MASTER AGREEMENT FOR CONSULTANT SERVICES
This Master Agreement for Consultant Services (the "Agreement") is made and entered individually as "Party" and collectively as the "Parties."
RECITALS
WHEREAS, CITY requires construction management services in connection with the Lower Linda Mar Sewer Rehabilitation and Repair Project.
WHEREAS, CONSULTANT is qualified to perform such services; and WHEREAS, CONSULTANT has agreed to provide CITY with such services on the terms and conditions set forth herein.
NOW, THEREFORE, for the considerations hereinafter set forth, CONSULTANT and CITY agree as follows:
ARTICLE 1 - SCOPE OF SERVICES
1.1. Scope of Services. CONSULTANT agrees to furnish services pursuant to a Task Order in the form set forth in Exhibit A, Task Order, which is attached hereto and incorporated herein (the "Services").
1.2. Compliance with Law. The Services shall be performed in accordance with all applicable federal, state and local laws, ordinances, rules, regulations and orders.
1.3. Time is of the Essence. CONSULTANT agrees to diligently prosecute the Services. In the performance of this Agreement, time is of the essence.
1.4. Professional Competence. CONSULTANT represents that it has the professional skills necessary to perform the Services and that it will perform the Services in a skillful and professional manner. CONSULTANT represents that it has all the necessary licenses to perform the Services and shall maintain them throughout the term of this Agreement.
CONSULTANT agrees that the Services shall be performed in the manner and according to the standards observed by a competent practitioner of the profession in which CONSULTANT is engaged, in the same or similar geographical area in which CONSULTANT practices its profession and will prepare all work products required by this Agreement in accordance with such standards. CITY and CONSULTANT agree that CONSULTANT is in responsible charge of the Services. Acceptance by CITY of the Services does not operate as a release of CONSULTANT from professional responsibility for the Services pertormed.
OAK #4818-2196-0582 v1
1.5. Independent Contractor. CONSULTANT is an independent contractor and not an employee of CITY. CONSULTANT expressly warrants that it will not represent that it is an employee of CITY. Persons employed or utilized by CONSULTANT in the performance of the Services will not be employees or agents of CITY. CONSULTANT is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes.
1.6. Confidentiality. CONSULTANT agrees to maintain in confidence and not disclose to any person, firm, governmental entity, or corporation, without CITY's prior written consent, any trade secret or confidential information, knowledge or data relating to the products, process, or operation of CITY. CONSULTANT further agrees to maintain in confidence and not to disclose to any person, firm, governmental entity, or corporation any data, information, technology, or material developed or obtained by CONSULTANT during the performance of the Services. The covenants contained in this Section 1.6 shall survive the termination of this Agreement for whatever cause.
1.7. Ownership of Material. Any reports and other material prepared by or on behalf of CONSULTANT under this Agreement (collectively, the "Documents") shall be and remain the property of CITY. All Documents not already provided to CITY shall be delivered to CITY on the date of termination of this Agreement for any reason. The Documents may be used by CITY and its agents, employees, representatives, and assigns, in whole or in part, or in modified form, for all purposes CITY may deem appropriate without further employment of or payment of any compensation to CONSULTANT.
1.8 Documentation. CONSULTANT shall keep and maintain full and complete documentation and accounting records, employee time sheets, and correspondence pertaining to the performance of the Services, and CONSULTANT shall make such documents available for review and/or audit by CITY and CITY's representatives at all reasonable times for at least four years after the termination of this Agreement or completion of the Services.
1.9. Testimony. CONSULTANT agrees to testify at CITY's request if litigation is brought against CITY in connection with the Services. Unless the action is brought by CONSULTANT or is based upon CONSULTANT's negligence, CITY will compensate CONSULTANT for the preparation and the testimony at CONSULTANT's standard hourly rates.
ARTICLE 2 - COMPENSATION
2.1. Compensation. Compensation for the Services shall be in accordance with the rate and schedules specified in a Task Order. However, in no event shall the amount the CITY pays to CONSULTANT for work done under a Task Order exceed the total compensation specified in the Task Order ("Cost Ceiling").
2.2. Invoices. CONSULTANT shall submit monthly invoices in a form satisfactory to CITY on or before the tenth day of each month for Services provided during the preceding month. CONSULTANT shall submit time and cost records as necessary to substantiate performance of the Services. Within 35 days after receipt of each such invoice, CITY shall verify the accuracy of the invoice, correct the charges where appropriate and as discussed and mutually agreed with CONSULTANT, and make payment to CONSULTANT in an amount equal to the amount of such invoice, as verified or corrected by CITY. No payment hereunder shall be construed as evidence of acceptance of any of CONSULTANT's work. CITY reserves the right to withhold payment from CONSULTANT on account of Services not performed satisfactorily, delays in CONSULTANT's performance of Services, or other defaults hereunder. CONSULTANT shall not stop or delay performance of the Services under this Agreement on account of payment disputes with CITY.
2.3. Status Reports. Together with each monthly invoice, CONSULTANT shall submit a status report detailing the amount expended on the Services to that date and the remaining amount to be expended before the Cost Ceiling is reached. CONSULTANT shall notify CITY in writing when payments have reached 90 percent of the Cost Ceiling
2.4. Withholding. In lieu of holding retention, CITY shall withhold CONSULTANT's final payment under a Task Order until the Services provided under that Task Order are complete and CITY has received all Documents. CONSULTANT shall diligently continue and complete performance of the Services if the Services are not complete at the time CONSULTANT has performed services up to the Cost Ceiling.
ARTICLE 3 - TIME OF PERFORMANCE
3.1. Effective Date. This Agreement shall become effective upon execution of the second signature and shall remain in full force and effect until March 1, 2026 (the "Term").
Notwithstanding the foregoing, this Agreement may be extended for successive one-year terms) upon mutual, written approval by the City Manager or his/her designee and CONSULTANT. Work authorized by a Task Order shall be performed in accordance with the schedule set forth in the Task Order.
3.2. Termination. This Agreement may be terminated at any time by CITY upon written notice to CONSULTANT.
3.3. Final Payment. CONSULTANT shall be entitled to compensation for Services performed up to the time of such termination, it being understood that any payments are full compensation for the Services rendered under this Agreement.
3.4. Other Remedies. Nothing in this Article 3 shall be deemed to limit the respective rights of the parties to terminate this Agreement for cause or otherwise to exercise any rights or pursue any remedies which may accrue to them.
ARTICLE 4 - DESIGNATED CONTACTS
4.1. CITY Contact. CITY designates Daniel Patten as its contact who shall be responsible for administering and interpreting the terms and conditions of this Agreement, for matters relating to CONSULTANT's performance under this Agreement, and for liaison and coordination between CITY and CONSULTANT. In the event CITY wishes to make a change in CITY's representative, CITY will notify CONSULTANT of the change in writing.
4.2. CONSULTANT Contact. CONSULTANT designates Jonathan Tristao as its contact, who shall have immediate responsibility for the performance of the Services and for all matters relating to performance under this Agreement. Any change in CONSULTANT's designated contact shall be subject to written approval by CITY.
ARTICLE 5 - INDEMNIFICATION AND INSURANCE
5.1. Indemnification. CONSULTANT shall, to the fullest extent allowed by law, with respect to claims, liability, loss, damage, costs, or expenses, including reasonable attorney's and expert witness fees, awards, fines, penalties, or judgments, arising out of or relating to the Services (collectively "Claims) that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of CONSULTANT, defend, indemnify, and hold harmless CITY, its Officials, officers, employees and agents (the "CITY Parties"), except to the extent the Claims are attributable to CITY Parties' gross negligence or willful misconduct. CONSULTANT shall defend the CITY Parties as required by California Civil Code Section 2778, and with counsel reasonably acceptable to those parties. CONSULTANT shall have no right to seek reimbursement from the CITY Parties for the costs of defense.
If CONSULTANT is a "design professional," as defined in California Civil Code Section 2782.8(c), CONSULTANT shall indemnify, defend, and hold the Indemnitees harmless against Liability only to the extent such Liability arises out of, pertains to, or relates to CONSULTANT's negligence, recklessness, or willful misconduct. In such an event, the cost to defend charged to CONSULTANT shall not exceed CONSULTANT's proportionate percentage of fault.
The obligations contained in this Section 5.1 shall survive the termination of this Agreement for whatever cause for the full period of time allowed by law and shall not in any way be limited by the insurance requirements of this Agreement.
5.2. Health and Safcty. CONSULTANT may perform part of the Services at sites which contain unknown working conditions and contaminated materials. CONSULTANT shall be solely responsible for the health and safety of CONSULTANT's employees during the performance of the Services.
5.3. Insurance. CONSULTANT and all of CONSULTANTS employees, subcontractors, consultants and other agency shall procure, provide and maintain at all times during the performance of this Agreement, and for such additional periods as described herein, the insurance listed below with insurers licensed to do business in the State of California and with a Best's rating of no less than A:VII.
A. Commercial Automobile Liability Insurance. Commercial Automobile Liability Insurance providing bodily injury liability and property damage, to protect against all liability arising out of the use of any owned, leased, passenger or commercial automobile at a minimum amount of $1,000,000 combined single limit and $2,000,000 aggregate. Coverage shall apply to hired and non-owned autos.
B. Commercial General Liability Insurance. Commercial General Liability Insurance, with limits providing a minimum amount of $1,000,000 combined single limit coverage for each occurrence, $2,000,000 general aggregate and $2,000,000 products/completed operations aggregate. The insurance shall cover all operations including but not limited to the following: (1) premises, operations and mobile equipment liability; (2) completed operations and products liability; (3) contractual liability insuring the obligations assumed by CONSULTANT in this Agreement; (4) broad form property damage liability; (5) personal injury liability endorsement, including death; and (6) automobile bodily injury and property damage insurance, including all owned, hired and non-owned equipment.
C. Professional Liability Insurance. Professional Liability Insurance protecting against liabilities arising out of or in connection with negligent acts, errors, or omissions of CONSULTANT and all of CONSULTANTS employees, subcontractors, consultants and other agency in connection with this Agreement, at a minimum amount of $1,000,000 combined single limit coverage and $1,000,000 aggregate, on a "claims made basis" with a continuation of coverage extension for liabilities for two years from the date the Services are substantially complete. Such professional liability policies shall include coverage for liability assumed by the CONSULTANT under this Agreement.
D. Workers Compensation Insurance. Workers Compensation insurance, occupational disease insurance and employer's liability insurance shall be required with minimum limits as required by law, covering all workplaces involved in this Agreement.
E. Policy Terms. Concurrently with execution of this Agreement, CONSULTANT shall provide CITY with Certificates of Insurance evidencing that CONSULTANT has obtained or maintains the insurance required by this Section
5.3. The Certificates shall be on forms acceptable to CITY. CONSULTANT shall also furnish CITY with original endorsements with the following documentation:
• Precluding cancellation or reduction in coverage before the expiration of thirty (30) days after CITY shall have received written notification thereof from CONSULTANT by United States mail;
• Providing that CONSULTANT's insurance shall apply separately to each insured against whom claim is made or suit is brought, and include a "separation of insureds" or "severability" clause which treats each insured separately, except with respect to the limits of the insurer's liability (cross-liability endorsement);
• Excepting CONSULTANT'S professional liability insurance, naming CITY, its City Council, boards, commissions, committees, officers, employees and agents as additional insureds ("Additional Insureds"); and • Providing that for any claims relating to CONSULTANT's services hereunder, CONSULTANT's insurance coverage shall he primary insurance with respect to CITY, its City Council, boards, commissions, committees, officers, employees and agents, and that any insurance or self-insurance maintained by CITY for itself, its City Council, boards, commissions, committees, officers, employees and agents shall be in excess of CONSULTANT's insurance and shall not be contributory with it.
