AVAILABILITY OF PUBLIC RECORDS:
All public record to an open session item on this agenda, which are not exempt from disclosure pursuant to the California Public Records Act, that are distributed to a majority of the legislative body will be available for public inspection at the City Clerk’s Office, City Hall located at 333 90 th Street, Daly City, CA during normal business hours, at the same time that the public records are distributed or made available to the legislative body.
CITY OF DALY CITY
Regular Meeting - CITY COUNCIL
AGENDA
Monday, July 11, 2022 - 7:00 PM
COVID-19 ANNOUNCEMENT - PUBLIC MEETINGS
Pursuant to Government Code section 54953(e) et seq., members of the Daly City Council and staff will participate in this meeting via a teleconference. Members of the public are encouraged to watch the meeting via livestream on the City’s YouTube Channel at https://www.youtube.com/DalyCityVideoMeetings, the City’s agenda website at https://www.dalycity.org/agendas or on local Channel 27 (Comcast).
Public Participation:
There are two ways to submit public comment: (1) send written comments by 4:00 pm on meeting day and (2) join to speak at the meeting via Zoom.
To submit a comment in writing, please email [email protected] and write “Public Comment” in the subject line. In the body of the email, include the item number and/or title of the item as well as your comments. All comments received by 4:00 pm will be emailed to the City Council members prior to the meeting. Those comments received after 4:00 pm will be added to the record and shared with the City Council members following the public meeting. Comments are not read aloud into the record.
To speak at the meeting via Zoom, join at https://bit.ly/dalycityjul11zoom. Zoom will require an email address and name. The name entered will be visible online and will be used to notify you that it is your turn to speak.
You may also join by visiting https://zoom.us/join. Enter meeting ID: 847 9745 9263, then enter email address and name. The July 11, 2022 Regular City Council meeting may also be accessed via telephone by dialing +1 669 900 6833 (Local). Enter the meeting ID: 847 9745 9263, then press #.
When you would like to speak on an item during the public comment portion of the meeting, you will need to use the “raise hand” feature in Zoom. Public comment is limited to two (2) minutes maximum, and speakers may only comment once per item. You must familiarize yourself with Zoom prior to joining the meeting. The City will not be providing technical support.
If you do not wish to speak, the City requests that you watch the livestream of the meeting on the City’s YouTube Channel at https://www.youtube.com/DalyCityVideoMeetings, the City’s agenda website at https://www.dalycity.org/agendas or on local Channel 27 (Comcast).
Persons with disabilities who require auxiliary aids or services in attending or participating in this meeting should call the office of the City Clerk at 991-8078 as soon as possible.
Agenda – City Council
Monday, July 11, 2022
CALL TO ORDER:
PLEDGE TO THE FLAG:
ROLL CALL:
PRESENTATIONS:
1. DCPLA Grant from their annual St. Patrick’s Day Fund-the-Need event and a Gordon L. King Memorial Grant to the Daly City Public Library, Director Amie Haiz, Daly City Public Library Associates
APPROVAL OF MINUTES:
2. Regular Meeting of June 27, 2022
APPROVAL OF AGENDA:
CONSENT AGENDA
All items listed on the Consent Agenda are considered to be routine and may be approved by one roll call vote of the City Council. There shall be no separate discussion of the matters on the Consent Agenda unless requested by a member of the City Council. If discussion is required, that item will be removed from the Consent Agenda and will be considered separately at the end of the Agenda.
Resolutions:
3. Authorizing the City to Implement Teleconferenced Public Meetings Pursuant to Assembly Bill 361
4. Authorizing City Manager to Execute Amendment No. 2 to the Professional Services Agreement for the Mussel Rock 2019 Gabion Wall and Stormwater Maintenance Project
5. Authorizing City Manager to Execute a Professional Services Agreement for Project Management and Construction Support Services for the Margate Park Improvements Project
6. Authorizing Amendment to the Professional Services Agreement with WRECO for Permit Technician and Project Management Services
7. Authorizing the City Manager to Execute the San Mateo County Operational Area Building Safety Inspection Program Mutual Aid Agreement
8. Accepting and Appropriating Grant from County of San Mateo Aging and Adult Services for FY 2022-23 Congregate Nutrition Program
Agenda – City Council
Monday, July 11, 2022
9. Approving Proposed Revision to Police Captain Job Specification (Civil Service)
10. Accepting and Appropriating a $1,600 Grant from the State of California to Enhance Summer Programs for Youth
11. Accepting and Appropriating a $12,001 Grant from the Daly City Public Library Associates
12. Accepting and Appropriating Local Housing Allocation (PLHA) Funding
13. Authorizing City Manager to Execute a Professional Services Agreement for Advisory Services for Enterprise Resource Planning (ERP) Software Selection and Implementation
14. Accepting Edward Byrne Memorial Justice Assistance Grant (JAG) Program Grant Funds for Drug Detection Canine
15. Accepting and Appropriating CalRecycle SB 1383 Local Assistance Grant Program
Check Registers:
16. Check Registers for the Month of May 2022
17. Check Registers for the Month of June 2022
END OF CONSENT AGENDA
PUBLIC HEARINGS:
18. Proposed Increases in Service Charges, Fees and Fines for Various Services, Permits, Inspections, Charges, and Enforcement Costs
STAFF: Tim Nevin
RECOMMENDATION: Open/Close Hearing
Adopt Resolution by Roll Call Vote
19. Notice of Lien and Special Assessment to Rental Property STAFF: Tim Nevin
RECOMMENDATION: Open/Close Hearing
Adopt Resolution by Roll Call Vote
PUBLIC APPEARANCES/ORAL COMMUNICATIONS:
NOTE: Speakers are limited to two minutes, unless modified by the Mayor. The Council cannot take action on any matter raised under this item.
Agenda – City Council
Monday, July 11, 2022
APPOINTMENTS: Board/Commission Membership Committee Appointments
REPORTS:
20. Council Committee
a. Council Committee Meetings April 11 - July 11, 2022
21. City Council
22. Staff
ADJOURNMENT:
CITY OF DALY CITY
MINUTES – REGULAR MEETING - CITY COUNCIL
JUNE 27, 2022
--------------------------------
Note on Public Comments: For this meeting, members of the public were encouraged to watch the meeting via livestream and speak at the meeting via Zoom, and/or submit public comments via email to the City Clerk’s Office prior to the public meeting. Persons with disabilities who require auxiliary aids or services in attending or participating in this meeting were instructed to call the office of the City Clerk at 991-8078 prior to the meeting.
Visit https://www.youtube.com/c/DalyCityVideoMeetings to view videos of the City Council meetings
The meeting was called to order by Mayor Daus -Magbual at 7:04 P.M. by video conference call pursuant to Governor Gavin Newsom’s Executive Order N-29-20.
ROLL CALL: Councilmembers Present:
Roderick Daus-Magbual, Mayor
Raymond A. Buenaventura, Vice Mayor
Pamela DiGiovanni
Juslyn C. Manalo
Glenn R. Sylvester
Staff Present:
Stephen Stolte, Assistant City Manager
Rose L. Zimmerman, City Attorney
K. Annette Hipona, City Clerk
Staff Absent:
Shawnna Maltbie, City Manager
APPROVAL OF MINUTES:
Regular Meeting of June 13, 2022
It was moved by Councilmember Manalo, seconded by Councilmember DiGiovanni and carried to approve the minutes of June 13, 2022.
APPROVAL OF AGENDA:
It was moved by Councilmember Manalo, seconded by Vice Mayor Buenaventura and carried to approve the agenda.
CONSENT AGENDA:
It was moved by Councilmember Sylvester, seconded by Councilmember DiGiovanni and carried to approve the consent agenda.
Communications:
2022 March Qtr. Investment Report
CITY OF DALY CITY
MINUTES – REGULAR MEETING - CITY COUNCIL
JUNE 13, 2022
2 Resolutions:
Adopting Appropriations Limitation
Resolution 22-97, Establishing City's Appropriations Limitation For Fiscal Year 2022-2023
Accepting San Mateo County Narcotics Task Force State Seizure Funds for the Purchase of Promotional Items for Children
Resolution 22-98, Accepting San Mateo County Narcotics Task Force State Seizure Funds For Purchase Of Promotional Items For Children
Authorizing City Manager to Enter into Agreement with All City Management Services (ACM) for Crossing Guard Services at Jefferson Elementary School District (JESD) School Sites for School Year 22/23
Resolution 22-99, Authorizing Execution Of Cost Sharing Agreement With Jefferson Elementary School District To Provide Crossing Guard Services
Accepting and Appropriating Measure A Local Shuttle Program Funds for the Daly City Bayshore Shuttle and Authorizing First Amendment to the Funding Agreement
Resolution 22- 100, Accepting And Appropriating New Measure A Funds And Authorizing Execution Of First Amendment To The Funding Agreements For The Daly City Bayshore Shuttle
Authorizing Execution of Amendment No. 7 to Service Agreement for the Daly City Bayshore Shuttle
Resolution 22-101, Authorizing Execution Of Amendment No.7 To Service Agreement For The Daly City Bayshore Shuttle
Authorizing City Manager to Execute American Rescue Plan Act (ARPA) State and Local Fiscal Recovery Fund (SLFRF) Allocation Agreement for Legal Aid Society of San Mateo County
Resolution 22-102, Authorizing American Rescue Plan Act State And Local Fiscal Recovery Fund Allocation Agreement For Legal Aid Society Of San Mateo County
Authorizing the City Manager to Execute a Roadway Median and Public Right -of-Way Landscape Maintenance Services Agreement with Loral Landscaping, Inc., for FY-2023E and FY-2024E
Resolution 22- 103, Authorizing Execution Of A Roadway Median And Public Right Of Way Landscape Maintenance Services Agreement For FY22-23 And FY23-24
Authorizing City Manager to Execute a Professional Services Agreement for the Design of a New Potable Drinking Water Well at Reservoir 5B at Margate Street
Resolution 22-104, Authorizing Professional Services Agreement With Brown And Caldwell
CITY OF DALY CITY
MINUTES – REGULAR MEETING - CITY COUNCIL
JUNE 13, 2022
3 Accepting and Appropriating a $5,000 grant for FY 2022/23 from the County of San Mateo Office of Sustainability for Community Container Modernization and Standardization
Resolution 22-105, Accepting And Appropriating Grants Funds For FY 2022/23 From The County Of San Mateo Office Of Sustainability For Community Container Modernization And Standardization
END OF CONSENT AGENDA
COMMUNICATIONS:
Appeal of Staff Determination of Incompleteness Related to Zone Change ZC -09-21-015237 - Amendment to King Plaza Planned Development Zoning (PD47)
Planning Manager Michael Van Lonkhuysen presented the applicant’s (King Plaza Shopping Center) appeal of staff’s determination of incompleteness related to the subject zone change. In November 2021, staff deemed the application incomplete due in part to the lack of participation from Classic Bowl regarding the proposed amendments to the parking management program at the site. Mr. Van Lonkhuysen addressed questions on the determination of incompleteness, whether attempts were made by the applicant to communicate with owners of Classic Bowl, what steps still need to be taken by the applicant, and what the next steps are if the Council grants the appeal.
Janet Fogarty, representing King Plaza Shopping Center, requested an appeal to staff’s determination, reported their attempts to contact the owners of Classic Bowl , reported Classic Bowl ’s rejection of their proposals, and reported attempts at mediation.
John Fitzgerald, representing the owner of Classic Bowl , reported on an upcoming trial to determine the validity of an easement agreement for the shopping center and acknowledged their attempts to work with the applicant through mediation.
The following speakers expressed concern and requested assistance with the lack of parking for their customers at the subject site. According to the business owners, they have lost business due to people leaving the site after failed attempts at securing a parking space on the site’s lot.
Peter Kwok, Manila Market Brandon Lim, Ling Nam
Red Saideh, Laundromat owner
It was moved by Vice Mayor Buenaventura, seconded by Councilmember Manalo and carried by unanimous roll call vote to grant the appeal and adopt the following resolution:
Resolution 22- 106, Determining The Appeal Related To Zone Change Z C-09-21-015237 Amendment King Plaza PD 47
AWARD OF BIDS/CONTRACTS:
Appropriate Funds and Award Construction Contract for the 2020 -21 Serramonte Slurry Seal and Daly City Crosswalk Enhancement Project
Civil Engineer Alexander Yuen recommended accepting all bids, awarding a construction contract
CITY OF DALY CITY
MINUTES – REGULAR MEETING - CITY COUNCIL
JUNE 13, 2022
4 to VSS International, Inc. in the amount of $ 2,724,120, authorizing transfer of unexpected funds and appropriating Measure W funds to fully fund the project. Mr. Yuen addressed questions regarding the types of funds and/or grants that can be used for the project, whether there are bicycle lanes on Callan Blvd., and actions taken by the Public Works Department to notice parking restrictions during construction.
It was moved by Councilmember Sylvester, seconded by Councilmember DiGiovanni and carried by unanimous roll call vote to adopt the following resolution:
Resolution 22-107, Authorizing Execution Of Construction Contract With VSS International Inc.
Of West Sacramento, California
PUBLIC APPEARANCES/ORAL COMMUNICATIONS:
Judith Christensen, former Councilmember, voiced concern with people illegally placing campaign signs on public land and asked for the removal of these signs. Ms. Christensen referred to the location of the signs including those on Mission Street, across Westlake Shopping Center and the 280-freeway fence.
Jane Stahl, Warm Water Wellness Group, urged for the re-opening of the Mickelson warm water therapy pool located in the Peninsula which was closed by Sutter Health during the pandemic. Ms. Stahl asked the Council to join the other cities in the Peninsula and pass a resolution to re-open the therapy pool which had accommodated all abilities and was essential for wellness.
Call-In User1 asked for campaign signs to be taken down. Call -In User 1 stated an upcoming meeting taking place the following day was cancelled. Call-in User1 asked Councilmember(s) to leave the City and gave disparaging remarks.
APPOINTMENTS:
It was moved by Councilmember Manalo, seconded by Vice Mayor Buenaventura and carried to re-appoint Angela Logarta to the Library Board of Trustees.
REPORTS:
Council Committee
Office of Emergency Services (OES) (Sylvester)
Association of Bay Area Governments (ABAG) (Manalo)
Peninsula Clean Energy (PCE) (Daus-Magbual)
City Council
Councilmember Manalo reported on the Youth Empowerment Entrepreneurship & Employment (YEEE) program and its inaugural event at Daly City City Hall and thanked Mayor Daus-Magbual for providing the keynote speech. Councilmember Manalo thanked Bayshore Boardmember and alumni of Bayshore Elementary District Joy Gutierrez-Pilare who retired and highlighted her accomplishments.
Councilmember Manalo extended best wishes to Superintendent Audra Pittman and commended Ms.
Pittman’s leadership. Councilmember Manalo showed support for Seton nurses having a contract; she, along with Supervisor Canepa, joined their rally and commended their dedication. Councilmember
CITY OF DALY CITY
MINUTES – REGULAR MEETING - CITY COUNCIL
JUNE 13, 2022
5 Manalo attended the San Mateo County API Task Force to address the needs of the API community in the county and acknowledged Commissioner Liaiga-Anoa’i’s attendance. Councilmember Manalo was pleased to see staff commemorate Juneteenth as a national holiday; she supported the fight for inclusivity and equitable policies. Councilmember Manalo attended a rally for reproductive rights along with Diane Papan, Gina Papan and other county leaders to express the rights of women to have the choice over their bodies; she thanked the community and Supervisor Canepa for showing their support at Central Park during the rally.
Councilmember DiGiovanni reported attendance at the retirement of Joy Gutierrez-Pilare from Bayshore School District and commended Joy for her leadership with the Bayshore School.
Councilmember DiGiovanni acknowledged the retirement of Audra Pittman from the School District and commended Ms. Pittman on her leadership with Bayshore School. Councilmember DiGiovanni reported on the two-day strike by Seton nurses who are fighting for patient safety, for having more hospital supplies, and for having a contract with AHMC; she supported the nurses’ requests and questioned the practices of Seton; various elected officials came to speak at the rally.
Vice Mayor Buenaventura provided an update on the Alice Bulos memorial freeway signs which were installed over the weekend in honor of the late Ms. Bulos. Vice Mayor Buenaventura requested City Manager staff to facilitate a ceremony to have a grand reveal to be attended by the Council.
Mayor Daus-Magbual reinforced the importance of women’s reproductive rights referring to the overturned legislation on abortion. The Mayor reported on the YEEE program and thanked City Manager Maltbie, and City Manager staff- Mr. Stolte, Ms. Ramos, Ms. Padilla and Mr. Morrow, for making this possible; he supported having a space and a program for youth where they can receive education in training, workforce experience, and networking. Mayor Daus-Magbual acknowledged the Bay Area Mural (BAM) group for their Daly City mural; he acknowledged the Jefferson High School Art Club for their artistic contributions and Ms. Magbilang’s (DCPLA) attendance. The Mayor suggested having a flag-raising ceremony for the Juneteenth holiday sometime in the future.
Staff
Assistant City Manager Stephen Stolte acknowledged Vice Mayor Buenaventura’s request and confirmed staff is working to hold a ceremony for the Alice Bulos sign reveal.
ADJOURNMENT:
Mayor Daus-Magbual adjourned the meeting at 8:51 PM in memory of Margie Serrato, John Delucchi and Joey Camins.
Approved as submitted, this 11th
City Clerk
day of July , 2022.
Mayor
City Council Agenda ReportItem # _____
Considerati
Meeting Date: July 11, 2022
Subject: Adopt Resolution Authorizing the City to Implement Teleconferenced Public Meetings Pursuant to Assembly Bill 361
Recommended Action
Adopt a resolution authorizing continued remote teleconference public meetings by the City Council and all subordinate boards, commissions, and standing Committees of the City in accordance with Assembly Bill 361 for an additional Period of 30 Days.
Background
Since March of 2020 and because of the COVID-19 pandemic, the City Council of the City of Daly City, and all of its subordinate bodies, boards, commissions and subcommittees, have been meeting remotely pursuant to the Governor's Executive Order N-29-20, which suspended certain teleconference requirements of the Brown Act. On June 11, 2021, the Governor issued Executive Order N-08-21, which rescinds these suspensions effective September 30, 2021.
In recognition of the fact that the pandemic is ongoing, on September 16, 2021, the Governor signed AB 361, an urgency measure, which amends the Brown Act and authorizes teleconferenced public meetings under certain circumstances where the participation is from a remote location. AB 361 went into effect October 1, 2021 and expires on January 1, 2024. If the City Council desires to continue to meet remotely, it must comply with AB 361.
AB 361 applies to meetings during a state of emergency as declared by the Governor. There must also be either imposed or recommended measures to promote social distancing by state or local officials, or a finding by the legislative body that meeting in person would present imminent risks to the health or safety of attendees as a result of the emergency.
AB 361 includes additional requirements in the form of an initial authorizing resolution (effective for up to 30 days) and subsequent resolutions to extend the use of remote meetings for additional periods of 30 days thereafter. The bill included an urgency provision making the law immediately effective upon signature by the Governor.
Discussion
The City must comply with the provisions of the Brown Act implemented by AB 361 for remote meetings, or it must comply with the pre-COVID-19 requirements for remote meetings set forth in Government Code section 54953(b)(3).
AB 361 requires several procedural safeguards to protect public participation during a remote meeting, key ones of which are summarized as follows: The public must have the ability to address the legislative body directly and must be given information on how to address the body. The public must be provided either a call-in or internet-based service option. The body must stop the meeting if the call-in or internet-based option fails. The legislative body cannot require that public comments be submitted in advance (although this option can be provided). Speakers cannot be
Adopt Resolution Authorizing Remote City Council Meetings Under New State Brown Act Requirements (AB 361)
Meeting Date: July 11, 2022
required to pre-register (except as required by an independent call-in or internet platform).
Members of the public must be given a reasonable time to register to provide public comment.
Agencies that provide a timed public comment period shall not close the public comment period until that time period has expired.
On October 11, 2021, the City Council adopted Resolution No. 21-138, authorizing the continued remote teleconference public meetings by the City Council and all subordinate boards, commissions, and standing Committees in the City in accordance with AB 361. On November 8, 2021, the City Council adopted Resolution No. 21-50, authorizing the continued remote teleconference public meetings by the City Council and all subordinate boards, commission, and standing Committees in the City for an additional thirty (30) days. On December 13, 2021, the City Council adopted Resolution No. 21-63 authorizing the continued remote teleconference public meetings for an additional thirty (30) days. On January 10, 2022, the City Council adopted Resolution No. 22-01 authorizing the continued remote teleconference public meetings by the City Council and all subordinate boards, commission, and standing Committees in the City for an additional thirty (30) days. On February 14, 2022, the City Council adopted Resolution No. 22-24 authorizing the continued remote teleconference public meetings for an additional thirty (30) days.
At the February 14 th City Council meeting, staff received feedback from the City Council on an eventual return to in-person public meetings. At the March 14, 2022, staff received additional feedback and the City Council adopted Resolution No. 22-45 authorizing the continued remote teleconference public meetings for an additional thirty (30) days. On April 11, 2022, the City Council adopted Resolution No.22-55 authorizing the continued remote teleconference public meetings for an additional thirty (30) days. On May 9, 2022, the City Council adopted Resolution No. 22-70 authorizing the continued remote teleconference public meetings for an additional thirty (30) days. In order to continue remote teleconference public meetings, the City Council must adopt a resolution extending an additional thirty days (30) days. On June 13, 2022, the City Council adopted Resolution No. 22-93 authorizing the continued remote teleconference public meetings for an additional thirty (30) days. In order to continue remote teleconference public meetings, the City Council must adopt a resolution extending an additional thirty days (30) days.
Accordingly, if the Council wishes for itself, all of its subordinate bodies, and all of its boards and their subcommittees to be able to meet remotely during the current declared state of emergency, it should adopt a resolution finding that measures to promote social distancing by state or local officials, and/or meeting in person would present imminent risks to the health or safety of attendees is a result of the emergency. This resolution would permit meetings pursuant to AB 361 for a maximum period of 30 days. If the Council desires to continue using the teleconference exception beyond that initial 30-day period, it must confirm the circumstances of the state of emergency and make required findings at least 30 days after adoption of that resolution and every 30 days thereafter.
The California Environmental Quality Act (CEOA), State CEOA Guidelines Section 15061(b)(3) provides a "common sense" exemption to environmental review that CEQA only applies to projects that have the potential for causing a significant effect on the environment.
Councilmembers received an update that technology improvements in Council Chambers to allow for hybrid virtual/in-person meetings are currently underway. Councilmembers also expressed
Adopt Resolution Authorizing Remote City Council Meetings Under New State Brown Act Requirements (AB 361)
Meeting Date: July 11, 2022
interest in system testing prior to launching hybrid meetings. Staff will continue to work with the technology vendor to upgrade the system and repair the audio equipment in Council Chambers.
Given the timeline for this upgrade, City staff will plan to bring this 30-day Resolution for Council consideration again at the regular City Council meeting and can seek additional feedback at that time.
Summary/Conclusion
Staff recommends that the City Council adopt the attached Resolution authorizing the continued remote teleconference public meetings by the City Council and all subordinance boards, commissions, and standing Committees for an additional 30 days pursuant to AB 361.
Staff also seeks initial feedback on a future return to in-person public meetings.
Staff is available to provide any additional information desired by the Mayor or Councilmembers.
Respectfully submitted,
Rose Zimmerman Stephen Stolte
City Attorney Assistant City Manager
Attachments: 1. Draft Resolution Regarding Remote Teleconference Meetings
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DALY CITY AUTHORIZING
REMOTE TELECONFERENCE MEETINGS BY THE CITY COUNCIL AND ALL BOARDS,
COMMISSIONS, AND STANDING COMMITTEES OF THE CITY IN ACCORDANCE WITH ASSEMBLY BILL 361 FOR A PERIOD OF THIRTY DAYS
WHEREAS, COVID-19 (also known as the “Coronavirus Disease”) is a respiratory disease that has spread across the globe, with thousands of confirmed cases in California, including the City of Daly City; and
WHEREAS, on January 31, 2020, the United States Secretary of Health and Human Services declared a public health emergency based on the threat caused by COVID-19, and the President of the United States issued a Proclamation Declaring a National Emergency Concerning COVID-19 beginning March 1, 2020; and
WHEREAS, in response to COVID-19, the Governor of the State of California issued a Proclamation of a State of Emergency in response to COVID-19 on March 4, 2020; and WHEREAS, the City Council of the City of Daly City adopted a proclamation of a local emergency related to the COVID-19 virus on March 16, 2020; and WHEREAS, the City of Daly City (“City”) is committed to preserving and fostering public access, transparency, observation, and participation in meetings of the City Council and Boards, Commissions, and Standing Committees (hereafter collectively referred to as “legislative bodies;” and
WHEREAS, all meetings of the City Council and legislative bodies are open and public as required by the Ralph M. Brown Act, Government Code Sections 54950 – 54963, so that any member of the public may attend, observe, and participate in a meaningful way; and
WHEREAS, Government Section 54953(b)(3) of the Brown Act allows a local legislative body to hold public meetings by teleconference and to make public meetings accessible telephonically or otherwise electronically to all members of the public seeking to attend and to address the local legislative body, as long as the following requirements are met:
1. Each teleconference location from which a member is participating is noticed on the agenda;
2. Each teleconference location is accessible to the public;
3. Members of the public must be able to address the body at each teleconference location;
4. At least one member of the legislative body must be physically present at the location specified in the meeting agenda; and
5. During teleconference meetings, at least a quorum of the members of the local body must participate from locations within the local body’s territorial jurisdiction; and
WHEREAS, the Brown Act, as amended by AB 361 (2021), at Government Code Section 54953(e) et seq., allows for remote observation and participation in meetings by members of a legislative body and members of the public without compliance with the requirements of Government Code Section 54953(b)(3), subject to certain conditions; and WHEREAS, the initial required condition is a declaration of a state of emergency by the Governor pursuant to the California Emergency Services Act at Government Code Section 8625, proclaiming the existence of conditions of disaster or of extreme peril to the safety of persons and property within the state and within the boundaries of the City, caused by conditions as described in Government Code Section 8558; and WHEREAS, the Governor’s Proclamation of a State of Emergency includes area within the jurisdictional boundaries of the City; and
WHEREAS, Government Code Section 54953(e)(3)(A-B) added by AB 361 provides an alternative to having public meetings in accordance with Government Code Section 54953(b)(3) when City Council has reconsidered the circumstances of the COVID-19 state of emergency and that the following circumstances exist:
1. The state of emergency as a result of COVID-19 continues to directly impact the ability of the members of City Council and the members of the City’s Boards, Commissions, and Standing Committees to meet safely in person; and
2. The State of California and the County of San Mateo continue to recommend measures to promote social distancing.
WHEREAS, Government Code Section 54953(e) et seq. further requires that state or local officials have imposed or recommended measures to promote social distancing or the legislative body finds that meeting in person would present an imminent risk to the health or safety of attendees; and
WHEREAS, such conditions now exist in the City in that (i) State and Local officials recommend social distancing measures and (ii) emergency conditions evidenced by COVID- 19 and its variants create ongoing COVID-19 cases, hospitalizations, and deaths and meeting in person would present imminent risk to health or safety of attendees; and WHEREAS, the City Council affirms that it will allow for observation and participation by Council Members as well as Board, Commission, and Standing Committee Members and the public via Zoom in an effort to protect the constitutional and statutory rights of all attendees; and
WHEREAS, Government Code Section 54953(e)(3) requires that the City Council review the need and make findings for continuing the teleconferencing as authorized by AB 361 at least once every thirty (30) days until the Governor terminates the state of emergency.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DALY CITY HEREBY RESOLVES AS FOLLOWS:
Section 1. The above recitals are true and correct and are incorporated herein by this reference.
Section 2. The City Council finds that the state of emergency conditions related to COVID- 19 as set forth in the Governor’s and City’s Proclamations of Emergency and are on- going.
Section 3. The City Council further finds that state and county official recommend social distancing conditions causing imminent risk to attendees as described above exist.
Section 4. The City Council hereby recognizes and affirms the existence and conditions of a state of emergency as proclaimed by the Governor and the City in the City and affirms, authorizes, and proclaims the existence of a local emergency throughout the City.
Section 5. The City Council finds that the state of emergency as a result of COVID- 19 and the new variant Omicron continues to directly impact the ability of members of the City Council and the members of the City’s Boards, Commissions, and standing committees to meet safely in person and such fact creates an imminent health risk to such members.
Section 6. The City Council hereby authorizes the City Council and all of the Boards, Commissions, and Standing Committees of City to conduct their meetings without compliance with Government Code Section 54953(b)(3), and to instead comply with the remote meeting requirements as authorized by Government Code Section 54953(e) et seq.
Section 7. The City Manager and the City Clerk are authorized and directed to take all actions reasonably necessary to carry out the intent and purpose of this Resolution, including, conducting open and public meetings remotely in accordance with Government Code Section 54953(e) et seq., and other applicable provisions of the Brown Act, for all City Council meetings, and all Boards, Commissions, and standing committee meetings of the City.
Section 8. This Resolution shall take effect immediately upon its adoption and remain in effect for 30 days or until such time as the City Council adopts a Subsequent Resolution in accordance with Government Code Section 54953(e)(3) to extend the time during which the City Council and all City legislative bodies may continue to meet remotely, without compliance with Government Code Section 54953(b)(3), but otherwise as permitted by Government Code Section 54953(e) et seq.
