Exhibit p Local and Small Business Program

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P. Local and Small Business
Enterprise Program
EXHIBIT P

J?4vi.s'tle! IJ.Dd 4e!opt<;e! by OM'lAne! Cowu::il
::f
0
0,3
.. _--.... -. _. __ .. . __ ... - .. _.- -_ .. _ .. ... _--.----_. -
I
o Local & Small Local
For Profit and Not
For Profit Business
Enterprise Program
o Certification
Local & Small Local
Business
Enterprise (For
Profit and Not For
Profit)
o Local Employment
Program
o 15%
Apprenticeship
Program
.. _--_._-------_ .. -----_. -.
OtnClJ u/ ce. wi;y fifav".¥lJ1'
C-Pliaoc< &: 1f/o,p/D'fl3UJD( S''''''''''I< o.iv.rKiu.D
2$0 £rimS: O§'!"'" P!aJ;e 3M/, O&ldtlDd, CLI. .9.;t!61Z
($10) 23<>-3.970 - ,,,.-.yw.o.2ti.wdlwc:=
+/20M
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TABLE OF CONTENTS
Part I. Local and Small Local Business Enterprise Program (LISLBE) ...... .............. 3 ·
In.teD:ded Im.pacts ofth.e USLBE Program. •••..•..........•.............•..•................•........•...•...... .......•...••. 3
Defin:i:tiom .•••••.••••.•••••••••.•...•••..••••••.•.•••••••••••.••..•••••••••••••..•••.....••.•...•...•••.•••••••••.••••••.••••...•.•.•••••.•••.••• 3
· Program· ..................................................................................................................... 6
mceJJiives' ............ ; .... : .. ......... ......................... ••• ............ •••• •••••••• ! ••••••••••••••••••.• "., •••••••••••• 7
MaiJiWnin.g ParticiPation: ..... ...... ................................ ....... : ... .. .....•. : ........ ... ..... : .. .. : .. ....•. :. 8
.. SubstitUtion' of Listed Subcontractors ............. .••......... .• •• .... : ••.•. ........... 8
· EmergenCY COntxacts: ..... ..... : ................ u ••••••••••••••••• •••••••• •••• ••••• •••••.•• ••.••• •• •••• ...... ;. •••• •• ....... 9
C6mpIiance:'Moilitotirig 'meL Penalties ......................... .: ....• ••....•.•..•...•... ............. .••.• .•...•• •.• ; .....••.••. 9
Prevailing Wages ................................ : •.•.....•....••.•.•....... •.......••.•. ............... ................. .. •......•. 10
Winning Compliance .................................................. ! .• ••••••••• ................... , ............ •.••• ...... '.'" 1 0
Part IT. Certification .............................................. , .... io·•••••• ..................... •••••••• •••••• ••• •••• .: •••• '15
. . .'. ,. . : ',:.' ' .. ' : . . . . .'
Certifi.ca..tion .Cnteiia .............. ... .••... , .......................... .......•..........•.••..... •...•.•••..•..•.•..•. .................. 15
. . .... . . . . : .' .. .
. Standards ............................... ............... ...................... •• · ••••• ••• •• 10.......... 16
Size Standards for siDaII ..••..•••.•••. _ ............. .............. .•....•.•.•••...•••.• .............. , •..•.....•... 17
LBElSLBB Certification Process ....•.•.••...•........•....•..•.... ....•. .................................... •......•..•....•..• 17
01'HER CONSIDBRAllONS ...................................................................................... ••••••••••••••••••••••• 18
.. . ' .... '. .
RE .. CER.mICA.TlON •••.• •••• , ............................................................................................................... 19
................................... ; .......................•.......•...................................... : ................. .•. : ..•.......•.. 19
Part m: Local. EmpIQy:tl1en.t Program.. ............................................................ .. ... ..... : ....... 20
Program Objective ••....•.••.•.•.•....•.••••.•.••.••..•..••.•.•....•••.•..•••••..•• ,; .••.....•............. ................................ 20
D
... .c-!· • . .
G..LWl.tiODS .............................................................................. •••••••••••••••••••••••••••••••• ••...• ... 20
Program Goals ................................................................ .:;, •.• •..•••••.•••••. •••••.•••••••• .. .; .••••••. : .•• •••• •.•• 21
'. Gen.eral Fr-OWioDS ••••••••••••••.•..•••••••.••••••••••••••••••.•.••••.. • ., ...• w ••••••••• •••••••••••••••••••• •••••••••••••••••••• 22
• '. .' •• .i. • .: '. I ': •
WlDnlng CompIian.ce ..................................................... , ................................. , .•...•••.... : ... .. ••••••.•.... 22
In.cen.tives and Pena1ties .......................................... ............... ..•• ... ........... ...•. ............. •. 24
Outrea.ch .•....•••••.•••.•..••.••••...•.......••••.•...••.•.••..•••.•••.... •..• •••••••.• .••.. : .•..••.....•.•••.•••.....•.•••. .. .... .• .••• 24
· DAftft"":-g . • '. ........ 2S
.... UI.I. .................................................................... , •••• •••••••••• •••••••••••••••••••••• !" ........ ••• •••••••••• & ••••
. . . .'. . .. .
MoDi:tOrmg •••••••••••••••••••.••••••••••••••••••••••••••••••••••••••• •••••••••••.••••••••..••••• .•.•••...•..••.•• •..•••••.. •••••••.••••.•••••••• 26
Oth.er Conditions ..................................................... ...••........•.•..•.... ..... .•.•. ..•. ..................... : ... ..• 26
Program. .................................................................... ..... .•••••• ••••• •••••••••..•••.• : ........ 26
::;:::::::::::::::::::::::::::::::::::::::::::::::::: ;:
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Part I. Local and Small Local Business Enterprise Program (L/SLBE}
In order to provide economic opportunity for its residents and businesses, and stimulate economic
development, the City of Oakland has developed and implemented various policies that directly impact
how' public funds are spent These policies are aimed at using the power of the public 'purse to
stimulate economic development through the support and empowennent of the local community,
especially those aspects of it that have been placed at a disadvantage in the past. The City has
demonstrated leadersbip through various cutting edge policies and is in the vanguard nationally in
tenns of harnessing local resources to achieve local benefits. The major programs that were created to
serve these respective groups are the Local and Small Local Business Enterprise (L/SLBE) Program
and the Local Employment Program (LEP). Supporting and/or complementing these programs are
policies regarding living wage, local construction employment referral program, prevailing wage,
disadvantaged business enterprises, certifications, apprenticeship, and equal benefits for domestic
partners.
The USLBE program supports policies that established a twenty percent (20%) participation
reqUirement and a minimum bid discount of two percent (2%) for meeting that requirement. In
addition to bid discounts, the program provides for additional points in negotiated professional services
contracts and increased points and discounts as the level of local and smalllocaI business participation
increases. Specifics of the new policies are ·detailed under "Program Guidelines".
Intended Impacts of the L/SLBE Program.
The intended hnpacts include:
• Increasing the number of Oakland certified businesses participating in City contracting and
in development projects; .
• Increase the circulation of city dollars within the Oakland community and thus stimulate a
saongerecononUcbase;and
• Promote the development of Oakland certified businesses through joint ventures, and
mentor/protege relationships.
The new policies provide economic opportunity to local residents and businesses by supporting local
economic development while paying competitive prices for goods and services. At the same time, the
program does not obs1IUct efforts attract outside investments that are critical to the City's economic
growth.
Definitions
Availability .. The number of certified USLBE finns, by trade, ready and willing to compete for.
work with the City of Oakland.
2) Business .. .An or business entity makes available a
certain commodity for meeting demand or for purchase at a given price .
. 3) City- Reference to the City or City Council includes the Redevelopment Agency, and reference to
the City l'4anager includes the Agency Administrator.
4) City Financial Assistance Recipient (CFAR) .. A business or that receives a city
subsidy for a public works project.
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5) . Commerciany useful nnietioD -. The. business is directly respcmsible the materials,
eqUipment, supplies or .services to the City as require4 by Of request for quotes, bids
or proposals. LBEs and tha:t engage m the' business' of providing brokerage, refeIral or
temporary"eI)lployment services shall.not be deemed to perfopn a t1coImnercially useful tUnction"'
unless the brokerage, or employnient services are those required and soUght by
the City. . . '. . ,.
- 'The pattnership, joint ventl.Jre or other
legal entitY entering into.a qpntractual. agreement With the City ..
. '. , ..
7) Dealer - A fum OWDS, .. or maintains a . establishment in
which· .the materials or supplies the perfo.;ma.nce. of .the contract ate bought, kept in
stock, and regularly sold to the public in the UsUal course of business. To· be 'a regular dealer, the
firm must engage in, ,as its principal business, and in its own name, the purchase and sale of the
product in question. A ,dealer in. such bulk items as cement, gravel,. stone and
petroleum products need not keep such products in stock, if. it owris or distnoution
equipment. Brokers and pa.clcagers shall 'not as or regular dealers .
. . '
8) Developer - A person,' entity, or: that prepares or deveiops real property fot new
development or redevelOpment and receives a city subsidy.
9) Emergency Work - A public works contract awarded because of Unminent danger (e.g. fires,
floods, earthquakes) 'or immediate threat to health safety and welfare of Oakland residents and
meeting the City's requircmen1s for waiving nomw bidding procedures
10) Fixed A fixed'office is dedicated office space; oWned or leased.:hY the business,. in
an established, non-portable building where regular work pertinent to ,the contract is, cOnducted
For sma111oca1 businea. ,certifications, fixed.office shai1 be the primaty buSiness location of the
business. A reSidenCe may qualify as a fixed office provided that alI-the following' conditions' are
_ (a) the business conducted in the residence complies with "o8kiand Zoning 'Regulations
relating tp Home OccUPationS; .and (b) "the residence is.·the' pxinWy b.usiness location of the
business', and contributes not'less 1 % of the gross receipts ',of business •.. A fixed distribution
point is 'a non-portable warehoUSe or an 'outside· shiPPing yard owned or .leased by the loCal
business, where shipping, receiving and ft1e owner and employees regularly and exclusively
conduct of goods and commodities on behalf of the business.
- For purposes of establishing a threshold for determining the
t application of the USLBE· Program -OIily, informal consttuction contracts valued under
$100,000. For informally bid construction contracts, 75% of the work must be awarded to local
finns.
12) InforDud .professional senices contracts - For purposes of establishi:ng a threshold for
determining the application of the USLBE Program only, informal professional 'servlCe contracts
valued under $50,000. For informal professional services contracts, 75% of the work must be
awarded to local :firms. ' . .
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13) Local Business Enterprise (LBE) -.An Oakland business (a) with a substantial presence in the
city of Oakland's geographic boundaries (b) fully operational for 12 consecutive months and(c) a
valid business tax certificate.
14) Local Certified Trucker - A locally owned and operated business engaged in transporting goods
on 1:Dlcks to or from a specified location and holds a valid certification as a 'trucking contractor.
15) Manufacturer - A firm that operates or maintains a factory or establishment that produces on the
premises the materials or supplies purchased.
, .
16)Non-profit/Not for Profit Corporation - A nonprofit corporation is a cOtporation formed for
purposes other than generating a profit and in which no part of the organization's income is
distributed to its directors or officers. Nonprofit corporations are formed pursuant to state law,
often under the Revised Model Non-Profit Corporation Act (1986). A nonprofit corporation can be
a church or church association, school, charity, medical provider, legal aid society, volunteer
services organization, professional association, research institute, museum, or in some cases a
sports association. Nonprofit corporations must apply for tax-exempt status at both the federal and
state leveL
17) Public works contract - Any construction, alteration, demolition, or reparr work done under
contract and paid in whole or in part with public funds, or by a developer who receives any type
of governmental subsidy.
18)Size Standard -One metor used to determine a small business. For the City of Oakland, a small
business is one with "three-year average gross receipts at or below thirty percent (30%) of the
United States Small Business Administration's size standard
19) Small Local Business Enterprise (SLBE) -A business with (a) a substantial presence in the city
of Oflldand's geographic boundaries' (b) a full operation conducting business for 12 consecutive
months and ( c) a valid business tax certificate, and (d) is an independent business headquartered in
Oakland '
20) SubeontractorlSu})..consuitant .. The individual, partnership, corporation or other legal entity that
con1racts perform part of or all of the of another's contract.
21) Subsidiary/Affiliate - Part of a larger company with national offices located in other cities outside
Oakland, and controlled by a home office or headquarters outside Oakland.
22)' Subsidy .. A grant, loan, credit, tax rebate, or any other way that provides a measure of value to the
developer from the City.' .
23) Substantial Presence - A fixed and established place where work is carried on of a clerical,
administrative, or production nature directly pertinent to the business being certified.
A temporary location or movable property or one that was established to oversee a project such as
a construction project office does not qualify. Businesses with offices both within and outside of
the City that seek certification as a local business must demonstrate the existence of a bona fide
,local office in accordance with the following criteria:
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. a) .Independent.Office Site:.!he local office can and does function an i:ndependent office site.
. local merely a sham operation 'set up by a: non-local busmess for the purpose
of gaining USLBE certifieation; .
b) Fixtures and Equipment: The local office contains all fixtures and/or equipment, including but· ..
not limite4.to,. computer{s) copy fumiture, vehicle(s),
tools, .appliances and/or to operate· the busmess for which the certification
is sought;' . . ... . . . .
c)· Space: The local office .contains all necessmy to operate the business for which
certification is sought, including but not limited to, as apprOpriate, office space, warehouse
space, parking, yard area and/or shop area;
d) Dedicated Personnel: The IQca). office must be the main office for assigned personnel who
conduct a full'range of the out: of the lQcal office iIlcluding but not Jimited
to, as appropriate, clerical andlor administrative staff assigned and dedicated to
. .local office as to operate the for 'is sought; ...
e) . Daily Function: office a daily ·or.a teguhir.'ouis· as' otherwise
appropIiate,:providing.aI1 semces to Operate for which is sought.
24) Tier':- of the between the 'prime contractor and subcontractors, or between
subcontractors. .
2S) .. An intentional by City Council, a ·contractor or a depart:me:nt from (1)
adhering to and/or complying witi:t City policy.' .
Program Requirements
There a 20% construction contractS over $100,000 and·all
professional services contracts $50,000. All construction. below S100,'000 and all"
professional services contIacts below $50,000 'must inclUde outreacli to certified local firms such that a
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llW of three local firms are included in the solicitation.
. .,. . .,
The 20%·19cal partlcipation requiIement must be met With a minimuin participation of 10%;
for Local Business EnteIprises (LBE)/Local Not For Profit 'Business Enterprise (LNFPBE) and 10%
for Small Local Enterprises (SLBE)/Small LoCal Not For Profit Business Enterprise
(SLNFPBE). SLBE and full' 20% requirement. In 'the case of construction
projects where trucking is warranted, 20%. of the' tota11ruckmg dollars mUst be allotted' to certified .
(Oakland) Local Truckers '. . . . . .. . '.
on "Rule of !kee", mt at 1_ three liSted in the industry,
trade or profession J:hat constitutes a majQr category of work. If at least three USLBEs ate not
certified, then requirenient.is.ei$er waived, or the 20% requirement may be set from 19 % to 0%.
The awarding authority shall request ari' av8.ilability analysis if there is reason to believe that the
availability of certified finDs will not satisfy the 20% requirement And the request mUst be made· in
time for completion prior to issuing an· invitation (or bids, request for proposals or any other
solicnation. . . . ." . . . .... .
Contractors are required to. submit a completC'd Subcontractor Listing (Schedule R) as attached. The
Subcontractor prqvides. the buyer with a formal list of subcontractors, the trade or service area
to be provided, bid amounts and certification status on for an profit and not-for profit businesses that
will be used on the project . .
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Schedule R will be used to calculate the of certified local business participation. Unless . a
requirement is waived due to limited availability, the determination of responsive and responsible will
include meeting the 20% minimum requirement. Each prime or lead con1ractor is urged to obtain, from
each certified subcontractor, a copy of either the certification letter or certificate issued by the, City of
Oakland, Office of the City Manager, Contract Compliance & Employment Services Division.. The
certification letter and certificate include the certification number and date. of expiration.
Certifications must be current and valid prior to the submittal due date in order for the local
participation to count toward meeting the 20% businesses participation requirement. Certification
, status is confirmed during the compliance evaluation process.,
Program Incentives
Bid discounts are applied at a rate of one percent (1%) or one (1) preference point for every 10% of
contract dollars attributable to certified firms. No more than five percent (5%) in bid discounts or five
(5) preference points may be eamed.
The three examples below demonstrate (#1) the 20% minimum requirement at a rate of 10% LBE and
10% SLBE; (#2) additional bid discounts and preference point values when participation is above and
beyond the 20% requirement; and (#3) the maximum bid discount and preference
points. The maximum allowable incentives are not designed to limit participation. To address
participation above and beyond the 50% maximum, for profit and not for profit entities may bank the
participation (up to 2%) for future use.
Example 1: 200/0 Requirement
USLBE
ParticiDation
ReQuired 10% Eam
ReQuired 10% Eam
Total *200/0 Total
Bid
Discounts
1%
1%
2%
Preferenc
e Points
1
1
2
*20% SLBB participation
also satisfies the 20%
requirement
Participation over and above the 20% requirement eams additional bid discounts and points up to a
maximum of a 5% bid discount and 5 preference points as long as the participation increases in equal
increments between LBB and SLBE or additional participation achieved with SLBBs.
Example 2: Additional bid discounts and preference _____ _
USLBE Participation
Bid
Discounts
Preference
Points
"':. ,'.: .. LBE SLBE ollSLBE :' .:
. 5% 5% 10% Earn 1 % 1
Additional 5% 5% 10% Bam 1 % 1
5% 5% t 10% Bam 1 % 1
•• • J':..... :' ••• *.' • ." ":-': .:.\' ••• : .'. ::;" :'::"::; .... i:: .. ';'.'
Total 15% is%' 30% trotal 3% 3
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'5% 5
Bid Discomt Prerereate Polats
Dollars and hours attributable to subcontracting with Oakland for profit and .. for profit bUsinesses
and the of Oakland residents beyond 50% of the' cOntract amount or beyond the 50%
and new hire work,hours may, be and applied within a 12
month period 'following Completion of the project on which the extra was' eamed. ,
Maintaining Participation ,
Incentives are earned based on the level of participation proposed prior to the award of a pontract.
Once a project begins, it is iD;lportant to achieve and maintain, the participation fOJ; which incentives '
were earned. Prime Contractors and consulta.I$ must maintain, the hidicated at '
the time of a contract award and throughout the term of the contract.' , " , ". ' , . : ' , '
Should the prime contractor fail to IDalntam the USLBE listed 8:t time the contract is
awarded, the City may 'impose a:penalty. equal' to the have been' awarded ·to
USLBE, 8l1dIor may stop the work. ' .
If the City modifies the original scope of work, the contIactor must make reasOnable efforts to
maintain the IJSLBE participation for which incentives were eamed. If Change c;n-ders affect only one
discipline, staff may use their discretion to allow adjustments to USLBE percentages for the change
order portion of the work. Upon'request, City staffwill help fhms to determine. methods of maintaining
, . . ,
Should the prime cOntractor fail to maintain USLBE participation listed at the time the contract is
the City may impose a penalty equal to the amount that should ''been: awarded to
USLBB, and/or may stop the work upon approval by the full·CitY Council or a designee approved by
at least thrie Cmmcil Members of which. one include the Member .representing :
district in which the. work is being , ,
.'
. Substitution of,Llsted Subcontractors
Prime consultants or· contractors who have a contract With City cannot
substitute a listed subcontractor or sub-consultant without prior approval of the City.
The City will grant substitUtion 'of'a listed Subcontractor 9l 'consultant on $e folloVring cimditionS: .
1 A written statement from 'the liSted sub const4tant agreeing to the substitution,
z. When the listed sub consultant has been giVen a, reasommle to execute a contract, yet
fails to
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or refuses to exeCute l.,wnlteIi when such written is based upon the City's
conditions and scope of wolk, , .
3. When a listed sub consultant becomes insolvent, ,
4. When the listed sub fails or refuses to satisfy contractual agreements, .
S. When the listed sub consultant fails to meet contract insurance requirements, or '
6. When the City or the duly authorized 'officer detemrlnes'that the work performed' bY the listed
Sub consultant is substantially unsatisfactory. or not in accordance with the contract,agreement or
that the sub consultant is substantially delaying or disrupting the progress of the work
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Prior to the approval of the prime consultant's request for substitution, the City. shall give notice, in
writing, to the listed sub consultant, of the prime consultant's request for substitution and/or the reason
for such request Such notice shall be served by certified or registered mail to the last lmown address
of the sub consultant. The sub consultant who has been so notified shall have five (5) working days in
which to submit to the City written objections to the substitution. Failure to file such written objection
shall constitute the sub consultants consent to the substitution.
If written objectipns are filed, the City shall give written notice of a hearing date to the prime and sub
consultant within five (5) worlcing days. At the hearing, the'prime and sub consultant will present their
cases and the Hearing Officer will make a determination.
Emergency Contracts
Lgcal businesses will be given first priority in the performance of emergency work as defined in
Ordinance 7937 CMS, which fonnulates and establishes procedures for bidding, contracting, and
purchasing goods services.
The City established a goal wherein 75% of emergency contract dollars must be spent with local firms.
Of that amount, at least two thirds must be spent with ·smalliocal businesses. User agencies are
required to solicit from certified local firms for all informally bid emergency work whenever feasible.
Compliance Monitoring and Penalties
To ensure compHance with the program., the contractor or consultant shall provide records upon
. request (within ten calendar days) md permit the City to review all pertinent records and documents of
the contractor and subcontractors. The contractor or consultant shall provide a copy of all
subcontractor agreements, purchase orders and/or other verification of the total amount to be paid to
each subcontractor, etc., prior to commencement of work. A penalty of one percent (1%) of
the contract amount or one thousand dollars ($1,000) per day (whichever is less) may be applied if
records or documents are not provided within the specified time. The City shall deem such refusal a
material breach of contract, in which case the City may tenninate the contract and/or stop the work
until compliance is met. In addition, the con1ractor or subcontractors may be debmed from
participating in future City contracts for a period of six months to five years, and may lose
certification. '
The subcontractor's progress payment report must be submitted with each progress payment in order
for the progress payment to be processed. Also, prime c9ntractors andlor prime oonsultants will
provide the City and Redevelopment Agency with executed copies of its subcontractor/sub consultant
agreements to verify dollar amounts stated for· all U SLBEs. Contractors must also provide
i:bformation with each progress payment indicating payments made to. LlSLBEs in order to receive
subsequent progress payments. An Exit Report and Affidavit form should be attached to the final
application. ..
For construction contracts pursuant to Public Contracts Code Section 4107, et seq., no· substitution of
the listed USLBE subcontractors can be made without the approval of the City. Contractors are
required to contact the Contract Compliance Office to request a substitution hearing.
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Prevailing Wages
. . ...
State apply to plJ,blic contracts as set' forth in Labor·Code 'Sections ... '
1720, 1720.2, 1720.3, 1720.4, and 1771. Workers employed on conStruction,'altetation or.demolition
jn Califom1a:that use public are pai4 the pIevailing is the basio 'hourly rate
the majority of workers in particular or eam. The·prevailing:wage also is· based on .
the locality and ne8rest labor market 1'lie Califomia of InduStrial Relations, (Divisions of
Labor Statistics and Research) annUally determines pfevailing wages and may be reached at,
www.dir.ca.govIDLSRlPWD.. .'
• I, •
The shall ensure that an 'workers perlOmung work for the' project
by the Contractor and shall include in its contracts with its· contri1ctors, requirements that its
Contractors' employees and their subcontractors' employees shall be compensated in an amount no less
thaD. the .general prevailing. wage rate of per diem wages pursuant to the Califorilia.. ·Labor. Code
1770, et
The Con:tractor shall comply with, and shall include in its conttacts with its contractors;
that its and 1;heir shall 'ensure that its contractors and subcontractors comply
with ali reporting record keePing of the applicable preva.ilirig wage statutes and.
The Con1Iactor is aware of and sh8I1 comply' with the provisions of the City of Oakland
and Redevelopment. Agency's preV8ilirig wage 'Iequirements contained· in Resolution No. 874· CMS
passed on January 20,'1987 or Resolution 57103 CMS, passed March 28, 1978. Copies are on file
with:the'Division of Contract' and ,Employment Services.
, '
The pievaiI#lg wage reqWrement will momtored and enforced by the City of Oa.1daD.d and
RedevelOpment In addition my otItcr rights provid.ed by California law to recover
a' tha;t ltas 'been' pfrld-' less tb8.n the Prevailing wage tates shall have a· right to
, an ac:tion againSt the employer of tha worker for the differeD:ce between the
. prevailing wage rates., and the amount pad to sUch worker fot each calendar day or portion.therepf for
which the worker paid less' than the COIl1PeI1Sation required'to be' paid under the provisioD$ of t1$ ,