• It shall be a requirement under this Agreement that any available insurance proceeds broader than or in excess of the specified minimum insurance coverages requirements and/or limits shall be available to the Additional Insured, including but not limited to any umbrella or excess insurance.
Furthermore, the requirements for coverage and limits shall be the greater of:
(a) the minimum coverage and limits specified in this Agreement; or (b) the broader coverage and maximum limits of coverage of any insurance policy or proceeds available to the named insured.
F. Material Breach. If CONSULTANT fails to maintain insurance coverage or provided insurance documentation which is required pursuant to this Agreement, it shall be deemed a material breach of this Agreement. CITY, at its sole option, may terminate this Agreement and obtain damages from CONSULTANT resulting from said breach. Alternatively, CITY may purchase the required insurance coverage, and without further notice to CONSULTANT, may deduct from sums due to CONSULTANT any premium costs advanced by CITY for such insurance. These remedies shall be in addition to any other remedies available to CITY.
ARTICLE 6 - NOTICES
All notices or other communications required or permitted hereunder shall be in writing, and shall be personally delivered or sent by facsimile or reputable overnight courier and shall be deemed received upon the earlier of: (1) if personally delivered, the date of delivery to the address of the person to receive such notice; (2) if delivered by Federal Express or other overnight courier for next business day delivery, the next business day; (3) if sent by facsimile, notice in the manner described in this Article 6. Rejection or other refusal to accept or the inability to deliver because of a change in address of which no notice was given shall be deemed to constitute receipt of the notice or communication sent. Unless changed in accordance herewith, the addresses for notices given pursuant to this Agreement shall be as follows:
If to CITY: City Manager
540 Crespi Dr.
Pacifica, CA 94404
Phone: (650) 738-7409
Facsimile: (650) 359-6038
Email: [email protected]
If to CONSULTANT: William Tanner
274 Redwood Shores Parkway
Suite 607
Redwood City, CA 94065
Phone: (650) 585-4484
Email: [email protected]
ARTICLE 7 - MISCELLANEOUS
7.1. Conflict of Interest Prohibition. CITY and CONSULTANT will comply with the requirements of the CITY's Conflict of Interest Code adopted pursuant to California Government Code 987300 et seq., the Political Reform Act (California Government Code 881000 et seq.), the regulations promulgated by the Fair Political Practices Commission (Title 2, 818110 et seq. of the California Code of Regulations), California Government Code §1090 et seq., and any other ethics laws applicable to the performance of the Services and/or this Agreement. CONSULTANT may be required to file with the CITY Clerk a completed Form 700 before commencing performance of the Services unless the CITY Clerk determines that completion of a Form 700 is not required, pursuant to CITY's Conflict of Interest Code. Form 700 forms are available from the CITY Clerk.
CONSULTANT may not perform Services for any other person or entity that, pursuant to any applicable law or regulation, would result in a conflict of interest or would otherwise be prohibited with respect to CONSULTANT's obligations pursuant to this Agreement.
CONSULTANT agrees to cooperate fully with CITY and to provide any necessary and appropriate information requested by CITY or any authorized representative concerning potential conflicts of interest or prohibitions concerning CONSULTANT's obligations pursuant to this Agreement.
CONSULTANT may not employ any CITY official, officer or employee in the performance of the Services, nor may any official, officer or employee of CITY have any financial interest in this Agreement that would violate California Government Code §1090 et seq. CONSULTANT hereby warrants that it is not now, nor has it been in the previous twelve (12) months, an employee, agent, appointee, or official of CITY. If CONSULTANT was an employee, agent, appointee, or official of CITY in the previous twelve months, CONSULTANT warrants that it did not participate in any manner in the forming of this Agreement. CONSULTANT understands that, if this Agreement is made in violation of Government Code §1090 et seq., the entire Agreement is void and CONSULTANT will not be entitled to any compensation for CONSULTANT's performance of the Services, including reimbursement of expenses, and CONSULTANT will be required to reimburse CITY for any sums paid to CONSULTANT under this Agreement. CONSULTANT understands that, in addition to the foregoing, penalties for violating Government Code §1090 may include criminal prosecution and disqualification from holding public office in the State of California.
Any violation by CONSULTANT of the requirements of this provision will constitute a material breach of this Agreement, and the CITY reserves all its rights and remedies at law and equity concerning any such violations.
7.2. Subcontracting. CONSULTANT may subcontract portions of the Services upon the prior written approval of CITY. CONSULTANT will be solely responsible for payment of such subcontract Services. No contractual relationship will exist between any such subcontractors of CONSULTANT and CITY. CONSULTANT's subcontractors agree to be bound to CONSULTANT and CITY in the same manner and to the same extent as CONSULTANT is bound to CITY under the Agreement. CONSULTANT'S subcontractors further agree to include the same requirements and provisions of this Agreement, including the indemnity and insurance requirements, with any sub- subcontractor to the extent they apply to the scope of the sub-subcontractor's work. A copy of the CITY indemnity and insurance provisions will be furnished to CONSULTANT's subcontractors upon request.
7.3. Entire Agreement. This Agreement represents the entire understanding of CITY and CONSULTANT as to those matters contained herein. No prior oral or written understanding shall be of any force or effect with respect to those matters covered hereunder. This Agreement may only be modified by an amendment in writing signed by each party.
7.4. No Assignment. The Services are deemed unique and neither party shall assign, transfer, subcontract or otherwise substitute its interest in this Agreement or any of its obligations hereunder without the prior written consent of the other party. As limited by this Section
7.2, this Agreement is to be binding on the successors and assigns of the parties hereto.
7.5. Severability. If any part of this Agreement is determined to be unconstitutional, invalid or beyond the authority of either party, such decision shall not affect the validity of the remainder of this Agreement, which shall continue in full force and effect, provided that the remainder of this Agreement can be interpreted to give effect to the intentions of the parties.
7.6. Counterparts. Ihis Agreement may be signed in counterparts and, when fully signed, such counterparts shall have the same effect as if signed in one document.
7.7. Choice of Law. This Agreement and all matters relating to it shall be governed by the laws of the State of California without reference to its choice of laws principles and venue shall be in the appropriate court in San Mateo County, California.
7.8. Waiver. No failure on the part of either Party to exercise any right or remedy hereunder shall operate as a waiver of any other right or remedy that party may have hereunder. A waiver by either CITY or CONSULTANT of any breach of this Agreement shall not be binding upon the waiving party unless such waiver is in writing. In the event of a written waiver, such a waiver shall not affect the waiving party's rights with respect to any other further breach.
7.9. Mediation. In the event the parties are unable to resolve a dispute arising under this Agreement through good faith negotiations, the parties agree to submit the matter to mediation with a mutually agreeable mediator. Prior to the mediation, the parties shall exchange any documents reasonably necessary to resolve the matter to be mediated.
7.10. Attorney's Fees. If any action at law or in equity, including an action for declaratory relief, is brought to enforce or interpret the provisions of this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, which may be set by the court in the same action or in a separate action brought for that purpose, in addition to any other relief to which that party may be entitled.
7.11. Interpretation. In the event this Agreement is ever construed in any dispute between the parties, it and each of its provisions shall be construed without regard to the party or parties responsible for its preparation and shall be deemed to have been prepared jointly by the parties. The rule of construction to the effect that ambiguities are to be resolved against the drafting party shall not be employed in interpreting this Agreement.
7.12. Authority. Each individual executing this Agreement on behalf of one of the parties represents that he or she is duly authorized to sign and deliver the Agreement on behalf of such party and that this Agreement is binding on such party in accordance with its terms.
7.13. Third Parties. Nothing contained in this Agreement shall create a contractual relationship with, or cause of action in favor of, a third party against either the CITY or CONSULTANT. CONSULTANT's Services hereunder are being performed solely for the benefit of CITY. CITY shall be an express third-party beneficiary of all contracts between CONSULTANT and any subcontractors or subconsultants in connection with any services performed in connection with, or in furtherance of, this Agreement.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the date set forth above.
CITY OF PACIFICA
By: Date
Kevin Woodhouse, City Manager
CONSULTANT-
05/06/24
Date
William Tanner, President
Attest:
By:
Sarah Coffey, City Clerk
Approved As To Form
By:
Michelle Marchetta Kenyon, City Attorney
EXHIBIT A
TASK ORDER
TASK ORDER NO. 1
CITY OF PACIFICA
AND
TANNER PACIFIC INCORPORATED
SECTION 1 - PURPOSE
The purpose of this Task Order is to authorize and direct Tanner Pacific Inc. to proceed with the work specified in SECTION 2 below, in accordance with the provisions of the Master Agreement for Consultant Services between the City of Pacifica ("CITY") and Tanner Pacific Inc. ("CONSULTANT) hereto dated May 2, 2024 ("MASTER ÀGREEMENT") SECTION 2 - SCOPE OF WORK
The items authorized by this Task Order are presented in Attachment "A" - Scope of Services, which is attached hereto and incorporated by this reference.
SECTION 3 - COMPENSATION AND PAYMENT
Compensation shall be as provided in the MASTER AGREEMENT. Compensation for services as set forth in SECTION 2 shall be as set forth in Attachment "B" - Compensation, which is attached hercto and incorporated by this reference. Total compensation for all scrvices provided under this Task Order shall not exceed one million, two-hundred thousand, seven-hundred and fifty-two ($1,299,752) ("Cost Ceiling").
SECTION 4 - TIME OF PERFORMANCE
The services described in SECTION 2 of this Task Order shall be completed by March 1, 2026 or as extended in writing by the City Manager.
SECTION 5 - ITEMS AND CONDITIONS
All terms and conditions contained in the MASTER AGREEMENT are incorporated by reference and remain in full force and effect.
Approved this 2nd day of May, 2024.
