HomeMy WebLinkAbout0473.095• -THE stl~? EeT OF .
THIS REPORT
lSI.
COUNCIL PRIOItiTY
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City of Palo Alto
City Manager's Report
TO: HONORABLE CITY COUNCIL
FROM: CITYM.~GER DEPARTMENT: Public Works
AGENDA DATE: Nov~mber 6. 1995 CMR:473:95
SUBJECT: Approval or lofrutraetare MIDagemo.t System -CODlult ...
AgreemeDI
REOUEST
This is I request for opprovaI of an agreement with Adamson Associates 10 assist staff in tbe
implementation of !be City', Infrastructure Management System (IMS) project.
RECOMMENDATIONS
Staffn:commcnds that Council;
I. ~ and authorize tbe Mayor to execute !be attached coosultant agreement "'illl
Adamson Assoc'.ales in !he lIDOIlIIt of $49,120 for professional services.
2. Authorize tbe City Manager or her designee 10 negotiate and exeatte ODe or moo: <hange
order.; to tbe coosuItant ogreement with Adamson Associates. The totaIlIDOIlIIt of wbiclI
"bang. order.; sball no( exceed 57,000. .
POI ley IMPIJCATIQNS
Approval of !he agreement is coosistent witl! !he priority !he Council has pIa=) ""
infrastructure needs.
ExtcJOlYE SUMM .... RY
Council has identified as a pri<xity !he need 10 create 011 Inftastructure Management System
(IMS) in oi-der to address !he long term infrastructure management Deeds of!be City. The
purpose of !be project is 10 establish an IMS ",bieb provides sufficient information 10
proactively plan for the repl=en! and repair of critical infustructure compooeots as part
of Palo AI1o's infrastructure management straicgy. The lMS will be • computer based,
quantitative, analytical 100l wiIh a database capable of identifYing maintenance and
replacement schedules for eac" inftastructure component with • value over S2S,OOO,
oltimate1y including buildings. bridges and parks. The lMS will include a method for setting
priocities and identifying the costs (life cycle analysis) related to tbe mail1.!enance and
replacement of eacb inftastructure component identified in !he study. The system may also
identifY other infrastnK:ture items which are currently no( owned, but "lUch may be desirable
acquisitions, in order 10 meet long term future needs of!be City. Due 10 budget constraints,
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1heinitial scope ofwork identified in the agreement will be limited 10 the investigation of
City-owned buildings for which the City has mainten"""e responsibility. Other City
facilities such as parks, bcidges and parking lots will be investigated wben additional fun<ftng
becomes IIv ... lable.
The Request for Proposals was issued 10 twenty-one finns for this project Firms with
various "'"CaS of specializatioo including finance and accounting. romputer hardware and
software, genera! eogineering. and construction cost planning and management wen:
included in the list of redpieots. A number cf linance and accounting coosultants advised
they were over wmmitted 00 eod-of-)'ear projec ts and could no( commit resources for this
project Other consultants did 00< have the breadth of expertize ne.:essary 10 perform the
service requested in the scope. A total of six !inns subrrutted proposals.
A selection advisory committee consisting of staff from lhe Engineering and Facilities
Maoageroeot Divisions of the Public Works Departmenl and !be Administrative &:rvlces
Department reviewed the proposals and invited t.'lree !inns 10 participate in oral inteniews
00 September 15, 1995. The proposals ranged in cOS! from $48,620 10 550,006. Based 00
an evaluation oC the written proposals and the oral presentations, Adamson Associates was
selected by the comrruttee 10 perWnn !be wcd< because of!be depth and quality of the learn's
experience 00 projects of a similar nature, the strength oCthe propooed con.-ultant team, and
lhe merits oCtheir approach 10 create an infrastructure managemer,t system.
Adamson Associates is • professional construction cost consulting finn whicb has beeIl in
business in the San Francisco Bay Area for over 24 year;. Adamson Associates has teamed
. wi1h Boston Associates 10 research a....J reconuncnd 10 staff a suitabre COII'.puterizcd database
software capable of ideotifyi.g maintenance and replacement schedules for infrastructure
components.
The scope of wcd< will be perlOCmed in three phaset; as WIJows:
Phase A:. In this phase the coosultant ",ill wcd< with stafflo identify. suitable computerized
database software. The software will be capable of identifying maintenance and replac<'meot
schedules for infrastructure components-The consultant will research and recommend a
suitable commercially av3Ilable software and assist staff in 1he selection and instaIlation of
1he software, and train staff in ;rs use. The software for 1he !MS program is anticipated 10
be a PC Wmdows-based application.
Phase B: This pbase will inclu<le inventorying all infrastruc1ure compeneClS with a value over
525,000, but only for buMUlgs identified as high prioritie< due 10 their use or age soc!! is the
Civic Center, the Municipal Ser.'ice CenteF Buil<l'mgs A, B and C and the fire stations. A list
identifying an the City', builoUlgS and their IocatioIlS is an anachmeDlIO the agreemenL The
existing COOIf,tion and remaining useful life "'ill be determined foc each infrastructure item. It
will include • pbysical inspection of eaclt major compelleD< (e, &" roofs) 10 verify !be actual
(versus theoretical) remaining useful rue. The inventory results will be entered into the
computerized database IhM wiD be the basis for an analytical study. A database anaJysis will be
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pod<>tmOd to delennine II!e exirong repIace=DI and mainl~ backlog based 00 II!e c<>ooldon
. .. ........ Ilt. induslr)l repl~ sW1dar<ls and induslr)l Jrulintenaoce standard.. Ufe cycle
analysis wiI1 be use<! to determine the aruruaI expenditure """"'sar:Y 10 accommodate future
~ rq>IacemeIII, A report will be prepared identifying a recommenc!ec! pcioriri2bllist
of bockIc.'8 infrasttucIure replacemcnl and ~ items with costs. as "'en IS an arumallifc
cy:;1e cxpeodi!ure requlremenL
PI!ase C: This p1lase will ioc1udc invemocying all rtnlllining C~'y buildings tb.al: were not
addnossed in Phase B, Other .. :tivilies idectifi«l in Phase B ,bove will be repeotcc! in Ihi5 phase,
IU the cooclusion of !his phase. I report will be prepared simllar to that identified in Phase B.
Staff 1DIicip:!.1<S IbaI: the information gatllered in aD three pbases of !he wod: can be pr..entcd I<>
!be Council in July 1996,
Futuro Pbases: The invenlOl)'iug of all O!ber general fund infrastruc1U!'~ items such as parks.
bOOges and parmg lots is n<Jt included in !be current SC<>pC of ",Olk, This ma, be und.ertali:eB
by ~ 10 Ihe cooscJtaD! agroomeD! if aMitiooal fuoomg becomes Iva,iLtble, Selection 0(
!be ccmul!4DI was based on an abill!] to perfonn all future pbases al!be wod:,
FISCAL IMPACT
Funds for !he IMS project have been budge1ed in !be Publi<: W cds Depamnenl Structures
and Grounds Functional area operating budget
ENVIRONMENTAL ASSVtSMtNT
The IMS is not a project for p<lI)lOSeS o(!be CaIifania Enviromnenlal Quality Act.
CQNFlJCI OF INTERFSI
SIaff; \\ith tbe «lnC\IITeDCe althe C.ty Attorney. has determined thai the coosullanl is exempt
from complying \\ith the financial inferest disclosure provi<ioos of the City', conflicl 0(
inIerest code, because !be consultant's range 0( duties and services 10 be provided under the
aweement are Ilmited i~ scope or primaril)l ministerial m nature,
AITACHMENTS
Agreement
PREI'.<\RED BY: George Baglloo. Assistant Di=tor 0( Public Worb
DEPARlMENTllFADREVIEW: _ &", •. ."k£..4.*" ..
, GLENN s:R RTS
Directo< of b' Worb
CITY MANAGER APPROYAL:_A~~~!;;~~l-____ _
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COIITRAc:'.I' )10.
I!!BTWI!EII rill! CITY OF PALO ALTO 1tJm
PBTBI! ADAMSON MSOCUTES. Die. PIIA
ADAKSOli' MSOCUTBS
FOR COIlSUl..TlNG SDVICES
This Cont-raet No. is entered: into :-::-:.--==,-:=.-.
by and between the CITY OF PALO ALTO, a chartered city and a
arunicipal corpore.tion of the State of california t ·C!'YY·}, and
PETER AD.VISON ASSOCIATES. INC. dba ADAMSON ASSOCIATES. a california
corporation.. locatec5: at 1.""0 Col\l.l'l"l:)1J,s Avenue, San Fran~isco, CA
9U33 ('CONSULTANT').
RBCn"A,LS,
'NHEREAS, CITY desires certain professional consulting
services ("Services·} and tbe preparation and d.elivery of r without
limitatioo, one or more sets of documents. drawings .. zna.pe .. plans~
designs, data .. ~alculations .. surveys .. specifications~ schedu~es ..
rep"rts or other Wt'itings ("Deliverables"j (Services and
Deliverables are., collectively, t.he ·Project";'.. as more fully
described in Exl:lllJit rA'; and
WHEREAS .. CrTY desires to engage CONSULTANT. including its
employees. if any, in providing the Services by reason of its
qualifications and experience in performing the Services, and
CONSULTANT has offered to complete the Project on tbe tenr.s and in
the manner set forth herein;
NOW., 'I'HERBFORE. in consideration of t.he covenants,. terms,.
cooditioos~ and previsions of this CODtract~ the parties a9ree~
SEC'TIDN 1. TERM
1.1 T!lis Contract will commence on the date of its
execution by CITY, and ~ll terminate upon the completion of the
project, unless this Coctract is earlier tel~Dated by CITY. upon
the receipt of CITY's notice 'to proceed.. c)NSUL'I'ANT rill CO&UIlence
work oa t.he initial and subsequeLt Pr~5ect tasks in a~cordance with
the time schedUle set forth in Exhibit -A-. Time is of the essence
of this Contract. In the event that the Project is not completed
within the t.ime J'equired t.hrough any fault of CONSULTANT~ CITY"s
city manager vill have the opCion of extending the time schedule
for any period of time. This provision vill not preclude 'the
recovery ot damag-es for dela.y caused by CONSULTANT r
2.1 The scope of Services and ~liverables constituting
tbe Project. will be performed. delivered or ~ecuted by CONS1..JLTA.~
under the ~ases of the Basic Services as described below~
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a.2 CITY may order substantial changee in the scope or
character of the Basic services, the Oeliverables. or the Project l
either decreasing or increa$iog the anlO\lnt of work required of
CONSULTANT. In the ev~~~ thet such changes are ordered~ sUbject to
the approval of CITY's City Council. as may be required, CONSULTANT
will be entitled to full COMpensation for all ~ork performed prier
to CONSULTANrs receipt of the notice of change and further will be
entitled to an extension of the time schedule. Any increase in
compensation for substantial changes will be determined in
accordance with the provisions of this Contract. CITY w1.11 not. be
liable for the ~ost or payment of any change in work. unless the
~t of additional compensation attributable to the change in
work is agreed to, in ~iting, by CITY before CONSULTANT commences
the performance of any such change in work~
2.3; CITY wishes t.o develop a fully integrated
infrastru-cture managemen·t system (IMS) to presen"e and :maxim.1ze
existing infrastructure usage wben planning the future
appropriation of precious dollars~ This Contract is aimed at
developing an IMS system with particular reference to City owned
buildings. At the conclusion of the duties contained in this scope
of work and at the discretlva of the project manager regarding the
quality of the work performed and continu~d suitability of
CONSULTANT .. CONSULTANT may be invited to negotia!"~ an amendment to
this cootract for future phases of work~ The work viII involve
the inventorying and developing of an infrastru.cture n-.anagement
system for all ot.her General Fund infrast.ructure items such as
parks ... bridges and parking lot-s,. etc. This eJl.panded scope will
require budget approval ~r a possible two-year period consisting
of fi.scal years 1996-97 and 1997-99. CONSULTAlIT will be given the
opportunity to s~t; for approval by the project manager; the
names of subcocsultants capable of performdng the additional duties
required for new areas to be studied by the .IMS. It is noted that
the CO~~OLTAN"l' identified some possible sul:>consultants as part of
their presentation to the consultant selection cammittee~
SJSCTIQN 3_
~ULTANT
QUALIFICATIONS. STATUS. AND DQTIES OF
3.1 CONSULTANT represents and ~rrants that it has the
expertise and professional qualifications to furnish or cause to be
furnished the Servi.ces and Deliverables. CONSULTANT further
represent.s and warrants that the project director and every
individual.. including any consultan,t (in-cloding CONSOLTA.."'iTsl ..
charged with the performance of the Services are duly licensed or
certified by the State o·f california" to the extent such licensing
or certification is required by law to perform the Services~ and
that the Project will be executed by them or under their
supervisiO&l~ CONSULTANT will furnish t.o CITY for approval .. prior
to execution of this Contract. a list of all individuals and the
names of their employers or principals to be ewployed as
consultants.
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3.2 In reliance on ~he representations and warranties
eet forth in this Contract~ CITY hires CONSULTANT to execute. and
CONSULT~ covenants and agrees that it will execute or caus~ to be
execu~edt the Project.
