Professional Services Contract – SALABER ASSOCIATES, INC. – PROJECT NO. WR21017 (Updated 10/18/23)
PROF
ESSIONAL SERVICES CONTRACT
THIS CONTRACT is entered into this day of 2024, between the CITY OF STOCKTON, a municipa l corporation (“City”), and SALABER ASSOCIATES, INC. whose address is 10969 TRADE CENTER DRIVE, SUITE 108, RANCHO CORDOVA, CA 95670 (“Consultant”) for the MCKINLEY PARK RENOVATION (PROJECT NO. WR21017), hereinafter referred to as "Project".
RECITALS
A. Consultant represents that it is licensed in the State of California and is qualified to provide the services proposed in the SCOPE OF WORK section of this Contract.
B. City finds it necessary and advisable to use the services of the Consultant for the purposes provided in this Contract.
NOW THEREFORE , in consideration of the mu tual promises, covenants, and conditions in this Contract, City and Consultant agree as follows:
1. SCOPE OF SERVICES. Subject to the terms and conditions set forth in this Contract, Consultant shall undertake and complete the services described in Exhibit A. Consultant shall provide said services at the time, place, and in the manner specified in Exhibit A and compatible with the standards of the profession. Consultant agrees that it shall produce a fully complete project that is acceptable to the City.
2. COMPENSATION. City shall pay Consultant for services outlined in Exhibit A according to the fee not to exceed the schedule detailed in Exhibit B, which is attached to this Contract and incorporated by this refer ence. Consultant agrees this fee is for full remuneration for performing all services and furnishing all staffing and materials called for in the scope of services. The payments shall be made on a monthly basis upon receipt and approval of Consultant’s invoice. Total compensation for services and reimbursement for costs shall not exceed $754,370.00 or as otherwise mutually agreed to in a Contract Amendment.
3. INSURANCE. During the term of this Contract, Consultant shall maintain in full force and effect at its own cost and expens e the insurance coverage as set forth in the attached Exhibit C and shall otherwise comply with the other provisions of Exhibit C.
4. INDEMNITY AND HOLD HARMLESS. Pursuant to the full language of California Civil Code §2782, design Professiona l agrees to indemnify, including the cost to defend, City of Stockton and its officers, officials, employees, and volunteers from and EXHIBIT 2
Professional Services Contract – SALABER ASSOCIATES, INC. – PROJECT NO. WR21017 (Updated 10/18/23)
against any and all claims, demands, costs, or liabi lity that arise out of, or pertain to, or relate to the negligence, recklessness, or willful misconduct of Design Professional and its employees or agents in the performance of services under this contract, but this indemnity does not apply to liability for damages arising from the sole negligence, active negligence, or willful acts of the City of Stockton; and does not apply to any passive negligence of the City of St ockton unless caused at least in part by the Design Professional. The City of Stockton agrees that in no event shall the cost to defend charged to the Design Professional exceed that prof essional’s proportionate percentage of fault.
This duty to indemnify shall not be waived or modified by contractual agreement or acts of the parties.
5. SCHEDULE AND TERM. Consultant shall perform the scope of work as described in Exhibit A according to the schedule detailed in Exhibit B, which is attached to this Contract and incorporated by this reference. This Contract shall commence on the date written above and shall expire on August 31, 2026 , unless extended by mutual agreement through the issuance of a Contract Amendment.
a. Invoices submitted by Consultant to City must contain a brief description of work performed, time used, and include the City project number. Payment shall be made within thirty (30) days of approval of invoice by City.
b. Upon completion of work and acceptance by City, Consultant shall have sixty (60) days in which to submit final invoicing for payment. An extension may be granted by City upon receiving a written request thirty (30) days in advance of said time limitat ion. City shall have no obligation or liability to pay any invoice for work performed whic h Consultant fails or neglects to submit within sixty (60) days, or any extension thereof granted by the City, after work is accepted by City.
6. CONFORMANCE TO APPLICABLE LAWS. Consultant shall comply with all applicable federal, State, and Municipal laws, rules, and ordinances. Consultant shall not discriminate in the employme nt of persons or in the prov ision of services under this Contract on the basis of any legally protected classification, including race, color, national origin, ancestry, sex or religion of such person.
a. TITLE VI
Title VI of the Civil Rights Act of 1964 requires that “no person in the United States shall, on the grounds of race, color, or national origin, be excluded from participation in, be denied the benefits o f, or be subjected to discrimination under any pr ogram or activity receiving federal financial assistance.” (42 USC Section 2000d).
http://www.dol.gov/oasam/regs/statutes/titlevi.htm .
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Professional Services Contract – SALABER ASSOCIATES, INC. – PROJECT NO. WR21017 (Updated 10/18/23)
The City of Stockton requires compliance with the requirements of Title VI in all of its programs and activities regardless of funding source. b. DISCRIMINATION AND HARASSMENT POLICY
The City of Stockton has a Discrimination and Harassment Policy (Exhibit D). The purpose of this policy is to reaffirm the City’s commitment to demonstrating respect for all individuals by strictly prohibiting discrimination and harassment, including sexual harassment in the workplace, to define the types of behavior and conduct prohibited by this policy, and to set forth a procedure for reporting, investigat ing, and resolving complaints of discrimination and harassment in the workplace.
c. LABOR STANDARDS PROVISIO NS/CALIFORNIA LABOR CODE
The bidder
shall understand that conditions set forth in Chapter 1, Part 7, Division 2 of the California Labor C ode shall be considered part of the contract
agreement. https://leginfo.legislature.ca.gov/faces/codes_displayText.xht ml?lawCode=LAB&division=2.&title=&part=7.&chapter=1.&article=2. d. PREVAILING WAGE RATES
Consultant and any subcontractor shall pay each employee engaged in the trade or occupation not less than the prevailing hourly wage rate. In accordanc
e with the provisions of Section 1770 of the Labor Code, the Director of Department of Industrial Relations of the State of California has determined the general prevailing rate s of wages and employer payments for health and welfare, pension, vacation, travel time, and subsistence pay as provided for in Section 1773.1, apprenticeship or other training programs authorized by Section 3093 and similar purpos es applicable to the work to be done. Consultant performing the work under this contract shall obtain a copy of the wage rate determination and shall distribute copies to each subcontractor. As the wage determi nation for each craft reflects an expiration date, it shall be the prime Consultant and each subcontractor's responsibility to ensure that the prevailing wage rates of concern is current and paid to the employee.
i. The Consultant performing the work shall be responsible for obtaining a copy of the State wage rate det ermination. State wage rates may be obtained at
http://www.dir.ca.gov/OPRL/pwd/Determinations/Northern/Northern.p df. The Consultant shall be responsible for posting said wage rates at a prominent location at the work site and shall maintain same in a good readable condition for the duration of the work.
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Professional Services Contract – SALABER ASSOCIATES, INC. – PROJECT NO. WR21017 (Updated 10/18/23)
ii.
Should the Consultant choose to work on a Saturday, Sunday or on a holiday recognized by the Labor Unions, the Consultant shall reimburse the City the actual co st of engineering, inspection, superintendence, and or other overhead expenses which are directly chargeable to the contract. Should such work be undertaken at the request of the City, reimbursement will not be required. To conform strictly with the provisions of Division 2, Part 7, Chapter 1, Article 2, of the Labor Code of the State of Califo rnia. To forfeit as a penalty to City the sum of TWENTY-FIVE A ND NO/100 DOLLARS ($25.00) for each laborer, worker, or mechanic employed by CONTRACTOR, or by any subcontractor under Consultant, in the execution of this contract, for each calendar day during which any laborer, worker, or mechanic is required or permitted to work mo re than eight (8) hours and who is not paid the general prevailing rate of per diem wages for holiday and overtime work in violation of the pr ovisions of Sections 1770 to 1781 of the Labor Code of the St ate of California. That all sums forfeited under the provisions of the foregoing sections shall be deducted from the payments to be made under the terms of this contract. iii. PAYROLL RECORDS - The Consultant to whom the contract is awarded shall ensure that the prim e and each subcontractor will, in accordance with Section 1776 of the Labor Code, maintain certified payroll records. A copy of said records shall be provided with each invoice to the Public Works Department, Attention: Contract Compliance Officer. It shall be the Consultant’s responsibility to obtain copies of the current prevailing wage rate determination for all subcontractors. Additionally, certified payroll records must be uploaded to the DIR website as required by labor code.
iv. APPRENTICESHIP STANDARDS - The Consultant shall comply with the provisions established in Section 1777.5 of the Labor Code concerning the 1) ce rtified approval by local joint apprenticeship committees for the employment and training of apprentices, and 2) contribution of funds to admin ister and conduct apprenticeship programs, if applicable to the job.
e. SANCTIONS
Deliverables must conform with all applicable federal, state, and local laws.
Such conformity includes compliance with federal sanctions, and Contractor certifies that it has not and will not engage in prohibited transactions with sanctioned persons or entities.
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Professional Services Contract – SALABER ASSOCIATES, INC. – PROJECT NO. WR21017 (Updated 10/18/23)
7. RIGHTS AND DUTIES OF CITY. City shall make available to Consultant all data and information in the possession of City which both parties deem necessary to complete the work, and City shall actively ai d and assist Consultant in obtaining such information as may be deemed necessary from other agencies and individuals.
8. OBLIGATIONS OF CONSULTANT. Throughout the term of this Contract, Consultant represents and warrant s that it has or will have at the time this Contract is executed, all licenses, permits , qualifications, insurance, and approvals of whatsoever nature which are legally requir ed for the Consultant to pr actice its professions, and Consultant shall, at its own cost and expense, keep in effect during the life of this Contract all such licenses, permits, qualifications, insurance, and approvals. Consultant shall meet with the Public Works Director or other personnel of City or third parties as necessary on all matters connected with the carrying out of Consultant’s services. Such meetings shall be held at the request of either party hereto. Consultant further warrants that it will follow the best current, generally accepted and professional practices to make findings, render opinions, prepare factual presentations , and provide professional advice and recommendations regarding this project.
9. OWNERSHIP OF WORK. All reports, drawings, designs, plan review comments, work product, and all other document s completed or partially completed by Consultant in the performance of this Contract shall become and remain the property of the City. Any and all copyrightable subject ma tter in all materials is hereby assigned to the City and the Consultant agrees to exec ute any additional do cuments that may be necessary to evidence such assignment. All materials shall be delivered to the City upon completion or termination of the work under this Contract. If any materials are lost, damaged, or destroyed before final delivery to the City, the Consultant shall replace them at its own expense. Consultant shall keep materials confidential. Materials shall not be used for purposes other than performance of services under this Contract and shall not be disclosed to anyone not connected with these services unless the City expressly provides prior written consent.
10. CONTRACT AMENDMENTS. City reserves the right to make such alterations as may be deemed necessary or advisable and to require such extra work as may be required for the proper completion of the work contemplated by Consultant. Any such changes will be set forth in a Contract Amendment which will specify, in addition to the work done in connection with the change made, adjustment of contract time, if any, and the basis of compensation for such work. A Contract Amendment will not become effective until approved by the authorized City official.
11. T
ERMINATION. The City may terminate this Contract at any time by mailing a notice in writing to Consultant. The Contract shall then be deemed terminated and no further work shall be performed by Consultan t. If the Contract is so terminated, the Consultant shall be paid for that percentage of work actually completed at the time the notice of termination is received.
