PUBLIC WORKS DEPARTMENT

REQUEST FOR QUALIFICATIONS

for

On-Call Capital Improvement Program Water & Sewer Construction Management and Inspection Services

RFQ-PWD-26.603

Date Released: October 7, 2026

Statement of Qualifications are Due:

Wednesday, October 28, 2026, by 11 a.m.

Submitted via email to pleasantoncityclerk@cityofpleasantonca.gov and cc’d to rlee@cityofpleasantonca.gov

SOQ MAY BE DISQUALIFIED IF THE PACKAGE DOES NOT INCLUDE ALL

REQUESTED DOCUMENTS AND DOES NOT ADHERE TO ALL OF THE

GUIDELINES IN THIS DOCUMENT

APPROVED

Todd Yamello

Utilities Planning Manager

Request for Qualifications for

On-Call Capital Improvement Program Water & Sewer Construction Management and Inspection Services

Table of Contents

INTRODUCTION

RFQ AND SELECTION SCHEDULE

CITY DESCRIPTION, PROJECT DESCRIPTION, AND WORKFLOW

SCOPE OF WORK

CITY’S RESPONSIBILITY

STATEMENT OF QUALIFICATIONS REQUIREMENTS

STATEMENT OF QUALIFICATIONS EVALUATION

ATTACHMENT 1 - PROFESSIONAL SERVICES AGREEMENT

EXHIBIT A – SCOPE OF SERVICES

EXHIBIT B – FEE SCHEDULE

EXHIBIT C - LEVINE ACT DISCLOSURE STATEMENT

ATTACHMENT 2 – LIST OF WATER AND SEWER CIPS

INTRODUCTION

The City of Pleasanton Public Works Department’s Utility Division (City) invites qualified Consultants (Consultant) to provide statements of qualifications (SOQ) and hourly rate proposals for professional construction management and inspection services (Services) to be performed on various water and sewer capital improvements, some of which are referenced in the City’s Water System Management Plan, Sewer System Management Plan, and adopted Capital Improvement Program (CIP). The Services sought under this Request for Qualifications (RFQ) are set forth in more detail in the Scope of Work section of this RFQ.

The City is interested in securing Consultants that have the required experience, qualifications, expertise, and resources to perform the Services identified in this RFQ for the specific purpose of obtaining on-call services. The City anticipates executing initial three-year agreements (FY 2026/27 through FY 2028/29) with up to two optional one-year extensions to up to three qualified Consultants. Subject to budget authorization, the aggregate total agreement amounts for the initial three-year term, split between the selected Consultants, is $5,200,000. For the optional one-year extensions, additional budget will be considered but is not guaranteed.

This RFQ describes the Scope of Services, the necessary components of the SOQ, the Consultant selection process, and the required format of the SOQ to be submitted by Consultant. A City Professional Services Agreement is attached for reference and review.

Addenda to this RFQ, if issued, will be posted on the City website at:

https://www.cityofpleasantonca.gov/business/bids/ https://www.bidnetdirect.com/california/cityofpleasantonca

It shall be the Consultant’s responsibility to check the City website to obtain any addenda that may be issued.

This RFQ does not commit the City to execute an agreement, to pay any costs incurred in the preparation of an SOQ, or to procure or contract for services. The City reserves the right to accept or reject any or all SOQs received as a result of this RFQ, to negotiate with any qualified Consultant, or to modify or cancel in part or in its entirety the RFQ if it is in the best interests of the City to do so. Furthermore, an execution of an agreement may not be made based solely on price.

The prospective Consultant is advised that should this RFQ result in recommendation for execution of an agreement, the agreement will not be in force until it is approved and fully executed by the City.

All products used or developed in the execution of any agreement resulting from this RFQ will remain in the public domain at the completion of the agreement.

Consultants who wish to release information regarding the Consultant selection process, execution of agreement, or data provided by the City at any public hearing, must receive prior written approval from the City before disclosing such information to the public.

The City reserves the right to request additional information and/or clarification from any or all respondents to this RFQ.

All requests for interpretation or questions must be submitted in writing to the attention of Roger Lee, Consulting Utilities Project Manager, via email at rlee@cityofpleasantonca.gov. Subject line is to be: “RFQ: On-Call Capital Improvement Program Construction Management and Inspection Services.”

The City reserves the right to revise the RFQ prior to the indicated due date or to extend the due date for submittal of SOQs due to significant revisions.

Submittal Process:

1. SOQs must be received no later than the date and time defined in the schedule.

2. Electronic signatures are acceptable. Unsigned statements of qualifications or statements signed by an individual not authorized to bind the prospective Consultant will be considered nonresponsive and rejected.

3. Submit SOQs in portable document format (PDF) to pleasantoncityclerk@cityofpleasantonca.gov with cc to Roger Lee at rlee@cityofpleasantonca.gov.

