Proposal for Services - Cost & Staff Update
September 18, 2024
3. Staffing
3.1 Project Organizational Chart
Figure 2 shows the project organizational chart for the Zero-Emission Vehicle Fleet and Infrastructure Transition Plan.
Figure 2 - Project organizational chart
Table 9 Revised shows the extent of the commitment of each staff for the duration of the project. The total project duration is expected to be approximately 26 weeks, based on the indicative schedule.
The 26-week project timeline builds in estimated time for City Council presentations and the incorporation of associated feedback, but Arup notes that Council meeting times and agendas are not yet confirmed for this project, and the schedule may shift to accommodate appropriate meeting times during Task 6 as a result.
Project Director,
Electrical
Engineering Lead
Cress Wakefield
Deputy Project
Manager, Fleet
Transition Support
Alexandra Cava
Fleet Procurement
Lead
Kevin Connolly
Grid Transition and
Hydrogen Lead
Mike Petouhoff
Energy Analyst
Kaiya Levine
Advisory and Cost
Estimation Lead
Giuliana Galante
Advisory Analyst
Cristina Villaraza
Cost Estimator
Zara Abdellaoui
Electrical Engineer
Erin Richmond
GIS and Graphic
Design Lead
Emanuel Papageorgiou
Project Manager,
Fleet Transition Lead
Anthony Bruzzone
Electrical Engineering
Hydrogen and Energy Consulting
Zero-Emission Vehicle Consulting
Legend (discipline)
Advisory and Cost Estimation
GIS and Graphic Design
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Table 9 - Staff time commitment per Task
3.2 Experience and Resumes
The project will be led by Cress Wakefield, PE as Project Director and Anthony Bruzzone, AICP, CTP as Project Manager, responsible for the overall project delivery, coordination, quality control, and review.
Technical efforts will be led by Alexandra Cava as Deputy Project Manager, responsible for technical coordination of analysts. Arup has selected a team of analysts with strong experience in ZEV deployments, infrastructure analysis, cost estimation, GIS, and data analysis to undertake Tasks 1 through 6.
See full resumes are included in Appendix A and provide detail on experience of the project team, including projects of similar size, capacity, and dollar value.
Role Staff
Hours by
Staff
TASK TOTALS
Project Director Cress Wakefield 46
Project Manager Anthony Bruzzone 56
Cost Estimation Lead Giuliana Galante 40
Electrical Engineer Erin Richmond 140
Brennan Sydor 12
Energy Lead Mike Petouhoff 32
Ann Dennis 12
Energy Analyst Kaiya Levine 108
DPM + Fleet Transition Lead Alex Cava 208
Cost Analyst Ian Gerber 0
Cost Analyst Zara Abdellaoui 260
Advisory Analyst Tina Villaraza 124
Fleet Procurement Advice Lead Andrew Papson 36
GIS and Graphic Design Emanuel Papageorgiou 56
Fleet Transition Planner Kevin Connolly 60
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4. Scope Exclusions
Arup’s fee estimate is based on all the technical requirements listed in the scope of work. Specific exclusions are noted below, by Task. Section 4.8 identifies our response to the City’s standard contract terms and conditions.
Should additional analysis be required after project kick-off, an additional services fee estimate can be developed by Arup for discussion and approval by the City.
4.1 Task 0 Exclusions
Additional meetings beyond the Inception Meeting and 10 bi-weekly meetings are excluded from the fee estimate.
Arup assumes that a single point-of-contact at the City will be appointed to the project to manage internal decision-making processes related to the Phased Master Plan and all associated memoranda and deliverables to facilitate streamlined updates, with comments and feedback on draft deliverables to be consolidated for final submission.
4.2 Task 1 Exclusions
Selection of individual replacement vehicles is excluded from the fee estimate. The technology review will provide a broad overview of common ZEV replacement makes and models, by class and vehicle type, based on the City’s general fleet functions.
4.3 Task 2 Exclusions
Arup has budgeted for on-site visits at up to 10 sites by the Electrical Engineering team to review conditions at municipal depots where charging infrastructure is planned. Site visits will be scheduled in advance with the City to make sure staff are available and will occur over 1-2 contiguous days. Additional on-site visits by the Electrical Engineering team are excluded from the fee estimate, but can be added for an additional fee if required.
Coordination with the local utility is excluded from the analysis. Input from the local utility is expected to be provided by the City’s designated point of contact with the utility.
4.4 Task 3 Exclusions
Design of infrastructure improvements to city sidewalks/streets to accommodate recommended curbside charging stations (e.g., location of curb cuts, modifications to existing infrastructure), is excluded from the analysis. Arup will specify only a recommended location and charging station type for on-route charging.
4.5 Task 4 Exclusions
All cost estimation will be conducted at a Class 5 Rough Order of Magnitude Cost Estimate level, as defined by the AACE International.
The cost of new grid connections (if required) is excluded from the Class 5 cost estimate.
4.6 Task 5 Exclusions
None.
4.7 Task 6 Exclusions
Arup has budgeted for the following presentations:
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• Two (2) City Council meetings for information/discussion – draft 1 and draft 2 of Phased Master Plan. • One (1) City Council meeting for final adoption – final Phased Master Plan.
Additional presentations are excluded from the fee estimate.
Further, Arup has budgeted for time to incorporate comments and feedback from City Staff and City Council from the following draft documents:
• Two drafts of the Phased Master Plan.
Additional drafts/revisions outside of the review and comment period for the two drafts are excluded from the fee estimate.
.
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5. Project Schedule, Hours and Fee
5.1 Schedule
From Notice to Proceed, the Zero-Emission Vehicle Fleet and Infrastructure Transition Plan can be delivered in approximately six
months, per the indicative schedule in the revised Table 10, inclusive of the estimated City
staff and City Council review period. The indicative schedule represents the estimated amount of time to complet
e technical activities based on past project experience, but City Council review dates are not confirmed, which may require additiona
l time to accommodate. Arup will work with the City after project kick-off
to align the delivery of the Phased Master Plan with appropriate City Council dates and confirm the schedule from end of technical analysis to final presentation.
A two-week review period is assumed for all draft deliverables submitted to City staff for review and incorporation into the
final Phased Master Plan.
Table 10 - Indicative project schedule
Week of
Week 1
Week 2
Week 3
Week 4
Week 5
Week 6
Week 7
Week 8
Week 9
Week 10
Week 11
Week 12
Week 13
Week 14
Week 15
Week 16
Week 17
Week 18
Date TBD
Date TBC
Week 1
Week 2
Date TBC
Week 1
Week 2
Date TBC
Task 0 1 2 3 4 5 6 7
City staff review period 8
Council presentation 9
Council presentation 10
Final presentation Task 1
Task 2
Task 3
Task 4
Task 5
Task 6
Legend
In-person meeting /presentation
# Bi-weekly meetings (virtual)
Site visit
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5.2 Hours and Fee
5.2.1 Hours
Table 11 shows the summary of hours per Task, by discipline, for all staff, used as the basis for the fee estimate.
Table 11 - Summary of project hours by Discipline and Task
5.2.2 Fee
Arup’s lump sum fee for the Zero-Emission Vehicle Fleet and Infrastructure Plan is $213,100, inclusive of expenses. The fee breakdown by Task is provided in Table 12.
Table 12 - Fee estimate
Estimated expenses for travel to site for select meetings and the electrical site visit are $1,500, and have been included in the fee above.
Our fees are net of any and all taxes.
We will invoice our fees by task, upon completion of each task as reported by Arup.
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6. Terms and Conditions
The City’s standard contract’s terms and conditions have been reviewed by Arup and are found to be generally acceptable. Should our submission be of interest, we would wish to discuss with the City a limited number of items in order to align with industry standards and our insurance policy, including the standard of care, indemnity, as well as incorporation of a reasonable limitation of liability.
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A. Resumes
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Cress Wakefield
Cress excels on complex projects with multi-disciplinary teams and is focused on helping clients achieve their goals.
She brings an integrated approach of energy and sustainability to every project.
Cress is an Associate Principal in Arup’s Seattle office. She leads the electrical group and the sustainability and energy services. Cress is committed to sustainable solutions and has experience with masterplanning, renewables, energy resilience, and building electrical designs. Her work builds on 20 years of experience in the design of electrical systems for a variety of projects, from commercial and higher education to research labs and museums. A few notable projects include the Space Needle Renovation, the Modern Wing at the Art Institute of Chicago, Pike Place MarketFront, and the Bill & Melinda Gates Foundation Headquarters. With training as a building electrical engineer and passion for energy consulting, she sits at the intersection of the energy transition, where new technology and policy meet traditional infrastructure. She is currently working on the building design of a laboratory for battery testing research, district energy planning for a net-zero commercial campus, and electrical infrastructure planning for a corporate fleet electrification of 650 vehicles.
Project experience
Confidential EV Charging Facility, Redmond, WA
Project director for a new EV charging facility for a corporate client’s private commute fleet of approximately 300 vehicles. The fleet includes a diverse mix of over-the-road coaches, 14-passenger vehicles, and minivans. Arup's scope includes energy load and microgrid modeling analysis, coordination with the electric utility, engineering of a gantry structure for overhead charging, vehicle tracking to inform yard layout, and fire consulting to inform loss prevention decisions.
County of San Diego Sustainability Consulting Services On-Call, San Diego, CA
On call is to support sustainable building design and operations consulting.
Senior energy consultant working on the specific task of updating the Green Fleet Action Plan. The Green Fleet Action Plan will build on current work to set a framework for an accelerated fleet conversion, including establishing new GHG emission reduction targets and best practices for implementing infrastructure to charge, operate, and maintain the future zero-emission fleet and associated facilities.
Confidential EV and Logistics Planning Study, Redmond, WA Energy & Electrical Consultant for logistics recommendations for confidential client’s EV fleet. Arup provided logistics, electrical engineering, and Profession
Electrical Engineering
Current position
Associate Principal
Joined Arup
1999
Years of experience
20 Qualifications
BS (Honors), Architectural
Engineering and BA (Honors),
Spanish & University of Kansas at
Lawrence, 1999
PE State of Washington (#42364)
LEED Accredited Professional
762
transportation consulting services for the strategic plan to modernize and expand a leading tech firm’s campus operations facilities to support projected growth, as well as the sustainability goal to be zero carbon by 2030.The study provided an understanding of the facility needs, utility, and site requirements to accommodate programs for the employee Transportation, Mail, Food & Beverage, Furniture & Moves, Art, and Waste Sorting operations. These needs can be used to inform decisions about when and how to deliver these projects, in coordination with broader masterplanning efforts and the client’s plan to convert all fleet vehicles to ZEV.
Stanford Health Care EVSE Masterplan, San Francisco, CA Electrical Reviewer for site specific feasibility studies for implementation of electric vehicle charging infrastructure at six different sites. The Stanford Health Care (SHC) Electric Vehicle Supply Equipment (EVSE) Masterplan evaluated the long-term EV charging station requirements across the SHC portfolio of properties in the San Francisco Bay Area. The EVSE Masterplan provides guidelines for near- and long-term implementation of EVSE, defining the electrical requirements, number, type, and location of charging stations across the SHC portfolio and considerations for rollout. The EVSE Masterplan identified market trends affecting EV adoption amongst distinct staff and visitor user groups to provide detailed EV charging station requirements that more accurately suit SHC's user base. Arup's scope of work included strategic planning, electrical engineering, and cost estimation.
Davao City Bus Review, Philippines
Electrical Reviewer for the feasibility study including transport planning, town and country planning, project management, operator franchise agreement, and bid evaluation. A proposed modern bus system in Davao City that will replace the existing public utility jeepneys and filicabs currently operating in the city. It calls for introduction of a bus system with 29 rationalized bus routes replacing 125 current public utility jeepney (PUJ) routes, replacement of existing PUJs with 1100 buses, development of a service charge contract for bus operations, implementation of an automatic fare collection system, bus location system and bus priority system, and creation of new bus stops and depots/terminals.
Martha’s Vineyard Transit Authority Bus Charging, Edgartown, MA Electrical Engineering Reviewer supporting the electrification of the VTA's bus fleet. The project includes installation of a microgrid with photovoltaic system, battery energy storage, and diesel backup generator as well as several in-route charging stations. Arup provided electrical and civil design services.
Confidential Tech Campus Masterplan, WA
Energy consultant for the masterplan of a new tech company office campus in Washington. Arup is providing energy, transportation, acoustics, and logistics services. Energy services include looking at major building system options, electrification, electric vehicle charging, renewables, battery storage, and setting design criteria to achieve the ambitious 24/7 net positive energy and net positive carbon goals of this campus.
Confidential Large Food and Beverage Client, Multiple Locations Electrical Engineer for a portfolio electrification and infrastructure project with a large food and beverage client with thousands of locations around the world. On this project, Arup developed strategic direction for MEP infrastructure for the client’s template design for the U.S. and Canada to address future business growth and the client's sustainability goals, including electrification. Arup’s work included review of technical documents, interviews with client design and construction teams, site visits, energy and water modeling, development of alternate designs including equipment selection and schematics, and cost-benefit assessment (Level 4 cost estimation) for various design scenarios. The work has culminated in client leadership charrettes to present results, offer recommendations, gather feedback, and inform future implementation workstreams. 763
Anthony Bruzzone
As an experienced project manager, Tony has a pragmatic perspective, providing quality transit service and operations planning that consider financial considerations.
Anthony Bruzzone is an Associate Principal in Arup's San Francisco office, and is a transportation planner. His 40 years of experience includes transit service and operations planning, capital projects and airport experience. Tony most recently managed the $1.7 million study to reassess the feasibility and benefit of connecting Boston's separate north and south commuter rail services into one system. Tony's interests focus on the optimization of transportation operations and the reduction of transportation impacts on the environment, residents, and businesses. He was the project manager for a study to determine the feasibility of using solar power to operate BART rapid transit trains. His most recent and current project is assessing the feasibility of developing and operating a 50 mile battery electric bus rapid transit route from Visalia to Hanford to Lemoore in the Central Valley, and assesses enroute charging and electric vehicle performance. Prior to working with Arup, Tony was AC Transit's Manager of Service and Operations Planning where he coordinated day-to-day operations planning needs, coordinated and managed various bus corridor studies and was liaison for San Francisco's $2 billion Salesforce Transit Center project.
Project experience
Cross Valley Corridor Phase 1 Implementation Plan, Tulare County CA Project manager for a study to implement a 50 mile long bus rapid transit service using electric vehicles. Working with Arup staff, manages and supervises energy consumption and delivery studies, including utility assessments. Identifying overall costs for the service as well as implementation schedule. Project in on-going with a February completion date.
Davao High Priority Bus System, Davao, Philippines
Senior advisor during the concept validation process of the new 1,100 bus network, transitioned into senior advisor for the development of bus specifications for the emerging project. Buses procurement included a new fleet of 380 articulated electric buses and is expected in mid 2024 with implementation about 18 months later. Tony worked with specification developers to identify key requirements, provided analysis on various aspects of the bus design (including floor heights, capacities, etc) and also coordinated with the analysis that lead to the government’s decision to procure about one- third of the fleet for the first ever Philippines electric bus deployment.
Profession
Transport Planning
Current position
Associate Principal
Joined Arup
2008
Years of experience
40 Qualifications
BA, Political Science, San
Francisco State University, 1979
AICP Certified Transportation
Planner
LEED Green Associate
Professional associations
Previous Chair, San Francisco
Planning and Urban Research
Association Transportation Policy
Board
President, Berkeley Design
Advocates 2005-2022
Member, City of Berkeley, CA
Transportation Commission 2008-
2012, 2015-2022
Publications
Large Program Cost Estimating:
Nuanced Implementation
Assumptions Make Non-Nuanced
Impacts, (co-author Giuliana
Galante), Transportation Research
Record 1–10,
https://doi.org/10.1177/0361198120
934477, 2020
Making BART Run with the Warm
California Sun: A Case Study of
Options for Using On-Site
Photovoltaics to Provide Traction
Power, Transportation Research
Board Paper 16-0466, (co-author
Mike Ferry), TRB 2016 Annual
Conference, Washington, DC.
The World's First Programmatic
Systemwide Ferry Transport
Environmental Analysis: Lessons
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County of San Diego Green Fleet Action Plan, San Diego, California The County of San Diego updated its Green Fleet Action Plan to establish forward-looking goals for fleet GHG emissions reduction, increased fleet sustainability, and ZEV infrastructure adoption. Tony provided review of Arup generated analysis and materials and assessed the feasibility of suggested strategies and outcomes.
Included was consideration of the opportunity to “pause” scheduled light-duty fleet replacement to increase fleet utilization and allow for a more relaxed EV purchase schedule.
Richards Boulevard Office Complex, Sacramento, CA
Tony led the transportation analysis and assessment activities for the new California State office campus at Richards Boulevard and 7th Streets in Sacramento’s River District. The site will ultimately house about 5,000 state employees in a new 1.3 million ft² office complex. Transportation provisions on the campus include adjacency to light rail, new dedicated cycle tracks to encourage bicycle use, outstanding pedestrian amenities, a dedicated freight and loading dock for goods movements, and a parking program of about 1,600 vehicles that is designed to initially provide 300 EV spaces with provision for providing charging facilities at scale.
Corporate Electric Bus Maintenance and Storage Facility, Washington State Arup is providing design services for a 250 electric bus maintenance and storage facility in Washington State for a corporate owned employee bus fleet. Tony assisted in determining total fleet size, identified bus duty cycles and coordinated with other Arup disciplines on total energy requirements, bus circulation needs, facility programming and bus dwell and storage times. The project is on-going.
BART Solar Feasibility Study, Bay Area, CA
Project Manager for the first-ever feasibility study examining the use of onsite solar photovoltaics (PV) to provide traction power to a rail transit system. This leading-edge study found that solar PV could provide 10% to 30% of BART’s power needs (which has a peak demand of 80 MW), reduce the system’s carbon footprint, and increase BART’s energy resilience through self-generation. The study included a contractual and regulatory analysis, as well as a technical, operational, infrastructure, and economic feasibility assessment. Arup and its project partners assessed the potential scope of PV generation on BART and BART adjacent property and analyzed how that energy can be incorporated into BART’s station and its traction power system Salesforce Transit Center, San Francisco, CA
Lead Bus Operations Planner during the design phase of the recently completed Salesforce Transit Center (STC). STC is a $2bn project to rebuild the previous 70-year-old Transbay uses, with a new and larger multimodal transit center for buses and eventually commuter and intercity trains. In his role, Tony worked with designers to analyze and verify bus operations requirements for the new facility, a continuation of his previous work while at AC Transit which included staging full-scale, real-time simulations of terminal concepts in the field with more than 145 scheduled departures in a one-hour period, as well as simulations of local bus plaza operations and also simulations of exclusive bus ramps into terminal complex.
MassDOT North-South Rail Link Reassessment, Boston, MA
Project Manager for a reassessment of Boston’s multi-billion-dollar concept to link North and South Stations, allowing through-running trains, increasing rail capacity and providing better access to downtown Boston. The project required conversion of the MBTA commuter rail system to electric traction to allow for tunnel operation.
Tony supervised all aspects of the 19-month, $1.75 million effort including planning, rail operations analysis, civil design and tunnel/geotechnical investigations. The study identified new, previously discarded alignments, and proposed the use of larger and more efficient tunneling methods.
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BART Demand Management Strategies, San Francisco Bay Area, CA Worked with BART on strategies to mitigate current and future capacity overloads on the system both at the stations and on the line. Strategies being considered include peak period and peak station fare surcharges, additional parallel bus service to the impacted stations, and automobile parking strategies.
Solano Rail Hub – Benefits & Design Alternatives
Project Manager for consideration of design options to redevelop the current Suisun-Fairfield Amtrak/Capitol Corridor Station into a new hub station that increases passenger convenience and safety, provides a new and safe pedestrian connection between the two downtowns and catalyzes in-fill development at a central Solano County location and hub of future rail and bus activity.
Bay Area Core Capacity Transit Study, San Francisco and Oakland, CA As strategic advisor, Tony worked with the Metropolitan Planning Organization (MPO) and transit operators to identify capacity deficiencies in the intensely used Oakland-San Francisco Transbay Corridor, and identify appropriate responses and actions, including policy changes and demand management strategies, minor infrastructure projects and consideration of major new investments, including new Bay transit crossings.
Sacramento Valley Station Area Master Plan, Sacramento, CA Project Manager for the master plan of the existing Sacramento Valley Train Station. Arup analyzed and sized the transit operational areas (the rail system and the bus layover areas), including synthesizing the plans of the operating agencies to determine both anticipated ridership and operational protocols. Arup also developed the overall sustainability program for the master plan area to achieve greenhouse gas reductions and improved resiliency. Tony analyzed rail operating capacities and future demands.
SACOG Downtown Transit Integration Study, Sacramento, CA Project Manager for the study which considered and recommended a common routing through downtown Sacramento for the 40 peak hour regional buses that serve CBD employment. Identified pre-pandemic bus ridership by stop, identified future land use changes, and then combined data with street conditions to identify the best locations for new stops and a simple, legible routing. In addition, Arup developed conceptual plans for a midday bus storage facility to reduce unnecessary regional bus deadheads, reduce operating costs and advance deployment of zero-emission vehicles.
Chico to Sacramento Inter-City Transit Strategic Plan, Bay Area, CA Project Manager for considering the feasibility of BCAG assuming responsibility for the operation of the existing Amtrak Thruway bus that connects to the Capitol Corridor and San Joaquin trains, and enhancing service to provide commute and all-day services between Chico and Sacramento that not only provide train connections but also serve workers, shoppers, sports fans and concert attendees. The study is ongoing and includes service design, routing considerations, ridership definitions, a capital program, and a marketing plan.
Sacramento Area Council of Governments, Next Generation Transit Study, Sacramento, CA Transit Task Lead for the Sacramento Area Council of Governments (SACOG) Next Generation Transit Study, which is assessing the opportunities and challenges impacting implementation of the next generation of transit and mobility services for the Sacramento region. The study seeks establish policies and guidance to prioritize traditional transit in transit competitive markets, while considering new mobility options in less transit favorable areas. Extensive stakeholder outreach, supported by SACOG “big data” informs the development both short- term and long-term strategies that will allow the region’s transit network to evolve into a seamless, integrated regional system.
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Alexandra Cava
Alexandra brings key value to each project by providing innovative, bespoke solutions that balance competing
requirements from stakeholders and other contributors.
Alexandra Cava is a Senior Consultant for Arup’s Integrated Planning team specializing in ZEV Transition and Logistics. She is an industrial engineer with specialist expertise extending to the strategic planning and design of facilities, loading docks, and solutions that enhance operational efficiencies using lean manufacturing techniques. Alexandra has held technical leadership roles for planning and design studies, focusing on facility sizing assessments and developing feasible layout options that optimize space and functionality for various applications and vehicle types, including ZEVs.
Whether providing input during the design phase or improving upon an existing development, Alexandra strongly engages with various stakeholders throughout a project lifecycle. She incorporates complex design requirements and requests to provide holistic solutions. Alexandra has demonstrated these skills in her work for BART and other clients.
Project experience
California High-Speed Rail Sustainability Program, Central California Arup was selected by the CHSR Authority to support their sustainability program. As Sustainability Program Manager, Arup is leading a team of 12 consultants to support the delivery of sustainability services along the entire 500-mile route. Key tasks will include renewable energy modeling and procurement, climate change adaptation and resilience, setting sustainable design criteria, managing greenhouse gas and air quality emissions, carbon offsetting, and sustainability reporting. The new high-speed rail line will be designed to operate with 100% renewable energy, with an estimated capacity of
1.9 million MWh per year supported by solar power and battery storage systems. To safeguard this critical infrastructure for the next generation, Arup will also be conducting hazard analysis and developing resilient design approaches to mitigate climate change–related risks.
Alexandra is currently the ZEV Lead on Arup’s Sustainability contract with CHSR. She is advising on interim and feeder service route planning across California using zero-emission buses, as well as charging infrastructure requirements for each of the first four stations.
Central Concrete Zero-Emission Vehicle Blueprint, San Francisco, CA The concrete and cement industry accounts for approximately 2% of greenhouse gas (GHG) emissions in California, and over 4% globally. Central Concrete is accelerating the transition of its fleet of over 250 concrete mixer trucks to zero-emission vehicles (ZEVs) to remain an industry leader and align with state targets to transition medium- and heavy-duty vehicles to ZEVs.
Profession
Logistics
Current position
Senior Consultant
Joined Arup
2017
Years of experience
7 Qualifications
B.S. Industrial Engineering,
California Polytechnic State
University, San Luis Obispo, 2016
Professional associations
Member, Institute of Industrial
Engineers
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arup.com
Arup and its project partner developed a blueprint to chart the course for the company’s transition to ZEVs, evaluating the benefits of battery-electric versus hydrogen technologies and incorporating detailed logistical and operational considerations. Arup demonstrated that though challenging, the transition to fuel cell electric vehicle (FCEV) concrete trucks is feasible and will carry substantial benefits for local air quality and is anticipated to have a positive total cost of ownership relative to the current diesel fleet. Alexandra supported the planning analysis with a local jurisdictional review of Bay Area municipalities to determine operational requirements and limitations within urban areas which could impact the transition to ZEVs for heavy-duty vehicles.
DGS New Resources Building, Sacramento, CA
Logistics consultant for the State of California’s New Natural Resources Headquarters Building in downtown Sacramento. The new $500m office building of 800,000ft2 includes office space, conference center, wellness and childcare facilities, a food court and ground floor retail. In addition to achieving ZNE, the building will be designed to exceed the State Energy Code by 15%, maximize the amount of natural daylight to the office space and achieve LEED Silver certification.
Confidential Client, Battery Electric Bus Facility, Tech Campus, Seattle Area, Washington, USA Arup are commissioned in the design of an electric bus charging and maintenance facility for the client’s commute program, which will house approximately 300 battery electric vehicles. The design features an overhead gantry with solar photovoltaic panels and plug-in charging reels, as well as a maintenance area that can accommodate servicing for up to ten vehicles at any given time.
Alexandra is serving as a transportation and logistics lead, advising on overall site circulation and operational considerations, in addition to the design of the parking layout, maintenance facility, and bus wash area.
Confidential EV and Logistics Planning Study, Redmond, WA Logistics and EV consultant for recommendations for confidential client’s EV fleet. Arup provided logistics, electrical engineering, and transportation consulting services for the strategic plan to modernize and expand a leading tech firm’s campus operations facilities to support projected growth, as well as the sustainability goal to be zero carbon by 2030.The study provided an understanding of the facility needs, utility, and site requirements to accommodate programs for the employee Transportation, Mail, Food & Beverage, Furniture & Moves, Art, and Waste Sorting operations. These needs can be used to inform decisions about when and how to deliver these projects, in coordination with broader masterplanning efforts and the client’s plan to convert all fleet vehicles to ZEV.
Electric Vehicle Charging Infrastructure Strategy, NY
Development of a citywide strategy for the expansion and supply of EV equipment in a sustainable and equitable manner to align with NYC’s goals of having ~162,000 EVs on the road by 2025. A suitability analysis was conducted to identify possible locations of charging stations based on high utilization, high equity, and high visibility scenarios throughout the boroughs. Varying phased delivery models were studied for the roll-out of EV infrastructure as well as barriers and opportunities for EV market expansion.
Electric Utility Innovative EV Charging Project, Los Angeles, CA Case study supporting the efficient and effective installation of EV charging infrastructure on public curbsides in an effort to provide charging opportunities for those who do not have access to at-home charging, in collaboration with the Los Angeles Cleantech Incubator (LACI). Research captured key challenges and opportunities to deploying publicly accessible EV chargers, either at cost or free. Arup developed Charge4All – Site Suitability Tool to assist in determining the best locations for new EV chargers by allowing various stakeholders to understand high-level data and suitability at the curb based on key criteria gathered from multiple interviews.
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Giuliana Galante
Giuliana’s background allows her to integrate the structural characteristics of the project, constructability techniques, risks, and its economic output.
Giuliana is an associate in cost and risk advisory and a certified Risk Management Professional in the Montreal office. With over 10 years of experience, Giuliana has led the analysis in projects of diverse magnitudes and typologies, with a particular focus on heavy civil infrastructure.
Her background as a civil engineer with a master’s in construction management, as well as her experience with projects in different locations (US, Canada, Colombia, and others) allow her to provide a big picture view on the project's development and delivery, combining constructability, risks, and construction costs.
Project experience
Green Fleet Action Plan Lifecycle Cost Analysis, San Diego, CA Giuliana was the Project Manager for the lifecycle cost analysis model for the Green Fleet Action plan of the County of San Diego. The Green Fleet Action Plan, developed by Arup, establishes the transition plan and timelines for the County’s fleet across its multiple groups and departments. Giuliana led the team that developed a Class 5 Rough Order of Magnitude Lifecycle Cost Model for the vehicle transition plan from Internal Combustion Engine vehicles to Zero-Emission vehicles, including light, medium, and heavy-duty vehicles. The model encompassed results and reports for the 25+ departments of the County, and included vehicle and infrastructure capital, operations, maintenance, and replacement costs.
Caltrain Business Plan, Bay Area, CA
Developed the capital construction and life cycle replacement cost model for the complex business plan of the Caltrain system in the Bay Area. Arup provided strategic advice, planning, management, and engineering expertise that spans from overarching programmatic considerations (financing and funding and capital cost estimates) to effective stakeholder engagement and outreach. Arup acted as a strategic advisor on the direction and conduct of the study as well as the interface with study partners and stakeholders.
Queen Street Bus Rapid Transit, Brampton, ON
Included in Metrolinx’s Next Wave Rapid Transit Planning portfolio of transit investments across the GTHA in the coming decades is an 18.5-kilometer BRT route through one of southern Ontario’s fastest-growing municipalities. The Queen Street BRT will connect residential, commercial, and industrial areas and passes through historic Downtown Brampton, presenting unique constraints for this high-capacity transit route. Arup led the development of an Initial Business Case for a bus rapid transit corridor for the Queen Street/Highway 7
Profession
Civil Engineering
Current position
Advisory Services Associate
Joined Arup
2016
Years of experience
10 Qualifications
MS, Civil Engineering, Stanford
University (2016)
BS Civil Engineering, Los Andes
University (2012)
PMI-RMP (2022) # 3364642
Professional Associations
Project Management Institute
Languages
English
Spanish
Italian
French (intermediate)
Publications
Transportation Research Record
“Large program cost estimating:
Nuanced Implementation Make
Non-Nuanced Impacts”, 2020.
Giuliana Galante, Anthony
Bruzzone
Design Trust for Public Spaces
NYC Building Guidelines Cost
Module, 2015. Adam Finkin,
Giuliana Galante
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corridor. Giuliana developed the high-level capital cost analysis for the initial business case of the bus rapid transit corridor. The scope included pavement demolition, reconstruction works, bus shelter installations, and roadway signaling modifications and installations.
