Agenda packet — San Luis Obispo City Council, July 19, 2022 (part 3 of 7)

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Supplemental Purchases. Supplemental purchases may be made from the successful proposer during the contract term in addition to the items listed in the Detail Proposal Submittal Form. For these supplemental purchases, the proposer shall not offer prices to the City in excess of the amounts offered to other similar customers for the same item. If the proposer is willing to offer the City a standard discount on all supplemental purchases from its generally prevailing or published price structure during the contract term, this offer and the amount of discount on a percentage basis should be provided with the proposal submittal.

4. Non-Exclusive Contract. The City reserves the right to purchase the items listed in the Detail Proposal Submittal Form, as well as any supplemental items, from other vendors during the contract term.

5. Unrestrictive Brand Names. Any manufacturer's names, trade names, brand names or catalog numbers used in the specifications are for the purpose of describing and establishing general quality levels.

Such references are not intended to be restrictive. Proposals will be considered for any brand that meets or exceeds the quality of the specifications given for any item. In the event an alternate brand name is proposed, supplemental documentation shall be provided demonstrating that the alternate brand name meets or exceeds the requirements specified herein. The burden of proof as to the suitability of any proposed alternatives is upon the proposer, and the City shall be the sole judge in making this determination.

6. Delivery. Prices quoted for all supplies or equipment to be provided under the terms and conditions of this RFP package shall include delivery charges, to be delivered F.O.B. San Luis Obispo by the successful proposer and received by the City within 90 days after authorization to proceed by the City.

7. Submittal of References. Each proposer shall submit a statement of qualifications and references on the form provided in the RFP package.

8. Statement of Contract Disqualifications. Each proposer shall submit a statement regarding any past governmental agency bidding or contract disqualifications on the form provided in the RFP package.

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PROPOSAL CONTENT

1. Proposal Content. Your proposal must include the following information:

Submittal Forms
a. Proposal submittal summary.
b. Certificate of insurance.
c. References from at least three firms or jurisdictions for whom you have provided similar services.

Qualifications
d. Experience of your firm and those of sub-consultants in performing work and projects relevant to the Scope of Services outlined and described in the request. e. Resumes of the individuals who would be assigned to this project, including any sub-consultants, with their corollary experience highlighted and specific roles in this project clearly described. f. Statement and explanation of any instances where your firm or sub-consultant has been removed from a project or disqualified from proposing on a project.

Work Program
g. Detailed description of your approach to completing the work. h. Detailed schedule by task and sub-task for completing the work. i. Estimated hours for your staff in performing each phase and task of the work, including subconsultants, so we can clearly see who will be doing what work, and how much time it will take. j. Services or data to be provided by the City.
k. Services and deliverables provided by the Consultant(s). l. Any other information that would assist us in making this contract award decision. m. Description of assumptions critical to development of the response which may impact cost or scope.

Requested Changes to Terms and Conditions
n. The City desires to begin work soon after selecting the preferred Consultant Team and expects the Consultant to execute the City’s contract and all of the terms therein, as set forth in Exhibit A. To expedite the contracting process, each submittal shall include requested redlined changes to terms and conditions, if necessary. Please be advised that Consultant’s requested changes to the City’s terms and conditions will be considered by City staff when scoring and determining the competency and responsibility of the bidder.

Proposal Length
o. Proposal length should only be as long as required to be responsive to the RFP, including attachments and supplemental materials.

2. Proposal Evaluation and Selection. Proposals will be evaluated by a review committee and evaluated on the following criteria:
a. Understanding of the work required by the City.
b. Quality, clarity and responsiveness of the proposal.

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c. Demonstrated competence, professional qualifications, and financial capability necessary for successfully performing the work required by the City.
d. Recent team experience in successfully performing similar services. e. Creativity of the proposed approach in completing the work. f. Value
g. References
h. Organizational commitment to sustainability
i. Background and experience of the specific individuals managing and assigned to this project.

As reflected above, contract award will not be based solely on price, but on a combination of factors as determined to be in the best interest of the City. After evaluating the proposals and discussing them further with the finalists or the tentatively selected contractor, the City reserves the right to further negotiate the proposed work and/or method and amount of compensation.

Please also note that the City includes organizational commitments to sustainability in its evaluative criteria. The City’s sustainable procurement policy and objectives include procuring products and services that:
• Conserve natural resources including water, energy, and raw materials; • Minimize environmental impacts such as water and air pollution during use; • Eliminate or reduce toxins that create hazards to workers, citizens, wildlife, and the environment; • Support recycling efforts and use products with recycled content; • Encourage suppliers to reduce environmental impacts;
• Support worker health, safety, and fair wages.

Please include information in your proposal about how your firm supports one or more of these principles.

3. Proposal Review and Award Schedule. The following is an outline of the anticipated schedule for proposal review and contract award:
a. Issue RFP 5/6/2022
b. Pre-Proposal Conference (optional) 5/11/2022
c. Receive proposals 5/30/2022
d. Complete proposal evaluations 6/3/2022
e. Conduct finalist interviews and finalize recommendation 6/10/2022 f. Execute contract 7/5/2022
g. Start work 7/11/2022

4. Pre-Proposal Conference. An optional pre-proposal conference will be held at the following location, date, and time to answer any questions that prospective bidders may have regarding this RFP:

Conference Call Meeting
May 11, 2022; 10:30 – 11:30
Call in: (209) 645-4165
Room Number: 312838419

5. Ownership of Materials. All original drawings, plan documents and other materials prepared by or in possession of the Contractor as part of the work or services under these specifications shall become the permanent property of the City and shall be delivered to the City upon demand.

6. Release of Reports and Information. Any reports, information, data, or other material given to, prepared by or assembled by the Contractor as part of the work or services under these specifications shall be the

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property of the City and shall not be made available to any individual or organization by the Contractor without the prior written approval of the City.

7. Copies of Reports and Information. If the City requests additional copies of reports, drawings, specifications, or any other material in addition to what the Contractor is required to furnish in limited quantities as part of the work or services under these specifications, the Contractor shall provide such additional copies as are requested, and City shall compensate the Contractor for the costs of duplicating of such copies at the Contractor's direct expense.

8. Required Deliverable Products. The Contractor will be required to provide:
a. One electronic submission - digital-ready original .pdf of all final documents. If you wish to file a paper copy, please submit in sealed envelope to the address provided in the RFP. b. Corresponding computer files compatible with the following programs whenever possible unless otherwise directed by the project manager:

Word Processing: MS Word
Spreadsheets: MS Excel
Desktop Publishing: InDesign
Virtual Models: Sketch Up
Digital Maps: Geodatabase shape files in
State Plan Coordinate System as
specified by City GIS staff
c. City staff will review any documents or materials provided by the Contractor and, where necessary, the Contractor will be required to respond to staff comments and make such changes as deemed appropriate.

ALTERNATIVE PROPOSALS

9. Alternative Proposals. The proposer may submit an alternative proposal (or proposals) that it believes will also meet the City's project objectives but in a different way. In this case, the proposer must provide an analysis of the advantages and disadvantages of each of the alternative and discuss under what circumstances the City would prefer one alternative to the other(s).

10. Attendance at Meetings and Hearings. As part of the work scope and included in the contract price is attendance by the Contractor at up to [number] public meetings to present and discuss its findings and recommendations. Contractor shall attend as many "working" meetings with staff as necessary in performing work-scope tasks.

11. Accuracy of Specifications. The specifications for this project are believed by the City to be accurate and to contain no affirmative misrepresentation or any concealment of fact. Bidders are cautioned to undertake an independent analysis of any test results in the specifications, as City does not guaranty the accuracy of its interpretation of test results contained in the specifications package. In preparing its proposal, the bidder and all subcontractors named in its proposal shall bear sole responsibility for proposal preparation errors resulting from any misstatements or omissions in the plans and specifications that could easily have been ascertained by examining either the project site or accurate test data in the City's possession. Although the effect of ambiguities or defects in the plans and specifications will be as determined by law, any patent ambiguity or defect shall give rise to a duty of bidder to inquire prior to proposal submittal. Failure to so inquire shall cause any such ambiguity or defect to be construed against the bidder. An ambiguity or defect

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shall be considered patent if it is of such a nature that the bidder, assuming reasonable skill, ability and diligence on its part, knew or should have known of the existence of the ambiguity or defect. Furthermore, failure of the bidder or subcontractors to notify City in writing of specification or plan defects or ambiguities prior to proposal submittal shall waive any right to assert said defects or ambiguities subsequent to submittal of the proposal.

To the extent that these specifications constitute performance specifications, the City shall not be liable for costs incurred by the successful bidder to achieve the project’s objective or standard beyond the amounts provided there for in the proposal.

In the event that, after awarding the contract, any dispute arises as a result of any actual or alleged ambiguity or defect in the plans and/or specifications, or any other matter whatsoever, Contractor shall immediately notify the City in writing, and the Contractor and all subcontractors shall continue to perform, irrespective of whether or not the ambiguity or defect is major, material, minor or trivial, and irrespective of whether or not a change order, time extension, or additional compensation has been granted by City.

Failure to provide the hereinbefore described written notice within one (1) working day of contractor's becoming aware of the facts giving rise to the dispute shall constitute a waiver of the right to assert the causative role of the defect or ambiguity in the plans or specifications concerning the dispute.

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F: INSURANCE REQUIREMENTS
Supply & Equipment Contracts - Lease
The Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Contractor, its agents, representatives, employees orsubcontractors.

Minimum Scope of Insurance. Coverage shall be at least as broadas:

1. Insurance Services Office Commercial General Liability coverage (occurrence form CG0001).

2. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1 (any auto).

3. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance.

Minimum Limits of Insurance. Contractor shall maintain limits no less than:

1. General Liability: $2,000,000 per occurrence for bodily injury, personal injury and property damage.

If Commercial General Liability or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: $1,000,000 per accident for bodily injury and propertydamage.

3. Employer's Liability: $1,000,000 per accident for bodily injury or disease.

Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its officers, officials, employees and volunteers; or the Contractor shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses.

Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed to contain, the followingprovisions:

1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as respects: liability arising out of activities performed by or on behalf of the Contractor; products and completed operations of the Contractor; premises owned, occupied or used by the Contractor; or automobiles owned leased, hired or borrowed by the Contractor. The coverage shall contain no special limitations on the scope of protection afforded to the City, its officers, official, employees, agents or volunteers.

2. For any claims related to this project, the Contractor's insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, agents, and volunteers. Any insurance

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or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers shall be excess of the Contractor's insurance and shall not contribute withit.

3. The Contractor's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer'sliability.

4. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City.

Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII.

Verification of Coverage. The Contractor shall furnish the City with original endorsements effecting coverage required by this clause. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be received and approved by the City before work commences.

Subcontractors. Contractor shall include all subcontractors as insured 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 statedherein.

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G: PROPOSAL SUBMITTAL FORM
The undersigned declares that she or he has carefully examined [_____] which is hereby made a part of this proposal; is thoroughly familiar with its contents; is authorized to represent the proposing firm; and agrees to perform the specified work for the following cost quoted in full:

BID:

Total Base Price
Sales tax []
Other
TOTAL $

Delivery of equipment to the City to be within _______ calendar days after contract execution and written authorization to proceed.
q Certificate of insurance attached; insurance company’s A.M. Best rating: __________________.

Firm Name and Address
Contact Phone
Signature of Authorized Representative
Date

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REFERENCES
Number of years engaged in providing the services included within the scope of the specifications under the present business name: .

Describe fully the last three contracts performed by your firm that demonstrate your ability to provide the services included with the scope of the specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications.

Reference No. 1:

Agency Name
Contact Name
Telephone & Email
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome

Reference No. 2:

Agency Name
Contact Name
Telephone & Email
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome

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Reference No. 3
Agency Name
Contact Name
Telephone & Email
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome

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STATEMENT OF PAST CONTRACT DISQUALIFICATIONS
The proposer shall state whether it or any of its officers or employees who have a proprietary interest in it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project because of the violation of law, a safety regulation, or for any other reason, including but not limited to financial difficulties, project delays, or disputes regarding work or product quality, and if so to explain the circumstances. ◼ Do you have any disqualification as described in the above paragraph to declare? Yes q No q
◼ If yes, explain the circumstances.

Executed on at _______________________________________ under penalty of perjury of the laws of the State of California, that the foregoing is true and correct. ______________________________________
Signature of Authorized Proposer Representative

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EXHIBIT A : FORM OF AGREEMENT

AGREEMENT
THIS AGREEMENT is made and entered into in the City of San Luis Obispo on ___________ by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as City, and [CONTRACTOR’S NAME IN CAPITAL LETTERS], hereinafter referred to as Contractor.

W I T N E S S E T H:

WHEREAS, on [date], City requested proposals for [______________] WHEREAS, pursuant to said request, Contractor submitted a proposal that was accepted by City for said project;
NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter contained, the parties hereto agree as follows:

1. TERM. The term of this Agreement shall be from the date this Agreement is made and entered, as first written above, until acceptance or completion of said project.

2. INCORPORATION BY REFERENCE. City Specification No. ______ and Contractor's proposal dated [date] is hereby incorporated in and made a part of this Agreement and attached as Exhibit A. To the extent that there are any conflicts between the Contractor’s fees and scope of work and the City’s terms and conditions, the City’s terms and conditions shall prevail, unless specifically agreed otherwise in writing signed by both parties.

3. CITY'S OBLIGATIONS. For providing the services as specified in this Agreement, City will pay, and Contractor shall receive therefore compensation [_______]

4. CONTRACTOR/CONSULTANT’S OBLIGATIONS. For and in consideration of the payments and agreements hereinbefore mentioned to be made and performed by City, Contractor agrees with City to do everything required by this Agreement and the said specifications.

5. AMENDMENTS. Any amendment, modification or variation from the terms of this Agreement shall be in writing and shall be effective only upon approval by the City Manager.

6. COMPLETE AGREEMENT. This written Agreement, including all writings specifically incorporated herein by reference, shall constitute the complete agreement between the parties hereto.

No oral agreement, understanding or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such oral agreement, understanding or representation be binding upon the parties hereto.

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7. NOTICE. All written notices to the parties hereto shall be sent by United States mail, postage prepaid by registered or certified mail addressed as follows:

City Name
Dept.

Address
Consultant Name
Title
Address
Address

8. AUTHORITY TO EXECUTE AGREEMENT. Both City and Contractor do covenant that everyone executing this agreement on behalf of each party is a person duly authorized and empowered to execute Agreements for such party.

IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year first above written.

CITY OF SAN LUIS OBISPO:

By:_____________________________________
City Manager
APPROVED AS TO FORM: CONSULTANT:
________________________________ By: _____________________________________ City Attorney Name of CAO / President
Its: CAO / President

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Standard Terms and Conditions
Insurance Requirements. The Contractor shall provide proof of insurance in the form, coverages and amounts specified in this request prior to contract award as a precondition to contract execution.

Business License & Tax. The Contractor must have a valid City of San Luis Obispo business license & tax certificate before execution of the contract. Additional information regarding the City’s business tax program may be obtained by calling (805) 781-7134.

Ability to Perform. The Contractor warrants that it possesses, or has arranged through subcontracts, all capital and other equipment, labor, materials, and licenses necessary to carry out and complete the work hereunder in compliance with all federal, state, county, city, and special district laws, ordinances, and regulations.

Laws to be Observed. The Contractor shall keep itself fully informed of and shall observe and comply with all applicable state and federal laws and county and City of San Luis Obispo ordinances, regulations and adopted codes during its performance of the work.

Payment of Taxes. The contract prices shall include full compensation for all taxes that the Contractor is required to pay.

Permits and Licenses. The Contractor shall procure all permits and licenses, pay all charges and fees, and give all notices necessary.

Safety Provisions. The Contractor shall conform to the rules and regulations pertaining to safety established by OSHA and the California Division of Industrial Safety.

Public and Employee Safety. Whenever the Contractor’s operations create a condition hazardous to the public or City employees, it shall, at its expense and without cost to the City, furnish, erect and maintain such fences, temporary railings, barricades, lights, signs and other devices and take such other protective measures as are necessary to prevent accidents or damage or injury to the public and employees.

Preservation of City Property. The Contractor shall provide and install suitable safeguards, approved by the City, to protect City property from injury or damage. If City property is injured or damaged resulting from the Contractor’s operations, it shall be replaced or restored at the Contractor’s expense. The facilities shall be replaced or restored to a condition as good as when the Contractor began work.

Immigration Act of 1986. The Contractor warrants on behalf of itself and all subcontractors engaged for the performance of this work that only persons authorized to work in the United State pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the performance of the work hereunder.

Contractor Non-Discrimination. In the performance of this work, the Contractor agrees that it will not engage in, nor permit such subcontractors as it may employ, to engage in discrimination in employment of persons because of age, race, color, sex, national origin or ancestry, sexual orientation, or religion of such persons.

Work Delays. Should the Contractor be obstructed or delayed in the work required to be done hereunder by changes in the work or by any default, act, or omission of the City, or by strikes, fire, earthquake, or

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any other Act of God, or by the inability to obtain materials, equipment, or labor due to federal government restrictions arising out of defense or war programs, then the time of completion may, at the City’s sole option, be extended for such periods as may be agreed upon by the City and the Contractor. In the event that there is insufficient time to grant such extensions prior to the completion date of the contract, the City may, at the time of acceptance of the work, waive liquidated damages that may have accrued for failure to complete on time, due to any of the above, after hearing evidence as to the reasons for such delay, and making a finding as to the causes of same.

Payment Terms. The City’s payment terms are 30 days from the receipt of an original invoice and acceptance by the City of the materials, supplies, equipment, or services provided by the Contractor (Net 30).

Inspection. The Contractor shall furnish City with every reasonable opportunity for City to ascertain that the services of the Contractor are being performed in accordance with the requirements and intentions of this contract. All work done, and all materials furnished, if any, shall be subject to the City’s inspection and approval. The inspection of such work shall not relieve Contractor of any of its obligations to fulfill its contract requirements.

Audit. The City shall have the option of inspecting and/or auditing all records and other written materials used by Contractor in preparing its invoices to City as a condition precedent to any payment to Contractor.

Interests of Contractor. The Contractor covenants that it presently has no interest, and shall not acquire any interest—direct, indirect or otherwise—that would conflict in any manner or degree in the performance of the work hereunder. The Contractor further covenants that, in the performance of this work, no subcontractor or person having such an interest shall be employed. The Contractor certifies that no one who has or will have any financial interest in performing this work is an officer or employee of the City. It is hereby expressly agreed that, in the performance of the work hereunder, the Contractor shall at all times be deemed an independent contractor and not an agent or employee of the City.

Hold Harmless and Indemnification.
(a) Non-design, non-construction Professional Services: To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8), Consultant shall indemnify, defend, and hold harmless the City, and its elected officials, officers, employees, volunteers, and agents (“City Indemnitees”), from and against any and all causes of action, claims, liabilities, obligations, judgments, or damages, including reasonable legal counsels’ fees and costs of litigation (“claims”), arising out of the Consultant’s performance or Consultant’s failure to perform its obligations under this Agreement or out of the operations conducted by Consultant, including the City’s active or passive negligence, except for such loss or damage arising from the sole negligence or willful misconduct of the City. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from Consultant’s performance of this Agreement, the Consultant shall provide a defense to the City Indemnitees or at the City’s option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. (b) Non-design, construction Professional Services: To the extent the Scope of Services involve a “construction contract” as that phrase is used in Civil Code Section 2783, this paragraph shall apply in place of paragraph A. To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8), Consultant shall indemnify, defend, and hold harmless the City, and its elected officials, officers, employees, volunteers, and agents (“City Indemnitees”), from and against any

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and all causes of action, claims, liabilities, obligations, judgments, or damages, including reasonable legal counsels’ fees and costs of litigation (“claims”), arising out of the Consultant’s performance or Consultant’s failure to perform its obligations under this Agreement or out of the operations conducted by Consultant, except for such loss or damage arising from the active negligence, sole negligence or willful misconduct of the City. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from Consultant’s performance of this Agreement, the Consultant shall provide a defense to the City Indemnitees or at the City’s option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. (c) Design Professional Services: In the event Consultant is a “design professional”, and the Scope of Services require Consultant to provide “design professional services” as those phrases are used in Civil Code Section 2782.8, this paragraph shall apply in place of paragraphs A or B. To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8) Consultant shall indemnify, defend and hold harmless the City and its elected officials, officers, employees, volunteers and agents (“City Indemnitees”), from and against all claims, damages, injuries, losses, and expenses including costs, attorney fees, expert consultant and expert witness fees arising out of, pertaining to or relating to, the negligence, recklessness or willful misconduct of Consultant, except to the extent caused by the sole negligence, active negligence or willful misconduct of the City. Negligence, recklessness or willful misconduct of any subcontractor employed by Consultant shall be conclusively deemed to be the negligence, recklessness or willful misconduct of Consultant unless adequately corrected by Consultant.

In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from Consultant’s performance of this Agreement, the Consultant shall provide a defense to the City Indemnitees or at the City’s option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. In no event shall the cost to defend charged to Consultant under this paragraph exceed Consultant’s proportionate percentage of fault. However, notwithstanding the previous sentence, in the event one or more defendants is unable to pay its share of defense costs due to bankruptcy or dissolution of the business, Consultant shall meet and confer with other parties regarding unpaid defense costs.

(d) The review, acceptance or approval of the Consultant’s work or work product by any indemnified party shall not affect, relieve or reduce the Consultant’s indemnification or defense obligations. This Section survives completion of the services or theof this contract. The provisions of this Section are not limited by and do not affect the provisions of this contract relating to insurance.

Contract Assignment. The Contractor shall not assign, transfer, convey or otherwise dispose of the contract, or its right, title or interest, or its power to execute such a contract to any individual or business entity of any kind without the previous written consent of the City.

Termination for Convenience. The City may terminate all or part of this Agreement for any or no reason at any time by giving 30 days written notice to Contractor. Should the City terminate this Agreement for convenience, the City shall be liable as follows: (a) for standard or off-the-shelf products, a reasonable restocking charge not to exceed ten (10) percent of the total purchase price; (b) for custom products, the less of a reasonable price for the raw materials, components work in progress and any finished units on hand or the price per unit reflected on this Agreement. For termination of any services pursuant to this Agreement, the City’s liability will be the lesser of a reasonable price for the services rendered prior to termination, or the price for the services reflected on this Agreement. Upon termination notice from the City, Contractor must, unless otherwise directed, cease work, and follow the City’s directions as to work in progress and finished goods.

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Termination. If, during the term of the contract, the City determines that the Contractor is not faithfully abiding by any term or condition contained herein, the City may notify the Contractor in writing of such defect or failure to perform. This notice must give the Contractor a 10 (ten) calendar day notice of time thereafter in which to perform said work or cure the deficiency.

If the Contractor has not performed the work or cured the deficiency within the ten days specified in the notice, such shall constitute a breach of the contract and the City may terminate the contract immediately by written notice to the Contractor to said effect. Thereafter, neither party shall have any further duties, obligations, responsibilities, or rights under the contract except, however, any and all obligations of the Contractor’s surety shall remain in full force and effect, and shall not be extinguished, reduced, or in any manner waived by the terminations thereof.

In said event, the Contractor shall be entitled to the reasonable value of its services performed from the beginning date in which the breach occurs up to the day it received the City’s Notice of Termination, minus any offset from such payment representing the City’s damages from such breach. “Reasonable value” includes fees or charges for goods or services as of the last milestone or task satisfactorily delivered or completed by the Contractor as may be set forth in the Agreement payment schedule; compensation for any other work, services or goods performed or provided by the Contractor shall be based solely on the City’s assessment of the value of the work-in-progress in completing the overall work scope.

The City reserves the right to delay any such payment until completion or confirmed abandonment of the project, as may be determined in the City’s sole discretion, so as to permit a full and complete accounting of costs. In no event, however, shall the Contractor be entitled to receive in excess of the compensation quoted in its proposal.

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Requesting Proposals for Community Electric Vehicle
Charging Infrastructure
June 14, 2022
Prepared for:

City of San Luis Obispo

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ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | [email protected] | www.chargepoint.com Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners.

ChargePoint, Inc. – Proprietary and Confidential Page 2 Table of Contents
Proposal Submittal Summary ........................................................................................................................... 3 B. SCOPE OF WORK ....................................................................................................................................... 6 Task 1. Site Identification ...................................................................................................................................... 6 Task 2. Installation ................................................................................................................................................. 6 Task 3. Operations and Maintenance .................................................................................................................... 7 Task 4. Monitoring ................................................................................................................................................. 7 Task 5. Customer Support Services ....................................................................................................................... 8 C. PROJECT SCHEDULE ................................................................................................................................... 8 D. PROJECT BUDGET ...................................................................................................................................... 8 E. GENERAL TERMS AND CONDITIONS .......................................................................................................... 9 Submittal Forms ..................................................................................................................................................... 9 Qualifications ......................................................................................................................................................... 9 Work Program ..................................................................................................................................................... 13 Requested Changes to Terms and Conditions ..................................................................................................... 19 Sustainability ....................................................................................................................................................... 20 F. INSURANCE REQUIREMENTS .................................................................................................................. 22 G. PROPOSAL SUBMITTAL FORM ................................................................................................................ 24 Firm Name and Address ....................................................................................................................................... 25 Signature of Authorized Representative .............................................................................................................. 25 References ........................................................................................................................................................... 26

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ChargePoint, Inc. – Proprietary and Confidential Page 3 Proposal Submittal Summary
As one of California’s most important cities, the City of San Luis Obispo has clearly signaled its intent to lead the electric vehicle transition. ChargePoint is excited to continue to help the City deploy the associated charging infrastructure required. ChargePoint is eager to guide the City on a strategic deployment of electric vehicle charging across its communities. Supported by a committed and focused team of EV charging infrastructure experts, ChargePoint and our partners will help the City meet the growing demands of its customers, contractors, and even future fleet operations.

