HomeMy WebLinkAboutCM Commissioning Services; EnovityCITY OF Agenda Item No: 4.c Meeting Date: May 2, 2016 SAN RAFAEL CITY COUNCIL AGENDA REPORT Department: CITY MANAGER'S OFFICE Prepared by: Cristine Alilovich, City Manager Approval: Assistant City Manager TOPIC: COMMISSIONING SERVICES FOR THE ESSENTIAL FACILITIES PHASE 1 PROJECT SITES SUBJECT: RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT WITH ENOVITY, INC. FOR COMMISSIONING SERVICES IN AN AMOUNT NOT TO EXCEED $163,500 RECOMMENDATION: Adopt the attached Resolution authorizing the City Manager to execute a Professional Services Agreement with Enovity, Inc. for commissioning services in an amount not exceed $163,500. BACKGROUND: On July 20, 2015, the City Council unanimously approved an Essential Facilities Strategic Plan with a total of seven projects recommended for either replacement or renovation, including a new public safety center across the street from City Hall. The Strategic Plan was recommended to the City Council by the Facilities Subcommittee and its "Essential Facilities Working Group" which is made up of stakeholders, members of local Boards and Commissions, and other interested community members. This effort, led by Mary McGrath Architects, included facility and needs assessments, budget development, communication strategies and development scenarios. The Plan estimates completion of all projects by 2019 and the order of magnitude total budget range is $63 to $72 million. The Essential Facilities Strategic Plan identifies a variety of services required to ensure safe building practices, including commissioning services. Phase 1 of the Essential Facilities Strategic Plan includes the completion of three projects, namely construction of a new Public Safety Center, new Fire Station 52 and Training Tower, and new Fire Station 57. The largest and most complex of these projects is the new Public Safety Center. Information about the Essential Facilities Strategic Plan and the years of preceding work is available at www.citvofsanrafael.ora/facilities. FOR CITY CLERK ONLY File No.: 4-3-618 Council Meeting: 05/02/2016 Disposition: Resolution 14108 SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2 ANALYSIS: The City conducted a Request for Information (RFI) process in March and selected Enovity, Inc. because they are exceptionally qualified and offered the best pricing for the work. Enovity, Inc. has demonstrated a strong background and experience in similar work; a deep understanding of the scope of work, applicable methodology and strategy; and a capacity to deliver a high quality product. The proposed scope of work includes commissioning services that monitor and ensure all three projects (Public Safety Center and Fire Stations 52 and 57) are built and operating per the design and construction specifications as intended. Throughout the design, construction, acceptance, and warranty phases Enovity will monitor and report back their findings on an ongoing basis. These services will verify the installation and functional performance of the systems to be commissioned, including Leadership in Energy and Environmental Design (LEED) certification. LEED is a green building certification program which includes a set of rating systems for the design, construction, operation, and maintenance of green buildings, homes, and neighborhoods that aims to help building owners and operators be environmentally responsible and use resources efficiently. The scope of work is estimated to commence on June 1, 2016 and be completed by September 30, 2020. COMMUNITY OUTREACH: During the development of the Essential Facilities Strategic Plan, a Communications Plan was developed that identifies strategies to enhance engagement and transparency throughout the Essential Facilities project including design and construction. A webpage has been created at www.citvofsanrafael.orq/facilities with information about the various projects, including the approved Strategic Plan. To -date, staff has conducted project updates to a variety of community and stakeholder groups including the Federation of San Rafael Neighborhoods, North San Rafael Coalition of Residents, Business Issues Committee, San Rafael Chamber of Commerce Economic Vitality Committee, and multiple updates with the San Rafael Fire Commission. The City has conducted community outreach with neighbors and other stakeholders to review operational and design issues, including community workshops as well as public meetings with the Design Review Board, Planning Commission and the City Council. The Downtown Public Safety Center received its formal application review from the Design Review Board on April 19, and will proceed to the Planning Commission. Fire station 52, across from Montecito Plaza, was approved by the Planning Commission on April 12. Fire Station 57, across from the Civic Center, tentatively returns to the Design Review Board on May 17. FISCAL IMPACT: The proposed Professional Services Agreement includes payment for services in the amount of $163,500. These funds will be appropriated from the portion of Measure E General Fund revenues allocated to public safety facilities construction and improvements. Sufficient funds are already available to cover the pre -construction work for this project. OPTIONS: The City Council has the following options to consider on this matter: 1. Adopt the attached Resolution authorizing the City Manager to execute a Professional Services Agreement with Enovity, Inc. for commissioning services in an amount not to exceed $163,500. SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3 2. Adopt resolution with modifications. 3. Direct staff to return with more information. 4. Take no action. RECOMMENDED ACTION: Adopt the attached Resolution authorizing the City Manager to execute a Professional Services Agreement with Enovity, Inc. for commissioning services in an amount not to exceed $163,500 subject to final approval by City Attorney. ATTACHMENTS: A. Resolution B. Professional Services Agreement RESOLUTION NO. 14108 A RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT WITH ENOVITY, INC. FOR COMMISSIONING SERVICES IN AN AMOUNT NOT TO EXCEED $163,500 WHEREAS, on July 20, 2015, the City Council unanimously approved the Essential Facilities Strategic Plan; and WHEREAS, phase 1 of the Essential Facilities Strategic Plan includes the completion of three projects, namely construction of a new Public Safety Center, new Fire Station 52 and Training Tower, and new Fire Station 57; and WHEREAS, the Essential Facilities Strategic Plan identifies a variety of services required to ensure safe building practices, including commissioning services; and WHEREAS, Enovity, Inc. has demonstrated a strong background and experience in similar work; a deep understanding of the scope of work, applicable methodology and strategy; and a capacity to deliver a high quality product. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of San Rafael does hereby authorize the City Manager to execute, on behalf of the City of San Rafael, a Professional Services Agreement with Enovity, Inc., for commissioning services in an amount not to exceed $163,500. NOW, THEREFORE, BE IT FURTHER RESOLVED that the City Council of the City of San Rafael does hereby authorize the appropriation of $163,500 from General Fund Measure E revenues to fund this Agreement for the corresponding fiscal years of the agreement. I, ESTHER BEIRNE, Clerk of the City of San Rafael, hereby certify that the foregoing Resolution was duly and regularly introduced and adopted at a regular meeting of the City Council of said City held on Monday, the 2nd day of May, 2016 by the following vote, to wit: AYES: COUNCILMEMBERS: Bushey, Gamblin, McCullough & Vice -Mayor Colin NOES: COUNCILMEMBERS: None ABSENT: COUNCILMEMBERS: Mayor Phillips � s l" -q ESTHER C. BEIRNE, City Clerk AGREEMENT FOR PROFESSIONAL SERVICES FOR COMMISSIONING SERVICES FOR ESSENTIAL FACILITIES PHASE I PROJECTS This Agreement is made and entered into this .51.3- 12016 , by and between the CITY OF SAN RAFAEL (hereinafter "CITY"), and ENOVITY, INC. (hereinafter "CONTRACTOR"). RECITALS WHEREAS, CITY is planning to implement the essential facilities strategic plan; and WHEREAS, this project requires commissioning services; and WHEREAS, CONTRACTOR has the expertise to perform such services. AGREEMENT NOW, THEREFORE, the parties hereby agree as follows: 1. PROJECT COORDINATION. A. CITY'S Project Manager. The CITY's Assistant City Manager is hereby designated the PROJECT MANAGER for the CITY, and said PROJECT MANAGER shall supervise all aspects of the progress and execution of this Agreement. B. CONTRACTOR'S Project Director. CONTRACTOR shall assign a single PROJECT DIRECTOR to have overall responsibility for the progress and execution of this Agreement for CONTRACTOR. Vivek Mittal, PMP, LEED AP, is hereby designated as the PROJECT DIRECTOR for CONTRACTOR. Should circumstances or conditions subsequent to the execution of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the CONTRACTOR shall notify the CITY within ten (10) business days of the substitution. 2. DUTIES OF CONTRACTOR. CONTRACTOR shall perform the duties and/or provide services as described in Proposal dated March 16, 2016, attached hereto as Exhibit A and incorporated herein. 3. DUTIES OF CITY. CITY shall pay the compensation as provided in Paragraph 4, and shall assist CONTRACTOR by providing planning documents for the proposed project and facilitating access to the construction site as needed. 0hkill IAL 4. COMPENSATION. For the full performance of the services described herein by CONTRACTOR, CITY shall pay CONTRACTOR according to the Cost Schedule included in Exhibit A. The total compensation amount under this agreement, including reimbursable expenses and contingencies shall not exceed $163,500. Payment will be made upon receipt by PROJECT MANAGER of invoices submitted by CONTRACTOR, monthly, or following completion of CONTRACTOR's work and submission of a particular task/deliverable described in Exhibit A. 5. TERM OF AGREEMENT. The term of this Agreement shall be for 4 years, 4 months commencing on June 1, 2016 and ending on September 30, 2020. Upon mutual agreement of the parties, and subject to the approval of the City Manager the term of this Agreement may be extended for an additional period but not longer than one additional year. 6. TERMINATION. A. Discretionary. Either party may terminate this Agreement without cause upon thirty (30) days written notice mailed or personally delivered to the other party. B. Cause. Either party may terminate this Agreement for cause upon fifteen (15) days written notice mailed or personally delivered to the other party, and the notified party's failure to cure or correct the cause of the termination, to the reasonable satisfaction of the party giving such notice, within such fifteen (15) day time period. C. Effect of Termination. Upon receipt of notice of termination, neither party shall incur additional obligations under any provision of this Agreement without the prior written consent of the other. D. Return of Documents. Upon tennination, any and all CITY documents or materials provided to CONTRACTOR and any and all of CONTRACTOR's documents and materials prepared for or relating to the performance of its duties under this Agreement, shall be delivered to CITY as soon as possible, but not later than thirty (30) days after termination. OWNERSHIP OF DOCUMENTS. The written documents and materials prepared by the CONTRACTOR in connection with the performance of its duties tinder this Agreement shall be the sole property of CITY. CITY may use said property for any purpose, including projects not contemplated by this Agreement. 8. INSPECTION AND AUDIT. Upon reasonable notice, CONTRACTOR shall make available to CITY, or its agent, for inspection and audit, all documents and materials maintained by CONTRACTOR in connection with its performance of its duties under this Agreement. CONTRACTOR shall fully cooperate with CITY or its agent in any such audit or inspection. 9. ASSIGNABILITY. The parties agree that they shall not assign or transfer any interest in this Agreement nor the performance of any of their respective obligations hereunder, without the prior written consent of the other party, and any attempt to so assign this Agreement or any rights, duties or obligations arising hereunder shall be void and of no effect. 10. INSURANCE. A. Scope of Coverage. During the term of this Agreement, CONTRACTOR shall maintain, at no expense to CITY, the following insurance policies: 1. A commercial general liability insurance policy in the minimum amount of one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, for death, bodily injury, personal injury, or property damage. 2. An automobile liability (owned, non -owned, and hired vehicles) insurance policy in the minimum amount of one million dollars ($1,000,000) dollars per occurrence. 3. If any licensed professional performs any of the services required to be performed under this Agreement, a professional liability insurance policy in the minimum amount of two million dollars ($2,000,000) per occurrence/two million dollars ($2,000,000) aggregate, to cover any claims arising out of the CONTRACTOR's performance of services under this Agreement. Where CONTRACTOR is a professional not required to have a professional license, CITY reserves the right to require CONTRACTOR to provide professional liability insurance pursuant to this section. 4. If it employs any person, CONTRACTOR shall maintain worker's compensation and employer's liability insurance, as required by the State Labor Code and other applicable laws and regulations, and as necessary to protect both CONTRACTOR and CITY against all liability for injuries to CONTRACTOR's officers and employees. CONTRACTOR'S worker's compensation insurance shall be specifically endorsed to waive any right of subrogation against CITY. B. Other Insurance Requirements. The insurance coverage required of the CONTRACTOR in subparagraph A of this section above shall also meet the following requirements: 1. Except for professional liability insurance, the insurance policies shall be specifically endorsed to include the CITY, its officers, agents, employees, and volunteers, as additionally named insureds under the policies. 2. The additional insured coverage under CONTRACTOR'S insurance policies shall be primary with respect to any insurance or coverage maintained by CITY and shall not call upon CITY's insurance or self-insurance coverage for any contribution. The "primary and noncontributory" coverage in CONTRACTOR'S policies shall be at least as broad as ISO form CG20 0104 13. 3. Except for professional liability insurance, the insurance policies shall include, in their text or by endorsement, coverage for contractual liability and personal injury. 4. The insurance policies shall be specifically endorsed to provide that the insurance carrier shall not cancel, terminate or otherwise modify the terms and conditions of said insurance policies except upon ten (10) days written notice to the PROJECT MANAGER. 5. If the insurance is written on a Claims Made Form, then, following termination of this Agreement, said insurance coverage shall survive for a period of not less than five years. 6. The insurance policies shall provide for a retroactive date of placement coinciding with the effective date of this Agreement. 7. The limits of insurance required in this Agreement may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and noncontributory basis for the benefit of CITY (if agreed to in a written contract or agreement) before CITY'S own insurance or self-insurance shall be called upon to protect it as a named insured. 8. It shall be a requirement under this Agreement that any available insurance proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or limits shall be available to CITY or any other additional insured party. Furthermore, the requirements for coverage and limits shall be: (1) the minimum coverage and limits specified in this Agreement; or (2) the broader coverage and maximum. limits of coverage of any insurance policy or proceeds available to the named insured; whichever is greater. C. Deductibles and SIR's. Any deductibles or self-insured retentions in CONTRACTOR's insurance policies must be declared to and approved by the PROJECT MANAGER and City Attorney, and shall not reduce the limits of liability. Policies containing any self-insured retention (SIR) provision shall provide or be endorsed to provide that the SIR may be satisfied by either the named insured or CITY or other additional insured party. At CITY's option, the deductibles or self-insured retentions with respect to CITY shall be reduced or eliminated to CITY's satisfaction, or CONTRACTOR shall procure a bond guaranteeing payment of losses and related investigations, claims administration, attorney's fees and defense expenses. D. Proof of Insurance. CONTRACTOR shall provide to the PROJECT MANAGER or CITY'S City Attorney all of the following: (1) Certificates of Insurance evidencing the insurance coverage required in this Agreement; (2) a copy of the policy declaration page and/or endorsement 4 page listing all policy endorsements for the commercial general liability policy, and (3) excerpts of policy language or specific endorsements evidencing the other insurance requirements set forth in this Agreement. CITY reserves the right to obtain a full certified copy of any insurance policy and endorsements from CONTRACTOR. Failure to exercise this right shall not constitute a waiver of the right to exercise it later. The insurance shall be approved as to form and sufficiency by PROJECT MANAGER and the City Attorney. 