Section 9.If any provision of this Resolution or the application of any such provision to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications of this Resolution that can be given effect without the invalid provision or application, and to this end of the provisions of this Resolution are severable.
Section 10.The City Clerk of the City of Daly City shall certify to the adoption of this Resolution.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DALY CITY AUTHORIZING
REMOTE TELECONFERENCE MEETINGS BY THE CITY COUNCIL AND ALL BOARDS,
COMMISSIONS, AND STANDING COMMITTEES OF THE CITY IN ACCORDANCE WITH ASSEMBLY BILL 361 FOR A PERIOD OF THIRTY DAYS
I hereby certify the foregoing to be a true copy of a Resolution adopted by the City Council of Daly City, California, at a regular meeting thereof held on the day of , 2022, by the following vote of the members thereof:
AYES, and in favor thereof, Councilmembers: ,
NOES, Councilmembers:
Absent, Councilmembers:
ASSISTANT CITY CLERK OF THE CITY OF DALY CITY
APPROVED:
MAYOR OF THE CITY OF DALY CITY
City Council Agenda ReportItem # _____
Meeting Date: July 11, 2022
Subject: Authorize the City Manager to Execute Amendment No. 2 to the Professional Services Agreement for the Mussel Rock 2019 Gabion Wall and Stormwater Maintenance Project
Recommended Action
Staff recommends that the City Council authorize the City Manager to execute Amendment #2 to the agreement for professional services with 4Leaf, Inc. of Pleasanton, California, to perform additional construction management and support services in the amount of $53,450.00, for a total contract amount of $219,287.00.
Background
On April 26, 2021, City Council awarded a contract to Brannon Corporation for construction of the Mussel Rock 2019 Gabion Wall and Stormwater Maintenance project.
On March 22, 2022, an agreement was executed with 4Leaf, Inc. for the construction management and support services for the Mussel Rock 2019 Gabion Wall and Stormwater Maintenance project.
On April 25, 2022, City Council approved Amendment #1 to the contract in the amount of $90,967.00 for a total contract amount of $165,837.00.
Discussion
Due to the unique geologic and seismic conditions on the site, its vicinity to the Pacific Ocean, regulatory requirements, and the complex nature of the landfill itself, the project has encountered various unforeseen conditions. Adverse weather conditions between October and December significantly delayed construction activities, and adverse weather in March and April caused further delays. This, coupled with further complications on the site related to wet soil conditions and urgent work on the Upper Disposal Area have further extended the construction period past its originally estimated completion date of January 2022. Construction activities are currently anticipated to conclude by late summer of 2022.
The current professional services agreement contract with 4Leaf, Inc. will expire soon and another amendment is needed to support the project until the anticipated completion date. Under the proposed Amendment #2, 4Leaf will provide the additional services required in an amount not to exceed $53,450.00, for a total contract amount of $219,287.00.
Fiscal Impact
Amendment #2 would increase the contract by an amount not to exceed $53,450.00, for a proposed total contract amount of $219,287.00. Sufficient funds are available in General Capital Project Fund – Mussel Rock Seawall project account 31-310-547 for this request.
Authorize the City Manager to Execute Amendment No. 2 to the Professional Services Agreement for the Mussel Rock 2019 Gabion Wall and Stormwater Maintenance Project Meeting Date: July 11, 2022
Summary/Conclusion
Staff recommends that the City Council authorize the City Manager to execute Amendment #2 to the agreement for professional services with 4Leaf, Inc. of Pleasanton, California, to perform additional construction management and support services in the amount of $53,450.00, for a total contract amount of $219,287.00.
Staff is available to provide any additional information desired by the Mayor or Councilmembers.
Respectfully submitted,
Kevin Fehr Richard Chiu, Jr.
City Engineer Director of Public Works
Attachment:
1. Mussel Rock Landfill Professional Services Agreement Amendment #2
Agreement Amendment No. 2 Page 1
Professional Services for the Mussel Rock 2019 Gabion Wall and Stormwater Maintenance Project
AGREEMENT AMENDMENT NO. 2 Pages 1-3
DATE: J u n e 2 1 , 2 0 2 2
OWNER: C i t y o f D a l y C i t y
K e v i n F e h r , C i t y E n g i n e e r
333 – 90
th Street, Daly City, CA 94015
( 650) 991-8064
I. DESCRIPTION OF AGREEMENT AMENDMENT
A. Consultant shall perform additio nal work on the existing con tract in accordance with the Budget Amendment No. 2 Request to Continue Providing Part-Time Construction Management and Full-Time Inspection Services for the City of Daly City’s Mussel Rock Gab ion Wall and Stormwater Maintenance Project, dated June 17, 2022 (Attachment 1), for an additional cost not to exceed $53,450.00.
$53,450.00
Total $53,450.00
SUMMARY OF FUNDS TO BE CHARGED: 31-310-547-4536 $53, 450.00
Attachments:
1. Budget Amendment Request to Continue Providing Part-Time Construction Management and Full-Time Inspection Services for the City of Daly City’s Mussel Rock Gabion Wall and Stormwater Maintenance Project, dated April 4, 2022
CITY OF DALY CITY
MUSSEL ROCK LANDFILL
PROFESSIONAL SERVICES AGREEMENT
Mussel Rock 2019 Gabion Wall and Stormwater Maintenance Project
Agreement Amendment No. 2 Page 2
Professional Services for the Mussel Rock 2019 Gabion Wall and Stormwater Maintenance Project I
I. CONDITIONS OF AGREEMENT AMENDMENT
It is understood and agreed that this Agreement Amendment is p ursuant to and in accordance with all relevant provisions, conditions and requirements contained in the fully executed agreement March 22, 2022.
The Consultant is responsible f or reaching settlements with al l subconsultants, suppliers, and vendors whose work, materials or services were associated w ith this Agreement Amendment, including all claims arising out of this Agreement Amendment and holds the City of Daly City harmless from a ny and all claims and defense costs relating to such entities.
III. ADDITIONAL CONDITIONS OF AGREEMENT AMENDMENT
None
IV. COST ANALYSIS
Original Agreement Total: $ 74,870.00
Agreement Amendment No. 1: $ 90,967.00
Agreement Amendment No. 2: $ 53,450.00
Revised Current Agreement Total: $219,287.00
All Agreement Amendments as
Percentage of Original Agreement Total: 193%
Agreement Amendment No. 2 Page 3
Professional Services for the Mussel Rock 2019 Gabion Wall and Stormwater Maintenance Project ACCEPTED:
CONSULTANT:
4Leaf, Inc.
BY: _____________________________
G
e n e B a r r y
Vice President
DATE:_______________________
ACCEPTED:
OWNER:
City of Daly City
BY: _____________________________
K
e v i n F e h r
City Engineer
DATE: __________________________
BY:
_____________________________
Richard Chiu, Jr.
Director of Public Works
DATE: __________________________
BY: _____________________________
Shawnna Maltbie
City Manager
DATE: __________________________
06/21/2022
Engineering Construction Management Inspection Plan Check
2126 Rheem Drive Pleasanton, CA 94588 Phone (925) 462-5959 8896 North Winding Way Fair Oaks, CA 95629 Phone (916) 965-0010 City of Daly City June 17, 2022
Kevin Fehr, P.E.
City Engineer
333 90th Street
Daly City, CA 94015
Submitted via E‐mail as Acrobat PDF Document to [email protected]
Subject: Budget Amendment No. 2 Request to Continue Providing Part‐Time Construction Management and Full‐Time Inspection Services for the City of Daly’s City Mussel Rock Gabion Wall and Stormwater Maintenance Project.
Dear Mr. Fehr,
4LEAF, Inc. (4LEAF) is submitting this Budget Amendment No. 2 request to continue providing part ‐time
Construction Management (CM) and Full‐Time Inspection Services for the on‐going City of Daly City’s (City) Mussel Rock Gabion Wall and Stormwater Maintenance Project (“Project”).
Per our discussions, this Budget Amendment request was developed on the assumption of a new Project Construction Phase completion date of Friday, July
29, 2022. We are requesting a budget amendment
in the amount of Fifty‐Three Thousand, Four Hundred Fifty Dollars ($53,450). Attachment A provides our detailed cost estimate and assumptions for the following scope of services under this budget amendment request.
Task 1: Continue performing Part‐time Construction Management and Full‐time Construction Inspection Services.
Task 2: Project Closeout – budget for this task was included in Budget Amendment No. 1.
4LEAF appreciates the opportunity to provide this Budget Amendment No. 2 request to the City. If you have any questions, please do not hesitate to contact me by phone at (925) 462‐5959 or by email at [email protected].
Respectfully submitted,
4LEAF, Inc.
Gene Barry, P.E.
Vice President
Attachment A: Detailed Cost Estimate.
Attachment A
Cost Estimate for Budget Amendment No. 2 for the
City of Daly City Mussel Rock Gabion Wall and Stormwater Maintenance Project June 17, 2022
Task
Sub
Task Task Description
Principal‐In‐Charge
(4LEAF)
Construction Manager
(4LEAF)
Construction Inspector
(4LEAF)
Construction Manager /
Inspector
(4LEAF) ‐ OT
Public Works Inspector
Apprentice
Total Hours Per Task
Cost Per Task
Notes
Hourly Rate $191 $161 $151 $204 $95 See Notes (a) through (f) 1 Construction Management and Construction Inspections Hours Hours Hours Hours Hours
1.1 Perform Construction Management and Inspections. 0 68 232 0 300 $45,980 See Note (g).
1.2 Project Management. 6000 6 $1,146
1.3 Budget Shortfall through June 17, 2022. $824
1.4 Special Inspections and Materials Testing (BAGG). $5,000 See Note (h).
1.5 Administrative Processing Fee on Subconsultants and Outside Services (10%). $500
Task 1 Subtotal: 6 68 232 0 306 $53,450
2 Project Closeout (LOE and Budget for this Item Included in Amendment No. 1) Hours Hours Hours Hours Hours
2.1 Final Inspections and Provide Red‐Lined Set of Drawings to Client. 0000 0 $ 0 S e e Note (i).
2.2 Construction Management ‐ Project Closeout. 0000 0 $ 0 S e e Note (i).
2.3 Project Management. 0000 0 $ 0
Task 2 Subtotal: 0000 0 $0
Subtotal (4LEAF + BAGG): 6 68 232 0 306 $53,450
3 Public Works Inspection Apprenticeship (if Required) Hours Hours Hours Hours Hours Hours
3.1 Provide Public Works Inspection Apprentice 00000 0 $ 0 S e e Notes (a) and (b).
Task 4 Subtotal (Apprentice Only) 00000 0 $0
TOTAL (4LEAF + Apprentice if required) 6 68 232 0 0 306 $53,450 Notes:
(f) Assumes the City / Design Team, Tetra Tech, will continue reviewing and approving submittals and RFIs and providing design clarifications or changes as the Project's Designer of Record. (i) The LOE and budget for the Project Closeout phase was included in the Amendment No. 1. Assumes project closeout activities will be performed following the currently assumed construction completion date of July 29, 2022. The estimated LOE for project closeout is for typical project closeout activities (e.g. completing red‐line markups of As‐Builts, closing out final pay applications, transferring files out of Procore and providing to the City) and does not include budget for extended CM support for resolving any potential claims submitted by the contractor. (d) Does not include scope for performing Labor Compliance Monitoring services or verification that the contractor and subcontractors are uploading payroll information to DIR's website. Assumes these tasks will be performed by City staff.
(a) Assumes project will require compliance with California Prevailing Wage rate requirements under SB 854, and the City will be required to file a PWC‐100 Form to the California Department of Industrial Relations for the project. (h) For Budgetary Purposes Only. We have included a nomininal budget amount for BAGG Engineers to perform any requested soils compaction testing through the project's completion. (b) Per the new requirements being enforced under SB 854 and because it is assumed that a PWC‐100 Form has been filed by the City to the CA DIR, 4LEAF is required to notify an authorized Apprenticeship Committee through submittal of a DAS‐140 form. Assumes that a public works apprentice inspector will not be dispatched by the apprenticeship committee. (c) 4LEAF staff will be supplied with typical tools of the trade to perform their daily tasks (e.g. cell phone, laptop computer, and PPE). It is not known if there is an existing contractor construction trailer for the Project. (g) It is estimated that the combined budgets for the Professional Services Agreement dated March 22, 2022 in the amount of $74,870 and Amendment No. 1 dated April 14, 2022 in the amount of $90,967 (minus $23,268 budgeted for the Project Closeout phase) will have a negative balance of $824 at the end of June 17, 2022. Per conversations on June 16, 2022 between Kevin Fehr with Daly City and Gene Barry with 4LEAF, additional budget will be required for the revised anticipated completion date of July 29, 2022 for the Construction Phase. This estimate assumes one, part‐time Construction Manager at 10 hours per week and one, full‐time Construction Inspector between June through June 20 and July 29, 2022. Does not include any hours for overtime or any weekend, holiday, or nighttime work. (e) Assumes project will continue to use Procore under Anchor CM's existing seat license as the web‐based document control system. 1 of 1
City Council Agenda ReportItem # _____
Meeting Date: July 11, 2022
Subject: Authorize the City Manager to Execute a Professional Services Agreement for Project Management and Construction Support Services for the Margate Park Improvements Project
Recommended Action
Staff recommends that the City Council authorize the City Manager to execute an agreement for professional services with 4Leaf, Inc. of Pleasanton, California, to provide project management and construction support services for the Margate Park Improvements Project.
Background
In April 2021, then Mayor Manalo requested to Assemblymember Phil Ting funding for improvements at Margate Park. Margate Park sits on 4.5 acres that contains various trees, shrubs, and meadow-type grasses. An unmaintained recreation path surrounds a deactivated recreation site that formerly contained paved tennis facilities. The site is in need of redesign and significant renovation to provide high quality park improvements for use by area residents.
On May 23, 2022, the City Council accepted and appropriated the $4,000,000 grant from the California Department of Parks and Recreation for the Margate Park Improvements Project.
Discussion
The Public Works Engineering Division is seeking professional services of an outside consultant for the project management (conceptual design and outreach) and construction support services (inspection and materials testing) for the Margate Park Improvements Project. Due to the complex site constraints and scope of the proposed park improvements, the services of a firm with both project management and construction management experience with park projects is desired. 4Leaf, Inc. has sufficient staff and the qualifications needed for the project. Construction of the project is anticipated to commence in late 2023 and be completed in 2024.
The scope of professional services includes, but is not limited to the following elements:
Coordinate with city departments regarding city use of the site Conceptual design including landscape architecture, civil engineering, and skate park design Public outreach for conceptual design development
Preliminary geotechnical services including field exploration, laboratory testing, engineering analyses, and report preparation
Professional Services Agreement for Project Management
And Construction Support Services for the
Margate Park Improvements Project
Meeting Date: July 11, 2022
Oversee and project manage the development of design plans, specifications, and construction cost estimates (PS&E), with said PS&E being developed by a consultant firm to be selected at a later date
Bid construction and support
Construction management services to interpret the contract documents and provide direction to the contractor on issues of a technical and non-technical nature Construction inspection services to perform observation, coordination and acceptance of testing as specified in the contract specifications
Laboratory testing is included and will be performed in accordance with the City’s testing plan
Subconsultant management
The proposed professional services agreement does not include full design and development of plans, specifications and estimates (PS&E) at this time. Once the conceptual design is complete, 4Leaf would assist the City to procure design services for full PS&E development, and would oversee additional consultants on the City’s behalf.
Fiscal Impact
The professional services agreement provides for a not-to-exceed fee of $556,980.00. An additional $55,698.00 (10%) is needed for contingencies for a total amount not to exceed $612,678.00.
Sufficient funds are available in the previously approved and appropriated Fiscal Year 2021-22 General Capital Project Fund – Margate Park Improvements project account 31-317-900.
Summary/Conclusion
Staff recommends that the City Council authorize the City Manager to execute an agreement for professional services with 4Leaf, Inc. of Pleasanton, California, to provide project management and construction support services for the Margate Park Improvements Project.
Staff is available to provide any additional information desired by the Mayor or Councilmembers.
Respectfully submitted,
Kevin Fehr Richard Chiu, Jr.
City Engineer Director of Public Works
Attachment: Professional Services Agreement
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AGREEMENT WITH 4LEAF, INC.
FOR PROFESSIONAL SERVICES
FOR PROJECT MANAGEMENT AND CONSTRUCTION SUPPORT SERVICES FOR
THE MARGATE PARK IMPROVEMENTS PROJECT
City of Daly City
This Agreement, made and entered into this ____ day of ________ __, 2022 (the “Effective Date”) by and between the CITY OF DALY CITY , a municipal corporation existing under the laws of the State of California (”CITY"), and 4LEAF, INC., a Ca lifornia C-Corporation ("CONSULTANT"):
4Leaf, Inc.
2126 Rheem Dr
Pleasanton, CA 94588
R E C I T A L S :
A. CITY desires certain construction document services hereina fter described as the professional services for project management and construction s upport services for the Margate Park Improvements Project.
B. CITY desires to engage CONS ULTANT to provide these consulti ng services by reason of its qualifications and experience for performing such services and CONSULTANT has offered to provide the required services on the terms and in the manner set forth herein.
NOW, THEREFORE, IT IS AGREED as follows:
SECTION 1 - SCOPE OF SERVICES
The scope of services to be perfo rmed by CONSULTANT under this Agreement is as described in Exhibit A to this Agreement, the proposal from 4Leaf, Inc. d ated June 21, 2022, and Cost Proposal dated June 29, 2022, attached and incorporated by reference.
SECTION 2 - DUTIES OF CONSULTANT
CONSULTANT shall be responsible for the professional quality, t echnical accuracy and coordination of all work furnished by CONSULTANT under this Agr eement. CONSULTANT shall, without additional compensation, correct or revise any errors or deficiencies in its work.
CONSULTANT represents that it is qualified to furnish the servi ces described under this Agreement.
CONSULTANT shall be responsible for employing or engaging all persons necessary to perform the services of CONSULTANT.
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SECTION 3 - DUTIES OF CITY
CITY shall provide pertinent information regarding its requirements for the project.
CITY shall examine documents sub mitted by CONSULTANT and shall render decisions pertaining thereto promptly, to avoid unreasonable delay in the progress of CONSULTANT'S work.
SECTION 4 - TERM
The services to be performed under this Agreement shall commence on the Effective Date and be completed within two (2) years.
SECTION 5 - PAYMENT
Payment shall be made by CITY onl y for services rendered and up on submission of a payment request upon completion and CITY approval of the work performed. In consideration for the full performanc e of th e se rvices se t fo rth in Exhib it A, CITY agrees to pay CONSULTANT, on a time and materials basis, pursuant to rates stated in Exhibit A to this Agreement, attached and incorporated by reference. In no event shall CONSULTANT’s tota l compensation under this Agreement exceed five hundred fifty-six thousand nine hundred e ighty and 00/100 ($556,980.00).
SECTION 6 – TERMINATION
Without limitation to such rights or remedies as CITY shall oth erwise have by law, CITY shall have the right to terminate this Agreement or suspend work on t he Project for any reason, upon ten (10) days' written notice to CONSULTANT. CONSULTANT agrees to cease all work under this Agreement upon receipt of said written notice.
Upon termination and upon CITY'S payment of the amount required to be paid, documents become the property of CITY, and CONSULTANT shall transfer them to CITY upon request without additional compensation.
SECTION 7 - OWNERSHIP OF DOCUMENTS
All documents prepared by CONSULTA NT in the performance of this Agreement, although instruments of professional serv ice, are and shall be the prope rty of CITY, whether the project for which they are made is executed or not.
SECTION 8 - INDEPENDENT CONTRACTOR
It is understood that Consultant, in the performance of the wor k and services agreed to be performed, shall act as and be an independent contractor and sh a l l n o t a c t a s a n a g e n t o r employee of the City. Consultant shall obtain no rights to ret irement benefits or other benefits which accrue to City's employees, and Consultant hereby express ly waives any claim it may have to any such rights.
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SECTION 9 - CONFIDENTIALITY
All reports and documents prepa red by CONSULTANT in connection with the performance of this Agreement are confidential until released by CITY to the p ublic. CONSULTANT shall not make any such documents or information available to any individ ual or organization not employed by CONSULTANT or CITY w ithout the written consent of C ITY before any such release.
SECTION 10 - INTEREST OF CONSULTANT
CONSULTANT covenants that it presently has no interest, and sha ll not acquire any interest, direct or indirect, financial or otherwise, which would conflic t in any manner or degree with the performance of the services under this Agreement.
SECTION 11 – USE OF SUBCONSULTANTS
CONSULTANT shall not subcontract a ny services to be performed b y it under this Agreement without the prior written approval of the CITY, except for serv ice firms engaged in drawing, reproduction, typing, and printing. CONSULTANT shall be solely responsible for reimbursing any subconsultants and the CITY shall have no obligation to them.
SECTION 12 - CONSULTANT'S STATUS
It is expressly agreed that in t he performance of the professio nal services required under this Agreement, CONSULTANT shall at all times be considered an indep endent CONSULTANT as defined in Labor Code Section 3353, under control of the CITY a s to the result of the work but not the means by which the result is accomplished. Nothing her ein shall be construed to make CONSULTANT an agent or employee of CITY while providing services under this Agreement.
SECTION 13 – SB 1383 COMPLIANCE
To the extent applicable, CONSULTANT shall comply with the requirements set forth in SB 1383 and Public Contracts Code Section 22150 for the procurement of recycled paper products.
To the extent that the fitness and quality are equal, CONSULTANT shall purchase recycled products, as defined in Public Contracts Code Section 12200 instead of nonrecycled products.
Upon completion of the term of this Contract, CONSULTANT shall provide records to the CITY demonstrating compliance with this section, including copies of all invoices, receipts, or other proofs of purchase that detail the procurement of paper products.
SECTION 14 - INDEMNITY
To the fullest extent permitted by law (including, without limi tation, California Civil Code Sections 2782 and 2782.6), Consultant and Consultant’s sureties agree to defend (with legal counsel acceptable to the City), i ndemnify and hold harmless th e City, its officers, agents, officials, representatives, em ployees and volunteers (collectiv ely “Indemnitees”) from and against any and all claims, dema nds, actions, losses, damages, injuries, and liab ility, direct or indirect (including, without limi tation, incidental and consequ ential damages, court costs, attorneys’ fees, litigation expenses and fees of expert consult ants or expert witnesses incurred in
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connection therewith and costs of investigation), that arise ou t of, pertain to, or relate to, directly or indirectly, in whole or in pa rt, the negligence, recklessnes s, or willful misconduct of Consultant, any Subconsultant, an yone directly or indirectly em ployed by them, or anyone that they control (collectively “Lia bilities”). Such obligations to defend, hold harmless and indemnify any Indemnitee shall not apply to the extent that suc h Liabilities are arise out of the sole negligence, active negligence, or willful misconduct of Indemnitee.
Acceptance by the City of the work performed under this Agreem ent does not operate as a release of Consultant from su ch professional responsibility for the work performed pursuant to this Agreement.
The duty of Consultant and its s ureties to indemnify and hold harmless as set forth above, shall include the duty to defend as set forth in Section 2778 o f the California Civil Code, provided, however, that nothing he rein shall be construed to re quire the Consultant to indemnify the City, its subsidiary districts, its officers, agents or emp loyees against any re sponsibility for liability in contravention of S ection 2782 of the California Ci vil Code. To the extent there is an obligation to indemnify under this Section, Consultant shall be responsible for incidental and consequential damages resulting directly or indirectly, in whol e or in part, from Consultant’s negligence, recklessness, or willful misconduct.
Consultant and its sureties expressly and specifically agree t o waive any and all subrogation rights it may have ag ainst the City, its subsidiary districts, officers or employees.
Indemnification and waiver of subrogation contained in this section shall remain operative and in full force and effect regardless of any termination of this Agreement.
SECTION 15 - INSURANCE
CONSULTANT shall procure and main tain for the duration of the c o n t r a c t a n d t h r e e y e a r s thereafter (five years for building or major improvements) insu rance against claims for injuries to persons or damages to property which may arise from or in co nnection with the performance of the work hereunder and the results of that work by the CONSU LTANT, his agents, representatives, employees or subcontractors.
MINIMUM SCOPE OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office (ISO) Form CG 00 01 12 07 covering CGL on an “occurrence” basis, including produ cts-completed operations, personal & advertising injury, with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the ge neral aggregate limit shall apply separately to this project /location or the general aggreg ate limit shall be twice the required occurrence limit.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if CONSULTANT has no owned autos, hired, (Code 8) and non-owned au tos (Code 9), with limit no less than $1,000,000 per accident for bodily injury and property damage.
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3. Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.
4. Professional Liability (Errors and Omissions): Insurance appropriate to the CONSULTANT’s profession, with limit no less than $1,000,000 per occurrence or claim, $2,000,000 aggregate
If the CONSULTANT maintains higher limits than the minimums sho wn above, the City requires and shall be entitled to coverage for the higher limit s maintained by the CONSULTANT.
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
Additional Insured Status
The City, its elected and appointed officials, employees, and agents are to be covered as insureds on the auto policy for liability arising out of automobiles owned, leased, hired or borrowed by or on behalf of the CONSULTANT; and on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the CONSULTANT including materials, parts or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the CONSULTANT’s insurance (at least as broad as ISO Form CG 20 10, 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used).
Primary Coverage
For any claims related to this contract, the CONSULTANT’s insurance coverage shall be primary insurance as respects the City, its elected and appointed officials, employees, and agents. Any insurance or self-insurance maintained by the City, its elected and appointed officials, employees, or agents shall be excess of the CONSULTANT’s insurance and shall not contribute with it.
Notice of Cancellation
Each insurance policy required above shall provide that coverage shall not be canceled, except after thirty (30) days’ prior written notice (10 days for non-payment) has been given to the City.
Waiver of Subrogation
CONSULTANT hereby grants to City a waiver of any right to subro gation which any insurer of said CONSULTANT may acquire against the City by virtue of the p ayment of any loss under such insurance. CONSULTANT agrees to obtain any endorsement th at may be necessary to effect this waiver of subrogati on, but this provision applies r egardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by the City. The City may require the CONSULTANT to purchase coverage with a lower deductible or retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.
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Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.
Claims Made Policies (note – should be applicable only to professional liability, see below) If any of the required policies provide claims-made coverage:
1. The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract Effective Date, the CONSULTANT must purchase “extende d reporting” coverage for a mi nimum of five (5) years after completion of work.
Verification of Coverage
CONSULTANT shall furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage req uired by this clause. All certificates and endorsements are to be received and approved b y the City before work commences. However, failure to obtain the required documents p rior to the work beginning shall not waive the CONSULTANT’s obligation to provide them. T he City reserves the right to require complete, certified copi es of all required insurance po licies, including endorsements required by these specifications, at any time.
SECTION 16 - NONASSIGNABILITY
Both parties hereto recognize that this Agreement is for the pe rsonal services of CONSULTANT and cannot be transferred, assigne d, or subcontracted by CONSUL TANT without the prior written consent of CITY.
SECTION 17 - RELIANCE UPON PROFESSIONAL
SKILL OF CONSULTANT
It is mutually understood and agreed by and between the parties hereto that CONSULTANT is skilled in the professional cal ling necessary to perform the wo rk agreed to be done under this Agreement and that CITY relies upon the skill of CONSULTANT to do and perform the work in the most skillful manner, and CONSULTANT agrees to thus perform the work. The acceptance of CONSULTANT's work by CITY doe s not operate as a release of C ONSULTANT from said obligation.
SECTION 18 - WAIVERS
The waiver by either party of any breach or violation of any te rm, covenant, or condition of this Agreement or of any provisions of any ordinance or law shall no t be deemed to be a waiver of such term, covenant, condition, o rdinance or law or of any subs equent breach or violation of the same or of any other term, cove nant, condition, ordinance or la w or of any subsequent breach or
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violation of the same or of a ny other term, condition, ordinanc e, or law. The subsequent acceptance by either party of any fee or other money which may become due hereunder shall not be deemed to be a waiver of any preceding breach or violation b y the other party of any term, covenant, or condition of this Agreement or of any applicable law or ordinance.
SECTION 19 – SEVERABILITY
If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdic tion, the remaining provisions of this Agreement shall continue in full force and effect.
SECTION 20 - COSTS AND ATTORNEY FEES
Attorney fees in total amount not exceeding $5000, shall be rec overable as costs (by the filing of a cost bill) by the prevailing party in any action or actions t o enforce the provisions of this Agreement. The above $5000 limit i s the total of attorney fees recoverable whether in the trial court, appellate court, or other wise, and regardless of the num ber of attorneys, trials, appeals, or actions. It is the intent of this Agreement that neither party shall have to pay the other more than $5000 for attorney fees arising out of an action, or actions to e n f o r c e t h e p r o v i s i o n s o f t h i s Agreement.
SECTION 21 - NON-DISCRIMINATION
CONSULTANT warrants that it is a n Equal Opportunity Employer an d shall comply with applicable regulations governi ng equal employment opportunity. Neither CONSULTANT nor any of its subconsultants shall discriminate in the employment of any person because of race, color, national origin, ancestry, physical handicap, medical co ndition, marital status, sex, or age, unless based upon a bona fide occupational qualification pursua nt to the California Fair Employment and Housing Act.
