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San Mateo County Transportation Authority/City of South San Francisco
Ferry Project Preliminary Engineering
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FUNDING AGREEMENT
SAN MATEO COUNTY TRANSPORTATION AUTHORITY MEASURE A FUNDS
(FERRY PROGRAM CATEGORY)
CITY OF SOUTH SAN FRANCISCO FERRY PROJECT
This Funding Agreement (Agreement) is made as of __________________ (Execution Date) by
and between the San Mateo County Transportation Authority (TA) and the City of South San
Francisco (Sponsor), together referred to herein as the “Parties.”
RECITALS
WHEREAS, on June 7, 1988, the voters of San Mateo County approved a ballot measure to
allow the collection and distribution by the TA of a half-cent transactions and use tax in San
Mateo County for 20 years with the tax revenues to be used for highway and transit
improvements pursuant to the Transportation Expenditure Plan presented to the voters (Original
Measure A); and
WHEREAS, on November 2, 2004, the voters of San Mateo County approved the continuation
of the collection and distribution by the TA of the Measure A half-cent transaction and use tax
for an additional 25 years to implement the 2004 Transportation Expenditure Plan, beginning
January 1, 2009 (New Measure A); and
WHEREAS, the 2004 Transportation Expenditure Plan includes a 2 percent funding share to
provide financial assistance as local match funds for cost-effective ferry service to South San
Francisco and Redwood City; and
WHEREAS, the City of South San Francisco and the City of Redwood City have approved a
50/50 funding share split, equivalent to $15 million (2004 dollars) in Measure A funds to each
city over the 25-year life of New Measure A; and
WHEREAS, on May 11, 2020, the Sponsor requested that the TA provide $350,000 of Measure
A funds to supplement $350,000 in matching funds, to complete a financial Feasibility Study and
Preliminary Engineering for a second public ferry terminal in the City of South San Francisco to
support public water taxi ferry service (Project); and
WHEREAS, the Project meets the intent of the 2004 Transportation Expenditure Plan and the
TA’s 2020-2024 Strategic Plan; and
WHEREAS, on July 9, 2020, the TA’s Board of Directors programmed and allocated up to
$350,000 in Measure A Ferry Program Category funds (Measure A Funds) to complete the
Feasibility Study and Preliminary Engineering (Scope of Work) for the Project through
Resolution 2020-15; and
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WHEREAS, the resulting Funding Agreement executed by the Parties, dated May 3, 2021,
provided that the Scope of Work be completed no later than May 3, 2023, and expired on
November 3, 2023; and
WHEREAS, on July 22, 2024, the Sponsor requested additional time to complete environmental
clearance and regulatory permitting work for the Project, informed the TA that the Sponsor was
able to utilize other funding sources to cover the Feasibility Study, and requested that the
Measure A funds be solely used on Preliminary Engineering for the Project; and
WHEREAS, the TA and Sponsor desire to enter into this Agreement to re-establish the process,
terms and conditions governing the allocation and expenditure of Measure A Funds on the
Project.
Now, therefore, the Parties agree as follows:
SECTION 1: Scope of Work Oversight and Reporting
1.1 Sponsor Oversight; Work Plan. Sponsor is responsible for the completion of the
Scope of Work as described in Exhibit A, "Scope of Work Information," which is
attached to this Agreement and incorporated herein by this reference. Sponsor assumes
responsibility for procuring and administering any professional service and/or other
contracts entered into in connection with the Scope of Work. Sponsor will oversee
completion of the Scope of Work. Sponsor may appoint a designee or engage
contractor(s) to perform work necessary for Scope of Work completion, but Sponsor
remains responsible to the TA for the completion of the Scope of Work.
1.2 Required Approvals. Prior to commencement of the Scope of Work, Sponsor or its
designee (e.g., a consultant) will obtain all applicable local, state and federal approvals
and permits for the Scope of Work. In addition, Sponsor must comply with all applicable
federal, state and local laws and regulations applicable to the Project.