3.3 CONSUl!rANT will assign PETER MORRIS as the project
director to ha~ supervisory responsibility for the performance r
progress, and execution of t.he Proj ect. Il.LICB NGU"iEN will be
assigned as the project coordinator wbo will repr~sen~ CONSULTANT
during tbe day-to-day work on the Project. If clrcumstan~es or
cond.it1ons sub_sequent to t.he execution of this Cont.ract cause the
SUbstitutloa of the projact director or project coordinator for any
reason.. the appointment of a substitut.e project director or
substitute project coordinator Yill be sUbject to the prior written
approval of the project manager~
3.4 CONSULTANT represents and warrants that it will:
3 . .4.1 Procure all pennits and licenses.. pay all
charges and fees, and give a11 notices which may be necessary and
in~ident ~o the due and lawful prosecution of the project;
3.4.2 Xeep itself fully informed of all existing and
future Federal, State of California, and local laws, ordinan~es~
regulatioos, orders, and decr-ees which may affect those engaged or
employed under this Contract and any ~aterials used in ~~TANTJB
performance of tbe Services;
3.4.3 ~ all times ~erve and comply ~thl and cause
its employee, and consul t an,t 5, if any .. who are assigned to the
performance of this Contract t.o observe and comply with, the laws.,
orOinances, regulations., orders and decrees mentioned above; and
3.4.1 Will report ~~iately to the project manager,
in writing. any discrepancy or inconsistency it discovers in the
laws .. ordinances, regulatioos r orders .. and decrees mentioned above
in relation to the Deliverables.
3.5 Any Deliverables given to .. or prepared or assembled
by. CONSULTAN'l' or its consultants .. if any, under t.his Con,tract vill
be~ome the property of CITY and will not be made available to any
individua1 or organization by CONSULT~~ or its ~onsultants. if
any. without the prior written approval of the city manager.
3.6 COHSULTANT will provide CITY with ten {lO) sets of
report9~ including draft and final reports .. which are a part of the
Deliverables upon their completion and acce~ance by CITY.
3.7 If CiTY requests additional copies of any documents
whiCh are a part of the Deliverables, CONSULTANT will provide such
additional copies and CITY -will compensate CONSULTANT for its
duplica~ing costs.
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):.8 CONSULTANT will be responsible for employing or
engaging: all persons necessary to execute the Project... All
consultants of CONSULT~~ will be deemed to be directly controlled
and supervised by CONSULTANT, which will be responsible (or their
perfo:r:ma.n<::e.. If any employee or consultant of CONSULTANT tails or
refuses to carry out the provisions of this Cont.ract or appears to
be Incompetent or to act in a disorderly or improper manner, the
emplOfee or consultant will be discharged immediately fram further
performance under this Contract on demand of tbe project manager.
3.9 In the execution of the Project, CONSULTANT and its
consultants, if any, will at all tiwes be ~sldered independent
contractors and n~ agents or employees of CITY4
3.10 CONSULTANT will perform or obtain or cause to be
performed or obtained any and all of the following Additional
Services l ~ included undey the Basic Services~ if sc authorized~
ln writing,. by CITY:
3.10.1 ProvIding services
connection with any public hearing
proceeding,. or proceeding of a court of
as an expert.
or meeting,.
record;
witness in
arbitration
3.10.2 Incurring travel and subBisten~e expenses for
CONSULTANT and its staff beyond those normally required under t.he
Basic Services;
3.10.3
may be agreed upon
t~is Contract; and
performing any other Additional Services that
by t.he parties subsequent to the execution of
3.10.4 Other Additional Services noW' or hereafter
described in an exhibit to this Contract.
3.11 CONSULTANT 'Will be-responsible for employing all
~onsultants deemed necessary to assist CONSULT~7 in the
performance of the Services. The appointment of consultants must
be approved~ in advance,. by CITY,. in writing I and must remain
acceptable to CITY during the term of this Contract.
meetings.
3.12 CONSULTANT vi11 attend a minimum of ten flO)
SECTION". wrIES OF CITY'
".1 CITY vill furnish or cause to be furnished the
services listed in Exhibit -A-and such information regarding its
requirements applicable to the Project as may be reasonably
requested by CONSULTA.'IT.
4.2 CIT. will review and approve,. as necessary. in a
timely manner the Deliverables and each phase of work perform~d by
CONSULTANT. CITY's estimated time of review and approval will be
furnished t.o CONSULTANT at the time of submission of each phase of
work. CONSULTANT ackno'W'ledges and understands that the
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interrelated exchange of i:c.formati?o among CITY's var-ious
departments maltee it extr"",ely difficult fer CIT'! to finnly
establish the time of eaCh review and approval task. CrTrs failure
to review and approve vithin the estimated time scbed~le yill not
coo8titute a default under thia Contract.
4.3 The city manager will represent CITY for all
purposes under this Con·tract. .JAMES HA...~JnNGTON is designated as
the project oanager for the city manager. The project manager will
supervise the performance, p%ogress, and e~ecution of the Project.
and will be assisted by GARY WEINREICH, the project engineer.
4.-4. If CIT'i obser"es or otherwise becomes aware of any
default in the perfo~e of CONSULTANT~ CITY will use reasonable
efforts to give written ~ice thereof to CO~~T~VT in a timely
manner.
S~IQN 5. QQMPmt~ATIQN
5.1 CIT'! will compensate CCNSULTANT for the following
services and work:
5.1.1 In consideration of the full performance of the
Basic Services" including any authorized reil!tbursable expen$es~
CITY viII pay CONSULTANT a fee not to exceed forty-eight thousand
six hundred twenty dollars {$4El.. 620). The amount o·f compensation
will be calculated in accordance with the hourly rate schedule set
forth in Exhibit ·8· ~ on a time and materials basis. up t.o the
maximum amount set forth in tbis Se.ctiO!l. The fees of the
~ltants. who have di~ect. cootractual relationships with
CONSULTANT. "ill be approved. in advan'Ce. by CITY. CITY reserves
the right to refuse payment of such fees~ if such prior approval is
not ~ained by CONSULTAN'r.
5.1.:2 In consideration of the full performance of
Additional Services... the amount of compensatiCHl set forth in
Exhibit ·B· will no!; exceed five hundred dollars ($500.00) _ An
employee's time will be computed at the billing rates listed in
Exhibit ·B~. The-rate schedule3 may be updated by CONSULTANT only
once each calendar year. and the rate schedules vill not become
effective for purposes o·f this Contract. unless and un·til
CONSULTANT gives CITY t.hirt)" (3Q) days· prior written notice of t.he
effective date of any revised rate schedule.
5.1.3 The full payment of charges for extra work or
changes~ or both, in t.he execution of the Project ~~ll be made.
provided such request. for payment is initiat.ed by CONSULTANT and
authorized. in writing. by the project manager. Payment will be
made within t.hirty (30) days of submission by CONSULTANT of a
statement. in triplicate. of itemized coste covering su~h work or
changes. or both. Prior to C<XI1IleDciD9 such e'lCtra work or changes,
or both. the parties will agree upon an estiw.ated maxilffi.lm cost for
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such extra work or changes. CONS-:;r..TANT 'Will Dot. be paid tor extra
work or changes .. including .. without limitation .. any design work or
change order preparation, which is made necessary on account of
CONSULTANT's errors .. omissions, or oversights.
5.1.4 Oirect personnel expeDSl! of employ€:es a.ssigned
t.o the execUtion of the project. by CONSQl..TJ....NT will include only the
work of architects... eogineers.. designers, job captains ..
draftspersons .. specification writers and typists.. in consultation,
research and design .. work 1n producing d..-1.wings .. specifications and
~her documents pertaining to the Projec~, and in services rendered
during construction at the eite~ to th~ extent such services are
expre~sly contemplated under this Contract. Included in the cost
of direct personnel expense of these emploYc-Es are salaries and
mandatory and customary benefits such as statutory employee
benefits, insurance, sick leave, holidays and vacations, pensions
and similar benefits.
5.2 The schedule of payments will ~ made as follows:
5.2.1 payment of the Basic Ser~ices will be IDade in
mon,thly progress payment.s in propo:ction to the quantum of services
performed r or in accordan-ce with any other schedule of payment
mutually agreed upon by the parties .. ~a set forth in Exhibit ·B-..
or within thirty (30) days of sUbmission, in triplicate.. of su~h
requests if a schedule of pa}1l'Ient is not specified. Final payme:c.-t
will be made by CITY after CONSULTANT bas submitted all
Oeliverables .. includlng, without lialitation. reports whicll bave
been approved by the proj ect manager.
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made in lnOD.,thly
thirty (30} days
payment of the Additional Services rill be
progress payments for services rendered l within
of submission .. in triplicate, of such requests.
5.2.3 No deductions will be made from CONSULTANT'S
compensation on account of penalties, liquidated damages .. or other
swns withheld by CITY from. payments to general CONsmTANTs~
SECTtCN 6 r ACCOu~'ING. AUDITS' OWNERSHIP OF ~RDS
6.1 Records of the direct personnel expenses and
expenses incurred in connection with the performan.ce of Basic
Services and Additional services pertaining to the Project vill be
prepared .. maintained ... and retained by CONSrVLTANT in accordance with
generally accept-ed accounting principles and will be made available
to CITY for allOiting purposes at mutually convenient times during
the term of this Contract and fer three {3} years fol1oving the
expiration or earlier ter.mination of this Contract.
6".2 The originals of the Deliverables prepared by or
u.ruier the direction of CONSULT.ANI' in the performance of this
Contract will become the property of CITY irrespective of whether
the Project. is completed upon CITY's payment of the amounts
required to be paid to CONSULTANT. These originals w1l1 be
delivered to CITY witbout additional compensation. CITY -will have
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the rlgh~ to utilize any final and in~ornplete dra~ings. estimates,
specifications,. aD,d any other documents prepared hereunder by
CONSULTANT, but CONSULTANT disclaims any responsibility or
liability for any alterations or modifications of such documents.
SBGTION 7. INDEMNITY
1~1 CONSL~TANT agrees to protect. indemnify~ defend and
hold harmless CITY, its COuncil ~~rs, officers. employees and
agents" from any and all demands, claims, or liability of any
nature. including death or injury to any person, property damage or
any other loss .. caused by or-arising out of CONSULTANT's. its
officers' .. agents", consultant-a' or employees' negligent acts ..
errors. or omissions, or willful misconduct, or conduct for which
applicable law may impose strict liability on CONSULTANT in the
performanc~ of or failure to perform Its obligations under this
Contract.
S Ee'I'IQN 8. WAIVERS
8 .. 1 The waiver by either party of any breach .or
violation of any cove~antl ter.m. condition or provision of this
Contract or of the provisioos cf any ordinance or law ~11 D~ be
deemed Ito be a waiver of any such covenant. term. condition.
provision,. ordinance. or law or of any Subsequent breach or
violation of the same or of any ~ber covenant r term r condition,
provision. ordinance or law.. The subsequent acceptance by either
party of any fee or other money which may become due hereunder w1l1
~ be deemed to be a waiver of any preceding breach or violation
by the ot]·~r party of any ca .... enant r term, condit] on o;r provision of
this Contract Qr of any applicable law or ordinance.
e.2 No paj'D:'leIlt .. partial payment, acceptance. or partial
accept.ance by CITY will operate as a waiver on the part .of CITY of
any o·! its rights under this Contract ..
SECTION 9 2 INSURANCE
.9 .. 1 CONSULTANT r at its sole cost and expense,. will
obtain and main,tain. in full force and effect. during the teIlll of
this COntract .. the insurance coverage described in Exhibjt we·.
insuring not. only CONSULTANT and it.s consultants. if any,. but also,.
with the exception oE worker~' oompensatioo 6 employer'S liability
and professional liability insurance,. naming CITY as an additional
insured concerning CONSULT~s perfor.man~e under this Contract.
9.2 All insurance coverage re~~ired hereunder will be
provided through carriers with Beet's Key Rat.ing Guide ratings of
A:X or higher which are adrndtted to transact insurance business in
t.he State of California. Any and all consultants of CONSULTANT
retained to perfor.m Services under this Cootract ~ll obtain and
maintain.. in full force and effect during the term of this
Contract.. identical insurance coverage, naming CITY as an
additional insured under such policies as required above.
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9.2 Certificates of such insuran~e, preferably on the
forms provided ~y CITY, will be filed with CITY concurrently with
the execution of ~hls Contract. The certificates will be subject
to the approval of· CITY's risk manager and will contain an
endorsement stating that the insurance is primary CG\'erage and viII
~ be csnceled or altered by the insurer exce~ after filing with
the CI~s city clerk thirty (10J days' p~ior written ~ice of such
eaacellatlon er alteration, and that the City of palo Alto is naIDed
as an additlonal insured except in policies of workers I
C'ODlpensat.ioo, exr.ployer'B liability,. and professioaal liability
insurance. CUrrent certificates of su<:h insurance will be kept oa
file at all ~imes during the term of this Contract ~th the city
cle:r.k.
9.4 The procJring of such required policy or policies
of insurance will not be construed to liJl\it CONSULTANT's liability
hereunder nor_ to fulfill the indemnificatioo. provisions of this
Contract. Notwithstanding the policy or policies Of insurance ...
CONSULTANT yilt be Oh1igated for tbe full and total amount of any
damage. injury, or loss caused by or directly arising as a res~lt
of the Services performed uOOer tbis Cootract~ in-cluding su.ch
damage" injury" or loss arising after the Con-tract is terminated or
the term bas expired.
S'ttTIQH 10. WOR$BRS' CCt@JNSATION
~O~1 OONSULTANT# by executing this Contract" certifies
that it is aware of the provisions of the Labor Code of the State
of california "Which require every eIfi>loyer to be insured against
liability tor workers' compensation ~ to undertake self· insurance
in aceordance v1tb the proviSions of that Code, and certifies that
it rill comply with such prO'"ris1ons, as applica.ble~ before
commencing tbe perfo~ance of the Project.