SECTION 22 - MEDIATION
Should any dispute arise out of this Agreement, any party may r equest that it be submitted to mediation. The parties shall meet in mediation within 30 days of a request. The mediator shall be agreed to by the mediating parties; in the absence of an agr eement, the parties shall each submit one name from mediators listed by either the American Ar bitration Association, the State Mediation and Concilia tion Service, or other agreed-upon servic e. The mediator shall be selected by a blind draw.
The cost of mediation shall be borne equally by the parties. N either party shall be deemed the prevailing party. No party shall be permitted to file a legal action without first meeting in mediation and making a good faith attempt to reach a mediated s ettlement. The mediation process, once commenced by a mee ting with the mediator, shall l ast until agreement is reached by the parties but not more than 60 days, unless the maximum time is extended by the parties.
SECTION 23 - LITIGATION
CONSULTANT shall testify at CITY'S request if litigation is bro ught against CITY in
-8-
connection with CONSULTANT'S ser vices under this Agreement. Un less the action is brought by CONSULTANT, or is based upon CONSULTANT'S wrongdoing, CITY s hall compensate CONSULTANT for preparation for testimony, testimo ny, and travel at CONSULTANT'S standard hourly rates at the time of actual testimony.
SECTION 24 - NOTICES
All notices hereunder shall be g iven in writing and mailed, pos tage prepaid, addressed as follows:
To CITY: Kevin Fehr
D e p a r t m e n t o f P u b l i c W o r k s
333 90
th Street
D a l y C i t y, CA 94015
To CONSULTANT: 4Leaf, Inc.
A t t n : G e n e B a r r y
2126 Rheem Dr
P l e a s a n t on, CA 94588
SECTION 25 - AGREEMENT CONTAINS ALL
UNDERSTANDINGS; AMENDMENT
This document represents the entire and integrated agreement be tween CITY and CONSULTANT and supersedes all pri or negotiations, representatio ns, and agreements, either written or oral.
This document may be amended only by written instrument, signed by both CITY and CONSULTANT.
SECTION 26 – AUTHORITY TO ENTER INTO AGREEMENT
CONSULTANT has all requisite pow er and authority to conduct its business and to execute, deliver, and perform the Agreement. Each party warrants that t he individuals who have signed this Agreement have the legal power, right, and authority to ma ke this Agreement and to bind each respective party.
SECTION 27 - GOVERNING LAW AND VENUE
This Agreement shall be governed by the laws of the State of Ca lifornia and, in the event of
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litigation, venue will be
in the County of San Mateo.
IN WITNESS WHEREOF, CITY and CONS ULTANT have executed this Agre ement the day and year first above written.
CITY OF DALY CITY CONSULTANT
4 L E A F , I N C .
_______________________________ _________________________________ S h a w n n a M a l t b i e G e n e B a r r y
City Manager Vice President
APPROVED AS TO FORM
_______________________________
R o s e Z i m m e r m a n
C i t y A t t o r n e y
UPDATED PROPOSAL TO PROVIDE
PROJECT AND CONSTRUCTION
MANAGEMENT SERVICES FOR THE
DALY CITY MARGATE PARK
IMPROVEMENTS PROJECT
JUNE 21, 2022
SUBMITTED BY:
FOR THE
CITY OF DALY CITY PUBLIC WORKS DEPARTMENT
333 90TH ST., 2ND FLOOR, DALY CITY , CA 94015
Engineering Construction Management Inspection Plan Check
2126 Rheem Drive Pleasanton, CA 94588 Phone (925) 462-5959 Fax (925) 462-5958 City of Daly City June 21, 2022
333 90th St. – 2nd Floor
Daly City, CA 94015
Engineering Division, Public Works Department
Attn. Mr. Kevin Fehr, P.E.
Submitted via E‐mail as Acrobat PDF document to [email protected]
Subject: Updated Proposal to Provide Project and Construction Management Services for the Daly City Margate Park Improvements Project
Dear Mr. Fehr,
4LEAF, Inc. (4LEAF) appreciates the opportunity to submit our updated proposal to provide Project and Construction Management Services for the Daly City Margate Park Improvements Project. This updated proposal supersedes our original proposal date
d March 03, 2022, and incorporates the updated
methodology that was provided in 4LEAF’s Addendum A submitted to the City on May 09, 2022 and follow‐ up conversations with the City on June 06 and 16, 0222.
The City has stated it intends to award a contra
ct with 4LEAF to provide Project Management and
Construction Management services for the entirety of the project. As noted in this updated proposal, the overall scope of work and upgrades that may be implemented at Margate Park will be determined through the initial Conceptual Development and Public Outreach activities. As such, the lev el of effort and costs to perform these services in subsequent phases (e.g. design, public bidding, construction, and project closeout) will need to be further refined and more realistic cost estimates developed once the Conceptual Plan is approved by the City’s Planning Department.
We appreciate this opportunity to present our up
dated proposal. This letter has been signed by Gene
Barry, P.E. who is a Corporate Officer and Vice President with 4LEAF. Gene is authorized to contractually enter into a contract and to negotiate a contract with the City. Gene may be reached by phone at 4LEAF’s Pleasanton Office at (925) 462‐595 9, or by email at [email protected].
Respectfully submitted,
Gene Barry, P.E.
Vice President
4LEAF, Inc.
Table of Contents TABLE OF CONTENTS
Section 1 Acknowledgement of Addenda
Section 2 Firm Profile and Project Team (updated)
Resumes
Section 3 Relevant Experience
Section 4 Project Approach, Organization, and Local
Presence (updated)
Section 5 Appendix C – Project Elements, Required
Scope, and Firm’s Proposed Involvement
Section 6 Required Exhibits, Schedules, Forms
Exhibit 10‐Q
Attachment A Addendum A Submitte
d to the City on May 9,
2022.
Exhibit 10‐H1 Cost Proposal Submitted as Separate Acrobat PDF Document
Updated Proposal to
Provide:
Project and
Construction
Management Services
for the:
City of Daly City
Margate Park
Improvements Project
PROPOSAL TO PROVIDE PROJECT AND CONSTRUCTION MANAGEMENT SERVICES FOR DAILY CITY MARCH 3, 2022 SECTION 1: ACKNOWLEDGEMENT OF ADDENDA
SECTION 1
ACKNOWLEDGEMENT OF ADDENDA
SOQ TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY MARCH 3, 2022 SECTION 1: ADDENDA PAGE 1 of 1
SECTION 1: ADDENDA
4LEAF acknowledges receipt of Addenda No. 1, dated February 24, 2022.
PROPOSAL TO PROVIDE PROJECT AND CONSTRUCTION MANAGEMENT SERVICES FOR DAILY CITY MARCH 3, 2022 SECTION 2: FIRM PROFILE AND PROJECT TEAM
SECTION 2
FIRM PROFILE AND PROJECT TEAM
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 2: FIRM PROFILE AND PROJECT TEAM PAGE 1 of 7 SECTION 2: FIRM PROFILE AND PROJECT TEAM
4LEAF was established in 1999 and incorporated in 2001 by experienced engineers and seasoned managers with a focus on providing Professional Engineering, CM, Public Works Inspection, Plan Review, Building Department Services, and Environmental Services to public agencies, government, and private clients with the goal of setting the industry standard for excellent custo mer service. 4LEAF is a Pleasanton‐based California “C” Corporation with approximately 275 employees and as a medium‐sized business, we have approaches to working with clients that are very different from those you might find when working with a large corporation. Rather than trying to be the biggest firm doing ev erything, our philosophy is to strive to be the best firm providing our clients with outstanding customer service and first‐rate engineering services.
Listed below are some of the services 4LEAF’s Team is qualified to perform. These services include CM, inspection, civil design, landscape architecture, materials testing and special inspection, an d contractor compliance.
Construction Management and Engineering Services
Prepare Construction Management
Plans
Prepare Project Management Plans
Prepare Inspection Plans
Provide Project & Program
Management
Perform Construction Inspections
Prepare Daily Inspection Reports
Verify Grades and Alignments
Review Traffic Control Plans
Perform Resource Agency
Coordination
Process Change Orders
Prepare As‐B uilt Drawings
Review Contractor Pay Estimates
Perform Biddability/Constructability Review
Review Contractor’s Certified Payroll
Provide on‐site coordination with utility
Perform Constructability Reviews
Review Progress Payments
Track Bid Item Quantities
Review Baseline Schedules
Perform Schedule Management
Coordinate between various project
stakeholders
Maintain complete and accurate project files
in accordance to Caltrans file and record
procedures, when required
Provide Cost Control
Coordinate Commissioning Services
Review Submittals & RFI’s
Monitor & Document Contractor’s
Compliance with Project Contract
Maintain Detailed Written and
Photographic Records of Site Activities
Track Equipment & Manpower
Perform Claims Analysis
Perform On‐Site Administration
Review Engineering Cost Estimates
Review Contractor Provided Traffic
Control Plans in Conjuction with
Caltrans, as required
Pr
ovide Contract dispute expertise
Provide ADA/Building‐Code Compliance
4LEAF’S TEAM FIRMS
4LEAF has assembled a qualified team to provide the City with PM and Construction services required for the Margate Park Improvements Project (“Project”). These teams include:
FIRM SERVICE
Gates + Associates (“Gates”) Conceptual Planning, Public Outreach, and Landscape Architecture
Bellecci & Associates (“Bellecci”) Civil Design
Wormhoudt, Inc. (“Wormhoudt”) As‐needed Skate Park Design Contractor Testing Services (“CTS”) Materials Testing and Special Inspection Contractor Compliance and Monitoring, Inc. (“CCMI”) Contractor Compliance
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 2: FIRM PROFILE AND PROJECT TEAM PAGE 2 of 7 MANAGING THE TEAM
4LEAF, as the Prime contractor, will be responsible for the efforts of all our Team Firms. 4LEAF has successfully worked with many independent contractors, subcontractors, and subconsultants to provide turn‐key client services. We are committed to being responsible for our Team Firm’s work and maintaining and recruiting staff who share our work ethic. We will coor dinate all activities of the Team and will keep the City informed through regular progress and budget reporting. We will identify and report any problem areas to the City as soon as they are recognized. 4LEAF will also be responsible for assuring that all Team Members’ work is in conforman ce with the City’s project policies and our Team’s procedures.
The success of any project depends heavily on the ability of our personnel and selected Team Members to meet rigorous standards of quality and schedule performance. We have selected our Team firms for this contract based on past and curr ent relationships, workmanship, business practices, timeliness, reliability, and fair pricing. Each of the firms on 4LEAF’s Team perform specialized or support services and were selected based on the quality of their services that fit into the overall solution, as well as their reputation for delivering on schedule and meeti
ng budgetary expectations. At 4LEAF, we work and treat subconsultants and subcontractors as an extension of 4LEAF staff and have successfully worked with a variety of team firms since our inception. These continuing long‐term relationships are built and based on excellent work, top‐notch professionalism, and the proven ability to meet our budge
ts and schedules.
4LEAF employs a variety of methods to successfully manage the effort of our Team firms, including developing, integrating, performing, and applying:
“Flow down” provisions in our subconsultant agreements, where each Team firm must comply with all provisions in the Prime Consultant’s contract.
Detailed sta tements of work with each Team firm so tasks to be performed are clearly delineated. Program schedules inclusive of the deliverables and supporting activities from each Team firm. Regularly scheduled reviews to track variances in the schedule and identify any other issues or concerns. “Hands‐on” relationships with a Team fi rm by fully integrating them within the project organization.
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 2: FIRM PROFILE AND PROJECT TEAM PAGE 3 of 7 TEAM FIRMS’ PROFILES
GATES + ASSOCIATES – CONCEPTUAL DEVELOPMENT, PUBLIC OUTREACH, AND LANDSCAPE ARCHITECTURE Gates is a women‐owned, SBE‐certified 30‐person Landscape Architecture, Urban Design and Land Planning firm located in Walnut Creek and established in 1977. Gates’s lasting success is due to its unique blend of strong design skills, sensitivity to the influence of environmental and cultural settings, understanding of construction realities, and true com
mitment to consensus building. The firm’s returning client base and numerous design awards reflect their commitment to innovative, high quality, and place‐sensitive urban design. To each design, Gates brings an understanding of the way a space is experienced and the creativity to craft a solution that is usable, sustainable, and bea
utiful.
During the past 43 years, Gates has worked with numerous municipalities on a variety of public projects, ranging from preparing conceptual plans through construction documents for park and playground rehabilitations to community outreach initiatives, streetscape improvements and accessibility upgrades. Gates is committed to creating memorable, yet functional spaces that me et recreational needs and priorities, all while carefully weighing the construction and maintenance costs inherent in design decisions.
Gates practices a design approach that facilitates the incorporation of community and agency input. Gates has extensive experience with diverse stakeholders who bring a variety of perspectives to the process. This pr ocess ‐
oriented approach and group facilitation techniques optimize the talents of their graphics professionals. As a leader in sustainable and inclusive design, Gates advocates for the integration of innovative and sustainable design practices, bringing extensive knowledge of stormwater best management practices (BMPs) and water efficient landscapes and a comprehensive portfolio of Leadership in Energy and Environment al Design (LEED) and Bay‐ Friendly projects.
BELLECCI & ASSOCIATES, INC. – AS‐NEEDED CIVIL DESIGN SERVICES Bellecci is a 38‐person Civil Engineering, Land Surveying, and CM / Inspection California Corporation that was established in 1983. Operating out of two Bay Area offices, Bellecci’s key staff includes licensed civil engineers, land surveyors, resident engineers, construction managers, and inspectors. Many of their key staff have been with the fir m for more than 15 years.
A sizable portion of Bellecci’s public sector work during the past two decades has included performing design, survey, and / or CM services for various Peninsula cities including Belmont, Burlingame, Colma, Half Moon Bay, Los Altos, Millbrae, Mountain View, Redwood City, San Carlos, San Bruno, San Ma teo, and South San
Francisco, as well as San Mateo County Parks.
Bellecci has provided a wide variety of civil engineering and survey services in support of dozens of park related projects during the past few decades. Bellecci has worked as the prime firm or provided services as a subconsultan
t for park improvement projects including park expansions, new parks, rehabilitations, spray parks, new restrooms, athletic fields, turf fields, and trail improvements. Bellecci is also experienced working with the stormwater aspects of park design including C3, detention, and stormwater management and has Qualified Stormwater Developers (QSDs)/Qualified Stormwater Practitioners (QSPs) on staff to de velop and monitor stormwater pollution prevention plans (SWPPP).
WORMHOUDT, INC. – AS‐NEEDED SKATE PARK CONSULTANT
Wormhoudt has more than 32 years of experience in the skate and bike park industry. This experience has given Wormhoudt the unique ability to provide facility designs that people want, while fulfilling operational
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 2: FIRM PROFILE AND PROJECT TEAM PAGE 4 of 7 requirements that public agencies and private client’s demand. Wormhoudt has successfully worked with Gates on numerous skate park projects.
CONSTRUCTION TESTING SERVICES, INC. – MATERIALS TESTING AND SPECIAL INSPECTION Founded in 1994, CTS has provided full service special inspection, material testing and engineering for nearly $30 billion in construction, ranging from transportation and site work to water resource projects, K‐12 schools and universities to laboratories and hospital facilities, civic centers and libraries to corporate office campuses, and hotels and pa rking structures to police and fire stations.
CTS’ 280+ member staff includes licensed engineers, inspectors and technicians who are experienced in all types of construction. CTS has established customer‐focused procedures, producing efficient, hands‐on project management, and its proactive, budget‐conscious management style provides its clients the ability to cost effectively complete projects while completing all aspects of the required inspe ctions per the approved plans and specifications; city, county, state and special district rules and regulations; and applicable Caltrans and California Building Code (CBC) requirements. CTS specializes in construction services that require resident inspectors who are multi‐disciplined in more than one construction technique.
CONTRACTOR COMPLIANCE AND MONITORING, INC. – CONTRACTOR COMPLIANCE AND MONITORING CCMI was formed in 2002 and remains a California corporation in good standing. CCMI currently has 19 employees and performs prevailing wage compliance work to public agencies, developers, and large prime contractors.
During this nearly 20 year period, CCMI has performed prevailing wage work on projects as small as $13,000 to as large as $2 billion. CCMI has perform
ed work on projects receiving only local funding, state funding, federal funding, and/or a combination of all types of funding. CCMI is familiar with Davis‐Bacon regulations as well California prevailing wage requirements.
CCMI’s staff have experience working on various parts of the construction i ndustry. One of CCMI’s managers
previously worked for the public works department with the City of Dublin, and another manager performed work and labor compliance for the building trades. Many of CCMI’s employees come from payroll accounting backgrounds involving construction and prevailing wage work, and more than half of CCMI’s employees hav e been with the company for 10 years or more. CCMI’s level of expertise in understanding construction, as well as prevailing wage requirements, lends itself to accurate and efficient compliance auditing on each project.
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 2: FIRM PROFILE AND PROJECT TEAM PAGE 5 of 7 ORGANIZATIONAL CHART
Contractor
Compliance &
Monitoring
Contractor
Compliance &
Monitoring Inc.
(CCMI)
Project Manager
Yvonne Nickles
4LEAF Principal‐In‐Charge
Gene Barry, P.E., QSD
4LEAF
Project / Construction
Manager
Chris Bryden
Materials
Testing &
Special
Inspections
Construction
Materials
Testing
(CTS)
Project
Manager
Jonathan Felts,
P.E.
Public
Outreach and
Landscape
Architecture
Gates +
Associates
(Gates)
Project
Manager
Melonie
(O’Sullivan)
Reynolds
As‐Needed
Design Support,
Civil Design
Bellecci & Assoc.,
Inc.
(Bellecci)
Project Manager
Anoop Reddy
Admal, P.E., QSD
As‐Needed
Skate Park
Design
Wormhoudt,
Inc.
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 2: FIRM PROFILE AND PROJECT TEAM PAGE 6 of 7 4LEAF STAFF QUALIFICATIONS
The ultimate success of any project depends on providing highly qualified staff that can work effectively in a team environment or individually. 4LEAF is proposing Gene Barry, P.E., as our Principal‐In‐Charge and Chris Bryden as Project / Construction Manager for providing PM, CM, contract administration, etc. from the conceptual phase to cons
truction completion for the Project. Brief team qualifications are described below, and resumes are provided immediately following this section. 4LEAF and its Team Firms will not substitute any key project personnel without the City’s approval.
Gene Barry, P.E,QSD ‐ Principal‐In‐Charge
Gene is a registered Civil Engineer in California and Nevada with more than 25 years of engineering and CM experience. He has experience as a construction manager, project manager, environmental engineer, field engineer, construction surveyor, soils tester, quality assurance inspector, design engineer, and serves as 4LEAF’s Principal‐in‐Charge (PIC) on nu merous 4LEAF Capital Improvement Projects. He has extensive PM experience including reviewing plans and specifications and their conformance to the project scope of work, developing and monitoring project schedules, establishing a project scope of work, performing bid evaluation and cost‐benefit analyses, preparing and evaluating detailed cost estimates, and monitoring project budg ets. Gene is a California Qualified SWPPP Developer (QSD), has extensive experience preparing storm‐water pollution prevention plans (SWPPP), and is very knowledgeable regarding the State of California’s General Construction Permit for stormwater discharges. Gene served as 4LEAF’s PIC / PM for the County of San Mateo Parks and Recreation Coyote Point Recreation Area Eas
t Promenade Rejuvenation Project, the $24M City of San Mateo North Shoreview Flood Improvement Project, and the $35M City of Sacramento’s McKinley Water Vault and Park Improvements Project, which are all projects that are similar in size and scope to the City’s Margate Park Improvements Project.
Gene was also 4LEAF’s PIC / PM for the $19M City of Pacifica Wet Weather Equalization Basin Project, and managed a multi‐member team of consultants including preparing the project conceptual design; preparing the engineering design; performing constructability reviews; performing a geotechnical investigation and developing a geotechnical investigation report; performing biological and ecological assessments an d monitoring; permitting, preparing the California Environmental Quality Act (CEQA) analysis and report; performing public outreach; performing public bidding and awarding of the project for construction; performing PM, CM, and inspection during construction; performing materials testing and special inspections; and performing project close‐out.
Chris Bryden – Pr
oject Manager / Construction Manager
Chris is a proficient construction project manager who has assisted in the oversight of multi‐million‐dollar construction projects with aggressive timelines and fluid and evolving project scopes. He is competent in Use Permit and Building Permit processes, AIA contract review, tracking RFI/submittals/daily logs using various cloud‐ based document control systems includi ng Procore, facilitating OAC meetings, ensuring adherence to critical path schedules, coordinating communication between Owners, architects, general contractors, jurisdictions, consultants, etc. Chris is strongly motivated to develop industry knowledge and project management domains that draw upon existing skill set and proficiencies. Through diverse life background and strong interpersonal skills, he has achi eved tri‐lingual fluency in English, Spanish, Russian, earned a master’s degree in psychology, successfully completed the United States Peace Corps (Ukraine), and has been a world‐touring musician. Chris also has solid foundational computer skills. Chris is currently 4LEAF’s Construction Representative for the County of San Mateo’s $5.5M Coyote Point Ea st Promenade Rejuvenation Project.
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 2: FIRM PROFILE AND PROJECT TEAM PAGE 7 of 7 TEAM STAFF QUALIFICATIONS
GATES + ASSOCIATES
MELONIE (O’SULLIVAN) REYNOLDS
Melonie has a B.A. in Landscape Architecture and has worked on a wide range of public and private projects from the creation of the project design, design development, cost estimation, construction document development and construction administration. She has managed a wide range of park design and master planning projects, while always understanding their unique issues. Her broad knowledge of public outreach and lscape design makes her an exceptional Project Manager and has added versatility to her design approach and successful management of all types of design projects. Melonie is well versed in the design of LEED, CHPS and Bay‐Friendly projects and is a Bay‐Friendly Qualified Landscape Professional. Melonie’s project experience includes the City of Daly City Parks and Open Space Master Plan and the City of Dublin Butterfly Knoll Park.
BELLECCI & ASSOCIATES, INC.
ANOOP REDDY ADMAL, P.E., QSD
Anoop is a registered Civil Engineer in California and is known for his outstanding design and project management skills for a wide variety of municipal Capital Improvement Projects (CIP) throughout Northern California. Anoop will serve as Bellecci’s Project Manager. He has been the lead engineer on many of Bellecci’s park and/or athletic field i
mprovement projects. Anoop is an expert with implementing and monitoring stormwater pollution control plans through his QSD/P credentials. Anoop has been the PM on park improvement projects for the Cities, Counties, and other agencies throughout Norther California such as the City of Dublin Fallon Sports Park, the City of Pleasanto n Bernal Park Expansion Ph. II, and the City of Santa Clara San Thomas Expressway / Monroe St.
Park.
CONSTRUCTION TESTING SERVICES, INC.
JONATHAN FELTS, P.E.
Jonathan has more than 17 years of experience in the construction industry with knowledge of a wide range of engineering related subjects including water resources, pipeline design, utility design, grading, cost estimating, land development, planning, commercial and residential site designs, SWPPP preparation, schedule management and multi‐discipline design teams. Jonathan is a project ma nager, field technician, and is responsible for overseeing all laboratory materials testing including concrete, rebar, soils, and masonry in CTS’ corporate laboratory in Pleasanton. Jonathan reviews soils reports as well as supervises laboratory and field tests according to the specific applicable standards. Jonathan also performs and manages engineering investigations, fiber wrap testing, floor flatness tes
ting, echo testing and analysis, brick shear testing and rebar, conduit and PT tendons locating.
CONTRACTOR COMPLIANCE AND MONITORING, INC.
YVONNE NICKLES
Prior to joining CCMI 15 years ago, Yvonne worked for the City of Dublin Public Works Department. Yvonne’s work is extremely accurate, and she has a focused attention to detail. She works well with contractors and can easily direct them to the written authority or regulation that covers their inquiry. She has worked on many proje cts with state and federal funding. She was the lead analyst/manager on the $2B California Valley Solar Ranch Project where she attended and successfully navigated the project through three federal audits over the course of the 2 year project. She is also the company’s Quality Control Manager an d oversees the staff in our Bay Area offices.
PROPOSAL TO PROVIDE PROJECT AND CONSTRUCTION MANAGEMENT SERVICES FOR DAILY CITY MARCH 3, 2022 SECTION 2: RESUMES
SECTION 2
RESUMES
1 of 4
Gene Barry, P.E.
Principal‐In‐Charge
Experience Summary
Gene has more than 24 years of engineering and project management experience. He has experience as a project manager, construction manager, environmental engineer, field engineer, construction surveyor, soils tester, quality assurance inspector, and design engineer. He has e xtensive project management experience including reviewing plans and specifications and their conformance to the project scope of work, developing and monitoring project schedules, establishing a project scope of work, performing bid evaluation and cost
‐ben
efit analyses, preparing and evaluating detailed cost
estimates, and monitoring project budgets. Gene is a California Qualified SWPPP Developer (QSD), has extensive experience preparing storm ‐wat er
pollution prevention plans (SWPPP), and is very knowledgeable regarding the State of California’s General Construction Permit for stormwater discharges.
Select Project Experience
City of Pacifica
FY 2019 – 2020 Slurry Seal Rehabilitation Project
Construction Manager
Gene was 4LEAF’s Construction Manager for this $500,000 project that performed crack sealing, slurry seal, bike lane improvements, revised traffic striping, and pedestrian signage improvements along Terra Nova Blvd, Oddstad Blvd, and Peralta Way. Gene managed 4LEAF’s Inspector and worked to resolve field issues; reviewed daily inspection reports; reviewed contractor submittals, RFIs, and pay applications; negotiated change order requests; and provided updates to the client.
County of San Mateo Public Works Department
Coyote Point Recreation Area East Promenade Rejuvenation Project PIC / Project Manager
Gene was 4LEAF’s PIC / Project Manager for this $5.5M project. The project include d c onstructing alterations to the shoreline and beach area facilities, enhancing shoreline protection features, constructing of flood protection features, creating a larger beach area, demolishing existing restrooms and constructing new facilities, constructing new parking lots, installing landscaping, and performing Experience
24 years
Registrations
Registered Civil Engineer, California,
No. 64174.
Registered Civil Engineer, Nevada,
No. 017520.
Education
B.S. Petroleum Engineering, 1986,
Montana College of Mineral
Sciences and Technology, Butte.
B.S., Physical Science/Physics, 1989,
Montana State University, Bozeman.
Certifications
California Qualified SWPPP Developer
(QSD) / Qualified SWPPP
Practitioner (QSP), No. 20145.
Nevada Certified Environmental
Manager (CEM), No. 2136.
40-hour OSHA HAZWOPER, including
8-hour annual refresher.
OSHA HAZWOPER Supervisor
Affiliations
Member, American Society of Civil
Engineers.
Member, Construction Management
Association of America
2 of 4
reconstruction of the eastern promenade area. Gene managed 4LEAF’s Construction Manager and Construction Representative staff assigned to the project.
City of Pacifica
Balboa Way Repairs Project
Principal‐In‐Charge / Project Manager
Gene was 4LEAF’s Principal‐In‐Charge and Project Manager for this 2.2 M project that included restoration of the entire extent of the residential area of Balboa Way between Anza Drive and Arguello Boulevard as well as private driveways. The project consisted of the replacement / repair of approximately 27,300 square feet (SF) of roadway asphalt, replacement of approximately 5,170 SF of sidewalk including curb and gutter, replacement of 10 private driveways, construction of four ADA curb ramps, replacement of approximately 630 lineal feet (LF) of 8‐inch‐diameter high density polyethylene (HDPE) sanitary sewer pipe (SDR 17) by open trench, replacement of approximately 155 LF of 24‐inch HDPE sanitary sewer pipe (SDR 17) by open trench, abandonment and relocation of approximatel y 720 LF of a 6‐inch‐diameter ductile iron water main line, replacement of approximately 90 LF of 18‐inch reinforced concrete pipe (RCP) storm drain line with 18‐inch HDPE (SDR 17) pipe by open trench, construction of three new sanitary sewer manholes, leak repair of seven existing sanitary sewer manholes, and re‐establishing sanitary sewer lateral tie ins.
City of Pacifica
Wet Weather Flow Equalization Basin Project
Principal‐In‐Charge / Project Manager
Gene was 4LEAF’s Principal‐In‐Charge and Project Manager for this $19 M project in which 4LEAF provided project management services during the design phase (including preparing a biddability and constructability review) and providing CM and inspection services for the construction phase. The project included a new 2.1‐million‐gallon wet weather equalization basin constructed to prevent discharge of untreated stormwater and sanitary sewer from the City’s sanitary sewer collection and conveyance system during peak storm events. Key components of the project included construction of a perimeter 3‐ foot‐wide slurry cutoff wall to between 60 and 70 feet below ground surface (bgs); excavation of 23,000 cyds of soil to 50 feet bgs; construction of a 2‐ft‐thick concrete inner liner wall; installation of 72 micropiles to 100‐ft bgs; installation of all mechanical piping, electrical conduit and wiring, motor control center bldg. w/ PLC panel, discharge pumps, explosive‐proof lighting, odor control piping, blowers, and GAC treatment vessel; restoration of parking lot including new sidewalks, lighting, and bio‐retention basins for surface stormwater runoff. Also included installation of 1,400 feet of 24‐inch HDPE pipe and construction of two diversion structures, and directional drilling of 200 feet of HDPE piping through existing easements between two residential homes. The project included extensive Public outreach activities and all work is being performed in compliance with the Mitigation Monitoring Reporting Program as required by the Mitigative Negative Declaration (MND) document prepared in accordance with the California Environmental Quality Act (CEQA).