Winidng CompHiulce
Local. SubcontraCting Outreach , , '
To fun of contracting subcontracting opportunitieS available through the' City of
Oakland, each aw8.iding City agenC?y, department and 'cijvision mtiSt post city funded contracting ..
the , " ',', '. 0 ' "',," 0'"
:.' ".01 " ". .J II
The CiiY Qf Oaklaild, Office; of Contract ComplianCe & 'Employment Services', maintains a list of for
profit and not-for profit businesses and' organizatiorls. The list is divided by' trade or profession and
includes, contact information as and if the certification type is either Local ,Enterprise' (LBB)
or, a Small Local Business Enterprise (SLBE). Each agency is required to solicit responses :from
apPropri8.te to the and scope of the· particular solicitation. Upon request, majJjllg
lists of certified fiIms Will oe provic;led to using agencies a.D.d coniractoISIconsultants. '
. "
Mentor Protege Agreements
Page 100f30
,,"- -- - ,-,
The City of Oakland strongly supports "Mentor-Protege" relationships because they help to build
capacity in underotilized service areas. Typically! prime contractors and consultants help develop the
technical and business capabilities of local and small local as well as disadvantaged businesses
(pursuant to DOT requirements). On a case-by-case basis, the City will allow a 5% preference for
Mentor - Protege teams on construction and professional services contracts.
If a prime contractor or prime consultant is able to develop a "Mentor-Protege" relationship with a
certified LBE or SLBE, the mentor will enjoy the benefit of credits against City goals particularly
under cin?umstances where availability is zero, In order.to eam credit for Mentor-Protege relationships,
the Mentor-Protege Agreement must be submitted for approval to Contract Compliance and
Employment Services prior to the project bid date for construction, and by proposal due date for
professional services contracts.
A written mentor-protege agreement must be completed by both parties and executed before a notary
public. The agreement must delineate the rights and responsibilities of each mentor and protege. The
parties must agree to enter into the relationship for the life of the project
During the duration of the contract both the mentor and: protege must each provide the Division of
Contract Compliance and Employment Services with a monthly report of the kinds of mentor skills
provided to the protege, which shall include but not limited to: -
• Number of hours expended in the fulfillment of the project by each partner;
• Managerial assistance provided (e.g. bookkeeping s.ervices, personnel, payroll, etc);
• Technological assistance provided (e.g. computer hardware/software, training, etc.;
• Bonding assistance provided.; . .
• Number of private sector projects bid on by the mentor-protege team;
• Number of private sector contracts awarded to the mentor-protege team; and
• Financial assistance provided.
No officer, director, employee or member of the mentor-protege team shall be allowed to bid or
otherwise participate independently on a city contract where the mentor-protege team is bidding or
otherwise participating. Each party is prohibited from submitting multiple bids on city contracts.
The 'protege must be able to denlonstrate that it is an independent business operation prior 10 submittal
of a mentor-protege agreement and throughout the term of the agreement Unless specifically defint;d
as one of the benefits to the protege and spelled out in the agreement, the mentor and protege must
maintain separate office spaces while the mentor-protege agreement is in effect. -
Jbint Venture Agreements'
A business that is bidding or competing for City contracts may associate with a certified LBE or SLBB
business to compete for contracts as a joint venture. A joint venture should be between two entities
with the same discipline or license as required by the awarding department. Joint ventures receive bid
discounts dependlng upon the LBE or SLBE percentage of participation as set forth in the Ordinance.
The parties must agree to enter into the relationship for at least the life of the project
Basic Elements o(the Joint Venture Agreement:
A Joint Venture must submit a Joint Venture Management Plan andlor a Joint Venture'
Agreement two weeks prior to the bid due date. Copies oftbe N applications are available
Page 11 of30
\.:.
upon request'to thEi'Cbntract compliance & J?ivision 238-3970.
EaCh agreement or management plan must include; but limited to the; following:
1 = " Detailed explanation of the financial cOlltnnuti9n qf each partner,' , !,'
. 2. List of the persoimel and equipment used by partner;
3. Detailed breakdown of the of each partner;
4. Bxplanation of how the profits and losses will be distributed;
, S.· DesCription of the bonding'capacity of each and' , ':
'Management or fees for any of the (if any).
'Commereiti11y Useful Functions Performed kY Venture pafiiters: :,' ,
" Each) IV, parb1er Di1lSt perform a use 1;unction" term is herein: A. '
LBB or SLBE that relies on the resources and personnel of a non-LBE or SLBE :firm 'Yill not '
be deemed to perform. a,ucommertrlallyuseful :function ' . " I •
I .• ; •
'Joint . Venture License ,.RegyirementS:, ·Each. venture mmt, pqssess
appropriate for the discipline for which. a is, ',being, if' a jQmt is
c;»n a single trade project, at the time of bid submittal, each of the joint venture partners
'hoid't joint ,Venture Lioense and posses:s the for trade bid
, ..
Delineation of Joint Venture Work: .
The LBE or SLBB partner must clearly define the portion of the work to be performed during
the project '!his work must be of the sinillar type. of the :r;J3E SL!3E performs
in the ttounal course of its business. The Joint Form must the
project bid items. 10 be' performed by each individual joint ventUre partner. Lump Sum joint
venture participation is not acceptable. ' .
R.qpqnsibiliti=es ofth'e,LBE or SLBEJomt v.enture Partners: ,
1. The LBE or SLBE partner must share in the ownership, cOntrol, management
responsibilities, risks, and profits of the joint venture in proportion with level of
, in the .project; , ' " :,', " , ,
The partner must perform, work that is COIIJIIlmlS1lI' With experience. ,
3. -The' LBPJSLBE'partner'must: use its own equipnient to perform. its "
of the project., ", ,:.
",4 .. For 'coIiS1:iuCtion: contracts olily, joint venture as a whole, tm;lSt perform bid item work
. ..' that" or exceeds twenty-five percent (25%) ,of the value 'of the contract,
,explUding the cost of items, in order, to be eligible' fOr, a joint
discount. " '
I ;.
Application orBw'Discounts For Joint Venture A.greements ,
to 'be eiigible fur 'a' bid discount, at the time, of bid S¥bmittal, each joint :venture partner must
, : hold, a. Joint Venture License and each must have the, license that is appropriate for the project
,,' 'as i'eqtiii'ed in ,the contract document of the contract I perinission is
. granted 'by 'the City Manager or his designee for good cause shown, on sudden and
Unexpected neCessity, the following actions are not permitted: i) partner
performing work for the LBFJSLBE partner; ii) of equipment or property by the'
LBElSLBB partner from the and iii) the hiring of the non-LBFJSLBE
partners einployees by the LBFlSLBE '
Page 12 of 30
._- .. _ ... --- ._._----------.-
Other Joint Venture Conditions
The City Manager or designee must first approve the LBElSLBE Joint Venture
AgreementIManagement Plan before the joint venture is eligible for bid discounts. Any
changes must also receive the prior approval of the City Manager or designee. In addition to
any other information required by conditions specified herein, each LBElSLBE joint venture
must provide upon request, cancelled checks and any other financial records to the City.
Earning Credits (Banking Dollars)
In order to increase the level of self-sufficiency of Oaldand based firms, the City will allow contractors
to . accumulate credits for hiring local businesses and small local businesses on non-city funded
projects, and to earn credits for the participation of local businesses beyond the fifty percent (50%)
threshold on city funded projects. Prime contractors will be allowed to bank extra credit based on
dollars paid to certified local firms on non-city funded projects prior to the notice to proceed and on
citY projects, when at project end, there is proof of participation exceeding the fifty percent
(50%) threshold. A maximum of 2% banked credits will count toward achieving the requirement on
a City contract.
In order to receive bid discounts above the two percent (2%) minimum requirement the bidder
allocate additional dollars at a 5% LBE and 5% SLBE split. The ability of rums to bank
hours on non-Oty projects will be retroactive. Firms will only have one year to credit these
hours.
City -Assisted Private Developments
For City .. assisted private developments (e.g. Disposition and Development Agreements, affordable
housing projects, and loans for construction projects) prime contractors are required to seek
competitive bids from subcontractors and comply with the program goals and objectives as set forth in
this document. Prime contractors must give SLBE contractors a 5% bid discount and LBE contractors
a 2% bid discount. Prime contractors are required to award to the lowest responsible bidder.
Incentives for Supporting Local Business Participation on City Contracts
Each year, the City Manager will award a certificate of achievement to the city agency that reacheS the
highest level of support to local businesses.
Q!Iw:
Prime contractors shall not impose any unreasonable additional criteria on subcontractors that are not
required by the City. Any demand on the subcontractors that would change the way the subcontractor
may do business will be deemed unreasonable. The prime contractor shall not selectively impose
criteria upon local certified that are not applied to other business in similar contractual
relationships with the prime. .
In addition to any other documents required by the bid specifications, the contractor shall submit the
Compliance Commitment Agreement as attached.
All bids submitted shall be made available to the public upon bid opening as required by the Sunshine .
Ordinance, including all bids prepared by subcontractors.
Page 13 of30
I
I:' I
l I
Attached ,herein are .forms identified as (Schedule R-Subcontractor
Listing;, Schedule U-Compliance Corimrltment SChedule w-Bid Confirmation (lowest :bidder must
,this form 48 a:tter bid -,
','
r '
Page 140130
..... _- -- ._- . -'--- "-
I
I .
I
Part n. Certification
Certification Criteria
The City of Oakland now certifies both for-profit and not-for-profits operations. Certification criteria
apply to both for profit and not .. for .. profit organizations.
1. An established operation located and doing business or operating within the geographical
boundaries of the City of Oakland.
2. Fully operational for at least twelve (12) consecutive months prior to applying for
certification.
3. A·valid City of Oakland Business Tax certificate issued 'no less than twelve (12) months
prior to applying for certification. All payments must be current and the certificate must
reflect the address of the local business.
4. A fixed office that ·reflects a substantial presence in the geographical boundaries of the City
of Oakland. Office boxes, locations, and moveable work sites will not
establish status as a local business. In the case of trucking firms, the truck inventory must
be located within the city limits. A fixed office is a dedicated office space, owned or leased
by the local business, in an established, non-portable building where regular work pertinent
to the contract is conducted. For staE certification, the fixed office shall be the primary
business location of the business. A residence may qualify as a fixed office provided the
following conditions are met: (a) the business in the residence complies with
Oakland Zoning Regulations relating to Home Occupations; and (b) the residence is the
primary business location of the business and contributes not less than 51% of the gross
. receipts of business. A fixed distribution point is a non-portable warehouse or an outside
shipping yard owned or leased by the local business, where shipping, receiving and the
owner and employees regularly and exclusively conduct distribution of goods and
commodities on behalf of the business.
5. The owner or employees (person hired and paid directly by the local business to conduct
work solely on behalf of the business at its fixed office or distribution point) shall be
available during Donna! operating hours.
6. A LBE/SLBE must comply with all applicable Federal, State and local regulations,
inchuijng, but not limited to the City of Oakland Zoning Regulations.
7. All taxes, fees, permit fees, and fines shall be current.
8. Upon request by the City's certifying officer, a LBElSLBE must possess and make
available for inspection the following documentation citing the Oakland business street
address:
a. Executed (i.e. signed by all parties) copies ofpastlcunent contracts;
b. Oakland Business Tax Certificate and federal tax. identification number;
. '
c. Executed lease or other wntten agreement for occupancy of the Oaldand office;
Page IS Qf30
Ii
d. Business cards and Utility bills (including but not limited to telephone, gas, electric, ,
or water bills)
, ' 0 '
9. A business requesting certification shall supply the City with all $Uch, additional
, as 'the' City may deem relevant ,to a: OIl iti
certification. 'The City may wish to review additional docUments that may include, but may
not be limited to: ' '
a. Commercial advertismg
. '
b. On-site signage
c. Lettethead '
d. Previous Lease Agreements
e. Marketing materials
"
f Listiilg in the telephone book. .
10. SmalllocaI businesses must present or make available cOpies tax retu¢s'Showing
gross revenues for the three most recent fiscal years in ordei' for the City to' determine
with established buainess size standards., ,
Certification Eligibility Standards
Owner$hip 'And Control For Sinall Local Busitiess Enterprise
The standatdS shall' be used by the City to determine if a firm is oWl].ed and controned by
one or more' oWners or and eligible for certification as a Small Local Enterprise:
-1. eligible small local business shall ,Pe an independent btlSiness. The ownership and
cOntrol of the' SLBB shall be real, substantial and continuing and shall ,go the pro
forma oWn.et$hiP: of the firm as in its ownership The small local
, busiDess'own.er shall enjoy the customary ,of o'YIlership and shall share in the risks
'and profits' conunensumte ,with their ownership ,interests, as' demonstrated by an
examination of the rather than form of " Rec;opition of the
business as a separate entity for tax, corporate or local status PmjJoses is not nc'cessarily
" sufficient for IeCOgnition as: an- SLBE. In whether a potential SLBE is an
, independent the City shall consider ,all"relevant :factors, u,;cludbig the date the
business started, the adequacy of its resources for the work of the con. 'and the degree
which financial, leasing and. other relationships with non local films:
2. The owneI{s) of the smalI-local1nW.ness,must abo possess the tUrect or cause the
direction of the manageli1ent and policies of the finn. Also
t
the owner shal1 nlake the day-
to-day, as well as major decisions on of lJW18.gement, policy and operations. The
finn shall not be subject to any fonnal or iDfor.ma1 restrictions, which limit the Customary
'discretion of the 'There shall nq restrictions that :would, prevent the local
business owners, without the cooperation or vote of any non-local ,owners, nOm making ,
business decision of the fiIm. (i.e. 'bylaws provisiol;lS, partnership agreetnel;its or charter
for cumulative voting , '
Page 16of30
- .... - ..
• Where the actual management of the finn is contracted out to individuals other than the owners,
those persons who· have the ultimate power to hire and fire the managers are, for the purposes of
this part, considered controlling the business.
• The contribution of capital or expertise by the local owner(s) to acquire their interests in the finn
shall be real and substantial.
• Newly fanned :finns and fums whose ownership andlor control has changed since the date of the
advertisement of the are closely scrutinized to determine the reasons for the timing of the
formation of or change in the firm.
• A previous and/or continuing employer-employee relationship between or among present owners
are carefully reviewed to ensure that the employee-owner' has management responsibilities and
capabilities.
• Any relationship between a SLBE and non .. SLBE, which has an interest in the SLBB, is carefully
reviewed to determine if the interest of the non-SLBE conflicts with the ownership and control
requirements.
• SLBEs will be considered bona fide if the ownership interests are real and continuin& and not
created solely to meet the City goals for SLBBs participation. The SLBEs included in the contract
must perfoIm commercially useful services and/or supplies and not merely act as a passive conduit.
In the event the City has reason to question the ownership of SLBEs, the burden of proof is on the
claimant and/or contractor to provide documentation to substantiate the business enterprise
status.
Size Standards for Small Businesses
The City has established a size limit in order to set forth criteria and define small local businesses. In
making the deteImination relative to size, the City will use thirty percent (30%) of1he United States
Small Business Administration's Small Business Size standards. Size is based on gross revenues
realized by the firm for the three most recent fiscal years that the :fum is doing business.
. .
LBE/SLBE Certification Process
Step 1 - The Application: Down load Applications from the web site maintained by Contract
Gompliance & Employment Services (CC & BS). From Oaklandnet.com, select Contract Compliance
on the "go to" link. Requests for certification applications can be made by phone, facsimile,
electronic mail, in writing or in person. When submitting the application, remember to attach a copy
of the most recent Business Tax Certificate and have the application notarized. If you are applying as
a small business, attach the last three most recent business tax returns.
Step 2 - The Review Process: The City of Oakland employs a three-tier certification process as
standard operating procedure. This process is used to detennine the degree of difficulty and time
necessary to complete the review.
Page 17
1-
v' Tier I .- The review by' staft is complete and accurate, and requires no further
action. recoIIJInendition and' notification as to the status of the application to .or
deny certification will be c·onductedWithiD.I0 workirig days. Tier r·applications are typically LBB .
ze.certilications. .'
v' Tier 11- The applicatiOn, Upon'review'by staff, requires additional.infommtion application
infommtion is incomplete or requires clarification, supporting documents etc.) .If. the .
application is additional documentation will be requested and be submitted
within 10 'working recOmmendation and notification·as to .. .of the
application to certify or deny' certification will be' conducted within 1 0 days. .
v' Tier m - The application, upon review by staB: necessitates a desk audit and site visit. The desk
audit and visit Will be cOIi.d1icted iwitlrln. 15 working days. All. parties are cooperate
fully with the investigation.· . F,ailure or refusal to furnish requested informat:ion 'or to
cooperate voids ·the application. If the audit and review results in a satisfactory cietennir-a;tion,
analysis, and notification as to the status of the application to certify or deny'
certification will Qe conducted within 10 working days' after.the site visit,
: . . : .' .....: , : :. . . .
During the process of certifipation, the City may review any documentation or infomiatiOIi it deems
necessary todetemrlne whether the applicant meets the definition of a local business set fOrth in the
section2.010ftbis'document '
To complete. and accurate determination' in a timely fashion, it is requested that potentUd
LBElSLBE participants' submit an application for certification a minimum of three (3) weeks prior to a
bid opemng or submittal of a proposal. In order to receive LBE or credit· for listed
subcontractors and suppliers certifications must be complete and existing at the date and time of bid
opening or submittal due dates. '
Certification with another agency does not constitute certification with the· Ci1;y of Oakland. The City
reserVes to:' approve' LBE/SLBE status frODl. other government or City FimiS or"
individUa1s Who knowingly 'Submit false information their LBP/SLBJ; ate
subject to action or ·actions for fraud under the State and Fedeml False Claims will be debarred ,.
from bidding on future City work for a.period of three (3) y,ears. '
Other Considerations
In addition to the above the City shall give special consideration to the following circumstances in
detennining. eligibility: . .
... fanned :fitms and:films whose ownership cQntI:ol bas' changed since tbe date of the
advertisemeilt of the contract ate closely scrutinized to detennine reasons for the timing. of the
formation of or change in the firm. . .
. ,:.. . .
..
• PreVious andlor continuing employer-employee relationships between or among present owners HIe
carefully reviewed to ensure the employee-owner has matiagement responsibilities and
capaBilities. .
Page 18 or30
---._-----
• Any relationship between an LBElSLBE and a business that is not an LBElSLBE, which has an
interest in the LBE, is carefully reviewed to determine if the interest of the non .. LBE conflicts with
the ownership and control requirements.
• A joint venture is eligible for certification if the LBE/SLBE partner of the joint venture meets the
standards for an eligible LBE. The LBE partner is responsible for a clearly defined portion of the
work to be performed and shares in the ownership, control, management responsibilities, risks and
profits of the joint venture. The City Attomey's office must approve joint venture agreements.
• The mentor and protege must be certified prior to the submittal of a mentor-protege agreement for
approval. .
Re-Certification
A City of Oakland certification is valid for a period of two years, unless otherwise specified. At the
end of the certification period (October and April) the business may apply for re-certitication.
Notwithstanding the above, the City may require re-submittal of current documentation ~ d
information in the event a LBElSLBE certification is challenged.
Appeal
Any firm that believes that it has been wrongfully denied certification as an LBElSLBE or joint
venture may file an appeal in writing. The written appeal must be signed and dated.
The appeal shall be filed no later than 30 days after the date of denial The City may extend the time
for filing, or waive the time limit in the interest of justice. The City may specify in writing the reason
~ o r so doing.
Third parties, who have reason to believe that another finn has been wrongfully denied or granted
certification as an LBElSLBB or joint venture, may advise the City in writing. This information is not
considered an appeal.
The City ensures a prompt investigation, and may at its discretion; decertify the LBE/SLBE or joint
venture pending the outcome of the investigation. .
Page 19 of30
l-
Part m:' Local E!Dplovment Program'
J 1.
Program Objective . . . . . .
The objective of the Local Employment Program for public works and
is to cause the liiriIig 'of Oakland residents. on·as many,·Prevailing Wage jobs as and to
enco1ira.ge buSiriesses to hire lOG& residents for non-City ... fUnded wode. . .'
Definitions· .
1. - An inrliyidual who is registei'ed with an program approved by the
Division of ApprenticeshiP Staridards (DAS). . . :.
. .
2. Apprenticeship Coordinator - An individual who Supervises apprenticeship-training " ..
3. Apprentice Work Hours - The work hOllIS apprentices are to work On public· works
nm;ects, " .• , . ..,.' .
r""J .. ,. :
4. Bay Constr:ucUon Sedor' IDterveJition Collaborative (BACSIC) - 'A coalition of .'
coDlJlllin1ty baSed oIganizations, 'uniOn and apprenticeship coordinators partnering
to provide necessary support services to assist job seekers in obtaining in the .
construction industry.
5: aty - The City of Oakland, including t}1e RedevelpPDlent Agem;y. Reference to the City Managtr
includes the Redevelopment Agency .Adm.ioistrator. . . .' . :
6. ety Assistance Recipient - .An entity or individual that receives a City subsidy for a
project ,
7. Based OrganiZation (CBO) - A non-goverinnent agency created to provide traiIiing
or employment assistance to job seekers.
8. Contract'- The written agreement to provide services established between the City (or developer)
.' and the general contractor. ,.
9. Contractor - An individual, partneIsbip, corporation, joint venture or other legal entity"entering
into a contract (or J1 of whatever tier) for a public works project (as such projects are
defined in this policy). The geneIa1 contractOr is the entitY. that enters the contract directly with
. the City or Developer; a' Subcontractor is an entitY tliat enters mtO a Contract with :the . General
Contractor or a Subcontractor of whatever tier.
10. Core Employee - An appi:entice or journey level employee who: possesses any license required by
state or federal law for the project work to be perfor:tned; has worked a total of at least· 1000 hours
in the construction craft the prior three years; was on Contractor's active payroll for at
\ least 60 out of the 180' calendar days' prior to the cOntract award; and bas the ability to perform
safely the basic functions of the applicable traOe.
11. - Measuring the hours worked by an apprentice or journey person with regard to
eaCh 9I8ft, as defined in the Fedem1 and State Wage Determination. .
12. Developer - A· person or entity that prepares or develops real property for development or
redevelopment and receives a City subsidy. .
13. Division of Apprenticeship Standards (DAS) - The agency responsible for apprenticeship in the
state of California. .
Page 20 of30 .
---_. _____ 00._ ..... _ ..
· .
14. Emergency Work - A public works contract awarded because of imminent danger (i.e. 'fires,
floods, earthquakes) or threat to the health, safety and welfare of Oakland residents and meeting
the City's requirements for waiving normal bidding procedures.
15. Local Construction Employment Referral Program (LCERP) - The Employment Services Unit
of the Office of the City Manager created to identify Oakland residents for employment on City of
Oakland and Oakland Redevelopment Agency construction projects.
16. Monitoring - The system established to measure compliance with the Local Employment Program
Policy and the 15% Apprenticeship Utilization Policy. This system includes tracking the
employment status (as reported by certified payrolls) on all public w o r ~ projects: Monitoring
occurs for:
a. Payment of prevailing wages
b. Resident workforce hours
c. Apprenticeship Hours
d.NewHires
17. New Hire - Any employee of a contractor who is not listed on the contractor's quarterly tax
statements for the tax period been hired prior to the commencement of work, unless the employee
qualifies as a Core Employee.
18. Owner Operator - a con1ractor, who operates their own, leased or rented equipment and uses that
equipment on the public works project, and hires no other employees.
19. Post Award - The meeting held between the City and contractors after the award of a public
works project and before the issuance of a notice to proceed Post award meetings occur at the
request of either the using agency or contractor/consultant.
20. Public works project (project) - Any construction, alteration, demolition, or repair work done
under contract and paid for in whole or in part out of public funds or by a developer who receives a
City subsidy for the project.
21. Resident - Any person whose primary residence is in Oakland. This individual must have
established residency at least two weeks prior to commencement of work by the contractor.
22. Subcontract - A contract that exists between the g e n e ~ contractor and a subcontractor or
between subcontractors of any tier. '
23. Subsidy - A grant, loan, credit, tax rebate or any other instrument' or means that provides a
measure of value to the developer from the City. .
24 .. Tier - The level of relationship to the prime contractor of a subcontractor who enters into a
contract under a prime or another subcontractor to perfonn a portion of the work on a project.
Program Goals ..
For any constmction contract or development agreement with the City this policy establishes a goal for
Oakland-resident employment on public works projects (as such projects are defined in this policy).
Specifically, for work performed at the construction site, this policy establishes a goal of 50% of the
work hours, which must be performed by Oakland residents on a craft-by-craft basis. In addition, a
minimum of 50% of all new hires on the project (on a craft .. by .. craft basis) must be Oakland residents,
and the first new hire must be an Oakland resident A contractor or developer must achieve the goals
or seCure an exemption from the City.
Page 21 of30