SRCTIQN 11 TERMINATION OR SQ£PENSION OF CONTRACT OR
11~1 The city ~anager ~ay suspend the execution of the
Froject, in whole or in part" or terminate this Contract I with or
without cause, by giving thirty (30) days" prior written notice
~hereof to CONSULTANT ... or immediately after submission to CITY by
CONSULTANT of any completed item of Basic ServiceSr Upon receipt
.of su,ch notice. CONSULTANT wi1.1 immediately discontinue it'S
performance under this Cootract.
11.2 CONSULTANT may terminate this Contract or suspend
its execution of the project by giving thirty {30} days' prior
written notice thereof to ClT:(. but only in the event of a
substantial failure c·f performan..ce by CITY .or in the event CIT'!
indefinitely ~thholds or withdraws its request for the initiation
or ooctinuatiOtl of Basic Services or the execution of the Project ..
11. 3 Upon
CONSULTANT will be
Additional Services
!1S1011 'YO DO~i615
such suspension or termination by CITY I
compensated for the Basic Services and
performed and Deliverables received and
s
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approved prior to receipt of ... ritt.en notice from CITY of su-ch
suspension ~r abandonment, together v1th authorized additional and
reimbursable expenses then due. It the Project is resumed after
being suspended, f<>r more than 160 days, any cl'.a.nge in CONSULTA.'IT'S
compensa~lc4 vill be subject to renegotiation and~ if necessary.
approval of CIT(s City Council. If this Contract i& e~spended or
terminated on account of a default by CONSULTANT, CITY rill be
obligated to compensate CONS1J1..TJJIT only for that portion Qf
CONSULTANT's services which are of direct and immediate benefit to
CITY, as such determination may be made by the city ~ger in the
reasonable exerc!se of her discretion.
11 .. 4 In the event of termination of this Contract or
suspension {)f York on the Project by CITY 'Where CONS1J!./l'ANT is not.
in default, CONSULTANT will receive compensation as follows:
11 .. 4-~1 For approved items of services .. C()NSULTANT rill
be compensated for eacb item of service fully perfe~med in the
amounts authorized ~nder this Contract.
11.4.2 Fer' approved items of services on which a
notice to, proceed is iS3'1J,~d by CITY, but which are not full-y
performed, CONSULTAN'T will be compensated for each item of service
in an an'IO\1Ilt .... hlch bear& the same ra.tio to the total .f;:ee ot.herwise
payable for the perfo:Ill'\aD.ce of the service as the quantum of
service actually rendered bears to the services necessary for the
full performance o_'f that item of service.. .
11 .. 4.3 The tocal compensation payable under t:he
preceding paLag~aphs of this Section will n~ exceed the payment
specified under Section 5 for t.he respective items ~f service to be
furnished by CONSUL~ANT.
1.1 .. S Upon. su-ch suspension or termination, CONSULTAN"r
will deliver to tbe city manager immediately any and all copies of
the Oeliverables~ whether or not completed~ prepared by CO~SULTANT
or its consultants~ if any. or given to CONSULTANT or its
consu~tants, if any. in cOtlI'lection with t.his Contract. Such
.naterials will become the property of CITY ..
11.6 'i"he failure of CITY to agree with CONSULTANT" s
independent findings, cooclusions 6 or recommendations. if the same
are called for under this Con·tract .. OIl the basis c·t differences in
matters of judgment~ will not be construed as a failure on the part
of CONSULTANT to fulfill its obligations under this Contract ..
SECTION 12. ASSIGNMENT
12.1 This Contract is for the persona.l services of
OONSULT.ANT~ therefore. CONSULTANT -will not aSS1.gn.. transfer,
convey, or ~herwfse dispose of this Contract or any right~ title
or inte~est in or to the same or any part thereof without the prior
written coasent of CITY. A consent to one assignment will n~ be
deemed-to be a" conseDt to any subsequent assignment. My
assignment made -without the approval of CITY --:rill be void and, at
9
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the option of che cit) ma~ger, this Contract may be terw1nated~
This contract vill not. be assignable by operation of law ..
~ON B. NOTICES
13.1 ~l notices hereunder will be given, in writing,
aDd mailed... postage prepaid.. by certified mail... a6dressed as
follows;
TO CITY: otfice of the City Clerk
City of Palo Alto
Post Office Box 10250
Pal~ Alto, CA 9.303
TQ CONSULTANT: Atte~tion of tbe project director
at the address of CONSULTANT recited above
SECTION 14. CCh"1FLICT QP INTEREST
1441 In accepting this Contract.. CONSULTANT covenants
t.hat it presently bas no interest,. and will not acquire any
interest. direct or indirect... financial or ~herwise ... whicb would
conflict. in any manner or degree with the performance of the
senricea ..
14.2 CONSULT~~ further covenants tba~... in tbe
performance of this ~ontract-" it will not employ contractors or
persons baving sucb an interest mentioned. above. CONSULTAlIT
certifies that no ODe who has or vill have any financial interest
under t.his Contract. is an officer or employee o·f CITY; this
pro,tision ~ill be interpreted in accordance with the applicable
provisions of t.be Palo Alto Mlnicipal Code and t.he. Government. Code
of the State of california.
SECTION 15 NONDISCRIMINATION
15.1 As set forth in the Palo Alto MUnicipal Code, no
disc't'imination vi.11 be made i.e. the eq,loyment of persons under thIs
contract because of the age... race.. color.. national ori9in~
ancestry, religion~ disability. s~ual preference or gender of such
persoo. If the value of this Contract is ... or may be, five thousand
dollars ('$5.0'O'O} or more, CONSULTANT agrees to meet all
requiremen·ts of the Palo Alto Municipal Cooe pertaining to
nondiscrimination in employment, including completing the requisite
form. furnisbed by CITY and set forth in EXhibit aD-~
15.2 CONSULTANT agrees that each contract for s~rvices
from independent providers ~ll contain a provision substantially
as follows:
• [Name of Provider] will provide CONSULTANT
with a certificate stating that [N~~ of
Provider} is currently in compliance vith all
Federal and State of California laws covering
nondiscrimination in employment; that (Narne of
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',<
",,/
Provider} will pursue an affirmative course of
action as req~ired by the ALtirmative Action
Guidelines of th.a City of Pa,lo Alto; and that
{Name of Provider) will not discriminat'9 in
the employment: of any person u:cder this
contract bec8-lJse of the age.. race t color ...
national origi~, ancestry~ religion ...
disability.. sexu.al preference or gender of
~ ~ .. ~uch person.·
'.'s.3 If CONSULTANT 1& fO\lnd J:n violation of the
noodiscrid'li.naticn provisions of t.he State of California. Fair
Employment practices Act or similar previsions of Federal law or
executive order in the performan~e of this Contract.. it will be in
default. cf this Contract. ThereupoD .. CITY will have t.he power to
cancel or suspend this Cont.ract .. in whole or in part,. or to deduct
the. sum of twenty-five dollars ($25) tor each person for each
calendar ea.y during which SlJ:ch person was subjected to.
discrimina.tion, as damages for breach of coatract. or baCh. Only
a finding of the State of California Fair Employment Practices
Commission or t.bg equivalent federal agency or officer will
constitute evidence of a breach of this Contract.
:15~4. If CONSWJTANT is tou,nd in default of t.he
nondiscrimination provisions of this Contract or the applicable
ALfirmative Action Gu!delines pertaining ~o this Contract,
CONSULTANT rill toe found in material breach of this Contract.
Thereupon, CITY will have the power to cancel or e--.,lspend t1tis
Contract .. in ~hole or in part .. or to deduct from the a.'TlOunt payable
to CONSULTANT the sum of two hundred fifty dollars ($250) for eaO'b
ca1enda.r day during whicb CONSULTANT is not in coopliance with this
provision as damages for breacb of contract. or ~h.
SECtION 1 §. MISCELLANEOQS PROVISIONS
:16~1. CONSULTANT represents and warrants that it r..as
ltnoY"ledge of the requirements of the federal An'.ericans with
Disabilities Act of 1990, and ~he Government Code and the Rea~th
and Safety Code of the State of California.. relating to access to
public buildings and acconunodations for disabled persons. and
relating to facilities for disabled persons. CONSULTANT will
comply with or ensure by its advice that cOI'llpliance with su-cb
provisions will be effected pursuant to the terms of this COD.tract~
16.2 upon the agreement of the parties,. any controversy
or claim arising out of or relating to this Contract may be settled
by arbitration in accordao-ce with the Rules of the AlnericaL
Arbitration Association~ and judgment upon the award rendered by
tbe Arbi~rators may be entered in any court having jurisdiction
thereof.
11
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16~3 This COD~ract will be gQverned by the laws of the
State of Callfornia 6 excluding its conflicts of law~
16.4 In the even·t that MI. action is br-ought .. the parties
agree that trial of such action will be vested exclusively in the
state courts of California or in the United States District Court
tor the Northern District of California in the County of Santa
Cl~ra .. State of California.
16.5 The prevailing party in any action brought to
enforce the terms of this-Contract or arising out of tbis Contract
may r.ecover its reasonable costs and attorneys· fees expended In
connection vitb that actioa~
16.6 ~is docUment represents the entire and integrated
Contract between the parties and supersedes all prior ~iations ..
representatiocs... and contracts. either written or oral. This
document may be amended only by a writtEn inatruIf'.ent .. which is
signed by the part ie_s.
16.? All proviSions of ~his Contract. whether covenants
or conditions .. will be deemed to be both covenants and conditions.
16.S Toe covenants. te~. conditions and previsions of
this Contract ~ll apply to~ and will bind. the heirs, succesBor6~
execu~ors~ administrators .. assignees, and coosultants. as the case
may be~ .o·f the parties.
16~9 If a court of competen~ jurisdiction finds or rules
that any proviSion of th~s Contra'::t or-any amendment t.hereto is
void or unenforceable, the unaffected pravisior~ of tbis Contracc
and any amendments thereto will remain in full force and effect.
lS.10 All exhibits referred to in this Contract and any
addenda. appendices .. attachments. and schedules which, from time
to t1me~ may be referred to in any duly e_xeC'.Jted a:&'1endment hereto
are by such reference incorporated in this Contract and w111 be
deemed to be a part of chis Contract.
1e .11 This Contract may be executeO: in any number of
counterparts~ each of ~hich will be an original~ but all of vbicb
~ogether will cocstitute one and the same instrument4
16.12 This Contract is subject to the fiscal prOVisions
of the Charter of the City of Palo Alto and the Palo ~to MUnicipal
CoOe. This Contract vill terminate vitho..lt any penalty {a) at the
end of any fiscal year in the event. that funds are not appropriated
for the following fiscal year, or {b} at any time witbin a fisca~
year in the event that funds are only a.ppropriated for a portion of
the fiscal year and funds for this Contract are no longer
12
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available.. This Secti.on 16.12 vill take precedence in the event o,f
& confliet. with any other covenant .. te~ .. condition, or provision
of this Contract.
IN 1o'ITNSSS WHEREOF, the parties hereto have by their duly
authorized representatives exec.lted t.his Contract 00 the dat.e first
above written~
A'l'TEST,
City Clerk
AFPROVlID AS TO I'CRM:
senior Asst. City Attorn~y
AFPROVED:
Assistant City Manager
Director of Public Works
Deputy City Manager l
Administrative Services
Risk Manager
Attachments:
EXHIBIT 'A-:
EXHIBIT IB-:
EXHIBIT • C' !
EXHIBIT IV-:
"1011 IJ'II 0D?DII6I!
CI'IY OF PALO ALTO
Y.a.yor
.~7 P~ ~if ASSOCIATES,
dba ADAKSON ASSOCIATES
Its: C.;'.c:;',
INC.
Taxpayer"s I.D. No. q,..,. -1,? r!l"
SCOPE OF PROJECT NID THE T1ME
AND FE E SCH1IDiJLE
RATE SCHEDULE
rNSURANCB
NONDISCRIMINATION COMPLIANCE I'CRM
'.'.-r.
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CDTU1CATIl Olr AalIOWLXDGlIBNT
(Civil Code S 1189)
ST1<TB OF _-:O"Ul1,,_ .. _ .... -'-. .. _. _____ _
C()(J!In" OF
on Oct. 25. 1995
IlCtary pubUc in and for
I before ~~ the ~ersigned. a
said County, personally appeared
pet..,. ""m:y Merrie •
" 3 J J) .« f proved to me on the basis of
satisfactory ev1~encel t.o be t.he person ~ whose name (.) Is/ ....
sUbscribed to ~he within instrument. and ackno~ledged to me that
hal •• li j executed the same in his/h. ttl:! \h: autnori.s::ed
capacity!'RB}, and that by his/hlu!_ signature (a) on the
instrument tbe perBon~. or the entity upon behalf of which the
person (.1 act.ed. executed the instrument.
WITNESS my h1~ and official seal.
