4LEAF - 2018 AgreementAGREEMENT FOR SERVICES
(For contracts over $5,000 - CONSULTANT)
This AGREEMENT made this _Lq— day of March, 2018, between:
CITY: City of Gilroy, having a principal place of business at
7351 Rosanna Street, Gilroy, California
and CONSULTANT: 4LEAF, Inc., having a principal place of business at 2126 Rheem Dr.,
Pleasanton, CA 94588.
ARTICLE 1. TERM OF AGREEMENT
This Agreement will become effective on March 22, 2018 and will continue in effect through
March 22, 2021 with up to two, one -year extensions possible through a contract amendment
unless terminated in accordance with the provisions of Article 7 of this Agreement.
Any lapse in insurance coverage as required by Article 5, Section D of this Agreem t a
terminate this Agreement regardless of any other provision stated herein.
Initial
ARTICLE 2. INDEPENDENT CONTRACTOR STATUS
It is the express intention of the parties that CONSULTANT is an independent contractor and not
an employee, agent, joint venturer or partner of CITY. Nothing in this Agreement shall be
interpreted or construed as creating or establishing the relationship of employer and employee
between CITY and CONSULTANT or any employee or agent of CONSULTANT. Both parties
acknowledge that CONSULTANT is not an employee for state or federal tax purposes.
CONSULTANT shall not be entitled to any of the rights or benefits afforded to CITY'S
employees, including, without limitation, disability or unemployment insurance, workers'
compensation, medical insurance, sick leave, retirement benefits or any other employment
benefits. CONSULTANT shall retain the right to perform services for others during the term of
this Agreement.
ARTICLE 3. SERVICES TO BE PERFORMED BY CONSULTANT
A. Specific Services
CONSULTANT agrees to: Perfoi7n the services as outlined in Exhibit "A" ( "Specific
Provisions ") and Exhibit "B" ( "Scope of Services "), within the time periods described in
Exhibit "C" ( "Milestone Schedule ").
B. Method of Performing Services
CONSULTANT shall determine the method, details and means of performing the above -
described services. CITY shall have no right to, and shall not, control the manner or determine
the method of accomplishing CONSULTANT'S services.
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C. Employment of Assistants
CONSULTANT may, at the CONSULTANT'S own expense, employ such assistants as
CONSULTANT deems necessary to perform the services required of CONSULTANT by this
Agreement, subject to the prohibition against assignment and subcontracting contained in
Article 5 below. CITY may not control, direct, or supervise CONSULTANT'S assistants in the
performance of those services. CONSULTANT assumes full and sole responsibility for the
payment of all compensation and expenses of these assistants and for all state and federal income
tax, unemployment insurance, Social Security, disability insurance and other applicable
withholding.
D. Place of Work
CONSULTANT shall perform the services required by this Agreement at any place or location
and at such times as CONSULTANT shall determine is necessary to properly and timely perform
CONSULTANT'S services.
ARTICLE 4. COMPENSATION
A. Consideration
In consideration for the services to be performed by CONSULTANT, CITY agrees to pay
CONSULTANT the amounts set forth in Exhibit "D" ( "Payment Schedule "). In no event
however shall the total compensation paid to CONSULTANT exceed 200,000.00.
B. Invoices
CONSULTANT shall submit invoices for all services rendered.
C. Payment
Payment shall be due according to the payment schedule set forth in Exhibit "D ". No payment
will be made unless CONSULTANT has first provided City with a written receipt of invoice
describing the work performed and any approved direct expenses (as provided for in
Exhibit "A ", Section IV) incurred during the preceding period. If CITY objects to all or any
portion of any invoice, CITY shall notify CONSULTANT of the objection within thirty (30)
days from receipt 'of the invoice, give reasons for the objection, and pay that portion of the
invoice not in dispute. It shall not constitute a default or breach of this Agreement for CITY not
to pay any invoiced amounts to which it has objected until the objection has been resolved by
mutual agreement of the parties.
D. Expenses
CONSULTANT shall be responsible for all costs and expenses incident to the performance of
services for CITY, including but not limited to, all costs of equipment used or provided by
CONSULTANT, all fees, fines, licenses, bonds or taxes required of or imposed against
CONSULTANT and all other of CONSULTANT'S costs of doing business. CITY shall not be
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responsible for any expenses incurred by CONSULTANT in performing services for CITY,
except for those expenses constituting "direct expenses" referenced on Exhibit "A."
ARTICLE 5. OBLIGATIONS OF CONSULTANT
A. Tools and Instrumentalities
CONSULTANT shall supply all tools and instrumentalities required to perform the services
under this Agreement at its sole cost and expense. CONSULTANT is not required to purchase
or rent any tools, equipment or services from CITY.
B. Workers' Compensation
CONSULTANT agrees to provide workers' compensation insurance for CONSULTANT'S
employees and agents and agrees to hold harmless, defend with counsel acceptable to CITY and
indemnify CITY, its officers, representatives, agents and employees from and against any and all
claims, suits, dainages, costs, fees, demands, causes of action, losses, liabilities and expenses,
including without limitation reasonable attorneys' fees, arising out of any injury, disability, or
death of any of CONSULTANT'S employees.
C. Indemnification of Liability, Duty to Defend
1. As to professional liability, to the fullest extent permitted by law,
CONSULTANT shall defend, through counsel approved by CITY (which approval shall not be
unreasonably withheld), indemnify and hold harmless CITY, its officers, representatives, agents
and employees against any and all suits, damages, costs, fees, claims, demands, causes of action,
losses, liabilities and expenses, including without limitation attorneys' fees, to the extent arising
or resulting directly or indirectly from any willful or negligent acts, errors or omissions of
CONSULTANT or CONSULTANT'S assistants, employees or agents, including all claims
relating to the injury or death of any person or damage to any property.
2. As to other liability, to the fullest extent permitted by law, CONSULTANT shall
defend, through counsel approved by CITY (which approval shall not be unreasonably withheld),
indemnify and hold harmless CITY, its officers, representatives, agents and employees against
any and all suits, damages, costs, fees, claims, demands, causes of action, losses, liabilities and
expenses, including without limitation attorneys' fees, arising or resulting directly or indirectly
from any act or omission of CONSULTANT or CONSULTANT'S assistants, employees or
agents, including all claims relating to the injury or death of any person or damage to any
property.
D. Insurance
In addition to any other obligations under this Agreement, CONSULTANT shall, at no cost to
CITY, obtain and maintain throughout the term of this Agreement: (a) Commercial Liability
Insurance on a per occurrence basis, including coverage for owned and non -owned automobiles,
with a minimum combined single limit coverage of $1,000,000 per occurrence for all damages
due to bodily injury, sickness or disease, or death to any person, and damage to property,
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including the loss of use thereof; and (b) Professional Liability Insurance (Errors & Omissions)
with a minimum coverage of $1,000,000 per occurrence or claim, and $2,000,000 aggregate;
provided however, Professional Liability Insurance written on a claims made basis must comply
with the requirements set forth below. Professional Liability Insurance written on a claims made
basis (including without limitation the initial policy obtained and all subsequent policies
purchased as renewals or replacements) must show the retroactive date, and the retroactive date
must be before the earlier of the effective date of the contract or the beginning of the contract
work. Claims made Professional Liability Insurance must be maintained, and written evidence
of insurance must be provided, for at least five (5) years after the completion of the contract
work. If claims made coverage is canceled or non - renewed, and not replaced with another
claims -made policy form with a retroactive date prior to the earlier of the effective date of the
contract or the beginning of the contract work, CONSULTANT must purchase so called
"extended reporting" or "tail" coverage for a minimum of five (5) years after completion of
work, which must also show a retroactive date that is before the earlier of the effective date of
the contract or the beginning of the contract work. As a condition precedent to CITY'S
obligations under this Agreement, CONSULTANT shall furnish written evidence of such
coverage (naming CITY, its officers and employees as additional insureds on the Comprehensive
Liability insurance policy referred to in (a) immediately above via a specific endorsement) and
requiring thirty (30) days written notice of policy lapse or cancellation, or of a material change in
policy terms.