1.3 Contract Award and Change Orders. Sponsor must comply with state and local
agency requirements for the award of any contract(s) for the performance of the Scope of
Work and any change orders. As the Scope of Work proceeds, Sponsor must advise the
TA of any contracts awarded and change orders as part of the regular progress reporting
requirements (Sections 1.4 and 1.5). Notice of any contracts and change orders provided
to the TA will not constitute approval by the TA of the contracts and change orders nor
obligate the TA to provide funds in excess of its maximum contribution stated in Section
2.1 of this Agreement.
1.4 Progress Reports. Sponsor will prepare and submit to the TA quarterly progress
reports during the entire term of the Scope of Work and covering all Scope of Work
activities for work completed during the previous quarter using the template in Exhibit B.
The reports must describe:
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a) The current status of, and any changes in, scope, schedule, budget, and funding
plans of the Scope of Work and the Project;
b) Any risk factors;
c) The work performed during the previous quarter and projected for the next
quarter;
d) Scope of Work Costs (as defined in Section 2.1, below) projected to be expended
during the next quarter; and
e) Any other information requested by the TA.
1.5 Final Report. Within ninety (90) days of Sponsor’s final acceptance of the Scope of
Work and all incidental work, Sponsor must prepare and submit to the TA a final report
detailing the following and all other relevant information:
a) A description of the Project, including a statement detailing the overall progress
and success of the Scope of Work and the Project, a compilation of any data
collected during the active phase(s) of the Project, and changes/additions to the
scope of the Project;
b) Total costs for the Scope of Work, including an accounting of all Measure A
Funds expended in connection with the Scope of Work, and reflecting any
unexpended Measure A Funds;
c) An explanation and the status of any outstanding obligations or potential
obligations related to the Scope of Work;
d) A discussion of any pertinent issues or problems that arose during the
implementation of the Scope of Work;
e) Any copies of press articles, press releases, newsletter articles and any other
publicity materials regarding the Project;
f) Written confirmation that no further reimbursements associated with the Scope of
Work are anticipated and that all draw-down requests have been made; and
g) Photographs for all construction projects that satisfactorily demonstrate: 1) site
conditions before the project was implemented; 2) work in progress; and 3)
completed improvements.
1.6 Access to Records and Record Retention. At all reasonable times, Sponsor will
permit the TA access to all reports, designs, drawings, plans, specifications, schedules
and other materials prepared, or in the process of being prepared, for the Scope of Work
by Sponsor or any contractor or consultant of Sponsor. Sponsor will also make available
to the TA upon request any professional service agreements, change orders and any other
agreements that are related to the Scope of Work. Sponsor will provide copies of any
documents described in this Section to the TA upon request. Sponsor will retain all
records pertaining to the Scope of Work for at least three years after completion of the
Project.
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1.7 Audits.
a) The TA, or its authorized agents, may, at any reasonable time during business
hours, conduct an audit of Sponsor’s performance under this Agreement. Sponsor
will permit the TA, or its authorized agents, to examine, inspect, make excerpts
from, transcribe or photocopy books, documents, papers and other records of
Sponsor which the TA reasonably determines to be relevant to this Agreement.
b) Sponsor will transmit to the TA the Independent Auditor’s Report prepared for
Sponsor’s Comprehensive Annual Financial Report within thirty (30) days of
receipt by Sponsor and highlight the section that pertains to the Measure A
funding.
SECTION 2: Funding and Payment
2.1 Funding Commitment. The total cost for the performance of the Scope of Work is
$700,000 (Scope of Work Costs). The TA will provide up to $350,000 of Measure A
Funds, and the Sponsor will provide $350,000 in local matching funds for the
performance of the Scope of Work. In no event will the TA pay out more than its 50%
pro-rata share of the Scope of Work Costs.
2.2 Use of Funds. Any unused Measure A Funds allocated hereunder but not required to
complete the Scope of Work will revert to the Measure A Ferry Program for the TA to
reallocate to any eligible project through its usual funding allocation and programming
activities.