Ci
ty of Sacramento Utilities Department
McKinley Water Vault Project Principal‐
In‐Charge
Gene is 4LEAF’s Principal‐In‐Charge of 4LEAF’s Team providing Project Management, Construction Management, and Inspection Services for the City of Sacramento Utility Department’s $35M Water Vault project. The project is being constructed to eliminate capacity‐related sanitary sewer overflows (SSOs) in the City’s combined storm and sanitary sewer collection system during the rainy season. The project has three main elements: (1) a 6‐million‐gallon‐capacity rectangular‐shaped underground water storage vault,
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(2) diversion structures and conveyance piping, and (3) upgrades to the existing park infrastructure including a new public restroom facility, upgrade jogging path, and new sports field. The water vault and pipelines are being constructed within McKinley Park and adjacent to established residential neighborhoods. 4LEAF’s Team is tasked with coordinating public outreach and maintaining public relations in conjunction with the City of Sacramento. 4LEAF is also coordinating and ensuring that the contractor is maintaining compliance with the various environmental mitigation measures. McKinley Park continues to remain open and utilized by the community during active construction.
City of Gilroy
First Street Water Main Replacement Project
Principal‐In‐Charge / Project Manager
Gene was 4LEAF’s Principal‐In‐Charge for this $6M waterline project that 4LEAF provided CM and Inspection services. First Street is a Caltrans‐operated roadway, so considerable coordination was required with Caltrans to obtain an encroachment permit for co nstruction. The project included installation of 8,050 l.f. of 24‐inch waterline, valves, and fire hydrants, tie‐in of new mains to existing mains; replacement of service laterals up to existing water meters; and replacement of water meters and water meter boxes where appropriate. Permanent trench paving was completed using a special Caltrans specification and inspections were performed per the 2015 Caltrans Standard Plans and Specifications.
Gene led 4LEAF’s team in performing a Biddability and Constr uctability (B&C) review of the 90% PS&E package for the project prior to construction.
City of Walnut Creek
Geary Road Improvements
Principal‐In‐Charge / Project Manager
Gene was 4LEAF’s Principal‐In‐Charge and Project Manager for the City of Walnut Creek Geary Road Improvement Project, which connects Pleasant Hill Road with Treat Boulevard, and serves as the only arterial connection between northwestern Walnut Creek and the Pleasant Hill BART station. The intent of the project was to improve overall transportation efficiency and pedestrian/bicycle safety through the construction of continuous dual left‐turn lanes, an on‐street exclusive bike lane, a pedestrian sidewalk, street parking, and landscaping. Most of the 18‐in. to 30‐in. PVC storm drain installat ion had to be redesigned due to multiple utility conflicts for the entire 4,000 l.f. of the project. Traffic signals at Buena
Vista Avenue and Pleasant Hill Road were modified and street lighting was also improved.
Resorts World Construction Dewatering Monitoring and Reporting Las Vegas, NV
Project Manager
Since 2007, Gene has been 4LEAF’s Certified Environmental Manager (CEM) for the Resorts World Las Vegas construction dewatering monitoring and reporting project. Gene is CEM responsible for the monitoring and reporting activities defined under the temporary construction dewatering permit issued by the Nevada Department of Environmental Protection (NDEP). Gene provides technical oversight of 4LEAF representatives for the collection of bi‐monthly flow rate measurements and collection of quarterly samples of the extracted groundwater prior to discharge to the approved storm drain inlets and submitting to a Nevada‐certified laboratory for analysis. Gene reviews the analytical data and compares against the permit limitations, prepares and certifies the quarterly discharge monitoring report submitted to NDEP; assisted the client by working with NDEP staff for preparation and approval of several 5‐year permits; prepared the extraction system’s Operations and Maintenance (O&M) Manual in accordance with NDEP requirements, and completed the US EPA’s DMR QA‐30 Study report for the site.
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City of Burlingame
California Ave. and Oak Grove Sanitary Sewer Rehabilitation Project Project Manager
Gene was 4LEAF’s Project Manager on this project where 4LEAF was providing construction management and inspection services to the City of Burlingame in support of their Phase 1 and 2 Sanitary Sewer Improvement and Rehabilitation Projects. The projects were performed in various areas of Burlingame’s business district, residential neighborhoods, and under portions of the Caltrain rail lines. Methods being utilized for repair and rehabilitation of sanitary sewer and storm drain lines and manholes included open‐ cut trenching, pipe bursting, and cured in‐place pipe (CIPP). Gene provided as‐needed technical assistance to field staff, reviewed daily field reports, and provided as‐needed environmental assistance during the course of construction activities.
University of California Berkeley
Richmond Field Station, Richmond, CA
Project / Construction Manager
Gene was the on‐site coordinator and technical consultant for the UC Berkeley Capital Projects department during the Phase 1 (Y2002), Phase 2 (Y2003), Phase 3 (Y2004), and future soil remediation activities at the Richmond Field Station. His responsibilities included performing reviews of various technical reports including a current conditions report, work plans, sampling and analysis plans, remedial action plans, implementation reports and project plans and specifications. Gene prepared the annual SWPPP compliance reports, revised the SWPPP as necessary, and performed SWPPP inspections. He prepared numerous written responses to the DTSC requests for information for historical remedial activities at the site. Gene represented the client in preparing and participating in cost recovery mediation with a nearby property owner. Gene facilitated the weekly project management team meetings, performed periodic presentati ons to various parties, and participated in monthly project strategy meetings. As the project’s construction manager, Gene reviewed and approved daily contractor reports, reviewed monthly progress payments, tracked bid item quantities, monitored and approv ed time and material tasks performed, performed baseline schedule review, tracked equipment and all volumes of materials excavated and imported to the site, and developed and updated final punch list items.
Chris Bryden
Project / Construction Manager
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Experience Summary
Chris is a proficient construction project manager who has assisted in the oversight of multi- million-dollar construction projects with aggressive timelines and fluid and evolving project scopes. He is c ompetent in Use Permit and Building Permit processes, AIA contract review, tracking RFI/submittals/daily logs using various cloud -based document control systems including Procore, facilitating OAC meetings, ensuring adherence to critical path schedules, coordinating communication between Owners, architects, general contractors , jurisdictions, consultants, a nd third parties . Through diverse life background and strong interpersonal skills, he has achieved tri-lingual fluency in English, Spanish, Russian, earned a master’s degree in psychology, successfully completed the United States Peace Corps (Ukraine), and has been a world-touring musician.
Select Project Experience
County of San Mateo Public Works Department
Coyote Point Recreation Area East Promenade Rejuvenation Project Construction Representative
Chris is 4LEAF’s Construction Representative for this $5.5M project. The project includes c onstructing alterations to the shoreline and beach area facilities , enhancing shoreline protection features , constructing of flood protection features , creating a larger beach area, demolishing existing restrooms and constructing new facilities, constructing new parking lots, installing landscaping, and performing reconstruction of the eastern promenad e area. Chris is responsible for providing daily inspections and documenting job-related activities; monitoring and documenting the contractor’s work for adherence to contract plans and specifications; coordinating with San Mateo Parks and Recreation staff; monitoring the contractor’s storm water pollution prevention protection BMPs; coordinating 4LEAF’s subconsultant, CTS, for special inspections and materials testing; r eporting all discrepancies requiring corrective actions to County of San Mateo staff; r eviewing contractor monthly pay requests and make recommendatio ns for payment; c oordinating with San Mateo County Parks biologist for periodic inspections, ensuring contractor’s compliance during bird breeding/nesting season, and mitigating issues that may impact project progression; coordinating and assisting with a lead- and asbestos-containing material survey that was performed by a 4LEAF subconsultant and assisting with developing suitable remedial action in a timely manner.
City of San Mateo
North Shoreview Flood Improvements Project
Construction Inspector
Chris performed construction inspections on behalf of 4LEAF for this $24M project that is being constructed to allow for more than 2,000 homeowners in surrounding neighborhoods to apply for a Federal Emergency Management Agency (FEMA) flood insurance exempti on. The project includes Experience
6+ years
Education
B.A. in Philosophy
University of California, Davis, 2004
M.A. in In Arts Philosophy
California Institute of Integral
Studies, San Francisco, CA, 2011
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constructing a temporary detour segment of the Bay Trail around the project locations and through the North Shoreview neighborhood; upgrading electrical controls, correcting structural deficiencies, installing backup power generation, installing new pump station outfalls, and increasing pumping capacities at the Coyote Point and Poplar Ave. pump stations; raising a 1,300-foot levee segment; and installing a riparian mitigation area along the permanently-altered streambed.
Meadowood Resort Pool and Fitness Center Renovation Project Napa, CA
Project Manager / Assistant Project Manager
Prior to joining 4LEAF, Chris performed project management for this $27M design-build pool and fitness center renovation. He successfully managed the project from permitting to close out, processed general contractor pay applications and consultant invoices, managed budgets, performed close communication with ownership, performed change order reviews, oversaw field meetings, and performed tracking of drawing sets and as-builts. Chris oversaw all aspects of the general contractor’s and owner- supplied subcontractor’s work; ensured coordination and communication between the project team; participated in Owner, architect, and contractor meetings; and prepared and reviewed bid analyses.
Yountville Homeowners Association Roofing Project
Yountville, CA
Assistant Project Manager
Prior to joining 4LEAF, Chris performed project management for this $15M re-roofing project. He oversaw the roofing contractor’s daily activities; monitored schedules; prepared agendas for weekly meetings ; performed punch item reviews; handled communication s between all homeowners, the roofing contractor, and the HOA manager; and ensured day-to-day follow up of project issues and concerns.
Stonefield Condominium Fire Rebuild Project
Santa Rosa, CA
Assistant Project Manager
Prior to joi ning 4LEAF, Chris performed project management for this $25M rebuild after the 2017 Tubs Fire devastated the neighborhood. He helped coordinate the rebuild of 10 buildings (30 airspace condos); ensured compliance with covenants, conditions, and restrictions (CC&Rs); monitored phasing of work and all subcontractors; and reported to HOA board president.
Ramsey & Associates
Project Coordinator / Project Manager
Prior to joining 4LEAF, Chris was responsible for delivering multiple projects on time a nd on budget for key customers. As project manager, he worked with the project teams on developing cost estimates and budgets, schedules, preliminary and on -going project scope development, bid -analyses, at -risk and contingency planning, reporting, cash flow analyses, purchase order execution, invoice management and project closeout. Chris provided strong team management of several project coordinators, accounting, and administrative staff. As a project coordinator, Chris effectively supported project teams to deliver project goals and high customer satisfaction via preparing status reports, monitoring approvals process, order tracking and delivery, supporting general contractors, freight forwarding & warehousing initiatives, and vendor int erface. Chris developed fluency in the procurement process and basic knowledge of all furniture, fixtures, and equipment product categories.
Anoop Reddy Admal, PE, LSIT, QSD, MSCE
Senior Project Manager, Principal
16 years experience • 15 years with Bellecci
MSCE: Univ. of Memphis, Memphis, TN
BSCE: Osmania University, Hyderabad, India
PE: CA 76008 | LSIT: CA 8256 | QSD: 23976
Anoop is known for his outstanding design and Project Management skills for a wide variety of municipal CIP projects throughout Northern California. He will serve as the Professional Engineer for this project. He has been the lead engineer on many of Bellecci’s park and/or athletic field improvement projects. Anoop is an expert with implementing and monitoring stormwater pollution control plans through his QSD/P credentials. Anoop has been the PM on park improvement projects for the Cities, Counties, and other agencies throughout Northern California as show in the list below.
MOST RELEVANT PROJECTS
Neptune Park • Alameda, City of
Ellis Lake Park & Restrooms • Concord, City of
Linda Vista Trail • Cupertino, City of
Moreau High School (Hayward) New Track, Turf Field • Diocese of Oakland Fallon Sport Park • Dublin, City of
Fallon Sport Park Cricket Fields • Dublin, City of
Arroyo Mocho Trail • Livermore, City of
Via Toledo Park • Hayward Area Rec. & Park District (HARD) Sorensdale Park • Hayward Area Rec. & Park District (HARD) Bernal Park Expansion Ph. II • Pleasanton, City of
Coleman Soccer Field (Original Concept) • San Jose, City of Memorial Park WTP / Water Lines • San Mateo County Parks San Tomas Expressway / Monroe St. Park • Santa Clara, City of Lake Solano Nature Center • Solano County Parks
Orchard Garden Park Expansion • Sunnyvale, City of
California Memorial Stadium Renovation (Utilities) • UC Berkeley Maxwell Field Parking Garage / Rooftop Soccer Field • UC Berkeley Project Duties
• Proposed Civil Project Manager
• Schedule & Budget
• Meetings with Designers
• Stakeholder Meetings (if needed)
• Oversee Creation of Civil PS&E
• Coordination with Team
MELONIE (O'SULLIVAN) REYNOLDS
ASSOCIATE PRINCIPAL
MELONIE (O'SULLIVAN) REYNOLDS has worked on a wide range of public and private projects from creation of project design, design development, cost estimation, construction document development and construction administration. She has a range of park design and master planning projects and is highly familiar with their unique issues. Her broad knowledge of landscape design makes her an exceptional Project Manager and has added versatility to her design approach and successful management of all types of design projects. Melonie is well versed in the design of LEED, CHPS and Bay- Friendly projects and is a Bay-Friendly Qualified Landscape Professional.
ARE AS OF EXPER TISE
• Project Management
• Construction Documents
• Community Design
• CAD Design
• Bay-Friendly Landscapes
• LEED Certification
• CHPS Certification
• Green/Sustainable Design
• Playground Structures
• Playground Safety
• ADA Requirements
• Synthetic Turf / Sports Fields
RE GIS TRATIONS
Landscape Architect #6573
California, Expiration: November 2023
Bay-Friendly Qualified Professional,
California 2013
Certified Playground Safety Inspector
PR OFE SSIONAL EXPERIENCE
Gates + Associates, 2004 – Present
EDUCATION
B.A, in Architecture,
Lehigh University, 2004
PR OFE SSIONAL AFFILIATIONS
BIA Bay Area Professional Women in
Building Council, President, 2012
BIA Bay Area Professional Women in
Building Council Board Member,
2008-2018
BIA Bay Area New Gen Chair,
2015-2019
RELEVANT PR O JEC T EXPERIENCE
PARK DE SIGN & MAS TER PLANNING
• Arden Park Recreation & Park District Master Plan, Sacramento, CA • Carmichael Parks Master Plan, Carmichael, CA
• Daly City Parks and Open Space Master Plan, Daly City, CA • Milpitas Parks and Recreation Master Plan Update, Milpitas, CA • Altamont Motor Sports Park Master Plan, Tracy CA
• Boulevard Art Master Plan, Dublin, CA
• Boulevard Greenbelt and Pedestrian Corridor, Dublin, CA • Boulevard Landscape Master Plan, Dublin, CA
• Boulevard Pocket Parks, Dublin, CA
• Butterfly Knoll Park, Dublin, CA
• Brody Ranch Park, Petaluma, CA
• Cannery Water Tower Park, Hayward, CA
• Contempo Park ADA & Accessibility Upgrades, Union City, CA • Hill Recreation Area, Novato, CA
• Imagine Playground, Dublin, CA
• Iron Horse Trail Pedestrian Bridge, Livermore, CA
• Logvy Park, Calistoga, CA
• Matt Garcia Community Park Master Plan, Fairfield, CA • Positano Trail, Dublin, CA
• Smith Field Park Master Plan, Half Moon Bay, CA
CONTRACTOR COMPLIANCE & MONITORING, INC
Project Manager: Yvonne Nickles worked for the public Works Department of the City of Dublin before joining CCMI, 15 years ago. She is extremely accurate and has focused attention to detail. She works well with contractors and can easily direct them to the written authority or regulation that covers their inquiry.
She has worked on many projects with state and federal funding. She was the lead analyst/manager on the California Valley Solar Ranch project ($2 billion) where she attended and successfully navigated the project through three federal audits over the course of the 2 year project. She is also the company’s Quality Control Manager and oversees the staff in our Bay Area offices.
Lynda Dubas , Sr, Analyst, has been with CCMI for over 8 years. She worked for a contractor who performed prevailing wage work before joining CCMI. She has worked on many small to mid sized projects for our Bay Area client base. Her ability to write reports and communicate the information reviewed and the potential deficiency of documents, makes it easy for contractor to provide corrections. Lynda is a graduate of the university of Pittsburgh, PA.
Anthony Jimenez is a new technician to CCMI. He typically provides data entry and routine tasks involving contractor registration, CSLB licensing and similar tasks. Prior to joining CCMI, Anthony worked for several casinos providing highly accurate and regulated accounting detail.
Jonathan L. Felts, PE
Associate Engineer/Laboratory Manager
Education
• BS, Civil Engineering;
California State University,
Chico (Focus: Construction and
Land Development)
Professional Registrations
• Professional Engineer,
California, No. C81078
• U.S. Army Corps of Engineers,
Construction Quality
Management for Contractors,
No. SPK511100165
• SWPPP 24 Hour Training
Certification, No. 080107-06
• Nuclear Gauge
• Floor Flatness Testing
• Impact Echo Testing
• Ground Penetration Radar
Testing
• Radar Testing
Affiliations
• American Society of Civil
Engineers
• Sustainable Land Development
International
• United States Green Building
Council
References
• Robert Foley
QC Manager, Cemex
925.249.6431
• John Dolan
Superintendent
Swinerton Builders,
925.586.7276
Years with CTS
11 Brentwood Civic Center
Mr. Felts has more than 17 years of experience in the construction industry. He is an experienced professional with knowledge of a wide range of topics including water resources, pipeline design, utility design, grading, cost estimating, land development, planning, commercial and residential site designs, SWPPP preparation, schedule management and multi-discipline design teams. He is responsible for overseeing all laboratory materials testing (i.e. concrete, rebar, soils, and masonry) in CTS’ corporate laboratory in Pleasanton, reviewing soils reports as well as supervising laboratory and field tests according to standards. Jonathan also performs and manages engineering investigations, fiber wrap testing, floor flatness testing, echo testing and analysis, brick shear testing and rebar, conduit and PT tendons locating.
Select Project Experience – Public/Private/Commercial
San Jose Earthquakes Stadium, San Jose, CA
Jonathan was the project management of the testing and inspection services for this $60M project. Construction consisted of a privately financed 18,000-seat major league soccer stadium and a 24,000 sf team office building built on a 14.5 acre site. The project consists of luxury suites, press box, and concessions, and features a steel structure with aluminum decking, CMU concourse buildings, metal panels, metal screening and a partial canopy. The office building’s steel structure with glass, metal panel and CMU skin consists of office space, team lockers and showers, coach and referee facilities, ticketing office, and physical therapy/training areas. CTS is providing special inspections and materials testing involving concrete, masonry, epoxy bolts/proof load, field welding, and earthwork compaction testing of the building pad and site work, as well as offsite steel shop inspections and complete laboratory testing and engineering services. CTS is conducting steel shop inspection services at Scuff Steel in Stockton, CA and BRB inspection at CoreBrace in West Jordan, Utah.
City of Brentwood, Civic Center and Garage, Brentwood, CA Jonathan oversaw various soils qualification tests for backfill analysis, theoretical maximum density lab testing and general soils QC on this project as a member of the CTS team. The Civic Center project included a 7,200sf council chambers building, a 55,000sf city hall, a 32,000sf community center and parking structure. All new structures meet the LEED Certified-level standards. The parking structure houses 280 stalls to accommodate the new civic center and patrons of the library and downtown.
The Armory, 1800 Mission Street, San Francisco, CA
With clinker brick exteriors, four octagonal towers, and 200,000 sf of space, this forbidding structure was built in 1912-14 as an arsenal for the U.S. National Guard, replacing one in the Western Addition destroyed in 1906. CTS provided multiple brick shear, mortar and existing concrete testing in the laboratory and in place for structural retrofit. In Jonathan’s role as lead inspector, he observed the contractor
Jonathan L. Felts, PE
Associate Engineer/Laboratory Manager
The Armory, 1800 Mission
(Photo courtesy Jack Leibman
and SF City Guides)
removing bricks and helped remove mortar for steel plates and gauge.
Jonathan participated in removal of bricks on existing wall for brick sheer test. The massive building was closed in 1976 when the National Guard moved to Fort Funston. With the building slated for demolition, community pressures culminated in its declaration in 1978 as a Class 2 Historic Landmark in the National Register of Historic Places. The building was purchased, renovated and opened in 2007 as a small film studio.
US Coast Guard, Sector Command Center, San Francisco, CA CTS was hired by the general contractor to provide special inspection and material testing for this project. CTS’ scope for this project includes inspections for concrete, fireproofing, field and steel shop welding, batch plant and soils. CTS is also providing testing for concrete, fireproofing density, non shrink grout and aggregates.
Jonathan monitored the testing and drilling of driven rockpiles for foundation support.
Select Professional Experience – Water/Wastewater
Distribution
San Francisco Public Utilities Commission, Alameda Siphon No. 4, Sunol, CA
Jonathan is staff engineer/laboratory manager for the Alameda Siphon No. 4 Project which consists of a 66-inch-diameter welded steel pipeline, constructed within Caltrans right of way, involving 310 feet of a seismically-designed special trench thicker-walled pipe in the fault rupture zone and a tunnel crossing under Alameda Creek. Other ancillary project components, including new valves on the existing siphons, ventilation improvements, chemical injection facilities, overflow pipe, road improvements at the intersection of Calaveras Road for construction access, and improvements to the bridge crossing Alameda Creek. CTS’ scope of work includes observations of placement of earthwork, masonry, field welding and all associated lab testing. Jonathan was responsible for welder qualification review, per AWS Structural Welding Code, in the lab which involved testing of technique, position and diameter of pipe.
Contra Costa Water District, On-Call Materials Testing Services, 2018
to Present, Concord, CA
Jonathan has provided project management services on our current on-call contract with the CCWD. Projects managed under Mr. Felts have been numerous and successful:
• Loop Canal Liner Repairs
• Margie Drive & Vicinity Main Replacement
• Johnson & Peach Main Replacement
• Midhill County Club Rehabilitation
• Canal Replacement Segments 3 & 4
• Terra Lane Main Replacement Project
• Arthur Road Main Replacement
• 18” Main Relocation
• Bollman WTP Chemical Storage Project
PROPOSAL TO PROVIDE PROJECT AND CONSTRUCTION MANAGEMENT SERVICES FOR DAILY CITY MARCH 3, 2022 SECTION 3: RELEVANT EXPERIENCE
SECTION 3
RELEVANT EXPERIENCE
SOQ TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY MARCH 3, 2022 SECTION 3: RELEVANT EXPERIENCE PAGE 1 of 13
SECTION 3: RELEVANT EXPERIENCE
4LEAF PROJECTS WITH SIMILAR SIZE AND SCOPE TO THE MARGATE PARK IMPROVEMENTS PROJECT A partial list of some of 4LEAF’s recent and current projects for which we have provided or are currently providing PM, CM, and/or inspection services is provided below followed by project descriptions for three (3) of the projects with similar components. Many of the projects listed are part of on -call contracts, and many of these projects are / were federally funded requiring very specific document control.
• City of Pacifica Wet Weather Equalization Basin Project. • County of San Mateo Parks and Recreat ion Coyote Point Recreation Area East Promenade Rejuvenation Project.
• City of San Mateo North Shoreview Flood Improvement Project. • City of Pacifica Serra Drive Storm Drain Outfall Repairs Project. • City of Sacramento McKinley Water Vault Project.
• City of Cupertino Apple Campus 2 Public Works Mitigation Improvement Projects. • City of Hollister Public Works Inspections.
• City of Gilroy Downtown Monterey Road Rehabilitation Project (federally funded). • City of Gilroy First Street Sanitary Sewer Rehabilitation Project. • City of Gilroy First Street Waterline Constructability Review and CM services (part of 4LEAF’s City of Gilroy On- Call Services Contract).
• City of Mill Valley Miller Avenue Streetscape Project (federally funded). • San Benito County On-Call Engineering Consultant Services for Various Public Works Projects.
The following three 4LEAF projects are similar in size, construction cost, and scope to the Margate Park Improvements Project.
Coyote Point Recreation Area East Promenade Rejuvenation Project County of San Mateo
Under 4LEAF’s on-call CM and Inspection contract with the County of San Mateo Parks and Recreation Department, 4LEAF and our subconsultants CTS and CCMI are provid ing part-time Construction Management, full-time Construction Inspection, Special Inspection and Material Testing, and Labor Compliance Monitoring services for this $5.5M project.
Construction began in late April 2021 and the project includes:
• Constructing alterations to the shoreline and beach area facilities.
• Enhancing shoreline protection features.
• Constructing flood protection features.
• Creating a larger beach area.
• Demolishing existing restrooms and constructing new facilities. • Installing new storm drain catch basins and pipelines, new water lines, and irrigation piping. • Constructing new parking lots, installing landscaping, and performing reconstruction of the eastern promenade area.
SOQ TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY MARCH 3, 2022 SECTION 3: RELEVANT EXPERIENCE PAGE 2 of 13
Services performed by 4LEAF’s Team include:
• Providing part-time CM services supporting the County’s PM. • Providing daily inspections and documenting job-related activities. • Monitoring and documenting the contractor’s work for adherence to contract plans and specifications.
• Coordinating with San Mateo Parks and Recreation staff. • Monitoring the contractor’s storm water pollution prevention protection BMPs.
• Coordinating 4LEAF’s subconsultant, CTS, for special inspections and materials testing.
• Reporting all discrepancies requiring corrective action to County of San Mateo staff.
• Reviewing contractor monthly pay requests and make
recommendations for payment.
• Monitoring labor law compliance of the contractor and subcontractor’s certified payrolls monthly.
• Coordinating with San Mateo County Parks biologist for periodic inspections, ensuring contractor’s compliance during bird breeding/nesting season, and mitigating issues that may impact project progression.
• Coordinating and assisting with a lead- and asbestos-containing material survey that was performed by a 4LEAF subconsultant. Assisting with developing suitable remedial action in a timely manner.
Client Name: County of San Mateo Key Personnel:
Client Contact #1: Anthony Lum, P.E., Sr. Engineer Gene Barry, P.E. PIC Client Address: 555 County Center, 5th Floor Gopi Chandran – Part-time CM Redwood City, CA Chris Bryden – Construction Representative Client Telephone: (650) 599-1491 Mike Mousseau – Inspector Client Email: [email protected]
Client Contact #2: Michelle Manalo Mason, Associate Engineer, PW Dept. (650) 599-1422
Contract Amount: $420,000
4LEAF’s Responsibility: $350,000
Project Dates: April 2021 – April 2022 (anticipated)
North Shoreview Flood Improvement Project
City of San Mateo
4LEAF and our Team firms SWCA and CTS are providing Construction Management, Construction Inspection, Biological Survey and Monitoring, Cultural Resource Monitoring, and Special Inspection and Material Testing services for this $24M project. Due to construction within the Bay and forebay, various agency permits include the Bay Conservation and Development Commission (BCDC), a California Department of Fish & Wildlife (CDFW) Lake and Streambed Alteration Agreement, the California Regional Water Quality Control Board (RWQCB), and the United States Army Corps o f Engineers (USACE) were obtained. Upon completion of the project, more than 2,000 homeowners in surrounding neighborhoods will apply for a Federal
SOQ TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY MARCH 3, 2022 SECTION 3: RELEVANT EXPERIENCE PAGE 3 of 13
Emergency Management Agency (FEMA) flood insurance exemption. Final site mitigation will include a riparian mitigation area along the permanently-altered streambed. Construction began in September 2020 and includes:
• Constructing a temporary detour segment of the Bay Trail around the project locations and through the North
Shoreview Neighborhood.
• Raising a 1,300-foot levee segment located between the San Mateo and Burlingame border off Airport Boulevard and
adjacent to the Peninsula Humane Society.
• Updating electrical controls, correcting structural deficiencies, installing backup power generation, installin g new pump station outfalls, and increasing pumping capacity at the Coyote Point and Poplar Avenue Pump Stations
• Installing trash capture devices.
Services being performed by 4LEAF’s Team includes:
• Ensuring all permits and access agreements with Agencies and 3 rd-party utilities were in place prior to
construction.
• Ensuring all biological and cultural resource requirements were in place. • Performing full-service Construction Management and Inspection services. • Providing daily inspections and documenting job-related activities. • Monitoring and documenting the contractor’s work for adherence to contract plans and specifications. • Performing compliance measures including biological monitoring for the Ridgeway Rail and cultural monitoring by members of the Muwekma Ohlone Tribe.
• Maintaining close collaboration between the City, design firm, contractor, and 4LEAF’s subconsultants.