E. Assignment
Notwithstanding any other provision of this Agreement, neither this Agreement nor any duties or
obligations of CONSULTANT under this Agreement may be assigned or subcontracted by
CONSULTANT without the prior written consent of CITY, which CITY may withhold in its
sole and absolute discretion.
F. State and Federal Taxes
As CONSULTANT is not CITY'S employee, CONSULTANT shall be responsible for paying
all required state and federal taxes. Without limiting the foregoing, CONSULTANT
acla-iowledges and agrees that:
• CITY will not withhold FICA (Social Security) from CONSULTANT'S
payments;
• CITY will not make state or federal unemployment insurance contributions on
CONSULTANT'S behalf;
• CITY will not withhold state or federal income tax from payment to
CONSULTANT;
• CITY will not make disability insurance contributions on behalf of
CONSULTANT;
• CITY will not obtain workers' compensation insurance on behalf of
CONSULTANT.
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ARTICLE 6. OBLIGATIONS OF CITY
A. Cooperation of City
CITY agrees to respond to all reasonable requests of CONSULTANT and provide access, at
reasonable times following receipt by CITY of reasonable notice, to all documents reasonably
necessary to the performance of CONSULTANT'S duties under this Agreement.
B. Assignment
CITY may assign this Agreement or any duties or obligations thereunder to a successor
governmental entity without the consent of CONSULTANT. Such assignment shall not release
CONSULTANT from any of CONSULTANT'S duties or obligations under this Agreement.
ARTICLE 7. TERMINATION OF AGREEMENT
A. Sale of Consultant's Business/ Death of Consultant.
CONSULTANT shall notify CITY of the proposed sale of CONSULTANT's business no later
than thirty (30) days prior to any such sale. CITY shall have the option of terminating this
Agreement within thirty (30) days after receiving such notice of sale. Any such CITY
termination pursuant to this Article 7.A shall be in writing and sent to the address for notices to
CONSULTANT set forth in Exhibit A, Subsection V.H., no later than thirty (30) days after
CITY' receipt of such notice of sale.
If CONSULTANT is an individual, this Agreement shall be deemed automatically terminated
upon death of CONSULTANT.
B. Termination by City for Default of Consultant
Should CONSULTANT default in the performance of this Agreement or materially breach any
of its provisions, CITY, at CITY'S option, may terminate this Agreement by giving written
notification to CONSULTANT. For the purposes of this section, material breach of this
Agreement shall include, but not be limited to the following:
I. CONSULTANT'S failure to professionally and /or timely perform any of the
services contemplated by this Agreement.
2. CONSULTANT'S breach of any of its representations, warranties or covenants
contained in this Agreement.
CONSULTANT shall be entitled to payment only for work completed in accordance with the
terms of this Agreement through the date of the termination notice, as reasonably determined by
CITY, provided that such payment shall not exceed the amounts set forth in this Agreement for
the tasks described on Exhibit C" which have been fully, competently and timely rendered by
CONSULTANT. Notwithstanding the foregoing, if CITY terminates this Agreement due to
CONSULTANT'S default in the performance of this Agreement or material breach by
CONSULTANT of any of its provisions, then in addition to any other rights and remedies CITY
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may have, CONSULTANT shall reimburse CITY, within ten (10) days after demand, for any
and all costs and expenses incurred by CITY in order to complete the tasks constituting the scope
of work as described in this Agreement, to the extent such costs and expenses exceed the
amounts CITY would have been obligated to pay CONSULTANT for the performance of that
task pursuant to this Agreement.
C. Termination for Failure to Make Agreed -Upon Payments
Should CITY fail to pay CONSULTANT all or any part of the compensation set forth in Article
4 of this Agreement on the date due, then if and only if such nonpayment constitutes a default
under this Agreement, CONSULTANT, at the CONSULTANT'S option, may terminate this
Agreement if such default is not remedied by CITY within thirty (30) days after demand for such
payment is given by CONSULTANT to CITY.
D. Transition after Termination
Upon termination, CONSULTANT shall immediately stop work, unless cessation could
potentially cause any damage or harm to person or property, in which case CONSULTANT shall
cease such work as soon as it is safe to do so. CONSULTANT shall incur no further expenses in
connection with this Agreement. CONSULTANT shall promptly deliver to CITY all work done
toward completion of the services required hereunder, and shall act in such a manner as to
facilitate any the assumption of CONSULTANT's duties by any new consultant hired by the
CITY to complete such services.
ARTICLE 8. GENERAL PROVISIONS
A. Amendment & Modification
No amendments, modifications, alterations or changes to the terms of this Agreement shall be
effective unless and until made in a writing signed by both parties hereto.
B. Americans with Disabilities Act of 1990
Throughout the term of this Agreement, the CONSULTANT shall comply fully with all
applicable provisions of the Americans with Disabilities Act of 1990 ( "the Act ") in its current
form and as it may be amended from time to time. CONSULTANT shall also require such
compliance of all subcontractors performing work under this Agreement, subject to the
prohibition against assignment and subcontracting contained in Article 5 above. The
CONSULTANT shall defend with counsel acceptable to CITY, indemnify and hold harmless the
CITY OF GILROY, its officers, employees, agents and representatives from and against all suits,
claims, demands, damages, costs, causes of action, losses, liabilities, expenses and fees,
including without limitation reasonable attorneys' fees, that may arise out of any violations of
the Act by the CONSULTANT, its subcontractors, or the officers, employees, agents or
representatives of either.
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C. Attorneys' Fees
If any action at law or in equity, including an action for declaratory relief, is brought to enforce
or interpret the provisions of this Agreement, the prevailing party will be entitled to reasonable
attorneys' fees, which may be set by the court in the same action or in a separate action brought
for that purpose, in addition to any other relief to which that party may be entitled.
D. Captions
The captions and headings of the various sections, paragraphs and subparagraphs of the
Agreement are for convenience only and shall not be considered nor referred to for resolving
questions of interpretation.
E. Compliance with Laws
The CONSULTANT shall keep itself informed of all State and National laws and all municipal
ordinances and regulations of the CITY which in any manner affect those engaged or employed
in the work, or the materials used in the work, or which in any way affect the conduct of the
work, and of all such orders and decrees of bodies or tribunals having any jurisdiction or
authority over the same. Without limiting the foregoing, CONSULTANT agrees to observe the
provisions of the Municipal Code of the CITY OF GILROY, obligating every contractor or
subcontractor under a contract or subcontract to the CITY OF GILROY for public works or for
goods or services to refrain from discriminatory employment or subcontracting practices on the
basis of the race, color, sex, religious creed, national origin, ancestry of any employee, applicant
for employment, or any potential subcontractor.