2.3 Reimbursement Basis. Sponsor may seek reimbursement for Scope of Work Costs.
Scope of Work Costs must be incurred and paid by Sponsor prior to requesting
reimbursement from the TA. Sufficient documentation must accompany all requests for
reimbursement, including the submittal of all due quarterly progress reports.
2.4 Accounting and Request for Reimbursement Procedures. Sponsor, in coordination
with and to the satisfaction of the TA, will establish procedures for Scope of Work
accounting and requests for reimbursement. These procedures will reflect the
accumulation of the TA’s share of costs for all work within the Scope of Work. Sponsor
will detail the TA’s share of Scope of Work costs for all work funded under this
Agreement with each Reimbursement Claim Form, which is attached to this Agreement
as Exhibit C and incorporated herein. Sponsor will maintain all necessary books and
records in accordance with generally accepted accounting principles.
2.5 Invoices; Payments.
a) Sponsor must prepare and submit billing statements consistent with the
Reimbursement Claim Form with all required supporting documentation.
Supporting documentation may include, but is not limited to, copies of vendor
invoices, timesheets, backup documentation, checks, and payment advice, and
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must include an accounting of the TA’s share of costs for the Scope of Work as
contemplated by this Agreement.
b) Sponsor must detail the tasks performed, associated costs, and the share of Scope
of Work Costs to be borne by the TA with each reimbursement request.
c) The TA will endeavor to disburse reimbursements for approved Scope of Work
Costs within thirty (30) days after the TA's approval of each claim, subject to the
limits on the TA's maximum contribution as established in Section 2.1. The TA's
obligation to reimburse Scope of Work Costs to Sponsor as provided in this
section is conditioned upon the TA’s prompt receipt of quarterly progress reports
from Sponsor pursuant to Section 1.4 above.
d) The TA will reimburse Sponsor directly for its invoiced eligible costs incurred for
performance of the Scope of Work.
e) Invoices may be submitted, no more frequently than once a quarter, by mail to:
Accounts Payable
San Mateo County Transportation Authority
1250 San Carlos Avenue
San Carlos, CA 94070
Or by e-mail to both: [email protected] and [email protected]
SECTION 3: Term
3.1 Term. The term of this Agreement will commence upon the Execution Date and
conclude upon the earliest of: (a) the TA’s final reimbursement to Sponsor for work
performed hereunder, (b) termination by Sponsor or the TA pursuant to this Section 3, or
June 30, 2026.
3.2 Sponsor's Right to Terminate; Repayment upon Termination. Sponsor may at any
time terminate the Scope of Work by giving ten (10) days’ written notice to the TA of its
election to do so. Upon such termination, Sponsor will not be reimbursed for any further
Scope of Work Costs and will reimburse the TA for all monies paid by the TA and costs
incurred by the TA in connection with the Scope of Work, as well as all reasonable costs
and expenses to effect such termination, within ninety (90) days of the TA’s submission
to Sponsor of a detailed statement of such payments and costs.
3.3 Termination by the TA. The TA may terminate this Agreement, with or without
cause, by giving ten (10) days’ written notice of such termination. If the TA terminates
the Agreement for Sponsor’s default, Sponsor will reimburse the TA for all funds paid to
Sponsor in connection with the Scope of Work, and for all costs incurred by the TA in
connection with the Scope of Work, as well as all reasonable costs and expenses to effect
such termination, within ninety (90) days of the TA’s submission to Sponsor of a detailed
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statement of such payments and costs. If the TA terminates the Agreement for
convenience, the TA is obligated to pay to Sponsor all costs and expenses incurred by
Sponsor up to the date of notice of termination, as well as all reasonable costs and
expenses incurred to effect such termination.
3.4 Expiration/Suspension of TA's Financial Obligations. Any and all financial
obligations of the TA pursuant to this Agreement expire upon the expenditure of the TA’s
maximum contribution to the Scope of Work as established in Section 2.1 above or the
conclusion of the Term as defined in Section 3.1, whichever occurs first. The TA reserves
the right to suspend its financial obligation, with ten (10) days’ advance notice, if
Sponsor identifies a risk of not being able to complete the Scope of Work within budget.