The email subject line and PDF submittals shall be named as follows:

Email subject line: “RFQ: On-Call CIP Water & Sewer Construction

Management and Inspection Services – [Consultant Name]”

SOQ File name: “[Consultant Name] – SOQ for On-Call CIP Water &

Sewer CM&I Services.pdf”

Password Protected Fee Schedule File Name: “[Consultant Name] –

Exhibit B – Fee Schedule.pdf”

4. SOQs and/or modifications to SOQs received after the hour and date specified will not be considered unless approved administratively and with written City consent.

5. Hardcopy SOQs submitted in-person, by mail, or by facsimile are not acceptable and will not be considered.

6. Failure to adhere to RFQ requirements may be cause for SOQ rejection.

RFQ AND SELECTION SCHEDULE

The anticipated Consultant selection schedule is as follows, and is subject to change:

Request for Qualifications Available: October 7, 2028 Deadline for Questions: October 21, 2026 Final Addenda Issued, if any: October 23, 2026 SOQ Due: October 28, 2026 at 11:00 a.m.

Optional Interviews: Week of November 9, 2026 Final Consultant Selections and Negotiations: November 16, 2026 City Council Authorization: December 15, 2026

CITY DESCRIPTION, PROJECT DESCRIPTION, AND WORKFLOW

City Description:

Located at the junction of the I-580 and I-680 freeway interchange, Pleasanton is a community of 79,259 and is near the major business markets of Silicon Valley, San Francisco, and the Central Valley. Pleasanton supports a thriving business community ranging from software to biotechnology to professional services. Many businesses make their home in the nationally recognized Hacienda Business Park at the center of the City. There are over 28,000 dwelling units in Pleasanton.

Water System:

The City owns and operates a potable water system under a permit from the State Water Resources Control Board's Division of Drinking Water. The City serves potable water to approximately 22,000 customers through a water distribution system comprising approximately 330 miles of piping, 19 storage tanks, and 14 booster stations.

The City has developed the 2024 Water System Management Plan (WSMP) that recommends a long-term Capital Improvement Program (CIP) and new operation and maintenance programs to ensure sustainability of the water system. The WSMP was completed in October 2024 and approved by City Council in January 2025.

Sewer System:

The City owns and operates a sewer collection system that consists of approximately 253 miles of gravity sewers, approximately 4.9 miles of force mains, eight siphons, 11 active pump stations, and approximately 21,000 service connections. The average dry weather flow is approximately six million gallons per day. The City has agreements with Dublin San Ramon Services District (DSRSD) and City of Livermore (for Ruby Hill service area) for wastewater treatment and is a member of Livermore Amador Valley Water Management Agency for treated wastewater disposal. The City also has agreements with

Alameda County that allow sewage flows from their Castlewood Service Area to be transported through the City’s collection system for treatment at DSRSD.

Sewer service laterals are owned by and the responsibility of the property owner to maintain and ensure serviceability. The City will not perform repair, rehabilitation, or replacement of any portion of the sewer service laterals located on private property. There are 26,336 lateral connections within the City.

The City operates the collection system under the State Water Resources Control Board adopted Statewide Waste Discharge Requirements General Order

WQ 2022-0103-DWQ.

The City completed a Sewer System Management Plan in June 2025.

Project Description:

Several water and sewer CIP projects have been identified for on-call Consultant assignment. The Consultant team will be able to provide water/sewer construction management and inspection services for various projects. Projects that may be included in the initial term of the agreement are listed in Attachment 2.

Refer to Attachment 2 for CIP account numbers, names, approved/planned budgets, and general scopes of work. The adopted/planned budget amounts displayed are intended to capture the full estimate to complete project delivery activities, which include, but may not be limited to, planning/studies, design/engineering, construction, construction management and inspection, closeout, etc. These projects are to be considered in preparation of the SOQ.

Reference documents that include additional information can be accessed through the following links:

Five-Year CIP: FY 2025/26 – FY 2029/30 CIP FY2026-27 Mid-Term Budget: FY 2026/27 Mid-Term Update Water System Management Plan: City of Pleasanton 2024 WSMP Sewer System Management Plan: City of Pleasanton 2025 SSMP

Selected Consultants will be required to fully execute the City’s Professional Services Agreement (Attachment 1). The City may select up to three Consultants to enter into an agreement.

Workflow:

Through the agreement, work authorizations will be negotiated and executed for the specific duties and/or projects that require work. The specific projects that may require Consultant services will vary from year to year and range in size, complexity, and schedule. The City may select Consultants for individual work authorizations without the need for further competitive process. Conversely, the City reserves the right to request Consultants submit a scope and fee proposal for work in competition with other

Consultants prior to issuing a work authorization. Consultants may be selected for work authorizations based upon need, approach to work, qualifications, availability, budgetary constraints, and/or cost to perform services. Work shall be requested on an as-needed basis by work authorization according to the fee/rate schedule included as part of the executed on-call agreement. The cost of developing a scope of service for a particular work authorization shall be included in the Consultant’s cost of doing business and the City will not be responsible for any costs associated with preparing it.