San Francisco Oakland Bay-Bridge Pedestrian and Bicycle Path, San Francisco, CA Delivered the Capex, and Lifecycle analysis for the construction of a bike and pedestrian path on the West Span of the SFOBB. It includes complex steel connections between the existing 80yr old structure and new steel path, as well as marine, and on-deck installation procedures.
Allston Viaduct Peer Review, Boston, MA
Giuliana led the effort of conducting due diligence on the existing capital costs and rehabilitation costs for the Allston I-90 Interchange project, which consists of a 0.5mile highway and rail viaduct intersection. Evaluated different value engineering options for the "throat" portion of the alignment, translating them into capital savings during construction.
SLAC Matter in Extreme Conditions Experimental Hall CDR, Menlo Park, CA Giuliana is leading the cost analysis team in order to develop and maintain the capital cost estimates that support the Conceptual Design Report for the new Matter in Extreme Conditions Experimental Hall. This project continues Arup’s support for the new next generation of high-powered fundamental science at SLAC and builds on the earlier Petawatt projects to move the project forward.
High-Frequency Rail, Canada
Arup is the Owners Engineer for the VIA High-Frequency Rail project between Toronto and Quebec City.
Giuliana led the development of the project capital cost and lifecycle replacement costs for the proposed railway.
Her analysis considered the impact of various service levels throughout the concession period.
Giuliana is the risk manager for the Project Management Office of the HFR project. Her work includes liaising with multiple workstreams, continuously identifying, monitoring, assessing, and closing out risks on the project.
CIB Fixed Transportation Link, Canada
As Technical Consultant for the Fixed Transportation Link between Labrador and the Island of Newfoundland, Arup prepared a report in conclusion to a peer review of previously conducted investigations and studies to assess the high-level reasonableness of the previous conclusions and, where necessary, to provide alternative conclusions.
As the cost and risk specialist on the Project, Giuliana lead the team that performed the due diligence on the previously developed cost estimates. Her team developed a new baseline cost estimate, schedule, and developed a risk register for the project which encompassed risks ranging from procurement to operations.
Project Sierra Technical Due Diligence, Peru
Giuliana performed a due diligence analysis on the capital replacement and investment costs for 500km of freight railway in Peru. Particular attention was given to preventive investments to address the impacts of climatic events on the railway.
Jacques Cartier & Champlain Bridges Inc., Jacques Cartier Bike Path, Montreal, Canada Arup provided consulting services to support JCCBI in establishing execution protocols (maintenance, supervision and communication), the follow-up of different pilots and simulations around the winter operations of the JC bridge bike path and the design of improvement works on the multi-use path. Giuliana led the development of the capital costs for the improvements of the MUP and the due diligence on winter maintenance operational costs for the bike path.
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Cristina Villaraza
Cristina is a senior transport planner in San Francisco with strong experience combining transport industry experience and economics to support IFIs, government, and private sector clients in developing policy and commercially viable
investment cases for transport.
Cristina is multi-disciplinary, holding several technical leadership roles across various disciplines for transport projects, leading policy and strategy development, transport planning, and techno-economic and cost-benefit assessments. She has advised and collaborated with investors, operators, and government to develop feasible and commercially viable strategies, policies, and operational plans for transport.
Project experience
Electric Vehicle Policy Analysis and Road Mapping, Philippines The project aimed to propose a strategic electric vehicle policy roadmap in the Philippines and involved assessments on power generation infrastructure and distribution systems, cost-benefit analysis, and simulations on the adoption of electric vehicles under various scenarios. Cristina led the research and analysis of global and local electric vehicle policies, market, and industry profiles; and provided substantial input on local market and industry development policy recommendations. Cristina also advised on the approach to EV demand and charging behavior projections and reviewed cost-benefit analyses. The study was intensively used in crafting the electric vehicle policy of the Government, which has been ratified as Senate Bill No. 1382 – National Energy Policy and Regulatory Framework for EVs and the Establishment of Electric Charging Stations.
World Bank – E-Mobility in Vietnam: National E-Mobility Roadmap and Deployment Strategies in Selected Cities, Vietnam
This World Bank study seeks to develop a national-level framework including policy and strategy directives to facilitate the development of an e-mobility ecosystem for Vietnam. Arup is leading all facets of the study including policy, strategy, and institutional analysis integrating elements of transport planning, electric mobility, utilities, and energy, industrial and manufacturing, as well as financial/investment advice. Cristina acted as an e-mobility specialist and heavily undertook various components of the background analysis study, including the international benchmarking review of e-mobility programs; policy gap assessments on market development, EV industry, and grid integration; oversaw the total cost of ownership analyses for various EV types. Cristina also advised on subconsultant work on EV market demand projections and led the development of policy recommendations for EV market growth. Cristina also advised on other national policy proposals on EV industry and EV grid integration.
Profession
Transport Planning
Current position
Senior Transport Planner
Joined Arup
2019
Years of experience
7 Qualifications
Master of Science (MSc) in
Sustainability in Transport,
University of Leeds – Institute of
Transport Studies, UK, 2018 (UK
Government Chevening Scholar)
Bachelor of Arts (BA) in
Humanities, major in Political
Economy, University of Asia and
the Pacific, PH, 2013
Master of Arts (MA) in Political
Economy with specialization in
International Relations and
Development, University of Asia
and the Pacific, PH, 2014
Professional associations
Member, Transportation Science
Society of the Philippines
Publications
The Philippines Stocktaking Report
on Sustainable Transport and
Climate Change: Data, Policy, and
Monitoring, 2016
Transforming Public Transport in
the Philippines: The Jeepney+
NAMA of the Philippine
Government, 2016
Philippine Electric Vehicle Policy
Analysis Report, 2019
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World Bank – Siem Reap E-Bus Feasibility Assessment, Cambodia E-Mobility Lead for the feasibility assessment of deploying e-buses as a public transport service in Siem Reap, including serving the existing and new airport and the UNESCO heritage areas around the city. Cristina developed a locally calibrated model to plan a technically feasible e-bus system that was optimized to consider operational scheduling, constraints of the operating environment, and investment return objectives. This includes estimating fleet and infrastructure requirements and power loads under various possible power sourcing schemes, including solar and grid. Cristina further led costing assessments to determine the competitiveness of the e-bus scheme against a Diesel fleet and to ensure investment return objectives are met.
World Bank – Route Optimization and Service Planning for Electrification of the Quezon City Bus Network, Quezon City, Philippines
Deputy Project Manager and Public Transport Planner, supporting the Project Manager in team management, ensuring coordination across the various work components, and liaising with key stakeholders, while also leading the restructuring of routes to improve linkages to underserved areas and to the current and future rail network. Cristina also advised on the optimization of operational/service plans to align with demand, reduce costs, and to ensure that estimated service operational costs is within government budget. Quezon City (QCity) introduced the fully government-subsidized QCity Bus Service eight-route bus network, with a fleet of 93 privately operated Diesel buses. Two potential bus routes also for consideration. The Quezon City Local Government is seeking to develop an investment proposal for the eventual transition of the QCity Bus Service to a fully electric bus fleet. Development of the investment proposal for E-Bus transition will be in three phases.
For the first phase, Arup was commissioned to optimize the existing route network and service plan, identify bus stop locations, and to estimate sizing requirements for an e-bus depot.
Asian Development Bank (ADB) - Davao High Priority Bus System (HPBS), Davao City, Philippines Deputy Project Manager (2019-2021) and E-Bus Lead, supporting the Project Manager in team management and ensuring coordination and technical coherence across disciplines, where she also developed a suite of integrated analytical tools that enabled the planning and optimization of operational schedules, infrastructure requirements, and that achieved investment return objectives. The Department of Transportation Philippines, through an ADB loan, commissioned Arup to lead the refinement of a modern bus network of 29 routes to replace the jeepney system and undertake the detailed engineering design. In her roles, Cristina estimated socio-economic impacts and further performed an incremental internal rate of return analysis to determine the viability of adopting electric buses and led the market research of bus suppliers and directly engaged with industry players in market sounding activities to determine a suitable commercial model. Cristina further supported the development of bid requirements for vehicles and is supporting bid query management. This led to the government approval for a 300+ electric bus fleet in Davao City. As a transport planner, she supported the refinement of the routes, development of bus stop design guidelines and identifying optimal locations and assessing the sizing and site conditions for depots and terminals. Currently, Cristina is supporting the evaluation of bus fleet tenders for the project.
Davao High Priority Bus System, Philippines
Arup was requested to lead the refinement of a modern bus network to replace the jeepney system and undertake the Detailed Engineering Design – including updating the service plan, assessing bus infrastructure design, developing pedestrian improvement schemes, financial analysis, and environmental and social safeguard assessments to comply with DOTr and ADB requirements. Cristina acts as the deputy project manager and leads the electric bus work component and developed a suite of analytical tools and models to plan e-bus operations and infrastructure requirements and has undertaken a socio-economic evaluation to determine its viability. This has led to the government approval of detailed design works for a 300+ electric bus fleet in the city. Cristina also supported refining the overall bus service plan and route network; development of bus stop design guidelines and identifying their optimal locations; and the site assessment and sizing of depots and terminals. 772
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Kevin Connolly
Kevin Connolly is a Task Leader and transportation
professional with Arup. Kevin has more than 25 years of experience in transportation planning including transit operations, financial planning, freight and aviation planning and policy and strategic development.
Kevin produced strategic plans and service design guideline policies for the Water Emergency Transportation Authority (SF Bay Ferry), Santa Clara Valley Transportation Authority (VTA) and BART. He also produced short-range transit plans for SF Bay Ferry, VTA and BART. Kevin has also delivered several capital projects and programs from concept and feasibility through construction and final delivery. Key highlights include permitting and planning for BART extensions to East Contra Costa County and San Jose along with light rail and bus rapid transit projects in San Jose. For SF Bay Ferry, Kevin delivered $300 million in new and expanded ferry facility investments including expansion of the San Francisco Ferry Terminal and new maintenance facilities in Alameda and Vallejo.
Project experience
Transportation Consultant, Bay Area, CA*
Independent Consultant for transportation engagements in California including zero emission fleet transition plans, transit operational analyses, transportation financial planning, general plan transportation elements, and community transportation plans.
San Francisco Bay Area Water Emergency Transportation Authority, San Francisco, CA
Managed professional staff and led Bay Area ferry agency’s capital development program in areas such as: environmental permitting, grant applications and administration, financial planning, service planning, short- range transit plans, property leasing and stakeholder outreach. Key programmatic achievements include completion of agency’s first strategic plan, development of agency financial model, revised service plans in response to BART Strike and COVID pandemic, development of service design guidelines and service expansion policy, development of zero emissions master plan. Key capital project achievements include expansion of Downtown San Francisco Ferry Terminal, development of new ferry terminals in Alameda, Richmond and Mission Bay section of San Francisco, and new ferry maintenance facilities in Vallejo and Alameda.
Santa Clara Valley Transportation Authority, Santa Clara, CA Managed professional staff through planning studies and programs as well as planning phases of the agency’s transit capital program, including: permitting and environmental documentation, real estate disposition, stakeholder outreach,
Profession
Transport Planning
Years of experience
34 Qualifications
MS, Urban Planning, Columbia
University
BA, George Washington
University, History and American
Civilization
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strategic planning, short-range transit plans, fleet planning and financial planning. Key programmatic achievements include completion of Bus Rapid Transit Master Plan, Express Bus Feasibility Study, Light Rail Revision Study, Bus Comprehensive Operations Analysis, Service Design Guidelines, Service Expansion Policy, fare program revision, creation of agency planning intern program and development of community transportation plans. Key capital project achievements include successful completion of planning and permitting phases of Silicon Valley BART extension, Santa Clara-Alum Rock Bus Rapid Transit, and the Capitol Expressway Light Rail Expansion.
San Francisco Bay Area Rapid Transit District, Contra Costa, CA Project Manager in BART Planning Group focusing on Contra Costa County and select systemwide capital and planning initiatives. Key planning project experience included development of service design guidelines, system expansion policy, station retrofit guidelines, short-range transit plans, station area plans, and station access plans.
Key capital project achievements include feasibility, planning and permitting phases for BART extension to East Contra Costa County, study of core system impacts of extension to San Jose, and station capacity improvement plans.
The Kingsley Group Policy, San Francisco, CA
Staff-level Analyst for a management consultant firm specializing in mergers and acquisitions in the maritime and rail freight industries. Key project experience included market analysis studies of cross-border rail expansion between US and Mexico, increasing market for tank containers in North America, rail master plans for the ports of Los Angeles and Long Beach, and GIS mapping for merger studies in the rail freight industry. Kevin also led the marketing and communications practice for the firm.
Mayan Resorts Development Corporation, Belize
Master Planner and Infrastructure Development co-lead for a private land company in Belize, Central America.
Created a concept development program for potential partner investors in the eco-tourism industry. Worked with local officials to develop a sustainable timber production plan centered around mahogany forest resources.
New York City Economic Development Corporation, New York City, NY Vice President managing policy development, planning and property leasing and development activities for rail freight, maritime and aviation real estate assets owned by the City of New York. Kevin managed the professional staff of five real estate and planning analysts.
URS Corporation, Latin America
Senior Planner on a team dedicated to toll road analysis studies in Latin America and elsewhere for investment bank financing documentation. Kevin also served as Staff Editor-in-Chief on detailed engineering reports.
Howard / Stein-Hudson Associates, New York City, NY
Staff Planner for the firm specializing in public outreach and engagement in the New York area. Kevin participated and led public workshops and outreach programs for major transportation initiatives and construction projects throughout New York City.
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Kaiya Levine
Kaiya Levine is an Energy and Sustainability Consultant with experience in supporting the growth of distributed energy resources and decarbonization of the electric grid.
Kaiya combines her passion for sustainability with project management experience to deliver innovative renewable energy projects. She has expertise in process improvement, customer engagement, data analytics, and report development. Kaiya has a strong understanding of distributed energy resources with a focus on operations and grid integration.
Kaiya has led data driven initiatives to provide insights to customers on interconnecting distributed energy resources to the grid.
Kaiya has managed projects focused on distributed energy resources (DER) propensity adoption, microgrid development, energy software solutions, and zero-emission transportation. Her zero-emission transportation experience with Arup has included ferry vessel electrification, medium- and heavy-duty fleet transition planning, and equitable deployment of charging infrastructure.
Project experience
County of San Diego Green Fleet Action Plan, San Diego, CA The County of San Diego updated their Green Fleet Action Plan to establish forward-looking goals for fleet GHG emissions reduction, increased fleet sustainability, and a long-term ZEV charging infrastructure deployment strategy for its 4,300-vehicle fleet. The plan builds on the County’s prior Green Fleet Action Plan, EV Roadmap, and Climate Action Plan. Kaiya supported fleet and operational analyses to demonstrate how a lower ratio of charging stations to vehicles can meet charging demands while effectively balancing convenience and cost. Further evaluations considered opportunities for interconnecting distributed energy resources to supplement charging needs, minimize grid energy demands, and ensure resiliency of critical operations.
San Francisco Department of Environment Blueprint for Medium- and Heavy- Duty Vehicles
San Francisco Department of Environment (SFE) pursued funding from the California Energy Commission to equitably deploy charging infrastructure for medium- and heavy-duty (MDHD) electric vehicles. The Blueprint supported the city’s commitment of net zero emissions and aligns with their commitment to support disadvantaged communities through transportation electrification.
Kaiya managed the project to identify key fleet operators who manage five or fewer MDHD ZEVs.
SSA Pacific Blueprint for Zero Emission Fleet Transition Energy and Sustainability Consultant, Arup’s role on this project is developing a replicable strategy to create zero emission vehicles on and off-road logistics
Profession
Sustainability
Current position
Energy and Sustainability
Consultant
Joined Arup
2022
Years of experience
4 Qualifications
B.S. Environmental Studies,
University of Oregon, Eugene, OR
Publications
Supervised Learning for
Distribution Secondary Systems
Modeling: Improving Solar
Interconnection Processes, Institute
of Electrical and Electronics
Engineers
Feasibility of Ferry Electrification
with Lessons Learned for Fleet
Electrification
775
to support agricultural goods movement in California. We developed flexible infrastructure pathways for SSA Pacific to implement zero emission vehicle infrastructure and navigate uncertainties. Kaiya is the project manager in coordinating resources and ensure quality control of documents.
Medium and Heavy Duty Zero Emission Vehicle Blueprint, San Francisco Environment, CA Created a MD/HD EV Blueprint in San Francisco to guide the creation of an affordable, convenient, and equitable charging infrastructure for 10,000 MD/HD ZEVs by 2030.
Ferry Electrification Feasibility Study
Kaiya acted as the Deputy Project Manager to identify the feasibility of transitioning two ferry routes in the Eastern United States to all-electric vessels. Arup considered operational parameters to recommend the optimal solution and shoreside infrastructure requirements for transitioning the fleet.
Water Emergency Transportation Authority: Transition to Zero Emission Ferries, CA Kaiya acted as the Deputy Project Manager to develop a California Energy Commission (CEC) blueprint that outlines the implications and requirements for the Water Emergency Transportation Authority to electrify the ferry fleet in the San Francisco Bay. Arup focused on the shoreside infrastructure requirements and considered the impacts of converting WETA’s fleet of high-speed vessels to electric propulsion systems. This project required coordination with local utilities, municipalities, and stakeholders to support the transition to zero emission vessels.
Municipal Water District PV+BESS Construction Management Project development manager supporting municipal water districts with their initiative to maintain maximum operating capabilities by interconnecting solar PV systems and BESS. The systems range from new BESS with resiliency to paired PV + BESS and standalone solar. They are designed to provide zero-emission resiliency to critical public sector services while also limiting operating costs through utility bill reduction. Acting as the owner's representative to oversee design and construction activities to ensure that the systems are built on time and on budget.
Municipal Solar and Storage: Engineering and Project Development Services, East Bay Community Energy, CA Provided engineering services to provide critical facilities in East Bay Community Energy territory with energy resilience solutions including solar PV and battery energy storage solutions. Supported with site assessment and modeling of distributed energy resources at each facility.
San Diego Clean Power Community Needs Assessment
Kaiya developed a program prioritization framework and scoring methodology for San Diego Clean Power (SDCP) to evaluate the impact of implementing potential programs in their communities. Arup supported in collecting data from community members and interviewed SDCP board members to develop a scoring system.
This scoring was then utilized to rank programs based on their benefits and considered air quality, public health, economic impacts, and resiliency.
California Environmental Quality Act, Multiple Projects, CA Assessed the environmental impacts of constructing new energy infrastructure as proposed by local utilities and conducted techno-economic analyses to evaluate potential alternatives. Kaiya acted as the project manager to closely engage with the utility and CPUC, request and analyze data, and compile findings for the proceeding process.
Provable Anonymization of Grid Data for Cyberattack Detection, Lawrence Berkeley National Laboratory, CA 776
Analyzed efficacy of applying differential privacy to energy data to enable data analysis and detect cyberattacks against energy delivery systems while preserving critical elements of the datasets. Researched on advanced metering infrastructure (AMI) data, supervisory control and data acquisition (SCADA) data, and DER data.
Secondary Systems Modeling for Improving Solar Interconnection Process, National Renewable Energy Laboratory, CO
Utilized machine learning to develop probabilistic secondary network topologies for utilities that did not have secondary data. Researched the benefits of using this low-voltage, secondary network data in the interconnection process for solar and storage.
High DER Planning, California Public Utility Commission, CA Supported the California Public Utilities Commission planning process for Distribution Resource Planning by developing bottoms-up load forecasting and assessing electrification impacts.
Behind-the-Meter Adoption Propensity Analysis, East Bay Community Energy, CA Conducted a techno-economic analysis in East Bay Community Energy territory to support increased resiliency.
Ran multiple scenarios to identify the best municipal buildings for interconnecting solar and storage.
Integrated Energy Policy Report: DER Performance Assessment, California Energy Commission, CA Evaluated historical distributed energy resources (DER) performance data with expected DER performance data to evaluate climatic impacts on the performance of resources, such as wildfires.
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Erin Richmond
Erin is experienced in electrical design and is passionate about alternative energy sources and sustainable design solutions.
Erin is an electrical engineer in Arup's Seattle office. She provides electrical engineering services on a range of projects including museums, commercial tenant fit-outs, large scale hotel projects, and convention centers. She has experience in load calculations, single line development, power device layouts and lighting controls. She also has a great interest in using alternative energy sources and sustainable design, and in recent years has gained experience with calculations and feasibility studies for photovoltaic systems and electric vehicle charging infrastructure.
Erin is passionate about learning and finding ways to better her work. Her careful planning of time and resources, as well as a keen attention to detail, leads to thorough design.
Project experience
County of San Diego Green Fleet Action Plan, San Diego, CA Electrical engineer for the updated County of San Diego Green Fleet Action Plan, responsible for determining electrical loads of the new 4,300-vehicle ZEV fleet. The updated GFAP establishes new goals for GHG emission reductions, increased fleet sustainability, and best practices for implementing the necessary infrastructure to charge, operate, and maintain the future ZEV fleet and associated facilities.
Confidential Tech Campus Masterplan, WA
Energy consultant for the masterplan of a new tech company office campus in Washington. Arup is providing energy, transportation, acoustics, and logistics services. Energy services include looking at major building system options, electrification, electric vehicle charging, renewables, battery storage, and setting design criteria to achieve the ambitious 24/7 net positive energy and net positive carbon goals of this campus.
Lendlease EV Infrastructure Study, Multiple locations, USA Electrical engineer for the Lendlease ZEV infrastructure study. Arup developed a spreadsheet tool for the client that assesses EV charging infrastructure needs for multiple community locations based on existing fleet and facility inputs.
Furthermore, Arup designed a fleet infrastructure transition plan that included charging and electrical demands, emissions benefits, costs, and timelines for implementation.
Stanford Healthcare EV Masterplan, Multiple Locations, CA Electrical Engineer for the EVSE Masterplan across the SHC portfolio.
Assessed long-term EV adoption trends for the SHC geography to determine site-specific charging station rate recommendations for SHC’s facilities.
Profession
Electrical Engineering
Current position
Electrical Engineer
Joined Arup
2018
Years of experience
4 Qualifications
PE (#21035737)
Engineer in Training (#F19634)
MS, Electrical Engineering,
University of Iowa, 2016
BSE, Electrical Engineering,
University of Iowa, 2015
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Evergreen State College, Campus Utility Infrastructure Design Competition, Olympia, WA Electrical Engineer for the development of infrastructure strategies that take a broad integrated look at options to improve heating and cooling as well as electricity, potable water, wastewater, storm water and solid waste on the Evergreen State College campus.
Confidential Tech Campus Masterplan and Tenant Improvement, CA Electrical Engineer for the tenant improvement of two existing buildings, each 188,000ft2, on a tech company campus in California. Arup is providing MEP design services through schematic design and review services through completion of this design-build project. Arup is also providing acoustics, communications, and sustainability services for the buildings as well as transportation services for the masterplan/overall site concept design. Targeting LEED Gold.
WeWork, 15th and Market, Seattle, WA
Electrical Engineer for multiple projects across multiple jurisdictions ranging in size from 40,000ft2 to 100,000ft2. Performed due diligence of shell tenant spaces for Owner, including review of base building systems, to advise the Owner of existing deficiencies and aid in lease negotiation. During design, acted as owner’s advocate, reviewing design-build engineer’s documents for compliance with local codes and against Owner’s standards.
WeWork, 333 Seymour Street, Vancouver, BC
Electrical Engineer for an MEP team leading the design of five floors totaling 52,000ft2. Managed delivery of design executed out of three Arup offices in Seattle, Toronto, and San Francisco. Project included the first execution of WeWork’s newest standards for Canadian projects.
Molbak’s Retail Tenant Improvement, Woodinville, WA
Lead Electrical Engineer for the new 110,00ft2 mixed use development in Woodinville. The project includes retail space, a restaurant, café, event space, and utilities for prefabricated greenhouses. Arup is providing multidisciplinary services for the project such as including mechanical, plumbing, electrical, sustainability, daylighting, and logistics consulting.
Dexcom Production Facility, Penang, Malaysia
Electrical Engineer for a 1.5m ft2 facility including fabrication facilities, warehousing, a central utility building, and amenities, such as a head building, canteen, and social spaces. This is the company’s first manufacturing facility outside the US as they expand their production capabilities to meet increasing global demand for their treatment products.
PNNL Energy Science Center, Richland, WA
Electrical Engineer for the Kirksey Architects and Harvey Builders design-build energy sciences capability which consists of approximately 128,000ft
2 of laboratories, offices, a signature lobby/collaboration space, and support spaces. The project also includes the Heat Transfer Building (HTB), which is approximately 1,600ft2 of plant space with capacity to share and reject heat between multiple buildings in this section of the PNNL campus.
PNNL Grid Storage Launchpad (GSL), Richland, WA
Electrical Engineer for a $75m facility funded by the U.S. Department of Energy that boosts clean energy adoption to make the nation's power grid more resilient, secure and flexible. The 85,000ft2 includes 30 research labs and testing chambers that identify new materials and chemistries to power next-generation battery technologies.
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Mike Petouhoff
Mike Petouhoff leads teams in creating solutions for all aspects of vehicle electrification for both Battery Electric Vehicles and Fuel Cell Electric Vehicles for heavy duty use.
Mike Petouhoff is an Associate Principal in Arup’s San Francisco office. With over 30 years of experience in California, Mike has led multiple teams at a global scale towards net zero solutions for their respective campuses.
His energy engineering, technology management, and finance background, along with his experience in projects across a variety of sectors (tech, government, and others) has allowed him to create financially prudent solutions at the state level for decarbonizing transportation and garner public buy-in for his strategies to addressing California’s Zero Emission Vehicle goals.
Project experience
West Village Zero Net Energy Demonstration Project, Davis, California Working with the University of California at Davis and the City of Davis, Mike led the development of West Village, California’s first zero net energy community, achieved through a combination of deep energy efficiency—energy use more than 58% less than California’s strict energy code at the time— and on-site renewable energy including PV and biogas from a waste food digester. Energy Efficiency measures were implemented for a variety of building types. The project team won a grant from the California Energy Commission for the design and implementation toward zero net energy, which had previously only been viewed as an aspirational goal—producing a cost effective large-scale physical demonstration with measures that paid for themselves and which have now become the basis for California’s new building code zero net energy mandate.
Apple Hydrogen Fuel Cell 1 & 2 - Grid Feeding Fuel Cell Array, North Carolina
As owner’s Rep oversaw all feasibility, financial analysis, permitting, design, construction, commissioning, operation of 5 MW of Solid Oxide Hydrogen Fuel Cells supplied by Directed Biogas. Oversaw the application of State and Federal Tax Credits, accelerated depreciation and CREBS and negotiated a PPA offtake agreement using avoided rates to ensure financial feasibility.
Oversaw Interconnection request and Substation buildout. Negotiated a directed biogas tariff that allowed biogas to be in injected into a public pipeline in one location and used to supply fuel cells at another location, with measurement protocols at both ends and crediting of % renewable credit based on the results.
This protocol was adopted by the North Carolina Utilities Commission in the form of a Declaratory Order, which was then certified by FERC making the protocol accessible throughout the US.
Profession
Sustainability
Current position
Associate Principal
Joined Arup
2023
Years of experience
38 Qualifications
Professional Engineer (P.E.), CA
60503
MBA, Dual Degree program-
Technology Management,
University of California, Berkeley,
and Finance at Columbia
University, New York
MS, Environmental and Energy
Engineering, University of
California, Los Angeles
BS, Engineering, United States
Naval Academy, Annapolis
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Apple Tantau Behind the Meter Fuel Cell Project, California As owner’s Rep oversaw all feasibility, financial analysis, permitting, design, construction, commissioning, operation of 2 MW of Solid Oxide Hydrogen Fuel Cells supplied by Directed Biogas. Oversaw the application of State and Federal Tax Credits, accelerated depreciation and CREBS and negotiated a PPA offtake agreement using avoided rates to ensure financial feasibility. Negotiated Biogas purchase and agreement from a dairy farm in central valley to supply the fuel cells and coordinated directed biogas protocol for biogas conveyance through public pipelines.
Apple Tantau Behind the Meter PV Project, California
As owner’s Rep oversaw all feasibility, financial analysis, permitting, design, construction, commissioning, operation of 300KV Rooftop and Parking Lot solar array. Coordinated Interconnection request, Oversaw the application of State and Federal Tax Credits, accelerated depreciation and use of CREBS. 3MW Micro-Hydro project at Monroe Drop, Oregon
As owner’s Rep oversaw all feasibility, financial analysis, permitting, design, construction, commissioning, interconnection, operation, and optimization of a 3 MW micro hydro project that demonstrated the capability to generate renewable energy from the conveyance of irrigation water. Oversaw construction including building of headworks and installation and commissioning of equipment. Coordinated the optimization of operations including coordinating production with seasonal water flow.
Distributed Energy & Storage Apple Campus Renewable Energy Micro Grid, California As owner’s Rep oversaw all feasibility, financial analysis, permitting, design, construction, commissioning, operation, and optimization of complex micro grid with 14 MW of onsite PV, 4 MW of fuel cells, and 4 MWH of lithium-Ion storage in a microgrid configuration. Oversaw analysis and application of tax credits, accelerated depreciation, and Clean Renewable Energy Bonds (CREBS) and calculation of avoided costs to ensure financial feasibility. Negotiated Biogas purchase and agreement from a dairy farm in central valley to supply the fuel cells and coordinated directed biogas protocol for biogas conveyance through public pipelines. Coordinated remote interactive gateway protocol w CAISO and PG&E metering design to make the Apple Park Campus microgrid a CAISO dispatchable load. Coordinate Interconnection w PG&E. Oversaw construction. Oversaw the design and implementation of 400 EV charging stations powered by the micro grid. Coordinated the AB900 certification of the Apple Park Campus with the CA Air Board and Governor’s office as the first facility to in CA to be certified by the Governor to achieve AB900 certification as a zero-carbon campus.
Wave Energy Demonstration Project, Ireland
As owner’s Rep oversaw all feasibility, financial analysis, permitting, design, construction, commissioning, interconnection, operation of a wave energy demonstration project in partnership with the Sustainable Energy Authority of Ireland in Galway Bay Ireland. Coordinated data collection and optimization.
