City of Daly City, CA
Tyler Technologies, Inc. Page | 18
Schedule and
conduct planning
session(s)
A R I C C I
Develop Project
Management Plan
A R I C C I
Develop initial
project schedule
A R I I I I I I C C I I C I
Inputs Contract documents
Statement of Work
Guide to Starting Your Project
Outputs / Deliverables Acceptance Criteria [only] for Deliverables Project Management Plan Delivery of document
Project Operational Plan Delivery of document
Initial Project Schedule Daly City provides acceptance of schedule based on resource availability, project
budget, and goals.
Work package assumptions:
Daly City has reviewed and completed the Guide to Starting Your Project document.
Infrastructure Planning
Procuring required hardware and setting it up properly is a critical part of a successful implementation. This task is especially important for Tyler-hosted/SaaS deployment models. Tyler will be responsible for building the environments for a hosted/SaaS deployment, unless otherwise identified in the Agreement. Tyler will install Licensed Software on application server(s) or train Daly City to install License Software. Daly City is responsible for the installation and setup of all peripheral devices.
Objectives:
Ensure Daly City’s infrastructure meets Tyler’s application requirements. Ensure Daly City’s infrastructure is scheduled to be in place and available for use on time.
STAGE 1 Infrastructure Planning
Tyler Daly City
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts
(P U )
Department Heads
End Users
Technical Leads
City of Daly City, CA
Tyler Technologies, Inc. Page | 19
Provide Infrastructure
Requirements and
Design Document
A R C C I I
Initial Infrastructure
Meeting A R C C C C
Schedule SaaS
Environment
Availability
A R C I
Schedule Installation
of All Licensed
Software
A R C I I
Infrastructure Audit A R C I C
Inputs Initial Infrastructure Requirements
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Completed Infrastructure Requirements Delivery of Requirements Infrastructure Audit System Passes Audit Criteria
Stakeholder Meeting
Communication of the Project planning outcomes to Daly City Project team, executives and other key stakeholders is vital to Project success. The Stakeholder meeting is a strategic activity to inform, engage, gain commitment, and instill confidence in Daly City team. During the meeting, the goals and objectives of the Project will be reviewed along with detail on Project scope, implementation methodology, roles and responsibilities, Project timeline and schedule, and keys to Project success.
Objectives:
Formally present and communicate the project activities and timeline. Communicate project expectations.
STAGE 1 Stakeholder Meeting
Tyler Daly City
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
U )
Department Heads
End Users
Technical Leads
Create Stakeholder
Meeting Presentation I A R I I I I C I
Review Stakeholder
Meeting Presentation I C A R C
City of Daly City, CA
Tyler Technologies, Inc. Page | 20
Perform Stakeholder
Meeting Presentation I A R I I I I C I I I I I I
Inputs Agreement
SOW
Project Management Plan
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Stakeholder Meeting Presentation
Work package assumptions:
None
Intentionally left blank.
Control Point 1: Initiate & Plan Stage Acceptance
Acceptance criteria for this stage includes completion of all criteria listed below.
Note: Advancement to the Assess & Define stage is not dependent upon Tyler’s receipt of this stage acceptance.
Initiate & Plan Stage Deliverables:
Project Management Plan
Initial Project Schedule
Initiate & Plan stage acceptance criteria:
All stage deliverables accepted based on acceptance criteria previously defined Project governance defined
Project portal made available to Daly City
Stakeholder meeting complete
Assess & Define
The Assess & Define stage will provide an opportunity to gather information related to current Daly City business processes. This information will be used to identify and define business processes utilized with Tyler software. Daly City collaborates with Tyler providing complete and accurate information to Tyler staff and assisting in analysis, understanding current workflows and business processes.
Solution Orientation
The Solution Orientation provides the Project stakeholders a high-level understanding of the solution functionality prior to beginning the current and future state analysis. The primary goal is to establish a foundation for upcoming conversations regarding the design and configuration of the solution.
City of Daly City, CA
Tyler Technologies, Inc. Page | 21
Tyler utilizes a variety of tools for the Solution Orientation, focusing on Daly City team knowledge transfer such as: eLearning, documentation, or walkthroughs. Daly City team will gain a better understanding of the major processes and focus on data flow, the connection between configuration options and outcome, integration, and terminology that may be unique to Tyler’s solution.
Objectives:
Provide a basic understanding of system functionality. Prepare Daly City for current and future state analysis.
STAGE 2 Solution Orientation
Tyler Daly City
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
U )
Department Heads
End Users
Technical Leads
Provide pre-requisites A R I I I I I Complete pre-requisites A R C C Conduct orientation A R I I I I I
Inputs Solution orientation materials
Training Plan
Current & Future State Analysis
The Current & Future State Analysis provides the Project stakeholders and Tyler an understanding of process changes that will be achieved with the new system.
Daly City and Tyler will evaluate current state processes, options within the new software, pros and cons of each based on current or desired state and make decisions about the future state configuration and processing. This may occur before or within the same timeframe as the configuration work package. The options within the new software will be limited to the scope of this implementation and will make use of standard Tyler functionality.
Daly City will adopt the existing Tyler solution wherever possible to avoid project schedule and quality risk from over customization of Tyler products. It is Daly City’s responsibility to verify that in-scope requirements are being met throughout the implementation if functional requirements are defined as part of the contract.
The following guidelines will be followed when evaluating if a modification to the product is required:
A reasonable business process change is available.
Functionality exists which satisfies the requirement. Configuration of the application satisfies the requirement. An in-scope modification satisfies the requirement.
City of Daly City, CA
Tyler Technologies, Inc. Page | 22
Requirements that are not met will follow the agreed upon change control process and can have impacts on the project schedule, scope, budget, and resource availability.
STAGE 2 Current & Future State Analysis
Tyler Daly City
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
U )
Department Heads
End Users
Technical Leads
Current State process
review A R I I I C C C C C
Discuss future-state
options A R C C C C C C C C
Make future-state
decisions C C C C C A R I C C
Document anticipated
configuration options
required to support
future state
A R C C C I I I I I
Inputs Daly City current state documentation
Solution Orientation completion
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Documentation that describes future-state
decisions and configuration options to support
future-state decisions (Solution Design
document)
Delivery and acceptance of Solution Design
document
Work package assumptions:
Daly City attendees possess sufficient knowledge and authority to make future state decisions. Daly City is responsible for any documentation of current state business processes. Daly City can effectively communicate current state processes.
Data Assessment
Given the completion of the Current & Future State Analysis, the Data Assessment will provide the implementation team the design for data delivery prior to configuration. The data Assessment will also allow the Tyler and Daly City teams to identify the data that will be configured within the Tyler System. The team will develop and map out dataset structures to ensure that data is structured in a way that allows maximum utility.
City of Daly City, CA
Tyler Technologies, Inc. Page | 23
The teams will review any existing data publish and metadata standards for Daly City’s current data program to determine any necessary adjustments or configuration needs. Finally, the implementation team develops data workflows to map data from the source system(s) into the Tyler system, discussing any additional data requirements as needed.
Objectives:
Communicate a common understanding of the project goals with respect to data. Ensure complete and accurate source data is available for review/transfer. Map the data from the source to the Tyler system.
Document the data conversion/loading approach.
STAGE 2 Data Conversion Assessment
Tyler Daly City
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
U )
Department Heads
End Users
Technical Leads
Extract Data from Source
Systems I C A R
Complete Data
Analysis/Mapping A R C C I C C I
Review and Scrub Source
Data I I I A R C I
Build/Update Data
Conversion Plan R C C C I I I I
Inputs Daly City Source data
Daly City Source data Documentation (if available)
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Data Conversion Plan built/updated (if
applicable)
Daly City Acceptance of Data Conversion
Plan, if Applicable
Work package assumptions:
Tyler will be provided with data from the Legacy system(s) in a mutually agreed upon format. Tyler will work with Daly City representatives to identify business rules before writing the conversion. Daly City subject matter experts and resources most familiar with the current data will be involved in the data conversion planning effort.
City of Daly City, CA
Tyler Technologies, Inc. Page | 24
Conversion Assessment
Data Conversions are a major effort in any software implementation. Tyler’s conversion tools facilitate the predictable, repeatable conversion process that is necessary to support a successful transition to the Tyler system. The first step in this process is to perform an assessment of the existing (“legacy”) system(s), to better understand the source data, risks, and options available. Once the data has been analyzed, the plan for data conversion is completed and communicated to the appropriate stakeholders.
Objectives:
Communicate a common understanding of the project goals with respect to data. Ensure complete and accurate source data is available for review/transfer. Map the data from the source to the Tyler system.
Document the data conversion/loading approach.
STAGE 2 Data Conversion Assessment
Tyler Daly City
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
U )
Department Heads
End Users
Technical Leads
Extract Data from
Source Systems I C A R
Review and Scrub
Source Data I I I A R C I
Build/Update Data
Conversion Plan R C C C I I I I
Inputs Daly City Source data
Daly City Source data Documentation (if available)
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Data Conversion Plan built/updated Daly City Acceptance of Data Conversion Plan, if Applicable
Work package assumptions:
Tyler will be provided with data from the Legacy system(s) in a mutually agreed upon format. Tyler will work with Daly City representatives to identify business rules before writing the conversion. Daly City subject matter experts and resources most familiar with the current data will be involved in the data conversion planning effort.
City of Daly City, CA
Tyler Technologies, Inc. Page | 25
Intentionally left blank.
Intentionally left blank.
Control Point 2: Assess & Define Stage Acceptance
Acceptance criteria for this Stage includes completion of all criteria listed below.
Note: Advancement to the Prepare Solution Stage is dependent upon Tyler’s receipt of the Stage Acceptance.
Assess & Define Stage Deliverables:
Documentation of future state decisions and configuration options to support future state decisions. Modification specification document.
Assess & Define Stage Acceptance Criteria:
All stage deliverables accepted based on criteria previously defined. Solution Orientation is delivered.
Conversion data extracts are received by Tyler.
Data conversion plan built.
Prepare Solution
During the Prepare Solution stage, information gathered during the Initiate & Plan and Assess & Define stages will be used to install and configure the Tyler software solution. Software configuration will be validated by Daly City against future state decisions defined in previous stages and processes refined as needed to ensure business requirements are met.
Initial System Deployment
The timely availability of the Tyler Solution is important to a successful Project implementation. The success and timeliness of subsequent work packages are contingent upon the initial system deployment of Tyler Licensed Software on an approved network and infrastructure. Delays in executing this work package can affect the project schedule.
Objectives:
All licensed software is installed and operational.
Daly City can access the software.
STAGE 3 Initial System Deployment (Hosted/SaaS)*
Tyler Daly City
City of Daly City, CA
Tyler Technologies, Inc. Page | 26
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
Users)
Department Heads
End Users
Technical Leads
Prepare hosted
environment A R I C
Install Licensed
Software with
Initial Database on
Server(s) for
Included
Environments
A R I C
Install Licensed
Software on Daly
City Devices (if
applicable)
I C A R
Tyler System
Administration
Training (if
applicable)
A R I C
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Licensed Software is Installed on the Server(s) Software is accessible Licensed Software is Installed on Daly City
Devices (if applicable)
Software is accessible
Installation Checklist/System Document System meets prescribed checklist Infrastructure Design Document (C&J – If
Applicable)
Work package assumptions:
The most current available version of the Tyler Licensed Software will be installed. Daly City will provide network access for Tyler modules, printers, and Internet access to all applicable Daly City and Tyler Project staff.
Configuration
The purpose of Configuration is to prepare the software product for validation.
Tyler staff collaborates with Daly City to complete software configuration based on the outputs of the future state analysis performed during the Assess and Define Stage. Daly City collaborates with Tyler staff iteratively to validate software configuration.
City of Daly City, CA
Tyler Technologies, Inc. Page | 27
Objectives:
Software is ready for validation.
Educate Daly City Power User how to configure and maintain software. Prepare standard interfaces for process validation (if applicable).
STAGE 3 Configuration
Tyler Daly City
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
U )
Department Heads
End Users
Technical Leads
Conduct configuration
training A R I C C
Complete Tyler
configuration tasks
(where applicable)
A R I I I
Complete Daly City
configuration tasks
(where applicable)
I C A R C
Standard interfaces
configuration and
training (if applicable)
A R C I C C C
Updates to Solution
Validation testing plan C C A R C C
Inputs Documentation that describes future state decisions and configuration options to support future state decisions.
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Configured System
Work package assumptions:
Tyler provides guidance for configuration options available within the Tyler software. Daly City is responsible for making decisions when multiple options are available.
Process Refinement
Tyler will educate Daly City users on how to execute processes in the system to prepare them for the validation of the software. Daly City collaborates with Tyler staff iteratively to validate software configuration options to support future state.
City of Daly City, CA
Tyler Technologies, Inc. Page | 28
Objectives:
Ensure that Daly City understands future state processes and how to execute the processes in the software.
Refine each process to meet the business requirements. Validate standard interfaces, where applicable.
Validate forms and reports, where applicable.
STAGE 3 Process Refinement
Tyler Daly City
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
Users)
Department Heads
End Users
Technical Leads
Write custom
process
documentation for
requested modules
in scope
A R I C C I
Conduct process
training A R I C I C
Confirm process
decisions I C A R C I C
Test configuration I C A R C
Refine
configuration (Daly
City Responsible)
I C A R C
Refine
configuration (Tyler
Responsible)
A R I I I
Validate interface
process and results I C C A R C C
Update Daly City-
specific process
documentation (if
applicable)
I C A R C
Updates to
Solution Validation
testing plan
C C A R C C
Inputs Initial Configuration
Documentation that describes future state decisions and configuration options to support future state decisions.
Solution validation test plan
City of Daly City, CA
Tyler Technologies, Inc. Page | 29
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Updated solution validation test plan
Completed Daly City-specific process
documentation (completed by Daly City)
Work package assumptions:
None
Conversion Delivery
The purpose of this task is to transition Daly City’s data from their source (“legacy”) system(s) to the Tyler system(s). The data will need to be mapped from the legacy system into the new Tyler system format. A well- executed data conversion is key to a successful cutover to the new system(s).
With guidance from Tyler, Daly City will review specific data elements within the system and identify / report discrepancies. Iteratively, Tyler will collaborate with Daly City to address conversion discrepancies. This process will allow for clean, reconciled data to transfer from the source system(s) to the Tyler system(s).
Reference Conversion Appendix for additional detail.
Objectives:
Data is ready for production (Conversion).
STAGE 3 Data Delivery & Conversion
Tyler Daly City
Load Data
for Testing
Pull Data &
Conversion
Balancing
Reports
Map
Conversion
Write & Run
Conversion
Program
Validate
Data
Conversion
Reviews
Completed
Final
Conversion
Report &
Correct
Errors
City of Daly City, CA
Tyler Technologies, Inc. Page | 30
RACI MATRIX
KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
Users)
Department Heads
End Users
Technical Leads
Provide data
crosswalks/code
mapping tool
A C R I I I
Populate data
crosswalks/code
mapping tool
I C C A R C
Iterations:
Conversion
Development
A C R I I
Iterations:
Deliver
converted data
A R I I I
Iterations:
Proof/Review
data and
reconcile to
source system
C C C A R C C
Inputs
Data Conversion Plan
Configuration
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Code Mapping Complete / Validated
Conversion Iterations / Reviews Complete Conversion complete, verified, and ready for final pass
Work package assumptions:
Daly City will provide a single file layout per source system as identified in the investment summary. Daly City subject matter experts and resources most familiar with the current data will be involved in the data conversion effort.
Daly City project team will be responsible for completing the code mapping activity, with assistance from Tyler.
Daly City may use as many passes as required to complete any given conversion at 100% accuracy, given that the file layout does not change from one pass to another. Once a pass has been signed off on by Daly City as having been reviewed for accuracy and as complete, and once the conversion pass has been loaded into the Production database, no further passes will be delivered by the conversion team.
City of Daly City, CA
Tyler Technologies, Inc. Page | 31
Intentionally left blank.
Intentionally left blank.
Control Point 3: Prepare Solution Stage Acceptance
Acceptance criteria for this Stage includes all criteria listed below in each Work Package.
Note: Advancement to the Production Readiness Stage is dependent upon Tyler’s receipt of the Stage Acceptance.
Prepare Solution Stage Deliverables:
Licensed software is installed.
Installation checklist/system document.
Updated solution design document (Data & Insights only). Prioritized data sets for review in Tyler system (Data & Insights only). Conversion iterations and reviews complete.
Prepare Solution Stage Acceptance Criteria:
All stage deliverables accepted based on criteria previously defined. Software is configured.
Solution validation test plan has been reviewed and updated if needed.
Production Readiness
Activities in the Production Readiness stage will prepare Daly City team for go-live through solution validation, the development of a detailed go-live plan and end user training. A readiness assessment will be conducted with Daly City to review the status of the project and the organizations readiness for go-live.
Solution Validation
Solution Validation is the end-to-end software testing activity to ensure that Daly City verifies all aspects of the Project (hardware, configuration, business processes, etc.) are functioning properly, and validates that all features and functions per the contract have been deployed for system use.
Objectives:
Validate that the solution performs as indicated in the solution validation plan. Ensure Daly City organization is ready to move forward with go-live and training (if applicable).
STAGE 4 Solution Validation
Tyler Daly City
City of Daly City, CA
Tyler Technologies, Inc. Page | 32
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
U )
Department Heads
End Users
Technical Leads
Update Solution
Validation plan A R C C C C
Update test scripts (as
applicable) C C C A R C
Perform testing C C C A R C
Document issues from
testing C C C A R C
Perform required follow-
up on issues A R C C C C
Inputs Solution Validation plan
Completed work product from prior stages (configuration, business process, etc.)
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Solution Validation Report Daly City updates report with testing results
Work package assumptions:
Designated testing environment has been established.
Testing includes current phase activities or deliverables only.
Go-Live Readiness
Tyler and Daly City will ensure that all requirements defined in Project planning have been completed and the Go-Live event can occur, as planned. A go-live readiness assessment will be completed identifying risks or actions items to be addressed to ensure Daly City has considered its ability to successfully Go-Live. Issues and concerns will be discussed, and mitigation options documented. Tyler and Daly City will jointly agree to move forward with transition to production. Expectations for final preparation and critical dates for the weeks leading into and during the Go-Live week will be planned in detail and communicated to Project teams.
Objectives:
Action plan for go-live established.
Assess go-live readiness.
Stakeholders informed of go-live activities.
STAGE 4 Go-Live Readiness
Tyler Daly City
City of Daly City, CA
Tyler Technologies, Inc. Page | 33
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
U )
Department Heads
End Users
Technical Leads
Perform Readiness
Assessment I A R C C I C I I I I I I
Conduct Go-Live planning
session A R C C C C C C C
Order peripheral
hardware (if applicable) I A R C Confirm procedures for
Go-Live issue reporting &
resolution
A R I I I I C C I I I I I
Develop Go-Live checklist A R C C C C I C C Final system
infrastructure review
(where applicable)
A R C C
Inputs Future state decisions
Go-live checklist
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Updated go-live checklist Updated Action plan and Checklist for go-live delivered to Daly City
Work package assumptions:
None
End User Training
End User Training is a critical part of any successful software implementation. Using a training plan previously reviewed and approved, the Project team will organize and initiate the training activities.
Tyler Led: Tyler provides training for all applicable users. One or multiple occurrences of each scheduled training or implementation topic will be covered.
Tyler will provide standard application documentation for the general use of the software. Tyler will provide, at the City’s request, custom process documentation for requested modules in scope under the 50/50 work split. . Daly City-led training labs using Daly City specific business process documentation if created by Daly City can be added to the regular training curriculum, enhancing the training experiences of the end users.
Objectives:
End users are trained on how to use the software prior to go-live. Daly City is prepared for on-going training and support of the application.
City of Daly City, CA
Tyler Technologies, Inc. Page | 34
STAGE 4 End User Training
Tyler Daly City
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
U )
Department Heads
End Users
Technical Leads
Update training plan A R C C I C
End User training (Tyler-
led) A R C C C I C C C
Train-the-trainer A R C C C I C
End User training (Daly
City-led) C C A R I C C C
Inputs Training Plan
List of End Users and their Roles / Job Duties
Configured Tyler System
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
End User Training Daly City signoff that training was delivered
Work package assumptions:
Daly City project team will work with Tyler to jointly develop a training curriculum that identifies the size, makeup, and subject-area of each of the training classes. Tyler will work with Daly City as much as possible to provide end-user training in a manner that minimizes the impact to the daily operations of Daly City departments. Daly City will be responsible for training new users after go-live (exception—previously planned or regular training offerings by Tyler).
Control Point 4: Production Readiness Stage Acceptance
Acceptance criteria for this stage includes all criteria listed below. Advancement to the Production stage is dependent upon Tyler’s receipt of the stage acceptance.
Production Readiness stage deliverables:
Solution Validation Report.
Update go-live action plan and/or checklist.
End user training.
Production Readiness stage acceptance criteria:
All stage deliverables accepted based on criteria previously defined.
City of Daly City, CA
Tyler Technologies, Inc. Page | 35
Go-Live planning session conducted.
Production
Following end user training the production system will be fully enabled and made ready for daily operational use as of the scheduled date. Tyler and Daly City will follow the comprehensive action plan laid out during Go- Live Readiness to support go-live activities and minimize risk to the Project during go-live. Following go-live, Tyler will work with Daly City to verify that implementation work is concluded, post go-live activities are scheduled, and the transition to Client Services is complete for long-term operations and maintenance of the Tyler software.
Go-Live
Following the action plan for Go-Live, defined in the Production Readiness stage, Daly City and Tyler will complete work assigned to prepare for Go-Live.
Daly City provides final data extract and Reports from the Legacy System for data conversion and Tyler executes final conversion iteration, if applicable. If defined in the action plan, Daly City manually enters any data added to the Legacy System after final data extract into the Tyler system.
Tyler staff collaborates with Daly City during Go-Live activities. Daly City transitions to Tyler software for day- to day business processing.
Some training topics are better addressed following Go-Live when additional data is available in the system or based on timing of applicable business processes and will be scheduled following Go-Live per the Project Schedule.
Objectives:
Execute day to day processing in Tyler software.
Daly City data available in Production environment.
STAGE 5 Go-Live
Tyler Daly City
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
U )
Department Heads
End Users
Technical Leads
Provide final source data
extract, if applicable C C A R Final source data pushed
into production
environment, if
applicable
A C R I C C C
City of Daly City, CA
Tyler Technologies, Inc. Page | 36
Proof final converted
data, if applicable C C C A R C
Complete Go-Live
activities as defined in
the Go-Live action plan
C C C A R C I C
Provide Go-Live
assistance A R C C I C C I C I C
Inputs Comprehensive Action Plan for Go-Live
Final source data (if applicable)
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Data is available in production environment Daly City confirms data is available in production environment
Work package assumptions:
Daly City will complete activities documented in the action plan for Go-Live as scheduled. External stakeholders will be available to assist in supporting the interfaces associated with the Go- Live live process.
Daly City business processes required for Go-Live are fully documented and tested. Daly City Project team and subject matter experts are the primary point of contact for the end users when reporting issues during Go-Live.
Daly City Project Team and Power User’s provide business process context to the end users during Go-Live.
Transition to Client Services
This work package signals the conclusion of implementation activities for the Phase or Project with the exception of agreed-upon post Go-Live activities. The Tyler project manager(s) schedules a formal transition of Daly City onto the Tyler Client Services team, who provides Daly City with assistance following Go-Live, officially transitioning Daly City to operations and maintenance.
Objectives:
Ensure no critical issues remain for the project teams to resolve. Confirm proper knowledge transfer to Daly City teams for key processes and subject areas.
STAGE 5 Transition to Client Services
Tyler Daly City
City of Daly City, CA
Tyler Technologies, Inc. Page | 37
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
U )
Department Heads
End Users
Technical Leads
Transfer Daly City to
Client Services and
review issue reporting
and resolution processes
I I A I I R I I C C C
Review long term
maintenance and
continuous
improvement
A R C C C
Inputs Open item/issues List
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Client Services Support Document
Work package assumptions:
No material project issues remain without assignment and plan.
Post Go-Live Activities
Some implementation activities are provided post-production due to the timing of business processes, the requirement of actual production data to complete the activities, or the requirement of the system being used in a live production state.
Objectives:
Schedule activities that are planned for after Go-Live. Ensure issues have been resolved or are planned for resolution before phase or project close.
STAGE 5 Post Go-Live Activities
Tyler Daly City
City of Daly City, CA
Tyler Technologies, Inc. Page | 38
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
U )
Department Heads
End Users
Technical Leads
Schedule contracted
activities that are
planned for delivery
after go-live
A R C C C C I C C I C C
Determine resolution
plan in preparation for
phase or project close
out
A R C C C I C C I C
Inputs List of post Go-Live activities
Outputs /
Deliverables
Acceptance Criteria [only] for
Deliverables
Updated issues log
Work package assumptions:
System is being used in a live production state.
Control Point 5: Production Stage Acceptance
Acceptance criteria for this Stage includes completion of all criteria listed below:
Advancement to the Close stage is not dependent upon Tyler’s receipt of this Stage Acceptance. Tyler will continue to provide implementation support for post-live training and issue resolution through a mutually agreed-upon timeframe. This includes making reasonable efforts to keep the project manager involved through the project close.
Converted data is available in production environment.
Production Stage Acceptance Criteria:
All stage deliverables accepted based on criteria previously defined. Go-Live activities defined in the Go-Live action plan completed. Client services support document is provided.
Close
The Close stage signifies full implementation of all products purchased and encompassed in the Phase or Project. Daly City transitions to the next cycle of their relationship with Tyler (next Phase of implementation or long-term relationship with Tyler Client Services).
City of Daly City, CA
Tyler Technologies, Inc. Page | 39
Phase Closeout
This work package represents Phase completion and signals the conclusion of implementation activities for the Phase. The Tyler Client Services team will assume ongoing support of Daly City for systems implemented in the Phase.
Objectives:
Agreement from Tyler and Daly City teams that activities within this phase are complete.