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Professional Services Contract – SALABER ASSOCIATES, INC. – PROJECT NO. WR21017 (Updated 10/18/23)
12. CONSULTANT STATUS. In performing the obligat ions set for th in this Contract, Consultant shall have the status of an independent contractor and Consultant shall not be considered to be an employee of the City for any purpose. All persons working for or under the direction of Cons ultant are its agents and employees, and are not agents of the City. Subcontractors shall not be recognized as having any direct or contractual relationship with the City. The persons engaged in the work, including employees of subcontractors and suppliers, will be considered employees of Consultant.
The Consultant shall be responsible for the work of subcontractors, which shall be subject to the provisions of this Contract. The Cons ultant is responsible to the City for the acts and omissions of its subcontractors and persons directly or indirectly employed by them. a. If in the performance of this Contra ct any third persons are employed by Consultant, such persons shall be entirely and exclusively under the direction, supervision, and control of C onsultant. All terms of employment including hours, wages, working c onditions, discipline, hiring, and discharging or any other term of employment or requirement of law shall be determined by Consultant.
i. It is further understood and agreed t hat Consultant must issue W-2 forms or other forms as required by law for income and employment tax purposes for all of Consultant’s personnel.
ii. As an independent cont ractor, Consultant he reby indemnifies and holds City harmless from any and all claims that may be made against the City based upon any content ion by any third party that employer-employee relationship exists by reason of this Contract.
13. ASSIGNMENT. Consultant shall not assign, sublet, or transfer this Contract or any interest or obligation in the Contract without the prior writt en consent of the City, and then only upon such terms and conditions as City may set forth in writing. Consultant shall be solely responsible for reimbursing subcontractors.
14. HEADINGS NOT CONTROLLING. Headings used in the Contract are for reference purposes only and shall not be considered in construing this Contract.
15. NOTICES. Any and all notices herein require d shall be in writing and shall be sent by certified or registered mail, postage prepaid, addressed as follows:
To Consultant: Salaber Associates, In c. To City: Public Works Director 10969 Trade Center Drive City of Stockton
Suite 108 22 E. Weber Ave., Rm. 301
Rancho Cordova, CA 95670 Stockton, CA 95202
16. LICENSES, CERTIFICATIONS, AND PERMITS. Prior to the City’s execution of this Contract and prior to t he Consultant’s engaging in any operation or
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Professional Services Contract – SALABER ASSOCIATES, INC. – PROJECT NO. WR21017 (Updated 10/18/23)
activity set forth in this Contract, Consulta nt shall obtain a City of Stockton business license, which must be kept in effect duri ng the term of this Co ntract. Consultant covenants that it has obtained all certificates, licenses, permits and the like required to perform the services under this Contract.
17. RECORDS AND AUDITS. City reserves the right to periodically audit all charges made by Consultant to City for serv ices under this Contract. Upon request, Consultant agrees to furnish City, or a designated representat ive, with necessary information and assistance.
Consultant agrees that City or its delegate shall have the right to review, obtain, and copy all records pertaining to performance of the Contract. Consultant agrees to provide City or its delegate with any relevant informati on requested, and shall permit City or its delegate access to its prem ises, upon reasonable notice, dur ing normal business hours for the purpose of interviewing employees and inspecting and copying such books, records, accounts, and other material that may be relevant to a matter under investigation for the purposes of determining compliance wit h this Contract. Consultant agrees to maintain such records for a period of three years from the date that final payment is made.
18. CONFIDENTIALITY. Consultant shall exercise reasonable precautions to prevent the unauthorized disclosure and use of City reports, information or conclusions.
19. CONFLICTS OF INTEREST. Consultant covenants that other than this Contract, Consultant has no financial interest with any official, employee, or other representative of the City. Consultant and its principals do not have any financial interest in real property, sources of income or in vestment that would be affected in any manner or degree by the performance of Consultant’s services under this Contract. If such an interest arises, Consultant will immediately notify City.
