver of any covenant or condition to be performed pursuant to this Agreement. 10.19 No Third Party Beneficiary. For purposes of this Agreement, including the intended operation and effect of this Agreement, the Parties specifically agree and contract that: (1) this Agreement only affects matters between the Parties to this Agreement, and is in no way intended by the Parties to benefit or otherwise affect any third person or entity notwithstanding the fact that such third person or entity may be in contractual relationship with City or Professional or both;and(2)the terms of this Agreement are not intended to release,either by contract or operation of law, any third person or entity from obligations owing by them to either City or Professional. [The Remainder of this Page Intentionally Left Blank] Page 9 of 11 City of Port Arthur, Texas Professional Services Agreement EXECUTED this day of , 2024. CITY: CITY OF PORT ARTHUR,TEXAS, A Texas home-rule municipality, By: Ronald Burton,City Manager ATTEST: Sherri Bellard, City Secretary APPROVED AS TO FORM: Roxann Pais Cotroneo, City Attorney EXECUTED this day of , 2024. PROFESSIONAL: NewGen Strategies and Solutions, LLC (Company) By: Allison Trulock, Managing Director Page 10of11 City of Port Arthur, Texas Professional Services Agreement Exhibit A Scope of Services/ Schedule Page 11 of 11 City of Port Arthur, Texas Professional Services Agreement THURMAN BILL BARTIE,MAYOR RONALD BURTON,CPM DONEANE BECKCOM, CITY MANAGER MAYOR PRO TEM City of SHERRI BELLARD,TRMC COUNCIL MEMBERS: , , I CITY SECRETARY WILLIE BAE LEWIS,JR TIFFANY L.HAMILTON EVERFIELD �� t r t u r JAMES M.BLACK HAROLD L.DOUCET,SR. Texas INTERIM CITY ATTORNEY THOMAS KINLAW,III DONALD FRANK,SR. July 30,2024 REQUEST FOR PROPOSAL CONSULTANT TO PROVIDE SOLID WASTE MASTER PLAN DEADLINE: Sealed proposal submittals must be received and time stamped by 3:00p.m., Central Standard Time, Wednesday,August 7, 2024. (The clock located in the City Secretary's office will be the official time.) All proposals received will be read aloud at 3:15 p.m. on Wednesday, August 7, 2024 in the City Council Chambers,City Hall, 5th Floor,Port Arthur,TX. Proposals will be opened in a manner to avoid public disclosure of contents; however, only the names of proposers will be read aloud. MARK ENVELOPE: P24-058 DELIVERY ADDRESS: Please submit one(1) original and five(5) exact duplicate copies and USB of your RFP to: CITY OF PORT ARTHUR CITY OF PORT ARTHUR CITY SECRETARY or CITY SECRETARY P.O. BOX 1089 444 4TH STREET, 4th Floor PORT ARTHUR, TEXAS 77641 PORT ARTHUR,TEXAS 77640 POINTS OF CONTACT: Questions concerning the Request for Proposal should be directed in writing to: City of Port Arthur, TX Clifton Williams, Purchasing Manager P.O. Box 1089 Port Arthur, TX 77641 clifton.williamsa,portarthurtx.gov Purchasing Division/Finance Department I Purchasing Manager,Clifton Williams P.O.Box 10891444 4th Street I Port Arthur,Texas 776411 409.983.8160 I Fax 409.983.8291 The enclosed REQUEST FOR PROPOSAL (RFP) and accompanying General Instructions are for your convenience in submitting proposals for the enclosed referenced services for the City of Port Arthur. Proposals must be signed by a person having authority to bind the firm in a contract. Proposals shall be placed in a sealed envelope,with the Vendor's name and address in the upper left-hand corner of the envelope. ALL PROPOSALS MUST BE RECEIVED IN THE CITY SECRETARY'S OFFICE BEFORE OPENING DATE AND TIME. It is the sole responsibility of the firm to ensure that the sealed RFP submittal arrives at the above location by specified deadline regardless of delivery method chosen by the firm. Faxed or electronically transmitted RFP submittals will not be accepted. rieo Gi)dez -kner- Clifton Williams Purchasing Manager Page 2 of 21 REQUESTS FOR PROPOSALS CONSULTANT TO PROVIDE SOLID WASTE MASTER PLAN (To be Completed ONLY IF YOU DO NOT BID.) FAILURE TO RESPOND TO BID SOLICITATIONS FOR TWO (2) BID PERIODS MAY RESULT IN REMOVAL FROM THE VENDOR'S LIST. However, if you are removed you will be reinstated upon request. In the event you desire not to submit a bid, we would appreciate your response regarding the reason(s). Your assistance in completing and returning this form in an envelope marked with the enclosed bid would be appreciated. NO BID is submitted: this time only not this commodity/service only Yes No Does your company provide this product or services? Were the specifications clear? Were the specifications too restrictive? Does the City pay its bills on time? Do you desire to remain on the bid list for this product or service? Does your present work load permit additional work? Comments/Other Suggestions: Company Name: Person Completing Form: Telephone: Mailing Address: Email: City,State,Zip Code: Date: Page 3 of 21 Request for Proposals— Planning Consultant Services Solid Waste Master Plan City of Port Arthur, TX Purpose and Project Description The City of Port Arthur is requesting proposals from qualified firms (Consultant) to complete the City of Port Arthur's first Solid Waste Master Plan (Master Plan).The Master Plan will provide analysis of existing conditions, goals, and objectives with strategies, expenditure estimates, and revenue recommendations. The purpose of the Master Plan will be to evaluate and analyze the Solid Waste Division's operations and financial health, address and/or identify critical short-term and long-term needs, provide key information for stakeholders and City policy makers to provide direction on critical program decisions, and develop a plan that provides the City guidance for successful, long-term solid waste operations. Background The City of Port Arthur is a community of approximately 56,000 residents situated along US Highway 69/96/287 and State Highways 73 and 87. It abuts Sabine Lake and the Louisiana state border. Spanning over 70 square miles of land mass, Port Arthur is home to Lamar State College Port Arthur and numerous oil refineries. The City of Port Arthur(City) operates and maintains a comprehensive, automated curbside residential garbage, commercial, and heavy/bulk waste collection program. The Solid Waste Division is an enterprise fund that provides collection services only for City residents and businesses.Additionally,this Division shreds and discards used tires abandoned throughout the City, and rebuilds dumpsters for its commercial operation. The Solid Waste Division provides essential services for safely managing solid waste generated in the region for keeping the community clean. In keeping with these responsibilities, a Solid Waste Management Plan to better understand waste generation, transport, and disposal within the City is desired. Lifestyles and waste management conditions and programs have evolved and changed over time requiring a solid waste management planning analysis that will examine today's waste environment in the City of Port Arthur and project the trends that may influence future practices. Objectives Key objectives of the plan will be to define and understand current waste management conditions and the systems in place. Using real and estimated data, identify the current state of waste generation and disposal in Port Arthur, and project future waste generation and disposal needs. Through this analysis, identify problems and deficiencies in the current system to address the disposal of residentially and commercially-generated municipal solid waste,and offer recommendations for improvements based on the data analysis and knowledge of solid waste trends and feasibility. Page 4 of 21 Scope of Work The Master Plan will guide operating and capital investments, operations, practices, fees, and policies in a way that improves collections while promoting efficiency, effectiveness, and sustainability. Elements from the Master Plan will be broken down into annual work plans by informing and affecting transformational investments and projects in Solid Waste operations. This proposed scope of work is intended to be a general outline of the work anticipated and not an all-inclusive description of the elements to be included in the Master Plan. Consultants are highly encouraged to add to the scope based on their experience or expertise with similar projects. Development of the Master Plan shall involve dynamic engagement of the Project Team, which may be composed of City staff, City leadership, and other stakeholders. The following sample outline provides the core elements that shall be included in the Master Plan: I. Project Management/Project Communication a. Initial Data Request Consultant will provide a detailed preliminary data request that will encompass data needs to complete the Master Plan. b. Kick-off Meeting Consultant will schedule and facilitate a kick-off meeting with the City's Project Team to review the project approach and scope of work, confirm the schedule, establish lines of communication, and review data provided by the City. Consultant will distribute an agenda and take and distribute meeting minutes. c. Progress Calls Consultant will schedule and facilitate routine progress calls between the Consultant's Project Manager and the City's Project Manager. Progress calls will be conducted biweekly,or as needed, throughout the project's duration. d. Progress Meetings Consultant will facilitate and conduct monthly progress meetings with the City's project team to review work progress, open action items, project schedule, and planned near term work. Progress meetings may occur in-person or via video conference. Consultant will distribute an agenda and take and distribute meeting minutes. e. Project Team Workshops Consultant will facilitate and conduct on-site workshops with the City's Project Team to review key project findings or deliverables, discuss the City's review comments, and obtain feedback or direction on decision items. Three (3) workshops are anticipated throughout the course of the project and may occur in-person or via video conference. (At least one workshop will be conducted in person.) Consultant will distribute an agenda and take and distribute meeting minutes. f. Stakeholder Engagement/City Council Meetings i. Consultant will attend and facilitate stakeholder workshops with representative project stakeholders as determined by the City. Consultant will prepare presentation materials in advance of each workshop. Consultant will document and compile stakeholder comments and provide to the City. Two (2) stakeholder workshops are anticipated throughout the course of the project. Page 5 of 21 ii. Consultant will attend City Council meetings as requested by the City's Project Team. Consultant will prepare presentation materials in advance of each meeting.Three (3) City Council meetings are anticipated throughout the course of the project. II. Current Cost of Service and Rate Analysis Consultant will work with the City to develop an accurate test year revenue requirement reflecting the revenue required to meet all operating and maintenance (O&M) costs, debt service (including coverage and reserve requirements), working capital requirements, and capital expenditures. III. Forecasted Cost of Service Analysis and Rate Model Development a. Consultant will project the future cost of service for a five (5) year time frame and will allocate these costs to the appropriate cost centers. Consultant will work in conjunction with the City to develop an accurate five (5) year revenue requirement and billing unit forecast. Consultant will also develop the following schedules as part of the five (5) year forecast. i. Fleet replacement Specific to equipment, Consultant will collaborate with the City to develop an equipment replacement strategy for the five (5) year forecast. ii. Debt service and capital improvement plan (CIP) Consultant will account for existing debt and anticipated future CIP needs. iii. Reserve funds As an enterprise fund,there is a need for capital and operating reserve funds. Consultant will review existing balances and account for additional amounts that may be required to provide adequate reserves. Consultant will also address any coverage ratios that should be accounted for. b. Consultant will evaluate how much revenue is currently generated by the current fee structure from the existing customer classes to determine if revenues generated are sufficient to recover the cost of service assigned to each customer class. Consultant will assess the overall revenue requirements compared to revenue generated under the current fee structure and rates. c. Consultant will benchmark key costs and rates from other communities in southeast Texas and for similar-sized facilities in the southern region of the United States. d. Consultant will identify revenue sources and enhancements that may include, but not be limited, to: i. Potential revenue strategies and sources ii. Evaluate financial strategies and innovative approaches to increasing revenue for collection e. Consultant will develop proposed rates that meet the needs and objectives for the upcoming five (5) year period. Proposed rates will consider: i. Escalation strategies ii. Meeting revenue requirements in a stable and predictable manner iii. Fee structure equity iv. Environmental sustainability f. Consultant shall provide a simple and understandable fee structure IV. Five (5) Year Capital Improvement Plan (CIP) a. Consultant will develop a CIP and funding plan for the City's Solid Waste Division b. Consultant will provide the City with an understanding of the financial impacts associated with various scenario changes being considered Page 6 of 21 V. Collection Services a. Collection Operations Review Consultant will conduct field observations and analyze the information collected, both from the preliminary data and the field observations, to evaluate the operational efficiency of the City's solid waste collection operations. Consultant will perform field observations of the three (3) primary collection operations (garbage, commercial, and heavy/bulk waste), including pre-trip, post-trip, and on-route observations of the collection programs. Consultant will also conduct interviews/focus group discussions with representative staff. b. Collection Program Analysis i. Consultant will evaluate the following performance metrics during the review of the solid waste collection system: 1. Collection efficiency services (e.g., total number of routes, number of houses/set- outs collected per route, and number of collections per hour while on-route) 2. On-route collection practices 3. Non-collection time (travel, down time, breaks, etc.) 4. Daily work schedules 5. Staffing levels for collection, including use of overtime and temporary personnel 6. Staffing training level opportunities, including collection and equipment maintenance staff 7. Configuration of equipment(including the number of frontline and backup vehicle types) 8. Vehicle replacement schedule 9. Vehicle maintenance plan and schedule 10. Vehicle maintenance costs 11. Trigger levels for increased staffing and equipment needs ii. Consultant will evaluate secondary functions of the City's collection program to include Earth Day, community cleanup days, and tire shredding events. iii. Consultant will create a public education/outreach strategy c. City Ordinance Analysis This task will include analyzing the City's existing solid waste ordinances and identifying and suggesting revisions for the identified ordinances d. Capital Improvement Needs Consultant will develop a CIP for collection services, which includes cost and timing for equipment replacement. This will be included in the cost of service model. VI. Implementation Plan a. Summarize and Prioritize Options and Scenarios The range of solid waste management strategies and practices to be considered will include key options available to the City. Based on work completed, Consultant till compile a summary of alternative scenarios and options that the City may wish to consider including the Master Plan. Scenarios and options may be enhancements to current services or new initiatives. Consultant will present the initial list of scenarios/options to the Project Team during one of the Project Team workshops. b. Five (5) Year Plan Implementation i. Consultant will meet with City staff to discuss the results of the analysis completed above (in IV, a)to discuss option effectiveness and priority Page 7 of 21 ii. Consultant will develop a planning level implementation plan for the next five (5) years that will describe specific activities associated with implementing each of the strategies and options. The purpose of the Implementation Plan will be to provide a clear explanation of what should be accomplished within a given time period. The Implementation Plan will be created in a format that allows the City to sort activities by year and cost, which includes the results of the CIP analysis. c. Solid Waste Master Plan Report Consultant will prepare the Master Plan in sectional report format to generally align with the tasks described within this Scope of Work. As described above, draft sections of the report will be prepared as completed and the draft sections will be provided to the City for review to expedite the review process. A complete, compiled first draft of the Master Plan will be provided to the City for review upon substantial completion of all project tasks. A second draft will be developed to incorporate comments from the City's Project Team's review and will be utilized for communication with stakeholders. Following stakeholder workshops, final comments will be addressed, and a final Master Plan report will be prepared for presentation to the City Council. Project Timeline The City anticipates a maximum nine (9) month timeline to substantial completion from the date of Notice of Proceed to final presentations with the Port Arthur City Council. Project Deliverables The Consultant will prepare the Master Plan. It is expected that the deliverables will include multiple working draft versions of the Master Plan document that will be refined in consultation with the Project Team. Other deliverables are indicated throughout the body of the RFP. Format of Deliverables • Twelve (12) color paper copies of the Master Plan. All map data and maps shall be prepared and delivered in ESRI ArcGIS shapefiles and geodatabase format including source data.Additionally, all maps and plan attachments shall be provided in individual PDF files. All maps and databases shall become the property of the City of Port Arthur. • One digital copy in Microsoft