Fort Churchill 20 NW Nevada Solar Project with NV Energy, Nevada As owner’s Rep led the conception and oversaw all feasibility, financial analysis, permitting, design, construction, commissioning, operation, and optimization of solar PV project which demonstrated a first of its type of interaction between a private company and a regulated utility. In a state where regulations prohibited efficient use of tax credits by utilities at the time, Apple and NV Energy created an arrangement whereby Apple would finance, design, and construct the project, harvesting tax credit and accelerate depreciation benefits, and assume initial ownership, and then flip ownership after tax credits benefits harvested. NV Energy assumed responsibility for operation from day 1 of operations and then assumed ownership after 5 years to gain a fleet renewable generation asset at less cost than they would be able to achieve on their own. Negotiated a PPA offtake agreement for purchase of power feeding into the grid. The project used an innovative PV parabolic tracking reflector technology appropriate for the high desert environment. The project was submitted as part of 781
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the tri-annual IRP process and received unanimous approval by the Nevada Public Utilities commission, which noted the innovative nature of the deal, and the benefit not just to Apple but to Nevada ratepayers. 20 MW PV Project on Sichuan Plateau, China
As owner’s Rep led the conception and oversaw all feasibility, financial analysis, permitting, design, construction, commissioning, operation, and optimization of solar PV tracking array using high efficiency solar panels to create a 20 MW solar PV Farm in the Sichuan Plateau in China. The project used advanced technology solar PV with parabolic reflectors to take advantage of the high Direct Normal Irradiation (DNI) in the high dessert. Worked with China’s Ministry of Interior demonstrate the ability of the grasslands to support feeding of Yak’s which were important to the indigenous people of the area. Conducted study to show the moving tracking parabolic arrays created moving shadows which enhance growth of grasslands. Negotiated Interconnect Agreement with China State Grid, and offtake agreement with Ministry of Finance. This project was dedicated to meet the load of Apple’s facilities in China and provided a kickoff demonstration project for China’s suppliers.
Alternate Battery Chemistry Technology Energy Storage Demonstration Project, California Led development and implementation of project to demonstrate innovative energy storage technology lower cost than Li-Ion and with less supply chain constraints than Li-Ion, Using readily available substance- Iron and Air will potentially result in lower cost and less cost than Li-Ion.
Alternate Energy Storage Approach, California
Led development and implementation of project to demonstrate innovative energy storage technology lower cost than Li-Ion, through an innovative process that stores energy by heating large blocks of carbon with efficient resistive heating, and extracting energy using PV cells sensitive in the Infrared range.
Hydrogen Energy Storage Using Metal Halide Matrix, California Led development and implementation of project to demonstrate more cost-effective storage of Green Hydrogen though a metal halide matrix. The technology shows promise to reach energy storage densities previously achieved only by compressing hydrogen but avoiding high parasitic losses from compression energy since it operates at ambient pressure.
Apple PV3 17 MW Grid Feeding Solar Array, North Carolina As owner’s Rep oversaw all feasibility, financial analysis, permitting, design, construction, commissioning, operation, and optimization of solar PV tracking array using high efficiency solar panels to create a 20 MW solar PV Farm. Oversaw Interconnection request and Substation buildout. Resolved environmental permitting requirements reorienting the array configuration to accommodate environmental constraints. Oversaw analysis and application of tax credits, accelerated depreciation, and Clean Renewable Energy Bonds (CREBS) and calculation of avoided costs to ensure financial feasibility. Negotiated off take agreement with Duke Energy for a Power Purchase Agreement at avoided rates to ensure financial feasibility. Negotiated a w North Carolina Department of Treasury for a State Tax Credit interpretation reflected in a Private Letter Ruling which allowed the application to large projects. Oversaw operation and maintenance including panel washing and tracking optimization.
782
Emanuel Papageorgiou
Emanuel utilizes his degrees in architecture and fine arts, as well as his five years of professional experience as a graphic designer and architect, to execute day-to-day design tasks and provide visual communications support to projects across the Arup Americas
Emanuel is a Transport Planner in the Arup San Francisco Transportation Planning team. Due to his wide breadth of skills, Emanuel enjoys working across a wide array of disciplines when it comes to his daily tasks; this includes working closely with in-house teams such as visual communications and marketing, traffic engineering, logistics, wayfinding, master planning and landscape design, cities planning and design, and the experience design teams.
More recently, Emanuel has been leveraging his graphic design expertise to assist in the compilation of large reports for key clients across the west coast.
His responsibilities included leading the production of graphic assets, like the creation of maps, charts, and icons, amongst other supporting collateral for the San Diego Green Fleet Action Plan. His ability to display complex data visually have seen him take on similar roles for clients ranging from Stanford University, CalTrans, Delta Airlines, and the Sacramento International Airport.
Project experience
County of San Diego Green Fleet Action Plan, San Diego, CA The County of San Diego Department of General Services (DGS), Emanuel is leading the generation of graphic content for the Green Fleet Action Plan (GFAP) and assisted in the compilation of the 60+ page final report. As a graphic designer, Emanuel developed a project specific visual identity, which included creating a suite of colors and swatches, and implemented project specific graphic guidelines, which governed how and where icons and color were deployed throughout the report. Emanuel utilized his experience as a planner and expertise in cartography to map the current and planned locations of county depots and performed an urban/geographic analysis that categorized depot based on their geographic position and urban typology. Through his experience with data visualization, Emanuel created custom icons and graphics to visually communicate abstract concepts and complicated data sets. Emanuel also assisted in the production of a brochure that condensed the information displayed in the GFAP to a two-page asset; this design and visualization work provided the DGS with the support needed to move from planning to implementation of the actions and recommendations outlined in the Green Fleet Action Plan out in the field.
Pilot Flying J Station Blueprint, CA
Emanuel supported the zero-emission vehicle group by visualizing a blueprint for a truck stop of the future. By utilizing his skills in 3D modelling, Emanuel created a suite of 3D diagrams, included but not limited to plan drawings,
Profession
Transportation Planning
Current position
Transport Planner
Joined Arup
2022
Years of experience
7 783
rendered axonometric drawings, and circulation diagrams, that visualized the proposed infrastructure for the client. By implementing the client’s colors and matching architectural storefronts, Emanuel was able to create graphics that spoke to the brand and matched the identity of the client.
Caltrans Highway 1 Climate Adaptation Planning, Ventura County, CA Emanuel is working as part of a larger team consisting of transport planners and climate and resiliency specialists to identify planning-level concepts that effectively address long-term climate change risks such as sea level rise, storm surge, coastal cliff erosion, and severe rain events across a 7.5-mile stretch of the Pacific Coast Highway (PCH) in Ventura County. Emanuel provided project support throughout the planning and concept creation phase and supported the compiling the final report which consisted of over 100 pages. By implementing a project specific color strategy, visualizing the corridor with proposed infrastructure, and creating supportive graphics, Emanuel is working to create a consistent and enjoyable reading experience for the client and public viewers.
Sacramento International Airport Exit/Bypass Roadway, Sacramento, CA As the sole designer on a small multi-disciplinary team of planners and engineers providing consulting services for terminal exist/bypass roadway and Ground Transportation Center (GTC), Emanuel deeply leveraged his professional experience as an architect to lead the schematic design and designed development process for the Sacramento International Airport. Emanuel leveraged his experience in AutoCAD to create plans and maps that accurately document current site conditions while also reflecting planned expansion and developed multiple planning concepts which examined different circulation and traffic flow layouts. Emanuel worked closely with the traffic engineering team in order to analyze vehicular turning radii around proposed curbs while also calculation pedestrian walking distances to the GTC from terminal exits. By creating visual icons that compared the performance of each concept to the targets outlined in the SMF masterplan and simplifying complicated engineering drawings, Emanuel was able to streamline the schematic design process.
Stanford University CAA Analysis, Palo Alto, CA
Emanuel is assisting Stanford University (SU) by creating graphics about various transportation aspects that support the preparation of their GUP application to the County of Santa Clara. In addition to supportive design work along the way, Emanuel assisted in the production of the final report that was used in the formal application and visualized complex transportation strategies revolving around Transportation Demand Management (TDM), including abstract concepts like trip cordon areas, number of trips reduced vs vehicle miles travelled, amongst other data pertaining to the current fleet of transportation options at SU. By visualizing the reduction in individual auto commutes, Emanuel was able to illustrate the positive impact the TDM program has already had. Furthermore, comparisons were made between the performance of the TDM program against the targets set out in the Clean Air Cash program, this served as a strategic review of the TDM program and was a crucial element of the report.
Delta Sky Way at LAX, Los Angeles, CA
Emanuel is supporting the Los Angeles Advisory team to create a suite of wayfinding components that situate Delta employees within their recently renovated spaces and familiarize crew about redevelopment at Los Angeles International Airport (LAX) Terminals 2 and 3; these wayfinding assets include interactive terminal maps, printed brochures and assets, and digital cards. Throughout multiple phases of the project, Emanuel received construction documents form the project architect and implemented a series of changes to simplify the plans and make them understandable to a wide range of users. By adapting a workflow that allows for interactive components, Emanuel developed graphics that highlighted specific stakeholders when selected hovered over, depending on user input.
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October 22, 2024
Public Works
DATE: October 22, 2024
TO: Mayor Martinez and Members of the City Council
FROM:
Daniel Chavarria, PE, Director of Public Works
Robert Armijo, PE, Deputy Director of Public Works / City Engineer
Junne Garcia, Associate Admin Analyst
Subject:
Resolution to Approve a Contract with 4Leaf Inc for the Sidewalk Vendor Ordinance Enforcement
FINANCIAL IMPACT: The proposed expenditure of an amount not to exceed $500,000 for the enforcement of the Sidewalk Vendor
Ordinance shall be funded from the General Fund in
Fiscal Year 2024-25 budget for the Mobile Vendor
Program. These funds will cover costs related to the
development of enforcement procedures, hiring of
consultants, production of informational materials, and mapping of vendor locations. The expenditure will be
charged to Account String: 01231031-400201-23058.
PREVIOUS COUNCIL
ACTION:
June 25, 2024
July 2, 2024
STATEMENT OF THE
ISSUE:
The City staff is requesting approval from City Council to approve a contract with 4Leaf, Inc. to effectively enforce its Sidewalk Vendor Ordinance, leveraging a piggyback
procurement method based on the City of Pinole’s
competitively bid contract for code enforcement services.
This contract will provide the necessary code
AGENDA
REPORT
785
October 22, 2024
enforcement support, while the City prepares to establish a permanent staffing solution.
RECOMMENDED ACTION:
APPROVE a resolution authorizing staff to enter into an on-call contract with 4Leaf, Inc. for an amount not to
exceed $500,000 to support enforcement activities for the Sidewalk Vendor Ordinance – Public Works Department
(Daniel Chavarria 510-620-5478/Robert Armijo 510-620-
5477/Junne Garcia 510-621-1332).
DISCUSSION:
The City of Richmond’s enforcement of the Sidewalk Vendor Ordinance is essential to ensure public safety, maintain clear pathways, and support an organized vending environment. As enforcement activities continue, additional resources are required.
Staff is seeking Council approval to enter into an on-call contract with 4Leaf Inc. for enforcement services, with a contract limit of $500,000. This contract will allow for scaling enforcement efforts as funding becomes available.
Rather than initiating a new procurement process, the City of Richmond is proposing to utilize a piggyback procurement method, which is permitted under California Public Contract Code Section 20118 and Richmond Municipal Code section 2.52.330.
Piggyback procurement allows one public agency to leverage an existing competitively bid contract from another agency, provided that the procurement process complied with all applicable laws, and the services being procured are substantially similar to the services already covered in the existing contract. This method helps reduce costs, streamline the procurement process, and expedite service delivery while ensuring competitive pricing and compliance with public procurement requirements.
The City of Pinole conducted a competitive procurement process for building division plan check and on-call staffing services. The nature of the contract aligns with Richmond's code enforcement needs for the Sidewalk Vendor Ordinance. 4Leaf Inc. has extensive experience providing on-call services for municipalities, including regulatory compliance, inspections, and enforcement—functions that are critical for enforcing Richmond's ordinance. By piggybacking on Pinole’s contract, Richmond can efficiently secure the necessary services without a new competitive bidding process.
The Director of Public Works has conducted a meet and confer with the appropriate labor union to ensure that this approach aligns with the City's labor agreements. The consultation confirmed that there are no anticipated labor objections to contracting out these services, as the work 4Leaf Inc. will perform is considered supplemental to the 786
October 22, 2024
City’s current staff resources. The department anticipates that this contract will be necessary only through the remainder of the fiscal year, after which a permanent staffing solution will be in place. The temporary nature of this contract ensures the City can meet its immediate enforcement needs without long-term dependency on external contractors.
As noted above, this contract complies with the Richmond Municipal Code (RMC) Section 2.52.330 Piggyback Procurement which allows for a “piggyback” purchase using another agency’s purchase contract if it is deemed to be in the best interest of the City. Additionally, the City through its Community Development Department has worked with 4Leaf Inc. for many years and has been satisfied with their work. There is no qualified City of Richmond vendor that can provide this service.
The contract with 4Leaf Inc. will provide essential field support, allowing their code enforcement consultants to engage with sidewalk vendors, monitor compliance, and issue citations when necessary. They will work alongside City staff to ensure adherence to the ordinance while promoting public safety.
Moreover, the contract will support the development of Standard Operating Procedures (SOPs) for enforcement staff, ensuring actions are consistent, fair, and legally sound.
The production of educational materials will also be facilitated through this contract, helping communicate the ordinance’s requirements to vendors and promoting voluntary compliance.
The contract will be supported by the $500,000 already allocated for enforcement activities and will be drawn down through Work Authorizations as needed.
Staff recommends that the Council approve the resolution authorizing the City to enter into a contract with 4Leaf Inc, based on the City’s piggyback procurement process set forth in RMC section 2.52.330, to continue enforcement activities related to the Sidewalk Vendor Ordinance.
DOCUMENTS ATTACHED:
Attachment 1 – Resolution
Attachment 2 – Contract
787
RESOLUTION NO. __24
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RICHMOND,
CALIFORNIA, AUTHORIZING STAFF TO ENTER INTO A CONTRACT WITH 4LEAF INC. FOR SIDEWALK VENDOR ORDINANCE ENFORCEMENT SERVICES FOR AN AMOUNT NOT TO EXCEED $500,000
WHEREAS, the City Council of the City of Richmond has enacted a Sidewalk Vendor Ordinance to regulate sidewalk vending activities, ensure public safety, maintain clear public pathways, and create an organized and fair environment for vendors and the community; and
WHEREAS, the State of California, through the passage of Senate Bill 946 (SB 946) in 2018, decriminalized sidewalk vending, recognizing it as a legitimate economic activity that supports entrepreneurship and economic inclusion, particularly for low-income and marginalized communities; and
WHEREAS, the City of Richmond is committed to enforcing the Sidewalk Vendor Ordinance in a manner consistent with these values, prioritizing fairness, education, and support over punitive measures; and
WHEREAS, staff has de termined that additional resources are required to support continued enforcement of the ordinance, and seeks to enter into a contract with 4Leaf Inc. for enforcement services on an on-call basis, with a contract limit of $500,000; and
WHEREAS, the selection of 4Leaf Inc. is based on the piggyback procurement method, utilizing the existing contract awarded to 4Leaf Inc. by the City of Pinole through a competitive bidding process conducted in 2022, which included services related to municipal regulato ry enforcement, plan check, and staffing services; and
WHEREAS, the piggyback procurement is in accordance with Richmond Municipal Code Section 2.52.330; and
WHEREAS, work authorizations under this contract will be issued as funding becomes available, including the $500,000 which has been appropriated in the General Fund to the Mobile Vendor Program in the Fiscal Year 2024-2025 budget; and
WHEREAS, the Director of Public Works has conducted a meet and confer with the appropriate labor union to ensure compliance with labor agreements, and it has been determined that no objections are anticipated regarding the temporary nature of this contract; and
WHEREAS, staff anticipates that this contract will only be necessary while a permanent staffing solution is being sought for the continuous enforcement of the Sidewalk Vendor Ordinance.
NOW THEREFORE, BE IT RESOLVED by the City Council of the City of Richmond, as follows:
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Section 1: The foregoing recitals are true and correct, and this City Council hereby so finds and determines.
Section 2: The City Council hereby authorizes staff to enter into a contract with 4Leaf Inc. for Sidewalk Vendor Ordinance enforcement services, based on the piggyback procurement method utilizing the City of Pinole’s existing contract, with a total contract amount not to exceed $500,000.
Section 3: The City Manager or their designee is authorized to take all necessary actions to execute the contract with 4Leaf Inc. and implement the enforcement activities as outlined in this resolution.
Section 4: This resolution shall take effect immediately upon its passage. **********************
I hereby certify that the foregoing Resolution of the Council of the City of Richmond was duly passed and adopted at a meeting thereof held October 22, 2024, by the following vote:
AYES:
NOES:
ABSENT:
ABSTENTION:
___________PAMELA CHRISTIAN___________
CLERK OF THE CITY OF RICHMOND
Approved:
Mayor
Approved as to form:
City Attorney
789
790
REQUEST FOR
PROPOSALS
City of Pinole
Community Development Department
2131 Pear Street
Pinole, CA 94965
Plan Check and
On-Call Staffing Services
Issue Date: September 30, 2022
Response Deadline: 5pm, October 25, 2022
Anticipated 4-Year Contract Award: November 15, 2022
Anticipated Start Date of Contract: December 2022
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PAGE 2
REQUEST FOR PROPOSALS
PLAN CHECK AND ON - CALL STAFFING SERVICES
I. INTRODUCTION
The City of Pinole (“City”) is inviting competitive proposals from qualified firms (“Consultants”) to provide two types of comprehensive professional services supporting the Community Development Department:
1. Professional Contract Staffing, on an “as-needed” basis: Building Official, Combination Building Inspector(s), Permit Technician(s), and Code Enforcement Officer(s).
2. Professional Contract Plan Check Services on a routine basis: Review and provide corrections for requested building, plumbing, electrical, and mechanical plans for commercial and residential construction or reconstruction projects consistent with the California Building Codes.
These services are requested to complement and support the Building Division. The City’s intent is to minimize response time, create staff efficiencies and enhance customer service.
Pinole is a bayfront community of just over 19,000 residents in Contra Costa County, incorporated on June 25, 1903. The City has a land area of more than five square miles and is bordered by Hercules to the North, San Pablo and Richmond to the South, and the unincorporated areas of Tara Hills and El Sobrante to the southeast and southwest of the City. The City is divided by Interstate 80 (I-80) in that approximately 60 percent of the 7,106 total housing units are located on the north of I-80 and 40 percent of the housing units are located on the south of I -80. Pinole is known for its 'big box' shopping opportunities and has over 50 major retailers and restaurants situated within Pinole shopping centers.
Pinole has a well-defined, historic downtown, and a range of residential neighborhoods transitioning from older single-family and mixed residential districts on a traditional street grid around the downtown, to more typically suburban neighborhoods arranged around cul-de-sacs and curvilinear residential streets.
Higher density apartment townhome complexes, interspersed with commercial sites, are generally located along and near major arterials.
The City operates on the City Council-City Manager system of local government with five elected council members serving four-year terms with a rotating mayor. City Hall hours of operation are 8:00 am to 4:30 pm, Monday through Thursday. City Hall is closed to the public on Fridays.
II. BACKGROUND
The mission of the Community Development Department is to guide orderly growth and development in Pinole, consistent with the General Plan and priorities of the City Council, and to protect the quality of life, health, safety, and welfare of residents in Pinole. The Community Development Department is comprised of the following divisions:
Building Planning Code
Enforcement
Affordable
Housing
Economic
Development
Redevelopment
Successor
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PAGE 3
The Building Division issues building permits and provides building, electrical, mechanical, plumbing, Title- 24 and accessibility inspections for new construction, additions, and alterations of commercial, residential, and public projects to ensure a safe environment for the Pinole community. The Division performs rental housing inspections on a recurring basis and business license inspections on an as-needed basis. The Division is staffed with a full time Building Official (currently under contract, City is undergoing recruitment efforts for in-house Building Official), a Building Inspector I/II (currently under contract, City is undergoing recruitment efforts for in-house Building Inspector I/II), and two Permit Technician I/II/III (currently one Permit Tech I and one Permit Tech III). See the organizational chart in Figure I, below.
Figure 1: Community Development Department Organization
Over the past five years, the Building Division has seen high level of activity through various economic cycles with several major development projects at different stages in the pipeline. Building permit and inspection activity is noted in Figures 2-7 and major development projects in various stages are noted in Table 1 of Attachment A.
The Building Division current contracts out most plan review to third-party consultants. Additionally, as noted above, several key positions will be transitioned in the Fall of 2022 from contract staffing (notably, Building Official and Building Inspector) to in-house City staff. As the in-house team becomes more robust, the volume of minor permits we will plan check in-house is expected grow modestly (i.e., generator, EV chargers, swimming pool/space equipment change outs/replastering, window/sliding glass door retrofit/repair).
Periodically, the City receives major applications for development projects in which there might not be Community Development
Department
Community Development
Director
Building Division
Building Official
Building Inspector I/II
Permit Tech I/II/III
Permit Tech I/II/III
Planning Division
Planning Manager
Senior Planner (contract)
Code Enforcement
Division
Code Enforcement Officer I/II
Seasonal Code Enforcement
Officer (contract)
Economic Development
Division
Comm. Development
Director, City Manager,
Consultants, Partners
Affordable Housing
Division
Comm. Development
Director, Consultants
Redevelopment Successor
Agency Division
Comm. Development
Director, Consultants
793
PAGE 4
availability of limited Building Division staff to conduct the volume of inspections required, or specialized certifications are required (e.g., Certified Access Specialist, or CASp). To maintain a consistent level of service and ensure the safety of the residents and the community the City recognizes the need for third party assistance in performing inspection services on an as-needed basis, when the level of development in the City increases and/or when major development occurs.
The Building Division operates a “one-stop” permitting processing operation responsible for coordinator of application and plan review by other City divisions, including the Planning Division, Public Works/Sewer Division, Fire Department and outside agencies. The City has partially transitioned to Bluebeam software for plan review, and is also in the process of upgrading and migrating the existing in-house electronic permit tracking system (TRAKiT) to a new web-based paperless system (Central Square Technologies Community Development Suite) to automate workflow, provide online portal capabilities, status tracking, mobile solutions, and other seamless modern technology upgrades. The expected go-live timeframe is Spring of 2023.
The City recently completed a user fee study and adopted new user and regulator fees effective September 1, 2022
1. Notably, Building plan review, permit processing and field inspection fees were restructured to enhance the correlation between services provided and fees collected, to account for economies of scale achieved as the project size grows. The fee methodology now scales to allow for lower fees for less complex projects and higher fees for more complex projects.
The City contracts out for Fire Code Compliance and necessary inspections. The City is currently in the midst of discussions with the Contra Costa County Fire Protection District (CCCFPD, “Con Fire”) regarding a potential contract for service in which Con Fire would assume responsibility for development review. If agreed to by the Local Agency Formation Commission (LAFCO) and agreed to by all parties, the expected transition period is in the Spring of 2023.
As mentioned above, the City is undergoing a recruitment for the Code Enforcement Officer I/II position, which is currently provided through a contract but will be staffed in-house beginning in Fall of 2022. The City is seeking seasonal assistance on a contract basis with weed abatement code enforcement activities, including but not limited to providing education to the public, issuing notices, performing field inspections, issuing citations, arranging for abatement warrants and organizing abatement work.
III. THIS RFP AND TIMELINE
The purpose of the RFP is to evaluate responses to select Consultants to provide services in the Scope of Services. Consultants may respond to all or specific Scopes of Services. The following is information on the review process, selection criteria and timeline associated with the RFP.
A. Letter of Intent to Respond
All interested Consultants are encouraged to submit a Letter of Intent to Respond. The deadline to submit the letter is October 7, 2022. Submitting a letter does not guarantee or replace the formal proposal process, nor does the failure to submit a letter prevent an interested firm in submitting a proposal.
All written questions received about the RFP will be distributed in writing to all firms that submitted a Letter of Intent to Respond. Letters must be uploaded to the google form here:
https://forms.gle/mnzr3tmKYWfS81rC6. Contact [email protected] if you have any questions or issues uploading your Letter.
1 https://www.ci.pinole.ca.us/city_government/finance/master_fee_schedule 794
PAGE 5
B. Proposal Content
Each response to this RFP shall include the information described in the Proposal Content section of this RFP.
C. Questions and Inquires
All questions and inquiries must be submitted via email to Lilly Whalen at [email protected]. The deadline to submit questions is October 11, 2022. One comprehensive response to all submitted questions will be distributed to all firms that submitted a Letter of Intent to Respond.
Do not contact other individuals or City departments in this regard. Information provided by anyone other than the above contact may be invalid and proposals which are submitted in accordance with such information may be declared non-responsive.
D. Timeline
The following table is an outline of the anticipated schedule for the proposal review and contract award. Schedule is subject to change. The selected Consultants must be available to commence work as soon as December 1, 2022 as outlined in the Timeline below, and work effectively to transition workload from current Consultant, as applicable.
Milestone Date
RFP Released for Project September 30, 2022
Deadline to submit a letter to respond October 7, 2022
Deadline to submit questions and requests for clarifications October 11, 2022 Answers to consultant questions and requests for
clarifications posted
October 18, 2022
RFP Closing Date October 25, 2022
Proposals Reviewed by City Staff October 26-28, 2022
Virtual Interviews with Consultants, if required November 1, 2022 City Council Contract Award (anticipated) November 15, 2022 Work Commences for up to a four-year term December, 2022
E. Selection Criteria
The Director of Community Development will evaluate the proposals and determine if the proposal meets the criteria. A selection team may be formed to complete the review in order to assist the Director. All responses to this RFP will be reviewed and evaluated based on the information contained in the respective responses. The City may prepare an analysis of all proposals depending upon the number and quality of responses. Interviews with top Consultants may be scheduled. The City Council will make the final determination in the selection process.
The criteria to be used consist of the following:
1. Understanding of The Scope of Work to be Performed (15%) a. Demonstrated understanding of the scope of work
b. Consultant’s approach to accomplishing the scope of work c. Consultant’s timetable for rendering services, with a focus on flexibility and expedited service options
2. Consultant’s Methods and Procedures to be Used (15%) a. Consultant’s general approach to evaluating the issues b. Complete description of the procedures and analytical methods to be utilized 795
PAGE 6
c. Ability to deliver services using technology and computers d. Consultant’s demonstrated ability to seamlessly provide service on behalf of the City
3. Management, Personnel and Experiences (30%)
a. Qualifications of each participant and overall skills for the firm b. Experience and performance of services of a similar nature c. Ability to provide the City with sufficient experienced personnel who are qualified to undertake the work needed
d. Information obtained by contacting references
e. Consultant’s demonstrated focus on quality customer service
4. Consultant’s Consultation and Coordination with the City (20%) a. Procedures to be used to ensure close contact between the consultant and the City b. Demonstrated experience in working with local governmental agencies
5. Cost Estimates (20%)
a. Cost for providing the proposed scope of services
b. Quality of work to be delivered based on consultant’s fee
IV. SCOPE OF SERVICES
This scope of services will enable the City of Pinole to obtain professional and technical assistance on a regular basis (plan check) and on short notice on an on-call, as-needed basis (staffing services) from the selected consultants. At its discretion, the City of Pinole intends to select two or more Consultants with whom the City of Pinole will contract for services.
The City of Pinole will appoint designated consultants to provide contract support services under the direction of the Building Official. For staffing, the consultants must be able to provide a broad range of specialized construction services and staff to complete task project orders issued by the City of Pinole by direct assignment of its own personnel.
The services to be provided would be on an ongoing/regular and as-needed basis, as noted below.
Contracts will be awarded for a four-year term, beginning in December, 2022. Consultants may respond to all or only specific Scopes of Services. Consultant’s proposal shall clearly identify the specific Scopes of Service Consultant is responding to.
A. Plan Review
The City’s intent is to select one or more Consultants with whom the City of Pinole will contract for independent plan check services on a routine basis. It will be at the City’s sole discretion to determine how plan check will be assigned to each on-contract Consultant. Consultant shall demonstrate in proposal who they will comply with the following:
1. Plan check shall be performed remotely and not at City offices.
2. Consultant shall assign personnel who are professionally qualified to perform commercial and/or residential construction document plan review as determined by the City. Non-Residential plan reviews including Multi-Family Dwellings shall be reviewed for accessibility compliance by a Certified Access Specialist (CASp).
3. Consultant shall identify ability to provide plan check for Fire compliance, during what is anticipated to be a transition period through the Spring of 2023 until ConFIRE takes over Fire plan check.
Consultant shall indicate ability to provide Fire plan check services beyond Spring of 2023, in the case of the ConFIRE arrangement not being agreed to by both parties and/or LAFCO.
4. Consultant shall designate one individual as the responsible contact for all communications between the City and consultant.
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5. Consultant shall furnish assigned personnel with all necessary materials, resources and training to conduct plan review, including a current copy of applicable City amendments, policies, procedures, ordinances and forms.
6. Consultant, upon request of the City, shall attend meetings connected with the plan review for high- priority projects, as needed, and as specified in the fee structure for plan check section of this RFP.
7. Plan review approval shall not be recommended to the City until all code compliance issues are resolved to the best of consultant’s knowledge and all permit issuance requirements of the City Building Division and Community Development Department are satisfied. Consultant shall contact City if there are questions or other arrangements are requested.
8. Consultant shall retrieve, perform and submit plan review electronically, through the City’s new permitting system (Central Square Technology’s Community Development Suite), which is expected to go-live in Spring of 2023. Until such time, Consultant shall offer an reliable electronic portal/system for filesharing/notification of plan review. Consultant shall conduct each plan review in a timely manner and within time-frame guidelines agreed upon (consultant shall identify all time-frames associated with plan review). Upon completion of each plan review, the consultant shall return the reviewed documents to the City and provide an electronic copy of the plan review comments. Upon completion of the plan review where approval of the documents is recommended, the consultant shall provide a complete set of all final review documents annotated as approved to the City of Pinole, Building Division. A complete and final invoice for the project being recommended shall be provided with the returned document/plans. A building data sheet including data as agreed to by the City and Consultant (including but not limited to occupancy classification, occupancy load, type of construction, is the building equipped with fire sprinklers, number of stories, building area by floor, etc.) shall also accompany the returned documents. Ongoing multiple services can be invoiced monthly.
9. Plan review comment letters shall be completed in an approved electronic format and provided directly to the City electronically.
10. Consultant to provide a weekly status report on all City plan review projects in progress.
11. Consultant shall conduct and coordinate all communications with the City’s representative. As directed, Consultant shall send a copy of the plan review comments to the designer of record for the project and respond to designer questions. The consultant shall not contact the applicant when plans are approved. The City will notify the applicant when the permit is ready to issue.
12. Code interpretations are subject to final review and approval by the Chief Building Official. All plan review comments are subject to the review of the City as requested.
