CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
THIS AGREEMENT for consulting services is made by and between the City of South San Francisco (“City”) and Alta Planning and Design, Inc. (“Consultant”) (together sometimes referred to as the “Parties”) as of May 23, 2024 (the “Effective Date”).
Section 1. SERVICES. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in the Scope of Work attached hereto and incorporated herein as Exhibit A, at the time and place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit A, the Agreement shall prevail.
1.1 Term of Services. The term of this Agreement shall begin on the Effective Date and shall end on May 21, 2027. Consultant shall complete the work described in Exhibit A on or before that date, unless the term of the Agreement is otherwise terminated or extended, as provided for in Section 8. The time provided to Consultant to complete the services required by this Agreement shall not affect the City’s right to terminate the Agreement, as provided for in Section 8.
1.2 Standard of Performance. Consultant warrants they shall perform all work required by this Agreement and as further described in Exhibit A in a manner consistent with the skill and care ordinarily provided by professionals in the same discipline practicing in the same or similar locality under the same or similar circumstances during the same period of time and shall conform to the standards of quality normally observed by a person practicing in Consultant's profession.
1.3 Assignment of Personnel. Consultant shall assign only competent personnel to perform services pursuant to this Agreement. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Consultant shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons.
1.4 Time. Consultant shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance provided in Sections 1.1 and 1.2 above and to satisfy Consultant’s obligations hereunder.
Section 2. COMPENSATION. City hereby agrees to pay Consultant a sum not to exceed Seven Hundred Ten Thousand, Four Hundred Thirty-Six Dollars, ($710,436.00) notwithstanding any contrary indications that may be contained in Consultant’s proposal, for services to be performed and reimbursable costs incurred under this Agreement. In the event of a conflict between this Agreement and Consultant’s Scope of Services proposal, attached as Exhibit A, or Consultant’s compensation schedule, attached as Exhibit B, regarding the amount of compensation, the Agreement shall prevail. City shall pay Consultant for services rendered pursuant to this Agreement at the time and in the manner set forth herein. The payments specified below shall be the only payments from City to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all invoices to City in the manner specified herein.
Except as specifically authorized by City in writing, Consultant shall not bill City for duplicate services performed by more than one person.
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
Consultant and City acknowledge and agree that compensation paid by City to Consultant under this Agreement is based upon Consultant’s estimated costs of providing the services required hereunder, including salaries and benefits of employees and subcontractors of Consultant. Consequently, the Parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Consultant and its employees, agents, and subcontractors may be eligible. City therefore has no responsibility for such contributions beyond compensation required under this Agreement.
2.1 Invoices. Consultant shall submit invoices, not more often than once per month during the term of this Agreement, based on the cost for all services performed and reimbursable costs incurred prior to the invoice date. Invoices shall contain all the following information:
▪ Serial identifications of progress bills (i.e., Progress Bill No. 1 for the first invoice, etc.);
▪ The beginning and ending dates of the billing period; ▪ A task summary containing the original contract amount, the amount of prior billings, the total due this period, the balance available under the Agreement, and the percentage of completion;
▪ At City’s option, for each work item in each task, a copy of the applicable time entries or time sheets shall be submitted showing the name of the person doing the work, the hours spent by each person, a brief description of the work, and each reimbursable expense;
▪ The total number of hours of work performed under the Agreement by each employee, agent, and subcontractor of Consultant performing services hereunder; ▪ Consultant shall give separate notice to the City when the total number of hours worked by Consultant and any individual employee, agent, or subcontractor of Consultant reaches or exceeds eight hundred (800) hours within a twelve (12)- month period under this Agreement and any other agreement between Consultant and City. Such notice shall include an estimate of the time necessary to complete the work described in Exhibit A and the estimate of time necessary to complete work under any other agreement between Consultant and City, if applicable. ▪ The amount and purpose of actual expenditures for which reimbursement is sought;
▪ The Consultant’s signature.
2.2 Monthly Payment. City shall make monthly payments, based on invoices received, for services satisfactorily performed, and for authorized reimbursable costs incurred. City shall have thirty (30) days from the receipt of an invoice that complies with all of the requirements above to pay Consultant. Each invoice shall include all expenses and activities performed during the invoice period for which Consultant expects to receive payment.
2.3 Total Payment. City shall pay for the services to be rendered by Consultant pursuant to this Agreement. City shall not pay any additional sum for any expense or cost whatsoever
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
incurred by Consultant in rendering services pursuant to this Agreement. City shall make no payment for any extra, further, or additional service pursuant to this Agreement. In no event shall Consultant submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entire Agreement, unless the Agreement is modified prior to the submission of such an invoice by a properly executed change order or amendment.
2.4 Hourly Fees. Fees for work performed by the Consultant on an hourly basis shall not exceed the amounts shown on the compensation schedule attached hereto and incorporated herein as Exhibit B.
2.5 Reimbursable Expenses. The following constitute reimbursable expenses authorized by this Agreement 1) Alta Direct Expenses, Travel, Engagement Collateral Creation, Printing and Utility Potholing, 2) HMH Title Reports, 3) Rincon Millage, Field Package and Records Search, and 4) Parikh Drilling and Traffic Control for Drilling. Reimbursable expenses shall not exceed Sixty-One Thousand, Fourteen Dollars ($61,014.00). Expenses not listed above are not chargeable to City. Reimbursable expenses are included in the total amount of compensation provided under Section 2 of this Agreement that shall not be exceeded.
2.6 Payment of Taxes; Tax Withholding. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes. To be exempt from tax withholding, Consultant must provide City with a valid California Franchise Tax Board form 590 (“Form 590”), as may be amended and such Form 590 shall be attached hereto and incorporated herein as Exhibit (TBD). Unless Consultant provides City with a valid Form 590 or other valid, written evidence of an exemption or waiver from withholding, City may withhold California taxes from payments to Consultant as required by law. Consultant shall obtain, and maintain on file for three (3) years after the termination of this Agreement, Form 590s (or other written evidence of exemptions or waivers) from all subcontractors. Consultant accepts sole responsibility for withholding taxes from any non-California resident subcontractor and shall submit written documentation of compliance with Consultant’s withholding duty to City upon request.
2.7 Payment upon Termination. In the event that the City or Consultant terminates this Agreement pursuant to Section 8, the City shall compensate the Consultant for all outstanding costs and reimbursable expenses incurred for work satisfactorily completed as of the date of written notice of termination. The consultant shall maintain adequate logs and timesheets to verify costs incurred to that date.
2.8 Authorization to Perform Services. The Consultant is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator for each individual Task as described in Exhibit A and outlined in Exhibit C (Schedule).
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
2.9 False Claims Act. Presenting a false or fraudulent claim for payment, including a change order, is a violation of the California False Claims Act and may result in treble damages and a fine of five thousand ($5,000) to ten thousand dollars ($10,000) per violation.
2.10 Prevailing Wage. Where applicable, the wages to be paid for a day's work to all classes of laborers, workmen, or mechanics on the work contemplated by this Agreement, shall be not less than the prevailing rate for a day’s work in the same trade or occupation in the locality within the state where the work hereby contemplates to be performed as determined by the Director of Industrial Relations pursuant to the Director’s authority under Labor Code Section 1770, et seq. Each laborer, worker or mechanic employed by Consultant or by any subcontractor shall receive the wages herein provided for. The Consultant shall pay two hundred dollars ($200), or whatever amount may be set by Labor Code Section 1775, as may be amended, per day penalty for each worker paid less than prevailing rate of per diem wages. The difference between the prevailing rate of per diem wages and the wage paid to each worker shall be paid by the Consultant to each worker.
An error on the part of an awarding body does not relieve the Consultant from responsibility for payment of the prevailing rate of per diem wages and penalties pursuant to Labor Code Sections 1770 1775. The City will not recognize any claim for additional compensation because of the payment by the Consultant for any wage rate in excess of the prevailing wage rate set forth. The possibility of wage increases is one of the elements to be considered by the Consultant.
a. Posting of Schedule of Prevailing Wage Rates and Deductions. If the schedule of prevailing wage rates is not attached hereto pursuant to Labor Code Section 1773.2, the Consultant shall post at appropriate conspicuous points at the site of the project a schedule showing all determined prevailing wage rates for the various classes of laborers and mechanics to be engaged in work on the project under this contract and all deductions, if any, required by law to be made from unpaid wages actually earned by the laborers and mechanics so engaged.
b. Payroll Records. Each Consultant and subcontractor shall keep an accurate payroll record, showing the name, address, social security number, work week, and the actual per diem wages paid to each journeyman, apprentice, worker, or other employee employed by the Consultant in connection with the public work. Such records shall be certified and submitted weekly as required by Labor Code Section 1776.” Section 3. FACILITIES AND EQUIPMENT. Except as set forth herein, Consultant shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this Agreement. City shall make available to the Consultant only the facilities and equipment listed in this section, and only under the terms and conditions set forth herein.
City shall furnish physical facilities such as desks, filing cabinets, and conference space, as may be reasonably necessary for the Consultant’s use while consulting with City employees and reviewing records
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
and the information in possession of the City. The location, quantity, and time of furnishing those facilities shall be in the sole discretion of City. In no event shall City be obligated to furnish any facility that may involve incurring any direct expense, including but not limited to computer, long-distance telephone or other communication charges, vehicles, and reproduction facilities.
Section 4. INSURANCE REQUIREMENTS. Before beginning any work under this Agreement, Consultant, at its own cost and expense, unless otherwise specified below, shall procure the types and amounts of insurance listed below against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Consultant and its agents, representatives, employees, and subcontractors. Consistent with the following provisions, Consultant shall provide proof satisfactory to City of such insurance that meets the requirements of this section and under forms of insurance satisfactory in all respects, and that such insurance is in effect prior to beginning work to the City. Consultant shall maintain the insurance policies required by this section throughout the term of this Agreement. The cost of such insurance shall be included in the Consultant's bid. Consultant shall not allow any subcontractor to commence work on any subcontract until Consultant has obtained all insurance required herein for the subcontractor(s). Consultant shall maintain all required insurance listed herein for the duration of this Agreement.
