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7
City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-1036 Agenda Date:10/23/2024
Version:1 Item #:1.
Proclamation celebrating Extra Mile Day November 1, 2024.(James Coleman, Mayor)
City of South San Francisco Printed on 10/18/2024Page 1 of 1
powered by Legistar™8
Dated: October 23, 2024
Recognition of Extra Mile Day
November 1, 2024
WHEREAS, the City of South San Francisco is a community which acknowledges
that a special vibrancy exists within the entire community when its individual citizens
collectively “go the extra mile” in personal effort, volunteerism, and service; and
WHEREAS, the City of South San Francsico is a community which encourages its
citizens to maximize their personal contribution to the community by giving of themselves
wholeheartedly and with total effort, commitment, and conviction to their individual
ambitions, family, friends, and community; and
WHEREAS, the City of South San Francisco, is a community which chooses to
shine a light on and celebrate individuals and organizations within its community who “go
the extra mile” in order to make a difference and lift up fellow members of their community;
and
WHEREAS, the City of South San Francisco, acknowledges the mission of Extra
Mile America to create 550 Extra Mile cities in America and is proud to support “Extra
Mile Day” on November 1, 2024.
NOW THEREFORE, BE IT RESOLVED, that the City Council of the City of
South San Francisco does hereby recognize November 1st as Extra Mile Day and
recommits itself to the individuals, groups, and businesses who have given time, energy,
and resources to our community through volunteer service.
________________________________
James Coleman, Mayor
________________________________
Eddie Flores, Vice Mayor
________________________________
Mark Addiego, Councilmember
________________________________
Mark Nagales, Councilmember
________________________________
Buenaflor Nicolas, Councilmember
9
City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-1063 Agenda Date:10/23/2024
Version:1 Item #:2.
Motion to approve the Minutes of October 9, 2024. (Rosa Govea Acosta, City Clerk)
City of South San Francisco Printed on 11/14/2024Page 1 of 1
powered by Legistar™10
CALL TO ORDER
Mayor Coleman called the meeting to order at 6:30 p.m.
ROLL CALL
Councilmember Addiego, present
Councilmember Nagales, present
Councilmember Nicolas, present
Vice Mayor Flores, present
Mayor Coleman, present
PLEDGE OF ALLEGIANCE
City Manager Ranals led the pledge.
AGENDA REVIEW
No changes.
ANNOUNCEMENTS FROM STAFF
Parks and Recreation Director Mediati invited the community to a volunteer tree planting event at
Brentwood Park on October 12, 2024, at 10 a.m. He also invited the community to attend the Age
Friendly Task Force engagement sessions on October 17, 2024, at 10 a.m. at the Rotary Terrace.
He also invited the community to attend the Halloween Extravaganza on October 19, 2024, at 10
a.m. held at Orange Memorial Park, and the Senior Showcase on October 22, 2024, at the Library
Parks and Recreation Center (LPR.)
Executive Assistant to the City Manager Patea invited the community to the Get the Shot, Not
the Flu drive- thru and walk-in event on October 19, 2024, at the City Hall parking lot from 10
a.m. to 2 p.m.
MINUTES
REGULAR MEETING
CITY COUNCIL
CITY OF SOUTH SAN FRANCISCO
WEDNESDAY, OCTOBER 9, 2024
6:30 p.m.
Library Parks and Recreation Building
Council Chambers
901 Civic Campus Way, South San Francisco, CA
11
REGULAR CITY COUNCIL MEETING October 09, 2024
MINUTES PAGE 2
Library Director Sommers invited the community to attend the screening of Nurse Unseen on
October 20, 2024, at the LPR, Council Chambers.
PRESENTATIONS
1. Proclamation recognizing October as Breast Cancer Awareness month. (James Coleman,
Mayor)
Mayor Coleman recognized October as Breast Cancer Awareness Month and presented a
proclamation to Laurie Ratliff. Laurie Ratliff thanked the Council for their recognition and support.
2 Proclamation recognizing Code Enforcement Week October 6 - 12, 2024. (James Coleman,
Mayor)
Mayor Coleman recognized the week of October 6-12, 2024, as Code Enforcement Week and
presented a proclamation to Code Enforcement Officer Donn Lovell. Code Enforcement Officer
Lovell thanked the Council for their recognition and support.
COUNCIL COMMENTS/REQUESTS
Councilmember Nicolas expressed gratitude to Brooke Rock of Amgen for attending a September
17, 2024, meeting as part of the Biotech Speaker Series. She extended her gratitude to Ernesto
Lucero and Katie Donner from the Economic and Community Development department. On
September 29, 2024, there was a successful ribbon-cutting ceremony for the new Centennial Way
Trail. She thanked the Capital Improvement Projects staff headed by Jake Gilchrist and Philip
Vitale, along with Parks and Recreation Director Greg Mediati. Councilmember Nicolas shared
that the girl scouts from Buri Buri and Ponderosa Elementary School had attended a tour of the
Council Chambers. She thanked library staff and the IT team for hosting the Filipino American
History month event on October 5, 2024. Councilmember Nicolas thanked the Economic and
Community Development department and Human Resources department for partnering with Job
Train in hosting the first Diversity Employment Day career fair. Councilmember Nicolas noted
that South San Francisco had been certified as an age-friendly city by AARP.
Councilmember Nagales shared he had attended a conference in San Mateo regarding
homelessness. He requested the need for follow-up regarding options for housing the unhoused.
He highlighted Filipino American history and the Festa Italiana events. He congratulated Mayor
Coleman on his State of the City Address. Councilmember Nagales highlighted the ribbon-cutting
event for the new park on Centennial Way.
Councilmember Addiego shared that Jackson Lazari, an 8-year-old resident, advocated for the idea
of the BMX pump track for the park. He expressed gratitude to Code Enforcement for the services
the department provides to the community. He highlighted the flag-raising ceremony at Colma.
Vice Mayor Flores expressed gratitude to the Communications Manager, Angenette Lau, for her
community engagement. He expressed gratitude to Councilmember Nagales for the Cultures
United initiative. He shared that there is a lot of activity going on in the areas of homeless outreach
12
REGULAR CITY COUNCIL MEETING October 09, 2024
MINUTES PAGE 3
to help people find services and support. He commended the State of the City Address presented
by Mayor Coleman.
Mayor Coleman provided an overview of the State of the City Address. He highlighted the
investments and improvements for city parks. He also highlighted the new biotech offices and the
new Safeway grocery store. He provided an update on the sustainability event he attended.
3. Proclamation celebrating Indigenous Peoples’ Day on October 14, 2024. (James Coleman,
Mayor)
Vice Mayor Flores recognized Indigenous People’s Day on October 14, 2024, and presented a
proclamation to Julio Garcia from RISE South San Francisco. Julio Garcia thanked the Council
for their recognition and support.
PUBLIC COMMENTS – NON-AGENDA ITEMS
The following individuals addressed the City Council:
x Michael Harris
x Leslie Fong
x Cory David
x Cynthia Marcopulos
x Markus Alverez
x Bart Pañtoja
x
Written Comments Submitted via eComments:
x Bill Lock – (eComments)
PUBLIC COMMENTS – CONSENT CALENDAR ITEMS
None.
CONSENT CALENDAR
The Deputy City Clerk duly read the Consent Calendar, after which the Council voted.
4. Motion to approve the Minutes for September 25, 2024. (Rosa Govea Acosta, City Clerk)
5. Report regarding Resolution No. 155-2024 authorizing the acceptance of $12,000 in grant
funding from Pacific Library Partnership to fund ten Virtual Reality Headsets and Software
and launch a program called VR World, enabling community members to travel virtually
and explore new places, nature, cultures and information in the Amgen Discovery Center
at the Library Parks & Recreation Center and approving Budget Amendment Number
25.021. (Valerie Sommer, Library Director)
6. Report regarding Resolution No. 156-2024 authorizing the City Manager to execute
agreements with California Department of Transportation for the South San Francisco
Shoreline Protection and Connectivity Project and approving Budget Amendment Number
25.018. (Audriana Hossfeld, Senior Civil Engineer)
13
REGULAR CITY COUNCIL MEETING October 09, 2024
MINUTES PAGE 4
7. Report regarding Resolution No. 157-2024 authorizing the submittal of a grant application
for Metropolitan Transportation Commission (MTC) Regional Measure 3 (RM3) Safe
Routes to Transit and Bay Trail Program (SR2TBT) or similar grant applications for a local
match amount not exceeding $2,000,000 to support Corridor Improvements along East
Grand Avenue. (Jeffrey Chou, Senior Civil Engineer)
8. Report regarding Resolution No.158-2024 accepting a $270,000 grant from San Mateo
County for the Economic Advancement Center, authorizing the City Manager to execute
the grant agreement, and approving Budget Amendment Number 25.022 appropriating the
funds. (Ernesto Lucero, Economic Development Manager)
9. Report regarding Resolution No. 159-2024 authorizing the submittal of a grant application
for Environmental and Climate Justice Community Change Grants Program to support
Grand Avenue Streetscape Improvement Project-st1801 (Matthew Ruble, Principal
Engineer)
10. Report regarding Resolution No. 160-2024 authorizing the acceptance of $10,000 in grant
funding from Sunlight Giving to enable Grand Avenue Library to update its furnishings
and play equipment in the children’s area of the library. (Valerie Sommer, Library
Director)
Motion – Councilmember Nicolas /Second – Councilmember Nagales: To approve Consent
Calendar items 4 through 10 by roll call vote: AYES: Mayor Coleman, Councilmembers Addiego,
Nicolas, Nagales, and Vice Mayor Flores; NAYS: None; ABSENT: None; ABSTAIN: None
ADMINISTRATIVE BUSINESS
12. Report regarding a study session and potential introduction of an ordinance amending Title
8 of the South San Francisco Municipal Code to add Chapter 8.78 to regulate certain private
development projects by withholding the certificate of occupancy or building permit final
when an owner or contractor has unpaid final wage theft judgments. (Tony Rozzi, Deputy
Economic and Community Development Director)
Deputy Economic and Community Development Director Rozzi presented the report and provided
an overview of the project. The Council engaged in questions and discussion. The Council
highlighted the importance of ensuring wage theft protections for workers in South San Francisco.
The following individuals addressed the City Council:
x Nels Delander
x Tom Trayer
x Arturo Sainz
x Joe Sanders
x Anthony Viscuso
x Matt Russo
x Bart Pañtoja
x Marcus Alverez
14
REGULAR CITY COUNCIL MEETING October 09, 2024
MINUTES PAGE 5
The Council engaged in discussions and provided direction to staff. There was direction to lower
the exception from projects that are 15,000 square feet to 5,000 square feet for smaller commercial
developments.
Motion – Councilmember Nagales /Second – Councilmember Addiego: To introduce an
Ordinance amending Title 8 of the South San Francisco Municipal Code to add Chapter 8.78 to
regulate certain private development projects by withholding the certificate of occupancy or
building permit final when an owner or contractor has unpaid final wage theft judgments and by
roll call vote: AYES: Vice Mayor Flores, Councilmember Nagales, Mayor Coleman,
Councilmember Addiego and Councilmember Nicolas; NAYS: None; ABSENT: None;
ABSTAIN: None.
11. Report regarding Resolution No. 161-2024 authorizing acceptance of a $1,527,120 grant
award and funding agreement with the California Department of Transportation for Cycle
11 State-Funded Highway Safety Improvement Program funding and associated Budget
Amendment Number 25.015. (John Wilson, Associate Engineer)
Associate Engineer Wilson presented the report and provided an overview of the project. The
Council engaged in questions and discussion and expressed its desire for additional research on
tracking traffic impacts.
Motion-Councilmember Nicolas/ Second: Vice Mayor Flores to approve Resolution No.161-2024
authorizing acceptance of a $1,527,120 grant award and funding agreement with the California
Department of Transportation for Cycle 11 State-Funded Highway Safety Improvement Program
funding and approval of Budget Amendment Number 25.015.
ITEMS FROM COUNCIL – COMMITTEE REPORTS AND ANNOUNCEMENTS
13. Proclamation celebrating Filipino American Heritage Month presented on October 5, 2024.
(James Coleman, Mayor)
Mayor Coleman apprised the community that a proclamation was presented to the Consulate
General of the Philippines on October 5, 2024.
14. Council discussion on designation of voting delegates and alternates for the League of
California Cities Annual Conference and Expo. (Eddie Flores, Vice Mayor)
After Council review and discussion, Vice Mayor Flores was appointed to serve as a voting
delegate.
15
REGULAR CITY COUNCIL MEETING October 09, 2024
MINUTES PAGE 6
ADJOURNMENT
Being no further business, Mayor Coleman adjourned the City Council meeting at 8:46 p.m.
Submitted by: Approved by:
Sarah Harper James Coleman
Deputy City Clerk Mayor
Approved by the City Council: / /
NOTE: The Meeting Minutes represent actions taken during the meeting of the City Council. Complete
Council members discussions of meeting items can be viewed in archived video/audio recordings on the
City’s website at https://www.ssf.net/Government/Video-Streaming-City-and-Council-Meetings/City-
Council Public comments submitted via the eComment portal can be viewed in the City Clerk’s repository
at https://ci-ssf-ca.granicusideas.com/meetings?scope=past
16
City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-1034 Agenda Date:10/23/2024
Version:1 Item #:3.
Report regarding a resolution accepting a FY 2024 Port Security Grant Program grant in the amount of $29,867.10 to
purchase and install a fire suppression pump and fixed monitor for the department’s fire boat; authorizing the use of
Public Safety Impact Fees in an amount not to exceed $9,955.70 to be applied as the required grant match; approving
Budget Amendment Number 25.023 to the Fire Department operating budget in the amount of $39,822.80; and
authorizing the City Manager to execute the purchase agreement on behalf of the City of South San Francisco with North
River Boats in an amount not to exceed $39,822.80. (Matt Samson, Fire Chief)
RECOMMENDATION
It is recommended that the City Council adopt a resolution accepting a FY 2024 Port Security Grant Program
grant in the amount of $29,867.10 to purchase and install a fire suppression pump and fixed monitor for the Fire
Department’s fire boat; authorizing the use of Public Safety Impact Fees in an amount not to exceed $9,955.70;
approving Budget Amendment Number 25.023 to the Fire Department operating budget in the amount of
$39,822.80; and authorizing the City Manager to execute the purchase agreement on behalf of the City of South
San Francisco with North River Boats in an amount not to exceed $39,822.80.
BACKGROUND/DISCUSSION
In 2023, the City Council approved funding for the purchase of a fire boat to replace the department’s previous rescue
boat that had served since 2007. In late, 2022, the prior boat was due to be repowered and a grant was secured for
replacement motors. When the boat was taken out of the water, it was deemed no longer seaworthy due to excess wear
and tear of its hull. This damage was not uncommon for a vessel with a similar service life. As part of a replacement plan,
a new fire boat was purchased and the monies earmarked for the prior boat’s motors were transferred to the new vessel,
resulting in $55,000.00 in savings.
In 2024, Fire Department (Department) personnel applied for and received a Port Security Grant Program grant to secure
funding for the purchase and installation of a fire pump and fixed monitor on the department’s fire boat. This boat,
currently under construction, was designed to support the installation of this fire suppression equipment once funding
became available. These items were omitted from the original design specification to allow for the purchase of a smaller
vessel at the time the Department’s first rescue boat was determined to be no longer seaworthy. This smaller vessel was
purchased used and has been in service for 12 months, filling a much needed response void for the waters off of Oyster
Point.
Through two successful grant applications, approximately $85,000.00 has been secured to purchase equipment for the
new fire boat (motors, fire pump, fixed monitor). These savings have allowed the Department to reduce dependency on its
operating budget while also providing for a rescue boat that has served for the last 12 months, responding to over 36 calls.
This boat will remain in reserve status and be called upon to support large incidents, support boat operator training, and
remain available to be placed into service when our primary boat is out of service.
Fire Department staff has identified the need for enhanced capabilities for the new fire boat, including the capability to
extinguish fires on bay water, in marinas, and ones close to the bay shoreline. The new boat’s design provides for
minimal installation efforts as the cabling and plumbing needed to facilitate a fire pump and fixed monitor were included
in the design specifications.
As the new boat is under construction in the State of Washington, the least expensive installation option is to have the
grant-funded equipment installed at the manufacturer’s factory. North River Boats was able to secure all the requested
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equipment at a competitive cost and was able to reduce the shipping and installation charges as they will perform the
work at their factory at an advantageous time in the construction schedule.
FISCAL IMPACT
Acceptance of grant funds will require a 25% match of city funds to satisfy the granting agency’s requirements. Approval
of Budget Amendment Number 25.023 will increase the Fire Department operating budget in the amount of $39,822.80.
Public Safety Impact Fees are requested to be applied towards the 25% required funding match, or $9,955.70. All
additional expenses (75% or $29,867.10) included with this grant will be reimbursed to the City and it is expected that
there will be no additional impacts to the General Fund from this request.
RELATIONSHIP TO STRATEGIC PLAN
This request is in alignment with Priority 4, Public Safety, in that the fire boat ensures that the Fire Department has the
tools and equipment it needs to provide high quality services to the community.
CONCLUSION
It is recommended that the City Council adopt a resolution accepting a FY 2024 Port Security Grant Program grant in the
amount of $29,867.10 to purchase and install a fire suppression pump and fixed monitor for the Department’s fire boat;
authorizing the use of Public Safety Impact Fees in an amount not to exceed $9,955.70; approving Budget Amendment
Number 25.023 to the Fire Department’s operating budget in the amount of $39,822.80; and authorizing the City Manager
to execute the purchase agreement on behalf of the City of South San Francisco with North River Boats in an amount not
to exceed $39,822.80.
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City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-1035 Agenda Date:10/23/2024
Version:1 Item #:3a.
Resolution accepting a FY 2024 Port Security Grant Program grant in the amount of $29,867.10 to purchase and install a
fire suppression pump and fixed monitor for the Fire Department’s fire boat; authorizing the use of Public Safety Impact
Fees in an amount not to exceed $9,955.70 to be applied as the required grant match; approving Budget Amendment
Number 25.023 to the Fire Department operating budget in the amount of $39,822.80; and authorizing the City Manager
to execute the purchase agreement on behalf of the City of South San Francisco with North River Boats in an amount not
to exceed $39,822.80. (Matt Samson, Fire Chief)
WHEREAS, the City of South San Francisco (“City”) staff recommends that the City Council adopt a resolution
accepting a FY 2024 Port Security Grant Program grant in the amount of $29,867.10 to enhance fire suppression
capabilities for the Fire Department’s fire boat; and
WHEREAS, in 2024, Fire Department (Department) personnel applied for marine based fire suppression enhancements
through the Port Security Grant Program focusing on the program’s priorities of hardening public marinas, ports, and
navigable waterways; and
WHEREAS, Fire Department staff have identified the need for enhanced marine fire suppression capabilities and will
have an adequate platform to both install and utilize the awarded equipment with the delivery of a new fire boat; and
WHEREAS, Port Security Grant Program Grant funds were requested and approved to purchase and install a fire pump
and associated fixed monitor on the Department’s fire boat, allowing for waterside fire suppression capabilities; and
WHEREAS, acceptance of the Port Security Grant Program grant funds requires City matching funds equal to 25% of the
award and approval of Budget Adjustment Number 25.023 will increase the Fire Department operating budget in the
amount of $39,822.80; and
WHEREAS, the City Council now desires to appropriate Public Safety Impact Fees in the amount of $9,955.70 into the
Fire Department’s fiscal year (FY) 2024-25 Operating Budget.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of South San Francisco does hereby take the
following actions:
1. Accepts a Port Security Grant Program grant in the amount of $29,867.10 to enhance operational effectiveness
and fire suppression capabilities for the Fire Department’s fire boat.
2. Approves Budget Amendment Number 25.023 to the Fire Department operating budget in the amount of
$39,822.80.
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3. Authorizes the appropriation of Public Safety Impact Fees in the amount of $9,955.70 into the Fire Department’s
FY 2024-25 Operating Budget.
4. Authorizes the City Manager to enter into an agreement with North River Boats to purchase the identified fire
pump and fixed monitor, including installation costs, subject to approval as to form by the City Attorney.
5. Authorizes the City Manager to take any other action consistent with carrying out the intent of this resolution.
*****
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City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-1042 Agenda Date:10/23/2024
Version:1 Item #:4.
Report regarding a second reading and adoption of an ordinance amending Title 8 of the South San Francisco
Municipal Code to add Chapter 8.78 to regulate certain private development projects by withholding the
certificate of occupancy or building permit final when an owner or contractor has unpaid final wage theft
judgments.(Tony Rozzi, Deputy Economic and Community Development Director)
RECOMMENDATION
It is recommended that the City Council waive reading and adopt an ordinance amending Title 8 of the
South San Francisco Municipal Code to add Chapter 8.78 to regulate certain private development
projects by withholding the certificate of occupancy or building permit final when an owner or
contractor has unpaid final wage theft judgments.
BACKGROUND/DISCUSSION
The City Council previously waived reading and introduced the following ordinance:
Ordinance amending Title 8 of the South San Francisco Municipal Code to add Chapter 8.78 to regulate certain
private development projects by withholding the certificate of occupancy or building permit final when an
owner or contractor has unpaid final wage theft judgments.
The City Council introduced the ordinance making a minor edit by lowering the exemption threshold for a new
project or remodel from 15,000 square feet to 5,000 square feet. This edit is reflected in the second reading
ordinance for adoption.
(Introduced on October 9, 2024; Vote 5-0)
This ordinance is now ready for adoption.
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City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-1043 Agenda Date:10/23/2024
Version:1 Item #:4a.
Ordinance of the City of South San Francisco amending Title 8 of the South San Francisco Municipal Code to
add Chapter 8.78 to regulate certain private development projects by withholding the certificate of occupancy
or building permit final when an owner or contractor has unpaid final wage theft judgments
WHEREAS, the labor advocate Nor Cal Carpenters Union has identified wage theft as an ongoing issue on
construction projects and has requested local jurisdictions to take reasonable enforcement action to reduce this
type of violation; and
WHEREAS, the failure by an employer to pay owed and earned wages by contract can affect the health and
welfare of employees and/or residents of South San Francisco; and
WHEREAS, in compliance with California State law, the City has drafted a local ordinance for enforcement of
final wage theft judgments made by the State of California Labor Commission; and
WHEREAS, this ordinance would withhold Certificate of occupancy or Building permit final approvals from a
contractor if City staff have sustained a complaint of an unpaid wage theft judgment; and
WHEREAS, by withholding Certificate of occupancy or Building permit final, the City will incentivize
resolution of an unresolved wage theft judgment since most private contracts require complete approvals prior
to final payment; and
WHEREAS, this ordinance will be enforceable for new construction meeting certain size and valuation
thresholds.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SOUTH SAN FRANCISCO, DOES
HEREBY ORDAIN AS FOLLOWS:
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File #:24-1043 Agenda Date:10/23/2024
Version:1 Item #:4a.
Section 1. Preamble
The City Council finds that the foregoing recitals are true and correct and are incorporated into the Ordinance
by this reference.
Section 2. Adoption of Chapter 8.78 Wage Theft Ordinance
8.78.010 Title and purpose
This chapter provides local enforcement and penalty for any contractor doing a project within the City and
deemed to have an unresolved wage theft judgment on their record. The City has the right to withhold a
Certificate of occupancy or Building permit final in this circumstance as a local measure to ensure fair and
equitable wage payments to employees.
8.78.020 Definitions
The following words and phrases, whenever used in this Part, shall be construed as defined in this section:
A.“Certificate of occupancy” means the building official’s certification that the project complies with all
applicable requirements for occupancy. The building official’s signature on the final inspection card
may serve as the certificate of occupancy.
B.“Building permit final” means all components related to the project are complete: There are no
construction crew left on site working, there are no outstanding correction items from any department
and all departments have signed off.
C.“Contractor” means the prime contractor for the project.
D.“Subcontractor” means any business or person that carries out work of the prime contractor or another
contractor for the project.
E.“Hearing officer” means the City Attorney or designee.
F.“Labor Code Section 226(a)” is a provision of the California Labor Code that requires the employer to
provide each employee, either bimonthly or at the time of payment of wages, an itemized wage
statement that contains certain specified information concerning the employee’s wages and deductions.
G.“Labor Code Section 2810.5” is a provision of the California Labor Code that requires the employer, at
the time of hiring, to provide each employee a written notice containing certain specified information
about the employer, the employee’s rate of pay, worker’s compensation insurance, and sick leave.
H.“Mail” means to deposit in United States mail, postage prepaid, unless the parties have agreed in writing
to receive notifications by email in lieu of United States mail.
I.“New construction” means construction of new buildings or structures including additions to existing
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buildings and structures.
J.“Owner” means the person or persons, firm, corporation, partnership or other legal entity exercising
ownership of the project.
K.“Remodeling” means internal or external reconstruction, renovation, or improvements to an existing
building or structure that does not constitute complete replacement of the existing building or structure.
L.“Project” means a construction project that requires a building permit from the City of South San
Francisco.
M.“Project construction employees” means employees of the contractor or subcontractor.
N.“Representative” means a person authorized to legally bind the owner and/or contractor (for example, a
corporate officer, general partner, or managing member of a limited liability company).
O.“Unpaid wage theft judgment” means a judgment, decision or order, for which all appeals have been
exhausted or the time to appeal has expired, that was issued by a court of law or an investigatory
government agency authorized to enforce applicable federal, state and local wage and hour laws,
including, but not limited to, the Federal Fair Labor Standards Act, the California Labor Code, and the
City of South San Francisco Minimum Wage Ordinance (Chapter 8.71), and which has not been fully
paid or satisfied. As used in this subsection, “investigatory government agency” includes the United
States Department of Labor, the California Division of Labor Standards Enforcement, the city of South
San Francisco, or any other governmental entity or division tasked with the investigation and
enforcement of wage and hour laws.
8.78.030 Exemptions
A project that meets any of the following criteria is exempt from the requirements of this chapter.
A.The project consists of less than five thousand square feet of new construction or remodeling.
8.78.040 Acknowledgement of responsibility
As a condition of approval for any building permit required for a project, an applicant shall sign an
acknowledgement that:
A.The owner, contractor, and all subcontractors on the project will comply with all applicable provisions
of this chapter and the California Labor Code, including Labor Code Sections 2810.5 and 226a.
B.The owner and contractor are responsible for ensuring that the contractor and all subcontractors on the
project pay any wage theft judgments that have been entered against them either before or during the
construction of the project.
C.A violation under Section 8.78.070 will result in withholding of the certificate of occupancy/building
permit final, whichever is applicable, at the conclusion of the project.
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8.78.050 Posting
Each day that work is performed on the project, the contractor shall post, in a conspicuous place at each job site
where work takes place, the notice published each year by the city informing employees of their rights under
this chapter. The notice shall be written in the top three languages spoken in the city based on the latest
available census information for the City.
8.78.060 Pay transparency certification
Prior to issuance of approval of certificate of occupancy or building permit final for a project, for each
contractor or subcontractor whose portion of the work exceeds one hundred thousand dollars or one percent of
the value of the construction cost of the project, whichever is greater, owner shall provide to the city a pay
transparency certification (“certification”), signed by a representative of the owner, the contractor and any
subcontractor under penalty of perjury under the laws of the state of California. The certification required under
this section shall be in a form approved by the city and contain the following.
A.A statement that the owner, contractor, and any subcontractors have no unpaid wage theft judgments;
and
B.A statement that:
(1)Project construction employees of the contractor and any subcontractors received written notice
of the employers’ pay practices as required by California Labor Code Section 2810.5 and wage
statements under Labor Code Section 226(a); or
(2)Project construction employees of the contractor and/or any subcontractors are covered by a
valid collective bargaining agreement that expressly provides for the wages, hours of work, and
working conditions of the employee, and the agreement provides premium wage rates for all
overtime hours worked and a regular hourly rate of pay for those employees of not less than
thirty percent more than the state minimum wage. (See Labor Code Section 2810.5(c)).
8.78.070 Violations
A.The building official shall not issue a certificate of occupancy or building permit final under either of
the following circumstances:
(1)The owner has failed to submit the pay transparency certification required by Section 8.78.060.
(2)The City Attorney has sustained a complaint of an unpaid wage theft judgment pursuant to
Section 8.78.080, and the owner or contractor has neither cured the unpaid wage theft judgment
nor reversed the City Attorney’s determination by appeal pursuant to Section 8.78.090.
8.78.80 Unpaid wage theft judgment - Complaint
A.Any person who is aware of an unpaid wage theft judgment against the contractor or a subcontractor on
a project whose portion of the work exceeds one hundred thousand dollars or one percent of the value
of the construction cost of the project, whichever is greater, may submit a complaint to the building
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official. The complaint must include: (1) a copy of a labor commissioner’s order, decision or award; (2)
a copy of the judgment entered by a court of law that the specified contractor or subcontractor is the
subject of an unpaid wage theft judgment; and (3) a declaration signed under penalty of perjury from
the person that is owed the unpaid wages under the final wage theft judgment against the specified
contractor or subcontractor that the judgment has not been satisfied.
B.The complaint must be received by the building official before the building official has issued a
certificate of occupancy or building permit final. After receiving a complaint, the building official shall
not issue the certificate of occupancy or building permit final if the City Attorney finds that the
complaint is sustained.
C.The City Attorney shall, within 10 working days, mail written notice of the complaint to the owner and
contractor at the address(es) on file with the city for the project. If the review of the complaint will
delay issuance of the certificate of occupancy or building permit final, the City Attorney shall notify
the owner and contractor as soon as practicable.
D.The owner or contractor may provide a written response to the complaint within 30 working days of the
mailing of the notice of alleged violation. Failure to respond may be deemed an admission to the truth
of the facts alleged in the complaint.
E.After consideration of the complaint and the owner or contractor’s response, if any, the City Attorney
shall make a finding that the complaint is either sustained or not sustained. The City Attorney’s
decision shall be mailed to owner, contractor, complaining party, and the person that is owed the
unpaid wages under the final wage theft judgment.
8.78.090 Unpaid wage theft judgment - Appeal
A.If an owner or contractor is aggrieved by a decision of the City Attorney pursuant to Section 8.78.080,
the aggrieved owner or contractor may appeal the decision by submitting a written appeal with the
hearing officer within 10 working days of the mailing of the City Attorney’s decision. The appeal shall
contain the facts and basis for the appeal. The appeal shall be accompanied by payment of the appeal
fee adopted by the city council.
B.The hearing shall be heard by the hearing officer within 60 working days of receipt of the appeal, or at a
date and time agreed to by the parties. The complaining party shall be the respondent at the appeal
hearing.
C.All parties involved shall have the right to offer testimonial, documentary, and tangible evidence
bearing on the issues, to be represented by counsel, and to confront and cross-examine witnesses.
Testimony may be taken on oath or affirmation. The hearing shall not be conducted according to
formal rules of evidence. Any relevant evidence may be admitted if it is the sort of evidence upon
which reasonable persons are accustomed to relying in the conduct of serious affairs.
D.The hearing shall be de novo. The complaining party must prove by a preponderance of the evidence
that the contractor or a subcontractor on the project is the subject of an unpaid wage theft judgment.
E.The hearing officer shall issue a written decision within 10 working days of the hearing. The decision
shall be final and shall be subject to judicial review according to the provisions and time limits set
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forth in Code of Civil Procedure Section 1094.6.
8.78.100 Cure of violation
The owner, contractor, or subcontractor may cure a violation of this chapter at any time, including a violation
related to an unpaid wage theft judgment, by providing evidence that the judgment has been paid, or that it has
been secured by a labor payment bond, lien release bond, or similar security instrument in a form and amount
sufficient to ensure that any wage claims and penalties can be fully paid.
8.78.110 No private right of action
Nothing in this chapter shall be interpreted to authorize a right of action against the city.
Section 3. Publication and Effective Date
Pursuant to the provisions of Government Code Section 36933, a summary of this Ordinance shall be prepared
by the City Attorney. At least five (5) days prior to the Council meeting at which this Ordinance is scheduled to
be adopted, the City Clerk shall (1) publish the Summary, and (2) post in the City Clerk's Office a certified
copy of this Ordinance. Within fifteen (15) days after the adoption of this Ordinance, the City Clerk shall (1)
publish the summary, and (2) post in the City Clerk's Office a certified copy of the full text of this Ordinance
along with the names of those City Council members voting for and against this Ordinance or otherwise voting.
*****
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City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-989 Agenda Date:10/23/2024
Version:1 Item #:5.
Report regarding a resolution approving a license agreement and fee with SYNOOR LLC for tiebacks
installation within the Noor Avenue Public Right-of-Way and approving Budget Amendment Number 25.020.
(Matthew Ruble, Principal Engineer)
RECOMMENDATION
Staff recommend that the City Council adopt a resolution approving a license agreement and fee with
SYNOOR LLC to allow for the installation of tiebacks within the Noor Avenue Public Right-of-Way as
part of the construction of the 410 Noor Avenue Residential Development and approving Budget
Amendment Number 25.020.
BACKGROUND/DISCUSSION
The 410 Noor Avenue property is being developed by SYNOOR LLC (“Developer”) to construct three new
buildings containing 338 residential units and supporting site improvements (“Project”). The Project was
approved by the City Council on December 1, 2022, via Resolution No. 20-872.
The construction of Building B requires a temporary shoring wall to support the adjacent earth until the
permanent basement walls are constructed. On August 23, 2023, the Developer submitted an encroachment
permit application to install a structural retaining system with steel rods (tiebacks) in the Public Right-of-Way
(“ROW”) on Noor Avenue. The Developer and City staff have met and discussed multiple alternatives to the
temporary shoring and have ruled out other shoring options due to physical constraints and practical
infeasibility. After reviewing the tieback policies of other local agencies and a case study on tiebacks, City staff
determined that tiebacks can be allowed in the ROW with certain considerations, and an approval would consist
of an encroachment permit and a license agreement defining a License Area. A draft license agreement has been
prepared and signed by the applicant as shown in Exhibit A to the accompanying resolution.
City staff have developed a policy for utilization of tiebacks within ROW to be applied to this and future
projects. The tieback policy is as follows:
Allow tiebacks in the ROW that serve as temporary supports for permanent shoring construction.
Alternative temporary shoring methods shall be demonstrated to be infeasible for the project.
Tiebacks within a minimum of 20 feet of the surface or where current or future infrastructure conflicts
are identified: all tieback elements shall be removed in their entirety.
Tiebacks deeper than 20 feet below surface: a tieback fee of $2,000 per tieback shall be charged, and the
tieback may remain in-place under tension.
The Project proposes installing 27 tiebacks within Noor Avenue all deeper than 20 feet below the surface as
shown in the figures contained in Exhibit B to the accompanying resolution. There is no conflict with current
or planned infrastructure.
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File #:24-989 Agenda Date:10/23/2024
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The total tieback license fee is $54,000. The related encroachment permit fees are $7,595.63. The total fee due
for this item is therefore $61,595.63.
FISCAL IMPACT
The encroachment permit fees of $7,595.63 will be received into the General Fund to support staff and
inspection time.
The tieback fee of $54,000 will be received into the Infrastructure Reserve Fund via Budget Amendment
Number 25.020 with the intent that, if ever in the future, a tieback left within the ROW needed to be removed,
the funding within Infrastructure Reserves would be utilized.
RELATIONSHIP TO THE STRATEGIC PLAN
Approving the proposed agreement will support City Priority Area 2, Initiative 2.4 expanding employment
options through development projects.
CONCLUSION
Staff recommend that the City Council adopt a resolution approving a license agreement and fee with
SYNOOR LLC to allow for the installation of tiebacks within the Noor Avenue Public Right-of-Way as part of
the construction of the 410 Noor Avenue Residential Development and authorizing the City Manager to execute
the agreement and approving Budget Amendment Number 25.020.
Attachments:
1. Vicinity Map
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BC-2
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BC-4.5
BC-6
BC-LBC-K BC-K.7BC-JBC-HBC-GBC-E BC-E.9 BC-F BC-G.1 BC-H.5 BC-J.1BC-A.9 BC-CBC-B BC-B.1 BC-DBC-C.1 BC-D.1BC-A
1
1st FLOOR ELEV. +46.50' (0'-0")
B1 FLOOR EVEV. +35.33' (-11'-2")
B2 FLOOR ELEV. +25.16' (-21'-4")
S.O.G. THICKNESS 0'-5"
ROCK THICKNESS 0'-8"
PERIMETER FTG. THICKNESS 2'-0"
B.O.E. / FTG. +22.07' ± V.I.F.
B2 FLOOR ELEV. +25.16' (-21'-4")
ELEV. PIT ELEV. +20.16' (-26'-4")
SUMP PIT DEPTH 2'-0"
SUMP PIT SLAB 0'-10"
B.O.E +17.32' ± V.I.F.
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1PARTIAL SHORING PLAN
1/8"=1'-0"0'
SCALE:
1'
5'
10'
1/8"=1'-0"
1. FOR GENERAL NOTES REFER TO SHEET SH1.1.
2. FOR TYPICAL SHORING DETAILS REFER TO SHEET SH2.1.
3. FOR TYPICAL CONSTRUCTION GUARD RAIL REFER TO DETAIL 4/SH2.1.
4. EXISTING SITE CONDITIONS (SITE PLAN), GRID AND NEW IMPROVEMENTS SHOWN ARE FOR
REFERENCE ONLY AND MAY NOT REFLECT ALL SITE CONDITIONS AND ACCURATE
DIMENSIONS. SEE ARCHITECTURAL DRAWINGS FOR BUILDING GRID AND DIMENSIONS. SEE
PROJECT CIVIL PLANS FOR SITE AND CONDITIONS.
5. EXISTING UTILITIES SHOWN ON THIS PLAN ARE BASED ON RECORD LOCATIONS SHOWN ON
THE SITE TOPOGRAPHICAL SURVEY. ADDITIONAL UTILITIES MAY BE PRESENT. IT IS THE
CONTRACTOR'S RESPONSIBILITY TO CONFIRM AND/OR DETERMINE THE LOCATION OF ALL
UTILITIES AND DRILLING CLEARANCE PRIOR TO PROCEEDING WITH DRILLING OPERATIONS.
6. EXISTING UTILITIES TO BE ABANDONED AND IN CONFLICT WITH NEW SHORING SHALL BE
REMOVED BY GENERAL CONTRACTOR PRIOR TO SHORING INSTALLATION.
7. SHORING CONTRACTOR TO VERIFY QUANTITY OF SOLDIER PILES.
8. BUILDING B - B2 PAD ELEVATION FOR REFERENCE ONLY +24.74'± VERIFY WITH CIVIL
DRAWINGS.
SHORING NOTES:
NORTH
0
062-722-008-1
ASU
TRELAECIVRESDNUORG
R
E
D
N
U
G
I
D
U
OYEROFEBLLAC
RESTRAINED SOLDIER PILE SCHEDULE
SOLDIER
PILE
NUMBER
SHORING
TYPE
(T=TIEBACK)
MAX. CUT
HEIGHT
"H"
MIN. TOE
DEPTH
"D"
SOLDIER PILE
TOTAL
LENGTH
MINIMUM
PILE
SECTION
(GR. 50)
DSM
PILE
SPACING
TIEBACK
DL LOAD/ ANGLE
TIEBACK
TEST LOAD
TIEBACK
UNBONDED
LENGTH
ESTIMATED
TIEBACK
BONDED
LENGTH
ESTIMATED
TIEBACK
TOTAL
LENGTH
ESTIMATED
TIEBACK
TAIL
LENGTH
NUMBER
OF TIEBACK
STRANDS
MINIMUM
ELONGATION
(IN.)
THREADED
BAR SIZE
(GR 75)
MINIMUM
ELONGATION
(IN.)
SOLDIER
PILE COUNT
SEE NOTE 7
1-6 T - 4'-9" SLOPE 13'-0" 8'-6" 21'-6" W16x26 7'-0"54 KIPS/ 25° 67 KIPS 15'-0" 20'-0" 35'-0" 3'-0"2 0.92 --6
"H" 146-148 T - 2'-0" SLOPE 16'-6" 14'-0" 30'-6" W18x35 7'-0"105 KIPS/ 20°131 KIPS 15'-0" 37'-6" 52'-6" 3'-0" 3 1.17 - -3
7-9, 19-28 T - 4'-9" SLOPE 13'-0" 8'-6" 21'-6" W16x26 7'-0"54 KIPS/ 25° 67 KIPS 15'-0" 20'-0" 35'-0" 3'-0"2 0.92 --22
"H" 10-18 T - 4'-9" SLOPE 13'-0" 8'-6" 21'-6" W18x35 7'-0" 112 KIPS/ 25° 139 KIPS 15'-0" 40'-0" 55'-0" 3'-0" 4 0.96 - -22
"H" 127-135,
144, 145 T - 2'-0" SLOPE 18'-6" 14'-0" 32'-6" W18x35 7'-0"112 KIPS/ 20° 140 KIPS 15'-0" 40'-0" 55'-0" 3'-0"41.24 - - 11
29, 30, 36 T - 2'-0" SLOPE 18'-6" 10'-0" 28'-6" W14x74 7'-0" 81 KIPS/ 20° 101.5 KIPS 15'-0" 29'-0" 44'-0"3'-0" 3 0.92 - -3
'H" 70-98 T - 2'-0" SLOPE 20'-6" 7'-6" 28'-0" W16x31 7'-0"
79 KIPS/ 15° ROW 1
54 KIPS/ 15° ROW 2
98.5 KIPS ROW 1
67.5 KIPS ROW 2
12'-0"
10'-0"
23'-2"
19'-3"
35'-2"
29'-3"2'-0" - -
#11
#10
0.28
0.21 29
'H" 99-121 T - 2'-0" SLOPE 20'-6" 7'-6" 28'-0" W16x31 7'-0"
81 KIPS/ 20° ROW 1
54 KIPS/ 15° ROW 2
101 KIPS ROW 1
67.5 KIPS ROW 2
15'-0"
15'-0"
26'-3"
19'-3"
41'-3"
34'-3"3'-0"3
2
0.91
0.91 --23
"H" 122-126 T - 2'-0" SLOPE 20'-6" 13'-6" 34'-0" W18x35 7'-0"114.5 KIPS/ 20° 143 KIPS 15'-0" 41'-0" 56'-0" 3'-0"4 1.28 --5
37-69 T - 2'-0" SLOPE 20'-6" 10'-0" 30'-6"W14x74 7'-0"91 KIPS/ 20° 114 KIPS 15'-0" 32'-6" 47'-6" 3'-0" 3 1.04 --33
"H" 140-143 T - 2'-0" SLOPE 22'-6" 15'-0" 37'-6" W18x40 7'-0"119.5 KIPS/ 20° 149 KIPS 15'-0" 42'-6" 57'-6" 3'-0"4 1.00 --4
31-35 T - 2'-0" SLOPE 22'-6" 10'-0" 32'-6" W14x74 7'-0" 101.5 KIPS/ 20° 127 KIPS 15'-0" 36'-3" 51'-3" 3'-0" 3 1.16 - -5
"H" 136-139 T - 2'-0" SLOPE 23'-6" 16'-6" 40'-0"W21x44 7'-0"123 KIPS/ 20° 154 KIPS 15'-0" 44'-0" 59'-0" 3'-0"4 1.03 --4
** "H" DENOTES HEAVY SURCHARGE, 120,000 LB. POINT LOAD A MINIMUM OF 6'-0" CLEAR FROM FACE OF SHORING OR FROM TOP OF SLOPE.
THE MINIMUM ELONGATION IS 80% OF THE THEORETICAL ELONGATION AND INCLUDES A 3'-0" LONG STRESSING TAIL LENGTH.
STRUCTURAL ENGINEER
STAMP
ISSUE / REVISION
SCALE
S.E.R.
DESIGN
DRAWN
PROJECT No.
DRAWING TITLE
No. DESCRIPTION DATE
1300-B Old Bayshore Highway
San Jose, CA 95070
TEL: 650.302.0542
www.ASEsoil.com
41
0
N
O
O
R
A
V
E
N
U
E
SO
U
T
H
S
A
N
F
R
A
N
C
I
S
C
O
,
C
A
9
4
0
8
0
SY
R
E
S
-
4
1
0
N
O
O
R
-
B
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I
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D
I
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G
B
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M
P
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R
A
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S
H
O
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PERMIT DRAWINGS 11/09/2022
REVISION 01/09/20231
REVISION 01/26/2023
2
REVISION 03/17/20233
REVISION 04/10/20234
REVISION 06/07/20235
DATE SIGNED
06/07/2023
AS NOTED
IF PRINT SIZE IS
30"x42"
21030
BGC
BGC
BGC
All drawings and written material appearing herein constitute the original and unpublished work of theAmerican Subsurface Engineering and the same may not be duplicated, used or disclosed withoutthe written consent of the American Subsurface Engineering.
SHORING CONTRACTOR
1300 Old Bayshore HighwaySan Jose, CA 95112
TEL: 408.795.1700
www.amdrill.com
PROJECT NAME / LOCATION
REVISION 06/14/20236
PARTIAL
SHORING
PLAN
SH3.1
A-1 A-2
B-1
B-2
C-1
C-2
KEY PLAN
1
2
3 4
4
4
5
5
5
6
06/14/2023
$77$&+0(17
30
KKBC-KBC KBC KBBBBC-K BC-CJJJBC-JBC-JBC-JBBBBC-JHHHC-HCHCHCCCBCBCBCBBBBC-HGGGBC-GBC GBC GBBBBBBC-GEEEEBC-EBC-EBC-EBC EBC EBBBBBBBBBBBC-E 99999999.9999.9C-E.C-EEEC-ECEBCBCBCBCC-E.FFFFFFBC-FFFBC FBC FBBBBBC-F 111111.111C-G.CGCGBCBCBCC-G..555C-H.CHCHCCCCCCBCBCBCC-H..111C-J.C-JC-JCBCBCBCCBBBBBBC-J.CCCCC-CCCCC-BC-BCBCBCBBBBBC-CBBBBBC-BBC BBC BBC BBBBBBBBBBBBBC-B .1111C-B.CBCBCBCCCCCCCCCBCBCBCBCBCCCCC-B.DDDDDBC-DCBCDBC DBC DBC-DBBBBBBBBC-D11111.C-C.C CCCCCCCBC-C.BCBCBCBCC-C..11111C-D.DCDCDC-DBCBBCBCBCC-D.
F.G. +37.03'±3370+37FF
E.G. +37.74'±4'±EG +3774±G. EEE
F.G. +37.14'±F +37 14F.GF.G
.G. +37.79'±37 79±E.G.E.G.EG +3779±
F.G. +37.25'±37 25'±
E.G. +37.93'±EG +3793±EG +3793±
F.G. +37.37'±37'
E.G. +38.08'±EG +3808±EG +3808±
F.G. +37.48'±
+38.09'±+38 09±38 09±E.G. +38.EG +EG +3+38.
F.G. +37.59'±
E.G. +38.21'±EG +3821±E G +38 21'±E
F.G. +37.71'±+
+38.48'±+38 48±+38 48'±E.G. +EG +EG ++F.G. +37.79'±
E.G. +38.57'±G +38 57±G +38 57'±E.GEEGE.G F.G. +37.88'±
E.G. +38.66'±EG +3866±E G +38 66'±
F.G. +37.96'±±FF
E.G. +38.70'±EG +3870±±E G +38 70'±EEEE F.G. +38.04'±
E.G. +38.81'±EG +3881±E G +38 81'±81±F.G. +38.12'±. +
.90'±90±90'E.G. +38E G +38EG 38EG F.G. +38.19'±G. +3
E.G. +38.93'±EG +3893±E G +38 93'±
F.G. +38.27'±G
E.G. +39.05'±EG +3905±GE G +39 05'±
F.G. +38.33'±
E.G. +39.09'±EG +3909±E G +39 09'±
F.G. +38.40'±8
9.07'±907±907'±E.G. +39E G +39E G +399 F.G. +38.46'±G. +
E.G. +39.20'±EG +3920±E G +39 20'±
F.G. +38.52'±
E.G. +39.21'±EG +3921±E G +39 21'±
F.G. +38.60'±
E.G. +39.39'±EG +3939±E G +39 39'±
F.G. +38.67'±
E.G. +39.48'±EG +3948±EG +3948±
+38.75'±5'F.G. +38.75'±+±
±±±+39.59'±+39 59±+39 59±5E.G. +EG +EG ++±
F.G. +38.81'±
E.G. +39.49'±EG +3949±EG +3949±
F.G. +38.87'±
E.G. +39.58'±EG +3958±EG +3958±
F.G. +38.93'±
E.G. +39.58'±EG +3958±EG +3958±
G. +38.99'±9+38F.GG
G. +39.60'±6G +39 60±G +39 60±G. 39.60±E.G.EGEGE.GG F.G. +39.06'±
E.G. +39.64'±EG +3964±EG +3964±EG +3964±
-
Area of tieback
encroachment
City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-991 Agenda Date:10/23/2024
Version:1 Item #:5a.
Resolution approving a license agreement with SYNOOR LLC to allow for the installation of tiebacks within
the Noor Avenue Public Right-of-Way as part of the construction of the 410 Noor Avenue Residential
Development and approving Budget Amendment Number 25.020.
WHEREAS, 410 Noor Avenue, is being developed by SYNOOR LLC (“Developer”) to construct three new
buildings containing 338 residential units and supporting site improvements (“Project”); and
WHEREAS, the Project was approved by the City Council on December 1, 2022, via Resolution No.20-872;
and
WHEREAS, the construction of Building B requires a temporary shoring wall to support the adjacent earth
until the permanent basement walls are constructed; and
WHEREAS, the Project proposes to install 27 tiebacks within Noor Avenue all deeper than 20-feet below the
surface; and,
WHEREAS, the Developer and City staff have met and discussed multiple alternatives to the temporary
shoring and have ruled out other shoring options due to physical constraints and practical infeasibility; and,
WHEREAS, City staff determined that tiebacks will be allowed in the public Right-of-Way (“ROW”) subject to
the issuance of an Encroachment Permit and execution of a License Agreement; and,
WHEREAS, the License Agreement defines the License Area for tiebacks to extend into the Noor Avenue
ROW and the License Fee in the amount of $54,000; and,
WHEREAS, the City and Developer have reviewed and agreed upon the License Agreement attached hereto as
Exhibit A; and
WHEREAS, if approved, Budget Amendment Number 25.020 would increase budgeted revenues by $54,000
for fiscal year 2024-25.
THEREFORE, BE IT RESOLVED that the City Council of the City of South San Francisco hereby takes the
following actions:
1. Approves a License Agreement with SYNOOR LLC for tiebacks in the Public Right-of-Way, attached
hereto and incorporated herein as Exhibit A and with attachments in Exhibit B.
2. Authorizes the City Manager to execute the License Agreement in substantially the same form as
City of South San Francisco Printed on 11/14/2024Page 1 of 2
powered by Legistar™31
File #:24-991 Agenda Date:10/23/2024
Version:1 Item #:5a.
Exhibit A, and to execute any necessary documents to effectuate the License Agreement, subject to
review and approval as to form by the City Attorney and take any other action necessary to accomplish
the intent of this resolution and the accompanying staff report.
3. Approves Budget Amendment Number 25.020 to amend the Fiscal Year 2024-25 budget to add $54,000
to the Infrastructure Reserves.
*****
City of South San Francisco Printed on 11/14/2024Page 2 of 2
powered by Legistar™32
&YIJCJU"
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Fidelity National Title Company
CLTA Preliminary Report Form (Modified 11/17/06) Printed: 6/8/2022 12:05 PM by <<User Initials>>
lPrelm (DSI Rev. 04/10/20) Page 3 Order No.: 01005211-010-PA-SL0
EXHIBIT A
LEGAL DESCRIPTION
THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF SO. SAN FRANCISCO, IN THE
COUNTY OF SAN MATEO, STATE OF CALIFORNIA, AND IS DESCRIBED AS FOLLOWS:
Parcel One:
Parcel One, as shown on that certain Map entitled "Parcel Map 96-025", which Map was filed in the office of the
recorder of the County of San Mateo, State of California, on July 03, 1996 in Book 69 of Parcel Maps of Maps at
Page(s) 28 and 29.
Reserving therefrom an easement, not to be exclusive, for Sanitary Sewer purposes, as an appurtenance to and
for the benefit and use of Parcel Two as shown on said "Parcel Map 96-025" and any subsequent subdivision or
subdivisions thereof, under, over and across that portion of said Parcel One designated "10" Sanitary Sewer
Easement (Private) for the Benefit of Parcels Three and Two (through Parcel One) on said "Parcel Map 96-025".
Parcel Two:
An easement, not to be exclusive, for Sanitary sewer purposes, as an appurtenance to and for the benefit and
use of Parcel Three as shown on the above-referenced "Parcel Map 96-025" and any subsequent Subdivision
thereof, under, over and across those portions of Parcel Two as shown on said "Parcel Map 96-025" designated
"10" Sanitary Sewer Easement (Private) for the benefit of Parcel Three (through Parcel Two)" and Future 10'
Sanitary Sewer Easement (Private) to be Granted by separate Document on said "Parcel Map 96-025".
Parcel Three:
Parcels A and B, as shown on that certain Map entitled "Parcel Map, Century Plaza", which Map was filed in the
office of the recorder of the County of San Mateo, State of California, on October 19, 1984 in Book 55 of Parcel
Maps of Maps at Page(s) 23.
Certificate of Compliance recorded August 5, 2023 in Document No. 2023-042905, of Official Records.
APN: 014-183-220, 014-183-270, 014-183-230
([KLELW%/LFHQVH$JUHHPHQW$WWDFKPHQWV
92
EXHIBIT B
EXHIBIT “B”
License Area
(See Attached)
93
BC-2
BC-4
BC-5
BC-5.1
BC-6.1
BC-1
BC-2.5
BC-3
BC-3.3
BC-4.5
BC-6
BC-LBC-K BC-K.7BC-JBC-HBC-GBC-E BC-E.9 BC-F BC-G.1 BC-H.5 BC-J.1BC-A.9 BC-CBC-B BC-B.1 BC-DBC-C.1 BC-D.1BC-A
1
1st FLOOR ELEV. +46.50' (0'-0")
B1 FLOOR EVEV. +35.33' (-11'-2")
B2 FLOOR ELEV. +25.16' (-21'-4")
S.O.G. THICKNESS 0'-5"
ROCK THICKNESS 0'-8"
PERIMETER FTG. THICKNESS 2'-0"
B.O.E. / FTG. +22.07' ± V.I.F.
B2 FLOOR ELEV. +25.16' (-21'-4")
ELEV. PIT ELEV. +20.16' (-26'-4")
SUMP PIT DEPTH 2'-0"
SUMP PIT SLAB 0'-10"
B.O.E +17.32' ± V.I.F.
TYP.1
SH2.1
MATCH LINE, SEE SHEET SH3.2
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140
132
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133
2 3 4 5 2726252423222120191817161514131211109876
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145
146
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144
3
SH2.2
1
SH4.1
2
SH4.1
2
SH4.4
1
SH2.4
F.G. +37.03'±
E.G. +37.74'±
F.G. +37.14'±
E.G. +37.79'±
F.G. +37.25'±
E.G. +37.93'±
F.G. +37.37'±
E.G. +38.08'±
F.G. +37.48'±
E.G. +38.09'±
F.G. +37.59'±
E.G. +38.21'±
F.G. +37.71'±
E.G. +38.48'±F.G. +37.79'±
E.G. +38.57'±F.G. +37.88'±
E.G. +38.66'±F.G. +37.96'±
E.G. +38.70'±F.G. +38.04'±
E.G. +38.81'±F.G. +38.12'±
E.G. +38.90'±F.G. +38.19'±
E.G. +38.93'±
F.G. +38.27'±
E.G. +39.05'±
F.G. +38.33'±
E.G. +39.09'±F.G. +38.40'±
E.G. +39.07'±F.G. +38.46'±
E.G. +39.20'±F.G. +38.52'±
E.G. +39.21'±F.G. +38.60'±
E.G. +39.39'±F.G. +38.67'±
E.G. +39.48'±F.G. +38.75'±
E.G. +39.59'±
F.G. +38.81'±
E.G. +39.49'±
F.G. +38.87'±
E.G. +39.58'±
F.G. +38.93'±
E.G. +39.58'±F.G. +38.99'±
E.G. +39.60'±F.G. +39.06'±
E.G. +39.64'±F.G. +39.13'±
E.G. +39.69'±
1
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1PARTIAL SHORING PLAN
1/8"=1'-0"0'
SCALE:
1'
5'
10'
1/8"=1'-0"
1. FOR GENERAL NOTES REFER TO SHEET SH1.1.
2. FOR TYPICAL SHORING DETAILS REFER TO SHEET SH2.1.
3. FOR TYPICAL CONSTRUCTION GUARD RAIL REFER TO DETAIL 4/SH2.1.
4. EXISTING SITE CONDITIONS (SITE PLAN), GRID AND NEW IMPROVEMENTS SHOWN ARE FOR
REFERENCE ONLY AND MAY NOT REFLECT ALL SITE CONDITIONS AND ACCURATE
DIMENSIONS. SEE ARCHITECTURAL DRAWINGS FOR BUILDING GRID AND DIMENSIONS. SEE
PROJECT CIVIL PLANS FOR SITE AND CONDITIONS.
5. EXISTING UTILITIES SHOWN ON THIS PLAN ARE BASED ON RECORD LOCATIONS SHOWN ON
THE SITE TOPOGRAPHICAL SURVEY. ADDITIONAL UTILITIES MAY BE PRESENT. IT IS THE
CONTRACTOR'S RESPONSIBILITY TO CONFIRM AND/OR DETERMINE THE LOCATION OF ALL
UTILITIES AND DRILLING CLEARANCE PRIOR TO PROCEEDING WITH DRILLING OPERATIONS.
6. EXISTING UTILITIES TO BE ABANDONED AND IN CONFLICT WITH NEW SHORING SHALL BE
REMOVED BY GENERAL CONTRACTOR PRIOR TO SHORING INSTALLATION.
7. SHORING CONTRACTOR TO VERIFY QUANTITY OF SOLDIER PILES.
8. BUILDING B - B2 PAD ELEVATION FOR REFERENCE ONLY +24.74'± VERIFY WITH CIVIL
DRAWINGS.
SHORING NOTES:
NORTH
0
062-722-008-1
ASU
TRELAECIVRESDNUORG
R
E
D
N
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I
D
U
OYEROFEBLLAC
RESTRAINED SOLDIER PILE SCHEDULE
SOLDIER
PILE
NUMBER
SHORING
TYPE
(T=TIEBACK)
MAX. CUT
HEIGHT
"H"
MIN. TOE
DEPTH
"D"
SOLDIER PILE
TOTAL
LENGTH
MINIMUM
PILE
SECTION
(GR. 50)
DSM
PILE
SPACING
TIEBACK
DL LOAD/ ANGLE
TIEBACK
TEST LOAD
TIEBACK
UNBONDED
LENGTH
ESTIMATED
TIEBACK
BONDED
LENGTH
ESTIMATED
TIEBACK
TOTAL
LENGTH
ESTIMATED
TIEBACK
TAIL
LENGTH
NUMBER
OF TIEBACK
STRANDS
MINIMUM
ELONGATION
(IN.)
THREADED
BAR SIZE
(GR 75)
MINIMUM
ELONGATION
(IN.)
SOLDIER
PILE COUNT
SEE NOTE 7
1-6 T - 4'-9" SLOPE 13'-0" 8'-6" 21'-6" W16x26 7'-0"54 KIPS/ 25° 67 KIPS 15'-0" 20'-0" 35'-0" 3'-0"2 0.92 --6
"H" 146-148 T - 2'-0" SLOPE 16'-6" 14'-0" 30'-6" W18x35 7'-0"105 KIPS/ 20°131 KIPS 15'-0" 37'-6" 52'-6" 3'-0" 3 1.17 - -3
7-9, 19-28 T - 4'-9" SLOPE 13'-0" 8'-6" 21'-6" W16x26 7'-0"54 KIPS/ 25° 67 KIPS 15'-0" 20'-0" 35'-0" 3'-0"2 0.92 --22
"H" 10-18 T - 4'-9" SLOPE 13'-0" 8'-6" 21'-6" W18x35 7'-0" 112 KIPS/ 25° 139 KIPS 15'-0" 40'-0" 55'-0" 3'-0" 4 0.96 - -22
"H" 127-135,
144, 145 T - 2'-0" SLOPE 18'-6" 14'-0" 32'-6" W18x35 7'-0"112 KIPS/ 20° 140 KIPS 15'-0" 40'-0" 55'-0" 3'-0"41.24 - - 11
29, 30, 36 T - 2'-0" SLOPE 18'-6" 10'-0" 28'-6" W14x74 7'-0" 81 KIPS/ 20° 101.5 KIPS 15'-0" 29'-0" 44'-0"3'-0" 3 0.92 - -3
'H" 70-98 T - 2'-0" SLOPE 20'-6" 7'-6" 28'-0" W16x31 7'-0"
79 KIPS/ 15° ROW 1
54 KIPS/ 15° ROW 2
98.5 KIPS ROW 1
67.5 KIPS ROW 2
12'-0"
10'-0"
23'-2"
19'-3"
35'-2"
29'-3"2'-0" - -
#11
#10
0.28
0.21 29
'H" 99-121 T - 2'-0" SLOPE 20'-6" 7'-6" 28'-0" W16x31 7'-0"
81 KIPS/ 20° ROW 1
54 KIPS/ 15° ROW 2
101 KIPS ROW 1
67.5 KIPS ROW 2
15'-0"
15'-0"
26'-3"
19'-3"
41'-3"
34'-3"3'-0"3
2
0.91
0.91 --23
"H" 122-126 T - 2'-0" SLOPE 20'-6" 13'-6" 34'-0" W18x35 7'-0"114.5 KIPS/ 20° 143 KIPS 15'-0" 41'-0" 56'-0" 3'-0"4 1.28 --5
37-69 T - 2'-0" SLOPE 20'-6" 10'-0" 30'-6"W14x74 7'-0"91 KIPS/ 20° 114 KIPS 15'-0" 32'-6" 47'-6" 3'-0" 3 1.04 --33
"H" 140-143 T - 2'-0" SLOPE 22'-6" 15'-0" 37'-6" W18x40 7'-0"119.5 KIPS/ 20° 149 KIPS 15'-0" 42'-6" 57'-6" 3'-0"4 1.00 --4
31-35 T - 2'-0" SLOPE 22'-6" 10'-0" 32'-6" W14x74 7'-0" 101.5 KIPS/ 20° 127 KIPS 15'-0" 36'-3" 51'-3" 3'-0" 3 1.16 - -5
"H" 136-139 T - 2'-0" SLOPE 23'-6" 16'-6" 40'-0"W21x44 7'-0"123 KIPS/ 20° 154 KIPS 15'-0" 44'-0" 59'-0" 3'-0"4 1.03 --4
** "H" DENOTES HEAVY SURCHARGE, 120,000 LB. POINT LOAD A MINIMUM OF 6'-0" CLEAR FROM FACE OF SHORING OR FROM TOP OF SLOPE.
THE MINIMUM ELONGATION IS 80% OF THE THEORETICAL ELONGATION AND INCLUDES A 3'-0" LONG STRESSING TAIL LENGTH.
STRUCTURAL ENGINEER
STAMP
ISSUE / REVISION
SCALE
S.E.R.
DESIGN
DRAWN
PROJECT No.
DRAWING TITLE
No. DESCRIPTION DATE
1300-B Old Bayshore Highway
San Jose, CA 95070
TEL: 650.302.0542
www.ASEsoil.com
41
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9
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PERMIT DRAWINGS 11/09/2022
REVISION 01/09/20231
REVISION 01/26/2023
2
REVISION 03/17/20233
REVISION 04/10/20234
REVISION 06/07/20235
DATE SIGNED
06/07/2023
AS NOTED
IF PRINT SIZE IS
30"x42"
21030
BGC
BGC
BGC
All drawings and written material appearing herein constitute the original and unpublished work of theAmerican Subsurface Engineering and the same may not be duplicated, used or disclosed withoutthe written consent of the American Subsurface Engineering.
SHORING CONTRACTOR
1300 Old Bayshore HighwaySan Jose, CA 95112
TEL: 408.795.1700
www.amdrill.com
PROJECT NAME / LOCATION
REVISION 06/14/20236
PARTIAL
SHORING
PLAN
SH3.1
A-1 A-2
B-1
B-2
C-1
C-2
KEY PLAN
1
2
3 4
4
4
5
5
5
6
06/14/2023
94
KKBC-KBC KBC KBBBBC-K BC-CJJJBC-JBC-JBC-JBBBBC-JHHHC-HCHCHCCCBCBCBCBBBBC-HGGGBC-GBC GBC GBBBBBBC-GEEEEBC-EBC-EBC-EBC EBC EBBBBBBBBBBBC-E 99999999.9999.9C-E.C-EEEC-ECEBCBCBCBCC-E.FFFFFFBC-FFFBC FBC FBBBBBC-F 111111.111C-G.CGCGBCBCBCC-G..555C-H.CHCHCCCCCCBCBCBCC-H..111C-J.C-JC-JCBCBCBCCBBBBBBC-J.CCCCC-CCCCC-BC-BCBCBCBBBBBC-CBBBBBC-BBC BBC BBC BBBBBBBBBBBBBC-B .1111C-B.CBCBCBCCCCCCCCCBCBCBCBCBCCCCC-B.DDDDDBC-DCBCDBC DBC DBC-DBBBBBBBBC-D11111.C-C.C CCCCCCCBC-C.BCBCBCBCC-C..11111C-D.DCDCDC-DBCBBCBCBCC-D.
F.G. +37.03'±3370+37FF
E.G. +37.74'±4'±EG +3774±G. EEE
F.G. +37.14'±F +37 14F.GF.G
.G. +37.79'±37 79±E.G.E.G.EG +3779±
F.G. +37.25'±37 25'±
E.G. +37.93'±EG +3793±EG +3793±
F.G. +37.37'±37'
E.G. +38.08'±EG +3808±EG +3808±
F.G. +37.48'±
+38.09'±+38 09±38 09±E.G. +38.EG +EG +3+38.
F.G. +37.59'±
E.G. +38.21'±EG +3821±E G +38 21'±E
F.G. +37.71'±+
+38.48'±+38 48±+38 48'±E.G. +EG +EG ++F.G. +37.79'±
E.G. +38.57'±G +38 57±G +38 57'±E.GEEGE.G F.G. +37.88'±
E.G. +38.66'±EG +3866±E G +38 66'±
F.G. +37.96'±±FF
E.G. +38.70'±EG +3870±±E G +38 70'±EEEE F.G. +38.04'±
E.G. +38.81'±EG +3881±E G +38 81'±81±F.G. +38.12'±. +
.90'±90±90'E.G. +38E G +38EG 38EG F.G. +38.19'±G. +3
E.G. +38.93'±EG +3893±E G +38 93'±
F.G. +38.27'±G
E.G. +39.05'±EG +3905±GE G +39 05'±
F.G. +38.33'±
E.G. +39.09'±EG +3909±E G +39 09'±
F.G. +38.40'±8
9.07'±907±9 07'±E.G. +39E G +39E G +399 F.G. +38.46'±G. +
E.G. +39.20'±EG +3920±E G +39 20'±
F.G. +38.52'±
E.G. +39.21'±EG +3921±E G +39 21'±
F.G. +38.60'±
E.G. +39.39'±EG +3939±E G +39 39'±
F.G. +38.67'±
E.G. +39.48'±EG +3948±EG +3948±
+38.75'±5'F.G. +38.75'±+±±
±±±+39.59'±+39 59±+39 59±5E.G. +EG +EG ++±
F.G. +38.81'±
E.G. +39.49'±EG +3949±EG +3949±
F.G. +38.87'±
E.G. +39.58'±EG +3958±EG +3958±
F.G. +38.93'±
E.G. +39.58'±EG +3958±EG +3958±
G. +38.99'±9+38F.GG
G. +39.60'±6G +39 60±G +39 60±G. 39.60±E.G.EGEGE.GG F.G. +39.06'±
E.G. +39.64'±EG +3964±EG +3964±EG +3964±
-
Area of tieback
encroachment
EXHIBIT C
EXHIBIT “C”
License Area
(See Attached)
95
GENERAL NOTES
A. THE INFORMATION PRESENTED IN THESE DRAWINGS COMPRISES THE DESIGN OF TEMPORARY SHORING SYSTEM(S). THE
TEMPORARY SYSTEM(S) IS(ARE) INTENDED TO BE A CONSTRUCTION BULKHEAD TO ALLOW EXCAVATION FOR THE
PROPOSED BUILDING STRUCTURE WHILE RETAINING THE SURROUNDING EARTH, (ADJACENT STREETS AND OR BUILDINGS).
B. AMERICAN SUBSURFACE ENGINEERING, IS RESPONSIBLE FOR THE DESIGN OF THE TEMPORARY SHORING SYSTEM(S) ONLY.
IT IS THEREFORE NECESSARY TO CONSTRUCT PERMANENT EARTH RETENTION STRUCTURES TO PROVIDE PERMANENT
SUPPORT. IT IS ASSUMED THAT THE TEMPORARY EARTH RETENTION SYSTEM WILL BE IN SERVICE FOR APPROXIMATELY
ONE YEAR OR LESS.
C. THESE DRAWINGS AND THE CONTENTS ARE AND SHALL REMAIN THE PROPERTY OF AMERICAN SUBSURFACE ENGINEERING,
INC., AND AMERICAN DRILLING, INC. THE INFORMATION CONTAINED IN THESE DRAWINGS IS NOT TO BE TRANSMITTED TO
ANY OTHER ORGANIZATION UNLESS SPECIFICALLY AUTHORIZED BY AMERICAN SUBSURFACE ENGINEERING, INC., AND
AMERICAN DRILLING, INC. ANY USE BY ANY THIRD PARTY ENTITY (CONTRACTOR, ETC.) WITHOUT THE EXPRESSED WRITTEN
CONSENT AND COMPENSATION OF AMERICAN SUBSURFACE ENGINEERING, INC., AND AMERICAN DRILLING, INC., IS
PROHIBITED.
D. THE TERM "SHORING CONTRACTOR" USED IN THESE NOTES AND DRAWINGS IS AMERICAN DRILLING, INC. THE TERM
"SHORING ENGINEER" REFERS TO AMERICAN SUBSURFACE ENGINEERING, INC. THE TERM "GEOTECHNICAL ENGINEER"
REFERS TO LANGAN.
E. ALL SOLDIER PILES, TIEBACKS, DEEP SOIL MIX LAGGING ARE TO BE INSTALLED BY THE SHORING CONTRACTOR. THE
DESIGN OF THE TEMPORARY SHORING SYSTEM(S) IS(ARE) BASED UPON THE FOLLOWING AVAILABLE INFORMATION:
1. ARCHITECTURAL DRAWINGS, PREPARED BY BDE ARCHITECTURE, PROJECT NO. 1602, DATED APRIL 4, 2022, AND PARTIAL
ARCHITECTURAL DRAWINGS PLAN CHECK RESPONSE 1, DATED JULY 5, 2022.
2. STRUCTURAL DRAWINGS, PREPARED BY DCI ENGINEERS, PROJECT NO. 21081-0074, DATED APRIL 4, 2022, AND PARTIAL
STRUCTURAL DRAWINGS PLAN CHECK RESPONSE 1, DATED JULY 5, 2022.
3. GEOTECHNICAL REPORT 750641301, PREPARED BY LANGAN, DATED JUNE 11, 2021.
4. SITE TOPOGRAPHICAL SURVEY AND CIVIL DRAWING, PREPARED BY BKF ENGINEERS, DATED JULY 5, 2022.
F. ALL CONSTRUCTION, MATERIAL, AND WORKMANSHIP SHALL COMPLY WITH ALL APPLICABLE REQUIREMENTS OF CALIFORNIA
CONSTRUCTION AND GENERAL INDUSTRY SAFETY ORDERS, THE OCCUPATIONAL SAFETY AND HEALTH ACT, THE
CONSTRUCTION SAFETY ACT AND LATEST EDITION OF THE FOLLOWING CODES:
1. INTERNATIONAL CODE COUNCIL, 2019 CALIFORNIA BUILDING CODE, CALIFORNIA CODE OF REGULATIONS, TITLE 24, PART
1 AND 2;
2. AMERICAN INSTITUTE OF STEEL CONSTRUCTION; AISC 360 SPECIFICATION FOR STRUCTURAL STEEL BUILDINGS;
3. AMERICAN WELDING SOCIETY; STRUCTURAL WELDING CODE-STEEL D1.1/D1.1M;
4. AMERICAN CONCRETE INSTITUTE; ACI 301 SPECIFICATIONS FOR STRUCTURAL CONCRETE;
5. AMERICAN CONCRETE INSTITUTE; ACI 318 BUILDING CODE REQUIREMENTS FOR STRUCTURAL CONCRETE;
6. ASTM INTERNATIONAL; TESTING AND MATERIALS;
G. DO NOT USE SCALED DIMENSIONS. USE WRITTEN DIMENSIONS OR WHERE NO DIMENSION IS PROVIDED, CONSULT WITH THE
SHORING ENGINEER FOR CLARIFICATION BEFORE PROCEEDING WITH THE WORK. COORDINATE ALL DIMENSIONS WITH
ARCHITECTURAL AND STRUCTURAL DRAWINGS BEFORE PROCEEDING WITH THE WORK.
H. THE GENERAL CONTRACTOR SHALL COORDINATE THESE DRAWINGS WITH DRAWINGS AND SPECIFICATIONS PREPARED BY
THE BUILDING ARCHITECT AND STRUCTURAL ENGINEER REGARDING THE NEW AND EXISTING CONSTRUCTION AND
CONDITIONS. THE GENERAL CONTRACTOR SHOULD RESOLVE ANY CONFLICTS ON THE DRAWINGS WITH THE BUILDING
ARCHITECT AND STRUCTURAL ENGINEER BEFORE PROCEEDING WITH CONSTRUCTION.
I. THE CONTRACTOR MUST SUBMIT IN WRITING ANY REQUESTS FOR MODIFICATIONS TO THE PLANS.
J. THE SHORING ENGINEER HAS MADE ASSUMPTIONS CONCERNING THE SOUNDNESS OF THE BUILDINGS ON THE PROPERTIES
ADJACENT TO AND ON THE SITE. THESE ASSUMPTIONS ARE THAT THESE BUILDINGS AND STRUCTURES WERE DESIGNED IN
CONFORMITY WITH GOOD DESIGN PRACTICES. THE SHORING CONTRACTOR SHOULD TAKE EXTRAORDINARY PRECAUTIONS
CONCERNING THE PRESERVATION OF THE ADJACENT PROPERTIES. THE STABILITY OF ALL THE ELEMENTS OF THE
BUILDING SHOULD BE CAREFULLY CHECKED BEFORE DOING ANY WORK ON EXISTING STRUCTURES. ALL PORTIONS OF
STRUCTURE THAT MAY BE WEAKENED BY REMOVAL OF EXISTING CONSTRUCTION SHOULD BE BRACED OR STRENGTHENED
UNTIL NEW CONSTRUCTION IS IN PLACE.
K. IT IS DIFFICULT TO ACCURATELY PREDICT THE AMOUNT OF DEFLECTION OF A SHORED EMBANKMENT. IT SHOULD BE
REALIZED, HOWEVER, THAT SOME DEFLECTION WILL OCCUR. WE WOULD ESTIMATE THAT THIS DEFLECTION COULD BE ON
THE ORDER OF 12 INCH TO 1 INCH AT THE TOP OF THE SHORED EMBANKMENT. THE GENERAL CONTRACTOR SHALL BE
RESPONSIBLE AND LIABLE FOR MINOR CRACKING OR SETTLEMENT OF THE EXISTING STREET SIDEWALK, CURBS, GUTTER,
UTILITIES, PAVEMENT, BUILDING, OR ANY OTHER STRUCTURES THAT MAY OCCUR DURING INSTALLATION OF THE WORK, OR
THAT ARE CAUSED BY VIBRATION OF MACHINERY OR EQUIPMENT.
L. IF ANY HORIZONTAL OR VERTICAL MOVEMENT OF THE SOLDIER PILES REACHES 0.04 FEET (
12 INCH), THE SHORING
ENGINEER AND THE GEOTECHNICAL ENGINEER SHALL EVALUATE SUCH MOVEMENT AND RECOMMEND CORRECTIVE
MEASURES, IF NECESSARY, BEFORE EXCAVATION IS CONTINUED.
M. THE SHORING CONTRACTOR SHALL COORDINATE THE USE OF THE DRILL RIG AND OTHER EQUIPMENT USED TO INSTALL
SOLDIER PILES.
N. THE GENERAL CONTRACTOR SHALL LIMIT HEAVY VEHICULAR TRAFFIC AND STORAGE OF MATERIAL WITHIN 10 FEET OF THE
SHORING BULKHEAD OR THE TOP OF SLOPED EMBANKMENTS. THE MAXIMUM ALLOWABLE CONSTRUCTION LOAD IS LIMITED
TO 200 POUNDS PER SQUARE FOOT.
O. THE GENERAL CONTRACTOR SHALL PROVIDE MEANS TO PREVENT SURFACE WATER FROM ENTERING THE EXCAVATION
OVER THE TOP OF SHORING AND CUT SLOPES.
P. THE GENERAL CONTRACTOR SHALL COORDINATE THE MASS EXCAVATION WITH THE WORK TO PREVENT UNSAFE OVER
EXCAVATION. EXCAVATION SHALL BE CONDUCTED IN SUCH A MANNER AS TO PREVENT CAVING OF BANKS AND LOSS OF
GROUND. EXCAVATION SHALL BE DONE IN STEPS, BEING COORDINATED WITH THE INSTALLATION OF THE BULKHEAD AS
OUTLINED UNDER "INSTALLATION PROCEDURES".
Q. THE GENERAL CONTRACTOR SHALL COORDINATE THE USE OF HEAVY OR EARTH MOVING EQUIPMENT AND COMPACTION
EQUIPMENT. DAMAGE INDUCED AS A RESULT OF VIBRATIONS CAUSED BY THIS EQUIPMENT IS THE RESPONSIBILITY OF
OTHERS.
R. THE GENERAL CONTRACTOR WILL BE RESPONSIBLE FOR THE REMOVAL OF WATER WITHIN THE SITE TO ALLOW THE
EXCAVATION AND CONSTRUCTION TO PROCEED. THE CONTRACTOR SHALL BE RESPONSIBLE FOR CONTROL OF WATER
RELATED TO DRILLING AND SOLDIER PILE INSTALLATION. PROCEDURES FOR THIS WORK ARE SUBJECT TO REVIEW BY THE
GEOTECHNICAL ENGINEER.
S. THE OWNER AND GENERAL CONTRACTOR SHALL BE RESPONSIBLE FOR PROVIDING APPROPRIATE METHODS TO DEWATER
THE SITE AND THE REMOVAL OF WATER WITHIN THE SITE TO ALLOW THE EXCAVATION AND CONSTRUCTION TO PROCEED.
PROCEDURES FOR THIS WORK ARE SUBJECT TO REVIEW BY THE GEOTECHNICAL ENGINEER.
T. UTILITY INFORMATION SHOWN ON THESE DRAWINGS ARE PER SURVEY PLAN(S) PREPARED BY PROJECT CIVIL ENGINEER. IT
MAY NOT BE COMPLETE AND MAY NOT REFLECT CHANGES, REMODELING, OR INTERNAL CONDITIONS. THE GENERAL
CONTRACTOR SHALL DETERMINE THE EXACT LOCATION OF ALL EXISTING UTILITIES BEFORE COMMENCING WITH DRILLING
OR DRIVING OPERATIONS. THE GENERAL CONTRACTOR AGREES TO BE FULLY RESPONSIBLE FOR ANY AND ALL DAMAGES
THAT MIGHT BE OCCASIONED BY ITS FAILURE TO EXACTLY LOCATE AND PRESERVE ANY AND ALL UNDERGROUND UTILITIES.
THE ENGINEER SHALL BE CONSULTED IF UTILITY LINES OR PIPING IS ENCOUNTERED DURING DRILLING OPERATION. CARE
SHALL BE USED IN DRILLING SO THAT THE FOLLOWING INDICATIONS OF UTILITIES IN THE PATH OF DRILLING ARE
RECOGNIZED:
1. ABNORMAL RESISTANCE TO DRILLING.
2. FOREIGN MATERIALS PULLED FROM THE HOLE.
U. THE GENERAL CONTRACTOR SHALL PROVIDE BARRICADES TO PROTECT PEDESTRIANS AND VEHICLES FROM HARM. SAFETY
RAILING AT THE TOP OF SHORING SHALL BE CONSTRUCTED AND MAINTAINED BY OTHERS.
V. IF THE GENERAL CONTRACTOR WISHES TO PROPOSE ALTERNATIVE PROCEDURES, MATERIALS, AND CONSTRUCTION
DETAILS. THE GENERAL CONTRACTOR SHALL PAY FOR ALL ENGINEERING SERVICES ASSOCIATED WITH THE DESIGN OR
EVALUATION OF THE ALTERNATIVE AND SHALL PAY ALL ADDITIONAL SERVICES SUCH AS INSPECTION RESULTING FROM THE
ALTERNATIVE.
W. SHORING CONTRACTOR SHALL COORDINATE HANDLING OF DRILL CUTTINGS AND FLUIDS WITH GENERAL CONTRACTOR.
DISPOSAL OF DRILLING CUTTINGS AND FLUIDS FROM THE EXCAVATION TO STOCKPILE AREA WILL BE THE RESPONSIBILITY
OF THE GENERAL CONTRACTOR.
HAZARDOUS MATERIALS IN EXISTING CONSTRUCTION
AMERICAN SUBSURFACE ENGINEERING ASSUMES NO RESPONSIBILITY FOR THE MANAGEMENT OF HAZARDOUS MATERIALS
THAT MAY BE ON THE SITE OR WITHIN EXISTING BUILDINGS.
A. AMERICAN SUBSURFACE ENGINEERING HAS NOT PERFORMED INVESTIGATIONS TO DETERMINE THE PRESENCE OF
HAZARDOUS MATERIALS. THE OWNER WILL PROVIDE THE RESULTS OF SUCH INVESTIGATIONS IF THEY HAVE BEEN
PERFORMED.
B. THE CONTRACTOR SHALL BE RESPONSIBLE FOR ENSURING THAT PERSONNEL WITHIN THE WORK AREA ARE PROTECTED
FROM EXPOSURE TO HAZARDOUS MATERIALS. IF HAZARDOUS MATERIALS ARE DISCOVERED, THE CONTRACTOR SHALL
IMMEDIATELY NOTIFY THE OWNER AND CEASE WORK UNTIL CONDITIONS CAN BE MAINTAINED IN COMPLIANCE WITH ALL
APPLICABLE REGULATIONS.
MATERIALS
A. STRUCTURAL STEEL
1. GENERAL: ALL STEEL SHALL BE IDENTIFIED AS REQUIRED BY CBC SECTION 2203.1. STEEL WHICH IS NOT PROPERLY
IDENTIFIED SHALL BE TESTED TO SHOW CONFORMANCE WITH REQUIREMENTS OF APPLICABLE ASTM STANDARD AT
CONTRACTOR'S EXPENSE.
2. SHAPES:
W,WT A572 GRADE 50
3. STRUCTURAL TUBES:
HSS ROUND A500, GR. B (42 KSI)
PIPE A53, TYPE S, GR. B
4. OTHER SHAPES AND PLATES: ASTM A36, ASTM A572 GR. 50 AS NOTED.
5. WELDING FILLER MATERIAL: AWS D1.1; TYPE REQUIRED FOR BASE METALS BEING WELDED.
6. ELECTRODES SHALL BE E70XX, LOW HYDROGEN, UNLESS OTHERWISE
B. TIEBACK STRAND ANCHORS SHALL CONFORM TO THE FOLLOWING:
1. TIEBACK STRAND ANCHORS UTILIZE 0.6" DIAMETER 7-WIRE, WELDLESS, LOW-RELAXATION AND SHALL CONFORM TO
ASTM A416.
2. HAVE A MINIMUM ULTIMATE STRENGTH OF 270,000 PSI AND MAY BE PROOF TESTED TO 80% OF THE ULTIMATE
STRENGTH. LOCK-OFF LOAD SHALL NOT EXCEED 70% OF THE ULTIMATE STRENGTH.
C. THREADED BAR ANCHORS SHALL CONFORM TO THE FOLLOWING:
1. THREADED BARS BY DYWIDAG-SYSTEMS INTERNATIONAL OR APPROVED EQUAL.
2. GRADE 75, #6 - #11, #24, AND #28 THREADED BARS SHALL CORM TO ASTM A615 AND SHALL HAVE A MINIMUM YIELD
STRENGTH OF 75 KSI AND AN ULTIMATE STRENGTH OF 100 KSI AND MAY BE PROOF TESTED TO 90% OF YIELD.
3. GRADE 80, #14, #18, AND #20 THREADED BARS SHALL CORM TO ASTM A615 AND SHALL HAVE A MINIMUM YIELD
STRENGTH OF 80 KSI AND AN ULTIMATE STRENGTH OF 106 KSI AND MAY BE PROOF TESTED TO 90% OF YIELD.
4. GRADE 100, #6 - #11, #14, #18, AND #20 THREADED BARS SHALL CONFORM TO ASTM A722 AND SHALL HAVE A MINIMUM
YIELD STRENGTH OF 100 KSI AND AN ULTIMATE STRENGTH OF 114.5 KSI AND MAY BE PROOF TESTED TO 90% OF YIELD.
5. GRADE 150, 1”, 1¼”, 1⅜”, 1¾”, 2¼”, 2½”, AND 3” DIAMETER THREADED BARS SHALL CONFORM TO ASTM A722 AND SHALL
HAVE A MINIMUM YIELD STRENGTH OF 120 KSI AND AN ULTIMATE STRENGTH OF 150 KSI AND MAY BE PROOF TESTED TO
80% OF YIELD.
D. CENTRALIZERS SHALL BE PLACED AT 10-FOOT INTERVALS IN THE BONDED LENGTH STARTING AT THE LOWER END SO THAN
NO LESS THAN 0.5 INCHES OF GROUT COVER IS ACHIEVED ALONG THE BARS. CENTRALIZERS AND SPACERS MAY BE MADE
OF ANY MATERIAL, EXCEPT WOOD, NOT DELETERIOUS TO THE STEEL OR PLASTIC SHEATHING.
E. ANCHORAGE DEVICES AND ROD COUPLERS FOR TIEBACKS SHALL HAVE SUITABLE PHYSICAL PROPERTIES TO FULLY
DEVELOP THE MINIMUM GUARANTEED ULTIMATE STRENGTH OF THE TIEBACK RODS OR STRANDS.
F. ALL THREADED RODS SHALL CONFORM TO ASTM SPECIFICATION A-307.
G. CEMENT: ASTM C150 TYPE II-V.
H. TIEBACK GROUT TO BE USED FOR THE BONDED LENGTH SHALL CONSIST OF A PUMPABLE MIXTURE OF CEMENT, SAND,
WATER, AND ADMIXTURES (SAND MAY BE OMITTED IF BATCHED ON-SITE). CEMENT GROUT SHALL BE MADE WITH
WATER/CEMENT RATIO OF 0.4 TO 0.45 BY WEIGHT. CHEMICAL ADDITIVES WHICH CAN CONTROL BLEED OR RETARD SET MAY
BE USED. EXPANSIVE ADDITIVES WILL NOT BE ALLOWED. ADDITIVES, IF USED, SHALL BE MIXED IN ACCORDANCE WITH THE
MANUFACTURER'S RECOMMENDATIONS. THE GROUT SHALL BE CAPABLE OF REACHING A CUBE STRENGTH (AASHTO T-106)
OF 1,500 PSI IN 3 DAYS AND 3,000 PSI IN 28 DAYS.
I. LEAN CONCRETE SHALL CONTAIN A MINIMUM OF 2 SACKS OF CEMENT PER CUBIC YARD.
J. DRYPACK TO CONSIST OF 2-PARTS SAND AND 1-PART CEMENT.
K. NON SHRINK GROUT SHALL BE "SIKAGROUT 212" OR EQUAL.
L. WOOD LAGGING SHALL BE ROUGH DOUGLAS FIR NO. 3, GRADED IN ACCORDANCE WITH GRADING RULES FOR WESTERN
LUMBER AND PRESSURE TREATED FOR GROUND CONTACT.
M. ALL STRUCTURAL MEMBERS SHOWN MAYBE SUBSTITUTED WITH EQUAL OR GREATER SIZES. USED STEEL AND LAGGING
MAY BE SUBSTITUTED FOR NEW MATERIALS IF THEY CONFORM TO REQUIREMENTS OF NEW MATERIALS.
OBSERVATIONS
A.GEOTECHNICAL OBSERVATIONS: THE GEOTECHNICAL ENGINEER OF RECORD SHALL PERFORM THE FOLLOWING
OBSERVATION SERVICES. ALL OBSERVATIONS ARE DEEMED AS PERIODIC OBSERVATIONS, OR AS REQUIRED BY THE
PROJECT GEOTECHNICAL ENGINEER. IF THE ACTUAL FIELD CONDITIONS VARY FROM THE ANTICIPATED CONDITIONS;
ADJUSTMENTS SHALL BE MADE AT THE DISCRETION OF THE PROJECT GEOTECHNICAL ENGINEER.
1. REVIEW SOIL STRATA;
2. REVIEW INSTALLATION OF DEEP SOIL MIXED SOLDIER PILES;
3. REVIEW INSTALLATION OF DEEP SOIL MIX LAGGING;
4. REVIEW ANY TEMPORARY SLOPE CUTS;
5. REVIEW INSTALLATION AND TESTING OF TIEBACKS;
B.STRUCTURAL OBSERVATIONS: THE SHORING ENGINEER SHALL PERIODICALLY REVIEW THE PROGRESS OF THE WORK FOR
GENERAL CONFORMANCE WITH THE CONTRACT DOCUMENTS. HOWEVER, THIS REVIEW SHALL NOT BE CONSTRUED AS
SPECIAL INSPECTION. THE CONTRACTOR SHALL NOTIFY THE STRUCTURAL ENGINEER FOR STRUCTURAL OBSERVATION(S)
OF THE FOLLOWING ITEM(S) AT LEAST 48 HOURS PRIOR TO PROCEEDING WITH WORK THAT WOULD PREVENT
OBSERVATION, UNLESS OTHERWISE NOTED.
1. SHORING ENGINEER SHALL PROVIDE STRUCTURAL OBSERVATION FOR THE COMPLETED INSTALLATION OF THE
TEMPORARY SHORING SYSTEM TO ENSURE THAT THE WORK IS DONE ACCORDING TO THE DRAWINGS. SUCH SERVICE
SHALL NOT BE CONSTRUED AS SUPERVISION OF ACTUAL CONSTRUCTION OR THE ASSUMPTION OF RESPONSIBILITY FOR
PROVIDING A SAFE PLACE FOR THE PERFORMANCE OF WORK BY CONTRACTORS.
SPECIAL INSPECTIONS AND TESTING
A. THE OWNER SHALL EMPLOY QUALIFIED SPECIAL INSPECTORS, ACCEPTABLE TO THE ENFORCEMENT AGENCY AND TO
PERFORM INSPECTIONS IN ACCORDANCE WITH SECTIONS 110, AND CHAPTER 17 OF THE CBC.
B. SPECIAL INSPECTORS SHALL BE QUALIFIED BY TRAINING AND EXPERIENCE FOR THE REQUIRED INSPECTIONS. INSPECTORS
WILL THOROUGHLY REVIEW APPLICABLE PORTIONS OF THE CONSTRUCTION DOCUMENTS. INSPECTORS WILL PERFORM ALL
DUTIES AND RESPONSIBILITIES AS REQUIRED BY CBC SECTION 4-342.
C. THE FOLLOWING SPECIAL INSPECTION ITEMS SHALL BE PERFORMED BY AN AGENCY SELECTED AND PROVIDED BY THE
OWNER OF THE PROJECT IN ACCORDANCE WITH THE CITY OF SOUTH SAN FRANCISCO AND APPROVED BY THE SHORING
ENGINEER.
1. ALL GEOTECHNICAL OBSERVATIONS LISTED UNDER OBSERVATIONS, UNLESS PERFORMED BY THE PROJECT
GEOTECHNICAL ENGINEER.
2. TIEBACKS: FULLTIME OBSERVATION OF ALL TESTING SHALL BE PERFORMED BY PROJECT GEOTECHNICAL ENGINEER, OR
SHORING ENGINEER, OR BY A SPECIAL INSPECTOR KNOWLEDGEABLE IN TIEBACK TESTING.
3. FILLET WELDS PER SECTION 1704 OF THE CALIFORNIA BUILDING CODE (CBC):
a. MULTI-PASS FILLET WELDS: CONTINUOUS INSPECTION (REFER TO AWS D1.1)
b. COMPLETE AND PARTIAL PENETRATION GROOVE WELDS: CONTINUOUS INSPECTION (REFER TO AWS D1.1)
MONITORING PROGRAM
A. THE OWNER SHALL EMPLOY AN INDEPENDENT LICENSED LAND SURVEYOR OR QUALIFIED CIVIL ENGINEER TO WORK WITH
THE GENERAL CONTRACTOR TO PERFORM THIS MONITORING PROGRAM.
B. IT IS AMERICAN SUBSURFACE ENGINEERING UNDERSTANDING THAT THE OWNER SHALL COMPLY TO THE REQUIREMENTS
AS OUTLINED IN THIS PROJECT SPECIFIC MONITORING PROGRAM. IF THE MONITORING PROGRAM IS NOT PERFORMED OR
IMPLEMENTED, AMERICAN SUBSURFACE ENGINEERING CANNOT ASSUME ANY RESPONSIBILITY FOR ANY POTENTIAL CLAIMS
THAT MAY ARISE DURING OR AFTER CONSTRUCTION AS A RESULT OF ANY HORIZONTAL OR VERTICAL MOVEMENT THAT MAY
TAKE PLACE. PRIOR TO SHORING WORK AT THE SITE, A VISUAL SURVEY SHALL BE MADE AND PHOTOGRAPHS TAKEN (BY
OWNER OR GENERAL CONTRACTOR) OF IMPROVEMENTS THAT ARE WITHIN 50'-0" OF THE SITE TO ESTABLISH EXISTING
CONDITIONS. CRACK MONITORS SHOULD BE PLACED ACROSS NOTABLE CRACKS IN NEARBY STRUCTURES AND BE
CHECKED DURING CONSTRUCTION.
C. ADJACENT BUILDINGS/ STREETS WITHIN 50'-0" OF THE PROPOSED EXCAVATION SHALL BE MONITORED (SURVEYED) FOR
HORIZONTAL AND VERTICAL MOVEMENT BY AN INDEPENDENT LICENSED LAND SURVEYOR OR QUALIFIED CIVIL ENGINEER
(PROVIDED BY OWNER) AT THE FOLLOWING LOCATIONS PROVIDED ACCESS FROM THE NEIGHBORS.
1. TOP OF THE SOLDIER PILES 40'-0” +/- ON CENTER;
2. CORNERS AND EVERY 25'-0' ALONG THE ADJACENT BUILDINGS;
D. AMERICAN SUBSURFACE ENGINEERING, RECOMMENDS THE FOLLOWING MONITORING POINTS BE SURVEYED FOR
HORIZONTAL AND VERTICAL MOVEMENT BY A LICENSED SURVEYOR AT THE FOLLOWING INTERVALS:
1. UPON INSTALLATION OF SOLDIER PILES;
2. UPON COMPLETION OF EACH ROW OF TIEBACKS;
3. ONCE PROJECT SITE EXCAVATION REACHES HALF OF SHORED HEIGHT;
4. MINIMUM EVERY 2 WEEKS DURING EXCAVATION;
5. UPON COMPLETION OF GENERAL EXCAVATION;
6. EVERY 3 WEEKS UNTIL NEW CONSTRUCTION REACHES STREET GRADE;
E. THE CONTRACTOR SHALL STOP EXCAVATION AND NOTIFY AMERICAN SUBSURFACE ENGINEERING AND THE GEOTECHNICAL
ENGINEER IF MORE THAN 0.04 FEET (12 INCH) OF HORIZONTAL OR VERTICAL MOVEMENT IS OBSERVED.
F. SURVEY MONITORING RESULTS SHALL BE SUBMITTED TO AMERICAN SUBSURFACE ENGINEERING AND THE GEOTECHNICAL
ENGINEER WITHIN 3-DAYS OF FIELD SURVEY MEASUREMENTS.
G. ADDITIONAL SURVEY MEASUREMENTS DURING OR AFTER CONSTRUCTION SHALL BE MADE IF REQUESTED BY AMERICAN
SUBSURFACE ENGINEERING OR LANGAN.
H. DURING SHORING AND NEW CONSTRUCTION, THE GENERAL CONTRACTOR SHALL VISUALLY MONITOR THE SHORING AND
UNDERPINNING SYSTEM(S) AND NEARBY IMPROVEMENTS ON A DAILY BASIS FOR INDICATIONS OF MOVEMENT. THE
GENERAL CONTRACTOR SHALL STOP EXCAVATION OPERATIONS IF DEFLECTION OR DISTRESS IS OBSERVED AND SHALL
IMMEDIATELY NOTIFY THE SHORING ENGINEER AND GEOTECHNICAL ENGINEER.
PROCEDURE FOR WET SOIL MIXING TIEBACK SOLDIER PILES
A. REMOVE EXISTING OBSTRUCTIONS (UTILITIES, CONCRETE OR OTHER IMPROVEMENTS TO BE ABANDONED) AND REROUTE
UTILITIES TO REMAIN THAT ARE IN CONFLICT WITH THE SHORING WORK.
B. THE CONTRACTOR SHALL BE HEREBY BE MADE FULLY AWARE OF THE POSSIBILITY OF AREAS OF SAND, GRAVEL, GRAVELY
SANDS, DUNE SANDS AND STIFF CLAYS AS SHOWN ON THE BORING LOGS.
C. SHAFTS SHALL BE WET SOIL-MIX USING AN IN-SITU METHOD OF SOIL MIXING. WET SOIL-MIXING MAY BE AS FOLLOWS:
1. SOIL MIXING TOOL SHALL BE DRILLED INTO THE GROUND.
2. GROUT SLURRY/ GROUT BENTONITE SLURRY IS TO BE PUMPED THROUGH THE HOLLOW STEM OF THE SHAFT AND
INJECTED INTO THE SOIL THROUGH NOZZLES LOCATED ON THE BACKSIDE OF THE ROTATING MIXING BLADES.
3. THE AUGER FLIGHTS AND MIXING BLADES SHALL MIX THE SOIL WITH THE GROUT SLURRY WHILE INJECTING THE GROUT
SLURRY AND SOIL MIXING UNTIL THE DESIGN DEPTH HAS BEEN REACHED.
4. WHEN DESIGN DEPTH HAS BEEN REACHED, TOOL ROTATION AND GROUT INJECTION SHALL CONTINUE AS THE TOOL IS
WITHDRAWN, LEAVING BEHIND A STABILIZED SOILCRETE COLUMN.
D. SOIL-MIX COLUMNS SHALL BE SOIL-MIXED WITH PORTLAND CEMENT GROUT AND BENTONITE AS-REQUIRED TO STABILIZE
SOIL-MIX COLUMN. COMPRESSIVE STRENGTH SHALL BE 100 PSI FOR PRIMARY PILES AND 100 PSI FOR SECONDARY PILES.
DEPENDING ON THE IN-SITU SOIL, THE VOLUME OF GROUT SLURRY MAY RANGE FROM 20% TO 40% BY VOLUME. THE
OPTIMAL PERCENT GROUT USED IN THE FIELD SHOULD BE EVALUATED AND SELECTED BY THE SHORING CONTRACTOR,
BASED ON THE DESIGN STRENGTH REQUIREMENTS SPECIFIED ON THESE DRAWINGS. ONCE DETERMINED, A CONSISTENT
PERCENT OF GROUT SHALL BE MAINTAINED THROUGHOUT THE CONSTRUCTION PROCESS.