20. WAIVER. In the event either City or C onsultant at any time waive any breach of this Contract by the other, such waiver shall not constitute a waiver of any other or succeeding breach of this Contract, whether of the same or of any other covenant, condition, or obligation.
21. GOVERNING LAW. California law shall govern any legal action pursuant to this Agreement with venue for all claims in the Superior Court of the County of San Joaquin, Stockton Branch or, where applicable, in the federal District Court of California, Eastern District, Sacramento Division.
22. NO PERSONAL LIABILITY. No official or employee of City shall be personally liable to Consultant in the event of any default or breach by City or for any amount due Consultant.
23. INTEGRATION AND MODIFICATION. The response by Consultant to the Request for Proposals and the Request for Proposals on file with the City Clerk are hereby
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Professional Services Contract – SALABER ASSOCIATES, INC. – PROJECT NO. WR21017 (Updated 10/18/23)
incorporated herein by reference to the extent that such documents do not differ from the provisions and terms of this Contract that shall supersede such response to Request for Proposals. This Contract represents the entire integrated agreement between Consultant and City, supersedes all prior negotiations, representations, or agreements, either written or oral, between the parties, and may be am ended only by written instrument signed by Consultant and City. All exhibits and this contract are intended to be construed as a single document. Should any inconsistency o ccur between the specific terms of this Contract and the attached exhibits, the terms of this Contract will prevail.
24. SEVERABILITY. The provisions of this Contract are severable to the extent that should any of its provisions or terms be declared void in whole or in part by operation of law or agreement of the parties, the remainder of the provisions or terms not expressly declared void shall remain enforceable and in full effect.
25. THIRD PARTY RIGHTS. Nothing in this Contract shall be construed to give any rights or benefits to anyone other than City and Consultant.
26. AUTHORITY. The undersigned hereby represent and warrant that they are authorized by the parties to execute this Contract.
IN WITNESS WHEREOF: the parties have executed this Contract the day and year first hereinabove written.
CITY OF STOCKTON SALABER ASSOCIATES, INC.
B y : B y :
HARRY BLACK Signature
CITY MANAGER
A T T E S T :
P r i n t N a m e
B Y :
ELIZA R. GARZA, CMC Title:
CITY CLERK
APPROVED AS TO FORM:
B Y :
DEPUTY CITY ATTORNEY
EXHIBIT 2
City of Stockton
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Detailed Work Plan
MANAGEMENT APPROACH
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Schedules and Milestones
dŚĞ^/dĞĂŵǁŝůůĂĚĚƌĞƐƐƚŚĞĐŽŶƚƌĂĐƚŽƌ͛ƐƐĐŚĞĚƵůĞĂŶĚŽƚŚĞƌĂƐƐŽĐŝĂƚĞĚǁŽƌŬďLJĂŶLJŽƚŚĞƌĞŶƟƟĞƐŽŶĂĚĂŝůLJ ďĂƐŝƐ͘dŚŽƌŽƵŐŚŬŶŽǁůĞĚŐĞŽĨƚŚĞƉƌŽũĞĐƚĚĞƚĂŝůƐĂŶĚĐŽŵƉůĞdžŝƟĞƐǁŝůůďĞĞƐƐĞŶƟĂůƚŽƵŶĚĞƌƐƚĂŶĚŝŶŐƚŚĞƐĐŚĞĚƵůĞ ĂŶĚƚŚĞƉŽƚĞŶƟĂůŝŵƉĂĐƚƐŽĨĂŶLJƐĐŚĞĚƵůĞǀĂƌŝĂŶĐĞ͘ĞĨŽƌĞǁŽƌŬďĞŐŝŶƐ͕'ƌĞŐ^ŵŝƚŚƚŚĞŽŶƐƚƌƵĐƟŽŶDĂŶĂŐĞƌ͕ǁŝůů ĐŽŶĚƵĐƚĂƚŚŽƌŽƵŐŚƌĞǀŝĞǁŽĨƚŚĞƉůĂŶƐĂŶĚƐƉĞĐƐ͕ƚŚĞƌĞŐƵůĂƚŽƌLJĂŶĚŽǀĞƌƐŝŐŚƚƌĞƋƵŝƌĞŵĞŶƚƐ͕ĂŶĚƉĞƌŵŝƚŝƐƐƵĞƐ ƚŚĂƚǁĞƌĞŝĚĞŶƟĮĞĚĚƵƌŝŶŐƚŚĞƉůĂŶŶŝŶŐĂŶĚĚĞƐŝŐŶƉƌŽĐĞƐƐ͘/ĨĂŶLJĞƌƌŽƌƐĂŶĚŽŵŝƐƐŝŽŶĂƌĞĚŝƐĐŽǀĞƌĞĚ͕ƚŚĞLJǁŝůů ŶĞĞĚƚŽďĞĂĚĚƌĞƐƐĞĚ͕ƌĞƐŽůǀĞĚĂŶĚƌĞŵĞĚŝĂƚĞĚ͘dŚŝƐƵƉͲĨƌŽŶƚǁŽƌŬŝƐĐƌŝƟĐĂůƚŽŚĞĂĚŝŶŐŽīŝƐƐƵĞƐďĞĨŽƌĞƚŚĞLJ ďĞĐŽŵĞƉƌŽďůĞŵƐ͕ƉĂƌƟĐƵůĂƌůLJƚŽƚŚĞƐĐŚĞĚƵůĞ͘
<ĞĞƉŝŶŐƚŚĞĐŽŶƚƌĂĐƚŽƌŽŶƐĐŚĞĚƵůĞĚƵƌŝŶŐƚŚĞĐŽƵƌƐĞŽĨƚŚĞǁŽƌŬǁŝůůďĞƚŚĞƌĞƐƉŽŶƐŝďŝůŝƚLJŽĨƚŚĞĨƵůů^/dĞĂŵ͘ ^/ŽŶƐƚƌƵĐƟŽŶDĂŶĂŐĞƌƐĂŶĚŝŶƐƉĞĐƚŽƌƐŚĂǀĞĞdžƚĞŶƐŝǀĞĞdžƉĞƌŝĞŶĐĞǁŝƚŚƚŚŝƐƚLJƉĞŽĨƉůĂŶŶĞĚǁŽƌŬĂŶĚƐĐŽƉĞ͕ ĂŶĚƚŚĞŝƌƵŶĚĞƌƐƚĂŶĚŝŶŐŽĨƚŚĞǁŽƌŬ͕ƚŚĞŝƌĞdžƉĞƌŝĞŶĐĞǁŝƚŚƐŝŵŝůĂƌƉƌŽũĞĐƚƐ͕ĂŶĚƚŚĞŝƌĂďŝůŝƚLJƚŽĂŶƟĐŝƉĂƚĞƉŽƚĞŶƟĂů ƉŝƞĂůůƐĂŶĚĚĞůĂLJƐǁŝůůďĞĐƌŝƟĐĂůŝŶŬĞĞƉŝŶŐƚŚĞĐŽŶƚƌĂĐƚŽƌŽŶƟŵĞĂŶĚďƵĚŐĞƚ͘
EXHIBIT A
EXHIBIT 2
City of Stockton
ŽŶƐƚƌƵĐƟŽŶDĂŶĂŐĞŵĞŶƚ^ĞƌǀŝĐĞƐĨŽƌƚŚĞDĐ<ŝŶůĞLJWĂƌŬZĞŶŽǀĂƟŽŶ;WƌŽũĞĐƚEŽ͘tZϮϭϬϭϳͿ
Detailed Work Plan
dŚƌŽƵŐŚŽƵƚƚŚĞƉƌŽũĞĐƚ͕ĂƚƚŚĞǁĞĞŬůLJŵĞĞƟŶŐƐ͕ĂŶĚŝŶďĞƚǁĞĞŶƚŚĞ ŵĞĞƟŶŐƐ͕ŝĨŶĞĐĞƐƐĂƌLJ͕ƚŚĞƐĐŚĞĚƵůĞǁŝůůďĞƌĞǀŝĞǁĞĚĂŶĚĂŐƌĞĞĚƵƉŽŶ ďLJďŽƚŚƚŚĞ^/dĞĂŵĂŶĚƚŚĞĐŽŶƚƌĂĐƚŽƌ ͘ŶLJƐůŝƉŝŶƐĐŚĞĚƵůĞǁŝůůďĞ ĂĚĚƌĞƐƐĞĚŝŵŵĞĚŝĂƚĞůLJĂŶĚƐŽůƵƟŽŶƐǁŝůůďĞĚŝƐĐƵƐƐĞĚ͘dŚĞ^/dĞĂŵ ƉŚŝůŽƐŽƉŚLJŝƐƚŽǁŽƌŬǁŝƚŚƚŚĞĐŽŶƚƌĂĐƚŽƌ͕ŶŽƚĂŐĂŝŶƐƚƚŚĞŵ͕ƚŽŐĞƚƚŚĞ ũŽďĚŽŶĞ͘KĨĐŽƵƌƐĞ͕ƚŚĞƌĞƐƉŽŶƐŝďŝůŝƚLJŽĨƚŚĞ^/dĞĂŵŝƐƚŽŵĂŬĞƐƵƌĞ ƚŚĂƚƚŚĞƉƌŽũĞĐƚŝƐďƵŝůƚĂĐĐŽƌĚŝŶŐƚŽƚŚĞƉůĂŶƐĂŶĚƐƉĞĐƐ͕ĂŶĚĚŽŶĞ ƐĂĨĞůLJĂŶĚŽŶƟŵĞ͕ďƵƚƚŚĞǁĂLJƚŚŝƐŝƐĚŽŶĞŝƐĞƋƵĂůůLJĂƐĐƌŝƟĐĂů͘dŚĞ ^/dĞĂŵŝƐƚŚĞƌĞƚŽĨĂĐŝůŝƚĂƚĞ͕ŶŽƚƐŝŵƉůLJƉŽůŝĐĞ͘
PLANNING FOR THE WORK
/ƚŝƐĞdžƉĞĐƚĞĚƚŚĂƚƚŚĞĐƌŝƟĐĂůƉĂƚŚŽĨƚŚĞƉƌŽũĞĐƚǁŝůůůŝŬĞůLJŝŶĐůƵĚĞƚŚĞ ĨŽůůŽǁŝŶŐĂĐƟǀŝƟĞƐ͗ĐŽŶƐƚƌƵĐƟŽŶŽĨƚŚĞƉŽŽůďƵŝůĚŝŶŐ͕ƚŚĞŝŶƐƚĂůůĂƟŽŶ ŽĨƚŚĞƉŽŽůŵĞĐŚĂŶŝĐĂůĞƋƵŝƉŵĞŶƚĂŶĚƚŚĞƉŽŽůƉůĂƐƚĞƌ ͘/ŶƚŚĂƚƚŚĞ ĐŽŶƐƚƌƵĐƟŽŶŽĨƚŚĞƐĞĞůĞŵĞŶƚƐĂƌĞĐƌŝƟĐĂůƚŽƚŚĞĐŽŵƉůĞƟŽŶŽĨƚŚĞ ƉƌŽũĞĐƚƚŚĞĚĞŵŽůŝƟŽŶƉĞƌŵŝƚ͕ďƵŝůĚŝŶŐƉĞƌŵŝƚ͕ƚŚĞŚĞĂůƚŚĚĞƉĂƌƚŵĞŶƚ ƉĞƌŵŝƚ͕ĂŶĚƚŚĞĮƌĞĚĞƉĂƌƚŵĞŶƚƉĞƌŵŝƚĨŽƌƚŚĞƉŽŽůĂŶĚƉŽŽů ďƵŝůĚŝŶŐƐŚŽƵůĚďĞŝŶƉůĂĐĞƉƌŝŽƌƚŽĂǁĂƌĚŽĨƚŚĞŽŶƚƌĂĐƚƚŽĞdžƉĞĚŝƚĞ ĐŽŶƐƚƌƵĐƟŽŶ͘KƚŚĞƌǁŝƐĞ͕ŽďƚĂŝŶŝŶŐƚŚĞƐĞƉĞƌŵŝƚƐŶĞĞĚƐƚŽďĞƚŚĞƚŽƉ priority.