If Sponsor cannot provide a credible funding plan acceptable to the TA to fund and
complete Scope of Work, the Sponsor will be in default and the TA may terminate this
Agreement. If Sponsor identifies a risk of not being able to complete the Scope of Work
within budget, failure to report such risk to the TA constitutes default and is cause for
termination under Section 3.3.
3.5 Time of Performance. The Scope of Work must be completed no later than
December 31, 2025.
3.6 Time Extension. If the Scope of Work cannot be completed within the Time of
Performance as defined in Section 3.5, Sponsor must submit a request in writing to the
TA no later than six (6) months before the Time of Performance for an extension of the
Time of Performance. The TA will review the request and grant the extension if it is
justified in TA’s sole and complete discretion. Costs incurred for the Scope of Work
after the Time of Performance are at risk of denial for reimbursement by the TA. The
unreimbursed portion of the Measure A allocation will be retained by the TA for the
Measure A Ferry Program.
SECTION 4: Indemnification and Insurance
4.1 Indemnity by Sponsor. Sponsor shall indemnify, keep and save harmless the TA and
its directors, officers, agents and employees against any and all suits, claims or actions
related to the performance of this Agreement including, but not limited to, those arising
out of any of the following:
a) Any injury to persons or property that may occur, or that may be alleged to have
occurred, arising from the performance of the Project or implementation of this
Agreement; or
b) Any allegation that materials or services developed, provided or used for the Project
infringe or violate any copyright, trademark, patent, trade secret, or any other
intellectual-property or proprietary right of any third party.
Sponsor further agrees to defend any and all such actions, suits or claims and pay all
charges of attorneys and all other costs and expenses of defenses as they are incurred. If
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any judgment is rendered, or settlement reached, against the TA or any of the other
agencies or individuals enumerated above in any such action, Sponsor shall, at its
expense, satisfy and discharge the same.
This indemnification shall survive termination or expiration of the Agreement.
4.2 Insurance. For the purposes of this Insurance section, "Entity" is defined as any
entity designing, approving designs and/or performing the Scope of Work funded by this
Agreement. Entities may include Sponsor, a contractor of Sponsor, another body on
behalf of which Sponsor submitted its funding application, and/or a contractor of such
other body.
All Entities will provide the appropriate insurance covering the work being performed.
The insurance requirements specified in this section will cover each Entity’s own liability
and any liability arising out of work or services of Entity subcontractors, subconsultants,
suppliers, temporary workers, independent contractors, leased employees, or any other
persons, firms or corporations (hereinafter collectively referred to as Agents) working on
the Project. If Sponsor itself is an Entity, Sponsor must also provide its own insurance
meeting the requirements of this Section.
a) Minimum Types and Scope of Insurance. Each Entity is required to procure and
maintain at its sole cost and expense insurance subject to the requirements set
forth below. Such insurance will remain in full force and effect throughout
performance of the Scope of Work. All policies will be issued by insurers
acceptable to the TA (generally with a Best’s Rating of A-10 or better). Each
Entity is also required to assess the risks associated with work to be performed by
Agents and to require that Agents maintain adequate insurance coverages with
appropriate limits and endorsements to cover such risks. To the extent that its
Agent does not procure and maintain such insurance coverage, an Entity is
responsible for and assumes any and all costs and expenses that may be incurred
in securing said coverage or in fulfilling Entity’s indemnity obligations as to itself
or any of its Agents in the absence of coverage. Entities may self-insure against
the risks associated with the Scope of Work, but in such case, waive subrogation
in favor of the TA respecting any and all claims that may arise.
i. Workers’ Compensation and Employer’s Liability Insurance. Worker’s
Compensation coverage must meet statutory limits and Employer’s
Liability Insurance must have minimum limits of $1 (one) million.
Insurance must include a Waiver of Subrogation in favor of the TA.
ii. Commercial General Liability Insurance. The limit for Commercial
General Liability Insurance in each contract and subcontract cannot be less
than $1 (one) million. Commercial General Liability Insurance must be
primary to any other insurance, name the TA as an Additional Insured,
include a Separation of Interests endorsement, and include a Waiver of
Subrogation in favor of the TA.
