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CITY OF SAN PABLO
AGREEMENT WITH 4LEAF, INC.
FOR ON-CALL CONSULTING SERVICES
THIS AGREEMENT (“Agreement”), effective the 1st day of July, 2023 (“Effective Date”), is by and between the City of San Pablo, a municipal corporation organized and existing under the laws of the State of California, ( “City”), and 4LEAF, Inc ., a California Corporation (“Consultant”).
RECITALS
WHEREAS, the City desires to engage a consultant to provide building inspection and permit technician services on an as needed basis to the City (“Services”) as further set forth in this Agreement;
WHEREAS, the City desires to engage a consultant who will act at all times in the City’s best interest and will respect the trust and confidence placed in that consultant by the City; and
WHEREAS, Consultant has represented to City that Consultant has the special training, skill, competence and expertise necessary to provide the Services needed by the City; desires to enter into this Agreement with the City as an independent contractor; and is willing to provide the Services on the following terms and conditions.
NOW, THEREFORE, Consultant and the City agree as follows:
TERMS AND CONDITIONS
(1) Scope of Services.
A. Scope of Services . Consultant agrees to provide on-call plan check, building inspection, and permit technician on an as needed basis to the City as specified in the Consultant’s proposal dated April 5, 2023, attached as Exhibit A and incorporated herein by reference. Any services not encompassed in this Section (1) are additional services (“Additional Services”) subject to prior written authorization by the City, as further specified below in Section (3), “Additional Services.”
B. Quality of Performance. Consultant will provide the Services and any authorized Additional Services in accordance with the standards of its profession ; in accordance with the terms, conditions, and objectives of this Agreement; and in a manner satisfactory to the City Manager or his or her authorized delegee (“City Manager ”). Consultant represents that it possesses the necessary skills, background, and licenses to perform the Services or Additional Services. Consultant is solely responsible for the quality and suitability of the Services it provides pursuant to this Agreement. If , during the course of this Agreement, the City Manager notifies Consultant that the Services are not satisfactory, in whole or in part, Consultant will promptly take the corrective action required by the City Manager, at no extra cost to the City. Failure to promptly take such corrective action constitute s a material breach of this Agreement and cause for termination in the City’s discretion. This standard of care will not be construed to impose a mandatory duty on the City within the meaning of Government Code section 815.6. The City’s acceptance of Services performed under this Agreement will not operate to waive or release Consultant’s obligation under this paragraph.
C. COVID-19 Pandemic. All City of San Pablo programs and services must be in Updated: 2/23 Page 2
compliance with current health orders issued by Contra Costa County Health Services at: https://www.coronavirus.cchealth.org/health-orders. Consultant shall comply with these requirements and contact City staff immediately if there is any issue with compliance. In addition, the City requires all contractors/consultants providing services at City facilities or City worksites to comply with all City’s current COVID policies on-site as they may be amended from time to time.
D. Time is of the Essence . In the performance of this Agreement, time is of the essence. Consultant must be available to begin providing the Services upon the Effective Date of this Agreement, and must complete the Services within the time specified in Section (4), “Effective Date and Term.”
E. Primary Service Provider . The City has approved of Mike Leontiades as Consultant’s primary provider of the Services under this Agreement, and no other person will be accepted as the primary provider of the Services without the City’s prior written consent.
F. Labor Code Compliance. If the Services are “public works” services as defined in Labor Code section 1720 et seq. and the Agreement is for an amount greater than $1,000, the Agreement is subject to all applicable requirements of Chapter 1 of Part 7 of Division 2 of the Labor Code, beginning at section 1720, and the related regulations, including but not limited to requirements pertaining to wages, working hours and workers’ compensation insurance.
Consultant must also post all jo b site notices required by laws or regulations pursuant to Labor Code section 1771.4.
1. Prevailing Wages: Each worker performing Services under this Agreement that is covered under Labor Code section 1720 or 1720.9, must be paid at a rate not less than the prevailing wage as defined in sections 1771 and 1774 of the Labor Code. The prevailing wage rates are on file with the City and are available online at http://www.dir.ca.gov/DLSR. Pursuant to Labor Code section 1775, Consultant and any subconsultant will forfeit to City as a penalty up to $200 for each calendar day, or portion of a day, for each worker paid less than the applicable prevailing wage rate, in addition to paying each worker the difference between the applicable wage rate and the amount actually paid.
2. Working Day: Pursuant to Labor Code section 1810, eight hours of labor consists of a legal day’s work. Pursuant to Labor Code section 1813, Consultant will forfeit to City as a penalty the sum of $25 for each day during which a worker employed by Consultant or any subconsultant is required or permitted to work more than eight hours during any one calendar day, or more than 40 hours per calendar week, unless such workers are paid overtime wages under Labor Code section 1815. All Services must be carried out during regular City working days and hours unless otherwise specified in the scope of services or authorized in writing by City.
3. Payroll Records: Consultant and its subconsultants must maintain certified payroll records in complian ce with Labor Code sections 1776 and 1812, and all implementing regulations promulgated by the Department of Industrial Relations (“DIR”). For each payroll record, Consultant and its subconsultants must certify under penalty of perjury that the information in the record is true and correct, and that it has complied with the requirements of Labor Code sections 1771, 1811, and 1815. Unless the Agreement is for an amount under $25,000, Consultant must Updated: 2/23 Page 3
electronically submit certified payroll records to the Labo r Commissioner as required under California law and regulations.
4. Apprentices: If the amount of the Agreement is $30,000 or more, Consultant must comply with the apprenticeship requirements in Labor Code section 1777.5.
5. DIR Monitoring, Enforcement , and Registration : The Services are subject to compliance monitoring and enforcement by the DIR pursuant to Labor Code section 1725.5, and, subject to the exception set forth below, Consultant and any subconsultants must be registered with the DIR to perf orm public works projects.
The registration requirements of Labor Code section 1725.5 do not apply if the Agreement is for an amount under $25,000.
(2) Compensation. As full compensation for the satisfactory and timely performance of the Services as specified in Section (1), “Scope of Services,” and the attached exhibits, City hereby agrees to pay Consultant a sum not to exceed Seven Hundred Seventy-Five Thousand Dollars ($775,000) as follows:
on a deliverables basis for services rendered, at the hourly rates identified in the Fee Schedule included in Exhibit A, in amounts not to exceed Two Hundred Fifty Thousand Dollars ($250,000) for services rendered in Fiscal Year 2023 -24, Two Hundred Fifty - Seven Thousand F ive Hundred Dollars for services rendered in Fiscal Year 2024 -25 ($257,500), and Two Hundred Sixty -Seven Thousand Five Hundred Dollars ($267,500) for services rendered in Fiscal Year 2025-26, for a total contract amount n ot to exceed Seven Hundred Seventy-Five Thousand Dollars ($775,000) for services rendered over the three-year term of the contract from July 1, 2023 through June 30, 2026.
Consultant will be paid all undisputed amounts within thirty (30) days of City’s receipt of detailed invoices for Services provided to the City Manager’s satisfaction during the preceding calendar month. Invoices must include all of the information contained in Section (7), “Billings,” below. Each invoice must be signed by an authorized representative of Consultant, verifying that the invoiced Services have been performed. Consultant will not be entitled to compensation for Additional Services, as defined below in Section (3), unless authorized by City in writing in advance, and memorialized in an amendment to this Agreement executed by the authorized representatives of each Party. This Section (2) supersedes any conflicting or inconsistent provisions in the Proposal.
(3) Additional Services. In addition to the S ervices included in Section (1), “Scope of Services,” the Parties may from time to time agree that Consultant will provide Additional Services for additional compensation, as authorized by the City Manager. The nature and scope of the Additional Services, including the time for performance and terms for mutually agreeable additional compensation must be memorialized in a writing, executed by both Parties, as further specified in Section ( 25), “Amendments,” before Consultant may begin providing the Additional Services. Consultant will not be entitled to compensation for any Additional Services performed without a written amendment to include the Additional Services in this Agr eement. If Consultant believes that services that it is directed to perform by City are not included in Section (1), “Scope of Services,” Consultant will promptly notify the City in writing of the basis for this belief. If the City agrees that the subject services are not included in Section (1), “Scope of Services,” the Parties will promptly execute a writing to authorize the services as Additional Services for mutually agreed-upon additional compensation. Except as otherwise specified in the written authorization, all Additional Services are subject to the same terms and conditions as all Services under this Updated: 2/23 Page 4
Agreement, including, billing, record -keeping, reporting, insurance, indemnity, and compliance with all applicable laws and standards.
(4) Effective Date and Term. The term of this Agreement (“Term”) begins on the Effective Date set forth above, and expires on June 30, 2026. If the Term expires later than the end of the City’s fiscal year, the continuation of the Term into the next fiscal year will be contingent upon the City’s lawful encumbrance or appropriation of new funds for the Agreement.
(5) Assignment and Subcontracting. A substantial inducement to City for entering into this Agreement was, and is, the reputation and c ompetence of Consultant. The assignment or subcontracting of this Agreement by Consultant, or any interest therein, is prohibited without the prior written approval of the City Manager. The City has authorized Consultant to use the following Subconsultants/Subcontractors as specified:
Subconsultant/Subcontractor Name Subconsultant/Subcontractor Services
___________N/A_______________ ______N/A______________________ ____________________________ _______________________________
(6) Independent Contractor Status. It is expressly understood and agreed by the Parties that Consultant, while providing Services pursuant to this Agreement, is an independent contractor and not an employee of the City. Consultant is solely responsible for the means and methods by which it provides the Services. Consultant is solely responsible for all matters relating to the payment of its employees, including compliance with social security, withholding tax and all other laws and regulations governing such matters. Cons ultant is solely responsible for its own acts and those of its agents and employees during the Term of this Agreement. Consultant will not represent, at any time or in any manner, that Consultant is an employee of the City. Consultant will exercise its judgment in recommending to City the methods by which to accomplish City’s objectives and needs. Consultant acknowledges that the City will provide no training. Consultant will provide whatever tools and materials that are nec essary to complete a client engagement.
Consultant is free to accept, and has accepted in the past, other client engagements. Consultant is responsible for purchasing, bringing, providing, and controlling any and all equipment, tools, instruments, etc. ne eded for completion of the Services set forth herein, as well as for maintenance and use of such equipment. It is understood that Consultant is hired on a temporary basis only, and that if the City and/or Consultant desires to continue Consultant’s servic es after expiration of the Term or termination of this Agreement, Consultant must enter into a new agreement.
(7) Billings. Consultant's invoices must include the following information: (a) a brief description of Services performed, including any Additional Services; (b) the date the Services were performed; (c) the number of hours spent and by whom ; (d) the current Agreement not-to- exceed amount; (e) the amount previously billed ; (f) the total paid to date ; (g) the outstanding balance due, if any; (h) the current invoice amount; (i) total amount billed against the Agreement to date; (j) the remaining balance of the not-to-exceed amount; and (k) the Consultant’s signature.
Except as specifically authorized by City, Consultant will not bill City for duplicate Services performed by more than one person. Consultant may not submit any billing for an amount in excess of the maximum amount of compensation authorized in Sections (2) and (3) , above .
Consultant is solely responsible for its office and overhead costs , including furniture and equipment rental, supplies, salaries of employees, telephone calls, postage, advertising, and all other expenses incurred by Consultant in the performance of this Agreement.
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(8) Advice and Status Reporting. Consultant will provide the City with timely reports, orally or in writing, of all significant developments arising during performance of its Services, and provide the City with information as is necessary to enable City to monitor the performance of this Agreement, including statements and data demonstrating the effectiveness of the Services provided in achieving the City’s express goals and objectives. The City may withhold payments otherwise due to Consultant pending timely delivery of all such reports and information.
Consultant will promptly notify the City Manager of any matters that could adversely affect Consultant’s ability or eligibility to continue to provide Services under this Agreement.
(9) Retention of Records. Consultant’s complete files, including all records, employee time sheets, and correspondence pertaining to the Services will be available for review by the City upon request, and copies of pertinent reports and correspondence will be furnished for the City’s files upon request by the City. Consultant will maintain adequate documentation to substantiate all charges for hours and materials charged to City under this Agreement. Consultant will maintain the records and any other records related to the Services or this Agreement and will allow City access to such records for a period of four years after the expiration of the Term or termination of the Agreement. At City’s request, or upon expiration or termination of this Agreement, Consultant will return to City all plans, maps, cost estimates, project financial records, reports, and related documents. All research information, plans, diagrams, financial records, reports, cost estimates or other documents prepared or obtained under the terms of this Agreement will be delivered to and become the property of the City and all data prepared or obtained under this Agreement will be made available, upon request, to the City without restrictions or limitations on their use. This Section (9) will survive expiration of the Term or termination of the Agreement.
(10) Written Reports and Documents. In accordance with Government Code section 7550, if the total compensation paid to Consultant under this Agreement exceeds $5,000, any document or written report prepared by Consultant for or under the direction of City will contain the numbers and dollar amounts of all contracts and subcontracts relating to the preparation of such document or written report. The contract and subcontract numbers and dollar amounts shall be contained in a separate section of such document or written report. When multiple documents or reports are the subject or product of this Agreement, the disclosure section may also contain a statement indicating that the total contract amount represents compensation for multiple documents or reports.
(11) Record and Fiscal Control System. Consultant will maintain its financial records and fiscal control systems in a commercially reasonable manner. Consultant will maintain personnel and payroll records to adequately identify the source and application of all received funds; withhold income taxes; pay emplo yment taxes (including Social Security), unemployment compensation, worker's compensation and other taxes as may be due . Consultant will maintain an effective system of internal control to assure that funds provided through the City are used solely for authorized purposes.
(12) Access to Records; Audits . The City will have access at any time during normal business hours and as often as necessary to any bank account and books, records, documents, accounts, files, reports, and other property and papers of Consultant relating to the Services to be provided under this Agreement for the purpose of making an audit, review, survey, examination, excerpt or transcript.
(13) Consultant’s Testimony. Unless the Services include serving as an expert witness, Consultant agrees to consult with City and testify at City’s request at no additional cost other than Updated: 2/23 Page 6
normal witness fees if litigation is brought against City in connection with Consultant ’s Services.
This Section (12) will survive expiration of the Term or termination of the Agreement.
(14) Assignment of Personnel . Consultant will only assign competent and qualified personnel to perform the Services. If City asks Consultant to remove a person assigned to the Services, Consultant agrees to do so immediately regardless of the reason, or the lack of a reason, for City's request.
(15) Insurance. Before it may begin performing Services under this Agreement, Consultant must procure and provide proof of the insurance coverage and endorsements required by this Section in the form of certificates and endorsements acceptable to City. The required insurance must cover the activities of Consultant and its subconsultants or subcontractors relating to or arising from the performance of the Services, and must remain in full force and effect at all times during the Term of the Agreement. All required insurance must be issued by a company licensed to do business in the State of California, and each such insurer must have an A.M. Best’s financial strength rating of “A” or better and a financial size rating of “VII” or better. If Consultant fails to provide any of the required coverage in full compliance with the requirements of this Agreement, City may, at its sole discretion and in addition to any other remedies, purchase such coverage at Consultant’s expense and deduct the cost from payments due to Consultant, suspend performance of the Services under the Agreement, or terminate Consultant for default. The procurement of the required insurance will not be construe d to limit Consultant’s liability under this Agreement or to fulfill Consultant’s indemnification obligations under this Agreement. If coverage limits carried by Consultant exceed the minimum limits specified below, the higher limits will be deemed to be required by this Agreement.
A. Policies and Limits . Consultant must procure and maintain the following insurance policies and limits at all times during the Term of this Agreement:
1. Commercial General Liability Insurance (“CGL”): The CGL policy must be issued on an occurrence basis, written on a comprehensive general liability form (CG 00 01), and must include coverage for liability arising from the operations of Consultant or its subconsultants or subcontractors in the performance of the Services, including products and completed operations, property damage, bodily injury and personal and advertising injury with limits of at least $2,000,000.00 per occurrence. The CGL coverage may be arranged under a single policy for the full limits required or by a combination of underlying policies with the balance provided by excess or umbrella policies, provided each such policy complies with the requirements set forth herein.
2. Automobile Liability: The automobile liability policy must provide coverage of at least $1,000,000.00 combined single-limit per accident for bodily injury, death or property damage.
3. Workers’ Compensation Insurance and Employer’s Liability: If the Consultant has employees, t he policy must comply with the requirements of the California Workers’ Compensation Insurance and Safety Act, providing coverage of at least $1,000,000.00, or as otherwise required by law.
4. Professional Liability: The professional liability insurance policy must insure against the Consultant’s errors and omissio ns in the provision of Services under this Agreement, in an amount not less than $1,000,000.00 combined single limit.
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Any deductible or self-insured retention may not exceed $50,000. The professional liability policy must include prior acts coverage suffic ient to cover all Services provided by the Consultant for this Agreement, and the coverage must continue in effect for five years following final payment to Consultant. The following provisions apply if the professional liability policy is written on a claims-made form:
a. The retroactive date of the policy must be shown and must be on or before the Effective Date of the Agreement.
b. The insurance must be maintained and evidence of insurance must be provided for a continuous period of at least five years following expiration of the Term or termination of the Agreement, whichever occurs first.
c. If the coverage is canceled or not renewed and is not replaced with another claims-made policy form with a retroactive date that is on or before the Effective Date of this Agreement, Consultant must provide extended reporting coverage for a minimum of five years following expiration of the Term or termination of the Agreement, whichever occurs first. The City has the right to procure, at Consultant’s cost, any extended reporting provisions of the policy if the Consultant cancels or fails to renew the coverage.
d. A copy of the claim reporting requirements must be submitted to the City before Consultant may begin performing Services under this Agreement.
B. Required Endorsements. The insurance provided by Consultant must include the following endorsements as specified below. The endorsements must be executed by a person authorized to bind the issuing insurer. The endorsements are to be provided on forms provided, specified, or approved by the City. As an alternative to the City’s forms, the Consultant’s insurer(s) may provide complete copies of all required insurance policies, including endorsements.