Word and one in PDF format. • All deliverables shall become property of the City of Port Arthur. Proposal Requirements • Title page with firm and contact information • Cover letter • Experience and project examples highlighting similar work projects in other communities • Key project staff with resumes • Project approach and scope including timeline and key milestones • Master Plan project cost • Limit proposals to a maximum of 20 pages • List all costs and fees to complete project Page 8 of 21 Selection Criteria and Process All proposals received by the deadline and other specified requirements will be reviewed by the Project Team. The top three (3)teams may be contacted to schedule an interview and follow-up presentation. Final decisions on awarding a contract will be based on the following criteria: • Specialized experience of the team and related experience on projects of similar scope in similar type and market communities - 10 points • Proposed project approach, including team organization and structure, proposed schedule and understanding of project objectives -20 points • Qualifications and completeness of the proposal - 5 points • Qualifications, references, and capability of key staff- 10 points • Local preference for consultants in Port Arthur or Firms subcontracting to Port Arthur Firms- 10 points • Approach to facilitating meaningful Project Team engagement and participation - 10 points • Cost to complete this project- 25 points • Feasibility of implementation strategy- 10 points Terms and Conditions The City of Port Arthur reserves the right to accept or reject any or all proposals or portions thereof without stated cause. Upon selections of a finalist, the City by its proper officials shall attempt to negotiate and reach a final agreement with the finalist. If the City,for any reason, is unable to reach a final agreement with this finalist, the City then reserves the right to reject such finalist and negotiate a final agreement with another finalist who has the next most viable proposal.The City may also elect to reject all proposals and reissue a new RFP. The City reserves the right to obtain clarification of any point in a consultant's proposal or obtain additional information.Any request for clarification or other correspondence related to the RFP shall be in writing or email, and a response shall be provided within three (3) business days. The City is not bound to accept the proposal with the lowest cost, but may accept the proposal that demonstrates the best ability and qualifications to meet the needs of the City. The City reserves the right to waive any formalities, defects, or irregularities, in any proposal, response, and/or submittal where the acceptance,rejection,or waiving of such is in the best interest of the City.The City reserves the right to disqualify any proposal, before or after opening, upon evidence of collusion, intent to defraud,or any other illegal practice on the part of the Consultant. Page 9 of 21 GENERAL INFORMATION: Proposers are cautioned to read the information contained in this RFP carefully and to submit a complete response to all requirements and questions as directed. TERMINOLOGY: "Bid" vs. "Proposal"--For the purpose of this RFP,the terms "Bid" and `Proposal" shall be equivalent. AWARD: The City of Port Arthur will review all proposals for responsiveness and compliance with these specifications. The City reserves the right to award on the basis of the Lowest and Best Offer in accordance with the laws of Texas,to waive any formality or irregularity, and/or to reject any or all proposals. ALTERING BIDS: Bids cannot be altered or amended after submission deadline.Any interlineations,alteration, or erasure made before opening time must be initialed by the signer of the bid, guaranteeing authenticity. WITHDRAWAL OF PROPOSAL: The proposer may withdraw its proposal by submitting written request, over the signature of an authorized individual, to the Purchasing Division any time prior to the submission deadline. The proposer may thereafter submit a new proposal prior to the deadline. Modification or withdrawal of the proposal in any manner, oral or written,will not be considered if submitted after the deadline. CONFLICT OF INTEREST:No public official shall have interest in this contract,in accordance with Vernon's Texas Code Annotated, Local Government Code Title 5, Subtitle C, Chapter 171. ETHICS: The bidder shall not offer or accept gifts or anything of value nor enter into any business arrangement with any employee, official or agent of the City of Port Arthur. MINIMUM STANDARDS FOR RESPONSIBLE PROSPECTIVE BIDDERS: A prospective bidder must affirmatively demonstrate bidder's responsibility. A prospective bidder must meet the following requirements: 1. Be able to comply with the required or proposed delivery schedule. 2. Have a satisfactory record of performance. 3. Have a satisfactory record of integrity and ethics. 4. Be otherwise qualified and eligible to receive an award. 5. Be engaged in a full time business and can assume liabilities for any performance or warranty service required. 6. The City Council shall not award a contract to a company that is in arrears in its obligations to the City. 7. No payments shall be made to any person of public monies under any contract by the City with such person until such person has paid all obligations and debts owed to the City, or has made satisfactory arrangements to pay the same. ADDENDA: Any interpretations, corrections or changes to the RFP will be made by addenda no later than 48 hours prior to the date and time fixed for submission of proposals. Sole issuing authority of addenda shall be vested in the City of Port Arthur Purchasing Manager. The City assumes no responsibility for the proposer's failure to obtain and/or properly submit any addendum. Failure to acknowledge and submit any addendum may be cause for the proposal to be rejected. It is the vendor's responsibility to check for any addendums that might have been issued before bid closing date and time. All addenda will be numbered consecutively, beginning with 1. PORT ARTHUR PRINCIPAL PLACE OF BUSINESS: Any bona fide business that claims the City of Port Arthur as its principal place of business must have an official business address (office location and office Page 10 of 21 personnel) in Port Arthur, the principal storage place or facility for the equipment shall be in Port Arthur and/or the place of domicile for the principal business owner(s) shall be in Port Arthur or such other definition or interpretation as is provided by state law. Contractors outside the City of Port Arthur are allowed to bid. PRICES: The bidder should show in the proposal both the unit price and total amount,where required, of each item listed. In the event of error or discrepancy in the mathematics,the unit price shall prevail. PURCHASE ORDER:A purchase order(s)shall be generated by the City of Port Arthur to the successful bidder. The purchase order number must appear on all itemized invoices. INVOICES: All invoices shall be mailed directly to the City of Port Arthur, Attn.:Accounts Payable, P.O. Box 1089,Port Arthur,Texas 77641. PAYMENT: Payment will be made upon receipt of the original invoice and the acceptance of the goods or services by the City of Port Arthur, in accordance with the State of Texas Prompt Payment Act, Article 601f V.T.C.S. The City's standard payment terms are net 30, i.e.payment is due 30 days from the date of the invoice. SALES TAX: The City of Port Arthur is exempt by law from payment of Texas Sales Tax and Federal Excise Tax; therefore the proposal shall not include Sales Tax. VENUE: This agreement will be governed and construed according to the laws of the State of Texas. This agreement is performable in Port Arthur,Texas,Jefferson County. The City of Port Arthur may request and rely on advice,decisions,and opinions of the Attorney General of Texas and the City Attorney concerning any portion of these requirements. COMPLIANCE WITH LAWS: The Contractor shall comply with all applicable laws,ordinances,rules,orders, regulations and codes of the federal, state and local governments relating to performance of work herein. INTEREST OF MEMBERS OF CITY: No member of the governing body of the City, and no other officer, employee or agent of the City who exercises any functions or responsibilities in connection with the planning and carrying out of the program,shall have any personal financial interest,direct or indirect, in this Contract;and,the Contractor shall take appropriate steps to assure compliance. DELINQUENT PAYMENTS DUE CITY: The City of Port Arthur Code of Ordinances prohibits the City from granting any license, privilege or paying money to any-one owing delinquent taxes, paving assessments or any money to the City until such debts are paid or until satisfactory arrangements for payment has been made. Bidders must complete and sign the AFFIDAVIT included as part of this RFP. QUANTITIES: Quantities shown are estimated,based on projected use. It is specifically understood and agreed that these quantities are approximate and any additional quantities will be paid for at the quoted price. It is further understood that the contractor shall not have any claim against the City of Port Arthur for quantities less than the estimated amount. SHIPPING INFORMATION: All bids are to be F.O.B., City of Port Arthur, Port Arthur, TX 77640 INCORPORATION OF PROVISIONS REQUIRED BY LAW: Each provision and clause required by law to be inserted into the Contract shall be deemed to be enacted herein and the Contract shall be read and enforced as though each were included herein. If, through mistake or otherwise, any such provision is not inserted or is not correctly inserted the Contract shall be amended to make such insertion on application by either party. Page 11 of 21 !,, CONTRACTOR'S OBLIGATIONS: The Contractor shall and will, in good workmanlike manner,perform all work and furnish all supplies and materials, machinery, equipment, facilities and means, except as herein otherwise expressly specified,necessary or proper to perform and complete all the work required by this Contract, in accordance with the provisions of this Contract and said specifications. The apparent silence of these specifications as to any detail or to the apparent omission from it of a detailed description concerning any point shall be regarded as meaning that only the best commercial practices are to prevail. While the purpose of the specifications is to indicate minimum requirements in the way of capability, performance, construction, and other details, its use is not intended to deprive the City of Port Arthur the option of selecting goods which may be considered more suitable for the purpose involved. Under the Title VI of the Civil Rights Act of 1964, no person shall, on the grounds of race, color, or national origin, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program or activity receiving Federal financial assistance. TERMINATION FOR CAUSE: If,through any cause,the Contractor shall fail to fulfill in a timely and proper manner his obligations under this contract, or if the Contractor shall violate any of the covenants, agreements or stipulations of this contract, the City shall thereupon have the right to terminate this contract by giving written notice to the Contractor of such termination and specifying the effective date thereof, at least fifteen (15) days before the effective date of such termination. Notwithstanding the above,the Contractor shall not be relieved of liability to the City for damages sustained by the City by virtue of any breach of the contract by the Contractor, and the City may withhold any payments to the Contractor for the purpose of set-off until such time as the exact amount of damages due the City from the Contractor is determined. TERMINATION FOR CONVENIENCE:The City may terminate this contract at any time giving at least thirty (30) days notice in writing to the Contractor. If the Contract is terminated by the City as provided herein, the Contractor will be paid for the service that it has performed up to the termination date. If this contract is terminated due to fault of the Contractor,the previous paragraph hereof relative to termination shall apply. RELEASES AND RECEIPTS: The City of Port Arthur before making payments may require the Contractor to furnish releases or receipts for any or all persons performing work and supplying material or service to the Contractor,or any sub-contractors for work under this contract, if this is deemed necessary to protect its interests. CARE OF WORK: The Contractor shall be responsible for all damages to person or property that occurs as a result of his fault or negligence in connection with the work performed until completion and final acceptance by the City. SUB-CONTRACTS: The Contractor shall not execute an agreement with any sub-contractor or permit any sub- contractor to perform any work included in this Contract until he has received from the City of Port Arthur written approval of such agreement. INSURANCE: All insurance must be written by an insurer licensed to conduct business in the State of Texas, unless otherwise permitted by Owner. The Contract shall, at his own expense, purchase, maintain and keep in force insurance that will protect against injury and/or damages which may arise out of or result from operations under this contract, whether the operations be by himself or by any subcontractor or by anyone directly or indirectly employed by any of them, or by anyone for whose acts any of them may be liable, of the following types and limits Page 12 of 21 1. Standard Worker's Compensation Insurance: 2. Commercial General Liability occurrence type insurance City of Port Arthur, its officers, agents, and employees must be named as an additional insured): a. Bodily injury $500,000 single limit per occurrence or$500,000 each person/$500,000 per occurrence for contracts of$100,000 or less; or Bodily injury $1,000,000 single limit per occurrence or$500,000 each person/$1,000,000 per occurrence for contracts in excess of$100,000; and, b. Property Damage $100,000 per occurrence regardless of contract amount; and, c. Minimum aggregate policy year limit of$1,000,000 for contracts of $100,000 or less; or, Minimum aggregate policy year limit of$2,000,000 for contracts in excess of$100,000. 3. Commercial Automobile Liability Insurance (Including owned, non-owned and hired vehicles coverage's). a. Minimum combined single limit of$500,000 per occurrence, for bodily injury and property damage. b. If individual limits are provided, minimum limits are $300,000 per person, $500,000 per occurrence for bodily injury and$100,000 per occurrence for property damage. Contractor shall cause Contractor's insurance company or insurance agent to fill in all information required (including names of insurance agency, contractor and insurance companies, and policy numbers, effective dates and expiration dates) and to date and sign and do all other things necessary to complete and make into valid certificates of insurance and pertaining to the above listed items, and before commencing any of the work and within the time otherwise specified, Contractor shall file completed certificates of insurance with the Owner. None of the provisions in said certificate of insurance should be altered or modified in any respect except as herein expressly authorized. Said CERTIFICATE OF INSURANCE Form should contain a provision that coverage afforded under the policies will not be altered, modified or canceled unless at least fifteen (15) days prior written notice has been given to the City of Port Arthur. Contractor shall also file with the City of Port Arthur valid CERTIFICATE OF INSURANCE on like form from or for all Subcontractors and showing the Subcontractor(s) as the Insured. Said completed CERTIFICATE OF INSURANCE Form (s) shall in any event be filed with the City of Port Arthur not more than ten(10)days after execution of this Contract. NOTICE TO PROCEED: Notice to Proceed shall be issued within ten(10)days of the execution of the Contract by OWNER. Should there be any reasons why Notice to Proceed cannot be issued within such period; the time may be extended by mutual agreement between OWNER and CONTRACTOR. Page 13 of 21 Appendices Page 14 of 21 APPENDIX A LETTER OF INTEREST RFP—CONSULTANT TO PROVIDE SOLID WASTE MASTER PLAN DEADLINE: AUGUST 7,2024 The undersigned firm submits the following information (this RFP submittal) in response to the Request for Proposals (as amended by any Addenda), issued by the City of Port Arthur, TX (City) to provide Solid Waste Master Plan.Enclosed,And By this reference incorporated herein and made a part of this RFP,are the following: ❖ Completed RFP Letter of Interest Form ❖ Completed Affidavit ❖ Completed Conflict of Interest Form ❖ Non-Collusion Affidavit ❖ House Bill 89 Verification ❖ SB 252 Chapter 2252 Certification Firm understands that the City is not bound to select any firm for the final pre-qualified list and may reject any responses submitted. Firm also understands that all costs and expenses incurred by it in preparing this RFP and participating in this process will be borne solely by the firm, and that the required materials to be submitted will become the property of the City and will not be returned. Firm agrees that the City will not be responsible for any errors,omissions, inaccuracies,or incomplete statements in this RFP. Firm accepts all terms of the RFP submittal process by signing this letter of interest and making the RFP submittal. This RFP shall be governed by and construed in all respects according to the laws of the State of Texas. Firm Name Date Authorized Signature Title Name (please print) Telephone Email Page 15 of 21 APPENDIX B NON-COLLUSION AFFIDAVIT CITY OF PORT ARTHUR § STATE OF TEXAS By the signature below, the signatory for the bidder certifies that neither he nor the firm, corporation, partnership or institution represented by the signatory or anyone acting for the firm bidding this project has violated the antitrust laws of this State, codified at Section 15.01, et seq., Texas Business and Commerce Code, or the Federal antitrust laws, nor communicated directly or indirectly the bid made to any competitor or any other person engaged in the same line of business, nor has the signatory or anyone acting for the firm, corporation or institution submitting a bid committed any other act of collusion related to the development and submission of this bid proposal. Signature: Printed Name: Printed Name: Title: Company: Date: SUBSCRIBED and sworn to before me the undersigned authority by the of, on behalf of said bidder. Notary Public in and for the State of Texas My commission expires: Page 16 of 21 APPENDIX C AFFIDAVIT All pages in Offeror's Responses containing statements, letters, etc., shall be signed by a duly authorized officer of the company whose signature is binding. The undersigned offers and agrees to one of the following: I hereby certify that I do not have outstanding debts with the City of Port Arthur. I further agree to pay succeeding debts as they become due. I hereby certify that I do have outstanding debts with the City of Port Arthur and agree to pay said debts prior to execution of this agreement. I further agree to pay succeeding debts as they become due. I hereby certify that I do have outstanding debts with the City of Port Arthur and agree to enter into an agreement for the payment of said debts. I further agree to pay succeeding debts as they become due. Firm Name Date Authorized Signature Title Name (please print) Telephone Email STATE: COUNTY: SUBSCRIBED AND SWORN to before me by the above named on this the day of , 20 Notary Public RETURN THIS AFFIDAVIT AS PART OF THE BID PROPOSAL Page 17 of 21 APPENDIX D CONFLICT OF INTEREST QUESTIONNAIRE FORM CIO For vendor doing business with local governmental entity This questionnaire reflects changes made to the law by H.B.23,94th Leg.,Regular Session. OFFICE USE ONLY This questionnaire is being filed in accordance with Chapter 176,Local Government Code,by a vendor who Date Received has a business relationship as defined by Section 176.001(1-a)with a local governmental entity and the vendor meets requirements under Section 176.006(a). By law this questionnaire must be filed with the records administrator of the local governmental entity not later than the 7th business day after the date the vendor becomes aware of facts that require the statement to be filed. See Section 176.006(a-1),Local Government Code. A vendor commits an offense if the vendor knowingly violates Section 176.006,Local Government Code.An offense under this section is a misdemeanor. ?.I Name of vendor who has a business relationship with local governmental entity. J Check this box if you are filing an update to a previously filed questionnaire.