F. Conflict of Interest
CONSULTANT certifies that to the best of its knowledge, no CITY employee or office of any
public agency interested in this Agreement has any pecuniary interest in the business of
CONSULTANT and that no person associated with CONSULTANT has any interest that would
constitute a conflict of interest in any manner or degree as to the execution or performance of
this Agreement.
G. Entire Agreement
This Agreement supersedes any and all prior agreements, whether oral or written, between the
parties hereto with respect to the rendering of services by CONSULTANT for CITY and
contains all the covenants and agreements between the parties with respect to the rendering of
such services in any manner whatsoever. Each party to this Agreement acknowledges that no
representations, inducements, promises or agreements, orally or otherwise, have been made by
any party, or anyone acting on behalf of any party, which are not embodied herein, and that no
other agreement, statement or promise not contained in this Agreement shall be valid or binding.
No other agreements or conversation with any officer, agent or employee of CITY prior to
execution of this Agreement shall affect or modify any of the terms or obligations contained in
any documents comprising this Agreement. Such other agreements or conversations shall be
considered as unofficial information and in no way binding upon CITY.
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H. Governing Law and Venue
This Agreement shall be governed by and construed in accordance with the laws of the State of
California without regard to the conflict of laws provisions of any jurisdiction. The exclusive
jurisdiction and venue with respect to any and all disputes arising hereunder shall be in state and
federal courts located in Santa Clara County, California.
I. Notices
Any notice to be given hereunder by either party to the other may be effected either by personal
delivery in writing or by mail, registered or certified, postage prepaid with return receipt
requested. Mailed notices shall be addressed to the parties at the addresses appearing in
Exhibit "A ", Section V.H. but each party may change the address by written notice in
accordance with this paragraph. Notices delivered personally will be deemed delivered as of
actual receipt; mailed notices will be deemed delivered as of three (3) days after mailing.
J. Partial Invalidity
If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void
or unenforceable, the remaining provisions will nevertheless continue in full force without being
impaired or invalidated in any way.
K. Time of the Essence
All dates and times referred to in this Agreement are of the essence.
L. Waiver
CONSULTANT agrees that waiver by CITY of any one or more of the conditions of
perfonmance under this Agreement shall not be construed as waiver(s) of any other condition of
performance under this Agreement.
Executed at Gilroy, California, on the date and year first above written.
CONSULTANT:
4LEAF, Inc.
By: 4rA' /-%
Name: evin . Du a
Title: President
Social Security or Taxpayer
Identification Number 94- 3393574
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CITY:
CITY OF GILROY
By:
Name: Gabriel A. Gonzalez
Title: Citv Administrator
to Form
Approved as WA
City Attomey f -.4
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EXHIBIT "A"
SPECIFIC PROVISIONS
I. PROJECT MANAGER
CONSULTANT shall provide the services indicated on the attached Exhibit "B ", Scope of
Services ( "Services "). (All exhibits referenced are incorporated herein by reference.) To
accomplish that end, CONSULTANT agrees to assign Raylee Glasser, Development Services
Manager, who will act in the capacity of Project Manager, and who will personally direct such
Services.
Except as may be specified elsewhere in this Agreement, CONSULTANT shall furnish all
technical and professional services including labor, material, equipment, transportation,
supervision and expertise to perform all operations necessary and required to complete the
Services in accordance with the terms of this Agreement.
II. NOTICE TO PROCEED /COMPLETION OF SERVICE
A. NOTICE TO PROCEED
CONSULTANT shall commence the Services upon delivery to CONSULTANT of a written
"Notice to Proceed ", which Notice to Proceed shall be in the form of a written communication
from designated City contact person(s). Notice to Proceed may be in the form of e -mail, fax or
letter authorizing commencement of the Services. For purposes of this Agreement, Rob Allen,
Building Official shall be the designated City contact person(s). Notice to Proceed shall be
deemed to have been delivered upon actual receipt by CONSULTANT or if otherwise delivered
as provided in the Section V.H. ( "Notices ") of this Exhibit "A ".
B. COMPLETION OF SERVICES
When CITY determines that CONSULTANT has completed all of the Services in accordance
with the terms of this Agreement, CITY shall give CONSULTANT written Notice of Final
Acceptance, and CONSULTANT shall not incur any further costs hereunder. CONSULTANT
may request this determination of completion when, in its opinion, it has completed all of the
Services as required by the terms of this Agreement and, if so requested, CITY shall make this
detennination within two (2) weeks of such request, or if CITY determines that CONSULTANT
has not completed all of such Services as required by this Agreement, CITY shall so inform
CONSULTANT within this two (2) week period.
III. PROGRESS SCHEDULE
The schedule for performance and completion of the Services will be as set forth in the attached
Exhibit "C ".
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IV. PAYMENT OF FEES AND DIRECT EXPENSES
Payments shall be made to CONSULTANT as provided for in Article 4 of this Agreement.
Direct expenses are charges and fees not included in Exhibit "B ". CITY shall be obligated to
pay only for those direct expenses which have been previously approved in writing by CITY.
CONSULTANT shall obtain written approval from CITY prior to incurring or billing of direct
expenses.
Copies of pertinent financial records, including invoices, will be included with the submission of
billing(s) for all direct expenses.
V. OTHER PROVISIONS
A. STANDARD OF WORKMANSHIP
CONSULTANT represents and warrants that it has the qualifications, skills and licenses
necessary to perform the Services, and its duties and obligations, expressed and implied,
contained herein, and CITY expressly relies upon CONSULTANT'S representations and
warranties regarding its skills, qualifications and licenses. CONSULTANT shall perform_ such
Services and duties in conformance to and consistent with the standards generally recognized as
being employed by professionals in the same discipline in the State of California.
Any plans, designs, specifications, estimates, calculations, reports and other documents furnished
under this Agreement shall be of a quality acceptable to CITY. The minimum criteria for
acceptance shall be a product of neat appearance, well - organized, technically and grammatically
correct, checked and having the maker and checker identified. The minimum standard of
appearance, organization and content of the drawings shall be that used by CITY for similar
purposes.
B. RESPONSIBILITY OF CONSULTANT
CONSULTANT shall be responsible for the professional quality, technical accuracy, and the
coordination of the Services furnished by it under this Agreement. CONSULTANT shall not be
responsible for the accuracy of any project or technical information provided by the CITY. The
CITY'S review, acceptance or payment for any of the Services shall not be construed to operate
as a waiver of any rights under this Agreement or of any cause of action arising out of the
performance of this Agreement, and CONSULTANT shall be and remain liable to CITY in
accordance with applicable law for all damages to CITY caused by CONSULTANT'S negligent
performance of any of the services furnished under this Agreement.