I .
Apprentice:ship. is an to in the t:mdes. this .'
policy·recognizes·that of the 15% on public
works projects is important to achieve the . goals of. this policy. 'thiS pO.liey will' 'include' additional
incentives to both highlight and fmther encourage the 'use of Oakland' 'apP.tentices. 'Utilization of
Will 'coimt toward the 50% new goals and the 50% goals.
General Provisions
The CitY shall require its developers and'contractors to abide. by the LQciU Emplayment Program. The,
Ci1¥ shall also require'that the and contractors enforce the provisions of the Program on any
and aU parties with whom the developers and contractors intend to enter a con.trac1; to perform any
portion of said work. ' ,
The Local Employment Program reciuired by the City will be incoIporated in all'coD.trlct specifications
as well as Dispositions and Development Agreements (DDA) for projeCts and contract
specifications. The developer or cO$'actor shall cause this Program. to be a part of all subcontracts,
regardiess of Tier or phase under the eontract The goals set forth must be maiIJtained for the duration
.oftbe prOject
The LEP applies when pI:oject iricludes the purchase of serviCes either by the City as
buyer or by a City Financial Assistatice ReCipient (CF AA); either the City jS the buyer and the
dollar amount of the project exceedS $50,000.00 dollars; or the project exceeds 30 or new hires
are needed to perform: the work 'on the project. " " ,
The LBP'does not apply when the contract or subcontract is performed by an owner!operator; or the
proje£t:requires less than 40 hours of.work; ,or the ,project is perfmmed as work; or a job
requires no more than two craft-persons to the ctuties of the project;. QI' a' contractor's
core workforce includes 50% Oakland residents, and no additional euiployees,wiIl pe hired
.J •••
Prior to of the Notice'to Proceed (NTP), the or contractor md. Conttact Compliance '
& Employment Services st8:ff together' will create a project-specific plan'to comply with1the LEP goals
on a cntft-by-craft basis for all work forces,andfoI: new hires. ,The will
recognize the lawful hiring hall rules of the union hiring halls wllere _ Ibe Anticipated
Wodd"orce FOIID. may l)e 'USed in the development of a l?roject specific comPIi8.nce pIan.'
• ; . . •
Wmning Compliance " '.
The or' Contractor- must meet or exceed the 50% work: force and DeW hire requirements in ,
order for the following progi'am criteria to apply: "
Exemptions
:of work perfopned by employees of a subcontractor on a LEP-covered project may not
be assessed againstthe,Gon.mt.ctors,LEP goals, if the be: " ,
1. ,Perfonned by an Owner Operator; '.
2. Perfumed in less, than 40 hours; . ' .
, 3.. The Subcontractor's, core work force includes 50% employees, .and S:dditional
employees will be hired; or , " , , . _ ; ','.. ",
4. No more than two craft persons B:Ie required to 'perform the work' o,f the subcontract, the
Subcontractor hires no new employee to perform the work and 'the SubcontraCtor is a SinaIl
,Business within the meaning of City policies.
Page 22 of 30
. __ . _.- ...................... _ ................. .
• .----.---.- - ... - -_. __ 0- •••••• _ •• __ 0-" •• "
._ .. -.. _.-.. __ ._--._-------
",
When the Conmctor has taken the steps and an Oakland resident is not available the City shall issue an
exemption.
Conditional Exemptions
The Developer or Contractor's project manager must submit a request for conditional exemption to the
Contract Compliance & Employment Service staff. They must detennine whether to grant the
exemption prior to issuance of the contract The request is reviewed based on conditions (cited by
Developer or project manager) that make compliance unfeasible. Examples of such conditions include
but are not limited to:
1. Permanent core workforce perfonns short-tenn (five days) work.
2. Intermittent service by one trade throughout the life of the project
3. Overall project time is three months.
4. Owner Operator perfonns the work.
If circumstances arise subsequent to the issuance of the contract, the results of which the Con1ractoJ"
believes wi)l prevent attaining the local-hlre goals, the contractor will immediately notify Contract
Compliance & Employment Services staffby requesting a conditional exemption. Staff shall meet with
the applicant as necessary and issue a decision within five days, including a detennina.tion as to any
retroactive liability for failure to achieve the goals for work undertaken prior to the application for such
a conditional exemption.
Local Construction Employment Referral Program (LCERP) - The Local Construction
Employment Referral Program is a one-stop employment service for Oakland residents. The on site
Job Developer evaluates the skill levels of Oakland residents seeking work as skilled or un-skilled
workers on construction projects. Names, contact information and skill levels are maintained in a
LCERP Data Bank. In order to satisfy the fifty percent (50%) new hire goal when employment
vacancies occur on ajob site, each contractor must follow the steps outlined below.
Referrals and Dispatching Oakland Residents:
1. For Open Shop - in the absence of a collective bargaining agreement the Contractor shall:
a. Contact Con1ract Compliance & Employment Services (CC&ES) to request a
refenal from the Local Construction Employment Referral data bank; and
b. Submit a completed "Job Request & Referral Form" by fax or e-mail.
c. The CC&ES will refer an Oakland resident (matching the qualifications identified by
the contractor on the Job Request & Referral fonn) to the Contractor within three
business days.
2. For Union Shop - contractors working under a collective bargaining agreement shall:
a. Contact local union hall to request an Oakland resident; and
h. If an Oakland resident is not available for dispatch, contact CC&ES to request a
referral from the Local Construction Employment Referral data bank; and
c, Submit a completed "Job Request & Fonn" (Attachment -..0 by fax or e-
o mail to CC&ES.
d. The CC&ES will refer an Oakland resident (matching the qualifications defined by
the contractor) to the local union hall and that resident will be dispatched withln
three business days in accordance with the lawful hiring hall rules of the Union.
Page 23 0[30
(' 0
Incentives and Penalties
. Incentives (credit or banking of hours) ,
. To encourage lOJ)g-tenn retention and early hiring of Oakland residents as employees of contracto1'$
doing business·in .Oakland,· the City will give a COl)tractor towards 'Ule LEP wheii the .
. contractor employs craft that. are. Q.akland residents. Bai:uced.
or credited hours ·may only be toward meeting' SO%' .o( .thei'· reqtj.irement: Contractors
may. receive credit for' hours ·perfoJ:Dled. by these in the' fonowing
circumstances: ., ' ... ' .. . .'
, I.
1. When a contractor exceeds hOur goal' on an project, those
surplus hours will be banked for application on: a CitY project.
2. When a contractor employs Oakland residents on non-City· projects during year prior to
issuance of a notice to proceed on the City contract, ttiose hours will apply toward the 50%
.workforce hottr .. . .
:3. When a employs Oakland non-City 'during six months
following completion of a . Ci1y or Subcontract, those hoUrs will be batiked for
. application on·a subsequent City '. ...... ." .... ' '. '.' .
4. The general may utilize. the.'hOuIs performed by .. resident ep:1ployees
that exceed LEP goalS to'meet the LEP goals of a' Subcontractor that fails to acmeve its OW,n
LEP goals .. However, the ,City may designate a contractor as ineligible' to receive 'excess-
hQUl's credit under this. section for prior
. . '.
. .
Contractors may fully avail.tb.eIns.elves of other credits for local that .be available in othel' .
City programs and policies (slich·as credits) without to credits that they may receiVe .
under the LEP policy for their use of Oakland-resdent The' LEP is in no way designed .
to reduce or otherwise compromise those available·lncentiyes. , ..... '
Penalties , . .' . ';
, Any penalty imposed linder·tbis policy for failure to achieve the LEP goals be
implemented under a 'system of progressive implementation. The City assess mctois such as
, the degree of failure; the effo$ updertakell·. to achieve the goals, the presence Or absence of
repeated failure to achieve the goals. in what leVel of would be appropriate
within the penalty range avail8.ble 4\Article VI. . '.' .. .
, . .
When a Con,tractor finishes its contract without meeting the LEP· a penalty is
wmanted, the City will withhold from final payment up to 150% of the wages for the deficient
hours of the non-comPlying Contractor's The Contractor will have one year to work off
the hour's ,owed by working ,Oakland projects. I(,at the of this period all
the deficient hours have not beeDt,eUminated, Contra.ctor will oftb.e wages for any
remaining deficieilt to the City. as a fine.. ". I I I ,"
"j.,'. •
Repeated failure to comply wjth the LEP could lead. to debannent under City contracting policies.
I '.
Outreach
The Ci1¥ may hold a post-award meetillg to the contractors the LEP requirements as
wen as with the requirements' of thelS% Apprenticeship If reqUested by the contractor the
Page 24of30
, -- ----------
City shall hold such a meeting within 10 business days. Post award meetings are most advantageous to
contractors that wish to become more familiar with these programs and may also be held upon request
of the contractor throughout the life of the project. Attendance at a post-award meeting will contribute
to the contractor's ability to comply with the LEP and apprentice utilization policies. To the extent
allowable by law, the meeting will be open to stakeholders.
A post-award meeting will include instructions on when and how to prepare" and submit the following
forms:
• Certified payroll reports
• Anticipated Project Workforce
• Job Request and Referral
• Apprentice Utilization Plan
• Certified Trucking Roster
• Quarterly Wage & Witbholding Reports (DE-6)
• Progress Payment
A post-award meeting should also provide,' when possible, information to support the contractors'
success, and may include:
• California Labor Code relating to Apprentices on public works projects
• Certification Application
• Work Opportunity and Welfare-to-Work. Tax. Credit
• Construction & Demolition (C&D) Debris Recycling
• Prevailing Wages
• Apprenticeship Program
The City Manager's Office, Contract Compliance & Employment Services Division will conduct at
least three "Winning Compliance" Workshops per year. Contractors are encouraged to attend at least
one such workshop. Fonns and information listed above under post award meeting will be the major
topics of discussion. Attendance at these workshops will assist the contractor in complying with the
LEP and apprentice utilization policies. .
Reporting
The developer or contractor must submit reports for compliance with the LEP as required by the City.
These reports may include weeldy certified payroll records for all crafts covered under these Program
provisions within fifteen working days of the end of each payroll period. In addition to the weekly-
certified payroll records, the CiW may require a weekly or monthly summary of the information that
would be obtainable from the certified payroll regarding local-hire by craft. These reports must show
tke person-hours on a craft-by-craft basis and, in the case of certified payroll records, identify the
address, Social Security number, new hire, ethnicity, gender and trade and status Goumeyperson or
apprentice) of all employees on the project. All reports must have an original signature and be signed
by an authorized o:fficer of the company under penalty of perjury. The City will make a copy of
required forms available to Contractors. These forms will be available in hard copy or digitally.
Nothing in this Policy is intended to eliminate the requirement of a contractor to maintain certified
payrolls, .or of the subcontractors to provide certified payrolls to the prime Contractor, or for any
. contractor to provide certified payrolls to any party that requests them, as required in State law.