4.1 Workers’ Compensation. Consultant shall, at its sole cost and expense, maintain Statutory Workers’ Compensation Insurance and Employer’s Liability Insurance for any and all persons employed directly or indirectly by the Consultant. The Statutory Workers’ Compensation Insurance and Employer’s Liability Insurance shall be provided with limits of not less than $1,000,000 per accident. In the alternative, Consultant may rely on a selfinsurance program to meet those requirements, but only if the program of self-insurance complies fully with the provisions of the California Labor Code. Determination of whether a self-insurance program meets the standards of the Labor Code shall be solely in the discretion of the Contract Administrator, as defined in Section 10.9. The insurer, if insurance is provided, or the Consultant, if a program of self-insurance is provided, shall waive all rights of subrogation against the City and its officers, officials, employees, and volunteers for loss arising from work performed under this Agreement.
4.2 Commercial General and Automobile Liability Insurance.
4.2.1 General requirements. Consultant, at its own cost and expense, shall maintain commercial general and automobile liability insurance for the term of this Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000) per occurrence, combined single limit coverage for risks associated with the work contemplated by this Agreement. If a Commercial General Liability Insurance or an Automobile Liability form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Such coverage shall include but shall not be limited to, protection against claims arising from bodily and personal injury, including death resulting therefrom, and damage to property resulting from
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
activities contemplated under this Agreement, including the use of owned and nonowned automobiles.
4.2.2 Minimum scope of coverage. Commercial general coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 or GL 0002 (most recent editions) covering comprehensive General Liability Insurance and Services Office form number GL 0404 covering Broad Form Comprehensive General Liability on an “occurrence” basis. Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (most recent edition). No endorsement shall be attached limiting the coverage.
4.2.3 Additional requirements. Each of the following shall be included in the insurance coverage or added as a certified endorsement to the policy:
a. The Insurance shall cover on an occurrence or an accident basis, and not on a claims-made basis.
b. Any failure of Consultant to comply with reporting provisions of the policy shall not affect coverage provided to City and its officers, employees, agents, and volunteers.
4.3 Professional Liability Insurance.
4.3.1 General requirements. Consultant, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability insurance for licensed professionals performing work pursuant to this Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000) covering the licensed professionals’ errors and omissions. Any deductible or self-insured retention shall not exceed ONE HUNDRED AND FIFTY THOUSAND DOLLARS ($150,000) per claim.
4.3.2 Claims-made limitations. The following provisions shall apply if the professional liability coverage is written on a claims-made form:
a. The retroactive date of the policy must be shown and must be before the date of the Agreement.
b. Insurance must be maintained, and evidence of insurance must be provided for at least five (5) years after completion of the Agreement or the work, so long as commercially available at reasonable rates. c. If coverage is canceled or not renewed and it is not replaced with another claims-made policy form with a retroactive date that precedes the date of
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
this Agreement, Consultant shall purchase an extended period coverage for a minimum of five (5) years after completion of work under this Agreement or the work. The City shall have the right to exercise, at the Consultant’s sole cost and expense, any extended reporting provisions of the policy, if the Consultant cancels or does not renew the coverage. d. A copy of the claim reporting requirements must be submitted to the City for review prior to the commencement of any work under this Agreement.
4.3.3 Additional Requirements. A certified endorsement to include contractual liability shall be included in the policy.
4.4 All Policies Requirements.
4.4.1 Acceptability of insurers. All insurance required by this section is to be placed with insurers with a Bests' rating of no less than A:VII.
4.4.2 Verification of coverage. Prior to beginning any work under this Agreement, Consultant shall furnish City with an insurance certificate including complete copies of endorsements attached to those policies that are referenced in this Agreement . All insurance certificates and certified endorsements shall show the signature of a person authorized by that insurer to bind coverage on its behalf. If the City does not receive the required insurance documents prior to the Consultant beginning work, this shall not waive the Consultant’s obligation to provide them.
The City reserves the right to require complete copies of all required insurance policies should litigation occur.
4.4.3 Notice of Reduction in or Cancellation of Coverage. A certified endorsement shall be attached to all insurance obtained pursuant to this Agreement stating that coverage shall not be suspended, voided, canceled by either party, or reduced in coverage or in limits, except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. In the event that any coverage required by this section is reduced, limited, cancelled, or materially affected in any other manner, Consultant shall provide written notice to City at Consultant’s earliest possible opportunity and in no case later than ten (10) working days after Consultant is notified of the change in coverage.
4.4.4 Additional insured; primary insurance. City and its officers, employees, agents, and volunteers shall be covered as additional insureds with respect to each of the following: liability arising out of activities performed by or on behalf of Consultant, including the City’s general supervision of Consultant; products and completed operations of Consultant, as applicable; premises owned, occupied, or used by Consultant; and automobiles owned, leased, or used by the Consultant in the course of providing services pursuant to this Agreement. The coverage shall
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
contain no special limitations on the scope of protection afforded to City or its officers, employees, agents, or volunteers.
A certified endorsement must be attached to all policies stating that coverage is primary insurance with respect to the City and its officers, officials, employees and volunteers, and that no insurance or self-insurance maintained by the City shall be called upon to contribute to a loss under the coverage.
4.4.5 Deductibles and Self-Insured Retentions. Consultant shall disclose to and obtain the approval of City for the self-insured retentions and deductibles before beginning any of the services or work called for by any term of this Agreement.
Further, if the Consultant’s insurance policy includes a self-insured retention that must be paid by a named insured as a precondition of the insurer’s liability, or which has the effect of providing that payments of the self-insured retention by others, including additional insureds or insurers do not serve to satisfy the selfinsured retention, such provisions must be modified by special endorsement so as to not apply to the additional insured coverage required by this agreement so as to not prevent any of the parties to this agreement from satisfying or paying the selfinsured retention required to be paid as a precondition to the insurer’s liability.
Additionally, the certificates of insurance must note whether the policy does or does not include any self-insured retention and also must disclose the deductible.
During the period covered by this Agreement, only upon the prior express written authorization of Contract Administrator, Consultant… volunteers. The Contract Administrator may approve an increase in deductible or self-insured retention levels that is satisfactory in all respects to each of them.
4.4.6 Subcontractors. Consultant shall include all subcontractors as insured under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein.
4.4.7 Wasting Policy. No insurance policy required by Section 4 shall include a “wasting” policy limit.
4.4.8 Variation. The City may approve a variation in the foregoing insurance requirements, upon a determination that the coverage, scope, limits, and forms of such insurance are either not commercially available, or that the City’s interests are otherwise fully protected.
4.5 Remedies. In addition to any other remedies City may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option exercise any of the following remedies, which
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
are alternatives to other remedies City may have and are not the exclusive remedy for Consultant’s breach:
a. Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement;
b. Order Consultant to stop work under this Agreement or withhold any payment that becomes due to Consultant hereunder, or both stop work and withhold any payment, until Consultant demonstrates compliance with the requirements hereof; and/or c. Terminate this Agreement.
Section 5. INDEMNIFICATION AND CONSULTANT’S RESPONSIBILITIES. To the fullest extent permitted by law, Consultant shall, to the fullest extent allowed by law, with respect to all Services performed in connection with this Agreement, indemnify, defend, and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance (“Claims”), that arise out of or pertain to or relate to the recklessness, willful misconduct or negligent acts or omissions of Consultant or its employees, subcontractors, or agents. The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of law arises from the negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law.
5.1 Insurance Not in Place of Indemnity. 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. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and that it is a material element of consideration.
5.2 PERS Liability. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
5.3 Third Party Claims. With respect to third party claims against the Consultant, the Consultant waives any and all rights of any type of express or implied indemnity against the Indemnitees.
Section 6. STATUS OF CONSULTANT.
6.1 Independent Contractor. At all times during the term of this Agreement, Consultant shall be an independent contractor and shall not be an employee of City. City shall have the right to control Consultant only insofar as the results of Consultant's services rendered pursuant to this Agreement and assignment of personnel pursuant to Subparagraph 1.3; however, otherwise City shall not have the right to control the means by which Consultant accomplishes services rendered pursuant to this Agreement. Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any and all claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System (PERS) as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits.
6.2 Consultant Not an Agent. Except as City may specify in writing, Consultant shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent to bind City to any obligation whatsoever.
Section 7. LEGAL REQUIREMENTS.
7.1 Governing Law. The laws of the State of California shall govern this Agreement.
7.2 Compliance with Applicable Laws. Consultant and any subcontractors shall comply with all federal, state and local laws and regulations applicable to the performance of the work hereunder. Consultant’s failure to comply with such law(s) or regulation(s) shall constitute a breach of contract.
7.3 Other Governmental Regulations. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Consultant and any subcontractors shall comply with all applicable rules and regulations to which City is bound by the terms of such fiscal assistance program.
7.4 Licenses and Permits. Consultant represents and warrants to City that Consultant and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals, including from City, of whatsoever nature that are legally required to practice their respective professions. Consultant represents and warrants to City that Consultant and its employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses,
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
permits, and approvals that are legally required to practice their respective professions. In addition to the foregoing, Consultant and any subcontractors shall obtain and maintain during the term of this Agreement valid Business Licenses from City.
7.5 Nondiscrimination and Equal Opportunity. Consultant shall not discriminate, on the basis of a person’s race, religion, color, national origin, age, physical or mental handicap or disability, medical condition, marital status, sex, or sexual orientation, against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided by Consultant under this Agreement. Consultant shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement, including but not limited to the satisfaction of any positive obligations required of Consultant thereby.
Consultant shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator or this Agreement.
Section 8. TERMINATION AND MODIFICATION.
8.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Consultant.
Consultant may cancel this Agreement for cause upon thirty (30) days’ written notice to City and shall include in such notice the reasons for cancellation.
In the event of termination, Consultant shall be entitled to compensation for services performed to the effective date of notice of termination; City, however, may condition payment of such compensation upon Consultant delivering to City all materials described in Section 9.1.
8.2 Extension. City may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Subsection 1.1. Any such extension shall require Consultant to execute a written amendment to this Agreement, as provided for herein.