13. Consultant shall be available within one (1) business day to respond to questions from the City that may be generated during field inspection for each authorized plan check that is subsequently issued a permit for construction.
14. The consultant must have the ability to provide plan check staff with ICC certifications.
B. Professional Staffing Services
This professional services contract will enable the City of Pinole to obtain professional and technical assistance on short notice on regular or as-needed basis from the selected consultants (as noted below).
At its discretion, the City of Pinole intends to select one or more Consultants with whom the City of Pinole will contract for services on an as-needed basis. The City of Pinole will appoint designated consultants to provide contract support services under the direction of the Building Official. The consultants must be able to provide a broad range of specialized construction services and staff to complete task project orders issued by the City of Pinole by direct assignment of its own personnel, including, but not limited to, consultation, planning, administration, specialized analytical studies, construction support, and other miscellaneous municipal report writing. Task project orders may be directly assigned to the selected consultant or assigned after review of competitive letter proposals from the selected Consultants who will be on contract with the City of Pinole. The task project may include, but is not limited to:
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1. Building Field Inspection Services
The consultant shall, at the request of the City, perform field inspection services on an as-needed basis (e.g., during periods of high inspection activity, through the construction of a major development project, and/or during in-house staff absences/recruitments). The inspection services shall be provided to enforce compliance with Conditions of Approval, provisions of the City’s building regulations and the code requirements set forth on the approved plans for which a permit was issued. In the performance of such duties the Contractor shall observe each project at the completion of the various stages of construction for compliance with the appropriate City and State codes. Consultant shall comply with the following:
i. All field inspections shall be performed through the City’s Community Development Department, Building Division and under the direction of the Chief Building Official or other designated staff. ii. Consultant shall assign personnel who are professionally qualified as determined by the City to perform commercial and/or residential construction inspection or Accessibility inspection. All materials, resources, tools, iPads, phones and training shall be supplied by the consultant. iii. Projects under construction by permit from the City shall be inspected for compliance with adopted State of California Building, Mechanical, Plumbing, Electrical, Energy and Fire Codes, as amended by the City and as designated by the City as well as other Codes and regulations adopted by City Ordinance. This shall include policies and interpretations of said Codes adopted by the City.
2. Permit Counter Services
The Consultant shall, at the request of the City, assign permit technician or other permit counter staffing to assist customers at the Permit Counter, including but not limited to plan intake, over the counter permit issuance, assistance with questions on building and planning code requirements, etc.
3. Code Enforcement Services
The Consultant shall, at the request of the City, assign code enforcement staffing to assist with code enforcement activities, including but not limited to providing education to the public, issuing notices, performing field inspections, issuing citations, arranging for abatement warrants, organizing abatement work.
V. PROPOSAL CONTENTS
All proposals shall be submitted in the format outlined herein. Any proposal that does not comply with the requirements in the sole opinion of the City, may be rejected. The City of Pinole will receive competitive proposal from the consultants having specific experience and qualifications in the areas identified in this RFP. Under competitive negotiations procedures, the terms of the service contract, the price of service, the method of service delivery and the conditions of performance are all negotiable. A negotiated contract will be awarded to the vendor that best meets the proposed needs at a reasonable price, not necessarily the lowest price. To be considered for selection, submit the following information in keeping with the following format and identifying each item by number and letter:
A. Table of Contents
For organization purposes, prepare a table of contents that identifies the page numbers of where to find the various sections included in the proposal.
798
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B. Cover Letter
Provide a Cover Letter d escribing the Consultant’s experience, providing a statement of qualifications for performing the requested services, and a summary of the respondent’s understanding of the scope of services, in addition to the following:
• Firm Information: State the name, address, telephone number, website address • Year Firm Established: List the year the firm was established. • Primary Contacts within the Firm: List the firm’s owner and the primary contacts within the company.
Include title, telephone number and e-mail address for each. Indicate which person will be the contact for the RFP process.
• Number of Employees in Firm: Indicate total number of employees for all locations of the firm. • Consultant Specialties: List the type(s) of work the firm specializes in. • Electronic Plan Review: Describe your abilities to accept and conduct reviews on electronic plan review submittals.
• Qualifications and Personnel: Professional background and qualifications, including Consultant’s resources, experience and demonstrated ability to perform the scope of work. This section must include an organizational chart to identify the staff who will perform the required work, corresponding resumes and professional licenses.
C. Experience, Qualifications and References
List up to five (5) projects, starting with the most recent, that the professional personnel of your firm have worked within the past 5 years. Provide the year the project was performed, the name of the municipality and location (city or county), the owner’s name, address, and contact name and phone number, and the scope of work performed. Other related experience may be included. Provide a summary of Consultant’s experience in providing these or similar services. Provide a minimum of three (3) references for projects or services similar in nature and scope that Consultant’s team members have completed in the last five (5) years. Include brief descriptions of the projects, dates, client names and contact persons’ names, addresses and telephone numbers. Include the contract amount, final cost, time to completion, and identify if the contract is active. Describe any other facets of the Firm’s experience that are relevant to this proposal that warrants consideration.
D. Services Understanding
Based on the available information, supplemental research, field observations, and experience with similar services, provide a narrative describing Consultant’s understanding of the services requested in this RFP, the general approach and any major challenges to achieving the City’s stated goals. Include any issues that Consultant believes will require special consideration. Also identify any unique approaches or strengths that Consultant may have related to the services proposed.
Provide the following information on your approach to completing the scope of services:
1. The tasks and narrative of Consultant will comply with the scope of work, and what special services and products Consultant requires to meet City needs.
2. A description of how Consultant provides the desired services and quality control to assure adequate level of service and successful project completion and management.
3. A statement indicating the firm is independent, properly licensed to practice in California, and has no conflict of interest with regard to any other work performed by the firm for the City. 799
PAGE 10
4. A discussion shall be included on the transitioning of the work from the City’s current Consultant to new Consultant(s), if applicable.
5. A discussion of how after-office hours or emergency response services will be provided, if required.
6. A discussion of the breadth of plan check services that the firm has to offer (e.g. building, plumbing, electrical, mechanical, grading and drainage, industrial waste).
7. Provide a Service Plan for plan check services which describes the process for, tracking submittals, routing plans, reviewing plans, and communicating with applicants and staff.
8. List typical notification time required for the Consultant to provide staffing augmentation for the City.
9. Indicate the turnaround time in terms of working days for a first-cycle check and subsequent cycles of review. The turnaround time should be measured from the time a plan is received and sent back. A table similar to the following shall be submitted:
Type of Project Turnaround
Time – First
Cycle of
Review
Turnaround
Time –
Second Cycle
of Review
Turnaround
Time – Third
Cycle of
Review
Turnaround
Time – Forth
Cycle of
Review (and
so on)
Residential
New Construction –
Single Family
[#] Working
Days
[#] Working
Days
[#] Working
Days
[#] Working
Days
New Construction –
Multifamily
[#] Working
Days
[#] Working
Days
[#] Working
Days
[#] Working
Days
Addition [#] Working
Days
[#] Working
Days
[#] Working
Days
[#] Working
Days
Remodel [#] Working
Days
[#] Working
Days
[#] Working
Days
[#] Working
Days
Non-
Residentia
New Construction [#] Working
Days
[#] Working
Days
[#] Working
Days
[#] Working
Days
Addition [#] Working
Days
[#] Working
Days
[#] Working
Days
[#] Working
Days
Remodel/ Tenant
Improvement
[#] Working
Days
[#] Working
Days
[#] Working
Days
[#] Working
Days
E. Cost, Rate and Service Structure
Provide a fee schedule for all products and services to be delivered, and a breakdown of costs delineated by tasks as described in your service plan. Define any reimbursable expenses requested to be paid by the City. Include the following, as applicable in responding to various scopes of work in this proposal:
1. Plan Check: Indicate fee as a percentage of the City’s collected plan check fee of a first cycle plan check plus additional rounds of plan check (indicate number of rounds inclusive in fee). i. This fee should include all applicable fees, including use of electronic routing software, shipping and courier service (if applicable).
ii. This fee should include allowance for a meeting with plan check staff, applicant and City staff, at the Building Official’s discretion, if plan check goes beyond the number of rounds inclusive in fee.
For example, if the plan check fee includes three rounds of review, upon conclusion of the third round, if comments are still outstanding, the Building Official may organize a meeting with the applicant and plan check staff to discuss remaining comments in order to expedite fourth cycle of review, and the fee structure should allow for this meeting without additional fees from the 800
PAGE 11
applicant.
iii. Fee Option for Expedited Plan Check: Indicate additional options for expedited plan check, including fee and turnaround time for each type of project. iv. Include all related fees for Fire Plan check.
2. Fee Structure for ICC Certified Building Inspectors or other contractual building services including code enforcement or permit counter services. This rate shall be an all-inclusive rate. Overtime policies should be clearly listed.
F. Required Statements/Documents
Include statements of assurance regarding the following requirements:
1. Disclose any actual, apparent, direct or indirect, or potential conflicts of interest that may exist with respect to the firm, management, or employees of the firm relative to the services to be provided under the Agreement. Consultant must disclose any real or apparent conflict of interest associated with this project or with working for the City of Pinole. If a Consultant has no conflicts of interest, a statement to that effect shall be included in the Proposal.
2. Ability and agreement to fulfill the indemnification and insurance requirements contained in the sample contract.
3. A statement that nothing contained in the submitted proposal will be proprietary.
4. Acknowledgement that the Consultant understands that all documents submitted to the City in connection with the proposal are subject to the California Public Records Act and may be disclosed without notice to the Consultant.
5. A description of any and all proposed exceptions, alterations or amendments to the Scope of Services or other requirements of this RFP, including the Sample Contract (Attachment B).
6. List and explain any pending bankruptcies, liens, stop payment notices, judgments, lawsuits, arbitrations, mediations, foreclosures, and any similar actions filed or resolved in the past seven (7) years. Please indicate whether a client has ever terminated a contract for breach, and if so, please explain.
VI. GENERAL TERMS AND CONDITIONS
1. The City is not liable for any expenses incurred by any proposer prior to issuing the contract.
2. The consultant, once selected, is required to submit monthly billings.
3. The consultant selected for the project must obtain a City business tax certificate and maintain liability and workers compensation insurance coverage in accordance with the City Professional Services Agreement template, attached.
4. All work product generated by the Agreement will be owned by the City.
5. This solicitation for proposals does not commit the City to enter a contract or to pay any costs incurred in the preparation of the proposal.
6. The City reserves the right to accept or reject any and all proposals, and to negotiate with any and all qualified consultants, or to cancel in part or in its entirety this RFP.
7. The City reserves the right to accept any proposal received, to reject any or all proposals, in whole or in part, to waive irregularities, formalities, or both, as deemed appropriate, to request 801
PAGE 12
clarification of any submittal, and to negotiate with the preferred Consultant to provide the requested services.
8. The City hereby notifies all consultants that no person will be excluded from participation in, denied any benefits of, or otherwise discriminated against in connection with the award and performance of any contract on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, or veteran status.
9. Once the consultant is selected, the City and the consultant will execute the City’s Professional Services Agreement, which will set forth the scope of work, the estimated time schedule, and the applicable rates and reimbursements.
10. All proposals submitted in response to this RFP will become the property of the City upon submission and a matter of public record pursuant to applicable law (including the California Public Records Act, Government Code section 6250 and following). The City reserves the right to make copies of all proposals available for inspection and copying by interested members of the public as records of the City and the City will be under no obligation to the consultant to withhold such records. Insofar as a proposals contains information that the consultant regards as proprietary and confidential, it is the responsibility of the consultant (and not the City) to specifically identify which items of information are proprietary and clearly identify in writing which specific pieces of information are proprietary.
It will be insufficient for the consultant to merely identify the entire proposal or an entire page or set of pages of proprietary information. Not-to-exceed sums, hourly rates and the like that may be set forth in the proposal will not constitute proprietary information nor will any information readily available to the general public or any other information not regarded as proprietary and confidential under federal or state law.
ADDRESS PROPOSALS AND QUESTIONS TO:
Lilly Whalen
Community Development Director
[email protected]
(510) 724-9832
All proposals must remain firm for a period of ninety (90) days following the last day to accept proposals.
PROPOSALS ARE DUE ON October 25, 2022 BY 5PM
SUBMIT VIA EMAIL ONLY TO:
[email protected]
802
ATTACHMENT A: City of Pinole Historical Permitting Data
803
ATTACHMENT A: City of Pinole Historical Permitting Data
Figure 2: Total Building Permits Applications by
Calendar Year
Figure 3: Distribution of Major Building Permit
Application Types by Calendar Year
Figure 4: Distribution of Permit Application Types in by Calendar Year and Quarter
624 631
796
604
761
0 100
200
300
400
500
600
700
800
900
2017 2018 2019 2020 2021
NUMBER OF PERMIT APPLICATIONS
CALENDAR YEAR
Total Building Permit Applications
614
562
722
555
721
10 69 74 49 40
0 100
200
300
400
500
600
700
800
2017 2018 2019 2020 2021
Number of Building Permits
CALENDAR YEAR
Residential
Commercial
23 14 13 11 19 10 16 10 16 20 27 16 13 22 25 26 28 12
70 145
72 105 82
112
65 119
97 123 142
95 66 52
89 73 79 83 84
90 12
7 19
17 25
6 23
19 24
38 27
25 16
27 26 30 25 29
23 17
10 18
18 24
21 25
26 27
37 21
18 17
18 25 19 13 26
283
2 3
9 8
6 15
8 11
16 12
18 13
19 26 20 24 17
35 0
50 100
150
200
250
300
Jan-Mar
Apr-Jun
Jul-Sep
Oct-Dec
Jan-Mar
Apr-Jun
Jul-Sep
Oct-Dec
Jan-Mar
Apr-Jun
Jul-Sep
Oct-Dec
Jan-Mar
Apr-Jun
Jul-Sep
Oct-Dec
Jan-Mar
Apr-Jun
Jul-Sep
2017 2018 2019 2020 2021
number of permits
CALENDAR YEAR AND QUARTER
Solar
Building
Mechanical
Plumbing
Electrical
804
ATTACHMENT A: City of Pinole Historical Permitting Data Figure 5: Total Project Valuation by Calendar Year
Figure 6: Number of Third-Party Projects Plan Checked by Calendar Year
Figure 7: Number of Building Inspections by Calendar Year
$13,161,968.13
$8,663,716.96
$9,792,429.13
$11,431,448.57
$10,450,567
$0.00
$2,000,000.00
$4,000,000.00
$6,000,000.00
$8,000,000.00
$10,000,000.00
$12,000,000.00
$14,000,000.00
2017 2018 2019 2020 2021
PROJECT VALUATION
CALENDAR YEAR
106
109
73 0 20 40 60 80 100 120
2020
2021
2022 (through mid-September)
NUMBER OF THIRD-PARTY PROJECTS PLAN CHECKED
CALENDAR YEAR
1368
2384 2295
1778
2314
0 500
1000
1500
2000
2500
3000
2017 2018 2019 2020 2021
NUMBER OF INSPECTIONS CALENDAR YEAR
Number of Inspections
805
ATTACHMENT B: Major Development Projects in Pipeline
806
ATTACHMENT B: Major Projects in Pipeline
Project
Name
Address Use Status No. of
Stories
No.
of
Units
Notes
Vista Woods
Apartments
600
Roble
Avenue
Residential Entitled, building
permit issued
and in
construction; pre-
leasing
expected in
early 2024
4 179 100% Senior,
100%
affordable. 16
studio
apartments, 127
one-bedroom
apartments, 34
two-bedroom
apartments and
two manager
apartments.
Appian
Village
Condominiums
2151
Appian
Way
Residential Entitled, issuance
of demolition
permit is
pending;
building permit
submittal
pending
(expected in
winter
2022/23);
anticipated that
construction will
begin in
Spring/Summer
of 2023 and
continue for a
duration of 3
years
3 154 Ownership units,
20%
affordability.
The project
consists of the
demolition of the
existing vacant
Doctors Medical
Center Pinole
Campus buildings
and all
associated
improvements
and the
development of
26 new three-
story residential
buildings
containing 154
units, as well as
associated site
improvements on
7.38-acre site.
BCRE Mixed-
Use Office
and
Residential
2801
Pinole
Valley
Road
Residential/
Office/
Commercial
Entitled,
applicant is
working on
construction
documentation,
anticipate
building permit
to be applied
for in late 2022
or early 2023
5 29 Mixed use
project,
apartments will
have 15%
affordability.
Project includes
an addition to
the existing
office commercial
building and a
new multifamily
apartment
building
containing 29
units, as well as
associated
improvements, at
the rear of 1.74-
acre lot.
807
ATTACHMENT B: Major Projects in Pipeline
Project
Name
Address Use Status No. of
Stories
No.
of
Units
Notes
SAHA
Veteran’s
Housing
811 San
Pablo
Avenue
Residential Entitled,
applicant is
working on
financing and
construction
documentation;
anticipate
building permit
to be applied
for early in
2023, with
construction
possibly in 2024
4 33 33-unit
affordable
housing apartment
complex, as well
as associated site
improvements on
0.61-acre site.
Pinole
Vista
Apartments
1500
Fitzgerald
Residential Not entitled. City
Council will
review
entitlements on
October 18 and
may take action
at that point
5 223 Demolition of the
existing vacant K-
Mart building and
development of a
new five-story
residential
building
containing 223
units, as well as
associated site
improvements on
5.93-acre site.
15%
affordability.
Pinole
Shores II
830-848
San
Pablo
Avenue
Industrial/
Warehousing
Not entitled.
Project is in
completeness
review with
Planning.
Entitlement
hearings
expected in
January –
February 2023
with construction
documentation
following
2 n/a Construction of
two industrial
buildings totaling
approximately
118,312 square
feet
808
ATTACHMENT C: Sample Professional Services Contract
809
Sample Consulting Services Agreement between City of Pinole and [CONSULTANT]
[DATE]
CONSULTING SERVICES AGREEMENT
BETWEEN THE CITY OF PINOLE AND
[NAME OF CONSULTANT]
THIS AGREEMENT for consulting services is made by and between the City of Pinole (“City”) and (“Consultant”) (together sometimes referred to as the “Parties”) as of , 20 (the “Effective Date”) in Pinole, California.
Section 1. SERVICES. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in the Scope of Work attached as Exhibit A at the time and place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit A, the Agreement shall prevail.
1.1 Term of Services. The term of this Agreement shall begin on the Effective Date and shall end on , and Consultant shall complete the work described in Exhibit A by that date, unless the term of the Agreement is otherwise terminated or extended, as provided for in Section 8. The time provided to Consultant to complete the services required by this Agreement shall not affect the City’s right to terminate the Agreement, as provided for in Section 8.
1.2 Standard of Performance. Consultant shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which Consultant is engaged in the geographical area in which Consultant practices its profession. Consultant shall prepare all work products required by this Agreement in a professional manner and shall conform to the standards of quality normally observed by a person practicing in Consultant's profession.
1.3 Assignment of Personnel. Consultant shall assign only competent personnel to perform services pursuant to this Agreement. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Consultant shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons.
1.4 Time. Consultant shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance provided in Section 1.1 above and to satisfy Consultant’s obligations hereunder.
Section 2. COMPENSATION. City hereby agrees to pay Consultant an amount not to exceed , for all work set forth in Exhibit A and all reimbursable expenses incurred in performing the work. In the event of a conflict between this Agreement and Consultant’s proposal regarding the amount of compensation, the Agreement shall prevail. City shall pay Consultant for services rendered pursuant to this Agreement at the time and in the manner set forth herein. The payments specified below shall be the only payments from City to Consultant for services rendered pursuant to this Agreement.
810
Sample Consulting Services Agreement between City of Pinole and [CONSULTANT]
[DATE]
Consultant shall submit all invoices to City in the manner specified herein. Except as specifically authorized by City, Consultant shall not bill City for duplicate services performed by more than one person.
Consultant and City acknowledge and agree that compensation paid by City to Consultant under this Agreement is based upon Consultant’s estimated costs of providing the services required hereunder, including salaries and benefits of employees and subcontractors of Consultant. Consequently, the parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Consultant and its employees, agents, and subcontractors may be eligible. City therefore has no responsibility for such contributions beyond compensation required under this Agreement.
2.1 Invoices. Consultant shall submit invoices, not more often than once a month during the term of this Agreement, based on the cost for services performed and reimbursable costs incurred prior to the invoice date. Invoices shall contain the following information:
▪ Serial identifications of progress bills; i.e., Progress Bill No. 1 for the first invoice, etc.;
▪ The beginning and ending dates of the billing period; ▪ A Task Summary containing the original contract amount, the amount of prior billings, the total due this period, the balance available under the Agreement, and the percentage of completion;
▪ At City’s option, for each work item in each task, a copy of the applicable time entries or time sheets shall be submitted showing the name of the person doing the work, the hours spent by each person, a brief description of the work, and each reimbursable expense;
▪ The total number of hours of work performed under the Agreement by Consultant and each employee, agent, and subcontractor of Consultant performing services hereunder, as well as a separate notice when the total number of hours of work by Consultant and any individual employee, agent, or subcontractor of Consultant reaches or exceeds 800 hours, which shall include an estimate of the time necessary to complete the work described in Exhibit A;
▪ The Consultant’s signature.
2.2 Monthly Payment. City shall make monthly payments, based on invoices received, for services satisfactorily performed, and for authorized reimbursable costs incurred. City shall have 30 days from the receipt of an invoice that complies with all of the requirements above to pay Consultant.
2.3 Final Payment. City shall pay the last 10% of the total sum due pursuant to this Agreement within sixty (60) days after completion of the services and submittal to City of a final invoice, if all services required have been satisfactorily performed.
2.4 Total Payment. City shall pay for the services to be rendered by Consultant pursuant to this Agreement. City shall not pay any additional sum for any expense or cost whatsoever
incurred by Consultant in rendering services pursuant to this Agreement. City shall make no payment for any extra, further, or additional service pursuant to this Agreement. 811
Sample Consulting Services Agreement between City of Pinole and [CONSULTANT]
[DATE]
In no event shall Consultant submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entire Agreement, unless the Agreement is modified prior to the submission of such an invoice by a properly executed change order or amendment.
2.5 Hourly Fees. Fees for work performed by Consultant on an hourly basis shall not exceed the amounts shown on the following fee schedule attached hereto as Exhibit B.
2.6 Reimbursable Expenses. Reimbursable expenses are specified in Exhibit B, and shall not exceed ($ ). Expenses not listed in Exhibit B are not chargeable to City. Reimbursable expenses are included in the total amount of compensation provided under this Agreement that shall not be exceeded.
2.7 Payment of Taxes. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes.
2.8 Payment upon Termination. In the event that the City or Consultant terminates this Agreement pursuant to Section 8, the City shall compensate the Consultant for all outstanding costs and reimbursable expenses incurred for work satisfactorily completed as of the date of written notice of termination. Consultant shall maintain adequate logs and timesheets in order to verify costs incurred to that date.
2.9 Authorization to Perform Services. The Consultant is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator.
Section 3. FACILITIES AND EQUIPMENT. Except as set forth herein, Consultant shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this Agreement. City shall make available to Consultant only the facilities and equipment listed in Exhibit C, and only under the terms and conditions set forth therein.
Section 4. INSURANCE REQUIREMENTS. Before beginning any services under this Agreement, Consultant, at its own cost and expense, shall procure the types and amounts of insurance specified herein and maintain that insurance throughout the term of this Agreement. The cost of such insurance shall be included in the Consultant’s bid or proposal. Consultant shall be fully responsible for the acts and omissions of its subcontractors or other agents.
4.1 Workers’ Compensation. Consultant shall, at its sole cost and expense, maintain Statutory Workers’ Compensation Insurance and Employer’s Liability Insurance for any and all persons employed directly or indirectly by Consultant in the amount required by applicable law. The requirement to maintain Statutory Workers’ Compensation and Employer’s Liability Insurance may be waived by the City upon written verification that Consultant is a sole proprietor and does not have any employees and will not have any employees during the term of this Agreement.
4.2 Commercial General and Automobile Liability Insurance.
812
Sample Consulting Services Agreement between City of Pinole and [CONSULTANT]
[DATE]
4.2.1 General requirements. Consultant, Consultant, at its own cost and expense, shall maintain commercial general and automobile liability insurance for the term of this Agreement in an amount not less than TWO MILLION DOLLARS ($2,000,000) per occurrence and FOUR MILLION DOLLARS ($4,000,000) aggregate, combined single limit coverage for risks associated with the work contemplated by this Agreement.
4.2.2 Minimum scope of coverage. Commercial general coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (most recent edition) covering comprehensive General Liability on an “occurrence” basis. Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (most recent edition) covering any auto (Code 1), or if Consultant has no owned autos, hired (code 8) and non- owned autos (Code 9). No endorsement shall be attached limiting the coverage.
4.2.3 Additional requirements. Each of the following shall be included in the insurance coverage or added as a certified endorsement to the policy:
a. The Commercial General and Automobile Liability Insurance shall cover on an occurrence basis.
b. City, its officers, officials, employees, agents, and volunteers shall be covered as additional insureds for liability arising out of work or operations on behalf of the Consultant, including materials, parts, or equipment furnished in connection with such work or operations; or automobiles owned, leased, hired, or borrowed by the Consultant. Coverage can be provided in the form of an endorsement to the Consultant’s insurance at least as broad as CG 20 10 11 85, or both CG 20 10 10 01 and CG 20 37 10 01. c. For any claims related to this Agreement or the work hereunder, the Consultant’s insurance covered shall be primary insurance as respects the City, its officers, officials, employees, agents, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers shall be excess of the Consultant’s insurance and non-contributing.
d. The policy shall cover inter-insured suits and include a “separation of Insureds” or “severability” clause which treats each insured separately. e. Consultant agrees to give at least 30 days prior written notice to City before coverage is canceled or modified as to scope or amount.
4.3 Professional Liability Insurance.
4.3.1 General requirements. Consultant, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability insurance for licensed professionals performing work pursuant to this Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000) per occurrence or claim covering the Consultant’s errors and omissions.
4.3.2 Claims-made limitations. The following provisions shall apply if the professional liability coverage is written on a claims-made form:
a. The retroactive date of the policy must be shown and must be before the date of the Agreement.
813
Sample Consulting Services Agreement between City of Pinole and [CONSULTANT]
[DATE]
b. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the Agreement or the work.
c. If coverage is canceled or not renewed and it is not replaced with another claims-made policy form with a retroactive date that precedes the date of this Agreement, Consultant must provide extended reporting coverage for a minimum of five (5) years after completion of work under this Agreement.
d. A copy of the claim reporting requirements must be submitted to the City prior to the commencement of any work under this Agreement.
4.4 All Policies Requirements.
4.4.1 Submittal Requirements. Consultant shall submit the following to City prior to beginning services:
a. Certificate of Liability Insurance in the amounts specified in this Agreement; and
b. Additional Insured Endorsement as required for the General Commercial and Automobile Liability Polices.
4.4.2 Acceptability of insurers. All insurance required by this section is to be placed with insurers with a Bests' rating of no less than A:VII.
4.4.3 Deductibles and Self-Insured Retentions. Insurance obtained by the Consultant shall have a self-insured retention or deductible of no more than ONE HUNDRED THOUSAND DOLLARS ($100,000).
4.4.4 Wasting Policies. No policy required herein shall include a “wasting” policy limit (i.e. limit that is eroded by the cost of defense).
4.4.5 Waiver of Subrogation. Consultant hereby agrees to waive subrogation which any insurer or contractor may require from Consultant by virtue of the payment of any loss. Consultant agrees to obtain any endorsements that may be necessary to effect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
4.4.6 Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein, and Consultant shall ensure that City, its officers, officials, employees, agents, and volunteers are covered as additional insured on all coverages.
4.4.7 Excess Insurance. If Consultant maintains higher insurance limits than the minimums specified herein, City shall be entitled to coverage for the higher limits maintained by the Consultant.
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4.5 Remedies. In addition to any other remedies City may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option: 1) obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement; 2) order Consultant to stop work under this Agreement and withhold any payment that becomes due to Consultant hereunder until Consultant demonstrates compliance with the requirements hereof; and/or 3) terminate this Agreement.
Section 5. INDEMNIFICATION AND C ONSULTANT’S R ESPONSIBILITIES.
5.1 General Indemnification. To the fullest extent permitted by law, Contractor shall defend, indemnify and hold City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any alleged negligent acts, omissions or willful misconduct of Contractor, its officials, officers, employees, agents, subcontractors and subcontractors arising out of or in connection with the performance of the Services, the Project or this Agreement, including without limitation the payment of all consequential damages, attorneys’ fees and other related costs and expenses.
Contractor shall defend, at Contractor's own cost, expense and risk, any and all such aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against City, its directors, officials, officers, employees, agents or volunteers.
Contractor shall pay and satisfy any judgment, award or decree that may be rendered against City or its directors, officials, officers, employees, agents or volunteers, in any such suit, action or other legal proceeding. Contractor shall reimburse City and its directors, officials, officers, employees, agents and/or volunteers, for any and all legal expenses and costs, including reasonable attorneys’ fees, incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Contractor's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by City or its directors, officials, officers, employees, agents or volunteers. Notwithstanding the foregoing, to the extent Contractor's Services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor. This Section 5.1 shall survive any expiration or termination of this Agreement.
5.2 PERS Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.
Section 6. STATUS OF CONSULTANT.
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6.1 Independent Contractor. At all times during the term of this Agreement, Consultant shall be an independent contractor and shall not be an employee of City. City shall have the right to control Consultant only insofar as the results of Consultant's services rendered pursuant to this Agreement and assignment of personnel pursuant to Subparagraph 1.3; however, otherwise City shall not have the right to control the means by which Consultant accomplishes services rendered pursuant to this Agreement. Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any and all claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System (PERS) as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits.
6.2 Consultant No Agent. Except as City may specify in writing, Consultant shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Consultant shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever.
Section 7. LEGAL REQUIREMENTS.
7.1 Governing Law. The laws of the State of California shall govern this Agreement.
7.2 Compliance with Applicable Laws. Consultant and any subcontractors shall comply with all laws applicable to the performance of the work hereunder.
7.3 Other Governmental Regulations. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Consultant and any subcontractors shall comply with all applicable rules and regulations to which City is bound by the terms of such fiscal assistance program.
7.4 Licenses and Permits. Consultant represents and warrants to City that Consultant and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally required to practice their respective professions. Consultant represents and warrants to City that Consultant and its employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions. In addition to the foregoing, Consultant and any subcontractors shall obtain and maintain during the term of this Agreement valid Business Licenses from City.