11f.'p"", t (J .. "
SCOPE OF WORK AND TIME SCHEDULE
FOR
INFll.'.STIlIJCTUltE MANAGEMENT SYSTEM PROJECT
GENERAL INFORMA nON
The City dces not have I S)'S1em foe long term infrastructure management. The infra.'<ttUCture
man&gemonl is CUlTently dooe tbroogb the S year CIP program and the iUIllUlIl operating
rodget. This short Ien1l view of budgeting lor CIPs is illadeqwIte 10 anticipate costs associated
with inftastructure con>pOfleIlI5 w!lose useful life may be II>, 20, or 50'" years. The purpose
olthis proje<t is to establish an infrastructure management system (IMS) which provides
.ul!kienl infonnotion to proactively plan foe and finance the replacement and repair of critical
infrastrucI".rre components .. part of Palo Alto', infrastrucI!ue managemenl str ... gy.
The IMS will be • CO'IIlj>Uter based, qua"titative, analytical I0OI with. database capable of
identiljrin@ mai'1lena.JlC<' and repla=neDl schedules foe each infrastructure cODlpOnem with •
value over $25,000 generany including buildings, bridges and parb. Tile IMS S)'stem will be
IinIred to the City', Geographic lnfonnation System {GIS}. The IMS ,.iII include • method fur
setting priorities and identiljring the costs (life cycle analysis) reiated 10 the mainlelWlCe and
replacement of eaclt inbstr\Icture componenl identified in the study. The system may also
ide1J!ify infrastructure components items whicll are currently IKJt oWlled but whick may be
desirable acquisitions in order to meet long \ernl future needs of the City.
SCOPE OF WORK
The City "t Palo Alto, Department of Public Works, Engineering Division requires the
coosuIl4QllO perfOrm &Ii inventory of the City Facilities and assist the City in the development
of &Ii InrrosIl'Jeture Managemem System as described in this Scope of Work section and
furtber <lestribed in the General Information and Computer Standards sections of this scope of
worT<.
Phase A: In this pbase the consultant will =ommend and the City will select the IMS
computerized database software capable of identifying mainlenance and replacement schedules
for lnfnstruc= components with • value over $25,000 generally including buildin@s. parb,
parting lois and bridges. The software for the IMS prog'"'" is anticipated to be • PC
Wmdow. based application bot will need to have co!lllIlWlication abilities with the GIS. The
City', GIS is described in the Computer Standards section within this scope of worT<. City
staff members sball be trained 10 use the IMS software.
CITY OF PALO ALTO EXHIBIT A SECTION 00001-1
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IMSPROJECT CITY OF PAW ALTO
Phase B: This pbase will include inventorying aD inl'rastructuro components with. value over
$25,000, but ooIy lor buiJ<fmgs i&D\lfled IS high prlo<ities due 10 Ihtir U5C or age S1>Cl> as "'"
Civic Center, "'" MunicipoI Service Cellle' Buildings A, B and C and c!le fire mOOns" A list
•. <lentifying all the City', cri6caI builamgs and their locations is attacbed 10 this scope of work.
The existing condition and remaining useM life will be det<rmined fer each item" It is
expected Ihat this would include • physical inspection 0( each major ~ (!C roofs) 10
verif)' Iho ""I\lal (,er..,. ""'-tical) remaining IlS<fuI fife" The lnvenlo<y results 'iIi11 be
eoteml into tbe computerizA:d data ba5c Ihat will be the Imsis lor an analytical study. A
datal>as<: analysis will be performed 10 delel1IliIl< 1lIe existing replacement and maWb:DlU!C<O
backlog based on "'" cond"ttion .......".nt, industry replacement SWIdards and industrf
maInIer.aJU standards. Life cycle analysis will be used 10 <le"otrmioe the annual expenditure
=U} 10 oc=modale future lnfrastructure rep1>Cement. A teport wi1I be prepa.-ed
idelltil}1ng • recommended prlocitized list of backlog infrasttucture replacemenl and
mainIenance items with costs as ... ell as III 2llIlll3llife cyck expenditure requiremoot.
Phase C: This pbasl: wi1I include invelllOf)'lng aD remaining City buiJ<fmgs tl1a1 were not
_ in Phase B. O!ber activities ideCJti!ied in Phase B above .. ill be repeated in this
phase. At !be wnclusion 0( this pbase • report ",ill be prepared simIlar 10 th2! identified in
Phase B.
I'utute Phases: The invent<Y.)ing 0( an 0Iber general fund infrastnlclUre items such IS
parts. bridges and parting lots is not included in 1lIe currenI scope of wo<l. This ""'Y be
1IIIClertalea by amendmeDl 10 !be contract. However. selection 0(. consulrar.t will be based ""
an ability 10 perform all "'01".
It is expected t1Iat the cost 0( the software described and referred 10 in Phases A. B and C wi1I
represenI no more than 10% 0( !be project bud£e\.
GENERAL TASKS
The General Tasis for !'base A shall be performed by the CONSULT ANT IS follows:
1. [Je,IeJop !be program definition. Study City requirements and existing GIS system.
IdeDlify appropr~ IMS database software and male recommendation 10 City. Meet
with PuNic Works and Finance DepartmeOl staff
2. Perform • review 0( the existing reports and computer datab .... s provided by !be City.
). Provide • report 10 !he City documenting !be I'.n<fmgs and recommendations of Ibis
pbase.
CITY OF PALO ALTO EXHIBIT A SECTION 0000 1-2
..... _,,.--, ...... ,, .... ,,. -~--.. ".----
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IMSPROJECT CITY OF PALO ALTO
4. Obula City input &nd opprova)!acceptaDoe of recOOIIDeDcled software. Revise &nd
resubmit the report if require<! in O<der '" obtain City appro..-.!.
S. Provide the City wilb the IMS computer data1lase software &nd documentation
fmcluding installation guides, refetecce manuals, etc). The dafllbas< software sbouId
be ill • computerized fOrm IIlat will communicate with the City', existing GIS system.
Assist City wit!> installation &nd setup of the lMS software and train City staff 10 use
the software.
Tho General Tasks for Pba.ses B an.:! C sball be performed b, !he CONSlTL T ANT as follow.:
I. Preliminary Revlc1il: Meet wilb City staff '" determine project requirements. Tho
COIlSUltani ,.ilI be given copies of exlsting facilities status reports. The reports include
the following:
. A. Pmientltive Mafnlenance Pr~ for Civic C~r Office Building.
B. Facilities Space lnvelllOrJ.
C. Roo( ~Sc!:eduJe. _
D. Painting SclleduIe.
E. ElWDples of BuiJ<rmg H"lSIo<y Files.
F. Lis! of City Facilities 10 be included in the stUdy.
The pIU]lOSe of the mc:etiDg will be Ie discuss the existing reports &nd overaD project
requirements" .
1. Perforu! ID inveDIo<y (fielcl survey) of existing facilities &nd doc1!ment data.
3. Perfoan • cooditioo assessment &nd estimate the remaining usefullif< of eacb
<:OmpODeDl with. value over $25,000 for eacll facility.
4. Develop I prioritized backlog tis! of capita! replacement items &nd I maintenance
sclJedule for an these components. Perform. life cycle analysis '" <IeI=nine ID annual
expenditure 10 accommodate future capital replacement.
S. Meet with City staff 10 diBcuss findings.
6. FIlS! Preliminary Report -Provid< • preliminary repon including flndings foe Phase B.
This wi1l be the basis of. report to the C1P Screening Committee. The report ,ball
include an executive 5UDlJIW)'.
CITY OF PALO ALTO EXHIBIT A SECTION 0000 1-3
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iMSPROJECT CITY OF PALO AL 1'0
1. SeGond Preliminazy R<port -Provid< I prerlIDinaJy report including findings for Phase
C. This repon shall also include anellOCU1ive s"">mary.
8. Provide exhibits 10 aid in COOlIIlIlIlic.atioo 0( tlJe project concepts at publi< meetings.
Note 1hat pretenlatioo 0( die project at these meetings will be done by City staff. The
COIlSI1ltan1 will JlO( be re<f"irod to attend.
9. Fmal Report: Pro>ide I tinaJ report OJ t!le Cit} in<f>eating coocurre""" and/or
exceptions to die comments =oi.cd during ell)' review of die preruninary reports.
The RpO<I may require an amendmeDl dependanl upGIl Council and Fin4nce
Coounittee input.
10. Pro\icIe die database in computerized format to die City for !hat portion 0( die IMS
completed. Assist Cit} with iustaThltivn and serup 0( die database.
If any subscquelll pllases 0( die project are authorized by amendment 10 die agreemenr. die
general task> will be similar 10 those noted tOr die Phases B and C.
DELIVERABLES
The fuIlowin8 items are identified IS deUverab!es 10 die CITY:
1_ A written repon documeIlIiDg t!J< findings and recommenciatioos resulting from !be
Phase A General Task 3-.
2. IMS softwon: and documentation os c!escribed in die Phose A General Task S_
3. Preliminary report as described in Phases B and C General Task 6.
4. Preliminary report as des<ribed in Phases B and C General Task 7.
s. Exhibits tOr use by City staff at Committee and Council meetings.
6. Fmal repon as desttibed in Phases B and C Gener>l Task 8.
7_ Database re.:ords IS described in Phases B and C General Task 9.
PROJECT SCHEDULE
The Wort under this Contact shan begin after execution 0( the Contract and issuance 0( I
Notice 10 Proce<d from die CiI)I OJ the Consultant. The approximate schedule tOr performance
o(!be review on the identified project is as foDows:
CITY OF PALO ALTO EXHIBIT A SECTION 00001-4
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IMSPROJECT CITY OF PALO AI.TO
No •• -Dec. 1995 ObUin or. basic data. Perform Phase A and Phase B study and
submit I prelitninar1 report fa< revil:w by City staff and CIP
Screemng CommiUft.
Jan. -April 1996 Perform Pbast C study and submit preliminary report \0 City.
May 1996 Revise preliminary reports 10 reflecl City staff input and submit final
report fa< Pba= A.. B and C.
June 1996 Amend 1lle final report if IlOCCOSaI)' IlS • result 0( City Council and
F1Il3IICe Comminee input. Provide software and compleled database
and assist in setup.
TER.~ or CONTRACT
The 1emI 0{ this Coo!ract is identified in !he schedule. ~wal 0( 1lle Cootnct fa< future
work is dependeDt on budget approval fa< !be givea tiscoI year and concurrence witb tile
City-, Project Manager as described in Section 2 of !be eootract.
The City is interested in acquiring I standard commercially available PC-based software
applicaUo!>. preferably Wmdows-bastd \0 support !he .,.'" IMS SYSlem. The system 'IIill
need 10 be able 10 utilize information from !be existing Geographic Infoonation System
{GIS}. The GIS is located on • V AX eomputu. utilizing I VMS operating system. Tbe
oper.oting system "'pports Grapblc Data Systems (ODS) Verslon 5.3.6 appIleation software
and an 0r.I001e Version 1 database appllca!ion software. These two software applications
are in!£grared \0 p<ovide an inleDigeIII mapping 0( t!le Cily bown is the GIS. The IMS
system linkage can be achieved eitber by Ihe .l>ility 10 d;)v .. woad infonrultion from !he GIS
database 10 !he IMS system 0< through an on-line inl!:<face. The IMS system tnUSt have an
easy-to-ose report wriIer capability. It is importanIllta!!be City be able \0 manipulate !be
IMS database 10 provide maJlI:gemenI reports in I variety 0( io=ats, especially for
scenario bnil<ftng. In addiiion, ex), staff wil1 need 10 be able 10 chaoge assumptions on
the software <uc1I as !be Coosumer Price lnde><. appflCable interest rate and aotlcipatcd
useful life. The sySIem sbocld 3CCommooale boIh !be capital financial requirements and
!be maintenance hiSUlQ' requirements of !be IMS. Documentation for !be IMS system .ball
be pro~. The IMS software veodoc must ind'lCate obligations 10 provide software
eo<rections and enhancements inclu<fl1lg !be I<:tm, price. and any mandatO<)' ()£ .olunlary
ooligations 10 be met by !be .endoc or City.
CITY OF PALO ALTO EXHIBIT A SI\CTION 00001·5
,
._-<; j'-,
iMSPRWECT CITY OF PALO ALTO
AtTACHMENTS
AlIachmeDts A IhnI E arc not providc>d in this poekft duo k> voluminous nature. All
a_DIs are available f<>r review in the Public WorIcs Engineering~.
AttdmJentA
Anac!!menlB
cny OF PAW ALTO
Preventive Ma.'nlcnance Procedures Joe CiVic CcnlCl Office
lIWld"mg. (1bis is an example o(!be jl<ograrD ",hicll is !!sed at aD
flI<itities.)
Facilities ~ Inventory
R.oof Replllcement Scbeduk
Painting Scbcdule
Examples 0( Building History files
EXHIBIT A
.. ",
SECTION 0000 I ~
. ""-' -
•
.~ .......... ~
I&.~~"' ....... b-.,"""'" --wx. AN.....,....,... _"..." ~ ..................... ... '!oIoIItia~....--
IW, Q"AJF_ ...... CIt.--~
~ .......... ......--..~ ,.......,. ...... -...... ............
... ~ ,.
:u.!'lII~a..-.' f' ",c.,.
.,..--.-.....,..;a,~ ..... . ""' ....... a., .................... ...a-. ......
~U ......... ~
.. !'r<w-........... a .....
u;".a,r.~I!SQ""""""",
.. ~-Ir«,a...,.... _____ r«
............ ,~
... ~~.i.jG,~..."..
.. 10«, A,}I;~......,.r--m: a....,;;..
........... !dO "Jdo Rod &....:i.I ::.600 ~
.... ~C"ily1oCoaiq
~A1f ... _.::!weci;J'"'~~
e.~2't_.llp~""""'_
N.1{5,14~~"""",ir"",,
,,~ ....