(The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.) A Name of local government officer about whom the information is being disclosed. Name of Officer Al Describe each employment or other business relationship with the local government officer,or a family member of the officer,as described by Section 176.003(a)(2)(A).Also describe any family relationship with the local government officer. Complete subparts A and B for each employment or business relationship described.Attach additional pages to this Foim CIO as necessary. A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income, other than investment income,from the vendor? nYes n No B. Is the vendor receiving or likely to receive taxable income,other than investment income,from or at the direction of the local government officer or a family member of the officer AND the taxable income is not received from the local governmental entity? nYes n No J Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or other business entity with respect to which the local government officer serves as an officer or director,or holds an ownership interest of one percent or more. nl�l Check this box if the vendor has given the local government officer or afamiy member of the officer one or more gifts f I as described in Section 176.003(a)(2)(B),excluding gifts described in Section 176.003(a-1). Signature of vendor doing business with the governmental entity Date Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/30/2015 Page 18 of 21 CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity Acomplete copy of Chapter 176 of the Local Government Code may be found at http://www.statutes.legis.state.tx.us/ Docs/LG/htm/LG.176.htm.For easy reference,below are some of the sections cited on this form. Local Government Code§176.001(1-a):°Business relationship"means a connection between two or more parties based on commercial activity of one of the parties. The term does not include a connection based on: (A) a transaction that is subject to rate or fee regulation by a federal,state,or local governmental entity or an agency of a federal,state,or local governmental entity; (B) a transaction conducted at a price and subject to terms available to the public;or (C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and that is subject to regular examination by,and reporting to,that agency. Local Government Code§176.003(a)(2)(A)and(B): (a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if: (2) the vendor: (A) has an employment or other business relationship with the local government officer or a family member of the officer that results in the officer or family member receiving taxable income, other than investment income, that exceeds$2,500 during the 12-month period preceding the date that the officer becomes aware that (i) a contract between the local governmental entity and vendor has been executed; or (ii) the local governmental entity is considering entering into a contract with the vendor; (B) has given to the local government officer or a family member of the officer one or more gifts that have an aggregate value of more than$100 in the 12-month period preceding the date the officer becomes aware that: (i) a contract between the local governmental entity and vendor has been executed;or (ii) the local governmental entity is considering entering into a contract with the vendor. Local Government Code§176.006(a)and(a-1) (a)Avendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship with a local governmental entity and: (1) has an employment or other business relationship with a local government officer of that local governmental entity,or a family member of the officer,described by Section 176.003(a)(2)(A); (2) has given a local government officer of that local governmental entity,or a family member of the officer,one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B),excluding any gift described by Section 176.003(a-1);or (3) has a family relationship with a local government officer of that local governmental entity. (a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator not later than the seventh business day after the later of: (1) the date that the vendor: (A) begins discussions or negotiations to enter into a contract with the local governmental entity;or (B) submits to the local governmental entity an application,response to a request for proposals or bids,correspondence, or another writing related to a potential contract with the local governmental entity;or (2) the date the vendor becomes aware: (A) of an employment or other business relationship with a local government officer,or a family member of the officer,described by Subsection(a); (B) that the vendor has given one or more gifts described by Subsection(a);or (C) of a family relationship with a local government officer. Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1 1/3 012 0 1 5 Page 19 of 21 I APPENDIX D House Bill 89 Verification (Person name), the undersigned representative (hereafter referred to as "Representative") of (company or business name, hereafter referred to as "Business Entity"), being an adult over the age of eighteen (18) years of age, after being duly sworn by the undersigned notary, do hereby depose and affirm the following: 1. That Representative is authorized to execute this verification on behalf of Business Entity; 2. That Business Entity does not boycott Israel and will not boycott Israel during the term of any contract that will be entered into between Business Entity and the City of Port Arthur; and 3. That Representative understands that the term "boycott Israel" is defined by Texas Government Code Section 2270.001 to mean refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations specifically with Israel, or with a person or entity doing business in Israel or in an Israeli-controlled territory, but does not include an action made for ordinary business purposes. SIGNATURE OF REPRESENTATIVE SUBSCRIBED AND SWORN TO BEFORE ME, the undersigned authority, on this day of , 20 Notary Public Page 20 of 21 APPENDIX E SB 252 CHAPTER 2252 CERTIFICATION I, ,the undersigned an representative of (Company or Business Name) being an adult over the age of eighteen (18) years of age, pursuant to Texas Government Code, Chapter 2252, Section 2252.152 and Section 2252.153,certify that the company named above is not listed on the website of the Comptroller of the State of Texas concerning the listing of companies that are identified under Section 806.051, Section 807.051 or Section 2253.153. I further certify that should the above-named company enter into a contract that is on said listing of companies on the website of the Comptroller of the State of Texas which do business with Iran, Sudan or any Foreign Terrorist Organization, I will immediately notify the City of Port Arthur Purchasing Department. Name of Company Representative(Print) Signature of Company Representative Date Page 21 of 21 ci -CITY OF PORT ARTHUR,TEXAS r,rt rthuu ADDENDUM NO. ONE (1) Texas August 1,2024 BID FOR: CONSULTANT TO PROVIDE SOLID WASTE MASTER PLAN The following clarifications, amendments, deletions, additions, revision and/or modifications are made a part of the contract documents and change the original documents only in the manner and to the extent hereinafter stated and shall be incorporated in the contract documents. Provisions of this addendum shall take precedence over requirements of the original contract documents and all BIDDERS ARE REQUESTED TO ACKNOWLEDGE SAID PROVISIONS IN THE SUBMISSION OF THEIR BID. Addendum as follows addressing questions asked 1. DEADLINE: Sealed Bid submittals must be received and time stamped by 3:00 p.m., Central Standard Time,Wednesday,August 14,2024. (The clock located in the City Secretary's office will be the official time.) All bids received will be read aloud at 3:15 p.m. on Wednesday, August 14, 2024 in the City Council Chambers, City Hall, 5th Floor, Port Arthur, TX. You are invited to attend. NOTE: ALL PAGES OF ADDENDA MUST BE SIGNED AND SUBMITTED WITH YOUR BID DOCUMENTS. /,_,I,, 0.)d&zilt e, Cli�!n Williams Purchasing Manager Signature of Proposer Date Company Vendor Name -CITY OF PORT ARTHUR,TEXAS ort Ftf� ADDENDUM NO. TWO (2) ,ems August 9,2024 BID FOR: CONSULTANT TO PROVIDE SOLID WASTE MASTER PLAN The following clarifications, amendments, deletions, additions,revision and/or modifications are made a part of the contract documents and change the original documents only in the manner and to the extent hereinafter stated and shall be incorporated in the contract documents. Provisions of this addendum shall take precedence over requirements of the original contract documents and all BIDDERS ARE REQUESTED TO ACKNOWLEDGE SAID PROVISIONS IN THE SUBMISSION OF THEIR BID. Below is an update to objective on page 4 Objectives Key objectives of the plan will be to define oppurtunity and understand current waste management conditions challenge and the systems in place. Using real and estimated data, identify the current state of waste generation and disposal in Port Arthur,and project future waste generation and disposal needs.Through this analysis,identify problems and deficiencies in the current system to address the disposal of residentially and commercially- generated municipal solid waste, and offer recommendations for improvements based on the data analysis and knowledge of solid waste trends and feasibility. NOTE: ALL PAGES OF ADDENDA MUST BE SIGNED AND SUBMITTED WITH YOUR BID DOCUMENTS. Clif n Williams Purchasing Manager Signature of Proposer Date Company Vendor Name PROPOSAL '' AUGUST 14, 2024 City of \'` SOLID WASTE urr rtltur�`� i<t,:, MASTER PLAN ,, ,.,. , _ _ , ,, 1„..„:„ •,,,,, i�� f .fir i , �� A�ti� _ . -, * _ , a ... ' .... L .in tF r iiIIl� . fl _-*:,-- r i ...t,l'i°:4 r :141,1Yir ill',.:: ;...C:1 ::".1':';',1',./t. 1:747.,;1,Clit7,7 7------,•47:—"J-1-7:07,4* — —------- --"''' - rlyy ,, :;, : : . '3 • +. --,.'.;ate ,• .r..-.- tea..- = r-004 •.,...• " �.,._ I• . " • " . a.' -t TABLE OF CONTENTS , =x ,_.,, Cover Letter 2 ( ''� Firm Overview 3 •- •", , ' , , x° Prior Experience and References 3 -----• " •* ' , 4"'% .. Project Team 8Ami. `" .al" ' Project Approach 10 j�Y ' Cost Proposal 19 Appendix A: Resumes .F Appendix B: Forms Prepared for: NewG e n City of Port Arthur 444 4th Street, 4th Floor Strategies & Solutions Port Arthur, TX 77640 www.newgenstrategies.net ©2024 NEWGEN STRATEGIES AND SOLUTIONS,LLC Docusign Envelope ID:7CFCFB02-806E-4AA1-8889-6660FDFF077B 8140 North Mopac Expressway NewGen Suite 1-240 Austin, TX 18159 Strategies & Solutions (512) 806-1113 August 14, 2024 City of Port Arthur City Secretary 444 4th Street,4th Floor Port Arthur,TX 77640 Subject: RFP—Consultant to Provide Solid Waste Master Plan Dear Evaluation Committee: NewGen Strategies and Solutions, LLC(NewGen) recognizes that the City of Port Arthur's (City)Solid Waste Division provides a high level of solid waste services to its community and is wisely taking steps to evaluate the operations and customer rates to ensure continued exemplary services with a sustainable rate structure. We are excited to potentially partner with the City to develop its first Solid Waste Master Plan (Master Plan)that will provide analysis of existing conditions,goals,and objectives with strategies,expenditure estimates,and revenue recommendations. NewGen's unique combination of expertise in solid waste master planning, operations evaluations and cost of service and rate design experience nationwide,and extensive experience in Texas, means we are uniquely qualified to provide these services to the City with our seamless team of solid waste operational and financial professionals. We are pleased to submit to you our proposal to perform this planning project for the City. Selecting the NewGen Project Team provides the City with the following benefits: Proven Track Record-Communities today are seeking solutions to maintain solid waste and recycling services, while facing tremendous pressures to improve or expand their programs, increase diversion, and maintain revenue sufficiency. We understand these concerns and have helped communities navigate through operational, financial, and environmental assessments to improve upon service performance, often times engaging stakeholders in the process. The Right Expertise - Our proposed Project Manager, Ms. Allison Trulock, has over 25 years of experience in strategic and master planning,stakeholder outreach,solid waste and recyclables collection options evaluations and efficiency studies, procurement assistance, financial feasibility analysis, and ordinance review and development for solid waste, recycling, and diversion programs. We appreciate the opportunity to work with the City of Port Arthur and believe our solid waste experience,success in helping clients obtain needed rate increases, and history of conducting these types of studies makes our Project Team the right one to help the City with this critical planning project. If you have any questions regarding our submittal, please feel free to contact me by phone (407) 247-2370 or email atrulock@newgenstrategies.net. Sincerely, NewGen Strategies and Solutions, LLC DocuSigned by: Ause. ThAtodc 64FC69420368417.. Allison Trulock, Managing Director—Solid Waste Practice NewGen Strategies and Solutions, LLC 2 CITY OF PORT ARTHUR SOLID WASTE MASTER PLAN FIRM OVERVIEW NewGen Strategies and Solutions, LLC (NewGen) is a management and economic NewGen consulting firm serving the utility industry and market. Established as a Limited Liability Strategies & Solutions Corporation in August 2012, NewGen primarily serves public sector utilities and provides nationally recognized expertise in utility cost of service and rate design studies,financial feasibility studies, strategic and master planning, municipalization efforts, depreciation and appraisal studies, litigation support for state and federal regulatory proceedings, utility financial planning, and stakeholder engagement for water,wastewater,stormwater,solid waste, electric and natural gas utilities. Our approach to comprehensive solid waste master plans, stakeholder outreach, operational reviews, cost of service and rate design studies, financial feasibility and Cr Financial market research studies, and procurement support services supports our clients' successful implementation, management, and monitoring of a portfolio of programs. i . We advocate a"triple bottom line" approach to evaluations and assessments. Finding Botttolm the right balance of environmental stewardship, social equity and acceptance, and Line 44. economic viability is paramount to realistic and implementable changes. We execute each assignment considering the triple bottom line of sustainability impacts as well as direct effects on the client, such as administrative complexity, social responsibility, legal/regulatory considerations, operational impacts,and financial considerations. PRIOR RELEVANT EXPERIENCE AND REFERENCES Our Project Team professionals have worked hard over the years to attract and maintain a diversified staff who are passionate about solid waste management. We have built our reputation by providing clients with solutions based on sound principles, economic feasibility, and innovative thinking without losing sight of budget and schedule considerations and constraints. We are proud of the long-standing relationships that we have developed with our clients. We encourage the City to contact the representative professional references listed below. These clients can speak to our ability to provide quality work and timely completion. Summaries with additional information regarding the work completed are provided below. Client Project Reference Contact Phone and Email City of Victoria,TX Solid Waste Commercial Collection Darryl Lesak,Director of (361)485-3230 Municipalization Feasibility Study and Environmental Services dlesak@victoriatx.org Procurement Assistance City of Mesquite,TX Solid Waste Master Plan Mark Kerby,Special Projects (972)216-6797 Director mkerby@cityofinesquite.com City of Stillwater,OK Solid Waste Assessment and Matt Faulkner,Waste (405)533-8439 Management Study(Master Plan) Management Director matt.faulkner@stillwater.org NewGen Strategies and Solutions, LLC 3 CITY OF PORTARTHUR SOLID WASTE MASTER PLAN City of Victoria, Texas Solid Waste Commercial Collection Municipalization Feasibility Study (2018) and Solid Waste Procurement Assistance (2021) November , d a to Ni determine In whether2018 it the wasCity feasibleof for theVictoriaretaine City to considerNewGen takingto overconduct thea commercialpro form frontanalysis load .4014,, solid waste collection services when the City's contract with Waste Management expires in VICTORIA October 2021. NewGen worked with City staff in forecasting potential revenues, as well as operating and capital costs associated with municipalizing the front load collection services. NewGen forecasted these costs over a three-year period to show the potential impact the front load operations would have on the City's general fund transfers, operating reserves, and capital reserves. NewGen's financial analysis supported the decision that the City consider the municipalization of the commercial front load collection services. Based on NewGen's report and presentation to the City Council, it was decided to put the services out to bid via an RFP to determine if any private operators could provide the services for a lower cost than the City. After NewGen completed the Municipalization Feasibility Study, the City retained NewGen in 2021 to assist in crafting an RFP. The purpose of the RFP is to determine whether there are any private operators that could potentially provide the front load commercial collection services at a lesser price than the City. As part of crafting the RFP,there are five services which the City is putting out to bid: • Commercial front load refuse collection service • Commercial front load recycling collection service • Commercial roll-off collection service • Operation of the City's recycling staging facility • Operation of an HHW program for the City's residents In addition to developing the draft RFP, associated forms and contractual agreement, NewGen assisted in conducting the pre-bid meeting,evaluating the proposals and scoring the cost proposals. City of Stillwater, Oklahoma Solid Waste Assessment and Management Study, and Cost of Service Study (2020, 2024) NewGen was retained by the City of Stillwater in April 2019 to conduct a comprehensive review of the City's solid waste collection services, as well as the contractual agreements for the delivery of its solid waste and recyclables to privately operated facilities(landfill and processing facility, respectively). A key initial r '— - -' priority was for the City to evaluate its options with regard to the .