E. SHORING CONTRACTOR SHALL PROVIDE THE PROJECT MATERIALS TESTING AGENCY/ LAB WITH WET SAMPLES OF THE
IN-SITU SOIL-CEMENT MIX FOR VISUAL EXAMINATION AND LABORATORY STRENGTH TESTING, PER ASTM D4832, IF DEEMED
APPROPRIATE. WET SAMPLES SHALL BE OBTAINED AT THE START OF CONSTRUCTION AND PERIODICALLY THROUGHOUT
THE SOIL MIXING PRODUCTION, AS REQUESTED BY THE GEOTECHNICAL ENGINEER AND OR SHORING ENGINEER. AT LEAST
ONE SAMPLE SHALL BE COLLECTED PER SHIFT FOR COMPRESSIVE TESTING AT 7, 14, 28, AND 56 DAYS (OR ONCE 100 PSI
HAS BEEN ACHIEVED) TO CONFIRM IN-SITU STRENGTHS.
F. PERMEABILITY SHALL BE NO GREATER THAN 1X10
-6 CM/SEC.
G. FLOW MONITORING (INSTALLATION LOG) OF THE GROUT SLURRY DELIVERY, GROUT FLOW, GROUT VOLUME, INCLINATION,
PENETRATION RATE, TORQUE, AND PADDLE ROTATION SPEED SHALL BE SUBMITTED TO THE PROJECT GEOTECHNICAL
ENGINEER, AND SHORING ENGINEER.
H. PLACE SOLDIER PILES. SOLDIER PILES SHALL BE LOCATED AS SHOWN ON THE SHORING PLANS AND SHALL BE INSTALLED
WITHIN THE FOLLOWING TOLERANCES. A STRUCTURAL TEMPLATE AS REQUIRED SHALL CONTROL ALIGNMENT OF SOLDIER
PILE.
1. SOLDIER PILES SHALL BE PLACED WITHIN 0 TO 3 INCHES OF THE BACK OF THE NEW FOUNDATION WALL OR SHORING
LINE.
2. LAYOUT OF SHORING FACE SHALL BE PER THE ARCHITECTURAL AND STRUCTURAL DRAWINGS.
3. CHANGES TO THE SOLDIER PILES BY MORE THAN 3 INCHES IN ANY DIRECTION SHOULD BE CONFIRMED WITH THE
SHORING ENGINEER PRIOR TO INSTALLATION.
I. START EXCAVATING ONCE THE COMPRESSIVE STRENGTH OF THE SOIL MIX COLUMN REACHES A MINIMUM STRENGTH OF 67
PSI, TO THE PRESCRIBED DEPTH OF THE TIEBACKS, WITH EXCAVATION NOT MORE THAN 2 FEET BELOW THE LEVEL OF THE
TIEBACKS.
J. DRILL TIEBACK HOLES TO THE DEPTH REQUIRED (USE CASING AS REQUIRED):
1. ONCE THE COMPRESSIVE STRENGTH OF THE SOIL MIX COLUMN REACHES A MINIMUM STRENGTH OF 75 PSI.
2. THE CONTRACTOR SHALL DESIGN THE TIEBACKS PENETRATION LENGTH BASED ON THE SITE SOIL REPORT AND ACTUAL
FIELD CONDITIONS.
3. THE CONTRACTOR WILL BE HELD RESPONSIBLE FOR REDRILL OR REPLACEMENT OF TIEBACKS THAT FAIL TO MEET TEST
LOADS AND ALL COSTS INVOLVED.
4. THE ANGLE OF TIEBACKS CAN BE INCREASED OR DECREASED BY 5 DEGREES IF IT IS DEEMED NECESSARY BY THE
CONTRACTOR, WITH PRIOR APPROVAL BY THE ENGINEER, IN ORDER TO MEET CONDITIONS IN THE FIELD.
5. INSTALL ANCHOR ROD OR STRANDS. FILL PENETRATION LENGTH AND UNBONDED LENGTH OF TIEBACK WITH GROUT.
THE CONCRETE SHALL BE PUMPED INTO PLACE FROM THE BACK OF THE HOLE TOWARD THE FRONT.
6. FILL THE BALANCE OF THE HOLE TIGHTLY WITH A LEAN SAND CONCRETE MIXTURE.
7. WHERE CAVING OCCURS, DRILLED HOLES SHALL BE CASED. CASING SHALL BE PULLED DURING GROUTING. THE
PLACEMENT OF GROUT SHALL BE PRESSURE PUMPED SO THAT ALL VOIDS ARE FILLED. ALTERNATELY, DRILLING SHALL
BE DONE WITH A CONTINUOUS FLIGHT AUGER WITH THE ANCHOR ROD OR STRANDS INSTALLED WITHIN THE STEM OF
THE AUGER.
8. POST GROUT TIEBACKS AS REQUIRED TO ACHIEVE TEST LOADS.
9. CONTRACTOR SHOULD TAKE CARE TO PREVENT LOSS OF BACKFILL (GROUT) INTO NEARBY PROPERTIES OR
STRUCTURES.
10. SHORING CONTRACTOR SHALL SEAL HEAD OF TIEBACK, AS REQUIRED, WITH A BENTONITE PLUG OR EQUAL, TO
PREVENT EXCESSIVE WATER SEEPAGE. IF WATER SEEPAGE CANNOT BE STOPPED WITH A BENTONITE PLUG, A
DRAINAGE PANEL SHALL BE PLACED AT TIEBACK HEAD TO DIRECT WATER TO THE BOTTOM OF EXCAVATION GRAVEL
LAYER TO BE PUMPED OUT. SHORING CONTRACTOR SHALL CO0ORDINATE THIS WITH THE GENERAL CONTRACTOR,
PROJECT WATERPROOFING CONSULTANT, AND/OR WATERPROOFING CONTRACTOR.
K. TIEBACK TENDON UNBONDED LENGTH SHALL BE COVERED WITH SEALED PVC SLEEVE. PROVIDE A CUSHION (NATIVE SOIL)
OR GAP BETWEEN THE TIEBACK GROUT AND THE BACK OF THE SOLDIER PILE TO ALLOW THE ANCHOR TO MOVE DURING
TESTING.
L. NOTIFY SHORING ENGINEER OF KINKING OR SHARP CURVATURE IN ANCHORS OR MISALIGNMENT OF THE ANCHORS WITH
THE ANCHORAGE.
M. TIEBACKS SHALL BE STRESSED IN THE FOLLOWING MANNER; PROVIDED THE GROUT HAS FIELD CURED FOR A MINIMUM OF 3
DAYS OR WHEN THE GROUT ACHIEVES THE MINIMUM SPECIFIED STRENGTH, AT THE SHORING CONTRACTOR'S OPTION:
1. ANCHORS SHALL BE STRESSED STRAIGHT AND TRUE. STOP TESTING AND NOTIFY SHORING ENGINEER IF SOLDIER PILE
DEFLECTION OR SHARP KINKING OF THE STRANDS OCCUR.
2. INSTALL ANCHORAGE. THE CONTRACTOR SHALL INSTALL WEDGE WASHERS AS REQUIRED TO CORRECT ANY
MISALIGNMENT OF TIEBACKS WITH THE ANGLE SEAT.
3. SHORING CONTRACTOR SHALL MONITOR THE MOVEMENT OF THE TIEBACK TENDON ANCHORAGE USING A TRIPOD
MOUNTED DIAL GAUGE WITH A PRECISION OF 0.001 INCHES.
4. ANCHORS SHALL BE STRESSED STRAIGHT AND TRUE. KINKING OR SHARP CURVATURE IN ANCHORS UNDER TENSION
SHALL BE CAUSE FOR REJECTION.
5. THE SPECIAL INSPECTOR OR GEOTECHNICAL ENGINEER SHALL RECORD THE ELONGATION (DIAL GAUGE) AT THE
ALIGNMENT LOAD AND DURING THE PROOF TESTING.
N. THE PROOF LOADING AND STRESSING OF TIEBACKS SHALL BE DONE WITH EQUIPMENT THAT SHALL BE CAPABLE OF SAFELY
ACHIEVING AND HOLDING THE REQUIRED LOADS. THE JACK, PUMP, AND GAUGES USED FOR STRESSING SHALL BE
CALIBRATED AND CERTIFIED BY A TESTING LABORATORY WITHIN THREE MONTHS.
O. REPEAT STEPS IN SEQUENCE FOR SUBSEQUENT ROWS OF TIEBACKS UNTIL ALL THE TIEBACKS HAVE BEEN COMPLETED.
P. CONTINUE EXCAVATING TO THE PRESCRIBED DEPTH.
Q. FLAT BLADE EXCAVATION IS REQUIRED WHERE SHORING IS BACK WALL FORMED. WHEN EXCAVATING A SOIL MIXED
SHORING WALL THAT IS BACK WALL FORMED FOR A BASEMENT, THE EXCAVATION METHOD IS CRITICAL. THE EXPOSED
FACE OF THE WALL IN BETWEEN THE WF SOLDIER PILES MUST BE FLAT, SMOOTH CONTINUOUS PLANE. THIS IS CRITICAL
FOR THE WATERPROOFING CONTRACTOR, AND FOR THE INTEGRITY OF THE SOIL IMPROVED LAGGING. USING A FLAT BLADE
THAT SPANS THE DISTANCE BETWEEN THE WF SOLDIER PILES IS RECOMMENDED. A TYPICAL CENTER-TO-CENTER SPACING
FOR WF SOLDIER PILES IN A SOIL IMPROVED WALL IS BETWEEN 4'-0” TO 7'-0” CENTER-TO-CENTER.
R. WOOD LAGGING IS NOT REQUIRED EXCEPT AT AREAS OF DEFECTIVE INTERMEDIATE SOIL-MIXING AS NOTED BELOW.
1. SHORING CONTRACTOR AND SPECIAL INSPECTOR SHALL VISUALLY OBSERVE EXPOSED SHORING FACE FOR
INDICATIONS OF POORLY MIXED AREAS, GAPS OR OTHER DEFECTS AND CONFIRM REQUIRED OVERLAP OF COLUMNS.
AREAS OF POOR MIXING, MISALIGNED COLUMNS, GAPS, RUNNING WATER OR OTHER DEFECTS SHALL BE PROMPTLY
REPAIRED BY THE SHORING CONTRACTOR, WHERE EXPOSED, PRIOR TO FURTHER EXCAVATION. NOTIFY SHORING
ENGINEER OF ANY DEFECTIVE AREAS.
PROCEDURE FOR TIEBACK TESTING
A. TIEBACK PERFORMANCE TESTING:
1.PERFORMANCE TESTING: THE FIRST TWO PRODUCTION TIEBACKS AND TWO PERCENT OF THE REMAINING TIEBACKS
SHALL BE PERFORMANCE TESTED TO 1.25 TIMES THE DESIGN LOAD. ALL OTHER TEMPORARY TIEBACKS SHALL BE
PROOF TESTED TO 1.25 TIMES THE DESIGN LOAD. THE PERFORMANCE TESTS WILL BE USED TO DETERMINE THE LOAD
CARRYING CAPACITY OF THE TIEBACKS AND THE RESIDUAL MOVEMENT. THE PERFORMANCE TESTED TIEBACKS SHALL
BE CHECKED 24 HOURS AFTER INITIAL LOCK OFF TO CONFIRM STRESS RELAXATION HAS NOT OCCURRED. THE
GEOTECHNICAL ENGINEER SHOULD EVALUATE THE RESULTS OF THE PERFORMANCE TESTS AND DETERMINE IF CREEP
TESTING IS REQUIRED AND SELECT THE TIEBACKS THAT SHOULD BE CREEP TESTED.
2. IN THE PERFORMANCE TEST, THE LOAD APPLIED TO THE TIEBACK AND ITS MOVEMENT SHALL BE MEASURED DURING
SEVERAL CYCLES OF INCREMENTAL LOADING AND UNLOADING. THE MAXIMUM TEST LOAD SHOULD BE HELD FOR A
MINIMUM OF 10 MINUTES, WITH READINGS TAKEN AT 1, 2, 3, 4, 5, 6 AND 10 MINUTES. IF THE DIFFERENCE BETWEEN THE 1-
AND 10-MINUTE READINGS IS LESS THAN 0.04 INCH DURING THE LOADING, THE TEST IS DISCONTINUED. IF THE
DIFFERENCE IS MORE THAN 0.04 INCH, THE HOLDING PERIOD IS EXTENDED TO 60 MINUTES, AND THE MOVEMENTS
SHOULD BE RECORDED AT 15, 20, 25, 30, 45, AND 60 MINUTES.
B. TIEBACK PROOF TESTING:
1.PROOF TESTING: ALL REMAINING TIEBACKS SHALL BE PROOF TESTED TO 1.25 TIMES THE DESIGN LOAD. APPLY AN
ALIGNMENT LOAD OF 10 PERCENT OF THE TEST LOAD AND SET THE DIAL GAUGE TO ZERO. APPLY TEST LOAD IN
INCREMENTS OF 0.25 TIMES THE DESIGN LOAD (HOLD EACH INCREMENTAL LOAD UNTIL MOVEMENT HAS STABILIZED)
UNTIL THE TEST LOAD IS REACHED. RECORD THE ELONGATION AT EACH INCREMENT AND AT THE ALIGNMENT LOAD.
HOLD THE TEST LOAD FOR 10 MINUTES AND RECORD MOVEMENTS AT 0, 1, 2, 3, 4, 5, 6, AND 10 MINUTES. CYCLE THE
LOAD BACK TO THE ALIGNMENT LOAD AFTER THE FINAL HOLD PERIOD AND RECORD THE DISPLACEMENT.
C. TIEBACK TESTS SHALL BE CONSIDERED ACCEPTABLE IF:
1. LESS THAN 0.04 INCHES OF MOVEMENT IS OBSERVED BETWEEN THE 1 AND 10-MINUTE HOLD OR MOVEMENT IS LESS
THAN 0.08 INCHES PER LOG CYCLE OF TIME (I.E. 6 TO 60 MINUTE INTERVAL) IF THE TEST HOLD IS CONTINUED FOR
60-MINUTES.
2. THE TOTAL DISPLACEMENT BETWEEN THE ALIGNMENT LOAD AND TEST LOAD EXCEED 80 PERCENT OF THE
THEORETICAL ELASTIC ELONGATION OF THE UNBONDED LENGTH ((TEST LOAD - ALIGNMENT LOAD) X UNBONDED
LENGTH DIVIDED BY AREA OF TENDON AND 29,000 KSI).
3. A PULL FAILURE DOES NOT OCCUR. PULLOUT FAILURE IS DEFINED AS THE CONDITION WHEN CONTINUED PUMPING OF
THE JACK DOES NOT INCREASE THE LOAD (GAUGE PRESSURE) WHILE THE TIEBACK DISPLACEMENT IS CONTINUING TO
INCREASE.
4. IN THE EVENT A TIEBACK FAILS TO MEET THE TEST CRITERIA THE SHORING CONTRACTOR MAY CHOOSE TO REGROUT
AND RE-TEST THE TIEBACK OR LOCK-OFF THE TIEBACK AT 50 PERCENT OF THE ULTIMATE LOAD MAINTAINED DURING
THE 10-MINUTE HOLD AND PROVIDE ADDITIONAL MAKE-UP TIEBACKS PER BELOW. ISOLATED TIEBACKS THAT TEST
ABOVE THE DESIGN LOAD BUT FAIL TO MEET THE TEST CRITERIA MAY BE REVIEWED AND ACCEPTED BY THE SHORING
ENGINEER.
5. SHORING CONTRACTOR SHALL PROVIDE AND TEST ADDITIONAL MAKE-UP TIEBACKS AND ANCHORAGE FOR TIEBACKS
THAT FAIL TO MEET THE TEST REQUIREMENTS. MAKE-UP TIEBACKS SHALL HAVE A DESIGN LOAD EQUAL TO THE
DIFFERENCE BETWEEN THE LOCKED-OFF LOAD OF THE FAILED TIEBACK AND THE DESIGN LOAD SHOWN ON THE
DRAWINGS PLUS 40 PERCENT OF THE TEST LOAD. MAKE-UP TIEBACKS SHALL BE INSTALLED 2-FEET BELOW THE FAILED
TIEBACK. COST FOR THE MAKE-UP TIEBACKS AND ASSOCIATED WORK SHALL BE THE RESPONSIBILITY OF THE SHORING
CONTRACTOR.
6. CUT THE TENDON1-INCH FROM THE LOCK NUT OR WEDGES.
DETAIL NUMBERING:
THE BLOCK ARE NOT DRAWN ON DETAIL SHEETS BUT THE NUMBER MORE OR LESS CORRESPOND TO THE NUMBERING SYSTEM
USED FOR DETAILS ON THE DRAWINGS.
WHERE MORE THAN ONE BLOCK AREA IS USED FOR A SINGLE DETAIL, THE NUMBER CORRESPONDING TO BLOCK AT THE
BOTTOM RIGHT CORNER OF DETAIL. BLOCK POSITIONS MAY VARY SLIGHTLY.
ABBREVIATIONS
THE FOLLOWING ABBREVIATIONS MAY BE USED IN THESE DRAWINGS TO DENOTE THE WORDS INDICATED.
&AND
@AT
℄CENTERLINE
⅊PLATE/S
ST STEP
Ø DIAMETER
# POUND OR NUMBER
(E) EXISTING
(N) NEW
APPROX APPROXIMATE
ARCH ARCHITECT
BLDG BUILDING
BOTT BOTTOM
B.O.E. BOTTOM OF EXCAVATION
B.O.F. BOTTOM OF (E) FOOTING
B.O.P. BOTTOM OF PIER
B.O.S. BOTTOM OF SLOPE
C.J. CONSTRUCTION JOINT
CLR CLEAR
COL COLUMN
CONC CONCRETE
CONN CONNECTION
CONSTR CONSTRUCTION
CONT CONTINUOUS
CTR CENTER
DET DETAIL
DIA DIAMETER
DIM DIMENSION
DN DOWN
DO DITO
DWG DRAWINGS
EA EACH
E.F. EACH FACE
EL ELEVATION
E.W. EACH WAY
EXIST EXISTING
E.G. EXISTING GRADE
EXP EXPANSION
EXT EXTERIOR
FDN FOUNDATION
E.F. FINISHED FLOOR
E.G. FINISH GRADE
E.O.C. FACE OF CONCRETE
FT FOOT OR FEET
FTG FOOTING
E.S. FAR SIDE
GR GRADE
HK HOOK
HORIZ HORIZONTAL
I.D. INSIDE DIAMETER
I.F. INSIDE FACE
JT. JOINT
MAX MAXIMUM
MFR MANUFACTURER
MIN MINIMUM
MISC. MISCELLANEOUS
NNORTH
N.F. NEAR FACE
N.I.C. NOT IN CONTRACT
NOM NOMINAL
N.T.S. NOT TO SCALE
N.S. NEAR SIDE
N.W. NORMAL WEIGHT
O.C. ON CENTER
O.D. OUTSIDE DIAMETER
O.F. OUTSIDE FACE
OPNG OPENING
OPP OPPOSITE
P.S.F. POUNDS PER SQUARE FOOT
P.S.I. POUNDS PER SQUARE INCH
P.T. PRESSURE TREATED
P.L. PROPERTY LINE
RAD RADIUS
RECT. RECTANGLE
REF REFERENCE
REINF REINFORCING
REQ REQUIRED
S.A.D. SEE ARCHITECTURAL
DRAWINGS
S.J. SAWCUT JOINT
S.C.D. SEE CIVIL DRAWINGS
S.M.D. SEE MECHANICAL DRAWINGS
S.O.G. SLAB-ON-GRADE
SIM SIMILAR
SPEC SPECIFICATION
SQ SQUARE
STD STANDARD
STL STEEL
STRL STRUCTURAL
SYM SYMMETRICAL
T.O.C. TOP OF CONCRETE
T.O.F. TOP OF FOOTING
T.O.S. TOP OF STEEL
T.O.W. TOP OF WALL
TYP TYPICAL
U.O.N. UNLESS OTHERWISE NOTED
V.I.F. VERIFY IN FIELD
VERT. VERTICAL
W/ WITH
WD WOOD
WK. PT. WORK POINT
W/O WITHOUT
1
SH2.1
DRAWING SYMBOLS AND LEGEND
A. THESE SYMBOLS ON DRAWINGS INDICATE SECTIONS, ELEVATIONS, AND DETAIL REFERENCES ON
DRAWINGS
1. SECTION
MARK INDICATING ORIENTATION OF SECTION
SECTION DESIGNATION SECTION
SHEET ON WHICH DETAIL IS FOUND
2. ELEVATION
ELEVATION MARK INDICATING ORIENTATION OF ELEVATION
3. DETAIL
WHERE THE CIRCLE IS NECESSARY TO DEFINE THE EXTENT OF
THE DETAIL
B. THE FOLLOWING SYMBOLS HAVE BEEN USED ON THE FRAMING PLANS:
PILE NUMBER
BUILDING GRID LINE
DRILLED SOLDIER PILE
SLOPED BANK
1.5:1 TYPE "C" SOIL (HORIZONTAL TO VERTICAL)
TIEBACK
TIEBACK WORK POINT
DESIGN LOAD/ UNBONDED LENGTH/ DRILL ANGLE OTHER THAN
15°
0 K/ 0'-0"/ 15°
1
SH2.1
1
SH2.1
STRUCTURAL SHORING DRAWING LIST
SH1.1 SHORING GENERAL NOTES
SH2.1 SHORING DETAILS
SH2.2 SHORING CROSS-SECTIONS
SH2.3 SHORING CROSS-SECTIONS
SH2.4 SHORING CROSS-SECTIONS
SH3.1 PARTIAL SHORING PLAN
SH3.2 PARTIAL SHORING PLAN
SH4.1 PARTIAL SHORING ELEVATION
SH4.2 PARTIAL SHORING ELEVATION
SH4.3 PARTIAL SHORING ELEVATION
SH4.4 PARTIAL SHORING ELEVATION
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
0
062-722-008-1
ASU
TRELAECIVRESDNUORG
R
E
D
N
U
G
I
D
U
OYEROFEBLLAC
VICINITY MAP
SHORING LOADING CRITERIA
x ACTIVE PRESSURE, (EFAP) = 38 PCFxRESTRAINED PRESSURE, (PR) = EQUATION SEE BELOWxACTIVE PRESSURE BELOW DREDGE LINE, (EFAP2) = 35 PCFxACTIVE PRESSURE BELOW WATER, (EFAP3) = 18 PCFxALLOWABLE PASSIVE PRESSURE, (EFPP) = 290 PCFxALLOWABLE PASSIVE PRESSURE BELOW WATER, (EFPP2) = 140 PCFxTIEBACK SKIN FRICTION = 1,671 PSF (INCLUDES POST GROUTING)
x TYPICAL TRAFFIC SURCHARGE, (CSTRAFFIC) = 100 PSFxTYPICAL SURCHARGE DEPTH, (CSTYP) = 10'-0"
x HEAVY CONSTRUCTION SURCHARGE, (CSHEAVY) = XXX PSF
(TO BE APPLIED TO FULL SHORED HEIGHT "H")x SLOPED HEIGHT = (HS)x SLOPE SURCHARGE, (SSUNIF) = HS*EFAP PSF
(TO BE APPLIED TO FULL SHORED HEIGHT "H")
x SOIL ARCHING FACTOR = 3.0 MAX.
CANTILEVER
CONDITION
RESTRAINED
CONDITION
CSTRAFFIC
CS
TY
P
WA
L
L
H
E
I
G
H
T
"H
"
PIL
E
E
M
B
E
D
M
E
N
T
"D
"
POINT OF
RESTRAINT /
TIEBACK
TRAFFIC
SURCHARGE
TOP OF
WALL
BOTTOM OF
EXCAVATION
EFPP2
EFPP
"H
1"
3'-
0
"
EFAP
EFAP2
EFAP3
SL
O
P
E
D
HE
I
G
H
T
"H
S"
EFAP2
EFAP3
EFAP 0.6
H
N+1
0.6
H
1
"H
N+
1
"
SSUNIF
SLOPE
SURCHARGE
MAX. 120,000 LB.
POINT LOAD
MIN. 6'-0"
CLR.
CSHEAVY
HEAVY
SURCHARGE
23H2
H - 13H1 - 13HN+1
PROJECT LOCATION
STRUCTURAL ENGINEER
STAMP
ISSUE / REVISION
SCALE
S.E.R.
DESIGN
DRAWN
PROJECT No.
DRAWING TITLE
No. DESCRIPTION DATE
1300-B Old Bayshore Highway
San Jose, CA 95070
TEL: 650.302.0542
www.ASEsoil.com
41
0
N
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O
,
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A
9
4
0
8
0
SY
R
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4
1
0
N
O
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-
B
U
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B
TE
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P
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Y
S
H
O
R
I
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PERMIT DRAWINGS 11/09/2022
REVISION 01/09/20231
REVISION 01/26/2023
2
REVISION 03/17/20233
REVISION 04/10/20234
REVISION 06/07/20235
DATE SIGNED
06/07/2023
AS NOTED
IF PRINT SIZE IS
30"x42"
21030
BGC
BGC
BGC
All drawings and written material appearing herein constitute the original and unpublished work of theAmerican Subsurface Engineering and the same may not be duplicated, used or disclosed withoutthe written consent of the American Subsurface Engineering.
SHORING CONTRACTOR
1300 Old Bayshore HighwaySan Jose, CA 95112
TEL: 408.795.1700
www.amdrill.com
PROJECT NAME / LOCATION
REVISION 06/14/20236
SHORING
GENERAL
NOTES
SH1.1
1
1
1
1
1
2
2
2
6
06/14/2023
96
PILE TIP, SEE ELEVATIONS
NOTE:
1. SEE ELEVATIONS FOR LOCATION OF TIEBACK WORK POINT.
2. LOCATE TIEBACKS ON ALTERNATE SIDES OF SOLDIER PILES.
3. REFER TO DETAIL 20/- FOR TIEBACK TEST LOAD SCHEDULE.
4. TIEBACK SKIN FRICTION = 1,671 PSF
4
-
3
-
1
-
TYPICAL SOIL MIX RESTRAINED
SOLDIER PILE 1"=1'-0"
ASSUMED
ACTIVE
WEDGE
T.O.S./ E.G. SEE ELEVATIONS
2'-
0
"
M
A
X
.
10'-0" MIN.
SOIL MIX LAGGING, TYP.
LIMIT OF EXCAVATION UNTIL
TIEBACK ANCHORS ARE LOCKED
AT REQUIRED FORCE
ADDITIONAL TIEBACK AS REQUIRED
SEE ELEVATIONS
SEE ELEVATIONS FOR TIEBACK
WORK POINT LOCATION
SO
I
L
M
I
X
E
D
S
O
L
D
I
E
R
P
I
L
E
SH
O
R
I
N
G
H
E
I
G
H
T
V
A
R
I
E
S
"
H
"
,
SE
E
S
C
H
E
D
U
L
E
O
N
S
H
E
E
T
S
H
3
.
1
SO
L
D
I
E
R
P
I
L
E
D
E
P
T
H
"
D
"
,
SE
E
S
C
H
E
D
U
L
E
S
H
E
E
T
S
H
3
.
1
0.2H
SOLDIER PILE TOLERANCE:
0 TO 2" CLEAR, FOR DEPTH 0 TO 35 FEET BELOW (E) GRADE. 0 TO 3"
CLEAR BELOW 35 FEET.
2
1
60°
B.O.E. SEE ELEVATIONS
2'-6"
PILE DIAMETER
BACKFILL BETWEEN SHORING AND NEW WALL WITH
INCOMPRESSIBLE MATERIAL BY OTHERS OR PLACE NEW
WALL AGAINST SHORING. SEE WATERPROOFING (PER
ARCHITECT). NEW BUILDING TO PROVIDE PERMANENT
LATERAL SUPPORT.
SLOPE PER PLAN
BAR "A"
BAR "A"
PRE-FABRICATED
BLOCK-OUTFIELD WELDED
BLOCK-OUT
1/2
"
WELD "B"TYPICALWELD "B"
WORK POINT
SECTION FRONT FLANGE REAR FLANGE
WORK POINT
A
A
B C
, WELD "C"
LINE UP STIFFENER PLATE
WITH SLOT AT FLANGE
BAR "A" BEYOND CNTR.
ON NOTCH
CN
T
R
.
O
N
N
O
T
C
H
CN
T
R
.
O
N
N
O
T
C
H
REAR NOTCH
TO MATCH
STIFFENER
ANGLE
BAR "A" CNTR.
ON NOTCH
C B BAR "A"
NOTE:
1. FABRICATE PILES SUCH THAT BLOCKOUTS AT DIFFERENT ELEVATIONS ON THE
SAME PILE AND BLOCKOUTS AT ADJACENT PILES ARE LOCATED ON OPPOSITE
SIDES OF THE WEB.
2. PROVIDE REMEDIAL WORKS AS REQUIRED TO PREVENT SOLDIER PILE FROM
TWISTING OR ROTATING IF HORIZONTAL DRILL ANGLE OR TIEBACK OFFSET
GREATER THAN THE TOLERANCE SHOWN.
3. CONTRACTOR TO SUBMIT FINAL INSTALLED TIEBACK LENGTH TO SHORING
ENGINEER, AS REQUIRED.
4. PROVIDE STRAND SPACERS IN BONDED LENGTH AND CENTRALIZERS, AS
REQUIRED, FOR DESIGN LOAD, 10'-0" o.c. MAX. SPACING WITHIN BOND LENGTH,
MAX. 2'-0' FROM END OF TIEBACK.
5. TIEBACK SHAFT DIAMETER SHALL BE A MINIMUM OF 0'-8", SHAFT DIAMETER TO BE
INCREASED AS NECESSARY TO OBTAIN TIEBACK TEST LOAD BY SHORING
CONTRACTOR SO TIEBACK DOES NOT CROSS PROPERTY LINE.
1 1
/
2
"
M
A
X
.
O
F
F
S
E
T
BAR "A"
1 1
/
2
"
M
A
X
.
OF
F
S
E
T
WELD "B"
WELD "B"
REAR NOTCH TO
MATCH
STIFFENER
ANGLE
3"-6"
3/8" STIFFENER PLATE, TIEBACK DESIGN LOAD < 130 KIPS,
1/2" STIFFENER PLATE, TIEBACK DESIGN LOAD > 130 KIPS,
TYP.
3"-6"
1°
±
1°
±
WELD "C",
℄ OF PILE
℄ OF TIEBACK
TYPICAL
WELD "B"
℄ OF PILE
℄ OF TIEBACK
3"-6"
3"-6"
3
-
TYPICAL TIEBACK DETAIL
1"=1'-0"
TIEBACK POCKET SCHEDULE
FY = 50KSI FOR WF AND FY = 50 KSI FOR PLATES & BARS
WF
SIZE
BAR
"A"
WELD SIZE
"B"
W10, W12, W14 12"X4"x2'-0"14"
W16 12"X4"x2'-0"14"
W18 58"X412"x2'-0"14"
W21 34"X412"x2'-0"14"
TIEBACK POCKET SCHEDULE
FY = 50KSI FOR WF
FY = 50 KSI FOR PLATES & BARS
WEB STIFFENER PLATE WELD SCHEDULE
WF
SIZE
WELD SIZE
"C"
W10, W12, W14 14"
W16 516"
W18 516"
W21 516"(4) STRANDS OR LESS - 4" EXTRA STRONG STEEL
PIPE (412" O.D. WITH 0.337" WALL THICKNESS)
WITH 6" SQ. PLATE
OR
(5) STRANDS OR MORE - 5" EXTRA STRONG
STEEL PIPE (5.56" O.D. WITH 0.375" WALL
THICKNESS) WITH 7" SQ. PLATE
PLATE 3/4"
134"
5/16
5/16TYP.
WEDGE PLATE
NOT SHOWN
4 OR 7 STRAND WEDGE PLATE
LEVEL OF PRIMARY GROUT
GROUT TUBE FOR PRIMARY GROUTING
SEE NOTE 4 FOR PVC
CENTRALIZER REQUIREMENTS.
GROUT TUBE FOR
POST-GROUTING (OPTIONAL)
15'-0" MIN
.
U
N
B
O
N
D
E
D
L
E
N
G
T
H
S
T
R
A
N
D
,
10'-0" MIN
.
U
N
B
O
N
D
E
D
L
E
N
G
T
H
B
A
R
,
REFER TO
S
O
L
D
I
E
R
P
I
L
E
S
C
H
E
D
U
L
E
A
N
D
E
L
E
V
A
T
I
O
N
S
FOR MINIM
U
M
L
E
N
G
T
H
BOND BREAKER OVER STRAND
STEEL ANCHOR HEAD AND
WEDGE ASSEMBLY.
8"
Ø
M
I
N
.
SE
E
N
O
T
E
5
DRILL ANGLE
PER PLAN
3" VOID, TYP.
STRESSIN
G
TAIL LENG
T
H
BOND LEN
G
T
H
,
D
E
T
E
R
M
I
N
E
D
B
Y
S
H
O
R
I
N
G
CONTRAC
T
O
R
,
T
Y
P
A
T
E
A
.
T
I
E
B
A
C
K
,
S
E
E
N
O
T
E
3
.
TIEBACK STRAND
VALVE
(OPTIONAL)
10°
25
°
312"
20
-
TIEBACK TEST
LOAD SCHEDULE N.T.S.
NOTE:
1. ALL BARS SHALL BE UPSET THREADS, TYPICAL. CONTRACTOR SHALL SUBMIT SCHEDULE
WITH MAXIMUM TEST AND DESIGN LOAD FOR HOLLOW BARS, IF USED, BASED ON
MANUFACTURER'S SPECIFICATION FOR REVIEW PRIOR TO ORDER.
3TYPICAL SOIL MIX
LAGGING DETAIL 1"=1'-0"
NOTE:
1. SOIL CEMENT COLUMNS SHALL HAVE A MINIMUM IN-SITU STRENGTH OF 100 PSI FOR PRIMARY PILES
AND SECONDARY PILES.
2. SECONDARY PILES SHALL EXTEND BELOW BOTTOM OF EXCAVATION A MINIUM OF 1'-0".
PLAN
STEEL SOLDIER PILE
PER PLAN
1'-9"1'-9"
7'-0"
1'-9"1'-9"
SECONDARY 2'-6" DIAMETER
SOIL-CEMENT COLUMN
TRIM SOIL-CEMENT COLUMNS
FLUSH W/ STEEL SOLDIER PILES
(N) BASEMENT WALL, SEE
ARCHITECTURAL AND
STRUCTURAL DRAWINGS
PRIMARY 2'-6" DIAMETER
SOIL-CEMENT COLUMN WITH
STEEL SOLDIER PILE
WATERPROOFING MEMBRANE, BY OTHERS,
SEE ARCHITECTURAL DRAWINGS
NOTE:
1. PROTECT LAGGING FROM DAMAGE DUE TO WELD SPARKS, AND
SPATTER.
2. TOE-NAIL NOTCHED LAGGING TO STEEL STRAPS, TYPICAL.
NOTCHED LAGGING
NOTCHED LAGGING,
SEE NOTE 2
℄ WF SOLDIER PILE
EDGE OF WF SOLDIER PILE FLANGE
1'-
0
"
,
M
A
X
.
PLATE 1/4x4"
PLATE 3/4x4" BETWEEN
SOLDIER PILE FLANGES
PLATE 3/4x4" BETWEEN
SOLDIER PILE FLANGES
1o
-
TYP. REINFORCING OF NOTCHED
WOOD LAGGING FOR M.E.P.1"=1'-0"
TYP.
4'-
0
"
6"
3"
1'-
8
"
WF SOLDIER PILE
PER PLAN
CONTINUOUS 38" DIAMETER
WIRE ROPE, TYP. 3 CLASPS
MIN., SECURE TIGHT, SADDLES
ON LIVE END, WITH
TURNBUCKLE TO TIGHTEN.
L 3x3x14"x4'-6" LONG, TYP. AT
EACH SOLDIER PILE
NOTE:
1. CONSTRUCTION RAILING SHALL
COMPLY WITH ALL CALOSHA
REQUIREMENTS.
2. GENERAL CONTRACTOR TO PROVIDE
ADDITIONAL CHAIN LINK FENCE (NOT
SHOWN) OR SIMILAR BARRICADE TO
PREVENT PUBLIC ACCESS TO TOP OF
SHORING.
9
-
TYPICAL CONSTRUCTION
RAILING 1"=1'-0"
L 3x3x14 WITH 12"Ø x
212" LONG LAG
SCREWS, 6 TOTAL
3/16TYP.
3/16TYP.
3/16 TYP.
534"
11
14"
11
14"
3"
TOP RAIL L3x3x1/4" ONLY AT CORNER CONDITION
OR END CONDITION
MAXIMUM 3'-0"
LONG DIMENSION, 3'-0" MAX.
SH
O
R
T
D
I
M
E
N
S
I
O
N
,
3'-
0
"
M
A
X
.
DSM SHAFT
SHIM AS REQUIRED
TO ENSURE FULL
BERING
L 3X3X1/4", TYP.
112" BEARING
MINIMUM
(2) 16d NAILS PER
BOARD, BEND TIGHT
OVER FLANGE, TYP.
DIAGONAL RAIL
L3x3x1/4", TYP., ON EA
SIDE OF CORNER
A
A
612"
612"
14
-
TYPICAL NOTCH IN SOLDIER
PILE FOR FUTURE REMOVAL 1" = 1'-0"
2" MAX.
FIRE RESISTANT GYP BOARD BY
OTHERS, NOTCH AS REQUIRED
TO PROTECT (N) BLDG.
WATERPROOFING, BY OTHERS
4'-
0
"
M
A
X
.
2" MAX. NOTCH AS REQUIRED
FOR FUTURE REMOVAL OF
UPPER PORTION OF BEAM
(E) GRADEPORTION OF SOLDIER PILE
TO BE REMOVED AFTER NEW
CONSTRUCTION IS
COMPLETE, BY OTHERS
CONSTRUCTION RAILING NOT
SHOWN FOR CLARITY
AA
SECTION A-A
PORTION OF SOLDIER
PILE TO BE NOTCHED
FIRE RESISTANT GYP BOARD BY
OTHERS, NOTCH AS REQUIRED
TO PROTECT (N) BLDG.
WATERPROOFING, BY OTHERS
VARIES, 3'-0"
MAX., TYP.
TIEBACK TEST LOAD SCHEDULE - 125%
ASTM A615 THREADED BAR (GRADE 75) BY DYWIDAG-SYSTEMS INTERNATIONAL
BAR #/ NOMINAL
DIAMETER
NOMINAL CROSS SECTION
AREA (ATB)
MAXIMUM
DESIGN LOAD
(TL/1.25)
TEST LOAD (TL)
0.80FPUxATB
#6 O.44 IN
2 21.1 KIPS 26.4 KIPS
#7 O.60 IN2 28.8 KIPS 36 KIPS
#8 O.79 IN
2 37.9 KIPS 47.4 KIPS
#9 1.00 IN
2 48 KIPS 60 KIPS
#10 1.27 IN2 61 KIPS 76.2 KIPS
ASTM A722 THREADED BAR (GRADE 100) BY DYWIDAG-SYSTEMS INTERNATIONAL
BAR #/ NOMINAL
DIAMETER
NOMINAL CROSS SECTION
AREA (ATB)
MAXIMUM
DESIGN LOAD
(TL/1.25)
TEST LOAD (TL)
0.80FPUxATB
#7 O.60 IN2 38.4 KIPS 48 KIPS
#8 O.79 IN
2 50.6 KIPS 63.2 KIPS
#9 1.00 IN
2 64 KIPS 80 KIPS
#10 1.27 IN2 81.3 KIPS 101.6 KIPS
#11 1.56 IN
2 99.8 KIPS 124.8 KIPS
ASTM A416 LOW-RELAXATION STRAND (0.6" DIAMETER STRAND, FPU = 270 KSI)
STRAND
QUANTITY
NOMINAL CROSS SECTION
AREA (APS)
MAXIMUM
DESIGN LOAD
0.60FPUxAPS
TEST LOAD
0.80FPUxAPS
1 O.217 IN2 35.2 KIPS 46.9 KIPS
2 O.434 IN2 70.3 KIPS 93.7 KIPS
3 O.651 IN
2 105.5 KIPS 140.6 KIPS
4 O.868 IN2 140.6 KIPS 187.5 KIPS
STRUCTURAL ENGINEER
STAMP
ISSUE / REVISION
SCALE
S.E.R.
DESIGN
DRAWN
PROJECT No.
DRAWING TITLE
No. DESCRIPTION DATE
1300-B Old Bayshore Highway
San Jose, CA 95070
TEL: 650.302.0542
www.ASEsoil.com
41
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C
I
S
C
O
,
C
A
9
4
0
8
0
SY
R
E
S
-
4
1
0
N
O
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-
B
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B
TE
M
P
O
R
A
R
Y
S
H
O
R
I
N
G
PERMIT DRAWINGS 11/09/2022
REVISION 01/09/20231
REVISION 01/26/2023
2
REVISION 03/17/20233
REVISION 04/10/20234
REVISION 06/07/20235
DATE SIGNED
06/07/2023
AS NOTED
IF PRINT SIZE IS
30"x42"
21030
BGC
BGC
BGC
All drawings and written material appearing herein constitute the original and unpublished work of theAmerican Subsurface Engineering and the same may not be duplicated, used or disclosed withoutthe written consent of the American Subsurface Engineering.
SHORING CONTRACTOR
1300 Old Bayshore HighwaySan Jose, CA 95112
TEL: 408.795.1700
www.amdrill.com
PROJECT NAME / LOCATION
REVISION 06/14/20236
SHORING
DETAILS
SH2.1
1
4
4
06/14/2023
97
T.O. PILE +41.50'± V.I.F.
B.O.E +22.07'± V.I.F.
20
°
ELEV. +30.0'
ELEV. +20.0'
TIEBACK ELEV. +32.00'
ESTIMATED TIEBACK
LENGTH = 47'-6"
TIEBACK DEPTH +15.75'± V.I.F.
ELEV. +40.0'
E.G. +42.79'± V.I.F.
2'-0"
10'-0"
COMMUNICATION EASEMENT
INV. +37.48'± V.I.F.
3
-
SOLDIER PILE CROSS-SECTION
SP #41 1"=1'-0"
T.O. PILE +35.00'± V.I.F.
B.O.E +22.07'± V.I.F.
ELEV. +30.0'
ELEV. +20.0'
TIEBACK ELEV. +29.00'
TIEBACK DEPTH -4.12'± V.I.F.
ELEV. +40.0'
E.G. +38.80'± V.I.F. @ B.W./ PL
PROPERTY LINE
24'-10"6'-334"
COMMUNICATION LINES INV. +35.50'± V.I.F.
GAS LINE INV. +35.50'± V.I.F.
6'-814"
SS LINE INV. +27.11' TO +25.00'± V.I.F.
1
-
SOLDIER PILE CROSS-SECTION
SP #11 1"=1'-0"
HUNTINGTON AVE
ESTIMATED TIEBACK
LENGTH = 55'-0"
BW/ PL FINISH GRADE +38.04'± V.I.F.
20
'
-
3
"
25
°
11
'
-
2
12"
2'-
2
12"
STRUCTURAL ENGINEER
STAMP
ISSUE / REVISION
SCALE
S.E.R.
DESIGN
DRAWN
PROJECT No.
DRAWING TITLE
No. DESCRIPTION DATE
1300-B Old Bayshore Highway
San Jose, CA 95070
TEL: 650.302.0542
www.ASEsoil.com
41
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PERMIT DRAWINGS 11/09/2022
REVISION 01/09/20231
REVISION 01/26/2023
2
REVISION 03/17/20233
REVISION 04/10/20234
REVISION 06/07/20235
DATE SIGNED
06/07/2023
AS NOTED
IF PRINT SIZE IS
30"x42"
21030
BGC
BGC
BGC
All drawings and written material appearing herein constitute the original and unpublished work of theAmerican Subsurface Engineering and the same may not be duplicated, used or disclosed withoutthe written consent of the American Subsurface Engineering.
SHORING CONTRACTOR
1300 Old Bayshore HighwaySan Jose, CA 95112
TEL: 408.795.1700
www.amdrill.com
PROJECT NAME / LOCATION
REVISION 06/14/20236
SHORING
CROSS-SECTIONS
SH2.2
3
5
4
4
06/14/2023
98
3
-
SOLDIER PILE CROSS-SECTION
SP #111 1"=1'-0"
T.O. PILE +42.50'± V.I.F.
B.O.E +22.07'± V.I.F.
15
°
ELEV. +30.0'
ELEV. +20.0'
TIEBACK ELEV. +26.50'
ELEV. +40.0'
E.G. +44.50'± V.I.F.
PROPERTY LINE
34'-014"
1
-
SOLDIER PILE CROSS-SECTION
SP #84 1"=1'-0"
TIEBACK ELEV. +36.50'
15
°
TIEBACKS NOT TO
CROSS PROPERTY LINE
T.O. PILE +42.50'± V.I.F.
B.O.E +22.07'± V.I.F.
ELEV. +30.0'
ELEV. +20.0'
ELEV. +40.0'
E.G. +43.93'± V.I.F.
PROPERTY LINE
38'-9"
10" WATER LINE INV. +37.93'± V.I.F.
24'-134"
8" SS LINE INV. +29.29'± V.I.F.
4'-1012"
15
°
TIEBACK ELEV. +26.50'
TIEBACK ELEV. +36.50'
20
°
TIEBACKS NOT TO
CROSS PROPERTY LINE
(N) 8" SS LINE INV. +39.62'± TO 42.81'± V.I.F.
(N) 12" SS LINE INV. +39.62'±
TO 42.81'± V.I.F.
3'-1134"
STRUCTURAL ENGINEER
STAMP
ISSUE / REVISION
SCALE
S.E.R.
DESIGN
DRAWN
PROJECT No.
DRAWING TITLE
No. DESCRIPTION DATE
1300-B Old Bayshore Highway
San Jose, CA 95070
TEL: 650.302.0542
www.ASEsoil.com
41
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PERMIT DRAWINGS 11/09/2022
REVISION 01/09/20231
REVISION 01/26/2023
2
REVISION 03/17/20233
REVISION 04/10/20234
REVISION 06/07/20235
DATE SIGNED
06/07/2023
AS NOTED
IF PRINT SIZE IS
30"x42"
21030
BGC
BGC
BGC
All drawings and written material appearing herein constitute the original and unpublished work of theAmerican Subsurface Engineering and the same may not be duplicated, used or disclosed withoutthe written consent of the American Subsurface Engineering.
SHORING CONTRACTOR
1300 Old Bayshore HighwaySan Jose, CA 95112
TEL: 408.795.1700
www.amdrill.com
PROJECT NAME / LOCATION
REVISION 06/14/20236
SHORING
CROSS-SECTIONS
SH2.3
06/14/2023
99
1
-
SOLDIER PILE CROSS-SECTION
SP #139 1"=1'-0"
T.O. PILE +40.50'± V.I.F.
B.O.E +22.07'± V.I.F.
ELEV. +30.0'
ELEV. +20.0'
ELEV. +40.0'
E.G. +41.74'± V.I.F.
TIEBACK ELEV. +33.50'
20
°
10" WATER LINE INV. +35.74'± V.I.F.
37'-112"
8" SS LINE INV. +25.00'± TO 29.29'± V.I.F.
1'-3"
STRUCTURAL ENGINEER
STAMP
ISSUE / REVISION
SCALE
S.E.R.
DESIGN
DRAWN
PROJECT No.
DRAWING TITLE
No. DESCRIPTION DATE
1300-B Old Bayshore Highway
San Jose, CA 95070
TEL: 650.302.0542
www.ASEsoil.com
41
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Y
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H
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I
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PERMIT DRAWINGS 11/09/2022
REVISION 01/09/20231
REVISION 01/26/2023
2
REVISION 03/17/20233
REVISION 04/10/20234
REVISION 06/07/20235
DATE SIGNED
06/07/2023
AS NOTED
IF PRINT SIZE IS
30"x42"
21030
BGC
BGC
BGC
All drawings and written material appearing herein constitute the original and unpublished work of theAmerican Subsurface Engineering and the same may not be duplicated, used or disclosed withoutthe written consent of the American Subsurface Engineering.
SHORING CONTRACTOR
1300 Old Bayshore HighwaySan Jose, CA 95112
TEL: 408.795.1700
www.amdrill.com
PROJECT NAME / LOCATION
REVISION 06/14/20236
SHORING
CROSS-SECTIONS
SH2.4
06/14/2023
10
0
BC-2
BC-4
BC-5
BC-5.1
BC-6.1
BC-1
BC-2.5
BC-3
BC-3.3
BC-4.5
BC-6
BC-LBC-K BC-K.7BC-JBC-HBC-GBC-E BC-E.9 BC-F BC-G.1 BC-H.5 BC-J.1BC-A.9 BC-CBC-B BC-B.1 BC-DBC-C.1 BC-D.1BC-A
1
1st FLOOR ELEV. +46.50' (0'-0")
B1 FLOOR EVEV. +35.33' (-11'-2")
B2 FLOOR ELEV. +25.16' (-21'-4")
S.O.G. THICKNESS 0'-5"
ROCK THICKNESS 0'-8"
PERIMETER FTG. THICKNESS 2'-0"
B.O.E. / FTG. +22.07' ± V.I.F.
B2 FLOOR ELEV. +25.16' (-21'-4")
ELEV. PIT ELEV. +20.16' (-26'-4")
SUMP PIT DEPTH 2'-0"
SUMP PIT SLAB 0'-10"
B.O.E +17.32' ± V.I.F.
TYP.1
SH2.1
MATCH LINE, SEE SHEET SH3.2
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
28148
140
132
143
138
133
2 3 4 5 2726252423222120191817161514131211109876
125
126
127
128
129
130
131
134
135
136
137
139
145
146
147
141
142
144
3
SH2.2
1
SH4.1
2
SH4.1
2
SH4.4
1
SH2.4
F.G. +37.03'±
E.G. +37.74'±
F.G. +37.14'±
E.G. +37.79'±
F.G. +37.25'±
E.G. +37.93'±
F.G. +37.37'±
E.G. +38.08'±
F.G. +37.48'±
E.G. +38.09'±
F.G. +37.59'±
E.G. +38.21'±
F.G. +37.71'±
E.G. +38.48'±F.G. +37.79'±
E.G. +38.57'±F.G. +37.88'±
E.G. +38.66'±F.G. +37.96'±
E.G. +38.70'±F.G. +38.04'±
E.G. +38.81'±F.G. +38.12'±
E.G. +38.90'±F.G. +38.19'±
E.G. +38.93'±
F.G. +38.27'±
E.G. +39.05'±
F.G. +38.33'±
E.G. +39.09'±F.G. +38.40'±
E.G. +39.07'±F.G. +38.46'±
E.G. +39.20'±F.G. +38.52'±
E.G. +39.21'±F.G. +38.60'±
E.G. +39.39'±F.G. +38.67'±
E.G. +39.48'±F.G. +38.75'±
E.G. +39.59'±
F.G. +38.81'±
E.G. +39.49'±
F.G. +38.87'±
E.G. +39.58'±
F.G. +38.93'±
E.G. +39.58'±F.G. +38.99'±
E.G. +39.60'±F.G. +39.06'±
E.G. +39.64'±F.G. +39.13'±
E.G. +39.69'±
1
SH2.2
25
'
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25
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25
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24
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24
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24
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24
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24
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24
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23
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23
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23
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1PARTIAL SHORING PLAN
1/8"=1'-0"0'
SCALE:
1'
5'
10'
1/8"=1'-0"
1. FOR GENERAL NOTES REFER TO SHEET SH1.1.
2. FOR TYPICAL SHORING DETAILS REFER TO SHEET SH2.1.
3. FOR TYPICAL CONSTRUCTION GUARD RAIL REFER TO DETAIL 4/SH2.1.
4. EXISTING SITE CONDITIONS (SITE PLAN), GRID AND NEW IMPROVEMENTS SHOWN ARE FOR
REFERENCE ONLY AND MAY NOT REFLECT ALL SITE CONDITIONS AND ACCURATE
DIMENSIONS. SEE ARCHITECTURAL DRAWINGS FOR BUILDING GRID AND DIMENSIONS. SEE
PROJECT CIVIL PLANS FOR SITE AND CONDITIONS.
5. EXISTING UTILITIES SHOWN ON THIS PLAN ARE BASED ON RECORD LOCATIONS SHOWN ON
THE SITE TOPOGRAPHICAL SURVEY. ADDITIONAL UTILITIES MAY BE PRESENT. IT IS THE
CONTRACTOR'S RESPONSIBILITY TO CONFIRM AND/OR DETERMINE THE LOCATION OF ALL
UTILITIES AND DRILLING CLEARANCE PRIOR TO PROCEEDING WITH DRILLING OPERATIONS.
6. EXISTING UTILITIES TO BE ABANDONED AND IN CONFLICT WITH NEW SHORING SHALL BE
REMOVED BY GENERAL CONTRACTOR PRIOR TO SHORING INSTALLATION.
7. SHORING CONTRACTOR TO VERIFY QUANTITY OF SOLDIER PILES.
8. BUILDING B - B2 PAD ELEVATION FOR REFERENCE ONLY +24.74'± VERIFY WITH CIVIL
DRAWINGS.
SHORING NOTES:
NORTH
0
062-722-008-1
ASU
TRELAECIVRESDNUORG
R
E
D
N
U
G
I
D
U
OYEROFEBLLAC
RESTRAINED SOLDIER PILE SCHEDULE
SOLDIER
PILE
NUMBER
SHORING
TYPE
(T=TIEBACK)
MAX. CUT
HEIGHT
"H"
MIN. TOE
DEPTH
"D"
SOLDIER PILE
TOTAL
LENGTH
MINIMUM
PILE
SECTION
(GR. 50)
DSM
PILE
SPACING
TIEBACK
DL LOAD/ ANGLE
TIEBACK
TEST LOAD
TIEBACK
UNBONDED
LENGTH
ESTIMATED
TIEBACK
BONDED
LENGTH
ESTIMATED
TIEBACK
TOTAL
LENGTH
ESTIMATED
TIEBACK
TAIL
LENGTH
NUMBER
OF TIEBACK
STRANDS
MINIMUM
ELONGATION
(IN.)
THREADED
BAR SIZE
(GR 75)
MINIMUM
ELONGATION
(IN.)
SOLDIER
PILE COUNT
SEE NOTE 7
1-6 T - 4'-9" SLOPE 13'-0" 8'-6" 21'-6" W16x26 7'-0"54 KIPS/ 25° 67 KIPS 15'-0" 20'-0" 35'-0" 3'-0"2 0.92 --6
"H" 146-148 T - 2'-0" SLOPE 16'-6" 14'-0" 30'-6" W18x35 7'-0"105 KIPS/ 20°131 KIPS 15'-0" 37'-6" 52'-6" 3'-0" 3 1.17 - -3
7-9, 19-28 T - 4'-9" SLOPE 13'-0" 8'-6" 21'-6" W16x26 7'-0"54 KIPS/ 25° 67 KIPS 15'-0" 20'-0" 35'-0" 3'-0"2 0.92 --22
"H" 10-18 T - 4'-9" SLOPE 13'-0" 8'-6" 21'-6" W18x35 7'-0" 112 KIPS/ 25° 139 KIPS 15'-0" 40'-0" 55'-0" 3'-0" 4 0.96 - -22
"H" 127-135,
144, 145 T - 2'-0" SLOPE 18'-6" 14'-0" 32'-6" W18x35 7'-0"112 KIPS/ 20° 140 KIPS 15'-0" 40'-0" 55'-0" 3'-0"41.24 - - 11
29, 30, 36 T - 2'-0" SLOPE 18'-6" 10'-0" 28'-6" W14x74 7'-0" 81 KIPS/ 20° 101.5 KIPS 15'-0" 29'-0" 44'-0"3'-0" 3 0.92 - -3
'H" 70-98 T - 2'-0" SLOPE 20'-6" 7'-6" 28'-0" W16x31 7'-0"
79 KIPS/ 15° ROW 1
54 KIPS/ 15° ROW 2
98.5 KIPS ROW 1
67.5 KIPS ROW 2
12'-0"
10'-0"
23'-2"
19'-3"
35'-2"
29'-3"2'-0" - -
#11
#10
0.28
0.21 29
'H" 99-121 T - 2'-0" SLOPE 20'-6" 7'-6" 28'-0" W16x31 7'-0"
81 KIPS/ 20° ROW 1
54 KIPS/ 15° ROW 2
101 KIPS ROW 1
67.5 KIPS ROW 2
15'-0"
15'-0"
26'-3"
19'-3"
41'-3"
34'-3"3'-0"3
2
0.91
0.91 --23
"H" 122-126 T - 2'-0" SLOPE 20'-6" 13'-6" 34'-0" W18x35 7'-0"114.5 KIPS/ 20° 143 KIPS 15'-0" 41'-0" 56'-0" 3'-0"4 1.28 --5
37-69 T - 2'-0" SLOPE 20'-6" 10'-0" 30'-6"W14x74 7'-0"91 KIPS/ 20° 114 KIPS 15'-0" 32'-6" 47'-6" 3'-0" 3 1.04 --33
"H" 140-143 T - 2'-0" SLOPE 22'-6" 15'-0" 37'-6" W18x40 7'-0"119.5 KIPS/ 20° 149 KIPS 15'-0" 42'-6" 57'-6" 3'-0"4 1.00 --4
31-35 T - 2'-0" SLOPE 22'-6" 10'-0" 32'-6" W14x74 7'-0" 101.5 KIPS/ 20° 127 KIPS 15'-0" 36'-3" 51'-3" 3'-0" 3 1.16 - -5
"H" 136-139 T - 2'-0" SLOPE 23'-6" 16'-6" 40'-0"W21x44 7'-0"123 KIPS/ 20° 154 KIPS 15'-0" 44'-0" 59'-0" 3'-0"4 1.03 --4
** "H" DENOTES HEAVY SURCHARGE, 120,000 LB. POINT LOAD A MINIMUM OF 6'-0" CLEAR FROM FACE OF SHORING OR FROM TOP OF SLOPE.
THE MINIMUM ELONGATION IS 80% OF THE THEORETICAL ELONGATION AND INCLUDES A 3'-0" LONG STRESSING TAIL LENGTH.
STRUCTURAL ENGINEER
STAMP
ISSUE / REVISION
SCALE
S.E.R.
DESIGN
DRAWN
PROJECT No.
DRAWING TITLE
No. DESCRIPTION DATE
1300-B Old Bayshore Highway
San Jose, CA 95070
TEL: 650.302.0542
www.ASEsoil.com
41
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PERMIT DRAWINGS 11/09/2022
REVISION 01/09/20231
REVISION 01/26/2023
2
REVISION 03/17/20233
REVISION 04/10/20234
REVISION 06/07/20235
DATE SIGNED
06/07/2023
AS NOTED
IF PRINT SIZE IS
30"x42"
21030
BGC
BGC
BGC
All drawings and written material appearing herein constitute the original and unpublished work of theAmerican Subsurface Engineering and the same may not be duplicated, used or disclosed withoutthe written consent of the American Subsurface Engineering.
SHORING CONTRACTOR
1300 Old Bayshore HighwaySan Jose, CA 95112
TEL: 408.795.1700
www.amdrill.com
PROJECT NAME / LOCATION
REVISION 06/14/20236
PARTIAL
SHORING
PLAN
SH3.1
A-1 A-2
B-1
B-2
C-1
C-2
KEY PLAN
1
2
3 4
4
4
5
5
5
6
06/14/2023
10
1
×
BC-6.1
BC-7
BC-6.5
BC-6
×
×
BC-7
BC-8
BC-9.9
BC-10
BC-10.7
BC-9
BC-8.7
BC-7.5
BC-12
BC-11
BC-11.7
BC-11.5
BC-LBC-K BC-K.7BC-JBC-HBC-GBC-E BC-E.9 BC-F BC-G.1 BC-H.5 BC-J.1BC-A.9 BC-CBC-B BC-B.1 BC-DBC-C.1 BC-D.1BC-A
FOUNDATION PLAN NOTES:
1st FLOOR ELEV. +46.50' (0'-0")
B1 FLOOR EVEV. +35.33' (-11'-2")
B2 FLOOR ELEV. +25.16' (-21'-4")
S.O.G. THICKNESS 0'-5"
ROCK THICKNESS 0'-8"
PERIMETER FTG. THICKNESS 2'-0"
B.O.E. / FTG. +22.07' ± V.I.F.
MATCH LINE, SEE SHEET SH3.1 45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
7071727374757677787980818283848586878889909192939495969798
99
100
101
102
103
104
105
106
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
110
109
108 107
1
SH4.2
2
SH4.2
1
SH4.3
2
SH4.3
1
SH4.4
1
SH2.3
3
SH2.3
1PARTIAL SHORING PLAN
1/8"=1'-0"0'
SCALE:
1'
5'
10'
1/8"=1'-0"
1. FOR GENERAL NOTES REFER TO SHEET SH1.1.
2. FOR TYPICAL SHORING DETAILS REFER TO SHEET SH2.1.
3. FOR TYPICAL CONSTRUCTION GUARD RAIL REFER TO DETAIL 4/SH2.1.
4. EXISTING SITE CONDITIONS (SITE PLAN), GRID AND NEW IMPROVEMENTS SHOWN ARE FOR
REFERENCE ONLY AND MAY NOT REFLECT ALL SITE CONDITIONS AND ACCURATE
DIMENSIONS. SEE ARCHITECTURAL DRAWINGS FOR BUILDING GRID AND DIMENSIONS. SEE
PROJECT CIVIL PLANS FOR SITE AND CONDITIONS.
5. EXISTING UTILITIES SHOWN ON THIS PLAN ARE BASED ON RECORD LOCATIONS SHOWN ON
THE SITE TOPOGRAPHICAL SURVEY. ADDITIONAL UTILITIES MAY BE PRESENT. IT IS THE
CONTRACTOR'S RESPONSIBILITY TO CONFIRM AND/OR DETERMINE THE LOCATION OF ALL
UTILITIES AND DRILLING CLEARANCE PRIOR TO PROCEEDING WITH DRILLING OPERATIONS.
6. EXISTING UTILITIES TO BE ABANDONED AND IN CONFLICT WITH NEW SHORING SHALL BE
REMOVED BY GENERAL CONTRACTOR PRIOR TO SHORING INSTALLATION.
7. SHORING CONTRACTOR TO VERIFY QUANTITY OF SOLDIER PILES.
8. BUILDING B - B2 PAD ELEVATION FOR REFERENCE ONLY +24.74'± VERIFY WITH CIVIL
DRAWINGS.
SHORING NOTES:
NORTH
0
062-722-008-1
ASU
TRELAECIVRESDNUORG
R
E
D
N
U
G
I
D
U
OYEROFEBLLAC
RESTRAINED SOLDIER PILE SCHEDULE
SOLDIER
PILE
NUMBER
SHORING
TYPE
(T=TIEBACK)
MAX. CUT
HEIGHT
"H"
MIN. TOE
DEPTH
"D"
SOLDIER PILE
TOTAL
LENGTH
MINIMUM
PILE
SECTION
(GR. 50)
DSM
PILE
SPACING
TIEBACK
DL LOAD/ ANGLE
TIEBACK
TEST LOAD
TIEBACK
UNBONDED
LENGTH
ESTIMATED
TIEBACK
BONDED
LENGTH
ESTIMATED
TIEBACK
TOTAL
LENGTH
ESTIMATED
TIEBACK
TAIL
LENGTH
NUMBER
OF TIEBACK
STRANDS
MINIMUM
ELONGATION
(IN.)
THREADED
BAR SIZE
(GR 75)
MINIMUM
ELONGATION
(IN.)
SOLDIER
PILE COUNT
SEE NOTE 7
1-6 T - 4'-9" SLOPE 13'-0" 8'-6" 21'-6" W16x26 7'-0" 54 KIPS/ 25° 67 KIPS 15'-0" 20'-0" 35'-0" 3'-0"2 0.92 - - 6
"H" 146-148 T - 2'-0" SLOPE 16'-6" 14'-0"30'-6" W18x35 7'-0" 105 KIPS/ 20° 131 KIPS 15'-0"37'-6"52'-6"3'-0" 3 1.17 - -3
7-9, 19-28 T - 4'-9" SLOPE 13'-0" 8'-6" 21'-6" W16x26 7'-0"54 KIPS/ 25° 67 KIPS 15'-0" 20'-0" 35'-0" 3'-0"2 0.92 --22
"H" 10-18 T - 4'-9" SLOPE 13'-0" 8'-6" 21'-6" W18x35 7'-0"112 KIPS/ 25° 139 KIPS 15'-0" 40'-0" 55'-0" 3'-0"4 0.96 --22
"H" 127-135,
144, 145 T - 2'-0" SLOPE 18'-6" 14'-0" 32'-6" W18x35 7'-0" 112 KIPS/ 20° 140 KIPS 15'-0" 40'-0" 55'-0" 3'-0" 4 1.24 --11
29, 30, 36 T - 2'-0" SLOPE 18'-6" 10'-0" 28'-6"W14x74 7'-0"81 KIPS/ 20° 101.5 KIPS 15'-0" 29'-0" 44'-0" 3'-0" 3 0.92 --3
'H" 70-98 T - 2'-0" SLOPE 20'-6" 7'-6" 28'-0" W16x31 7'-0"
79 KIPS/ 15° ROW 1
54 KIPS/ 15° ROW 2
98.5 KIPS ROW 1
67.5 KIPS ROW 2
12'-0"
10'-0"
23'-2"
19'-3"
35'-2"
29'-3"2'-0"--#11
#10
0.28
0.21 29
'H" 99-121 T - 2'-0" SLOPE 20'-6" 7'-6" 28'-0" W16x31 7'-0"
81 KIPS/ 20° ROW 1
54 KIPS/ 15° ROW 2
101 KIPS ROW 1
67.5 KIPS ROW 2
15'-0"
15'-0"
26'-3"
19'-3"
41'-3"
34'-3"3'-0"3
2
0.91
0.91 --23
"H" 122-126 T - 2'-0" SLOPE 20'-6" 13'-6" 34'-0" W18x35 7'-0" 114.5 KIPS/ 20° 143 KIPS 15'-0" 41'-0" 56'-0" 3'-0" 4 1.28 - - 5
37-69 T - 2'-0" SLOPE 20'-6" 10'-0" 30'-6"W14x74 7'-0" 91 KIPS/ 20° 114 KIPS 15'-0" 32'-6" 47'-6" 3'-0" 3 1.04 - - 33
"H" 140-143 T - 2'-0" SLOPE 22'-6" 15'-0"37'-6"W18x40 7'-0" 119.5 KIPS/ 20° 149 KIPS 15'-0" 42'-6" 57'-6"3'-0"41.00 - - 4
31-35 T - 2'-0" SLOPE 22'-6" 10'-0" 32'-6"W14x74 7'-0" 101.5 KIPS/ 20° 127 KIPS 15'-0" 36'-3" 51'-3" 3'-0" 3 1.16 - - 5
"H" 136-139 T - 2'-0" SLOPE 23'-6" 16'-6" 40'-0"W21x44 7'-0"123 KIPS/ 20° 154 KIPS 15'-0" 44'-0" 59'-0" 3'-0"4 1.03 --4
** "H" DENOTES HEAVY SURCHARGE, 120,000 LB. POINT LOAD A MINIMUM OF 6'-0" CLEAR FROM FACE OF SHORING OR FROM TOP OF SLOPE.
THE MINIMUM ELONGATION IS 80% OF THE THEORETICAL ELONGATION AND INCLUDES A 3'-0" LONG STRESSING TAIL LENGTH.
STRUCTURAL ENGINEER
STAMP
ISSUE / REVISION
SCALE
S.E.R.
DESIGN
DRAWN
PROJECT No.
DRAWING TITLE
No. DESCRIPTION DATE
1300-B Old Bayshore Highway
San Jose, CA 95070
TEL: 650.302.0542
www.ASEsoil.com
41
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A
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H
O
R
I
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PERMIT DRAWINGS 11/09/2022
REVISION 01/09/20231
REVISION 01/26/2023
2
REVISION 03/17/20233
REVISION 04/10/20234
REVISION 06/07/20235
DATE SIGNED
06/07/2023
AS NOTED
IF PRINT SIZE IS
30"x42"
21030
BGC
BGC
BGC
All drawings and written material appearing herein constitute the original and unpublished work of theAmerican Subsurface Engineering and the same may not be duplicated, used or disclosed withoutthe written consent of the American Subsurface Engineering.
SHORING CONTRACTOR
1300 Old Bayshore HighwaySan Jose, CA 95112
TEL: 408.795.1700
www.amdrill.com
PROJECT NAME / LOCATION
REVISION 06/14/20236
PARTIAL
SHORING
PLAN
SH3.2
A-1 A-2
B-1
B-2
C-1
C-2
KEY PLAN
1
2
3 4
4
4
5
06/14/2023
10
2
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FO
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E.G. +37.74'± V.I.F.
B.O.E. +22.07'± V.I.F.
148 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
W1
6
x
2
6
x
2
1
'
-
6
"
54 KIPS / 15'-0" / 25°
6'-
0
"
6'-
0
"
54 KIPS / 15'-0" / 25°
W1
8
x
3
5
x
2
1
'
-
6
"
6'-
0
"
112 KIPS / 15'-0" / 25°
6'-
0
"
B.O.S. +34.50'± V.I.F.
B.O.S. +35.00'± V.I.F.
W1
8
x
3
5
x
2
1
'
-
6
"
W1
8
x
3
5
x
2
1
'
-
6
"
W1
8
x
3
5
x
2
1
'
-
6
"
W1
8
x
3
5
x
2
1
'
-
6
"
W1
8
x
3
5
x
2
1
'
-
6
"
W1
8
x
3
5
x
2
1
'
-
6
"
W1
8
x
3
5
x
2
1
'
-
6
"
W1
8
x
3
5
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
ELEV. +40.00'
ELEV. +30.00'
ELEV. +20.00'
ELEV. +10.00'
ELEV. +40.00'
ELEV. +30.00'
ELEV. +20.00'
ELEV. +10.00'
OU
T
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I
D
E
FO
L
D
L
I
N
E
B.O.S.
B.O.E. +18.15'± V.I.F.
28192021272625242322 29 30 31 32 33 34 35 36 37 38
W1
4
x
7
4
x
2
8
'
-
6
"
W1
4
x
7
4
x
2
8
'
-
6
"
9'-
6
"
81 KIPS / 15'-0" / 20°
W1
4
x
7
4
x
3
0
'
-
6
"
9'-
6
"
91 KIPS / 15'-0" / 20°
W1
4
x
7
4
x
2
8
'
-
6
"
9'-
6
"
81 KIPS / 15'-0" / 20°
W1
4
x
7
4
x
3
0
'
-
6
"
9'-
6
"
W1
4
x
7
4
x
3
2
'
-
6
"
101.5 KIPS / 15'-0" / 20°
W1
4
x
7
4
x
3
2
'
-
6
"
W1
4
x
7
4
x
3
2
'
-
6
"
W1
4
x
7
4
x
3
2
'
-
6
"
W1
4
x
7
4
x
3
2
'
-
6
"
6'-
0
"
54 KIPS / 15'-0" / 25°
E.G. +42.09'± V.I.F.
E.G. +39.69'± V.I.F.
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
W1
6
x
2
6
x
2
1
'
-
6
"
STRUCTURAL ENGINEER
STAMP
ISSUE / REVISION
SCALE
S.E.R.
DESIGN
DRAWN
PROJECT No.
DRAWING TITLE
No. DESCRIPTION DATE
1300-B Old Bayshore Highway
San Jose, CA 95070
TEL: 650.302.0542
www.ASEsoil.com
41
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PERMIT DRAWINGS 11/09/2022
REVISION 01/09/20231
REVISION 01/26/2023
2
REVISION 03/17/20233
REVISION 04/10/20234
REVISION 06/07/20235
DATE SIGNED
06/07/2023
AS NOTED
IF PRINT SIZE IS
30"x42"
21030
BGC
BGC
BGC
All drawings and written material appearing herein constitute the original and unpublished work of theAmerican Subsurface Engineering and the same may not be duplicated, used or disclosed withoutthe written consent of the American Subsurface Engineering.
SHORING CONTRACTOR
1300 Old Bayshore HighwaySan Jose, CA 95112
TEL: 408.795.1700
www.amdrill.com
PROJECT NAME / LOCATION
REVISION 06/14/20236
PARTIAL
SHORING
ELEVATION
SH4.1
2
3
3
5
5
06/14/2023
10
3
B.O.S. +41.50'± V.I.F.
38 39 40 41 42 575655545352515049484746454443
91 KIPS / 15'-0" / 20°
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
91 KIPS / 15'-0" / 20°
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
9'-
6
"
0'
SCALE:
1'5'10'
1/4"=1'-0"
1PARTIAL SHORING ELEVATION
1/4"=1'-0"
SHORING NOTES:
1. FOR SHORING NOTES REFER TO SHEET SH3.1.
ELEV. +40.00'
ELEV. +30.00'
ELEV. +20.00'
ELEV. +10.00'
ELEV. +40.00'
ELEV. +30.00'
ELEV. +20.00'
ELEV. +10.00'
OU
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FO
L
D
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E.G. +44.50'± V.I.F.B.O.S. +42.50'± V.I.F.B.O.S
69686766656463626160595857 70 71 72 73 74 75 76
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
4
x
7
4
x
3
0
'
-
6
"
W1
6
x
3
1
x
2
8
'
-
0
"
6'-
0
"
10
'
-
0
"
79 KIPS / 15'-0" / 15°
54 KIPS / 15'-0" / 15°
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
2PARTIAL SHORING ELEVATION
1/4"=1'-0"
STRUCTURAL ENGINEER
STAMP
ISSUE / REVISION
SCALE
S.E.R.
DESIGN
DRAWN
PROJECT No.
DRAWING TITLE
No. DESCRIPTION DATE
1300-B Old Bayshore Highway
San Jose, CA 95070
TEL: 650.302.0542
www.ASEsoil.com
41
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C
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C
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C
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9
4
0
8
0
SY
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0
N
O
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-
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B
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H
O
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G
PERMIT DRAWINGS 11/09/2022
REVISION 01/09/20231
REVISION 01/26/2023
2
REVISION 03/17/20233
REVISION 04/10/20234
REVISION 06/07/20235
DATE SIGNED
06/07/2023
AS NOTED
IF PRINT SIZE IS
30"x42"
21030
BGC
BGC
BGC
All drawings and written material appearing herein constitute the original and unpublished work of theAmerican Subsurface Engineering and the same may not be duplicated, used or disclosed withoutthe written consent of the American Subsurface Engineering.
SHORING CONTRACTOR
1300 Old Bayshore HighwaySan Jose, CA 95112
TEL: 408.795.1700
www.amdrill.com
PROJECT NAME / LOCATION
REVISION 06/14/20236
PARTIAL
SHORING
ELEVATION
SH4.2
06/14/2023
10
4
B.O.S. +42.50'± V.I.F.
76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
0'
SCALE:
1'5'10'
1/4"=1'-0"
1PARTIAL SHORING ELEVATION
1/4"=1'-0"
SHORING NOTES:
1. FOR SHORING NOTES REFER TO SHEET SH3.1.
ELEV. +40.00'
ELEV. +30.00'
ELEV. +20.00'
ELEV. +10.00'
ELEV. +40.00'
ELEV. +30.00'
ELEV. +20.00'
ELEV. +10.00'
OU
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E.G. +44.500'± V.I.F.E.G. +44.00'± V.I.F.E.G. +44.00'± V.I.F.B.O.S. +42.50'± V.I.F.
110 111 112 113 114 115 1169910010110210310410510610710810995969798
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
2PARTIAL SHORING ELEVATION
1/4"=1'-0"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
6'-
0
"
10
'
-
0
"
81 KIPS / 15'-0" / 20°
54 KIPS / 15'-0" / 15°
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
6'-
0
"
10
'
-
0
"
STRUCTURAL ENGINEER
STAMP
ISSUE / REVISION
SCALE
S.E.R.
DESIGN
DRAWN
PROJECT No.
DRAWING TITLE
No. DESCRIPTION DATE
1300-B Old Bayshore Highway
San Jose, CA 95070
TEL: 650.302.0542
www.ASEsoil.com
41
0
N
O
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A
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O
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A
9
4
0
8
0
SY
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-
4
1
0
N
O
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-
B
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G
B
TE
M
P
O
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A
R
Y
S
H
O
R
I
N
G
PERMIT DRAWINGS 11/09/2022
REVISION 01/09/20231
REVISION 01/26/2023
2
REVISION 03/17/20233
REVISION 04/10/20234
REVISION 06/07/20235
DATE SIGNED
06/07/2023
AS NOTED
IF PRINT SIZE IS
30"x42"
21030
BGC
BGC
BGC
All drawings and written material appearing herein constitute the original and unpublished work of theAmerican Subsurface Engineering and the same may not be duplicated, used or disclosed withoutthe written consent of the American Subsurface Engineering.
SHORING CONTRACTOR
1300 Old Bayshore HighwaySan Jose, CA 95112
TEL: 408.795.1700
www.amdrill.com
PROJECT NAME / LOCATION
REVISION 06/14/20236
PARTIAL
SHORING
ELEVATION
SH4.3
06/14/2023
10
5
OU
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FO
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FO
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E.G. +42.00'± V.I.F.E.G. +42.00'± V.I.F.
B.O.S. +41.50'± V.I.F.
B.O.S. +40.50'± V.I.F.
136135134133132116117118119120121122131130129128127126125124123
W1
8
x
3
5
x
3
2
'
-
6
"
112 KIPS / 15'-0" / 20°
7'-
0
"
W1
8
x
3
5
x
3
2
'
-
6
"
W1
8
x
3
5
x
3
2
'
-
6
"
W1
8
x
3
5
x
3
2
'
-
6
"
W1
8
x
3
5
x
3
2
'
-
6
"
W1
8
x
3
5
x
3
2
'
-
6
"
W1
8
x
3
5
x
3
2
'
-
6
"
W1
8
x
3
5
x
3
2
'
-
6
"
W1
8
x
3
5
x
3
2
'
-
6
"
114.5 KIPS / 15'-0" / 20°
7'-
0
"
W1
8
x
3
5
x
3
4
'
-
0
"
W1
8
x
3
5
x
3
4
'
-
0
"
W1
8
x
3
5
x
3
4
'
-
0
"
W1
8
x
3
5
x
3
4
'
-
0
"
W1
8
x
3
5
x
3
4
'
-
0
"
W2
1
x
4
4
x
4
0
'
-
0
"
7'-
0
"
0'
SCALE:
1'5'10'
1/4"=1'-0"
1PARTIAL SHORING ELEVATION
1/4"=1'-0"
SHORING NOTES:
1. FOR SHORING NOTES REFER TO SHEET SH3.1.
W1
6
x
3
1
x
2
8
'
-
0
"
6'-
0
"
10
'
-
0
"
81 KIPS / 15'-0" / 20°
54 KIPS / 15'-0" / 15°
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
W1
6
x
3
1
x
2
8
'
-
0
"
ELEV. +40.00'
ELEV. +30.00'
ELEV. +20.00'
ELEV. +10.00'
ELEV. +40.00'
ELEV. +30.00'
ELEV. +20.00'
ELEV. +10.00'
OU
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E.G. +42.00'± V.I.F.
E.G. +41.00'± V.I.F.E.G. +41.00'± V.I.F.
E.G. +40.00'± V.I.F.
B.O.S. +39.50'± V.I.F.
B.O.S. +38.50'± V.I.F.
B.O.E. +17.32'± V.I.F.B.O.E. +18.15'± V.I.F.
148147146145144143142141140139138137136
W1
8
x
3
5
x
3
0
'
-
6
"
105 KIPS / 15'-0" / 20°
6'-
0
"
W1
8
x
3
5
x
3
2
'
-
6
"
W1
8
x
3
5
x
3
2
'
-
6
"
112 KIPS / 15'-0" / 20°
7'-
0
"
W2
1
x
4
4
x
4
0
'
-
0
"
123 KIPS / 15'-0" / 20°
7'-
0
"
W1
8
x
4
0
x
3
7
'
-
6
"
119.5 KIPS / 15'-0" / 20°
7'-
0
"
W2
1
x
4
4
x
4
0
'
-
0
"
W2
1
x
4
4
x
4
0
'
-
0
"
W2
1
x
4
4
x
4
0
'
-
0
"
W1
8
x
4
0
x
3
7
'
-
6
"
W1
8
x
4
0
x
3
7
'
-
6
"
W1
8
x
4
0
x
3
7
'
-
6
"
2PARTIAL SHORING ELEVATION
1/4"=1'-0"
W1
8
x
3
5
x
3
0
'
-
6
"
W1
8
x
3
5
x
3
0
'
-
6
"
STRUCTURAL ENGINEER
STAMP
ISSUE / REVISION
SCALE
S.E.R.
DESIGN
DRAWN
PROJECT No.
DRAWING TITLE
No. DESCRIPTION DATE
1300-B Old Bayshore Highway
San Jose, CA 95070
TEL: 650.302.0542
www.ASEsoil.com
41
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REVISION 01/09/20231
REVISION 01/26/2023
2
REVISION 03/17/20233
REVISION 04/10/20234
REVISION 06/07/20235
DATE SIGNED
06/07/2023
AS NOTED
IF PRINT SIZE IS
30"x42"
21030
BGC
BGC
BGC
All drawings and written material appearing herein constitute the original and unpublished work of theAmerican Subsurface Engineering and the same may not be duplicated, used or disclosed withoutthe written consent of the American Subsurface Engineering.
SHORING CONTRACTOR
1300 Old Bayshore HighwaySan Jose, CA 95112
TEL: 408.795.1700
www.amdrill.com
PROJECT NAME / LOCATION
REVISION 06/14/20236
PARTIAL
SHORING
ELEVATION
SH4.4
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06/14/2023
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PAGE NO: S 122/ R5
DATE: 06/07/2023
BY: BGC
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PAGE NO: S 123/ R5
DATE: 06/07/2023
BY: BGC
10
9
SURCHARGE: BOUSSINESQ EQUATION FOR A POINT LOAD (NAVFAC DM-7.2 - CHAP 3, FIG. 11)
Centerline of Support to face of shoring/ Wall (X) = 6.0 ft.
Surcharge Point Load (QP) =120,000 lb.
Shoring/ Wall Cut Height (H) = 13.0 ft.
d VH VH, Total d = depth below existing grade
(feet)(psf)(psf)VH = lateral surcharge from point load
1 151 151 870 psf
VH,MAX
2 478 478 4.00 ft.
VH,MAX at Depth
3 755 755 696 psf
VH,Simple = 0.8PS
4 870 870
5 842 842
6 738 738
7 610 610
8 489 489
9 387 387
10 304 304
11 239 239
12 189 189
13 150 150
14 120 120
15 97 97
16 79 79
17 64 64
18 53 53
19 44 44
20 37 37
21 31 31
22 26 26
23 22 22
24 19 19
25 17 17
26 14 14
27 12 12
28 11 11
29 10 10
30 8 8
31 7 7
32 7 7
33 6 6
34 5 5
35 5 5
36 4 4
37 4 4
38 3 3
39 3 3
40 3 3
41 3 3
42 2 2
43 2 2
44 2 2
45 2 2
46 2 2
47 1 1
48 1 1
49 1 1
50 1 1
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Surcharge Loading Simplified
Y:\Box Sync\American Subsurface Engineering\ASE Projects\21030 410 Noor Ave Shoring\Calculations\Bldg B\13 Cut Boussinesq Heavy Surcharge Loading
V 3.4 - Copy.xlsx Page 1 of 2
PAGE NO: S 124/ R5
DATE: 06/07/2023
BY: BGC
110
For m ≤ 0.4:
For m > 0.4:
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Y:\Box Sync\American Subsurface Engineering\ASE Projects\21030 410 Noor Ave Shoring\Calculations\Bldg B\13 Cut Boussinesq Heavy Surcharge Loading
V 3.4 - Copy.xlsx Page 2 of 2
PAGE NO: S 125/ R5
DATE: 06/07/2023
BY: BGC
111
Tieback Pocket Design
Note:XX Indicates input data Soldier Pile Number:TB Row:1
Pile Diameter =30.00 in.Soldier Pile Section =W16x26 Temporary
Retained Height =13.00 ft.Fy Section =50 ksi Drilled
Depth of Tieback =6.0 ft.Max. Shear at TB =24.34 kips
Tieback Reaction =48.6 kips Moment at TB =63.32 k-ft
Tieback Angle =25°Max. Pile Moment =63.32 k-ft
MP/ : =110.3 k-ft DC Ratio = 0.574
A = 7.68 in²
d = 15.7 in
bF =5.5 in Cw = 565 in⁶
tF =0.345 in tW =0.25 in j = 0.262 in⁴
K1 =0.75 in KDESIGN =0.747 in c = 1
SX =38.4 in³ZX =44.2 in³ho =15.40 in⁴
IX =301 in⁴Iy =9.59 in⁴
X1 = bf-((bf/2)+K1) =2.00 in
Flange Area Removed (AFR) = tf*X1 =0.69 in²
Number of Flanges Cut (NF) =2
Replacement Plate Area (AAREA) =2.00 in²
AP > Flane Area Removed
Plate Thickness, AT =0.50 in
Plate Width, AW =4.0 in
Fy Plate =36 ksi
# of Replacement Plates (AP) =2
Icomposite =473.98 in⁴
M*YTOP/ICOMPOSITE =13.39 ksi ** SECTION ADEQUATE
M*YBOTTOM/ICOMPOSITE =-12.83 ksi ** SECTION ADEQUATE
Allowable FB/:b =29.94 ksi
Atotal =10.2 in²in.2 ½ Atotal =5.08 in.² 8.35 in
n bn hn yn An dn In An(d2)
1 4.0 0.500 16.450 2.000 8.17 16.200 -0.771 0.000 8.1000 0.0417 131.220 131.26
2 3.5 0.345 16.028 1.208 6.96 15.855 -0.536 0.000 7.6775 0.0120 71.175 71.19
3 0.25 15.01 8.350 3.753 3.21 0.845 7.505 8.350 0.0000 70.4532 0.000 70.45
4 4.0 0.500 0.595 2.000 1.21 0.345 0.969 0.000 -7.7550 0.0417 120.280 120.32
5 3.5 0.345 0.173 1.208 0.00 0.000 1.453 0.000 -8.1775 0.0120 80.747 80.76
Shear Flow Analysis
9.98 kips/ft. 3.71 kips/in.
:W =2.00
QW_TOP = An*YTOP =16.20 in.3 Weld Size =4/16 in.Req'd Total LW =2.69 in./ft.
QW_BOTTOM = An*YBOTTOM =-15.51 in.3 Req'd LW Per Side=1.34 in./ft.
Flange Replacement Plate Capacity - Compression Capacity - Welds to be Staggered
Weld Length/ 6" =3.0 in. Distance Between Welds = 3.0 in.
:C =1.67
ry = 0.1443 in. KL/ry = 20.78 <=25, Acceptable to Use (J4-6)
Pn/:C = FY/:C*Ag =43.11 kips (J4-6)
FCR/:C =21.07 ksi (E3-2/ E3-3)FE =662.5 ksi (E3-4)Pn/:C = FCR/:C*Ag =NA kips (E3-1)
PTOP PLATE =25.97 kips PBOTTOM PLATE =24.86 kips
Flange Replacement Plate Capacity - Tension Capacity - Welds to be Staggered
Length of Connection = 24 in. Plate Width = 4 in. U = 1
FU Plate =58 ksi
Ag =2.0 in.2 Ae =2.0 in.2 :T =1.67 (J4-1)
:T =2.00 (J4-2)
Pn/:T = FY/:T*Ag =43.11 kips (J4-1):(D2-1)
Pn/:T = FU/:T*Ae =58.00 kips (J4-2):(D2-2)
Group 7
Pile Adequate
** PLATES ADEQAUTE
** PLATES ADEQAUTE
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Y:\Box Sync\American Subsurface Engineering\ASE Projects\21030 410 Noor Ave Shoring\Calculations\Bldg B\W16 13 Cut 4.75 Slope 1R Tieback Pocket Design V 5.2.xlsx Page 1 of 3
PAGE NO: S 126/ R5
DATE: 06/07/2023
BY: BGC
112
Area Prestressing Steel, APS =0.217 in.2 Minimum Number of Strands Required = 2.0 @ 25°
Minimum Ultimate Strength, FPU =270 ksi 2.0 @ 25°
Tieback Horizontal Reaction =48.57 kips Use Angle:25°
Tieback Angle =15 20 25 degrees Ultimate - FPU*APS =58.6 kips @ 0.60 FPU*APS =70.3 kips
Tieback Design Load = 50.29 51.69 53.60 kips
0.80 FPU*APS =46.9 kips @ 0.80 FPU*APS =93.7 kips
Test Load Factor = 1.25 1.25 1.25
0.70 FPU*APS =41.0 kips
Tieback Design Test Load =62.86 64.61 66.99
kips 0.60 FPU*APS =35.2 kips
Theoretical Elongation, ' =(PTest Load * LUnbonded)/ (NStrand * APS * E)Modulus of Elasticity, E = 29,000 ksi
Theoretical Elongation, ' =1.15 in.Unbonded Length = 15.00 ft.Minimum 15'-0" for Strand
Min. Theoretical Elongation, 'MIN =0.80'Minimun Stressing Tail Length =3 ft.
Min. Theoretical Elongation, 'MIN = 0.92 in.Total Unbonded Length, LUnbonded =18.0 ft.
NStrand =Minimum Number of Strands Required
Threaded Bar Grade =75 ksi
Threaded Bar ID =10 Minimum Yield Strength, FY =75.00 ksi
Threaded Bar Diameter =1.25 in.Minimum Ultimate Strength, FPU =97.00 ksi
Area Threaded Bar, ATB =1.25 in.2
Tieback Capacity Theoretical Elongation, ' =(PTest Load * LUnbonded)/ (ATB * E)
Test Load = 66.99 kips Unbonded Length = 10.00 ft.Minimum 10'-0" for Bar
Item 2 & 3 Only @ 0.90 FY*ATB =84.4 kips > Test Load - OK Minimun Stressing Tail Length =1 ft.
Item 4 Only @ 0.80 FY*ATB =75.0 kips > Test Load - OK
Total Unbonded Length, LUnbonded =11.0 ft.
Item 5 Only @ 0.70 FY*ATB =65.6 kips Check Theoretical Elongation, ' =0.24 in.
Min. Theoretical Elongation, 0.80', 'MIN = 0.20 in.Plate Yield Stress =50 ksi
Min. Bearing Plate Thickness =0.68 in. Plate Width =5.25 in
Threaded bar anchors shall conform to the following:
1.
2.
3.
4.
5.
** Strand Anchors utilize 0.6" dia. 7-wire, Low Relaxation 270 KSI Strand conforming to ASTM A-416 (bare strand)
- TB Design Load/ 0.60 FPU*APS
- TB Test Load/ 0.80 FPU*APS
Tieback CapacityPrestressing Force Per Strand
Threaded bars by SAS Stressteel or approved equal.
** Threaded Bar
Grade 75/ 80 threaded bars shall corm to ASTM A615 and shall have a minimum yield strength of 75 ksi and an ultimate strength of 97 ksi and may be
proof tested to 90% of yield.
Grade 97 threaded bars shall conform to ASTM A722 and shall have a minimum yield strength of 95 ksi and an ultimate strength of 116 ksi and may be
proof tested to 90% of yield.
Grade 150, ¾” to 1⅞” diameter threaded bars shall conform to ASTM A722 and shall have a minimum yield strength of 137 ksi and an ultimate strength
of 150 ksi and may be proof tested to 80% of yield.
Grade 150, 2¼” to 3” diameter threaded bars shall conform to ASTM A722 and shall have a minimum yield strength of 137 ksi and an ultimate strength
of 150 ksi and may be proof tested to 70% of yield.
Y:\Box Sync\American Subsurface Engineering\ASE Projects\21030 410 Noor Ave Shoring\Calculations\Bldg B\W16 13 Cut 4.75 Slope 1R Tieback Pocket Design V 5.2.xlsx Page 2 of 3
PAGE NO: S 127/ R5
DATE: 06/07/2023
BY: BGC
113
TB Load on EA. Stiffener Plate = 33.5 kips 3.71 kips/in. Weld Size, C =4/16 in.
Minimum Weld Length Req.'d = 9.0 in.
:W =2.00
Actual Weld Length =18.2 in.
Stiffener Plate Weld Capacity =67.6 kips
Stiffener Plate Design
Plate Thickness, PT =3/8 in. ry =0.1083 in.
Plate Width, PW =2.625 in.
KL/ry =90.13 d 4.71(E/FY)1/2 =133.7
Plate Length, LP =15.01 in.
Fe = π2E/(KL/rY)2 =35.2 ksi
Fy Plate =36 ksi FCR =23.5 ksi
:C =1.67
Pn/:C = FCR/:C*Ag =13.84 kips (E3-1)
Web Local Yielding, J10.2 Web Crippling, J10.3
Rn/: =64.46 Kips (J10-2)
Rn/: =52.04 Kips (J10-4)
: =1.50 : =2.00
Σ Stiffener Plate Capacity =78.30 kips Σ Stiffener Plate Capacity =65.87 kips
Determine Minimum Tieback Unbonded Length
Retained Shoring Height =13.00 ft.
Depth of Tieback =6.0 ft.
Theoretical Failure Angle, D =30 deg.
Horizontal Offset, 0.2*H =2.6 ft.
Tieback Unbonded Length =6.38 ft.Use MinImum 15'-Strand, 10'-Bar
Determine Minimum Tieback Bond Length Determine Vertical Tieback Force Resultant Embedment
Allowable Skin Friction Post-Grouted =1,671 psf Allowable Bearing Presure =0 psf From Geotechnical Report
Tieback Drill Shaft Diameter = 8 in.Vibrated Pile Perimeter =Drilled Pier Pile Diameter =30 in.
TB Load = 67.0 kips Allowable Skin Resistance =750 psf Provided By Geothechical Engineer
Estimated Tieback Bond Length =19.14 ft.Allow. Skin Resistance From Geotech. Eng. =750 psf
Estimated Tieback Total Length =34.1 ft.Strand Min. Required Embedment =
Estimated Tieback Total Length =29.1 ft.Threaded Bar (TB1*sin(incl))/SF_ALLOW *p*b =3.85 ft.CHECK AGAINST PILE EMBEDMENT
** Connection Weld is Adequate
** Stiffener Plate Size is Adequate** Stiffener Plate Size is Adequate
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Y:\Box Sync\American Subsurface Engineering\ASE Projects\21030 410 Noor Ave Shoring\Calculations\Bldg B\W16 13 Cut 4.75 Slope 1R Tieback Pocket Design V 5.2.xlsx Page 3 of 3
PAGE NO: S 128/ R5
DATE: 06/07/2023
BY: BGC
114
American Subsurface Eng…
BGC
13'-0" Cut 4'-9" Slope Restrained Std. Surcharge SK-1
13 Cut 4.75 Slope Restraine…
PAGE NO: S 129/ R5
DATE: 06/07/2023
BY: BGC
115
American Subsurface Eng…
BGC
13'-0" Cut 4'-9" Slope Restrained Std. Surcharge SK-2
13 Cut 4.75 Slope Restraine…
PAGE NO: S 130/ R5
DATE: 06/07/2023
BY: BGC
116
American Subsurface Eng…
BGC
13'-0" Cut 4'-9" Slope Restrained Std. Surcharge SK-3
13 Cut 4.75 Slope Restraine…
PAGE NO: S 131/ R5
DATE: 06/07/2023
BY: BGC
117
Company
Designer
Job Number
Model Name
:
:
:
:
American Subsurface Engineering
BGC
13'-0" Cut 4'-9" Slope Restrained Std. …
Checked By :
RISA-3D Version 21 [ 13 Cut 4.75 Slope Restrained 23H.r3d ] Page 1
Hot Rolled Steel Properties
Label E [ksi] G [ksi] Nu Therm. Coeff. [1e⁵°F⁻¹] Density [k/ft³] Yield [ksi] Ry Fu [ksi] Rt
1 A992 29000 11154 0.3 0.65 0.49 50 1.1 65 1.1
2 A36 Gr.36 29000 11154 0.3 0.65 0.49 36 1.5 58 1.2
3 A572 Gr.50 29000 11154 0.3 0.65 0.49 50 1.1 65 1.1
4 A500 Gr.B RND 29000 11154 0.3 0.65 0.527 42 1.4 58 1.3
5 A500 Gr.B Rect 29000 11154 0.3 0.65 0.527 46 1.4 58 1.3
6 A53 Gr.B 29000 11154 0.3 0.65 0.49 35 1.6 60 1.2
7 A1085 29000 11154 0.3 0.65 0.49 50 1.25 65 1.15
8 A913 Gr.65 29000 11154 0.3 0.65 0.49 65 1.1 80 1.1
Hot Rolled Steel Section Sets
Label Shape Type Design List Material Design Rule Area [in²] Iyy [in⁴] Izz [in⁴] J [in⁴]
1 SP1 W16X26 Column Wide Flange A992 Typical 7.68 9.59 301 0.262
Hot Rolled Steel Design Parameters
Label Shape Length [ft] Lb y-y [ft] Lb z-z [ft] Lcomp top [ft] Lcomp bot [ft] K y-y K z-z Channel Conn. a [ft] Function
1 M1 SP1 6 1 1 Lbyy 1 2 2 N/A N/A Lateral
2 M2 SP1 7 1 1 Lbyy 1 1 1 N/A N/A Lateral
3 M3 SP1 6 1 1 Lbyy 1 1 1 N/A N/A Lateral
Member Primary Data
Label I Node J Node Section/Shape Type Design List Material Design Rule
1 M1 N1 N2 SP1 Column Wide Flange A992 Typical
2 M2 N2 N3 SP1 Column Wide Flange A992 Typical
3 M3 N3 N4 SP1 Column Wide Flange A992 Typical
Node Coordinates
Label X [ft] Y [ft] Z [ft] Detach From Diaphragm
1 N1 0 13 0
2 N2 0 7 0
3 N3 0 0 0
4 N4 0 -6 0
Node Boundary Conditions
Node Label X [k/in] Y [k/in] Z [k/in] X Rot [k-ft/rad] Y Rot [k-ft/rad] Z Rot [k-ft/rad]
1 N2 Reaction
2 N4 Reaction Reaction Reaction Reaction Reaction Reaction
Member Distributed Loads (BLC 1 : Active 23H)
Member LabelDirectionStart Magnitude [k/ft, F, ksf, k-ft/ft]End Magnitude [k/ft, F, ksf, k-ft/ft]Start Location [(ft, %)]End Location [(ft, %)]
1 M1 X 0 0.427 0 3.6
2 M1 X 0.427 0.427 3.6 %100
3 M2 X 0.427 0.427 0 2.8
4 M2 X 0.427 0 2.8 %100
PAGE NO: S 132/ R5
DATE: 06/07/2023
BY: BGC
118
Company
Designer
Job Number
Model Name
:
:
:
:
American Subsurface Engineering
BGC
13'-0" Cut 4'-9" Slope Restrained Std. …
Checked By :
RISA-3D Version 21 [ 13 Cut 4.75 Slope Restrained 23H.r3d ] Page 2
Member Distributed Loads (BLC 2 : Surcharge)
Member LabelDirectionStart Magnitude [k/ft, F, ksf, k-ft/ft]End Magnitude [k/ft, F, ksf, k-ft/ft]Start Location [(ft, %)]End Location [(ft, %)]
1 M1 X 0.1 0.1 0 %100
2 M2 X 0.1 0.1 0 4
3 M1 X 0.18 0.18 0 %100
4 M2 X 0.18 0.18 0 %100
Member Distributed Loads (BLC 3 : Active Toe 35/ 38/ 105 / 18)
Member LabelDirectionStart Magnitude [k/ft, F, ksf, k-ft/ft]End Magnitude [k/ft, F, ksf, k-ft/ft]Start Location [(ft, %)]End Location [(ft, %)]
1 M3 X 0.494 0.494 0 %100
2 M3 X 0 0.105 0 3
3 M3 X 0.105 0.105 3 %100
4 M3 X 0 0.054 3 %100
Member Distributed Loads (BLC 4 : Passive 290/ 140)
Member LabelDirectionStart Magnitude [k/ft, F, ksf, k-ft/ft]End Magnitude [k/ft, F, ksf, k-ft/ft]Start Location [(ft, %)]End Location [(ft, %)]
1 M3 X 0 -0.87 0 3
2 M3 X -0.87 -0.87 3 %100
3 M3 X 0 -0.42 3 %100
Basic Load Cases
BLC Description Category Distributed
1 Active 23H None 4
2 Surcharge None 4
3 Active Toe 35/ 38/ 105 / 18 None 4
4 Passive 290/ 140 None 3
Load Combinations
Description Solve P-Delta BLC Factor BLC Factor BLC Factor BLC Factor
1 Restrained + surch + Toe - Passive Yes Y 1 7 2 7 3 2.5 4 7
Node Reactions
LC Node Label X [k] Y [k] Z [k] MX [k-ft] MY [k-ft] MZ [k-ft]
1 1 N2 -48.574 0 0 0 0 0
2 1 N4 20.969 0 0 0 0 -27.809
3 1 Totals:-27.604 0 0
4 1 COG (ft):NC NC NC
Member Section Forces
LC Member Label Sec Axial[k] y Shear[k] z Shear[k] Torque[k-ft] y-y Moment[k-ft] z-z Moment[k-ft]
1 1 M1 1 0 0 0 0 0 0
2 2 0 -3.879 0 0 0 2.676
3 3 0 -9.627 0 0 0 12.572
4 4 0 -16.906 0 0 0 32.389
5 5 0 -24.335 0 0 0 63.32
6 1 M2 1 0 24.239 0 0 0 63.32
7 2 0 15.572 0 0 0 28.486
8 3 0 7.079 0 0 0 8.778
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Member Section Forces (Continued)
LC Member Label Sec Axial[k] y Shear[k] z Shear[k] Torque[k-ft] y-y Moment[k-ft] z-z Moment[k-ft]
9 4 0 1.249 0 0 0 2.027
10 5 0 -2.052 0 0 0 3.047
11 1 M3 1 0 -2.052 0 0 0 3.047
12 2 0 -1.719 0 0 0 6.421
13 3 0 2.984 0 0 0 6.018
14 4 0 10.925 0 0 0 -4.151
15 5 0 20.969 0 0 0 -27.809
AISC 15TH (360-16): ASD Member Steel Code Checks
LC Member Shape UC Max Loc[ft] Shear UC Loc[ft] Dir Pnc/om [k]Pnt/om [k] Mnyy/om [k-ft] Mnzz/om [k-ft] Cb Eqn
1 1 M1 W16X26 0.574 6 0.345 6 y 168.953 229.94 13.673 110.279 1 H1-1b
2 1 M2 W16X26 0.574 0 0.344 0 y 160.507 229.94 13.673 110.279 1 H1-1b
3 1 M3 W16X26 0.252 6 0.297 6 y 168.953 229.94 13.673 110.279 1 H1-1b
Member Section Deflections - Strength
LC Member Label Sec x [in] y [in] z [in] x Rotate[rad] (n) L/y' Ratio (n) L/z' Ratio
1 1 M1 1 0 -0.324 0 0 222 NC
2 2 0 -0.233 0 0 309 NC
3 3 0 -0.144 0 0 499 NC
4 4 0 -0.063 0 0 1146 NC
5 5 0 0 0 0 NC NC
6 1 M2 1 0 0 0 0 NC NC
7 2 0 0.028 0 0 3969 NC
8 3 0 0.034 0 0 4247 NC
9 4 0 0.032 0 0 7707 NC
10 5 0 0.028 0 0 NC NC
11 1 M3 1 0 0.028 0 0 NC NC
12 2 0 0.024 0 0 NC NC
13 3 0 0.017 0 0 NC NC
14 4 0 0.007 0 0 NC NC
15 5 0 0 0 0 NC NC
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Tieback Pocket Design
Note:XX Indicates input data Soldier Pile Number:TB Row:1
Pile Diameter =30.00 in.Soldier Pile Section =W18x35 Temporary
Retained Height =13.00 ft.Fy Section =50 ksi Drilled
Depth of Tieback =6.0 ft.Max. Shear at TB =51.58 kips
Tieback Reaction =100.9 kips Moment at TB =138.42 k-ft
Tieback Angle =25°Max. Pile Moment =138.42 k-ft
MP/ : =165.9 k-ft DC Ratio = 0.834
A = 10.30 in²
d = 17.7 in
bF =6.0 in Cw = 1,140 in⁶
tF =0.425 in tW =0.30 in j = 0.506 in⁴
K1 =0.75 in KDESIGN =0.827 in c = 1
SX =57.6 in³ZX =66.5 in³ho =17.30 in⁴
IX =510 in⁴Iy =15.30 in⁴
X1 = bf-((bf/2)+K1) =2.25 in
Flange Area Removed (AFR) = tf*X1 =0.96 in²
Number of Flanges Cut (NF) =2
Replacement Plate Area (AAREA) =2.81 in²
AP > Flane Area Removed
Plate Thickness, AT =0.63 in
Plate Width, AW =4.5 in
Fy Plate =36 ksi
# of Replacement Plates (AP) =2
Icomposite =826.30 in⁴
M*YTOP/ICOMPOSITE =19.05 ksi ** SECTION ADEQUATE
M*YBOTTOM/ICOMPOSITE =-18.19 ksi ** SECTION ADEQUATE
Allowable FB/:b =29.94 ksi
Atotal =13.9 in²in.2 ½ Atotal =6.93 in.² 9.48 in
n bn hn yn An dn In An(d2)
1 4.5 0.625 18.638 2.813 11.06 18.325 -0.916 0.000 9.1625 0.0916 236.113 236.20
2 3.8 0.425 18.113 1.594 9.46 17.900 -0.674 0.000 8.6375 0.0240 118.904 118.93
3 0.3 16.85 9.475 5.055 4.41 1.050 8.425 9.475 0.0000 119.6024 0.000 119.60
4 4.5 0.625 0.738 2.813 1.59 0.425 1.187 0.000 -8.7375 0.0916 214.717 214.81
5 3.8 0.425 0.213 1.594 0.00 0.000 1.849 0.000 -9.2625 0.0240 136.734 136.76
Shear Flow Analysis
19.30 kips/ft. 3.71 kips/in.