[Signatures on Next Page]
CITY OF PACIFICA
By:_ Date_
Kevin Woodhouse, City Manager
Approved As To Form
By:
Michelle Marchetta Kenyon, City Attorney
CONSULTANT
Tanner Pacific Incorporated
05/06/24
Date
William Tanner, President
ATTACHMENT "A"
SCOPE OF SERVICES
TANNER
PACIFIC
April 24, 2024
City of Pacifica
Request for Proposals
Lower Linda Mar Rehabilitation
and Repair Project (C044)
TANNER
PACIFIC
April 24, 2024
Daniel Patten, PE, Project Manager
City of Pacifica, Public Works Department
700 Pacific Coast Highway, Pacifica, CA 94044
Proposal: RFP for Lower Linda Mar Rehabilitation and Repair Project (C044) Construction Management Services Dear Mr. Patten,
Tanner Pacific is excited to be considered for providing construction management services for the Lower Linda Mar Rehabilitation and Repair Project, and more importantly, we Company Name
look forward to working with you. We specialize in construction management services Tanner Pacific, Inc. from constructability review and front-end specification development to full construction administration and inspection with a focus on public works infrastructure projects. Our Client Contact First and Project Focused approach will provide the City with a construction management Jonathan Tristao, PE, Assoc. DBIA team that is forward-thinking and skilled at prioritizing stakeholders' concerns. Construction Manager Tanner Pacific has worked on more than 100 miles of high visibility pipeline projects in public [email protected] (209) 277-0483
right of way. Jonathan Tristao, our proposed Construction Manager, supported by Mike Jaeger, Technical Advisor, will bring lessons learned from their construction management Address leadership on projects for cities and water and wastewater districts across Northern CA. Our 274 Redwood Shores Parkway talented team brings decades of experience in pipeline construction management using the Suite 607 same materials, methods of construction and collaboration with multiple stakeholders. Redwood City, CA We are familiar with details unique to your project and our proposal will demonstrate our 94065 experience addressing the challenges of pipeline construction and minimizing impact to Proposal Materials/Enclosures
property owners and stakeholders along the alignment. Our proposal presents the following Cover Letter benefits to the City of Pacifica: Section 1 - Project
• Pipeline Construction Management Expertise - Our team, led by Jonathan Tristao, Understanding and Approach PE, Assoc. DBIA, will look ahead for any situation his experience indicates has the Section 2 - Detailed potential to impact project schedule. Our team has spent many years managing similar Scope of Work projects and understand the complications that arise when decisions are not made Section 3 - Project Team quickly to keep the crews and equipment moving, safely and efficiently. We have tools in Section 4 - Related Experience place to be organized from day one of NTP through final completion and keep our focus Section 5 - Consultant weeks and months ahead of the current work to identify, address and mitigate potential Agreement and Insurance Section 6 - Estimate of Hours
issues before they become a problem.
Appendix - Resumes
• Best Practices in Complex Project Delivery - The TPI team has a track record of successful delivery of complex, multi-million dollar infrastructure projects in public Addenda right-of-way. Our Construction Manager, Jonathan Tristao, will bring lessons learned Acknowledge receipt of:
from delivering the signature $72M City of Foster City Levee Improvements Project Addendum No. 1, April 3, 2024 paired with Technical Advisor, Michael Jaeger's lessons learned from managing the Addendum No. 2, April 8, 2024 $68M PV Water College Lake project that includes 6.8 miles of pipeline. Their combined Addendum No. 5, April 16, 2024 experience addressing project challenges similar to challenges identified in the Lower Issued in error, disregard:
Linda Mar Rehabilitation and Repair Project - Traffic control, staging and laydown, Addendum No. 3, April 10, 2024 schools and businesses, protecting pavement condition, water mains, geotechnical Addendum No. 4, April 10, 2024 information, public outreach, private lateral replacement, and tree damage protection.
TANNER PACIFIC, INC. 274 REDWOOD SHORES PARKWAY, SUITE 607, REDWOOD CITY, CA 94065 = 650-585-4484 = WWW.TANNERPACIFIC.COM TANNER
PACIFIC
• Solutions Oriented Project Approach - We understand construction in a neighborhood will bring inconvenience to the community. Jonathan Tristao and his team will prioritize community engagement, communication, and apply proven solutions to ensure a safe and successful project. He brings valuable lessons learned from community engagement on the highly controversial City of Foster City Levee Improvements Project. This experience will enable the team to collaborate with the City of Pacifica and its key stakeholders to ensure a positive public outcome.
We look forward to the opportunity to work with the City of Pacifica. We are confident our experienced staff, project examples, and client references will provide you with the information you need to confirm that Tanner Pacific is the right fit for the City of Pacifica.
Tanner Pacific has examined all the information in the Request for Proposal. We are committed to this proposal and agree it shall be binding for a period of 120 days from submission. Please direct all correspondence and communications to Jonathan Tristao during the consultant selection process. William Tanner will serve at Tanner Pacific's representative with authority to contractually bind the firm. Tanner Pacific has examined the City's standard agreement "professional services agreement" enclosed and accepts it without changes.
Sincerely,
Fisher
William W. Tanner, PE - CEO Jonathan Tristao, PE, Assoc. DBIA - Project Manager [email protected], (650) 585-4484 [email protected], (209) 277-0483 We are dedicated to understanding the needs of our clients, delivering projects on time and on budget, and providing services with the highest level of quality and integrity • Our commitment to excellence drives results
• Your success is our yardstick
We lead, adapt, and deliver
TANNER PACIFIC, INC. - 274 REDWOOD SHORES PARKWAY, SUITE 607, REDWOOD CITY, CA 94065 - 650-585-4484 - WWW.TANNERPACIFIC.COM Understanding and Approach Section 1 Project
1 Section
Project Understanding
and Approach
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C041) // Construction Management Services Section 1 - Project Understanding and Approach
Project Understanding The project will include bypass pumping, The Lower Linda Mar Rehabilitation and temporary shoring/bracing and slope As a trusted partner protections, dewatering, water pollution TPI is the single Repair Project is a capital improvement control measures/protections, traffic
source of PM/CM project intended to reduce infiltration/ control measures for vehicles, cyclists support services for inflow (l&I) and improve the resilience of the and pedestrians, site restoration (planting/
sanitary sewer collection system throughout
Foster City's $72M landscaping, hardscape, AC, etc.), and Levee Improvements the Lower Linda Mar neighborhood in the coordination with the public and City staff.
Project - TPI City of Pacifica (City). This critical project, the largest collection system project undertaken Challenges this project faces will include:
concurrently provides
by the Cily in years, dims to replace roughly Community Outreach and Public similar services to
between 3.4 and 5.4 miles of sewer mainlines Relations
other public agencies
with CIPs of over between the base bid and additive bid items, This project runs through very quiet,
ultimately dependent upon the winning
$800M. TPI offers a residential neighborhood areas. The noise contractor's bid and available funding.
range of CM services: and disturbance provided by a pipeline from constructability The project will replace aging sanitary sewer project such as this will be a shock to many review and front- mains with new 8-inch to 16-inch HDPE pipe members of the community, despite the best end specification via pipe bursting and 8-inch to 12-inch pipe efforts of the project team's outreach ahead development to via open trench methods. The project will of time. Tanner Pacific staff are well-versed in also include reconnection of sewer laterals, taking the technical information that develops full construction
existing manhole connections, modifications, out of a project work plan and distilling administration and
and rehabilitation; and new manhole it down into concise and manageable inspection. construction; and lamp hole replacement.
information for public consumption. Our
Additionally, this project includes provisions staff have experience communicating with which allow for the contractor to replace residents and stakeholders and participating private sewer laterals under separate in community outreach meetings, if desired.
This project takes place primarily in contracts with private property owners. Additionally, Tanner Pacific understands the quiet, residential neighborhoods with
steep, winding roads similar to the
section of Crespi Dr. pictured below.
Proposal // April 2024
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C041) // Construction Management Services importance of documentation. Our staff will The Private Lateral Replacement program take detailed pre- and post-construction as part of this project will also add a slight We take the records to ensure items damaged during layer of complexity, as there will be more the course of the work are repaired. As an engagement by residents who participate extra step in example, several segments of this project in this program. While the contractor is representing include roadways with pavement that's in responsible for managing that scope and fairly good condition. Damage to roadways payment outside the bounds of the City's ourselves as a that are in otherwise good condition can be contract, it will undoubtedly have effects on member of the very upsetting to residents. Tanner Pacific the work that will need to be tracked. field staff will work with the contractor to On the Sanitary Sewer and Water community as minimize disruption to the maximum extent
Rehabilitation Project for the City of Belmont
a CM service possible, while documenting the progress
and Mid-Peninsula Water District, multiple
provider each step along the way. private residents contracted with the City's contractor directly to have private laterals
For the Basin A project in San Mateo,
replaced, including the emergency repair
restoration work in easements and
of a sewer lateral previously identified as
private property was paid from an
abandoned. Tanner Pacific staff noted and
allowance bid item. TPI staff meticulously
documented each instance as the project
tracked the work and communicated
progressed with no negative impacts to the
with all parties to ensure the residents
City's contract.
were satisfied with the restoration and
As an extreme example, Tanner Pacific
the payment amounts were fair to the
staff on the College Lake Pipeline project
City and contractor. This reduced public
for the Pajaro Valley Water Management
relations efforts on the City's end by not
Agency recently assisted with coordination
having upset residents. between private growers/farmers along the pipeline alignment for a trunk water
Tanner Pacific has established relationships
pipeline including specific requirements
Detailed traffic control plans to with firms that specialize in high-tech pre- for various farming certifications. This address staging and line-of-sight construction and post-construction condition required understanding of the business' constraints along with proactive assessment, and that resource can be made considerations/concerns, the contractor's
communication with neighbors will available for this project if the City sees fit. be essential to the success of pipe requirements, and ongoing operations. bursting operations in the Lower
Linda Mar neighborhood.
Proposal // April 2024
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C041) // Construction Management Services The Tanner Pacific team have extensive For the City of San Mateo Basin A project, experience coordinating with residents TPI staff assisted the City early on with and contractors for lateral replacements site-specific traffic control plans to on sewer replacement projects for ensure everyone was on the same page the Cities of Belmont, San Mateo, for fusing/laydown area, transport to Burlingame, and San Carlos: This insertion pits, and related traffic control includes coordinating with residents for plans were relevant and coordinated. access, locating cleanouts and laterals, This included work in neighborhoods on and replacement via open trench and windy, steep roadways similar to Lower pipe bursting methods. Linda Mar neighborhoods.
Traffic Control Tanner Pacific staff have extensive
This project includes several highly traveled, experience working in public right of way steep and windy roads. In some cases, along for similar work for the Cities of Belmont, Crespi drive in particular, there are also San Mateo, Burlingame, and San Carlos, and businesses and schools in close proximity will bring that expertise to bear for the City to the work area. Furthermore, the pipeline during traffic control plan reviews, contractor Pipeline installation via pipe alignments meander across the roadway in work plan reviews, bypass pumping plans, bursting utilizing a static cable and certain locations, such as the S-shaped curve winch setup. This requires safety along Barcelona Avenue near Granada Drive. Stakeholder Coordination considerations for cable failure and
This makes work area closures much more There are numerous SamTrans bus stops pipe layout.
challenging and increases safety concerns, along the work zone route that will also especially when combined with line-of-sight require coordination and consideration, such challenges provided by curves and inclines. as stop relocation/closure and maneuverability Lane width and clearance considerations for of the buses. Tanner Pacific staff have public buses will also need to be taken into successfully coordinated with SamTrans on consideration along many of the work zone
Maintaining safe access and several projects. Most recently, Tanner Pacific open lines of communication are routes for this project. staff assisted on coordination with SamTrans key to minimizing the impact of during the Foster City Levee Improvements construction traffic to sensitive
receptors, such as Cabrillo School, Project for a 2+ mile roadway restoration the Crespi Shopping Center, and
nearby Pacifica Community Center
CABRILLO
SCHOOL
Proposal // April 2024 7
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C041) // Construction Management Services scope. This required temporary closure of
several stops, a special route/flagging for For the Basin A project in San Mateo, several items of work on or near school
one bus due to maneuverability constraints,
and even an adjustment of the operation property were coordinated directly with work timing to minimize impacts to the bus Sunnybrae Elementary and St. Matthew routes as well as a nearby school. Jonathan Catholic School. The work was scheduled also coordinated with Caltrans and SamTrans to be performed during school breaks to on the El Camino Water Main Replacement minimize disruption to school operations. project for the City of Burlingame.