7.5 Pinole Business License. Consultant shall obtain a City of Pinole business license according to the terms of Title 5 of the City of Pinole Municipal Code and deliver to City proof of such business license prior to beginning work under this Agreement. Work under this Agreement cannot begin until the City receives proof that Consultant has obtained a City of Pinole business license.
7.6 Nondiscrimination and Equal Opportunity. Consultant shall not discriminate, on the basis of a person’s race, religion, color, national origin, age, physical or mental handicap or 816
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disability, medical condition, marital status, sex, or sexual orientation, against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided by Consultant under this Agreement. Consultant shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement, including but not limited to the satisfaction of any positive obligations required of Consultant thereby.
Consultant shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator or this Agreement.
Section 8. TERMINATION AND MODIFICATION.
8.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Consultant.
In the event of termination, Consultant shall be entitled to compensation for services performed to the effective date of termination; City, however, may condition payment of such compensation upon Consultant delivering to City any or all documents, photographs, computer software, video and audio tapes, and other materials provided to Consultant or prepared by or for Consultant or the City in connection with this Agreement.
8.2 Extension. City may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Subsection 1.1. Any such extension shall be specified in writing by the City. Consultant understands and agrees that if City issues such an extension, City shall have no obligation to provide Consultant with compensation beyond the maximum amount provided for in this Agreement. Similarly, unless authorized
by the City, City shall have no obligation to reimburse Consultant for any otherwise reimbursable expenses incurred during the extension period.
8.3 Amendments. The parties may amend this Agreement only by a writing signed by all the parties.
8.4 Assignment and Subcontracting. City and Consultant recognize and agree that this Agreement contemplates personal performance by Consultant and is based upon a determination of Consultant’s unique professional competence, experience, and specialized professional knowledge. Moreover, a substantial inducement to City for entering into this Agreement was and is the personal reputation and competence of Consultant. Consultant may not assign this Agreement or any interest therein without the prior written approval of the City. Consultant shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in the proposal, without prior written approval of the City.
8.5 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City and Consultant shall survive the termination of this Agreement.
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8.6 Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, City’s remedies shall included, but not be limited to, the following:
8.6.1 Immediately terminate the Agreement;
8.6.2 Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement;
8.6.3 Retain a different consultant to complete the work described in Exhibit A not finished by Consultant; or
8.6.4 Charge Consultant the difference between the cost to complete the work described in Exhibit A that is unfinished at the time of breach and the amount that City would have paid Consultant pursuant to Section 2 if Consultant had completed the work.
Section 9. KEEPING AND STATUS OF RECORDS.
9.1 Rec ords Created as Part of Consultant’s Performan ce. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that Consultant prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the City. Consultant hereby agrees to deliver those documents to the City upon termination of the Agreement. It is understood and
agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for the City and are not necessarily suitable for any future or other use. City and Consultant agree that, until final approval by City, all data, plans, specifications, reports and other documents are confidential and will not be released to third parties without prior written consent of both parties.
9.2 Consultant’s Books and Rec ords. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the City under this Agreement for a minimum of three (3) years, or for any longer period required by law, from the date of final payment to the Consultant to this Agreement.
9.3 Inspection and Audit of Records. Any records or documents that Section 9.2 of this Agreement requires Consultant to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of the City. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds TEN THOUSAND DOLLARS ($10,000.00), the Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of the City, for a period of three (3) years after final payment under the Agreement.
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Section 10 MISCELLANEOUS PROVISIONS.
10.1 Attorneys’ Fees. If a party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing party shall be entitled to reasonable attorneys’ fees in addition to any other relief to which that party may be entitled. The court may set such fees in the same action or in a separate action brought for that purpose.
10.2 Venue. In the event that either party brings any action against the other under this Agreement, the parties agree that trial of such action shall be vested exclusively in the state courts of California in the County of Contra Costa or in the United States District Court for the Northern District of California.
10.3 Severability. If a court of competent jurisdiction finds or rules that any provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement.
10.4 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver of any other breach of that term or any other term of this Agreement.
10.5 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the parties.
10.6 Use of Recycled Products. Consultant shall endeavor to prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper.
10.7 Conflict of Interest. Consultant may serve other clients, but none whose activities within the corporate limits of City or whose business, regardless of location, would place Consultant in a “conflict of interest,” as that term is defined in the Political Reform Act, codified at California Government Code Section 81000 et seq.
Consultant shall not employ any City official in the work performed pursuant to this Agreement. No officer or employee of City shall have any financial interest in this Agreement that would violate California Government Code Sections 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 the City. If Consultant was an employee, agent, appointee, or official of the 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 services performed pursuant to this Agreement, including reimbursement of expenses, and Consultant will be required to reimburse the City for any sums paid to the Consultant. Consultant 819
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understands that, in addition to the foregoing, it may be subject to criminal prosecution for a violation of Government Code § 1090 and, if applicable, will be disqualified from holding public office in the State of California.
Consultant will comply with all conflict of interest laws and regulations including, without limitation, City’s Conflict of Interest Code (on file in the City Clerk’s Office). It is incumbent upon the Consultant or Consultant’s firm to notify the City pursuant to section 10.10 Notices of any staff changes relating to this Agreement.
a. In accomplishing the scope of services of this Agreement, all officers, employees and/or agents of Consultant(s), unless as indicated in Subsection b., will be performing a very limited and closely supervised function, and, therefore, are unlikely to have a conflict of interest arise. No disclosures are required for any officers, employees, and/or agents of Consultant, except as indicated in Subsection b.
Initialed by City Attorney’s Office
b. In accomplishing the scope of services of this Agreement, Consultant(s) will be performing a specialized or general service for the City, and there is substantial likelihood that the Consultant’s work product will be presented, either written or orally, for the purpose of influencing a governmental decision. As a result, the following Consultant(s) shall be subject to the Disclosure Category “1-5” of the City’s Conflict of Interest Code:
10.8 Solicitation. Consultant agrees not to solicit business at any meeting, focus group, or interview related to this Agreement, either orally or through any written materials.
10.9 Contract Administration. This Agreement shall be administered by who shall act as the City’s representative. All
correspondence shall be directed to or through or his or her designee.
10.10 Notices. Any written notice to Consultant shall be sent to:
Any written notice to City shall be sent to:
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10.11 Professional Seal. Where applicable in the determination of the City, the first page of a technical report, first page of design specifications, and each page of construction drawings shall be stamped/sealed and signed by the licensed professional responsible for the report/design preparation.
10.12 Integration; Incorporation. This Agreement, including all the exhibits attached hereto, represents the entire and integrated agreement between City and Consultant and supersedes all prior negotiations, representations, or agreements, either written or oral.
All exhibits attached hereto are incorporated by reference herein.
10.13 Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement.
The Parties have executed this Agreement as of the Effective Date.
CITY OF PINOLE CONSULTANT
Attest:
821
OCTOBER 25, 2022
PROPOSAL TO PROVIDE
PLAN CHECK AND
ON-CALL STAFFING SERVICES
FOR THE
CITY OF PINOLE
COMMUNITY DEVELOPMENT DEPARTMENT
Submitted By:
EXHIBIT B
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PROPOSAL TO PROVIDE
PLAN CHECK AND ON-CALL STAFFING SERVICES
FOR THE
CITY OR PINOLE
SECTION A
TABLE OF CONTENTS
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SECTION A
Table of Contents
1 SECTION B
Cover Letter
Resumes
2‐6
SECTION C
Experience, Qualifications and References
7‐11
SECTION D
Services Understanding
12‐19
SECTION E
Cost, Rate and Service Structure
20‐23
SECTION F
Required Statements / Documents
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PROPOSAL TO PROVIDE
PLAN CHECK AND ON-CALL STAFFING SERVICES
FOR THE
CITY OR PINOLE
SECTION B
COVER LETTER
RESUMES
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Engineering Construction Management Inspection Plan Check Planning
2126 Rheem Drive Pleasanton, CA 94588 Phone (925) 462-5959 Fax (925) 462-5958 8896 North Winding Way Fair Oaks, CA 95628 Phone (916) 965-0010 Fax (916) 965-0013
City of Pinole October 25, 2022
Community Development Department
2131 Pear Street
Pinole, CA 94965
Attn: Lilly Whalen, Community Development Director
RE: Proposal to Provide Plan Check and On‐Call Staffing Services.
Dear Ms. Whalen,
4LEAF, Inc. (4LEAF), a California “C” Corporation established in 1999 and incorporated in 2001, is pleased to present our proposal to provide Plan Check and On‐Call Staffing Services to the City of Pinole (City). 4LEAF’s has grown to more than 400 personnel and has been providing these services to clients, incl uding for the City, throughout California for more than 21 years and is looking forward to the opportunity to renew our current contract with the City. 4LEAF is the ideal choice for the following reasons:
Familiar Consultant
4LEAF has been providing Plan Review, Inspection, and Staff Augmentation Services to the City of Pinole since 2014. Our staff and project managers have established a collaborative working relationship with the City’s Community Development Department and understands the City’s processes and procedures. 4LEAF would be humbled to extend our curr ent contract and continue to provide professional, quality services to the City.
Local Presence
4LEAF works with multiple local municipalities providing the requested services. We have the local personnel ready to service the City and are supplying services to nearby municipalities such as:
City of Benicia
City of Vallejo
City of San Pablo
City of Richmond
City of Conco rd
City of Pleasant Hill
City of Walnut Creek
City of Antioch
City of Pittsburg
City of Napa
City of Fairfield
County of Solano
County of Contra Costa
County of Alameda
County of San Joaquin
Approach
Our staff incorporates the right combination of experience, education, certifications, and registrations, allowing the 4LEAF team to provide a wide range of resources customized to the specific requirements of each client and project. You can be confident that your team will be partnering with staff that understands your department and service protocols. Our approa ch to providing professional services to the City is straight forward:
Provide qualified professionals who know how to partner successfully with the City Supply proven resources and innovative ideas
Offer resource reliability and flexibility
Communicate with the City, Developers, Contractors, Architects, and homeowners
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Proposal to Provide Plan Check and On‐Call Staffing Services to the City of Pinole 2126 Rheem Drive Pleasanton, CA 94588 Phone (925) 462-5959 Fax (925) 462-5958 8896 North Winding Way Fair Oaks, CA 95628 Phone (916) 965-0010 Fax (916) 965-0013
Full‐Service Firm
As a full‐service firm, 4LEAF can provide departmental services to aid with high project workloads that require additional staff assistance. We provide jurisdictions with Building, Planning, Public Works, and Fire Department services and have the qualified staff available to serve the City with remote, on‐site, part‐ti me, or full‐time project needs. For the scope of this contract, our services include:
o Plan Review: 4LEAF is an industry leader in Plan Review services and has a team of Structural Engineers, Green Building, Geotechnical, Solar, Accessibility Specialists (CASp), and Mechanical/Electrical/Plumbing/Fire Plans Examiners. Our team has experience working on projects including single‐ and multi‐family, commercial and industrial, tenant improvements, and additions and remodels. We provide courier services that guarante e less than 24‐hour pickup and delivery and offer electronic and expedited plan review services upon request. o Permit Technician: 4LEAF’s pool of talented professionals includes qualified and experienced permit technicians capable of providing all permit processing and counter services. 4LEAF can deploy such staff on short notice and offer training programs for department staff, if required. o CASP Plan Review and Inspection: 4LEAF has nine Certified Access Specialists on staff. We have performed CASp inspection and plan review projects and have consulted on num erous
construction projects for accessibility questions and advice for a number of our clients. o Building Inspection: We have over 200 inspectors on staff who specialize in Residential, Commercial, Industrial, Energy, Fire, ADA, Solar, and Public Works projects. We have a history of providing inspectors as‐needed for long‐ or short‐term projects, including one day assignments to cover staff training, sick days, vacation days, or spikes in perm it activity. o Fire: Our team is comprised of Fire Protection Engineers, Fire Plans Examiners, Fire Marshals, and other experts who specialize in Fire Life Safety Plan Review, Inspection, and Disaster Recovery. o Code Enforcement: 4LEAF staff have the experience working with property owners and other responsible parties to bring properties and conditions into compliance. Our Code Enforcement team is skilled in using processes including issuing administrative citations to establish whether violations of law exist on a property and ensuring compliance. Electronic Plan Review
4LEAF has successfully implemented and used Bluebeam for electronic review of files to help eliminate the use of paper and take the plan review workflow to a whole new level. 4LEAF’s offices are equipped with large scale monitors for easy review of plans. Bluebeam Revu combines powerful PDF editi ng, markup, and collaboration technology with reliable file creation.
4LEAF Management Team
President, Authorized to sign: Kevin J. Duggan
Phone: (925) 462‐5959
Email: [email protected]
Executive Project Manager: Craig Tole
Phone: (925) 580‐4055
Email: [email protected]
Director of Jurisdictional Services: Raylee Glasser, CBO Phone: (925) 708‐4209
Email: [email protected]
Director of Inspections: Mike Leontiades, CBO
Phone: (925) 681‐8842
Email: [email protected]
Director of Code Enforcement: Pete Roque
Phone: (562) 569‐0098
Email: [email protected]
Director of Planning: Daniel Hortert, AICP
Phone: (925) 708‐4209
Email: [email protected]
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Key Personnel
4LEAF understands that our role is to be an advocate on behalf of the City and represent the City ’s best interests. 4LEAF’s team will function as an extension of your staff, seamlessly integrating with the personnel and practices established by the City while adding the perspective and expertise tha t only 4LEAF can offer. Our goal is to have our staff integrate with yours and be accepted as an essential part of the City . Our team includes:
Craig Tole – Director of Development Services/Executive Project Manager Craig Tole has been the Director of the 4LEAF Development Services team for the past 16 years. He is responsible for municipal client management including staff recruitment, hiring, and placing for all building department personnel for positions such as Permit/Counter staff, Building Officials, Plans Examiners, Residential and Commercial Inspectors, and Inspection se rvices for complex commercial developer funded projects.
Raylee Glasser, CBO – Director of Jurisdictional Services/Project Manager Raylee is an ICC Certified Residential Building/Fire/Plumbing Inspector, Plans Examiner, and Permit Technician with 17+ years of Municipal Building Department experience. Raylee is responsible for training, mentoring, and placing staff to Building and Fire Departments. She currently manages a team of over twenty.
Mike Leontiades, CBO – Director of Plan Review and In
spection
As a former Building Official of the Town of Danville, Mike understands the municipal environment. Mike is responsible for a team that has collectively performed more than $16 billion of Building & Safety work. Mike will manage all Building Department requests and assist the Plan Review team on all requests made by the City.
Pete Roque – Director of Code Enforcement
Pete is a Code Enforcement expert with over 17 years of experience in the field and has served as Code Enforcement Administrator, Code Enforcement Manager, and Community Development Inspector II for multiple public agencies. Pete is skilled in Code Compliance, Emergency Management, Law Enforcement, Disaster Response, and Plan Review.
Professionals
Title Staff # Title Staff #
ICC Certified Plans Examiners 60+ ICC Certified Inspectors & IORs 200+ ICC Certified Building Officials 30+ Registered Architects 5+ Registered Engineers (PE, SE) 20+ ICC Permit Technicians 70+ Code Enforcement Staff (PC832) 25+ CASp 14
Construction Managers/Inspectors 40+ Fire Plans Examiners & Inspectors 30+
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Marcus J
t Manager
Organization Chart
Additional Staff Available
More than two hundred additional staff Available
Plan Review Engineers/AIA
Melissa Mennucci, S.E.
Anastasios Hionis, M.E., E.E.
Beng Low, M.E., S.E.
Albert Kong, S.E.
Scott Martin, P.E.
Melissa Bridges, P.E.
Stephanie Hionis, P.E.
Kathy Bucciarelli, P.E.
Albert Nissan, P.E
Ali Hekmat, P.E.
Davison Chanda, PE
Joseph Nicolas, P.E.
Sareh Deyhimi, P.E.
Liberty Jensen, P.E.
Jay Shih, P.E. CBO, CASp
Scott Johnson, S.E., CASp
Youseff A
bdou, P.E.
Yousef Marmosh, M.E.
Plans Examiners
Peter Lim, CBO
Derek Poe
Eriselda Nanchy
Ingeborg Vriend
Jerome Hoberg
Khuong Le
Jacob Padilla
Karimullah Kamran
Steve Kim
James Johnson
Permit Technicians
Chelsey Serafino
Shantelle Fuentes
Caitlin Glasser
Chelsea Serafino
Lisa Felicano
Alyssa Mendoza
Ana Ortiz
Building Inspectors
Bernie Zipay, CBO
Brent Hipsher, CBO
Chris Fowler, CBO
Bernard Zipay, CBO
Nick Henderson, CBO
Bradley Fliehmann, CBO
Liam Tierney
Jose Ramirez
Bassem Kodeih
Serafino Perrone
Farris Hix
Chuck Venook
John Riddell
Chris Wilson
Brad Fields
Mark Sherwood
Wladyslaw Grobelny
Kiely Ricardo
CASp
Brent Hipsher, CBO, CASp
David Rashe, CBO, CASp
Steven Raney CBO, CASp
Scott Johnson, S.E., CASp
Jay Shih, P.E. CBO, CASp
Doug Martin, CASp
Code Enforcement
Sarrah Patton
Anthony Mullins
Dominique Cordoba
James Casner
John (JB) Juarez
Matthew Couch
Pam Miller
Andrea Nance‐Sevilla
Eric Stephens
Jennifer Keleher
JorDann Crawford
Raylee Glasser, CBO
Project Manager /
Director of Jurisdictional Services
Mike Leontiades, CBO
Director of Operations /
Inspection Services
Craig Tole
Executive Project Manager /
Director of Development Services
Pete Roque
Director of
Code Enforcement
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Proposal to Provide Plan Check and On‐Call Staffing Services to the City of Pinole 2126 Rheem Drive Pleasanton, CA 94588 Phone (925) 462-5959 Fax (925) 462-5958 8896 North Winding Way Fair Oaks, CA 95628 Phone (916) 965-0010 Fax (916) 965-0013
Leadership / Primary Contact
The contract with the City of Pinole will be managed by Craig Tole. Craig has a proven record of success working cities and counties throughout California. Craig can be contacted at:
President
4LEAF, Inc.
Executive Project Manager/
Director of Development Services
4LEAF
Local Office
Kevin J. Duggan
Office: (925) 462‐5959
Email: [email protected]
Craig Tole
Office: (925) 462‐5959
Mobile: (925) 580‐4055
Email: [email protected]
2126 Rheem Drive
Pleasanton, CA 94588
Phone: (925) 462‐5959
Website: 4LEAFINC.COM
We appreciate this opportunity to present our proposal. This proposal shall remain firm for a period of ninety (90) days following the last day for
proposals to be accepted. Should you have any questions, please do not hesitate to reach out using the contact information above.
Respectfully submitte d,
Kevin J. Duggan
President
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Raylee Glasser, CBO
Director of Jurisdictional Services
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Experience Summary
Raylee is an ICC Certified Building Official, Residential Building/Fire/Plumbing Inspector, Plans Examiner, and Permit Technician with ICC. With 18+ years of Municipal Building Department experience, Raylee has promoted throughout the ranks of the Building Department to include Permit Technician, Permit Center Manager, Building Inspector, and Building Official. Raylee also created 4LEAF’s internal EZPlan Review Portal used by our clients and spearheaded the creation and implementation of our process improvement and staff augmentation scope.
Select Work Experience
4LEAF, Inc. – Pleasanton, CA
Director of Jurisdictional Services
9/2017 - Present
Raylee has been 4LEAF ’s Director of Jurisdictional Services since 2017 where she handles management of plan review, inspection, and consulting services for numer ous 4LEAF clients. She also spearheads 4LEAF ’s effort to train, mentor, and place Permit and Engineering Technicians to Building and Public Works Departments through out Northern Ca lifornia.
Raylee has even consulted with different cities to better organize their department and develop required hand -outs, policies, procedures, and permit s oftware implementation in preparation of a large spike of development activity. In addition, she also oversee s our Pro cess Mapping services that ensure each jurisdiction is assessed in or der to better help them fill their needs, Permit Tech program, as well as creating new programs to help streamline specific scopes for jurisdictio ns such as ADU, 5G, and Solar to name a few.
4LEAF, Inc. – Pleasanton, CA (continued)
Process Mapping
9/2017 - Present
In the changing landscape of Dev elopment Servic es Divisions, Raylee has worked with a mu ltitude of jurisdict ions to enhance the service levels of Building, Planning, Public Works, and F ire Experience
20+ years
Education
Diablo Valley College
- Construction Management
Certifications
ICC Certified Residential Plumbing
Inspector
ICC Certified Residential Building
ICC Certified Fire Inspector I
ICC Certified Residential Plans
Examiner
ICC Certified Permit Technician
ICC Certified Building Official
ICC Certified Permit Specialist
SAP Disaster Service Worker
Technical Abilities
iWorQ
CRW
EZPlan Review
Acella Permits Plus
Energov
Metroscan
Geomedia
Microsoft Office
Microsoft Windows
Notary Public
Professional Affiliations
International Code Council
ICC East Bay Chapter
Danville LEAD Leadership Committee
Danville Employee Recognition
Committee Chair
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Raylee Glasser, CBO
Departments , providing a nalysis of the municipa lities current systems (including software implem entation) and work with staff to find efficiencies in th eir w orkflow. To date, Raylee has worked with various juri sdictions including the foll owing:
➢ City of Rohnert Park
➢ City of Sausalito
➢ City of El Cerrito Solar
➢ City of Half Moon Bay
➢ City of San Juan B autista
➢ City of Hollister
➢ City of Sand City
➢ City of Pacific Grove
➢ City of Larkspur
➢ City of Greenfield
➢ City of Sacramento 5G
➢ City of Oakland 5G
Town of Danville, CA
Plans Examiner/Permit Center Manager
5/2014 - 8/2017
Raylee was p romoted to this pos ition with additional responsibilities that include d conducting plan check reviews, inspections , and increase d field work. She i ncorporated leadership and inspire d staff while managi ng the operations of the building permit center, fees, and structure. Raylee also provided verbal and written communication to design professionals, contractors , and residents to streamline the per mit process. She f acilitated and mediate d all Build ing Co de Enforcement assignments, managed the Building Division website, and implemented goals, objectives, and policies.
Town of Danville (continued)
Lead Development Services Technician
7/2007 - 5/2014
Raylee was p romoted into this position with additi onal duties and responsibilities to include the supervision of all building permit center staff. She p erformed over -the-counter plan review , coordinated int er-department al review s to ensure timely completion of the development revi ew process, and issued Certificates of Occupancy.
Town of Danville (continued)
Development Services Technician
1/2001 - 7/2007
In her first of many roles with the Town, Raylee’s responsibili ties included issuing building permits, performing zoning rev iews, and interpretati ng the Town’s municipal ordinances. She was instrumental in developing the Town’s “One -Stop Shop” permit process and facilitated uniform customer service standards for the department.
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Mike Leontiades, CBO
Director of Inspection
1 of 2
Experience Summary
Mike is a proven successful leader with over 37 years of construction skills and knowledge, plus 16 years of experience in local government.
Mike is self‐motivated and driven to provide excellent customer service delivery and is proficient at coordinating and leading teams to benefit mutual growth and success. As a Chief Buil ding Official, Mike demonstrated the ability to build and maintain strong relationships with all public contacts, design professionals, elected officials, and property owners.
Mike also possesses the knowledge to examine plans and inspect for code compliance for Residential and Commercial projects to ensure conformance with California Building, Mechanical, Plumbing, Electrical, Energy Codes and Green Building Standards, regulations, and ordinances.
Select Professional Experience
4LEAF, Inc.
Director of Inspections
2016 ‐ Present
Mike’s responsibilities include:
Recruiting and interviewing prospective employees.
Mentoring and developing plan review, building inspectors, and permit staff. Managing the placement of inspection staff including the tracking of customer service delivery. Tracking each inspectors’ active certifications.
Providing quality answers to code‐relate d or situational questions. Managing the plan review and support teams.
Handling the workflow and distribution of plan reviews. Performing plan reviews and inspections on as‐needed basis.
Town of Danville, CA.
Chief Building Official
7/2006 ‐ 9/2016
Mike supervised and led his team of staff members in the Building Division. He was responsible for managing and directing the operations of the Town’s Building Division. He provided quality reports to the Development Services Director. Mike also performed the duties of the Senior Buildi ng Inspector Experience
37 + years
Education
Ashworth College
Construction Management
College of San Mateo
Building Inspection Technology
Los Medanos College
Certifications
ICC, Plumbing Inspector
ICC, Mechanical Inspector
ICC, Building Official
ICC, Residential Building Inspector
ICC, Combination Inspector
ICC, Mechanical Inspector
ICC, Residential Plans Examiner
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Mike Leontiades, CBO
from 2007 to 2015. He was responsible for creating numerous staff reports for Council Meetings regarding Building Division related matters, including ordinances, nuisance abatement hearings, and the triennial code adoption process. Mike excels at forming a partnership approach with all of his contacts, including design professionals, contractors, and homeowners. One of his strengths was his ability to resolve dispu
tes and complaints. He strived to achieve a win‐win scenario in every situation.
Some of Mike’s accomplishments included:
Creating and updating informational handouts
Reducing the turn‐around timeframe for plan reviews
Sustaining high morale within the division
Implemented IVR automa ted inspection line
Launched and maintained a Customer Satisfaction Survey Form Established numerous Town ordinances
Leadership of the Year Award, 2004
Town Manager’s Customer Service Award, 2012
Employee of the Year Award, 2014
Graduate of Contra Costa County Leadership Academy, 2016
Town of Danville, CA (c ontinued)
Senior Building Inspector
2003 ‐ 2006
Mike was responsible for overseeing the daily operation of the entire inspection process. He handled complaints, inspected emergency situations including structure fires, vehicles or tree collisions with buildings, and other life safety incidents. Mike provided quality training to his inspection team and also created and sent le
tters regarding code violations.
Town of Danville, CA (continued)
Building Inspector
2000 ‐ 2003
Mike was responsible for providing building inspections on residential construction including large sub‐ divisions. He kept accurate records, worked to resolve problems before they arose and created a helpful approach while achieving code compliance .
Riccomi Construction Services, S.F. CA. 1992 ‐ 2000
Construction Supervisor
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Melissa Mennucci, S.E.
Structural Plan Review Engineer
1 of 1
Experience Summary
Melissa is a Registered Structural Engineer in the State of California with more than 16 years of industry experience including more than 10 years of design experience. Melissa is currently managing all plan reviews from our UC Davis client as well as performing Structural Plan Reviews from 4LEAF’s Fair Oaks office . She also provides technical guidance to the plan review s and is experienced with a wide array of project and construction types.
Select Professional Experience
4LEAF, Inc.
Structural Plan Review Engineer
August 2016 - Present
Melissa is responsible for co ordinating and managing all plan reviews from 4LEAF for the client UC Davi s, including meeting with key personal when needed. She is also preforming Structural Plan Reviews in 4LEAF’s Fair Oaks office for various clientele including such cities as Sacramento, Rocklin, Folsom, Roseville, Stockton, and numerous private clients as assigned.
Buehler & Buehler Structural Engineers
Project Engineer
March 2005 - July 2016
For more than 10 years, Melissa worked as a Project Engineer with this prestigious Design Firm located in Sacramento, CA. Melissa was responsible for managing and designing structural projects using all building material s (steel, concrete, masonry, & wood) and evaluating and retrofitting existing buildings. Melissa routinely collaborated with AMEP consultants on DBB and DB projects using BIM. She also practiced LEAN construction techniques that include pull planning and ISD. In addition, she performed construction administration tasks that include submittal review, RFI response, site visits, field reports, record drawings, etc. as well as managed the new employee training program.
Melissa’s projects included:
- Commercial, Re sidential, School s, Hospitals & Government Facilities
Experience
16 + years
Education
University of California, San Diego
Bachelor of Science – Structural
Engineering
University of California, Davis
Masters of Science – Civil &
Environmental Engineering
Registrations
State of California Licensed
Professional Engineer, Structural,
#5677
State of California Licensed
Professional Engineer, Civil,
#72245
Computer Applications
ETABS
SAP
SAFE
RAM
Revit
Bluebeam
Adobe
Excel
Associations
SEOACC
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Beng H. Low, MS, SE
Senior Structural and Civil Plan Review Engineer
1 of 2
Experience Summary
Beng is a r egistered Structu ral and Civil Engineer with more than 30 years of experience in the analysis and design of multi-story buildings including schools, commercial, industrial, and residential. His experience in the design of var ious struc tural syst ems includ es special reinforced concrete shear walls, steel special moment frames, steel special concentrically braced frames, steel buckling- restrained braced frames, and wood -frame shear walls. He has e xtensive experience in respons e spectra dynamic analysis , seismic design, and seismic retrofit design .
Beng is also p roficient in the latest design requirements of concrete, steel, masonry, concrete tilt-up, cold-formed steel, and wood structures with up-to-date working knowledge of many design codes.
On
behalf of 4LEAF, Beng works with the City of Oakland on their 5G project where he performs fiber pull and small c ell plan reviews and works on their monument survey. He is familiar with analysis and design software such as ETABS, SAFE, SAP2000, RISA-3D, RAM, STAADPro, and Enercalc and is skilled in AutoCAD, Bluebeam Studio, and REVIT.
Select Project Experience
4LEAF, Inc. – Pleasanton, CA
Senior Structural Plan Review Engineer
2021 - Present
Beng joined 4LEAF as a Senior Structural Plan Review Engineer and is responsible for the review of commercial and residential structures , conducting quality control of 4LEAF plan review personnel, and assisting with civil plans reviews . Beng currently works on behalf of 4LEAF with the City of Oakland to perform structural calculations, develop plans, and provide engineering estimates and specifications for the construction of 5G towers.
SO
HA Engineers – San Francisco, CA
Senior Structural Plan Review Engineer
2017 - 2021
Some of Beng’s projects with SOHA Engineers included:
• Fourth and Folsom Transit Oriented Development, 266 Fourth Street San Francisco, California o Performed 3 -D ETABS analysis, design calcula tions, and prepared schematic design drawings and specifications for 8-story family housing project. The structural system for the upper story consists of steel special concentric braced frame structure (SCBF) Experience
30+ years
Education
M.S., Structural Engineering
Ohio State University
B.S., Civil Engineering
Uni
versity of Roorkee (India)
Certifications
ICC Building Plans Examiner
Registrations
State of California Licensed
Professional Engineer, C48412
State of California Licensed Structural
Engineer, S4973
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Beng H. Low, MS, SE
o Provided 3-D ETABS analysis and prepared structural design calculations for the retrofit an existing single -story concrete podium structure. The podium structural syste m includes post -tensioned slab, concrete wall, and CMU walls. The podium supports several 2 to 3-story wood-framed apartment buildings.