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iii. Business Automobile Liability Insurance. The limit for Business
Automobile Liability Insurance in each contract and subcontract cannot be
less than $1 (one) million. Insurance must cover all owned, non-owned
and hired autos, and include a Waiver of Subrogation in favor of the TA.
iv. Property Insurance. Property Insurance must cover an Entity’s and/or
Agent’s own equipment as well as any materials to be installed. Property
Insurance must include a Waiver of Subrogation in favor of the TA.
v. Professional Liability Insurance. If deemed appropriate by Sponsor or an
Entity in consideration of the work required for the Project, insurance
should cover each Entity's and any Agent’s professional work on the
Project. The limit for Professional Liability Insurance in each appropriate
contract and subcontract should not be less than $1 million.
b) Additional Insured Requirement. In addition to the requirement that the TA be
named as additional insured on the Commercial General Liability insurance and
Pollution and/or Environmental Liability (if applicable) insurance, the policies
must name as Additional Insureds: the Peninsula Corridor Joint Powers Board, the
San Mateo County Transit District, the Santa Clara Valley Transportation
Authority, the City and County of San Francisco, TransitAmerica Services, Inc. or
any successor Operator of the Service, and the Union Pacific Railroad Company
and their respective directors, officers, employees, volunteers and agents while
acting in such capacity, and their successors or assignees, as they now, or as they
may hereafter be constituted, singly, jointly or severally.
c) Excess or Umbrella Coverage. Sponsor and/or any other Entity may opt to
procure excess or umbrella coverage to meet the above requirements, but in such
case, these policies must also satisfy all specified endorsements and stipulations
for the underlying coverages and include provisions that the policy holder's
insurance is to be primary without any right of contribution from the TA.
d) Deductibles and Retentions. Sponsor must ensure that deductibles or retentions
on any of the above insurance policies are paid without right of contribution from
the TA. Deductible and retention provisions cannot contain any restrictions as to
how or by whom the deductible or retention is paid. Any deductible or retention
provision limiting payment to the named insured is unacceptable.
In the event that any policy contains a deductible or self-insured retention, and in
the event that the TA seeks coverage under such policy as an additional insured,
Sponsor will ensure that the policy holder satisfies such deductible to the extent of
loss covered by such policy for a lawsuit arising from or connected with any
alleged act or omission of the Entity or Agents, even if neither the Entity nor
Agents are named defendants in the lawsuit.
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e) Claims Made Coverage. If any insurance specified above is provided on a claim-
made basis, then in addition to coverage requirements above, such policy must
provide that:
i. Policy retroactive date coincides with or precedes the Entity's start of
work (including subsequent policies purchased as renewals or
replacements).
ii. Entity will make every effort to maintain similar insurance for at least
three (3) years following Project completion, including the requirement
of adding all additional insureds.
iii. If insurance is terminated for any reason, each Entity agrees to purchase
an extended reporting provision of at least three (3) years to report
claims arising from work performed in connection with this Agreement.
iv. Policy allows for reporting of circumstances or incidents that might give
rise to future claims.
f) Failure to Procure Adequate Insurance. Failure by any Entity to procure
sufficient insurance to financially support Section 4.1, Indemnity by Sponsor, of
this Agreement does not excuse Sponsor from meeting all obligations of Section
4.1 and the remainder of this Agreement, generally.
Prior to beginning work under this Agreement, Sponsor must obtain, and produce upon
request of the TA, satisfactory evidence of compliance with the insurance requirements
of this section.
SECTION 5: Miscellaneous
5.1 Notices. All notices required or permitted to be given under this Agreement,
excluding progress reports, the final report, and invoices, must be in writing and mailed
postage prepaid by certified or registered mail, return receipt requested, or by personal
delivery or overnight courier to the appropriate address indicated below or at such other
place(s) that either Party may designate in written notice to the other. Notices are
deemed received upon delivery if personally served, one (1) day after mailing if delivered
via overnight courier, or two (2) days after the mailing date if mailed as provided above.