^/ǁŝůůǁŽƌŬǁŝƚŚƚŚĞŝƚLJ͕ƚŚĞĐŽŶƚƌĂĐƚŽƌ͕ƚŚĞ>ĂŶĚƐĐĂƉĞƌĐŚŝƚĞĐƚ ĂŶĚƚŚĞ'sƚŽƐĐŚĞĚƵůĞĂƉƌĞĐŽŶƐƚƌƵĐƟŽŶĐŽŶĨĞƌĞŶĐĞǁŝƚŚŝŶ ϭϬĚĂLJƐŽĨĂǁĂƌĚŽĨƚŚĞĐŽŶƚƌĂĐƚŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚ^ƉĞĐŝĮĐĂƟŽŶ ^ĞĐƟŽŶƐϰͲϭ͘ϬϴĂŶĚϴͲϭ͘Ϭϰ͘^/ǁŝůůǁŽƌŬǁŝƚŚƚŚĞĐŽŶƚƌĂĐƚŽƌƚŽ ŚĂǀĞƚŚĞŵƉƌŽǀŝĚĞĂƉƌĞůŝŵŝŶĂƌLJĐŽŶƐƚƌƵĐƟŽŶƐĐŚĞĚƵůĞĂƚƚŚĞ ƉƌĞĐŽŶƐƚƌƵĐƟŽŶĐŽŶĨĞƌĞŶĐĞƚŚĂƚŝŶĐůƵĚĞƐ'sǁŽƌŬŝƚĞŵƐĂƐ ŽƵƚůŝŶĞĚŝŶƐƉĞĐŝĮĐĂƟŽŶƐĞĐƟŽŶϰͲϭ͘Ϭϴ͘dŚĞƉƌĞůŝŵŝŶĂƌLJƐĐŚĞĚƵůĞǁŝůů also include a procurement schedule that includes all long lead items. dŚĞĞůĞĐƚƌŝĐĂůĞƋƵŝƉŵĞŶƚ͕ƚŚĞƉŽŽůŵĞĐŚĂŶŝĐĂůĞƋƵŝƉŵĞŶƚĂŶĚĚŽŽƌ ĂŶĚǁŝŶĚŽǁĨƌĂŵĞƐĂƌĞŝƚĞŵƐƚŚĂƚĂƌĞůŝŬĞůLJƚŽďĞůŽŶŐůĞĂĚŝƚĞŵƐ͘ hŶĚĞƌƐƚĂŶĚŝŶŐŽĨƚŚĞĚƵƌĂƟŽŶƐŽĨƚŚĞ'sƚƌĞĞƌĞŵŽǀĂůĂŶĚƐƚƵŵƉ ƌĞŵŽǀĂůĂĐƟǀŝƟĞƐǁŝůůďĞĂŶŝŵƉŽƌƚĂŶƚĞůĞŵĞŶƚŽĨĚĞǀĞůŽƉŝŶŐƚŚĞ baseline schedule.
PROJECT SCOPE
dŚĞƉƌŽũĞĐƚŝŶĐůƵĚĞƐƌĞŶŽǀĂƟŽŶŽĨĂŶĞdžŝƐƟŶŐƉĂƌŬĂŶĚƐǁŝŵŵŝŶŐ ƉŽŽůŝŶĐůƵĚŝŶŐ͗ŶĞǁƉŽŽůďƵŝůĚŝŶŐ͕ƉŽŽůĞƋƵŝƉŵĞŶƚ͕ƉŽŽůĂƌĞĂ fencing, and various other pool related improvements, parking lot ŝŵƉƌŽǀĞŵĞŶƚƐ͕ŶĞǁƉŝĐŶŝĐƐŚĞůƚĞƌƐ͕ŶĞǁďĂůůĮĞůĚ͕ŶĞǁƉůĂLJĂƌĞĂ͕ŶĞǁ ƌĞƐƚƌŽŽŵ͕ďĂƐŬĞƚďĂůůĐŽƵƌƚƐ͕ĨƵƚƐĂůĐŽƵƌƚ͕ƌĞŶŽǀĂƚĞĚƐŽĐĐĞƌĮĞůĚƐ͕ ǁĂůŬǁĂLJƌĞƉůĂĐĞŵĞŶƚĂŶĚŶĞǁĐŽŶĐƌĞƚĞǁĂůŬǁĂLJƐ͕ůĂŶĚƐĐĂƉŝŶŐ͕ ŝƌƌŝŐĂƟŽŶƐLJƐƚĞŵŵŽĚŝĮĐĂƟŽŶ͕ĂŶĚƉĂƚŚůŝŐŚƟŶŐ͘
hŶĨŽƌĞƐĞĞŶĐŽŶĚŝƟŽŶƐŽĨƚŚĞƐƵďƐƵƌĨĂĐĞĐŽƵƌƚŵĂƚĞƌŝĂůƐ͕ƚŚĞ ƵŶŬŶŽǁŶĐŽŶĚŝƟŽŶŽĨĞdžŝƐƟŶŐƉŽŽůƉŝƉŝŶŐƚŽďĞƌĞƵƐĞĚ͕ĞdžŝƐƟŶŐƐŽŝů ĐŽŶĚŝƟŽŶƐƚŚĂƚŝŶĐůƵĚĞĞdžƉĂŶƐŝǀĞĐůĂLJƐŽŝůƐ͕ĂŶĚƵŶŬŶŽǁŶĞdžŝƐƟŶŐ
EXHIBIT A
EXHIBIT 2
City of Stockton
ŽŶƐƚƌƵĐƟŽŶDĂŶĂŐĞŵĞŶƚ^ĞƌǀŝĐĞƐĨŽƌƚŚĞDĐ<ŝŶůĞLJWĂƌŬZĞŶŽǀĂƟŽŶ;WƌŽũĞĐƚEŽ͘tZϮϭϬϭϳͿ
Detailed Work Plan
ƵŶĚĞƌŐƌŽƵŶĚƵƟůŝƟĞƐƉƌĞƐĞŶƚƚŚĞƌŝƐŬŽĨĚĞůĂLJƐƚŽƚŚĞ
ƉƌŽũĞĐƚ͘^/ǁŝůůǁŽƌŬĐůŽƐĞůLJǁŝƚŚƚŚĞŝƚLJĂŶĚƚŚĞ
Contractor to resolve any issues regarding unforeseen
ĐŽŶĚŝƟŽŶƐĂƐƚŚĞLJĂƌĞĚŝƐĐŽǀĞƌĞĚŽŶƚŚĞƉƌŽũĞĐƚ͘
ůŽƐĞĐŽŽƌĚŝŶĂƟŽŶďĞƚǁĞĞŶƚŚĞŽŶƚƌĂĐƚŽƌĂŶĚƚŚĞ
ƉƵďůŝĐƵƟůŝƟĞƐƉƌŽǀŝĚŝŶŐƐĞƌǀŝĐĞƚŽƚŚĞƉƌŽũĞĐƚǁŝůůďĞ ĐƌŝƟĐĂůƚŽĂƟŵĞůLJĐŽŵƉůĞƟŽŶŽĨƚŚĞƉƌŽũĞĐƚ͘^/ǁŝůů
ĐŽŽƌĚŝŶĂƚĞǁŝƚŚƚŚĞĐŽŶƚƌĂĐƚŽƌ͕ƚŚĞŝƚLJĂŶĚƚŚĞƵƟůŝƚLJ ĐŽŵƉĂŶLJƚŽŚĂǀĞƵƟůŝƟĞƐŝŶƐƚĂůůĞĚĂƐŶĞĞĚĞĚƚŽŵĞĞƚ
ƚŚĞƉƌŽũĞĐƚƐĐŚĞĚƵůĞ͘
^/ǁŝůůǁŽƌŬĐůŽƐĞůLJǁŝƚŚƚŚĞŽŶƚƌĂĐƚŽƌĂŶĚƚŚĞ's ƚŽĞŶƐƵƌĞƚŚĂƚƚŚĞ'sƚƌĞĞƌĞŵŽǀĂů͕ƐƚƵŵƉƌĞŵŽǀĂů͕
ƚƌĞĞƉůĂŶƟŶŐĂŶĚƚŚĞŝŶƐƚĂůůĂƟŽŶŽĨƐŝƚĞĨƵƌŶŝƐŚŝŶŐƐ
ŝƐĂůůŽǁĞĚĂĚĞƋƵĂƚĞƟŵĞƚŽďĞƉƌŽƉĞƌůLJĐŽŵƉůĞƚĞĚ
ǁŝƚŚŽƵƚĂĚǀĞƌƐĞůLJŝŵƉĂĐƟŶŐƚŚĞƉƌŽũĞĐƚƐĐŚĞĚƵůĞ͘
SCOPE OF WORK
Contract Administration / Document Control
ĐĐƵƌĂƚĞĂŶĚƵƉͲƚŽͲĚĂƚĞƌĞĐŽƌĚƐĂƌĞĐƌŝƟĐĂů͘dŚĞ^/
dĞĂŵƉƌŽƉŽƐĞƐƚŽƵƟůŝnjĞĂǁĞďͲďĂƐĞĚĐŽŶƐƚƌƵĐƟŽŶ
ŵĂŶĂŐĞŵĞŶƚƐŽŌǁĂƌĞsŝƌƚƵĂůWƌŽũĞĐƚDĂŶĂŐĞƌ;sWDͿ
ǁŚŝĐŚĂůůƐƚĂŬĞŚŽůĚĞƌƐĐĂŶĂĐĐĞƐƐ͘dŚŝƐƐŽŌǁĂƌĞŝƐ
ƵƐĞĚƚŽƚƌĂĐŬƐƵďŵŝƩĂůƐ͕Z&/͕ĐŽƌƌĞƐƉŽŶĚĞŶĐĞ͕ĂŶĚ
ƚƌĂŶƐŵŝƩĂůƐ͘^/ƵƟůŝnjĞƐsWDƚŽƉƌŽĚƵĐĞĚĂŝůLJĚŝĂƌLJ
reports including labor records, and photographic
ƌĞĐŽƌĚƐ͕ŽĨƚŚĞǁŽƌŬ͘
ůĞĐƚƌŽŶŝĐƉƌŽũĞĐƚĮůĞƐĂƌĞ
ƉƌŽĚƵĐĞĚƵƟůŝnjŝŶŐƚŚĞĂůdƌĂŶƐĐĂƚĞŐŽƌLJĮůŝŶŐƐLJƐƚĞŵ͘ dŚĞ^/dĞĂŵŵĞŵďĞƌƐŚĂǀĞŚĂĚƉƌŽũĞĐƚƌĞĐŽƌĚƐ
audited by oversight and regulatory agencies and
have successfully passed those audits. SAI uses the
sWDƚŽŽůƚŽƉƌŽĚƵĐĞĂǁĞĞŬůLJƐƵŵŵĂƌLJŽĨƉĂƐƚĂŶĚ
ƵƉĐŽŵŝŶŐǁŽƌŬ͕ĞǀĞŶƚƐĂŶĚŝƐƐƵĞƐŬĞĞƉŝŶŐĂůůƐƚĂŬĞ
holders up to date and on task.
dŚĞƐƉĞĐŝĮĐƉƌŽƉŽƐĞĚƐĐŽƉĞŽĨǁŽƌŬĨŽƌƚŚĞƉƌŽũĞĐƚ
ǁŝůůŵĞĞƚƚŚĞůŝƐƚĞĚƐĐŽƉĞŝŶƚŚĞZ&WĂŶĚƚŚĞƐĞŝƚĞŵƐ
ǁŝůůŶŽƚďĞƌĞŝƚĞƌĂƚĞĚ͘dŚĞĐŽŶƐƚƌƵĐƟŽŶĂĚŵŝŶŝƐƚƌĂƟŽŶ
ĂŶĚŝŶƐƉĞĐƟŽŶƐĞƌǀŝĐĞƐƚŚĂƚƚŚĞ^/dĞĂŵǁŝůůƉƌŽǀŝĚĞ
ǁŝůůĐŽŵƉůLJǁŝƚŚƚŚĞŝƚLJŽĨ^ƚŽĐŬƚŽŶ͛ƐŶĞĞĚƐĂŶĚ
ƌĞƋƵŝƌĞŵĞŶƚƐ͘
Documentation of Pre-Construction Conditions
dŚĞũŽďƐŝƚĞ͕ƐƵƌƌŽƵŶĚŝŶŐĂƌĞĂ͕ƉƌŽƉĞƌƟĞƐ͕ĂŶĚ
ĂĚũĂĐĞŶƚĨĞĂƚƵƌĞƐǁŝůůďĞƚŚŽƌŽƵŐŚůLJƉŚŽƚŽŐƌĂƉŚĞĚ
ĂŶĚǀŝĚĞŽƌĞĐŽƌĚĞĚƉƌŝŽƌƚŽĂŶLJĐŽŶƐƚƌƵĐƟŽŶǁŽƌŬ͘
WŝĐƚƵƌĞƐĐĂŶďĞŽĨŐƌĞĂƚƐĞƌǀŝĐĞŝŶƚŚĞĞǀĞŶƚŽĨĂƚŚŝƌĚͲ ƉĂƌƚLJĐůĂŝŵƚŚĂƚŝŶǀŽůǀĞƐĚĞƐƚƌƵĐƟŽŶŽƌĚĂŵĂŐĞŽĨ
ĞdžŝƐƟŶŐĐŽŶĚŝƟŽŶƐ͘
dŚĞƉŚŽƚŽŐƌĂƉŚƐǁŝůůďĞůŽŐŐĞĚĂŶĚĚŽĐƵŵĞŶƚĞĚ
ŝŶƚŚĞũŽďƌĞĐŽƌĚƐǁŝƚŚĞĂƐŝůLJƵŶĚĞƌƐƚĂŶĚĂďůĞ
ƟƚůĞƐ͕ůŽĐĂƟŽŶ͕ĚĂƚĞƐƚĂŵƉ͕ĂŶĚƚŚĞĚŝƌĞĐƟŽŶƚŚĞ
ƉŚŽƚŽŐƌĂƉŚǁĂƐƚĂŬĞŶ͘^/ƉĞƌĨŽƌŵƐƚŚŝƐǁŽƌŬ
alongside the contractor so there is agreement as to
ǁŚĂƚŝƐĚŽĐƵŵĞŶƚĞĚ͘
Meetings (Pre-construction, Progress, Safety, etc.)
dŚĞƉƌŝŵĂƌLJƉƵƌƉŽƐĞŽĨƚŚĞƉƌĞͲĐŽŶƐƚƌƵĐƟŽŶŵĞĞƟŶŐ
ŝƐƚŽĞƐƚĂďůŝƐŚƌĞůĂƟŽŶƐŚŝƉƐ͕ĞŶĐŽƵƌĂŐĞŽƉĞŶĂŶĚ
ŚŽŶĞƐƚůŝŶĞƐŽĨĐŽŵŵƵŶŝĐĂƟŽŶĂŶĚƚŽĐŽŵŵƵŶŝĐĂƚĞ
the general partnering philosophy of the City of
^ƚŽĐŬƚŽŶ͘dŚĞŵĞĞƟŶŐǁŝůůŝŶĐůƵĚĞĂŶŽǀĞƌǀŝĞǁŽĨƚŚĞ
ƌĞƋƵŝƌĞŵĞŶƚƐŽĨƚŚĞĐŽŶƚƌĂĐƚ͘/ŶĐůƵĚŝŶŐƚŚĞĚĞůŝǀĞƌLJ
ŽĨƌĞƋƵŝƌĞĚƐƵďŵŝƩĂůƐĨƌŽŵƚŚĞĐŽŶƚƌĂĐƚŽƌ ͘/ƚŝƐĂŐŽŽĚ idea to go through the plans and special provisions in
ĂŶŽƌĚĞƌůLJĂŶĚĐŽŶĐŝƐĞŵĂŶŶĞƌĂŶĚƚŽďƌŝĞŇLJĚŝƐĐƵƐƐ
ƚŚĞƵŶŝƋƵĞĨĞĂƚƵƌĞƐĂŶĚƌĞƋƵŝƌĞŵĞŶƚƐŽĨƚŚĞǁŽƌŬ͘
^/ǁŝůůĐŽŶĚƵĐƚǁĞĞŬůLJƉƌŽŐƌĞƐƐŵĞĞƟŶŐƐƚŽĚŝƐĐƵƐƐ
ƉƌŽũĞĐƚŝƐƐƵĞƐ͕ƐĂĨĞƚLJ͕ƐƚŽƌŵǁĂƚĞƌĐŽŵƉůŝĂŶĐĞ͕ƌĞǀŝĞǁ
ŽƵƚƐƚĂŶĚŝŶŐƐƵďŵŝƩĂůƐ͕Z&/͛Ɛ͕WŽƚĞŶƟĂůŚĂŶŐĞKƌĚĞƌƐ
;WK͛ƐͿ͕ĂŶĚƚŚĞƉƌŽŐƌĞƐƐƐĐŚĞĚƵůĞ͘^/ǁŝůůƉƌĞƉĂƌĞ
ĂŶĚĚŝƐƚƌŝďƵƚĞƚŚĞŵĞĞƟŶŐŵŝŶƵƚĞƐƚŽĂůůƉĂƌƟĐŝƉĂŶƚƐ
ƉƌŝŽƌƚŽƚŚĞŶĞdžƚŵĞĞƟŶŐ͘WƌŽŐƌĞƐƐDĞĞƟŶŐƐĂƌĞ
ĂŶĞīĞĐƟǀĞƚŽŽůŝŶŬĞĞƉŝŶŐƚŚĞƚĞĂŵĨŽĐƵƐĞĚŽŶ
ƚŚĞĐƌŝƟĐĂůŝƐƐƵĞƐĂŶĚƌĞƐŽůǀŝŶŐƚŚĞŵĂƐƐŽŽŶĂƐ
ƉŽƐƐŝďůĞ͘ƐŝƐƐƵĞƐĂƌŝƐĞĚƵƌŝŶŐĐŽŶƐƚƌƵĐƟŽŶ͕^/ǁŝůů ĂĚĚƌĞƐƐƚŚĞŵĂƐƋƵŝĐŬůLJĂƐƉŽƐƐŝďůĞ͘DĞĞƟŶŐƐǁŝůů
ďĞƐĐŚĞĚƵůĞĚŝŶƚŚĞĮĞůĚǁŝƚŚĂůůĂƉƉƌŽƉƌŝĂƚĞƚĞĂŵ
ŵĞŵďĞƌƐƚŽƌĞƐŽůǀĞƚŚĞƐĞŝƐƐƵĞƐǁŝƚŚŵŝŶŝŵĂůŝŵƉĂĐƚ
ƚŽƚŚĞƉƌŽũĞĐƚ͘
^ĂĨĞƚLJŝƐĂŶŝƐƐƵĞƚŚĂƚĐĂŶŶŽƚďĞŽǀĞƌĞŵƉŚĂƐŝnjĞĚ͘
^ĂĨĞƚLJĂůǁĂLJƐĐŽŵĞƐĮƌƐƚ͘^ĂĨĞƚLJŵƵƐƚďĞǁĞůůƉůĂŶŶĞĚ
and documented and a constant focus on the site
ĨŽƌƚŚĞĚƵƌĂƟŽŶŽĨƚŚĞǁŽƌŬ͘^/ǁŝůůǁŽƌŬǁŝƚŚƚŚĞ
contractor to ensure the site is secure and protected
from the public.