STAGE 6 Phase Close Out
Tyler Daly City
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
U )
Department Heads
End Users
Technical Leads
Reconcile project budget
and status of contract
Deliverables
I A R I I C
Hold post phase review
meeting A R C C C C C C C C C
Release phase-
dependent Tyler project
resources
A R I I
Participants Tyler Daly City
Project Leadership Project Manager
Project Manager Project Sponsor(s)
Implementation Consultants Functional Leads, Power Users, Technical Leads
Technical Consultants (Conversion, Deployment,
Development)
Client Services
Inputs Contract
Statement of Work
Project artifacts
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Final action plan (for outstanding items)
Reconciliation Report
Post Phase Review
City of Daly City, CA
Tyler Technologies, Inc. Page | 40
Work package assumptions:
Tyler deliverables for the phase have been completed.
Project Closeout
Completion of this work package signifies final acceptance and formal closing of the Project.
At this time Daly City may choose to begin working with Client Services to look at continuous improvement Projects, building on the completed solution.
Objectives:
Confirm no critical issues remain for the project teams to resolve. Determine proper knowledge transfer to Daly City teams for key processes and subject areas has occurred.
Verify all deliverables included in the Agreement are delivered.
STAGE 6 Project Close Out
Tyler Daly City
RACI MATRIX KEY:
R = Responsible
A = Accountable
C = Consulted
I = Informed
Executive Manager
Implementation Manager
Project Manager
Implementation Consultant
Data Experts
Modification Services
Technical Services
Client Services
Executive Sponsor
Steering Committee
Project Manager
Functional Leads
Change Management Leads
Subject Matter Experts (Power
U )
Department Heads
End Users
Technical Leads
Conduct post project
review A R C C C C C C C C C
Deliver post project
report to Daly City and
Tyler leadership
I A R I I C
Release Tyler project
resources A R I I
Inputs Contract
Statement of Work
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Post Project Report Daly City acceptance; Completed report indicating all project Deliverables and
milestones have been completed
Work package assumptions:
All project implementation activities have been completed and approved.
City of Daly City, CA
Tyler Technologies, Inc. Page | 41
No critical project issues remain that have not been documented and assigned. Final project budget has been reconciled and invoiced. All Tyler deliverables have been completed.
Control Point 6: Close Stage Acceptance
Acceptance criteria for this Stage includes completion of all criteria listed below.
Close Stage Deliverables:
Post Project Report.
Close Stage Acceptance Criteria:
Completed report indicating all Project deliverables and milestones have been completed.
General Assumptions
Tyler and Daly City will use this SOW as a guide for managing the implementation of the Tyler Project as provided and described in the Agreement. There are a few assumptions which, when acknowledged and adhered to, will support a successful implementation. Assumptions related to specific work packages are documented throughout the SOW. Included here are general assumptions which should be considered throughout the overall implementation process.
Project
Project activities will begin after the Agreement has been fully executed. Upon commencement of the project, Tyler will establish a client SharePoint site that will become the central landing page for all project-related documentation as well as tracking issues and action items, a risk register, key contacts, and the implementation schedule. Daly City Project Team will complete their necessary assignments in a mutually agreed upon timeframe to meet the scheduled go-live date, as outlined in the Project Schedule. Sessions will be scheduled and conducted at a mutually agreeable time. Additional services, software modules and modifications not described in the SOW or Agreement will be considered a change to this Project and will require a Change Request Form as previously referenced in the definition of the Change Control Process. Tyler will provide a written agenda and notice of any prerequisites to Daly City project manager(s) ten (10) business days or as otherwise mutually agreed upon time frame prior to any scheduled on-site or remote sessions, as applicable. These will be posted to the Client SharePoint site. Implementation Consultants will provide a site report for each session conducted within five business days, which will be posted to the client SharePoint site. Tyler will provide guidance for configuration and processing options available within the Tyler software. If multiple options are presented by Tyler, Daly City is responsible for making decisions based on the options available.
Implementation of new software may require changes to existing processes, both business and technical, requiring Daly City to make process changes. Daly City is responsible for defining, documenting, and implementing their policies that result from any business process changes.
City of Daly City, CA
Tyler Technologies, Inc. Page | 42
Daly City is permitted to request resumes for project personnel proposed by Tyler. Tyler will provide project resumes, demonstrating relevant past project experience, for project team members in a timely manner as to not negatively impact expected dates of performance.
Organizational Change Management
Unless otherwise contracted by Tyler, Daly City is responsible for managing Organizational Change. Impacted Daly City resources will need consistent coaching and reassurance from their leadership team to embrace and accept the changes being imposed by the move to new software. An important part of change is ensuring that impacted Daly City resources understand the value of the change, and why they are being asked to change.
Resources and Scheduling
Daly City resources will participate in scheduled activities as assigned in the Project Schedule. Daly City team will complete prerequisites prior to applicable scheduled activities. Failure to do so may affect the schedule.
Tyler and Daly City will provide resources to support the efforts to complete the Project as scheduled and within the constraints of the Project budget.
Abbreviated timelines and overlapped Phases require sufficient resources to complete all required work as scheduled.
Changes to the Project Schedule, availability of resources or changes in Scope will be requested through a Change Request. Impacts to the triple constraints (scope, budget, and schedule) will be assessed and documented as part of the change control process. Daly City will ensure assigned resources will follow the change control process and possess the required business knowledge to complete their assigned tasks successfully. Should there be a change in resources, the replacement resource should have a comparable level of availability, change control process buy-in, and knowledge.
Daly City makes timely Project related decisions to achieve scheduled due dates on tasks and prepare for subsequent training sessions. Failure to do so may affect the schedule, as each analysis and implementation session is dependent on the decisions made in prior sessions. Daly City will respond to information requests in a comprehensive and timely manner, in accordance with the Project Schedule.
Daly City will provide adequate meeting space or facilities, including appropriate system connectivity, to the project teams including Tyler team members.
For on-site visits, Tyler will identify a travel schedule that balances the needs of the project and the employee.
Data
Data will be converted as provided and Tyler will not create data that does not exist. Daly City is responsible for the quality of legacy data and for cleaning or scrubbing erroneous legacy data.
Tyler will work closely with Daly City representatives to identify business rules before writing the conversion. Daly City must confirm that all known data mapping from source to target have been identified and documented before Tyler writes the conversion. All in-scope source data is in data extract(s).
Each legacy system data file submitted for conversion includes all associated records in a single approved file layout.
City of Daly City, CA
Tyler Technologies, Inc. Page | 43
Daly City will provide the legacy system data extract in the same format for each iteration unless changes are mutually agreed upon in advance. If not, negative impacts to the schedule, budget and resource availability may occur and/or data in the new system may be incorrect. Daly City Project Team is responsible for reviewing the converted data and reporting issues during each iteration, with assistance from Tyler.
Daly City is responsible for providing or entering test data (e.g., data for training, testing interfaces, etc.)
Facilities
Daly City will provide dedicated space for Tyler staff to work with Daly City resources for both on-site and remote sessions. If Phases overlap, Daly City will provide multiple training facilities to allow for independent sessions scheduling without conflict.
Daly City will provide staff with a location to practice what they have learned without distraction.
City of Daly City, CA
Tyler Technologies, Inc. Page | 44
Glossary
Word or Term Definition
Acceptance Confirming that the output or deliverable is suitable and conforms to the agreed upon criteria.
Accountable The one who ultimately ensures a task or deliverable is completed; the one who ensures the prerequisites of the task are met and who delegates the work to those responsible. [Also see RACI]
Application A computer program designed to perform a group of coordinated functions, tasks, or activities for the benefit of the user.
Application Programming Interface (API) A defined set of tools/methods to pass data to and received data from Tyler software products
Agreement This executed legal contract that defines the products and services to be implemented or performed.
Business Process The practices, policy, procedure, guidelines, or functionality that the client uses to complete a specific job function.
Business Requirements Document A specification document used to describe Client requirements for contracted software modifications.
Change Request A form used as part of the Change Control process whereby changes in the scope of work, timeline, resources, and/or budget are documented and agreed upon by participating parties.
Change Management Guides how we prepare, equip and support individuals to successfully adopt change in order to drive organizational success & outcomes
Code Mapping [where applicable] An activity that occurs during the data conversion process whereby users equate data (field level) values from the old system to the values available in the new system. These may be one to one or many to one. Example: Old System [Field = eye color] [values = BL, Blu, Blue] maps to New Tyler System [Field = Eye Color] [value = Blue].
Consulted Those whose opinions are sought, typically subject matter experts, and with whom there is two-way communication. [Also see RACI]
Control Point This activity occurs at the end of each stage and serves as a formal and intentional opportunity to review stage deliverables and required acceptance criteria for the stage have been met.
Data Mapping [where applicable] The activity determining and documenting where data from the legacy system will be placed in the new system; this typically involves prior data analysis to understand how the data is currently used in the legacy system and how it will be used in the new system.
Deliverable A verifiable document or service produced as part of the Project, as defined in the work packages.
Go-Live The point in time when the Client is using the Tyler software to conduct daily operations in Production.
Informed Those who are kept up-to-date on progress, often only on completion of the task or deliverable, and with whom there is just one-way communication. [Also see RACI]
City of Daly City, CA
Tyler Technologies, Inc. Page | 45
Infrastructure The composite hardware, network resources and services required for the existence, operation, and management of the Tyler software.
Interface A connection to and potential exchange of data with an external system or application. Interfaces may be one way, with data leaving the Tyler system to another system or data entering Tyler from another system, or they may be bi-directional with data both leaving and entering Tyler and another system.
Integration A standard exchange or sharing of common data within the Tyler system or between Tyler applications
Legacy System The software from which a client is converting.
Modification Custom enhancement of Tyler’s existing software to provide features or functions to meet individual client requirements documented within the scope of the Agreement.
On-site Indicates the work location is at one or more of the client’s physical office or work environments.
Organizational Change The process of changing an organization's strategies, processes, procedures, technologies, and culture, as well as the effect of such changes on the organization.
Output A product, result or service generated by a process.
Peripheral devices An auxiliary device that connects to and works with the computer in some way. Some examples: scanner, digital camera, printer.
Phase A portion of the Project in which specific set of related applications are typically implemented. Phases each have an independent start, Go-Live and closure dates but use the same Implementation Plans as other Phases of the Project. Phases may overlap or be sequential and may have different Tyler resources assigned.
Project The delivery of the software and services per the agreement and the Statement of Work. A Project may be broken down into multiple Phases.
RACI A matrix describing the level of participation by various roles in completing tasks or Deliverables for a Project or process.
Individuals or groups are assigned one and only one of the following roles for a given task: Responsible (R), Accountable (A), Consulted (C), or Informed (I).
Remote Indicates the work location is at one or more of Tyler’s physical offices or work environments.
Responsible Those who ensure a task is completed, either by themselves or delegating to another resource. [Also see RACI]
Scope Products and services that are included in the Agreement.
City of Daly City, CA
Tyler Technologies, Inc. Page | 46
Solution The implementation of the contracted software product(s) resulting in the connected system allowing users to meet Project goals and gain anticipated efficiencies.
Stage The top-level components of the WBS. Each Stage is repeated for individual Phases of the Project.
Standard Software functionality that is included in the base software (off- the-shelf) package; is not customized or modified.
Statement of Work (SOW) Document which will provide supporting detail to the Agreement defining Project-specific activities, services, and Deliverables.
System The collective group of software and hardware that is used by the organization to conduct business.
Test Scripts The steps or sequence of steps that will be used to validate or confirm a piece of functionality, configuration, enhancement, or Use Case Scenario.
Training Plan Document(s) that indicate how and when users of the system will be trained relevant to their role in the implementation or use of the system.
Validation (or to validate) The process of testing and approving that a specific Deliverable, process, program, or product is working as expected.
Work Breakdown Structure (WBS) A hierarchical representation of a Project or Phase broken down into smaller, more manageable components.
Work Package A group of related tasks within a project.
City of Daly City, CA
Tyler Technologies, Inc. Page | 47
Part 4: Appendices
Conversion
Enterprise ERP Conversion Summary
Accounting
Accounting - Actuals
Summary account balances
Up to 5 years
Accounting - Budgets
Original budget, budget adjustments, revised budget summaries for accounts Up to 5 years
Accounts Payable
Vendors
Vendor Master file including names, addresses, SSN/FID, contacts, phone numbers Multiple remittance addresses
Year-to-date 1099 amounts
Accounts Payable - Checks
Check header data including vendor, warrant, check number, check date, overall check amount, GL cash account and clearing information
Check detail data including related document and invoice numbers for each check Up to 5 years
Accounts Payable - Invoices
Invoice header data containing general information for the invoice Invoice detail data containing line-specific information for the invoice Up to 5 years
Project Accounting
Project Accounting Master Tables
Segments, account strings and fund string allocation table Requires the use of a Tyler provided (Chart of Accounts) spreadsheet for design and entry of the data to be converted
Project Accounting - Actuals
Summary project ledger string balances. If linking to GL, must be converted at the same time.
City of Daly City, CA
Tyler Technologies, Inc. Page | 48
Up to 5 years
Project Accounting – Budget
Original project ledger budget amounts. If linking to GL, must be converted at the same time. Up to 5 years
Purchase Orders
Open purchase orders header data including vendor, buyer, date, accounting information, etc. Open purchase orders detail data including line-item descriptions, quantities, amounts, etc. Closed purchase orders detail data, up to 5 years, including line-item descriptions, quantities, amounts, etc.
Human Resources Management
HRM Employee Master Information
Payroll Employee Master data including data such as name, address, SSN, legacy employee ID, date of birth, hire date, activity status (such as active/inactive), leave/termination code and date, phone(s), e- address(es), marital status, gender, race, personnel status (such as full-time, part-time, etc.), highest degree, advice-delivery (print/email/both) and check location, plus primary group, job, location, and account information
Accumulators
YTD, QTD, MTD amounts for employee pay and deductions Needed for mid-calendar-year go-live
May not be needed if converting earnings/deductions history Up to 5 years
Accumulators are converted with check history and earning/deduction history as a default. No accumulator files are necessary to submit when converting history.
Check History
Up to 5 years, additional years must be quoted. We convert amounts for earnings and deductions in employee check history, check number and date.
Earning/Deduction Hist.
Up to 5 years, additional years must be quoted. Earning and deduction history broken down by individual codes (earnings and deduction) and amounts per pay period, the detail of these lines, sums the check history under the check history conversion.
Personnel Action History
A variety of Personnel actions, such as job or salary changes and dates these events occurred. Up to 5 years
City of Daly City, CA
Tyler Technologies, Inc. Page | 49
Certifications
Certification area and certification type codes, certification number and effective date, expiration date, and required-by date, codes for certification level and subjects Education
Codes, for institution, type of degree, and area(s) of study General Billing
Customer Master Files
Customer information
General Billing – Recurring Invoices
General Billing Invoices that are sent on a regular basis Header records with general information about the invoice Detail records with line-specific information
General Billing – Bills
5 years of open and closed invoices
General Ledger information so open invoices can be processed in Enterprise ERP
City of Daly City, CA
Tyler Technologies, Inc. Page | 50
Additional Appendices
Tyler and Client Work Split Assumptions
Increased Work Split Hours
Additional hours were purchased in this contract to increase the work split from the standard 30% Tyler work effort to a 50% work effort. Clients have different needs and there are different ways the allocation of these hours can benefit the project. We will work with the client project manager during the planning sessions and status meetings to proactively recommend and agree upon the use of those additional project hours. Where those hours are proposed as a part of the initial project schedule, the Tyler Project Manager will identify these hours as work split hours in order for the City to be able to more easily identify where those hours are used. Common areas additional hours are used are:
• Configuration
o Setting and Code configuration
o Security and Workflow Building
• Data Conversion
o Conversion Mapping
o Conversion Proofing
o Conversion Testing
o Imports in lieu of conversion
• Formatting files
• Building custom templates
• Testing imports/Data validation
• Training/Documentation
o Additional repeat process training
o Post Live Assistance
• Bank Reconciliation assistance for additional months
• Month-end assistance for additional months
• Year-end assistance for multiple years
• W-2/1099 processing for multiple years
o Job aides/quick reference guides
o End user training documentation
• Testing
o Additional parallel processing
o Test script building
o Integration Testing
• Import/Export template building
• Import testing
• Process validation/documentation
All clients have unique needs on a project. By defining the use of these hours during project planning, we have the flexibility to determine the greatest needs of your organization and plan accordingly. At any point in the project, we can revisit the use of these hours and adjust content as needed to support the success of the project.
Intentionally left blank.
City of Daly City, CA
Tyler Technologies, Inc. Page | 51
Project Timeline
ERP Project Timeline
The Project Timeline establishes a target start and end date for each Phase of the Project. The timeline needs to account for resource availability, business goals, size and complexity of the Project, and task duration requirements. These will be reviewed and adjusted, if needed, during the Initiate and Plan Stage. Refer to the Project Stages section of this SOW for information on work packages associated with each stage of the implementation.
The following dates may be revised based on the date the Agreement is signed and further refined during the course of the project. Tyler requires up to forty-five (45) days to move from Agreement signing to the Initiate & Plan Stage.
Phase Functional Areas Modules Start Date Go-Live
Date
1 Financials
● Accounting/General Ledger
● Accounts Payable
● Bid Management
● Budgeting
● Capital Assets
● Cash Management
● Contract Management
● E-procurement
● Project and Grant Accounting
● Purchasing
● Accounts Receivable
● General Billing
● ACFR Statement Builder (post-live)
April 2024 July 2025
System Wide ● Enterprise Analytics & Reporting
o Tyler Reporting Services
o Munis Office
o HUB
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Tyler Technologies, Inc. Page | 52
● Tyler Forms Processing
● Tyler Content Manager Core
2 Human Resource
Management
● Payroll w/Employee Access
● HR & Talent Management
● Time and Attendance
● Recruiting
● Employee Expense Reimbursement
January
2025
January
2026
Data & Insights Project Plan
Data & Insights Project Plan
Week
1 2 3 4 5 6 7 8 9 10 11 12
Initiate and Plan
Assess and Define
Prepare Solution
Production Readiness
Production
Close
Intentionally left blank.
FIRST AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF DALY CITY
AND PLANTE & MORAN, PLLC
THIS FIRST AMENDMENT to Professional Services 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”), collectively “the Parties”.
W HEREAS, t he Parties entered into a Professional Services Agreement dated July 14, 2022 for Contractor to provide advisory services for Enterprise Resource Planning (ERP) software selection; and
WHEREAS, the Agreement includes the option for the City to retain the services of Contractor for the Implementation Services of the ERP software selection to the City; and WHEREAS, Contractor submitted a Proposal to Provide Implementation Advisory Services on March 7, 2024; and
WHEREAS, City has selected Tyler Technologies, Inc. (“Tyler”) to provide certain products and services to the City; and
WHEREAS, the Parties with to amend the Professional Services Agreement to include Contractor’s assistance to the City in the implementation and acceptance of the selected Tyler solution.
NOW, THEREFORE, THE PARTIES AGREE AS FOLLOWS:
1. SERVICES. Contractor shall provide implementation services to the City and other associated entities in the implementation and acceptance of the selected Tyler Solution, as detailed in the “Proposal to Provide Implementation Advisory Services” dated March 7, 2004, (Exhibit “A”), attached and herein incorporated to this Agreement by reference.
2. LIABILITY/HOLD HARMLESS. Contractor understands and agrees that access to the Tyler Software or Documentation is necessary for the implementation services provided by Contractor, and all such access and use shall be subject to all applicable terms and conditions of the Tyler Technologies Software as Service Agreement.
Contractor shall defend, hold harmless, and indemnify the City, its officers, and employees from any and all claims, suits, or actions in each case to the extent caused by the gross negligence or willful misconduct of Contractor specifically as to the access provided by City to the Tyler Software or Documentation by Contractor, and the City’s contractual liability obligation to Tyler Technologies, Inc. as set forth in Section B.1. of the Tyler Technologies Software as a Service Agreement dated _______________.
3. PAYMENT. City shall pay Contractor for services rendered pursuant to this First Amendment Agreement in the amount not to exceed $490,000 as listed in Exhibit “B”, Summary of Fees, attached and herein incorporated to this Agreement by reference.
4. A
ll other terms and conditions in the Agreement dated July 14, 2022 shall remain in full force and effect.
I
N WITNESS WHEREOF, the Parties hereto have duly executed this First Amendment Agreement as of the date first above written.
Date: CITY OF DALY CITY , a municipal corporation
B y:
T homas J. Piccolotti
City Manager
Date: PLANTE & MORAN, PLLC
B y:
M ike Riffel
Partner
Make the mark.
City of Daly City, CA | March 7, 2024
Proposal to Provide Implementation Advisory Services
Plante Moran Proprietary & Confidential
Exhibit A
March 7, 2024
Abby Veeser
Assistant Director of Finance and Administrative Services City of Daly CIty
333 90th St.
Daly City, CA 94015
Dear Abby:
Thank you for the opportunity to guide your team through the ERP selection project. In response to our discussion regarding implementation assistance, we understand that the City of Daly City, CA is interested in additional support services from Plante Moran during the upcoming implementation project. Plante Moran’s government consulting team offers experience providing implementation assistance for similar government organizations implementing Tyler Technologies software. Some key benefits of continuing to work with the Plante Moran team on the ERP implementation project are as follows:
• Understanding of the City’s needs. Members of the proposed team have been deeply involved with the City’s ERP selection p
roject. This allowed our team to foster a relationship with City staff and develop an understanding of the City’s
processes which will set the stage for a successful
implementation, and reduced duplicated efforts.
• Recent client experience with Tyler EERP (formerly Munis) implementations. Recent experience assisting clients with Tyler implementations including Placer County Water
A
gency, CA; City of Peoria, IL; City of Pflugerville, TX. • Plante Moran has cultivated a unique ability to serve governmental organizations. We have more than 65 years of service in the government sector and have more than 200 staff in our public sector practice. • Plante Moran has developed a proven methodology and approach based on over 30 years of enterprise system experience with governmental clients. We bring a breadth and depth of experiences facilitating current state assessments for our clients enabling them to effectively optimize core business processes, staff expertise, and systems integration.
Our proposal further describes our qualifications, proposed engagement team, and fee summary. We look f
orward to the opportunity to work further with you and your colleagues at the City. Once you have had the opportunity to review this proposal, please contact me or Brian Pesis to discuss next steps.
Sincerely,
Mike Riffel, Partner
312-602-3539 | [email protected].
Plante Moran Difference: Tyler
Implementation Experts. We
have assisted over 50 clients in
the last decade with their Tyler
implementations. Our team
understands the nuances of the
Tyler environment and has
documented valuable lessons
learned to inform the City.
Proposal to Provide Implementation Advisory Services 1
Executive summary
We understand the City would like assistance from Plante Moran to drive success and minimize risks associated with the ERP implementation project. Proposed services include:
• Implementation project management assistance
• Organizational change management services
• Subject matter expertise as-needed
Below is a summary of the proposed key project tasks, with detailed descriptions following.
Implementation Advisory Services
Plante Moran will serve as a co-Project Manager with the City’s Project Manager to assist with the implementation of the selected ERP solution (Tyler) to drive the project forward on a consistent, sustained basis.
Plante Moran proposes the creation of a project management office (PMO), with sponsorship, governance and critical decision making by the City and support from City staff, Tyler, and others as needed, to direct all project management activities and oversee the completion of implementation objectives in each of the project phases.
Plante Moran will be an integral part of the PMO and will advise the City on all decision making, budget, approach, scope, resourcing, and other project related matters.
Organizational Change Management Services
All of the ERP projects we are involved with include some element of formal or informal change management activities. These activities are more critical with clients who are migrating from technologies and processes that date back several years, or have a more change-resistant organizational culture. We recognize that these changes come with many challenges and are crucial to the success of a project. Therefore, we embed formal and informal change management activities within our project methodology to manage change effectively throughout the duration of the project. The following change management activities can be in scope:
• Conduct change-focused interviews with City leaders and staff • Administer virtual change climate survey
• Facilitate Change Impact Assessment discussions with City leaders and managers • Plan and support the creation of staff-facing communications throughout the project • Change Champion selection and Change Network co-facilitation • Plan training and support the creation of training materials prior to go-live (including documentation an
d/or step-by-step video instructions)
Subject Matter Expertise
Throughout the course of the ERP implementation, Plante Moran will be available to provide a variety of subject matter expertise to the City as-needed. This will include, but is not limited to, assistance in:
• Process and policy documentation – Finance, Human Resources • Chart of accounts design and guidance
• Internal controls and risk management
• Cybersecurity
• Infrastructure and technical guidance
• Data conversion and governance
Proposal to Provide Implementation Advisory Services 2
Detailed workplan
Implementation Project Management Assistance
Phase Objective and Summary of Activities : The purpose of this task is to assist the City in the implementation and acceptance of the selected Tyler solution. Based on the preliminary schedule as defined in vendor proposals, we anticipate the implementation timeline will be 25 months. However, this timeline may change based on a variety of factors (staff availability, functionality ultimately implemented, etc.).
We expect to develop a detailed implementation schedule in conjunction with the City’s team as well as the vendors during the plan stages of each phase. The following summary activities are examples of the types of project management services Plante Moran team can provide the City during implementation.
Project Initiation and Implementation Planning
As part of the initiation and planning phase of an implementation project, there are a number of project activities that will be performed to ensure that a solid foundation for moving forward has been established.
We would work with the City and Tyler during the initiation and planning phase on the following activities:
• Meet with the City and Tyler for project start-up activities. • Conclude on roles and responsibilities of all parties involved. • Conduct a project expectation alignment session with City staff. • Facilitate a risk management session with City staff and Tyler. • Participate in up-front kick off consulting sessions conducted by Tyler. • Develop and implement appropriate tools for managing the project, such as:
o Project charter, including project governance structure and roles and responsibilities o Project management plan, including risk and issue management o Project implementation plan and schedule
o Staffing plan
o Budget tracking tool
Project Execution and Controlling
Upon completion of the initiation and planning stages of each phase, the project will migrate to an execution and controlling phase in which the project tasks defined during the planning stage will be performed. In essence, this phase of the project is where most activities and time will be spent managing and controlling the project. During the implementation, we can support with the following activities:
• Act as a member of the functional team providing team oversight and ensuring that existing business processes are challenged during implementing those module(s). • Maintain the project collaboration site and manage project artifacts. • Manage activities of the teams for all ERP implementation phases.