Client Name: City of San Mateo Key Personnel:
Client Contact #1: Jimmy Vo, P.E., Sr. Engineer Gene Barry, P.E. PIC Client Address: 330 W. 20th Ave., San Mateo, CA Gopi Chandran –CM Client Telephone: (650) 522-7319 Chad Martin – Inspector Client Email: [email protected] Mike Mousseau - Inspector Chris Bryden - Inspector
Client Contact #2: Jana Cadiz, Associate Engineer
Client Telephone: (650) 522-7575
Client Email: [email protected]
Project Dates: August 2020 – ongoing
Contract Amount: $420,000
4LEAF’s Responsibility: $350,000
SOQ TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY MARCH 3, 2022 SECTION 3: RELEVANT EXPERIENCE PAGE 4 of 13
McKinley Water Vault Project
City of Sacramento Utilities Department
4LEAF provided Project Management, Construction Management, and Inspection Services for the City of Sacramento Utility Department’s $35M Water Vault project. The project was constructed to eliminate capacity - related sanitary sewer overflows (SSOs) in the City’s combined storm and sanitary sewer collection system during the rainy season. The project includes three main elements: (1) a 6 -million-gallon-capacity rectangular- shaped subsurface water storage vault, (2) diversion structure s and conveyance piping, and (3) upgrades to the existing park infrastructure including a new public restroom facility, upgrade jogging path, and new sports field.
The water vault and pipelines were constructed within McKinley Park and adjacent to established residential neighborhoods. 4LEAF’s Team coordinated public outreach and maintained public relations in conjunction with the City of Sacramento. 4LEAF also coordinated and ensured that the contractor maintained compliance with the various environmental mitigation measures. McKinley Park remained open and utilized by the community during active construction. Construction began in June 2019 , and a partial list of construction activities includes the following:
• Pre-construction nesting bird and roosting bat survey. • Provide cultural/archaeological resource training for mitigation measure. • Site demolition.
• Installation of wildlife exclusion fencing, storm water best management practices (BMPs), and perimeter security fencing.
• Installation and operation of a localized dewatering system. • Excavation of 66,000 cubic yards of soil for off-site reuse. • Installation of soil nail wall (300 nails) for temporary stabilization of excavation sidewalls.
• Construction of a 2-foot-thick reinforced concrete mat slab and 16 -inch- thick reinforced concrete walls.
• Approximately 800,000 lbs. of reinforcing steel (rebar) and 9,500 cubic yards of concrete will be used for project.
• Installation of approx. 400 ft. of 24-inch to 60-inch diameter RCP sanitary sewer conveyance piping.
Client Name: City of Sacramento Key Personnel:
Client Contact #1: James Yorita, P.E., Project Manager Gene Barry, P.E. – Principal in Charge Client Phone: (916) 808-1911 Gopi Chandran – Project Manager Client Email: [email protected] Jim Ewertsen – Construction Manager Client Address: 1395 35th Avenue Hassan Alkhatib – Construction Inspector Sacramento, CA 95822
Client Contact #2: Nina Buelna, P.E, Sr. Construction Engr.
Client Phone: (650) 599-1422
Client Email: [email protected]
Project Dates: June 2019 – March 2022
Contract Amount: $3,550,000 (approx.)
4LEAF’s Responsibility: $2,908,000
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BELLECCI PROJECTS WITH SIMILAR SIZE AND SCOPE TO THE MARGATE PARK IMPROVEMENTS PROJECT
BERNAL PARK PHASE II IMPROVEMENTS
City of Pleasanton
Construction of the Phase II improvements, completed
in October 2016, included a 38 -acre Oak Woodland
open space area with new trails, tree canopies, and
meadows to create a natural wilderness setting.
Bellecci was selected by Harris Design to provide the
grading, drainage, and surveying needed to design and
construct this $12M project. An asphalt and
decomposed granite pathway and trail system
meanders through the native woodland and grassland
open space and crosses three pedestrian foot bridges.
The bioswales and detention ponds provide for an on-
site storm dr ainage system to capture and treat
drainage from this expanded park.
Client Name: City of Pleasanton
Client Contact #1: Bill Harris, ASLA Key Personnel:
Client Telephone: (925) 931-5675 Daniel Leary – Principal / Sr. Project Manager (510) 647-3792 Anoop Admal -Project Engineer
Client Address: 200 Old Bernal Rd.
Pleasanton, CA 94566
Contract Amount: $765,000
Bellecci Fee: $175,000
SAN TOMAS EXPRESSWAY / MONROE ST. PARK
City of Santa Clara
Bellecci was hired to assist the landscape architect in designing a new 2+ acre park and community garden.
Our scope included providing design for 26 additional
spaces to create a 50+ space lot. The new park also
features a community garden, bocce ball court,
recreation facilities, and a new restroom building.
Construction Cost $3M
Contract Amount: $218,000
Bellecci Fee: $ 70,000
Client Reference #1 Client Reference #2
Huy Nguyen, P.E. Chuck Gardella
City of Sana Clara Gates + Assoc.
Project Manager Principal / Project Man.
(408) 615-3073 ( 925) 736-8176 x229
[email protected]
Key Personnel
Daniel Leary – Principal
Anoop Admal, P.E. – Project Engineer
Anthony Nguyen – Assistant Engineer
SOQ TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY MARCH 3, 2022 SECTION 3: RELEVANT EXPERIENCE PAGE 6 of 13
SIEMPRE VERDE PARK
City of San Leandro
Bellecci provided civil engineering and land surveying
services for this APWA award winning improvement
project. The park was rebuilt with new play structures, picnic tables, barbeques, restrooms, pathways,
basketball courts, exercise stations, and a smaller field with a new irrigation system. Bellecci was
responsible for Storm Water Control Plan / C3 design,
parking alternatives, final design, and all site utilities.
One key element of the design was coordinating the
storm drainage system with the existing pump station for the site. Bellecci reconfigured the new storm drain
system to reuse the existing pump and designed self - retaining & bioretention areas.
Construction Cost $.3 3M
Contract Amount: $218,000
Bellecci Fee: $ 70,000
Client Reference #1
Bill Harris, ASLA
Harris Design Group
755 Fogler Ave.
Berkeley, CA
(510) 647-3792
Key Personnel
Daniel Leary – Principal
Anoop Admal, P.E. – Project Manager
SOQ TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY MARCH 3, 2022 SECTION 3: RELEVANT EXPERIENCE PAGE 7 of 13
GATES’ PROJECTS WITH SIMILAR SIZE AND SCOPE TO THE MARGATE PARK IMPROVEMENTS PROJECT
HILL RECREATION AREA
City of Novato
As project prime, Gates led a multidisciplinary team that included civil, geotechnical and electrical engineers, to partner with the City of Novato Public Works Department to convert more than 6 acres of grass fields into a new recreation hub for the city. Located adjacent to a H ill Middle School and Margaret Todd Senior Center, the new facility includes a synthetic turf sports field, pickleball courts, bocce courts, new planting, storm water treatment, and accessibility upgrades. Gates was contracted with the City to provide proj ect management, design development, construction documents, and bidding & construction administration support. This project is one of the larger capital improvement projects in recent Novato history, with a construction budget of $6.4 million.
Client Name: City of Novato Gates’ Key Personnel:
Client Reference #1: Peter Skala, Assoc. Engineer Chuck Gardella. – Principal-in-Charge Client Phone #1: (415) 899-8237 Dylan Buterbaugh – Project Manager Client Reference #2: Christopher Blunk, Public Works Director Client Phone #2: (415) 899-8246 Project Dates: July 2018 – June 2021 Client Address: 922 Machin Avenue Contract Amount: $464,900 Novato, CA 94945
IMAGINE PLAYGROUND
CITY OF DUBLIN
This project involved the renovation of the existing
playground and restrooms at Dublin Sports Grounds to
create an inclusive facility serving all abilities. As project prime leading a multidisciplinary team that included civil, geotechnical, and electrical engineers and an irrigation consultant, Gates completed design and implementation of the park's new features, including an all- abilities interactive playground and picnic area, upgrad ed landscape, restroom, concession, and parking facilities. Pathways were improved for accessibility and connectivity to other park areas. Gates provided conceptual design, design development,
construction documents, and bidding and construction
administration support. During the design phase, the Gates project team facilitated outreach workshops to gather input from the community for the playground, which focuses on the foundations of development. This project was awarded a CPRS Award of Excellence in Design - Park Planning in 2021.
SOQ TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY MARCH 3, 2022 SECTION 3: RELEVANT EXPERIENCE PAGE 8 of 13
Client Name: City of Dublin Gates’ Key Personnel:
Client Reference #1: Michael Boitnott, CIP Project Manager. Chuck Gardella - PIC Client Phone #1: (925) 833-6630 Melonie Reynolds – Project Manager Dylan Buterbaugh – Job Captain
Client Reference #2: Rosemary Alex, Parks & Facilities Devel. Coord.
Client Phone #2: (925) 833-6646 Project Dates: Oct. 2018 – March 2021 Client Address: 100 Civic Plaza Contract Amount: $311,076 Dublin, CA 94568
LILA BRINGHURST COMMUNITY PARK
CITY OF FREMONT
Lila Bringhurst Community Park is a 2 -acre joint -use facility primarily used by the adjacent Lila Bringhurst Elementary School during school hours. As project landscape architect, Gates designed the outdoor spaces of this elementary school, which are open to the public during non -school hours. The school and adjacent park are seamlessly integrated to provide secure access to all park amenities, including a large lawn area bordered by a 10- feet wide loop concrete trail, shade structures, restroom, 4 -half court basketball courts, hardcourt play area, outdoor classroom with amphitheater seating, big kids play area, small kids play area, butterfly garden, and a 4 - feet high perimeter fence. A parent waiting area in front of the school also acts as a community gathering space.
The project required DSA approval, and through extensive collaboration with DSA, a community restroom at the park is accessible during peak use periods.
Gates was contracted with Quattrocchi Kwok Architects (prime consultant) to prepare a conceptual master plan.
For the park’s construction, Gates was contracted with Lennar to provide design development, construction documents, and construction administration services.
Client Name: City of Fremont Gates’ Key Personnel:
Client Reference #1: Roger Ravenstad, City Landscape Architect / Chuck Gardella - PIC Parks Planning & Design Manager Kimmy Chen – Project Manager Client Phone #1: (510) 494-4723 Todd Ainsworth – Construction Client Reference #2: Bill O’Brian, Sr. Project Manager (Lenar) Administration Lead Client Phone #2: (925) 327-8326
Client Address: 3300 Capitol Ave. Contract Amount: $229,435 Fremont, CA 94538
Project Dates: November 2014 – September 2021
SOQ TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY MARCH 3, 2022 SECTION 3: RELEVANT EXPERIENCE PAGE 9 of 13
LUCY AND CO. PROJECTS WITH SIMILAR SIZE AND SCOPE TO THE MARGATE PARK IMPROVEMENTS PROJECT
DEL RIO TRAIL
CITY OF SACRAMENTO , DEPARTMENT OF PUBLIC WORKS
In 2017, Lucy & Co. initiated public outreach for the 4.8 -mile Sacramento Del Rio Trail P roject for use by cyclists and walkers throughout south Sacramento neighborhoods. During the planning and environmental phase and the trail design phase, Lucy & Co. worked closely with stakeholder organizations including neighboring schools, neighborhood association leaders, project supporters and community leaders to glean insights about their ideas and concerns. They also conducted community workshops and neighborhood “office hours”.
Lucy & Co. developed a robust and transparent project website on the city’s website, FAQs, newsletters, fact sheets, environmental document summaries, reports, support letters and other information to address concerns and opportunities about right -of-way, encroachments, blight, safety, privacy, lighting, maintenance, and other trail issues. The project moved in a forward fashion and the details were strongly embraced.
Client Name: City of Sacramento Lucy & Co.’s’ Key Personnel:
Client Reference #1: Jesse Gothan. Lucy Crocker, Gabby Miller Client Phone #1: (916) 833-6630
Client Reference #2: Bill Shunk
Client Phone #2: (916) 808-2986
Client Address: 915 I St., Sacramento, CA 95814
Project Dates: 2017
Project Cost: $16.5 M
Contract Amount: $200,000
MCKINLEY WATER VAULT
CITY OF SACRAMENTO , DEPARTMENT OF UTILITIES
To comply with a NPDES permit and follow its Combined Sewer System Improvement plan, the City of Sacramento’s Department of Utilities was required to mitigate unsanitary sewer overflows in the river and eliminate street flooding in established East Sacramento neighborhood s. Through studies, Utilities identified McKinley Park’s baseball field as the best location for a large underground wastewater storage facility. Lucy was retained to manage the public outreach, initially prior to the design and environmental phases, and then during design and construction. Lucy & Co. was contracted through 4LEAF to perform Public Outreach services during the construction phase of the project. Although it was a highly controversial project, the key stakeholder groups, the media, environmentalist groups, community leaders and residents embraced the project, its benefits and the new park amenities.
.
Client Name: City of Sacramento Dept. of Utilities Lucy & Co’s’ Key Personnel:
Client Reference #1: James Yorita Lucy Crocker, Maris Storts Client Phone #1: (916) 808-1911
Client Reference #2: Brett Grant
Client Phone #2: (916) 808-1912
Client Address: 1395 35th Ave., Sacramento, CA 95822
Project Dates: June 2019 – March 2022
Project Cost: $32M
Contract Amount: $340,000
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SMUD – SUBSTATION E.
CITY OF SACRAMENTO
When contaminated soil was found on land SMUD was grading for construction, SMUD retained Lucy to develop a strategy and implement the activities to make the public aware of the project and how the contaminated soil would be managed in a safe manner. Lucy created an issue management plan; developed fact sheets and website information; and created public meeting formats and facilitated meetings. Although wary at first, the public was pleased about the forthright communications, that their input was considered and acted on , and that SMUD revised plans where possible.
Client Name: City of Sacramento Lucy’s’ Key Personnel:
Client Reference #1: Farres Everly Lucy Crocker, Meagan Luevano Client Phone #1: (916) 732-6478
Client Reference #2: Jamie Cutlip
Client Phone #2: (916) 732-5308
Client Address: 6301 S. St., Sacramento, CA 95817
Project Cost: $89 M
Contract Amount: $50,000
4LEAF PROJECTS REQUIRING MULTIPLE SERVICES
4LEAF has provided multiple services for many projects that included more than one phase. 4LEAF provided PM, CM and Inspection Services for the City of Pacifica’s Wet Weather $19M Equalization Basin Project . 4LEAF managed a multi-member team of consultants including preparing the project conceptual design; preparing the engineering design; performing constructability reviews; performing a geotechnical investigation and developing a geotechnical investigation report; performing biological and ecological assessments and monitoring; permitting, preparing the CEQA analysis and report; performing public outreach; performing public bidding and awarding of the project for construction; performing PM, CM, and inspection during construction; performing materials testing and special inspections; and performing project close -out. The construction value exceeded $5M collectively for tasks completed within this same contract.
4LEAF also provides PM, CM, and inspection services for the California Department of Parks and Recreation (DPR). 4LEAF has provided CM and/or inspection services for nearly 350 projects for California DPR during the last 18 years. Detailed project descriptions for these two projects are included below.
SOQ TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY MARCH 3, 2022 SECTION 3: RELEVANT EXPERIENCE PAGE 11 of 13
City of Pacifica Wet Weather Equalization Basin Project
4LEAF provided Project Management, Construction Management, and Inspection Services for the City of Pacifica’s $19M Wet Weather Equalization (EQ) Basin project. 4LEAF also provided Project Management and Constructability Review Services during the Geotech nical Investigation, Design, and California Environmental Quality Act (CEQA) Evaluation phases of the project. The project was constructed to eliminate capacity -related sanitary sewer overflows (SSOs) in the City’s sanitary sewer collection system during the rainy season. The project had two main elements: (1) a 2.1-million-gallon- capacity rectangular-shaped EQ basin and (2) diversion structures and conveyance piping. The project was selected as the “2020 Environmental Project of the Year by the San Francisco Section of the American Society of Civil Engineers (ASCE).”
The EQ Basin and pipelines were constructed adjacent to and within residential neighborhood s, and 4LEAF performed daily noise monitoring inside and adjacent to the project area and performed extensive public outreach. 4LEAF was responsible for coordination and ensuring contractor compliance of the CEQA Mitigation Monitoring and Reporting Plan as well as assisting in obtaining addendums to the CEQA document.
Project details included:
• Drilling and sampling activities by 4LEAF to perform in -situ waste characterization of the 23,000 cubic yards (cyds) of soil to be excavated for the EQ Basin.
• Installation of wildlife exclusion fencing, stormwater best management practices (BMPs), and perimeter security fencing.
• Construction of a perimeter sound wall adjacent to nearby residences. • Construction of a 3- foot-thick outer concrete cutoff wall (24 interconnected panels) to depths ranging between 50 and 70 feet below ground surface (bgs) around the perimeter of the EQ Basin structure. • Installation and operation of a localized dewatering system during construction of EQ Basin structure. • Site demolition and excavation of 23,000 cubic yards of soil for off-site disposal. • Installation of 72 micropiles to depths of 100+ feet bgs. • Construction of a 5 -foot-thick reinforced concrete mat slab and 2 -foot-thick inner concrete liner wall (connected structurally to outer concrete slurry wall with 7,200 epoxy-coated steel dowels). • Installation of all mechanical piping, electrical conduit and wiring, motor control center bldg. w/ PLC panel, discharge pumps, explosive-proof lighting, odor control piping, blowers, and GAC treatment vessel. • Restoration of parking lot, sidewalks, lighting, and bio-retention basins for surface stormwater runoff. • Installation of approx. 200 feet of 36-inch-diameter steel casing using jack-and-bore techniques. • Installation of 1,600 ft of fusion welded 24-inch-diamter HDPE gravity sanitary sewer conveyance piping using open trench, CIPP, and directional drilling techniques in a residential neighborhood and in easements between two existing houses.
Client Name: City of Pacifica Key Personnel:
Project Dates: Oct. 2015 – Feb. 2020 Gene Barry, P.E. – Project Manager Gopi Chandran – Construction Manager
Hassan Alkhatib - Construction Inspector
Mike Mousseau – Construction Inspector
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California Department of Parks and Recreation
4LEAF currently provides CM and inspection services for this statewide on- call CM services contract. 4LEAF has provided CM and/or inspection services for nearly 350 projects for California DPR over more than 18 years.
Our staff performs con tractor oversight, on -site administration; cost estimating and planning, reviews daily reports; develops contractor progress payments; tracks bid item quantities; performs baseline schedule reviews; we also coordinate activities between various project stakeholders; monitors the contractor’s compliance with project contract and project specifications; reviews submittals, supplements, and RFI’s; maintains detailed written and photo records of the site activities; and tracks equipment and manpower.
Our parks projects include new construction or renovation of park roadways, bridges, paths, trails, utility upgrades, facilities including visitor and education centers, restroom and bathing facilities, amphitheaters, entrance stations, historic sites and facilities, camping and picnic sites, cabins and lodging facilities. Since all new or renovated elements in the parks must be ADA compliant, our staff is well-versed in ADA standards , recommendations, and regulations for compliance with accessibility laws. We are familiar with ADA circulation allowances, space allowances, and reach ranges while still providing safe maneuvering and access for the disabled.
The following are sample State Parks projects we have supported:
• Portola Redwood State Park
• Half Moon Bay Repair Campfire Center
• Pismo State Beach Tenant Improvements
• Malibu Lagoon SB – Lagoon Restoration
• Morro Bay SP Campground & Day Use
• Mendocino Woodlands – Water System
• Chino Hills SP – Entrance Road/Facilities
• Big Basin Restroom ADA Upgrades
• Pier Ave. Restroom Facility
• Chino Hills SP – Visitor Center
• El Capitan State Beach Day Use CS
• Will Rogers SP Sewer System
• Folsom Lake SRA Beal’s Point ADA
• Clear Lake SP Lift Station/Telemetry
• Lake Perris SURCOM HVAC Replacement
• Mt. Diablo State Park – Roadway
Safety Improvements
• Carpentaria SB – ADA Improvements
• Big Basin Restroom ADA Upgrades
• Pier Ave. Restroom Facility
• Rehab of Crystal Cove Cottages
• Seacliff Drainage System Repairs
• Jack London Cottage Restoration
• ADA Rehab Peak Area Mt. Tamalpais
• Carmel River Lagoon Restoration
• Empire Mine Tunnel
• Cardiff Constructability Review
• Le Sage Restrooms
• Rehab of Stanford Mansion Grounds
• Restrooms at Humboldt Redwoods
• Candlestick Point SP - Yosemite Slough
• Angel Island Immigration Rehab
• Seacliff State Beach Accessibility Upgrades
• Calaveras Big Trees - Water System
• Donner MSP - High Sierra Crossing Museum
• Lake Perris - Septic Sys Improvements
• Folsom Powerhouse Stabilization
• Border Field SP Sediment Basins
• Rehab Historic House Will Rogers
• Parking Improvements Hearst Castle
• ADA Restrooms El Presidio
• Refugio Constructability Review
• Restoration Malibu Pier SP
• Eastshore Park Improvements
• El Morro Trailer Park Operation
Client Name: CA Department of Parks and Recreation Key Personnel Project Dates: 2005 – Ongoing Bert Gross, P.E. – PIC
Numerous Inspectors
The green arrows represent 4LEAF
projects at State Parks.
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The following is an example California State Parks Project:
Los Angeles State Historic Park – Planning and Phase I Development
4LEAF provided full CM, construction administration,
and inspection services for this $18M highly
anticipated project that transforms the State Historic
Park into a vibrant Urban Park in the heart of
downtown Los Angeles — fully activating the 32-acre
site on the edge of Chinatown.
The project include d a pedestrian thoroughfare
running throughout the park. The project installed
extensive topography and a cluster of native
plantings, and will become home to a long -gone
waterwheel system by artist Lauren Bon.
A pedestrian overlook was constructed on the northwest side of the p ark. The ramp is a slowly ascending spiral structure that elevates pedestrians, giving them a view of downtown on one side and mountains on the other.
The scope of work include d numerous improvements and visitor use amenities, including but not limited to site access, infrastructure, utilities, landscaping, bridges, visitor building and operation buildings with restrooms, interpretive elements, amphitheater, two parking lots and related facilities.
Specific amenities include a welcome pavilion which will be home to an interactive exhibition by UCLA's Interpretive Media Laboratory; and a pedestrian promenade where vendors can pull in for a farmer’s market, community events and other festivals. The project also creates a citrus grove and wetlands area.
A “Pug Mill” treated the contaminated soil so that it could be taken to a landfill. A total of 7,760 tons of soil was treated during the 5 days while the Mill was in operation. Project included 12’ wide sidewalks are being constructed in 200’ sections. On ce complete, over ¾ of a mile of sidewalks that the City of Los Angeles can use will have been constructed along the length of the 36+ acre Park.
Client Name: California Dept. of Parks and Recreation Key Personnel:
Completion Date: July 2017 Bert Gross, P.E. – PIC
Dave Ruth - Inspector
(5 additional Inspectors)
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DAILY CITY J UNE 21, 2022 UPDATED SECTION 4: PROJECT APPROACH, ORGANIZATION, AND LOCAL PRESENCE
SECTION 4
PROJECT APPROACH, ORGANIZATION,
AND LOCAL PRESENCE
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 4: PROJECT APPROACH, ORGANIZATION, AND LOCAL PRESENCE PAGE 1 of 14 SECTION 4: PROJECT APPROACH, ORGANIZATION, AND LOCAL PRESENCE
The following outlines 4LEAF’s updated methodology and approach for providing PM, Public Outreach, Conceptual Development, CM, and Inspection services for the Margate Park Improvement Project. This updated methodology and approach includes information provided in 4LEAF’s Addendum A that was submitted to the City on May 09, 2022, and follow‐up conversations with the City on June 06, 2 022.
The City has identified the following physical limitations that must be taken into consideration in developing the conceptual design for park improvements (see Figure 1). These limitations include:
eliminating the area of the former tennis court topping slab and concrete roof of the existing undergrou
nd concrete Water Reservoir 6B for potential use under the park improvements maintaining a 20‐foot‐wide access area around the immediate perimeter of the reservoir structure to facilitate future reservoir improvements and on‐going maintenance. maintaining the driveway entrance from Margate Street and through the exi sting parking lot area to various existing site features (pump station / clubhouse, electrical generator, communications / cell tower, etc.)
constructing a proposed water well and treatment equipment (location to be determined by the City).
The areas available for park improvements are the two sloped areas located to the east and west of th e existing reservoir structure. These areas are identified as “Area 1” and “Area 2” on Figure 1. Existing site limitations / scope constraints for Areas 1 and 2 include:
Area 1 Shown on Figure 1 – Steep Grades / Hillside Up to Adjacent Residential P roperties / Possible Encroachment up to Adjacent Parcels / Existing Tree and Vegetation Cover (see Figure 2):
Possible solutions: Excavate soil from hillside and perform site grading, construct retaining wall, integrate skatepark features or other improvements into existing topography.
Area 2 Shown on Figure 1 – Steep Grad es / Hillside Down to Adjacent Residential Properties / Possible Encroachment up to Adjacent Parcels / Existing Tree and Vegetation Cover (see Figure 3):
Possible solutions: remove trees and vegetation, import or excavate/off haul soil (depending on desired topography) and perform site grading, construct retaining wall, add steps an d integrate skate park features or other improvements into existing topography.
While these limitations will reduce the size and scope of park improvements that were identified in the City’s Parks and Open Space Master Plan dated March 2020, 4LEAF will utilize the following approach to manage, develop, and evaluate options for moving forward wi
th potential park improvements.
Figure 1 – Margate Park Infrastructure.
Existing Reservoir
Structure
350 ft x 250 ft
Parking Lot
Area
0.42 acres
Entire Res 6B Site
4.5 Acres
Proposed
Well Site
(Option #2)
Proposed
Well Site
w/
Treatment
(Option #1)
Sewer/ Storm piping
Waterline piping
DWWR Access Requirements (including 20‐ft wide accessways around tank perimeter) Electrical lines / Generator
Key:
Communications/ Cell Tower
Areas available for potential park improvements (approximate)
Figure 2. View of “Area 1” located to the west of existing Reservoir 6B structure.
Figure 3. Partial view of “Area 2” located to the east of existing Reservoir 6B structure.
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 4: PROJECT APPROACH, ORGANIZATION, AND LOCAL PRESENCE PAGE 5 of 14 PROJECT MANAGEMENT
4LEAF has 21+ years of extensive experience providing on‐call PM, CM, and Inspection services for our clients. 4LEAF will perform PM services throughout the following phases of the project:
Managing and performing Outreach and Conceptual Development.
Procuring and managing a design consultant for the Design Phase [e.g. preparation of pla ns, specifications, and estimate (PS&E) packages].
Managing the Public Bidding and Award of the Construction Contract.
Managing and performing Construction Management services during Pre‐Construction, Construction, and Post Construction activities.
The following provides additional information on the scope of services to be provided during the various ph ases of the Project.
OUTREACH AND CONCEPTUAL DEVELOPMENT PHASE
Our approach to managing and performing outreach and conceptual development will be to:
Develop and maintain a collaborative approach with various City staff and nearby residents.
Strategize with City and our Team firm Gates+Associates (“Gates”) staff on alternatives for overcoming the physical limitations of the site while still deliveri ng sustainable park improvements that will be embraced and utilized by the residents.
Proactively manage and participate in the Outreach and Conceptual Development activities with Gates staff.
Outreach will be performed by 4LEAF’s Project Manager and Gates staff to solicit input from City staff and the community about their wants and visions for the Margate Park site. Stake holder engagement will be the cornerstone of evaluating the project’s feasibility and developing the conceptual plan.
The overarching objective of performing Outreach is to ensure meaningful opportunities for the community and City staff to provide input that is inclusive and transparent. 4LEAF’s Project Manager and Gat es staff will
perform outreach efforts and engage stakeholders at key milestones and decision points where input is needed and harness various modes of participation to involve City staff and community members.
4LEAF’s Project Manager and Gates staff will work to ensure all potential stakeholders are identified early in th e
process. Using input from the City, we will develop a Stakeholder Register to identify potential project stakeholders. Stakeholder Engagement Plans would be produced to guide the process and would identify these stakeholders and outline their various levels of communication needs and preferences.
Potential stakeholders will include the various City de partments [e.g., Department of Library & Recreation
Services, Department of Water and Wastewater Resources (DWWR), Department of Public Works (DPW), etc.] and external stakeholders such as adjacent homeowners and local residents.
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 4: PROJECT APPROACH, ORGANIZATION, AND LOCAL PRESENCE PAGE 6 of 14 A Stakeholder Engagement Plan will be prepared as part of the Outreach activities. This plan will identify the means and methods that will be used to engage the various stakeholders. This includes a stakeholder matrix that will allow 4LEAF’s Project Manager to identify and track input from the various stakeholders (e.g., City staff, skate park co
mmunity, adjacent homeowners, broader Daly City community, etc.) and outline their various levels of communication, needs, and preferences.
The first round of outreach will focus on the big picture – what does the City and community want? 4LEAF’s Project Manager and Gates staff will host a meeting with City staff from various departmen ts to discuss their goals and objectives for the park improvements. This information will be compiled and summarized in a memorandum and provided to the City. We anticipate several internal iterations of this memorandum to address various City staff comments prior to finalizing the memorandum.
4LEAF’s Project Manager an
d Gate staff will perform Initial site assessments of input received from City staff and to ascertain the feasibility of various potential site improvements based on the site’s physical limitations.