Consultant understands and agrees that, if City grants such an extension, City shall have no obligation to provide Consultant with compensation beyond the maximum amount provided for in this Agreement. Similarly, unless authorized by the Contract Administrator, City shall have no obligation to reimburse Consultant for any otherwise reimbursable expenses incurred during the extension period.
8.3 Amendments. The Parties may amend this Agreement only by a writing signed by all the Parties.
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
8.4 Assignment and Subcontracting. City and Consultant recognize and agree that this Agreement contemplates personal performance by Consultant and is based upon a determination of Consultant’s unique personal competence, experience, and specialized personal knowledge. Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Consultant.
Consultant may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator. Consultant shall not assign or subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in the proposal, without prior written approval of the Contract Administrator.
8.5 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City and Consultant shall survive the termination of this Agreement.
8.6 Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, City’s remedies shall include, but not be limited to, the following:
8.6.1 Immediately terminate the Agreement;
8.6.2 Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement;
8.6.3 Retain a different consultant to complete the work described in Exhibit A not finished by Consultant; or
8.6.4 Charge Consultant the difference between the cost to complete the work described in Exhibit A that is unfinished at the time of breach and the amount that City would have paid Consultant pursuant to Section 2 if Consultant had completed the work.
Section 9. KEEPING AND STATUS OF RECORDS.
9.1 Records Created as Part of Consultant’s Performance. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that Consultant prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the City. Consultant hereby agrees to deliver those documents to the City upon termination of the Agreement. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for the City and are not necessarily suitable for any future or other use. Any use except for the specific purpose intended by this Agreement will be at the user's sole risk and without liability or legal exposure to Consultant. City and Consultant agree that, until final approval by City,
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
all data, plans, specifications, reports and other documents are confidential and will not be released to third parties without prior written consent of both Parties except as required by law.
9.2 Consultant’s Books and Records. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the City under this Agreement for a minimum of three (3) years, or for any longer period required by law, from the date of final payment to the Consultant to this Agreement.
9.3 Inspection and Audit of Records. Any records or documents that Section 9.2 of this Agreement requires Consultant to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of the City. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds ten thousand ($10,000.00), the Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of the City, for a period of three (3) years after final payment under the Agreement.
9.4 Records Submitted in Response to an Invitation to Bid or Request for Proposals. All responses to a Request for Proposals (RFP) or invitation to bid issued by the City become the exclusive property of the City. At such time as the City selects a bid, all proposals received become a matter of public record, and shall be regarded as public records, with the exception of those elements in each proposal that are defined by Consultant and plainly marked as “Confidential,” "Business Secret" or “Trade Secret." The City shall not be liable or in any way responsible for the disclosure of any such proposal or portions thereof, if Consultant has not plainly marked it as a "Trade Secret" or "Business Secret," or if disclosure is required under the Public Records Act.
Although the California Public Records Act recognizes that certain confidential trade secret information may be protected from disclosure, the City may not be in a position to establish that the information that a prospective bidder submits is a trade secret. If a request is made for information marked "Trade Secret" or "Business Secret," and the requester takes legal action seeking release of the materials it believes does not constitute trade secret information, by submitting a proposal, Consultant agrees to indemnify, defend and hold harmless the City, its agents and employees, from any judgment, fines, penalties, and award of attorneys’ fees awarded against the City in favor of the party requesting the information, and any and all costs connected with that defense. This obligation to indemnify survives the City's award of the contract. Consultant agrees that this indemnification survives as long as the trade secret information is in the City's possession, which includes a minimum retention period for such documents.
Section 10 MISCELLANEOUS PROVISIONS.
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
10.1 Attorneys’ Fees. If a Party to this Agreement brings any action, including arbitration or an action for declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing Party shall be entitled to reasonable attorneys’ fees in addition to any other relief to which that Party may be entitled. The court may set such fees in the same action or in a separate action brought for that purpose.
10.2 Venue. In the event that either Party brings any action against the other under this Agreement, the Parties agree that trial of such action shall be vested exclusively in the state courts of California in the County of San Mateo or in the United States District Court for the Northern District of California.
10.3 Severability. If a court of competent jurisdiction finds or rules that any provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement.
10.4 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver of any other breach of that term or any other term of this Agreement.
10.5 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the Parties.
10.6 Use of Recycled Products. Consultant shall prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper.
10.7 Conflict of Interest. Consultant may serve other clients, but none whose activities within the corporate limits of City or whose business, regardless of location, would place Consultant in a “conflict of interest,” as that term is defined in the Political Reform Act, codified at California Government Code Section 81000, et seq.
Consultant shall not employ any City official in the work performed pursuant to this Agreement. No officer or employee of City shall have any financial interest in this Agreement that would violate California Government Code Sections 1090, et seq.
Consultant hereby warrants that it is not now, nor has it been in the previous twelve (12) months, an employee, agent, appointee, or official of the City. If Consultant was an employee, agent, appointee, or official of the City in the previous twelve (12) months, Consultant warrants that it did not participate in any manner in the forming of this Agreement. Consultant understands that, if this Agreement is made in violation of Government Code §1090, et seq., the entire Agreement is void and Consultant will not be
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
entitled to any compensation for services performed pursuant to this Agreement, including reimbursement of expenses, and Consultant will be required to reimburse the City for any sums paid to the Consultant. Consultant understands that, in addition to the foregoing, it may be subject to criminal prosecution for a violation of Government Code § 1090 and, if applicable, will be disqualified from holding public office in the State of California.
10.8 Solicitation. Consultant agrees not to solicit business at any meeting, focus group, or interview related to this Agreement, either orally or through any written materials.
10.9 Contract Administration. This Agreement shall be administered by Angel Torres, Senior Civil Engineer, DPW Engineering Division ("Contract Administrator"). All correspondence shall be directed to or through the Contract Administrator or his or her designee.
10.10 Notices. All notices and other communications which are required or may be given under this Agreement shall be in writing and shall be deemed to have been duly given (i) when received if personally delivered; (ii) when received if transmitted by telecopy, if received during normal business hours on a business day (or if not, the next business day after delivery) provided that such facsimile is legible and that at the time such facsimile is sent the sending Party receives written confirmation of receipt; (iii) if sent for next day delivery to a domestic address by recognized overnight delivery service (e.g., Federal Express); and (iv) upon receipt, if sent by certified or registered mail, return receipt requested. In each case notice shall be sent to the respective Parties as follows:
Consultant
NOTICES
Steve Frieson, PE, LCI, ENV SP
Principal, COO
Alta Planning + Design, Inc.
304 12th Street, Suite 2A
Oakland, CA 94607
City
NOTICES INVOICES
City Clerk DPW, Engineering Division
City of South San Francisco City of South San Francisco City Hall, 400 Grand Avenue 315 Maple Avenue
South San Francisco, CA 94080 South San Francisco, CA 94080
10.11 Professional Seal. Where applicable in the determination of the contract administrator, the first page of a technical report, first page of design specifications, and each page of construction drawings shall be stamped/sealed and signed by the licensed professional responsible for the report/design preparation. The stamp/seal shall be in a block entitled "Seal and Signature of Registered Professional with report/design responsibility," as in the following example.
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
_________________________________________
Seal and Signature of Registered Professional with
report/design responsibility.
10.12 Integration. This Agreement, including the scope of work attached hereto and incorporated herein as Exhibits A, B and C represents the entire and integrated agreement between City and Consultant and supersedes all prior negotiations, representations, or agreements, either written or oral pertaining to the matters herein.
Exhibit A Scope of Services
Exhibit B Compensation Schedule
Exhibit C Design Services Schedule
10.13 Counterparts. This Agreement may be executed in counterparts and/or by facsimile or other electronic means, and when each Party has signed and delivered at least one such counterpart, each counterpart shall be deemed an original, and, when taken together with other signed counterpart, shall constitute one Agreement, which shall be binding upon and effective as to all Parties.
10.14 Construction. The headings in this Agreement are for the purpose of reference only and shall not limit or otherwise affect any of the terms of this Agreement. The parties have had an equal opportunity to participate in the drafting of this Agreement; therefore any construction as against the drafting party shall not apply to this Agreement.
10.15 No Third Party Beneficiaries. This Agreement is made solely for the benefit of the Parties hereto with no intent to benefit any non-signatory third parties. [SIGNATURES ON FOLLOWING PAGE]
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
The Parties have executed this Agreement as of the Effective Date.
CITY OF SOUTH SAN FRANCISCO, CONSULTANT
A MUNICIPAL CORPORATION
BY: ____________________________ BY: ______________________________ Sharon Ranals, City Manager Steve Frieson, PE, LCI, ENV SP Principal, COO
Alta Planning + Design, Inc.
ATTEST:
BY: ____________________________
Rosa Govea Acosta, City Clerk
APPROVED AS TO FORM:
BY: ____________________________
Sky Woodruff, City Attorney
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
EXHIBIT A
ALTA PROPOSAL – SCOPE OF SERVICES
Alta Planning & Design, Inc. Exhibit A SSF OBAG 3 Design Services Proposal Scope of Services
04/21/2024 Page 1 of 16
SCOPE
TASK 1 – PROJECT MANAGEMENT AND QUALITY CONTROL
Alta considers project management and quality control as one of the key components to the success of a project. Producing a high-quality product that meets the City’s needs, schedule, and budget requires an understanding of the concerns of the City, its departments, and other stakeholders. As a result, effective project management requires communication skills that facilitate a common expectation of project outcome. Alta’s Project Manager, Scott Shepard, will provide experienced project management for this effort to be implemented in a timely manner and work very closely with the City of South San Francisco’s Project Manager. Scott is a collaborative and flexible manager, providing the leadership needed to build consensus among both residents and stakeholders for a world-class multimodal street.
Alta will act as a single point of contact for all team members, responsible for coordinating all project activities with all team members, City team and stakeholders, and ensure attendance for key staff as appropriate for project meetings. Alta will work alongside the city to manage communication and coordination with stakeholders including the City , Sam Trans, local schools, local community groups and leaders, and Utility Owners. Our team will seek to work closely and collaborate with community groups to foster engagement and trust.