11. INDEMNIFICATION. A. Except as otherwise provided in Paragraph B., CONTRACTOR shall, to the fullest extent permitted by law, indemnify, release, defend with counsel approved by CITY, and hold harmless CITY, its officers, agents, employees and volunteers (collectively, the "City Indemnitees"), from and against any claim, demand, suit, judgment, loss, liability or expense of any kind, including but not limited to attorney's fees, expert fees and all other costs and fees of litigation, (collectively "CLAIMS"), arising out of CONTRACTOR'S performance of its obligations or conduct of its operations under this Agreement. The CONTRACTOR's obligations apply regardless of whether or not a liability is caused or contributed to by the active or passive negligence of the City Indemnitees. However, to the extent that liability is caused by the active negligence or willful misconduct of the City Indemnitees, the CONTRACTOR's indemnification obligation shall be reduced in proportion to the City Indemnitees' share of liability for the active negligence or willful misconduct. In addition, the acceptance or approval of the CONTRACTOR's work or work product by the CITY or any of its directors, officers or employees shall not relieve or reduce the CONTRACTOR's indemnification obligations. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from CONTRACTOR'S performance of or operations under this Agreement, CONTRACTOR shall provide a defense to the City Indemnitees or at CITY'S option reimburse the City Indemnitees their costs of defense, including reasonable attorneys' fees, incurred in defense of such claims. B. Where the services to be provided by CONTRACTOR under this Agreement are design professional services to be performed by a design professional as that term is defined under Civil Code Section 2782.8, CONTRACTOR shall, to the fullest extent permitted by law, indemnify, release, defend and hold harmless the City Indemnitees from and against any CLAIMS that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of CONTRACTOR in the performance of its duties and obligations under this Agreement or its failure to comply with any of its obligations contained in this Agreement, except such CLAIM which is caused by the sole negligence or willful misconduct of CITY. C. The defense and indemnification obligations of this Agreement are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Agreement, and shall survive the termination or completion of this Agreement for the frill period of time allowed by law. 12. NONDISCRIMINATION. CONTRACTOR shall not discriminate, in any way, against any person on the basis of age, sex, race, color, religion, ancestry, national origin or disability in connection with or related to the performance of its duties and obligations under this Agreement. 13. COMPLIANCE WITH ALL LAWS. CONTRACTOR shall observe and comply with all applicable federal, state and local laws, ordinances, codes and regulations, in the performance of its duties and obligations under this Agreement. CONTRACTOR shall perform all services under this Agreement in accordance with these laws, ordinances, codes and regulations. CONTRACTOR shall release, defend, indemnify and hold harmless CITY, its officers, agents and employees from any and all damages, liabilities, penalties, fines and all other consequences from any noncompliance or violation of any laws, ordinances, codes or regulations. 14. NO THIRD PARTY QENIEPICIARIES. CITY and CONTRACTOR do not intend, by any provision of this Agreement, to create in any third party, any benefit or right owed by one party, under the terms and conditions of this Agreement, to the other party. 15. NOTICES. All notices and other communications required or permitted to be given under this Agreement, including any notice of change of address, shall be in writing and given by personal delivery, or deposited with the United States Postal Service, postage prepaid, addressed to the parties intended to be notified. Notice shall be deemed given as of the date of personal delivery, or if mailed, upon the date of deposit with the United States Postal Service. Notice shall be given as follows: TO CITY's Project Manager: TO CONTRACTOR's Project Director: 16. INDEPENDENT CONTRACTOR. Cristine Alilovich, Assistant City Manager City of San Rafael 1400 Fifth Avenue P.O. Box 151560 San Rafael, CA 94915-1560 Vivek Mittal, PMP, LEED AP Enovity, Inc. 2890 Kilgore Road, Suite 185 Rancho Cordova, CA 95670 For the purposes, and for the duration, of this Agreement, CONTRACTOR, its officers, agents and employees shall act in the capacity of an Independent Contractor, and not as employees of the CITY. CONTRACTOR and CITY expressly intend and agree that the status of CONTRACTOR, its officers, agents and employees be that of an Independent Contractor and not that of an employee of CITY. 17. ENTIRE AGREEMENT -- AMENDMENTS. A. The terms and conditions of this Agreement, all exhibits attached, and all documents expressly incorporated by reference, represent the entire Agreement of the parties with respect to the subject matter of this Agreement. B. This written Agreement shall supersede any and all prior agreements, oral or written, regarding the subject matter between the CONTRACTOR and the CITY. C. No other agreement, promise or statement, written or oral, relating to the subject matter of this Agreement, shall be valid or binding, except by way of a written amendment to this Agreement. D. The terms and conditions of this Agreement shall not be altered or modified except by a written amendment to this Agreement signed by the CONTRACTOR and the CITY. E. If any conflicts arise between the terms and conditions of this Agreement, and the tenns and conditions of the attached exhibits or the documents expressly incorporated by reference, the terms and conditions of this Agreement shall control. 18. SET-OFF AGAINST DEBTS. CONTRACTOR agrees that CITY may deduct from any payment due to CONTRACTOR under this Agreement, any monies which CONTRACTOR owes CITY under any ordinance, agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or other amounts. 19. WAIVERS. The waiver by either party of any breach or violation of any term, covenant or condition of this Agreement, or of any ordinance, law or regulation, shall not be deemed to be a waiver of any other term, covenant, condition, ordinance, law or regulation, or of any subsequent breach or violation of the same or other term, covenant, condition, ordinance, law or regulation. The subsequent acceptance by either party of any fee, performance, or other consideration which may become due or owing under this Agreement, shall not be deemed to be a waiver of any preceding breach or violation by the other party of any term, condition, covenant of this Agreement or any applicable law, ordinance or regulation. 20. COSTS AND ATTORNEY'S FEES. The prevailing party in any action brought to enforce the terms and conditions of this Agreement, or arising out of the performance of this Agreement, may recover its reasonable costs (including claims administration) and attorney's fees expended in connection with such action. 21. CITY BUSINESS LICENSE / OTHER TAXES. CONTRACTOR shall obtain and maintain during the duration of this Agreement, a CITY business license as required by the San Rafael Municipal Code CONTRACTOR shall pay any and all state and federal taxes and any other applicable taxes. CITY shall not be required to pay for any work performed under this Agreement, until CONTRACTOR has provided CITY with a completed Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and Certification). 22. APPLICABLE LAW. The laws of the State of California shall govern this Agreement. IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month and year first above written. CITY OF SAN RAFAEL J S UTZ, City nager ATTEST: /Sg7q� C - F—'e-C , ESTHER C. BEIRNE, City Clerk APPROVED AS TO FORM: 0 . I Q 2;�-- ROBERT F. EPSTEIN, kity A41hmey CONTRACTOR B ' 2016 Name: ��Rl W• l,lJlV�����il��l Title:�P��iJC�Pf�L Proposal -and Statement of Qualifications COMMISSIONING SERVICES Essential Public Safety Facilities Prepared For: City of San Rafael Attn: Rebecca Woodbury Senior Management Analyst 1400 Fifth Avenue, Room 203 San Rafael, CA 94901 Prepared By: L einovlty Sacramento Office 2890 Kilgore Road, Suite 185 Rancho Cordova, CA 95670 San Francisco • Sacramento • Irvine • Seattle www.enovitv.com March 16, 2016 This page intentionally left blank for double -sided printing. March 16, 2016 -� i enovity cl March 16, 2016 Rebecca Woodbury Senior Management Analyst City of San Rafael 1400 Fifth Avenue, Room 203 San Rafael, CA 94901 Re: RFI for Commissioning Services for Essential Public Safety Facilities Dear Ms. Woodbury: With Enovity as your Commissioning Authority, the City of San Rafael will secure a leader in the commissioning field for Phase 1 of your Essential Public Safety Facilities Strategic Plan. Enovity has recently completed or is currently commissioning over 260 new construction and major renovation projects throughout the Western United States, including the County of Marin Emergency Operations Facility, three new fire stations for the City cf San Francisco, and a new fire house that will serve the San Francisco International Airport. In total, these projects represent nearly 25 million square feet and $11 billion in construction; therefore, we are well-positioned to ensure that the City's project requirements will be met. Commissioning is core to our business and we have the expertise and resources necessary to commit our team to your project. We understand the level of effort needed to commission the new San Rafael Public Safety Center, Fire Station 52, and Fire Station 57. We will ensure that the project's commissioning plan aligns with the City's short- and long-term goals. With our commissioning professionals in San Francisco and Sacramento, we will be able to execute work efficiently and cost-effectively. From design review to the final commissioning report and into warranty phase commissioning, Enovity will work diligently to communicate, collaborate, and integrate with the City to successfully execute the scope of work. I am available to answer any questions you may have about this submittal, and have provided my full contact information below. I am authorized to commit Enovity to the terms of this proposal and acknowledge receipt of Addendum No. 1. I look forward to an opportunity to discuss your project goals in person. Respectfully, Vivek Mittal, PMP, LEED AP Greg Cunningham, AIA, LEER AP BD+C Director Principal (888) 900-9978 ext. 2801 vmittal@enovitv.com Enovity, Inc. • 2890 Kilgore Road, Suite 185, Rancho Cordova, CA 95670 • www.enovitv.com This page intentionally left blank for double -sided printing. z-.7 March 16, 2016 r: TABLE OF CONTENTS 31 1'i IFICATI°ONS AND EXPERIENCE.....................................'1 ■ About Enovity..........................................................................................................................................1 ■ Commissioning Philosophy and Capabilities...........................................................................................1 ■ Our Services...............................................................................................',...........................................2 ■ Summary of Commissioning Project Experience....................................................................................3 ■ Experience on Similar Critical Facilities..................................................................................................3 ■ Key Personnel Introductions...................................................................................................................6 ■ Project Team Organization Chart............................................................................................................7 2 PROPOSED APPA�OACH.....................................................................9 ■ Understanding of the Project...................................................................................................................9 ■ General Commissioning Approach..........................................................................................................9 ■ Summary Scope of Work .....................................................................10 ■ Detailed Scope of Work ................................... .....................................................................................11 ■ Physical Space and Equipment Needs.................................................................................................17 ■ Workload Management and Staffing.....................................................................................................17 ■ Commissioning Effects on Schedule & Budget.....................................................................................18 ■ Coordination with Construction Managers, Contractors, Subcontractors, and Trades ..........................18 ■ CALGreen Commissioning Requirements............................................................................................18 ■ Metrics and Deliverables.......................................................................................................................19 ■ Other Pertinent Services.......................................................................................................................19 3. CURRENT VIOLATIONS OR CLAIMS ............................................... 21 4. COST- ....... ........ ............. ............ -- ............... ........ ..................... 23 5. REFERENCES.................................................................................... 25 Appendix A: Detailed R2sum6s Appendix 3: Commissioning Scope Nlajrix March 16, 2016 This page intentionally left blank for double -sided printing. March 16, 2016 Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael l . FIRM QUALIFICATIONS AND EXPERIENCE Business Information ABOUT SNOVITY Year Formed 2002 Building Prosperity Full -Time Staff 164 We are engineers who operate, maintain, and optimize facilities, assuring Website www enovity com higher performing places. We believe that buildings can—and should—work Office San Francisco (HQ), better, and that by delivering inspired, practical solutions, we can create Locations Sacramento, Irvine, sustainable environments where both people and organizations prosper. We Seattle achieve this vision through integrated capabilities in energy efficiency, Corporate Memberships commissioning, and facilities engineering. • AABC Commissioning Group Enovity was founded by an architect and an engineer who share a passion for • Association of Energy Engineers making high-performance, energy-efficient buildings a reality. The firm's • Building Commissioning Association commitment to excellence is reflected in our mission statement: To provide • California Energy Efficiency Industry industry leadership in the dynamic fields of energy and sustainability services Council while maintaining the highest levels of integrity and innovation. Enovity means ■ U.S. Green Building Council ■ ENERGY STAR® Service Provider energy, innovation, integrity. Partner ORIX Corporation (ORIX) is a strategic financial investor in Enovity. ORIX is Company Contact listed on the New York (NYSE: IX) and Tokyo Stock Exchanges and employs Vivek Mittal, PMP, LEED AP 19,000 people in more than 27 countries worldwide. Learn more about ORIX Director atmvvw.orix-eco.ir)/en/index.htm. (888) 900-9978 ext. 2801 vmittal(i),enovity com COMMISSIONING PHILOSOPHY AND CAPABILITIES Using our founding principles of energy, innovation, and integrity, Enovity has become a leader in new construction commissioning by filling in the gaps inherent in today's risk -averse design and construction industry. Construction projects are risky ventures, and owners, designers, and builders alike have sought to transfer as much of this risk as possible to other parties, often losing sight of the overall project objectives. As a result, more and more buildings fail to meet the owner's required levels of performance, efficiency, and long-term cost of ownership. Enovity therefore provides commissioning as a critical layer of professional risk management, undertaken through a process that considers the building owner's interests for project success first and foremost. Simply put, our goal is to help the project team deliver a building that meets the owner's needs. Our team offers distinct advantages over other commissioning providers: • Depth and Breadth of Technical Knowledge: Our integrated team approach leverages in-house experts in mechanical, electrical, controls, fire/life safety, security/access controls, IT/AV, and other special building systems to bring a complete and comprehensive commissioning solution to every project. • Building Automation Expertise: Enovity controls engineers and technicians provide focused input to the design team on optimum sequences of operation and can verify implementation by reviewing programmed sequences. • Focus on Operability and Maintainability: Our commissioning approach is influenced by lessons and best practices learned from a March 16, 2016 j Page 1 Proposal and Statement of Qualifications " Commissioning Services for Essential Public Safety Facilities City of San Rafael decade of providing ongoing operation and maintenance (O&M) services in high-performance facilities. • Project Management and Professional Approach: Enovity's commissioning project managers are highly experienced in design, construction, and operations and are experts in commissioning process management. Project managers can draw from a robust team of dedicated commissioning professionals within the Enovity commissioning group. Firm and Staff Credentials: Enovity is a certified member of the AABC Commissioning Group and a long-time member of the Building Commissioning Association. Several members of our team hold commissioning certifications from ASHRAE, the Association of Energy Engineers, and the AABC Commissioning Group. Principal Greg Cunningham has been a member of the Advisory Council to the California Commissioning Collaborative since 2006. OUR Sc:Pvlr.i Energy • Strategic Planning • LEED • Design & Specification • Energy Audits • CHPS • System Integration • Technology Assessments • Whole -Building • Troubleshooting • Design & Specification • Remote Management • Monitoring & Verification - •Tumkey Implementation • Design/Build • Performance Contracting • Program Design • Program Implementation • Retrocommissionmg f - u - • Monitoring -Based Commissioning • Stationary Engineering -Analytics-Enabled Complete Facility Maintenance Commissioning J L • Preventive & Predictive Programs • Program Management • Repairs & Modifications • Job Order Contracting Staff Size by Discipline The staff who support these integrated capabilities are broken out as follows: Commissioning 21 Energy Efficiency 17 Facilities Engineering 106 Corporate/Administrative I 20 Total 164 March 16, 2016 ea Page 2 JQA Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities qu City of San Rafael I d 1. 