1. Additional Insured Endorsements : The General Liability a nd Automobile Liability policies are to contain, or be endorsed to contain, the following provisions:
a. The City, its office rs, officials, employees, and volunteers (“Additional Insureds”) will be covered as additional insureds with respect to all covered liability. This must be provided in the form of an additional insured endorsement to the Consultant’s insurance policy, using form CG 20 10 11 85, forms CG 20 10 10 01 and GC 20 37 10 01, or equivalent approved by the City. For design professionals form CG 20 07 may be used.
Alternatively, the additional insured endorsement may be provided as a separate owner’s policy that complies with all of the requirements set forth in this Section 15.
b. The inclusion of more than one insured will not operate to impair the rights of one insured against another, and the policies will apply as though separate policies have been issued to each of the Additional Insureds. c. The insurance provided by the Consultant is primary and no insurance or self-insurance held or owned by any of the Additional Insureds may be called upon to contribute to a loss or defense.
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d. Any failure by Consultant to comply with the reporting requirements for a policy will not affect nor abridge the coverage provided for any Additional Insureds.
e. The coverage or endorsement will not contain any limitations on the scope of protection available to the Additional Insureds.
2. Notice: Each insurance policy require d by this clause must provide or be endorsed to state that coverage will not be reduced, canceled, or allowed to expire without at least 30 days written notice to the City, unless due to non -payment of premiums, in which case 10 days written notice is required.
3. Waiver of Subrogation: Each required policy must include an endorsemen t providing that the insurer will waive any right of subrogation it may have against the City. Consultant hereby agrees to waive subrogation which any insurer of Consultant may acquire from Consultant by virtue of the payment of any loss.
C. Deductibles and Self -Insured Retentions . Any deductibles or self -insured retentions for the required insurance policies are subject to prior approval by the City Manager .
Before beginning performance of the Services, Consultant must disclose the amounts of the deductibles and self-insured retentions that apply to the required policies . If the City Manager determines that the deductible or self -insured retention for any required policy is unacceptably high, at the option of City, (1) the insurer must reduce or eliminate the deductible or self-insured retention with respect to the Additional Insureds, or (2) the Consultant must provide a bond or financial guarantee satisfactory to the City guaranteeing payment of losses and related investigations, claim administration, and defense expenses. During the Term of this Agreement, Consultant may not increase any deductibles or self -insured retentions wi th respect to the Additional Insureds, without the prior written consent of the City Manager. The City Manager may condition such consent upon the Consultant procur ing a bond or financial guarantee that is satisfactory in form to the City, guaranteeing payment of losses and related investigations, claim administration, and defense expenses.
D. Subconsultants or Subcontractors. Consultant must ensure that each subconsultant or subcontractor is required to maintain the same insurance coverage required for Consultant under this Section (15), with respect to its performance of Services, including the required endorsements. Consultant must confirm that each subconsultant or subcontractor has complied with these insurance requirements before the subconsultant o r subcontractor is permitted to begin Services under this Agreement. Upon request by the City, Consultant must provide certificates and endorsements submitted by each subconsultant or subcontractor to prove compliance with this requirement. The insurance r equirements for subconsultants or subcontractors do not replace or limit the Consultant insurance obligations.
(16) Indemnification. The terms and conditions set forth in subsection 16(A), below, are applicable to this Agreement if the Services to be provided by Consultant are not “design professional” services as used and defined in Civil Code section 2782.8 (architect, landscape architect, engineering, or land surveyor services). The terms and conditions set forth in subsection 16(B), below, are applicable to this Agreement if the Services to be provided by Consultant are “design professional” services as used and defined in Civil Code section 2782.8 (architect, landscape architect, engineering, or land surveyor services).
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A. Indemnification by Non-Design Professionals. Consultant shall, to the fullest extent permitted by law, indemnify, defend (with counsel acceptable to the City) and hold harmless City, and its employees, officials, volunteers and agents ("Indemnified Parties") from and against any and all losses, claims, damages, costs and liability of every nature arising out of or resulting from the performance of this Agreement by Consultant, its officers, employees, agents, volunteers, subcontractors or sub-consultants, excepting only liability arising from the sole negligence, active negligence or willful misconduct of City. Liabilities subject to the duties to defend and indemnify include, without limitation, all claims, losses, damages, penalties, fines, and judgments; associated investigation and administrative expenses; defense costs, including but not limited to reasonable attorneys’ fees; court costs; and costs of alternative dispute resolution.
1. The duty to defend is a separate and distinct obligation from the Consultant’s duty to indemnify. The Consultant shall be obligated to defend, in all legal, equitable, administrative, or special proceedings, with counsel approved by the City, the City and its directors, officers, and employees, immediately upon tender to the Consultant of the claim in any form or at any stage of an action or proceeding, whether or not liability is established. An allegation or determination of comparative active negligence or willful misconduct by an Indemnified Party does not relieve the Consultant from its separate and distinct obligation to defend City . The obligation to defend extends through final judgment, including exhaustion of any appeals. The def ense obligation includes an obligation to provide independent defense counsel if the Consultant asserts that liability is caused in whole or in part by the negligence or willful misconduct of an Indemnified Party. If it is finally adjudicated that liabili ty was caused by the sole active negligence or sole willful misconduct of an Indemnified P arty, Consultant may submit a claim to the City for reimbursement of reasonable attorneys’ fees and defense costs.
2. In the event that Consultant or any employee, agent, subconsultant or subcontractor of Consultant providing services under this Agreement is determined by a court of competent jurisdiction or the California Public Employees Retirement System ( “PERS”) to be eligible for enrollment in PERS as an employe e of City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, subconsultants or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.
3. The review, acceptance or approval of the Consultant’s Services or work product by any Indemnified Party shall not affect, relieve or reduce the Consultant’s indemnification or defense obligations. The provisions of this Section are not limited by and do not affect the provisions of this Agreement relating to insurance.
4. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply.
5. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and that it is a material element of consideration, and that these provisions survive the termination of this Agreement.
B. Indemnification by Design Professionals . Consistent with California Civil Code section 2782.8 (“section 2782.8”), when the Services to be provided under this Agreement are Updated: 2/23 Page 10
to be performed by a “design professional, ” as that term is defined under section 2782.8, Consultant shall, to the fullest extent permitted by law, indemnify, defend and hold harmless City, and its employees, officials, volunteers and agents (“Indemnified Parties”) from and against any and all loss es, claims, damages, costs and liability of every nature , including reasonable attorneys’ fees and costs, to the extent caused in whole or in part by any negligence, recklessness, or willful misconduct of Consultant, its officers, employees, agents, subconsultants or subcontractors in performance of the Services under this Agreement, but excluding the sole or active negligence or willful misconduct of one or more of the Indemnified Parties. Defense costs shall not e xceed Consultant’s proportionate percentage of fault, except as set forth in section 2782.8.
1. In the event that Consultant or any employee, agent, subconsultant or subcontractor of Consultant providing services under this Agreement is determined by a court of competent jurisdiction or the California Public Employees Retirement System ( “PERS”) to be eligible for enrollment in PERS as an employee of City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, subconsultants or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.
2. The review, acceptance or approval of the Consultant’s Services or work product by any Indemnified Party shall not affect, relieve or reduce the Consultant’s indemnification or defense obligations. The provisions of this Section are not limited by and do not affect the provisions of this Agreement relating to insurance.
3. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply.
4. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and that it is a material element of consideration, and that these provisions survive the termination of this Agreement.
(17) Licenses. If a license of any kind, which term is intended to include evidence of registration, is required of Consultant, its employees, agents, or subcontractors by federal or state law, Consultant warrants that such license has been obtained, is valid and in good standing, and Consultant shall keep it in effect at all times during the Term of this Agreement, and that any applicable bond has been posted in accordance with all applicable laws and regulations.
Consultant, its subconsultants, and subcontractors, will obtain and maintain a City of San Pablo Business License at all times during the Term of this Agreement.
(18) Employment Practices.
A. Employment of Local Residents. Pursuant to the San Pablo Economic Opportunity Policy, the Consultant and any subcontractors shall contact the San Pablo Economic Development Corporation (“EDC”) at [email protected] or 510-215-3200, at least ten business days prior to hiring or staffing for fulfillment of the Agreement, describing number, duties and qualifications needed for available positions, and shall fairly consider for employment any workers referred by the EDC within three business days. “Local Resident” means an individual having an adjusted household income of less Updated: 2/23 Page 11
than the Area Median Income for Contra Costa County, and domiciled in the City of San Pablo as of the relevant hiring date, with “domiciled” as defined by Section 349(b) of the California Election Code. Discrimination against Local Residents on the basis of their local status is prohibited.
B. Compliance With Law . Consultant represents that it is an Equal Opportunity Employer and shall comply with applicable regulations governing equal opportunity employment. Consultant shall not discriminate in the em ployment of any person because of race, color, national origin, ancestry, physical or mental disability, medical condition, marital status, sex, age, unless based upon a bona fide occupational qualification pursuant to the California Fair Employment and Housing Act. Consultant shall comply with all applicable provisions of the Americans with Disabilities Act of 1990 (“ADA”) in performing its obligations under this Agreement. Failure to comply with the provisions of the ADA shall be a material breach of, and grounds for the immediate termination of, this Agreement . In performing Services and providing services under this Agreement, Consultant shall, at its sole cost and expense, comply with all applicable laws of the United States and the State of California; the Ordinances of the City of San Pablo; and the rules, regulations, orders , and directions of their respective administrative agencies and the officers thereof.
(19) Local Subcontracting – Outreach. Consultant shall contact the EDC at [email protected] or 510 -215-3200) at least two weeks prior to any subcontract award, providing notice and details regarding subcontracting opportunity. The EDC shall notify qualified local businesses of subcontracting opp ortunities, and provide technical assistance to qualified local businesses during the subcontracting bidding process.
(20) Termination.
A. Termination for Convenience . City may terminate this Agreement at its sole discretion at any time prior to expiration of the Term or completion by the Consultant of the Services required hereunder. Notice of termination of this Agreement shall be given in writing to the Consultant, and shall be sufficient and complete when same is deposited in the United States Mail, postage prepaid and certified, address as set forth below in Section ( 21), “Notices.” The Agreement shall be terminated upon the date set forth in the City’s Notice of Termination. If the City terminates this Agreement, the Consultant shall be compensated for all Services satisfactorily performed prior to the time of receipt of cancellation notice, and shall be compensated for materials ordered by the Consultant or its employees, or services of others ordered by the Consultant or its employees, prior to receipt of notice of cancellation whether or not such materials or final instruments of service of others have actually been delivered, provided that the Consultant or its employees are not able to cancel such orders for materials or services of oth ers.
Compensation for the Consultant in the event of cancellation shall be determined by City in accordance with the percentage of Services completed and agreed to by the Consultant. In the event of cancellation, all notes, sketches, computations, drawings, and specifications or other data, whether complete or not, remain the property of the City. The City may make copies or extract information from any such notes, sketches, computations, drawings, and specifications, or other data whether complete or not.
B. Termination for Cause. City may terminate this Agreement for cause by providing Consultant with one day’s written notice of such termination if Consultant violates any of the terms and conditions of this Agreement. In City’s discretion and at City’s option, such termination for cause may alternatively be accomplished, where Consultant fails to perform any of the obligations Updated: 2/23 Page 12
required of Consultant within the time and in the manner provided for under the terms of this Agreement, within seven days after receipt of the notice of such default. Upon City's termination of this Agreement for cause, City reserves the right to complete the Services by whatever means City deems expedient and the expense of completing such Services, as well as any and all damages to the extent caused by the negligent acts, intentional acts or errors or omissions of the Consultant, shall be charged to the Consultant.
C. Immediate Termination. City may terminate this Agreement immediately in any case where the Consultant engages in fraudulent or criminal activities while performing the Services, or is otherwise determined to lack the necessary skills to accomp lish the desired objectives.
(21) Ownership of Materials . Any and all documents, including draft documents where completed documents are unavailable, or materials prepared or caused to be prepared by Consultant pursuant to this Agreement shall be the property of the City at the moment of their completed preparation. All materials and records of a preliminary nature such as survey notes, sketches, preliminary plans, computations and other data, prepared or obtained in the performance of this Agreement, shall be made available, upon request, to City at no additional charge and without restriction or limitation on their use consistent with the intent of the original design.
(22) Amendments. This Agreement may be modified or amended only by a written document executed by both Consultant and City's City Manager and approved as to form by the City Attorney. Such document shall expressly state that it is intended by the Parties to amend the terms and conditions of this Agreement.
(23) Abandonment by Consultant. In the event the Consultant ceases performing Services under this Agreement or otherwise abandons the Agreement prior to completing all of the Services, Consultant shall, without delay, delive r to City all materials and records prepared or obtained in the performance of this Agreement, and shall be paid for the reasonable value of the Services performed up to the time of cessation or abandonment, less a deduction for any damages or additional expenses which City incurs as a result of such cessation or abandonment.
Consultant agrees to be financially responsible and to compensate City for any costs incurred by City in retaining the services of another to replace Consultant, but only to the extent that the costs of retaining the replacement exceed what remaining amounts would have been paid to Consultant under the Agreement had Consultant completed the Services.
(24) Waiver. The waiver by either Party of a breach by the other of any provision of this Agreement shall not constitute a continuing waiver or a waiver of any subsequent breach of either the same or a different provision of this Agreement.
(25) No Third -Party Rights . The Parties do not intend to create rights in, or to grant remedies to, any third party as a beneficiary of this Agreement or of any duty, covenant, obligation, or undertaking established herein.
(26) Severability. Should any part of this Agreement be declared by a final decision by a court or tribunal of competent jurisdiction to be unconstitutional, invalid, or beyond the authority of either Party to enter into or carry out, such decision shall not affect the validity of the remainder of this Agreement, which shall continue in full force and effect, provided that the remainder of this Agreement, absent the unexcised portion, can be reasonably interpreted to give effect to the intentions of the Parties.
Updated: 2/23 Page 13
(27) Compliance with Laws. In the performance of this Agreement, Consultant shall abide by and conform to any and all applicable laws of the United States, the State of California, and City ordinances. Consultant warrants that all Services done under this Agreement will be in compliance with all applicable safety rules, laws, statutes and practices, including but not limited to Cal/OSHA regulations.
(28) Controlling Law and Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of Cali fornia, and venue for any legal action arising from or relating to this Agreement will be in the Superior Court of Contra Costa County, and no other place. Consultant hereby waives the removal provisions of Code of Civil Procedure section 394.
(29) Breach. In the event that Consultant fails to perform any of the Services described in this Agreement or otherwise breaches the Agreement, City shall have the right to pursue all remedies provided by law and equity. Neither payment by the City nor performance by Consultant shall be construed as a waiver of either Party's rights or remedies against the other. Failure to require full and timely performance of any provision, at any time, shall not waive or reduce the right to insist upon complete and timely performance of such provision thereafter. In the event of any suit, action or proceeding brought by either Party for breach of any term hereof or to enforce any provision hereof, the prevailing party shall be entitled to recover its reasonable attorney’ s fees.
(30) Inspection by Other Agencies . Authorized representatives of the Federal Government, the California Department of Transportation, or other government agencies which provide grant funding (if any) for this Agreement and the City have the right to inspect Consultant’s performance of the Services, files, and work product.
(31) Conflict of Interest. Consultant warrants and covenants that Consultant presently has no interest in, nor shall any interest be acquired in, any matter which will render the services required under the provisions of this Agreement a violation of any applicable state, local, or federal law. In the event that any conflict of interest should nevertheless arise, Consultant shall promptly notify City of the existence of such conflict of interest so that the City may determine whether to terminate this Agreement. Consultant furth er warrants its compliance with the Political Reform Act (Gov. Code section 81000 et seq.) respecting this Agreement. Where City Manager determines, based on facts provided by City staff, that Consultant meets the criteria of section 18701 of the FPPC regu lations, the individual providing services under this Agreement shall be considered a “designated employee” under the City’s conflict of interest code, and shall be required to complete FPPC Form 700 regarding his or her economic interests in a timely manner.
(32) Copyright. Upon City's request, Consultant shall execute appropriate documents to assign to the City the copyright to work created pursuant to this Agreement. The issuance of a patent or copyright to Consultant or any other person shall not affect City's rights to the materials and records prepared or obtained in the performance of this Agreement. City reserves a license to use such materials and records without restriction or limitation consistent with the intent of the original design, and City shall not be required to pay any additional fee or royalty for such materials or records. The license reserved by City shall continue for a period of fifty years from the Effective Date unless extended by operation of law or otherwise.
(33) Whole Agreement . This Agreement constitutes the entire understanding and agreement of the parties. This Agreement integrates all of the terms and conditions mentioned Updated: 2/23 Page 14
herein or incidental hereto and supersedes all negotiations or previous agreements between the Parties with respect to all or any part of the subject matter hereof. (34) Authority of Parties. Each of the signatories to this Agreement warrants that he or she has the authority to enter into and execute this Agreement and to bind the entity or entities on whose behalf they sign.
(35) Counterparts. This Agreement may be executed in duplicate counterparts. (36) Multiple Copies of Agreement . Multiple copies of this Agreement may be executed but the parties agree that the Agreement on file in the office of the City Clerk is the version of the Agreement that shall take precedence should any differences exist among counterparts of the document.
(37) Notices. Notices required by this Agreement shall be personally delivered or mailed, postage prepaid, as follows:
To Consultant:
To the City:
4LEAF, Inc.
Attn: Mike Leontiades
2126 Rheem Drive
Pleasanton, CA 94588
City Manager, City of San Pablo
San Pablo City Hall
1000 Gateway Avenue
San Pablo, CA 94806
Each Party shall provide the other Party with telephone and written notice of any change in address as soon as practicable. Notices given by personal delivery shall be effective immediately.
Notices given by mail shall be deemed to have been delivered forty-eight hours after having been deposited in the United States mail.