We have thoroughly reviewed the associated RFP and understand that the City seeks a Public-Private Partnership that will provide a turnkey development solution, eliminate the capital outlay necessary for realizing the ROI for EV infrastructure. The proposed solution will provide EV charging across the City of San Luis Obispo. ChargePoint’s implementation plan is designed to propagate EV charging to wherever life happens; at home, at work, and at popular destinations.

The cornerstone of this proposal is the build out of DC fast charging infrastructure at strategic locations, as well as the continued build out of Level2 charging as needed, across the City. This is augmented by future deployments across the entire region; at City parking lots as well as workplace, single and multi-family charging to meet the demands of the community.

Our experience shows that the more chargers that are added where life happens, the faster the local EV market grows. Given that there are 388 EV drivers registered with ChargePoint (as of this submission, growing 2x every 12-18 months…see map of EV Drivers to right) we propose initially adding 14 DCFC and 8 level2 ports to the existing stations currently owned & operated by the city. We also propose to take over operation of the city’s Level2 chargers as desired.

Leveraging years of experience supporting national and global brands, ChargePoint will perform ongoing site analysis of the City’s portfolio to confirm the locations prime for EV charging deployment considering EV market growth, utility rates and available incentives that serve to reduce costs and expediate payback. The goal is to position The City to provide safe, reliable, accessible, and convenient charging.

Site Assessment Approach
After prioritizing, ChargePoint and our partners will engage in a rigorous site assessment process that includes consideration of a variety of factors, including review of onsite electrical capacity, sufficient parking spaces, grade and ADA compliance, safety and lighting, distance from the highway, onsite and nearby facility amenities, electric vehicle registrations of the surrounding county and nearby metropolitan area, disadvantaged community (DAC) designation, available incentives and estimated capital investment. We will utilize the three sites as provided in this tender to conduct our due diligence for its EV charging needs.

Through this submission, we propose a comprehensive EV charging solution that will optimize charging costs, efficiency, and reliability for all elements of the EVCS, which includes:
ChargePoint charger management software to provide the industry’s leading charging management platform in support of the various communities within the City .

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ChargePoint, Inc. – Proprietary and Confidential Page 4 ChargePoint has a full suite of charging hardware to suit the City’s needs based on each use case which range from 7kW Level 2 chargers up to high-powered DC fast chargers, capable of providing up to 350kW per vehicle.
ChargePoint Assure maintenance and management package including proactive station monitoring, parts and labor coverage, and a guaranteed station uptime of 98%. Full construction including site improvements, electrical infrastructure, electric service upgrades, and EVSE installation.
Overall program and project management and design led by ChargePoint.

Together with its project partners, ChargePoint will deploy both DC fast charging and Level 2 infrastructure to serve City of San Luis Obispo parking lots. The final scope of work associated with each City parking lot will be confirmed with coordination with City staff, coordination with PG&E to verify grid capacity and optimization of installation costs.

The scope of work will be optimized for installation to serve current electric vehicle demand. This scope will also include sufficient future proofing to serve the needs of electric vehicles over the next decade.

It is initially estimated that the below scope is to be provided at each of the following San Luis Obispo parking lots:

Parking Lot Name Address Quantity of
DC Ports
Quantity of
Level 2 Ports
Lot 9 680 Monterey St., San Luis Obispo,
CA 93401 4 2
Calle Joaquin Park &
Ride Lot
1530 Calle Joaquin, San Luis
Obispo, CA 93405 4 2
Santa Rosa Park Lot 1050 Oak St., San Luis Obispo, CA
93405 6 4
Existing ChargePoint EV charging network in San Luis
Obispo
San Luis Obispo Parking Lots for new deployment of
EV charging

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ChargePoint, Inc. – Proprietary and Confidential Page 5 This new infrastructure deployed by the ChargePoint partner team is in compliment to the over 200 existing charging ports currently deployed on the ChargePoint network in San Luis Obispo. If the City desires, ChargePoint and its partner team will consider taking over operational responsibilities for the 21 Level 2 charging ports which are currently serving San Luis Obispo parking lots.

ChargePoint and our partners have a variety of different business models for the City of San Luis Obispo to consider, including an option to provide EV charging at zero-cost to the City provided that the in-person assessments prove the sites to be buildable and economically feasible to construct. In developing this proposal and the associated quotes, the ChargePoint Team has reviewed all provided RFP material and performed our own due diligence to the greatest extent possible in lieu of a formal in-person site assessment and utility service assessment.

When it is feasible, we will perform an onsite site assessment to review existing conditions and work with the City to verify the conceptual design and perform a site survey to identify underground and overhead utility obstructions. We conduct early planning meetings with the utility and planning committees to design the system to meet all requirements to expedite the planning process. The team will review Pacific Gas & Electric (PG&E) rate structures to determine the best fit to provide lowest cost of electricity to the sites.

The conceptual design was based on the project requirements outlined in the RFP, virtual site walks, and addendums. The charger types were selected to provide a cost-effective installation and selected dual or single port chargers and cord lengths to fit the charger ports. The electrical infrastructure was conceptually designed around constructability and load profiles to ensure an efficient design.

Upon award, all site construction and station installation will be performed in compliance with all applicable municipal, county, state, and Federal codes, laws, ordinances, standards, and rules that govern the design, installation, interoperability, start-up, commissioning, maintenance, and operations of such facilities.

Operational data from the existing ChargePoint EV charging network currently located at San Luis Obispo parking lots

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ChargePoint, Inc. – Proprietary and Confidential Page 6 B. SCOPE OF WORK
The City seeks proposals from qualified vendors that can install, operate, and maintain open-source public DC Fast Charging (DCFC) and Level 2 Charging Stations, as feasible, on City-owned properties and in public rights of way. Proposers may identify only DCFC chargers, only Level 2 chargers, or both. The selected vendor will be responsible for and cover all costs associated with the procurement, installation, operation, and maintenance of new charging stations on City-owned properties. If a proposing vendor believes that the intent of the project can be achieved through an alternative scope of work, the City will accept their proposal for review so long as the amendments to the proposed scope of work contained herein are adequately justified.

Task 1. Site Identification
The City is interested in deploying the maximum number of DCFC and Level 2 chargers as rapidly as possible. Respondents will identify and propose strategic locations at which to deploy charging stations. In the interest of supporting the assessment, the City has identified three locations as potential sites for new DCFC charging station deployment and defers to proposers on these sites’ viability and the inclusion of additional sites:
Lot 9: 680 Monterey St., San Luis Obispo, CA 93401
Calle Joaquin Park & Ride Lot: 1530 Calle Joaquin, San Luis Obispo, CA 93405 Santa Rosa Park Lot: 1050 Oak St., San Luis Obispo, CA 93405 Please note that these sites are only provided to support the assessment and any public parking lot, parking space or garage is eligible for consideration.

Task 1 will include the submittal of a concept-level map identifying initial proposed locations, or priority areas, for proposed installations. This map should be accompanied by a brief summary of methods and/or key criteria that informed site selection, such as adjacent uses, land use densities, or considerations based on the proposed service model. Overall, the City wishes to maximize the number of new charging stations installed at strategic locations. Final site selection for charging infrastructure deployment is subject to approval by the City.

ChargePoint response:

Read, understood and comply. Please see our detail responses at the beginning of section E and subsequent responses below.

Task 2. Installation
Upon final site selection, the selected vendor is responsible for achieving completed installations at each charging station, to include:
Obtaining all applicable local, state, and federal permits required for installation and operation of the charging stations.
Ensuring that all installation work as it pertains to site preparation, curbing, striping, signage, charging equipment, billing and networking systems, and electrical interconnections is working properly and installed:
o consistent with the manufacturers’ specifications
o consistent with the project design proposed in the bid o in accordance with all applicable local, state, and federal zoning and code

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ChargePoint, Inc. – Proprietary and Confidential Page 7 requirements
Coordinating the installation activities with the equipment manufacturer, City staff, networking service, electric utility, and any subcontractors needed to complete the work.

ChargePoint response:

Read, understood and comply. Please see our detail responses at the beginning of section E and subsequent responses below.

Task 3. Operations and Maintenance
The selected vendor will:
Operate and maintain each charging station for at least five (5) years from the date the charging station developed under this RFP becomes operational, in accordance with the terms of the contract resulting from this RFP. Bidders may include proposals for a longer term. Term proposals should also include details about asset decommissioning and/or right to transfer ownership at the conclusion of the term.
Be responsible for ensuring the maintenance of the chargers including cables, ancillary equipment, and any awnings, canopies, shelters and information display kiosks for signage associated with the charger. “Maintain” as used in this RFP shall mean, “to provide all needed repairs or desired and approved alteration, as well as regular maintenance needed to ensure optimal performance and minimize downtime. Equipment shall be kept safe and presentable.”
Ensure that the equipment at each EV Charger is operational with uptimes consistent with industry standard best practices. It is the Contractor’s responsibility to ensure the uptime commitments are met for each individual charger and that interruptions are remedied within a pre-arranged and agreed upon time frame.
Not, during the period of operation, move a charging station, sell or take a charging station out of service for any reason, without prior written approval from the City.

ChargePoint response:

Read, understood and comply. Please see our detail responses at the beginning of section E and subsequent responses below.

Task 4. Monitoring
Each charging station should have network communications that, at a minimum, provide the following information about each charging transaction, at each charging location:
Charging data such as date and time of usage (start and stop time) and accurate utilization rates.
o Total kWh and Total kW draw.
o Total dollar amount charged to the user.
o Station status and health in real time.
o Malfunction or operating error.
The selected vendor shall report full site level usage quarterly to the City for the duration of the contract.

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ChargePoint, Inc. – Proprietary and Confidential Page 8 ChargePoint response:

Read, understood and comply. Please see our detail responses at the beginning of section E and subsequent responses below.

Task 5. Customer Support Services
Provide customer service support as follows:
Provide customer support for the duration of the contract, with the ability to provide customer support/or extend after the completion of the contract. Resolve customer issues over the telephone.

ChargePoint response:

Read, understood and comply. Please see our detail responses at the beginning of section E and subsequent responses below.

C. PROJECT SCHEDULE
Successful respondent(s) should demonstrate their ability to rapidly deploy charging infrastructure as described in this RFP. Respondents should include a proposed timeline that includes the most rapid deployment feasible, describe how it has the capacity to meet this timeline, and identify any potential obstacles to the achieving the timeline along with proposed approaches to mitigate these obstacles.

ChargePoint response:

Read, understood and comply. Please see our detail responses at the beginning of section E and subsequent responses below.

D. PROJECT BUDGET
This RFP solicits services at no cost to the City. Proposals should include an estimated project budget that allows the City to evaluate the cost-effectiveness and long-term financial viability of proposed services. Projects with self- sustaining business models are highly preferred. Proposals should include lease payment amounts or a “no cost” lease where the vendor uses the lease savings to install level 2 charging units at other locations in the City (note that the installation of additional units is the City’s preferred approach). Proposals should clearly identify the proposed lease amount per space per year and/or propose an alternative approach to provide value for the leased space.

ChargePoint response:

Read, understood and comply. Please see our detail responses at the beginning of section G and subsequent responses below.

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ChargePoint, Inc. – Proprietary and Confidential Page 9 E. GENERAL TERMS AND CONDITIONS
Submittal Forms
a. Proposal submittal summary.

ChargePoint response:

Please refer to the section Proposal Submittal Summary at the beginning of this document. b. Certificate of insurance.

ChargePoint response:

Please see ChargePoint Certificate of Insurance document for details. c. References from at least three firms or jurisdictions for whom you have provided similar services.

ChargePoint response:

Please refer to the References section below for more information.

Qualifications
d. Experience of your firm and those of sub-consultants in performing work and projects relevant to the Scope of Services outlined and described in the request.

ChargePoint response:

For more than a decade, ChargePoint has
been building the fueling network of the
future. ChargePoint started in 2007 before
electric vehicles even hit the road, and
today ChargePoint is now one of the
largest, “pure-play” EV charging companies
with over 5,000 unique commercial
customers and over 174,000 active places
to charge on the ChargePoint Network.

ChargePoint provides EV charging solutions
throughout North America and Europe and our 1,400+ employee workforce is dedicated to designing the most innovate and reliable EV charging platform.

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ChargePoint, Inc. – Proprietary and Confidential Page 10 ChargePoint response:

In March of 2021, ChargePoint became the world’s first publicly traded global EV charging network when we were listed on the New York Stock Exchange under the stock symbol CHPT. We are proud of our role in building the new fueling network and our ability to be 100% focused on EV charging. Since we are not part of a broader company whose interests are diversified in unrelated or even competing fueling solutions, we are able to dedicate all our efforts to our mission: to get all people and goods moving on electricity.
e. Resumes of the individuals who would be assigned to this project, including any subconsultants, with their corollary experience highlighted and specific roles in this project clearly described.

ChargePoint response:

Our project team will meet with the City’s representatives to coordinate the design criteria and solution needs while reviewing the constructability to reduce construction costs and coordinate construction needs with the operations of the facility. This approach will optimize the design solution while minimizing impacts to ongoing operations.

During detailed design the team will work with the City to identify risks and develop a plan and costs associated with that to mitigate risks. The team will perform early communications with the utility companies at each site to identify lead times and work with them to expedite where possible. Further, we may plan to have additional spare chargers at the site to avoid any unforeseen issues and serve as an additional measure to ensure deployment is on schedule.

Permitting Execution Strategy
The team will hold preconstruction meeting with municipalities (plan examiner and inspectors) to ensure clear alignment with required permits and inspections Our permit manager, with support from other team members, will prepare and execute to completion each of the permits and plan examination requirements Our Utility manager, with support from other team members, will coordinate all necessary utility service needs
Project Organization – Single point of contact to the City of San Luis Obispo The project team with its PMP certification adheres to the Project Management Body of Knowledge (PMBOK) serves as the guiding principle for managing this initiative. All the different functions of the ChargePoint project execution organization are headed and managed by the ChargePoint Project Manager (CPM).

Any correspondence such as clarifications, questions, remarks or requests can be directed by the City or it’s sub-contractors to a single point of contact at CPM. The CPM will receive all the requests from

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ChargePoint, Inc. – Proprietary and Confidential Page 11 ChargePoint response:
the City, transfers them to the responsible team member(s) and ensures a response to the City on time, in best quality, and with the information and documentation as requested.

Resumes of ChargePoint Program Team Supporting San Luis Obispo:

Davin Jader (Project Sponsor)
Region Vice President, West
Davin has been with ChargePoint for over 4 years and is responsible for the development & execution of sales strategies for ChargePoint managed network services and hardware into the Southwest region of the United States. Davin has over 20 years of Executive Sales experience and is based in Scottsdale, AZ. Davin graduated from Arizona State University with a Bachelor of Science degree. For more information, please see LinkedIn profile:
https://www.linkedin.com/search/results/all/?keywords=davin%20jader&origin=GLOBAL_SEARCH_HE ADER&sid=P42
Brendan O’Donnell (Single Point of Contact)*
Regional Manager, Public Sector – West
Brendan handles EV infrastructure for the Southern California, Public Sector and Municipalities in the Southwest region for ChargePoint. Brendan has over 23 years in technology, sales and leadership experience where he brings a wealth of knowledge, business development, and relationship management to identify, qualify, and develop EV solutions to the Utility Market. Brendan holds an MBA at the Anderson School at UCLA. For more information, please see LinkedIn profile:
https://www.linkedin.com/in/brendan-o-donnell-9b219a9/

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ChargePoint, Inc. – Proprietary and Confidential Page 12 ChargePoint response:

Andrei Stsiapanau
Senior Director, Project Development
Operations Leader in charging, EV infrastructure, energy, and battery storage projects for 19+years. Andrei Stsiapanau has managed hundreds of construction and infrastructure projects. Today, Andrei Stsiapanau continues to provide state-of-the-art charging electrical systems, infrastructure systems, and maintaining Health and Safety systems for employees and contractors. Andrei is helping electrify the Heavy, Medium, and Light Duty Private and Public Transportation Industry. He is currently responsible for infrastructure sales, project development, design, and full-scale delivery of 100% operational heavy commercial and industrial charging systems. At Proterra Inc., Andrei' managed a team of 24+ multi-level employees and 180+ subcontractor employees. Previously established strategic planning goals, refined SBUs business strategies, and grew revenue totaling $68M since 2018. At Tesla Inc., Andrei S was responsible for managing Production Control, Commercial Operations, and other divisions at Tesla's manufacturing sites. Mr. Stsiapanau was directly involved in the biggest launch of the manufactured products in the United States, the Tesla Model 3. Worked in the factories and guided expansions estimated at $2.4B. He holds a BASc from Moscow Power Engineering Institute (Technical University). For more information, please see my LinkedIn profile: https://www.linkedin.com/in/andreis-a1352635/ Lin Li
Solutions Engineering
Lin is based at ChargePoint headquarters in Campbell California and oversees all technical aspects of the sales process. Prior to joining ChargePoint, Lin held similar positions with Canadian Solar, Sharp, and Recurrent Energy. Lin graduated from UC Davis with an Electrical Engineering degree.

Technical experience & proficiency:
+ Statistical experience in developing programs involving data mining. + Coordinated information between onsite project managers and engineers. + Presented facility design and energy forecasts analyses to multi-disciplined teams. + Developed and implemented tools to evaluate energy production of photovoltaic power generation facilities.

For more information, please see LinkedIn profile: https://www.linkedin.com/in/lin-li-6525334/ Mike Waters
Director of Customer Solutions
Mike is responsible for leading bid strategy and deal architecture for key sectors including fleet, utility, and other high value opportunities. Mike has 14 years of experience in supporting the electric vehicle industry including serving as the Director of Utility Solutions with ChargePoint and as the EV Program Manager for Duke Energy. He has a bachelor’s degree in chemical engineering from Georgia Tech and an MBA from Kenan-Flagler Business School at UNC. For more information, please see LinkedIn profile: https://www.linkedin.com/in/mikekwaters/

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ChargePoint, Inc. – Proprietary and Confidential Page 13 ChargePoint response:

Katelyn McKinley
Site Research & Qualification Specialist
Katelyn has over 10 years’ experience in land use regulations in a variety of federal, state, and local ordinances and municipal zoning ordinances. Katelyn role will be to determine the zoning for each parcel of land and assisting us with securing land use permits to ensure that the proposed land uses meets all viable factors. She is has a certified teaching assistant from Geneva College. For more information, please see LinkedIn profile:
https://www.linkedin.com/in/katelynnmckinley/details/experience/ Newonda Nichols
Sr. Program Manager, Utility Solutions
Newonda collaborates with utilities in North America on commercial and residential program management, implementation process and ensuring program success for electric vehicle smart charging infrastructure across all verticals. She holds a degree in Business Operations Management from California State – Sacramento. . For more information, please see LinkedIn profile:
https://www.linkedin.com/in/newonda-nichols-a4b20125/
f. Statement and explanation of any instances where your firm or sub-consultant has been removed from a project or disqualified from proposing on a project.

ChargePoint response:

ChargePoint and our sub-contractors have not been removed from a project or been disqualified from proposing on a project.

Work Program
g. Detailed description of your approach to completing the work.

ChargePoint response:

Please find below an indicative project schedule for the City of San Luis Obispo. ChargePoint and its’ partners will work closely with the City to install and activate the charging stations as quickly as possible while minimizing disruptions to each site.

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ChargePoint, Inc. – Proprietary and Confidential Page 14 ChargePoint response:
h. Detailed schedule by task and sub-task for completing the work. i. Estimated hours for your staff in performing each phase and task of the work, including sub- consultants, so we can clearly see who will be doing what work, and how much time it will take.

ChargePoint response:

The task and subtask project scope are a high-level representation of one site from project identification to project closure. Please see the number of workdays allocated to each Task. All estimations are based on the standard Mon-Fri work week and norm business hours. Our proposal does not include over-time and/or Holiday hours.

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ChargePoint, Inc. – Proprietary and Confidential Page 15 ChargePoint response:

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ChargePoint, Inc. – Proprietary and Confidential Page 16 j. Services and deliverables provided by the Consultant(s).

ChargePoint response:

ChargePoint will provide comprehensive services to support the roll-out of EV charging equipment in the City of San Luis Obispo to include the following:
+ Regional planning
+ Site evaluation
+ Permitting, utility coordination & contractor management + Technology partnerships
+ Installation oversight & equipment commissioning
+ Coordination with a third-party owner operator to provide the City continued ongoing operation of the EV charging infrastructure & utility service
k. Services and deliverables provided by the SLO, City.

ChargePoint response:

The services and deliverable items listed below will be needed from the City. Some documents will be needed during the discovery, design, execution of construction phases, and commencement of work.

The services, questions, clarifications, and deliverable items include but are not limited to:

Description Requests (Deliverables, Clarifications and Documentation) Project Documentation + Electrical single line diagram and as-built drawings for each site and surrounding areas (if applicable)
+ Utility bill or max power demand for the past 12 months + Has a traffic flow study been performed for the existing facilities? If so, could you please share?
Site Surveys and Access + Has a soil sampling or geo-tech study been performed for the area of new development? If so, could you please share? Are there any contaminated soils/ unsuitable soils known to the SLO Team?
+ ChargePoint wishes to survey the existing site using a camera mounted on an aerial drone. Will SLO allow this survey of the area for new development?
+ Site access will be provided 6 days per week, during normal business hours

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ChargePoint, Inc. – Proprietary and Confidential Page 17 ChargePoint response:

Communication and
Coordination
+ Timely review of the RFI, RFQ, RFP requests as per contractual terms.
+ Timely submission/resubmission of all required documents to ensure milestones completions and overall success on the project.
+ Regular reporting on progress via Zoom, meetings, etc. + The City EV fleet will need to be provide with operators during the commissioning phases of the construction
+ The City Employees/staff will need to be present during the final completion, training of the personal hours, etc.

Project Clarification + Could you please share overall future plans for the facilities if applicable? The example could be a new building placed within vicinity, in that case we are asking about: approximate sq. ft. including the main bldg., walkways, landscape, parking/charging station spaces (which will count per proposed layout at this time).
+ Does SLO foresee relocation of any existing site utilities (i.e., fire hydrants, fire suppression, communications, etc.)?
+ Is SLO planning to include Non- EV parking in the area of new development?
+ Will there be any additional electricity generations on these sites? If so, please provide the specifications of desired equipment.
+ Would SLO be planning for an updated architectural lighting design for the projects/sites? Or will this be up to the contractors and AHJ to figure out during the design phases?
Contract Clarification + Will bonding be required for this project? + Will SLO include liquidated damages in the contract terms? + Could SLO please share a standard contract for this type of project?

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ChargePoint, Inc. – Proprietary and Confidential Page 18 l. Any other information that would assist us in making this contract award decision.

ChargePoint response:

ChargePoint is active in all segments of the EV charging ecosystem offering our in-house developed EV charging hardware, charger management software, and EV driver services. We believe this allows for the very best user experience for all stakeholders as all services are seamlessly integrated within our cloud.

Having the ability to directly develop and leverage all elements of the charging eco-system in one seamless solution is what makes ChargePoint a world leader in EV charging. Below are some additional highlights of how our innovations have helped make EV charging easy:
+ Greater EV Driver Engagement Through Deeper Ecosystem Integration - ChargePoint continues to lead in developing new ways for EV drivers to discover and engage with EV charging at your location. We have integrated into various consumer platforms, including Google and Apple maps, as well as in-dash automotive platforms such as Android Auto and Apple CarPlay. These collaborations have produced an industry-leading charging experience that empowers drivers to charge when, where and how they want.
+ EV Industry’s Most Advanced EV Driver App to Find, Start, and Pay for Charging - ChargePoint has focused on constantly improving this experience for over a decade and today offers a bestin-class mobile application that has been downloaded millions of times. We are proud of having one of the highest rated, most customer-friendly apps in its category with ratings of 4.6 stars in both the Google Play and Apple store supported by thousands of reviews. Apple even named the ChargePoint mobile application the coveted "app of the day”. + Virtual Queue to Increase Charger Utilization – ChargePoint introduced an industry first with our Waitlist feature that allows EV drivers to get in enter a virtual queue when all the stations are in use. As EVs become fully charged, users receive a friendly message to move their vehicle as the station is held for the next EV driver in line. This helpful feature allows station operators to increase utilization of stations with greater customer satisfaction while minimizing time spent to manage and monitor users.
+ Advanced Test Facility to Increase Station Reliability - Unique within our industry, ChargePoint invested in a 16,000 square foot testing facility that was previously a UL-testing lab. The ChargePoint Advanced Test Facility contains a comprehensive testing suite that includes mechanical, environmental, and operational stress tests. This allows ChargePoint to quickly evaluate our designs and make continual improvements to ensure our hardware is as reliable as possible for as long as possible.
+ Flexible Power Management to Reduce Utility Costs - The ChargePoint EV charging software platform includes a wide array of options to manage energy and power at stations and groupings of stations to allow operators to save money on their utility bill and associated electrical infrastructure. This includes advanced features such as circuit sharing, power sharing ceiling, demand response, pricing-based power management, and more. + Highest Level of Cyber Security to Increase User Confidence - As a world leader in EV charging, ChargePoint supports an open, standards-based, and secure charging ecosystem to enable innovation and protect sensitive business operations. The includes certification to ISO 27001, PCI,

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ChargePoint, Inc. – Proprietary and Confidential Page 19 ChargePoint response:

SOC 1/SSAE 16/ISAE 3402 (formerly SAS70), SOC2, SOC3, FISMA, DIACAP, and FedRAMP, and more.
+ Seamless Integration into Distributed Energy Resources and Backoffice Systems Through APIs - ChargePoint has developed a wide array of Soap/XML and REST standards-based Application Programming Interfaces (APIs) to support greater integration of station data and controls between our platform and the station owner’s backend systems. Station administrators can use these APIs to automate and integrate reporting, retrieve financial transaction data, manage driver groups, and create push notifications for station status updates. These APIs are also available to tie into local energy management platforms and distributed energy resources such as battery energy storage and solar PV.