..
, . J '.
The City will .LEP. m,ld: via such as reViews or .
on-site City .. conducti:r;lg on-site are to visit City- . .
subsidjzed 'projects and cu:e .)lllder the City of' oaidand·s insuraUce ·policy. Full-scale.
investigations of non-compliances or violations will be OJ;l an basis. .
The City.shaIl a an audit ofa subcontractor's LEP within
45 days of the request, so long as the General Contractor provides the City with the infonnation
required 'by the City to make such an audit.
Audits of compliance may require the review of docmnents such as certified payroJIs, 'ApprentiCeship
Utilization Form, Request & Referial FoIDl, Certification of Compliance HonIs FonD.., cancelled'
checks, progress payments, or Quarterly Wage and Withholding Reports (DE-6); among others. .
A Developer or Contractor that fails to provide requested docttments or misreptesents material facts in .
such doCuments shall be deemed to be non .. compliant with the LBP.
Other ConditioilS' : . :. . 0' .
Developers or contractor will with the appropriate provisions of the Ca.1lfoma S1B.te
Code regarding the required ratio of apprentices to jOumeypersoDB to be on the job site.
0
Program Amendments
The City Manager may make changes as necessary to implement and achieve the goals of the Local
Employment Progmm. .
Conflicts
o •
The provisions' of this progIaUl.may not be enfQrced to the extent that such in a
Developer or Contractor violating a consent 4ecree or juQicial or a.d.n$llS1Iative order or a
statutoI}' or regulatory provision. . .
Severability 0
In the event any provision 'of this' Program is deemed illegal or invalid for any n-.on, said. illegality or
invalidity win n()t affect .the remaining of the Program but the same·shall be
enforced as if said illegal or invalid provision had never been inserted and the Ordinance Will
be interpreted'in a; inanller that best gives effect to its .initial , .' ,
.. , .
End of Document
Page26of30
CONSTRUCTION FORMS
ATTACHMENTS:
• ESO
• Schedule C-1
• Schedule G
.•.. Schedule 0
• Schedule P
• Schedule R
• Schedule U
• Schedule V
• Schedule W
• Exit Report
Declaration of Nondiscrimination
Declaration of Compliance with ADA
Progress Payment Form
Declaration of Campaign Contribution Limits
Nuclear Free Zone Disclosure
Subcontractor, Supplier, Trucking Listing Form
Compliance Commitment Agreement Form
Affidavit of Non-disciplinary or Investigartory Action
Bid I Proposal Confirmation
Exit Report and Affidavit
(Note: For the following BBO, Schedule C-l, 0, P, R, U, V, and W see documents in the
Proposal Documents section of the specifications)
(Note: For Schedule G ~ d the Exit Report see forms attached)
Schedule G

FOR PRIME CONTR1\CTORSlCONSULTANTS,
SUBCONTRACTORSISUBCONSULTANTS AND SUPPLffiRSISERVICES
Project Name Name of Prime Contractor/Consultant
Project Number Address
.....
Phone
Subcontractors/SubconsuItants & Original Change
"
Total Total Payment for Balance
Contract OrderS Contract Payment to tblsperiod Remaining
Amount Amounts Amount date iii Project
"
...
..
..
,
' .. '':',
:
,.
. .
L .
.
.
. .
Under penalty of perjury the undersigned agrees that the forgoing information is true and correct.
Nu=mmTIDe ____________________________________________ ___
Date
----------
. • Copy must be forwarded to Contract
Sbmdardized Contracting Procedures Revision Date 712D100
TO BBUSED BY T.HE CONTRACTOR WHEN REQUESTING PAYMENT.
- - .-_.- -.----
:.
.. I
CXtT 01' 0AlCtJUm
LOCAL AND SHILL ltOCAL BtJsnrBSS D'l.'DPUU
EXIT REPORT AND AFFIDAVl:T
!r.he Pr:bne Contractor/Consul tant must complete this form for, and have .i t executed by,
eacb LBE/SLBB subcontractor/SuhconBultant (incl. lower tier LBE/SLBB
subcontractors/subconsultants), su.ppliers aDd truckers. This for.m must be submitted
to ;he Manager's Office of Contract Compliance « Employment Services with the
final progress payment application. (Please complete a L/SLBB Bxit Report for eac:.h
listed L/SLBE subcontractor/SubcODsultant).
To: Contract Compliance Officer:
From: Contractor ______________________ Transmitted:
SBCTXON I. Reporting Date:
_____________________ Project Name:
Name of L/SLBE: Portion of Work (Trade)
Original L/SLe! Contract Amount:
____ Change Orders, Amendments,
Modifications: ______________ _
Final L/SLBE Contract Amount: __________ of Progress Payments Paid to Date:
Amount owing including all Change Orders, Amendments and Modifications:
Please include a detailed written explanation on Page 2 of this form if the final
contract amount for this LBE/ SLBE is less than the original contract amount.
EXecution by LBE/SLBE:
I agree with the information on this form. ,Note: If aE/SLBB is in. disagreement, it
should be not signed below but instead return this form with an explanation of, and
reasons for, the disagreement in the space provided on Page 2 of this form:
Signature of OWner/Authorized Representative of LEE/SLaE:
(Name and title: please print) Phone Date
smC'lION Xl:.
I/We declare, under penalty of perjury under the laws of the of California,
that the information on this form is complete, that the tabulated amounts paid to
date are accurate and correct, and that the tabulated amounts owing will be paid
within a reasonable time after the date of the City's final payment under the
Contract.
Pr:.me Contractor, i.ncludJ.Jlg eacb joint venture partner, must sign t:l1:Ls form (uBe
additional sheets if necassar.y)
Owner/Authorized Representative (Signature)
, Signature)
Name (please pr1nt/type)
Title print/type) Date
print/type) Date
Firm Name
(
)
Telephone
Exit Report
Pax
Owner/Authorized Representative
Name (pleas,e print/type)
Title (please
Firm Name
) -'------
Telephone Pax
Page 1 of2
City of Oal4and
Contractor Exit Report and Affidavit
. .
contractor if the final for this L/SLBB .is 1ess thaD
the amcrtmt.:
by .L/sLBB if it is in disagreememt with the above or with
the info:maticm em the
pags' of this for.m: .
CQ2llDlQD.ts OIl t:he above by the awa:ding department: I
BxitReport
.........
- _ .. _---------
I
I .
j
I
ATTACHMENTS FOR THE
PROPOSAL SECTION
·1
!
I"
I
li3UD'--UllIl n.I"t. .... 1 un. • ... vn,""Q .........
The contractor herewith submits a complete list of all subcontractors, suppliers and trucking to be used on the project. The contractor agrees that no changes
will be made In this list the approval of the City of Oakland.
Nnte.:... PrlntlType Company Name:
Ust all subcontractors with values greater than one" half of one ---------------
percent to be used on lIle proJecl Provide address, type of
work. dollar amount. and check the box marked "S=Small & Sfgned:
l=local"lf the firm '8 certified as USLBE by City of oaldand.
L..