(38) Federal Funding Requirements (if applicable). If this Agreement is subject to federal funding, in whole or in part, it must comply with the uniform federal award procurement requirements set forth in 2 CFR §§ 200.318 – 200.327, as may be amended from time to time, and contain the applicable provisions described in Appendix II to Part 200 – Contract Provisions for non-Federal Entity Contracts Under Federal Awards, which are attached to this Agreement as Exhibit C. In the event of a conflict or inconsistency between Exhibit C, Exhibit D, if applicable, and this Agreement, Exhibit C will control. ___ This Agreement is subject to federal funding. See Exhibit C. __X_ This Agreement is not subject to federal funding.
(39) Caltrans Funding Requirements (if applicable). If this Agreement is for architectural and/or engineering services subject to reimbursement or funding, in whole or in part, by Caltrans and administered under the Local Assistance Procedures Manual (“LAPM”), it must include the provisions set forth in Exhibit D, Mandatory Fiscal and Federal Provisions for Architectural and Engineering Consultant Contracts Subject to Caltrans Funding. In the event of any conflict or inconsistency between Exhibit D and this Agreement, Exhibit D will control. __ This Agreement is subject to funding by Caltrans. See Exhibit D.
Updated: 2/23 Page 15
_X_ This Agreement is not subject to funding by Caltrans.
IN WITNESS WHEREOF, Consultant has executed this Agreement, and the City, by its City Manager, who is authorized to do so, has executed this Agreement.
APPROVED AS TO FORM: CITY OF SAN PABLO
A Municipal Corporation
By _______________________________ By ___________________________________ Teresa L. Stricker, City Attorney Matt Rodriguez, City Manager
Dated: _______________________________
4LEAF, INC.
By ___________________________________
Kevin Duggan, President
Dated ________________________________
ATTEST:
By _______________________________ Dated ________________________________ Dorothy Gantt, City Clerk
Attachments:
Exhibit A: Consultant’s Proposal, dated 4/5/2023
Updated: 2/23 Page 16
Exhibit A
Consultant’s Proposal dated 4/5/2023
2126 Rheem Drive Pleasanton, CA 94588 Phone (925) 462-5959 EngineeringCode Enforcement Inspection Plan Check Planning City of San Pablo
Community Development Department
1000 Gateway Avenue
San Pablo, CA 94806
Attn: Michelle Chavez, Administrative Secretary
April 3, 2023
RE: Qualifications to Provide On-Call Professional Consulting Services.
Dear Ms. Chavez,
4LEAF, Inc. (4LEAF) is pleased to present our qualifications to provide On-Call Professional Consulting Services to the City of San Pablo (City). 4LEAF has been providing these services to approximately 350 agencies throughout the country for more than 22 years and is looking forward to the opportunity of extending our current services with the City and potentially providing new scopes. 4LEAF is the ideal choice for the following reasons:
Local& Familiar Consultant
Since 2019, 4LEAF has worked with the City to provide services such as Building Inspection, Plan Check, and Permit Support. As such, we are familiar with the City’s processes, staff, and location and can adapt our staff to the City’s project with ease. Additionally, we work with many local municipalities providing a full range of services and have a regional office in the City of Pleasanton with the local personnel available to service the City’s project and staffing needs. We are supplying services to public agencies throughout California, including Bay Area municipalities including, but not limited to:
City of Richmond
City of Pittsburg
City of Oakland
City of Pinole
• City of El Cerrito
• City of Vallejo
• City of Concord
• City of Pleasant Hill
City of Walnut Creek
City of Sausalito
County of Contra Costa
County of Alameda
Full-Service Firm
As a full-service firm, 4LEAF can provide departmental services to aid with high project workloads that require additional staff assistance. We provide jurisdictions with Plan Review, Inspection, Code Enforcement, Planning, Fire, and Public Works services and we have the qualified staff available to serve the City with remote, on-site, part-time, or full-time project needs. Our services include:
o Plan Review: 4LEAF is an industry leader in Plan Review services and has a team of Structural Engineers, Accessibility Specialists, and Mechanical/Electrical/Plumbing/Fire Plans Examiners. We provide courier services that guarantee less than 24-hour pickup and delivery of all plan reviews performed off-site, and we also offer electronic and expedited plan review services upon request. o Inspection: We have over 200 inspectors on staff who specialize in Residential, Commercial, Industrial, Energy, Fire, ADA, Solar, and Public Works projects. We have a track record of providing inspectors as-needed for long- or short-term projects, including one day assignments to cover staff training, sick days, vacation days, or spikes in permit activity. o Planning: We have been aggressively advancing our Planning Division over the past few years.
We have staff ranging from Planning Technicians to Principal Planners with specialties including Housing Policy, Entitlements, CEQA, and Current- and Long-Range Planning. 2126 Rheem Drive Pleasanton, CA 94588 Phone (925) 462-5959 EngineeringCode Enforcement Inspection Plan Check Planning o Code Enforcement: 4LEAF staff have the experience working with property owners and other other responsible parties to bring properties and conditions into compliance. Our Code Enforcement team is skilled in using processes including issuing administrative citations to establish whether violations of law exist on a property and ensuring compliance. o Public Works: As one of our earliest provided scopes, 4LEAF has more than 22 years of experience providing Construction Management and Inspection services. Our team can manage and inspect projects such as street pavement reconstruction and rehab, underground utilities, roadway and streetscape improvements, building and facility improvements, and parks. o Fire:Our team is comprised of Fire Protection Engineers, Fire Plans Examiners, Fire Marshals, and other experts who specialize in Fire Life Safety Plan Review, Inspection, and Disaster Recovery. In addition, we manage and staff five major fire recovery programs in Sonoma County, the Town of Paradise, Santa Cruz County, Ventura County, City of Malibu, and Jackson County, OR.
Leadership
The contract with the City of San Pablo will be managed by Mike Leontiades, CBO. Mike is a proven successful leader with over 40 years of construction skills and knowledge, plus 16 years of direct experience in local government. Mike is self-motivated and driven to provide excellent customer service delivery and is proficient at coordinating and leading teams to benefit mutual growth and success. Mike is a valuable team member and skilled Project Manager who will dedicate his time and resources to fulfilling the project needs communicated by the City.
Contact
ProjectManager/
Directorof Operations Principal 4LEAF
Headquarters
Mike Leontiades, CBO
Office: (925) 462-5959
Mobile: (925) 680-8842
Email:[email protected]
Kevin J. Duggan
Office: (925) 462-5959
Mobile: (925) 250-7602
Email:[email protected]
2126 Rheem Drive
Pleasanton, CA 94588
Office: (925) 462-5959
Website: 4LEAFINC.COM
We appreciate this opportunity to present our qualifications. Should you have any questions, please do not hesitate to reach out using the contact information above.
Respectfully submitted,
Mike Leontiades, CBO
Project Manager/Director of Operations
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 2: Profile of the Firm
April 5, 2023
SECTION 2: PROFILE OF THE FIRM
4LEAF, Inc. (4LEAF) is a California “C” Corporation that was established in 1999 and incorporated in 2001. Our extensive team of professionals are fully equipped with training and experience to provide complete Community Development Department services including code enforcement, plan check, CASp, inspection, permit technician assistance, professional development training, and other related professional and technical services. Our goal is to set the industry standard for excellent customer service, and we have grown to more than 400 personnel throughout California, Washington, Oregon, Nevada, and New England. We are able to serve any full-time or part- time need the City may have, regardless of scope and duration and without the use of subconsultants.
Management Team
PM/Director of Operations: Mike Leontiades, CBO
Phone: (925) 680-8842
Email: [email protected]
Director of Development Services Craig Tole
Phone (925) 580-4055
Email: [email protected]
Director of Jurisdictional Services: Raylee Glasser, CBO Phone: (925) 708-4209
Email: [email protected]
Director of Code Enforcement: Ceci Muela
Phone: (707) 479-9883
Email: [email protected]
Director of Fire & Recovery: Mike Renner, CBO
Phone: (925) 785-3581
Email: [email protected]
Director of Planning: Daniel Hortert, AICP
Phone: (925) 708-4209
Email: [email protected]
Office Locations
Pleasanton (Headquarters)
2126 Rheem Drive
Pleasanton, CA 94588
Sacramento
8896 North Winding Way
Fair Oaks, CA 95628
Newport Beach
5140 Birch St., Second Floor
Newport Beach, CA 92660
San Bernardino
424 E. Vanderbilt Way, Suite A
San Bernardino, CA 92408
San Diego
402 West Broadway, Suite 400
San Diego, CA 92101
Santa Cruz
701 Ocean Street
Santa Cruz, CA 95060
Washington
1201 Pacific Avenue, Suite 600
Tacoma, WA 98402
4LEAF Consulting, LLC
125 E. Reno Ave., Suite 3
Las Vegas, NV 89119
New England
132 Central St., Suite 210
Foxboro, MA 02035
Professionals
Title #of Staff Title # of Staff
ICC Certified Plans Examiners 40+ ICC Certified Inspectors & IORs 200+ ICC Certified Building Officials 40+ Registered Architects 5 Registered Engineers (PE, SE) 20+ ICC Permit Technicians 40+ Code Enforcement Staff (PC832) 25+ CASp 7
Construction Managers/Inspectors 40+ Fire Plans Examiners & Inspectors30+ Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 2: Profile of the Firm
April 5, 2023
Mission
4LEAF strives to be the best firm by providing our clients with outstanding customer service and first-rate services.
We put our philosophy into action by building client relationships and prioritizing the needs of our clients—this has led us to become an industry leader in providing Building & Fire Life Safety Services to both public and private clients. We have worked with municipal departments in the construction, rehabilitation, and repair of public and private buildings and have partnered with design review and preservation boards to determine building improvement criteria and associated project requirements.
We have a depth of experience in working with all types of building structures and have performed Inspection and Plan Review services on more than $50 billion dollars in construction throughout the past 22 years. We have been aggressively expanding our Code Enforcement and Planning Divisions in recent years and have doubled our team of professionals in these areas to further strengthen our project endeavors. 4LEAF’s Code Enforcement staff is dedicated to preserving and enhancing the quality of life for the residents in our client jurisdictions and work toward a goal of resolving problems efficiently and safely. Enforcing and upholding municipal codes (including weed and community preservation, unpermitted construction, unsafe property conditions, hazards to public health, and zoning) is of utmost importance to us. Our Code Enforcement Division endeavors to improve communities through education, cooperation, and responsive enforcement.
We have provided plan review and inspection services for thousands of residential projects, tenant improvements, and complex commercial projects including marijuana facilities office campuses, parking garages, hotels/resorts, transportation facilities, city/county-owned buildings, universities, hospitals, sports arenas, infrastructure, essential service facilities, solar projects, and laboratories. In addition, our team has performed inspections and plan reviews for public and private building structures for compliance with life-safety and Americans with Disabilities Act (ADA) accessibility requirements.
We have a proven track record of reviewing and inspecting projects of all sizes and complexities including:
TypeBCommercialConstruction RefineryFacilities Laboratories City/County-Owned Facilities Site Work Power & Energy
Large Campuses Waterfront Marijuana Facilities
Fire Recovery Services Multi-Family Projects Military Projects Stadiums/Arenas Healthcare Facilities Essential Service Facilities Commercial Office Parks Transportation Facilities Detention Facilities Mixed-Use Experience
4LEAF is uniquely qualified to work on mixed-use projects of any size. Our team completed the Plan Review and Project Inspections for the entire $2.6 billion Wynn Casino project on behalf of the City of Everett, MA where we comprised a team of Building Inspectors, Plans Examiners, and Permitting Specialists.
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 2: Profile of the Firm
April 5, 2023
4LEAF also provided the Plan Review and Inspection services for the $6 billion Apple Campus 2 Corporate Headquarters in the City of Cupertino, CA, Tiverton Casino Development located in the Town of Tiverton, RI and the South of Tioga project located in the City of Sand City, CA.
We have the resources to deploy staff to any state and as you can see in the limited examples listed above, we have provided services all over the country. Our team is well-equipped and qualified to perform services for any project and in any location. By choosing 4LEAF, you are choosing a company that prides itself on quality work, top- notch customer service, experienced staff, and a multitude of project experience. Please review our scope of services and project examples in the sections that follow to gain more understanding about our firm and how we can help achieve the City’s project goals.
Snapshot of Services
Building/Code Enforcement Fire Planning
Leed Accredited Professionals
Inspectors of Record
Program Analysis & Studies
Correcting Code Deficiencies
Investigating Complaints
Violation Issuance
Jurisdictional Inspectors
ICC-certified Plan Reviewers
Certified Accessibility Specialists
ICC-certified Building Officials
Complete Building Dept. Services
On- and Off-Site Plan Review
Property Condition Surveys
Industrial, Energy, & Solar Plan
Review and Inspections
Compliance for Site Access Reqs.
Compliance for Fire Flow Reqs.
Review of Fire Prevention,
Suppression, and Detection Systems
Code Compliance for Sprinkler,
Standpipe, Alarm, Notification
Systems, and Fire Pump
Hazardous Occupancies, High Piled
Storage, and Smoke Control Systems
Review of Alternate Means
Review of Methods Requests
Annual Business Inspections
Complete Fire Prevention Services
Fire Alarm/Sprinkler Inspections
Hazardous Materials Inspections
Current and Long-Range
Phase I & II Environmental Assmnts.
CEQA Review
Initial Studies
Environmental Impact Reports (EIR)
Emer. Ordinance & Policy Drafting
Review for Rebuilds & Temp. Housing
Housing & Safety Elements
Site Inspections
Application Processing
Developing Submittal Forms
Property Research
Land Use Applications
Design Review
Cannabis Regulations
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 3: Personnel
April 5, 2023
SECTION 3: PERSONNEL
As your consultant, 4LEAF understands that our role is to advocate on behalf of City of San Pablo and represent the City’s best interests. 4LEAF’s team will function as an extension of your staff, seamlessly integrating with the personnel and practices established by the City while adding the perspective and expertise that only 4LEAF can offer. Our goal, which we have successfully accomplished on previous clients’ projects, is to integrate our staff with yours and be accepted as an essential part of the City. Our team includes:
Mike Leontiades, CBO – Director of Operations/Project Manager Mike is a successful leader with over 40 years of construction skills and knowledge, plus 16 years of direct experience in local government as the former Building Official for the Town of Danville. Mike is a communicative leader who is driven to provide excellent customer service and is proficient at coordinating and leading teams to benefit mutual growth and success. As a Chief Building Official, Mike demonstrates the ability to build and maintain strong relationships with all public contacts, design professionals, elected officials, and property owners. Mike will assist the City with addressing contractual details, project needs, and staff placements.
Office - (925) 462-5959 | Cell - (925) 680-8842 | Email - [email protected] Ceci Muela – Director of Code Enforcement
Cecilia is a Code Enforcement expert with over 14 years of experience in the field and has served in the capacities of Assistant Chief Building Official, Code Enforcement Supervisor, and Building Inspector for multiple California public agencies. Cecilia is a national code enforcement trainer for state, national, and international code enforcement organizations.
Cecilia is skilled in Code Compliance, Government, Emergency Management, Law Enforcement, Disaster Response, and Substandard Housing. Cecilia founded the Women Leaders in Code Enforcement Symposium (WLCE), which was created to promote a supportive learning environment for women in the building industry. She will work with the City to provide Code Enforcement staffing needs.
Office - (925) 462-5959 | Cell - (707) 479-9883 | Email - [email protected] Craig Tole – Director of Development Services
Craig has been the Director of the 4LEAF’s Development Services team for the past 17 years under the supervision of the Vice President of Engineering and the company President. Among Craig’s responsibilities include the day-to-day contact with many of 4LEAF’s clients in the Building & Safety, Engineering, and Construction Management industries. Craig has successfully managed a multitude of inspection projects ranging from $1 million to $6 Billion. Craig also manages numerous Building Department clients and is responsible for recruiting, qualifying, and placing staff throughout the organization. Craig can assist the City with staffing requests and handle contractual details.
Office - (925) 462-5959 | Cell - (925) 580-4055 | Email - [email protected]
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 3: Personnel
April 5, 2023
Michael Renner, CBO – Director of Fire & Recovery Services Michael is a highly experienced ICC-certified Building Official with extensive administration and management experience. He has successfully guided Development Department staff in inspection and plan review through all phases of complex and capital-intensive projects for municipalities throughout the country. He is experienced utilizing Development Department permitting software and directing all departmental responsibilities including plan review, multi-discipline inspections, office and field supervision, regulatory compliance, code interpretation, and project acceptance. Michael is committed to serving the needs of our clients through strong leadership and an effective collaborative approach.Michael will assist with Fire related staff augmentation requests.
Office - (925) 462-5959 | Cell - (925) 785-3581 | Email - [email protected] Raylee Glasser, CBO – Director of Jurisdictional Services Raylee is an ICC Certified Building Official, Residential Building/Fire/Plumbing Inspector, Plans Examiner, and Permit Technician with ICC. With 18+ years of Municipal Building Department experience, Raylee has promoted throughout the ranks of the Building Department from Permit Technician to Permit Center Manager, and now Building Official. Raylee helped implement the use of three different Building Department Software systems including iWorQ with the cities of Half Moon Bay, Pacific Grove, Greenfield, Sand City, and San Juan Bautista. Raylee also created 4LEAF’s internal EZPlan Review Portal used by our clients and spearheaded the creation and implementation of our process improvement scope. Raylee can assist the City with Permit Technician and Plan Review project and staff requests.
Office - (925) 462-5959 | Cell - (925) 708-4209 | Email - [email protected] Daniel Hortert, AICP – Director of Planning
Daniel has 30+ years of Planning and Development services experience including 20 as a public servant for municipalities with populations ranging from 3,500 to over 3.5 million. Daniel’s experience covers a range of municipal planning and development functions including Planner, Senior Planner, Planning Manager/Principal Planner, and Department Director for municipal, county, and private sector agencies. He is experienced in land development, construction, community engagement/education, project management, project budget control and oversight, residential, and commercial and industrial site planning. Daniel can assist the City with Planning project and staff augmentation requests.
Office - (925) 462-5959 | Cell - (925) 999-6184 | Email - [email protected]
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 3: Personnel
April 5, 2023
Organization Chart
CONDENSED LIST OF STAFF BY DEPARTMENT
Plan Review Engineers
Melissa Mennucci, S.E.