Please refer to the attached ChargePoint Solutions Overview for additional information on our proposed EV charging solution.
m. Description of assumptions critical to development of the response which may impact cost or scope.

ChargePoint response:

The most critical item required to finalize cost and scope of each charging location is a thorough site walk by one of ChargePoint’s chosen qualified contractors. This includes coordination with the local utility, PG&E to confirm sufficient power availability as well as buildability of the site with reasonable construction costs. This site walk will be critical given the current supply chain environment to confirm not only up-to-date costs, but also to understand lead times on electrical equipment availability and delivery.

The predicted EV driver utilization at each of the sites also can have a large impact on the scope of each charging project, however ChargePoint will take this into account through the site selection process to match the desired scope by the City and to ensure a path to profitability for the owner/operator of the charging stations. PG&E currently has an electric tariff specific to EV charging which is favorable and will apply to any charging sites proposed and therefore will not impact cost or scope.

Please be advised that Consultant’s requested changes to the City’s terms and conditions will be considered by City staff when scoring and determining the competency and responsibility of the bidder.

ChargePoint response:

Read, understood and comply.

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ChargePoint, Inc. – Proprietary and Confidential Page 20 Sustainability
o. Please also note that the City includes organizational commitments to sustainability in its evaluative criteria. The City’s sustainable procurement policy and objectives include procuring products and services that:
x Conserve natural resources including water, energy, and raw materials; x Minimize environmental impacts such as water and air pollution during use; x Eliminate or reduce toxins that create hazards to workers, citizens, wildlife, and the environment;
x Support recycling efforts and use products with recycled content; x Encourage suppliers to reduce environmental impacts;
x Support worker health, safety, and fair wages.

Please include information in your proposal about how your firm supports one or more of these principles.

ChargePoint response:

ChargePoint is committed to protect, utilize, and manage our natural resources and reduce our carbon footprint in order to prevent pollution and to continually improve the air we breathe, the water we drink, and the earth we inhabit. ChargePoint is ISO 14001 certified under the international standard for Environmental Management System. As part of our status of ISO 14001 certification, we also be asking our suppliers if they are certified themselves or if they plan on getting certified which will get weighed into the decision to do business with such entities. Under our sustainability commitment, we have also undertaken a logistics program to reduce GHG by using regional warehousing and fulfillment as opposed to centralized.

Sustainability at ChargePoint means conducting our business in a manner that acknowledges and takes responsibility for our direct and indirect impact on the environment. This means that we will conserve energy, dispose of waste responsibly, and reduce pollutants and other byproducts our activities may generate. All employees and contractors are responsible for ensuring that they take sustainability into account in their day-to-day decision-making. By conducting our business in this manner, we align our long-term success with the earth’s ecological well-being, and create enduring benefits for our shareholders, customers, employees, and the communities we live and work in. Examples of our internal sustainability initiatives include:

Greenhouse Gas Emissions Reduction
+ Reduced emissions from facilities
+ Use light sensors in office spaces to reduce emissions from lighting + Exploring renewable energy options for powering offices and facilities + Reduced Emissions from Transportation
+ Relocated warehouses to be near manufacturing sites to reduce moving product across the country via tractor trailer
+ Provide EV charging for employees – almost 60% of our employees drive electric vehicles Waste Reduction
+ Redesigned packaging to remove significant amounts of foam protective packing material to make all packaging recyclable. Ongoing project to remove 100% of foam packaging material.

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ChargePoint, Inc. – Proprietary and Confidential Page 21 ChargePoint response:
+ Implemented an in-house recycling program to maximize the amount of material we divert from landfill.
+ Eliminated all disposable cups, utensils, and plates from company kitchens to reduce waste. + Provide every employee a reusable water bottle to eliminate the use of plastic water bottles in our offices.

ChargePoint Awards
+ Momentum for Change (2015): The United Nations Framework Convention on Climate Change honored ChargePoint with a Momentum for Change award at the annual Conference of Parties (COP21) in Paris, France. ChargePoint was one of 16 Lighthouse Activities selected for its innovative and scalable approach to tackling climate change. + Global Cleantech 100 (2009-2014) and Hall of Fame
+ Sustainia 100 Member and winner top sustainable solution + East Bay Clean Cities, Clean Air Champion Award
ChargePoint Products’ Energy Star Compliance
ChargePoint is proud to be the first EVSE manufacturer to achieve ENERGY STAR compliance on its Level 2 products. Under these ENERGY STAR efficiency requirements, savings from ENERGY STAR certified EVSE will grow to more than $17 million each year and more than 280 million pounds of annual greenhouse gas emissions would be prevented, equivalent to the emissions from more than 26,000 vehicles.

Enabling Sustainability for our Customers
ChargePoint is also passionate about the part we play in our and our customers’ sustainability programs.

EV charging helps slow climate change or even eliminate emissions altogether when paired with renewable electricity sources.

ChargePoint supports
customers, tenants, and
employees in switching to an EV
by ensuring this ‘green’ amenity
is inherent to the infrastructure
where people live, work and
play. ChargePoint collaborates
with a wide range of advocacy
groups that promote
sustainable technologies and
initiatives.

For additional details on our sustainability initiatives, please visit the following website:
https://www.chargepoint.com/about/sustainability/.

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ChargePoint, Inc. – Proprietary and Confidential Page 22 F. INSURANCE REQUIREMENTS
Supply & Equipment Contracts - Lease
The Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Contractor, its agents, representatives, employees or subcontractors.

Minimum Scope of Insurance. Coverage shall be at least as broad as:

1. Insurance Services Office Commercial General Liability coverage (occurrence form CG0001).

2. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1 (any auto).

3. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance.

Minimum Limits of Insurance. Contractor shall maintain limits no less than:

1. General Liability: $2,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.

3. Employer's Liability: $1,000,000 per accident for bodily injury or disease.

Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions:

2. For any claims related to this project, the Contractor's insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, agents, and volunteers.

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ChargePoint, Inc. – Proprietary and Confidential Page 23 Any insurance or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers shall be excess of the Contractor's insurance and shall not contribute with it.

3. The Contractor's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII.

ChargePoint response:

Please see ChargePoint Certificate of Insurance document for details, which includes our insurance provider’s signature. Please note, ChargePoint has not subscribed to A.M Best’s Rating service, thus we are unable to produce a rating at this time.

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ChargePoint, Inc. – Proprietary and Confidential Page 24 G. PROPOSAL SUBMITTAL FORM
The undersigned declares that she or he has carefully examined [ ] which is hereby made a part of this proposal; is thoroughly familiar with its contents; is authorized to represent the proposing firm; and agrees to perform the specified work for the following cost quoted in full:
p. Bid
Total Base Price $2,275,000
Sales tax
Other
TOTAL $2,275,000
Cost to City of San Luis Obispo $0
Delivery of equipment to the City to be within (flexible and will work towards City’s needs.) calendar days after contract
execution and written authorization to proceed.

ChargePoint response:

As noted above, while the project is expected to cost roughly $2.3M in the example assuming 14 DC fast-chargers and 8 Level 2 chargers in total across 3 EV charging sites ChargePoint and its’ financing partners will conduct a thorough site analysis to identify the top sites within the City to offer to the City of San Luis Obispo for $0 in upfront capital costs and $0 in operating costs. Should there be additional sites which are likely to see high EV driver utilization, ChargePoint may propose additional charging sites to the City at zero-cost. Each site would be estimated to be valued between $650K and $900K.

The way to generate a return on investment on EV charging is through a long-term approach to electric vehicle ownership focused on low charging rates and increased utilization. EV infrastructure design and engineering expertise enable ChargePoint and its partners to get installations right the first time. Other important factors include numerous financial incentives, including tax credits and carbon credits to aid in offering this no-cost solution to the City.

ChargePoint would advocate installing a minimum of 2 DC Fast Chargers per location to take advantage of incentive funding (perhaps at fewer overall sites in Phase 1). This budget is presented in line with the RFP requirements; we want to work with you to hit the ground running with an infrastructure plan that will most benefit drivers and promote EV adoption. From our perspective, a Phase 1 strategy deploying 4-6 DCFC stations at 3-4 locations and 10-20 Level 2 stations at an additional four locations would offer significant upside. Given this, we will deploy capital and execute as per the City’s requirements.

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ChargePoint, Inc. – Proprietary and Confidential Page 25 q. Certificate of insurance attached; insurance company’s A.M. Best rating: N/A.

Firm Name and Address
Woodruff Sawyer
50 California Street, Floor 12
San Francisco, CA 94111
www.woodruffsawyer.com
Contact: Corinne Ford Phone 415.399.6469
Signature of Authorized Representative
*Signature offered within the Certificate of Insurance
Date June 14, 2022

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ChargePoint, Inc. – Proprietary and Confidential Page 26 References
Number of years engaged in providing the services included within the scope of the specifications under the present business name: ChargePoint, Inc. .

Reference No. 1:

Agency Name County of San Diego
Contact Name MS. Susan Freed
Telephone & Email 858.229.9809
[email protected]
Street Address 5560 Overland Ave Ste 410
City, State, Zip Code San Diego, CA 92123-1204
Description of services provided
including contract amount, when
provided and project outcome
Multi- level and million-dollar client with numerous projects located within the County of San Diego.

Reference No. 2:

Agency Name City of Long Beach
Contact Name Mr. Ernie Martinez
Telephone & Email 562.570.5406
[email protected]
Street Address 2600 Temple Ave.

City, State, Zip Code Long Beach, CA 90806
Description of services provided
including contract amount, when
provided and project outcome
Multi-level and 5 plus million-dollar client with over 1,000 ports EVSE orders projected over 2020 to 2025.

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ChargePoint, Inc. – Proprietary and Confidential Page 27 Reference No. 3
Agency Name City of Santa Barbara
Contact Name Kristian Hoffland
Telephone & Email 805 564-5595
[email protected]
Street Address 735 Anacapa Street
City, State, Zip Code Santa Barbara, CA 93101
Description of services provided
including contract amount, when
provided and project outcome
Multi-level and 3-to-4-million-dollar client with 16 locations for EVSE orders projected over 2020 to 2025.

STATEMENT OF PAST CONTRACT DISQUALIFICATIONS
The proposer shall state whether it or any of its officers or employees who have a proprietary interest in it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project because of the violation of law, a safety regulation, or for any other reason, including but not limited to financial difficulties, project delays, or disputes regarding work or product quality, and if so to explain the circumstances. x Do you have any disqualification as described in the above paragraph to declare? x Yes q No q
x If yes, explain the circumstances.

Executed on June 14, 2022, at
Campbell, CA. under penalty of perjury of the laws of the State of California, that the foregoing is true and correct.

Signature of Authorized Proposer Representative

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CHARGEPOINT SOLUTIONS

OVERVIEW
June 14, 2022
Prepared for:

City of San Luis Obispo

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ChargePoint, Inc. – Proprietary and Confidential Page 2 Table of Contents
1 ChargePoint Overview ......................................................................................................................... 3 2 ChargePoint EV Charging Network ...................................................................................................... 5

2.1 Charging Station Management Software .................................................................................... 5

2.2 EV Driver Experience and Services ............................................................................................. 12

2.3 Network Security and Privacy .................................................................................................... 16

2.4 Interoperability and Standards .................................................................................................. 16 3 ChargePoint EV Charging Stations ..................................................................................................... 18

3.1 ChargePoint CT4000 – AC Level 2 Mixed-Use Charger .............................................................. 19

3.2 ChargePoint Express 250 – Centralized DC Fast Charger .......................................................... 20

3.3 ChargePoint Express Plus – Distributed DC Platform ................................................................ 21 4 Customer Service and Warranty ........................................................................................................ 22

4.1 ChargePoint Assure .................................................................................................................... 23

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ChargePoint, Inc. – Proprietary and Confidential Page 3 1 ChargePoint Overview
For more than a decade, ChargePoint has
been building the fueling network of the
future. ChargePoint started in 2007 before
electric vehicles even hit the road, and now
ChargePoint is one of the largest “pure-play”
EV charging providers dedicated to providing
AC and DC charging solutions across every
use case. Headquartered in Campbell,
California, ChargePoint provides EV charging
solutions throughout North America and Europe.

Our mission is simple - to get everyone behind the wheel of an EV and provide a place for them to charge wherever they go.

Products & Services
ChargePoint operates as a one-stop shop for customers by providing the complete EV charging ecosystem. Our commitment to EV charging—and only EV charging—enables us to offer the best electric fueling experience across every vertical. We have built a fully integrated portfolio of hardware, cloud services and support with the best technology in the industry. This ensures that everything works seamlessly and with enhanced functionality, which in turn results in great customer satisfaction.

Charger Management Software
Our cloud-based software solution is the heart of our EV charging solution. The intelligent and flexible platform connects all parties in the EV charging ecosystem including the driver, site hosts/station owners, fleet and depot managers, utilities and more. Station owners access the ChargePoint Network via a web portal, as well as APIs, to monitor, report, and set the operating parameters for charging stations on their property. Below are just a few of the features enabled by the ChargePoint Network.

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ChargePoint, Inc. – Proprietary and Confidential Page 4 Charging Infrastructure
ChargePoint is the only global EV charging solution provider that offers a complete portfolio of AC and DC charging solutions for every charging use case – from home to workplace to high power fleet charging.

Customer Base
ChargePoint operates one of the world’s largest EV charging networks with more than 174,000 activated places to charge on its network and access to an additional 290,000 public places through roaming integrations with other major networks (see map below).

Over 5,000 commercial
customers trust ChargePoint
for their charging needs
including fleet operators,
employers, local governments,
businesses, electric utilities,
and many more.

ChargePoint Operations
ChargePoint provides charging solutions throughout North America and Europe and maintains offices and customer support centres on both continents. Today we employ over 1,400 people with more than 300 engineers dedicated to designing the world’s most innovate and reliable EV charging platform.

In March of 2021, ChargePoint became the world’s first publicly traded global EV charging network when we were listed on the New York Stock Exchange (NYSE) under the stock symbol CHPT. Today, ChargePoint is the largest EV charging company that is 100% focused on transportation electrification.

Since we are not part of a broader company whose interests are diversified in unrelated, or even competing fueling industries, we are able to dedicate all our efforts to the mission of making it easier for drivers to go electric.

In Summary
Only ChargePoint has the necessary experience, scale, service, and quality that will save station operators time and money, so you can focus on your core mission.

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ChargePoint, Inc. – Proprietary and Confidential Page 5 2 ChargePoint EV Charging Network
The ChargePoint Network one of the largest, most advanced charge point operating networks (CPON) in the world with more than 174,000 activated places to charge on its network, and access to an additional 290,000 public places to charge through roaming integrations with other major networks. The ChargePoint Network provides the intelligence and software features that “makes it easy” for drivers to go electric, stations owners to efficiently operate their stations, and for utilities to access important charging data and control over how EV load integrates into the grid.

The ChargePoint Network is the result of over 14 years of experience in providing EV charging services across both North American and Europe. This experience encompasses every potential charging use case, from residential to fleet to DC fast charging, as we believe a comprehensive EV charging ecosystem is necessary to support full scale transportation electrification.

Successful EV adoption requires a consistent, reliable driver experience, a feature rich software platform that allows for ease of management, as well as responsive support when necessary. ChargePoint has a team of over 300 in-house software engineers that design, develop, and maintain all aspects of our charging solution. Our EV charging network, mobile application, and charging stations that we also provide are designed to work seamlessly together to provide the best station owner and driver experiences in the market.

2.1 Charging Station Management Software
All proposed charging stations are coupled with the ChargePoint charge management system. This system, also known as the “ChargePoint Network”, is a cloud-based software platform enabling all the necessary tools to optimally manage EV charging stations. The ChargePoint Network is designed to provide operational visibility and management of the complete charging ecosystem and to enable station operators to reduce operating costs, increase station utilization, and optimize the EV driver charging experience.

ChargePoint’s charging station management software plans provide a full feature set to tailor and manage all operating parameters and remotely view status and run utilization reports. The specific cloud plan will vary based on the model and capabilities of the station and plans are paid on an annual basis or pre-paid for multiple years at a discount. Access to the station management software platform is provided through a web-based portal and we provide additional highlights of the software capabilities through the remainder of this section.

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ChargePoint, Inc. – Proprietary and Confidential Page 6 Network Dashboard
For station operators, a web-based dashboard provides a real-time overview of the charging infrastructure, with easy-to-read tiles. Aggregated monitoring/reporting of all stations, group(s) of stations, and monitoring of individual stations is accomplished using global filters for the Dashboard page.

Each tile contains information pertinent to the charging operation, such as the following:
+ Station Status: Displays the real-time status of all stations, including the number of stations inuse, available, or at fault. + Real Time Power: Displays the active load of the charging stations. Should a Power Management policy be in effect, the power limit would be reflected in the tile so that the operator can monitor the active load vs. the maximum allowed load in real-time. This tile updates automatically every few seconds.
+ Energy: Indicates how much electricity was discharged by the stations on a monthly basis. + Average Session Length: Displays the breakdown between the time that vehicles take to actively charge vs. how long they are physically connected to a charging station. + Financials: shows Session Fees and the amount ChargePoint collects for EV charging and remits to your company. You can manage revenue by attracting more drivers or modifying what it costs to charge at your stations. Utility Cost is the estimated monthly cost based on a per kWh rate basis.
+ Environment: estimates the emissions avoided based on the energy dispensed and show tree growth equivalents from the EPA. Actual emissions avoided may be higher or lower depending on how your electricity is generated locally.

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ChargePoint, Inc. – Proprietary and Confidential Page 7 The ChargePoint Dashboard also includes driver feedback and tips for specific stations. To drive engagement and foster a sense of community among Drivers, Station Owners, and ChargePoint Support, station owners and ChargePoint support team members can reply to driver tips via the messaging card on the Admin Dashboard. Drivers will see the replies in the mobile app and will be notified if a station operator or ChargePoint Support responds to one of their tips or comments.

Organizations and Rights Granting
In the ChargePoint platform, all charging stations are associated with an organization that is utilizing or managing the stations. These organizations determine how their EV charging stations are set up including how they are physically and logically organized, who can use them, how much it costs to use them, energy management, and more. Station operators can assign access rights to multiple individuals within the company with varying rights to align with their needs and responsibilities.

Org
administration
Ability to create several layers or organizations at the parking, site, region, country level
Charger Group Customize the group of stations to administer them by group and generate aggregated reports
Role Assign roles with various access privileges such as a Network manager, Station Manager, and Fleet Manager
Station Configuration Management and Access Control
For public access and mixed-use charging solutions, the ChargePoint charge management software enables a full suite of station configuration options to optimize utilization of the station through access control. Access control policies may be set up by station operators to restrict usage of charging stations using rules that vary between different driver groups. For example, stations can be set to allow for public or employee charging during typical workhours on weekdays for a fee, while only allowing tenant access during nighttime hours or weekends for no fee.

Station on the ChargePoint Network can also be designated as publicly accessible and visible on the ChargePoint website map, on the ChargePoint mobile app, as well as many in-dash systems within the EV. All publicly accessible stations on the ChargePoint network are also listed on other public databases such as the U.S. Department of Energy’s Alternative Fuels Data Center (AFDC) as well as Google and Apple Maps. Station owners can alternatively designate stations as restricted for authorized users only making stations only visible to those drivers included on the access control policy.

Driver Groups and Connections
Driver groups are easily set up using the Connections feature in ChargePoint to associate charging stations and access profiles to specific EV drivers such as employees, tenants, multifamily residents, loyalty customers, ride share services, season ticket holders, or any group of drivers for which you may want to allow access to your EVSE or provide preferred pricing. Connection offers to drivers can be set up to be visible to all drivers using the ChargePoint mobile app or web portal or visible to only those drivers with a unique code provided by the site host (employer, property manager, etc.). This feature is extremely popular for station operators to optimize utilization of their stations and ensure the best possible driver experience based on the local use case.

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ChargePoint, Inc. – Proprietary and Confidential Page 8 EV Charging Pricing Options
ChargePoint’s charge management software contains the most advanced and flexible pricing configuration tool for station operators to collect fees and influence charging behavior whenever desired. Pricing to drivers for EV charging services can be configured to be the same for all drivers or with pricing rules that vary for different groups of drivers.

Pricing rules may be set up using any of the following options:
+ A fixed rate for the session. The driver pays a set fee for the entire session. + An hourly rate. The driver pays per hour or per minute, like parking meters. + An energy rate. The driver pays for the energy consumed on a per kWh basis. + Length-of-Stay escalating pricing. One price is charged during the first X hours and another price is charged for every hour afterwards.
+ Charge-Complete escalating pricing. One price is charged until the vehicle reaches full charge, then another price is charged afterwards with an optional grace period. + Time-of-Day pricing. One price is charged during peak hours and another during off-peak hours that may vary by day of week, weekdays, or weekends. + A minimum and/or a maximum fee per session.
+ A combination of the above. For example, a minimum fee PLUS an hourly rate or an hourly parking rate PLUS per kWh pricing.
+ Driver groups. Station owners may set unique policies for different classifications of drivers (e.g., students, faculty & staff vs. visitors) using the options above. + Scheduled Pricing. All of the above options may be set by time of day and day of week.

Station Monitoring and Data Management
ChargePoint provides extensive monitoring and reporting capabilities in a user-friendly and highly flexible web interface. ChargePoint stations are continuously communicating over the ChargePoint network and status updated in real-time and available on the web-based admin interface and via push alerts. The ChargePoint web interface provides the tools necessary to actively monitor and manage all stations, including near real-time status for each port, making it easy to view important information in a clear and concise table format.

Detailed near real-time status for individual stations is available on the Station Properties page, including active charging sessions with current and voltage output levels to vehicle displayed.

Administrators can:
+ Get live status, including network
connectivity and port status
+ Reboot the station
+ View live charging sessions,
including instantaneous power
output
+ View a history of charging sessions

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ChargePoint, Inc. – Proprietary and Confidential Page 9 All reports may be exported to Excel or CSV format from the reports page directly. The categories of reporting available on the ChargePoint web portal include:
+ Analytics: A large collection of information, including peak occupancy, session information, energy dispensed, and GHG savings. There are several reports under Analytics including the Unique Driver Report, Session Length Histogram Report, and the Average Utilization Report. + Financial: If a fee is associated with charging, this report shows the monthly Flex Billing statement, including how much Drivers spent charging at the Organization’s stations, and how much money the Organization receives monthly.
+ Logs: A chronology of configuration changes and the success or failure of any attempt by the ChargePoint cloud to download information to the stations. + Audit Trail: All configuration and other actions including the user account that performed the action.
+ Alarms: A table of station events, including service-affecting faults.

A sampling of report output is provided below.

Energy by Day & Energy by Month
Session Length Histogram & Average Utilization
Sessions & Unique Drivers

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ChargePoint, Inc. – Proprietary and Confidential Page 10 ChargePoint also provides for more advanced energy reporting that includes more granular 15-minute interval level data reporting down to the port level. This is standard on the DC fast charging software plans and optional on the AC Level 2 station plans. An example of advanced analytics reporting is shown below:

Energy and Peak Power by Port and Time of Day
Station Alarm Reporting
In the ChargePoint web-based portal, station operators can quickly view overall status of charging stations, including stations in alarm state that need service, categorized by alarm type. Comprehensive alarm log reports may be exported and include listings of station status at time of alarm (in use or available), alarm type, alarm event timestamp, and station details such as location, model number, and software version. Station operators also can enable batched email alerts to receive an hourly email containing alerts on all stations or a custom group of stations, for example alerts for stations in a particular geographical territory or customer.

Station Software Updates
ChargePoint leads the industry in innovation and new product development. Our charging stations are designed with intelligent networking capability and automated over-the-air station software upgrades to support new features and enhancements to ensure your investment is future-proofed. As new software features are developed and introduced for general availability, station software upgrades are automatically downloaded over-the-air to our installed base of commercial charging stations. The ChargePoint cloud-based services are also updated on an ongoing basis via sprint releases to support new features and integrated solutions. These ongoing innovations and software upgrades are included with the network services subscription at no extra cost.

Power Management
The ChargePoint EV charging software platform includes a wide array of options to manage energy and power at stations and groupings of stations. Options include:
+ Circuit Share: Allows a single circuit to power two or more ports, active load management ensures that the station load never exceeds the capacity of the circuit (e.g., 40A circuit powering 2 individual 32A ports). Circuit sharing can be set by the installer or remotely by ChargePoint Support when necessary.
+ Power Select: Allows lower power circuits to be run to the stations: 30A circuit supporting 24A load or a 20A circuit supporting 16A load. Power Select is typically set by an installer using the installation wizard but may also be remotely set by ChargePoint Support when necessary.