Pipe bursting in easements and This project also includes sewer replacement This project will require interfacing with work in close proximity to water mains owned neighborhoods sometimes involve
creative layout for successful several businesses and schools as well, such and operated by North Coast County Water installation, such as this small as Cabrillo School, several businesses within District (NCCWD). This will require close roadway in San Mateo the Crespi Shopping Center, and the Spindrift coordination between the City of Pacifica, School of Performing Arts to name a few. the project team, and NCCWD to ensure Schools in particular can pose challenges to standards for construction are followed on traffic control for projects such as this. On a both ends and minimize the potential for recent project in San Bruno, Tanner Pacific issues. NCCWD is a key partner for the City staff established a relationship with a liaison of Pacifica and it will be important to take for a school near the work zone where a measures to ensure that relationship is not pipeline was being replaced. The liaison was
damaged during the course of construction,
incorporated as needed into regular meetings so as not to hinder the progress of this and and provided updated information for traffic future critical infrastructure projects. Tanner control plans. This allowed the school to Pacific is currently working with NCCWD and communicate proactively with parents and has experience working on similar projects minimize confusion, frustration, and safety with multiple utility agencies. concerns with traffic around the school.
Coordination with SamTrans and
consideration for clearances, line-of-
sight, and pipeline alignment will be
critical for the success of this project
Proposal // April 2024 8
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C041) // Construction Management Services location Tanner Pacific staff have identified as
For example, on the Sanitary Sewer and
Water Rehabilitation Project for the City a potential staging area would be the shoulder along Crespi Dr. from De Solo Dr to Peralta
ę of Belmont and Mid-Peninsula Water
Rd. This location includes a wide shoulder
District, Jonathan served as construction and does not block any driveways, minimizing manager for a joint project between the impact to residents. This will also impact traffic agencies and successfully coordinaled control and work plans, as the pipe strings must the project to ensure both agencies' be transported from the laydown area to the needs on the project were met and the launching pits on installation day.
Utilizing a roadway median for pipe work completed. This included open cut Tanner Pacific staff have extensive experience
fusing in the City of San Mateo water and sewer and pipe bursted sewer with coordination of pipe bursting operations in
pipelines, often in parallel alignments on
neighborhoods and public right of way and will
the same roadway. Additionally, Tanner
bring those lessons learned to this critical project.
Pacific have coordinated with CalWater
Such as laying out and spacing intermittent fusing
for several projects with the Cities of San locations to line up with lateral pits in order to Carlos and San Mateo. reduce the pipe string lengths, thereby reducing potential impact of work area closures on the
Staging and Laydown Areas
neighbors.
While securing adequate staging area is On the Ralston Sewer Main Rehabilitation Phase understood to be the responsibility of the project Il Project for the City of Belmont, Tanner Pacific contractor, in our experience, assisting with this staff assisted with coordinating the work plans effort can be a great benefit to the project and and staging for the installation of over 1,700 neighbors. Pipe bursting projects require space LF of sewer pipelines along the busy corridor to stage and fuse the pipe strings together of Ralston Avenue using Horizontal Directional ahead of the bursting operation. If not watched Drilling (HDD) and pipe reaming methods, which carefully, this can result in major disruptions to both include the same pipe fusing and staging Identifying suitable staging and the community. requirements as pipe bursting. laydown areas are an essential piece Tanner Pacific staff will work with the City and of the pipe bursting puzzle. This helps
project contractor to identify the best areas
minimize impacts to neighbors and
informs the traffic control and work onsite for staging and laydown. One such plans. Areas such as the location
below on Barcelona Dr. are great
candidates for staging and fusing.
Proposal // April 2024
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C044) // Construction Management Services ahead project work. Tanner Pacific also
For the City of San Mateo Basin A project,
collaborated with these same agencies to
the project included over 500 pipeline
ensure timely disconnection and reconnection
repairs and more than 10,000 LF of pipeline of a critical gas line and for work in close replacement in public ROW and backyard proximity to a fiber-optic communication line. easements over a roughly 5-mile radius
across town. This project included one On the Basin A project for the City of San central staging area. TPI staff assisted the Mateo, TPI staff successfully managed City early on with site-specific traffic control the installation of over 10,000 LF of pipe Early review of pre-installation plans to ensure everyone was on the same and over 500 point repairs both in public CCTV can provide additional time to page for fusing/laydown area, transport to ROW and backyard easements. This identify necessary repairs and avoid insertion pits, and related traffic control plans work required coordination with both
stalling bursting operations. were relevant and coordinated.
PG&E for work around utility poles as
well as CalWater coordination for water
Utility Conflicts line crossings.
As with all pipeline projects, underground
conditions are notoriously difficult to manage This project also includes work near Asbestos and can become problematic quickly if Cement (AC) pipe, particularly pipe bursting, not properly managed. Early evaluation of which can be challenging. AC pipe joints are potential contlicts, close coordination with the infamous for their instability when the adjacent design engineer, and open communication bedding has been disturbed. The pipe with 3rd party utility companies is critical to material can become soft if degraded and successfully navigating these challenges. the material itself requires special provision Tanner Pacific staff have extensive experience in order to handle it safely. Tanner Pacific coordinating with 3rd party utility companies staff will work with the City and contractor such as AT&T, Comcast, PG&E, NCCWD, to proactively communicate with NCCWD CalWater, and others. On the Foster City to ensure provisions for work around their Early identification of potential Levee Improvements project, Tanner Pacific AC water lines are followed. We will work to utility conflicts and a thorough statt successtully coordinated with Ald, identify these potential areas of concern and understanding of the requirements Comcast, and PG&E tor utility relocations document contingency plans ahead of the for work in the vicinity are key. TPI
staff have experience coordinating
with 3rd party water operators,
PG&E, and others.
Proposal // April 2024 10
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C041) // Construction Management Services work to ensure the project team is on the One example of this approach that is same page if an issue were to arise. This is particularly relevant to this project is related the same approach Tanner Pacific takes to to pipeline repairs. The contract documents address unknown, subsurface conditions for this project require a pre-installation CCTV Change Management inspection to identify excessive sags in the existing pipe, the repair of which would be
When pipe bursting, changing ground paid from an existing bid item. It has been conditions and unknowns can wreak havoc
our experience that these point repairs may
on crew productivity and the bursting also be required at significant joint offsets Pipeline installation on steep grades process. On a fast-paced project with little along the pipeline.
has unique challenges, such as geotechnical information available, this can the potential of trucks tipping over be a repetitive challenge to the project team. TPI will encourage the contractor to perform while dumping loads on an incline. The Tanner Pacific team will be well-versed these video inspections as early as possible TPI staff have experience with on the information available and the contract to allow the project team time to review similar work, such as the pipeline and evaluate. Because the number of these provisions required. Additionally, our team
installation above in the City of repairs will be unknown, it's crucial they be Belmont. will work to proactively address and plan for
a "what-if" scenario of a latent, subsurface forecast and tracked from both a schedule condition. Tanner Pacitic also has established and cost perspective. The Basin A project relationships with specialty firms that we can for the City of San Mateo is a great recent bring in to assist with these situations, as example of how the TP! team will manage this needed and requested by the City. challenge for the City of Pacifica. This project included over 500 pipeline repairs as part
Such as was done on the Levee of the Work, and the project bid schedule Improvements Project for the City of included payment for items broken down by Foster City. TPI brought in a specialty length, depth, type, and location (roadway vs geotechnical subconsultant to provide easement) each with a different bid price. TPI an independent opinion on several soil staff began proactively managing this starting remediation situations. This proactive with the early review of the contractor's CCTV Proactive tracking of quantities and approach will minimize disruptions to the footage, to confirm the number of lateral diligent documentation are key connections, and forecasting changes in price to change management. TPI staff community, maximize crew productivity, due to differing lateral numbers. Through
implement a proactive, project- and reduce any negative cost or diligent tracking and communication the
first approach with strong client- schedule impacts to the project.
TPI team forecasted cost exposure to the
advocacy toward managing changes
on projects.
Proposal // April 2024 11
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C041) // Construction Management Services contract based on changes observed in the For the Basin A project for the City of field, ahead of receiving a formal change
San Mateo, TPI staff assisted the City
order request from the contractor.
with revising the project Specifications
Arborist Coordination
to provide additional tree protection
This project will include sewer main language, coordinated with the project replacement along easements that contain arborist on a regular basis, and the trees and resident property, such as from project team even re-routed several SSMH LLG5 - SSMT LLG4 between Alta sewer laterals in backyard easements to TPI staff have coordinated on several Vista Dr. And Cordova Dr, and SSMH LLD24 better protect existing trees. projects with arborists for sewer to SSMH LLF4 between Serena Dr and pipeline installation near trees, such Crespi Dr. Segments like these, along with Tanner Pacific, Inc. Utilies a collaborative, as the above installation in the City any associated with the Private Lateral project-first approach when it comes to of San Mateo.
Replacement, as noted in the contract managing construction projects. Regardless documents, will require an additional layer of size, scope, or technical complexity, every of coordination and care to comply with the single construction project has its nuances City's Tree Preservation ordinance 884-C.S. and personality. Tanner Pacific brings Tanner Pacific staff have experience working experienced staff with varied backgrounds with arborists and contractors on similar that will bring their problem solving and sewer easement replacements. The Sewer competence to bear for the City in order to Easement Rehabilitation Project for the shepherd this essential infrastructure project City of Belmont included pre-construction to a successful completion. coordination with the City's Arborist to
produce a detailed report on the trees in
the project area, regular coordination for
protections during construction, and feasibility
review in conjunction with the arborist for
This project's Private Latera various construction methods or options to Replacement program will require minimize tree damage.
close monitoring of the number of
participants and increased change
management practices with tracking.
TPI staff are also well versed in public
outreach and communication related
to private lateral replacements.
Proposal // April 2024 12
TANNER
PACIFIC Cły of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C044) // Construction ManagementServices Project Key Challenges
Lower Linda Mar Rehabilitation and Repair Project
Title Challenge reature Beneft Proof
1 Traffic Control • Highly traveled road • Assist City with review of traffic control plans • Increase safety • City of Belmont Projects - Pipe alignments crossed traffic lanes. Pipe staging and fusing setup in • Winding and steep • Enforce use of traffic control plans • Efficency of work roadway median to reduce traffic impacts. • Public transit route with bus stops, clearance • Assist with outreach and communication with • Mininized public disruption • Foster City Levee Project - coordinated with SamTrans for bus stop closure, provided special escort • Pipeline alignments wander across roadway SamTrans • Mitiçate negative publicperception for bus to assist with maneuverability. lanes • Review work plars and identify opportunities • San Mateo Basin A - over 500 point repairs across a roughly 5-mile radius across the City, including within staging and laydown to minimize impacts work in public roacways and backyard easements. with community • PV Water College Lake Pipeline - pipeline construction hrough narrow roadways, along Caltrans • City of Burlingame El Camino Real Water Main Replacement, Sanchez Ave Sewer Rehab Program, Easton Addition - coordinated with SamTrans for bus stop closure, coordinated with Caltrans for encroaching permits, traffic control plan in ROW (Jonathan Tristao performed whle with another firm) 2 Staging and • Pipe bursting fusing space requirements • Work to identify potential staging areas • Increase satety • City of Belmont Projects - HDPE pipe installation in busy thoroughfares and backyard easements.