C. RIGHT OF CITY TO INSPECT RECORDS OF CONSULTANT
CITY, through its authorized employees, representatives or agents, shall have the right, at any
and all reasonable times, to audit the books and records (including, but not limited to, invoices,
vouchers, canceled checks, time cards, etc.) of CONSULTANT for the purpose of verifying any
and all charges made by CONSULTANT in connection with this Agreement. CONSULTANT
shall maintain for a minimum period of three (3) years (from the date of final payment to
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CONSULTANT), or for any longer period required by law, sufficient books and records in
accordance with standard California accounting practices to establish the correctness of all
charges submitted to CITY by CONSULTANT, all of which shall be made available to CITY at
the CITY's offices within five (5) business days after CITY's request.
D. CONFIDENTIALITY OF MATERIAL
All ideas, memoranda, specifications, plans, manufacturing procedures, data (including, but not
limited to, computer data and source code), drawings, descriptions, documents, discussions or
other information developed or received by or for CONSULTANT and all other written and oral
information developed or received by or for CONSULTANT and all other written and oral
information submitted to CONSULTANT in connection with the performance of this Agreement
shall be held confidential by CONSULTANT and shall not, without the prior written consent of
CITY, be used for any purposes other than the performance of the Services, nor be disclosed to
an entity not connected with the performance of the such Services. Nothing furnished to
CONSULTANT which is otherwise known to CONSULTANT or is or becomes generally
known to the related industry (other than that which becomes generally known as the result of
CONSULTANT'S disclosure thereof) shall be deemed confidential. CONSULTANT shall not
use CITY'S name or insignia, or distribute publicity pertaining to the services rendered under
this Agreement in any magazine, trade paper, newspaper or other medium without the express
written consent of CITY.
E. NO PLEDGING OF CITY'S CREDIT.
Under no circumstances shall CONSULTANT have the authority or power to pledge the credit
of CITY or incur any obligation in the name of CITY.
F. OWNERSHIP OF MATERIAL.
All material including, but not limited to, computer information, data and source code, sketches,
tracings, drawings, plans, diagrams, quantities, estimates, specifications, proposals, tests, maps,
calculations, photographs, reports and other material developed, collected, prepared (or caused to
be prepared) under this Agreement shall be the property of CITY, but CONSULTANT may
retain and use copies thereof subject to Section V.D of this Exhibit "A ".
CITY shall not be limited in any way in its use of said material at any time for any work,
whether or not associated with the City project for which the Services are performed. However,
CONSULTANT shall not be responsible for, and City shall indemnify CONSULTANT from,
damages resulting from the use of said material for work other than PROJECT, including, but
not limited to, the release of this material to third parties for work other than on PROJECT.
G. NO THIRD PARTY BENEFICIARY.
This Agreement shall not be construed or deemed to be an agreement for the benefit of any third
party or parties, and no third party or parties shall have any claim or right of action hereunder for
any cause whatsoever.
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H. NOTICES.
Notices are to be sent as follows:
CITY: Rob Allen, Building Official
City of Gilroy
7351 Rosanna Street
Gilroy, CA 95020
CONSULTANT: 4LEAF, Inc.
2126 Rheem Dr.
Pleasanton, CA 94588
Attn: Raylee Glasser
I. FEDERAL FUNDING REQUIREMENTS.
❑ If the box to the left of this sentence is checked, this Agreement involves federal
funding and the requirements of this Section V.I. apply.
® If the box to the left of this sentence is checked, this Agreement does not involve
federal funding and the requirements of this Section V.I. do not apply.
1. DBE Program
CONSULTANT shall comply with the requirements of Title 49, Part 26, Code of Federal
Regulations (49 CFR 26) and the City- adopted Disadvantaged Business Enterprise programs.
2. Cost Principles
Federal Acquisition Regulations in Title 48, CFR 31, shall be used to determine the allowable
cost for individual items.
3. Covenant against Contingent Fees
The CONSULTANT warrants that he /she has not employed or retained any company or person,
other than a bona fide employee working for the CONSULTANT, to solicit or secure this
Agreement, and that he /she has not paid or agreed to pay any company or person, other than a
bona fide employee, any fee, commission, percentage, brokerage fee, gift or any other
consideration, contingent upon or resulting from the award or formation of this Agreement. For
breach or violation of this warranty, the Local Agency shall have the right to annul this
Agreement without liability or, at its discretion, to deduct from the agreement price or
consideration, or otherwise recover, the frill amount of such fee, commission, percentage,
brokerage fee, gift or contingent fee.
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EXHIBIT "B"
SCOPE OF SERVICES
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4LEAF, INC.
ENGINEERING • CONSTRUCTION MANAGEMENT
BUILDING INSPECTION • PLAN CHECK
Section 3: Relevant Experience
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, Fire, 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. Types of projects we provide these services for include; Single - Family Dwellings, Multi - Family
Dwelling Units, Commercial, and Industrial.
On -Site Review Work Plan
4LEAF can supply Registered Professional Engineers to the Department to work on -site performing structural plan
review and non - structural reviews at the Jurisdiction's discretion. 4LEAF currently supplies on -site review to such
Municipalities as:
City of San Mateo
City of Palo Alto
City of Livermore
City of Pleasanton
City of Roseville
Livermore /Pleasanton Fire Dept. (LPFD)
Menlo Park Fire Protection District
Aerojet, Folsom, CA
County of San Joaquin
City of East Palo Alto
City of Hollister
City of Gilroy
City of Sacramento
County of San Benito
Off -Site Review Work Plan
4LEAF is able to work effectively with design teams and assist Public Works, Planning, Fire, and Building
Departments in the construction, rehabilitation, and repair of both public and private projects. Our experience
includes checking for compliance with the structural, life- safety, accessibility, plumbing, mechanical, electrical,
fire, and local codes /ordinances.
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 any additional
data;
• Ascertaining whether projects are in accordance with applicable building and fire codes, and Department
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 Department;
• Conducting all plan review at the Department or, as needed, at a site mutually agreed upon in writing and;
• Supplying all plan review staff with all code books and other basic professional references.
Proposal to Provide On -Call Standard and Expedited Building and Fire Plan Check Services, RFP No. 18- RFP -CDD -406 Page 1 of 13
Section 3: Relevant Experience January 26, 2018
4LEAF, INC.
ENGINEERING - CONSTRUCTION MANAGEMENT
BUILDING INSPECTION - PLAN CHECK
4LEAF Plan Review QA /QC Process for all Reviews
Task 1— Project Tracking Set -up
The first step of our process will be to set up the project in our system to enable 4LEAF and the City of Gilroy to
track the progress of the review. Our plan tracking procedures are designed to track each submittal throughout
the review process and maintain accurate and comprehensive records for each submittal.
Task 2 - Complete Submittal Review
Upon receiving the plans from the City, 4LEAF will triage (preliminary plan review performed by 4LEAF plan review
project lead) the submittal to verify that the submittal received is complete (i.e., all pertinent plans, calculations,
reports, and other related documents) in order that we can begin our review. If the submitted package is
incomplete, we will communicate with the City to discuss the deficient documents needed to proceed with our
review.
Task 3 - Plan Review Assignment
After the triage process is performed and a complete package is verified, the project will be assigned to the most
qualified Plans Examiner and a turnaround time will be established. We will log each application into our database
the same day the plans are received to assure that they are routed in a timely manner and to allow for daily project
tracking.