Once a work authorization is approved, rates are locked in for the duration of the project without any subsequent annual increase that may be allowed in the Professional Services Agreement. Reimbursement for travel time, mileage, vehicles, meals, etc. will not be allowed and should be incorporated into the hourly rates provided.

For work not defined in a work authorization, Consultant may request hourly rates be updated annually, prior to the City’s fiscal year start (July 1) per Section 4 Compensation in Attachment 1.

City issued work authorizations will be negotiated and executed for projects included, but not limited to, in Attachment 2. For the initial term and any optional extensions to the agreement, the City is not obligated to issue any work authorizations. However, issuances of work authorizations, for projects in Attachment 2, are anticipated to be issued equitably between selected Consultants. Water and sewer projects listed in Attachment 2 may be removed or added at the discretion of the City.

SCOPE OF WORK

The selected Consultant(s) for this RFQ are for various water and sewer improvements, listed in Attachment 2 and referenced in the City’s Water System Management Plan, Sewer System Management Plan, and adopted Capital Improvement Program (CIP).

See Exhibit A – Scope of Services for the list of Consultant tasks and services associated with the agreement.

CITY’S RESPONSIBILITY

The City will provide the following information to the successful Consultants as needed and available:

A. Archive drawings and reports related to existing City’s facilities.

B. Aerial photography.

C. City’s standard specifications and design guide.

D. Answering non-technical questions during agreement period.

E. 60 percent, 90 percent and 100 percent designs for constructability review.

F. Reviewing all Consultants’ deliverables and providing comments in a timely manner.

G. Project plans, specifications, and an estimate package for each project.

H. Recording drawings related to the City’s existing utilities.

STATEMENT OF QUALIFICATIONS REQUIREMENTS

These guidelines are provided for standardizing the preparation and submission of SOQs/fee schedules by all Consultants. The intent of these guidelines is to assist Consultants in preparation of their statement of qualifications, to simplify the review process, and to help assure consistency in format and content.

The SOQ shall be limited to twenty-five (25) one-sided pages (8-1/2 inches x 11 inches), inclusive of graphics, forms, pictures, photographs, dividers, front and back covers, cover letter, etc. Resumes are to be included in a separate appendix and will not count towards the twenty-five-page limit. Any addendums to the RFQ shall be acknowledged, signed, and included in an appendix in the SOQ, and will not count towards the twenty-five-page limit.

Type size and margins for text pages should be in accordance with accepted standard formats for desktop publishing and processing and should result in no more than five hundred (500) words per page. The combined PDF file size for the SOQ should not be greater than 20 MB for email transmission.

The City’s evaluation of the SOQs will consider Consultant’s entire team. Once proposed, no changes in the team composition will be allowed without prior written approval of the City.

SOQs shall contain the following information in the order listed:

1. Introductory Letter:

The introductory (or transmittal) letter shall be addressed to:

Roger Lee, Consulting Utilities Project Manager Public Works Department City of Pleasanton P.O. Box 520, 123 Main Street

Pleasanton, CA 94566

The letter shall be on Consultant letterhead and shall address items a–g.

a. An overview of the Consultant’s qualifications.

b. An overview of the Consultant’s understanding of the services being requested and any other pertinent information the Consultant believes should be included.

c. Names, titles, addresses, emails, and telephone numbers of the individual(s) with authority to bind the Consultant during the period that the qualifications and cost proposals are being evaluated.

d. Consultant shall include a statement indicating that they have reviewed the City’s standard Professional Services Agreement (including Section 12 - Insurance) and exhibits in Attachment 1 and will enter into such agreement if selected. If the Consultant takes any exceptions to the agreement, they shall indicate these exceptions.

e. Consultant must include in their cover letter a complete disclosure of any alleged significant prior or ongoing contract failures, any civil or criminal litigation or investigation pending which involves the Consultant or in which the Consultant has been judged guilty or liable. If “None” Consultant shall state as follows:

“Consultant has no prior or ongoing contract failures, civil or criminal litigation or pending investigation.” Failure to comply with this provision will disqualify any qualifications.

f. Acknowledgment of the receipt of any addenda, by number, if issued for this

RFQ.

g. The letter shall be signed by a principal of the Consultant or other person authorized to act on behalf of the Consultant. Signature to include title.

2. Executive Summary:

Include a one- to two-page overview of the entire SOQ describing its most important elements.