1A KICK-OFF MEETING
This meeting offers the project and City staff an opportunity to clearly outline communication protocols, invoicing requirements, confirm the scope, review available data, discuss potential challenges and opportunities, and establish the project schedule and deliverable milestones. Key members of the Alta Team will participate, and it is anticipated that this meeting can be attended virtually. 1B PROJECT MEETINGS
Alta’s Project Manager will also provide regular contact and project updates to the City’s Project Manager and other staff through the facilitation of bi-weekly virtual project meetings, over an 18 month project schedule from Kickoff to bid opening. These bi-weekly meetings will maintain open lines of communication, and make sure the project remains on time and within budget. These meetings will allow the team to identify key issues and concerns about the project throughout the design and construction process. Agendas for each meeting will be sent to the meeting attendees at least one day prior.
Alta will facilitate, schedule, and attend coordination meetings as needed throughout the life of the project, to coordinate with public and institutional stakeholders such as: the City, Martin Elementary, community members, emergency services, SamTrans, utility owners (public and private), local business entities, local community leaders, and other public or private entities. 1C QUALITY CONTROL
The Alta Quality Assurance program (AQUA) is our approach to providing services and developing deliverables that satisfy client requirements in a systematic, reliable way. Our goal is to achieve the highest level of “Alta Quality” on everything we do. AQUA includes a three-tiered review process that records the originator, checker, back-checker, and verifier of each document that goes out the door. Each submittal will be reviewed by personnel not directly involved with the project to see that quality standards and conformance to City Standards are met. We utilize senior level staff for all submittal Alta Planning & Design, Inc. Exhibit A SSF OBAG 3 Design Services Proposal Scope of Services
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reviews and clearly communicate project requirements to the entire project team so all team members understand project expectations.
1D PROJECT WEBSITE UPDATES
Alta will lead efforts to create Project Fact Sheet for the Moraga Road and Canyon Road Complete Streets Improvement project. Project Fact sheets will include information such as: project overview, highlights, schedule summary, funding, estimated costs, stakeholders/project partners, and a project location map.
1E MONTHLY PROGRESS REPORTS
Alta’s project manager will provide monthly project updates the South San Francisco’s project manager.
Monthly updates may include: invoices, CPM schedule update, monthly progress reports; project risks; and/or anticipated scope changes.
Task 1 Deliverables:
● Meeting agendas and meeting minutes with action items for kick-off meeting and weekly meetings
● Monthly progress reports
● CPM Schedule Updates
● Invoices
● Quality Control Documents
TASK 2 – Permitting/Environmental Clearance
Task 2A –CEQA Categorial Exemption Documentation
The Alta team will prepare a CEQA Categorial Exemption (CE) for the project using the Notice of Exemption (NOE) form provided in Appendix E of the CEQA Guidelines. We will prepare a brief memorandum to accompany the NOE form, which will include a description of the project, a discussion supporting the
applicability of the Class 1 exemption, and a discussion demonstrating that none of the following exceptions to an exemption (as defined in CEQA Guidelines Section 15300.2) would occur:
(a) Location. Classes 3, 4, 5, 6, and 11 are qualified by consideration of where the project is to be located – a project that is ordinarily insignificant in its impact on the environment may in a particularly sensitive environment be significant. Therefore, these classes are considered to apply [in] all instances, except where the project may impact on an environmental resource of hazardous or critical concern where designated, precisely mapped, and officially adopted pursuant to law by federal, state, or local agencies.
(b) Cumulative Impact. All exemptions for these classes are inapplicable when the cumulative impact of successive projects of the same type in the same place, over time is significant.
(c) Significant Effect. A categorical exemption shall not be used for an activity where Alta Planning & Design, Inc. Exhibit A SSF OBAG 3 Design Services Proposal Scope of Services
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there is a reasonable possibility that the activity will have a significant effect on the environment due to unusual circumstances.
(d) Scenic Highways. A categorical exemption shall not be used for a project which may result in damage to scenic resources, including but not limited to, trees, historic buildings, rock outcroppings, orsimilar resources, within a highway officially designated as a state scenic highway. This does not apply to improvements which are required as mitigation by an adopted negative declaration or certified EIR.
(e) Hazardous Waste Sites. A categorical exemption shall not be used for a project located on a site which is included on any list compiled pursuant to Section 65962.5 of the Government Code.
(f) Historical Resources. A categorical exemption shall not be used for a project which may cause a substantial adverse change in the significance of a historical resource.
An Administrative Draft of the CEQA CE Documentation will be submitted to both Alta and the City for review and comment. We will revise the Administrative Draft CE Documentation after receipt of comments from Alta, and again after receipt of comments from the City of South San Francisco to create the Final CE Documentation. The Final CE Documentation will include the revised CE memorandum attached to the NOE form and will be submitted to Alta and/or the City.
Task 2 – CEQA Cultural Resources Memorandum
The Alta team will conduct a CEQA-compliant Cultural Resources assessment to support the CEQA CE Documentation. The methods and results of the assessment will be summarized in a Cultural Resources Memorandum. The assessment will rely on the results of the California Historical Resource Information System (CHRIS) and Sacred Lands File (SLF) searches, research, and survey conducted for the below- described Section 106-compliant studies (Task 4). Eligibility criteria will be applied to any properties that will be physically altered by project improvements to determine if they are considered historical resources for the purposes of CEQA only.
Task 2 Deliverables
▪ Draft and Final CEQA CE Documentation
▪ Draft and Final CEQA Cultural Resources Memorandum
Task 2B – NEPA
Task 2B Preliminary Environmental Study
Pursuant to Caltrans’ Local Assistance Procedures Manual (LAPM), the Alta team will prepare a PES for the project in support of the engineering and design services to be provided by Alta. To complete the PES, a NEPA project description based upon information provided by Alta and the City. The Alta team will coordinate with City staff to prepare a Statement of Purpose and Need and develop Objectives for the project. This task also includes an environmental field meeting with project staff, Caltrans staff, Alta, and City staff, if requested by Caltrans.
Alta Planning & Design, Inc. Exhibit A SSF OBAG 3 Design Services Proposal Scope of Services
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The PES will consider all potential impacts and will confirm which technical studies are required by Caltrans to issue the NEPA Categorical Exemption. It is assumed that the PES will identify only the Cultural Resources Technical Reports (see Task 4) as needed for NEPA approval.
The PES will be submitted in administrative draft form for review and comment by the City, and Caltrans. The Alta team will revise the draft PES after receipt of comments from Alta, after receipt of comments from the City, and again after receipt of comments from Caltrans to create the final PES.
Under this task we will also prepare the subsequent NEPA Categorical Exclusion checklist, if requested by Caltrans.
We have assumed that a Cultural Resources support will be required by Caltrans as part of the NEPA process through the evaluation of the PES and scope has been identified in Optional Task 2C. The need for this effort will be re-evaluated after Caltrans’ review of the PES document.
Task 2B Deliverables
▪ Draft and Final NEPA PES
▪ Draft and Final Categorical Exclusion checklist, if requested Optional Task 2C – NEPA Cultural Resources Support
Task 2C.1 - Area of Potential Effects Delineation
Using project footprint data the Alta team will develop an Area of Potential Effects (APE) map to Caltrans specifications, which require a scale of 1-inch:200-feet. We have assumed that the APE will encompass the project footprint including all staging/construction areas. Due to proposed sidewalk and driveway alterations (as depicted in Attachment 4 Safe Routes To Schools Martin Elementary Preliminary Design Exhibit of the RFP), we have assumed that the APE will include a maximum of four properties located adjacent to the School Street right-of-way.
Task 2C.2 - California Historical Resource Information System Records Search To support preparation of the NEPA-compliant Cultural Resources studies described below, the Alta team will complete a search of the CHRIS from the Northwest Information Center (NWIC), located at Sonoma State University, using a 0.5-mile radius around the APE. The records search will provide an overview of known archaeological and built environment resources, as well as cultural resources studies previously conducted within a 0.5-mile radius of the APE. We will also review the following inventories of known cultural resources, in addition to historic period maps, to determine the presence of potential historic properties with the potential to be affected by the project:
Archaeological Determinations of Eligibility, National Register of Historic Places (NRHP), California Register of Historical Resources, State Historical Landmarks and California Points of Historical Interest lists, and City of South San Francisco Historic Resource lists.
Task 2C.3 - Native American and Local Interested Party Consultation Assistance Caltrans Standard Environmental Reference (SER)-compliant Cultural Resources studies require coordination with local Native American individuals and groups who may have knowledge of, or concerns with, Native American resources in the area of a proposed project. Additionally, Section 106 compliance requires consultation with individuals and organizations (i.e., historical societies) Alta Planning & Design, Inc. Exhibit A SSF OBAG 3 Design Services Proposal Scope of Services
04/21/2024 Page 5 of 16
that may have knowledge of, or concerns with, historic properties in the area of a project. On behalf of the City and Caltrans, the Alta team will contact the Native American Heritage Commission (NAHC) and request a Sacred Lands File (SLF) search and a list of Native American contacts associated with the vicinity of the APE. The Alta team will also identify a maximum of three additional local interested parties to contact. Following receipt of the contact list from the NAHC, we will prepare draft Section 106 consultation letters to each of the NAHC-listed contacts and other identified local interested parties. Letters will include a project description and a request for information related to known resources, including Native American religious or other cultural resources as appropriate, with the potential to be affected by the project.
Letters will be provided to Caltrans, along with tracking tables, to be sent to each contact. This task does not constitute consultation under Assembly Bill (AB) 52, nor does it include Alta’s environmental sub consultant’s attendance at any consultation meetings, which are the responsibility of Caltrans and/or the City if requested by any Native American contacts or other local interested parties.
Task 2C.4 - Archaeological Survey and Report
The Alta team will conduct a pedestrian archaeological survey of the APE. Following completion of the archaeological survey, we will prepare an Archeological Survey Report (ASR) to document the results of the records search, Native American coordination, and field survey. The ASR will discuss the potential eligibility of cultural resources within the APE for listing in the NRHP. The report will include maps depicting the area surveyed for cultural resources. If the locations of sensitive archaeological sites or Native American cultural resources will be depicted or described in the report, the report will be considered confidential and will not be able to be distributed to the public. To protect sensitive resources, the confidential technical report shall be made available only to qualified cultural resources personnel, the City and Caltrans on a “need to know” basis.