.£s.r ................... .,.....
... ~c.s.n'!f .. I!~ .......
.. Foold-....,.
)1X.,,"S.........,""-1~
.~~A.V.~~_ib&
"-,~
.o-lap~~.utEo~~
l«.NffJII'IIWII ~ .. ....--.....
~ .... ..".~-~~*
"-h~r:c,~
I'W, ~1I4 _.:a """'~Iiodia,p.
.. ~"'-:8JP1"""~ 1W..Al'f,Wl.JI"Ii.WO~""t>Cft_~
(~ .....
£N... ........ d~..-
... :
.",
EXHIBIT A
,-.--'-,.-------~
,'.-;;-
ADAMSON Anbciales
Principals
Martin GordO!!
Peter Moms
Nu:boIas Butcher
Starr
Projoe; Managers
I .... !')' 1· De<tmb,r 31,1995
Supervising Project Estimators
Senior Estirnaion
Assistant Estimators
AdmlnIstratioD aoo Clerical
Sabc:ousurtanfs
JQck Boston
The above rates includes:
I) Computer and word processing
2) lteproouction oCreports D~ 16 copi ..
J) Cost oC travel, parl<ing and \<01epbone within t.~e Bay Area
4) Messenger servkes within San Francisco !l1d po stag.es
The above rates ex:cTudes:
Hourry Rou Scheofule
1995 Billing Rates
SlJ5.oo
5125.00
S125.OO
590 OO!O SI20.oo
575.00!O 5110.00
570.00 to 590
545.00 to 510.00
No Charge
5125.00
I) Long "'stan« telepbone cIlarges and cost oCtravel and .ubsistence outside the
Bay Area
2) Reprocuction of drawings and reports in excess of 6 copies
ADMlSQN
EXHIBIT B
I iO C,>il.w!t,~, .~1'''u.c
s..,., f,.m.,i...Jl. c.:~ } .. :3 J
-.1-1 j So~ r i/)lr~
F..:x~;_""'f1 "'7
:.. ,-~
~lICCRACUII~80EDO ~i.. ~~
DrS BROKERS INC
855 OAX GROVE AVE
XEIILO PARK CA 94025 N'T''''",~"
ADAKSOR ASSOCIATES
17D COLCMBI1S AVI 3D1 l'UBUUOIOO ENu~iI,--------------1 s r CA 94133
TIlE CI'l'l! OF PALO ALTO IS RAKED AOOITIONAL INSURED WI'I'H RESPECTS TO WORK DONE
BY OOR INSURED AT ALL LOCA'tlONS UNDER CCNTAACT PER FORM CG2010.
CITY OF PALO ALTO
DEPARTMENT OF PUllLIC WORKS
POBOX 10250
PALO ALTO CA 9430)
EXHIEIT C
, 'I . 'I~ , :' ' i: (
~ loin' 01' Ml MOVI: ~ POUCID. CMCIIUD ___ ,.
UNUoT'lOll ... TI. ~. -0.: ..... QOIIP.... ..... .. ~
J.L .. " WI'ImDI..:rhCI; 1'CI'" CIDITR:ATI tIGUIIJI~"''''1.ZI'I,
• === • h ,
•• . '-"'.
-.
~ICT NUMBER: STUUCGZl'~S
!.II CNDOISI.IN~ANG£' THE 'OLICT,
COWMERCIAL CEKERAL LIABILITY
PLEASE (DAD II CUEleLL!'.
ADDXTXONAL XNSURED-OWNERS,LESSEES OR
CONTRACTORS (FORM B>
Thl. endorle •• Dt aodlll.1 Insozance provided DDde. tbe 101109in,:
COM¥ERCIAL GEKEIAL LIABILIty COVERAGE PART.
Naa •• f Per •••• , Or, •• llatl •• :
SCBEDVLI
CIIT OF PALO ALfO
eEPAITKENT or PUBLIC rOBI8
P. O. BOJ: IUIt
'ALO ALTO, Cl ItSIS
ell DO eDtr7 appe .. 1 abOTe, iDter •• tlon roqmlred to complete tbil
.. doneaeat will be .boWD b the De.laratlons as applicable to tbi .•
endoraeaeDt.J
waQ II AM INSUBBD eSeetlon II, i ••• ended to include as aD iDS~od tbe
porloD or or,aal&atioD IboWD Ie the ScbedQlo, but on11 witb re.pect to
Ilabillt1 arlain. out of 'yoUl work' for tbat iDsared by Dr fo. you.
BE: ALL CALIFORNIA OPERATIONS
CG 20 10 IUS Cop,.I(lt, 1' •••••• 0 £ervl ••• Olflce, I ••. 1114
EXllIBIT C
DUL [Y ~ PDUOI • AS$OC ~
,. Jlicl! l."II:Ia. Sq,ItUI
,~O .... 12175
OIl. f 1"4. C-A MIO.(-2."S
5111-411-3090
Ad •• ,le AlJlcl.~'J
11D C.1."u, A~.~g.~ Ste. ID1 "flo Ftuchu
CAi M1U
."..
,ureSlrenaT
lidd I it1
f~/40U/I)4I
Cit,., hr •• 11.
C,pnt.IPlt ., 'lIbl ic -11th
'.0-. au uzsa
5/1l5/U 5/05/11 11.GOCl .. ClOll p.r
chi •• &""1111
~~d~' ~"
ExP~ATION [i;tl,:"E Tt4:REOF. H£ 15.~ CQt...flJN.Y WI.!. E~"VO'Il,O
I.UIt. ,0 Ool.YS'41triEI\INC'flCS: lOTl-ECC,lI:"FC" TE f<)LDEJtNAAEDTOTJ-E
l.EF1:BliTFA'llPf "C "'''1. ~ 'NOTa $/ilo.lt. MIOSE NO OSlIG ... TCt>l 0'<
LrAs:tJ:;yQF Ar>lI' k:NO ~ TrE: SOR>IEPSI£S£NT. TMs..
"T, iftl, CA J4~3~'i38tlliTI8ili5Z~~~TIi~~lG~~±i:s~~~~~~~~~~~~~~~~';'~'J
EXHIBIT C
__ or
@ o
. AFFIRMA TlVE ACTION GUIDEliNES
A. PRE-AWARD PHASE Of CONTRACT
1. In adOitiOn to the Certificate of Nondl$C\'iminatlo<> re(IUired to be fiiec! under
Section 2.30.090 of the Palo Alto Munk:ipaT Code {hereinafter 'PAMC"I, the
bidda.-shan complete a questionnaire t ... nish<ld by the City •• ttJns fcnh the
afflfmstive act",,'. the bic!c!er ~as taken 0< wilt take to:
a. Recruit mil"kXtties Wl its loCation for an levels of jobs.
b. ~l~t met'>ods ass",ing "(lUsl emplo~ment owortunity fOf an
person .•.
e. Establish a training: Pf09(sm ror new hires where necessary to assure
ample opportunity Jo( the ress qu;tinfied to more funy qua(;ty.
d. Prov,de adequate opportunirt fO( upgl'aOFng and flJfther training to
assure equal oppoftunity in advancement and promotion..
e. Provide counsemng serv"k:e 10r an who .may need help 10 advance,
especially new empToyee.s.
f .. Educate supervisors regarding noridisctiminatiOn p!'3ctices.
2. In. addition to-fUfnis"hing the completed questionnaire caned for under 11
8bove, each bidder fO( a cOfIsu1JCtion Of service project wTth'in the Cit'j shan
submjt the foil<lwln,j informstion fO( himself and subcootraC1Q(S. Thjs
infOfmati<ln .han constjMe the llic!c!ir>g cO<ltracto<'s Minority Employment
Pro<¥am (he,eirlafter "MEP").
a. The est~ted total fI'Jmber by io? classifICation of persOf"d1e1 who
shan be osed by the cootr:;ctor and each Subcoritr8CtOf in performance
qf the cootract. These numbers shan inch";e the estimated breakc!cwn
by one rTi()(lth:Jor the He of the contracL No estimate fufnisrled' uoder
this subparagraph shan be construed 0( enforced as a hiring quo-tao
b~ in preparU';g these estimates it is expected the bidder wifl take .. Of
agree to take. these ad<Iitiooaf steps to assu,.-e; effirrr\atJve action '" the
field of mir>O<'ity employment.
(1) Recruiting for neeoed help in the Ioca! areas inhabited Ill'
minority members, iodud"ing open advertising and use of various
Sheet \ <Jf 3
EXHIBIT D
.. -.----~-"" .. , ...... ---:-
•
estabtished pubnc and private agencies. rUsts and advke
furnisl1ed bV the Palo Alto Human Relations C",-><1C" t~ereinaher
PAHRC)).
(2) T,aini"9 those less quanned to assure adequate prc>motiooa!
<>ppO<tunities for an.
13! Providi"9 necessary counsenng 'or lJll9fadil19, ioclOOing use
of outside training facilities in this area {lists avaTIable from the
PAHRC). .
(4J Assignir>g an Equal Ern"lo~ment Oppoctuniry lEEOJ coordinator
fun time or a. additional duty and assuring that an slIgervis"'5 are
aware o.f their fssponsibt1ities and that Ufiion. representatives
rec.ogr.1Z'e their responsibilities-in the equal employment progf2m4
(5) As.u<inj;] that an su!><:ortrect"" are in cornpr,an<:e with the
federal and eaflfomia state laws and regu1atoos reiatir19 to
nondiscrimination.
t6) ¥/here the Goo·tract is <lof sufficie.nt duratIon. assurkig
deveropment o,f appren.ticeship programs with union cClOperatTon.
0) Upon request. fL.nisl1ing tM City a roPV of tM latest Federa!
Form EEQ.l. ()( equivalent fo<m.
fB} Providing t.'Pt.e name and address of ail suppliers whose
suppfies andlorequipmentexceed 5% 01 the total supp[v cost for
each contract and sUOcootract for the -pert:ormaoce of the
cootract.
c. Any bicl'der not submitting an ME!> shan not be defmed as a
·respvnsibre bidC!er-and his bid shall be disregarded j.., the manner now
prescribed by the City.
d. The City Manager win analyze the ME!> submitced bV each bicl'olfl9
contractor with the objective 01 determining it the program submitted by
the C()(ltrac~Q( f04' himself and his subcon-tractOf's presents a reasonable
effort to further minority employment.
e. If the City Manager has questions about a part<:uiar bicf<!er's
proposal. he may ad<!ress such questions tCl the bid-der. The C~·
M~nage( win be available to answer questions relative 0 the guicfertnes
and to advise those seelOng assistance 01' lesources 'k..nown to him. He
shan not be responsible f<l< the service Of lack of service rendered by the
resources recommended, nor shan he be respons~le to( developing an
MEP for any bidder .. or to serve as a recruiter fOf any bidder.
Sheet 2 of 3
EXHIEIT D
.. :
"".
f. Bidders shall be anowed to revlse their MEP after ~()(Isk:eratlon. If
bidders witl"J.d.raw thair ME? fO( re\lision~ their revised prog{am must be
re",omitted by. date which shan be e",.bnshed ~V the City Manager.
Bidders farring to have theIr revtsed MEP su!>mitted bV the a'labn,had
date shan not be classified .s a responsible bidder.
g. The City Manager, pu<s""nt to the guider ones, shan malle a decision
as to the responsibmtY of each I>idder.
8. "WASP PHASE Of CONTRACT:
Upon award of the contract by the City, the recipient's MEP which h?s been
approved and accepted by the City shan be sn integ<al part of the contract and subject
to Section 2.30.093 of the PAMC. No contraclo< shan be deemed in malerial breach
01 ~tract under PAMC Section 2.30.093 when he ha. made a reasonable and
soostar>ual eff.o<t to comply ... ,th the MEP.
c. POST-AWARD PI-'.ASE Qf CONTRACT:
1. The contract-« sha~ post in conspicuous praces. available to employe-es al1d
apprlCGilts for employment. notices to be provided, setting f<><th the law prcnibiting
Cl$Ct'krrunatioit and advisili9 anj'one who feefs he is being disc(im1nated cgaTnst to
advise the FEPC.
2. The contractor shan make written progre5s reports on the perfofmance of
his ME? at ir,teNals established by the eft)' Manager. The contractor .. however ... is
.e~aged to submit · .... ritten fe-portS as often aM when. he d.eems it fe-fe ... ant to his
MEP_
3. The CitY Manager shan rronitor the perwHnance <>f the MEP untij
completion of the contract and wm repon to the PAHRC on the progress of tha
cor>tracto< in living lY,l to his MEP.
4. Any quesoons o,f possibfe b~eachmg of ME? shan be discussed with the
contractor by the City Manager.
Beferencgs
Resolutions No. 4144 and 4148
Palo A/(r> Municipal Code 2.30.090
Or(/inanc" No. 2420
EXHIBIT D
.--""
•
Q ~ OROIJ(A."~fl ~E COCNCn OF ~:a! C:!Y OF p.u.o ~;xJ
~~Ci f~:: 'AUi UTa ~m."IC1!'_;:' coo£ 1'0 A:>O
paov:SIONS R!:i;~.!'DI:SQ ."""DIS(:lU.'!I!'lAl'IO!f II" n:E PER-
FORMA.'4CE or ern CCte!:AC'l'S
~ht CCr.l.n.eU cf t."" .. 'It Cit}' of Palo:! J.!.to tc~. OP.DJ..nt I.S !ollovs.:
S!C'1'IC))I 1. 'tha.t. Sec-lion 2.3Q.Q!lQ cf t,..'-..e Palo 1Jto RU.nid~a.l
Coda b. am.~e.:! to real:! I. fo11Q<ols:
·2.30~O'C Lowa.Jt. restlol:lli~Ie b!~l!c. Ia a~eit!.Cl!l tc price ..