B
.c
of Work Name Phona Number Dollar Amount c1J
"pagels) If necessary •
.. Contractors ere requIred to Identify the elhniclty and gender of all subcontractors and suppliers. This Information will be used for tracking purposes only.
(Rev. 12.18.02)
EqualBenefits • DeolaPatiOD ofloJldisclrimiDation I\tl1
Equ.a.I. Access .,. ...
FYI are pursuant to the Oakland Municipal Code. Chapter 2.32 -Equal Benefits Ordinance".
(1) What is the Equal Benefits Ordinance (E80)?
o It is a law requiring contractors on city contracts of $25,000 or more to provide employee benefits
to their employees with domestic partners equivalent to those provided to their employees with
spouses.
(2) What is a "domestic partner"?
o A domestic partner is any person who has a currently registered domestic partnership with a
governmental body pursuant to state or local law authorizing such registration .
. (3) What is the purpose of the Equal Benefits Ordinance and the effective date?
c The purpose is to prohibit discrimination in the provision of employee benefits by City contractors.
o The effective date is July 1, 2002.
(4) What legislation brought the EBC into being and can I get my own copy of that legislation? .
[J The enabling legislation is the Municipal Code Chapter 2.32 "Equal Benefits Ordinance
D
• Copies
are available through the City Clerk's Office at 238-3266.
(5) Who is subject to the application of this Ordinance? .
a Entities which enter into a "contract" with the city for an amount of $25,000 or more for public works
or improvements to be performed, or for goods or services to be purchased or grants to be
provided at the expense of the city or to be paid out of moneys deposited in the treasury or out of
trust moneys under the control of or collected by the City.
c Entities which enter into a "property contract' pursuant to Section 2.32 (0) with the City in an
amount of $25,000 or more for the exclusive use of or occupancy (i) of reaJ property owned or
controlled by the city or (ii) of real property owned by others for the city's use or occupancy. for a
tenn exceeding 29 days in any calendar year.
(6) My firm is international. Does the Ordinance apply to my entire operation?
CI ESO requirements only apply to those portions of a operations that occur (i) within the
City; (ii) on real property outside the City if the property is owned by the City or if the City has a
right to occupy the property, and if elsewhere in the United States where work related to a City
contract is being performed.
[J The requirements shall not apply to subcontracts or subcontractors of any contract or contractor.
(7) Are there any exceptions?
Q Yes. See Oakland Municipal Code, Chapter 2.32 "Equal Benefits Ordinance
n
Section 2.32.060 "Waivers
and exemptions
ll
Need Assistance? Call Contract Compliance & Employment Services, Office of the City Manger. (510) 238-6270.
ESO·July 2002
• r . • Schedule N-1
4IfI
O. 'ii\
«' '. ." . '. . • t •
". .... ".. . EqualBeneftil. A ..6..
.. . AlC"lCIess
Seellon A. Vendor I Con1raclDr I Consultant I *CFAR Infonnatlon.
1 Name of Company
-------------------------------------------------------
2 Name of
3 Phone Number Fax Number
4 \9ndor Number (If Known) '. '. FederallD or Soclal $ecurfty#
-------------------
5 ppproximats Number of Emplo)98Sin the U.S.
6. he any of )Our employees by a collecti.V8 bargaining agreement or union trust fund? Y&s D No 0
. .. ". ." (.
7 Union Name{s) ., .. '
Section B. Compli .. c.e Questions '. ..': ". .... . . .'. ;.1'... . ••
1 Does)Our or. access to any benefits to sp_ci spoUses
Yes 0 (Jf • No D . (please check ens) .
2 Does )Our com pany pro\4 de or bffer 10 anybeneiifs to emplo)98S with -*domestic partners ?
Yes 0 Or' No' 0 (pease check one)
Section C. Compliance Questions '.
3 Please check each benefit that applies to answers 1 & 2 abow and ilst as bother· anyaddi60nal benefits not listed below.
Some benefits O.e. lea\e) are.pro\ided to emplo)geS they have a spouse or domestic partner.
Other benefi1s ( .... . . .. ." . .
..
Y as, tis ber1etit Is
Yes. tis berBtIs .
:
YfIS •. lIS benefit is
. Yes. daclinenfs No, bend
W'
aTndfD
to EmpJOfees .
: ci1ied b empldJ8es
is ·nat aIiftd
were sdmiled fir
..
and mr DcmeS&C
EmpIcfees only


this ·benefit
Benefit·
Parfnas
8 Hedl 0 0 "D 0 0
b Denal .0 0 0 0 0
0 VlSan 0 0
0 '0
.. 0
d 401(k), eb)
'0 '·::'0 .: O·
:
O. 0
e Bereavement D· 0
.0 .·.··0.
I
D
f
FarrIy Leave . .: 0
'0
.. 0 ·0 0
9
Parenlal Leave 0 0 0
0 0
h EmpbYee Assis2nC8 Prorain'
..
0 0
0, .. D 0
I ReIocaion & TraveJ 0 D 0 D 0
j Corrpany Dilmunt Facilifes & Evens 0 0 0 D .. .0
k Credit Union 0 0 0 0 O·
I Child Care
0 0
·0 0 0
m Char
0 0 0' 0 0
* CFAR-Oli
ti '1JomesIc Partner" - same a cpposfte sex coupfes wfth at cinnesic parfnErslip nVsIry.
,., ... __ ._-----_ ....... _ ..
Schedule C-l
DECLARATION OF COMPLIANCE WITH THE
AMERICANS WITH DISABILITIES ACT
The Americans with Disabilities Act (ADA) requires that private organizations serving the
public make their goods, services and facilities accessible to people with disabilities.
Furthermore, the City of Oakland requires that all of its Contractors comply with their ADA
obligations and verify such compliance by signing this Declaration of Compliance .
. The Contractor certifies that it will comply with the Americans with Disabilities Act by:
A. Adopting policies, practices and procedures that ensure non-discrimination and equal
access to Contractor's goods, services and for people with disabilities;
B. Providing goods, services and facilities to individuals with disabilities in an integrated
setting, except when separate programs are req1rired to ensure equal access;
c. Making reasonable modifications in programs, activities and services when necessary to
ensure equal access to individuals with disabilities, unless fundamental alteration in the
nature of the Contractor's program would result;
D. Removing architectural barriers in existing facilities or providing alternative means of
delivering goods and services when removal of barriers is cost-prolubitive;
E. Furnishing auxiliary aids to ensure equally effective communication with persons with
disabilities; and
F. If contractor provides transportation to the public, by providing equivalent accessible
transportation to people with disabilities.
___________ _______ __
The undersigned authorized representative hereby obligates the applicant to the above Sttlted conditions under
penalty a/perjury.
Company Name Signature of Authorized Representative
Address Type or Print Name
Phone Date Type or Print Title
rev. 312912002
AITENTION,: :'CONTRACTORS DOING BUSINESS
WITH THE CITY' OF OAKLAND ' ,
IMPORTANT ,NOTICE OF 'CAMPAIGN
CONTRIBUTION REPORTING
The OakJand Campaign Reform Act prohibits contractors doing business. or
seeking to do business with the City of Oakland, tHe' Oakland Redevelopment
Agency or the" Oakland Unified School' District', from' 'making,' campaign
contributions to Oakland candidates between commencement of negotiatlons
and eithet 180 : ',days after" completlo'n of, ,or ,termination ofj' contract
negotiations. ' , , , '",. ,: . " '
EffeCtiVe Jul.y 27, 1999, if you are a cOntractor doing business' with. or
a proposal to : do business With, the City of Oakland or the' OakIanc£:-'
Redevelopment' Agency, you are required pursuant to 'the City's Campaign
Refqrrn Act to sign an9 date the attached ACKNOWLEDGEMENT OF
CAMPAIGN LIMITS F9RM at the time you. forma'ily submit a
bid, proposal, qualification or'contract ameridmertt.
1
'
The attached ACKNOWLEDGEMENT must be received at the same time,1he bid,
proposal, qualification or contract amendment is submitted. Contracts may not
tie awarded to any contractors Who have ndtsigned In
addition, failure to file this fonn with any proposal 'or submittal subject to section
. 3.12.140 of the Oakland Campaign Reform Act, or filing a false
acknowledgement, shall subject you' 10 the criminal and' civil enforcement
provisions contained in the Act. 'The Oakland Public Ethics Commission is
charged with' enforcement' of the"provisio'flS of the Act. ..
. . '
The City shall keep an list of current contractors availabJe for
inspection. The Campaign Reform Act. Oakland Municipal'Code section 3.12, is
available for your review at the. City Clerk's Office, One Frank Ogawa Plaza, 2nd
Roor, Oakland, CA; ,You· may also access the Campaign Refonn Ad on the
City's websHe at www.oaklandnet.com. ' '
. " .
1 The attached ACKNOWLEDGEMENT is, required for contractorS seekhig to
do business with the City of OakJand and Oakland Redevelopment Agency. For
contracts with the Oakland Unified School District, please contact the Oakland
Unified School District.
245682,
SCHEOULEO
CONTRACTOR ACKNOWLEDGEMENT OF CITY OF OAKLAND CAMPAIGN CONTRIBUTION UMITS
This Is an _ Original_ Revised fonn (check one). If Original. complete all that applies. If Revised. complete
Contractor name and any changed data.
Contractor tljame _______________________ Phone _ ~ __ ~ __ _
StreetAddress ______________ City ______ , Stata _Zip __ _
Type of Submission (check one) _ Bid _Proposal _ Qualification _ Amendment
Majority Owner (If any). A majority owner is a person or entity who owns more than 50% of the contracting
finn or ~ n t i t y .
Individual or Business Name ___________________ Phone_-_-_
Street Address QIty • State Zip
The undersigned Contractor's Representative acknowledges by his or her signature the following:
The Oakland Campaign Reform Act limits campaign contributions and prohibits contributions from
contrac1ors doing business with the City of Oakland and the Oakland Redevelopment Agency during
specified time periods. VIolators are subject to civil and criminal penalties.
I have read Oakland Municipal Code Chapter 3.12. including section 3.12.140. the contractor prOVisions
of the Oakland CampaIgn Refonn Act and certify that Uwe have not knowingly. nor wm I /we make
contributions during the period specified in the Act
I understand that the contribution restrictions also apply to entities/persons affiliated with the contractor
as indicated in the Oakland Municipal Code Chapter 3.12.080.
If there are any changes to the Information on this fonn durlng the contribution-restricted time
period. I will file an amended fonn with the City of Oakland.
Signature
Print Name of SI ner
TO BE COMPlETED BY AlL CONTRACTORS
-'-,-
Date
Position
REVISED 9/15100
"
ScheduleP
INSTRUCTIONS' FOR NUCLEAR FREE ,nrsCLoSURE FORM
On November 8, 1988, the citizens of Oakland adopted, Measure T, which declared the City of
Oakland, to, be, a Free Zone. On December' 6, 1988, the qty
Ordinance No. 11062 CMS, designated as the Nuclear Free Zone Act This otdinatice mandates .
a policy for'the City of Oakland concerning its relations with. companies that knowingly engages
in nuclear weapons :'" " "
Undef this ordinance, the City is restricted :from doing buSiness with professional and consulting
service, :which would be n.. Qrder i9, 'inwlement . ,
this provision, the City is using Nuclear Free Zone Disclosure Foxm .. S to. detenn:ine whether a '
potential service provider to the City of Oakland is in compliance with Ordinance No. 11062.
Once the Form is on file with the Office of Finance, the service provider will be eligrole to enter
into professional or consulting service contracts with the City of Oakland.
Please review the following definitions to deterrt:Dne you or your :firm and/or any of its
agents, subsidiaries or affiliates would be considered nUclear weapons m8k:ers under Oakland's
Nuclear Free Zone Act. ,.'
A ''nuclear weapons tnaicer'" is any entity knowingly engaged in nUclear weapons work .
and any of its agents, subsidiaries or affiliates which are engaged in nuclear weapons
work. If an entity is a nuclear weapons maker, then its controlling owner(s) would also
be clasSified as a nuclear weapons maker(s). However, if an entity is oWned by a nuclear
weapons maker but is not itself engaged in nuclear weapons work, the entity would not be
considered a nuclear weapot;lS maker.
"Nuclear weapons worle" is any work has as its purpose the develbpment, testing,
;m.a.iD.tena:itce or storage of nuclear weapons, the components of
nuclear weapons,' or any or research or of weapons.
f'Nucleat weapon7:J is my device, the wended explosion, of which results from the energy
released by reactions involVing atomic nuclei, fission Or fusion' of Doth. Nuclear
weapon inciudes the of transportiI1g, guidili& tnggerlDg or detonating
the Nuclear weapon also of a nuclear weapon, te., any
device, radioactive or the pnmary intended of ,which is to
contribute to of a nuclear weapon' or be a part a 1:luc1ear weapon.
'.' ;
'pt the event a firm or individual is Ull8hle or Uri*nmng to submit Free Zone DiscloSure
Form. -8, said firm or individual would be considered a nuclear weapon maker and therefore
restricted from entering into a contract with the City of Oakland. S1}ch fum or individual has
the to have this restriction reviewed The review process will initiated once the Office
of Finance has been requested to do so by the restricted :firm or individual.
The resmcgon a.ga.inst cont!acting with .a nuclear maker may be if the ,City
Council detennines, after public, hearing, that a specific contract is essential· to the proper
functioning of the city government and that no reasonable. altemative exists.
Revision 7130101
Original form should be retained in the ,project file and a copy to be included with the contract documents submitted to the City
'
'-" .--,_._-._---
ScheduleP
CITY OF OAKLAND
NUCLEAR FREE ZONE DISCLOSURE
FORM-S
I, _____________________ -.:1., the undersigned, a
(Name)
__________________________ of __________________________ _
(Title) . (Business Entity)
(hereinafter referred to as Business Entity am. duly authorized to attest on behalf of the business
Entity)
1 Neither this Business Entity nor any of its subsidiaries, affiliates or agents engages:. in
nuclear weapons work or anticipates entering roto such work for the duration of its
contract(s) with the City of O ~ a n . d . .
II. The appropriate individuals of authority are cognizant of their responsibility to notify the
Office of Finance of the City of Oakland if the Business Entity or any of its subsidiaries,
affiliates or agents subsequently engages in nuclear weapons work.
I declare that the foregoing is true and correct to the best of my knowledge.
Q)ate)
(Signature and Name)
(Name of Business Entity)
(Street Address)
(City, State and Zip Code)
(Name afParent Company)
Revision 7130/0]
Original fonn should be retained in the project file and a copy t ~ be included with the contract documents submitted to the City
Clerks office.
-! ". :. ,-
COlv.lPLIANCE CO:MMITMENT .
AGREEMENT
________________ ____________________
..
certify that I have read the City of and Redevelopment Agency
Local/Small, Local Business that the
pertinent I have' achieved, the goal of 20%,.0£ which at minim:um has
been allotted 'to Local Busirtess EnterpriseS (tBE); 'aild'10O/o has been· allotted to
Small Local Business Enterprises (SLBE);' and that 200/0 of the total trucking
dollars have been allotted to certified (Oakland) Local Truckers. In the event that
these goals not been . acl}ieved, I understand that my bid will be
non Tesponsive. . . ' . :.1 . . .: " .. ". ,"
" '
(SIGNATURE) (TYPE NAlv.1E & TITLE)
,
AFFIDAVIT OF NON-DISCIPLINARY
OR INVESTIGATORY ACTION