Task 4 - Plan Review
4LEAF will provide the project contact (Developer, Contractor, Architect, or Engineer) desired by City of Gilroy
with a list of any items needing correction and clarification to comply with applicable building codes, ordinances,
and regulations. A correction list will be created based on the missing codes and ordinances.
Task 5 - Quality Control
Prior to submitting the plan review correction list to the City, the designated plan review project lead will review
the correction list for adherence to applicable codes and ordinances as well as for accuracy and completeness.
After completion of our quality control review a correction list will be e- mailed to a designated staff member at
the City of Gilroy or as directed by the City of Gilroy. 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 Reche
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 Approval
Once the final plan reviews are completed and ready for approval, 4LEAF will organize the plans and supporting
documents per the City of Gilroy processing requirements and return them to the City, along with our letter of
completion.
Proposal to Provide On -Call Standard and Expedited Building and Fire Plan Check Services, RFP No. 18- RFP -CDD -406 Page 2 of 13
Section 3: Relevant Experience January 26, 2018
4LEAF, INC.
ENGINEERING - CONSTRUCTION MANAGEMENT
BUILDING INSPECTION - PLAN CHECK
Turn - Around Times
4LEAF has a tremendous reputation for completing projects on -time and under budget. 4LEAF's plan review team
is widely recognized for quick turn - around times and prompt service. We have provided some elaborate examples
in our Experience and Reference section - please read through our project examples and contact our references
to learn about our abilities and commitments to our clients. Off -site plan reviews are performed at our office,
with plans transmitted by personal delivery or overnight service. The standard turn - around time is within 10
business days for residential plan reviews and within 10 days for commercial /industrial plan reviews; however,
these timeframes are negotiable based on your needs. 4LEAF also provides Fire Plan Review services.
Type of Transportation
Plans
Initial Subsequent
Review Review
Expedited
Service
<24 Hours (pick up
Residential & delivery by
<10 Days <5 Days
<5 Days
4LEAF staff)
<24 Hours (pick up
Commercial
& delivery by
<10 Days
<5 Days
<5 Days
4LEAF staff)
Large
<24 Hours (pick up
Commercial
& delivery by
Negotiable
Negotiable
Negotiable
>15,000 Sq. Ft.
4LEAF staff)
Larger complex plan reviews can be negotiated to achieve the best possible pricing. 4LEAF has a proven track
record of working with municipalities to provide expedited reviews with special discounted pricing when
applicable.
Pick -up of all plans will be performed by 4LEAF staff within 24 hours of the City's phone call or e -mail. 4LEAF
prefers to pick -up and deliver the plans in person in order to communicate any information that may be pertinent
to the project and maintain a consistent communication. 4LEAF staff will transport the plans to and from the City
upon a phone call to the 4LEAF office or a simply e -mail for "pick -up" to pickup @41eafinc.com. Pick -ups are at no
additional cost.
Document Control and Electronic Plan Review
When plans and documents are received for review, 4LEAF's Plan Review
Manager and Document Control Technician analyzes the project, creates a job
number, and completes a Job Setup Sheet. This form highlights both jurisdiction
and project specific design criteria and notes applicable contact information. Jobs
are transmitted through 4LEAF's easily accessed EZPIan Review portal which
tracks initial and subsequent reviews and is open for view by the customer. The
City and their customers can view 4LEAF's plan control log through EZPIan Review
Portal.
Plans then get distributed for review to a 4LEAF team consisting of a Plan Review Engineer or Architect (a licensed
state professional) and /or an [CC Certified Plans Examiner, as applicable. Our staff then performs his or her
function of analyzing the plans and documentation for effective conformance to the California Codes, referenced
Proposal to Provide On -Call Standard and Expedited Building and Fire Plan Check Services, RFP No. 18- RFP -CDD -406 Page 3 of 13
Section 3: Relevant Experience January 26, 2018
4LEAF, INC.
ENGINEERING - CONSTRUCTION MANAGEMENT
BUILDING INSPECTION - PLAN CHECK
construction standards, and City amendments. Code review methodology entails "The Effective Use of the CBC"
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 pre- designated contacts.
4LEAF's EZPIan Review
C) Structural & Non - Structural Guidelines and Checklists
Specialized Spreadsheet
Web -Based
(EZPIan Review)
Electronic Plan Review
4LEAF is a green company and has the capability to receive and review b l u e b ea rn-
electronic plans (pdf format) utilizing both Adobe Acrobat Pro and Bluebeam. LEI
4LEAF has successfully implemented and used Blue Beam 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.
Structural Only Review
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 EZ Plan Review system. 4LEAF prefers PDF files for
"structural only" reviews which allow several different 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 (CASp)
4LEAF has seven 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.
CASp Inspector
Jerry Thome
Certification No.
CASp -104
Expiration
09/14/2018
Mike Anderson, P. E.
CASp -328
09/22/2019
Howie Conroy, CBO
CASp -429
07/31/2018
David Rashe, CBO
CASp -213
06/23/2019
Scott Wungluck
CASp -560
04/29/2020
Brent Hipsher, CBO
CASp -422
04/12/2018
William Holl, AIA
CASp -509
12/6/2019
Proposal to Provide On -Call Standard and Expedited Building and Fire Plan Check Services, RFP No. 18- RFP -CDD -406 Page 4 of 13
Section 3: Relevant Experience January 26, 2018
4LEAF, INC.
ENGINEERING • CONSTRUCTION MANAGEMENT
BUILDING INSPECTION • LAN CHECK
Experience with Public Agencies
4LEAF is the largest provider of
Building Department Services.
4LEAF currently supplies more than 100 ICC
Inspectors to municipal clients both on an on -call basis or permanent
assignment. 4LEAF also performs a multitude
of plan review services for these clients both on -site and from our 4LEAF office locations.
City / County / State On -Call Clientele
City of Gilroy
City of Fremont
City of Palo Alto
County of Santa Clara
City of East Palo Alto
City of Modesto
City of Newark
County of Mendocino
City of Galt
City of Cupertino
County of San Mateo
County of San Luis Obispo
City of San Jose
City of Walnut Creek
City of Hollister
City of Burlingame
City of Berkeley
City of Alameda
City of Daly City
City of Rohnert Park
City of Emeryville
City of Los Altos
City of Capitola
City of Merced
City of San Leandro
County of Alameda
City of Rocklin
City of Dublin
City of Sunnyvale
City of Riverbank
City of Pleasanton
City of Pittsburg
City of Tracy
City of Livermore
City of San Ramon
City of Martinez
City of South San Francisco
County of Stanislaus
City of Stockton
City of San Pablo
City of Davis
County of Tuolumne
City of Monterey
City of El Cerrito
University of California, Davis
CA State Parks
City of Pinole
City of Sacramento
City of Arroyo Grande
Town of Tiburon
City of Carmel By -The Sea
City of Citrus Heights
City of Santa Cruz
City of Benicia
City of Vallejo
College of Marin
County of San Joaquin
City of Folsom
City of San Mateo
County of Fresno
City of Roseville
City of Hayward
City of Concord
Proposal to Provide On -Call Standard and Expedited Building and Fire Plan Check Services, RFP No. 18- RFP -CDD -406 Page 5 of 13
Section 3: Relevant Experience January 26, 2018
4LEAF, INC.
ENGINEERING' CONSTRUCTION MANAGEMENT
BUILDING INSPECTION' PLAN CHECK
Similar Project Experience with References
Plan Review Services
4LEAF performed plan review for the 102,000 Sq. Ft. Portola Hotel and Conference Center on behalf 4� ,,Sir y n".W,,y
of the City of Monterey for the major renovation of the existing City -owned Conference Center
originally constructed in 1977. 4LEAF reviewed these plans in less than 4 weeks and performed.`
numerous subsequent re- checks of the review. In addition, 4LEAF's Project Management team also
met with the City and design team to assist in the process.
4LEAF's plan review consisted of:
• Life Safety and Master Exiting Plan Review determining compliance to the
2013 CBC.
• Structural Plan Review determining compliance with the 2013 California
Building Code.
Plan Review:
Size: 102,000 Sq. ft.
Valuation: $25 Million
Consultant Fee:
MEP review determine compliance with 2013 CIVIC, CPC, and CEC. ''
Energy Code Plan Review in compliance with 2013 California Energy Code.
Green Building Review in compliance with the 2013 California Green Code.
Fire Code Plan Review determining compliance with 2013 California Fire Code.
NFPA 13 Fire Sprinkler and NFPA 12 Fire Alarm (Deferred).
Disabled Access Review to determine compliance to the 2013 California Building Code and 2010 ADA
Standards.
f r`t
i
Client Name:
Project Location:
Client Contact:
Client Address:
Client Phone:
Completion Date:
Contact Email:
City of Monterey
1 Portola Plaza, Monterey, CA
John Kuehl, CBO
580 Pacific Street, #4
Monterey, CA 93940
(831) 646 -5642
2016
Kuehl @monterey.org
Key Personnel
Stefanie Hionis, P.E.
Mike Anderson, CASp
Joseph Nicolas, P.E., Project Manager
Proposal to Provide On -Call Standard and Expedited Building and Fire Plan Check Services, RFP No. 18- RFP -CDD -406 Page 6 of 13
Section 3: Relevant Experience January 26, 2018
4LEAF, INC.
ENGINEERING' CONSTRUCTION MANAGEMENT
BUILDING INSPECTION ' PLAN CHECK
City of Cupertino,
On -Call Plan Review, Fire Plan Check, and Inspection Services
4LEAF is responsible for performing on -call building inspection, plan review, and fire plan review
services for the City of Cupertino. 4LEAF has completed numerous residential and commercial
tplan reviews on behalf of the City. 4LEAF has recently reviewed a 17.4 acre Downtown Cupertino 1It ,„"77
project that includes 130,000 sq. ft. of retail space, 100,000 sq. ft. of office space, and 160 units CITY Of
of high -end senior Housing. 4LEAF was also recently ca building inspection contract for a very CUPEkTINO
large office complex and parking structure.
4LEAF is has performed a review on the Main Street Cupertino Project which includes:
Site Description / Master Plan
• Main Street Cupertino Encompasses 17.4 Acres
• 130,000 Square Feet of Retail
• 120 -unit market rate apartments (four stories with
two levels of underground parking)
• 100,000 Square Feet of Class -A Office
• 160+ Units of High -end Senior Housing
• 180 -room hotel (five stories)
• Located on Stevens Creek Blvd between
Finch Avenue and Tantau Avenue
• 1.55 acres of town square and park area
® Five -story, above - ground parking garage
with two underground levels
® Exceptional Visibility via 1 -280, Two
Interchanges of Wolfe Road Lawrence
Expressway
Client Name:
Project Location:
Client Contact:
Client Address:
Client Phone:
Completion Date:
Project Cost:
Contact Email:
City of Cupertino
Cupertino, CA
Albert Salvador, P.E., CBO
10300 Torre Ave, CA 95014
(408) 777 -3328
April 2013
-$300 Million
AlbertS @Cupertino.org
Key Personnel
Joseph Nicolas, PE - Review Team
Melissa Dubovik, PE — Review Team
Yoseff Abdoud — Review Team
Mike Anderson, PE — Review Team
Stefanie Hionis, PE — Review Team
Proposal to Provide On -Call Standard and Expedited Building and Fire Plan Check Services, RFP No. 18- RFP -CDD -406 Page 7 of 13
Section 3: Relevant Experience January 26, 2018
4LEAF, INC.
ENGINEERING • CONSTRUCTION MANAGEMENT
BU ILGING INSPECTION • PLAN CHECK
Building Inspection, Permit Technician, Plan Review
Since 2016, 4LEAF has provided the City of South San Francisco with in -house staff augmentation
for such duties as Chief Building Official, permit technician, in -house plan checker, administrative
assistant, and other Building Department /Division personnel on an as- needed basis.
Plan Review Services
4LEAF provides plan check review services for commercial, residential, industrial, and other projects as requested
by the City. 4LEAF reviews all documents submitted by the City for compliance with all policy and model codes
adopted by the State of California and amended by the City of South San Francisco, energy conservation standards,
State accessibility regulations, Green Building Standards, LEED, and all local ordinances. Recently 4LEAF reviewed
plans for the new AstraZeneca Corporate Campus located in Oyster Point.
Plan Review Services provided to the City include but are not limited to:
• California Residential Code
• California Building Code
• California Electrical Code
• California Mechanical Code
• California Plumbing Code
• California Energy Code
• California Green Building Code
• California Fire Code as amended by the State of CA Title 24
AstraZeneca
• State Historical Building Code and all additional City, State or Federal mandated requirements that require
plan check review.
Building Inspection Services
4LEAF is currently providing the City with one full -time Building Inspector. Building Inspection services provided
to the City include all types of residential, commercial, and industrial /biotech projects within the City.
Annual Contract Value: $1,200,000
Client Name:
Project Dates:
Client Contact:
Client Telephone:
Client Address:
Contact Email:
City of South San Francisco
2016 - Present
Phil Perry, Senior Building Inspector
Office: (650) 829 -6670
315 Maple Avenue, South San Francisco 94083
Phillip.perry @ssf.net
Proposal to Provide On -Call Standard and Expedited Building and Fire Plan Check Services, RFP No. 18- RFP -CDD -406 Page 8 of 13
Section 3: Relevant Experience January 26, 2018
4LEAF, INC.
ENGINEERING . CONSTRUCTION MANAGEMENT
BUILDING INSPECTION • PLAN CHECK
Building Inspection, Permit Technician, Plan Review
Miscellaneous jurisdictional inspection assignments
NnT
Since 2007, 4LEAF has provided several combination inspectors to assist the City staff with routine ;,�o=••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. All Plans Examiners are registered
Engineers in the State of California and are responsible for reviewing larger projects between $100,000 to
$50,000,000 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 of the most recently reviewed
projects include Skype, Stanford Medical Center, Technology Credit Union, and VMware.
Inspection Services (Project Specific)
4LEAF also provided the Project Inspector on the City of Palo Alto new Mitchell Park
Library and Community Center under Turner Construction Management. 4LEAF is
responsible for performing combination inspections and the project is on track for LEED
Gold Certification. The project consists of a new 56,000 sq. ft. joint facility that will
replace the two former facilities. The new Mitchell Park Library and Community Center
is a highly sustainable joint -use facility that will be a vibrant destination for civic, cultural,
social, educational, and recreational activities.