Ie a-=ur.:llil'ulIg: 'C..'ie '1CtWeJ;t. r4ll:sponuble "tliddu." ct.lr .. ide::,c-tiQll
""ill. b. <;bu to 'iU1t1it} u<i"pc:fQPUC::e. of the. lIup~1i1!!.l to
be purcbased or .e~i~es prQv1~e~ ~ the s~11~. CriterIa
for aet;I::=m.1J'.I.:l.a low "bid .~a1.1 i."lc:Ill:de. bl:t tlot. tit liJIIJ:t.a to
the 1:o~lov~:-
perfe;;) ~~~b~o:~~!~~~~c:;~~~f~! ~;
. req:;lued.
skill of the t!..daer .. to
supplies or ee:viees
12) ~e GilUr of t..;e bUe~::: to pro-vid"e the. lI"uF'P11u
cr servic •• 'pJ:OfI!~tl:r. or ritlliD the ti.me spec:lfiee:. witl'l-out
dels, Or' itl'tarfe::e.ncl!".
{3} The char.~ter~ ir.t~grit!. re?u~atio~. j~e~~~t •
• ~t~~c~ ~~~ ~ffictency ct ~~ ~I!~er~
, {<> 'r!Ie ~UAllit.:!" of bi~de=·. ~C'IQ::;.'I'II.a:,.<::e Qr. p::It.,r:lc>.l.S
"u.rc'hasas Dr eClll':::nllctS "·it!!. t)-•• city.
(Sl ~be l!~.ilit! c! tJ\e bic.-!e: to provide future ~~i~
t.enance, re.:t'air pu:-tc I!.!".C: ~e:vi<::e$ for t."'e 'I:$e D! t.1'Ie s-u.pil1.ie:il
~u:t<::basecL
tU C-arrent. cOr:lplia~<::e ~1 ~ .• bi~dcJ: "it.b !eae;ral aC"t.s
enl le:l:aclltI'I"e orC!e:::s a:';': :State c! .c'!'li!QrJlia sta~utes '5"0 .. ·.=::.
i~; t.he ':.l."!:l1~ct. c! t'lc:l~e.i:il,;;~m.i!'LatiQ:l ill. e.:n.,loyr,,!!_,t. i'!:"o<v!.c!t:"
t.1'lat t.he cit!" J:l../I:la'ie!:" 511.a11 :rec:o~...i:a as proc>f of n.onac!lI?liance
onl}' t.he fil'lel Ee:::i:sic:'!1t ~~ o:,c'!!.:::.s cf t.!:!c$e fae:t:=al Ana
$t.a ...... Se~'Ci-es .~o""'1!:::e~ '\:.'l'\c.e:: ~.e 1>!1ot t.c 1'Ia.1:e. s-.,:.i:b. f ir.ein'i'"'
OJ. Ce:::t.ifl..cation bJ t.. ..... "b;.c.ce::-t1I~t. he ,.-ill pjJ!'"~ue
~ &f!i~tivt C~U::-5e ~f e~t.lo~ ~5 ~.~ui::-ea by ~!!i~~~i~s
~=tion E'~idd:::ne:s p::avi~ .. e 1:.e:,~r!'~:!u: re"so~blr per.a.i.r..ins
to the "'0:;')( elf tl1_ C!lllt.:"ac:':. a-:"l~ ~ ,-!Ie nat=& L"IC a1ze ,,: 111:.
work fo::-ce. ~ Il~\lre thl.t a.,p!::.::~:::t.s arl!. ,,"ouS1':t all!! .~'ploye::.
VIe tj.il~ e:~le'y!l.e.s are t:""t!".11.':.~a C:~=!.:,.; L'\Ple:ytlle • .,t, ... "i':./'ICllt
rega.r!! t.:I t.~ei~ racl!!:~ corc:r, r . .II.'ti::::-;.l or~'5'I~ elr &:"I.::es::.:y, c.:::
reliS"ic:" •.
(;:,l IJ"t...ce= th..:::'i se'!:'Ue~. 5.,e<:ifi.::: guicelinu: "·il.!
be .. Q:Clp'U!~ t:y c",\,;1l<;;il reso!·,;,t.l:on from t.iroe to t.~.1M!,
i,se,,'lti:!yinS-t.. .... e nc.':.·..l::e anC: s:::!l?i!: <::! ·atf.i.=a':.'::ve a::tioe"
~~s~rec by tnt cit,_
fbJ S'Ci:b. C"tlicell .. "'le!l s:-.el1 lle JIlaoe .aviIlihb!e t.o
~ll pe::H;:l'.S ces5..:d.1'.s '\.0 bie en city bcs-ine.ss.-
-2.30.D31 Cp .... ':.if"icilt~ of r.or:::li!e:::i~in&tlC::"l. E!cb biei!er
.shell e:"lc:lose VJ.t..'l E.u Eli': IS ce:::t.::.fl.c.ilot.e 1it.2rfinSi "'l1ether
b.~ ill c .... ::rer,-:.l,. il'1 t:c~.pli~:"I<;e ... ·i":... .. 'iIl}.1 !et:.e:::<l.l a!'le. St'illte of
Californ.!:!; Ie-".o/s c.o"'-e:::-.i:.I1-; :r:::;InC!i,c:rl.lIil1011tion "ill em£,loy::.ent, L'la
t.~at he ~~ll p~5ue a~ a!!irmati~e c~~rse ~f ect.ion &5 reeuire=
by aflir;:-.ati·,lIc ae.':.ioll gt:it:din('.5 as' sat fortll ill. Sec::t.ion •
l.30.DSO "'"~ resollltier.:$" e.eo;>!ec .<:'urr-uant the!'eto, iI..:l:! th.It
:if 1."·ar4~ t..'e c,:,n==.,c-t he vill r.Ct t:iscrilllll'late 1:'1 t..':e e=:·
'p1oyTlle:r:t o~ C:l:! pe,=:oo!l ".:leer tr.e 'C~:.':.r"'ct. beqn,l.s;. c! ra.ae~
-=olo::-~ r,~':.i:c.::;e! c!'!~in or a:1C:I:.5t=-.f. or rrel.i;io!l. elf :such
pC.'Z:S<:i!l.. '-:'Ie. t'l.:=";. "te ",-ill p.::.rtic:i;.:=";."! .. if rC"q'J.estee. 1:'1. Fre-
... ·ar'3 rcv;:e""L' c! tis o;:-uo:.1.i!,icil.tio:::"" . .! I::':u!u· "r.ov1s3:0:1:-.$ e! t..~iI
section. 't":-:e. !"e-;:..::::=e~cr.t$ c! t:-.~:iI s~ct,i!lD: .shall ~p;l]' 0111:.-
t.tl t:Of.U;!.<;.tS :l.:I c.xc~ .. s c! !.:.-.;e t.~-:";l:;.z,.:le i!cll~rs ft:.'!" S~rvic::e5
cr fer a c:l~~i!",.:=tie:l. o~ se:--.... ice'5 Z:'.~ sU.?pl.ies.-
EXHIEIT 0
,--
~ 0
COMPlIANCE REPORT Non-Oiscrimination Provisions of P2!o Alto
Contracts
IMPORTANT
Infr&strueture ManagemeDt
Prolect __ S_y_s_t_."_S_t_"_d.:.y ___ _ This report most l>e completed by prime
eontract~ al"ld each subc<:>ntract<>r.
Complete an items unless otherwise
instructed. Use extra shee!$ if
necessary. SUSMJT ORIGiNAL Of THIS
~POf\T DIl'IECTI. Y TO:
Name of Fif"m ADAMSON Associatu
City of Palo A!to
POOfIc WO<1<$.E"Il<ne"'in9lStaft S~c,etary
CMc Center -6th Floc<
250 Hamilton Avenue
"i'al<> Alto, CA 9430 1
C!rcle One: Prime Contract~
Part I Complete tne FoMowing:
Teiephone 41;-gel-1004
Name cf person ~He'par"irrg form.
person to cOt'1tact.
Pete-r M<lrr!s Ext.' ___ _
SubcOOlfactO<
~am50a Associates l. Fu~ name and address of fIrm
OC' other feport~ unit covered -->
by this report.
110 Columbus Av~~ue, Suite 301
5a~ Francisco~ CA 94]33
2. Name and adOress o,f principal
official 01' mana.ger. --> .Peter Morris
3. Name and addr .55 of pfincipal
offICe of cO"'P'3ny. ._>
4. Name and add.ress of parent
Ada~&on ~~soeiates
170 Columb~s Ave~ue, Suite 301
San FranciscO. CA 94133
company if an affir.ated _.> ~fA
cOfporaUoo_
5. Name and address of prime
cootraolm rcomplete only if ._>
this is a subcontractors
report..
6. Signature and title of BY,
author1z:ed representative+
I;(eter ~rrIs, Principal
OATE: Q(,.tcbe.r 2 .. 1995
EXHIBIT D
. , -;
.,-.
Pan a
, .
Pan III
·~o
2.6) No
Attach a statemel'lt of your company's pancy on e<!'Jat emptoyment
opportunity to an persons withOut regard to race, creed. cofof .. national
O<igin. or ancestf'(. and describe what steps have been ta1<en to put this
poI"lCY into effect.
Circle tna Proper An.wer.
Have you inforl1".e<l company'off"'ial. and "!>fesentalives le~aIQU'!S the
norHflSCrimination provisiOnS of City of Palo Alto Contracts?
Have you examined your companys practices regarding Clssignmenu,
layoffs ex transfers of yOU<' employees from one job to an<>ther for
evidence of a practice or emplbyrnent pattern tnat might appear to be
discriminatOfY and ~sed upon ~ex. race, co:or .. srlI:estry, religion Of'
I'Iational origin or disability? Jose they non--<!lscriminatO<y1
3. Yes (f;) 00 you have educational or training !>fO!lrams sp.msored or f";'nced for
the benefit of employees or prospective employees .
•. __ How man\, people particijlate In these programs?
b. __ How many are. m;rIO(tties.?
.90 Does your help wanted advertising stat(' L"'-.at you are an 8q.ua1
opporturJty employer?
5.Yes(9 AIe any apprerltice. ~tained from rouTceS outsi<le the empiover's work
.' force? 11 yes, have you circulated information about apprenticesNp
openings or os>s>ortunities to the fonowLo9·
Ves No
Ves No
Ve. No
Ve. No
Ves No
State Employment Off>ces
Newspapers or other mediii
High Schools, including t/",ose in minority g<OlJP areas.
Local trade (){ vocational schools, inclu<ling those with
minor;ty ~ rovp students.
Agencies and/or orgartizatjon speCializing in minority
employment.
·2-
EXHIBIT D
S.@NO
7. Yes No
8.
Part rv
Yes No federal or State apprenticeship repl'esentatlves.
~rs ________________________________ __
If you life a prime contractor have an subcor,!racto(.5 covered by these
compfiance in~pection reports bee" instructed as to their cootractua'
obfigations relatiog 10 non-di~imL~alion provisions of City of Palo Alto
Contracts 7 .
Exp~m ______________________________________ __
Have all recruitment sources been advise<! that an quarTfied appfl.cants
will receive coos!deratio" k>r employment without regard t-o sex, race~
colO(, ancestry. refigio."l" -national origin. Of disabTI1tyf
kl."tify [names and addressesl the employment agencies, perS<>nnel
recnJitment organt2atoos~ flewspaper advertising or other non-union
SOUfces from wh1cn the compan)' recruits "its person.neT_
1. Yes G;> Halle you a conectiv.c;: bargainin.g agreement with a 13Oc.r union 0( other
()(ganiza6on?
It yes, specify the Union(sl 0< Ofgar.lzatioo{s)
-3-
EXHIBIT D
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"/-.~
>"--~:. ,/
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2. YeS j'\k) Have you advised tho! tabor union andror worker Ofgaruzation. of the
compan ..... s responsibiTrty under the noo-cflS(:riminat1ofi prcl/is~Q(1.s of City
contracts.
3. __ % "PI><oximately what l"',centage <>f yoo< employees covered by 00;,,0
ae<eements are referred by or hired thr~ the ""ions?
Explain procedure I<x hlr~ balance. ___________ _
4. Ves No Does the company's coneclive bargaining agreement 0< other contract
0< understanding with a Tabor uruon (or unions1 ()( other workers
o,-ganization include a provision for non-discfw-nlnation in. employment?
5. Yes No 1s t.r.ere any labor union Of won::er"s organizat'ioo poTtey wtlich,prevents
you from fulfirfing you< <>br.gations under the non·discrimination
prOvisions of City C<>'ltracts? If so. specify., _______ _
6. Ves No Specify the trade Is! oreraftls) involved in this contract.
7. Use this space for comment on any answers. you have suppr;ed.
Pnt Ill. c;,. 3
We have internal training for all Etaff~ provided auring
vorldng houu~ All staff typIcall, attetld~ We do not
sponsor or finance ~xternal trainings •
·4·
EXHIBIT 0
--.-<
•
~C1AI. WK<\!P ~ R<POftTING u!'.0
DATE' _______ _
AD~SON AsslXiatu hter Morris N.m.cfFwm _________________________ ,SubmTttedbv ________________ ~ ____ __
Infrastructure ~anasem@nt System Study ~~ectNama ______________________________________________________________ _
COfIuact ,, ___________________ '(!oifl"tate only fOt monthly report.. No. 3J
Three tYPes of breakdown are requtred. This form is used fO( an three. (Checki
@rmanent makeup 01 company, 11-2-Estlmated makeup fo< tNs project.