:W =2.00
QW_TOP = An*YTOP =25.77 in.3 Weld Size =4/16 in.Req'd Total LW =5.20 in./ft.
QW_BOTTOM = An*YBOTTOM =-24.57 in.3 Req'd LW Per Side=2.60 in./ft.
Flange Replacement Plate Capacity - Compression Capacity - Welds to be Staggered
Weld Length/ 6" =3.0 in. Distance Between Welds = 3.0 in.
:C =1.67
ry = 0.1804 in. KL/ry = 16.63 <=25, Acceptable to Use (J4-6)
Pn/:C = FY/:C*Ag =60.63 kips (J4-6)
FCR/:C =21.25 ksi (E3-2/ E3-3)FE =1035.2 ksi (E3-4)Pn/:C = FCR/:C*Ag =NA kips (E3-1)
PTOP PLATE =51.80 kips PBOTTOM PLATE =49.40 kips
Flange Replacement Plate Capacity - Tension Capacity - Welds to be Staggered
Length of Connection = 24 in. Plate Width = 4.5 in. U = 1
FU Plate =58 ksi
Ag =2.8 in.2 Ae =2.8 in.2 :T =1.67 (J4-1)
:T =2.00 (J4-2)
Pn/:T = FY/:T*Ag =60.63 kips (J4-1):(D2-1)
Pn/:T = FU/:T*Ae =81.56 kips (J4-2):(D2-2)
Group 7H
Pile Adequate
** PLATES ADEQAUTE
** PLATES ADEQAUTE
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Area Prestressing Steel, APS =0.217 in.2 Minimum Number of Strands Required = 4.0 @ 25°
Minimum Ultimate Strength, FPU =270 ksi 3.0 @ 25°
Tieback Horizontal Reaction =100.95 kips Use Angle:25°
Tieback Angle =15 20 25 degrees Ultimate - FPU*APS =58.6 kips @ 0.60 FPU*APS =140.6 kips
Tieback Design Load = 104.51 107.42 111.38 kips
0.80 FPU*APS =46.9 kips @ 0.80 FPU*APS =187.5 kips
Test Load Factor = 1.25 1.25 1.25
0.70 FPU*APS =41.0 kips
Tieback Design Test Load =130.63 134.28 139.23
kips 0.60 FPU*APS =35.2 kips
Theoretical Elongation, ' =(PTest Load * LUnbonded)/ (NStrand * APS * E)Modulus of Elasticity, E = 29,000 ksi
Theoretical Elongation, ' =1.20 in.Unbonded Length = 15.00 ft.Minimum 15'-0" for Strand
Min. Theoretical Elongation, 'MIN =0.80'Minimun Stressing Tail Length =3 ft.
Min. Theoretical Elongation, 'MIN = 0.96 in.Total Unbonded Length, LUnbonded =18.0 ft.
NStrand =Minimum Number of Strands Required
Threaded Bar Grade =75 ksi
Threaded Bar ID =14 Minimum Yield Strength, FY =75.00 ksi
Threaded Bar Diameter =1.75 in.Minimum Ultimate Strength, FPU =97.00 ksi
Area Threaded Bar, ATB =2.25 in.2
Tieback Capacity Theoretical Elongation, ' =(PTest Load * LUnbonded)/ (ATB * E)
Test Load = 139.2 kips Unbonded Length = 10.00 ft.Minimum 10'-0" for Bar
Item 2 & 3 Only @ 0.90 FY*ATB =151.9 kips > Test Load - OK Minimun Stressing Tail Length =1 ft.
Item 4 Only @ 0.80 FY*ATB =135.0 kips Check
Total Unbonded Length, LUnbonded =11.0 ft.
Item 5 Only @ 0.70 FY*ATB =118.1 kips Check Theoretical Elongation, ' =0.28 in.
Min. Theoretical Elongation, 0.80', 'MIN = 0.23 in.Plate Yield Stress =50 ksi
Min. Bearing Plate Thickness =0.99 in. Plate Width =5.25 in
Threaded bar anchors shall conform to the following:
1.
2.
3.
4.
5.
** Strand Anchors utilize 0.6" dia. 7-wire, Low Relaxation 270 KSI Strand conforming to ASTM A-416 (bare strand)
- TB Design Load/ 0.60 FPU*APS
- TB Test Load/ 0.80 FPU*APS
Tieback CapacityPrestressing Force Per Strand
Threaded bars by SAS Stressteel or approved equal.
** Threaded Bar
Grade 75/ 80 threaded bars shall corm to ASTM A615 and shall have a minimum yield strength of 75 ksi and an ultimate strength of 97 ksi and may be
proof tested to 90% of yield.
Grade 97 threaded bars shall conform to ASTM A722 and shall have a minimum yield strength of 95 ksi and an ultimate strength of 116 ksi and may be
proof tested to 90% of yield.
Grade 150, ¾” to 1⅞” diameter threaded bars shall conform to ASTM A722 and shall have a minimum yield strength of 137 ksi and an ultimate strength
of 150 ksi and may be proof tested to 80% of yield.
Grade 150, 2¼” to 3” diameter threaded bars shall conform to ASTM A722 and shall have a minimum yield strength of 137 ksi and an ultimate strength
of 150 ksi and may be proof tested to 70% of yield.
Y:\Box Sync\American Subsurface Engineering\ASE Projects\21030 410 Noor Ave Shoring\Calculations\Bldg B\W16 13 Cut 4.75 Slope 1R Tieback Pocket Design Heavy V 5.2.xlsx Page 2 of 3
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TB Load on EA. Stiffener Plate = 69.6 kips 3.71 kips/in. Weld Size, C =4/16 in.
Minimum Weld Length Req.'d = 18.8 in.
:W =2.00
Actual Weld Length =20.5 in.
Stiffener Plate Weld Capacity =76.3 kips
Stiffener Plate Design
Plate Thickness, PT =3/8 in. ry =0.1083 in.
Plate Width, PW =2.85 in.
KL/ry =101.17 d 4.71(E/FY)1/2 =133.7
Plate Length, LP =16.85 in.
Fe = π2E/(KL/rY)2 =28.0 ksi
Fy Plate =36 ksi FCR =21.0 ksi
:C =1.67
Pn/:C = FCR/:C*Ag =13.44 kips (E3-1)
Web Local Yielding, J10.2 Web Crippling, J10.3
Rn/: =81.35 Kips (J10-2)
Rn/: =72.34 Kips (J10-4)
: =1.50 : =2.00
Σ Stiffener Plate Capacity =94.79 kips Σ Stiffener Plate Capacity =85.78 kips
Determine Minimum Tieback Unbonded Length
Retained Shoring Height =13.00 ft.
Depth of Tieback =6.0 ft.
Theoretical Failure Angle, D =30 deg.
Horizontal Offset, 0.2*H =2.6 ft.
Tieback Unbonded Length =6.38 ft.Use MinImum 15'-Strand, 10'-Bar
Determine Minimum Tieback Bond Length Determine Vertical Tieback Force Resultant Embedment
Allowable Skin Friction Post-Grouted =1,671 psf Allowable Bearing Presure =0 psf From Geotechnical Report
Tieback Drill Shaft Diameter = 8 in.Vibrated Pile Perimeter =Drilled Pier Pile Diameter =30 in.
TB Load = 139.2 kips Allowable Skin Resistance =750 psf Provided By Geothechical Engineer
Estimated Tieback Bond Length =39.78 ft.Allow. Skin Resistance From Geotech. Eng. =750 psf
Estimated Tieback Total Length =54.8 ft.Strand Min. Required Embedment =
Estimated Tieback Total Length =49.8 ft.Threaded Bar (TB1*sin(incl))/SF_ALLOW *p*b =7.99 ft.CHECK AGAINST PILE EMBEDMENT
** Connection Weld is Adequate
** Stiffener Plate Size is Adequate** Stiffener Plate Size is Adequate
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Hot Rolled Steel Properties
Label E [ksi] G [ksi] Nu Therm. Coeff. [1e⁵°F⁻¹] Density [k/ft³] Yield [ksi] Ry Fu [ksi] Rt
1 A992 29000 11154 0.3 0.65 0.49 50 1.1 65 1.1
2 A36 Gr.36 29000 11154 0.3 0.65 0.49 36 1.5 58 1.2
3 A572 Gr.50 29000 11154 0.3 0.65 0.49 50 1.1 65 1.1
4 A500 Gr.B RND 29000 11154 0.3 0.65 0.527 42 1.4 58 1.3
5 A500 Gr.B Rect 29000 11154 0.3 0.65 0.527 46 1.4 58 1.3
6 A53 Gr.B 29000 11154 0.3 0.65 0.49 35 1.6 60 1.2
7 A1085 29000 11154 0.3 0.65 0.49 50 1.25 65 1.15
8 A913 Gr.65 29000 11154 0.3 0.65 0.49 65 1.1 80 1.1
Hot Rolled Steel Section Sets
Label Shape Type Design List Material Design Rule Area [in²] Iyy [in⁴] Izz [in⁴] J [in⁴]
1 SP1 W18X35 Column Wide Flange A992 Typical 10.3 15.3 510 0.506
Hot Rolled Steel Design Parameters
Label Shape Length [ft] Lb y-y [ft] Lb z-z [ft] Lcomp top [ft] Lcomp bot [ft] K y-y K z-z Channel Conn. a [ft] Function
1 M1 SP1 6 1 1 Lbyy 1 2 2 N/A N/A Lateral
2 M2 SP1 7 1 1 Lbyy 1 1 1 N/A N/A Lateral
3 M3 SP1 6 1 1 Lbyy 1 1 1 N/A N/A Lateral
Member Primary Data
Label I Node J Node Section/Shape Type Design List Material Design Rule
1 M1 N1 N2 SP1 Column Wide Flange A992 Typical
2 M2 N2 N3 SP1 Column Wide Flange A992 Typical
3 M3 N3 N4 SP1 Column Wide Flange A992 Typical
Node Coordinates
Label X [ft] Y [ft] Z [ft] Detach From Diaphragm
1 N1 0 13 0
2 N2 0 7 0
3 N3 0 0 0
4 N4 0 -6 0
Node Boundary Conditions
Node Label X [k/in] Y [k/in] Z [k/in] X Rot [k-ft/rad] Y Rot [k-ft/rad] Z Rot [k-ft/rad]
1 N2 Reaction
2 N4 Reaction Reaction Reaction Reaction Reaction Reaction
Member Distributed Loads (BLC 1 : Active 23H)
Member LabelDirectionStart Magnitude [k/ft, F, ksf, k-ft/ft]End Magnitude [k/ft, F, ksf, k-ft/ft]Start Location [(ft, %)]End Location [(ft, %)]
1 M1 X 0 0.427 0 3.6
2 M1 X 0.427 0.427 3.6 %100
3 M2 X 0.427 0.427 0 2.8
4 M2 X 0.427 0 2.8 %100
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Member Distributed Loads (BLC 2 : Surcharge)
Member LabelDirectionStart Magnitude [k/ft, F, ksf, k-ft/ft]End Magnitude [k/ft, F, ksf, k-ft/ft]Start Location [(ft, %)]End Location [(ft, %)]
1 M1 X 0.696 0.696 0 %100
2 M2 X 0.696 0.696 0 %100
3 M1 X 0.18 0.18 0 %100
4 M2 X 0.18 0.18 0 %100
Member Distributed Loads (BLC 3 : Active Toe 35/ 38/ 105 / 18)
Member LabelDirectionStart Magnitude [k/ft, F, ksf, k-ft/ft]End Magnitude [k/ft, F, ksf, k-ft/ft]Start Location [(ft, %)]End Location [(ft, %)]
1 M3 X 0.494 0.494 0 %100
2 M3 X 0 0.105 0 3
3 M3 X 0.105 0.105 3 %100
4 M3 X 0 0.054 3 %100
Member Distributed Loads (BLC 4 : Passive 290/ 140)
Member LabelDirectionStart Magnitude [k/ft, F, ksf, k-ft/ft]End Magnitude [k/ft, F, ksf, k-ft/ft]Start Location [(ft, %)]End Location [(ft, %)]
1 M3 X 0 -0.87 0 3
2 M3 X -0.87 -0.87 3 %100
3 M3 X 0 -0.42 3 %100
Basic Load Cases
BLC Description Category Distributed
1 Active 23H None 4
2 Surcharge None 4
3 Active Toe 35/ 38/ 105 / 18 None 4
4 Passive 290/ 140 None 3
Load Combinations
Description Solve P-Delta BLC Factor BLC Factor BLC Factor BLC Factor
1 Restrained + surch + Toe - Passive Yes Y 1 7 2 7 3 2.5 4 7
Node Reactions
LC Node Label X [k] Y [k] Z [k] MX [k-ft] MY [k-ft] MZ [k-ft]
1 1 N2 -100.945 0 0 0 0 0
2 1 N4 17.004 0 0 0 0 -14.932
3 1 Totals:-83.94 0 0
4 1 COG (ft):NC NC NC
Member Section Forces
LC Member Label Sec Axial[k] y Shear[k] z Shear[k] Torque[k-ft] y-y Moment[k-ft] z-z Moment[k-ft]
1 1 M1 1 0 0 0 0 0 0
2 2 0 -10.137 0 0 0 7.369
3 3 0 -22.143 0 0 0 31.346
4 4 0 -35.68 0 0 0 74.631
5 5 0 -49.367 0 0 0 138.416
6 1 M2 1 0 51.578 0 0 0 138.416
7 2 0 35.61 0 0 0 62.127
8 3 0 19.816 0 0 0 13.74
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Member Section Forces (Continued)
LC Member Label Sec Axial[k] y Shear[k] z Shear[k] Torque[k-ft] y-y Moment[k-ft] z-z Moment[k-ft]
9 4 0 5.81 0 0 0 -8.365
10 5 0 -6.017 0 0 0 -7.866
11 1 M3 1 0 -6.017 0 0 0 -7.866
12 2 0 -5.684 0 0 0 1.456
13 3 0 -0.981 0 0 0 7
14 4 0 6.96 0 0 0 2.779
15 5 0 17.004 0 0 0 -14.932
AISC 15TH (360-16): ASD Member Steel Code Checks
LC Member Shape UC Max Loc[ft] Shear UC Loc[ft] Dir Pnc/om [k]Pnt/om [k] Mnyy/om [k-ft] Mnzz/om [k-ft] Cb Eqn
1 1 M1 W18X35 0.834 6 0.465 6 y 236.683 308.383 20.11 165.918 1 H1-1b
2 1 M2 W18X35 0.834 0 0.486 0 y 226.676 308.383 20.11 165.918 1 H1-1b
3 1 M3 W18X35 0.09 6 0.16 6 y 236.683 308.383 20.11 165.918 1 H1-1b
Member Section Deflections - Strength
LC Member Label Sec x [in] y [in] z [in] x Rotate[rad] (n) L/y' Ratio (n) L/z' Ratio
1 1 M1 1 0 -0.399 0 0 180 NC
2 2 0 -0.285 0 0 252 NC
3 3 0 -0.175 0 0 412 NC
4 4 0 -0.075 0 0 963 NC
5 5 0 0 0 0 NC NC
6 1 M2 1 0 0 0 0 NC NC
7 2 0 0.024 0 0 3434 NC
8 3 0 0.02 0 0 4180 NC
9 4 0 0.008 0 0 9770 NC
10 5 0 -0.001 0 0 NC NC
11 1 M3 1 0 -0.001 0 0 NC NC
12 2 0 0.001 0 0 NC NC
13 3 0 0.002 0 0 NC NC
14 4 0 0.001 0 0 NC NC
15 5 0 0 0 0 NC NC
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City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-438 Agenda Date:10/23/2024
Version:1 Item #:6.
Report regarding a resolution approving the acceptance of grant funds from the California Department of Education’s
After School Education and Safety Program for a three-year term in the amount of $283,858.56 per year (total grant
amount of $851,575.68) and amending the Parks and Recreation Department and Library Department fiscal year 2024-25,
2025-26, and 2026-27 operating budgets pursuant to Budget Amendment Number 25.005.(Greg Mediati, Parks and
Recreation Director)
RECOMMENDATION
It is recommended that the City Council adopt a resolution approving the acceptance of grant funds from the
California Department of Education’s After School Education and Safety Program for a three-year term in the
amount of $283,858.56 per year (total grant amount of $851,575.68) and amending the Parks and Recreation
Department and Library Department fiscal year 2024-25, 2025-26, and 202627 operating budgets pursuant to
budget amendment #25.005.
BACKGROUND/DISCUSSION
The After School Education and Safety Program (ASES) was approved by voters in 2002 with the passage of the State of
California’s Proposition 49. This program is administered by the California Department of Education with the goal of
supporting local efforts to improve assistance for low-income students and their families, and broaden the base of support
for education in a safe and constructive environment.
The Parks and Recreation Department’s After School Programs at Los Cerritos and Martin Elementary Schools and the
Library Homework Club at the Gene Mullin Community Learning Center have been recipients of this grant since fiscal
year 2006-07. Typically, school districts are the lead agency when applying for ASES funding, often partnering with other
providers including city agencies, however, the City of South San Francisco has historically been the lead applicant for
this grant.
This program requires close coordination between the school principals and program staff to complement the school’s
curriculum. Programs must include an educational and literacy element through tutoring and/or homework assistance, and
education enrichment through activities such as art, music, physical education, and general recreation.
These programs are offered at no cost to participants and serve between 150 and 165 students.
FISCAL IMPACT
The California Department of Education has approved the City’s funding renewal application for a three-year term,
beginning July 1, 2024 through June 30, 2027. The grant amount is $283,858.56 per year, totaling $851,575.68 over three
years. Acceptance of this grant does not impact the General Fund and is crucial to sustaining the City’s After School
Programs at Martin Elementary School and Los Cerritos Elementary School, and the Homework Club at the Gene Mullin
Community Learning Center.
Of the $283,858.56 granted annually to operate the three program sites, the Library’s portion is $99,350.18 and the Parks
and Recreation Department’s portion is $184,508.88. The grant includes overhead costs for administration.
RELATIONSHIP TO STRATEGIC PLAN
City of South San Francisco Printed on 10/18/2024Page 1 of 2
powered by Legistar™130
File #:24-438 Agenda Date:10/23/2024
Version:1 Item #:6.
Acceptance of these grant funds will contribute to the City’s Strategic Plan under Priority #2 by helping build a robust
recreation program and strengthening youth learning programs.
CONCLUSION
It is recommended that the City Council authorize the acceptance of grant funds which will allow the Parks and
Recreation Department and Library to continue to operate the After School Programs at Martin and Los Cerritos
Elementary Schools and the Homework Club at the Gene Mullin Community Learning Center and provide 150-165
students with a free academic support program.
City of South San Francisco Printed on 10/18/2024Page 2 of 2
powered by Legistar™131
City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-439 Agenda Date:10/23/2024
Version:1 Item #:6a.
Resolution approving the acceptance of grant funds from the California Department of Education’s After
School Education and Safety Program for a three-year term in the amount of $283,858.56 per year (total grant
amount of $851,575.68), and amending the Parks and Recreation Department and Library Department fiscal
year 2024-25, 2025-26, and 2026-27 operating budgets pursuant to Budget Amendment Number 25.005.
WHEREAS, the City of South San Francisco has been awarded the After School Education and Safety (ASES)
Program grant in the amount of $283,858.56 per year for fiscal years 2024-25, 2025-26, and 2026-27; and
WHEREAS, in fiscal year 2006-07, the City of South San Francisco started the Recreation, Education, and
Learning (REAL) After School Programs at Los Cerritos and Martin Elementary Schools, and the Library
Homework Club at the Gene Mullin Community Learning Center to support local efforts to improve assistance
to students and broaden the base of support for education in a safe and constructive environment; and
WHEREAS, the ASES Grant will provide 150 - 165 students with a free academic support program; and
WHEREAS, receipt of the grant funds will be used to amend the Parks and Recreation Department’s operating
budget to reflect $184,508.88 in grant funds received per year, and the Library Department’s operating budget
to reflect $99,350.18 in grant funds received per year in fiscal years 2024-25, 2025-26, and 2026-27, pursuant
to Budget Amendment Number 25.005.
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of South San Francisco that the City
Council hereby approves acceptance of grant funds from the After School Education and Safety Program for a
three-year term in the amount of $283,858.56 per year (total grant amount of $851,575.68) and amending the
Parks and Recreation Department and Library Department fiscal year 2024-25, 2025-26, and 2026-27 operating
budgets pursuant to Budget Amendment Number 25.005.
BE IT FURTHER RESOLVED, that the City Council authorizes the City Manager to execute the documents
necessary to accept the grant funding and take any other actions necessary to carry out the intent of this
resolution on behalf of the City Council, subject to approval as to form by the City Attorney.
*****
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City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-1019 Agenda Date:10/23/2024
Version:1 Item #:7.
Report providing an update on the Linden Avenue Park project (project no. pk2305). (Philip Vitale, Deputy Director of
Capital Projects)
RECOMMENDATION
It is recommended that the City Council receive an update on the Linden Avenue Park Project (project no.
pk2305).
BACKGROUND/DISCUSSION
The proposed Linden Avenue Park project is comprised of two parcels located at 616 Linden Avenue, 700 Linden Avenue,
and the section of Pine Avenue (Project Site) in between the parcels, totaling approximately one acre. The site is in a
mixed residential and commercial area in the Old Town neighborhood of South San Francisco.
The 616 Linden Avenue property is a 0.32-acre lot, located on the southeastern corner of Linden Avenue and Pine
Avenue. It is currently used as a parking lot.
The 700 Linden Avenue property is a 0.34-acre vacant vegetated lot, located on the northeastern corner of Linden Avenue
and Pine Avenue. In 2010, a gang related shooting occurred on 8
th lane in which three individuals lost their lives. Trees
memorializing the loss of lives were planted at the site. The trees have since failed as they were not appropriate for the
area’s climate.
Both 616 and 700 Linden Avenue were owned by the former South San Francisco Redevelopment Agency (RDA). In
2012, all redevelopment agencies in California were dissolved and the Successor Agency to the RDA prepared a plan for
State approval to govern the use and/or disposition of all former RDA properties. This plan, known as a Long-Range
Property Management Plan (LRPMP), was approved by the State in 2015. In accordance with the LRPMP, 616 and 700
Linden were conveyed to the City. The LRPMP notes that the highest and best use of these properties is for high density
housing; however, the LRPMP does not require the City to sell the properties for housing or any other purpose.
If City Council opted to sell the properties rather than develop them as parks, the City would have to follow the process
required by the Surplus Land Act, as amended by the State Legislature in 2019. As part of the process, the City must
provide notice to specified entities regarding the availability of the property. If a housing development entity notifies the
City of its desire to acquire the property for low and moderate-income housing, the City must engage in good-faith
negotiations with the entity to convey the property for that purpose. The developer must make at least 25% of the units
available at an affordable cost to lower-income households. If the City and developer are not able to agree on price and
terms after good-faith negotiations, the City may sell the property without following the Act. However, if 10 or more
residential units are developed on the property, not less than 15% of the total number of residential units must be sold or
rented to lower income households. There has been developer interest in constructing housing on the sites, but the City
has prioritized using them for a park for the neighborhood.
The Old Town neighborhood was identified in the 2015 Parks and Recreation Master Plan and 2022 General Plan as an
area of concern for its lack of parks and open space. To address this need, the 616 and 700 Linden Avenue parcels were
identified to be developed into a new park. This densely populated area is considered one of South San Francisco’s most
socio-economically diverse communities.
Funding was requested to transform 616 Linden Avenue and 700 Linden Avenue into a vibrant neighborhood park and
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cultural plaza for the community to enjoy. Situated in the historic Old Town neighborhood, this is a highly visible public
site due to its centralized location and cultural significance. In early 2022, City staff submitted a $3,200,000 specified
grant funding request to the State Department of Parks and Recreation for funding consideration in the 2022 budget to
fund park improvements on these two parcels. The grant request was included in the Budget Act of 2022 signed by
Governor Newsom and administrated through the State Department of Parks and Recreation. The City was also awarded
$830,000 in grant funding from the United States Land and Water Conservation Act grant program for costs associated
with the acquisition of the properties.
The design and construction budget for the park is $5.5 million. Sources include $3.2 million from the State Parks, as
noted above; $1.3 million from Park Fees (pk2305); and a $1 million developer community benefit fee from the IQHQ
development.
The City is currently in the process of addressing issues related to the City retention of the properties for park
development and the redevelopment dissolution process to begin construction of this community amenity.
In November 2023 the City engaged MIG, Inc. of Berkeley California to conduct community engagement, design, and
prepare construction documents for the new park.
Environmental Work
Volonte Automotive, a repair shop, operated at the 616 Linden Avenue property from the 1940s through the early 2000s.
The layout of the property is depicted in Figure 2. A leaking underground storage tank (UST) cleanup case was opened
under San Mateo County Groundwater Protection Program (GPP) oversight following removal of one gasoline UST and
one waste oil UST in 1993, and the detection of petroleum hydrocarbons in soil below the USTs. According to the case
closure summary (GPP, 2001), approximately 440 tons of soil were excavated and disposed of offsite following the UST
removals, to remove the petroleum hydrocarbon impacted soil from the property. Groundwater monitoring and sampling
were then conducted through January 2001 to assess the shallow groundwater for the presence of petroleum
hydrocarbons. GPP confirmed that the investigation and remedial action were satisfactorily completed and closed the case
in September 2001.
Working under a United States Environmental Protection Agency (EPA) Targeted Brownfields Assessment (TBA) grant,
consultants retained by the EPA conducted Phase I and Phase II Environmental Site Assessments (ESAs) for several sites
in South San Francisco in 2021, including the subject sites.
The Phase I ESA, which is a record search, identified the following recognized environmental conditions (RECs) at the
site:
Vapor intrusion potential from residual petroleum hydrocarbons (616 Linden Avenue);
Possible presence of additional USTs (616 Linden Avenue);
Possible contamination from a former dry cleaner at 612 Linden Avenue (616 Linden Avenue); and
Potential historical aerially deposited lead (700 Linden Avenue).
According to the Final Phase I/Phase II ESA TBA Report, the Phase II ESA did not identify any additional USTs at 616
Linden Avenue, but it did identify a buried concrete structure containing metal and elevated lead concentrations in soil.
During the Phase II ESA, which consisted of soil and soil vapor sample collection, the EPA consultant collected three soil
samples and five soil gas samples at 616 Linden Avenue. The soil sample analyzed for petroleum hydrocarbons contained
up to 930 milligrams per kilogram (mg/kg) total petroleum hydrocarbons (TPH) as motor oil, 560 mg/kg TPH as diesel
(TPHd) and 43 mg/kg TPH as gasoline (TPHg). Lead was detected in soil at concentrations ranging from 43.8 to 239
mg/kg. Low concentrations of polyaromatic hydrocarbons (PAHs; benzo(a)anthracene, phenanthrene, and pyrene) were
also detected in soil. Of these, only the TPHd detections and one lead detection (from the buried concrete structure)
exceeded San Francisco Bay Regional Water Quality Control Board (Regional Water Board) environmental screening
levels (ESLs) for direct contact with soil under residential land use. In soil vapor, the following volatile organic
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compounds (VOCs) were detected: 1.2 to 68,000 micrograms per cubic meter (μg/m3) benzene, 1.3 to 46,000 μg/m3
ethylbenzene, 10 to 83,000 μg/m3 toluene, 5.2 to 230,000 μg/m3 total xylenes, 1,400 to 3,000 μg/m3 1,2-dichloroethane
(1,2-DCA), and 1.8 μg/m3 tetrachloroethene. Some of the benzene, ethylbenzene, toluene, total xylenes (BTEX) and 1,2-
DCA concentrations exceeded Regional Water Board ESLs for vapor intrusion to residential indoor air.
Four composite soil samples were collected at 700 Linden Avenue and analyzed for lead, which was detected at
concentrations ranging from 24 to 52 mg/kg. These concentrations are below Regional Water Board ESLs for direct
contact with soil under residential land use, thus confirming suitability for use as a park.
In 2022, the City engaged environmental consultants Ninyo & Moore to conduct additional voluntary testing of the sites
with the objective of evaluating risk to future receptors under the scenario of redeveloping the subject site into a park.
Through Ninyo & Moore, multiple investigations were conducted on the 616 Linden Avenue property, soil samples
collected, and the analytical results were compared to applicable regulatory screening levels.
The analytical results for 616 Linden Avenue show that existing soil conditions satisfy the State Water Board Low-Threat
Closure Policy criteria for residential direct contact and outdoor air, and lead concentrations in shallow soil are equal to or
below residential ESLs. Therefore, there is no significant risk posed by site soils, and additional excavation and off-
hauling of soil is not necessary to allow property redevelopment as a park to proceed.
Prior to park construction, a Site Management Plan (SMP) will be prepared and submitted to San Mateo County
Groundwater Protection Program (GPP) for review. This Plan will describe recommended steps necessary to ensure safety
of workers, residents, and park users during construction. It will also describe procedures that will be followed if
petroleum hydrocarbon impacted soils are encountered during construction, although this is not expected. Further, any
soils planned for off-haul to a landfill will be tested and disposed of accordingly.
The City plans to voluntarily remove the lead-impacted soil located within the buried concrete structure at 616 Linden
Avenue that was identified during the Phase II Environmental Site Assessment. This work will be proposed in the SMP
described above and submitted to the San Mateo County Groundwater Protection Program for review.
The soil vapor contamination identified at 616 Linden Avenue does not affect redevelopment into a park because the
screening levels apply to residential indoor air. If any buildings are planned, they can be built on the 700 Linden Avenue
property without restrictions. If buildings are proposed at the 616 Linden Avenue property, additional investigation can be
conducted or mitigation measures implemented, such as a vapor intrusion mitigation system (VIMS). There are no known
environmental issues or restrictions for redevelopment at the 700 Linden Avenue property. Both sites are suitable for
development into a park.
Circulation
In early 2024, staff engaged Hexagon Transportation Consultants to assess traffic impacts of the park development that
would potentially close, slow, or redirect traffic on Pine Avenue. Alternatives explored included:
1. Speed Table:Under this alternative, Pine Avenue would be kept open and a speed table on Pine Avenue would
slow down vehicles near the park. Speed tables are traffic calming devices that raise the entire wheelbase of a
vehicle to reduce its speed. They are longer than speed humps and are flat on the top, with a height of3-3.5
inches and a length of at least 22 feet. According to National Association of City Transportation Officials
(NACTO), speed tables may be used on collector streets and/or transit and emergency response routes. With this
option, Pine could be closed for special events.
2. Pine Avenue Closure:The intersection of Linden Avenue and Pine Avenue would operate as a three-legged
intersection without the east leg. Pine Avenue, east of Linden Avenue would be closed off to vehicular traffic and
a small roundabout/hammerhead would be installed on the east end of the park for vehicles on westbound Pine
Avenue to turn around. The roundabout/hammerhead would be designed to accommodate large trucks, including
firetrucks and waste collection vehicles. Through traffic on Pine Avenue would be diverted to the parallel streets
of California Avenue and Aspen Avenue.
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3. Pine Avenue Closure with a New Alley:Pine Avenue would be closed off to vehicular traffic from Linden
Avenue. Instead of providing a roundabout for westbound traffic on Pine Avenue to turn around, a one-way alley
would be provided along the eastern boundary of the park that would connect to 7th Lane. Westbound vehicles on
Pine Avenue would be able to make a left turn onto the new alley and a right turn onto 7th Lane to connect to
Linden Avenue. Through traffic on Pine Avenue near the park is expected to use the parallel streets of California
Avenue and Aspen Avenue to get to their destinations. The one-way alley would be designed to accommodate
large trucks, including fire apparatus.
4. Pine Avenue Partial Closure:Under this alternative, Pine Avenue would be kept open except if/when special
events that warrant closure are conducted at the park.
Traffic analysis of the proposed Linden Park alternatives showed that all alternatives would be feasible to implement.
Analysis of the existing roadway volumes and intersection operations during weekday peak hours showed that the
roadways and intersections surrounding the park are operating well below capacity and therefore could accommodate
additional traffic that would be diverted from Pine Avenue and no significant operational issues are anticipated for the
Pine Avenue closure alternatives.
Staff engaged South San Francisco Fire and Public Works/Engineering Departments to review the Pine Avenue
alternatives. Fire noted emergency response times would not be impacted by any of the alternatives. Fire also noted both
Aspen Avenue and California Avenue provide adequate response routes in the alternatives where Pine Avenue is either
partially or entirely closed. Additionally, both Cypress Avenue and Airport Boulevards support access and are preferable
when evaluated as evacuation routes based on their network capacity when compared with Linden Avenue. Engineering
noted no anticipated impacts to operation and services. Staff also engaged South San Francisco Scavengers who
reviewed the alternatives and found that with either full closure or the alley bypass they would be able to adequately
maintain service to residents along Pine Avenue.
The design team presented three options (Hammerhead, Alley, Speed Table) to the public in the first round of engagement
to get initial feedback. The Hammerhead was the top choice, with Alley and Speed Table tying for second. Additionally,
the design team heard that community priorities are slowing traffic and providing safety for children and seniors.
Engagement
The project team’s engagement work began with phase zero analysis work and included interviews with community
members to help craft a successful engagement plan for this community and this project.
In spring 2024, the project kicked off publicly with several visioning events to learn about the community’s goals, ideas,
and priorities for the new park. At that time, a project website was established that provided information on upcoming
outreach opportunities and site history. Information was also posted on site in informational kiosks in English and
Spanish.
Two large bilingual public events were held, with about 125 people participating:
Open House and Listening Session (April 13, 2024, 10:00 a.m. - 1:00 p.m., at the site)
Pop-up Event & Intercept Interviews (May 1, 2024, 4:00 - 7:00 p.m., at the site) Participants had the
opportunity to describe their current and past activities at the site and comment on potential preferences for the
new park. Along with speaking directly with City and design representatives, participants used stickers to rate
priorities and recorded comments and ideas on large posterboards.
At a third event, City staff and the design team held a focus group session with the neighboring business owners at
Amoura’s restaurant, across the street from the new park:
Merchants Round Table (May 30, 2024, Saturday, 2:00 - 3:00 pm, at Amoura Restaurant)
This discussion centered on business-specific topics such as parking, loading, safety, activation, and customer
experience. The group also looked at examples showing how other parks have supported surrounding businesses,
including drawing in more daily customers and providing outdoor seating options.
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A bilingual summary of these engagement activities and feedback gathered is posted on the City’s website. The key
takeaways:
Activate the Space: gatherings, programming, and recreational opportunities to draw in community members;
Provide For Community Gatherings and Events: smaller social gatherings, large events, and cultural activities
like movies in the park;
Encourage Recreation and Fitness:outdoor workout spaces suitable for all ages;
Be Inclusive, Safe, Comfortable, and Accessible:welcoming spaces, improved walkability, safe biking,
benches, sheltered seating, a restroom, and drinking fountain;
Connect Neighbors to the Environment:green space, native/drought tolerant/pollinator gardens, memorial
trees, less concrete, clean air, and a relaxing environment; and
Reflect the Community:a community-driven park plan and artwork that reflects the community's rich character.
Design Alternatives
Feedback from the visioning phase resulted in the development of two concept designs. Much like traditional plazas
around the world that are the heart of the community, the concept alternatives are inspired by this history and seek to
create a contemporary new plaza and active park for South San Francisco with gathering spaces, recreation, play, and art
features.
Both concepts absorb part of Pine Avenue into the park, in different ways, to make the park larger and allow for a
connected, safe park for all ages.Concept A is more park focused, with a one-way alley providing a connection from
Pine Avenue onto 7
th Lane then Linden.Concept B is more plaza-focused with Pine Avenue terminating at the park with
a hammerhead turnaround, sized to accommodate fire engines and trash/recycling vehicles.
City staff and the bilingual design team took these concepts to a series of events for public comments:
National Night Out (August 6)
Movie Night at Martin Elementary School (August 16)
Open House and Listening Session (August 24)
South San Francisco Youth Commission (September 9)
Concert in the Park (September 21)
Merchants Round Table (September 27)
Centennial Way Park South Ribbon Cutting (September 29)
Morelos Hall (September 29)
Bilingual Online Survey (August 16 - September 30)
Participants were able to take the bilingual online survey on iPads at the events or anytime on their own during the six-
week window. Paper versions of the survey were offered at events and made available at the Grand Library and Library |
Parks and Recreation Center front desks to be inclusive of those less digitally inclined. At the in-person events, the project
team was able to answer questions in both English and Spanish and record additional community feedback on
posterboards.
The preliminary survey results show that the two concepts both received high marks on a scale of 1 to 5. In side-by-side
competition, the concepts polled very close, with Concept B slightly higher (47%) than Concept A (44%) and some
wanting a combination of the two (9%). The community’s input on the two circulation options was even more split at
50% for each.
The survey had additional questions to drill down on specific features and priorities. Concept A’s top features were a flex
lawn (a flexibly used open lawn area), play areas, gathering spaces, trees, and planting areas. Concept B’s top features
were a plaza, play area, flex lawn, and fitness areas. The design team heard common themes repeated both in person and
in the survey comments:
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1. Balance the plaza size with other key elements in the park and utilize Linden Avenue for occasional extra-large
events;
2. Create a flexible lawn space to host a variety of activities;
3. Provide a variety of types of seating, tables, and shade throughout the park;
4. Play area should be inclusive and visible from other areas of the park; and
5. Ensure artwork reflects the community’s identity and heritage.
Additionally, the team received feedback on the top play elements (top three: spinner, net climber, and climbing rock) and
art/identity features (top three: colorful ground mural, festival light columns, art/play climbing sculpture). A complete
engagement summary is being compiled to help guide the final concept, including input from this City Council session,
and will be shared with the public on the City’s website.
It should be noted that the merchant stakeholder group expressed concern about loss of customer and employee parking
with the conversion of the current lot at 616 Linden to park space. With the understanding that the available land area of
the two lots is very limited, the project team responded to the merchant concerns by adding between 13 - 15 spaces into
the park design concept alternatives
The merchant stakeholder group also pointed out that the new park will draw families and other park users, and were
concerned about the impact this may have on their businesses if the public requests use of their facilities. The project
team acknowledges this concern. The size of this park defines it in the category of a “neighborhood park,” which
typically would not include a public restroom, however the project team is evaluating this option, with the understanding
that there would be significant trade-offs in space and budget, given the high cost of constructing, operating, and
maintaining public restrooms.
Community concerns about the condition and disposition of Cypress and Pine Park were also heard. The City is exploring
the use of CBDG funding to make ADA accessibility upgrades, which would make the park eligible for more grant
funding opportunities. It is important to stress that the City is committed to pursuing improvements.
Next Steps
The design team will incorporate feedback gathered through the Design Alternatives Phase, including feedback to be
provided by the City Council as part of the update on October 23 to develop a preferred concept design. The preferred
concept design will be shared with the community in early 2025. The preferred concept design will be presented to the
Parks and Recreation Commission and City Council for final approval.
FISCAL IMPACT
There is no fiscal impact to the budget for fiscal year 2023-24. This project is included in the City of South San
Francisco’s fiscal year 2023-24 Capital Improvement Program. Transfer of funds from relevant accounts will be
accomplished as funds are needed.
RELATIONSHIP TO STRATEGIC PLAN
Approval of this action will contribute to the City’s Strategic Plan. It aligns with Priority #2, which is focused on
enhancing quality of life by building and maintaining a sustainable city, making our city a great place to live, learn, and
play.
CONCLUSION
Staff recommend that the City Council provide feedback on the design alternatives to inform development of a preferred
concept design.
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CITY OF SOUTH SAN FRANCISCO
NEW PARK AT LINDEN & PINE | PARQUE NUEVO EN LINDEN Y PINE
City Council Meeting - October 23, 2024
139
Tonight’s Presentation|La presentación de esta noche
Background
Environmental Work
Community Engagement
Design Alternatives
Next Steps
Antecedentes
Trabajo Ambiental
Participación comunitaria
Alternativas de diseño
Próximos pasos
140
Background
Antecedentes
141
Background|Antecedentes
The Old Town neighborhood
lacks sufficient park and open
space.
616 and 700 Linden Avenue
parcels will be developed into
Linden Avenue Park.
Former Redevelopment Agency
Sites.
If not developed as a park, likely
to be developed as housing.
El barrio Old Town carece de
suficientes parques y espacios
abiertos.
Los lotes 616 y 700 de Linden
Avenue se convertirán en Linden
Avenue Park.
Antiguos sitios de la Agencia de
Reurbanización.
Si no se desarrolla como parque, es
probable que se desarrolle como
vivienda.
142
143
Background | Antecedentes
•Early 2022 the City received a
grant for $3,200,000 from the
State Department of Parks.
•December 2022 the City
engaged Environmental
Consultants Ninyo & Moore.
•November 2023 the City
engaged MIG, Inc.to conduct
community engagement and
design.
•A principios de 2022 la Ciudad
recibió una subvención por
$3,200,000 del Departamento de
Parques del Estado.
•Diciembre de 2022, la ciudad
contrató a los consultores
ambientales Ninyo & Moore.
•En noviembre de 2023, la Ciudad
contrató a MIG, Inc. para llevar a
cabo el enlace comunitario y el
diseño.
144
Environmental Work
Trabajo Ambiental
145
146
616 Linden Avenue
UST Case (Required) / Caso UST (Requirido)
•1993 - Underground storage tanks
removed and environmental case
opened by San Mateo County.
•1993 - 440 tons (15 dump trucks) of
contaminated soil were removed.
•1996 to 2001 - Groundwater
samples were collected routinely.
•2001 - San Mateo County closed
the case; no further action was
required.
•1993 - Se retiran los tanques de
almacenamiento subterráneo y el
condado de San Mateo abre un caso
ambiental.
•1993 - Se retiraron 440 yardas cúbicas
(15 camiones volquete) de suelo
contaminado.
•1996 a 2001: se recogieron muestras de
agua subterránea de forma rutinaria.
•2001 - El condado de San Mateo cerró
el caso; no fue necesaria ninguna otra
acción.
147
148
EPA Grant (Voluntary) |Subvención de
la EPA (voluntaria)
•2021 – Phase I Environmental Site
Assessment (ESA) and Phase II ESA
completed for both properties.
•Investigations concluded no
environmental issues at 700 Linden
Avenue.
•Buried concrete structure containing
metal found at 616 Linden Avenue.
•Diesel and lead in soil and gasoline
chemicals in soil vapor at 616 Linden
Avenue exceeded Regional Water
Board residential screening levels.
•22021: Se completaron la Evaluación
Ambiental del Sitio (ESA) Fase I y la ESA
Fase II para ambas propiedades.
•Las investigaciones concluyeron que no
hay problemas ambientales en 700 Linden
Avenue.
•Estructura de hormigón enterrada que
contiene metal encontrada en 616 Linden
Avenue.
•El diésel y el plomo en el suelo y los
productos químicos de la gasolina en el
vapor del suelo en 616 Linden Avenue
excedieron los niveles de detección
residencial de la Junta Regional del Agua.
149
150
Additional Work
(Voluntary)|Trabajoadicional
(voluntario)
•2023 - Soil testing concluded it is safe
to use 616 Linden Avenue for a park.
•2024 - Additional soil testing confirmed
these results.
•The City plans to voluntarily remove
the lead-impacted soil from the buried
concrete structure at 616 Linden
Avenue.
•Prior to park construction, a Site
Management Plan (SMP) will be
submitted to San Mateo County for
review.
•2023: Las pruebas del suelo
concluyeron que es seguro usar 616
Linden Avenue como parque.
•2024: pruebas de suelo adicionales
confirmaron estos resultados.
•La Ciudad planea eliminar
voluntariamente la tierra impactada
por plomo de la estructura de
concreto enterrada en 616 Linden
Avenue.
•Antes de la construcción del parque,
se presentará un Plan de gestión del
sitio (SMP) al condado de San Mateo
para su revisión.151
Community Engagement
Enlace Comunitario
152
Project Timeline|Cronograma del proyecto
PHASE 0
153
Traffic Analysis by Hexagon
Fire Marshal Meeting
SSF Engineering Dept. Review
SSF Scavenger
Company Meeting
(Garbage/Recycling)
Análisis de tráfico por Hexagon
Reunión con jefe de bomberos
Revisión del Departamento de
Ingeniería de SSF
Reunión con SSF Scavenger
Company (Basura/Reciclaje)
STUDIES & REVIEWS:ESTUDIOS Y REVISIONES:
Circulation |Circulación
9
9
9
9
9
9
9
9
154
Project Timeline|Cronograma del proyecto
155
75 Participants / Participantes
4/13 Open House + Listening Session
Evento Comunitario Y Conversación Interactiva
Visioning Events|Eventos de visión
5/1 Pop-Up Event + Intercept Interviews
Evento Emergente + Entrevistas Espontaneas
50 Participants / Participantes
5/30 Merchants’ Round Table
Reunión de Comerciantes
6 Adjacent Merchants / Comerciantes
156
•Bilingual /Bilingüe
- All meetings and materials were provided in
Spanish and English.
- Todas las reuniones y materiales se proporcionaron
en español e inglés.
•In person / Presencial
- Eight events including interviews, onsite,
popup, merchants' meetings, and
presentations.
- Ocho eventos que incluyeron entrevistas, eventos
presenciales, emergentes, reuniones de
comerciantes y presentaciones.
•Remote Participation
- A digital and paper graphic-rich survey.
- Una encuesta digital y en papel rica en gráficos.
Outreach Methods |Métodosde enlace
157
Potential Circulation Options|Opciones potenciales de circulación
2ND (TIE)
2ª (EMPATE)
Separated Park with Speed Table
Parque separado con tabla de velocidad
Joined Park with Alley | Parque unido con Callejón
2ND (TIE)
2ª (EMPATE)
Joined Park with Hammerhead
Parque unido con forma de "T"
TOP RANK
LA OPCIÓN
PREFERIDA
158
Slow Traffic
Provide Safety for Children and
Seniors
Improve Accessibility
Increase Security/Police
Presence
Support adjacent businesses
with short-term parking options
Reducirá la velocidad del
tráfico
Brindará seguridad a los niños y
personas mayores
Mejorará la accesibilidad
Aumentará la
seguridad/presencia policial
Apoyará a los negocios
cercanos con opciones de
estacionamiento a corto plazo
A SUCCESSFUL PARK WILL:UN PARQUE EXITOSO:
Circulation Takeaways|Conclusiones clave de circulación
159
0
1
2
3
4
Ranked Priorities
Clasificación de Prioridades
Program Preferences|Preferencias de programación
GATHER
REUNIR
EVENTS
EVENTOS
ART
ARTE
PLAY
JUGAR
3.03 2.75 2.40 2.04
160
Key Takeaways|Conclusiones clave
Activate The Space
Provide For Community
Gatherings & Events
Encourage Recreation and Fit-
ness
Be Inclusive, Safe, Comfortable
& Accessible
Connect Neighbors to the
Environment
Reflect the Community
Activar el espacio
Proveer para reuniones y
eventos comunitarios
Promover la recreación y la
actividad física
Ser inclusivo, seguro, cómodo y
accesible
Conectar los vecinos con el
ambiente natural
Reflejar la comunidad
161
Design Alternatives
Alternativas de diseño
162
Concepts Overview |Descripción general de conceptos
163
164
165
Design Alternative Events| Eventos de alternativas de diseño
8/06 National Night Out
Noche Nacional
8/16 Movie Night at Martin Elementary
Noche de cine en la Escuela Primaria Martin
5
8/24 Open House + Listening Session
Evento Emergente + Entrevistas Espontaneas
9/21 Concert in the Park
Concierto en el Parque
8/16-9/30 Bilingual Online Survey
Encuesta bilingüe en línea
9/27 Merchants Round Table
Reunion de Comerciantes
9/29 Centennial Park & Morelos Hall
Parque de Centennial y Salón Morelos
9/09 SSF Youth Commission
Comisión juvenil
200
TOTAL
25
20
60
40
5
45
10
405 166
Which Concept do you prefer overall? | ¿Qué concepto
prefieres en general?
CONCEPT A / CONCEPTO A
CONCEPT B / CONCEPTO B
Combination of the two concepts based on specific features /
Combinación de los dos en función de características específicas
Which Concept do you prefer overall? | ¿Qué concepto prefieres en general?
Survey Results|Resultados de la encuesta
Concept A
Concepto A
Concept B
Concepto B
Combination of the two concepts
based on specific features
Combinación de los dos en
función de características
específicas
A
44%
56 responses
/ respuestas
B
47%
59 responses /
respuestas
C9%
10 responses
/ respuestas
167
FITNESS – 4 to 6 stations on a circuit and a flexible class space
EJERCICIO -4 a 6 estaciones en un circuito y un espacio para
clases en grup flexible
2
3
4
1
2
3
4
1
Top-Rated Features|Características clave
FLEX LAWN -Large for events overflow, picnic, daily play space
ÁREA DE PASTO FLEXIBLE -Grande para eventos, picnic,
espacio de juego diario
PLAY AREA -Medium size with room for 3-4 smaller features
ÁREA DE JUEGO -Tamaño mediano con espacio para 3-4
elementos más pequeñas
GATHERING -With shade canopy
REUNIÓN –Con toldo de sombra
TREES & PLANTING AREA –Larger amount than in concept B
ÁRBOLES Y ÁREA DE PLANTACIÓN –Cantidad mayor que en
el Concepto B
PLAZA –Large for live music/dance/community events and
possible overflow space on Linden Ave.
PLAZA –Grande para música en vivo / baile / eventos
comunitarios posible espacio de desbordamiento en Linden Ave.
PLAY AREA –Small size with room for 1-2 features
ÁREA DE JUEGO -tamaño pequeño con espacio para 1-2
elementos
FLEX LAWN – Smaller picnic area, play
ÁREA DE PASTO FLEXIBLE - Área de picnic más pequeña, jugar
A B
168
What We Heard|Lo que escuchamos
•Balance the plaza size with other key
elements in the park & utilize Linden Ave.
for occasional extra-large events
•Create flexible lawn space to host a
variety of activities
•Provide a variety of types of seating,
tables, and shade throughout the park
•Play area should be inclusive and visible
from other areas of the park
•Ensure artwork reflects the community’s
identity and heritage
•Equilibre el tamaño de la plaza con otros
elementos clave del parque y utilice Linden
Ave. para eventos extragrandes
ocasionales.
•Crear un espacio de césped flexible para
albergar una variedad de actividades
•Proporcionar una variedad de tipos de
asientos, mesas y sombra en todo el parque.
•El área de juego debe ser inclusiva y visible
desde otras áreas del parque.
•Garantizar que las obras de arte reflejen la
identidad y el patrimonio de la comunidad.
169
Next Steps
Próximos Pasos
170
Next Steps|Próximos Pasos
171
THANK YOU
Gracias
172
Memorandum
Date: January 31, 2024
To: Mr. Philip Vitale, Jr., City of South San Francisco
From: Trisha Dudala
Katie Riutta
Subject: Transportation Analysis for Linden Park in South San Francisco, California
Hexagon Transportation Consultants, Inc. has completed an assessment of traffic impacts from the
proposed Linden Park in South San Francisco. The project site (see Figure 1) is located on the east
side of Linden Avenue, between 8th Lane to the north and 7th Lane to the south. The site is
comprised of two parcels (616 Linden Avenue and 700 Linden Avenue) and a section of Pine
Avenue that bisects the project site. 616 Linden Avenue is currently an active parking lot and 700
Linden Avenue is a vacant grass lot. The two parcels would be redeveloped into a park with a
children’s play area, a space for recreation, a sports court, spaces for community gathering and
public art.
In accordance with Senate Bill (SB) 743 and the City’s Transportation Analysis Guidelines, vehicle
miles traveled (VMT) has replaced level of service (LOS) for use in transportation analyses
pursuant to the California Environmental Quality Act (CEQA). This memorandum evaluates the
project’s potential impact on vehicle miles traveled (VMT) and analyzes the traffic operational
effects of park development alternatives that would potentially close Pine Avenue.
Vehicle Miles Traveled
According to the City’s Transportation Analysis Guidelines, October 2022, prepared for the General
Plan Update, some projects may be screened out, or assumed to have a less-than-significant
impact on VMT, if they fall within the following categories:
1. Projects located within ½-mile walkshed around major transit stops.
2. 50% affordable housing projects.
3. Small projects that generate less than 100 new trips per day, and do not exceed square
footage thresholds.
4. Locally serving public facilities that encompass government, civic, cultural, health, and
infrastructure uses and activity which contribute to and support community needs.
5. Neighborhood-serving retail projects that are less than 50,000 square.
6. Hotels designed to serve business travelers or individuals flying in or out of SFO.
7. Residential and office projects in low VMT areas.
The potential new daily vehicle trips that may be generated by the proposed project were estimated
by applying trip rates for public parks published in the Institute of Transportation Engineers (ITE)
Trip Generation Manual, 11th Edition (0.78 daily vehicle trips per acre) to the size of the project site
(0.7 acres). Based on the ITE trip rate, the proposed project is expected to generate an average of
fewer than 10 vehicle trips each day.
173
Linden Park Traffic Analysis January 31, 2024
Page | 2
Therefore, according to the South San Francisco’s VMT policy, the project would qualify as a small
project that may be screened out of a detailed VMT analysis and assumed to have a less than
significant impact on VMT. Also, the proposed park would be local serving and would generate
activity that would contribute to and support community needs.
Project Alternatives
The following park development alternatives are being considered by the City of South San
Francisco.
1. Speed Table – Under this alternative, Pine Avenue would be kept open and a speed table
on Pine Avenue would slow down vehicles near the park. Speed tables are traffic calming
devices that raise the entire wheelbase of a vehicle to reduce its speed. They are longer
than speed humps and are flat on the top, with a height of 3 – 3.5 inches and a length of at
least 22 feet. According to National Association of City Transportation Officials (NACTO),
speed tables may be used on collector streets and/or transit and emergency response
routes.
2. Pine Avenue Closure (see Figure 2) – The intersection of Linden Avenue and Pine Avenue
would operate as a three-legged intersection without the east leg. Pine Avenue, east of
Linden Avenue would be closed off to vehicular traffic and a small roundabout would be
installed on the east end of the park for vehicles on westbound Pine Avenue to turn around.
The roundabout would be designed to accommodate large trucks including firetrucks.
Through traffic on Pine Avenue would be diverted to the parallel streets of California Avenue
and Aspen Avenue.
3. Pine Avenue Closure with a new alley (see Figure 3) – Under this alternative, Pine Avenue
would be closed off to vehicular traffic like in alternative 2 but instead of providing a
roundabout for westbound traffic on Pine Avenue to turn around, a one-way alley would be
provided along the eastern boundary of the park that would connect to 7th Lane. Westbound
vehicles on Pine Avenue would be able to make a left turn onto the new alley and a right
turn onto 7th Lane to connect to Linden Avenue. Similar to alternative 2, the through traffic
on Pine Avenue near the park is expected to use the parallel streets of California Avenue
and Aspen Avenue to get to their destinations. The one-way alley would be designed to
accommodate large trucks, including fire apparatus.
4. Pine Avenue Partial Closure – Under this alternative, Pine Avenue would be kept open
except when special events are conducted at the park.
Traffic Analysis
Alternative 1 – Speed Table
Under this alternative, Pine Avenue would be kept open, and a speed table would be installed to
slow down vehicular traffic. The daily traffic on Pine Avenue is relatively low, with less than 1,300
vehicles per day. The delay caused by the speed table would be minimal, so the amount of traffic
that may be diverted to adjacent roadways would be very small and is not expected to cause any
significant operational delays or queues on the surrounding streets.
174
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Pine A
v
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A
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A
v
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8th Ln
7th Ln
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8
7
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6
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L
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61
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L
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en
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en
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X = Study Intersection
= Site Location
LEGEND
70
0
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61
6
L
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Linden Park TransportaƟon Analysis
Figure 1
Study Area
175
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Pine A
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e
Cy
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s
s
A
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6th Ln
Lux Av
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Aspen
A
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8th Ln
7th Ln
Califor
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i
a
A
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101
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Air
p
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B
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Air
p
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B
l
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d
= Site Location
= Street Closure
= A roundabout would be provided
for traffic to make a U-turn at the end
of Pine Avenue
= Removed
LEGEND
Linden Park TransportaƟon Analysis
Figure 2
Alternative 2 - Pine Avenue Closure
176
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Pine A
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Cy
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Lux Av
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Aspen
A
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8th Ln
7th Ln
Califor
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a
A
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101
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B
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Air
p
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B
l
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= Site Location
= Street Closure
= One-Way Alley
= Removed
LEGEND
Linden Park TransportaƟon Analysis
Figure 3
Alternative 3 - Pine Avenue Closure with Alley
177
Linden Park Traffic Analysis January 31, 2024
Page | 6
Alternative 2 – Pine Avenue Closure
Under this alternative, the two park parcels and the section of Pine Avenue that bisects the two
parcels would be combined to create one large rectangular park. Pine Avenue, east of Linden
Avenue would be closed off to vehicular traffic, and a small roundabout would be installed on the
east end of the park for vehicles on westbound Pine Avenue to turn around. Through traffic on Pine
Avenue would be diverted to the parallel streets of California Avenue and Aspen Avenue.
The impact of the Pine Avenue closure on the adjacent roadways was analyzed based on the
diverted traffic. The origins and destinations of traffic using Pine Avenue were determined with
traffic pattern information collected by the StreetLight data platform. StreetLight data track cell
phone pings to determine traffic patterns. Cell phone companies supply anonymized data about the
origins, destinations, and routes of people using cell phones. Any time a geo-based app on the
phone is enabled, the movement of that phone is tracked. While not all people have cell phones or
apps running, the data are aggregated from thousands of users over time and provide a good
representation of travel patterns. The analysis herein is based on 2019 data, as the years following
2019 were disrupted by COVID conditions. The 2023 data are still low compared to 2019 volumes.
Roadway operations were evaluated using Level of Service (LOS) measures. The Highway
Capacity Manual, Transportation Research Board, 2000 provides the following LOS threshold
volumes for collector and local roads. Pine Avenue and its parallel streets are classified as local
streets.
Table 1
Level of Service Threshold Volumes for Roadways
Table 2 (also see Figure 4) below summarizes the daily volume for the roadways near the project
site.
Roadway Type LOS A LOS B LOS C LOS D LOS E
2- Lane Arterial (w/left-turn lane)11,000 12,500 14,500 16,000 18,000
2- Lane Collector 6,000 7,500 9,000 10,500 12,000
2 - Lane Local 1,200 1,400 1,600 1,800 2,000
Notes
1. Based on Highway Capacity Manual , Transportation Research Board, 2000.
2. Two-lane collectors assume approximately three-fourths of the capacity of a two-lane arterial with left-turn
lanes. This is based on the assumption that left-turn channelization is not provided on a two-lane collector.
3. Local street level of service thresholds are based upon “Neighborhood Traffic Related Quality-of-Life
Considerations” which assumes a standard suburban neighborhood, 40-foot roadway width, and 25 mile per
hour speed limit with normal speed violation rates.
178
Linden Park Traffic Analysis January 31, 2024
Page | 7
Table 2
Annual Average Daily Traffic (AADT)
With the closure of Pine Avenue near the proposed Linden Park, its traffic would be diverted to the
surrounding streets of Aspen Avenue and California Avenue. Based on StreetLight data, most of
the traffic on Pine Avenue is through traffic. Some of the roadways in the study area, such as
Cypress Avenue, 8th Lane and 7th Lane are one-way streets. Westbound traffic on Pine Avenue
coming from Airport Boulevard or Cypress Avenue would divert to Aspen Avenue to connect to
Linden Avenue. Eastbound traffic on Pine Avenue would divert to California Avenue via Linden
Avenue.
The roadways around the proposed park are currently operating at LOS A/B and therefore would be
able to accommodate the additional traffic that would be diverted from Pine Avenue. It is unlikely
that traffic diverted from Pine Avenue would cause significant traffic delays/congestion along these
roadways.
Table 3 below summarizes the AM and PM peak hour delays at intersections around the proposed
park (also see Figure 5). The AM and PM peak hour volumes were obtained from the StreetLight
2019 database, excluding weekends. All intersections surrounding the project site are unsignalized
intersections that are operating at level of service (LOS) C or better. These intersections are
operating below their capacity, and thus have additional capacity to accommodate traffic that would
be diverted from the Pine Avenue closure.
# Roadway
# Total
Lanes Direction Classification 1
2019
AADT 2 LOS 3
1 Linden Avenue 2 North/South Collector 4,076 A
2 Pine Avenue 2 East/West Local 1,238 B
3 California Avenue 2 East/West Local 1,275 B
4 Aspen Avenue 2 East/West Local 589 A
5 8th Lane 1 Eastbound Local 195 A
6 7th Lane 1 Westbound Local 284 A
7 Cypress Avenue 1 Northbound Local 463 A
Notes
2 Based on "AADT" analysis in the StreetLight data platform.
3 Based on Highway Capacity Manual , Transportation Research Board, 2000.
1 Based on the "Mobility Network" in ShapeSSF 2040 General Plan.
179
Linden Park Traffic Analysis January 31, 2024
Page | 8
Table 3
Intersection Level of Service
#IntersectionControl 1 LOS 4
AM 8.0 A
PM 8.6 A
AM 8.6 A
PM 8.6 A
AM 8.3 A
PM 8.8 A
AM 8.5 A
PM 8.8 A
AM 7.8 A
PM 8.2 A
AM 8.7 A
PM 8.9 A
AM 14.1 B
PM 19.1 C
AM 15.1 C
PM 18.0 C
Note:
1 AWSC = All-way stop control, OWSC = One-way stop control.
4 LOS is based on Highway Capacity Manual Methodology for unsignalized intersections.
Existing Conditions 2
Peak
Hour
3 Delay reported as seconds per vehicle. The delay shown is the weighted average delay for all
movements at AWSC intersections. At OWSC intersections, delay for the stop controlled
approach is shown.
2 Existing traffic counts are based on 2019 turning movement counts from StreetLight to reflect
pre-COVID conditions.
5 Aspen Avenue & Linden
Avenue
Avg. Delay 3
(sec)
1 Pine Avenue & Linden
Avenue AWSC
4 California Avenue & Cypress
Avenue OWSC
2 Pine Avenue & Cypress
Avenue OWSC
3 California Avenue & Linden
Avenue AWSC
AWSC
6 Aspen Avenue & Cypress
Avenue OWSC
7 Pine Avenue & Airport
Boulevard OWSC
8 California Avenue & Airport
Boulevard OWSC
180
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284
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1,001
802
4,0
7
6
1,038
1,275
Air
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X = Study Intersection
= Roadway AADTXXX
Estimated Roadway AADT is from Street Light Data
= Site Location
LEGEND
Linden Park TransportaƟon Analysis
Figure 4
2019 Roadway AADT
181
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Aspen
A
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8th Ln
7th Ln
Califor
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8(8
)
10
6
(
1
8
5
)
5(1
8
)
17
(
4
)
14
3
(
1
6
0
)
7(9
)
6(26)
34(40)
0(12)
7(7)
26(16)
16(4)
0(2
)
13
(
2
6
)
4(8
)
52(70
)
3(6)
4(5)
33(37
)
4(1
9
)
79
(
1
6
0
)
1(8
)
112
(
1
4
4
)
2(9
)
12(6)
8(0)27(7)
12(2)
23(9)
2(1
4
)
20
(
3
0
)
25(11)
8(3
5
)
269
(
4
6
3
)
533
(
6
1
1
)
20(
3
7
)
26(19)
23(9)
1
3
4
8
7
2
6
5
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Air
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B
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28(
2
5
)
257
(
4
6
8
)
529
(
5
7
4
)
36(
4
5
)
20(26)
11(15)
X = Study Intersection
= Site Location
LEGEND
= AM(PM) Peak-Hour Traffic Volumes
2019 Intersection Volumes are from Street Light Data
XX(XX)
Linden Park TransportaƟon Analysis
Figure 5
2019 Intersection Volumes
4(8
)
94
(
1
8
1
)
7(6
)
5(5
)
13
5
(
1
5
0
)
5(4
)
7(9)
15(32)
4(15)
5(4)
30(15)
8(5)
0(2
)
10(
1
4
)
10(
1
0
)
30(64)
11(21)
44(26)
182
Linden Park Traffic Analysis January 31, 2024
Page | 11
Alternative 3 – Pine Avenue Closure with Alley
Under this alternative, Pine Avenue would be closed off to vehicular traffic like in alternative 2 but
instead of providing a roundabout for westbound traffic on Pine Avenue to turn around, a one-way
alley would be provided along the eastern boundary of the park that would connect to 7th Lane.
Westbound vehicles on Pine Avenue would make a left-turn onto the new alley and a right-turn onto
7th Lane to connect to Linden Avenue. It is likely that use of the alley, connecting to another alley
would add delay for westbound traffic, so some traffic may divert. Also, eastbound through traffic on
Pine Avenue would divert to California Avenue. Even if all traffic is diverted, as with alternative 2,
traffic operations would be fine along the roadways near the proposed park. Traffic diversion under
this alternative would be similar to alternative 2.
Alternative 4 – Partial Closure of Pine Avenue
Under this alternative, Pine Avenue would be kept open except when special events are conducted
at the park. During special events, Pine Avenue near the park would be closed to vehicular traffic
using temporary barricades. As special events would primarily be conducted during holidays or
weekends, partial closure of Pine Avenue is not expected to cause any significant operational
delays or queues on adjacent roadways. Emergency access to properties on Pine Avenue east of
Linden Park was evaluated. Emergency vehicles would need to make a U-turn on Pine Avenue
near the closure after responding to an emergency. The current roadway width on Pine Avenue is
32 feet curb-to-curb and a turn-around would not be possible for emergency vehicles. However,
since temporary barricades would be used to close Pine Avenue during special events, the
barricades could be moved if necessary.
Conclusions
Traffic analysis of the proposed Linden Park alternatives shows that all alternatives would be
feasible to implement. The option with the raised speed table would have the least impact on traffic
on adjacent streets. Alternatives 2 and 3 with closure of Pine Avenue with a roundabout or a one-
way alley, respectively, on the east end of the park would cause through traffic on Pine Avenue to
detour to the surrounding streets. Analysis of the existing roadway volumes and intersection
operations during weekday peak hours showed that the roadways and intersections surrounding the
park are operating well below capacity and therefore could accommodate additional traffic that
would be diverted from Pine Avenue. No significant operational issues are anticipated for the Pine
Avenue closure alternatives. The roundabout and the one-way alley that would be provided on the
east end of the park on Pine Avenue should be designed to accommodate large trucks including fire
apparatus under both these alternatives. Under the Pine Avenue partial closure alternative, Pine
Avenue would be closed to through traffic only during special events, during which traffic would be
diverted to adjacent streets. As special events would be conducted during holidays and weekends,
no significant operational delays are expected to occur in the study area. However, the feasibility of
maintaining access to emergency vehicles during special events to properties along Pine Avenue
should be evaluated under the partial closure alternative.
183
Appendix A
LOS Calculations
184
HCM 7th AWSC
1: Linden Avenue & Pine Avenue 01/17/2024
2019 AM Peak Hour Volumes 2:16 pm 01/08/2024 Baseline Synchro 12 Report
Page 1
Intersection
Intersection Delay, s/veh 8
Intersection LOS A
Movement EBL EBT EBR WBL WBT WBR NBL NBT NBR SBL SBT SBR
Lane Configurations
Traffic Vol, veh/h 5 30 8 7 15 4 4 94 7 5 135 5
Future Vol, veh/h 53087154494751355
Peak Hour Factor 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92
Heavy Vehicles, % 222222222222
Mvmt Flow 533981644102851475
Number of Lanes 010010010010
Approach EB WB NB SB
Opposing Approach WB EB SB NB
Opposing Lanes 1111
Conflicting Approach Left SB NB EB WB
Conflicting Lanes Left 1111
Conflicting Approach Right NB SB WB EB
Conflicting Lanes Right 1111
HCM Control Delay, s/veh 7.8 7.7 7.9 8.1
HCM LOSAAAA
Lane NBLn1 EBLn1 WBLn1 SBLn1
Vol Left, % 4% 12% 27% 3%
Vol Thru, % 90% 70% 58% 93%
Vol Right, % 7% 19% 15% 3%
Sign Control Stop Stop Stop Stop
Traffic Vol by Lane 105 43 26 145
LT Vol 4575
Through Vol 94 30 15 135
RT Vol 7845
Lane Flow Rate 114 47 28 158
Geometry Grp 1111
Degree of Util (X) 0.132 0.058 0.036 0.181
Departure Headway (Hd) 4.153 4.477 4.548 4.138
Convergence, Y/N Yes Yes Yes Yes
Cap 850 805 792 856
Service Time 2.243 2.478 2.55 2.219
HCM Lane V/C Ratio 0.134 0.058 0.035 0.185
HCM Control Delay, s/veh 7.9 7.8 7.7 8.1
HCM Lane LOS AAAA
HCM 95th-tile Q 0.5 0.2 0.1 0.7
185
HCM 7th TWSC
2: Cypress Avenue & Pine Avenue 01/17/2024
2019 AM Peak Hour Volumes 2:16 pm 01/08/2024 Baseline Synchro 12 Report
Page 2
Intersection
Int Delay, s/veh 1.6
Movement EBL EBT EBR WBL WBT WBR NBL NBT NBR SBL SBT SBR
Lane Configurations
Traffic Vol, veh/h 0 44 0 0 30 11 0 10 10 0 0 0
Future Vol, veh/h 0 44 0 0 30 11 0 10 10 0 0 0
Conflicting Peds, #/hr000000000000
Sign Control Free Free Free Free Free Free Stop Stop Stop Stop Stop Stop
RT Channelized - - None - - None - - None - - None
Storage Length ------------
Veh in Median Storage, # - 0 - - 0 - - 0 - - 0 -
Grade, % - 0 - - 0 - - 0 - - 0 -
Peak Hour Factor 92 92 92 92 92 92 92 92 92 92 92 92
Heavy Vehicles, % 222222222222
Mvmt Flow 0 48 0 0 33 12 0 11 11 0 0 0
Major/Minor Major1 Major2 Minor1
Conflicting Flow All 45 0 - - - 0 80 92 48
Stage 1 ------4848-
Stage 2 ------3345-
Critical Hdwy 4.12-----6.426.526.22
Critical Hdwy Stg 1 ------5.425.52-
Critical Hdwy Stg 2 ------5.425.52-
Follow-up Hdwy 2.218-----3.5184.0183.318
Pot Cap-1 Maneuver 1564 - 0 0 - - 922 798 1021
Stage 1 - - 0 0 - - 975 855 -
Stage 2 - - 0 0 - - 990 858 -
Platoon blocked, % - - -
Mov Cap-1 Maneuver 1564 -----92201021
Mov Cap-2 Maneuver - - - - - - 922 0 -
Stage 1 - - - - - - 975 0 -
Stage 2 - - - - - - 990 0 -
Approach EB WB NB
HCM Control Delay, s/v 0 0 8.6
HCM LOS A
Minor Lane/Major Mvmt NBLn1 EBL EBT WBT WBR
Capacity (veh/h) 1021 1564 - - -
HCM Lane V/C Ratio 0.021 ----
HCM Control Delay (s/veh) 8.6 0 - - -
HCM Lane LOS A A - - -
HCM 95th %tile Q(veh) 0.1 0 - - -
186
HCM 7th AWSC
3: California Avenue & Linden Avenue 01/17/2024
2019 AM Peak Hour Volumes 2:16 pm 01/08/2024 Baseline Synchro 12 Report
Page 3
Intersection
Intersection Delay, s/veh 8.3
Intersection LOS A
Movement EBL EBT EBR WBL WBT WBR NBL NBT NBR SBL SBT SBR
Lane Configurations
Traffic Vol, veh/h 7 26 16 6 34 0 8 106 5 17 143 7
Future Vol, veh/h 7 26 16 6 34 0 8 106 5 17 143 7
Peak Hour Factor 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92
Heavy Vehicles, % 222222222222
Mvmt Flow 8 28 17 7 37 0 9 115 5 18 155 8
Number of Lanes 010010010010
Approach EB WB NB SB
Opposing Approach WB EB SB NB
Opposing Lanes 1111
Conflicting Approach Left SB NB EB WB
Conflicting Lanes Left 1111
Conflicting Approach Right NB SB WB EB
Conflicting Lanes Right 1111
HCM Control Delay, s/veh 7.9 8 8.2 8.5
HCM LOSAAAA
Lane NBLn1 EBLn1 WBLn1 SBLn1
Vol Left, % 7% 14% 15% 10%
Vol Thru, % 89% 53% 85% 86%
Vol Right, % 4% 33% 0% 4%
Sign Control Stop Stop Stop Stop
Traffic Vol by Lane 119 49 40 167
LT Vol 8 7 6 17
Through Vol 106 26 34 143
RT Vol 51607
Lane Flow Rate 129 53 43 182
Geometry Grp 1111
Degree of Util (X) 0.156 0.067 0.057 0.217
Departure Headway (Hd) 4.341 4.513 4.721 4.309
Convergence, Y/N Yes Yes Yes Yes
Cap 828 795 760 839
Service Time 2.356 2.532 2.741 2.309
HCM Lane V/C Ratio 0.156 0.067 0.057 0.217
HCM Control Delay, s/veh 8.2 7.9 8 8.5
HCM Lane LOS AAAA
HCM 95th-tile Q 0.6 0.2 0.2 0.8
187
HCM 7th TWSC
4: California Avenue & Cypress Avenue 01/17/2024
2019 AM Peak Hour Volumes 2:16 pm 01/08/2024 Baseline Synchro 12 Report
Page 4
Intersection
Int Delay, s/veh 1.6
Movement EBL EBT EBR WBL WBT WBR NBL NBT NBR SBL SBT SBR
Lane Configurations
Traffic Vol, veh/h 4 33 0 0 52 3 0 13 4 0 0 0
Future Vol, veh/h 4 33 0 0 52 3 0 13 4 0 0 0
Conflicting Peds, #/hr000000000000
Sign Control Free Free Free Free Free Free Stop Stop Stop Stop Stop Stop
RT Channelized - - None - - None - - None - - None
Storage Length ------------
Veh in Median Storage, # - 0 - - 0 - - 0 - - 0 -
Grade, % - 0 - - 0 - - 0 - - 0 -
Peak Hour Factor 92 92 92 92 92 92 92 92 92 92 92 92
Heavy Vehicles, % 222222222222
Mvmt Flow 436005730144000
Major/Minor Major1 Major2 Minor1
Conflicting Flow All 60 0 - - - 0 101 104 36
Stage 1 ------4545-
Stage 2 ------5760-
Critical Hdwy 4.12-----6.426.526.22
Critical Hdwy Stg 1 ------5.425.52-
Critical Hdwy Stg 2 ------5.425.52-
Follow-up Hdwy 2.218-----3.5184.0183.318
Pot Cap-1 Maneuver 1544 - 0 0 - - 897 786 1037
Stage 1 - - 0 0 - - 978 858 -
Stage 2 - - 0 0 - - 966 845 -
Platoon blocked, % - - -
Mov Cap-1 Maneuver 1544 -----89501037
Mov Cap-2 Maneuver - - - - - - 895 0 -
Stage 1 - - - - - - 975 0 -
Stage 2 - - - - - - 966 0 -
Approach EB WB NB
HCM Control Delay, s/v 0.79 0 8.54
HCM LOS A
Minor Lane/Major Mvmt NBLn1 EBL EBT WBT WBR
Capacity (veh/h) 1037 195 - - -
HCM Lane V/C Ratio 0.018 0.003 - - -
HCM Control Delay (s/veh) 8.5 7.3 0 - -
HCM Lane LOS A A A - -
HCM 95th %tile Q(veh) 0.1 0 - - -
188
HCM 7th AWSC
5: Linden Avenue & Aspen Avenue 01/17/2024
2019 AM Peak Hour Volumes 2:16 pm 01/08/2024 Baseline Synchro 12 Report
Page 5
Intersection
Intersection Delay, s/veh 7.8
Intersection LOS A
Movement EBL EBT EBR WBL WBT WBR NBL NBT NBR SBL SBT SBR
Lane Configurations
Traffic Vol, veh/h 2712231280479101122
Future Vol, veh/h 2712231280479101122
Peak Hour Factor 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92
Heavy Vehicles, % 222222222222
Mvmt Flow 2913251390486101222
Number of Lanes 010010010010
Approach EB WB NB SB
Opposing Approach WB EB SB NB
Opposing Lanes 1 1 1 1
Conflicting Approach Left SB NB EB WB
Conflicting Lanes Left 1 1 1 1
Conflicting Approach Right NB SB WB EB
Conflicting Lanes Right 1 1 1 1
HCM Control Delay, s/veh 7.7 7.7 7.8 7.9
HCM LOSAAA A
Lane NBLn1 EBLn1 WBLn1 SBLn1
Vol Left, % 5% 44% 60% 0%
Vol Thru, % 94% 19% 40% 98%
Vol Right, % 1% 37% 0% 2%
Sign Control Stop Stop Stop Stop
Traffic Vol by Lane 84 62 20 114
LT Vol 4 27 12 0
Through Vol 79 12 8 112
RT Vol 12302
Lane Flow Rate 91 67 22 124
Geometry Grp 1111
Degree of Util (X) 0.106 0.081 0.028 0.143
Departure Headway (Hd) 4.186 4.301 4.607 4.148
Convergence, Y/N Yes Yes Yes Yes
Cap 844 838 781 853
Service Time 2.275 2.302 2.61 2.229
HCM Lane V/C Ratio 0.108 0.08 0.028 0.145
HCM Control Delay, s/veh 7.8 7.7 7.7 7.9
HCM Lane LOS AAAA
HCM 95th-tile Q 0.4 0.3 0.1 0.5
189
HCM 7th TWSC
6: Cypress Avenue & Aspen Avenue 01/17/2024
2019 AM Peak Hour Volumes 2:16 pm 01/08/2024 Baseline Synchro 12 Report
Page 6
Intersection
Int Delay, s/veh 4.6
Movement EBL EBR NBL NBT SBT SBR
Lane Configurations
Traffic Vol, veh/h 25 0 2 20 0 0
Future Vol, veh/h 25 0 2 20 0 0
Conflicting Peds, #/hr 0 0 0 0 0 0
Sign Control Stop Stop Free Free Free Free
RT Channelized - None - None - None
Storage Length ------
Veh in Median Storage, # 0 - - 0 0 -
Grade, % 0 - - 0 0 -
Peak Hour Factor 92 92 92 92 92 92
Heavy Vehicles, % 2 2 2 2 2 2
Mvmt Flow 27 0 2 22 0 0
Major/Minor Minor2 Major1
Conflicting Flow All 26 - 0 0
Stage 1 0 - - -
Stage 2 26 - - -
Critical Hdwy 6.42 - 4.12 -
Critical Hdwy Stg 1 - - - -
Critical Hdwy Stg 2 5.42 - - -
Follow-up Hdwy 3.518 - 2.218 -
Pot Cap-1 Maneuver 989 0 - -
Stage 1 - 0 - -
Stage 2 996 0 - -
Platoon blocked, % -
Mov Cap-1 Maneuver 989 - - -
Mov Cap-2 Maneuver 989 - - -
Stage 1 - - - -
Stage 2 996 - - -
Approach EB NB
HCM Control Delay, s/v 8.74
HCM LOS A
Minor Lane/Major Mvmt NBL NBTEBLn1
Capacity (veh/h) - - 989
HCM Lane V/C Ratio - - 0.027
HCM Control Delay (s/veh) - - 8.7
HCM Lane LOS - - A
HCM 95th %tile Q(veh) - - 0.1
190
HCM 7th TWSC
7: Airport Boulevard & Pine Avenue 01/17/2024
2019 AM Peak Hour Volumes 2:16 pm 01/08/2024 Baseline Synchro 12 Report
Page 7
Intersection
Int Delay, s/veh 0.9
Movement EBL EBR NBL NBT SBT SBR
Lane Configurations
Traffic Vol, veh/h 26 23 8 269 533 20
Future Vol, veh/h 26 23 8 269 533 20
Conflicting Peds, #/hr 0 0 0 0 0 0
Sign Control Stop Stop Free Free Free Free
RT Channelized - None - None - None
Storage Length - - 80 - - -
Veh in Median Storage, # 0 - - 0 0 -
Grade, % 0 - - 0 0 -
Peak Hour Factor 92 92 92 92 92 92
Heavy Vehicles, % 2 2 2 2 2 2
Mvmt Flow 28 25 9 292 579 22
Major/Minor Minor2 Major1 Major2
Conflicting Flow All 754 301 601 0 - 0
Stage 1 590 -----
Stage 2 164 -----
Critical Hdwy 6.84 6.94 4.14 - - -
Critical Hdwy Stg 15.84-----
Critical Hdwy Stg 25.84-----
Follow-up Hdwy 3.52 3.32 2.22 - - -
Pot Cap-1 Maneuver 345 696 972 - - -
Stage 1 517 -----
Stage 2 849 -----
Platoon blocked, % - - -
Mov Cap-1 Maneuver 342 696 972 - - -
Mov Cap-2 Maneuver 342 -----
Stage 1 512 -----
Stage 2 849 -----
Approach EB NB SB
HCM Control Delay, s/v14.09 0.25 0
HCM LOS B
Minor Lane/Major Mvmt NBL NBTEBLn1 SBT SBR
Capacity (veh/h) 972 - 449 - -
HCM Lane V/C Ratio 0.009 - 0.119 - -
HCM Control Delay (s/veh) 8.7 - 14.1 - -
HCM Lane LOS A - B - -
HCM 95th %tile Q(veh) 0 - 0.4 - -
191
HCM 7th TWSC
8: California Avenue & Airport Boulevard 01/17/2024
2019 AM Peak Hour Volumes 2:16 pm 01/08/2024 Baseline Synchro 12 Report
Page 8
Intersection
Int Delay, s/veh 0.8
Movement EBL EBR NBL NBT SBT SBR
Lane Configurations
Traffic Vol, veh/h 20 11 28 257 529 36
Future Vol, veh/h 20 11 28 257 529 36
Conflicting Peds, #/hr 0 0 0 0 0 0
Sign Control Stop Stop Free Free Free Free
RT Channelized - None - None - None
Storage Length - - 80 - - -
Veh in Median Storage, # 0 - - 0 0 -
Grade, % 0 - - 0 0 -
Peak Hour Factor 92 92 92 92 92 92
Heavy Vehicles, % 2 2 2 2 2 2
Mvmt Flow 22 12 30 279 575 39
Major/Minor Minor2 Major1 Major2
Conflicting Flow All 795 307 614 0 - 0
Stage 1 595 -----
Stage 2 201 -----
Critical Hdwy 6.84 6.94 4.14 - - -
Critical Hdwy Stg 15.84-----
Critical Hdwy Stg 25.84-----
Follow-up Hdwy 3.52 3.32 2.22 - - -
Pot Cap-1 Maneuver 325 689 961 - - -
Stage 1 514 -----
Stage 2 813 -----
Platoon blocked, % - - -
Mov Cap-1 Maneuver 315 689 961 - - -
Mov Cap-2 Maneuver 315 -----
Stage 1 498 -----
Stage 2 813 -----
Approach EB NB SB
HCM Control Delay, s/v15.11 0.87 0
HCM LOS C
Minor Lane/Major Mvmt NBL NBTEBLn1 SBT SBR
Capacity (veh/h) 961 - 390 - -
HCM Lane V/C Ratio 0.032 - 0.086 - -
HCM Control Delay (s/veh) 8.9 - 15.1 - -
HCM Lane LOS A - C - -
HCM 95th %tile Q(veh) 0.1 - 0.3 - -
192
HCM 7th AWSC
1: Linden Avenue & Pine Avenue 01/17/2024
2019 PM Peak Hour Volumes 2:16 pm 01/08/2024 Baseline Synchro 12 Report
Hexagon Page 1
Intersection
Intersection Delay, s/veh 8.6
Intersection LOS A
Movement EBL EBT EBR WBL WBT WBR NBL NBT NBR SBL SBT SBR
Lane Configurations
Traffic Vol, veh/h 4 15 5 9 32 15 8 181 6 5 150 4
Future Vol, veh/h 4 15 5 9 32 15 8 181 6 5 150 4
Peak Hour Factor 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92
Heavy Vehicles, % 222222222222
Mvmt Flow 4 16 5 10 35 16 9 197 7 5 163 4
Number of Lanes 010010010010
Approach EB WB NB SB
Opposing Approach WB EB SB NB
Opposing Lanes 1111
Conflicting Approach Left SB NB EB WB
Conflicting Lanes Left 1111
Conflicting Approach Right NB SB WB EB
Conflicting Lanes Right 1111
HCM Control Delay, s/veh 8 8.1 8.8 8.5
HCM LOSAAAA
Lane NBLn1 EBLn1 WBLn1 SBLn1
Vol Left, % 4% 17% 16% 3%
Vol Thru, % 93% 63% 57% 94%
Vol Right, % 3% 21% 27% 3%
Sign Control Stop Stop Stop Stop
Traffic Vol by Lane 195 24 56 159
LT Vol 8495
Through Vol 181 15 32 150
RT Vol 6 5 15 4
Lane Flow Rate 212 26 61 173
Geometry Grp 1111
Degree of Util (X) 0.254 0.035 0.079 0.209
Departure Headway (Hd) 4.315 4.773 4.689 4.356
Convergence, Y/N Yes Yes Yes Yes
Cap 835 751 765 826
Service Time 2.33 2.798 2.713 2.372
HCM Lane V/C Ratio 0.254 0.035 0.08 0.209
HCM Control Delay, s/veh 8.8 8 8.1 8.5
HCM Lane LOS AAAA
HCM 95th-tile Q 1 0.1 0.3 0.8
193
HCM 7th TWSC
2: Cypress Avenue & Pine Avenue 01/17/2024
2019 PM Peak Hour Volumes 2:16 pm 01/08/2024 Baseline Synchro 12 Report
Hexagon Page 2
Intersection
Int Delay, s/veh 1.6
Movement EBL EBT EBR WBL WBT WBR NBL NBT NBR SBL SBT SBR
Lane Configurations
Traffic Vol, veh/h 0 26 0 0 64 21 2 14 10 0 0 0
Future Vol, veh/h 0 26 0 0 64 21 2 14 10 0 0 0
Conflicting Peds, #/hr000000000000
Sign Control Free Free Free Free Free Free Stop Stop Stop Stop Stop Stop
RT Channelized - - None - - None - - None - - None
Storage Length ------------
Veh in Median Storage, # - 0 - - 0 - - 0 - - 0 -
Grade, % - 0 - - 0 - - 0 - - 0 -
Peak Hour Factor 92 92 92 92 92 92 92 92 92 92 92 92
Heavy Vehicles, % 222222222222
Mvmt Flow 0 28 0 0 70 23 2 15 11 0 0 0
Major/Minor Major1 Major2 Minor1
Conflicting Flow All 92 0 - - - 0 98 121 28
Stage 1 ------2828-
Stage 2 ------7092-
Critical Hdwy 4.12-----6.426.526.22
Critical Hdwy Stg 1 ------5.425.52-
Critical Hdwy Stg 2 ------5.425.52-
Follow-up Hdwy 2.218-----3.5184.0183.318
Pot Cap-1 Maneuver 1502 - 0 0 - - 901 770 1047
Stage 1 - - 0 0 - - 994 872 -
Stage 2 - - 0 0 - - 953 818 -
Platoon blocked, % - - -
Mov Cap-1 Maneuver 1502 -----90101047
Mov Cap-2 Maneuver - - - - - - 901 0 -
Stage 1 - - - - - - 994 0 -
Stage 2 - - - - - - 953 0 -
Approach EB WB NB
HCM Control Delay, s/v 0 0 8.63
HCM LOS A
Minor Lane/Major Mvmt NBLn1 EBL EBT WBT WBR
Capacity (veh/h) 1019 1502 - - -
HCM Lane V/C Ratio 0.028 ----
HCM Control Delay (s/veh) 8.6 0 - - -
HCM Lane LOS A A - - -
HCM 95th %tile Q(veh) 0.1 0 - - -
194
HCM 7th AWSC
3: California Avenue & Linden Avenue 01/17/2024
2019 PM Peak Hour Volumes 2:16 pm 01/08/2024 Baseline Synchro 12 Report
Hexagon Page 3
Intersection
Intersection Delay, s/veh 8.8
Intersection LOS A
Movement EBL EBT EBR WBL WBT WBR NBL NBT NBR SBL SBT SBR
Lane Configurations
Traffic Vol, veh/h 7 16 4 26 40 12 8 185 18 4 160 9
Future Vol, veh/h 7 16 4 26 40 12 8 185 18 4 160 9
Peak Hour Factor 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92
Heavy Vehicles, % 222222222222
Mvmt Flow 8 17 4 28 43 13 9 201 20 4 174 10
Number of Lanes 010010010010
Approach EB WB NB SB
Opposing Approach WB EB SB NB
Opposing Lanes 1111
Conflicting Approach Left SB NB EB WB
Conflicting Lanes Left 1111
Conflicting Approach Right NB SB WB EB
Conflicting Lanes Right 1111
HCM Control Delay, s/veh 8.2 8.5 9.1 8.8
HCM LOSAAAA
Lane NBLn1 EBLn1 WBLn1 SBLn1
Vol Left, % 4% 26% 33% 2%
Vol Thru, % 88% 59% 51% 92%
Vol Right, % 9% 15% 15% 5%
Sign Control Stop Stop Stop Stop
Traffic Vol by Lane 211 27 78 173
LT Vol 8 7 26 4
Through Vol 185 16 40 160
RT Vol 18 4 12 9
Lane Flow Rate 229 29 85 188
Geometry Grp 1111
Degree of Util (X) 0.279 0.04 0.115 0.232
Departure Headway (Hd) 4.377 4.944 4.877 4.436
Convergence, Y/N Yes Yes Yes Yes
Cap 821 723 734 810
Service Time 2.401 2.982 2.91 2.46
HCM Lane V/C Ratio 0.279 0.04 0.116 0.232
HCM Control Delay, s/veh 9.1 8.2 8.5 8.8
HCM Lane LOS AAAA
HCM 95th-tile Q 1.1 0.1 0.4 0.9
195
HCM 7th TWSC
4: California Avenue & Cypress Avenue 01/17/2024
2019 PM Peak Hour Volumes 2:16 pm 01/08/2024 Baseline Synchro 12 Report
Hexagon Page 4
Intersection
Int Delay, s/veh 2.3
Movement EBL EBT EBR WBL WBT WBR NBL NBT NBR SBL SBT SBR
Lane Configurations
Traffic Vol, veh/h 5 37 0 0 70 6 2 26 8 0 0 0
Future Vol, veh/h 5 37 0 0 70 6 2 26 8 0 0 0
Conflicting Peds, #/hr000000000000
Sign Control Free Free Free Free Free Free Stop Stop Stop Stop Stop Stop
RT Channelized - - None - - None - - None - - None
Storage Length ------------
Veh in Median Storage, # - 0 - - 0 - - 0 - - 0 -
Grade, % - 0 - - 0 - - 0 - - 0 -
Peak Hour Factor 92 92 92 92 92 92 92 92 92 92 92 92
Heavy Vehicles, % 222222222222
Mvmt Flow 540007672289000
Major/Minor Major1 Major2 Minor1
Conflicting Flow All 83 0 - - - 0 127 134 40
Stage 1 ------5151-
Stage 2 ------7683-
Critical Hdwy 4.12-----6.426.526.22
Critical Hdwy Stg 1 ------5.425.52-
Critical Hdwy Stg 2 ------5.425.52-
Follow-up Hdwy 2.218-----3.5184.0183.318
Pot Cap-1 Maneuver 1515 - 0 0 - - 867 757 1031
Stage 1 - - 0 0 - - 971 852 -
Stage 2 - - 0 0 - - 947 826 -
Platoon blocked, % - - -
Mov Cap-1 Maneuver 1515 -----86401031
Mov Cap-2 Maneuver - - - - - - 864 0 -
Stage 1 - - - - - - 968 0 -
Stage 2 - - - - - - 947 0 -
Approach EB WB NB
HCM Control Delay, s/v 0.88 0 8.78
HCM LOS A
Minor Lane/Major Mvmt NBLn1 EBL EBT WBT WBR
Capacity (veh/h) 993 214 - - -
HCM Lane V/C Ratio 0.039 0.004 - - -
HCM Control Delay (s/veh) 8.8 7.4 0 - -
HCM Lane LOS A A A - -
HCM 95th %tile Q(veh) 0.1 0 - - -
196
HCM 7th AWSC
5: Linden Avenue & Aspen Avenue 01/17/2024
2019 PM Peak Hour Volumes 2:16 pm 01/08/2024 Baseline Synchro 12 Report
Hexagon Page 5
Intersection
Intersection Delay, s/veh 8.2
Intersection LOS A
Movement EBL EBT EBR WBL WBT WBR NBL NBT NBR SBL SBT SBR
Lane Configurations
Traffic Vol, veh/h 72960019160801449
Future Vol, veh/h 72960019160801449
Peak Hour Factor 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92 0.92
Heavy Vehicles, % 222222222222
Mvmt Flow 8210700211749015710
Number of Lanes 010010010010
Approach EB WB NB SB
Opposing Approach WB EB SB NB
Opposing Lanes 1 1 1 1
Conflicting Approach Left SB NB EB WB
Conflicting Lanes Left 1 1 1 1
Conflicting Approach Right NB SB WB EB
Conflicting Lanes Right 1 1 1 1
HCM Control Delay, s/veh 7.6 8 8.4 8.1
HCM LOSAAA A
Lane NBLn1 EBLn1 WBLn1 SBLn1
Vol Left, % 10% 39% 100% 0%
Vol Thru, % 86% 11% 0% 94%
Vol Right, % 4% 50% 0% 6%
Sign Control Stop Stop Stop Stop
Traffic Vol by Lane 187 18 6 153
LT Vol 19760
Through Vol 160 2 0 144
RT Vol 8909
Lane Flow Rate 203 20 7 166
Geometry Grp 1111
Degree of Util (X) 0.231 0.025 0.009 0.189
Departure Headway (Hd) 4.098 4.513 4.954 4.096
Convergence, Y/N Yes Yes Yes Yes
Cap 870 798 727 868
Service Time 2.155 2.513 2.955 2.161
HCM Lane V/C Ratio 0.233 0.025 0.01 0.191
HCM Control Delay, s/veh 8.4 7.6 8 8.1
HCM Lane LOS AAAA
HCM 95th-tile Q 0.9 0.1 0 0.7
197
HCM 7th TWSC
6: Cypress Avenue & Aspen Avenue 01/17/2024
2019 PM Peak Hour Volumes 2:16 pm 01/08/2024 Baseline Synchro 12 Report
Hexagon Page 6
Intersection
Int Delay, s/veh 1.8
Movement EBL EBR NBL NBT SBT SBR
Lane Configurations
Traffic Vol, veh/h 11 0 14 30 0 0
Future Vol, veh/h 11 0 14 30 0 0
Conflicting Peds, #/hr 0 0 0 0 0 0
Sign Control Stop Stop Free Free Free Free
RT Channelized - None - None - None
Storage Length ------
Veh in Median Storage, # 0 - - 0 0 -
Grade, % 0 - - 0 0 -
Peak Hour Factor 92 92 92 92 92 92
Heavy Vehicles, % 2 2 2 2 2 2
Mvmt Flow 12 0 15 33 0 0
Major/Minor Minor2 Major1
Conflicting Flow All 63 - 0 0
Stage 1 0 - - -
Stage 2 63 - - -
Critical Hdwy 6.42 - 4.12 -
Critical Hdwy Stg 1 - - - -
Critical Hdwy Stg 2 5.42 - - -
Follow-up Hdwy 3.518 - 2.218 -
Pot Cap-1 Maneuver 943 0 - -
Stage 1 - 0 - -
Stage 2 960 0 - -
Platoon blocked, % -
Mov Cap-1 Maneuver 943 - - -
Mov Cap-2 Maneuver 943 - - -
Stage 1 - - - -
Stage 2 960 - - -
Approach EB NB
HCM Control Delay, s/v 8.87
HCM LOS A
Minor Lane/Major Mvmt NBL NBTEBLn1
Capacity (veh/h) - - 943
HCM Lane V/C Ratio - - 0.013
HCM Control Delay (s/veh) - - 8.9
HCM Lane LOS - - A
HCM 95th %tile Q(veh) - - 0
198
HCM 7th TWSC
7: Airport Boulevard & Pine Avenue 01/17/2024
2019 PM Peak Hour Volumes 2:16 pm 01/08/2024 Baseline Synchro 12 Report
Hexagon Page 7
Intersection
Int Delay, s/veh 0.7
Movement EBL EBR NBL NBT SBT SBR
Lane Configurations
Traffic Vol, veh/h 19 9 35 463 611 37
Future Vol, veh/h 19 9 35 463 611 37
Conflicting Peds, #/hr 0 0 0 0 0 0
Sign Control Stop Stop Free Free Free Free
RT Channelized - None - None - None
Storage Length - - 80 - - -
Veh in Median Storage, # 0 - - 0 0 -
Grade, % 0 - - 0 0 -
Peak Hour Factor 92 92 92 92 92 92
Heavy Vehicles, % 2 2 2 2 2 2
Mvmt Flow 21 10 38 503 664 40
Major/Minor Minor2 Major1 Major2
Conflicting Flow All 1012 352 704 0 - 0
Stage 1 684 -----
Stage 2 328 -----
Critical Hdwy 6.84 6.94 4.14 - - -
Critical Hdwy Stg 15.84-----
Critical Hdwy Stg 25.84-----
Follow-up Hdwy 3.52 3.32 2.22 - - -
Pot Cap-1 Maneuver 236 644 889 - - -
Stage 1 462 -----
Stage 2 702 -----
Platoon blocked, % - - -
Mov Cap-1 Maneuver 225 644 889 - - -
Mov Cap-2 Maneuver 225 -----
Stage 1 443 -----
Stage 2 702 -----
Approach EB NB SB
HCM Control Delay, s/v19.14 0.65 0
HCM LOS C
Minor Lane/Major Mvmt NBL NBTEBLn1 SBT SBR
Capacity (veh/h) 889 - 285 - -
HCM Lane V/C Ratio 0.043 - 0.107 - -
HCM Control Delay (s/veh) 9.2 - 19.1 - -
HCM Lane LOS A - C - -
HCM 95th %tile Q(veh) 0.1 - 0.4 - -
199
HCM 7th TWSC
8: California Avenue & Airport Boulevard 01/17/2024
2019 PM Peak Hour Volumes 2:16 pm 01/08/2024 Baseline Synchro 12 Report
Hexagon Page 8
Intersection
Int Delay, s/veh 0.8
Movement EBL EBR NBL NBT SBT SBR
Lane Configurations
Traffic Vol, veh/h 26 15 25 468 574 45
Future Vol, veh/h 26 15 25 468 574 45
Conflicting Peds, #/hr 0 0 0 0 0 0
Sign Control Stop Stop Free Free Free Free
RT Channelized - None - None - None
Storage Length - - 80 - - -
Veh in Median Storage, # 0 - - 0 0 -
Grade, % 0 - - 0 0 -
Peak Hour Factor 92 92 92 92 92 92
Heavy Vehicles, % 2 2 2 2 2 2
Mvmt Flow 28 16 27 509 624 49
Major/Minor Minor2 Major1 Major2
Conflicting Flow All 957 336 673 0 - 0
Stage 1 648 -----
Stage 2 309 -----
Critical Hdwy 6.84 6.94 4.14 - - -
Critical Hdwy Stg 15.84-----
Critical Hdwy Stg 25.84-----
Follow-up Hdwy 3.52 3.32 2.22 - - -
Pot Cap-1 Maneuver 256 659 914 - - -
Stage 1 482 -----
Stage 2 718 -----
Platoon blocked, % - - -
Mov Cap-1 Maneuver 248 659 914 - - -
Mov Cap-2 Maneuver 248 -----
Stage 1 468 -----
Stage 2 718 -----
Approach EB NB SB
HCM Control Delay, s/v 18 0.46 0
HCM LOS C
Minor Lane/Major Mvmt NBL NBTEBLn1 SBT SBR
Capacity (veh/h) 914 - 321 - -
HCM Lane V/C Ratio 0.03 - 0.139 - -
HCM Control Delay (s/veh) 9.1 - 18 - -
HCM Lane LOS A - C - -
HCM 95th %tile Q(veh) 0.1 - 0.5 - -
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1301 Marina Village Parkway, Suite 110 | Alameda, California 94501 | p. 510.343.3000 | www.ninyoandmoore.com
Environmental Summary Report
616 and 700 Linden Avenue
South San Francisco, California
City of South San Francisco
33 Arroyo Drive | South San Francisco, California 94080
August 30, 2024 | Project No. 403151010
Geotechnical | Environmental | Construction Inspection & Testing | Forensic Engineering & Expert Witness
Geophysics | Engineering Geology | Laboratory Testing | Industrial Hygiene | Occupational Safety | Air Quality | GIS
201
1301 Marina Village Parkway, Suite 110 | Alameda, California 94501 | p. 510.343.3000 | www.ninyoandmoore.com
August 30, 2024
Project No. 403151010
Mr. Philip Vitale
City of South San Francisco
33 Arroyo Drive
South San Francisco, California 94080
Subject: Environmental Summary Report
616 and 700 Linden Avenue
South San Francisco, California
Dear Mr. Vitale:
Ninyo & Moore prepared this Environmental Summary Report (Report) for the above referenced City
of South San Francisco (City) properties located at 616 and 700 Linden Avenue in
South San Francisco, California (site). This Report summarizes the historical investigations
completed at both properties, and evaluates the investigation findings in the context of the site’s
planned use as a City park.