11.II.I JI q .dI.A As. I,, i I I V.,. I III -ki I.P 1 611 . III. .I., Ii III, I ..,y. SUMMARY OF COMMISSIONING PROJECT EXPERIENCE The following table summarizes Enovity's LEED®, CHPS (Collaborative for High -Performance Schools), and other commissioning project experience. The firm has completed or is currently commissioning over 260 new construction and major renovation projects throughout the Western United States. These projects total over 26 million square feet and account for nearly $11 billion in construction. LEED Gold 47 5,798,362 18 3,666,889 65 9,465,251 LEED Silver 32 5,296,004 12 2,675,990 44 7,944,994 LEED Certified 6 317,676 3 1,045,000 9 1,362,676 CHIPS Verified 19 1,961,253 9 494,806 28 2,456,059 None/Other 52 975,645 54 2,062,812 106 3,038,457 , Grand Total 165 15,093,830 101 11,174,997 266 26,268,827 EXPERIENCE ON SIMILAR CRITICAL FACILITIES County of Marin Emergency Operations Facility k. Sares Regis / County of Marin San Rafael, California 09 Enovity completed LEED and electrical systems commissioning for this County of Marin project in 2014. The project included renovation of an existing 328,000 -square -foot office building and an addition of approximately 113,000 - , square feet for a new Emergency Operations Facility. The commissioning scope included HVAC, lighting controls, domestic hot water, normal and s emergency power, fire alarm, fire suppression, and paging systems. This - project achieved LEED Gold certification. Size Construction Value 113,000 square feet $50 million Maricopa County Sheriff's Headquarters and 911 Call Center County of Maricopa Phoenix, Arizona Enovity completed LEED Fundamental and Enhanced commissioning services for the new headquarters for the Maricopa County Sheriffs Office in 2014. The Sheriffs Office occupies floors 3-5 while the first two floors house the County's 911 data and call center. Scope included LEED-required systems (HVAC, lighting controls, and domestic hot water) as well as emergency power systems for the 911 call center, which included generators, fuel oil systems, paralleling switchgear, automatic transfer switches, and UPS. Size Construction Value 130,000 square feet $80 million J _ March 16, 2016 Page 3 Proposal and Statement of Qualifications • .... Commissioning Services for Essential Public Safety Facilities City of San Rafael San Francisco Fire Station No. 36 URS / San Francisco Department of Public Works San Francisco, California Enovity provided LEED commissioning of this new 10,000 -square -foot, two- story fire station in San Francisco. The renovation project involves architectural, structural and MEP alterations. The project is pursuing LEED Gold under the LEED 2009 for Commercial Interiors rating system. The project was completed in November 2014. Size Construction Value 10,000 square feet $3 million San Francisco Fire Station No. 16 Newcomb Anderson McCormick/ San Francisco PUC San Francisco, California (a Enovity is providing LEED Fundamental and Enhanced commissioning services for this new fire station. The existing fire station will be completely demolished and a new two-story, 11,200 square foot fire station will be built over the existing footprint. The project is pursuing LEED Gold under the LEED 2009 for New Construction rating system. Project completion is expected in Fall 2016. Size 11,200 square feet Construction Value $6.1 million San Francisco Fire Station No. 5 San Francisco Public Utilities Commission San Francisco, California Enovity is providing LEED Fundamental and Enhanced commissioning services for this new two-story, 21,000 square foot fire station. The new facility will increase accommodation to five apparatus bays and provide additional sleeping quarters. The project is pursuing LEED Gold under the LEED 2009 for New Construction rating system and will be required to comply with the 2013 Title 24 Building Code. Size Construction Value 21,000 square feet $11 million San Francisco Airport Fire House No. 3 San Francisco Public Utilities Commission San Francisco, California Enovity is providing commissioning services for this fire station that will serve the San Francisco International Airport. The existing SFO fire station will be demolished and a new 20,000 -square -foot facility will be built, comprised of 12,000 square feet (two story) of conditioned spaces for office and fire house function and an 8,000 -square -foot (one story) unconditioned apparatus bay. Complexities of the new location include adjacency to active aircraft taxiways and blast fences and a smaller footprint on which to build the new multi -story facility. Size 20,000 square feet Construction Value $7 million March 16, 2016 Page 4 i11i1111J•IIII I.I 111 IIIAMI. .YL 11111L11 I.IWL IIIIIJII.IIY II11Y 11\II.l1'l , 1111 II 1 11.111 1Y MIA L L 111111.11 111 .111 111111 .11. .1 &11111 Ia.Illw I i 11111I� IIIA .1 Y IY 1 1 11 II II 1111.11 1 111, 1 1 11 1 1 11 1 Illi .1.11 1 1 1 1 1 �..1. Proposal and Statement of Qualifications 0 Commissioning Services for Essential Public Safety Facilities City of San Rafael , Ii H 1 1l 111 161 4 111=...1.1111 J 1.1111 1.... id 1 1.11.11,.1 11 11i. :4 .. - .. .I 1 it 1 16111 1..I.. J. .111. . .. .. F March 16, 2016 San Francisco General Hospital San Francisco Department of Public Health San Francisco, California Enovity provided LEED and total building commissioning services for this new nine -story acute care hospital. The commissioning scope included mechanical, controls. electrical, lighting, plumbing, fire alarm, security/access controls, medical gasses, nurse call, and renewable energy systems. The project is pursuing LEED Gold certification. Size Construction Value 448,000 square feet $887 million California Healthcare Facility California Department of Corrections and Rehabilitation Stockton, California � Enovity provided total building commissioning for this 55 -building, 144 -acre campus that houses 1,722 patient -inmates. The campus includes a diagnostic and treatment center a central energy plant, a visitor and staff entry building, a central kitchen, staff training facilities, and warehouse and support facilities. The design/build project was completed after only 18 months and earned LEED Silver certification. Size Construction Value 1,200,000 square feet $906 million County of Riverside Sheriff Stations County of Riverside Perris, Palm Desert, and Thermal, California Enovity provided commissioning services for three Sheriff stations throughout Riverside County. Enovity was brought in after the project completion and was successful in determining the cause and resolution to bring the buildings up to operating standards. Size Construction Value 181,200 square feet $75 million Las Positas College IT Building / Data Center Chabot -Las Positas Community College District Livermore, California Enovity provided total building systems commissioning for the IT building at Las Positas College. The project involved construction of a new structure that houses the District's data center operations, supporting network infrastructure, administrative and instructional servers, and office space for the District's IT staff. Enovity's commissioning scope included the HVAC, BAS, lighting control, domestic hot water, emergency power (generators, uninterruptible power, and automatic transfer switching), and fire alarm systems. Size Construction Value 10,200 square feet $10 million Page 5 Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael KEY PERSONNEL INTRODUCTIONS Project Leadership Team The following key individuals will direct and oversee our commissioning work. Enovity is committed to maintaining involvement of the firm's leadership and key personnel throughoutthe duration of this project. Enovity proposes to assign four full-time employees (FTEs) to this project if selected. Full resumes for key personnel are provided in Appendix A. Greg Cunningham, AIA, LEED® AP, Principal -in -Charge, will provide executive responsibility for project completion. Greg has 37 years of broad- based building design and energy project experience, of which more than 30 years has been exclusively devoted to energy-efficient building design, field evaluations, and energy savings verification. For the past 16 years, he has been actively involved in commissioning of new and existing facilities. He oversees all of Enovity's commissioning work and is currently the Principal -in - Charge for more than 80 new construction commissioning projects in the Western United States. He is a Registered Architect in California and a LEED Accredited Professional. Vivek Mittal, PMP, LEED AP, Project Director, will oversee all work for the City, attend key project meetings, and provide quality assurance for all deliverables for the project. Vivek has more than 22 years of experience in a broad range of energy engineering activities that includes commissioning, energy audits, energy modeling and design assistance, measurement and verification (M&V), project implementation, and project management. Vivek has managed more than 30 new construction commissioning projects, including numerous projects for the State of California Department of General Services. Vivek is a certified Project Management Professional (PMP) through the Project Management Institute and a LEED Accredited Professional. John Hemsley, CxA, Commissioning Project Manager, will serve as the City's main contact through all phases of commissioning and ensure that necessary resources are scheduled to complete all tasks. John has 10 years of engineering industry experience that includes five years of project management and three years of managing commissioning for new construction and renovation projects in the municipal, education, and healthcare sectors. He has managed all activities of the commissioning process including conducting meetings, coordinating contractors, developing start-up plans, and providing documentation necessary for LEED commissioning certification. His relevant experience includes managing LEED commissioning for San Francisco Fire Stations No. 5 and No. 16 and commissioning services at the SFO Fire House No. 3. John is a certified Commissioning Authority (CxA) with the AABC Commissioning Group. Commissioning Engineers Jeffrey Mikkelsen, PE, Senior Commissioning Engineer, will lead commissioning of all mechanical and controls systems. Jeff has 22 years of experience in engineering, primarily in HVAC controls system review, design, implementation, and management He has in-depth knowledge of HVAC control systems in an institutional setting. His relevant experience includes LEED commissioning of the Maricopa County Sheriffs Headquarters and 911 Call Center. Prior to joining Enovity, Jeff worked for the University of Nevada— Reno for six years as HVAC Controls System Manager. In this role, he managed all control system maintenance parameters, upgrades, and March 16, 2016 Page 6 Proposal and Statement of Qualifications ,,.....,. Commissioning Services for Essential Public Safety Facilities City of San Rafael Jeff Mikkelsen PE Sr Commissioning Engineer troubleshooting. He was responsible for new construction control system design, plan check, and adherence to design standards, and supervised/directed contractors for control system upgrades. Jeff is a Licensed Professional Mechanical Engineer. Stephen Brennan, PE, PSP, CBCP, CEM, LEED AP, Senior Commissioning Engineer, will lead commissioning of lighting controls. Steve has 19 years of experience in engineering projects for institutional and commercial clients. His relevant experience includes LEED commissioning of the County of Marin Emergency Operations Facility. Steve is a Licensed Professional Mechanical Engineer in California, Certified Physical Security Professional (PSP), Certified Building Commissioning Professional (CBCP), Certified Energy Manager (CEM), and a LEED Accredited Professional. Atticus Velez, EIT, Commissioning Engineer, will support field commissioning and documentation activities through all phases of the project. Atticus has two years of experience providing commissioning support for mechanical, controls, electrical, security/access control, and other building systems. His relevant experience includes LEED commissioning of the County of Marin Emergency Operations Facility and San Francisco Fire Stations No. 36 and No. 5. PROJECT TEAM ORGANIZATION CHART The organizational chart shown below demonstrates the reporting structure of our team for this project. City of San Rafael Rebecca Woodbury Senior Management Analyst Greg Cunningham AI,4, LEED AP Pr ncipal-in-Charge Vivek Mittal PIWP LEED AP Project Director John Hemsley CaA. Cx Project Manager Steve Brennan Atticus Velez PE, PSP. CBCP, CEILI. LEED AP EIT Sr Commissioning Engineer Commissioning Engineer March 16, 2016 ff * —20A Page 7 Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael This page intentionally left blank for double -sided printing. „7,.e. March 16, 2016Page 8rM - K, 25-A �., Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael 2. PROPOSED APPROACH UNDERSTANDING OF THE PROJECT In November 2013 voters passed Measure E which extended the local 0.5% sales tax added 0.25°/x. In February 2014, the City Council directed that +- revenues for the added quarter percent be set aside to address San Rafael's aging essential facilities. This portion of Measure E revenues raises µ f;: approximately $3.8 million per fiscal year. On July 20, 2015 the City Council approved a strategic plan for essential public safety facilities in San Rafael. The plan recommends seven projects including a new public safety center across from City Hall that will house both the police and fire departments. Phase 1 includes the new Public Safety Center and replacement of Fire Stations 52 and 57. The commissioning authority (CxA) will be called upon to provide commissioning services in accordance with all applicable Title 24 2013 Part 6 Non -Residential Energy Standards and Part 11 California Green Building Mandatory Commissioning Requirements, EA Prerequisite 1: LEED Fundamental, and EA Credit 3: Enhanced Commissioning of Building Energy Systems for LEED — Building Design and Construction Reference guide for New Construction Version 3/Version 2009. It is our understanding that the City intends to pursue LEED certification for this project. The intended goal is to achieve a Gold rating under the USGBC LEED v3/2009. The City's intent is to engage the CxA early in the design process to allow the design to respond to the commissioning plan for the project and to meet all LEED prerequisites and additional commissioning certification requirements. The size, construction budget, construction target date, and approximate construction duration for each facility is shown below. Project Construction Construction Approx. Description Size Construction Budget Target Date Duration Public Safety Police and Fire Administration, New 44,000 square $37.5 million May 2017 24 months Center Three Bay Fire Station feet Fire Station 52 and Training New Three Bay Fire 11,000 square $10.9 million January 2017 14 months Tower Station feet Fire Station 57 New Three Bay Fire 10,000 square $8.8 million January 2017 14 months Station feet IiMMISSIONING APPROACH Our commissioning approach follows industry standards as defined by LEED, the Building Commissioning Association, the AABC Commissioning Group, and ASHRAE Guideline 0-2005. Each project is unique; we will tailor specific tasks and deliverables to the project and City requirements. Our experience has shown that the following will ensure project success: March 16, 2016 Page 9 Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael • Perform thorough systems design reviews that focus on ensuring necessary details and clarity in sequence of operations that meet the City's Intent. • Assign dedicated commissioning resources to each discipline in the scope of work. As no individual can be an expert in all systems, we employ a "team of experts" approach, led by an experienced Project Manager, so that each system receives the attention it requires from design, through construction, and into operation. • Specify that the Contractor name a Commissioning Coordinator (CxC). Thorough communication between the Commissioning Authority and Commissioning Coordinator will address important issues, will head off scheduling conflicts, and will limit miscommunication and delays. • Work with the contractor early in construction to integrate the commissioning schedule into the Contractor's Master Schedule. • Publish the Master Commissioning Issues List on a regular basis and ensure that responsibilities for corrections and actionable items are understood by all parties. -,ijMNIARY SCOPE The general requirements for LEED for Fundamental (EA Prerequisite 1) and Enhanced Commissioning (EA Credit 3) are summarized below and detailed in subsequent sections. Title 24-2013 required tasks are noted where applicable. • Enovity will assume LEED Commissioning Authority (CxA) role for the project. (Fundamental Cx and Title 24 requirement) • Enovity to review the Owner's Project Requirements (OPR) and Basis of Design (BOD) documentation for clarity and completeness. (Fundamental Cx and Title 24 requirement) • Enovity to perform a formal commissioning review of the design documents prior to the mid -construction documents phase and back - check the review comments in the subsequent design submission. (Enhanced Cx and Title 24 requirement) • Enovity to ensure that commissioning specifications are included in the construction documents. (Fundamental Cx and Title 24 requirement) • Enovity to develop and implement a commissioning plan. (Fundamental Cx and Title 24 requirement) • Enovity to perform a review of contractor submittals applicable to systems being commissioned for compliance with the OPR and BOD. (Enhanced Cx) • Enovity to verify the installation and functional performance of the systems to be commissioned. (Fundamental Cx and Title 24 requirement) • Enovity to assist the Contractor in developing a Systems Manual for the project. (Enhanced Cx and Title 24 requirement) March 16, 2016 - Page 10 Proposal and Statement of Qualifications ��.. Commissioning Services for Essential Public Safety Facilities City of San Rafael _ ... .. - �.y,,.rh�,""`.7ffi^'."""Y"7^'lSYll �: h`C5•�'I^r'S'--::.'