Structus, Inc. – San Francisco, CA
Structural Plan Review Engineer
2010 - 2013
Some of Beng’s projects with Structus included:
• Marine Emergency Response Facility, San Francisco International Airport o Performed 3 -D ETABS an alysis and prepared structural design calculations for a new 4,500-square-foot single -story marine facility and a 100-foot-long concrete causeway.
The desi gn for this deep- pile foundation structure is based on ASCE -41 performance- based non-linear step by step push-over analysis.
• SFMTA Central Subway, San Francisco, California
o Participated in the design of this $1.2 billion SFMTA’s Central Subway Pr oject (Design Packages 3). Performed structural design calculations for the following: design of a new surface station at 4th and Brannan; design of structural concrete inverts and walkways for the 2.5 miles of TBM subway tunnels; design of seismic bracing of jet fans, electronic signs, and equipment; tenant improvement of Operation Control Center. Beng prepared a full set of construction documents and specifications. • AC Transit Transportation Building and Bus Maintenance Facility, Emeryville, California. o Provided seismic evaluation based on ASCE31 procedure for this maintenance facility.
The Transportation Building is a 2 -story 16,000 square -foot pentagon-shaped structure which serves as an administrative building and break room. The Bus Maintena nce Facility consist s of 3 separate structures with a total area of 46,000 square foot. The buildings were cons tructed of CMU walls, concrete moment frames, and concrete Precast-T roof.
Kinno
e Structural Engineers – Dublin, CA
Structural Plan Review Engineer
2005 - 2010
Some of Beng’s projects with Kinnoe Structural Engineers included:
• UC Santa Cruz Cooling Tower Building
o Provided structural engineering for a 2-story tower with structural steel moment frames and steel braced frames. Th e tower is to house the cool ing tower and associated equipment and utilities . Beng p repared a full set of construction documents and specifications.
• Fresh & Easy Supermarket, Hayward, California
o Provided structural engineering and drawings to seismic upgrade of a masonry building with wood diaphragm. The upgrade includes a new steel platform with concrete deck, a new entrance steel canopy, and foundation works for equipment deck and freezer. • Orange County Sanitation District, Odor Control Facilities, Fountain Valley, CA o Provided struc tural enginee ring and drawings for 2 steel platforms for scrubbe rs, moment frame pipe supports, and 3 chemical area foundations. 117 of 1216
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Scott Martin, P. E.
Civil, Structural & MEP Plan Review Engineer
1 of 2
Experience Summary
Scott has more than 22 years of structural engineering experience. Scott has performed a multitude of plan reviews for many different disciplines including OSHPD 3, DSA Projects, and various municipal reviews for clients throughout California. Scott’s day -to-day activities inc lude the review of plans submitted to local jurisdictions, creation and submission of plan check letter s, and constant communication with all project stakeholders.
In addition, Scott is often tasked with the education of building code to applicants. He is instrumental in establishing the new templates for all new clients to establish the City/Counties preferences for commercial and residential plan check and makes an asset to any team, project, and jurisdiction he is assigned.
Select Professional Experience
4LEAF, Inc.
MEP Plan Check Engineer
2014 - Present
Since 2014, Scott has been 4LEAF’s Senior Plan Check Engineer with a focus on Structural review. Scott has worked on a plethora of 4LEAF’s largest commercial reviews. Currently, Scott is reviewing the Zuckerberg Chen School for the City of East Palo Alto and several large Commercial Projects for the County of San Mateo’s Project Development Unit including a $120 Million Medical Office Building and two large County facility buildings.
4LEAF, Inc. (City of Palo Alto)
Structural Plan Check Engineer
2012 - 2013
Starting in December of 2013, Scott has recently accepted a position to perform and manage plan reviews in the Central Valley and Central Coast for many of 4LEAF’s clientele. Since 201 2, Scott has worked for 4LEAF as a structural plans examiner and has been tasked to the City of Palo Alto. Scott was often assigned to the counter to work with the public and architects to answer building code related questions and to provide excellent customer service. In addition, Scott performed many large -scale plan reviews for the City including:
Experience
22+ years
Education
University of California, Irvine
B.S. Civil Engineering
Certifications
California Registered Civil Engineer
License # 59091
Nevada Registered Civil Engineer
License # 019922
California Building Plans Examiner
(exp. 07/26/2022)
Professional Affiliations
ICC – International Code Council
Structural Engineers of Northern
California (SEAOC)
ASCE
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Scott Martin, P.E.
• Workday Campus (6 Stories) - $50 Million
• Stanford Medical Center (6 Stories) $32 Million
• VM Ware HTE Tenant Improvement $ 25Million
• Hilton Hotel and Underground Parking $18 Million
• VM Ware Parking Structure 2 $14 Million
• Stanford Hospital Site Development $13 Million
• 260 California (3 Story mixed-use & underground parking) $10 M • Thermal Vacuum Chamber $9.7 Million
• VM Ware Parking Structure (4 Levels) $6.8 Million
• 4 Story Tenant Improvement for Survey Monkey $6.1 Million
Willdan Engineering – Fresno, CA
Structural Plan Check Engineer
2007 - 2010
Scott performed structural plan reviews on behalf of Wi lldan Engineering for numerous jurisdictions throughout California. Scott was tasked with the plan review, creation of the plan check letter, communicating with project stakeholders, and educating the applicants on current building codes and standards. Some of Scott’s projects included:
• CSU Humboldt Student Center Expansion; Arcata, CA
• Park Place: Res/Office/Retail over Parking; Paso Robles, CA • CalRENEW-1 Solar Power Farm; Mendota, CA
• City of Winters Police/Fire Complex; Winters, CA
• UC Davis Hyatt Place Hotel; Davis, CA
Advanced Structural Design, Inc. – Fresno, CA
Project Engineer
1998 - 2007
Scott was a Project Engineer for nearly ten years with Advanced Structural Design out of Fresno. Scott was responsible for engineering design, drafting (Auto CAD & hand), shop drawing review, and coordination with clients.
• Mt. Whitney Classroom Buildings; Visalia CA (DSA #02-107633) • Plumber's Union Expansion; Fresno, CA
• Oak Valley New Admin; Tulare Co., CA
• Paul Evert's RV Expansion and New Canopies; Fresno, CA • Grizzlies Stadium; Fresno, CA
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Sareh Deyhimi, P.E., CBO, CASp
Plan Review Engineer/ICC Certified Plans Examiner
Experience Summary
Sareh is a Registered Civil Engineer in the State of California, a Certified Access Specialist and an ICC Certified Plans Examiner. Sareh has nearly 10- years of structural engineering design and as a result is proficient plan reviewing structural systems of all types . She is knowledgeable about all materials of construction including timber, steel, concrete and masonry. She has over 5 -years experience as a Plans Examiner reviewing complex commercial, residential and industrial projects for not only s tructural systems but Fire & Life Saf ety and Accessibility aspects of a building design as well. Sareh is proficient at reviewing plans for conformance with the International Building Codes and Standards and ASCE-7. As a plans examiner with 4LEAF she is currently working to be a true “unicorn”, eagerly learning the plumbing, mechanical and electrical codes as well.
Sa
reh has over 15 -years of experience and is very passionate about her profession. Because she has spent a number of years as a designer, she has a keen eye for calling code deficiencies that effect occupant safety. Designers appreciate her experience and collaboration as she is a valuable partner in an effort to getting a project to success, yet maki ng tough comments that are necessary to assure the occupants of a building are safe.
Select Professional Experience
4L
EAF, Inc., Fair Oaks, CA
Plan Review Engineer
For more than 5-years Sareh has worked as a Plan Review Engineer on behalf of 4LEAF reviewing plans for Aerojet, the City of Sacramento, the County of Sacramento, the City of Roseville, the City of Rocklin, the City of Rancho Cordova, the City of Lodi, the City of Galt, UC Davis, and the City of Davis just to name a few. Sareh reviews structural, fire & life safety, accessibility for commercial buildings and is proficient at reviewing structural and non-structural aspects of residential construction.
Cor
e Structure – Costa Mesa, CA
Project Engineer
For almost 10-years of Sareh’s career she worked as a Project Engineer for private design firms. Her roles and responsibilities included:
• Provided analysis and design of multi-story structural seismic and gravity systems of commercial and residential structures.
• Ran computer models for lateral and gravity elements of a building. • Performed structural observation required by the building code for her designs.
E xp eri en ce
15+ years
Certifications / Registration
State of California Licensed
Professional Civil Engineer #83354
CASp Certification #876
ICC C
ertified Building Official
ICC Certified Plans Examiner
Education
Persian Gulf University
Bachelors of Science, Civil
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David J. Rashé, CBO, CASp
Building Official/Certified Access Specialist/MWELO Plans Examiner
1 of 2
Experience Summary
David is a dedicated and proficient code professional with more than 28 years of experience working within Northern California Building Departments. David has held various positions in the building department industry including the p ositions of Chief Building Official, Permit Center Manager and Program Coordinator. As a Building Official David successfully managed the annual building division budget to include monthly activity and reconciliation and oversaw the daily operations in the Permit Center and the Building Division to include the permit technician, plan review, inspection, code enforcement, and building division administrative support staff.
Select Professional Experience
4LEAF, Inc.
Building Official, Combination Building Inspector, Plans Examiner 2016 – Present
David joined 4LEAF to work in a number of different capacities including Building Official, Plans Examiner, Building Inspector , and Certified Access Specialist (CASp). Currently, David is working on behalf of 4LEAF providing Plan Review and CA Sp services for many clients of 4LEAF ’s including San Jose State University. David is also experienced with MWELO Reviews, where h e is currently providing these services to the Counties of Santa Clara and San Mateo. Previously he was the interim Building Official at the City of Lathrop and from 2016 -2017 he served the Sandia National Laboratories in Livermore ma naging 4LEAF’s inspection tasks and performing combination inspections on numerous construction projects and quality assurance inspections in conformance with the plans and specificatio ns and the California Bui lding Code (CBC) and the National Fire Protect ion Agency (NFPA). Da vid has handled the management of larger projects for 4LEAF such as Building 926 and has assisted Sandia in managing the quality of work by preparing:
• Final Punch List of Deficiencies
• Monitor Construction Progress (Schedules)
• Prepare and Maintain Inspection Reports
Experience
28 + years
Education
Saint Mary’s College, Moraga, CA
Bachelor of Arts; Management
Chabot College, Hayward, CA,
Associate of Arts; Construction
Inspection
Chabot College, Hayward, CA,
Associate of Arts; Architectural
Technology
California State University, Hayward,
CA
Certifications
ICC Certified Building Inspector
Expires 2/18/2026
ICC Certified Building Plans Examiner
Expires 2/18/2026
ICC Certified Building Official
Expires 2/18/2026
ICC Certified Combination Inspector
Expires 02/18/2026
ICC Certified Combination Inspector -
Legacy Expires 02/18/2026
ICC Certified Electrical Inspector
Expires 02/18/2026
ICC Certified Mechanical Inspector
Expires 02/18/2026
Certified Mechanical Inspector UMC
Expires 02/18/2026
ICC Certified Plumbing Inspector
Expires 02/18/2026
Certified Plumbing Inspector UPC
02/18/2026
ICC Certified Residential Combination
Inspector Expires 02/18/2026
Certified Access Specialist
# CASp-213 Expires 6/23/2022
Certified (IS-00100.b, ICS-100),
IS-00700.a, IS-00800.b
(2014 FEMA Emergency
Management Institute)
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David J. Rashé, CBO, CASp
City of Livermore, Livermore, California
Community and Economic Development Department
Chief Building Official
2014 – 2016 (Retired)
• Oversaw the daily operations in the Permit Center and the Building Division to include the permit technician, plan review, inspection, code enforcement, a nd building division administrative support staff.
• Developed and maintained the annual bu ilding division budget to include monthly activity and reconciliation.
• Implemented and managed consultant contracts for plan review and inspection services. • Maintained contract services for providing plan revie w and insp ection services to Sandia National Laboratories in Livermore.
• Solved development related code questions as well as expl ained city standards and policy questions, while interacting with planning, engineering, housing, and inspection. • Consulted with architects, engineers, contractors, and prop erty owners regarding proper design and the methods and materials to be used for building construction in the City. • Coordinated projects with other City departments.
• Maintained accurate up-to-date records of all plan reviews, plans, inspections, and construction. • Made public presentations to City Council, public agencies, business and civic groups and other organizations.
• Maintained the City Building Codes in compliance with latest model codes and State regulations. • Prepared wrote reports and requests for City Council or staff regarding ordinance changes, and establishment of City policy related to building requirements.
City of Livermore, Livermore, California
Community and Economic Development Department
Permit Center Manager
2004 – 2014
• Oversaw the daily operations of the Permit Center to include administrative and support staff, permit technicians, planners, engineers, plan reviewers, and inspectors. • Developed, implemented, and provided sustaina bility efforts for projects and programs related to customer services and permit streamlining strategies for the Permit Center. • Coordinated major development projects through the regulatory processes to include pl anning, zoning, plan review, and engineering.
• Coordinated dev elopment projects with architects, d evelopers, engineers, owners, and the general public with interagency teams to facilitate comprehensive reviews. • Wrote Council staff reports and Resolutions / Ordinances for public policy. • Prepared Req uest for Proposals (RFP) for plan review and structura l engineering contract services; met with contractors and awarded contracts.
• Reviewed, interpreted, analyzed, and approved design and construction plans, speci fications, and reports for conformity to relevant codes, regulations, and policies.
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Ingeborg Vriend
Senior Plans Examiner
Experience
11+ years
Education
PsyD, Clinical Psychology
University of Queensland, St. Lucia, Qld
Certifications
Accessibility Inspector/Plans Examiner
Residential Plans Examiner
Building Plans Examiner
Experience Summary
Ingeborg in an ICC Certified Residential Plans Examiner, Accessibility Inspector/Plans Examiner, and Building Plans Examiner. She brings with her expert-level experience in managing and reviewing a wide range of residential projects and is well versed in reading, reviewing , and interpreting State and local regulations to complete plans examinations for residential and accessibility facilities for the USA and Australia. She provides quality results and the highest level of service to all clients as well as excellent leadership, communication, top-notch plan reviews, and relationship building skills.
Additionally, Ingeborg speaks four different languages including: English, Dutch, German, and Indonesian.
Select Professional Experience
4LEAF, Inc.
Senior Plans Examiner
9/2018 - Present
Ingeborg is currently performing off-site plan review services for the Town of Corte Madera and provides plan reviews for additional clients on an as-needed basis to help with heavy workloads.
CS
G Consultants
Residential Plans Examiner
8/2017 - 4/2018
In her past role, Ingeborg r eviewed residential plans to verify minimum compliance to California Code Regulations Title 24, Building codes for Residential, Electrical, Mechanical, Plumbing, Energy, Green Building, and local municipal codes. Additional responsibilities included:
• Reading, interpreting, and applying current California Residential Code , and California Electrical, Plumbing, and Mechanical code requirements including the California Title 24 Building Energy Efficiency standards.
• Reading and interpreting site, architectural, and structural plans. • Explaining technical information and code requirements verbally, in writing, and by graphical means. • Evaluating whether residential plans were in accordance with all applicable City, State, and Federal guidelines, as well as applicable discipline-specific codes. • Establishing and maintaining great working relationships with employees, applicants, builders, designers, engineers, and the public.
• Experience in the use of BlueBeam and online plan reviews. 123 of 1216
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Gib Moush, FPE
Fire Protection Engineer / Plans Examiner
1 of 1
Experience Summary
Gib has more than 18 years of engineering experience, 10 of whi ch have been in Fire and Life‐Safety. He is a certified Professional Engineer in Fire Protection Engineering in the state of California, and hol ds a Bachelor of Science degree in Mechanical Engineering from Louisiana State University.
Gib has supervised the engineering of fire alarms for high rise buildings which have included residential, commercial and multi‐occupancy structures. He has designed voice evacuation, smoke control, f ire d e p a r t m e n t c o m m u n i c a t i o n s a n d c e n t r a l c o m m a n d c e n t e r s . H e h a s also designed special water‐based suppression water mist systems.
Gib’s experience as a designer and fire plan reviewer gives him a unique understanding of code compliance through the eyes of a designer.
Select Project Experience
County of Santa Clara, Facilities and Fleet / City of Gilroy Fire Plans Examiner
Gib has been assisting the County of Santa Clara Facilities and Fleet Division and City of Gilroy through 4LEAF with various fire reviews including Sprinklers, Alarms, e tc. per the 2010 California Fire Code. Gib works in‐house at the City of Gilroy one day per week. With the County, Gib has performed a collection of large fire reviews including:
• Main Jail North Fire Panel Replacement
• Malech Road Water Supply
• San Jose Downtown Health Center
• The San Antonio Valley Maintenance Facility
• VMC Receiving and Support Center
Livermore Pleasanton Fire Department
Fire Plans Examiner
Gib has been assisting the Livermore Pleasanton Fire Department t h r o u g h 4 L E A F w i t h v a r i o u s f i r e reviews including Sprinklers, Alarms, etc. per the 2010 Califor nia Fire Code. Gib has completed more t h a n f i f t y p r o j e c t s i n c l u d i n g s e v e r a l f i r e r e v i e w s f o r t h e P a r a g o n O u t l e t s i n L i v e r m o r e a n d t h e n e w retirement community in Pleasanton.
St. Joseph’s Parrish, Rio Vista, CA
Senior Plans Examiner
This 15,000 square foot church in Rio Vista is an occupancy cla ssification B, Type V‐B, fully sprinklered structure. Gib completed the fire alarm review using the 2010 California Fire Code, the 2010 California Building Code and all applicable NFPA Codes and Standards.
Experience
18 years
Education
BS, Mechanical Engineering
Louisiana State University
Certifications
Registered California Professional
Engineer, Fire Protection Engineering
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Rebecca Lauricella
Fire Plans Examiner/Fire Inspector
1 of 2
Experience Summary
Rebecca is a Certified State Fire Marshall with more than 32 years of Public Safety experience. Her experience includes being a Fire Prevention Officer, Fire Inspector, Fire Marshal, and Fire Code Consultant for many Bay Area jurisdictions working directly for t h e public entity and as a third‐party private consultant.
Select Work Experience
4LEAF, Inc. Pleasanton, CA
Fire Inspector/Fire Plans Examiner
September 2018 to present
Rebecca joined 4LEAF as Fire Inspector and Fire Plans Examiner. She brings her many years of experience as she serves many of 4LEAF ’s clients.
CSG Consultants, Foster City, CA
Fire Prevention/Operations/Fire Code Consultant
July 2017 to September 2018
Serving as Fire Inspector (DFM) for the Cities of Pinole and Albany (Other cities within the Bay Area as contracted)
All related duties as described below for local Fire Departments.
County of Maui Civil Defense Agency
Emergency Management Officer/Plans & Operations Officer 2009 to 2011
Developed, reviewed and maintained plans and coordinated activities of a large number of personnel.
Supervised training and operations of a large number of personnel to cope with emergency and disaster situations. Developed, maintained and was accountable for the fiscal budget and annual report.
Accountable to the Local, State and Federal government department heads. Speaking effectively and maintained cooperative working relationships with members of a variety of agencies achieving desired results.
Adapted to diverse environments and worked effectively with a variety of nationalities, races and cultures.
Experience
32+ years
Education
California State Fire Marshal
Training Academy, BA,
Emergency Management, 2009
College of San Mateo
AS, 2007 Fire Science Technology
CA Emergency Medical Technician:
CA State Fire Office -Certified
#E0072222 National Registry EMT
- Certified #E3031605
Napa Valley College Administration
of Justice / Communications/
Business Management, 1991-1994
Santa Barbara College General
Education / 1981-1983
Certificates & Achievements
(California State Fire Academy)
CFSTES certified State Fire
Marshal #460-0458, 10/12/07
CFSTES certified Plans Examiner
#360-0458, 10/20/05
CFSTES certified Fire Protection
Specialist #072105-3, 07/21/05
CFSTES certified Fire Prevention
Officer #000050, 05/30/03
CFSTES certified Fire Prevention
Public Education Officer I/II
#072105-4, 07/21/05
Fire Management 1, 2A, 2B, 2D,
2E, (120hrs.)
CSFTES/FSTEP Regional
Instructor for teaching SFM
classes (09/16/04)
Fire Instructor 2B (40hrs.)
Fire Prevention 1A, 1B, 1C, 2A, 2B,
3A, 3B, (200hrs.)
CFSTES certified Fire Investigator I
#130-0458, 12/01/05
Fire Investigation 1A, 1B, 2A, 2B,
PC 832 Arrest & Control
CSTI Hazardous Material First
Responder Awareness and
Operations
ICS I-100, I-200, I-300, I-400 series:
Basic, Interim & Advanced Incident
Command
ICS I-120 Introduction to Exercises
& ICS I-235 Emergency Planning
ICS S-203 Incident Information Officer
ICS S-401 Safety Officer 12/02/04
(40hrs)
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Rebecca Lauricella
Redwood City Fire Department, CA
Fire Prevention Officer/Fire Investigator Acted as a Deputy to the Fire Chief 2003 to 2009
Ability to command with respect, treating people with respect a nd dignity at all times with the outcome of the desired result. Worked effectively with Command Staff and all City Dept’s. Responsible for developing, implementing and managing Fire Code Enforcement. Operated the City’s EOC (Emergency Operation Center) FEMA compl iance. (on call for all emergencies and fire investigations.) Adapted to diverse enviro nments working with a variety of nationalities, races and cultures.
Town of Hillsborough Fire Department, CA
Fire Marshal/Fire Inspector
1999 to 2003
W o r k e d e f f e c t i v e l y w i t h t h e C o m m a n d S t a f f , C i t y A t t o r n e y a n d o perations of the Town’s EOC ( E m e r g e n c y O p e r a t i o n C e n t e r ) i n c o m p l i a n c e w i t h F E M A . S i m i l a r to Redwood City Fire Department Duties.
Menlo Park Fire Protection District, CA
Fire Prevention Officer Acted as a DFM to the Fire Chief 1997 to 1999
Worked effectively with the Comma nd Staff and all City Departme nts and maintained the Fire Prevention and Code Enforcement divisions.
Assisted with the operations of the City’s EOC (Emergency Opera tion Center) in compliance with FEMA. Similar to Redwood City Fire Department duties.
Napa County Sheriff’s Department, CA
Sheriff’s Specialist
1989 to 1991
Responsible for knowledge of CAD, CLETS and the NCIC computer systems. Communicated, planed and coordinated operations with; Dispatch, Emergency Services and Fire in the EDC / EOC (Emergency Dispatch/Operations Center) and was o n c a l l f o r E D C a n d E O C emergencies.
Prepared the court calendar and was responsible for accurate record keeping of confidential information.
Santa Barbara Police Department, CA
Police/Fire Communications
1986 to 1989
Responsibilities; similar to those listed for Napa County Sheriff’s Department.
Additional Certificates
Photovoltaic Systems – Fundamentals/Fire Operations, CSFM, 07/29/08 ICC International Code Council‐ CFC Uniform Fire Code certification 97 transition (WFCA‐ICC) / 03/15/06
CFC Inspector/NCSA National Code Services/#CFC0105.07, 08/08/06, WFCA CFC Inspector/Uniform Fire Code Association/#500390‐00,02/14/06, WFCA CFC Inspector/Uniform Fire Code Association/#500390‐00,02/14/03, WFCA NFPA Code Change/IFC Code Review / Bay Alarm Inc., 01/10/08, NFPA 126 of 1216
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Bernard (Bernie) Zipay, MCP
Building Official
1 of 3
Experience Summary
Bernie is an experienced Inspector of Record with more than 23 years in the construction industry as a n Inspector for both residential and commercial projects . He has inspected large commercial, industrial, and institutional projects and obtained numerous ICC certifications, as well as a California contractor license and California OES Evaluator license. Bernie has worked on multi-million-dollar projects such as the Napa Valley Estate , which spanned 21 acres . In addition, he is well known for his excellent customer service approach with the building community and fellow inspectors.
Select Professional Experience
4LEAF, Inc.
Lead Inspector/Inspector of Record
2021 - Present
Bernie is currently working for 4LEAF as a Lead Inspector/Inspector of Record, where he performs all trade inspections for commercial and residential projects. He monitors and performs inspection services in accordance with the approved plans and specifications.
County of Napa – Napa, CA
Building Inspector III
2016 – 2021
• Assigning of inspections, dealing with customer complaints, and communications with the department director as well as other city departments.
• Provided mentoring and technical assistance to the staff regarding commercial, industrial, and residential building projects throughout the county.
• Reviewed construction plans for conformance to the applicable codes.
Experience
23+ years
Education
A.S. in Construction/Building Inspection
Diablo Valley College
Mechanical Engineering Technology
Pennsylvania State University
Certifications
ICC Residential Energy Inspector/Plans
Examiner
ICC Residential Mechanical Inspector
ICC Spray Applied Fire Proofing Special
Inspector
ICC Commercial Combination Inspector
ICC Residential Electrical Inspector
ICC Commercial Energy Inspector
ICC Commercial Electrical Inspector
ICC Residential Combination Inspector
ICC Residential Building Inspector
ICC Residential Plans Examiner
ICC Commercial Energy Plans Examiner
ICC Commercial Mechanical Inspector
ICC Accessibility Inspector/Plans Examiner
ICC Residential Plumbing Inspector
ICC Residential Fire Sprinkler Inspector
ICC Combination Inspector
ICC Commercial Building Inspector
ICC Fuel Gas Inspector
ICC Commercial Plumbing Inspector
ICC Building Plans Examiner
ICC Fire Plans Examiner
ICC Electrical Inspector
ICC Mechanical Inspector
ICC Plumbing Inspector
ICC Master Code Professional
ICC Certified Building Official
ICC Building Code Specialist
ICC Building Codes and Standards Module
ICC Building Inspector
IAPMO Certified Plumbing Inspector 2015 UPC
#N99696
California OES (SAP) Evaluator ID #72924
California Contractor CSLB #817037, B-
General, C-5, C-6, C-10
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Bernard (Bernie) Zipay, MCP
Diablo Valley College – Pleasant Hill, CA
Adjunct Faculty/Civil/Construction Management Technology 2017 - 2021
• Taught variety of courses in the program including Introduction to construction methods and practices construction materials, basic estimating, print reading, AutoCAD applications in construction management, BIM, project management, building systems and safety.
City of American Canyon - CA
Planning Commissioner
2015 - 2019
• Regulated the use and appearance of buildings, structures, and land. • Made land use decisions consistent with the policies and plans formally adopted by the city council.
• Regulated location, height, and size of buildings and structures, the size and use of lots, yards, courts, and other open spaces and the percentage of a lot which may be occupied by a building or structure along with the intensity of land use.
Town of Danville - CA
Senior Building Inspector
2014 - 2016
• Conducted field inspections of industrial, commercial, and residential buildings during various phases of construction and remodeling to assure compliance with all local, state, and federal building codes.
• Reviewed plans and conferred with architects, engineers, contractors, developers, and other interested parties, and explain, interpret, and provide guidance regarding all applicable codes within area of responsibility.
• Maintained records of building and inspection activities and completed related reports. • Issued certificate and permits as appropriate.
• Assisted in researching problems and complains regarding commercial and residential buildings, building construction, and code compliance.
Interwest Consulting Group – Roseville, CA
Building Inspector
2013 - 2014
• Inspected, evaluated, and determined the structural soundness and quality of buildings and other projects including remodels, add -ons, an d other construction overseeing plumbing, heating, and electrical installations to ensure they are conducted safely and according to laws, regulations, and standards.
• Enforcing all aspects of architectural projects follow zoning regulations, building codes , and contract specifications according to federal, state, and local ordinances.
Ledcor Construction Inc - Napa, CA
Project Carpenter
2011 - 2013
• Installed wooden structures such as roofing frames, rafters, partitions, joists, and stud work. • Designed and installed cabinets, shelving, fitted furniture, drywall, and insulation. 128 of 1216
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• Read blueprints and designs to work to specifications prepared by other construction professionals, architects, and building code recommendations.
Ryan Associates – San Francisco, CA
Project Foreman
2005 - 2008
• Coordinate tasks according to priorities and plans and schedule/monitor attendance of crew. • Supervise and train workers and tradespeople and allocate general and daily responsibilities. • Reviewed all project activities, work equipment and sites every day to ensure everything is performed to company standards as well as to the latest OSHA regulations and standards. • Met with other managers/supervisors and necessary personnel as required to fully resolve conflicts, complications, and other issues according to company and client standards/requirements.
Fisher Development GAP Inc., Builder – San Francisco, CA Superintendent
1997 - 1998
• Ensured all required materials, equipment, and inspections occur to support the project schedule.
• Responsible for site safety and ensure the overall jobsite is safe for workers and visitors as well as manage compliance with established company safety policies. • Reviewed and managed project plans, specif ications, and manufacturer’s data and execute project based upon said documentation.
• Generate RFI’s as required to ensure completeness of the project documents and identifying and clarifying any discrepancies.
United States Marine Corps
Active Duty
1984 – 1994
• Warrant Officer/Nuclear-Biological-Chemical Operations Officer/Project Manager Natural Resources & Environmental Affairs.
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Brent Hipsher, CBO, CASp
Combination Building Inspector / Fire Inspector / Inspector of Record
1 of 2
Experience Summary
Brent is a certified Building Official with nearly 25 years of construction related experience; ICC Certified Combination Building Inspector as well as two college certificates in Building Inspection, Construction Management, and has a Certified Access Specialist Certification (CASp #422). Brent has worked with a number of different jurisdictions including the Town of Portola Valley, City of Milpitas, City of Dublin, and the City of Palo Alto where he has served in positions as Buildin g Official, Plans Examiner, and Combination Building Inspector.
Select Experience
4LEAF, Inc.
Combination Building Inspector / CASp / Building Official / IOR 2016 - Present
Brent is a key member of 4LEAF’s Inspection team as he serves in a number of different capacities including; Combination Building Inspector, Certified Access Specialist, Inspector of Record, and As - Needed Building Official. Brent has worked with numerous 4LEAF clientele including the cities of Emeryville, Newark, Hollister, Pleasanton, and Fremont to assist with any as -needed building inspections ranging from residential to commercial for all trades. Brent also performed IOR services at San Jose State University on 23 different miscellaneous campus projects. Most recently Brent was assigned to be the Interim Chief Building Official for the County of San Benito. Brent supervised the Building Division staff which included Building Inspectors, Code Enforcement, and Front Counter staff as well as the $1 Billion Panoche Solar Farm Project.
Regional Operations Center (County of San Mateo)
Inspector of Record
2016 - Present
Currently Brent is working on behalf of
4LEAF at the County of San Mateo’s
Regional Operations Center as the
Inspector of Record. This $37 Million
project is set to establish the C ounty
with one of the top 911 Emergency
Dispatch Centers in the Nation.
