Loading...
HomeMy WebLinkAboutCD Community Development On-Call Services 2022AGREEMENT FOR PROFESSIONAL SERVICES FOR ON-CALL SERVICES FOR THE COMMUNITY DEVELOPMENT DEPARTMENT This Agreement is made and entered into this Ib day of e� , 2022, by and between the CITY OF SAN RAFAEL (hereinafter "CITY"), and 4LEAF, INC. (hereinafter "CONSULTANT"). RECITALS WHEREAS, the CITY's Community Development Department ("CDD") is committed to providing timely and effective Community Development services to the public; and WHEREAS, the CDD is committed to providing timely response times and excellent customer service; and WHEREAS, the CDD occasionally experiences "peak volume" times during which permit applications, code complaints and/or inspection requests exceed the typical expected volume or receives requests that exceed the CITY's current staffing or resource levels to handle; and WHEREAS, the CITY has determined that retaining a full-service, on-call consulting firm to provide services for the CDD would allow the CITY to meet expectations for timely response and services to the public; and WHEREAS, on March 14, 2022, CONSULTANT submitted a full-service Statement of Qualifications for professional consulting services, including Plan Review, Inspection, Code Enforcement, Public Works, and Planning, attached hereto and incorporated herein as Exhibit A, and CONSULTANT is able to provide such services to the CITY upon request; and WHEREAS, based on the CITY's review of CONSULTANT's Statement of Qualifications, the CITY has determined that using CONSULTANT's services for Plan Review, Inspection, Code Enforcement, and Planning would help meet the public service needs and expectations of the CDD. AGREEMENT NOW, THEREFORE, the parties hereby agree as follows: PROJECT COORDINATION. A. CITY'S Project Manager. The Chief Building Official, Don Jeppson 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. CONSULTANT'S Project Director. CONSULTANT shall assign a single PROJECT DIRECTOR to have overall responsibility for the progress and execution of this Agreement for CONSULTANT. Kevin J. Duggan, President is hereby designated as the PROJECT DIRECTOR for CONSULTANT. Should circumstances or conditions subsequent to the execution of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the CONSULTANT shall notify the CITY within ten (10) business days of the substitution. 2. DUTIES OF CONSULTANT. CONSULTANT shall, upon request by the CITY's Project Manager, perform as -needed Community Development services outlined in Exhibit 1, Statement of Qualifications, to include some but not all of the services outlined in Section 3 - Scope of Services for Plan Review, Inspection, Code Enforcement and Planning tasks. DUTIES OF CITY. CITY shall pay the compensation as provided in Paragraph 4 and shall provide CONSULTANT with a workspace, materials and information reasonably necessary for CONSULTANT to perform the services required by this Agreement. 4. COMPENSATION. CONSULTANT shall perform duties on an as -needed basis and bill for services at the hourly billing rates set forth in Section 4 - Fee Schedule of Exhibit 1, Statement of Qualifications, provided that total compensation paid to CONSULTANT pursuant to this Agreement shall not exceed $75,000. Payment will be made monthly upon receipt by PROJECT MANAGER of itemized invoices submitted by CONSULTANT. Invoices must clearly show tasks worked on during hours logged. TERM OF AGREEMENT. The term of this Agreement shall be for 13 months commencing on June 1, 2022 and ending on June 30, 2023. 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 of up to 1 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. Revised 1/29/2020 D. Return of Documents. Upon termination, any and all CITY documents or materials provided to CONSULTANT and any and all of CONSULTANT'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. 7. OWNERSHIP OF DOCUMENTS. The written documents and materials prepared by the CONSULTANT in connection with the perfonnance of its duties under 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, CONSULTANT shall make available to CITY, or its agent, for inspection and audit, all documents and materials maintained by CONSULTANT in connection with its performance of its duties under this Agreement. CONSULTANT shall fully cooperate with CITY or its agent in any such audit or inspection. 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, CONSULTANT 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) 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 one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, to cover any claims arising out of the CONSULTANT's performance of services under this Agreement. Where CONSULTANT is a professional not required to have a professional license, CITY reserves the right to require CONSULTANT to provide professional liability insurance pursuant to this section. Revised 1/29/2020 4. If it employs any person, CONSULTANT shall maintain worker's compensation insurance, as required by the State of California, with statutory limits, and employer's liability insurance with limits of no less than one million dollars ($1,000,000) per accident for bodily injury or disease. CONSULTANT'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 CONSULTANT in subparagraph A of this section above shall also meet the following requirements: 1. Except for professional liability insurance or worker's compensation insurance, the insurance policies shall be specifically endorsed to include the CITY, its officers, agents, employees, and volunteers, as additional insureds (for both ongoing and completed operations) under the policies. 2. The additional insured coverage under CONSULTANT'S insurance policies shall be "primary and noncontributory" 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 CONSULTANT'S policies shall be at least as broad as ISO form CG20 0104 13. 3. Except for professional liability insurance or worker's compensation insurance, the insurance policies shall include, in their text or by endorsement, coverage for contractual liability and personal injury. 4. By execution of this Agreement, CONSULTANT hereby grants to CITY a waiver of any right to subrogation which any insurer of CONSULTANT may acquire against CITY by virtue of the payment of any loss under such insurance. CONSULTANT agrees to obtain any endorsement that may be necessary to effect this waiver of subrogation, but this provision applies regardless of whether or not CITY has received a waiver of subrogation endorsement from the insurer. 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 Revised 1/29/2020 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. No representation is made that the minimum Insurance requirements of this agreement are sufficient to cover the obligations of the CONSULTANT under this agreement. C. Deductibles and SIR's. Any deductibles or self-insured retentions in CONSULTANT'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 CONSULTANT shall procure a bond guaranteeing payment of losses and related investigations, claims administration, attorney's fees and defense expenses. D. Proof of Insurance. CONSULTANT 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 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 CONSULTANT. 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., CONSULTANT 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 CONSULTANT'S performance of its obligations or conduct of its operations under this Agreement. The CONSULTANT'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 CONSULTANT'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 CONSULTANT's work or work product by the CITY or any of its directors, officers or employees shall not relieve or reduce the CONSULTANT's indemnification obligations. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from CONSULTANT'S performance of or operations under this Agreement, CONSULTANT 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. Revised 1/29/2020 B. Where the services to be provided by CONSULTANT 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, then, to the extent permitted by law including without limitation, Civil Code sections 2782, 2782.6 and 2782.8, CONSULTANT shall indemnify and hold harmless the CITY and its officers, officials, and employees (collectively City Indemnitees) from and against damages, liabilities or costs (including incidental damages. Court costs, reasonable attorney's fees as may be determined by the Court, litigation expenses and fees of expert witnesses incurred in connection therewith and costs of investigation) to the extent they are caused by the negligence, recklessness, or willful misconduct of CONSULTANT, or any subconsultants, or subcontractor or anyone directly or indirectly employed by them, or anyone for whom they are legally liable (collectively Liabilities). Such obligation to hold harmless and indemnify any indemnity shall not apply to the extent that such Liabilities are caused in part by the negligence or willful misconduct of such City Indemnitee. 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 full period of time allowed by law. 12. NONDISCRIMINATION. CONSULTANT 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. CONSULTANT 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. CONSULTANT shall perform all services under this Agreement in accordance with these laws, ordinances, codes and regulations. CONSULTANT 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 BENEFICIARIES. CITY and CONSULTANT 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. Revised 1/29/2020 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: Don Jeppson, Chief Building Official City of San Rafael 1400 5�' Ave., San Rafael CA 94901 Don.]eppson rr citvofsanrafael.org TO CONSULTANT's Project Director: Kevin J. Duggan, President 4LEAF, Inc. 2126 Rheem Drive, Pleasanton, CA 94588 Kduggan@41earinc.com 16. INDEPENDENT CONTRACTOR. For the purposes, and for the duration, of this Agreement, CONSULTANT, its officers, agents and employees shall act in the capacity of an Independent Contractor, and not as employees of the CITY. CONSULTANT and CITY expressly intend and agree that the status of CONSULTANT, 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 CONSULTANT 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 CONSULTANT and the CITY. E. If any conflicts arise between the terms and conditions of this Agreement, and the terms and conditions of the attached exhibits or the documents expressly incorporated by reference, the terms and conditions of this Agreement shall control. Revised 1/29/2020 18. SET-OFF AGAINST DEBTS. CONSULTANT agrees that CITY may deduct from any payment due to CONSULTANT under this Agreement, any monies which CONSULTANT 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 ofthis 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. CONSULTANT shall obtain and maintain during the duration of this Agreement, a CITY business license as required by the San Rafael Municipal Code CONSULTANT 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 CONSULTANT has provided CITY with a completed Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and Certification). 22. SURVIVAL OF TERMS. Any terms of this Agreement that by their nature extend beyond the term (or termination) of this Agreement shall remain in effect until fulfilled and shall apply to both Parties' respective successors and assigns. 23. APPLICABLE LAW. The laws of the State of California shall govern this Agreement. 24. COUNTERPARTS AND ELECTRONIC SIGNATURE. This Agreement may be executed by electronic signature and in any number of counterparts, each of which shall be deemed an original, but all of which together shall constitute one document. Revised 1/29/2020 Counterpart signature pages may be delivered by telecopier, email or other means of electronic transmission. IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month and year first above written. CITY OF SAN RAFAEL d SC ,City er �r' LINDSAY LARA, City Clerk APPROVED AS TO FORM: iXR—O—B TF. EPSTEIN, City . ttomey Revised 1/29/2020 CONSULTANT ; 4LEAF, Inc. _ C By: Name: Kevin Dugg ir Title: President / Secretary [If CONSULTANT is a corporation, add signature of second corporate officer] By. oG cz►'Z Z Name: Gene Barry Title: Vice - President 4LEAF, INC. ENGINEERING CONSTRUCTION MANAGEMENT PLAN CHECK - BUILDING INSPECTION • PLANNING SECTION 4: FEE SCHEDULE 2022-2023 FEE SCHEDULE & BASIS OF CHARGES FOR THE CITY OF SAN RAFAEL All Rates are Subject to Basis of Charges PLAPI i r rr C V ST ST"11l, RIE VATES Plan Review Percentage: 65% Fee includes: Public Improvement Review Percentage: 50% ➢ Initial review and two (2) rechecks. Hourly Hourly Plan Review: $140 Non -Structural Review charges apply after three (3) or more $160 Structural Review rechecks. MWELO Landscape Plan Review Package (initial review I ➢ Shipping, courier, and electronic service. and coordination, 1 recheck, and certificate of completion parts 1-6): $980 Building & Fire PermitManager..................................................................................................................................$120/hour Senior Permit Technician....................................................................................................................$100/hour PermitTechnician...............................................................................................................................$90/hour Clerk/Administrator............................................................................................................................$80/hour Chief Building Official.........................................................................................................................$170/hour Senior Combination Building Inspector (Building Inspector III)..........................................................$135/hour Commercial Building Inspector (Building Inspector 11)......................................................................$115/hour Residential Building Inspector (Building Inspector 1)..........................................................................$98/hour Civil Plan Review (Grading, Improvement Plans) ............................... ....$170/hour ............................................ Structural Plan Review Engineer........................................................................................................$160/hour Non -Structural Plans Examiner..........................................................................................................$140/hour Fire Prevention Officer......................................................................................................................$155/hour Fire Protection Engineer(FPE)............................................................................................................$205/hour FirePlans Examiner. .................................................... ____ ............... ...................... . ...... ....... $145/hour Fire Inspector II.................................................................. $125/hour FireInspector I....................................................................................................................................$115/hour Inspectorof Record..........................................................................................................................$160/hour PublicWorks Inspector .... ...................................... ............................................................................. $155/hour DSA Class 1 / OSHPD A Inspector.......................................................................................................$155/hour DSA Class 2 / OSHPD B Inspector ...... ....................... ......................... ............................................... $115/hour DSAClass 3 / OSHPD C Inspector., ..................... .................................. ............................................. $105/hour Certified Access Specialist(CASp).......................................................................................................$170/hour GoFormz Software.................................................................................................................. $50/user monthly Hourlyovertime charge per inspector.....................................................................................1.5 x hourly rate Mileage (for inspections performed within the City)................................................................... IRS Rate + 20% Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 48 Section 4: Fee Schedule March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MANAGEMENT PLAN CHECK BUILDING INSPECTION PLANNING Code Enforcement ProjectManager............................................................................................................................... $180/hour Directorof Code Enforcement......................................................................................................... $170/hour Senior Code Enforcement Officer..................................................................................................... $125/hour CodeEnforcement Officer................................................................................................................ $105/hour Administrative Support................................................................. ..... $80/hour Planning Principal-in-Charge........................................................................................................................... $275/hour HousingPolicy Director..... ............................................................................................................... $220/hour PlanningDirector................................................................................................... ................... ....... $200/hour Principal/Planning Manager............................................................................................................. $170/hour ................... . Senior Planner........................................................................................................... ... $155/hour AssociatePlanner.............................................................................................................................$135/hour AssistantPlanner.................................................................................................... ............... $110/hour Senior Planning Technician.....................................................................................................•......--- $100/hour PlanningTechnician..........................................................................................................•............... $90/hour Project Manageniezit ProjectManager.................................................................................................................................$185/hour Principal-in-charge..............................................................................................................................$275/hour BASIS OF CHARGES - BUILDING, FIRE, & PLANNING Rates are inclusive of "tools of the trade" such as forms, telephones, and consumables. • All invoicing will be submitted monthly. • Staff Augmentation work (excluding plan review) is subject to 4 -hour minimum charges unless stated otherwise. Services billed in 4 -hour increments. • Most plan reviews will be done in 10 business days or less and 5 business days or less for re -checks. This is not inclusive of holidays or the day of the pick-up of plans. • Expedited reviews will be billed at 1.5x the plan review fee listed in the fee schedule. Return time will be within seven (7) days of receipt of the plans from the District. • Plan review of deferred submittals & revisions will be billed at the hourly rates listed. ■ All plan review services will be subject to a $250.00 minimum fee if percentage -based fee or two (2) hour minimum charge if hourly rates apply. • Larger complex plan reviews can be negotiated to achieve the best possible pricing. 4LEAF has a proven track record of working with municipalities to provide expedited reviews with discounted pricing when applicable. • 4LEAF assumes that these rates reflect the FY2022-2023 contract period. 