Schedule Review
^/ǁŝůůƌĞǀŝĞǁƚŚĞĐŽŶƚƌĂĐƚŽƌ͛ƐďĂƐĞůŝŶĞƐĐŚĞĚƵůĞƚŽ
ĚĞƚĞƌŵŝŶĞƚŚĂƚƚŚĞĐŽŶƚƌĂĐƚƐƚĂƌƚĚĂƚĞ͕ƚŚĞĚƵƌĂƟŽŶŽĨ the contract, and the contract end date are accurate.
EXHIBIT A
EXHIBIT 2
City of Stockton
ŽŶƐƚƌƵĐƟŽŶDĂŶĂŐĞŵĞŶƚ^ĞƌǀŝĐĞƐĨŽƌƚŚĞDĐ<ŝŶůĞLJWĂƌŬZĞŶŽǀĂƟŽŶ;WƌŽũĞĐƚEŽ͘tZϮϭϬϭϳͿ
Detailed Work Plan
dŚĞƌĞǀŝĞǁĞƌǁŝůůĞŶƐƵƌĞŽŶůLJŽŶĞĐƌŝƟĐĂůƉĂƚŚŝƐƐŚŽǁŶ ĂŶĚƚŚĂƚŶĞĂƌĐƌŝƟĐĂůĂĐƟǀŝƟĞƐĂƌĞŬĞƉƚƚŽĂŵŝŶŝŵƵŵ͘
dŚĞƌĞǀŝĞǁǁŝůůĐŚĞĐŬƚŚĂƚĂůůƌĞůĞǀĂŶƚĂĐƟǀŝƟĞƐĂƌĞ
ŝŶĐůƵĚĞĚǁŝƚŚƌĞĂƐŽŶĂďůĞĚƵƌĂƟŽŶƐĂŶĚĐŽƌƌĞĐƚůŽŐŝĐ͘
dŚĞĐŽŶƚƌĂĐƚŽƌ͛ƐŵŽŶƚŚůLJƵƉĚĂƚĞƐǁŝůůďĞƌĞǀŝĞǁĞĚ
ĨŽƌĂĐĐƵƌĂĐLJǁŝƚŚĂƐͲďƵŝůƚĐŽŶĚŝƟŽŶƐŝŶƚŚĞĮĞůĚ͘/ĨƚŚĞ ĐŽŶƚƌĂĐƚŽƌĨĂůůƐďĞŚŝŶĚƐĐŚĞĚƵůĞ͕^/ǁŝůůƌĞƋƵĞƐƚĂ
ƌĞĐŽǀĞƌLJƐĐŚĞĚƵůĞĂŶĚǁŽƌŬǁŝƚŚƚŚĞĐŽŶƚƌĂĐƚŽƌƚŽŐĞƚ
ďĂĐŬŽŶƐĐŚĞĚƵůĞ͘^/ĐŽŶƐŝĚĞƌƐƚŚŝƐƚĂƐŬƐŝŐŶŝĮĐĂŶƚ
ǁŚĞŶĂŶĂůLJnjŝŶŐĚĞůĂLJĐůĂŝŵƐĂŶĚĚĞƚĞƌŵŝŶŝŶŐŝĨƚŚĞ
ĐƌŝƟĐĂůƉĂƚŚǁĂƐŝŵƉĂĐƚĞĚǁĂƌƌĂŶƟŶŐĂƟŵĞĞdžƚĞŶƐŝŽŶ͘
Cost Control and Monthly Progress Payments
^/ƵƟůŝnjĞƐůŽŐƐƚŽƚƌĂĐŬĂůůWŽƚĞŶƟĂůŚĂŶŐĞKƌĚĞƌƐ
;WK͛ƐͿ͕ŽŶƚƌĂĐƚŚĂŶŐĞKƌĚĞƌƐ;K͛ƐͿ͕ĂŶĚůĂŝŵƐ͘
^/ǁŝůůƌĞǀŝĞǁƚŚĞƐĞůŽŐƐǁŝƚŚƚŚĞƉƌŽũĞĐƚƚĞĂŵĂƚ
ĞĂĐŚƉƌŽŐƌĞƐƐŵĞĞƟŶŐƚŽŚĞůƉĞŶƐƵƌĞƚŚĞƚĞĂŵŝƐ
ĂĐĐŽƵŶƚĂďůĞĂŶĚƌĞƐƉŽŶƐŝďůĞĨŽƌƚŚĞŝƌĂĐƟŽŶŝƚĞŵƐ͘
^/ǁŝůůǀĞƌŝĨLJĂůůǁŽƌŬĐŽŵƉůĞƚĞĚǁŝƚŚƚŚĞĐŽŶƚƌĂĐƚŽƌ ĞĂĐŚŵŽŶƚŚ͘
ĂĐŚďŝĚŝƚĞŵͬƐĐŚĞĚƵůĞŽĨǀĂůƵĞƐǁŝůůďĞ
ƚƌĂĐŬĞĚĞĂĐŚŵŽŶƚŚƵƐŝŶŐƋƵĂŶƟƚLJďŝĚŝƚĞŵĞƐƟŵĂƚĞ
ĨŽƌŵƐ͘^/ǁŝůůƉƌŽĐĞƐƐĂůůWƌŽŐƌĞƐƐWĂLJŵĞŶƚƐƟŵĞůLJ͘
ůůĐŽƐƚĂĐĐŽƵŶƟŶŐƌĞĐŽƌĚƐƐŚĂůůďĞŵĂŝŶƚĂŝŶĞĚŝŶ
ĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞŝƚLJŽĨ^ƚŽĐŬƚŽŶƉƌŽĐĞĚƵƌĞƐ͘
ůůĞdžƚƌĂǁŽƌŬƉĂŝĚĂƚĨŽƌĐĞĂĐĐŽƵŶƚǁŝůůďĞǀĞƌŝĮĞĚ
ĂŶĚĂƉƉƌŽǀĞĚĞĂĐŚĚĂLJ͘^/ǁŝůůƐŝŐŶĂŶĚǀĞƌŝĨLJƚŚĞ
ĐŽŶƚƌĂĐƚŽƌ͛ƐĚĂŝůLJĞdžƚƌĂǁŽƌŬƌĞƉŽƌƚƐĂŶĚŽŶůLJƉĂLJĨŽƌ ǁŚĂƚŚĂƐďĞĞŶĂƵƚŚŽƌŝnjĞĚ͘
RFI’s/Contract Change Order/Extra Work/Claims
^/ǁŝůůŵĂŶĂŐĞĂŶĚƌĞƐƉŽŶĚƚŽĂůůĐŽƌƌĞƐƉŽŶĚĞŶĐĞ͕
ŝŶĐůƵĚŝŶŐZĞƋƵĞƐƚĨŽƌ/ŶĨŽƌŵĂƟŽŶ;Z&/͛ƐͿƐƵďŵŝƩĞĚ
ďLJƚŚĞĐŽŶƚƌĂĐƚŽƌ͕ŝŶĂƟŵĞůLJŵĂŶŶĞƌ͕ƵƐƵĂůůLJǁŝƚŚŝŶ
ĮǀĞ;ϱͿĚĂLJƐ͘^/ǁŝůůǁŽƌŬĐůŽƐĞůLJǁŝƚŚƚŚĞĚĞƐŝŐŶĞƌ
ƚŽƉƌŽǀŝĚĞĂƟŵĞůLJƌĞƐƉŽŶƐĞ͘/ƚ͛ƐŝŵƉŽƌƚĂŶƚƚŚĂƚĂůů
ŝƐƐƵĞƐĂƌĞƌĞƐŽůǀĞĚĂƐƐŽŽŶĂƐƉƌĂĐƟĐĂů͘ůůƉĞƌƟŶĞŶƚ
ĐŽƌƌĞƐƉŽŶĚĞŶĐĞǁŝůůďĞĚŝƐĐƵƐƐĞĚǁŝƚŚƚŚĞŝƚLJŽĨ
^ƚŽĐŬƚŽŶ͛ƐWDĂŶĚ/ŶƐƉĞĐƚŽƌƉƌŝŽƌƚŽĂƌĞƐƉŽŶƐĞďĞŝŶŐ
sent to the contractor. SAI understands the importance
of keeping the City abreast of all issues pertaining
ƚŽĐŽƐƚ͕ĐůĂŝŵƐ͕ĚĞůĂLJƐ͕ĂŶĚĚĞƐŝŐŶĐŚĂŶŐĞƐ͘^/ǁŝůů
ŵĂŬĞƌĞĐŽŵŵĞŶĚĂƟŽŶƐƚŽƚŚĞŝƚLJƉƌŝŽƌƚŽƚĂŬŝŶŐĂŶLJ
ĂĐƟŽŶƚŽĞŶƐƵƌĞƚŚĂƚƚŚĞŝƚLJ͛ƐƉŽƐŝƟŽŶŝƐƉƌŽƉĞƌůLJ
ƌĞƉƌĞƐĞŶƚĞĚ͘^/ǁŝůůƚŚĞŶƉƌŽĐĞĞĚĂĐĐŽƌĚŝŶŐůLJǁŝƚŚ
ĐŽŵƉůĞƟŶŐƚŚĞƌĞƋƵŝƌĞĚĚŽĐƵŵĞŶƚĂƟŽŶ͘/ŶĂĚĚŝƟŽŶ͕
^/ǁŝůůŵĞĞƚǁŝƚŚƚŚĞĐŽŶƚƌĂĐƚŽƌĂŶĚƚŚĞŝƚLJŽĨ
Stockton as necessary to resolve any outstanding
ŝƐƐƵĞƐĂŶĚĐůĂŝŵƐ͘/ƚŝƐ^/͛ƐŝŶƚĞŶƚƚŽƌĞƐŽůǀĞĂůůŝƐƐƵĞƐ ĂƐƚŚĞLJĂƌŝƐĞ͘,ŽǁĞǀĞƌ͕ǁĞƵŶĚĞƌƐƚĂŶĚƚŚĂƚĞǀĞƌLJŝƐƐƵĞ ŝƐĚŝīĞƌĞŶƚĂŶĚŵĂLJŶŽƚďĞĂďůĞƚŽďĞƌĞƐŽůǀĞĚƵŶƟů