To TA: San Mateo County Transportation Authority
1250 San Carlos Avenue
San Carlos, CA 94070-1306
Attn: Executive Director
To CITY OF SOUTH SAN
FRANCISCO: City of South San Francisco
315 Maple Avenue
South San Francisco, CA 94080
Attn: City Manager
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5.2 No Waiver. No waiver of any default or breach of any covenant of this Agreement
by either Party will be implied from any omission by either Party to take action on
account of such default if such default persists or is repeated. Express waivers are limited
in scope and duration to their express provisions. Consent to one action does not imply
consent to any future action.
5.3 Assignment. Parties are prohibited from assigning, transferring or otherwise
substituting their interests or obligations under this Agreement without the written
consent of all other Parties.
5.4 Governing Law. This Agreement is governed by the laws of the State of California as
applied to contracts that are made and performed entirely in California.
5.5 Compliance with Laws. In performance of this Agreement, the Parties must comply
with all applicable Federal, State and local laws, regulations and ordinances.
5.6 Modifications. This Agreement may only be modified in a writing executed by both
Parties.
5.7 Attorneys' Fees. In the event legal proceedings are instituted to enforce any provision
of this Agreement, the prevailing Party in said proceedings is entitled to its costs,
including reasonable attorneys' fees.
5.8 Relationship of the Parties. It is understood that this is an Agreement by and between
Independent Contractors and does not create the relationship of agent, servant, employee,
partnership, joint venture or association, or any other relationship other than that of
Independent Contractor.
5.9 Ownership of Work. All reports, designs, drawings, plans, specifications, schedules,
studies, memoranda, and other documents assembled for or prepared by or for, in the
process of being assembled or prepared by or for, or furnished to Sponsor under this
Agreement are the joint property of the TA and Sponsor, and will not be destroyed
without the prior written consent of the TA. The TA is entitled to copies and access to
these materials during the progress of the Project and upon completion or termination of
the Project or this Agreement. Sponsor may retain a copy of all material produced under
this Agreement for its use in its general activities. This Section does not preclude
additional shared ownership of work with other entities under contract with Sponsor for
funding of the Project.
5.10 Non-discrimination. Sponsor and any contractors performing services on behalf of
Sponsor will not discriminate or permit discrimination against any person or group of
persons on the basis of race, color, religion, national origin or ancestry, age, sex, sexual
orientation, marital status, pregnancy, childbirth or related conditions, medical condition,
mental or physical disability or veteran’s status, or in any manner prohibited by federal,
state or local laws.
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5.11 Accessibility of Services to Persons with Disabilities. The Project implementation
must comply with, and not subject the TA or Sponsor to liability under, the Americans
with Disabilities Act, the California Disabled Persons Act, or any other state or federal
laws protecting the rights of persons with disabilities.
5.12 Warranty of Authority to Execute Agreement. Each Party to this Agreement
represents and warrants that each person whose signature appears hereon is authorized
and has the full authority to execute this Agreement on behalf of the entity that is a Party
to this Agreement.
5.13 Severability. If any portion of this Agreement, or the application thereof, is held by
a court of competent jurisdiction to be invalid, void or unenforceable, all remaining
portions of this Agreement, or the application thereof, will remain in full force and effect.
5.14 Counterparts. This Agreement may be executed in counterparts.
5.15 Electronic Signatures. This Agreement may be executed through the use of digital
or electronic signatures in accordance with Government Code Section 16.5. The
presence of an electronic signature on this Agreement will be construed as the Parties’
consent to do business electronically.
5.16 Attribution to the TA. Sponsor must include attribution that indicates work was
funded with Measure A Funding from the TA. This provision applies to any project, or
publication, that was funded in part or in whole by Measure A Funds. Acceptable forms
of attribution include TA branding on Project-related documents, construction signs,
public information materials, and any other applicable documents.