, l -3:-MontNy r&port lor 19 __ SUbmlt once per m<>nth for duratit)n of prolect.
, = Permanent. 2 = Estimate for proiect. 3 = Monthly only.
Be sure to include.D1l ~mp1oyee$ in first column.. not just n:inoritie.s. Nos. 1 and 2 below are required to be
filTed in and submmed with Ccmp1iance Report..
Total a!l .Asian American Spanish
~ !:ATer.QR1E Ini:lto~e:s F rnl ~'''''''5:: Amer.c.;;n '" , n ur m
3 1 2 2 3 1 2 3 1 2 3 1
Mansg nt 2
Pr (lJ i I 9 2 2
CI nc 1 ffi 4 4 2
F1 ! eNi
llkilfed -i~
••
b.
c.
d.
UnsJalted -55t
••
b.
c.
d.
T l BOVE
15 6 •
:7,::= I I I I II-II It I t 11 I I I-I
Thrs repOrt FT'HJst be compreted by contractOf and each subcontractor.
The term -S9arish Sufnamed-includes all persons £If Mexican. Puerto Rican. Cuban. Latin Ame6can or
Spa:ish ofigrn.
Report ooJ'j: employees ervoned m formaT on-the-Iah trair.ing p.rogfams.
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EXHIBIT D
."-~-::,~>..'. -,
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An'1RAfA TIVt ACTION POl-ICY STATEMENT
11 is and wi!! contlm>e!O be tho policy <>f ADAMSON Associateo DO( 10 disa'.min ...• gllins< tny
per>o<> ~ of roce.~. re!igioo, ag .. "' .. "aDOW origin, ancestIy <i< p~y>ical disability in
Stly regard,
Th~ offi« staff has bee1lassemb(ed to eruilile the finn to meet its chfig.tions t, clients and to
GOflduci itself ... proCessional busi= or,ganizalioo. Eacl\ applicant fo< employment is iMJualed
Cn tile basi, <>f wutallonal u.1rtirtg, pro(tsSional or odlet employment e><perience, prof""'oa!
licensing (when appropriate" and apP<lrtnl aptitude, aMity and potential to participate in the
firm·! activities,
In order lO make thlt policy tffectiv~ we. expect our employees Co sl'Iart C!J( comrnrtment to tbe
principles <>f equal emp(oymell! opportunity and shall oOllOlera .. any acts of discrimination by
an employee against another,
/ .-
Peter Morris, Partner
1995
.l!.mr·~ C.od~"
PI."IL'J":U,·tT{,
;\.·,d,.,r>l:J'j/luJ,. ...
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I".$.>O(.J-.:""=:,
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G·..,'>: pjJ"',,!::;
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EXHIBIT !l
~i\ ..... ,,~r\N{""J!w!.:O
t\)~ .A,~El.£.;"
1":"9 (" rJlrrllr~'" :in'lt;,'
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Fe: on; 51.9' :"'!'J
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£,"all?rnpIoYrMnt OpPO"'" nifJ' Staume'"
P¢/
Matrsoa Associates it an Equal Opportunity Affit:;rusti ,. Actio. employee. Wear. committed
~ Ille e!minat50. of barriers that r..uuct the employment opport'J1Jities ,,-.ilable to worn ....
minoritia, a.1d the a<s<wled anrl to eliminate the pres<nt effect> of past ..... -rimin.tion.
~ to our democratic CDncep! o(fj-eedom and j.lSli<e is economic oPPO!"l\ll\ity. This cannot
be achieved by tnetOly deaf.l>g the fite ofp<r>pns..be have bee. «eluded from tbe mainstream.
l! tak<s reaching outllld ,",oricing to overocme the effect> created by racism, sexi;m, ",.urer .. ""
and ignoRnce, on<! the maMd in ~ institurloml, cultural and social fOrces tend 10 pe:-ptltWe
the staru. quo.
W. recognize tr.at equal employmel1! opportunity ",!uires mlOll.tNe steps to ensu,. the fun
utilization 0( pet>ple 0( all bac'kground, who possess tl1e best r."11Il.h1e sleills.
Adamsoo As;soci3les prcvidtS ,qual emplo)'men! opportunity foe the good OfL'" public; and on
the bam of merit. tiIneM ""d industry as estabfished b~ apprO!' ri.t, lem without regard to race.
tolof, refigion, sex. medK.T "''''''"''. (cancer re1ated), :lIlces<ry, .S. (ov" 40), n.tional ongln,
pflyskal handicap, AIDS, uwita! <tatus, 0<' status as • special disabled or V",tn.m era veteran.
Our cOllunitment to equal employment opportunity <Xlends to alljob 'ppocan" and employees
and to all aspects ofemplcyment, including r",,,,itment, hiring, training. assigrunent, promotion,
compensation, trwsfer,. tayo~ rdnstatement. benefits, education.. tuitiO(l assistance, and
ter.nina60n.
We affirm our oornmitment to good faitb eff:QttS to anain the goais indicated in the A.ffirn:Iative
Action Plan. We furtl1 ... pledge our support 10< the objective, o(tne Afflfm.tlve Action Plan ,md
W I work .ellvlronment without tflSQ"imlnatiOn.
The Affinn.tive Actioo Plan will 0. updated and ,,,,,sed annua!ly in accordance "ith court
in~retations and changes IT" .ade to the appficable Jaws and ugulations. The goa! 'Il.W be to
assure tnll~· equal employment oppoltunity fIX all.
~-Gener>! Manager
EXHIBIT D
,_.<
IllfJJlettu:n.tatioli ",die A./frrmJJJive ktioll Program. p.,..n
Sectioa I -Introduction
Equol employment opportunity (EEO) is based upon Ill. principle ll1.t all persons be judges on
the basi. or l""ir individu.1 merit and abiEty, witllout consideration of fact"" unrelated to job
performance.
Equal employment opportuMy is • concfrtion IE> be achieved and maintained. Affirmative Action
M is Il1e means laken \0 reme<l~ tile effects or past disc..fuination. The M"TISOO Associates
£EO progmn is I program of inclLlsion rather than exdUslOn,. reinforcing :tneii.t empTojmelll:
co""epts by &SSWing tIlat an pe=ns have real equality or opportunity for employment and
advancement
Sectio.l-"'rpot.
Adamsoo Associates Affinr.ative k"'tioc Plan has been developed to reaffirm the Adarrt50n
Associates eomrnhnlent !.o equal :mployment oppo,1.unity and 10 pmvlde a. planned and
systematic approach: 10 the e:funi'latioll of any remair,ing barriers to the best UtlTIZaLon ofbuman
res<>urces. The 10 prima!)' references lTe incorporated in Ill. Glossal)' (part IV).
The Affirutative ActiO£i PLan consists of specific and results-onented prOGed'ures to 1;l"iru.::h
Adamooo Associates is comrnitte<l \0 .;>pl1 every good faitb effort. The objective of the Flan is
Il1e fuI! reaJjzatioo or equal employment opportunity. The PlliJ>OS< or tile FI.n is to consciously
and detiben.te1y ov~e the llnderuti1i.zafion of members of protecl.~ grOiJPS (wherever
.nderu!ilizatioo is found) io all job categories and at .n levels througllou1 Adamsoo Associ.tes
and to endure that aD employment r~quiremen[S are jOO-reTate~ that is, to Iocat~ and eliminate
systematic discriminaticn.
5«tio. 3 -llesl'Onsibmties
A. Boan! or Directors
The Board orDLrecton has establisbtd. basi< Affirm.tive Action policy, inW,,".angeably
refe'Ted to be;ea1\er.., Plao 0< AM.
B. G ..... >lM ... ' ...
The General M>nager bas the responsibility lix implementing the Board', por,cy by
establishing the .pe<i6c rul .. and by enforcing tIlem.
C. Ge.tn1 CoolUd
The General Counsel is responSIble lix .ssuring tIlol the General Manager and other> ''"0
have authority for progrun imjllernent"",n ITO properly informed .bout an appr,cable
fedenl. sta1., an41oc1l "'8'Jlatioas reJl>1dillS equal employment cpporturuty.
OvuaJ R.espoDllibilll}
Althougll ~ a«:oonr.bility lix the Adarnsoo Associ.tes Affirmative Action Pian rests
wiIIl t!le General Monager. management and supecviSO<y pe=nnel are responsible fo< the
,
.'
imptemeotaooa cft."e Plan b their respective I.re2..S. The _ "alr Empfoyment Mana~er "",'ill
advise and ISsUt in the Program's impfementativn on a day-to-day bas!s, designate
representatives. and design programs to assure participative support
D.· Dep:artmen~ MaDa~en
1. Each Departmeru Manager is responsible roc
2. Assunr.g compliance ""th the EE9 poficy and the AJ..l' in the departmeru.
3. Ic:lentifying problem areas ""thin the department 0< di-.1sion, and assisting in
e.<toblishing and caI!l'ing 0<11 programs 10 aid in problem solving.
4. Using good ruth efforts to carry out tll. objectives of equal emplo}meru opportunily
through affirmat.ive action. im:luding periotflc review of training, hiring. and
promotiOn patterns in order to remove impedirnents to attairung goa15
5. Pre--3udit certi.fica6oa of app.otntments., that is. by signing. Ine Employee Status
Notification.. ~he Department ).wl'age:r certifles tliat the setectSon was in conformance
with Il>e AAP.
6. Providing equaf opportunity for aD assigned emp~oyees with regard to WM
assignments~ traint..,g. transfer. advancement., and Ot.~ co nditions and privileges of
c:mpfoyment
AI Department Managers 1l.ilI have their job performance evaluated oc tlle basis of
thl:ir affirmative action efforts as part of job-related criteria.
L Fair Employm ell t Managu"s Responsibilities
I. ~elop and annuany revise tIle Affirmative Action Plan,. policy statements, and
external comm14"1kation procedLires.
2. Bentlfy probiem areas and causes llo1thin the company.
3. Assist at aft Ieve!s in arri\oing at effe\.-bve solutlDr-.5 10 problems.
•. DeSiZR.. imp!~ment and conduct awfrt and reporting systems that will measure the
Affin:nat.~~ ActiOIl Plan's dfectiveness,. indicate .. need for remedial action,. and
detennine Il>e degree 10 .. llich goals and objectives bave been met.
s. Serve as Jjajsons between the company r.linority. veterans" disabled, lito'omeD·S
organizations" and comrr.uruty action groups. concerned Wiili employment
opponuni"ties fOe minorities. females. veterans and the disabled.
6. PeOod\cany revie .. <:ornpTIance ""Ill required phases of Ibe Plan, suc~ as 1\,.
EXHIBIT 0
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.'" ,-,.-.
displaying ofpost.rund jo~ ",do" and .pp~car.t ~o"'.
,. Monitor-our ernpfoymene po(jcies anJ practices to ensure equal empToymenr:
opportunities.
8_ Keep IT'.anagem.ru infonned oflatest EEOtAA developm<ots, and Ill. $latus of the
Affirmative Actioo Programs along wi~ r~counen.dati<ms for improvement.
9. Provide career coLmsefing of employees ODi request.
1 ()_ Encow-age employees '" participate in tr.ining designed 10 promot, affirmati" •• ction
goo •.
F. Supervisors· Respowibilities
All supe:rviso<> areltSpOllSl"ble for ensuring \hat the Affirmative Action Plan is implemented
and achieved in Illeir departmentfdivisiolt
Super.isory respon.ibiliJ .. shaD include·
1. Thorough um!erstamfing of the Affirmative ActloCl. Program and procedL.lre.s through
actIve: participation in their area of res.ponsibili~.
2. As~st in ident.ifYing -within their department/diviS-on the minority and female
population as set forth in the company's goals and' objectives.
1. Assess departmentl<fr..1sioo progress in &cllieving affirrtu:tive action goats.
4. Periodlc attendance at AA meetings to team of current de-.'e!opments, fa:rrullarization
with new laws" regulations, court decisions and related matters wrud!. may have a
"1Tee. bearing on daily activities_
s. Monito< job perlOrrnanee ",ith • view toward ldentifting prornotllble minorit) and
female employees.
6. IdentifY problem areas such as employee compfaints,. employee llarassment and the
Deed foe employee tr>inin~
1. Communicate with the M Officer for assistanc~ with responsibilities.
G. Pencnoel Services DiredC}r
Positive steps '9.t'ill be takea to ensure t11at an Adamson Associates personneJ and to other
iflterested persons and communi~ groups wiIl be informed of Adamson Associ.tes Equ&l
Employment Opportunity poficy and this Af!innati'Je Action Plan. Fono .. ing is • ~st of
EXHIBIT D
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recommended actior,$ lOr ctsSerrllnatiotl of this Plan., This Ii:;:: v.1Il be updated as necessary
to llCCOOUllodate the <:llanging needs of Adamson Associates in meeting their Affirmative
Actio. goal ..
Sectioa ( -D .... min.tio. or EEO P.Hey and UP
A.. lntenal DissemiDation
1_ The EEO poficy and' AAJJ wm be commu.njcated to .aD Dew empJoyees via orientation
meetings ,.",.,. opportunities tl1d employ« responsibiJj-J .. with Adi!Illson Associates
will be explained ""d discussed. .