ƚŚĞƉƌŽũĞĐƚŚĂƐďĞĞŶĐŽŵƉůĞƚĞĚ͘ƉŽƚĞŶƟĂůĐŚĂŶŐĞ
ŽƌĚĞƌƐĂŶĚĐůĂŝŵƐ͕ŝĨĂŶLJ͕ǁŝůůďĞŝŶĐůƵĚĞĚǁŝƚŚ^/͛Ɛ ǁĞĞŬůLJƌĞƉŽƌƚƚŽƚŚĞŝƚLJ͘
¤ƍùŋĭƇƇÝńžÝōā"ńÝŸĭƼûÝƇĭŕōž
^/ǁŝůůƉƌĞƉĂƌĞĂŶĚĚŝƐƚƌŝďƵƚĞĂůŝƐƚŽĨƌĞƋƵŝƌĞĚ
ƐƵďŵŝƩĂůƐƉĞƌƚŚĞƉƌŽũĞĐƚƐƉĞĐŝĮĐĂƟŽŶƐĨŽƌƚŚĞ
ŝƚLJ͛ƐƌĞǀŝĞǁŶŽůĂƚĞƌƚŚĂŶϭϬĚĂLJƐĂŌĞƌĂǁĂƌĚŽĨƚŚĞ
ŽŶƚƌĂĐƚ͘dŚĞLJǁŝůůƚƌĂĐŬĂŶĚůŽŐĂůůƐƵďŵŝƩĂůƐĨƌŽŵƚŚĞ ĐŽŶƚƌĂĐƚŽƌ ͘ŶŝŶŝƟĂůƌĞǀŝĞǁǁŝůůďĞƉĞƌĨŽƌŵĞĚĂŶĚƚŚĞ ƐƵďŵŝƩĂůŵĂLJďĞĚŝƐƚƌŝďƵƚĞĚƚŽƚŚĞĂƉƉƌŽƉƌŝĂƚĞƉĂƌƚLJ
ĨŽƌƌĞǀŝĞǁ;ŝ͘Ğ͘ƚŚĞŝƚLJ͕ĞƐŝŐŶ
ŶŐŝŶĞĞƌͿ͘
DĂŶLJƟŵĞƐ͕^/ǁŝůůƌĞǀŝĞǁƐƵďŵŝƩĂůƐƚŚĂƚĂƌĞ
ĂƉƉƌŽƉƌŝĂƚĞƐƵĐŚĂƐ^tWWW ͕ĐŽŶƐƚƌƵĐƟŽŶƐĐŚĞĚƵůĞƐ͕
ŵĂƚĞƌŝĂůƐ;ůĂƐƐϮďĂƐĞ͕͕ĐŽŶĐƌĞƚĞͿ͕ĞƚĐ͘^/ǁŝůů
ƌĞǀŝĞǁƚŚĞƐƵďŵŝƩĂůůŽŐĂƚĞĂĐŚƉƌŽŐƌĞƐƐŵĞĞƟŶŐ
ĂŶĚǁŝůůďĞƉƌŽĂĐƟǀĞŝŶǀĞƌŝĨLJŝŶŐƚŚĞƐƵďŵŝƩĂůƐĂƌĞ
ƌĞǀŝĞǁĞĚĂŶĚƌĞƚƵƌŶĞĚƚŽƚŚĞŽŶƚƌĂĐƚŽƌǁŝƚŚŝŶƚŚĞ
ƐƉĞĐŝĮĞĚƟŵĞƌĞƋƵŝƌĞĚŝŶƚŚĞƐƉĞĐŝĮĐĂƟŽŶƐ͘
Field Inspection
dŚĞ^/dĞĂŵǁŝůůƉĞƌĨŽƌŵĚĂŝůLJƋƵĂůŝƚLJĂƐƐƵƌĂŶĐĞ
ŝŶƐƉĞĐƟŽŶƐƚŽĐŚĞĐŬƚŚĂƚƚŚĞĐŽŶƚƌĂĐƚŽƌŝƐƉĞƌĨŽƌŵŝŶŐ
ƚŚĞǁŽƌŬŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƉůĂŶƐĂŶĚƐƉĞĐŝĮĐĂƟŽŶƐ͘
dŚĞĮĞůĚŝŶƐƉĞĐƚŽƌǁŝůůďĞƉƌŽĂĐƟǀĞĂŶĚƟŵĞůLJǁŝƚŚ
ŝŶƐƉĞĐƟŽŶƐƚŽŵŝŶŝŵŝnjĞĚĞůĂLJƐƚŽƚŚĞƉƌŽũĞĐƚ͘
^/ǁŝůůƉƌĞƉĂƌĞĂŝůLJ/ŶƐƉĞĐƟŽŶZĞƉŽƌƚƐǁŚŝĐŚ
ŝŶĐůƵĚĞ͕ďƵƚĂƌĞŶŽƚůŝŵŝƚĞĚƚŽ͕ůĂďŽƌ͕ĞƋƵŝƉŵĞŶƚƵƐĞĚ ŽƌŝĚůĞ͕ĐŽŶƐƚƌƵĐƟŽŶĂĐƟǀŝƟĞƐƉĞƌĨŽƌŵĞĚ͕ǁĞĂƚŚĞƌ
ĐŽŶĚŝƟŽŶƐ͕ƉĞƌƟŶĞŶƚĚŝƐĐƵƐƐŝŽŶƐ͕ĂŶĚƵŶĨŽƌĞƐĞĞŶ
ĐŽŶĚŝƟŽŶƐŽƌŝƐƐƵĞƐ͘^/ƵŶĚĞƌƐƚĂŶĚƐƚŚĂƚƚŚĞĂŝůLJ
/ŶƐƉĞĐƟŽŶZĞƉŽƌƚŝƐŽŶĞŽĨƚŚĞŵŽƐƚǀĂůƵĂďůĞƚŽŽůƐ
ƚŽĚŽĐƵŵĞŶƚƚŚĞǁŽƌŬĂŶĚƚŽĚĞĨĞŶĚĂŐĂŝŶƐƚĐůĂŝŵƐ͘
/ƚŵƵƐƚďĞƉƌŽĨĞƐƐŝŽŶĂů͕ĂŶĚĨĂĐƚƵĂůůLJĐŽƌƌĞĐƚ͘dŚĞƐĞ
ŝŶƐƉĞĐƟŽŶƌĞƉŽƌƚƐǁŝůůďĞƉƌŽĚƵĐĞĚŝŶsWD͘
EXHIBIT A
EXHIBIT 2
City of Stockton
ŽŶƐƚƌƵĐƟŽŶDĂŶĂŐĞŵĞŶƚ^ĞƌǀŝĐĞƐĨŽƌƚŚĞDĐ<ŝŶůĞLJWĂƌŬZĞŶŽǀĂƟŽŶ;WƌŽũĞĐƚEŽ͘tZϮϭϬϭϳͿ
Detailed Work Plan
Information contained in Daily Reports you will
receive from Construction Manager, Greg Smith
• dŚĞƉƌŽũĞĐƚŶĂŵĞ͕ĐŽŶƚƌĂĐƚ͕ŽƌƉƌŽũĞĐƚ
number
• dŚĞƌĞƉŽƌƚŶƵŵďĞƌ͕ƚŚĞĚĂƚĞ͕ƚŚĞĚĂLJŽĨ
ƚŚĞǁĞĞŬ
• ƐƵŵŵĂƌLJŽĨƚŚĞǁŽƌŬƉĞƌĨŽƌŵĞĚ
• dŚĞǁĞĂƚŚĞƌ
• A list of visitors to the site
• dŚĞĐŽŶƚƌŽůůŝŶŐŝƚĞŵŽĨǁŽƌŬĂƐŝŶĐůƵĚĞĚŝŶ
ƚŚĞƐƵďŵŝƩĞĚĐŽŶƐƚƌƵĐƟŽŶƐĐŚĞĚƵůĞ͘
• dŚĞůĂďŽƌƵƟůŝnjĞĚŽŶƚŚĞǁŽƌŬŝŶĐůƵĚŝŶŐ
ƚŚĞŶĂŵĞŽĨƚŚĞƚƌĂĚĞ͛ƐƉĞƌƐŽŶ͕
ĐůĂƐƐŝĮĐĂƟŽŶ͕ƚŚĞŚŽƵƌƐǁŽƌŬĞĚŽŶĞĂĐŚ
ŝƚĞŵŽĨǁŽƌŬĂŶĚƚŚĞĐŽŶƚƌĂĐƚŽƌŽƌ
ƐƵďĐŽŶƚƌĂĐƚŽƌƚŚĞLJǁŽƌŬĞĚĨŽƌ ͘
• ĐŽŵƉůĞƚĞĚĞƐĐƌŝƉƟŽŶŽĨƚŚĞǁŽƌŬ
ƉĞƌĨŽƌŵĞĚďƌŽŬĞŶĚŽǁŶďLJƐƵďĐŽŶƚƌĂĐƚŽƌ ͘
•
ƋƵŝƉŵĞŶƚŽŶƐŝƚĞ͕ƚŚĞƵŶŝƋƵĞŶƵŵďĞƌ
ŝĚĞŶƟĨLJŝŶŐƚŚĂƚĞƋƵŝƉŵĞŶƚ͕ƚŚĞ
ŵĂŶƵĨĂĐƚƵƌĞĂŶĚŵŽĚĞůŽĨƚŚĞĞƋƵŝƉŵĞŶƚ͕
ƚŚĞǁŽƌŬƚŚĂƚƚŚĞĞƋƵŝƉŵĞŶƚǁĂƐƵƟůŝnjĞĚ
ĨŽƌŽƌĂƐƚĂƚĞŵĞŶƚƚŚĂƚƚŚĞĞƋƵŝƉŵĞŶƚǁĂƐ
idle.
• ŽĐƵŵĞŶƚĂƟŽŶŽĨĂŶLJǁŽƌŬƉĞƌĨŽƌŵĞĚŽŶ
ĂƟŵĞĂŶĚŵĂƚĞƌŝĂůďĂƐŝƐ͘
• WĞƌƟŶĞŶƚĐŽŶǀĞƌƐĂƟŽŶƐǁŝƚŚƚŚĞ
contractor.
• Materials used or delivered to the site.
• ŝĚŝƚĞŵƋƵĂŶƟƟĞƐĐŽŵƉůĞƚĞĚ͘
• ŶLJǁŽƌŬŝŶƐƚĂůůĞĚƚŚĂƚŝƐŶŽƚĂĐĐĞƉƚĂďůĞ
or in need of repair or replacement.