Task 2C.5 - Historical Resources Evaluation Report
Under this task, a qualified architectural historian will conduct a survey of the APE concurrently with the archaeological survey under Task 4.4 to identify and document potential historic properties that may be affected by the proposed project. Cursory research performed in support of this proposal effort indicated there are four properties which may require inclusion in the APE and which are over 45 years of age. However, one appears significantly altered. Therefore, in accordance with California Office of Historic Preservation and Caltrans SER guidance, we have assumed that only three of these properties will require recordation and evaluation for NRHP eligibility on California Department of Parks and Recreation 523 Series forms (DPR forms), while one may be exempted from recordation and evaluation. Following completion of the tasks described above, the consultant will prepare a Historical Resources Evaluation Report (HRER) to document associated methods and results. If any of the properties in the APE are determined to constitute historic properties pursuant to Section 106, a finding of effect (FOE) would be necessary (see Task 4.7).
Task 2C.6 - Historic Property Survey Report
Upon completion of the APE, ASR, and HRER, the consultant will prepare a short-form Historic Property Survey Report (HPSR). The HPSR will be prepared according to current Caltrans SER guidance. The HPSR is the overarching document that summarizes the results of the cultural resources investigation; it will include a project description, a description of the APE, details of consultation with Alta Planning & Design, Inc. Exhibit A SSF OBAG 3 Design Services Proposal Scope of Services
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Native American and local interested parties, a summary of identification efforts, a list of attached documentation, and the findings of the study.
Task 2C.7 - Finding of Effect
If any of the properties in the APE constitute historic properties pursuant to Section 106, the preparation of a FOE would be required by Caltrans. If determined necessary based on the results of the HRER, the consultant will prepare a FOE Report to assess the project’s effects on a maximum of three historic properties and will apply the Criteria of Affect in accordance with 36 CFR 800.5(a)(1) and will prepare a brief report summarizing our findings.
Task 2C Deliverables
▪ Draft and Final Archaeological Survey Report
▪ Draft and Final Historical Resources Evaluation Report ▪ Draft and Final Historic Property Survey Report
▪ Draft and Final Finding of Effect, if necessary
TASK 3 – Right-of-Way Verification, Easements, and Acquisitions 3A General Management and Coordination
The Alta team will coordinate with and support the City’s right-of-way agent to complete the appraisal and acquisition duties related to the property the City does not currently own along School Street between Hillside Blvd and Olive Ave. It is assumed there will be up to three general support and coordination meetings with the City’s right-of-way agent. 3B Appraisals, Plats & Legals
The Alta team will be responsible for obtaining preliminary title reports and verifying right-of-way limits for all other properties affected by this Project (see Attachment 1). Title Reports are assumed to be needed for two (2) parcels extending into School Street and for four (4) Temporary Construction Easements not yet defined. A $6,000 allowance is included in this task to engage a Title Company to secure Title Reports once parcels are defined.
We will perform field marking of proposed right-of-way limits in support of site meetings.
We will be responsible for preparing legal descriptions and plats for four (4) Temporary Construction Easements (TCE). HMH will be responsible for the preparation of any mapping required for up to four TCEs based on the proposed design limits. Mapping will be prepared to Caltrans Standards and/or San Mateo County Standards.
3C Appraisal Reviews
Support for this task will occur through meetings with the City’s right-of-way agent through task 3A. The Alta team will not review appraisal values of the City’s right-of-way agent but can support in determining specific costs associated to improvements to appraised properties arising through the specific improvements proposed for this project adjacent to and impacting appraised properties.
Alta Planning & Design, Inc. Exhibit A SSF OBAG 3 Design Services Proposal Scope of Services
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3D Negotiations and Acquisitions support
Support for this task will occur through meetings with the City’s right-of-way agent through task 3A. Alta will not participate in negotiation or acquisition discussions outside of general coordination with the City’s right-of-way agent per Task 3A but can support in determining costs associated with improvements added to the project scope through negotiations with property owners. 3E Right-of-Way Certification
The Alta team will support the City’s right-of-way agent in preparing the long form (Local Assistance Procedures Manual Exhibit 13-B) right-of-way certification documents in conformance with the Caltrans Local Assistance Procedures Manual and right-of-way manual for the partial acquisitions of the two parcels not currently owned by the City on School St between Hillside Blvd and Olive Ave. 3F Right-of-way Exhibits
The Alta team will prepare right-of-way Exhibits for coordination among all property and utility owners impacted by the project with exception of the properties that the City does not currently own along School Street between Hillside Blvd and Olive Ave.
3G Record of Survey Easement/Monuments
The Alta team will prepare a Record of Survey showing the property boundaries and right of way lines of impacted parcels. Record of Survey shall include metes and bounds description to be recorded after completion of right-of-way certification.
Task 3 Deliverables
▪ Right-of-Way exhibits
▪ Legal Descriptions, Plats, and deeds for TCEs
▪ Record of Survey/Easement Monumentation
TASK 4 – Public Outreach and Stakeholder Engagement
The Alta team will support City Staff in preparing materials for and conducting public outreach activities to notify the public and stakeholders of the proposed improvements and solicit feedback to enhance improvements recommended by local residents, the school community, and community leaders. The City Staff will be the primary point of contact for all public outreach.
In partnership with City Staff, Alta will develop a Public Engagement Plan (PEP) to ensure timely and inclusive engagement. The plan will incorporate scheduling, logistics, and material preparation requirements. The plan will delineate activities, and should include at minimum the following activities:
• Online engagement: delineates the needs for the development of digital collateral for online engagement. Alta will create promotional materials and support the creation of collateral for posting to the City website. Collateral will include materials such as maps, exhibits, renderings of proposed alternative designs, and descriptions.
Alta Planning & Design, Inc. Exhibit A SSF OBAG 3 Design Services Proposal Scope of Services
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• Neighborhood notice / collateral: delineates the needs for the development of printed collateral to inform the school and local community about the Project, advertise Pop-Up Events, and direct people to the City website.
• Pop-Up events: assist City staff with tabling at community destinations at or near the project site (Martin Elementary) to share updates about the Project, present design alternatives, and solicit feedback.
• Stakeholder meetings (and/or Committee and Commission Meetings): assist City staff with internal and external public stakeholder engagement supporting preparation for meetings, including but not limited to local community members, Martin Elementary School Principal, teachers, students and parents, the City of South San Francisco Police & Fire Departments, SSF ADA Advisory Group, SSF BPAC group, and any affected private properties.
The PEP will be presented as a standalone memo at the beginning of the project. We anticipate to address up to one set of consolidated non-contradictory comments from the City.
The public outreach activities will be planned and organized for two (2) phases:
• Phase 1: This phase will provide the public with an introduction to the project and an overview of the timeline.
• Phase 2: This phase will provide the public an opportunity to view and provide feedback on the 35% PS&E (Task 6B).
Alta will attend up to two (2) pop-up events near the Project site—one for each outreach phase. Up to 6 hours have been assumed for three staff at each pop-up event.
Based on the PEP, Alta will provide support in the development of materials and attendance at up to 6 stakeholder meetings through the project's duration—three for each outreach phase. A minimum of 8 hours of support have been assumed for each stakeholder meeting. Six (6) stakeholder meetings could include two meetings per group for the following stakeholder groups: SSF ADA Advisory Group, SSF BPAC group, and the school community/private residences.
Task 4 Deliverables
▪ Public Engagement Plan
▪ Outreach Materials
TASK 5 – Pavement Rehabilitation Design
5A Pavement and Curb & Gutter Condition Survey
The Alta team will perform a Pavement, Curb, and Gutter condition survey to generally note observable distresses within the travel and parking lanes, sidewalks, curbs, gutters, valley gutters, and city driveways. This conditions survey will inform and refine pavement rehabilitation treatments developed as a result of Task 5B and Task 5C. This condition survey will occur in conjunction with the Filed review as part of Task 6A.
Criteria for a condition survey will be coordinated with the City prior to commencing work to establish a consistent understanding of the assessment and replacement conditions. The condition survey will be performed for:
Alta Planning & Design, Inc. Exhibit A SSF OBAG 3 Design Services Proposal Scope of Services
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• Hillside Blvd between Claremont Ave and Spruce Ave
• Spruce Ave/School St between Beech Ave and Hillside Blvd 5B Pavement Coring
5B.1 Permits and USA Clearances:
The Alta team will obtain an encroachment permit from the City for the field explorations. It is assumed that the permit fee will be reimbursed, and the encroachment permit fee is not included in the cost. A permit from the San Mateo County Department of Health is also required.
The Geotechnical field engineer will mark the coring/boring locations and contact Underground Service Alert (USA) for the utility clearance. A private utility locator is not included in the scope. 5B.2 Field Explorations:
We propose a one-day field exploration program to drill at four (4) locations, two (2) on Hillside Blvd. and two (2) on School Street/Spruce Ave. We will collect core samples from the existing HMA and/or PCC portion and bulk samples from the subgrade level up to 5 feet for R-value testing.
We plan to use a truck-mounted drill rig to drill
the borings. Lane closures with temporary
moving traffic control (arrow board truck) are
anticipated during the exploration. The
Geotechnical field engineer will classify and log
the subsurface soil conditions encountered in the
test boring at the time of drilling. Groundwater, if
encountered, will be documented.
The boring will be capped by using neat cement
grout, and the pavement will be restored by using
the cold AC patch. Please note that the actual
coring/boring locations will depend upon the
traffic impact and potential utility conflict.
Please note the following assumptions:
• This is a Prevailing Wage Project.
• We assumed that the field exploration would be completed between regular business hours, i.e., no night work. If drilling activities take longer due to unforeseen conditions, an additional budget will be needed.
• Our cost does not include landscape restoration or removal of USA utility markings. • Identification, characterization, or remediation of hazardous materials is not part of the scope of work.
• Percolation tests, Private Utility Locator, Ground Penetrating Radar (GPR) Testing, NonDestructive Deflection Testing, and Full-Depth Reclamation Recommendations are not part of the scope of work of this investigation.