Laydown • Work plans for pipe transport • Work with contractor to coordinate icentifies • Efficency of work Communicated with neighbors and timed pipe install to reduce public impact. • Impacting neighborhood staging areas • Mininized public disruption • San Mateo Basin A - more than 10,000 LF of pipeline replacement via pipe bursting across town. • Review work plars to evaluate impacts in • Mitigate negative public perception Required staging/fusing in easements and roadway medians. moving the pipe strings into place
3 Schools and • Traffic and construction impacts • Assist City with community outreach • Increase safety • City of San Bruno Crestmoor & Lomita Pump Station and Pipeline - Estabished liaison with Businesses • School traffic, pickup/crop off times • Identify school liason • Mininized public disruption school, held reqular special meeting to review upcoming taffic impacts. • Access during construction • Evaluate pickup/crop off patterns/timing • Miticate negative public perception • City of Burlingame Easton Addition Sewer Rehabilitation - Coordinated wth contractor to time • Take measures te ensure access durng • Mitigate community chalenges to City pipe bursting instalations so as to min mize drop off/pick up impacts to adjacent elementary school. construction whee safe Also worked to conmunicate and ensure passable routes for ambulances traveling to nearby hospital. (Jonathan Iristao performed while with another firm). 4 Protecting • Asbestos pipes (hazardous materials/unstable • Proactively coordinate with NCCWD to keep • NCCWD Everglades Loop Project - TPl currently providing inspection services on NCCWD project.
Pavement • City of Belmont/Mid-Peninsula Water District Sanitary Sewer and Water Rehabilitation Project Condition • Coordination with North Coast County Water • Communicate with contractor and review • Mairtain agency relationships NCCWD and City - Joint project between City and MPWD included both sewer and water main work under same contingency plans for working around asbestos contrad. TPI staff coordinated with both agencies successfully, including work requirements around • Mitigate hazardous materials handling by safely AC water mains, varying pipe backfill/tedding details, and multiple points of contact. • Ensure proper details and care are followed for • San Mateo Basin A - TPI coordinated with CalWater and G&E for utility work: around sewer main 5 Water Mains • Asbestos pipes (hazardous materials/unstable • Proactively coordinate with NCCWD to keep • Mininize risk of water main bursts • NCCWD Everglades Loop Project - TPI currently providing inspection services on NCCWD proiect. • Increase safety • City of Belmont/Mid-Peninsula Water District Sanitary Sewer and Water Rehabilitation Project • Coordination with North Coast County Water • Communicate with contractor and review • Mairtain agency relationships NCCWD and City - Joint project between City and MPWD included both sewer and water main work under same contingency plans for working around asbestos of Pacifica contract. TPI staff coordinated with both agencies successfully, including work requirements around pipe • Miticate hazardous materials handling by safely AC water mains, varying pipe backfill/bedding details, and multiple points of contact. • Ensure proper details and care are followed for working around asbestos pipes • San Mateo Basin A - TPI coordinated with CalWater and "G&E for utility worl: around sewer main various ppe types
Proposal I/ Apri 2024
TANNER
PACIFIC Cły of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C044) // Construction ManagementServices Project Key Challenges
Lower Linda Mar Rehabilitation and Repair Project
Title Challenge Feature Beneft Proof
6 Lack of • Administerin Scs due to sol • Proactively discuss with contractor contingency • Mininized costs and scredule impacts • Foster City Levee project - sheet pile driving operation encountered numerous DSCS, TPI staff Geotechnical plan for undergrcund unknowns and evaluate • Increased work efficiency worked with contractor and designer to layout a work plar to minimize downtme and standby costs. opportun ties for efficiency • City of Belmont/Mid-Peninsula Water District Sanitary Sewer and Water Rehabilitation Information
Project - Joint preject between City and MPWD encountered various unknown buried conflicts.
Project included pressurized water and gravity sewer mains, requiring differert methods for conflict avoidance.
7 Public • Residents • Participate with City staff in communiy • Increase safety for public • City of San Bruno Crestmoor & Lomita Project - construction near school, established a contact Outreach i • Schools meetings • Increase safety for workers with the school and communicated with them on a weekly basis. • Businesses • Proactively communicate with residents and • Mininize negative public perception • City of Belmont Projects - Sewer Easement rehabilitation included pipe bursting in easement neighbors • Minimize City PR team level of effort backyards. TPI staf coordinated with residents and contractor directly to ensure access was provded • Establish communication with Cabrillo school and proper care/cleanup occurred. and Crespi shopping center • San Mateo Basin A project required documentation of city and contractor notices for work, plus additional commurication onsite with TPI inspection staff and residents as work progressed. • Foster City Levee project - TPI staff participated in live community meetings to address public concerns/questions related to construction.
8 Private Lateral - Cretactor clamoration with residents • Proactively communicate with contractor to • Reduced infiltration and inflow from private • City of Belmont Projects - several residents negotiated with contractor privately to replace laterals Replacement tack private lateral replacements systems during project construction with little to no impact to project schedule. TPI proactively tracked the • Evaluate ime and schedule impacts through • Encouragement to residents of the value of work to document any potential impads as it progressed. monthly updates and forecasting replacement • San Mateo Basin A - project involvec sewer line repairs n backyards, including laterals and • City of Burlingame Sanchez Ave Sewer Rehab Program, Easton Addition - several residents negotiated with contractor privately to replace laterals dung project construction with little to no impact to project schedule (Jonathan Tristao performed while with another firm). 9 Tree Damage • Working with both Cityand Contractor arborists • Establish lines of communication witt arborists • City of Belmont Projects - Sewer easement replacement required City arborist onsite. TPI • Negative public perception if trees damaged • Familiarize with City's ordinance requirements Mitication of public outoy to tree damage coordinated for site visits and protections during constructon, as well as reconstruction site visits for • Liability/risk associated with tree damage • Contractor clear understanding of requirements • San Mateo Basin A - TPI assisted with revision to specifications to incorporate more protections. coordinated regularly with project arborist during construction, including working to reroute several • Mitication of risk to schedule impacts and ty private laterals to better protect existira trees.
Proposal I/ Apri 2024
Proposal // Apri 2024
compliance with requirements shopping center folowed for various pipe types construction where safe community document/enforce forecasting Cabrillo school and Crespi proper details and care are nonsure access during the pipe strings into place to minimize impacts vith ordinance requirements, through monthly updates and establish communication with around asbestos pipe, ensure scanning" service timing, take measures evaluate impacts in moving within staging and la/down familiarize with City's time and schedule impacts with residents and neighbors. opportunities for efficiency contingency plans for working contractor, propose road pickup/drooff patterns/ areas, review work plans to and identify opportunities communication with arborists. replacements, evalate proactively communicate with contractor and review communication with school liaison, evaluate coordinate/identify staging Sam Trans, review work plans inknowns and evaluate l
Solution - Establish lines of to tack private lateral staff in community meetings. plan for underground keep informed, communicate documentation, proactive community outreach, identify work with contractor to with communication with potential tree damage communicate with contractor Solution - Participate with City with contractor contingenc coordinate with NCCWD to and post construction Solution -Assist City with potential staging areas, traffic control plans, assist liability associated with Solution - Proactively negative perception Solution - Proactively discuss Sdution - Proactively Solution - Diligent pre integratec into work plan Solution - Work to identify Solution - Enforce use of public concerns and City proactively monitored minimize disruption and project progress District is critical costs to City construction must be impacts to neighborhood pipeline alignment communication to mitigate impacts must be will increase safety and decisions to maintain North Coast County Water to neighbors and undue and safe access during workplans for controlling school traffic; and shifting tree protection, and residents, schedule proactive public outreach will require quick near, coordination with damage to reduce irritation school and business traffic and transport requires & bus stops; residential & project arborists, proactive communication with schools and businesses, differing site conditions typically unstable to work protected from excessive and constuction impacts, fusing, pipe installation roads; public transt routes close coordination with increased collaboration/ neighborhoods with to ground conditions, hazardous material and needs to be quantified and are sensitive to traffic space for safe staging and traveled, winding, steep Work in easements require Program will require Work zone includes quiet Pipe busting is susceptitle Asbestos pipelines are Existing pavement condition Schools and businesses Pipe bursting requires Alignment includes highly Protection Replacemen: Information
Tree Damage Private Lateral Public Lack of Geotechnical Protecting Pavement Schools and Traffic Thank you!
Block Gate
Do Not
Please
Key Issues Map // Lower Linda Mar Rehabilitation and Repair Project 2 Section 2
Detailed Scope of Work
Section
Detailed
Scope of Work
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C041) // Construction Management Services Section 2 - Detailed Scope of Work
The Lower Linda Mar Rehabilitation and will provide the City with a construction Repair Project will provide the City of Pacifica management team that is focused first and TPI will support the and its residents with a more robust collection foremost on what is in the best interest of City by veritying system while reducing the amount of the project. Through collaboration and daily that the bidder has infiltration/inflow that reaches the treatment communication with team members, we legally met all the plant downstream. This critical project will continually manage the needs of the project requirements of the require a cohesive, integrated project team. and take actions to keep construction on bid process and thai That is the foundation on which the Tanner schedule and within budget for a successful the low bidder can Pacific (TPI) team has built our approach. By project. Our team understands that each be recommended implementing a construction management utility rehabilitation and civic construction to proceed with approach built on collaboration, partnering, project faces unique and site-specific being awarded the communication, and strong client advocacy, challenges. TPI staff are experienced in we are confident that the TPl team can managing the needs of a project by providing project. This includes
performing a achieve that high degree of team cohesion design constructability support early in the mathematical check that will lead to a project the City, its process, creating accurate schedules, utilizing residents, and stakeholders can be proud of. current industry software, managing change of the bid amounts
Below is the delineation of the 5 subtasks the orders effectively, and documenting the and confirming City has requested be addressed in this RFP: project every step of the way. that all bonds are
properly signed and Task 1 - Construction Partnering Approach notarized. Management and TPI employs a partnering approach during the planning and construction of projects. At
Inspection Services the beginning of a project, our staff works At TPI, we approach every project by taking to build a project team (including the owner, The Lower Linda Mar neighborhood
the time to understand each stakeholder's design engineer, contractor, and project in the City of Pacifica is a quiet, specific interests and concerns and stakeholders) to enable a collaborative
winding neighborhood with multiple
schools and businesses. This large developing a cohesive team that can resolve environment and to create a framework to capital improvement project for the issues quickly. Our Project First approach gulde each team member to stay focused on City will be instrumental in upgrading
the infrastructure for years to come.