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ChargePoint, Inc. – Proprietary and Confidential Page 11 + Demand Response: Standard on our Express DC solutions and as an option on AC Level 2 stations, this enables station operators to conduct demand response on a station or group of stations. Power can be curtailed completely, by a percentage of the active power, or set to a lower power threshold.
+ Power Share Ceiling: Max aggregate load of a custom group of stations in a geographic region may also be configured, and power ceiling may optionally be set up to vary by time of day or day of week or may vary based on pricing information provided by the utility. + Pricing-based Power Management: ChargePoint can dynamically set the Power Share ceiling based on pricing information received from the utility. As the price increases, the aggregate power is decreased, thus reducing consumption. As the price decreases, the aggregate power is increased, thereby increasing consumption. This process is fully automated based on day-ahead pricing information from the utility.
+ Power Management: Allows an aggregate maximum load to be set for a group of stations at the circuit level, panel level and/or transformer or utility service level. DC power can be managed at a site level, in conjunction with Level 2 circuit and panel level power management applications.

This allows for oversubscription of electrical service and optimizes the active charging time of vehicles relative to their overall time the vehicles are parked.

ChargePoint Power Management enables efficient charging of an increased number of charging stations using available power at a site, reduces electrical infrastructure costs, and eliminates higher utility service costs associated with exceeding a peak power threshold. The following graphs illustrate the impact of using power management to significantly reduce the overall power demand at a single site.

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ChargePoint, Inc. – Proprietary and Confidential Page 12 Application Programming Interfaces
ChargePoint has developed a wide array of Soap/XML standards-based Application Programming Interfaces (APIs) to support greater integration of station data and controls between the ChargePoint charge management system and existing backend systems with the station operator. Station administrators can use APIs to retrieve financial transaction data, manage charging stations, view detailed station information, real-time status, charging data, to get a list of active station alarms and clear alarms, manage driver groups, retrieve a list of connected or managed drivers, and update driver connection status. Station operators may also create a push framework to register for feeds that provide push notifications for station status updates.

2.2 EV Driver Experience and Services
The mobile application is a critical component of any EV driver’s experience. ChargePoint has focused on constantly improving this experience for over a decade and today offers a best-in-class mobile application that has been downloaded hundreds of thousands of times to mobile devices. We are proud of having one of the highest rated, most customer-friendly apps in its category with ratings of 4.6 stars

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ChargePoint, Inc. – Proprietary and Confidential Page 13 in both the Google Play and Apple store supported by thousands of reviews. Apple even named the ChargePoint mobile application the coveted "app of the day”.

The ChargePoint mobile app enables drivers to locate stations on the ChargePoint Network, stations on 3rd party networks, and even non-networked stations. Drivers can view real-time availability, navigate to any station using their preferred mobile navigation tool, authorize and pay for sessions, view real-time charging status, and receive alerts on charging events. Drivers can also use the ChargePoint app to view status and initiate charging on several other charging networks through which ChargePoint has implemented roaming agreements. Below is a series of screenshots that highlight the functionality of the ChargePoint App.

Highlights include:
+ Network-agnostic station information from all networked and non-networked charging stations. + Comprehensive filtering capabilities, allowing the driver to focus on stations that matter to them—network operator, connector type, station power, fees, hours of operation, location. + Integration with user-preferred navigation tools including Google Maps, Apple Maps, and Waze. + Navigation to the exact parking space by use of latitude/longitude. + Google auto-complete POI search, allowing EV drivers to easily locate stations near destinations. + Crowd sourcing for additional station information, including driver tips. + Payment management including the ability to add/change payment options. + Data hosted in redundant, geographically diverse Tier-1 data centers. + Monitor and display real-time charging status.
+ Review miles added based on car model, cost of session, and amount of energy used over time. + Account Management to update personal information and order replacement RFID card. + Custom-defined “Favorites” list and list of recently used charging stations. + History that shows detailed description of all past charging sessions.

Additional highlights specific to ChargePoint stations and stations on other charging networks with a roaming agreement with ChargePoint:
+ Real-time status and station availability.
+ Listing of dynamic pricing information.

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ChargePoint, Inc. – Proprietary and Confidential Page 14 + Ability to start a session from the mobile app.
+ Payment support at more stations than any other provider in North America.

While most drivers love using use ChargePoint mobile app, drivers also have the option to use our web portal. The portal also provides a map of all charging stations within the geographical region and drivers can view past activity or view real time charging status for stations on the ChargePoint network as well as those on other roaming associated networks. Drivers can also view fuel and greenhouse gas (GHG) savings and track the vehicle’s charge history.

Driver Accounts and Payment Options
EV drivers can register with a ChargePoint driver account to enable greater functionality and convenience via the ChargePoint Network. This is a free service to EV drivers and does not any subscription or any setup fee to join.

ChargePoint offers a variety of payment options to ensure EV Drivers can have the flexibility to pay the way they want. Depending on the station operator needs and how they configure their ChargePoint networked station, EV drivers will be able to use multiple point-of-sale methods including:
+ Credit Card: Drivers may use a contactless credit card or call the toll-free number clearly displayed on every station 24/7 to authorize charging. EV drivers will be able to pay via a credit card without having a ChargePoint account or the mobile app. + Apple Pay and Google Pay “Tap to Pay”: ChargePoint stations are compatible with Apple and Android phones using NFC technology with Google Pay and Apple Pay, allowing drivers to pay by tapping their phones at the station as if they were using a contactless credit card. No membership or registration required.
+ ChargePoint Account and RFID Card: New drivers can open an account online and sign up to receive a free ChargePoint card. The driver’s ChargePoint account is synched to the driver’s credit card, PayPal, Google Pay, or Apple Pay as a funding source. + ChargePoint Mobile App: EV drivers can start and stop charging with just one tap in the mobile ChargePoint app. Like the ChargePoint RFID card, this app is synched to the driver’s ChargePoint account.
+ Smartphone and Smartwatch “Tap to Charge”: ChargePoint drivers can use the NFC capabilities of their Android or Apple smartphone or smartwatch and tap at the station in lieu of using an RFID card. This feature ties the session to the driver account, enabling all features of the mobile application and activity tracking.

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ChargePoint, Inc. – Proprietary and Confidential Page 15 + Roaming Between Networks: ChargePoint registered drivers can utilize the ChargePoint app to initiate a charging session on any implemented roaming partner charging network, and conversely can utilize a roaming network’s account to activate a station on the ChargePoint Network. ChargePoint is a founding member of effort to develop roaming agreements between all major charging networks to help charging seamless for all EV drivers.

ChargePoint handles the entire billing process on behalf of all parties to make it easy for all. All payment processing, funds transfer and collections are handled automatically with ChargePoint aggregating and remitting the balance, net fees, to the station operator on a quarterly basis.

To support financial transactions for sessions at charging stations where the operator required a fee, registered ChargePoint drivers can link a credit card to their account to provide an initial fund source and to replenish the minimum balance over time as required. Drivers are not charged anything until the first session interaction which requires a payment. Account holders have access to detailed transaction records to be able to verify and monitor account activity without the need to examine one or more monthly credit card statements that contain a mix of everyday transactions. ChargePoint never stores the full credit card number in our database instead using a tokenization service and the last four digits of the Credit Card Number, all of which are encrypted at all stages.

In-Dash EV Integration
To give drivers another easy way to find a place to charge that fits with the way you drive, ChargePoint now works with Apple CarPlay and Android Auto. Many drivers already enjoy using these in-dash apps for media, navigation and other purposes. Now, EV charging is part of the in-dash experience as well.

Just connect your smart phone to a vehicle that works with CarPlay and Android Auto and open the ChargePoint app to find stations nearby and even start a charge, all from the vehicle’s built-in display.

You can do more than just find stations and start a charge. Use ChargePoint with CarPlay and Android Auto to:
+ See a map with nearby stations and availability
+ Tap on a station pin for more info like cost and address + Start a charge from the station info screen
+ Filter stations by speed, cost, availability and compatibility with your EV + Find recently used stations
+ Access favorite spots
+ Join a Waitlist on your ride to work

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ChargePoint, Inc. – Proprietary and Confidential Page 16

2.3 Network Security and Privacy
As a world leader in EV charging, ChargePoint supports an open, standards-based, and secure charging ecosystem to enable innovation and protect sensitive business operations. The follow provides additional information on our network security initiatives and protocols.

PCI Compliance
ChargePoint maintains PCI compliance and is audited on an annual basis by Coalfire, an independent 3rd party Qualified Security Assessor (QSA). Coalfire has more than 17 years’ experience in IT security and compliance, serving thousands of client organizations across the United States and Europe. Their client list includes 3M, AWS, Azure, Orion Health, Concur, InstaMed, and many more.

Information Security Policy
Our Information Security Policy is based on the PCI-DSS 3.2.1 information security standard. We review our policy at least annually. The PCI DSS standard requires a comprehensive information security policy that is used throughout the organization and is distributed to all system users, including contractors, vendors, and business partners. ChargePoint uses this chapter of its policies, Requirement 12, as a stand-alone security policy for that purpose, in addition to Requirement 12's other functions within the PCI standard.

ChargePoint believes that security measures taken should meet or exceed published standards, but that a public, precise description of measures is actually more likely to lead to a breach of cardholder data.

ChargePoint strives to, and believes it does, meet or exceed the PCI-DSS standards, including those standards outside the realm of strict data security.

ChargePoint Services
ChargePoint provides services to thousands of customers through a cloud-based platform that is hosted at Amazon AWS. The IT infrastructure that AWS provides to its customers is designed and managed in alignment with security best practices and a variety of IT security standards, including:
+ SOC 1/SSAE 16/ISAE 3402 (formerly SAS70), SOC2, SOC3
+ FISMA, DIACAP, and FedRAMP
+ DOD CSM Levels1-5, PCI DSS Level1
+ ISO 9001 / ISO27001
+ ITAR, FIPS140-2, and MTCS Level3
The production environment at AWS is isolated from the ChargePoint corporate network. ChargePoint also has no connect to any of our partner networks. The charging stations all communicate over the cellular network, bypassing the need for any local IT connectivity. Access to the cloud-based platform is via standard web browser with no plugins required.

2.4 Interoperability and Standards
ChargePoint is dedicated to enabling the future of e-mobility by providing the most open, secure, and robust network anywhere. We utilize and support open standards and protocols to:
+ Connect: Connect any system and all Open Charge Point Protocol (OCPP) compliant hardware to the ChargePoint network

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ChargePoint, Inc. – Proprietary and Confidential Page 17 + Configure: Manage any charging station through one central platform with the ChargePoint Operator Network
+ Charge: Provide all EV drivers with the best charging experience available with the ChargePoint Driver Experience Network
Below is a listing of key activities related to standards and protocols that ChargePoint has developed to enhance the EV charging ecosystem:
+ Station to Cloud Interface (OCPP): In addition to manufacturing and selling our own EV charging equipment, ChargePoint has over 8 years of experience with integrating EVSEs from other manufactures onto our network. The ChargePoint Network supports the OCPP v1.6J and 2.0.1 protocol making it possible to integrate any charging station that communicates via the protocol onto our network. ChargePoint has developed a robust integration program with a dedicated team to facilitate this process to adequately conduct integration and ensure stations works as expected.
+ Vehicle Interoperability Program: Given the importance of charging solutions to be interoperable with all types of electric vehicles, ChargePoint provides a Vehicle Interoperability Program (VIP) to test vehicles against our entire product line. The goal of the program is to ensure that before vehicles are released to the market that we have validated interoperability between the vehicle and all applicable charging stations. + Roaming: ChargePoint was a founding member of the industry effort to enable “roaming” which provides seamless EV driver access, including payment, to multiple charging networks via one native account. This is enabled via the OCPI open protocol that governs the communications between charging networks. ChargePoint has entered into agreements with all of the major charging networks to help simplify the EV driver experience. This includes EVGo, Greenlots, AddEnergie (FLO), EVConnect, Enel X, and dozens of more roaming partnerships in Europe. + Utility System Interface: ChargePoint was one of the first charging networks to be certified as OpenADR 2.0b compliant to help support the broadcasting of price signals and demand response events from utilities to charging station operators.

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ChargePoint, Inc. – Proprietary and Confidential Page 18 3 ChargePoint EV Charging Stations
ChargePoint is the only global EV charging solution provider that offers a complete portfolio of AC and DC charging solutions for every charging use case – from home to workplace to multifamily charging.

ChargePoint has been designing and manufacturing charging stations for over a decade and we offer some of the most reliable, user-friendly, and feature-rich charging stations on the market today. Our extensive portfolio of stations allows us to offer the optimum solution for any EV charging requirement – from long dwell time AC charging to high-speed DC charging.

Below we provide a few highlights associated with ChargePoint manufactured charging equipment. + Standards Compliance: ChargePoint products are designed, engineered, and built to comply with industry standards and applicable national, and local regulations and codes. + Safety: In addition to compliance to UL and NEC codes, ChargePoint stations are designed to ensure safe operations in any environment, including ergonomics and cable management. + Vehicle Interoperability: Stations are available with the most common standard connectors including CCS Type 1, Type 2, and CHAdeMO, and ChargePoint vehicle interoperability testing with all major vehicle OEMs to ensure stations work as expected in the field. + Intelligent: All stations are connected to the ChargePoint cloud to provide station control, charging data, status and usage visibility, power management, API integration, and more. + Space Saving: ChargePoint stations are designed with minimal footprint to maximize available space. This is especially evident with our liquid cooled Express DC stations. + Reliability: ChargePoint stations are engineered and tested to last 10+ years, with real-time connectivity to diagnose issues. DC solutions are designed with redundancy built into the system architecture.
+ Serviceability: ChargePoint station are highly modular with minimal Field Replaceable Units (FRUs) for ease of installation, service, and operations and to minimize station downtime.

Unique within our industry, ChargePoint is the only station manufacturer that also has invested in a 16,000 square foot testing facility that was previously a UL-testing lab. The ChargePoint Advanced Test Facility contains a comprehensive testing suite that includes mechanical, environmental, and operational stress tests conducted on both subsystems and fully assembled chargers. This allows ChargePoint to quickly evaluate our designs and make continual improvements to ensure our hardware is as reliable as possible and that this level of reliability is maintained throughout the product lifecycle.

In addition to manufacturing and selling our own portfolio of EV charging equipment, ChargePoint also has over eight years of experience with integrating our charge management software on a variety of 3rd party EV charging station manufacturers. ChargePoint has developed a robust OCPP integration program with a dedicated team to facilitate this process to adequately conduct integration and certification and ensure stations work as expected in the field.

In the remainder of this section, we provide an overview of the proposed ChargePoint charging hardware that meet the requirements associated with this solicitation.

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3.1 ChargePoint CT4000 – AC Level 2 Mixed-Use Charger
ChargePoint CT4000 Level 2 stations are ideal for public charging, workplace, shared multifamily, and general mixed-use applications. The CT4000 family of easy-to-use ADA compliant Level 2 charging stations integrate design and functionality with superior reliability and durability. The enhanced feature set of this mixed-use station, together with its associated cloud services plan, provides premium charging support while enabling enhanced station management including various access controls, driver grouping and connections, display functionality, as well as the ability to set and collect usage fees.

The CT4000 family of stations is available as a single or dual station, as well as wall mount or pedestal-based configurations to support every installation use case. Each CT4000 station is equipped with one or two standard SAE J-1772 Level 2 charging connectors, each supplying up to 7.2kW (208/240VAC @ 30A). Cord lengths are available in both 18’ and 23’ lengths and all stations come with active cable management to ensure a safe and clean work environment. As with all ChargePoint charging stations, the CT4000 is rigorously tested to be safe and reliable, as well as designed to withstand severe weather.

Key features of the CT4000:
+ Safe, Reliable, Energy Efficient Hardware: UL listed, meeting the stringent requirements of the nation’s leading safety standards organization. Stations are rugged, built to withstand the elements. ENERGY STAR certified to conserves power when not charging. + Driver Friendly User Interface: Instructional video shows how to use the station. Multilanguage: English, French, Spanish. Touch button interface; works in rain, ice and with gloves.

Backed by ChargePoint’s world class 24/7 driver phone support. + Rugged and Reliable: Strong and rugged design materials, such as the anodized aluminum exterior, built to withstand the elements. The CT4000 is also one of the most widely deployed and trusted charging stations in the world.
+ Smart & Fully Supported: Built-in cellular networking makes remote management of the station easy with ChargePoint Cloud Services. The CT4000 is also OCPP v1.6J Core compliant. + Minimize Costs with Flexible Power Management Options: An intelligent, lower power output can save station owners considerable installation cost while still providing the necessary charge times. With flexible power management options, station owners can meet the needs of operational needs while lowering costs.

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3.2 ChargePoint Express 250 – Centralized DC Fast Charger The ChargePoint Express 250 (CPE250) is a state-of-the-art centralized DC fast charging solution available in North America and Europe. The CPE250 is engineered to fast charge current and next-generation electric vehicles, buses and trucks across a wide range of voltages. The station is designed to charge a single vehicle at a time and can be fitted with one or two standard connectors including CCS1, CCS2 or CHAdeMO. Charging connectors are attached to our cable management system to keep cords cleanly off the ground to increase workplace safety and protect the equipment The CPE250 can provide up to 62.5kW of power to a single vehicle when installed as a stand-alone station. More commonly, the CPE250 can be installed in an electrically paired configuration enabling a power output up to 125kW to a single connected vehicle or to share that power among two connected vehicles. The result is a powerful DC fast charging solution that provides 25% more power than a 50kW station and 40% more in a paired configuration.

Key features of the CPE250:
+ High Availability and Serviceability: The Express 250 has minimal moving parts, increasing reliability and minimizing ongoing maintenance. Modular components can be installed in the field without any specialized tools or expertise. Multiple Power Modules allow for redundancy and continued station use should one Power Module experience issues. + Thoughtfully Designed: Ultra small footprint preserving precious space within parking lots.

Fault-tolerant design, remote monitoring and intelligent diagnostics provide proactive alerts to prevent station outages.
+ Universal Compatibility: The Express 250 supports battery packs from 200V to 1,000V, ensuring both legacy and future electric vehicles can always be charged. Compatible with international electrical grid standards and vehicles. Supports current and future global connector standards. + Smart & Fully Supported: Built-in cellular networking makes remote management of the Express 250 easy with ChargePoint Cloud Services. The CPE250 is OCPP v1.6J Core compliant and supports 15118.
+ Dynamic Power Sharing: In the paired configuration, CPE250s dynamically steer available power between stations and connected vehicles to make the most efficient use of the investment and to charge vehicles as quickly as possible while managing site level power requirements.

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3.3 ChargePoint Express Plus – Distributed DC Platform
ChargePoint Express Plus (EP) is an ultra-fast DC charging platform designed to meet the charging requirements of both current and next-generation electric vehicles, including cars, buses, and trucks.

The innovative design of ChargePoint Express Plus employs a modular, scalable architecture that allows station owners to purchase only what they need and scale up as demand grows, with no stranded investment along the way. The building blocks are designed such that a deployment can be configured to meet the exact requirements at any site. The Express Plus platform is comprised of the three key elements: the power conversion modules, the housing for those modules, and the end dispensers.

Express Plus (EP) Power Module
The EP Power Module is a self-contained AC to DC power conversion system that operates at an output of between 200 and 1,000 V and delivers up to 40 kW at a max current of 100 amps. EP Power Modules are sealed units, easily installed in an Express Plus Power Block in the field without any special tools or technical expertise.

Express Plus (EP) Power Block
The EP Power Block is modular housing for up to 5 EP Power Modules and provides up to 200 kW of power. The EP Power Block provides liquid cooling capabilities to EP Power Modules and can support between 1 and 8 Express Plus Power Link stations in a fully integrated system with remote diagnostics and management.

Express Plus (EP) Power Link
The EP Power Link is the station or dispensing component of the Express Plus platform. It is designed to support up to two flexible, lightweight cables compatible with all standard connector types including CSS and CHAdeMO. The EP Power Link can deliver between 200 kW and 500 kW to a single vehicle depending on the number of connected EP Power Blocks and cable rating. Multiple mounting options are available including pedestal, wall, and over-head (gantry) while built-in cellular networking provides for remote management.

Key features of the Express Plus Platform:
+ Performance – the ability to increase power output at a later time to meet increase power demand in the future.
+ Scale – the ability to add more ports in the future to charge more vehicles. + Reliability and Availability – this is accomplished through system redundancy, design for serviceability and preventative maintenance to maximize uptime. + Universal Compatibility: The Express Plus supports battery packs from 200V to 1,000V, ensuring both legacy and future electric vehicles can always be charged with any standard connector. + Smart & Fully Supported: Remote management is easy with ChargePoint Cloud Services and built-in cellular connection. Operates on the new OCPP v2.0.1 protocol and supports 15118. + Dynamic Power Sharing: Steer available power with up to 16 connected dispensing ports to make the most efficient use of the investment and to charge vehicles as quickly as possible while managing site level power requirements.

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ChargePoint, Inc. – Proprietary and Confidential Page 22 4 Customer Service and Warranty
ChargePoint EV charging stations are some of the most advanced and reliable in the world, but site conditions can change, wear and tear occurs, and accidents or equipment failures can happen. That is why it is so important that site hosts choose a solution that provides rigorously tested hardware designed for reliability and uptime along with integrated software and services that can quickly identify and proactively resolve issues.

ChargePoint's customer support operations are multi-faceted, leveraging a complete ecosystem that include networked charging stations, driver and technical support, charger management software, and a network of field service partners.
+ EV Driver and Technical Support: ChargePoint believes customer support functions are too critical to be left in the hands of independent contractors. That’s why we have built up one of the largest, in-house Customer Support Centers in the EV charging industry. Based in Scottsdale, Arizona, our team of over a hundred support agents provide 24/7/365 driver and station owners support in multiple languages including English, French, and Spanish. + Networked, Easy-to-Service Charging Stations: The proposed networked ChargePoint charging stations, are built in a module, easily serviceable architecture (20–60-minute repair time), include granular level remote diagnostics, and are tested in our Advanced Test Facility. + Station Performance and Diagnostic Software: Stations are connected to the ChargePoint charger management system allowing station owners and remote technicians to manage stations, monitor alarms and alerts, and quickly identify and resolve issues. + Field Service Partner Network: ChargePoint has developed a global network of 120+ field service partners encompassing over 4,800 technicians, qualified through a robust training program. Partners are able to support station installation and well as conduct field repair and warranty services, including same-day dispatch capability.

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ChargePoint, Inc. – Proprietary and Confidential Page 23

4.1 ChargePoint Assure
ChargePoint’s standard hardware warranty is one-year parts only for commercial stations. To provide greater peace of mind, ChargePoint recommends our Assure service for ChargePoint manufactured commercial charging stations.

With Assure, ChargePoint takes responsibility for fixing hardware issues by providing parts, labor, and orchestration of repairs by expert support specialists. Proactive monitoring, regular reports and unlimited changes to station policies are included with Assure, as well as one business day response to requests and a 98% annual uptime guarantee. You can also get professional guidance when configuring your stations to make the most of EV charging.

Summary of Assure features:
+ 24x7 proactive station health monitoring
+ Dispatch of repair technicians when required
+ Next business-day, on-site response after parts are delivered + Unlimited software configuration changes
+ 98% annual uptime guarantee with financial penalties for non-performance + Monthly reports and detailed quarterly reports of your station’s performance metrics + Coverage of labor for repairs typically not covered under standard warranty such as vandalism, abuse, and accidents

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ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | [email protected] | www.chargepoint.com. Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 1 Addendum #1 – Partner Fact Sheet for the City of San Luis Obispo Solicitation 2205-001
Note – ChargePoint owns and operates chargers across the country as requested in the RFP. ChargePoint has also developed extensive partnership with third parties to provide a wide range of entities to support a complete turnkey solution including construction, installation, ongoing operations and maintenance. Please note, the interested parties listed below does not represent a confirmation of contract commitment to execute the project as additional due diligence is necessary including in-person site assessments of each location.

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General Information
Website https://www.faithtechinc.com/Headquarters Address 201 Main Street PO Box 260 Menasha, WI 54952 Contact Information 800-274-2345
Safety

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ChargePoint, Inc. | 240 East Hacienda Avenue Campbell, CA 95008 USA +1.408.841.4500 or US toll-free +1.877.370.3802 | [email protected] | www.chargepoint.com. Copyright © 2022 ChargePoint, Inc. All rights reserved. CHARGEPOINT is a U.S. registered trademark/service mark. All other products or services mentioned are the trademarks, service marks, registered trademarks, or registered service marks of their respective owners. ChargePoint, Inc. – Proprietary and Confidential Page 9 Addendum #1 – City of San Luis Schedule
Note - To the extent feasible by ChargePoint, please see the Tentative Schedule below for the charging locations. The Customer shall understand that these are preliminary Schedules and subject to change. Upon Award/NTP, Charge Point or Partners site visits will be required. The future project schedule will be outlined in the contracting documents. Additionally, the plans are subject to change based on unforeseen circumstances/force majeure/permitting/utility coordination or other not related to ChargePoint delays. The schedule is contingent upon the total award of all sites and quantities listed within an RFP. ChargePoint and its’ partners will work closely with the City to install and activate the charging stations as quickly as possible while minimizing disruptions to each site. The task and subtask project scope is a high-level representation of one site from project identification to project closure.

A number of workdays allocated to each Task in which all estimations are based on the standard Mon-Fri work week and norm business hours. Our proposal does not include over-time or Holiday hours.