Alta Planning & Design, Inc. Exhibit A SSF OBAG 3 Design Services Proposal Scope of Services
04/21/2024 Page 10 of 16
5B.3 Laboratory Testing:
Three out of four samples will be selected for R-value testing. Moisture contents, sieve analyses, and Atterberg Limits may be performed as deemed necessary. 5B.4 Geotechnical Investigation Memo/Report:
The Alta team will determine the design R-value and summarize the pavement thickness from the core samples. The pavement design for new pavement sections will be developed based on the R-value and the traffic indexes provided by the City or the civil engineer. We will prepare a draft memo/report for review and comments by the City. A final memo/report will be issued once all comments have been addressed.
5C Pavement Design Recommendations
The Alta team will pavement rehabilitation recommendations for each street section using the data obtained in tasks 5A and 5B and in accordance with the Caltrans Highway Design Manual. We will develop pavement structural section recommendations, and recommendations for pavement rehabilitation and/or reconstruction.
Recommendations created from Task 5A and 5B, including results of the Geotechnical Investigation Memo/Report will be summarized in a Civil and Traffic Design Technical Memorandum to include:
• Results from the pavement condition survey, coring, and laboratory analyses • Description of testing procedures and analyses performed for the project • Recommended alternatives for pavement rehabilitation or reconstruction A Draft Civil and Traffic Design Technical Memorandum will be submitted to the City for review. The Alta team will respond to up to one (1) round of comments on the Draft Civil and Traffic Design Technical Memorandum and provide a comment resolution matrix to document comments and responses. The Alta team will attend up to one (1) 1.5 hours comment resolution meeting to discuss any major comments and items from the City’s review of the Draft Civil and Traffic Design Technical Memorandum.
The comments will be incorporated into a Final Civil and Traffic Design Technical Memorandum to be submitted to the City.
Task 5 Deliverables
• Geotechnical Investigation Memo/Report
• Draft and Final Civil and Traffic Design Technical Memorandum TASK 6 – Plans, Specifications & Estimates (PS&E)
The Alta team will prepare 35%, 60%, 90%, 100%, and Final Plans, Specifications, and Estimates for the South San Francisco School St/Spruce Ave and Hillside Blvd , as noted in the RFP.
Alta will utilize a standard City of South San Francisco Title Block and all sheets shall be 22”x34” or 24”x36” in size.
It is assumed that the Final PS&E package will be comprised of the following sheets:
o Cover Sheet (1)
o General Notes (up to 2)
Alta Planning & Design, Inc. Exhibit A SSF OBAG 3 Design Services Proposal Scope of Services
04/21/2024 Page 11 of 16
o Key Map (1), min 1”:100’ scale
o Horizontal/Survey Control (up to 1)
o Typical Sections (up to 2)
o Demolition Plans (up to 5)
o Layout Plans (up to 5)
o Paving Plans (up to 5)
o Detailed Grading Plans (up to 20), 1”:10’ scale or 1”=5’:scale o Utility Plans (up to 5)
o Storm Drain Profiles (Up to 5)
o Signing and Striping Plans (up to 5)
o Traffic Signal Plans (up to 2)
o Landscape Plans (up to 8)**
o Construction Details (up to 8)
o Total Plan Sheets (up to 75)
*Plans are assumed to be 1”:20’ scale, unless noted otherwise **Landscape plans may include green infrastructure improvements Alta will work from the City of South San Francisco’s standard details and will use Caltrans Standard Specifications and formatting for any specification work. Other standards, guidelines, and specifications that by be referenced include but is not limited to: Caltrans Standard Plans, AASHTO, Caltrans Highway Design Manual (HDM), National Association of City Transportation Officials (NACTO), and the Standard Details and Specifications for Public Works Construction (Greenbook).
Estimates of probable construction costs will be developed based on recent bid data from other Alta projects in the region, City of South San Francisco provided bid item costs for similar recent projects, and any required supplemental bid item cost research that Alta will perform. Alta will utilize the Caltrans biditem list, as well as our own catalog of construction costs, for any novel items that the City does not have on record. Alta maintains a compendium of recent bid results in Northern California that can be used as a basis for establishing unity prices.
6A DESIGN DATA GATHERING
The Alta team will review available relevant data and records, public and private utility information, and other sources to support the preparation of project contract documents. These may include, but are not limited to City drainage structure inventory maps, aerial photographs, as-built street improvement and other infrastructure plans, striping and markings, as as-built plans from utility providers including any preliminary plans for future work that may conflict with this project. The gathered information will be complied and included in the base map for design.
The Alta team will perform a field verification of the existing information using the prepared survey and right of way information from Task 3, the prepared base map, and data included in the base map from Task 6A to document existing site conditions, take photographic records, and verify topographic information within the project limits.
The Alta team will: perform field topographic surveys to obtain existing pavement elevations at points of conform, obtain location and invert at accessible storm drain manholes, inlets and sanitary sewer manholes, establish survey control for design and construction, and prepare a base map and determine the extent of the surveys required for preparation of final design plans for the project. The base map will Alta Planning & Design, Inc. Exhibit A SSF OBAG 3 Design Services Proposal Scope of Services
04/21/2024 Page 12 of 16
also show survey control, right-of-way, property and easement limits, assessor parcel numbers, owner’s names, and street address.
The Alta team will request maps and records from utility owners with facilities within the project limits and field verify the major utilities that are impacted through potholing. For the purposes of this scope Alta has reserved up to $35k for potholing activities, which includes the preparation of any necessary traffic control plans.
The Alta team will lead the preparation of project permitting documents. Necessary permits will be identified during the 35% and 60% PS&E Phases.
6B. 35% PLANS, SPECIFICATIONS, AND ESTIMATES (PS&E)
The Alta Team will use the list of improvements and map included in this RFP and any existing concept designs as a foundation and proceed with 35% design in accordance with best-practices and the appropriate standards of the City of South San Francisco, and other stakeholders.
The 35% plans will be prepared in AutoCAD on aerial imagery incorporating the base map prepared as part of the survey collected in Task 3 and data collected in Task 6A and Alta will present the 35% design to the community and key stakeholders at an open house for other focused meeting, as necessary.
No specifications will be prepared at this stage. It is assumed the 35% baseline design will include the following, at a minimum:
• Cover Sheet/Title Sheet
• Index of all plan sheets that will be included in the final plan set, • Index of all required special details,
• Existing utilities and existing right-of-way base map, • Horizontal and vertical alignment plans,
• Typical Cross-Sections,
• Demolition Plan,
• Preliminary Grading, Drainage Plan and Storm Water Management Plan, • Preliminary Utility Plans,
• Preliminary Signing and Striping Plans,
• Preliminary Lighting and Signal Modification Plans,
• Preliminary Landscaping Plans,
• Preliminary Construction Staging and Sequence,
• Hazmat investigation, report, and recommendations (if necessary), • Identification of any required permits and approvals prior to construction, and • Cost estimate.
Task 6B Deliverables:
● 35% Plans (11x17 PDFs)
● 35% Estimate (PDF)
TASK 6C 60% PLANS, SPECIFICATIONS, AND ESTIMATE
Consolidated, consistent comments from stakeholders on the 35% plans will be incorporated into the 60% Plans. Prior to incorporation of comments from the 35% Plans into the 60% Plans the Alta team will provide a comment response matrix in Excel format and in accordance with the City’s comment resolution matrix formatting. This comment response will be provided for each phase of the design and Alta Planning & Design, Inc. Exhibit A SSF OBAG 3 Design Services Proposal Scope of Services
04/21/2024 Page 13 of 16
all comments will be addressed with a resolution code, and description of associated revisions. Alta will attend up to two (2) 1.5 hour comment discussion/resolution meetings to discuss comments from the 35% Plans and Estimate. The 60% Plans will also incorporate comments received during the public outreach component of the project, as appropriate.
Draft Technical Specifications will be prepared in MS Word and follow the City’s formatting conventions.
These technical specifications will reference the City’s standard provisions and Caltrans 2023 Standard Plans and Specifications. Recommendations, if appropriate, will be made for deviations from Caltrans Standards.
The Alta team will refine the 60% estimate based on changes to the design and further technical development and detail development.
The Alta team will submit the 60% Plans, Specifications and Estimates package for City review. It is assumed that four (4) weeks will be provided for stakeholder review. We will respond to up to one (1) round of consolidated non-conflicting comments from stakeholders and will attend (virtual or in person) up to two (2) 1.5 hours comment discussion/resolution working meetings to discuss and resolve comments on the 65% Plans, Specifications, and Estimates, as necessary. Comments received on the 60% Plans, Specifications, and Estimate package will be incorporated into the 90% plans.
Task 6C Deliverables:
● 60% Plans in PDF format (11x17 PDFs)
● 60% Estimates of Probable Construction Costs in PDF and Excel formats ● 60% Specifications in MS Word format
● Comment Response Matrix of 35% Comments in Microsoft Excel format with Alta Responses 6D 90% Plans, Specifications, and Estimates
90% construction documents will be prepared including technical specifications, special provisions, a bid item sheet and estimate of construction cost based on the comments received and coordinated through the comment resolution process in Task 6C.
The specifications will be further refined and address City comments and Alta will review and provide comment on the City’s front-end specifications. An update to the 60% preliminary opinion of probable construction cost will be made.
The Alta team will submit the 90% Plans, Specifications and Estimates package for stakeholder review. It is assumed that four (4) weeks will be provided for stakeholder review. We will respond to up to one (1) round of consolidated non-conflicting comments from the City and will attend (virtual or in person) up to two (2) 1.5 hours comment discussion/resolution working meetings to discuss and resolve comments as necessary. Comments received on the 90% Plans, Specifications, and Estimate package will be incorporated into the 100% plans.
At submission of the 90% Plans a preliminary schedule of probable construction activities will be prepared to outline the anticipated working days and submitted to the city for review and discussion through the outlined comment resolution process.