4LEAF provided the building inspection services on the Taube -Koret Campus for Jewish
Living. This project replaced the old Sun Microsystems space and made way for a 8.6
acre and $350 million mixed used facility which included Senior Housing, Gymnasium,
in -door and outdoor swimming pools, parking structure, theatre, school, etc. This
project won several awards and was a huge benefit to the community.
rr� -
y1+ i t
4LEAF provided two full -time inspectors to the VMware campus. This project is a $1.3 �=
billion expansion project at the Stanford Research Park. This project includes
construction of an extensive expansion and renovation of the current corporate office
campus totaling approximately 800,000 sq. ft. and three (3) parking garage structures
for approximately 2,900 stalls. This project is pending LEED Certification.
ISO 1 Rating
With approximately 13 full -time personnel working at the City of Palo Alto, 4LEAF was instrumental
in the program put in place to achieve an ISO 1 Rating. In March of 2015, Palo Alto became the 8`h
City in the Country out of 14,000 Building Departments to achieve this status.
Annual Contract Value: ^'$2,000,000
Client Name: City of Palo Alto
Project Dates: 2007 - Present
Client Contact: Peter Pirnejad, P.E., Director of Development Services
Client Telephone: Office: (650) 329 -2550
Client Address: 285 Hamilton Ave. Palo Alto, CA 94301
Contact Email: Peter .Pirnejad @CitvofPaloAlto.org
Proposal to Provide On -Call Standard and Expedited Building and Fire Plan Check Services, RFP No. 18- RFP -CDD -406 Page 9 of 13
Section 3: Relevant Experience January 26, 2018
4LEAF, INC.
ENGINEERING • CONSTRUCTION MANAGEMENT
BUILDING INSPECTION • PLAN CHECK
On -Call Plan Review, Code Enforcement, and Inspection Services
4LEAF has an on -call contract with the City of Dublin Building Department to provide third -party plan review, code
enforcement, and inspection services. 4LEAF is responsible for work being performed within the City's jurisdiction
on projects ranging from major new development areas to capital improvement projects and infill
development. 4LEAF has supplied as many as 14 continuous staff to the City of Dublin over the course of this ongoing contract.
0�,P
4LEAF has performed plan review and inspection services of the
ROSS
Ross Corporate Campus located in Dublin, CA. To date this
aRzss FOR L-e55
R 7a
�+
includes the tenant improvements of 3 three -story 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.
Sizes:
5120 Hacienda — 100,000 Sq. Ft.
5130 Hacienda — 100,000 Sq. Ft.
5140 Hacienda — 100,000 Sq. Ft.
Valuation: $68 Million
Turn - Around: 3 Weeks
Consultant Fee: '"$25,000
Occupancies B and A -3
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
projects include:
• Ulfert's Center • Tassajara Ranch
• Grafton Station • Emerald Place
• Gateway Medical Center • City of Dublin Library
• Avalon Bay • Dublin Ranch
• Persimmon Place • Wallace Ranch
Annual Contract Value: $1,200,000
Agency Name:
Project Dates:
Client Contact:
Client Telephone:
Client Address:
Contact Email:
City of Dublin
2002— Present
Gregory Shreeve, C.B.O., Chief Building Official
Office: (925) 833 -6620
100 Civic Plaza, Dublin, CA 94568
Gregory.Shreeve @ci.dublin.ca.us
Proposal to Provide On -Call Standard and Expedited Building and Fire Plan Check Services, RFP No. 18- RFP -CDD -406 Page 10 of 13
Section 3: Relevant Experience January 26, 2018
4LEAF, INC.
ENGINEERING • CONSTRUCTION MANAGEMENT
BU ILDING INSPECTION • PLAN CHECK
Plan Review, Permit Technician, and Inspection Services
4LEAF has been providing full- service Building Department Services to the City of Hollister i
since 2012. Currently 4LEAF has four full -time employees at the City whom provides building
official, building plan check, building permit issuance, and combination building inspection �LLl
services as would be expected as a standard function of a Building Department. 4LEAF also `
provides off -site plan check and fire plan check services.
Services provided to the City includes:
• Combination inspections to verify with City of Hollister's latest
adopted and amended Title 24 California Building Codes, parts, 2,3,
4, 6, 8, and 12 covering structural, fire, life- safety, disables access,
energy conversion, plumbing mechanical and electrical
installations.
• Off -site plan review. 4LEAF's off -site plan review team completes residential and commercial plan reviews
on any projects not performed by on -site personnel. Plans include an initial review and subsequent rechecks.
All pick -up or shipping expenses are covered by 4LEAF. All initial plan reviews for residential, commercial,
and large commercial are completed within (10) working days of submittal. Subsequent reviews are
completed within (5) working days of the resubmittal.
• Preparation of all building permits and related paper work to be submitted to the City for collection of permit
fees.
• Collection of all fees for building inspection and review services at Building Department office and submits
to the City's Finance Department all received payments by the close of each business day.
• All inspections completed within one (1) working day of request by a permit holder for any work which
requires a building permit.
• Certification in writing that each inspection performed and authorized as complete, conforms to all
applicable local, state and federal building codes, ordinances, regulations and requirements, and that the
work is in conformity with applicable approved plans and specifications.
• Fire plan checks of alarm permits, fire sprinkler systems, hood system, and underground storage tanks for
compliance with all applicable, local, state, and federal codes. Provides all approved plans to the City fire
department to make inspections. Collects fees for fire plan checks, fire permits and fire inspections.
Agency Name:
City of Hollister
Contact Name:
Bill Avera, City Manager
Contact Telephone:
Office: (831) 636 -4300
Contact Email:
Bill .Avera @CitvofHollister.ca.gov
Employees:
Currently approximately four (4) 4LEAF employees
Services:
Plan Review, Permit Technicians, and Building Inspection
Date of Service:
2012 - Present
Proposal to Provide On -Call Standard and Expedited Building and Fire Plan Check Services, RFP No. 18- RFP -CDD -406 Page 11 of 13
Section 3: Relevant Experience January 26, 2018
4LEAF, INC.
ENGINEERING • CONSTRUCTION MANAGEMENT
BUILDING INSPECTION • PLAN CHECK
Plan Review and Inspection Services
4LEAF provided the plan review services and is currently providing building inspection services
for the new Wynn Casino Development in Everett, Massachusetts. This will be a single -phase
project that will include other Tenant Improvements for retail clients.
The Wynn Casino will be built at the former chemical manufacturing plant totaling 33.9 acres and
will help revitalize that portion of town. The projects will include:
• Luxury Hotel (629 Rooms)
• Gaming Area (110,000 Sq Ft)
• Retail Space
• Food and Beverage Outlets
• Convention and Meeting Space
• Gym /Spa
• Parking Garage
• Central Utility Plant
��'VERETT•
The project will also include an extensive landscape and open space amenities including a public gathering with
outdoor park -like open space, a pavilion, waterfront features, a public harbor walk and transportation docking
facilities connecting the City of Everett to the Mystic River and Boston Harbor. 4LEAF's plan review and inspection
responsibilities will include Structural (including deep foundation and underground garage construction), ADA
(requirement of Federal Americans with Disabilities Act), Plumbing, Mechanical, Electrical, Energy, Smoke Control,
Fire -Life Safety, and accessibility by exercising our thorough knowledge of the Massachusetts State Building Code
and all statues and regulations governing public building construction projects. 4LEAF's team is also comprised of
two key subconsultants that include Paul Morriarty and Associates and R.W. Sullivan.