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ID Task
Mode
Task Name Duration Start Finish
1 SLO Project Overall Schedule 426 days Fri 7/29/22 Fri 3/15/24 2 NTP 14 days Fri 7/29/22 Wed 8/17/223 Project Development & Zoning 150 days Thu 8/18/22 Wed 3/15/234 Zoning Permit Approval 150 days Thu 8/18/22 Wed 3/15/235 Conditional Use Permits Reviews 10 days Thu 3/2/23 Wed 3/15/236 Completed Design 140 days Thu 8/18/22 Wed 3/1/237 Sites Planning 80 days Thu 8/18/22 Wed 12/7/228 Properties Survey's 10 days Thu 8/18/22 Wed 8/31/229 Geo Technical Survey's 10 days Thu 8/18/22 Wed 8/31/22 10 Environmental Survey's 10 days Thu 8/18/22 Wed 8/31/2211 Contracting 80 days Thu 8/18/22 Wed 12/7/2212 New Services Request's 10 days Thu 8/18/22 Wed 8/31/2213 Load Studies 10 days Thu 8/18/22 Wed 8/31/2214 Schematic Design 30 days Thu 12/8/22 Wed 1/18/2315 Validate Design Requirements 10 days Thu 12/8/22 Wed 12/21/2216 Proof of Concept Plan 10 days Thu 12/22/22 Wed 1/4/2317 Engineering Review 10 days Thu 12/8/22 Wed 12/21/2218 Utility Coordination 10 days Thu 1/5/23 Wed 1/18/2319 Construction Drawings 30 days Thu 1/19/23 Wed 3/1/2320 100 % CDs 30 days Thu 1/19/23 Wed 3/1/2326 Construction Permit 30 days Thu 3/2/23 Wed 4/12/2327 JHA Review 30 days Thu 3/2/23 Wed 4/12/2328 Construction 262 days Thu 3/16/23 Fri 3/15/2429 Chargers Procurement 150 days Thu 3/16/23 Wed 10/11/2330 Electrical Gear Procurement 262 days Thu 3/16/23 Fri 3/15/2431 Civil 20 days Thu 3/16/23 Wed 4/12/2332 Infrastructure/Utility 30 days Thu 4/13/23 Wed 5/24/2333 Structural 5 days Thu 4/13/23 Wed 4/19/2334 Electrical 30 days Thu 4/20/23 Wed 5/31/2335 Landscaping 10 days Thu 5/25/23 Wed 6/7/2336 Inspections 5 days Thu 6/1/23 Wed 6/7/2337 Site Energized 5 days Thu 6/8/23 Wed 6/14/2338 Commissioning 10 days Thu 6/15/23 Wed 6/28/2339 Project Closeout 330 days Mon 3/18/24 Fri 6/20/2540 O&M Turnover 10 days Mon 3/18/24 Fri 3/29/2441 Final Invoicing 10 days Mon 3/18/24 Fri 3/29/2442 30 Day Review 30 days Mon 3/18/24 Fri 4/26/2443 11mo Warranty Walk 330 days Mon 3/18/24 Fri 6/20/25 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3
2023 2024 2025
TaskSplitMilestoneSummary
Project SummaryInactive TaskInactive MilestoneInactive Summary Manual TaskDuration-onlyManual Summary RollupManual Summary Start-onlyFinish-onlyExternal TasksExternal Milestone
DeadlineProgressManual Progress

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Project: SLO Project Schedule -Date: Wed 7/6/22

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City of San Luis Obispo, Council Memorandum
City of San Luis Obispo
Council Agenda Correspondence
DATE: July 19, 2022
TO: Mayor and Council
FROM: Matt Horn, Public Works Director
Justin Wong, Transportation Planner/Engineer I
VIA: Derek Johnson, City Manager
SUBJECT: ITEM 6i – AUTHORIZATION TO ADVERTISE 2022 PEDESTRIAN CROSSING IMPROVEMENTS PROJECT, SPECIFICATION NO. 1000069 The purpose of this correspondence is to respond to general questions and comments received to date in preparation of the July 19, 2022, Council Meeting, Agenda Item 6i, Authorization to Advertise 2022 Pedestrian Crossing Improvements Project, Specification No. 1000069. Staff responses are shown below in italics.

Question 1: What kind of traffic studies were conducted for this project? Staff has considered both current and projected long-term traffic projections when evaluating the potential impacts to traffic operations associated with the proposed fourlane to three-lane road diet on Johnson Avenue between Bishop Street and Laurel Lane. The existing traffic volumes used in this study were taken while all local schools were in session (Cal Poly, Cuesta College, and San Luis Coastal Unified School District) and include growth assumptions to account for the portions of the Orcutt Area development that have been constructed and occupied to date. Currently, this segment of Johnson Avenue carries approximately 14,000 to 16,000 vehicles per day (ADT) and is projected to carry approximately 20,000 vehicles in the long-term (20-year horizon) with full buildout of development anticipated in the City’s currently adopted General Plan.

The assessment of traffic operations concluded that a three-lane configuration along this segment of Johnson Avenue is anticipated to provide sufficient capacity to accommodate existing and future traffic demand and maintain acceptable operations per the City’s adopted transportation performance measures (auto level of service). Further, the existing and future volumes along this segment are within the thresholds recommended per Federal Highway Administration (FHWA) design guidance, which identifies 18,000 vehicles per day as the ideal level for a three-lane road diet, with 25,000 vehicles per day as the maximum range suggested for consideration. As a point of reference, South Street between Higuera and Broad Streets currently carries approximately 18,000 vehicles and provides sufficient traffic throughput following a previous four-to-three-lane road diet installed more than a decade ago. Table 1 below summarizes the existing and proposed traffic volumes on this segment of Johnson Avenue compared to the thresholds recommended by FHWA for thee-lane road diets.

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Item 6i – Staff Agenda Correspondence Page 2
The project designs start the reduction from two-to-one lane in each direction of Johnson Avenue several hundred feet south of Bishop Street, which retains the existing number of lanes and traffic capacity at the Johnson/Bishop signalized intersection, which is intended to avoid any increases in vehicle queues or congestion through Bishop Street intersection.

Lastly, the road diet currently proposed as part of the Pedestrian Crossing Improvements Project is planned as a pilot project. Johnson Avenue is planned for pavement maintenance and full restriping as part of the 2023 Paving Project. By proceeding with a pilot road diet now, this allows staff to monitor traffic volumes, congestion, collision trends, vehicle speeds, and pedestrian crossing conditions before proceeding with permanent street changes in late 2023. Prior to coming to the Council to request authorization to proceed with the 2023 Paving Project, staff will collect this additional data and solicit input from the community to guide final recommendations for Johnson Avenue. It should be noted that in planning the 2023 Paving Project, staff will consider additional safety improvements along Johnson Avenue outside of the current project limits (Bishop Street north to San Luis Drive); however, the current project does not propose any lane reductions or other changes outside of the limits on Johnson between Bishop and Laurel Lane.

Question 2: Why isn’t the City considering a traffic signal or pedestrian hybrid beacon (PHB) for the South/King and/or Johnson/Sydney crossings? In developing the project plans, staff evaluated various types of pedestrian crossing devices, specifically at the South/King and Johnson/Sydney intersections. This analysis concluded that the currently proposed crossing treatments—Rectangular Rapid Flashing Beacons (RRFBs)—were appropriate installations for these locations. None of the proposed crossing location met the required thresholds or “warrants” that need to be met to legally install a full traffic signal. The South/King intersection did meet warrants for a PHB, but the Johnson/Sydney intersection did not have sufficient pedestrian crossing volume to justify a PHB at this time.

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Item 6i – Staff Agenda Correspondence Page 3
A PHB is not proposed at the South/King intersection as part of this project due to funding and timing constraints. A single PHB installation costs approximately $400,000 and requires 18 to 24 months to design and construct when considering current lead times with PG&E coordination for electrical service and traffic signal equipment shipment.

Current project funding is not adequate to fund a PHB and staff believes that the current plans for RRFB beacons provide more immediate benefits, while not precluding further upgrades in the future.

As recommended by the Active Transportation Committee, staff is pursuing grant funding opportunities to upgrade the RRFB crossing to a PHB system at South/King as soon as possible. Two recent grant applications were submitted to help fund this upgrade—one through the Caltrans Active Transportation Program and a separate application through the SLOCOG Local Betterments Grant program. If successful with either of these funding pursuits, staff would immediately begin the design process to upgrade the South/King crossing to a PHB, although construction would likely be at least 18 months out. Similarly, a PHB may be an appropriate upgrade at the Johnson/Sydney intersection in the future if warrants are met and funding allows.

Question 3: How did you conduct public outreach about the different stages of the Johnson/Sydney designs?
Extensive public outreach was conducted at several stages of the design. For the initial design proposal, a project specific website was created and postcard mailers were sent to 95 addresses within proximity of the Johnson/Sydney intersection. An email list was created with interested parties who reached out about the project. As a result of this outreach, staff received concerns about the proposed elimination of the left-hand turn lane on Johnson Ave and began to explore an alternative design to preserve the left-hand turn movement while also improving the pedestrian crossing of the street.

This alternative design included a road diet only at the intersection and was presented to the Active Transportation Committee (ATC) on March 17, 2022 for input. This meeting was advertised in four social media posts, the email list, poster boards placed at the crosswalk and in the neighborhood, as well as postcard mailer sent to 95 addresses. At the meeting, the ATC expressed concerns about diverting drivers’ attention away from the crosswalk if drivers were required to merge into a single lane too close to the Johnson/Sydney intersection. As a result, the ATC made a recommendation to proceed with a wider corridor road diet on Johnson Avenue from Bishop St to Laurel Lane as soon as possible.

Following input from the ATC, staff studied and developed an alternative design to accommodate a road diet on Johnson Ave between Bishop St and Laurel Lane, which is part of the current request to advertise for construction. For the City Council meeting, staff updated the project website, sent out an email project update to interested community members, and sent postcard mailers to 359 addresses along the entire Johnson Ave corridor between Bishop Street and Laurel Lane. The expanded post card outreach is reflective of the extended project limits whereas the initial design proposal primarily impacted addresses within closer proximity to Johnson/Sydney.

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Item 6i – Staff Agenda Correspondence Page 4
Question 4: When and why did the crossing guard service disappear at the Johnson/Sydney Crossing? Did the City contribute?
The crossing guard program is run by the San Luis Coastal Unified School District and this is not a service provided by the City of San Luis Obispo. Prior to COVID, a crossing guard was staffed at the Johnson/Sydney crossing during school start/end times; however, the School District found it difficult to maintain staffing at this location due to concerns from crossing guards about safety at this location. Staff has received requests from previous crossing guards for additional safety improvements at this school crossing as well as concerns about crossing challenges during periods when the crossing guard was not present, which is another reason why this location was prioritized for enhancements as part of the 2022 Pedestrian Crossing Improvements project. At this time, the School District has not been staffing this location with a crossing guard and has been asking families to use alternate routes walking to school until further safety improvements are installed at this location.

Question 5: How will emergency vehicles pass through the corridor? While the proposed road diet reduces the number of travel lanes in each direction on Johnson between Bishop Street and Laurel Lane, the project does not reduce the available roadway clear width for emergency response and is not anticipated to increase delays for first responders during emergency events. The proposed project (a) adds a continuous center left-turn lane, which can be utilized by emergency vehicles to bypass other traffic, and (b) allocates additional width for on-street parking and wide buffered bike lanes, which provide space for vehicles to pull over to allow emergency vehicles to pass through unimpeded in the through traffic lanes.

As part of the road diet pilot project, staff will be monitoring changes in traffic patterns, congestion, and emergency response in coordination with the San Luis Obispo Police and Fire Departments to help guide any permanent improvements to be installed as part of the 2023 Paving Project.

Additional considerations from Staff at Johnson Ave / Sydney St:

One of City Staff’s primary motivators
to pursue a road diet on Johnson Ave
between Bishop St and Laurel Ln is
the possibility of “multiple threat
collisions” at the Johnson/Sydney
intersection. A multiple threat collision
occurs primarily on multi-lane
roadways, when a vehicle stops at a
crosswalk, but creates a blind spot for
other vehicles traveling in the same
direction. As illustrated, if Car B
decided not to stop, they would not
see the pedestrian in the crosswalk
until it is too late.

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Item 6i – Staff Agenda Correspondence Page 5
In addition to all the benefits of implementing a standalone three-lane road diet (reduced speeds, reduced collision severity, lower collision rates, increased bicycle lane separation, improved driveway access), implementing a road diet at this location will nearly eliminate the possibility of a multiple threat collision happening at the Johnson/Sydney crosswalk.

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Item 6i
Department: Public Works
Cost Center: 5010
For Agenda of: 7/19/2022
Placement: Consent
Estimated Time: N/A
FROM: Matt Horn, Public Works Director
Prepared By: Justin Wong, Transportation Planner/Engineer I SUBJECT: AUTHORIZATION TO ADVERTISE 2022 PEDESTRIAN CROSSING IMPROVEMENTS PROJECT, SPECIFICATION NO. 1000069

RECOMMENDATION

1. Approve the project plans and specifications for the 2022 Pedestrian Crossing Improvements Project, Specification Number 1000069; and

2. Authorize staff to advertise for bids; and

3. Authorize the City Manager to award the Construction Contract pursuant to Section

3.24.190 of the Municipal Code for the bid total, if the lowest responsible bid is within the publicly disclosed funding amount of $776,250; and

4. Authorize the City Engineer to approve Contract Change Orders up to the available project budget.

POLICY CONTEXT
The 2022 Pedestrian Crossing Improvements Project directly supports several key City plans, policies and goals. The project will construct pedestrian/bicycle crossing and access enhancements at five key locations, which are identified as priority improvement recommendations in the City’s 2021 Active Transportation Plan. The types of improvements included in this project, such as Rectangular Rapid Flashing Beacon (RRFB) systems, high-visibility crosswalks, and green bike lane markings, are bestpractice strategies that have been proven to reduce potential for injury and fatal collisions, supporting the City’s Traffic Safety Program and Vision Zero goal to eliminate fatal collisions citywide by 2030. These improvements also support the General Plan mode share targets, the City’s Climate Action Plan for Community Recovery, and the current Sustainable Transportation and Climate Action Major City Goal. The proposed procurement process for construction of this project is consistent with the City’s current Purchasing Policy.

REPORT-IN-BRIEF
In 2021 the Council adopted the City’s Active Transportation Plan (ATP), a blueprint guiding policies, programs and infrastructure investments needed to improve walking and bicycling in San Luis Obispo, which identifies a list of recommended active transportation improvement projects.

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Priority is given to projects with the greatest potential to improve safety and increase mode share for walking and bicycling. With the 2019-21 Financial Plan, Transportation staff assembled a list and began planning and design for pedestrian and bicycle crossing improvements at eight locations based on recommendations of the ATP, input from the community and the Active Transportation Committee. Consistent with the adopted CIP budget, and previous policy direction, staff is requesting that Council approve the project plans and specifications and authorize advertisement of the following projects for construction.

1. Johnson Avenue/Sydney Street – RRFB Crossing & 4-to-3 Lane Pilot Road Diet

2. South Street/King Street – RRFB Crossing

3. Islay Street/Broad Street – RRFB Crossing

4. Islay Street/Osos Street – RRFB Crossing

5. King Court Cul-De-Sac Bike Ramp Access to Meadow Park Pathways

DISCUSSION
Background
In 2021, the City adopted its first Active Transportation Plan (ATP), a blueprint guiding policies, programs and infrastructure investments needed to improve access and safety for people walking and bicycling in San Luis Obispo. The ATP identifies a list of recommended active transportation improvement projects, with priority given to projects with the greatest potential to improve safety and increase mode share for walking and bicycling. Based on the project list established in the ATP, input from the public and the City’s Active Transportation Committee, the following locations were prioritized for pedestrian/bicycle crossing and access improvements as part of this project:

1. Johnson Avenue/Sydney Street

2. South Street/King Street

3. Islay Street/Broad Street

4. Islay Street/Osos Street

5. King Court Cul-De-Sac Access to Meadow Park Pathways

6. Tank Farm Road/Poinsettia Street*

7. Ramona Drive/Foothill Shopping Center*

8. Monterey Street/Buena Vista Avenue*
Locations listed above with an asterisk (*) required no complex engineering design, sidewalk/curb ramp work or roadway striping modifications; thus, improvements at these locations have already been installed by City crews and are deemed substantially complete. The remaining improvement locations, without an asterisk, required more substantive physical improvements and design work. With this report, staff is requesting authorization to advertise these improvements for construction, with final plans provided for reference as Attachment A and project specifications provided as Attachment B.

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Rectangular Rapid Flashing Beacons
With exception of the King Court Cul-de-Sac (install bike ramp), the improvements proposed for each of the locations listed above feature installation of a Rectangular Rapid Flashing Beacon (RRFB) system. RRFBs are push-button flashing warning devices that emit a vibrant amber flashing pattern to warn drivers that someone is entering the crosswalk. RRFBs have been used successfully at several existing crossings in the city (e.g. Marsh/Garden, Broad/Buchon, Marsh/Toro), are cost-effective at less than 1/10th the cost of a traffic signal or pedestrian hybrid beacon system, and offer significant safety benefits, with an average reduction in pedestrian collision rates of 47% according to the Federal Highway Administration. A project vicinity map is provided in Figure 1, while design details for each crossing improvement location are described further below.

Figure 1: Project Vicinity Map

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Figure 2: Example RRFB Install on Morro Street
Project Details

1. Johnson Avenue/Sydney Street Crossing
The initial design proposal for the Johnson/Sydney crossing included elimination of the existing northbound left-turn lane to provide width for a large median refuge to allow pedestrians to cross this four-lane road in two stages. However, staff received comments from nearby residents expressing concern for elimination of this left-turn movement and worry that this change would induce cut-through traffic and speeding along parallel routes. For this reason, staff revised the designs to retain the existing left-turn access. Further, the final design strategy now includes a phased approach to improve safety and access not only at the Johnson/Sydney school crossing, but along a larger segment of Johnson Avenue in the vicinity of this intersection, where City Transportation Engineering and Traffic Enforcement staff receive ongoing complaints from residents about illegal speeding, unsafe driving, and safety concerns for bicyclists and pedestrians. The phased approach to these improvements is summarized as follows:

Design Details: Phase 1 (2022)
a. A pilot “road diet” on the existing four-lane segment of Johnson Avenue between Bishop Street and Laurel Lane. Proposed street layout would mirror existing striping on Johnson south of Laurel Lane, resulting in one auto lane in each direction, a continuous center turn lane, on-street parking on both sides, wide buffered bike lanes, and additional width for a center median refuge at Johnson/Sydney intersection.
b. ADA curb ramp upgrades at Johnson/Sydney intersection c. Refresh hi-visibility ladder-style crosswalk and add advance yield pavement markings

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d. Green bike lane markings crossing intersections
e. Advance pedestrian crossing warning signage
f. Remove existing “passive” school beacon system and replace with solar-powered RRFB beacon system, with one beacon on each corner and one placed within the center median for added visibility. Beacon push buttons located for pedestrians at curb ramps and curbside on Sydney Street approaches for cyclists g. Temporary center median refuge using “quick-build” materials during pilot road diet (rubber curbs, flex posts, etc.)
Additional Context:

1. This crossing improves connectivity to Sinsheimer Elementary School and Sinsheimer Park, Johnson Park, the YMCA, and improves access to the Railroad Safety Trail and the future Flora-Fixilini Neighborhood Greenway.

2. Pilot road diet on Johnson Avenue would include temporary striping installed in paint and monitored over the next year to identify any refinements needed to improve operations and safety along this street segment before permanent striping is installed as part of the planned 2023 Paving Project (see Phase 2 below).

3. Current and projected future traffic volumes along Johnson Avenue between Bishop Street and Laurel Lane remain within the thresholds that can operate acceptably with a three-lane road diet configuration (see Table 1 below).

4. Four-lane to three-lane road diets are a proven safety countermeasure to reduce illegal speeding and improve road safety for all users, with average reductions in collision rates from 19-47% according to the Federal Highway Administration.

Successful road diets have been deployed in recent years in the city along Laurel Lane, South Street, and segments of Pismo Street.

5. It should be noted that the Johnson/Sydney intersection does not currently meet minimum warrants for a Pedestrian Hybrid Beacon (PHB) or other control options suggested by some residents, such as all-way stop control or full signalization.

Table 1: Johnson Avenue Traffic Volume Thresholds
Roadway Segment
Average Daily Traffic Volume
(ADT)
Volume
Threshold for
3-Lane Road
Diet Existing1 3
Projected
20402
Johnson (Bishop to Laurel) 15,200 19,300 <18,000 (Ideal) 25,000 (Max)

1. Existing traffic data collected in 2018, adjusted to 2020 levels based on annual avg. growth rate.

2. 2040 traffic projections from SLO City Travel Demand Forecast Model and reflect buildout of SLO City General Plan.

3. Source: Federal Highway Administration’s Road Diet Informational Guide.

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Figure 3: Johnson Avenue Street Cross Sections
Details: Phase 2 (2023)
Johnson Avenue is included in the City’s planned roadway pavement maintenance project in summer of 2023. Based on results of this pilot road diet, review of updated traffic volume forecasts, and community input to be collected during outreach for paving project, the three-lane road diet would made permanent. Permanent features of Phase 2 include:
a. Installation of permanent striping and pavement markings b. Upgrading temporary median refuge at Johnson/Sydney to concrete median.

Details: Phase 3 (Beyond 2023)
Staff will continue to monitor traffic conditions along Johnson Avenue, including pedestrian crossing demand and driver behavior at Sydney/Johnson crossing. If future volumes increase to the levels where four auto lanes are required, if pedestrian volumes at this crossing increase significantly, or if driver yield rates do not improve with RRFB installation, staff will pursue funding options to upgrade RRFB crossing to a full PHB system (approximately $400,000).

Johnson (Bishop to Laurel)
(EXISTING)
Johnson (Bishop to Laurel)
(PROPOSED)

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2. South Street/King Street
Design Details:

1. Hi-visibility ladder-style crosswalk and advance yield pavement markings

2. Advance pedestrian and bicycle crossing warning signage

3. Green bike lane markings crossing intersection

4. Solar-powered RRFB beacon system, with one beacon on each corner and one placed within the center median for added visibility. Beacon push buttons located for pedestrians at curb ramps and curbside on King Street approaches for cyclists.

Additional Context:

1. This crossing improves connectivity to Hawthorne Elementary School and Meadow Park and addresses the most significant connectivity barrier along the King-Nipomo Neighborhood Greenway—crossing the high-traffic South Street corridor.

2. Kimberly Macias, an eight-year-old student, was tragically struck and killed crossing this intersection in 2005 on Halloween night prior to Caltrans installing a road diet and relinquishing control of South Street (Highway 227) to the City.

3. More than 30 pedestrians per hour currently attempt to cross the South/King intersection during peak periods, mostly students and families traveling to Hawthorne Elementary or Meadow Park.

4. City staff is actively pursuing grant funding opportunities through regional (SLOCOG Local Betterments) and state (Caltrans Active Transportation Program) programs for further upgrades at this intersection to convert the initial RRFB crossing system to a Pedestrian Hybrid Beacon (PHB), similar to the recent crossing upgrades at Foothill/Ferrini and Broad/Woodbridge. A PHB would cost an additional $400,000 to construct and would likely require another two years for design, PG&E coordination, delivery of signal equipment, and construction. 3 & 4. Islay Street/Broad Street & Islay Street/Osos Street Design Details:

1. Hi-visibility ladder-style crosswalk and advance yield pavement markings

2. Advance pedestrian and bicycle crossing warning signage

3. Green bike lane markings crossing intersection

4. Solar-powered RRFB beacon system, with one beacon on each corner. Beacon push buttons located for pedestrians at curb ramps and curbside on side street approaches for cyclists.

5. ADA curb ramp upgrades and reconstruction and drainage improvements Additional Context:

1. This crossing addresses the most significant connectivity barriers along the Islay Neighborhood Greenway, crossing the high-traffic Broad Street and Osos Street corridors.

2. Improves connectivity to King-Nipomo Neighborhood Greenway, Morro Street Neighborhood Greenway, and future Toro Street Greenway.

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5. King Court Cul-de-Sac Access to Meadow Park Bikeways Design Details:

1. Install bicycle access ramp at end of King Court cul-de-sac Additional Context:

1. Provides bicycle access from King-Nipomo Greenway to Meadow Park shareduse pathways, ultimately connecting with future Woodbridge-Corrida-Bridge Neighborhood Greenway. Currently, cyclists must either ride on sidewalk or dismount their bicycle and lift it up/down from sidewalk to access Meadow Park from King Court.

2. Staff is currently seeking grant funding opportunities for Woodbridge-CorridaBridge Neighborhood Greenway along with South/King PHB, which would increase benefits of this connectivity improvement.

Previous Council or Advisory Body Action
In 2020, the City Council approved plans for the 2020 Roadway Sealing Project, which included creation of the King-Nipomo and Islay Neighborhood Greenways. While not included in the 2020 paving project, the previous paving project planning identified future plans for bicycle/pedestrian crossing upgrades at South/King, Islay/Broad and Islay/Osos.

The City’s Active Transportation Committee (ATC) reviewed preliminary plans for this pedestrian crossing improvements project in 2021, and 90% complete plans for the project on March 17, 2022. Upon review of the 90% plans, the ATC approved a motion supporting the project as currently designed, with the following comments for staff to consider in completing the final plans:

1. Pursue implementation of the Johnson Avenue road diet between Bishop and Laurel as soon as possible, ideally as part of 2022 Pedestrian Crossing Improvements Project.