Experience
25 years
Certifications
DSA CASp # 422
ICC Certified Combination Building
Inspector
ICC Certified Building Official
ICC Certified Combination Inspector
ICC Certified Electrical Inspector
ICC Certified Mechanical Inspector
ICC Certified Plumbing Inspector
Fire Inspector 1A-1D & 2A-2D
Education
California State University, San Jose
Building Inspection Certificate
College of San Mateo
A.S. Degree Inspection Certificate
A.A. Degree Inspection Certificate
Professional Affiliations
International Code Council
ICC Peninsula Chapter – Past President
IAPMO Current Chair
IAPMO Research and Testing
Committee
IAPMO Answers and Analysis
CALBO California Certification
Committee
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Brent Hipsher, CBO, CASp
The project includes a new 9 -1-1 dispatch center, which will be housed on the second floor. The call center is currently housed in the county’s jury room, which can hold no more than 100 people. The new call center will be roughly double that size, accommodate up to 350 employees and contain nine additional workstations. Once constructed, this LEED Gold project will allow cities within the County of San Mateo Count y to share the new call center and it will meet the state and national goals of consolidated systems and operations, which will provide opportunities for all public safety agencies to take advantage of the state-of-the-art facility and the new technology we will use.
City of San Mateo | 2014 - Present
Deputy Building Official/Fire Inspector
For approximately one year, Brent worked at the City of San Mateo in the Building Services division as a Deputy Building Official and Counter Manager where he managed t he inspection, plan check, and front counter personnel. Brent also spent several months working with San Mateo Fire as a City Fire Inspector.
Kutzmann and Associates – City of Palo Alto | 2007 -2014 Building Inspector/Plans Examiner
For approximately seve n years Brent worked with the City of Palo Alto as a consultan t inspector and plans examiner. Initially, Brent worked in the office as a plans examiner and facilitated customer service related to code questions and over-the-counter plan checks at the Buil ding Counter. Previously, Brent has served the City on a number of residential and commercial inspection projects including:
• HP Executive Center
• Arbor Real (250-unit multi-family)
• Tesla
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John Lyons
Building Inspector I
1 of 1
Experience Summary
John is an ICC Certified Building Inspector and a certified Uniform Mechanical Code Inspector possessing nearly 40 years of experience in the construction industry. While working for 4LEAF, John has performed building inspections on behalf of numerous jurisdictions including Folsom, Fremont, Rio Vista, Modesto, Rocklin, Galt, Livingston, and Brentwood.
John’s experience includes inspecting workmanship and materials in construction projects for conformance with relevant plans and specifications, preparing and maintaining inspection reports, performing basic plan reviews, issuing permits, and performing fee calculations.
Quite notably, John was a journeyman‐level sheet metal worker and was previously responsible for installing HVAC systems for new construction projects. As such, John’s work background provides him a unique technical edge during his inspections of these systems.
Select Project Experience
4LEAF, Inc.
Building Inspector I
John is currently providing Building Inspection services for 4LEAF. In this role, John has been responsible for identifying and enforcing a variety of codes, ordinances, and standards violations for conformance with plans and specifications. John’s other duties involve working with diagrams, specifications, plans, and similar documents; reading and interpreting building ocnstructio n and engineering plan specifications and codes; and interfacing with architects, engineers, contractors, builders, homeowners, and tenants to ensure they understand the requirements and restrictions of their project.
Western Allied
Sheet Metal Worker
Prior to joining 4LEAF, John was a sheet metal worker for Western Allied. His job involved working at various jobsites, installing HVAC systems for construction projects.
Aire Sheet Metal Inc.
Sheet Metal Worker
During his apprenticeship and journeyman years, John worked for Aire Sheet Metal Inc. During his with the company, he was responsible for running a series of small projects for the company, primarily those dealing with HVAC installations.
Experience
40 years
Registrations
ICC Certified Building Inspector
#8232365
Uniform Mechanical Code Inspector
N91509
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George Cortez
Building Inspector
1 of 2
Experience Summary
George is a building inspector with nearly 30 years of experience in the industry. In the past, h e has overseen the construction of numerous single-family homes. As an owner of a construction company, he was responsible for managing and dire cting trade partners through these projects from beginning to end. As part of his duties, George frequently consulted and collaborated with , engineers, architects, and city officials to ensure that the final product met their expectations.
George’s time in the business has honed his sense of urgency and the drive that is required to survive in this fast -paced and competitive work environment. His experience and passion for working in the industry, combined with his time management and leadership skills, makes George a great fit for the inspection industry.
__________________________________________________________________________________ Select Project Experience
4LEAF, Inc.
Building Inspector l
February 2017 - Present
George has been performing residential inspections on new residential sub-divisions as well as alterations and additions to complex dwellings. He has a great demeanor and uses the “partnership approach” while working with his customers to maintain progress while ensuring a safe structure. George has been successfully assigned to the cities of Fremont, Union City, Cupertino, Gilroy and Hollister.
Cortez Construction
Owner/Contractor
2000 - 2017
As the owner of a construction company, George successfully followed safety regulations while ensuring that the work was completed on time and on budget. He acted as the site supervisor, scheduled the labor and materials, and estimated construction projects.
Acosta Plaza Apartments
Apartment Manager
1995 - 2002
George managed all aspects of the apartment complex. He ha ndled the day to day operations while he maintained a safe environment in each unit ensuring that all of the residents were satisfied with his prompt service.
Experience
29 years
Education
Technical Training Center, Campbell
CA
Certifications
CSLB B & C8
ICC Residential Building Inspector
ICC Commercial Building Inspector
ICC Combination Inspector
Aspirations to be a residential
combination inspector by early
2018
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Mark Hoadley
Senior Combination Building Inspector
1 of 2
Experience Summary
Mark is a certified combination commercial and residential Building Inspector. Mark has more than 20 years of construction experience including work as an electrician, Superintendent, Quality Control Inspector, and Inspector of Record. Mark has most recently worked for the City of Dublin for approximately five years on behalf of 4LEAF. Prior to that, Mark has spent 12 years as an In
spector of Record where he has
inspected project between $3 Million to $90 Million. Projects include Courthouses, Schools, and Commercial Construction. Mark has worked throughout the Bay Area and has been a reputable IOR capable of completing large projects individually or as a me mber of a team.
Select Professional Experience
4LEAF, Inc.
Senior Combination Building Inspector
2015 ‐ Present
Mark is currently working for 4LEAF and was
most recently assigned to the City of Dublin
for the past five years. Mark has worked on
multi‐family, residential, commercial, and
OSHPD 3 projects. Most recently, Mark
helped complete the OSHPD 3 Kaiser
Medical Center located adjacent to I58 0 where he worked hand‐in‐hand with McCarthy Building group.
Douglas Hahn Inspection Services, Inc.
Inspector of Record for Administrative Office of the Courts 2012 ‐ 2015
Mark worked for more than three years as an Inspector of Record for Douglas Hahn on multiple Administrative Office of the Courts projects including:
‐ Hayward Hall of Justice Remodel
‐ South County Justice Center Courthouse ($62 Million), Porterville, CA
‐ Yolo County S
uperior Courthouse ($90 Million), Woodland, CA
Experience
20+ years
Education
ABC Training Program, Electrical
Norte Vista High School, Riverside,
CA, 1991
Certifications
ICC Certified Combination Building
Inspector
ICC Certified Commercial Building
Inspector
ICC Certified Commercial Electrical
Inspector
ICC Certified Commercial Mechanical
Inspector
ICC Certified Commercial Plumbing
Inspector
ICC Combination Residential
Inspector
ICC Certified Residential Building
Inspector
ICC Certified Residential Mechanical
Inspector
ICC Certified Residential Electrical
Inspector
ICC Certified Residential Plumbing
Inspector
DSA 2
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Mark Hoadley
KCI
Inspector of Record for San Francisco Unified School District Projects 2011‐2015
Mark worked on behalf of KCI providing Inspector of Record services for numerous San Francisco Unified District Projects including:
‐ Spring Valley Elementary School Modernization ($5 Million) ‐ Downtown High School ($5 Million)
‐ Cabrillo Elementary School ($3 Million)
‐ Spring Valley Eleme
ntary Structural Renovation and Masonry Repair ($3 Million)
Eagle Enterprises
Inspector of Record
Mark worked for Eagle Enterprises for more than seven years as an Assistant Inspector of Record, Quality Control Inspector, and Inspector of Record. Mark worked on a number of projects including:
Inspector of Record
‐ San Fran
cisco City College Alemany Civic Center and Downtown Campus ($10.5 Million) – 2008‐2010
QC Inspector
‐ Kaiser Hospital Replacement, Vallejo, CA ($350 Million) – 2006‐2008
Assistant Inspector of Record – 2003‐2006
‐ Santa Clara Valley Medical Center ($3 Million)
‐ Franklin McKinley Ambulatory Center, San Jose
‐ Hazel Haw
kins Memorial Hospital MRI Wing Addition
‐ Dianne Feinstein Elementary School ($15 Million)
‐ San Francisco City College Wellness Center ($45 Million)
GC Superintendent/Electrician
1998‐2003
Commercial: Restaurant Remodels, carpentry, electrical, mechanical, plumbing, tile, drywall
Electrician
1992‐1998
Commercial and Residential: Schools, Banks, Data Centers, Warehouses, office, Luxury Condominiums, Multi‐Family, etc.
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Shenandoah Culp
Permit Technician
1 of 1
Experience Summary
Shenandoah is a highly organized Permit Technician with over 6 years of experience in customer service. Her background has instilled her with skills to be highly proficient in data integration, organization, and communications. Her excellent interpersonal skills have heightened her capacity to build rapport with customers. Shenandoah is proficient in the analysis and interpretation of dat a, which contributes to her ability to explain rules and regulations to permit applicants clearly and concisely. She has a remarkable drive to excel, and routinely offers motivation and support to colleagues who need extra encouragement making her a valuable team member to any jurisdiction.
Select Professional Experience
4LEAF Inc.
Permit Technician
2022 – Present
Shenandoah is responsible for serving the public at the Building Department counter for various jurisdictions, which has included the City of Folsom. Some of her duties include accepting plans for plan check, verifying accuracy and completeness of information, calculating permit fees, filing, and acting as support staff to others in the Departme
nt.
Wine and Roses Café – Lodi, CA
Barista
2021 ‐ 2022
Shenandoah worked as the closing barista and was responsible for preparing and handling food, handling money, and providing reliable customer service.
Sherwin‐Williams – Lodi, CA
Paint Handler
2019 – 2020
Responsible for answering phones with proper customer service, lifting an d mixing paint buckets with
attention to detail and care, matching paint colors, and providing dependable customer service.
Day‐O Espresso and Smoothies – Lodi, CA
Shift Supervisor/Barista
2018 – 2019
Experience
6+ Years
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Cindy Lucas
Senior Permit Technician / Trainer
1 of 1
Experience Summary
Cindy is an ICC Certified Permit Technician and Trainer with over 10 years of experience managing projects in various industries. Her experience in these areas have supported her role as a Permit Technician for variou s municipalities. C indy excels as a Permit Technician and Trainer as she delivers the “partnership approach” mindset and provides excellent customer service delivery to all her contacts.
Select Professional Experience
4LEAF, Inc., Pleasanton CA
Sr. Permit Technician/Trainer
January 2020 – Present
Cindy excels in the role of Sr. Permit Technician and also provides quality training to staff who are developing their skills as a Permit Technician. She is highly skilled at performing the technical and clerical duties to support the development process. She is able to review development applications for completeness and accuracy, properly directs development questions to appropriate personnel, and is able to calculate, collect , and document fees associated with development applications. Cindy understands the importance of building and maintaining positive working relationships with co-workers, other staff, and the public using principles of superior customer service. 4LEAF, Inc., Pleasanton CA
Proposal Coordinator
April 2018 – January 2020
Ci
ndy has produced and ensure d the delivery of top quality, on -tim e and effective proposals,
qualification packages, presentations, etc. She a ssisted with the overall pursuit process to ensure that the overall theme, technical scope, staff qualifications, and project experience are accurate, up to date, well written, and graphically pleasing. Ci ndy supported with the development, design, coordination, production, editing, proofing, and delivery of high -qu ality submittals and accompanying marketing
materials.
Experience
10 + years of project management
Education
CA State University Chico
BA – Graphic Arts
Butte College - AA
Certificates
ICC Certified Permit Technician
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Sarrah Patton
Code Enforcement Officer
1 of 2
Experience Summary
Sarrah has more than 10 years of staff management experience, 5 of which are centered around Code Enforcement and housin g laws . Her academic exp erience focused on Fair Housing and has aided in the development of her professional career ende avors as she entered the Code Enforcement industry. Her skills include Case Management, Habitability Codes, Municipal Client Relations, Landlord & Tenant Rights, Conflict Resolution, and Enforcing Municipal Codes with an emphasis on Planning Re gulations. Sarrah’s background in Real Estate and Fair Housing make her a strong Code Enforcement Officer as she is able to enforce municipal codes and violations that lead to the preven tion of public nuisance s and provide a safe and compliant environment fo r jurisdictional residents.
Professional Experience
4LEAF, Inc.
Code Enforcement Officer
2022 - Present
Sarrah performs the following Code Enforcement duties for our clients:
• Inspect land, structures, vehicles, and stored materials for compliance with applicable planning, zoning, and other codes and laws.
• Respond to complaints regarding municipal and other code violations, laws, or statutes where enforcement authority is defined.
• Issue citations to property owners and worked with them to bring property into compliance. • Compile notes and photographs on assigned cases and researched property ownership. • Prepare inspection and abatement warrants for approval. • Investigate codes, licenses, and fee violations and issue appropriate warnings and citations.
Pacific Union (DBA: COMPASS) – City of Napa, CA
Operations Manager
6/2019 - 9/2021
In her prior ro le, Sarrah’s responsibilities included o perations and office management, supply ordering and organization, equipment management and troubleshooting, A/R delegation, and marketing collateral assistance, creation, and distribution . She also manage d a team o f 21 agents, which helped advance her skills in m ulti-tasking and leadership —qualities that she has continued to develop Experience
5+ years
Education
Fair Housing
National Fair Housing Alliance
Fundamentals, Testing Coordination
Denver Metro Fair Housing Center
Accounting & Communications
East Central University
Certifications/Licenses
Certified Transaction Coordinator
Certified Typist
Licensed Real Estate Agent
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Sarrah Patton
throughout her career . Her experience in Fair Housing and Case Management allowed Sarrah to accomplish her duties as Operations Manager and led to her interest in a career in Code Enforcement.
Fair Housing Napa Valley – City of Napa, CA
Intake Specialist, Fair Housing Specialist II
7/2015 - 5/2019
As an Intake and Fair Housing Specialist, Sarrah ’s duties centered a round case management, advocacy for protected classes , code enforcement, database entry, and HUD (Housing and Urban Development) grant reporting. She upheld processes outlined by the National Fair Housing Alliance, Share the Care, and Born to Age organizations to ensure equal rights for protected classes in regard to potential discrimination concerning housing situations. This role progressed Sarah’s interest in the detection and prevention of building code violations.
South Napa Earthquake Recovery Group
Case Manager
3/2015 - 7/2015
Sarrah’s experience as a Case Manager introduced her to working with residents and clients who ha d been affected by a devastating situation and allowed her to explore housing co des while working to identify the needs of cli ents impacted by the 2014 earthquake . In her role, Sarrah procured resources and referred clients to necessary FEMA, City, and County programs . She also assisted clients with applying for resources.
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Jennifer Keleher
Code Enforcement Officer
1 of 2
Experience Summary
Jennifer has over 16 years of staff management experience. She acquired a breadth of municipal knowledge and skills in h er time working at the City of Santa Rosa and has exceptional skills in conflict resolution. Jennifer is excellent at communicatin g and enforcing municipal codes and violations to prevent public nuisances and provide a safe and compliant environment for jurisdictional residents.
In her recent placements providing Code Enforcement services to the City of Larkspur and the City of Pinole, Jennifer ensures that inspections and evaluations for both residential and commercial structures are compliant and follow the appropriate codes and regulations.
Professional Experience
4LEAF, Inc.
Code Enforcement Officer
2022 - Present
Jennifer performs the following Code Enforcement duties for our clients:
• Inspects and evaluates residential and co mmercial buildings and structures for compliance with the appropriate codes, other applicable regulations, and approved plans and specifications. • Responds to complaints regarding munic ipal and other code violations, laws, or statutes where enforcement autho rity is defined and work with property owners issued citations to bring property into compliance.
• Compiles notes and photographs on assigned cases and researches property ownership. • Prepares inspection and abatement warrants for approval. • Investigates codes, licenses, and fee violations and issues appropriate warnings and citations.
Artizen Staffing Agency, City of Santa Rosa Code Enforcement Senior Administrative Assistant
1/2022 - 6/2022
• Produced and edited electronic letters, memoranda, reports, and other materials. • Understood, interpreted, and p rovided specific information regarding department services or policies to the public or other city employees, in person, over the phone, or by mail. • Prepared d ocuments such as agenda, memorand a, bid specifications, permits, legal notices, personnel actio n forms, pur chasing requisitions, pay ment requests, evaluations, and other materials.
Experience
16+ years
Education
Certified Dental Assistant
College of San Mateo
Skills
MS Office Suite
Accela
Data Ticket
Google Suite
Canva
Adobe Acrobat Pro
Hansen
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Jennifer Keleher
• Proofread, coded, checked, and recorded information.
• Established and maintained alphabetical, numerical, index, and cross-reference files. • Composed routine correspondence and reports on behalf of managerial and professional staff.
City of Santa Rosa Finance Department (Parking Division) Senior Administrative Assistant
2020 - 2021
• Composed routine correspondence and reports on behalf of managerial and professional staff. • Gathered and recorded financial statements as well as made daily cash deposits, received and recorded fees for permits and citations, and performed arithmetical calculations. • Created, modif ied, and revised forms, computer applications, and other related material and processes.
• Created and distributed financial reports to various departments.
National Indian Justice Center
Administrative Assistant / Training Coordinator
2017 - 2020
• Provided s upport for o n-site training including participant registration, distribut ing training materials and evaluations, and preparing and printing training manuals. • Managed hotel contracts from start to finish including negotiation of meeting space, audio/visual coordination, room block reservation, and food and beverage orders. • Coordinated travel for staff and consultants, entered all payments into QuickBooks, and created expense reports for the Finance Manager.
• Tracked and updated grant tasks/budgets and created financial reports for grant reporting. • Assisted with creating job descriptions and performed general office duties.
Sonoma State University, School of Science and Technology Administrative Assistant II
2016 - 2017
• Supported senior advancement staff with cal endar appointments per directio n fr om VP of Advancement and/or senior executives.
• Served as receptionist for the main off ice providing customer service to students , faculty, staff, family, and community members as well as directed visitors, and verified appointments. • Processed and prepared do cuments, records, and forms , gathered data, com pleted data entry, and prepared standard reports.
Social Finance (SoFi)
Office Manager
2015 - 2017
• Served as a li aison between teams and worked with departments across the company promoting communication and collaboration as a culture carrier. • Prepared and facilitated department events.
• Scheduled and set up meeting rooms as well as scheduled meetings and travel. 141 of 1216
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OCTOBER 25, 2022
PROPOSAL TO PROVIDE
PLAN CHECK AND ON-CALL STAFFING SERVICES
FOR THE
CITY OR PINOLE
SECTION C
EXPERIENCE, QUALIFICATIONS
AND REFERENCES
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Proposal to Provide Plan Check and On-Call Staffing Services to the City of Pinole Page 7 Section C: Experience, Qualifications and References October 25, 2022 SECTION C: EXPERIENCE, QUALIFICATIONS AND REFERENCES
City of Pinole, CA
Code Enforcement, Plan Review, Inspection, and Chief Building Official
4LEAF has been working with the City of Pinole in several capacities including Plan Review, Code Enforcement Programs, Inspections, and providing an Interim Chief Building Official. These services assist the community in updating their construction to be in compliance with the current codes, especially for residents who did not go through a formal p ermitting process.
Housing Program – Code Enforcement
4LEAF is currently providing inspection and project administration support services to residents of the City who have completed work without going through a formal permitting process. Through strong organization and effective communication, the community has been very receptive to getting their properties up to the current codes and standards and avoiding life‐safety construction hazards to the comm
unity. Both our Inspectors are working
diligently to maintain a database of cases and track permitting progress on properties that need inspections to verify their property meets current residential health and safety code and the adopted California Building Codes.
Interim Chief Building Official
4LEAF provided the City with an Interim Chief Building Official. Lucas Chapman, CBO was with the City of Pinole on behalf of 4LEAF for more than one year. Lucas routinely performed plan reviews and inspections on large commercial and important City projects. Lucas also helped manage up to two Permit Technicians and one Building Insp
ector.
CRW Permitting System Automation
4LEAF recently provided the City of Pinole with Administration assistance for the upgrades to their CRW Permitting System. Our staff helped organize and administer workarounds to allow staff to successfully navigate the permitting system, integrate with other departments, and interface with the community to process permits in a reasonable time frame.
Building Inspection Services and Emergency Response Team 4LEAF provides all the inspection services for the City to include residential and commercial inspections for all trades including Building, Mechanical, Electrical, and Plumbing. Our firm provides after hours and weekend response to emergency life‐safety situations due to fire, weather damage, or power loss to determine if the residences were safe to resu me occupancy.
Client Name: City of Pinole
Project Location: Pinole, CA
Client Contact: Tamara Miller, Public Works Director
Client Address: 2131 Pear St, Pinole, CA 94564
Client Phone: (510) 724‐9010
Contact Email: [email protected]
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Proposal to Provide Plan Check and On-Call Staffing Services to the City of Pinole Page 8 Section C: Experience, Qualifications and References October 25, 2022 City of San Pablo, CA
Code Enforcement, Plan Review, Inspection Services, and Chief Building Official
For the past 4 years, 4LEAF has been working with the City of San Pablo in several different capacities including Code Enforcement, Plan Review, Inspections, and Interim Chief Building Official to assist the community in helping its customers update their construction to maintain compliance with the current codes, especially those who di d not go through a formal permitting process.
Housing Program – Code Enforcement
4LEAF is currently providing inspection and project administration support services to City of San Pablo residents who have completed work without going through a formal permitting process. Through strong organization and effective communication, the community has been receptive to getting their properties up to the current codes and standards and avoiding construction hazards. Both of our Inspectors, Steve
n Mello and Greg Adams, are working
diligently to maintain a database of cases and track permitting progress on properties that need inspections to verify their property meets the current residential health and safety code and the current adopted California Building Codes. Our Project Administrator works both on‐site and off‐site coordina
ting, managing, and assigning inspections regarding this program.
Interim Chief Building Official
4LEAF has provided the City with an Interim Chief Building Official for more than two years in this capacity. 4LEAF’s Building Official routinely performs Plan Reviews and Inspections on large commercial and important City projects and has helped manage up to two Permit Technicians, one Building Inspector, and three Permit Technicians.
Building Inspection Services
4LEAF provides all the inspection services for the City to include residential and commercial inspections for all trades including Building, Mechanical, Electrical, and Plumbing. 4LEAF personnel is responsible for inserting all the inspection results into the City’s permitting system CRW.
Client Name: City of San Pablo
Project Location: San Pablo, CA
Client Contact: Charles Ching, Assistant CM
Client Address: 13831 San Pablo Ave., San Pablo
Client Phone: (510) 215‐3031
Contact Email: [email protected]
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Proposal to Provide Plan Check and On-Call Staffing Services to the City of Pinole Page 9 Section C: Experience, Qualifications and References October 25, 2022 Project Development Unit (PDU) ‐ County of San Mateo, CA Building and Fire Plan Check, Fire Inspection, and Inspector of Record Services
4LEAF is currently performing Plan Check and Inspector of Record services for multiple projects on behalf of the County of San Mateo’s Project Development Unit. This $1 Billion program consists of up to 18 projects over the course of more than five years. 4LEAF is responsible for the combination inspections and in spection reports related to all projects including:
Regional Operations Center
The new 37,000 square foot, two‐story Regional Operations Center (ROC) will be located on the County Center campus where the motor pool was once located. On a daily basis, the Center will house 9‐1‐1 Public Safety Dispatchers, an Emergency Operations Center, and the Office of Emergency Services. More importantly, the ROC will serve as a hub for pu
blic safety responders during major catastrophic events. The building will achieve LEED Silver certification from the U.S. Green Building Council and is the largest project funded to date by Measure K.
Skylonda Fire Station #58
This project consists of a barracks/office building consolidating the functions and operations of two existing structures into a single structure. The barracks/office building will contain administrative offices and related support spaces, conference and training rooms, a kitchen and dining room, dayroom, dorm rooms, fitness rooms, showers, and restrooms. A new primary vehi cular access connection shall be provided to Skyline Boulevard to facilitate improved traffic sightlines and vehicle turning radiuses.
Animal Shelter
The County of San Mateo is constructing a new animal shelter that will be located at the Coyote point site of the current animal shelter to replace the existing shelter buildings. This Design‐Build project will contain programmed space for a variety of mandated animal care services, limited community services, clinic service s, and administrative services. The project currently underway will replace the existing facility with a new approximately 27,000 square foot animal shelter facility.
Additional Projects:
• County Office Building #3 • Parking Structure #2 • Portola House • Cordilleras • San Mateo Medical Center • Pescadero Fire Station • South San Francisco Health Center • La Honda Fire Station • Pine Street Project • Sanchez Adobe Visitors Center • Maple Street Homeless Shelter
Client Name: County of San Mateo, PDU
Project Location: County of San Mateo, CA
Client Contact: Adam Ely, Director
Client Telephone: (650) 599‐9063
Client Email: [email protected]
Completion Date: Varies by Project
Total Program Cost: ~$1 Billion
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Proposal to Provide Plan Check and On-Call Staffing Services to the City of Pinole Page 10 Section C: Experience, Qualifications and References October 25, 2022 City of Cupertino, CA
On‐Call Plan Review, Fire Plan Check, and Inspection Services
4LEAF performs on‐call building inspection, plan review, and fire plan review services for the City of Cupertino. 4LEAF has completed numerous residential and commercial plan reviews.
Apple Campus 2
4LEAF provided the Building, Fire, and Public Works Department Inspection services on the largest private commercial construction project in the Country. 4LEAF was tasked with mobilizing a project team of more than 20 Building, Fire, and Public Works Inspectors, Project Administration Staff, and Engineering team for this more than $6 Billion pr oject . 4LEAF was responsible for coordinating the inspections in relation to the City’s permits and ultimately packaging milestones of the project for occupancy approval from the City’s Chief Building Official. The project included:
Main Building – The Main Building accommodates up to 12,000 employees and comprises approximately 2.8 million sf.
Corporate Fitness Center – Comprising approximately 100,000 sf. Corporate Auditorium – Comprising approximately 120,000 sf and will hold up to 1,000 people.
North and South Parking Structures – Two above‐grade parking structures of approximatel
y 6,000 spaces.
Central Utility Plant – Integrated parking structure and serves all buildings on the Main Building site.
Phase 2 Research and Development Buildings – 600,000 sf of office, research, and development and two separate above ground parking garages.
Vallco
4LEAF was also selected to perform inspections for the $2.2 Billion Vallco project, which will provide approximately 430,939 sf of new retail along with 2,402 residential units and 1,981,447 sf of office with eleven (11) 22‐story mixed‐use high‐rise buildings connected by a 30‐acre green roof spanning the majority of th
e Vallco property.
4LEAF performed a review on the Main Street Cupertino Project. The 17.4 acre Downtown Cupertino project includes 130,000 square feet of retail space, 100,000 sf of office space, and 160 units of high‐end senior Housing, and a 250‐room hotel.
Agency Name: City of Cupertino
Project Dates: 2010 ‐ 2018
Client Contact: Albert Salvador, P.E., C.B.O., Chief Building Official Client Telephone: Office: (408) 777‐3328
Client Address: 10300 Torre Ave, Cupertino, CA 95014
Contact Email: [email protected]
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Proposal to Provide Plan Check and On-Call Staffing Services to the City of Pinole Page 11 Section C: Experience, Qualifications and References October 25, 2022 City of Palo Alto, CA
Building Inspection, Permit Technician, Plan Review
Since 2007, 4LEAF has provided several combination inspectors to assist the City staff with routine daily inspections for commercial and residential properties located throughout Palo Alto. Our inspection services vary from full‐time to temporary part‐time staff.
On‐Site Plans Examiners
Since 2010, 4LEAF has provided on‐site plans examiners for the City of Palo Alto. All Plans Examiners are registered Engineers in the State of California and are responsible for reviewing larger projects between $100,000 to $50,000,000 under the direction of the Chief Building Official. In addition, they will also assist th e Permit Counter with over‐the‐counter plan reviews and general questions from the public. Some of the most recently reviewed projects include Skype, Stanford Medical Center, Technology Credit Union, and VMware. 4LEAF is currently reviewing and inspecting the following projects
Stanford Biomedical Innovation Building – $126 Million
New research laboratory building for Stanford University School of Medicine. Four‐ story above garage and one below grade for a total of 216,647 SF. Wet‐bench research laboratories and associate support spaces, faculty offices and open office spaces workstations, conference rooms and staff amenity spaces.
2600 El Camino Real – $13.5 Million
New four‐story 62,616 SF office building over one level of basement garage parking (36,957 SF) office is structurally connected to a two‐story above grade parking garage (24,059 SF)
City of Palo Alto Public Safety Building – $84 Million
New three‐story, 136,873 SF City of Palo Alto Public Safety Building will have 2 levels of underground parking and will house the Police Department, 911 Emergency Dispatch Center, the Emergency Operations Center, the Office of Emergency Services, and the administration needs of the Fire Department.
744 San Antonio Rd. – $42 Million
Courtyard by Marriott and an AC Hotel by Marriott. Two, five‐story hotels (164,764 SF) hotels offering a combined 294 rooms with surface and underground parking.
ISO 1 Rating
With approximately 13 full‐time personnel working at the City of Palo Alto, 4LEAF was instrumental in the program put in place to achieve an ISO 1 Rating. In March of 2015, Palo Alto became the 8th City in the Country out of 14,000 Building Departments to achieve this status.