3% escalation for FY2023-2024 and FY2024-2025 is negotiable per market conditions. • Overtime and Premium time will be charged as follows: - Regular time (work begun after 5AM or before 4PM) 1 x hourly rate - Nighttime (work begun after 4PM or before 5AM) 1.125 x hourly rate Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 49 Section 4: Fee Schedule March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MANAGEMENT PLAN CHECK BUILDING INSPECTION PLANNING - Overtime (over 8 -hour M -F or Saturdays) 1.5 x hourly rate - Overtime (over 8 hours Sat or 1St 8 -hour Sun) 2 x hourly rate - Overtime (over 8 hours Sun or Holidays) 3 x hourly rate • Overtime will only be billed with prior authorization of the designated District personnel. • All work with less than 8 hours rest between shifts will be charged the appropriate overtime rate. • In accordance with California's Meal Break and Rest Break Law requirements, Client will be billed one (1) additional hour per day at the regular time rate for each missed meal or rest break due to Client - directed tasks or requirements. Client should allow 4LEAF's non-exempt, hourly employees the opportunity to take their entitled rest and meal breaks during each work shift. • Mileage driven during the course of Inspections will be charged at cost plus 20%. • Payment due on receipt. All payments over 30 days will be assessed a 1.5% interest charge. • Client shall pay attorneys' fees, or other costs incurred in collecting delinquent amounts. • Client agrees that 4LEAF's liability will be limited to the value of services provided. BASIS OF CHARGES - PREVAILING WAGE • Rates shown assume the projects will require compliance with California Prevailing Wage rate requirements and assumes the Client will be filing a PWC -100 Form to the California Department of Industrial Relations (DIR) for the projects. • Rates for prevailing wage categories are subject to annual escalations in accordance with the bi-annual wage determinations from the California DIR. • Per the new requirements being enforced under SB 854 and because it is assumed that a PWC -100 Form will be filed by the Client to the CA DIR for each project, 4LEAF is required to notify an authorized Apprenticeship Committee through submittal of a DAS-140 form. We are then required to make an official request to an authorized Apprenticeship Committee for an apprentice by submitting a DAS-142 form. We are not assured the apprenticeship committee will be able to provide a suitable / qualified apprentice for the project. Per the apprenticeship requirements, the hours worked by the apprentice must be in a ratio of 1:5 for apprentice to journeyman hours. 4LEAF will not know the labor classification of the Public Works Apprentice until an Apprentice is dispatched to the site; therefore, the rates for the five Periods listed under the California DIR's Wage determination for Building Construction Inspector were used to determine the range of hourly rates for Public Works Inspector Apprentice. ■ Pre -approved Overtime and Premium hours for labor categories subject to Prevailing Wage requirements will be charged per the following: Nighttime (work begun after 4PM or before 5AM) 1.125 x hourly rate Overtime (over 8 hour M -F or Saturdays) 1.35 x hourly rate Overtime (over 8 hours Sat or 1St 8 hour Sun) 1.85 x hourly rate Overtime (over 8 hours Sun or Holidays) 2.35 x hourly rate • All invoicing will be submitted monthly. ■ All work with less than 8 hours rest between shifts will be charged the appropriate overtime rate. • In accordance with California's Meal Break and Rest Break Law requirements, Client will be billed one (1) additional hour per day at the regular time rate for each missed meal or rest break due to Client - directed tasks or requirements. Client should allow 4LEAF's non-exempt, hourly employees the opportunity to take their entitled rest and meal breaks during each work shift. Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 50 Section 4: Fee Schedule March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MANAGEMENT PLAN CHECK BUILDING INSPECTION PLANNING • Subconsultant Invoices will be assessed a 10% Administrative Processing Fee. • Project -related mileage for inspections will be billed at the allowable IRS Rate. • Payment due on receipt. All payments over 30 days will be assessed a 1.5% interest charge. • Client shall pay attorneys' fees, or other costs incurred in collecting delinquent amounts. • Client agrees that 4LEAF's liability will be limited to the value of services provided. Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 51 Section 4: Fee Schedule March 14, 2022 EXHIBIT 1 MARCH 14, 2022 QUALIFICATIONS TO PROVIDE COMMUNITY DEVELOPMENT, PUBLIC WORKS, AND FIRE SERVICES s,: FOR THE CITY OF SAN RAFAEL s "ij -�� .• _,yam ��a ., 1. .Z ` �-i _• � •.t... _ -. fir- •.� •-� " ., .. R .- - ' •._ �' -�•�. Y'C'c".:r ._ .; _r r. _ mac• .w�i—.�Y� . .. , • _ - Y _ }-s_••—:.i - �-,� azi- rir.. •_.wry ' - - .. - -_. - ,,,�S-�r",>r' �...�r'••5ms..... ^i!.r.:r. .iv»�. _ _ _.�. • -"bye,' � •:_ _ 7.+�.+ r"•': _ C •1,�' .l � •x SECTION 1 Cover Letter SECTION 2 Profile of the Firm J SECTION 3 Scope of Services 7 o Plan Review ■ o Inspection 14 o Code Enforcement 19 o Public Works 25 o Planning 37 o Fire 43 SECTION 4 Fee Schedule 48 March 14, 2022 QUALIFICATIONS TO PROVIDE COMMUNITY DEVELOPNEMT, PUBLIC WORKS, AND FIRE SERVICES FOR THE CITY OF SAN RAFAEL 4LEAF, INC. ENGINEERING • CONSTRUCTfON MANAGEMENT • INSPECTION • PLAN CHECK • PLANNING J City of San Rafael March 14, 2022 Community Development 1400 Fifth Avenue San Rafael, CA 94901 Attn: Don C. Jeppson, AIA, CBO, Chief Building Official RE: Qualifications to Provide Community Development, Public Works, and Fire Services. Dear Mr. Jeppson, 4LEAF, Inc. (4LEAF) is pleased to present our qualifications to provide full services to the City of San Rafael (City). 4LEAF has been providing a range of services to 300+ clients throughout California for more than 20 years and we are humbled to show the City the extent of what we can offer. 4LEAF is the ideal consultant choice for the following reasons: 0 Local Presence 4LEAF works with many local municipalities providing the requested services. We have the local personnel ready to service the City and are supplying services to approximately 300 public agencies throughout California, including Northern California municipalities such as: • City of Larkspur • City of Mill Valley • City of Richmond • City of Marin a Town of Tiburon • City of San Pablo ■ City of Corte Madera • Angel Island State Park • City of Pinole • City of San Anselmo • Ross Valley Fire Dept. • City of EI Cerrito 0 Plan Review 4LEAF is one of the Building & Safety industry's leader in Plan Review Services, which includes Structural Engineers, CASp, and Mechanical/Electrical/Plumbing/Fire Plan Review staff. We provide courier services that guarantee less than 24-hour pickup and delivery of all plan reviews performed off- site, and we also offer electronic and expedited plan review services. R1 Inspection At over 200, 4LEAF has the largest group of building inspectors in California. We have a proven track record of providing ICC -certified inspectors as -needed staffing for short-term needs including one day assignments to cover staff training, sick days, vacation days, or spikes in permit activity. D CASp Expertise 4LEAF has 16 Certified Access Specialists on staff. We have performed CASp inspection and plan review projects and have consulted on numerous construction projects for accessibility questions and advice for several our clients. Planning We expand our services organically as industry and client needs fluctuate and have been aggressively advancing our Planning Division over the past few years. We have staff ranging from Planning 2126 RHEEN9 DRIVE JLEASANTON. CA 94588 . PHONE (925) 462-5959 • FAx (925) 462-5958 8896 N WINDING WAY FAIR OAKS, CA 95628 0 PHONE (916)96S-0010 • FAX(916)965-0013 Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael. Technicians to Principal Planners with specialties including, but not limited to Housing Policy, Entitlements, CEQA, and Current- and Long -Range Planning. D Code Enforcement 4LEAF staff have the experience in working with property owners and other responsible parties to bring properties and/or conditions into compliance. Our Code Enforcement team is skilled in using processes including issuing administrative citations to establish whether violations of law exist on a property and ensuring compliance. CEJ Public Works As one of our earliest provided scopes, 4LEAF has more than 20 years of experience providing Construction Management and Inspection services. Our team has experience managing and inspecting construction projects such as street pavement reconstruction and rehab, underground utilities, roadway and streetscape improvements, building and facility improvements, and parks. Q Fire The 4LEAF Fire team is comprised of experienced Fire Protection Engineers, ICC Certified Fire Plans Examiners, and other experts who specialize in Fire Life Safety Plan Review, Inspection, and Disaster Recovery. In addition, we have five major fire recovery programs in Sonoma County, the Town of Paradise, Santa Cruz County, Solano County, and Jackson County, OR. These projects range from the several million to billions of dollars of construction valuation. 0 Leadership The contract with the City of San Rafael will be managed by Nick Henderson, CBO. Nick is a highly experienced ICC Certified Building Official with extensive administration and project management experience spanning over 40 years. Nick is a valuable team member and skilled Project Manager who will dedicate his time and resources to fulfilling the needs communicated by the City. LZ Contact Nick Henderson, CBO Kevin J. Duggan f 2126 Rheem Drive Office: (925) 462-5959 Office: (925) 462-5959 Pleasanton, CA 94588 Mobile: (951) 217-2590 Mobile: (925) 250-7602 I Office: (925) 462-5959 Email: NHenderson@41eafinc.com Email: KDuggan@41eafinc.com Website: 4LEAFINC.COM We appreciate this opportunity to present our qualifications. Should you have any questions, please do not hesitate to reach out using the contact information above. Respect€uliy submitted, Kevin J. Duggan President iL __ ick Henderson, CBO Project Manager 2126 RHEEM DRIVE PLEASANTON. CA 94588 A PHONE (925) 462-5959 FAx (925) 462-5958 8896 N WINDING WAY FAIR OAKS, CA 95628 PHONE (916) 965-0010 FAX(916)965-0013 March 14, 2022 QUALIFICATIONS TO PROVIDE COMMUNITY DEVELOPNEMT, PUBLIC WORKS, AND FIRE SERVICES FOR THE CITY OF SAN RAFAEL 4LEAF, INC. ENGINEERING , CONSTRUCTION MANAGEMENT PLAN CHECK. BUILDING INSPECTION - PLANNING SECTION 2: PROFILE OF THE FIRM 4LEAF is a California "C" Corporation that was established in 1999 and incorporated in 2001. Our extensive team of professionals are fully equipped with training and experience to provide complete services including Plan Review, Project Inspection, and Code Enforcement to municipal Building, Planning, Fire, and Public Works Departments. Our goal is to set the industry standard for excellent customer service, and we have grown to more than 300 personnel (including more than 175 Building Inspectors) throughout California, Oregon, Washington, Nevada, and New England. Management Team Executive Project Manager: Craig Tole Phone: (925) 580-4055 Email: CTole@41eafinc.com Director of Building Services/PM: Nick Henderson, CBO Phone: (951) 217-2590 Email: NHenderson@41eafinc.com Director of Code Enforcement: Pete Roque Phone: (562) 569-0098 Email: PRoque@41eafinc.com Office Locations Bay Area - Headquarters 2126 Rheem Drive Pleasanton, CA 94588 Southern California 5140 Birch Street, Second Floor Newport Beach, CA 92660 San Diego 402 West Broadway, Suite 400 San Diego, CA 92101 Mission Santa Cruz 701 Ocean Street Santa Cruz, CA 95060 Director of Fire & Recovery: Michael Renner, CBO Phone: (925) 580-4055 Email: CTole@41eafinc.com Director of Building Ops: Mike Leontiades, CBO Phone: (925) 681-8842 Email:.MLeontiades@41eafinc.com Director of Planning: Daniel Hortert, AICP Phone: (925) 708-4209 Email: DHortert@41eafinc.com Sacramento 8896 North Winding Way Fair Oaks, CA 95628 Paradise 6848 Skyway, Suite F Paradise, CA 95969 Washington 1201 Pacific Avenue, Suite 600 Tacoma, WA 98402 4LEAF Consulting, LLC 125 E. Reno Ave., Suite 3 Las Vegas, NV 89119 New England 132 Central St., Suite 210 Foxboro, MA 02035 4LEAF strives to be the best firm by providing our clients with outstanding customer service and first-rate services. We put our philosophy into action by building client relationships and prioritizing the needs of our clients—this has led us to become an industry leader in providing Building & Safety Services to both public and private clients. We have worked with Building, Fire, Planning, and Public Works departments in the construction, rehabilitation, and repair of public and private buildings and have partnered with design review and preservation boards to determine building improvement criteria and associated project requirements. Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 3 Section 2: Profile of the Firm March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN. We have a depth of experience in working with all types of building structures and have performed Inspection and Plan Review services on more than $50 billion dollars in construction throughout the past 20 years. We have been aggressively expanding our Code Enforcement and Planning Divisions in recent years and have doubled our team of professionals in these areas to further strengthen our project endeavors. 4LEAF's Code Enforcement staff is dedicated to preserving and enhancing the quality of life for the residents in our client jurisdictions and work toward a goal of resolving problems efficiently and safely. Enforcing and upholding municipal codes (including weed and community preservation, unpermitted construction, unsafe property conditions, hazards to public health, and zoning) is of utmost importance to us. Our Code Enforcement Division endeavors to improve communities through education, cooperation, and responsive enforcement. Our Community Development staff have worked with Building and Planning Departments in the construction, rehabilitation, and repair of both public and private buildings as well worked with design review and preservation boards to determine the design criteria and associated project requirements of building improvements. In addition, our staff has performed inspections and plan reviews for public and private building structures for compliance with life -safety and accessibility requirements. We have provided plan review and inspection services for thousands of residential projects, tenant improvements, and complex commercial projects including marijuana facilities office campuses, parking garages, hotels/resorts, transportation facilities, city/county-owned buildings, universities, hospitals, sports arenas, infrastructure, essential service facilities, solar projects, and laboratories. In addition, our team has performed inspections and plan reviews for public and private building structures for compliance with life -safety and Americans with Disabilities Act (ADA) accessibility requirements. We have a proven track record of reviewing and inspecting projects of all sizes and complexities including: Type B Commercial Construction Refinery Facilities Laboratories City/County-Owned Facilities Site Work Power & Energy Large Campuses Waterfront Marijuana Facilities Fire Recovery Services Multi -Family Projects Military Projects Stadiums/Arenas Healthcare Facilities Essential Service Facilities Commercial Office Parks Transportation Facilities Detention Facilities Professionals Title ICC Certified Plans Examiners # of Staff 40+ Title ICC Certified Inspectors & IORs # of Staff 175+ ICC Certified Building Officials 20+ Registered Architects 5+ Registered Engineers (PE, SE) 20+ ICC Permit Technicians 30+ Code Enforcement Staff (PC832) 25+ CASp 16 Construction Managers/Inspectors 40+ Fire Plans Examiners & Inspectors 30+ Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 4 Section 2: Profile of the Firm March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN. Snapshot of Services • Leed Accredited Professionals ■ Inspectors of Record • Program Analysis & Studies • Correcting Code Deficiencies • Investigating Complaints ■ Violation Issuance • Jurisdictional Inspectors •*e Residential & Commercial • ICC -certified Plan Reviewers • Certified Accessibility Specialists • ICC -certified Building Officials • Complete Building Dept. Services • On- and Off -Site Plan Review • Property Condition Surveys • Industrial, Energy, & Solar Plan Review and Inspections • Compliance for Site Access Reqs. • Compliance for Fire Flow Reqs. • Review of Fire Prevention, Suppression, and Detection Systems • Code Compliance for Sprinkler, Standpipe, Alarm, Notification Systems, and Fire Pump • Hazardous Occupancies, High Piled Storage, and Smoke Control Systems • Review of Alternate Means • Review of Methods Requests • Annual Business Inspections • Complete Fire Prevention Services • Fire Alarm/Sprinkler Inspections • Special Event Permits • Hazardous Materials Inspections • Current and Long -Range • Phase I & II Environmental Assmnts. • CEQA Review • Initial Studies • Environmental Impact Reports (EIR) • Emer. Ordinance & Policy Drafting • Review for Rebuilds and Temporary Housing • Housing & Safety Elements • Site Inspections • Application Processing • Developing Submittal Forms • Property Research • Land Use Applications ■ Design Review • Cannabis Regulations Management Team 4LEAF understands that our role is to be an advocate on behalf of the City of Austin and represent the City's best interests. 4LEAF's team will function as an extension of your staff, seamlessly integrating with the personnel and practices established by the City while adding the perspective and expertise that only 4LEAF can offer. Our goal is to have our staff integrate with yours and be accepted as an essential part of the City. Our team includes: Craig Tole — Director of Develo_ pment Services/Executive Project Manager Craig Tole has been the Director of the 4LEAF Development Services team for the past 16 years. He is responsible for municipal client management including staff recruitment, hiring, and placing for all building department personnel for positions such as Permit/Counter staff, Building Officials, Plans Examiners, Residential and Commercial Inspectors, and Inspection services for complex commercial developer funded projects. Office- (949) 877-9432 1 Cell- (925) 580-4055 1 Email -CTole@41eafinc.com ]Hick Henderson, CB0 — Director of Building Services/Project Manages Nick has more than 42 years' experience in Construction, Inspection, Management and Development. Nick plans, organizes, and directs activities regarding construction and maintenance of structures and facilities and inspects and reviews all complex phases of commercial, residential, multi -family, and tenant improvement projects. He is familiar with municipal, building, electrical, mechanical, plumbing, zoning, fire, sanitation, and related California Title 24 and Title 25 codes and is skilled in performing reviews on plan submittals of residential, commercial, and photovoltaic projects for code construction compliance. Office - (916) 965-0010 1 Cell - (951) 217-2590 1 Email - NHenderson@41eafinc.com Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 5 Section 2: Profile of the Firm March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, Raylee_Glas_ser, C$0 - Director of jurisdictional Services Raylee is an ICC Certified Residential Building/Fire/Plumbing Inspector, Plans Examiner, and Permit Technician with 17+ years of Municipal Building Department experience. Raylee is responsible for training, mentoring, and placing staff to Building and Fire Departments. She currently manages a team of over 20. Office - (925) 462-5959 1 Cell - (925) 708-4209 1 Email - RGlasser@41eafinc.com Michael Renner. CBO - Director of Fire & Recovery Services Michael has successfully guided development department staff in Inspection and Plan Review through all phases of complex and capital -intensive projects. He is experienced utilizing development department permitting software and directing all department responsibilities, including plan review, multi -discipline inspections, office and field supervision, regulatory compliance, code interpretation, and project acceptance. Office - (925) 462-5959 1 Cell - (925) 785-3581 1 Email - MRenner24leafinc.com Mike Leontiades,_C130 - Director of Pian Review and Inspection As a former Building Official of the Town of Danville, Mike understands the municipal environment. Mike is responsible for a team that has collectively performed more than $16 billion of Building & Safety work. Mike will handle all Building Department requests and assist the Plan Review team on all requests made by the City. Office - (925) 462-5959 1 Cell - (925) 681-8842 1 Email - MLeontiades@41eafinc.com Pete Roque - Director of Code Enforcement Pete is a Code Enforcement expert with over 17 years of experience in the field and has served as Code Enforcement Administrator, Code Enforcement Manager, and Community Development Inspector II for multiple public agencies. Pete is skilled in Code Compliance, Emergency Management, Law Enforcement, Disaster Response, and Plan Review. Office - (925) 462-5959 1 Cell - (562) 569-0098 1 Email -PRoque@41eafinc.com Dalziel Hortei-t. AICP - Director of Plaiuiing Daniel has 30+ years of Planning and Development services experience including over 20 as a public servant for municipalities. Daniel is experienced in land development, construction, community engagement/education, project management, compliance review, project oversight, and residential, commercial, and industrial site planning. Office - (925) 462-5959 1 Cell - (925) 999-6184 1 Email - DHortert@41eafinc.com Eli All plan check pick-up requests will include Mike and Raylee when sent to pickup@41eafinc.com. Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 6 Section 2: Profile of the Firm March 14, 2022 March 14, 2022 QUALIFICATIONS TO PROVIDE COMMUNITY DEVELOPNEMT, PUBLIC WORKS, AND FIRE SERVICES FOR THE CITY OF SAN RAFAEL 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, SECTION 3: SCOPE OF WORK - PLAN REVIEW Plan Review Services 4LEAF will provide Plan Review for any and all types of structures to ensure compliance with all adopted codes, local ordinances (including Tier 1 of Cal Green, if required) and State and federal laws that pertain to Building and Safety, and for compliance with the adopted International Code Council (ICC) Building, Plumbing, Electrical, Mechanical, National Fire Protection codes and standards, and the Accessibility and Noise and Energy Conservation requirements as mandated by the State of California Title 24, State of California Water Efficient Landscape Ordinance, the State of California Certified Access Specialist (CASp) compliance, and all other applicable ordinances. The types of projects we provide these services for include Single -Family Dwellings, large Multi -Family Mixed -Use Dwelling Units, Commercial, and Industrial. Approach We understand that the specific building plan review responsibilities will include, but are not limited to: • Examining plans, drawings, specifications, computations documents, soils reports, and additional data; • Ascertaining whether projects are in accordance with applicable building and fire codes, and City ordinances, including but not limited to Title 24 and Title 25; • Performing such reviews as structural, MEP, green building, fire and life safety, grading and drainage; • Reviewing plans to ensure conformity to the required strengths, stresses, strains, loads, and stability as per the applicable laws; • Reviewing plans to ensure conformity with use and occupancy classification, general building heights and areas, types of construction, fire resistance construction and protection systems, means of egress, accessibility, structural design, soils and foundations; and masonry; ■ Providing additional plan review services as requested by the City; • Conducting all plan review at the City Department or at a site mutually agreed upon in writing and; ■ Supplying all plan review staff with all code books and other basic professional references. On- and Off -Site Review 4LEAF can supply Registered Professional Engineers to the City to work on-site performing structural plan review and non-structural reviews at the jurisdiction's discretion. Our experience includes checking for compliance with the structural, life -safety, accessibility, plumbing, mechanical, electrical, fire, and local codes/ordinances. Process Mal2ping 4LEAF aims to bring departmental processes together by identifying and eliminating obstacles to streamline processes. Our subject -matter experts visit e n ergev each department within a jurisdiction to conduct an analysis of existing processes, identify how best to streamline separate departmental processes to improve workflow, and provide guidance and recommendations on an improved work plan. 4LEAF implementation staff work both on- and off-site during this process and offer extensive training to existing municipal staff members on the use of a jurisdiction's preferred permitting software. We have a robust amount of experience with software that aids in the implementation of process mapping, such as e-PlanSoft, TRACKiT, EnerGov, Accela, and iWorq. Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 7 Section 3: Scope of Work— Plan Review March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, Plan Review OA/AC Review Process Taslc 1 — Project Tracking Set-up The first step of our process will be to set up the project in our system to enable 4LEAF and the City of San Rafael each to track the progress of the review. Our plan tracking procedures are designed to track each submittal throughout the review process and maintain accurate and comprehensive records for each submittal. Task 2 - C0111DICtIC SL11)111ittal Review Upon receiving the plans from the City, 4LEAF will triage (preliminary plan review performed by 4LEAF plan review project lead) the submittal to verify that the submittal received is complete (i.e., all pertinent plans, calculations, reports, and other related documents) in order that we can begin our review. If the submitted package is incomplete, we will communicate with the City to discuss the deficient documents needed to proceed with our review. Task 3 - Plan RevieW As!5iggRient After the triage process is performed and a complete package is verified, the project will be assigned to the most qualified Plans Examiner and a turnaround time will be established. We will log each application into our database the same day the plans are received to assure that they are routed in a timely manner and to allow for daily project tracking. Task 4 - Plan Review 4LEAF will provide the project contact (Developer, Contractor, Architect, or Engineer) desired by the City of San Rafael with a list of any items needing correction and clarification to comply with applicable building codes, ordinances, and regulations. A correction list will be created based on the missing codes and ordinances. Task_S - Quality Control Prior to submitting the plan review correction list to the City, the designated plan review project lead will review the correction list for adherence to applicable codes and ordinances as well as for accuracy and completeness. After completion of our quality control review a correction list will be e-mailed to a designated staff member at the City of San Rafael or as directed by the City. The correction list and a 4LEAF transmittal form will include the following information: a description of the work, type of construction, occupancy group, square footage, number of floors, and sprinkler requirements. Task 6 - Plan Review Rechecks Plans received for rechecks will be reviewed for conformance. Our goal is to actively work with the designers to resolve all unresolved issues after our second review. If it appears that there are complicated issues that might cause a project to go beyond our second review, we will communicate directly with the designer to resolve these concerns. 'Task 7 - Project Aum -oval Once the final plan reviews are completed and ready for approval, 4LEAF will organize the plans and supporting documents per the City of San Rafael processing requirements and return them to the City, along with our letter of completion. Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 8 Section 3: Scope of Work — Plan Review March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, 4LEAF's EZPIan Review EZPIan Review is our in-house tracking software that acts as a communication tool between 4LEAF and the jurisdictions we work with. The use of EZPIan makes communication easy. This web portal allows users visualize project due dates, notes, and status updates so that projects can be followed from start to finish. Additionally, 4LEAF provides electronically stamped and uploaded copies of approved project plans, a value which saves clients time and resources. With the use of EZPIan, 4LEAF hopes to provide a level of ease and transparency during the off-site plan review process. Sonoma County Fire Recovery Dashboard y ms��ccsraae�¢�e� �- Document Control When plans and documents are received for review, 4LEAF's Plan Review Manager and Document Control Technician analyze the project, creates a job number, and completes a Job Setup Sheet. This form highlights both the jurisdiction, applicable contact information, and all project specific design criteria and notes. Jobs are then transmitted through 4LEAF's easily accessed EZPIan Review Portal which tracks initial and subsequent reviews and is open for view by the client. The City,and their customers can view 4LEAF's plan review control log through 4LEAF's EZPIan Review Portal. Plans then get distributed for review to a 4LEAF team consisting of Plan Review Engineers, Architect (a licensed state professional) and/or an ICC Certified Plans Examiner, as applicable. Our staff then performs his or her function of analyzing the plans and documentation for effective conformance to the state codes, referenced construction standards, and City amendments. 4LEAF's code review methodology is "The Effective Use of the Codes" reinforced through proprietary and jurisdictional checklists. When complete, the Plan Review Manager overviews the project for quality control purposes and forwards comments or approvals to the client's pre -designated contacts. Off -Site Electronic Plan Review Digital plan review allows 4LEAF the ability to review, markup and transport plans of any size electronically. We strongly encourage this service for our clients. This process delivers a high degree of cost effectiveness, time efficiency and a "green" and environmentally friendly system. Through our strong focus on utilizing this digital capability, we offer full access to all 4LEAF engineers and plans examiners company -wide, from any of our office locations. A protected online portal will be established to allow property owners, contractors, developers, businesses, designers, and stakeholders to submit plans electronically for review. Access to the online portal will be given to City staff for immediate access to information regarding project status during the review process. Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 9 Section 3: Scope of Work — Plan Review March 14, 2022 4LEAF, INC. ENCINEERING CONSTRUCTION MAN, 4LEAF has successfully implemented and used Bluebeam for electronic review of files to help eliminate the use of paper and take the plan review workflow to a whole new level. 4LEAF's offices are equipped with large scale monitors for easy review of plans. Bluebeam Revu combines powerful PDF editing, markup, and collaboration technology with reliable file creation. Bluebeam integrates flawlessly with our Green Line approach for electronic and timely turnarounds resulting in permit issuance within 5-7 business days. Additional Technologies Having served more than 300 jurisdictions, 4LEAF and our staff are knowledgeable and have experience working with a variety of different technologies for Electronic Plan Review, Permit Tracking, and Building Inspections. 4LEAF's experience with tracking technologies includes, but is not limited to: CVW..- Pro eGt: roAccelacTRAhLiT It r -1p Structural_ Only Re_view Upon request, 4LEAF will perform "structural only" reviews for the City. 4LEAF can communicate directly with the designers via email, in-person meetings, and through our EZPIan Review system. 4LEAF prefers PDF files for "structural only" reviews as they allow several Structural Engineers to review plans together should there be design -related questions. The majority of 4LEAF's plan review engineers have a design background and work well with project designers. Certified Access Specialist (CASA) 4LEAF has 14 Certified Access Specialists on staff. We have performed CASp inspections, plan review projects, and have consulted on numerous construction projects for accessibility questions and advice. CASp Inspector Scott Wungluck Certification CASp-560 No. Expiration 4/29/2023 Jerry Thome CASp-104 9/14/2024 David Rashe, CBO CASp-213 6/23/2022 Don Folsom CASp-203 4/15/2022 Sareh Deyhimi, P.E. CASp-876 3/13/2022 Brent Hipsher CASp-422 4/12/2024 William Holl, AIA CASp-509 12/6/2023 Scott Johnson, S.E. CASp-530 1/2/2023 Kevin Brenton CASp-964 8/4/2024 Doug Martin CASp-937 4/2/2023 James Wiatrak CASp-789 8/9/2023 Sivaji Muggari CASp-969 7/30/2024 Lorena Soules CASp-833 7/10/2024 Steven Raney CASp-519 12/10/2022 Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 10 Section 3: Scope of Work — Plan Review March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAID, Plan Review Personnel 4LEAF has GQ+ plan check personnel that includes Registered Professional Engineers, Licensed Architects, Certified Access Specialists, and ICC Certified personnel dedicated to performing plan review services to our municipal clientele. Should duplicate names appear in our competitor's submittals, we are prepared to show payroll records to ensure you that all names listed in this proposal are employees of 4LEAF. Examiners RegistrationsPlans Melissa Mennucci, S.E. Registered Structural Engineer Albert Kong, S.E. Registered Structural Engineer Farheen Sultana, S.E. Registered Structural Engineer Beng Low, M.E., S.E. Registered Structural and Mechanical Engineer Mike Anderson, P.E., CASp Registered Professional Engineer & CASp David Chung, P.E. Registered Professional Engineer Kathy Bucciarelli, P.E. Registered Professional Engineer & 2 ICC Certifications Davison Chanda, PE Registered Professional Engineer Ana Akin, P.E. Registered Professional Engineer & 2 ICC Certifications Joseph Nicolas, P.E. Registered Professional Engineer Melissa Dubovik, P.E. Registered Professional Engineer Stefanie Hionis, P.E. Registered Professional Engineer Anastasios Hionis, P.E., M.E., E.E. Sareh Deyhimi, P.E. Registered Professional Engineer Registered Professional Engineer & 1 ICC Certification Scott Martin, P.E. Registered Professional Engineer Liberty Jensen, P.E. Registered Professional Engineer Yousef Marmosh, P.E., M.E. Registered Professional Engineer Keith Long, AIA Registered Architect Sandeep Ojha Degreed Engineer Youssef Abdou Degreed Engineer David Rashe, CBO, CASp Certified Building Official, CASp, & 11 ICC Certifications Peter Oliver, CASp CASp & ICC Certified Plans Examiner Joseph Espinoza, CBO, MCP ICC Certified Plans Examiner & 8 ICC Certifications Madhavi Latha Degreed Engineer & ICC Certified Plans Examiner Sivaji Muggari ICC Certified Plans Examiner Gene Ferrero ICC Certified Plans Examiner Lisa O'Malley ICC Certified Plans Examiner Ingeborg Vriend ICC Certified Plans Examiner James Johnson ICC Certified Plans Examiner Eriselda Nachy ICC Certified Plans Examiner More than 20 additional Plans Examiners Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 11 Section 3: Scope of Work — Plan Review March 14, 2022 4LEAF, INC. ENGINFFRING CONSTRUCTION MAN, Project Experience Building Plan Review, Inspection, and Permit Technician Services Miscellaneous jurisdictional inspection assignments Since 2007, 4LEAF has provided several combination inspectors to assist the City staff with routine 0!'.'.''!-�� daily inspections for commercial and residential properties located throughout Palo Alto. Our inspection services vary from full-time to temporary part-time staff to help augment vacation or extended absences to due illness and/or market demand. On -Site Plans Examiners Since 2010, 4LEAF has provided on-site plans examiners for the City of Palo Alto. Our Plans Examiners are registered Engineers in the State of California and ICC Certified, who are responsible for reviewing larger projects ranging between $100,000 to �f $100,000,000 under the direction of the Chief Building Official. In addition, they will also assist the Permit Counter with over-the-counter plan reviews and general questions from the public. Some reviewed and inspected projects include Skype, Stanford Medical Center, Technology Credit Union, and VMware. 4LEAF is currently reviewing and inspecting the following projects: Stanford Biomedical Innovation Buildine. $126 Million New research laboratory building for Stanford University School of Medicine. Four- story above garage and one below grade for a total of 216,647 SF. Wet -bench research laboratories and associate support spaces, faculty offices and open office ,r:= spaces workstations, conference rooms and staff amenity spaces. 2600 EI Camino Real, $13.5 Million New four-story 62,616 SF office building over one level of basement garage parking (36,957 SF) office is structurally connected to a two-story above grade parking garage (24,059 SF) City of Palo Alto Public Safety Building, $84 Mlllian New three-story, 136,873 SF City of Palo Alto Public Safety Building will have 2 levels of underground parking and will house the Police Department, 911 Emergency Dispatch Center, the Emergency Operations Center, the Office of Emergency Services, and the administration needs of the Fire Department. 744 San Antonio Rd., $42 Million Courtyard by Marriott and an AC Hotel by Marriott. Two, five -story hotels (164,764 SF) hotels offering a combined 294 rooms with surface and underground parking. ISO 1 Rating With approximately 13 full-time personnel working at the City of Palo Alto, 4LEAF was instrumental in the implementation of the ISO Program achieving the ISO 1 Rating. In March of } 2015, Palo Alto became the 8th City in the Country out of 14,000 Building Departments to achieve _ this status. Client Name: City of Palo Alto Project Dates: 2007 - Present Client Contact: George Hoyt, CBO, Chief Building Official Client Telephone: Office: (650) 329-2368 Client Address: 285 Hamilton Ave. Palo Alto, CA 94301 Contact Email: Georee.Hovt @CitvofPaloAlto.org Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 12 Section 3: Scope of Work — Plan Review March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN. Building and Fire Plan Check, Fire Inspection, and Inspector of Record Services 4LEAF is currently performing Plan Check and Inspector of Record services for multiple projects on behalf of the County of San Mateo's Project Development Unit. This $1 Billion c� VI program consists of up to 18 projects over the course of more than five years. 4LEAF is DEVELOPMENTUNIT responsible for the combination inspections and inspection reports related to all projects COUNTY OF SAN MATED including: Regional Operations Center The new 37,000 -square -foot, two-story Regional Operations Center (ROC) will be located on the County Center campus where the motor pool was once located. On a daily basis, the Center will house 9-1-1 Public Safety Dispatchers, an Emergency Operations Center, and the Office of Emergency Services. More importantly, the ROC will serve as a hub for public safety responders during major catastrophic events. The building will achieve LEED Silver certification from the U.S. Green Building Council and is the largest project funded to date by Measure K. Skylonda Fire Station #58 This project consists of a barracks/office building consolidating the functions and operations of two existing structures into a single structure. The barracks/office building will contain administrative offices and related support spaces, conference and training rooms, a kitchen and dining room, dayroom, dorm rooms, fitness rooms, showers and restrooms. A new primary vehicular access connection shall be provided to Skyline Boulevard to facilitate improved traffic sightlines and vehicle turning radiuses. Animal Shelter The County of San Mateo is constructing a new animal shelter that will be located at the Coyote point site of the current animal shelter to replace the existing shelter buildings. This Design -Build project will contain programmed space for a variety of mandated animal care services, limited community services, clinic services, and administrative services. The project currently underway will replace the existing facility with a new approximately 27,000 square foot animal shelter facility. Additional Projects not yet under construction: • County Office Building #3 • Parking Structure #2 • Portola House • Cordilleras • San Mateo Medical Center • Pescadero Fire Station • South San Francisco Health Center • La Honda Fire Station • Pine Street Project • Sanchez Adobe Visitors Center • Maple Street Homeless Shelter Client Name: Project Location: Client Contact: Client Telephone: Client Email: Completion Date: Total Program Cost: County of San Mateo, PDU County of San Mateo, CA Adam Ely, Director (650) 599-9063 AEIy@SMCGov.or� Varies by Project —$1 Billion Key Personnel Brent Hipsher, Inspector of Record Chris Fowler, Inspector of Record/CM Craig Tole, Consultant PM Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 13 Section 3: Scope of Work — Plan Review March 14, 2022 March 14, 2022 QUALIFICATIONS TO PROVIDE COMMUNITY DEVELOPNEMT, PUBLIC WORKS, AND FIRE SERVICES FOR THE CITY OF SAN RAFAEL 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, SECTION 3: SCOPE OF WORK - INSPECTION Insuection Services 4LEAF has a team of more than 175 ICC Certified Building Inspectors, OSHPD/DSA Inspectors of Record, Fire Personnel, and Construction Inspectors working on various contracts. 