2. Request that staff pursue additional grant funding for construction of a PHB at the South/King intersection as soon as possible.

As discussed previously in this report, pursuant to the ATC’s recommendations, the Johnson Avenue road diet has been included in the final project plans as a pilot installation, while staff is actively pursuing grant funding for a future PHB installation at the South/King intersection.

Public Engagement
Numerous public engagement activities have been conducted for this project and are summarized as follows:

1. As part of the 2020 Roadway Sealing project, outreach on pedestrian and bicycle improvements for the King-Nipomo and Islay Neighborhood Greenways included an in-person workshop at Emerson Park, project review by the ATC, and final consideration and approval of the project at a City Council hearing.

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2. Significant outreach was conducted in developing the 2021 Active Transportation Plan, including numerous public workshops, informal “pop-up” meetings on weekends, online and direct-mail community surveys, a dozen ATC meetings, and ultimately a City Council hearing for adoption of the final plan. The Johnson/Sydney, Tank Farm Poinsettia and South/King intersections were some of the most frequently requested crossing improvement needs voiced by community members during this outreach.

3. Project-specific outreach included creation of a project website1, two ATC meetings, a community workshop on walking and biking safety at Meadow Park, focused outreach with Hawthorne Elementary School staff and PTA members, and three phases of post card notifications and neighborhood posters distributed within the vicinity of the Johnson/Sydney intersection.

The comments most frequently received from community members during outreach activities for this project were:

1. Support for any form of crossing improvements at Johnson/Sydney and South/King intersections and request for City to pursue further upgrades at these intersections, such as full signalization or installation of PHB crossings when funding allows.

2. Desire to retain existing circulation and left-turn access to/from Sydney Street.

3. Support for further improvements to reduce illegal speeding and improve safety for all road users along Johnson Avenue.

CONCURRENCE
This project has been reviewed and has concurrence from Public Works (Transportation Manager, Active Transportation Manager, City Engineer), City Attorney’s Office, and Finance Department. These improvements are also consistent with recommendations in the City’s latest Annual Traffic Safety Report, which is developed in coordination with the San Luis Obispo Police Department Traffic Enforcement Division.

ENVIRONMENTAL REVIEW
This project is categorically exempt from environmental review pursuant to section 15301 of the CEQA Guidelines (Existing Facilities) since it involves work within existing public streets, sidewalks, gutters and bicycle facilities, and involves construction of transportation facilities that support reductions in vehicle miles traveled (VMT).

Additionally, the project improvements are consistent with the Land Use and Circulation Element as well as the Active Transportation Plan, therefore consistent with the environmental review of those documents. A Notice of Exemption will be filed through the Community Development Department.

1 https://www.slocity.org/government/department-directory/public-works/programs-andservices/transportation-planning-and-engineering/johnson-sydney

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FISCAL IMPACT
Budgeted: Yes Budget Year: 2022-23
Funding Identified: Yes
Fiscal Analysis:

Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund $178,327 $133,327 $45,000 $
LRM $566,368 $566,368 $0
TIF 154,501 $79,055 $75,446
Total $899,196 $778,750 $120,446 $
Funding was initially programmed in the City’s 2019-21 Financial Plan to initiate development of improvements for the Tank Farm/Poinsettia and Johnson/Sydney crossing locations, with additional funding appropriations added in the 2021-23 Financial Plan and 2021-22 Mid-Year Budget Review to fully fund improvements at additional crossing locations.

Several of the proposed pedestrian/bicycle crossing locations were identified as recommended systematic safety improvements in the previous two publications of the City’s Annual Traffic Safety Report; thus, the project funding includes use of Traffic Safety Implementation account funds as well.

The table above shows the total project construction cost, contingency costs, and costs for materials testing and printing of plans and specifications. As also shown in the table above, there is adequate funding available to fund project construction from the current project accounts:

Pedestrian
Crosswalk
Beacon on
Ramona
(1000161)
Pedestrian
Imp.at
Monterey &
Buena Vista
(1000160)
Traffic Safety
Implementati
on (91295)
General
Fund
Local
Revenue
Measure
General Fund
Local
Revenue
Measure
General
Fund
Local
Revenue
Measure
General
Fund
Local
Revenue
Measure
Traffic
Impact
Fee
Local
Revenue
Measure
Local
Revenue
Measure
Traffic
Impact Fee
Construction Estimate $98,029 $259,077 $0 $55,000 $35,000 $19,234 $298 $43,252 $34,634 $114,152 $658,676 Contingencies (15%) $5,801 $67,352 $44,421 $117,574
Total Construction Est.$98,029 $259,077 $0 $55,000 $35,000 $19,234 $298 $43,252 $34,634 $119,953 $67,352 $44,421 $776,250 Materials Testing $2,000 $2,000
Printing & Advertising $500 $500
Total Project Est. $98,029 $259,077 $0 $55,000 $35,000 $19,234 $298 $43,252 $34,634 $119,953 $69,852 $44,421 $778,750 Available Project Balance $98,029 $259,077 $45,000 $55,000 $35,000 $19,234 $298 $43,252 $34,634 $119,953 $69,852 $119,867 $899,196 Remaining Balance $0 $0 $45,000 $0 $0 $0 $0 $0 $0 $0 $0 $75,446 $120,446 Pedestrian
Crossing
Improvements
(1000069) Project
Total
Costs

ESTIMATED PROJECT COST BY FUNDING SOURCES
2022 Pedestrian Crossing Improvements, Specification No. 1000069 Active Transportation Plan
Implementation
(100502-01)
Bicycle Facility Improvements
(90572)
Transportation
Safety & Operations
(1000073)

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i. Pedestrian Crossing Improvements (No. 1000069)
ii. Active Transportation Plan Implementation (No. 1000502) iii. Pedestrian Crosswalk Beacon on Ramona (No. 1000161) iv. Pedestrian Safety Improvements on Monterey at Buena Vista (No. 1000160) v. Bicycle Facility Improvements (No. 90572)
vi. Traffic Safety Implementation (No. 91295 & No. 1000073) As also shown in the table above, a balance of $120,446 is projected to remain beyond the funds needed to proceed with construction of the project. If construction bids come in above the authorized project budget, staff would return to the Council to request use of these funds or alternative funding sources to award the construction contract. Otherwise, these remaining funds would be used to fund future active transportation improvements, as prioritized based on ATC input, and future traffic safety improvements as guided by the latest edition of the City’s Traffic Safety/Vision Zero Report.

ALTERNATIVES
Deny authorization to advertise. The City Council may choose not to authorize project advertisement. Staff does not recommend this alternative, as this would delay highpriority projects intended to improve accessibility and safety for people walking and bicycling.

ATTACHMENTS
A – Project Plans (Spec. No. 1000069)
B – Project Specifications (Spec. No. 1000069)

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VERTICAL CONTROL BENCH MARK NO. 88 WITH AN ELEVATION OF 214.02' AS PUBLISHED IN THE CITY OF SAN LUIS OBISPO 2019 BENCH MARK SYSTEM. CITY'S BENCH MARK SYSTEM IS BASED ON THE NORTH AMERICAN VERTICAL DATUM OF NAVD88.DESCRIPTION: L&T AT THE B.C.R. AT THE S.E.C. OF BROAD & ISLAY bench mark:

THE COORDINATES AND BEARINGS SHOWN HEREON ARE BASED UPON THE CALIFORNIA COORDINATE SYSTEM OF 1983, CCS83, ZONE 5 0405, (1991.35) IN ACCORDANCE WITH THECALIFORNIA PUBLIC RESOURCES CODE SECTIONS 8801-8819; SAID COORDINATES AND BEARINGS

ARE BASED LOCALLY UPON FIELD-OBSERVED TIE TO THE FOLLOWING CITY OF SAN LUIS OBISPO HORIZONTAL CONTROL NETWORK POINT #8067:

TO OBTAIN GROUND DISTANCES AND GEODETIC NORTH, MULTIPLY GRID DISTANCES (DISTANCES SHOWN HEREON) BY 0.9999598 AND ROTATE GRID BEARINGS COUNTERCLOCKWISE BY • •• • •• • •• • • ••••••••••••• TO OBTAIN GEODETIC BEARINGS.
basis of coordinates and bearings:

THE BASIS OF BEARINGS FOR THIS SURVEY WAS TAKEN FROM BETWEEN FOUND CITY OF SAN LUIS OBISPO HORIZONTAL CONTROL NETWORK MONUMENTS #8067. BEARING • • •• • •• • •• • ••••••••••••• PER CITY OF SAN LUIS OBISPO HORIZONTAL CONTROL NETWORK (INVERSED OF ABOVE COORDINATES). basis of bearings:

TITLE SHEET

KING COURT - DEMOLITION PLANKING COURT - LAYOUTKING COURT - CONSTRUCTION DETAILSBROAD & ISLAY - DEMOLITION PLANBROAD & ISLAY - LAYOUTBROAD & ISLAY - CONSTRUCTION DETAILSKING & SOUTH - DEMOLITION PLANKING & SOUTH - LAYOUTKING & SOUTH - CONSTRUCTION DETAILS

JOHNSON & SYDNEY - DEMOLITION PLANJOHNSON & SYDNEY - LAYOUTJOHNSON (BISHOP TO LAUREL) - LAYOUTJOHNSON & SYDNEY - CONSTRUCTION DETAILS

BUENA VISTA & MONTEREY - LAYOUT

OSOS & ISLAY - LAYOUT

CITY OF SAN LUIS OBISPO

PROJECT PLANS FOR

CROSSING IMPROVEMENTS

PROJECT LOCATION MAP
1"=1000'
1 20

APPROVED BY
SPECIFICATION NO.

FILE NO./LOCATIONDATE
OF
SHEET
Reference Documents:

City Standard Specifications - August 2020 EditionCity Engineering Standards - August 2020 Edition index to plans
page description
san luis obispo county, california
Brian Nelson
City Engineer
11209747_T001
06/08/22
1 2
3 4
5 6
7-8
9 10
11 12
13 14-17
1819
20 1000069 (ALL SHEETS)
2022 PEDESTRIAN
202 INTERSECTION CROSSING

IMPROVEMENTS
T1
DM1
L1
C1
DM2
L2
C2-C3
DM3
L3
C4
DM4
L4
L5-L8
C5
L9
L10
sheet no.

1. IT SHALL BE THE RESPONSIBILITY OF THE CONTRACTOR OR PERMITTEE TO CONTACT "UNDERGROUND SERVICE ALERT OF NORTHERN CALIFORNIA" BY PHONE AT 8-1-1 FORTY-EIGHT (48) HOURS PRIOR TO START OF CONSTRUCTION FOR LOCATION OF POWER, TELEPHONE, OIL AND NATURAL GAS UNDERGROUND FACILITIES. CONTRACTOR OR PERMITTEE SHALL ALSO CONTACT THE APPROPRIATE AGENCY FOR THE LOCATION OF CABLE T.V., WATER, SEWER, DRAINAGE OR UNDERGROUND FACILITIES.

2. THE CONTRACTOR SHALL POSSESS A CLASS A LICENSE AT THE TIME OF BID OPENING.

3. ALL WORK SHALL BE PERFORMED IN CONFORMANCE WITH THESE PLANS, SPECIAL PROVISIONS PREPARED FOR THIS PROJECT, AND THE 2020 CITY OF SAN LUIS OBISPO STANDARD

SPECIFICATIONS AND ENGINEERING STANDARDS, IN CONJUNCTION WITH THE STATE OF

CALIFORNIA DEPARTMENT OF TRANSPORTATION STANDARD SPECIFICATIONS AND STANDARD PLANS, 2015 EDITION (UNREVISED).

4. ANY EXISTING UTILITIES AND IMPROVEMENTS THAT BECOME DAMAGED DURING CONSTRUCTION

SHALL BE COMPLETELY RESTORED TO THE SATISFACTION OF THE ENGINEER AT THE CONTRACTORS EXPENSE.

5. LOCATION OF ALL SIGNS,STRIPING AND BEACON SYSTEMS TO BE APPROVED BY THE ENGINEER PRIOR TO INSTALLATION.

6. EQUIPMENT SUBMITTAL FOR SIGNS AND RAPID RECTANGULAR FLASHING BEACON (RRFB)

SYSTEM EQUIPMENT SHALL BE APPROVED BY THE ENGINEER PRIOR TO EQUIPMENT PROCUREMENT AND INSTALLATION.

7. ALL STRIPING SHALL BE THERMOPLASTIC, UNLESS OTHERWISE NOTED.

8. ALL PEDESTRIAN WARNING SIGNS TO BE FLOURESCENT YELLOW/GREEN.9. CONTRACTOR IS RESPONSIBLE FOR COORDINATING WITH RRFB SYSTEM VENDOR

REPRESENTATIVE AS NEEDED TO INSTALL AND CONFIGURE RRFB SYSTEM TO IT'S INTENDED OPERATION.

10. NEW SIGN POST INSTALLATIONS IN CONCRETE SIDEWALK TO BE CORED, NOT CHIPPED. general notes:

PRELIMINARY, NOT

FOR CONSTRUCTION
100% SUBMITTAL

NORTHING
(FT) STATION EASTING (FT) ELEV. MAPPING ANGLE (GRID TO GEODETIC) COMBINATION FACTOR (GROUND TO GRID) 8067 2294924.569 5767088.026 0.9999598 976.03 65.385
ELLIP.HT.

CITY MONUMENT #88
KING COURTDM1L1
C1

BROAD & ISLAY
DM2
L2
C2-C3

OSOS & ISLAY
L6

JOHNSON & SYDNEY
DM4
L4
C5-C6
BUENA VISTA & MONTEREYL5
KING & SOUTHDM3L3
C4

DDDDDDDDD

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2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION N:\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_DM001.dwg 6/8/2022 4:45:51 PM XXXX PRELIMINARY, NOT 11209747_DM001.dwg FOR CONSTRUCTION 100% SUBMITTAL 2 1" = 5'

DEMOLITION PLAN - KING COURT
ECSECS
DM1
JH
JDW
0 1 inch = ft.
55 5
N

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2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION N:\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_L001.dwg 6/8/2022 4:51:37 PM XXXX PRELIMINARY, NOT 11209747_L001.dwg FOR CONSTRUCTION 100% SUBMITTAL 3 1" = 5'

LAYOUT - KING COURT
ECSECS
L1
JH
JDW
0 1 inch = ft.
55 5
N

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5.5'

2.0'

2.0'
4 1" = 5'

CONSTRUCTION DETAILS - KING COURT
ECSECS
C1
JH
JDW
2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION N:\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_C001.dwg 6/8/2022 5:02:03 PM XXXX PRELIMINARY, NOT 11209747_C001.dwg FOR CONSTRUCTION 100% SUBMITTAL 0 1 inch = ft. 55 5

DETAIL A
N

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CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION \\ghdnet\ghd\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_DM002.dwg 6/8/2022 9:13:17 PM XXXX PRELIMINARY, NOT 11209747_DM002.dwg FOR CONSTRUCTION 100% SUBMITTAL 5 1" = 10'

DEMOLITION PLAN - BROAD STREET & ISLAY STREET
JMJM
DM2
JH
JDW
0 1 inch = ft.
10 10
10 N

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2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION \\ghdnet\ghd\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_L002.dwg 6/8/2022 9:23:48 PM XXXX PRELIMINARY, NOT 11209747_L002.dwg FOR CONSTRUCTION 100% SUBMITTAL 61" = 10'

LAYOUT - BROAD STREET & ISLAY STREET
JMJM
L2
JH
JDW
0 1 inch = ft.
10 10
10 N

WHITE SERIES OF ISOSCELES TRIANGLES

TRAVEL LANE
YIELD LINE DETAIL, CALTRANS STD A24ENOT TO SCALE A

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R10'
R10' R15'

4.17'

6.4'

5.71'

5.76'

5.47'

5.5'

5.14'
R15'

4.14' 4.71'

4.71'
R10'

4.14'

6.33'

4.17'

9.55'

9.68'

5.24'

5.24'
R10' KEY MAP
7 See Specific Ramp

CONSTRUCTION DETAILS - BROAD STREET & ISLAY STREET
ECS
JM
C2
JH
JDW
2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION \\ghdnet\ghd\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_C002.dwg 6/8/2022 9:34:59 PM XXXX PRELIMINARY, NOT 11209747_C002.dwg FOR CONSTRUCTION 100% SUBMITTAL CURB RAMP 1 CURB RAMP 2 CURB RAMP 3 0
1 inch = ft.
55 5
0 1 inch = ft.
33 3 0
1 inch = ft.
33 3

Page 381 of 783 ends

R10' R10'

4.14'

6.33'
8 1" = 5'

CONSTRUCTION DETAILS - BROAD STREET & ISLAY STREET
ECS
JM
C3
JH
JDW
2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION \\ghdnet\ghd\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_C002.dwg 6/8/2022 9:37:15 PM XXXX PRELIMINARY, NOT 11209747_C002.dwg FOR CONSTRUCTION 100% SUBMITTAL 0 1 inch = ft. 55 5 N

CROSS GUTTER

5.24'

4.14'

4.71'

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2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION \\ghdnet\ghd\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_DM003.dwg 6/8/2022 9:42:03 PM XXXX PRELIMINARY, NOT 11209747_DM003.dwg FOR CONSTRUCTION 100% SUBMITTAL 9 1" = 10'

DEMOLITION PLAN - KING STREET & SOUTH STREET
JMJM
DM3
JH
JDW
0 1 inch = ft.
10 10
10 N

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2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION N:\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_L003.dwg 6/8/2022 4:14:33 PM XXXX PRELIMINARY, NOT 11209747_L003.dwg FOR CONSTRUCTION 100% SUBMITTAL 101" = 10'

LAYOUT - KING STREET & SOUTH STREET
JMJM
L3
JH
JDW
0 1 inch = ft.
10 10
10 N

WHITE SERIES OF ISOSCELES TRIANGLES

TRAVEL LANE
YIELD LINE DETAIL, CALTRANS STD A24ENOT TO SCALE A

Page 384 of 783 ends

11 1" = 10'

CONSTRUCTION DETAILS - KING STREET & SOUTH STREET
JMJM
C4
JH
JDW
2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION \\ghdnet\ghd\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_C003.dwg 6/8/2022 9:51:20 PM XXXX PRELIMINARY, NOT 11209747_C003.dwg FOR CONSTRUCTION 100% SUBMITTAL 0 1 inch = ft. 10 10 10 N

Page 385 of 783 ends

2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION \\ghdnet\ghd\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_DM004.dwg 6/8/2022 9:58:30 PM XXXX PRELIMINARY, NOT 11209747_DM004.dwg FOR CONSTRUCTION 100% SUBMITTAL 121" = 10'

DEMOLITION PLAN - JOHNSON AVENUE & SYDNEY STREET
ECSECS
DM4
JH
JDW
0 1 inch = ft.
10 10
10 N

Page 386 of 783 ends

12+00 13+00
2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION \\ghdnet\ghd\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_L004.dwg 6/8/2022 11:02:38 PM XXXX PRELIMINARY, NOT 11209747_L004.dwg FOR CONSTRUCTION 100% SUBMITTAL 131" = 10'

LAYOUT - JOHNSON AVENUE & SYDNEY STREET
ECSECS
L4
JH
JDW
0 1 inch = ft.
10 10
10 N

WHITE SERIES OF ISOSCELES TRIANGLES

TRAVEL LANE
YIELD LINE DETAIL, CALTRANS STD A24ENOT TO SCALE A

Page 387 of 783 ends

0+00 1+00 2+00 3+00 4+00 5+00
6+00 7+00 8+00 9+00
BEGIN PROJECT - 1+29.15
MATCHLINE - 5+46.50 SEE BELOW
14 1" = 20'

LAYOUT - JOHNSON AVENUE (BISHOP ST TO LAUREL LN)
JRJR
L5
JH
JDW
0 1 inch = ft.
20 20
20 N
2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION \\ghdnet\ghd\US\San Luis Obispo\Projects\561\12571404\Digital_Design\2020 ACAD\Civil 3D\12571404_L005.dwg 6/8/2022 3:24:09 PM XXXX PRELIMINARY, NOT 12571404_L005.dwg FOR CONSTRUCTION 100% SUBMITTAL MATCHLINE - 5+46.50 SEE ABOVE
MATCHLINE - 8+55.70 SEE SHEET L6 ABOVE

Page 388 of 783 ends

9+00 10+00 11+00 12+00 13+00 14+00
00 15+00 15+80
MATCHLINE - 8+55.70 SEE SHEET L5 BELOW
MATCHLINE - 14+10.70 SEE BELOW LEFT
15 1" = 20'

LAYOUT - JOHNSON AVENUE (BISHOP ST TO LAUREL LN)
JRJR
L6
JH
JDW
MATCHLINE - 14+10.70 SEE ABOVE RIGHT
0 1 inch = ft.
20 20
20 N
0 1 inch = ft.
20 20
20 N
2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION \\ghdnet\ghd\US\San Luis Obispo\Projects\561\12571404\Digital_Design\2020 ACAD\Civil 3D\12571404_L005.dwg 6/8/2022 3:28:23 PM XXXX PRELIMINARY, NOT 12571404_L005.dwg FOR CONSTRUCTION 100% SUBMITTAL MATCHLINE - 15+80.00 SEE SHEET L7 ABOVE

TRAVEL LANE

BIKE LANE
6" WHITE Typ.

WIDTH PER PLAN

WHITE SERIES OF ISOSCELES TRIANGLES

TRAVEL LANE
45 DEGREES, 20 O.C.

BIKE BUFFER DETAILNOT TO SCALE B
YIELD LINE DETAIL, CALTRANS STD A24ENOT TO SCALE A

Page 389 of 783 ends

15+80
2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION \\ghdnet\ghd\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_L009.dwg 6/8/2022 10:38:11 PM XXXX PRELIMINARY, NOT 11209747_L009.dwg FOR CONSTRUCTION 100% SUBMITTAL MATCHLINE - 15+80 SEE SHEET 2 BELOW
16 1" = 20'

LAYOUT - JOHNSON AVENUE (BISHOP ST TO LAUREL LN)
JRJR
L7
JH
JDW
MATCHLINE - 20+63.60 SEE BELOW LEFT
MATCHLINE - 20+63.60 SEE ABOVE RIGHT
MATCHLINE - 25+34.65 SEE SHEET 4 ABOVE
0 1 inch = ft.
20 20
20 N
0 1 inch = ft.
20 20
20 N

BIKE BUFFER DETAILNOT TO SCALE

TRAVEL LANE

BIKE LANE
A

WIDTH PER PLAN
45 DEGREES, 20 O.C. 6" WHITE Typ.

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2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION \\ghdnet\ghd\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_L009.dwg 6/8/2022 10:41:07 PM XXXX PRELIMINARY, NOT 11209747_L009.dwg FOR CONSTRUCTION 100% SUBMITTAL MATCHLINE - 30+27.80 SEE BELOW LEFT
MATCHLINE - 30+27.80 SEE ABOVE RIGHT
17 1" = 20'

LAYOUT - JOHNSON AVENUE (BISHOP ST TO LAUREL LN)
JRJR
L8
JH
JDW
MATCHLINE - 25+34.65 SEE SHEET 3 BELOW

PROJECT LIMITS - END
0 1 inch = ft.
20 20
20 N
0 1 inch = ft.
20 20
20 N

TRAVEL LANE

BIKE LANE

WIDTH PER PLAN
45 DEGREES, 20 O.C. 6" WHITE Typ.

BIKE BUFFER DETAILNOT TO SCALE A

Page 391 of 783 ends

18 1" = 5'

CONSTRUCTION DETAILS - JOHNSON AVENUE & SYDNEY STREET
ECSECS
C5
JH
JDW
2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION \\ghdnet\ghd\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_C004.dwg 6/8/2022 10:03:55 PM XXXX PRELIMINARY, NOT 11209747_C004.dwg FOR CONSTRUCTION 100% SUBMITTAL 0 1 inch = ft. 55 5

KEY MAP
CURB RAMP 2
CURB RAMP 1

Page 392 of 783 ends

65.0'

50.0'

20.0'
2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION \\ghdnet\ghd\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_L005.dwg 6/8/2022 10:15:12 PM XXXX PRELIMINARY, NOT 11209747_L005.dwg FOR CONSTRUCTION 100% SUBMITTAL

1. UNLESS OTHERWISE NOTED, ALL STRIPING TO BE DONE IN WHITE THERMOPLASTIC PER CITY SPECIFICATIONS AND ENGINEERING STANDARDS.