{9t.•.`�!+.,."."f'+rlPw•iT`.4"'�^+ht"""Tr....,r..r..w,.-.w...r.w-«..-w.,.«.-....----.�.:..-•.•....w...--+.+.r... - _ _ - _ - .._ • Enovity to verify training requirements for facility operating staff are completed. (Enhanced Cx and Title 24 requirement) • Enovity to complete a summary construction phase commissioning report. (Fundamental Cx and Title 24 requirement) • Enovity to review the building operation within 10 months after substantial completion with O&M staff and occupants and assist in preparing a plan for resolution of outstanding commissioning -related issues. (Enhanced Cx) DETAILED SCOPE OF WORK The services outlined here meet the requirements of LEED for New Construction 2009 Energy and Atmosphere Prerequisite 1: Fundamental Building System Commissioning and Energy and Atmosphere Credit 3: Enhanced Commissioning. The scope of work below is presented in recommended sequence. Systems to be Commissioned The following systems must be commissioned for a LEED for New Construction 2009 rating: • Heating and ventilating systems and controls • Lighting controls (including daylighting controls) • Domestic hot water systems and controls • Renewable energy systems (rooftop PV array and inverter) The following additional systems are required to be commissioned per Title 24-2013: • Water reuse systems (if applicable) • Electric metering, receptacle load control (if applicable) • Landscape irrigation systems • Electric power metering systems • Building envelope including fenestration and roofing systems (design review only) Systems Excluded from the Commissioning Scope The following building components and systems are not included in the commissioning scope of work: • Emergency power generators, ATS, and UPS • Electronic security systems • Life safety systems (smoke control, fire alarm, fire protection) • Water treatment system • Stormwater management systems • Communication systems (AV, ITS, and telecommunications) • Plumbing fixtures • IT systems and other special building systems Design Phase Desian Review Kickoff Meetinq Enovity will hold a design review kickoff meeting as required by Title 24 and will document the activity using the required Title 24 form (NRCC-CXR-01-E). The purpose of this meeting is to discuss roles and responsibilities for March 16, 2016 Page 11 Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael commissioning during the design phase. It is expected that the architect and MEP design team will attend the meeting. Review of Owner's Proiect Reauirements (OPR) Document Enovity will review the Owner's Project Requirements (OPR) required by LEED and Title 24. If an OPR has not yet been completed, Enovity can provide a template OPR for use by the City/design team if requested. The OPR should be completed prior to the start of BOD development. For this project, we assume that the Bridging Documents should include most elements of a LEED-compliant OPR. Review of Basis of Design MOD) Document Enovity will review the Contractor's Basis of Design (BOD) required by LEED and Title 24. The BOD should be completed prior to Enovity's LEED Design Review. Schematic Design Documents Review Enovity will perform a review of the schematic design documents, as directed by the City. This review will be focused on the LEED and Title 24 systems and will provide any recommendations in regards to the selection of systems and other components that can be provided at this early design stage. LEED Enhanced Commissionina Desian Review Enovity will perform a formal Commissioning Design Review of the detailed design documents, no later than the 50% CD completion milestone, as required to satisfy the LEED Enhanced Commissioning requirement and Title 24 This review will be comprehensive for the LEED and Title 24 systems. The review will address energy efficiency, sustainable project elements, HVAC sequence of operations, constructability, conflicts between plan sections and between plans and specifications, and completeness with respect to LEED credits that impact commissioning; i.e., metering, LEED M&V credit, etc. The Architect/Engineer of Record will be required to provide timely written responses to Enovity's formal comments. Enovity will then back -check the subsequent design submission (90%) to verify that Enovity's comments have been incorporated into the final construction documents. Enovity will also document this design review using the required Title 24 forms (NRCC-CXR- 01 /02/03/04/05-E). Development of Commissioning Specifications Enovity will develop commissioning specifications for the project. It is expected that the Architect/Engineer of Record will review and adopt these specifications in final form as part of the final construction documents. Specifications will include Division 0 specifications (General Commissioning Requirements), along with trade specifications for each area defined by the scope of work. Development of Initial Commissionina Plan Enovity will develop of a Design Phase (Initial) Commissioning Plan. The Commissioning Plan will include a list of all systems and specific equipment and components to be commissioned, early drafts (placeholders) for relevant tests, procedures and template forms, a narrative procedural discussion on the commissioning process, communication protocols, reporting and documentation requirements, and a preliminary schedule for the commissioning process. The Commissioning Plan is a living document that will March 16, 2016 'm Page 12 Proposal and Statement of Qualifications ,t.... Commissioning Services for Essential Public Safety Facilities " City of San Rafael be updated throughout the construction phase of the project. The Commissioning Plan will include the following components: • Narrative discussion and graphical outline of the commissioning process • List of systems to be commissioned • Management and responsibilities matrix • Written deliverables • Preliminary schedule of commissioning activities with major milestones • Preliminary draft testing procedures and acceptance criteria Deliverables and Milestones • OPR and BOD template (if requested); review and comment on draft OPR and BOD documents • LEED Enhanced Commissioning Design Review Report based on the 50% detailed design submission and back -check the comments in the 90% design submission • Completed Title 24 NRCC-CXR-01/02/03/04/05-E forms • Commissioning Specifications; incorporate comments and revise • Initial Commissioning Plan; incorporate comments and revise Construction Phase Coordination, Meetings. Planning, and Administration The Enovity Commissioning Project Manager will coordinate the commissioning activities in a logical, sequential, and efficient manner using consistent protocols and forms, centralized documentation, clear and regular communications and consultations with the Contractor's Commissioning Coordinator (CxC), frequently updating timelines and schedules, and offering technical expertise. This work includes coordinating the commissioning work, and with the CxC, Construction Manager, and City, ensuring that commissioning activities are being scheduled into the Contractor's Master schedule. Enovity will plan a formal Construction Phase Commissioning Kickoff Meeting, will attend periodic commissioning progress meetings, and will author, maintain, and distribute minutes. We will regularly update, produce, and distribute electronically and in hard copy at meetings a Commissioning Issues List that tracks ongoing commissioning issues, with their observed date. responsible party, and resolution. Deliverables and Milestones • Lead one (1) Construction Phase Commissioning Kickoff Meeting • Attend three (3) Construction Progress / Commissioning Coordination Meetings Prior to Acceptance Phase • Publish, update, and maintain Commissioning Issues List Final Commissioninq Plan Enovity will finalize the Draft Commissioning Plan developed during the design phase based on the feedback provided by the City and the rest of the design team. The Final Commissioning Plan will include the forms and checklist to be used by the contractors during the construction phase. March 16, 2016 a 1 ' Page 13 Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael Deliverables and Milestones • Final Commissioning Plan Submittal Reviews Enovity will review equipment submittals applicable to systems being commissioned for compliance with the OPR and BOD and project construction drawings and specifications. This formal review is required to satisfy the LEED Enhanced Commissioning requirement. This review will be concurrent with Architect/Engineer of Record review and acceptance process. Enovity will not be approving submittals; this is the responsibility of the Architect/Engineer of Record. Instead, Enovity will provide written comment where appropriate in a timely manner. Deliverables and Milestones • Written comment on submittals where appropriate for conformance to the OPR and BOD Installation Verification and Pre -Start Field Observations Enovity will work with the CxC to schedule field visits to observe that systems' installation proceeds in accordance with the contract documents. Installation verification (IV) checklists will be developed by the trade contractors on the project; these forms will be submitted to Enovity and, upon approval, integrated into the Commissioning Report. Our commissioning team will perform site visits prior to systems startup to observe component and system installation. Site visit reports will be prepared and the Commissioning Issues List will be updated to manage outstanding issues throughout the duration completion of the project. Deliverables and Milestones • Review Installation Verification Checklists (IV Forms) from installing contractors • Conduct up to six (6) site visits (Installation Verification/Pre-Start Inspections) prior to Systems Startup to coincide with Coordination Meeting dates; prepare Site Visit Reports • Update the Commissioning Issues List • Collect completed IV forms from the trade contractors and incorporate into the Commissioning Report Svstems Startuo. TAB Witnessina. and Comaletion of Svstems Readiness Checklists (SRCs) Verification of the proper startup procedures and parameter settings of the equipment is critical to the systems' operation and to satisfy warranties. Equipment startup forms (manufacturer's recommended startup checklists) will be submitted by the CxC to Enovity for approval prior to integration into the Commissioning Report. We will witness startups for some equipment in the scope of work. Completed startup forms from the contractor will be reviewed by Enovity prior to the start of functional testing. Verification of test and balance (TAB) of air and water systems assures that proper procedures and tools are being utilized and that TAB measurements/settings are reliable. We will review the TAB Plan in advance of the start of TAB activities and will review the preliminary TAB report upon completion of TAB activities. If necessary, we will witness (spot check) HVAC piping pressure test and flushing (if applicable), and ductwork testing to verify March 16, 2016 Page 14 i I Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael that proper procedures are being followed. TAB work must be 100% complete prior to the start of Functional Performance Testing. Systems Readiness Checklists (SRCs) will be developed by Enovity and completed and signed off by each trade contractor to certify that systems are ready for functional performance tests. Enovity will provide a hard copy binder of SRC forms onsite to be completed and signed off by installing trades. For HVAC systems, this typically includes documentation of completed equipment startups, completion of test and balance (TAB) and preliminary TAB report, and completion of all controls point-to-point verifications, final graphical programming and final sequence of operations. We will lean heavily on the CxC to coordinate and document the activities of the trade contractors in the timely and through completion of the SRC on-site binder. Deliverables and Milestones • Witness a percentage of Systems Startup, Test and Balance, and Perform Back -checks • Collect completed Startups Forms from the installing trade contractors, review and approve • Review TAB Plan and TAB Preliminary Report, review and approve/comment where appropriate • Prepare System Readiness Checklists (SRCs) and review and approve completed SRC forms Acceptance Phase Functional Performance Testinq (FPT) and Commissioninq Issues List Enovity will assist the CxC in coordinating functional performance tests (FPTs) performed by installing subcontractors and we will witness FPTs for all major equipment. Tests on identical HVAC equipment (such as VAV terminal units, fan coil units, etc.) will be performed for all modes of operation on a representative sample of like systems; however, the installing trade contractors will be responsible for testing 100% of all equipment. The functional testing will include operating and verifying the various systems and components through each of the written sequences of operations, and other significant modes and sequences, including startup; shutdown; unoccupied mode; all modes of heating related to control setpoints; energy efficiency features; manual mode. Functional testing will be performed on a component level manually by the BAS contractor supported by the M/E/P and specialty subcontractors and witnessed by Enovity, together with extensive collection and review of BAS system -wide trend logs performed by Enovity staff, to provide a high level of confidence of proper system function. Enovitv will witness one test and one re- test related to a particular component or system. Additional tests are not included in our fee and will be considered an add service. The Commissioning Issues List and a separate record of functional testing will be updated and maintained by Enovity throughout the functional testing period. All issues will be recorded as they occur, and written progress reports and test results with recommended actions will be provided directly to the CxC, the Construction Manager, and City's representative. Note that the Contractor will be responsible for completion of all required Title 24 Acceptance Testing and required Title 24 forms. Enovity may witness some March 16, 2016 9411 aTMAJI t yVA Page 16 :iMr'r,�+v-t✓'-rTss'�r"'�?a %"—a-^'"a'•'s,i�i,rarm� •a+aimirtaorr,-. .v. .e,. ... .._ ^-:n-X«:-»'sruna� — - _ Proposal and Statement of Qualifications &AB.. -. � Commissioning Services for Essential Public Safety Facilities City of San Rafael or all of the required Title 24 tests that are also required by LEED and included in the Commissioning Plan for LEED certification. Deliverables and Milestones • Witness up to six (6) days of Component and Systems Integration Functional Testing and up to three (3) days of Back -check Testing • Provide Functional Performance Test forms (FPTs) to the CxC; review and approve completed FPT forms • Provide regular updates of the Commissioning Issues List to the CxC, Construction Manager, and City representative Acceptance Meetinq Enovity will lead a commissioning acceptance meeting with the CxC, Construction Manager, and City representative(s) to review results of the functional performance testing and the Commissioning Issues List. LEED Svstems Manual Enovity will prepare the LEED Systems Manual for the project. This will involve collecting, organizing, and assembling elements of the Manual from contractor deliverables as defined in the specifications. The LEED Systems Manual is a LEED Enhanced Commissioning and Title 24 requirement. Deliverables and Milestones • Lead one (1) commissioning coordination meeting to review contractor deliverables completion of project acceptance • Review contractor deliverables for inclusion in Systems Manual • Assemble final Systems Manual for City Review Training Plan and Approve Resort Enovity will review the Contractor's training plan and training elements for conformance to project requirements, i.e., as defined in the specifications and the OPR document. Enovity will provide comment where appropriate. Training review is a LEED Enhanced Commissioning and Title 24 requirement. This phase also includes turnover of project Operations and Maintenance (O&M) Manuals from the Contractor to the City. Enovity will review verification of training performed by the contractor for the facility O&M staff for commissioned systems. The Contractor will provide evidence to Enovity that training requirements have been met. Deliverables and Milestones • Review Contractor training plan and elements. Provide comment where appropriate. • Review documentation of completed training elements and approve for conformance to LEED Enhanced Commissioning requirements. Construction Phase Commissionina Report To conclude the project Acceptance Phase, Enovity will complete a Commissioning Report conforming to the LEED Commissioning requirements within 60 days of Substantial Completion. The Report will organize and number all commissioning data, documents, tests, and test results in PDF format (bookmarked for easy search). The Report typically includes: • Executive Summary • Updated Commissioning Issues List • Final IV, Startup Forms, SRC, and FPT Forms (signed by contractor) March 16, 2016 Page 16 _. ..