Beng Low, S.E.
Ali Hekmat, S.E.
Albert Kong, S.E.
Scott Martin, P.E.
Davison Chanda, P.E.
Melissa Bridges, P.E.
. Stephanie Hionis, P.E.
Youseff Abdou, P.E.
Joe Nicolas, P.E.
Code Enforcement
Cecilia Muela
Alfred Fasulo
Anthony Mullins
Kenneth Eckman
Orlando Givens
Nina Hamilton
JorDann Crawford
Milissa Hughes
Plans Examiners
Gary Shimotsu
Sara DeLand
Clarice Shepard
Lowell Brown
Matthew Deihimi
Building Inspectors
Nick Henderson, CBO
Minnie Arredondo, CBO
Peter Lim, CBO
Chris Fowler, CBO
Michael Hosier, CBO
Mark Hoadley
Dean Lovejoy
Greg Johnson
Martin Scott
Kiely Ricardo
Robert Mantia
Christopher Pallares
Don Hutsell
Permit Technicians
Shantelle Fuentes
Caitlin Roeder
Vanessa Morales
Cindy Lucas
Chelsea Serafino
Alyssa Mendoza
Haley Myers
Donna Bassett
Mariah Marsan
Ana Ortiz
Crystal Zamora
Vanessa Mota
Fire Review/Inspection
Kevin Reese
Geoff Aus
Loralyn Davis
Jason Shearer
Thomas Cervantes
John Riddell
Planners
Jane Riley, AICP
Erica Fraser, AICP
Tonya Ward, AICP
Adrianna Ortiz
Shaveta Sharma
Amalia Merino
Aakash Shah
Elizabeth Gagliardi
Waqar Shah
Magda Gonzalez
Luke Lindenbusch
CASp
Doug Martin, CASp
Brent Hipsher, CBO, CASp
David Rashe, CBO, CASp
Scott Wungluck, CASp
Howie Conroy, CBO, CASp
Jerry Thome, CASp
Clay Salzman, CASp
Mike Leontiades, CBO
Project Manager/
Director of Operations
Ceci Muela
Director of Code Enforcement
Craig Tole
Director of Development
Services
Michael Renner, CBO
Director of Fire & Recovery
Services
Raylee Glasser,CBO
Director of
Jurisdictional Services
Daniel Hortert, AICP
Director of Planning Services
More than 200 Additional Staff Available
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Plan Review
April 5, 2023
SECTION 4: SCOPE OFWORK – PLAN REVIEW
PLAN REVIEW SERVICES
4LEAF will provide Plan Review for any and all types of structures to ensure compliance with all adopted codes, local ordinances (including Tier 1 of Cal Green, if required) and State and federal laws that pertain to Building and Safety, and for compliance with the adopted International Code Council (ICC) Building, Plumbing, Electrical, Mechanical, National Fire Protection codes and standards, and the Accessibility and Noise and Energy Conservation requirements as mandated by the State of California Title 24, State of California Water Efficient Landscape Ordinance, the State of California Certified Access Specialist (CASp) compliance, and all other applicable ordinances. We provide these services for project types including Single-Family Dwellings, large Multi- Family Mixed-Use Dwelling Units, Commercial, and Industrial.
Approach
We understand that the specific building plan review responsibilities will include, but are not limited to:
Examining plans, drawings, specifications, computations documents, soils reports, and additional data; Ascertaining whether projects are in accordance with applicable building and fire codes, and City ordinances, including but not limited to Title 24 and Title 25; Performing such reviews as structural, MEP, green building, fire and life safety, grading and drainage; Reviewing plans to ensure conformity to the required strengths, stresses, strains, loads, and stability as per the applicable laws;
Reviewing plans to ensure conformity with use and occupancy classification, general building heights and areas, types of construction, fire resistance construction and protection systems, means of egress, accessibility, structural design, soils and foundations; and masonry; Providing additional plan review services as requested by the City; Conducting all plan review at the City Department or at a site mutually agreed upon in writing, and; Supplying all plan review staff with all code books and other basic professional references.
On- and Off-Site Review
4LEAF can supply Registered Professional Engineers to the City to work on-site performing structural plan review and non-structural reviews at the jurisdiction’s discretion. Our experience includes checking for compliance with the structural, life-safety, accessibility, plumbing, mechanical, electrical, fire, and local codes/ordinances.
Process Mapping
4LEAF aims to bring departmental processes together by identifying and eliminating obstacles to streamline processes. Our subject-matter experts visit each department within a jurisdiction to conduct an analysis of existing processes, identify how best to streamline separate departmental processes to improve workflow, and provide guidance and recommendations on an improved work plan. 4LEAF implementation staff work both on- and off- site during this process and offer extensive training to existing municipal staff members on the use of a jurisdiction’s preferred permitting software.
We have a robust amount of experience with software that aids in the implementation of process mapping, such as e-PlanSoft, TRAKiT, EnerGov, Accela, and iWorQ.
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Plan Review
April 5, 2023
QA/AC REVIEW PROCESS
Task 1 – Project Tracking Set-up
The first step of our process will be to set up the project in our system to enable 4LEAF and the City of San Pablo each to track the progress of the review. Our plan tracking procedures are designed to track each submittal throughout the review process and maintain accurate and comprehensive records for each submittal.
Task 2 - Complete Submittal Review
Upon receiving the plans from the City, 4LEAF will triage (preliminary plan review performed by 4LEAF plan review project lead) the submittal to verify that the submittal received is complete (i.e., all pertinent plans, calculations, reports, and other related documents) in order that we can begin our review. If the submitted package is incomplete, we will communicate with the City to discuss the deficient documents needed to proceed with our review.
Task 3 - Plan Review Assignment
After the triage process is performed and a complete package is verified, the project will be assigned to the most qualified Plans Examiner and a turnaround time will be established. We will log each application into our database the same day the plans are received to assure that they are routed in a timely manner and to allow for daily project tracking.
Task 4 - Plan Review
4LEAF will provide the project contact (Developer, Contractor, Architect, or Engineer) desired by the City of San Pablo with a list of any items needing correction and clarification to comply with applicable building codes, ordinances, and regulations. A correction list will be created based on the missing codes and ordinances.
Task 5 - Quality Control
Prior to submitting the plan review correction list to the City, the designated plan review project lead will review the correction list for adherence to applicable codes and ordinances as well as for accuracy and completeness.
After completion of our quality control review a correction list will be e-mailed to a designated staff member at the City of San Pablo or as directed by the City. The correction list and a 4LEAF transmittal form will include the following information: a description of the work, type of construction, occupancy group, square footage, number of floors, and sprinkler requirements.
Task 6 - Plan Review Rechecks
Plans received for rechecks will be reviewed for conformance. Our goal is to actively work with the designers to resolve all unresolved issues after our second review. If it appears that there are complicated issues that might cause a project to go beyond our second review, we will communicate directly with the designer.
Task 7 - Project Approval
Once the final plan reviews are completed and ready for approval, 4LEAF will organize the plans and supporting documents per the City of San Pablo processing requirements and return them to the City, along with our letter of completion.
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Plan Review
April 5, 2023
TURN-AROUND TIMES
4LEAF has a tremendous reputation for completing projects on-time and under budget. 4LEAF’s plan review team is widely recognized for quick turn-around times and prompt service. Off-site plan reviews are performed at our office, with plans transmitted by personal delivery or overnight service. The standard turn-around time is within 10 business days for residential plan reviews and within 10 days for commercial/industrial plan reviews; however, these timeframes are negotiable based on your needs. 4LEAF also provides Fire Plan Review services.
Typeof
Plans TransportationInitial
Review
Resubmittal
Review
Resubmittal
Review #2
Expedited
Review
Expedited
Resubmittal
*Residential< 24 Hours (pick
up & delivery)< 10 Days < 5 Days < 5 Days < 5 Days < 3 Days **Multi-
Family
< 24 Hours (pick
up & delivery)< 10 Days < 5 Days < 5 Days < 5 Days < 3 Days Commercial< 24 Hours (pick
up & delivery)< 10 Days < 5 Days < 5 Days < 5 Days < 3 Days ***Large
Commercial
> 15,000 s.f.
< 24 Hours (pick
up & delivery)Negotiable Negotiable Negotiable Negotiable Negotiable *Larger complex plan reviews can be negotiated to achieve the best possible pricing. 4LEAF has a proven track record of working with municipalities to provide expedited reviews with special discounted pricing.
Pick-up of all plans will be performed by 4LEAF staff within 24 hours of the City’s phone call or e-mail. 4LEAF prefers to pick-up and deliver the plans in person to communicate information that may be pertinent to the project and maintain consistent communication. At no additional cost, 4LEAF staff will transport the plans to and from the City upon a phone call to the 4LEAF office or simply e-mail [email protected]. 4LEAF’s EZPlan Review
EZPlan Review is our in-house tracking software that
acts as a communication tool between 4LEAF and the
jurisdictions we work with. The use of EZPlan makes
communication easy. This web portal allows users
visualize project due dates, notes, and status updates
so that projects can be followed from start to finish.
Additionally, 4LEAF provides electronically stamped
and uploaded copies of approved project plans, a
value which saves clients time and resources. With
the use of EZPlan, 4LEAF hopes to provide a level of
ease and transparency during the off-site plan review
process.
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Plan Review
April 5, 2023
Document Control
When plans and documents are received for review, 4LEAF’s Plan Review Manager and Document Control Technician analyze the project, creates a job number, and completes a Job Setup Sheet. This form highlights both the jurisdiction, applicable contact information, and all project specific design criteria and notes. Jobs are then transmitted through 4LEAF’s easily accessed EZPlan Review Portal which tracks initial and subsequent reviews and is open for view by the client. The City and their customers can view 4LEAF’s plan review control log through 4LEAF’s EZPlan Review Portal.
Plans then get distributed for review to a 4LEAF team consisting of Plan Review Engineers, Architect (a licensed state professional) and/or an ICC Certified Plans Examiner, as applicable. Our staff then performs his or her function of analyzing the plans and documentation for effective conformance to the state codes, referenced construction standards, and City amendments. 4LEAF’s code review methodology is “The Effective Use of the Codes” reinforced through proprietary and jurisdictional checklists. When complete, the Plan Review Manager overviews the project for quality control purposes and forwards comments or approvals to the client’s pre- designated contacts.
Off-Site Electronic Plan Review
Digital plan review allows 4LEAF the ability to review, markup and transport plans of any size electronically. We strongly encourage this service for our clients. This process delivers a high degree of cost effectiveness, time efficiency and a “green” and environmentally friendly system. Through our strong focus on utilizing this digital capability, we offer full access to all 4LEAF engineers and plans examiners company-wide, from any of our office locations. A protected online portal will be established to allow property owners, contractors, developers, businesses, designers, and stakeholders to submit plans electronically for review. Access to the online portal will be given to City staff for immediate access to information regarding project status during the review process. 4LEAF has successfully implemented and used Bluebeam for electronic review of files to help eliminate the use of paper and take the plan review workflow to a whole new level. 4LEAF’s offices are equipped with large scale monitors for easy review of plans. Bluebeam Revu combines powerful PDF editing, markup, and collaboration technology with reliable file creation. Bluebeam integrates flawlessly with our Green Line approach for electronic and timely turnarounds resulting in permit issuance within 5-7 business days.
Additional Technologies
Having served more than 400 jurisdictions, 4LEAF and our staff are knowledgeable and have experience working with a variety of different technologies for Electronic Plan Review, Permit Tracking, and Building Inspections. 4LEAF’s experience with tracking technologies includes, but is not limited to:
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Plan Review
April 5, 2023
BUILDING DEPARTMENT SERVICES
4LEAF has a proven track record of providing Permit Technician/Counter staff and Building Officials to jurisdictions. 4LEAF can deploy such staff on short notice and offer training programs for department staff, if required. Our staff encompasses the right combination of experience, education, and certifications.
Permit Technician
4LEAF Permit Technician Staff must be experienced and dedicated to serving the public at the Planning and Building Department counter. 4LEAF has numerous of Permit/Counter Technicians on staff, many who are currently assigned to Building Departments throughout the state. All staff will have the materials, resources, tools, and training required to perform the job. Typical Permit Technician duties include:
Accepting plans for plan check
Verification that plans are accurate and complete
Calculating permit fees
Explaining ordinances and procedures to owners, contractors, developers, architects, and general public Assisting with preparation of permit applications
Receiving plans for Planning and Building permits and route to various agencies (if requested) Accepting complaints on code violations, process, and record complaints Answering phone calls for field and office staff
Processing inspection requests
Maintaining files for building permits
Operating the Building Department’s computerized information system Inputting a variety of information, including building permits and inspections Completing related duties and responsibilities as assigned by Building Official and Senior staff members Building Official
The 4LEAF Interim Building Official can provide in-house plan reviews to the City, limiting the amount of projects distributed to outside consultants and helping the City achieve significant cost savings. The Building Official will act as an adjunct staff member to the City and work with City personnel and various departments to perform professional building services including but not limited to plan review, permit technician, building inspection, and code enforcement. Staff qualifications for this role include evaluating and documenting projects for compliance with applicable building standards and housing codes, on- and off-site plan review, staff augmentation, and other building department related tasks. Proposed staff for this role will be appropriately trained and certified for all work.
Placement Schedule
Building Department Staff Interim Full-Time
Permit Technician (ICC Certified) < 2 Days < 5 Days
Assistant Permit Technician/ Counter Staff< 2 Days < 5 Days Building Official < 2 Days < 15 Days
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Plan Review
April 5, 2023
PROJECT EXPERIENCE
Building Plan Review, Building Inspection, Building Official, and Code Enforcement Services 4LEAF provides the City of Pittsburg with third-party plan review, inspection, building official, and code enforcement services on an as-needed basis. At the request of, and as directed by the City Building Official, 4LEAF staff checks plans and specifications for compliance with the requirements of the current adopted building codes and City’s Municipal Code. 4LEAF provides highly qualified plan check professionals who work under the supervision of an ICC Certified Plans Examiner or Licensed Professional Engineer (P.E.) to provide efficient, accurate and timely plan checks services with sufficient staffing to meet the City’s needs. All 4LEAF staff have previous experience working for municipalities and have experience successfully managing multiple tasks, assignments, and responsibilities. 4LEAF performs review of structural, life safety, accessibility, plumbing, electrical, mechanical, energy compliance, and building code standards to ensure compliance with the adopted model codes as amended and municipal codes of the City of Pittsburg. All changes/corrections are identified, documented, and addressed prior to approval. Approved plans are stamped and signed as approved once they meet all requirements.
Services include:
Provide highly qualified plan check professionals who will work under the supervision of an ICC Certified Plans Examiner or Licensed Professional Engineer.
Provide efficient, accurate, and timely plan check services with sufficient staff to meet the City’s needs.
Provide staff with previous experience working for cities, be customer-service oriented, and have experience successfully managing multiple tasks, assignments, and responsibilities.
Have the capability to conduct electronic plan review.
Commercial and residential building plan checks will be performed by 4LEAF, as well as all plumbing, electrical, mechanical, and related plans submitted to the City by private developers or other applicable government agencies for construction and reconstruction projects.
Check plans for compliance with California Building Codes and all applicable codes and statues.
All changes/corrections will be identified, documented, and addressed prior to approval.
Stamp and sign approved plans once they meet all requirements.
Agency Name: City of Pittsburg
Client Contact: Jordan Davis, Director of Community & Economic Development Client Phone: (925) 252-4015
Contact Email: [email protected]
Project Dates: 2022 - Present
City of Pittsburg
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Plan Review
April 5, 2023
On-Call Plan Check and Inspection Services
4LEAF has an on-call contract with the City of Dublin Building Department to provide third-party plan review, code enforcement, and inspection services. 4LEAF is responsible for work being performed within the City’s jurisdiction on projects ranging from major new development areas to capital improvement projects and infill development. 4LEAF has supplied as many as 14 continuous staff to the City of Dublin over the course of this ongoing contract. 4LEAF has performed plan review and inspection services of the Ross Corporate Campus located in Dublin, CA. This work included the tenant improvements of 3 three-story buildings totaling approximately 360,000 sq. ft.
Building department plan review includes a Structural Review, Building (life-safety) Review, Accessibility / ADA Review (performed by a Certified Access Specialist), Energy Compliance/Title 24 Review, and Plumbing/Mechanical/Electrical Review. All final submitted project documents are wet stamped and signed by the project’s registered engineer(s) or licensed architect(s) per State of California regulations. 4LEAF inspection staff members have provided combination building inspection services for some of the City’s most important commercial projects including shopping centers, parking garages, big-box retail stores, medical centers, libraries, and countless capital improvement projects. 4LEAF inspection staff members have also provided combination building inspection services on numerous high- density residential projects which routinely required Type V 1- hour inspections.
Mixed-use projects include:
• Ulfert’s Center • Tassajara Ranch
• Grafton Station • Emerald Place
• Gateway Medical Center• City of Dublin Library
• Avalon Bay • Dublin Ranch
• Persimmon Place • Wallace Ranch
Annual Contract Value: $1,200,000
Agency Name: City of Dublin
Project Dates: 2002 - Present
Client Contact: Gregory Shreeve, CBO
Client Telephone: Office: (925) 833-6620
Contact Email: [email protected]
City of Dublin, CA
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Plan Review
April 5, 2023
Plan Review Services & Inspection Services
4LEAF is one of the key consulting firms providing the City of Sacramento with Plan Review, Field Inspection, and Permit Processing services. 4LEAF has established a collaborative working relationship with the City's Community Development Department and understands the City’s processes and procedures. 4LEAF has worked with the City for 10+ years and currently has 3 inspectors working full time.
ArdenGateway Village, Phase I
4LEAF recently performed the Life Safety, Accessibility, Structural, and Mechanical/Electrical/Plumbing review for phase I of the largest new apartment development in the City of Sacramento. Phase I is a $80 M complex that develops 13 of the 21 proposed apartment buildings, consisting of a 7,500 sq. ft. community building and 405 multi-family residential units including 1-, 2-, and 3-bedroom apartment units, studio units, and 3-bedroom townhome units.