Alta Planning & Design, Inc. Exhibit A SSF OBAG 3 Design Services Proposal Scope of Services
04/21/2024 Page 14 of 16
Task 6D Deliverables:
● 90% Plans in PDF format
● 90% Estimates of Probable Construction Costs in PDF and Excel formats ● 90% Specifications in PDF and Microsoft Word formats
● Comment Response Matrix of 60% Comments in Microsoft Excel format with Alta Responses ● Preliminary schedule of probably construction activities ● Caltrans LAPM Exhibit 9D – Contract DBE Goal Methodology 6E 100% Plans, Specifications and Estimates
The Alta team will prepare a 100% PS&E package including technical specifications, special provisions, a bid item sheet and estimate of construction cost based on comments received and coordinated through the comment resolution process in Task 6D. The engineer’s estimate will also include a line-item bid schedule formatted and updated in the specifications.
The Alta team will submit the 100% Plans, Specifications and Estimates package for stakeholder review. It is assumed that six (6) weeks will be provided for stakeholder review which includes submission to Caltrans for review and funding allocation. We will respond to up to one (1) round of consolidated nonconflicting comments from the City and will attend (virtual or in person) up to two (2) 1.5 hours comment discussion/resolution working meetings to discuss and resolve comments as necessary.
Comments received on the 100% Plans, Specifications, and Estimate package will be incorporated into the Final Bid Set Documents.
Task 6E Deliverables:
● 100% PS&E Plans in PDF format
● E-transmit of AutoCAD files for City records
● 100% Engineer’s Estimate of Construction Costs in PDF and Excel format) ● 100% Specifications in PDF and Microsoft Word formats ● Comment Response Matrix of 90% Comments in Microsoft Excel format with Alta Responses 6F Final (Bid Set) PS&E
The Alta team will prepare a Final PS&E package for bid including technical specifications, special provisions, a bid item sheet and estimate of construction cost based on comments received and coordinated through the comment resolution process in Task 6E. The engineer’s estimate will also include a line-item bid schedule formatted and updated in the specifications including line item quantity values.
Task 6F Deliverables:
● Final printed and wet signed copy of the plans
● Final Plans in PDF Format
● E-transmit of AutoCAD files for City records (2018 AutoCAD Format) ● 100% Engineer’s Estimate of Construction Costs in PDF and Excel format) Alta Planning & Design, Inc. Exhibit A SSF OBAG 3 Design Services Proposal Scope of Services
04/21/2024 Page 15 of 16
● 100% Specifications in PDF and Microsoft Word formats ● Comment Response Matrix of 90% Comments in Microsoft Excel format with Alta Responses 6G Caltrans Local Assistance Office and E-76 Authorization Support Alta will assist the City of Oakland in coordination with Caltrans' District 4 Local Assistance Office and preparation of Caltrans local assistance documentation in accordance with the Local Assistance Procedure Manual. It is assumed that the city will lead coordination activities with the Local Assistance Office, and any other agency responsible for approving and/or allocating project funding. This task includes preparation of Notice to Owner’s (NTOs) for utility owners, Right of Way certification documentation and other documents necessary to obtain R/W Certification and submit the E-76 package. It is assumed this project will not need any utility relocation assistance and will not need any right of way acquisitions or temporary construction easements and a Caltrans short form 13a will be acceptable to achieve right of way certification.
Task 6G Deliverables:
● Exhibit 14C: FHWA Specific Authorization/Approval of Utility Agreement (if necessary) ● Exhibit 14D: Notice to Owner Local Assistance
● Exhibit 14E: Report of Investigation
● Exhibit 14I: Local Agency/Utility Owner Special Agreement (if necessary) ● Exhibit 12D: PS&E Checklist
● Exhibit 9D: Contract DBE Goal Methodology
TASK 7 – BID SUPPORT AND DESIGN SUPPORT DURING CONSTRUCTION (DSDC) 7A Bidding Support Services
The Alta team will provide support to the City of South San Francisco during the advertisement and bidding periods for the project. This includes attending a pre-bid conference, responding to questions received about the project design, and preparation of any addenda and/or clarifications to the PS&E that are deemed necessary. Alta will provide general observations of construction activity but no inspection services are included and all inspection services shall be provided by the City.
Task 7A Deliverables
● Attendance at up to one (1) Pre-Construction Meeting
● Bid Addenda, as needed
● Responses to prospective bidder questions
7B Construction Support Services
Alta will provide design support services throughout and construction phase. We will participate in one pre-construction meeting. Alta will assist CCTA in providing construction support, which will include providing responses to Requests For Information (RFIs), reviewing submittals, preparing necessary plan changes to issue as addendums, assistance in reviewing and preparing change orders during Alta Planning & Design, Inc. Exhibit A SSF OBAG 3 Design Services Proposal Scope of Services
04/21/2024 Page 16 of 16
construction, and preparation of record drawings based on as-built mark ups provided the project Contractor, Construction Manager, and/or City staff.
7C Traffic Signal Construction Support
Alta will attend up to 6 site meetings to verify the proposed layout of the traffic signal poles, cabinets and utility boxes prior to installation, up to 3 site meetings for Pre-Start Up and Start Up of the traffic signal in accordance with the South San Francisco Traffic Signal Turn on Procedures.
Task 7 Deliverables:
● Bid Addenda
● Bid question responses
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
EXHIBIT B
ALTA COMPENSATION SCHEDULE
Alta Planning Design, Inc. Exhibit - B
Compensation Schedule
04/21/2024
Project
Manager
Principal
-
Enginee
r QA/QC
Senior
Associate
Engineer
Engineer
III
Engineer
II
Project
Accountant
Planning
Associate
I
Planner
III
Graphic
Design
Studio
Lead
Direct
Expenses
Alta's
Hours
Alta's Sub
Total Principal
Senior
Civil
Engineer
Enginee
r
Surveyin
g
Manager
Senior
Civil
Engineer
Senior
Technicia
n
2-
Person
Field
Crew
Senior
Field
Enginee
r
Direct
Expense
s Hours
HMH Sub
Total
Scott
Shepard
Vincent
Hellens
Adrian
Esteban
Markos
Legesse
Daniela
Vazquez
Emma K
Katz
Kirsten
Clausen
Charlie
Simpson
George
Foster
Nancy
Chen
Jon
Cacciotti
Linda
Grevera
Hilda
Garcia
Tracy
Giorgetti
Ryan
Fong
Ernie
Garnica n/a Shane Steed
2024 Hourly Rate* $285 $305 $285 $245 $190 $190 $115 $150 $150 $190 $270 $198 $174 $245 $198 $156 $290 $192 1 Project Management 139 37 100 1 59 9 41 0 0 0 386 $97,263 0 0 0 0 0 0 0 0 0 $0 1A Kickoff Meeting 3 2 1 1 1 8 $2,015 0 $0
1B Project Meetings 80 15 30 125 $33,075 0 $0
1C Quality Control 15 20 100 135 $38,875 0 $0
1D Project Website Updates 6 18 9 33 $6,823 0 $0
1E Monthly Progress Reports 35 10 40 85 $16,475 0 $0
2 Permitting and Environmental Clearance 8 0 0 0 16 0 0 0 0 0 24 $5,320 0 0 0 0 0 0 0 0 0 $0 2A CEQA Categorical Exemption Documentation 2 4 6 $1,330 0 $0 2A.1 CEQA Cultural Resources Memorandum 2 4 6 $1,330 0 $0 2B NEPA Preliminary Environmental Study 2 4 6 $1,330 0 $0 2C Optional NEPA Cultural Resources Report 2 4 6 $1,330 0 $0 3 Right-of-Way Verification, Easements, and Acquisitions 19 1 0 0 62 0 0 0 0 0 82 $17,500 2 2 32 32 104 0 16 1 189 $39,768 3A General Managament and Coordination 10 30 40 $8,550 0 $0 3B Appraisals, Plats & Legals 2 10 12 $2,470 24 64 8 1 97 $21,064 3C Appraisal Reviews 0 $0 0 $0
3D Negotiations and Acquisition Support 0 $0 0 $0
3E Right-of-Way Certification 4 1 8 13 $2,965 0 $0
3F Right-of-Way Exhibits 2 10 12 $2,470 2 2 32 6000 36 $6,504 3G Record of Survey Easement/Monuments 1 4 5 $1,045 8 40 8 56 $12,200 4 Public Outreach and Stakeholder Engagement 14 0 0 0 12 0 0 40 32 20 118 $20,870 0 0 0 0 0 0 0 0 0 $0 4a Pop Up Events 4 12 12 12 40 $7,020 0 $0
4b Stakeholder meetings 8 24 20 52 $8,880 0 $0
4c Printed Collateral 1 2 10 7500 13 $2,485 0 $0
4d Online Engagement 1 2 10 13 $2,485 0 $0
5 Pavement Rehabilitation Design 9 2 0 0 20 10 0 0 0 0 41 $8,875 0 0 0 0 0 0 0 0 0 $0 5A Pavement and Curb & Gutter Condition Survey 2 8 10 20 $3,990 0 $0 5B Pavement Coring 2 1 3 $875 0 $0
5C Pavement Design Recommendation 5 1 12 18 $4,010 0 $0 6 Plans, Specifications & Estimates (PS&E) 69 12 0 46 293 821 0 0 0 0 1240 $246,025 34 108 338 0 0 24 32 5 541 $103,360 6A Design Data Gathering 6 4 12 35 57 $11,734 24 32 5 61 $13,984 6B 35% Plans, Specifications, and Estimates (PS&E) 10 2 6 60 180 258 $50,530 4 8 40 52 $9,624 6C 60% Plans, Specifications, and Estimates (PS&E) 14 2 10 75 225 326 $64,050 8 24 100 132 $24,312 6D 90% Plans, Specifications, and Estimates (PS&E) 10 2 6 56 169 243 $47,680 16 48 98 162 $30,876 6E 100% Plans, Specifications, and Estimates (PS&E) 8 2 5 34 101 150 $29,801 4 20 52 76 $14,088 6F Final (Bid Set) PS&E 6 2 5 24 71 108 $21,500 2 8 48 58 $10,476 6G Caltrans Local Assistance Office and E-76 Authorization Support 14 2 10 32 40 98 $20,730 0 $0 0 $0 0 $0
7 Bid Support and Design Support During Construction 4 1 0 0 20 25 0 0 0 0 50 $9,995 0 2 4 0 0 0 0 0 6 $1,092 7A Bidding Support Services 4 1 20 25 50 $9,995 2 4 6 $1,092 7B Construction Support Services 0 $0 0 $0
Staff Hours 261 53 100 47 482 865 41 40 32 20 1941 36 112 374 32 104 24 48 6 736 Labor Total $74,518 $16,165 $28,500 $11,515 $91,509 $164,326 $4,715 $6,000 $4,800 $3,800 $405,848 $9,720 $22,176 $65,076 $7,840 $20,592 $3,744 $13,920 $1,152 $144,220 Alta Reimbursable Expenses & Travel $500 $500 Title Reports $6,000 Potholing Reserve $35,000 $35,000
Other Direct Expenses $7,500 $7,500
Project Total $74,518 $16,165 $28,500 $11,515 $91,509 $164,326 $4,715 $6,000 $4,800 $3,800 $50,500 $448,848 $9,720 $22,176 $65,076 $7,840 $20,592 $3,744 $13,920 $1,152 $150,220 GENERAL NOTES:
* This fee proposal is valid for 90 days from the date submitted. * Hours and staff assignments can be adjusted by the consultant as needed to implement the tasks described during the course of the project. * Hourly rates will be adjusted if work is continued into subsequent year(s).