Current options for site improvements include:
Skate park features
Dog run
Walking / jogging trail with exer cise stations
We will develop and distribute an online survey to the community and host a pop‐up event in the park to ask residents what park improvements they would like to see (while providing context about the site’s physical limitations). The on‐line survey and pop‐up event w ill only include “high level” or general options for potential park improvements for the community to provide input on. The input will be tabulated and analyzed by 4LEAF’s Project Manager and provided to the City.
Based on the input received in round 1 of outreach, 4LEAF’s Team will develo p a draft Conceptual Plan that
describes the proposed park improvements. If the draft Conceptual Plan includes adding skate park features in Areas 1 and 2 as shown on Figure 1, 4LEAF will procure the services of the following subconsultants:
Preliminary Civil Design Services (Bellecci and Associates) – evaluate the e ngineering feasibility of various site improvement options including: (a) performing site grading and constructing retaining walls to allow for construction of skate park features in Areas 1 and 2, and (b) evaluating potential impacts to
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 4: PROJECT APPROACH, ORGANIZATION, AND LOCAL PRESENCE PAGE 7 of 14 the existing water reservoir structure due to any site improvements and conferring with the City’s Water and Wastewater Resources design consultant, Brown and Caldwell.
Preliminary Geotechnical Investigation (Subconsultant – TBD) – 4LEAF will procure the services of a geotechnical consultant to perform a geotechnical investigation at the site to collect the necessary data and information on existing site conditions and engineering properties of the near‐surface and subsurface soils at the site. Using input from our Civil Design consultant, Bellecci, and the City’s Water and Wastewater Resources department’s design cons ultant, Brown and Caldwell, the geotechnical consultant will prepare a geotechnical investigation work plan that outlines the scope of the field investigation and the parameters and laboratory samples that will be collected and analyzed. A geotechnical investigation report will be prepared that summarizes the field activities, presents the findings and results for field observations/measurements and laboratory data, and prese nts recommendations and conclusions. Information from the geotechnical investigation report will be used by Bellecci in evaluating the engineering feasibility of constructing skate park features in Areas 1 and 2 and also potential impacts to the existing underground water reservoir structure. Information from the preliminary geot
echnical investigation will also be used as part of obtaining any City Building Department permits.
Preliminary Skate Park Consultant Services (Wormhoudt) – serve as our Team’s skate park consultant to evaluate the options or features that may be best suited for the site given the site constraints in Areas 1 and 2.
Key elements of the draft Conceptual Plan will be presented to the community using an on‐line survey and hosting a second pop‐up in the park event as the me ans to elicit their input and gather any concerns or questions the community may have. Based on the input received in outreach round 2, a final Preferred Conceptual Plan that takes into account the comments received from the online survey and pop‐up in the park will be prepared along with a rough‐order‐magni tude cost estimate for City review and approval.
The final Preferred Conceptual Plan will include renderings and general discussions of the proposed park elements and improvements. If requested by the City, 4LEAF’s Project Manager and Gates staff can present the plan to the City’s Recreation Commission and outline the outreach process and the i nput received, and how we
developed the preferred concept. The purpose of this presentation is to receive approval from the Recreation Commission prior to moving forward with any future phases of the project including preparing design documents, bidding the project, and constructing the project.
DESIGN PHASE
4LEAF has proven experience managing large, diverse teams for individual projects and on‐call contracts including the City of Pacifica EQ Basin project and the state‐wide PM and CM contracts with the California DPR held since 2003. Once the Preferred Conceptual Plan is finalized and approved by the City, 4LEAF’s Project Manager will manage the Project durin
g the Design Phase. 4LEAF will utilize our Team Firm Gates for landscape architecture services and procure the services of a civil engineering design firm.
4LEAF’s Project Manager will manage the design team by holding regularly‐scheduled team meetings to ensure the project remains on schedule and b
udget; identify any long‐lead‐time items (e.g. environmental permits or requirements, utility conflicts, etc.); maintain communication between the various project stakeholders; and manage the Civil Design firm through the development of bid packages (including conformed sets of plans and specifications and bid documents).
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 4: PROJECT APPROACH, ORGANIZATION, AND LOCAL PRESENCE PAGE 8 of 14 In general, the following items are typical tasks that may be performed as part of civil design services. These tasks will be refined after the Conceptual Development phase is completed.
Performing any follow‐up geotechnical investigations to the investigation performed during the Outreach and Conceptual Development Phase.
Performing topographic su rvey and identifying existing utilities. Performing storm water control / erosion control plan coordination. Preparing a demolition plan and wet utility plan as needed. Preparing a Basis of Design Report (i.e. 30% submittal). Preparing various iterations of the PS&E packages (e.g. 60, 90, 100%). 4LEAF will perform biddability and constructabili
ty (B&C) reviews on the various iterations of the PS&E packages and prior to Publicly bidding the project as described below.
4LEAF’s Team Firm, Gates will provide proactive design support and ensure the landscape architecture plans meet the needs and vision of the approved Conceptual Plan.
BID PHASE
4LEAF’s Project Manager will manage our Landscape Architect and Civil Design Team to provide bid phase services including preparing the bid documents, advertising the project for public bidding, holding a bid conference for prospective contractors (including preparing the agenda, maintaining sign‐in sheets, and preparing meeting minutes), preparing responses and clarifications to bi dder questions and issuing as‐needed addendum; assisting the City during the bid opening, reviewing contractor bids and responsiveness of the apparent low bidder with contract document requirements, making recommendations to the City for contract award, verifying the bonding and insurance held by the apparent low bidder and any subcontractors, assisting the City wi th issuing the notice to proceed (NTP) for the selected contractor, and develop the conformed set of project documents that will be issued for construction.
CONSTRUCTION MANAGEMENT AND INSPECTION SERVICES
Once the contract is awarded to the general contractor, the Margate Park Improvement Project will have three distinct elements or phases: Pre‐Construction, Construction, and Post‐Construction. The level of effort to provide CM services are dependent on the scope of the project that will be identified in the approved Conceptual Plan and these services will be re
fined at a later date. The following provides a general outline of typical CM services that are performed on Public Works projects.
PRE‐CONSTRUCTION PHASE
Following award of a construction contract, the 4LEAF Team will facilitate a pre‐construction meeting and provide agenda and meeting minutes to meeting attendees; work with the City’s PM to establish procedures for receiving, logging, and transmitting submittals, RFIs and requests for changes (RFC's); review and respond to requests for information (R FI’s and submittals, including the stormwater pollution prevention plan (SWPPP) or erosion control plan, contractor’s baseline schedule, and traffic control plan; attend meetings as required with the City, design team, and other project stakeholders; develop a Construction Phase Public Outreach Plan; identify labor compliance monitoring requirements, and document pre‐construction conditions with dig ital photographs and video. 4LEAF will procure the services of labor compliance firm to provide all necessary labor compliance monitoring services for the Project.
CONSTRUCTION PHASE
Prior to commencement of work, 4LEAF will verify all applicable resource agency permits have been received and the contractor has performed all the necessary work that is required including notification of affected stakeholders / residents, installation of Best Management Practices (BMPs) as per the approved SWPPP or erosion
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 4: PROJECT APPROACH, ORGANIZATION, AND LOCAL PRESENCE PAGE 9 of 14 control plan, and installation of once construction has begun, 4LEAF’s CM and inspection team will perform on‐ site inspections to check the quality and quantity of the work performed by all trades and guard the City against defects and deficiencies in the work by the contractor. As necessary, 4LEAF’s CM and inspection team w ill inspect construction means, methods, techniques, and sequences to evaluate the contractor's compliance with the intent of the construction documents and recommend necessary remedial action to the contractor as required.
In order to streamline the submittal review process for all parties, 4LEAF will review submittals prior to forwarding them to the designer, Bell ecci, to provide a “sanity check” of the submittal before the designer spends too much time reviewing the submittal that may not meet contract requirements. Bellecci will then support the 4LEAF team during construction by reviewing and responding to contractor submittals; reviewing and responding to RFI’s; preparing as‐neede d design clarifications; and reviewing and providing comments on change order requests received from the contractor.
Document Control
4LEAF proposes using the cloud‐based project documentation system, Procore, for logging, storing, and retrieving information pertaining to all technical, financial, and administrative aspects of the Margate Park Improvements Project. 4LEAF has managed projects with various publi c and private funding sources, including local, state, and federal funded projects that require strict adherence to federal and/or state guidelines for document control. We understand federally‐funded projects must comply with mandated Equal Employment Opportunity (EEO), Disadvantaged Business Enterprise (DBE), and labor compliance requirements. We u nderstand the importance of preparing “audit‐proof” documentation and filling out the project review checklists completely. We have experience in making sure all our documentation is complete, so if an audit does occur, we have the proper documentation to answer any audit question.
Progress Meetings
4LEAF’s Construction Manager will schedule, pre
pare agendas for, chair, and provide minutes for all meetings including the weekly progress meetings, periodic meetings with the City, as well as any additional stakeholder meetings that may be necessary to successfully complete the project.
The weekly progress meeting will be used to review the contractor’s 3‐week look ahead schedule (highl ighting
critical project activities, operations, and necessary coordination), open issues, status of submittals and open RFIs, deficient work, SWPPP concerns, and safety concerns.
Review Contractor Submittals
The contractor will be required to prepare detailed submittal items [such as phased traffic control plans, baseline schedule, erosion control plan or SWPPP, engineer ed or imported fill materials, pipe materials, concrete mix designs, etc.] prior to the start of construction. Using Procore, 4LEAF will manage all submittals and will perform a timely, thorough review of all submittals as they are submitted by the contractor prior to either approving the submittal for use on the pr oject or prior to forwarding them on to the designer for their review and approval. If a submittal needs to be reviewed and approved by the designer, our review prior to forwarding it to the designer of record will provide a “sanity check” of the submittal before the designer spends ti me reviewing the submittal.
The submittal log will be tracked, and status will be updated at each weekly progress meeting with “Ball in Court” status indicating whose action is required to move the submittal process along as efficiently as possible. We will also use Procore for receiving, tracking, and responding to all RFIs and other pr oject correspondence.
Construction Management, Field Inspection, and Quality Assurance 4LEAF’s on‐site Construction Manager / Inspector will observe and monitor the progress of the work in accordance with the plans, specifications, and contract documents and confirm they are in alignment with the construction
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 4: PROJECT APPROACH, ORGANIZATION, AND LOCAL PRESENCE PAGE 10 of 14 schedule; including work that affects any permits that have been issued for the project. Progress photos will be taken, and daily inspection reports will be prepared using the report format required or requested by the City.
The information on the daily reports will include but will not be limited to: weather, shift hou rs, traffic controls that are in place (both vehicular and pedestrian), SWPPP and/or erosion control measure conditions, work activities, labor and equipment hours, work complete, quantities, and other related information and discussions.
When appropriate, 4LEAF’s Construction Manager / Inspector will complete Weekly Statement of Working Days (WSWD) reports each week providing a sn apshot of the project progress including contract time elapsed, weather conditions, working and non‐working days counted for the week, time extensions, computation of current Estimated Completion Date (ECD), and controlling operations progress made for the week. As controlling operations are performed, 4LEAF’s Construction Manager / Inspector will colle ct certificates of compliance, AC weight tags, concrete batch tags, and bills of lading for materials delivered to the site. 4LEAF’s Construction Manager / Inspector will then compare these documents to the approved submittals before allowing the materials to be used on the project. Although the 4LEAF team would not be contrac ted to be the project safety officers; we would make the contractor aware of any unsafe condition that we notice on the job site throughout the life of the project.
4LEAF will do a thorough review of the contractor’s monthly progress payment requests to ensure the City is only paying for wor k completed each month. The monthly measurements and calculations will come from the quantities measured and reported on 4LEAF’s Construction Manager / Inspector’s daily reports. Before the start of construction, 4LEAF and the contractor will develop a procedure that is acceptable to the City for submitting and reviewing monthly progress paym ents and the final payment. We will review the contractor’s schedule of values for bid items and segregate them into a form that is acceptable to the City for reimbursement. The 4LEAF team will review the contractor’s payment requests and will compare them to the quantities calculated and measured on the Quanti ty Data Sheets. If payment for materials on hand is allowed in this contract, we will verify the materials on the job site, or coordinate with the contractor for source verification at the time of the payment request.
After 4LEAF and the contractor agree on the monthly progress payment am ount, 4LEAF’s Construction Manager / Inspector will prepare the final progress payment request using the form and procedure previously approved by the City (showing work completed each month, work completed to date, percentage complete for each item, and any applicable deductions to the net payment) for approval and execution by the City. Additionally, 4LEAF will provide a project progress summary in the monthly st
atus report. This summary will include percent of budget spent and percent of working days used.
4LEAF will procure the services of a materials testing and special inspection firm to provide all necessary materials testing and special inspections for the Project.
Public Outreach
4LEAF’s Tea
m firm Gates has extensive experience developing and providing public outreach services for park improvements projects similar to the Margate Park Improvements Project. We understand the need to communicate effectively with the public and nearby property owners, keep them informed of planned activities and when schedules cha nge, and address their concerns in a timely manner
Prior to construction, Gates can develop a Strategic Public Outreach Plan to include information that is developed during the design and bidding phase and align it with planned construction activities. The outreach plan will address the necessary outreach for each cons
truction activity based on their timeframes, level of impact, and location areas. The outreach plan will identify and help mitigate potential issues and/or concerns by reinforcing efforts to keep target audiences informed and aware of the impacts and the project need and benefits. Once
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 4: PROJECT APPROACH, ORGANIZATION, AND LOCAL PRESENCE PAGE 11 of 14 construction begins, the outreach plan, including any updates made throughout the project, shall be submitted to 4LEAF’s Construction Manager for review and approval prior to release.
Starting with the Pre‐Construction Phase and continuing throughout the Construction Phase, Gates staff will work with 4LEAF’s Construction Manager and City staff to develop ma terials for all construction outreach communications. The materials will help alert and inform stakeholders, the community, and various City departments and staff about construction impacts, duration of work and traffic delays and/or detours. Materials may include the following:
Fact Sheet. Create a construction Fact Sheet with the construction area map , anticipated timeline, construction impacts and reminders about the need for and benefits of the Project. Distribute the Fact Sheet through social media, e‐blasts, during stakeholder meetings, place in nearby cafes, shops, etc. Door hangers. Use to canvass area in advance of major construction activities such as mobilization, large materials deli
veries, and concrete pours. The door hangers can include check boxes for various activities such as temporary blocked driveway access, excessive noise, truck traffic, etc. Park signage. Update signs around the park to inform park users and nearby residents about planned construction.
Social media. Develop and post social media posts for the City to use on thei r preferred social media platforms. Posts will include construction alerts/updates and reinforce the need for and benefits of the Project. Gates staff, in consultation with 4LEAF’s Construction Manager, will also monitor engagement and respond as necessary. Social media calendars include Facebook, Twitter, and Nextdoor. Twitter posts can also targ
et traffic reporters.
Miscellaneous flyers/letters. Develop materials as needed for driveway closures, street closures, excessive noise, dust, and other information that will need to be hand delivered or sent to neighbors and stakeholder groups as needed during construction periods. Project Website (if necess ary).
Public forums and other advanced notices are a great start for the community at large; however, once construction begins it becomes more of an individual effort as any residents and businesses that will be directly impacted, and efforts are informed to minimize these impacts. Besides the initial site visit an d providing them with contact information, follow‐up visits are in order once the contractor’s 3‐week look‐ahead schedule is provided, and we know the exact dates of when work will directly impact their location. Individual businesses and residences need to know when they will be directly impacted and tha t we will listen to their concerns including that access to their residence will be maintained, traffic controls will be monitored and maintained throughout the project, construction noise will be minimized to the extent possible and only allowed during approved hours, access to parking will be maintained per the project’s requirements, etc. Th ey need to know we care about their concerns and will do whatever possible to minimize the impact.
Traffic Control
Traffic control is a key issue in maintaining safe conditions on any capital improvement project and keeping positive relations with the Public. Traffic control around the perimeter of the pa rk during construction will be
needed (e.g. material deliveries, off‐haul of demo’d materials, etc.).
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 4: PROJECT APPROACH, ORGANIZATION, AND LOCAL PRESENCE PAGE 12 of 14 4LEAF staff will coordinate with the contractor and any affected businesses and residents are notified in advance of scheduled work. Our staff will not only provide sufficient notification to businesses and affected parties of upcoming work and the work hours but will also ensure the contractor performs the work when scheduled.
4LEAF staff will routinely moni
tor the contractor’s traffic control measures and ensure they are in place before the start of each workday, maintained throughout the workday, and in place at the end of each workday. This will include ensuring the contractor provides all the required notification signage and the appropriate number of flagmen. If necessary, 4LEAF will re
quest police patrol to enforce safe traffic speeds during construction throughout the project limits.
Schedule Management
The 4LEAF Team will perform a detailed review of the contractor’s baseline schedule to ensure all the controlling operation’s durations, critical path, and order of work, follow a logical sequence to th e project completion. We
will then monitor the contractor’s progress throughout the project and compare it to their baseline schedule, so we can identify any deviations of the contract completion date as soon as possible; therefore, giving the contractor ample time to develop and present their plan on ge tting the project back on schedule.
To accomplish tasks in the time frame allotted and to further ensure the success of the project, we will do the following to provide good schedule management throughout the project:
We will consistently review and monitor the project schedule to ensure the contrac
tor is updating the schedule frequently and
providing 3‐week look‐ahead schedules. We will request updates as appropriate, and track delays or accelerations based on actual contractor operations.
We will continually assess critical project items to assist in determining the best use of schedule float in the contractors’ critical path method (CPM
) schedules to avoid down time.
We will coordinate regularly with the City regarding all construction activities and impacts to the baseline and 3‐week look‐ahead schedules.
We will recommend introducing various phasing options to deal with potential worst‐case scenarios in scheduling for the project, such as concurrent project delays, in clement weather delays, etc. We will include “what if” meetings as the project progresses; for example, what if we accelerate a portion of construction‐ how would that affect the overall CPM.
If schedule slippage occurs, we will immediately meet with the contractor to di scuss ways in which to accelerate
other portions of work. Another way to accommodate slippage in the schedule is to re‐sequence work to make up for lost time.
Cost Management
Progress payments from the contractor will be promptly reviewed, verified, and processed with recommendations for action. Payment requests, which must be returned to the contra ctor, will be returned with a written explanation of any deficiencies in the payment request. Other financial controls 4LEAF can provide include the following:
We will review the project budget continually, performing “what if” scenarios to better manage costs and cash flow as the project moves forward .
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 4: PROJECT APPROACH, ORGANIZATION, AND LOCAL PRESENCE PAGE 13 of 14 We will establish, implement, and maintain cost monitoring and control procedures. We will carefully document all information related to manpower, equipment, and time for extra or force account work.
Contract Modifications, Extra Work, Change Orders, and Claims 4LEAF will meet with the City to discuss utilizing any existing City ch ange order tracking systems that are currently in place as well as suggest protocols for use on a project. 4LEAF will provide the City with assurance that the contractor is not presenting requests for change orders that are already included in the original scope of the contract. Our Construction Manager / Inspector will mee t face‐to‐face with the contractor’s representative to gather more information on the nature of the potential change order. Quite often, a contractor only has a general knowledge of the plans and specifications and an item they feel is a change order may indeed be part of the pla ns and specifications.
We will ensure all potential changes and extra work requests to the contract have been reviewed and evaluated for cost and times impacts, and properly justify a response to the contractor. 4LEAF’s Project / Construction Manager will review requests for change orders and extra work requests from the contrac tor for contractual and technical merit and prepare independent cost estimates and schedule analysis for the proposed work. If directed by the City, 4LEAF can negotiate change orders on behalf of the City and prepare all required documents for execution by the City and the contractor. 4LEAF’s Project / Constr uction Manager will keep the City informed of the cumulative cost and time impacts to the contract through a CCO log that will be updated upon execution of each change order. 4LEAF will take no action without the review and approval of the City.
We pride ourselves on maintaining positive working relationshi ps with the contractors that we work with,
resulting in addressing most issues early enough to avoid potential claims. There will be times, however, that mutual agreements on issue resolution cannot be achieved. At that point the contractor may issue a Notice of Potential Claim. If we become aware of a potential clai m, 4LEAF will require the contractor to submit documentation supporting the claimed delay (including a time‐impact analysis).
The 4LEAF Team will compare the contractor’s initial baseline schedule, revised schedules, actual time of work activity, the contractor’s operational efficiencies, and the inspector’s daily reports to determine the source an
d contractual responsibility for all delay claims. If the analysis results in a resolution that favors the contractor’s stance on the issue, a CCO will be recommended. If this action does not adequately resolve the potential claim, 4LEAF’s Construction Manager will generate and compile all backup data, copies of reports and co rrespondence that pertain to the Notice of Potential Claim on the issue.
We will include this backup data in a claim settlement report package in case the contractor goes through a claim on the unresolved issue. All such packages will be forwarded to the City with a cover letter with the facts as 4LEAF sees them and reco
mmend actions, if any. A log of
Notices of Potential Claims will be prepared and updated for discussion at regular City meetings and/or weekly progress meetings. We will work with the contractor on every unresolved issue throughout the life of the project with the goal of coming to a mutually agreeable res olution with the contractor prior to it escalating to higher levels of management.
PROPOSAL TO PROVIDE PROJECT AND CM SERVICES FOR THE CITY OF DALY CITY J UNE 21, 2022 UPDATED SECTION 4: PROJECT APPROACH, ORGANIZATION, AND LOCAL PRESENCE PAGE 14 of 14 POST‐CONSTRUCTION PHASE
4LEAF’s staff will perform post‐construction and contract closeout including physical closeout, document closeout, and fiscal closeout.
Physical closeout will include inspections for both Substantial Completion and Final Completion.
Document closeout will include assembling and transferring the required contract files from 4LEAF to the City when the contract is complete. Documents typically in clude project correspondence; change orders and change notices; RFIs and submittals; claims; As‐Built drawings (to be prepared by Bellecci based on red‐lined drawings supplied by 4LEAF’s Project / Construction Manager and the contractor); and guarantees, manuals, and warranties from manufacturers, as appropriate. Fiscal closeout will include the review of contrac t administration (submittal log, RFI log, punch lists, etc.), accounting, and financial functions to confirm they are coordinated with physical closeout functions to ensure that no outstanding financial liability is present after the final payments / retentions are made to the contractor.
PROPOSAL TO PROVIDE PROJECT AND CONSTRUCTION MANAGEMENT SERVICES FOR DAILY CITY MARCH 3, 2022 SECTION 5: APPX C
SECTION 5
APPX C
January 2022
Firm Name: 4LEAF, Inc.
Projects Proposed CM In-house
Phase Conceptual Outreach PS&E Needed "In-house"
Advertise
and Award
CM Firm
Needed "In-house"
Firm's Program Manager's
Responsibility
Coordinate
and/or
hire/manage
consultant
Coordinate
and/or
hire/manage
consultant
Hire/manage
design
consultant
Self-perform Self-perform Hire/manage
CM consultant
Self-perform
PROJECT Project Element (if applicable)
MARGATE PARK IMPROVEMENTS
Required Required Required Required Approach TBD OR Approach TBD Yes Yes
SERRAMONTE LIBRARY IMPROVEMENTS
HVAC & Built-up-roof
Replacement Required Required Approach TBD OR Approach TBD No No ADA Upgrades, Elevator, &
Energy Efficiency Required Required Approach TBD OR Approach TBD No No
CITY HALL HVAC REPLACEMENT & CIVIC CENTER GENERATOR REPLACEMENT HVAC Replacement Required Required Required Approach TBD OR Approach TBD No No Civic Center Generator
Replacement Required Required Required Approach TBD OR Approach TBD No No
CIVIC CENTER NORTH HVAC ROOFTOP UNIT REPLACEMENT & CIVIC CENTER NORTH TENANT (HR) IMPROVEMENTS HVAC Rooftop Unit Replacement
and Controls Upgrade
Required Required Approach TBD OR Approach TBD No No Tenant (Human Resources)
Improvements Required Required Required Approach TBD OR Approach TBD No No FIRE STATION 94 HVAC UPGRADE, BREAKROOM INSTALLATION, SLEEPING QUARTERS UPGRADE, & TRANING CENTER REMODEL HVAC Upgrade Required Required Approach TBD OR Approach TBD No No Breakroom Installation, Sleeping
Quarters Upgrade, & Training
Center Remodel
Required Required Required Approach TBD OR Approach TBD No No
DOELGER ART CENTER HVAC & ROOF REPLACEMENT
Required Required Approach TBD OR Approach TBD No No
WAR MEMORIAL HVAC REPLACEMENT
Required Required Approach TBD OR Approach TBD No No
BAYSHORE EMERGENCY GENERATOR REPLACEMENT
Required Required Approach TBD OR Approach TBD No No
City of Daly City
Capital Project Swarm
Various Facility, Park, Library and Other Improvements
Make Selections Here
Are You Providing
Qualificiations to,
and proposing to
Self-perform CM "In-
house"?
APPENDIX C - PROJECT ELEMENTS, REQUIRED SCOPE, AND FIRM'S PROPOSED INVOLVEMENT Design Construction Management Is the Firm Proposing on This Project or This
Element of the Project?
(All "Other" selections
shall be explained on an
additional page in the
proposal)
PROPOSAL TO PROVIDE PROJECT AND CONSTRUCTION MANAGEMENT SERVICES FOR DAILY CITY M ARCH 3, 2022 SECTION 6: 10Q
SECTION 6
EXHIBIT 10‐Q
ATTACHMENT A
ADDENDUM A SUBMITTED TO THE CITY ON MAY 9, 2022
Engineering Construction Management Inspection Plan Check
2126 Rheem Drive Pleasanton, CA 94588 Phone (925) 462-5959 8896 North Winding Way Fair Oaks, CA 95629 Phone (916) 965-0010 City of Daly City May 09, 2022
Kevin Fehr, P.E.
City Engineer
333 90th Street
Daly City, CA 94015
Submitted via E‐mail as Acrobat PDF Document to [email protected]
Subject: Revised Scope of Services to Provide Project Management Services for the City of Daly City’s Proposed Margate Park Improvements Project.
Dear Mr. Fehr,
4LEAF, Inc. (4LEAF) is excited to have the opportunity to submit our revised scope of services to provide Project Management services for the City of Daly City’s (“City”) proposed Margate Park Improvements Project (“Proj
ect”).
As outlined in your E‐mail to Gene Barry with 4LEAF dated April 18, 2022; the City has decided to move the 4LEAF Team forward in the selection process for providing Project Management services for the Project but requested the following clarifications and additional inform ation:
The City does not intend to move forward with the entirety of the additional services outlined in 4LEAF’s proposal dated March 03, 2022, and presented during our interview with the City on April 14, 2022. The City is interested in considering additional services proposed by 4LEAF for the following phases:
Outrea
ch to City staff and the Public
Conceptual Development
Project Management
This letter acknowledges that 4LEAF’s services will not include performing full design services at this time aside from the Project Manager’s role as specified in the City’s RFP.
The City’s RFP did not specifically identify the potential physical limitations on the Margate Park site. These potential physical limitations were subsequently provided as two Word document attachments and summarized in the City’s April 18th E‐mail. These limitations include:
the former tennis court topping slab and concrete roof of the existing underground concrete Water Reservoir 6B will not be available for use under the park improvements maintain 20‐foot‐wide access around the immediate perimeter of the reservoir structure to facilitate future reservoir improveme nts and on‐going maintenance maintain access to the site from Margate Street using the existing driveway entrance and parking lot to various existing site features (pump station / clubhouse, electrical generator, communications / cell tower, etc.)
future construction of a proposed well site with treatment equipment (location to be determined by the City).
Revised Scope of Services to Provide Project Management Services for the Proposed Margate Park Improvement Project
2126 Rheem Drive Pleasanton, CA 94588 Phone (925) 462-5959 8896 North Winding Way Fair Oaks, CA 95629 Phone (916) 965-0010 The City has requested that 4LEAF provide a written acknowledgement in the form of a 1 to 3 page addendum to elaborate on 4LEAF’s approach to overcoming these challenges. This information is provided in the attached Addendum A to this letter.
4LEAF appreciates the opportunity to provide the included information as part of the City’s evaluation of selectin
g a consultant to provide Project Management services for the Margate Park Improvement project. If you have any questions, please do not hesitate to contact me by phone at (925) 462‐5959 or by email at [email protected].
Respectfully submitted,
4LEAF, Inc.
Gene Barry, P.E.
Vice President
Attachment A – Addendum Outlining 4LEAF’s Approach for Providing Project Management Services.
Construction Management Inspection Plan Check Planning
ADDENDUM A
4LEAF’S APPROACH FOR PROVIDING PROJECT MANAGEMENT SERVICES
4LEAF, Inc. (4LEAF) is excited to remain in consideration by the City of Daly City (“City”) for the Margate Park Improvements project. Based on information provided in an E‐mail from the City to 4LEAF dated April 18, 2022, and a subsequent phone call on April 19, 2022, between the City and 4LEAF, we understand
there are existing and future physical limitations that must be taken into consideration in developing the conceptual design for park improvements (see Figure 1). These limitations include:
eliminating the area of the former tennis court topping slab and concrete roof of the existing underground concrete Water Reservoir 6B for potential use under the park improvements maintaining a 20‐foot‐wide access area around the immediate perimeter of the reservoir structure to facilitate future reservoir improvements and on‐going maintenance. maintaining the driveway entrance from Margate Street and through the existing parking lot area to various exist
ing site features (pump station / clubhouse, electrical generator, communications / cell tower, etc.)
constructing a proposed water well and treatment equipment (location to be determined by the City).