Q19 Apartments
An exciting project that 4LEAF has recently collaborated with the City on is the review of a new mixed-use building located in Sacramento’s vibrant Midtown. 4LEAF performed the Life Safety, Accessibility, Structural, and Mechanical/Electrical/Plumbing reviews of this 4-story, 64,000 sq. ft. building with a valuation of $6.6 million. 4LEAF worked closely with the City to guide the project through a phased permit and an alternative means and materials method request to bring the project to full approval on an expedited timeline.
California Family Fitness, K Street
This project is on the revitalized K Street Corridor and is a renovation of an existing unreinforced masonry building that had no as-built or drawings. The 31,000 sq. ft., 4- story, Type IIA, A-3/B occupancy building is a $4.5 million project for which 4LEAF performed Life Safety, Accessibility, Structural, and Mechanical/Electrical/Plumbing reviews. We collaborated closely with the City’s Project Manager and design team to work through some difficult design constraints which required the submittal and approval of an alternate material and methods of construction.
Agency Name: City of Sacramento
Client Contact: Anna Tekautz, S.E., Supervising Engineer Client Phone: Office - (916) 808-7877
Contact Email: [email protected]
Project Dates: 2001 - Present
City of Sacramento, CA
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work - Inspection
Page17
April 5,2023
SECTION 4: SCOPE OFWORK – INSPECTION
INSPECTION SERVICES
4LEAF has a team of more than 200 ICC Certified Building Inspectors, OSHPD/DSA Inspectors of Record, Fire Personnel, and Construction Inspectors working on various contracts. 4LEAF has a team committed to work throughout California who will remain for the duration of projects to ensure we capture the goals and performance that have made our inspection system successful.
We maintain the largest database of qualified inspectors of varied qualifications. Inspectors vary from current full- time inspection staff, idle staff (temporarily between assignments), and pre-qualified staff which include inspectors who are available subject to client demand. 4LEAF’s inspectors are all ICC Certified and experienced working within a municipal work environment. 4LEAF will provide inspectors with all the necessary tools, equipment, and current code books sufficient to facilitate all required inspections. 4LEAF can provide interim or full-time inspectors same-day or within one business day—simply call, email, or text our assigned Project Manager for an immediate response. Our on-call database is utilized for all our clients for as-needed requests.
Periodic Inspection Services Available Next Day
4LEAF can fulfill inspection requests immediately upon request including same day. 4LEAF has a wealth of local and available inspectors ready to serve the City. In addition, 4LEAF has a proven track record of providing such services to a number of different building departments.
Part-Time Inspection Services Available Next Day
4LEAF will provide the City with part-time inspectors upon request. 4LEAF can provide part-time staff within 24 hours of request for any duration of time. 4LEAF’s Project Manager will work closely with the department to identify the right personnel and determine the appropriate work schedule.
Full-Time Inspection Services Available Two Days or Less 4LEAF can provide full-time inspectors upon request. 4LEAF provides this service regularly to many clients throughout Southern California, Northern California, the Central Valley, Central Coast, Sacramento Valley, Peninsula/South Bay, East Bay, and North Bay.
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Inspection
April 5, 2023
Project Specific Inspection Services Available Two Days or Less 4LEAF is often tasked with providing inspection services to large projects on behalf of municipalities. 4LEAF currently handles large-scale projects for such clients as the City of Palo Alto, City of Cupertino, etc. These projects are developer funded into a separate City account which is distributed to 4LEAF using a separate invoice and contract number. This is particularly helpful to fast paced projects looking for continuous inspection services over a short period of time (i.e. 6 - 36 Months).
GOFORMZ
4LEAF will implement the GoFormz software for inspection requests. With licenses owned by the City, 4LEAF’s Administration team will prepare inspection requests and inspection results documenting construction activity. In addition, 4LEAF will be able to extract information and provide detailed monthly reports detailing the construction activity. The reports will be detailed to identify contractors, subcontractors, work progress, pictures, and a detailed explanation of the field activities.
GoFormz allows every piece of information collected on a project to be accessible by all staff as every form is stored securely and safely in the Cloud. The information can be accessed through a user’s web account where they can view any inspection report and run reports on project data. The information can be accessed through a user’s web account where they can view any inspection report and run reports on project data.
The inspector will be able to leave detailed notes under the inspections and observations box and instantaneously attach pictures to the report to show the item inspected. The inspector will also be able to sign the report by hand on the iPad through the mobile signature block and pictures taken from the iPad are stored on the inspection document.
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Inspection
April 5, 2023
PROJECT EXPERIENCE
On-Call Building Inspection, Building Official, Permit Support, Planning, Plan Review, Code Enforcement 4LEAF is providing On-Call full Building & Community Development Department services for the City.
We are providing on- and off-site plan review for all building codes, including architectural, structural, plumbing, mechanical, and electrical plan check. We currently staff positions including Permit Technicians, Inspectors, Plans Examiners, Planners, and Code Enforcement Officers, ensuring that all project deadlines are delivered as per the City’s contract.
Scopes of work include:
Providing on-call personnel to the Building Department including construction inspectors, building inspectors, building officials, permit technicians, on-site plans examiners/engineers, civil engineers, and code enforcement personnel.
Providing Building and Civil Plan Review as needed.
Provide on-call personnel to the Planning Department including Assistant Planners, Planning Technicians, Associate Planners, Senior Planners, Planning Managers, and Planning Directors.
Reviewing plans and supporting documents submitted for projects.
Checking for compliance with all applicable codes adopted by the City, including, but not limited to California Building, Mechanical, Plumbing, and Electrical Codes, Uniform Solar Energy Code, and any applicable adopted local amendments, State of California codes or regulations.
Confirming building use, occupancy, and type of construction, and reviewing construction of buildings and structures to determine satisfaction of safety requirements.
Coordinating building permit requirements and interfacing with City Departments and other agencies, including but not limited to the Public Works Department and Planning Division.
Enforcing conditions of approval associated with discretionary permits regarding building and safety regulations, as adopted by the City.
Providing special inspections by qualified inspectors and conduct investigations as directed by the City, including field and office research and the preparation of letters and/or documents.
Preparing inspection logs, notice of violations and other documents of building and safety code violation cases for submittal to the City Attorney’s office when prosecution action is necessary to obtain compliance with the above codes and regulations.
Receiving, processing, and issuing building permits and coordinate the plan check and inspection process, including the tracking, routing and storage of building plans and the filing of building permit applications. Input information into the City’s computer tracking system.
Agency Name: City of Vallejo
Client Contact: Steve Arnold, Building Official
Client Telephone: (707) 648-4387
Contact Email: [email protected]
Project Dates: 2021 - Present
Cityof Vallejo
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Inspection
April 5, 2023
Plan Review, Permit Technician, and Inspection Services 4LEAF has been providing full Building Department Services to the City of Hollister since 2012.
Currently, 4LEAF has four full-time employees at the City who perform Building Official, Building Plan Check, Building Permit Issuance, and combination Building Inspection services as would be expected as a standard function of a Building Department. 4LEAF also provides off- site Plan Check and Fire Plan Check services.
Services provided to the City include:
Combination inspections to verify with City of Hollister’s latest adopted and amended Title 24 California Building Codes, parts, 2,3, 4, 6, 8, and 12 covering structural, fire, life-safety, disables access, energy conversion, plumbing mechanical and electrical installations.
Off-site plan review. 4LEAF’s off-site plan review team completes residential and commercial plan reviews on any projects not performed by on-site personnel. Plans include an initial review and subsequent rechecks. All pick-up or shipping expenses are covered by 4LEAF. All initial plan reviews for residential, commercial, and large commercial are completed within (10) working days of submittal. Subsequent reviews are completed within (5) working days of the resubmittal.
Preparation of all building permits and related paperwork to be submitted to the City for collection of permit fees.
Collection of all fees for building inspection and review services at Building Department office and submits to the City’s Finance Department all received payments by the close of each business day.
All inspections completed within one (1) working day of request by a permit holder for any work which requires a building permit.
Certification in writing that each inspection performed and authorized as complete, conforms to all applicable local, State, and federal building codes, ordinances, regulations, and requirements, and that the work is in conformity with applicable approved plans and specifications.
Fire plan checks of alarm permits, fire sprinkler systems, hood system, and underground storage tanks for compliance with all applicable, local, state, and federal codes. Provides all approved plans to the City fire department to make inspections. Collects fees for fire plan checks, fire permits and fire inspections.
Agency Name: City of Hollister
Contact Name: Christine Hopper, Development Services Director Contact Phone: (831) 636-4300
Contact Email: [email protected]
Project Dates: 2012 - Present
City of Hollister
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Inspection
April 5, 2023
Building and Fire Plan Check, Fire Inspection, and Inspector of Record Services 4LEAF is currently performing Plan Check and Inspector of Record services for multiple projects on behalf of the County of San Mateo’s Project Development Unit. This $1 Billion program consists of up to 18 projects over the course of more than five years. 4LEAF is responsible for the combination inspections and inspection reports related to all projects including:
Regional Operations Center
The new 37,000 square foot, two-story Regional Operations Center (ROC) will be located on the County Center campus where the motor pool was once located. On a daily basis, the Center will house 9-1-1 Public Safety Dispatchers, an Emergency Operations Center, and the Office of Emergency Services. More importantly, the ROC will serve as a hub for public safety responders during major catastrophic events.
The building will achieve LEED Silver certification from the U.S. Green Building Council and is the largest project funded to date by Measure K.
Skylonda Fire Station #58
This project consists of a barracks/office building consolidating the functions and operations of two existing structures into a single structure. The barracks/office building will contain administrative offices and related support spaces, conference and training rooms, a kitchen and dining room, dayroom, dorm rooms, fitness rooms, showers, and restrooms. A new primary vehicular access connection shall be provided to Skyline Boulevard to facilitate improved traffic sightlines and vehicle turning radiuses.
Additional Projects:
The County of San Mateo is constructing a new animal shelter that will be located at the Coyote point site of the current animal shelter to replace the existing shelter buildings. This Design-Build project will contain programmed space for a variety of mandated animal care services, limited community services, clinic services, and administrative services. The project currently underway will replace the existing facility with a new approximately 27,000 square foot animal shelter facility.
Additional Projects
• County Office Building #3 • Parking Structure #2 • Portola House • Cordilleras • San Mateo Medical Center • Pescadero Fire Station • South San Francisco Health Center • La Honda Fire Station • Pine Street Project • Sanchez Adobe Visitors Center • Maple Street Homeless Shelter Client Name: County of San Mateo, PDU
Project Location: County of San Mateo, CA
Client Contact: Adam Ely, Director
Client Telephone: (650) 599-9063
Client Email: [email protected]
Total Program Cost:~$1 Billion
County of San Mateo Project Development Unit
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Code Enforcement
April 5, 2023
SECTION 4: SCOPE OF WORK - CODE ENFORCEMENT
Our Code Enforcement personnel are certified through the International Code Council, CACEO, and various training programs offered through accredited institutions. In addition, most of our personnel holds a PC832, ICC Property Maintenance and Housing Inspector, and/or CACEO certification (a condensed list of resumes has been included in the Appendix).
4LEAF staff have the experience in working with property owners and other responsible parties to bring properties and/or conditions into compliance with applicable bodies of law. Our team will be able to determine when voluntary compliance is not forthcoming from property owners or responsible parties. 4LEAF staff has experience in investigative practices that aid in substantiating the validity of a complaint on a property and in turn addressing verified violations through proper due process noticing. 4LEAF Code Enforcement Officers have experience writing criminal citations and working with legal counsel to assist in the prosecution of Code Enforcement cases either in criminal or civil court when necessary. We focus on nearly every area of Code Enforcement including, but not limited to, the following categories detailed below.
SCOPE OF SERVICES & AREAS OF ENFORCEMENT
Blight Enforcement
Our team works to identify and enforce state and local laws pertaining to the maintenance of private property.
Through field contact with tenants and property owners, our team works efficiently in providing guidance to address blighted conditions such as overgrown weeds, trash, debris, and graffiti.
Business License Enforcement
4LEAF is trained to identify businesses that operate without a required business license, making them non- compliant with municipal code requirements.
Classroom Training with CEUs
You can often find members of 4LEAF training nationally for organizations such as the International Code Council (ICC), American Association of Code Enforcement (AACE), California Association of Code Enforcement Officers (CACEO), and other nationally recognized affiliations of these chapters. 4LEAF’s training leads include Cecilia Muela, Pete Roque, Nick Henderson, CBO, and Anthony Mullins. Our instructors are nationally accredited and offer Continuing Education Credits (CEUs).
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Code Enforcement
April 5, 2023
Our trainers currently cover topics such as:
o 10 Most Common Complaints
o Accessible Parking
o ADU Legislation
o Agency Promotion Community Relations
o Banner and Sign Enforcement
o Basic Ethics
o Basic Ethics and Inspections
o Basic Ethics, Authority, and Inspections
o Basic Inspection Protocol
o Basic Report Writing
o Basic Residential Construction
o Blueprint Reading
o Building And Safety Presentation
o Building Blocks for Code Enforcement
Officer Success
o Building Code
o Building Inspections and Code Enforcement
– A Powerful Duo
o Case Documentation
o Case Management from Start to Finish
o Code Enforcement 101
o Code Enforcement Culture
o Courtroom Testimony and Demeanor
o Dealing With Difficult People
o Effective Communications – Bridging the
Gap with External and Internal Customers
o Ensuring Short-Term Rental Reg.
Compliance
o Essentials for Short-Term Rental
Enforcement
o Establishing Code Enforcement Culture
o Ethics
o Hoarding
o Individual Awareness and Preparation
o Inspection Protocol
o Interior Inspections
o Intermediate Communications
o Interview And Interrogation
o Interview And Report Writing
o Investigative Report Writing
o IPMC 2021 or 2018 Exam Prep
o IPMC 2021 Overview
o Landlord Tenant Disputes
o Legal Aspects
o Marketing Your Code Enforcement
o Mobile Vending
o Mold, Lead, Asbestos, & Vectors
Enforcement
o Multi-Agency Task Forces
o Officer Safety – Drug Awareness for the
Code Enforcement Officer
o Officer Safety – Encountering Mental Illness
in the field of Code Enforcement (Self-Care)
o Officer Safety – Field Inspection Protocols
for the Code Enforcement Officer
o Officer Safety – Gang Awareness for the
Code Enforcement Officer
o Officer Safety – Hazardous Building Safety
for the Code Enforcement Officer
o Planning And Zoning Basics
o Property Maintenance
o Public Nuisance Abatement
o Public Outreach Changing Public Perception
o Rental Property
o Report Writing Revised
o Right Of Entry and Inspection Warrants
o RRP Code Enforcement
o Safe And Proper Procedures on Contacts
o Simplifying Your Presentation
o Spanish Communication
o Substandard Housing
o Task Forces
o Teamwork And Task Forces
o Topics
o Vector Control
o Vehicle Abatement
o Vendor Enforcement
o West Nile Virus
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Code Enforcement
April 5, 2023
Community Outreach
4LEAF will review current outreach and engagement initiatives and make appropriate recommendations to the City. Items typically reviewed include:
o Opportunities for involvement in community events
o Creation of pamphlets and marketing material
o Social media engagement
o News media outlets
o Municipal Code Enforcement web page
o Review of frequently asked questions
Department Assessments
4LEAF is working with many Community Development Departments to provide assessments of their code units reviewing closely staffing levels, Standard Operating Procedures (including branding/rebranding, target issues, prioritization of existing Code Enforcement cases, community engagement strategies, written materials such as compliance notices, postings and door hangers, data entry, inspection response time management, and training programs. Additionally, 4LEAF provides in-house assessments and regular meetings with directors and municipal stakeholders for plan implementation and execution.
Hearing Officers
4LEAF has Hearing Officers available for contracted municipalities. Our seasoned officers are trained to understand the existing Municipal Code as well as other adopted codes and make a knowledgeable determination regarding the validity of a violation. Results may include the issuance of fines or granting additional time for compliance for respondents with unusual hardships.
Inspections
4LEAF can provide certified and qualified staff to perform inspections in a lawful manner that respects the reasonable expectations of privacy and security of residents and their properties. Inspections conducted will determine if conditions on the properties are compliant with applicable sections of the current editions of the International Property Maintenance Code (IPMC), Municipal Code, Zoning Code, California Health and Safety Codes, Uniform Housing Code, Uniform Code for the Abatement of Dangerous Building, CA Residential Code, CA Building Code, and trade codes. Upon assignment, 4LEAF’s Code Enforcement staff will be ready to respond and provide compliance solutions to code cases, new and existing, with minimal impact to current processes. 4LEAF Code Enforcement Inspectors are qualified to do the following:
o Perform inspections for violations of Building Codes and Ordinances as adopted by the municipality. o Research properties for prior approvals, permits, and general information relating to violations. o Investigate and take necessary action when a violation of municipal codes exists o Consult with the City Council as required, when requested by the Code Enforcement Manager/Director, and when escalated enforcement may be required.
o Comply with the City’s procedures for reporting inspection results and deficiencies.
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Code Enforcement
April 5, 2023
o Use City inspection correction forms.
o Complete necessary digital entries that capture site inspection results, case status communications and any documentation of notices provided to responsible parties and stakeholders. o Conduct follow-up inspections as needed.
o Notify the responsible parties of other agency approvals prior to closing a Code Enforcement action. o Maintain records as needed for the efficient and effective operation of the City. o Meet with members of the general public and municipal staff on a daily basis as needed.
Lead Abatement
Although lead-based legislation has been around since the 1950s, nationwide regulation was not enforced until 1971 with the introduced of the Lead-Based Paint Poisoning Prevention Act (LBPPPA), which prohibited the use of lead- based paint in residential structures constructed or rehabilitated by the Federal government or with Federal assistance. In 1973, an amendment to the LBPPPA stated that lead-based paint should be removed from pre-1950 housing and structures. Our Code Enforcement team follows the requirements set forth by the State of California to ensure proper lead safe practices are taking place in removal of lead-based paint to protect citizens from exposure.