5.17 Entire Agreement. This Agreement constitutes the entire agreement between the
Parties pertaining to its subject matter and supersedes any prior or contemporaneous
written or oral agreement between the Parties on the same subject.
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IN WITNESS WHEREOF, the Parties have hereunder subscribed their names on the Execution
Date.
CITY OF SOUTH SAN FRANCISCO
By:
Name: Sharon Ranals
Its: City Manager
Approved as to Form:
Legal Counsel for the City of South San Francisco
SAN MATEO COUNTY TRANSPORTATION
AUTHORITY
By:
Name: April Chan
Its: Executive Director
Approved as to Form:
Legal Counsel for the TA
Exhibit A: Scope of Work Information
Exhibit B: Progress Reporting Template
Exhibit C: Reimbursement Claim Form
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EXHIBIT A: SCOPE OF WORK INFORMATION
City of South San Francisco Ferry Project
Sponsoring Agency: City of South San Francisco
Lead/Implementing Agency: City of South San Francisco
Contact: Audriana Hossfeld, Senior Civil Engineer
(650) 829-6604
[email protected]
City of South San Francisco, Engineering Division
315 Maple Avenue
South San Francisco, CA 94080
Project Description and Scope of Work:
The Project is a second public ferry terminal in the City of South San Francisco on City property
adjacent to the San Francisco Bay Area Water Emergency Transportation Authority (WETA)
terminal at Oyster Point. The terminal could allow for water taxi ferry service and expand public
ferry service beyond the existing WETA service in South San Francisco, including weekday
commuter ferry services to and from San Francisco Mission Bay and the Ferry Building as well
as weekend service to other destinations in San Francisco, such as the Chase Center and Pier 39.
Other origins and destinations could include the South Bay, North Bay and East Bay. Expanded
water taxi and/or ferry service at the second terminal is intended to help alleviate congestion
along the US-101 corridor and provide an additional transportation alternative.
The Scope of Work involves preparation of Preliminary Engineering/Environmental Clearance
for Sea Level Rise design alternatives (SLR Alternatives) for the Project. The SLR Alternatives
are necessary to understand the environmental constraints of the Project site given that it is a
closed regulated landfill that must comply with Title 27 of the California Code of Regulations.
The SLR Alternatives are required to confirm the size of the upland parcel available to develop
as a second terminal. The completed SLR Alternatives will also include a conceptual design for
landside improvements that support a second ferry terminal that will utilize an existing guest
dock for harbor access.
The Scope of Work will include environmental clearance, regulatory permitting, and preparation
of plans and specifications as needed for construction of the preferred SLR Alternative and
landside improvements.
The proposed landside improvements will include site grading as required to address sea level
rise, hardscape, landscape, and stormdrain improvements, and upgrades to an existing guest
dock, a ticketing kiosk and shelter for ferry boat patrons to protect them from the elements. The
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Scope of Work for the SLR Alternatives will include the following:
- Records Search and Geotechnical Investigation
- Develop SLR Design Alternatives
- Preliminary Design (35% Plans)
- Environmental Permitting and Clearance
- Public Outreach
- Final Bid Documents
Project Schedule:
Begin End _
Consultant Selection Completed
Records Search and Geotechnical Investigation Completed
Develop SLR Design Alternatives Completed
Preliminary Design (35% Plans) Completed
Environmental Permitting and Clearance 05/25 02/27
Public Outreach 05/25 03/27
Final Bid Documents 11/25 03/27
Project Budget/ Source of Funding:
Include funding plan for project defined above.
* The other fund sources are provided for informational purposes.
**Total costs listed by each task/activity are best estimates and may be subject to change within the overall total
amount for the awarded phase of the Project Scope of Work during the course of the Project.