We appreciate the opportunity to be of service to the City on this project. If you have any questions
or comments regarding this Report, please contact the undersigned at your convenience.
Sincerely,
NINYO & MOORE
$XJXVW
$XJXVW
Aubrey K. Cool, PG 7659
Principal Geologist
Scott Bittinger, PG 7477
Senior Geologist
SGB/AKC/gvr
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CONTENTS
1 EXECUTIVE SUMMARY 1
2 INTRODUCTION 2
3 HISTORICAL ENVIRONMENTAL INVESTIGATIONS 2
3.1 Closed Underground Storage Tank Case – 616 Linden Avenue 2
3.2 Targeted Brownfields Assessment – 616 and 700 Linden Avenue 2
3.3 Supplemental Site Investigations – 616 Linden Avenue 4
4 FINDINGS 4
4.1 616 Linden Avenue 4
4.1.1 Soil Conditions 4
4.1.2 Soil Vapor Conditions 5
4.2 700 Linden Avenue 5
5 CONCLUSIONS 6
6 LIMITATIONS 7
7 REFERENCES 9
TABLES
1 – Soil Analytical Results
2 – Soil Vapor Analytical Results
FIGURES
1 – Site Location
2 – Site Plan
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1 EXECUTIVE SUMMARY
The City of South San Francisco (City) intends to redevelop two adjoining properties of land,
located at 616 and 700 Linden Avenue and totaling 0.66 acre, into a park.
Extensive environmental investigation work has been performed at 616 Linden Avenue, where
motor vehicle fuels had been historically stored and dispensed. Some of the work was performed
to meet regulatory requirements, and some of the work was performed out of an abundance of
caution. During removal of fuel underground storage tanks (USTs) at 616 Linden Avenue,
petroleum hydrocarbons were detected in soil. With oversight from representatives of San Mateo
County Groundwater Protection Program (GPP), in the late 1990s and early 2000s, 440 cubic
yards of soil were excavated and hauled off site to a landfill, removing most of the petroleum
hydrocarbon contamination from the property. The area was then backfilled with imported fill
material, and after follow up testing, the County GPP closed the environmental case in 2001.
Prior to redevelopment, historical property uses were evaluated using the Phase I and II
Environmental Site Assessment process on both properties in 2021, which is common when
changes in property use or ownership occurs or as an initial investigation step.
With the new property use as a park considered, supplemental site investigations were completed
at 616 Linden Avenue in June 2023 and February 2024. Shallow soil samples were collected and
analyzed for petroleum hydrocarbons and lead. The State of California has established risk-based
screening levels specifically for former UST cases. Lead is commonly detected in soil, and State
regulatory agencies have established toxicologically-based screening levels to assess safe lead
concentrations for different property uses. The supplemental testing and evaluation of the soil
data confirms that 616 Linden Avenue is acceptable for use as a park.
At 700 Linden Avenue, shallow soil samples were collected in 2021, composited, and tested for
the presence of lead as review of historical site use identified lead as the only likely potential
contaminant on that property. Based on the OHDGGDWD, the property is safe for use as a park.
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2 INTRODUCTION
Ninyo & Moore prepared this Environmental Summary Report (Report) on behalf of the City of
South San Francisco (City) for the properties located at 616 and 700 Linden Avenue in South San
Francisco, California (site).
The 616 Linden Avenue property is a 0.32-acre lot, located on the southeastern corner of Linden
Avenue and Pine Avenue, South San Francisco (Figure 1). It is currently used as a parking lot.
The 700 Linden Avenue property is a 0.34-acre vacant, vegetated lot, located on the northeastern
corner of Linden Avenue and Pine Avenue, South San Francisco (Figure 1). The surrounding area
is mixed residential and commercial land use.
Redevelopment into a City park is planned for the subject site, and park design is underway. This
Report was prepared to summarize the historical environmental data collected at both properties
and assess whether residual contamination affects the planned use as a City park.
3 HISTORICAL ENVIRONMENTAL INVESTIGATIONS
3.1 Closed Underground Storage Tank Case – 616 Linden Avenue
Volonte Automotive, a repair shop, operated at the 616 Linden Avenue property from the 1940s
through the early 2000s. The layout of the property is depicted on Figure 2. A leaking underground
storage tank cleanup case was opened under San Mateo County Groundwater Protection
Program (GPP) oversight following removal of one gasoline UST and one waste oil UST in 1993,
and the detection of petroleum hydrocarbons in soil below the USTs. According to the case closure
summary (GPP, 2001), approximately 440 tons of soil were excavated and disposed of off site
following the UST removals, to remove the petroleum hydrocarbon impacted soil from the
property. Groundwater monitoring and sampling was then conducted through January 2001 to
assess the shallow groundwater for the presence of petroleum hydrocarbons. GPP confirmed that
the investigation and remedial action were satisfactorily completed and closed the case in
September 2001.
3.2 Targeted Brownfields Assessment – 616 and 700 Linden Avenue
Working under a United States Environmental Protection Agency (EPA) Targeted Brownfields
Assessment (TBA) grant, consultants retained by the EPA conducted Phase I and Phase II
Environmental Site Assessments (ESAs) for several sites in South San Francisco in 2021,
including the subject sites.
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The Phase I ESA, which is a record search, identified the following recognized environmental
conditions (RECs) at the site:
x Vapor intrusion potential from residual petroleum hydrocarbons (616 Linden Avenue);
x Possible presence of additional USTs (616 Linden Avenue);
x Possible contamination from a former dry cleaner at 612 Linden Avenue (616 Linden
Avenue); and
x Potential historical aerially deposited lead (700 Linden Avenue).
According to the Final Phase I/Phase II ESA TBA Report, the Phase II ESA did not identify any
additional USTs at 616 Linden Avenue, but it did identify a buried concrete structure containing
metal and elevated lead concentrations in soil.
During the Phase II ESA, which consisted of soil and soil vapor sample collection, the EPA
consultant collected three soil samples and five soil gas samples at 616 Linden Avenue. The soil
sample analyzed for petroleum hydrocarbons contained up to 930 milligrams per kilogram (mg/kg)
total petroleum hydrocarbons (TPH) as motor oil, 560 mg/kg TPH as diesel (TPHd) and 43 mg/kg
TPH as gasoline (TPHg). Lead was detected in soil at concentrations ranging from 43.8 to 239
mg/kg. Low concentrations of polyaromatic hydrocarbons (PAHs; benzo(a)anthracene,
phenanthrene, and pyrene) were also detected in soil. Of these, only the TPHd detections and
one lead detection (from the buried concrete structure) exceeded San Francisco Bay Regional
Water Quality Control Board (Regional Water Board) environmental screening levels (ESLs) for
direct contact with soil under residential land use. In soil vapor, the following volatile organic
compounds (VOCs) were detected: 1.2 to 68,000 micrograms per cubic meter (Pg/m3) benzene,
1.3 to 46,000 Pg/m3 ethylbenzene, 10 to 83,000 Pg/m 3 toluene, 5.2 to 230,000 Pg/m3 total xylenes,
1,400 to 3,000 Pg/m3 1,2-dichloroethane (1,2-DCA), and 1.8 Pg/m3 tetrachloroethene. Some of
the benzene, ethylbenzene, toluene, total xylenes (BTEX) and 1,2-DCA concentrations exceeded
Regional Water Board ESLs for vapor intrusion to residential indoor air.
Four composite soil samples were collected at 700 Linden Avenue and analyzed for lead, which
was detected at concentrations ranging from 24 to 52 mg/kg. These concentrations are below
Regional Water Board ESLs for direct contact with soil under residential land use, thus confirming
suitability for use as a park.
Analytical results and regulatory screening levels are presented on Tables 1 and 2, and sample
locations are shown on Figure 2.
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3.3 Supplemental Site Investigations – 616 Linden Avenue
With the objective of evaluating risk to future receptors under the scenario of redeveloping the
subject site into a park, Ninyo & Moore consulted with the GPP and conducted a Supplemental
Site Investigation (SSI) at the 616 Linden Avenue property in June 2023 to collect additional soil
data. Ninyo & Moore advanced seven borings (B1 through B7) to assess whether current site soil
conditions meet State Water Resources Control Board’s (State Water Board’s) Low-Threat
Underground Storage Tank Case Closure Policy (Low-Threat Closure Policy) direct contact and
outdoor air exposure criteria (which requires testing for benzene, ethylbenzene, naphthalene, and
PAHs in the upper 10 feet of the subsurface). Additionally, soil samples were analyzed for lead
and results were compared to residential Regional Water Board ESLs. Benzene, ethylbenzene,
naphthalene, and PAHs were not detected in any samples. Lead was detected in all samples
analyzed for lead, at concentrations ranging from 10.9 mg/kg in sample B3-3 to 71.0 mg/kg in B1-
1. None of these detections exceeded the residential ESL of 80 mg/kg for direct soil contact.
To determine if TPH remained in soil at levels that warranted excavation and removal from the
property, and to characterize soil for potential disposal, Ninyo & Moore conducted another SSI
and advanced eight soil borings (B8 through B15) in February 2024. TPHd was detected in all
samples at concentrations ranging from 3.23 mg/kg in sample B8-3 to 29.2 mg/kg in B9-4; these
detections are below the residential ESL of 260 mg/kg for direct soil contact. TPHg was not
detected in any of the samples. Lead was detected in all samples, at concentrations ranging from
12.6 mg/kg in sample B13-5 to 80.0 mg/kg in B9-2. The detection in B9-2, equaled the residential
ESL of 80 mg/kg, but no detections exceeded it.
The analytical data and regulatory screening levels are shown on Table 1, and sample locations
are shown on Figure 2.
4 FINDINGS
4.1 616 Linden Avenue
4.1.1 Soil Conditions
Total petroleum hydrocarbons (TPHs) were detected in soil samples collected during the EPA
and Ninyo & Moore investigations. Total petroleum hydrocarbons as diesel (TPHd) detections
in one sample location only (616-SB-4) collected in 2021 exceeded the Regional Water Board
environmental screening level (ESL) for direct soil contact with residential land use.
Subsequent samples collected across the 616 Linden Avenue property showed significantly
lower concentrations. Additionally, the TPH analytical results show that existing soil
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conditions satisfy Low-Threat Closure Policy criteria for a bioattenuation zone, which would
support biodegradation of petroleum hydrocarbon vapors.
Volatile organic compounds (VOCs) were not detected in any samples collected during the
EPA or Ninyo & Moore investigations.
PAHs were detected at low concentrations in one sample location during the EPA
investigation in 2021. They were not detected in samples collected across the 616 Linden
Avenue property during Ninyo & Moore’s investigation in 2023, and no detections exceeded
regulatory screening levels.
Lead was detected in soil samples collected at the 616 Linden Avenue property at
concentrations ranging from 10.9 to 239 mg/kg. The only concentration that exceeded the
Regional Water Board ESL for direct soil contact with residential land use of 80 mg/kg was
from soil within the buried concrete structure.
4.1.2 Soil Vapor Conditions
As discussed above, volatile organic compounds (VOCs); specifically benzene,
ethylbenzene, toluene, total xylenes and 1,2-dichloroethane; were detected in soil vapor
samples at concentrations that exceeded Regional Water Board ESLs for vapor intrusion to
residential indoor air. The benzene and ethylbenzene detections also exceeded State Water
Board Low-Threat Closure Policy criteria for residential soil gas concentrations with no
bioattenuation zone. Note that these regulatory screening levels only apply to scenarios with
residential indoor air.
4.2 700 Linden Avenue
The Phase I Environmental Site Assessment records search, which reviewed historical site use,
identified lead as the only contaminant of potential concern as this property, because there were
no USTs or other known sources of contamination. Lead was detected in soil samples collected
at 700 Linden Avenue at concentrations ranging from 24 to 52 mg/kg. These concentrations are
below Regional Water Board ESLs for direct contact with soil under residential land use.
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5 CONCLUSIONS
Multiple investigations have been conducted on the site properties, soil and soil vapor samples
have been collected, and the analytical results have been compared to applicable regulatory
screening levels.
The analytical results for 616 Linden Avenue show that existing soil conditions satisfy the State
Water Board Low-Threat Closure Policy criteria for residential direct contact and outdoor air, and
lead concentrations in shallow soil are equal to or below residential ESLs. Therefore, there is not
significant risk posed by site soils, and additional excavation and off-hauling of soil is not
necessary to allow for property redevelopment as a park to proceed.
Prior to park construction, a Site Management Plan (SMP) will be prepared and submitted to San
Mateo County Groundwater Protection Program (GPP) for review. This Plan will describe
recommended steps necessary to ensure safety of workers, residents and park users during
construction. It will also describe procedures that will be followed if petroleum hydrocarbon
impacted soils are encountered during construction, although this is not expected. Further, any
soils planned for off-haul to a landfill will be tested and disposed of accordingly.
The City plans to remove the lead-impacted soil located within the buried concrete structure at
616 Linden Avenue that was identified during the Phase II Environmental Site Assessment. This
work will be proposed in the SMP described above and submitted to the San Mateo County
Groundwater Protection Program for review.
The soil vapor contamination identified at 616 Linden Avenue does not affect redevelopment into
a park, because the screening levels apply to residential indoor air. If any buildings are planned,
they can be placed on the 700 Linden Avenue property without restrictions. If buildings are
proposed at the 616 Linden Avenue property, additional investigation can be conducted or
mitigation measures, such as a vapor intrusion mitigation system (VIMS) can be implemented.
There are no known environmental issues or restrictions for redevelopment at the 700 Linden
Avenue property.
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6 LIMITATIONS
The environmental services described in this report have been conducted in general accordance
with current regulatory guidelines and the standard-of-care exercised by environmental
consultants performing similar work in the project area. No warranty, expressed or implied, is
made regarding the professional opinions presented in this report. Variations in site conditions
may exist and conditions not observed or described in this report may be encountered during
subsequent activities. Please also note that this assessment did not include an evaluation of
geotechnical conditions or potential geologic hazards.
Ninyo & Moore's opinions and recommendations regarding environmental conditions, as
presented in this report, are based on limited subsurface assessment and chemical analysis.
Further assessment of potential adverse environmental impacts from past on-site and/or nearby
use of hazardous materials may be accomplished by a more comprehensive assessment. The
samples collected and used for testing, and the observations made, are believed to be
representative of the area(s) evaluated; however, conditions can vary significantly between
sampling locations. Variations in soil and/or groundwater conditions will exist beyond the points
explored in this evaluation.
The environmental interpretations and opinions contained in this report are based on the results
of laboratory tests and analyses intended to detect the presence and concentration of specific
chemical or physical constituents in samples collected from the subject site. The testing and
analyses have been conducted by an independent laboratory which is certified by the State of
California to conduct such tests. Ninyo & Moore has no involvement in, or control over, such
testing and analysis. Ninyo & Moore, therefore, disclaims responsibility for any inaccuracy in such
laboratory results.
Ninyo & Moore’s conclusions, recommendations and opinions are based on an analysis of the
observed site conditions. It should be understood that the conditions of a site could change with
time as a result of natural processes or the activities of man at the subject site or nearby sites. In
addition, changes to the applicable laws, regulations, codes and standards of practice may occur
due to government action or the broadening of knowledge. The findings of this report may,
therefore, be invalidated over time, in part or in whole, by changes over which Ninyo & Moore has
no control.
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This document is intended to be used only in its entirety. No portion of the document, by itself, is
designed to completely represent any aspect of the project described herein. Ninyo & Moore
should be contacted if the reader requires any additional information, or has questions regarding
content, interpretations presented, or completeness of this document. This report is intended
exclusively for use by the client. Any use or reuse of the findings, conclusions and/or
recommendations of this report by parties other than those noted is undertaken at said parties’
sole risk.
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7 REFERENCES
Ninyo and Moore, 2023. Supplemental Site Investigation Report; 616 Linden Avenue, South San
Francisco, California. September 21.
Ninyo and Moore, 2024. Supplemental Site Investigation No. 2 Report; 616 Linden Avenue, South
San Francisco, California. March 27.
San Francisco Bay Regional Water Quality Control Board, 2019. Environmental Screening
Levels. Rev. 2.
San Mateo County Groundwater Protection Agency (GPP), 2001. Case Closure of One 1,000
Gallon Gasoline UST and One 250 Gallon Waste Oil UST Formerly Located at Volonte
Automotive, 616 Linden Avenue, South San Francisco, California, SMCo Site #550097.
September 27.
State Water Resources Control Board, 2012. Low-Threat UST Case Closure Policy. August 17.
Toeroek Associates, Inc. and Tetra Tech, Inc., 2021. Final Phase I/Phase II Environmental Site
Assessment Targeted Brownfields Assessment Report, South San Francisco, CA. July 2.
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Appendix A
Photographic Documentation
TABLES
213
Table 1 – Soil Analytical Results
TPHmo TPHd TPHg Benzene Ethylbenzene Naphthalene Cadmium Chromium Lead Nickel Zinc
(ft bgs)
616-SB-4-03022021 3/2/2021 4-5 930 560 43 J -- -- ND<0.0086 0.582 95.1 47.4 88.7 308 a
616-SB-4-03022021-D 3/2/2021 4-5 510 300 14 -- -- ND<0.0059 0.520 J 93.8 43.8 87.9 266 b
616-EC-03012021 3/1/2021 temp stockpile -- -- -- -- -- -- 0.991 J 80.0 239 52.6 397 J --
616-SB-7-03012021 3/1/2021 3-3.4 -- -- -- -- -- -- ND<0.110 87.4 67.6 67.6 330 --
B1-1 6/30/2023 1 -- -- -- ND<0.0081 ND<0.0081 ND<0.0081 -- -- 71.0 -- -- ND
B1-6 6/30/2023 6 -- -- -- ND<0.0079 ND<0.0079 ND<0.0079 -- -- -- -- -- ND
B2-2 6/30/2023 2 -- -- -- ND<0.0093 ND<0.0093 ND<0.0093 -- -- 40.9 -- -- ND
B2-6 6/30/2023 6 -- -- -- ND<0.0090 ND<0.0090 ND<0.0090 -- -- -- -- -- ND
B3-3 6/30/2023 3 -- -- -- ND<0.0087 ND<0.0087 ND<0.0087 -- -- 10.9 -- -- ND
B3-5 6/30/2023 5 -- -- -- ND<0.0081 ND<0.0081 ND<0.0081 -- -- -- -- -- ND
B4-4 6/30/2023 4 -- -- -- ND<0.0088 ND<0.0088 ND<0.0088 -- -- 17.2 -- -- ND
B4-8 6/30/2023 8 -- -- -- ND<0.0092 ND<0.0092 ND<0.0092 -- -- -- -- -- ND
B5-1 6/30/2023 1 -- -- -- ND<0.0083 ND<0.0083 ND<0.0083 -- -- 52.5 -- -- ND
B5-9 6/30/2023 9 -- -- -- ND<0.0081 ND<0.0081 ND<0.0081 -- -- -- -- -- ND
B6-2 6/30/2023 2 -- -- -- ND<0.0085 ND<0.0085 ND<0.0085 -- -- 34.0 -- -- ND
B6-6 6/30/2023 6 -- -- -- ND<0.0088 ND<0.0088 ND<0.0088 -- -- -- -- -- ND
B7-3 6/30/2023 3 -- -- -- ND<0.0080 ND<0.0080 ND<0.0080 -- -- 42.8 -- -- ND
B7-7 6/30/2023 7 -- -- -- ND<0.0083 ND<0.0083 ND<0.0083 -- -- -- -- -- ND
B8-1 2/22/2024 1 -- 10.8 x ND<0.098 ND<0.0098 ND<0.0098 ND<0.0098 -- -- 58.5 -- -- --
B8-3 2/22/2024 3 -- 3.23 x ND<0.10 ND<0.010 ND<0.010 ND<0.010 -- -- 46.4 -- -- --
B9-2 2/22/2024 2 -- 15.2 x ND<0.083 ND<0.0097 ND<0.0097 ND<0.0097 -- -- 80.0 -- -- --
B9-4 2/22/2024 4 -- 29.2 x ND<0.095 ND<0.0095 ND<0.0095 ND<0.0095 -- -- 53.0 -- -- --
B10-2 2/22/2024 2 -- 4.56 x ND<0.090 ND<0.0090 ND<0.0090 ND<0.0090 -- -- 60.5 -- -- --
B10-5 2/22/2024 5 -- 3.51 x ND<0.074 ND<0.0074 ND<0.0074 ND<0.0074 -- -- 35.2 -- -- --
B11-0.5 2/22/2024 0.5 -- 17.6 x ND<0.088 ND<0.0088 ND<0.0088 ND<0.0088 -- -- 46.9 -- -- --
B11-4 2/22/2024 4 -- 5.90 x ND<0.096 ND<0.0096 ND<0.0096 ND<0.0096 -- -- 26.6 -- -- --
B12-1 2/22/2004 1 -- 8.32 x ND<0.10 ND<0.010 ND<0.010 ND<0.010 -- -- 23.6 -- -- --
B12-3 2/22/2024 3 -- 4.32 x ND<0.10 ND<0.010 ND<0.010 ND<0.010 -- -- 29.6 -- -- --
B13-2 2/22/2024 2 -- 3.58 x ND<0.065 ND<0.0065 ND<0.0065 ND<0.0065 -- -- 35.6 -- -- --
B13-5 2/22/2024 5 -- 9.65 x ND<0.095 ND<0.0095 ND<0.0095 ND<0.0095 -- -- 12.6 -- -- --
B14-1 2/22/2024 1 -- 8.90 x ND<0.062 ND<0.0062 ND<0.0062 ND<0.0062 -- -- 39.8 -- -- --
B14-3 2/22/2024 3 -- 3.45 x ND<0.092 ND<0.0092 ND<0.0092 ND<0.0092 -- -- 31.6 -- -- --
B15-2 2/22/2024 2 -- 6.94 x ND<0.079 ND<0.0079 ND<0.0079 ND<0.0079 -- -- 61.5 -- -- --
B15-5 2/22/2024 5 -- 3.24 x ND<0.075 ND<0.0075 ND<0.0075 ND<0.0075 -- -- 44.1 -- -- --
700-SS-1-03042021 3/4/2021 0-0.5 -- -- -- -- -- -- -- -- 38 -- -- --
700-SS-2-03042021 3/4/2021 0-0.5 -- -- -- -- -- -- -- -- 52 -- -- --
700-SS-3-03042021 3/4/2021 0-0.5 -- -- -- -- -- -- -- -- 33 -- -- --
700-SS-4-03042021 3/4/2021 0-0.5 -- -- -- -- -- -- -- -- 24 -- -- --
Screening Levels
NE NE NE 1.9 21 9.7 NE NE NE NE NE 0.063
NE NE NE 2.8 32 9.7 NE NE NE NE NE NE
12,000 260 430 NA NA NA 78 NE 80 320 23,000 NA
Notes:
ID - identification
TPHs - total petroleum hydrocarbons
VOCs - volatile organic compounds, analyzed using United States Environmental Protection Agency (US EPA) Method 8260B
Metals analyzed using US EPA Method 6010B
PAHs - polyaromatic hydrocarbons, analyzed using US EPA Method 8270C
TPHmo - TPH as motor oil analyzed using US EPA Method 8015B
TPHd - TPH as diesel analyzed using US EPA Method 8015B
TPHg - TPH as gasoline analyzed using US EPA Method 8260B
ft bgs – feet below ground surface
mg/kg – milligrams per kilogram
-- not anaylized
ND<X – analyte not detected at or above the laboratory reporting limit X
ND - not detected; see laboratory report for specific chemicals and reporting limits
a - 0.012 mg/kg benzo(a)anthracene, 0.013 mg/kg phenanthrene, and 0.01 mg/kg pyrene (estimated values)
b - 0.007 mg/kg benzo(a)anthracene, 0.0075 mg/kg phenanthrene, and 0.007 mg/kg pyrene (estimated values)
J - estimated value
x - diesel value the result of overlap of oil range into diesel range
2 - San Francisco Bay Regional Water Quality Control Board environmental screening levels (ESLs), Direct Exposure Human Health Risk Levels (Table S-1), Residential: Shallow Soil Exposure, 2019 (Rev. 2)
NE - screening level not established
NA - screening level not applicable
Bold indicates concentration exceeds screening level
1 - Low-Threat Underground Storage Tank Case Closure Policy, Concentrations of Petroleum Constituents in Soil That Will Have No Significant Risk of Adversely Affecting Human Health (Table 1)
PAHsSample ID Date Collected
Residential ESLs2
Depth
LTCP Volatilization to outdoor air (5 to 10 ft bgs)1
VOCs
LTCP Residential (0 to 5 ft bgs)1
(mg/kg)
MetalsTPHs
616 Linden Avenue
700 Linden Avenue
Ninyo & Moore | 616 and 700 Linden Avenue, South San Francisco, California 94080 | 403151010 | August , 2024 1 214
Table 2 – Soil Vapor Analytical Results
Helium Oxygen 1,2-Dichloroethane Benzene Ethylbenzene Total Xylenes Naphthalene Tetrachloroethene Toluene
(ft bgs)
616-SG-1-03122021 3/12/2021 5 <0.0037 1.4 1,400 9,500 19,000 64,000 ND<790 -- 660
616-SG-2-03042021 3/4/2021 5 <0.0047 2.6 3,000 68,000 46,000 230,000 ND<1,000 --83,000
616-SG-3-03122021 3/12/2021 5 <0.0040 15 ND<0.042 1.2 1.3 5.2 ND<0.26 -- 10
616-SG-4-03042021 3/4/2021 5 <0.0051 1.2 ND<540 4,400 ND<580 ND<580 ND<2,200 -- ND<500
616-SG-6-03042021 3/4/2021 5 <0.0050 7.8 ND<0.17 16 23 140 ND<1.1 1.8 98
Screening Levels
NE NE NE 85 1,100 NE 93 NE NE
NE NE 3.6 3.2 37 3,500 2.8 15 10,000
Notes:
ID - identification
Fixed Gases analyzed using ASTM D-1946
VOCs - volatile organic compounds, analyzed using United States Environmental Protection Agency (US EPA) Method TO-15
ft bgs – feet below ground surface
% - percent
Pg/m3 – microrams per cubic meter
-- not anaylized
ND<X – analyte not detected at or above the laboratory reporting limit X
2 - San Francisco Bay Regional Water Quality Control Board environmental screening levels (ESLs), Subslab/Soil Gas, Vapor Intrusion: Human Health Risk Levels (Table SG-1), Residential, 2019 (Rev. 2)
NE - screening level not established
NA - screening level not applicable
Bold indicates concentration exceeds screening level
Detected VOCs tabulated
VOCs
PPg/m3
616 Linden Avenue
1 - Low-Threat Underground Storage Tank Case Closure Policy, Soil Gas Sampling - No Bioattenuation Zone (Appendix 4, Scenario 4 - Direct Measure of Soil Gas Concentrations [1 of 2])
Fixed Gases
%
LTCP Residential1
Residential ESLs2
Sample ID Date Collected
Depth
Ninyo & Moore | 616 and 700 Linden Avenue, South San Francisco, California 94080 | 403151010 | August , 2024 1 215
Ninyo & Moore | 616 and 700 Linden Avenue, South San Francisco, California 94080 | 403151010 | August 30, 2024
3. Description
Appendix A
Photographic Documentation
Appendix A
Photographic Documentation
FIGURES
216
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SITE LOCATION
Geotechnical & Environmental Sciences Consultants
FIGURE 1
NOTE: DIMENSIONS, DIRECTIONS, AND LOCATIONS ARE APPROXIMATE I REFERENCE: USGS, 2018 0
SCALE (FEET)
2,000 4,000
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403151010 I 07/24
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FIGURE 2
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LEGEND
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616 AND 700 LINDEN AVENUE
SOUTH SAN FRANCISCO, CALIFORNIA
403151010 I 07/24
SOIL AND SOIL GAS SAMPLE
(TETRATECH, 2021)SB-4/
SG-4
SOIL GAS SAMPLE
(TETRATECH, 2021)SG-1
UNKNOWN UTILITY LINEUUUU
FORMER MONITORING WELL
SOIL SAMPLE
(TETRATECH, 2021)SB-7
SOIL BORING
(N&M, 2023)B1
NOTE: DIMENSIONS, DIRECTIONS, AND LOCATIONS ARE APPROXIMATE
REFERENCES: GOOGLE EARTH, 2023; TETRA TECH 2021
FORMER PIEZOMETER
CONCRETE SUBSURFACE
STRUCTURE
APPARENT BACKFILLED
EXCAVATION DETECTED
WITH GPR
EM61-GPR
ANAMOLY
FORMER
BUILDING
NOTES:
EM61 = ELECTROMAGNETIC 61
GPR = GROUND PENETRATING RADAR
UST = UNDERGROUND STORAGE TANK
SOIL BORING
(N&M, 2024)B8
COMPOSITED SOIL SAMPLE
(TETRATECH, 2021)SS-1
218
Ninyo & Moore | 616 and 700 Linden Avenue, South San Francisco, California 94080 | 403151010 | August 30, 2024
1301 Marina Village Parkway, Suite 110 | Alameda, California 94501 | p. 510.343.3000
ARIZONA | CALIFORNIA | COLORADO | NEVADA | TEXAS | UTAH
ninyoandmoore.com
219
City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-1065 Agenda Date:10/23/2024
Version:1 Item #:8.
Report presenting preliminary Fiscal Year (FY) 2023-24 Year End results and FY 2024-25 First Quarter Financial Report
as of September 30, 2024 (Karen Chang, Director of Finance)
RECOMMENDATION
Staff requests that the City Council of the City of South San Francisco (“City”) receive this report on the
FY 2023-24 Year End and FY 2024-25 First Quarter as of September 30, 2024.
Due to the formatting limitations of the City’s Agenda Management platform, the full staff report
accompanying this agenda item is being attached as Attachment 1 of this report.
City of South San Francisco Printed on 11/14/2024Page 1 of 1
powered by Legistar™220
City of South San Francisco Page 1 of 13
File#: Agenda Date: 10/23/2024
Version: 1 Item #:
Report presenting preliminary Fiscal Year (FY) 2023-24 Year End and FY 2024-25 First Quarter
Financial Report as of September 30, 2024 (Karen Chang, Director of Finance)
RECOMMENDATION
Staff requests that the City Council of the City of South San Francisco (“City”) receive this
report on the FY 2023-24 Year End and FY 2024-25 First Quarter as of September 30, 2024.
BACKGROUND/DISCUSSION
This financial review summarizes the preliminary year-end results for FY 2023-24 and presents
the first quarter financial results for FY 2024-25.
As the City closes out FY 2023-24, we are refining our revenue and expenditure estimates for the
General Fund, alongside assessing the anticipated impact on reserves. The year-end process
involves a comprehensive evaluation of all financial transactions to ensure accurate reporting of
revenues and expenditures. This includes reconciling accounts, assessing outstanding liabilities,
and preparing for the Annual Comprehensive Financial Report (ACFR). While final numbers will
be confirmed after our annual audit, the narratives below will address significant deviations in
major revenues and expenditures compared to the estimates that were presented during the budget
approval process in May and June.
For the current Fiscal Year, this quarterly update serves as a critical tool for the City Council and
the public, providing transparency and oversight of the City’s financial health. By reviewing actual
revenues and expenditures against the approved budget, we can identify trends, monitor fiscal
performance, and ensure accountability. This process allows for timely adjustments to be made if
necessary.For FY 2024-25, this report analyzes revenues collected and expenditures through
September 30, 2024, to evaluate our operational adherence to the budget.
On June 12, 2024, the City Council approved the FY 2024-25 budgets for the General, Special
Revenue, Enterprise, and Internal Service Funds. These budgets outline the annual expenditure
and resource allocation plan that guides the implementation of City Council policies and priorities.
They ensure funding for a wide range of services that meet community needs, aligning with
Council priorities. This year, given the budgeted structural deficit in the General Fund, this update
provides greater salience to financial stability and long-term sustainability.
The First Quarter Financial Report, as of September 30, 2024, will provide comparisons to the
City of South San Francisco
Legislation Text
P.O. Box 711
(City Hall, 400 Grand Avenue)
South San Francisco, CA
221
City of South San Francisco Page 2 of 13
previous year and highlight variances from the planned revenue and expenditure allocations.
I. FY 2023-24 Year End and Reserves Update
A. Revenue Review
B. Expenditure Review
C. Year End Estimated Reserves Review
II. Current Fiscal Year (FY 2024-25) Update
A. General Fund Revenues – 1st Quarter
B. General Fund Expenditures – 1st Quarter
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The City concluded FY 2023-24 in a significantly stronger financial position than initially
anticipated. Total revenue is estimated at $155.0 million, while expenditures stand at $140.8
million, resulting in a net surplus of $14.2 million—substantially higher than previously projected.
This positive outcome is largely due to an unexpected increase in property tax revenue, detailed
below, which has exceeded initial forecasts. Given that property tax assessments are managed by
the County, accurate forecasting has been challenging.
Table 1 below shows the summary of the revenue and expenditures of the projected year close
revenues and expenditures:
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City of South San Francisco Page 3 of 13
Table 1: Estimated FY 2023-24 Year End vs FY 2022-23 LQPLOOLRQV
Adjusted
Budget
Actual as
of
6/30/2023
% of
budget
Adjusted
Budget
Actual as
of
6/30/2024
% of
budget
REVENUES
Taxes
Property Tax $45.8 $54.0 118% $49.3 $56.4 114%
Sales Tax 22.4 21.7 97% 22.0 23.6 108%
Transient Occupancy Tax 14.2 16.4 116% 14.0 14.9 107%
Other Tax 5.7 8.1 142% 6.7 7.1 107%
Franchise Fees 4.6 5.2 114% 4.6 5.3 116%
License and Permits
Building 16.6 16.4 99% 9.4 10.0 107%
Fire 2.8 4.0 143% 3.1 3.8 123%
Other 0.0 0.0 0% 0.0 0.2 0%
Fines & Forfeitures 0.7 0.8 106% 0.7 0.5 69%
Intergovernmental 4.3 3.6 82% 7.8 6.5 84%
Charges for Services
Planning 0.3 0.5 194% 0.7 0.7 106%
Fire 2.6 4.5 171% 3.9 4.8 122%
Parks & Recreation 2.8 3.8 135% 3.7 4.2 112%
Police 1.0 1.3 128% 1.2 1.3 103%
Other 0.0 0.1 167% 0.0 0.0 230%
Inter-Fund Admin Charge 1.5 1.5 101% 2.0 2.0 101%
Use of Money & Property 5.5 (0.3) -6% 4.5 7.1 159%
Other Revenues 0.3 0.4 127% 0.3 0.3 101%
Transfers In 6.2 5.3 86% 9.0 6.3 71%
TOTAL REVENUES $137.3 $147.1 107% $142.7 $155.0 109%
EXPENDITURES
City Council $0.3 $0.2 93% $0.3 $0.3 112%
City Clerk 1.2 1.0 89% 1.1 1.0 87%
City Treasurer 0.2 0.0 21% 0.1 0.2 128%
City Attorney 0.9 1.2 130% 1.1 1.7 155%
City Manager 5.3 3.8 72% 4.5 3.4 76%
Finance 4.4 3.1 70% 3.9 3.3 84%
Non expense/Dept 2.9 9.4 161% 1.9 2.0 100%
Human Resources 2.7 2.2 83% 2.8 2.6 92%
Economic & Comm Development 15.6 11.8 75% 15.1 11.1 74%
Fire 33.4 35.5 106% 36.8 36.7 100%
Police 34.5 36.3 105% 37.4 37.1 99%
Public Works 8.6 7.9 92% 14.2 10.1 71%
Library 7.3 6.5 89% 8.0 7.7 96%
Parks and Recreation 22.9 20.5 90% 25.8 22.9 88%
CIP 3.8 0.7 18% 4.4 0.7 17%
TOTAL EXPENDITURES $143.9 $140.2 97% $157.4 $140.8 89%
Revenue in excess of Expenditures (6.7) 7.0 (14.7) 14.2
Information Technology*5.2 3.8 72% 5.0 4.2 82%
* Non-General Fund: budgeted as internal service fund in Fund 785
FY 2022-23 FY 2023-24
223
City of South San Francisco Page 4 of 13
$Revenue Review
The following is a review of the largest deviations from budget:
Property Tax. The City's allocation of property tax revenue, which includes residual
property tax from the dissolution of the former Redevelopment Agency (RDA) and return
of excess collections from the Educational Revenue Augmentation Fund (ERAF), which
are local property revenues that have been diverted by the State of California to offset its
obligationtofundpublic schools since 1992, significantly exceeded staff projections. This
unexpected increase of approximately $7 million was primarily driven by higher-than-
anticipated returns from ERAF shifts and residential property tax increment that is
allocated to the RDA is greater than anticipated. These components of the City’s property
tax allocation are particularly challenging to forecast, as they depend on countywide
property valuations and taxes. Staff were not informed of this revenue increase until July.
To improve forecasting accuracy moving forward, staff will collaborate with the County
Assessor’s Office to analyze the underlying factors contributing to these deviations and
determine whether these effects are one-time occurrences orindicativeofan ongoing trend.
Staff further recommends that the City enter into an agreement in the near future with a
property tax consultant that will enable staff to more accurately project these specific
elements of property tax revenues.
License and Permits.Revenue from licenses and permits has proved difficult to forecast;
mid-year adjustments had ledstafftoreducethe revenue projection for licenses and permits
by $4.5 million. However, actual revenue ended up exceeding the revised budget by $1.5
million, although it remains $3 million below the original adopted budget. It is primarily
building inspection and fire prevention driving the favorable revenue YDULDQFH. This
fluctuation highlights the unpredictability of this revenue stream, which is influenced by
varying levels of economic activity and development projects. However, the increase is a
positive sign that development may be returning to the City.
Use of Money & Property. Revenue from this category has surpassed expectations,
largely due to market interest rate reductions anticipated in June 2024, which resulted in
an increase in the value of the City’s bond holdings. Part of this increase reflects the City’s
strategic decision tomaintaina managed portfolio thatanticipated these changes, extending
the duration of its investments to maximize potential returns.
Transfers In & Intergovernmental. Transfers In and Intergovernmental revenue is
provided to fund specific projects. If these projects are not completed within the current
fiscal year, the associated revenue is deferred to future periods, which explains the shortfall
in these two revenue sources.
%Expenditure Review
The following is a review of the largest deviations from budget:
CIP.In FY 2023-24, only 16.8% of the budgeted capital for the General Fund was
completed. While this appears to reflect immediate savings, it's important to note that
unspent project budgets are rolled forward to the next fiscal year. As a result, these savings
224
City of South San Francisco Page 5 of 13
represent a draw on future reserves rather than a reduction in operational expenses,
meaning they do not provide the same flexibility as operational savings. There is $3.9
million in budget capital rolling forward.
Payroll. As part of the budget development process for FY 2023-24, staff assumed $3
million in salary savings. With this budgeted savings, payroll actuals were within 1% of
budget.
Supplies and Services. Supplies and Services show the greatest savings with only 65% of
budget expended. However, as with CIP, unspent encumbrances represent a draw on future
reserves. There are $7.8 million in encumbrances rolling forward from this expense
category. With those approved expenGLWXUHV included, 87% of the budget is expended.
Thedepartment with the largest impact on this adjustment is Public Works, which is why
theyhave the greatest budget savings in the table above.
C. Reserve Review
FY 2023-24 began with an available unassigned fund balance in the General Fund of $21 million.
Given the additional revenue and expenditure savings the estimated year end, available unassigned
fund balance in the General Fund is $34.8 million. This is an increase of $13.8 million. This is
slightly less than the net savings, due to the increase in the General Reserves, explained below.
During the year, General Fund revenues, excluding Measure W, totaled $155.0 million. In line
with the City’s Reserve Policy, which mandates maintaining a minimum of 20 percent of operating
revenues, the General Fund reserves were increased by approximately $1.2 million, rising from
$28.5 million to $29.7 million. This General Reserve amount remains unchanged throughout the
fiscal year. The Pension Stabilization Reserve, established by the Council, has benefited from the
rising interest rate environment to $5.8 million. Additionally, the Infrastructure Reserves are $6.7
million.
The total General Fund reserves are estimated at $77.1 million. Table 2 below summarizes the
City’s projected reserves as of June 30, 2024:
Table 2: Projected City Reserves Summary as of 6-30-2024 (in millions)
General Reserves (20%)$29.7
Pension Stabilization Reserves 5.8
Infrastructure Reserves 6.7
Total Reserve Levels $43.6
Available Unassigned GF Fund Balance 34.8
Reserves & Surplus Fund Balance $77.1
Feedback on use of increased reserves
Staff is seeking City Council feedback on the allocation of $13.8 million in additional unassigned
reserves.
Options for consideration include:
225
City of South San Francisco Page 6 of 13
x Setting aside $8 million to offset the City’s project deficit for FY 2024-25
x Allocating $2 million to the Pension Stabilization Reserve
x Allocating $1 million to address increasing legal liabilities in the Workers' Compensation
Fund
x Allocating $1.6 million to support the Vehicle Replacement Program
x Using a portion to relieve the Measure W share of the deficit burden
Based on Council's input, staff will return with an updated Reserve Policy to formalize these
allocations.
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The General Fund accounts for the City’s tax revenues as well as the cost of core operations of the
City. The adjusted FY 2024-25 General Fund budget projects revenues totaling $137.6 million,
and expenditures totaling $145.6 million, which includes the 5 percent cuts requested for all
departments.
The following sections show the revenue and expenditure results as of September 30, 2024.
A. General Fund Revenues –1st Quarter
The following table shows 1
st quarter actual revenues, including a comparative view of where the
City’s revenues were at the same time last year:
226
City of South San Francisco Page 7 of 13
Table 3: 1st Quarter FY 2023-24 vs. FY 2024-25 Revenues LQPLOOLRQV
The following are the highlights revenue categories for the FY 2024-25 revenue budget.
1.Property Tax. Base revenues are on track for this year’s budget. The City just received
the County levy letter providing the first update to the project property tax revenue. The
news has been good, and there is potential for an increase in expected revenue, this will be
reviewed as part of mid-year update. Further, City will be working with County to
determine if the unexpected increase in FY 2023-24 will be ongoing or one-timewhich
could result in a IDYRUDEOH change to the projected revenue.
Additionally, the City received the State's backfilling of FY 2022-23 VLF shortfall of $3.0
million in August and had recorded it as FY 2024-25 revenue, which could result in a
revision during mid-year budget review.
Adjusted
Budget
Actual as
of
9/30/2023
% of
budget
Adjusted
Budget
Actual as
of
9/30/2024
% of
budget
REVENUES
Taxes
Property Tax $48.0 $0.0 0% $50.2 $2.9 6%
Sales Tax 23.4 2.3 10% 23.2 1.6 7%
Transient Occupancy Tax 14.9 2.4 16% 14.5 2.7 19%
Other Tax 7.0 0.7 10% 6.7 1.1 16%
Franchise Fees 4.6 0.6 12% 6.2 0.4 6%
License and Permits
Building 13.9 3.0 22% 10.9 2.3 21%
Fire 3.0 1.0 34% 2.3 0.7 30%
Other 0.0 0.0 0% 0.0 0.0 0%
Fines & Forfeitures 0.7 0.1 13% 0.9 0.1 7%
Intergovernmental 4.2 1.7 41% 2.8 1.1 40%
Charges for Services
Planning 0.5 0.1 27% 0.4 0.5 133%
Fire 2.7 1.0 37% 3.7 0.9 24%
Parks & Recreation 3.7 0.9 24% 3.4 0.8 24%
Police 1.2 0.3 21% 1.1 0.3 31%
Other 0.0 0.0 60% 0.0 0.0 60%
Inter-Fund Admin Charge 2.0 0.5 25% 2.0 0.0 0%
Use of Money & Property 3.9 0.7 18% 4.5 0.3 6%
Other Revenues 0.3 0.0 12% 0.3 0.3 95%
Transfers In 8.7 0.5 6% 4.7 0.0 0%
TOTAL REVENUES $142.9 $15.9 11% $137.6 $15.9 12%
FY 2023-24 FY 2024-25
227
City of South San Francisco Page 8 of 13
2.Sales Tax.There is a two-month lag from when sales taxes are remitted by businesses to
the California Department of Tax and Fee Administration (CDTFA) and when the CDTFA
remits the City’s share of sales tax revenues. Given that, the City has only seen one month
of revenue data for this fiscal year. Therefore, there is not enough data to provide an update
at this time. A more actionable review will be provided as part of the mid-year report and
budget update.
3.Transient Occupancy Tax (TOT).TOT is somewhat seasonal, which is why it is good to
compare the percentage to the prior year at the end of the 1st Quarter. While the budget was
only a slight increase over the prior year, actuals at quarter end are higher this year. While
no adjustment is recommended yet, this is a good sign for a revenue source that continues
to lag post pandemic.
4.Other Taxes. Other taxes include real property transfer tax, business license tax, and
commercial parking tax. Real property transfer tax is showing no change from the prior
year. Business license tax is up $85,000 from the prior year, however, with the vast
majority of revenue anticipated in January and the business license tax ballot measure still
before the voters, this revenue forecast remains unchanged. Finally, the commercial
parking tax has increased when compared to last year. Staff will continue to monitor the
trend and will have more information during the mid-year review.
5.Licenses & Permits. & Services Charges These revenues are charged by departments for
services provided to the public. These revenues are difficult to forecast but are slightly
higher in aggregate than prior year and budget thus far. In particular, the planning
department has collected slightly higher than anticipated revenues thus far this year.
Part of Service Charges includes the interdepartmental overhead revenue charged by the
General Fund to the restricted funds. This is a budgeted amount that transferred from the
restricted funds to the General Funds on a scheduled basis.
6.Intergovernmental. This revenue source represents grants and other outside funding
sources. The budget is generally updated throughout the year as new grants are awarded to
the City.
7.Use of Money and Property. The revenue for this item comes in irregularly. If the Federal
Open Market Committee (FOMC) continues to lower the federal funds rate in response to
a cooling economy, the value of the City’s investments will continue to increase. Staff will
continue to monitor the FOMC’s actions and coordinate with our investment advisory firm
to best position the investment portfolio.
B. General Fund Expenditures –1st Quarter
228
City of South San Francisco Page 9 of 13
Payroll.Payroll represents 79% of total operational expenditures. For the City of South
San Francisco, the vast majority of payroll costs are neither seasonal nor concentrated.
Instead, it is evenly spread throughout the fiscal year. As a result, a comparison to prior
year is less informative than on the revenue side. As a result, the table below reports the
percent spent relative to the amended budget.
For FY 2024-25, the California Public Employees’ Retirement System (CalPERS) offers a
discount of 3.40% for SD\LQJ WKHthe unfunded accrued liability (UAL)LQOXPS
VXPDWWKHEHJLQQLQJRIWKHILVFDO\HDU, which represents theamortized cost of
investment gains/losses, changes in actuarial assumptions, etc. For everydeviation in
assumptions and actual results, such as the return on investment (ROI)compared to
the discount rate, mortality, and inflation, an amortization base is generatedthat
CalPERS will include in the UAL calculation. An appropriate analogy for an
amortization base is a home mortgage. In February 2018, CalPERS changed its actuarial
practices to reduce the amortization period for amortization bases from 30 years to 20
years, which reduces the amount of interest that its member agencies pay on the
amortization bases. For FY 2024-25, similar to previous years, if the City makes a lump-
sum prepayment of our annual Unfunded Accrued Liability (UAL) in JulyWKH
contributions FDQbe invested early in the fiscal year, maximizing potential
investmentreturns. The City took advantage of this discount in FY 2024-25, recording an
expenditureof $17.3 million in July 2024. The UAL cost is allocated to departments
throughout theyear, reflecting 25% of their total allocation in this first quarter.
The same approach applies to retiree health and workers' compensation expenses.
Remaining benefit expenses derive from actual payroll figures, and salary expenses reflect
actual payroll costs.
Overtime expenditures are currently higher than budgeted, with 48% of the budget already
expended. The majority of this increase is within the Fire Department, primarily due to
mutual aid responses, which will be offset by reimbursement revenues from the California
Office of Emergency Services (CalOES) and other emergency management government
entities.
In total, payroll (excluding overtime) for the General Fund is at 24% of budget following
the first quarter. This aligns with first-quarter expectations. However, many departments
developed their requested 5% reduction in expenses by freezing open positions for the first
part of this year. Therefore, this first quarter includes the hiring delays, making the percent
of budget closer.
Althoughnational unemployment remains low,it has been gradually rising in theBay Area,
potentially leading to greater employee retention amidst recent government retirements.
Overall, this fiscal year might yield lower salary savings.
Supplies and Services. This category is challenging to analyze after just one quarter of
budget expenditures in the General Fund. Currently, no budget adjustments have been
229
City of South San Francisco Page 10 of 13
made to increase expenditures; all increases have utilized outside or restricted funding.
3.Inter-Departmental.Interdepartmental expenditures directly reflect budget allocations
made by Finance throughout the year. Thus, as of September 30, 2024, expenses are at
exactly 25% of budget.
230
City of South San Francisco Page 11 of 13
Table 4: FY 2022-23 vs. FY 2023-24 Expenditures as of September 30, 2024 LQPLOOLRQV
Expenditures
Adjusted
Budget
Actual as
of
9/30/2023
% of
budget
Adjusted
Budget
Actual as
of
9/30/2024
% of
budget
City Council
Payroll 0.2 0.0 21% 0.2 0.0 23%
Supplies & Services 0.0 0.0 27% 0.1 0.0 6%
Interdepartmental Charges 0.0 0.0 25% 0.0 0.0 25%
Total 0.3 0.1 23%0.3 0.1 20%
City Clerk
Payroll 1.0 0.2 18% 1.0 0.2 21%
Supplies & Services 0.2 0.0 10% 0.2 0.0 10%
Interdepartmental Charges 0.1 0.0 25% 0.1 0.0 25%
Total 1.3 0.2 17%1.3 0.2 19%
City Treasurer
Payroll 0.0 0.0 19% 0.0 0.0 25%
Supplies & Services 0.1 0.0 22% 0.1 0.0 17%
Interdepartmental Charges 0.0 0.0 25% 0.0 0.0 25%
Total 0.1 0.0 21%0.2 0.0 18%
City Attorney
Supplies & Services 1.1 0.1 9% 1.5 0.4 26%
Interdepartmental Charges 0.0 0.0 25% 0.0 0.0 25%
Total 1.1 0.1 9%1.5 0.4 26%
City Manager
Payroll 3.2 0.5 17% 2.6 0.6 25%
Supplies & Services 1.6 0.1 7% 1.2 0.1 7%
Interdepartmental Charges 0.1 0.0 25% 0.1 0.0 25%
Total 5.0 0.7 14%3.9 0.8 19%
Finance
Payroll 3.3 0.6 17% 3.3 0.7 22%
Supplies & Services 1.0 0.0 3% 0.5 0.0 8%
Interdepartmental Charges 0.1 0.0 25% 0.1 0.0 25%
Total 4.5 0.6 14%3.9 0.8 20%
Non expense/Dept
Supplies & Services 1.4 0.0 2% 1.4 0.6 43%
Transfers 0.5 0.1 25% 0.5 0.0 0%
Total Non-Expense/Dept.1.9 0.2 8%1.9 0.6 31%
FY 2023-24 FY 2024-25
231
City of South San Francisco Page 12 of 13
Expenditures
Adjusted
Budget
Actual as
of
9/30/2023
% of
budget
Adjusted
Budget
Actual as
of
9/30/2024
% of
budget
Human Resources
Payroll 2.4 0.5 21% 2.4 0.6 26%
Supplies & Services 0.6 0.1 10% 0.3 0.1 47%
Interdepartmental Charges 0.1 0.0 25% 0.1 0.0 25%
Total 3.0 0.6 19%2.7 0.8 28%
Economic & Comm Development
Payroll 5.5 1.4 25% 6.1 1.5 24%
Supplies & Services 6.5 0.7 11% 2.4 0.4 15%
Capital Outlay 0.1 0.0 0% 0.0 0.0 0%
Interdepartmental Charges 0.4 0.1 25% 0.4 0.1 25%
Total 12.4 2.2 17%8.9 1.9 22%
Fire
Payroll 28.2 7.7 27% 30.8 7.9 26%
Supplies & Services 2.8 0.4 14% 3.4 0.2 7%
Capital Outlay 0.4 0.0 0% 0.0 0.0 0%
Interdepartmental Charges 2.3 0.6 25% 2.3 0.6 25%
Total 33.6 8.6 26%36.5 8.7 24%
Police
Payroll 32.4 7.8 24% 33.2 7.9 24%
Supplies & Services 1.8 0.3 19% 2.4 0.4 16%
Interdepartmental Charges 2.6 0.7 25% 2.6 0.7 25%
Total 36.8 8.9 24%38.3 8.9 23%
Public Works
Payroll 4.8 1.1 24% 5.4 1.3 24%
Supplies & Services 7.0 0.6 9% 3.9 0.5 12%
Capital Outlay 0.3 0.0 0% 0.0 0.0 0%
Interdepartmental Charges 1.8 0.4 25% 1.8 0.4 25%
Total 13.8 2.2 16%11.1 2.2 20%
Library
Payroll 6.4 1.4 21% 7.3 1.6 22%
Supplies & Services 1.1 0.3 29% 0.8 0.4 44%
Interdepartmental Charges 0.7 0.2 25% 0.7 0.2 25%
Total 8.2 1.8 23%8.9 2.1 24%
Parks and Recreation
Payroll 19.2 4.0 21% 21.1 4.6 22%
Supplies & Services 6.6 1.0 15% 4.0 1.0 26%
Capital Outlay 0.1 0.0 50% 0.0 0.0 0%
Interdepartmental Charges 1.3 0.3 25% 1.3 0.3 25%
Total 27.1 5.3 19%26.4 6.0 23%
CIP
Transfers 4.4 0.0 0% 0.0 0.0 0%
Total 4.4 0.0 0% 0.0 0.0 0%
Total General Fund Expenditures $153.7 $31.4 20% $145.6 $33.5 23%
FY 2023-24 FY 2024-25
232
City of South San Francisco Page 13 of 13
Conclusion
The City’s stronger-than-anticipated financial performance at the close of FY 2023-24 has resulted
in an additional $13.8 million in unassigned General Fund reserves, presenting a valuable
opportunity for strategic financial planning. Staff propose setting aside $8 million of this surplus
to establish a Budget Stabilization Reserve, which would provide a safeguard against future
revenue shortfalls, thereby enhancing the City's ability to manage economic uncertainties.
In addition to the Budget Stabilization Reserve, staff presents to the City Council with a range of
options to consider,which include bolsteringthePension Stabilization Reserve, helping to mitigate
the long-term cost of pension obligations; other potential uses include addressing the City's
Workers' Compensation Fund liabilities, which would improve the City’s ability to manage risk
and employee-related costs, or supporting the City’s Vehicle Replacement Program, ensuring that
critical municipal services continue to operate efficiently with up-to-date resources.
City Council's feedback on these proposed allocations is essential in shaping the City's financial
strategy moving forward. Based on this input, staff will return with an updated Reserve Policy that
formalizes these decisions and ensures that the City's reserves are positioned to both protect against
economic fluctuations and address long-term financial obligations. This comprehensive approach
will support the City's fiscal resilience and ability to meet ongoing community needs.
The FY 2024-25 First Quarter Financial Report reflects a stable and positive financial position for
the City, though the structural deficit remains. Revenues, including property tax, transient
occupancy tax (TOT), and sales tax, are performing well, with license and permit revenues
exceeding expectations due to increased development activity. On the expenditure side, payroll is
generally on track, though higher overtime costs in the Fire Department will be offset by mutual
aid reimbursement revenues. The City's overall financial health remains sound. Staff will continue
to monitor these trends closely and provide a more comprehensive update during the mid-year
review, ensuring that any necessary adjustments are made to maintain fiscal stability.
Information Technology*
Payroll 2.3 0.5 20% 2.2 0.5 25%
Supplies & Services 2.7 0.4 14% 2.0 0.3 16%
Interdepartmental Charges 0.0 0.0 25% 0.0 0.0 25%
Total 5.0 0.9 17% 4.3 0.9 20%
* Non-General Fund: budgeted as internal service fund in Fund 785
233
FY 2023-24
Preliminary Year End
FY 2024-25 Q1
Financial Review
Presentation to City Council
Karen Chang, Director of Finance
OCTOBER 23, 2024 234
' E
ϭ FY 2023-24 Financial Update
(Year End)
Ϯ Reserve Status and Plan
ϯ FY 2024-25 Financial Update
(1st Quarter)
ϰ Q&A
22235
General Fund Summary- FY 2023-24 ($ Millions)
3
Description Actual
Revenues $155.0
Expenditures (140.8)
Surplus $ 14.2
ϭFY 2023-24 Year End
236
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4
ϭFY 2023-24 Year End
Property
Tax
• $7 M
• RDA & ERAF
• County
License &
Permit
• $1.5 M
• Fire & Building
Use of $
• $2.5 M
• High-interest rate
environment
237
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5
ϭ
Propertyy Tax
36%
Saless Tax
15%
Transientt
Occupancyy
Tax
10%
Otherr Tax
5%
Franchisee Fees
4%
Licensee andd Permits
9%
Finess && Forfeitures
0%
Intergovernmental
4%
Chargess forr Services
8%
Usee off Moneyy && Property
5%
Otherr Revenues
0%
Transferss In
4%
FY 2023-24 Year End
238
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6
REVENUES FY 2022-23 FY2023-24
(in millions)Budget Actuals
as of 6/30
Percentage
of Budget
Budget Actuals
as of 6/30
Percentage
of Budget
Property Tax $45.8 $54.0 118% $49.3 $56.4 114%
Sales Tax 22.4 21.7 97% 22.0 23.6 107%
TOT 14.2 16.4 115% 14.0 14.9 106%
Licenses & Permits 19.4 20.5 106% 12.5 14.0 112%
Intergovernmental 4.3 3.6 84% 7.8 6.5 83%
Service Charges 8.3 11.7 141% 11.6 13.0 112%
All Other Revenues 16.7 14.0 84% 16.6 20.3 122%
Transfers In 6.2 5.3 85% 9.0 6.3 70%
TOTAL $137.3 $147.2 107%$142.8 $155.0 109%
ϭFY 2023-24 Year End
239
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7
Expenditures FY 2022-23 FY2023-24
(in millions)Budget Actuals
as of 6/30
Enc / Proj
Carryover
% of
Budget
Budget Actuals
as of 6/30
Enc / Proj
Carryover
% of
Budget
Payroll $100.2 $103.5 103%$106.8 $106.1 99%
Supplies & Services 31.0 27.0 8.7 115%35.4 23.0 7.8 87%
Capital Outlay 0.8 0.2 25%0.9 0.2 22%
InterDept Charges 7.4 8.1 109%9.5 10.2 107%
Transfers 4.5 1.4 3.8 115%4.9 1.2 3.9 104%
TOTAL $143.9 $140.2 $12.5 106%$157.5 $140.7 $11.7 97%
ϭFY 2023-24 Year End
240
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8
ϭ
-$5 M
$0 M
$5 M
$10 M
$15 M
$20 M
$25 M
$30 M
$35 M
$40 M
Actual Encumbrance Capital Carryforward Budget Remaining
FY 2023-24 Year End
241
GF Fund Balances (As of June 30, 2024) (millions)
2Reserve Status and Plan
9
Beginning Fund Balance 7-1-2024 $71.7
Revenues 155.0
Expenditures (140.7)
Total Fund Balance as of 6-30-2024 $86.0
Designated for Encumbrances (7.8)
Designated for Capital Projects (3.9)
Designated for ERP Replacement (6.0)
Designated for Land Held for Development (3.8)
General Fund Reserves (20% of Revenue)(29.7)
Unassigned General Fund Balance 6-30-24 $34.8
242
City Reserves (As of June 30, 2024) (millions)
2Reserve Status and Plan
10
General Fund Reserves (20%)$29.7
Pension Stabilization Reserves 5.8
Infrastructure Reserves 6.7
Total Reserves $43.6
Available Unassigned GF Fund Balance 34.8
Combined Reserves & Surplus Fund Balance $77.1
FY 2022-23
Unassigned
• $21 M
FY 2023-24
Unassigned
• $34.8 M
Increase
• $13.8 M
243
ZĞĐŽŵŵĞŶĚĞĚKƉƚŝŽŶƐĨŽƌ'ĞŶĞƌĂů&ƵŶĚ^ƵƌƉůƵƐ
Setting aside $8 million to offset the City’s project deficit for FY 2024-25
Allocating $2 million to the Pension Stabilization Reserve
Allocating $1 million to address increasing legal liabilities in the Workers'
Compensation Fund
Allocating $1.6 million to support the Vehicle Replacement Program
Using a portion to relieve the Measure W share of the deficit burden
2Reserve Status and Plan
244
&zϮϬϮϰͲϮϱYϭ&ŝŶĂŶĐŝĂů
hƉĚĂƚĞ
TThroughh Septemberr 30,, 2024
245
&zϮϬϮϰͲϮϱ'ĞŶĞƌĂů&ƵŶĚZĞǀĞŶƵĞƐ
1
3
REVENUES FY 2023-24 FY2024-25
(in millions)Adjusted
Budget
Actuals
as of 9/30
% of
Budget
Adjusted
Budget
Actuals
as of 9/30
% of
Budget
Property Tax $48.0 $0.0 0%$50.2 $2.9 6%
Sales Tax 23.4 2.3 10%23.2 1.6 7%
TOT 14.9 2.4 16%14.5 2.7 19%
Licenses & Permits 16.9 4.1 24%13.2 3.0 23%
Intergovernmental 4.2 1.7 41%2.8 1.1 40%
Service Charges 8.2 2.3 28%8.5 2.6 30%
All Other Revenues 18.5 2.6 14%20.5 2.0 10%
Transfers In 8.7 0.5 6%4.7 0.0 0%
TOTAL $142.9 $15.9 11%$137.6 $15.9 12%
ϯFY 2024-25 Q1
246
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1
4
ϯFY 2024-25 Q1
Expenditures FY 2023-24 FY2024-25
(in millions)Adjusted
Budget
Actuals
as of 9/30
% of
Budget
Adjusted
Budget
Actuals
as of 9/30
%of
Budget
Payroll 106.5 25.2 24%113.4 27.0 24%
Supplies & Services 31.9 3.7 12%22.2 4.1 18%
Capital Outlay 0.9 0.0 5%0.0 0.0 0%
InterDept Charges 9.5 2.4 25%9.5 2.4 25%
Transfers 4.9 0.1 3%0.5 0.0 0%
TOTAL $153.7 $31.4 20%$145.6 $33.5 23%
247
Yh ^d/KE^͍
4Q&A
15248
FY 2023-24
Preliminary Year End
FY 2024-25 Q1
Financial Review
Presentation to City Council
Karen Chang, Director of Finance
OCTOBER 23, 2024
*RYHUQPHQW&RGH
6HFWLRQ 6%
,WHP$JHQGD
5(*&&
,WHP
249
AGENDA
1 FY 2023-24 Financial Update
(Year End)
2 Reserve Status and Plan
3 FY 2024-25 Financial Update
(1st Quarter)
4 Q&A
22250
General Fund Summary- FY 2023-24 ($ Millions)
3
Description Actual
Revenues $155.0
Expenditures (140.8)
Surplus $14.2
1FY 2023-24 Year End
251
FY 2023-24 GF Budget review
4
1FY 2023-24 Year End
Date Event
June 2023 Adopted Budget $140.2 million
•Included a 1x $5M from American Rescue Plan Act (ARPA)
•$3M attrition – GF
February 2024 Mid Year Update (Projected Deficit $2M)
June 2024 Year End Projection (Surplus $3.1M)
October 2024 Year End Projection (Surplus $14.2M)
252
FY 2023-24 General Fund Revenues
5
1FY 2023-24 Year End
License & Permit
•$1.5 million
•Fire & Building
Property Tax
•$7 million
•RDA & ERAF
•County
Investment
Earnings
•$2.5 million
•High-Interest
Rate
Environment
253
FY 2023-24 General Fund Expenditures
6
1FY 2023-24 Year End
Deferred Spending
•$11.7 million
•P.O. Rollovers
•CIP
Attrition
•$3 million
•Citywide GF
254
FY 2023-24 General Fund Revenues by Source
7
1
Property Tax
36%
Sales Tax
15%
Transient
Occupancy
Tax
10%
Other Tax
5%
Franchise Fees
4%
License and Permits
9%
Fines & Forfeitures
0%
Intergovernmental
4%
Charges for Services
8%
Use of Money & Property
5%
Other Revenues
0%
Transfers In
4%
FY 2023-24 Year End
255
FY 2023-24 General Fund Revenues
8
REVENUES FY 2022-23 FY2023-24
(in millions)Adjusted
Budget
Actuals
as of 6/30
Percentage
of Budget
Adjusted
Budget
Actuals
as of 6/30
Percentage
of Budget
Property Tax $45.8 $54.0 118% $49.3 $56.4 114%
Sales Tax 22.4 21.7 97% 22.0 23.6 107%
TOT 14.2 16.4 115% 14.0 14.9 106%
Licenses & Permits 19.4 20.5 106% 12.5 14.0 112%
Intergovernmental
(Grants)4.3 3.6 84% 7.8 6.5 83%
Service Charges 8.3 11.7 141% 11.6 13.0 112%
All Other Revenues 16.7 14.0 84% 16.6 20.3 122%
Transfers In*6.2 5.3 85% 9.0 6.3 70%
TOTAL $137.3 $147.2 107% $142.8 $155.0 109%
1FY 2023-24 Year End
* Includes $5.0 million from American Rescue Plan Act (ARPA)256
FY 2023-24 General Fund Expenditures
9
Expenditures FY 2022-23 FY2023-24
(in millions)Adjusted
Budget
Actuals
as of 6/30
Enc / Proj
Carryover
% of
Budget
Spent
Adjusted
Budget
Actuals
as of 6/30
Enc / Proj
Carryover
% of
Budget
Spent
Payroll $100.2 $103.5 103% $106.8 $106.1 99%
Supplies & Services 31.0 27.0 8.7 115% 35.4 23.0 7.8 87%
Capital Outlay 0.8 0.2 25%0.9 0.2 22%
InterDept Charges 7.4 8.1 109%9.5 10.2 107%
Transfers 4.5 1.4 3.8 115% 4.9 1.2 3.9 104%
TOTAL $143.9 $140.2 $12.5 106% $157.5 $140.7 $11.7 97%
1FY 2023-24 Year End
257
FY 2023-24 GF Expenditures by Department
10
1
-$5 M
$0 M
$5 M
$10 M
$15 M
$20 M
$25 M
$30 M
$35 M
$40 M
Actual Encumbrance Capital Carryforward Budget Remaining
FY 2023-24 Year End
258
Recap of GF FY 2023-24 Surplus
11
1FY 2023-24 Year End
Revenue
• Higher than expected revenues ($12.2 M)
• actual included leverage of the 1x ARPA Fund
($5M)
Expenditure
• Attrition savings ($3M)
• Actual excluded deferred expenditures ($11.7M)
259
GF Fund Balances (As of June 30, 2024) (millions)
2Reserve Status and Plan
12
Beginning Fund Balance 7-1-2023 $71.7
Revenues 155.0
Expenditures (140.7)
Total Fund Balance as of 6-30-2024 $86.0
Designated for Encumbrances (7.8)
Designated for Capital Projects (3.9)
Designated for ERP Replacement (6.0)
Designated for Land Held for Development (3.8)
General Fund Reserves (20% of Revenue)(29.7)
Unassigned General Fund Balance 6-30-24 $34.8
260
City Reserves (As of June 30, 2024) (millions)
2Reserve Status and Plan
13
General Fund Reserves (20%) $29.7
Pension Stabilization Reserves 5.8
Infrastructure Reserves 6.7
Total Reserves $42.2
Available Unassigned GF Fund Balance 34.8
Combined Reserves & Surplus Fund Balance $77.0
FY 2022-23
Unassigned
•$21 M
FY 2023-24
Unassigned
• $34.8 M
Increase
• $13.8 M
261
Reserve Funds Balances FY 2019-2025
2Reserve Status and Plan
14
Description FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 YE
FY 2025
Budget
General Fund Reserve (20%) $24.4 $24.1 $21.9 $25.4 $28.5 $29.7 $29.7
Infrastructure Reserve 0.7 12.2 11.9 18.0 8.2 6.7 4.9
Pension Stabilization Reserve 5.5 5.5 5.5 5.5 5.6 5.8 5.8
Unappropriated GF Balance 11.1 17.0 17.9 12.3 21.0 34.8 26.8
Reserves Fund Balance $41.7 $58.7 $57.2 $61.3 $63.3 $77.0 $67.2
262
Priority Recommendation for GF Surplus ($14 M)
Setting aside $8 million to offset the City’s projected deficit for FY 2024-25
Using a portion to relieve the Measure W share of the deficit burden
Allocating $2 million to the Pension Stabilization Reserve
Allocating $1 million to address increasing legal liabilities in the Workers'
Compensation Fund
Allocating $1.6 million to support the Vehicle Replacement Program
2Reserve Status and Plan
1A
1B
2
3
4
15263
FY 2024-25 Q1 Financial
Update
TThroughh Septemberr 30,, 2024
264
Timeline
17
3FY 2024-25 Q1
Date Event
October 2024 Q1 FY 2024-25 Financial Update
January /
February 2025 Q2 FY 2024-25 Financial Update (Mid Year)
April 2025 Q3 FY 2024-25 Financial Update
May / June 2025 FY 2025-26 Proposed Budget
October 2025 Q4 FY 2024-25 Results
265
FY 2024-25 General Fund Revenues
18
REVENUES FY 2023-24 FY2024-25
(in millions)Adjusted
Budget
Actuals
as of 9/30
% of Rev
Received
Adjusted
Budget
Actuals
as of 9/30
% of Rev
Received
Property Tax $48.0 $0.0 0% $50.2 $2.9 6%
Sales Tax 23.4 2.3 10% 23.2 1.6 7%
TOT 14.9 2.4 16% 14.5 2.7 19%
Licenses & Permits 16.9 4.1 24% 13.2 3.0 23%
Intergovernmental
(Grants)4.2 1.7 41% 2.8 1.1 40%
Service Charges 8.2 2.3 28% 8.5 2.6 30%
All Other Revenues 18.5 2.6 14% 20.5 2.0 10%
Transfers In 8.7 0.5 6% 4.7 0.0 0%
TOTAL $142.9 $15.9 11% $137.6 $15.9 12%
3FY 2024-25 Q1
266
FY 2024-25 General Fund Expenditures
19
3FY 2024-25 Q1
Expenditures FY 2023-24 FY2024-25
(in millions)Adjusted
Budget
Actuals
as of 9/30
% of
Budget
Spent
Adjusted
Budget
Actuals
as of 9/30
% of
Budget
Spent
Payroll 106.5 25.2 24% 113.4 27.0 24%
Supplies & Services 31.9 3.7 12% 22.2 4.1 18%
Capital Outlay 0.9 0.0 5% 0.0 0.0 0%
InterDept Charges 9.5 2.4 25% 9.5 2.4 25%
Transfers 4.9 0.1 3% 0.5 0.0 0%
TOTAL $153.7 $31.4 20% $145.6 $33.5 23%
267
QUESTIONS?
4Q&A
20268
City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-950 Agenda Date:10/23/2024
Version:1 Item #:9.
Report on Intersection Daylighting Plan, including a guide for enhancing new parking restrictions established
by Assembly Bill No. 413.(John Wilson, Associate Civil Engineer)
RECOMMENDATION
Staff recommends that City Council provides feedback on the proposed Intersection Daylighting Plan for
enhancing the new parking restrictions established by Assembly Bill No. 413.
BACKGROUND/DISCUSSION
Pedestrian safety remains a top priority for the City of South San Francisco. In 2022, the City Council adopted
the Active South City Bicycle and Pedestrian Master Plan, which underscores the need for improved street
crossings to reduce collisions involving vulnerable road users. According to the Plan, drivers failing to yield to
pedestrians account for approximately 60% of pedestrian-involved collisions in the City. Improving visibility at
intersections is a proven method for reducing these incidents.
To improve pedestrian safety, California passed a new law (AB 413) in 2023 that prohibits parking within 20
feet of crosswalks. This practice, known as "daylighting”, removes visual obstructions like parked cars to help
drivers and pedestrians see each other better.
While the law was passed in 2023, drivers will only receive warnings for violations until January 1, 2025,
unless the no-parking zone is clearly marked with paint or a sign. After January 1, 2025, citations will be issued
to any vehicle violating the 20-foot rule, regardless of red curb or signage.
Staff requests City Council’s direction on how to implement California's new "daylighting" law (AB 413),
which prohibits parking within 20 feet of the approach of crosswalks. Here are three options:
1. Do Nothing: The law is already enforceable without any additional signs or markings.
2. Prioritize Key Areas:Add signs or paint red curbs in areas where increased visibility is most critical, such
as:
High-injury corridors (identified in the City's Active South City Bicycle and Pedestrian Master Plan)
Streets with heavy pedestrian traffic
Commercial districts
Areas near schools, senior centers, medical buildings, and other places with many pedestrians
3. Full Implementation: Add signs or paint red curbs at all intersections to clearly indicate the no-parking
zones.
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Other nearby cities have begun implementing daylighting plans similar to option 2. For instance:
The City of San Francisco committed to daylighting all intersections within its High Injury Network, a
collection of streets that account for 75% of severe and fatal crashes. This initiative led to a 14%
reduction in collisions and increased pedestrian safety, with 50% of residents reporting feeling safer.
The City of San Bruno has also started marking daylighting zones on its high-injury network, setting an
example for regional collaboration on traffic safety.
The City of South San Francisco aims to integrate daylighting into its Vision Zero efforts to systematically
eliminate traffic fatalities and serious injuries. Regardless of how the City chooses to implement the new law,
staff will educate the public about the changes and how they will be enforced.
FISCAL IMPACT
The costs associated with implementing this plan will be realized incrementally and can be integrated into
existing and future infrastructure projects. For example, curb marking for daylighting can be included in the
pavement marking restorations of the City's annual pavement rehabilitation projects.
The anticipated total costs for red curb marking to enhance the parking prohibitions required by Assembly Bill
413 at all City intersections (option 3) are estimated at $1,134,000. The estimated annual cost for operation and
maintenance of these markings is approximately $83,000.
Staff may also consider proposing a dedicated project during the next budget cycle to expedite daylighting for
either option 2 or 3.
There is no immediate fiscal impact on the fiscal year (FY) 2024-25 budget, as these efforts will be integrated
with future planned projects.
RELATIONSHIP TO STRATEGIC PLAN
Approval of this action will contribute to the City’s Strategic Plan outcome of improved Quality of Life by
maintaining and improving infrastructure to serve the public.
CONCLUSION
Staff recommends that City Council provides feedback on the proposed Intersection Daylighting Plan and the
staff-developed guide for enhancing the new parking restrictions established by Assembly Bill No. 413.
Attachments:
1 DRAFT SSF Daylighting Guide
2 Presentation
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CITY COUNCIL 2024
JAMES COLEMAN, MAYOR (DIST. 4)
EDDIE FLORES, VICE MAYOR (DIST. 5)
MARK ADDIEGO, MEMBER (DIST. 1)
FLOR NICOLAS, MEMBER (DIST. 3)
MARK NAGALES, MEMBER (DIST. 2)
SHARON RANALS, CITY MANAGER
OFFICE OF
THE CITY ENGINEER
PHONE (650) 829-6652
FAX (650) 829-6689
'ƵŝĚĞĨŽƌWĂƌŬŝŶŐZĞƐƚƌŝĐƚŝŽŶ
ŶŚĂŶĐĞŵĞŶƚƐĂƚƌŽƐƐǁĂůŬƐ
Effective Date
October 4, 2024
Subject
Vision clearance guidelines at approaches to crosswalks.
Purpose
To improve safety for all modes at street intersections and crossings by establishing
guidelines for vision clearance and on-street parking setbacks from crosswalks.
Figure 1: Example of how setting back parking from crosswalks can improve visibility. (Jose, 2015)
Background
The “Daylighting” bill, Assembly Bill 413, approved on October 10, 2023, modifies
California Vehicle Code section 22500 to prohibit stopping, standing, or parking of a
vehicle within 20 feet of the vehicle approach side of any unmarked or marked crosswalk
or 15 feet of any crosswalk where a curb extension is present, apart from bicycles or
motorized scooters. The bill allows violations to be issued for any unsigned or unmarked
locations after January 1, 2025.
271
CITY COUNCIL 2024
JAMES COLEMAN, MAYOR (DIST. 4)
EDDIE FLORES, VICE MAYOR (DIST. 5)
MARK ADDIEGO, MEMBER (DIST. 1)
FLOR NICOLAS, MEMBER (DIST. 3)
MARK NAGALES, MEMBER (DIST. 2)
SHARON RANALS, CITY MANAGER
OFFICE OF
THE CITY ENGINEER
PHONE (650) 829-6652
FAX (650) 829-6689
Revision 8 of the 2014 edition of the California MUTCD provides an example of parking
space markings in Figure 3B-21(CA) showing 20ft minimum parking setbacks from all
crosswalks, and 30ft minimum setbacks on the approach to crosswalks at signalized
intersections.
Uniform Vehicle Code 1-118 11-1003(a)(D) also prohibits parking within 30 feet of any
flashing signal, stop sign, yield sign or traffic-control signal.
California Vehicle Code section 257 defines crosswalks as either marked or unmarked
locations across the roadway within the extension of the adjacent sidewalks except at
alleys or prohibited with signs.
Figure 2: Representation of new California Vehicle Code regarding parking near crosswalks. (SFMTA, 2021)
272
CITY COUNCIL 2024
JAMES COLEMAN, MAYOR (DIST. 4)
EDDIE FLORES, VICE MAYOR (DIST. 5)
MARK ADDIEGO, MEMBER (DIST. 1)
FLOR NICOLAS, MEMBER (DIST. 3)
MARK NAGALES, MEMBER (DIST. 2)
SHARON RANALS, CITY MANAGER
OFFICE OF
THE CITY ENGINEER
PHONE (650) 829-6652
FAX (650) 829-6689
Guidance
Where a parking lane exists, emphasize a parking prohibition with regulatory signs or red
painted curb zones. Typically, this will include painting the curb red within 20ft of the
vehicle approach side of any crosswalk.
Along streets with a speed limit of 30mph or higher, consider increasing the parking
prohibition to a length in feet equal to the speed in miles per hour, as drivers require more
space to see crossing pedestrian.
At crossings with signalized intersections, yellow school crosswalks, and at crossings with
rapid flashing beacons, consider increasing the parking prohibition to 30 feet to provide
greater visibility at these high-use pedestrian locations.
When a crosswalk is present, measure from the edge of the crosswalk, as illustrated in
Figure 3. If there is no crosswalk but a stop bar is present, measure from the stop bar. If
neither a crosswalk nor a stop bar exists, measure from a point 10 feet behind an
imaginary line connecting the curbs of the crossing street, as shown in Figure 4. Do not
mark curb within driveways, curb ramps, or marked crosswalks.
Daylighting zones may be used for bicycle and motorized scooter parking. Bus stops may
be in daylighting zones. Curb extensions and transit bulb-outs increase the overall
visibility of pedestrians and replace the space where cars would normally park, and thus
do not require traffic control devices to prohibit parking.
The traffic engineer may determine that parking should be removed for a greater distance
on the approach to crosswalks as needed due to geometric conditions or on higher speed
roadways.
273
CITY COUNCIL 2024
JAMES COLEMAN, MAYOR (DIST. 4)
EDDIE FLORES, VICE MAYOR (DIST. 5)
MARK ADDIEGO, MEMBER (DIST. 1)
FLOR NICOLAS, MEMBER (DIST. 3)
MARK NAGALES, MEMBER (DIST. 2)
SHARON RANALS, CITY MANAGER
OFFICE OF
THE CITY ENGINEER
PHONE (650) 829-6652
FAX (650) 829-6689
Figure 3: Examples of parking restriction enhancements at marked crosswalks.
Figure 4: Examples of parking restriction enhancement at unmarked crosswalks.
274
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291
City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-1032 Agenda Date:10/23/2024
Version:1 Item #:10.
Report regarding a resolution approving Budget Amendment Number 25.024 and authorizing the City’s acquisition of the
Below Market Rate (BMR) unit at 2230 Gellert Boulevard, Unit 3209 (APN 104540190). (Elia Moreno, Housing
Management Analyst I)
RECOMMENDATION
Staff recommend that City Council adopt a resolution approving Budget Amendment Number 25.024 and
authorizing the City’s acquisition of the Below Market Rate (BMR) housing unit located at 2230 Gellert
Boulevard, Unit 3209 (APN 104540190) using the City’s Commercial Linkage Fee Fund (Fund 823).
BACKGROUND
The City’s Inclusionary Housing Ordinance (Municipal Code Chapter 20.380) creates Below Market Rate (BMR)
housing units within both ownership and rental developments. This ordinance serves to increase the amount of housing
affordable to low and moderate-income households in South San Francisco. When for-sale BMR units are newly
constructed and undergo their initial sale, each unit’s initial sale price is calculated based on a complex formula.
Specifically, this initial pricing process takes into account the Area Median Income (AMI) level the unit is targeted at, the
current interest rate expected on a 30-year, fixed-rate mortgage, a 5% to 10% down payment, private mortgage insurance
rates, homeowners’ insurance, and homeowners’ association dues. When BMR units are resold, the sale price is calculated
much more simply and intended to provide the seller with some modest equity earnings. In the case of resales, the new
sales price is indexed to the change in AMI since the unit was last sold.
The City controls the resale price and resale procedures of for-sale BMR units through resale restriction agreements and
rights of first refusal, documents which are executed between the BMR owner and the City and recorded against the
property. These documents give the City opportunities to buy the unit upon the owner’s intention to sell the unit or to
assign that right of first refusal to a new income-qualified buyer. This ensures the unit remains affordable for future
households, preserving the City’s diverse affordable housing stock. The City has approximately 100 for-sale BMR units
located throughout the City and normally between 5 and 10 are refinanced or resold each year. In the instance of nearly
all resales, the City assigns its right of first refusal to purchase the unit to an income-qualified buyer identified through a
marketing, application, and lottery process facilitated by the seller and their agent and supervised by the City and its
consultants.
DISCUSSION
On May 31, 2024, the City received a Notice of Intent to Sell from the owner of the BMR unit located at 2230 Gellert
Boulevard, Unit 3209, in South San Francisco for the resale amount of $676,781. The resale restrictions typically include
a period of time that the owner must attempt to sell a BMR to an income-qualified buyer, after which, either the City must
purchase it or the owner may sell it to any buyer at market rate, removing BMR limitations. For this specific unit, the
owner was required to market the property for a 21-day period. The owner agreed to extend the marketing for an
additional 21-day period, but, unfortunately, no eligible applications were received.
To take action to intervene to prevent the market rate sale of the unit, staff recommend executing the City’s right to
purchase and taking title of the unit. Staff are requesting that the City Council authorize the use of Commercial Linkage
Fee Funds (Fund 823) to purchase the unit. Once purchased, the property will be placed back on the market with Council
having the authority to market to the affordability level of their choice.
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Executing the City’s purchasing right of this unit and preserving its status in the BMR program assists in promoting
affordable housing within the City. The loss of BMR units eliminates affordable housing opportunities for low- to
moderate- income residents, and we hope to do all we can to continue to make affordable housing available to residents.
On January 10, 2024, staff requested approval from City Council for a similar scenario. Approval of the acquisition of the
property allowed staff to preserve the status of the unit in the City’s BMR program. A total of seven (7) applications were
received from pre-qualified applicants, and the City was able to successfully close escrow with an eligible buyer in early
October 2024. The new property owners are first-time homeowners and are employed within South San Francisco.
Proceeds from the resale have been received and replenished back into Fund 823.
FISCAL IMPACT
The Commercial Linkage Fee Fund (Fund 823) has an available fund balance of $13 million for this transaction of
$676,781. This Fund will be used to pay all costs related to the preservation and resale of the subject property, which
include acquisition of the property and HOA fees. The proceeds from the resale will be replenished back into Fund 823.
CONCLUSION
Staff recommend that City Council adopt the accompanying resolution, approving Budget Amendment Number 25.024
and authorizing the City’s acquisition of the Below Market Rate (BMR) housing unit located at 2230 Gellert Boulevard,
Unit 3209 (APN 104540190) using the City’s Commercial Linkage Fee Fund (Fund 823).
City of South San Francisco Printed on 10/18/2024Page 2 of 2
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City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-1033 Agenda Date:10/23/2024
Version:1 Item #:10a.
Resolution approving Budget Amendment Number 25.024 and authorizing the City’s acquisition of the Below Market
Rate (BMR) unit at 2230 Gellert Boulevard, Unit 3209 (APN 104540190).
WHEREAS, the City’s Inclusionary Housing Ordinance (Municipal Code Chapter 20.380) creates Below Market Rate
(BMR) housing within both ownership and rental developments; and
WHEREAS, on May 31, 2024, the City received a Notice of Intent to Sell from the owner of the BMR unit located at
2230 Gellert Boulevard, Unit 3209; and
WHEREAS, the unit was posted on Multiple Listing Service (MLS) and the City’s website on September 4, 2024, with
the affordability restriction set to 80% Area Median Income (AMI) and has received no qualifying applicants for
purchase; and
WHEREAS, the timeline for the City to assign its right of first refusal is set to expire shortly, after which the BMR owner
can sell the property to any buyer, removing the BMR resale restriction agreements; and
WHEREAS, to avoid the loss of this affordable housing unit, the City will immediately exercise its option to purchase the
unit using Commercial Linkage Fees (Fund 823); and
WHEREAS, once acquired, the City can determine the appropriate income level at which to market the unit for resale.
NOW, THEREFORE, BE IT RESOLVED by the City Council of South San Francisco that it hereby:
1. Authorizes the City Manager or their designee to exercise the City’s option to acquire the BMR unit.
2. Approves Budget Amendment Number 25.024 appropriating funds from the City’s Commercial Linkage Fee
Fund (Fund 823) to acquire the BMR unit.
3. Authorizes the City Manager or their designee to execute all agreements, sign all documents, make all approvals,
and take all actions necessary or appropriate to carry out and implement the intent of this Resolution, subject to
approval as to form by the City Attorney.
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File #:24-1033 Agenda Date:10/23/2024
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*****
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City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-996 Agenda Date:10/23/2024
Version:1 Item #:11.
Report regarding a resolution approving the purchase of an advanced life support ambulance, authorizing the
City Manager to enter into a purchase agreement with Braun Northwest for the construction and purchase in the
amount of $423,403.18, approving the purchase of tools and equipment in the amount of $55,000, and
approving the use of $478,403.18 of Vehicle Replacement Funds, for a total not to exceed amount of
$478,403.18. (Richard Walls, EMS Battalion Chief)
RECOMMENDATION
It is recommended that the City Council adopt a resolution approving the purchase of an advanced life support
ambulance, authorizing the City Manager to enter into a purchase agreement with Braun Northwest for the
construction and purchase in the amount of $423,403.18, approving the purchase of tools and equipment in the
amount of $55,000, and approving the use of $478,403.18 of Vehicle Replacement Funds, for a total not to
exceed amount of $478,403.18.
BACKGROUND/DISCUSSION
In May of 2023, the City Council of South San Francisco approved a request to purchase two ambulances for a
total cost of $910,573.51, including $110,000 in tools and equipment, funded primarily through the Vehicle
Replacement Fund. Prior to that action, South San Francisco Fire Department (SSFFD) staff completed an
exhaustive search of ambulance builders, ultimately identifying Braun Northwest for the design and build of
two new ambulances. Prior to this purchase, the Fire Department last received the delivery of an ALS
ambulance in 2016. Due to supply chain constraints, the normal vehicle replacement schedule had been
significantly delayed effecting the delivery of the two ambulances approved for purchase in 2023. Fire staff is
now presenting the Council with a proposal for a third new ambulance. This ambulance will replace our last
ALS ambulance, known as vehicle 505 - a 2016 Freightliner. This purchase presented before you tonight will
put the fire ambulance fleet back on the approved replacement cycle so that all vehicles are in reliable condition
and within the recommended service life span, which reduce on-going repair costs.
Braun Northwest is the builder for some of the largest transporting agencies in the United States, including Los
Angeles Fire Department, and more locally, Berkeley Fire Department. The design used by SSFFD staff
incorporates enhancements observed in Henderson, Nevada, Austin, Texas, and Berkeley, California to
incorporate current industry safety standards. Some features that we look forward to welcoming are a closed
loop camera system, a work-station type design that allows the paramedic/attendant to be safely seat belted
while providing care, and an enhanced HVAC system that includes a dynamic built-in infection control system
that sanitizes air using UV lighting when activated.
The American vehicle market is starting to catch up to the remarkable delays observed during the COVID-19
pandemic, resulting in a shift of delays now to the manufacturers. As truck chassis start becoming available, we
are now enduring backlog delays at the builders of both fire apparatus and ambulances, presently resulting in a
build time of 530-580 days for this ambulance.
As mentioned, the specification used to design the two ambulances approved by Council in May of 2023 will
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File #:24-996 Agenda Date:10/23/2024
Version:1 Item #:11.
be identical to this vehicle, except for the chassis. The vehicles approved previously were designed and are
being built on a RAM 4500 chassis, however this requested vehicle is on a Ford F450 chassis. Fire staff desired
to stay with the RAM chassis, but an emissions dispute between Stellantis, the manufacturer of RAM trucks
and the state of California have made RAM diesel chassis unavailable for the foreseeable future. After
conferring with Corporation Yard staff, Fire staff selected the Ford chassis as we have several similar vehicles
that are mechanically reliable. Should the RAM chassis become available prior to the build, Fire staff will
confer with city mechanic staff and make a determination based on currently available information.
As part of the purchasing process, the City is again utilizing the HGAC-Buy (HGAC) program, which is the
Houston-Galveston Area Council. HGAC is a Cooperative Purchasing Program which assists local
governments in reducing costs through government-to-government procurement services. It is a program that is
available to local government entities and qualifying non-profit corporations. As a unit of local government, it
assists other local governments with procurement processes by establishing competitively priced contracts for
goods and services. HGAC follows bid and purchasing guidelines that align with the City of South San
Francisco Municipal Code §4.04.080,Open market procedures for purchases and sales exclusive of public
projects,and all contracts have been awarded in compliance with the state’s statutory requirements for public
competitive procurement processes.
FISCAL IMPACT
On June 12, 2024, the City Council adopted the 2024-25 Operating Budget, including funding the Equipment
Replacement budget to allow for the purchase of a new ALS and BLS ambulance. A total of $750,000.00 was
approved, however due to significant inflation that has only recently eased, SSFFD staff will defer part of the
second ambulance until next fiscal year and secure the ALS replacement vehicle this budget cycle. An
amalgamation of funds approved by Council for Vehicle Replacement will be used for this purchase.
RELATIONSHIP TO STRATEGIC PLAN
This request is in alignment with Priority 4.2.11, Public Safety, Support reliability of fire fleet through
scheduled apparatus replacement.
CONCLUSION
It is recommended that the City Council adopt a resolution approving the use of Vehicle Replacement Funds for
the purchase of an advanced life support ambulance; authorizing the City Manager to enter into a purchase
agreement with Braun Northwest for the construction and purchase in the amount of $423,403.18; approving
the purchase of tools and equipment in the amount of $55,000; for a total not to exceed amount of $478,403.18.
ATTACHMENTS
Attachment A - Braun NW HGAC Purchase Proposal
Attachment B - HGAC Purchase Contract
Attachment C - Braun NW W-9 and Liability Insurance
Attachment D - Braun NW Vendor Verification Form
City of South San Francisco Printed on 10/18/2024Page 2 of 3
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File #:24-996 Agenda Date:10/23/2024
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Ambulance Purchase Agreement
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299
Current Fleet of Ambulances
•Vehicle 515 – 2010 International Durastar – Frontline/Reserve
•Vehicle 516 – 2010 International Durastar – Frontline/Reserve
•Vehicle 505 – 2016 Freightliner – Frontline
•Vehicle 507 – 2007 Sprinter Ambulance – Reserve
•Vehicle 526 – 2021 Ford F350 – 861 Primary
300
Ambulances On Order
Two 2024 RAM 3500 Braun Northwest built ambulances due 12/7/2024
301
Tonight’s Purchase
302
City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-997 Agenda Date:10/23/2024
Version:1 Item #:11a.