Additionally, our team participated at the National Healthy Homes Conference in 2022 in Baltimore, MD, where we spoke on the importance of Code Enforcement for Lead Paint Abatement Programs to safeguard communities.
Massage Parlor Enforcement
This scope can often be utilized for undercover stings with partnering agencies for businesses that not only violate criminal laws but also building code violations, licensing requirements, and potential massage parlor ordinances in the City. Early detection is vital in these cases and steps include background checks and other reasonable means of identification and clearances. Our team has championed programs specializing in identifying and mitigating illegal actions in massage parlors.
Parking Enforcement
4LEAF has the capabilities of providing parking enforcement. This includes:
o Enforcement of state and municipal parking regulations. o Removal of abandoned and nuisance vehicles from the public right-of-way. o Issuance of parking citations and review of contested citations.
Policy Review
4LEAF shall review and read current policies and procedures and define policy clearly to set the tone for your municipality’s Code Enforcement Program. A clear policy communicates defined expectations to stakeholders whether it’s how they handle complaints, how Code Enforcement Officers conduct compliance reviews, or any other aspect that the municipality needs to have communicated and consistently followed. 4LEAF will develop a well-defined user-friendly format.
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Code Enforcement
April 5, 2023
Program Analysis
4LEAF understands that Code Enforcement is an essential part of a community’s public health and safety, providing a regulatory mechanism to ensure the public’s overall wellbeing. Addressing the community’s concerns in a timely and efficient manner is paramount to a successful Code Enforcement Program. 4LEAF personnel will perform the following:
o Conduct investigative inspections of unpermitted activities. o Create standard operating procedures, if required.
o Conduct review of all administrative/misdemeanor citations. o Provide guidance for resolution of high case load along commercial corridors. o Assist with complex code enforcement cases.
o Provide guidance for resolution of existing cases.
o Provide in-house and/or field training of traditional Code Enforcement protocols. o Create an outreach plan to address and deter unpermitted vending/commercial corridor violations.
Program Development
4LEAF project managers have the experience in working collaboratively with clients to further develop and enhance their Code Enforcement Program when requested. Our project managers are currently working with local jurisdictions to revise and strengthen Code Enforcement Programs to gain voluntary compliance, provide resident education, and effectively communicate with the public. 4LEAF staff takes an approach in recommending, implementing, and executing program assessments, creation of policies and procedures, creation of training manuals for new hires, providing educational materials for the public, providing staff with up-to-date training, teaching current Code Enforcement staff options for compliance using adopted ordinances, and providing recommendations to cases that may require specialized expertise that may be sensitive in nature. 4LEAF staff also has designated staff tracking recent legislation to ensure the municipality follows state regulations and clients are aware of upcoming legislation that may affect their Code Enforcement Program.
Project-Specific Assignments
Our Code Enforcement Directors are often brought on board by municipalities to provide consulting for long- standing cases that need a fresh set of eyes and assessment. The Code Enforcement team at 4LEAF will lend their considerable expertise in bringing those difficult cases into compliance. We will review your most challenging cases, assess the work done to date, confer with the Municipal Code and your department's Standard Operating Procedures. Once our analysis is complete, 4LEAF will provide you with a detailed report of our findings and specific, step-by-step strategies to get those cases off the active roster. 4LEAF personnel will be available to speak with stakeholders such as Department Heads, Council, and other elected officials. If necessary, we can also provide Expert Witness Testimony.
Rental Housing Enforcement
Our team will assist with the inspection of residential rental properties on a routine and comprehensive basis to assure the overall quality of the unit meets the requirements of the Health and Safety Code and property maintenance guidelines. This includes educating property owners, property managers, and tenants about those requirements.
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Code Enforcement
April 5, 2023
Review and Develop SOPs
4LEAF routinely works with Code Enforcement Divisions to review the current Standard Operating Procedures and provide suggestions for enhancing SOPs. Our staff can also help implement and train the existing municipal personnel in these changes. Currently, we are providing these services for California municipalities such as the cities of Napa, Lathrop, and Artesia.
Staff Augmentation
4LEAF specializes in providing personnel to municipalities on a part-time or full-time basis. At your request, our staff arrives at your door with training opportunities, study materials, company phones, and energy- saving fleet vehicles. 4LEAF’s Code Enforcement Staff Augmentation personnel categories include:
o Department Director
o Department Manager
o Code Enforcement Manager and Training Officer
o Senior Code Enforcement Officer
o Code Enforcement Officer I & II
o Code Enforcement Coordinator/Technician
o Hearing Officer
Short-Term Rental Programs
One of the fastest growing programs within Code Enforcement Divisions is short-term rentals. 4LEAF assists with compliance with municipal short-term rental ordinances that require property owners to adhere to several rules including limiting the number of daytime and overnight guests, prohibiting events and amplified sound, and posting specific rules and emergency information, among others.
Stormwater Enforcement
4LEAF provides Stormwater Enforcement. This includes the visual inspection of infrastructure dedicated to the management of rainwater. Violations would include having inadequate erosion/sediment controls for property, failing to conduct/document inspections, illegal dumping, overgrowth of vegetation, and flooding.
Substandard Housing
One of the major areas of code enforcement throughout the U.S. is the inspection of Substandard Housing. 4LEAF Code Enforcement Officers routinely inspect and report any violations to housing codes including substandard and uninhabitable conditions, un-permitted construction, unlawfully created units or spaces, inadequate or non-existent heating, accumulated trash and debris, lack of utilities, property maintenance, mold, and rodent/insect infestations.
Tobacco Enforcement
These programs ensure that retailers are properly licensed/permitted for the sale of tobacco and such establishments are posting proper notification such as STAKE Act stickers at each point of sale. In addition, we can assist in compliance with work-place smoking and vaping prohibitions.
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Code Enforcement
April 5, 2023
Training
Aside from the classroom training, 4LEAF personnel are also available to conduct field training. This includes ride- alongs with municipal personnel. This hands-on approach is often effective for training in communication, technical training, and enforcement of municipal codes.
Vendor Enforcement
4LEAF personnel are trained to enforce State and Local laws regarding unpermitted vending activity, issue Administrative Citations to vendors, generate inspection reports, testify at hearings, and provide strategic planning for large scale vending activities associated with entertainment venues. Specifically, 4LEAF staff are trained in enforcement of unpermitted vending ordinances on municipality-owned or controlled property such as parks, public rights of way (sidewalks) and areas outside the permitted vending spaces.
Zoning
It is imperative that approved Zoning Plans result in development and construction that is fully aligned with such approved Plans. 4LEAF staff will work with Departments to verify such alignment.Examples include:
o Construction of a building that is not allowed in a particular zoning designation. o Building a structure (or an addition to a structure) that is too tall or that obstructs another person’s view or access to light/air space.
o Conducting various operations in non-designated areas, including manufacturing, packaging, selling, growing, labeling, and other business/industrial activities. o Living in spaces that are not designated as residential areas. o Creating amounts of pollution or noise that exceed local limits. o Adherence to set back and lot coverage requirements.
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Code Enforcement
April 5, 2023
PROJECT EXPERIENCE
Code Enforcement and Building Department Services
Since 2015, 4LEAF has been working with the City of Lathrop in several capacities including Code Enforcement, Plan Review, Inspections, and Staff Augmentation through the placement of an Interim Chief Building Official. Efforts of 4LEAF staff have been integral in the City of Lathrop assisting its constituents to obtain and maintain compliance with current codes, especially those who did not initially go through the permitting process. 4LEAF is assisting Lathrop with Municipal, Zoning, and Building Codes on public and private property throughout the City. Code Enforcement works to administer a fair and unbiased enforcement program, improve the overall appearance of the City and works with residents, neighborhood associations, public service agencies, and other City departments to facilitate voluntary compliance with City codes, and correct municipal code and land use violations.
Code Enforcement Department Assessment
4LEAF is currently working with the Department Director to evaluate and develop the Code Enforcement Division’s Standard Operating Procedures to ensure enforcement can be carried out per the City’s Municipal Code. This includes the development of enforcement strategies and materials crucial to daily activities. Pete Roque, Director of Code Enforcement, is the lead on this project, focusing on several areas of enforcement, including:
Abandoned Vehicles
Air Pollution
Graffiti
Noise Complaints
Building Department Consulting
Standing Water / Water Waste
Public Nuisance Violations
Field Training Existing Staff
In addition to Code Enforcement, 4LEAF has also provided as-needed consulting services to the City of Lathrop’s Building Division. 4LEAF has provided such services as:
Interim Building Official Services
Staff Augmentation for Building Inspection and Permit Technicians Off-Site Plan Checking Services
Client Name: City of Lathrop
Client Contact: Teresa Vargas, City Manager
Client Phone: (209) 941-7229
Contact Email: [email protected]
Project Location: Lathrop, CA
Cityof Lathrop
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Code Enforcement
April 5, 2023
Code Enforcement
4LEAF provides the City of Santa Rosa with two full-time Code Enforcement Officers, Milissa Hughes and Eric Stephens, to perform as-needed services for the City. The City’s Code Enforcement Division is dedicated to working in partnership with residents, tenants, landlords, and business owners to promote and maintain a safe and desirable living and working environment.
Additionally, the Division is responsible for ensuring that City codes are implemented on private property to address general health, life, fire, and safety issues facing residents.
A large undertaking includes an assignment to review 200+ backlog cases involving files that had fallen through City cracks due to officer resignations/retirees or were not re-assigned to other officers. Milissa works with the City’s Senior Code Enforcement Officer to determine which cases can be closed or if an updated letter must be sent to the owner for follow up. Additional responsibilities for this project include updating the City’s database with notes and creating notices to be mailed to the property owner or tenant. Case violations consist of construction without obtaining permits (garage conversions, remodel, electrical, plumbing), expired permits, cannabis grows, substandard conditions, non- operable vehicles, trash/debris, site planning, historical landmark alterations, etc.
An additional assignment for the City that began in September 2022 includes addressing short-term rentals (STR), which entails on-call (24-hour) and after-hour response, processing a backlog of 100+ STR cases, addressing new cases and complaints, data collection, and issuing citations (30+ to date).
Common violations our Code Enforcement Officers address for as-needed services include the following:
Animal violations
Unpermitted work
Cannabis cultivation
Graffiti
Home business
Overgrown vegetation
Signs
Short-term rentals
Substandard housing
Vehicle storage
By working together with the community, 4LEAF and the City’s Code Enforcement team help reduce crime, protects the health and well-being of residents, helps maintain property values, and preserves and enhances our community for future generations.
Client Name: City of Santa Rosa
Client Contact: Maraskeshia Smith, City Manager
Client Phone: (707) 543-3030
Contact Email: [email protected]
Project Location: Santa Rosa, CA
City of Santa Rosa
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Code Enforcement
April 5, 2023
Code Enforcement Services
4LEAF provides the City of Lomita with full-time Code Enforcement Officers to perform as-needed services for the City. The City’s Code Enforcement Division is dedicated to working in partnership with residents, tenants, landlords, and business owners to promote and maintain a safe and desirable living and working environment. Additionally, the Division is responsible for ensuring that City codes are implemented on private property to address general health, life, fire, and safety issues facing residents.
4LEAF is providing the City with a Massage Parlor Enforcement Officer who assists with Municipal, Zoning, and Building Codes pertaining to property maintenance and signage of massage parlors. The City’s Code Enforcement goals aim to administer a fair and unbiased enforcement program, improve the overall appearance of the City, and work with residents, neighborhood associations, public service agencies, and other City departments to facilitate voluntary compliance with City codes and correct municipal code and land use violations.
Massage Parlor Code Enforcement
4LEAF is working with the Department Director to augment the City’s neighborhood preservation and beautification effort by providing personnel skilled in code enforcement techniques, procedures, and laws and regulations, i.e., (State and Local statues regarding massage parlor enforcement, licensing regulation, vendor enforcement, administrative enforcement procedures, and evidence gathering). Pete Roque, 4LEAF’s Director of Code Enforcement, is the lead on this project and focuses on several areas of enforcement. Additionally, Pete has experience in Massage Parlor Enforcement Programs and collaborating with the Federal Bureau of Investigations and the Department of Homeland Security Human Trafficking Task Forces. 4LEAF provides Code Enforcement for the following areas:
Massage Parlor Establishments
Land Use and Conditional Use Enforcement
Building Code Violations and Tenant
Improvement Modifications
Occupancy Use Requirement
Local and State Massage Requirements
Partnering with other regulatory agencies
Agency Name: City of Lomita
Client Contact: Brianna Rindge, Community & Economic Development Director Client Phone: (310) 325-7110
Contact Email: [email protected]
Contract Dates: 2023 - Present
Cityof Lomita
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work – Planning
April 5, 2023
SECTION 4: SCOPE OF WORK – PLANNING
Since establishing our Planning Division in 2018, 4LEAF has worked with numerous jurisdictions providing Comprehensive Planning, Project Review, and Environmental Planning Services including: On-Call Planning, Specific Plans, General Plan Amendments, including Updates of Housing and Safety Elements, and work on Long- Range initiatives related to fire resiliency and disaster recovery. Within the past 12 months, 4LEAF has added 20+ new municipalities to our on-call Planning service contracts and we have staffed a wide array of professional Planning personnel to include staff augmentation from the Planning Technician to Planning Director levels and everything in between.
In addition to providing Comprehensive, On-Call Planning Support, and Environmental Document preparation services, 4LEAF is currently working with the ABAG Joint Planning Collaborative for Napa and Sonoma County Housing Elements, addressing the housing challenges facing the region and overseeing planning sessions with the Collaborative’s Steering Committee. 4LEAF is providing Housing Elements to the cities of San Marino, Santa Clarita, Cotati, Cloverdale, Cupertino, Sebastopol, and Gonzales. We are experienced in working with the California Department of Housing & Community Development (HCD) providing RHNA number appeal services.
4LEAF Planners also have experience working with the Department of Housing and Urban Development (HUD) and the Department of Housing and Community Development (HCD) policies and regulations, and reviewing applications for completeness and consistency with Local, State, and Federal regulations. Our staff’s attention to detail and organized approach to project management helps maintain project schedules and ensures positive and timely results. 4LEAF Planners have the specific skills to complete any request.
Our Planners possess the technical writing and report preparation abilities needed to convey the greatest detail in a manner that is easy to understand with solid recommendations of findings rooted in the plans, policies, and codes that reinforce the City’s vision. We are dedicated to understanding the vision of a community and rigorously working towards that vision. We utilize application checklists as the foundation of our review and translate policies and regulations as they apply to development applications. We transpose our findings into informative, concise, and simple to understand staff reports or studies. These endeavors cannot be accomplished in a vacuum and our staff are well-versed in project management and will work diligently with other departments and agencies to ensure that the highest levels of review and feedback are achieved.
4LEAF Planners will arrive on-site with a positive attitude and will make every attempt to move projects forward to achieve successful outcomes.
We are creative in our approach and can develop alternative methods to achieve the best outcome for the communities, agencies, and applicants.
The Planning Division at 4LEAF is responsible for integrating staff into Local and State jurisdictions where we are routinely called upon to supplement vacancies and staff shortages. We also provide staff augmentation services when projects require focused processing and management of a variety of land use applications for compliance with land development codes and general, adopted area, and specific plans.
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work – Planning
April 5, 2023
Our team evaluates the environmental impacts of private development proposals and coordinates with other divisions to ensure that standards for building safety and infrastructure systems are appropriately addressed with new development.
4LEAF’s Planning duties include the development of submittal forms to meet statutory requirements, taking in and reviewing projects for rebuilding and temporary housing, conducting pre-design rebuild meetings, responding to the planning and zoning information hotline as applicable, and conducting site inspections and property research to support application processing and meetings.
4LEAF Planners have successfully taken on complex planning duties in locations hardest hit by wildfires in recent years including the:
City of Malibu (CA)
City of Paradise (CA)
County of Sonoma (CA)
County of Santa Cruz (CA)
County of Jackson (OR)
Our ability to augment services to expedite Planning and permitting processes ensures that residents are afforded an opportunity to get their lives back. Other recent on-call Planning placements include the County of Jackson, Oregon where we are managing and staffing the Fire Recovery program and the City of Pinole where we staff a Permit Technician, Code Enforcement Officer, a Project Planner, and a 4-month contract for a Planning Manager to oversee the Planning, Building, and Code Enforcement Divisions. In addition, 4LEAF worked with the City of Pleasant Hill to oversee complex developer funded projects as well as City-driven policy updates.
4LEAF has successfully placed a variety of skilled staff in public and private agencies for over 22 years. Our professional, certified, and registered staff bring the greatest knowledge and understanding of their respective fields, which ensures that our clients receive staff that are highly experienced and able to assimilate into the City’s team. We thrive on customer service and recognize that every contact we make—whether an applicant, the general public, or an agency representative—is critical for building and maintaining partnerships.
Customer care is a core value at 4LEAF, and our staff is expected to operate in a fashion aligned with this value.
Our Planners have successfully completed many design review applications, use permits, subdivisions/plats, land development code updates, general and comprehensive plan updates and development, cannabis regulations, environmental documentation oversight, affordable housing, and solar, wind, and energy compatibility projects.
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Planning
April 5, 2023
PROJECT EXPERIENCE
On-Call Planning Services
4LEAF is currently providing On-Call Planning to the City of Sausalito for consulting roles including Interim Community Development Director and Senior Planner—in addition to roles from our Building Department contract. 4LEAF’s Director of Planning Services, Daniel Hortert, AICP, is currently assigned to the City and performs duties in the capacity of the Interim Community Development Director. Daniel oversees functions of the Community Development Department, which encompasses Planning, Building, Code Enforcement, and Administration for the City. His responsibilities include:
Supervising a staff of 9.
Acting as Secretary to the Planning Commission.
Performing Design Review for projects and presenting to City Council and the Planning Commission.
Processing discretionary development applications such as Design Review, Condo Conversions, heightened review projects, CUPs, and variances.
Processing administrative/ministerial projects such as ADU/JADUs, SB 9 (urban lot splits, SB 9 structures), and administrative variances.
Developing departmental budgets.