The areas available for park improvements are the two sloped areas located to the east and west of the existing reserv
oir structure. These areas are identified as “Area 1” and “Area 2” on Figure 1. Existing site limitations / scope constraints for Areas 1 and 2 include:
Area 1 Shown on Figure 1 – Steep Grades / Hillside Up to Adjacent Residential Properties / Possible Encroachment up to Adjacent Par cels / Existing Tree and Vegetation Cover (see Figure 2):
Possible solutions: Excavate soil from hillside and perform site grading, construct retaining wall, integrate skatepark features or other improvements into existing topography.
Area 2 Shown on Figure 1 – Steep Grades / Hillside Down to Adjacent Res idential Properties / Possible Encroachment up to Adjacent Parcels / Existing Tree and Vegetation Cover (see Figure 3):
Possible solutions: remove trees and vegetation, import or excavate/off haul soil (depending on desired topography) and perform site grading, construct retaining wall, add steps and integrate skate park features or other improvements in to existing topography.
While these limitations will reduce the size and scope of park improvements that were identified in the City’s Parks and Open Space Master Plan dated March 2020, we will utilize the following approach to manage, develop, and evaluate options for moving forward with potential park improvement s by performing:
Project Management
Outreach to City staff and the Community
Approach for Providing Project Management Services for the Margate Park Improvements Project
Conceptual Development of proposed park improvements
PROJECT MANAGEMENT
4LEAF’s approach for performing Project Management services during the Outreach and Conceptual Development phases of the project will be to:
Develop and maintain a collaborative approach with various City staff and local residents.
Strategize with City and Gates+Associates (“Gates”) staff on alternatives for overcoming the physical limitations of the site while still delivering sustainable park improvements that will be embraced and utilized by the residents.
Proactively manage and participate in the Outreach and Conceptual Development activities with Gates staff.
OUTREACH AND CONCEPTUAL DEVELOPMENT
Outreach will be performed as a collaborative planning process that solicits input from City staff and the community about their wants and visions for the Margate Park site. Stakeholder engagement will be the cornerstone of evaluating the project’s feasibility and developing the conceptual plan.
The overarching objective of performing Outreach is to ensure meaningful opp ortunities for the community and City staff to provide input that is inclusive and transparent. 4LEAF’s Project Manager and Gates staff will perform outreach efforts and engage stakeholders at key milestones and decision points where input is needed and harness various modes of participation to involve City staff and community memb
ers.
4LEAF’s Project Manager and Gates staff will work to ensure all potential stakeholders are identified early in the process. Using input from the City, we will develop a Stakeholder Register to identify potential project stakeholders. Stakeholder Engagement Plans would be produced to guide the process and would identify these stakeholders and outline th
eir various levels of communication needs and
preferences.
Potential stakeholders will include the various City departments [e.g., Department of Library & Recreation Services, Department of Water and Wastewater Resources (DWWR), Department of Public Works (DPW), etc.] and external stakeholders such as adjacent homeowners and local residents.
A Stakeholder Enga
gement Plan will be prepared as part of the Outreach activities. This plan will identify the means and methods that will be used to engage the various stakeholders. This includes a stakeholder matrix that will allow 4LEAF’s Project Manager to identify and track input from the various stakeholders (e.g., City staff, skate park commu nity, adjacent homeowners, broader Daly City community, etc.) and outline their various levels of communication, needs, and preferences.
The first round of outreach will focus on the big picture – what does the City and community want? 4LEAF’s Project Manager and Gates staff will host a meeting wi th City staff from various departments to
discuss their goals and objectives for the park improvements. This information will be compiled and summarized in a memo and provided to the City.
4LEAF’s Project Manager and Gate staff will perform Initial site assessments of input received from City staff and to ascertain the fe
asibility of various potential site improvements based on the site’s physical limitations. Current options for site improvements include:
Approach for Providing Project Management Services for the Margate Park Improvements Project
Skate park features
Dog run
Walking / jogging trail with exercise stations
We will develop and distribute an online survey to the community and host a pop‐up event in the park to ask residents what park improvements they would like to see (while providing context about the site’s physical limitations). The on‐line survey and pop‐up event will only include “high level” or general options for potential park improvements for the community to provide input on. The input will be tabulated and analyzed by 4LEAF’s Project Manager and provided to the City.
Based on the input received in round 1 of outreach, 4LEAF’s Team will develop a draft Conceptual Plan that describes the proposed park improvements. If the draft Conceptual Plan includes adding skate park features, 4LEAF will procure the services of Wormhoudt Inc. (“Wormhoudt”) to serve as our Team’s skate park consultant to evaluate the options or features that may be best suited for the site given the site constraints. Wormhoudt has been designing skate parks since 1963 and has successfully worked with Gates on numerous skate park projects.
Key elements of the draft Conceptual Plan will be presented to the community using an on‐line survey and hosting a second pop‐up in the park event as the means to elicit their input and gather any concerns or questions the community may have. Based on the input received in outreach round 2, a final Preferred Conceptual Plan that takes into account the comments received from the online survey and pop‐up in the park will be prepared along with a rough‐order‐magnitude cost estimate for City review and approval.
The final Preferred Conceptual Plan will include renderings and general discussions of the proposed park elements and improvements. If requested by the City, 4LEAF’s Project Manager and Gates staff can present the plan to the City’s Recreation Commission and outline the outreach process and the input received, and how we developed the preferred concept. The purpose of this presentation is to receive approval from the Recreation Commission prior to moving forward with any future phases of the project including preparing design documents, bidding the project, and constructing the project.
Figure 1 – Margate Park Infrastructure.
Existing Reservoir
Structure
350 ft x 250 ft
Parking Lot
Area
0.42 acres
Entire Res 6B Site
4.5 Acres
Proposed
Well Site
(Option #2)
Proposed
Well Site
w/
Treatment
(Option #1)
Sewer/ Storm piping
Waterline piping
DWWR Access Requirements (including 20‐ft wide accessways around tank perimeter) Electrical lines / Generator
Key:
Communications/ Cell Tower
Areas available for use for park improvements (approximate)
Figure 2. View of “Area 1” located to the west of existing Reservoir 6B structure.
Figure 3. Partial view of “Area 2” located to the east of existing Reservoir 6B structure.
Engineering Construction Management Inspection Plan Check
2126 Rheem Drive Pleasanton, CA 94588 Phone (925) 462-5959 Fax (925) 462-5958 8896 North Winding Way Fair Oaks, CA 95628 Phone (916) 965-0010 Fax (916) 965-0013
City of Daly City June 29, 2022
Engineering Division – Public Works Department
333 90th St. – 2nd Floor
Daly City, CA 94015
Attention: Mr. Kevin Fehr – City Engineer
Submitted via e‐mail as PDF document to [email protected]
Subject: Updated Preliminary Cost Proposal to Provide Project Management, Public Outreach and Conceptual Development, Design, Bidding, and Construction Management Services for the City of Daly City Margate Park Improvements
Project.
Dear Mr. Fehr,
4LEAF, Inc. (4LEAF) appreciates the opportunity to submit our updated Preliminary Cost Proposal to provide Project Management, Public Outreach and Conceptual Development, Design, Bidding and Construction Management Services for the for the Daly City Margate Park Improvements Project (“Project”). This updated Preliminary Cost Proposal is based
on subsequent communications with the City and supersedes our previously‐submitted cost proposals dated April 13 and June 1, 2022.
As verbally discussed with the City and outlined in our updated proposal dated June 21, 2022, the scope of improvements that will be constructed at Margate Park will be evaluated and developed during the Outreach and Conceptual Development Phase.
Based on various verbal and written comments from the City, we have revised previously‐submitted cost proposals to remove costs for design subconsultants during the Design Phase of the project (Task 3 on the attached cost estimate). The cost estimate still has preliminary cost estimates for the Bid Phase (Task 4) and Construction Management and Inspection Services (Task 5). Because the scope of the Project has yet to be defined, the attached Cost Proposal is preliminary only and is based on very broad and conservative assumptions. These costs will need to be re‐evaluated and revised at the completion of the Conceptual Development Phase when the final Preferred Conceptual Plan identifies the proposed park elements and improvements that will be constructed at Margate Park.
If you have any questions, please do not hesitate to contact Gene Barry at (925) 462‐5959 or by email [email protected].
Respectfully submitted,
4LEAF, Inc.
Gene Barry, P.E.
Vice President
Attachment: Updated Preliminary Cost Proposal dated June 29, 2022.
Preliminary Cost Estimate to Perform Project Management Services for the City of Daly City Margate Park Improvements Project June 29, 2022
Task
Sub
Task Task Description
PIC (4LEAF)
Project Manager (4LEAF)
Construction Manager ‐
Biddability and Constructability
Reviews (4LEAF)
Construction Inspector (4LEAF)
(Regular time)
Construction Inspector (4LEAF)
(Day Shift OT)
Public Works Inspector
Apprentice
Total Hours Per Task
Cost Per Task
Notes
Hourly Rate $191 $161 $161 $151 $204 $92
1I d e n t i f y and Strategize Project Scope Hours Hours Hours Hours Hours Hours Hours 1a Project Management (4LEAF). 24 72 0 0 0 96 $16,176
1b Gates + Associates (included w/ Task 2b below). $0
Task 1 Subtotal: 24 72 0 0 0 96 $16,176
2O u t r e a c h and Conceptual Development Hours Hours Hours Hours Hours Hours 2a Project Management (4LEAF). 32 140 0 0 0 172 $28,652 2b Gates + Associates (includes skate park designer
Wormhoudt, Inc.). $26,300 See Note (a)
2c Civil Design Suport Services (Bellicci). $20,000 See Note (b). 2d Preliminary Geotechnical Investigation (4LEAF staff). 40 80 0 0 0 0 120 $20,520 See Note (b). 2e Preliminary Geotechnical Investigation (Bellicci &
Subconsultant TBD). $70,000 See Note (b).
2f Other Direct Costs (Gates and Bellicci) ‐ Travel and Printing. $7,500 See Note (b). 2g Administrative Processing Fee on Subconsultant Costs (10%). $14,432 Task 2 Subtotal: 72 22 0 0 0 0 0 292 $187,404
3D e s i g n Phase Hours Hours Hours Hours Hours Hours Hours 3a Project Management (4LEAF). 80 120 0 0 0 200 $34,600 See Note (c). 3b Biddability and Constructability Reviews (4LEAF). 40 100 80 0 0 220 $36,620 See Note (c). 3c Gates + Associates (Landscpae Architect). $0 See Note (d). 3d Bellicci (Civil Design). $0 See Note (d).
3e Wormhoudt (Skate Park Elements Design). $0 See Note (d). 3f Other Direct Costs (Gates and Bellicci) ‐ Travel and Printing. $0 See Note (d). 3g Other Direct Costs (Topographic Survey sub ‐ TBD) $0 See Note (d). 3h Other Direct Costs (Underground Utiliity Locator sub ‐ TBD) $0 See Note (d). 3i Administrative Processing Fee on Subconsultant Costs (10%). $0 Task 3 Subtotal: 120 220 80 0 0 0 420 $71,220
$0
4B i d Phase Hours Hours Hours Hours Hours Hours Hours 4a Project Management (4LEAF). 34 100 0 0 0 134 $22,594 See Note (c). 4b Other Direct Costs (Gates support). $7,500 See Note (b). 4c Other Direct Costs (Bellecci support). $7,500 See Note (b). 4d Administrative Processing Fee on Subconsultant Costs (10%). $1,500 Task 4 Subtotal: 34 10 0 0 0 0 0 134 $39,094
5 Construction Management and Inspection Services Hours Hours Hours Hours Hours Hours Hours 5a Pre‐Construction Activities. 16 48 0 0 0 64 $10,784 See Note (c). 5b Construction Management and Inspections. 64 352 0 352 88 856 $139,987 See Note (c). 5c Project Closeout. 8 120 0 0 0 128 $20,848 See Note (c). 5d Public Works Inspector Apprentice (if necessary). 000 0 0 70 70 $6,477 See Note (c). 5e Misc. Field Supplies. $200 See Note (c).
5f Other Direct Costs ‐ Landscape Design Support and Public Outreach During Construction Phase (Gates). $15,000 See Note (b). 5g Other Direct Costs ‐ Civil Design Support Durng Construction Phase (Bellecci). $10,000 See Note (b).
5h Other Direct Costs ‐ Special Inspections and Materials Testing (CTS). $16,500 See Note (b).
5i Other Direct Costs ‐ Labor Compliance Monitoring (CCMI). $11,400 See Note (b). 5j Other Direct Costs ‐ Procore Document Control Software. $6,000 See Note (b). 5k Administrative Processing Fee on Subconsultant Costs (10%). $5,890 Task 5 Subtotal: 88 520 0 352 8 8 70 1,118 $243,086
TOTAL (4LEAF and SUBCONSULTANTS) 338 1,132 80 352 88 70 2,060 $556,980 Notes:
(a) Costs for Gates + Associates provided in e‐mail from Melonie Reynolds to Gene Barry with 4LEAF on 6/01/22. Cost updated by Gene Barry based on Kevin Fehr comments. (b) Preliminary Budgetary estimate only. The scope for this phase has not been defined at this stage as the park improvements that may be identified during the conceptual development and public outreach phase are unknown. No written estimate was provided by subconsultant at the time of preparation of this proposal. The actual costs for this item will need to be refined at a future date. (d) Per comments received via e‐mail from the City on 7/29/22, costs for this item were removed at this time. 4LEAF will procure these services at a later time and costs developed and submitted to the City. (c) Preliminary Budget estimate only. The scope of this task has not been defined at the time of this cost estimate and costs re‐evaluated at a future date. 1 of 1
City Council Agenda ReportItem # _____
Meeting Date: July 11, 2022
Subject: Amendment to the Professional Services Agreement with WRECO for Permit Technician and Project Management Services
Recommended Action
Staff recommends the City Council authorize the City Manager to execute Amendment No. 3 to the professional services agreement with WRECO of Oakland, California, to provide permit technician and project management services in the amount of $157,440.00, for a total contract amount of $268,216.38.
Background
On September 17, 2021, an agreement was executed with WRECO to provide staff augmentation for permit technician services in an amount not to exceed $39,835.13. The consultant permit technician provided work to review and process permit applications for building, utility, sewer, water, and encroachment permits while we recruited for the Engineering Technician position. Two agreement amendments were executed to increase the contract by $35,097.25 and $35,844.00 for a current total contract amount of $110,776.38.
Discussion
The Public Works Engineering Division currently has two critical vacancies that need to be filled.
The lack of the Engineer I and Engineering Technician positions have left the Engineering Division understaffed in its ability to deliver capital improvement projects and process permit applications from the public. Due to the large number of ARPA and state grant capital improvement projects with tight deadlines and the many permit applications that need to be reviewed, the Public Works Engineering Division needs the services of temporary staffing until the Engineer I and Engineering Technician positions can be filled.
The proposed $157,440.00 amendment includes budget for a part time project manager and permit technician for approximately 6 months. The permit technician will continue with the tasks currently performed under the agreement. The project manager will work on project delivery of the Capital Improvement Program projects. If approved, the existing contract of $110,776.38 would increase to a total contract amount of $268,216.38.
Fiscal Impact
The proposed Amendment No. 3 would increase the contract amount by $157,440.00 for a total not-to-exceed contract amount of $268,216.38. Adequate funding for the consultant permit technician is available by utilizing $63,360.00 of salary savings from the vacant Engineering Technician and Engineer I positions. Adequate funding for the consultant project manager is available in the Capital Improvement Program project budgets, in the amount of 94,080.00.
Amendment to the Professional Services Agreement with
WRECO for Permit Technician and Project Management Services Meeting Date: July 11, 2022
Summary/Conclusion
Staff recommends the City Council authorize the City Manager to execute Amendment No. 3 to the professional services agreement with WRECO of Oakland, California, to provide permit technician and project management services in the amount of $157,440.00, for a total contract amount of $268,216.38.
Staff is available to provide any additional information desired by the Mayor or Councilmembers.
Respectfully submitted,
Roland Yip Richard Chiu Jr.
Senior Civil Engineer Director of Public Works
Attachment:
1. WRECO Agreement Amendment #3.
City Council Meeting Agenda ReportItem # _____
Meeting Date: July 11, 2022
Subject: Adopt a Resolution Authorizing the City Manager to Execute the San Mateo County Operational Area Building Safety Inspection Program Mutual Aid Agreement
Recommended Action
Staff recommends that the City Council adopt a resolution approving and authorizing the City Manager to execute the San Mateo Country Operational Area Building Safety Inspection Program Mutual Aid Agreement (“Agreement”).
Background
The purpose of this Agreement is to provide an organized means of providing voluntary mutual aid to neighboring entities during the event of a disaster.
Analysis
The term of this agreement would extend until November 1, 2029 and will allow the City of Daly City to request building safety inspection assistance during emergency events. In addition, the Agreement allows the city to provide the same assistance to neighboring entities participating in the Agreement during emergencies. When providing such assistance this shall not compromise the City’s ability or capacity to respond to calls for service within its own jurisdiction. The Agreement includes guidelines on how to effectively provide such assistance.
From a legal perspective, the Agreement incorporates safeguards to both the party requesting assistance and the party providing assistance, including insurance requirements, and defense and indemnification provisions. The City does have the option to withdraw from the Agreement, with or without cause, by providing 120-days written notice.
The Agreement stipulates that in the event mutual aid is requested, the Requesting Party agrees to pay all reasonable direct, indirect, administrative, and contracted costs incurred. The Requesting Party shall not assume any liability for the direct payment of any salary or wages to any officer, employee, or agent of the Assisting Party.
We anticipate that most cities and towns located within the County of San Mateo will accept a recommendation of approval and execute the Agreement.
Financial Impacts & Budget Actions
There is no immediate financial impact or budget action necessary as a result of the recommended action.
City Council Agenda Report July 11,2022
San Mateo County operational area building safety inspection program Mutual Aid agreement Page 2 of 2 Public Notice
Public notification was achieved by posting the agenda, with the agenda items being listed, at least 72 hours prior to the council meeting.
Respectfully submitted,
Mario Sigala Tatum Mothershead
Chief Building Supervisor/Building Official Director of Economic and Community Development
Attachment
A. Resolution No. XXXX of the City of Daly City approving and authorizing the city manager to execute San Mateo Country operational area building safety inspection program mutual aid agreement.
B. San Mateo Country operational area building safety inspection program mutual aid agreement.
RESOLUTION NUMBER
RESOLUTION OF THE CITY OF DALY CITY APPROVING AND AUTHORIZING CITY
MANAGER TO EXECUTE SAN MATEO COUNTY OPERATIONAL AREA BUILDING
SAFETY INSPECTION PROGRAM MUTUAL AID AGREEMENT
WHEREAS, the purpose of the San Mateo County Operational Area Building Safety Inspection Program Mutual Aid Agreement is to provide an organized means of providing voluntary mutual aid to neighboring entities during the event of a disaster; and WHEREAS, the city has determined it is in the best interest of the City to participate in the San Mateo County Operational Area Building Safety Inspection Program Mutual Aid Agreement; and
WHEREAS, Section 8630 et. seq. of the California Government Code grants local agencies the power to provide mutual aid pursuant to established agreements; and WHEREAS, the San Mateo County Operational Area Building Safety Inspection Program Mutual Aid Agreement has been presented to and considered by the City Council.
WHEREAS, the City Council had read and considered the Agreement.
NOW, THEREFORE BE IT RESOLVED, that the city of Daly City, acting by and through its City Council, having considered and been fully advised in the matter and good cause appearing therefore do hereby approve the Agreement and authorize the city manager to execute the Agreement of behalf of the City.
Passed and adopted as a Resolution of the City of Daly City at a regular meeting of the City Council of the City of Daly City held on the day of , 2022, by the following vote:
AYES, Councilmembers:
NOES, Councilmembers:
Absent, Councilmembers:
CITY CLERK OF THE CITY OF DALY
APPROVED:
MAYOR OF THE CITY OF DALY CITY
City Council Agenda ReportItem # _____
Meeting Date: July 11, 2022
Subject: Accepting and Appropriating Grant from County of San Mateo Aging and Adult Services for FY 2022-23 Congregate Nutrition Program
Recommended Action
It is recommended City Council accept grant funding in the amount of $219,353 from County of San Mateo Aging and Adult Services to subsidize the Congregate Nutrition Program from July 1, 2022 through June 30, 2023.
Background
The Active Adult and Senior Services Unit has managed the County of San Mateo Aging and Adult Services Congregate Nutrition Program’s grant for senior meals and nutrition education for more than 20 years. The goal of the Congregate Nutrition Program is to promote better physical and mental health for older adults and adults with disabilities. The program goal is met by providing nutritious meals and activities that encourage socialization. Participation in the Congregate Nutrition Program is consistent with the mission of Daly City’s Active Adult and Senior Services Unit. Prior to the pandemic, on average approximately 35,000 meals were prepared per year at the Doelger Senior Center and were served, Monday through Friday, 12:00 - 1:00 p.m., at both the Café Doelger and the Lincoln Park Community Center. During the pandemic we served meals through Grab n Go, Home Delivery, and more recently, back to in person dining at both Café Doelger and Lincoln Park Community Center. This past fiscal year we served more than 50,000 meals. This coming fiscal year 2022-23 we have been awarded funds to serve 32,424 meals at both the Doelger Senior Center and Lincoln Park Community Center and at two new sites: Bayshore Community Center beginning August 2022 and Gellert Park Clubhouse beginning January 2023.
For reimbursement purposes, the grant requires that the meals be consumed by any person sixty (60) years of age or older or the spouse (any age) of a person (sixty) 60 years of age or older.
Individuals with disabilities who reside at home and accompany a person sixty (60) years of age or older to a site where congregate nutrition service is provided are also eligible to participate. There is a suggested donation of $3.00 per meal for seniors age 60 and above. Volunteers of the lunch program are encouraged to donate $2.00 per meal. The cost is $7.00 for non-seniors.
Fiscal Impact
This is a reimbursement grant. The City initially incurs the expense associated with the program and then seeks reimbursement from the county. The grant revenue of $219,353 would be received into Account 01-131-463-3603.
Summary/Conclusions
City Council Agenda Report
Subject: Accepting and Appropriating Grant from County of San Mateo Aging and Adult Services for FY 2022-23 Congregate Nutrition Program
Meeting Date: July 11, 2022
Staff is available to provide any additional information desired by the Mayor or City Council.
Respectfully submitted,
Jennifer Der Denise Brown
Sr. Recreation Services Supervisor Recreation Services Manager
City Council Meeting Agenda ReportItem # _____
Meeting Date: July 11, 2022
Subject: Adopt Resolution Approving Proposed Revision to Police Captain Job Specification (Civil Service)
Recommended Action
Staff recommends that the City Council adopt the revised job specification (attached) for the Police Captain classification.
Background/Discussion
The Police Department and Police Officers Association is proposing to update the Police Captain job specification (attached) to ensure it accurately reflect the current needs of the Police Department as well as the needs of Police Officer Association members.
The current experience requires at least two years of experience in the permanent rank of Lieutenant in a California Law Enforcement Agency. The new language will require at least 6 months of experience, and off probation, in the permanent rank of Lieutenant in a California Law Enforcement agency.
The proposed change is an effort to cast a wider pool of eligible candidates for promotions.
Fiscal Impact
No fiscal impact.
Summary/Conclusion
The City Manager has approved the proposed civil service job specification and the City has met and conferred in good faith with the affected bargaining unit and, as a result, have agreed to the proposed job specification changes. The City Manager has also approved the recommended title changes.
Staff is available to provide any additional information desired by the Mayor or Councilmembers.
Respectfully submitted,
Natalie Sakkal
Director of Human Resources
CITY OF DALY CITY APPROVED BY
JOB SPECIFICATION PERSONNEL BOARD: 02/08/2007 CITY COUNCIL: 02/26/2007
RES. NO.: 07-35
POLICE CAPTAIN
DEFINITION
Under general direction of the Chief of Police, a Captain plans, directs, manages and participates in the activities of a major Bureau of the Police Department and may be assigned to act for the Chief of Police in his/her absence; and a Police Captain does related work as required.
EXAMPLES OF DUTIES
Assign and manage the work of all activities and personnel within a specific division.
Coordinate the various functions of a Bureau with other Bureaus/divisions in the Department and other agencies of local government. Analyze, formulate and revise general orders on policy and procedures and, in the absence of the Chief of Police, assume responsibility for personnel, activities and equipment of the Police Department.
Maintain discipline and positive morale; review the work of subordinates to insureensure compliance with Departmental policies and standards; periodically inspect personnel, equipment and facilities within an assigned Bureau. Correct, manage, and participate in the preparation of reports, budgets, grants and records. Provide overall technical and administrative direction to assigned area of responsibility. Interact positively and cordially with community residents and organizations; address public gatherings and direct the community-policing efforts of the Department.
MINIMUM QUALIFICATIONS
Knowledge of: The principles of modern, established policing concepts including Community-Oriented Policing and problem -solving strategies; modern police management, science, principles, practices and methods; and the provisions of laws, ordinances, and regulations affecting the Department.
Ability to: Analyze statistics and reports concerning accidents, crime, and juvenile delinquency; prepare comprehensive reports, criminal law and contemporary case law as it applies to law enforcement, establish and maintain effective working relationships with City officials, state and local authorities, and the general public; command respect of subordinates maintaining firm but fair discipline; plan, l ayout, and manage the work of police and clerical personnel. Understand administrative due process and the laws pertaining to it. Drive police vehicles in accordance with the Vehicle Code; monitor and
JOB SPECIFICATION
POLICE CAPTAIN (PAGE 2)
operate the police radio in a patrol vehicle while dr iving in heavy traffic; broadcast into a microphone and comprehend police radio communications which are a mixture of English and police code. I nteract positively and cooperate with co -workers, respond politely to customers, work as a team member, function under demanding time pressure, respond in a positive manner to supervision, and attend work and perform duties on a regular and consistent basis
Experience: At least two years 6-months of experience, and off probation, in the permanent rank of Lieutenant in a California Law Enforcement agency.
Education: Graduation from high school or equivalent and completion of at least 60 semester units of college- level course work. Possession of, or be eligible and have applied for a State of California POST Management Certificate by the final filing date.
License: Possession of a valid Class C California Driver’s License.
R: 02/076/22
Approved:
Date:
6/26/22
City Council Meeting Agenda ReportItem # _____
Meeting Date: July 11, 2022
Subject:Accepting and Appropriating a $1,600 Grant from the State of California Recommended Action
It is recommended the City Council accept a grant of $1,600 from the California State Library’s Lunch at the Library program, and appropriate this amount for youth services programming.
Background/Discussion
The Lunch at the Library program provides children and teens with meals, summer reading programs, and other activities that support learning, health, and wellness. It also brings new families to the library where staff can connect adult family members with essential resources and services.
The Library will use the funds to support and enhance programs for youth in our community at a partner meal site hosting a Big Lift Inspiring Summers camp.
Fiscal Impact
The $1,600 grant revenue from the State of California was not anticipated in the current Fiscal Year budget. These grant funds were received and will be expended in Fiscal Year 2022-23.
Summary/Conclusion
Staff is available to provide any additional information desired by the Mayor or City Council.
Respectfully submitted,
Chela Anderson
Library Services Manager
City Council Meeting Agenda ReportItem # _____
Meeting Date: July 11, 2022
Subject:Accepting and Appropriating a $12,001 Grant from the Daly City Public Library Associates
Recommended Action
It is recommended the City Council accept a $12,001 grant from the Daly City Public Library Associates and appropriate this amount for the purchase of high demand books, furniture, children’s play equipment, and Summer Learning programming.
Background/Discussion
The first portion of the grant is $6,001 from the Daly City Public Library Associates’ annual St.
Patrick’s Day Fund-the-Need event. Attendees donated towards the purchase display furniture for Westlake Library and a new Lucky Day collection to go on it, as well as an interactive activity tower for toddlers and pre-school visitors to the John Daly Library.
A second portion of the grant is $6,000 donated in honor of Gordon L. King to support the Library’s Summer Learning Challenge program.
Fiscal Impact
This $12,001 grant from the Daly City Public Library Associates was not anticipated in the current Fiscal Year budget. These grant funds were received and will be expended in Fiscal Year 2022-23.
Summary/Conclusion
Staff is available to provide any additional information desired by the Mayor or City Council.
Respectfully submitted,
Chela Anderson
Library Services Manager
City Council Meeting Agenda ReportItem # _____
Meeting Date: July 11, 2022
Subject: Accept and Appropriate Local Housing Allocation (PLHA) Funding Recommended Action
Adopt a resolution to accept and appropriate PLHA funds.
Background
In 2017, Senate Bill 2 created the Permanent Local Housing Allocation program, the first permanent source of funding for affordable housing in the State of California. Revenue is generated through recording fees on real estate transactions and will, therefore, vary from year to year depending upon activity. Daly City will receive an annual allocation of PLHA funds. For years one and two of the program, the City will receive allocations of $511,821 and $795,529 respectively. Over the first five years of the program, it is estimated that Daly City will receive a total of $3,070,926. Up to five percent of the funds ($153,546.30) over five years in Daly City can be used for program administration, covering a portion of the costs for staff who carry out affordable housing activities.