2. The Personnel SeMces Mtnager .. in ensure that this document is provided 10 all
employees snd representatives or employee organizations.
3. Appropf.ate action will be t:!ken by the P.r>OnneI Ser.ices Manger 10 incorporate
refcreooe to Adamsoo Associates EEO policy and AM in memoranda of agreement:
with employee OIpnizatiOtlS.
4. Adamson Associales EEO poli.:y and AAP developmer.,. will be pericdicaDy featured
in the employee magazine. the employee I1ewsTetter~ and ot.'Jaer-ioternal
communications. These publlcanons ...,,11 feature femaie and male employees of
... 'arious ages and race!ettmk-groups as weD as disabred employees
S, The Personnel Se:n.ices 'Manager Vwin ensure that ~"da.;nso[l Associates representatives
with TeSpOrwDlfrties for recruitment, employment, placement,. traIning and other
personnel actions wiD receNe add!ti"on2l' training in carrying: out thls prog;am and in
apptkabte state ar~d federal e"iUa1 employment <>pportl.lf\i.ty taWl, reguTatio!\S and
guidelines.
B. El.fen::tI Dissemination
I. The Personnel SeMces Manager ..;n ensure that recruiting sources will be informed
in writIng of the policy 8l1d program or affirmative action ."d .. iII be requested to
'-cooperate in affinnative recl1Jitir.g for Adamson Asso....,ates open: examinations...
2. The Personnel Ser.ices Manager "Il.in ensure that recruitment advertising 'WiD be
placed in medla especially effective in reaching und'erutuLZed groups. as w-e"-as
general medi~ and aD employment ad'olertiSE-ments and job announcements rl
colllaio !he p1l=e, • An Equal Opportunity and Affinn.tive Action Employer" and as
app~cable, 'Women minorities and disabled worker. are encouraged 10 apply."
3. . A current version or the !Ollowing pa.ter .. 1Il be displayed in the central employment
office reception area and on main bulletin boards as appropriate:'
.. Equal Employment Opportunity is the Law
b. Federal Wage-Hour Law
EXHIEIT D
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c Age Discr.mi:natioo in Empfoyment
d. Discriminatioll in Emptoyment is PrCJhjN!ed~ California Fair Employment
Practice ... ct, wr.ll translanoO' 10 otIler languages as appropru.t .. ,
4. Adamsoc Associat<s &n!l1lal reports, bill inseru and adler appropn.. .. pubficatiocs will
fealu", aspects of fro pofiC)l and L~e AAJ> Md, where appropriate, may be printed
in tran5lations to other languages,
S. The per;onner Mrvices Manager .... ]1 ensure that community or~tions mad
agencies as weI! as ed'ucati<JrW institutions which provide se.rvkes to women and
minorities are sont • copy of Adamson Associates Affirmative Action PIm
6. The Affirmative ActiOIl Pian s1:!aD be made a;vailable eo an interested parties upon
request at the <ompan/. Adrninistntion Builomg, located >I 110 Columbus Street
during norma! worlcir.g hours (Monday through Friday I .,m. 10 5 P m, exduolJ1S
bofidays).
SectiOD 5 -lTtiliz.ltlOD ADaI)'.is
A Utiftzafjop Ar.aJysis will be conducted to assist AdaITl50C Associ ales in evaTu Cit! ng Affirmative
Actxm needs. The Utilization Analysis wiD compare the percent on incumbents in z particular
job grouping by race, ethnic «igin and sex with the perC(:nt wflo silould be on the job a('~o;dins
to their-.vau.<:.bilit)' in the relevant job market and their possession of basic job-rerated
qualifications.
The Utilization Analysis win consist of four major steps:
A.. A worUorte analysis of current employees. This is a 'listing of taco job titre ranked from
Ill. hig.'>est-paid 10 the lowest-paid within eacb d'partroenL Incumbents in cae_job tide
win. be broken dowc ,by.sex.. race and eth..'"1ic origin.
B. An identification ofjOO groups. Four ruleslNill be ronowed m defining these groups
]. Job groups win be ccmposed of one Of more jobs having slmiIar content,. Vo'4ge rate,.
and opportunities.
2. .Jobs will! dearly different utilization patterns will nO( be grouped together.
3. lob groups will reTate to data 00 availability.
4. If promotion through progression fines is rigid and hiring above the entry-le-.'el is •
rare exception" thea entry-level positions. ~ilI be identified as job groups
EXHIBIT 0
o
c. An availability .nalysis .",.rnal and internal. Eig.'t fact"" will be u .. ~.
I. Percentage of popuT.tion in ~o. rekvanllo<:allahor ar ... s
2. Percentage of ur.emploJ!IlOnt in Ille relevllllt :ocar labor area.
l. P"-i>ge of minorities or females in Ill. total worlcfurc<o in Il>e relevant Io<:al labor
area.
4. P"e<ntaQe of avaiIahiJjty of minorities or females with Il>e r<qulsite slclls in th<
relevant ·Io<:allabor L'U.
s. Percentage ofminorities or females 'having requisite skills in the area in which tbe
employer ~an reasonahly recruit
6. Pc=ntage of minorities or females promotable and transferable o-ithin Il>e employ."
worlcforce.
7. Estimate of the existence 01' trainlng institutions c:apab Te or pro,.kIing requisite skiTb
TequiTi:,f,
I. Estimate ol'training efforts the employer can reasonably ta'k~ to make the job group
available \0 minoritles Of femaJes.
The b'-..a1 tabor are-i fOr company jobs is defined' as ___ County, smce an
analysis of Ad~n Associates current worldOrce ind'ka.!es toat ~ of AC'am.son
AssOciates employees live: in County.
D. AI.t ana1ysis 10 d~!ermine und'erutilizatioD ioc 5e:t and ra\-e!eth!Uc groups m eadt job
category.
A.fter the Utilization Analysis is completed, Boals and tirr.e""..ables lI<iD be s..'"'t fO( eack grow p where
underutlT12ation of IJ1jnonties or women has been identlfitd.
50'00. , -Goals
Goals and timetables shall be estabfisbed so that progress under lo. plan = be monitored. This
section provides the guidelines 10 be used in .st"'fishing the goars and timetables.
The estabIisfunent of employment goaTs for womeQ and minorities 1/I-iD not mean that any
app&:ant fOr employment 9.-ilI be excluded from consideration The law does not pe..mt;. nor does
thIs plan mandate., a quota system for hiring based 00 race. colOI'", reuglon,. sex.. nationrJ origin"
or upoc any other basis prohioi!ed bylaw.
The objective of the goal-setting is 10 "ruev. I fuDy integrated workforce with womeB and
minorities ll! aD levels in the organization and in ,all cTassitications
EXHIBIT 0
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A. Guid<lines Cor s.,tlli>g Go.l.
I. Annual and five-year goals will be estabfished by ea<h deputment as .. d as
Coolpany-wide.
2. The onnuaJ goal-setting p"""" ",ill be base<! on utilization analysi •.
]. Whe<I reIa!ive1y few women or minorities are fOund to possess the required skill<. Ille
goais will be set above the est2bfi.~ed percent levels contained in the requisite iliI1s
clata.
4. Goal setting will take into conside. ... ticn such things as: ava,1obility of skills in Ill.
~ expansion or contraction of the labor market. turnover rates. l!Ilticipated
openings, and other related aspecU whic~ will ~ave arrect impact on defining the
employment opportunities wh;cb .. ill be av&l.ble.
B_ Implementing Goals
ODce estabiished, the proposed goals .,.all be submitted '0 and reviewed by the Fair
Emp~oyment Manager. 10 the course olt1u: review. thr Fair Employment Manage shan
meec with eacll departmen[ a...,d endeavor 10 read agreement with the manager 00 I set of
sbort-range goals that tonfum! to the pili1\. These sbort-r.tnge goals ,lw! Illen be ... bmitted
10 !be General Manager lOr exJIll1ination and review. rhe Gen",,1 Manager ",ill submit Ill.
one-year and ilw-year projected goals kl the Board of Directors OD an annlJ~ basis.
Approved goaTs wiD ~c made an attacn.'1lent of dus ptan.
Sectioa 1-Hiring and PromotiQD
A. All civi service u:lminatioD wiD he validated: as :aPPl"Opri2te.
B.. .Promotional Eums
Promotional Exams may be bel<!:
I. When they would substantiany p rom'Jte the concept of I. career service;. or
2. Wlleo Adamson A,sociale, ",perle"", is needed to satisfactorily perfonn tne duties
of Ill. job; Of'
l. WheQ they would further t..'he int~ of Ad.amson Associa.tes. affirmative acUOIl
efforts.
Section' . Tnla.ing and Connseling
Wbe. appropriate 10 th< goals of AM, departments snail undertake progr.tms of crosHa!eer
trainIng to aTd employees lC gain knowledge and abillttes necessary for advance.ment
EXHIBIT 0
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Adamsoa Associates v.riD pro .... ..:.:de career counsefmg to aD interested employees in order '0:
I. Stimutate IW:lrer.tes:s of ~areer opportunities..
2. Promote an understanding of the requirementJ K>r advancing t<l other career areai..
3+ Identify Adazru.on Associate.i WiJling and educational opportunities.
&cIo depa.rtment will ondertak. po<1tiv. actioo 10 increase and improve on<the-job !raining to
enhance interested .mploy .... knowledge ."d skill. rekvar.t 10 current II1d immediately higher
class duties and responsibilities. A! employees will be given equal consideration for Sllcb !raining.
lnf<>nr.ation en training opportunities mIl1abr. at Joca! conegos, schools and ether !raining
jnstitutk>r.s related 10 company positior-.5 win be made aVaIlable to aD Adamson .Associates
employees with emplwi. aLr<cted 10 employees concentr.l!ed in lower-salaried ol.,ses. Adamson
associates wlll continue to assist and encourage an employees 10 take advantage of Ad.mlson
Associates tuitioD reimbursement -developmental educa6cn efforts
Section' .. Reports and Ev:aJuatioDs
An intemaJ reporting system to cont'knua]y audit., monitor and evaluate progress is an essential
component of this plan This continual anal'ysis provldes a factual ba$~ for reevaluating and
restructuring aspects of the A};P to ensure appropriate goats and effective affirmati .... e ,actions.
The Personnef Ser .... ices Manager 'JIoiH ensure that aucfl1.s are conducted, reconJs are matn:ained,
and reports ~ prepared 10 monitor and document all aspec...s of the AAP. The Ge.,eraJ Manager
w;:H report the status of the AAP to tile Board of Directors as required
EXHIBIT D
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IMS Priority List
Pa,.'>e lor,
.,
Attachment "F" o ~
INJ'R.ASTlI.UcroIlE IllANAGEMENT SYSTEIII
Priori!} LIst or edT Fadlities
07l2S19S
Hie" Priori!} B_ildiDp • T. be ovalaoted .. ithi_ lb. RFP Stop. or Work P .... B
"\ BalldiDl Name
Municipal Servic<: Center
F .... Station II
F .... SIaIioII 12
Fn SIaIioII#3
F .... Station 14
.4.ddras
250 Hamill"" Avenue
3201 E. Sayshore Roa~
so I AInu Street
267S Hanover Street
79Q EmborcackI 0 Road
3600 Middlefield Road
600 Ara.<!radero Road
-.mlal BuildiDp -T. be .. aI.atod .. itl';. Ih. Stop •• rWork n ... c
Municipal s..vice Cent..--SCADA Building
AnimIiI PIaccmenI Center
Lucie Siena Community Cent", Complex
(mcludes Cbadr .... and c"mmunity Theaters)
Cultural Center
Mitchell Pili: Librazy
Addr ...
324) E B.ys1lor. It<>.d
3281 E. Sayshore It<>ad
}sOC Middlefield Road
DOS Middlefield Road
1313 N .well Road
1213 Newell Road
3700 Middlefield It<>ad
IMS Priority Ust
Plg.lof )
T ."nan Pari< Center
V_ School Site and Child-=e Facility
GolfCow3e
(l!Idude& the ProShop, Ho~u. Stong. Sheds.
and ResIrooms).
Cambridge Parking flCility
Bayfands Interpretative Center
foothill po<\: lnt«pretative Center
Baylands Athletic Center
Peers Po<\: Clubboose
FOOIhms Pari< Restroom.
.";;. -',
"": "."'"-" ~-" . ,
·."
BOO Wellesley Street
12 7 5 J4rriet S tree!
270 FOtOS! Av.".,
171 Embarcailero Road
661 Arastradero Road
13QO Page mil! Road
HS 1 Middle£.ld Road
3990 VerJura c~
!l15 Embarcadero Read
400 Cambridge Avenue
171S EmbarcaderQ RoO<!
3300 Page Milll\.oad
1785 Embarcadero Road
Embarcadero and Cowper
777 Embarcadero !toad
laW Part: Avenue
3300 Page Mift Rcad
1098 Amarillo Avenue
2,SO Embarcadero Road
Embarcadero & Faber
l.ct Q Garage
Ted ~ Gal'age
PASO)
CuN>er!ey Center
~Garag.11
HigWAllna Nonh ~ Q
End
100 El Camino Real
.($0 Brya,ll Street
Ceote< 01'1110<1< bordered by
Webster, "<>"l'U. Univonity &
Hamillon.
425 Btyonl
430 Hi g1> Str<ct
2500 Emhotc.dero roo4·
275 Combridge Avenue
2$0 University Avenue
430 Higb Street1421 Alma
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