Current/Recent Projects:
SB 9 Adoption – CA HOME (Housing Opportunity and More Efficiency) Act: Modifies residential zoning rules to allow up to four homes to be built on a property zoned for one house. The standards for Sausalito include a maximum of 1,200 square foot units and a maximum height of 16 feet and a State-mandated 4- foot side and rear setbacks.
Historic Context Statement: 4LEAF worked with City’s consultant to get approved at City Council. This endeavor has been in the works for many years—the document is intended to give residents and other stakeholders a better understanding of the history and context of Sausalito's built environment and help guide future decisions about historic preservation.
Land Acknowledgement Statement/Policy
Agency Name: City of Sausalito
Contact Name: Chris Zapata, City Manager
Contact Telephone:(415) 289-4166
Contact Email: [email protected]
Contract Dates: 2022 - Present
Cityof Sausalito
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Planning
April 5, 2023
On-Call Planning Services
4LEAF provided a Senior-Level Planner to the City where we oversee several complex Planning projects. All projects with the City of Pleasant Hill are developer-funded and responsibilities included:
Preparing staff reports, resolutions, and ordinances
for recommendations by the Architectural Review
Commission, Planning Commission and City Council
Processing applications for minor/major subdivisions
Planned Unit Development/Specific Plan
General Plan Amendment
Minor/Major Subdivisions
Development Plans
CEQA Review
Architectural Review Permits
Current/recent project support:
Downtown Cleveland Multi-Family Specific Plan: Architectural Review, Planned Unit Development/Specific Plan “Concept Plan”, Development Plan, General Plan Amendment, and environmental review for a 189-unit multi-family residential development near the City’s Downtown.
Project is preparing for public hearings before the Architectural Review Commission, Planning Commission, and City Council.
Oak Park Specific Plan:34 lot major subdivision, development plan, and rezone (PUD). Rezone from R- 10 (SFR 10,000 min) to Multi-family very low density as part of a Planned Unit Development/Specific Plan, development plan review. Prepared all staff reports and made presentation to the Architectural Review Commission, Planning Commission, and City Council. 590 Creekside Minor Subdivision: 2-lot single family subdivision. Prepared all staff reports findings and resolution for approval before the Planning Commission and City Council. 2001 CCB Façade Improvements: Façade improvements for a medium sized retail center. Architectural Review permit. Application withdrawn because of costs.
In addition, our Planner assisted the City with securing their SB2 grant.
AgencyName: CityofPleasantHill
ClientContact: TroyFujimoto,CityPlanner
ClientTelephone:(925)671-5209
ClientEmail: [email protected]
Contract Dates: 8/2019 - Ongoing
City of PleasantHill
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Planning
April 5, 2023
Planning, Public Works, and Fire Recovery
In addition to our other services, 4LEAF is providing the City of Malibu with two (2) Associate Planners and one (1) Senior Planner whose main task is reviewing residential development proposals, plans, and applications for the Woolsey Fire Rebuild and Recovery project. This information includes performing inspections of properties and structures for compliance with current City zoning codes and regulations and recommending improvements and rehabilitation programs.
Staff work with the City staff to coordinate outreach and educational meetings to speak to residents and local professionals. Staff also provided data analysis on application types received, approved, and pending for public dissemination and City meetings. Additional tasks include:
Providing a project manager to oversee routine
application projects including analyzing and evaluating site and architectural plans, performing technical
reviews, making recommendations, and providing
approval on applications and in-house reviews.
Processing permit applications and calculating
appropriate fees.
Preparing staff reports for the Planning Commission, City Council, various City committees, and advisory boards as directed, preparing research, reports, maps, and conducting briefs.
Conferring with architects, builders, attorneys, contractors, engineers, and the public regarding City development policies and standards; providing and clarifying information related to zoning, general plan compliance, signage, and other issues.
Conducting studies and needs assessments for the development of programs to address significant development issues.
Participating in coordinating City planning and development related activities with other City departments and with outside agencies.
Answering questions and providing information to the public; investigating complaints and recommending corrective action as necessary to resolve complaints concerning the City’s planning function.
Maintaining accurate records and files and performing additional planning duties as needed.
AgencyName:
Contact Name:
Contact Telephone:
Contact Email:
Contract Dates:
CityofMalibu
Elizabeth Shavelson, Asst. to the City Manager
(310) 456-2489
[email protected]
1/2019 - Ongoing
Cityof Malibu
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work – Fire
April 5, 2023
SECTION 4: SCOPE OF WORK – FIRE
Our Fire team is comprised of experienced Fire Plan Reviewers, Fire Protection Engineers, Fire Marshals, and Fire Chiefs. 4LEAF’s fire inspectors are all ICC and/or OSFM Certified and experienced working within a municipal work environment. Our fire plan review and inspection processes similarly follow the procedures and timelines outlines in our Building plan review and inspection sections. We have worked on several high-profile contracts for fire prevention services and recovery programs including:
City of Victorville – Fire Prevention Program and Fire Plan Review Services City of Malibu – Fire Recovery and Plan Review Services City of Murrieta Fire Department – Fire Plan Review, Fire Inspection, and Fire Marshal Services University of California, Santa Barbara – Fire Plan Review Services Ventura County – Plan Review and Fire Recovery Services Jackson County, Oregon – Fire Recovery Program
Santa Cruz County – Fire Recovery Program
Solano County – Fire Recovery Program
Sonoma County – Fire Recovery Program
Town of Paradise – Fire Recovery Program
Livermore Pleasanton Fire Department – Fire Review and Inspection Services City of Oakland Fire Department – Fire Plan Review Services
Fire Plan Review Services
4LEAF can provide plan review services for all types of occupancies and construction types to ensure compliance with all adopted codes, local ordinances and state and federal laws, ordinances, regulations, and standards that pertain to Fire Life Safety Including, but not limited to:
CA Title 24, Parts 2, 3, 4, and 9
NFPA 13, 13R, 13D, 24, and 72
Local amendments to the California Building and Fire Codes California Health and Safety Code
Municipal Fire Standards & Municipal Codes
National Fire Protection Referenced Standards
4LEAF is one of the Fire Life Safety industry’s leaders in Plan Review Services. Our Fire Plan Review Services include:
Compliance for Site Access Requirements
Compliance for Fire Flow Requirements
Review of Fire Prevention, Suppression, and
Detection Systems
Sprinkler, Standpipe, Alarm, Notification
Systems, and Fire Pump Code Compliance
Hazardous Occupancies, High Piled Storage, and
Smoke Control Systems
Review of Alternate Means
Review of Methods Requests
Annual Business Inspections
Complete Fire Prevention Services
New Construction Inspections
Fire Alarm/Sprinkler Inspections
Special Event Permits
Hazardous Materials Inspections
In-House Plan Review
Off-Site Plan Review
Code and Standards
Public Education and Safety Training
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Fire
April 5, 2023
PROJECT EXPERIENCE
Fire Review & Fire Inspection Services
4LEAF is currently supplying on-site inspection and on-site review for projects in the Menlo Park Fire Protection District. 4LEAF’s scope includes performing professional duties in the inspection and assessment of hazardous materials facilities and sites.
Agency Name: Menlo Park Fire District
Contact Name: John Johnston
Contact Phone: (650) 688-8400
Contact Email: [email protected]
Dates of Services: 2014 - Present
Fire Plan Review & Fire Inspection Services
4LEAF has been supplying fire inspection, fire plan review, and administrative services for the County of San Mateo since 2020. 4LEAF’s scope of services include:
Plan review of planning and development applications submitted to the County’s Planning and Building Department for conformance with State and local fire codes, standards, and regulations, including structural, non-structural fire-life safety, MEP, and energy.
Provide written reports to County fire department and/or county outlying deficiencies for each review.
Provide experienced certified fire inspectors for on-call inspection support to supplement County fire staff and to accommodate peak demand or temporary staff replacement upon request of County.
Agency Name: County of San Mateo
Contact Name: Gary Silva, Fire Marshal
Contact Phone: (650) 345-1612
Contact Email: [email protected]
Dates of Services: 2020 - Present
Fire Plan Review & Fire Inspection Services
4LEAF is currently supplying on-site inspection and on-site review for projects in the City of Yuba City. 4LEAF has inspected a variety of commercial, industrial, educational, and multi-family residential buildings for compliance with local, state, and national regulations. 4LEAF has provided inspections and tests for the installation and operation of fire protection systems, and assisted the Fire Marshal and other officers in investigating the cause and origin of fires.
Agency Name: Yuba City Fire Department
Contact Name: Jesse Frias, Fire Marshal
Contact Phone: (530) 822-4809
Contact Email: [email protected]
Dates of Services:2020 - Present
Menlo Park Fire Protection District, CA
County of San Mateo, CA
Yuba City Fire Department, CA
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Fire
April 5, 2023
Fire Plan Review and Inspection Services
4LEAF is currently administering a complete Fire Prevention Bureau. We are providing on- and off-site plan review, annual, sprinkler, OSHPD, alarm, and state mandated inspections. 4LEAF presently staffs five positions including Fire Inspectors and a Fire Marshal and ensures that all project deadlines are delivered as per the City’s contract.
Services performed by 4LEAF include:
Provide a California certified Fire Marshal to perform fire investigations, public education, and other Community Risk Reduction (CRR) programs.
Provide a minimum of one (1) California certified Fire Prevention Officer at the City during regular business hours to meet with the public, review fire plans and conduct fire inspections.
Plan review for compliance with the California Fire Code, as amended and adopted by the State of California (Title 24, Part 9 of the California Fire Code) and the City of Victorville requirements.
Plan review for compliance with the National Fire Codes as published by the National Fire Protection Association (NFPA), as adopted and referenced by the State of California (Title 24, Part 2 of the California Building Code; Title 24, Part 9 of the California Fire Code) and the City requirements.
Plan review for compliance with applicable provisions relating to fire alarm systems of the National Electrical Code as published by the National Fire Protection Association (NFPA), as adopted and amended by the State of California (Title 24, Part 3 of the California Electrical Code.) Inspections of all new structures and modifications to existing structures for compliance with all State and Local requirements as prescribed by the California Building Code; California Fire Code; and City of Victorville requirements.
Inspections of fixed fire suppression systems to confirm installation complies with the approved plans; State requirements; local requirements and manufacturer’s specifications.
Inspections of fire sprinkler systems to confirm installation complies with the approved plans; State requirements; local requirements and manufacturer’s specifications.
Inspections of fire alarm systems to confirm installation complies with the approved plans; State requirements; local requirements and manufacturer’s specifications.
Support office staff and provide counter service, respond to questions, return phone calls and emails, input correction notices and case-related comments into the City’s permitting software system (EnerGov); file and/or scan documents following field inspections.
Agency Name: City of Victorville
Client Contact: Kevin Collins, CBO, CFM, Building and Fire Official Client Phone: (760) 646-0131
Contact Email: [email protected]
Project Dates: 2019 - Present
Cityof Victorville
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Public Works
April 5, 2023
SECTION 4: SCOPE OFWORK – PUBLIC WORKS
Our team developed its project and construction management project approaches from years of field experience providing the overall administration of the construction process. 4LEAF fully understands the construction process, works proactively to identify problems early, and mitigates each risk before it affects the project performance goals. The following work plan details our team’s construction management and inspection approach to achieve the City’s projected goals.
CONSTRUCTION MANAGEMENT
PRE-CONSTRUCTION
Constructability reviews and alternative construction methods allow for cost and schedule savings. Upon receiving a notice-to- proceed (NTP), our team will conduct a thorough constructability review that will focus on anticipating issues in the field and resolving them through fast and flexible problem solving. This approach will result in timely completion of the work, claims avoidance, and reduction of public inconvenience.
Within a week after the review is complete, our CM team will meet with the City and design team to discuss any comments. To mitigate risks, our team will perform a preconstruction job walk and identify additional work items. The team will confirm project quantities and actively monitor removal, rehab, and/or replacement.
Our team will schedule, coordinate, and conduct a pre-construction conference with the City, Contractor, design engineer, utilities, and other stakeholders. An agenda will then be prepared in advance to notify attendees of key items for discussion. At the pre-construction meeting, we will discuss special contract and/or concerns, and establish the protocol to be used throughout the project. The meeting will highlight the contractor’s responsibility for items such as order of work, permit and environmental agreements, safety and access, progress pay requests, labor compliance, submittals, RFIs, CCOs, quality control, materials certification, schedule updates, and weekly meetings. We will review the baseline schedule and verify that it meets all the required information prior to issuing the NTP to the contractor.
SCHEDULING
Our team will maintain a master project schedule to include all completed and scheduled work. We will provide updates on anticipated closure, detours, etc. The team will also provide updates to the City on construction progress and any other pertinent project information through monthly progress reports.
This update will show current conditions and revisions required by actual progress.
The monthly progress billing will be tied to the construction schedule. Work activities and material deliveries will be assigned the correct completion percentage by the Contractor. This will be reviewed by the Construction Inspector and discrepancies will be addressed. If necessary, the Contractor will revise and resubmit the schedule
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Public Works
April 5, 2023
of values. This process ensures the Owner is accurately billed for the completed work monthly. We will approve the monthly construction schedule, including activity sequences/durations, schedule of submittals, and schedule of delivery for products with long lead-time.
PROJECT IMPACTS
We will work proactively to eliminate or reduce project impacts from change orders by providing first-line management of CCO administration including review and evaluation of CCO requests; independent estimates; project mitigation such as possible alternatives and negotiation as the City’s advocate; written approval from the City’s Construction Manager prior to approval of any extra work; investigation and inspection of site conditions that differ from those described in the contract documents; schedule impact and analysis and verification; recommendations to the project Owner on acceptance; impact mitigation; review of submittals in support, and recommendation for resolution, of claims and disputes; and verification of costs.
REVIEWS
The Construction Manager will perform on-going review throughout the project to avoid any potential claims. If claims arise, the Construction Manager will work with the City and Contractor to find the best solution to resolve any claims in a timely manner. The Construction Manager and Inspection staff bring a detailed understanding of the City’s processes for administering CCOs per the City’s standards & procedures. We will work closely under the direction of the City’s Construction Manager with the contractor to verify that change orders are processed and executed promptly by the contract documents and City’s procedures. Inspectors will verify all work performed under time and materials, including equipment, contractor crew, and field measurements quantities. The Construction Manager will perform a review and recommendation for any contractor change orders.
STATUS UPDATES
The Team will provide a monthly status update on the project construction budget, indicating actual costs for completed activities and work in progress. We will also include estimated costs for uncompleted work. This monthly report will identify variances between actual and budgeted or estimated costs and shall advise the City if any actual construction costs have exceeded or will exceed the project construction budget for the entire project or any project component. We will work closely with the contractor to ensure any issues are properly documented and corrected. We will review the engineer’s estimate for accuracy.
The project budget will be closely reviewed and monitored, and the team will communicate any anticipated changes to the City. Strict compliance with the original scope of work and initial construction cost budget can be achieved through continuous, and timely communications with City staff. Our key members are immediately available and committed to fully staffing the project through completion to provide a quality project delivered on time and within budget. We will anticipate staffing needs and adjust our staffing as project needs change. Our Construction Manager will regularly evaluate construction management staffing to ensure resources are where they are most effective.
COST MANAGEMENT
Our team will track the value of the completed work to ensure accurate and detailed monthly progress billing by the Contractor and will proactively manage the change order process. Inspectors will verify all work performed under time and materials, including equipment, contractor crew, and field measurements quantities. We will Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Public Works
April 5, 2023
oversee all authorized work performed under unit costs and additional work performed based on actual costs of labor and materials of a force account.
PROGRESS MEETINGS
The construction management team will hold weekly construction/progress meetings with the contractor, City, and stakeholders to discuss current construction activities, contract issues, progress, procedures, problems, change orders (COs), submittals, request for information (RFIs), deficiencies, and go over the “look ahead” schedule for upcoming work.
PROJECT CLOSEOUT
We will prepare a final report detailing the work completed, costs, changes, warranties, and documentation provided to the City. All project documents will be delivered to the City at Project completion. The report will also include a section on future suggestions and lessons learned. Our Construction Manager will take a proactive approach at processing close-out documentation including completion of final punch list items, guarantees/warranties, as-built plans, commissioning, subcontractor liens, retention, and final acceptance/certificates of completion, orderly transfer of key records and documents, resolution of outstanding issues, final payment preparation and processing along with final acceptance or record drawings. We will schedule and oversee the warranty repair requests within the one-year warranty. We will determine if any defects or imperfections are warranty issues. Upon completion of the project, we will provide the City with both hard and electronic copies of project documentation.
INSPECTION SERVICES
Our team will make on-site inspections to check the quality and quantity of the work performed by all trades and guard the City against defects and deficiencies in the work by the Contractor. As necessary, our team will inspect construction means, methods, techniques, and sequences to evaluate the Contractor's compliance with the intent of the construction documents and recommend necessary remedial action to the Contractor.
REPORTING
Our team of proposed Engineers and Inspectors have the knowledge, skill, and experience to inspect all the anticipated construction operations for this contract. Throughout the project, our inspectors will review contract documents, plans, and permits. Inspectors will monitor and enforce construction noticing requirements. The inspectors will use their expertise to provide field conflict resolutions. The inspectors’ primary duties will be to inspect and verify all work in place meets the requirements of the contract plans and specifications, traffic control plans, shop drawings, COs, and O&M manuals as well as maintenance of project documentation.
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Public Works
April 5, 2023
We will verify that all work conforms with the requirements and identify any issues of non-compliance with the applicable codes. Inspectors will meet with the project design team, City’s consultants, and City staff to work out any problems and resolve issues quickly and efficiently. The team will make recommendations to the City for any required special inspection or testing not in compliance with the provisions of the contract documents.
The proposed staff will complete daily reports and progress reports for the City. Daily reports will include equipment, crews/personnel, weather, contractor’s work on the site, work accomplished, problems encountered, and photos (before, during and after construction).