3. Consultant Information, Qualifications & Experience:

Shall address items a-g:

a. Consultant business type (corporation, partnership, sole proprietorship).

b. The number of employees.

c. The legal form of the Consultant, and if a corporation, shall identify in which state the Consultant was incorporated.

d. Consultant DUNS number.

e. Location of the Consultant’s home office, and whether or not the Consultant has management staff in the Pleasanton area.

f. Name, address, and telephone number of the Consultant’s point of contact for an agreement resulting from this RFQ.

g. Consultant background, general qualifications, description of providing services described in the RFQ, including narrative of services available in-house and/or by subconsultant.

The City will only consider submittals from Consultants that demonstrate they have successfully completed comparable on-call agreements and projects. The projects must illustrate the quality, type, and past performance of the project team. Consultant is to submit detailed description of a minimum of three (3) projects within the past five (5) years which include information for items a-k:

a. Contracting agency

b. Contracting agency Project Manager

c. Contracting agency contact information

d. Agreement amount

e. Funding source

f. Date of agreement

g. Date of completion

h. Consultant Project Manager and contact information

i. Project objective

j. Project description

k. Project outcome

4. Organization and Approach:

a. Provide a description of Consultant’s unique qualifications to complete projects in

Attachment 2. Note any projects that the Consultant would not want to be tasked with and why.

b. Describe the roles, experience, and organization of Consultant’s proposed internal team and all potential subconsultants to support the projects described in Attachment 2.

c. Indicate the number of project staff, facilities available and experience of Consultant’s team as it relates to Attachment 2 projects. Provide a typical organizational chart showing the proposed teams for Attachment 2 projects.

d. Describe Consultant’s project and management approach for the Attachment 2 projects. Provide a detailed description of how the Consultant team and scope of work will be managed. If applicable, include subconsultants.

e. Describe the roles of key individuals on the Consultant’s team for all potential projects in Attachment 2. Provide brief one-paragraph resumes with references for all key team members. Project Managers to provide one-page resumes.

Resumes shall show relevant experience for the RFQ’s scope of work as well as the length of employment. Key members, especially the Project Manager, shall have significant demonstrated experience with the type of projects listed in Attachment 2 and should be committed to stay with a project once a work authorization is issued. If applicable, include subconsultants.

f. Describe style or process in establishing and maintaining communication with clients’ representatives.

g. Describe experience in using Virtual Project Manager platform, or similar construction administration platforms, to manage construction contract budgets, progress payments, inspection daily reports, submittals, RFIs, change orders, etc.

h. State Consultant’s closest established office within Alameda County or surrounding area. Indicate if local Pleasanton firms will be utilized to ensure a strong understanding of local laws, ordinances, regulations, policies, requirements and permitting.

i. Identify proposed sub-consultants that will be retained to perform specified items of work listed in the RFQ “Scope of Work”.

5. Scope of Work:

a. Provide a general discussion about Consultant’s workflow and example of typical services that could be expected.

b. Describe project deliverables for each phase of your work.

c. Describe Consultant’s cost control and budgeting methodology.

d. Describe potential construction management issues that may be associated with the various projects in Attachment 2 that may be tasked and how the Consultant will address these.

e. Describe how Consultant will minimize cost and efficiently schedule services.

f. Propose revisions, if any, to Exhibit A – Scope of Services.

6. Staff Availability/Schedule of Work:

a. Provide a narrative addressing the ability of Consultant to provide the appropriate resources through June 30, 2029, and specifically prior to the issuance of a work authorization.

b. Provide a general discussion about Consultant’s approach to ensuring staff and sub-consultant availability is maintained throughout the duration of a work authorization project.

c. Provide an example of a typical steps Consultant undertakes and associated time frame that could be expected in responding to a request for on-call services.

7. Conflict of Interest Statement:

a. The proposing Consultant shall disclose any financial, business, or other relationship with the City that may have an impact upon the outcome of the agreement or construction projects.

b. The Consultant shall also list current clients who may have a financial interest in the outcome of this agreement.

c. The proposing Consultant shall disclose any financial interest or relationship with any construction company that might submit bids on City projects. See Attachment 1 - Professional Services Agreement for additional information.

8. Litigation:

Refer to introductory letter requirements.

9. Agreement:

The RFQ shall include a statement that Consultant has read the Professional Services Agreement and will enter into such agreement if the Consultant is selected.

Indicate if the proposing Consultant has any issues or proposed revisions (either by addition, deletion, or modification) to the attached Professional Services Agreement template.

The Consultant shall provide a brief statement affirming that the statement of qualifications terms shall remain in effect for ninety (90) days following the date SOQ submittals are due.

An agreement will not be executed with a Consultant without an adequate financial management and accounting system as required by 48 CFR Part 31 and 2 CFR Part 200.

The selected Consultants will be required to sign the Professional Services Agreement and all other required certifications and documentation within fifteen (15) calendar days of the execution of the agreement.

10. Insurance and Business License Requirements:

The City requires Consultants doing business with it to obtain insurance and a City business license, as described in the Professional Services Agreement. The required insurance certificates must comply with all requirements of the standards as described in the agreement and must be provided (original copy) within 15 calendar days of agreement negotiations finalization and prior to the commencement of any work on the project.