Resolution approving the purchase of an advanced life support ambulance; authorizing the City Manager to
enter into a purchase agreement with Braun Northwest for the construction and purchase in the amount of
$423,403.18; approving the purchase of tools and equipment in the amount of $55,000; and approving the use
of $478,403.18 of Vehicle Replacement Funds, for a total not to exceed amount of $478,403.18. (Richard
Walls, EMS Battalion Chief)
WHEREAS, The South San Francisco Fire Department (SSFFD) recommends the purchase of a 2025 Braun
Northwest type one ambulance to replace an ambulance that has exceeded its frontline service timeline; and
WHEREAS, The Vehicle Replacement Fund is designed to replace aging Fire fleet, and the ambulance this
action will replace as a frontline vehicle, Vehicle 505, is 9 years old; and
WHEREAS, Fire department staffs both ALS and BLS ambulances and this vehicle will add versatility so that
either ALS or BLS staff can utilize this vehicle; and
WHEREAS, Fire staff established factors important to selecting the proper ambulance for the department,
which included: Operational Capability, Power and Maneuverability, Compatibility with Federal Emissions
Standards, Familiarity for South San Francisco Mechanics, Customization potential to meet our equipment and
gear storage needs, Cost, Limited need for in-service training and Warranty Service and proximity to warranty
service center; and
WHEREAS, this purchase aligns with City of South San Francisco Municipal Code 4.04.040(b), Agreements
with other governmental agencies; “authorizes any other governmental agency to purchase or contract for
specified supplies, services or equipment as long as their procedures are in conformance with state law.” and
the City municipal code for purchasing; and
WHEREAS, the adopted the 2024-25 Operating Budget provided funding in the amount of $750,000 for the
replacement of ambulances; and
WHEREAS, Staff is requesting that the City Council approve this resolution for the purchase of an advanced
life support ambulance; authorizing the City Manager to enter into a purchase agreement with Braun Northwest
for the construction and purchase in the amount of $423,403.18; approving the purchase of tools and equipment
in the amount of $55,000; and approving the use of $478,403.18 of Vehicle Replacement Funds, for a total not
City of South San Francisco Printed on 11/14/2024Page 1 of 2
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File #:24-997 Agenda Date:10/23/2024
Version:1 Item #:11a.
to exceed amount of $478,403.18.
NOW, THEREFORE, BE IT RESOLVED the City Council of the City of South San Francisco does hereby take
the following actions:
1. Approves the purchase of one type one ambulance in the amount of $423,403.18, and associated
equipment, not to exceed $55,000.
2. Authorizes the City Manager to enter into a purchase agreement with Braun Northwest, Inc, for the
construction and purchase of an ambulance, attached hereto as Exhibit A.
3. Authorizes the City Manager to take any other action consistent with carrying out the intent of this
resolution.
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305
306
H-GAC
Houston-Galveston Area Council
P.O. Box 22777 · 3555 Timmons · Houston, Texas 77227-2777
Cooperative Agreement - Contract - Braun Northwest, Inc. - Public Services - ID: 11091
Page 1 of 13
MASTER GENERAL PROVISIONS
This Master Agreement is made and entered into, by and between the Houston-Galveston Area Council
hereinafter referred to as H-GAC having its principal place of business at 3555 Timmons Lane, Suite 120,
Houston, Texas 77027 and Braun Northwest, Inc., hereinafter referred to as the Contractor, having its principal
place of business at 150 North Star Drive, Chehalis, WA 98532.
WITNESSETH:
WHEREAS, H-GAC hereby engages the Contractor to perform certain services in accordance with the
specifications of the Master Agreement; and
WHEREAS, the Contractor has agreed to perform such services in accordance with the specifications of the
Master Agreement;
NOW, THEREFORE, H-GAC and the Contractor do hereby agree as follows:
ARTICLE 1: LEGAL AUTHORITY
The Contractor warrants and assures H-GAC that it possesses adequate legal authority to enter into this Master
Agreement. The Contractor's governing body, where applicable, has authorized the signatory official(s) to enter
into this Master Agreement and bind the Contractor to the terms of this Master Agreement and any subsequent
amendments hereto.
ARTICLE 2: APPLICABLE LAWS
The Contractor agrees to conduct all activities under this Master Agreement in accordance with all federal laws,
executive orders, policies, procedures, applicable rules, regulations, directives, standards, ordinances, and laws, in
effect or promulgated during the term of this Master Agreement, including without limitation, workers’
compensation laws, minimum and maximum salary and wage statutes and regulations, and licensing laws and
regulations. When required, the Contractor shall furnish H-GAC with satisfactory proof of its compliance
therewith.
ARTICLE 3: PUBLIC INFORMATION
Except as stated below, all materials submitted to H-GAC, including any attachments, appendices, or other
information submitted as a part of a submission or Master Agreement, are considered public information, and
become the property of H-GAC upon submission and may be reprinted, published, or distributed in any manner by
H-GAC according to open records laws, requirements of the US Department of Labor and the State of Texas, and
H-GAC policies and procedures. In the event the Contractor wishes to claim portions of the response are not
subject to the Texas Public Information Act, it shall so; however, the determination of the Texas Attorney General
as to whether such information must be disclosed upon a public request shall be binding on the Contractor. H-GAC
will request such a determination only if Contractor bears all costs for preparation of the submission. H-GAC is not
responsible for the return of creative examples of work submitted. H-GAC will not be held accountable if material
from submissions is obtained without the written consent of the contractor by parties other than H-GAC, at any
time during the evaluation process.
ARTICLE 4: INDEPENDENT CONTRACTOR
The execution of this Master Agreement and the rendering of services prescribed by this Master Agreement do not
change the independent status of H-GAC or the Contractor. No provision of this Master Agreement or act of H-
GAC in performance of the Master Agreement shall be construed as making the Contractor the agent, servant, or
employee of H-GAC, the State of Texas, or the United States Government. Employees of the Contractor are
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subject to the exclusive control and supervision of the Contractor. The Contractor is solely responsible for
employee related disputes and discrepancies, including employee payrolls and any claims arising therefrom.
ARTICLE 5: ANTI-COMPETITIVE BEHAVIOR
Contractor will not collude, in any manner, or engage in any practice which may restrict or eliminate competition
or otherwise restrain trade.
ARTICLE 6: SUSPENSION AND DEBARMENT
Debarment and Suspension (Executive Orders 12549 and 12689) – A contract award (2 CFR 180.220) must not be
made to parties listed on the government-wide exclusions in the System for Award Management (SAM), in
accordance with the OMB guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR Part 1966
Comp. p. 189) and 12689 (3 CFR Part 1989 Comp. p. 235), “Debarment and Suspension.” SAM Exclusions
contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared
ineligible under statutory or regulatory authority other than Executive Order 12549.
Pursuant to the Federal Rule above, Respondent certifies that neither it nor its principals are presently debarred,
suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal
department or agency or by the State of Texas and at all times during the term of the Contract neither it nor its
principals will be debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from
participation by any federal department or agency or by the State of Texas Respondent shall immediately provide
the written notice to H-GAC if at any time the Respondent learns that this certification was erroneous when
submitted or has become erroneous by reason of changed circumstances. H-GAC may rely upon a certification of
the Respondent that the Respondent is not debarred, suspended, ineligible, or voluntarily excluded from the
covered contract, unless the H-GAC knows the certification is erroneous.
ARTICLE 7: GOAL FOR CONTRACTING WITH SMALL AND MINORITY BUSINESSES, WOMEN’S
BUSINESS ENTERPRISES, AND LABOR SURPLUS AREA FIRMS (if subcontracts are to be let)
H-GAC’s goal is to assure that small and minority businesses, women's business enterprises, and labor surplus area
firms are used when possible in providing services under a contract. In accordance with federal procurements
requirements of 2 CFR §200.321, if subcontracts are to be let, the prime contractor must take the affirmative steps
listed below:
1. Placing qualified small and minority businesses and women’s business enterprises on solicitation lists;
2. Assuring that small and minority businesses and women’s business enterprises are solicited whenever
they are potential sources;
3. Dividing total requirements, when economically feasible, into smaller task or quantities to permit
maximum participation by small and minority businesses, and women’s business enterprises;
4. Establishing delivery schedules, where the requirement permits, which encourage participation by small
and minority businesses, and women’s business enterprises;
5. Using the services and assistance as appropriate, of such organizations as the Small Business
Administration and the Minority Business Development Agency of the Department of Commerce.
6.
Nothing in this provision will be construed to require the utilization of any firm that is either unqualified or
unavailable. The Small Business Administration (SBA) is the primary reference and database for information on
requirements related to Federal Subcontracting https://www.sba.gov/federal-contracting/contracting-guide/prime-
subcontracting
NOTE: The term DBE as used in this solicitation is understood to encompass all programs/business enterprises such
as: Small Disadvantaged Business (SDB), Historically Underutilized Business (HUB), Minority Owned Business
Enterprise (MBE), Women Owned Business Enterprise (WBE) and Disabled Veteran Business Enterprise (DVBE)
or other designation as issued by a certifying agency.
Contractor agrees to work with and assist HGACBuy customer in meeting any DBE targets and goals, as
may be required by any rules, processes, or programs they might have in place. Assistance may include
compliance with reporting requirements, provision of documentation, consideration of Certified/Listed
subcontractors, provision of documented evidence that an active participatory role for a DBE entity was
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considered in a procurement transaction, etc.
ARTICLE 8: SCOPE OF SERVICES
The services to be performed by the Contractor are outlined in an Attachment to this Master Agreement.
ARTICLE 9: PERFORMANCE PERIOD
This Master Agreement shall be performed during the period which begins Oct 01 2023 and ends Sep 30 2027. All
services under this Master Agreement must be rendered within this performance period, unless directly specified
under a written change or extension provisioned under Article 21, which shall be fully executed by both parties to
this Master Agreement.
ARTICLE 10: PAYMENT OR FUNDING
Payment provisions under this Master Agreement are outlined in the Special Provisions. H-GAC will not pay for
any expenses incurred prior to the execution date of a contract, or any expenses incurred after the termination date
of the contract.
ARTICLE 11: PAYMENT FOR WORK
The H-GAC Customer is responsible for making payment to the Contractor upon delivery and acceptance of the
goods or completion of the services and submission of the subsequent invoice.
ARTICLE 12: PAYMENT TERMS/PRE-PAYMENT/QUANTITY DISCOUNTS
If discounts for accelerated payment, pre-payment, progress payment, or quantity discounts are offered, they must
be clearly indicated in the Contractor’s submission prior to contract award. The applicability or acceptance of these
terms is at the discretion of the Customer.
ARTICLE 13: REPORTING REQUIREMENTS
If the Contractor fails to submit to H-GAC in a timely and satisfactory manner any report required by this Master
Agreement, or otherwise fails to satisfactorily render performances hereunder, H-GAC may terminate this Master
Agreement with notice as identified in Article 29 of these General Provisions. H-GAC has final determination of
the adequacy of performance and reporting by Contractor. Termination of this Master Agreement for failure to
perform may affect Contractor’s ability to participate in future opportunities with H -GAC. The Contractor's failure
to timely submit any report may also be considered cause for termination of this Master Agreement. Any additional
reporting requirements shall be set forth in the Special Provisions of this Master Agreement.
ARTICLE 14: INSURANCE
Contractor shall maintain insurance coverage for work performed or services rendered under this Master
Agreement as outlined and defined in the attached Special Provisions.
ARTICLE 15: SUBCONTRACTS AND ASSIGNMENTS
Except as may be set forth in the Special Provisions, the Contractor agrees not to assign, transfer, convey, sublet,
or otherwise dispose of this Master Agreement or any right, title, obligation, or interest it may have therein to any
third party without prior written approval of H-GAC. The Contractor acknowledges that H-GAC is not liable to
any subcontractor or assignee of the Contractor. The Contractor shall ensure that the performance rendered under
all subcontracts shall result in compliance with all the terms and provisions of this Master Agreement as if the
performance rendered was rendered by the Contractor. Contractor shall give all required notices, and comply with
all laws and regulations applicable to furnishing and performance of the work. Except where otherwise expressly
required by applicable law or regulation, H-GAC shall not be responsible for monitoring Contractor's compliance,
or that of Contractor’s subcontractors, with any laws or regulations.
ARTICLE 16: AUDIT
Notwithstanding any other audit requirement, H-GAC reserves the right to conduct or cause to be conducted an
independent audit of any transaction under this Master Agreement, such audit may be performed by the H-GAC
local government audit staff, a certified public accountant firm, or other auditors designated by H-GAC and will be
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conducted in accordance with applicable professional standards and practices. The Contractor understands and
agrees that the Contractor shall be liable to the H-GAC for any findings that result in monetary obligations to H-
GAC.
ARTICLE 17: TAX EXEMPT STATUS
H-GAC and Customer members are either units of government or qualified non-profit agencies, and are generally
exempt from Federal and State sales, excise or use taxes. Respondent must not include taxes in its Response. It is
the responsibility of Contractor to determine the applicability of any taxes to an order and act accordingly.
Exemption certificates will be provided upon request.
ARTICLE 18: EXAMINATION OF RECORDS
The Contractor shall maintain during the course of the work complete and accurate records of all of the
Contractor's costs and documentation of items which are chargeable to H-GAC under this Master Agreement. H-
GAC, through its staff or designated public accounting firm, the State of Texas, and United States Government,
shall have the right at any reasonable time to inspect, copy and audit those records on or off the premises by
authorized representatives of its own or any public accounting firm selected by H-GAC. The right of access to
records is not limited to the required retention period, but shall last as long as the records are retained. Failure to
provide access to records may be cause for termination of the Master Agreement. The records to be thus
maintained and retained by the Contractor shall include (without limitation): (1) personnel and payroll records,
including social security numbers and labor classifications, accounting for total time distribution of the
Contractor's employees working full or part time on the work, as well as cancelled payroll checks, signed receipts
for payroll payments in cash, or other evidence of disbursement of payroll payments; (2) invoices for purchases,
receiving and issuing documents, and all other unit inventory records for the Contractor's stocks or capital items;
and (3) paid invoices and cancelled checks for materials purchased and for subcontractors' and any other third
parties' charges.
Contractor agrees that H-GAC will have the right, with reasonable notice, to inspect its records pertaining to
purchase orders processed and the accuracy of the fees payable to H-GAC. The Contractor further agrees that the
examination of records outlined in this article shall be included in all subcontractor or third-party Master
Agreements.
ARTICLE 19: RETENTION OF RECORDS
The Contractor and its subcontractors shall maintain all records pertinent to this Master Agreement, and all other
financial, statistical, property, participant records, and supporting documentation for a period of no less than seven
(7) years from the later of the date of acceptance of the final payment or until all audit findings have been resolved.
If any litigation, claim, negotiation, audit or other action involving the records has been started before the
expiration of the retention period, the records shall be retained until completion of the action and resolution of all
issues which arise from it, or until the end of the seven (7) years, whichever is later, and until any outstanding
litigation, audit, or claim has been fully resolved.
ARTICLE 20: DISTRIBUTORS, VENDORS, RESELLERS
Contractor agrees and acknowledges that any such designations of distributors, vendors, resellers or the like are for
the convenience of the Contractor only and the awarded Contractor will remain responsible and liable for all
obligations under the Contract and the performance of any designated distributor, vendor, reseller, etc. Contractor
is also responsible for receiving and processing any Customer purchase order in accordance with the Contract and
forwarding of the Purchase Order to the designated distributor, vendor, reseller, etc. to complete the sale or service.
H-GAC reserves the right to reject any entity acting on the Contractor’s behalf or refuse to add entities after a
contract is awarded.
ARTICLE 21: CHANGE ORDERS AND AMENDMENTS
A. Any alterations, additions, or deletions to the terms of this Master Agreement, which are required by
changes in federal or state law or by regulations, are automatically incorporated without written
amendment hereto, and shall become effective on the date designated by such law or by regulation.
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B. To ensure the legal and effective performance of this Master Agreement, both parties agree that any
amendment that affects the performance under this Master Agreement must be mutually agreed upon and
that all such amendments must be in writing. After a period of no less than 30 days subsequent to written
notice, unless sooner implementation is required by law, such amendments shall have the effect of
qualifying the terms of this Master Agreement and shall be binding upon the parties as if written herein.
C. Customers have the right to issue a change order to any purchase orders issued to the Contractor for the
purposes of clarification or inclusion of additional specifications, qualifications, conditions, etc. The
change order must be in writing and agreed upon by Contractor and the Customer agency prior to issuance
of any Change Order. A copy of the Change Order must be provided by the Contractor to, and
acknowledged by, H-GAC.
ARTICLE 22: CONTRACT ITEM CHANGES
A. If a manufacturer discontinues a contracted item, that item will automatically be considered deleted from
the contract with no penalty to Contractor. However, H-GAC may at its sole discretion elect to make a
contract award to the next lowest Respondent for the item, or take any other action deemed by H-GAC, at
its sole discretion, to be in the best interests of its Customers.
B. If a manufacturer makes any kind of change in a contracted item which affects the contract price,
Contractor must advise H-GAC of the details. H-GAC may allow or reject the change at its sole discretion.
If the change is rejected, H-GAC will remove the item from its program and there will be no penalty to
Contractor. However, H- GAC may at its sole discretion elect to make a contract award to the next lowest
Respondent for the item, or take any other action deemed by H-GAC, at its sole discretion, to be in the best
interests of its Customers.
C. If a manufacturer makes any change in a contracted item which does not affect the contract price,
Contractor shall advise H-GAC of the details. If the 'new' item is equal to or better than the originally
contracted item, the 'new' item shall be approved as a replacement. If the change is rejected H-GAC will
remove the item from its program and there will be no penalty to Contractor. However, H-GAC may at its
sole discretion elect to make a contract award to the next lowest Respondent for the item or may take any
other action deemed by H-GAC at its sole discretion, to be in the best interests of its Customers.
D. In the case of specifically identified catalogs or price sheets which have been contracted as base bid items
or as published options, routine published changes to products and pricing will be automatically
incorporated into the contract. However, Contractor must still provide written notice and an explanation of
the changes to products and pricing. H-GAC will respond with written approval.
ARTICLE 23: CONTRACT PRICE ADJUSTMENTS
Price Decreases
If Contractor’s Direct Cost decreases at any time during the full term of this award, Contractor must immediately
pass the decrease on to H-GAC and lower its prices by the amount of the decrease in Direct Cost. (Direct Cost
means Contractor’s cost from the manufacturer of any item or if Contractor is the manufacturer, the cost of raw
materials required to manufacture the item, plus costs of transportation from manufacturer to Contractor and
Contractor to H-GAC. Contractor must notify H-GAC of price decreases in the same way as for price increases set
out below. The price decrease shall become effective upon H-GAC’s receipt of Contractor’s notice. If Contractor
routinely offers discounted contract pricing, H-GAC may request Contractor accept amended contract pricing
equivalent to the routinely discounted pricing.
Price Increase
Contractors may request a price increase for items priced as Base Bid items and Published Options. The amount of
any increase will not exceed actual documented increase in Contractor’s Direct Cost and will not exceed 10% of
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the previous bid price. Considerations on the percentage limit will be given if the price increase is the result of
increased tariff charges or other governmental actions, or other economic factors. Manufacturer price/contract
changes involving the sale of motor vehicles will be considered and may be allowed during the entire contract
period subject to submission and verification of the proper documentation required for a contract change as
referenced in this section.
Price Changes
Any permanent increase or decrease in offered pricing for a base contract item or published option is considered a
price change. Temporary increases in pricing by whatever name (e.g., ‘surcharge’, ‘adjustment’, ‘equalization
charge’, ‘compliance charge’, ‘recovery charge’, etc.), are also considered to be price changes.
For published catalogs and price sheets as part of an H-GAC contract, requests to amend the contract to reflect any
new published catalog or price sheet must be submitted whenever the manufacturer publishes a new document.
The request must include the new catalog or price sheet. All Products shall, at time of sale, be equipped as required
under any then current applicable local, state, and federal government requirements. If, during any contract,
changes are made to any government requirements which cause a manufacturer's costs of production to increase,
Contractor may increase pricing to the extent of Contractor’s actual cost increase. The increase must be
substantiated with support documentation acceptable to H-GAC prior to taking effect. Modifications to a Product
required to comply with such requirements which become effective after the date of any sale are the responsibility
of the Customer.
Requesting Price Increase/Required Documentation
Contractor must submit a written overview of changes requested and reasons for the request, stating the amount of
the increase, along with an itemized list of any increased prices, showing the Contractor’s current price, revised
price, the actual dollar difference and the percentage of the price increase by line item. Price change requests must
be supported with substantive documentation (e.g., notices from suppliers and manufacturers of pricing changes in
products, components, transportation, raw materials or commodities, and/or product availability, copies of invoices
from suppliers, etc.) clearly showing that Contractor's actual costs have increased per the applicable line-item bid.
The Producer Price Index (PPI) may be used as partial justification, subject to approval by H-GAC, but no price
increase based solely on an increase in the PPI will be allowed. This documentation should be submitted in Excel
format to facilitate analysis and updating of the website. The letter and documentation must be sent to Lead
Program Coordinator, james.glover@h-gac.com.
Review/Approval of Requests
If H-GAC approves the price increase, Contractor will be notified in writing; no price increase will be effective
until Contractor receives this notice. If H-GAC does not approve Contractor’s price increase, Contractor may
terminate its performance upon sixty (60) days advance written notice to H-GAC, however Contractor must fulfill
any outstanding Purchase Orders. Termination of performance is Contractor’s only remedy if H-GAC does not
approve the price increase. H-GAC reserves the right to accept or reject any price change request.
ARTICLE 24: DELIVERIES AND SHIPPING TERMS
The Contractor agrees to make deliveries only upon receipt of authorized Customer Purchase Order acknowledged
by H-GAC. Delivery made without such Purchase Order will be at Contractor’s risk and will leave H-GAC the
option of canceling any contract awarded to the Contractor. The Contractor must secure and deliver any item
within five (5) working days, or as agreed to on any corresponding customer Purchase Order.
Shipping must be Freight On Board Destination to the delivery location designated on the Customer purchase
order. The Contractor will retain title and control of all goods until delivery is completed and the Customer has
accepted the delivery. All risk of transportation and all related charges are the responsibility of the Contractor. The
Customer will notify the Contractor and H-GAC promptly of any damaged goods and will assist the Contractor in
arranging for inspection. The Contractor must file all claims for visible or concealed damage. Unless otherwise
stated in the Master Agreement, deliveries must consist only of new and unused merchandise.
ARTICLE 25: RESTOCKING (EXCHANGES AND RETURNS)
There will be no restocking charge to the Customer for return or exchange of any item purchased under the terms
of any award. If the Customer wishes to return items purchased under an awarded contract, the Contractor agrees
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to exchange, these items for other items, with no additional charge incurred. Items must be returned to Contractor
within thirty (30) days from date of delivery. If there is a difference in price in the items exchanged, the Contractor
must notify H-GAC and invoice Customer for increase price or provide the Customer with a credit or refund for
any decrease in price per Customer’s preference. On items returned, a credit or cash refund will be issued by the
Contractor to Customer. This return and exchange option will extend for thirty (30) days following the expiration
of the term of the Contract. All items returned by the Customer must be unused and in the same merchantable
condition as when received. Items that are special ordered may be returned only upon approval of the Contractor.
ARTICLE 26: MANUALS
Each product delivered under contract to any Customer must be delivered with at least one (1) copy of a safety and
operating manual and any other technical or maintenance manual. The cost of the manual(s) must be included in
the price for the Product offered.
ARTICLE 27: OUT OF STOCK, PRODUCT RECALLS, AND DISCONTINUED PRODUCTS
H-GAC does NOT purchase the products sold pursuant to a Solicitation or Master Agreement. Contractor is
responsible for ensuring that notices and mailings, such as Out of Stock or Discontinued Notices, Safety Alerts,
Safety Recall Notices, and customer surveys, are sent directly to the Customer with a copy sent to H-GAC.
Customer will have the option of accepting any equivalent product or canceling the item from Customer’s
Purchase Order. Contractor is not authorized to make substitutions without prior approval.
ARTICLE 28: WARRANTIES, SALES, AND SERVICE
Warranties must be the manufacturer's standard and inclusive of any other warranty requirements stated in the
Master Agreement; any warranties offered by a dealer will be in addition to the manufacturer’s standard warranty
and will not be a substitute for such. Pricing for any product must be inclusive of the standard warranty.
Contractor is responsible for the execution and effectiveness of all product warranty requests and any claims,
Contractor agrees to respond directly to correct warranty claims and to ensure reconciliation of warranty claims
that have been assigned to a third party.
ARTICLE 29: TERMINATION PROCEDURES
The Contractor acknowledges that this Master Agreement may be terminated for Convenience or Default.
H-GAC will not pay for any expenses incurred after the termination date of the contract.
A. Convenience
H-GAC may terminate this Master Agreement at any time, in whole or in part, with or without cause,
whenever H-GAC determines that for any reason such termination is in the best interest of H-GAC, by
providing written notice by certified mail to the Contractor. Upon receipt of notice of termination, all
services hereunder of the Contractor and its employees and subcontractors shall cease to the extent
specified in the notice of termination.
The Contractor may cancel or terminate this Master Agreement upon submission of thirty (30) days
written notice, presented to H-GAC via certified mail. The Contractor may not give notice of cancellation
after it has received notice of default from H-GAC.
B. Default
H-GAC may, by written notice of default to the Contractor, terminate the whole or any part of the Master
Agreement, in any one of the following circumstances:
(1) If the Contractor fails to perform the services herein specified within the time specified herein or any
extension thereof; or
(2) If the Contractor fails to perform any of the other provisions of this Master Agreement for any reason
whatsoever, or so fails to make progress or otherwise violates the Master Agreements that completion
of services herein specified within the Master Agreement term is significantly endangered, and in
either of these two instances does not cure such failure within a period of ten (10) days (or such longer
period of time as may be authorized by H-GAC in writing) after receiving written notice by certified
mail of default from H-GAC.
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(3) In the event of such termination, Contractor will notify H-GAC of any outstanding Purchase Orders and
H-GAC will consult with the End User and notify the Contractor to what extent the End User wishes the
Contractor to complete the Purchase Order. If Contractor is unable to do so, Contractor may be subject to
a claim for damages from H-GAC and/or the End User.
ARTICLE 30: SEVERABILITY
H-GAC and Contractor agree that should any provision of this Master Agreement be determined to be invalid or
unenforceable, such determination shall not affect any other term of this Master Agreement, which shall continue
in full force and effect.
ARTICLE 31: FORCE MAJEURE
To the extent that either party to this Master Agreement shall be wholly or partially prevented from the
performance of any obligation or duty placed on such party by reason of or through strikes, stoppage of labor, riot,
fire, flood, acts of war, insurrection, accident, order of any court, act of God, or specific cause reasonably beyond
the party's control and not attributable to its neglect or nonfeasance, in such event, the time for the performance of
such obligation or duty shall be suspended until such disability to perform is removed. Determination of force
majeure shall rest solely with H-GAC.
ARTICLE 32: CONFLICT OF INTEREST
No officer, member or employee of the Contractor or Contractors subcontractor, no member of the governing body
of the Contractor, and no other public officials of the Contractor who exercise any functions or responsibilities in
the review or Contractor approval of this Master Agreement, shall participate in any decision relating to this
Master Agreement which affects his or her personal interest, or shall have any personal or pecuniary interest, direct
or indirect, in this Master Agreement.
A. Conflict of Interest Questionnaire: Chapter 176 of the Texas Local Government Code requires contractors
contracting or seeking to contract with H-GAC to file a conflict-of-interest questionnaire (CIQ) if they have
an employment or other business relationship with an H-GAC officer or an officer’s close family member.
The required questionnaire and instructions are located on the H-GAC website or at the Texas Ethics
Commission website https://www.ethics.state.tx.us/forms/CIQ.pdf. H-GAC officers include its Board of
Directors and Executive Director, who are listed on this website. Respondent must complete and file a CIQ
with the Texas Ethics Commission if an employment or business relationship with H-GAC office or an
officer’s close family member as defined in the law exists.
B. Certificate of Interested Parties Form – Form 1295: As required by Section 2252.908 of the Texas
Government Code. H-GAC will not enter a Contract with Contractor unless (i) the Contractor submits a
disclosure of interested parties form to H-GAC at the time the Contractor submits the contract H-GAC, or
(ii) the Contractor is exempt from such requirement. The required form and instructions are located at the
Texas Ethics Commission website https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm.
Respondents who are awarded a Contract must submit their Form 1295 with the signed Contract to H-GAC.
ARTICLE 33: FEDERAL COMPLIANCE
Contractor agrees to comply with all federal statutes relating to nondiscrimination, labor standards, and
environmental compliance. With regards to “Rights to Inventions Made Under a Contract or Master Agreement,”
If the Federal award meets the definition of “funding Master Agreement” under 37 CFR § 401.2 (a) and the
recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization
regarding the substitution of parties, assignment or performance of experimental, developmental, or research work
under that “funding Master Agreement,” the recipient or subrecipient must comply with the requirements of 37
CFR Part 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under
Government Grants, Contracts and Cooperative Master Agreements,” and any implementing regulations issued by
the awarding agency. Contractor agrees to be wholly compliant with the provisions of 2 CFR 200, Appendix II.
Additionally, for work to be performed under the Master Agreement or subcontract thereof, including procurement
of materials or leases of equipment, Contractor shall notify each potential subcontractor or supplier of the
Contractor's federal compliance obligations. These may include, but are not limited to: (a) Title VI of the Civil
Rights Act of 1964 (P.L. 88-352) which prohibits discrimination on the basis of race, color or national origin; (b)
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Title IX of the Education Amendments of 1972, as amended (20 U.S.C. §§ 1681-1683, and 1685-1686), which
prohibits discrimination on the basis of sex; (c) the Fair Labor Standards Act of 1938 (29 USC 676 et. seq.), (d)
Section 504 of the Rehabilitation Act of 1973, as amended (29 U.S.C. § 794), which prohibits discrimination on
the basis of handicaps and the Americans with Disabilities Act of 1990; (e) the Age Discrimination in Employment
Act of 1967 (29 USC 621 et. seq.) and the Age Discrimination Act of 1974, as amended (42 U.S.C. §§ 6101-6107),
which prohibits discrimination on the basis of age; (f) the Drug Abuse Office and Treatment Act of 1972 (P.L. 92-
255), as amended, relating to nondiscrimination on the basis of drug abuse; (g) the Comprehensive Alcohol Abuse
and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (P.L. 91-616), as amended, relating to the
nondiscrimination on the basis of alcohol abuse or alcoholism; (h) §§ 523 and 527 of the Public Health Service Act
of 1912 (42 U.S.C. 290 dd-3 and 290 ee-3), as amended, relating to confidentiality of alcohol and drug abuse
patient records; (i) Title VIII of the Civil Rights Act of 1968 (42 U.S.C. § 3601 et seq.), as amended, relating to
nondiscrimination in the sale, rental or financing of housing; (j) any other nondiscrimination provisions in any
specific statute(s) applicable to any Federal funding for this Master Agreement; (k) the requirements of any other
nondiscrimination statute(s) which may apply to this Master Agreement; (l) applicable provisions of the Clean Air
Act (42 U.S.C. §7401 et seq.), the Federal Water Pollution Control Act, as amended (33 U.S.C. §1251 et seq.),
Section 508 of the Clean Water Act (33 U.S.C. 1368), Executive Order 11738, and the Environmental Protection
Agency regulations at 40 CPR Part 15; (m) applicable provisions of the Davis- Bacon Act (40 U.S.C. 276a - 276a-
7), the Copeland Act (40 U.S.C. 276c), and the Contract Work Hours and Safety Standards Act (40 U.S.C. 327-
332), as set forth in Department of Labor Regulations at 20 CPR 5.5a; (n) the mandatory standards and policies
relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with
the Energy Policy and Conservation Act (P.L. 94-163).
ARTICLE 34: PROHIBITION ON CONTRACTING WITH ENTITIES USING CERTAIN
TELECOMMUNICATIONS AND VIDEO SURVEILLANCE EQUIPMENT (EFFECTIVE AUG. 13, 2020
AND AS AMENDED OCTOBER 26, 2020)
Pursuant to 2 CFR 200.216, Contractor shall not offer equipment, services, or system that use covered
telecommunications equipment or services as a substantial or essential component of any system, or as critical
technology as part of any system. Covered telecommunications equipment or services means 1)
telecommunications equipment produced by Huawei Technologies Company or ZTE Corporation (or any
subsidiary or affiliate of such entities); 2) for the purpose of public safety, security of government facilities,
physical security surveillance of critical infrastructure, and other national security purposes, video surveillance and
telecommunications equipment produced by Hytera Communications Corporation, Hangzhou Hikvision Digital
Technology Company, or Dahua Technology Company (or any subsidiary or affiliate of such entities); 3)
telecommunications or video surveillance services provided by such entities or using such equipment; or 4)
telecommunications or video surveillance equipment or services produced or provided by an entity that the
Secretary of Defense, in consultation with the Director of National Intelligence or the Director of the Federal
Bureau of Investigation, reasonably believes to be an entity owned or controlled by, or otherwise connected to, the
government of a covered foreign country. Respondent must comply with requirements for certifications. The
provision at 48 C.F.R Section 52.204-26 requires that offerors review SAM prior to completing their required
representations. This rule applies to all acquisitions, including acquisitions at or below the simplified acquisition
threshold and to acquisitions of commercial items, including commercially available off the-shelf items.
ARTICLE 35: DOMESTIC PREFERENCE
In accordance with 2 CFR 200.322, as appropriate and to the extent consistent with law, when using federal grant
award funds H-GAC should, to the greatest extent practicable, provide a preference for the purchase, acquisition,
or use of goods, products, or materials produced in the United States (including but not limited to iron, aluminum,
steel, cement, and other manufactured products). H-GAC must include this requirement in all subawards including
all contracts and purchase orders for work or products under the federal grant award. If Contractor intends to
qualify for Purchase Orders using federal grant money, then it shall work with H-GAC to provide all required
certifications and other documentation needed to show compliance.
ARTICLE 36: CRIMINAL PROVISIONS AND SANCTIONS
The Contractor agrees to perform the Master Agreement in conformance with safeguards against fraud and abuse
as set forth by the H-GAC, the State of Texas, and the acts and regulations of any related state or federal agency.
The Contractor agrees to promptly notify H-GAC of any actual or suspected fraud, abuse, or other criminal activity
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through the filing of a written report within twenty-four (24) hours of knowledge thereof. Contractor shall notify
H-GAC of any accident or incident requiring medical attention arising from its activities under this Master
Agreement within twenty-four (24) hours of such occurrence. Theft or willful damage to property on loan to the
Contractor from H-GAC, if any, shall be reported to local law enforcement agencies and H-GAC within two (2)
hours of discovery of any such act.
The Contractor further agrees to cooperate fully with H-GAC, local law enforcement agencies, the State of Texas,
the Federal Bureau of Investigation, and any other duly authorized investigative unit, in carrying out a full
investigation of all such incidents.
The Contractor shall notify H-GAC of the threat of lawsuit or of any actual suit filed against the Contractor
pertaining to this Master Agreement or which would adversely affect the Contractor’s ability to perform services
under this Master Agreement.
ARTICLE 37: INDEMNIFICATION AND RECOVERY
H-GAC’s liability under this Master Agreement, whether for breach of contract, warranty, negligence, strict
liability, in tort or otherwise, is limited to its order processing charge. In no event will H-GAC be liable for any
loss of use, loss of time, inconvenience, commercial loss, lost profits, or savings or other incidental, special or
consequential damages to the full extent such use may be disclaimed by law. Contractor agrees, to the extent
permitted by law, to defend and hold harmless H-GAC, its board members, officers, agents, officials, employees,
and indemnities from any and all claims, costs, expenses (including reasonable attorney fees), actions, causes of
action, judgements, and liens arising as a result of Contractor’s negligent act or omission under this Master
Agreement. Contractor shall notify H-GAC of the threat of lawsuit or of any actual suit filed against Contractor
relating to this Master Agreement.
ARTICLE 38: LIMITATION OF CONTRACTOR’S LIABILITY
Except as specified in any separate writing between the Contractor and an END USER, Contractor’s total liability
under this Master Agreement, whether for breach of contract, warranty, negligence, strict liability, in tort or
otherwise, but excluding its obligation to indemnify H-GAC, is limited to the price of the particular
products/services sold hereunder, and Contractor agrees either to refund the purchase price or to repair or replace
product(s) that are not as warranted. In no event will Contractor be liable for any loss of use, loss of time,
inconvenience, commercial loss, loss of profits or savings or other incidental, special or consequential damages to
the full extent such use may be disclaimed by law. Contractor understands and agrees that it shall be liable to repay
and shall repay upon demand to END USER any amounts determined by H-GAC, its independent auditors, or any
agency of State or Federal government to have been paid in violation of the terms of this Master Agreement.
ARTICLE 39: TITLES NOT RESTRICTIVE
The titles assigned to the various Articles of this Master Agreement are for convenience only. Titles shall not be
considered restrictive of the subject matter of any Article, or part of this Master Agreement.
ARTICLE 40: JOINT WORK PRODUCT
This Master Agreement is the joint work product of H-GAC and the Contractor. This Master Agreement has been
negotiated by H-GAC and the Contractor and their respective counsel and shall be fairly interpreted in accordance
with its terms and, in the event of any ambiguities, no inferences shall be drawn against any party.
ARTICLE 41: PROCUREMENT OF RECOVERED MATERIAL
H-GAC and the Respondent must comply with section 6002 of the Solid Waste Disposal Act, as amended by the
Resource Conservation and Recovery Act. The requirements of Section 6002 include: (1) procuring only items
designated in guidelines of the Environmental Protection Agency (EPA) at 40 CFR part 247 that contain the
highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of
competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the
preceding fiscal year exceeded $10,000; (2) procuring solid waste management services in a manner that
maximizes energy and resource recovery; and (3) establishing an affirmative procurement program for
procurement of recovered materials identified in the EPA guidelines. Pursuant to the Federal Rule above, as
required by the Resource Conservation and Recovery Act of 1976 (42 U.S.C. § 6962(c)(3)(A)(i)), Respondent
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certifies that the percentage of recovered materials content for EPA-designated items to be delivered or used in the
performance of the Contract will be at least the amount required by the applicable contract specifications or other
contractual requirements.
ARTICLE 42: COPELAND “ANTI-KICKBACK” ACT
Contractor shall comply with 18 U.S.C. § 874, 40 U.S.C. § 3145, and the requirements of 29 C.F.R. pt. 3 as may be
applicable, which are incorporated by reference into the contract. The contractor or subcontractor shall insert in
any subcontracts the clause above and such other clauses as appropriate agency instructions require, and also a
clause requiring the subcontractors to include these clauses in any lower tier subcontracts. The prime contractor
shall be responsible for the compliance by any subcontractor or lower tier subcontractor with all of these contract
clauses. A breach of the contract clauses above may be grounds for termination of the Contract, and for debarment
as a contractor and subcontractor as provided in 29 C.F.R. § 5.12.
ARTICLE 43: DISCRIMINATION
Respondent and any potential subcontractors shall comply with all Federal statutes relating to nondiscrimination.
These include, but are not limited to:
a) Title VI of the Civil Rights Act of 1964 (P.L. 88-352), which prohibits discrimination on the basis of
race, color, or national origin;
b) Title IX of the Education Amendments of 1972, as amended (20 U.S.C. §§1681-1683, and 1685-1686),
which prohibits discrimination on the basis of sex;
c) Section 504 of the Rehabilitation Act of 1973, as amended (29 U.S.C. §794), which prohibits
discrimination on the basis of handicaps;
d) The Age Discrimination Act of 1975, as amended (42 U.S.C. §§6101- 6107), which prohibits
discrimination on the basis of age;
e) The Drug Abuse Office and Treatment Act of 1972 (P.L. 92-255), as amended, relating to
nondiscrimination on the basis of drug abuse;
f) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of
1970 (P.L. 91-616), as amended, relating to nondiscrimination on the basis of alcohol abuse or
alcoholism;
g) Sections 523 and 527 of the Public Health Service Act of 1912 (42 U.S.C. §§290 dd-3 and 290 ee-3), as
amended, relating to confidentiality of alcohol and drug abuse patient records;
h) Title VIII of the Civil Rights Act of 1968 (42 U.S.C. §§3601 et seq.), as amended, relating to
nondiscrimination in the sale, rental, or financing of housing;
i) Any other nondiscrimination provisions in the specific statute(s) under which application for Federal
assistance is being made; and
j) The requirements of any other nondiscrimination statute(s) that may apply to the application.
ARTICLE 44: DRUG FREE WORKPLACE
Contractor must provide a drug-free workplace in accordance with the Drug-Free Workplace Act, as applicable.
For the purposes of this Section, “drug-free” means a worksite at which employees are prohibited from engaging in
the unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance. H-GAC may
request a copy of this policy.
ARTICLE 45: APPLICABILITY TO SUBCONTRACTORS
Respondent agrees that all contracts it awards pursuant to the contract awarded as a result of this Master
Agreement will be bound by the foregoing terms and conditions.
ARTICLE 46: WARRANTY AND COPYRIGHT
Submissions must include all warranty information, including items covered, items excluded, duration, and
renewability. Submissions must include proof of licensing if using third party code for programming.
ARTICLE 47: DATA HANDLING AND SECURITY
It will always be the responsibility of the selected Contractor to manage data transfer and to secure all data
appropriately during the project to prevent unauthorized access to all data, products, and deliverables.
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ARTICLE 48: DISPUTES
All disputes concerning questions of fact or of law arising under this Master Agreement, which are not addressed
within the Whole Master Agreement as defined pursuant to Article 4 hereof, shall be decided by the Executive
Director of H-GAC or his designee, who shall reduce his decision to writing and provide notice thereof to the
Contractor. The decision of the Executive Director or his designee shall be final and conclusive unless, within
thirty (30) days from the date of receipt of such notice, the Contractor requests a rehearing from the Executive
Director of H-GAC. In connection with any rehearing under this Article, the Contractor shall be afforded an
opportunity to be heard and offer evidence in support of its position. The decision of the Executive Director after
any such rehearing shall be final and conclusive. The Contractor may, if it elects to do so, appeal the final and
conclusive decision of the Executive Director to a court of competent jurisdiction. Pending final decision of a
dispute hereunder, the Contractor shall proceed diligently with the performance of the Master Agreement and in
accordance with H-GAC's final decision.
ARTICLE 49: CHOICE OF LAW: VENUE
This Master Agreement shall be governed by the laws of the State of Texas. Venue and jurisdiction of any suit or
cause of action arising under or in connection with the Master Agreement shall lie exclusively in Harris County,
Texas. Disputes between END USER and Contractor are to be resolved in accordance with the law and venue rules
of the state of purchase. Contractor shall immediately notify H-GAC of such disputes.
ARTICLE 50: ORDER OF PRIORITY
In the case of any conflict between or within this Master Agreement, the following order of priority shall be
utilized: 1) General Provisions, 2) Special Provisions, 3) Scope of Work, and 4) Other Attachments.
ARTICLE 51: WHOLE MASTER AGREEMENT
Please note, this is an H-GAC Master Agreement template and is used for all products and services offered
in H-GAC Cooperative Purchasing. Any redlines to this Master Agreement may not be reviewed. If this
Master Agreement has not been signed by the Contractor within 30 calendar days, this Master Agreement
will be automatically voided. The Master General Provisions, Master Special Provisions, and Attachments, as
provided herein, constitute the complete Master Agreement between the parties hereto, and supersede any and all
oral and written Master Agreements between the parties relating to matters herein. Except as otherwise provided
herein, this Master Agreement cannot be modified without written consent of the parties.
ARTICLE 52: UNIVERSAL IDENTIFIER AND SYSTEM FOR AWARD MANAGEMENT (SAM)
In accordance with 2 CFR Title 2, Subtitle A, Chapter I, Part 25 as it applies to a Federal awarding agency's grants,
cooperative agreements, loans, and other types of Federal financial assistance as defined in 2 CFR 25.406.
Contractor understands and as it relates to 2 CFR 25.205(a), a Federal awarding agency may not make a Federal
award or financial modification to an existing Federal award to an applicant or recipient until the entity has
complied with the requirements described in 2 CFR 25.200 to provide a valid unique entity identifier and maintain
an active SAM registration (www.SAM.gov) with current information (other than any requirement that is not
applicable because the entity is exempted under § 25.110). 2 CFR 25.200(b) requires that registration in the SAM
prior to submitting an application or plan; and maintain an active SAM registration with current information,
including information on a recipient's immediate and highest level owner and subsidiaries, as well as on all
predecessors that have been awarded a Federal contract or grant within the last three years, if applicable, at all
times during which it has an active Federal award or an application or plan under consideration by a Federal
awarding agency; and provide its unique entity identifier in each application or plan it submits to the Federal
awarding agency. To remain registered in the SAM database after the initial registration, the applicant is required
to review and update its information in the SAM database on an annual basis from the date of initial registration or
subsequent updates to ensure it is current, accurate and complete. At the time a Federal awarding agency is ready
to make a Federal award, if the intended recipient has not complied with an applicable requirement to provide a
unique entity identifier or maintain an active SAM registration with current information, the Federal awarding
agency: (1) May determine that the applicant is not qualified to receive a Federal award; and (2) May use that
determination as a basis for making a Federal award to another applicant.
ARTICLE 53: PROCUREMENT OF RECOVERED MATERIALS
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In accordance with 2 CFR 200.323, the Houston-Galveston Area Council and the Contractor or Subrecipient must
comply with section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and
Recovery Act. The requirements of Section 6002 include: (1) procuring only items designated in guidelines of the
Environmental Protection Agency (EPA) at 40 CFR part 247 that contain the highest percentage of recovered
materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of
the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000;
(2) procuring solid waste management services in a manner that maximizes energy and resource recovery; and (3)
establishing an affirmative procurement program for procurement of recovered materials identified in the EPA
guidelines. Pursuant to the Federal Rule above, as required by the Resource Conservation and Recovery Act of
1976 (42 U.S.C. § 6962(c)(3)(A)(i)), the Contractor or Subrecipient certifies that the percentage of recovered
materials content for EPA-designated items to be delivered or used in the performance of the Agreement will be at
least the amount required by the applicable contract specifications or other contractual requirements.
SIGNATURES:
H-GAC and the Contractor have read, agreed, and executed the whole Master Agreement as of the date first
written above, as accepted by:
Braun Northwest, Inc.
Signature $docusign:SignHere::Customer1
Name Tami McCallum
Title V.P. Sales
Date $docusign:DateSigned::Customer1
H-GAC
Signature $docusign:SignHere::InternalSigner
Name Chuck Wemple
Title Executive Director
Date $docusign:DateSigned::InternalSigner
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H-GAC
Houston-Galveston Area Council
P.O. Box 22777 · 3555 Timmons · Houston, Texas 77227-2777
Cooperative Agreement - Contract - Braun Northwest, Inc. - Public Services - ID: 11091
Page 1 of 8
MASTER SPECIAL PROVISIONS
Please note, this is an H-GAC Master Agreement template and is used for all products and services
offered in H-GAC Cooperative Purchasing. Any redlines to this Master Agreement may not be reviewed.
Incorporated by attachment, as part of the whole Master Agreement, H-GAC and the Contractor do, hereby
agree to the Master Special Provisions as follows:
ARTICLE 1: BIDS/PROPOSALS INCORPORATED
In addition to the whole Master Agreement, the following documents listed in order of priority are
incorporated into the Master Agreement by reference: Bid/Proposal Specifications and Contractor’s Response
to the Bid/Proposal.
ARTICLE 2: END USER MASTER AGREEMENTS (“EUA”)
H-GAC acknowledges that the END USER, which is the HGACBuy customer utilizing the contract
(CUSTOMER and END USER may be used interchangeably) may choose to enter into an End User Master
Agreement (EUA) with the Contractor through this Master Agreement. A CUSTOMER/END USER is a state
agency, county, municipality, special district, or other political subdivision of a state, or a qualifying non-profit
corporation (providing one or more governmental function or service that possess legal authority to enter into
the Contract. The term of the EUA may exceed the term of the current H-GAC Master Agreement.
H-GAC’s acknowledgement is not an endorsement or approval of the End User Master Agreement’s terms and
conditions. Contractor agrees not to offer, agree to or accept from the CUSTOMER/END USER, any terms or
conditions that conflict with those in Contractor’s Master Agreement with H-GAC. Contractor affirms that
termination of its Master Agreement with H-GAC for any reason shall not result in the termination of any
underlying EUA, which shall in each instance, continue pursuant to the EUA’s stated terms and duration.
Pursuant to the terms of this Master Agreement, termination of this Master Agreement will disallow the
Contractor from entering into any new EUA with CUSTOMER/END USER. Applicable H-GAC order
processing charges will be due and payable to H-GAC on any EUAs, surviving termination of this Master
Agreement between H-GAC and Contractor.
ARTICLE 3: MOST FAVORED CUSTOMER CLAUSE
Contractor shall provide its most favorable pricing and terms to H-GAC. If at any time during this Master
Agreement, Contractor develops a regularly followed standard procedure of entering into Master Agreements
with other governmental customers within the State of Texas, and offers the same or substantially the same
products/services offered to H-GAC on a basis that provides prices, warranties, benefits, and or terms more
favorable than those provided to H-GAC, Contractor shall notify H-GAC within ten (10) business days
thereafter, and this Master Agreement shall be deemed to be automatically retroactively amended, to the
effective date of Contractor’s most favorable past Master Agreement with another entity. Contractor shall
provide the same prices, warranties, benefits, or terms to H-GAC and its CUSTOMER/END USER as provided
in its most favorable past Master Agreement. H-GAC shall have the right and option at any time to decline to
accept any such change, in which case the amendment shall be deemed null and void. If Contractor claims that a
more favorable price, warranty, benefit, or term that was charged or offered to another entity during the term of
this Master Agreement, does not constitute more favorable treatment, than Contractor shall, within ten (10)
business days, notify H-GAC in writing, setting forth the detailed reasons Contractor believes the aforesaid
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offer is not in fact most favored treatment. H-GAC, after due consideration of Contractor’s written explanation,
may decline to accept such explanation and thereupon this Master Agreement between H-GAC and Contractor
shall be automatically amended, effective retroactively, to the effective date of the most favored Master
Agreement, to provide the same prices, warranties, benefits, or terms to H-GAC and the CUSTOMER/END
USER.
EXCEPTION: This clause shall not be applicable to prices and price adjustments offered by a bidder,
proposer, or contractor, which are not within bidder's/proposer’s control [example; a manufacturer's bid
concession], or to any prices offered to the Federal Government and its agencies.
ARTICLE 4: PARTY LIABILITY
Contractor’s total liability under this Master Agreement, whether for breach of contract, warranty, negligence,
strict liability, in tort or otherwise, is limited to the price of the particular products/services sold hereunder.
Contractor agrees either to refund the purchase price or to repair or replace product(s) that are not as warranted.
Contractor accepts liability to repay, and shall repay upon demand to CUSTOMER/END USER, any amounts
determined by H-GAC, its independent auditors, or any state or federal agency, to have been paid in violation of
the terms of this Master Agreement.
ARTICLE 5: GOVERNING LAW & VENUE
Contractor and H-GAC agree that Contractor will make every reasonable effort to resolve disputes with the
CUSTOMER/END USER in accord with the law and venue rules of the state of purchase. Contractor shall
immediately notify H-GAC of such disputes.
ARTICLE 6: SALES AND ORDER PROCESSING CHARGE
Contractor shall sell its products to CUSTOMER/END USER based on the pricing and terms of this Master
Agreement. H-GAC will invoice Contractor for the applicable order processing charge when H-GAC receives
notification of a CUSTOMER/END USER order. Contractor shall remit to H-GAC the full amount of the
applicable order processing charge, after delivery of any product or service and subsequent CUSTOMER/END
USER acceptance. Payment of the Order Processing Charge shall be remitted from Contractor to H-GAC,
within thirty (30) calendar days or ten (10) business days after receipt of a CUSTOMER/END USER’s
payment, whichever comes first, notwithstanding Contractor’s receipt of invoice. For sales made by Contractor
based on this Master Agreement, including sales to entities without Interlocal Master Agreements, Contractor
shall pay the applicable order processing charges to H-GAC. Further, Contractor agrees to encourage entities
who are not members of H-GAC’s Cooperative Purchasing Program to execute an H-GAC Interlocal Master
Agreement. H-GAC reserves the right to take appropriate actions including, but not limited to, Master
Agreement termination if Contractor fails to promptly remit the appropriate order processing charge to H-GAC.
In no event shall H-GAC have any liability to Contractor for any goods or services a CUSTOMER/END USER
procures from Contractor. At all times, Contractor shall remain liable to pay to H-GAC any order processing
charges on any portion of the Master Agreement actually performed, and for which compensation was received
by Contractor.
ARTICLE 7: LIQUIDATED DAMAGES
Contractor and H-GAC agree that Contractor shall cooperate with the CUSTOMER/END USER at the time a
CUSTOMER/END USER purchase order is placed, to determine terms for any liquidated damages.
ARTICLE 8: INSURANCE
Unless otherwise stipulated in Section B of the Bid/Proposal Specifications, Contractor must have the
following insurance and coverage minimums:
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a. General liability insurance with a Single Occurrence limit of at least $1,000,000.00, and a General
Aggregate limit of at least two times the Single Occurrence limit.
b. Product liability insurance with a Single Occurrence limit of at least $1,000,000.00, and a General
Aggregate limit of at least two times the Single Occurrence limit for all Products except Automotive Fire
Apparatus. For Automotive Fire Apparatus, see Section B of the Bid/Proposal Specifications.
c. Property Damage or Destruction insurance is required for coverage of End User owned equipment while
in Contractor's possession, custody, or control. The minimum Single Occurrence limit is $500,000.00 and
the General Aggregate limit must be at least two times the Single Occurrence limit. This insurance may be
carried in several ways, e.g. under an Inland Marine policy, as art of Automobile coverage, or under a
Garage Keepers policy. In any event, this coverage must be specifically and clearly listed on insurance
certificate(s) submitted to H-GAC.
d. Insurance coverage shall be in effect for the length of any contract made pursuant to the Bid/Proposal, and
for any extensions thereof, plus the number of days/months required to deliver any outstanding order after
the close of the contract period.
e. Original Insurance Certificates must be furnished to H-GAC on request, showing Contractor as the
insured and showing coverage and limits for the insurances listed above.
f. If any Product(s) or Service(s) will be provided by parties other than Contractor, all such parties are
required to carry the minimum insurance coverages specified herein, and if requested by H-GAC, a
separate insurance certificate must be submitted for each such party.
g. H-GAC reserves the right to contact insurance underwriters to confirm policy and certificate issuance and
document accuracy.
ARTICLE 9: PERFORMANCE AND PAYMENT BONDS FOR INDIVIDUAL ORDERS
H-GAC’s contractual requirements DO NOT include a Performance & Payment Bond (PPB); therefore,
Contractor shall offer pricing that reflects this cost savings. Contractor shall remain prepared to offer a PPB to
cover any order if so requested by the CUSTOM ER/END USER. Contractor shall quote a price to
CUSTOMER/END USER for provision of any requested PPB, and agrees to furnish the PPB within ten
business (10) days of receipt of CUSTOMER/END USER's purchase order.
ARTICLE 10: ORDER PROCESSING CHARGE
H-GAC will apply an Order Processing Charge for each sale done through the H-GAC contract, with the
exception of orders for motor vehicles. Any pricing submitted must include this charge amount per the most
current H-GAC schedule. For motor vehicle orders, the Processing Charge is paid by the CUSTOMER/END
USER. Contractor will need to refer to the solicitation for the Order Processing Charge.
ARTICLE 11: CHANGE OF STATUS
Contractor shall immediately notify H-GAC, in writing, of ANY change in ownership, control,
dealership/franchisee status, Motor Vehicle license status, or name. Contractor shall offer written guidance to
advise H-GAC if this Master Agreement shall be affected in any way by such change. H-GAC shall have the
right to determine whether or not such change is acceptable, and to determine what action shall be warranted, up
to and including cancellation of Master Agreement.
ARTICLE 12: REQUIREMENTS TO APPLICABLE PHYSICAL GOODS
In the case of physical goods (e.g. equipment, material, supplies, as opposed to services), all Products offered
must comply with any applicable provisions of the Texas Business and Commerce Code, Title 1, Chapter 2 and
with at least the following:
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a. Be new, unused, and not refurbished.
b. Not be a prototype as the general design, operation, and performance. This requirement is NOT meant to
preclude the Contractor from offering new models or configurations which incorporate improvements in
a current design or add functionality, but in which new model or configuration may be new to the
marketplace.
c. Include all accessories which may or may not be specifically mentioned in the Master Agreement, but
which are normally furnished or necessary to make the Product ready for its intended use upon delivery.
Such accessories shall be assembled, installed, and adjusted to allow continuous operation of Product at
time of delivery.
d. Have assemblies, sub-assemblies and component parts that are standard and interchangeable throughout
the entire quantity of a Product as may be purchased simultaneously by any END USER/CUSTOMER.
e. Be designed and constructed using current industry accepted engineering and safety practices, and
materials.
f. Be available for inspection at any time prior to or after procurement.
ARTICLE 13: TEXAS MOTOR VEHICLE BOARD LICENSING
All Contractors that deal in motor vehicles shall maintain current licenses that are required by the Texas Motor
Vehicle Commission Code. If at any time during this Master Agreement term, any required Contractor license is
denied, revoked, or not renewed, Contractor shall be in default of this Master Agreement, unless the Texas
Motor Vehicle Board issues a stay or waiver. Contractor shall promptly provide copies of all current applicable
Texas Motor Vehicle Board documentation to H-GAC upon request.
ARTICLE 14: INSPECTION/TESTING
All Products sold pursuant to this Master Agreement will be subject to inspection/testing by or at the direction
of H-GAC and/or the ordering CUSTOMER/END USER, either at the delivery destination or the place of
manufacture. In the event a Product fails to meet or exceed all requirements of this Master Agreement, and
unless otherwise agreed in advance, the cost of any inspection and/or testing, will be the responsibility of the
Contractor.
ARTICLE 15: ADDITIONAL REPORTING REQUIREMENTS
Contractor agrees to submit written quarterly reports to H-GAC detailing all transactions during the previous
three (3) month period. Reports must include, but are not limited, to the following information:
a. CUSTOMER/END USER Name
b. Product/Service purchased, including Product Code if applicable
c. Customer Purchase Order Number
d. Purchase Order Date
e. Product/Service dollar amount
f. HGACBuy Order Processing Charge amount
ARTICLE 16: BACKGROUND CHECKS
Cooperative customers may request background checks on any awarded contractor’s employees who will have
direct contact with students, or for any other reason they so choose, any may require contractor to pay the cost
of obtaining any background information requested by the CUSTOMER/END USER.
ARTICLE 17: PROHIBITION ON CONTRACTS WITH COMPANIES BOYCOTTING ISRAEL
CERTIFICATION
As required by Chapter 2271 of the Texas Local Government Code the Contractor must verify that it 1) does
not boycott Israel; and 2) will not boycott Israel during the term of the Contract. Pursuant to Section 2271.001,
Texas Government Code:
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1. “Boycott Israel” means refusing to deal with, terminating business activities with, or otherwise taking
any action that is intended to penalize, inflict economic harm on, or limit commercial relations specifically
with Israel, or with a person or entity doing business in Israel or in an Israeli-controlled territory, but does not
include an action made for ordinary business purposes; and
2. “Company” means a for-profit sole proprietorship, organization, association, corporation, partnership,
joint venture, limited partnership, limited liability partnership, or any limited liability company, including a
wholly owned subsidiary, majority-owned subsidiary, parent company or affiliate of those entities or business
associations that exist to make a profit.
ARTICLE 18: NO EXCLUDED NATION OR TERRORIST ORGANIZATION CERTIFICATION
As required by Chapter 2252 of the Texas Government Code the Contractor must certify that it is not a
company engaged in active business operations with Sudan, Iran, or a foreign terrorist organization –
specifically, any company identified on a list prepared and maintained by the Texas Comptroller under Texas
Government Code §§806.051, 807.051, or 2252.153. (A company that the U.S. Government affirmatively
declares to be excluded from its federal sanctions regime relating to Sudan, Iran, or any federal sanctions
regime relating to a foreign terrorist organization is not subject to the contract prohibition.)
ARTICLE 19: PROHIBITION ON CONTRACTING WITH ENTITIES USING CERTAIN
TELECOMMUNICATIONS AND VIDEO SURVEILLANCE EQUIPMENT (Effective Aug. 13, 2020
and as amended October 26, 2020)
Pursuant to 2 CFR 200.216, Contractor shall not offer equipment, services, or system that use covered
telecommunications equipment or services as a substantial or essential component of any system, or as critical
technology as part of any system. ‘‘Covered telecommunications equipment or services means 1)
telecommunications equipment produced by Huawei Technologies Company or ZTE Corporation (or any
subsidiary or affiliate of such entities); 2) for the purpose of public safety, security of government facilities,
physical security surveillance of critical infrastructure, and other national security purposes, video surveillance
and telecommunications equipment produced by Hytera Communications Corporation, Hangzhou Hikvision
Digital Technology Company, or Dahua Technology Company (or any subsidiary or affiliate of such entities);
3) telecommunications or video surveillance services provided by such entities or using such equipment; or 4)
telecommunications or video surveillance equipment or services produced or provided by an entity that the
Secretary of Defense, in consultation with the Director of National Intelligence or the Director of the Federal
Bureau of Investigation, reasonably believes to be an entity owned or controlled by, or otherwise connected to,
the government of a covered foreign country.
Contractor must comply with requirements for certifications. The provision at 48 C.F.R Section 52.204-26
requires that Contractors review SAM prior to completing their required representations. This rule applies to all
acquisitions, including acquisitions at or below the simplified acquisition threshold and to acquisitions of
commercial items, including commercially available off the-shelf items.
ARTICLE 20: BUY AMERICA ACT (National School Lunch Program and Breakfast Program)
With respect to products purchased by CUSTOMER/END USER for use in the National School Lunch Program
and/or National School Breakfast Program, Contractor shall comply with all federal procurement laws and
regulations with respect to such programs, including the Buy American provisions set forth in 7 C.F.R. Part
210.21(d), to the extent applicable. Contractor agrees to provide all certifications required by
CUSTOMER/END USER regarding such programs.
In the event Contractor or Contractor’s supplier(s) are unable or unwilling to certify compliance with the Buy
American Provision, or the applicability of an exception to the Buy American provision, H-GAC
CUSTOMER/END USER may decide not to purchase from Contractor. Additionally, H-GAC
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CUSTOMER/END USER may require country of origin on all products and invoices submitted for payment by
Contractor, and Contractor agrees to comply with any such requirement.
ARTICLE 21: BUY AMERICA REQUIREMENT (Applies only to Federally Funded Highway and Transit
Projects)
With respect to products purchased by CUSTOMER/END USER for use in federally funded highway projects,
Contractor shall comply with all federal procurement laws and regulations with respect to such projects,
including the Buy American provisions set forth in 23 U.S.C. Section 313, 23 C.F.R. Section 635.410, as
amended, and the Steel and Iron Preference provisions of Texas Transportation Code Section 223.045, to the
extent applicable. Contractor agrees to provide all certifications required by CUSTOMER/END USER
regarding such programs. With respect to products purchased by CUSTOMER/END USER for use in federally
funded transit projects, Contractor shall comply with all federal procurement laws and regulations with respect
to such projects, including the Buy American provisions set forth in 49 U.S.C. Section 5323(j)(1), 49 C.F.R.
Sections 661.6 or 661.12, to the extent applicable. Contractor agrees to provide all certifications required by
CUSTOMER/END USER regarding such programs.
ARTICLE 22: DOMESTIC PREFERENCE
In accordance with 2 CFR 200.322, as appropriate and to the extent consistent with law, a CUSTOMER/END
USER using federal grant award funds should, to the greatest extent practicable, provide a preference for the
purchase, acquisition, or use of goods, products, or materials produced in the United States (including but not
limited to iron, aluminum, steel, cement, and other manufactured products). The CUSTOMER/END USER
must include this requirement in all subawards including all contracts and purchase orders for work or products
under the federal grant award. If Contractor intends to qualify for Purchase Orders using federal grant money,
they shall work with the CUSTOMER/END USER to provide all required certifications and other
documentation needed to show compliance.
ARTICLE 23: TITLE VI REQUIREMENTS
H-GAC in accordance with the provisions of Title VI of the Civil Rights Act of 1964 (78 Stat. 252, 42 U.S.C.
§§ 2000d to 2000d-4) and the Regulations, hereby notifies all bidders that it will affirmatively ensure that any
disadvantaged business enterprises will be afforded full and fair opportunity to submit in response to this Master
Agreement and will not be discriminated against on the grounds of race, color, or national origin in
consideration for an award.
ARTICLE 24: EQUAL EMPLOYMENT OPPORTUNITY
Except as otherwise provided under 41 CFR Part 60, all Contracts and CUSTOMER/END USER Purchase
Orders that meet the definition of “federally assisted construction contract” in 41 CFR Part 60-1.3 shall be
deemed to include the equal opportunity clause provided under 41 CFR 60-1.4(b), in accordance with Executive
Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 CFR Part, 1964-1965 Comp., pg.339),
as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment
Opportunity,” and implementing regulations at 41CFR Part 60, “Office of Federal Contract Compliance
Programs, Equal Employment Opportunity, Department of Labor.”
The equal opportunity clause provided under 41 CFR 60-1.4(b) is hereby incorporated by reference. Contractor
agrees that such provision applies to any contract that meets the definition of “federally assisted construction
contract” in 41 CFR Part 60-1.3 and agrees that it will comply with such provision.
ARTICLE 25: CLEAN AIR AND WATER POLLUTION CONTROL ACT
CUSTOMER/END USER Purchase Orders using federal funds must contain a provision that requires the
Contractor to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean
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Air Act (42 U.S.C. 7401-7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251-
1387). Violations must be reported to the Federal awarding agency and the Regional Office of the
Environmental Protection Agency (EPA).
Pursuant to the Federal Rule above, Contractor certifies that it is in compliance with all applicable provisions of
the Clean Air Act (42 U.S.C. 7401-7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C.
1251-1387) and will remain in compliance during the term of the Contract.
ARTICLE 26: PREVAILING WAGE
Contractor and any potential subcontractors have a duty to and shall pay the prevailing wage rate under the
Davis-Bacon Act, 40 U.S.C. 276a – 276a-5, as amended, and the regulations adopted thereunder contained in 29
C.F.R. pt. 1 and 5.
ARTICLE 27: CONTRACT WORK HOURS AND SAFETY STANDARDS
As per the Contract Work Hours and Safety Standards Act (40 U.S.C. 3701-3708), where applicable, all
CUSTOMER/END USER Purchase Orders in excess of $100,000 that involve the employment of mechanics or
laborers must include a provision for compliance with 40 U.S.C. 3702 and 3704, as supplemented by
Department of Labor regulations (29 CFR Part 5). Under 40 U.S.C. 3702 of the Act, each contractor must be
required to compute the wages of every mechanic and laborer, on the basis of a standard work week of 40
hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a
rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the
work week. The requirements of 40 U.S.C. 3704 are applicable to construction work and provide that no laborer
or mechanic must be required to work in surroundings or under working conditions which are unsanitary,
hazardous, or dangerous. These requirements do not apply to the purchases of supplies or materials or articles
ordinarily available on the open market, or contracts for transportation or transmission of intelligence.
ARTICLE 28: PROFIT AS A SEPARATE ELEMENT OF PRICE
For purchases using federal funds more than the current Simplified Acquisition Threshold of $250,000, requires
negotiation of profit as a separate element of the price. See, 2 CFR 200.324(b). Contractor agrees to provide
information and negotiate regarding profit as a separate element of the price for the purchase. Contractor also
agrees that the total price, including profit, charged by Contractor will not exceed the awarded pricing,
including any applicable discount, under any awarded contract.
ARTICLE 29: BYRD ANTI-LOBBYING AMENDMENT
Byrd Anti-Lobbying Amendment (31U.S.C. 1352) – Contractors that apply or bid for an award exceeding
$100,000 must file the required anti-lobbying certification. Each tier must certify to the tier above that it will
not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting
to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or
an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other
award covered by 31 U.S.C. 1352. Each tier must also disclose any lobbying with non-Federal funds that takes
place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier, up to the
CUSTOMER/END USER. As applicable, Contractor agrees to file all certifications and disclosures required by,
and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 USC 1352). Contractor certifies that it is
currently in compliance with all applicable provisions of the Byrd Anti-Lobbying Amendment (31 U.S.C. 1352)
and will continue to be in compliance throughout the term of the Contract and further certifies that:
1. No Federal appropriated funds have been paid or will be paid by or on behalf of the Contractor, to any
person for influencing or attempting to influence an officer or employee of any agency, a Member of
Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection
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Page 8 of 8
with the awarding of a Federal contract, the making of a Federal Grant, the making of a Federal Loan, the
entering into a cooperative Master Agreement, and the extension, continuation, renewal, amendment, or
modification of a Federal contract, grant, loan, or cooperative Master Agreement.
2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for
influencing, or attempting to influence, an officer or employee of a Member of Congress in connection
with a Federal contract, grant, loan, or cooperative Master Agreement, Contractor shall complete and
submit Standard Form – LLL, “Disclosure Form to Report Lobbying”, in accordance with its
instructions.
3. Contractor shall require that the language of this certification be included in the award documents for all
subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and
cooperative Master Agreements) and that all subcontractors shall certify and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this transaction was
made or entered into. Submission of this certificate is a prerequisite for making or entering into this transaction
imposed by Section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be
subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
ARTICLE 30: COMPLIANCE WITH EPA REGULATIONS APPLICABLE TO GRANTS,
SUBGRANTS, COOPERATIVE MASTER AGREEMENTS, AND CONTRACTS
Contractor certifies compliance with all applicable standards, orders, regulations, and/or requirements issued
pursuant to the Clean Air Act of 1970, as amended (42 U.S.C. 1857(h)), Section 508 of the Clean Water Act, as
amended (13 U.S.C. 1368), Executive Order 117389 and Environmental Protection Agency Regulation, 40 CFR
Part 15.
ARTICLE 31: COMPLIANCE WITH ENERGY POLICY AND CONSERVATION ACT
Contractor certifies that Contractor will be in compliance with mandatory standards and policies relating to
energy efficiency which are contained in the state energy conservation plan issued in compliance with the
Energy Policy and Conservation Act (Pub. L. 94-163, 89 Stat. 871).
327541
Ambulances, EMS & Special Service Vehicles
Request For Proposal
HGACBuy/Cooperative Purchasing Program
Project ID: AM10-23
Release Date: Friday, June 9, 2023
Due Date: Thursday, August 10, 2023 12:00pm
Posted Friday, June 9, 2023 7:00am
Bid Unsealed Thursday, August 10, 2023 12:03pm
Pricing Unsealed Thursday, August 10, 2023 12:03pm
All dates & times in Central Time
3. Scope of Work / Specifications
This is an indefinite quantity/indefinite delivery offerings contract. The HGACBuy Customer is responsible
to ensure adequate competition is performed between the various contractors or contractors outside of
HGACBuy to determine price reasonableness that might be required per any funding agency. Customer will
need to ensure compliance with any funding agency requirements before proceeding with a purchase order
under this contract. Please consult legal counsel regarding questions concerning compliance as a
contractor under this solicitation.
3.1. Overview
H-GAC is soliciting responses for selecting qualified manufacturers, dealers, distributors, and service providers of
Ambulances, EMS and Other Specialty Vehicles and related services to make these types of products and services
available to Customers of the HGACBuy Cooperative Purchasing Program under blanket type contracts. Customers
(end users) may require selective acquisitions of equipment and/or services OR full turnkey projects necessitating
additional services, training, and maintenance agreements. H-GAC is seeking the broadest possible selection of
available ambulances, emergency medical response and specialty vehicles to best serve our customers by
providing the largest selection of products/services available to meet their needs. This solicitation may include a
request for a discount percent off price catalog, category, or manufacturer, or price list for supplies, materials, or not
to exceed hourly rates for installation or repair. Respondents are not required to provide offerings on all categories.
3.2. Categories
This Solicitation is divided into ten (10) separate but related product categories (A-J). When submitting a response,
Respondent may choose to submit a response to any of the categories or all of them. No additional weighted value
will be assigned to a response that addresses more than one or all categories listed. All equipment must be the
manufacturer’s new and current model and must be fully operational upon delivery to the Customer.
Alternative Fuel Vehicles: All responses that include electric, hybrid, or other alternative fuel vehicles must include
these vehicles in Category G. If that specific vehicle is also available with an internal combustion engine (ICE),
please list the ICE vehicle separately in the appropriate vehicle category. Category G will only include the alternative
fuel vehicles, regardless of vehicle function or type.
Product categories are as follows:
328542
1. Ambulance
Response listings/descriptions must be organized by major sub-categories, which include Manufacturer,
Type (I, II, or III), module configurations/dimensions, chassis (make and model), 2WD/4WD, and fuel type.
2. Light/Medium Duty EMS Rescue Vehicle
Response listings/descriptions must be organized by major sub-categories, which include manufacturer,
model, type/function, chassis (make and model), dimensions, 2WD/4WD, and fuel type.
3. Other Specialty Vehicle or Equipment
Category includes vehicles or trailers for command, communication, tactical response, or other related
emergency response functions. Response listings/descriptions must be organized by major sub-categories,
which shall include manufacturer, model, type/function, chassis (make and model), axle configuration,
dimensions, 2WD/4WD, and fuel type.
4. EMS Vehicle Conversions
Response listings/descriptions must be organized by major sub-categories, which include manufacturer,
model, type/function, chassis, 2WD/4WD, and fuel type.
5. Remount Services Only
Pricing for this service must include the cost of removing an existing body and reinstalling it on a different
chassis, only. This service would apply where the chassis was supplied by the end user.
Note: Remounting Services are to be performed by an authorized dealer/remounter. Any specific
certifications or warranties that may be requested by an end user regarding remounts is the end user’s
responsibility and will be negotiated between the end user and the supplier/contractor when services are
quoted.
6. Remount on Contractor Supplied Chassis
Pricing for these items must include the cost of the chassis plus the removal and reinstallation of the body.
7. Electric/Alternative Fuel Ambulance/EMS/Rescue Vehicles
Response listings must be organized by manufacturer, model, vehicle type/function, and primary
fuel/propulsion type.
8. Ambulance/EMS/Rescue Vehicle Service/Maintenance Plans
Response listings must include specific details about which fees are included in costs, including current
labor rates, and fee structures.
9. Ambulance/EMS/Rescue Vehicle Parts and Supplies
Response listing must include percentage discount.
10. Ambulance/EMS/Rescue Vehicle Options
Response listing must include percentage discount.
329543
3.3. General Requirements
All products priced and sold pursuant to this Solicitation must, as applicable:
1. Meet all applicable requirements of federal, state and local laws and regulations.
2. Be manufacturer's normal offering with all standard features and functions and performance levels.
3. Be ready for turn-key operation upon delivery.
4. Respondent must include specifications, brochures, warranty information, and any other relevant product
information with solicitation Response.
Note: “Unpriced/unpublished” options cannot be quoted on the Base Pricing List and may not be sold through this
contract.
3.4. Additional Requirements
Licenses
1. Contractor must have and maintain the appropriate license(s) as required by the State of Texas,
Department of Transportation, Division of Motor Vehicles, Motor Vehicle Commission Code [latest edition],
or any other local, state and federal licenses required and which are applicable to the respondent’s
operations.
2. The prescribed licenses must include the manufacturer/respondent, and any and all dealers and their
representatives as may be required by the Motor Vehicle Division. Contractor must ensure all emergency
and specialty vehicles sold are in accordance with the laws of the state where the sale and acquisition are
made.
3. Contractor must maintain all licensing required by the State of Texas as applicable to their business
operations during the entire contract term. If during the contract period such licensing lapses, Contractor will
be in default and become subject to contract termination unless issued a stay or waiver.
Manuals
1. Contractor must supply at the time of delivery, at least two (2) sets of complete operations and service
documentation covering the completed emergency vehicles as delivered and accepted (as per latest edition
of KKK-A-1822F).
2. Respondent must supply the following information with their response: Technical Specifications, Product
Brochures, Tear Sheets, Cut Sheets, Strippers, etc. which clearly show all the standard features and
capabilities of each listing being bid.
330544
Warranty
Contractors must comply with the minimum warranty and maintenance requirements described below for any
products or services provided under this Solicitation.
1. Contractor must furnish with response, and for all equipment sold through this H-GAC contract, the
manufacturer's general warranty, which must be honored by all the manufacturer's authorized service
locations.
2. All service/maintenance plan listings must clearly indicate the cost structure for such plans, clearly indicating
which costs and fees are included (such as: hourly labor rates, shop fees, supply fees, environmental fees).
3. The Contractor will handle all warranty claims and all work must be completed within ten (10) calendar days
after receipt of equipment/vehicle by the Contractor without cost to H-GAC or the Customer. Delayed
warranties must be available for all vehicles and equipment. Warranty start date will be effective the date
that the completed unit is placed into service by the Customer. The Contractor must furnish a delayed
warranty card/document for each unit delivered and/or advise the Customer of the procedures to be followed
for obtaining the delayed start of warranty coverage. Requests for delayed warranties will not exceed six
months after delivery.
4. Any and all documents necessary to effect manufacturer’s warranty must be properly applied for and
submitted by the Contractor. The Contractor will provide to H-GAC and the Customer a manufacturer’s
warranty which will be honored by any of the manufacturer’s authorized dealers and a complete copy must
be provided at the time of delivery. When additional warranties are available as standard, they must be
included as a part of the response for the benefit of H-GAC and Customer.
5. The patient compartment, all modifications to the OEM chassis by Contractor on the accepted unit,
equipment and parts will be guaranteed for a minimum period of one (1) year against defects in design,
materials, and workmanship. The warranty period will begin upon final acceptance of the equipment. This
warranty will cover parts and labor expenses.
6. On Type I & III emergency medical service MODULE the warranty period will be fifteen (15) years.
7. This warranty will be upgraded to its original status each time the module is remounted by Contractor, or a
Contractor authorized remount facility, not to exceed five (5) years above the original warranty.
8. In the event any component part of equipment or materials furnished under these specifications, or its
subsequent contract(s), becomes defective by reason of material or workmanship during said period, and
the end user agency immediately notifies Contractor of such defect, Contractor will, at no expense to the
End User agency or H-GAC, repair or replace equipment or component with new equipment or component.
9. Warranty of all system equipment is the sole responsibility of the Contractor under contract, but may be
performed by their certified, designated agent.
331545
3.5. Vehicle Requirements
All equipment and vehicles must be new and be the manufacturer’s latest and current model. Each vehicle must be
fully assembled, adjusted, serviced and ready for immediate and continuous operation upon delivery. If the
equipment or vehicle does not meet the specification requirements upon delivery, Contractor will be responsible for
correcting all deficiencies and making any corrections or adjustments needed to attain specification requirements.
All equipment and vehicles must conform to applicable local, state, federal requirements and must comply to all
applicable industry standards (examples: National Fire Protection Association (NFPA), Commission on Accreditation
of Ambulance Services (CAAS), Federal Specification for the Star-of-Life Ambulance (KKK-A-1822F), Occupational
Safety and Health Administration (OSHA)).
3.6. Service / Maintenance Plans and Parts
All service/maintenance plan listings must clearly indicate the cost structure for such plans, clearly indicating which
costs and fees are included (ex: hourly labor rates, shop fees, supply fees, environmental fees).
3.7. Labor Hours Definitions
If the awarded contract contains hours for labor related services, the following definitions will apply:
1. “Business Day” Monday through Friday
2. “Business Hours” Standard Business Hours 8 a.m. to 5 p.m.
3. “Regular Time” Work that occurs during standard business hours
4. “Emergency Time” Work that occurs outside standard business hours
3.8. Administrative Fee
For each purchase order processed under an awarded contract, H-GAC will directly invoice the contractor an
administrative fee (Order Processing Charge) applicable to the sale of all equipment and services submitted in
contractor’s response. It is the contractor’s responsibility to remit the administrative fee within thirty (30) days of
processing any customer’s purchase order, even if an invoice is not received from H -GAC. Contractor agrees that
H-GAC will have the right, with reasonable notice, to inspect its records pertaining to purchase orders processed
and the accuracy of the fees payable to H-GAC. For this solicitation the administrative fee is as follows:
Administrative Fee (per Purchase Order)
Category A – Ambulance: $1,000 per purchase order
Category B – Light/Medium Rescue Vehicle: $1,000 per purchase order
Category C – Specialty Vehicle/Equipment:
332546
Light Rescue/Special Service $1,000 per purchase order
Heavy Rescue/Special Service $2,000 per purchase order
All Trailers 2% per purchase order
Category D – EMS Vehicle Conversions: $1,000 per purchase order
Category E – Remount Services Only: $600 per purchase order
Category F – Remount on Contractor Supplied Chassis: $600 per purchase order
Category G –Electric/Alternative Fuel Vehicles Determined by category of vehicle
Category H –Service/Maintenance Plans: 2% per purchase order
Category I - Ambulance/Vehicle Parts and Supplies 2% per purchase order
Category J - Ambulance/EMS/Rescue Vehicle Options No separate fee - part of vehicle
3.9. Final Contract Deliverables
Contractor agrees to submit written quarterly reports to H-GAC detailing all transactions during the previous three
(3) month period. Reports must include, but are not limited, to the following information:
x Customer Name and address
x HGACBuy confirmation number
x Product/Service purchased, including Product Code, if applicable
x Customer Purchase Order Number
x Purchase Order Date
x Product/Service dollar amount
x HGACBuy Order Processing Charge amount
Reports must be provided to H-GAC in Excel or other acceptable electronic format by the 30th day of the month
following the quarter being reported. If Contractor defaults in providing Products or Services reporting as required by
the contract, recourse may be exercised through cancellation of the contract and other legal remedies as
appropriate.
333547
Attachment A
Braun Northwest, Inc.
Ambulances, EMS & Special Service Vehicles
Contract No.: AM10-23
Manufacturer Product Item Description Offered List
Price
HGACBuy
Discount
Category A - Ambulance
Braun
Northwest, Inc.AM23CA01 North Star - Type 1 - Ford F-350 4x4 - Diesel Engine - 147"L x 94"W x 72" HR 212,653.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA02 North Star - Type 1 - Ford F-350 4x4 - Diesel Engine - 155"L x 94"W x 72" HR 237,613.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA03 North Star - Type 1 - Ram 3500 4x4 - Diesel Engine - 147"L x 94"W x 72" HR 221,543.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA04 North Star - Type 1 - GMC K3500 4x4 - Diesel Engine - 147"L x 94"W x 72" HR 211,873.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA05 North Star - Type 1 - Chevrolet 4500 4x4 - Diesel Engine - 167"L x 94"W x 72" HR 239,292.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA06 North Star - Type 1 - Ford F-450 4x4 - Diesel Engine - 147"L x 94"W x 72" HR 231,346.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA07 North Star - Type 1 - Ford F-450 4x4 - Diesel Engine - 167"L x 94"W x 72" HR 235,296.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA08 North Star - Type 1 - Ram 4500 4x4 - Diesel Engine - 167"L x 94"W x 72" HR 244,557.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA09 North Star - Type 1 - Medium Duty - Ford F-650 4x2 - Diesel Engine - 167''L x 96''W x 72''
HR 266,552.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA10 North Star - Type 1 - Medium Duty - International - Diesel Engine - 167"L x 96''W x 72'' HR 269,771.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA11 North Star - Type 1 - Medium Duty - Freightliner - Diesel Engine - 167"L x 96''W x 72'' HR 275,270.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA12 North Star - Type 2 - MB Sprinter Van 156,817.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA13 North Star - Type 2 - Promaster Van 159,701.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA14 North Star - Type 2 - Ford Transit AWD Gas 164,638.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA15 North Star - Type 3 - Ford E-350 - Gas Engine - 147"L x 94"W x 72" HR 192,750.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA16 North Star - Type 3 - GMC G3500 - Gas Engine - 147"L x 94"W x 72" HR 199,296.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA17 North Star - Type 3 - Ford E-450 - Gas Engine - 167"L x 94"W x 72" HR 199,690.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA18 North Star - Type 3 - GMC 4500 - Gas Engine - 167"L x 94"W x 72" HR 204,991.00$ -$ 1,500.00
Category B - Light/Medium EMS Rescue Vehicle
Braun
Northwest, Inc.AM23CB01 North Star - Fire Rescue - Ford F-550 4x4 Crew Cab - Diesel Engine - 116"L x 94"W 199,255.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB02 North Star - Fire Rescue - Ford F-550 4x4 Regular Cab - Diesel Engine - 116"L x 94"W 191,824.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB03 North Star - Fire Rescue - Ram 5500 4x4 Crew Cab - Diesel Engine - 116"L x 94"W 207,228.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB04 North Star - Fire Rescue - Ram 5500 4x4 Regular Cab - Diesel Engine - 116"L x 94"W 199,338.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB05 North Star - Fire Rescue - Ford F-550 4x4 Crew Cab - Diesel Engine - 147"L x 94"W 200,248.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB06 North Star - Fire Rescue - Ford F-550 4x4 Regular Cab - Diesel Engine - 147"L x 94"W 193,322.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB07 North Star - Fire Rescue - Ram 5500 4x4 Crew Cab - Diesel Engine - 147"L x 94"W 208,726.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB08 North Star - Fire Rescue - Ram 5500 4x4 Regular Cab - Diesel Engine - 147"L x 94"W 200,836.00$ -$ 1,500.00
1
334548
Braun
Northwest, Inc.AM23CB09 North Star - Fire Rescue - Ford F-550 4x4 Regular Cab - Diesel Engine - 167"L x 94"W 198,322.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB10 North Star - Fire Rescue - Ram 5500 4x4 Regular Cab - Diesel Engine - 167"L x 94"W 205,836.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB11 North Star - Fire Rescue - Ford F-550 4x4 Regular Cab - Diesel Engine - 192"L x 94"W 220,140.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB12 North Star - Fire Rescue - Ram 5500 4x4 Regular Cab - Diesel Engine - 192"L x 94"W 226,270.00$ -$ 1,500.00
Category C - Other Specialty Vehicle or Equipment
Braun
Northwest, Inc.AM23CC01 North Star - Prisoner Transport - Ford E-350 - Gas Engine - 138"L x 94"W x 57.875''HR 140,354.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC02 North Star - Prisoner Transport - Ford F-350 4x4 - Diesel Engine - 143"L x 94"W x
57.75"HR 155,542.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC03 North Star - Prisoner Transport - Ford F-450 4x2 Regular Cab - Diesel Engine - 191"L x
94"W x 72.875"HR 196,087.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC04 North Star - Prisoner Transport - Ford F-550 4x2 - Regular Cab - Diesel Engine - 197''L x
94''W x 73'' HR 213,909.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC05 North Star - Prisoner Transport - Freightliner M2 4x2 - Regular Cab - Diesel Engine - 197''L
x 94'' W x 73''HR 245,915.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC06 North Star - Prisoner Transport - Ford F-650 4x2 - Super Cab - Diesel Engine - 197''L x 94''
W x 73''HR 246,335.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC07 North Star - Prisoner Transport - Ram 4500 4x2 - Regular Cab - Gas Engine - 197"L x 94"W
x 72 "HR 217,020.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC08 North Star - EOD Command - Ford F-550 4x4 - Regular Cab - Diesel Engine - 191''L x 94''
W x 80'' HR 274,359.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC09 North Star - EOD Command - International MV607 4x2 - Crew Cab - Diesel Engine - 222''L
x 100''W x 84''HR 364,112.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC10 North Star - SWAT Command - Ford F-550 4x4 - Regular Cab - Diesel Engine - 192''L x 94''
W x 78'' HR 234,524.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC11 North Star - Hazardous Materials Command - Ford F-550 4x4 - Regular Cab - Diesel Engine -
189''L x 96'' W x 72'' HR 273,464.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC12 North Star - Crime Scene Command - Ford F-350 4x4 - Diesel Engine - 147''L x 94''W x
72''HR 228,796.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC13 North Star - Mobile Command - Ford F-650 4x2 - Diesel Engine - 196''L x 94''W x 76''HR 290,290.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC14 North Star - Wildland Crew Body - 198''L x 98''W x 78'' HR 215,849.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC15 North Star - Command Van - Transit AWD - Gas 152,873.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC16 North Star - Prisoner Transport - Freightliner M2 106 Plus 4x2 - Diesel Engine - 351"L x
102"W x 117" HR 494,629.00$ -$ 1,500.00
Category E - Remount Services Only
Braun
Northwest, Inc.AM23CE01 North Star - Remount of Northstar Module 56,159.00$ -$ 1,500.00
Category F - Remount on Contractor Supplied Chassis
Braun
Northwest, Inc.AM23CE02 North Star - Remount of Northstar Module - Ford F-350 4x4 - Regular Cab - Diesel Engine 129,926.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE03 North Star - Remount of Northstar Module - Ford F-450 4x4 - Regular Cab - Diesel Engine 138,950.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE04 North Star - Remount of Northstar Module - Ford E-350 4x2 - Regular Cab - Gas Engine 102,267.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE05 North Star - Remount of Northstar Module - Ford E-450 4x2 - Regular Cab - Gas Engine 104,412.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE06 North Star - Remount of Northstar Module - GMC G3500 4x2 - Regular Cab - Gas Engine 93,569.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE07 North Star - Remount of Northstar Module - GMC G4500 4x2 - Regular Cab - Gas Engine 94,973.00$ -$ 1,500.00
2
335549
Braun
Northwest, Inc.AM23CE08 North Star - Remount of Northstar Module - Chevrolet 4500 4x4 - Regular Cab - Diesel
Engine 139,889.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE09 North Star - Remount of Northstar Module - Ram 3500 4x4 - Regular Cab - Diesel Engine 131,139.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE10 North Star - Remount of Northstar Module - Ram 4500 4x4 - Regular Cab - Diesel Engine 150,204.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE11 North Star - Remount of Northstar Module - International MV607 4x2 - Regular Cab - Diesel
Engine 175,328.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE12 North Star - Remount of Northstar Module - Freightliner M2 4x2 - Regular Cab - Diesel
Engine 168,352.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE13 North Star - Remount of Northstar Module - Ford F-650 4x2 - Regular Cab - Diesel Engine 168,509.00$ -$ 1,500.00
3
336550
Certificate Of Completion
Envelope Id: E4D77477E07A45AEA42F916BF5C46EDC Status: Completed
Subject: Cooperative Agreement - Contract - Braun Northwest, Inc. - Public Services - ID: 11091
Source Envelope:
Document Pages: 30 Signatures: 2 Envelope Originator:
Certificate Pages: 2 Initials: 0 Houston-Galveston Area Council
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-06:00) Central Time (US & Canada)
3555 Timmons Lane, Suite 120
Houston, TX 77027
contracts@h-gac.com
IP Address: 12.11.127.21
Record Tracking
Status: Original
10/16/2023 8:15:13 AM
Holder: Houston-Galveston Area Council
contracts@h-gac.com
Location: DocuSign
Signer Events Signature Timestamp
Tami McCallum
tamimccallum@braunnw.com
VP of Sales
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 50.206.254.2
Sent: 10/16/2023 8:16:26 AM
Viewed: 10/16/2023 9:46:52 AM
Signed: 10/16/2023 10:16:43 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Charles Wemple
charles.wemple@h-gac.com
Executive Director
Houston-Galveston Area Council
Security Level: Email, Account Authentication
(None)
Signature Adoption: Uploaded Signature Image
Using IP Address: 174.203.73.140
Signed using mobile
Sent: 10/16/2023 10:16:45 AM
Viewed: 10/23/2023 8:54:35 AM
Signed: 10/23/2023 8:54:45 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 10/16/2023 8:16:26 AM
Certified Delivered Security Checked 10/23/2023 8:54:35 AM
Signing Complete Security Checked 10/23/2023 8:54:45 AM
337551
Envelope Summary Events Status Timestamps
Completed Security Checked 10/23/2023 8:54:45 AM
Payment Events Status Timestamps
338552
339
340
Attachment C
341
City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-1068 Agenda Date:10/23/2024
Version:1 Item #:12.
Report regarding a Resolution approving Budget Amendment Number 25.025 appropriating $600,000 from the
Park Land Acquisition Fee Fund (Fund 805) to acquire and maintain a portion of 701 Spruce Avenue (APN 012
-131-040) to preserve a public access trail and authorizing the City Manager to enter into a Purchase and Sale
Agreement for the acquisition.(Tony Rozzi, Deputy Economic and Community Development Director)
RECOMMENDATION
Staff recommend City Council adopt a Resolution:
1) Approving Budget Amendment Number 25.025 appropriating $600,000 to acquire and preserve a
public access trail created from 701 Spruce Avenue in South San Francisco, from the Park
Land Acquisition Fee Fund (Fund 805); and
2) Authorizing the City Manager to enter into a Purchase and Sale Agreement with the seller, Tianyi
Zhang, in substantially the form attached to the associated Resolution.
BACKGROUND
Sign Hill Park Access through 701 Spruce Avenue
The City’s Sign Hill Park open space provides certain public hiking trails. One of these trails is situated
between Ridgeview Court and Spruce Avenue and is partially located on a private parcel at 701 Spruce Avenue
(APN: 012-131-040). The City has previously examined the location and history of this portion of the trail and
holds the position that the City and public have a right to use it as a result of an “implied dedication”,
sometimes also referred to as a “prescriptive easement under California law by virtue of satisfying certain
statutory requirements. For example, City staff has continuously accessed and maintained this trail, and it has
been devoted to public use for at least thirty (30) years. The owner has disagreed with the City’s position.
The property owner of 701 Spruce Avenue submitted preliminary applications to the City in 2020 with the
intention of developing the rear portion of his lot - the property owner proposed to divide the parcel into four
lots and re-align the public trail route and trailhead. The public trail at issue leads up to Sign Hill Park from
both Spruce Avenue and Diamond Avenue/Telford Road. The City controls the adjacent parcel at 704 Spruce
Avenue. The owner did not proceed with the proposal to develop a steep slope with new development because
the project would require access across 704 Spruce Avenue from Telford Avenue, and neighbor objections.
Since that time, public use and City maintenance of the trail have continued, but the owner has continued to
object to public use, citing noise, illegal dumping, debris, and wildfire risk from illegal fireworks. The City and
property owner have not been able to resolve their disagreement.
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File #:24-1068 Agenda Date:10/23/2024
Version:1 Item #:12.
Proposal by Seller to Resolve Dispute
The owner of 701 Spruce Avenue, Tianyi Zhang, recently approached the City and proposed a solution - selling
a portion of their parcel that contains the trailhead to Sign Hill from Spruce Avenue (Attachment 1) and the
upper trail regularly accessed by the public to climb Sign Hill on the eastern face (the “Property”). He has held
the property since 2018, purchasing it from a long-time owner that had lived on the property, or had family
living on the property, since 1953.
The Seller asserts that they were not previously informed during their purchase that the trailhead and upper
portion of the trail accessing Sign Hill from Spruce Avenue was in fact located with the property boundaries of
701 Spruce Avenue - they understood that the entire trail was on adjacent City controlled property at 704
Spruce Avenue.
The City, particularly the Park and Recreation Department, has a vested interest in preserving the trailhead and
trail access to Sign Hill Park as this is consistent with the General Plan’s vision for open space and recreation
access and the trail has been in regular use for at least thirty years. The Property remains in its mostly natural
state as an access trail and the trailhead contains signage, refuse collection, and simple stairs maintained by the
Parks and Recreation Department, as needed.
After consideration and the threat of losing a portion of the upper trail that accesses Sign Hill Park, Council
directed staff to study the Property for potential acquisition to preserve public access.
DISCUSSION
Appraisal and Negotiations
City Council met in closed session on June 19, 2023 and about one year later on June 26, 2024 to discuss the
possible acquisition of the Property as a resolution to the public access dispute. The City also commissioned an
appraisal, considered the Seller’s submitted appraisal, and evaluated the public cost of losing trail access to
form the basis of its price negotiations. Both appraisals are attachments and while they differ in valuation, staff
negotiated a median agreement point, balancing the need to use available fund balance from the Park Land
Acquisition Fee Fund (Fund 805) judiciously while assigning value to preserving the entire trail as permanently
publicly accessible.
After completing this work, staff began to negotiate with Tianyi “Sky” Zhang. Initially, a much larger parcel
was proposed for purchase with a higher price. Staff, under Council direction, negotiated for a limited parcel
that solely preserved the trailhead and upper trail and minimized land acquisition otherwise. Ultimately, Tianyi
Zhang accepted the City’s best and final offer of $600,000 to acquire a parcel that includes the trailhead from
Spruce Avenue and the upper trail currently located on 701 Spruce Avenue. The area was then staked out by
City staff and the draft parcel map created for consideration. This parcel would be merged with the City’s 704
Spruce Avenue parcel through a lot line adjustment application and provide continuous public access to Sign
Hill Park’s eastern face from Spruce Avenue/Telford Avenue.
Future Property Uses
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File #:24-1068 Agenda Date:10/23/2024
Version:1 Item #:12.
The Property would remain in its current rustic state - this trail has been in continuous use for over thirty years
and does not meet modern standards. But public access from Spruce Avenue towards Telford Avenue or up a
portion of the eastern face of Sign Hill Park would now be assured. Although the property’s valuation is based
on a potential use as single family residential, the City’s intent is only to preserve the access to open space - no
future development is contemplated, and use of the City’s Park Land Acquistion Fee Fund (Fund 805)
precludes other uses.
Purchase and Sale Agreement
At the time that this staff report was completed, some details of the Purchase and Sale Agreement (PSA) for
acquisition of the Property were still being negotiated, particularly the duration of due diligence. The City
intends to conduct an Environmental Site Assessment (ESA) Phase 1 study to ensure there is no environmental
liability that the City is purchasing. But because of the need to complete the acquisition in a timely manner for
the Seller, staff is seeking Council approval for the PSA in substantially the form attached and authorization for
the City Manager to execute the PSA once the final details have been negotiated, as long as the final terms do
not unreasonably increase the City’s obligations above those reflected in the draft PSA attached to the
associated Resolution, and subject to review by the City Attorney.
Closing Escrow
Per the attached Term Sheet and draft PSA attached to the Resolution, the City is obligated to close escrow
within 30 days after recording of the parcel map that creates the acquisition parcel or 180 days from the
effective date of the PSA. This includes undertaking the ESA Phase 1 and receiving confirmation from the
City’s insurer that the properties are either insurable under the City’s current plan or for an additional fee.
Currently, the ESA Phase 1 request through the City’s on-call consultants is prepped and ready and should be
completed shortly after this Council meeting.
Environmental Review
The City will maintain and operate the existing facility as-is and therefore acquisition of the Property is
categorically exempt from review under the California Environmental Quality Act (“CEQA”) pursuant to
CEQA Guidelines Section 15301, which applies to operation and maintenance of existing facilities and
structures. If the City Council decides to undertake a project on the property in the future, it will undertake
environmental review under CEQA at the earliest feasible time.
FISCAL IMPACT
There is no impact to the General Fund associated with adopting the Resolution. The $600,000 appropriation
will be drawn from available fund balance from the City’s Park Land Acquisition Fee Fund (Fund 805), which
as of writing, had a balance of $3.1 million. Of which, $2.4 million has been obligated for other uses, leaving a
current available fund balance of approximately $700,000.
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File #:24-1068 Agenda Date:10/23/2024
Version:1 Item #:12.
CONCLUSION
Ultimately, this acquisition presents an excellent opportunity for the City to control and preserve a public trail
accessing Sign Hill Park. Staff recommends that the City Council adopt a Resolution:
1)Approving Budget Amendment Number 25.025 appropriating $600,000 to acquire and preserve a public
access trail created from 701 Spruce Avenue in South San Francisco, from the Park Land Acquisition
Fee Fund (Fund 805); and
2)Authorizing the City Manager to enter into a Purchase and Sale Agreement with the seller, Tianyi
Zhang, in substantially the form attached to the associated Resolution.
Attachments:
1. DRAFT Acquisition Parcel attached for reference only - Final to be included in Final PSA
2. Seller Appraisal
3. City Appraisal
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*** PRELIMINARY PRINT 10/14/2024 ***
34
6
APPRAISAL OF
Excess Land Property
701 Spruce Avenue
South San Francisco, California
PREPARED FOR
Mr. Sky Zhang
South San Francisco, California
Effective Date of Value: September 15, 2021
Date of Report: October 7, 2021
PREPARED BY
Joseph I. Napoliello, MAI
South San Francisco, California
347
APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA PAGE 2.
Joseph I. Napoliello, MAI
Commercial – Industrial – Residential – Real Estate Appraisal and Consultation
840 Olive Avenue #3, So. San Francisco, CA 94080 415-309-6728 Joe@JNval.com
October 7, 2021
Mr. Sky Zhang
701 Spruce Avenue
South San Francisco, California 94080
Re: Appraisal of
Excess Land Property
701 Spruce Avenue
South San Francisco, California
Our Job # 2021470
Dear Mr. Zhang:
In accordance with your recent request and authorization, I have inspected and
appraised the excess land property at 701 Spruce Avenue in the City of
South San Francisco, County of San Mateo, California. There is currently a Larger
Parcel comprised of approximately 40,974 square feet of land and a single-family
residence. The excess land (Excess Parcel) is comprised of approximately 25,763
square feet of vacant land at the rear of the existing residence. The appraisal was made
to provide an independent opinion of market value in the undivided fee simple interest in
the property as of September 15, 2021, the date of the most recent physical visit to the
property.