Reports will be accessible by City staff to ensure that the City is informed of the project progress and will be submitted weekly. The Team will provide digital photos and/or video documentation prior to work, with work in progress, and upon acceptance of work. The complete set of photographs/video will be submitted to the City at the completion of the project. A monthly progress report will include an overview of work accomplished during the previous month, an overview of work to be accomplished the following month, an updated schedule
(based on the Contractor’s schedule of values), a list of problem areas, if any, and proposed corrective actions, and a bar graph comparing the monthly and cumulative invoiced amounts with the total authorized CM budget. We will prepare and send a weekly statement of working days, days remaining, and rainy days to the Contractor.
We will coordinate with the Contractor and the City when the work is ready for final inspection. We will conduct a final inspection/walk-through including City staff, Contractor, maintenance/service personnel, and project architect/design consultant. We will also review and process the release of retention. We will obtain evidence of certification of the release of all liens and stop notices. We will obtain certification of delivery of record drawings to the City and design engineer. We will advise the City when the Notice of Completion (NOC) should be filed prepare the final punch list when the contractor has certified and demonstrated the work is complete.
SERVICES
The following represents the normal responsibilities associated with providing construction inspection during the construction phase of a project. The actual services are tailored to meet the specific needs of each project:
Providing daily inspection and documentation of job-related activities Monitoring and documenting Contractor’s work for adherence to contract plans and specifications
Preparing and maintaining thorough daily inspection reports Providing continual review of plans and specifications
Coordinating schedules for testing and surveying
Documenting information related to manpower, equipment, and time Attending all necessary meetings
Providing accurate measured quantities and review pay estimates submitted by contractor Providing pictorial and/or video logbook of construction activities, and maintain separate “as-builts” Reporting all discrepancies requiring corrective actions to the construction manager and/or owner
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Public Works
April 5, 2023
Meeting with Contractor to review proposed work and schedule inspection Developing “Punch List” items and following up with corrective measures PROJECTS REQUIRING OSHPD, DSA, ICC, ETC.
4LEAF maintains an updated database complete with each inspector’s skillsets, certifications, project history, continuing education, etc. Our Project Manager will work closely to identify the right inspector for each assignment/task. 4LEAF has a proven track record of providing Inspectors for daily assignments or specialty assignments—this includes staff augmentation and project staff augmentation roles.
STATUS UPDATES
Keeping the City informed of project/contract status is as important as physically doing the work. As such, our PM will keep the City’s Construction Manager apprised of project status through regular progress and budget reporting. We will report progress, identify potential problem areas, and keep the City informed on budget and schedules on a regular basis.
To accomplish the above, we propose two reporting tools, 1) a Work Order Tracking Report and 2) Monthly Expenditure Reports. These reports will be updated monthly, submitted to the City Construction Manager, and reviewed in a monthly update meeting. The frequency of reporting/meeting and content of each report will be discussed in detail with City staff following contract award.
WorkOrderTracking MonthlyExpenditureReports
Our Project Manager will submit a monthly
expenditure report for each Work Order to include
the following:
Work Order status
Notice to Proceed (NTP) date
Schedule
Budget
Expended amount to date
Remaining budget to date
Pertinent Comments
Our Project Manager will submit a monthly
expenditure report for each Work Order to include the
following:
Percent of completion
Percent expended
Summary of monthly activity
Identification of problem areas
In addition to the above listed items, the monthly expenditure report will include a Work Order summary, a list summarizing budget and status, and a monthly invoice summary (i.e.: invoiced this month, prior amount invoiced, billed to date, etc.).
CLIENT RELATIONSHIPS
Providing Inspection personnel with the partnership mentality is what has set 4LEAF apart from our competition.
We believe that working with the design professionals, contractors, construction managers, project managers, and City personnel will allow all of us to get to a desired outcome and preserve both schedule and budget in the process. Complex IOR work requires a 24/7 approach for being accessible to ensure all items are communicated and addressed in an expeditious manner. Where possible, 4LEAF is willing to assist other projects (whether billable or non-billable) to ensure conformity and consistency as well as to maintain positive relationships.
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Public Works
April 5, 2023
Provide all project
documents to
City.
Provide daily field
reports,
etc. to City.
Work with City
to identify project
schedule.
Provide “no
surprises”
oversight for
project schedule,
and quality.
Match our Staff
with Project
Requirements.
Ensure QA
Procedures are
followed.
Quality Control
Since our inception, 4LEAF has excelled in providing plan review, construction management, and inspection services to more than 350 clients including private entities, cities, counties, state, and federal agencies. Having worked with many public agencies, we know how to accomplish the roles of project management, construction management, and inspection on projects of all sizes, durations, and complexities from conception to completion.
We realize this is not an easy task—procedures must be followed, and documentation must be maintained in order to properly close out a project. 4LEAF is dedicated to improving the effectiveness of our methodology which will assist the City in achieving its goals.
Below, we have detailed out general methodology/process managing Task Order projects:
City awards contract.
4LEAF PM Identifies
critical issues and City
needs.
Reinforce City
procedures and
policies with our team
members.
Follow up with City
throughout project’s
duration. Provide
regular updates &
QC audits.
Perform project
closeout
procedures.
Provide 4LEAF
staff with City
QA Procedures.
Ensure staff has
proper training.
We understand that an effective Quality Assurance (QA) program is necessary to deliver a quality project and that the program has a place in each stage of the project’s life. The above graphic illustrates how QA and Quality Control (QC) are the heart of any project. We believe that quality and safety must be maintained as the ultimate priority of every person involved in a project. Without quality, the other elements of the project don’t matter. We agree with the definition of an effective Quality Management System as “not just one where good products and services are delivered.” Rather, it is one that continuously seeks to improve the products and services being delivered and the corresponding delivery processes used by the organization.
We will ensure QA Plan compliance throughout the project’s duration.
We will monitor and assist with QA deviations/non-compliance actions until resolved.
We will systematically and continually review plan review, inspection procedures, and activities for compliance with the procedures.
We will implement and maintain effective procedures to ensure that all complies with requirements.
Our QA program will emphasize both preventative and verification activities. We will conduct and formally document verification processes, including both daily and weekly review of documents and maintenance of checklists and/or logs for control of documentation.
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Public Works
April 5, 2023
PROJECT EXPERIENCE
Construction Management and Inspection Services
4LEAF provided the CM and Inspection services to the City of Mill Valley for the $13.5M Miller Avenue Streetscape Project capital improvement project, which has dramatically improve multi-modal movements for pedestrians, bicyclists, and motor vehicles. It will install new underground utilities, rehabilitate asphalt pavement; and replace sidewalks, utility boxes, streetlights, and landscaping to beautify more than two miles of Miller Avenue. Project includes the Full-Depth-Reclamation (FDR) and Cold-In-Place Recycling (CIR) asphalt paving methods, as well as various sanitary sewer rehabilitation methods including pipe bursting, cured-in-place lining, and open trench pipe removal and replacement.
As the largest Public Works project ever undertaken by the City of Mill Valley in the heart of its downtown district, the project has garnered a large amount of attention from stakeholders. The City is well known as being home to residents who are heavily involved in city issues. 4LEAF has been formally recognized and commended by elected officials, city staff, multiple residents, and businesses for created a very positive construction environment through 4LEAF’s full-time on- site presence and availability in coordinating issues specific to traffic, parking, safety, pedestrians, and businesses.
Services performed by 4LEAF included:
Performing close collaboration between the City staff, design firm, construction contractor, and 4LEAF’s subconsultants for materials testing/special inspection and schedule management.
Performing extensive daily public outreach and communications with downtown business owners concerning issues such as access to their properties; collecting daily photographs of construction activities.
Managing project documentation according to LAPM requirements as required for federal funds.
Agency Name: City of Mill Valley
Client Contact: Andrew Poster, PE, TE
Client Phone: (415) 384-4800
Client Email: [email protected]
Project Dates: 2016 - 2017
City of Mill Valley, CA
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Public Works
April 5, 2023
Wet Weather Equalization Basin Project
4LEAF provided Project Management, Construction Management, and Inspection Services for the City of Pacifica’s $19M Wet Weather Equalization (EQ) Basin project. 4LEAF also provided Project Management and Constructability Review services during the Geotechnical Investigation, Design, and California Environmental Quality Act (CEQA) Evaluation phases of the project. The project was constructed to eliminate capacity-related sanitary sewer overflows (SSOs) in the City’s sanitary sewer collection system during the rainy season. The EQ Basin and pipelines were constructed adjacent to and
within residential neighborhoods, and 4LEAF performed daily noise monitoring inside and adjacent to the project area and extensive public outreach. 4LEAF was responsible for coordination and ensuring contractor compliance of the CEQA Mitigation Monitoring and Reporting Plan as well as assisting in obtaining Addendums to the CEQA document.
Construction began in June 2017 and the following key construction activities were performed:
Drilling and sampling activities by 4LEAF to perform in-situ waste characterization of the 23,000 cubic yards (cyds) of soil to be excavated for the EQ basin.
Site demolition.
Construction of a perimeter sound wall adjacent to nearby residences.
Construction of a 3-foot-thick outer concrete cutoff wall (24 interconnected panels) to depths ranging between 50 and 70 feet below ground surface (bgs) around the perimeter of the EQ Basin structure.
Installation and operation of a localized dewatering system during construction of EQ Basin structure.
Construction of a 5-foot-thick reinforced concrete mat slab and 2-foot-thick inner concrete liner wall.
Installation of all mechanical piping, electrical conduit and wiring, motor control center bldg. w/ PLC panel, discharge pumps, explosive-proof lighting, odor control piping, blowers, and GAC vessel.
Restoration of parking lot, sidewalks, lighting, and bio-retention basins for surface stormwater runoff.
Installation of approx. 200 feet of 36-inch-diameter steel casing using jack-and-bore techniques.
Agency Name:City of Pacifica
Client Contact:Louis Sun, PE, Deputy Director Public Works Client Phone:(650) 738-4662
Client Email: [email protected]
Project Dates:2015 - 2020
Cityof Pacifica
Qualifications to Provide On-Call Professional Consulting Services to the City of San Pablo Section 4: Scope of Work –Public Works
April 5, 2023
Construction Management and Inspection
4LEAF is providing full Construction Management and Inspection services for the City of San Marcos’ Creek District Capital Improvement Project, beginning with complete constructability review in fall of 2018. The $62M Project will provide public infrastructures constructs to facilitate the development of the office, retail, and residential properties envisioned in the award-winning San Marcos Creek Specific Plan to revitalize and conserve 214 acres along the San Marcos Creek.
The Project includes extensive environmental monitoring and public outreach on this highly anticipated project.
The Project scope includes the
floodway infrastructure - an
earthen levee along the south side
of San Marcos Creek from the
Bent Avenue/ Craven Rd.
intersection west to the Via Vera
Cruz/ Discovery Street intersection and a building pad/earthen embankment north of the creek to protect existing and future development from flooding. The project includes several roadway improvements including Discovery Street from Via Vera Cruz to the Bent Avenue/Craven Road intersection, bridges at Via Vera Cruz Road and Bent Avenue, and widening the embankment along northbound San Marcos Boulevard.
The project also includes the construction of 70 acres of urban infrastructure support/park land with both subsurface and surface uses. In addition, the project will construct an active-use trail system, park space, and the building pads that accommodate the extension of the 445-foot-long Via Vera Cruz Bridge and 505- foot-long Bent Avenue Bridge.
Construction began in March 2020. In general, 4LEAF’s scope of work includes:
Project Management
Design Review
Procurement / Bid Support
Construction Management
Construction Inspection
Biological Surveys
Agency Name:City of San Marcos
Client Contact:Isaac Etchamendy, PE, Senior Civil Engineer Client Phone: (760) 744-1050, ext. 3273
Client Email: [email protected]
Project Dates:2019 - Present
City of San Marcos
Qualifications to Provide On-Call Professional Consulting Services to the City of SanPablo Section 5: Fee Schedule
April 5, 2023
FY2023-2024 FEE SCHEDULE & BASIS OF CHARGES
FOR THE CITYOF SANPABLO
All Rates are Subject to Basisof Charges
PLANREVIEWCOSTSTRUCTURE NOTES
Plan Review Percentage:70%
(Inclusive of all disciplines except Fire and Civil, which are billed on an hourly basis.)
Hourly Plan Review: $125 Non-Structural Review
$155 Structural Review
Fee includes:
Initial review and two (2) rechecks. Hourly
charges apply after three (3) or more
rechecks.
Shipping, courier, and electronic service.
Building & Fire
Permit Manager ..................................................................................................................................$112.27/hour Senior Permit Technician .................................................................................................................... $91.67/hour Permit Technician ............................................................................................................................... $79.31/hour Clerk/Administrator ............................................................................................................................$72.10/hour Chief Building Official..........................................................................................................................$173.04/hour Senior Combination Building Inspector (Building Inspector III) ..........................................................$128.75/hour Commercial Building Inspector (Building Inspector II)........................................................................$113.30/hour Residential Building Inspector (Building Inspector I) ..........................................................................$97.85/hour Civil Plan Review ................................................................................................................................. $175.10/hour Structural Plan Review Engineer.........................................................................................................$159.65/hour Non-Structural Plans Examiner ...........................................................................................................$128.75/hour Fire Prevention Officer........................................................................................................................$159.65/hour Fire Protection Engineer (FPE) ............................................................................................................ $200.85/hour Fire Plans Examiner.............................................................................................................................$72.10/hour Fire Inspector II ...................................................................................................................................$133.90/hour Fire Inspector I ....................................................................................................................................$118.45/hour Inspector of Record.............................................................................................................................$159.65/hour Public Works Inspector .......................................................................................................................$169.95/hour OSHPD Inspection/Review ..................................................................................................................$159.65/hour Certified Access Specialist (CASp) .......................................................................................................$175.10/hour GoFormz Software .................................................................................................................. $50/user monthly Hourly overtime charge per inspector...................................................................................... 1.5 x hourly rate Mileage (for inspections performed within the City)................................................................... IRS Rate + 20% Project Management
Project Manager ................................................................................................................................. $174.07/hour Director ............................................................................................................................................... $204.97/hour Principal-in-charge .............................................................................................................................. $216.30/hour Qualifications to Provide On-Call Professional Consulting Services to the City of SanPablo Section 5: Fee Schedule
April 5, 2023
Code Enforcement
Project Manager ............................................................................................................................... $174.07/hour Director of Code Enforcement.......................................................................................................... $154.50/hour Senior Code Enforcement Officer ..................................................................................................... $128.75/hour Code Enforcement Officer ................................................................................................................ $104.03/hour Administrative Support..................................................................................................................... $79.31/hour Planning
Principal-in-Charge............................................................................................................................ $216.30/hour Housing Policy Director..................................................................................................................... $211.15/hour Planning Director .............................................................................................................................. $204.97/hour Principal/Planning Manager ............................................................................................................. $180.25/hour Senior Planner................................................................................................................................... $164.80/hour Associate Planner.............................................................................................................................. $142.14/hour Assistant Planner .............................................................................................................................. $118.45/hour Planning Technician .......................................................................................................................... $92.70/hour
BASIS OF CHARGES
Rates are inclusive of “tools of the trade” such as forms, telephones, and consumables.
All invoicing will be submitted monthly.
Staff Augmentation work (excluding plan review) is subject to 4-hour minimum charges unless stated otherwise. Services billed in 4-hour increments.
Most plan reviews will be done in 10 business days or less and 5 business days or less for re-checks. This is not inclusive of holidays or the day of the pick-up of plans.
Expedited reviews will be billed:
- Scenario #1 (Applicant requested): at 1.5x the plan review fee listed in the Fee Schedule. - Scenario #2 (City requested): at no additional cost to the City, plan review of deferred submittals & revisions will be billed at the hourly rates listed.
Plan review of deferred submittals & revisions will be billed at the hourly rates listed the Fee Schedule.
All plan review services will be subject to a $250.00 minimum fee if percentage-based fee or two (2) hour minimum charge if hourly rates apply.
Larger complex plan reviews can be negotiated to achieve the best possible pricing. 4LEAF has a proven track record of working with municipalities to provide expedited reviews with discounted pricing when applicable.
All plan review services are billed on a percentage basis and includes the initial review and 2 rechecks. - Plan reviews will be billed on an hourly basis only after the initial review and two rechecks unless otherwise agreed upon on a case-by-case basis.
- Fire and Civil Reviews are billed on an hourly basis and are not included in our plan review percentage.
4LEAF assumes that these rates reflect the FY2023-2024 contract period. 3% escalation for FY2024-2025 and FY2025-2026 is negotiable per market conditions.
Qualifications to Provide On-Call Professional Consulting Services to the City of SanPablo Section 5: Fee Schedule
April 5, 2023
Overtime and Premium time will be charged as follows:
- Regular time (work begun after 5AM or before 4PM) 1 x hourly rate - Nighttime (work begun after 4PM or before 5AM) 1.125 x hourly rate - Overtime (over 8-hour M-F or Saturdays) 1.5 x hourly rate - Overtime (over 8 hours Sat or 1st8-hour Sun) 2 x hourly rate - Overtime (over 8 hours Sun or Holidays) 3 x hourly rate Overtime will only be billed with prior authorization of the designated City personnel.
All work with less than 8 hours rest between shifts will be charged the appropriate overtime rate.
In accordance with California’s Meal Break and Rest Break Law requirements, Client will be billed one (1) additional hour per day at the regular time rate for each missed meal or rest break due to Client- directed tasks or requirements. Client should allow 4LEAF’s non-exempt, hourly employees the opportunity to take their entitled rest and meal breaks during each work shift.
If 4LEAF is requested or otherwise required to conform to Client’s alternative work week schedule (“AWW”), Client hereby agrees to compensate or reimburse 4LEAF for all overtime paid to its employees who work an AWW.
- If 4LEAF’s affected employment group approves an AWW election and the same is registered, the overtime compensation/reimbursement shall not be required.
Mileage driven during the course of Inspections will be charged at cost plus 20%.
Payment due on receipt. All payments over 30 days will be assessed a 1.5% interest charge.
Client shall pay attorneys’ fees, or other costs incurred in collecting delinquent amounts.
Client agrees that 4LEAF’s liability will be limited to the value of services provided.