11. Fee Schedules:

The Consultant performs the specific items of work for services under a work authorization issued for each new project under an on-call agreement with a fee schedule. The method of payment is specific to hourly rates of compensation and approved work authorization.

To ensure the City can acquire professional services based on the criteria set forth in the Brooks Act and Government Code 4526, the RFQ shall include a fee schedule for each anticipated staff member or classification required to provide services outlined in the RFQ. Fee Schedules shall be submitted in a separate password protected PDF file from the SOQ. Consultants are required to remember the password for the file and the City will not accept any replacement files. Fee schedule file shall be titled “[Consultant Name] – Exhibit B – Fee Schedule”.

The SOQ shall include a fee schedule for FY 2026/27 for the Consultant and potential sub-consultants; the City’s fiscal year starts July 1 and ends June 30. The fee schedules shall list hourly rates for each personnel classification, direct expense rates, and markups. Reimbursement for travel time, mileage, vehicles, meals, etc.

will not be allowed and should be incorporated into the hourly rates provided.

Depending on individual project requirements, consultants may be required to submit certified payroll records.

The fee schedule is confidential and will remain unopened until all SOQs have been reviewed, and the most qualified Consultants have been selected. The City will contact up to three Consultants for the password to view the Fee Schedule PDF file just prior to negotiations.

12. Levine Act Disclosure

The Levine Act Disclosure shall be executed by the selected Consultants concurrent to negotiations. Consultant is not to include the disclosure with the SOQ.

STATEMENT OF QUALIFICATIONS EVALUATION

Evaluation Process:

1. All SOQs will be evaluated by a City selection committee (Committee). The Committee will be composed of City staff and other parties that may have expertise or experience.

The Committee will review the submittals and will rank the Consultants. The evaluation of the SOQs shall be within the sole judgment and discretion of the Committee. All contacts during the evaluation phase shall be through the City Contract Administrator/Project Manager only. Consultants shall neither contact nor lobby evaluators during the evaluation process. Attempts to contact members of the Committee may jeopardize the integrity of the evaluation and selection process and risk possible disqualification of Consultant.

2. The Committee will evaluate each statement of qualifications meeting the qualification requirements set forth in this RFQ. Consultants should bear in mind that any SOQs that is unrealistic in terms of the technical or schedule commitments may be deemed reflective of an inherent lack of technical competence or indicative of a failure to comprehend the complexity and risk of the City’s requirements as set forth in this RFQ.

3. The selection process may include oral interviews if the Consultant scores in the top ranking of SOQs evaluated. If interviews are conducted, the Consultant will be notified of the time and place of oral interviews and if any additional information that may be required to be submitted.

4. The City reserves the right to make the final Consultant ranking and determine the selected consultant based solely upon evaluation of SOQs and without short-listing Consultants or conducting oral interviews, should it find it to be in its interest to do so.

5. The City will enter into negotiations with the selected Consultants. The negotiations will finalize the scope of work, agreement schedule, and fee schedules for 2026 and 2027. If the City is unable to reach an acceptable agreement with the selected Consultant, the negotiations will be terminated and negotiations with the next ranked Consultant will be initiated.

6. Upon successful agreement negotiations, staff will recommend an agreement be executed. Final authority to execute the agreement rests with the City Manager and requires authorization by the City Council.

Evaluation Criteria:

SOQs will be evaluated according to each evaluation criteria and scored on a zero- to five-point rating. The scores for all the evaluation criteria will then be multiplied according to their assigned weight to arrive at a weighted score for each statement of qualifications.

A SOQ with a high-weighted total will be deemed of higher quality than a SOQ with a lesser-weighted total. The selection process final maximum score for any consultant is one hundred (100) points.

Rating Scale

Not

Acceptable

Non-responsive, fails to meet RFQ specifications. The approach has no probability of success. This score will result in disqualification of SOQ.

1 Poor Below average, falls short of expectations, is substandard to that which is the average or expected norm, has a low probability of success in achieving service objectives.

2 Fair Has a reasonable probability of success; however, some objectives may not be met.

3 Average Acceptable, achieves all objectives in a reasonable fashion per RFQ specification. This will be the baseline score for each item with adjustments based on evaluation of SOQs by committee members.

Above

Average/Good

Very good probability of success, better than that which is average or expected as the norm. Achieves all objectives per RFQ requirements and expectations.

Excellent/

Exceptional

Exceeds expectations, very innovative, clearly superior to that which is average or expected as the norm. Excellent probability of success in achieving all objectives and meeting RFQ specification.