Proposal to Provide Implementation Advisory Services 3
• Help the City coordinate project resources.
• Participate in consulting sessions with the City and Tyler. • Participate in project management meetings with the City and Vendor. • Work with Tyler to manage the project scope and schedule. • Monitor project timeline progress as updated by the Tyler. • Work with team leads and steering committee members to stay on task. • Monitor and provide feedback during data conversion and interface development. • Maintain and report on project risks, issues, action items, and decisions. Sample issue and risk tracker below.
• Participate in project steering committee meetings.
• Provide written project status summaries as needed to the project team, Steering Committee, and executive sponsor.
• Work with the City and Tyler to manage the project budget. See sample budget tracker below
Proposal to Provide Implementation Advisory Services 4
• Review project change orders.
• Monitor vendor compliance to the negotiated contract. • Review deliverables and provide recommendations for acceptance/conditional acceptance/non- acceptance to the City
• Provide acceptance testing guidance and assist with test plan. • Review and manage the go-live check/punch list
Project Closing and Post Implementation Support
Upon completion of the executing and controlling phases of the project, the project will transition to a project closing and transition to support phase in which much of the time will be spent on resolving go-live issues and transitioning from an implementation to an on-going operational state of the system. During the project closing phase, we will help with the following activities:
• Identify post-implementation team activities that still require resolution. • Ensure proper documentation is provided to administrators, power users, and end users. • Define Tyler post go-live support requirements both on-site and offsite. • Develop a transition plan and approach from Tyler to the City.
Proposal to Provide Implementation Advisory Services 5
• Work with the City to develop and document on-going system support procedures. • Determine who will maintain issues log for each of the teams and at a PMO level. • Determine who will be monitoring error logs for the system on a regular basis. • Finalize the ongoing support structure including roles and responsibilities. • Close-out all contracts.
• Conduct a post-implementation debrief and document lessons learned
Organizational Change Management
New technologies introduce predefined processes and workflows that will challenge the culture in place today — a culture with inefficient processes and workflows driven by outdated technology. Organizational Change Management (OCM) applies tools designed to assess, manage, and reinforce the impacts of replacing systems, redesign processes and prepare the workforce for the new systems.
As we conduct work on any process, staff will become aware of potential changes. Therefore, Plante Moran treats OCM as a program operating inside the project, keeping a pulse on capacity for staff to accept change, with a goal of preparing staff for the new knowledge, skills and abilities required to adopt new systems and be successful in their career with the City.
1. Conduct Interviews
Change lives in stories; to get to the heart of what it’s like for people in the City, we have to talk with them.
Plante Moran’s Change Management Team can participate in the interviews scheduled as part of the initial Discovery sessions or set up separate discussions to better understand how individuals across the organization experience change. Typically, we talk with the following groups/departments across the City:
• Finance
• Human Resources
• Information Technology
• Water and Wastewater
• Economic and Community Development
• Library
• Police
• Fire
• Public Works
• Recreation
As the interviews are being conducted, we begin to review questions to include in the Change Climate Survey.
Proposal to Provide Implementation Advisory Services 6
2. Administer Change Climate Survey
As informative as the interview process is, there are still some experiences of change that are best captured anonymously. The Change Climate Survey asks about individuals’ experience with change at different levels, and from different perspectives. Questions typically asked as part of the Change Climate Survey include:
• How would you rate the efforts of previous change in your organization? • How have employees responded to organizational change in the past? • How would you rate the shared vision/direction for the organization? The results of the survey are compiled in a report and will include individual responses from open-ended questions that help reveal additional insights into the organizational “pulse” when it comes to internal change and can provide valuable fodder for planned messaging throughout the project.
3. Change Impact Assessment
Technology projects usually include many discussions around future state, but rarely do we pause and take stock of exactly what these proposed changes will mean to end users.
During the Change Impact Assessment discussions, we hold two separate workshops: one with organizational leaders (who are often part of a Steering Committee or equivalent governing body) and subsequent sessions with departmental or functional area leaders.
The first conversation is best scheduled after the group has had some time to consider proposed changes and think through their potential impacts. The following discussions can build on what the leadership team suggested and is an invitation for department leaders to begin crafting their own messaging for their respective group(s).
When the Interviews, Survey and Change Impact Assessment are complete, Plante Moran’s Change Management Team will create a Change Profile Matrix that provides high-level impacts that need to be shared with specific audiences and may result in scheduled training sessions at go-live. Results captured from these discussions inform the formal Communication Strategy, Communications Plan and Editorial Calendar.
4. Communication Planning
Project team activities can be all-consuming, and easily make it seem as though everyone is “in the know”. But that’s rarely the case for the rest of the organization, who may be experiencing the fear, uncertainty and doubt that can often accompany the introduction of change-related announcements.
To include as many people as possible along during the journey through change, we recommend creating a Communication Strategy that includes:
• Impacted audiences
• Desired communication outcomes
• Key message phrases
• Intended delivers medium/channel
• Frequency of communication
Proposal to Provide Implementation Advisory Services 7
• Approver
• Creator
The Strategy is accompanied by a Communication Schedule that outlines specific dates on which individual messages should be shared, including training-related communication if necessary. These documents are supplemented by an Editorial Calendar which includes individual messages to be shared on dates identified in the Communications Schedule.
5. Champion Network Facilitation
Based on our experience with similar-sized organizations during implementations, we firmly believe that “change is an inside job”. When leaders inside the City (whether formal leaders in title or others who are recognized as leaders) act as spokespeople for the project, their colleagues begin to look to them as sources of information about what is actually happening during the implementation.
Change Champions are just as useful to the Project Team as they are to staff and can often be an effective sounding board for socializing proposed changes in a protected environment prior to sharing them with staff at large.
Change Champion groups typically include:
• 1-2 internal Change Co-Lead(s)
• Monthly Champion meetings
• Communications Committee
• Training Committee
Each Committee is composed of Champions who are drawn to a either topic and is usually headed by one or two designated leaders determined by the group. The Committees report out on their activities during the monthly Champion meetings; when they meet, they are working on establishing the Communications and Training Plans and executing on them during the implementation.
Internal Change Co-Lead(s) represent the Champions during Steering Committee meetings as well as project Core Team meetings and provide an update on the current phase of the project during their own monthly meetings. They effectively sit “between the people and the product”, and are expected to keep in touch with how staff are feeling leading up to go-live.
6. Training Planning
While your ERP vendor will likely include some version of training as part of your implementation, the material provided can vary as well as the range of potential services included in their training. In our experience, the most effective training comes from within the organization and is lead by a combination of internal Subject Matter Experts (SMEs) and vendor representatives.
Plante Moran’s Change Management Team can support the City with the following additional activities:
• Creating proprietary, step-by-step documentation for the City to use after go-live • Recording accompanying videos in a designated Training environment (as opposed to Production) • Training the City’s trainers in a Facilitation Workshop to prepare them to lead in-person sessions • Providing key points for the City to consider when determining training metrics
Proposal to Provide Implementation Advisory Services 8
Ideally, the Training Committee (made up of Change Champions) will create the Training Plan and coordinate the logistics around scheduling space for sessions, working with the project’s Core Team to ensure the correct participants are invited and that they receive adequate training for their role.
Subject Matter Expertise
Throughout the course of an implementation, the City can expect a wide variety of topics to arise. In an effort to assist with these areas, we have proposed a set budget for subject matter expertise to be utilized on an as- needed basis. This section describes potential projects, including but not limited to:
• Finance subject matter expertise
o Process and procedure documentation
o Policy creation and documentation
• Human Resources subject matter expertise
o Process and procedure documentation
o Policy creation and documentation
• Chart of accounts
o Chart of accounts redesign
o C
hart of accounts guidance
• Internal controls and risk management
o Internal controls review
o Segregation of duties analysis
• Cybersecurity
o Server configuration review
o Cloud environment security assessment
o Review of maintenance and upgrades
• Infrastructure and technical guidance
o Review of technical environment
o Assistance with changes to technical environment
o S
ourcing assistance
• Data conversion and governance
o Data governance assistance
o Data conversion guidance
o Data conversion execution
o Da
ta archiving/warehousing assistance
o Analytics/reporting assistance
Proposal to Provide Implementation Advisory Services 9
Project team
The following table lists the key personnel for this project and a description of the role each will serve.
Availability assumes a project start date of April 1, 2024. Other staff may be assigned as needed.
Project Staff Project Role
Mike Riffel
P
artner
Project Engagement Partner
Mike has overall responsibility for ensuring that all project tasks throughout the entire project are completed within schedule and budget. He also will ensure that all project deliverables meet the required quality standards and be available for executive level discussions as needed.
Brian Pesis
Senior Manager
Project Director
Brian will provide oversight to the project management and change management workstreams. His experience assisting clients with ERP implementations (including multiple Tyler implementations) paired with his experience working with Daly City will allow him to ensure the implementation progresses smoothly. Brian will be available to regularly participate in Executive Steering Committee meetings.
Nina Rajcevic
Manager
Project Manager
Nina will collaborate with the City’s Project Manager to facilitate execution of the project workplan and schedule, while managing the Plante Moran project team. She will manage the overall project implementation workplan, day-to-day project activities and status meetings, and development of project deliverables.
Jenna
Houterloot
Senior
Consultant
Project Management Consultant
Jenna will help manage the project and support day-to-day activities such as data conversion, testing, and project management. Her past experience on implementations plus her experience working with Daly City positions her as a strong project consultant to support all phases of the implementation.
Danielle
DeLonge
Senior Manager
Change Management Manager
Danielle leads the Organizational Change Management practice at Plante Moran and will lead the change management efforts on the City’s implementation. She will help the City navigate their technology transformation by taking a human-centered approach that empowers leaders and accelerates business outcomes.
Clare Schneider
Senior
Consultant
Change Management Consultant
Clare is a part of the Organizational Change Management practice and will be supporting Danielle in the delivery of change management activities proposed.
Additional
Consultants
Based on the unique needs the City identifies throughout the life of the project, we will identify and utilize additional consultants on this project. This may include areas such as subject matter experts for Finance, Human Resources, and/or Payroll, chart of accounts redesign experts, internal controls and risk management, cybersecurity, infrastructure, or any other areas as required.
Proposal to Provide Implementation Advisory Services 10 Project fees
Plante Moran proposes a not-to-exceed fee schedule for the proposed scope of services as detailed below. The estimated implementation duration is twenty-five (25) months. Services can begin prior to the implementation start date if desired.
Implementation services Fees
Implementation Project Management Services
Estimated at 50 hours per month for 25 months $343,750 Organizational Change Management Services
Estimated at 10 hours per month for 25 months
$68,750
Implementation Subject Matter Expertise – estimated 100 hours Estimated at 100 hours to be used by request
$27,500
Estimated travel costs (20 trips at $2,500 per trip) $50,000 Total $490,000
Proposal to Provide Implementation Advisory Services 11 Project Fee Assumptions
Our project fees are based on the following assumptions. Should these assumptions change, we would adjust our professional fees accordingly in consultation with the City.
Project Resources and Governance
1. The City will assign a project manager that will work directly with Plante Moran staff.
2. Executive sponsorship represents all business areas and actively serves the needs of the project throughout its duration.
3. The City maintains an active Executive Steering Committee that meets throughout the project on a recurring basis.
4. City subject matter experts are available for scheduled implementation activities and complete their assigned activities on a timely basis.
5. A project management or governance structure is developed with the City’s core team meeting on a regular basis to discuss project issues and manage change requests so their impact on schedule, resource commitments, costs, and quality can be determined.
6. Information presented by Plante Moran is well organized and thorough such that project related decisions are made in a timely manner whenever possible.
7. Stakeholders scheduled to attend meetings are present and ready to fully participate.
8. Decisions are made among the appropriate City staff in a timely manner.
9. City staff are open to considering business process changes and are willing to share their experiences surrounding current process challenges and desires for the future state processes in addition to those presented by Plante Moran for consideration.
Service Delivery
10. Plante Moran will deliver all services for all engagement phases in a hybrid manner, with key project activities performed on-site and the remainder performed remotely.
11. Travel expenses will be billed to the City at a rate of $2,500 per person per trip.
12. All onsite work activity will be confirmed at least two weeks prior to the agreed upon travel date; any travel change costs incurred after such date will be expensed to the City at actual cost. This additional cost will be over and above the not-to-exceed fee amount.
Compensation
13. We anticipate billing the City on a monthly basis for services rendered in the prior month. a. In order to provide consistent staffing, Plante Moran will bill a minimum of 25 hours per month for project management services at the rates noted above. Additional project management hours above 25 hours per month will be billed monthly as incurred in addition to the monthly minimum amount.
b. Organizational change management services will be billed to the City based on hours incurred in the previous month.
c. Subject matter expertise will be billed to the City based on hours incurred in the previous month and will only be utilized as-requested.
14. Our hourly rate through June 2026 is included in our proposed pricing. After this date, our rates will be adjusted to our then current hourly rates.
We look forward to working with you.
Please contact us with any questions.
One of the top 20 largest CPA and consulting firms in the U.S.
Brian Pesis
Senior Manager, Management
Consulting
303-846-1260
[email protected]
Mike Riffel
Partner, Management Consulting
312-602-3539
[email protected]
Proposal to Provide Implementation Advisory Services 10 Project fees
Plante Moran proposes a not-to-exceed fee schedule for the proposed scope of services as detailed below. The estimated implementation duration is twenty-five (25) months. Services can begin prior to the implementation start date if desired.
Implementation services Fees
Implementation Project Management Services
Estimated at 50 hours per month for 25 months $343,750 Organizational Change Management Services
Estimated at 10 hours per month for 25 months
$68,750
Implementation Subject Matter Expertise – estimated 100 hours Estimated at 100 hours to be used by request
$27,500
Estimated travel costs (20 trips at $2,500 per trip) $50,000 Total $490,000
Exhibit B
Proposal to Provide Implementation Advisory Services 11 Project Fee Assumptions
Our project fees are based on the following assumptions. Should these assumptions change, we would adjust our professional fees accordingly in consultation with the City.
Project Resources and Governance
1. The City will assign a project manager that will work directly with Plante Moran staff.
2. Executive sponsorship represents all business areas and actively serves the needs of the project throughout its duration.
3. The City maintains an active Executive Steering Committee that meets throughout the project on a recurring basis.
4. City subject matter experts are available for scheduled implementation activities and complete their assigned activities on a timely basis.
5. A project management or governance structure is developed with the City’s core team meeting on a regular basis to discuss project issues and manage change requests so their impact on schedule, resource commitments, costs, and quality can be determined.
6. Information presented by Plante Moran is well organized and thorough such that project related decisions are made in a timely manner whenever possible.
7. Stakeholders scheduled to attend meetings are present and ready to fully participate.
8. Decisions are made among the appropriate City staff in a timely manner.
9. City staff are open to considering business process changes and are willing to share their experiences surrounding current process challenges and desires for the future state processes in addition to those presented by Plante Moran for consideration.
Service Delivery
10. Plante Moran will deliver all services for all engagement phases in a hybrid manner, with key project activities performed on-site and the remainder performed remotely.
11. Travel expenses will be billed to the City at a rate of $2,500 per person per trip.
12. All onsite work activity will be confirmed at least two weeks prior to the agreed upon travel date; any travel change costs incurred after such date will be expensed to the City at actual cost. This additional cost will be over and above the not-to-exceed fee amount.
Compensation
13. We anticipate billing the City on a monthly basis for services rendered in the prior month. a. In order to provide consistent staffing, Plante Moran will bill a minimum of 25 hours per month for project management services at the rates noted above. Additional project management hours above 25 hours per month will be billed monthly as incurred in addition to the monthly minimum amount.
b. Organizational change management services will be billed to the City based on hours incurred in the previous month.
c. Subject matter expertise will be billed to the City based on hours incurred in the previous month and will only be utilized as-requested.
14. Our hourly rate through June 2026 is included in our proposed pricing. After this date, our rates will be adjusted to our then current hourly rates.
City Council Meeting Agenda ReportItem # _____
Meeting Date: April 8, 2024
Subject: Approve Reclassification and Assignment of Public Works Field Supervisor to Range U 053 of Miscellaneous Unrepresented Salary Schedule Recommended Action
Staff recommends that the City Council approve the following:
•Reclassification of one Lead Public Works Maintenance Worker (Streets Division) to Public Works Field Supervisor
•Assignment of Public Works Field Supervisor to Range U 053 of the Miscellaneous Unrepresented salary schedule and applicable educational incentive certifications Background
The City received a Reclassification Request in accordance with the Rule XVI Section 9 Process for Reclassifications of the Rules and Regulations of the Classified Service. The analysis of the Reclassification Request determined that, as a result of the economic downturn in 2008, numerous Street Division positions were eliminated and the existing Lead Public Works Maintenance Worker assigned to the Streets Division absorbed and assumed the workload of the former Streets Foreman classification. The Streets Division is currently budgeted to have two Lead Public Works Maintenance Workers. Staff is recommending that one Lead Public Works Maintenance Worker in the Streets Division be reclassified to the Public Works Field Supervisor position to accurately reflect their job duties effective the first full pay period after City Council adopts this resolution.
The proposed Public Works Field Supervisor will be a working supervisor and their duties will include supervision of Streets Division personnel, inspection, maintenance and repair of City infrastructure. This position will increase overall operational efficiency and better serve the needs of the City and the community.
The Public Works Field Supervisor will be eligible for educational incentive for possession of the following certifications consistent with the employees they supervise:(total amount of the below certifications may not exceed 15%):
•If employee obtains and maintains the Signs & Pavements IMSA Certification the employee shall be compensated for 2.5% of their base pay. Effective 12/14/24 this will increase to 3% of base pay.
•If employee obtains and maintains California Water Environment Association Certificate (CWEA) Grade 1- through 4 the employee shall be compensated 5% of their base pay per grade.
oThe CWEA Certification/Educational Incentive pay shall compound from one certificate grade to the next.
The Public Works Field Supervisor is also eligible to receive $145 per month for possession of a valid Class A driver’s license.
City Council Agenda Report
Subject: Approve Reclassification and Assignment of Public Works Field Supervisor to Range U 053 of Miscellaneous Unrepresented Salary Schedule Meeting Date: April 8, 2024
Fiscal Impact
The reclassification of a Lead Public Works Maintenance Worker to Public Works Field Supervisor will result in a $4,500 increase to the current budget. Sufficient budget is available from salary savings in the Streets fund for the current fiscal year.
Summary/Conclusion
Staff is requesting that the City Council approve the reclassification of one Lead Public Works Maintenance Worker assigned to the Streets Division and approve the assignment of the Public Works Field Supervisor position to Range U 053 of the Miscellaneous Unrepresented salary schedule and applicable educational incentive certifications.
Staff is available to provide any additional information desired by the Mayor or Councilmembers.
Respectfully submitted,
Natalie Sakkal Richard Chiu
Director of Human Resources Director of Public Works
City Council Meeting Agenda ReportItem # _____
Meeting Date: April 8, 2024
Subject: Authorize the City Manager to Execute a Professional Service Agreement for Construction Management and Inspection Services for Northern Cities Smart Corridor Expansion Project
Recommended Action
Staff recommends that the City Council authorize the City Manager to execute an agreement in an amount not to exceed $424,724.30, for professional services with Zoon Engineering of Emeryville, California, to provide construction management and inspection services for the Northern Cities Smart Corridor Expansion Project.
Background
The City/County Association of Governments of San Mateo County (C/CAG) is sponsoring the San Mateo County Smart Corridor Project, an Intelligent Transportation Systems (ITS) project that extends along El Camino Real and major local streets in San Mateo County connecting to US 101 and I-280. The project enables cities and the California Department of Transportation (Caltrans) to proactively manage daily traffic and non-recurring traffic congestion caused by diverted traffic due to major incidents on the freeway.
The current phase of the Smart Corridor Project will extend north into Daly City, Brisbane and Colma. The project will include the deployment of an interconnected traffic signal system, closed circuit video cameras, trailblazer/arterial dynamic message signs and vehicle detection systems, along with the installation of fiber optic communication network. These ITS elements will allow Daly City and Caltrans to deploy incident response plans to manage traffic congestion on Junipero Serra Boulevard and Bayshore Boulevard, the two primary parallel corridors to I-280 and US 101, respectively.
C/CAG has secured funds for the project and will reimburse the City for costs incurred to manage the construction contract, provide inspection services, and staff time for project-related work. On January 8, 2024, the City Council authorized the City Manager to execute the Funding Agreement with C/CAG for the construction phase of the Smart Corridor Project.
Discussion
The Public Works Engineering Division is seeking professional services of an outside consultant for the construction management and inspection services for the Northern Cities Smart Corridor Expansion Project. Due to the technical requirements that necessitate more attention to be focused on the inspection of the project on a daily basis, the services of a construction management firm that specializes in ITS projects is required. The consultant construction management and inspection services are eligible for reimbursement from C/CAG as with the construction work.
Authorize the City Manager to Execute a Professional Service Agreement for Construction Management and Inspection Services for the Northern Cities Smart Corridor Expansion Project Meeting Date: April 8, 2024
Staff advertised a Request for Proposal (RFP) for construction management and inspection services for the Northern Cities Smart Corridor Expansion Project on January 5, 2024. Proposals were received from two firms and a panel consisting of staff from the Public Works department, C/CAG and Town of Colma evaluated the proposals on their technical merits. The two firms were deemed responsive and were invited to interview with the selection committee and present their interest and qualifications for this project in February 2024. Zoon Engineering was the most qualified firm with the experience and staff to meet the needs of the project.
The scope of professional services includes, but is not limited to the following elements:
•Perform a constructability review of the project plans to identify potential areas for conflict, omissions and/or errors.
•The Construction Manager/Resident Engineer (RE) shall interpret the contract documents and provide direction to the contractor on issues of a technical and non-technical nature. •The Inspector shall be a qualified personnel throughout the duration of the project.
Inspection shall include observation and acceptance of testing as specified in the contract specifications.
Fiscal Impact
There is sufficient budget for this action in the approved FY 2023-24 Transportation Fund – Smart Corridor project account 17-312-770 to fully fund the professional services agreement.
Summary/Conclusion
Staff recommends that the City Council authorize the City Manager to execute an agreement in an amount not to exceed $424,724.30, for professional services with Zoon Engineering of Emeryville, California, to provide construction management and inspection services for the Northern Cities Smart Corridor Expansion Project
Staff is available to provide any additional information desired by the Mayor or City Council Members.
Respectfully submitted,
Shirley Chan Richard Chiu, Jr.
Acting City Engineer Director of Public Works
Attachment: Zoon Engineering Professional Services Agreement
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G:\Projects\Traffic\San Mateo Smart Corridor\Construction Management RFP\03-Agreement\ZoonEng professional serv agreement alt short form_rev 022522.doc
AGREEMENT WITH ZOON ENGINEERING
FOR PROFESSIONAL SERVICES
FOR
City of Daly City
This Agreement, made and entered into this ____ day of __________, 2024 (the “Effective Date”) by and between the CITY OF DALY CITY , a municipal corporation existing under the laws of the State of Calif ornia (”CITY"), and ZOON E NGINEERING, a California S- Corporation ("CONSULTANT"):
Zoon Engineering
3960 Adeline Street #3
Emeryville, CA 94608
R E C I T A L S :
A. CITY desires certain construction docume nt services hereinafter described as the professional services for construction manageme nt and inspection servic es for the Northern Cities Smart Corridor Expansion Project.
B. CITY desires to engage CONSULTANT to provide these consulting 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 performed by CONSULTANT under this Agreement is as described in Exhibit A to this Agreement, the propos als from Zoon Engineerin g dated January 31, 2024 and revised cost proposal dated March 13, 2024, attached and incorporated by reference.
SECTION 2 - DUTIES OF CONSULTANT
CONSULTANT shall be responsible for the professional quality, technical accuracy and coordination of all work furnished by CONS ULTANT under this Agreement. CONSULTANT shall, without additional compensation, correct or revise any errors or deficiencies in its work.
CONSULTANT represents that it is qualified to furnish the services 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 submitted by CONSULTANT and shall render decisions pertaining thereto promptly, to avoid unreasona ble delay in the progr ess 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 one (1) year.
SECTION 5 - PAYMENT
Payment shall be made by CITY only for services rendered and upon submission of a payment request upon completion and CITY approval of the work performed. In consideration for the full performance of the services set forth in Exhi bit 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 sha ll CONSULTANT’s total compensation under this Agreement exceed four hundred twenty-four th ousand seven hundred twenty-four dollars and thirty cents ($424,724.30).
SECTION 6 – TERMINATION
Without limitation to such rights or remedies as CITY shall otherwise have by law, CITY shall have the right to term inate this Agreement or suspend work on the 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 th e 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 CONSULTANT in th e performance of this Agreement, although instruments of professional service, are and sh all be the property 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 performa nce of the work and services agreed to be performed, shall act as and be an independent contractor and shall not act as an agent or employee of the City. Consultant shall obtain no ri ghts to retirement benefits or other benefits which accrue to City's employees, and Consulta nt hereby expressly waives any claim it may
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have to any such rights.
SECTION 9 - CONFIDENTIALITY
All reports and documents prep ared by CONSULTANT in connect ion with the performance of this Agreement are confidential until released by CITY to the public. CONSULTANT shall not make any such documents or information ava ilable to any individual or organization not employed by CONSULTANT or CITY without the written consent of CITY before any such release.
SECTION 10 - INTEREST OF CONSULTANT
CONSULTANT covenants that it pr esently has no interest, and shall not acquire any interest, direct or indirect, financial or otherwise, which would conflict in any manner or degree with the performance of the services under this Agreement.