Proposal // April 2024 17
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C041) // Construction Management Services a common set of goals that lead to project an agenda defining project participant roles success. Our approach incorporates the and responsibilities; identifying key issues; talents of all parties involved to help identity detining all project administration and and resolve the toughest construction reporting procedures including submittal and issues. As part of our CM services, we work RFI processing, scheduling, change orders, collaboratively with each team member progress payments, contractor responsibility to identify alternatives to resolve specific for safety, traffic control, and minimizing risks, assist in creating mitigation plans, and community impacts. Action items, status of make recommendations regarding the best various topics will be captured and distributed Pipe bursting sewer main installation alternative for the project. Our staff assist the as a Record of Discussion following this, in the median in the City of San Mateo project team with setting goals, resolving and all necessary meetings. Jonathan challenges, and improving project outcomes. and David will look to the City for input on We help the project team to increase project relevant attendees and meeting location, value, reduce disputes and claims, and communication and format preferences, and improve project team communication by review of the initial agenda for any potential developing mutually agreed upon goals and input ahead of the meeting. monitoring the achievement of these goals Subtask 1.2 - Project Management for the duration of the project. and Construction Contract Regarding the City's level of effort and Administration participation, Tanner Pacific is extremely This task encompasses a wide range of flexible and willing to adjust to the City's daily duties which can be somewhat difficult desired level of involvement. Tanner Pacific to capture but, as anyone who has worked will strive to provide deliverables and on a construction project will tell you, are communication to the level and format crucial to project success. TPI staff will desired by the City, and adjust accordingly to serve as the first point of contact and the best suit the City's needs. "eyes and ears" for the City for this project Subtask 1.1 - Conduct a Pre- and will keep City staff abreast of what is Construction Meeting happening with the project at all times. TP TPI staff will work with City staff to plan, will conduct weekly progress meetings including agendas and minutes; provide initial
Tanner Pacific Inc. staff are hands- coordinate, and conduct a comprehensive review of all submittals, REls, schedules,
on and specialize in proactive preconstruction meeting. TPI will develop communication, both internally and work plans, monthly pay applications, and throughout our project teams.
ANNER
PACIFIE
Proposal // April 2024 18
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C041) // Construction Management Services any other project information. This includes and the College Lake Water Supply Pipeline coordinating with design engineers, labor/ project for Pajaro Valley Water Management funding compliance consultants, City staff, Agency; Tanner Pacitic will proactively and residents as appropriate. Documentation highlight crucial elements to project success. is key to any construction project and will be For example, early pre-installation CCTV a major component of this scope of work. review and preconstruction potholing allows Tanner Pacific staff have experience utilizing more time for the project team to evaluate a variety of digital, web-based construction changes that may be necessary to avoid utility management information system (CMIS) conflicts, coordinate 3rd party utility standby, Pipe bursting comes in a few tools including in-house expertise to manage or identify necessary point repairs. Including different variations. One method is connectivity, if necessary. these items in the schedule is a common item using a pneumatic bursting head,
David, Daniel and Jonathan worked together missed, that will be addressed early on during pictured above. TPI oversaw the
use of this method in the backyard seamlessly on the Foster City Levee the pre-construction meeting. easement above in the City of Improvements project team and successfully Subtask 1.3 - Change Order Belmont. Management
managed the over 50,000 documents
generated as part of that project. As part of Changes on projects occur for many reasons this task, TPI staff will work with the City to set and it is important to manage their impacts up the project protocols for communication, properly. Our teams are experts in effectively authority limits, naming and filing, and all other analyzing potential changes and tracking pertinent contract administration functions. TPI that exposure. They will provide each project will request input from the City on preferences team with the necessary information to for communication, authority levels, and points successfully identify, document, and track of contact for the various documents that will cost and schedule related impacts and require to be processed as part of the project resolve these changes fairly and amicably (RFls, progress payments, reports). for all parties. Additionally, this cost exposure Utilizing the TPI team's experience managing information and tracking is key to allowing City similar projects in the Cities of Belmont, San staff to make informed decisions on projects.
Tanner Pacific Inc. staff have Mateo, San Carlos, Burlingame, and drawing TPI provides City staff with regular reports extensive experience with pipe on the status of the budget, contingency from the lessons learned and best practices
installations, including HDPE fusion
managing large, complex projects such as the and the project's cost exposure, allowing welding, bursting, and associated
testing (deflection and pressure Levee Improvements Project for Foster Cily the owner to make informed decisions in testing), as well as manhole and
coating testing for sewer projects.
Proposal // April 2024 19
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C041) // Construction Management Services a timely manner. When changes do occur, allowance for backyard easement restoration we move swiftly to assess the situation and work. The Work has led to 23 change provide the necessary direction to keep the orders, each comprised of several individual project moving. It is imperative that the work changes, all of which has been thoroughly continues, while the team takes the necessary tracked and managed by the TP! team. time to review the issue in sufficient detail In preparation for discussions with the to arrive at an informed decision. Continuing contractor, TPI will review the contract with construction does not mean agreement documents, and perform various forensic on issue merit or responsibility. We work with evaluations of the issue, including time TPl are a hands-on CM team and the contractor to evaluate and document the impact analysis, and a cost estimate of the
everything starts in the field. Field issue for continued analysis and discussion meetings to discuss work plans and contractor's actual level of effort using both without further complicating the situation internal cost data and industry accepted potential concerns, such as the one
with unnecessary work stoppages. Jonathan
pictured above, are common and a publications such as RS Means. Negotiations best practice for TPI projects. and Daniel executed a similar approach for with the contractor take place from a well- multiple pipe bursting sewer installation informed position. It has been our experience projects for the City of Belmont, proactively that this approach maintains the working managing and forecasting exposure while relationship with the contractor and often maintaining field progress. results in a reasonable resolution of the For the City of San Mateo, the Basin A project issue. TPI strives to provide our clients with included over 500 pipeline repairs as part the information they need to assess project of the Work, and the project bid schedule progress and enable timely decision making. included payment for items broken down by Subtask 1.4 - Field Inspection length, depth, type, and location (roadway
vs easement) each with a different bid price. As mentioned above, IPI staff will act as Through diligent tracking and communication the City's "eyes and ears" on this project. the TPI team forecasted cost exposure to Everything starts with the work itself in the contract based on changes observed the field. The TPI team will provide daily in the field, ahead of receiving a formal observation and monitoring of construction change order request from the contractor. progress and everything that goes along with HDPE pipe fusing and welding This project also included scope additions it. Pre- and post-construction documentation, staged inside a median along a busy for pavement restoration, and a bid item photographs, staging, adherence to roadway in Belmont. Access and contract documents. Measurements and safety of crews and the public is
paramount for these setups.
PG&E
Proposal // April 2024 20
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C041) // Construction Management Services tracking of quantities for pavement and TPI routinely uses various construction tracking purposes are also key and begin management sottware systems to manage with coordination in the field. This task will the vast amount of digital data and also include coordination with the project communication between designers, owners arborists), materials testing technicians/ and contractors. RFls, submittals, change labs, residents, City staff and inspectors. orders and the daily observation reports, We recognize there is a high likelihood photographs, and as built conditions are the contractor will utilize multiple crews quickly uploaded into the online system, to perform this work, which is why TPl has allowing accessibility of information to TPI staff will thoroughly review included additional representative inspectors all team members, resulting in timely the contract documents to who can provide additional inspection decisions. Additionally, by employing tablets ensure compliance with plans, coverage to this project as needed. in the field, TPI uses mobile technology to specifications, and details.
access recent changes and modifications,
Daniel, Jonathan and David have worked
together successfully on numerous projects update schedule information and manage coordinating multiple crews. The Foster City information related to daily inspections.
Levee Improvements project included more Our staff has a thorough understanding than 60 craft working in over 5 crews at a of the terms and conditions of a project's given time. Jonathan and his team all have contract and of the day-to-day events and experience working with pipeline crews issues. When circumstances or conditions excavating around trees and in coordinating differ from what is called for in the contract, with arborists. On the Belmont Sewer we can rely on thorough documentation Easements Project, Daniel coordinated of the project events as they occurred and regularly with the City's arborist and were captured. Clear documentation keeps documented protections for trees during a project moving, avoiding claims, and construction. allowing for successful issue resolution.
Similarly, on the Basin A project for the City David and Daniel recently worked together of San Mateo, Julio M. coordinated with the on a project that successfully documented project arborist on a regular basis to ensure and managed over 50 differing site Pipe bursting installation of a sewer conditions, without an ultimate delay protections were followed and that the
mainline along residential streets to the project. TPI will again look to the in San Mateo. Temporary traffic contractor knew what the expectations were reyarding the sewer repair work lakiny place. City to provide input on communication measures and public outreach are
critical to a successful bursting
operation.
IGER
wing area
Proposal // April 2024 21
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C044) // Construction Management Services • Punch List Myltems (0) Allitems (49) Recydie Bin (0) preferences and points of contact for various TPI will look to City staff to participate items, authority limits, etc. TPI staff will keep in the punch list walk and any close out City staff informed utilizing regular meetings, meetings and provide any copies of relevant Status reports, and regular communication, as documents sent directly to the City, such as Ready for Revier (s 129)
agreed upon with the City project manager. preliminary notices.
Weak Nowuro/(24,2990
Subtask 1.5 - Substantial and Final It is pivotal to a smooth close out process Initiated (16.3010
Completion Services for a project team to track and monitor close Sulk Actions y out items as the work progresses. The TPI TPI begins each project with the end in mind.
TP! staff will work with the relevant project model of contemporaneously tracking and 0, 15234M See Cana progressing close out items while managing stakeholders to analyze the specific needs
Vien the construction progress is a proven method
of each project as it relates to closeout,
Vien Closed that will deliver results for the City.
identify the tools available to the project
Vice Slowe Menances Closed
team to monitor and gather the needed data, Potential Value-Added Tasks:
Proactive management, establish responsibilities and communication Tanner Pacific has existing partnerships with
communication, and reporting are preferences amongst the project team, and key to a smooth punchlist execution. many other tirms, that can be leveraged to execute the plan with regular check ins to provide additional value and resources to the TPI staff will lead this effort for the
hold everyone accountable. These items City, if desired. Some, but not all, examples City of Pacifica.
include preliminary notices, waivers and
particularly relevant to this project include:
releases, record drawings/as-builts, labor
and funding compliance, warranty start/stop • Advanced pre & post construction matrix, etc. condition assessments
• Pavement condition surveys
TP! staff work to minimize punch list items by • Public Outreach (above typical CM proactively addressing corrective work items, support)
or preliminary punch list items, during the • Geotechnical expertise/support course of construction with the contractor.
That said, there will always be punch list
items, which TPI staff will coordinate and
Insertion of a pipe string along a compile in conjunction with the City, design busy roadway in the City of Belmont. engineer, and contractor. TPI staff will review Traffic control, pipe layout, and the and inspect the punch list work to ensure its allowable bend radius/deflection completed and signed off. are all factors that must be carefully
considered for a bursting operation.