+► processing of its recyclables. The NewGen Project Team, in = . . conjunction with its engineering subcontractor, Parkhill, evaluated -: several options including the direct hauling of recyclables to either , '` Tulsa or Oklahoma City. Other options included the evaluation of building a recycling staging facility that would allow for the long hauling of recyclables to either Tulsa or Oklahoma City. Additional scenarios reviewed were evaluating the construction of a baling facility and citizen collection center at the recycling staging facility, as well as the construction and operation of a transfer station capable of handling both recyclables and municipal solid waste on a regional basis. 4 NewGen Strategies and Solutions, LLC CITY OF PORTARTHUR SOLID WASTE MASTER PLAN The Project Team's recommendations and Solid Waste Management Plan were provided to the City Council in June 2020. Additional efforts related to the Solid Waste Assessment included an evaluation of current collection practices for residential and commercial customers, an evaluation of long-term landfill options, and the facilitation of citizen input regarding recycling in the City through a Citizen Recycling Task Force (a total of nine Task Force meetings). In May 2019,the City also asked NewGen to conduct a cost of service study on a parallel track with the Solid Waste Assessment and Management Study. "The final product was more than I could have asked for. I was very impressed with everyone throughout the process. Everyone was very nice and easy to speak to. I personally learned a lot throughout the project. I would be happy to recommend NewGen Strategies to anyone." -Mr. Chris Knight, Former Waste Management Director,City of Stillwater NewGen was contacted in late May 2024 and informed that we have been selected to update the cost of service study and conduct a feasibility study to determine the feasibility of converting from commercial rear load to front load commercial collection. City of Mesquite, Texas Solid Waste Master Plan (2021) Mesquite operates its own Solid Waste Division with sixty-five staff members and collects residential trash twice weekly using manual MESQuTE collection rear loaders. All residential trash is processed through the SOLIDWASTE +fie City's transfer station using 75-cubic yard transfer trailers, which i; 385el) R transport solid waste to the Skyline Landfill in Ferris,Texas,operated i by Waste Management. The Solid Waste Division also collects _- residential recycling once weekly and averages approximately 2,200Y tons of residential recycling annually. The Solid Waste Division collects brush and yard waste weekly and operates one of the largest compost facilities in the state. In order to manage the solid waste generated from projected growth in the City and the North Texas region, the City set out to develop a master plan to ensure that the material handling and resource recovery of the solid waste collected in all sectors—residential, industrial, commercial and institutional—is done in a logical, manageable, and cost-efficient manner that takes into account the City's sustainability needs over the next 20 years. In April 2020, the City retained NewGen to assist with the planning process. It is the City's goal that the Solid Waste Master Plan will also serve as a business planning document that identifies financial and regulatory requirements, establishes short- and long-term financing options, and projects capital expenditures and facility requirements, as well as program efficiencies and enhancements for the coming two decades. The NewGen efforts to assist in developing a Solid Waste Master Plan included examining ways to improve efficiencies of service and recommend alternatives and options for practical, cost-effective waste management solutions for the City's future solid waste program. This plan included short-term (1-5 years), mid-term (5-10 years)and long-term(10-20 years)options and recommendations. Specific tasks that NewGen performed included developing a baseline understanding of the current system including route observations and collection system assessment and other field work;conducting an assessment of needs and opportunities to develop a list of potential options to consider for changes to the system in the future; evaluating the potential options for change using the triple bottom line of sustainability as a guide for evaluations to consider the environmental, social and economic impacts of potential changes to the system;conducting customer surveys for residential and commercial sectors as well as stakeholder workshops to receive feedback from the users of the City's system; and identifying the best options to include in the Solid Waste Master Plan. Additionally, the Project Team assisted the City in identifying a potential location for a transfer station as well as estimating the probable capital and operating costs. Since that analysis, the City has purchased the property. It is NewGen Strategies and Solutions, LLC 5 CITY OF PORTARTHUR SOLID WASTE MASTER PLAN envisioned,a transfer station as well as a vehicle staging facility for other public works operations will be co-located at this site. Additional acreage was purchased with this multi-use in mind. Another major component of NewGen's efforts included a Cost of Service, Financial Plan, and Enterprise Fund analysis, which was conducted concurrently with the rest of the planning effort. The Cost of Service was used to first determine the financial health of the current system. The Financial Plan was used to evaluate anticipated financial impacts of the potential changes to the system. Lastly, the Enterprise Fund analysis evaluated the possibility of changing the system funding from the General Fund to an Enterprise Fund. The Plan was completed in August 2021. A key component of the Plan was the evaluation of whether the City should consider municipalizing its commercial collection operations (front load and roll off). After a detailed analysis by NewGen, the City Council voted to municipalize commercial collection operations. NewGen assisted the City during the next 18 months with the conversion to a City operated commercial collection operation. Effective February 1, 2024, the City took over commercial collection from Republic Services, Inc. Additional Experience In addition to the reference projects listed above, we have provided a sampling of additional projects below with strategic and master planning,cost of service and financial analysis,feasibility studies,collection efficiency,facilities assessments, and/or stakeholder engagement scope elements conducted by members of the Project Team in the last five years. N M CC rn C N C CC •V N U a' a' . C G LL Tc E to' U D V d C N y W y W a V) C H i` N R V Client State Project Title , ,� 0 as Avondale,City of AZ Collection Efficiency Study ✓ ✓ Pheonix,City of AZ Solid Waste Cost of Service and Rate Design Study ✓ Tucson,City of AZ 3-Year Financial Plan ✓ Norwalk,City of CT Solid Waste Strategic Plan and Procurement Assistance ✓ ✓ ✓ ✓ ✓ Macon-Bibb County GA Solid Waste Management Plan Update ✓ Milton,City of GA Recycling and Solid Waste Management Plan ✓ ✓ ✓ ✓ Baton Rouge,City of LA Waste to Energy Feasibility Analysis ✓ Springfield,City of MO Solid Waste,Water and Wastewater and Cost of Service ✓ and Rate Design Study Greensboro,City of NC Solid Waste System Feasibility Study ✓ ✓ ✓ ✓ ✓ ✓ Albuquerque,City of NM Material Recovery Facility Feasibility Study,Procurement ✓ Assistance,Contract Negotiations Assistance. Las Cruces,City of NM Solid Waste Cost of Service and Rate Design Study ✓ Santa Fe Solid Waste NM Solid Waste Cost of Service and Rate Design Study ✓ Management Agency Sante Fe Environmental NM Solid Waste Cost of Service and Rate Design Study ✓ Services 6 NewGen Strategies and Solutions, LLC CITY OF PORTARTHUR SOLID WASTE MASTER PLAN q) N N � a C t0 C N a, C E V N N a_ LL C C1 T H N N C U 7 N � W N W is V) _ V N N %a tl1 N Client State Project Title N 8 it 8 L South Central Solid NM Solid Waste Cost of Service and Rate Design Study ✓ Waste Authority Solid Waste Authority of OH HHW and Convenience Center Evaluation ✓ ✓ ✓ Central Ohio(SWACO) Bartlesville,City of OK Solid Waste Questionnaire ✓ Horry County Solid SC Solid Waste Authority Solid Waste Management Plan ✓ ✓ V V Waste Authority Horry County Solid SC Solid Waste Management Plan Update ✓ ✓ V ✓ Waste Authority Abilene,City of TX Solid Waste Cost of Service and Rate Design Study ✓ Austin,City of TX Zero Waste Plan Update ✓ ✓ V Canyon,City of TX Solid Waste Cost of Service and Rate Design Study ✓ Cleburne,City of TX Solid Waste Reuse Management and Operations Study ✓ ✓ V V Garland,City of TX Landfill Cost of Service Analysis ✓ Georgetown, City of TX Solid Waste Cost of Service and Rate Design Study ✓ Grand Prairie,City of TX Solid Waste Cost of Service and Rate Design Study ✓ Houston,City of TX Integrated Solid Waste Master Plan,Commercial ✓ V ✓ ✓ ✓ Recycling Implementation Assistance Irving,City of TX Solid Waste Cost of Service and Rate Design Study ✓ Lake Jackson,City of TX Evaluation of Recycling Options ✓ ✓ ✓ Laredo,City of TX Solid Waste Master Plan and Cost of Service Study ✓ ✓ ✓ ✓ V Lubbock,City of TX Municipal Solid Waste System Assessment ✓ ✓ V ✓ Mansfield,City of TX Cart Feasibility Study ✓ North Central Texas TX Organics Gap Analysis ✓ V V Council of Governments Rio Grande Council of TX Regional Solid Waste Management Plan V V ✓ Governments Tyler, City of TX Landfill Municipalization Study ✓ ✓ ✓ Waco,City of TX Transfer Station Feasibility Study, Hauling Analysis,Cost ✓ ✓ V of Service Study, 10-Year Financial Plan Weatherford,City of TX Recycling Workshop ✓ Weatherford,City of TX Solid Waste Cost of Service and Rate Design Study ✓ NewGen Strategies and Solutions, LLC 7 CITY OF PORT ARTHUR SOLID WASTE MASTER PLAN PROJECT TEAM Our Project Team members provide thorough, well researched operational and technical analyses, financial, and management consulting services to public sector solid waste organizations to solve today's public sector challenges as well as aid in long range strategic planning. NewGen evaluates the needs of each project and responds by assembling a Project Team of knowledgeable professionals who are uniquely qualified to provide the services needed. The Project Team includes widely recognized solid waste, diversion, and recycling experts as well as communications and outreach experts that possess a unique knowledge of municipal solid waste resources and industry trends as well as best practices in the areas of solid waste, diversion, and outreach. The organizational chart depicts the lines of communication and responsibilities for this engagement. Short bios of the key Project Team members are provided below with examples of key team members' relevant experience. Brief resumes are included in Appendix A. 42)City of /J) ort rthq�— Texas Project Manager/ Planning Lead DaveYanke AllisonTmkxk Financial Lead Seth Cunningham alleig, Data Engineer/GIS Savanna Page Carl Anderson Sidney Johnson Allison Trulock, Managing Director — Solid Waste Practice PROJECT ROLE: Project Manager/ Planning Lead EXPERIENCE 25+years EDUCATION BS Political Science and Economics,Florida State University CERTIFICATION Certified Practitioner in Zero Waste Principles and Practices AFFILIATIONS SWANA Board of Directors Technical Divisions Representative Advisory Board Representative of SWANA's Sustainable Materials Management Technical Division Past Director of SWANA's Collection and Transfer Technical Division American Public Works Association(APWA)Solid Waste Management Knowledge Team Member Ms. Allison Trulock has more than 25 years of experience in the solid waste industry, specializing in financial analyses, solid waste and recyclables collection options evaluations and efficiency studies, strategic and master planning,stakeholder outreach,procurement assistance,and ordinance review and development.She was awarded SWANA's Collection and Transfer Distinguished Individual Achievement Award (2021). Ms.Trulock recently completed solid waste master plans that included operational reviews as well as cost of service and rate design for Mesquite and Laredo, Texas as well as Stillwater, Oklahoma. She assisted the City of Victoria, Texas with a procurement covering multiple solid waste services. She also recently completed collection operational reviews for the Cities of Cleburne and Alton, Texas; and the City of Avondale, Arizona that resulted in strategies for significant operational cost savings. 8 NewGen Strategies and Solutions, LLC CITY OF PORT ARTHUR SOLID WASTE MASTER PLAN Dave Yanke, President PROJECT ROLE:QA/QC Advisor EXPERIENCE 30+ ears '-e r Y EDUCATION MBA,Finance,Texas A&M University -c- BBA,University of Wisconsin AFFILIATIONS President of the Texas Commission on Environmental Quality(TCEQ)Municipal Solid Waste Management and Resource Recovery Advisory Council Past Vice Chair of the State of Texas Alliance for Recycling(STAR) Mr. Dave Yanke has over 30 years of experience assisting solid waste, water, and wastewater utilities. He has conducted cost of service and rate design studies, financial feasibility studies, valuation studies, waste stream forecasts, life cycle cost analyses, operations reviews, and municipalization analyses for solid waste utilities. Mr. Yanke regularly presents at industry conferences and has extensive experience providing presentations regarding the establishment of water,wastewater,and solid waste rates, both in a contested venue(administrative hearings) as well as to boards of directors, city commissions, and city councils. His expertise lies in the ability to convey complex information in a straightforward manner so the clients (i.e.,senior management,elected officials,citizens, etc.) understand the issues and drivers for change. Mr. Yanke completed solid waste master plans that included operational reviews as well as cost of service and rate design for Mesquite and Laredo, Texas as well as Stillwater, Oklahoma. He has assisted the City of Victoria,Texas with multiple solid waste related projects. Seth Cunningham, PE, Principal PROJECT ROLE: Financial Lead EXPERIENCE 25+years EDUCATION MBA,University of Texas at Austin BME,Texas A&M University-College Station CERTIFICATION Registered Professional Engineer in Texas LEED Certified Mr. Seth Cunningham is an experienced Project Manager for financial and operational consulting engagements across the United States, particularly in Texas and the Southwest. Holding both business and engineering degrees, Mr. Cunningham navigates challenges faced by technical and financial teams to provide creative, yet fiscally responsible, solutions. Mr. Cunningham has over 25 years of engineering and consulting experience, including significant experience in the municipal solid waste and water/wastewater industries. He is a registered Professional Engineer in Texas and a LEED Accredited Professional. Savanna Page, Senior Consultant PROJECT ROLE: Lead Analyst • � 1 EXPERIENCE 3 years EDUCATION MS,Ecological Economics,University of Edinburgh BS,Economics,University of Texas at Dallas IfirCERTIFICATION LEED Certified ' Ms. Savanna Page joined NewGen as a full-time analyst in February of 2021. She assists on cost of service and rate design projects, with an emphasis on data driven analytics. Ms. Page has a B.S. in Economics from the University of Texas at Dallas and an M.S. in Ecological Economics from the University of Edinburgh. While at the University of Edinburgh, she completed her thesis entitled "Investigating the Attitude-Behavior Gap Present in American's Consumption of Single-Use Plastics." Prior to joining NewGen, Ms. Page served as the Sustainability NewGen Strategies and Solutions, LLC 9 CITY OF PORT ARTHUR SOLID WASTE MASTER PLAN Coordinator for Live Nation Concerts, in Dallas, and successfully implemented a Sustainable Business Plan that