I certify that the EEOC, DFEH or the OFCCP has not taken disciplinary or investigatory
action agalnst the Firm. If such action has been taken, attached hereto is a detailed
explanation of the reason for such action, the party instituting such action and the status
or outcome of such action.
I declare under penalty of perjury that the foregoing is true and correct to the best of my
knowledge.
Signature Date
In witness whereof, the undersigned has executed this instrument this _____ _
day of _____ --=-,
(Signature)
(Title)
(Name of Firm)
(Street Address)
(City, State and Zip Code)
Subscribed. and sworn to before me this __ day.of
Notary Public
My Commission Expires
Confirmation of·All
: Pa.rticipating ,Firms
. NOTICE:
Effective inunediate1y, Prime shall l;Je required·to submit Schedule W
"BidlProposal Confirmation" along with cOpies of aU sub bids received 'for ALL &ted
subcontractors no later than 48 hours, not including Saturdays, Sundays and legal holidays,
following bid Opening. of the form be .photocopied can be
obtained from Contract Compliance and Employment Services, 250 Frank H Ogawa
Plaza, Room 3341.
1,
________________________________
(Name)
(Company)
dO hereby certify under penalty of petjury that I have provided a bid· for
(Project Name)
The bid amount quoted was $ _________________ _
(Signature) (Date)
ScheduleW
(rev 8-19-02)
-----.. _---
PURPOSE
OAKLAND APPRENTICESHIP WORKFORCE
DEVELOPMENT PARTNERSHIP SYSTEM
!
OAWDPS is a program with: a policy requiring contractors to meet a 15% partic;ipation resident
apprenticeship hire goal that is based on total hours worked and on a craft-by-craft basic. The hours
worked may be performed on City of Oaldand projects, or 7.5% of the 15% hours worked may be
performed by residents apprentices on a non-City of Oakland or Oakland Redevelopment Agency
projects.
VISION STATEMENT
"Establish an Apprenticeship Workforce Development Partnership that would increase Oakland
residents, preparation and part;icipation on Public Works and Redevelopment Agency construction
projects while building a stronger labor force that reflects the diversity of Oakland. U
To ACCOMPLISH GoALS! OEJECTIVES
• Review and follow the incentive and punitive guidelines:
• ~ t t e n d and actively participate in the pre bid conference and participate m the section on "City
of Oakland Apprenticeship Workforce Development Partnership System (OAWDPS)".
• Review the " Helpful Hints Table of Contents."
• Review the Apprentice Utilization Plan Form.
• Contact the City of Oaldand Contract Compliance and Employment Services at (slO) 253-7353,
if additional assistance is required.
• Review the directory "Where to find an Oakland Apprentice."
.. The successful bidder (contractors) and all subs contractors are required to attend the Post
Award meetings. .
• Submit the filled out Apprentice Utilization ,Plan Form at the Post Award meeting.
• Submit the City of Oakland Certified Payroll Fonn 5 days following payday.
- 1 -
OAKLAND. APPRENTICESHIP 'WORKFORCE
DEVELOpMENT .'.
HELPFUL HINTS TABLE OF CONTENTS
nefmitions:. :
Goals! Ol)j ectives
See sections: 3.1,3.2. -3.4,3.5&3.6
General Provisions
See sections: 1-7
Apprentice' Utilization' Plan' ,
See sections: 1.1-1.7
'j t·
Changes to the Utilization Requirements
Apprentice Utilization Report
City ofOaJdand Certified payroll will provide this infmmation for report.
,Utilization Compliance,
& Employnient moiiitoriDg . , .'
See secUODS 1.3 . !. : ' .'
Apprentice VtUization Plan Fonn
Post Award document
City of Oakland Certified Payroll .
Utilize this form to report workforce information to the City; weekly
. .
Incentive·and Punitive Guidelines
Apply these guidelines in order to achieve the 15% policy
"Where to find an Oakland Apprentice"




Joint Apprenticeship TraiJJ#lg Committee's (JATC)
City of Oakland Local Construction Employment Referral Program (LCERP) .
Pre Apprenticeship Training Programs
CommunitY Based Organizations (CBO's)
, .,
'34
f:
,.
'4-6
-7-8
8

9-10
10
11
12-13
. is-25 .,
• Effective May 30,2000, the Oakland City Council authorized the Manager to include the incentive and punitive guides with the .
15% Apprenticeship policy. A complete copy of the lS% policy including the incentives and punitive guidelines attached to
specifications.
-2-
=--··a·· ......
'.'" .... -to "" ': a; ... ' _____________________________ _
"- ," .... , -
OAKLAND APPRENTICESHIP WORKFORCE
DEVELOPMENT PARTNERSHIP SYSTEM
I. VISION STATEMENT
"ESTABLISH AN APPRENTICESHIP WORKFORCE DEVELOPMENT PAR.1NERSHIP THAT
WOULD INCREASE OAKLAND RESIDENTS' PREPARATION AND PARTICIPATION ON
PUBUC WORKS AND REDEVELOPMENT AGENCY CONSTRUCTION PROJECTS WHILE
BUILDING A STRONGER LABOR FORCE THAT REFLECTS THE DIVERSITY OF OAKLAND.n
II. DEFINITIONS
1. Apprentice - An indiyidual who is registered with an apprenticeship program approved by the
Division of Apprenticeship Standards (DAS).
2. Apprentice work hours - Shall mean the work hours required to be worked by apprentices on the
Public Works project.
3. Apprenticeship Coordinator - A:n. individual who supervises apprenticeship-training activities.
4. Apprenticeship Pathway System (APS) - A K-14 instructional design incorporating career
awareness! exploration at the elementary school level. During the secondary school years,
apprenticeship programs in partnership with the City, schools, etc. will focus on Teaching
Attitudes, Skills and Knowledge (TASK); competencies derived from various trade programs.
Post secondary school youth and adults will be provided with opportunities to participate in
selected Construction Pathways at Laney College, Cypress Mandela Training Center, a model,
Community Based Organizations or by becoming a registered apprentice.
5. Bay Area Construction Sector Intervention Collaborative (BACSIC) - A coalition of commUDity
- based organizations, union representatives and apprenticeship coordinators partnering to
provide necessary support services to assist job seekers in obtaining employment in the
construction
6. City - The Mayor, Oakland City Council, Oakland Redevelopment Agency and City Manager or
designee with regard to this system.
7. Community Based Organization (CBO) - An agency created to provide training! employment
assistance to job seekers.
8. Construction Pathway System - A K-14 instructional design in which studentsl adults are
introduced to the tools, materials, processes and safety training aspects of the building and
construction trades.
9. Contractor - The individual, partnership, corporation, joint venture or other legal entity entering
into a contract with the City.
-3-

OAKLAND APPRENTICESHIP WORKFORCE
DEVELOpMENT pARTNERS,HIP SYsTEM '
• •. : • • I
10. Developer - A person or entitY 'who prepares real property fOr development"ar redevelopment.
. ll. Local Construction Employment Referral Program (LCERP) - The Employment serVices Unit
of the Office of the Citt Oakland residents for employment on City
orOakland. and oaidand .Redevelopment Ageilcy. consn:uction ProjectS. ..,.
12. D.iYision.of (nAS) - A.state·agen<& responsible fat apprenticeship in
California.' . . :.'
13. Public Work Contracts - Any construction, altetation, demolition, or repair work. done under .
con1;ract and paid for in.whole or in part out of public funds or·by a who receives City
sUbsidy, be "it :financial Or dtherwiSe.' .... ..'
14. person whose primary residence is in Oakland. This individual must have .
eStablished residenCy at' least· six (6) months prior to commencement of work by the
contractor/subcontractor.
IS. . . Service Delivery System - A 'collaboration of organizations working cooperatively under a
of understanding to coordinate their services to recruit; assess, counsel, train, and
local residents "for entrance into a state approved apprenticeship program, andlor
16.
17.
in the bUilding and construCtion trades. .
Subcontractor Any and' au parties with:whom'the developer and contractor intend to enter into
a. contract to a of any of
Work hours - Sluiu mean the total of workers' receiving ali hourly who are directly
. . employed under the contract. "Work sball include hoUrs performed by workers employed
by contractor and all subcontractOrs working under' the contract. "Work hours" shall exclude
'hours' worked by superintendeil"l:$, oWners' 'and workers who ire not subject to prevailing wage
'. requirements." " " '.
m. . GOALS/ OBJECTIVES
. 1. Establish a 'City of oaklalid Apprenticeship W aMorce Partnership
Advisory .
1.1 The advisoIY committee will consist of 17 members haVing equal representation with Ad
Hoc participation. Of that amount 3 will be goverinnent. 3 businesses, 3 unions, 3
communit}t-baseeJ 'organizations, 2 educational inStitutions and 3 from the Apprenticeship
. Coordinatc;rs AssociatioliS; . .
1.2 Appointinents to the advisory committee will be made as followS: Government to appoint
3 Representatives, to appoint 3 representatives, unions to appoint 3 union
representatives and 3 . apprenticeship repreSentatives, BACSIC· to appoint 3
of the CBO' s and institutions to appoint 2 representatives;
.. 4-
-_... . .. __ .- -'---
____ _

OAKLAND APPRENTICESHIP WORKFORCE
DEVELOPMENT PARTNERSHIP SYSTEM
.1.3 Develop a memorandum of understanding among all partners to establish clear
goals in a manner that will protect the vision of the City of Oakland Apprenticeship
Workforce Development Partnership System. Specific goals/objectives are described in
#2 &#3; .
1.4 Develop (and then implement) an overall funding plan that will include both public and
private funding sources to support the efforts of the Advisory Committee, Construction
Pathway System and the Service Delivery System, as defined in this document;
1.S To ensure the ·effective eStablishment of the City of Oakland Apprenticeship
Workforce Development Partnership System, it is imperative that community based
organizations (CBO) be intimately involved in the implementation of all of the necessary
support sezvices. The BACSIC collaborative, of which the Cypress Mandela Training
Center is one of the members, must be seen as a primary source for implementing these
necessary support services. Therefore, the advisory committee will work witb..BACSIC to .
achieve all of the goals outlined in this document.
2.· Promote recruitment activities in educating! orienting Oakland residents for various
apprenticeship programs.
2.1 All stakeholders support the development of the Construction Pathway System. that offers
career awareness and exploration of apprenticeship that includes an introduction to the
tools, materials, processes and safety training aspects of the building and construction
trades.
2.2 Develop an Apprenticeship Resource Center (ARC) in partnership with the City of
Oakland, the Bay Area Apprenticeship Coordinators Association (BAACA), Peralta
Colleges, Oakland Public Schools, employers, organized labor and Corinnunity Based
Organizations (CBO) including the Bay ·Area Construction Sector Intervention
Collaborative (BACSIC).
3. Prepare policies that require on-the-job training (OIT) and related classroom training of
apprentices.
3.1 Develop a policy that requires contractors to employ apprentices from apprenticeship
programs, approved and registered by the State of California; Division of Apprenticeship
Standards with a demonstrated record of training and successfully graduating apprentices
3.2 Adopt and then enforce a policy that states .... "in no case, shall the ratio be less than one
hour of work perfonned by an apprentice for every five hours of work performed by a
Journeyman;" Where craft ratios differ, the ratio shall conform with the Building Trades
ratios identified in the Bay Area Apprenticeship Program ratio; (See Exhibit A)
. i :.
.....
•...
3.3
3.4
."' :'.
OAKLAND APPRENTICESHIP WORKFORCE
pARTNERsHIP·sYSm1 .' .
adopt a that dUring the 'of the project, the
contractor shall not .. $e trade's. ratios.)dentified in the Bay Area
.. Apprenticeship Prpgrams: (see. :axhibit. A), contractors' I:esponsibility under
California Labor .Semi,on 1777.5 .shall apply:' ...
. .. . , ... , ...
Develop a realistic policy that incorporates an incentive system punitive system in
monitoring projects in
3.5' a and ORA conti-acts) that increase
Oakland residents preparation and participation in" the construction industry. 'The policy
. _ . provides for· the. for a 15% hire goal, based on total
. wotk hottrs an4 a baSis, to b.e by. residents. Further
the. policy will allow contraCtors to apply yvoik hams be performed by
apprentice resident hire goal in two ways: '
, , ,
a) , 15% of total work hours be performed by apprentice resident bire' an Public '
Works or ORA contracts, or
b) . 7.5% of total work hours be performed by apprentice resident hired on Public
Works 'or ORA contracts, and 7.5% of total work hours' be performed by
apprentice resident hired on non-Oakland contracts.
may be to as ,in $ectioD' VI, "Changes to the'
. Apprentice In no case shall a ccri;¢taCtor be required to
displace any of their current registered apprentices to comply with m, paragraph
,3.5 of, Workforce Devel.opJ;nent Partnership System. Total
utilization and 'date shall by the City in
qpa]ifying cmrent registered·appre;Q-tic,es.· .' " ...,'" ' .
. ,
3.6 Develop' and adopt a policy that will allow: Public Works 'ORA 'contractors to utilize
the Oakland Service Deiivexy, which includeS'the City's LCERP database for refmrals of
·Oakland residents to state
t··' '.
-6 ..
OAKLAND APPRENTICESHIP WORKFORCE
DEVELOPMENT P ARTNERSBIP SYSTEM
IV. GENERAL PROVISIONS
1. The City has determined that there is a need for increased Oakland resident training and
apprenticeship opportunities in the construction industry and that a diverse and well-trained
workforce is critical to the economic as well as social revitalization of the region.
2. In establishing requirements for the use of apprentices on the project, it is the City's intent to
encourage the training and promotion of Oakland resident apprentices to journey level status.
3. The City shall require its developers and contractors to abide by the City's Apprenticeship
Workforce Development Partnership System. The City shall also require that the developers and
contractors require the provisions of the System on any and all parties with whom the developer
'and contractors intend to enter into ·a contract to perform any portion of said work.
4. The Employment Services Unit and the Office of Contract Compliance will actively participate
in the compliance monitoring of the System with the Collaborative group and will report to the
City Manager on the status of all Public Works and ORA contracts.
5. The Apprenticeship Workforce Development Partnership System, including the Bay Area
Building Trades Apprenticeship Programs Ratio (Exhibit A), the Apprentice Utilization Plan
form (Exhibit B) and the weekly Apprenticeship Utilization Form (Exhibit C), required by the
City and Redevelopment Agency shall be incorporated in all Disposition and Development
Agreements (DDA) and contract specifications. The developers or contractors shall use the
system as established and approved, to be a part of all sub-contracts, regardless of tier or phase
under the contract. The Apprenticeship goals set forth must be maintained for the duration of the
~ ~ .
6. On Public Works and Oakland Redevelopment Agency projects, contracts with an estimated cost
of $15,000 or more, the Contract Compliance and Employment Services Manager is authorized
to require of the developers, general contractors and subcontractors through bidding and contract
documents, that at least 15% of the tota11aboI hours on Public Works and ORA projects, based
on· the awarded contract price be performed by Oakland residents as apprentices, enrolled in a
registered apprenticeship program approved or recognized by the State of California Division of
Apprenticeship Standards. Further the policy will allow contractors to apply the. 15% of total
work hours be performed by apprentice resident hire goal in two ways:
a) 15% of total work hours be performed by apprentice resident hire on Public Works or
ORA contracts, or
b) 7.5% of total work hours be performed by apprentice resident hired on Public Works or
ORA contracts, and 7.5% of total work hours be performed by apprentice hired on non-
Oakland contracts.
..7-
..... -........... ,-, -----
v.
..
OAKLAND .,ApPRENTICEsHIP WORKFORCE
DEvELOpMENT PARTNERSHIP sysTEM· .
7. The Advisory 'Comnlittee has' the opportunity to' dErtermine situations which the requirements
of Section m paragraph 3.5 and Section IV. Paragraph 6 may be waived or lowered for specific
contracts. . , ..
APPRE.NriCE UTU.tIZATIONPLAN ,
. ....'... . ..
Post Award Meeting ,
1. . At the post aWard.meeting the contractor shall to the City, a comprehenSive plan outlining
.. how the apprentice .utiliia:tiori reqwrements will be met on the total contract· work hours. 'The
plan sh8n mclude' the' folloWing information, oli'a form to be provided"by the Cityl System
Advisory B). .
1.1
. .
A list of an tradeslcra:fts to be used on the project, including a.tL estimate of work hours by
each trade/craft 8.nd the total hours to be used;' .
. , . .
of the number of apprentices for each trade/craft to be used on the ,project;
.. 1.3 An estiDUlte' of ilulnber of apprentice work hours and percentage to be used by each
tradelcraft oli the project;
1.4 IuJ. of .the percentage of apprentice work hours to be used by each trade/craft.
The percentage of apprentice work hours must be used oil the estimate of total work
hours'by
,I .'
1.s . .. start date for each
i.6 A'description of efforts·the 'contractor intends to· make to ensure that the apprentice
utilization are met;
1.7 .. A of any assistance the contIactor believes will be necessary from the City/
... '. . SYstem AdVisory Committee to Died the apprentice utilization requttem.ent and goals.
2. . . the ril proVide ·qsistance by providing an apprenticeship applicant database and available
fot recrUitlljg qualifying apprentices. Apprentices shaiI' be dispatched work in
witb.1:he rules of appr<?ved apprenticeship·programs.
-8-
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~ . OAJA1J\nS\\.---____ _
' ~ ' U m '-----------------...... -------------
OAKLAND APPRENTICESHIP WORKFORCE
DEVELOPMENT PARTNERSHIP SYSTEM
VI. CHANGES TO THE APPRENTICE UTILIZATION REQUIREMENT
(1) If, during the term of the contract, the contractor determines that it will be unable to meet the
apprentice utilization percentage required, the contractor may make a written request to the City
to reduce the required apprentice utilization percentage.
The request shall include documentation of the contractorts efforts to use registered apprentices,
including 'copies of correspondence between the contractor and the approved apprentice
programs, union locals, and others. These documents must demonstrate that an inadequate
number of apprentices are available to meet the required apprentice utilization percentage.
(2) The City shall evaluate the request and if appropriate, a change order shall be prepared reducing
the required utilization percentage. If the City detemrlnes that a reduction in the required
utilization percentage is not justified, the City shall communicate the decision in writing to the
. contractor. The City's determination shall be communicated to the contractor within 30 days of
receipt of the request.
vn. APPRENTICE UTILIZATION REPORT{Submitted Weekly)
1. The developer or contractor, and their sub-contractors must submit to the City, weekly
Apprentice Utilization Reports for all crafts covered under the System provisions. The report
must be submitted with the weekly-certified payroll records withln five (5) working days of the
end of each payroll period. .
2. The contractor shall be responsible for reporting apprentice utilization data required by the City
beginning with the first day of work for each apprentice and journey worker. The contriLctor's
. first weeldy submittals are due along with the weekly-c.ertified payroll within five (5) working
days of the end of each payroll period.
3. The contractor shall report the following information on each apprentice (on a craft by craft
basis):
c) Apprentice's Name;
d) Social Security Number;
e) Home Zip Code;
f) Employment status: new hire or existing staff;
g) Trade/Craft;
h) State apprentice registration ID NUJilber,
i) Program sponsor and/or hiring source;
j) Apprentice progression period of percentage;
k) Work hours for reporting period;
1) Total work hours and number of apprentice employees for reporting period;
m) Total apprentice work hours and number of employees to date;
n) Summary infonnation as noted on the form.
-9-
OAKLAND APpRENTICESHIP WORKFORCE
.. . . .. .
DEVELOPMENT
4. . The contractor shall infonna1;ion. on journey...level employees (on a by
craft basis): . .. .