4LEAF has a team committed to work throughout the Bay Area who will remain for the duration of projects to ensure we capture the goals and performance that have made our inspection system successful. We maintain the largest database of qualified inspectors of varied qualifications. Inspectors vary from current full-time inspection staff, idle staff (temporarily between assignments), and pre -qualified staff which include inspectors who are available subject to client demand. 4LEAF's inspectors are all ICC Certified and experienced working within a municipal work environment. 4LEAF will provide inspectors with all the necessary tools, equipment, and current code books sufficient to facilitate all required inspections. 4LEAF can provide interim or full-time inspectors same-day or within one business day—simply call, email, or text our assigned Project Manager for an immediate response. Our on-call database is utilized for all our clients for as -needed requests. t i'fCY! Request f rqewsraffm 3s unfilled Nmds .260 Active staff I=- Export rwf This Week > 10/18/2021 3:3 Filter Clients Filter Requests - 20 per F Nave 3 If 17 P _ Oct 0cr Nov Client ASC I Show All - v 18 19 I 20 I 21 22 23 24 25 26 27 28 29 30 31 01 02 03 04 OS O6 07 Mon TUe Wed I Thu Fri Sat sun Mon Tue Wed Thu Fri Sat Sun on Tue Wed Thu Fri sat Sun Eureka (City of Eureka)* Building Inspector/CBO ® ■ [ ssign Staff' Ge Edit Request Folsom (City of Folsom) Permit Technician/Admin Periodic Inspection Services 4 Available Next Day 4LEAF can fulfill inspection requests immediately upon request including same day. 4LEAF has a wealth of local and available inspectors ready to serve the City. In addition, 4LEAF has a proven track record of providing such services to a number of different building departments. Part -Time Inspection Services 4 Available Next Day 4LEAF will provide the City with part-time inspectors upon request. 4LEAF can provide part-time staff within 24 hours of request for any duration of time. 4LEAF's Project Manager will work closely with the department to identify the right personnel and determine the appropriate work schedule. Full -Time Inspection Services 4 Available Two Days or Less 4LEAF can provide full-time inspectors upon request. 4LEAF provides this service regularly to many clients throughout Northern California, including the Peninsula/South Bay, East Bay, North Bay, Sacramento Valley, Central Coast, and Central Valley. Project Specific Inspection Services 4 Available Two Days or Less 4LEAF is often tasked with providing inspection services to large projects on behalf of municipalities. 4LEAF Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 14 Section 3: Scope of Work— Inspection December 10, 2021 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, currently handles large-scale projects for such clients as the City of Palo Alto, City of Cupertino, etc. These projects are developer funded into a separate City account which is distributed to 4LEAF using a separate invoice and contract number. This is particularly helpful to fast paced projects looking for continuous inspection services over a short period of time (i.e. 6 - 36 Months). Inspection Personnel 4LEAF will provide inspectors to perform inspections on permitted projects at each necessary point of progress, verifying compliance with the approved plans. 4LEAF inspectors will possess valid ICC certification or other equivalent certification acceptable. 4LEAF can also provide CASp Building Inspectors for disabled access inspections as needed. We will provide inspector qualifications to the Building Official or other designated City staff member for acceptance prior to assignment of duties. Below is a quick look into 4LEAF's on-call inspection database, which is made of qualified and quality team members who are ready and able to take on the City's projects. As you can see from this limited sample, we have an inspection team with years of experience and many varying ICC certifications as well as CASp inspectors already on hand. Inspectors Christopher Fowler, CBO, OSHPD A Certiflcation�_Amk Certified Building Official, OSHPD A, & 25 ICC Certifications Jeff Rocca 33 ICC Certifications Jane Alexander, CBO Certified Building Official & 21 ICC Certifications Rory Shortreed, OSHPD A OSHPD A & ICC Commercial Building Inspector Martin Scott, OSHPD A, DSA 1 OSHPD A, DSA 1 Certification, ICC Commercial Building Inspector Mike Leontiades, CBO Certified Building Official & 9 ICC Certifications George Davis Master Code Professional & 36 ICC Certifications Lonell Butler, CBO Michael Renner, CBO Certified Building Official, _CA_ Sp, & 11 ICC Certifications 11 ICC Certifications Mike Emery 14 ICC Certifications Dave Brakebill 13 ICC Certifications Ed O'Reilly, CBO Certified Building Official & 10 ICC Certifications Jerry Thome, CBO, CASp Certified Building Official, CASp, & 9 ICC Certifications Emilio Torres 8 ICC Certifications Jerry Brown 8 ICC Certifications Wladyslaw Grobelny 8 ICC Certifications David Rashe, CBO, CASp Certified Building Official, CASp, & 11 ICC Certifications Brent Hipsher, CBO, CASp Certified Building Official, CASp, & 6 ICC Certifications Zachary Karver 10 ICC Certifications Marcus Johnson 7 ICC Certifications _ Chris Rose 6 ICC Certifications John Kuehl, CBO 6 ICC Certifications Chris Pallares 5 ICC Certifications Andrei Oustinov 5 ICC Certifications Tim Orbea 5 ICC Certifications Greg Adams, CBO Certified Building Official & 4 ICC Certifications Chuck Venook 3 ICC Certifications More than 100 additional ICC Certified Inspectors Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 15 Section 3: Scope of Work — Inspection March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, Project Experience On -Call Plan Review, Fire Plan Check, and Inspection Services 4LEAF performs on-call building inspection, plan review, and fire plan review services for the City of Cupertino. 4LEAF has completed numerous residential and commercial plan reviews. Sft p7YOF CUPEP,TiNO Apple Campus 2 4LEAF provided the Building, Fire, and Public Works Department Inspection services on the largest private commercial construction project in the Country. 4LEAF was tasked with mobilizing a project team of more than 20 Building, Fire, and Public Works Inspectors, Project Administration Staff, and Engineering team for this more than $6 Billion protect. 4LEAF was responsible for coordinating the inspections in relation to the City's permits and ultimately packaging milestones of the project for occupancy approval from the City's Chief Building Official. The project included: • Main Building — The Main Building accommodates up to 12,000 employees and comprises approximately 2.8 million square feet. ■ Corporate Fitness Center — Comprising approximately 100,000 square feet. • Corporate Auditorium — Comprising approximately 120,000 square feet and will hold up to 1,000 people. • North and South Parking Structures — Two above -grade parking structures of approximately 6,000 spaces. ■ Central Utility Plant — Integrated parking structure and serves all buildings on the Main Building site. • Phase 2 Research and Development Buildings — 600,000 square feet of office, research, and development and two separate above ground parking garages. 4LEAF was recently selected to perform inspections for the $2.2 Billion Vallco project. The Vallco project will provide approximately 430,939 square feet of new retail along with 2,402 residential units and 1,981,447 square feet of office with eleven (11) 22 -story mixed-use high-rise buildings connected by a 30 -acre green roof spanning the majority of the Vallco property. 4LEAF performed a review on the Main Street Cupertino Project. The 17.4 acre Downtown Cupertino project includes 130,000 square feet of retail space, 100,000 square feet of office space, and 160 units of high-end senior Housing, and a 150-250 room hotel. Agency Name: City of Cupertino Project Dates: 2010-2018 Client Contact: Albert Salvador, P.E., C.B.O., Chief Building Official Client Telephone: Office: (408) 777-3328 Client Address: 10300 Torre Ave, Cupertino, CA 95014 Contact Email: AlbertS@Cupertino.ore Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 16 Section 3: Scope of Work - Inspection March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, On -Call Plan Review, and Inspection Services 4LEAF has an on-call contract with the City of Dublin Building Department to provide third -party plan review, code enforcement, and inspection services. 4LEAF is responsible for work being's performed within the City's jurisdiction on projects ranging from major new development areas to J.1 .e J. capital improvement projects and infill development. 4LEAF has supplied as many as 14 continuous staff to the City of Dublin over the course of this ongoing contract. 4LEAF has performed plan review and inspection services of the Ross Corporate Campus ROSS located in Dublin, CA. To date this includes the tenant improvements of 3 three-story p,z[s$ FOR LESS buildings totaling approximately 360,000 sq. ft. Building department style plan review includes a Structural Review, Building (life -safety) Review, Accessibility / ADA Review (performed by a Certified Access Specialist), Energy Compliance/Title 24 Review, and Plumbing/Mechanical/Electrical Review. All final submitted project documents must be wet stamped and signed by the project's registered engineer(s) or licensed architect(s) per State of California regulations. 4LEAF inspection staff members have provided combination building inspection services for some of the City's most important commercial projects including shopping centers, parking garages, big -box retail stores, medical centers, libraries, and countless capital improvement projects. 4LEAF inspection staff members have also provided combination building inspection services on numerous high-density residential projects which routinely required Type V one- hour inspections. These mixed-use projects include: • Ulfert's Center • Grafton Station • Gateway Medical Center • Avalon Bay • Persimmon Place • Tassajara Ranch • Emerald Place ■ City of Dublin Library • Dublin Ranch ■ Wallace Ranch Annual Contract Value: $1,200,000 Agency Name: Project Dates: Client Contact: Client Telephone: Client Address: Contact Email: City of Dublin 2002 — Present Gregory Shreeve, CBO Office: (925) 833-6620 100 Civic Plaza, Dublin, CA 94568 Gregory.Shreeve@Ci.Dublin.CA.us Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 17 Section 3: Scope of Work - Inspection March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN. Inspector of Record Services 4LEAF is currently performing Inspector of Record services for the University's on-site Building rs*-.N Department on multiple campus projects at the University to assure conformance and compliance +; with Title 24 California Code of Regulations, California Building Code, Office of the State Architect sanjos@state Standards, California State University Standards. UNIVERSITY Interdisciplinary Science Building — LEED Gold 4LEAF is currently performing Inspector of Record services for the new $140 Million Interdisciplinary Science Building. The new 164,000 gross square feet state of the art science facility will focus on faculty -led student research. The facility will consist of accommodating teaching labs, research labs, faculty offices, dean's suite, and interdisciplinary spaces. 4LEAF is also working with CTS on this project. South Parking Structure 4LEAF is currently inspecting the $50 Million 4 story Parking Garage on the South Campus which includes construction of 487,000 sq. ft. and a multi -use sports field. This post -tensioned concrete structure includes 1,500 parking stalls, three elevator and stair cores, and restrooms. The multi -use sports field includes artificial turf and a surrounding fence. 4LEAF is also working with CTS on this project. Student Recreation Activities Center — LEED Gold This $140 Million Student Recreation Activities Center was recently completed and is a 2 -story structure with two outdoor swimming pools, a three -court basketball gym, a multiple activities court, weight and cardio areas, a climbing wall, indoor running track, a group class studio with associated restrooms and locker rooms, as well as administrative support spaces. Campus Village Phase 2 4LEAF recently completed the new $200 Million 192,895 sq. ft. 10 -story high-rise, Campus Village Phase 2 Building. This project is located at the corner of 9th Street and Paseo de San Carlos, across from the existing Campus Village Phase 1 building. The new building houses 850 beds, common study rooms, lounges, a multi-purpose room, a recreation room, and other support services. The project was a phased permitting approach consistent with fast tracked design build delivery. LM Miscellaneous Inspection Projects 4LEAF has provided IOR services for multiple projects with dollar values ranging from $150K to $20 Million. IOR services include; modernizations, fire alarm systems, fire containment systems, heating and cooling systems, underground utilities, roofing projects, athletic fields, and associated Fire Life and Safety inspections with Department of the State Fire Marshall April Horvatits. Project close out services are also provided. Client Name: San Jose State University Project Location: San Jose, CA Client Contact: Ashraf Fouad, CBO Client Telephone: (408) 924-1959 Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 18 Section 3: Scope of Work - Inspection March 14, 2022 March 14, 2022 QUALIFICATIONS TO PROVIDE COMMUNITY DEVELOPNEMT, PUBLIC WORKS, AND FIRE SERVICES FOR THE CITY OF SAN RAFAEL 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, SECTION 3: SCOPE OF SERVICE - CODE ENFORCEMENT Code Enforcement Services 4LEAF can provide the City with experienced Code Enforcement services for to address current and upcoming project needs. Services provided to the City shall include but not be limited to: Inspections 4LEAF can provide certified and qualified staff to perform Code Enforcement inspections in a lawful manner that respects the reasonable expectations of privacy and security of residents and their properties. Inspections conducted will determine if conditions on the properties being — �I inspected are compliant with applicable sections of the current editions of the International Property Maintenance Code, City Code, CA Building w---� Code, and any Code adopted by reference by the City of San Rafael. 4LEAF staff will be qualified to verify that onsite conditions are consistent with the City's records for development approvals, square footage, setbacks, heights, and other requirements that may be applicable. 4LEAF staff are qualified to do the following: • Perform inspections for violations of Building Codes and Ordinances as adopted by the City. ■ Research properties for prior approvals, permits, and general information relating to violations. • Investigate and take necessary action when a violation of City Code exists, and consulting with City Counsel as required when requested by the Code Enforcement Chief. • Comply with the City's procedures for reporting inspection results and deficiencies. • Using City inspection correction forms. • Making appropriate entries in City records. • Conduct follow-up inspections as needed. • Notify the responsible parties of other agency approvals prior to closing a code enforcement action. • Maintain records as needed for the efficient and effective operation of the City. • Meet with members of the general public and City staff on a daily basis as needed. Enforcement 4LEAF staff have the experience in working cooperatively with property owners and other responsible parties to bring properties and/or conditions into compliance with applicable bodies of law. Our team will be able to determine when voluntary compliance is not forthcoming from property owners or responsible parties. 4LEAF staff has experience in using administrative processes including the issuance of administrative citations to credibly establish at the administrative level that violations of law exist on a property. 4LEAF Code Enforcement Officers have experience in writing criminal citations and in working with legal counsel to assist in the successful prosecution of Code Enforcement cases either in criminal or civil court when necessary. Qualifications to Provide Plan Review, Inspection, Code Enforcement, and Fire Services to the City of San Rafael Page 19 Section 3.3: Scope of Work — Code Enforcement March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, Code Enforcement Personnel Below is a quick look into 4LEAF's Code Enforcement database, which is made of qualified and quality team members who are ready and able to take on the City's project. As you can see from this limited sample, we have a team with years of experience and many varying certifications. Code Enforcement Staff Title Certifications Sean Flanagan Senior Code Enforcement Officer Adv. Code Enforcement Officer Code Enforcement Officer/Inspector PC832 Pamela Miller Tina Chechourka Code Enforcement Officer/Inspector PC832 Tom Cervantes Code Enforcement/Fire Inspector PC832 Levels I, II, and III Tim Nakashima Code Enforcement Officer PC832 Jose Murillo Code Enforcement Officer/Inspector PC832 AI Fasulo Code Enforcement Officer PC832 Nick Henderson, CBO Code Enforcement Officer/Inspector PC832 Code Enforcement Officer/Inspector POST PC832 Code Enforcement Officer Advanced CEO, PC832 Code Enforcement/Fire Plan Reviewer PC832 Doug Martin, CASp Renee Souza Stuart Blakesley Scott Wungluck, CBO T Code Enforcement/Senior Inspector PC832 John Juarez Senior Code Enforcement Officer PC832 Justine Sidie Code Enforcement Officer PC832, CACEO Levels I, II, and III Rebecca Lauricella Code Enforcement/Fire Inspector PC832 Dave Nolta Code Enforcement Officer/Inspector PC832 Joe Pena Code Enforcement Officer/Inspector PC832 David Rashe, CBO Code Enforcement Officer/Plans Examiner PC832 Qualifications to Provide Plan Review, Inspection, Code Enforcement, and Fire Services to the City of San Rafael Page 20 Section 3.3: Scope of Work — Code Enforcement March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, Project Experience Code Enforcement, Plan Review, Inspection Services, and Chief Building Official For the past 4 years, 4LEAF has been working with the City of San Pablo in several! different capacities including Code Enforcement, Plan Review, Inspections, and Interim Chief Building Official to assist the community in helping its customers update their construction to maintain compliance with the current codes, especially those who did not go through a formal permitting process. Housing Program — Code Enforcement 4LEAF is currently providing inspection and project administration support services to City of San Pablo residents who have completed work without going through a formal permitting process. Through strong organization and effective communication, the community has been receptive to getting their properties up to the current codes and standards and avoiding construction hazards. Both of our Inspectors, Steven Mello and Greg Adams, are working diligently to maintain a database of cases and track permitting progress on properties that need inspections to verify their property meets the current residential health and safety code and the current adopted California Building Codes. Our Project Administrator works both on-site and off-site coordinating, managing, and assigning inspections regarding this program. (_1TYoFtiAN! PA.F Interim Chief Building Official 4LEAF has provided the City with an Interim Chief Building Official for more than two years in this capacity. 4LEAF's Building Official routinely performs Plan Reviews and Inspections on large commercial and important City projects and has helped manage up to two Permit Technicians, one Building Inspector, and three Permit Technicians. Building Inspection Services 4LEAF provides all the inspection services for the City to include residential and commercial inspections for all trades including Building, Mechanical, Electrical, and Plumbing. 4LEAF personnel is responsible for inserting all the inspection results into the City's permitting system CRW. Client Name: City of San Pablo Project Location: San Pablo, CA Client Contact: Charles Ching, Assistant CM Client Address: 13831 San Pablo Ave., San Pablo Client Phone: (510) 215-3031 Contact Email: CharlesC@SanPabloCA.GOV Qualifications to Provide Plan Review, Inspection, Code Enforcement, and Fire Services to the City of San Rafael Page 21 Section 3.3: Scope of Work — Code Enforcement March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, Code Enforcement, Plan Review, Inspection, and Chief Building Official 4LEAF has been working with the City of Pinole in several capacities including Plan Review, SOLE Code Enforcement Programs, Inspections, and providing an Interim Chief Building Official. .