increased waste diversion from 15%to 49%within the first year. Ms. Page is currently working on (or has worked on) water, wastewater and/or solid waste cost of service and rate design studies for the cities of Borger, Canyon, Denton,Lake Jackson, Laredo,Pflugerville,Sugar Land,and Waco,Texas.She also worked on the Laredo,Texas solid waste master plan and was instrumental in both the collection system analysis as well as the cost of service elements of the planning effort. Cari Anderson, Consultant PROJECT ROLE:Analyst EXPERIENCE 1 year to, EDUCATION BS,Mathematics,University of Texas at Dallas Ms. Cari Anderson joined NewGen in December 2022 as a consultant, providing financial analysis supporting water, sewer, and solid waste cost of service and rate design projects. Ms.Anderson graduated in 2021 with a B.S. in Mathematics with a specialization in Statistics from The University of Texas at Dallas. Ms. Anderson performs cost of service and rate design studies for water, sewer, and solid waste organizations to assist them in understanding the financial situations of their utility. She has or is currently working on projects for Bryan and Dalhart, Texas; Phoenix, Arizona; Sandoval County, New Mexico and Ada County, Idaho. Sidney Johnson, Data Engineer PROJECT ROLE: Data Engineer/GIS 4 EXPERIENCE 5 year EDUCATION BS,Computer Science,Colorado School of Mines M 4 Ms. Sidney Johnson is a Data Engineer and assists with research and development related to analysis, data management, and model innovation within NewGen's Strategic Analytics group. She works directly with project managers and clients to diagnose issues and collaboratively design programmatic solutions. Ms. Johnson has a B.S. in Computer Science with a focus on Data Science. She is well versed in various analytics technologies, including GIS. She is experienced in managing and visualizing geospatial data, as well as performing geospatial analysis such as transformation, optimization and classification. She is ; currently directing staff on the use of GIS to classify parcel data based on aerial imagery for a stormwater fee billing engagement. She is currently working with Ms. Trulock on a data management effort for Pinellas County, Florida related to commercial food waste generators. PROJECT APPROACH Project Understanding We understand that the City of Port Arthur (City) seeks to develop its first Solid Waste Master Plan (Master Plan) that will provide analysis of existing conditions, goals, and objectives with strategies, expenditure estimates, and revenue recommendations. As you will see in our Scope of Services below, our approach is designed to evaluate and analyze the Solid Waste Division's operations and financial health, address and/or identify critical short-term and long-term needs, provide key information for stakeholders and City policy makers to provide direction on critical program decisions,and develop a plan that provides the City guidance for successful, long-term solid waste operations. With approximately 56,000 residents,the City's Solid Waste Division maintains a comprehensive solid waste system providing important services to the residents and businesses of the City. It is important to better understand waste 10 NewGen Strategies and Solutions, LLC CITY OF PORT ARTHUR SOLID WASTE MASTER PLAN generation,transport,and disposal within the City.Lifestyles and waste management conditions and programs have evolved and changed over time requiring a solid waste management planning analysis that will examine today's waste environment in the City of Port Arthur and project the trends that may influence future practices. Key objectives of the plan will be to assess the opportunities and challenges of the waste management systems in place and provide a roadmap to the future of solid waste management in the City. Using real and estimated data, we will identify the current state of waste generation and disposal in Port Arthur, and project future waste generation and disposal needs. Through this analysis, we will identify problems and deficiencies in the current system to address the disposal of residentially and commercially generated municipal solid waste and offer recommendations for improvements based on the data analysis and knowledge of solid waste trends and feasibility. Project Methodology & Approach We believe effective master planning requires a comprehensive approach with a detailed action plan to achieve short and long-term solid waste system needs and goals. While no two communities are identical, our general approach to master planning includes the following five basic steps, and we recommend stakeholder engagement throughout the planning process. Oi-0 m BASELINE IDENTIFY EVALUATE IDENTIFY DEVELOP UNDERSTANDING POTENTIAL CHANGES POTENTIAL CHANGES BEST OPTIONS IMPLEMENTATION PLAN A holistic view of Identify needs, Consider Share findings and A realistic and the system sets the opportunities,and environmental, decide what makes comprehensive stage for the potential strategies social,and sense for the plan to achieve the planning process economic impacts community set objectives • • STAKEHOLDER OUTREACH• • Specific tasks associated with each of these steps are included in the Scope of Services detailed below. Scope of Services STEP 1 — Baseline Understanding Task 1.1 Project Management/ Project Communication Initial Data Request Shortly after notice to proceed,the Project Team will prepare and provide a written data request for the City. Efforts in this task may also include brief questionnaires and/or interviews with others in the Solid Waste Division and other related departments/divisions as deemed appropriate. We envision reviewing existing comprehensive plans that may have been developed by other City departments to understand the City's goals and objectives related to waste management, waste reduction, climate resilience, sustainability, and city planning and development, along with reviewing previous and existing studies, programs, and data related to waste management and waste reduction. Kick-off Meeting The Project Team will then facilitate a project kick-off meeting (virtually, using Microsoft Teams or similar technology) with the City's Solid Waste Division staff to gather the necessary data, formalize the lines of communication between the Project Team and appropriate City personnel, coordinate the project schedule and ensure that the project objectives are clearly defined and understood by all parties. We will use this meeting to review the project scope,schedule,goals,and objectives and formalize management and communication protocols to ensure the timely delivery of data and quality deliverables. We will also discuss, at a high level, the logistics of the field work described in Task 1.4 and the communications and outreach efforts described in Task 1.2. NewGen Strategies and Solutions, LLC 11 CITY OF PORTARTHUR SOLID WASTE MASTER PLAN Ongoing Project Management and Communication At the heart of every successful engagement lies effective project management. It is the guiding force to ensure projects are successfully executed, goals are achieved, and resources are utilized optimally. We kick off every assignment by meeting with City staff to review the scope, schedule, goals, and objectives and formalize management and communications protocols to ensure the timely and successful delivery of the project scope. Ongoing coordination and collaboration with City staff throughout the entire effort ensures we are effectively managing multiple tasks. While the Project Team can bring new ideas and solutions based on our substantial experience,we will need to leverage the staffs knowledge of local conditions and practices to successfully analyze and provide effective outreach tools and policy recommendations, meeting the City's needs. City staff and key Project Team member engagement will play a central role in the project management process —from the initial kick-off meeting through the duration of the project,we will listen to your issues and needs,receive and synthesize feedback,share our expertise and experiences,and jointly strategize solutions that best meet the City's objectives for the effort. Bi-Weekly Progress Calls In addition to the kick-off meeting, NewGen will set up and lead virtual bi-weekly meetings with the City to provide updates and ensure that the project stays on schedule and within budget. Ongoing coordination and collaboration with City staff throughout the entire effort ensures we are effectively managing multiple tasks. Monthly Progress Meetings The Project Team will facilitate and conduct virtual monthly progress meetings with the City's project team to review work progress, open action items, project schedule, and planned near term work. We will distribute an agenda and take and distribute meeting minutes for each of the monthly progress meetings. Project Team Workshops We envision conducting workshops with the City's project team, described in more detail in Task 1.2 below. For each workshop,the Project Team will develop the presentation materials and agenda, and will take and distribute meeting minutes. Task 1.2 Develop Communications Plan for Stakeholder Engagement The Project Team will develop a communications plan to be implemented throughout the planning process to guide stakeholder engagement and outreach anticipated throughout the planning process. Implementing a Communications Plan at the beginning of the planning process builds community support through thoughtful engagement and leverages the City's resources, in a purposeful and meaningful way. The Project Team will prepare and provide an outline of a Communications Plan followed by a discussion with appropriate City personnel at one of the bi-weekly or monthly meetings, which may include a Public Information Officer and/or other City staff from the City's Communications Department, to finalize the outline to ensure we capture available tools and resources in the Communications Plan and determine roles and responsibilities for conducting stakeholder outreach. Once the outline has been agreed upon, the Project Team will prepare and deliver a draft Communications Plan and facilitate conference calls with City personnel, as determined necessary, to finalize the Communications Plan. It is anticipated that some stakeholder outreach will occur in the initial stages of the planning process and additional outreach will occur after completing future tasks to receive more feedback on specific areas of interest. The Communications Plan will also identify coordination needed and by whom to facilitate information sharing on the City's website and potentially social media accounts. The Project Team recommends the City consider efforts such as customer surveys, an advisory committee, and ultimately public workshops prior to finalizing the solid waste master plan. Generally,we recommend the following and have budgeted for these efforts: Online customer surveys to gauge opinions of current services and potential future services during Task 1.4. 12 NewGen Strategies and Solutions, LLC CITY OF PORTARTHUR SOLID WASTE MASTER PLAN • An advisory committee made up of representatives from a diverse group of stakeholders including single family, and multifamily households (perhaps identified through Homeowners Associations), solid waste industry representatives that could engage in the City's system, and other leaders in diversion and recycling, as appropriate. The advisory committee would be brought into workshops at key points throughout the planning process, including: - Task 1.4: Baseline Solid Waste System -to share their views on the current system and goals for the future of waste diversion and recycling in Port Arthur. - Task 2.2: Goals and Objectives Workshop - to share results of evaluations of options and obtain feedback on which options best reflect the community's goals and objectives. - Task 4.1: Strategies Workshop - to share results of the development of short-, mid- and long-term strategies developed in Task 3.1 and obtain feedback on the best strategies to include in the solid waste master plan. • Two Council meetings, as directed by City staff, during the planning process; and one Council meeting presentation at the completion of the planning process as described in Task 5.1. Task 1.3 Current Cost of Service Analysis Dashboard Model Example We recommend conducting a comprehensive fiscal analysis, at the start of this planning process, including a review of current services and tipping fees to help establish a baseline. The Project Team will . begin by conducting a thorough review of plans, - ° policies, studies, and data sets relevant to the City's solid waste system. This task will provide a clear � . understanding of the City's solid waste programs' "' current operational and fiscal circumstances. This will ^ provide not only an initial indication of system needs but also begin determining the resources available to address these needs and begin to identify potential - . opportunities. Throughout the Study, the Project Team will identify short, mid, and long-term needs of the City,and identify potential approaches/strategies for policies, programs, and infrastructure to be considered to address needs and take advantage of opportunities. Establishing this baseline cost of service analysis will identify factors that could influence the City's decisions moving into the future and will be used to compare potential costs of potential future strategies as part of Task 3.1 and 4.3. The overall cost of service analysis of the solid waste system will include the following tasks: • Data Gathering • Current Cost of Service Analysis • 5-Year Revenue Requirement Forecast ■ Forecasted Cost of Service Analysis • Revenue Stream Analysis and Rate Development ■ Benchmark Comparisons This task will begin with a review of Port Arthur's current financial data as it relates to the City's solid waste system. Overall, this task will determine your revenue requirement to meet your operating and maintenance costs; debt service expenses;any working capital requirements and cash capital expenditures. NewGen Strategies and Solutions, LLC 13 CITY OF PORT ARTHUR SOLID WASTE MASTER PLAN As part of the analysis, the Project Team will develop a dynamic financial model. This model will serve as a mechanism for the financial analysis and other analyses conducted as part of this engagement to aid in determining the fiscal impacts on the solid waste system of potential operational or policy changes in tasks 3.1 and 4.3. Based on the financial analysis, the Project Team will be able to provide sound recommendations for sustainable operations and financial performance. Task 1.4 Baseline the Solid Waste System Collection Services The Project Team will conduct an operational review of the solid waste system including collection operations as well as potential equipment management, replacement, and maintenance related costs. During this task, we will conduct an evaluation of the current routes, including identifying route size, and operating and capital costs. It is envisioned that two(2) Project Team members will spend five(5) days in the field during this critical task. To ensure an accurate and thorough review of the current collection services, it is essential that the Project Team review data provided by the City as well as spend time in the field observing the current collection routes and conducting "ride-alongs". We will develop a baseline for your current collection operations that identifies length of routes, number of pick-up points on each route, amount of time spent on each route by your collection vehicles (including the turn-around time for disposal and any downtime for employee breaks),fueling,etc. We will request your current maintenance records for vehicle downtime as well as current staffing levels/configuration, average salaries, fuel costs and equipment costs. An operational model will be developed to show the baseline of the current collection route metrics, operations, labor, and capital, which will also be used for comparing alternatives in future tasks. In addition,the Project Team will address equipment costs,which includes capital and operating and maintenance costs, and the schedule required to replace critical assets to ensure the financial and operational integrity of the City's solid waste operations for both short and long-term sustainability. The Project Team will provide an assessment of equipment maintenance policies and procedures identifying any deficiencies or optimization opportunities as well as evaluate the policy on equipment replacement from a life-cycle cost analysis perspective. An assessment of the rolling stock equipment and facilities' funding needs will be conducted during this task to ensure sufficient revenue recovery to keep these assets in good working condition and expand the service, as necessary. This will be a key component within the development of the cost of service study (Task 1.3). We will work closely with City staff to establish the appropriate reserve funds and examine the planned method of financing (e.g., cash,debt,grants)for future capital needs. The findings of the collection operations assessments will be summarized in a memorandum to be reviewed by City staff prior to finalizing.We will also document education and outreach initiatives the City currently conducts related to the solid waste system as part of this Task 1.4. Waste Composition and Generation Forecast To accomplish the goal of understanding what is in the waste stream and project the amount of materials to be managed throughout the planning period, the Project Team will conduct a desktop exercise using recently completed composition studies. There have been several detailed composition studies performed in recent years. These studies show some variances in waste composition; however,the differences are typically seen as immaterial and have not affected changes in facility design or collection strategies. The Project Team will analyze existing solid waste composition data from recently completed composition field audits conducted to develop estimates of the types of materials found in the waste stream. For forecasting future population growth and projecting waste quantities, the Project Team will reference information available from the City's Planning Department, and other demographic forecasts readily available. The Project Team will project the waste stream for the next twenty years using population growth estimates and 14 NewGen Strategies