The accompanying report has been prepared for your use for excess land valuation
purposes and may not be used by or distributed to any other parties without my written
consent.
The report, which has been prepared to the standards addressed in the Uniform
Standards of Professional Appraisal Practice (USPAP), describes in narrative fashion
the area, neighborhood, site, improvements, highest and best use, and my method of
appraisal. It contains the pertinent data considered in reaching my valuation
conclusions. Please note, in particular, the Statement of Limiting Conditions and
Assumptions found in the report.
348
Page 3.
APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
The property was inspected and appraised by Joseph I. Napoliello, MAI, without
significant professional assistance from any other persons. I performed an appraisal
process using data and analyses considered necessary to produce a credible value
conclusion(s) and prepared an appraisal report as described in USPAP.
Based on my visual inspection of the site and improvements, investigation, and
analyses undertaken, I have formed the opinion that as of September 15, 2021, and
subject to the definition of value, assumptions and limiting conditions, and certification
contained in the report, the Excess Parcel property had an undivided fee simple market
value, as is, of
EIGHT HUNDRED TWENTY THOUSAND DOLLARS
($820,000)
Extraordinary Valuation Assumption: The global outbreak of a “novel coronavirus”
known as COVID-19 was officially declared a pandemic by the World Health Organization
(WHO) in March 2020. The reader is cautioned, and reminded, that the conclusions
presented in this appraisal report apply only as of the effective date(s) indicated. The
appraiser makes no representation as to the effect on the subject property of any
unforeseen event after the effective date of the appraisal.
The valuation is based on the supposition that the excess property (residual lot) can be severed
from the residential parcel at 701 Spruce Avenue. A hypothetical condition assumes something
about the property that is contrary to known fact but is supposed for valuation purposes. The
use of this condition may have an affect on the assignment results and the appraiser reserves
the right to review the valuation conclusions should additional information become available.
This letter of transmittal is not intended to be a report of my data and conclusions. The
report, which follows, must be read in its entirety to allow the user to fully comprehend
the market data I relied on, my value conclusions, assumptions, and limiting conditions.
The above value opinions do not include any personal property, fixtures, or intangibles.
Respectfully submitted,
Joseph I. Napoliello, MAI
Certified General Real Estate Appraiser
CA #AG003794
349
Page 4.
APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
Table of Contents
BASIC PROPERTY DATA ............................................................................................. 6
STATEMENT OF LIMITING CONDITIONS AND ASSUMPTIONS .............................. 10
CERTIFICATION........................................................................................................... 13
SCOPE OF WORK ....................................................................................................... 14
DESCRIPTION OF PROPERTY UNDER APPRAISAL ................................................ 15
Market Area: .............................................................................................................. 15
City of South San Francisco ...................................................................................... 15
Neighborhood Description ......................................................................................... 17
Analyses and Conclusions ......................................................................................... 18
Real Estate Under Appraisal: .................................................................................... 21
Site Characteristics: ............................................................................................... 21
Property History and Taxes: ................................................................................... 23
Building Improvements: .......................................................................................... 23
MARKET TRENDS, HIGHEST AND BEST USE AND METHODOLOGY .................... 30
Market Trends: .......................................................................................................... 30
Comments on Market Trends .................................................................................... 31
Subject Analysis: ....................................................................................................... 34
Highest and Best Use As If Vacant – Larger Parcel: ................................................. 34
Methodology: ............................................................................................................. 40
LAND VALUATION ...................................................................................................... 41
Land Market Data ...................................................................................................... 41
Analysis and Value Conclusion ................................................................................. 53
Price Per Square Foot ............................................................................................... 55
Price Per DU .............................................................................................................. 56
Price per FAR Foot .................................................................................................... 58
Reconciliation ............................................................................................................ 61
Residual Value of Excess Parcel ............................................................................... 63
Marketing/Exposure Time Estimate ........................................................................... 64
Table of Exhibits
Figure 1 - Area Map ...................................................................................................... 19
Figure 2 - Neighborhood Map ....................................................................................... 20
Figure 3 - Plat Map ........................................................................................................ 24
Figure 4 - Survey Map ................................................................................................... 25
Figure 5 - Views of Subject ........................................................................................... 26
Figure 6 - Summary of Comparable Land Sales ........................................................... 42
350
Page 5.
APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
Figure 7 - Land Sales Location Map.............................................................................. 43
Figure 8 - Land Sales Comparison Grid – Per Sq. Ft. ................................................... 50
Figure 9 - Price Per Dwelling Unit Adjustment Grid ....................................................... 57
Figure 10 - Price Per FAR Ft. Adjustment Grid ............................................................. 59
Addenda
Definitions
Qualifications of Appraiser
351
Page 6.
APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
SUMMARY OF APPRAISAL
BASIC PROPERTY DATA
PROPERTY ADDRESS: 701 Spruce Avenue
South San Francisco
California 94080
APN: 012-131-040
OWNER:Sky Zhang Tianyi Trust
ZONING:RL-8, Low Density Residential, under the jurisdiction of
the City of South San Francisco
PRESENT USE:Excess land property
HIGHEST AND BEST
USE:
Future residential development
LAND AREA: Larger Parcel
+40,974 square feet or +0.941 acres
Excess Land (Excess Parcel)
+25,763 square feet or +0.591 acres
PROPERTY
DESCRIPTION:
The site is improved with a single-family residence. This
appraisal is of excess land behind the existing property
and no valuation of the residence is intended.
PROPERTY RIGHTS TO
BE VALUED:
Fee simple
EFFECTIVE DATE OF
VALUE:
September 15, 2021
DATE OF REPORT: October 7, 2021
CLIENT: Mr. Sky Zhang
701 Spruce Avenue
South San Francisco, California 94080
INTENDED USE OF
REPORT:
This appraisal is intended to assist the owner in possibly
selling the excess land.
352
Page 7.
APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
OTHER INTENDED
USERS OF THE
REPORT:
None
FORM OF REPORT: USPAP Standard 2-2 Appraisal Report
CONDITIONS OF
ASSIGNMENT:
The global outbreak of a “novel coronavirus” known as
COVID-19 was officially declared a pandemic by the
World Health Organization (WHO) in March 2020. The
reader is cautioned, and reminded, that the conclusions
presented in this appraisal report apply only as of the
effective date(s) indicated. The appraiser makes no
representation as to the effect on the subject property of
any unforeseen event after the effective date of the
appraisal.
The valuation is also based on the supposition that the excess
property can be severed from the residential parcel at
701 Spruce Avenue. A hypothetical condition assumes
something about the property that is contrary to known fact but
is supposed for valuation purposes. The use of this condition
may have an affect on the assignment results and the
appraiser reserves the right to review the valuation conclusions
should additional information become available.
See statement of limiting conditions, assumptions and
appraiser’s certification which follow.
VALUATION
CONCLUSION:
Larger Parcel - $1,475,000, as if vacant, as of the date of
valuation and subject to the stated limiting conditions,
assumptions and certification
Excess Parcel - $820,000, as vacant, as of the date of
value and subject to the stated limiting conditions,
assumptions and certification
353
Page 8.
APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
Unit of Comparison Indicators /Unit
Per Sq. Ft.: $1,536,525 $37.50
Per DU: $1,500,000 $375,000
Per FAR Ft. $1,480,000 $185
Reconciled - As Vacant $1,500,000
Demolition Cost -$19,950
Value - As Is $1,480,050
Rounded to $1,475,000
Value of Larger Parcel $1,475,000
Less Front Parcel -$400,000
Less Subdivision Costs -$50,000
Less Cost Differential -$208,000
Residual Value $817,000
Rounded to $820,000
Back Lot/Sq. Ft. 25,763
Value/Sq. Ft. $31.83
354
Page 9.
APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
Views of Subject
Front View
Street Scene
355
Page 10.
APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
STATEMENT OF LIMITING CONDITIONS AND ASSUMPTIONS
This appraisal is made subject to the following extraordinary limiting conditions or
assumptions:
The global outbreak of a “novel coronavirus” known as COVID-19 was officially declared a
pandemic by the World Health Organization (WHO) in March 2020. The reader is cautioned,
and reminded, that the conclusions presented in this appraisal report apply only as of the
effective date(s) indicated. The appraiser makes no representation as to the effect on the
subject property of any unforeseen event after the effective date of the appraisal.
The valuation is based on the supposition that the excess property can be severed from the
residential parcel at 701 Spruce Avenue. A hypothetical condition assumes something about the
property that is contrary to known fact but is supposed for valuation purposes. The use of this
condition may have an affect on the assignment results and the appraiser reserves the right to
review the valuation conclusions should additional information become available.
Use of or reliance on this appraisal or appraisal report, regardless of whether such use or
reliance is known or authorized by the appraiser, constitutes acknowledgment and acceptance
of these general assumptions and limiting conditions, any extraordinary assumptions or
hypothetical conditions, and any other terms and conditions
stated in this report.
This appraisal report has been made with the following general assumptions:
1. No responsibility is assumed for the legal description provided or for matters pertaining
to legal or title considerations. Title to the property is assumed to be good and
marketable unless otherwise stated.
2. The property is appraised free and clear of any or all liens or encumbrances unless
otherwise stated.
3. Responsible ownership and competent property management are assumed.
4. The information furnished by others is believed to be reliable, but no warranty is given
for its accuracy. We have not attempted to independently verify any rental, income, or
expense data provided to us.
5. It is assumed that the reader or user of this report has been provided with copies of
available building plans and all leases and amendments, if any, that encumber the
property.
6. If no legal description was furnished, the appraiser used the county tax plat to ascertain
the physical dimensions and acreage of the property. Should a survey prove this
information to be inaccurate the appraiser reserves the right to review any value
conclusions.
7. All engineering studies are assumed to be correct. The plot plans and illustrative
material in this report are included only to help the reader visualize the property.
8. It is assumed that there are no hidden or unapparent conditions of the property, subsoil,
or structures that render it more or less valuable. No responsibility is assumed for such
conditions or for obtaining the engineering studies that may be required to discover
them.
356
Page 11.
APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
9. It is assumed that the property is in full compliance with all applicable federal, state, and
local environmental regulations and laws unless the lack of compliance is stated,
described, and considered in the appraisal report.
10. It is assumed that all water, sewer facilities and utilities (whether existing or proposed)
are or will be in good working order, are safe for use, and are or will be sufficient to
serve the current or proposed uses of the subject property or any structures or other
improvements. Determining and reporting on such matters were not part of the scope of
work for this assignment.
11. It is assumed that the property is in compliance with all applicable federal, state and
local laws, ordinances, regulations, building standards, use restrictions and zoning
unless the lack of compliance is stated in the appraisal report. Determining and reporting
on such compliance were not part of the scope of work for this assignment.
12. Any proposed improvements are assumed to have been completed unless otherwise
stipulated, so any construction is assumed to conform with the building plans referenced
in the report.
13. It is assumed that all required licenses, certificates of occupancy, consents, and other
legislative or administrative authority from any local, state, or national government or
private entity or organization have been or can be obtained or renewed for any use on
which the value opinion contained in this report is based.
14. It is assumed that the use of the land and improvements is confined within the
boundaries or property lines of the property described and that there is no encroachment
or trespass unless noted in the report.
15. It is assumed that the property has been adequately exposed for a reasonable time in
advance of the effective date of this report. In a market value appraisal there is the
assumption of hypothetical sale as of the date of value. It is further assumed that the
exposure or marketing effort was commensurate with the type of real property interest,
the use of the property, its market value, and the likely buyer.
16. Unless otherwise stated in this report, the past or current existence of hazardous
materials or environmental contamination on, below or near the subject property was not
observed or known by the appraiser. The appraiser, however, is not qualified to detect
such substances or to make determinations about their presence. The presence of
substances such as asbestos, urea-formaldehyde foam insulation and other potentially
hazardous materials or environmental contamination may affect the value of the
property. Unless otherwise stated, the value estimated is predicated on the assumption
that there is no such material on, below or affecting the property that would cause a loss
in value. No responsibility is assumed for such conditions or for any expertise or
engineering assistance required to discover them. The intended user is urged to retain
an expert in this field, if desired.
This appraisal report has been made with the following general limiting conditions:
1. Any allocation of the total opinion of value estimated in this report between the land and
the improvements applies only under the stated program of utilization. The separate
values allocated to the land and buildings must not be used in conjunction with any other
appraisal and are invalid if so used.
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2. Any opinions of value provided in the report apply to the entire property, and any
proration or division of the total into fractional interests will invalidate the opinion of
value, unless such proration or division of interests has been set forth in the report.
3. For proposed construction, only preliminary plans and specifications were available for
use in the preparation of this appraisal; the analysis, therefore, is subject to a review of
the final plans and specifications when available.
4. Possession of this report, or a copy thereof, does not carry with it the right of publication.
5. The appraiser, by reason of this appraisal, is not required to give further consultation or
testimony or be in attendance in court with reference to the property in question unless
arrangements have been previously made.
6. Neither all nor any part of the contents of this report (especially any conclusions as to
value, the identity of the appraiser, or the firm with which the appraiser is connected)
shall be disseminated to the public through advertising, public relations, news, sales, or
other media without the prior written consent and approval of the appraiser.
7. The forecasts, projections, or operating estimates contained herein are based on current
market conditions, anticipated short-term supply and demand factors, and a continued
stable economy. These forecasts are, therefore, subject to changes with future
conditions.
8. The Americans with Disabilities Act (ADA) became effective January 26, 1992. The
appraiser has not made a specific compliance survey or analysis of the property to
determine whether or not it is in conformity with the various detailed requirements of
ADA. It is possible that a compliance survey of the property and a detailed analysis of
the requirement of the ADA would reveal that the property is not in compliance with one
or more of the requirements of the act. If so, this fact could have a negative impact upon
the value of the property. Since the appraiser has no direct evidence relating to this
issue, possible noncompliance with the requirements of ADA was not considered in
estimating the value of the property.
9. This report has been prepared specifically for the stated use and benefit of the client, as
named in the introduction, and may not be used by any other party without prior written
consent and approval of the appraiser.
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CERTIFICATION
I certify that to the best of my knowledge and belief:
x The statements of fact contained in this report are true and correct.
x The reported analyses, opinions, and conclusions are limited only by the reported
assumptions and limiting conditions, and are my personal, impartial, unbiased
professional analyses, opinions, and conclusions.
x I have no present or prospective interest in the property that is the subject of this report,
and I have no personal interest or bias with respect to the parties involved.
x I have performed no services, as an appraiser or in any other capacity, regarding the
property that is the subject of this report within the three-year period immediately
preceding the agreement to perform this assignment.
x I have no bias with respect to the property that is the subject of this report or to the
parties involved with this assignment.
x My engagement in this assignment was not contingent on developing or reporting
predetermined results.
x My compensation for completing this assignment is not contingent upon the
development or reporting of a predetermined value or direction in value that favors the
cause of the client, the amount of the value opinion, the attainment of a stipulated result,
or the occurrence of a subsequent event directly related to the intended use of this
appraisal. My value conclusion(s), as well as other opinions expressed herein, are not
based on a requested minimum valuation, a specific valuation, or the approval of a loan.
x My analyses, opinions, and conclusions were developed, and this report has been
prepared, in conformity with the requirements of the Code of Professional Ethics and
Standards of Professional Appraisal Practice of the Appraisal Institute and the Uniform
Standards of Professional Appraisal Practice.
x I certify that the use of this report is subject to the requirements of the Appraisal Institute
relating to review by its duly authorized representatives.
x As of the date of the report, I have completed the requirements of the continuing
education program of the Appraisal Institute.
x I, the undersigned, have made a personal inspection of the property that is the subject of
this report.
x No other persons provided significant professional assistance to the person(s) signing
this report.
Joseph I. Napoliello, MAI
Certified General Real Estate Appraiser
CA Certificate #AG003794
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SCOPE OF WORK
In preparing this appraisal, the appraiser:
1. Inspected the subject site and the improvements,
2. collected and analyzed regional, city and neighborhood data,
3. collected and analyzed pertinent data on the physical and legal characteristics of the
site and improvements including environmental issues, zoning data, legal description
and other related matters,
4. collected, verified, and analyzed comparable land sales data,
5. analyzed the highest and best use of the property,
6. developed an independent opinion of market value using the sales comparison and
income approaches to value and reconciled the indications to a final opinion of
value.
Market data was developed from a number of data services and contacts with real
estate brokers and other appraisers.
The property was inspected by Joseph Napoliello, MAI. No other persons provided
significant professional assistance in the valuation of the property or the writing of the
report to the appraiser.
The comparables selected for analysis of the value of the property have been confirmed
with at least one of the principals to the transactions or their employees or brokers or
agents involved or through two separate, independent sources. The appraiser also
relied on public data from the assessor's and recorder's offices and the planning
department to supplement direct contacts. These findings are presented in a narrative
report format and the type of data and analyses necessary to produce a credible
appraisal of the property have been applied.
The appraisal process and development of the report were intended to meet the
standards outlined in the Uniform Standards of Professional Appraisal Practice
(USPAP) and the Code of Ethics of the Appraisal Institute. The appraiser has over 30
years of appraisal experience and is familiar with the subject property type and market.
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DESCRIPTION OF PROPERTY UNDER APPRAISAL
Market Area:
The property under appraisal is located in the City of South San Francisco. It is further
located in northern San Mateo County, one of the nine counties that make up the San
Francisco Bay Area. The city is situated between the San Francisco Bay and Interstate
280 just south of San Bruno Mountain. It is bounded on the north by the City of
Brisbane, on the east by San Francisco Bay, to the south by the City of San Bruno and
to the west by the city of Pacifica.
The San Francisco Bay Area is the fourth
largest metropolitan area in the United
States. It has a total population of over
seven million. Located approximately 350
miles northwest of Los Angeles, the Bay
Area is a center of international commerce
and a popular tourist destination, as well.
The largest cities are San Jose, San
Francisco and Oakland. San Francisco is a
major headquarters city with over 80
million square feet of office space in its
downtown. San Jose, at the heart of the
Silicon Valley, is now the most populous
city in the area. It is also a major
headquarters city and the center of the
technology industry in California. Oakland is a major port and industrial city with a
smaller, but still significant commercial presence. San Mateo County is centrally located
between San Francisco and San Jose and the Pacific Ocean and the San Francisco
Bay. The County of San Mateo, set on the San Francisco Peninsula between
San Francisco and San Jose, benefits from a good location between major metropolitan
centers. The county is the home of some major international corporations, and the
population is well educated and enjoys a high level of income. Growth has stabilized at
under 1% per year, and property prices are high. It should continue to be a desirable
location to live and work into the foreseeable future.
City of South San Francisco
The subject property is located in the incorporated city of South San Francisco,
San Mateo County, California. South San Francisco is located eight miles south of
downtown San Francisco, 400 miles north of Los Angeles, and immediately north of
San Francisco International Airport. The city has, for many years, had a significant
industrial base and it has also been a popular bedroom community for San Francisco to
the north.
Bay Area Population
Land
Area Density
Density 2021 Sq. Mi./ Sq. Mi.
Alameda 1,656,591 737.6 2,245.9
Contra Costa 1,153,854 719.9 1,602.8
Marin 257,774 519.8 495.9
Napa 137,637 753.7 182.6
San Francisco 875,010 46.7 18,736.8
San Mateo 765,245 449.1 1,704.0
Santa Clara 1,934,171 1,290.7 1,498.5
Solano 438,527 829.2 528.9
Sonoma 484,207 1,575.9 307.3
Totals 7,703,016 6,922.6 1,112.7
Source: State of California, Department of Finance,
E-5 Population and Housing Estimates for
Cities, Counties and the State; County Profiles
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The population of South
San Francisco increased
from 46,646 to 67,135
between 1970 and 2021.
While many of the houses
in South San Francisco
are older, there has been more recent development in the western portion of the city
near Interstate 280 and along the lower elevations of San Bruno Mountain at the city's
northern edge. There is also new higher-density apartment development in the
downtown area, as well. Households are larger in South San Francisco (3.1) than the
county as a whole (2.84).
Public school students generally score in the 60th percentile in reading and math. There
are ten elementary schools, three middle schools and three high schools in the South
San Francisco Unified School District and the elementary schools provide day care
programs. The city has fourteen parks and playgrounds, several golf courses, an indoor
pool, a gymnasium and several community centers.
As of July 2021, South San Francisco had a labor force of 38,900. Unemployment was
6%, reflecting the Covid-19 pandemic. Median household income in (most recent
census data) of $96,930 was significantly above the statewide figure of $71,228 but
lower than the countywide figure of $113,776. There are more jobs than employment
age residents in South San Francisco. ABAG estimated the total number of jobs in
South San Francisco in 2010 at 46,170 compared with an employment base of around
40,000. The in-commute will continue as industrial and commercial land is developed
and redeveloped to higher uses.
According to the local Chamber of Commerce, the largest employers are United
Airlines, Genentech, Kaiser Hospital, South San Francisco Unified School District and
Costco. There is limited heavy industry in South San Francisco (nickname "The
Industrial City"), but most employment today is in light manufacturing, warehousing,
R&D and bio-tech or service industries. The main factor in South San Francisco's recent
growth and development is its location. It has become an important distribution location
and much of its growth has resulted from the presence of San Francisco International
Airport immediately to the south and the demand for space from airline-serving
industries such as freight forwarders, distribution companies, customs brokers, hotel
operators and car rental companies. Additionally, it is home to the growing bio-tech
industry.
Median home prices are high. The figure for South San Francisco was $1,122,500 in
July of 2021 compared with the countywide figure of $1,583,000 according to the
CoreLogic. There are over 1,600 acres in the city limits zoned for commercial and
industrial use. There is also a significant amount of industrial land that is under-
developed and suitable for redevelopment in the future. Included in this acreage are a
Population Growth
Year 2021 % Chg. 2020 % Chg. 2010
So. San Francisco 67,135 -0.9% 67,730 6.4% 63,632
San Mateo Co. 765,245 -0.8% 771,061 7.3% 718,451
California 39,466,855 -0.5% 39,648,938 6.4% 37,253,956
Source: DOF E-5 City/County Population and Housing Estimates
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total of five industrial parks or districts. Terrain is level to hilly. Drainage is good. Subsoil
is good to fair, and piling is sometimes required.
South San Francisco has a council/manager form of government. The mayor and city
council members serve on various governmental boards throughout the county and Bay
Area. The city has over 500 personnel. The fire rating is City Rating: 2. The city council
is committed to industrial and commercial growth and this support is reflected in its
policies and general plan.
The city has nine square miles of land. South San Francisco has a slightly better climate
than San Francisco, less fog and slightly warmer temperatures, but it is prone to being
very windy. Mean temperature in January is 49 degrees, ranging from a low of 42
degrees to a high of 56 degrees. Summer temperatures in July average 63 degrees and
range from the mid-50s to mid-80s. Annual rainfall is 19.7 inches, with most rain falling
in January. Noon-time humidity averages 69 percent annually, with the lowest humidity
in October (67%) and the highest level in April (73%).
All forms of transportation are available. Rail service is provided by CalTrain Commute
Service. U.P.S. headquarters are located in South San Francisco. There are a number
of freight forwarders and domestic trucking lines with overnight delivery to all of
California and parts of Nevada. San Francisco International Airport provides scheduled
passenger and air-freight service. San Carlos Airport, eleven miles south, serves
executive and private planes. Greyhound Bus Line provides transcontinental service;
SamTrans provides city and county bus service. The deep-water port of San Francisco
is located 10 miles north and the Port of Redwood City is located sixteen miles south.
U.S. Highway 101, Interstate 280 and 380, and the El Camino Real are major surface
routes serving the city and connect it with San Francisco and San Jose. U.S. Highway
101 is the major north/south interstate highway linking the three western states.
Neighborhood Description
The subject is set along the flank of Sign Hill and is at the edge of the older downtown
area of South San Francisco. U.S. Highway 101 is the easterly boundary. North Canal
Street and an older industrial neighborhood is immediately to the south. The westerly
edge of the neighborhood is roughly along Chestnut Street and Sign Hill is the northerly
edge. The neighborhood has a diverse mix of older and newer homes, apartments and
commercial buildings. The core of the neighborhood, several blocks south of the
subject, is Grand Avenue. It serves as the central business district. City Hall is also
downtown, but the city has plans to move to a new facility near Chestnut Street and
El Camino Real which offers a more centralized location nearer the police department.
The subject's neighborhood is essentially 100% developed. Primary land uses in the
district include single-family homes, smaller apartments, larger, mostly newer
apartments and service and commercial uses along Grand and Linden Avenues. Much
of the development in the general neighborhood is 60 years old or more. The most
recent developments are large-scale apartments near the Airport Boulevard corridor.
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The immediate blocks near the subject are low-density residential with two public
schools also nearby.
The district is characterized by level to sloping terrain with steeper streets on the
southerly flank of Sign Hill. All typical urban utilities are available and are of sufficient
capacity for any legal uses. There are no detrimental nuisances or hazards in the
neighborhood except for high traffic and noise levels due to proximity to U.S. 101 and
SFO. Upkeep of nearby properties varies from average to good.
The neighborhood does enjoy reasonable access characteristics from downtown
South San Francisco and Highway 101 and limited access from El Camino Real on the
west. Public transit is available nearby. The primary surface streets in this area carry
moderate-to-high levels of automobile traffic with lower-density residential side streets
less congested. Congestion is not a serious problem in this area except during limited
rush hour periods. U.S. Highway 101 is the major freeway serving the area and it does
carry very high levels of traffic at all hours. Proximity to the airport also adds to
congestion on the freeway at certain times. Shopping and services are available within
the district and retail and commercial businesses are also found along Airport
Boulevard, San Mateo Avenue, Spruce Avenue and El Camino Real provide a variety of
goods and services.
Analyses and Conclusions
The subject is located in the city of South San Francisco in northern San Mateo County.
The county and the city have historically served as a bedroom community for
San Francisco, but South San Francisco has also had a strong history of industrial
development much of which supports the San Francisco airport plus newer life-sciences
businesses, as well. The county and the city are both desirable locations for businesses
and residences and this market will have better than average asset protection
characteristics well into the future.
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Figure 1 - Area Map
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Figure 2 - Neighborhood Map
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Real Estate Under Appraisal:
Site Characteristics:
Address: The subject site has a common street address of
701 Spruce Avenue, South San Francisco, California 94080
County of San Mateo
Parcel Number: It is identified by the San Mateo County assessor as parcel
012-131-040
Owner: The property is owned by:
Sky Zhang Tianyi Trust
Land Area: The site has a total land area of approximately 25,763 square feet or 0.591
acres.
Dimensions/Shape: It has irregular dimensions. Its size and shape are not typical for
the neighborhood. It has a street frontage of approximately 77.6 feet along the
westerly line of Spruce Avenue.
Setting and Plottage Potential: The parcel has a mid-block setting. Adjacent
properties are fully improved and there is no potential for plottage to create a
higher and better use through assemblage. The lot does appear to afford the
potential for subdivision, however.
Topography: The parcel is upward sloping and above the grade of Spruce Avenue.
Soils Conditions/Environment: Soils conditions appear adequate, but this is an active
earthquake region.
The subject is not located in a special flood zone (Flood Zone X, Area of Minimal
Flood Hazard, Map 06081C0041E, Effective October 16, 2012) nor is the appraiser
aware of any other detrimental conditions on the site. The state’s GeoTracker
website was checked, and no environmental hazards were reported on the site.
It should be noted, however, that the site is immediately downhill from large water
storage tanks.
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According to the Association of Bay Area Governments (ABAG), the property has
an earthquake shaking severity index of:
MMI 8 - Severe
And a susceptibility to liquefaction rating of:
Very Low.
The local climate is considered Mediterranean, and it is also semi-arid. The subject
is set between the coast and the bay, and it tends to have more fog with milder
temperatures.
Utilities: All utilities are available to the site and sufficient in capacity for the current use
or any likely higher and better use.
Streets: Spruce Avenue is a two-lane collector street. It is asphalt paved with concrete
curbs, gutters and sidewalks. It does tend to carry higher than average traffic
because it provides the neighborhood a direct connection with Hillside Boulevard
which provides access to western neighborhoods and Highway 101 to the east and
there are two schools along the street, as well.
Zoning: The parcel is zoned RL-8, Low Density Residential, under the jurisdiction of the
City of South San Francisco. The current use is apparently a legal, conforming
use, but it is low in density at just 1.1 units per acre compared to the allowable
density of 8 units per acre.
Development standards include:
Minimum Lot: 5,000 square feet, 6,000 for corner lots
Minimum Width: 50 feet for interior lots and 60 feet for corner lots
Minimum Depth of 80 feet
Maximum Building Height: 28 feet
Yards: 15 feet front; 5 feet side; 10 feet rear
Maximum Coverage: 50%
Maximum FAR: 0.5 or 2,000 square feet, whichever is larger
Maximum Density: 8 DU/acre
Easements: A preliminary title report was not provided, and the valuation assumes
there are no easements or conditions of title that would have a material influence
the value or marketability of the site. There are some encroachments as noted on
the map which follows. These are also assumed to be movable and of nominal
value relative to the underlying fee.
Historic Resources: The site is not in a preservation area. The improvements have not
been identified as having historic resource characteristics by the city.
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Overall Site Utility: Poor overall utility for development/construction difficulty, but the
lot affords a good view outlook.
Property History and Taxes:
The property in February 2018 for $1,420,000. A recent listing of the property has not
been found.
Property Taxes: Most current taxes and assessments are as follows.
Assessed Value 012-131-040
Land $1,156,296
Improvements $351,011
Exemption -$7,000
Total $1,500,307
Base Tax $15,871.74
Base Tax Rate 1.0579%
Direct Charges $856.02
Total Taxes $16,727.76
Total Tax Rate 1.1150%
Building Improvements:
The site is improved with a residence constructed in 1951 with a total livable area of
1,995 square feet per the public record. As the assignment involves excess land, the
house was not valued.
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Figure 3 - Plat Map
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Figure 4 - Survey Map
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Figure 5 - Views of Subject
Front View
Interior View
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View of Subject
Street Scene
Street Scene
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Views of Subject
View From Excess Parcel
Interior View
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Views of Subject
Interior View
View of Rear of Front Parcel
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MARKET TRENDS, HIGHEST AND BEST USE AND METHODOLOGY
Market Trends:
The latest report on economic trends from the 12th District of the Federal Reserve
follows.
FedViews – September 9, 2021
“Andrew Foerster, senior research advisor at the Federal Reserve Bank of San Francisco, stated his views
on the current economy and the outlook as of September 9, 2021.
x The economy is rebounding with strong growth, as it continues to recover from the recessionary
effects of the pandemic. However, high transmission of the Delta variant and low vaccination rates in
some areas of the country pose a downside risk to economic growth.
x GDP in the second quarter of 2021 exceeded 12% on a year-over-year basis, the highest reading since
1950. The base effects from the very low levels of GDP during the depths of the pandemic in early
2020 play a role in this high reading, but growth on a quarterly basis in the first half of 2021 has been
robust.
x The level of GDP now exceeds its pre-pandemic high reached at the end of 2019. While this suggests
the economy has made up for the drop in output during the pandemic, GDP still sits below the trend
implied by average growth in the pre-pandemic years. Continued above-trend growth is expected to
narrow this gap in coming quarters.
x Supply chain disruptions and bottlenecks have exacerbated the price pressures generated by strong
demand. Personal consumption expenditures (PCE) inflation was 4.2% in the 12 months through July.
Core PCE inflation over the same horizon was 3.6%. Inflation’s rise above the Federal Open Market
Committee’s 2% target is expected to be transitory, with price increases moderating as the economy
continues to adjust to the resumption of activity.
x Used vehicles is a relatively small sector. Nonetheless, it has added atypically large contributions to
overall inflation readings over the last several months. From 2015 to 2019, this sector averaged a
negative contribution to PCE inflation because of generally falling used car prices. However, supply
chain disruptions in computer chip manufacturing that began early in the pandemic have limited new
vehicle manufacturing. As a result, consumers shifted demand toward used vehicles, leading to
monthly double digit price increases. The last several months have thus seen used vehicles contribute
around 0.6 percentage points to overall inflation, though the most recent data suggest this dynamic is
starting to abate. While prices for used vehicles could remain high, if price increases cease, this sector
will stop contributing to inflation. If price increases reverse, a negative contribution is possible,
putting downward pressure on inflation.
x The labor market continues to improve, but at an uneven pace. Concerns about the Delta variant
slowed hiring in August relative to June and July, as payrolls expanded by a modest 235,000 jobs.
Both the leisure and hospitality and retail trade industries saw tepid job growth, suggesting the
increase in cases of the virus is a major factor for the slowdown.
x Despite the slowing growth in hiring, the unemployment rate in August fell to 5.2%. This measure
however sends an incomplete signal about the extent of the labor market recovery. A number of key
groups—including parents who have temporarily left the labor market due to childcare concerns—are
not officially counted as unemployed. The employment-population ratio still sits 2.6 percentage
points below its pre-pandemic high.
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x Total U.S. employment is still about 5.7 million jobs below its pre-pandemic peak. This aggregate
figure masks different employment dynamics across goods-producing and services sectors as well as
across states.
x The substantial decline in employment seen in April 2020 hit the services industries relatively harder
than the goods-producing industries, as demand for many in-person services declined because of
mandated social-distancing restrictions associated with virus concerns. Goods-producing employment
fell by a little over 13% relative to January 2020, while services employment fell by 3 percentage
points more. Since that initial decline, services employment has recovered at a relatively faster rate as
social-distancing limits have been relaxed, and the gap between goods-producing and services
employment has narrowed.
x Employment patterns have varied substantially across the United States during the pandemic.
Differences in the composition of sectors play a major role in how some state economies have fared.
Goods-producing employment in Michigan initially fell by over 40% due to particularly large
cutbacks in manufacturing jobs, but subsequently recovered toward the national average. Goods-
producing employment in Wyoming remains particularly depressed because its mining and
construction sectors were already contracting but have worsened since the onset of the pandemic. On
the services employment side, Hawaii has an exceptionally high reliance on its leisure and hospitality
sector. With lower tourism, that sector has dragged on employment, leading Hawaii to be the slowest
state to recover services employment. Utah has been a relatively strong performer in both goods-
producing and services employment, led by strength in construction and professional and business
services.”
Comments on Market Trends
GDP dropped over 31% in the second quarter of 2020 due to the lockdowns throughout
the U.S. The third quarter 2020 saw a tremendous rebound with Real GDP growth of
33.4%, annualized. Quarter 4 saw a 4.1% increase and the Q1 2021 figure was a 6.4%
annualized rate. The advance figure for Q2 2021 is 6.5%. Return to more normalized
growth is expected in 2022. The sectors that saw the most disruption were
transportation, recreation, restaurants and hotels according to the Federal Reserve.
Consumer spending has clearly rebounded, and job growth has picked up.
The economy is showing early signs of a return to normalcy in the travel and hospitality
sectors. Daily air travel has reached the 2 million passenger level recently. Hotel
occupancy has reached over 50%, as well. These are not pre-pandemic levels, but they
are significant improvements to rates seen in mid-to-late 2020.
In the real estate markets, brokers report some buyers are still active, but sellers are
cautious. Larger institutional investors and owner-users seem to be more active than
smaller investors based on anecdotal information from brokers. Likely in part due to a
more difficult commercial lending environment.
Property owners with no need to sell quickly who are not highly leveraged can wait out a
short disruption. There may be some sellers who will need to liquidate real estate
holdings, but this would likely not meet the definition of market value where the seller is
not capable of holding on for better conditions or willing to wait. Such transactions will
be viewed as forced sales and will likely be outliers compared with the longer-term
market trend. Of note, however, the retail and office markets are being viewed
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skeptically because on-again/off-again shelter-in-place orders and masking
requirements have been most disruptive to those sectors. In some markets there is a
significant gap between buyers and sellers. Buyers are looking for “Covid Discounts”
while sellers are holding to pre-pandemic pricing. There are long-term impacts to be
sorted out, but it is difficult in this unusual period of history to reliably measure the
influence on value as there are fewer closed sales and rentals.
Inflation, on average, had been below the Fed’s target of 2% on the national level. The
Fed expects a “transitory” increase in core inflation in 2021 but a return to more normal
levels afterward. There is disagreement, however, with many private economists seeing
more long-term effects. The PCE (personal consumption expenditures) inflation index
used by the Fed is prepared by the Bureau of Economic Analysis (BEA) instead of the
BLS and it tends to run lower than the more volatile CPI measure. The CPI is a better-
known index, and it is also frequently used in real estate transactions, especially leases,
as a measure of inflation.
Overall, inflation dropped during the pandemic in the San Francisco Bay Area market. It
is trending upward sharply now in the west and nationally. The local rate of inflation as
measured by the CPI All Urban Consumers for the San Francisco Bay Area was 3.66%
in August 2021 compared with 5.25% on a nationwide basis. As of August 2021, the 24-
month average CPI for the San Francisco Bay Area was 2.36% versus 2.26%
nationally, but 2.4% locally over the past 12 months versus 2.9% nationally.
Single-family mortgage rates fell in 2020 but stabilized late in the year. Longer rates had
been less volatile, but the rates have shown significant variability as shorter-term
government yield rates rose, fell, and then rose again recently. Calendar year 2021
started with the FHLMC 30-year fixed rate at 2.65%. The rate hit a low of 2.65% and a
high of 3.18% over the past 52 weeks with an average of 2.88%. It was 3.01% as of
September 30, 2021. February 2020 marks the beginning of the Covid-19 Pendemic
influence on market trends. Even with low mortgage rates home sales have been limited
by a small inventory of property for sale and stringent credit requirements for borrowers.
The Fed lowered the discount rate to a range of 0% and 0.25% in early March 2020, but
the 12th District’s rate is 0.25%. The discount rate remains low by historical standards
and the correlation between interest rates and overall rates of capitalization is often
fuzzy. There is, however, expectation that capitalization rates may rise over time. How
much and how fast rates will change is uncertain.
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Housing prices have increased in core
areas but the pace of the upward trend
in prices moderated in some areas at
year end 2020. Buyers looking to escape
urban areas and a lack of inventory for
sale have pushed prices much higher
recently. While year-over-year figures
were higher, month-over-month figures
fell by an average of -1.9%, but this is
not unusual for August compared with
July.
Multi-family residential land markets
were active through 2019, but slowing
has been evident recently. Land prices
have reached very lofty levels and there
are concerns that the high rental prices
that drove land purchases may not be sustainable in the long run.
In the Bay Area, apartment rental rates were under upward pressure in areas with
strong employment growth such as San Francisco, San Mateo County and Santa Clara
County but prices moderated in 2019 and have fallen during the pandemic. According to
Kidder Mathews, Bay Area vacancy stood at 6.9% as of the second quarter of 2021 – a
4.3% increase over the prior year. Average asking rent is $2,352 per month, virtually
unchanged over the prior year. Other data suggest prices have declined sharply at the
upper end of the rental market in San Francisco and other urbanized markets.
Over time, the West Bay counties have seen the greatest growth in employment with
more modest improvements in the other Bay Area counties. Recent announcements
about tech company headquarters being relocated out of the Bay Area pose significant
concerns for the future, however. The companies relocating headquarters out of the
area include: Oracle Corporation, Tesla, Hewlett Packard Enterprise, Palantir, and
Credit Karma. Commonly cited reasons for the departures include the high cost of living
and high taxes.
Total current (August 2021) Bay Area employment of 3,802,200 is 192,000 below the
recent peak figure of 3,994,200 and the all-time high of 4,174,300 set in December
2018. The labor force is 139,500 below the recent peak figure of 4,161,600 and the all-
time high of 4,284,700 set in November 2018. Job growth over the past three months
was 57,300 versus 206,700 for the same period last year. March 2020 represents the
first month of significant job loss due to the Covid-19 pandemic.
Some speculative commercial real estate developments will likely continue. The life
sciences sector appears to remain in favor. Large investors are still acquiring sites for
larger-scale multi-family development. The industrial, life science and R&D markets
appear to be the most stable. The multi-family market has seen some deals fall through
San Francisco Bay Area
Median Home Prices by County
Source: Corelogic
County Aug. 2021 Aug. 2020 % Chg.
Alameda $1,000,000 $880,000 13.6%
Contra Costa $773,500 $720,000 7.4%
Marin $1,377,500 $1,295,000 6.4%
Napa $787,500 $739,500 6.5%
San Francisco $1,450,000 $1,400,000 3.6%
San Mateo $1,500,000 $1,475,000 1.7%
Santa Clara $1,325,000 $1,200,000 10.4%
Solano $566,000 $483,000 17.2%
Sonoma $685,000 $622,000 10.1%
Average of Medians: $1,051,611 $979,389 7.4%
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and modest price declines. The office market and retail sectors have seen the greatest
impact with many stores and offices closed and expected to remain closed into Late-
2021 or early 2022. Prices in the office and retail sectors have fallen and are expected
to stay under pressure for some time.
Gold prices had fallen over time but have seen strength recently. Oil had been relatively
stable trading in a $45 to $65 range, but coincident with the Coronavirus outbreak,
Saudi Arabia and Russia engaged in a battle for control of the market and the price of
oil plunged to $20 to $30 per barrel. The price recovered to the $65 to $75+ range and
recently jumped to around $80 per barrel. The energy market is expected to remain
volatile.
The economy was strong prior to the impact of the Coronavirus. The real estate markets
faced headwinds in 2020 due to uncertainty over recovery and will continue to face
uncertainty in 2021. It is too early in the period marked by the pandemic to accurately
judge the long-term effects on property prices. Various legislative efforts have been
taken to protect tenants from eviction for any reason. Other efforts are being considered
to further protections which may be detrimental to property owners in the short run.
Overall property prices have been high which further suggests more market risk in the
near term.
Subject Analysis:
The subject is a single-family residential property with excess land. It has a favorable
residential location near downtown South San Francisco and a good view outlook. It is
near schools, shopping and services and public transit is available nearby. It is in a
market segment that has low vacancy and high rental and sale prices. The property is
older, but it appears of average quality and condition. Demand for well-located
residential property is strong as evidenced by short marketing times and high prices.
There is little likelihood of new competitive supply as this is a near fully built out market.
The overall economy has a favorable long-term outlook, and the subject would likely
enjoy a favorable competitive position with above average demand.
Highest and Best Use As If Vacant – Larger Parcel:
RL-8 zoning is intended to permit low-density residential development. Physically, the
site has a significant upslope with essentially two levels. The lower level is improved
with an existing residence. The upper level or the Excess Parcel is vacant and has
limited access with no street frontage. Current zoning permits a maximum of eight
dwelling units per acre so the site could accommodate seven or possibly eight
residences. The physical features of the site would make this type of density difficult to
achieve given the need for access in a conventional subdivision. Providing a direct
street connection to the interior of the lot would substantially reduce the developable
area. A more logical approach would be a condominium or planned unit type
development with shared ownership of the Larger Parcel. This would allow for
centralized parking on the front of the property where street access is readily available.
Then there could be separate residential development sites. The most likely
arrangement would be one unit at the front above a parking structure with three to five
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additional units at the rear on the Excess Parcel. Given the slope of the lot, an elevator
could be added to the garage to service the upper-level residences. A total density of 4
to 6 units is more probable given the configuration of the land. New development is
financially feasible given high residential house prices in the market. The question of
maximal development is addressed here in a financial analysis. It is assumed that a
reasonable development would likely be permitted by the city given the need for
housing and the allowable density of seven to eight units by right.
To test highest and best use, a cost analysis of a theoretical development on the site is
developed using standardized building costs from the Marshall Valuation Manual. A
static highest and best use analysis is built around the cost estimate. The technique
measures feasibility rent versus market rent. Feasibility rent is the income (per square
foot) that would produce the necessary net income to make a new project economically
viable according to typical (market) cost, expense and required return parameters. It is
not indicative of an actual project, so it is not a cost estimate or a means of valuation.
The static analysis also assumes the project is built and occupied so it does not include
an allowance for the time cost of money.
The project’s costs are based on a very good quality Class C residential development
(Good quality is more typical of newer houses in the neighborhood). The primary
analysis assumes four new residences of 2,000 square feet each and a common
parking structure and elevator. Land value is developed in the next section.
Cost Inputs
Lot Area: 40,974 sq. ft. (usable)
Land by Extraction/Sq. Ft.: $36 /sq. ft.
Total Land: $1,475,000
Bldg. Area: 8,000 Residential
Sub. Area: 2,000 Garage
1stFloor 4,000 Approximate
Net Land Area 36,974 Approximate
Adjusted base costs for the project follow.
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Base Cost Estimate
Use:SFR Garage
Class:CC
Quality:Very Gd. Very Gd.
Base Cost:$166.00 $30.00
Current Adj.:1.23 1.23
Local Adj.:1.40 1.40
Sub-Total $285.85 $51.66
HVAC Adj.:$0.00 $0.00
Multi-Story Adj.:$0.00 $0.00
Sprinklers:$5.00 $5.00
Sub-Total $290.85 $56.66
Perim. Adj.:1.000 1.000
Elevator 1.050 1.050
Adj. Cost:$305.39 $59.49
Bldg. Area:8,000 2,000
Cost/Use:$305.39 $59.49
Total Base Cost:$2,443,120 $118,980
Total:$2,562,100
Base hard costs are adjusted for site and yard improvements and fixtures and
equipment. Soft costs are estimated and an allowance for developer’s overhead and
profit is included. Total replacement costs and land are added together to arrive at a
total cost new for the project.
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Highest and Best Use Analysis
Cost New Estimate
Hard Costs Totals /Sq. Ft.
Base Cost New $2,562,100 $320.26
Site Improvements 15% $384,315 $48.04
Yard Improvements $15.52 $573,660 $71.71
FF&E 4 $11,193 $44,772 $5.60
Total Hard Costs $3,564,847 $445.61
Soft Costs
Financing Fees and Services 3% $106,945
Property Taxes 1.0579% $34,460
Marketing 5% $345,400
Total Soft Costs $486,805 $60.85
Total Hard and Soft Costs $4,051,652 $506.46
Developer's Overhead/Profit (% of Total)25% $1,381,663 $172.71
Replacement Cost New $5,433,315 $679.16
Less Deterioration and Obsolescence/Adjustments
Physical Deterioration $0
Obsolescence $0
Leased Fee Adjustment $0
Total Depreciation/Adjustments $0 $0.00
Depreciated Replacement Cost $5,433,315 $679.16
Plus Land Value $1,475,000 $184.38
Cost Analysis for HBU - Not Market Value Estimate $6,908,315 $863.54
Rounded to $6,908,000
$864 /sq. ft.
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The static analysis follows.
Static HBU Analysis –4 Units
General Market Rent 8,000 sq. ft.
and (1)$3.25 /sq. ft.
Market NOI $26,000 /mo.
Annualized 12
Annual Rent $312,000
Less Vacancy & Expenses $78,000 25.0%
Projected NOI $234,000
Feasibility Rent
Cost New $5,433,315
Land Estimate $1,475,000
Total $6,908,315
Required Market OAR - New 3.50%
Required NOI –New $241,791
Gross Up (1-Tot. Exp. Ratio)75.0%
Required Gross Rent - New $322,388
Building Area 8,000
Required Rent/Ann. - New $40.30
Required Rent/Mo.-New (2)$3.36
Typical average market rent for similar properties (1) of $3.25 per square foot is applied
to derive a projected NOI for the property As New. Market rent is based on a quick
survey of rents in the broad downtown area. The feasibility rent is based on typical costs
of construction, market-based operating costs and a typical overall rate of return (OAR)
for a new single-family residential property. Required NOI is converted to a gross
feasibility rent. The indicated feasibility rent (2) of $3.36 per square foot is 3.3% higher
than average market rent for similar space. New development would be likely as
feasibility rent is only nominally higher than market rent.
A similar analysis of a larger six-unit development was prepared. As this project would
be 50% larger than the primary analysis, a slightly higher rate of return is applied. It
indicates a more speculative outcome.
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APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
Static HBU Analysis –6 Units
General Market Rent 12,000 sq. ft.
and (1)$3.25 /sq. ft.
Market NOI $39,000 /mo.
Annualized 12
Annual Rent $468,000
Less Vacancy & Expenses $117,000 25.0%
Projected NOI $351,000
Feasibility Rent
Cost New $7,824,069
Land Estimate $2,080,000
Total $9,904,069
Required Market OAR - New 3.75%
Required NOI –New $371,403
Gross Up (1-Tot. Exp. Ratio)75.0%
Required Gross Rent - New $495,203
Building Area 12,000
Required Rent/Ann. - New $41.27
Required Rent/Mo.-New (2)$3.44
Typical average market rent for similar properties (1) of $3.25 per square foot is applied
to derive a projected NOI for the property As New. The feasibility rent is based on
typical costs of construction, market-based operating costs and a typical OAR for a new
property. Required NOI is converted to a gross feasibility rent. The indicated feasibility
rent (2) of $3.44 per square foot is 5.8% higher than average market rent for similar
space.
This analysis suggests a smaller development would enjoy better feasibility and would
be the highest and best use in this location. This is logical as a larger project would be
more expensive to develop, take longer to building and expose the developer to greater
market risk.
The overall analysis suggests new development of a smaller residential project on the
site would be feasible and the highest and best use of the site.
Please note that the owner plans to subdivide the property into two lots. The analysis
employed looks at the value of the larger parcel for development, so the highest and
best use is slightly different. This approach, however, provides the most direct means of
valuing the Excess Parcel.
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APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
Methodology:
The application of the sales comparison approach is the most logical in valuing vacant
land. The cost and income approaches are not typically applied to the valuation of
smaller land parcels. and are not necessary to produce a reliable or credible opinion of
value.
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APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
LAND VALUATION
The sales comparison approach is used to value the land. Information on recent sale
transactions and listings in the market area of the subject was researched. Certain
elements of comparison are used to analyze the market data and adjust for various
points of difference. The primary elements of comparison for land sales include property
rights conveyed, financing, conditions of sale, market conditions (time), location,
physical characteristics and interim-income characteristics.
Land prices are broken down into unit(s) of comparison that are commonly applied in
the marketplace. In this case, the most typical units of comparison are the price per
square foot of land area along with the price per dwelling unit and the price per floor
area ratio (FAR) foot is also included.
Land Market Data
The comparable land sales are summarized on the table that follows this page. A
discussion of the comparables and the warranted adjustments are found on the pages
that follow.
Date of Sale December-19 To September-21 SP:
Land Area 3,000 To 28,750 40,974
Price Per Sq. Ft. $49.17 To $116.67 $36.61
Price Per DU $180,000 To $450,000 $375,000
Price Per FAR Ft. $90 To $229 $188
Sales and listings from the broad north county market area were reviewed. The market
has a limited amount of vacant or under-used land. There are four closed sales and two
active listings in the dataset. This is an adequate amount of data even though the sales
vary widely in size and location. They present a satisfactory cross section of data for
comparison.
387
Zoning /
Highest and Land Area / per Sq. Ft. per per
No.Location/APN Date of Sale Best Use DU / Acre Total Land DU FAR Ft.
1 141 3rd Street September-21 I-D 28,750 sq.ft. $2,700,000 $94 $180,000 $90
Daly City Residential 0.660 acres
006-254-030 22.7 DU/ac.
2 223 Frankfort Street September-21 R-MLD 3,000 sq.ft. $350,000 $117 $350,000 $140
Daly City Residential 0.069 acres
004-322-120 14.5 DU/ac.
3 52 Franklin Avenue April-21 RL-8 8,379 sq.ft. $412,000 $49 $412,000 $229
South San Francisco Residential 0.192 acres
012-039-180 5.2 DU/ac.
4 565 Magnolia Avenue December-19 RL-8 6,523 sq.ft. $450,000 $69 $450,000 $225
South San Francisco Residential 0.150 acres
012-261-220 6.7 DU/ac.
5 Way Listing PD 14,600 sq.ft. $1,600,000 $110 $400,000 $160
Daly City Residential 0.335 acres
Est.
004-234-080 11.9 DU/ac.
6 707-717 Templeton Avenue Listing R-MLD 15,589 sq.ft. $1,750,000 $112.26 $437,500 $177.00
Daly City Residential 0.358 acres
Est.
004-243-130, 140, 160 & 170
SUBJECT:
701 Spruce Avenue N/A RL-8 40,974 sq.ft.
South San Francisco Residential 0.941 acres
$95 $279,308 $129
012-131-040 4.3 DU/ac./SF Land /DU /FAR Ft.
Sale Price
SUMMARY OF COMPARABLE LAND SALES
701 Spruce Avenue, South San Francisco
Sales Weighted Average
Joseph I. Napoliello, MAI 388
Page 43.
APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
Figure 7 - Land Sales Location Map
389
LAND SALE #1
LOCATION:141 3rd Street
CITY:Daly City COUNTY:San Mateo
APN:006-254-030
ZIP:94014
NEIGHBORHOOD:Residential
LAND AREA: SQ. FT.28,750
LAND AREA: ACRES:0.660
TOPOGRAPHY:Mostly level
PARCEL SHAPE:Irregular
ZONING:I-D
Vacant
HIGHEST & BEST USE:Residential
ENVIRONMENTAL ISSUES:None reported
COMMENTS:
IMPROVEMENTS:Fully improved
DATE OF SALE:9/30/2021
DOCUMENT:N/A - Date Estimated
BUYER:N/A
SELLER:Winston Chow and Lilly Tsu Fah Trust
SALE PRICE - AS IS:$2,700,000
FINANCING:N/A, All cash to seller
CASH EQUIVALENT:$2,700,000 LOAN AMOUNT:N/A
PRICE/SQ. FT./LAND: LOAN TO VALUE:N/A
PRICE/ACRE:
PRICE/FAR FT.:$90 PRICE/DU:$180,000
NON REALTY ITEMS:None
CONDITIONS OF SALE:Market
SALES IN PRIOR 3 YRS.:None during prior 3 years
CONFIRMATION:CoStar, public records, Juan DeLeon, 650-572-6573
$93.91 / Sq. Ft.
$4,090,909 / Acre
This is the recent sale (recording date not yet available) of a residential parcel in
an unincorporated area of Daly City. The property went into escrow in 2019 and
the seller allowed the buyer to go through the entitlement process before closing
recently. The buyer has entitlements for the development of 15 townhouse units
on the site which is in a low-density residential neighborhood near Mission
Boulevard. The property was listed for $2,999,999 and sold for $2,700,000. The
sales agent confirmed the price.
PRESENT USE:
Joseph I. Napoliello, MAI 390
LAND SALE #2
LOCATION:223 Frankfort Street
CITY:Daly City COUNTY:San Mateo
APN:004-322-120
ZIP:94014
NEIGHBORHOOD:Residential
LAND AREA: SQ. FT.3,000
LAND AREA: ACRES:0.069
TOPOGRAPHY:Sloping
PARCEL SHAPE:Rectangular
ZONING:R-MLD
Vacant
HIGHEST & BEST USE:Residential
ENVIRONMENTAL ISSUES:None reported
COMMENTS:
IMPROVEMENTS:Fully improved
DATE OF SALE:9/17/2021
DOCUMENT:2021-134175
BUYER:Karen Hong and Mike Hong
SELLER:Ethel Liu Wan Trust
SALE PRICE - AS IS:$350,000
FINANCING:Banner Bank, Conventional
CASH EQUIVALENT:$350,000 LOAN AMOUNT:N/A
PRICE/SQ. FT./LAND: LOAN TO VALUE:N/A
PRICE/ACRE:
PRICE/FAR FT.:$140 PRICE/DU:$350,000
NON REALTY ITEMS:None
CONDITIONS OF SALE:Market
SALES IN PRIOR 3 YRS.:None during prior 3 years
CONFIRMATION:MLS, public records, Andrew de Vries, 415-585-5200
$116.67 / Sq. Ft.
This is the recent sale of a small residential parcel on the north side of San
Bruno Mountain in a neighborhood of mostly attached residences near the San
Francisco city limit. The lot is narrow and steep and will require significant site
improvements, but it will offer good views to the north. It was listed for $499,000
and sold for $350,000 after a reasonable time on the market. The buyer is a
contractor who plans to build a house for personal use.
$5,072,464 / Acre
PRESENT USE:
Joseph I. Napoliello, MAI 391
LAND SALE #3
LOCATION:52 Franklin Avenue
CITY:South San Francisco COUNTY:San Mateo
APN:012-039-180
ZIP:94080
NEIGHBORHOOD:Residential
LAND AREA: SQ. FT.8,379
LAND AREA: ACRES:0.192
TOPOGRAPHY:Sloping
PARCEL SHAPE:Rectangular
ZONING:RL-8
Vacant
HIGHEST & BEST USE:Residential
ENVIRONMENTAL ISSUES:None reported
COMMENTS:
IMPROVEMENTS:Fully improved
DATE OF SALE:4/28/2021
DOCUMENT:2021-068478
BUYER:Juan Pedro and Rosa Elena Diaz
SELLER:Satya Naidu
SALE PRICE - AS IS:$412,000
FINANCING:N/A, All cash to seller
CASH EQUIVALENT:$412,000 LOAN AMOUNT:N/A
PRICE/SQ. FT./LAND: LOAN TO VALUE:N/A
PRICE/ACRE:
PRICE/FAR FT.:$229 PRICE/DU:$412,000
NON REALTY ITEMS:None
CONDITIONS OF SALE:Market
SALES IN PRIOR 3 YRS.:Sold in 2020 for $405,000
CONFIRMATION:MLS, public records, Philip Watson, 650-274-5187
$49.17 / Sq. Ft.
This is the recent sale of a residential parcel in South San Francisco in a
neighborhood on the north side of Sign Hill sometimes referred to as Happy
Valley or Sterling Terrace. The neighborhood is nearly fully developed with a mix
of older and newer single-family residences. The lot was listed for $419,500 and
sold quickly for $412,000. It previously sold in early 2020 for $405,000.
$2,145,833 / Acre
PRESENT USE:
Joseph I. Napoliello, MAI 392
LAND SALE #4
LOCATION:565 Magnolia Avenue
CITY:South San Francisco COUNTY:San Mateo
APN:012-261-220
ZIP:94080
NEIGHBORHOOD:Residential
LAND AREA: SQ. FT.6,523
LAND AREA: ACRES:0.150
TOPOGRAPHY:Terraced
PARCEL SHAPE:Rectangular
ZONING:RL-8
Vacant
HIGHEST & BEST USE:Residential
ENVIRONMENTAL ISSUES:None reported
COMMENTS:
IMPROVEMENTS:Fully improved
DATE OF SALE:12/31/2019
DOCUMENT:2019-111951
BUYER:Ming Y. Chen and Biqi Xiao
SELLER:DeZordo Family Trust
SALE PRICE - AS IS:$450,000
FINANCING:N/A, All cash to seller
CASH EQUIVALENT:$450,000 LOAN AMOUNT:N/A
PRICE/SQ. FT./LAND: LOAN TO VALUE:N/A
PRICE/ACRE:
PRICE/FAR FT.:$225 PRICE/DU:$450,000
NON REALTY ITEMS:None
CONDITIONS OF SALE:Market
SALES IN PRIOR 3 YRS.:None during prior 3 years
CONFIRMATION:MLS, public records, John Penna, 650-588-2113
This is the sale of a vacant lot in the Sign Hill neighborhood at the northerly edge
of downtown. The neighborhood is near fully developed with a mix of older and
newer single-family homes. All cash buyer, there were no entitlements for
development, but the lot benefits from ingress/egress over an easement across
the front of 567 Magnolia Avenue. It was listed for $500,000 and sold quickly for
$450,000.
$3,000,000 / Acre
$68.99 / Sq. Ft.
PRESENT USE:
Joseph I. Napoliello, MAI 393
LAND SALE #5
LOCATION:NWC Crocker Avenue and Scenic Way
CITY:Daly City COUNTY:San Mateo
APN:004-234-080
ZIP:94014
NEIGHBORHOOD:Residential
LAND AREA: SQ. FT.14,600
LAND AREA: ACRES:0.335
TOPOGRAPHY:Sloping
PARCEL SHAPE:Irregular
ZONING:PD
Vacant
HIGHEST & BEST USE:Residential
ENVIRONMENTAL ISSUES:None reported
COMMENTS:
IMPROVEMENTS:Raw land
DATE OF SALE:Listing
DOCUMENT:N/A
BUYER:N/A
SELLER:Frank and Dorothy Cheng
SALE PRICE - AS IS:$1,600,000
FINANCING:N/A, N/A
CASH EQUIVALENT:$1,600,000 LOAN AMOUNT:N/A
PRICE/SQ. FT./LAND: LOAN TO VALUE:N/A
PRICE/ACRE:
PRICE/FAR FT.:$160 PRICE/DU:$400,000
NON REALTY ITEMS:None
CONDITIONS OF SALE:Market
SALES IN PRIOR 3 YRS.:None during prior 3 years
CONFIRMATION:MLS, public records, Lawrence Ko, 650-995-4049
This is the active listing of a raw parcel that lacks street access and utilities. It
has a steep downslope, but new construction is ongoing nearby. The property
has been on the market for a short time, but has seen little interest according to
the listing agent. The asking price is $1,600,000 or $400,000 per potential unit.
$4,776,119 / Acre
$109.59 / Sq. Ft.
PRESENT USE:
Joseph I. Napoliello, MAI 394
LAND SALE #6
LOCATION:707-717 Templeton Avenue
CITY:Daly City COUNTY:San Mateo
APN:004-243-130, 140, 160 & 170
ZIP:94014
NEIGHBORHOOD:Residential
LAND AREA: SQ. FT.15,589
LAND AREA: ACRES:0.358
TOPOGRAPHY:Sloping
PARCEL SHAPE:Irregular
ZONING:R-MLD
Vacant
HIGHEST & BEST USE:Residential
ENVIRONMENTAL ISSUES:None reported
COMMENTS:
IMPROVEMENTS:Fully improved
DATE OF SALE:Listing
DOCUMENT:N/A
BUYER:N/A
SELLER:Darrell Investments LLC
SALE PRICE - AS IS:$1,750,000
FINANCING:N/A, N/A
CASH EQUIVALENT:$1,750,000 LOAN AMOUNT:N/A
PRICE/SQ. FT./LAND: LOAN TO VALUE:N/A
PRICE/ACRE:
PRICE/FAR FT.:$177 PRICE/DU:$437,500
NON REALTY ITEMS:None
CONDITIONS OF SALE:Market
SALES IN PRIOR 3 YRS.:None during prior 3 years
CONFIRMATION:MLS, public records, Joel Hopman, 415-722-2200
This is the active listing of a vacant parcel that has plans and entitlements for
development of four 2,476 square foot residences. It is located in a single-family
neighborhood with a mix of older and newer homes on the north side of San
Bruno Mountain. It is listed for $1,750,000 or $437,500 per potential unit. The
agents reports limited interest to date.
$4,888,268 / Acre
$112.26 / Sq. Ft.
PRESENT USE:
Joseph I. Napoliello, MAI 395
LAND SALES COMPARISON GRID / SQ. FT.
Subject: Sale No. - 1 Sale No. - 2 Sale No. - 3 Sale No. - 4 Sale No. - 5 Sale No. - 6
Location 701 Spruce Avenue
South San Francisco
141 3rd Street
Daly City
223 Frankfort Street
Daly City
52 Franklin Avenue
South San Francisco
565 Magnolia Avenue
South San Francisco
NWC Crocker Avenue and
Scenic Way
Daly City
707-717 Templeton Avenue
Daly City
Sale Price N/A $2,700,000 $350,000 $412,000 $450,000 $1,600,000 $1,750,000
Property Rts. Conveyed Fee simple Fee simple Fee simple Fee simple Fee simple Fee simple Fee simple
Financing Terms Assumed Market All cash to seller Conventional All cash to seller All cash to seller N/A N/A
Conditions of Sale Assumed Market Market Market Market Market Market Market
Date of Sale Sep-21 Sep-21 Sep-21 Apr-21 Dec-19 Listing Listing
Location Residential Residential Residential Residential Residential Residential Residential
Zoning/HBU RL-8 / Residential I-D / Residential R-MLD / Residential RL-8 / Residential RL-8 / Residential PD / Residential R-MLD / Residential
Density Base Max FAR 0.2 1.0 0.8 0.2 0.3 0.7 0.6
Site Utility Poor Average Fair Fair Fair/Avg. Poor Fair
Interim Income Nominal Average Average Average Average Average Average
Plans/Entitlements Assumed None None None None None None None
Demolition/Environmental Assumed Nominal Nominal Nominal Nominal Nominal Nominal Nominal
Land Area (Sq. Ft.) 40,974 28,750 3,000 8,379 6,523 14,600 15,589
Unadjusted Price/Sq. Ft. N/A $93.91 $116.67 $49.17 $68.99 $109.59 $112.26
Financing/Fee/Conditions -15%
Market Conditions (Time)2.50%4.28% -25% -10%
Adjusted Price/Sq. Ft. $93.91 $116.67 $49.17 $71.94 $82.19 $84.19
Location -5% 5% 5% 5%
Zoning/HBU -25% -20%-15% -15%
Site Utility -20% -10% -10% -15% -10%
Interim Income
Demolition/Environmental
Size Adj.$0.341 -4% -11% -23% -17% -8% -8%
Net Physical Adjustment -49% -46% -28% -32% -18% -28%
Adjusted Price/Sq. Ft. $48 $63 $35 $49 $67 $61
Net Adjustment -49.0% -46.0% -28.0% -29.1% -38.5% -46.0%
Gross Adjustment 49.0% 46.0% 38.0% 36.3% 53.0% 63.0%
396
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APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
Comparable Land Sale 1 is the September 2021 sale of a parcel of land at
141 3rd Street, Daly City, approximately three and one-half miles northwest of the subject.
This is the recent sale (recording data not yet available) of a residential parcel in an
unincorporated area of Daly City. The property went into escrow in 2019 and the seller
allowed the buyer to go through the entitlement process before closing recently. The buyer
has entitlements for the development of 15 townhouse units on the site which is in a low-
density residential neighborhood near Mission Boulevard. The property was listed for
$2,999,999 and sold for $2,700,000. The sales agent confirmed the price. The immediate
neighborhood is residential in character. The site is mostly level and irregular in shape with
average site utility and set along a residential street. It contains a total land area of
approximately 28,750 square feet or approximately 0.66 acres. The site all off-site
improvements. The buyer purchased the site for future development. Demolition costs are
estimated by the appraiser to be nominal. The purchase price was $2,700,000 or $94 per
square foot of land area, $180,000 per DU and $90 per FAR foot. No environmental issues
were reported. The parcel has a zoning classification of I-D (interim district). The sale was
all cash to seller. No unusual concessions or conditions of sale were reported.
Comparable Land Sale 2 is the September 2021 sale of a parcel of land at
223 Frankfort Street, Daly City, approximately three and six-tenths miles northwest of the
subject. This is the recent sale of a small residential parcel on the north side of
San Bruno Mountain in a neighborhood of mostly attached residences near the
San Francisco city limit. The lot is narrow and steep and will require significant site
improvements, but it will offer good views to the north. It was listed for $499,000 and sold
for $350,000 after a reasonable time on the market. The buyer is a contractor who plans to
build a house for personal use. The immediate neighborhood is residential in character.
The site is sloping and rectangular in shape with fair site utility and set along a residential
street. It contains a total land area of approximately 3,000 square feet or approximately
0.069 acres. The site has all off-site improvements. The buyer purchased the site for future
development. Demolition costs are estimated by the appraiser to be nominal. The
purchase price was $350,000 or $117 per square foot of land area, $350,000 per DU and
$140 per FAR foot. No environmental issues were reported. The parcel has a zoning
classification of R-MLD (medium-density residential). The sale was conventionally
financed through Banner Bank. No unusual concessions or conditions of sale were
reported.
Comparable Land Sale 3 is the April 2021 sale of a parcel of land at
52 Franklin Avenue, South San Francisco, approximately four-tenths of a mile northwest of
the subject. This is the recent sale of a residential parcel in South San Francisco in a
neighborhood on the north side of Sign Hill sometimes referred to as Happy Valley or
Sterling Terrace. The neighborhood is nearly fully developed with a mix of older and newer
single-family residences. The lot was listed for $419,500 and sold quickly for $412,000. It
previously sold in early 2020 for $405,000. The immediate neighborhood is residential in
character. The site is sloping and rectangular in shape with fair site utility and set along a
residential street. It contains a total land area of approximately 8,379 square feet or
approximately 0.192 acres. The site has all off-site improvements. The buyer purchased
the site for future development. Demolition costs are estimated by the appraiser to be
397
Page 52.
APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
nominal. The purchase price was $412,000 or $49 per square foot of land area, $412,000
per DU and $229 per FAR foot. No environmental issues were reported, but the hill
upslope from the property has a history of landslides. The parcel has a zoning
classification of RL-8 (residential). The sale was all cash to seller. No unusual concessions
or conditions of sale were reported.
Comparable Land Sale 4 is the December 2019 sale of a parcel of land at
565 Magnolia Avenue, South San Francisco, approximately four-tenths of a mile west of
the subject. This is the sale of a vacant lot in the Sign Hill neighborhood at the northerly
edge of downtown. The neighborhood is near fully developed with a mix of older and
newer single-family homes. There were no entitlements for development, but the lot
benefits from ingress/egress over an easement across the front of 567 Magnolia Avenue.
It was listed for $500,000 and sold quickly for $450,000. The immediate neighborhood is
residential in character. The site is terraced and rectangular in shape with fair-to-average
site utility and set along a residential street. It contains a total land area of approximately
6,523 square feet or approximately 0.15 acres. The site has all off-site improvements. The
buyer purchased the site for future development. Demolition costs are estimated by the
appraiser to be nominal. The purchase price was $450,000 or $69 per square foot of land
area, $450,000 per DU and $225 per FAR foot. No environmental issues were reported.
The parcel has a zoning classification of RL-8 (residential). The sale was all cash to seller.
No unusual concessions or conditions of sale were reported.
Comparable Land Sale 5 is the current listing of a parcel of land at the northwest corner
of Crocker Avenue and Scenic Way, Daly City, approximately three and one-half miles
northwest of the subject. This is the active listing of a raw parcel that lacks street access
and utilities. It has a steep downslope, but new construction is ongoing nearby. The
property has been on the market for a short time, but has seen little interest. The list price
is $1,600,000 or $400,000 per potential unit. The immediate neighborhood is residential in
character. The site is sloping and irregular in shape with poor site utility and set along a
residential street. It contains a total land area of approximately 14,600 square feet or
approximately 0.335 acres. The site is raw land and needs off-site improvements.
Demolition costs are estimated by the appraiser to be nominal. The asking price is
$1,600,000 or $110 per square foot of land area, $400,000 per DU and $160 per FAR foot.
No environmental issues were reported. The parcel has a zoning classification of PD
(planned development). No unusual concessions or conditions of sale are being offered.
Comparable Land Sale 6 is the current listing of a parcel of land at
707-717 Templeton Avenue, Daly City, approximately three and one-half miles northwest
of the subject. This is the active listing of a vacant parcel that has plans and entitlements
for development of four 2,476 square foot residences. It is located in a single-family
neighborhood with a mix of older and newer homes on the north side of San Bruno
Mountain. It is listed for $1,750,000 or $437,500 per potential unit. The agent reports
limited interest to date. The immediate neighborhood is residential in character. The site is
sloping and irregular in shape with fair site utility and set along a residential street. It
contains a total land area of approximately 15,589 square feet or approximately 0.358
acres. The site has all off-site improvements. Demolition costs are estimated by the
398
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APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
appraiser to be nominal. The asking price is $1,750,000 or $112 per square foot of land
area, $437,500 per DU and $177 per FAR foot. No environmental issues were reported.
The parcel has a zoning classification of R-MLD (medium-density residential). No unusual
concessions or conditions of sale are being offered, but the property is entitled for
development.
Analysis and Value Conclusion
The immediate market has a limited amount of vacant or under-used land. There have
been several recent land sales in the immediate market area, and the broad area has
been relatively active, but there are limited listings of similar properties. Variation in
location, size and density results in a significant spread in price indicators. The
adjustment process is subjective as there is too much variation in the data to reliably
extract adjustment factors.
The comparable data exhibits the following price ranges before and after adjustment.
Unadjusted Price Adjusted Price
$49 Low $35
$117 High $67
Mean Unadjusted Price $92
Weighted Mean Unadjusted Price $95
Mean Adjusted Price $51
None of the sales required adjustment for unusual conditions of sale, financing or fee
interest. Sale 6 includes entitlements for development. It is adjusted for the estimated
value of the entitlements.
The market was active prior to the outbreak of the Covid-19 pandemic. Subsequently,
there has been more limited activity and agents report limited interest in current listings
of multi-lot parcels. Market rents in the core urban areas have fallen suggesting
weakness in the demand for land for multi-family development, but single-family home
prices have been under upward pressure. A 2.5% upward adjustment is applied to the
older closed sales to reflect the best estimate of current market conditions and the
listings are adjusted to more probable selling points.
Adjustments for location are subjective. The subject, at the edge of the downtown area,
has a more favorable setting than most of the comparable sales. Sale 2 is slightly
superior in view outlook with some newer properties nearby. Sales 3, 5 and 6 are
nominally inferior.
Sales 1, 2, 5 and 6 are adjusted downward for superior density.
The sales are generally superior in site utility with Sale 5 the most similar.
399
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APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
A size adjustment is developed using a linear regression analysis of the adjusted price
(excluding size). Larger sales will typically have a lower price per square foot and in this
instance the market did indicate a minor price differential based on size. The regression
analysis produced the following adjustment.
Adj. Pr. Per Sq. Ft. Bef. Size
Sale Area Adj./Sq. Ft.
1 28,750 $51.65
2 3,000 $75.83
3 8,379 $46.71
4 6,523 $61.15
5 14,600 $73.97
6 15,589 $67.36
Correlation -0.352157826
Slope -0.000454827
Slope/1000 -0.454827215
Factor 0.75
Adjustment -$0.341120
The data has a moderate correlation coefficient of -0.35216 with a raw adjustment factor
of $0.4548 per 1000. The subject is larger than the comparables in size, so the
indicated factor is moved downward slightly to reflect a more probable adjustment for a
point outside the comparable size range.
The adjusted prices before size are shown graphically.
y = -0.0005x + 68.603
R² = 0.124
y = 67.718e-7E-06x
R² = 0.1213
$10.00
$20.00
$30.00
$40.00
$50.00
$60.00
$70.00
$80.00
$90.00
$100.00
0 5,000 10,000 15,000 20,000 25,000 30,000
Adj. Pr. Per Sq. Ft. Bef. Size
400
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APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
Price Per Square Foot
The available market data before adjustment ranges from roughly $49 to $117 per
square foot. After adjustment, the range narrows to roughly $35 to $67 per square foot.
Most of the sales fall between roughly $35 and $60 per square foot. The lower end of
this range or roughly $35 to $40 per square foot has the most support based on the
subject’s larger size, irregular shape and slope.
A weighting technique produces the following benchmark value.
Adjusted Total
Sale Price Weight Weight
1 $47.90 15% $7.18 Superior utility
2 $63.00 15% $9.45 Smaller size
3 $35.40 25% $8.85 Similar density
4 $48.92 25% $12.23 Similar density
5 $67.40 10% $6.74 Listing
6 $60.62 10% $6.06 Listing
100% $50.51
The benchmark figure of $50+ per square foot is a limited indicator as the subject falls
outside the range in size with other physical limitations. The lower end of the most
probable range is indicated based on the subject’s size, shape and slope. A most
probable value range is $35 to $40 per square foot. The most probable market value
range is
LAND VALUATION SUMMARY - Per Sq. Ft.
701 Spruce Avenue
40,974 Sq. Ft. @ $35.00 per Sq. Ft. = $1,434,090
40,974 Sq. Ft. @ $37.50 per Sq. Ft. = $1,536,525
40,974 Sq. Ft. @ $40.00 per Sq. Ft. = $1,638,960
The most probable value per square foot value is from the middle of the indicated range
or $1,537,000 rounded.
As a check on this estimate, linear and exponential regression trendline analyses were
applied. The individual estimates follow.
Linear Forecast: $50
Curvilinear Forecast:$51
The analyses had similar looking trendlines and R2 figures. This range is also limited in
reliability based on the subject’s physical attributes. The most proximate sales suggest
a lower value range while the higher-density sales indicate the upper end of the range.
401
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APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
Based on current market conditions, but considering the subject’s location, size, shape
and topography, the middle of the narrowed range, or $37.50 per square foot is the best
indication of value for the property.
The price per dwelling unit (DU) and price per FAR foot are also considered.
Price Per DU
The adjustment grid for price per dwelling unit follows this page.
The elements of comparison adjustments that were applied to the price per square foot
unit of comparison were also applied to the price per dwelling unit. The difference is that
dwelling unit density adjustment was calculated separately as was done for the size
adjustment in the price per square foot adjustment grid.
The available market data before adjustment ranges from roughly $180,000 to $450,000
per unit. After adjustment, the range narrows to roughly $327,302 to $430,633 per unit.
The adjustment process produces a material narrowing in the range.
Unadjusted Price Adjusted Price
$180,000 Low $327,302
$450,000 High $430,633
Mean Unadjusted Price $371,583
Weighted Mean Unadjusted Price $279,308
Mean Adjusted Price $372,886
The best indicators (3 and 4) suggest a range of roughly $400,000 to $430,000 with the
other sales indicating a value below $400,000 per unit. Most support is found in the
range of $350,000 to $400,000 based on the subject’s density limited by its physical
characteristics. The mean unadjusted, weighted mean unadjusted and mean adjusted
figures set a range of roughly $280,000 to $370,000. View outlook potential and lower
density suggests a higher value.
Linear and exponential analyses produced the following estimates.
Linear Forecast:$411,389
Curvilinear Forecast:$468,159
These figures are of more limited reliability because the subject has a probable density
below the low end of the range.
402
LAND SALES COMPARISON GRID / DU
Subject: Sale No. - 1 Sale No. - 2 Sale No. - 3 Sale No. - 4 Sale No. - 5 Sale No. - 6
Location 701 Spruce Avenue
South San Francisco
141 3rd Street
Daly City
223 Frankfort Street
Daly City
52 Franklin Avenue
South San Francisco
565 Magnolia Avenue
South San Francisco
NWC Crocker Avenue and
Scenic Way
Daly City
707-717 Templeton Avenue
Daly City
Sale Price N/A $2,700,000 $350,000 $412,000 $450,000 $1,600,000 $1,750,000
Property Rts. Conveyed Fee simple Fee simple Fee simple Fee simple Fee simple Fee simple Fee simple
Financing Terms Assumed Market All cash to seller Conventional All cash to seller All cash to seller N/A N/A
Conditions of Sale Assumed Market Market Market Market Market Market Market
Date of Sale Sep-21 Sep-21 Sep-21 Apr-21 Dec-19 Listing Listing
Location Residential Residential Residential Residential Residential Residential Residential
Zoning/HBU RL-8 / Residential I-D / Residential R-MLD / Residential RL-8 / Residential RL-8 / Residential PD / Residential R-MLD / Residential
Density DU / Ac. 4.3 /Ac. 22.7 /Ac. 14.5 /Ac. 5.2 /Ac. 6.7 /Ac. 11.9 /Ac. 11.2 /Ac.
Site Utility Poor Average Fair Fair Fair/Avg. Poor Fair
Interim Income Nominal Average Average Average Average Average Average
Plans/Entitlements Assumed None None None None None None None
Demolition/Environmental Assumed Nominal Nominal Nominal Nominal Nominal Nominal Nominal
Land Area (Sq. Ft.) 40,974 28,750 3,000 8,379 6,523 14,600 15,589
Unadjusted Price/DU N/A $180,000 $350,000 $412,000 $450,000 $400,000 $437,500
Financing/Fee/Conditions -15%
Market Conditions (Time)2.50%4.28% -25.00% -10%
Adjusted Price/DU $180,000 $350,000 $412,000 $469,243 $300,000 $328,125
Location/Timing -5% 5% 5% 5%
Zoning/HBU -25% -20%-15% -15%
Site Utility -20% -10% -10% -15% -10%
Interim Income
Demolition/Env./Non-RE
FAR Adj.$13,153.337 135% 38% 3% 7% 34% 28%
Net Physical Adjustment 90% 3% -2% -8% 24% 0%
Adjusted Price/DU $342,027 $362,216 $403,995 $430,633 $371,143 $327,302
Net Adjustment 90.0% 3.5% -1.9% -4.3% -7.2% -25.2%
Gross Adjustment 180.0% 73.5% 18.1% 26.0% 78.7% 90.7%
403
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APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
The adjusted prices before density are shown graphically.
The subject has a mid-block setting at the fringe of downtown with a lower allowable
density which tends to have more of an influence on price per unit. The various
analyses suggest a broad value range of $350,000 to $400,000, with a more probable
range around $375,000, as follows.
LAND VALUATION SUMMARY - Per Dwelling Unit
701 Spruce Avenue
4 Units @ $365,000 per DU = $1,460,000
4 Units @ $375,000 per DU = $1,500,000
4 Units @ $385,000 per DU = $1,540,000
The most probable value per dwelling unit is from the middle of the indicated range or
$1,500,000 rounded.
Price per FAR Foot
The adjustment grid for price per FAR foot follows this page.
The elements of comparison adjustments that were applied to the price per square foot
unit of comparison were also applied to the price per FAR foot. The difference is that
FAR density adjustment was calculated separately as was done for the size adjustment
in the price per square foot adjustment grid.
The available market data before adjustment ranges from roughly $90 to $229 per FAR
foot. After adjustment, the range narrows to roughly $67 to $190 per FAR foot.
y = 658217e-0.08x
R² = 0.9626
y = -17538x + 485939
R² = 0.9703
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
$500,000
0.0 5.0 10.0 15.0 20.0 25.0
Price Per DU
404
LAND SALES COMPARISON GRID / FAR Ft.
Subject: Sale No. - 1 Sale No. - 2 Sale No. - 3 Sale No. - 4 Sale No. - 5 Sale No. - 6
Location 701 Spruce Avenue
South San Francisco
141 3rd Street
Daly City
223 Frankfort Street
Daly City
52 Franklin Avenue
South San Francisco
565 Magnolia Avenue
South San Francisco
NWC Crocker Avenue and
Scenic Way
Daly City
707-717 Templeton Avenue
Daly City
Sale Price N/A $2,700,000 $350,000 $412,000 $450,000 $1,600,000 $1,750,000
Property Rts. Conveyed Fee simple Fee simple Fee simple Fee simple Fee simple Fee simple Fee simple
Financing Terms Assumed Market All cash to seller Conventional All cash to seller All cash to seller N/A N/A
Conditions of Sale Assumed Market Market Market Market Market Market Market
Date of Sale Sep-21 Sep-21 Sep-21 Apr-21 Dec-19 Listing Listing
Location Residential Residential Residential Residential Residential Residential Residential
Zoning/HBU RL-8 / Residential I-D / Residential R-MLD / Residential RL-8 / Residential RL-8 / Residential PD / Residential R-MLD / Residential
Density Base Max FAR 0.21.00.80.20.30.7 11.2 /Ac.
Site Utility Poor Average Fair Fair Fair/Avg. Poor Fair
Interim Income Nominal Average Average Average Average Average Average
Plans/Entitlements Assumed None None None None None None None
Demolition/Environmental Assumed Nominal Nominal Nominal Nominal Nominal Nominal Nominal
Floor Area (FAR Ft.) 8,000 30,000 2,500 1,800 2,000 10,000 15,589
Unadjusted Price/DU N/A $90 $140 $229 $225 $160 $177
Financing/Fee/Conditions -15%
Market Conditions (Time)2.50%4.28% -25.00% -10%
Adjusted Price/DU $90 $140 $229 $235 $120 $133
Location/Timing -5% 5% 5% 5%
Zoning/HBU -25% -20%-15% -15%
Site Utility -20% -10% -10% -15% -10%
Interim Income
Demolition/Env./Non-RE
FAR Adj.$0.00440 108% -17% -12% -11% 7% 25%
Net Physical Adjustment 63% -52% -17% -26% -3% -3%
Adjusted Price/DU $146 $67 $190 $173 $117 $129
Net Adjustment 62.6% -52.3% -16.9% -23.1% -27.0% -27.1%
Gross Adjustment 152.6% 52.3% 26.9% 30.5% 52.3% 88.2%
405
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APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
Unadjusted Price Adjusted Price
$90 Low $67
$229 High $190
Mean Unadjusted Price $170
Weighted Mean Unadjusted Price $127
Mean Adjusted Price $137
This indicator is more limited in reliability as some unit sizes are estimated. The best
indicators suggest a range of roughly $175 to $190 per FAR foot with most support from
the upper end of the range based on unit size and view amenity. The mean unadjusted,
weighted mean unadjusted and mean adjusted figures set a range of roughly $125 to
$170.
Linear and exponential analyses produced the following estimates.
Linear Forecast:$139
Curvilinear Forecast:$126
The adjusted prices before size are shown graphically.
The most probable value range of $180 to $190, as follows.
LAND VALUATION SUMMARY - FAR Ft.
701 Spruce Avenue
8,000 FAR Ft. @ $180 per FAR Ft. = $1,440,000
8,000 FAR Ft. @ $185 per FAR Ft. = $1,480,000
8,000 FAR Ft. @ $190 per FAR Ft. = $1,520,000
y = -0.0044x + 174.02
R² = 0.5565
y = 174.11e-4E-05x
R² = 0.5831
$0
$50
$100
$150
$200
$250
0 5,000 10,000 15,000 20,000 25,000 30,000 35,000
Price Per FAR Foot
406
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APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
The most probable value per FAR foot value is from the middle of the indicated range or
$1,480,000 rounded.
Reconciliation
The units of comparison that were analyzed provided the following value indications:
/SF Low $1,434,090
/SF Probable $1,536,525
/SF High $1,638,960
/DU Low $1,460,000
/DU Probable $1,500,000
/DU High $1,540,000
/FAR Ft. Low $1,440,000
/FAR Ft. Probable $1,480,000
/FAR Ft. High $1,520,000
This sets a broad range of value of:
Broad Range $1,434,000 to $1,639,000
Each unit of comparison had a most probable value indication of:
Unit of Comparison Indicators /Unit
Per Sq. Ft.: $1,536,525 $37.50
Per DU: $1,500,000 $375,000
Per FAR Ft. $1,480,000 $185
Measures of variance suggest the price per square foot and price per DU units of
comparison adjusted well. The price per FAR foot is less reliable.
Coefficient of Variation or Relative Variability
Unadjusted Adjusted
Price Per Square Foot: 0.27 0.20
Price Per DU: 0.25 0.09
Price Per FAR Foot: 0.28 0.29
The data sets a most probable value range of:
Indicators Range $1,480,000 to $1,537,000
The units of comparison are typically applied in the market area with the price per
square foot and price per DU given more weight. They set a narrow range of
407
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APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
$1,480,000 to $1,537,000. The range is narrow, so most weight is placed on the center
of the range.
Based on the preceding, and after considering the factors that influence value including
the area, neighborhood, site, improvements, highest and best use, and available market
data, and subject to the stated limiting conditions and assumptions, certification, and
definition of value, it is my opinion that, as of the date of valuation, the property at
701 Spruce Avenue, South San Francisco, California, had an undivided fee simple
estate market value - as is – of
Larger Parcel Reconciled Value - As Is $1,500,000
Extraordinary Valuation Assumption: The global outbreak of a “novel coronavirus”
known as COVID-19 was officially declared a pandemic by the World Health Organization
(WHO) in March 2020. The reader is cautioned, and reminded, that the conclusions
presented in this appraisal report apply only as of the effective date(s) indicated. The
appraiser makes no representation as to the effect on the subject property of any
unforeseen event after the effective date of the appraisal.
The valuation is based on the supposition that the excess property (residual lot) can be severed
from the residential parcel at 701 Spruce Avenue. A hypothetical condition assumes something
about the property that is contrary to known fact but is supposed for valuation purposes. The
use of this condition may have an affect on the assignment results and the appraiser reserves
the right to review the valuation conclusions should additional information become available.
Value As If Vacant
As used in the highest and best use analysis, the land value needs adjustment for
demolition costs. Typical estimates for demolition range from $10 to $20 per square
foot. The subject would likely have some recyclable items suggesting a lower figure.
Building Area 1,995
Demo. Cost $10
Total $19,950
The indicated value of the property, as vacant, is
Reconciled - As Is $1,500,000
Demolition Cost -$19,950
Value - As Vacant $1,480,050
Rounded to $1,475,000
Larger Parcel Reconciled Value - As Vacant $1,475,000
408
Page 63.
APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
Residual Value of Excess Parcel
The rear or Excess Parcel is approximately 25,763 square feet in size. To estimate the
value of the Excess Parcel, the residual value of the front parcel, the costs associated
with separation of the parcel from the larger parcel and the differential in costs
associated with new development based on slope are deducted from the value of the
Larger Parcel.
The smaller front parcel is assumed to support just one unit. The parcel would have
more direct street access and is given a slightly higher value than the average of four
units. The average estimate is $375,000. With a slightly more favorable setting, the front
parcel is valued at $400,000.
Subdivision costs, surveying, mapping, legal, developer’s overhead costs are estimated
at $50,000 based on surveys of various sources including developers.
The cost estimate used in the highest and best use section applied a nominally higher
building cost factor to account for the type of development the site will require versus
what is more commonly found in the neighborhood. The delta is $26 per square foot for
8,000 square feet or $208,000.
These marginal costs are deducted from the value of the Larger Parcel to arrive at the
value of the Excess Parcel.
Value of Larger Parcel $1,475,000
Less Front Parcel -$400,000
Less Subdivision Costs -$50,000
Less Cost Differential -$208,000
Residual Value $817,000
Rounded to $820,000
Excess Lot/Sq. Ft. 25,763
Value/Sq. Ft. $31.83
Based on the available market data and subject to the stated limiting conditions and
assumptions, as of the effective date of value, the Excess Parcel had a market value of
Market Value – Excess Parcel – As Is $820,000
Extraordinary Valuation Assumption: The global outbreak of a “novel coronavirus”
known as COVID-19 was officially declared a pandemic by the World Health Organization
(WHO) in March 2020. The reader is cautioned, and reminded, that the conclusions
presented in this appraisal report apply only as of the effective date(s) indicated. The
appraiser makes no representation as to the effect on the subject property of any
unforeseen event after the effective date of the appraisal.
409
Page 64.
APPRAISAL:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA
The valuation is based on the supposition that the excess property (residual lot) can be severed
from the residential parcel at 701 Spruce Avenue. A hypothetical condition assumes something
about the property that is contrary to known fact but is supposed for valuation purposes. The
use of this condition may have an affect on the assignment results and the appraiser reserves
the right to review the valuation conclusions should additional information become available.
Marketing/Exposure Time Estimate
In order to fully understand the value opinion, it is relevant to place the figure in the
perspective of marketing or exposure time. Real estate is not a liquid investment. It
takes time to properly market. It is also a complex investment with significant legal
impediments to transfer. For these reasons, it is important to understand how long a
property may take to sell in the open market. Exposure time is based on the
presumption that the property has been on the market in advance of the effective date
of value. Marketing time is based on the presumption that the property will be put on the
market as of the effective date of value. In this instance, market conditions are
uncertain, but the subject has a generally favorable setting, and marketing and
exposure times are the same.
Days On Market Times
Sale 1 141 3rd Street 300+-
Sale 2 223 Frankfort Street 40
Sale 3 52 Franklin Avenue 22
Sale 4 565 Magnolia Avenue 113
Sale 5 NWC Crocker Avenue and Scenic Way 57
Sale 6 707-717 Templeton Avenue 32
Based on general market data and other sales reviewed and assuming adequate
exposure and competent representation, it is my opinion that the subject would have a
marketing time of four to eight months.
410
ADDENDA:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA PAGE 65.
Definitions
411
ADDENDA:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA PAGE 66.
The following definitions, as applicable, are used in this appraisal. They are taken from
the The Dictionary of Real Estate Appraisal, Sixth Edition, unless otherwise noted.
Market Value
The most probable price which a property should bring in a competitive and open
market under all conditions requisite to a fair sale, the buyer and seller each acting
prudently and knowledgeably, and assuming the price is not affected by undue stimulus.
Implicit in this definition is the consummation of a sale as of a specified date and the
passing of title from seller to buyer under conditions whereby:
1. buyer and seller are typically motivated;
2. both parties are well informed or well advised, and acting in what they consider
their best interests;
3. a reasonable time is allowed for exposure in the open market;
4. payment is made in terms of cash in United States dollars or in terms of financial
arrangements comparable thereto; and
5. the price represents the normal consideration for the property sold unaffected by
special or creative financing or sales concessions granted by anyone associated
with the sale.
(Source: The Appraisal of Real Estate, 12th Edition)
"As-Is" Market Value Estimate
The estimate of market value of real property in its current physical condition, use, and
zoning as of the appraisal date. (Interagency Appraisal and Evaluation Guidelines and
6th Edition of The Dictionary of Real Estate Appraisal).
Fee Simple Estate
Absolute ownership unencumbered by any other interest or estate, subject only to the
limitations imposed by the governmental powers of taxation, eminent domain, police
power, and escheat. (6th Edition of The Dictionary of Real Estate Appraisal)
Leased Fee Interest
The ownership interest held by the lessor, which includes the right to receive the
contract rent specified in the lease plus the reversionary right when the lease expires.
(6th Edition of The Dictionary of Real Estate Appraisal)
Leasehold Interest
The interest held by the lessee to use and occupy real estate for a stated term under
the conditions specified in the lease. (6th Edition of The Dictionary of Real Estate
Appraisal)
412
ADDENDA:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA PAGE 67.
Easement
The right to use another’s land for a stated purpose. (6th Edition of The Dictionary of
Real Estate Appraisal)
Market Rent
The most probable rent that a property should bring in a competitive and open market
reflecting all conditions and restrictions of the specified lease agreement including the
rental adjustment and revaluation, permitted uses, use restrictions, expense obligations,
term, concessions, renewal and purchase options, and tenant improvements. (6th
Edition of The Dictionary of Real Estate Appraisal)
Condominium Ownership (Fee)
A form of fee ownership of separate units or portions of multiunit buildings that provides
for formal filing and recording of a divided interest in real property. (6th Edition of The
Dictionary of Real Estate Appraisal)
Planned Unit Development (PUD)
A type of building development designated as a grouping of complementary land uses,
such as housing, schools, recreation, retail, office, and industrial parks, contained within
a single master development; usually includes common area and common area
maintenance obligations in the form of owners association dues. (6th Edition of The
Dictionary of Real Estate Appraisal)
Cost Approach
A set of procedures through which a value indication is derived for the fee simple
interest in a property by estimating the current cost to construct a reproduction of (or
replacement for) the existing structure, including an entrepreneurial incentive, deducting
depreciation from the total cost, and adding the estimated land value. Adjustments may
then be made to the indicated fee simple value of the subject property to reflect the
value of the property interest being appraised.
Sales Comparison Approach
A set of procedures in which a value indication is derived by comparing the property
being appraised to similar properties that have been sold recently, then applying
appropriate units of comparison and making adjustments to the sale prices of the
comparables based on the elements of comparison. The sales comparison approach
may be used to value improved properties, vacant land, or land being considered as
though vacant; it is the most common and preferred method of land valuation when an
adequate supply of comparable sales are available.
Income Approach
A set of procedures through which an appraiser derives a value indication for an
income-producing property by converting its anticipated benefits (cash flows and
413
ADDENDA:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA PAGE 68.
reversion) into property value. This conversion can be accomplished in two ways. One
year's income expectancy can be capitalized at a market-derived capitalization rate or at
a capitalization rate that reflects a specified income pattern, return on investment, and
change in the value of the investment. Alternatively, the annual cash flows for the
holding period and the reversion can be discounted at a specified yield rate.
R-squared – Coefficient of Determination
R2 is the proportion of the variance in the dependent variable that is predictable from the
independent variable and is used in the prediction of future outcomes or the testing of
hypotheses. (Multiple sources combined.)
R – Correlation Coefficient or the Coefficient of Correlation
The correlation coefficient, denoted by r, tells how closely data in a scatterplot falls
along a straight line. The closer that the absolute value of r is to 1 or -1, the closer that
the data is described by a linear equation. (Multiple sources combined.)
414
ADDENDA:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA PAGE 69.
Addendum: Qualifications
415
ADDENDA:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA PAGE 70.
Joseph I. Napoliello, MAI
Commercial – Industrial – Residential – Real Estate Appraisal and Consultation
840 Olive Avenue #3, So. San Francisco, CA 94080 415-309-6728 Joe@JNval.com
QUALIFICATIONS
Joseph I. Napoliello, MAI
GENERAL Bay Area resident since 1982; born and raised in southern
New Jersey
EDUCATION Boston University, Boston, MA
M.S.B.A. Business, 1978
Loyola University, New Orleans, LA
B.B.A. Finance, 1976
Recent professional coursework and exams:
Real Estate Appraisal Principles (AI)
Basic Valuation Procedures (AI)
Capitalization Theory - Part A (AI)
Capitalization Theory - Part B (AI)
Standards of Professional Practice (AI)
Case Studies in R.E. Valuation (AI)
Report Writing and Valuation Analysis (AI)
Highest and Best Use and Feasibility Analysis - Non-Residential
(Seminar)
Highest and Best Use and Market Analysis (AI)
Rates, Ratios and Reasonableness (Seminar)
Easement Valuation (Seminar)
Valuation of Detrimental Conditions (Seminar)
PROFESSIONAL
PRESENTATIONS
2004 Appraisal Institute Valley Seminar: “Critical Documents
–The Preliminary Title Report”
2004 Appraisal Today – Moderator – Commercial Appraisal
Liability
PROFESSIONAL State Certified General Appraiser - California - #AG003794
AFFILIATIONS MAI Member, Appraisal Institute, #11786
Past Member, Board of Directors, Northern California
Chapter of the Appraisal Institute, past Chair of Education
Committee
COURT TESTIMONY Qualified as an expert witness in Superior Court - Counties
of San Francisco and San Mateo
416
ADDENDA:701SPRUCE AVENUE,SOUTH SAN FRANCISCO,CALIFORNIA PAGE 71.
Joseph I. Napoliello, MAI
- 2 -
EMPLOYMENT
Owner and Senior Appraiser (since August 1989), San Bruno, CA. - independent fee
appraisers and consultants specializing in commercial, industrial, and multi-family
residential properties. (Formerly Haley Appraisal Company, Inc.)
February 2002 to 2006:
Land acquisition agent for County of San Mateo and various cities on the San Francisco
Peninsula on public right-of-way projects.
August 1987 to August 1989:
Vice President, General Manager and Associate Appraiser, Haley, O'Brien and O'Brien,
San Francisco, CA. - Independent fee appraisers specializing in commercial and
industrial properties.
August 1986 to July 1987:
Staff Appraiser, Class II, Sears Mortgage Corporation, South San Francisco, CA. -
residential appraisals of single family, condo, PUD, and 2-4 unit properties.
August 1985 to August 1986:
Residential Loan Representative, Sears Mortgage Corporation, Daly City, CA.
January 1981 to August 1985:
Sales and Marketing Positions, Dean Witter Reynolds Inc., Monterey, CA and San
Francisco, CA - major securities dealer.
May 1976 to January 1981:
Finance and Accounting Officer, U.S. Army, various duty stations.
PROPERTY TYPES APPRAISED
Office buildings Industrial buildings
Mixed-use buildings Vacant land
Shopping Centers Leased Land
Apartment complexes Retail buildings
Condominium projects Single Family Residences / Condo & PUD Units
Hotels Special Purpose Properties
Easements and partial takings Appraisal Reviews
417
_________________________________________________________________________________________________________
Associated Right of Way Services, Inc.
1255 Treat Blvd., Suite 815
Walnut Creek, CA 94597
925.691.8500
No. 22152
Appraisal Report
for
City of South San Francisco
Zhang Property
Portion of 701 Spruce Avenue
South San Francisco, CA
APN: 012-131-040
Prepared by:
Erik Woodhouse, MAI, R/W-AC
Senior Appraiser
Date of Report: May 10, 2023
Date of Value: March 27, 2023
418
Corporate Office
1255 Treat Blvd., Suite 815
Walnut Creek, CA 94597
925.691.8500 phone
925.691.6505 fax
www.arws.com
May 10, 2023
Ms. Nell Sellander
Director, Economic & Community Development Department
City of South San Francisco
PO Box 711
South San Francisco, CA 94083-0711
Re: Potential acquisition of a portion of 701 Spruce Avenue
Owner: Zhang
Property Address: Portion of 701 Spruce Avenue, South San Francisco, CA
APN: 012-131-040
Dear Ms. Sellander:
In accordance withour contract with the City of South San Francisco, an appraisal has been made
of the market value of a portion of 701 Spruce Avenue, which may be acquired by the City of
South San Francisco through a negotiated agreement. It is understood that the current owner of
the property is seeking to sell the site to the City, and the acquisition would not be under the threat
of condemnation. The final valuation conclusion is included in the following report.
This Appraisal Report is prepared in conformance with the Uniform Standards of Professional
Appraisal Practice, Standard Rule 2-2(a). This report contains a description of the subject
property, the property rights to be acquired, a valuation conclusion for the property to be acquired
and an estimate of market value.I havecompleted an inspection of the subject, gathered pertinent
information, sales and other data relevant to the valuation and analyzed the data to reach my
conclusions. The property owner, Sky Zhang, accompanied me during an inspection of the
property on March 27, 2023. The date of value is the date of the site inspection.
The opinion of the market value of the property interests considered for acquisition for the project
is as shown in the following Summary of Salient Facts and Conclusions, which is made a part of
this transmittal letter and appraisal report. The accompanying report is submitted for your review
and approval for acquisition purposes and is subject to the Assumptions and Limiting Conditions
included herein.
Sincerely,
Erik Woodhouse, MAI, R/W-AC
State Certified General Appraiser
CA License No. AG034630
419
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
Summary of Salient Facts and Conclusions
Estimate of Market Value
$250,000
Date of Valuation: March 27, 2023 (date of site visit)
Assessor's Parcel Number: 012-131-040
Property Location/Address: Portion of 701 Spruce Avenue, South San Francisco,
CA
Owned Since: Over five years
Owner: Zhang
Occupied By: Owner
Principal Improvements: None
Total Site Area: Approximately 0.59 acre or 25,763 square feet
Zoning: RL-8 – Low Density Residential
General Plan: Low Density Residential
Highest and Best Use:
As Vacant Hold for speculative residential development
Flood Hazard Information: Flood Zone X, Map No. 06081C0041E, dated October
16, 2012
Earthquake Information: Not located in an Earthquake Fault Zone
Environmental Assessment: No known contamination issues
The intent of this appraisal assignment is to conduct an investigation approximating the
thoroughness that a typical buyer would conduct when considering similar property on the open
market in the subject’s neighborhood and competing markets, and in conformance with the
necessary policies and techniques used by appraisers in developing an estimate of market value.
An inspection of the subject was conducted to determine size, condition and utility of the property.
Searches of public records, real estate listings and sales services were employed to obtain data.
Relevant property sales were researched and confirmed to the extent possible. Since the
420
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
property being appraised includes only land, the value of the land has been estimated by applying
the Sales Comparison Approach. The conclusion of value for the Sales Comparison Approach is
determined following appropriate adjustments to properties that have sold and are similar to the
subject, considering the unit prices paid in the market for this type of property. The income and
cost approaches are not considered applicable to this assignment since the approaches do not
typically apply to the valuation of land.
421
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
Subject Location Map
422
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
Table of Contents
LETTER OF TRANSMITTAL
SUMMARY OF SALIENT FACTS AND CONCLUSIONS
SUBJECT LOCATION MAP
INTRODUCTION ..................................................................................................................................... 1
PURPOSE OF THE APPRAISAL .................................................................................................................. 1
SCOPE OF ASSIGNMENT ......................................................................................................................... 1
INTENDED USE OF THE APPRAISAL ........................................................................................................... 1
CLIENT AND INTENDED USER OF THE APPRAISAL ....................................................................................... 1
DATE OF VALUATION .............................................................................................................................. 1
PROPERTY INTEREST APPRAISED ............................................................................................................ 2
MARKET VALUE DEFINED ........................................................................................................................ 2
REASONABLE EXPOSURE TIME ................................................................................................................ 2
CERTIFICATION OF APPRAISER ................................................................................................................ 3
ASSUMPTIONS AND LIMITING CONDITIONS ................................................................................................ 5
HYPOTHETICAL CONDITIONS ................................................................................................................... 7
EXTRAORDINARY ASSUMPTIONS .............................................................................................................. 7
GENERAL INFORMATION ..................................................................................................................... 9
REGION, CITY AND NEIGHBORHOOD DATA ................................................................................................ 9
REAL ESTATE MARKET CONDITIONS ...................................................................................................... 10
Residential Market ........................................................................................................................................ 12
SUBJECT PROPERTY INFORMATION ................................................................................................ 15
SUBJECT PROPERTY DATA SUMMARY .................................................................................................... 15
PROPERTY DESCRIPTION ...................................................................................................................... 21
Site Description ............................................................................................................................................ 21
TITLE AND PROPERTY HISTORY ............................................................................................................. 23
Existing Easements ...................................................................................................................................... 23
FLOOD HAZARD INFORMATION ............................................................................................................... 23
EARTHQUAKE INFORMATION .................................................................................................................. 24
ENVIRONMENTAL ASSESSMENT ............................................................................................................. 24
ZONING AND GENERAL PLAN OF THE SUBJECT PROPERTY ....................................................................... 25
HIGHEST AND BEST USE ANALYSIS ........................................................................................................ 27
VALUATION ......................................................................................................................................... 29
VALUATION METHODOLOGY .................................................................................................................. 29
SALES COMPARISON APPROACH ........................................................................................................... 30
Sales Data Summary .................................................................................................................................... 30
Sales Data Analysis ...................................................................................................................................... 50
Valuation Conclusion .................................................................................................................................... 52
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Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
MAPS AND EXHIBITS
SURVEY MAP....................................................................................................................................... 16
ASSESSOR’S PARCEL MAP .................................................................................................................... 17
SUBJECT AERIAL PHOTOGRAPH............................................................................................................. 18
SUBJECT PROPERTY PHOTOGRAPHS ..................................................................................................... 19
COMPARABLE LAND SALE DATA SHEETS, AERIAL PHOTOGRAPHS, AND PARCEL MAPS ................................ 32
ADDENDA
APPRAISER QUALIFICATIONS
424
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Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
1
Introduction
Purpose of the Appraisal
The purpose of this appraisal is to furnish an opinion of the market value of the entire subject
property as defined and described in this report. It is understood that the conclusions of this
appraisal may be used to negotiate the acquisition of the property by the City of South San
Francisco. It is understood that the acquisition would not be under the threat of condemnation.
Scope of Assignment
The subject property was inspected to determine the size, condition, and utility of the underlying
land and existing improvements and/or encumbrances. Searches of public records, real estate
listings and sales services were employed to obtain data. Analysis of market conditions was
completed, both general and specific to the market. Market participants were interviewed.
Relevant property sales were researched and confirmed to the extent possible. The data is set
out in the property valuation section.
The Appraisal Report conforms to Standards Rule 2-2(a) of the Uniform Standards of Professional
Appraisal Practice. The information contained in this report is specific to the needs of the Client
and for the intended use stated in this report. I am not responsible for unauthorized use of this
report. The intent of this report is to provide sufficient data and analysis so as to have no
misleading information and a conclusion of value of high reliability.
Intended Use of the Appraisal
The intended use of the appraisal and report is to provide the City of South San Francisco with
an estimate of the market value of the subject property. It is understood that the conclusions of
this appraisal may be used to negotiate the acquisition of the property by the City of South San
Francisco. It is understood that the acquisition would not be under the threat of condemnation.
The appraisal report is subject to administrative review by the Client.
Client and Intended User of the Appraisal
The Client and the intended user of this appraisal report is the City of South San Francisco.
Date of Valuation
The property in this report has been valued as of March 27, 2023. The date of value is the date
of the site inspection.
425
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
2
Property Interest Appraised
This appraisal addresses the fee simple estate in the subject property. The fee simple estate is
defined as follows:
“Absolute ownership unencumbered by any other interest or estate, subject only to the limitations
imposed by the governmental powers of taxation, eminent domain, police power, and escheat.”
(The Dictionary of Real Estate Appraisal, Seventh Edition, published by the Appraisal Institute)
Market Value Defined
12 CFR § 34.42(h); The Appraisal of Real Estate, 15th Edition, published by the Appraisal
Institute)
“The most probable price which a property should bring in a competitive and open market under
all conditions requisite to a fair sale, the buyer and seller each acting prudently, knowledgeably
and assuming the price is not affected by undue stimulus. Implicit in this definition are the
consummation of a sale as of a specified date and the passing of title from seller to buyer under
conditions whereby:
1. Buyer and seller are typically motivated;
2. Both parties are well informed or well advised, and each acting in what he or she considers
his or her own best interest;
3. A reasonable time is allowed for exposure in the open market;
4. Payment is made in terms of cash in U.S. dollars or in terms of financial arrangements
comparable thereto; and
5. The price represents the normal consideration for the property sold unaffected by special
or creative financing or sales concessions granted by anyone associated with the sale.”
Reasonable Exposure Time
Uniform Standards of Professional Appraisal Practice (USPAP 2020/2021 edition: Definitions)
defines exposure time as follows:
“EXPOSURE TIME: an opinion, based on supporting market data, of the length of time
that the property interest being appraised would have been offered on the market prior to
the hypothetical consummation of a sale at market value on the effective date of the
appraisal.”
Exposure time is presumed to be a reasonably adequate and sufficient period of time with
adequate effort necessary to result in a sale fulfilling the definition of value. It is presumed to be
a period immediately preceding the effective date of value. Based on the data researched for this
assignment, an exposure time of approximately one year is estimated.
USPAP’s 2020-21 edition is effective through December 31, 2023.
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3
Certification of Appraiser
I hereby certify that to the best of my knowledge and belief:
I have personally inspected the property that is the subject of this report.
The statements of fact contained in the appraisal report are true and correct, and the information
upon which the opinions expressed therein are based is correct; subject to the Limiting Conditions
therein set forth.
Neither my employment nor my compensation for completing this assignment is in any way
contingent upon the values reported herein. My compensation is not contingent upon the
developing or reporting of predetermined values or direction in value that favors the cause of the
Client, the amounts of the value opinions, the attainment of a stipulated result or the occurrence
of a subsequent event directly related to the intended use of this appraisal.
I have no present or prospective interest in the property that is the subject of this report and no
personal interest with respect to the parties involved.
I have performed no services as an Appraiser or in any other capacity regarding the property that
is the subject of this report within a three-year period immediately preceding the acceptance of
this assignment.
I have no bias with respect to the property that is the subject of this report or to the parties involved
with this assignment.
The reported analyses, opinions, and conclusions are limited only by the reported Assumptions
and Limiting Conditions, and are my own personal, impartial, unbiased professional analyses,
opinions, and conclusions.
The reported analyses, opinions, and conclusions were developed, and this report, to the best of
my knowledge and belief, has been prepared in conformity with the requirements of the Code of
Professional Ethics and Standards of Appraisal Practice of the Appraisal Institute, which includes
the Uniform Standards of Professional Appraisal Practice (USPAP).
The use of this report is subject to the requirements of the Appraisal Institute relating to review by
its duly authorized representatives. As of the date of this report, I have completed the continuing
education program for Designated Members of the Appraisal Institute.
The opinion of market value for the subject property as of the date of valuation is set forth in the
Summary of Salient Facts and Conclusions and is based upon my independent appraisal and the
exercise of professional judgment.
No one provided significant real property assistance to the person signing this Certification.
I hereby certify that my opinion of the market value of the property appraised as described in this
report is included herein and that my opinions and conclusions were made subject to the
427
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
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4
Assumptions and Limiting Conditions in this report and without collusion, coercion or direction
from anyone as to value.
May 10, 2023
Date Erik Woodhouse, MAI, R/W-AC
State Certified General Appraiser
CA License No. AG034630
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Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
5
Assumptions and Limiting Conditions
The following Assumptions and Limiting Conditions have been relied upon and used in making
this appraisal and estimating the respective values required by the purpose of the appraisal and
its intended use.
x No responsibility is assumed for legal or title considerations. Title to the property is
assumed to be good and marketable, unless otherwise stated in this report.
x The property is appraised free and clear of any or all liens and encumbrances, unless
otherwise stated in this report.
x Responsible ownership and competent property management are assumed, unless
otherwise stated in this report.
x The information furnished by others is believed to be reliable. However, no warranty is
given for its accuracy.
x Sketches, plat maps, or photographs contained in this report are included to assist the
reader in visualizing properties and no survey has been made of the property by the
Appraiser.
x No responsibility is assumed for discovery of hidden or non-apparent conditions of the
property, subsoil, or the structures that render it more or less valuable. Encroachment of
real property improvements is assumed to not exist. No responsibility is assumed for
arranging for engineering studies or a survey, which may be required to discover these
conditions.
x It is assumed that the subject is in full compliance with all applicable Federal, State, and
local environmental regulations and laws, unless otherwise stated in this report.
x It is assumed that all applicable zoning and use regulations and restrictions have been
complied with, unless nonconformity has been stated, defined, and considered in this
report.
x It is assumed that all required licenses, certificates of occupancy, or other legislative or
administrative authority from any local, state, or national governmental or private entity or
organization have been, or can be, obtained or renewed for any use on which the value
conclusions contained in this report are based.
x The Appraiser is not a soil expert. The existing soil and substructure has been assumed
adequate for existing or proposed uses unless contrary information is provided and
contained in this report. It is advisable to have a soil analysis and report completed by a
qualified soil engineer, or other qualified expert, so that any interested party will become
knowledgeable as to the important soil information including seismic data, soil
contaminants, type of fill, if any, or other relevant matters.
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x Unless otherwise stated in this report, it is assumed that there are no hazardous or toxic
substances in the soil comprising the subject land.
x Unless otherwise stated in this report, the subject property is appraised without a specific
compliance survey having been conducted to determine if the property is or is not in
conformance with the requirements of the Americans with Disabilities Act. The presence
of architectural and communications barriers that are structural in nature and would restrict
access by disabled individuals may adversely affect the property’s values, marketability,
or utility.
x The distribution, if any, of the total valuation in this report between land and improvements
applies only under the stated program of utilization. The separate allocations for land and
improvements must not be used in conjunction with any other appraisal and are invalid if
so used.
x Possession of this report, or a copy thereof, does not carry with it the right of publication.
It may not be used for any purpose by any person other than the party to whom it is
addressed without the written prior consent of the Appraiser, and in any event, only with
proper written qualification and only in its entirety.
x The delivery and/or possession of this report does not require the Appraiser to attend or
give testimony at any meeting, public hearing, pretrial conference, deposition or court trial
unless there is a written agreement between the Appraiser and the party possessing or
relying on this report or requesting such services.
x Neither all nor any part of the contents of this report (especially any conclusions as to
value, the identity of the Appraiser, or the firm with which the Appraiser is connected) shall
be disseminated to the public through advertising, public relations, news sales, or other
media.
x A preliminary title report for the subject property was not provided. The Appraiser relied
on public records, assessor’s parcel maps, and/or exhibits provided by the Client and
current property owner to determine the location, size, and shape of the subject property.
Additionally, property boundaries were staked by survey commissioned by the property
owner.
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Hypothetical Conditions
Uniform Standards of Professional Appraisal Practice (USPAP 2020/2021 edition: Definitions)
defines hypothetical condition as follows:
“HYPOTHETICAL CONDITION: a condition, directly related to a specific assignment,
which is contrary to what is known by the appraiser to exist on the effective date of the
assignment results, but is used for the purpose of analysis.
Comment: Hypothetical conditions are contrary to known facts about physical, legal, or
economic characteristics of the subject property; or about conditions external to the
property, such as market conditions or trends; or about the integrity of data used in an
analysis.”
The following hypothetical conditions are used for this appraisal and may affect the assignment
results:
x According to the property owner, a fence located within the southwest corner of the subject
property is owned by the City of South San Francisco, which owns the adjoining parcel to
the southwest, and is encroaching on the subject site. This appraisal has been conducted
as if this encroachment were not present.
USPAP’s 2020-21 edition is effective through December 31, 2023.
Extraordinary Assumptions
Uniform Standards of Professional Appraisal Practice (USPAP 2020/2021 edition: Definitions)
defines extraordinary assumptions as follows:
“EXTRAORDINARY ASSUMPTION: an assignment-specific assumption as of the
effective date regarding uncertain information used in an analysis which, if found to be
false, could alter the appraiser’s opinions or conclusions.
Comment: Uncertain information might include physical, legal, or economic characteristics
of the subject property; or conditions external to the property, such as market conditions
or trends; or about the integrity of data used in an analysis.”
The following extraordinary assumptions are used for this appraisal and may affect the
assignment results:
x The area of the subject property being appraised was derived from a professional survey
commissioned and provided by the property owner. It is assumed that the area as
identified and described is reasonably accurate.
x Current zoning and General Plan maps at the City of South San Francisco show that the
subject property has land use designations reflecting open spaces uses. However,
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according to Billy Gross, Principal Planner with the City of South San Francisco, the
designations for the subject property are displayed erroneously on the City’s maps, and
the correct zoning designation is RL, Low Density Residential. The correct General Plan
designation for the subject is also Low Density Residential. It is assumed that this
information provided by the City of South San Francisco Planning Department, which
contradicts what is shown on publicly available mapping resources, is accurate.
x The subject property is partially encumbered by a public trail owned and operated by the
City of South San Francisco. It is understood that there is no easement for this trail.
However, according to legal counsel for the City, the trail could endure as a prescriptive
easement.
USPAP’s 2020-21 edition is effective through December 31, 2023.
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General Information
Region, City and Neighborhood Data
The subject property is located in the City
of South San Francisco, within San Mateo
County. San Mateo County is one of the
nine counties comprising what is known
as the San Francisco Bay Area. San
Mateo County was formed from parts of
San Francisco County and Santa Cruz
County in 1856. San Mateo County totals
roughly 744 square miles (293 square
miles are covered by water) and makes up
most of the San Francisco Peninsula that
extends from the San Francisco Bay
shoreline to the hillsides of the Santa Cruz
Mountains and neighboring Santa Clara
County. The county is geographically
divided by the Santa Cruz Mountains with
most development occurring along the
eastern, or bay, side. The majority of San
Mateo’s coastline is occupied by state
beaches and has limited development
potential due to state regulation. Industry is situated closest to the bay along the El Camino
Real/Highway 101 Corridor, with pockets of commercial and residential areas stretching westward
into the foothills. The California Department of Finance estimates San Mateo County’s population
at 737,644 people as of January 2023, which represents a 0.4% decrease from the estimated
population posted a year prior.
There are 20 incorporated cities in San Mateo County, including the City of South San Francisco,
where the subject is located. South San Francisco covers approximately 9.20 square miles of
land situated toward the northern part the San Francisco Peninsula, and about 21 square miles
of water. It is bounded by San Bruno Mountain State Park to the north, the City of San Bruno to
the south, the San Francisco Bay to the east, and Daly City and Milagra Ridge open space to the
west. The city combines residential uses and industrial and commercial elements in a largely
urban environment. After South San Francisco’s incorporation in 1908, industry remained the
city's main economic focus through the 1950s. In the latter half of the 20th Century major
manufacturers closed, and new development was focused on office parks, housing, high-rise
hotels, and yacht harbors. The biotechnology giant Genentech originated in South San Francisco
in 1976, leading to the City's identity as "the birthplace of biotechnology.” South San Francisco
population growth has tapered off from previous years to a population of 64,323 according to 2023
estimates provided by the California Department of Finance. South San Francisco is the fourth
largest city in the county.
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South San Francisco and San Mateo County benefit from a number of freeways, arterials, and
expressways that provide access to most areas of the region. The primary transportation corridors
that pass through South San Francisco include Interstate 280, U.S. Highway 101, and State Route
82. Caltrain rail transportation, Bay Area Rapid Transit (BART), SamTrans bus services, and the
San Francisco Bay Ferry provide mass transit for the city and greater Bay Area region, while the
San Francisco International Airport is located adjacent the city limits to the south.
The subject property is located in the Sign Hill neighborhood of South San Francisco, a
predominantly single-family residential neighborhood overlooking the city to the east and south.
The neighborhood is home to the South San Francisco hillside sign, which rises to the north of
the city, with large white letters that proclaim "South San Francisco, The Industrial City". The sign,
a tribute to the city's industrial past, is listed on the National Register of Historic Places, and it is
located about a quarter-mile from the subject. The Ridge Trail, which passes through portions of
the subject site, provides a hiking path to the sign.
Real Estate Market Conditions
Since March 2020, the world has been dealing with the spread of the coronavirus, COVID-19, a
global pandemic. In the initial stages of the outbreak the economy experienced a significant
downturn, with most major markets declining by as much as 20%. Most COVID-19 related
restrictions were lifted in mid-2021 throughout the state, with approximately half of Californians
vaccinated at that time. The progression of COVID-19 continued with the emergence of multiple
variants but has now shifted from a pandemic to an endemic.
Real gross domestic product (GDP) is a comprehensive measure of economic activity, and the
most popular indicator of the nation's overall economic health. According to the Bureau of
Economic Analysis (BEA), the GDP increased at an annual rate of 2.6% in the fourth quarter of
2022, according to the “third” estimate. According to the BEA, the increase in the fourth quarter
“reflected increases in private inventory investment, consumer spending, nonresidential fixed
investment, federal government spending, and state and local government spending that were
partly offset by decreases in residential fixed investment and exports. Imports decreased,” The
percentage change in real GDP from the preceding quarter over the past few years through the
end of the fourth quarter is shown in the graph below.
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The decline in GDP growth in 2022 came from a broad range of factors, including decreases in
inventories, residential and nonresidential investment, and government spending at the federal,
state and local levels. Consumer spending, as measured through the personal consumption
expenditures price index, has increased as inflation accelerated. Inflation was at the root of much
of the economy’s troubles in 2022. According to Freddie Mac, the average 30-year mortgage rate
nationally has increased to 6.73% as of March 9, 2023, from a low of 2.65% as of January 7,
2021. The Federal Funds Rate target rate has increased from a range of 0%-0.25% as of March
2020 to its current range of 4.5%-4.75%, with more increases anticipated.
The Conference Board Consumer Confidence Index (CCI) is a barometer of the health of the U.S.
economy from the perspective of the consumer. The index is based on consumers’ perceptions
of current business and employment conditions, as well as their six-month outlook regarding
business conditions, employment conditions, and income. As of April 2023, the Index stood at
101.3, down slightly from 104.0 in March 2023. According to Ataman Ozyildirim, Senior Director
of Economics at The Conference Board, “while consumers’ relatively favorable assessment of the
current business environment improved somewhat in April, their expectations fell and remain
below the level which often signals a recession looming in the short-term. Consumers became
more pessimistic about the outlook for both business conditions and labor markets. Compared to
last month, fewer households expect business conditions to improve and more expect worsening
of conditions in the next six months. They also expect fewer jobs to be available over the short
term. April’s decline in consumer confidence reflects particular deterioration in expectations for
consumers under 55 years of age and for households earning $50,000 and over. Meanwhile,
April’s results show consumer inflation expectations over the next 12 months remain essentially
unchanged from March at 6.2 percent—although that level is down substantially from the peak of
7.9 percent reached last year, it is still elevated. Overall purchasing plans for homes, autos,
appliances, and vacations all pulled back in April, a signal that consumers may be economizing
amid growing pessimism.”
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Comparatively, the index stood at 108.3 in December 2022. An index reading of 100 generally
indicates a stable economy in neither a peak nor trough.
The unemployment rate is the most frequently cited indicator of labor market health and data from
the job market gives a picture of a sudden, weakened economy at the onset of the COVID
pandemic in early 2020. Since spiking in the 2nd quarter of 2020, the unemployment rate has been
on a downward trend to the historically low rates seen prior to the pandemic. However, rates have
over the last few months unemployment rates have once again been on the rise. The California
Employment Development Department reports that the State unemployment rate increased to
4.8% in March 2023, unchanged from February 2023 and slightly above 4.6% in January 2023.
San Mateo County had an unemployment rate of 2.8%, as reported for March 2023, unchanged
from February and a slight increase from the January 2023 estimate of 2.6%. in January and 5%
in December 2022. The city of South San Francisco had an unemployment rate of 2.7%, as
reported for March 2023.
Residential Market
Generally, housing is seen as one of the sectors to rise or fall as economic conditions improve or
degrade. The California housing market ended 2020 on a high note, with the statewide median
home price reaching record highs. That same momentum was carried forward in 2021, and in
April, the median home price throughout the state reached above the $800,000 mark for the first
time, according to the data released by the California Association of Realtors. The state-wide
median home price has declined since that time, largely due to increases in interest rates and
economic uncertainty.
While median home prices are an imperfect measure of the current value of any individual home,
they do provide important information regarding the overall health of residential real estate
markets. For January 2023, the median sales price of existing homes statewide was $751,330,
down from $766,250 a year earlier. Meanwhile the number of sales of existing homes decreased
45.7% for all of California over the same time period.
In San Mateo County, sales of single-family re-sale homes declined by 31.3% year-over-year in
February 2023, according to MLSListings source data. The following chart shows the monthly
sales volumes since January 2019, as compiled by Compass.
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According to Compass, at $1,766,500, the median sales price for single-family, re-sale homes in
San Mateo County in February 2023 declined about 11% compared to last year. The chart
displayed as follows shows the trend for median home sales prices in San Mateo County over the
last four years (by month) through February 2023.
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In South San Francisco, there were a total of 51 sales between November 2022 and February
2023, with a median house price of $1,175,000.
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Subject Property Information
Subject Property Data Summary
Date of Valuation: March 27, 2023 (date of site visit)
Assessor's Parcel Number: 012-131-040
Property Location/Address: Portion of 701 Spruce Avenue, South San Francisco,
CA
Owned Since: Over five years
Owner: Zhang
Occupied By: Owner
Principal Improvements: None
Total Site Area: Approximately 0.59 acre or 25,763 square feet (scaled)
Zoning: RL-8 – Low Density Residential
General Plan: Low Density Residential
Highest and Best Use:
As Vacant Hold for speculative residential development
Flood Hazard Information: Flood Zone X, Map No. 06081C0041E, dated October
16, 2012
Earthquake Information: Not located in an Earthquake Fault Zone
Environmental Assessment: No known contamination issues
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Survey Map
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Assessor’s Parcel Map
SUBJECT
PORTION OF PARCEL
TO BE RETAINED
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Subject Aerial Photograph
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Subject Property Photographs
Northeasterly view across subject property.
Northerly view across subject property.
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Subject Property Photographs
Easterly view across subject property, including Ridge Trail (foreground).
View of entrance stairway to Ridge Trail from Spruce Avenue (foreground).
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Property Description
Site Description
The subject property is a portion of 701 Spruce Avenue, in South San Francisco, CA. The San
Mateo County Assessor further identifies the property as a portion of APN 012-131-040. It is
located approximately 180 feet west of Spruce Avenue, north of Diamond Avenue and south of
Beech Avenue. Spruce Avenue is a residential arterial street leading to downtown South San
Francisco to the south. Diamond and Beach Avenues are smaller, interior residential streets.
As previously described, the subject property is located in the Sign Hill neighborhood of South
San Francisco, a predominantly single-family residential neighborhood overlooking the city to the
east and south. The neighborhood is home to the South San Francisco hillside sign, which rises
to the north of the city, with large white letters that proclaim "South San Francisco, The Industrial
City". The sign, a tribute to the city's industrial past, is listed on the National Register of Historic
Places, and it is located about a quarter-mile from the subject to the west. The Ridge Trail, which
passes through portions of the subject site, provides a hiking path to the sign.
The subject property is currently a portion of a larger site that covers a flag-shaped area of 40,794
square feet, based on surveyed information provided by the property owner. The owner has
sought to subdivide the site into multiple smaller lots, in accordance with the site’s zoning.
However, the City of South San Francisco has indicated that the proposal prepared by the owner
would not be approved. Furthermore, as previously described, a portion of the Ridge trail crosses
over both the portion of the parcel that the owner wishes to retain and the portion that the owner
would like to sell to the City. The owner has sought to relocate the trail, but the City has indicated
this would not be approved. It is understood that there is no easement for this trail. However,
according to legal counsel for the City, the trail could endure as a prescriptive easement.
The site being appraised has irregular, rolling topography and an irregular shape. It has no
roadway access or immediate access to utilities. Utilities are available to the single-family
residence on the portion of the site the owner seeks to retain, but they would need to be extended
to the subject site if development could be accommodated. Access to the site may be possible
by circumventing the trail to the north. However, such feasibility would need to be further studied.
Access along the south boundary has been explored, but this could not be accommodated due
to the trail and accompanying prescriptive easement. An access driveway traveling along the
north side of the trail to the new proposed lot boundary would travel a distance of around 205 feet
(scaled), and the distance between the existing fence surrounding the house on the portion of the
property to be retained and the south lot boundary was scaled to be around 14 feet.
The subject property, as later described, has a zoning designation of RL-8, Low Density
Residential, and the minimum lot size requirement for this zoning designation is 5,000 square
feet. Based on the size of the subject, the site could potentially support up to five dwelling units.
However, due to physical constraints and the inability to comply with certain minimum site
requirements, the City has indicated that subdividing the lot may not be possible.
Overall, the subject site has several conditions that would impair its marketability, including
topography, lack of roadway access, lack of immediate access to utilities, the existence of a
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prescriptive easement for the portion of the Ridge Trail on the site, and no current approved
subdivision creating a legally salable, subdivided lot.
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Title and Property History
A preliminary title report for the subject property was not provided for this assignment. According
to public records, the subject's fee ownership is vested in Tianyi Zhang.
The entire property, including the portions to be retained and the portion to be sold, was acquired
in an arms-length transaction on February 5, 2018, for $1,420,000. The property included the
existing five-bedroom, 1,995-square foot (per public records) home on the portion of the site being
retained. Since this appraisal addresses only the value of the land proposed for sale, this prior
sale is not considered relevant as an indicator of the subject property being appraised.
I am not aware of any leases or current offers to purchase the subject.
Existing Easements
As previously described, the subject property is partially encumbered by a public trail owned and
operated by the City of South San Francisco. It is understood that there is no easement for this
trail. However, according to legal counsel for the City, the trail could endure as a prescriptive
easement.
There are no other known easements that encumber the subject property. It is recommended
that a title report be ordered and reviewed prior to any financial decisions being made pertaining
to the subject property.
Flood Hazard Information
The subject property is in a mapped area designated to be in Flood Zone X by the Federal
Emergency Management Agency (FEMA). Flood zone “X” is defined as areas of minimal flood
hazard, usually depicted on FEMA Flood Insurance Rate Maps as above the 500-year flood level.
The FEMA Flood Zone Map Panel is 06081C0041E and the effective date is October 16, 2012.
A copy of the Flood Insurance Rate Map is included as follows.
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Earthquake Information
All properties in California are subject to some degree of seismic risk. The Alquist-Priolo special
Studies Zone Act of 1972 was enacted by the State of California to regulate development near
active earthquake faults. The Act required the State Geologist to delineate “special studies zones”
along known active faults in California. Cities and counties affected by the identified zones must
limit certain development projects within the zones unless geologic investigation demonstrates
that the sites are not threatened by surface displacement from future faulting.
According to the California Department of Conservation, California Geological Survey, the subject
property is not located in an Earthquake Fault Zone as designated under the Alquist-Priolo
Earthquake Fault Zoning Act. Related development limitations, therefore, do not apply.
Environmental Assessment
An environmental assessment regarding the subject property was not provided for this
assignment. The Department of Toxic Substances Control does not indicate any known
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contaminants present on the site. This appraisal assumes that no environmental remediation
would be required.
Zoning and General Plan of the Subject Property
Zoning General Plan Current Use
RL-8 – Low Density
Residential
Low Density Residential Vacant
The zoning category for the subject is RL-8 – Low Density Residential.
According to the City of South San Francisco’s zoning code, The purpose of the residential
zoning districts is to:
A. Accommodate a range of housing types consistent with the City’s General Plan.
B. Preserve, protect, and enhance the character of the City’s different residential
neighborhoods and enhance the quality of life for the City’s residents.
C. Ensure adequate light, air, privacy, and open space for each dwelling.
D. Ensure that all future development and alterations to existing structures are compatible
with surrounding homes and appropriate to the physical characteristics of the site and
the area where the project is proposed.
E. Provide sites for public and semi-public land uses such as parks, libraries, and religious
assembly uses to serve residents and complement surrounding residential development.
The RL-8 district specifically allows for residential development at a density of up to eight dwelling
units per acre, which include detached, semi-attached, and attached units, as well as community
gardens, day care centers, public park and recreation facilities, and short-term vacation rentals.
The following development standards apply in the RL-8 district:
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Additional design criteria would also apply to the subject property due to its hillside location.
The General Plan land use designation for the subject is Low Density Residential.
According to the City of South San Francisco’s General Plan, the Low Density Residential
designation is intended for detached, single-family residential development with maximum
residential densities of up to eight dwelling units per acre.
Compliance
Although the subject property has not yet been subdivided to create its own legal lot, it appears
that it would conform to the applicable zoning code and General Plan designation once access
was granted to the site.
Min. Lot Area 5,000 sf (B)
Min. Lot Area, Corner 6,000 sf (B)
Min. Lot Width 50 ft
Min. Lot Width, Corner 60 ft
Min. Lot Depth 80 ft
Floor Area Ratio (FAR) 0.5 or 2,000 sf, whichever is greater
Max. Lot Coverage 50%
Max. Primary Building (ft/stories) 28 ft/2 stories (D)
Max. Accessory Building
Min. Front Setback 15 ft (B) (C)
Min. Interior Side Setback 5 ft or 10% of lot width, whichever is greater, in no case
less than 3 ft; 4 ft for SB9 units
Min. Street Side Setback 10 ft; 4 ft for SB9 units (C)
Min. Rear Setback 20 ft (H)
Min. Private Open Space 150 sf/unit
Min. Private Open Space Dimension
Min. Common Open Space ʊ
Min. Common Open Space Dimension 20 ft.
Min. Landscaping ʊ
8 ft. when located on the ground level; 6 ft. when located
above the ground level
Lot Size
Building Height
12 ft if a floor slab is used; 15 ft if floor joist construction is
used
Setbacks (B)
Landscaping and Open Space
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Highest and Best Use Analysis
The following definition of the term “Highest and Best Use” provides a reasonable basis for
analyzing the subject property:
The reasonable, probable and legal use of vacant land or improved properties which is physically
possible, appropriately supported, financially feasible, and results in the highest value.
Inherent in this definition are the following four criteria:
Legally Permissible: What uses are permitted, given existing deed and lease restrictions,
zoning, building codes, historic controls, and environmental
regulations?
Physically Possible: What uses of the site are possible, given the physical
characteristics as revealed in the site analysis?
Financially Feasible: Which possible and permissible uses will produce positive net
income from the development of the site after paying operating
expenses and other financial obligations?
Maximally Productive: Which financially feasible use will provide the highest value or rate
of return on investment?
The primary purpose of the highest and best use analysis is to identify the most productive,
competitive use to which the property can be put. This analysis is done in two parts. The first part
considers the possible uses of the site as if vacant. The second part evaluates the improvements
to determine if they represent the highest and best use or if they should be modified.
Another purpose of the highest and best use analysis is to assist in defining the scope of the
appraisal. In investigating the highest and best use, items that affect value such as accrued
depreciation and functional and external obsolescence are identified. Also, by defining the highest
and best use the selection of the comparable sales is narrowed, as they typically have the same
or similar highest and best use.
Based on the four tests of legally permissible, physically possible, financially feasible, and
maximally productive, the highest and best use of the land has been analyzed.
In the case of the subject property, the legally permissible uses are determined by the City of
South San Francisco Planning Department, which has zoning jurisdiction over the subject. The
subject property, once subdivided, could legally potentially allow for development of up to five
dwelling units, given the 5,000-square foot minimum lot size in the zoning district. However, as
previously described, subject site has several physical conditions that would impair its
marketability, including topography, lack of roadway access, lack of immediate access to utilities,
the existence of a prescriptive easement for the portion of the Ridge Trail on the site, and no
current approved subdivision creating a legally salable, subdivided lot. Due to physical
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constraints and the inability to comply with certain minimum site requirements, the City has
indicated that subdividing the lot may not be possible.
Research of the market for lots similar to the subject indicates that a limited market exists for
properties without existing roadway access. These lots are typically acquired as investments,
with future planned development anticipated when infrastructure development serving them
would be feasible. When these lots are located a great distance from roadway and utility
infrastructure, the hold time and level of speculation is greater. The highest and best use of the
subject property, upon approval of its subdivision from the remainder of the current legal lot, is for
to hold for speculative development until access and utility infrastructure can be accommodated
to make development of the parcel feasible.
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Valuation
Valuation Methodology
There are three generally recognized approaches considered in the valuation of real property.
These are the cost approach, sales comparison approach, and income approach. The type and
age of the property and the quantity and quality of the available data affect the applicability of
each approach in a specific appraisal situation.
The Cost Approach estimates, through support sources, the cost of constructing the subject
improvements. Accrued depreciation from all causes is estimated and deducted from the
estimates of cost new of the improvements. The market value of the land is added to this
depreciated cost estimate to indicate the value of the subject property by the cost approach. The
Land Value Estimate in the valuation process is usually a separate step, which is generally
accomplished through the application of the sales comparison approach. The land value
conclusion is then incorporated into the cost approach.
The Sales Comparison Approach involves a search for recent sales of properties similar to the
subject. The prices paid for these properties provide the basis for estimating the value of the
subject by comparison. Adjustments are made for the differences in the properties as they
compare to the subject. A correlation of the data provides a value estimate for the subject. This
is the most used, and considered the most reliable, approach to estimating the value of land.
The Income Approach looks at the relationship between a property's income producing ability
and the value buyers and sellers assign to the income. An estimate is made of the market rent to
indicate an annual gross income. Estimated fixed and variable operating expenses are deducted
from the annual gross income to provide an annual net operating income. An indicated value of
the subject is derived through direct capitalization of the indicated net income by a market derived
overall rate or through the use of the discounted cash flow technique.
Reconciliation involves consideration of the relevance and influence of each approach in relation
to the actions of typical users and investors of properties and particularly the subject property.
The three indications of value are discussed and reconciled into a final conclusion of market value.
The City of South San Francisco has requested an appraisal of the current market value of the
subject property. Since the subject property includes only land, only the value of the land has
been estimated, by applying the Sales Comparison Approach. The prices paid for land with
similar development potential as the subject provide a basis for estimating the value of the subject
by comparison. The income and cost approaches are not considered applicable to this
assignment since the approaches do not typically apply to the valuation of land.
453
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
30
Sales Comparison Approach
Research was conducted to find comparable land sales in the subject’s market area.
Due to the scarcity of data pertaining to the sale of similar land in the size range of the subject
property, the search timeline was expanded accordingly. The search was also expanded in terms
of location. The following table displays a summary of the selected sales, which are judged to be
most representative of current market conditions for the subject property. The most comparable
land sales reflecting the actions of buyers and sellers in the marketplace are summarized below.
Comparable data sheets, Assessor’s Parcel Maps and aerial photographs, photographs (when
available) for each comparable sale are included on the following pages.
Sales Data Summary
Residential Land Sales Data
Address
No. City, State
APN
RL-01
San Carlos, CA
049-063-100
RL-02
Pacifica, CA
018-140-590, -060
RL-03
Pacifica, CA
016-364-040
RL-04 North of Hillcrest Dr.
Belmont, CA
043-042-740
RL-05 South Terminus Alhambra Dr
Belmont, CA
043-232-120
RL-06
Belmont, CA
043-165-170
Subject Portion of 701 Spruce Ave. DOV
South San Francisco, CA 03/27/23 N/A
Cresta Dr, North of
Alhambra Dr.
East of Scenic Way, South of
Brighton Rd.
Approx. 450 Feet North of
Rockaway Beach Ave.
North of Camborne Ave.,
West of Club Dr.
25,763
12/31/19 17,600
Dec-22 0.21
012-131-040 (portion)
0.59
Roughly
Rectangular/Sloping
RL Available Nearby
Low Density
Residential
12/24/19 16,475
Dec-19 0.38 $220,000HR-02 Available nearby
Hillside
Residential/Open
Irregular/Sloping
Sep-19 0.40 $100,000
$110,000
05/14/20 66,299
HR-02 NoneFeb-20 1.52
Hillside
Residential/Open
Irregular/Sloping
HR-02 Available nearby
Hillside
Residential/Open
Irregular/Sloping
$275,000
01/08/23 9,000
$90,000
03/07/23 158,228
R-1 None
Open
Space/Agricultural/
Elongated/Sloping
R-1/B-3 None
Low Density
Residential
Rectangular/Gently-
Sloping
Mar-23 3.63
$120,000Mar-23
03/29/23
0.18
7,900
R-1/S-71/DR
Medium Density
Residential
None
Irregular/Sloping
Sales PriceUtilities
Approx. Dimensions
Sales
Contract Date
Parcel Size
(Acres)
Parcel Size
(Sq. Ft.)
Zoning
General PlanCOE
454
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
31
Comparable Land Sale Location Map
455
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
32
Comparable Land Sale Data Sheet – RL-01Compara ble La nd Sale Data Sheet s an d P
Compa rabl e La nd Sal e Dat a Shee ts
Com par a ble La nd Sa le Da ta S hee ts, A er ial Ph ot ogr a ph s, a nd Par cel Ma ps
Property Type Single Family Res. - Land
Sales Contract Date Mar-23
COE 03/29/23
Sales Price $120,000
Address North of Camborne Ave., West of
Club Dr.
City, State San Carlos, CA
Zip 94070
APN 049-063-100
Buyer
Seller
Document #
Terms
Parcel Size (Acres)
Parcel Size (Sq. Ft.)
Zoning
General Plan
Utilities
Approx. Dimensions
Entitlements
Verified By
Comments This is the sale of a 7,900-square foot landlocked parcel in San Carlos. The property is
located on a down sloping hillside behind two existing single-family residences. A planned,
or "paper", road adjoins the parcel to the north but would need to be extended
approximately 850 feet from the north to accommodate development, along with public
sewer and water infrastructure. The listing agent also reported that obtaining a sewer
connection from the City of San Carlos would be cumbersome to obtain. The zoning for the
site would allow one single-family dwelling. The buyer's agent reported that the buyer plans
to hold the site as a long-term investment, and that the buyer and neighbors would have to
coordinate to extend the roadway and ut ilities.
Yun Family Trust
Amanda Tucker
14058
All Cash to Seller
0.18
7,900
R-1/S-71/DR
Medium Density Residential
None
Max Reinhardt, Listing Agent
Samson Cheng, Buyer's Agent
Irregular/Sloping
None
456
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
33
Comparable Land Sale Parcel Map – RL-01
457
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
34
Comparable Land Sale Aerial Photograph – RL-01
458
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
35
Comparable Land Sale Data Sheet – RL-02
Property Type Single Family Res. - Land
Sales Contract Date Mar-23
COE 03/07/23
Sales Price $90,000
Address Approx. 450 Feet North of
Rockaway Beach Ave.
City, State Pacifica, CA
Zip 94044
APN 018-140-590, -060
Buyer
Seller
Document #
Terms
Parcel Size (Acres)
Parcel Size (Sq. Ft.)
Zoning R-1
General Plan
Utilities
Approx. Dimensions
Entitlements
Verified By
Open Space/Agricultural/Residential
Martinez et ux
Karen Sanford
10055
All Cash to Seller
3.63
158,228
Area on right was acquired in this transaction and
assembled with area on left.
Comments This is the sale of two parcels with a combined site area of 3.63 acres, located north of
Rockaway Beach Avenue in Pacifica. The zoning for these parcels and the adjacent
parcels to the west allows for the development of one dwelling unit per five acres of land.
The buyers owned the adjoining lots to the west, and acquisition of these two lots will allow
for the development of one additional dwelling unit under the zoning, according to the agent
interviewed. Accordingly, the buyers were motivated to acquire the site. The property has
no street access; a street extension would have to be constructed over City of Pacifica land
across an approximately 200 foot distance between the easterly parcel and the east
terminus of Calera Terrace. There are no utilities to the site.
Max Reinhardt, Listing and Buyer's Agent
None
Elongated/Sloping
None
459
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
36
Comparable Land Sale Parcel Map – RL-02
460
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
37
Comparable Land Sale Aerial Photograph – RL-02
461
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
38
Comparable Land Sale Data Sheet – RL-03
Property Type Single Family Res. - Land
Sales Contract Date Dec-22
COE 01/08/23
Sales Price $275,000
Address East of Scenic Way, South of
Brighton Rd.
City, State Pacifica, CA
Zip 94044
APN 016-364-040
Buyer
Seller
Document #
Terms
Parcel Size (Acres)
Parcel Size (Sq. Ft.)
Zoning
General Plan
Utilities
Approx. Dimensions
Entitlements
Verified By
All Cash to Seller
Alexander Williams
Cressa Family Trust
628
0.21
9,000
R-1/B-3
Low Density Residential
None
Rectangular/Gently-Sloping
None
Comments This is the sale of a 9,000-square foot lot just east of Highway 1 in Pacifica. The property is
located along the planned easterly extension of Clarendon Road, which has not been
constructed. The zoning for the site would allow one single-family dwelling. The buyer
reportedly intends to extend the street, water, and sewer connections approximately 140
and develop a single-family residence on the site. Electricity would also have to be
undergrounded to accommodate development. The site is otherwise level and roughly
rectangular.
Patrick Ryan, Listing Agent
462
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
39
Comparable Land Sale Parcel Map – RL-03
463
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
40
Comparable Land Sale Aerial Photograph – RL-03
464
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
41
Comparable Land Sale Data Sheet – RL-04
Property Type Single Family Res. - Land
Sales Contract Date Feb-20
COE 05/14/20
Sales Price $110,000
Address North of Hillcrest Dr.
City, State Belmont, CA
Zip 94002
APN 043-042-740
Buyer
Seller
Document #
Terms
Parcel Size (Acres)
Parcel Size (Sq. Ft.)
Zoning
General Plan
Utilities
Approx. Dimensions
Entitlements
Verified By
All Cash to Seller
Shrestha et ux
Piazza Family Trust
44055
1.52
66,299
HR-02
Hillside Residential/Open Space
None
Irregular/Sloping
None
Comments This is the sale of a vacant, landlocked, 1.52-acre hillside site in Belmont,behind several
single-family residences on a downslope. The property is located along a planned, or
"paper", extension of Bartlett Way, which currently terminates approximately 800 feet east
of the site. The road and accompanying utility infrastructure would have to be extended to
accommodate development. The zoning for the site would allow one single-family dwelling.
This site was reportedly acquired as a long-term investment.
Max Reinhardt, Listing and Buyer's Agent
465
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
42
Comparable Land Sale Parcel Map – RL-04
466
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
43
Comparable Land Sale Aerial Photograph – RL-04
467
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
44
Comparable Land Sale Data Sheet – RL-05
Property Type Single Family Res. - Land
Sales Contract Date Sep-19
COE 12/31/19
Sales Price $100,000
Address South Terminus Alhambra Dr
City, State Belmont, CA
Zip 94002
APN 043-232-120
Buyer
Seller
Document #
Terms
Parcel Size (Acres)
Parcel Size (Sq. Ft.)
Zoning
General Plan
Utilities
Approx. Dimensions
Entitlements
Verified By
All Cash to Seller
Victor Garza
Ramin Yeganeh
111868
0.40
17,600
HR-02
Hillside Residential/Open Space
Available nearby
Irregular/Sloping
None
Comments This is the sale of a 17,600-square foot hillside lot in Belmont. The property is located at
the current south terminus of Alhambra Avenue, which would have to be extended slightly to
accommodate development of the site. The buyer reportedly owned the adjoining three lots
to the west, and acquisition of this parcel created an ownership of over 40,000 square feet,
which made development on the combined parcels more feasible. The combined parcels
are now listed for a total price of $585,000, but little interest has been shown. The listing
agent indicates that the price may be reduced to $485,000 for all four lots in the near future.
Max Reinhardt, Listing Agent
468
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
45
Comparable Land Sale Parcel Map – RL-05
469
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
46
Comparable Land Sale Aerial Photograph – RL-05
470
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
47
Comparable Land Sale Data Sheet – RL-06
Property Type Single Family Res. - Land
Sales Contract Date Dec-19
COE 12/24/19
Sales Price $220,000
Address West of Terminus of Monte Cresta
Dr, North of Alhambra Dr.
City, State Belmont, CA
Zip 94002
APN 043-165-170
Buyer
Seller
Document #
Terms
Parcel Size (Acres)
Parcel Size (Sq. Ft.)
Zoning
General Plan
Utilities
Approx. Dimensions
Entitlements
Verified By
All Cash to Seller
Yao Hui Song
Alvin Hilario
109847
0.38
16,475
HR-02
Hillside Residential/Open Space
Available nearby
Irregular/Sloping
None
Comments This is the sale of a 16,475-square foot residential property on a hillside in Belmont. The
property is located approximately 50 feet west of the western terminus of Monte Cresta
Drive. The zoning for the site would allow one single-family dwelling. The owner of the
adjoining parcel to the east is in the process of obtaining approvals to extend Monte Cresta
Drive and utilities in order to develop that site. The comparable was acquired by a
contractor who reportedly intends to develop the parcel upon extension of the roadway and
utilities by the adjoining owner.
Max Reinhardt, Listing Agent
Lily Wu, Buyer's Agent
471
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
48
Comparable Land Sale Parcel Map – RL-06
472
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
49
Comparable Land Sale Aerial Photograph – RL-06
473
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
50
Sales Data Analysis
Adjustments are made to the comparable sale prices for the differences in the properties as they
compare to the subject. A number of adjustments for the analysis of the comparable data have
been considered in relation to the subject property. The comparable data has been adjusted for
inferior and superior characteristics. For Example: where a comparable had an inferior
characteristic, a positive (+) adjustment to the comparable was made. Where the comparable
had a superior characteristic, a negative (-) adjustment was made to the comparable.
Adjustments were made sequentially for property rights conveyed, financing terms, conditions of
sale, expenditures incurred by the buyer immediately after the sale, and market conditions at the
time of sale. Adjustments for location characteristics, physical characteristics, use and non-realty
components of value are subsequently added and applied.
Property Rights Conveyed: Each comparable sale involved the conveyance of the fee simple
interest. Since the subject’s fee simple interest is being appraised, no adjustments are made for
this factor.
Financing terms: Each comparable sale involved cash to the seller or conventional financing.
Therefore, no adjustments are made for this factor.
Conditions of Sale: Comparable RL-02 was acquired by the adjoining property owner, who had
atypical motivation to acquire the site for assembly with adjacent lands to create the potential of
an additional dwelling unit. Comparable RL-05 was acquired by the owner of adjacent parcels as
well, and this parcel was needed for access to the assembled sites. Downward adjustments are
applied to each of these two sales for this factor. Each of the remaining comparable sales appears
to have been an arm’s length transaction. No other adjustments are necessary for this factor.
Expenditures Incurred Immediately After Purchase: None of the comparables required
additional expenses to be paid by the buyer after the purchase.
Change in Market Conditions: The comparable sales used occurred between December 2019
and March 2023. Comparables RL-04 through RL-06, which sold in 2019 and 2020, warrant
upward consideration for having sold during inferior market conditions. Comparables RL-01
through RL-03 sold within recent months and do not need adjustments for this factor.
Location: The subject property is located in South San Francisco, in the Sign Hill neighborhood.
Comparable RL-01 occupies a superior location in San Carlos, and Comparables RL-04 through
RL-06 sold in superior locations in Belmont, all of which have higher median home sale prices.
Downward adjustments are applied for this factor. Comparables RL-02 and RL-03 have
effectively similar locations in Pacifica, and no further adjustments are warranted.
Size: The subject property consists of 0.59 acre, or 25,763 square feet. Comparables RL-01,
RL-03, RL-05, and RL-06 are smaller and necessitate upward consideration, while Comparables
RL-02 and RL-04 and larger and warrant downward adjustments.
474
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
51
Land Use (Zoning/General Plan): Based on the subject’s minimum lot size, the site could
accommodate up to five dwelling units. All of the comparable sales would allow development at
lower intensity and warrant upward adjustments, to varying degrees.
Site Utility/Constraints: The subject property has an irregular shape and sloping, irregular
topography. Comparables RL-01, RL-02 and RL-04 through RL-06 have inferior site utility and
receive positive adjustments. Comparable RL-03 is rectangular and only gently-sloping in
topography, resulting in a downward adjustment.
Contributory Value of Existing Improvements & Utilities: The subject property is vacant, and
utilities would need to be extended from Spruce Avenue to accommodate development.
Comparables RL-01, RL-02, and RL-04 would need utilities to be extended a further distance to
accommodate development, necessitating positive adjustments to each. No further adjustments
are needed for this factor.
Access: The subject property does not have roadway access, and its development would be
predicated on extension of a driveway approximately 205 linear feet (scaled) from Spruce Avenue.
Like with the utilities, Comparables RL-01, RL-02, and RL-04 would need roadway infrastructure
to be extended a further distance to accommodate development, necessitating positive
adjustments to each. Comparable RL-05 is located at the end of a developed roadway.
Accordingly, a downward adjustment is applied. No further adjustments are needed for this factor.
Entitlements: All of the comparable sales were of existing, subdivided, legal lots. The subject
property would need to be subdivided into its own separate legal lot to accommodate its sale and
potential development, and all of the sales are adjusted downward for this factor.
The following table summarizes the adjustments made to each comparable. Bold text connotates
a more substantial adjustment.
RL-01 RL-02 RL-03 RL-04 RL-05 RL-06
North of Camborne
Ave., West of Club
Dr.
Approx. 450 Feet
North of Rockaway
Beach Ave.
East of Scenic
Way, South of
Brighton Rd.
North of Hillcrest
Dr.
South Terminus
Alhambra Dr
West of Terminus
of Monte Cresta Dr,
North of Alhambra
DSan Carlos, CA Pacifica, CA Pacifica, CA Belmont, CA Belmont, CA Belmont, CA
Sale Date Mar-23 Mar-23 Jan-23 May-20 Dec-19 Dec-19
Sales Price $120,000 $90,000 $275,000 $110,000 $100,000 $220,000
Parcel Size (Acres)0.18 3.63 0.21 1.52 0.40 0.38
Property Rights Conveyed ØØØØØØ
Financing Terms ØØØØØØ
Conditions of Sale Ø Negative ØØNegative Ø
Expenditures After Purchase ØØØØØØ
Market Conditions (Time)ØØØPositive Positive Positive
Location Negative ØØNegative Negative Negative
Size Positive Negative Positive Negative Positive Positive
Land Use (Zoning / General Plan)Positive Positive Positive Positive Positive Positive
Site Utility / Constraints Positive Positive Negative Positive Positive Positive
Contributory Improvements & Utilities Positive Positive Ø Positive ØØ
Access Positive Positive Ø Positive Negative Ø
Entitlements Negative Negative Negative Negative Negative Negative
Net Adjustment Substantially
Positive
Substantially
Positive Negative Substantially
Positive
Substantially
Positive Positive
Comparable
475
City of South San Francisco
Potential acquisition of a portion of 701 Spruce Avenue
APN: 012-131-040 – Zhang
52
Valuation Conclusion
Before adjustments, the comparable sales range widely from $90,000 to $275,000, which reflects
a wide range of the willingness of the respective buyers to assume risk. However, after
adjustments, the comparable sales indicate a bracketed value range between $220,000, as
indicated by Comparable RL-06, and $275,000, as indicated by Comparable RL-03. Comparable
RL-03 is the most heavily emphasized sale. It occupies a similar location and represents a recent
sale of a landlocked lot with effectively similar access to roadway infrastructure and utilities.
Although it is smaller in size and had inferior zoning, its superior site utility and existence as a
legal, subdivided lot result in an overall net negative adjustment. Comparable RL-06 sold during
inferior market conditions and had inferior zoning and site utility. Although it occupies a superior
location and exists as a legal, subdivided lot, overall, it is judged to indicate a value for the subject
higher than its sale price of $220,000. The other sales were deemed to be significantly inferior to
the subject and warranted substantial upward consideration relative to their sale prices.
In view of the preceding analysis, the subject property is concluded to have a value slightly above
the mid-point of the bracketed range, or $250,000 .
476
ADDENDA
477
APPRAISER QUALIFICATIONS
478
ERIK WOODHOUSE, MAI, R/W-AC
Industry experience since 2003
Current Responsibilities
Erik A.T. Woodhouse joined Associated Right of Way Services, Inc., in 2012, and currently serves as a
Real Estate Appraiser, performing appraisals for full and partial acquisitions assignments on improved
and unimproved properties for public improvement projects. The scope of his work includes
commercial, industrial, and multi-family residential properties for transportation and utility
improvement projects. All work is performed in conformance with the Uniform Relocation Assistance
and Real Property Acquisition Policies Act, Uniform Standards of Professional Appraisal Practice, Caltrans
standards, and state and federal guidelines.
Mr. Woodhouse is experienced in appraising an extensive assortment of real estate types, and
earned his distinguished MAI designation conferred by the Appraisal Institute by completing a rigorous
program of course work, written exams, appraisal projects, and narrative report presentations.
Prior Experience
Prior to joining the AR/WS team, Mr. Woodhouse was employed by Petersen LaChance Regan Pino
(Boston, MA) as a Contract Associate Appraiser. He was responsible for research and preparation of
appraisal reports for a variety of commercial, residential, industrial, and special purpose property types.
He also conducted appraisals for underwriting, portfolio analysis, and litigation purposes.
Prior to his work with Petersen, Mr. Woodhouse was a Senior Real Estate Appraiser with Burchard &
Rinehart (Walnut Creek, CA) where his appraisal experience covered commercial, residential, and
agricultural land, as well as improved retail, office, industrial, multi-family residential, marina, hotel, and
agricultural properties. He conducted complex real estate appraisals of land and income producing
properties (primarily eminent domain acquisition); performed client consultation, market research,
highest and best use analysis, comparable data research and verification, valuation conclusions, and
analysis of severance damages and benefits; and assisted in preparation of appraisal reports and exhibits
for expert witness testimony in deposition and court trial.
Education
Connecticut College (New London, CT), B.A., Economics and German, cum laude
Connecticut College, International Studies Certificate, International Studies / Liberal Arts
Institute of European Studies (Humboldt University), Berlin, Germany
Mr. Woodhouse continues his education to maintain the MAI designation through the Appraisal
Institute; and continuing education in matters of real property appraisal, acquisition, relocation,
engineering, and law through the International Right of Way Association and other professional
organizations to broaden scope of knowledge and provide higher levels of service.
Appraisal Institute MAI Designation, No. 446913
Member, R/W-AC, Appraisal Certified, International Right of Way Association
State of California Certified General Real Estate Appraiser, No. AG034630
Appraisal Institute, Northern California Chapter, 2013-2015 and 2017-present Member, Board of
Directors, 2015-2018 Courses Chair, 2018 Spring Litigation Conference Chair
Conversant in Danish and German
479
ERIK WOODHOUSE, MAI, R/W-AC
Related Coursework:
The Appraisal Institute
Real Estate Appraisal Principles, Real Estate Appraisal Procedures, Uniform Standards of
Professional Appraisal Practice (USPAP), Business Practices and Ethics, Basic Income
Capitalization, Advanced Income Capitalization, Advanced Market Analysis & Highest and Best
Use, Advanced Sales Comparison and Cost Approaches, Report Writing and Valuation Analysis,
Advanced Applications, Introduction to Valuing Green Buildings, Spring Litigation Conference,
Condemnation Appraising, The Appraiser as an Expert Witness, Litigation Appraising
Successfully completed the Appraisal Institute’s Litigation Professional Development Program
IRWA
Principles of Real Estate Engineering, Appraisal of Partial Acquisitions, Ethics and the Right of
Way Profession
National Highway Institute
Real Estate Acquisition Under the Uniform Act: An Overview
College
Real Estate Principles, Microeconomics, Macroeconomics, Sociology, Statistics
Other
USPAP Continuing Education, Toastmasters International
480
701 Spruce Ave
Parcel Acquisition
City Council
10/23/24
(PWFSONFOU$PEF4FDUJPO
4#
*UFN"HFOEB3&($$
*UFN
481
Overview
1. Background
•Existing trailhead and trail history
•Disagreement over access
2. Proposal for parcel acquisition
•Seller has offered to sell parcel to City
•Parcel map redrawn to deed trailhead and upper
trail to City
3. Evaluation and Offer
•Appraised value v.s. value for access preservation
•Draft Purchase and Sale Agreement and next steps
2 482
3 483
701 Spruce Avenue
Background
•Current owner since 2018;
Previous owner since 1950’s
•Erroneous assumption that
trailhead / trail on City property
•Disagreement over public
access between 701 Spruce Ave
current owner and City
4
701 Spruce Ave
SSF Property – 704 Spruce Ave
Existing Trail
484
Acquisition Proposal
•Current owner offered appraised value of $820,000 for largeparcelcapturingtrail
•City countered with reduced parcel size to capture JUST the trailhead and upper trail at reduced price
•Tentative agreement at $600,000 to acquire trail and portion of land from 701 Spruce Ave
•Funds from Parks and Rec Acquisition Impact Fee 5
701 Spruce Ave Property after LLA
Proposed Acquisitionto 704SpruceAve
Upper trail / trailhead relocated to City Property
485
Evaluation and Offer
City Appraisal - $250K
•May 2023 appraisal by AR/WS
•Could be developed with up to 5 units but topo limits options
•Comps values at $90k-$275k
•Valued at $250,000
Seller Appraisal - $820K
•City has legal right to lower trail
•Upper trail access could be closed to public with court action
•What is value of acquisition parcel and preservation of trailhead and upper trail?
•City offered $600,000 as last and best offer to preserve access
6 486
Draft
Purchase
and Sale
Agreement
1. SSF to pay $600K at close of escrow
•Trail remains as-is and City parcel at 704
Spruce Avenue incorporates upper trail and
trailhead from 701 Spruce Avenue
2. SSF to complete Phase I ESA
•Environmental testing during escrow to
ensure no major contamination
3. Seller completes parcel map and lot
line adjustment
•Escrow closes 30 days after parcel map
completed or
•180 days from execution of PSA
7 487
Potential Council Action
Tonight
1. Approve resolution
authorizing Purchase and
Sale Agreement and City
Manager execution; or
2. Provide further direction to
staff for next steps.
8 488
City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-1069 Agenda Date:10/23/2024
Version:1 Item #:12a.
Resolution approving Budget Amendment Number 25.025 appropriating $600,000 of available fund balance
from the Park Land Acquisition Fee Fund (Fund 805) to acquire and maintain the real property created from
701 Spruce Avenue (APN 012-131-040) to preserve a public access trail and authorizing the City Manager to
enter into a Purchase and Sale Agreement with Tianyi Zhang.
WHEREAS, the owner of 701 Spruce Avenue recently approached the City with interest in selling a portion of
their parcel that contains a trailhead to Sign Hill Park and portion of upper trail regularly accessed by the public
(the “Property”); and
WHEREAS, the Seller of the Property, Tianyi Zhang, has held the property since 2018; and
WHEREAS, the Seller has informed the City they were not previously informed during their purchase that the
trailhead and a portion of the trail accessing Sign Hill from Spruce Avenue was in fact located with the property
boundaries of 701 Spruce Avenue and not entirely on adjacent City controlled property; and
WHEREAS, the City controls the property at 704 Spruce Avenue (APN 012-124-200), which is directly
adjacent and south of 701 Spruce Avenue; and
WHEREAS, the Seller has at times disputed the public’s right to access the trailhead and trail, which meanders
between 704 Spruce Avenue and the Seller’s property boundaries at 701 Spruce Avenue; and
WHEREAS, the regular public access of both the trailhead and trail ascending Sign Hill have caused
intermittent challenges for the Seller including noise, illegal dumping, debris, and wildfire risk; and
WHEREAS, the City, and particularly the Park and Recreation Department, has a vested interest in preserving
the trailhead and trail access to Sign Hill as this is consistent with the General Plan’s vision for open space and
recreation access; and
WHEREAS, currently, the Property remains in its mostly natural state as a natural access trail and the trailhead
contains signage, refuse collection, and simple stairs, all maintained by the Parks and Recreation Department
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File #:24-1069 Agenda Date:10/23/2024
Version:1 Item #:12a.
and used regularly by the public for at least the last thirty years; and
WHEREAS, after consideration, Council directed staff to study the Property for potential acquisition to
preserve public access; and
WHEREAS, after completion of assessments and an appraisal, Council directed staff to negotiate the purchase
of the Property; and
WHEREAS, Tianyi Zhang, accepted the City’s best and final offer of $600,000 for the Property preserving the
trailhead and entire trail for public access and agreed to the City’s terms of the sale; and
WHEREAS, the Seller would complete a lot line adjustment to transfer the Property to the City’s property at
704 Spruce Avenue; and
WHEREAS, staff estimates some minor annual maintenance time for continued upkeep of the trail, refuse
collection, and annual tree trimming that would need to be absorbed by existing staff time and Parks and
Recreation Department budget; and
WHEREAS, a Purchase and Sale Agreement has been negotiated substantially in the form of the attached
Exhibit A; and
WHEREAS, the Properties will be acquired using available fund balance from the City’s Parks and Recreation
Acquisition Impact Fee fund to acquire and maintain the real property, which is dedicated to funding
acquisition of land for open space and public amenities; and
WHEREAS, acquisition of the Property is categorically exempt from review under the California
Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines Section 15301, which applies to operation
and maintenance of existing facilities and structures. If the City Council decides to undertake a project on the
property in the future, it will undertake environmental review under CEQA at the earliest feasible time.
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File #:24-1069 Agenda Date:10/23/2024
Version:1 Item #:12a.
NOW THEREFORE IT BE RESOLVED that the City Council of the City of South San Francisco does hereby
take the following actions:
(1) Finds and determines that the recitals are true and correct; and
(2) Authorizes the City Manager to enter into and execute the Purchase and Sale Agreement between the
City of South San Francisco and Tianyi Zhang for the acquisition of real property created out of the existing
parcel at 701 Spruce Avenue (APN 012-131-040) located in South San Francisco to be deeded to the City and
combined with 704 Spruce Avenue (APN 012-124-200) on behalf of the City, in substantially the same form as
attached hereto as Exhibit A, and any other documents necessary to effectuate the intent of this Resolution, all
subject to approval as to form by the City Attorney. As a result of completed negotiations with the Seller, the
City Manager is further authorized to make any revisions, amendments, or modifications, subject to review and
approval of City Attorney, deemed necessary to carry out the intent of this Resolution and which do not
materially alter or increase the City’s obligations thereunder; and
(3) Approves Budget Amendment Number 25.025 appropriating $600,000 of available fund balance from
the Park Land Acquisition Fee Fund (Fund 805) for the acquisition and initial maintenance of the Property.
Exhibit A: DRAFT Purchase and Sale Agreement
Exhibit B: DRAFT Acquisition Parcel attached for reference only - Final to be included in Final PSA
*****
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1
PURCHASE AND SALE AGREEMENT
AND JOINT ESCROW INSTRUCTIONS
This PURCHASE AND SALE AGREEMENT AND JOINT ESCROW
INSTRUCTIONS (this “Agreement”) is entered into as of ___________, 2024 (the “Effective
Date”), by and between the CITY OF SOUTH SAN FRANCISCO, a California municipal
corporation (“Purchaser”), and [TIANYI ZHANG] (“Seller”). Seller and Purchaser are
individually referred to herein as a “Party,” and collectively referred to herein as the “Parties.”
RECITALS
A. Seller is the owner of a parcel of real property located at 701 Spruce Avenue,
South San Francisco, California, designated as APN No. 012-131-040 (the “Current Parcel”).
The Current Parcel is approximately 40,974 square feet in size. The Current Parcel is improved
with a single family home, and a portion of the Current Parcel is used as a hiking trail (the
“Trail”). The Current Parcel is more particularly described in Exhibit “A” attached hereto and
incorporated herein by this reference.
B. Purchaser desires to acquire from Seller an approximately ______ square foot
portion of the Current Parcel which includes a portion of the Trail. The Parties desire for Seller
to subdivide the Current Parcel into two parcels, one of which would include the Trail (the
“Acquisition Parcel”), and the other of which would include the remainder of the Current Parcel
(the “Remainder Parcel”). The approximate boundaries of the Acquisition Parcel and
Remainder Parcel are shown on the Parcel Map attached hereto as Exhibit “B” and incorporated
herein by this reference. The Parties desire to establish the Acquisition Parcel as a separate legal
parcel and thereupon for Seller to sell the Acquisition Parcel to Purchaser, on the terms and
conditions set forth in this Agreement.
NOW, THEREFORE, for and in consideration of the mutual covenants and agreements
contained in this Agreement, and other good and valuable consideration, the receipt and
adequacy of which is hereby acknowledged by the Parties, Seller and Purchaser hereby agree as
follows:
1. INCORPORATION OF RECITALS AND EXHIBITS. The Recitals set forth
above and the Exhibits attached to this Agreement are each incorporated into the body of this
Agreement.
2. PURCHASE AND SALE
2.1 Agreement to Buy and Sell. Subject to the terms and conditions set forth
herein, Seller hereby agrees to sell the Acquisition Parcel to Purchaser, and Purchaser hereby
agrees to purchase the Acquisition Parcel from Seller. The Acquisition Parcel shall include all of
Seller’s right, title and interest in and to all rights, privileges, tenements, hereditaments, rights-of-
way, easements, licenses, appurtenances, mineral rights, development rights, permits, approvals,
air rights, and water and riparian rights belonging or appertaining to the Acquisition Parcel or any
improvements thereon.
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2.2 Purchase Price. The purchase price for the Acquisition Parcel to be paid
by Purchaser to Seller (the “Purchase Price”) is Six Hundred Thousand Dollars ($600,000). The
Purchase Price will be paid in immediately available funds to Seller on the Outside Closing Date
(defined below) through the Escrow.
2.3 Subdivision of Current Parcel. Seller shall, at Seller’s sole cost and
expense, prepare all plans and drawings, make all applications and take all actions necessary for
City of South San Francisco (“City”) approval of a parcel map, lot line adjustment or similar action
as necessary to divide the Current Parcel into the Acquisition Parcel and the Remainder Parcel.
Purchaser agrees to waive or pay all City application and processing fees that would normally be
charged for the subdivision of the Current Parcel by parcel map, lot line adjustment or similar
action. City’s approval of the subdivision of the Current Parcel is a condition precedent to Closing.
3. ESCROW
3.1 Escrow Account. The Parties shall open an escrow account (the “Escrow”)
with __________________ Title Insurance Company (the “Escrow Holder”). Escrow Holder
shall perform all Escrow and title services in connection with this Agreement.
3.2 Deposit of Agreement. Within three (3) days after the Effective Date, the
Parties will deposit into Escrow a fully executed copy of this Agreement, or executed counterparts
thereto.
4. DUE DILIGENCE AND PRE-CLOSING REQUIREMENTS
4.1 Condition of Title/Preliminary Report. In connection with the
subdivision of the Current Parcel, _________________ Title Insurance Company (the “Title
Agent”) shall deliver to Purchaser a Preliminary Report for the Acquisition Parcel (the
“Preliminary Report”). Purchaser shall have thirty (30) days after receipt to approve the
Preliminary Report in writing (the “Purchaser Title Notice”), provided that Seller shall cause all
existing deeds of trust, mechanic’s liens and other financial liens and encumbrances to be released
and removed from title to the Acquisition Parcel concurrently with or prior to the Closing. If there
are any changes to the Preliminary Report prior to Closing, Purchaser shall have fifteen (15) days
after receipt of the revised Preliminary Report to approve such changes. The exceptions to the
Preliminary Report that are not disapproved by Purchaser in the Purchaser Title Notice are referred
to herein as the “Permitted Exceptions.”
4.2 Due Diligence Contingency Period. Purchaser will have _________ (__)
days from the Effective Date (the “Due Diligence Contingency Period”) to complete physical
inspections of the Acquisition Parcel and due diligence related to the purchase of the Acquisition
Parcel.
4.3 Seller Delivery of Due Diligence Materials. Within five (5) days after the
Effective Date, Seller shall provide to Purchaser copies of all plans, studies, records, reports,
governmental notices and approvals, and other written materials related to the use, occupancy or
condition of the Acquisition Parcel that Seller has in its possession, including without limitation
environmental, geotechnical, engineering and land surveys, if any.
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4.4 Natural Hazard Disclosure. Purchaser and Seller acknowledge that Seller
is required to disclose if any of the Acquisition Parcel lies within the following natural hazard
areas or zones: (i) a special flood hazard area designated by the Federal Emergency Management
Agency; (ii) an area of potential flooding; (iii) a very high fire hazard severity zone; (iv) a wild
land area that may contain substantial forest fire risks and hazards; (v) an earthquake fault or
special studies zone; or (vi) a seismic hazard zone. Purchaser acknowledges that Seller intends to
employ the services of an independent natural hazard disclosure company to examine the maps
and other information specifically made available to the public by government agencies and to
report the results of its examination to Purchaser in writing.
4.5 Inspection of Acquisition Parcel. During the Due Diligence Contingency
Period, Purchaser, its agents, contractors and employees shall have the right to enter upon the
Acquisition Parcel for the purpose of making inspections, surveying the Acquisition Parcel, and to
perform Phase I and Phase II environmental site analyses, geotechnical tests, structural engineering
studies, surveys and other physical testing of the Acquisition Parcel at Purchaser’s sole risk, cost
and expense. All of such entries upon the Acquisition Parcel shall be at reasonable times during
normal business hours and after at least twenty-four (24) hours’ prior notice to Seller, and Seller
or Seller’s agent shall have the right to accompany Purchaser during any activities performed by
Purchaser on the Acquisition Parcel. At Seller’s request, Purchaser shall provide Seller with a
copy of the results of any tests and inspections made by Purchaser, at no cost to Seller. If any
inspection or test disturbs the Acquisition Parcel, Purchaser will restore the Acquisition Parcel to
the substantially the same condition as existed before the inspection or test. Purchaser shall defend,
indemnify and hold Seller and the Acquisition Parcel harmless from and against any and all losses,
costs, damages, claims or liabilities, including but not limited to, mechanic’s and materialmen’s
liens, arising out of or in connection with Purchaser’s inspection of the Acquisition Parcel as
allowed pursuant to this Section 4.5. The provisions of this Section 4.5 shall survive the Closing
or any earlier termination of this Agreement.
4.6 Satisfaction of Due Diligence Contingency. Purchaser shall have the
right, in its sole and absolute discretion, to terminate this Agreement for any reason, or no reason,
until the expiration of the Due Diligence Contingency Period. If Purchaser elects to terminate this
Agreement, Purchaser shall provide written notice to Seller prior to the expiration of the Due
Diligence Contingency Period of Purchaser’s election to terminate the Agreement. Upon provision
of such notice to Seller, this Agreement will terminate, and all amounts deposited by Purchaser
into Escrow will be returned to Purchaser, and neither Party will have any further rights or
obligations hereunder except those which expressly survive the termination of this Agreement.
5. CLOSING AND PAYMENT OF PURCHASE PRICE
5.1 Closing. The closing (“Closing” or “Close of Escrow”) will occur no later
than thirty (30) days after the recordation of the parcel map that creates the Acquisition Parcel or
[one hundred eighty (180) days from the Effective Date], whichever occurs first (“Outside
Closing Date”). In the event that Closing has not occurred on or prior to the Outside Closing Date,
either Party not then in default may, upon five (5) days advance written notice to the other Party,
terminate this Agreement and the Escrow. As long as neither Party so elects to terminate this
Agreement and the Escrow, Escrow Holder shall close the Escrow as soon as possible. Upon any
such termination of this Agreement, neither Party shall have any further rights or obligations
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hereunder, except for the rights and obligations expressly provided to survive termination of this
Agreement.
5.2 Purchaser’s Conditions to Closing. Purchaser's obligation to purchase the
Acquisition Parcel is subject to the satisfaction of all of the following conditions or Purchaser's
written waiver (in Purchaser’s sole discretion) of such conditions on or before the Outside Closing
Date:
(a) Expiration of the Due Diligence Contingency Period with no
exercise by Purchaser of its rights under this Agreement to terminate this Agreement.
(b) Seller has deposited into the Escrow a fully executed “Grant Deed”
in the form of Exhibit “C” hereof, a “Non-Foreign Affidavit” (as defined in Section 5.5(a) below),
a “California Certificate” (as defined in Section 5.5(a) below), and all other documents to be
submitted by Seller pursuant to this Agreement, all duly executed by Seller (as appropriate).
(c) The lot line adjustment, parcel map or other action for the
subdivision of the Acquisition Parcel as required pursuant to Section 2.4 hereof has been duly
approved and recorded in the official records of the County of San Mateo.
(d) Seller's representations and warranties herein are true and correct in
all material respects as of the Closing Date.
(e) Seller shall have removed all of Purchaser’s objections to title as
required pursuant to Section 5.4 hereof, and the Title Company shall be irrevocably committed to
issue a CLTA or ALTA Owner’s Title Policy to Purchaser, together with any endorsements
requested by Purchaser, effective as of the Closing Date, insuring title to Purchaser in the full
amount of the Purchase Price subject only to the Permitted Exceptions.
(f) Seller has performed all obligations to be performed by Seller
pursuant to this Agreement, and Seller is not in Default as of the Closing Date.
(g) Possession of the Acquisition Parcel will be delivered to Purchaser
immediately upon the Close of Escrow.
(h) There shall be no litigation or administrative proceeding pending or
threatened with respect to the Acquisition Parcel as of the Closing, nor any moratoria which would
adversely impact the use or value of the Acquisition Parcel.
5.3 Seller’s Conditions to Closing. The Close of Escrow and Seller's
obligation to sell and convey the Acquisition Parcel to Purchaser are subject to the satisfaction of
the following conditions or Seller's written waiver (in Seller’s sole discretion) of such conditions
on or before the Outside Closing Date:
(a) Purchaser has deposited into the Escrow the full amount of the
Purchase Price, and all other costs required by this Agreement to be paid by Purchaser.
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(b) Purchaser has deposited into the Escrow a fully executed
Acceptance of Grant Deed, and all other documents to be submitted by Purchaser pursuant to this
Agreement, all duly executed by Purchaser (as appropriate).
(c) Purchaser's representations and warranties set forth herein are true
and correct in all material respects as of the Closing Date.
(d) Purchaser has performed all obligations to be performed by
Purchaser pursuant to this Agreement on or before the Closing Date.
5.4 Conveyance of Title. Seller shall deliver fee simple title to the Acquisition
Parcel to Purchaser at the Closing, subject only to the Permitted Exceptions. The Acquisition
Parcel shall be conveyed by Seller to Purchaser in an “as is” condition, with no warranty, express
or implied, by Seller as to the physical condition of the Acquisition Parcel including, but not
limited to, the soil, its geology, or the presence of known or unknown faults or Hazardous
Substances on, in, under and adjacent to the Acquisition Parcel, the air, soil, and groundwater.
5.5 Deliveries at Closing.
(a) Deliveries by Seller. Seller shall deposit into the Escrow for
delivery to Purchaser at Closing: (i) a grant deed, substantially in the form of Exhibit “C” attached
hereto and incorporated herein (the “Grant Deed”); (ii) an affidavit or qualifying statement which
satisfies the requirements of paragraph 1445 of the Internal Revenue Code of 1986, as amended,
and any regulations thereunder (the “Non-Foreign Affidavit”); and (iii) a California Franchise
Tax Board Form 590 to satisfy the requirements of California Revenue and Taxation Code
Sections 18805(b) and 26131 (the “California Certificate”).
(b) Deliveries by Purchaser. No less than one (1) business day prior to
the Close of Escrow, Purchaser shall deposit into Escrow (i) the acceptance of the Grant Deed, and
(ii) immediately available funds in the amount which is equal to the Purchase Price, the Escrow
fees and recording fees, and the cost of the Title Policy and endorsements.
(c) Closing. Upon Closing, Escrow Holder shall: (i) record the Grant
Deed; (ii) disburse to Seller the Purchase Price; (iii) deliver to Purchaser the Non-Foreign
Affidavit, the California Certificate, and a conformed copy of the original recorded Grant Deed;
(iv) pay any expenses payable through Escrow; (v) distribute to itself the payment of Escrow fees
and expenses required hereunder, and (vi) direct the Title Company to issue the Title Policy to
Purchaser.
(d) Closing Costs.
(i) Seller will pay:
(1) All costs associated with removing any title
exceptions which are disapproved by Purchaser;
(2) All costs of Seller’s attorneys’ fees; and
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(3) Seller’s property taxes and assessments, if
applicable.
(ii) Purchaser will pay:
(1) All Escrow fees, recording fees (if any), and all
documentary transfer taxes (if any); and
(2) The cost of the Owner’s Policy of Title Insurance and
the cost of any title endorsements which are requested by the Purchaser.
If, as a result of no fault of Purchaser or Seller, Escrow fails to close, Purchaser shall pay
all of Escrow Holder's fees and charges; however, if the transaction fails to close as the result of
the default of either party, then such defaulting party shall bear all Escrow Holder's fees and
expenses. Purchaser shall bear all costs associated with its due diligence inspections regarding
the Acquisition Parcel. All other costs and expenses shall be allocated between Purchaser and
Seller in accordance with the customary practice of the County of San Mateo for transactions of
this type.
(e) Proration of Taxes. At the Close of Escrow, Seller shall be
responsible for a prorated share of property taxes and assessments due through the Close of
Escrow. In the event that, prior to the Close of Escrow, Seller has paid the installment of property
taxes and assessments applicable to the current period, there shall be no proration of property
taxes and assessments, and Seller shall be responsible for applying for a refund of any overpayment
of property taxes and assessments as a result of the acquisition of the Acquisition Parcel by a public
agency. In the event any real property taxes are due and unpaid at the Close of Escrow for any
periods prior to the Close of Escrow, Escrow Holder is hereby authorized and instructed to pay
such taxes from proceeds due the Seller at the Close of Escrow. At the Close of Escrow, the
Purchaser will file a Preliminary Change of Ownership Report and any necessary documentation
with the County Assessor-County Clerk-Recorder for the property tax exemption, and shall be
responsible for coordinating with Escrow Holder for the payment of any periods occurring from
and after the Close of Escrow (if any are due or payable). Seller shall have the right, after Close of
Escrow, to apply for a refund to the County Tax Collector/Assessor outside of Escrow for any
overpayments, and if eligible, to receive such refund.
6. REPRESENTATIONS, WARRANTIES AND COVENANTS
6.1 Seller’s Representations, Warranties and Covenants. In addition to the
representations, warranties and covenants of Seller contained in other sections of this Agreement,
Seller hereby represents, warrants and covenants to Purchaser that the statements below in this
Section 6.1 are each true and correct as of the Closing Date provided however, if to Seller’s actual
knowledge any such statement becomes untrue prior to Closing, Seller will notify Purchaser in
writing and Purchaser will have ten (10) days thereafter to determine if Purchaser wishes to
proceed with Closing.
(a) Authority. Seller has the full right, capacity, power and authority to
enter into and carry out the terms of this Agreement. This Agreement has been duly executed by
Seller, and upon delivery to and execution by Purchaser is a valid and binding agreement of Seller.
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All the instruments, agreements and other documents executed by Seller that are to be delivered
to Purchaser at Closing are and at the time of Closing will be duly authorized, executed and
delivered by Seller, and will be the valid and binding agreements and obligations of Seller
enforceable in accordance with their respective terms.
(b) Encumbrances. Seller has not alienated, encumbered, transferred,
mortgaged, assigned, pledged, or otherwise conveyed its interest in the Acquisition Parcel or any
portion thereof, nor entered into any agreement to do so, and there are no liens, encumbrances,
mortgages, covenants, conditions, reservations, restrictions, easements or other matters affecting
the Acquisition Parcel, except ______________________________________. Seller will be
responsible for obtaining any required release or reconveyance of such encumbrance prior to the
Closing. Seller will not, directly or indirectly, alienate, encumber, transfer, mortgage, assign,
pledge, or otherwise convey its interest in the Acquisition Parcel or any portion thereof prior to
the Close of Escrow, as long as this Agreement is in force.
(c) Other Agreements. There are no agreements affecting the
Acquisition Parcel except those which have been disclosed by Seller to Purchaser. There are no
agreements which will be binding on the Purchaser or the Acquisition Parcel after the Close of
Escrow which cannot be terminated on thirty (30) days prior written notice.
(d) Leases. Between the Effective Date and the earlier of the Closing
or the termination of this Agreement, Seller shall not enter into any new leases and Seller shall
terminate any existing leases of any portion of the Acquisition Parcel.
(e) Title. Except as disclosed herein, and in the Preliminary Report,
Seller has no actual knowledge of any unrecorded or undisclosed legal or equitable interest in the
Acquisition Parcel owned or claimed by anyone other than Seller.
(f) Litigation. There is no pending, or, to Seller’s actual knowledge,
threatened litigation, administrative proceeding or other legal or governmental action with respect
to the Acquisition Parcel.
(g) Disclosure. Seller has disclosed all material facts with respect to the
Acquisition Parcel of which Seller has actual knowledge.
(h) Non-Foreign Person. Seller is not a foreign person as defined in
Internal Revenue Code section 1445(f)(3).
(i) Acknowledgement of Trail Activities and Release. Seller
understands and acknowledges that the Trail is currently used by the public, and will be used by
the public in the future, as part of the network of trails in the Sign Hill open space area of the City.
Seller understands and acknowledges that the Purchaser has represented to Seller that Purchaser
may make further improvements to the Trail upon Purchaser’s acquisition of the Acquisition
Parcel, and that Purchaser will promote and encourage public use of the Trail. Upon and after
Purchaser’s acquisition of the Acquisition Parcel, Seller agrees not to challenge Purchaser’s right
to construct improvements upon the Trail, maintain the Trail, and facilitate and encourage public
use of the Trail. Upon and after Purchaser’s acquisition of the Acquisition Parcel, Seller hereby
releases, acquits and forever discharges the City and its officers, employees and agents from any
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and all actions, causes of action, claims, demands, damages, costs, loss of services, expenses and
compensation, arising from the Trail, past and future public use of the Trail, past and future City
construction of improvements on the Trail, and past and future City maintenance activities on the
Trail, including without limitation any claims for takings, inverse condemnation, trespass, public
and private nuisance. Seller makes no representations to Purchaser herein with respect to whether
the City or any members of the public have any prescriptive easements, adverse possession rights,
or any other real property or other legal rights to or over the Trail, rights to use or access the Trail,
or any other matters with respect to legal rights to or over the Trail. Seller’s obligations pursuant
to this paragraph (i) shall remain in effect after the Closing.
Seller understands and agrees that, with respect to the release provided in this Section
6.1(i), Seller waives all rights under Section 1542 of the Civil Code of California, which provides
as follows:
“A general release does not extend to claims that the creditor or releasing party does not
know or suspect to exist in his or her favor at the time of executing the release and that, if
known by him or her, would have materially affected his or her settlement with the debtor
or released party.”
______________ _______________
Seller’s Initials Seller’s Initials
The truth and accuracy of each of the representations and warranties, and the
performance of all covenants of Seller contained in this Agreement are conditions precedent to
Purchaser’s obligation to proceed with the Closing hereunder. The foregoing representations and
warranties shall survive the expiration, termination, or Close of Escrow of this Agreement and
shall not be deemed merged into the deed upon closing.
6.2 Purchaser’s Representations, Warranties and Covenants. In addition
to the representations, warranties and covenants of Purchaser contained in other sections of this
Agreement, Purchaser hereby represents, warrants and covenants to Seller that the statements
below in this Section 6.2 are each true as of the Effective Date, and, if to Purchaser’s actual
knowledge any such statement becomes untrue prior to Closing, Purchaser shall so notify Seller in
writing and Seller shall have ten (10) days thereafter to determine if Seller wishes to proceed with
Closing.
(a) Purchaser is a California city and municipal corporation, in good
standing under the laws of the State of California. Purchaser has the full right, capacity, power
and authority to enter into and carry out the terms of this Agreement. This Agreement has been
duly executed by Purchaser, and upon delivery to and execution by Seller shall be a valid and
binding agreement of Purchaser.
(b) Purchaser is not bankrupt or insolvent under any applicable federal
or state standard, has not filed for protection or relief under any applicable bankruptcy or creditor
protection statute, and has not been threatened by creditors with an involuntary application of any
applicable bankruptcy or creditor protection statute.
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(c) Purchaser agrees to take all actions necessary to terminate any
easement the City has over the Remaining Parcel for future street purposes, as shown on the
Sterling Terrace No. 3 Map recorded approximately August 1949. Purchaser’s obligations
pursuant to this paragraph (c) shall remain in effect after the Closing.
(d) Purchaser agrees to cooperate with and assist Seller in Seller’s
efforts to terminate, modify, or be released from the water easement in favor of the City of San
Francisco which encumbers the Remaining Parcel, as recorded September 26, 1935, provided that
Purchaser shall not be obligated to make any monetary payments in connection therewith.
Purchaser’s obligations pursuant to this paragraph (d) shall remain in effect after the Closing.
(e) Upon and after the Closing, Purchaser shall be responsible for any
construction or reconstruction of improvements to the Trail which are desired by Purchaser, and
for ongoing maintenance of the Trail, at the sole expense of Purchaser.
The truth and accuracy of each of the representations and warranties, and the
performance of all covenants of Purchaser contained in this Agreement are conditions precedent
to Seller’s obligation to proceed with the Closing hereunder.
7. ENVIRONMENTAL OBLIGATIONS
7.1 Seller Responsibilities. California Health & Safety Code Section 25359.7
requires owners of real property who know, or have reasonable cause to believe, that any release
of Hazardous Substances are located on or beneath the real property to provide written notice of
same to the buyer of real property. Other applicable laws require Seller to provide certain
disclosures regarding natural hazards affecting the Acquisition Parcel. Seller shall disclose to
Purchaser the actual knowledge Seller has with respect to the deposit of Hazardous Substances on
the Acquisition Parcel, if any. Seller agrees to make all disclosures required by law within ten
(10) days after the Effective Date. Seller's responsibility and obligations of this section are solely
limited to Seller's knowledge of, or Seller's reasonable cause to believe, Hazardous Substances that
have been stored upon or released upon or under the Acquisition Parcel.
7.2 As Is Sale. Notwithstanding anything to the contrary in this Agreement,
except for Seller’s representations and warranties in Section 6.1 hereof (“Seller’s Warranties”),
this sale is made and will be made without representation, covenant, or warranty of any kind by
Seller. As a material part of the consideration for this Agreement, Purchaser agrees to accept the
Acquisition Parcel on an “as is” and “where is” basis, with all faults, and without any
representation or warranty, all of which Seller hereby disclaims, except for Seller’s Warranties.
Except for Seller’s Warranties, no warranty or representation is made by Seller as to fitness for
any particular purpose, merchantability, design, quality, condition, operation or income,
compliance with drawings or specifications, absence of defects, absence of hazardous or toxic
substances, hazardous materials, hazardous wastes, absence of faults, flooding, or compliance with
laws and regulations including, without limitation, those relating to health, safety, and the
environment. Purchaser acknowledges that it has entered into this Agreement with the intention
of making and relying upon its own investigation of the physical, environmental, economic use,
compliance, and legal condition of the Acquisition Parcel and that Purchaser is not now relying,
and will not later rely, upon any representations and warranties made by Seller or anyone acting
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or claiming to act, by, through or under or on Seller’s behalf concerning the Acquisition Parcel,
except for Seller’s Warranties, Seller’s representations and warranties set forth in Section 6.1
hereof, and any other representations and warranties of Seller set forth in this Agreement. The
provisions of this Section 7.2 shall survive indefinitely any closing or termination of this
Agreement.
7.3 Hazardous Substances. For purposes of this Agreement, “Hazardous
Substances” means all of the following:
(a) Any substance, product, waste or other material of any nature
whatsoever which is or becomes defined, listed or regulated as a “hazardous substance”,
“hazardous material”, “hazardous waste”, “toxic substance”, “solid waste” or similarly defined
substance, product, waste or other material pursuant to any Environmental Law (which
Environmental Law shall include any and all regulations in the Code of Federal Regulations or
any other regulations implemented under the authority of such Environmental Law), including all
of the following and their state equivalents or implementing laws: (i) the Comprehensive
Environmental Response, Compensation and Liability Act, 42 U.S.C. §9601, et seq. (“CERCLA”);
(ii) the Hazardous Materials Transportation Act, 49 U.S.C. §1801, et. seq.; (iii) those substances
listed on the United States Department of Transportation Table (49 C.F.R. 172.01 and amendments
thereto); (iv) The Resource Conservation and Recovery Act, 42 U.S.C. §6901 et. seq. (“RCRA”);
(v) the Toxic Substances Control Act, 15 U.S.C. §2601 et. seq.; (vi) the Clean Water Act, 33 U.S.C.
§1251 et. seq.; (vii) the Clean Air Act, 42 U.S.C. §7401 et. seq.; and (viii) any other Federal, state
or local law, regulating, relating to, or imposing liability or standards of conduct concerning, any
hazardous, toxic or dangerous waste, substance or material, as now or at any time hereafter in
effect; or any substance, product, waste or other material of any nature whatsoever which may give
rise to liability under any of the above laws or under any statutory or common law theory based
on negligence, trespass, intentional tort, nuisance or strict liability or under any reported decisions
of a state or Federal court.
(b) Any Environmental Law, petroleum, any petroleum by-products,
waste oil, crude oil or natural gas;
(c) Any material, waste or substance that is or contains asbestos or
polychlorinated biphenyls, or is radioactive, flammable or explosive;
(d) Lead based paint and other forms of lead and heavy metals, mold,
grease tanks, waste storage areas, batteries, light bulbs, refrigerators, freezers, appliances, heating
and cooling systems, thermostats, electronic devices, electrical switches, gauges, thermometers,
aerosol cans, cleaning products, formaldehyde, polyurethane, pressure treated wood containing
arsenic, and building materials containing PCBs or volatile organic compounds, and
(e) Any other substance, product, waste or material defined or to be
treated or handled as a Hazardous Substance pursuant to the provisions of this Agreement.
7.4 Environmental Law(s). For purposes of this Agreement, “Environmental
Law” means all of the following means any federal, state, or local laws, ordinances, rules,
regulations, requirements, orders, formal guidelines, or permit conditions, in existence as of the
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Effective Date of this Agreement or as later enacted, promulgated, issued, modified or adopted,
regulating or relating to Hazardous Substances, and all applicable judicial, administrative and
regulatory judgments and orders and common law, including those relating to industrial hygiene,
public safety, human health, or protection of the environment, or the reporting, licensing,
permitting, use, presence, transfer, treatment, analysis, generation, manufacture, storage,
discharge, release, disposal, transportation, investigation or remediation of Hazardous Substances.
Environmental Laws shall include, without limitation, all of the laws listed under the definition of
Hazardous Substances.
8. REMEDIES
(a) Seller Default. In the event of a breach or default under this Agreement by
Seller, if such breach or default occurs prior to Close of Escrow, Purchaser reserves the right to
either (a) seek specific performance or actual damages from Seller or (b) to do any of the following:
(i) to waive the breach or default and proceed to close as provided herein; (ii) to extend the time
for performance and the Closing until Seller is able to perform; or (iii) to terminate this Agreement
upon written notice to Seller, whereupon Seller shall cause Escrow Holder to return to Purchaser
any and all documents and sums placed into the Escrow by Purchaser, and except for the rights
and obligations expressly provided to survive termination of this Agreement, neither Party shall
have any further obligations or liabilities hereunder.
(b) Purchaser Default. In the event of a breach or default under this Agreement
by Purchaser, if such breach or default occurs prior to Close of Escrow, Seller reserves the right to
either (a) seek specific performance or actual damages from Purchaser, or (b) to do any of the
following: (i) waive the breach or default and proceed to close as provided herein; (ii) extend the
time for performance and the Closing until Purchaser is able to perform; or (iii) to terminate this
Agreement upon written notice to Purchaser, whereupon Purchaser shall cause Escrow Holder to
return to Purchaser any and all documents and sums placed into the Escrow by Purchaser, and
except for the rights and obligations expressly provided to survive termination of this Agreement,
neither Party shall have any further obligations or liabilities hereunder..
9. BROKERS. Purchaser represents that no real estate broker has been retained by
Purchaser in the sale of the Acquisition Parcel or the negotiation of this Agreement. Seller
represents that no real estate broker has been retained by Purchaser in the sale of the Acquisition
Parcel or the negotiation of this Agreement. Each Party shall indemnify, hold harmless and defend
the other Party from any and all claims, actions and liability for any breach of the preceding, and
any commission, finder’s fee, or similar charges arising out of the indemnifying Party’s conduct.
10. MISCELLANEOUS
10.1 Attorneys’ Fees. If any Party employs counsel to enforce or interpret this
Agreement, including the commencement of any legal proceeding whatsoever, the prevailing Party
shall be entitled to recover its reasonable attorneys’ fees and court costs (including service of
process costs, filing fees, court and court reporter costs, investigative fees, expert witness fees, and
the costs of any bonds, whether taxable or not), and shall include the right to recover such fees and
costs incurred in any appeal or efforts to collect or otherwise enforce any judgment in its favor in
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addition to any other remedy it may obtain or be awarded. Any judgment or final order issued in
any legal proceeding shall include reimbursement for all such attorneys’ fees and costs.
10.2 Interpretation. This Agreement has been negotiated at arm’s length, each
Party has been represented by independent legal counsel in this transaction, and this Agreement
has been reviewed and revised by counsel to each of the Parties. Accordingly, each Party hereby
waives any benefit under any rule of law (including Section 1654 of the California Civil Code) or
legal decision that would require interpretation of any ambiguities in this Agreement against the
drafting Party.
10.3 Survival. All indemnities, covenants, representations and warranties
contained in this Agreement shall survive Close of Escrow.
10.4 Assignment. Absent an express signed written agreement between the
Parties to the contrary, neither Seller nor Purchaser may assign its rights or delegate its duties
under this Agreement without the express written consent of the other, which consent may be
withheld for any reason. No permitted assignment of any of the rights or obligations under this
Agreement shall result in a novation or in any other way release the assignor from its obligations
under this Agreement.
10.5 Successors. Except as provided to the contrary in this Agreement, this
Agreement shall be binding on and inure to the benefit of the Parties and their successors and
assigns.
10.6 Governing Law. This Agreement shall be construed and interpreted in
accordance with the laws of the State of California. Venue for any dispute arising hereunder shall
be in the Superior Court of San Mateo County for state law actions or the Northern District of
California for federal law actions.
10.7 Integrated Agreement; Modifications. This Agreement contains all the
agreements of the Parties concerning the subject hereof and cannot be amended or modified except
by a written instrument executed and delivered by the Parties. There are no representations,
agreements, arrangements or understandings, either oral or written, between or among the Parties
hereto relating to the subject matter of this Agreement that are not fully expressed herein. In
addition, there are no representations, agreements, arrangements or understandings, either oral or
written, between or among the Parties upon which any Party is relying upon in entering this
Agreement that are not fully expressed herein. Any modifications to this Agreement must be in
writing and signed by Seller and Purchaser.
10.8 Severability. If any term or provision of this Agreement is determined to
be illegal, unenforceable, or invalid in whole or in part for any reason, such illegal, unenforceable,
or invalid provisions or part thereof shall be stricken from this Agreement, and the remainder of
this Agreement shall remain in full force and effect unless the invalidated provision materially
alters the consideration being exchanged between Seller and the Purchaser. However, if any
provision or part thereof of this Agreement is stricken in accordance with the provisions of this
Section, but the stricken provision can be replaced with a legal, enforceable and valid provision in
keeping with the intent of the Parties as expressed herein and which fairly restores the
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consideration lost as a result of the stricken provision or stricken part thereof, then this Agreement
shall remain in full force and effect.
10.9 Notices. Any delivery of this Agreement, notice, modification of this
Agreement, collateral or additional agreement, demand, disclosure, request, consent, approval,
waiver, declaration or other communication that either Party desires or is required to give to the
other Party or any other person shall be in writing. Any such communication may be served
personally, or by nationally recognized overnight delivery service (e.g., FedEx) which provides a
receipt of delivery, or sent by prepaid, first class mail, return receipt requested to the Party’s
address as set forth below:
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To Purchaser: City of South San Francisco
400 Grand Avenue
South San Francisco, CA 94083
Attn: ________________
With copy to: City Attorney
To Seller: Tianyi Zhang
701 Spruce Avenue
South San Francisco, CA 94080
To Escrow Holder: ________________________
________________________
________________________
Any such communication shall be deemed effective upon personal delivery or on the date
of first refusal to accept delivery as reflected on the receipt of delivery or return receipt, as
applicable. Any Party may change its address by notice to the other Party. Each Party shall make
an ordinary, good faith effort to ensure that it will accept or receive notices that are given in
accordance with this section and that any person to be given notice actually receives such notice.
10.10 Time. Time is of the essence to the performance of each and every
obligation under this Agreement.
10.11 Days of Week. If any date for exercise of any right, giving of any notice,
or performance of any provision of this Agreement falls on a Saturday, Sunday or legal holiday,
the time for performance will be extended to 5:00 p.m. on the next business day.
10.12 Reasonable Consent and Approval. Except as otherwise provided in this
Agreement, whenever a Party is required or permitted to give its consent or approval under this
Agreement, such consent or approval shall not be unreasonably withheld or delayed. If a Party is
required or permitted to give its consent or approval in its sole and absolute discretion or if such
consent or approval may be unreasonably withheld, such consent or approval may be unreasonably
withheld but shall not be unreasonably delayed.
10.13 Further Assurances. The Parties shall at their own cost and expense
execute and deliver such further documents and instruments and shall take such other actions as
may be reasonably required or appropriate to carry out the intent and purposes of this Agreement.
10.14 Waivers. Any waiver by any Party shall be in writing and shall not be
construed as a continuing waiver. No waiver will be implied from any delay or failure to take
action on account of any default by any Party. Consent by any Party to any act or omission by
another Party shall not be construed to be a consent to any other subsequent act or omission or to
waive the requirement for consent to be obtained in any future or other instance.
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10.15 Signatures/Counterparts. This Agreement may be executed in two or
more counterparts, each of which shall be deemed an original, but all of which together shall
constitute one and the same instrument. Any one of such completely executed counterparts shall
be sufficient proof of this Agreement.
10.16 Date and Delivery of Agreement. Notwithstanding anything to the
contrary contained in this Agreement, the Parties intend that this Agreement shall be deemed
effective, and delivered for all purposes under this Agreement, and for the calculation of any
statutory time periods based on the date an agreement between Parties is effective, executed, or
delivered, as of the Effective Date.
10.17 Representation on Authority of Parties. Each person signing this
Agreement represents and warrants that he or she is duly authorized and has legal capacity to
execute and deliver this Agreement. Each Party represents and warrants to the other that the
execution and delivery of the Agreement and the performance of such Party’s obligations
hereunder have been duly authorized and that the Agreement is a valid and legal agreement binding
on such Party and enforceable in accordance with its terms.
10.18 Purchaser Approvals. Whenever this Agreement calls for Purchaser
approval, consent, extension or waiver, the written approval, consent, or waiver of the Purchaser’s
City Manager or his or her designee(s) shall constitute the approval, consent, extension or waiver
of the Purchaser, without further authorization required from the Purchaser’s City Council. The
Purchaser hereby authorizes the City Manager and his or her designee(s) to sign documents, to
deliver any such approvals, consents, or extensions or waivers as are required by this Agreement,
and to waive requirements under this Agreement, on behalf of the Purchaser.
[Signatures on following pages]
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IN WITNESS WHEREOF, this Agreement is executed by Purchaser and Seller as of the
Effective Date.
Purchaser:
CITY OF SOUTH SAN FRANCISCO,
a California municipal corporation
By:________________________________
Sharon Ranals, City Manager
Attest:
___________________________________
Rosa Govea Acosta, City Clerk
Reviewed as to Form:
___________________________________
Sky Woodruff, City Attorney
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Seller:
By:________________________________
By:________________________________
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EXHIBIT A
LEGAL DESCRIPTION OF CURRENT PARCEL
That real property located in the City of South San Francisco, County of San Mateo, State of
California, described as follows:
Lot 4 in Block 10, as shown on that certain map entitled “Sterling Terrace No. 3, South San
Francisco, San Mateo County, California,” filed in the office of the County Recorder of San
Mateo County, State of California, on August 10, 1949, in Book 30 of Maps at Page 39.
APN: 012-131-040
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3
EXHIBIT B
ACQUISITION PARCEL MAP
[To Be Inserted]
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EXHIBIT C
Recording Requested by
and When Recorded, Return to:
City of South San Francisco
400 Grand Avenue
South San Francisco, California 94083
Attn: City Clerk
EXEMPT FROM RECORDING FEES PER
GOVERNMENT CODE §§6103, 27383
Exempt from Documentary Transfer Tax
Per Rev. & Tax. Code § 11922
Governmental Agency acquiring title
GRANT DEED
For valuable consideration, receipt of which is hereby acknowledged, as of
_________________, 202_, [TIANYI ZHANG] hereby grants to the City of South San Francisco,
a California municipal corporation, all that real property located in the City of South San Francisco,
County of San Mateo, State of California and more particularly described in Attachment No. 1
hereto and incorporated in this Grant Deed by this reference.
By: __________________________________
By: __________________________________
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Attachment No. 1 to Grant Deed
LEGAL DESCRIPTION
That real property located in the City of South San Francisco, County of San Mateo, State of
California, described as follows:
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CERTIFICATE OF ACCEPTANCE
This is to certify that the interest in real property conveyed by the Grant Deed dated
_________________, 202_ from [TIANYI ZHANG] (“Grantor”) to the City of South San
Francisco (“Purchaser”), is hereby accepted on behalf of the Purchaser by the undersigned
officer or agent pursuant to authority conferred by resolution of the City Council of Purchaser
adopted on __________________________, and that the Purchaser consents to recordation of
the Grant Deed in the official records of San Mateo County by its duly authorized officer.
Dated: _________________, 202__
CITY OF SOUTH SAN FRANCISCO
By: ________________________________
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A notary public or other officer completing
this certificate verifies only the identity of
the individual who signed the document to
which this certificate is attached, and not the
truthfulness, accuracy, or validity of that
document.
State of California )
) ss.
County of _____________ )
On_____________________, 20____ before me, _____________________, a Notary Public, in
and for said State and County, personally appeared _______________________, who proved to
me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to
the within instrument and acknowledged to me that he/she/they executed the same in
his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the
person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
_______________________________
NOTARY PUBLIC
514
*** PRELIMINARY PRINT 10/14/2024 ***
51
5
City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-1072 Agenda Date:10/23/2024
Version:1 Item #:13.
Council discussion on Delegate for National League of Cities Annual Business Meeting on November 16, 2024, in
Tampa, FL.(Eddie Flores, Vice Mayor)
City of South San Francisco Printed on 10/18/2024Page 1 of 1
powered by Legistar™516
City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-1044 Agenda Date:10/23/2024
Version:1 Item #:14.
Closed Session: Conference with Legal Counsel - Anticipated Litigation
(Pursuant to Government Code Section 54956.9(d)(2))
Significant Exposure to Litigation: One potential case
(Sky Woodruff, City Attorney, Lindsay D’Andrea, Assistant City Attorney, Angel Torres, Senior Civil Engineer)
City of South San Francisco Printed on 10/18/2024Page 1 of 1
powered by Legistar™517
City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-1046 Agenda Date:10/23/2024
Version:1 Item #:15.
Conference with Real Property Negotiators
(Pursuant to Government Code Section 54956.8)
Property: DNA Way, Point San Bruno Blvd, and a portion of Cabot Road
Agency negotiators: Nell Selander, Director of Economic and Community Development, and Sky Woodruff,
City Attorney
Negotiating parties: Genentech, Inc.
Under negotiation: Price and terms
City of South San Francisco Printed on 10/18/2024Page 1 of 1
powered by Legistar™518
City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-880 Agenda Date:10/23/2024
Version:1 Item #:16.
Closed Session: Conference with Legal Counsel - Anticipated Litigation
(Pursuant to Government Code Section 54956.9(d)(2))
Significant Exposure to Litigation: Two potential cases
(Sky Woodruff, City Attorney and Christina Fernandez, Deputy City Manager)
City of South San Francisco Printed on 10/18/2024Page 1 of 1
powered by Legistar™519
City of South San Francisco
Legislation Text
P.O. Box 711 (City Hall, 400
Grand Avenue)
South San Francisco, CA
File #:24-1045 Agenda Date:10/23/2024
Version:1 Item #:17.
Conference with Real Property Negotiators
(Pursuant to Government Code Section 54956.8)
Property: 400 Miller Avenue (APN 012-303-110)
City Negotiators: Nell Selander, Economic and Community Development Director, and Sky Woodruff, City
Attorney
Negotiating Party: Nisar M Shaikh Trust
Under Negotiations: Price and terms
City of South San Francisco Printed on 10/18/2024Page 1 of 1
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H-GAC
Houston-Galveston Area Council
P.O. Box 22777 · 3555 Timmons · Houston, Texas 77227-2777
Cooperative Agreement - Contract - Braun Northwest, Inc. - Public Services - ID: 11091
Page 1 of 13
MASTER GENERAL PROVISIONS
This Master Agreement is made and entered into, by and between the Houston-Galveston Area Council
hereinafter referred to as H-GAC having its principal place of business at 3555 Timmons Lane, Suite 120,
Houston, Texas 77027 and Braun Northwest, Inc., hereinafter referred to as the Contractor, having its principal
place of business at 150 North Star Drive, Chehalis, WA 98532.
WITNESSETH:
WHEREAS, H-GAC hereby engages the Contractor to perform certain services in accordance with the
specifications of the Master Agreement; and
WHEREAS, the Contractor has agreed to perform such services in accordance with the specifications of the
Master Agreement;
NOW, THEREFORE, H-GAC and the Contractor do hereby agree as follows:
ARTICLE 1: LEGAL AUTHORITY
The Contractor warrants and assures H-GAC that it possesses adequate legal authority to enter into this Master
Agreement. The Contractor's governing body, where applicable, has authorized the signatory official(s) to enter
into this Master Agreement and bind the Contractor to the terms of this Master Agreement and any subsequent
amendments hereto.
ARTICLE 2: APPLICABLE LAWS
The Contractor agrees to conduct all activities under this Master Agreement in accordance with all federal laws,
executive orders, policies, procedures, applicable rules, regulations, directives, standards, ordinances, and laws, in
effect or promulgated during the term of this Master Agreement, including without limitation, workers’
compensation laws, minimum and maximum salary and wage statutes and regulations, and licensing laws and
regulations. When required, the Contractor shall furnish H-GAC with satisfactory proof of its compliance
therewith.
ARTICLE 3: PUBLIC INFORMATION
Except as stated below, all materials submitted to H-GAC, including any attachments, appendices, or other
information submitted as a part of a submission or Master Agreement, are considered public information, and
become the property of H-GAC upon submission and may be reprinted, published, or distributed in any manner by
H-GAC according to open records laws, requirements of the US Department of Labor and the State of Texas, and
H-GAC policies and procedures. In the event the Contractor wishes to claim portions of the response are not
subject to the Texas Public Information Act, it shall so; however, the determination of the Texas Attorney General
as to whether such information must be disclosed upon a public request shall be binding on the Contractor. H-GAC
will request such a determination only if Contractor bears all costs for preparation of the submission. H-GAC is not
responsible for the return of creative examples of work submitted. H-GAC will not be held accountable if material
from submissions is obtained without the written consent of the contractor by parties other than H-GAC, at any
time during the evaluation process.
ARTICLE 4: INDEPENDENT CONTRACTOR
The execution of this Master Agreement and the rendering of services prescribed by this Master Agreement do not
change the independent status of H-GAC or the Contractor. No provision of this Master Agreement or act of H-
GAC in performance of the Master Agreement shall be construed as making the Contractor the agent, servant, or
employee of H-GAC, the State of Texas, or the United States Government. Employees of the Contractor are
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subject to the exclusive control and supervision of the Contractor. The Contractor is solely responsible for
employee related disputes and discrepancies, including employee payrolls and any claims arising therefrom.
ARTICLE 5: ANTI-COMPETITIVE BEHAVIOR
Contractor will not collude, in any manner, or engage in any practice which may restrict or eliminate competition
or otherwise restrain trade.
ARTICLE 6: SUSPENSION AND DEBARMENT
Debarment and Suspension (Executive Orders 12549 and 12689) – A contract award (2 CFR 180.220) must not be
made to parties listed on the government-wide exclusions in the System for Award Management (SAM), in
accordance with the OMB guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR Part 1966
Comp. p. 189) and 12689 (3 CFR Part 1989 Comp. p. 235), “Debarment and Suspension.” SAM Exclusions
contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared
ineligible under statutory or regulatory authority other than Executive Order 12549.
Pursuant to the Federal Rule above, Respondent certifies that neither it nor its principals are presently debarred,
suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal
department or agency or by the State of Texas and at all times during the term of the Contract neither it nor its
principals will be debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from
participation by any federal department or agency or by the State of Texas Respondent shall immediately provide
the written notice to H-GAC if at any time the Respondent learns that this certification was erroneous when
submitted or has become erroneous by reason of changed circumstances. H-GAC may rely upon a certification of
the Respondent that the Respondent is not debarred, suspended, ineligible, or voluntarily excluded from the
covered contract, unless the H-GAC knows the certification is erroneous.
ARTICLE 7: GOAL FOR CONTRACTING WITH SMALL AND MINORITY BUSINESSES, WOMEN’S
BUSINESS ENTERPRISES, AND LABOR SURPLUS AREA FIRMS (if subcontracts are to be let)
H-GAC’s goal is to assure that small and minority businesses, women's business enterprises, and labor surplus area
firms are used when possible in providing services under a contract. In accordance with federal procurements
requirements of 2 CFR §200.321, if subcontracts are to be let, the prime contractor must take the affirmative steps
listed below:
1. Placing qualified small and minority businesses and women’s business enterprises on solicitation lists;
2. Assuring that small and minority businesses and women’s business enterprises are solicited whenever
they are potential sources;
3. Dividing total requirements, when economically feasible, into smaller task or quantities to permit
maximum participation by small and minority businesses, and women’s business enterprises;
4. Establishing delivery schedules, where the requirement permits, which encourage participation by small
and minority businesses, and women’s business enterprises;
5. Using the services and assistance as appropriate, of such organizations as the Small Business
Administration and the Minority Business Development Agency of the Department of Commerce.
6.
Nothing in this provision will be construed to require the utilization of any firm that is either unqualified or
unavailable. The Small Business Administration (SBA) is the primary reference and database for information on
requirements related to Federal Subcontracting https://www.sba.gov/federal-contracting/contracting-guide/prime-
subcontracting
NOTE: The term DBE as used in this solicitation is understood to encompass all programs/business enterprises such
as: Small Disadvantaged Business (SDB), Historically Underutilized Business (HUB), Minority Owned Business
Enterprise (MBE), Women Owned Business Enterprise (WBE) and Disabled Veteran Business Enterprise (DVBE)
or other designation as issued by a certifying agency.
Contractor agrees to work with and assist HGACBuy customer in meeting any DBE targets and goals, as
may be required by any rules, processes, or programs they might have in place. Assistance may include
compliance with reporting requirements, provision of documentation, consideration of Certified/Listed
subcontractors, provision of documented evidence that an active participatory role for a DBE entity was
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considered in a procurement transaction, etc.
ARTICLE 8: SCOPE OF SERVICES
The services to be performed by the Contractor are outlined in an Attachment to this Master Agreement.
ARTICLE 9: PERFORMANCE PERIOD
This Master Agreement shall be performed during the period which begins Oct 01 2023 and ends Sep 30 2027. All
services under this Master Agreement must be rendered within this performance period, unless directly specified
under a written change or extension provisioned under Article 21, which shall be fully executed by both parties to
this Master Agreement.
ARTICLE 10: PAYMENT OR FUNDING
Payment provisions under this Master Agreement are outlined in the Special Provisions. H-GAC will not pay for
any expenses incurred prior to the execution date of a contract, or any expenses incurred after the termination date
of the contract.
ARTICLE 11: PAYMENT FOR WORK
The H-GAC Customer is responsible for making payment to the Contractor upon delivery and acceptance of the
goods or completion of the services and submission of the subsequent invoice.
ARTICLE 12: PAYMENT TERMS/PRE-PAYMENT/QUANTITY DISCOUNTS
If discounts for accelerated payment, pre-payment, progress payment, or quantity discounts are offered, they must
be clearly indicated in the Contractor’s submission prior to contract award. The applicability or acceptance of these
terms is at the discretion of the Customer.
ARTICLE 13: REPORTING REQUIREMENTS
If the Contractor fails to submit to H-GAC in a timely and satisfactory manner any report required by this Master
Agreement, or otherwise fails to satisfactorily render performances hereunder, H-GAC may terminate this Master
Agreement with notice as identified in Article 29 of these General Provisions. H-GAC has final determination of
the adequacy of performance and reporting by Contractor. Termination of this Master Agreement for failure to
perform may affect Contractor’s ability to participate in future opportunities with H -GAC. The Contractor's failure
to timely submit any report may also be considered cause for termination of this Master Agreement. Any additional
reporting requirements shall be set forth in the Special Provisions of this Master Agreement.
ARTICLE 14: INSURANCE
Contractor shall maintain insurance coverage for work performed or services rendered under this Master
Agreement as outlined and defined in the attached Special Provisions.
ARTICLE 15: SUBCONTRACTS AND ASSIGNMENTS
Except as may be set forth in the Special Provisions, the Contractor agrees not to assign, transfer, convey, sublet,
or otherwise dispose of this Master Agreement or any right, title, obligation, or interest it may have therein to any
third party without prior written approval of H-GAC. The Contractor acknowledges that H-GAC is not liable to
any subcontractor or assignee of the Contractor. The Contractor shall ensure that the performance rendered under
all subcontracts shall result in compliance with all the terms and provisions of this Master Agreement as if the
performance rendered was rendered by the Contractor. Contractor shall give all required notices, and comply with
all laws and regulations applicable to furnishing and performance of the work. Except where otherwise expressly
required by applicable law or regulation, H-GAC shall not be responsible for monitoring Contractor's compliance,
or that of Contractor’s subcontractors, with any laws or regulations.
ARTICLE 16: AUDIT
Notwithstanding any other audit requirement, H-GAC reserves the right to conduct or cause to be conducted an
independent audit of any transaction under this Master Agreement, such audit may be performed by the H-GAC
local government audit staff, a certified public accountant firm, or other auditors designated by H-GAC and will be
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conducted in accordance with applicable professional standards and practices. The Contractor understands and
agrees that the Contractor shall be liable to the H-GAC for any findings that result in monetary obligations to H-
GAC.
ARTICLE 17: TAX EXEMPT STATUS
H-GAC and Customer members are either units of government or qualified non-profit agencies, and are generally
exempt from Federal and State sales, excise or use taxes. Respondent must not include taxes in its Response. It is
the responsibility of Contractor to determine the applicability of any taxes to an order and act accordingly.
Exemption certificates will be provided upon request.
ARTICLE 18: EXAMINATION OF RECORDS
The Contractor shall maintain during the course of the work complete and accurate records of all of the
Contractor's costs and documentation of items which are chargeable to H-GAC under this Master Agreement. H-
GAC, through its staff or designated public accounting firm, the State of Texas, and United States Government,
shall have the right at any reasonable time to inspect, copy and audit those records on or off the premises by
authorized representatives of its own or any public accounting firm selected by H-GAC. The right of access to
records is not limited to the required retention period, but shall last as long as the records are retained. Failure to
provide access to records may be cause for termination of the Master Agreement. The records to be thus
maintained and retained by the Contractor shall include (without limitation): (1) personnel and payroll records,
including social security numbers and labor classifications, accounting for total time distribution of the
Contractor's employees working full or part time on the work, as well as cancelled payroll checks, signed receipts
for payroll payments in cash, or other evidence of disbursement of payroll payments; (2) invoices for purchases,
receiving and issuing documents, and all other unit inventory records for the Contractor's stocks or capital items;
and (3) paid invoices and cancelled checks for materials purchased and for subcontractors' and any other third
parties' charges.
Contractor agrees that H-GAC will have the right, with reasonable notice, to inspect its records pertaining to
purchase orders processed and the accuracy of the fees payable to H-GAC. The Contractor further agrees that the
examination of records outlined in this article shall be included in all subcontractor or third-party Master
Agreements.
ARTICLE 19: RETENTION OF RECORDS
The Contractor and its subcontractors shall maintain all records pertinent to this Master Agreement, and all other
financial, statistical, property, participant records, and supporting documentation for a period of no less than seven
(7) years from the later of the date of acceptance of the final payment or until all audit findings have been resolved.
If any litigation, claim, negotiation, audit or other action involving the records has been started before the
expiration of the retention period, the records shall be retained until completion of the action and resolution of all
issues which arise from it, or until the end of the seven (7) years, whichever is later, and until any outstanding
litigation, audit, or claim has been fully resolved.
ARTICLE 20: DISTRIBUTORS, VENDORS, RESELLERS
Contractor agrees and acknowledges that any such designations of distributors, vendors, resellers or the like are for
the convenience of the Contractor only and the awarded Contractor will remain responsible and liable for all
obligations under the Contract and the performance of any designated distributor, vendor, reseller, etc. Contractor
is also responsible for receiving and processing any Customer purchase order in accordance with the Contract and
forwarding of the Purchase Order to the designated distributor, vendor, reseller, etc. to complete the sale or service.
H-GAC reserves the right to reject any entity acting on the Contractor’s behalf or refuse to add entities after a
contract is awarded.
ARTICLE 21: CHANGE ORDERS AND AMENDMENTS
A. Any alterations, additions, or deletions to the terms of this Master Agreement, which are required by
changes in federal or state law or by regulations, are automatically incorporated without written
amendment hereto, and shall become effective on the date designated by such law or by regulation.
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B. To ensure the legal and effective performance of this Master Agreement, both parties agree that any
amendment that affects the performance under this Master Agreement must be mutually agreed upon and
that all such amendments must be in writing. After a period of no less than 30 days subsequent to written
notice, unless sooner implementation is required by law, such amendments shall have the effect of
qualifying the terms of this Master Agreement and shall be binding upon the parties as if written herein.
C. Customers have the right to issue a change order to any purchase orders issued to the Contractor for the
purposes of clarification or inclusion of additional specifications, qualifications, conditions, etc. The
change order must be in writing and agreed upon by Contractor and the Customer agency prior to issuance
of any Change Order. A copy of the Change Order must be provided by the Contractor to, and
acknowledged by, H-GAC.
ARTICLE 22: CONTRACT ITEM CHANGES
A. If a manufacturer discontinues a contracted item, that item will automatically be considered deleted from
the contract with no penalty to Contractor. However, H-GAC may at its sole discretion elect to make a
contract award to the next lowest Respondent for the item, or take any other action deemed by H-GAC, at
its sole discretion, to be in the best interests of its Customers.
B. If a manufacturer makes any kind of change in a contracted item which affects the contract price,
Contractor must advise H-GAC of the details. H-GAC may allow or reject the change at its sole discretion.
If the change is rejected, H-GAC will remove the item from its program and there will be no penalty to
Contractor. However, H- GAC may at its sole discretion elect to make a contract award to the next lowest
Respondent for the item, or take any other action deemed by H-GAC, at its sole discretion, to be in the best
interests of its Customers.
C. If a manufacturer makes any change in a contracted item which does not affect the contract price,
Contractor shall advise H-GAC of the details. If the 'new' item is equal to or better than the originally
contracted item, the 'new' item shall be approved as a replacement. If the change is rejected H-GAC will
remove the item from its program and there will be no penalty to Contractor. However, H-GAC may at its
sole discretion elect to make a contract award to the next lowest Respondent for the item or may take any
other action deemed by H-GAC at its sole discretion, to be in the best interests of its Customers.
D. In the case of specifically identified catalogs or price sheets which have been contracted as base bid items
or as published options, routine published changes to products and pricing will be automatically
incorporated into the contract. However, Contractor must still provide written notice and an explanation of
the changes to products and pricing. H-GAC will respond with written approval.
ARTICLE 23: CONTRACT PRICE ADJUSTMENTS
Price Decreases
If Contractor’s Direct Cost decreases at any time during the full term of this award, Contractor must immediately
pass the decrease on to H-GAC and lower its prices by the amount of the decrease in Direct Cost. (Direct Cost
means Contractor’s cost from the manufacturer of any item or if Contractor is the manufacturer, the cost of raw
materials required to manufacture the item, plus costs of transportation from manufacturer to Contractor and
Contractor to H-GAC. Contractor must notify H-GAC of price decreases in the same way as for price increases set
out below. The price decrease shall become effective upon H-GAC’s receipt of Contractor’s notice. If Contractor
routinely offers discounted contract pricing, H-GAC may request Contractor accept amended contract pricing
equivalent to the routinely discounted pricing.
Price Increase
Contractors may request a price increase for items priced as Base Bid items and Published Options. The amount of
any increase will not exceed actual documented increase in Contractor’s Direct Cost and will not exceed 10% of
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the previous bid price. Considerations on the percentage limit will be given if the price increase is the result of
increased tariff charges or other governmental actions, or other economic factors. Manufacturer price/contract
changes involving the sale of motor vehicles will be considered and may be allowed during the entire contract
period subject to submission and verification of the proper documentation required for a contract change as
referenced in this section.
Price Changes
Any permanent increase or decrease in offered pricing for a base contract item or published option is considered a
price change. Temporary increases in pricing by whatever name (e.g., ‘surcharge’, ‘adjustment’, ‘equalization
charge’, ‘compliance charge’, ‘recovery charge’, etc.), are also considered to be price changes.
For published catalogs and price sheets as part of an H-GAC contract, requests to amend the contract to reflect any
new published catalog or price sheet must be submitted whenever the manufacturer publishes a new document.
The request must include the new catalog or price sheet. All Products shall, at time of sale, be equipped as required
under any then current applicable local, state, and federal government requirements. If, during any contract,
changes are made to any government requirements which cause a manufacturer's costs of production to increase,
Contractor may increase pricing to the extent of Contractor’s actual cost increase. The increase must be
substantiated with support documentation acceptable to H-GAC prior to taking effect. Modifications to a Product
required to comply with such requirements which become effective after the date of any sale are the responsibility
of the Customer.
Requesting Price Increase/Required Documentation
Contractor must submit a written overview of changes requested and reasons for the request, stating the amount of
the increase, along with an itemized list of any increased prices, showing the Contractor’s current price, revised
price, the actual dollar difference and the percentage of the price increase by line item. Price change requests must
be supported with substantive documentation (e.g., notices from suppliers and manufacturers of pricing changes in
products, components, transportation, raw materials or commodities, and/or product availability, copies of invoices
from suppliers, etc.) clearly showing that Contractor's actual costs have increased per the applicable line-item bid.
The Producer Price Index (PPI) may be used as partial justification, subject to approval by H-GAC, but no price
increase based solely on an increase in the PPI will be allowed. This documentation should be submitted in Excel
format to facilitate analysis and updating of the website. The letter and documentation must be sent to Lead
Program Coordinator, james.glover@h-gac.com.
Review/Approval of Requests
If H-GAC approves the price increase, Contractor will be notified in writing; no price increase will be effective
until Contractor receives this notice. If H-GAC does not approve Contractor’s price increase, Contractor may
terminate its performance upon sixty (60) days advance written notice to H-GAC, however Contractor must fulfill
any outstanding Purchase Orders. Termination of performance is Contractor’s only remedy if H-GAC does not
approve the price increase. H-GAC reserves the right to accept or reject any price change request.
ARTICLE 24: DELIVERIES AND SHIPPING TERMS
The Contractor agrees to make deliveries only upon receipt of authorized Customer Purchase Order acknowledged
by H-GAC. Delivery made without such Purchase Order will be at Contractor’s risk and will leave H-GAC the
option of canceling any contract awarded to the Contractor. The Contractor must secure and deliver any item
within five (5) working days, or as agreed to on any corresponding customer Purchase Order.
Shipping must be Freight On Board Destination to the delivery location designated on the Customer purchase
order. The Contractor will retain title and control of all goods until delivery is completed and the Customer has
accepted the delivery. All risk of transportation and all related charges are the responsibility of the Contractor. The
Customer will notify the Contractor and H-GAC promptly of any damaged goods and will assist the Contractor in
arranging for inspection. The Contractor must file all claims for visible or concealed damage. Unless otherwise
stated in the Master Agreement, deliveries must consist only of new and unused merchandise.
ARTICLE 25: RESTOCKING (EXCHANGES AND RETURNS)
There will be no restocking charge to the Customer for return or exchange of any item purchased under the terms
of any award. If the Customer wishes to return items purchased under an awarded contract, the Contractor agrees
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to exchange, these items for other items, with no additional charge incurred. Items must be returned to Contractor
within thirty (30) days from date of delivery. If there is a difference in price in the items exchanged, the Contractor
must notify H-GAC and invoice Customer for increase price or provide the Customer with a credit or refund for
any decrease in price per Customer’s preference. On items returned, a credit or cash refund will be issued by the
Contractor to Customer. This return and exchange option will extend for thirty (30) days following the expiration
of the term of the Contract. All items returned by the Customer must be unused and in the same merchantable
condition as when received. Items that are special ordered may be returned only upon approval of the Contractor.
ARTICLE 26: MANUALS
Each product delivered under contract to any Customer must be delivered with at least one (1) copy of a safety and
operating manual and any other technical or maintenance manual. The cost of the manual(s) must be included in
the price for the Product offered.
ARTICLE 27: OUT OF STOCK, PRODUCT RECALLS, AND DISCONTINUED PRODUCTS
H-GAC does NOT purchase the products sold pursuant to a Solicitation or Master Agreement. Contractor is
responsible for ensuring that notices and mailings, such as Out of Stock or Discontinued Notices, Safety Alerts,
Safety Recall Notices, and customer surveys, are sent directly to the Customer with a copy sent to H-GAC.
Customer will have the option of accepting any equivalent product or canceling the item from Customer’s
Purchase Order. Contractor is not authorized to make substitutions without prior approval.
ARTICLE 28: WARRANTIES, SALES, AND SERVICE
Warranties must be the manufacturer's standard and inclusive of any other warranty requirements stated in the
Master Agreement; any warranties offered by a dealer will be in addition to the manufacturer’s standard warranty
and will not be a substitute for such. Pricing for any product must be inclusive of the standard warranty.
Contractor is responsible for the execution and effectiveness of all product warranty requests and any claims,
Contractor agrees to respond directly to correct warranty claims and to ensure reconciliation of warranty claims
that have been assigned to a third party.
ARTICLE 29: TERMINATION PROCEDURES
The Contractor acknowledges that this Master Agreement may be terminated for Convenience or Default.
H-GAC will not pay for any expenses incurred after the termination date of the contract.
A. Convenience
H-GAC may terminate this Master Agreement at any time, in whole or in part, with or without cause,
whenever H-GAC determines that for any reason such termination is in the best interest of H-GAC, by
providing written notice by certified mail to the Contractor. Upon receipt of notice of termination, all
services hereunder of the Contractor and its employees and subcontractors shall cease to the extent
specified in the notice of termination.
The Contractor may cancel or terminate this Master Agreement upon submission of thirty (30) days
written notice, presented to H-GAC via certified mail. The Contractor may not give notice of cancellation
after it has received notice of default from H-GAC.
B. Default
H-GAC may, by written notice of default to the Contractor, terminate the whole or any part of the Master
Agreement, in any one of the following circumstances:
(1) If the Contractor fails to perform the services herein specified within the time specified herein or any
extension thereof; or
(2) If the Contractor fails to perform any of the other provisions of this Master Agreement for any reason
whatsoever, or so fails to make progress or otherwise violates the Master Agreements that completion
of services herein specified within the Master Agreement term is significantly endangered, and in
either of these two instances does not cure such failure within a period of ten (10) days (or such longer
period of time as may be authorized by H-GAC in writing) after receiving written notice by certified
mail of default from H-GAC.
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(3) In the event of such termination, Contractor will notify H-GAC of any outstanding Purchase Orders and
H-GAC will consult with the End User and notify the Contractor to what extent the End User wishes the
Contractor to complete the Purchase Order. If Contractor is unable to do so, Contractor may be subject to
a claim for damages from H-GAC and/or the End User.
ARTICLE 30: SEVERABILITY
H-GAC and Contractor agree that should any provision of this Master Agreement be determined to be invalid or
unenforceable, such determination shall not affect any other term of this Master Agreement, which shall continue
in full force and effect.
ARTICLE 31: FORCE MAJEURE
To the extent that either party to this Master Agreement shall be wholly or partially prevented from the
performance of any obligation or duty placed on such party by reason of or through strikes, stoppage of labor, riot,
fire, flood, acts of war, insurrection, accident, order of any court, act of God, or specific cause reasonably beyond
the party's control and not attributable to its neglect or nonfeasance, in such event, the time for the performance of
such obligation or duty shall be suspended until such disability to perform is removed. Determination of force
majeure shall rest solely with H-GAC.
ARTICLE 32: CONFLICT OF INTEREST
No officer, member or employee of the Contractor or Contractors subcontractor, no member of the governing body
of the Contractor, and no other public officials of the Contractor who exercise any functions or responsibilities in
the review or Contractor approval of this Master Agreement, shall participate in any decision relating to this
Master Agreement which affects his or her personal interest, or shall have any personal or pecuniary interest, direct
or indirect, in this Master Agreement.
A. Conflict of Interest Questionnaire: Chapter 176 of the Texas Local Government Code requires contractors
contracting or seeking to contract with H-GAC to file a conflict-of-interest questionnaire (CIQ) if they have
an employment or other business relationship with an H-GAC officer or an officer’s close family member.
The required questionnaire and instructions are located on the H-GAC website or at the Texas Ethics
Commission website https://www.ethics.state.tx.us/forms/CIQ.pdf. H-GAC officers include its Board of
Directors and Executive Director, who are listed on this website. Respondent must complete and file a CIQ
with the Texas Ethics Commission if an employment or business relationship with H-GAC office or an
officer’s close family member as defined in the law exists.
B. Certificate of Interested Parties Form – Form 1295: As required by Section 2252.908 of the Texas
Government Code. H-GAC will not enter a Contract with Contractor unless (i) the Contractor submits a
disclosure of interested parties form to H-GAC at the time the Contractor submits the contract H-GAC, or
(ii) the Contractor is exempt from such requirement. The required form and instructions are located at the
Texas Ethics Commission website https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm.
Respondents who are awarded a Contract must submit their Form 1295 with the signed Contract to H-GAC.
ARTICLE 33: FEDERAL COMPLIANCE
Contractor agrees to comply with all federal statutes relating to nondiscrimination, labor standards, and
environmental compliance. With regards to “Rights to Inventions Made Under a Contract or Master Agreement,”
If the Federal award meets the definition of “funding Master Agreement” under 37 CFR § 401.2 (a) and the
recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization
regarding the substitution of parties, assignment or performance of experimental, developmental, or research work
under that “funding Master Agreement,” the recipient or subrecipient must comply with the requirements of 37
CFR Part 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under
Government Grants, Contracts and Cooperative Master Agreements,” and any implementing regulations issued by
the awarding agency. Contractor agrees to be wholly compliant with the provisions of 2 CFR 200, Appendix II.
Additionally, for work to be performed under the Master Agreement or subcontract thereof, including procurement
of materials or leases of equipment, Contractor shall notify each potential subcontractor or supplier of the
Contractor's federal compliance obligations. These may include, but are not limited to: (a) Title VI of the Civil
Rights Act of 1964 (P.L. 88-352) which prohibits discrimination on the basis of race, color or national origin; (b)
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Title IX of the Education Amendments of 1972, as amended (20 U.S.C. §§ 1681-1683, and 1685-1686), which
prohibits discrimination on the basis of sex; (c) the Fair Labor Standards Act of 1938 (29 USC 676 et. seq.), (d)
Section 504 of the Rehabilitation Act of 1973, as amended (29 U.S.C. § 794), which prohibits discrimination on
the basis of handicaps and the Americans with Disabilities Act of 1990; (e) the Age Discrimination in Employment
Act of 1967 (29 USC 621 et. seq.) and the Age Discrimination Act of 1974, as amended (42 U.S.C. §§ 6101-6107),
which prohibits discrimination on the basis of age; (f) the Drug Abuse Office and Treatment Act of 1972 (P.L. 92-
255), as amended, relating to nondiscrimination on the basis of drug abuse; (g) the Comprehensive Alcohol Abuse
and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (P.L. 91-616), as amended, relating to the
nondiscrimination on the basis of alcohol abuse or alcoholism; (h) §§ 523 and 527 of the Public Health Service Act
of 1912 (42 U.S.C. 290 dd-3 and 290 ee-3), as amended, relating to confidentiality of alcohol and drug abuse
patient records; (i) Title VIII of the Civil Rights Act of 1968 (42 U.S.C. § 3601 et seq.), as amended, relating to
nondiscrimination in the sale, rental or financing of housing; (j) any other nondiscrimination provisions in any
specific statute(s) applicable to any Federal funding for this Master Agreement; (k) the requirements of any other
nondiscrimination statute(s) which may apply to this Master Agreement; (l) applicable provisions of the Clean Air
Act (42 U.S.C. §7401 et seq.), the Federal Water Pollution Control Act, as amended (33 U.S.C. §1251 et seq.),
Section 508 of the Clean Water Act (33 U.S.C. 1368), Executive Order 11738, and the Environmental Protection
Agency regulations at 40 CPR Part 15; (m) applicable provisions of the Davis- Bacon Act (40 U.S.C. 276a - 276a-
7), the Copeland Act (40 U.S.C. 276c), and the Contract Work Hours and Safety Standards Act (40 U.S.C. 327-
332), as set forth in Department of Labor Regulations at 20 CPR 5.5a; (n) the mandatory standards and policies
relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with
the Energy Policy and Conservation Act (P.L. 94-163).
ARTICLE 34: PROHIBITION ON CONTRACTING WITH ENTITIES USING CERTAIN
TELECOMMUNICATIONS AND VIDEO SURVEILLANCE EQUIPMENT (EFFECTIVE AUG. 13, 2020
AND AS AMENDED OCTOBER 26, 2020)
Pursuant to 2 CFR 200.216, Contractor shall not offer equipment, services, or system that use covered
telecommunications equipment or services as a substantial or essential component of any system, or as critical
technology as part of any system. Covered telecommunications equipment or services means 1)
telecommunications equipment produced by Huawei Technologies Company or ZTE Corporation (or any
subsidiary or affiliate of such entities); 2) for the purpose of public safety, security of government facilities,
physical security surveillance of critical infrastructure, and other national security purposes, video surveillance and
telecommunications equipment produced by Hytera Communications Corporation, Hangzhou Hikvision Digital
Technology Company, or Dahua Technology Company (or any subsidiary or affiliate of such entities); 3)
telecommunications or video surveillance services provided by such entities or using such equipment; or 4)
telecommunications or video surveillance equipment or services produced or provided by an entity that the
Secretary of Defense, in consultation with the Director of National Intelligence or the Director of the Federal
Bureau of Investigation, reasonably believes to be an entity owned or controlled by, or otherwise connected to, the
government of a covered foreign country. Respondent must comply with requirements for certifications. The
provision at 48 C.F.R Section 52.204-26 requires that offerors review SAM prior to completing their required
representations. This rule applies to all acquisitions, including acquisitions at or below the simplified acquisition
threshold and to acquisitions of commercial items, including commercially available off the-shelf items.
ARTICLE 35: DOMESTIC PREFERENCE
In accordance with 2 CFR 200.322, as appropriate and to the extent consistent with law, when using federal grant
award funds H-GAC should, to the greatest extent practicable, provide a preference for the purchase, acquisition,
or use of goods, products, or materials produced in the United States (including but not limited to iron, aluminum,
steel, cement, and other manufactured products). H-GAC must include this requirement in all subawards including
all contracts and purchase orders for work or products under the federal grant award. If Contractor intends to
qualify for Purchase Orders using federal grant money, then it shall work with H-GAC to provide all required
certifications and other documentation needed to show compliance.
ARTICLE 36: CRIMINAL PROVISIONS AND SANCTIONS
The Contractor agrees to perform the Master Agreement in conformance with safeguards against fraud and abuse
as set forth by the H-GAC, the State of Texas, and the acts and regulations of any related state or federal agency.
The Contractor agrees to promptly notify H-GAC of any actual or suspected fraud, abuse, or other criminal activity
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through the filing of a written report within twenty-four (24) hours of knowledge thereof. Contractor shall notify
H-GAC of any accident or incident requiring medical attention arising from its activities under this Master
Agreement within twenty-four (24) hours of such occurrence. Theft or willful damage to property on loan to the
Contractor from H-GAC, if any, shall be reported to local law enforcement agencies and H-GAC within two (2)
hours of discovery of any such act.
The Contractor further agrees to cooperate fully with H-GAC, local law enforcement agencies, the State of Texas,
the Federal Bureau of Investigation, and any other duly authorized investigative unit, in carrying out a full
investigation of all such incidents.
The Contractor shall notify H-GAC of the threat of lawsuit or of any actual suit filed against the Contractor
pertaining to this Master Agreement or which would adversely affect the Contractor’s ability to perform services
under this Master Agreement.
ARTICLE 37: INDEMNIFICATION AND RECOVERY
H-GAC’s liability under this Master Agreement, whether for breach of contract, warranty, negligence, strict
liability, in tort or otherwise, is limited to its order processing charge. In no event will H-GAC be liable for any
loss of use, loss of time, inconvenience, commercial loss, lost profits, or savings or other incidental, special or
consequential damages to the full extent such use may be disclaimed by law. Contractor agrees, to the extent
permitted by law, to defend and hold harmless H-GAC, its board members, officers, agents, officials, employees,
and indemnities from any and all claims, costs, expenses (including reasonable attorney fees), actions, causes of
action, judgements, and liens arising as a result of Contractor’s negligent act or omission under this Master
Agreement. Contractor shall notify H-GAC of the threat of lawsuit or of any actual suit filed against Contractor
relating to this Master Agreement.
ARTICLE 38: LIMITATION OF CONTRACTOR’S LIABILITY
Except as specified in any separate writing between the Contractor and an END USER, Contractor’s total liability
under this Master Agreement, whether for breach of contract, warranty, negligence, strict liability, in tort or
otherwise, but excluding its obligation to indemnify H-GAC, is limited to the price of the particular
products/services sold hereunder, and Contractor agrees either to refund the purchase price or to repair or replace
product(s) that are not as warranted. In no event will Contractor be liable for any loss of use, loss of time,
inconvenience, commercial loss, loss of profits or savings or other incidental, special or consequential damages to
the full extent such use may be disclaimed by law. Contractor understands and agrees that it shall be liable to repay
and shall repay upon demand to END USER any amounts determined by H-GAC, its independent auditors, or any
agency of State or Federal government to have been paid in violation of the terms of this Master Agreement.
ARTICLE 39: TITLES NOT RESTRICTIVE
The titles assigned to the various Articles of this Master Agreement are for convenience only. Titles shall not be
considered restrictive of the subject matter of any Article, or part of this Master Agreement.
ARTICLE 40: JOINT WORK PRODUCT
This Master Agreement is the joint work product of H-GAC and the Contractor. This Master Agreement has been
negotiated by H-GAC and the Contractor and their respective counsel and shall be fairly interpreted in accordance
with its terms and, in the event of any ambiguities, no inferences shall be drawn against any party.
ARTICLE 41: PROCUREMENT OF RECOVERED MATERIAL
H-GAC and the Respondent must comply with section 6002 of the Solid Waste Disposal Act, as amended by the
Resource Conservation and Recovery Act. The requirements of Section 6002 include: (1) procuring only items
designated in guidelines of the Environmental Protection Agency (EPA) at 40 CFR part 247 that contain the
highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of
competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the
preceding fiscal year exceeded $10,000; (2) procuring solid waste management services in a manner that
maximizes energy and resource recovery; and (3) establishing an affirmative procurement program for
procurement of recovered materials identified in the EPA guidelines. Pursuant to the Federal Rule above, as
required by the Resource Conservation and Recovery Act of 1976 (42 U.S.C. § 6962(c)(3)(A)(i)), Respondent
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certifies that the percentage of recovered materials content for EPA-designated items to be delivered or used in the
performance of the Contract will be at least the amount required by the applicable contract specifications or other
contractual requirements.
ARTICLE 42: COPELAND “ANTI-KICKBACK” ACT
Contractor shall comply with 18 U.S.C. § 874, 40 U.S.C. § 3145, and the requirements of 29 C.F.R. pt. 3 as may be
applicable, which are incorporated by reference into the contract. The contractor or subcontractor shall insert in
any subcontracts the clause above and such other clauses as appropriate agency instructions require, and also a
clause requiring the subcontractors to include these clauses in any lower tier subcontracts. The prime contractor
shall be responsible for the compliance by any subcontractor or lower tier subcontractor with all of these contract
clauses. A breach of the contract clauses above may be grounds for termination of the Contract, and for debarment
as a contractor and subcontractor as provided in 29 C.F.R. § 5.12.
ARTICLE 43: DISCRIMINATION
Respondent and any potential subcontractors shall comply with all Federal statutes relating to nondiscrimination.
These include, but are not limited to:
a) Title VI of the Civil Rights Act of 1964 (P.L. 88-352), which prohibits discrimination on the basis of
race, color, or national origin;
b) Title IX of the Education Amendments of 1972, as amended (20 U.S.C. §§1681-1683, and 1685-1686),
which prohibits discrimination on the basis of sex;
c) Section 504 of the Rehabilitation Act of 1973, as amended (29 U.S.C. §794), which prohibits
discrimination on the basis of handicaps;
d) The Age Discrimination Act of 1975, as amended (42 U.S.C. §§6101- 6107), which prohibits
discrimination on the basis of age;
e) The Drug Abuse Office and Treatment Act of 1972 (P.L. 92-255), as amended, relating to
nondiscrimination on the basis of drug abuse;
f) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of
1970 (P.L. 91-616), as amended, relating to nondiscrimination on the basis of alcohol abuse or
alcoholism;
g) Sections 523 and 527 of the Public Health Service Act of 1912 (42 U.S.C. §§290 dd-3 and 290 ee-3), as
amended, relating to confidentiality of alcohol and drug abuse patient records;
h) Title VIII of the Civil Rights Act of 1968 (42 U.S.C. §§3601 et seq.), as amended, relating to
nondiscrimination in the sale, rental, or financing of housing;
i) Any other nondiscrimination provisions in the specific statute(s) under which application for Federal
assistance is being made; and
j) The requirements of any other nondiscrimination statute(s) that may apply to the application.
ARTICLE 44: DRUG FREE WORKPLACE
Contractor must provide a drug-free workplace in accordance with the Drug-Free Workplace Act, as applicable.
For the purposes of this Section, “drug-free” means a worksite at which employees are prohibited from engaging in
the unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance. H-GAC may
request a copy of this policy.
ARTICLE 45: APPLICABILITY TO SUBCONTRACTORS
Respondent agrees that all contracts it awards pursuant to the contract awarded as a result of this Master
Agreement will be bound by the foregoing terms and conditions.
ARTICLE 46: WARRANTY AND COPYRIGHT
Submissions must include all warranty information, including items covered, items excluded, duration, and
renewability. Submissions must include proof of licensing if using third party code for programming.
ARTICLE 47: DATA HANDLING AND SECURITY
It will always be the responsibility of the selected Contractor to manage data transfer and to secure all data
appropriately during the project to prevent unauthorized access to all data, products, and deliverables.
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ARTICLE 48: DISPUTES
All disputes concerning questions of fact or of law arising under this Master Agreement, which are not addressed
within the Whole Master Agreement as defined pursuant to Article 4 hereof, shall be decided by the Executive
Director of H-GAC or his designee, who shall reduce his decision to writing and provide notice thereof to the
Contractor. The decision of the Executive Director or his designee shall be final and conclusive unless, within
thirty (30) days from the date of receipt of such notice, the Contractor requests a rehearing from the Executive
Director of H-GAC. In connection with any rehearing under this Article, the Contractor shall be afforded an
opportunity to be heard and offer evidence in support of its position. The decision of the Executive Director after
any such rehearing shall be final and conclusive. The Contractor may, if it elects to do so, appeal the final and
conclusive decision of the Executive Director to a court of competent jurisdiction. Pending final decision of a
dispute hereunder, the Contractor shall proceed diligently with the performance of the Master Agreement and in
accordance with H-GAC's final decision.
ARTICLE 49: CHOICE OF LAW: VENUE
This Master Agreement shall be governed by the laws of the State of Texas. Venue and jurisdiction of any suit or
cause of action arising under or in connection with the Master Agreement shall lie exclusively in Harris County,
Texas. Disputes between END USER and Contractor are to be resolved in accordance with the law and venue rules
of the state of purchase. Contractor shall immediately notify H-GAC of such disputes.
ARTICLE 50: ORDER OF PRIORITY
In the case of any conflict between or within this Master Agreement, the following order of priority shall be
utilized: 1) General Provisions, 2) Special Provisions, 3) Scope of Work, and 4) Other Attachments.
ARTICLE 51: WHOLE MASTER AGREEMENT
Please note, this is an H-GAC Master Agreement template and is used for all products and services offered
in H-GAC Cooperative Purchasing. Any redlines to this Master Agreement may not be reviewed. If this
Master Agreement has not been signed by the Contractor within 30 calendar days, this Master Agreement
will be automatically voided. The Master General Provisions, Master Special Provisions, and Attachments, as
provided herein, constitute the complete Master Agreement between the parties hereto, and supersede any and all
oral and written Master Agreements between the parties relating to matters herein. Except as otherwise provided
herein, this Master Agreement cannot be modified without written consent of the parties.
ARTICLE 52: UNIVERSAL IDENTIFIER AND SYSTEM FOR AWARD MANAGEMENT (SAM)
In accordance with 2 CFR Title 2, Subtitle A, Chapter I, Part 25 as it applies to a Federal awarding agency's grants,
cooperative agreements, loans, and other types of Federal financial assistance as defined in 2 CFR 25.406.
Contractor understands and as it relates to 2 CFR 25.205(a), a Federal awarding agency may not make a Federal
award or financial modification to an existing Federal award to an applicant or recipient until the entity has
complied with the requirements described in 2 CFR 25.200 to provide a valid unique entity identifier and maintain
an active SAM registration (www.SAM.gov) with current information (other than any requirement that is not
applicable because the entity is exempted under § 25.110). 2 CFR 25.200(b) requires that registration in the SAM
prior to submitting an application or plan; and maintain an active SAM registration with current information,
including information on a recipient's immediate and highest level owner and subsidiaries, as well as on all
predecessors that have been awarded a Federal contract or grant within the last three years, if applicable, at all
times during which it has an active Federal award or an application or plan under consideration by a Federal
awarding agency; and provide its unique entity identifier in each application or plan it submits to the Federal
awarding agency. To remain registered in the SAM database after the initial registration, the applicant is required
to review and update its information in the SAM database on an annual basis from the date of initial registration or
subsequent updates to ensure it is current, accurate and complete. At the time a Federal awarding agency is ready
to make a Federal award, if the intended recipient has not complied with an applicable requirement to provide a
unique entity identifier or maintain an active SAM registration with current information, the Federal awarding
agency: (1) May determine that the applicant is not qualified to receive a Federal award; and (2) May use that
determination as a basis for making a Federal award to another applicant.
ARTICLE 53: PROCUREMENT OF RECOVERED MATERIALS
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In accordance with 2 CFR 200.323, the Houston-Galveston Area Council and the Contractor or Subrecipient must
comply with section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and
Recovery Act. The requirements of Section 6002 include: (1) procuring only items designated in guidelines of the
Environmental Protection Agency (EPA) at 40 CFR part 247 that contain the highest percentage of recovered
materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of
the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000;
(2) procuring solid waste management services in a manner that maximizes energy and resource recovery; and (3)
establishing an affirmative procurement program for procurement of recovered materials identified in the EPA
guidelines. Pursuant to the Federal Rule above, as required by the Resource Conservation and Recovery Act of
1976 (42 U.S.C. § 6962(c)(3)(A)(i)), the Contractor or Subrecipient certifies that the percentage of recovered
materials content for EPA-designated items to be delivered or used in the performance of the Agreement will be at
least the amount required by the applicable contract specifications or other contractual requirements.
SIGNATURES:
H-GAC and the Contractor have read, agreed, and executed the whole Master Agreement as of the date first
written above, as accepted by:
Braun Northwest, Inc.
Signature $docusign:SignHere::Customer1
Name Tami McCallum
Title V.P. Sales
Date $docusign:DateSigned::Customer1
H-GAC
Signature $docusign:SignHere::InternalSigner
Name Chuck Wemple
Title Executive Director
Date $docusign:DateSigned::InternalSigner
319533
H-GAC
Houston-Galveston Area Council
P.O. Box 22777 · 3555 Timmons · Houston, Texas 77227-2777
Cooperative Agreement - Contract - Braun Northwest, Inc. - Public Services - ID: 11091
Page 1 of 8
MASTER SPECIAL PROVISIONS
Please note, this is an H-GAC Master Agreement template and is used for all products and services
offered in H-GAC Cooperative Purchasing. Any redlines to this Master Agreement may not be reviewed.
Incorporated by attachment, as part of the whole Master Agreement, H-GAC and the Contractor do, hereby
agree to the Master Special Provisions as follows:
ARTICLE 1: BIDS/PROPOSALS INCORPORATED
In addition to the whole Master Agreement, the following documents listed in order of priority are
incorporated into the Master Agreement by reference: Bid/Proposal Specifications and Contractor’s Response
to the Bid/Proposal.
ARTICLE 2: END USER MASTER AGREEMENTS (“EUA”)
H-GAC acknowledges that the END USER, which is the HGACBuy customer utilizing the contract
(CUSTOMER and END USER may be used interchangeably) may choose to enter into an End User Master
Agreement (EUA) with the Contractor through this Master Agreement. A CUSTOMER/END USER is a state
agency, county, municipality, special district, or other political subdivision of a state, or a qualifying non-profit
corporation (providing one or more governmental function or service that possess legal authority to enter into
the Contract. The term of the EUA may exceed the term of the current H-GAC Master Agreement.
H-GAC’s acknowledgement is not an endorsement or approval of the End User Master Agreement’s terms and
conditions. Contractor agrees not to offer, agree to or accept from the CUSTOMER/END USER, any terms or
conditions that conflict with those in Contractor’s Master Agreement with H-GAC. Contractor affirms that
termination of its Master Agreement with H-GAC for any reason shall not result in the termination of any
underlying EUA, which shall in each instance, continue pursuant to the EUA’s stated terms and duration.
Pursuant to the terms of this Master Agreement, termination of this Master Agreement will disallow the
Contractor from entering into any new EUA with CUSTOMER/END USER. Applicable H-GAC order
processing charges will be due and payable to H-GAC on any EUAs, surviving termination of this Master
Agreement between H-GAC and Contractor.
ARTICLE 3: MOST FAVORED CUSTOMER CLAUSE
Contractor shall provide its most favorable pricing and terms to H-GAC. If at any time during this Master
Agreement, Contractor develops a regularly followed standard procedure of entering into Master Agreements
with other governmental customers within the State of Texas, and offers the same or substantially the same
products/services offered to H-GAC on a basis that provides prices, warranties, benefits, and or terms more
favorable than those provided to H-GAC, Contractor shall notify H-GAC within ten (10) business days
thereafter, and this Master Agreement shall be deemed to be automatically retroactively amended, to the
effective date of Contractor’s most favorable past Master Agreement with another entity. Contractor shall
provide the same prices, warranties, benefits, or terms to H-GAC and its CUSTOMER/END USER as provided
in its most favorable past Master Agreement. H-GAC shall have the right and option at any time to decline to
accept any such change, in which case the amendment shall be deemed null and void. If Contractor claims that a
more favorable price, warranty, benefit, or term that was charged or offered to another entity during the term of
this Master Agreement, does not constitute more favorable treatment, than Contractor shall, within ten (10)
business days, notify H-GAC in writing, setting forth the detailed reasons Contractor believes the aforesaid
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offer is not in fact most favored treatment. H-GAC, after due consideration of Contractor’s written explanation,
may decline to accept such explanation and thereupon this Master Agreement between H-GAC and Contractor
shall be automatically amended, effective retroactively, to the effective date of the most favored Master
Agreement, to provide the same prices, warranties, benefits, or terms to H-GAC and the CUSTOMER/END
USER.
EXCEPTION: This clause shall not be applicable to prices and price adjustments offered by a bidder,
proposer, or contractor, which are not within bidder's/proposer’s control [example; a manufacturer's bid
concession], or to any prices offered to the Federal Government and its agencies.
ARTICLE 4: PARTY LIABILITY
Contractor’s total liability under this Master Agreement, whether for breach of contract, warranty, negligence,
strict liability, in tort or otherwise, is limited to the price of the particular products/services sold hereunder.
Contractor agrees either to refund the purchase price or to repair or replace product(s) that are not as warranted.
Contractor accepts liability to repay, and shall repay upon demand to CUSTOMER/END USER, any amounts
determined by H-GAC, its independent auditors, or any state or federal agency, to have been paid in violation of
the terms of this Master Agreement.
ARTICLE 5: GOVERNING LAW & VENUE
Contractor and H-GAC agree that Contractor will make every reasonable effort to resolve disputes with the
CUSTOMER/END USER in accord with the law and venue rules of the state of purchase. Contractor shall
immediately notify H-GAC of such disputes.
ARTICLE 6: SALES AND ORDER PROCESSING CHARGE
Contractor shall sell its products to CUSTOMER/END USER based on the pricing and terms of this Master
Agreement. H-GAC will invoice Contractor for the applicable order processing charge when H-GAC receives
notification of a CUSTOMER/END USER order. Contractor shall remit to H-GAC the full amount of the
applicable order processing charge, after delivery of any product or service and subsequent CUSTOMER/END
USER acceptance. Payment of the Order Processing Charge shall be remitted from Contractor to H-GAC,
within thirty (30) calendar days or ten (10) business days after receipt of a CUSTOMER/END USER’s
payment, whichever comes first, notwithstanding Contractor’s receipt of invoice. For sales made by Contractor
based on this Master Agreement, including sales to entities without Interlocal Master Agreements, Contractor
shall pay the applicable order processing charges to H-GAC. Further, Contractor agrees to encourage entities
who are not members of H-GAC’s Cooperative Purchasing Program to execute an H-GAC Interlocal Master
Agreement. H-GAC reserves the right to take appropriate actions including, but not limited to, Master
Agreement termination if Contractor fails to promptly remit the appropriate order processing charge to H-GAC.
In no event shall H-GAC have any liability to Contractor for any goods or services a CUSTOMER/END USER
procures from Contractor. At all times, Contractor shall remain liable to pay to H-GAC any order processing
charges on any portion of the Master Agreement actually performed, and for which compensation was received
by Contractor.
ARTICLE 7: LIQUIDATED DAMAGES
Contractor and H-GAC agree that Contractor shall cooperate with the CUSTOMER/END USER at the time a
CUSTOMER/END USER purchase order is placed, to determine terms for any liquidated damages.
ARTICLE 8: INSURANCE
Unless otherwise stipulated in Section B of the Bid/Proposal Specifications, Contractor must have the
following insurance and coverage minimums:
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a. General liability insurance with a Single Occurrence limit of at least $1,000,000.00, and a General
Aggregate limit of at least two times the Single Occurrence limit.
b. Product liability insurance with a Single Occurrence limit of at least $1,000,000.00, and a General
Aggregate limit of at least two times the Single Occurrence limit for all Products except Automotive Fire
Apparatus. For Automotive Fire Apparatus, see Section B of the Bid/Proposal Specifications.
c. Property Damage or Destruction insurance is required for coverage of End User owned equipment while
in Contractor's possession, custody, or control. The minimum Single Occurrence limit is $500,000.00 and
the General Aggregate limit must be at least two times the Single Occurrence limit. This insurance may be
carried in several ways, e.g. under an Inland Marine policy, as art of Automobile coverage, or under a
Garage Keepers policy. In any event, this coverage must be specifically and clearly listed on insurance
certificate(s) submitted to H-GAC.
d. Insurance coverage shall be in effect for the length of any contract made pursuant to the Bid/Proposal, and
for any extensions thereof, plus the number of days/months required to deliver any outstanding order after
the close of the contract period.
e. Original Insurance Certificates must be furnished to H-GAC on request, showing Contractor as the
insured and showing coverage and limits for the insurances listed above.
f. If any Product(s) or Service(s) will be provided by parties other than Contractor, all such parties are
required to carry the minimum insurance coverages specified herein, and if requested by H-GAC, a
separate insurance certificate must be submitted for each such party.
g. H-GAC reserves the right to contact insurance underwriters to confirm policy and certificate issuance and
document accuracy.
ARTICLE 9: PERFORMANCE AND PAYMENT BONDS FOR INDIVIDUAL ORDERS
H-GAC’s contractual requirements DO NOT include a Performance & Payment Bond (PPB); therefore,
Contractor shall offer pricing that reflects this cost savings. Contractor shall remain prepared to offer a PPB to
cover any order if so requested by the CUSTOM ER/END USER. Contractor shall quote a price to
CUSTOMER/END USER for provision of any requested PPB, and agrees to furnish the PPB within ten
business (10) days of receipt of CUSTOMER/END USER's purchase order.
ARTICLE 10: ORDER PROCESSING CHARGE
H-GAC will apply an Order Processing Charge for each sale done through the H-GAC contract, with the
exception of orders for motor vehicles. Any pricing submitted must include this charge amount per the most
current H-GAC schedule. For motor vehicle orders, the Processing Charge is paid by the CUSTOMER/END
USER. Contractor will need to refer to the solicitation for the Order Processing Charge.
ARTICLE 11: CHANGE OF STATUS
Contractor shall immediately notify H-GAC, in writing, of ANY change in ownership, control,
dealership/franchisee status, Motor Vehicle license status, or name. Contractor shall offer written guidance to
advise H-GAC if this Master Agreement shall be affected in any way by such change. H-GAC shall have the
right to determine whether or not such change is acceptable, and to determine what action shall be warranted, up
to and including cancellation of Master Agreement.
ARTICLE 12: REQUIREMENTS TO APPLICABLE PHYSICAL GOODS
In the case of physical goods (e.g. equipment, material, supplies, as opposed to services), all Products offered
must comply with any applicable provisions of the Texas Business and Commerce Code, Title 1, Chapter 2 and
with at least the following:
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a. Be new, unused, and not refurbished.
b. Not be a prototype as the general design, operation, and performance. This requirement is NOT meant to
preclude the Contractor from offering new models or configurations which incorporate improvements in
a current design or add functionality, but in which new model or configuration may be new to the
marketplace.
c. Include all accessories which may or may not be specifically mentioned in the Master Agreement, but
which are normally furnished or necessary to make the Product ready for its intended use upon delivery.
Such accessories shall be assembled, installed, and adjusted to allow continuous operation of Product at
time of delivery.
d. Have assemblies, sub-assemblies and component parts that are standard and interchangeable throughout
the entire quantity of a Product as may be purchased simultaneously by any END USER/CUSTOMER.
e. Be designed and constructed using current industry accepted engineering and safety practices, and
materials.
f. Be available for inspection at any time prior to or after procurement.
ARTICLE 13: TEXAS MOTOR VEHICLE BOARD LICENSING
All Contractors that deal in motor vehicles shall maintain current licenses that are required by the Texas Motor
Vehicle Commission Code. If at any time during this Master Agreement term, any required Contractor license is
denied, revoked, or not renewed, Contractor shall be in default of this Master Agreement, unless the Texas
Motor Vehicle Board issues a stay or waiver. Contractor shall promptly provide copies of all current applicable
Texas Motor Vehicle Board documentation to H-GAC upon request.
ARTICLE 14: INSPECTION/TESTING
All Products sold pursuant to this Master Agreement will be subject to inspection/testing by or at the direction
of H-GAC and/or the ordering CUSTOMER/END USER, either at the delivery destination or the place of
manufacture. In the event a Product fails to meet or exceed all requirements of this Master Agreement, and
unless otherwise agreed in advance, the cost of any inspection and/or testing, will be the responsibility of the
Contractor.
ARTICLE 15: ADDITIONAL REPORTING REQUIREMENTS
Contractor agrees to submit written quarterly reports to H-GAC detailing all transactions during the previous
three (3) month period. Reports must include, but are not limited, to the following information:
a. CUSTOMER/END USER Name
b. Product/Service purchased, including Product Code if applicable
c. Customer Purchase Order Number
d. Purchase Order Date
e. Product/Service dollar amount
f. HGACBuy Order Processing Charge amount
ARTICLE 16: BACKGROUND CHECKS
Cooperative customers may request background checks on any awarded contractor’s employees who will have
direct contact with students, or for any other reason they so choose, any may require contractor to pay the cost
of obtaining any background information requested by the CUSTOMER/END USER.
ARTICLE 17: PROHIBITION ON CONTRACTS WITH COMPANIES BOYCOTTING ISRAEL
CERTIFICATION
As required by Chapter 2271 of the Texas Local Government Code the Contractor must verify that it 1) does
not boycott Israel; and 2) will not boycott Israel during the term of the Contract. Pursuant to Section 2271.001,
Texas Government Code:
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1. “Boycott Israel” means refusing to deal with, terminating business activities with, or otherwise taking
any action that is intended to penalize, inflict economic harm on, or limit commercial relations specifically
with Israel, or with a person or entity doing business in Israel or in an Israeli-controlled territory, but does not
include an action made for ordinary business purposes; and
2. “Company” means a for-profit sole proprietorship, organization, association, corporation, partnership,
joint venture, limited partnership, limited liability partnership, or any limited liability company, including a
wholly owned subsidiary, majority-owned subsidiary, parent company or affiliate of those entities or business
associations that exist to make a profit.
ARTICLE 18: NO EXCLUDED NATION OR TERRORIST ORGANIZATION CERTIFICATION
As required by Chapter 2252 of the Texas Government Code the Contractor must certify that it is not a
company engaged in active business operations with Sudan, Iran, or a foreign terrorist organization –
specifically, any company identified on a list prepared and maintained by the Texas Comptroller under Texas
Government Code §§806.051, 807.051, or 2252.153. (A company that the U.S. Government affirmatively
declares to be excluded from its federal sanctions regime relating to Sudan, Iran, or any federal sanctions
regime relating to a foreign terrorist organization is not subject to the contract prohibition.)
ARTICLE 19: PROHIBITION ON CONTRACTING WITH ENTITIES USING CERTAIN
TELECOMMUNICATIONS AND VIDEO SURVEILLANCE EQUIPMENT (Effective Aug. 13, 2020
and as amended October 26, 2020)
Pursuant to 2 CFR 200.216, Contractor shall not offer equipment, services, or system that use covered
telecommunications equipment or services as a substantial or essential component of any system, or as critical
technology as part of any system. ‘‘Covered telecommunications equipment or services means 1)
telecommunications equipment produced by Huawei Technologies Company or ZTE Corporation (or any
subsidiary or affiliate of such entities); 2) for the purpose of public safety, security of government facilities,
physical security surveillance of critical infrastructure, and other national security purposes, video surveillance
and telecommunications equipment produced by Hytera Communications Corporation, Hangzhou Hikvision
Digital Technology Company, or Dahua Technology Company (or any subsidiary or affiliate of such entities);
3) telecommunications or video surveillance services provided by such entities or using such equipment; or 4)
telecommunications or video surveillance equipment or services produced or provided by an entity that the
Secretary of Defense, in consultation with the Director of National Intelligence or the Director of the Federal
Bureau of Investigation, reasonably believes to be an entity owned or controlled by, or otherwise connected to,
the government of a covered foreign country.
Contractor must comply with requirements for certifications. The provision at 48 C.F.R Section 52.204-26
requires that Contractors review SAM prior to completing their required representations. This rule applies to all
acquisitions, including acquisitions at or below the simplified acquisition threshold and to acquisitions of
commercial items, including commercially available off the-shelf items.
ARTICLE 20: BUY AMERICA ACT (National School Lunch Program and Breakfast Program)
With respect to products purchased by CUSTOMER/END USER for use in the National School Lunch Program
and/or National School Breakfast Program, Contractor shall comply with all federal procurement laws and
regulations with respect to such programs, including the Buy American provisions set forth in 7 C.F.R. Part
210.21(d), to the extent applicable. Contractor agrees to provide all certifications required by
CUSTOMER/END USER regarding such programs.
In the event Contractor or Contractor’s supplier(s) are unable or unwilling to certify compliance with the Buy
American Provision, or the applicability of an exception to the Buy American provision, H-GAC
CUSTOMER/END USER may decide not to purchase from Contractor. Additionally, H-GAC
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CUSTOMER/END USER may require country of origin on all products and invoices submitted for payment by
Contractor, and Contractor agrees to comply with any such requirement.
ARTICLE 21: BUY AMERICA REQUIREMENT (Applies only to Federally Funded Highway and Transit
Projects)
With respect to products purchased by CUSTOMER/END USER for use in federally funded highway projects,
Contractor shall comply with all federal procurement laws and regulations with respect to such projects,
including the Buy American provisions set forth in 23 U.S.C. Section 313, 23 C.F.R. Section 635.410, as
amended, and the Steel and Iron Preference provisions of Texas Transportation Code Section 223.045, to the
extent applicable. Contractor agrees to provide all certifications required by CUSTOMER/END USER
regarding such programs. With respect to products purchased by CUSTOMER/END USER for use in federally
funded transit projects, Contractor shall comply with all federal procurement laws and regulations with respect
to such projects, including the Buy American provisions set forth in 49 U.S.C. Section 5323(j)(1), 49 C.F.R.
Sections 661.6 or 661.12, to the extent applicable. Contractor agrees to provide all certifications required by
CUSTOMER/END USER regarding such programs.
ARTICLE 22: DOMESTIC PREFERENCE
In accordance with 2 CFR 200.322, as appropriate and to the extent consistent with law, a CUSTOMER/END
USER using federal grant award funds should, to the greatest extent practicable, provide a preference for the
purchase, acquisition, or use of goods, products, or materials produced in the United States (including but not
limited to iron, aluminum, steel, cement, and other manufactured products). The CUSTOMER/END USER
must include this requirement in all subawards including all contracts and purchase orders for work or products
under the federal grant award. If Contractor intends to qualify for Purchase Orders using federal grant money,
they shall work with the CUSTOMER/END USER to provide all required certifications and other
documentation needed to show compliance.
ARTICLE 23: TITLE VI REQUIREMENTS
H-GAC in accordance with the provisions of Title VI of the Civil Rights Act of 1964 (78 Stat. 252, 42 U.S.C.
§§ 2000d to 2000d-4) and the Regulations, hereby notifies all bidders that it will affirmatively ensure that any
disadvantaged business enterprises will be afforded full and fair opportunity to submit in response to this Master
Agreement and will not be discriminated against on the grounds of race, color, or national origin in
consideration for an award.
ARTICLE 24: EQUAL EMPLOYMENT OPPORTUNITY
Except as otherwise provided under 41 CFR Part 60, all Contracts and CUSTOMER/END USER Purchase
Orders that meet the definition of “federally assisted construction contract” in 41 CFR Part 60-1.3 shall be
deemed to include the equal opportunity clause provided under 41 CFR 60-1.4(b), in accordance with Executive
Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 CFR Part, 1964-1965 Comp., pg.339),
as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment
Opportunity,” and implementing regulations at 41CFR Part 60, “Office of Federal Contract Compliance
Programs, Equal Employment Opportunity, Department of Labor.”
The equal opportunity clause provided under 41 CFR 60-1.4(b) is hereby incorporated by reference. Contractor
agrees that such provision applies to any contract that meets the definition of “federally assisted construction
contract” in 41 CFR Part 60-1.3 and agrees that it will comply with such provision.
ARTICLE 25: CLEAN AIR AND WATER POLLUTION CONTROL ACT
CUSTOMER/END USER Purchase Orders using federal funds must contain a provision that requires the
Contractor to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean
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Air Act (42 U.S.C. 7401-7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251-
1387). Violations must be reported to the Federal awarding agency and the Regional Office of the
Environmental Protection Agency (EPA).
Pursuant to the Federal Rule above, Contractor certifies that it is in compliance with all applicable provisions of
the Clean Air Act (42 U.S.C. 7401-7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C.
1251-1387) and will remain in compliance during the term of the Contract.
ARTICLE 26: PREVAILING WAGE
Contractor and any potential subcontractors have a duty to and shall pay the prevailing wage rate under the
Davis-Bacon Act, 40 U.S.C. 276a – 276a-5, as amended, and the regulations adopted thereunder contained in 29
C.F.R. pt. 1 and 5.
ARTICLE 27: CONTRACT WORK HOURS AND SAFETY STANDARDS
As per the Contract Work Hours and Safety Standards Act (40 U.S.C. 3701-3708), where applicable, all
CUSTOMER/END USER Purchase Orders in excess of $100,000 that involve the employment of mechanics or
laborers must include a provision for compliance with 40 U.S.C. 3702 and 3704, as supplemented by
Department of Labor regulations (29 CFR Part 5). Under 40 U.S.C. 3702 of the Act, each contractor must be
required to compute the wages of every mechanic and laborer, on the basis of a standard work week of 40
hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a
rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the
work week. The requirements of 40 U.S.C. 3704 are applicable to construction work and provide that no laborer
or mechanic must be required to work in surroundings or under working conditions which are unsanitary,
hazardous, or dangerous. These requirements do not apply to the purchases of supplies or materials or articles
ordinarily available on the open market, or contracts for transportation or transmission of intelligence.
ARTICLE 28: PROFIT AS A SEPARATE ELEMENT OF PRICE
For purchases using federal funds more than the current Simplified Acquisition Threshold of $250,000, requires
negotiation of profit as a separate element of the price. See, 2 CFR 200.324(b). Contractor agrees to provide
information and negotiate regarding profit as a separate element of the price for the purchase. Contractor also
agrees that the total price, including profit, charged by Contractor will not exceed the awarded pricing,
including any applicable discount, under any awarded contract.
ARTICLE 29: BYRD ANTI-LOBBYING AMENDMENT
Byrd Anti-Lobbying Amendment (31U.S.C. 1352) – Contractors that apply or bid for an award exceeding
$100,000 must file the required anti-lobbying certification. Each tier must certify to the tier above that it will
not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting
to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or
an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other
award covered by 31 U.S.C. 1352. Each tier must also disclose any lobbying with non-Federal funds that takes
place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier, up to the
CUSTOMER/END USER. As applicable, Contractor agrees to file all certifications and disclosures required by,
and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 USC 1352). Contractor certifies that it is
currently in compliance with all applicable provisions of the Byrd Anti-Lobbying Amendment (31 U.S.C. 1352)
and will continue to be in compliance throughout the term of the Contract and further certifies that:
1. No Federal appropriated funds have been paid or will be paid by or on behalf of the Contractor, to any
person for influencing or attempting to influence an officer or employee of any agency, a Member of
Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection
326540
Page 8 of 8
with the awarding of a Federal contract, the making of a Federal Grant, the making of a Federal Loan, the
entering into a cooperative Master Agreement, and the extension, continuation, renewal, amendment, or
modification of a Federal contract, grant, loan, or cooperative Master Agreement.
2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for
influencing, or attempting to influence, an officer or employee of a Member of Congress in connection
with a Federal contract, grant, loan, or cooperative Master Agreement, Contractor shall complete and
submit Standard Form – LLL, “Disclosure Form to Report Lobbying”, in accordance with its
instructions.
3. Contractor shall require that the language of this certification be included in the award documents for all
subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and
cooperative Master Agreements) and that all subcontractors shall certify and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this transaction was
made or entered into. Submission of this certificate is a prerequisite for making or entering into this transaction
imposed by Section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be
subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
ARTICLE 30: COMPLIANCE WITH EPA REGULATIONS APPLICABLE TO GRANTS,
SUBGRANTS, COOPERATIVE MASTER AGREEMENTS, AND CONTRACTS
Contractor certifies compliance with all applicable standards, orders, regulations, and/or requirements issued
pursuant to the Clean Air Act of 1970, as amended (42 U.S.C. 1857(h)), Section 508 of the Clean Water Act, as
amended (13 U.S.C. 1368), Executive Order 117389 and Environmental Protection Agency Regulation, 40 CFR
Part 15.
ARTICLE 31: COMPLIANCE WITH ENERGY POLICY AND CONSERVATION ACT
Contractor certifies that Contractor will be in compliance with mandatory standards and policies relating to
energy efficiency which are contained in the state energy conservation plan issued in compliance with the
Energy Policy and Conservation Act (Pub. L. 94-163, 89 Stat. 871).
327541
Ambulances, EMS & Special Service Vehicles
Request For Proposal
HGACBuy/Cooperative Purchasing Program
Project ID: AM10-23
Release Date: Friday, June 9, 2023
Due Date: Thursday, August 10, 2023 12:00pm
Posted Friday, June 9, 2023 7:00am
Bid Unsealed Thursday, August 10, 2023 12:03pm
Pricing Unsealed Thursday, August 10, 2023 12:03pm
All dates & times in Central Time
3. Scope of Work / Specifications
This is an indefinite quantity/indefinite delivery offerings contract. The HGACBuy Customer is responsible
to ensure adequate competition is performed between the various contractors or contractors outside of
HGACBuy to determine price reasonableness that might be required per any funding agency. Customer will
need to ensure compliance with any funding agency requirements before proceeding with a purchase order
under this contract. Please consult legal counsel regarding questions concerning compliance as a
contractor under this solicitation.
3.1. Overview
H-GAC is soliciting responses for selecting qualified manufacturers, dealers, distributors, and service providers of
Ambulances, EMS and Other Specialty Vehicles and related services to make these types of products and services
available to Customers of the HGACBuy Cooperative Purchasing Program under blanket type contracts. Customers
(end users) may require selective acquisitions of equipment and/or services OR full turnkey projects necessitating
additional services, training, and maintenance agreements. H-GAC is seeking the broadest possible selection of
available ambulances, emergency medical response and specialty vehicles to best serve our customers by
providing the largest selection of products/services available to meet their needs. This solicitation may include a
request for a discount percent off price catalog, category, or manufacturer, or price list for supplies, materials, or not
to exceed hourly rates for installation or repair. Respondents are not required to provide offerings on all categories.
3.2. Categories
This Solicitation is divided into ten (10) separate but related product categories (A-J). When submitting a response,
Respondent may choose to submit a response to any of the categories or all of them. No additional weighted value
will be assigned to a response that addresses more than one or all categories listed. All equipment must be the
manufacturer’s new and current model and must be fully operational upon delivery to the Customer.
Alternative Fuel Vehicles: All responses that include electric, hybrid, or other alternative fuel vehicles must include
these vehicles in Category G. If that specific vehicle is also available with an internal combustion engine (ICE),
please list the ICE vehicle separately in the appropriate vehicle category. Category G will only include the alternative
fuel vehicles, regardless of vehicle function or type.
Product categories are as follows:
328542
1. Ambulance
Response listings/descriptions must be organized by major sub-categories, which include Manufacturer,
Type (I, II, or III), module configurations/dimensions, chassis (make and model), 2WD/4WD, and fuel type.
2. Light/Medium Duty EMS Rescue Vehicle
Response listings/descriptions must be organized by major sub-categories, which include manufacturer,
model, type/function, chassis (make and model), dimensions, 2WD/4WD, and fuel type.
3. Other Specialty Vehicle or Equipment
Category includes vehicles or trailers for command, communication, tactical response, or other related
emergency response functions. Response listings/descriptions must be organized by major sub-categories,
which shall include manufacturer, model, type/function, chassis (make and model), axle configuration,
dimensions, 2WD/4WD, and fuel type.
4. EMS Vehicle Conversions
Response listings/descriptions must be organized by major sub-categories, which include manufacturer,
model, type/function, chassis, 2WD/4WD, and fuel type.
5. Remount Services Only
Pricing for this service must include the cost of removing an existing body and reinstalling it on a different
chassis, only. This service would apply where the chassis was supplied by the end user.
Note: Remounting Services are to be performed by an authorized dealer/remounter. Any specific
certifications or warranties that may be requested by an end user regarding remounts is the end user’s
responsibility and will be negotiated between the end user and the supplier/contractor when services are
quoted.
6. Remount on Contractor Supplied Chassis
Pricing for these items must include the cost of the chassis plus the removal and reinstallation of the body.
7. Electric/Alternative Fuel Ambulance/EMS/Rescue Vehicles
Response listings must be organized by manufacturer, model, vehicle type/function, and primary
fuel/propulsion type.
8. Ambulance/EMS/Rescue Vehicle Service/Maintenance Plans
Response listings must include specific details about which fees are included in costs, including current
labor rates, and fee structures.
9. Ambulance/EMS/Rescue Vehicle Parts and Supplies
Response listing must include percentage discount.
10. Ambulance/EMS/Rescue Vehicle Options
Response listing must include percentage discount.
329543
3.3. General Requirements
All products priced and sold pursuant to this Solicitation must, as applicable:
1. Meet all applicable requirements of federal, state and local laws and regulations.
2. Be manufacturer's normal offering with all standard features and functions and performance levels.
3. Be ready for turn-key operation upon delivery.
4. Respondent must include specifications, brochures, warranty information, and any other relevant product
information with solicitation Response.
Note: “Unpriced/unpublished” options cannot be quoted on the Base Pricing List and may not be sold through this
contract.
3.4. Additional Requirements
Licenses
1. Contractor must have and maintain the appropriate license(s) as required by the State of Texas,
Department of Transportation, Division of Motor Vehicles, Motor Vehicle Commission Code [latest edition],
or any other local, state and federal licenses required and which are applicable to the respondent’s
operations.
2. The prescribed licenses must include the manufacturer/respondent, and any and all dealers and their
representatives as may be required by the Motor Vehicle Division. Contractor must ensure all emergency
and specialty vehicles sold are in accordance with the laws of the state where the sale and acquisition are
made.
3. Contractor must maintain all licensing required by the State of Texas as applicable to their business
operations during the entire contract term. If during the contract period such licensing lapses, Contractor will
be in default and become subject to contract termination unless issued a stay or waiver.
Manuals
1. Contractor must supply at the time of delivery, at least two (2) sets of complete operations and service
documentation covering the completed emergency vehicles as delivered and accepted (as per latest edition
of KKK-A-1822F).
2. Respondent must supply the following information with their response: Technical Specifications, Product
Brochures, Tear Sheets, Cut Sheets, Strippers, etc. which clearly show all the standard features and
capabilities of each listing being bid.
330544
Warranty
Contractors must comply with the minimum warranty and maintenance requirements described below for any
products or services provided under this Solicitation.
1. Contractor must furnish with response, and for all equipment sold through this H-GAC contract, the
manufacturer's general warranty, which must be honored by all the manufacturer's authorized service
locations.
2. All service/maintenance plan listings must clearly indicate the cost structure for such plans, clearly indicating
which costs and fees are included (such as: hourly labor rates, shop fees, supply fees, environmental fees).
3. The Contractor will handle all warranty claims and all work must be completed within ten (10) calendar days
after receipt of equipment/vehicle by the Contractor without cost to H-GAC or the Customer. Delayed
warranties must be available for all vehicles and equipment. Warranty start date will be effective the date
that the completed unit is placed into service by the Customer. The Contractor must furnish a delayed
warranty card/document for each unit delivered and/or advise the Customer of the procedures to be followed
for obtaining the delayed start of warranty coverage. Requests for delayed warranties will not exceed six
months after delivery.
4. Any and all documents necessary to effect manufacturer’s warranty must be properly applied for and
submitted by the Contractor. The Contractor will provide to H-GAC and the Customer a manufacturer’s
warranty which will be honored by any of the manufacturer’s authorized dealers and a complete copy must
be provided at the time of delivery. When additional warranties are available as standard, they must be
included as a part of the response for the benefit of H-GAC and Customer.
5. The patient compartment, all modifications to the OEM chassis by Contractor on the accepted unit,
equipment and parts will be guaranteed for a minimum period of one (1) year against defects in design,
materials, and workmanship. The warranty period will begin upon final acceptance of the equipment. This
warranty will cover parts and labor expenses.
6. On Type I & III emergency medical service MODULE the warranty period will be fifteen (15) years.
7. This warranty will be upgraded to its original status each time the module is remounted by Contractor, or a
Contractor authorized remount facility, not to exceed five (5) years above the original warranty.
8. In the event any component part of equipment or materials furnished under these specifications, or its
subsequent contract(s), becomes defective by reason of material or workmanship during said period, and
the end user agency immediately notifies Contractor of such defect, Contractor will, at no expense to the
End User agency or H-GAC, repair or replace equipment or component with new equipment or component.
9. Warranty of all system equipment is the sole responsibility of the Contractor under contract, but may be
performed by their certified, designated agent.
331545
3.5. Vehicle Requirements
All equipment and vehicles must be new and be the manufacturer’s latest and current model. Each vehicle must be
fully assembled, adjusted, serviced and ready for immediate and continuous operation upon delivery. If the
equipment or vehicle does not meet the specification requirements upon delivery, Contractor will be responsible for
correcting all deficiencies and making any corrections or adjustments needed to attain specification requirements.
All equipment and vehicles must conform to applicable local, state, federal requirements and must comply to all
applicable industry standards (examples: National Fire Protection Association (NFPA), Commission on Accreditation
of Ambulance Services (CAAS), Federal Specification for the Star-of-Life Ambulance (KKK-A-1822F), Occupational
Safety and Health Administration (OSHA)).
3.6. Service / Maintenance Plans and Parts
All service/maintenance plan listings must clearly indicate the cost structure for such plans, clearly indicating which
costs and fees are included (ex: hourly labor rates, shop fees, supply fees, environmental fees).
3.7. Labor Hours Definitions
If the awarded contract contains hours for labor related services, the following definitions will apply:
1. “Business Day” Monday through Friday
2. “Business Hours” Standard Business Hours 8 a.m. to 5 p.m.
3. “Regular Time” Work that occurs during standard business hours
4. “Emergency Time” Work that occurs outside standard business hours
3.8. Administrative Fee
For each purchase order processed under an awarded contract, H-GAC will directly invoice the contractor an
administrative fee (Order Processing Charge) applicable to the sale of all equipment and services submitted in
contractor’s response. It is the contractor’s responsibility to remit the administrative fee within thirty (30) days of
processing any customer’s purchase order, even if an invoice is not received from H -GAC. Contractor agrees that
H-GAC will have the right, with reasonable notice, to inspect its records pertaining to purchase orders processed
and the accuracy of the fees payable to H-GAC. For this solicitation the administrative fee is as follows:
Administrative Fee (per Purchase Order)
Category A – Ambulance: $1,000 per purchase order
Category B – Light/Medium Rescue Vehicle: $1,000 per purchase order
Category C – Specialty Vehicle/Equipment:
332546
Light Rescue/Special Service $1,000 per purchase order
Heavy Rescue/Special Service $2,000 per purchase order
All Trailers 2% per purchase order
Category D – EMS Vehicle Conversions: $1,000 per purchase order
Category E – Remount Services Only: $600 per purchase order
Category F – Remount on Contractor Supplied Chassis: $600 per purchase order
Category G –Electric/Alternative Fuel Vehicles Determined by category of vehicle
Category H –Service/Maintenance Plans: 2% per purchase order
Category I - Ambulance/Vehicle Parts and Supplies 2% per purchase order
Category J - Ambulance/EMS/Rescue Vehicle Options No separate fee - part of vehicle
3.9. Final Contract Deliverables
Contractor agrees to submit written quarterly reports to H-GAC detailing all transactions during the previous three
(3) month period. Reports must include, but are not limited, to the following information:
x Customer Name and address
x HGACBuy confirmation number
x Product/Service purchased, including Product Code, if applicable
x Customer Purchase Order Number
x Purchase Order Date
x Product/Service dollar amount
x HGACBuy Order Processing Charge amount
Reports must be provided to H-GAC in Excel or other acceptable electronic format by the 30th day of the month
following the quarter being reported. If Contractor defaults in providing Products or Services reporting as required by
the contract, recourse may be exercised through cancellation of the contract and other legal remedies as
appropriate.
333547
Attachment A
Braun Northwest, Inc.
Ambulances, EMS & Special Service Vehicles
Contract No.: AM10-23
Manufacturer Product Item Description Offered List
Price
HGACBuy
Discount
Category A - Ambulance
Braun
Northwest, Inc.AM23CA01 North Star - Type 1 - Ford F-350 4x4 - Diesel Engine - 147"L x 94"W x 72" HR 212,653.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA02 North Star - Type 1 - Ford F-350 4x4 - Diesel Engine - 155"L x 94"W x 72" HR 237,613.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA03 North Star - Type 1 - Ram 3500 4x4 - Diesel Engine - 147"L x 94"W x 72" HR 221,543.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA04 North Star - Type 1 - GMC K3500 4x4 - Diesel Engine - 147"L x 94"W x 72" HR 211,873.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA05 North Star - Type 1 - Chevrolet 4500 4x4 - Diesel Engine - 167"L x 94"W x 72" HR 239,292.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA06 North Star - Type 1 - Ford F-450 4x4 - Diesel Engine - 147"L x 94"W x 72" HR 231,346.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA07 North Star - Type 1 - Ford F-450 4x4 - Diesel Engine - 167"L x 94"W x 72" HR 235,296.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA08 North Star - Type 1 - Ram 4500 4x4 - Diesel Engine - 167"L x 94"W x 72" HR 244,557.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA09 North Star - Type 1 - Medium Duty - Ford F-650 4x2 - Diesel Engine - 167''L x 96''W x 72''
HR 266,552.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA10 North Star - Type 1 - Medium Duty - International - Diesel Engine - 167"L x 96''W x 72'' HR 269,771.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA11 North Star - Type 1 - Medium Duty - Freightliner - Diesel Engine - 167"L x 96''W x 72'' HR 275,270.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA12 North Star - Type 2 - MB Sprinter Van 156,817.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA13 North Star - Type 2 - Promaster Van 159,701.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA14 North Star - Type 2 - Ford Transit AWD Gas 164,638.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA15 North Star - Type 3 - Ford E-350 - Gas Engine - 147"L x 94"W x 72" HR 192,750.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA16 North Star - Type 3 - GMC G3500 - Gas Engine - 147"L x 94"W x 72" HR 199,296.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA17 North Star - Type 3 - Ford E-450 - Gas Engine - 167"L x 94"W x 72" HR 199,690.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CA18 North Star - Type 3 - GMC 4500 - Gas Engine - 167"L x 94"W x 72" HR 204,991.00$ -$ 1,500.00
Category B - Light/Medium EMS Rescue Vehicle
Braun
Northwest, Inc.AM23CB01 North Star - Fire Rescue - Ford F-550 4x4 Crew Cab - Diesel Engine - 116"L x 94"W 199,255.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB02 North Star - Fire Rescue - Ford F-550 4x4 Regular Cab - Diesel Engine - 116"L x 94"W 191,824.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB03 North Star - Fire Rescue - Ram 5500 4x4 Crew Cab - Diesel Engine - 116"L x 94"W 207,228.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB04 North Star - Fire Rescue - Ram 5500 4x4 Regular Cab - Diesel Engine - 116"L x 94"W 199,338.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB05 North Star - Fire Rescue - Ford F-550 4x4 Crew Cab - Diesel Engine - 147"L x 94"W 200,248.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB06 North Star - Fire Rescue - Ford F-550 4x4 Regular Cab - Diesel Engine - 147"L x 94"W 193,322.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB07 North Star - Fire Rescue - Ram 5500 4x4 Crew Cab - Diesel Engine - 147"L x 94"W 208,726.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB08 North Star - Fire Rescue - Ram 5500 4x4 Regular Cab - Diesel Engine - 147"L x 94"W 200,836.00$ -$ 1,500.00
1
334548
Braun
Northwest, Inc.AM23CB09 North Star - Fire Rescue - Ford F-550 4x4 Regular Cab - Diesel Engine - 167"L x 94"W 198,322.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB10 North Star - Fire Rescue - Ram 5500 4x4 Regular Cab - Diesel Engine - 167"L x 94"W 205,836.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB11 North Star - Fire Rescue - Ford F-550 4x4 Regular Cab - Diesel Engine - 192"L x 94"W 220,140.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CB12 North Star - Fire Rescue - Ram 5500 4x4 Regular Cab - Diesel Engine - 192"L x 94"W 226,270.00$ -$ 1,500.00
Category C - Other Specialty Vehicle or Equipment
Braun
Northwest, Inc.AM23CC01 North Star - Prisoner Transport - Ford E-350 - Gas Engine - 138"L x 94"W x 57.875''HR 140,354.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC02 North Star - Prisoner Transport - Ford F-350 4x4 - Diesel Engine - 143"L x 94"W x
57.75"HR 155,542.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC03 North Star - Prisoner Transport - Ford F-450 4x2 Regular Cab - Diesel Engine - 191"L x
94"W x 72.875"HR 196,087.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC04 North Star - Prisoner Transport - Ford F-550 4x2 - Regular Cab - Diesel Engine - 197''L x
94''W x 73'' HR 213,909.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC05 North Star - Prisoner Transport - Freightliner M2 4x2 - Regular Cab - Diesel Engine - 197''L
x 94'' W x 73''HR 245,915.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC06 North Star - Prisoner Transport - Ford F-650 4x2 - Super Cab - Diesel Engine - 197''L x 94''
W x 73''HR 246,335.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC07 North Star - Prisoner Transport - Ram 4500 4x2 - Regular Cab - Gas Engine - 197"L x 94"W
x 72 "HR 217,020.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC08 North Star - EOD Command - Ford F-550 4x4 - Regular Cab - Diesel Engine - 191''L x 94''
W x 80'' HR 274,359.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC09 North Star - EOD Command - International MV607 4x2 - Crew Cab - Diesel Engine - 222''L
x 100''W x 84''HR 364,112.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC10 North Star - SWAT Command - Ford F-550 4x4 - Regular Cab - Diesel Engine - 192''L x 94''
W x 78'' HR 234,524.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC11 North Star - Hazardous Materials Command - Ford F-550 4x4 - Regular Cab - Diesel Engine -
189''L x 96'' W x 72'' HR 273,464.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC12 North Star - Crime Scene Command - Ford F-350 4x4 - Diesel Engine - 147''L x 94''W x
72''HR 228,796.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC13 North Star - Mobile Command - Ford F-650 4x2 - Diesel Engine - 196''L x 94''W x 76''HR 290,290.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC14 North Star - Wildland Crew Body - 198''L x 98''W x 78'' HR 215,849.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC15 North Star - Command Van - Transit AWD - Gas 152,873.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CC16 North Star - Prisoner Transport - Freightliner M2 106 Plus 4x2 - Diesel Engine - 351"L x
102"W x 117" HR 494,629.00$ -$ 1,500.00
Category E - Remount Services Only
Braun
Northwest, Inc.AM23CE01 North Star - Remount of Northstar Module 56,159.00$ -$ 1,500.00
Category F - Remount on Contractor Supplied Chassis
Braun
Northwest, Inc.AM23CE02 North Star - Remount of Northstar Module - Ford F-350 4x4 - Regular Cab - Diesel Engine 129,926.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE03 North Star - Remount of Northstar Module - Ford F-450 4x4 - Regular Cab - Diesel Engine 138,950.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE04 North Star - Remount of Northstar Module - Ford E-350 4x2 - Regular Cab - Gas Engine 102,267.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE05 North Star - Remount of Northstar Module - Ford E-450 4x2 - Regular Cab - Gas Engine 104,412.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE06 North Star - Remount of Northstar Module - GMC G3500 4x2 - Regular Cab - Gas Engine 93,569.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE07 North Star - Remount of Northstar Module - GMC G4500 4x2 - Regular Cab - Gas Engine 94,973.00$ -$ 1,500.00
2
335549
Braun
Northwest, Inc.AM23CE08 North Star - Remount of Northstar Module - Chevrolet 4500 4x4 - Regular Cab - Diesel
Engine 139,889.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE09 North Star - Remount of Northstar Module - Ram 3500 4x4 - Regular Cab - Diesel Engine 131,139.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE10 North Star - Remount of Northstar Module - Ram 4500 4x4 - Regular Cab - Diesel Engine 150,204.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE11 North Star - Remount of Northstar Module - International MV607 4x2 - Regular Cab - Diesel
Engine 175,328.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE12 North Star - Remount of Northstar Module - Freightliner M2 4x2 - Regular Cab - Diesel
Engine 168,352.00$ -$ 1,500.00
Braun
Northwest, Inc.AM23CE13 North Star - Remount of Northstar Module - Ford F-650 4x2 - Regular Cab - Diesel Engine 168,509.00$ -$ 1,500.00
3
336550
Certificate Of Completion
Envelope Id: E4D77477E07A45AEA42F916BF5C46EDC Status: Completed
Subject: Cooperative Agreement - Contract - Braun Northwest, Inc. - Public Services - ID: 11091
Source Envelope:
Document Pages: 30 Signatures: 2 Envelope Originator:
Certificate Pages: 2 Initials: 0 Houston-Galveston Area Council
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-06:00) Central Time (US & Canada)
3555 Timmons Lane, Suite 120
Houston, TX 77027
contracts@h-gac.com
IP Address: 12.11.127.21
Record Tracking
Status: Original
10/16/2023 8:15:13 AM
Holder: Houston-Galveston Area Council
contracts@h-gac.com
Location: DocuSign
Signer Events Signature Timestamp
Tami McCallum
tamimccallum@braunnw.com
VP of Sales
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 50.206.254.2
Sent: 10/16/2023 8:16:26 AM
Viewed: 10/16/2023 9:46:52 AM
Signed: 10/16/2023 10:16:43 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Charles Wemple
charles.wemple@h-gac.com
Executive Director
Houston-Galveston Area Council
Security Level: Email, Account Authentication
(None)
Signature Adoption: Uploaded Signature Image
Using IP Address: 174.203.73.140
Signed using mobile
Sent: 10/16/2023 10:16:45 AM
Viewed: 10/23/2023 8:54:35 AM
Signed: 10/23/2023 8:54:45 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 10/16/2023 8:16:26 AM
Certified Delivered Security Checked 10/23/2023 8:54:35 AM
Signing Complete Security Checked 10/23/2023 8:54:45 AM
337551
Envelope Summary Events Status Timestamps
Completed Security Checked 10/23/2023 8:54:45 AM
Payment Events Status Timestamps
338552
ID Start time Name / Nombre
Would you like to
speak during Public
Comment on a matter
NOT on the agenda?
Desea hablar de un
tema que no esta en la
agenda de el concilio?
If you would like to speak on an agenda item(s),
Enter the Agenda Item Number(s) below.
If adding more than one item, please add a comma
between each number.
Por favor ingrese el número de artíc...
1 10/23/24 16:02:09 Hermes monzon No Item 7 Linden Park update
2 10/23/24 18:12:51 Michael Harris Yes / Si No
3 10/23/24 18:13:22 Edith Arias Yes / Si No
4 10/23/24 18:14:31 Tom Carney Yes / Si 6 and 7
5 10/23/24 18:16:26 Denni Harp Yes / Si No
6 10/23/24 18:17:12 Cory David Yes / Si Na
7 10/23/24 18:17:38 Cynthia Marcopulos Yes / Si Na
8 10/23/24 18:26:08 Mary Prem Yes / Si Public comment
9 10/23/24 18:26:46 Cesar Dominguez Yes / Si Public comment
10 10/23/24 18:27:18 Larry Sussman No 12, 12a
11 10/23/24 18:28:25 Sky Zhang Na
12 10/23/24 18:29:53 Dolores piper Yes / Si Na
13 10/23/24 18:54:00 Paula Maruri Yes / Si Christmas celebration
14 10/23/24 18:55:45 Anna Kramer No Item 7
15 10/23/24 19:20:42 Tom Carney No Item 15 real property’s
16 10/23/24 21:31:40 Denni Harp No 8
17 10/23/24 21:38:44 Denni Harp No 9
18 10/23/24 0:00:00 Vivian Ramos Yes / Si 8
19 10/23/24 0:00:00 Fionnola Villamejor Yes / Si 7