� These services assist the community in updating their construction to be in compliance with u the current codes, especially for residents who did not go through a formal permitting process. Housing Program — Code Enforcement 4LEAF is currently providing inspection and project administration support services to residents of the City who have completed work without going through a formal permitting process. Through strong organization and effective communication, the community has been very receptive to getting their properties up to the current codes and standards and avoiding life -safety construction hazards to the community. Both our Inspectors are working diligently to maintain a database of cases and track permitting progress on properties that need inspections to verify their property meets current residential health and safety code and the adopted California Building Codes. Interim Chief Building Official 4LEAF provided the City with an Interim Chief Building Official. Lucas Chapman, CBO was with the City of Pinole on behalf of 4LEAF for more than one year. Lucas routinely performed plan reviews and inspections on large commercial and important City projects. Lucas also helped manage up to two Permit Technicians and one Building Inspector. CRW Permitting System Automation 4LEAF recently provided the City of Pinole with Administration assistance for the upgrades to their CRW Permitting System. Our staff helped organize and administer workarounds to allow staff to successfully navigate the permitting system, integrate with other departments, and interface with the community to process permits in a reasonable time frame. Building Inspection Services and Emergency Response Team 4LEAF provides all the inspection services for the City to include residential and commercial inspections for all trades including Building, Mechanical, Electrical, and Plumbing. Our firm provides after hours and weekend response to emergency life -safety situations due to fire, weather damage, or power loss to determine if the residences were safe to resume occupancy. Client Name: City of Pinole Project Location: Pinole, CA Client Contact: Tamara Miller, Public Works Director Client Address: 2131 Pear St, Pinole, CA 94564 Client Phone: (510) 724-9010 Contact Email: TMiller@Ci.Pinole.CA,US Qualifications to Provide Plan Review, Inspection, Code Enforcement, and Fire Services to the City of San Rafael Page 22 Section 3.3: Scope of Work - Code Enforcement March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, Second Unit Amnesty Program - Code Enforcement Services 4LEAF was selected to provide Program Management, Code Enforcement, Inspection, and Plan �r Review Services for the County of San Mateo residents who have completed work without going through a formal permitting process. In July 2018, 4LEAF was awarded the contract for San Mateo County's Second -Unit Amnesty Program. In a collaborative effort to balance safety with California's desperate need for more housing, the County implemented the Amnesty Program, along with a financial loan program, to promote the legalization of unpermitted second units, bringing them up to the current codes to avoid life -safety construction hazards. Steps of the program include but are not limited to: 1. Performing the initial inspection and determines the required scope of work along with an estimate and submits the findings to the applicant and County. 2. Determining if client wishes to proceed with the Amnesty Program based on findings of the inspection report and estimated cost conformance. 3. Providing a minimum of two contractor estimates from licensed contractors. 4. 5. 6. 7. 8. County sends 4LEAF the completed application, submitted plans, agreement of timeline, and scope of work. Uploading the submitted plans and documents into 4LEAF's EZPIan Review and performing the plan review with a maximum 5 -day turnaround. Performing the requisite inspections after permit is issued from the County. Coordinating each inspection with the contractor and the applicant through 4LEAF's Program Manager. Monitoring the progress throughout the project and provides the Program Manager with updates, correction notices, and approvals. This information is uploaded and tracked in EZPIan Review portal. Upon completion of the work, 4LEAF sends a letter of recommendation to the County stating an Amnesty Compliance Certificate be issued to the Applicant. 4LEAF and the County will be working together to maintain a database of cases and track permitting progress on properties that need inspections to verify if the property meets current residential health and safety codes and the current adopted California Building Codes. Client Name: County of San Mateo Project Location: San Mateo, CA Client Contact: William Gibson, Project Planner Client Address: 555 County Center, 2"d Floor Client Phone: (650) 363-1816 Contact Email: WGibson@SMCeov.org o�.. o"•„ � SECDNDUNIT w.....,.. AMNESTY PROGRAM PROGRAMA DE AMNIfna BE SEGUNOA UNIOAD Key Personnel Craig Tole - Project Manager Raylee Glasser, CBO - Plan Review PM Mike Leontiades, CBO - Inspection PM Qualifications to Provide Plan Review, Inspection, Code Enforcement, and Fire Services to the City of San Rafael Page 23 Section 3.3: Scope of Work - Code Enforcement March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, Town of LosGatos, Code Enforcement Services and Building Division Services 4LEAF has been working in the Town of Los Gatos to perform Building Division Services including, .�QW Code Enforcement, Building Inspection, Plan Review, and Permitting to ensure that the Division is Los Gatos, CA full operating with all the written codes designed to maintain a health and clean environment Y P g g Y {f��� as well as quality of life and health standards. Our scope of work for Code Enforcement includes: 110 East Main St. Los Gatos, CA 95030 • Investigating citizen and staff complaints for suspected violations of City Codes, ordinances and regulations including health, safety, zoning, and public nuisance, and initiating appropriate remedial action. • Working jointly with other departments as directed to investigate, regulate, and enforce all relevant codes and coordinated code enforcement activities. • Meeting with citizens, building inspectors, and other knowledgeable persons to identify properties which are in violation of City ordinances. • Responding to public requests for information and explaining violations. ■ Issuing letters to property owners notifying them of violations. • Conducting follow-up inspections to ensure compliance with applicable codes and ordinances. • Writing chronologies and citation narratives. ■ Writing citations when warranted. 4LEAF and the Town will be working together to maintain a database of cases that will track permitting progress on properties requiring inspections to verify if the property meets current residential health and safety codes and the current adopted California Building Codes. Client Name: Town of Los Gatos Project Location: Los Gatos, CA Client Contact: Robert Gray Client Address: 110 East Main St. Los Gatos, CA 95030 Client Phone: (408) 354-6815 Contact Email: RGrav@LosGatos.eov Key Personnel Gus Guerrero, Code Enforcement Officer Mike Leontiades, CBO, Inspection PM Qualifications to Provide Plan Review, Inspection, Code Enforcement, and Fire Services to the City of San Rafael Page 24 Section 3.3: Scope of Work - Code Enforcement March 14, 2022 March 14, 2022 QUALIFICATIONS TO PROVIDE COMMUNITY DEVELOPNEMT, PUBLIC WORKS, AND FIRE SERVICES FOR THE CITY OF SAN RAFAEL 4LEAF, INC. ENGINEERING . CONSTRUCTION MANAGEMENT PLAN CHECK. BUILDING INSPECTION - PLANNING SECTION 3: SCOPE OF WORK - PUBLIC WORKS Our team developed its project and construction management project approaches from years of field experience providing the overall administration of the construction process. 4LEAF fully understands the construction process, works proactively to identify problems early, and mitigates each risk before it affects the project performance goals. The following work plan details our team's construction management and inspection approach to achieve the City's projected goals. Construction Management PRE -CONSTRUCTION Constructability reviews and alternative construction methods allow for cost and schedule savings. Upon receiving a notice -to- =} proceed (NTP), our team will conduct a thorough constructability review that will focus on anticipating issues in the field and resolving them through fast and flexible problem solving. This approach will result in timely completion of the +s work, claims avoidance, and reduction of public inconvenience. Within a week after the review is complete, our CM team will meet with the City and design team to discuss any comments. To mitigate risks, our team will perform a preconstruction job walk and identify additional work items. The team will confirm project quantities and actively monitor removal, rehab, and/or replacement. Our team will schedule, coordinate, and conduct a pre -construction conference with the City, Contractor, design engineer, utilities, and other stakeholders. An agenda will then be prepared in advance to notify attendees of key items for discussion. At the pre -construction meeting, we will discuss special contract and/or concerns, and establish the protocol to be used throughout the project. The meeting will highlight the contractor's responsibility for items such as order of work, permit and environmental agreements, safety and access, progress pay requests, labor compliance, submittals, RFIs, CCOs, quality control, materials certification, schedule updates, and weekly meetings. We will review the baseline schedule and verify that it meets all the required information prior to issuing the NTP to the contractor. SCHEDULING Our team will maintain a master project schedule to include all completed and scheduled work. We will provide updates on anticipated closure, detours, etc. The team will also provide updates to the City on construction progress and any other pertinent project information through monthly progress reports. This update will show current conditions and revisions required by actual progress. The monthly progress billing will be tied to the construction schedule. Work activities and material deliveries will be assigned the correct completion percentage by the Contractor. This will be reviewed by the Construction Inspector and discrepancies will be addressed. If necessary, the Contractor will revise and resubmit the schedule Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 25 Section 3: Scope of Work — Public Works March 14, 2022 4LEAF, INC. ENGINEERING , CONSTRUCTION MANAGEMENT PLAN CHECK - BUILDING INSPECTION - PLANNING of values. This process ensures the Owner is accurately billed for the completed work monthly. We will approve the monthly construction schedule, including activity sequences/durations, schedule of submittals, and schedule of delivery for products with long lead-time. PROJECT IMPACTS We will work proactively to eliminate or reduce project impacts from change orders by providing first-line management of CCO administration including review and evaluation of CCO requests; independent estimates; project mitigation such as possible alternatives and negotiation as the City's advocate; written approval from the City's Construction Manager prior to approval of any extra work; investigation and inspection of site conditions that differ from those described in the contract documents; schedule impact and analysis and verification; recommendations to the project Owner on acceptance; impact mitigation; review of submittals in support, and recommendation for resolution, of claims and disputes; and verification of costs. REVIEWS The Construction Manager will perform on-going review throughout the project to avoid any potential claims. If claims arise, the Construction Manager will work with the City and Contractor to find the best solution to resolve any claims in a timely manner. The Construction Manager and Inspection staff bring a detailed understanding of the City's processes for administering CCOs per the City's standards & procedures. We will work closely under the direction of the City's Construction Manager with the contractor to verify that change orders are processed and executed promptly by the contract documents and City's procedures. Inspectors will verify ail work performed under time and materials, including equipment, contractor crew, and field measurements quantities. The Construction Manager will perform a review and recommendation for any contractor change orders. STATUS UPDATES The Team will provide a monthly status update on the project construction budget, indicating actual costs for completed activities and work in progress. We will also include estimated costs for uncompleted work. This monthly report will identify variances between actual and budgeted or estimated costs and shall advise the City if any actual construction costs have exceeded or will exceed the project construction budget for the entire project or any project component. We will work closely with the contractor to ensure any issues are properly documented and corrected. We will review the engineer's estimate for accuracy. The project budget will be closely reviewed and monitored, and the team will communicate any anticipated changes to the City. Strict compliance with the original scope of work and initial construction cost budget can be achieved through continuous, and timely communications with City staff. Our key members are immediately available and committed to fully staffing the project through completion to provide a quality project delivered on time and within budget. We will anticipate staffing needs and adjust our staffing as project needs change. Our Construction Manager will regularly evaluate construction management staffing to ensure resources are where they are most effective. COST MANAGEMENT Our team will track the value of the completed work to ensure accurate and detailed monthly progress billing by the Contractor and will proactively manage the change order process. Inspectors will Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 26 Section 3: Scope of Work — Public Works March 14, 2022 4LEAF, INC. ENGINEERING , CONSTRUCTION MANAGEMENT PLAN CHECK. BUILDING INSPECTION. PLANNING verify all work performed under time and materials, including equipment, contractor crew, and field measurements quantities. We will oversee all authorized work performed under unit costs and additional work performed based on actual costs of labor and materials of a force account. PROGRESS MEETINGS The construction management team will hold weekly construction/progress meetings with the contractor, City, and stakeholders to discuss current construction activities, contract issues, progress, procedures, problems, change orders (COs), submittals, request for information (RFIs), deficiencies, and go over the "look ahead" schedule for upcoming work. PROJECT CLOSEOUT We will prepare a final report detailing the work completed, costs, changes, warranties, and documentation provided to the City. All project documents will be delivered to the City at Project completion. The report will also include a section on future suggestions and lessons learned. Our Construction Manager will take a proactive approach at processing close-out documentation including completion of final punch list items, guarantees/warranties, as -built plans, commissioning, subcontractor liens, retention, and final acceptance/certificates of completion, orderly transfer of key records and documents, resolution of outstanding issues, final payment preparation and processing along with final acceptance or record drawings. We will schedule and oversee the warranty repair requests within the one-year warranty. We will determine if any defects or imperfections are warranty issues. Upon completion of the project, we will provide the City with both hard and electronic copies of project documentation. 111SUCCtiOt7 Sel'Vices Our team will make on-site inspections to check the quality and quantity of the work performed by all trades and guard the City against defects and deficiencies in the work by the Contractor. As necessary, our team will inspect construction means, methods, techniques, and sequences to evaluate the Contractor's compliance with the intent of the construction documents and recommend necessary remedial action to the Contractor. REPORTING Our team of proposed Engineers and Inspectors have the knowledge, skill, and experience to inspect all the anticipated construction operations for this contract. Throughout the project, our inspectors will review contract documents, plans, and permits. Inspectors will monitor and enforce construction noticing requirements. The inspectors will use their expertise to provide field conflict resolutions. The inspectors' primary duties will be to inspect and verify all work in place meets the requirements of the contract plans and specifications, traffic control plans, shop drawings, COs, and O&M manuals as well as maintenance of project documentation. Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 27 Section 3: Scope of Work — Public Works March 14, 2022 4LEAF, INC. ENGINEERING . CONSTRUCTION MANAGEMENT PLAN CHECK _ BUILDING INSPECTION . PLANNING We will verify that all work conforms with the requirements and identify any issues of non-compliance with the applicable codes. Inspectors will meet with the project design team, City's consultants, and City staff to work out any problems and resolve issues quickly and efficiently. The team will make recommendations to the City for any required special inspection or testing not in compliance with the provisions of the contract documents. The proposed staff will complete daily reports and progress reports for the City. Daily reports will include equipment, crews/personnel, weather, contractor's work on the site, work accomplished, problems encountered, and photos (before, during and after construction). t ~ Reports will be accessible by City staff to ensure that the City is informed of the project progress and will be submitted weekly. The T Team will provide digital photos and/or video documentation prior to work, with work in progress, and upon acceptance of work. The complete set of photographs/video will be submitted. to the City at the completion of the project. A monthly progress report will include an overview of work accomplished during the previous month, an overview of work to be accomplished the following month an updated schedule � P� g P (based on the Contractor's schedule of values), a list of problem areas, if any, and proposed corrective actions, and a bar graph comparing the monthly and cumulative invoiced amounts with the total authorized CM budget. We will prepare and send a weekly statement of working days, days remaining, and rainy days to the Contractor. We will coordinate with the Contractor and the City when the work is ready for final inspection. We will conduct a final inspection/walk-through including City staff, Contractor, maintenance/service personnel, and project architect/design consultant. We will also review and process the release of retention. We will obtain evidence of certification of the release of all liens and stop notices. We will obtain certification of delivery of:record drawings to the City and design engineer. We will advise the City when the Notice of Completion (NOC) should be filed prepare the final punch list when the contractor has certified and demonstrated the work is complete. SERVICES The following represents the normal responsibilities associated with providing construction inspection during the construction phase of a project. The actual services are tailored to meet the specific needs of each project: ➢ Providing daily inspection and documentation of job-related activities ➢ Monitoring and documenting Contractor's work for adherence to contract plans and specifications ➢ Preparing and maintaining thorough daily inspection reports ➢ Providing continual review of plans and specifications ➢ Coordinating schedules for testing and surveying ➢ Documenting information related to manpower, equipment, and time for extra or force account work ➢ Attending all necessary meetings ➢ Providing accurate measured quantities and review pay estimates submitted by contractor Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 28 Section 3: Scope of Work — Public Works March 14, 2022 4LEAF. IHc. ENGINEERING . CONSTRUCTION MANAGEMENT PLAN CHECK. BUILDING INSPECTION . PLANNING ➢ Providing pictorial and/or video logbook of construction activities, and maintain separate "as-builts" ➢ Reporting all discrepancies requiring corrective actions to the construction manager and/or owner ➢ Meeting with Contractor to review proposed work and schedule inspection ➢ Developing "Punch List" items and following up with corrective measures PROJECTS REQUIRING OSHPD, DSA, ICC, ETC. 4LEAF maintains an updated database complete with each inspector's skillsets, certifications, project history, continuing education, etc. Our Project Manager will work closely to identify the right inspector for each assignment/task. 4LEAF has a proven track record of providing Inspectors for daily assignments or specialty assignments—this includes staff augmentation and project staff augmentation roles. STATUS UPDATES Keeping the City informed of project/contract status is as important as physically doing the work. As such, our PM will keep the City's Construction Manager apprised of project status through regular progress and budget reporting. We will report progress, identify potential problem areas, and keep the City informed on budget and schedules on a regular basis. To accomplish the above, we propose two reporting tools, 1) a Work Order Tracking Report and 2) Monthly Expenditure Reports. These reports will be updated monthly, submitted to the City Construction Manager, and reviewed in a monthly update meeting. The frequency of reporting/meeting and content of each report will be discussed in detail with City staff following contract award. Our Project Manager will submit a monthly expenditure report for each Work Order to include the following: ➢ Work Order status ➢ Notice to Proceed (NTP) date ➢ Schedule ➢ Budget ➢ Expended amount to date ➢ Remaining budget to date ➢ Pertinent Comments Our Project Manager will submit a monthly expenditure report for each Work Order to include the following: ➢ Percent of completion ➢ Percent expended ➢ Summary of monthly activity ➢ Identification of problem areas In addition to the above listed items, the monthly expenditure report will include a Work Order summary, a list summarizing budget and status, and a monthly invoice summary (i.e.: invoiced this month, prior amount invoiced, billed to date, etc.). CLIENT RELATIONSHIPS Providing Inspection personnel with the partnership mentality is what has set 4LEAF apart from our competition. We believe that working with the design professionals, contractors, construction managers, project managers, and County personnel will allow all of us to get to a desired outcome and preserve both schedule and budget in the process. Complex IOR work requires a 24/7 approach for being accessible to ensure all items are communicated and addressed in an expeditious manner. Where possible, 4LEAF is willing to assist other projects Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 29 Section 3: Scope of Work — Public Works March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, (whether billable or non -billable) to ensure conformity and consistency as well as to maintain positive relationships. GOFORMZ 4LEAF will implement the GoFormz software for inspection requests and results. With licenses owned by the City, 4LEAF's Administration team will L�1— goformz prepare inspection request and inspection results documenting construction activity. In addition, 4LEAF will be able to extract information and provide detailed monthly reports detailing the construction activity. The reports will be detailed to identify contractors, subcontractors, work progress, pictures, and a detailed explanation of the field activities. The monthly report will be distributed to the SDR or other specified personnel on or about the 3rd of each month. 4LEAF will implement GoFormz for documenting inspections. 4LEAF's Inspection Form is already available in GoFormz and can be accessed by simply downloading the application to your iPad or mobile device. 4LEAF has extensive experience working with various inspection reporting technologies, including GoFormz. GoFormz allows every piece of information collected on a project to be accessible by all staff as every form is stored securely and safely in the Cloud. The information can be accessed through a user's web account where they can view any inspection report and run reports on project data. GoFormz allows every piece of information collected on a project to be accessible by all staff as every form is stored securely and safely in the cloud. The information can be accessed through a user's web account where they can view any inspection report and run reports on project data. The Inspector will be able to leave detailed notes under the inspections and observations box and instantaneously attach pictures to the report to show the item inspected. The inspector will also be able to sign the report by hand on the iPad through the mobile signature block and pictures taken from the iPad are stored on the inspection document. Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 30 Section 3: Scope of Work — Public Works March 14, 2022 IV4LEAF, INC. ENGINEERING CONSTRUCTION MAN, Quality Control Since our inception, 4LEAF has excelled in providing plan review, construction management, and inspection services to more than 300 clients including private entities, cities, counties, state, and federal agencies. Having worked with many public agencies, we know how to accomplish the roles of project management, construction management, and inspection on projects of all sizes, durations, and complexities from conception to completion. We realize this is not an easy task—procedures must be followed, and documentation must be maintained in order to properly close out a project. 4LEAF is dedicated to improving the effectiveness of our methodology which will assist the City in achieving its goals. Below, we have detailed out general methodology/process managing Task Order projects: Provide "no Match our Staff Provide 4LEAF surprises" Ensure QA with Project staff with City oversight for Procedures are Requirements. QA Procedures. project schedule, Followed. and quality. Provide daily ielti Work with City IF ha reports, Provide all project to identify project etc. to City. documents to schedule. ng. City We understand that an effective Quality Assurance (QA) program is necessary to deliver a quality project and that the program has a place in each stage of the project's life. The above graphic illustrates how QA and Quality Control (QC) are the heart of any project. We believe that quality and safety must be maintained as the ultimate priority of every person involved in a project. Without quality, the other elements of the project don't matter. We agree with the definition of an effective Quality Management System as "not just one where good products and services are delivered." Rather, it is one that continuously seeks to improve the products and services being delivered and the corresponding delivery processes used by the organization. ➢ We will ensure QA Plan compliance throughout the project's duration. ➢ We will monitor and assist with QA deviations/non-compliance actions until resolved. ➢ We will systematically and continually review plan review, inspection procedures, and activities for compliance with the procedures. ➢ We will implement and maintain effective procedures to ensure that all complies with requirements. ➢ Our QA program will emphasize both preventative and verification activities. We will conduct and formally document verification processes, including both daily and weekly review of documents and maintenance of checklists and/or logs for control of documentation. Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 31 Section 3: Scope of Work - Public Works March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, Relevant Project Experience The following provides a summary of our team's extensive and varied experience in providing as -needed and on- call Construction Management and Inspection Services to clients for small-, mid-, and large-sized CIP projects. Construction Management and Inspection Services 4LEAF provided the CM and Inspection services to the City of Mill Valley for the $13.5M Miller Avenue Streetscape Project capital improvement project, which has dramatically improve multi -modal movements for pedestrians, bicyclists, and motor vehicles. It will install new underground utilities, rehabilitate asphalt pavement; and replace sidewalks, utility boxes, streetlights, and landscaping to beautify more than two miles of Miller Avenue. Project includes the Full -Depth -Reclamation (FDR) and Cold -In -Place Recycling (CIR) asphalt paving methods, as well as various sanitary sewer rehabilitation methods including pipe bursting, cured -in-place lining, and open trench pipe removal and replacement. As the largest Public Works project ever undertaken by the City of Mill Valley in the heart of its downtown district, the project has garnered a large amount of attention from stakeholders. The City is well known as being home to residents who are heavily involved in city issues. 4LEAF has been formally recognized and commended by elected officials, city staff, multiple residents, and businesses for created a very positive construction environment through 4LEAF's full-time on-site presence and availability in coordinating issues specific to traffic, parking, safety, pedestrians, and businesses. Services performed by 4LEAF included: Performing close collaboration between the City staff, design firm, construction contractor, and 4LEAF's subconsultants for materials testing/special inspection and schedule management. • Performing extensive daily public outreach and communications with downtown business owners concerning issues such as access to their properties; collecting daily photographs of construction activities. Managing project documentation according to LAPM requirements as required for federal funds. Agency Name: City of Mill Valley Project Dates: 2016-2017 Client Contact: Andrew Poster, P. E., T. E. - DPW Client Telephone: (415) 384-4800 Client Address: 26 Corte Madera Avenue, Mill Valley, CA 94941 Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 32 Section 3: Scope of Work — Public Works March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, Building and DSA Inspector of Record Inspection Services 4LEAF performed DSA, IOR, and Project Inspection services for two major C O L L EG E developments with the College of Marin. 4LEAF provided continual inspection services MARV throughout the duration of both building projects. DSA IOR Services for College of Marin 4LEAF performed DSA IOR services on three important projects at the College of Marin in Kentfield, CA. 4LEAF provided two DSA Class 1 Inspectors who were responsible to act as an agent of DSA and for the College on the project site to ensure the project is in compliance with DSA code, specifications, and quality control as required by a public works facility. Project # 1: Science Math Central Plant Building Project Scope: This $49 million project consists of construction of a new 77,000 gross square foot (GSF), three-story, Science, Math, and Nursing Building to replace the original 55,000 sq. ft. 1960's Science structure. The building includes state-of-the-art teaching facilities with appropriate laboratory ventilation and improved safety systems. In addition to housing Science, Math, and Nursing programs and the College's internal IT department, a new Central Plant accommodates electrical and mechanical equipment for the campus. Taking advantage of the campus's natural elements, a new West Bridge over Corte Madera Creek provides an entrance to the newly constructed building that improves access to the campus from the south. The new building is rated LEED® Gold Certification by the United States Green Building Council and features a partial "green" roof, and a heating system utilizing water -fed heat pumps from the common geothermal field. Project # 2: West Campus Bridge Project Scope: Increment 1: including the ramps, asphalt and all concrete (foundation, steps/ramps etc.) except the block outs that were required for the DSA's approval for the bridge attachment and also any landscape. Increment 2 required the contractor to submit necessary bridge design and calculations for DSA review and approval. After DSA approved the contractor installed the final bridge embeds and concrete work required for the embeds as well as the bridge itself. Client Name: Swinerton Management & Consulting Inc. Project Owner: Marin Community College District Owner Contact: Robert Thompson (415)485-9450 Address: 835 College Ave, Kentfield, CA 94904 Client Contact: Bill Krill, PM, (415)971-2450 Completion Date: 2012 Project Cost: $66 million Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 33 Section 3: Scope of Work - Public Works March 14, 2022 0 4LEAF, INC. ENGINEERING CONSTRUCTION MAN, 4LEAF provided Project Management, Construction Management, and Inspection Services for the City of Pacifica's $19M Wet Weather Equalization (EQ) Basin project. 4LEAF also provided Project Management and Constructability Review services during the Geotechnical Investigation, Design, and California Environmental Quality Act (CEQA) Evaluation phases of the project. The project was constructed to eliminate capacity -related sanitary sewer overflows (SSOs) in the City's sanitary sewer collection system during the rainy season. The EQ Basin and pipelines were constructed adjacent to and within residential neighborhoods, and 4LEAF performed daily noise monitoring inside and adjacent to the project area and extensive public outreach. 4LEAF was responsible for coordination and ensuring contractor compliance of the CEQA Mitigation Monitoring and Reporting Plan as well as assisting in obtaining Addendums to the CEQA document. City Of Pacifica Construction began in June 2017 and the following key construction activities were performed: • Drilling and sampling activities by 4LEAF to perform in-situ waste characterization of the 23,000 cubic yards (cyds) of soil to be excavated for the EQ basin. • Site demolition. • Construction of a perimeter sound wall adjacent to nearby residences. • Construction of a 3 -foot -thick outer concrete cutoff wall (24 interconnected panels) to depths ranging between 50 and 70 feet below ground surface (bgs) around the perimeter of the EQ Basin structure. • Installation and operation of a localized dewatering system during construction of EQ Basin structure. • Construction of a 5 -foot -thick reinforced concrete mat slab and 2 -foot -thick inner concrete liner wall. • Installation of all mechanical piping, electrical conduit and wiring, motor control center bldg. w/ PLC panel, discharge pumps, explosive -proof lighting, odor control piping, blowers, and GAC vessel. ■ Restoration of parking lot, sidewalks, lighting, and bio -retention basins for surface stormwater runoff. • Installation of approx. 200 feet of 36 -inch -diameter steel casing using jack -and -bore techniques. Client Name: City of Pacifica Key Personnel: Client Contact: Louis Sun, P.E., Gene Barry, P.E. - Project Manager Deputy Director Public Works Gopi Chandran -Construction Manager Client Address: 700 Coast Highway, Pacifica, CA Hassan Alkatib - Construction Inspector Client Phone: (650) 738-4662 Mike Mousseau - Construction Inspector Client Email: sunt@ci.pacifica.ca.us Robert Shipman -Construction Inspector Project Dates: Oct. 2015 - Feb. 2020 Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 34 Section 3: Scope of Work - Public Works March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN. City of San Bruno 4LEAF provided the City of San Bruno with Construction Management and Inspection Services for the $3.35 million Crystal Springs Road Sewer Main Replacement Project. This project consisted of constructing approximately 550 lineal feet of 8 -inch, 10 -inch and 24 -inch diameter HDPE sanitary sewer pipe and removing and replacing approximately 2,595 lineal feet of 8 -inch, 10 -inch, 18 -inch, and 20 -inch sanitary sewer pipe by open -cut construction methods. A portion of the pipeline installation occurred on EI Camino Real, which is a Caltrans operated roadway requiring work be performed according to the Caltrans encroachment permit. Additional project details included: • Constructing standard sewer manholes and drop manholes. ■ Construction of 4 -inch and 8 -inch water mains. • Full width slurry seal. • Pavement Delineation. • Extensive community outreach. • Narrow roadways with heavy commute traffic. • Night work within Caltrans right-of-way. Services to be performed by the 4LEAF team included: • Providing daily inspections and daily report documentation of job-related activities. • Continually monitoring the contractor's traffic control to ensure compliance with the project's traffic control plans. • Monitoring the contractors' daily storm water protection. • Attending weekly meetings with the City, contractors, client, and design engineers. ■ Monitoring and documenting the contractor's work for adherence to contract plans and specifications. • Providing continual review of plans and specifications. • Collecting and maintaining digital photographs of all daily construction activities. • Reporting all discrepancies requiring corrective actions to City staff. • Meeting with the contractor to review proposed work and schedule inspections. • Developing "punch list" items and following-up with corrective measures with the City's staff. Client Name: City of San Bruno Client Contact: Jimmy Tan, P.E. Client Address: 567 EI Camino Real, San Bruno, CA Client Phone: (650) 616-7075 Client Email: JTan@sanbruno.ca.eov Project Dates: February 2019 -June 2019 Key Personnel: Tricia Baxter, P.E.— Project Manager Roger Remolacio, P.E. — Construction Manager Mark Thrailkill —Sr. Construction Inspector Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 35 Section 3: Scope of Work — Public Works March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MAN. City of San Mateo 4LEAF and our Team firms SWCA and CTS are providing Construction Management, Construction Inspection, Biological Survey and Monitoring, Cultural Resource Monitoring, and Special Inspection and Material Testing services for this $24M project. Due to construction within the Bay and forebay, various agency permits include the Bay Conservation and Development Commission (BCDC), a California Department of Fish & Wildlife (CDFW) Lake and Streambed Alteration Agreement, the California Regional Water Quality Control Board (RWQCB), and the United States Army Corps of Engineers (USACE) were obtained. Upon completion of the project, more than 2,000 homeowners in surrounding neighborhoods will apply for a Federal Emergency Management Agency (FEMA) flood insurance exemption. Final site mitigation will include a riparian mitigation area along the permanently altered streambed. Construction began in September 2020 and includes: • Constructing a temporary detour segment of the Bay Trail around the project locations and through the North Shoreview Neighborhood. • Raising a 1,300 -foot levee segment located between the San Mateo and Burlingame border off Airport Boulevard and adjacent to the Peninsula Humane Society. • Updating electrical controls, correcting structural deficiencies, installing backup power generation, installing new pump station outfalls, and increasing pumping capacity at the Coyote Point and Poplar Avenue Pump Stations • Installing trash capture devices. Services being performed by 4LEAF's Team include: • Ensuring all permits and access agreements with Agencies and 3rd -party utilities were in place prior to construction. ■ Ensuring all biological and cultural resource requirements were in place. ■ Performing full-service Construction Management and Inspection services. • Providing daily inspections and documenting job-related activities. • Monitoring and documenting the contractor's work for adherence to contract plans and specifications. • Performing compliance measures including biological monitoring for the Ridgeway Rail and cultural monitoring by members of the Muwekma Ohlone Tribe. • Maintaining close collaboration between the City, design firm, contractor, and 4LEAF's subconsultants. Client Name: City of San Mateo Key Personnel: Client Contact: Jimmy Vo, P.E., Sr. Engineer Gene Barry, P.E. PIC Client Address: 330 W. 20th Ave., San Mateo, CA Gopi Chandran —CM Client Telephone: (650) 522-7319 Chad Martin —Inspector Client Email: ivo@cityofsanmateo.orMike Mousseau - Inspector Project Dates: August 2020 - ongoing Chris Bryden - Inspector Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 36 Section 3: Scope of Work — Public Works March 14, 2022 March 14, 2022 QUALIFICATIONS TO PROVIDE COMMUNITY DEVELOPNEMT, PUBLIC WORKS, AND FIRE SERVICES FOR THE CITY OF SAN RAFAEL 4LEAF, INC. ENGINEERING, CONSTRUCTION MANAGEMENT PLAN CHECK _ BUILDING INSPECTION PLANNING SECTION 3: SCOPE OF WORT{ - PLANNING Approach 4LEAF Planners have extensive experience working on on-call services within the Planning Division. Our staff's attention to detail and organized approach to project management helps maintain project schedules and ensures positive and timely results. Our Planners possess the technical writing and report preparation abilities needed to convey the greatest detail in a manner that is easy to understand with solid recommendations of findings rooted in the plans, policies, and codes that reinforce the City's vision. We are dedicated to understanding the vision of a community and rigorously working towards that vision. We utilize application checklists as the foundation of our review and translate policies and regulations as they apply to development applications. We transpose our findings into informative, concise, and simple to understand staff reports or studies. These endeavors cannot be accomplished in a vacuum and our staff are well -versed in project management and will work diligently with other departments and agencies to ensure that the highest levels of review and feedback are achieved. 4LEAF's Planning duties include the development of submittal forms to meet statutory requirements, taking in and reviewing projects for rebuilding and temporary housing, conducting pre -design rebuild meetings, responding to the planning and zoning information hotline as applicable, and conducting site inspections and property research to support application processing and meetings. We will arrive on-site with a positive attitude and will make every attempt to move projects forward to achieve successful outcomes. We are creative in our approach and can develop alternative methods to achieve the best outcome for the communities, agencies, and applicants. The Planning Division at 4LEAF is responsible for integrating staff into local and State jurisdictions where we are routinely called upon to supplement vacancies and staff shortages. We also provide staff augmentation services when projects require focused processing and management of a variety of land use applications for compliance with land development codes and general, adopted area, and specific plans. Our team evaluates the environmental impacts of private development proposals and coordinates with other divisions to ensure that standards for building safety and infrastructure systems are appropriately addressed with new development. 4LEAF employs 20 professional planners with a variety of skills and experience, which will provide the depth of staffing necessary to achieve all requirements and needs of the City. 4LEAF Planners have successfully taken on complex planning duties in locations hardest hit by wildfires in recent years including the City of Malibu, Town of Paradise, County of Sonoma, and County of Santa Cruz. Our ability to augment services to expedite planning and permitting processes ensures that residents are afforded an opportunity to get their lives back. Other recent on- call planning placements include the City of Pinole where 4LEAF assignments consist of a Permit Technician, Code Enforcement Officer, a Project Planner, and a 4 -month contract for a Planning Manager to oversee the Planning, Building, and Code Enforcement Divisions. In addition, 4LEAF has secured an assignment with the City of Pleasant Hill overseeing complex developer funded projects as well as City -driven policy updates. 4LEAF has successfully placed a variety of skilled staff in local and county agencies for over 20 years. Our professional, certified, and registered staff bring the greatest knowledge and understanding of their respective Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 37 Section 3: Scope of Work - Planning March 14, 2022 4LEAF, INC. ENGINEERING , CONSTRUCTION MANAGEMENT PLAN CHECK. BUILDING INSPECTION. PLANNING fields, which ensures that our clients receive staff that are highly experienced and able to assimilate into the City of Campbell's team. We thrive on customer service and recognize that every contact we make—whether an applicant, the general public, or an agency representative—is critical for building and maintaining partnerships. Customer care is a core value at 4LEAF, and our staff is expected to operate in a fashion aligned with this value. Our Planners have successfully completed many design review applications, use permits, subdivisions/plats, land development code updates, general and comprehensive plan updates and development, cannabis regulations, environmental documentation oversight, affordable housing, and solar, wind, and energy compatibility projects. Planning Project History Since establishing our Planning division in 2018, 4LEAF has worked with numerous jurisdictions providing following services: Comprehensive Planning Services including On -Call Planning, Specific Plans, General Plan Amendments, Updates of Housing and Safety Elements, and Long -Range initiatives related to fire resiliency and disaster recovery. City of Foster City i City of Sebastopol City of Santa Clarita City of Cloverdale City of Greenfield City of Cotati City of Pleasant Hill City of San Juan Bautista City of Benicia City of Rohnert Park City of South Lake Tahoe City of Mountain View City of Norwalk City of Benicia City of San Bruno City of Gilroy City of Pinole City of San Marino County of San Mateo County of Sonoma (Housing Element) County of Jackson, OR County of Santa Cruz { County of Monterey Counties of Napa & Sonoma (ABAG) Planners 4LEAF Planners are available for both on- and off-site services. Our Planners include Directors, Principals, Manager, Seniors, Associates, Assistants, and Interns. Below is a condensed list of our available staff: PersonnelPlanning Jane Riley, AICP Positian Principal Planner Karna Wong, AICP, Ph.D. Planning Manager Jason Neuman Senior Planning & Fire Safety Specialist Eduardo Hernandez Senior Planner & Translation Specialist Shaveta Sharma Senior Planner Syed Waqar Shah Assistant Planner Elliott Pickett Planning Technician Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 38 Section 3: Scope of Work - Planning March 14, 2022 4LEAF, INC. ENGINEERING , CONSTRUCTION MANAGEMENT PLAN CHECK. BUILDING INSPECTION. PLANNING Project Experience Within the past 12 months, 4LEAF has added 15 new municipalities for on-call planning services contracts. We are currently engaged with the cities of Greenfield, Pleasant Hill, Benicia, and San Juan Bautista providing Contract, On -Call, and Planning Support Services. We have provided a wide array of Planning personnel to include everything from a Planning Technician to Planning Director and everything in between. 4LEAF has successfully placed a variety of skilled staff in local and county agencies for over 20 years. Our professional, certified, and registered staff bring the greatest knowledge and understanding of their respective fields, which ensures that our clients receive staff that are highly experienced and able to assimilate into the City of Dixon's team. In addition to providing On -Call and Planning Support Services, 4LEAF is currently working with the ABAG Joint Planning Collaborative for Napa and Sonoma County Housing Element, addressing the housing challenges facing the region and overseeing planning sessions with the Collaborative's Steering Committee. In addition, 4LEAF is currently providing Housing Elements to the cities of San Marino, Santa Clarita, Cotati, Cloverdale, and Sebastopol. We also have experience working with HCD providing RHNA number appeal services to our clients. I'ir-e Recovery PlarrningService 4LEAF has placed approximately 10 planners that have successfully taken on complex planning duties in locations hardest hit by wildfires in recent years including the City of Malibu, Town of Paradise, and Counties of Sonoma, Solano, and Santa Cruz. 4LEAF provides complete Community Development Service Programs for these rebuild programs. Relevant Project Experience Planning and Code Enforcement 4LEAF is currently providing and Interim Planning Manager to replace the recently retired Director of the Community Development Department. 4LEAF's scope includes ��r SPu� performing professional Planning and Code Enforcement duties for the City. General ' it r planning duties include both current and advanced planning functions on-site and YYYY est. Tryns remotely four days a week. Agency Name: City of Larkspur Contact Name: Dan Schwarz, City Manager Contact Phone: (415) 927-5018 Contact Email: dschwarz@cityoflarkspur.ore Dates of Services: 2021— Present Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 39 Section 3: Scope of Work - Planning March 14, 2022 4LEAF, INC. f ENGINEERING CONSTRUCTION MANAGEMENT PLAN CHECK _ BUILDING INSPECTION . PLANNING Regional Housing Need Allocation Appeal Assistance 4LEAF will oversee the 6"' 'planning cycle for the Association of Bay Area Governments (ABAG) , region's 441,186 new affordable housing units as part of Sonoma County's Regional Housing Need s.r Allocation (RHNA). 4LEAF will work to meet the five statutory objectives to assist the County in: 1. Increasing housing with the goal of improving housing affordability and equity in all cities and counties within the region; 2. Promoting infill development and socioeconomic equity; protect environmental and agricultural resources; encourage efficient development patterns; and achieve greenhouse gas reduction targets; 3. Improving intra -regional jobs -to -housing relationship, including the balance between low-wage jobs and affordable housing units for low-wage workers in each jurisdiction; 4. Balancing disproportionate household income distributions (more high-income allocation to lower- income areas, and vice -versa); 5. and affirmatively furthering fair housing through the growth patterns outlined in Plan Bay Area initiative. 4LEAF is providing one (1) Principal Planner who will provide research and collaborate with other jurisdictions in Sonoma County in accordance with Government Code 65584.04. As such, we will be able to determine if any factors are applicable to the development of unincorporated counties in the ABAG region. Our approach to the project will take shape in four (4) steps: 1. Research of past successful 6th cycle RHNA appeal approaches. 2. Collaboration with jurisdictions within Sonoma County and unincorporated counties within the ABAG region to gain an understanding of the viewpoints and intended actions related to RHNA appeals from other jurisdictions and identifying common ground. 3. Drafting the review of appeal and letter. 4. Follow-up as needed for questions and clarifications from ABAG staff. Estimated budget: NTE $24,000 Agency Name: County of Sonoma Project Dates: —May 2021—July 2021 Client Contact: Tennis Wick, AICP Client Telephone: (707) 565-1925 Client Address: 2550 Ventura Avenue, Santa Rosa, CA 95403 Contact Email: Tennis.Wick@Sonoma-Caunty.org Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 40 Section 3: Scope of Work - Planning March 14, 2022 4LEAF, INC. �! ENGINEERING , CONSMULTION MANAGEMENT PLAN CHECK _ BUILDING INSPECTION - PLANNING On -Call Planning Services 4LEAF is providing one (1) Associate Planner and one (1) Planning Manager to assist with the r- '•. City of Pinole's planning needs. \\�Co Developer -funded projects: ➢ Lucky's Facade Modification — Design review for upgrade to fagade for Lucky's store in a major retail center. Required Planning Commission approval. ➢ 1409 & 1431 Nob Hill — Design review for two (2) Single -Family residential structures. ➢ East Bay Ophthalmology Center — 1289 Pinole Valley Road. Design review for a 6,900 square foot medical office building. Planning Commission and City Council approval. ➢ West Coast Arborists, Inc. — Design review for Contractor's yard including remodeling existing 2,000 s.f. metal building, resurfacing of existing paved area and addition of new paving. Required Planning Commission approval. ➢ Making Waves Academy Pinole Campus—Application submitted for Design Review and Sign Program of a new K -4th public school campus on a 7.8 -acre infill parcel. The project includes the demolition of the existing Tenet Medical building and construction of two state of the art two-story classroom buildings, a multi-purpose building and an administrative building totaling 95,250 square feet and outdoor space. Required Planning Commission approval (project withdrawn). ➢ Hazel Drive Four -Lot Subdivision — Design Review for single family development and Development Agreement for roadway connection to Sunnyview Drive, West end of Hazel Drive. Required City council approval due to Development Agreement. ➢ Pinole Square—Application submitted to renovate and expand the existing Safeway Grocery store and add a new gas station and construct new commercial pad buildings. Manage environmental review consultant. Planning Commission and City Council Approval. Finishing up environmental review. ➢ Pinole Woods — Design Review for a 100+ unit senior housing development. Contracting Agency PM and Contact Information: Tamara Miller Development Services Director/Engineer (510)724-9017 TMiller(@Ci.Pinole.ca.us Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 41 Section 3: Scope of Work - Planning March 14, 2022 4LEAF, INC. ENGINEERING • CONSTRUCTION MANAGEMENT PLAN CHECK. BUILDING INSPECTION - PLANNING On -Call Planning Services 4LEAF is currently providing a Senior -Level Planner to the City where we oversee several complex planning projects. All projects with the City of Pleasant Hill are developer -funded and 41) responsibilities include: DTYOF PI•FAMST HILL ➢ Preparing staff reports, resolutions, and ordinances for recommendations by the Architectural Review Commission, Planning Commission and City Council ➢ Processing applications for minor/major subdivisions ➢ Planned Unit Development/Specific Plan ➢ General Plan Amendment ➢ Minor/Major Subdivisions ➢ Development Plans ➢ CEQA Review ➢ Architectural Review Permits Current/recent project support: fi- ➢ Downtown Cleveland Multi -family Specific Plan: Architectural Review, Planned Unit Development/Specific Plan "Concept Plan", Development Plan, General Plan Amendment, and environmental review for a 189 -unit multi -family residential development near the City's Downtown. Project is preparing for public hearings before the Architectural Review Commission, Planning Commission, and City Council. ➢ Oak Park Specific Plan: 34 lot major subdivision, development plan, and rezone (PUD). Rezone from R- 10 (SFR 10,000 min) to Multi -family very low density as part of a Planned Unit Development/Specific Plan, development plan review. Prepared all staff reports and made presentation to the Architectural Review Commission, Planning Commission, and City Council. ➢ 590 Creekside Minor Subdivision: 2 -lot single family subdivision. Prepared all staff reports findings and resolution for approval before the Planning Commission and City Council. ➢ 2001 CCB Facade Improvements: Fa4ade improvements for a medium sized retail center. Architectural Review permit. Application withdrawn because of costs. In addition, our planner assisted the City with securing their S132 grant. Agency Name: City of Pleasant Hill Client Contact: Troy Fujimoto, Interim City Planner Client Telephone: (925) 671-5209 Client Email: TFuiimoto2PleasantHillca.orR Contract Dates: 8/2019 - Ongoing Contract Budget: NTE $25,000 Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 42 Section 3: Scope of Work - Planning March 14, 2022 March 14, 2022 QUALIFICATIONS TO PROVIDE COMMUNITY DEVELOPNEMT, PUBLIC WORKS, AND FIRE SERVICES FOR THE L s :1►l"Iml Al*p 4LEAF. INC. ENGINEERING CONSTRUCTION MANAGEMENT PLAN CHECK - BUILDING INSPECTION - PLANNING SECTION 3: SCOPE OF WORK - FIRE APPROACH Our Fire team is comprised of experienced Fire Plan Reviewers, Fire Protection Engineers, Fire Marshals, and Fire Chiefs. 4LEAF's fire inspectors are all ICC and/or OSFM Certified and experienced working within a municipal work environment. Our fire plan review and inspection processes similarly follow the procedures and timelines outlines in our Building plan review and inspection sections. We have worked on several high-profile contracts for fire prevention services and recovery programs including: ➢ Jackson County, Oregon — Fire Recovery Program ➢ Santa Cruz County — Fire Recovery Program ➢ Solano County— Fire Recovery Program ➢ Sonoma County— Fire Recovery Program ➢ Town of Paradise — Fire Recovery Program ➢ City of Victorville — Fire Prevention Program and Fire Plan Review Services ➢ University of California, Santa Barbara — Fire Plan Review Services ➢ City of Murrieta Fire Department— Fire Plan Review, Fire Inspection, and Fire Marshal Services ➢ Livermore Pleasanton Fire Department — Fire Review and Inspection Services ➢ City of Oakland Fire Department — Fire Plan Review Services ➢ City of Malibu — Fire Recovery and Plan Review Services Fire Plan Review Services 4LEAF can provide plan review services for all types of occupancies and construction types to ensure compliance with all adopted codes, local ordinances and state and federal laws, ordinances, regulations, and standards that pertain to Fire Life Safety Including, but not limited to: ➢ CA Title 24, Parts 2, 3, 4, and 9 ➢ NFPA 13, 13R, 13D, 24, and 72 ➢ Local amendments to the California Building and Fire Codes ➢ California Health and Safety Code ➢ Murrieta Fire Standards & Municipal Codes ➢ National Fire Protection Referenced Standards 4LEAF is one of the Fire Life Safety industry's leaders in Plan Review Services. Our Fire Plan Review Services include: ➢ Compliance for Site Access Requirements ➢ Annual Business Inspections ➢ Compliance for Fire Flow Requirements ➢ Complete Fire Prevention Services ➢ Review of Fire Prevention, Suppression, and ➢ New Construction Inspections Detection Systems ➢ Fire Alarm/Sprinkler Inspections ➢ Sprinkler, Standpipe, Alarm, Notification ➢ Special Event Permits Systems, and Fire Pump Code Compliance ➢ Hazardous Materials Inspections ➢ Hazardous Occupancies, High Piled Storage, and ➢ In -House Plan Review Smoke Control Systems ➢ Off -Site Plan Review ➢ Review of Alternate Means ➢ Code and Standards ➢ Review of Methods Requests ➢ Public Education and Safety Training Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 43 Section 3: Scope of Work — Fire March 14, 2022 4LEAF, INC. ENGINEERING , CONSTRUCTION MANAGEMENT PLAN CHECK. BUILDING INSPECTION. PLANNING Fire Review & Inspection Personnel 4LEAF has three Fire Protection Engineers for fire review projects such as sprinklers, alarm systems, and other fire - related consulting items. Our Fire Plans Examiners and Fire Inspectors come with many years of experience and are familiar with a wide range of projects. We service various Fire Districts and Fire Departments with Inspection and Plan Review scopes as well as consulting on large construction projects. Our team includes: Fire Personnel Geoff Aus Registrations Fire Marshall, Inspector, and Plans Examiner Flora Chen, P.E. Registered Professional Engineer, Fire Protection Engineer Gib Moush, P.E. Registered Professional Engineer, Fire Protection Engineer John Shoffa Certified Fire Officer, Fire Plans Examiner, Fire Inspector Loralyn Davis Fire Plans Examiner/Fire Inspector Ronald Griesinger Fire Plans Examiner/Fire Inspector John Riddell Fire Plans Examiner/Fire Inspector Randy Amores Fire Plans Examiner/Fire Inspector Rebecca Lauricella Fire Plans Examiner/Fire Inspector Stuart Blakesley Fire Plans Examiner/Fire Inspector Vincent Fung Fire Plans Examiner/Fire Inspector Christopher Fowler, CBO Fire Inspector II (ICC) Brent Hipsher, CBO, CASp Tom Cervantes Fire Inspector Fire Prevention Officer, Fire Inspector I, II, and Fire Plans Examiner Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 44 Section 3: Scope of Work - Fire March 14, 2022 4LEAF, INC. ENGINEERING . CONSTRUCTION MANAGEMENT PLAN CHECK. BUILDING INSPECTION - PLANNING Project Experience Fire Plan Review, Fire Inspection, & Consulting Services 4LEAF is currently supplying on-site inspection and fire review and design consulting for numerous fire alarm and sprinkler system reviews. 4LEAF currently has one person dedicated to theme Department (Geoff Aus) to assist the Department with Fire Services. MOM Agency Name: Ross Valley Fire Department Contact Name: Jason Weber, Fire Chief Contact Phone: (415) 258-4686 Client Email: JWeber@RossValleyFire.org Dates of Services: 2018 - Present 1 Fire Review & Fire Inspection Services 4LEAF is currently supplying on-site inspection and on-site review for projects in the Menlo Park rL►,Aft-k+ Fire Protection District. 4LEAF's scope includes performing professional duties in the inspection and assessment of hazardous materials facilities and sites. Agency Name: Menlo Park Fire District �L^� Contact Name: John Johnston Contact Phone: (650) 688-8400 Contact Email: JohnJ(&MenlDFire.orl=_ Dates of Services: 2014 - Present Fire Plan Review & Inspection Services 4LEAF has been providing On -Call Plan Review and Inspection Services to the City of Oakland since 2018. We recently dedicated project inspectors working in the City of Oakland inspecting specific "�• -: major projects. r City of Oakland Agency Name: City of Oakland Client Contact: Timothy Low, P.E., Acting Deputy Director, Building Official Contact Phone: Office: (510) 238-7287 Contact Email: TLowPOaklandnet.com Dates of Services: 2018 - Present Fire Plan Review & Fire Inspection Services 4LEAF is currently supplying on-site inspection and off-site fire review and design consulting for numerous fire alarm and sprinkler system reviews. To date since 2013, 4LEAF has completed more than 25 projects including work with several different County Project Managers, other County consulting firms, and the Fire Marshal. Agency Name: County of Santa Clara, Facilities, and Fleet & Office of the Fire Marshal Contact Name: Hector Marin, Deputy Fire Marshal Contact Telephone: Office: (408) 993-4614 Contact Email: Hector.iylarin@FAF.sccgov.or� Date of Service: 2013 - Present Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 45 Section 3: Scope of Work - Fire March 14, 2022 4LEAF, INC. ENGINEERING CQMSfRUCnON MAKA4EMENT PLAN CHECK. I3U1LDINC. INSPECTIdN .PLANNING Plan Review and Inspection Services 4LEAF, Inc. (4LEAF) was recently awarded the sole source contract with the County of Sonoma to perform all operations relating to the damage caused by the permit 2017Sonoma Complex fires. (�`\- SONOMA Resiliency Permit Center Following the 2017 Complex fires, which spread across ^245,000 acres and resulted in the destruction of 3;000+ residential structures in unincorporated Sonoma County alone, the County contracted with a third -party firm to establish an on-site disaster recovery center. The Resiliency Permit Center (RPC) opened in Ll tiii �.1�tI. February 2018 and is currently staffed and operated by 4LEAF. The RPC is exclusively dedicated to the residential reconstruction permitting needs of unincorporated Sonoma County. The recovery center provides a full range of development services to residents, contractors, and developers in Sonoma County. 4LEAF's skilled on-site project team consists of 20+ Building and Fire Inspectors, Plans Examiners, Project Administration Staff, and an Engineering team for this $5+ Billion rebuilding effort. The County has recently added recovery for the LNU Complex Fires and Glass Incident recovery to our contract. Services performed by 4LEAF include: ➢ Project management, scheduling, and support ➢ Permit intake and processing ➢ Plan review services for compliance with environmental building, planning, septic, weir, storm arainage, ana engineering regulations f ➢ On-site plan review and inspection t ➢ Plan intake, routing, and comment return .: 'I ➢ Community engagement � AIR, Project Highlights: ➢ Preapplication screening appointments conducted with applicants to streamline the permitting process ➢ 100% electronic record keeping program providing project submissions and updated information ➢ Permit application & review process with a five (5) business day maximum comment response time Emergency Inspection Response In the Spring of 2019, the County suffered extensive flooding due the rising waters of the Russian River. 4LEAF immediately dispatched 20 inspectors to inspect the damages caused to properties as a result of the flood. Estimated Contract Value: —$20 million Agency Name: County of Sonoma Project Dates: 2018 - Present Client Contact: Tennis Wick, AICP Client Telephone: (707) 565-1925 Client Address: 2550 Ventura Avenue, Santa Rosa, CA 95403 Contact Email: Tennis.Wick@Sonoma-CountV.org Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 46 Section 3: Scope of Work — Fire March 14, 2022 4LEAF, INC. ENGINEERING , CONSTRUCTION MANAGEMENT PLAN CHECK. BUILDING INSPECTION. PLANNING Plan Review, Inspection, Planning, Public Works, and Fire Recovery Services On November 8, 2018, the most destructive wildfire in California history began in Butte County, CA .I and quickly spread to the Town of Paradise. The Town of Paradise is Butte County's second largest . incorporated jurisdiction with more than 26,000 people and the loss of housing displaced over 10% of the County's population. After burning for over three weeks, the fire ultimately destroyed, within the Town limits alone: ➢ 12,000 Residential Units ➢ 400 Commercial structures ➢ 3,000 Accessory structures 4LEAF is currently providing complete Community Development Services to the Town of Paradise. This four- year contract was put into place and 4LEAF is to provide Permitting, Plan Review, Building Inspections, Public Works Inspections, Planning, Code Enforcement, Debris Removal Management, and Public Outreach for this $9.5 Billion rebuild set to take place over the next 10 years. 4LEAF is assisting the Town with a post disaster recovery -centered office that offers permit intake and processing, record support, plan review, and inspections services for the peak` F rebuild during the next several years. This office will offer the full range of planning and building assistance to residents, contractors, and developers. In addition, 4LEAF provides outreach specialists to help provide education and outreach to the community on processes and progress of rebuilding. 4LEAF and its staff utilize the Accela software for permitting, building, and inspections. Our staff currently includes 15 personnel. Current staff: ➢ 2 Directors ➢ 3 Building Inspectors ➢ 5 Permit Technicians ➢ 2 Planners ➢ 2 Plans Examiners Agency Name: Town of Paradise Project Dates: 2019 - Present Client Contact: Susan Hartman, CDD Director Client Telephone: (530) 872-6291 ext. 114 Client Address: 5555 Skyway Road, Paradise CA 95969 Contact Email: SHartman@TownOfParadise.com Valuation: $9.5 Billion Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 47 Section 3: Scope of Work - Fire March 14, 2022 March 14, 2022 QUALIFICATIONS TO PROVIDE COMMUNITY DEVELOPNEMT, PUBLIC WORKS, AND FIRE SERVICES FOR THE CITY OF SAN RAFAEL 4LEAF, INC. ENGINEERING • CONSTRUCTION MANAGEMENT PLAN CHECK BUILDING INSPECTION PLANNING SECTION 4: FEE SCHEDULE 2022-2023 FEE SCHEDULE & BASIS OF CHARGES FOR THE CITY OF SAN RAFAEL All Rates are Subject to Basis of Charges Plan Review Percentage: 65% Public Improvement Review Percentage: 50% Hourly Plan Review: $140 Non -Structural Review $160 Structural Review MWELO Landscape Plan Review Package (initial review and coordination, 1 recheck, and certificate of completion parts 1-6): $980 Buiidina & Fir Fee includes: ➢ Initial review and two (2) rechecks. Hourly charges apply after three (3) or more rechecks. ➢ Shipping, courier, and electronic service. Permit Manager.................................................................... ...$120/hour ........................................................... SeniorPermit Technician....................................................................................................................$100/hour PermitTechnician...............................................................................................................................$90/hour Clerk/Administrator ............................................................................................................................ $80/hour Chief Building Official............................................................................................................. ...........$170/hour Senior Combination Building Inspector (Building Inspector III) .........................................................$135/hour Commercial Building Inspector (Building Inspector II) ........................ ................................. ............ .$115/hour Residential Building Inspector (Building Inspector 1) ........... ............................................................... $98/hour Civil Plan Review (Grading, Improvement Plans) ............. ............... .................................................. .$170/hour Structural Plan Review Engineer ............................................. ...$160/hour ........................................................ Non -Structural Plans Examiner........................................................ ......................... .............. ........... $140/hour Fire Prevention Officer....................•--•......----------..........----•-............--•--•..............._._.._...---.................$155/hour FireProtection Engineer(FPE).............................................................. ............................ .................. $205/hour Fire Plans Examiner............................................................................................................................$145/hour FireInspector II .............................•.......... ............. ............ ...................................... ..................... $125/hour FireInspector I....................................................................................................................................$115/hour Inspectorof Record............................................................................................................ ..$160/hour Public Works Inspector.......................................................................................................................$155/hour DSA Class 1 / OSHPD A Inspector.......................................................................................................$155/hour DSA Class 2 / OSHPD B Inspector.......................................................................................................$115/hour DSA Class 3 / OSHPD C Inspector........................................................................................................$105/hour Certified Access Specialist(CASp).......................................................................................................$170/hour GoFormz Software.................................................................................................................. $50/user monthly Hourly overtime charge per inspector.....................................................................................1.5 x hourly rate Mileage (for inspections performed within the City).................................................................. IRS Rate + 20% Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 48 Section 4: Fee Schedule March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MANAGEMENT PLAN CHECK • BUILDING INSPECTION - PLANNING Code Enforcement ProjectManager............................................................................................................................... $180/hour Director of Code Enforcement......................................................................................................... $170/hour SeniorCode Enforcement Officer..................................................................................................... $125/hour Code Enforcement Officer.......................................................... .. $105/hour ................................................... . Administrative Support ................................................................... ............. $80/hour ................................... . Planning Principal-in-Charge........................................................................................................................... $275/hour Housing Policy Director.................................................................................................................... $220/hour PlanningDirector.................................................................................................................. $200/hour Principal/Planning Manager...................................................................,................................ $170/hour SeniorPlanner........................•.................................•••..................................................................... $155/hour AssociatePlanner.............................................................................................................................$135/hour AssistantPlanner.............................................................................................................................$110/hour Senior Planning Technician............................................................................................................... $100/hour Planning Technician........................................................................ ........ .......................................... $90/hour Project Managernent ProjectManager.................................................................................................................................$185/hour Principal-in-charge..............................................................................................................................$275/hour BASIS OF CHARGES - BUILDING, FIRE, & PLANNING Rates are inclusive of "tools of the trade" such as forms, telephones, and consumables. All invoicing will be submitted monthly. ■ Staff Augmentation work (excluding plan review) is subject to 4 -hour minimum charges unless stated otherwise. Services billed in 4 -hour increments. ■ Most plan reviews will be done in 10 business days or less and 5 business days or less for re -checks. This is not inclusive of holidays or the day of the pick-up of plans. ■ Expedited reviews will be billed at 1.5x the plan review fee listed in the fee schedule. Return time will be within seven (7) days of receipt of the plans from the District. • Plan review of deferred submittals & revisions will be billed at the hourly rates listed. All plan review services will be subject to a $250.00 minimum fee if percentage -based fee or two (2) hour minimum charge if hourly rates apply. • Larger complex plan reviews can be negotiated to achieve the best possible pricing. 4LEAF has a proven track record of working with municipalities to provide expedited reviews with discounted pricing when applicable. • 4LEAF assumes that these rates reflect the FY2022-2023 contract period. 3% escalation for FY2023-2024 and FY2024-2025 is negotiable per market conditions. ■ Overtime and Premium time will be charged as follows: - Regular time (work begun after 5AM or before 4PM) 1 x hourly rate - Nighttime (work begun after 4PM or before 5AM) 1.125 x hourly rate Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 49 Section 4: Fee Schedule March 14, 2022 4LEAF, INC. ENGINEERING CONSTRUCTION MANAGEMENT PLAN CHECK BUILDING INSPECTION PLANNING - Overtime (over 8 -hour M -F or Saturdays) 1.5 x hourly rate - Overtime (over 8 hours Sat or 1S` 8 -hour Sun) 2 x hourly rate - Overtime (over 8 hours Sun or Holidays) 3 x hourly rate • Overtime will only be billed with prior authorization of the designated District personnel. • All work with less than 8 hours rest between shifts will be charged the appropriate overtime rate. • In accordance with California's Meal Break and Rest Break Law requirements, Client will be billed one (1) additional hour per day at the regular time rate for each missed meal or rest break due to Client - directed tasks or requirements. Client should allow 4LEAF's non-exempt, hourly employees the opportunity to take their entitled rest and meal breaks during each work shift. • Mileage driven during the course of Inspections will be charged at cost plus 20%. • Payment due on receipt. All payments over 30 days will be assessed a 1.5% interest charge. • Client shall pay attorneys' fees, or other costs incurred in collecting delinquent amounts. • Client agrees that 4LEAF's liability will be limited to the value of services provided. BASIS OF CHARGES - PREVAILING WAGE • Rates shown assume the projects will require compliance with California Prevailing Wage rate requirements and assumes the Client will be filing a PWC -100 Form to the California Department of Industrial Relations (DIR) for the projects. • Rates for prevailing wage categories are subject to annual escalations in accordance with the bi-annual wage determinations from the California DIR. • Per the new requirements being enforced under SB 854 and because it is assumed that a PWC -100 Form will be filed by the Client to the CA DIR for each project, 4LEAF is required to notify an authorized Apprenticeship Committee through submittal of a DAS-140 form. We are then required to make an official request to an authorized Apprenticeship Committee for an apprentice by submitting a DAS-142 form. We are not assured the apprenticeship committee will be able to provide a suitable / qualified apprentice for the project. Per the apprenticeship requirements, the hours worked by the apprentice must be in a ratio of 1:5 for apprentice to journeyman hours. 4LEAF will not know the labor classification of the Public Works Apprentice until an Apprentice is dispatched to the site; therefore, the rates for the five Periods listed under the California DIR's Wage determination for Building Construction Inspector were used to determine the range of hourly rates for Public Works Inspector Apprentice. • Pre -approved Overtime and Premium hours for labor categories subject to Prevailing Wage requirements will be charged per the following: - Nighttime (work begun after 4PM or before 5AM) 1.125 x hourly rate - Overtime (over 8 hour M -F or Saturdays) 1.35 x hourly rate - Overtime (over 8 hours Sat or 1" 8 hour Sun) 1.85 x hourly rate - Overtime (over 8 hours Sun or Holidays) 2.35 x hourly rate • All invoicing will be submitted monthly. • All work with less than 8 hours rest between shifts will be charged the appropriate overtime rate. • In accordance with California's Meal Break and Rest Break Law requirements, Client will be billed one (1) additional hour per day at the regular time rate for each missed meal or rest break due to Client - directed tasks or requirements. Client should allow 4LEAF's non-exempt, hourly employees the opportunity to take their entitled rest and meal breaks during each work shift. Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 50 Section 4: Fee Schedule March 14, 2022 4LEAF, INC. ENGINEERING- CONSTRUCTION MANAGEMENT PLAN CHECK . BUILDING INSPECTION - PLANNING • Subconsultant Invoices will be assessed a 10% Administrative Processing Fee. • Project -related mileage for inspections will be billed at the allowable IRS Rate. • Payment due on receipt. All payments over 30 days will be assessed a 1.5% interest charge. • Client shall pay attorneys' fees, or other costs incurred in collecting delinquent amounts. • Client agrees that 4LEAF's liability will be limited to the value of services provided. Qualifications to Provide Community Development, Public Works, and Fire Services to the City of San Rafael Page 51 Section 4: Fee Schedule March 14, 2022 RAF,q�� 2 �o rJl WITH P CONTRACT ROUTING FORM INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below. TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER: Contracting Department: Community Development Project Manager: DonJeppson Extension: 3357 Contractor Name:4LEAF, Inc Contractor's Contact: Kevin Duggan Contact's Email: Kduggan@41eafinc.com ❑ FPPC: Check if Contractor/Consultant must file Form 700 Step RESPONSIBLE DESCRIPTION COMPLETED REVIEWER DEPARTMENT DATE Check/Initial 1 Project Manager a. Email PINS Introductory Notice to Contractor Glick hcrc to ❑ cmer a date b. Email contract (in Word) and attachments to City 5/13/2022 Attorney c/o Laraine. Gittens@cityofsanrafaeLorg MG 2 City Attorney a. Review, revise, and comment on draft agreement 5/27/2022 and return to Project Manager 5/27/2022 ® GC b. Confirm insurance requirements, create Job on PI NS, send PINS insurance notice to contractor ® GC 3 Department Director Approval of final agreementform to send to 5 r W r contractor J J� datc 4 Project Manager Forward three (3) originals of final agreementto 6 / l r M contractor for their signature 5 Project Manager When necessary, contractor -signed agreement N/A agendizedfor City Council approval* *City Council approval required for Professional Services ❑ Agreements and purchases of goods and services that exceed Or $75,000; and for Public Works Contracts that exceed $175,000 Click hereto Date of City Council approval e me r a date PRINT CONTINUE ROUTING PROCESS WITH HARD COPY 6 Project Manager Forward signed original agreements to City kD! 2.122 Attorney with printed copy of this routing form 7 City Attorney Review and approve hard copy of signed agreement / !/ 8 City Attorney Review and approve insurance in PINS, and bonds (for Public Works Contracts) 9 City Manager/ Mayor Agreement executed by City Council authorized �6 2 L official 10 City Clerk Attest signatures, retains original agreement and //J/cy forwards copiesto Project Manager