2. ALL SIGNS AND POSTS TO BE INSTALLED PER CITY ENGINEERING STANDARD 7210.

3. ALL SIGN LOCATIONS TO BE APPROVED BY CITY ENGINEER PRIOR TO INSTALLATION. 19 1" = 10'

LAYOUT - MONTEREY ST AND BUENA VISTA AVE
JMJM
L9
JH
JDW
0 1 inch = ft.
10 10
10 N

WHITE SERIES OF ISOSCELES TRIANGLES

TRAVEL LANE
YIELD LINE DETAIL, CALTRANS STD A24ENOT TO SCALE A

Page 393 of 783 ends

30.0'

50.0'
2022 PEDESTRIAN CROSSING IMPROVEMENTS
CITY SPECIFICATION NO.
06/08/2022
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
20 DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION \\ghdnet\ghd\US\San Luis Obispo\Projects\561\11209747\Digital_Design\11209747_L006.dwg 6/8/2022 10:20:18 PM XXXX PRELIMINARY, NOT 11209747_L006.dwg FOR CONSTRUCTION 100% SUBMITTAL 201" = 10'

LAYOUT - OSOS ST AND ISLAY ST
JMJM
L10
JH
JDW
0 1 inch = ft.
10 10
10 N

WHITE SERIES OF ISOSCELES TRIANGLES

TRAVEL LANE
YIELD LINE DETAIL, CALTRANS STD A24ENOT TO SCALE A

Page 394 of 783 ends

SPECIAL PROVISIONS
FOR

CITY OF SAN LUIS OBISPO
2022 Pedestrian Crossing Improvements
Specification No. 1000069
July 2022

PUBLIC WORKS DEPARTMENT

ENGINEERING DIVISION
919 Palm Street
San Luis Obispo, CA 93401
(805) 781-7200

Page 395 of 783 ends

2022 Pedestrian Crossing Improvements
Specification No. 1000069
Approval Date: July 19, 2022
<<Engineer of Record Stamp>>
<<Signature Date>>
<<Signature Date>>

Page 396 of 783 ends

TABLE OF CONTENTS
NOTICE TO BIDDERS ..................................................................................................... I BID SUBMISSION ...................................................................................................................................... I BID DOCUMENTS .................................................................................................................................... II PROJECT INFORMATION........................................................................................................................ II QUALIFICATIONS .................................................................................................................................... III AWARD .................................................................................................................................................... IV ACCOMMODATION .................................................................................................................................. V BID FORMS .................................................................................................................... A BID ITEM LIST FOR 2022 PEDESTRIAN CROSSING IMPROVEMENTS, SPECIFICATION NO. 1000069 ..................................................................................................................................................... A LIST OF SUBCONTRACTORS ................................................................................................................ D PUBLIC CONTRACT CODE SECTION 10285.1 STATEMENT ............................................................... E PUBLIC CONTRACT CODE SECTION 10162 QUESTIONNAIRE .......................................................... E PUBLIC CONTRACT CODE SECTION 10232 STATEMENT .................................................................. E LABOR CODE SECTION 1725.5 STATEMENTS .................................................................................... E NON-COLLUSION DECLARATION ......................................................................................................... G BIDDER ACKNOWLEDGEMENTS .......................................................................................................... H QUALIFICATIONS ...................................................................................................................................... I ATTACH BIDDER'S BOND TO ACCOMPANY BID .................................................................................. J SPECIAL PROVISIONS .................................................................................................. 1 DIVISION I GENERAL PROVISIONS ....................................................................................................... 1 1 GENERAL ........................................................................................................................................... 1 2 BIDDING ............................................................................................................................................. 1 4 SCOPE OF WORK ............................................................................................................................. 1 6 CONTROL OF MATERIALS ............................................................................................................... 2 7 LEGAL RELATIONS AND RESPONSIBILITY TO THE PUBLIC ....................................................... 2 8 PROSECUTION AND PROGRESS ................................................................................................... 2 DIVISION VIII MISCELLANEOUS CONSTRUCTION .............................................................................. 3 73 CONCRETE CURBS AND SIDEWALKS ......................................................................................... 3 ADD TO SECTION 73-1.03 CONSTRUCTION: ....................................................................................... 3 ADD TO SECTION 73-1.04 PAYMENT .................................................................................................... 4 DIVISION IX TRAFFIC CONTROL DEVICES........................................................................................... 5 84 MARKINGS ....................................................................................................................................... 5 86-1.08 PAYMENT .................................................................................................................................... 5 DIVISION X ELECTRICAL WORK ............................................................................................................ 5 ADD TO SECTION 84-1.04 PAYMENT .................................................................................................... 5 90 CONCRETE ...................................................................................................................................... 5

Page 397 of 783 ends

DIVISION XIII APPENDICES .................................................................................................................... 6 APPENDIX A - FORM OF AGREEMENT .................................................................... A-1

Page 398 of 783 ends

NOTICE TO BIDDERS
i

NOTICE TO BIDDERS
Bid Submission
Sealed bids will be received by the City of San Luis Obispo at the Public Works Administration Office located at 919 Palm Street, San Luis Obispo, California 93401, until 2:00 p.m. on August 18, 2022
at which time they will be publicly opened and read aloud. Submit bid in a sealed envelope plainly marked:
2022 Pedestrian Crossing Improvements, Specification No. 1000069 Any bid received after the time and date specified will not be considered and will be returned to the bidder unopened. Bids received by Fax or Email will not be considered.

By submission of bid you agree to comply with all instruction and requirements in this notice and the contract documents.

All bids must be submitted on the Bid Item List form(s) provided and submitted with all other Bid Forms included in these Special Provisions.

Each bid must be accompanied by either a:

1. certified check

2. cashier's check

3. bidder's bond
made payable to the City of San Luis Obispo for an amount equal to ten percent of the bid amount as a guaranty. Guaranty will be forfeited to the City San Luis Obispo if the bidder, to whom the contract is awarded, fails to enter into the contract.

The City of San Luis Obispo reserves the right to accept or reject any or all bids or waive any informality in a bid.

All bids are to be compared based on the City Engineer's estimate of the quantities of work to be done, as shown on the Bid Item List.

Bids will only be accepted from bidders that are licensed in compliance with the provisions of Chapter 9, Division III of Business and Professions Code.

The award of the contract, if awarded, will be to the lowest responsive bid submitted by a responsible contractor whose bid complies with the requirements prescribed. If the contract is awarded, the contract will be awarded within 60 calendar days after the opening of the bids.

Failure to raise defects in the notice to bidders or bid forms prior to bid opening constitute a waiver of those defects.

Page 399 of 783 ends

NOTICE TO BIDDERS

NOTICE TO BIDDERS
ii
Bid Documents
A copy of the plans and special provisions may be downloaded, free of charge, from the City’s website at:
www.slocity.org/government/department-directory/public-works/public-works-bidsproposals A printed copy may be obtained at the office of the City Engineer by paying a nonrefundable fee of:

1. $15.00 if picked up in person, or

2. $25.00 if by mailing to the office of the City Engineer Request must include Specification Number. The office of the City Engineer is located at:
919 Palm Street
San Luis Obispo, CA 93401
Standard Specifications and Engineering Standards referenced in the Special Provisions may be downloaded, free of charge, from the City’s website at:
www.slocity.org/government/department-directory/public-works/documentsonline/construction-documents A printed copy may be obtained by paying a non-refundable fee of:

3. $30.00 if picked up in person, or

4. $40.00 if by mailing to the office of the City Engineer You are responsible to obtain all issued addenda prior to bid opening. Addenda will be available to download at the City’s website listed above or at the office of the City Engineer.

Contact the project manager, Justin Wong at (805) 7814-7042 or the Public Works Department at (805) 781-7200 prior to bid opening to verify the number of addenda issued.

You are responsible to verify your contact information is correct on the plan holders list located on the City’s website at:
www.slocity.org/government/department-directory/public-works/public-works-bidsproposals.

Project Information
In general, the project includes construction of Rapid Rectangular Flashing Beacon (RRFB) systems at multiple intersections throughout San Luis Obispo, as well as related signing, striping and ADA curb ramp upgrades.

Page 400 of 783 ends

NOTICE TO BIDDERS

NOTICE TO BIDDERS
iii
The project estimated construction cost is $675,000
Contract time is established as 35 working days. Contract start time shall commence 20 working days prior to confirmed delivery date for the Rapid Rectangular Flashing Beacon system equipment specified in Section 8-1.01A, Item 4.

The fixed liquidated damages amount is established at $500 per day for failure to complete the work within the contract time.

In compliance with section 1773 of the Labor Code, the State of California Department of Industrial Relations has established prevailing hourly wage rates for each type of workman. Current wage rates may be obtained from the Division of Labor at:
https://www.dir.ca.gov/oprl/DPreWageDetermination.htm
This project is subject to compliance monitoring and enforcement by the Department of Industrial Relations.

Qualifications
You must possess a valid Class “A” Contractor's License at the time of the bid opening.

You and any subcontractors required to pay prevailing wage must be registered with the Department of Industrial Relations pursuant to Section 1725.5 of the Labor Code.

You must have experience constructing projects similar to the work specified for this project. Provide three similar reference projects completed as either the prime or subcontractor. All referenced projects must have been completed within the last five years from this project’s bid opening date.

One of the three reference projects must have been completed under contract with a city, county, state or federal government agency as the prime contractor.

One of the referenced projects must be for installation of a flashing beacon system.

Failure to provide reference projects as specified in this section and as required on the qualification form is cause to reject a bid as being non-responsive.

The City reserves the right to reject any bid based on non-responsiveness if a bidder fails to provide a bid that complies with all bidding instructions.

The City reserves the right to reject a responsive bid based on the non-responsibility of the bidder if the Director of Public Works or Designee finds, after providing notice and a hearing to the bidder, that the bidder lacks the

1. knowledge

Page 401 of 783 ends

NOTICE TO BIDDERS

NOTICE TO BIDDERS
iv

2. experience,

3. or is otherwise not responsible
as defined in Section 3.24 of the San Luis Obispo Municipal Code to complete the project in the best interest of the City.

Rejected bidders may appeal this determination. Appeal must comply with the requirements in this Notice to Bidders.

It is the City of San Luis Obispo’s intent to award the contract to the lowest responsive bid submitted by a responsible bidder. If in the bidder’s opinion the contract has been or may be improperly awarded, the bidder may protest the contract award.

Protests must be filed no later than five working days after either:

1. bid opening date

2. notification of rejected bid.

Protest must be in writing and received by the project manager located at:
919 Palm Street
San Luis Obispo, CA 93401.

Valid protests must contain the following information:

1. the reasons for the protest

2. any supporting documentation

3. the ruling expected by the City to remedy the protest.

Any protest not containing all required information will be deemed invalid and rejected.

The City will consider additional documentation or other supporting information regarding the protest if submitted in compliance to the specified time limits. Anything submitted after the specified time limit will be rejected and not be considered.

The Director of Public Works or Designee may request additional information to be submitted within three days of the request, unless otherwise specified, and will notify the protester of ruling within ten days of determination.

If the protester is not satisfied with ruling, the protester may appeal the ruling to the City Council in compliance with Chapter 1.20 of the City of San Luis Obispo Municipal Code.

Pursuant to the Public Records Act (Government Code, § 6250, et seq.), the City will make public records available upon request.

Award
The lowest bidder will be determined using the BID TOTAL.

As a condition to executing a contract with the City, two bonds each equal to one hundred percent of the total contract price are required in compliance with Section 3-1.05 of the Standard Specifications.

Page 402 of 783 ends

NOTICE TO BIDDERS

NOTICE TO BIDDERS
v
You may substitute securities for moneys withheld under the contract in compliance with the provisions of the Public Contract Code, Section 10263.

Accommodation
If any accommodations are needed to participate in the bid process, please contact Argelia Chang at (805) 781-7200 or by Telecommunications Device for the Deaf at (805) 781-7107. Requests should be made as early as possible in the bidding process to allow time for accommodation.

Page 403 of 783 ends

BID FORMS
A

BID FORMS
All bid forms must be completed and submitted with your bid. Failure to submit these forms and required bid bond is cause to reject the bid as nonresponsive. Staple all bid forms together.

THE UNDERSIGNED, agrees that they have carefully examined:

1. the location of the proposed work

2. the plans and specifications

3. read the accompanying instructions to bidders
and propose to furnish all:

4. materials

5. labor
to complete all the required work satisfactorily in compliance with

6. plans

7. specifications

8. special provisions
for the prices set forth in the bid item list:

BID ITEM LIST FOR 2022 PEDESTRIAN CROSSING IMPROVEMENTS, Specification No. 1000069
Item Item Unit of Estimated Item Price Total
No. SS(1) Description Measure Quantity (in figures) (in figures) 1 7,12 Traffic Control Plan and
Implementation LS 1
2 15,73 Remove Concrete & Cobble
Median SQFT 100
3 15 Regrade Brick Pavers to
Finished Sidewalk Grade LS 1
4 15,19 Roadway Excavation CY 2
5 39 Class 2 Aggregate Base CY 4
6 39 Hot Mixed Asphalt Paveout -
South St & King Ct Median TON 6
7 15 Remove and Salvage Existing
Bench EA 1
8 15,73,
90 Minor Concrete (Curb) LF 8
9 15,73,
90 Minor Concrete (Cross Gutter) SQFT 395
10 15,73 Minor Concrete (Remove and
Replace Curb and Gutter) LF 40
11 15,73 Minor Concrete (Remove and
Replace Sidewalk) SQFT 250
12 15,73,
90 Bike Ramp - King Ct & Meadow
Park LS 1
13 15,73,
90 Curb Ramp - Broad St & Islay St
SE Corner (Ramp #1) LS 1

Page 404 of 783 ends

BID FORMS

BID FORMS
B
Item Item Unit of Estimated Item Price Total
No. SS(1) Description Measure Quantity (in figures) (in figures) 14 15,73,
90 Curb Ramp - Broad St & Islay St
SW Corner (Ramp #2) LS 1
15 15,73,
90 Curb Ramp - Broad St & Islay St
NW Corner (Ramp #3) LS 1
16 15,73,
90 Curb Ramp - Johnson Ave &
Sydney St SW Corner (Ramp
#1)
LS 1
17 15,73,
90 Curb Ramp - Johnson Ave &
Sydney St SE Corner (Ramp #2) LS 1
18 15,73 Remove and Replace ADA
Tactile Pad - King St & South St EA 2
19 82,86
Rapid Rectangular Flashing
Beacon System - Broad St &
Islay St
EA 4
20 82,86
Rapid Rectangular Flashing
Beacon System - King St &
South St
EA 5
21 82,86
Rapid Rectangular Flashing
Beacon System - Johnson Ave &
Sydney St
EA 5
22 82,86
Rapid Rectangular Flashing
Beacon System - Osos St &
Islay St
EA 4
23 84 Remove Thermoplastic Traffic
Stripe LF 154
24 84 Remove Thermoplastic
Pavement Marking
LF 0
25 84 Detail 39 LF 116
26 84 12" White Stripe LF 45
27 84 White Thermoplastic Pavement
Marking SQFT 354
28 84 White Hi-Vis Crosswalk LF 117
29 84 Yellow Hi-Vis Crosswalk LF 77
30 84 Green Bike Lane Marking (MMA) SQFT 1,430
31 84 Red Curb Paint LF 178
32 82 12' Roadside Punch Post EA 8
33 82 16' Roadside Punch Post EA 18
34 15,82 Relocate Existing Sign Post EA 5
35 15,82 Remove Existing Sign Post EA 2
36 82 R1-1 Sign EA 3
37 82 W11-2 Sign EA 14
38 82 W16-7P Sign EA 20
39 82 S1-1 Sign EA 6
40 82 R1-5 Sign EA 6

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BID FORMS

BID FORMS
C
Item Item Unit of Estimated Item Price Total
No. SS(1) Description Measure Quantity (in figures) (in figures) 41 82 R26 (CA) Sign ES 2
42 82 Street Name Sign EA 4
43 82 Remove and Reinstall Existing
Sign
EA 2
44 5 Survey LS 1
Bid Total $
Company Name:
(1) refers to section in the Standard Specifications, with modifications in the Special Provisions, that describe required work.

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BID FORMS
D

LIST OF SUBCONTRACTORS
Pursuant to Section 4100 of the Public Contracts Code and section 2-1.33C of the standard specifications, the Bidder is required to furnish the following information for each Subcontractor performing more than 1/2 percent (0.5%) of the total base bid. Do not list alternative subcontractors for the same work. Subcontracting must not total more than fifty percent (50%) of the submitted bid except as allowed in section 5-1.13 of the standard specifications.

For Streets & Highways projects, subcontractors performing less than ten thousand dollars ($10,000) worth of work need not be mentioned. Subcontractors required to pay prevailing wage, must be registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5 to be listed.

NOTE: If there are no subcontractors, write “NONE” and submit with bid.

Name Under Which
Subcontractor is Licensed License Number
DIR Public
Works
Registration
Number
Address and Phone
Number of Office, Mill or
Shop
Specific
Description of
Subcontract
% of
Total
Base
Bid

Attach additional sheets as needed.

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BID FORMS
E
PUBLIC CONTRACT CODE SECTION 10285.1 STATEMENT
In compliance with Public Contract Code Section 10285.1 (Chapter 376, Stats. 1985), the bidder hereby declares under penalty of perjury under the laws of the State of California that the bidder, or any subcontractor to be engaged by the bidder, has ____, has not ____ been convicted within the preceding three years of any offenses referred to in that section, including any charge of fraud, bribery, collusion, conspiracy, or any other act in violation of any state or federal antitrust law in connection with the bidding upon, award of, or performance of, any public works contract, as defined in Public Contract Code Section 1101, with any public entity, as defined in Public Contract Code Section 1100, including the Regents of the University of California or the Trustees of the California State University. The term "bidder" is understood to include any partner, member, officer, director, responsible managing officer, or responsible managing employee thereof, as referred to in Section 10285.1.

NOTE: The bidder must place a check mark after "has" or "has not" in one of the blank spaces provided. The above Statement is part of the Bid. Signing this Bid on the signature portion constitute signature of this Statement. Bidders are cautioned that making a false certification may subject the certifier to criminal prosecution.

PUBLIC CONTRACT CODE SECTION 10162 QUESTIONNAIRE
In compliance with Public Contract Code Section 10162, the Bidder must complete, under penalty of perjury, the following questionnaire:

Has the bidder, any officer of the bidder, or any employee of the bidder who has a proprietary interest in the bidder, ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project because of a violation of law or a safety regulation?
Yes No
If the answer is yes, attach a letter explaining the circumstances PUBLIC CONTRACT CODE SECTION 10232 STATEMENT
In compliance with Public Contract Code Section 10232, you hereby state under penalty of perjury, that no more than one final unappealable finding of contempt of court by a federal court has been issued against you within the immediately preceding two-year period because of your failure to comply with an order of a federal court which orders you to comply with an order of the National Labor Relations Board.

LABOR CODE SECTION 1725.5 STATEMENTS
The bidder has delinquent liability to an employee or the state for any assessment of back wages or related damages, interest, fines, or penalties pursuant to any final judgment, order, or determination by a court or any federal, state, or local administrative agency, including a confirmed arbitration award. Any judgment, order, or determination that is

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BID FORMS
F
under appeal is excluded, provided that the contractor has secured the payment of any amount eventually found due through a bond or other appropriate means.

Yes No
The bidder is currently debarred under Section 1777.1 or under any other federal or state law providing for the debarment of contractors from public works.

Yes No
NOTE: The above Statements and Questionnaire are part of the Bid. Signing this Bid on the signature portion constitute signature of this Statement and Questionnaire. Bidders are cautioned that making a false certification may subject the certifier to criminal prosecution.

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BID FORMS
G

NON-COLLUSION DECLARATION
I, , declare that
I am of ,
the party making the foregoing bid that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or that anyone refrained from bidding; that the bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid.

Executed on , 20 , in __
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

(Signature and Title of Declarant)
(SEAL)
Subscribed and sworn to before me
this _______day of _________, 20_____

Notary Public
Company Name:____________________

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BID FORMS
H
Bidder Acknowledgements
By signing below, the bidder acknowledges and confirms that this bid is based on the information contained in all contract documents, including the notice to bidders, plans, specifications, special provisions, and addendum number(s) . (Note: You are responsible to verify the number of addenda prior to the bid opening.)
The undersigned further agrees that in case of default in executing the required contract, with necessary bonds, within eight days, (not including Saturdays, Sundays, and legal holidays), after having received a mailed notice that the contract is ready for signature, the proceeds of the check or bond accompanying his bid will become the property of the City of San Luis Obispo.

Licensed in accordance with an act providing for the registration of contractors, License No. , Expiration Date .

The above statement is made under penalty of perjury, and any bid not containing this information "will be considered non-responsive and will be rejected” by the City.

Signature of Bidder
(Print Name and Title of Bidder)
DIR– Public Works
Registration No:

Business Name (DBA):

Owner/Legal Name:

Indicate One: Sole-proprietor  Partnership Corporation List Partners/Corporate Officers:

Name Title
Name Title
Name Title
Business Address
Street Address
Mailing Address
City, State, Zip Code
Phone Number
Fax Number
Email Address
Date

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BID FORMS
I
Qualifications
Failure to furnish complete reference information ON THIS FORM, as specified in this project’s Notice to Bidders and indicated below, is cause to reject the bid. Additional information may be attached but is not a substitute for this form.

Reference Number 1
Customer Name & Contact Individual
Telephone & Email
Project Name (Site Address):

Is this similar to the project being bid
or did this project include flashing
beacon installation?
Yes □ No □
Describe the services provided and how this project is similar to that which is being bid:

Date project completed:

Was this contract for a public agency?
Yes □ No □
Reference Number 2
Customer Name & Contact Individual
Telephone & Email
Project Name (Site Address):

Date project completed:

Was this contract for a public
agency?
Yes □ No □
Reference Number 3
Customer Name & Contact Individual
Telephone & Email
Project Name (Site Address):

Date project completed:

Was this contract for a public
agency?
Yes □ No □

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BID FORMS
J

ATTACH BIDDER'S BOND TO ACCOMPANY BID
Know all men by these presents:

That we ____________________________________________, AS PRINCIPAL, and _______________________________________________________, AS SURETY, are held and firmly bound unto the City of San Luis Obispo in the sum of:
____________________________________________________ Dollars (_____________) to be paid to said City or its certain attorney, its successors and assigns; for which payment, well and truly to be made, we bind ourselves, our heirs, executors and administrators, successors or assigns, jointly and severally, firmly by these presents:

THE CONDITION OF THIS OBLIGATION IS SUCH, that if the certain bid of the above bounden ______________________________________________________________________ to construct ___________________________________________________________________ (insert name of street and limits to be improved or project) dated _____________________ is accepted by the City of San Luis Obispo, and if the above bounden _______________________________________________________, his heirs, executors, administrators, successors, and assigns shall duly enter into and execute a contract for such construction and shall execute and deliver the two bonds described within ten (10) days (not including Saturdays, Sundays, or legal holidays) after the above bounden,
______________________________________________________, has received notice by and from the said City of San Luis Obispo that said contract is ready for execution, then this obligation shall become null and void; otherwise, it shall be and remain in full force and virtue.

IN WITNESS WHEREOF, we hereunto set our hands and seals this ___ day of ______, 20____.

Bidder Principal:

Signature Date
Title:

Surety:

Bidder's signature is not required to be notarized. Surety's signature must be notarized.

Equivalent form may be substituted
(Rev. 6-30-14)

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SPECIAL PROVISIONS
1 SPECIAL PROVISIONS

ORGANIZATION
Special provisions are under headings that correspond with the main section heading of the Standard Specifications. Each special provision begins with a revision clause that describes or introduces a revision to the Standard Specifications. Any paragraph added or deleted by a revision clause does not change the paragraph number of the Standard Specifications for any other reference to a paragraph of the Standard Specifications.

DIVISION I GENERAL PROVISIONS
1 GENERAL
Add to Section 1-1.01 GENERAL:

The work must be done in compliance with the City of San Luis Obispo, Department of Public Works:

1. 2022 Pedestrian Crossing Improvements Special Provisions

2. City of San Luis Obispo Standard Specifications and Engineering Standards – 2020 edition

3. State of California, Department of Transportation Standard Specifications and Standard Plans – 2015 edition
In case of conflict between documents, governing ranking must comply with section 5-

1.02 of the City of San Luis Obispo’s Standard Specifications.

Failure to comply with the provisions of these sections is a material breach of contract:

1. Sections 5 through 8 of the Standard Specifications

2. Section 12 through 15 of the Standard Specifications

3. Section 77-1 of the Standard Specifications

4. Section 81 of the Standard Specifications

5. authorized working hours

6. OSHA compliance
2 BIDDING
Replace Section 2-1.33A BID DOCUMENT COMPLETION AND SUBMITTAL, General with:

Furnish bid using blank forms provided in the Special Provisions. Bid must include all forms and must be signed by the bidder.
4 SCOPE OF WORK
Add to Section 4-1.03 WORK DESCRIPTION:

Comply with the provisions of Section(s) 5, 7, 12, 15, 19, 39, 51, 56, 73, 82, 84, 86 and 90 for general, material, construction, and payment specifics.

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SPECIAL PROVISIONS
2 Add Section 4-1.03A WORK DESCRIPTION, Project Specific Signage:

Maintain Revenue Enhancement Funding signage in work area. Return Revenue Enhancement Funding signs at the end of the project or upon the Engineer’s request. 6 CONTROL OF MATERIALS
Add to Section 6-2.03 DEPARTMENT ACCEPTANCE:

The Engineer will furnish Sales Tax signs mounted to moveable barricades. Maintain Sales Tax signage in work area. Return Sales Tax signs at the end of the project or upon the Engineer’s request.
7 LEGAL RELATIONS AND RESPONSIBILITY TO THE PUBLIC
Replace last paragraph in Section 7-1.02K(3) Labor Code, Certified Payroll Records (Labor Code 1776) with:

Furnish the Engineer one Portable Document Format (PDF) file which contains all certified payroll records for the prior month’s work. Redact the PDF file making the employee’s social security number illegible. Failure to submit PDF file with other monthly payroll records is considered an incomplete payroll submission and penalties will be assessed.

Add to Section 7-1.03B PUBLIC CONVENIENCE, Traffic Control Plan Work hours are restricted Monday through Friday between 7:00 a.m. an 4:00 p.m. at all the affected streets.

Provide traffic control plan and traffic control application at or before the preconstruction meeting. Traffic control plan must be drawn to scale. Traffic control application may be obtained on the City’s website:
www.slocity.org/government/department-directory/public-works/documentsonline/construction-documents Upon approval of the traffic control plan, the City will issue a no-fee Encroachment Permit.

Permittee is responsible to comply with all conditions of the traffic control plan. Complete work using due diligence to restore free flowing of traffic. 8 PROSECUTION AND PROGRESS
Replace the 1st paragraph in Section 8-1.02A SCHEDULE, General with:

Provide a Level 1 schedule for this work.

Add to Section 8-1.01A GENERAL, Order of Work:

Below is the required sequence of work for installation of curb ramps, Rapid Rectangular Flashing Beacon systems, signs and striping, unless otherwise approved by the Engineer. Start of work to be scheduled based on beacon system equipment delivery date.

1. Contractor shall install curb ramps, punch posts, and signage prior to installation

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SPECIAL PROVISIONS
3 of beacon system(s).

2. With the exception of the Johnson/Sydney intersection, all new pedestrian/bicycle crossing signage shall remain covered until beacon systems are installed and operational, and striping installation has been completed.

3. Unless otherwise approved by the Engineer, pavement striping shall not be installed until beacon system(s) are installed and operational.

4. Contractor will furnish and install all equipment needed for intended operation of Rapid Rectangular Flashing Beacon system. Contractor shall provide beacon system equipment submittals for City review and approval prior to procurement.

5. Contractor is responsible for coordination with beacon system manufacturer’s representative(s) as needed to provide intended operation of beacon systems. 9 PAYMENT
Add to Section 9-1.06 CHANGED QUANTITY PAYMENT ADJUSTMENTS, General Unit price adjustments specified per Section 9-1.06B, “Increases of More Than 25 Percent” and Section 9-1.06C, “Decreases of More Than 25 Percent,” of the Standard Specifications will not apply to the following bid items:

Bid Items #10 and #11 – “Remove and Replace Curb and Gutter”, and “Remove and Replace Sidewalk”.

DIVISION VIII MISCELLANEOUS CONSTRUCTION
73 CONCRETE CURBS AND SIDEWALKS
Add to Section 73-1.03 CONSTRUCTION:

You must meet with the Engineer for an average of 1.5 hours total per ramp to complete the following coordination tasks:

1. Before saw-cutting to agree on the limits of demolition and removal.

2. After formwork is set, to verify that grades meet those stated on the Plans.

3. Upon completion of new curb ramp installation to verify finished grades.

Curb ramps have been designed to comply with the current Caltrans Standard Plan detail RSP A88A and City Std. 4440. Field modifications to the design plans, if approved by the Engineer, must meet the dimensional and slopes requirements of Standard Plan RSP A88A. When measuring the ADA facility’s dimension and slopes, consider the required dimension or slope to have been met if the recorded individual measurements comply with the following:

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SPECIAL PROVISIONS
4  Dimensional measurement does not exceed ½-inch from the dimension shown, i.e. ½-inch less than a minimum dimension, or ½-inch greater than a maximum dimension
 Slope measurement does not exceed 0.2 percent from the slope shown You must give the City a 24-hour notice for inspection of formwork before pouring the concrete.

You must calibrate all levels used in construction at the beginning of each work day.

You must ensure that new ramp flowlines do not create any "ponding" areas.

Curb ramp spandrel design may vary from Engineering Standards, as directed by the Engineer, in order to accommodate ramp landing.

Add to Section 73-1.04 PAYMENT
As shown on the bid item list, the bike ramp at the King Court cul-de-sac, and each new curb ramp will be paid in lump sum for all work shown on the plans for the individual corner, unless included in a separate bid item on the bid item list. The lump sum price paid for each curb ramp includes all of the work involved in installing the new curb ramps.

The lump sum price includes all work shown on the Plans, as specified in the Standard Specifications and these Special Provisions. It also includes work for:

7. public notices

8. layout

9. elevation control

10. clearing and grubbing as needed

11. tree protection, if applicable

12. protection of existing utilities and improvements

13. saw-cutting

14. demolition

15. temporary cold mix, if applicable

16. removal and disposal of demolished material

17. formwork

18. asphalt concrete paving, including final HMA and temporary cold mix

19. installation of curbs, curb & gutter, cross gutter spandrels, sidewalk and ramps, detectable warning surface

20. cleanup
Payment for varying widths of “paveouts” per plans required by City Standards are included in the applicable curb ramp replacement lump sum price.

Full compensation for concrete cross gutters, including “paveouts”, is paid on a square footage basis as shown in the bid item list and is identified as the portion of the cross gutter between gutter spandrels.

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SPECIAL PROVISIONS

SPECIAL PROVISIONS
5 As specified in Section 9-1.06, Bid Items #10 and #11 – “Remove and Replace Curb and Gutter”, and “Remove and Replace Sidewalk” are additional items intended for field changes and additions to work shown on the plans. The intent of the additional items is to provide additional payment to conform specified work to existing field conditions on a per unit price basis. Section 9-1.06 is waived for these items and you are advised that items may be increased, decreased or deleted in their entirety without any additional compensation.

DIVISION IX TRAFFIC CONTROL DEVICES
84 MARKINGS
86-1.08 PAYMENT
As shown on the bid item list, installation of each Rapid Rectangular Flashing Beacon system will be paid based on number of units installed at each intersection shown on the plans. Each unit price includes furnishing and installation of all equipment needed for intended operation of beacon system. Unit costs include all work shown on the Plans, as specified in the Standard Specifications and these Special Provisions. Unless otherwise indicated on plans, each beacon system unit cost includes:

1. Solar engine kit

2. Beacon light bar

3. Battery system

4. Pushbuttons

5. Pushbutton frame and sign placards

6. Mounting hardware

7. Electrical conductors/wiring
Punch posts and signage to be installed at each beacon location are included as individual bid items.

DIVISION X ELECTRICAL WORK
Add to Section 84-1.04 PAYMENT
Hi-Vis Crosswalk is measured along the linear foot following the centerline of the crosswalk alignment from corner to corner and accounts for all longitudinal and transverse striping, regardless of line thickness or crosswalk width. 90 CONCRETE
Add to Section 90-1.01C(6) Mix Design:

Concrete must contain a maximum of 15% pozolone or fly ash. Course aggregate for concrete must comply with the gradation specifications for the 1 inch x No. 4 primary aggregate nominal size.

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SPECIAL PROVISIONS

SPECIAL PROVISIONS
6 DIVISION XIII APPENDICES
Add 100-1.01
Refer to Appendix A: Form of Agreement

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APPENDIX

APPENDIX
A-1

APPENDIX A - FORM OF AGREEMENT
THIS AGREEMENT, made on _____________, by and between the City of San Luis Obispo, a municipal corporation and charter city, San Luis Obispo County, California (hereinafter called the Owner) and COMPANY NAME (hereinafter called the Contractor).

WITNESSETH:

That the Owner and the Contractor for the consideration stated herein agree as follows:

ARTICLE 1, SCOPE OF WORK: The Contractor shall perform everything required to be performed, shall provide and furnish all of the labor, materials, necessary tools, expendable equipment, and all utility and transportation services required to complete all the work of construction of
2022 PEDESTRIAN CROSSING IMPROVEMENTS, SPEC. NO. 1000069 in strict compliance with the plans and specifications therefor, including any and all Addenda, adopted by the Owner, in strict compliance with the Contract Documents hereinafter enumerated.

It is agreed that said labor, materials, tools, equipment, and services shall be furnished and said work performed and completed under the direction and supervision and subject to the approval of the Owner or its authorized representatives.

ARTICLE II, CONTRACT PRICE: The Owner shall pay the Contractor as full consideration for the faithful performance of this Contract, subject to any additions or deductions as provided in the Contract Documents, the contract prices as follows:

Item
No.

Item Unit of
Measure
Estimated
Quantity
Item Price
(in figures)
Total
(in figures)

1. 2.

3. BID TOTAL: $ .00
Payments are to be made to the Contractor in compliance with and subject to the provisions embodied in the documents made a part of this Contract.

Should any dispute arise respecting the true value of any work omitted, or of any extra work which the Contractor may be required to do, or respecting the size of any payment to the Contractor, during the performance of this Contract, said dispute shall be decided by the Owner and its decision shall be final, and conclusive.

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APPENDIX

APPENDIX
A-2
ARTICLE III, COMPONENT PARTS OF THIS CONTRACT: The Contract consists of the following documents, all of which are as fully a part thereof as if herein set out in full, and if not attached, as if hereto attached:

1. Notice to Bidders and Information for Bidders

2. Standard Specifications and Engineering Standards

3. Special Provisions, any Addenda, Plans and Contract Change Orders

4. Caltrans Standard Specifications and Standard Plans 2015

5. Accepted Bid and Bid Bond

6. List of Subcontractors

7. Public Contract Code Sections 10285.1 Statement

8. Public Contract Code Section 10162 Questionnaire

9. Public Contract Code Section 10232 Statement

10. Labor Code Section 1725.5 Statements

11. Bidder Acknowledgements

12. Qualifications

13. Non-collusion Declaration

14. Agreement and Bonds

15. Insurance Requirements and Forms
ARTICLE IV INDEMNIFICATION: The Contractor shall indemnify, defend with legal counsel approved by City, and hold harmless City, its officers, officials, employees and volunteers from and against all liability, loss, damage, expense, cost (including without limitation reasonable legal counsel fees, expert fees and all other costs and fees of litigation) of every nature arising out of or in connection with the Contractor’s negligence, recklessness or willful misconduct in the performance of work hereunder or its failure to comply with any of its obligations contained in this Agreement, except such loss or damage which is caused by the sole or active negligence or willful misconduct of the City. Should conflict of interest principles preclude a single legal counsel from representing both the City and the Contractor, or should the City otherwise find the Contractor’s legal counsel unacceptable, then the Contractor shall reimburse the City its costs of defense, including without limitation reasonable legal counsel fees, expert fees and all other costs and fees of litigation. The Contractor shall promptly pay any final judgment rendered against the City (and its officers, officials, employees and volunteers) with respect to claims determined by a trier of fact to have been the result of the Contractor’s negligent, reckless or wrongful performance. It is expressly understood and agreed that the foregoing provisions are intended to be as broad and inclusive as is permitted by the law of the State of California and will survive termination of this Agreement.

The Contractor obligations under this section apply regardless of whether such claim, charge, damage, demand, action, proceeding, loss, stop notice, cost, expense, judgment, civil fine or penalty, or liability was caused in part or contributed to by an Indemnitee.

However, without affecting the rights of the City under any provision of this agreement, the Contractor shall not be required to indemnify and hold harmless the City for liability attributable to the active negligence of City, provided such active negligence is determined by agreement between the parties or by the findings of a court of competent jurisdiction. In

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APPENDIX
A-3
instances where the City is shown to have been actively negligent and where the City’s active negligence accounts for only a percentage of the liability involved, the obligation of the Contractor will be for that entire portion or percentage of liability not attributable to the active negligence of the City.

ARTICLE V. It is further expressly agreed by and between the parties hereto that should there be any conflict between the terms of this instrument and the bid of said Contractor, then this instrument shall control and nothing herein shall be considered as an acceptance of the said terms of said bid conflicting herewith.

IN WITNESS WHEREOF, the parties to these presents have hereunto set their hands this year and date first above written.

CITY OF SAN LUIS OBISPO
A Municipal Corporation

__________________________________
Derek Johnson, City Manager

APPROVED AS TO FORM CONTRACTOR:

Name of Company
________________________________

By:________________________________
J. Christine Dietrick
City Attorney
Name of CAO/President
Its: CAO/PRESIDENT
(2nd signature required if Corporation):

By:________________________________
Name of Corporate Officer
Its: ____________________

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Item 7a
Department: Public Works
Cost Center: 5010
For Agenda of: 7/19/2022
Placement: Business
Estimated Time: 30 minutes
FROM: Matt Horn, Public Works Director
Prepared By: Jennifer Rice, Transportation Planner/Engineer III SUBJECT: APPROVE THE NAMING OF THE CERRO SAN LUIS NEIGHBORHOOD

GREENWAY AND AUTHORIZE STAFF TO ADVERTISE THE PROJECT
FOR BIDS, SPECIFICATION NO. 1000036

RECOMMENDATION

1. Approve the renaming of the former Anholm Neighborhood Greenway to the Cerro San Luis Neighborhood Greenway; and

2. Approve the project plans and specifications for the approved Cerro San Luis Greenway, Specification Number 1000036; and

3. Authorize staff to advertise for bids; and

4. Authorize the City Manager to award the Construction Contract pursuant to Section

3.24.190 of the Municipal Code for the bid total, if the lowest responsible bid is within the publicly disclosed funding amount of $3,375,000; and

5. Authorize the City Engineer to approve Contract Change Orders in excess of $200,000 and up to the available project budget; and

6. Adopt a Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, renaming the ‘Anholm Neighborhood Greenway’ to the ’Cerro San Luis Neighborhood Greenway’”; and

7. Approve sole source purchases for a decorative art fence and mural and authorize the Public Works Director to award contracts related to design and installation of the public art features up to the available project budget; and

8. Adopt a Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, authorizing use of Capital Projects Reserve Fund and Infrastructure Investment Fund to support Cerro San Luis Neighborhood Greenway, Specification No. 1000036”, and appropriate $1,000,000 from the Capital Projects Reserve Fund and $1,223,000 from the Infrastructure Investment Fund to the Project Account 1000036.

POLICY CONTEXT
The approved Cerro San Luis Neighborhood Greenway project (on September 4, 2018 City Council adopted the final Bikeway Plan) supports the Major City Goal of Climate Action, Open Space and Sustainable Transportation. In addition, this project is identified as a Tier 1 (highest priority) project in the City’s Active Transportation Plan (2021), is identified as a priority project in the Safe Routes to School Plan for Bishop’s Peak and Pacheco Elementary Schools (2017), and the Anholm Bikeway Plan (2018).

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Item 7a
It also supports the sustainable transportation goals identified in the Land Use & Circulation Elements of the General Plan (2014), Downtown Concept Plan (2017) and the Climate Action Plan for Community Recovery (2020).

REPORT-IN-BRIEF
The Cerro San Luis Neighborhood Greenway transforms 1.7 miles of the City of San Luis Obispo's transportation network into a green, low-stress route that prioritizes people walking and bicycling to school, work, and home while retaining access for motor vehicles.

The Greenway incorporates separated and protected bikeways, accessible curb ramp upgrades, safety lighting, enhanced pedestrian crossings, drought-tolerant landscaping, new street trees, stormwater management (“green street”) and public art design elements. The route connects the Downtown Core north to Cal Poly’s entrance on Highland Drive, prioritizing active transportation modes to create comfortable and safe access to schools, parks, the northern downtown neighborhoods, and shopping. The majority of the estimated $3.4 million project construction cost (45%) funds pedestrian access and safety improvements, including reconstruction of 46 pedestrian curb rampswhen considering this Greenway project, the in-construction Area 6 & 7 Curb Ramps Project, and the planned 2022 Pedestrian Crossing Improvements project, the City will be upgrading more than 90 curb ramps in 2022 alone.

Staff is requesting that the Council approve the final project plans for Cerro San Luis Greenway (Attachment A), specifications (Attachment B), and authorize staff to advertise the project for construction bids.

This report also includes background discussion and a staff recommendation for an official name change of the project from the previous title “Anholm Neighborhood Greenway” to the “Cerro San Luis Neighborhood Greenway.” Additionally, this report includes discussion of the need for sole source purchases of the custom metal fence and paint mural to deliver the community-driven public art element within the Chorro underpass of Highway 101, which is a key component of the Cerro San Luis Greenway project.

Finally, while this project was funded in Fiscal Year 2021-22 with a majority of the funds ($1.7 million) from an Urban Greening Grant awarded by the California Natural Resources Agency, as project cost estimates have been refined to reflect final design details and construction costs have continued to escalate significantly, it has become clear that the funding previously allocated to the project will not be sufficient to fully fund construction.

Therefore, staff is recommending that additional funds be appropriated from the Infrastructure Investment Fund and Capital Projects Reserve Account in order to proceed with project delivery.

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Item 7a

DISCUSSION
Background
In 2016, City Transportation staff began planning efforts on a project then titled the “Broad Street Bicycle Boulevard”, with the intent to develop a convenient, low stress route to connect bicyclists and pedestrians from the downtown to schools and other destinations on the north side of town, with the route passing through the historic Anholm neighborhood (referencing the name of it’s Tract Map). The Broad Street Bicycle Boulevard was identified as a “First Priority” project in the 2013 Bicycle Transportation Plan, plus this route was identified as high priority improvement need in the Pacheco and Bishop Peak Elementary School Safe Routes to School Plan (SRTS), a separate planning study prepared in parallel with the bicycle boulevard project. Development of the Broad Street Bicycle Boulevard Plan and SRTS Plan involved multiple years of community engagement, including project websites, online surveys, multiple meetings with the neighborhood, walking and biking tours of the route with residents, parents and students.

These planning efforts culminated with the Council’s adoption of the “Anholm Neighborhood Greenway Plan” in 2018, with the updated project title reflecting a final route alignment that followed streets other than Broad Street and a citywide shift from the term “bicycle boulevard” to the term “neighborhood greenway”.

Since adoption of the Anholm Neighborhood Greenway Plan in 2018, construction of the first project phase (the Foothill/Ferrini Pedestrian Hybrid Crossing) was completed in 2019, a required bikeway easement was obtained from the Church of Jesus Christ of Latter-Day Saints, and the remaining greenway route has been identified as a “Tier 1” (highest-priority) project in the City’s recently adopted 2021 Active Transportation Plan.

The next phases of the project were originally planned to be constructed in 2021, but the project was partially defunded and deferred in 2020 due to financial impacts of the COVID-19 pandemic. During this period, staff was able to successfully secure additional project funding for the greenway project through a $200,000 Safe Routes to School Grant via SLOCOG and a $1.7 million Urban Greening Grant from the California Natural Resource Agency in 2021. See Attachment E summarizing the route and design elements.

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Project History and Proposed Name Change
The 3
rd iteration of the project name of “Anholm Neighborhood Greenway” reflected the name of the primary neighborhood in which the greenway route travels, the Anholm neighborhood. In recent years, the City of San Luis Obispo has prioritized a commitment to making San Luis Obispo a welcoming, inclusive, and safe community for everyone, and to promoting free thought and speech, while condemning racism, hate speech, bigotry, violence, and prejudice. As part of that, in November 2020, the City Council adopted Resolution No. 11191 to help promote awareness and facilitate the ability of property owners throughout the City to remove racist covenants that may exist in their property deeds. The Anholm neighborhood is one of the City’s neighborhoods that included historic residential properties that were originally developed with racially biased covenants that restricted home ownership to persons of Caucasian descent.

Following the 2020 Resolution, there had been interest among the community to rename the greenway project. Staff is recommending the project be renamed as the “Cerro San Luis Neighborhood Greenway.” Throughout the community engagement with this neighborhood, the mountain on which the neighborhood is the base, Cerro San Luis, was a noticeable point of pride to the residents. One of the “Seven Sisters” (or Nine Morros), Cerro San Luis, often referred to as “Madonna Mountain” is one of the most prominent landmarks to San Luis Obispo.

Figure 1: Initial concept rendering of Chorro Street two-way onstreet separated bikeway

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Nestled around its foundation is a neighborhood that acts as a gateway between downtown and Foothill Boulevard. The Cerro San Luis Neighborhood Greenway is a fitting name calling attention to the natural beauty of this neighborhood. Additionally, the name is consistent with the Public Art Plan for the greenway corridor, prepared by RRM Design Group, themed “In the Shadow of the Mountain.”
For clarity throughout the remaining report, the project will be referred to as The Cerro San Luis Neighborhood Greenway. With that said, the Council has the discretion to direct staff to consider an alternate title for the final project. The only design features that use the formal project name are several wayfinding signs. If the Council desires to select an alternate name at this time (see alternate suggestions in “Alternatives” section of report), there is sufficient time to incorporate a revised project name without delaying bid advertisement and construction of the project. However, if the Council chooses to direct staff to proceed with a comprehensive community outreach campaign to select a new name, this would divert staff time away from other high-priority active transportation projects, such as the planning for the Foothill Boulevard Complete Streets project and likely mean a delay overall in this project’s delivery as signs, art, etc will need to be fabricated with the Greenway’s name.

For reference, the final 2018 Anholm Neighborhood Greenway Plan is available on the City website here:
https://www.slocity.org/home/showpublisheddocument/22122/636783245820370000.

Project Description
The Cerro San Luis Neighborhood Greenway is a 1.7-mile route prioritizing active forms of transportation. This construction project is the second phase to the overall project. The first included installation of a Pedestrian Hybrid Beacon at the intersection of Foothill Boulevard & Ferrini Road, which was completed in late 2019. A neighborhood greenway is intended to enhance not just bicycle and pedestrian mobility, but the overall livability of a neighborhood; therefore, the project has many project components in addition to bicycle and pedestrian infrastructure, including lighting and public art at the Chorro Street/US 101 undercrossing, new landscaping and street trees, and stormwater treatment features.

Bicycle Facilities
The greenway includes a combination of protected bikeways, a shared-use path through the LDS Church property, and shared lanes along low-speed neighborhood streets to create a bicycle route comfortable for bicyclists of all ages and ability levels. In order to accommodate a protected bicycle facility on Ramona, Broad and Chorro Streets (streets with vehicle volumes at ranges that are uncomfortable to share the lane for many bicyclists), existing on-street parking on one side of the street will be removed.

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Pedestrian and Accessible Infrastructure
Pedestrian accessibility and crossing improvements are key components of the project, with 46 new ADA compliant curb ramps and enhanced hi-visibility pedestrian “ladderstyle” crosswalk markings. A new Rectangular Rapid Flashing Beacon (RFFB) system is planned on Chorro at the Mill Street school crossing to increase the visibility of pedestrians crossing at this existing uncontrolled school crossing. Bulbouts are designed at six intersections throughout the corridor. Bulbouts shorten the crossing distances for pedestrians, increasing their visibility and reducing the time they are exposed to traffic.

Additionally, bulbouts provide further landscaping and beautification opportunities. When considering this project, the in-progress Area 6 & 7 Curb Ramps project and the upcoming 2022 Pedestrian Crossing Improvements project, the City will be constructing more than 90 curb ramps in 2022, the largest annual investment in pedestrian accessibility upgrades and improvements by the City in its history.

A new all-way stop intersection is planned at Chorro and Peach. This location meets California warrants for an all-way stop controlled intersection to address a predominate crash pattern of broadside collisions at this intersection and has been identified multiple times in the City’s Traffic Safety Report. The intersection also has adjacent utility poles that obscure the sight distance for eastbound vehicles on Peach Street. Correspondence and site-meetings with PG&E confirm that relocating these poles is not feasible in the near-term. The new all-way stop intersection will include hi-visibility crossing, as this intersection is also a common crossing location for access to Mission Preparatory High School.

Street Lighting
In 2021, the City worked with PG&E to install six new standard streetlights along the greenway route, filling in gaps where existing streetlighting did not meet current City Standards and spacing requirements. This current construction effort includes additional pedestrian-scale lighting to be installed along the new shared-use path through the LDS Church property as well as within the underpass on Chorro Street at Highway 101, which currently features no safety lighting. The underpass will also include decorative lighting integrated into the custom public art fencing.

Urban Greening and Stormwater Management
Consistent with the original 2018 greenway plan and requirements of the Urban Greening Grant funding this project, green street elements are incorporated into the construction plans, including approximately 60 new street trees, bioswale and bioretention areas, and other landscaping and plantings that improve stormwater management. Additionally, filters will be added to all the storm drains along the corridor to filter litter and debris out of stormwater runoff before it enters the two creeks that run through the neighborhood.

Additionally, low-maintenance landscaping will be planted within the 300 planter boxes to be installed within the protected bikeway medians along the corridor, adding further “greening” to the route.

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Traffic Calming Elements
Maintaining low vehicle speeds is an important design objective when planning a neighborhood greenway and provides an environment that is comfortable for all roadway users. This is particularly important along the segments of the greenway running where cyclists share travel lanes with motor vehicles, such as along Broad Street where the previously installed speed humps have not been effective at reducing auto speeds below 30 mph. The project includes reconstruction of the existing speed humps on Broad Street to meet current City specifications, which has been effective at reducing speeds to 25 mph or less on similar streets in the City. The project also features lane width narrowing and the addition of street trees as other proven countermeasures to reduce vehicle speeds.

Public Art
With the assistance of RRM Design Group, a Cerro San Luis Neighborhood Greenway Public Art Plan was prepared for the greenway to celebrate the themes and forms throughout the corridor, including the sun, topography and shadows, as well as trails and wildlife. This construction project will include public art elements specific to the Chorro Street/US 101 underpass, which was identified by the community as a high priority location for safety lighting and beautification. The public art will include a backlit decorative panel fencing and painted murals on the columns along either side of the underpass.

Figure 2: Concept of integrated mural along underpass using custom metal panels and painted concrete columns.

Refinements from Concept Designs in the 2018 Anholm Bikeway Plan As project engineering progressed with greater detail on sight constraints and additional requirements of the Urban Greening Grant funding, some details in the final construction plans have been refined from what is included in the 2018 Anholm Bikeway Plan planning study.

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San Luis Obispo City CouncilJuly 19, 2022

San Luis Obispo City Council
July 19, 2022