Client Name:
Project Location:
Client Contact:
Client Email:
Client Phone:
Valuation:
City of Everett, MA
Everett, MA
Jim Soper, CBO
iames.sor)erbci.everett.ma.us
(617) 394 -2224
$2.4 Billion
Key Personnel
Craig Tole — Inspectional Services Manager
Joe Nicolas, PE — Plan Review Manager
Kevin Duggan — Principal
Wayne Beaumier — Lead Project Inspector
Tin Htway — Project Inspector
Phillip Harris — Project Inspector
Ali Sadjay — Project Inspector
Sandra Deprimio — Project Coordinator
Proposal to Provide On -Call Standard and Expedited Building and Fire Plan Check Services, RFP No, 18- RFP -CDD -406 Page 12 of 13
Section 3: Relevant Experience January 26, 2018
4LEAF, INC.
ENGINEERING • CONSTRUCTION MANAGEMENT
BUILDING INSPECTION • PLAN CHECK
Fire References
Fire Review and Inspection
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 County's 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.marin @faf.sccgov.org
Services: Fire Review, Inspection, and Consulting
Date of Service: 2013 - Present
Fire Review and Inspection
4LEAF is currently supplying on -site inspection and on -site review for projects in the City of Pleasanton and City
of Livermore. 4LEAF has completed hundreds of projects including work on the $50 Million outlet mall "Paragon ".
4LEAF also works at least one day per week at the LPFD station on Nevada Street and routinely meets with
applicants to discuss their reviews
Agency Name:
Contact Name:
Contact Telephone:
Contact Email:
Services:
Date of Service:
Livermore Pleasanton Fire Department
Ryan Rucker, Fire Marshal
Office: (925) 454 -2330
rrucker @lpfire.org
Fire Review, Inspection, and Consulting
2012 - Present
Fire Review and Inspection
4LEAF is currently supplying on -site and Inspection services to Menlo Fire. 4LEAF has had up to three personnel
working part -time for more than two years.
Agency Name:
Contact Name:
Contact Telephone:
Contact Email:
Services:
Date of Service:
Menlo Fire Protection District
Jon Johnston, Fire Marshal
Office: (650) 688 -8577
Joni @menlofire.org
Fire Review, Inspection, and Consulting
2015 - Present
Proposal to Provide On -Call Standard and Expedited Building and Fire Plan Check Services, RFP No. 18- RFP -CDD -406 Page 13 of 13
Section 3: Relevant Experience January 26, 2018
EXHIBIT "C"
MILESTONE SCHEDULE
N/A
4835 - 2267- 0361v1
LAC104706083
EXHIBIT "D"
PAYMENT SCHEDULE
4835 - 2267- 0361v1
LAC104706083
4LEAF, INC.
ENGINEERING • CONSTRUCTION MANAGEMENT
BUILDING INSPECTION . PLAN CHECK
Section 6: Firm's Billing Structure - REVISED
NATURE OF BUILDING SERVICES
COST STRUCTURE
Plan Review & CASp Services
Plan Review Percentage Cost: 60%
Commercial Building Inspector (Building Inspector II) ..............................
Plan Review Hourly Cost: $90 Non - Structural Review
Residential Building Inspector (Building Inspector 1) ... ...............................
$120 Structural Review
Training Building Inspector .......................................... ...............................
CASp Inspection and /or Review: $155 /hour
Code Enforcement ....................................................... ...............................
Fire Review: $155 /hour
Permit Technician ........................................................ ...............................
* Fee includes initial review and two (2) rechecks.
Staff Augmentation Services
Interim Chief Building Official ...................................... ...............................
$135 /hour
Senior Combination Building Inspector (Building Inspector III) .................
$110 /hour
Commercial Building Inspector (Building Inspector II) ..............................
$95 /hour
Residential Building Inspector (Building Inspector 1) ... ...............................
$80 /hour
Training Building Inspector .......................................... ...............................
$65 /hour
Code Enforcement ....................................................... ...............................
$95 /hour
Permit Technician ........................................................ ...............................
$65 /hour
Senior Permit Technician ............................................. ...............................
$75 /hour
On -Site Plan Review Engineer ..................................... ...............................
$130 /hour
On -Site Non - Structural Plans Examiner ....................... ...............................
$110 /hour
FireReview .................................................................. ...............................
$155 /hour
Inspector of Record (including DSA or OSHPD) ........... ...............................
$135 /hour
Public Works Inspector ................................................ ...............................
$147 /hour
CASpInspection ........................................................... ...............................
$155 /hour
Project Inspector/ Inspector of Record ...................... ...............................
$135 /hour
Off -Site Project Manager ............................................. ...............................
$160 /hour
Principal -in- Charge ...................................................... ...............................
$185 /hour
Hourly overtime charge per inspector ........................ ...............................
1.5 x hourly rate
Mileage (for inspections performed within the City) .. ...............................
IRS Rate + 20%
*Rates will be communicated with the City Management at time of request. Rates will vary based on the
qualifications and experience of the personnel.
Larger complex plan reviews can be negotiated to achieve the best possible pricing. 4LEAF has a proven track
record of working with municipalities to provide expedited reviews with special discounted pricing when
applicable.
Proposal to Provide On -Call Standard and Expedited Building and Fire Plan Check Services, RFP No. 18- RFP -CDD -406 Page 1 of 2
Section 6: Firm's Billing Structure - Revised January 26, 2018
4LEAF, INC.
ENGINEERING' CONSTRUCTION MANAGEMENT
BUILDING INSPECTION • PLAN CHECK
BASIS OF CHARGES
Rates are inclusive of "tools of the trade" such as forms, telephones, and consumables.
• All invoicing will be submitted monthly.
• Staff Augmentation work (excluding plan review) is subject to 4 -hour minimum charges unless stated
otherwise. Services billed in 4 -hour increments.
• Most plan reviews will be done in 10 business days or less and 5 business days or less for re- checks. This
is not inclusive of holidays or the day of the pick -up of plans.
• Expedited reviews will be billed at 2x the hourly rates listed in Section 6 — Firm's Billing Structure.
• All plan review services will be subject to 2 -hour minimum fee.
• 4LEAF assumes that these rates reflect the 2018 -2019 contract period. 3% escalation for 2020 and 2021
is negotiable per market conditions.
• Overtime and Premium time will be charged as follows:
- Regular time (work begun after SAM or before 4PM) 1 x hourly rate
- Night Time (work begun after 4PM or before SAM) 1.125 x hourly rate
- Overtime (over 8 hours M -F or Saturdays) 1.5 x hourly rate
- Overtime (over 8 hours Sat or Vt 8 hours 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 Chief Building Official, Public Works Director,
or other responsible designated City personnel.
• All work with less than 8 hours' rest between shifts will be charged the appropriate overtime rate.
• 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.
Proposal to Provide On -Call Standard and Expedited Building and Fire Plan Check Services, RFP No. 18- RFP -CDD -406 Page 2 of 2
Section 6: Firm's Billing Structure - Revised January 26, 2018