4.2
4.3
... 4.4
4.5
. .'
Wark hours f{)r"reporting perioQ. for each trade/craft;
. Totaljoumey level hours for each trade/craft; .
Total work hours and number of joumey level employees for reporting period;
. level work number to date; "' ..
Summary information as noted on the reporting form.
s. . .... The . c9¢r8.ctot shall. such may' be requested by. ilie . City to verify
compliance with the apprentice utilization requirements of the contract. The City reserves the
.' . : .. ' right to· add, . delete tor change a& infoID;lation requjred by th.e contractor on the
Weekly Apprentice Utilimtion fonn·(see Exhibit C).
VIll. APPRENTICE-UTILIZATION COMPLIANCE· & EMPLOYMENT
MONITORING
1. The City shall verify the. regi$'atioJl of each apprentice used on the project with the
apprenticeship programs and DAS .
. . . :.
2. The City shall monitor data' provided by the contractor. In the event
that.the is deficient in the use of apprentices, the City will .meet with the contractor to
discuss the reasons for the deficiency and help the contractor a. written plan for meeting
the requirement
3. The City will make' routine visits ·to the project site for. the purpose' ·.of cOnfirming the use of
appI¥lltices. . ..
-10 -
-_ .. _- .. __ .. _-------
City of Oaklandl Apprenticeship Workforce Development Partnership
Apprentice Utilization Plan Form (Fax to 510 .. 238·3258 City of Oakland's Local
Employment Program)
Project Name:
ORDA Project #:. __ _
Contractor Name:----------
PWA Project #:. ___ _
Phone #:
Fax#:
Mailing Address:
Tradal Craft
(For Contractor
and All SUbcOntractor)
------------------
------------------
Estimated
Total Labor
Hours
Estimated
Number of
Apprentices
Estimated
Apprentice
Hours
Estimated
Apprentice
%
TOTALS:
II II 1c=J
... REQUIREM-E-N-T---
Provide a desCription of how the Contractor Plans to ensure that the Apprentice Utilization
requirement on the project '!'fill be met:
Provide a description of any assistance the Contractor believes Is necessary from the
City of Oakland to meet the requirements and goals of the apprenticeship program.
-11 -
Estimated
Work
Start Date
ICity of O;.dand Ce;Hfted. Payr-;;nForm
This·page intentionally left blank
j.
I .
- 12-
!
I Ci;; ~ f Oakland Certified PaYTOn Form
.This page intentionally left blank:
~ .
-13·
o
OAKLAND APPRENTICESHIP WORKFORCE
DEVELOPMENT PARTNERSHIP SYSTEM
INCENTIVE AND· PUNITIVE POLICY
I. contractor shall provide timely copies of ali infonnation (i.e. work force
projections, pennaDent and workforce data)· to the City. On a quarterly basis, the City will forward a
copy of the compliance status report to contractors and subcontractors withln 30 days of the end of each
quarter. The compliance status report will inform the contractor and or subcontractor o{the current
status of apprentice hours within that given quarter as indicated in City records. The oontractor or
must confirm or reject the City report within 30 days of receipt of the compliance s:tatns
report. This reply will detail those areas of disagreement and the contractor shall submit evidence to .
support the challenge. The City will dther revise or reaffirm its earlier report in writing to the contractor .
and or subcontractor withln 30 days. Provided the above has occurred, the compliance status .report will
reflect who is deter.mined to have deficient Oakland resident apprenticeship hours. The contractor or
subcontractor is expected to develop a timely plan to remedy any deficiency. of any
shortfall hours, as described in (OA WDPS) Section V, paragraph 1 (the non-compliance notice), will be
given to the affected contractors and/or subcontractors as a final reconciliation within thirty (3D) days of
completion of the final inspection of the affected work by the City.
IL This policy will only apply to City of Oakland funded construction projects, where the total cost of the
accepted bid for the project is $15,000 or more.
On Oakland City Projects, the. City will provide notice, either in the bid advertisement or at a pre-bid
conference, of the requirements contained in the Workforce Partnership.
System, or in whatever other contracting process it utilizes to award work. AD contractors,
general contractors and subcontractors at all tiers, must attend the post-award conference With the City,
for the specific pUIpose of covering the Oakland Apprenticeship Workforce Partnership
System. The "Apprentice Utilization PIan Form" will be distributed at the pre-bid conference. The
successful bidder will be to bring the completed Apprentice Utilization Plan Fonn to the post-
award meeting. .
. m. A Waivers - The City will not impose non-compliance status under any of the following conditions:
1. Pursuant to Section m, paragraph 3.5 which states that "In no case shall a contractor. be required to .
displace any of th8ir cummt registered apprentices to cOmplY with the Apprenticeship Workforce
Development Partnership System"; . . .
2. Contractors or subcontractors, in compliance ·with their respective collective b.argaining agreements
(see attachment), request the dispatch of Oakland resident apprentices (by a "Job
Request and Refexral Form" as defined in the post-award meeting) and zero Oakland apprentices .
are available. This waiver applies to apprentices hired that time and not to any
hiring of apprentices; .
- 14-
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", .. ____ __

OAKLAND APPRENTICESHIP WORKFORCE
DEVELOPMENT P ARTNERSIDP SYSTEM
3. When a contractor executes a project in compliance with an apprentice utilization plan negotiated
with the City, whicli plan takes into account the number of hours on the job, the scheduling of
workers on the project, safety, dollar amount of the contract, employment of Oakland resident
apprentices on non-City projects and the contractor's utilization of core employees or journey
persons is consistent with the craft's minimum journey person/apprentice ratio requirements.
A core employee is one who:
(1) possesses any license required by state or federal law for the project work to be
performed;
(2) has worked a total of at least one thousand (1,000) hours in the construction craft during
the prior three (3) years;
(3) was on the Contractor's active payroll for at least sixty (60) out of the one-hundred eight
(180) calendar days prior to the contract award;
(4) has the ability to perform safely the basic functions of the applicable trade.
4. When safety is an issue. Pursuant to Labor Code 1777.5 Section k-4, where assignment of an
apprentice would create a condition that would jeopardize the apprentice's life or the life, safety,
or property of other employees or the. public at large, or the specific task to which the apprentice
is to be assigned is of a nature that training cannot be provided by a journey person.
5. When hours lost are due to an excused absence, not greater than one week in length, issued to an
Oakland resident apprentice, and the Oakland resident apprentice is able to return to the job.
6. When an Oakland apprentice is on the job and has to leave that job site to attend mandatory
classroom training, a waiver certificate will be issued for the number of hours that would have
been worked by that Oakland apprentice. The certificate will be issued if the contractor re-
employs, or accepts back to the job site, the same apprentice, or if the job has been completed
during the absence. Where the apprentice returns to the job and is not employed
although the job is still ongoing and there is no issue of safety or other City approved reason why
the apprentice should not retum to work, the employing contractor will not receive credit for
hours that would have been worked by that Oakland apprentice.
7. When an Oakland resident apprentice employed on a City project is absent, for a period not greater
than one week, from work for reasons not related to actions by the contractor.
- 15 -

.
DEVELOPMENT P ARTNimsliIP. SYSTEM", .
: . . ...• . . .: i .. : . . . ,', .
IVo; .. ,. ,Banking Surplus Hours: To encomage early l:Uring and long-term retention of Oakland resident
.' the City Will give a 'coniractor crecilt both: for Oakland resid:ent apprentice hours worked on
. ' a project foI;' appientice hours exceecliJ:ig 15% 'on City work, for the six-
. month .the start of a City- applied up to 50% '
oi"the 15% OakWid resident hire goat (ie., 7.5%). The' give credit for banking
will be'made at the post-award coDrerence and must !be' Supported by certified payroll documents
acceptable to the City, and will be included as a component of any waiver certificate.
v. Non-compliance: For non-compliance with OA WD;PS requirements, the following conditions/penalties
will apply:' , .
2.
3.
4.
Notification: Provided ali necessary data has been receiVed. by the City,' and reconciled with
contractors an4 at the conclusion of a project, the City will certify if contractors
or subcontractors' worldIi.g on the project have complied or have liot· complied with the
with Section I.
Satisfying Non-compliances: If the City determines that a contractor or subcontractor has not
.complied, it will notify the 'or subcontractor in Writing of the shortfall hours, on a craft
by craft basis.' The number of shortfall hours will be multiplied by a factor of 1.5. From the time
'of written:' notice of non..eomplliinte, the nQn-compliant contractot ot subcontractor will be
allowed six months to work off these hOurs by' employmg Oakland resident apprentices for the
. affecte;d craft on any otl1er non-City project, or by applying banked hours. In the evenrthe
contnictor or subcontractor is Uliable to achieve the work'hours to eliminitte the penalty, the
ccinti:a.ctor or SUbcOntractor inay make a request in writing for an extenSion not to exceed six
mpnths,. such that the total time allotted dges exceed a twelve-month period. Each request
revieWed on a baSis' and· 'will only "be cOnsidered' where the
. contIactor evidence of to .. Shortfall hours Within the
.9ngm.I six-month period. The City Will review. on a . case bauds afld reply within 30
days. The CityW1ll'hold peDalty doJIars until the.ShortfalJ."has satisfied.
• ., .' • .:" '0' : .,.. .' ••
Eligibility For CertificateS: buring period, 'non"compliant
contractors or subcontractors will remain eligible for waiVers as stilted in Sectton m
., . : .. .
. Forfeiture of Penalty Dollars For Contractors: If after the six-month (or approved extension)
perIod, a nori-coinpliarit priine contracto,: or subcontractor has not worked off the hours
refenmced above, the peD.alty held' by the City will be forfeit and, the contractor·'s· or
subcontractor's name will be published on the Cio/ forfeiture list at that time.
-16 -
...... - .... -._. -----
..... ,J
____ __

OAKLAND APPRENTICESHIP WORKFORCE
DEVELOPMENT PARTNERSHIP SYSTEM
5. Prime Contractor's Release From Shortfall-Hours Penalty Dollars For Subcontractors: In
instances where the subcontractor's shortfall-hours penalty exceeds 50% of the total project
shortfall hours penalty, the City will· consider releasing the prime contractor from the
subcontractor's penalty responsibility only after the non-compliant subcontractor has entered into
a memorandum of understanding (MOU) with the City for penalty resolution.
6. When a subcontractor has previously been found delinquent for apprentice hour obligations on
previous City contracts, and was listed on a City of Oakland public forfeiture list for such
delinquency at the time of the pre-bid meeting, the City may not release the prime contractor
from the' subcontractor's penalty responsibility.
7. Calculation of Penalty: The penalty would be based on number of non-compliant hours (as
established in Section V. paragraph 2) multiplied by lowest period of the affected craft's
apprenticeship wage rate at the date of penalty assessment. In the event that a contractor is on the
City of.Oakland's folfeiture list at the time of the pre-bid meeting, subsequent violation of this
policy will result in a doubling of the penalty.
VI. Removal From The Forfeiture List. The City shall remove a Contractor from the foIfeiture list under
either of the following conditions:
1. A period of three years has lapsed since the City placed the Contractor on the forfeiture list and
the Contractor has not subsequently been found in violation of the policy and has satisfied all
penalties; or
2. The Contractor has satisfied all penalties and has worked City of Oakla.n.d resident apprentices
four times the original shortfall hours on other projects, and provides satisfactory evidence of
such work to the City.
March 24,2000
- 17 -
• 0
}\AUmUQ. . '. ' ....
-':'.
OAKLAND APPRENTICESHIP WORKFORCE
'" '.' ."..
DEvELOPMENT .'
" . ' ...
.. of'
I , •
" . . '.
. ... ' ..' .
. I
. : ..
. .. ' ' ... '. ,e to fJ-'" '.
. .... .,.ll)cy . .'
". ....:..s
.
• I··.·.
. sa
m
. . ,
. I
'. .
. .
-18 - .
..... -_ .... _- --.- ... _---
-_._-.-------
Joint Training Committee's lJATC}
TRADES CONTACT NAME ADDRESS CITY/COUNTY PHONE