Proposal // April 2024 22
3 Section
Project
Team Project Team Section 3
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C041) // Construction Management Services Section 3 - Project Team
Team Qualifications Construction Management Team
TPI has assembled an experienced and Our core local team will provide a TPI brings the right consistent, highly qualified presence on responsive team that achieves the right
balance of CM site. Our Construction Manager Jonathan
balance of CM skills, effective communication,
skills, effective technical expertise, and institutional Tristao, PE, Assoc. DBIA will be supported by communication, knowledge to successfully deliver your Resident Engineer David Tellefsen and an technical expertise, project, while mitigating risk and providing inspection staff led by Daniel Huebner, QSP. and institutional proactive cost and schedule control. Our TPI's proposed Construction Manager
knowledge to team members were chosen based on Jonathan Tristao has been responsible successfully deliver their direct experience in CM for pipeline for the delivery of 10 pipeline projects your project, while projects that have similar facilities, goals, and with construction values ranging from mitigating risk and challenges as the City, as well as their ability $1.2M-$44M including 5 projects utilizing providing proactive to collaborate with you, project designer, and pipe bursting with elements similar to the cost and schedule the selected contractor for the successful Lower Linda Mar Rehabilitation and Repair control. delivery of the Project. project.
BENEFITS TO THE CITY OF PACIFICA
• Leadership - Under Jonathan Tristao's • Stakeholder Engagement - Experience leadership, the City of Foster City's $72M in multi-agency coordination fostering a Levee Improvements project was delivered culture where every person on the project on time and on budget. He will bring the brings personal commitment to the success same leadership practice to meet the City of the project. of Pacifica's desired project outcomes.
• Public Outreach - Brings lessons learned
• Effective Project Management - Experts from delivering complex and high profile Proposed Construction Manager
in implementing industry best practices projects in complicated public right-of-ways Jonathan Tristao is a hands on and
and methodologies to ensure projects are and residential neighborhoods. Adept at engaged leader who is adept at under control from start to finish. recognizing and addressing public fatigue
stakeholder engagement and multi-
with project construction.
agency coordination
Proposal // April 2024 24
TANNER
DACIFIC City of Pacifica I Lower Lida Mar Rehabilitation and Repair Project (C044) // Construction Management Services Meet your CM Team Resumes located in the Appendix
JONATHAN TRISTAO, PE, Assoc. DBIA DAVID TELLEFSEN DANIEL HUEBNER, OSP City of Pacifica Construction Manager Project Engineer Inspector Daniel Patten, PE Since 2011, Jonathan has been For more than 17 years, David Daniel has over 10 years of Principal-in-Charge actively involved in the engineering industry has led and executed a broad range of experience working in the construction Armando Lopez, PE, CCM, PMP overseeing utlity and infrastructure projects engineering projects. As Project Engineer industry. His background includes public Technical Advisor Construction Manager 3 across the Bar Area. Over the course of David has provided project administrative works inspection and documentation for Michael Jaege: PE, QSD/P, DBIA Jonathan Tristao, PE, ASSOC. OBIA his career Jonathan has managed pipeline support: coordinating meetings, preparing pipeline, wastewater facility, and levee projects that include project elements similar reports, and maintaining construction projects. Daniel is experienced in overseeing Inspection Q Project Engineer
to the Lower Linda Mar Rehabilitation and documents. He has also assisted with daily construction activities, ensuring all Repair project, pipe bursting, private lateral budget tracking and ensuring compliance work is in accordance with the approved David Tellefsen Daniel Huebner, OSP connections, and public ROW. Recently with financial reporting requirements as plans and specifications and writing daily Jonathan and his team delivered the $72M well as providing technical support for reports documenting labor, equipment, Specialized Subconsultant Services Additional Available Inspection Staff Foster City Levee Improvements Project on scheduling, contract payments, and daily and materials. Daniel is skilled at working Labor Compliance Materials Testing Julio Murga Dave Lucas, ACI, NACE, API, ICC time and in budget, displaying his capability work schedules, ensuring that the project with contractors, residents, businesses. Cumming Group Consolidated Engineeing Daniel Alegria Russ Cunningham, ACI, IC to handle substantial budgets and manage stays on track. David's portfolio of project and local schools and understands the Laboratories complex endeavors with precision and experience includes project elements similar need for excellent communication with all expertise. Jonathan will bring to this project to Lower Linda Nar Rehabilitation and Repair stakeholders. Daniel brings years of pipeline, a keen eye fo detail, proficiency in tracking project including pipelines, pipe bursting. pipe bursting, working in public ROW Your Construction Management team brings 89 years of underground sewer budgets and schedules to keep this project on and public ROW. David was a member of the experience along with lessons learned as a track and within specified parameters. Jonathan highly successful $72M Foster City Levee team member on the $72M Foster City Levee collection system construction experience that includes more than 100+ miles of holds a Professional Engineer (PE) credential mprovements Project CM team and will bring Improvements project pipeline construction and required pipe bursting experience highlighting ht commitment to upholding the the same level o service to this project. highest standards of engineering excellerce.
MICHAEL JAEGER. PE. OSP/D, DBIA ARMANDO LOPEZ. PE, CCM, PMP JULIO MURGA DANIEL ALEGRIA DAVE LUCAS, ACI, NACE, API, ICC RUSS CUNNINGHAM. ACI, ICC Technical Advisor | Principal-in-Charge Inspector Inspector Inspector Inspector Mchael brings over 35 years Armando is a construction Julio brings 6 years of experience Daniel brings over 30 years Dave has over 25 years Russ has over 25 years of of project and construction management management professional experienced in in the water infrastructure industry including dedicated to the fields oftunneling and of experience providing inspection, experience providing construction inspection experience. Hs expertise includes extensive the planning, design, management, and specialization in pipelines, tunnels, and civil construction. His experience spans management, and quality control services services for projects located throughout field experience in water and wastewater construction phases of water resources and microtunneling. His experience includes projects of significant scale, including the in both the construction and manufacturing California. His background includes special treatment facities, recycled water treatment wastewater projects, both in the public and overseeing multiple jobsites simultaneously, $68M College Lake Integrated Resources industries. His background includes the inspections for grading and trenching systems, pume stations, and pipeline private sectors. Fe is a licensed general identifying and tracking field changes and Management project emphasizing his installation of aerial, underground, and buried operations, nuclear density testing, concrete construction. He has worked for public engineering and concrete contractor and ensuring all work is performed in accordance proficiency in overseeing operations and utilities including pipeline systems, large- sampling and placement, concrete batch agencies andas a protessional consultant, is experienced wth the implementation of with the contract plans, specifications, and observation of complex infrastructure scale gas distribution projects, and fiber and plant, shotcrete, structural steel/rebar, nailing, participated in design review, provided conventional andalternative delivery project any other pertinent decuments (permits). construction. Daniel's experience skill set coaxial cable. He has served as an inspector roofing, fireproofing, epoxy dowel placement. biddability and constructability reviews and methods. Mr. Lopez Is registered/certified Julio is well versed at documenting daily Includes traffic control, ppeline construction and field engineer on projects throughout torque testina, and proof loading. He has project partnering facilitation. Michael has as a California licensed civil engineer (PE). construction operations through daily reports in public ROW, working with contractors, California where he has ensured adherence Caltrans certification in soil and asphalt managed multiple large utility projects from certified construction manager (CCM), and tracking labor, equipment, and materials. He is residents, businesses, and local schools. to contract documents and desian standards. including asphalt density testing and asphalt planning through construction. His in-depth project management professional (PMP). skilled at working with facility operations and His hands-on experience operating loaders. provided weekly reporting to project owners batch plant inspection. He follows standards pipeline expe ience which includes critical His experience ranges from developing maintenance staff, contractors, and suppliers excavators, and skid steers brings a focus and stakeholders, documented in-field design and guidelines, ensures these standards are elements simiar to the Lower Linda Mar and implementing strategies for business involved with concurrent construction projects on safety when working around heavy changes, facilitated project meetings, and followed as Quality Control, and provides day- Rehabilitation and Repair project makes him an growth to leading and delivering complex and understands the need for excellent equipment. provided enforcement of constuction safety to-day management, safety, and guidance to important resource to the proposed key staff engineering and construction projects and communication with al project stakeholders. protocols and quality control measures. field personnel. and the City of Pacifica should the need arise. programs.
Proposal // Apri 2024
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C044) // Construction Management Services Team
Qualifications
Year's Experience Pipe Burst. / Ream. / Fusing Pipeline / Manholes & Testing Public Right-ow-Way Third Party Utility Coord. Staging and Laydown Schools and Businesses Private Lateral Replacement Inter-agency Coordination Public Outreach Arborist Coordination Availability Open Cut Traffic Control Permitting
Role Name Credentials
Construction Manager Jonathan Tristao PE, Assoc. DBIA 12 50% Project Engineer David Tellefsen 17 75%
Inspector Daniel Huebner QSP 10 100%
Technical Advisor Michael Jaeger PE, QSP/QSD, DBIA 35 As needed Principal-in-Charge Armando Lopez PE, CCM, PMP 15 As needed Key Team Member References
Title Team Member Reference #1 Reference # 2 Reference # 3 Construction • Jonathan Francine Magno Bozhena Palatnik Kevin Okada Manager Tristao Senior Civil Engineer Senior Civil Engineer Senior Civil Engineer PE, ASSOC. Levee Improvements Project Belmont Sanitary Sewer Easement Rollins Rd & Cowan Rd Pump Station DBIA City of Foster City Rehabilitation Project Upgrades [email protected] City of Belmont Public Works City of Burlingame (650) 286-3388 [email protected] [email protected] (650) 595-7463 (650) 558-7213
Project David Francine Magno Allison Pieja Blas Tenorio Engineer Tellefsen Senior Civil Engineer CTO Senior Facilities Manager Levee Improvements Project Mango Materials Test Facility Project Corporate Project City of Foster City Silicon Valley Clean Water Illumina San Diego [email protected] [email protected] [email protected] (650) 286-3388 (908) 403-9630 (858) 531-5861
Inspector Daniel Bozhena Palatnik Francine Magno Kathryn Robertson Huebner Senior Civil Engineer Senior Civil Engineer Associate Civil Engineer QSP Belmont Sanitary Sewer Easement Levee Improvements Project Sewer Rehabilitation 17A & 17B Project Rehabilitation Project City of Foster City City of San Carlos Got emer puntie Works [email protected] (Currently City of Mountain View) (650) 286-3388 [email protected]
(650) 595-7463 (650) 903-6079
"Tanner Pacific strives to employ a project-first approach to managing projects.
With diverse groups of people managing complex jobs, it's critical to put the needs of the project at the forefront of decision making. This project team maintained open lines of communication, regardless of disagreements or challenges faced." Jonathan Tristao, P.E., Associate DBIA
Construction Manager
Proposal // April 2024 26
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C041) // Construction Management Services Roles & Responsibilities and a drive to get things done will make Jonathan's team the right partner for the
Tanner Pacific, Inc. has tailored this CM
City of Pacifica to guide this project to a
team to the needs of this important project.
successful completion.
Close collaboration, the right experience,
Key Team Member Roles & Responsibilities
Name Role Responsibilities
Jonathan Construction Responsible for the overall objectives of the project particularly budget and schedule, managing subconsultant Tristao Manager contracts, ensuring integration of the CM team as part of the overall project team, oversight on all CM team activities.
David Project Responsible for managing day-to-day document control and project controls tasks (submittals, RFls, RFCs, etc.), Tellefsen Engineer change order processing and coordination, progress payment application reviews, punch list tracking, close out paperwork. Provide support to the construction manager and inspector as needed Daniel Inspector Responsible for daily observation and tracking of construction progress, photo and log documentation of Huebner construction, field coordination with various stakeholders (City, arborist, contractor, CEL), monitor compliance with contract documents. Provide support to the rest of the CM team for verification of quantities and tracking as needed.
Task/ Assignment Matrix CM Team Subconsultants
Const. Project Cumming
Task/Subtask Principal Manager Engineer Inspector Group CEL
1.1 - Conduct Pre-Construction Meeting
Plan & coordinate meeting place & time
Develop project-specific administration and reporting procedures Prepare & distribute meeting agenda
Develop and distribute meeting record of discussion
Participate in pre-construction meeting
Review contract documents
Review site specific safety plans
1.2 - Project Management and Construction Contract Administration Conduct weekly progress meeting & other focused meetings, as appropriate Prepare and distribute agendas and records of discussion for each meeting Review of contractor's baseline schedule
Review of contractor's monthly schedule updates
Review, negotiation, and documentation of monthly pay application requests Review and process contractor submittals
Review and process contractor Requests For Information (RFls) Review and process contractor Requests For Clarification (RFCs) Coordinate with public noticing/public relations effort Documentation and processing of any deficient/defective work Assist with permit-related documentation
Assist with public outreach
Proposal // April 2024 27
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C041) // Construction Management Services Task/ Assignment Matrix CM Team
Subconsultants
Const. Project Cumming
Task/Subtask Principal Manager Engineer Inspector Group CEL
1.3 - Change Order Management
Receiving and logging change order requests
Coordination of change order cost estimate
Preparation of change orders
Verify schedule aspects of change orders •
Track and measure extra work
Dispute resolution •
1.4 - Field Inspection
Review of work plans, submittals, and relevant contract documents Document preconstruction conditions at various project sites Daily observation and monitoring of construction observations Progress monitoring daily (photos and reports)
Coordination with City Arborist
Tracking and measuring installed quantities
Tracking and measuring disturbed pavement
Materials Sampling and Testing
Monitoring startup and testing (deflection/leak testing. etc.) Labor/SRF Compliance
1.5 - Substantial and Final Completion Services
Manage preliminary punch list
Coordinate final walk through
Confirm final paperwork submitted (record drawings, lien releases, etc.) Labor/SRF Compliance final reporting
Proposal // April 2024 28
TANNER
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C044) // Construction Management Services Over the last 40+ years, Consolidated CEL has a full service geotechnica.
Engineering Laboratories (CEL) has engineering capability with licensed grown to be a leader in providing quality professionals and geologists and are able to geotechnical engineering, materials testing, augment and expand on geotechnical and and construction inspection services in the environmental services should that need western United States. With their Corporate arise. CEL is certified and approved by:
Headquarters in San Ramon and full-
Tanner Pacific Inc. and • California Department of Transportation service facilities in Oakland, Santa Rosa and (Caltrans); CEL have collaborated
Sacramento, CA, their testing and inspection • Division of the State Architect (DSA) (LEA successtully on dozens agency is the largest in Northern CA with #29,54 and 130);
of projects since the unequaled resources and capabilities. • American Association of State Highway company's inception. CEL has consistently provided high-quality and Transportation Officials (AASHTO); This well-established protessional services on thousands of • American Concrete Institute (ACI); construction projects throughout CA. • American Construction Inspectors relationship and
commitment to the CEL has staff of over 230, allowing it to Association (ACIA); provide the depth of resources to handle a • American Society for Testing and success of our mutual
project of this scope and magnitude. Materials (ASTM);
clients and their • California Council of Testing and
CEL's Oakland laboratory is a state-of-the-
projects provides great art 24,000 sq. ft. facility that is certified by Inspection Agencies (CCTIA); • Cement and Concrete Reference
value to any job we Caltrans, the Division of the State Architect, HCAl, and the Army Corp of Engineers. Laboratory (CCRL); team up on.
They are also inspected and accredited by • International Code Council (ICC); AASHTO and AMRL.
As RGM Kramer has continued to evolve, we LCP provides independent prevailing wage CUMMING are pleased to confirm that our integration monitoring and compliance enforcement by GROUP with Cumming Group is complete as of diligently scrutinizing projects for issues or March 2024. It is exciting to consider the failures and moving quickly to resolve them. opportunities this assimilation provides as we Recognized for its expertise in prevailing wage move into this next part of our journey. aw and labor compliance, the LCP Team has Cumming's Labor Compliance Program developed strong partnerships and works TPI staff & Cumming
(LCP) provides compliance monitoring for in close association with the Department of Group have worked Industrial Relations, CA State Water Boards, on over 25 projects projects throughout Northern and Central CA. Current and former clients include the US Department of Labor and Wage and Hour together over the past Division, as well as the US EPA and other Cities of Santa Cruz, Watsonville, Soledad,
15 years. Together we Turlock, Paso Robles, Brentwood, and state and federal agencies. Cumming's work have worked on notable Pittsburg, and many others. Departments of incorporates all aspects of the Davis Bacon Public Works have included Contra Costa Related Acts for projects receiving SRF and projects for Silicon WIFIA assistance. Cumming's expertise allows Valley Clean Water, and Napa Counties, as well as Contra Costa County Flood Control District, and Santa them to offer a suite of comprehensive labor and City of Palo Alto's Cruz Sanitation District. The LCP team management services to facilitate compliance Sludge Dewatering with various labor-related requirements:
has provided comprehensive compliance
Facility and Ultraviolet services to EBMUD and currently serves • Federal and State Labor Compliance + Disinfection Project. Monterey One Water, Zone 7 Water Agency, Prevailing Wage Requirements and the San Juan Water District. • Skilled and Trained Workforce Admin.
Established in 2003 with the approval of the • Labor-Related Public Records Act Requests Department of Industrial Relations, Cumming's • Project Labor Agreement Administration • Contractor Outreach and Training
Proposal // April 2024 29
ATTACHMENT "B"
COMPENSATION
Estimate of Work Hours & Fee R1
Lower inda Mar Rehabiltation & Repair Project
Tanner Pacific, Inc.
Personnel/service Closeout
Units Rate
Hours Montts Aug-24 Sep-24 04.)1 Dec-24 Jan-25 Feb-25 Mar.25 Apr-25 un-25 Auз-25 Tanner Pacific Labor
Armando Lopez, Principal $285 $18,240
onathan Tristao, Senior CM $235 $278,240 88=
avid Tellefsen, Project Engineer 1800 $195 $351,000
Daniel Huebner, Inspecter 2360 $220 $519,200 160
Labor Subtotal L 5408 $1,166.680
Optional Services
Mike Jaeger, Project Technical Advisor $285
Optional Services Subtotal
Materias Testing
CEL Sampling & Testing. $59,012
Markup (10%) $5,901
Materials Testing Subtotal S64,913
SRF Compliance
Cumming Group, Labor Compliance 535.672
Markup (10%)
SRF Compliance Subtotal $39,239
Direct Costs
Inspector Vehicle (months) $1,500
Direct Cost Subtotal $25,500
Tctal w/out Optional Services $1,296.332
Totalincluding Optional Services $1,299,752
Notes ard Assumptions:
. Services are provided on an hourly and expense basis. . Pre-Con budget includes level of effort (LOE) te review and become faniliar with the contract documenti, set up the MIS systen, perform precon site dscumentation, and perferm the preconstruction meeting from Subtask 1.1.
3. Construction budget sigment includes LOE to serform the scope in Sultask 1.2 (PM/CM), 1.3 (Change Management), and 1.4 (Firld Inspection). Additiorally there is some LOE for early/ongoing work frem Subtask 1.5 (SubComp & FinalComp Service), such as githering and filing prelininary notices and regula keep on as-built drawings.
4. Closeout budget includes estimated LOE for Subtask 1.5 (SubComp & FnalComp Service).| S. Budget is based on the construction durations provided in the RFP for each project component (Base Bid Additive Bit Item #1, Additive Bid Item #2) and estimated NTP date of May 20, 2024. This budget does NOT consider any time extensions granted to the contractor, including those due to the , Bate lateras neplacete a drional inspection fue to multiple contractar crews. Additional inspection services will require an amendment to TIS contract.
Project involves construction work which may continue beyond scheduled work hours. Per the RFP, this budget has assumed inspection will take place 5 days per week, 8 hours per day and does not incude OT. OT rates are one and one-half times the standard hourly rate.
3. TPI rates include normal operating and home office expenses such as telephone, computers, in-house regroduction. The budget loes not include any expenses for a field trailer.
3. Inspector hourly wages are subject to Californa Prevailing Wage.
0. An escalation rate not to exceed 5% will be applied to proposed Billing Rates for the prior year on January 1st of each subsequent year of the contract.
1. All Subconsultants in/oiced at cost plus 10 percent markup.
2. Inspection vehicles are invoiced at $1500 permonth.
TANNEF
PACIFIC City of Pacifica // Lower Linda Mar Rehabilitation and Repair Project (C041) // Construction Management Services City of Pacifica
Lower Linda Mar Sewer Rehabilitation Project
Fee Schedule
Staff Title Hourly Rates!
Armando Lopez, Principal $285 -
Jonathan Tristao, Senior Construction Manager $235
David Tellefsen, Senior Project Engineer $195
Daniel Huebner, Inspector? $220
Mike Jaeger, Project Technical Advisor $285
Explanations
• Services are provided on an hourly and expense basis. • 'Effective dates 5/1/2024-12/31/2028
• 2 Subject to California Prevailing Wage
An escalation rate not to exceed 5% will be applied to proposed Billing Rates for the prior year on January 1st of each subsequent year of the contract
• TPI rates include normal operating and office expenses such as telephone, computers, in-house reproduction, etc.
• No costs for office space or a construction trailer are included in this Fee Schedule. The leasing of office space or renting of a trailer would be an additional cost that would include a standard mark-up of 10%. • Rates for professional staff for legal proceedings or as expert witnesses will be at rates one and one-half times the Hourly Rates specified above.
Subconsultants
All Subconsultants invoiced at cost plus 10 percent markup Expenses
Direct expenses, as listed below, incurred in connection with the work, will be at cost:
• Delivery services
• Outside reproduction
Travel outside the Bay Area
All other extraordinary expenses invoiced at cost
• Tanner Pacific Vehicles @ $1,500 per month
• Vehicles used in conjunction with the work will be at the federally approved mileage rates or at negotiated monthly rate.
Proposal // April 2024 43
Agreement_050224_TPI_LowerLindaMar_CMS
Final Audit Report 2024-05-06
Created: 2024-05-05 (Pacific Daylight Time)
By: Daniel Patten ([email protected])
Status: Signed
Transaction ID: CBJCHBCAABAAwRMcHrKBRWQWtXYcJ-4kTjpkmEZBl-2u "Agreement_050224_TPI_LowerLindaMar_CMS" History
• Document created by Daniel Patten ([email protected]) 2024-05-05 - 11:08:40 AM PDT
2, Document emailed to William Tanner ([email protected]) for signature 2024-05-05 - 11:08:53 AM PDT
Email viewed by William Tanner ([email protected]) 2024-05-06 - 7:24:19 AM PDT
O Document e-signed by William Tanner ([email protected]) Signature Date: 2024-05-06 - 7:29:23 AM PDT - Time Source: server • Agreement completed.
2024-05-06 - 7:29:23 AM PDT
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