� ..� ...... .-. ..._...... Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael • Final Commissioning Plan, OPR, BOD and specifications • Final compiled commissioning documents (1 hard copy and soft copy on flash drive) • Complete LEED Online Commissioning Documentation Upload (if applicable) Recommissionin4 Manual Enovity will develop a Recommissioning Manual as a section in the Final Commissioning Report. This will include technical information about the commissioned systems that is not already captured in the System Manual that will be developed for the project. The recommissioning manual will also include blank copies of the Functional Test Procedures that were used during the commissioning process with recommendations on the recommissioning schedule to be followed. Warranty Phase Post-Occuoancv Review and Warrantv Issues Resolution Warranty review is required for the LEED Enhanced Commissioning credit and will involve assisting the City O&M staff in identifying LEED systems' warranty issues prior to expiration of warranty. Per the requirements of LEED, Enovity will return to the site no later than 10 months into the initial building operation period to perform on-site facility inspection and to conduct interviews with O&M staff. This may involve facilitating limited re -testing of faulty equipment or to analyze chronic system deficiencies. Enovity may include an updated BAS trend log review and analysis as part of this activity, if applicable. Enovity will work with the O&M staff to develop a plan for resolution of outstanding comfort, equipment malfunction, operational, and energy efficiency issues. Enovity will provide an update to the Commissioning Report in the form of an addendum that includes an updated Commissioning Issues List and summary of O&M and facility user concerns and recommendations for improved system operation. Deliverables and Milestones • Schedule and perform one (1) site visit, conduct interviews, and perform inspections to update Commissioning Issues List • Provide limited review and analysis of BAS trend logs; assist O&M staff in trend log review • Provide limited assistance to O&M staff for strategies to resolve warranty items • Provide a written update to the Final Commissioning Report PHYSICAL SPACE AND EQUIPMEENT NEET Enovity will not require any physical space and/or equipment at the City's offices during this engagement since our office is 30 minutes from the project site. Enovity is committed to ensuring that the personnel listed in this proposal are available for the commissioning of projects. We intend to use members of our proposed team who have the capabilities and experience that best match the March 16, 2016 ' '1 Page 17 asr-....._.....-.�..,.�—•g[�rsr—rgr.:.L -. -c..a _ - : _..- a"^,�""^�,Py"`7��"�'?7:'�L'., ��.:,-......�......,..,...,,.... .. Proposal and Statement of Qualifications F Commissioning Services for Essential Public Safety Facilities City of San Rafael specific project requirements and timeframe. Barring unforeseen circumstances beyond our control, all key staff will be available for the duration of the contract. Enovity has the luxury of being able to draw from a pool of up to 16 additional commissioning project managers and engineers across the company to help meet short-term needs anywhere Enovity operates. We will provide local resources for timely service, and will manage and execute the commissioning tasks in a cost-effective manner through the duration of your program. COMMISSIONING EFFECTS ON SCHEDULE & BUDGET Commissioning is a critical path item that requires the commissioning authority. general contractor, construction trades, and others to be "on the same page" during phases such as equipment startup and functional performance testing. Breakdowns in this coordination can often lead to project delays and cost overruns. A seamless integration of commissioning activities and milestones into the master construction schedule will mitigate this risk and ultimately lead to a more successful working relationship between project team members. Therefore, a critical first task of the Commissioning Project Manager following contract execution is to baseline the construction schedule and commissioning schedule. and to work with the contractor to carefully align and integrate all key commissioning activities into the master construction schedule. When schedule alignment is achieved and all parties are working with one schedule towards the same goal, the chances of success have increased exponentially. COORDI'NAT1O1N WITH CONSTRUCTION MANAGERS CONTRACTORS, SUBCONTRACTORS ANO TRADES The commissioning process calls for the construction trades to execute testing in the field. The CxA does not have any contractual power over the construction trades and therefore cannot directly schedule, manage, and coordinate their activities. This creates the possibility of additional risk that Enovity is not consistently notified of upcoming tests and therefore tests are not completed in a timely fashion, are delayed, need to be repeated, or are completed without being witnessed. We mitigate this risk by requiring that the contractor name a Commissioning Coordinator (CxC) who is responsible for managing, scheduling, and coordinating all commissioning activities that require involvement of the trades. The CxC communicates directly with the Enovity Commissioning Project Manager. We also mitigate this risk by having our Commissioning Project Manager attend regular construction progress meetings and facilitate commissioning coordination meetings in order to stay apprised of upcoming construction activities and commissioning milestones. CALGREEN CONIAMISSIOIVING REOUIRENIEINTS Since the California Green Building Code (Title 24 Part 11, aka "CALGreen") took effect in January 2011, we have met its specific requirements on approximately 75 commissioning projects. The 2013 update to the Title 24 standards added many of those requirements to the Energy Code (Part 6). Our Commissioning Scope Matrix (provided as Appendix B) outlines the specific March 16, 2016 Page 18 Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael requirements associated with each part of the Code, as well as rating systems such as LEED. A specific local example of our CALGreen commissioning experience is the County of Solano's new Stanton Correctional Facility, which was completed in February 2015 and earned LEED Gold certification. Enovity provided LEED and total building systems commissioning for this $89 -million project that consisted of a new 365 -bed detention facility, a support building, a new central plant, and renovation of an existing administration building. Systems commissioned included HVAC and controls, lighting, electrical, security, fire/life safety, and telecommunications systems. The commissioning scope was expanded to include landscape irrigation systems per CALGreen requirements. )METRICS AND DELIVERABLES During the commissioning process, Enovity will provide various deliverables that will allow the City to assess the progress of the commissioning activities. These include, but are not limited to, the following: • Review reports for the design documents, submittals, and other reports and documents that are reviewed by Enovity as part of the commissioning process • Meeting minutes from the commissioning meetings chaired by Enovity • Commissioning Issues Lists summarizing the deficiencies noted during the process • Field reports documenting the results of the site visits performed by Enovity to witness the progress of installation, startup, and pre - functional testing • Documented test results of the functional testing for the commissioned equipment • Systems Manual • Final Commissioning Report • Warranty Phase Report OTHER PERTINENT SERVICES In addition to the commissioning services included in the scope of this proposal, Enovity can provide multiple services focused on the high- performance of buildings, throughout the building life cycle. These include: Existing Building Commissioning Enovity's approach to existing building commissioning (retrocommissioning and monitoring -based commissioning) focuses on developing a thorough understanding of each facility's mechanical, electrical, and automated controls systems from the bottom up. Utilizing in-house mechanical and controls engineers, we help building owners and operators find solutions that improve occupant comfort, relieve pressure from facility maintenance staff, and deliver financial results at the bottom line. March 16, 2016 ' ' Page 19 .�._....•.,•.•o�mv.�si�•-nKrr:rrrar�_rze�mau.r • nY.i-•xs:rwsvxt�:�.a.;:�iar�rxu=.=:• anrm+wY—. «uutir--=s:,,��� Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael �__.".' _ _-- _— — --_ �'{dL#�-1�IA'iLNWi�""ir'siY'.��J'C^"�••!r+-.wwwrw.+r.. �w-iartn.,.n... Comprehensive Energy Efficiency Capabilities Enovity's integrated service delivery offers property owners and managers a complete solution for energy project development, implementation, and closeout. Enovity has the full scope of capabilities to help clients identify, evaluate, develop, implement, and verify energy projects that meet aggressive conservation goals and utility rebate program requirements. Smart Building Systems Enovity offers a three -pronged approach to make your buildings smarter. First, restore critical control functions and address any space comfort issues. Second, make technology work for building operators by integrating different controls systems into a common user interface. Finally, deploy apps that analyze building data so that you can cut through the noise and act on the insights that matter. With our practical engineering approach and hands-on knowledge of controls platforms, you get candid assessments for greater clarity, and the convenience of a managed implementation for any technology choice Operations and Maintenance Our approach to Operations and Maintenance (O&M) is unique in the marketplace in that we integrate high-level technical and professional services with our O&M offering. This fully integrated technical services approach differentiates Enovity from the familiar corporate O&M service providers. By performing detailed equipment and system assessments, measurements, monitoring, testing, and diagnostic activities, we ensure system functionality. The focus is to understand and evaluate the actual operation of building systems and, through our knowledge and expertise of building systems and energy analysis, identify and implement strategies to improve and optimize system functionality. March 16, 2016 Page 20 Proposal and Statement of Qualifications ,..: Commissioning Services for Essential Public Safety Facilities City of San Rafael 3. CURRENT VIOLATIONS OR CLAIMS The following claims against Enovity have occurred in the past five years. The status of each is indicated below. Title: Irma & Javier Ocegueda vs. Enovity, Inc. Filing Date: September 18, 2015 Description: Personal Injury Suit — Slip & Fall Status: Pending further discovery from both parties Title: Cantera vs. Pacific Coast Trane Filing Date: October 11, 2013 Description: Personal Injury Suit - Named as one of multiple defendants Status: Enovity was dropped from this claim and released from all further liability Title: Johnson vs. Enovity, Inc. Filing Date: October 10, 2013 Description: Personal Injury Suit — Elevator entrapment Status: Claim settled out of court — Suit was dropped, no further action March 16, 2016 p Page 21 Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael This page intentionally left blank for double -sided printing. March 16, 2016 j9 r q Page 22 4, COST Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael The table below summarizes our proposed fee for this work by task and phase, inclusive of all labor costs and direct project expenses. Design Documentation $6,775.00 $6,610.00 $10,850.00 $24,235.00 Construction Phase $20,800.00 $19,930.00 $46,900.00 $87,630.00 Project Close -Out Activities $6,855.00 $6,855.00 $10,580.00 $24,290.00 Post -Occupancy Recommissioning $2,750.00 $2,750.00 $2,750.00 $8,250.00 Total $37,180.00 $36,145.00 $71,080.00 $144,405.00 Our proposal does not include any billable travel time from our office to the project site. Only estimated mileage, at the federal rate, from our San Francisco office has been included for the estimated number of site visits described in this proposal. March 16, 2016 Page 23 Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael This page intentionally left blank for double -sided printing. March 16, 2016 am Page 24 111.1 u.Lu ni.m—um Allu.1 �.1.1=9111 4..: ..._..<.ai u.. ns ­n .. .0 nu d, i. 1 . , i Iii ilial .i. iii .n iimiu n .0 �i �. ii n n .n ii ii �uuu Lii w Proposal and Statement of Qualifications ...... Commissioning Services for Essential Public Safety Facilities =" City of San Rafael �.:,.. .. �:. ,�� 1:.: �I III ��, Ill Ali Il�i.11 l� �i � � li.pil i .ill i� IJP ����. 111.111111—J. . 4..Lill 111C.lill 11k, �J.dilYl ltld �� IL it �.. i 5. REFERENCES Business References Please contact the business references listed below to verify service, skills, quality, and schedule/budget performance. Enovity has recently provided similar services to these clients. John Magnuson • Senior Project Manager z1 County of Maricopa Facilities Large Capital Projects 401 West Jefferson Street, Phoenix, AZ 85003 (602) 506-3047 iohn.magnuson(cDfm.maricopa.aov Client References Please contact the client references listed below to verify service, skills, quality; and schedule/budget performance. Enovity provides long-term continual services to these clients. Judicial Council of California John Koster Project Manager �- Judicial Council Capital Program Office 2860 Gateway Oaks Drive, Suite 400, Sacramento, CA 95833 > " (916) 643-4671 ?y iohn.koster(Miud.ca.ciov State of California Department of General Services Sergey Makarenko Project Director Real Estate Services Division Project Management and Development 707 Third Street, West Sacramento. CA 95605 (916) 376-5312 sergev.makarenkona.dgs.ca.gov March 16, 2016 II ILIA Page 25 Countv of Marin Jeanne Miche Project Manager Department of Public Works 3501 Civic Center Drive, Room 404, San Rafael, CA 94903 (415) 473-2604 Coi:rr. y' ✓L.nsx imichea-marincountv.orq San Francisco Public Utilities Commission Masoud Vafaei _ ' Watt er r Program Manager Civic Center & Green Building Commissioning 525 Golden Gate Avenue, San Francisco, CA 94102 (415) 554-0728 mvafaei(cbsfwater.orq Countv of Maricopa John Magnuson • Senior Project Manager z1 County of Maricopa Facilities Large Capital Projects 401 West Jefferson Street, Phoenix, AZ 85003 (602) 506-3047 iohn.magnuson(cDfm.maricopa.aov Client References Please contact the client references listed below to verify service, skills, quality; and schedule/budget performance. Enovity provides long-term continual services to these clients. Judicial Council of California John Koster Project Manager �- Judicial Council Capital Program Office 2860 Gateway Oaks Drive, Suite 400, Sacramento, CA 95833 > " (916) 643-4671 ?y iohn.koster(Miud.ca.ciov State of California Department of General Services Sergey Makarenko Project Director Real Estate Services Division Project Management and Development 707 Third Street, West Sacramento. CA 95605 (916) 376-5312 sergev.makarenkona.dgs.ca.gov March 16, 2016 II ILIA Page 25 Proposal and Statement of Qualifications • Commissioning Services for Essential Public Safety Facilities City of San Rafael California Der)artment of Corrections and Rehabilitation Mike Meredith If _ ry Project Director Correctional Health Care Facility 9838 Old Placerville Road, Suite B, Sacramento. CA 95827 (916)255-3838 michael.meredith cDcdcr.ca.aov March 16, 2016 Page 26 .. .. Proposal and Statement of Qualifications ....... Commissioning Services for Essential Public Safety Facilities -n- City of San Rafael APPEN'DIX A: DETAMLED RESUMES March 16, 2016 j °. ' µ Appendix .:'��ii.�.�^_'�'[8"�!?cs�na-ia. .� ._. 3. ti_k ,� , 4 •re� _:.�.__- �_.� .".•.cx�t5u�l�-�'as.s.Ti�s•• _ --- =:�x:.xa�:� ry. •"Lam_ Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael This page intentionally left blank for double -sided printing. March 16, 2016 Appendix Proposal and Statement of Qualifications .... Commissioning Services for Essential Public Safety Facilities City of San Rafael .....-� � "'1'!^"' """ •3�MW,Vi11J ,YYiJHiYJI.I i •YY W J W J I IIYIbFL.4r,1 JJ I Y I.Y W L ...1 .ILI il.11 11 �i I, ...