and Solutions, LLC CITY OF PORT ARTHUR SOLID WASTE MASTER PLAN composition data,which will assist in identifying potential strategies for waste minimization and diversion in future tasks. These efforts will be summarized in a technical memorandum. STEP 2 — Identify Potential Changes Task 2.1 Needs and Opportunities Assessment and Identification of Potential Options Building upon the results of Tasks 1.3 and 1.4,the Project Team will develop a Needs and Opportunities technical memorandum that summarizes the key findings, needs, and opportunities identified throughout Step 1: Baseline Understanding efforts. The technical memorandum will include each facet of the solid waste system including generation, collection, processing, and disposal. The memo will also include potential strategies to address the needs and opportunities identified, which will serve as the foundation for potential strategies to be further evaluated in future tasks. It is anticipated to include key findings and potential options based on: Task 1.3: Cost of Service Analysis Task 1.4: Baseline Solid Waste System The Project Team will facilitate discussions with City personnel to review the draft and finalize the Needs and Opportunities technical memorandum. Task 2.2 Goals and Objectives Workshop Once the baseline of the solid waste system has been completed (Tasks 1.3 and 1.4),the needs,opportunities, and potential options for the system have been identified (Task 2.1),the Project Team will facilitate a virtual Goals and Objectives Workshop with appropriate City personnel, and potentially the advisory committee convened for this planning process, if the City elects to convene an advisory committee. The purpose of the workshop will be to present the findings to date and lead a discussion to determine realistic and sustainable goals and objectives for the future of solid waste management in Port Arthur, which could include diversion goals, other environmental goals,financial goals, and operational/administrative goals. The workshop will include a discussion on metrics by which potential options should be measured,anticipated to include financial,environmental, and social impacts of importance to the City, and may include developing of a ranking procedure for further evaluations of the potential options. Potential options identified in Task 2.1 will be reviewed, and City personnel (and potentially advisory committee) will have the opportunity to refine the list (add/edit/delete) of potential options. The workshop will result in the framework by which the remaining tasks will be conducted to ensure a solid waste master plan that reflects community. STEP 3 — Evaluate Potential Changes Task 3.1 Develop Short-, Mid-, and Long-term Plans for Collection, Processing, and Disposal Building on the operational model developed as part of Task 1.4 to baseline the collection system,the Project Team will identify and model alternatives to the current collection system. The alternatives may include route re- balancing(optimization), changes in frequency, changes in days of collection, and/or changes in services provided. The analysis of the City's collection system will be undertaken to determine opportunities to improve the level of service and reduce costs.The Project Team will benchmark the City's collection program against other comparable cities. The benchmark analysis will evaluate frequency of collection;types of collection service provided; recycling services and recovery rates;yard waste and bulk collection;and other services as appropriate. The benchmark will also evaluate collection fees. After completion of the benchmarking, specific alternatives to the current collection program will be discussed with City personnel to determine which alternatives seem most appropriate for Port Arthur and will at a minimum consider efficiency measures. The alternatives will be incorporated into the operational model developed in Task 1.4 to provide a side-by-side comparison of the alternative to the current operations. Once the preferred scenarios for collection services have been determined,the Project Team will refine NewGen Strategies and Solutions, LLC 15 CITY OF PORT ARTHUR SOLID WASTE MASTER PLAN and optimize routes utilizing Geographic Information System (GIS) software and applying concepts of geospatial analysis to rebalance routes as needed. The Project Team has a dedicated group of experienced GIS professionals to assist with this aspect of route optimization. For each of the potential strategies for the future of Port Arthur solid waste system,the Project Team will evaluate the environmental, social, and financial impacts as well as direct effects on the City, such as administrative complexity, legal/regulatory considerations, operational impacts, and financial considerations. Education and outreach recommendations will also be included for potential changes impacting customers. This Task will include discussions with City personnel periodically throughout the efforts, and the efforts will be summarized in a Potential Strategies technical memorandum. STEP 4 — Identify Best Options Task 4.1 Strategies Workshop The Project Team will facilitate an in-person Strategies Workshop with appropriate City staff and potentially the advisory committee. This Workshop will serve as an opportunity to review as a group the technical memoranda developed in Tasks 3.1 in order to identify the best options to include in the solid waste master plan. The workshop will allow for a group discussion about the potential strategies being considered. It will also serve to confirm the timing of implementation of these strategies(i.e.,short, mid,or long-term). It is anticipated that this workshop will include discussions on anticipated implementation activities, responsible parties, timing of implementation activities, potential monitoring activities and measuring the success of the respective strategy to be considered. This Strategy Workshop will result in an outline and basic framework for the solid waste master plan. Task 4.2 Ordinance Review and Recommended Revisions Following final decisions on short listed strategies to be included in the solid waste master plan,the Project Team will review the City's current relevant solid waste ordinance chapters and provide recommendations on ordinance revisions and/or ordinance development that may be necessary based on anticipated changes in policies, programs or services. The Project Team will review and revise or draft relevant sections in the City Code of Ordinances.The Project Team will prepare drafts, using the track changes feature in Word to make suggested revisions easily identifiable to City staff, anticipated to address final rate/fee schedule, level and provision of services, and enforcement mechanisms. The Project Team will work closely with the City and their Attorneys to finalize the ordinance chapters. It is important to note that members of the Project Team are not attorneys, and final legal review of suggested ordinance language is the responsibility of the City. Task 4.3 Develop the Rate Recommendations and Capital Improvement Plans Building on the cost of service model developed in Task 1.3, the Project Team will develop a financial plan that forecasts the operating and capital costs associated with each of the strategies recommended to be implemented, which may be organized into different scenarios of potential fee structures. The timing for the implementation of each of the strategies decided upon will be incorporated in a timeline to assist in visualizing the strategy coming "online". The Project Team has found that a timeline listing each strategy and showing when it is being phased-in assists the City staff in visualizing the timing of any vehicle purchases, construction, start-up, and operating costs for each strategy,and how it relates with the other strategies to be phased in over the planning period is oftentimes beneficial. Finally, the Project Team will forecast the overall impact of the strategies on the City's current solid waste and recycling programs and determine at a "high-level" the overall impact on the Solid Waste Division budget and the corresponding impact on rates. 16 NewGen Strategies and Solutions, LLC CITY OF PORT ARTHUR SOLID WASTE MASTER PLAN STEP 5 — Develop Implementation Plan Task 5.1 Develop the Comprehensive Solid Waste Master Plan (Plan) including Implementation Plan The Project Team recommends the development of a concise and aesthetically Example:City of Mesquite,TX pleasing summary of the planning efforts to be used as the "public-facing" Plan. If Solid Waste Master Plan the City agrees with this approach, we will work with the City to determine the appropriate level of detail (anticipated to be very high-level summaries)to include SOLID MESQUITE in the public-facing Plan and will use Adobe InDesign and Illustrator, or similar WASTE program(s),to develop the easy-to-read plan summary. We have found that having MASTER such a document available allows the general public and elected officials a greater ' PAN understanding of the current system and its future goals without the need for an in- depth technical understanding. We also recommend making final technical part'°" memoranda described in the previous tasks available on the City's website along z, y yr with the public-facing Plan for those readers who prefer to explore more details on a certain topics. The public-facing Plan would reference technical memoranda, and « _. - provide links to the technical memoranda, as appropriate'. 4 et Regardless of whether the City prefers the"public-facing"approach to the Plan or if the City prefers a more detailed Plan document,the Project Team will begin the Plan development by providing City staff with an outline of the Plan sections to be included. We will facilitate discussion with City staff to finalize the outline, which will serve as the table of contents of the document, and to determine the degree of detail to include in each section. As each section is developed,we will submit the completed sections to the City for review to expedite the document completion. Once a final draft of the document is completed, we will work with the City to receive input for revisions to the draft and finalize the document. The final chapter of the Plan will be the implementation plan itself. This section will identify the activities required to implement each of the recommended strategies,the responsible party(ies)to accomplish the respective activity, and the timing of those activities. Once the Plan is finalized, the Project Team will develop a clear and concise PowerPoint presentation to describe the planning process and the final Plan elements that can be presented to appropriate committees and the City Council as directed by City staff. The Project Team will develop draft materials and facilitate discussions with City staff to finalize the presentation materials and will present the final Plan to the City Council. Our goal in working with the City is to develop a living solid waste master plan,one that does not just sit on a shelf. We recommend undertaking periodic reviews to allow for changes in market drivers, waste generation rates and other key factors that affect the overall waste system to be accounted for and modifications/adjustments to the implementation program to be made. This, coupled with regular reporting on progress on the implementation of plan recommendations, provides the greatest benefit to the City from this critical planning exercise. To allow City staff to regularly update the master plan after the Study is completed, we will provide to the City the working files (Word, Excel, PowerPoint, etc.), including any charts, graphics, tables, public meeting handouts, presentations and notes created throughout the course of the development of the master plan. We will ultimately deliver twelve color copies of the final Plan, as requested in the RFP. 'This approach was used for the Pinellas County Solid Waste Master Plan,which can be found on the County website: https://pinellas.gov/solid-waste-master-plan/.The Mesquite,TX and Stillwater,OK master plans used a similar approach. NewGen Strategies and Solutions, LLC 17 CITY OF PORTARTHUR SOLID WASTE MASTER PLAN Timeline We understand the City desires to complete the Plan within 9 months and are committed to meeting that deadline. The Project Team will be ready to commence work immediately upon notice to proceed.Timing of the project(and key deliverable due dates)will be discussed in detail at the kick-off meeting to ensure complete satisfaction on the part of the City. As previously mentioned, we will set up bi-weekly progress calls and monthly progress meetings with City staff to ensure the project stays on track and within budget. Our estimated timeline for completing the Master Plan is provided below. City of Port Arthur Solid Waste Master Plan Proposed Timeline Month 1 Month 2 Month 3 Month 1 Month 5 Month 6 Month 7 Month 6 Month 9 Step 1:Baseline Understanding 1.1 Project Management f Project Communication i 1.2 Develop Communications Plan for Stakeholder Engagement 1.3 Current Cost of Service Analysis 1.4 Baseline the Solid Waste System 1 Step 2:Indentify Potential Changes to the System 2.1 Needs and Opportunities Assessment and Identification of Potential Options 2 2 Goals and Objectives'Workshop Step 3:Evaluate Potential Changes to the System 3 1 Develop Short-Mid-.and Long-term Plans for Collection Processing and Disposal Step 4.Indentify the Best Options 4 1 Goals and Objectives Workshop 4.2 Ordinance Review and Recommended Revisions 4.3 Develop the Rate Recommendations and Capital Improvement Plans Step 5:Develop the Solid Waste Master Plan including Implementation Plan 5.1 Develop the Comprehensive Solid Waste Master Plan 18 NewGen Strategies and Solutions, LLC CITY OF PORT ARTHUR SOLID WASTE MASTER PLAN COST PROPOSAL NewGen will complete the Scope of Work described above for a proposed budget of$208,070, based on the hourly billing rates and hours estimated by task,as well as anticipated out-of-pocket expenses (i.e.,travel), provided in the table below.All services provided by NewGen will be billed with a monthly invoice submitted for the stated services including a percentage completed by task summary. City of Port Arthur Solid Waste Master Plan Proposed Budget g s u ` L a c c DI o Personnel s o' Y t .E , a o t gg c �a _ d O f- A c� 3 a *,' a 7 �„ • x- c y c Total Hours Total Cost a s o c Z in -, U 'r a 3" by Task by Task Para,e+n.Gar S290 $370 $285 $185 $170 $200 $130 Step 1:Baseline Understanding 1 1 Project Management Project Communication 16 2 16 4 8 0 0 46 S 12,040 1 2 Develop Communications Plan for Stakeholder Engagement 8 0 4 4 8 0 20 44 $ 8.160 1.3 Current Cost of Service Analysis 4 2 30 40 120 0 0 196 5 38,250 1 4 Baseline the Solid Waste System 60 0 12 20 80 0 2 174 S 38,380 Step 2:Indentify Potential Changes to the System 2 1 Needs and Opportunities Assessment and Identification of Potential Options 12 2 12 16 40 0 1 83 S 17.530 2 2 Goals and Objectives Workshop 12 0 4 4 12 0 1 33 S 7,530 Step 3:Evaluate Potential Changes to the System 3 1 Develop Short- Mid- and Long-term Plans for Collection 20 3 20 40 24 2 126 $ 27,060 Processing and Disposal Step 4:Indentify the Best Options 4.1 Strategies Workshop 12 0 4 4 12 0 2 34 $ 7,660 4 2 Ordinance Review and Recommended Revisions 0 ? 16 0 0 32 $ 7,320 4 3 Develop the Rate Recommendations and Capital Improvement Plans 16 8 24 0 2 54 S 11,700 Step 5:Develop the Solid Waste Master Plan including Implementation Plan 5 1 Develop the Comprehensive Solid Waste Master Plan 1 15 16 3, 106 S 20,940 _ 1 -,,;,, ,.i, 'CM! 170 8 142 136 384 28 60 928 S 196,570 Out-of-Pocket Expenses S 11,500 Grand Total 5 208,070 NewGen Strategies and Solutions, LLC 19 I NewGen Strategies & Solutions fig -14 ... . w�rwa riww. _.."��a �• "t .. ..K� .. • • 1•;r. , r— st -_. ...�,....�..•age - r _ M • yr ' 4 APPEN DIX A RESUMES ALLISON TRU LOCK Managing Director-Solid Waste Practice Ms.Allison Trulock has over 25 years of experience in the solid waste industry, specializing in strategic and master planning, stakeholder outreach,solid waste z . and recyclables collection options evaluations and efficiency studies, procurement assistance,financial feasibility analysis,and ordinance review and development. Ms. Trulock joined NewGen in February 2017. Before joining CONTACT NewGen, she worked at HDR for nearly ten years, where she was HDR's 2875 S.Orange Ave.,Suite 500-1905 Integrated Waste Planning National Practice Lead at the time of her departure. Orlando, FL 32806 Prior to that,she worked at R.W. Beck for 11 years. atrulock@newgenstrategies.net www.newgenstrategies.net EDUCATION RELEVANT EXPERIENCE Bachelor of Science in Political Science Strategic and Master Planning Experience and Economics, Florida State University Ms. Trulock has developed many solid waste master and management plans, PROFESSIONAL REGISTRATIONS/ often utilizing the stakeholder techniques described below. A long-term plan CERTIFICATIONS/COMMITTEES provides the community with a forward-thinking road map to meet its near-and Solid Waste Association of North long-term needs in the most economical means possible while considering other America(SWANA) International Board goals.Efforts in the development of these plans may include baseline efforts and Technical Divisions Director needs assessments to develop a clear understanding of current conditions; identification of potential alternative strategies, typically vetted through Certified Practitioner in Zero Waste stakeholder outreach;strategy evaluation considering the"triple bottom line"of Principles and Practices,SWANA and sustainability 2020 y (environmental, economic, social); and final plan development, including an implementation plan for the recommended strategies. Collection and Transfer Distinguished Implementation plans address the timing, activities, responsible parties, and Individual Achievement Award,SWANA, activity monitoring and measurement.Some of Ms.Trulock's strategic planning, 2021 solid waste master plan and solid waste management plan clients include: SWANA Sustainable Materials • City of Austin,TX • Hillsborough County, FL Management Technical Division, Advisory Board Representative and Past • City of Coral Springs, FL • Horry County SWA,SC Director • City of Houston,TX • Mecklenburg County, NC SWANA Collection and Transfer Technical Division,Past Director • City of Laredo,TX • Miami-Dade County, FL APWA Solid Waste Management • Macon-Bibb County,GA • North Central Texas Council of Knowledge Team Member • Governments(NCTCOG) City of Mesquite,TX KEY EXPERTISE • City of Milton,GA • Pinellas County,FL Strategic and Master Planning • Sarasota County, FL • City of Norwalk,CT y Stakeholder Outreach • Solid Waste Authority of Central • City of Stillwater,OK Collection Efficiency,Operational Review, Ohio(SWACO) and Options Evaluations Procurement Assistance Ordinance Review and Development Rate Studies and Financial Feasibility Analyses NewGen Strategies & Solutions Economics I Strategy I Stakeholders I Sustainability www.newgenstrategies.net ALLISON TRULOCK Managing Director-Solid Waste Practice Stakeholder Outreach Ms.Trulock has extensive experience using a variety of stakeholder outreach techniques. She firmly believes in the benefits of engaging stakeholders early and often throughout the project. Engaging the participants of a system or program while designing or changing the system or program enhances the community's buy-in and therefore increases the probability of success. Ms.Trulock is well versed in developing, executing, interpreting, and facilitating a wide range of stakeholder outreach techniques, often used in strategic and master planning efforts(see list of clients in the previous section), including: • Advisory/Steering Committee ■ Focus Group/Task Force • Surveys • Charrette • Public Meetings Collection Efficiency, Operational Review, and Options Evaluations Ms.Trulock has extensive experience in assisting clients with municipal collection systems, including evaluating their current collection system for efficiency and route balance, as well as considering options for changes to style or frequency in the collection system.Some of Ms.Trulock's collection services clients include: • City of Alton,TX • City of Coral Springs, FL • City of Muskogee, OK • City of Avondale,AZ • City of Grand Prairie,TX • City of Raleigh, NC • City of Bismarck, ND ■ City of Greensboro, NC • City of Sioux Falls,SD • City of Cleburne,TX • City of Lubbock,TX • City of Stillwater,OK • City of Concord, NC • City of Mansfield,TX • DeKalb County,GA Procurement Assistance Ms.Trulock has vast experience helping clients with franchised or contracted collection systems and contracting for processing or disposal capacity.She often assists clients throughout the Request for Proposals(RFP)process, including RFP document development, assistance with pre-proposal meetings and developing addenda, facilitating proposal evaluations, conducting cost evaluations, and assisting with contract negotiations and proposal evaluations, including cost evaluations.Some of Ms.Trulock's procurement assistance clients include: • Charlotte County, FL • City of Crystal River, FL • City of Victoria,TX • City of Albuquerque, NM • City of Fate,TX • City of White Settlement,TX • City of Allentown, PA • City of Margate,FL • Sandoval County,NM • City of Concord, NC • City of Norwalk,CT • Town of Southwest Ranches, FL • City of Coral Springs, FL • City of Tamarac, FL Ordinance Review and Development Ms.Trulock has assisted numerous clients with ordinance review and development efforts over the years.The efforts often coincide with changes to collection systems or other system changes. They typically include reviewing existing ordinance language, drafting revisions, and working with the client's legal counsel to finalize the revised language. Some of Ms.Trulock's ordinance review clients include: • Charlotte County, FL • City of Margate,FL • City of Stillwater,OK • City of Coral Springs, FL • City of Palm Coast, FL • Sarasota County, FL • City of Crystal River, FL Thoughtful Decision Making for Uncertain Times 2 ALLISON TRULOCK Managing Director-Solid Waste Practice Rate Study and Financial Feasibility Analyses Ms.Trulock has worked with several clients on various financial feasibility analyses. These projects range from rate studies determining required rate adjustments to accommodate system changes to working with clients to move from a general fund to an enterprise fund. Additionally, Ms. Trulock provides rate assistance to local government clients to determine if their private contractor rate adjustment request is reasonable and assists with negotiations. Some of Ms.Trulock's financial feasibility analysis clients include: • Charlotte County, FL ■ City of Raleigh, NC • Solid Waste Authority of • City of Laredo,TX ■ City of Stillwater,OK Central Ohio(SWACO) ■ York County,SC • City of Mesquite,TX • Horry County Solid Waste Authority,SC • City of Pompano Beach, FL PRESENTATIONS AND PANELS Ms.Trulock has given various industry presentations including: WASTECON, 2009/2014/2015/2016/2017 • Using Monitoring Data to Design a Sustainable Landfill Expansion(2017) • Aggressive Recycling Goals?Let's Strategize to Achieve Them!(2016) • Moderator:Implementing a Smart Fleet System for Optimal Adoption and Results(2016) • Moderator:Let's Make It Efficient(2015) • Moderator:Considerations in CNG Fleet Conversions:A Panel and Audience Discussion(2014) • Shades of Green-Maximizing the"Triple Bottom Line"Using Sustainable Return on Investment(2009) SOAR, 2021/2022 • National Recycling Strategy(2022) ` Moderator:Challenging Materials-How to Move the Needle and Divert More(2021) SWANAPalooza, 2018/2019 ■ Moderator:Contamination, You Got chocolate in my Peanut Butter(2019) ▪ Opening Ceremony Remarks(2018) Florida SWANA, 2016 • Reaching 75%Recycling Goal(Interactive Group Exercise) North Carolina SWANA, 2010/2012/2013/2017/2023 • Finding Efficiency and Managing Growth in Residential Collection Operations(2023) • Waste Reduction Task Force Facilitation(2017) • Alternative Funding:Covering the Cost of Doing the Right Thing(2013) • Community Consensus Through Charrettes:Optimizing the Outcome of Your Waste Management Planning Efforts(2012) • Empowering the Decision Making Process:A Concord, NC Case Study in Collection Efficiency(2010) NewGen Strategies and Solutions,LLC 3 ALLISON TRULOCK Managing Director-Solid Waste Practice Kentucky Bluegrass SWANA, 2021 • Solid Waste Strategic Planning TxSWANA, 2019 • Public Engagement Activities and Techniques Iowa Recycling and Solid Waste Management Conference, 2018 • Zero Waste:What's in a Name Recycle Florida Today (RFT) Annual Conference, 2011 • Finding the Right Shade of Green:What Does"Zero Waste"Mean for Your Community? Florida Water Environment Association (FWEA), 2008 • Shades of Green:Five Practical Questions that Lead to the Right Match for Your Community ARTICLES • "Solid Waste Collection:Managing the challenges and optimizing the opportunities,"APWA Reporter,March 2023 • "Alternative Funding: Cover the Cost of Doing the Right Thing,"Florida SWANA Talking Trash Newsletter,August 2012 • "Solid Waste Innovations,"Live Better eMagazine,January 2012 • "Collection and Sustainability-Achieving the Triple Bottom Line,"MSW Management Magazine,June 2011 • "Efficiency and cost effectiveness are the Names of the Game for solid waste collection programs," MSW Management Magazine,April 2009 • "Florida's 75% Recycling Goal and Zero Waste: Strategies for a Sustainable Future", Florida SWANA Talking Trash Newsletter,October 2009 Thoughtful Decision Making for Uncertain Times 4 } Dave Yanke President Mr. Dave Yanke brings over 30 years of financial consulting insight to his public sector water, wastewater, and solid waste clients. His experience includes conducting operational reviews, system valuations, feasibility and municipalization analyses,and cost of service and rate design studies for water, wastewater,and solid waste utilities.Having effectively guided numerous repeat CONTACT clients through various operational and financial challenges,Mr.Yanke serves as 8140 North Mopac Expy.,Suite 1-240 a trusted advisor in an ever-changing marketplace. Austin,TX 78759 dyanke@newgenstrategies.net RELEVANT EXPERIENCE www.newgenstrategies.net Municipal Solid Waste Experience EDUCATION Mr. Yanke has been actively involved in the municipal solid waste consulting Texas A&M University,College Station, arena since 1991. During that time, he has gained a national reputation regarding solid waste issues such as full cost accounting and environmental Master of Business Administration enforcement.Mr.Yanke's solid waste consulting experience covers a broad array University of Wisconsin, Madison, of practice areas for a multitude of clients,as listed below: Bachelor of Business Administration Cost of Service and Rate Design Studies ADVISORY COUNCILS&BOARDS • Abilene,TX • Las Cruces, NM President of the Texas Commission on • Adams County,WI ■ Little Rock,AR Environmental Quality(TCEQ)Municipal Solid Waste Management and Resource • Austin,TX • Lynchburg,VA Recovery Advisory Council • Bartlesville,OK • Nacogdoches,TX Served as Vice Chair on the State of • Bismarck, ND • Phoenix,AZ Texas Alliance for Recycling(STAR)Board • Borger,TX • Pima County,AZ of Directors,formerly Treasurer(2014- 2016) • Canyon,TX • Sandoval County, NM • Denton,TX ■ Santa Fe, NM KEY EXPERTISE • Edmond,OK • Santa Fe County, NM Cost of Service and Rate Design Studies • Estancia Valley Solid Waste • Santa Fe Solid Waste Feasibility Analyses Authority, NM Management Agency, NM Solid Waste Management Plans • Garland,TX ■ Scottsdale,AZ Operations Reviews • Georgetown,TX • South Central Solid Waste Procurement Assistance • Authority; Las Cruces, NM Grand Prairie,TX • Green River,WY • Superior,WI • Huntsville,TX • Temple,TX • Irving,TX • Tucson,AZ • York County,SC • Killeen,TX • Laredo,TX NewGen Strategies & Solutions Economics I Strategy I Stakeholders I Sustainability www.newgenstrategies.net DAVE YANKE President Financial and Economic Feasibility Studies • Albuquerque, NM • Dallas,TX • Phoenix,AZ • Arlington,TX • New Braunfels,TX • Temple,TX Solid Waste Management Plans and/or Operations Reviews • Austin,TX • Killeen,TX • Norman,OK • Bismarck, ND • Lubbock,TX • Santa Fe Solid Waste • Management Agency, NM • Douglas,AZ • Mesquite,TX ' Stillwater,OK • Garland,TX • Middle Rio Grande Development Council,TX • Tucson,AZ • Green River,WY • • Muskogee,OK Houston,TX • Irving,TX Procurement Efforts • Edmond, OK • Santa Fe County, NM • Victoria,TX • Fate,TX • Santa Fe Solid Waste Management Agency, NM • Fort Worth,TX • Superior,WI Little Rock,AR Other Types of Studies • Estancia Valley Solid Waste Authority, New • Waco,Texas-Public Awareness Materials Mexico-Asset Management Plan ■ Walker County,Texas-Countywide Collection • Grand Prairie,Texas- Franchise Fee Evaluation Program • Mesquite,Texas- Private Hauler Rate Increase • Developed"Municipal Solid Waste Services Full Review Cost Accounting"Workbook • Houston-Galveston Area Council,Texas- — Iowa Department of Natural Resources Municipal Solid Waste Generation&Diversion Forecast(2005 and 2017) — Texas Commission on Environmental Quality (formerly the Texas Natural Resource • Montgomery and Wharton Counties,Texas- Conservation Commission) Review of Illegal Dumping Issues — • Tucson,Arizona- Feasibility Analysis Concerning Wyoming Department of Environmental a Multi-family Recycling Program Quality • U.S. EPA-Retained to Attend a Full Cost Accounting Roundtable Discussion *Mr. Yanke s full resume Is available upon request. Thoughtful Decision Making for Uncertain Times 2 SETH CUNNINGHAM, P.E. Principal Consultant Mr. Seth Cunningham is an experienced Project Manager for financial and operational consulting engagements across the United States, particularly in Texas and the Southwest. Holding both business and engineering degrees, Mr.Cunningham navigates challenges faced by technical and financial teams to provide creative yet fiscally responsible solutions. Mr. Cunningham has over CONTACT 25 years of engineering and consulting experience, including significant 8140 North Mopac Expy.,Suite 1-240 experience in the municipal solid waste(MSW)and water/wastewater industries. Austin,TX 78759 He is a registered Professional Engineer in Texas and a LEED Accredited Professional. scunningham@newgenstrategies.net www.newgenstrategies.net RELEVANT EXPERIENCE EDUCATION Municipal Solid Waste Experience University of Texas at Austin Mr. Cunningham possesses a comprehensive understanding of the municipal Master of Business Administration solid waste industry. He has led financial, operational, planning, and Texas A&M University,College Station procurement projects for various facilities, including landfills, transfer stations, Bachelor of Mechanical Engineering composting operations, material recovery facilities, collection services (refuse, recycling, green waste, brush/bulky), and waste-to-energy plants. Below is an PROFESSIONAL CERTIFICATIONS overview of the clients for whom he has conducted these studies. Professional Engineer(TX) Cost of Service and Pate Design Studies Leadership in Energy and Environmental • Amarillo,TX • Fort Worth,TX Design(LEED)Accredited Professional • Bartlesville,OK • Garland,TX KEY EXPERTISE ■ Big Spring,TX • Lawrence, KS Cost of Service and Rate Design Studies • Billings, MT • Little Rock,AR Feasibility Analyses • Bozeman, MT • Lufkin,TX Solid Waste Management Plans • College Station,TX • Matanuska-Susitna Borough,AK Operations Reviews • Corpus Christi,TX • North Slope Borough,AK Procurement Assistance • Dallas,TX • Pima County,AZ • Denton,TX • Queen Creek,AZ • Denver,CO • Siloam Springs,AR • El Paso,TX • Tempe,AZ Financial and Economic Feasibility Studies • Austin,TX • Eastland County,TX • Dallas,TX • El Paso,TX • Del Rio,TX • Garland,TX • Denton,TX • Georgetown,TX • Denver,CO • North TX Municipal Water Dist. NewGen Strategies & Solutions Economics I Strategy I Stakeholders I Sustainability www.newgenstrategies.net SETH CUNNINGHAM, P.E. Principal Consultant Financial and Economic Feasibility Studies (continued) • Queen Creek,AZ • Sioux Falls,SD • Victoria,TX • Region 2000,VA • Solid Waste Auth.of Central Ohio • Yakima County,WA • San Antonio,TX • Tulsa,OK Solid Waste Management Plans and/or Operations Reviews • Austin,TX • Honolulu, HI • North Texas Municipal Water District • Cochise County,AZ • Houston-Galveston Area Council of Governments • Phoenix,AZ • Colorado Department of Public Health and Safety • Little Rock,AR • Region 2000,VA • Corpus Christi,TX • Lufkin,TX • Salina, KS • Dallas,TX • Matanuska-Susitna Borough,AK • San Antonio,TX • Denton,TX • McAllen,TX • Shreveport, LA • El Paso,TX ' North Central Texas Council of • The Pearl(San Antonio) • Garland,TX Governments • Victora,TX Procurement Efforts • Austin,TX • Edmond, OK • McAllen,TX • Bastrop,TX • Garland,TX • Olathe, KS • Coppell,TX • Lawrence, KS • Solid Waste Authority of • Dallas,TX • Little Rock,AR Central Ohio • Victoria,TX Other Types of Studies • American Forest&Paper Association-Analysis of ■ Glendale,AZ- Landfill Valuation Appliance Recycling • Goodyear,AZ-Collection Route Optimization • Association of Home Appliance Manufacturers - Mixed Waste Processing Economic and Policy • Keep Texas Beautiful - Return on Investment Study • Study • Austin,TX-Conceptual Design Single-Stream MRF San Antonio,TX-Single Stream MRF Conceptual Design • Capital Area Council of Governments - Market • Waukesha County and City of Milwaukee, WI - Development Study MRF Financial Audit • El Paso,TX-Landfill Valuation • Wisconsin Power&Light-Solar Installation • Garland,TX-Solid Waste Facility Master Plan Envision Certification(Solar Panel Recycling) *Mr.Cunningham's full resume is available upon request. Thoughtful Decision Making for Uncertain Times 2 T 4itrt. Savanna Page Senior Consultant t Ms.Savanna Page joined NewGen as a full-time analyst in February of 2021.She -3 "' assists on cost of service and rate design projects, emphasizing data-driven analytics.Ms. Page has a B.S.in Economics from the University of Texas at Dallas and an M.S. in Ecological Economics from the University of Edinburgh. CONTACT RELEVANT EXPERIENCE 8140 North Mopac Expy.,Ste. 1-240 Municipal Solid Waste Experience Austin,TX 78759 spage@newgenstrategies.net Cost of Service and Rate Design www.newgenstrategies.net Ms. Page is currently conducting solid waste cost of service analyses and rate design studies to assist organizations in understanding the financial situations EDUCATION of their utility. Rates are developed in support of clients' objectives and using Master of Science in Ecological best practices to protect the financial integrity of the operation. Her solid waste Economics, University of Edinburgh cost of service and rate design clients include: Bachelor of Science in Economics, • City of Bartlesville,OK • City of Plano,TX University of Texas at Dallas • City of Canyon,TX • City of Springfield, MO KEY EXPERTISE • City of Denton,TX • City of Tyler,TX Econometric Analysis • City of Irving,TX • City of Waco,TX Financial Modeling • City of Laredo,TX Feasibility Analyses LEED Certified • City of Lake Jackson,Texas- ■ City of Waco,Texas-Solid Evaluation of Recycling Options Waste Transfer Station Market Research Feasibility • City of Laredo,Texas-Solid Sustainability Waste Master Plan Water and Wastewater Experience Cost of Service and Rate Design Ms. Page is currently conducting water and wastewater cost of service analyses and rate design studies to assist organizations in understanding the financial situations of their utility.Rates are developed in support of clients'objectives and using best practices to protect the financial integrity of the operation. Her water and wastewater cost of service and rate design clients include: • City of Bartlesville, OK • City of Springfield, MO • City of Borger,TX • City of Sugarland,TX • City of Canyon,TX • Trinity Rural Water Supply Corporation,TX • City of Green River,WY • City of Pflugerville,TX NewGen Strategies & Solutions Economics I Strategy I Stakeholders I Sustainability www.newgenstrategies.net rSAVANNA PAGE Senior Consultant PRIOR REVELVANT EXPERIENCE Master's Thesis Investigating the Attitude-Behavior Gap Present in America's Consumption of Single-use Plastics • Designed and thoroughly researched a project investigating American attitudes and behaviors towards single-use plastic consumption. • Tracked 46 socio-economic indicators from 1500+respondents related to American consumption and waste activity. • Created regressions, charts, and visual aids using R to thoroughly analyze collected data and establish consumption,waste,and recycling trends. Live Nation Concerts: Amphitheater Division Sustainability Coordinator • Developed, closely monitored, and successfully implemented a Sustainable Business Plan that increased waste diversion from 15%to 49%within the first year,exceeding the