• ĂŵĂŐĞƚŽĞdžŝƐƟŶŐŝŵƉƌŽǀĞŵĞŶƚƐ͘
• ŽĐƵŵĞŶƚĂƟŽŶŽĨ^ƚŽƌŵtĂƚĞƌWƌŽƚĞĐƟŽŶ
ŝŶƉůĂĐĞ͕ƚƌĂĸĐĐŽŶƚƌŽů͕ĂŶĚƐĂĨĞƚLJ
• WŚŽƚŽĚŽĐƵŵĞŶƚĂƟŽŶƚŽƐƵƉƉŽƌƚƚŚĞ
above
Samples of the daily diaries generated for the
ZĂŶĐŚŽŽƌĚŽǀĂZĞĐƌĞĂƟŽŶĂŶĚWĂƌŬƐŝƐƚƌŝĐƚ
ƵƐŝŶŐŽƵƌĞůĞĐƚƌŽŶŝĐĚŽĐƵŵĞŶƚƐLJƐƚĞŵ͕sWD͕ĂƌĞ
located on pages 26.
SAI ADVANTAGE
iŕûÝń{ƸûĈ
^/͛ƐůŽĐĂůŽĸĐĞŝƐŝŶƚŚĞŝƚLJŽĨ^ƚŽĐŬƚŽŶĂŶĚŝƐůĞƐƐ ƚŚĂŶϭϬŵŝŶƵƚĞƐĨƌŽŵƚŚĞũŽďƐŝƚĞ͘dŚŝƐĂůůŽǁƐ^/ƚŽ
ƌĞƐƉŽŶĚƚŽŝƐƐƵĞƐƟŵĞůLJĂŶĚƌĞƐŽůǀĞĂŶĚŵŝŶŝŵŝnjĞ
ŝŵƉĂĐƚƐĂŶĚƉŽƚĞŶƟĂůĚĞůĂLJƐ͘
Flexibility
^/ŝƐĐƵƌƌĞŶƚůLJǁŽƌŬŝŶŐĨŽƌŝƚLJŽĨ^ƚŽĐŬƚŽŶŽŶ
ƐĞǀĞƌĂůƉƌŽũĞĐƚƐŝŶƚŚĞĂƌĞĂ͘dŚŝƐĂůůŽǁƐ'ƌĞŐĂŶĚEĞŝů DĂƚŚŝĞƐĞŶƚŽǁŽƌŬƚŽŐĞƚŚĞƌĂĐƌŽƐƐƐĞǀĞƌĂůƉƌŽũĞĐƚƐ͘
dŚŝƐǁŝůůĂůƐŽƉƌŽǀŝĚĞƐƵďƐƚĂŶƟĂůŇĞdžŝďŝůŝƚLJŽŶƉƌŽũĞĐƚ budget.
Relationships
^ŝŶĐĞϮϬϭϵ͕^/ŚĂƐďĞĞŶǁŽƌŬŝŶŐǁŝƚŚƚŚĞŝƚLJŽĨ
^ƚŽĐŬƚŽŶďĞŐŝŶŶŝŶŐǁŝƚŚDŝŶĞƌǀĞŶƵĞĂŶĚĐŽŶƟŶƵŝŶŐ
ǁŝƚŚŽƵƌKŶͲĂůůĨŽƌŽŶƐƚƌƵĐƟŽŶ/ŶƐƉĞĐƟŽŶ^ĞƌǀŝĐĞƐ͘
WƌŽũĞĐƚDĂŶĂŐĞƌ͕Žď>ŽZƵƐƐŽ͕W
͕ŝƐĞdžƚƌĞŵĞůLJ
ŬŶŽǁůĞĚŐĞĂďůĞǁŝƚŚƚŚĞŝƚLJ͛ƐĞŶŐŝŶĞĞƌŝŶŐĂŶĚ
ŝŶƐƉĞĐƟŽŶĞdžƉĞĐƚĂƟŽŶƐ͕ƉŽůŝĐŝĞƐ͕ĂŶĚƉƌŽĐĞĚƵƌĞƐ͘
Experience
^/͛ƐŬĞLJƐƚĂī͕ŽďĂŶĚ'ƌĞŐ͕ŚĂǀĞƉĞƌĨŽƌŵĞĚƚŚĞƐĞ
ĞdžĂĐƚƐĞƌǀŝĐĞƐĨŽƌǀĞƌLJƐŝŵŝůĂƌƉƌŽũĞĐƚƐ͘KƵƌŵŽƐƚ
relevant experience is the recently completed Cordova
WŽŽůZĞƉůĂĐĞŵĞŶƚĂŶĚ&ĂĐŝůŝƚLJ/ŵƉƌŽǀĞŵĞŶƚƐƉƌŽũĞĐƚ
ǁŚŝĐŚǁĂƐŵĂŶĂŐĞĚďLJ'ƌĞŐ^ŵŝƚŚĂŶĚƐƵƉƉŽƌƚĞĚďLJ
Žď>ŽZƵƐƐŽ͘
SAI encourage you to read about that experience in
more detail on page 28 and contact our references
ƚŽŚĞĂƌŚŽǁǁĞĐĂŶƉƌŽǀŝĚĞƚŚĞƐĂŵĞǀĂůƵĞƚŽLJŽƵƌ
DĐ<ŝŶůĞLJWĂƌŬZĞŶŽǀĂƟŽŶƉƌŽũĞĐƚ͘
EXHIBIT A
EXHIBIT 2
City of Stockton
ŽŶƐƚƌƵĐƟŽŶDĂŶĂŐĞŵĞŶƚ^ĞƌǀŝĐĞƐĨŽƌƚŚĞDĐ<ŝŶůĞLJWĂƌŬZĞŶŽǀĂƟŽŶ;WƌŽũĞĐƚEŽ͘tZϮϭϬϭϳͿ
Detailed Work Plan
INFORMATION MANAGEMENT SYSTEMS
Tracking Funding Sources
ŽŶƐƚƌƵĐƟŽŶĂĚŵŝŶŝƐƚƌĂƟŽŶĂŶĚĚŽĐƵŵĞŶƚĐŽŶƚƌŽů
ĂƌĞĞƐƐĞŶƟĂůƚ
ŽĂƐƵĐĐĞƐƐĨƵůƉƌŽũĞĐƚĂŶĚƚŽŵŝŶŝŵŝnjĞ
ĂĚĚŝƟŽŶĂůĐŽƐƚƐĂŶĚĐůĂŝŵƐ͕ĞƐƉĞĐŝĂůůLJǁŚĞŶƚŚĞƌĞ
ĂƌĞŵƵůƟƉůĞĨƵŶĚŝŶŐƐŽƵƌĐĞƐĨŽƌĂƉƌŽũĞĐƚ͘dŚĞsŝƌƚƵĂů WƌŽũĞĐƚDĂŶĂŐĞƌ;sWDͿŝƐĂĚŽĐƵŵĞŶƚĐŽŶƚƌŽůƐLJƐƚĞŵ
ƚŚĂƚƚƌĂĐŬƐƉƌŽũĞĐƚĐŽƌƌĞƐƉŽŶĚĞŶĐĞ͕Z&/͛Ɛ͕^ƵďŵŝƩĂůƐ͕
ŚĂŶŐĞKƌĚĞƌƐ͕WŽƚĞŶƟĂůŚĂŶŐĞKƌĚĞƌƐ͕WƌŽŐƌĞƐƐ
WĂLJŵĞŶƚƐ͕ĂŶĚWƵŶĐŚ>ŝƐƚͬWƌŽũĞĐƚůŽƐĞŽƵƚĂƐǁĞůůĂƐ
inspector daily reports.
ůůdĞĂŵDĞŵďĞƌƐ͕ŝŶĐůƵĚŝŶŐƚŚĞŝƚLJŽĨ^ƚŽĐŬƚŽŶ͕
ĐŽŶƚƌĂĐƚŽƌ͕ĂŶĚĚĞƐŝŐŶĞƌ͕ǁŝůůŚĂǀĞĂĐĐĞƐƐƚŽƚŚĞ
sWDϮϰͬϳ͕ĚĞƉĞŶĚŝŶŐŽŶĂĐĐĞƐƐĐƌŝƚĞƌŝĂ͕ĂŶĚĐĂŶŐĞƚ
ƵƉͲƚŽͲĚĂƚĞƉƌŽũĞĐƚŝŶĨŽƌŵĂƟŽŶ͘Žď>ŽZƵƐƐŽǁĂƐ
ƌĞƐƉŽŶƐŝďůĞĨŽƌĐƵƐƚŽŵŝnjŝŶŐƚŚĞsWDĨŽƌĂůŽĐĂůĂŐĞŶĐLJ ĐůŝĞŶƚƚŽĂĚŵŝŶŝƐƚĞƌĐŽŶƐƚƌƵĐƟŽŶƉƌŽũĞĐƚƐĂŶĚƌĞĚƵĐĞ
ƚŚĞŶƵŵďĞƌŽĨŚĂƌĚĐŽƉLJĮůĞƐĂŶĚƉĂƉĞƌ ͘^/ŚĂƐƵƐĞĚ
sWDŽŶŵŽƌĞƚŚĂŶϰϬĂƉŝƚĂů/ŵƉƌŽǀĞŵĞŶƚWƌŽũĞĐƚƐ
;/WͿĂŶĚƚŚĞĮůĞƐƚƌƵĐƚƵƌĞŚĂƐďĞĞŶƐƵĐĐĞƐƐĨƵůůLJ
ĂƵĚŝƚĞĚĂŶĚŝƐŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚĂůƚƌĂŶƐ>ŽĐĂů
Assistance Procedures Manual.
ŶŽƚŚĞƌĨĞĂƚƵƌĞĂŶĚďĞŶĞĮƚŽĨsWDŝƐƚŚĞĂďŝůŝƚLJƚŽ
ĞdžƉŽƌƚĂůůƚŚĞƉƌŽũĞĐƚĚŽĐƵŵĞŶƚƐŝŶƚŽĂƵŶŝǀĞƌƐĂůĮůĞ
ĨŽƌŵĂƚ;/^KͿ͘dŚŝƐƌĞĚƵĐĞƐƚŚĞŶƵŵďĞƌŽĨŚĂƌĚĐŽƉŝĞƐ
ƌĞƋƵŝƌĞĚĂƚƉƌŽũĞĐƚĐůŽƐĞŽƵƚ͘dŚĞ/^KĮůĞŝƐƵƐĞƌͲ
ĨƌŝĞŶĚůLJ͕ĞĂƐLJƚŽĂĐĐĞƐƐ;ŶŽƐĞƉĂƌĂƚĞƉƌŽŐƌĂŵŽƌůŽŐŝŶ ƌĞƋƵŝƌĞĚͿĂŶĚƉƌŽǀŝĚĞƐĂŶĞĸĐŝĞŶƚŵĞƚŚŽĚĨŽƌǀŝĞǁŝŶŐ
and archiving your documents.
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Monthly Budget Summaries
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EXHIBIT 2
City of Stockton
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Detailed Work Plan
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Assistance Procedures Manual compliance tool.
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SAMPLE DAILY DIARIES
Cordova Community Pool Replacement Project
DAILY LOG REPORT
Tuesday, Nov 03 2020
WORKING DAY TYPE Working Day WORKING DAYS REMAINING 163 LAST UPDATED Nov 03 2020 12:35 pm LAST UPDATED BY Greg Smith
WEATHER
78°H 48°L
Mostly Sunny
Rancho Cordova, CA 95670
SUMMARY OF WORK
Stoney Masonry continued to install CMU block for the retaining walls. T&B concrete continue to install pool deck drains. Alessandro Electric continued to install light pole bases. Dutch Contracting continueE to grade for subgrade around the Activity Pool area. - Greg Smith, Nov 03 2020, 12:32pm
NEXT BUSINESS DAY
VISITOR LOG
*OTQFDUPShT$PNNFOUT
SAFETY OBSERVATIONS/CONCERNS
One of Stoney Masonry's workers was not wearing a hard hat I advised Rob Smith and he asked the mason to wear a hard hat while on site. The worker complied with the request.