�i Y 11.E .li iJ I.Y W_ i .. Years of Experience 38 (13 with Enovity) Education ■ M.S. Environmental Planning and Energy Technology, Arizona State University ■ B.A. Architecture, UC Berkeley Credentials ■ Registered Architect, CA ■ LEED Accredited Professional Associations ■ American Institute of Architects ■ Building Commissioning Association ■ Advisory Council to the California Commissioning Collaborative ■ U.S. Green Building Council' March 16, 2016 Greg Cunningham, AIA, LEER AP PRINCIPAL Project Role Commits firm resources and bears ultimate responsibility for the project. Relevant Experience Countv of Marin Emerctencv Operations Facilitv, San Rafael, CA Principal -in -Charge for LEED and electrical systems commissioning for this County of Marin project. The project included renovation of an existing 328,000 -square -foot office building and an addition of approximately 113,000 square feet for a new Emergency Operations Facility. The commissioning scope included HVAC, lighting controls, domestic hot water, normal and emergency power, fire alarm, fire suppression, and paging systems. The project was completed in June 2014 and achieved LEED Gold certification. The total construction value was $50 million. Client Reference: Chuck Becker, Owner's Representative, (650) 324-5332, chuckenovapartners.com Fire Station No. 5. San Francisco, CA Principal -in -Charge for this task order issued under Enovity's contract with the San Francisco Public Utilities Commission. Enovity is providing LEED Fundamental and Enhanced commissioning services for this new two-story, 21,000 -square -foot fire station. The new facility will increase accommodation to five apparatus bays and provide additional sleeping quarters. The project is pursuing LEED Gold and project completion is expected in January 2019. The estimated construction value is $11 million. Client Reference: Masoud Vafaei, Program Manager, (415) 554-0728, mvafaeiCcDsfwater.orq Airport Fire House No. 3. San Francisco. CA Principal -in -Charge for this task order issued under Enovity's contract with the San Francisco Public Utilities Commission. Enovity is providing commissioning services for this new fire station that will serve the San Francisco International Airport. The existing SFO fire station will be demolished and a new 20,000 - square -foot facility will be built. Complexities of the new location include adjacency to active aircraft taxiways and blast fences. Project completion is expected in February 2018 and the estimated construction value is $7 million. Client Reference: Masoud Vafaei, Program Manager, (415) 554-0728, mvafaei(cDsfwater orq Professional Profile Greg Cunningham has 38 years of broad-based building design and energy project experience, of which more than 30 years has been exclusively devoted to energy-efficient building design, field evaluations, and energy savings verification. For the past 16 years, he has been actively involved in commissioning of new and existing facilities. He oversees all of Enovity's commissioning work and is currently the Principal -in -Charge for more than 80 new construction commissioning projects in the Western United States. He has managed all aspects of commissioning, including design reviews, specifications, troubleshooting, building controls, and sustainable design strategies. Over the past 10 years, Greg has worked on more than 30 LEED projects that have achieved Platinum, Gold, and Silver ratings. Appendix Years of Experience 23 (8 with Enovity) Education ■ M.B.A. Arizona State University ■ M.S. Information Systems, Arizona State University ■ M.S. Building Energy Systems, Arizona State University ■ B.Arch., School of Architecture, Delhi, India Credentials ■ LEED Accredited Professional ■ Project Management Professional (PMP) Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael Vivek Mittal, PMP, LEER AP PROJECT DIRECTOR Project Role Oversees all work for the City, attends key project meetings, and provides quality assurance for all deliverables. Relevant Experience California Healthcare Facility Campus. Stockton. CA Project Director in charge of LEED and total building commissioning for this 1.4 -million -square -foot prison healthcare campus in Stockton for the California Department of Corrections and Rehabilitation. Vivek oversaw LEED commissioning, energy modeling, and M&V services, as well as commissioning of special systems that included electrical, security / access control, wastewater, medical gas, and x-ray protection systems. The project was completed in August 2013 and achieved LEED Silver certification. The total construction value was $840 million. Client Reference: Mike Meredith, Project Director, (916) 255-3838, michael.meredith(@cdcr.ca.aov Sacramento Airport Terminal B Modernization Proaram. Sacramento. CA Project Manager for LEED and total building systems commissioning of the $1.1 -billion expansion and modernization of Terminal B for the Sacramento County Airport System. The expansion involved construction of new airside and landside terminal facilities, each with dedicated central utility plants. The project was completed in October 2011 and achieved LEED Silver certification. Client Reference: Christopher Martin, Airport Facilities Manager, (916) 874- 0650, martinc(aDsaccountv.net Associations Yolo Countv Courthouse. Woodland. CA ■ ASHRAE Project Director for LEED and total building systems commissioning for this • Association of Energy Engineers new five -story courthouse for the Judicial Council of California. The project • Project Management Institute was completed in September 2015 and expects to achieve LEED Gold certification. The total construction value was $161 million. Client Reference: John Koster, Project Manager, (916) 643-4671, lohn.kosterna.iud.ca.aov State Compensation Insurance Fund Campus. Vacaville. CA Project Manager for LEED commissioning and monitoring and verification for this 483 -500 -square -foot, three -building office and data center complex for the State Compensation Insurance Fund. The commissioning scope included LEED and electrical systems. The project was completed in February 2010 and earned LEED Gold certification. The total construction value was $80 million Client Reference: Dave Troup, Lead Mechanical Design Engineer, (415) 356-8517, dave trouona.hok com Professional Profile Vivek Mittal has 23 years of experience in a broad range of energy engineering activities that includes commissioning, energy audits, energy modeling and design assistance, measurement and verification, project implementation, and project management. Vivek has managed more than 30 new construction commissioning projects as well as a significant number of retrocommissioning analysis and implementation projects for State of California facilities. March 16, 2016 Appendix ....... .:-'^�-;.rr�-ti,�s-rxs:- _ . .:;nvrrt'.�M1'^+w-*itis`-:: 1i►�ari»....-_...--,a�ax�� Proposal and Statement of Qualifications .....;, Commissioning Services for Essential Public Safety Facilities w. City of San Rafael Years of Experience 10 (<1 with Enovity) Education ■ B.S. Mechanical Engineering Technology, University of Dayton, Ohio Credentials ■ Certified Commissioning Authority (CxA) ■ HVAC System Design and Control Certification, UCSD ■ Six Sigma Green Belt Join Hernsley COWY—SSIONiNG PROJECT MANAGER Project Role Manages the project and serves as the main point of contact through all phases of commissioning. Ensures that necessary technical resources are scheduled to complete all tasks. Relevant Experience Fire Station No. 16. San Francisco, CA Commissioning Project Manager for LEED Fundamental and Enhanced commissioning services for this new fire station for the San Francisco Public Utilities Commission. The existing fire station will be completely demolished and a new two-story, 11,200 square foot fire station will be built over the existing footprint. The project is pursuing LEED Gold certification and project completion is expected in November 2016- The estimated construction value is $6 million. Client Reference: Bruce Chamberlain, Owner's Project Manager. (510) 229-5629, bchamberlain(aDkw-engineerinq com Fire Station No. 5. San Francisco, CA Commissioning Project Manager for LEED Fundamental and Enhanced commissioning services for this new two-story, 21,000 -square -foot fire station for the San Francisco Public Utilities Commission. The new facility will increase accommodation to five apparatus bays and provide additional sleeping quarters. The project is pursuing LEED Gold and project completion is expected in January 2019. The estimated construction value is $11 million. Client Reference: Bruce Chamberlain, Owner's Project Manager. (510) 229- 5629, bchamberlain(d)kw-enaineerinq.com Airaort Fire House No. 3, South San Francisco, CA Commissioning Project Manager for commissioning services for this new fire station for the San Francisco Public Utilities Commission that will serve the San Francisco International Airport. The existing SFO fire station will be demolished and a new 20,000 -square -foot facility will be built. Complexities of the new location include adjacency to active aircraft taxiways and blast fences. Project completion is expected in February 2018 and the estimated construction value is $7 million. Client Reference: Bruce Chamberlain, Owner's Project Manager, (510) 229-5629, bchamberlain(a.kw- enaineerinq.com Professional Profile John Hemsley has 10 years of engineering industry experience that includes five years of project management and three years in managing new construction and renovation commissioning projects. He has managed all activities of the commissioning process including conducting meetings, coordinating contractors, developing start-up plans, and providing documentation necessary for LEED commissioning certification. He has experience commissioning HVAC systems and controls, electrical systems, and plumbing systems, through design, installation, and functional testing. He has overseen functional performance testing to verify proper operation through all modes and operational specifications. March 16, 2016 j Appendix �d•Y.....„,,,.... w�rnrrr.�r�*'�t_'��SLu�•--•z.�ax�r-e�:xw+ �..�.,.�-+-,��_,.� — - ..... Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael ,�...-.r..�-.�-�.T-._.-��^-n�.r �-r^`:. w;•a'--'-+'.-�y'.«•ti'[..:rw"r...arii�_zx� �y:'� i.N^-a�,..,•�t"r-rn:•.-t m.�,..;.._,.-�-�anr�---�" •-- _�a�+wK:»..-.!+.-...-.y Years of Experience 22 (4 with Enovity) Education ■ B.S Mechanical Engineering, University of Nevada—Reno Credentials ■ Professional Engineer (Mechanical), NV Associations ■ASHRAE March 16, 2016 Jeff Mikkelsen, PE SENIOR COMMISSIONING ENGINEER Project Role Provides technical and field support for commissioning of HVAC and control systems. Relevant Experience Maricooa Countv Sheriff's Headauarters and Call Center. Phoenix. AZ Senior commissioning engineer for LEED Fundamental and Enhanced commissioning services for the new headquarters for the Maricopa County Sheriffs Office. The scope included LEED-required systems as well as emergency power systems for the 911 call center. The project was completed in April 2014 and achieved LEED Silver certification. The total construction value was $80 million. Client Reference: John Magnuson, Senior Project Manager. (602) 506-3047, iohn.maanuson cni fm.maricooa.aov Yolo Countv Courthouse. Woodland. CA Senior commissioning engineer for LEED and total building systems commissioning for this new 163,000 -square -foot, five -story courthouse for the Judicial Council of California. The project was completed in September 2015 and expects to achieve LEED Gold certification. The total construction value was $161 million. Client Reference: John Koster Project Manager, (916) 643- 4671, lohn.koster(a)lud.ca.ciov California Healthcare Facilitv Campus, Stockton. CA Commissioning engineer for mechanical and control systems for this 1.4 - million -square -foot prison healthcare campus in Stockton for the California Department of Corrections and Rehabilitation. The scope included LEED Fundamental and Enhanced commissioning services as well as commissioning of special systems. The project was completed in August 2013 and achieved LEED Silver certification. The total construction value was $840 million. Client Reference: Mike Meredith, Project Director, (916) 255-3838, michaei mereditha..cdcrca. -ov Stanton Correctional Facilitv. Vacaville. CA Commissioning engineer for LEED and total building systems commissioning for this new 128,000 -square -foot correctional facility for the County of Solano. The project consists of a new 365 -bed detention facility, a support building, a new central plant, and renovation of an existing administration building. The project was completed in February 2015 and earned LEED Gold certification. The total construction value was $89 million. Client Reference: Kanon Artiche, Deputy Director, (707) 784-7900, krartiche(Dso anocounty corn Professional Profile Jeffrey Mikkelsen has 22 years of experience in engineering, primarily in HVAC controls system review, design, implementation, and management. As part of Enovity's commissioning team, he contributes to design reviews, conducts technical evaluations, performs full -scope commissioning tasks, generates commissioning documentation, and reviews contract documents. • � � i Appendix Years of Experience 19 (6 with Enovity) Education ■ M.S. Applied Mechanical Engineering, CSU—Chico ■ B.S. Civil Engineering, CSU—Chico Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael Steve Drennan, PE, PSP, CBCP, CEM, LEED AP SENIOR COMMISSIONING ENGINEER Project Role Provides technical and field support for commissioning of lighting controls. Relevant Experience Countv of Marin Emeruencv Operations Facilitv, San Rafael, CA Senior commissioning engineer for LEED and electrical systems commissioning for this County of Marin project. The project included renovation of an existing 328,000 -square -foot office building and an addition of approximately 113,000 square feet for a new Emergency Operations Facility. The project was completed in June 2014 and achieved LEED Gold certification. The total construction value was $50 million. Client Reference: Chuck Becker, Owner's Representative, (650) 324-5332, chuck0)novaoartners.com Sacramento Airport Terminal B Modernization Prooram, Sacramento, CA Lead commissioning engineer for mechanical, controls, IT, and security Credentials systems in the new $1.1 -billion landside terminal and airside concourse ■ Professional Engineer (Mechanical), CA facilities for the Sacramento County Airport System. Steve reviewed design ■ Certified Physical Security Professional documents and submittals; drafted the Commissioning Plan; witnessed (PSP) startups for mechanical, electrical, and plumbing systems; wrote functional • Certified Building Commissioning performance test procedures and witnessed testing for boilers, • lighting Professional (CBCP) controls, electrical systems, and integrated systems tests. The project was ■ Certified Energy Manager (CEM) ■ LEED Accredited Professional completed in October 2011 and achieved LEED Silver certification. Client Reference: Christopher Martin, Airport Facilities Manager, (916) 874-0650, Associations martinc(cDsaccounty net • ASHRAE California Healthcare Facilitv Campus, Stockton, CA Lead commissioning engineer for security/access control and fire/life safety systems in this 1.4 -million -square -foot medical and mental healthcare facility for the California Department of Corrections and Rehabilitation. In addition to LEED-required systems, the commissioning scope also included security (paging/intercom, CCTV, electronic locks, personal duress, and integrated electronic PLC -based access control), wastewater, materials handling, medical gas, and x-ray room protection systems. The project was completed in August 2013 and achieved LEED Silver certification. The total construction value was $840 million. Client Reference: Mike Meredith, Project Director, (916) 255-3838, michael.meredith(@cdcr ca aov Professional Profile Steve Brennan has worked as a member of Enovity's commissioning group for six years. Steve has 19 years of overall experience in engineering projects for commercial and residential applications. He has in -field experience in mechanical, electrical, plumbing, and other building systems and has worked in manufacturing plants, residential, small, and large commercial buildings. March 16, 2016 Appendix Years of Experience 4 (2 with Enovity) Education ■ B S Mechanical Engineering The California Maritime Academy Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael Atticus Velez, EIT COWSS`ONING ENGINEER Project Role Supports field commissioning activities and documentation through all phases of the project. Relevant Experience Fire Station No. 5. San Francisco. CA Commissioning engineer for LEED Fundamental and Enhanced commissioning services for this new two-story, 21,000 -square -foot fire station for the San Francisco Public Utilities Commission. The new facility will increase accommodation to five apparatus bays and provide additional sleeping quarters. The project is pursuing LEED Gold and project completion is expected in January 2019. The estimated construction value is $11 million. Client Reference: Bruce Chamberlain, Owner's Project Manager, (510) 229- 5629 bchamberlain6aDkw-enaineerina.com Fire Station No. 36. San Francisco. CA Credentials Commissioning engineer for LEED commissioning of this 10,000 -square -foot, ■ Engineer in Training; CA two-story fire station for the San Francisco Department of Public Works. The ■ Merchant Mariner Credential (MMC), No. renovation project involved architectural, structural, and MEP alterations. The 3383593 project was completed in November 2014 and achieved LEED Gold ■ Transportation Worker Identification certification. The total construction value was $3 million. Client Reference: Credential (TWIC) Gabriella Judd Cirelli, Project Manager, (415) 557-4707, aabnella.cirelli(cDsfdow ora San Francisco General Hospital Rebuild Prouram. San Francisco. CA Commissioning engineer for LEED and total building commissioning services for this new 448,000 -square -foot, nine -story acute care hospital for the San Francisco Department of Public Health. The hospital will open for patients in May 2016 and is pursuing LEED Gold certification. The total construction value is $887 million. Client Reference: Ron Alameida, Project Manager, (415) 557- 4763, Ronald.Aiameidaa_sfdow oro Oakland Airport Terminal One Renovation. Oakland. CA Commissioning engineer supporting total building systems commissioning of this 289,500 -square -foot renovation project for the Port of Oakland. The Terminal Improvement Program includes new spaces for ticketing, baggage handling, and security screening. The project is pursuing LEED Silver certification and will be completed in March 2016. The total construction value is $200 million. Client Reference: Frank Lobedan, Port Principal Engineer, (510) 466-7896, flobedan(ftortoak and.com Professional Profile Atticus Velez supports Enovity's commissioning group. He provides commissioning documentation as well as field support for mechanical, controls, electrical, security/access control, and other building systems. Prior to joining Enovity, Atticus was a member of the Marine Engineers Beneficial Association. He brings extensive experience maintaining and repairing the mechanical, plumbing, and electrical systems onboard merchant vessels. March 16, 2016 Appendix Proposal and Statement of Qualifications Commissioning Services for Essential Public Safety Facilities City of San Rafael ,APPENDIX B: COMMISSIONING SCOPE MATRIX March 16, 2016 Appendix _..:w.wsr . i4Tn�fi'�.'