PLHA funding is intended to:
Facilitate housing affordability, particularly for lower- and moderate-income households Promote projects and programs to meet the local government’s unmet share of regional housing needs allocation
Ensure geographic equity in the distribution of the funds In 2020 the City submitted an application to the State to receive its allocation of PLHA funds and entered into a Standard Agreement.
On June 13, 2022 the Council approved allocation of Daly City’s PLHA funds to the affordable housing development proposed by the Core Companies for 493 Eastmoor. Staff is currently working on funding documents in order to formalize the City’s financial assistance to the project.
Discussion
In order to utilize PLHA funds, including the administrative allowance, Council must accept and appropriate the funds within the City’s budget. A total of $65,367 in PLHA administrative funds could be drawn from the State immediately and utilized to cover staff costs associated with carrying PLHA program administrative activities.
Conclusion
The Council is being asked to adopt a resolution to accept and appropriate PLHA funds, which are estimated to be $3,070,926 over the first five years of the program.
City Council Agenda Report July 11, 2022
Subject: Accept and Appropriate PLHA Funds Page 2 of 2
Staff is available to provide any additional information desired by the Mayor or Councilmembers.
Respectfully submitted,
Betsy ZoBell Tatum Mothershead
Housing and Community Director of Economic and Community Development Manager Development
City Council Agenda ReportItem # _____
Meeting Date: July 11, 2022
Subject: Authorize the City Manager to Execute a Professional Services Agreement for Advisory Services for Enterprise Resource Planning (ERP) Software Selection and Implementation
Recommended Action
Staff recommends that the City Council authorize the City Manager to execute an agreement and any necessary amendments, in an amount not to exceed $164,175, for professional services with Plante & Moran, PLLC (Plante Moran), to provide advisory services for Enterprise Resource Planning (ERP) software selection and implementation.
Background
The City of Daly City currently uses Finance Enterprise by Central Square as its financial and human resources management or ERP software. The system manages several areas for the City including accounts payable, accounts receivable, budgeting, general ledger and project accounting, payroll, and purchasing. The City transitioned to Finance Enterprise when its legacy ERP system, IFAS, discontinued support and recommended moving customers to their upgraded, cloud-based platform.
Although staff had been working on the upgrade for a while, the Department did not go live with the new system until April 2021. Unfortunately, the transition did not go well, and staff has been managing issues and errors with the new platform since that initial go live date. Finance and Administrative Services staff continue to work with Central Square to try to fix issues with the system. However, staff has realized that Finance Enterprise is not the ERP system to serve Daly City in the long run as it is not equipped to create greater efficiencies in the City’s financial and human resources management.
Discussion
Staff will need to conduct a Request for Proposal (RFP) to review and evaluate other ERP systems in the market to find a product that better meets the needs of Daly City. However, given the complexities of the current generation of financial and human resources management systems and the City’s struggles with its current ERP vendor, staff determined that an outside consultant would be valuable in selecting a new ERP system. Most local agencies have contracted with outside consultants when looking for a new ERP vendor.
In March 2021, Finance staff developed an RFP for Advisory Services for ERP Software Selection and Implementation. The RFP sought qualified consultants with experience selecting and implementing ERP systems for local governments. The RFP sought assistance in developing the requirements for the new ERP system, developing and issuing a Request for Proposal for a new system, and assisting with negotiating and finalizing an agreement with a new ERP vendor.
Staff opened the RFP for one month starting on March 7. Staff posted the RFP to the City’s website and emailed prospective vendors regarding the opportunity. The City received 8 proposals in response to the RFP. Following a full review of those proposals, City staff interviewed two of the vendors and conducted reference checks on each. In the end, City staff selected Plante Moran as the
City Council Agenda Report
Subject: Authorize the City Manager to Execute a Professional Services Agreement for Advisory Services for Enterprise Resource Planning (ERP) Software Selection and Implementation
Meeting Date: July 11, 2022
preferred vendor. The recommended agreement with Plante Moran is attached and includes the full proposed scope of work for the advisory services project with a budget not to exceed $164,175.
Fiscal Impact
The agreement with Plante Moran is for a not to exceed amount of $164,175. The Information Services operating budget in Fund 55 has sufficient funding for this contract in FY 2023.
Summary/Conclusion
Staff recommends that the City Council authorize the City Manager to execute an agreement and any necessary amendments, in an amount not to exceed $164,175, for professional services with Plante Moran, to provide advisory services for Enterprise Resource Planning (ERP) Software Selection and Implementation.
Staff is available to provide any additional information desired by the Mayor or City Councilmembers.
Respectfully submitted,
S. Abby Veeser Timothy J. Nevin
Deputy Director Director
Finance and Administrative Services Finance and Administrative Services Attachment: Agreement with Plante Moran
1 PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF DALY CITY
AND PLANTE & MORAN, PLLC
THIS AGREEMENT is made at Daly City, California, effective _________ by and between the City of Daly City, a municipal corporation (“City”) and Plante & Moran, PLLC (“Contractor”), who agree as follows:
1. SERVICES. Subject to the terms and conditions set forth in the Agreement, Contractor shall provide advisory services for Enterprise Resource Planning (ERP) software selection and implementation to the City of Daly City and other associated entities, as set forth in Exhibit A, Scope of Work and herein incorporated to the Agreement by this reference.
2. PAYMENTS. City shall pay Contractor for services rendered pursuant to this Agreement in the amount not to exceed $164,175 as listed in Exhibit B, Summary of Fees. Contractor shall submit all billings for said services to City and City agrees to make payment within 30 days of receipt of all undisputed invoices.
3. RELATIONSHIP OF THE PARTIES. Contractor agrees and understands that the work/services performed by Contractor under this Agreement are performed as an Independent Contractor and not as an employee of the City and that Contractor and Consultant acquire none of the rights, privileges, powers or advantages of City employees.
4. HOLD HARMLESS. It is agreed that Contractor shall defend, hold harmless, and indemnify the City, its officers, and employees from any and all claims, suits, or actions of every name, kind, and description, brought for, or on account of, injuries to or death of any person(s) or damage to property of any kind whatsoever and to whomsoever belong, to the extent caused by the negligence or willful misconduct of the Contractor, its officers and/or employees, other than Contractor, provided that this shall not apply to injuries for which City is liable by reason of its own negligence or willful misconduct.
In the event of concurrent negligence of the City, its officers and/or employees, Contractor, its officers and/or employees, to persons and/or property, which arise out of terms and conditions of this, Agreement shall be apportioned according to the California theory of comparative indemnity.
The duty to indemnify and save harmless as set forth herein shall include the duty to defend as set forth in Section 2778 of the California Civil Code.
5. LIABILITY INSURANCE. The Contractor is liable for damage including negligence in the performance of this contract. Contractor agrees to maintain a policy of insurance in the minimum amount of $1 Million to cover any negligent acts or omissions committed by Contractor or Contractor’s employees or agents during the performance of any duties under this agreement. General liability insurance shall include endorsements that:
a. Identify the policy number;
b. Include a statement that “the City of Daly City, including its officer, employees and volunteers are additional insureds;
c. Include a statement that the insurance shall be primary. Contractor agrees that the insurance shall not be cancelled except upon prior written notice to Daly City (30 days prior); d. A CG 20 10 11 85 form is required;
e. Endorsements must be signed by the insurance company or broker, and provided to the City; f. Any deviations from the above insurance requirements must be approved by the City Attorney’s Office.
2 6. NON-ASSIGNABILITY. Contractor shall not assign this Agreement or any portion thereof to a third party without the prior written consent of City, and any attempted assignment without such prior written consent in violation of this section automatically shall terminate this Agreement.
7. TERMINATION OF AGREEMENT. Contractor or City may, at any time after ten days from execution of Agreement, terminate this Agreement, in whole or in part by giving thirty (30) days written notice specifying the effective date and scope of such termination. In the event of termination, and upon full payment for Contractor’s services, all finished or unfinished documents, data, studies, maps, photographs, reports and materials (hereafter referred to as materials) prepared by Contractor and intended for delivery to the City under this Agreement shall become the property of the City and shall be promptly delivered to the City. Upon termination, the Contractor may make and retain a copy of such materials. Contractor shall be entitled to receive payment for work / services provided prior to termination of the Agreement. Such payment shall be that portion of the full payment, which is determined by comparing the work / services completed to the work / services required by the Agreement.
8. COMPLIANCE WITH LAWS. Consultant shall use the standard of care in its profession to comply with all applicable federal, state and local laws codes, ordinances and regulations.
9. LICENSES. Contractor represents and warrants to the City that it has all licenses, permits, qualifications, insurance and approvals whatsoever nature which are legally required of Contractor to practice its profession. Contractor represents and warrants to City that Contractor shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required to Contractor to practice its profession
10. NON-DISCRIMINATION. Contractor shall not discriminate, on the basis of a person’s race, ancestry, sex, creed, color, national origin, religion, age, political affiliation, martial status, medical condition, sexual orientation, or disability, against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided by Contractor under this Agreement. Contractor shall apply with all applicable federal, state and local laws, policies, rules, and requirements related to equal opportunity and non-discrimination.
Contractor shall ensure full equal employment opportunity for all employees under this Agreement.
11. RETENTION OF RECORDS. Contractor shall maintain all required records for three years after the City makes final payment and all other pending matters are closed and shall be subject to the examination and/or audit of the City, a federal grantor agency, and the State of California.
12. CONTRACT ADMINISTRATION. This Agreement shall be administered by the Finance Director (“Administrator”). All correspondence shall be directed to or through the Administrator or designee.
13. TERM OF AGREEMENT. This agreement shall commence on ______ and shall remain in effect until terminated or completion of the Scope of Work.
3 14. NOTICES. Any written notice to Contractor shall be sent to:
Adam Rujan
Partner
Plante & Moran, PLLC
P.O. Box 307
3000 Town Center, Suite 100
Southfield, MI 48075
Any written notice to City shall be sent to:
Timothy Nevin
Director of Finance and Administrative Services
City of Daly City
333 90
th Street
Daly City, CA 94015
15. GOVERNING LAW. This Contract and all interpretations thereof shall be governed by the laws of the State of California.
IN WITNESS WHEREOF, the parties hereto have duly executed this Agreement as of the date first above written.
Date: CITY OF DALY CITY, a municipal corporation
By:
Shawnna Maltbie
City Manager
Plante & Moran, PLLC
Date: By:
Adam Rujan
Partner
7/5/2022
Make the mark.
CITY OF DALY CITY
Advisory Services for ERP Selection and Implementation
JUNE 1 4, 2022
Exhibit A
Finance and Administrative Services
City of Daly City – PLANTE MORAN 1 | Page
Table of contents
Cover Letter ......................................................................................................................... 2 Qualifications and Experience ......................................................................................... 2 Firm profile .............................................................................................................................. 3 Fast facts ................................................................................................................................ . 3 Our mission ............................................................................................................................. 4 Our philosophy ........................................................................................................................ 4 Diversity, equity, and inclusion ............................................................................................. 4 Firm service capabilities ......................................................................................................... 5 Vendor liaison program (VLP) ............................................................................................... 6 Relevant experience ............................................................................................................... 7 References .......................................................................................................................... 10 Key Personnel .................................................................................................................... 13 Key team members ............................................................................................................. 14 Current workload and availability to complete work ..................................................... 14 Resumes ................................................................................................................................ 15 Project Approach .............................................................................................................. 22 Detailed project approach .................................................................................................. 24 Project Schedule ............................................................................................................... 35 Project Budget ................................................................................................................... 38 Project budget ...................................................................................................................... 39 Blended hourly rate ............................................................................................................. 39 Assumptions ......................................................................................................................... 39 Acknowledgment and Exception Report ..................................................................... 41 Proposed contract exceptions ........................................................................................... 42
Cover Letter
June 14, 2022
Ms. Abby Veeser
Deputy Director of Finance and Administrative Services, City of Daly City 333 90th Street
Daly City, CA 94015
Dear Abby,
Thank you for the opportunity to submit our proposal for Advisory Services for ERP Selection and Implementation services to the City of Daly City. We understand the City is looking for an experienced partner to review the City’s existing ERP environment and document requirements, then assist with the procurement and implementation of a new ERP system. We appreciate the opportunities to discuss this important project with the City.
Our ERP specialists at Plante Moran are independent, unbiased advisors who will assess your situation and work with you to develop a strategy that fits your unique situation, uniting people, processes, and technology. This as well as the points below describe why Plante Moran is an ideal partner for the City:
• Public Sector Commitment. We are a leading firm in the country, assisting hundreds of local government organizations with the selection of enterprise applications over the past 30 years. • Vendor Independence. We are completely independent of the ERP software vendor marketplace and have an extensive set of tools and templates with a proven methodology to assist the City in selecting the best fit for your unique needs. Our team has assisted clients in selecting and implementing most, if not all, of the commercially available municipal ERP systems in the marketplace today. • Experienced Team: Our proposed team brings extensive proven knowledge from previous ERP projects. Our Team Partner has assisted municipalities with ERP projects for over 30 years. Our Project Manager has guided over 20 organizations through successful selection projects and has deep knowledge of the City’s existing Finance Enterprise ERP system from a previous client engagement.
In addition, we have successfully negotiated contracts with nearly all the software vendors that the City will likely be considering, negotiating terms to protect client interests. • California ERP Project Experience. Our team has years of experience performing similar projects for public sector organizations nationally and in California, including:
• City of Carlsbad
• City of Long Beach
• City of Palo Alto
• City of San Mateo
• City of Santa Barbara
• City of Santa Maria
• Placer County Water Agency
• Santa Clara Valley Water District
• Santa Margarita Water District
• Marin County
• San Diego Association of Governments
• Golden Gate Bridge Highway and Transportation District Our team blends technology knowledge with seasoned consultants to ensure this important initiative is successful. We would be a great fit for Daly City to provide objective and valuable consulting services. If you have any questions concerning this proposal or need to contact any of the project team members, please call me at 248-223-3328 or via email at [email protected] .
Very truly yours,
Adam Rujan, Engagement Partner
Finance and Administrative Services
City of Daly City – PLANTE MORAN 2 | Page
Qualifications and Experience
Finance and Administrative Services
City of Daly City – PLANTE MORAN 3 | Page
Firm profile
We are the 13th largest certified public accounting and management consulting firm in the nation. With a history spanning nearly 100 years, our firm provides clients with financial, human capital, operations improvement, strategic planning, technology selection and implementation, and family wealth management services.
Fast facts
1924
Year founded
3,300+
Staff
24 Offices worldwide
25+
Industries served
50 States with clients
100+
Countries with clients
45+
Services available
30 Languages spoken
firmwide
Our firm’s founders had a vision: “to
create a people firm disguised as an
accounting firm.” In other words, our
professional expertise is just one part
of who we are. Our character is what
sets us apart and allows us to build
meaningful relationships with our
clients and colleagues.
As we move into the future — and
continue to use artificial intelligence,
data analytics, and other technologies
to empower our client service model
in new ways — we’ll hold steadfast to
that philosophy.
We invite you to watch our short film at
plantemoran.com, which captures our
history, goals, and impact.
Plante Moran’s history and culture, in under five minutes.
Finance and Administrative Services
City of Daly City – PLANTE MORAN 4 | Page
Our mission
Plante Moran will be a broad-based professional certified public accounting and consulting firm. We proactively pursue and respond to the needs of clients by rendering a wide range of high-quality professional business consulting services commensurate with our collective abilities and representing true value in relation to cost. Although we will continue to operate the firm in conformance with sound business practices, we remain a professional firm with our primary emphasis on serving, not profit.
Our philosophy
Plante Moran is guided by its philosophy, which is based on certain core values and perhaps best expressed in the condensed form by our Golden Rule…“We care.” We care about our clients, we care about our work, we care about our families and our communities, and we care about each other.
Although the Plante Moran philosophy can be summarized by the Golden Rule, it is comprised of many principles, such as those in our Statement of Principles namely: Service, Ethics, Recruitment, Compensation, Individual Progress, Advancement, Teamwork, Delegation, Education, Leadership, Individual Freedom, Communication, Decision Making, the Common Good and Balance.
Some of the facts about our firm that we are proud of include:
• The firm has been named to Fortune Magazine’s “100 Best Companies to Work for in America” for the last 22 years.
• Our partnership group is comprised of 24% women, which is the highest percentage of female equity partners among the nation's largest public accounting firms, according to CPA Personnel Report, a national public accounting trade publication. • Staff turnover rate below 13% that is significantly lower than that of other national public accounting firms.
• Plante Moran's Management Consulting Group, consisting of more than 520 dedicated consultants, is a versatile, full-service consulting organization with a proven track record for providing quality professional services.
Diversity, equity, and inclusion
At Plante Moran, we strive to create a culture where each person feels accepted and valued. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed.
Formed in 2003, Plante Moran’s Diversity, Equity, and Inclusion (DEI) Council was established to guide the firm toward long-term success and growth in diversity practices. We recognize that when we increase our retention of diverse staff, we’re building diverse future leaders of the firm. We’re committed to making meaningful progress and becoming a better representation of the clients and communities we serve.
Read more and access our 2022 Diversity, Equity, and Inclusion Annual Report at plantemoran.com/explore-our-thinking/info/global/diversity.
Finance and Administrative Services
City of Daly City – PLANTE MORAN 5 | Page
Firm service capabilities
We have developed a comprehensive menu of services for our public sector clients. Our experienced, independent consultants can complement the expertise and skills of your in-house team.
Financial
• Financial statement audit
• Public pension system audit
• Single audit
• Accounting & financial services
• Long-range planning
• Institutional investment advisory
Enterprise Risk
• Enterprise risk management
assessments
• Internal audit
• Internal control reviews
• Application controls
• Forensic, investigative services, &
litigation support
Operations
• Needs assessment
• Process redesign
• Operations review
• Right-sizing/cost containment
• Shared services/collaboration
Technology/Process
Assessments
• IT assessment
• Strategic planning
• Acquisition management
• Contract negotiations
• Project management
• Sourcing
• Cloud strategy
Infrastructure
• Network assessment
• Design & acquisition
• Implementation management
• Video surveillance/door access control
• Enterprise wired/wireless design &
selection
• Independent verification & validation
Cybersecurity
• HIPAA/HITECH compliance
• Disaster planning
• SAS70/SSAE16/SOC assessment
• IT audit
• IT risk assessment
• PCI DSS assessment
• Network security assessment
Software Selection and
Implementation
• Assessment & gap analysis
• Requirement’s definition
• Solution selection
• Contract negotiations
• Implementation management
• Independent verification & validation
• Project management
• Quality assurance
• Change management
Facilities*
• Facility analysis & rationalization
• Project & financial feasibility
• Owner’s representation – design
management & construction oversight
• Lease, buy, build, monetize, &
sale/leaseback
• Bond strategy, planning, & campaign
Data Analytics
• Analytics assessment
• Data strategy development
• Data management platform
assessment and selection
• Data usage and visualization
• Analytics solution development
• Data integration and quality
• Training and mentoring
Finance and Administrative Services
City of Daly City – PLANTE MORAN 6 | Page
ERP system consulting qualifications
Plante Moran is a recognized leader providing services to over 200 governmental organizations over the past 40 years on ERP related projects and our project team will bring an applied understanding of the ERP marketplace. A recent independent study of the ERP procurement marketplace in federal, state, and local government conducted by Onvia (now GovWin) ranked Plante Moran as the #1 independent consultant for ERP procurement services in the country. Our technology practice performed over 50-system selections for our public sector clients over the past five years. We are also among the few consulting firms that are completely vendor-independent with respect to the offering of hardware or application software for our governmental clients. Our management consultants bring applied expertise to bear on interrelated enterprise systems supporting multiple lines of business offering a cross-functional, enterprise view of the organization in real-time.
ERP solutions analyzed and selected
We are familiar with specific vendors in terms of ERP and best-of-breed solutions for the public sector, as well as complementary products, listed below. For each of these vendors, we understand software modules, functionality, pricing, market penetration, markets served, and company background. In many instances, we have negotiated contracts with these vendors and served in a Project Management capacity during the implementation.
• Oracle PeopleSoft
• OBIA
• Hyperion
• Oracle EBS
• Oracle Cloud
• SAP
• Workday
• Central Square
• Infor/Lawson
• Tyler Eden
• Tyler Incode
• Tyler EnerGov
• Tyler ExecuTime
• Tyler New World
• NEOGOV
• Tyler Munis
• CGI Advantage
• BS&A Software
• Microsoft Dynamics
• Cogsdale
• Kronos
• Sympro
• Cayenta
• iNovah
Vendor liaison program (VLP)
During our 40 years of experience in the ERP marketplace, we have become intimately familiar with vendors focused on providing enterprise resource planning (ERP) software for the public sector and clients of the size and sophistication as the City. Through our VLP, Plante Moran keeps its clients current on the latest strategic advancements and emerging capabilities including:
• Maintaining an understanding of ERP vendor current and future products and services. • Obtaining the maximum number of vendor responses on RFPs that we develop for our clients. • Maximizing vendor understanding of our clients’ business requirements • Understanding the vendor’s market position and capacity to serve market segments. • Tracking mergers, acquisitions and major announcements associated with these vendors.
As a result of the VLP, we have extensive knowledge of the functionality, vendor background, pricing, contract terms, integration, services and other aspects of the public sector marketplace. Even before due diligence, we will leverage the knowledge we have obtained from the marketplace to provide guidance to the City. Overall, it is our goal to be a trusted advisor to the City throughout the project. We have developed a valuable repository of ERP market information including strategic research, costing data from negotiated agreements, and lessons learned that provide significant value to our clients. Our team has made substantial commitments to working with government agencies.
Finance and Administrative Services
City of Daly City – PLANTE MORAN 7 | Page
Relevant experience
The following table provides a partial listing of governmental clients for which we have provided ERP Consulting Services over the last five years. California organizations are bolded.
CLIENT NAME STATE PROJECT TITLE
NEEDS ASSESSMENT
RFP DEVELOPMENT
SOLUTION SELECTION
CONTRACT NEGOTIATIONS
IMPLEMENTATION
ASSISTANCE
Boone County MO ERP Consulting Services
Cheyenne’s Board of Public Utilities WY ERP Consulting Services City of Bend OR Community Dev. Consulting Services
City of Centerville OH ERP Consulting Services
City of DeLand FL ERP Consulting Services
City of Delaware OH ERP Consulting Services
City of Des Moines IA Permitting System Consulting Services City of Farmington Hills MI ERP Consulting Services
City of Fernandina Beach FL ERP Consulting Services
City of Gainesville FL ERP Consulting Services
City of Georgetown TX ERP Consulting Services
City of Glenwood Springs CO ERP Consulting Services City of Greeley CO CIS Consulting Services
City of Hollywood FL ERP Consulting Services
City of Johns Creek GA ERP Consulting Services City of Kirkwood MO ERP Consulting Services
City of Longview TX ERP Consulting Services
City of Miami FL ERP Consulting Services
City of Milpitas CA Budget System Implementation Project Management Services
City of Norman OK ERP Consulting Services
Finance and Administrative Services
City of Daly City – PLANTE MORAN 8 | Page
CLIENT NAME STATE PROJECT TITLE
NEEDS ASSESSMENT
RFP DEVELOPMENT
SOLUTION SELECTION
CONTRACT NEGOTIATIONS
IMPLEMENTATION
ASSISTANCE
City of O'Fallon MO ERP Consulting Services
City of Palo Alto CA CIS and ERP Consulting Services City of Peoria IL Tyler Implementation Management
Assistance
City of San Mateo CA ERP Consulting Services
City of Santa Maria CA ERP Consulting Services
City of Santa Monica CA Recreation Management System (RMS) Assessment
City of Solon OH ERP Consulting Services
City of St. Charles IL ERP Consulting Services
City of St. Louis MO ERP Consulting Services
City of Sunnyvale CA ERP Implementation Management
Assistance
City of Sunnyvale CA Permitting System Consulting Services City of Taylor MI ERP Consulting Services
City of Wauwatosa WI ERP Consulting Services
City of West Palm Beach FL Community Development Consulting Services
Columbus Regional Airport Authority
(CRAA) OH ERP Assessment Services
County of Clackamas OR ERP Feasibility Study
County of Gwinnett GA ERP RFP Development
DuPage County IL Tax System Consulting Services
Eastern Municipal Water District CA CIS Project Quality Assurance Golden Gate Bridge Highway
Transportation District CA ERP Consulting Services
Gulf Coast Water Authority TX Financial and Capital Consulting Services Jefferson County CO ERP Consulting Services
King County Library System WA ADP Optimization Study
Finance and Administrative Services
City of Daly City – PLANTE MORAN 9 | Page
CLIENT NAME STATE PROJECT TITLE
NEEDS ASSESSMENT
RFP DEVELOPMENT
SOLUTION SELECTION
CONTRACT NEGOTIATIONS
IMPLEMENTATION
ASSISTANCE
Las Vegas Convention and Visitor’s
Authority (LVCVA) NV Venue Management System Selection LA Metro Transportation Authority CA Talent Management System Consulting Services
Miami-Dade County FL Computer Aided Dispatch Selection
Services
Milwaukee County WI Parks and Recreation Consulting Services Milwaukee County WI Point of Sale System Options Analysis Milwaukee Metropolitan Sewerage
District (MMSD) WI ERP System Selection
Monterey County CA ERP Consulting Services
Placer County Water Agency CA ERP Consulting Services Salem Area Mass Transit OR ERP Implementation Review þ þ þ þ Santa Clara Valley Water District CA ERP Consulting Services Spotsylvania County VA ERP Implementation Options Analysis St. Louis County MO Time and Attendance Consulting Services Town of Cary NC ERP Consulting Services
Town of Natick MA EDMS/ERP Assessment
Town of Pembroke Park FL ERP Consulting Services
Valley Metro AZ ERP Consulting Services
Village of Arlington Heights IL ERP System Selection Village of Elk Grove IL Utility Billing Consulting Services Village of Glencoe IL ERP Consulting Services Village of Wellington FL ERP Consulting Services Yakima County WA ERP Selection Support Services
Finance and Administrative Services
City of Daly City – PLANTE MORAN 10 | Page
References
Finance and Administrative Services
City of Daly City – PLANTE MORAN 11 | Page
Anoka County, MN
Paula Bownik
Director of Financial
Operations
2100 3rd Avenue
Anoka, MN 55303
763-324-1703
[email protected]
Financial system assessment
Assessed the County’s existing Finance Enterprise software environment that included a review of gaps, a root cause analysis of identified issues, current state process mapping, and an options analysis for the best course of action moving forward. Interviews were conducted with staff representing County process-owning departments and end-user departments utilizing financial processes. The result of this effort was a financial system assessment report discussing themes of current issues, technology environment assessment, advantages and disadvantages of identified options, total cost of ownership analysis, a marketplace analysis, and our recommendation. We have initiated a selection project with the County that is in-process.
Project Timeline:
Assessment: May 2020 – August 2020
Selection: July 2021 - Present
Placer County Water
Agency, CA
Mr. David Russell
Director of Information
Technologies
144 Ferguson Rd
Auburn, CA 95603
530-450-7031
[email protected]
ERP System Requirements Analysis
Plante Moran assisted the Placer County Water Agency with an ERP project, which included stakeholder interviews, management interviews, educational demonstrations, current and future state process mapping, business process improvements, an ERP needs assessment, RFP development and distribution, proposal analysis, demonstration facilitation, and additional due diligence assistance, Following selection of a finalist vendor, we will begin contract negotiations and statement of work development, and implementation planning.
Financials, human capital management, utility billing, and work/asset management were in scope for this project.
Project Timeline: March 2021 - Present
City of San Mateo, CA
Mr. Rich Lee
Finance Director
330 W. 20th Avenue
San Mateo, CA 94403
650-522-7102
[email protected]
Finance System Replacement Project
Performed an in-depth needs assessment and system selection for the City to replace the legacy solution, including both financial and human capital management functions. The project included conducting interviews with process owners, departments, and management, development of a Needs Assessment and Gap Analysis report identifying process improvement opportunities, development of an RFP, proposal analysis, and due diligence assistance. Following selection of a finalist vendor, we will begin contract negotiations and statement of work development assistance.
Project Timeline: August 2020 – February 2022
Finance and Administrative Services
City of Daly City – PLANTE MORAN 12 | Page
City of Longview, TX
Mr. Justin Cure
Director of Information
Services
300 W. Cotton Street
Longview, TX 75606
623-773-7218
[email protected]
(Note: Justin is currently
Director of IT at Santa
Barbara, CA)
ERP Needs Assessment
Conducted a comprehensive Enterprise Resource Planning (ERP) needs assessment to review the City’s current ERP environment. This included interviewing process owners and end users, as well as development of a Needs Assessment Report. This report included process improvement opportunities, SWOT analysis, application and interface inventory, marketplace assessment, cost analysis, and a plan of action.
Project Timeline: November 2017 – June 2018
ERP System Selection
Assisted the City with selecting a new Enterprise Resource Planning (ERP) solution. This involved the creation of functional specifications, RFP development, proposal analysis, and due diligence assistance. Once the City selected their preferred finalist vendor, we assisted with statement of work development and contract negotiations with the selected ERP vendor.
Project Timeline: August 2018 – June 2019