Weighted scores of the evaluation criteria for each SOQ will be assigned utilizing the table(s) below:

No. Written Evaluation Criteria Rating (0-5)

Weight Weighted Score

1 Completeness of response Pass/Fail Pass/Fail 2 Qualifications & experience 20 3 Organization & approach 20 4 Scope of work 15 5 Staff availability/schedule of work 5 6 Conflict of interest statement Pass/Fail Pass/Fail 7 Local presence 5 8 References 10

Subtotal: 75

If interviews are conducted, the following evaluation criteria will be utilized:

No. Interview Evaluation Criteria Rating (0-5)

Weight Weighted Score

9 Presentation by Consultant team 10 10 Q&A response to panel questions 15

Subtotal: 25 Total: 100

1. Completeness of Response (Pass/Fail):

a. Responses to this RFQ must be complete. Responses that do not include the SOQ content requirements identified within this RFQ and subsequent addenda, and do not address each of the items listed below will be considered incomplete, be rated a Fail in the Evaluation Criteria and will receive no further consideration.

2. Qualifications & Experience (20 points):

a. Relevant experience, specific qualifications, and technical expertise of the Consultant and sub-consultants to conduct construction management and inspection services on both federal and nonfederal-aid projects.

3. Organization & Approach (20 points):

a. Describes familiarity with the various types of projects identified in Attachment 2 and demonstrates understanding of work to be completed by the schedules provided.

b. Roles and Organization of Proposed Team

i. Proposes adequate and appropriate disciplines of project team.

ii. Some or all of team members have previously worked together on similar project(s).

iii. Overall organization of the team is relevant to City needs.

c. Project and Management Approach

i. Team is managed by an individual with appropriate experience in projects similar to those listed in Attachment 2. This person’s time is appropriately committed to the project once a work authorization is issued.

ii. Team successfully demonstrates ability to proactively identify issues and timely resolve.

iii. Project team and management approach responds to project issues.

Team structure provides adequate capability to perform both volume and quality of needed work within schedules identified in Attachment 2.

iv. Team is familiar with using Virtual Project Manager, or similar construction administration platforms.

d. Roles of Key Individuals on the Team

i. Proposed team members, as demonstrated by enclosed resumes, have relevant experience for their role in various Attachment 2 projects.

ii. Key positions required to execute the project team’s responsibilities are appropriately staffed.

e. Working Relationship with City

i. Team and its leaders have experience working in the public sector and knowledge of public sector procurement process.

ii. Team leadership understands the nature of public sector work and its decision-making process.

iii. SOQ responds to need to assist City during the implementation of various Attachment 2 projects.

4. Scope of Services to be Provided (15 points):

a. Detailed Scope of Services to be Provided

i. Proposed scope of services is appropriate for all phases of work as may be needed to complete various Attachment 2 projects.

ii. Scope addresses all known project needs and appears achievable in the timeframes set forth in the project schedule.

b. Project Deliverables

i. Deliverables are appropriate to schedule and scope set forth in above requirements.

c. Cost Control and Budgeting Methodology

i. Consultant has a system or process for managing cost and budget.

ii. Evidence of successful budget management for a similar project.

5. Schedule of Work (5 points):

a. Consultant demonstrates the ability to provide appropriate resources through June 30, 2029.

b. Consultant demonstrates ability to ensure staff and sub-consultant assignments are maintained throughout the duration of the construction contract.

c. Consultant demonstrates resources and commitment to complete a minimum of up to one-third of the projects listed in Attachment 2 through June 2029.

6. Conflict of Interest Statement (Pass/Fail):

a. Discloses any financial, business or other relationship with the City that may have an impact upon the outcome of the agreement or potential Attachment 2 projects.

b. Lists current clients who may have a financial interest in the outcome of this agreement or the potential Attachment 2 projects that may follow.

c. Discloses any financial interest or relationship with any construction company that might submit a bid on potential Attachment 2 projects.

7. Local Presence (5 points):

a. A statement addressing firm’s closest established office within Alameda

County or surrounding area and the benefits of having a local office, if any.

8. References (10 points):

a. Provide as reference the name of at least three agencies Consultant currently or have previously consulted for in the past three years.

9. Presentation by Consultant Team (10 points):

a. Team presentation conveying scope of work understanding, communication skills, innovative ideas, critical issues and solutions.

10. Q&A Response to Panel Questions (15 points):

a. Consultant provides responses to various interview panel questions.

ATTACHMENT 1 - PROFESSIONAL SERVICES AGREEMENT

PROFESSIONAL SERVICES AGREEMENT

THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is entered into this

____ day of ___________________202_, between the CITY OF PLEASANTON, a municipal corporation (“City”), and ___________, an ___________________, whose address is

_____________, and telephone number is _____________, (“Consultant”).

RECITALS

A. Consultant is qualified to and experienced in providing professional services to support the City in On-Call Capital Improvement Program Water and Sewer Construction Management and Inspection Services for the purposes specified in this Agreement.

B. City finds it necessary and advisable to use the services of the Consultant for the purposes provided in this Agreement.

NOW THEREFORE, in consideration of the mutual covenants and conditions in this Agreement, City and Consultant agree as follows:

1. Consultant’s Services. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the on-call construction management and inspection services in accordance with Exhibit A, Scope of Services, for the City of Pleasanton as requested by the Public Works Department, pursuant to individual Work Authorizations. This Agreement does not obligate the City to utilize Consultant exclusively for these services, and the City reserves the right to select other consultants for these services based on the City's needs. City guarantees no level of work to be directed.

2. City Assistance, Facilities, Equipment, and Clerical Support. Except as set forth in Exhibit A, Consultant shall, at its sole cost and expense, furnish all facilities and equipment that may be required for furnishing services pursuant to this Agreement. City shall furnish to Consultant only the facilities and equipment listed in Exhibit A according to the terms and conditions set forth in Exhibit A.

3. Term. This contract shall commence on the date written above and shall expire on June 30, 2029. At the sole discretion of the City, the agreement may be extended, up to an additional two years, for a maximum term through June 30, 2031.

4. Compensation. For the on-call services to be rendered, City shall pay Consultant on a time-and-materials basis, for a not-to-exceed total of _______________________________ unless the parties agree pursuant to Section 7, below.

As for each Work Authorization, compensation for services and reimbursement for costs shall not exceed the amount set in each executed Work Authorization unless the parties agree pursuant to Section 7, below.

For the services to be rendered, City shall pay Consultant on a time-and-materials basis in accordance with the hourly rates set forth in Exhibit B, which is attached and incorporated into this Agreement to the extent consistent with its terms. Consultant may request an adjustment to its hourly rates once annually, effective July 1, subject to prior written approval by the City. The requested adjustment shall be based on the 12-month percentage change in the Consumer Price Index for All Urban Consumers (CPI-U), All Items, Not Seasonally Adjusted, for the San Francisco-Oakland-Hayward area, as published by the United States Bureau of Labor Statistics, measured from April of the preceding calendar year to April of the current calendar year. In no event shall any annual rate adjustment exceed four percent (4%). Consultant shall submit any requested adjustment, together with supporting CPI documentation and revised hourly rates, sufficiently in advance of the end of the City’s fiscal year to allow for City review and approval.

No adjustment shall apply retroactively or take effect without the City’s prior written approval.

Payment shall be made monthly upon the City’s receipt and approval of Consultant’s invoice.

a. Invoices submitted to City must contain a brief description of work performed, time used and City reference number. Payment shall be made within thirty (30) days of receipt of Consultant’s invoice and approved by City.

b. Upon completion of work and acceptance by City, Consultant shall have sixty

(60) days in which to submit final invoicing for payment. An extension may be granted by City upon receiving a written request thirty (30) days in advance of said time limitation.

The City shall have no obligation or liability to pay any invoice for work performed which the Consultant fails or neglects to submit within sixty (60) days, or any extension thereof granted by the City, after the work is accepted by the City.

5. Sufficiency of Consultant’s Work. All work product and all other documents prepared by Consultant shall be adequate and sufficient to meet the purposes for which they are prepared.

6. Ownership of Work. All work product and all other documents completed or partially completed by Consultant in the performance of this Agreement shall become the property of the City. All materials shall be delivered to the City upon completion or termination of the work under this Agreement. If any materials are lost, damaged or destroyed before final delivery to the City, the Consultant shall replace them at its own expense. Any and all copyrightable subject matter in all materials is hereby assigned to the City and the Consultant agrees to execute any additional documents that may be necessary to evidence such assignment. Consultant shall keep materials confidential. Materials shall not be used for purposes other than performance of services under this Agreement and shall not be disclosed to anyone not connected with these services, unless the City provides prior written consent.

7. Changes. City may request changes in the scope of services to be provided by Consultant.

Any changes and related fees shall be mutually agreed upon between the parties and subject to a written amendment to this Agreement.

8. Consultant’s Status. In performing the obligations set forth in this Agreement, Consultant shall have the status of an independent contractor and Consultant shall not be considered to be an employee of the City for any purpose. All persons working for or under the direction of Consultant are its agents and employees and are not agents or employees of City.

9. Termination for Convenience of City. The City may terminate this Agreement at any time by mailing a notice in writing to Consultant. The Agreement shall then be deemed terminated, and no further work shall be performed by Consultant. If the Agreement is so terminated, the Consultant shall be paid for that percentage of the work actually completed at the time the notice of termination is received.

10. Non-Assignability. The Consultant shall not assign, sublet, or transfer this Agreement or any interest or obligation in the Agreement without the prior written consent of the City, and then only upon such terms and conditions as City may set forth in writing. Consultant shall be solely responsible for reimbursing subcontractors.

11. Indemnity and Hold Harmless. Consultant shall defend, indemnify, and hold harmless, the City and its officers, agents and employees from and against all claims, losses, damage, injury, and liability for damages arising from, or alleged to have arisen from, errors, omissions, negligent or wrongful acts of the Consultant in the performance of its services under this Agreement, regardless of whether the City has reviewed or approved the work or services which have given rise to the claim, loss, damage, injury or liability for damages. This indemnification shall extend for a reasonable period of time after completion of the project as well as during the period of actual performance of services under this Agreement. The City’s acceptance of the insurance certificates required under this Agreement does not relieve the Consultant from its obligation under this paragraph.

12. Insurance. During the term of this Agreement, Consultant shall maintain in full force and effect, at its own cost and expense, insurance coverages with insurers with an A.M. Best’s rating of no less than A:VII. Contractor shall have the obligation to furnish City, as additional insured, the minimum coverages identified below, or such greater or broader coverage for City, if available in the Contractor’s policies:

a. Commercial General Liability Insurance. Commercial general liability insurance with coverage at least as broad as Insurance Services Office (ISO) form CG 00 01, with limits of at least $2,000,000 per occurrence, $4,000,000 general aggregate, and $2,000,000 products and completed operations aggregate for bodily injury and property damage. The policy shall include a per project or per location general aggregate endorsement. If a per project/location endorsement is not available, the limit for the general aggregate shall be doubled. The policy shall provide that the City, its officials, officers, employees, agents, and volunteers are named as additional insureds using ISO form CG 20 10 (or equivalent) for ongoing operations, and, for construction or service agreements, ISO form CG 20 37 (or equivalent) for completed operations and satisfactory to the City Attorney. The policy shall allow and be endorsed primary insurance for work performed by Consultant and its subconsultants, and that no other insurance or self-insurance effected by City or other additional insured will contribute to or be called on to cover a loss.

b. Automobile Liability Insurance. Automobile liability insurance coverage for owned, non-owned, and hired autos using ISO Business Automobile Coverage form CA 00 01 (or equivalent) with limits not less than $2,000,000 each accident. If the Consultant’s business/company does not own any automobiles, coverage for hired and non-owned autos shall be provided. The policy shall provide and be endorsed that the City, its officials, officers, employees, agents, and volunteers are included or named as additional insureds. The policy shall provide and be endorsed to include a waiver of subrogation in favor of the City, its officials, officers, employees, agents, and volunteers.

c. Workers’ Compensation and Employer’s Liability Insurance. Statutory Workers’ Compensation and Employer’s Liability Insurance shall be provided for all persons employed directly or indirectly by Contractor. The Statutory Workers’ Compensation Insurance and Employer’s Liability Insurance shall be provided with limits of not less than $1,000,000 each accident, $1,000,000 by disease-policy limit, and $1,000,000 by disease-each employee. The coverage shall provide and be endorsed to include a waiver of subrogation in favor of the City, its officials, officers, employees, agents, and volunteers. The requirement to maintain Statutory Worker’s Compensation and Employer’s Liability Insurance may be waived by the City upon written verification that Contractor does not have any employees.

d. Professional Liability Insurance. Professional liability insurance that insures against professional errors and omissions that may be made in performing professional services in the amount of $2,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of the start of work, and Consultant agrees to maintain continuous coverage through a period no less than three (3) years after completion of the work.

e. Certificate of Insurance and Endorsements. Consultant shall file a certificate of insurance and all required endorsements with the City prior to the City’s execution of this Agreement, and prior to engaging in any operation or activity set forth in this Agreement.

The Certificate of Insurance shall provide in writing that the insurance afforded by this Certificate shall not be suspended, voided, canceled, reduced in coverage or in limits without providing notice to the City in accordance with California Insurance Code section 677.2 which requires the notice of cancellation to: 1) include the effective date of the cancellation; 2) include the reasons for the cancellation; and 3) be given at least 30 days prior to the effective date of the cancellation, except that in the case of cancellation for nonpayment of premiums or for fraud, the notice shall be given no less than 10 days prior to the effective date of the cancellation. Notice shall be sent by certified mail, return receipt requested. In addition, the insured shall provide thirty (30) days prior written notice to the City of any cancellation, suspension, reduction of coverage or in limits, or voiding of the insurance coverage required by this agreement. The City reserves the right to require complete certified copies of policies.

f. Defense Costs. Coverage shall be provided on a “pay on behalf of” basis, with defense costs payable in addition to policy limits. There shall be no cross liability exclusions.

These provisions do not apply to Professional Liability.

g. Adequacy of Coverage. City reserves the right to modify these insurance requirements/coverages based on the nature of the risk, prior experience, insurer, or other special circumstances.

h. Subcontractors. Consultant shall include all subcontractors as insured under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated in this Agreement, including, but not limited to, naming additional insureds.

13. Notices. All notices herein required shall be in writing and shall be sent by certified or registered mail, postage prepaid, addressed as follows:

To Consultant: __________________ To City: City Manager

__________________ City of…