*.'�T�.� x�--�?iRn-nemi�.........�o��_......W..,.r_..—..._�.��.•—�;.:.-I3:':`-..".,�.w.-.r�•�.....`w+ca_.a_.�...,._....... 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(=p pay M n ^m o `�W �H C -) 3m n� W N CL O m= m Q d N C n LI_ >o a 0 o T C N I { = _ { a m mi m my m mom, iv�cS m _ vloZ vma I I fu ii' CL= m o Q s m n4� W onL) Q onm mw ' 7 G to 0 o 0 W m Z { 9 v m uM o -< c SCS -1 N � a a N v iuo w a { 9 { a c co a v ov n Q m O { T C N — i { O = _ S x N m 0 C O w m -0 n> o W m5 SLD ii' CL= m o .� MUF0 mw ' 7 G 0 o 0 W m M m m o m W^ a _x W O J E Ny W G Oa "mo v'4 m Om d m C m l9 7 'ry m vD enM ° ^v mmo =mo n y CQ mpm 'n mpm N o NA_ o (nA- o �-mo a O m 3m' cn0 cn m n r f� � r Si m 3 �-3 c m o O fn � o W a p p m in a m ;u <p A j nm o•'< m om vii o,m N 3 m N P+= ov x 1m o m a acv m m x � m m x m e m N o a oa �m n <�o 0 ' N. a -I N _ m N s y O m N a v 0 W x 0 O n m a .. y i v 9 m . n c 3 c v_ o m n > >3 m m = p tC O N y m Q d G V m m O 0 t2, 10 n 0 3 - rI Z ---MIN OP ID: D2 'a`co�ro CERTIFICATE OF LIABILITY INSURANCE I DATE 04/20/2016Y) 04/20/2016 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Snapp & Associates PHONE FAX Insurance Services, Inc. _LA/C —No ExeL__ (ac, No): 438 Camino del Rio So. #112 E-MAIL San Diego, CA 92108 PRODUCER Daniel E. Beck CUSTOMER ID #: ENOVIA INSURED Enovity, Inc. 100 Montgomery St. Ste. 600 San Francisco, CA 94104 INSURER(S) AFFORDING COVERAGE _ _ NAIC N INSURER A: Liberty Mutual Insurance Co.2304_3 INSURER B: Insurance Company of the West W 27847 INSURER C: Continental Casualty Company 20443 INSURER D wcuoco c INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR r �ADDL SUBRI POLICY EFF POLICY EXP 7 - LTR TYPE OF INSURANCE INSR WVD I POLICY NUMBER IMMIDDIYYYY) IMM/DD/YYYY) I LIMITS GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 A X COMMERCIAL GENERAL LLABILITY X X TB2Z91462570015 05/31/2015 05/31/2016 PREMREMII ESES RENTED' PS .Ea occyrrftac21 $ 500,000 CLAIMS MADE X OCCUR MED EXP (Any one person) $ 10,000 PERSONAL & ADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 2,000,000 GEN L AGGREGATE LIMIT APPLIES PER PRODUCTS COMPIOP AGG $ 2,000,000 POLICY X PRO- 1 JECT i LOC $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT accident) A X ANY AUTO AS2Z91462570045 05/31/2015 05/31/2016 BOD;LY BODILY INJURY (Par persar:l ALL OWNED AUTOS BODILY INJURY -Per acaee-A SCHEDULED AUTOS PROPERTY DAMAGE HIRED AUTOS (PER ACCIDENT) NON -OWNED AUTOS X UMBRELLA LIAB X I OCCUR EXCESS UAB CLAIMS -MADE A — TH7661066343015 05/31/2015 05/31/2016 DEDUCTIBLE X RETENTION S 10000 WORKERS COMPENSATION AND EMPLOYERS' LIABILITY B ANY PROPRIETOR/PARTNER/EXECUTIVE Y / N hNSD500444105 06/07/2015 06/07/2016 OFFICER/MEMBER EXCLUDED? ❑ N / A X (Mandatory In NH)INCLUDES USL&H If yes describe under DES RIP71ON qF OPERATIONS below C Professional EH254115735 07/10/2015 07/10/2016 Liability DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, If more space Is required) Re: Operations of the named insured subject to the terms and conditions of the policy. City of San Rafael, its officers, agents, employees, and volunteers are named as additional insured per policy form. Insurance is Primary and Noncontributory. Waiver of subrogation applies to the GL policy per policy form and the WC per the attached form. 30 days notice of CERTIFICATE HOLDER CANCELLATION EACH OCCURRENCE AGGREGATE X $ 1,000,000 $ $ $ $ 9,000,000 $ 9,000,000 $ S E L, EACH ACCIDENT $ E L. DISEASE - EA EMPLOYEE $ E L. DISEASE - POLICY LIMIT , $ 1,000,000 1.ann.nnn 1,000,UUU 2,000,000 4,000,000 CITYSAR SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Ci of San Rafael THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City ACCORDANCE WITH THE POLICY PROVISIONS. 1400 Fifth Avenue San Rafael, CA 94915-1560 AUTHORIZED REPRESENTATIVE ©1988-2009 ACORD CORPORATION. All rights reserved. ACORD 25 (2009/09) The ACORD name and logo are registered marks of ACORD NOTEPAD. HOLDER CODE CITYSAR ENOVI-1 PAGE 2 INSURED'S NAME Enovity, Inc. OP ID: D2 Date 04/20/2016 it cancellation, 10* days notice of cancellation in the event of nonpayment of premium. (a) Less than 55 feet long; and (b) Not being used to carry persons or property for a charge; Item 3. Damage To Premises Rented To You - Expanded Coverage A. The final paragraph of 2. Exclusions of Section I - Coverage A - Bodily Injury And Property Damage Liability is replaced by the following: Exclusions c. through n. do not apply to damage by fire, lightning or explosion or subsequent damages resulting from such fire, lightning or explosion including water damage to premises while rented to you or temporarily occupied by you with permission of the owner. A separate limit of insurance applies to this coverage as described in Section III - Limits Of Insurance. B. Paragraph 6. of Section III — Limits Of Insurance is replaced by the following: 6. Subject to Paragraph 5. above, the Damage To Premises Rented To You Limit is the most we will pay under Coverage A for damages because of "property damage" to any one premises, while rented to you, or in the case of damage by fire, lightning, explosion or subsequent damages resulting from such fire, lightning or explosion including water damage to premises while rented to you or temporarily occupied by you with permission of the owner. The Damage To Premises Rented To You Limit is the greater of: a. $300,000; or b. The Damage To Premises Rented To You Limit shown on the Declarations. C. Paragraph 9.a. of the definition of "insured contract" in Section V — Definitions is replaced by the following: a. A contract for a lease of premises. However, that portion of the contract for a lease of premises that indemnifies any person or organization for damage by fire, lightning, explosion or subsequent damages resulting from such fire, lightning or explosion including water damage to premises while rented to you or temporarily occupied by you with permission of the owner is not an "insured contract". D. The paragraph immediately following Paragraph (6) of exclusion j. of Section I — Coverage A — Bodily Injury And Property Damage Liability is replaced by the following: Paragraphs (1), (3) and (4) of this exclusion do not apply to "property damage" (other than damage by fire, lightning or explosion or subsequent damages resulting from such fire, lightning or explosion including water damage) to premises, including the contents of such premises, rented to you for a period of 7 or fewer consecutive days. A separate limit of insurance applies to Damage To Premises Rented To You as described in Section III — Limits of Insurance. Item 4. Bodily Injury To Co -Employees A. Paragraph 2. of Section II - Who Is An Insured is amended to include: Each of the following is also an insured: Your supervisory or management "employees" (other than either your "executive officers" (if you are an organization other than a partnership, joint venture or limited liability company) or your managers (if you are a limited liability company)) are insureds while in the course of their employment or while performing duties related to the conduct of your business with respect to "bodily injury": (1) To you; (2) To your partners or members (if you are a partnership or joint venture); LC 04 43 05 12 © 2012 Liberty Mutual Insurance. All rights reserved. Page 2 of 9 Includes copyrighted material of Insurance Services Office, Inc., with its permission. (3) To your members (if you are a limited liability company); or (4) To a co -"employee" or "volunteer worker" while that co -"employee" or "volunteer worker" is either in the course of his or her employment by you or while performing duties related to the conduct of your business (including participation in any recreational activities sponsored by you). Your "employees" (other than either your "executive officers" (if you are an organization other than a partnership, joint venture or limited liability company) or your managers (if you are a limited liability company)) or "volunteer workers" are insureds while in the course of their employment or while performing duties related to the conduct of your business for a Good Samaritan Act that results in "bodily injury": (1) To you; (2) To your partners or members (if you are a partnership or joint venture); (3) To your members (if you are a limited liability company); or (4) To a co -"employee" or "volunteer worker" while that co -"employee" or "volunteer worker" is either in the course of his or her employment by you or while performing duties related to the conduct of your business (including participation in any recreational activities sponsored by you). A Good Samaritan Act means an attempt to rescue or aid a person in imminent or serious peril, provided the attempt is not recklessly made. However, none of these "employees" (including supervisory or management "employees") or "volunteer workers" are insureds for the providing or failure to provide professional health care services. B. The insurance provided by this Item 4. will not apply if the injured person's sole remedy for such injury is provided under a workers' compensation law or any similar law. C. Other Insurance The insurance provided by this Item 4. is excess over any other valid and collectible insurance available to the insured, whether primary, excess, contingent or on any other basis. Item 5. Health Care Professionals As Insureds A. Paragraphs 2.a.(1)(a) and (d) of Section II - Who Is An Insured do not apply to "bodily injury" or "personal and advertising injury" arising out of the providing of or failure to provide professional health care services by any "employee" or "volunteer" of the Named Insured who is a "designated health care provider" if the "bodily injury" or "personal and advertising injury" occurs in the course and scope of the "designated health care provider's" employment by the Named Insured. B. With respect to "employees" and "volunteer workers" providing professional health care services, the following exclusions are added to Paragraph 2. Exclusions of Section I — Coverage A — Bodily Injury And Property Damage Liability and Paragraph 2. Exclusions of Section I — Coverage B — Personal And Advertising Injury Liability: This insurance does not apply to: (1) Liability assumed under an "insured contract" or any other contract or agreement; (2) Liability arising out of the providing of professional health care services in violation of law; (3) Liability arising out of the providing of any professional health care services while in any degree under the influence of intoxicants or narcotics; (4) Liability arising out of any dishonest, fraudulent, malicious or knowingly wrongful act or failure to act; or LC 04 43 05 12 © 2012 Liberty Mutual Insurance. All rights reserved. Page 3 of 9 Includes copyrighted material of Insurance Services Office, Inc., with its permission. (5) Punitive or exemplary damages, fines or penalties. C. The following definition is added to Section V - Definitions: "Designated health care provider" means any "employee" or "volunteer worker" of the Named Insured whose duties include providing professional health care services, including but not limited to doctors, nurses, emergency medical technicians or designated first aid personnel. D. Other Insurance The insurance provided by this Item 5. is excess over any other valid and collectible insurance available to the insured, whether primary, excess, contingent or on any other basis. Item 6. Knowledge Of Occurrence Knowledge of an 'occurrence" by your agent, servant or "employee" will not in itself constitute knowledge by you unless your "executive officer" or "employee" or other third party designated by you to notify us of "occurrences" has knowledge of the 'occurrence". Item 7. Notice Of Occurrence For purposes of Paragraph 2.a. of Section IV - Conditions, you refers to an "executive officer" of the Named Insured or to the "employee" designated by the insured to give us notice. Item 8. Unintentional Errors And Omissions Unintentional failure of the Named Insured to disclose all hazards existing at the inception of this policy shall not be a basis for denial of any coverage afforded by this policy. However, you must report such an error or omission to us as soon as practicable after its discovery. This provision does not affect our right to collect additional premium or exercise our right of cancellation or non -renewal. Item 9. Bodily Injury Redefinition The definition of "bodily injury" in Section V - Definitions is replaced by the following: "Bodily injury" means: a. Bodily injury, sickness or disease sustained by a person, including death resulting from any of these at any time; and b. Mental anguish, shock or humiliation arising out of injury as defined in Paragraph a. above. Mental anguish means any type of mental or emotional illness or distress. Item 10. Supplementary Payments - Increased Limits Paragraphs 1.b. and 1.d. of Section I - Supplementary Payments - Coverages A And B, are replaced by the following: b. Up to $3,000 for cost of bail bonds required because of accidents or traffic law violations arising out of the use of any vehicle to which the Bodily Injury Liability Coverage applies. We do not have to furnish these bonds. d. All reasonable expenses incurred by the insured at our request to assist us in the investigation or defense of the claim or "suit" including substantiated loss of earnings up to $500 a day because of time off from work. LC 04 43 05 12 © 2012 Liberty Mutual Insurance. All rights reserved. Page 4 of 9 Includes copyrighted material of Insurance Services Office, Inc., with As permission. Item 11. Property In Your Care, Custody Or Control A. Paragraphs (3) and (4) of exclusion j. of Section I — Coverage A — Bodily Injury and Property Damage Liability only apply to: 1. "Property damage" to borrowed equipment, or 2. "Property damage" to property in your care, custody and control while in transit. B. This insurance does not apply to any portion of a loss for which the insured has available any other valid and collectible insurance, whether primary, excess, contingent, or on any other basis, unless such other insurance was specifically purchased by the insured to apply in excess of this policy. C. Limits of Insurance Subject to Paragraphs 2., 3., and 5. of Section III — Limits Of Insurance, the most we will pay for insurance provided by Paragraph A., above is: $10,000 Each Occurrence Limit $25,000 Aggregate Limit The Each Occurrence Limit for this coverage applies to all damages as a result of any one 'occurrence" regardless of the number of persons or organizations who sustain damage because of that "occurrence". The Aggregate Limit is the most we will pay for the sum of all damages under this Item 11. Item 12. tVlobile Equipment Redefinition The definition of "Mobile Equipment" in Section V — Definitions is amended to include self-propelled vehicles with permanently attached equipment less than 1000 pounds gross vehicle weight that are primarily designed for: (1) Snow removal: (2) Road Maintenance, but not construction or resurfacing; or (3) Street cleaning. Item 13. Newly Formed Or Acquired Entities Paragraph 3. of Section II — Who Is An Insured is replaced by the following: 3. Any organization, other than a partnership or joint venture, you newly acquire or form and over which you maintain majority ownership or majority interest will qualify as a Named Insured if there is no other similar insurance available to that organization. a. Coverage under this provision is afforded only until: (1) The 180th day after you acquire or form the organization; (2) Separate coverage is purchased for the organization; or (3) The end of the policy period, whichever is earlier. b. Coverage A does not apply to "bodily injury" or "property damage" that occurred before you acquired or formed the organization; and LC 04 43 05 12 O 2012 Liberty Mutual Insurance. All rights reserved. Page 5 of 9 Includes copyrighted material of Insurance Services Office, Inc., with its permission. c. Coverage B does not apply to "personal and advertising injury" arising out of an offense committed before you acquired or formed the organization. Item 14. Blanket Additional Insured Where Required By Written Contract Paragraph 2. of Section 11 - Who Is An Insured is amended to add the following: e. Additional Insured by Written Contract or Written Agreement The following are insureds under the policy when you have agreed in a written contract or written agreement to provide them coverage as additional insureds under your policy: (1) Lessors of Leased Equipment: The person(s) or organization(s) from whom you lease equipment, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your maintenance, operation or use of equipment leased to you by such person(s) or organization(s). (2) Managers or Lessors of Premises: Any manager or lessor of premises leased to you in which the written lease agreement obligates you to procure additional insured coverage. The coverage afforded