SECTION 11 – USE OF SUBCONSULTANTS
CONSULTANT shall not subcontract any services to be performed by it under this Agreement without the prior writte n approval of the CITY, except for service firms enga ged 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 the performance of the professi onal services required under this Agreement, CONSULTANT shall at all times be considered an independent CONSULTANT as defined in Labor Code Section 3353, under control of the CITY as to the re sult of the work but not the means by which the result is accomplished. Nothing herein 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 co mply with the requirements set forth in SB 1383 and Public Contracts Code Section 22150 for th e procurement of recycled paper products.
To the extent that the fitness and quality ar e equal, CONSULTANT shall purchase recycled products, as defined in Public Contracts Code Section 12200 in stead 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 a ll invoices, receipts, or other proofs of purchase that detail the procurement of paper products.
SECTION 14 - INDEMNITY
To the fullest extent permitted by law (inc luding, without limitation, California Civil Code Sections 2782 and 2782.6), Consultant and Consulta nt’s sureties agree to defend (with legal counsel acceptable to th e City), indemnify and hold harmless the City, its officers, agents,
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officials, representatives, employees and volunteers (collectively “Indemnitees”) from and against any and all claims, demand s, actions, losses, damages, inju ries, and liability, direct or indirect (including, without limi tation, incidental and conseque ntial damages, court costs, attorneys’ fees, litigation expenses and fees of expert consultants or expert witnesses incurred in connection therewith and costs of investigation), that arise out of, pertain to, or relate to, directly or indirectly, in whole or in part, the negligence, recklessn ess, or willful misconduct of Consultant, any Subconsultant, an yone directly or indirectly employed by them, or anyone that they control (collectively “L iabilities”). Such obligations to defend, hold harmless and indemnify any Indemnitee shall not apply to the extent that such 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 Agreement does not operate as a release of Consultant from such professional responsibility for the work performed pursuant to this Agreement.
The duty of Consultant and its sureties to inde mnify and hold harmless as set forth above, shall include the duty to defend as se t forth in Section 2778 of the Ca lifornia Civil Code, provided, however, that nothing herein shall be construed to require the Consultant to indemnify the City, its subsidiary districts, its officers, agents or employees against any respons ibility for liability in contravention of Section 2782 of the California Civ il Code. To the extent there is an obligation to indemnify under this Section, Co nsultant shall be responsible fo r incidental and consequential damages resulting directly or indirectly, in w hole or in part, from Consultant’s negligence, recklessness, or willful misconduct.
Consultant and its sureties expr essly and specifically agree to waive a ny and all subrogation rights it may have against th e City, its subsidiary distri cts, 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 maintain for th e duration of the cont ract and three years thereafter (five years for building or major impr ovements) insurance against claims for injuries to persons or damages to propert y which may arise from or in connection with the performance of the work hereunder and the results of th at work by the CONSULTANT, 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 products-completed operations, personal & advertising in jury, with limits no less than $2,000,000 per occurrence. If a general aggregat e limit applies, either the general aggregate limit shall
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apply separately to this proj ect/location or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: ISO Form Number CA 00 01 coveri ng any auto (Code 1), or if CONSULTANT has no owned autos, hired, (Code 8) and non-owned autos (Code 9), with limit no less than $1,000,000 per accident for bodily injury and property damage.
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 minim ums shown above, the City requires and shall be entitled to coverage for the higher limits 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 offi cials, 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 c onnection with such work or operations. General liability coverage can be provided in the fo rm 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 elect ed and appointed offi cials, employees, and agents. Any insurance or self-insurance mainta ined by the City, its elected and appointed officials, employees, or agents shall be exce ss 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 subrogati on which any insurer of said CONSULTANT may acquire against the City by virtue of the payment of any loss under such insurance. CONSULTANT agrees to obta in any endorsement that may be necessary to
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effect this waiver of subrogation, but this provision applies regard less 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 c overage 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.
Acceptability of Insurers
Insurance is to be placed with insurers with a cu rrent 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 ev idence 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 “extended repo rting” coverage for a minimum 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 polic y language effecting coverage re quired by this clause. All certificates and endorsements ar e to be received and approved by the City before work commences. However, failure to obtain the re quired documents prior to the work beginning shall not waive the CONSULTANT’s obligation to provide them. The City reserves the right to require complete, certified copies of all requi red insurance policies, including endorsements required by these specifications, at any time.
SECTION 16 - NONASSIGNABILITY
Both parties hereto recognize that this Agreement is for the personal services of CONSULTANT and cannot be transferred, assi gned, or subcontracted by CO NSULTANT without the prior written consent of CITY.
SECTION 17 - RELIANCE UPON PROFESSIONAL
SKILL OF CONSULTANT
It is mutually understood and agreed by and be tween the parties hereto that CONSULTANT is skilled in the professional calli ng necessary to perform the work agreed to be done under this Agreement and that CITY relies upon the skill of CONSULTANT to do and perform the work in
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the most skillful manner, and CONSULTANT agrees to thus pe rform the work. The acceptance of CONSULTANT's work by CITY does not opera te as a release of CONSULTANT from said obligation.
SECTION 18 - WAIVERS
The waiver by either party of any breach or viola tion of any term, covenant, or condition of this Agreement or of any provisions of any ordinance or law shall not be deemed to be a waiver of such term, covenant, condition, ordinance or law or of any subsequent breach or violation of the same or of any other term, cove nant, condition, ordinance or law or of any subsequent breach or violation of the same or of any other term, condition, ordinanc e, or law. The subsequent acceptance by either party of any fee or other mo ney which may become due hereunder shall not be deemed to be a waiver of any preceding bre ach or violation by the ot her 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 jurisdiction, the remaini ng provisions of this Ag reement shall continue in full force and effect.
SECTION 20 - COSTS AND ATTORNEY FEES
Attorney fees in total amount not exceeding $5000, shall be recoverable as costs (by the filing of a cost bill) by the prevailing party in any action or actions to enforce the provisions of this Agreement. The above $5000 limit is the total of attorney fees recovera ble whether in the trial court, appellate court, or otherwise, and regardless of the number 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 aris ing out of an action, or actions to enforce the provisions of this Agreement.
SECTION 21 - NON-DISCRIMINATION
CONSULTANT warrants that it is an Equal Opportunity Empl oyer and shall comply with applicable regulations govern ing 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 condition, marital status, sex, or age, unless based upon a bona fide occupational quali fication pursuant to the California Fair Employment and Housing Act.
SECTION 22 - MEDIATION
Should any dispute arise out of this Agreement, any party may request 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 agreement, the parties shall each submit one name from mediators listed by either th e American Arbitration Association, the State
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Mediation and Conciliati on Service, or other agreed-upon se rvice. The mediator shall be selected by a blind draw.
The cost of mediation shall be bor ne equally by the parties. Ne ither 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 settlement. The mediation process, once commenced by a meeting with the mediator, shall last 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 brought against CITY in connection with CONSULTANT'S se rvices under this Ag reement. Unless the action is brought by CONSULTANT, or is based upon CONSU LTANT'S wrongdoing, CITY shall compensate CONSULTANT for preparation for testimony, testimony, and travel at CONSULTANT'S standard hourly rates at the time of actual testimony.
SECTION 24 - NOTICES
All notices hereunder shall be given in writing and mailed, po stage prepaid, addressed as follows:
To CITY: City Engineer
City of Daly City
Public Works – Engineering Division
333 90
th Street
Daly City, CA 94015
To CONSULTANT: Nabil Hissen
Zoon Engineering
3960 Adeline Street #3
Emeryville, CA 94608
SECTION 25 - AGREEMENT CONTAINS ALL
UNDERSTANDINGS; AMENDMENT
This document represents the entire and integrated agreement between CITY and CONSULTANT and supersedes al l prior negotiations, representa tions, and agreements, either written or oral.
This document may be amended only by writt en instrument, signe d by both CITY and CONSULTANT.
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SECTION 26 – AUTHORITY TO ENTER INTO AGREEMENT
CONSULTANT has all requisite power and aut hority to conduct its business and to execute, deliver, and perform the Agreemen
t. Each part y warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and to bind each respective party.
SECTION 27 - GOVERNING LAW AND VENUE
This Agreement shall be governed by the laws of the S
tate of California and, in the event of
litigation, venue will be in the County of San Mateo.
IN WITNESS WHEREOF, CITY and CONSULTANT have executed this Agreement the day and year first above written.
CITY OF DALY CITY CONSULTANT
Zoon Engineering
_______________________________ _________________________________ Thomas J. Piccolotti Nabil Hissen
City Manager CEO
APPROVED AS TO FORM
_______________________________
Rose Zimmerman
City Attorney
Title Page
PROPOSAL
to Provide
City of Daly City
Construction Management & Inspection
Services for
NORTHERN CITIES SMART CORRIDOR
EXPANSION PROJECT
January 31, 2024
Submitted by:
Zoon Engineering
3960 Adeline Street #3
Emeryville, CA 94608
(510) 451.1585
Nabil Hissen, PE
[email protected]
CM | claims | project controls
3960 adeline street #3 | emeryville, ca 94608 | zoon-eng.com
January 31, 2023
Ms. Shirley Chan
Acting City Engineer
Engineering Division, Public Works Department
333 90th Street
Daly City, CA 940515
RE: Proposal to Provide
Construction Management and Inspection Services for
The Northern Cities Smart Corridor Expansion Project
Dear Ms. Chan:
There may have been a time, when completing a project successfully involved only technical skills and engineering abilities. If these days ever existed, they are long gone. Success no longer depends exclusively on the quality of work and the acceptability of materials. Building relationships and resolving issues are equally important.
Construction today requires an inherent ability to work with various entities with potentially conflicting needs and requirements. Success is achieved through creating and nurturing strong working relationships. Effective issues' resolution abilities in search of the ever-elusive win-win are necessities.
These skills are not typically associated with Engineers. They are absolute necessities for Construction Managers.
This is the essence of the Zoon Engineering approach to Construction Management. Our ultimate objective is to ensure the successful construction of your project. We accomplish this goal in part by using extensive technical knowledge, comprehensive professional experience, and sound engineering judgment coupled with the ability to creatively resolve your construction issues effectively and efficiently.
The Northern Cities Smart Corridor Expansion Project is a high profile and sensitive project. Physical constraints, difficult project access, working in a highly congested urban setting, as well as a sensitive and vocal public, all have the potential to adversely impact your project’s budget, schedule and overall quality. We will deal with those issues by focusing on developing innovative and creative solutions through close cooperation with all concerned entities, the public and project stakeholders.
At the center of our team is our Project Manager and Resident Engineer, Saeed Shahmirzai, PE. Saeed has extensive experience working in the Bay Area and has proven his skills with great success on various high-profile projects including the New SFO Bay Bridge and the San Mateo Bridge projects. Most crucially, Saeed was the Resident Engineer for the South San Francisco Smart Corridors Expansion Project. He will achieve your success by relying on the skilled resources at his disposal, and his deep familiarity with projects of this scope.
3960 adeline street #3 | emeryville, ca 94608 | zoon-eng.com CM | claims | project controls
Saeed is supported by Assistant Resident Engineer Dana Hissen, Roadway Inspector Keyvan Khorassani, Electrical Inspector Ricky Santos, and Technical Expert Craig Parmley. The Zoon team will partner with AME for Materials Testing Services. We are experienced in providing full Construction Management services on a wide variety of projects from the initial preconstruction phase through project completion and close-out. Zoon Engineering has delivered a majority of Intelligent Transportation System (ITS) projects in the Bay area in recent years.
Zoon Engineering has a unique perspective and unmatched experience to successfully manage the Northern Cities Smart Corridor Expansion Project. Saeed and his team are enthusiastic about this project and look forward to helping you achieve its successful completion.
As Chief Executive Officer, I have the full authority to negotiate and contractually bind Zoon Engineering and can be reached at (925) 451-1585, or mail at 3960 Adeline Street # 3, Emeryville, CA 94608, or email [email protected] sh ould you have any questions or require any further information. We acknowledge receipt of Addendum #1 dated January 23, 2024.
Zoon Engineering does not wait for things to happen, we make them happen.
Sincerely,
Nabil Hissen, PE
Founder & CEO, Zoon Engineering
Authorizing Signatory
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
Table of Contents
TABLE OF CONTENTS
I. CONSULTANT INFORMATION/PROFILE AND
PROJECT TEAM QUALIFICATIONS AND EXPERIENCE 1
II. PROJECT APPROACH AND ORGANIZATION 4
III. SCOPE OF WORK 16
IV. SCHEDULE OF WORK 26
V. CONFLICT OF INTEREST STATEMENT 27
VI. TASK HOURS 28
VI. COST PROPOSAL Separate Cover
APPENDIX A: RESUMES
APPENDIX B: REQUIRED EXHIBITS AND FORMS
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
1 Legal Name of Firm: Zoon Engineering, Inc.
Address: 3960 Adeline Street Suite 3
Emeryville, CA 9468
Web Site: zoon-eng.com
Principal-In-Charge: Nabil Hissen, PE
Telephone: 925.451.1585
Email: [email protected]
Size of Firm: 30 employees
I. CONSULTANT INFORMATION/PROFILE AND PROJECT TEAM QUALIFICATIONS AND EXPERIENCE Zoon Engineering
Zoon Engineer ing was founded in 2008 with the express
goal of providing high quality engineering and project
management services within a dynamic, flexible and
tasked focused organization. Zoon has been involved in
several high-profile public works projects in California including the Presidio Parkway Reconstruction, New
Eastern Span of the San Francisco -Oakland Bay Bridge,
Presidio Parkway, Caldecott Tunnel and mo re recently
California High Speed Rail. The firm’s guiding principl e is to ad d value to privat e entities and public agencies by furnishing high level technical resources and expertise. Our approach combines highly developed engineering and management capabilities with proven problem solving and relationship building skills. Zoon Engineering is a certified Small Business.
Zoon specializes in providing program management, construction management, project controls, and contract administration services on complex and sensitive infrastructure projects. We are proud of our excellent track record and reaffirm our stron g commitment to protect our clients’ interests. Our success can be traced to our passion and love for what we do and is a direct result of high-level technical engineering skills coupled with enhanced interpersonal capabilities.
Applied Materials & Engineering
Applied Materials & Engineering (AME) is a full -service materials engineering company providing specialized materials testing services. Ba sed in Oakland, AME will be able to respond efficiently and effectively to all our project’s testing needs. Founded in 1988, AME’s staff includes civil, structural, metallurgical and materials engineers and geologists with advanced degrees and years of field experience. The support staff includes certified field and laboratory technicians.
Together with AME, Zoon’s success can be traced to our passion and lo ve for what we do and is a direct result of hig h-level technical engineering skills coupled with enhanced interpersonal capabilit ies. We excel in providing a wide array of services including:
• Project Management • Claims Management
• Construction Management • Source Inspection
• Project Controls • Materials Testing
RELEVANT PROJECT EXPERIENCE
We are devoted to delivering success to your endeavor by creating unified teams focused on a safe work environment, effectively resolving project issues, minimizing overall costs, achieving excellent qu ality, and maintaining timelines and schedule . A representative list of pro jects similar to the Northern Cities Smart Corridor Expansion Project:
South San Francisco Smart Corridors Expansion Project, San Mateo County, California This City/County Association of Governments of San Mateo County (C/CAG) funded project continued the implementation of the San Mateo Country Smart Corridor Program into South San Francisco , from South Airport Boulevard to Oyster Point Boulevard along two major arterial roadways. The project encompassed various components, including the installation of new fiber optic in existing c onduits, implementation of wireless communications, upgrades and replacement of tra ffic signal controllers,
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
2 Contracting Agency: City of South San Francisco
Contracting Agency Project Manager: Angel Torres, P.E., Project Manager Contracting Agency Contact Information: (650) 515-8286
Contract Amount: $5,400,000.00 (Construction); $813,000.00 (CM Services) Funding Agency: City/County Association of Governments of San Mateo County (C/CAG) Date Of Contract: May 2022
Date Of Completion: Spring 2024 (expected)
deployment of CCTV ca meras, system detection, Arterial Dynamic Message Signs (ADMS), Arterial System Detection/Microwave Vehicle Detection System (MVDS), trailblazer signs along the project corridors and construction of the Traffic Management Center (TMC) room in the City ’s corporate yard with new video wall, several work stations and new lighting system. Additionally, system integration was a key aspect, involving the development and deployment of f ield elements and software to se amlessly integrate the devices and systems. This project was valued at $ 6 million, with work occurring both during normal business hours and nights. Construction began in May 20 22 and is scheduled to complete in Spring 2024.
Zoon Engineering was responsible fo r pre-construction constructability review and providing construction management during the constructi on p hase through closeout, including performing contract negotiations, RFI responses, managing change orders, submittal review, document control an d progress payment pro cessing per LAPM and Caltrans Standards . Zoon provided full construction management services including res olving and ma naging co ntract change orders and pote ntial claims.
Zoon was res ponsible f or i dentifying contractual issues, deve loping mitigation plans, contr actor negotiations, claims avoidance and resolution.
This project presented notable complexities, primarily due to the installation of fiber optic cable within the existing conduit infrastructure. Unf ortunately, the conduit work from the previous contractor was flawed, necessitating substantial trouble shooting and coordination efforts to rectify the infrastructure for fiber optic pulling operations. Zoon took the lead in identifying deficiencies in conduit runs and pull boxes, meticulously documenting each issue.
The gathered information played a pivotal role in compelling the previous contractor to rec tify their work at no extra expense to the City , thereby maintaining the Smart Corridor Project's momentum and ensuring its constructability. Looking ahead, it is advisable for future projects of similar nature to initiate immediate coordination with the prior civil contractor. This involves obtaining as -builts, establishing direct communication channels b etween the Construction Manager and the previous contracto r, and outlining clear expectations for repair work and associated timelines.
The troubleshooting and inspection of the existing system should take precedence in project operations, being inte gral to the success of the fiber optic contractor. All involved parties should collaborate to proactively address any issues related to the existing system early in the project lifecycle, aiming to keep the project within budget and adhere to the scheduled completion time.
I-880 Express Lanes Conversion Project, Alameda County, California This Bay Area Infrastru cture Fina ncing Authority (BAIFA) funded project pr oposed to convert e xisting High Occupancy Vehicle ( HOV) lanes to Express Lanes along Interstate 880 from High Street to t he SR 237 interchange in b oth the northbound and southbound directions. The project include d installing toll tag readers an d FasTrak e quipment, traffic mo nitoring equ ipment, overhead si gn structures and road signage as well as concr ete median barrier construc tion and stri ping. With a length of over 30 miles
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
3 Contracting Agency: Bay Area Infrastructure Financing Authority (BAIFA) Contracting Agency Project Manager: Angela Louie, PE, Project Manager Contracting Agency Contact Information: (415) 778-5203.
Contract Amount: $45,000,000.00 (Construction); $7,080,000.00 (CM Services) Funding Source: Various
Date Of Contract: March 2016
Date Of Completion: December 2020
Contracting Agency: Bay Area Infrastructure Financing Authority (BAIFA) Contracting Agency Project Manager: Peter Lee, PE, Project Manager Contracting Agency Contact Information: (415) 778-6716
Contract Amount: $17,000,000.00 (Construction) ; $1,700,000.00 (CM Services) Funding Source: Various
Date Of Contract: July 2015
Date Of Completion: December 2017
along In terstate 880, the proje ct span ned various citie s from Oak land, S an Leandro, Hayward, Union City, and Fremont. With a construction value $45 million a significant portion of the work was conducted at night in multiple locations concurrently. Construction work began in July 2017 w ith completion in the end of 2020.
Zoon Engineering was responsible fo r pre-construction constructability review and providing construction management during the constructi on p hase through closeout, including performing contract negotiations, RFI responses, managing change orders, submittal review, document control and progress payment pro cessing, per Caltrans Standar ds. Zoon provided full construction management services including res olving and ma naging co ntract change orders and potential claims. Zoon was responsible f or i dentifying contractual issues, deve loping mitigation plans, contr actor ne gotiations, claims avoidance and resolution.
I-680 Express Lanes Conversion Project, Contra Costa/Alameda Counties, California This Ba y Area Infr astructure Financing Author ity (BA IFA) fun ded project pro posed to convert exist ing High Occupancy Veh icle (HOV) lanes to Express Lanes along Interstate 680 from Al costa Boulev ard to Livorna Road in th e no rthbound dir ection and from Rud gear Road t o Alcosta Boulevard in the southbound direction. The project inc luded installing toll ta g r eaders and FasTrak e quipment, traffic monitoring equipment, overhead sign structu res and road signage as well as conc rete m edian barrier construction and striping. With a len gth of over 13 miles along I nterstate 680, the project sp anned various cities f rom S an Ramon and Dubli n in the s outh to Danv ille, Alamo, and Walnut Cre ek in the north. With a construction value of $17 million, a significant portion of the work was conducted at night in multiple locations concurrently. Construction work began in Au gust 2015 and was complet ed in April 2017. The Express Lane was opened to traffic on October 9, 2017.
Zoon Engineering was responsible for p roviding full co nstruction services o n t his p roject including scheduling, ma naging contract c hange and po tential claims. Zoon s taff was responsible fo r identifying contractual issues, developing mitiga tion plans, contractor negotiations, claims avoidance and resolution and administering the approval process.
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
4 Contracting Agency: San Mateo County Transportation Authority (SMCTA) Contracting Agency Project Manager: Joe Hurley, PE, Director Contracting Agency Contact Information: (650) 508-7942
Contract Amount: $325,000,000.00 (Construction) ; $2,500,000.00 (CM Services) Funding Source: Various
Date Of Contract: January 2020
Date Of Completion: November 2022
US-101 Express Lanes Conversion Project, San Mateo County, California San Mateo County Transportation Authori ty (SMCTA) prop osed to convert existing High Occupanc y Vehicle (HOV) lanes to Express Lanes along US -101 from US -101/Embarcadero Road Interchange to the US 101/ Whipple Interchange and construct new express lanes from the US 101/ Whipple Interchange to I-380 Interchange. The project was delivered using the CM/GC (Construction Manager /General Contractor) approach with Kiewit Pacific having been selected for this work in 2017.
The scope of work include d installing toll tag readers and FasTra k equipment, traffi c monitoring equipment, overhead sign structures and road signage as well as concrete median barrier c onstruction and striping. The proposed civil work was completed via two contracts: the desig n for the Southern Contract was completed in December 2018 and construction began in April 2019. The design for the Northern Contract was completed in late 2019 and construction began shortly thereaf ter. Zoon Engineering provided construction management , scheduling, inspectio n, office engineering, claims management and TSI coordination services on this project.
II. PROJECT APPROACH AND ORGANIZATION
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
5 We have assembled a distinct and qualified team to provide th e services outline d in your RF Q. In forming our team, we endeavored to match the qualification and experience requirements of the City of Daly City with our proposed staff experience and expertise. Our goal is to provide you with a flexible and wide-ranging team that ha s already been tested in mana ging the key issues on your projects. Our team has deep experience and specific knowledge in:
• Caltrans Local Assistance Procedures Manual (LAPM)
• Manual on Uniform Traffic Control Devices (MUTCD)
• Fiber optic installation and system integration
• Roadway construction in cluding grading, paving, storm, sewer and underground infrastructure, utilities, and curb, gutter and sidewalk
• Working in sensitive environments such as creeks
• Working with environmental and regulatory agencies
• Traffic signals operations and street lighting
• Coordinating with various public agencies and private stakeholders • Coordinating with utilities
• Managing various construction projects to a ccommodate traffic, public a ccess, businesses, and residents
Saeed Shahmirzai, PE – Project Manager/Resident Engineer Saeed’s construction management b ackground includes technical and management roles on bot h the contractor’s side and the ow ner’s side for numerous transportation -related projects throughout the San Francisco Bay Are a. He is a recognized expert in the specialty areas of traffic handling, construction staging and utility coordination on mega projects, and is intimately familiar with Caltrans policies and procedures with specific knowledge of the State’ s Standard Specifications and S tandard plans as well as the Construction Manual. Most recently, he served as the Resident Engineer for the South Sa n Francisco Smart Corridor Project. As the c ontractor’s project manager, he was involved in estimating and bidding process and managed al l field operations on several major new interchange projects along I -580 in Richmond, California. As a Caltrans/Consultant Senior Constru ction Engineer and Resident E ngineer he has managed and worked on numerous high -profile projects in the Bay Area freeways alo ng, I-80, I-880, I-580, I -238, highway 101, San Mateo Bridge, Richmond -San Rafael Bridge and San Francisco -Oakland Bay Bridge Saeed will be your single point of contact and focal point for all project related matters.
Dana Hissen – Assistant Resident Engineer/Scheduler
Dana has over 9 years of experience as an assistant resident engineer, office engineer, contract change order coordi nator, and sch eduler. Sh e has robust experience in project control s, construction management, and contract adm inistration, and field operations, es pecially with re gards to fiber optic systems. Dana has played key roles in managi ng contract estimates and bud gets; identifying, negotiating, and writing contract change orders, analyzing contractor schedules to ensure timely project delivery, and assessing and identifying potential deficiencies in fiber optic system s to ensure their viability and function . Her experience on high pr ofile projects l ends her insights into workin g with various local and state agencies at various stages of project delivery.
Keyvan Khorassani – Project Inspector
Keyvan has over 8 years of experience in construction and co nstruction management, including field inspections, project management, cost estimating, contract admin istration, job cost accounting , and construction operations. Keyvan has extensive experience inspecting various construction activities including traffic control, excavation, earthwork, paving and gra ding, concrete barrier rail construction, metal beam guard rails installation, concrete curb , gutter & sidewalk , retaining walls, irrigation &
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
6 landscaping, and storm water pollution prevention. He maintains a strong command over the policies and procedures outlined in the Caltrans Construction Manual. Keyvan is also experienced in the use of various electronic document control and project management systems. Keyvan also has over 3 years of experience in electronic quality control field, and most recently served as the inspector for the South San Francisco Smart Corridor Expansion project.
Ricky Santos – Electrical Inspector
Rick has over 25 years of experience as an Electrician Foreman specializing in the publi c works transportation and freeways, rail, large industrial and massive building , and commercial projec ts. He brings a wealth of knowledge in all aspects of power systems, communication systems, fiber optic installation and testing, traffic signalization, control systems and lighting. He also has excellent project management skills for electrical pr ojects and can manage multiple projec ts, review and respond to RFIs, submittals, perform constructability reviews and cost estimating.
Craig Parmley – Technical Support (As Needed)
Craig brings a long history of proven success on various types of public works proj ects to the team. His skills as a construction manager, project manager and resident engineer have been acquired through over 32 years of experience. The combination of strong communications and negotiating skills coupled with an excellent technica l knowledge and deep construction exp erience make Craig an instrumental member to our team. Craig served as the Division Chief for the County of Marin’s Road Co nstruction and Maintenance Division. Total yearly CIP projects averaged $18M a year and included road ov erlays, bridge construction and repair, retaining wall construction and repair, general road infrastructure maintenance, replacement and repair of the County’s storm drain system, and the management of a construction crew of 48 individuals. Craig h as also been an indispensable role on various fiber optic projects, as the Resident Engineer of the I-880 E xpress Lane Projects, and as the Resident Engineer for fiber optic installation and system integration in for the 101 Express Lanes Project.
REFERENCES
Saeed Shahmirzai, PE – Project Manager, Resident Engineer Reference Project
Angel Torres, PE, SSF, (650) 829-8286 South San Francisco Smart Corridors Expansion Project Deanna Vilcheck, PE, Caltrans, (510) 772-7895 SFOBB Toll Plaza Rehabilitation Dana Hissen – Assistant Resident Engineer/Scheduler
Angel Torres, PE, SSF, (650) 829-8286 South San Francisco Smart Corridors Expansion Project Angela Louie, PE, MTC, (415) 778-5203 I-880 Express Lane Conversion Project Keyvan Khorassi – Project Inspector
Angel Torres, PE, SSF, (650) 829-8286 South San Francisco Smart Corridors Expansion Project Megah Bansal, PE, Palo Alto, (650) 329-2693 Palo Alto Highway 101 POC Project
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
7 Ricky Santos – Electrical Inspector
Helaina Harris, BART, (510) 926-2452 Train Control Room Battery Replacement Project Doug Inori, PE, Caltrans (650) 333-4036 101 Express Lanes Conversion Project Craig Parmley – Technical Support
Ali Hatefi, PE, Martinez, (925) 372-3515 Oak Grove Road Improvements Project – Phase 2 Angela Louie, PE, MTC, (415) 778-5203 I-880 Express Lane Conversion Project
PROJECT & MANAGEMENT APPROACH
The scope of this project includes complex traffic control, furnishing and installing 2” and 4” conduits, CCTV cameras, Trail Blazer Signs (TBS), poles, Microwav e Vehicle Detection Systems (MVDS), tra ffic signal controllers, Uninterrupted Power Supply (UPS) systems, conductors, tracer wires, Cat 6 cables, fiber optic cables, splice closures, various size pull boxes, cabinets, vario us communication equipment and work stati ons. The comprehensive scope also covers the removal of existing equipment, erosion control measures, and concrete flatwork. It is essential to note that the project involves a meticulous and multifaceted approach, encompassing diverse elements fro m extensive traffic control to sophisticated communication infrastructure.
The Zoon team will proactively check and evaluate the existing conditions of the site and all systems.
This information will be integrated with various elements of the project to identify potential issues and conflicts. The team will then provide possible solutions to the design team for efficient implementation.
In addition, the Zoon team will inspect all pull boxes, cabinets, and conduits to identify potential overfill and space issues. Furthermore, we will examine for any conflicts with existing trees, tree roots, utility vaults, curb ramps, proper sidewalk width, driveways, and site distances in relation to the new sign locations and foundation work.
Zoon's current experience, along with lessons learned from the South San Francisco Smart Corridor Project, will be invaluable for intricately detailing the installation of various components. This meticulous approach is crucial to ensuring the successful implementation of the project's objectives.
The Zoon Team is prepared to address project challenges and issues head -on, developing comprehensive strategies for managing them. With extensive experience in providing full Construction Management services, we have successfully handled a wide variety of projects from the initial preconstruction phase through project completion and close-out.
Our strategy to achieving the successful completion of the Smart Corridor Expansion Project is to identify project risks ea rly and develop innovative and creative s olutions to c ontain them before th ey lead to adverse cost and schedule impacts. We will re ly on our team’s si gnificant experience working on a wide variety of freeway projects over the past few yea rs as we navigate the project to its ultimate success. Throughout this process, our efforts will be guided by three main principles:
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
8 • Maintaining project schedule
• Minimizing construction cost
• Ensuring project quality
• Enhance project safety
Our team has already reviewed your project’s proposed plans, visited the p roject site ex tensively and educated ourselves on the potential issues we will likely encounter while providin g construction management services. Zoon Engineering will assi st the City in the e ffort t o provide Biddability and Constructability reviews for the project and brings a unique understanding and knowledge o f the project’s technical challenges and various contractual needs. Our team’s approach to delivering your project within your budgetary and schedule requires comprises the following:
• Coordinating with the vario us project stakeholders including Caltrans, project stakeholders and the various utilities.
• Managing the construction contractor’s work activiti es and o peration to minimize impacts on local traffic, residents and business.
• Assisting in deve loping and imple menting a Public Outrea ch plan to provide acc urate project information in real time and foster public support for the project. • Overseeing the overall qu ality of the work and properly coordinating with both civil and ITS contractors to avoid conflicts and unnecessary rework.
• Identifying, mitigating and resolving overall project risks early to avoid adverse schedule and cost impacts on the project.
• Comprehensive administration of the const ruction contract(s) including managing change orders, s ubmittal reviews , requests for informat ion, progress payments and estimates, CPM schedule, reporting, document control, as-build drawings and project closeout.
The sections that follow present Zoon’s detailed approach managing the issues and challenges approach presented by the Smart Corridor Expan sion Project’s. By managing these challenges we will deliver unqualified success to Daly City.
a) Constructability/Biddability
The purpose of con structability an d biddability reviews is to identify potential areas for c onflict, omissions and errors that c ould adversely impact project cost, schedule, or quality. These reviews also afford opportunities to identify potential areas for c ost savings and schedule shrinkage. The potential benefits can be s ignificant. All members of Zoon’s team are highly adept and have extensive experience in conducting constructability and biddabili ty reviews. We wi ll work closely with your select ed designer, affected City Departments and external stakeholders such as Caltrans, to review your contract plans and specifications to eliminate potential conflicts and minimize the risk for a dverse delays and cost overruns during construction. Our team will lo ok at the plans an d specifications using their extensive experience to identify potential pitfalls and provide ways to avoid them during construction. b) Procurement Management
Zoon will supp ort the City in the procurement proc ess. Our team will support and facilitate the City’s efforts to procure and execute competitively bid contra cts. Our Team wi ll assemble procurement documents and assist with the procurement pro cess. We have extensive e xperience managing bid advertising, opening and analysis.
Our team wi ll assist the City with deliberations, interviews, debriefings, and the contrac t award proces s.
Zoon ha s provided this service successfully on several project most rec ently fo r Metropolita n Transportation Commission’s I -680 a nd I-880 Express Lan e Conversion Projects, as well as projects for Palo Alto, East Palo Alto, and various other Bay Area entities.
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
9 c) Storm Water Pollution Prevention
Storm Water Pollution Prevention is anot her issue that has come to the forefront of our industry. The effectiveness of the contr actor’s Plan will directly impact our project’s success. Our team’s kn owledge and expertise in developing and implementing SWPPPs will be used to your advantage. Your Project will comply with Regional Water Quality Control Board (RWQCB) regulations.
Zoon will work closely with the contr actor on all Storm water control issues. Saeed and Keyvan will lead our efforts to co ordinate with all parties to ensure Caltrans and RWQCB approval. O ur involvement in this process begins with the development of the SWPPP. We will ensure the proper installation of ESA fencing to pro tect State e nvironmental resources. Concrete washout loc ations and areas will be clearly designated on the Water Pollutio n Control plan (WPCP), so that they can be used efficiently withou t blocking the ingress and egress for the concrete trucks during the CIDH concrete pours.
Our efforts will continue with ensuring the p roper implementation of the approved plan. We will then observe field conditions for the effectiveness of the contractor’s Best Management Practices. If necessary, the SWPPP will be amended and improv ed accordingly. Our team will maintain the necessary documentation. Our goal is to make storm water control a non-issue. d) Relationship with Caltrans
All members of our team have a great deal of experience working with C altrans. Saeed, Keyvan, Ricky, Dana, and Craig are extremel y well versed with the internal cu lture and intricacies of the agency in general and specifi cally with District 4 oversight staff. In specific they have all worked extensively, and developed deep relatio nships with District 4’s constructi on field staff inc luding: Jonathan Ng , Gar, Darryl Schram, and Doug Ino ri. Those existing relationships with the likely Caltrans oversight team wi ll go a long way in facilit ating and streamlining our project deliv ery efforts. We will leverage these well- established professional relationships to maintain the flow of information and coordination necessary to achieve your project’s success.
Saeed and Keyvan will coordinate our project activities with all other on-going Caltrans projects adjacent to our project locations. We will wor k with the local Caltrans Maintenance Team in this area to address the ongoing maintenance and emergency issues that arise during the course of this p roject. This will help the contractor gain access to work areas within Caltrans right of way in a timely m anner, and avoid any potential delays to our project and other on-going State and local agency projects.
Our team thoroughly und erstands the State’s co -op agreement, encroachment permit, sta ndards, and various req uirements. This knowledge directly benefit s your project . We w ill keep Caltrans oversight personnel well informed. This will help in acce lerating relief of maintena nce approval from the State. In addition, our team’s strong working r elations with Caltra ns staff ensure the efficient transfer of information between all stakeholders.
e) Utility Coordination
Utility coordination is of the utmos t importance in keeping you r project on schedule. Working closely with inspection staff, o ur assigned resident engineer will lead t he team in coordinating ut ility construction. We will schedule meetings prior to construction with all involved. Our team als o has extensive working ex perience with the various utilit y groups including high volt electrical, water, sewer/storm, and telecom. Our existing strong relat ions with these various groups will be instrumental in managing your project in a seamless and effect ive manner. Our goal is to make sure utility wor k is properly coordinated with overall project activities and does not adversely impact the projects’ overa ll schedule or budget. (For more information on utility coordination please refer to Potential Obstacles in Section 3: Scope of Work).
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
10 f) Storm Water Pollution Prevention
Storm Water Pollution Prevent ion (SWPP) is another issue that has come to the forefron t of o ur industry. The effectiveness of the project’s Plan will directly i mpact our project’s success . Our team’s knowledge and expertise in developing and implementing SWPPPs will be used t o your advantage. Your Project will comply with Regional Water Quality Control Board (RWQCB) regulations. Our involvement in this process begins with the development of the SWPPP. We will coordinate with the RWQCB to address any concerns and obtain their approval.
Our efforts will continue with ensuring the proper i mplementation of the approved plan. We will then observe field conditions for the effectiveness of the co ntractor’s Best Manag ement Practices. If necessary, the SWPPP will be amended and improved accordingly. Our team will maintain the necessary documentation. Our goal is to make SWPPP a non-issue.
g) Relationship with the Contractor
Our approach to deal ing with the contractor is based on fir mness and fairness. Our team will wor k on developing a partnershi p based on mutual trust and confidence. This relationship will form the cornerstone for our strategy to avoiding potential claims and resolving project issues.
All members of the constructi on management team will work to wards the goal of resolving potential differences with the contractor in a timely a nd fair manner. We practice claims avo idance and will work very hard to find the oft en-elusive w in-win for all concerned. Zoon is committed to th e concept of partnering as an efficient means of resolving issues . Our goal: “No unresolved claims by the end of the project.”
h) Underground Construction Activities
Our team is extremely familiar with a wide variety of underg round construction techniques including open trenching and directional boring. When required on y our projects our team will work closely with the contractor to make sure the work is d one safely and efficiently. Wh en trenches are ov er 5 feet in depth, our team will make sure the contra ctor’s competent person condu cts site specific evaluat ion on the need of shoring.
Key Approach: Before the trenching operations s tart our Team will check to verif y th at Underground Service Alert (USA) has been contacted and th at trench layouts and all adjacent utilit ies have been clearly identified and marked. If necessary, the Zoon Resident Engineer will coordinate any potholing to accurately locate the e xact locations and depths of u tilities potentially in conflict with the work. The Zoon Team will revie w the contractor’s excavation , trenching and shoring p lans for any trenching and bore pits to ens ure that they have covered all ba ses. Our inspectors will monitor the contractor’s field trenching activities on a daily basis. They will ensure that all work is performed in accordance with the approved trenching and shoring plans.
Our team will ensure that all trenches and pits are backfilled prior t o ending each work day, and restored per City standards, to provide for a smooth and safe ride before opening the area to traffic. i) Change/Cost Control
Change/Cost Control provides the means to monitor and track changes to t he scope of the p roject as compared to the baseline scope adopted by the City, as reflected in the contract docume nts. Saeed will focus on early identifica tion and reporting of potential cost and schedule impacts caused by various conditions including project design development refinement, differing and/or unknown site conditions, contractual issues, and project schedule delays or accelerations.
The Zoon Team will identify a nd evaluate resulting cost and schedu le impacts, and use this information to resolve the impacts through developing mitigation and work-around plans, or for negotiating contract
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
11 changes with the least amoun t of impact to your project bud get and schedule. Our team has extensive experience negotiating and resolving contractual issues. We will use this skill set to deal with issues early on thereby minimizing any potential associated costs and/or delays.
To mai ntain cost control d uring the c onstruction phase of the proje ct, Zoon will use a comput erized tracking system to facilitate this re cord keeping during the project. Through this system, we track commitments and change order requests for each contra ctor. We also track payments to the contractor and balances owed. Additionally, we maintain an updated record of all pending contract modifications.
All change orders will be logged i n and tracked as described above. Depending on the nature of the change an impact a ssessment will be p erformed. Should a change ord er or claim arise, this review will be the basis for development of a course of action for deposition of the claim. We will prepare a fair cost estimate as a basis of negotiation and will propose a recommend ation for the final negotiated amount.
Saeed’s experience make our team ideally suited to negoti ate on the City ’s behalf, a fair price for any extra costs incurred.
j) Risk Management
During the preconstruction phase, working with the City, external stakehold ers, and the designer, the Zoon Team will identify project risks with the potential for adversely impacting schedule, cost, or quality.
Each risk will be fully investigated and assessed for likelihood of occurrence and potential cost. These risks will form the backbone of our project Ris k Register. This information can in turn be used to provide permutations of total project risk assessment including a numerical value of project risk by relating risk occurrence to cost.
The project Risk Register will be ev aluated on a continual basis dur ing the design an d construction phases. Saeed will assess any changes in the level of risk occurren ce and potential co st. We will be able to provide status of project risk throughout the various stages of project delivery. T his approach allows the City to realistically forecast project contingencies and budget allocations. k) Claims Avoidance
Our approach to dealing with claims begins with building relations with your selected contractor based on firmness and fairness. Our team will work on developin g a p artnership based on t rust and confidence. This relationship will form the cornerstone of our strategy to resolving project issues.
A good understanding of the construction process is a prime ingredient for success in cl aims avoidance, which requires the participation of all project team members throughout the life of the project. As a construction manager with unparalleled experience working with several contractors, Saeed is best able to provide the contractor’s perspective to this process. This wi ll be used to enhance our tea m’s abilities and skill set.
Saeed will lead our team in developing potential construction schedules, work strategies, and implementation plans. The process begins during the pre-construction phase and co ntinues throughout the construction process. Our team will diligently review and analyze potent ial areas of delay. We will identify work-around plans and work to mitigate any ad verse impacts to the project. In addition, we will maintain and update an indepen dent As-Built plan. This enables us to tra ck work on a daily basis at any given location and provides factual information on how the work was actually accomplished.
All members of the construction management team will work towards the goal of resolving p otential conflicts in a timely and fair manner. We practice claims avoidance and will work dili gently to find solutions to issues before they become problems.
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
12 l) Document Control
Zoon will develop and implement a document control system in conformance to th e City’s requirements and the Caltrans Construction Manual guidelines. Electronic forms and the document control system will be implemented at project start up. Our team is adept at the use of several electronic document control systems and we are open to using any software package mandated by the City.
We have significant experience with various electronic docu ment control systems , and will be able to effectively use it to optim ize project deliverables and communications . Dana’s experience providing this support on BAIFA’s I -680 Express Lane and I-880 Express Lane projects will be an asse t in administering the Smart Corridor Expansion Project both effectively and efficiently.
Our team will track issues, submittals, requests -for-information, shop drawi ngs, change orders, correspondence, and potential clai ms. We have the ability and experience to contr ol all projec t-related issues and documents. We will maintain accurate records of work progress and contract pay item quantity tracking. This information will be used for estimating and pr ocessing mont hly progress payments accurately and correctly.
Our team will be provided with la ptop computers, mobile devices, and remote internet access (hot spots) which will enable them to conduct all their activities in a se lf-contained manner from their trucks in the field. Sae ed will have remote access to project pla ns, submittals , RFI responses, standard specifications, and other project specific information at the click of a button. This increases th eir response time and efficiency, and streamlines the inspection process. m) Reporting
Saeed will provide the City’s project manager with regular reports related to project staffing projections, sub consultant participation levels, and other budgetary issues. These re ports wil l d iscuss the effectiveness of current staffing plans, provide alternates, and address potential mo difications if necessary.
Our team will also produce project -specific reports that address status of the work, outstanding construction issues, pot ential chang e orders, construction bud gets, contingency funds, and schedules.
Dana will be responsible for producing meeting agenda s and minutes, and status logs for RF Is, submittals, issues, and change orders. She will track progress on payment estimates in the fo rm of a monthly payment estimate report.
Our team will maintain daily inspection reports that deta il work progress by location, equipment, labor, materials incorporated on the project , potential conflicts, materials testing results, and contract item quantities.
n) Communication – Approach to Communicating with the City/Local Stakeholders The Zoon Team places a high value on open and well -developed lines of communi cation. We are committed to fully communicating with all project stakeholders. To achieve this go al, our te am, led by Saeed will work with the designer Kimley-Horn, contractors, utilities, and external agencies to establish strong working relationships bui lt on a truly open flow of information. Strong teams are built on regular and frequent communication and coordination between the various project participa nts and the Zoon Team is committed to taking the lead in this area.
The sensitive nature and locatio n of the Smart Corrido r Expansion Project make it imperative to have quick and accurate communications between all team members and stakeholders. Besides conven tional communication tools, the Zoon Team will stress the use of web-based management systems th at enhance collaboration and the hassle -free transfer of data and project information. In this fashion, we can easily convey a ll project documentation, bud get management, correspondence, design documents,
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
13 progress photos and several other project deliverables. Our stated goal is to enhance the overall progress of the project through open lines of comm unication. Zoon team will keep the City informed of the project issues and progress daily, Saeed provides compr ehensive monthly reports, with project status, information on work perf ormed during the past month with photos, anticipated operation for the following month, potential issues, costs and schedule update o) Invoice Processing
The contractor ’s monthly payment r equisitions are based upon work in place, and we verify this on a regular basis. The Zoon Team will review contractor invoices to ascertain that the work has been completed, that nonconforming work, if any, has been corrected, and that relevant financial/legal/administrative procedures are complied with and all other necessar y documentation submitted. For payment of materials fabricated or stored off-site (materials on hand) we will coordinate off site f acilities’ inspectio ns and protect ion conditions, and review paid invoices, bills of sales, insurance, and waivers of lien prior to recommending payment.
The Zoon Team will coordinate the inspection and payment review by the various required City groups.
Following the above inspection and r eview process, we submit to the City our recommendation for payment.
p) Project Close-out
The Zoon Team maintains a philosophy of ‘No Punc h List’ to facilitate and expedite project close out. A lengthy list of items to comp lete at the end of a project is frus trating, time consuming, and costly for all parties. By addressing the majority of these items as they are observ ed during the construction process our team will greatly minimize the remedial work to be performed at the end of the project.
Our team will perform thorou gh w alk-throughs on a regular basis. Engage the project stakeholders Caltrans, the City and any other agencies involved in the project review during the course of construction and at the key milestones to co nduct our field revie ws and address the p otential issues in real time. Only when our team is fully satisfied with the work, will we coordinate prepa ration of Caltrans’ and the City ’s final safety dr ive through and review of the project, detailing the items of work remaining so that these items may be completed satisfactorily in an expeditious manner. q) Safety
Our approach to safet y is clear and concise: Our goal is no job i njuries. This zero -tolerance attitude necessitates a hig h level of involvement and coordination with the City and contractor personnel. The Zoon Team’s strategy to achieve our safety goals includes the following:
• Developing and implementing a project-specific Code of Safe Practices • Providing safety training to all Team members
• Conducting weekly safety meetings
• Attending and documenting contractor tailgate safety meetings • Monitoring contractor’s weekly safety meetings
• Reviewing the work practices and general site conditions for safety daily • Ensuring quick and easy access to emergency procedures and phone numbers • Conducting investigation of all accidents and near misses • Updating safety practices as necessary to eliminate incident recurrence • Emergency notification protocol
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
14 Specific Experience Saeed and
the Zoon Team have extensive
experience in developing and
implementing Source
Inspection Quality
Management Plans (SIQMPs)
with Caltrans. This experience
will help ensuring a quick and
smooth approval of the
project’s SIQMP and its
APPROACH TO QUALITY
Our Team understands first-hand the importance of integrating quality into the project, from the start of design, to constructing the project and fi nally, completing all close-out requirements. Project quality is a strong part of Zoon’s cultures. We know that quality issues affect costs, schedule and overall finish of the project. The Zoon Team is committed to working with the City to develop and implement a Quality Management Plan (QMP) that meets the specific requirements of all your projects. To help advance that effort our team has familiar itself with the provisions of your Quality Assurance Program (QA P) included in the RFQ dated March 25, 2021. We will make sure that our proj ect specific incorporates the provisions of your QAP.
We will work with Daly City to de velop the QMP which will cle arly identify the project’s overall standards, project r oles and responsibilities, and verification testing r equirements. We will work with your selecte d designers, contractors a nd other stakeholder s to ensur e the appropriate qu ality control and quality assuran ce processes are adopted and adequately implemented. Our team is extremely familiar with the provisions of the Caltrans Construction Man ual and other guidelines. We w ill conduct our activities in strict compliance with all their provisions.
During Con struction, the Z oon Team wi ll work closely with your selected contractors to assure that the quality object ives are understood and strictly followed thr oughout the construction phase.
Our inspectors will coor dinate materials sampling and testing with our partner firm, AME. We will conduct detailed inspections to make sure th e work an d materials incorporated in the project are adequate and in compliance with the specifications. Prior to the start of each new trade, the Zoon Team will hold a ki ck-off meeting with all respons ible parties. These meetings serv e to lay down ground rules of what the installation requirements are to be and the quality expec tations. Our inspections will be conducted in accorda nce with State requirements. Any deficiencies will be addressed immediately. The Zoon Team will issue non - conformance reports for inadequate and sub-standard work and work with the associated contrac tor to devise and implement the appropriate corrective action.
The Zoon Team, wor king with oversight agencies, if necessary , will conduct periodic and regular audit s, independent testing, and in spections to verify that proper impleme ntation of prescribed quali ty processes. We will assess the performance of the Q MP and revise where appropriate in our drive for continual improvement.
In addition to the above Zoon Engi neering has deve loped a company Quality Assurance Manual (QAM) whose purpose is to standardi ze as many procedure s as possible on projects in which Zoon Engineering is involved. This QAM, and the project-specific Front-End Specifications make it possible for all personnel to adhere to the primary Zoon Engineering policies, coordinate the major procedu res, and provide a high level of standardization on our projects. The topics covered by this manual include:
• Project Organization
• Communications Management
• Management Reports
• Meetings
• Clarifications
• Change Management
• Issues Management
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
15 • Claims Management
• Inspection Reporting
• Submittal Management
• Progress Payments
The QAM along with t he Standard Specifications serve different, but related, functions. Nevertheless, to be most effective they shou ld be used together whenever possible and practical. Field personne l are knowledgeable in, and follow, the policies and proc edures set forth in this manual. The QAM is a "how - to" manual providin g poli cies a nd guidance to Zoon E ngineering personnel on how Zoon Engineering handles various procedures related to the successful management of a project.
Project Quality Management
Our Team understands first-hand the importance of integrating quality into the project, from the start of design, to constructing the project and finally, completing all close -out requirements. Project quality is a strong part of Zoon’s culture. We know that quality issues affect costs, schedule, and overal l finish of the project. The Zoon Team is commi tted to meeting the s pecific quality management requirements of the Smart Corridor Expansion Project.
We will work with the City to completely comply with the overall project specific standards, project roles and responsibilit ies, and verification testing r equirements. We will work with your sele cted designers, contractors, Caltrans, and other stakeholders to ensure the appropriate quality control and quality assurance processes are adopted and adequately implemented. Our team is extremely familiar with the provisions of the 2015 S tandards Specifi cations and Plans, Caltrans’ Construction Manual, THE CITY Construction Guidelines, the Green Book, PG&E requirements and other guidelines. We will conduct our activities in strict compliance with all these provisions.
The Zoon Team will work closely with the project’s contractor to assure that the quality objectives are understood and strictly followed throughout the construction phase. Our Team will coordinate sampling, testing and inspections with our subconsultant, AME’s testing lab to make sure the work and materials incorporated in the project are adequate and in compliance wi th the spec ifications. Prior to the sta rt of each new construction a ctivity, T he Zoon Team will hold a kick -off meeting with the contractor. These meetings serve to lay down ground rules of what the work requirements are to be and the quality expectations. Our inspections will be conducted in accordance w ith the contract requirements, and as outlined in Caltrans policies, procedures.
The Zoon Tea m will conduct periodic and regular audits and inspections, to verify proper implementation of prescribed quality processes. We will assess the perform ance of the contractor and hold regular meetings to improve means and methods where appropri ate in our drive for contin ual improvement. Any deficiencies will be addressed immediately. During construction, the Zoon Team will issue non-conformance reports for inadequat e and sub -standard work and work with the contractor to devise and implement the appropriate corrective action.
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
16 III. SCOPE OF WORK
TASK SCOPE/APPROACH BENEFIT DELIVERABLES
Task 1: Preconstruction Services
Constructability Review: Front-End
Specifications
Review the following for conflicts:
• Contract Documents
• Order of Work Section
• Working Days / work hours
• Contract coordination
• Bid item review
• Identify potential cost and /or time savings
• Right of way
• Permits and special project requirements
• Reduces risk of funding issues
• Reduces potential for CCOs
• Facilitates construction work
• Reduces potential cost impacts
• Identifies potential conflicts
• Minimizes impacts to construction
• Minimizes risk
• Contract completeness
• Biddability/
Constructability
Report
Constructability Review: Plan Review • Potential conflicts with existing & new facilities • Alignment, geometrics, and transitions
• Profiles, and structural sections
• Construction details and cross sections
• Electrical, street lighting, and signalization
• Contour grading and earthwork
• Minimizes additional cost/time
• Enhances construction process
• Reduces potential grade busts
• Clarifies intent of design
• Enhances interchange safety
• Proper project drainage
• Biddability/
Constructability
Report
Advertise Contract • Prepare Bid inquiry log form
• Coordinate responses to bidder questions
• Conduct Pre-bid Conference
• Stimulate bidder interest
• Facilitates flow of information
• Streamlines uniform responses
• Minimizes misinterpretations
• Increased competition.
• Bid Inquiry Log
• Addenda
• Journal notices &
plan-holders list
Bid Opening • Attend bid opening and review packages for completeness
• Detailed review of bid information and documentation
• Prepare bid tabulation spreadsheet
• Minimizes bid protests
• Ascertains lowest responsible
bidder
• Identifies potential bid errors
• Bid Log
• Recommendation of
award letter
• Bid Analysis Report
Contract Award • Compile Award Package
• Assist in approval, award, and Notice to Proceed process • Assist in reviewing and resolving bid protests
• Conformance with City of Daly City
requirements
• Bidding equity and fairness
• Award Package
• Notice-to-Proceed
• Bid Analysis Report
Task 2: Construction Management/Resident Engineer
Kick Off Meeting • Meeting between City of Daly City staff and Zoon team to discuss goals and expectations.
• Establishes a positive and effective
team relationship.
• Agenda, meeting
minutes
Preconstruction Conference • Outlines project specifics. Inform contractor of project administration procedures. Establish relations with 3rd parties
• Establishes ground rules and
responsibilities.
• Agenda, meeting
minutes
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
17 III. SCOPE OF WORK
TASK SCOPE/APPROACH BENEFIT DELIVERABLES
Establish con tact with all project
Coordination with Project Stakeholders
• Contractor
• Utilities, Caltrans, City of Daly City
• Environmental Agencies
• Minimizes schedule impacts
• Maintains project progress
• Compliance with regulations
• Memos,
correspondence,
meeting minutes,
RFI, submittal logs,
records.
Contractor Submittal List • Develop contractor submittal list • Concise list with timelines, milestones, expectations,
responsibilities
• Submittal list and
review schedule
Partnering • Coordinate & participate in partnering sessions • Implement partnering goals
• Encourages team building, defines
goals & relations, minimizes
impacts
• Partnering
Agreement &
Charter
Weekly Meetings • Conduct weekly meetings to discuss schedule, current, and past issues.
• Maintains official dialogue
between team members
• Agenda, meeting
minutes
Focused Meetings • Conduct meetings as needed to discuss specific issues and project challenges with contractor and 3rd parties
• Resolve project issues quickly and
effectively
• Agenda, meeting
minutes
Project Document Control System • Provide document management system • Identify and submit inspection and management forms
for City of Daly City approval
• Establish document control system in accordance with
City of Daly City requirements
• Enhances collaboration and
efficiencies
• Ensures compliance with City of
Daly City standards
• Organized efficient documentation
• Document Control
System
• Inspection reports
• Submittal, RFI, &
Issues logs
Construction Management • Manage subconsultant activities • Develop Quality Assurance program
• Ensure compliance with Contract Documents and
environmental regulations
• Analyze issue, seek appropriate advice, and recommend redesign parameters.
• Foster improved project team communications through
written, verbal, and electronic communication.
• Keeps parties informed on project
status
• All tasks are taken care of
• Sets standards, enhances quality,
• Provides solutions to actual
conditions found in field.
• Improves project relations.
Enhances problem solving.
• Procedures Manual
• Documentation
• Design clarifications,
CCOs
• Meetings, memos,
correspondence
Request for Information (RFI)
Management
• Review, coordinate, track, and process contractor RFIs • Engineering services for simple field design changes
• Timely response to all questions
• Maintains project progress
• RFI responses, RFI
log
Submittals Management • Review, coordinate, track, and process submittals • Final earthwork quantity analysis
• Review and approve falsework and shoring by PE
• As-built drawings
• No delays due to review time
• Accurate information for payment
• Enhances safety
• Documents project for future use
• Submittal Log
• Calculations
• Approved submittal
• Plans
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
18 III. SCOPE OF WORK
TASK SCOPE/APPROACH BENEFIT DELIVERABLES
Schedule Control • Review and approve contractor baseline schedule • Review & monitor weekly and monthly schedule
submittals.
• Notify parties of actual or potential deviation from
schedule
• Work with project team to correct non-compliance with schedule
• Verifies contractor’s work plan
• Minimizes impacts to project
progress
• Improves better project
coordination
• Fewer time related disputes and
delays
• Notifications of
schedule status
• Work around plans,
recommendations
Cost Control • Track contract item quantities and payments, CCOs and extra work
• Prepare payment documentation for execution by Daly
City following procedures established between C/CAG
and the City.
• Track extra work, supplemental work, and contingency
• Track grant invoicing items
• Prepare required grant reporting documentation
• Ensures prompt payment and
minimizes disputes
• Accurate payment to contractor
• Accurate information regarding
project funding and grants
• Compliance with City and C/CAG
• Progress payment
estimates
• Progress payments
• Monthly budget
reports
• Grant reports
Change Order Control • Define change order processing procedure including forms
• Assess need for, and impact due to, change order. Find innovative ways to resolve issues
• Standardizes CCO process,
streamlines approval
• Minimizes time and cost impacts
to project
• CCO procedures,
forms
• Independent
cost/time analysis
Negotiations • Make recommendations and implement procedures for reducing the likelihood of disputes and claims
• Lead negotiations sessions with contractor
• Disputes are avoided or resolved
quickly.
• Quick resolution of issues
• Dispute avoidance
procedures
• Documentation
Monthly Project Progress Reports/Invoice • Prepare monthly reports highlighting project progress, CCOs, cost issues, expenditures, potential claims,
submittals, RFIs, schedule along with monthly invoice for construction management and inspection activities
• Documents quality & progress • Monthly Report
• Monthly CM Invoice
Task 3: Construction Observation/Inspection Services
Construction Observation & Inspection • Prepare daily inspection logs • Provide experienced staff at appropriate levels
• Comprehensive inspection
• Storm Water Compliance
• Environmental mitigation and regulations
• Documents quality & progress
• Enhances quality of work
• Ascertains spec compliance
• Compliance with Clean Water Act
• Compliance with permits
• Reports & logs
• Project team
• Reports
• SWPPP
• Certificates
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
19 III. SCOPE OF WORK
TASK SCOPE/APPROACH BENEFIT DELIVERABLES
Labor Compliance • Certified payrolls
• Field employee interviews
• Verify compliance with prevailing wage and state and
federal requirements
• Ensures compliance with state and
federal regulations
• Ensures maximum levels of
federal/state project participation
• Interview forms
• Labor compliance
reports
Project Safety • Review and monitor contractor's safety program • Notify contractor if unsafe condition is observed
• Implement comprehensive safety plan for Zoon Team
• Document and investigate accidents
• Safe project site, minimizes on the
job injuries, avoids litigation
• Code of Safe
Practices, accident
reports
Materials Testing • Develop Quality Assurance Plan (QMP) • Provide materials sampling and testing
• Coordinate source inspection and approval
• Maintains project quality and sets
standards
• Facilitates acceptance and relief of
maintenance process
• Sampling & Test
results
• Project Acceptance
report
Task 4: Testing Oversight
Establish con tact with all project
Coordination with Project Stakeholders
• Contractor
• Systems Integrator
• Utilities, Caltrans
• City of Daly City
• C/CAG
• Environmental Agencies
• Minimizes schedule impacts
• Maintains project progress
• Compliance with regulations
• Memos,
correspondence,
meeting minutes,
RFI, submittal logs,
records.
Oversee System Integrator Work • CCTV Cameras and Systems • Trailblazer Signs (TBS)
• Network Switches and Routers
• Hardware and Software
• Traffic Signal System
• Traffic Signal Controllers
• Video Image Detection Systems and Cabinets
• Maintains project quality and sets
standards
• Facilitates acceptance and relief of
maintenance process
• Reports & logs
• Reports
• Certificates of
compliance
Oversee Overall Network Integration • Observe, witness testing performed by others • Confirm test results certified by the engineer and/or contractor
• Manage filing and documentation
• Prepare reports on Installed components
• Maintains project quality and sets
standards
• Facilitates acceptance and relief of
maintenance process
• Reports & logs
• Reports
• Certificates of
compliance
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
20 III. SCOPE OF WORK
TASK SCOPE/APPROACH BENEFIT DELIVERABLES
Task 5: Post Construction Services (Close Out/Claims)
Final Walkthrough • Make final inspections
• Prepare punch-list
• Project is completed according to
contract documents
• Punchlist
Project Completion Report • Process final progress payment to contractor. • Summary of working days and project milestones
• Summary of change orders and associated costs
• Final grant invoicing reporting documentation necessary to complete the project.
• Final contingency spreadsheet
• Detailed description of project related issues & claims • Forms submitted timely and
completely
• Paperwork is completed
• Audit trail is completed.
• Conditions of Grants satisfied
• Final progress
payment
• Notice of Completion
• Final report
Claims Management & Avoidance • Identify potential claims and implement claims avoidance process
• Prepare final claims report
• Minimizes frivolous claims and
additional cost
• Full understanding of issues
• Claims analysis
report, procedures
• Final report
As-Built Drawings • Collate, review, and transmit contractor’s data to design engineers, including prestress drawings and pile logs
• Coordinate submittal of as-built plans
• Changes are incorporated
• Accurate record of work
• Prompt relief of maintenance
• Data for record
drawings
Project Closeout Files • Package project files in accordance with Daly City policies • Prepare electronic document control files
• Deliver project records to City of Daly City.
• Complete set of project
documentation for future use
• Project Record
Task 6: Project Management (OPTIONAL TASK)
Risk Assessment Report • Prepare and submit Risk Assessment Report to the City and C/CAG that includes potential construction changes, time delays, schedule issue, adverse project impacts,
potential claims
• Keeps City and C/CAG up to date
• No surprises
• Helps in developing risk mitigation
strategies
• Regular updates
• Monthly reports
• Risk assessment
City Council Reporting • Prepare regular construction updates to inform City Council and outside agencies of construction work.
• Keeps City Council informed
• Ensures outside stakeholder
support for project
• Reports
• Memos
• PowerPoint
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
21 Area of Focus Copper conductor
theft has been on the rise due to
the increase in worldwide
commodity prices. Zoon will work
closely with the contractor to
implement a detailed project theft
protection plans to curtail potential
copper theft.
POTENTIAL OBSTACLES / PROBLEM SOLVING
a) Electrical Construction Issues
A significant amount of conduit and conductor are to be installed for communication and power on this project. Saeed and his team are experienced and adept at overseeing and inspecting conduit installation via directional boring and open trench methods . Likewise, existing conduit infrastructure introduces an additional level of complexity, re quiring that the system is trouble shot, that all as-builts for the existing system are obtained and verified, and that resolution to any potenti al issues are coordinate d between the Owner, the previous civil infrastructure Contractor, and Zoon. S aeed and his team are extremely familiar with both scope, const ruction methods, and peculiarities of the project, given the ir experiences and lessons learned from o n the South San Francisco Smart Corridors Expansion Project , we will be staying ahead of the contractor to as we did in that project to sol ve any issues and conflicts before the have adverse effect on the project cost and schedule.
Here ar e few examples of the issues that we managed to identify early and resolve in efficient manner on the South San Francisco Smart Corridor Project:
Request early USA marking for all areas of underground work, such as sign foundation trenching and boring locations to check and identify any potential conflicts and seek early solutions such as adjustment to the location of the proposed work or alternate routing.
Check all exiting pull boxes and conduits that are called to be used and incorporate into the project for overfill conditions and pro pose alternate solutions su ch as installation of new conduits to the installation of the required new wiring Also requiring the contractor to proof all existing empty conduits installed by other s by mandrelling each conduit run to ensure clear path and in case of the long conduit runs th at can potentially be problematic for pulling fiber optic cable with the allowable tension requirements recommended by the manufacture, look into options of adding pull boxes to keep the conduit runs below 700 feet.
Review all Trailblazer signs dimensions in relation to the installation location to ensure proper horizontal and vertical clearance can be obtained prior to ordering the signs and constructing the foundations and make appropriate adjustments as necessary.
Review the site for all potential issues and conflicts with existing trees, tree roots, existing utility vaults, curb ramps, proper sidewalk width, driveways, and site distances in relation to the new sign locations and foundation work.
In addition, our team includes the expertise of Ricky Santos who will take the lead on all electrical issues.
He will review all factory test results for the conductors to ensure compliance with the specifications and will also check all cable pulling installations for proper tension on the w ires and cables , Ricky will ensure all wires in the same conduit are pulled at the same time to meet the applicable National Electrical Code (NEC) and project special provisio ns. Some of the areas the Zoon Team wi ll focus on include:
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
22 Fiber Optic Cable, Cabinets and Terminations
• Verify that specified testing standards are followed. • Cable is cheap – install service loops at all pull boxes for future use. • Try to accommodate future service work, by locating pull boxes, cabinets away from streets to minimize road and shoulder closures.
• Check all cabinets for sufficient capacity, and verify that p ull box to cabinet spac ing allows for appropriate fiber slack.
• Use pole-mounted cabinets where possible to eliminate ground cabinets to minimize vandalism. • Identify and provide solutions to issu es with existi ng conduit infra structure (e.g., crowding, blockage, mid -run splices, bends in excess 90 degrees , varying depths etc.) Coordinate with previous civil infrastructure contractor to ensure smooth handoff to fiber optic Contractor.
Closed Circuit TV
• Verify camera placement for optimal coverage
• If CAT 6 cable is utilized, ensure length of installation does not exceed 300 feet • Review choice of protocol with proposed equipment to ensure compatibility.
Microwave Vehicle Detection System (MVDS)
• Verify placement for optimal lane co verage; and seek out existing poles for mounting, resulting in project cost savings.
• Verify mounting details and height.
• Be aware of objects that may cause reflection of t he microwave. Concrete center -dividers, bridge abutments can reflect the microwave back to the device causing false readings. Mounting the MVDS at an angle can minimize these issues.
• Tuning/commissioning the MVDS must be accomplished with live traffic to get accurate results.
Trailblazer Signs
• Verify locations. All locations must provide s ufficient clear sidewalk width per ADA requirement, without impeding bike path or roadway. Locations must not conflict with e xisting buried utilities or overhead lines.
• Sign location is critical for distance upstream of decision point.
Traffic Signal Upgrade
• Signal pole layo ut w ith the city - Help schedule city municipality prior to construct, review drawings prior to construction for existing utilities
• Traffic control issues - Make sure traffic control procedures and requirements are in place prior to construction
• Underground Construction - help verify USA layout and call ins with Contractor to avoid construction delay and maintain schedule
• As-builts and O&M Manuals - Verify as-builts and O&M manuals are accurate and submitted in a timely manner
• Cabling and terminations - Verify proper cable submittals, accurate conduit and cable drawings, verify proper field terminations
• Signal Interconnect Cabling - Verify sig nal interconnect cabling is installed and ter minated correctly if applicable
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
23 Specific Experience Zoon has
extensive experience in providing
traffic control oversight and will
bring the lessons learned from the
SSF Smart Corridor & I-101
Express Lanes Projects
construction traffic management
efforts to the Northern Cities
Smart Corridor Expansion Project.
b) Utility Coordination
Utility coordination is of the utmost importance in keeping your project on schedule. We recognize that there is a significant potential for encountering “unknown” e xisting utilities which will need to be relocated during the construction of the Smart Corridor Expansion Project. As such, our Team will schedule meetings prior to construction with all involved utilities an d ensure the contractor contacts “USA” for underground line markings. Zoon will ensure facilities are clearly identif ied and relocation work, if needed, is done in timely manner. Our team will pay special attention to identifying and protecting high risk utilities such a high voltage and gas lines We will work with these entities on scheduling and constructing the relocation and/or protection of their facilities and closely coordinate with your selected contractor.
Key Approach: We will identify specific r esponsibilities and work on establishing workable schedules that accommodate the project constraints. Our team will then develop overall work plans and s chedules and mainta in close contact with the various internal and external utility groups. This will ensure that all utility work is completed wi thin the allotted time limits in strict compliance with project requirements.
It is of paramount importance to closely coordinate all third party and utility schedule critical activities and achieve total control o ver the schedule. The Zoon Team will start utility coordination work and planning immediately. Our goal is to make s ure utility work is properly coordinated with overall project activities and does not adversely impact the project’s overall schedule or budget.
The Zoon Team will coordinate clo sely with Pacific Gas and Electric (PG&E) to ensure the timely delivery of power to all installations. We unders tand power must be in place ahead of the system integrator’s work and will make these installations our to p priorities. We have well established relationships with PG&E and understand how to work with their staff to s treamline their construc tion schedule, as exemplified by our efforts on the I-680 and I-880 Express Lane Conversion projects for BAIFA. c) Traffic Management
The project comprises severa l major arterials through the City of San Francisco including South Airport Boulevard and Gateway Boulevard . As s uch special care must be taken to ensure the free-flowing movement of vehicles through our project site. This will be one of the keys to our success.
Our effort begins with a detailed review of the Draft Transporta tion M anagement Plan duri ng the preconstruction phase. Saeed, working closely with Keyvan and Dana will make this a priority. Once construction begins, we w ill be in close co ntact with the Caltrans District 4 Traffic Management Center (TMC) as well as local police, fire safety, and emergency facilities prior to any closure. We will ensure the contractor’s traffic handling plans are effective in hand ling public traffic and providing safe access through the work zone.
Our team will work closely with Caltrans to coordinate project lane closures with other adjacent ongoing projects within the project corridor, avoiding conflicts and streamlining construction area traffic warning signs. We will meet with other ongoing project managers and resident engineers to coordinate closures and associated detours.
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
24 We will pay special attention to coordinating with City departments and major facilities and event centers in t he area, including the San Francisco International Airport. We will work closely with the contractor to ensure all traffic safety devices are installed as required and the traffic management plans are implemented fully and accurately. Detours will be clearl y marked; signs will be visible and readable.
We will inspect traffic control measures continuously to ensure their safety and effectiveness.
Our team will require strict compliance with all traffic control requirements outlined in the c ontract documents. All street closures will be contingent upon acceptable local traffic conditions. Our focus wi ll be to minimize any potential impact to traffic as a result of our project. d) Systems Integration
The Zoon T eam has extensive experience managing, implementing and opera ting ITS and its components gained on wide variety of project including the I-101, I-680 and I -880 Express Lanes Conversion Project, the South San Franci sco Smart Corridor Expansion Project , and the S an Francisco- Oakland Bay B ridge project s. We bring extensive and proven experience on stakeholder coordination and management, consensus building, project management, quality management, monitoring project progress, benchmarking performance, and system testing.
Our system integrator management and ov ersight approach is agile and comprised of the following key elements:
1. Working with the Smart Corridor System Integrator to ensure they adhere to contract document and plans.
2. Creating a p roject charter that details out the communication plan, team m embers involved, approval process, risk register, risk mitigation
3. Continuous monitoring and tracking project perfor mance, making sure it adheres to the schedule and budget.
4. Ensuring that the technical decis ions align with t he operations goals and objectiv es. The last thing any of the stakeholders would like is a complex operation.
Due to the complexity of the Smar t Corridor system, its architecture and the stakeholder coordination, there are always going t o be challenges and our team brings to the City a creative solution-based approach to anticipate and mitigate them:
Challenge Mitigation
1. Compliance with the Regional ITS
Architecture.
Zoon team will work closely with the system
integrator and ensure the system requirements and
design comply with the Regional ITS architecture.
2. Missing traceability between the Smart
Corridor system requirements to the
functional requirements, or alignment
with the goals and objectives.
Our team will work with systems integrator to ensure
that the traceability is complete at the get go.
3. Public outreach and communication with
the travelers.
Zoon brings a unique mix of system engineering skills
with public outreach expertise. Zoon will proactively
identify potential impacts to the public and
coordinate an outreach plan well in advance to
minimize disturbances and maintain the project’s
image.
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
25 4. Unclear stakeholder’s roles and
responsibilities.
Zoon team will ensure the project stakeholders are
fully defined (required and potential stakeholders)
and they are clear on their roles and responsibilities.
5. Not fully defined System Integrator
performance and success metrics.
Based on our experience, the project success criteria
are not well defined. Typically, the success relies on a combination of system, project management and
soft deliverables. Zoon team will work with the City
on defining the project success criteria, to ensure
expectations are clear between City and the system
integrator.
6. Often under-estimating stakeholder
coordination effort.
Zoon team will work closely with the City and its
stakeholders, ensuring there is clarity on the
expectations and understanding of roles and
responsibilities.
7. Confirm and monitor System Integrator’s
project responsibility, commitment and
expertise.
We will work closely with the System Integrator, and
monitor the resources assigned to the Smart Corridor
Project and their continued involvement.
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
26 IV. SCHEDULE OF WORK
During the pre-construction phase we will review other ongoing adjacent contract schedules to identify potential conflicts. We will work with your selected design team to develop a project-specific conceptual schedule showing milestones, work windows, restrictions, and submittal review times. Our effort s will continue during the construct ion phase, as the various work packages get awarde d. Dana Hissen and Saeed Shahmirzai are experien ced in the use of various scheduling software p ackages including Microsoft Project and Primavera P 6. In addition, if required, we can bring the expertise of o ur Senior Scheduler, Yong Lee who is experienced in reviewing and analyzing complex construction schedules.
The Zoon Team will work with the contractor on develop ing a reasonable and achievable construction schedule th en monitor its progress and coordinat e its implementation. Weekly look ahead schedules and updates will reflect work pro gress and any deviation or update o f the original work plan. Our t eam will diligently review and analyze potential delays and identify work-around plans to mitigate them.
Our experience and scheduling expertise are demonstrated in the following a conceptual schedule for a typical project. Similar to your potential project our conceptual project has a start date of July 1, 2024 as outlined in Appendix C of your RFQ.
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
27 V. CONFLICT OF INTEREST STATEMENT
Zoon Engineering does not have any financial , business or other relat ionship with the City o f Daly City that may have an impact on this contract, or any project listed in th e RFQ dated January 31, 2024. Zoon Engineering does not have any current clients who have a financial interest in the outcome of this contract or any project that may follow. Zoon Engineering have no financi al or other interest or re lation with any construction company that may bid on any of the City of Daly City projects.
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
28 VI. TASK HOURS
As specified in the RFQ issued by Daly City, the Cost Proposal i s submitted under separate sealed cover.
The following table provides breakdown of the total hours per task anticipated for this project based on a construction duration of 100 (Per Addendum 1) working days.
Estimated Hours and Cost by Task
Task 1: Preconstruction Services 120 100 80 100 400
T
ask 2: Construction Management/Resident Engineer 350 350 40 60 800 Task 3: Construction Observation/Inspection Services 100 60 800 800 1760 Task 4: Testing Oversight 10 30 40 20 100
Task 5: Post Construction Services (Close Out/Claims) 100 100 40 40 280 GRAND TOTALS 680 640 1,000 1,020 3,340 Hours By TaskSaeed Shahmirzai, PE Dana Hissen Keyvan Khorassani Rick Santos
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
Appendices
APPENDIX A: RESUMES
SAEED SHAHMIRZAI, P.E.
Project Manager | Resident Engineer | Change Order Manager | Utility Coordinator | Project Controls
3960 adeline street # 3 | emeryville, ca 94608 | (510) 338.6434 | zoon-eng.com Years of Experience
38 Education
B.S., Civil Engineering, Michigan Technological University, 1982 Professional Registration
Professional Engineer: California, License. No. C51840 Key Qualifications
Saeed Shahmirzai’s construction management background includes technical and management roles on both the contractor’s side and the owner’s side for numerous transportation-related projects throughout the San Francisco Bay Area. He is a recognized expert in change order management, conflict resolution, contractor negotiations and project controls on some of the largest projects recently constructed in the San Francisco Bay Area. As the contractor’s project manager, he was involved in estimating and bidding process and managed all field operations as well as contractual strategies and approaches. As a Construction Engineer and Resident Engineer, he has managed several similar projects in Albany, East Palto Alto and I-880 and has also worked on numerous high profile projects in the Bay Area freeways along, I-80, I-580, I-238, and Highway 101, including the San Mateo Bridge, Richmond-San Rafael Bridge and San Francisco-Oakland Bay Bridge.