- Greg Smith, Nov 03 2020, 12:35pm
TRADES/SUBCONTRACTORS/AREAS WORKED
RESIDENT ENGINEER REVIEW
LABOR:
NAME CONTRACTOR CLASSIFICATION BID ITEM # HRS:MINS RATE/HR Buongiarno, KC Stoney Masonry Superintendent 0000000000 8:00 0.00 Mclarney, Dennis Stoney Masonry Superintendent 0000000000 8:00 0.00 Feraire, Manuel T&B Concrete Carpenter 0000000000 8:00 0.00 Bevavides, Efrain T&B Concrete Superintendent 0000000000 8:00 0.00 3PC4NJUIXBTOPUJGJFEUIBUDMPTFEIFBEFSCMPDLTBSFSFRVJSFEBUEPPSXBZT3PC4UBUFEUIFNBTPOTXJMMQSPWJEFDMPTFEIFBEFSCMPDLTBUPQFOJOHT
EXHIBIT A
EXHIBIT 2
City of Stockton
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Detailed Work Plan
Blackwell, Lewis Harrison Drywall Carpenter 0000000000 8:00 0.00 Meza, Isaiae Harrison Drywall Carpenter 0000000000 8:00 0.00 Gladin, Ron Marquee Fire Sprinklers Pipe Fitter 0000000000 8:00 0.00 Meadows, marty WWF Contractors/Plumbing Plumber 0000000000 8:00 0.00 Hangley, Glenn Crusader Fence Laborer 0000000000 8:00 0.00 Reyes, Coco Harrison Drywall Carpenter 0000000000 8:00 0.00 Lopez, Jesus Harrison Drywall Carpenter 0000000000 8:00 0.00 Gomez, Richard SW Allen Carpenter 0000000000 8:00 0.00
Dehart, Clay SW Allen Carpenter 0000000000 8:00 0.00
Spaller, Vic McCumbers Glass Glazier 0000000000 8:00 0.00 McCumber, Jeff McCumbers Glass Glazier 0000000000 8:00 0.00 Kennesy, Tim McCumbers Glass Glazier 0000000000 8:00 0.00 Hudson, Dan Hudson Doors Carpenter 0000000000 8:00 0.00 Leonardo, Jake Hudson Doors Carpenter 0000000000 8:00 0.00 martell, logan WWF Contractors/Plumbing Plumber 0000000000 8:00 0.00 Sullivan, Justin T&B Concrete Laborer 0000000000 8:00 0.00 Wolf, Shon T&B Concrete Laborer 0000000000 8:00 0.00
Hall, Mike Dutch Contracting Operator 0000000000 8:00 0.00 Solorio, Miguel Dutch Contracting Operator 0000000000 8:00 0.00 Sanchez, Ario Dutch Contracting Laborer 0000000000 8:00 0.00 ATTACHMENTS:
EXHIBIT A
EXHIBIT 2
Based on 240 working days. Assume NTP in April 2024
Work Days Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 20 240
20 Personnel Role DBE Firm Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Total Hrs Hrly Rate Total Cost Bob LoRusso, PE PM/Resident Engineer SAI 10 20 20 20 20 20 20 20 20 20 20 20 20 20 10 280 $235.00 $65,800 Greg Smith Construction Manager/Inspector SAI 60 168 168 168 168 168 168 168 168 168 168 168 168 168 60 2304 $180.00 $414,720 Chase Alexander Office Engineer/Inspector SAI 20 84 84 84 84 84 84 84 84 84 84 84 84 84 30 1142 $165.00 $188,430 Neil Matheison Inspector (As-needed) SAI $175.00 As Needed Geocon Materials Sampling/Testing/Special Inspection GEO Allowance $62,920 CASI Administration/Labor Compliance X CASI 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 150 $150.00 $22,500
0.6 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 0.7 1.5 $754,370 McKinley Park Renovation Engineer's Estimate: $8,000,000 Construction Management Costs as a % of Construction Estimate: 9.4% Stage / Phase & Description
Pre-Construction Activities
Construction Activities
Equivalent full-time persons per month = total hours / 168 hours Project Close-Out
Average staffing per month for the entire project.
Salaber Associates, Inc.
City of Stockton, McKinley Park Renovation
Construction Management Services Cost Proposal Estimate Notes
Notes:
1) Hourly rates are all inclusive. They include all vehicle and vehicle expenses, standard inspection and safety equipment, cel l phones, computers, printers, and other small incidentals. All personnel are paid, at a minimum, the Base Hourly Rate and Total Hourly Rate of the General Prevailing Wage Determination made by the Director of Industrial Relations Pursuant to California Labor Code for Commercial, Building, Highway, Heavy Construction and Dredging Projects. 2) Overtime Rates: Overtime is paid per State requirements, which generally requires payment of overtime (1.5 times regular hourly rate) to non-exempt employees for any hours in excess of eight (8) hours and less than twelve (12) hours per day and on Saturdays, and double time for any hours in excess of twelve (12) hours per day and work on Sunday or holidays. Exempt employees (generally licensed profes sionals) who work on the job site are generally paid straight time hourly rates for overtime. This results in the following bill able rates for overtime: licensed Resident Engineers and Structure Representatives are the same rate as straight time, all other personnel are billed at the st raight time billable hourly rate plus 25% (ie. Construction Inspector (Group 2) = $165 x 1.25 = $206) for OT that is 1.5x, and plus 50% ($165 x 1.5 = $248) for DT that is 2.0x. Second Shift rates add $15/hour on ST Rates for non -exempt employees, plus % for OT. Overtime costs have not been included in this cost estimate. 3) No sub-consultant markup for administration and management has been included in their hourly rates. 4) All costs for field office space, field office equipment, and technical field equipment for sole use on the project will b e billed and reimbursed at the actual lease/rental rates, with no mark-up.
EXHIBIT B
EXHIBIT 2
REV 2022‐05‐17
Insurance Requirements for Professional Services
Construction Management Services for McKinley Park Renovation Consultant shall procure and
maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non- owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.
3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.
(Not required if consultant provides written verification it has no employees)
4. Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant’
s profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate.
If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City of Stockton requires and shall be entitled to the broader coverage and/or the higher limits maintained by the contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City of Stockton.
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
EXHIBIT C
EXHIBIT 2
REV 2022‐05‐17
Additional Insured Status
The City of Stockton, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10 11 85 or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a later edition is used). Additional insured Name of Organization shall read “City of Stockton, its officers, officials, employees, and volunteers.” Policy shall cover City of Stockton, its officers, officials, employees, and volunteers for all locations work is done under this contract.
Primary Coverage
For any claims related to this contract, the Contractor’s insurance coverage shall be primary and non-contributory and at least as broad as ISO CG 20 01 04 13 as respects the City of Stockton, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City of Stockton, its officers, officials, employees, or volunteers shall be excess of the Contractor’s insurance and shall not contribute with it. This requirement shall also apply to any Excess or Umbrella liability policies. The City of Stockton does not accept endorsements limiting the Contractor’s insurance coverage to the sole negligence of the Named Insured.
Umbrella or Excess Policy
The Contractor may use Umbrella or Excess Policies to provide the liability limits as required in this agreement. This form of insurance will be acceptable provided that all of the Primary and Umbrella or Excess Policies shall provide all of the insurance coverages herein required, including, but not limited to, primary and non-contributory, additional insured, Self-Insured Retentions (SIRs), indemnity, and defense requirements. The Umbrella or Excess policies shall be provided on a true “following form” or broader coverage basis, with coverage at least as broad as provided on the underlying Commercial General Liability insurance. No insurance policies maintained by the Additional Insureds, whether primary or excess, and which also apply to a loss covered hereunder, shall be called upon to contribute to a loss until the Contractor’s primary and excess liability policies are exhausted.
Notice of Cancellation
Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City of Stockton.
Waiver of Subrogation
Contractor hereby grants to City of Stockton a waiver of any right to subrogation which any insurer of said Contractor may acquire against the City of Stockton by virtue of the payment of any loss under such insurance. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this
EXHIBIT C
EXHIBIT 2
REV 2022‐05‐17
provision applies regardless of whether or not the City of Stockton has received a waiver of subrogation endorsement from the insurer.
Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City of Stockton. The City of Stockton may require the Contractor to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City of Stockton. The CGL and any policies, including Excess liability policies, may not be subject to a self-insured retention (SIR) or deductible that exceeds $25,000 unless approved in writing by City of Stockton. Any and all deductibles and SIRs shall be the sole responsibility of Contractor or subcontractor who procured such insurance and shall not apply to the Indemnified Additional Insured Parties. City of Stockton may deduct from any amounts otherwise due Contractor to fund the SIR/deductible. Policies shall NOT contain any self-insured retention (SIR) provision that limits the satisfaction of the SIR to the Named. The policy must also provide that Defense costs, including the Allocated Loss Adjustment Expenses, will satisfy the SIR or deductible. City of Stockton reserves the right to obtain a copy of any policies and endorsements for verification.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City of Stockton.
Claims Made Policies
If any of the required policies provide claims-made coverage:
1. The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be provided for at
least five (5) years after completion of the contract of work.
3. If coverage is canceled or non-renewed, and not replaced with another claims- made policy form with a Retroactive Date prior to the contract effective date, the Contractor must purchase “extended reporting” coverage for a minimum of five (5) years after completion of work.
EXHIBIT C
EXHIBIT 2
REV 2022‐05‐17
Verification of Coverage
Contractor shall furnish the City of Stockton with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause and a copy of the Declarations and Endorsements Pages of the CGL and any Excess policies listing all policy endorsements. All certificates and endorsements and copies of the Declarations & Endorsements pages are to be received and approved by the City of Stockton before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s obligation to provide them. The City of Stockton reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. City of Stockton reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City of Stockton is an additional insured on insurance required from subcontractors.
Duration of Coverage
CGL & Excess liability policies for any construction related work, including, but not limited to, maintenance, service, or repair work, shall continue coverage for a minimum of 5 years for Completed Operations liability coverage. Such Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
Special Risks or Circumstances
City of Stockton reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
Certificate Holder Address
The address for mailing certificates, endorsements and notices shall be:
City of Stockton
Its Officers, Officials, Employees, and Volunteers
400 E Main Street, 3
rd Floor – HR
Stockton, CA 95202
EXHIBIT C
EXHIBIT 2
EXHIBIT D
EXHIBIT 2
EXHIBIT D
EXHIBIT 2
EXHIBIT D
EXHIBIT 2
EXHIBIT D
EXHIBIT 2
EXHIBIT D
EXHIBIT 2
EXHIBIT D
EXHIBIT 2
EXHIBIT D
EXHIBIT 2
EXHIBIT D
EXHIBIT 2
EXHIBIT D
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EXHIBIT D
EXHIBIT 2
EXHIBIT D
EXHIBIT 2
EXHIBIT D
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EXHIBIT D
EXHIBIT 2