Operating Responsibility: Other Agency or Private Entity To be Determined
Maintenance Responsibility: City of South San Francisco
Project Implementation Responsibility: City of South San Francisco
Project Oversight Responsibility: City of South San Francisco
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EXHIBIT B: PROGRESS REPORTING TEMPLATE
REPORTING PERIOD: FROM mm/dd/yyyy TO mm/dd/yyyy
SMCTA Project # 00XXX – [Project Title/Phases]
[Carryover to additional pages as necessary]
Contact: [Name, Title, Phone, email, address]
1) Scope:
[Describe scope of work here, specify Project limits, phases of Project. Identify the Measure A
funded components]
Status Summary: [Provide Status]
Issues: [List any issues, i.e. potential scope changes]
2) Schedule: Original Baseline Current Baseline
Current Forecast
Major Milestones: Start Finish Start Finish
Start Finish
[Activity] MM/DD/YY MM/DD/YY MM/DD/YY MM/DD/YY
MM/DD/YY MM/DD/YY
[Activity] MM/DD/YY MM/DD/YY MM/DD/YY MM/DD/YY
MM/DD/YY MM/DD/YY
[Activity] MM/DD/YY MM/DD/YY MM/DD/YY MM/DD/YY
MM/DD/YY MM/DD/YY
[Activity] MM/DD/YY MM/DD/YY MM/DD/YY MM/DD/YY
MM/DD/YY MM/DD/YY
San Mateo County Transportation Authority/City of South San Francisco
Ferry Project Preliminary Engineering
Page 16 of 18
21406655.2
Progress This Period:
[Describe progress and activities]
Measure A Funds Expended This Period: $
Future Activities, Next Period:
[Describe planned future activities]
Projected Measure A Funds Expenditure Next Period: $
Issues: [List any issues, such as impacts to schedule]
3) Scope of Work Total Budget:
4) Scope of Work Measure A Budget:
Phase/Activity
A B C D E F
Original
Measure
A
allocation
(per
Funding
Agreemen
t)
Current
Measure
A
allocatio
n
Change in
Measure A
allocation from
Approved/Fundi
ng Agmt (B-A)
Total
Measure
A
Expende
d to date
% of
current
Measure
A
allocatio
n
expende
d (D/B)
% of
Work
Complete
d
#DIV/0!
#DIV/0!
#DIV/0!
ABCDEF
Phase/Activity
Original Budget
(per Funding
Agreement)
Updated Cost
Estimate
Total Change
from Approved
(B-A)
Total Expended
to Date
% of Revised
Budget
Expended
(D/B)
% o f W o r k
Completed
- 0.00% 0.00%
- 0.00% 0.00%
- 0.00% 0.00%
Total Project - - - - # DIV/0!
San Mateo County Transportation Authority/City of South San Francisco
Ferry Project Preliminary Engineering
Page 17 of 18
21406655.2
Total Scope of
Work $0 $0 $0 $0 #DIV/0!
Issues: [List any issues, i.e. potential cost increases]
5) Funding: [List additional sources as needed, Fill out the following matrix for each phase for
the Scope of Work. i.e. environmental, design, etc.]
Issues: [List any issues such as changes in non-Measure A funding]
Submit Progress Reports To: [email protected]
Original Original % Current Current %
Estimated at
Completion EAC %
SMCTA #DIV/0! #DIV/0! #DIV/0!
Others:
Federal (specify) #DIV/0! #DIV/0! #DIV/0!
State (specify)#DIV/0!
Other (specify)
Total - # DIV/0! - # DIV/0! - # DIV/0!
Contribution Contribution Contribution
San Mateo County Transportation Authority/City of South San Francisco Ferry Project Preliminary Engineering Page 18 of 18 21406655.2 SMCTA Project ID:SMCTA Project Allocation:Claim Date: Claim Number:Claim Period:Claim Amount:Measure AConsultant/Contractor/ % of % of % of Prior Total Life to Date BudgetVendor Invoice # Invoice Total Fund Source1 Ttl Fund Source2 Ttl Measure A Ttl Measure A $ Measure A $ Balance#### #### ######## #### ######## #### ######## #### ####Total - - ####- ####- ####-$ - - Quarterly Progress Report included?Y/NPlease issue check payable to: AgencyContact personAddressExhibit C$0.00Funding SourceREIMBURSEMENT CLAIMSan Mateo County Measure A Funds