Experience
Smart Corridor Expansion Project, South San Francisco, California As the Resident Engineer for this $6M design-bid-build contract, Saeed was responsible for all aspects of the construction. The scope of work included the installation of a fiber optic traffic management system along major arterials in South San Francisco, including the installation new pull box, conduits, PG&E service cabinets , fiber optic installation, traffic monitoring CCTV cameras, and video detection camera. The project also has various signs, including arterial dynamic message signs(ADMS), microwave vehicle detection system (MVDS) assembly, trail blazer signs (TBS) and Cast In Drilled Hole (CIDH) sign foundations. . Saeed managed the project budget, schedule, enforcement and oversight of South San Francisco and Caltrans requirements. He coordinated all source inspection and materials testing and engineers to ensure proper project compliance. He also coordinated extensively with the previous Contractor who had installed conduits to be used on the project, to resolve any construction problems and ensure project delivery.
Saeed also coordinated with project design with regards to submittals and RFIs.
San Francisco-Oakland Bay Bridge – MEP Assessment, Oakland, California As the MEP Integrator of the SFOBB, Saeed worked with other technical team members to evaluate and assess the MEP system across the entire corridor. Saeed provided a comprehensive assessment report to BATA of all MEP systems, including substation electrical equipment, lighting , navigation & aviation systems, TOS components, service cabinets, conductors, air lines, air compressors, dehumidification system, switchgears, transformers and communication systems. The report included cost estimates and a prioritized list of issues to be repaired, upgraded or replaced. The scope of work included visiting all 8 substations within the corridor, interviewing Caltrans Maintenance, Design and Construction staff, reviewing as-built plans and various other site visits.
Benicia / Martinez Bridge and Carquinez Bridge - MEP Assessment – Benicia & Vallejo, California Saeed worked with other technical team members from HDR to evaluate and assess the MEP system on the original Benicia/Martinez Bridge and original Carquinez Bridge. Saeed provided a comprehensive assessment report to HDR / BATA of all MEP systems, including substation electrical equipment, lighting , navigation & aviation systems, TOS components, service cabinets, conductors, air lines, air compressors, dehumidification system, switchgears,
Saeed Shahmirzai, Resume
2 of 2
3960 adeline street # 3 | emeryville, ca 94608 | (510) 338.6434 | zoon-eng.com transformers and communication systems. The report included cost estimates and a prioritized list (1 to 10years and 10 to 20 years) of issues to be repaired, upgraded or replaced. The scope of work included visiting all substations on both structures, interviewing Caltrans Maintenance, Design and Construction staff, reviewing as-built plans and various other site visits.
New East Span of the San Francisco-Oakland Bay Bridge – Various Contracts, Oakland, California As the MEP Integrator, Saeed was responsible for coordination and delivery of all Mechanical & Electrical systems for the entire corridor on the New East Span of the Bay Bridge. He was the liaison between design and construction, managing the MEP integration across seven major construction contracts, with valuations from $101M to $1.5B; and several other smaller contracts constructing electrical substations and utility relocation work. His duties included review of all MEP, architectural, and civil RFIs and submittals. Saeed also identified key contract change orders that were crucial to completing the work. He coordinated all MEP Integration activities with construction managers of each project, to mitigate conflicts, ensuring consistent and timely construction, allowing for any necessary upgrades to be incorporated into the system without impact to the corridor schedule.
Bay Road Improvement Phase II and III Project, East Palo Alto, California As the Resident Engineer on this $11 million project, Saeed was responsible for all aspects of the construction on this street improvement project, which comprised of construction of new sidewalks, crosswalks, extensive paving, grinding, lighting, signs, new drainage systems , new waterlines, irrigation, landscaping, and bus passenger pads & shelters. The project also has new roadway sections, which included, grading, placement of base rock and asphalt concrete. New striping delineated vehicle travel lanes and bicycles lanes to create a multi modal street that meets current design and safety standards for vehicle, bicycle and pedestrian traffic. All improvements were constructed within the existing Bay Road right-of-way. Funding for the project was through various local, private, State and Federal funding sources.
Adobe Creek / Highway 101 Pedestrian Overcrossing, Palo Alto, California As resident engineer on this $20 million , Saeed is responsible for managing all aspects of construction management for this pedestrian overcrossing. The steel structure truss spans 10 lanes of highway across Highway 101 and spanning East and West Bayshore frontage roads with concrete voided slab approach structures on both sides with a total length of about 1200 feet and a 147 feet separate structure steel truss bridge spanning adobe creek. The project also includes electrical joint trench for electrical and fiber trunk lines, paving of the 600’ long adobe trail reach, extensive lighting, irrigation, landscaping and drainage work. Saeed managed the project budget, schedule, enforcement and oversight of FHWA and Caltrans requirements. He coordinated all source inspection and materials testing and worked with Caltrans oversight engineers to ensure proper project compliance. He also coordinated extensively with Caltrans construction mangers on adjacent projects in the Highway 101 corridor, for lane and full freeway closures required for bridge erection. Saeed also coordinated with project design with regards to submittals and RFIs.
Clarke Avenue Highway 101 Pedestrian Overcrossing, East Palo Alto, California As the Resident Engineer, Saeed was responsible for managing all aspects of construction management for this pedestrian overcrossing. The skewed structure spanned eight lanes of highway across Highway 101 and including construction of a sophisticated falsework system and electrical signals and lighting, and drainage and utility relocations.
Saeed managed the project budget, schedule, enforcement and oversight of FHWA and Caltrans requirements. He coordinated all source inspection and materials testing and worked with Caltrans oversight engineers to ensure proper project compliance. He also coordinated extensively with Caltrans construction mangers on adjacent projects in the Highway 101 corridor, for lane and full freeway closures required for falsework erection. Saeed also coordinated with project design with regards to submittals and RFIs. By identifying unnecessary items of work, such as the relocation of a waterline, Saeed was able to keep the project two months ahead of schedule and under its $10M budget.
DANA HISSEN
Assistant Resident Engineer | Office Engineer | PM | Scheduler | Field Inspector 3960 adeline street # 3 | emeryville, ca 94608 | (510) 338.6434 | zoon-eng.com Years of Experience
9 Education
M.S., Civil Engineering – San Francisco State University, May 2022 B.A., University of California Davis, 2014
Key Qualifications
As an assistant resident engineer, design project manager, office engineer, contract change order manager, scheduler and field inspector, Dana has robust experience in project controls, construction management, and contract administration. She has played key roles in managing contract estimates and budgets; identifying, negotiating, and writing contract change orders; coordinating with various stakeholders to ensure project success; and analyzing contractor schedules to ensure timely project delivery. Her experience on high profile projects lends her insights into working with various local and state agencies at various stages of project delivery.
Experience
Shoreline Bus Lane Project, Mountain View, California
Dana was the Design Project Manager for the Shoreline Bus Lane and Utility Project in Mountain View, California, and $20M design-bid-build project. Dana oversaw the design process, coordinating between City of Mountain View Design and Construction staff, and the Designer, to ensure the PS&E reflected jobsite conditions, City specifications, and stakeholder needs; ultimately ensuring the project’s constructability and future success. Dana also managed and administered the project budget, to deliver the PS&E would be without any cost overruns, and developed the CPM schedule to track, assess, and manage the project lifecycle from Design to Project Closeout. In addition, she developed and managed the project Risk Register.
Smart Corridor Expansion Project, South San Francisco, California Dana was the Assistant Resident Engineer for this $6M design-bid-build contract. The scope of work includes the installation of a fiber optic traffic management system along major arterials in South San Francisco. Dana managed all aspects of progress pay estimates, contract change orders, monthly and weekly reports, materials testing and source inspection report documentation, and submittal and RFI review and processing. She maintained detailed project data bases to track payment administration for contract change orders and bid item quantities, and utilized the Caltrans Standard Specifications and Contract Special Provisions to ensure proper contract administration. She also performed Force Account analyses to evaluate Contractor cost proposals and negotiated, wrote, and processed contract change orders. In addition, Dana worked as a Scheduler to provide close analysis of Contractor produced Critical Path Method schedule, updates, narratives, and time impact analyses.
San Mateo US-101 Managed Lanes Project, Menlo Park/Palo Alto, California Dana was the Office Engineer for this CM-GC $250M contract. The scope of work includes the conversion of existing HOV lanes to Express and the construction of new HOV/Express lanes along US-101 in San Mateo County. Dana managed all aspects of progress pay estimates, contract change orders, monthly and weekly reports, materials testing and source inspection report documentation, and submittal and RFI review and processing. She maintained detailed project data bases to track payment administration for contract change orders and bid item quantities, and utilized the Caltrans Standard Specifications and Contract Special Provisions to ensure proper contract administration. She also performed Force Account analyses to evaluate Contractor cost proposals and negotiated, wrote, and processed
Dana Hissen, Resume
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3960 adeline street # 3 | emeryville, ca 94608 | (510) 338.6434 | zoon-eng.com contract change orders. In addition, Dana worked as a Scheduler to provide close analysis of Contractor produced Critical Path Method schedule, updates, narratives, and time impact analyses.
I-880 Express Lanes, East Bay Area, California
Dana was the Office Engineer for this $43M design-bid-build contract, which converted existing HOV lanes to FasTrak Express lanes in the I-880 corridor, from Hegenberger Road in Oakland to Dixon Landing Road in Milpitas. Dana managed all aspects of progress pay estimates, contract change orders, monthly and weekly reports, materials testing and source inspection report documentation, and submittal and RFI review and processing. She maintained detailed project data bases to track payment administration for contract change orders and bid item quantities, and utilized the Caltrans Standard Specifications and Contract Special Provisions to ensure proper contract administration. She also performed Force Account analyses to evaluate Contractor cost proposals and negotiated, wrote, and processed contract change orders. In addition, Dana worked as a Scheduler to provide close analysis of Contractor produced Critical Path Method schedule, updates, narratives, and time impact analyses.
I-680 Express Lanes, Contra Costa County, California
Dana was the Office Engineer for this $15M design-bid-build contract, which converted existing HOV lanes to FasTrak Express lanes in the I-880 corridor, from Olympic Boulevard in Walnut Creek to the I-680/I-680 Interchange Dana managed all aspects of progress pay estimates, contract change orders, monthly and weekly reports, materials testing and source inspection report documentation, and submittal and RFI review and processing. She maintained detailed project data bases to track payment administration for contract change orders and bid item quantities, and utilized the Caltrans Standard Specifications and Contract Special Provisions to ensure proper contract administration. She also performed Force Account analyses to evaluate Contractor cost proposals and negotiated, wrote, and processed contract change orders.
San Francisco Oakland Bay Bridge Marine Foundation Demolition, Oakland, California As Contract Change Order Coordinator, Dana worked alongside the Design Division and Construction Managers to implement changes to this $100M Construction Manager General Contractor contract. The project removed the marine foundations of the decommissioned San Francisco Oakland Bay Bridge by way of implosion. Dana negotiated change scope and cost with Contractor, and oversaw all aspects of the CCO process. She administered and tracked an $11M contingency and $25M of supplemental funding allocated to identified items of work, and produced monthly reports and balance sheets for Caltrans principles and risk management teams. She also implemented a change that accelerated the contract by a full year with no additional costs to the owner. Due to the high-profile nature of this project, Dana was tasked with producing memoranda for the Toll Bridge Oversight Committee (TBPOC) to provide rationale for funding various items of contract change order work.
KEYVAN KHORASSANI
Project Inspection | Office Engineering | Traffic Control | Project Controls
3960 adeline street # 3 | emeryville, ca 94608 | (510) 338.6434 | zoon-eng.com Years of Experience
6 Education
Master of Construction Management, May 2020 - California State University, East Bay - Hayward, California Bachelor of Science, Civil Engineering, February 2011 - Azad University – Tehran, Iran Key Qualifications
Keyvan has over 6 years of experience in construction and construction management, including field inspections, project management, cost estimating, contract administration, job cost accounting, and construction operations.
Keyvan has extensive experience inspecting various construction activities including traffic control, excavation, earthwork, paving and grading, concrete barrier rail construction, metal beam guard rails installation, concrete curb, gutter & sidewalk, retaining walls, irrigation & landscaping, and storm water pollution prevention. He maintains a strong command over the policies and procedures outlined in the Caltrans Construction Manual. Keyvan is also experienced in the use of various electronic document control and project management systems. Keyvan also has over 3 years of experience in electronic quality control field. The following is a list of selected project experience:
Experience
Smart Corridor Expansion Project, South San Francisco, California As Inspector on this $6M million project, Keyvan is responsible for providing various construction and electrical inspection services. The project comprised the installation new pull box, conduits, PG&E service cabinets , fiber optic installation, traffic monitoring CCTV cameras, and video detection camera. The project also has various signs, including arterial dynamic message signs(ADMS), microwave vehicle detection system (MVDS) assembly, trail blazer signs (TBS) and Cast In Drilled Hole (CIDH) sign foundations. Keyvan also performed the office engineering duties for this project, including review and approval of the pay quantities, preparing quantity sheets & calculations, project filing per Caltrans Construction Manual, and necessary coordination with materials testing lab for various tests as required per contract documents. Funding for the project is through various local, and State agencies . The project is scheduled to be completed by Spring 2024.
Safe and Smart Corridor Project, Fremont, California
As Inspector on this $6 million project, Keyvan was responsible for providing various construction and electrical inspection services. The project comprised the installation new CCTV camera, video analytics system, video detection system, bicycle detection, and pedestrian pushbutton system. The project also had new traffic signal cabinets with a foundation, dynamic radar sign, and dynamic message sign. Also, Keyvan performed inspection of underground work, including boring, potholes, and installation of new conduit, fiber optic cables, and electrical conductors . He also performed office engineering duties for this project, including reviewing and approval of the pay quantities, preparing quantity sheets & calculations, and scheduling the material testing lab for compaction tests as required per contract documents. Funding for the project was through various local, State and Federal funding sources. The project was completed in November 2022.
Keyvan Khorassani, Resume
3960 adeline street # 3 | emeryville, ca 94608 | (510) 338.6434 | zoon-eng.com Bay Road Improvement Phase II and III Project, East Palo Alto, California As Inspector on this $11 million project, Keyvan was responsible for providing various construction inspection services.
The project comprised the construction of new sidewalks, crosswalks, lighting, signs, new drainage systems, new waterlines, irrigation, landscaping, and bus passenger shelters. The project also has new roadway sections, which involves, grading, placement of base rock and asphalt concrete. New striping will delineate vehicle travel lanes and bicycles lanes to create a multi modal street that meets current design and safety standards for vehicle, bicycle, and pedestrian traffic. All improvements were constructed within the existing Bay Road right-of-way. Funding for the project was through various local, private, State, and Federal funding sources. The project was completed on February 15, 2022.
Adobe Creek / Highway 101 Pedestrian Overcrossing, Palo Alto, California As a field engineer, Keyvan was responsible for the inspection of all aspects of construction for this pedestrian overcrossing. The steel structure truss spans 12 lanes of highway across Highway 101 and spanning East, and West Bayshore frontage roads with concrete voided slab approach structures on both sides with a total length of about 1200 feet and a 147 feet separate structure steel truss bridge spanning adobe creek. The project also includes an electrical joint trench for electrical and fiber trunk lines, paving of the City street, freeway shoulders, and adobe trail reach bike path, extensive traffic control including full freeway closure, lighting, various types of concrete barriers, installation of metal beam guardrails, irrigation, landscaping and drainage work. Keyvan also performed the office engineering work for this project, including review and approval of the pay quantities, preparing quantity sheets & calculations, project filing per Caltrans Construction Manual, and scheduling the lab for various tests as required per contract documents.
City of Santa Clara - Santa Clara, California
As a consultant for the city, Keyvan assisted with development of traffic signal plans with loop detectors, pavement delineation plans, pavement rehabilitation plans with specific lay out for dig out sections and crack sealing, ADA compliance curb ramps plans and other street improvement elements.
Keyvan prepared quantity calculations and cost estimates for various contract items, including pavement delineation, signalization, roadway excavation, concrete, and asphalt. Conducted field inspections of all aspects of the roadway construction and prepared detailed and accurate daily progress reports with photos and ensured all field work is performed in compliance with contract plans and specifications, he also maintained all project records, as-built plans, and testing reports.
Truss Company - Tehran, Iran
As assistant project manager, Keyvan performed quantity take-off and cost estimating of materials, equipment, and labor force, for initial bids and contract change orders. His other duties included daily monitoring and overseeing of all operations, and project schedule for all phases of project. He assisted with processing RFI’s, submittals, maintaining logs, and monthly update of CPM schedule. Performed Quality Control (QC) duties to ensure all work in compliance with contract documents, he also performed a safety inspection of the project site with written safety reports to ensure compliance with the project’s site-specific safety plan. Keyvan was responsible for:
• Review structural shop drawings to ensure compliance with contract drawings and specifications. • Review project schedule and prepare monthly updates, develop alternatives and necessary re-sequencing of the construction activities on the CPM schedule to mitigate delays resulting from contract change orders • Preparing weekly and monthly cost reports
RICK SANTOS
Electrical Inspection | Construction Management | Quality Assurance
3960 adeline street # 3 | emeryville, ca 94608 | (510) 338.6434 | zoon-eng.com Years of Experience
26 Key Qualifications
Rick has over 26 years of experience as an Electrician Foreman specializing in the public works transportation and freeways, rail, large industrial and massive building, and commercial projects. He brings a wealth of knowledge in all aspects of power systems, communication systems, fiber optic installation and testing, traffic signalization, control systems and lighting. He also has excellent project management skills for electrical projects and can manage multiple projects, review and respond to RFIs, submittals, perform constructability reviews and cost estimating.
Work Experience
St. Francis Electric — Electrician Foreman
Responsible for managing multiple projects within the Bay Area. Review plans and specifications and collaborate with project managers on the submittal and RFI process. Responsible for overall quality control, inventory control, scheduling and manage appropriate labor required for each project. Responsible for safety of all employees and ensuring compliance with applicable safety rules and regulations. Built relationships with key vendors, internal and external customers, general contractors, owner representatives and all other stake holders.
Rosedin Electric — Electrician Foreman
Responsible for the managing multiple projects within the Bay Area with concentration on power, communication and signalization systems. Review plans and specifications and collaborate with project managers on the submittal and RFIs.
Responsible for managing all resources, including material inventory, crew, equipment and project schedule. Also responsible for all quality control, adherence to projects plans, specifications and all applicable codes and regulations by performing continuous and final inspection on all electrical systems and components. Responsible for safety of all employees and ensuring compliance with applicable safety rules and regulations. Built relationships with key vendors, internal and external customers, project teams, employees and other trades .
St. Francis Electric — Journeyman Electrician
As a journeyman Electrician, installed conduit underground and above ground, built foundations for light and traffic signal poles, installed traffic signal poles and high mast poles. Performed wiring pulling, termination and testing for all power and communication systems. Worked on assembly and installation of switch gears, transformers and control systems in substations, transferring service feeds from overhead to underground in commercial and residential buildings. Develop skills of managing small projects. Perform tasks such as trenching, backfill, compaction, concrete and asphalt demolition and replacement and traffic control.
Relevant Project Experience
San Mateo US-101 Managed Lanes Project, Menlo Park/Palo Alto, California Rick was the electrical construction inspector on this CM-GC $250 million contract. The scope of work included the conversion of existing HOV lanes to Express and the construction of new HOV/Express lanes along US-101 in San Mateo County. Rick provided various field inspection services and assisted in progress pay estimates, contract change orders, monthly and weekly reports, materials testing and source inspection reporting. He interacted with the Contractor on overall work quality and contract compliance. Rick inspected various construction activities, including undergrounding, directional boring, joint trenching, lighting, fiber optics. Rick also provided utility coordination with PG&E and interface with the various cities and local jurisdictions.
Rick Santos, Resume
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3960 adeline street # 3 | emeryville, ca 94608 | (510) 338.6434 | zoon-eng.com I-880 Express Lanes Conversion Project, Alameda County, California As electrical inspector, Rick was responsible for electrical inspection activities on this $44M Bay Area Infrastructure Financing Authority (BAIFA) project. The project converted the existing high occupancy vehicle lanes to FasTrak Express Lanes, along the I-880 corridor in the southbound and northbound directions, from Hegenberger Road in Oakland, to Dixon Landing Road in Milpitas. Rick inspected various construction activities, including undergrounding, directional boring, joint trenching, lighting, fiber optics. Rick also provided utility coordination with PG&E and interface with the various cities and local jurisdictions.
Port of Oakland, Construction of Berths 57/58/59 Container Yard and Gate Rick was the project foreman for all electrical work associated with this major improvement project under the Port of Oakland’s Vision 2000 program to reuse the past U.S. Naval Supply Center. This 150-acre container yard provided a major shipping tenant the ability to move containerized freight and goods from ships directly to rail and trucking distribution. Electrical construction included the installation and testing of $16 million in electrical construction, including the construction of two (2) powerhouses, fifteen (15) unit substations and three (3) sets of interchange switchgear to power nine (9) buildings, 15kv dredge circuit, container cranes and an on-site mini-treatment plant.
Includes construction of over $1.4 million in joint trench construction throughout the facility.
City of South San Francisco, Oyster Point Interchange
Rick served as the electrical foreman on this $20 million project included a four-span cast-in-place overcrossing, a five- span cast-in-place grade separation, a three-span pre-cast and cast-in-place railroad overhead, a single span precast on-ramp, five mechanically stabilized embankment walls, and 11 Type 1 and 1A retaining walls.
University of California at Berkeley, Helios Energy Research Facility Rick served as the project foreman for the electrical portions of this 114,000 sf research laboratory building. Rick was responsible for the installation of all electrical and communications infrastructure on this $133M project.
Alameda County Transportation Authority, 98th Avenue Overcrossing Rick was the foreman for all electrical work associated with this $16M bridge structure project. The project comprised the reconstruction of the 98th Avenue Overcrossing in Oakland as part of the new access to Oakland International Airport. Rick was responsible for the construction and installation of various electrical facilities including highway lighting, traffic operations systems, fiber optics facilities, freeway traffic detection loops.
Port of Oakland, Joint Intermodal Rail Terminal
Project Foreman. Rick was the electrical foreman for this $38M project. He was responsible for the construction of all associated electrical systems necessary to support the operation of this 85-acre dock facility.
Other Major Projects
• FastTrack Southbound 680
• CCMA 580/680 – Sunol to Danville and Dublin to Livermore • Airway Boulevard Overpass (Livermore, CA)
• Hopyard Avenue Overpass (Pleasanton, CA)
• 98th Avenue Overpass (Oakland, CA)
• El Camino Real – San Bruno to San Mateo (21 intersections) • Bay Area Rapid Transit, Warm Springs Extension Project • Port of Oakland (7 major projects)
• MacArthur Boulevard On/Off Ramp
• Warm Springs BART Station
• Caltrans Emergency on-call Contract
CRAIG PARMLEY, EIT
Construction Manager | Resident Engineer | Structures Representative 3960 adeline street # 3 | emeryville, ca 94608 | (510) 338.6434 | zoon-eng.com Years of Experience
36 Education
B.S., Material Science and Engineering – San Jose State University Key Qualifications
Craig brings a long history of proven success on various types of public works projects to the team. His skills as a construction manager, project manager and resident engineer have been acquired through over 36 years of experience. The combination of strong communications and negotiating skills coupled with excellent technical knowledge and deep construction experience make Craig an instrumental member to our team. Craig served as the Division Chief for the County of Marin’s Road Construction/ Maintenance Division. Total yearly CIP projects averaged $18M a year and included road overlays, bridge construction and repair, retaining wall construction and repair, general road infrastructure maintenance, replacement and repair of the County’s storm drain system, and the management of a construction crew of 48 individuals. For the last 7 years, Craig has been involved in the construction of over 70 miles of toll lane construction and system integration, along with the maintenance and asset protection of same. The following is a list of selected project experience:
Experience
Solano Interstate 80 Express Lanes Project
As Resident Engineer for the integration of tolling infrastructure for 13 miles of high occupancy vehicle lanes along east and westbound Interstate 80 through Solano County, Craig, was responsible for representing the BAIFA’s interests on this $175M Caltrans/Solano County Transportation Agency project which entailed the conversion of existing high occupancy vehicle lanes along eastbound and westbound I80 from the western crossover in Fairfield to Interstate 505 in Vacaville. Craig was responsible for construction management and inspection services on the toll integration portion of the contract along including coordinating these activities with the Resident Engineer and the Contractor Project Manager on the civil portion of the project. This included issue resolution, claims avoidance, stakeholder coordination, biddability/constructability review, change order management and schedule management. Craig is also responsible for ensuring that the civil contract hands corridor segments over to the toll system integrator in a timely manner, with all work completed per the contract documents.
MTC Toll System Maintenance Construction Manager
Craig is currently serving as the construction manager overseeing the Caltrans LCS coordinator and the field inspector responsible for ensuring that repairs to the active tolling systems on the I680, US101, and I880 corridors are being properly maintained by both the toll system integrator and the general maintenance contractor. Craig is responsible for making sure that the toll system maintenance contractors employed by MTC are correctly prioritizing repairs (and completing same in a timely and efficient manner), completing annual and monthly preventative maintenance and assisting with the field design and construction of relocation and repair projects. The team he manages also coordinated all closures within the Caltrans LCS system and MAZEEP> US101 Express Lane Construction Project, San Mateo County, California As Resident Engineer for the integration of tolling infrastructure for 23 miles of high occupancy vehicle lanes along north and southbound US101, Craig, was responsible for representing the SMCTA’s interests on this $350M Caltrans/San Mateo County Transportation Agency project which entailed the conversion of existing high occupancy vehicle lanes along southbound and northbound US101 from Embarcadero Road, in Palo Alto, to South Airport Road in South San Francisco. Craig was responsible for construction management and inspection services on the toll integration
Craig Parmley, Resume
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3960 adeline street # 3 | emeryville, ca 94608 | (510) 338.6434 | zoon-eng.com portion of the contract along including coordinating these activities with the Resident Engineer and CMGC Project Manager on the civil portion of the project. This included issue resolution, claims avoidance, stakeholder coordination, biddability/constructability review, change order management and schedule management.
I-880 Express Lanes Conversion Project, Alameda County, California As Assistant Resident Engineer Craig, was responsible for managing this $44M Bay Area Infrastructure Financing Authority (BAIFA) project, which entailed the conversion of existing high occupancy vehicle lanes along southbound and northbound I-880 from Hegenberger Road, in Oakland, to the State Route 237 separation in Milpitas. The conversion included directional boring, freeway widening, lane striping, and installing overhead and roadside signage, FasTrak toll tag readers, and traffic monitoring equipment. Concrete barrier modifications were required for the lane reconfiguration. Craig was responsible for construction management and inspection services on this project including issues resolution, claims avoidance, stakeholder coordination, biddability/constructability review, change order management and schedule management. Craig’s strong understanding of construction, the project’s plans and specifications, and Caltrans Standards made him instrumental to management of field, inspection, managerial, and administrative activities.
Oak Grove Rehabilitation Project, City of Concord, California As Assistant Resident Engineer, Craig was responsible for managing this $2.2 million dollar paving project, which entailed using cold in-place recycling to rehabilitate 1.5 miles of an existing 5 lane arterial in Concord. The project also included new ADA-compliant curb ramps and the conversion of the existing loop traffic detection system at 4 major intersections to a camera based one. Craig was responsible for construction management and inspection services on this project including issues resolution, claims avoidance, stakeholder coordination, biddability/constructability review, change order management and schedule management. Craig’s extensive understanding of paving operations and the CIR process resulted in the project being finished early as well as $70K under the contractor’s original bid (without contingency).
County of Marin, Division Chief – Road Construction and Maintenance Craig served as the Division Chief for the County of Marin’s Road Construction and Maintenance Division. Total yearly CIP projects average $18M a year and include road overlays, bridge construction and repair, retaining wall construction and repair, general road infrastructure maintenance, replacement and repair of the County’s storm drain system, and the management of a construction crew of 48 individuals. During his tenure, the County’s pavement condition index rose in six years from 42 to 70. Between 2012 and 2013, index rose 5 points by utilizing various paving techniques such as CIR (cold-in-place recycling, BWC (bonded wearing courses), other non-traditional methods and by changing the preservation guidelines regarding limits and restoration standards on moratorium and non-moratorium streets. All of the construction work in the field, whether done by outside contractors or County personnel was overseen by Craig and his staff. This work required him to work closely with numerous utilities and municipalities.
County of Marin, Emergency Slide Repair Program
As Construction Manager, Craig provided construction management and inspection services on 14 separate projects ranging from $300K to $2M throughout Marin County. Total cumulative construction value of the program was approximately $7M between July 2006 and April 2007. The projects ranged from retrofits of existing failing structures to MSE wall construction, pile supported retaining wall construction and pile/tie back (or soil nail) wall construction.
Craig’s team assisted the civil and structural designers in preconstruction site surveys. He also coordinated emergency utility relocations with all local agencies, including MMWD and PG&E, and provided coordination with Caltrans and the U.S. National Park Service.
City of Daly City
Proposal to Provide
Construction Management & Inspection Services for
Northern Cities Smart Corridor Expansion Project
Appendices
APPENDIX B:
REQUIRED EXHIBITS AND FORMS
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B
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Local Assistance Procedures Manual EXHBIT 10-Q
Disclosure of Lobbying Activities
EXHIBIT 10-Q D ISCLOSURE OF LOBBYING ACTIVITIES
COMPLETE THIS FORM TO DISCLOSE LOBBYING ACTIVITIES PURSUANT TO 31 U.S.C. 1352
1. Type of Federal Action: 2. Status of Federal Action: 3. Report Type:
a. contract a. bid/offer/application a. initial
b. grant b. initial award b. material change
c. cooperative agreement c. post -award
d. loan For Material Change Only:
e. loan guarantee year ____ quarter _________
f. loan insurance date of last report __________
4. Name and Address of Reporting Entity 5. If Reporting Entity in No. 4 is Subawardee, Enter Name and Address of Prime:
Prime Subawardee
Tier _______ , if known
Congressional District, if known Congressional District, if known
6. Federal Department/Agency: 7. Federal Program Name/Description:
CFDA Number, if applicable ____________________
8. Federal Action Number, if known: 9. Award Amount, if known:
10. Name and Address of Lobby Entity 11. Individuals Performing Services (If individual, last name, first name, MI) (including address if different from No. 10) (last name, first name, MI)
(attach Continuation Sheet(s) if necessary)
12. Amount of Payment (check all that apply) 14. Type of Payment (check all that apply) $ _____________ actual planned a. retainer
b. one -time fee
13. Form of Payment (check all that apply): c. commission a. cash d. contingent fee
b. in -kind; specify: nature _______________ e deferred Value _____________ f. other, specify _________________________
15. Brief Description of Services Performed or to be performed and Date(s) of Service, including officer(s), employee(s), or member(s) contacted, for Payment Indicated in Item 12:
(attach Continuation Sheet(s) if necessary)
16. Continuation Sheet(s) attached: Yes No
17. Information requested through this form is authorized by Title 31 U.S.C. Section 1352. This disclosure of lobbying reliance was placed by the tier above when his transaction was made or entered into. This disclosure is required pursuant to 31 U.S.C. 1352. This information will be reported to Congress
semiannually and will be available for public inspection. Any person who fails to file the required disclosure shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
Signature: ________________________________ ________
Print Name: ________________________________ _______
Title: ________________________________ ____________
Telephone No.: ____________________ Date:___________
Authorized for Local Reproduction
Federal Use Only: Standard Form - LLL
Standard Form LLL Rev. 04-28-06
Distribution: Orig- Local Agency Project Files
LPP 13-01 May 8, 2013
Cost Proposal for
City of El Cerrito
Deprtment of Public Works
Request for Proposals For
Construction Management Services On The
Carlson Boulevard and San Diego Street Crosswalk Improvements Project (C5048) 3/15/2024
Saeed Shahmirzai, PE Dana Hissen Keyvan Khorassani Rick Santos Estimated Hours and Cost by Task 256.01$ 145.15$ 145.15$ 167.22$ Task 1: Preconstruction Services 60 100 80 50 290 49,847.30$ Task 2: Construction Management/Resident Engineer 200 350 40 60 650 117,840.72$ Task 3: Construction Observation/Inspection Services 50 60 760 430 1300 203,722.52$ Task 4: Testing Oversight 10 30 40 20 100 16,064.55$
Task 5: Post Construction Services (Close Out/Claims) 40 100 40 40 220 37,249.21$ GRAND TOTALS 360 640 960 600 2,560 424,724.30$ Hours By Task Cost By Task
City Council Agenda ReportItem # _____
Meeting Date: April 8, 2024
Subject: Notice of Completion for the 2020-2021 Serramonte Slurry Seal and Daly City Crosswalk Enhancement Project
Recommended Action
Staff recommends that the City Council authorize the filing of the Notice of Completion and accept the improvements completed in compliance with the construction contract for the 2020-21 Serramonte Slurry Seal and Daly City Crosswalk Enhancement project.
Background
On June 27, 2022, the City Council authorized the award of a construction contract to VSS International, Inc. of West Sacramento, California, in the amount of $2,724,120.00 for the 2020-21 Serramonte Slurry Seal and Daly City Crosswalk Enhancement project. The scope of work was to slurry seal approximately 13.63 centerline miles of City streets in the Serramonte area, and to install high visibility crosswalks along four major corridors that are part of the City’s Vision Zero High Injury Network: Junipero Serra Boulevard, Callan Boulevard, Gellert Boulevard and King Drive.
Discussion
VSS International, Inc. has completed all improvements required by the construction contract documents for a total amount of $2,749,908.40, including three change orders totaling $25,788.40.
The original contract award was for $2,724,120.00. The increase in price of 0.95% between the original and final contract amounts was due to additional traffic control, revised striping, and final quantity adjustments which are within the contingency approved for the project.
Fiscal Impact
The contract was completed in the total amount of $2,749,908.40 with funds available in Transportation Fund CIP project accounts, 17-312-619 – 2020-21 Serramonte Slurry Seal, 17-312-502 – Daly City Crosswalk Enhancement, and 17-312-916 – Vision Zero Improvements. In addition, Water Fund project account 41-385-617, and Sanitation Fund project account 87-920-617 were also used for water and sewer infrastructure improvements made during the project. No additional appropriation is needed for this recommendation.
Summary/Conclusion
The contractor’s work is now complete and acceptable for City maintenance. Staff recommends that the City Council authorize the filing of the Notice of Completion and accept the completed improvements for the City’s maintenance.
Staff is available to provide any additional information desired by the Mayor or Councilmembers.
Respectfully submitted,
Notice of Completion for the
2020-21 Serramonte Slurry Seal and Daly City Crosswalk Enhancement Project Meeting Date: April 8, 2024
Alexander Yuen Richard Chiu, Jr.
Civil Engineering Associate Director of Public Works
Attachments:
1. Project Location Map – 2020-21 Serramonte Slurry Seal
2. Project Location Map – Daly City Crosswalk Enhancement
3. Resolution
4. Notice of Completion
2020-21 SERRAMONTESLURRY SEAL
SAN MATEO COUNTY, CALIFORNIA
DALY CITY CROSSWALK ENHANCEMENTSAN MATEO COUNTY, CALIFORNIA
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO
OFFICE OF THE CITY CLERK
CITY OF DALY CITY
333 - 90th Street
Daly City, California 94015
Notice of Completion
NOTICE IS HEREBY GIVEN as follows:
1. The date of completion of the work of improvement is: April 8, 2024
2. The owner of the work of improvements is: City of Daly City, a Municipal Corporation.
3. The address of the owner of the work of improvement is: City Hall 333 - 90th Street
Daly City, California 94015
4. The nature of the owner’s interest or estate is: In fee.
5. The work of improvement is located in Daly City, California, and is particularly described as follows:
2020-21 SERRAMONTE SLURRY SEAL
AND
DALY CITY CROSSWALK ENHANCEMENT
The name of the original contractor for the work of improvement is:
VSS International, Inc.
3785 Channel Drive
West Sacramento, CA 95691
Dated:
The undersigned, being duly sworn, says: That he is the owner of the aforesaid interest or estate in the property described in the foregoing notice; that he has read the same, and knows the contents thereof, and that the facts stated therein are true.
CITY OF DALY CITY, OWNER
Richard Chiu, Jr., Public Works Director
STATE OF CALIFORNIA,
COUNTY OF SAN MATEO}SS.
Subscribed and sworn to (or affirmed) before me on this day of , 2024 , by . , proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me.
Signature
Name (Typed or Printed)
Notary Public in and for said County and State
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DALY CITY ACCEPTING
COMPLETION OF CERTAIN PROJECT IN THE
DEPARTMENT OF PUBLIC WORKS
(2020-21 Serramonte Slurry Seal and Daly City Crosswalk Enhancement) A. The Project Manager has advised that the project set forth hereinafter has been completed in accordance with the terms of the contract with the City of Daly City and VSS International, Inc., a CA Corporation.
B. The City Council of the City of Daly City desires to acknowledge the completion of such project so that notice of completion may be given.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Daly City that pursuant to the above, the City of Daly City does hereby accept as complete the following described project:
2020-21 SERRAMONTE SLURRY SEAL AND
DALY CITY CROSSWALK ENHANCEMENT
BE IT FURTHER RESOLVED by the City Council of the City of Daly City that said project be, and it is hereby accepted as complete, and at the expiration of fifty-five (55) days from this date, final payment in connection with this project be, and it is hereby authorized, provided that all statutory liens, claims and withholds are satisfied pursuant to law.
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 , 2024, by the following vote of the members thereof:
AYES, and in favor thereof, Councilmembers:
NOES, Councilmembers:
ABSENT, Councilmembers:
CITY CLERK OF THE CITY OF DALY CITY
APPROVED:
MAYOR OF THE CITY OF DALY CITY
City Council Agenda ReportItem # _____
Meeting Date: April 8, 2024
Subject: Approve a Purchase Agreement for LED Streetlight Fixtures and Poles for School Street
Recommended Action
Staff recommends City Council approve a purchase agreement for LED streetlight fixtures and poles for School Street and authorize the City Manager, or his designee, to execute all necessary documents to complete the purchase.
Discussion
In 1990, the City completed the School Street Improvement Project. Included in the project was the installation of 20 decorative dual head streetlight fixtures and streetlight poles. The streetlight fixtures and streetlight poles have a manufactures lifespan of 25 years, depending on the condition of the local environment. Due to the constant exposure to fog and salty air, the poles and streetlight fixtures are deteriorated beyond repair. In 2023, several poles found in poor condition were removed in the interest of public safety. The remaining streetlights and poles will also need to be replaced.
The new LED streetlight fixtures and streetlight poles will have the same distinctive appearance as the existing streetlight fixtures on Mission St. and John Daly Blvd. and be more energy efficient. The new aluminum poles will have the same bolt pattern as the existing poles; therefore, the existing pole foundations can be re-used. Both the streetlights and poles will be painted black.
Staff contacted three (3) vendors for quotes to purchase the streetlight fixtures and streetlight poles.
Three (3) quotes were submitted and are shown in the table below:
Vendor Quote Base Bid
1. WESCO International, Inc $140,657.58
2. Graybar $144,164.79
3. Contractors Electrical Distributors (CED) $165,807.97 WESCO International, Inc provided the lowest bid, including shipping and tax.
Fiscal Impact
Sufficient funds to purchase the LED streetlight fixtures and poles for School Street in the amount of $140,657.58 tax included, is available in the Traffic Signal/Street Light Improvements budget, account number 17-312-872.
Approve a Purchase Agreement for LED Streetlight Fixtures and Poles for School Street Meeting Date: April 8, 2024
Summary/Conclusion
Staff recommends City Council approve a purchase agreement for LED streetlight fixtures and poles for School Street and authorize the City Manager, or his designee, to execute all necessary documents to complete the purchase.
Staff is available to provide any additional information desired by the Mayor or Councilmembers.
Respectfully submitted,
Jeffery W. Fornesi Richard Chiu Jr.
Assistant to the Director of Public Works Director of Public Works Attachment: WESCO International, Inc Quote Number RS-PK020224R1
To : Account Number
City of Daly City Quote Number RS-PK020224R1
Street Lights and Traffic Signals Date 2/13/2024
798 Niantic Ave. Representative ContactRichard Steel
Daly City, CA 94014 Phone number 510-501-7179
Email: [email protected]
Item Quoted Qty Wesco
# Price Extended
10 Lumec Urban Candela Pendant Luminaire 6,096.00$ 21 $128,016.00 CAND1-40W42LED4K-G2-PC-C-RLE3-UNIV-BKTX - Fixture 42
[VC-018]-2-R4-PH8/277-RC-BKTX - Twin Arm Brackets 21
APR4W-15-B104-BKTX - Pole 21
3/4 X 18 X 4 ANCHOR BOLT SETS 21
Total Price $128,016.00
Local Tax ( 9.875%)$12,641.58
Final Price $140,657.58
Customer Quote
UNLESS THERE ARE DIFFERENT OR ADDITIONAL TERMS AND CONDITIONS CONTAINED IN A MASTER AGREEMENT THAT
MODIFY WESCO'S STANDARD TERMS, BUYER AGREES THAT THE ACKNOWLEDGEMENT AND ACCEPTANCE OF THIS
PURCHASE ORDER WILL BE GOVERNED BY WESCO'S TERMS AND CONDITIONS AVAILABLE AT HTTP://WWW.WESCO.COM/TERMS_AND_CONDITIONS_OF_SALE.PDF, WHICH ARE INCORPORATED HEREIN BY REFERENCE AND MADE PART HEREOF. PLEASE CONTACT THE SELLER IDENTIFIED ON THIS ORDER ACKNOWLEDGMENT IF YOU REQUIRE A PRINTED COPY.
Description
WESCO International, Inc. Confidential 2/13/2024 Page[Page]
City Council Meeting Agenda ReportItem # _____
Meeting Date: April 8, 2024
Subject: Approve Proposed Revisions of Lead Street Maintenance Worker and Safety Inspector I/II Job Specifications (Civil Service)
Recommended Action
Staff recommends that the City Council adopt the proposed revisions to the following job specifications:
oLead Street Maintenance Worker (attached)
oSafety Inspector I to Safety Inspector I/II (attached) Background/Discussion
Through the 2019 Labor negotiations process, the City and AFSCME Local 829 agreed to review the Lead Public Works Maintenance Worker classification. As a result, both parties are in agreement to revert back to using a title specific to the division the employee will be assigned to. The Lead Street Maintenance Worker job specification has been updated to accurately reflect the duties of the position.
Staff is recommending revising the Safety Inspector I job specification to allow for flexible staffing into a Safety Inspector II. Under the flexible staffing concept, Safety Inspector II positions that may become vacant may reasonably be filled at the Safety Inspector I position for training purposes or when filled from the outside, require specific experience. This flexibility allows the department to recruit for candidates that best fits the needs of the department.
The City Manager has approved the proposed civil service job specifications and the City has met and conferred in good faith with the affected bargaining units and, as a result, have agreed to the proposed job specification changes.
Fiscal Impact
No fiscal impact.
Summary/Conclusion
Staff is recommending that the City Council adopt the proposed revisions to the Lead Street Maintenance Worker and Safety Inspector I/II civil service job specifications.
Staff is available to provide any additional information desired by the Mayor or Councilmembers.
Respectfully submitted,
Natalie Sakkal
Director of Human Resources
Attachments
CITY OF DALY CITY APPROVED BY:
JOB SPECIFICATION PERSONNEL BOARD: 09/12/2013
CITY COUNCIL: 10/14/2013
RES. NO. 13-157
LEAD STREET PUBLIC WORKS MAINTENANCE WORKER
DEFINITION
Under general direction, serves as a lead worker and assumes significant responsibilities for the general maintenance, repair, construction, and inspections of roadways , street signs, parking meters, pavement markings, sidewalks, and storm water conveyance systems. Supervises, organizes, trains, and provides direction to assigned personnel .
Performs skilled task related to the repair and construction of roadways, sidewalks, storm water conveyance systems, and performs other duties as assigned. Under general supervision of a Public Works Maintenance Supervisor, provides lead directi on, personally performs any combination of tasks involved with inspection, construction, repair, preventative, corrective and emergency maintenance of streets, roadways, storm drains, landscaping, irrigation, sports fields, playground structures, public buildings, facilities and related structures, and performs other duties as assigned. The Lead Public Works Maintenance Workers m ay be assigned to one of three (3) Public Works Maintenance Sections (Streets, Buildings, or Parks).
DISTINGUISHING CHARACTERISTICS
This class is distinguished from the Street Maintenance Worker I/II classification series by the performance of more skilled and complex public maintenance and repair tasks, and the requirement to oversee, lead and train subordinate a crew of employees.
Incumbents may also perform all of all the duties customarily performed by a Street Maintenance Worker I/II in any of the assigned areas: Streets, Buildings or Parks.
EXAMPLES OF DUTIES
Leads and perform s complex skilled maintenance, construction, and repair work at the journey level in one or more of the following trades: roadway and sidewalk construction, fencing and guardrails, roadway signage, and storm water conveyance systems.
Performs street sweeping duties and USA markings of underground infrastructure.
Prepares the detailed planning, scheduling and organization of the work of assigned personnel; evaluates checks work performed in the field of assigned cr ews to see that workensure work is done properly and expeditiously; confers with Public Works Maintenance Supervisor on significant deviations; reviews construction plans, prepares cost estimates as required; may assist in the preparation of annual budgets, including capital improvements; assists in projecting personnel, equipment, and material needs;
JOB SPECIFICATION
LEAD STREET MAINTENANCE WORKER (PAGE 2)
opens and completes work orders; maintains records concerning installations, repairs, and the condition of City assetsthe facility or site of assigned work ; makes recommendations for improvements, additions, alterations and repairs and may inspect work performed by outside contractors; assist s in preparing employee performance evaluations, conducts effective training on equipment operation, care, cleaning and maintenance; and general safety and work site safety; advises on safety precautions and instructs personnel in the technical aspects of work performed; responds to inquiries and complaints pertaining to the work of the Street Maintenance Section as directed; perform other duties as assigned.
Operates hand and power tools, and heavy equipment common to general construction and maintenance of roadways, sidewalks, street signs, parking meters, and storm water conveyance systems. Safely handles and applies thermoplastic and paint for roadway striping and markings. Reads and interprets construction plans and specifications and prepare cost estimates; meets with and monitors contractors and vendors.
Depending on the Public Works Mainten ance Section the employee is assigned may personally perform typical duties in one of the following broad categories:
Parks- safely handles and apply pesticides, herbicides and fertilizer s, propagat es plants, transplants and cares for flowers, ornamental trees and shrubs; install s and maintains irrigation systems;
Streets- safely handles and applies thermoplastic and paint for roadway striping; maint ains street pavement, signage, stripping and storm drain facilities;
Buildings- repairs and maintains plumbing and heating systems, door hardware and locks, roofs, fencing, sheet rock, paneling, floor and wall covering and general carpentry;
MINIMUM QUALIFICATIONS
Knowledge of: Practical aspects of supervisory principles and practices including effectively maintaining a work environment that is free of discrimination and harassment; elements of work scheduling; labor and material cost estimating for street, sidewalk, and storm water conveyance system construction, repair, and Public Works M maintenance projects; basic recordkeeping and budget procedures; standard safety procedures, including working practices and safety orders of the California Division of Industrial Safety pertinent to general or utility construction and maintenance; methods, tools, mat erials, and types and functions of equipment used; provisions of the California Vehicle Code as it applies to the loading and operation of motor vehicles; applicable Federal, State and local laws, codes and regulations.
Ability to: Supervise, schedule, train, and direct the work of assigned personnel; follow oral and written directions; prepare clear and accurate reports; prepare and maintain accurate records; read and interpret plans and specifications; be available in an emergency for night and weekend work; operate and maintain all types of specialized
JOB SPECIFICATION
LEAD STREET MAINTENANCE WORKER (PAGE 3)
equipment used in the maintenance of public buildings , landscaping and sstreet infrastructures and storm water conveyance system infrastructure; perform skilled and semi-skilled tasks; organize and direct building, street, an, sid ewalk, and storm water conveyance system d parks maintenance projects; analyze situations effectively and develop appropriate solutions to correct problem areas, communicate in a professional manner with various personnel, including personnel from other City Departments, city residents, engineering consultants and industry representatives, communicate clearly and concisely with contacts both verbally and in writing, as n eeded, to perform one’s assignments, interact positively and cooperatively with co-workers, respond politely to customers, work as a team member, function under demanding time pressures, respond in a positive manner to supervision, and attend work and perform duties on a regular and consistent basis.
Experience: Three Two (32) years of increasingly responsible experience in performing skilled work in the maintenance, repair, and/or construction of streets, roadways, storm drains systems, landscaping, irrigation, sports fields, playground structures, public facilities and/or related structures.
Education: Graduation from high school or equivalent. Additional qualifying experience may be substituted for the required education on a year-for-year basis up to a maximum of two years. Associate of Arts Degree or higher in related field highly desirable.
Physical Requirements: Moderate and sometimes strenuous exertion required, including sustained walking, standing, bending, kneeling, crawling, climbing, and lifting.
Works in adverse weather conditions from time to time. E xposure to dirt, noise, uneven surfaces, and/or extreme heat or cold when in the field and may be required to sit for long periods using a computer and other electronic equipment.keyboard and mouse.
License: Possession of a valid Class "A" or Class “B” California Driver’s License with a Tank Endorsement (including acceptable driving record), or the ability to obtain one within 12 months.
Certification: Candidates assigned to the Parks Section m ust possess a Q ualified Applicator's Certificate issued by the State of California and be qualified for spraying i n categories (B) Landscape Mai ntenance and (C) Rights -of-Ways, or the ability to obtain one within 12 months.
Possession Candidates assigned to the Street s Section must possessof a Wastewater Collection System Maintenance Certificate Grade I issued by the California Water Environment Association, or ability to obtain Certificate within 12 months.
Candidates assigned to the Buildings Section must possess a Playground Safety Inspector Certification issued by the National Recreation and Park Association, or ability to obtain Certificate within 12 months.
JOB SPECIFICATION
LEAD STREET MAINTENANCE WORKER (PAGE 4)
R: 13109/202408/2013
AApproved:
Date:
3/29/24
CITY OF DALY CITY APPROVED BY
JOB SPECIFICATION CITY COUNCIL: 9/27/2021 RES. NO.: 21-129
SAFETY INSPECTOR I/II
DEFINITION
Safety Inspector I: Under the supervision of the Fire Marshal or the Chief’s authorized representatives, to inspect fire protection systems, new construction sites, industrial and commercial occupancies and institutional and public assemblage occupancies to insure a practical level of fire protection and compliance with applicable state and local regulations and nationally recognized fire protection standards; and perform related duties as may be required.
Safety Inspector II: Under the supervision of the Fire Marshal or the Chief's authorized subordinatesrepresentatives, to inspect fire pro tection systems, new construction sites, industrial and commercial occupancies and institutional and public assemblage occupancies to insure a practical level of fire protection and compliance with applicable state and local regulations and nationally reco gnized fire protection standards; and perform related duties as may be required. The class is required to have operating knowledge of the principals and practices of fire prevention and greater overall experience.
Safety Inspector I is the entry-level class and Safety Inspector II is the journey level class in the series. Under the flexible staffing concept, Safety Inspector II positions that may become vacant may reasonably be filled at the Safety Inspector I position for training purposes or when filled from the outside, require specific experience , as stated in the minimum qualifications . Appointment to th e Safety Inspector II class requires the employee to be performing substantially the full range of inspector duties and to meet the qualification standards for the class. The class requires the ability to work independently exercising good judgment and initiative.
EXAMPLES OF DUTIES
Performs fire safety inspections of schools, rest homes, residences, hospitals, churches, industrial and commercial buildings, sprinkler systems and hazardous materials and processes; issues written notices requiring the elimination of fire hazards; inspects posts and issues weed abatement notices; assists in the investigation of fires to determine origin and cause; testifies in court; photographs fire scenes; investigates and requires correction of violations of state and local codes and ordinances pertaining to fire prevention; develops and conducts fire prevention education programs; keeps records of buildings inspected and