first-year goal by 9%. • Collected, analyzed, and reported operational data to predict waste-stream trends and identify cost-saving procedures. • Conducted energy and water-use audits for the venue,negotiated new utility contracts,and refitted facilities with high-efficiency lighting and water sensors. Thoughtful Decision Making for Uncertain Times 2 CART ANDERSON ; Consultant sue`: ot Ms.Carl Anderson joined NewGen in December 2022 as a consultant, providing financial analysis supporting water,wastewater, and solid waste cost of service and rate design projects. Ms. Anderson graduated in 2021 with a B.S. in Mathematics with a specialization in Statistics from The University of Texas at Dallas. CONTACT 8140 North Mopac Expy.,Ste. 1-240 RELEVANT EXPERIENCE Austin,TX 78759 Solid Waste and Water Experience canderson@newgenstrategies.net www.newgenstrategies.net Cost of Service and Rate Design Ms. Anderson performs cost of service and rate design studies for water, EDUCATION wastewater, and solid waste organizations to assist them in understanding the Bachelor of Science in Mathematics, financial situations of their utility. Rates are developed in support of clients' University of Texas at Dallas objectives and using best practices to protect the financial integrity of the operation. Her cost of service and rate design clients include: KEY EXPERTISE • Ada County Landfill,ID • Newcastle,OK Benchmarking Research • Bryan,TX ■ Peoples Water Service of Budgeting and Forecasting • Buena Vista-Bethal Special Bastrop, LA Utility District,TX • Pflugerville,TX Cost of Service and Rate Design • Dalhart,TX • South Ellis County WSC,TX Data Organization • Mountain Peak Special Utility • Stillwater,OK Feasibility Analyses District,TX Impact Fee/Capital Recovery Fee Design Financial Modeling Ms.Anderson performs impact and capital recovery fee design studies for water and wastewater organizations to assist them in recovering funds to support new growth. Rates are developed following the necessary rules and regulations required for the entity. Her impact and capital recovery fee clients include: • Buena Vista-Bethal SUD,TX • Newcastle,OK Facilities Management Experience Cost Allocation and Benchmarking Study Ms.Anderson is conducting a cost allocation and benchmarking study to analyze their work order model and propose changes that will increase the system's effectiveness. Her facilities management clients include: • Phoenix,AZ Fire and EMS Service Experience Rural Fire Fee Study Ms. Anderson performs fee analysis and benchmarking studies for fire departments to assist them in understanding the financial needs associated with providing their service to their rural customers. Fees are developed to support clients'objectives to increase membership and revenue recovery. Her rural fire fee clients include: • Stillwater,TX NewGen Strategies & Solutions Economics I Strategy I Stakeholders I Sustainability www.newgenstrategies.net rr, Sidney Johnson Data Engineer Ms. Sidney Johnson joined the firm as a Data Engineer in May 2019 and assists with research and development related to analysis, data management, and model innovation. She works directly with project managers and clients to diagnose issues and collaboratively design programmatic solutions.Ms.Johnson has a B.S.in Computer Science,focusing on Data Science. CONTACT 8140 N Mopac Expy,Bldg. 1,Ste.240 RELEVANT EXPERIENCE Austin,Texas 78759 Data Management and Analysis sjohnson@newgenstrategies.net Ms. Johnson assists in implementing methods for extracting, ingesting, and www.newgenstrategies.net managing diverse datasets.She designs and optimizes automated,cloud-based EDUCATION processes and systems for the continual integration of operational and analytical data into various models. Bachelor of Science in Computer Science,Colorado School of Mines Ms.Johnson's data management and analysis projects include: KEY EXPERTISE • Fayetteville Public Works • Pinellas County, FL Commission, NC Big Data and Distributed Computing ' Silicon Valley Power,CA ■ Monterey Bay Community Data Pipeline Development Power,CA Data System Architecture Application Development Geospatial Analysis Ms.Johnson designs,implements,and maintains applications that facilitate user interaction with models and data resources across a variety of platforms. She Time Series Analysis has experience in full-stack web development, API development, and the Web and Software Development development of command-line tools.Application development projects include: • California Community Choice • Vermont Department of Public Association Service Data Warehousing Ms. Johnson works with clients to streamline and improve their data management, modeling,and analysis capabilities by implementing custom data warehouses. She identifies the core analytical needs of teams and reviews current data practices to incrementally build the data warehouse without disrupting existing systems. She develops infrastructure to monitor and alert to health events in the data warehouse,works with teams to develop models and dynamic reports using the data warehouse, and assists in managing security concerns such as access management and compliance. • Central Coast Community • Peninsula Clean Energy Energy NewGen Strategies & Solutions Economics I Strategy I Stakeholders I Sustainability www.newgenstrategies.net NewGen Strategies & Solutions pt Ailk' n m k it: a ,. <\ f + ry APPENDIX B FORMS Docusign Envelope ID:8AB281 FE-31A8-4712-8E42-80B368566480 APPENDIX A LETTER OF INTEREST RFP—CONSULTANT TO PROVIDE SOLID WASTE MASTER PLAN DEADLINE: AUGUST 7,2024 The undersigned firm submits the following information (this RFP submittal) in response to the Request for Proposals (as amended by any Addenda), issued by the City of Port Arthur, TX (City) to provide Solid Waste Master Plan. Enclosed, And By this reference incorporated herein and made a part of this RFP,are the following: ❖ Completed RFP Letter of Interest Form ❖ Completed Affidavit ❖ Completed Conflict of Interest Form ❖ Non-Collusion Affidavit House Bill 89 Verification ❖ SB 252 Chapter 2252 Certification Firm understands that the City is not bound to select any firm for the final pre-qualified list and may reject any responses submitted. Firm also understands that all costs and expenses incurred by it in preparing this RFP and participating in this process will be borne solely by the firm, and that the required materials to be submitted will become the property of the City and will not be returned. Firm agrees that the City will not be responsible for any errors, omissions, inaccuracies,or incomplete statements in this RFP. Firm accepts all terms of the RFP submittal process by signing this letter of interest and making the RFP submittal. This RFP shall be governed by and construed in all respects according to the laws of the State of Texas. NewGen Strategies and Solutions, LLC 8/12/2024 Firm Name I(—DocuSigned by: Date MiSek, "Nat. `---64Fc69420368417... Managing Director- Solid Waste Practice Authorized Signature Title Allison Trulock 407-247-2370 Name(please print) Telephone atrulock@newgenstrategies.net Email Page 15 of 21 Docusign Envelope ID:8AB281FE-31A8-4712-8E42-80B368566480 APPENDIX B NON-COLLUSION AFFIDAVIT CITY OF PORT ARTHUR § STATE OF TEXAS By the signature below, the signatory for the bidder certifies that neither he nor the firm, corporation, partnership or institution represented by the signatory or anyone acting for the firm bidding this project has violated the antitrust laws of this State, codified at Section 15.01, et seq., Texas Business and Commerce Code, or the Federal antitrust laws, nor communicated directly or indirectly the bid made to any competitor or any other person engaged in the same line of business, nor has the signatory or anyone acting for the firm, corporation or institution submitting a bid committed any other act of collusion related to the development and submission of this bid proposal. F_DocuSignad by: Signature: Q(,tiSok, five 64FC69420368417... Printed Name: Printed Name: Allison Trulock Title: Managing Director- Solid Waste Company: NewGen Strategies and Solutions, LLC Date: 8/12/2024 SUBSCRIBED and sworn to before me the undersigned authority by 12th the Augustof, 2024 on behalf of said bidder. No ry Public in and for the 0""" JENNIFER STOWE Sta a of Texas % Notary Public,State of Texas_'"' .4. -^�Comm.Expires 03-08-2027 My commission expires: 3 S o,,,It'A' Notary ID 131922259 Page 16 of 21 Docusign Envelope ID:8AB281FE-31A8-4712-8E42-80B368566480 APPENDIX C AFFIDAVIT All pages in Offeror's Responses containing statements, letters, etc., shall be signed by a duly authorized officer of the company whose signature is binding. The undersigned offers and agrees to one of the following: X I hereby certify that I do not have outstanding debts with the City of Port Arthur. I further agree to pay succeeding debts as they become due. I hereby certify that I do have outstanding debts with the City of Port Arthur and agree to pay said debts prior to execution of this agreement. I further agree to pay succeeding debts as they become due. I hereby certify that I do have outstanding debts with the City of Port Arthur and agree to enter into an agreement for the payment of said debts. I further agree to pay succeeding debts as they become due. NewGen Strategies and Solutions, LLC 8/12/2024 Firm Name Docuelgnedby: Date I IlWsotA, Th&L,cL ---64FC6942036e417 Managing Director - Solid Waste Practice Authorized Signature Title Allison Trulock 407-247-2370 Name(please print) Telephone atrulock@newgenstrategies.net Email STATE: Texas COUNTY: Travis SUBSCRIBED AND SWORN to before me by the above named Allison Trulock on this the 12th day of August 2024 . """'" JENNIFER STOWE :•;, _Notary Public, State of Texas N an Public =^'• Via.", Comm.Expires 03-08-2027 1 '" ,;;,„,os Notary ID 131922259 s: R -- IDAVIT AS PART OF THE BID PROPOSAL Page 17 of 21 Docusign Envelope ID:8AB281FE-31A8-4712-8E42-80B368566480 APPENDIX D CONFLICT OF INTEREST QUESTIONNAIRE FORM CIQ For vendor doing business with local governmental entity This questionnaire reflects changes made to the law by H.B.23,84th Leg.,Regular Session. OFFICE USE ONLY This questionnaire is being filed in accordance with Chapter 176,Local Government Code,by a vendor who Date Received has a business relationship as defined by Section 178.001(1-a)with a local governmental entity and the vendor meets requirements under Section 176.006(a). By law this questionnaire must be filed with the records administrator of the local governmental entity not later than the 7th business day after the date the vendor becomes aware of facts that require the statement to be filed. See Section 178.006(a-1),Local Government Code. A vendor commits an offense if the vendor knowingly violates Section 176.006,Local Government Code.An offense under this section is a misdemeanor. ?.I Name of vendor who has a business relationship with local governmental entity. J Check this box if filing are youupdate g an to a previously filed questionnaire.(The law requires that you file an updated completed questionnaire with the appropriate tiling authority not later than the 7th business day after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.) Name of local government officer about whom the information is being disclosed. Not Applicable Name of Officer J Describe each employment or other business relationship with the local government officer,or a family member of the officer,as described by Section 176.003(ax2)(A).Also describe any family relationship with the local government officer. Complete subparts A and B for each employment or business relationship described.Attach additional pages to this Form CIO as necessary. A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income, other than Investment income,from the vendor? Yes I No B. Is the vendor receiving or likely to receive taxable income,other than investment income,from or at the direction of the local government officer or a family member of the officer AND the taxable income is not received from the local governmental entity? J Yes No Al Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or other business entity with respect to which the local government officer serves as an officer or director,or holds an ownership Interest of one percent or more. el nCheck this box if the vendor has given the local government officer or a family member of the officer one or more gilts as described in Section 176.003(a)(2)(R),excluding gifts descrbed in Section 176.003(a-1). r---DocuSigned by: \--64FC69420366417_. 8/1 2/2O24 Signature of vendor doing business with the governmental entity Date Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1 t/30/2015 Page 18 of 21 Docusign Envelope ID:8AB281FE-31A8-4712-8E42-80B368566480 APPENDIX D House Bill 89 Verification I, Allison Trulock (Person name), the undersigned representative (hereafter referred to as "Representative") of NewGen Strategies and Solutions, LLC (company or business name, hereafter referred to as "Business Entity"), being an adult over the age of eighteen (18) years of age, after being duly sworn by the undersigned notary, do hereby depose and affirm the following: 1. That Representative is authorized to execute this verification on behalf of Business Entity; 2. That Business Entity does not boycott Israel and will not boycott Israel during the term of any contract that will be entered into between Business Entity and the City of Port Arthur; and 3. That Representative understands that the term "boycott Israel" is defined by Texas Government Code Section 2270.001 to mean refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations specifically with Israel, or with a person or entity doing business in Israel or in an Israeli-controlled territory, but does not include an action made for ordinary business purposes. p DocuSigned by: ALMA, T ALDGIC -84FC69420368417... SIGNATURE OF REPRESENTATIVE SUBSCRIBED AND SWORN TO BEFORE ME, the undersigned authority, on this 12th day of August 20 24 No ry PubliLc „,"''' JENNIFER STOWE Notary Public,State of Texas • Comm. Expires Aires 03-08-2027 ,„,„0 Notary ID 131922259 Page 20 of 21 Docusign Envelope ID:8AB281 FE-31A8-4712-8E42-80B368566480 APPENDIX E SB 252 CHAPTER 2252 CERTIFICATION I Allison Trulock , the undersigned an representative of NewGen Strategies and Solutions, LLC (Company or Business Name) being an adult over the age of eighteen (18) years of age, pursuant to Texas Government Code, Chapter 2252, Section 2252.152 and Section 2252.153, certify that the company named above is not listed on the website of the Comptroller of the State of Texas concerning the listing of companies that are identified under Section 806.051, Section 807.051 or Section 2253.153.I further certify that should the above-named company enter into a contract that is on said listing of companies on the website of the Comptroller of the State of Texas which do business with Iran, Sudan or any Foreign Terrorist Organization, I will immediately notify the City of Port Arthur Purchasing Department. Allison Trulock Name of Company Representative(Print) DocuSigned y: &saw Thdoci \—64FC6 94 2 03664 1 7... Signature of Company Representative 8/12/2024 Date Page 21 of 21 Docusign Envelope ID:8AB281 FE-31 A8-4712-8E42-80B368566480 Ittk rrn of -CITY OF PORT ARTHUR,TEXAS air rthu r"''^ ADDENDUM NO. TWO (2) Texas August 9,2024 BID FOR: CONSULTANT TO PROVIDE SOLID WASTE MASTER PLAN The following clarifications,amendments, deletions, additions,revision and/or modifications are made a part of the contract documents and change the original documents only in the manner and to the extent hereinafter stated and shall be incorporated in the contract documents. Provisions of this addendum shall take precedence over requirements of the original contract documents and all BIDDERS ARE REQUESTED TO ACKNOWLEDGE SAID PROVISIONS IN THE SUBMISSION OF THEIR BID. Below is an update to objective on page 4 Objectives Key objectives of the plan will be to define oppurtunity and understand current waste management conditions challenge and the systems in place. Using real and estimated data, identify the current state of waste generation and disposal in Port Arthur,and project future waste generation and disposal needs.Through this analysis,identify problems and deficiencies in the current system to address the disposal of residentially and commercially- generated municipal solid waste, and offer recommendations for improvements based on the data analysis and knowledge of solid waste trends and feasibility. NOTE: ALL PAGES OF ADDENDA MUST BE SIGNED AND SUBMITTED WITH YOUR BID DOCUMENTS. Climb Williams Purchasing Manager , Docu8iprwd by: 4".-64F069420368417... 8/12/2024 Signature of Proposer Date NewGen Strategies and Solutions,LLC Company Vendor Name Docusign Envelope ID:8AB281FE-31A8-4712-8E42-80B368566480 �51,1I c,r, -CITY OF PORT ARTHUR,TEXAS "4 0 V)Irt rrhr '-" ADDENDUM NO. ONE (1) Texas August 1,2024 BID FOR: CONSULTANT TO PROVIDE SOLID WASTE MASTER PLAN The following clarifications, amendments,deletions,additions,revision and/or modifications are made a part of the contract documents and change the original documents only in the manner and to the extent hereinafter stated and shall be incorporated in the contract documents. Provisions of this addendum shall take precedence over requirements of the original contract documents and all BIDDERS ARE REQUESTED TO ACKNOWLEDGE SAID PROVISIONS IN THE SUBMISSION OF THEIR BID. Addendum as follows addressing questions asked 1. DEADLINE: Sealed Bid submittals must be received and time stamped by 3:00 p.m., Central Standard Time, Wednesday,August 14,2024. (The clock located in the City Secretary's office will be the official time.) All bids received will be read aloud at 3:15 p.m. on Wednesday, August 14, 2024 in the City Council Chambers, City Hall, 5th Floor, Port Arthur, TX. You are invited to attend. NOTE: ALL PAGES OF ADDENDA MUST BE SIGNED AND SUBMITTED WITH YOUR BID DOCUMENTS. C 4 ii ll� cc� �ic Cli n Williams Purchasing Manager 1 —DocuSIgn.d by: &sots T itsk 8/12/2024 `--64 FC69420368417_. Signature of Proposer Date NewGen Strategies and Solutions,LLC Company Vendor Name NewGen Strategies & Solutions -� f' ii n , 1 .. - pig!i ir ii..11 :i:-.:‘) 1.1:.,4:•.i.,..1, ,;„:.1.,-,,,-„ —,.-_.-251... a p 23100 s • l 1 .....44 %._;ir;ss\--s.- : , .:. .. _ 0., : %Ns:..3.:;vt. O 8140 North Mopac Expressway,Suite 1-240 Q Austin,TX 78759 Email:atrulock@newgenstrategies.net (407)247-2370 www.newgenstrategies.net