Client Name: City of Palo Alto
Project Dates: 2007 ‐ Present
Client Contact: George Hoyt, CBO, Chief Building Official Client Telephone: Office: (650) 329‐2368
Client Address: 285 Hamilton Ave. Palo Alto, CA 94301 Contact Email: George.Hoyt @CityofPaloAlto.org
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OCTOBER 25, 2022
PROPOSAL TO PROVIDE
PLAN CHECK AND ON-CALL STAFFING SERVICES
FOR THE
CITY OR PINOLE
SECTION D
SERVICES UNDERSTANDING
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Proposal to Provide Plan Check and On-Call Staffing Services to the City of Pinole Page 12 Section D: Services Understanding October 25, 2022
SECTION D: SERVICES UNDERSTANDING
The City of Pinole is seeking qualified firms to provide a variety of technical building support services on an as‐ needed basis. Given the volume of permit activity and development in the City of Pinole, the Community Development Department may require additional professional expertise to maintain existing levels of service across several of its core functions. 4LEAF can provide the City th e following as‐needed services:
Plan Review Services
4LEAF will provide Plan Review for any type of structure to ensure compliance with all adopted codes, local ordinances (including Tier 1 of Cal Green, if required) and State and federal laws that pertain to Building and Safety, and for compliance with the adopted International Code Council (ICC) Building, Plumbing, Electrical, Mechanical, National Fir
e Protection codes and standards, and the Accessibility and Noise and Energy Conservation requirements as mandated by the State of California Title 24, State of California Water Efficient Landscape Ordinance, the State of California Certified Access Specialist (CASp) compliance, and all other applicable ordinances. The types of projects we pr ovide these services for include Single‐Family Dwellings, large Multi‐Family Mixed‐Use Dwelling Units, Commercial, and Industrial.
Approach
We understand that the specific building plan review responsibilities will include, but are not limited to:
Examining plans, drawings, specifications, computations documents, soils reports, and additional data. Ascertaining whether projects are in accordance with applicable building and fire codes, and City ordinances, including but not limited to Title 24 and Title 25. Performing such reviews as structural, MEP, green building, fire and life safety, grading and drainage. Reviewing plans to ensure conformity to the required strengths, stresses, strains, loads, and stability as per the applicable laws.
Reviewing plans to ensure conformity with use and occupancy classification, general building heights and areas, ty pes of construction, fire resistance construction and protection systems, means of egress, accessibility, structural design, soils and foundations, and masonry. Providing additional plan review services as requested by the City. Conducting all plan review at the City Department or at a site mutually agreed upon in writing and. Supplyi
ng all plan review staff with all code books and other basic professional references.
On‐ and Off‐Site Review
4LEAF can supply Registered Professional Engineers to the City to work on‐site performing structural plan review and non‐structural reviews at the jurisdiction’s discretion. Our experience includes checking for compliance with the structural, life‐safety, accessibility, plumbing, mechanical, electrical, fire, and local codes/ordinances.
Process Mapping
4LEAF aims to bring departmental processes together by identifying and eliminating obstacles to streamline processes. Our subject‐matter experts visit each department within a jurisdiction to conduct an analysis of existing processes, identify how best to streamline separate departmental processes to improve workflow, and provide guidance and recommendations on an improved work plan. 149 of 1216
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Proposal to Provide Plan Check and On-Call Staffing Services to the City of Pinole Page 13 Section D: Services Understanding October 25, 2022
Plan Review QA/AC Review Process
Task 1 – Project Tracking Set‐up
The first step of our process will be to set up the project in our system to enable 4LEAF and the City of Pinole each to track the progress of the review. Our plan tracking procedures are designed to track each submittal throughout the review pr ocess and maintain accurate and comprehensive records for each submittal.
Task 2 ‐ Complete Submittal Review
Upon receiving the plans from the City , 4LEAF will triage (preliminary plan review performed by 4LEAF plan review project lead) the submittal to verify that the submittal received is complete (i.e., all pertinent plans, calculations, reports, and other related documents) in order that we can beg in our review. If the submitted package is incomplete, we will communicate with the City to discuss the deficient documents needed to proceed with our review.
Task 3 ‐ Plan Review Assignment
After the triage process is performed and a complete package is verified, the project will be assigned to the most qualified Plans Examiner and a turnaround time will be established. We will log each application into our database the same day the plans are received to assure that the y are routed in a timely manner and to allow for daily project tracking.
Task 4 ‐ Plan Review
4LEAF will provide the project contact (Developer, Contractor, Architect, or Engineer) desired by the City of Pinole with a list of any items needing correction and clarification to comply with applicable building codes, ordinances, and regulations. A correction list will be created based on the missing codes and ordinances.
Task 5 ‐ Quality Control
Prior to submitting the plan review correction list to the City , the designated plan review project lead will review the correction list for adherence to applicable codes and ordinances as well as for accuracy and completeness.
After completion of our quality control review a correction list w ill be e‐mailed to a designated staff member at the City of Pinole or as directed by the City .
The correction list and a 4LEAF transmittal form will include the following information: a description of the work, type of construction, occupancy group, square footage, number of floors, and sprinkler requirements.
Task 6 ‐ Plan Review Rechecks
Plans received for rechecks will be reviewed for conformance. Our goal is to actively work with the designers to resolve all unresolved issues after our second review. If it appears that there are complicated issues that might cause a project to go beyond our second review, we will comm unicate directly with the designer to resolve these concerns.
Task 7 ‐ Project Approval
Once the final plan reviews are completed and ready for approval, 4LEAF will organize the plans and supporting documents per the City of Pinole processing requirements and return them to the City , along with our letter of completion.
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Proposal to Provide Plan Check and On-Call Staffing Services to the City of Pinole Page 14 Section D: Services Understanding October 25, 2022
Turn‐Around Times
4LEAF has a tremendous reputation for completing projects on‐time and under budget. 4LEAF’s plan review team is widely recognized for quick turn‐around times and prompt service. Off‐site plan reviews are performed at our office, with plans transmitted by personal delivery or overnight service. The standard turn‐around time is within 10 business days for residential pla
n reviews and within 10 days for commercial/industrial plan reviews; however, these timeframes are negotiable based on your needs. 4LEAF also provides Fire Plan Review services.
Type of
Plans
Transportation
Pick up & Delivery
Initial
Review
Resubmittal
Review
Resubmittal
Review #2
Expedited
Review
Expedited
Resubmittal
Residential < 24 Hours < 10 Days < 5 Days < 5 Days < 5 Days < 3 Days Multi‐
Family < 24 Hours < 10 Days < 5 Days < 5 Days < 5 Days < 3 Days Residential
Remodel < 24 Hours < 10 Days < 5 Days < 5 Days < 5 Days < 3 Days Residential
Addition < 24 Hours < 10 Days < 5 Days < 5 Days < 5 Days < 3 Days Commercial < 24 Hours < 10 Days < 5 Days < 5 Days < 5 Days < 3 Days Commercial
Addition < 24 Hours < 10 Days < 5 Days < 5 Days < 5 Days < 3 Days Commercial
Remodel < 24 Hours < 10 Days < 5 Days < 5 Days < 5 Days < 3 Days Commercial
> 15,000 s.f. < 24 Hours Negotiable Negotiable Negotiable Negotiable Negotiable *Larger complex plan reviews can be negotiated to achieve the best possible pricing. 4LEAF has a proven track record of working with municipalities to provide expedited reviews with special discounted pricing.
Pick‐up of all plans will be performed by 4LEAF staff within 24 hours of the City’s phone call or e‐mail. 4LEAF prefers to pick‐up and deliver the plans in person to communicate information that may be pertinent to the project and maintain consistent communication. At no additional cost, 4LEAF st aff will transport the plans to and from the City upon a phone call to the 4LEAF office or simply e‐mail for “pick‐up” to [email protected].
4LEAF’s EZPlan Review
EZPlan Review is our in‐house tracking software that acts as a communication tool between 4LEAF and the
jurisdictions we work with. The use of EZPlan makes communication easy. This web portal allows users
visualize project due dates, notes, and status updates so that projects can be followed from start to finish.
Additionally, 4LEAF provid
es electronically stamped and
uploaded copies of approved project plans, a value which saves clients time and resources. With the use of EZPlan, 4LEAF hopes to provide a level of ease and transparency during the off‐site plan review process.
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Document Control
When plans and documents are received for review, 4LEAF’s Plan Review Manager and Document Control Technician analyze the project, creates a job number, and completes a Job Setup Sheet. This form highlights both the jurisdiction, applicable contact information, and all project specific design criteria and notes. Jobs are then transmitted through 4LEAF’s easily accessed EZPlan Revie w Portal which tracks initial and subsequent reviews and is open for view by the client. The City and their customers can view 4LEAF’s plan review control log through 4LEAF’s EZPlan Review Portal.
Plans then get distributed for review to a 4LEAF team consisting of Plan Review Engineers, Architect (a licensed state professional) and/or an ICC Certified Plans Examiner, as applicable. Our staff then performs his or her function of analyzing the plans and documentation for effective conformance to the state codes, referenced construction standards, and City am endments. 4LEAF’s code review methodology is “The Effective Use of the Codes” reinforced through proprietary and jurisdictional checklists. When complete, the Plan Review Manager overviews the project for quality control purposes and forwards comments or approvals to the client’s pre‐ designated contacts.
Off‐Site Electronic Plan Review
Digital plan review allows 4LEAF the ability to review, markup and transport plans of any size electronically. We strongly encourage this service for our clients. This process delivers a high degree of cost effectiveness, time efficiency and a “green” and environmentally friendly system. Through our strong focus on utilizing this digital capability, we offer full access to all 4LEAF en
gineers and plans examiners company‐wide, from any of our office locations. A protected online portal will be established to allow property owners, contractors, developers, businesses, designers, and stakeholders to submit plans electronically for review. Access to the online portal will be given to City staff for imm ediate access to information regarding project status during the review process.
4LEAF has successfully implemented and used Bluebeam for electronic review of files to help eliminate the use of paper and take the plan review workflow to a whole new level. 4LEAF’s offices are equipped with large scale monitors for easy review of plans. Bluebeam Revu combines powerful PDF editing, markup, and collaboration tech
nology with reliable file creation. Bluebeam integrates flawlessly with our Green Line approach for electronic and timely turnarounds resulting in permit issuance within 5‐7 business days.
Additional Technologies
Having served more than 350 jurisdictions, 4LEAF and our staff are knowledgeable and have experience working with a variety of different technologies for Electronic Plan Review, Permit Tracking, and Building Inspections. 4LEAF’s experience with tracking technologies includes, but is not limited to:
Structural Only Review
Upon request, 4LEAF will perform “structural only” reviews for the City. 4LEAF can communicate directly with the designers via email, in‐person meetings, and through our EZPlan Review system. 4LEAF prefers PDF files for “structural only” reviews as they allow several Structural Engineers to review plans together should there be design‐relate d questions. The majority of 4LEAF’s plan review engineers have a design background and work well with project designers.
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Certified Access Specialist (CASp)
4LEAF has performed CASp inspections, plan review projects, and have consulted on numerous construction projects for accessibility questions and advice.
Building Department Staffing Services
4LEAF has a proven track record of providing Permit Technician/Counter staff and Building Officials to jurisdictions. 4LEAF can deploy such staff on short notice and offer training programs for department staff, if required. Our staff encompasses the right combination of experience, education, and certifications.
Permit Technician
4LEAF Permit Technician Staff must be experienced and dedicated to serving the public at the Planning and Building Department counter. 4LEAF has numerous of Permit/Counter Technicians on staff, many who are currently assigned to Building Departments throughout the state. All staff will have the materials, resources, tools, and training required to perform the job. Ty pical Permit Technician duties include:
Accepting plans for plan check
Verification that plans are accurate and complete
Calculating permit fees
Explaining ordinances and procedures to owners, contractors, developers, architects, and the public Assisting with preparation of permit applications
Receiving plans for Planning and Buildi ng permits and route to various agencies (if requested) Accepting complaints on code violations, process, and record complaints Answering phone calls for field and office staff
Processing inspection requests
Maintaining files for building permits
Operating the Building Department’s computerized information system Inputting a va riety of information, including building permits and inspections Completing related duties and responsibilities as assigned by Building Official and Senior staff members
Building Official
4LEAF Interim Building Officials can provide in‐house plan reviews to the City, limiting the amount of projects distributed to outside consultants and helping the City achieve significant cost savings. The Building Official will act as an adjunct staff member to the City and work with City personnel and various departments to perform professional building services i
ncluding but not limited to plan review, permit technician, building inspection, and code enforcement. Staff qualifications for this role include evaluating and documenting projects for compliance with applicable building standards and housing codes, on‐ and off‐site plan review, staff augmentation, and other building department related tasks. Proposed staff for this role will be appropriately train ed and certified for all work.
Placement Schedule
Building Department Staff Interim Full‐Time
Permit Technician (ICC Certified) < 2 Days < 5 Days
Assistant Permit Technician/ Counter Staff < 2 Days < 5 Days Building Official < 2 Days < 15 Days
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Proposal to Provide Plan Check and On-Call Staffing Services to the City of Pinole Page 17 Section D: Services Understanding October 25, 2022
Fire Plan Review Services
Our Fire team is comprised of experienced Fire Plan Reviewers, Fire Protection Engineers, Fire Marshals, and Fire Chiefs. 4LEAF’s fire inspectors are all ICC and/or OSFM Certified and experienced working within a municipal work environment. Our fire plan review and inspection processes similarly follow the procedures and timelines outlines in our Building pla n review and inspection sections. We have worked on several high‐profile contracts for fire prevention services and recovery programs including:
University of California, Davis – Fire Plan Review
City of Folsom – Fire Plan Review
Lathrop/Manteca Fire District – Fire Plan Review
County of Sacramento – Fir e Plan Review
County of Placer – Fire Plan Review
Solano County – Fire Recovery Program
Sonoma County – Fire Recovery Program
Town of Paradise – Fire Recovery Program
Livermore Pleasanton Fire Department – Fire Review and Inspection Services City of Oakland Fire Department – Fir e Plan Review Services
Fire Plan Review
4LEAF can provide plan review services for all types of occupancies and construction types to ensure compliance with all adopted codes, local ordinances and state and federal laws, ordinances, regulations, and standards that pertain to Fire Life Safety Including, but not limited to:
CA Title 24, Parts 2, 3, 4, and 9
NFPA 13, 13R, 13D, 24, and 72
Local am
endments to the California Building and Fire Codes
California Health and Safety Code
Municipal Fire Standards & Municipal Codes
National Fire Protection Referenced Standards
4LEAF is one of the Fire Life Safety industry’s leaders in Plan Review Services. Our Fire Plan Review Services include:
Compliance for Site Acc
ess Requirements
Compliance for Fire Flow Requirements
Review of Fire Prevention, Suppression, and
Detection Systems
Sprinkler, Standpipe, Alarm, Notification
Systems, and Fire Pump Code Compliance
Hazardous Occupancies, High Piled Storage, and
Smoke Control Systems
Review of Al
ternate Means
Review of Methods Requests
Annual Business Inspections
Complete Fire Prevention Services
New Construction Inspections
Fire Alarm/Sprinkler Inspections
Special Event Permits
Hazardous Materials Inspections
In‐House Plan Review
Off‐Site Plan Review
Code and Standards
Public Education and Safety Trainin
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Building Inspection Services
4LEAF has a team of more than 200 ICC Certified Building Inspectors, OSHPD/DSA Inspectors of Record, Fire Personnel, and Construction Inspectors working on various contracts. 4LEAF has a team committed to work in Southern California who will remain for the duration of projects to ensure we capture the goals and performance that have made our inspection system successful.
We maintain the largest database of qualified inspectors of varied qualifications. Inspectors vary from current full‐time inspection staff, idle staff (temporarily between assignments), and pre‐qualified staff which include inspectors who are available subject to client demand. 4LEAF’s inspectors are all ICC Certified and experienced working within a municipal work environment. 4LEAF will provide inspectors with all the necessary tools, equipment, and current code books sufficient to facilitate all required inspections. 4LEAF can provide interim or full‐time inspectors same‐day or within one business day— simply call, email, or text our assigned Project Manager for an immediate response. Our on‐call database is utilized for all our clients for as‐needed requests.
Periodic Inspection Services Available Next Day
4LEAF can fulfill inspection requests immediately upon request including same day. 4LEAF has a wealth of local and available inspectors ready to serve the City. In addition, 4LEAF has a proven track record of providing such services to several different building departments.
Part‐Time Inspection Services Available Next Day
4LEAF will provide the City with part‐time inspectors upon request. 4LEAF can provide part‐time staff within 24 hours of request for any duration of time. 4LEAF’s Project Manager will work closely with the department to identify the right personnel and determine the appropriate work schedule.
Full‐Time Inspection Services Available Two Days or Less 4LEAF can provide full‐time inspectors upon request. 4LEAF provides this service regularly to many clients throughout Southern California, Northern California, Central Coast, Sacramento Valley, Peninsula/South Bay, East Bay, North Bay, and Central Valley.
Project Specific Inspection Services Available Two Days or Less 4LEAF is often tasked with providing inspection services to large projects on behalf of municipalities. 4LEAF currently handles large‐scale projects for such clients as the City of Palo Alto, City of Cupertino, etc. These projects are developer funded into a separate City account which is distributed to 4LEAF using a separate invoice and contract number. This is particularly helpful to fast paced projects looking for continuous inspection services over a short period of time (i.e., 6 ‐ 36 Months).
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Code Enforcement Services
4LEAF can provide the City with experienced Code Enforcement services for to address current and upcoming project needs. Services provided to the City shall include but not be limited to:
Inspections
4LEAF can provide certified and qualified staff to perform Code Enforcement inspections in a lawful manner that respects the reasonable expectations of privacy and security of residents and their properties.
Inspections conducted will determine if conditions on the properties being inspected are compliant with applicable sections of the current editions of the Internati
onal Property Maintenance Code, City Code, CA Building Code, and any Code adopted by reference by the City.
4LEAF staff will be qualified to verify that onsite conditions are consistent with the City’s records for development approvals, square footage, setbacks, heights, and other requirements that may be applicable. 4LEAF staff are qualifie d to do the following:
Perform inspections for violations of Building Codes and Ordinances as adopted by the City. Research properties for prior approvals, permits, and general information relating to violations. Investigate and take necessary action when a violation of City Code exists, and consulting with City Counsel as required when requeste
d by the Code Enforcement Chief.
Comply with the City’s procedures for reporting inspection results and deficiencies. Using City inspection correction forms.
Making appropriate entries in City records.
Conduct follow‐up inspections as needed.
Notify the responsible parties of other ag ency approvals prior to closing a code enforcement action. Maintain records as needed for the efficient and effective operation of the City. Meet with members of the public and City staff daily as needed.
Enforcement
4LEAF staff have the experience in working cooperatively with property owners and other responsible parties to bring properties and/or conditions into compliance with applicable bodies of law. Our team will be able to determine when voluntary compliance is not forthcoming from property owners or responsible parties. 4LEAF staff has experience in using administrative processes i
ncluding the issuance of administrative citations
to credibly establish at the administrative level that violations of law exist on a property. 4LEAF Code Enforcement Officers have experience in writing criminal citations and in working with legal counsel to assist in the successful prosecution of Code Enforcement cases either in cr iminal or civil court when necessary.
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OCTOBER 25, 2022
PROPOSAL TO PROVIDE
PLAN CHECK AND ON-CALL STAFFING SERVICES
FOR THE
CITY OR PINOLE
SECTION E
COST, RATE AND SERVICE
STRUCTURE
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Cost, Rate and Service Structure December 12, 2022
202 2-2023 FEE SCHEDULE & BASIS OF CHARGES
FOR THE CITY OF PINOLE
All Rates are Subject to Basis of Charges
PLAN REVIEW COST STRUCTURE NOTES
Complete Plan Review Percentage Cost: 65%
(Inclusive of all disciplin es except Fire and Civil, which are billed on an hourly basis.)
Hourly Plan Review: $130 Non-Structural Review
$155 Structural Review
Fee includes:
Initial review and two (2) rechecks. Ho urly
charges appl y af ter three (3) or more
rechecks. Meetings regarding plan checks.
Shipping and courier service.
PROJECT MANAGEMENT
Principal-in-charge ................................................................................................................. $1 95/hour Project Manager .................................................................................................................... $1 70/hour
BUILDING & FIRE
Interim Chief Building Official .................................................................................................. $1 70/hour Senior Combination Building Inspector (Building Inspector III) .................................................. $135/hour Commercial Building Inspector (Building Inspector II) ............................................................... $120/hour Residential Building Inspector (Building Inspector I) ................................................................. $ 105/hour OSHPD Inspection/Review ...................................................................................................... $155/hour Administrative Support........................................................................................................... $70 /hour Permit Technician ................................................................................................................... $85/hour Senior Permit Technician ........................................................................................................ $95 /hour On-Site Structural Plan Review Engineer.................................................................................. $155/hour On-Site Non-Structural Plans Examiner .................................................................................... $1 30/hour Civil Plan Review (Grading, Improvement Plans) ...................................................................... $165/hour Fire Protection Engineer (FPE)................................................................................................. $ 189/hour Fire Plan Examiner.................................................................................................................. $140/hour Fire Prevention Officer ........................................................................................................... $142 /hour Fire Inspector I ....................................................................................................................... $1 20/hour Fire Inspector II ...................................................................................................................... $135/hour Public Works Inspector ........................................................................................................... $1 55/hour CASp Inspection/Review......................................................................................................... $175/hour Permit/Counter Manager ....................................................................................................... $110/hour GoFormz Software ....................................................................................................... $50/user monthly Hourly overtime charge per inspector............................................................................... 1.5 x hourly rate Mileage (for inspections performed within the City) .............................................................IRS Rate + 20% 158 of 1216
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Cost, Rate and Service Structure December 12, 2022
CODE ENFORCEMENT
Project Manager .................................................................................................................... $ 185/hour Director of Code Enforcement ................................................................................................ $ 150/hour Senior Code Enforcement Officer ............................................................................................ $130/hour Code Enforcement Officer ...................................................................................................... $110/hour
PLANNING
Principal-in-Charge ................................................................................................................. $2 80/hour Housing Policy Director ........................................................................................................... $ 225/hour Planning Director.................................................................................................................... $ 205/hour Principal/Planning Manager .................................................................................................... $175/hour Senior Planner........................................................................................................................ $160/hour Associate Planner ................................................................................................................... $140/hour Assistant Planner ................................................................................................................... $115/hour Planning Technician ................................................................................................................ $95/hour
BASIS OF CHARGES
Rates are inclusive of “tools of the trade” such as forms, telephones, and consumables. • All invoicing will be submitted monthly.
• Staff Augmentation work (excluding plan review) is s ubject to 4-hour minimum charges unless stated otherwise. Services billed in 4-hour increments.
• Most plan reviews will be done in 10 business days or less and 5 business days or less for re-checks. This is not inclusive of holidays or the day of the pick-up of plans. • Expedited reviews will be billed at 1.5x the plan review fee listed in the fee schedule. Return time will be within five (5) days or less on regular plan checks and seven (7) days on larger projects upon receipt of the plans from the City. The same term will apply for all plan review cycles. • Plan review of deferred submittals & revisions will be billed at the hourly rates listed. • Larger complex plan reviews can be negotiated to achieve the best possible pricing. • All plan review services will be subject to 2-hour minimum fee. • All plan review services are billed on a percentage basis and includes the initial review and 2 rechecks. - Plan reviews will be billed on an hourly basis only after the initial review and 2 rechecks unless otherwise agreed upon on a case-by-case basis.
- Fire and Civil Reviews are billed on an hourly ba sis and are not included in our plan review percentage.
• 4LEAF assumes that these rates reflect the 2022- 2023 contract period. 3% escalation for 2023-2024, 2024-2025, and 2025-2026 is negotiable per market conditions. • Over time and Premium tim e will be charged as follows:
- Regular time (work begun after 5AM or before 4PM) 1 x hourly rate - Nighttime (work begun after 4PM or before 5AM) 1.125 x hourly rate - Overtime (over 8-hour M-F or Saturdays) 1.5 x hourly rate 159 of 1216
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Cost, Rate and Service Structure December 12, 2022
- Overtime (over 8 hours Sat or 1st 8-hour Sun) 2 x hourly rate - Overtime (over 8 hours Sun or Holidays) 3 x hourly rate • Overtime will only be billed with prior authorization of the Director or other designated City personnel. • All work with less than 8 hours rest between shifts will be charged the appropriate overtime rate. • Mileage driven during the course of Inspections will be charged at cost plus 20%. • Payment due on receipt. All payments over 30 days will be assessed a 1.5% interest charge. • Client shall pay attorneys’ fees, or other costs incurred in collecting delinquent amounts. • Client agrees that 4LEAF’s liability will be limited to the value of services provided. • In accordance with California’s Meal Break and Rest Break Law requirements, Client will be billed one (1) additional hour pe r day at the regula r rate for each missed meal or rest break due to Client-directed tasks or requirements. Client should allow 4LEAF’s non-exempt, hourly employees the opportunity to take their entitled rest and meal breaks during each work shift. • If 4LEAF is requested or o therwise required to conform to Client ’s alternative work wee k schedule (“AWW”), Client hereby agrees to compensate or reimburse 4LEAF for all overtime paid to its employees who work an AWW.
- If 4LEAF’s affected employment group approves an AWW election and the same is registered, the overtime compensation/reimbursement shall not be required.
BASIS OF CHARGES – PREVAILING WAGE
• Rates shown assume the project s will require compliance with California Prevailing Wage rate requirements and assum es the Client will be filing a PWC -100 Form to the California Department of Industrial Relations (DIR) for the projects.
• Rates for prevailing wage categories are subject t o annual escalations in accordance with the bi-annual wage determinations from the California DIR.
• Per the new requirements being enforced under SB 854 and because it is assumed that a PWC-100 Form will be filed by the Client to the CA DIR for each project , 4LEAF is required to notify an authorize d Apprenticeship Committee through submitta l of a DAS -140 form. We are then required to make an official request to an authorized Apprenticeship Committee for an apprentice by submitting a DAS-142 form. We are not assured the apprenticeship committee will be able to provide a suitable / qualified apprentice for the project. Per the apprenticeship requirements, the hours worked by the apprentice must be in a ratio of 1:5 for apprentice to journeyman hours. 4LEAF will not know the labor classification of the Public Works Apprentice until an Apprentice is dispatched to the site; therefore, the rates for the five Periods listed under the California DIR’s Wage determination for Building Construction Inspector were used to determine the range of hourly rates for Public Works Inspector Apprentice. • Pre-approved Overtime and Pr emium hours for labor categories subject to Prevailing Wage requirements will be charged per the following:
Nighttime (work begun after 4PM or before 5AM) 1.125 x hourly rate Overtime (over 8 hours M-F or Saturdays) 1.35 x hourly rate Overtime (over 8 hours Sat or 1
st 8 hours Sun) 1.85 x hourly rate
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• All invoicing will be submitted monthly.
• All work with less than 8 hours rest between shifts will be charged the appropriate overtime rate. • In accordance with California’s Meal Break and Rest Break Law requirements, Client will be billed one (1) additional hour per day at the regular time rate f or each missed meal or rest break due to Client - directed tasks or requirements. Client should allow 4LEA F’s non -exempt, hourly employees the opportunity to take their entitled rest and meal breaks during each work shift. • Subconsultant Invoices will be assessed a 10% Administrative Processing Fee. • Project-related mileage for inspections will be billed at the allowable IRS Rate. • Payment due on receipt. All payments over 30 days will be assessed a 1.5% interest charge. • Client shall pay attorneys’ fees, or other costs incurred in collecting delinquent amounts. • Client agrees that 4LEAF’s liability will be limited to the value of services provided.
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OCTOBER 25, 2022
PROPOSAL TO PROVIDE
PLAN CHECK AND ON-CALL STAFFING SERVICES
FOR THE
CITY OR PINOLE
SECTION F
REQUIRED STATEMENTS /
DOCUMENTS
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Proposal to Provide Plan Check and On-Call Staffing Services to the City of Pinole Page 24 Section F: Required Statements / Documents October 25, 2022 SECTION F: REQUIRED STATEMENTS / DOCUMNETS
Conflict of Interest
4LEAF has no actual, apparent, direct, or indirect, or potential conflicts of interest that may exist with respect to our firm, management, or employees of the firm relative to the services to be provided under the Agreement.
4LEAF has no real or apparent conflict of interest associated with working for the City of Pinole.
Insurance Requirement
4LEAF as the ability and agrees to fulfill the indemnification and insurance requirements contained in the sample contract.
Proprietary
Nothing contained in this submitted proposal is proprietary.
California Public Records Act
4LEAF Acknowledges and understands that all documents submitted to the City in connection with this proposal are subject to the California Public Records Act and may be disclosed without notice.
Exceptions
4LEAF takes no exceptions, alterations or amendments to the Scope of Services or other requirements of the RFP to provide Plan Check and On‐Call Staffing Services, including the Sample Contract (Attachment B).
Actions Filed or Resolved
4LEAF does not have any pending bankruptcies, liens, stop payment notices, judgments, lawsuits, arbitrations, mediations, foreclosures, or have had any similar actions filed or resolved in the past seven (7) years. Never has a client terminated a contract for breach.
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PINOLE CITY COUNCIL
MEETING AGENDA
CITY COUNCIL
Devin T. Murphy, Mayor
Maureen Toms, Mayor Pro Tem
Cameron Sasai, Council Member
Anthony Tave, Council Member
Norma Martínez-Rubin, Council Member
TUESDAY
January 17, 2023
5:00 P.M
Please note: HYBRID MEETING FORMAT
Attend in Person: PINOLE CITY COUNCIL CHAMBERS - 2131 PEAR STREET OR
Attend VIA ZOOM TELECONFERENCE – Details provided below
Please note: Updated COVID-19 safety protocols will be posted outside the City Council Chambers. Please review this information before entering the Council Chambers.
How to Submit Public Comments:
In Person: Attend meeting at the Pinole City Council Chambers, fill out a yellow public comment card and submit it to the City Clerk.
Via Zoom:
Members of the public may submit a live remote public comment via Zoom video conferencing. Download the Zoom mobile app from the Apple Appstore or Google Play. If you are using a desktop computer, you can test your connection to Zoom by clicking here. Zoom also allows you to join the meeting by phone.
From a PC, Mac, iPad, iPhone or Android:
https://us02web.zoom.us/j/89335000272
Webinar ID: 893 3500 0272
By phone: +1 (669) 900-6833 or +1 (253) 215-8782 or +1 (346) 248-7799 • Speakers will be asked to provide their name and city of residence, although providing this is not required for participation.
• Each speaker will be afforded up to 3 minutes to speak (subject to modification by the Mayor)
• Speakers will be muted until their opportunity to provide public comment.
When the Mayor opens the comment period for the item you wish to speak on, please use the “raise hand” feature (or press *9 if connecting via telephone) which will alert staff that you have a comment to provide and press *6 to unmute. To comment with your video enabled, please let the City Clerk know you would like to turn your camera on once you are called to speak.
CORONAVIRUS ADVISORY
INFORMATION:
CLICK HERE for City Updates
CLICK HERE for County Updates
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City Council
Agenda – January 17, 2023