PERSON
Automotive Trades Coordinator Robert PelJetaire 8130 Baldwin Sf. Oakland. Ca.94621 510-569-8450
Boilennakers notiUe Otis Edwards 2191 Piedmont Way Pittsburg, CA 94567 (925) 427-4123
1=-:-:-:-----
John Fewlns 8400 Enterprise Way, OakJand, CA 94623 (510) 632-3221 Bricklayers no title I

Room 122
-
Carpenters Director John Bullock 2351 Santa Rita Road Pleasanton, CA 94568 (92S) 462-9643
-
Carpenters Coordinator Joe Richardson _ 2351 Santa Rita Road Pleasanton, CA 94568 (92S) 462-9646
--
Cen-:-ent Masons no title Arthur Moffitt 2350 Santa Rita Road Pleasanton, CA 94566 (510) 484-2273
Communication Technicians Program Karin Hart 46716 Fremont Blvd •. Fremont, Ca. 94538 (415) 467-8569
Coordinator
-
Communicatio-n Workers' of Program Karin Hart 46717 Fremont Blvd.
Fremont, CA 9454-1- ---- (5"10r 6S7:S82!f·· ..
America JATC Coordinator
Culinary Workers Director Joan Ortega 761 Market Street, SUite San Francisco, CA 94104 (415) 989-8728
'=--._----.
1066
Orywallllathing Training Director Darrell Lawrence 23218 Kidder Street Hayward, CA 94545-1634 (S10) 785-5888
Coordinator Dan Burchfield 23218 Kidder Street Hayward, CA 94545-1634 1(510) 785-5888
Electrical Training Director Greg J. Arcidiacono, 1256 Muir Road Martinez, CA 94554 (925) 372-7084
BectriCaI
- _. - -- ----._.
Apprentice VICTOR UNO 3033 Alvarado Street
San Leandro, CA--S457B-- (925) 372':708!f'
Coordinator
--.
Electrical Training Director Jack Buckhom 1701 Corby Ave", Suite Santa Rosa, CA 95409 (707) 523-3840
F
Electric8i-- --
no title Dan WhooJey 55 Fillmore Street San Francisco, CA 94118 (415) 431-5853
Electrical Joint Apprenticeship Coordinator Deane Rader P.O. Box 4241 Vallejo. CA 94591 (707) 552-6418
Committee
Electricians Training Director Ron Raymond 909 Bern Court San Jose, CA 95113 (408) 453-1024
Floor Covering no title Richard Suarez 1034 West Maude Ave., Sunnyvale, CA 94088 (408)
- .. - .
--.---
#603
Glaziers Apprentice Bonnie Henriquez 2660 -NeewhalJ St. # San Francisco, elf 94122--' (41Sr543-B4B4-- .
Glaziers---
Coordinator 100
no title Rich Mora 2103 Almaden Road, San Jose, CA 95125-2105 (4oB) 266-1305
Suite #102
I
nlaziers
--
Training AI Thomas 8400 Enterprise Way. Oakland, CA 94623 (510) 430-1361
Coordinator Rm#118
InsulaUon Industry
no title Hans Siebert 1 Harbor Bay Alameda, CA 94502-6560 (510) 169-4201 ,0
Parkway, Suile #222
'.
- 19-
Ironworkers no title Harold Evans 3591 Thomas Road Santa Clara, CA 95056 (408) 988-5514
Ironworkers Coordinator Jim Hood P.O. Box 281229 San Francfsco, CA 94128 (650) 952-3497 o
--_ .
. Ironworkers no title . Mr • .Dick Zempa. Jr. 313Q Baystiore' Road Benicia,. CA 94512 (707) 7
laborers John· Austin John AusUn 1.001 Westside Drive San Ramon. CA 94583· . (925) 566-0859
. ·O.E. Local #3 ApprenUceshlp Coordinator . CepJ1us Terrell . 1620 South loop. Road. Alameda, CA 94503 (510,.
Program
.' .
Paintets & Tapers no title RodheyReclus ; 6 Thomas Mellon·Circle. $an.Franc,lsco, CA .. . (415) 656-1129
#105
.
Painters & Tapers J.A.T.C. notitla' . Peter Germenls . 6677 $1, 3rd Daly City, CA 94016 (850) 301-1603
Floor.
" - ;
& Decorating. Aj;prentioe . NO NAME GIVEN 600 Roble . Pinole,. 94565 (510) 724-3203
Coordinator
'. . .
..
Plastering Industry no Htle
..
Robert Noto - 13-2 Staellte St., 5 San Francisco. CA 94081 (650) 827
Plumbers no titre Dan- Kennedy 1624 Market Street San FranCisco. CA 94105 (415) 626-2002
Plumbing no title DsIS. Will burn 936 Detroit Ave. CA (5i0) 686-0731
& Pipeflltlng Vince Radosevich 1308 Roman Way Martinez. CA 94553 '(925) 229-0885
Plumbing. Steam Fitting & Director of Training Rick Garbsn 1520 RollIns Road Burlingame, CA 94011 (650) 692-0445
. __. ___ .•.. _
,
----'-"- .. - --
DIrector. Duane Mongerson 8301 Edgewater: Drive - Oakland,CA 94622· . (510).
Apprenticeship
, .
Training
Sheet Metal Training Kevin Undsey , 860 Hinckley Rd. Burlingame, Ca. 94010
..
(650) 1?52-.9672
Sheet Metai'" -
. ------
COQrdlnator
no Htla Kevin Lindsey 861 Hinckley Road .Burlingame, (650) 652-9875 .
Sheet Metal Administrator Michael W. Longeuay 1701 Marina Boulevard San Leandro, CA 94579 (5.10) 483-9037
Sheet Metal . no tlUe Pat Plco 1580 Berger Drive San Jose, CA 95115 . . 293-1144
Sound and Communication Director Vincent J. CosenUno 909 Bern Court CA (408) 453-3103
Sprinkler Fitters no·tiUe . Unda Loeffler 23313 Cabot BlVd. Hay.vard, 94547 ' (5'10), 782-9486
Stationary Engineers. -no title Jim Lunsford 560 Bameveid qA ·94104 . (415) 285-3942
- -
Steamfitters DIRECTOR OF 935 Detroit Ave. Concord, 94520 (925)-686--0733
TRAINING
notitia Floyd, Harley 1621 South hoop Road CA 94504 (510) 748-7416
Tile Finishers
"otitla Judith Werner 8400 Enterprise Way, Oakland, CA 94622 (510)
.. #103
- 20-
fI
..
"J)AJA[\1Ilt: __ ----_
" V g m ~ - - - - - - - - - - - - - - - - - - - - - -
OAKLAND APPRENTICESHIP WORKFORCE
DEVELOPMENT PARTNERSHIP SYSTEM
City of Oakland Contract Compliance and Employment Services,
Office of the City Manager
Local Construction Employment Referral Program
Dennis Lockett, Supervisor
250 Frank H. Ogawa Plaza Suite 3341
Oakland, CA 94612
Phone: (510) 238-7359
Fax: (510) 238-3258
Oakland, CA 94612
Email: [email protected]
Dollie Garvin, Job Developer
250 Frank H. Ogawa Plaza Suite 3341
Oakland, CA 94612
·Phone: (510) 238-3608
Fax: (510) 238-3258
Oakland, CA 94612
ABC - Associated Builders and Contractors Golden Gate Chapter and the Golden
Gate Training Trust
11875 Dublin Blvd., Suite C258
Dublin CA, 94568
Contact; Ann Quick
Phone: (925) 829-9230 Fax: (925) 829-5743
- 21 -
OAKLANIl APPRENTICESHIP.WORKFORCE
: •• I • I' • • ••
DEVELOPMENT PARTNERSHIP SYSTEM .
..' I . • ."
.' . .. ..... Pre
Design .
. 1890 Campbell St
.. Oakland,' CA· 94607 ". .; ,
. Contact: Zelda Saeli
(510) Fax (510) 433-1375 '.
Cypress Maridela Ttaining
. 2229 Poplar St
OakJand,CA 94607
. Contact: Art Shanks
Phone (510) 208-7355 Fax (510) 835-3726
Job Consoitium Carpenter's Skill Training Program
1722 Broadway
Qakland,CA 94612
Contact: Lyon
Phone (510) Fax (510) 251-6093
Youth Employment Partnership
1411 Fruitvale Ave
'Oakland, cA 94601
Contact Dennis Smith .
Phone (S10) 533-3469 .
-22 -
. ,
___ --
,
OAKLAND·APPRENTICESHIP WORKFORCE
DEVELOPMENT PARTNERSHIP SYSTEM
Community Based Organizations (eBO's)
Alameda County Social Services Agency Employment &
Community Services
401 Broadway
Oakland, CA 94607
Contact: Thomas Ledesma
Phone: (510)
Fax: (510)208-1199
Allied Fellowship Service
1524 29
th
Ave.
Oakland, CA 94601
Contact Aida 'Hodges
Phone:. (510) 535-1236
Fax: (SIO) 535-0166
Asian Neighborhood Design
1890 Campbell St
Oakland, CA 94607
Contact Zelda Saeli
Phone: (510)433-1370
Fax: (510) 433-1375
Building Opportunities for Self Sufficiency (BOSS)
1825 San Pablo Ave.
Oaldand, CA 94612
Contact Sylvester Carter
Phone: (510) 834-2231
Fax: (510) 465-5908
Comite de Refugiados Centro Americanos (CRECE)
1655 54
th
Ave
Oakland, CA 94601
Contact: Tulio Semmo
Phone: (510) 864-9011
Fax: None
FiOpinos for Affmnatlve Action (FAA)
310 Sib Sl
Oakland, CA 94607
Contact: Melita Fabella
Phone: (510) 465-9876
Fax: (SID)
Goodwill Industries of the Greater East Bay
130130
111
Ave
Oakland, CA 94601
Contact: Angel Dominguez
Phone: (S10) 534-6666 Fax: (SIO) 534-0837
- 23-
Goodwill Job Placement Center - East Oakland
7405 Macarthur Blvd.
Oakland, CA 94605
Contact: Rita Brown
Phone: (510) 568-9297
Fax: (510) 568-9298
Goodwin Job Placement Center - West Oakland
1684 7c1J St.
Oakland, CA 94606
Contact: Denise Leon
Phone: (510) 268-0315
Fax: (510) 268-0864
Jobs Consortium
2807 Telegraph Ave.
Berkeley, CA 94705
Contact: Sigmund Bido
Phone: (510) 549-8820
Fax: (510) 486-1509
Jobs Consortium
1722 Broadway
Oakland, CA 94612
Contact: David Lyon
Phone: (510) 251-6241
Fax: (510) 251-6093
JubUeeWest
1485 SIA 8t.
Oakland, CA 94607
Contact: Migel Calves
Phone: (SI0)
Fax! (SIO) 839-9731
Lazear School
824 29
th
Ave.
Oakland, CA 94601
Contact Rodelfa Perez
Phone: (510) 879-1320
Fax: (SIO) 879-1329
Minority And Women's Participation Association of
Oakland (MA WPAO)
1302 Campbell 8t.
Oakland, CA 94612
Contact: Jabari Herbert
Phone: (510) Fax: (510) 433-1375

... :::::::::::::::::::::::::::::::::::::;:::::::--------
.... . ..

DEVELOPMENT P ARTNERSm SYSTEM·
ciOmUllulitt BaSed Organizations (eBO's) . .
Cypress Mande1a Training Center
2229 Poplar Sl
Oakland, CA 94607
Contact: Art Shanks
Phone: (510) 208-7355
Fax: (510)
Port of Oakland Employment Resollrces Development
. Program (ERDP) .
530 Water St. .: .:. . ..
Oakland. CA 94607
Contact 1) Pamela Bell, 2) Richard Handy
Phone: (510) 272-1419
Fax: (S 1 0) 1172
Spanish Speaking Citizens Foundation (SSCF)
1900 Fruitvale Ave.
Contact: Juan Jose Bcmal
Phone: (510) 261-7839
Fax; (S10) 261-2968
indian Nations, IDe. Technical Training" .
Education Center - UIN-TEC
1320 Webstz::r SI.
Oakland, CA 94612
Contact 1) Salley Oallegos, 2) Ashley Phillips, 3) Rosa Irwin
Phone: (510) 763-3410
Fax: (SID) 763-3646
ValIecltos CET, Inc. Center for Employment TraIning
S97CSt
Hayward. CA 94541
Contact: Frankhi Carrasque1
Phone: (SI0) 537-8400
Pax: (510) 537-0593
Workabmty U Berkeley Adllit-School
1222 University Ave,
Berkeley, CA 94702
CoDtact: 1) Kenneth Booker, 2) Dan Ramon
Phone: (510) 644-8968
Fax: (510) 644-6784 . '
West Side Economic Development Corporation
732 Willow St.
Oakland. CA 94607
Contact Gwen Morris
Phone: (510) 836-4143
Fax: (510) 836·6039
- 24-
Youth Employment Partnership (YEP)
1411 Fruitvale Ave.
Oakland, CA 94.60 1.
Contact Dennis Smith
Phone: (510) 533-3447
Fax:· (510) 533-3469
Youtb Employment Partnership (YEP)
2600 Union SI.
Oakland, CA 94601
Contact Dennis Smith
Phone: (510) 533-3447
Fax: (510) 533-3469
East Bay Asian Local Development Corp. (EBALDC)
Oakland, CA
Contact: Andrea Dunn
Phone: (510) 287 .. 5353 ext. 263
Fax: (510) 628-9157
Bay Area Urban League
2201 Broadway
Oakland, CA
Contact:
Phone: (510) 271-1846
Fax: (510) 839-8109
Institute for Advance Studies
175 Filbert St
Oakland, CA
Contact Dr. Gerrard Walker
Phone: (510) 836-3245
Fax: (510) 836-3245
Emergency Services Network (ESN)
P.O. Box 12004
Oakland, CA 94604

Phone: (510)747-1090
Fax: (510) 747 .. 1095
C.W .. O.R Member
700 WilIowSl #15
Oakland. CA 94607
Contact: Margaret Gordon
PhoDe: (510) 465-1800 ext. 368
Fax: (510) 465-1508
-_.-._. ----------
_______ _

OAKLAND APPRENTICESIDP WORKFORCE
DEVELOPMENT PARTNERSHIP SYSTEM
Community Based Organizations (CBO's)
DarreU Ford
1308 Campbell St
Oakland, CA 94607
Phone: (510) 451-9336
Fax: (510) 628-9157
Acorn Residents Council
1220 8
1h
St.
Oakland, CA 94607
Contact: Janet Patterson
Phone: (510)452-1698
Fax: (510) 452-1697
Alameda County Library JaU Tutoring Program
2450 Stevenson Blvd.
Fremont, CA 94538-2326
Contact: David Hagerty
Phone: (510)745-1490
Fax: (SIO) 745-1494
World of Work Program
530 Grand Ave., Suite K
Oakland, CA 94610
Contact: Dr. John Randle
Phone: (510) .
Fax: (510) 587-0855
Brave Academic Rise ofN' Powered Students Bridges, Inc.
Eastmont Town #265
Oakland, CA 94605
Contact: Donna Ayo
Phone: (510) 635-2242
Fax: (510) 635-1982
Covenant Bouse California
2781 Telegraph Ave
Oakland, CA 94609
Contact: Robin Tilley
Phone: (510) 625-7800 ext.410
Fax: (510) 625-7811
Volunteers of America (VOA)
Sl
Oakland, CA 94612
Contact: George Lintag
Phone: (SID) 419-0360
Fax: (510) 452-3125
- 25 ..
The America Work Partnership
935 Union st.
Oakland, CA 94607
Contact Annette Clark
Phone: (510) 465-0575
Fax: (510) 451-3254
World of Work Program
530 Grand Ave .• Suite K
Oakland, CA 94610
Contact: Dr. John Randle
Phone: (510)
Fax: (510) 587-0855
Urban Indian Health Board
Native American Health Center
3124 International Blvd
Oakland, CA 94601
Contact Lucinda Spencer
Phone: (510) 535-4400
Fax! (510) 261-6438
New Bridge Foundation
1820 Scenic Ave .
Berkeley, CA 94704
Contact: Aisha Ware
Phone: (510) 548-7270
Fax: (SID) 548-1060

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