Task Phase Names
Alta Planning + Design, Inc. HMH
Alta Planning Design, Inc. Exhibit - B
Compensation Schedule
04/21/2024
2024 Hourly Rate*
1 Project Management
1A Kickoff Meeting
1B Project Meetings
1C Quality Control
1D Project Website Updates
1E Monthly Progress Reports
2 Permitting and Environmental Clearance
2A CEQA Categorical Exemption Documentation
2A.1 CEQA Cultural Resources Memorandum
2B NEPA Preliminary Environmental Study
2C Optional NEPA Cultural Resources Report
3 Right-of-Way Verification, Easements, and Acquisitions 3A General Managament and Coordination
3B Appraisals, Plats & Legals
3C Appraisal Reviews
3D Negotiations and Acquisition Support
3E Right-of-Way Certification
3F Right-of-Way Exhibits
3G Record of Survey Easement/Monuments
4 Public Outreach and Stakeholder Engagement
4a Pop Up Events
4b Stakeholder meetings
4c Printed Collateral
4d Online Engagement
5 Pavement Rehabilitation Design
5A Pavement and Curb & Gutter Condition Survey
5B Pavement Coring
5C Pavement Design Recommendation
6 Plans, Specifications & Estimates (PS&E)
6A Design Data Gathering
6B 35% Plans, Specifications, and Estimates (PS&E)
6C 60% Plans, Specifications, and Estimates (PS&E)
6D 90% Plans, Specifications, and Estimates (PS&E)
6E 100% Plans, Specifications, and Estimates (PS&E)
6F Final (Bid Set) PS&E
6G Caltrans Local Assistance Office and E-76 Authorization Support 7 Bid Support and Design Support During Construction
7A Bidding Support Services
7B Construction Support Services
Staff Hours
Labor Total
Alta Reimbursable Expenses & Travel
Potholing Reserve
Other Direct Expenses
Project Total
GENERAL NOTES:
* This fee proposal is valid for 90 days from the date submitted. * Hours and staff assignments can be adjusted by the consultant as needed to implement the tasks described during the course of the project. * Hourly rates will be adjusted if work is continued into subsequent year(s).
Task Phase Names
Senior
Principa
l
Principa
l
Supervising
Archaeologis
t I
Senior
Archaeologist
II
Senior
Planner
I
Planner
II
Archaeologis
t II
GIS/CAD
D
Specialist
II Clerical
Direct
Expenses Hours
Rincon
Sub Total
Project
Manager
Sr.
Project
Engineer/
QA/ QC
Manager
Sr.
Project
Engineer/
Geologist
Project
Geologist
Staff
Engineer
Field
Engineer/
Geologist
Lab
Technician
Drafting
/ Cadd
Tech
Direct
Expense
s Hours
PARIKH
Sub Total
$319 $307 $272 $238 $238 $174 $174 $167 $107 $382 $252 $233 $162 $135 $173 $125 $136 2 2 1 1 15 2 1 0 8 0 32 $6,710 0 0 0 0 0 0 0 0 0 $0 418 $103,973 1 1 2 $545 0 $0 10 $2,560
2 1 1 1 14 2 1 8 30 $6,165 0 $0 155 $39,240
0 $0 0 $0 135 $38,875
0 $0 0 $0 33 $6,823
0 $0 0 $0 85 $16,475
12 5 15 44 28 63 158 14 0 0 339 $67,371 0 0 0 0 0 0 0 0 0 $0 363 $72,691 2 8 28 2 40 $7,748 0 $0 46 $9,078
1 1 2 6 2 15 1 28 $5,851 0 $0 34 $7,181
4 1 1 10 35 2 1 54 $10,771 0 $0 60 $12,101
5 4 12 37 8 141 10 217 $43,001 0 $0 223 $44,331
0 0 0 0 0 0 0 0 0 0 0 $0 0 0 0 0 0 0 0 0 0 $0 271 $57,268 0 $0 0 $0 40 $8,550
0 $0 0 $0 109 $23,534
0 $0 0 $0 0 $0
0 $0 0 $0 0 $0
0 $0 0 $0 13 $2,965
0 $0 0 $0 48 $8,974
0 $0 0 $0 61 $13,245
0 0 0 0 0 0 0 0 0 0 0 $0 0 0 0 0 0 0 0 0 0 $0 118 $20,870 0 $0 0 $0 40 $7,020
0 $0 0 $0 52 $8,880
0 $0 0 $0 13 $2,485
0 $0 0 $0 13 $2,485
0 0 0 0 0 0 0 0 0 0 $0 6 8 30 6 32 24 20 4 130 $23,773 171 $32,648 0 $0 0 $0 20 $3,990
0 $0 6 8 30 6 32 24 20 4 130 $23,773 133 $24,648
0 $0 0 $0 18 $4,010
0 0 0 0 0 0 0 0 0 0 $0 0 0 0 0 0 0 0 0 0 $0 1781 $349,385 0 $0 0 $0 118 $25,718
0 $0 0 $0 310 $60,154
0 $0 0 $0 458 $88,362
0 $0 0 $0 405 $78,556
0 $0 0 $0 226 $43,889
0 $0 0 $0 166 $31,976
0 $0 0 $0 98 $20,730
0 $0 0 $0 0 $0
0 0 0 0 0 0 0 0 0 0 $0 0 0 0 0 0 0 0 0 0 $0 56 $11,087
0 $0 0 $0 56 $11,087
0 $0 0 $0 0 $0
14 7 16 45 43 65 159 14 8 371 6 8 30 6 32 24 20 4 130 3178 $647,922 $4,466 $2,149 $4,352 $10,710 $10,234 $11,310 $27,666 $2,338 $856 $74,081 $2,295 $2,016 $6,983 $971 $4,315 $4,141 $2,509 $542 $23,773 $647,922 Mileage $100 Drilling $6,950
Field Package $114 Traffic Control $2,850 $62,514
CHRIS Records Search $2,000
$4,466 $2,149 $4,352 $10,710 $10,234 $11,310 $27,666 $2,338 $856 $2,214 $76,295 $2,295 $2,016 $6,983 $971 $4,315 $4,141 $2,509 $542 $9,800 $30,723 $710,436 Total Direct
Expenses
Total Task
Fee
Total Task
Hours
Rincon PARIKH
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOUTH SAN FRANCISCO AND
ALTA PLANNING & DESIGN, INC.
FOR DESIGN SERVICES ON THE OBAG 3 SAFETY ACCESS IMPROVEMENTS PROJECT (ST2305)
EXHIBIT C
ALTA DESIGN SERVICES SCHEDULE
ID Task Name Duration Start Finish
1 Task 1 Project Management 410 days Fri 5/31/24 Thu 12/25/25 5 Task 2 Permitting/Environmental
Clearance
200 days Thu 9/26/24 Wed 7/2/25
8 Task 2C NEPA Documentation 250 days Thu 9/26/24 Wed 9/10/25 10 Task 2D NEPA Cultural Resources
Support
200 days Thu 9/26/24 Wed 7/2/25
18 Task 3 Right of Way Verification,
Easements, and Acquisitions
330 days Thu 8/8/24 Wed 11/12/25
26 Task 4 Public Outreach Stakeholder
Agreement
125 days Thu 7/4/24 Wed 12/25/24
29 Task 5 Pavement Rehabilitation Design 60 days Thu 6/27/24 Wed 9/18/24 33 Task 6 Plans, Specificatoins &
Estimates
320 days Thu 6/6/24 Wed 8/27/25
34 Task 6A Design Data Gathering 45 days Thu 6/6/24 Wed 8/7/24 35 Task 6B 35% Plans, Specifications, &
Estimate
65 days Thu 7/25/24 Wed 10/23/24
40 Task 6C 60% Plans, Specifications &
Estimate
75 days Thu 10/24/24 Wed 2/5/25
45 Task 6D 90% Plans, Specifications &
Estimate
75 days Thu 2/6/25 Wed 5/21/25
50 Task 6E 100% Plans, Specifications &
Estimate
60 days Thu 5/22/25 Wed 8/13/25
55 Task 6F Final (Bid Set) PS&E 10 days Thu 8/14/25 Wed 8/27/25 57 Task 6G Caltrans Local Assistance
Office Support and E-76 Authorization
130 days Thu 4/24/25 Wed 10/22/25
61 Task 7 - Bid Support and Design
Support During Construction (DSDC)
MayJun Jul AugSepOctNovDec JanFebMarAprMayJun Jul AugSepOctNovDec JanFebMar 2nd Quarter3rd Quarter4th Quarter1st Quarter2nd Quarter3rd Quarter4th Quarter1st Quarter City of South San Francisco
DPW, Engineering Division
Exhibit C Alta Planning + Design, Inc.
Schedule for SSF OBAG 3 Safety and Access Improvements
Project ST2305
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