to the additional insured is limited to liability in connection with the ownership, maintenance or use of the premises leased to you and caused, in whole or in part, by some negligent acts or omissions of you, your "employees", your agents or your subcontractors. There is no coverage for the additional insured for liability arising out of the sole negligence of the additional insured or those acting on behalf of the additional insured, except as provided below. If the written agreement obligates you to procure additional insured coverage for the additional insured's sole negligence, then the coverage for the additional insured shall conform to the agreement, but only if the applicable law would allow you to indemnify the additional insured for liability arising out of the additional insured's sole negligence. This insurance does not apply to: (a) Any "occurrence" which takes place after you cease to be a tenant in that premises or to lease that land; or (b) Any premises for which coverage is excluded by endorsement. (3) Mortgagees, Assignees or Receivers: Any person(s) or organization(s) with respect to their liability as mortgagee, assignee or receiver and arising out of the ownership, maintenance or use of your premises. This insurance does not apply to structural alterations, new construction and demolition operations performed by or for that person or organization. (4) Owners, Lessees or Contractors: any person(s) or organization(s) to whom you are obligated by a written agreement to procure additional insured coverage, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of your "employees", your agents, or your subcontractors, in the performance of your ongoing operations. This insurance does not apply to "bodily injury", "property damage", or "personal and advertising injury" arising out of "your work" included in the "products -completed operations hazard" unless you are required to provide such coverage for the additional insured by the written agreement, and then only for the period of time required by the written agreement and only for liability caused, in whole or in part, by your acts or omissions or the acts or omissions of your "employees", your agents, or your subcontractors. There is no coverage for the additional insured for liability arising out of the sole negligence of the additional insured or those acting on behalf of the additional insured, except as provided below. LC 04 43 05 12 © 2012 Liberty Mutual Insurance. All rights reserved. Page 6 of 9 Includes copyrighted material of Insurance Services Office, Inc., with its permission. If the written agreement obligates you to procure additional insured coverage for the additional insured's sole negligence, then the coverage for the additional insured shall conform to the agreement, but only if the applicable law would allow you to indemnify the additional insured for liability arising out of the additional insured's sole negligence. This insurance does not apply to "bodily injury", "property damage" or "personal and advertising injury" arising out of the rendering of, or the failure to render, any professional architectural, engineering or surveying services, including: (a) The preparing, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; or (b) Supervisory, inspection, architectural or engineering activities. (5) Architects, Engineers or Surveyors: any architect, engineer, or surveyor engaged by you but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: (a) In connection with your premises; or (b) In the performance of your ongoing operations. This insurance does not apply to "bodily injury", "property damage" or "personal and advertising injury" arising out of the rendering of or the failure to render any professional services by orfor you, including: (a) The preparing, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; or (b) Supervisory, inspection, architectural or engineering activities. (6) Any Person or Organization Other Than a Joint Venture: Any person or organization (other than a joint venture of which you are a member) for whom you are obligated by a written agreement to procure additional insured coverage, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: (a) In the performance of your ongoing operations; or (b) In connection with premises owned by you. This insurance does not apply to: 1. Any construction, renovation, demolition or installation operations performed by or on behalf of you, or those operating on your behalf; 2. Any person or organization whose profession, business or occupation is that of an architect, surveyor or engineer with respect to liability arising out of the preparation or approval of maps, drawings, opinions, reports, surveys, change orders, designs, specification or the performance of any other professional services by such person or organization; or 3. Any person or organization more specifically covered in Paragraphs e.(1) through (5) above. The insurance afforded to any person or organization as an insured under this Paragraph 2.e.: (1) Applies only to coverage and minimum limits of insurance required by the written agreement or written contract, but in no event exceeds either the scope of coverage or the limits of insurance provided by this policy; LC 04 43 05 12 © 2012 Liberty Mutual Insurance. All rights reserved. Page 7 of 9 Includes copyrighted material of Insurance Services Office, Inc., with its permission. (2) Does not apply to any person or organization for any "bodily injury", "property damage" or "personal and advertising injury" if any other additional insured endorsement attached to this policy applies to that person or organization with regard to the "bodily injury", "property damage" or "personal and advertising injury": (3) Applies only if the "bodily injury" or "property damage" occurs, or offense giving rise to "personal and advertising injury" is committed, subsequent to the execution of the written agreement; and (4) Applies only if the written agreement is in effect at the time the "bodily injury" or "property damage" occurs, or at the time the offense giving rise to the "personal and advertising injury" is committed. Item 15. Blanket Additional Insured — Grantors Of Permits Paragraph 2. of Section II - Who Is An Insured is amended to add the following: Any state, municipality or political subdivision with respect to any operations performed by you or on your behalf, or in connection with premises you own, rent or control and to which this insurance applies, for which the state, municipality or political subdivision has issued a permit. However, this insurance does not apply to: 1. "Bodily injury", "property damage" or "personal and advertising injury" arising out of operations performed for the state, municipality or political subdivision; 2. Any "bodily injury" or "property damage" included within the "products -completed operations hazard", except when required by written contract or agreement initiated prior to loss; or 3. "Bodily injury", "property damage" or "personal and advertising injury", unless negligently caused, in whole or in part, by you or those acting on your behalf. Item 16. Waiver Of Right Of Recovery By Written Contract Or Agreement The following is added to Paragraph 8. Transfer Of Rights Of Recovery Against Others To Us of Section IV — Conditions: We waive any right of recovery because of payments we make under this policy for injury or damage arising out of your ongoing operations or "your work" included in the "products -completed operations hazard" that we may have against any person or organization with whom you have agreed in a written contract or agreement to waive your rights of recovery but only if the "bodily injury" or "property damage" occurs, or offense giving rise to "personal and advertising injury" is committed subsequent to the execution of the written contract or agreement. Item 17. Other Insurance Amendment If you are obligated under a written agreement to provide liability insurance on a primary, excess, contingent, or any other basis for any person or organization that qualifies as an additional insured on this policy, this policy will apply solely on the basis required by such written agreement and Paragraph 4. Other Insurance of Section IV — Conditions will not apply. Where the applicable written agreement does not specify on what basis the liability insurance will apply, the provisions of Paragraph 4. Other Insurance of Section IV — Conditions will govern. However, this insurance is excess over any other insurance available to the additional insured for which it is also covered as an additional insured by attachment of an endorsement to another policy providing coverage for the same "occurrence", claim or "suit". Item 18. Contractual Liability—Railroads Paragraph 9. of Section V - Definitions is replaced by the following: 9. "Insured Contract' means: LC 04 43 05 12 © 2012 Liberty Mutual Insurance. All rights reserved. Page 8 of 9 Includes copyrighted material of Insurance Services Office, Inc., with its permission. a. A contract for a lease of premises. However, that portion of the contract for a lease of premises that indemnifies any person or organization for damage by fire to premises while rented to you or temporarily occupied by you with permission of the owner is.not an "insured contract' b. A sidetrack agreement; c. Any easement or license agreement; d. An obligation, as required by ordinance, to indemnify a municipality, except in connection with work for a municipality; e. An elevator maintenance agreement; f. That part of any other contract or agreement pertaining to your business (including an indemnification of a municipality in connection with work performed for a municipality) under which you assume the tort liability of another party to pay for "bodily injury" or "property damage" to a third person or organization. Tort liability means a liability that would be imposed by law in the absence of any contract or agreement. Paragraph f. does not include that part of any contract or agreement: (1) That indemnifies an architect, engineer or surveyor for injury or damage arising out of: (a) Preparing, approving or failing to prepare or approve maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; or (b) Giving directions or instructions, or failing to give them, if that is the primary cause of the injury or damage; or (2) Under which the insured, if an architect, engineer or surveyor, assumes liability for an injury or damage arising out of the insured's rendering or failing to render professional services, including those listed in Paragraph (1) above and supervisory, inspection, architectural or engineering activities. LC 04 43 05 12 © 2012 Liberty Mutual Insurance. All rights reserved. Page 9 of 9 Includes copyrighted material of Insurance Services Office, Inc., with its permission. POLICY NUMBER: TB2-Z91-462570-015 COMMERCIAL GENERAL LIABILITY CG 20 10 04 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART A. Section II — Who Is An Insured. is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by: 1. Your acts or omissions; or 2. The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the additional insured(s) at the location(s) designated above. However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following additional exclusions apply: This insurance does not apply to "bodily injury" or "property damage" occurring after: Name Of Additional Insured Person(s) Or Organization(s): 1. All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or 2. That portion of "your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project. C. With respect to the insurance afforded to these additional insureds, the following is added to Section III —Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. SCHEDULE All persons or organizations with whom you have entered into a written contract or agreement, prior to an "occurrence" or offense, to provide additional insured status. Location(s) Of Covered Operations All locations as required by a written contract or agreement entered into prior to an 'occurrence" or offense. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. CG 20 10 0413 © Insurance Services Office, Inc., 2012 Page 1 of 1 POLICY NUMBER: TB2-Z91-462570-015 COMMERCIAL GENERAL LIABILITY CG 20 37 0413 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - COMPLETED OPERATIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART A. Section II — Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury" or "property damage" caused, in whole or in part, by ,.your work" at the location designated and described in the Schedule of this endorsement performed for that additional insured and included in the "products -completed operations hazard". However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. SCHEDULE Name Of Additional Insured Person(s) Or Organization(s): Location And Description Of Completed Operations All persons or organizations with whom you have All locations as required by a written contract or entered into a written contract or agreement, prior to an agreement entered into prior to an 'occurrence" or "occurrence" or offense, to provide additional insured offense. status. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. CG 20 37 0413 © Insurance Services Office, Inc., 2012 Page 1 of 1 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 00 0313 (Ed. 4-84) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. Schedule THE PREMIUM FOR THIS BLANKET WAIVER OF SUBROGATION ENDORSEMENT APPLIES TO ALL OPERATIONS OF THE INSURED AND WILL BE CHARGED AT 2% OF TOTAL MANUAL PREMIUM DEVELOPED FOR THE STATE OF NEVADA. NO MINIMUM CHARGE APPLIES. This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 06/07/2015 Policy No. WSD 5004441 05 Endorsement No. Insured ENOVITY INC Premium S INCL. Insurance Company INSURANCE COMPANY OF THE WEST Countersigned By WC 00 0313 (Ed . 484) 1983 National Council on Compensation Insurance. INSURED PROFESSIONAL SERVICES AGREEMENT/CONTRACT COMPLETION CHECKLIST AND ROUTING SLIP Below is the process for getting your professional services agreements/contracts finalized and executed. Please attach this "Completion Checklist and Routing Slip" to the front of your contract as you circulate it for review and signatures. Please use this form for all professional services aereem en ts/con tracts (not just those requiring City Council approval). This process should occur in the order presented below. Step Responsible Description Completion Department Date 1 City Attorney Review, revise, and comment on draft/�� agreement. Lt -tea, 2 Contracting Department Forward final agreement to contractor for their signature. Obtain at least two signed' originals from contractor. Y� 3 Contracting Department Agendize contractor -signed agreement for Council approval, if Council approval 2 - necessary (as defined by City Attorney/City Ordinance*). 4 City Attorney Review and approve form of agreement; bonds, nd insurance certitncates and en orsements. )24�,h. /l¢ 5 City Manager / Mayor / or Agreement executed by Council a hoir'-ized Department Head official. 6 City Clerk City Clerk attests signatures, retains original agreement and forwards copies to the 51 contracting department. To be completed by Contracting Department: kaovirgsst tial 4�Act (.�ts Project Manager: CY���_ 'j�p Project Name: Agendized for City Council Meeting of (if necessary): If you have questions on this process, please contact the City Attorney's Office at 485-3080. * Council approval is required if contract is over $20,000 on a cumulative basis. Esther Beirne From: Lawrence Moss Sent: Thursday, May 05, 2016 3:10 PM To: Esther Beirne Subject: FW: PSA with Enovity - Commissioning Services for Essential Facilities Phase I Attachments: 05 03 16 Checklist -LG and PSA for Commissioning Services -Essential Facilities Phase I- Enovity.pdf Esther: All insurance received and acceptable for Enovity (not able to insert into T drive today) Larry From: Laraine Gittens Sent: Wed 5/4/2016 11:13 AM To: Lawrence Moss Subject: PSA with Enovity - Commissioning Services for Essential Facilities Phase I Hello — Attached please find a copy of the Enovity, Inc. PSA for your review of insurance certificates and endorsements. Thanks, Larry. Laraine Laraine K. Gittens Legal Assistant I Office of the City Attorney City of San Rafael 1400 Fifth Avenue San Rafael, CA 94901 Tel: (415) 485-3080 Fax. (415) 485-3109 email: ine. rafael.or CONFIDENTIALITY NOTICE: This email and any attached files are CONFIDENTIAL and PRIVILEGED, intended only for the use of the individual or entity named as the recipient. If you have received this email in error., please destroy it and notify the sender by reply to laraine.aittens@citvofsanrafael.oro. Thank you. ROUTING SLIP / APPROVAL FORM INSTRUCTIONS: Use this cover sheet with each submittal of a staff report before approval by the City Council. Save staff report (including this cover sheet) along with all related attachments in the Team Drive (T:) --> CITY COUNCIL AGENDA ITEMS 4 AGENDA ITEM APPROVAL PROCESS 4 [DEPT - AGENDA TOPIC] Agenda Item # y, C, Date of Meeting: 5/2/2016 From: Cristine Alilovich Department: City Manager's Office Date: 4/22/2016 Topic: COMMISSIONING SERVICVES FOR THE ESSENTIAL FACILITIES PHASE 1 PROJECT SITES Subject: RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT WITH ENOVITY, INC. FOR COMMISSIONING SERVICES IN AN AMOUNT NOT TO EXCEED $163,500 AND SUBJECT TO FINAL APPROVAL BY THE CITY ATTORNEY Type: ❑ Resolution ❑ Ordinance ® Professional Services Agreement ❑ Other: APPROVALS ® Finance Director Remarks: approved with minor edit ® City Attorney Remarks: ETD Approved with minor changes to Staff Report. Addition of "Attachment B" to PSA needed.4/25/16 ® Author, review and accept City Attorney / Finance changes Remarks: All changes accepted. "Attachment B" added to top of PSA. 4/25/16 M City Manager Remarks: FOR CITY CLERK ONLY File No.: Council Meeting: Disposition: