18240 NORTH BANK ROAD
ROSEBURG, OR 97470
Phone: 541/496-3541
Fax: 541/496-0803
CREDIT APPLICATION
Company/Contractor Information
Company Name: ___________________________________________________________________________ Year Established: _______________ Billing Address: ____________________________________________ Street Address: ________________________________________________ City: ________________________________________State: _______________ Zip: _______________ Telephone: __________________________ Contact Person(s):
Purchasing: __________________________ Telephone: __________________________Email: ______________________ Accounts Payable: __________________________ Telephone: __________________________ Email: ______________________ Company Structure
Check status that applies: Corporation, since _________ State of Incorporation________ Sole Proprietorship_______ Partnership_________ Responsible Parties, List all officers if corporation, owner if sole proprietorship or owners if partnership, use second sheet if necessary. Social security numbers are only necessary for Sole Proprietors and partnerships.
1. Name: __________________________________ Title: _____________________ SSN: ____________________________ DOB: ______________ Address: __________________________________ City: _______________________________ State:_____________ Zip: ____________________
2. Name: __________________________________ Title: _____________________ SSN: ____________________________ DOB: ______________ Address: __________________________________ City: _______________________________ State: _____________ Zip: ___________________ Previous Address if at current address less than 2 years: __________________________________________________________________________ Federal I.D. No: ________________________________________________ Duns No:_________________________________________________ Banking Information
Bank: _____________________________________ Address: ________________________City: ______________ State:______ Zip: __________ Contact Person: ________________________________Telephone: ___________________________ Fax: ________________________________ Lender Information
Bank: _____________________________________ Address: ________________________City: ______________ State:______ Zip: __________ Contact Person: ________________________________Telephone: ___________________________ Fax: ________________________________ Trade References
1. Vendor Name and Contact Person: __________________________________ Telephone: ________________________ Fax: ________________________
2. Vendor Name and Contact Person: __________________________________ Telephone: ________________________ Fax: ________________________
3. Vendor Name and Contact Person: __________________________________ Telephone: ________________________ Fax: ________________________ YES NO
Have any of the owners or officers ever declared bankruptcy? [ ] [ ] Are there any unsatisfied judgments against the owners or officers? [ ] [ ] Has this company ever failed to finish a contract or been removed as a contractor? [ ] [ ]
Everything that I’ve stated in this application is true and correct. I understand that Romtec will retain this application whether or not it is approved. Romtec is authorized to check the credit of the officers or owners and business listed on this application and to verify banking information. All information will be kept confidential.
Credit will only be granted from job to job, a new application will need to be filled out completely for each new job. This credit application is good for one year from the date of issue on the job it was applied for and will need to be filled out again after it has expired if I want to retain my credit status. I understand that Romtec does not accept partial payments, any offsets and/or retainage relative to the stated payment milestones. Deviation from agreed upon terms will void credit/payment terms granted, and any remaining goods or services not yet delivered will be subject to prepayment terms whereby payment in full is due 10 days prior to delivery.
Upon signing Romtec Notice to Proceed, granting Romtec the ability to produce goods, I am confirming that my Customer and the Owner of the project will accept delivery of the goods when Romtec is ready to ship. At the time Romtec delivers its goods, or is ready to deliver (deliverability), I agree to submit a timely and accurate invoice to my Customer and verify that my Customer has in turn submitted a timely and accurate invoice to the Owner (if applicable) to ensure timely payment. Note:
Deliverability is the date that Romtec completes the production of the restroom building kit package and is ready to deliver the goods, and delivery and Romtec’s ability to invoice will not be delayed due to project/job site delays. _________________________________________________________________ Signed Date
_________________________________________________________________ For (Contractor Company Name)
18240 NORTH BANK ROAD
ROSEBURG, OR 97470
Phone: 541/496-3541
Fax: 541/496-0803
PRELIMINARY INFORMATION
Customer/Contractor Information
Company Name: ___________________________________________________________________________ Year Established: _______________ Billing Address: ____________________________________________ Street Address: ________________________________________________ City: ________________________________________State: _______________ Zip: _______________ Telephone: __________________________ Accounts Payable: __________________________ Telephone: __________________________ Email: ______________________ Project Information
Job: ________________________________________________ Government Agency: _________________________________________________ Agency Contract Officer: __________________________ Telephone: __________________________ Job Contact: __________________________ Telephone: __________________________ Job Site Address: _________________________________________________________________________________________________________ City: _______________________________________ State: _______________ Zip: _____________ Telephone: ____________________________ Project Prime Contractor
Company Name: ___________________________________________________________________________ Year Established: _______________ Billing Address: ____________________________________________ Street Address: ________________________________________________ City: ________________________________________State: _______________ Zip: _______________ Telephone: __________________________ Project Owner
Company Name: ___________________________________________________________________________ Year Established: _______________ Billing Address: ____________________________________________ Street Address: ________________________________________________ City: ________________________________________State: _______________ Zip: _______________ Telephone: __________________________ Project Bond Information
Insurance Agency: ___________________________ Address: ________________________City: ______________ State:______ Zip: __________ Agents Name: ________________________________Telephone: ___________________________ Fax: _________________________________ Bonding Company: __________________________ Address:________________________ City: ______________ State:_______ Zip:__________ Bond No: ________________________ Underwriter: ________________________ Telephone:____________________ Fax:__________________ Romtec uses info provided on this form to create customer accounts in Romtec's accounting system. Please fill out the form as completely as possible. Some info may be inapplicable. For example, if Romtec's customer and the overall Project Owner are the same entity, feel free to respond "same as above" in the Project Owner field. Similarly, if Romtec's customer and the Project Prime Contractor are the same entity, feel free to write "same as above" in the Project Prime Contractor field.
If the project is not bonded, please write "No bond" in the Project Bond Information field. 081721-RMT
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Solicitation Number: RFP 081721
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Romtec, Inc., 18240 North Bank Road, Roseburg, OR 97471 (Supplier).
Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.
Sourcewell issued a public solicitation for Restroom and Shower Facility Solutions from which Supplier was awarded a contract.
Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).
1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.
B. EXPIRATION DATE AND EXTENSION. This Contract expires October 15, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.
C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All other rights will cease upon expiration or termination of this Contract.
2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above.
Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.
Enclosure 2
10b
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All Equipment and Products provided under this Contract must be new and the current model.
Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.
This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.
B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship.
In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.
C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.
3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal.
When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.
Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.
A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities.
Participating Entities reserve the right to inspect the Equipment and Products at a reasonable
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time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.
Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition.
Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products.
B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid taxexemption certification(s). When ordering, a Participating Entity must indicate if it is a taxexempt entity.
C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.
When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below.
Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities.
4. PRODUCT AND PRICING CHANGE REQUESTS
Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator.
At a minimum, the request must:
x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and
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x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.
A fully executed Sourcewell Price and Product Change Request Form will become an amendment to this Contract and will be incorporated by reference.
5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS
A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities.
The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.
Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract.
B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at governmentowned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws.
6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity
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payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.
Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.
B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum; the terms of which will be negotiated directly between the Participating Entity and the Supplier. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.
C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as ecommerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement.
D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following events:
1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or
2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements.
E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase.
7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:
x Maintenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and
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x Business reviews to Sourcewell and Participating Entities, if applicable.
B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, supply issues, customer issues, and any other necessary information.
8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made).
The Report must contain the following fields:
x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address;
x Participating Entity City;
x Participating Entity State/Province;
x Participating Entity Zip/Postal Code;
x Participating Entity Contact Name;
x Participating Entity Contact Email Address;
x Participating Entity Contact Telephone Number;
x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Supplier.
B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee.
The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be
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mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.
Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.
In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date.
9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.
Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing.
10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.
B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid.
C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties.
D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.
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E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party.For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern.
F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.
11. INDEMNITY AND HOLD HARMLESS
Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees incurred by Sourcewell or its Participating Entities, arising out of any act or omission in the performance of this Contract by the Supplier or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law.
12. GOVERNMENT DATA PRACTICES
Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Supplier under this Contract.
13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY
1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use thetrademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier.
b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell.
2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in
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advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees.
3. Use; Quality Control.
a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos.
b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.
4. As applicable, Supplier agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Supplier in violation of applicable patent or copyright laws.
5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.
B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract.
C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract.
D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services.
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14. GOVERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.
15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default.
16. SEVERABILITY
If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed.
17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:
1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties.
2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue.
3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed.
B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default:
1. Nonperformance of contractual requirements, or
2. A material breach of any term or condition of this Contract.
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The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may:
x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the Contract.
18. INSURANCE
A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following:
1. Workers’ Compensation and Employer’s Liability.
Workers’ Compensation: As required by any applicable law or regulation.
Employer's Liability Insurance: must be provided in amounts not less than listed below:
Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease
2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract.
Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for Products-Completed operations
$2,000,000 general aggregate
3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms
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no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.
Minimum Limits:
$1,000,000 each accident, combined single limit
4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.
Minimum Limits:
$2,000,000
5. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service.
Minimum limits:
$2,000,000 per occurrence
$2,000,000 annual aggregate
Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.
B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf.
Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract.
C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is
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primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.
D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors.
E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.
19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.
B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities.
20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing.
Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.
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21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER
UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all references to “federal” should be interpreted to mean the United States federal government.
The following list only applies when a Participating Entity accesses Supplier’s Equipment, Products, or Services with United States federal funds.
A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-
1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference.
B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by nonfederal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Supplier must be in compliance with all applicable Davis-Bacon Act provisions.
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C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5).
Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.
D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.
E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA).
Supplier certifies that during the term of this Contract will comply with applicable requirements as referenced above.
F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names
081721-RMT
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of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency.
G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352).
H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed.
I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Supplier must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act.
J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Supplier must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition.
K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Supplier that are directly pertinent to Supplier’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier’s personnel for the purpose of interview and discussion relating to such documents.
L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation
081721-RMT
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and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines.
M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier not use the seal(s), logos, crests, or reproductions of flags or likenesses of Federal agency officials without specific pre-approval.
N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Contract or any purchase by an Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or any purchase by an authorized user.
O. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier’s actions pertaining to this Contract or any purchase by a Participating Entity.
P. FEDERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and benefit overpayments.
Q. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested.
R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S.
Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism.
S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. To the extent applicable, Supplier certifies that during the term of this Contract it will comply with applicable requirements of 2 C.F.R. § 200.216.
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T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the term of this Contract will comply with applicable requirements of 2 C.F.R. § 200.322.
22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.
Sourcewell Romtec, Inc.
By: __________________________ By: __________________________ Jeremy Schwartz Kristopher Lamar
Title: Chief Procurement Officer Title: Contracts Administrator Date: ________________________ Date: ________________________ Approved:
By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________
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Enclosure 3
10c
To: Mayor and City Council
From: City Manager
Meeting Date: February 13, 2024
Subject: APPROVE THE CIVICBUYS COOPERATIVE
PURCHASING PROGRAM PARTNERSHIP AGREEMENT
WITH THE FOUNDATION FOR CALIFORNIA COMMUNITY
COLLEGES
Recommendation:
1. Authorize the City Manager to enter into a Partnership Agreement with The Foundation of Community Colleges of California (FCCC) in a form approved by the City Attorney.
Fiscal Impact:
Should this Partnership Agreement be approved, the City would realize revenue sharing from the marketing and promotion of the CivicBuys Program. While the total revenue is unknown at this time, staff will return to City Council with actual results once revenues are realized.
Background:
The Foundation of Community Colleges of California (FCCC) is a nonprofit organization dedicated to supporting California's community colleges in their mission to provide accessible, affordable, and high-quality education to residents across the state. The FCCC works collaboratively with community colleges, government agencies, businesses, and community organizations to enhance educational opportunities, workforce development initiatives and cooperative purchasing. One of the services offered by the FCCC that could benefit our City is its cooperative purchasing agreements. FCCC offers cooperative purchasing agreements that enable participating organizations to leverage collective purchasing power to secure competitive pricing on various goods and services. In addition to cost savings and efficiency gains, these agreements may present revenue-sharing opportunities for our organization. 11 CITY COUNCIL AGENDA REPORT – MEETING OF FEBRUARY 13, 2024
APPROVE THE CIVICBUYS COOPERATIVE PURCHASING PROGRAM
PARTNERSHIP AGREEMENT WITH THE FOUNDATION FOR CALIFORNIA
COMMUNITY COLLEGES
Discussion:
The FCCC facilitates cooperative purchasing agreements that allow participating educational institutions, government agencies, and nonprofit organizations to leverage collective purchasing power to secure competitive pricing on a wide range of goods and services. These agreements are designed to streamline the procurement process, reduce administrative burden, and generate cost savings for participants. In late 2023, the City was approached by FCCC with a proposal to enter into a partnership agreement with the goal of procuring goods and services under cooperative purchasing agreements referred to as “Eligible Master Agreements”. These agreements are by and between the FCCC, the City and vendors, with pricing negotiated by FCCC. Under this structure, the City would be the lead agency holding these contracts, and any government agency in the state of California (excluding educational entities) would be offered this pricing.
Some of the benefits of cooperative purchasing with FCCC include:
Additional Revenue
By participating in cooperative purchasing agreements with revenue sharing components, our organization can earn additional income based on the collective purchasing volume of all participating agencies that choose to purchase items procured by FCCC through Eligible Master Agreements. This can provide a valuable source of revenue to support our operational budget or fund specific initiatives. Per the terms of the Partnership Agreement (Enclosure 1), Revenue Share amount due to Pico Rivera shall be 10% of the administrative fee received by the Foundation for procurements on Eligible Master Agreements through the CivicBuys program throughout the valid duration of the Partnership Agreement.
Cost Savings
By joining cooperative purchasing agreements facilitated by the FCCC, our organization can benefit from volume discounts and pre-negotiated pricing on a variety of products and services. This can result in significant cost savings compared to individual procurement efforts.
Efficiency
Participating in FCCC's cooperative purchasing agreements streamlines the procurement process by eliminating the need for separate bidding processes and negotiations with vendors. This allows our organization to save time and resources while still accessing quality goods and services.
CITY COUNCIL AGENDA REPORT – MEETING OF FEBRUARY 13, 2024
APPROVE THE CIVICBUYS COOPERATIVE PURCHASING PROGRAM
PARTNERSHIP AGREEMENT WITH THE FOUNDATION FOR CALIFORNIA
COMMUNITY COLLEGES
Access to Quality Suppliers
The FCCC has established partnerships with reputable suppliers and vendors, ensuring that participants have access to high-quality products and services from trusted providers.
Compliance
Cooperative purchasing agreements facilitated by the FCCC adhere to applicable procurement regulations and guidelines, ensuring that our organization remains compliant with legal requirements and procurement best practices.
Conclusion:
Cooperative purchasing agreements with the FCCC offer our organization an opportunity to realize cost savings, streamline procurement processes, and access quality goods and services from trusted suppliers. Staff believes that exploring this option further could benefit our organization and contribute to our overall efficiency and effectiveness. Revenue sharing abilities associated with cooperative purchasing agreements through the FCCC present our organization with an opportunity to earn additional income, offset procurement costs, and enhance financial flexibility. Exploring this aspect further could provide valuable financial benefits and support our organizational goal of fiscal sustainability.
Steve Carmona
SC:AG:smc
Enclosure: 1) CivicBuys Partnership Agreement
CIVICBUYS PARTNERSHIP AGREEMENT
This CivicBuys Partnership Agreement (“Partnership Agreement”) is entered into this 13th day of February, 2024 (“Effective Date”) by and between the Foundation for California Community Colleges (“Foundation”), a 501(c)(3) nonprofit organization, and the City of Pico Rivera (“Pico Rivera”), a California municipal corporation, for the purpose of extending products offered through CivicBuys to Pico Rivera.
WHEREAS, the Foundation developed, supports, and operates CivicBuys, a cooperative purchasing program intended to aggregate the purchasing power of public institutions, and wishes to extend CivicBuys Master Agreements products and services to Pico Rivera; WHEREAS, Pico Rivera is a public agency that desires to obtain such products and/or services from Foundation agreements through the CivicBuys program and is authorized to enter into cooperative purchasing agreements pursuant to Pico Rivera Municipal Code Section 3.20.030; WHERAS, Pico Rivera desires to be a strategic partner in marketing and promoting the CivicBuys program to cities and local government agencies in California, and shall receive Revenue Share for: the Partnership Agreement’s Eligible Agencies’ procurements on Eligible Master Agreements, as defined under Section 4, throughout the valid duration of this Partnership Agreement; NOW, THEREFORE, in consideration of the payments to be made and the mutual covenants contained in this Partnership Agreement, the parties agree as follows:
1. Term. This Partnership Agreement shall commence on the Effective Date and the initial term of the Partnership Agreement shall be for one year. The Partnership Agreement shall be automatically renewed for successive one-year terms on each anniversary of the Effective Date of the Partnership Agreement unless either party provides the other party with written notice of non-renewal at least 30 days prior to the anniversary of the Effective Date or until terminated by either party pursuant to Section 2 below.
2. Right to Terminate. The Foundation and/or Pico Rivera has the right to terminate this Agreement for any reason, without penalty, at any time by providing the other party with written notice of the termination at least thirty (30) days in advance.
3. Eligible Agencies. This Partnership Agreement recognizes all cities and local government agencies, not to include any educational agencies, in the state of California as Eligible Agencies for the CivicBuys program. Pico Rivera shall receive Revenue Share for procurements by Eligible Agencies in California through the CivicBuys program. The Foundation, at its sole discretion and by written notice, may redefine Eligible Agencies, and shall take immediate effect, unless otherwise further revised by the Foundation, throughout the validity of this Partnership Agreement.
4. Eligible Master Agreements. This Partnership Agreement recognizes Eligible Master Agreements as Foundation master agreements available through the CivicBuys program from which Pico Rivera shall be eligible for Revenue Share. Upon execution of this Partnership Agreement, the Foundation’s Master Agreements with CDW-G (Foundation contract #0000- 11a
Enclosure 1
4442), KI (Foundation contract #0000-7792), KYA (Foundation contract #0000-3570), ODP Business Solutions (Foundation contracts #0000-4526 and #0000-4411), and SHI (Foundation contract #0000-6779) are the sole Eligible Master Agreements. Subsequent Eligible Master Agreements, master agreements wherein Pico Rivera provided and delivered Program Support, as defined under Section 6, towards its development and marketing, may be added to this Partnership Agreement upon mutual consent, by Addendum executed by both parties. Pico Rivera is eligible to receive Revenue Share for Eligible Master Agreement(s) immediately upon the execution date of the Addendum reflecting the inclusion of respective Eligible Master Agreement.
5. Revenue Share. The Foundation shall provide Revenue Share to Pico Rivera for procurements made by Eligible Agencies using the CivicBuys program, specifically through Eligible Agencies’ utilization of Eligible Master Agreements. Revenue Share amount due to Pico Rivera shall be 10% of the administrative fee received by the Foundation for procurements on Eligible Master Agreements through the CivicBuys program throughout the valid duration of this Partnership Agreement. Revenue Share shall be disbursed on an annual basis, every September 15, throughout the valid duration of this Partnership Agreement, and upon receipt of applicable administrative fees due to the Foundation by any and all applicable supplier partners. The Foundation shall periodically review the Revenue Share stated in this Partnership Agreement. Changes to the Revenue Share shall not exceed 20% of the existing percentage within any fiscal year, and any changes must be given with 30 days’ written notice and a written justification for why the change is warranted. If, within the 30 days prior to the proposed change taking effect, Pico Rivera is able to resolve the issues identified in the justification, no change shall be made.
6. Program Support. Pico Rivera’s commitment under this Partnership Agreement is to advise and support the Foundation to expand the CivicBuys program through various marketing and promotion efforts by Pico Rivera to Eligible Agencies; and to provide subject-matter expertise to the Foundation in identifying additional contract needs and evaluating potential contract partners as the Foundation seeks to establish additional agreements to expand the Foundation’s CivicBuys contract portfolio. Pico Rivera, a unique strategic partner for the CivicBuys program, and as a condition of receiving Revenue Share, commits to actively raising awareness of the CivicBuys program to all Eligible Agencies. The Foundation assists by providing promotional material such as applicable information, logos and flyers.
7. Assignment. Neither party may assign the Partnership Agreement without the prior written consent of the other party.
8. Limitation of Liability. IN NO EVENT SHALL EITHER PARTY BE LIABLE UNDER
THIS AGREEMENT FOR CONSEQUENTIAL, INDIRECT, INCIDENTIAL, SPECIAL,
EXEMPLARY, PUNITIVE, OR ENHANCED DAMAGES, ARISING OUT OF,
RELATING TO, OR IN CONNECTION WITH THIS AGREEMENT, REGARDLESS OF (A) WHETHER SUCH DAMAGES WERE FORESEEABLE, (B) WHETHER OR NOT
THE PARTY WAS ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, AND (C)
THE LEGAL OR EQUITABLE THEORY (CONTRACT, TORT, OR OTHERWISE) UPON WHICH THE CLAIM IS BASED.
IN NO EVENT SHALL EITHER PARTY’S AGGREGATE LIABILITY ARISING OUT
OF OR RELATED TO THIS AGREEMENT, WHETHER ARISING OUT OF OR
RELATED TO BREACH OF CONTRACT, TORT (INCLUDING NEGLIGENCE), OR OTHERWISE, EXCEED ONE (1) YEAR OF THE TOTAL NET REVENUE SHARE PAID
TO PICO RIVERA UNDER THE REVENUE SHARE MODEL PURSUANT TO SECTION 3 OF THIS AGREEMENT IN THE TWELVE (12) MONTH PERIOD PRECEDING THE EVENT GIVING RISE TO THE CLAIM.
9. Indemnification. The Foundation will indemnify, defend, and hold harmless Pico Rivera, its officers, agents, elected and appointed officials, and employees, from and against any and all demands, claims, fines, penalties, damages, losses, liabilities, judgments, costs and expenses (including attorney’s fees and court costs) arising out of Foundation’s, its agents or employees, negligent performance of the services set forth in this agreement. Pico Rivera will indemnify, defend, and hold harmless Foundation, its officers, agents, elected and appointed officials, and employees, from and against any and all demands, claims, fines, penalties, damages, losses, liabilities, judgments, costs, and expenses (including attorney’s fees and court costs) (“Claims”) arising out of Pico Rivera’s, its agents or employees, negligent performance of the services set forth in this Agreement to the extent such Claims would be allowable under the California Tort Claims Act if brought against Pico Rivera directly.
10. Compliance. The Parties recognize that the California Public Contract Code permits public agencies to piggyback on agreements in accordance with applicable law, and local guidance may impose additional restrictions on related procurement processes. Pico Rivera, by piggybacking on the Foundation’s agreements, acknowledges and agrees that it shall adhere to all applicable law and procurement standards. The Foundation shall not incur liability for Pico Rivera’s failure to comply with local, state, or federal law and/or their own procurement policies or standards.
[Signature Page to Follow]
IN WITNESS WHEREOF, the parties have caused their duly authorized representatives to execute this Partnership Agreement as of the Effective Date.
FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
By: By:
Name: Kevin Wutke Name: Jorge J.C. Sales
Title: Senior Director Title: VP of Program Development Date: Date:
THE CITY OF PICO RIVERA
By:
Name: Steve Carmona
Title:_City Manager____________________________
Date:
To: Mayor and City Council
From: City Manager
Meeting Date: February 13, 2024
Subject: ON-CALL PLAN CHECK ENGINEERING SERVICES –
AWARD PROFESSIONAL SERVICES AGREEMENTS
Recommendation:
1. Award a Professional Services Agreement, in a form approved by the City Attorney, for a term of five (5) years in the total amount not-to-exceed $250,000 to NV5, Inc. to provide on-call plan check engineering services;
2. Award a Professional Services Agreement, in a form approved by the City Attorney, for a term of five (5) years in the total amount not-to-exceed $250,000 to John L. Hunter and Associates to provide on-call plan check engineering services;
3. Award a Professional Services Agreement, in a form approved by the City Attorney, for a term of five (5) years in the total amount not-to-exceed $125,000 to TKM Engineering to provide on-call plan check engineering services; and
4. Award a Professional Services Agreement, in a form approved by the City Attorney, for a term of five (5) years in the total amount not-to-exceed $125,000 to TKE Engineering, Inc. to provide on-call plan check engineering services.
Fiscal Impact:
The contract amount for plan check services from each of the two (2) primary firms is $50,000 per year over a period of five (5) years, for total contract amounts not-toexceed $250,000 each. The contract amount for each of the two (2) specialty firms is $25,000 per year over a period of five (5) years, for total contract amounts not-toexceed $125,000 each. The Engineering Division will process Purchase Orders (PO) on an as-needed basis with the selected firms to provide the plan check services.
Accounts for the PO’s will be established based on the task order and funding source(s) associated with each private development or City capital project assigned to the consulting firm.
12 CITY COUNCIL AGENDA REPORT – MEETING OF FEBRUARY 13, 2024 ON-CALL PLAN CHECK ENGINEERING SERVICES – AWARD PROFESSIONAL
SERVICES AGREEMENTS
Discussion:
The Public Works Department requires engineering assistance with review of new and ongoing private development projects within the Engineering Division. Due to current staffing levels, the Department does not currently have available resources to handle plan review-related requests involving commercial, industrial, and residential development projects. In order to provide readily available and qualified resources for development review, staff recommend the procurement of qualified consultants to provide on-call plan check engineering services. Future plans that will be reviewed by the selected consultant may include but are not limited to subdivision maps, parcel maps, legal descriptions, grading plans, utility plans, street improvement plans, traffic operations and storm water quality management plans. In addition, the selected consultants shall provide field inspection services of Low Impact Development (LID) systems constructed for private development projects. All services will be provided on an as-needed basis.
A Request for Proposals (RFP) for on-call plan check engineering services was posted on PlanetBids through the City’s website on November 7, 2023. On December 12, 2023, the City received proposals from 18 firms in response to the RFP. A panel of three (3) staff members from the Public Works Department independently reviewed the proposals submitted by each firm and scored them based on the qualifications criteria prescribed in the RFP. A summary of the final ranking of each firm is presented on the following page.
[This space intentionally left blank]
CITY COUNCIL AGENDA REPORT – MEETING OF FEBRUARY 13, 2024 ON-CALL PLAN CHECK ENGINEERING SERVICES – AWARD PROFESSIONAL
SERVICES AGREEMENTS
Ranking Consulting Firm
1 NV5, Inc.
2 John L. Hunter & Associates
3 TKM Engineering
4 TKE Engineering, Inc.
5 Willdan
6 CSG Consultants
7 Charles Abbott and Associates
8 Interwest Consulting Group
9 Ladayu Consulting Group
10 FCG Consultants
11 Transtech
12 Bureau Veritas
13 Valued Engineering
14 Yao Engineering
15 UES
16 J Lee Engineering, Inc.
17 Project Partners
18 West & Associates Engineering
In order to maximize the City’s flexibility, staff recommends awarding separate contracts to two (2) primary firms and two (2) specialty firms, to provide the necessary plan check engineering services. The recommended primary firms are NV5, Inc. and John L.
Hunter and Associates and the specialty firms are TKM Engineering Inc. and TKE Engineering Inc. The specialty firms will be responsible, but not limited to, development traffic operation review and subdivision map reviews, respectfully, as needed.
The City reserves the right to assign projects to one or more of the consultants at its sole discretion based on project requirements, the requirements of the funding source CITY COUNCIL AGENDA REPORT – MEETING OF FEBRUARY 13, 2024 ON-CALL PLAN CHECK ENGINEERING SERVICES – AWARD PROFESSIONAL
SERVICES AGREEMENTS
for the project, as well as the availability and ability of each consultant. Selection of a firm does not necessarily guarantee the award of work of any specific contract value.
Conclusion:
Staff is recommending selection of four firms, NV5, Inc., John L. Hunter and Associates, Inc., TKM Engineering, and TKE Engineering, Inc., to provide on-call plan check engineering related services. The Professional Service Agreements are for a term of five (5) years each. The selected qualified firms will be available to provide services on an as-needed basis for plan check engineering services in the delivery of a variety of projects. These firms may be contacted during the term of the agreement to provide a fee proposal for individual task orders and in accordance with the procedural requirements of the funding source for each project. Staff recommends City Council to execute all agreements, in a form approved by the City Attorney.
Steve Carmona
SC:NN:KG:ll
Enclosures: 1) Professional Services Agreement – NV5, Inc. 2) Professional Services Agreement – John Hunter and Associates 3) Professional Services Agreement – TKM Engineering, Inc. 4) Professional Services Agreement – TKE Engineering, Inc.
AGREEMENT NO. _______
PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF PICO RIVERA AND
NV5, INC.
1. IDENTIFICATION
THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is entered into by and between the City of Pico Rivera, a California municipal corporation (“City”) and NV5, Inc., (“Consultant”). City and Consultant are sometimes hereinafter individually referred to as a “Party” and collectively referred to as “Parties.”
2. RECITALS
2.1 City has determined that it requires professional services from a consultant to provide on-call plan check services.
2.2 Consultant represents that it is fully qualified to perform such professional services by virtue of its experience and the training, education and expertise of its principals and employees. Consultant further represents that it is willing to accept responsibility for performing such services in accordance with the terms and conditions set forth in this Agreement.
NOW, THEREFORE, for and in consideration of the performance by the Parties of the mutual covenants and conditions herein contained, the Parties hereto agree as follows:
3. DEFINITIONS
3.1 “Scope of Services”: Such professional services as are set forth in the Consultant’s December 12, 2023 proposal to City attached hereto as Exhibit “A” and incorporated herein by this reference.
3.2 “Approved Fee Schedule”: Such compensation rates as are set forth in the Consultant’s December 12, 2023 proposal to City attached hereto as Exhibit “B.”
3.3 “Commencement Date” : February 13, 2024
3.4 “Expiration Date” : June 30, 2029
4. TERM
The term of this Agreement shall commence at 12:00 a.m. on the Commencement Date and shall expire at 11:59 p.m. on the Expiration Date unless extended by written agreement of the Parties or terminated in accordance with Section 22 below.
Enclosure 1
12a
Professional Services Agreement
NV5, INC.
5. CONSULTANT’S SERVICES
5.1 Consultant shall perform the services identified in the Scope of Services. City shall have the right to request, in writing, changes in the Scope of Services. Any such changes mutually agreed upon by the Parties, and any corresponding increase or decrease in compensation, shall be incorporated by written amendment to this Agreement. In no event shall the total compensation and costs payable to Consultant under this Agreement exceed the sum of Two Hundred Fifty Thousand Dollars ($250,000.00), unless specifically approved in advance, in writing, by City.
5.2 Consultant shall perform all work to the highest professional standards of Consultant’s profession and in a manner reasonably satisfactory to City.
6. COMPENSATION
6.1 City agrees to compensate Consultant for the services provided under this Agreement, and Consultant agrees to accept in full satisfaction for such services, payment in accordance with the Approved Fee Schedule.
6.2 Consultant shall submit to City an invoice, on a monthly basis or less frequently, for the services performed pursuant to this Agreement. Each invoice shall itemize the services rendered during the billing period and the amount due. Within ten (10) business days of receipt of each invoice, City shall notify Consultant in writing of any disputed amounts included on the invoice. Within thirty (30) calendar days of receipt of each invoice, City shall pay all undisputed amounts included on the invoice. City shall not withhold applicable taxes or other authorized deductions from payments made to Consultant.
6.3 Payments for any services requested in writing by City and not included in the Scope of Services shall be made to Consultant by City on a time-and-materials basis using Consultant’s standard fee schedule. Fees for such additional services shall be paid within sixty (60) days of the date Consultant issues an invoice to City for such services.
7. BUSINESS LICENSE
Consultant shall obtain a City of Pico Rivera business license prior to commencing performance under this Agreement.
8. COMPLIANCE WITH LAWS
Consultant shall keep informed of State, Federal and Local laws, ordinances, codes and regulations that in any manner affect those employed by it or in any way affect the performance of its services pursuant to this Agreement. Consultant shall at all times comply with such laws, ordinances, codes and regulations. Without limiting the generality Professional Services Agreement
NV5, INC.
of the foregoing, if Consultant is an out-of-state corporation or LLC, it must be qualified and registered to do business in the State of California pursuant to sections 2105 and 17708.02 of the California Corporations Code. The City, its officers and employees shall not be liable at law or in equity occasioned by failure of Consultant to comply with this Section.
9. CONFLICT OF INTEREST
Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which may be affected by the services to be performed by Consultant under this Agreement, or which would conflict in any manner with the performance of its services hereunder. During the term of this Agreement, Consultant shall not perform any work for another person or entity for whom Consultant was not working at the Commencement Date of this Agreement if both: (i) such work would require Consultant to abstain from a decision under this Agreement pursuant to a conflict of interest statute; and (ii) City has not consented in writing prior to Consultant’s performance of such work.
10. PERSONNEL
Consultant represents that it has, or will secure at its own expense, all personnel required to perform the services identified in the Scope of Services. All such services shall be performed by Consultant or under its supervision, and all personnel engaged in the work shall be qualified to perform such services. Consultant reserves the right to determine the assignment of its own employees to the performance of Consultant’s services under this Agreement, but City reserves the right, for good cause, to require Consultant to exclude any employee from performing services on City’s premises. David Niknfas, Project Manager, shall be Consultant’s project administrator and shall have direct responsibility for management of Consultant’s performance under this Agreement.
No change shall be made to Consultant’s project administrator without City’s prior written consent.
11. OWNERSHIP OF WRITTEN PRODUCTS
All reports, documents or other written material (“written products”) developed by Consultant in the performance of this Agreement shall be and remain the property of City without restriction or limitation upon its use or dissemination by City. Consultant may take and retain copies of such written products as desired, but no such written products shall be the subject of a copyright application by Consultant. If any state, federal, or local law requires mandatory copyright protection for Consultant’s work product, City shall comply with such laws to the extent feasible.
12. INDEPENDENT CONTRACTOR
Professional Services Agreement
NV5, INC.
12.1 Consultant is, and shall at all times remain as to City, a wholly independent contractor. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise to act on behalf of City as an agent. Neither City nor any of its officers, employees or agents shall have control over the conduct of Consultant or any of Consultant’s employees, except as set forth in this Agreement. Consultant shall not at any time represent that it is, or that any of its agents or employees are, in any manner employees of City.
12.2 The Parties further acknowledge and agree that nothing in this Agreement shall create or be construed to create a partnership, joint venture, employment relationship, joint-employer relationship, or any other relationship between Consultant or Consultant’s employees except as set forth in this Agreement.
12.3 City shall have no direct or indirect control over Consultant’s employees or sub-consultants with respect to wages, hours, and working conditions. In addition, City shall not deduct from the Compensation paid to Consultant any sums required for Social Security, withholding taxes, FICA, state disability insurance or any other federal, state or local tax or charge which may or may not be in effect or hereinafter enacted or required as a charge or withholding on the compensation paid to Consultant, Consultant’s employees or subconsultants. City shall have no responsibility to provide Consultant, its employees or subconsultants with workers’ compensation insurance or any other insurance.
12.4 The Parties further acknowledges the following: (i) that Consultant shall provide the services outlined in the Scope of Services directly to City; (ii) Consultant maintains a business location at the address listed under Section 20 that is separate and distinct from the City; (iii) Consultant contracts with other businesses to provide the same or similar services and maintains a clientele without restriction from the City; (iv) Consultant advertises and holds itself out to the public as available to provide the same or similar services; (v) unless otherwise specified in this Agreement, Consultant provides its own tools, vehicles, and equipment necessary for performing the Scope of Services; (vi) Consultant has proposed and negotiated its own rates; and (vii) consistent with the nature and demands of the project and the City’s business hours, Consultant may set its own hours and location of work.
13. CONFIDENTIALITY
All data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without prior written consent by City. City shall grant such consent if disclosure is legally required. Upon request, all City data and any copies thereof shall be returned to City upon the termination or expiration of this Agreement.
14. NON-LIABILITY OF CITY OFFICIALS AND EMPLOYEES
Professional Services Agreement
NV5, INC.
No official or employee of the City shall be personally liable to Consultant in the event of any default or breach by City, or for any amount which may become due to Consultant.
15. INDEMNIFICATION
15.1 The Parties agree that City, its officers, agents, elected and appointed officials, employees, affiliated public agencies and volunteers should, to the extent permitted by law, be fully protected from any loss, injury, damage, claim, lawsuit, cost, expense, attorneys’ fees, litigation costs, or any other cost arising out of or in any way related to the performance of this Agreement. Accordingly, the provisions of this indemnity provision are intended by the Parties to be interpreted and construed to provide the fullest protection possible under the law to City. Consultant acknowledges that City would not enter into this Agreement in the absence of Consultant’s commitment to indemnify and protect City as set forth herein. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
15.2 To the full extent permitted by law, Consultant shall indemnify, hold harmless and defend City, its officers, agents, elected and appointed officials, employees, affiliated public agencies and volunteers from and against any and all claims, demands, lawsuits, causes of action, losses, costs or expenses for any damage due to death or injury to any person and injury to any property resulting from or arising out of any alleged intentional, reckless, negligent, or otherwise wrongful acts, errors or omissions of Consultant or any of its officers, employees, servants, agents, or subconsultants in the performance of this Agreement. Such costs and expenses shall include reasonable attorneys’ fees incurred by counsel of City’s choice and expert witness fees and consultant fees. Notwithstanding the foregoing, to the extent Consultant's Services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
15.3 City shall have the right to offset against the amount of any compensation due Consultant under this Agreement any amount due to City from Consultant as a result of Consultant’s failure to pay City promptly any indemnification arising under this Section 15 or related to Consultant’s failure to either: (i) pay taxes on amounts received pursuant to this Agreement or (ii) comply with applicable workers’ compensation laws.
15.4 The obligations of Consultant under this Section 15 will not be limited by the provisions of any workers’ compensation act or similar act. Consultant expressly waives Professional Services Agreement
NV5, INC.
its statutory immunity under such statutes or laws as to City, its officers, agents, employees and volunteers.
15.5 Consultant agrees to obtain executed indemnity agreements with provisions identical to those set forth here in this Section 15 from each and every subconsultant or any other person or entity involved by, for, with or on behalf of Consultant in the performance of this Agreement. In the event Consultant fails to obtain such indemnity obligations from others as required herein, Consultant agrees to be fully responsible and indemnify, hold harmless and defend City, its officers, agents, elected and appointed officials, employees, affiliated public agencies and volunteers from and against any and all claims, demands, lawsuits, causes of action, losses, costs or expenses for any damage due to death or injury to any person and injury to any property resulting from or arising out of any alleged intentional, reckless, negligent, or otherwise wrongful acts, errors or omissions of Consultant’s subconsultants or any other person or entity involved by, for, with or on behalf of Consultant in the performance of this Agreement. Such costs and expenses shall include reasonable attorneys’ fees incurred by counsel of City’s choice and expert witness fees and consultant fees.
15.6 City does not, and shall not, waive any rights that it may possess against Consultant because of the acceptance by City, or the deposit with City, of any insurance policy or certificate required pursuant to this Agreement. This hold harmless and indemnification provision shall apply regardless of whether or not any insurance policies are determined to be applicable to the claim, demand, damage, liability, loss, cost or expense.
15.7 PERS ELIGIBILITY INDEMNITY. In the event that Consultant or any employee, agent, or subconsultant of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subconsultants, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.
Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subconsultants providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.
Professional Services Agreement
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16. INSURANCE
16.1 During the term of this Agreement, Consultant shall carry, maintain, and keep in full force and effect insurance against claims for death or injuries to persons or damages to property that may arise from or in connection with Consultant’s performance of this Agreement. Such insurance shall be of the types and in the amounts as set forth below:
16.1.1 Comprehensive general liability, and Umbrella or Excess Liability Insurance covering all operations by or on behalf of Consultant providing insurance for bodily injury liability and property damage liability for the following and including coverage for:
16.1.1.1 Premises, operations, and mobile equipment
16.1.1.2 Products and completed operations
16.1.1.3 Broad form property damage (including completed operations)
16.1.1.4 Explosion, collapse, and underground hazards
16.1.1.5 Personal Injury
16.1.1.6 Contractual liability
in the amount of One Million Dollars ($1,000,000) per occurrence combined single limit; Two Million Dollars ($2,000,000) aggregate for products/completed operation; Two Million Dollars ($2,000,000) general aggregate (General aggregate must apply separately to Consultant’s work under this Agreement.); and Five Million Dollars ($5,000,000) umbrella or excess liability.
16.1.2 Automobile Liability Insurance for owned, hired and non-owned vehicles utilized by Consultant, its employees or subconsultants, in the amount of One Million Dollars ($1,000,000) per accident for bodily injury and property damage.
16.1.3 Worker’s Compensation Insurance as required by the laws of the State of California, with Statutory Limits, and Employer's Liability Insurance with limit of no less than One Million Dollars ($1,000,000) per accident for bodily injury or disease.
16.1.4 Professional Liability Insurance against errors and omissions in the performance of the work under this Agreement with coverage limits of not less than One Million Dollars ($1,000,000) per occurrence of claim/ Two Million Dollars ($2,000,000) in the aggregate.
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16.2 Consultant shall require each of its subconsultants, if any, to maintain insurance coverage that meets all of the requirements of this Agreement.
16.3 The policy or policies required by this Agreement shall be issued by an insurer admitted in the State of California and with a rating of at least A:VII in the latest edition of Best’s Insurance Guide.
16.4 Consultant agrees that if it does not keep the aforesaid insurance in full force and effect City may either: (i) immediately terminate this Agreement; or (ii) take out the necessary insurance and pay, at Consultant’s expense, the premium thereon.
16.5 At all times during the term of this Agreement, Consultant shall maintain on file with City’s Risk Manager a certificate or certificates of insurance showing that the aforesaid policies are in effect in the required amounts and, for the general liability and automobile liability policies, naming the City as an additional insured. Consultant shall, prior to commencement of work under this Agreement, file with City’s Risk Manager such certificate(s).
16.6 Consultant shall provide proof that policies of insurance required herein expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Consultant shall provide such proof to City at least two weeks prior to the expiration of the coverages.
16.7 The general liability and automobile policies of insurance required by this Agreement shall contain an endorsement naming City, its officers, employees, agents and volunteers as additional insureds. All of the policies required under this Agreement shall contain an endorsement providing that the policies cannot be canceled or reduced except on thirty days’ prior written notice to City. Consultant agrees to require its insurer to modify the certificates of insurance to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word “endeavor” with regard to any notice provisions.
16.8 The general liability and automobile policies of insurance provided by Consultant shall be primary to any coverage available to City. Any insurance or selfinsurance maintained by City, its officers, employees, agents or volunteers, shall be in excess of Consultant’s insurance and shall not contribute with it.
16.9 All insurance coverage provided pursuant to this Agreement shall not prohibit Consultant, and Consultant’s employees, agents or subconsultants, from waiving the right of subrogation prior to a loss. Consultant hereby waives all rights of subrogation against the City.
16.10 Any deductibles or self-insured retentions must be declared to and approved by the City. At the option of City, Consultant shall either reduce or eliminate the deductibles or self-insured retentions with respect to City, or Consultant shall procure a bond guaranteeing payment of losses and expenses.
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16.11 Procurement of insurance by Consultant shall not be construed as a limitation of Consultant’s liability or as full performance of Consultant’s duties to indemnify, hold harmless and defend under Section 15 of this Agreement.
16.12 If Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
17. MUTUAL COOPERATION
17.1 City shall provide Consultant with all pertinent data, documents and other requested information as is reasonably available to City for the proper performance of Consultant’s services under this Agreement.
17.2 In the event any claim or action is brought against City relating to Consultant’s performance in connection with this Agreement, Consultant shall render any reasonable assistance that City may require.
18. RECORDS AND INSPECTIONS
Consultant shall maintain full and accurate records with respect to all matters covered under this Agreement for a period of three years after the expiration or termination of this Agreement. City shall have the right to access and examine such records, without charge, during normal business hours. City shall further have the right to audit such records, to make transcripts therefrom and to inspect all program data, documents, proceedings, and activities.
19. PERMITS AND APPROVALS
Consultant shall obtain, at its sole cost and expense, all permits and regulatory approvals necessary in the performance of this Agreement. This includes, but shall not be limited to, encroachment permits and building and safety permits and inspections.
20.NOTICES
Any notices, bills, invoices, or reports required by this Agreement shall be deemed received on: (i) the day of delivery if delivered by hand, facsimile, email, or overnight courier service during Consultant’s and City’s regular business hours; or (ii) on the third business day following deposit in the United States mail if delivered by mail, postage prepaid, to the addresses listed below (or to such other addresses as the Parties may, from time to time, designate in writing).
Professional Services Agreement
NV5, INC.
If to City: If to Consultant:
Steve Carmona, City Manager
City of Pico Rivera
PO Box 1016
6615 Passons Blvd.
Pico Rivera, California 90660-1016
Jeffery M. Cooper, Senior Vice
President
NV5, Inc.
163 Technology Drive, Suite 100
Irvine, CA 92618
With a courtesy copy to:
Arnold M. Alvarez-Glasman, City Attorney
13181 Crossroads Parkway North
Suite 400 - West Tower
City of Industry, CA 91746
21. SURVIVING COVENANTS
The Parties agree that the covenants contained in Sections 13, 15 and Paragraph
17.2 of Section 17, of this Agreement shall survive the expiration or termination of this Agreement.
22. TERMINATION
22.1 City shall have the right to terminate this Agreement for any reason on five (5) calendar days’ written notice to Consultant. Consultant shall have the right to terminate this Agreement for any reason on sixty (60) calendar days’ written notice to City. The effective date of termination shall be upon the date specified in the notice of termination.
Consultant agrees that in the event of such termination, City’s obligation to pay Consultant shall be limited to payment only for those services satisfactorily rendered, as solely determined by the City, prior to the effective date of termination. Consultant agrees to cease all work under this Agreement on or before the effective date of any notice of termination. All City data, documents, objects, materials or other tangible things shall be returned to City upon the termination or expiration of this Agreement.
22.2 If City terminates this Agreement due to no fault or failure of performance by Consultant, then Consultant shall be paid based on the work satisfactorily performed, as solely determined by the City, at the time of termination. In no event shall Consultant be entitled to receive more than the amount that would be paid to Consultant for the full performance of the services required by this Agreement.
23. ASSIGNMENT
Professional Services Agreement
NV5, INC.
Consultant shall not delegate, transfer, subcontract or assign its duties or rights hereunder, either in whole or in part, without City’s prior written consent, and any attempt to do so shall be void and of no effect. City shall not be obligated or liable under this Agreement to any Party other than Consultant.
24. NON-DISCRIMINATION AND EQUAL EMPLOYMENT OPPORTUNITY
24.1 In the performance of this Agreement, Consultant shall not discriminate against any employee, subconsultant, or employment applicant because of race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition or sexual orientation. Consultant will take affirmative action to ensure that subconsultants, employees, and employment applicants are treated without regard to their race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition or sexual orientation.
24.2 Consultant will, in all solicitations or advertisements for employees placed by or on behalf of Consultant state either that it is an equal opportunity employer or that all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition or sexual orientation.
24.3 Consultant will cause the foregoing provisions to be inserted in all subcontracts for any work covered by this Agreement except contracts or subcontracts for standard commercial supplies or raw materials.
25. WARRANTIES
25.1 Each Party has received independent legal advice from its attorneys with respect to the advisability of entering into and executing this Agreement, or been provided with an opportunity to receive independent legal advice and has freely and voluntarily waived and relinquished the right to do so. Each Party who has not obtained independent counsel acknowledges that the failure to have independent legal counsel will not excuse such Party’s failure to perform under this Agreement.
25.2 In executing this Agreement, each Party has carefully read this Agreement, knows the contents thereof, and has relied solely on the statements expressly set forth herein and has placed no reliance whatsoever on any statement, representation, or promise of any other party, or any other person or entity, not expressly set forth herein, nor upon the failure of any other party or any other person or entity to make any statement, representation or disclosure of any matter whatsoever.
25.3 It is agreed that each Party has the full right and authority to enter into this Agreement, and that the person executing this Agreement on behalf of either Party has Professional Services Agreement
NV5, INC.
the full right and authority to fully commit and bind such Party to the provisions of this Agreement.
26. CAPTIONS
26.1 The captions appearing at the commencement of the sections hereof, and in any paragraph thereof, are descriptive only and for convenience in reference to this Agreement. Should there be any conflict between such heading, and the section or paragraph thereof at the head of which it appears, the section or paragraph thereof, as the case may be, and not such heading, shall control and govern in the construction of this Agreement.
26.2 Masculine or feminine pronouns shall be substituted for the neuter form and vice versa, and the plural shall be substituted for the singular form and vice versa, in any place or places herein in which the context requires such substitution(s).
27. NON-WAIVER
27.1 The waiver by City or Consultant of any breach of any term, covenant or condition herein contained shall not be deemed to be a waiver of such term, covenant or condition or of any subsequent breach of the same or any other term, covenant or condition herein contained. In no event shall the making by City of any payment to Consultant constitute or be construed as a waiver by City of any breach of covenant, or any default which may then exist on the part of Consultant, and the making of any such payment by City shall in no way impair or prejudice any right or remedy available to City with regard to such breach or default. No term, covenant or condition of this Agreement shall be deemed to have been waived by City or Consultant unless in writing.
27.2 Each right, power and remedy provided for herein or now or hereafter existing at law, in equity, by statute, or otherwise shall be cumulative and shall be in addition to every other right, power, or remedy provided for herein or now or hereafter existing at law, in equity, by statute, or otherwise. The exercise, the commencement of the exercise, or the forbearance of the exercise by any Party of any one or more of such rights, powers or remedies shall not preclude the simultaneous or later exercise by such Party of any of all of such other rights, powers or remedies.
27.3 Consultant shall not be liable for any failure to perform if Consultant presents acceptable evidence, in City’s sole judgment, that such failure was due to causes beyond the control and without the fault or negligence of Consultant.
28. COURT COSTS AND ATTORNEY FEES
In the event legal action shall be necessary to enforce any term, covenant or condition herein contained, the Party prevailing in such action, whether reduced to Professional Services Agreement
NV5, INC.
judgment or not, shall be entitled to its reasonable court costs, including accountants’ fees and expert witness fees, if any, and attorneys’ fees expended in such action. The venue for any litigation shall be Los Angeles County, California.
29. SEVERABILITY
If any term or provision of this Agreement or the application thereof to any person or circumstance shall, to any extent, be invalid or unenforceable, then such term or provision shall be amended to, and solely to, the extent necessary to cure such invalidity or unenforceability, and in its amended form shall be enforceable. In such event, the remainder of this Agreement, or the application of such term or provision to persons or circumstances other than those as to which it is held invalid or unenforceable, shall not be affected thereby, and each term and provision of this Agreement shall be valid and be enforced to the fullest extent permitted by law.
30. GOVERNING LAW
This Agreement shall be governed and construed in accordance with the laws of the State of California.
31. COUNTERPARTS
This Agreement may be signed in any one or more counterparts all of which taken together shall be but one and the same Agreement. Any signed copy of this Agreement or of any other document or agreement referred to herein, or copy or counterpart thereof, delivered by facsimile or email transmission, shall for all purposes be treated as if it were delivered containing an original manual signature of the Party whose signature appears in the facsimile or email and shall be binding upon such Party in the same manner as though an originally signed copy had been delivered.
32. ENTIRE AGREEMENT
All documents referenced as exhibits in this Agreement are hereby incorporated in this Agreement. In the event of any material discrepancy between the express provisions of this Agreement and the provisions of any document incorporated herein by reference, the provisions of this Agreement shall prevail. This instrument contains the entire Agreement between City and Consultant with respect to the transactions contemplated herein. No other prior oral or written agreements are binding upon the Parties.
Amendments hereto or deviations herefrom shall be effective and binding only if made in writing and executed by City and Consultant.
Professional Services Agreement
NV5, INC.
TO EFFECTUATE THIS AGREEMENT, the Parties have caused their duly authorized representatives to execute this Agreement on the dates set forth below. “CITY” “CONSULTANT”
CITY OF PICO RIVERA NV5. INC.
______________________________ ___________________________________ Andrew C. Lara, Mayor Jeffery M. Cooper, Senior Vice President Dated: ________________________ Dated: _____________________________ ATTEST: APPROVED AS TO FORM:
___________________________ ___________________________________ Cynthia Ayala, City Clerk Arnold M. Alvarez-Glasman, City Attorney Professional Services Agreement
NV5, INC.
EXHIBIT A
SCOPE OF SERVICES
PROPOSAL
Submitted by NV5, Inc.
163 Technology Drive, Suite 100, Irvine, CA 92618
City of Pico Rivera
On-Call Plan Check Services
December 12, 2023
A. Letter of Offer 02
%4XDOLÀFDWLRQVRIWKH)LUP 03
&3URSRVHG6WDIÀQJ 08
1. Organization Chart 08
6WDII4XDOLÀFDWLRQV 09
D. Consultants and/or Subconsultants 11
E. Work Approach 12
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APPENDIX
5HVXPHV B1
Table of Contents
TABLE OF CONTENTS
The NV5 staff is knowledgeable, courteous, and friendly, and they truly care about their projects and the services they provide. From Engineering Design to Inspection to Plan Check Services, the NV5 team can do it all, and we can always rely on them to deliver a quality product on-time and within budget.
— Matthew Sinacori, Director of Public Works/City Engineer City of Dana Point
CLIENT TESTIMONIAL
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Jeffrey M. Cooper, PE
Senior Vice President
(Authorized Signer)
COMPANY INFORMATION/CONTACT
Name: NV5, Inc.
Address: 163 Technology Drive, Suite 100,
Irvine, CA 92618
Telephone Number: (949) 585-0477
Name, Title, Address, Telephone No. and Email of
Contact: Jeffrey M. Cooper, PE, Senior Vice President,
163 Technology Drive, Suite 100, 949.585.0477,
[email protected]
PN: P27023-0007111.00
December 12, 2023
&LW\RI3LFR5LYHUD
Attn: Noe Negrete, PE, Director of Public Works
6615 Passons Blvd.
3LFR5LYHUD&$
SUBJECT: On-Call Plan Check Services
Dear Mr. Negrete,
19,QFLVH[FLWHGWRKDYHWKHRSSRUWXQLW\WRSURYLGH2Q&DOO3ODQ&KHFN6HUYLFHVWRWKH&LW\RI3LFR5LYHUD (City). Our team has the technical knowledge and experience to deliver your projects in the most costHIÀFLHQWDQGFRVWHIIHFWLYHPDQQHU19·VVWUHQJWKVLQFOXGHWKHIROORZLQJ
Current Partnership: Our experience and relationship with the City give us the ability to continue providing professional consulting services for your projects. We operate with a working knowledge of your VWDIISURFHVVHVDQGHQYLURQPHQWHQDEOLQJXVWRSURYLGHRXWVWDQGLQJFRVWDQGWLPHHIÀFLHQWVHUYLFHV 6SHFLÀFDOO\RXUWHDPLVFXUUHQWO\SURYLGLQJ2Q&DOO3ODQ&KHFN6HUYLFHVDQG2Q&DOO(QJLQHHULQJ6HUYLFHV to the City.
Relevant Experience: We have a proven track record of successfully providing On-Call Plan Check Services to municipalities throughout Southern California, most of which have been repeat clients. A sampling of similar projects begin on page 5.
Proposed Team: NV5 offers the City a team of dedicated professionals with proven capability and expertise.
We are proposing David Niknafs, PE, as Project Manager. He has more than 30 years of experience in the public sector working on public works and development projects, including roadways, bridges, drainage, sewer, water, underground utilities, building facilities and related infrastructure improvement projects. Mr.
Niknafs and our Lead Plan Check Engineer, Tamara O’Neal, PE, have been managing our on-call services for the City.
Federal Tax ID: 94-2706173
Proposal Authorization and Validity: This proposal has been signed by Jeffrey M. Cooper, PE, a company RIÀFHUDXWKRUL]HGWRELQGWKHÀUP7KLVSURSRVDOZLOOUHPDLQYDOLGIRUDSHULRGRIDWOHDVW GD\VIURPWKH
date of this submittal.
Statement: All information submitted with this proposal is true and correct.
NV5 looks forward to the opportunity to work with the City and help you achieve your goals and objectives.
If you need further information, we may be reached by phone at (949) 585-0477, or electronically at [email protected] and [email protected]. Thank you for your time and consideration.
Sincerely,
NV5
A. LETTER OF OFFER
David Niknafs, PE
Director of Transportation/
Project Manager
B. QUALIFICATIONS OF THE FIRM
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NV5, Inc, a California corporation, was founded in 1949 and has been providing engineering and consulting services to public and private sectors for more than 70 years, delivering solutions through six business verticals: Testing, Inspection and Consulting; Infrastructure; Utility Services; Environmental Health Sciences; Buildings and Program Management; and Geospatial 7HFKQRORJ\:LWKPRUHWKDQRIÀFHVQDWLRQZLGHDQGDEURDG LQFOXGLQJPRUHWKDQRIÀFHVLQ&DOLIRUQLD, NV5 has access WRRYHUHPSOR\HHVLQDYDULHW\RIÀHOGVZKRKHOSFOLHQWV plan, design, build, test, certify and operate projects that improve the communities where we live and work.
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We maintain an extensive history of working with various local agencies. Throughout the course of completing myriad public works capital improvement projects, our team has demonstrated an unparalleled ability to work well with local agency staff, project stakeholders, engineers and contractors. We are excited about the opportunity to continue to serve the City and are committed to maintaining effective working relationships with your staff, relevant government agencies and project stakeholders. &LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_3 B. QUALIFICATIONS OF THE FIRM
)LQDQFLDO&RQGLWLRQ6WUHQJWKDQG6WDELOLW\RIWKH)LUP 19LVÀQDQFLDOO\VWDEOHZLWKD\HDUKLVWRU\RISURYLGLQJH[FHOOHQWSURIHVVLRQDOHQJLQHHULQJVHUYLFHV:LWK a rapidly growing list of clients, we have experienced steady year-over-year growth, especially over the last VHYHUDO\HDUV:HFRQWLQXHWRKLUHDQGPDLQWDLQDQLQFUHDVLQJQXPEHURIKLJKO\TXDOLÀHGSURIHVVLRQDOVLQ RUGHUWRPHHWWKHGLYHUVHQHHGVRIRXUYDOXHGFOLHQWV19·VORQJHYLW\DQGFRQWLQXHGJURZWKLVDWHVWDPHQW WRRXUÀQDQFLDOVWDELOLW\DQGWKHVWUHQJWKRIRXUH[SDQGLQJSURIHVVLRQDOFDSDELOLWLHV19GRHVQRWKDYHDQ\ FRQGLWLRQVIRURUDJDLQVWWKHÀUPWKDWPD\LPSHGHLWVDELOLW\WRSURYLGHRQFDOOHQJLQHHULQJDQGSURIHVVLRQDO consulting services.
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NV5 has assembled a team of high-level professionals who will be made available to the City upon request.
Our access to a deep bench of more than 4,000 professionals provides us with the ability to assign staff PHPEHU
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ZLWKWKHPRVWDSSURSULDWHH[SHULHQFHDQGOLFHQVHVFHUWLÀFDWLRQVEDVHGRQWKHSURMHFWW\SH size and requirements while balancing workloads and meeting obligations without overloading any one engineer. We have a proven record of meeting schedules on similar projects and encourage the City to UHDFKRXWWRRXUUHIHUHQFHVWRFRQÀUPRXUVXFFHVVIXOWUDFNUHFRUG WHAT MAKES NV5
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19LVFRQWUDFWHGE\WKH&LW\RI&RPSWRQWRSURYLGHSURIHVVLRQDOSODQFKHFNVHUYLFHVDQGWUDIÀF HQJLQHHULQJVHUYLFHVIRUWKH&LW\·V3XEOLF:RUNV'HSDUWPHQW6HUYLFHVLQFOXGHWHFKQLFDOSODQFKHFN for engineering documents and plans and review of maps and legal descriptions for conformance ZLWK)HGHUDO6WDWHDQGORFDOUHJXODWLRQVSDUWLFXODUO\WKH&DOLIRUQLD6XEGLYLVLRQ0DS$FWDQGJHQHUDO FRPSOLDQFHZLWK&LW\6WDQGDUGV2UGLQDQFHVDQG5HJXODWLRQVLQFOXGLQJWKH/RZ,PSDFW'HYHORSPHQW UHTXLUHPHQWVLGHQWLÀHGLQ&LW\RI&RPSWRQ2UGLQDQFH LQFOXGLQJPDLQWDLQLQJGDWDEDVH([FHO
spreadsheets for BMPs tracking through the various stages of development). NV5 also performs various 7UDIÀF(QJLQHHULQJ6HUYLFHVVXFKDVUHYLHZDQGUHFRPPHQGDWLRQDQGRUDSSURYDOIRU7UDIÀF,PSDFW $QDO\VHVIRUSXEOLFSULYDWHSURMHFWVZDUUDQWVWXGLHVIRUWUDIÀFVLJQDODQGRUVWRSVLJQVLQVWDOODWLRQVDQG various other related tasks.
DATES:&855(17
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5HYLHZVLQFOXGHVXEGLYLVLRQPDSVSDUFHOPDSVERXQGDU\DGMXVWPHQWVDQGOHJDOGHVFULSWLRQVIRU conformance with local and state ordinances and laws; grading plans, including preliminary grading, mass grading, rough grading and precise grading plans; street improvement plans, including street widening, rehabilitation and new street plans; utility improvement plans; stormwater quality management plans; K\GURORJ\DQGK\GUDXOLFFDOFXODWLRQVDQGUHSRUWV
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sediment control plans; and geotechnical report review.
DATES:
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On-Call Plan Check Services
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NV5 is contracted with the City of El Monte to provide plan check/review services and staff support to RYHUVHHWKHFRQVWUXFWLRQRIYDULRXV&,3SURMHFWVDQGZLUHOHVVFRPPXQLFDWLRQVIDFLOLWLHV5HYLHZVLQFOXGH grading, soils report reviews, sewer, water, and storm drain improvements, hydrology reports, SWPPPs, Low Impact Development, street improvement plans, parcel/tract maps, easements and lot line adjustments.
DATES:&855(17
35(9,286&2175$&7-81(
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Project Experience
NV5 has successfully provided plan check services to dozens of municipalities over the last several years. /LVWHGEHORZDUHFRQWUDFWVIRUZKLFKRXUWHDPKDVSURYLGHGVLPLODUVHUYLFHVWRWKRVHUHTXHVWHGLQWKLV5)3 &LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_5 B. QUALIFICATIONS OF THE FIRM
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5,9(56,'(&2817<'(3$570(172)75$163257$7,21_5,9(56,'(&$ NV5 is providing engineering development review services for a variety of projects ranging from singleIDPLO\GHYHORSPHQWVWRVXSSRUWLQJGRFXPHQWVIRU)(0$PDSUHYLVLRQUHTXHVWV19KDVUHYLHZHG +\GUDXOLFDQG+\GURORJLF$QDO\VLV:DWHU4XDOLW\0DQDJHPHQW3ODQV :403V
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other documents as requested for conformance with project conditions of approval, federal state and local guidance documents, and compliance with County requirements.
DATES:&855(17
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Our team is providing plan check and inspection services for the City of Beaumont on an as-needed basis. Services include subdivision and parcel map review, grading, public and private street and utility improvements, storm drain, sewer, erosion control, geotechnical, hydrology/hydraulic, structural, water quality/ NPDES, and landscape reviews.
DATES:2&72%(5&855(17
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NV5 is providing engineering development review services for a variety of projects ranging from singleIDPLO\GHYHORSPHQWWRODUJHPXOWLSKDVHVXEGLYLVLRQVDQGFRPPHUFLDOSURMHFWVZLWKVLJQLÀFDQWSXEOLF infrastructure requirements. NV5 reviews Hydraulic and Hydrologic Analysis, Water Quality Management Plans (WQMPs), erosion control plans, soils reports, private grading and public improvement plans for conformance with project conditions of approval and compliance with County requirements.
DATES:&855(17
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Plan Check Services
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NV5 is currently providing the City with on-call plan check services for the review of public and private development projects. Services include the review of grading and improvement plans, hydrology and hydraulic reports, geotechnical reports, water quality treatment and erosion control, title documents and review against project conditions of approval for residential, commercial and industrial development applications.
DATES:$35,/&855(17
KEY PERSONNEL:7$0$5$2·1($/
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&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_6 B. QUALIFICATIONS OF THE FIRM
On-Call Plan Check + Inspection Services
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NV5 is contracted by the City of San Diego to provide as-needed engineering and building plan review DQGLQVSHFWLRQVHUYLFHV19·VÀUVWWDVNFRQVLVWHGRISURYLGLQJ UDSLG
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building construction plans and water quality documents submitted by applicants seeking building permit approval, which was quickly cleared by the NV5 team within one month. This also included reviewing daily incoming new submittals that varied from 5 to 20 per day, which NV5 successfully managed concurrently with the backlog. With the backlog cleared, the City entered the “maintenance phase,” with NV5 assisting with current incoming rapid reviews, making sure that they were being reviewed in a timely manner.
During this time, NV5 staff completed over 1,400 rapid reviews for the City and quickly built a strong and successful working relationship with the City and its staff. In 2023, NV5 was awarded a $2.5M As-Needed Plan Check and Inspection Services contract to supplement City staff and continue assisting the City with maintaining permit processing timeline goals. Services provided under this contract include Building Plan 5HYLHZDQG(QJLQHHULQJ3ODQ&KHFN6HUYLFHVLQFOXGLQJSODQVIRUVXEGLYLVLRQ
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DATES:&855(17
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Plan Check Services
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NV5 is providing development review services for new projects within the City. NV5 serves as an extension of City staff to review projects involving grading, street and drainage improvements, drainage studies and Water Quality Management Plans (WQMPs), building foundations and retaining walls, and parcel/tract maps.
DATES:-$18$5<&855(17
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On-Call Plan Check Services
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NV5 is providing as-needed plan check services to the City for land development projects, including grading, drainage, street improvements, hydrology reports, Water Quality Management Plans (WQMP), National Pollutant Discharge Elimination System (NPDES) reports, and Storm Water Pollution Prevention Plans (SWPPP); utilities permits/plans; surveying; and subdivision projects, including lot line adjustments, WUDFWPDSVSDUFHOPDSVDQGFHUWLÀFDWHVRIFRPSOLDQFH
DATES:&855(17
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&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_7 C. PROPOSED STAFFING
PROJECT MANAGER
David Niknafs, PE
PRINCIPAL-IN-CHARGE
Jeffrey M. Cooper, PE
Organization Chart
Our team of experts brings direct, relevant, successful and current experience working on projects of similar scope and complexity. We are equipped with the resources to provide the City with the requested On-Call Plan Check services. Key personnel will be available to the extent proposed for the duration of the Professional Services Agreement, and no person assigned to a project will be removed or replaced without the prior written concurrence of the City. Shown below are team roles and responsibilities.
PLAN CHECK ENGINEERS
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Padma Asam, PE, QSD/P,
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Arsanious Hanna, PE, CBO,
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Art Biscocho
Stephen Novak
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Luanne Bean, PE
Julian Palacios, PE
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NAME ROLE YEARS EDUCATION, CERTIFICATIONS + LICENSES
David Niknafs, PE Project
Manager 30 M.S. Civil Engineering; B.S. Civil Engineering; Civil Engineer (CA) No. 42697
Tamara O’Neal, PE
Lead Plan
Check
Engineer
27 B.S. Civil Engineering; Civil Engineer (CA)
No. 69107
Padma Asam, PE,
QSD/P, LEED AP
Plan Check
Engineer 17
M.S. Structural Engineering; B.S. Civil Engineering;
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Arsanious Hanna, PE,
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B.S. Civil Engineering; Civil Engineer (CA)
No. 70743; Civil Engineer (CO) No. 0061094;
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Assessment Coordinator (SAP)
Art Biscocho Plan Check
Engineer 30 B.S. Civil Engineering
Stephen Novak Plan Check
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Communities
Matthew Ronquillo Plan Check
Engineer 2 B.S. Civil Engineering; A.S. Engineering;
A.A. Science & Mathematics
Luanne Bean, PE Plan Check
Engineer 35
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Julian Palacios, PE Plan Check
Engineer 23
M.S. Environmental Engineering; B.S. Civil
Engineering; Civil Engineer (CA) No. 67735; Civil
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Jennifer Peterson,
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B.S. Civil Engineering; Civil Engineer (CA)
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Our team has the ability to deliver quality products on schedule and within budget. Below is a chart that includes names, roles, education, experience, and applicable professional licenses and credentials of the SURSRVHGWHDP5HVXPHVDUHLQFOXGHGLQWKHAppendix.
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_9 C. PROPOSED STAFFING
NAME ROLE YEARS EDUCATION, CERTIFICATIONS + LICENSES
Scott Lyle, PE, CFM,
QSD/QSP
Plan Check
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Graduate Studies in Environmental Hydrology; B.S.
Civil Engineering; Civil Engineer (CA)
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Engineer 24 B.S. Civil Engineering; Engineer-in-Training (CA) No. 103177
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General Education courses; Land Survey courses;
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course; Professional Land Surveyor (CA) No. 8446;
Professional Land Surveyor (NV) No. 19903
Jay Fahrion, PLS Plan Check
(Survey) 43 Professional Land Surveyor (CA) No. 8207; AQMD 30&HUWLÀFDWH
Y. Clark Shen, PE, SE Plan Check
Engineer 40
M.S. Civil Engineering; B.S. Civil Engineering; Civil
Engineer (CA) No. 24054; Structural Engineer (CA)
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Building Inspector; Accessibility Inspector/
Plans Examiner
Eric Rodriguez, PE,
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Engineer 20+ B.S. Civil Engineering; Civil Engineer (CA) No. C56757; Structural Engineer (CA) No. S4617
Gerald Tom, PE, TE Plan Check
Engineer 35 B.S. Civil Engineering; Civil Engineer (CA) 1R
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Engineer 19 B.S. Civil Engineering; Civil Engineer (CA) No. 82522
Gene Custenborder,
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Engineer 10 M.S. Environmental Engineering; B.S. Environmental Science; Engineer-in-Training (CA) No. 173660
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_10 D. CONSULTANTS AND/OR SUBCONSULTANTS
Consultants and/or Subconsultants
NV5 has not included any subconsultants to meet the requirements of this contract. &LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_11 (:25.$3352$&+
Understanding of Scope of Work
NV5 understands that the City desires to establish
a list of Consultants to perform on-call plan check
services, including the review of plans submitted
for subdivision improvements, commercial
developments, and infrastructure improvements
within the City, such as grading, utilities, and rightof-way improvements. In addition, the plan checking services provides for review of tract/parcel maps,
easements, lot line adjustments, parcel mergers
and all other right-of-way and mapping issues
pertaining to land development.
The Scope of Services includes:
• Assist staff with development of Conditions of
Approval for new or redevelopment projects.
• 5HYLHZVLQFOXGHEXWDUHQRWOLPLWHGWRWKH
following plans:
ɾSubdivision maps, parcel/tract maps, lot
line adjustments and legal descriptions for
conformance with local and state ordinances
and laws
ɾGrading plans, including preliminary grading,
mass grading, rough grading, and precise
grading plans
ɾStreet improvement plans, including street
widening, rehabilitation, and new street plans
ɾUtility improvement plans
ɾStorm Water Quality Management Plans
ɾHydrology and Hydraulic Calculations and
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items of work for bonding and fee purposes
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Pollution Prevention Plans
ɾErosion and Sediment Control Plans
ɾGeotechnical report review
ɾSewer Capacity Studies
• Assist the City in reviewing plans for
compliance with the MS4 Permit and City
ordinances, including Low Impact Development
Plan (LID) and other development planning
environmental documents.
• The task for the plan reviewer includes:
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i. Approved Tentative Map
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iii. General Plan and City Ordinances
iv. Conditions of Approval
v. City Standards
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vii. Americans with Disabilities Act (ADA)
Standards
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Angeles County Design Manuals and
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criteria
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that:
i. Will not function due to poor engineering
ii. Does not meet the industry standard of
care
iii. Is not consistent with the Approved
Tentative Map or Conditions of Approval
iv. Will be potentially unsafe to the public
v. Is impractical to construct
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of LID systems and assure post-construction
controls are properly designed to reduce the
discharge of pollutants into stormwater and to
keep in line with the overall goal of the MS4
Permit.
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documents as they apply, acquire
understanding of key issues that need
attention during the plan check process
and establish ongoing operating procedures
between City staff and our team for the on-call
services.
• 5HSRUWWR&LW\+DOOZKHQFDOOHGXSRQWRSLFNXS
project documents for review, and meet with
city staff, as needed, to be briefed on project
particulars.
• Work with other consultants in coordinating the
plans and the technical reports.
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• &RQGXFWÀHOGUHYLHZVRISURMHFWVZLWK&LW\VWDII
as needed, to address unique aspects of the
proposed project.
• Attend scheduled development review
meetings, as needed. Brief City staff on
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details.
• Provide assistance, as requested, to developers
in the design of BMP treatments for their
private projects.
• Complete plan review within 10 working days of
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working days of re-submittal for subsequent
plan checks.
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program and provide City staff with log-in
credentials.
NV5 agrees to the Scope of Work and Services as
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plan, management and QA/QC plan are included
on the following pages and can be tailored to meet
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Plan Check Approach
Our primary approach is to serve as a direct
extension of the City staff. NV5 will take every
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met. It is our intention to consistently beat the plan
review turnaround times while assuring continuous
quality and reasonable implementation of the state
codes and all local amendments. We will put forth
a coordinated effort and responsibility to track and
coordinate all applications or requests received in
the City.
All plan check services will be driven by the
accepted architect-engineering and industry
professional practices, and will comply with the
applicable regulations. Turnaround times of plan
checks are crucial, and we intend to return plan
checks within the timelines outlined by the City. We
continually train existing employees and recruit new
talent to exceed the expectations of our clients.
We understand how essential it is for individual
departments to work together in order to build a
successful project. Our philosophy is to work closely
with all departments, divisions and agencies to
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standards, and we take pride in providing solutions
for your constituents.
Outlined below is the general process the NV5
team utilizes to provide plan review services. This is
presented as a guideline to be adjusted according
to the processing procedures of your jurisdiction.
We will work with the City in a seamless manner for
review of plans for code compliance and keeping
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PROJECT DELIVERABLES: PLAN CHECK PROJECTS
Deliverables for a typical plan check project
include:
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ɾSigned comment letter with checklist
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In compliance with state law, all plan check
services will be performed by or under the
responsible charge of a California licensed
professional eligible to prepare and sign the type of
map, plan, or professional study being reviewed. All
plan review memos will be signed and sealed by a
duly licensed professional.
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_13 (:25.$3352$&+
PLAN CHECK SUBMITTALS SEQUENCE
Each submittal will generally follow the following
sequence:
First Plan Check
The initial plan check will be comprehensive and
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early in the review process as possible, so that
the developer can respond in a timely manner. In
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plan check will include the following:
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Approval
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Inter-Agency Jurisdictional Issues
Subsequent Submittals
Plan check resubmittals are reviewed for
completeness and to determine if all previous
comments have been fully addressed. If the
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the submittal, new review comments may be
necessary. The NV5 plan checker will identify
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subsequent reiterations of the plan check
submittals.
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We anticipate that after no more than three (3)
plan checks, NV5 will request that the developer
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that plans are complete and that all associated
documents have been submitted. NV5 will then
provide an approval letter and other required
documents and transmittals, depending on the
type of review.
Transmittal
NV5 will maintain accurate and comprehensive
records related to all plans, calculations and
documents received. Our team is experienced in
providing digital plan review and will accept, review
and return plans electronically if the City desires.
We will screen and log every application to assure
they are routed to all plan checkers in a timely
manner. All submittals are checked for compliance
with relevant state and local requirements. The log
serves as a tracking device to assure turnarounds
and completeness of review.
Corrections
NV5 will assure that corrections are handled as
quickly and as clearly as possible. We will identify
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standards, codes and regulations. We will either
provide notes on the plans as appropriate, or
provide a correction sheet detailing which items
need to be addressed for plan approval.
Each project will be reviewed with strict adherence
to our company policy of independent objectivity as
a third party. Projects have ranged from the simple
to the complex across all types of construction. Our
wide exposure and expertise allow us to provide
impartial and comprehensive plan reviews clearly
indicating the applicable codes and standards and
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individually prepared for each project and, while
we use Agency standard checklists as a basis
for our review, we also review each individual
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merits — including boundary conditions and
general construction considerations. Our Plan
5HYLHZ5HSRUWVDUHZULWWHQWRSURYLGHWKHGHVLJQ
team with a clear and concise understanding of
the issues. Comments from each discipline are
grouped together for easy reference, and each
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VSHFLÀFDWLRQVDVZHOODVDUHIHUHQFH
Approvals
Upon completion of each plan review, plans and
supporting documents will be returned to the City
recommending approval. Approval will only be given
when all compliance issues are resolved to the best
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$FFHOHUDWHG3ODQ5HYLHZ
In most cases, we will complete the initial plan
review in 10 working days and considerably less
time for re-checks. However, some plans may
require expedited review. At your request, we will
perform plan review services within an accelerated
time frame. Accelerated plan review may require an
additional fee, agreed upon by the applicant and
NV5.
0HHWLQJV
We will conduct and coordinate all communications
with the City for plan review comments to assure
WKDWSODQUHYLHZLVVXHVDUHKDQGOHGHIÀFLHQWO\
During the plan review process, we are prepared
to meet with City staff and the applicant at any
time. Our goal is to issue approved plans as quickly
as possible, but in full compliance with local
codes, ordinances and guidelines. Our experience
suggests greater involvement early in the design
SURFHVV\LHOGVH[FHSWLRQDOEHQHÀWV:HIHHOLW
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meetings for projects subject to the Planning
5HYLHZSURFHVV
MANAGEMENT PLAN + QA/QC
Our managerial approach is based on shared
expectations and clear and consistent
communication with City staff throughout
the delivery of projects. We will implement a
comprehensive program based on best practices
to validate that each and every review is thorough,
DFFXUDWHFRQVLVWHQWDQGWLPHO\7KLVV\VWHP·V
success is based on thousands of hours of
practical, real- world experience by our dedicated
personnel and their unique ability to interact
TXLFNO\DQGHIÀFLHQWO\ZLWK\RXUVWDII7KHVSHFLÀF
action items in our process include:
• Coordination and Communication. Our staff
will handle the necessary administrative
functions, such as project tracking, managing
project controls, maintaining and distributing
communications, reviewing agendas and
RUGLQDQFHLVVXHVDQGÀHOGLQJFDOOVRQSURMHFW
status.
• Reliable and Responsive Service. Our project
manager will provide proactive communication,
utilize proven project management tools and
best practices, and will anticipate your needs
and quickly respond with accurate and detailed
information every step of the way. We are
available to meet with the City at kickoff and
progress meetings to discuss procedures,
projects, and to maintain momentum and
project schedules.
• (IÀFLHQWO\0HHW7XUQDURXQG'HDGOLQHV
and Maintain Development Momentum.
$QHPSKDVLVZLOOEHSODFHGRQRXUVWDII·V
experience with the City and requirements
to proactively facilitate communication and
processing. We will work to assure proven
quality assurance and schedule control
measures are implemented.
• Maintain Accuracy and Cost Savings Through
Proven Processes and Continuity. We can
implement integrated, standardized processes,
including electronic plan reviews that will be
utilized by seasoned staff members who deliver
plan review comments that are consistent,
WKRURXJKDFFXUDWHDQGGRQHULJKWWKHÀUVW
time.
• Analyzing Submittals. Our team will review
and assess initial submittals for completeness,
review title sheets and non-technical issues;
PDLQWDLQÀOHV
PRQLWRUGXHGDWHV
PRQLWRU
contract budget and status tracking reports;
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_15 (:25.$3352$&+
and coordinate invoicing. Consistency will be
maintained by assigning the project to the
same reviewer that performed the previous
reviews, unless circumstances dictate
otherwise.
• Facilitating Quality Reviews. Our experienced
public works plan reviewers will routinely review
agency standards, ordinances, guidelines,
and update checklists; write comment letters;
coordinate project returns; attend review
meetings; and communicate comments to the
applicant and designers. Because of our depth
of resources and project tools (checklists,
comment letters), reassigned projects can be
reviewed without missing deadlines or causing
unnecessary rechecks.
• Providing Expertise. Our experts will provide
a quality, comprehensive review of plans,
studies, maps and reports in accordance
with all accepted engineering practices, the
Subdivision Map Act, applicable regulations
and City development standards. Our experts
are also available to meet with your staff to
clarify comments and discuss solutions, as
well as provide full and complete reviews for
each project that will minimize the number of
resubmittals by the customer.
• Quality Assurance/Quality Control. We are
committed to a Quality Assurance, Quality
&RQWURODQG&RQVWUXFWDELOLW\5HYLHZSURWRFROIRU
all deliverables submitted to a client. Our QC
policy requires our project engineer and project
manager to sign off on the cover sheet and
commit that they have reviewed the submittal
and are accepting responsibility for the quality
of the documents prior to being submitted for
review by peers.
NV5 goes above and beyond to help their clients. Whether it be questions about a plan check, or questions in general about a policy or procedure, NV5 has always been available to help the City. They meet all their deadlines and do a very thorough job throughout the plan check process. They make themselves available when meetings are necessary and do a great job of communicating issues or concerns. NV5 has become a part of our team, and we know that we are in good hands.
— Jilleen Ferris, former City Engineer of Desert Hot Springs (current Director of Public Works, City of Hemet)
CLIENT TESTIMONIAL
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_16 F. CLIENT REFERENCES
5HIHUHQFHV
Provided below are references of three recent clients for whom On-Call Plan Check Services have been SHUIRUPHGWKDWDUHFRPSDUDEOHLQTXDOLW\DQGVFRSHWRWKDWVSHFLÀHGLQWKLV5)3
CITY OF COMPTON
John Strickland
Project Manager
205 S. Willowbrook Ave.
Compton, CA 90220
310.605.5505
[email protected]
On-Call Plan Check and
7UDIÀF(QJLQHHULQJ6HUYLFHV
(2022-Current): Services
include technical plan check
for engineering documents
and plans and review of maps
and legal descriptions for
FRQIRUPDQFHZLWK)HGHUDO
State and local regulations,
particularly the California
Subdivision Map Act and
general compliance with City
Standards, Ordinances and
5HJXODWLRQVLQFOXGLQJWKH
Low Impact Development
requirements. NV5 also
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Engineering Services.
CITY OF EL MONTE
Lee Torres
City Engineer
11333 Valley Blvd.
El Monte, CA 91731
626.580.2055
[email protected]
On-Call Plan Check Services
(2022-Current; previous
contract - June 2019-2022)
NV5 is contracted with the
City of El Monte to provide
plan check/review services
and staff support to oversee
the construction of various
CIP projects and wireless
communications facilities.
5HYLHZVLQFOXGHJUDGLQJVRLOV
report reviews, sewer, water,
and storm drain improvements,
hydrology reports, SWPPPs, Low
Impact Development, street
improvement plans, parcel/tract
maps, easements and lot line
adjustments.
CITY OF SEAL BEACH
Iris Lee
Deputy Public Works
Director/City Engineer
211 Eighth St.
Seal Beach, CA 90740
562.431.2527, ext. 1322
[email protected]
On-Call Plan Check Services
(2022-Current): NV5 is
providing as-needed plan
check services to the City for
land development projects,
including grading, drainage,
street improvements, hydrology
reports, Water Quality
Management Plans (WQMP),
National Pollutant Discharge
Elimination System (NPDES)
reports, and Storm Water
Pollution Prevention Plans
(SWPPP); utilities permits/plans;
surveying; and subdivision
projects, including lot line
adjustments, tract maps,
SDUFHOPDSVDQGFHUWLÀFDWHVRI
compliance.
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_17 H. SCHEDULE OF HOURLY RATES
5HJXODUUDWHV:RUNLQH[FHVVRIKRXUVDQGZRUNRQ6DWXUGD\VZLOOEHELOOHGDWWLPHVWKHUHJXODUUDWH:RUNLQH[FHVVRIKRXUVDQG work on Sundays and Holidays will be billed at 2 times the regular rate.
Fee Schedule
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(1*,1((5,1*6(59,&(6 +285/<5$7(
Principal $275
Project Manager $225
Plan Check Engineer III $195
Plan Check Engineer II $175
Plan Check Engineer I $150
7UDIÀF(QJLQHHU $225
Senior Structural Engineer $210
Structural Engineer $175
6859(<352)(66,21$/6(59,&(6 +285/<5$7(
Junior Engineer/Planner/Scientist/Surveyor $142
Assistant Engineer/Planner/Scientist/Surveyor $161
Associate Engineer/Planner/Scientist/Surveyor $183
Senior Engineer/Planner/Scientist/Surveyor $200
Manager $255
Associate $272
Principal $291
*(27(&+1,&$/352)(66,21$/6(59,&(6 +285/<5$7(
Senior Principal Engineer/Geologist $245
Principal Engineer/Geologist $225
Associate Engineer/Geologist $205
Senior Engineer/Geologist $185
Project Engineer/Geologist $155
Senior Staff Engineer/Geologist $135
Staff Engineer/Geologist $120
Senior CQA Manager $170
CQA Manager $150
)LHOG6XSHUYLVRU $150
Administration Staff $75
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_18
NON-COLLUSION AFFIDAVIT
APPENDIX C
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,KDYHQRWGLUHFWO\RULQGLUHFWO\LQGXFHGRUVROLFLWHGDQ\RWKHU3URSRVHUWRSXWLQDIDOVH RUVKDPSURSRVDODQG,KDYHQRWGLUHFWO\RULQGLUHFWO\FROOXGHGFRQVSLUHGFRQQLYHGRU DJUHHGZLWKDQ\RWKHU3URSRVHURUDQ\RQHHOVHWRSXWLQVKDPSURSRVDORUWRUHIUDLQIURP VXEPLWWLQJWRWKLV5)3
,KDYHQRWLQDQ\PDQQHUGLUHFWO\RULQGLUHFWO\VRXJKWE\DJUHHPHQWFRPPXQLFDWLRQ RUFRQIHUHQFHZLWKDQ\RQHWRIL[WKHSURSRVDOSULFHRUWRIL[DQ\RYHUKHDGSURILWRUFRVW HOHPHQWRIWKHSURSRVDOSULFHRUWRVHFXUHDQ\DGYDQWDJHDJDLQVWWKH&LW\RI3LFR5LYHUD RURIDQ\RQHLQWHUHVWHGLQWKHSURSRVHGFRQWUDFW
$OOVWDWHPHQWVFRQWDLQHGLQWKH3URSRVDODQGUHODWHGGRFXPHQWVDUHWUXH
,KDYHQRWGLUHFWO\RULQGLUHFWO\VXEPLWWHGWKHSURSRVDOSULFHRUDQ\EUHDNGRZQWKHUHRI RUWKHFRQWHQWVWKHUHRIRUGLYXOJHGLQIRUPDWLRQRUGDWDUHODWLYHWKHUHWRRUSDLGDQGZLOO QRW SD\ DQ\ IHH WR DQ\ SHUVRQ FRUSRUDWLRQ SDUWQHUVKLS FRPSDQ\ DVVRFLDWLRQ RUJDQL]DWLRQ5)3GHSRVLWRU\RUWRDQ\PHPEHURUDJHQWWKHUHRIWRHIIHFWXDWHDFROOXVLYH RUVKDPSURSRVDO
,KDYHQRWHQWHUHGLQWRDQ\DUUDQJHPHQWRUDJUHHPHQWZLWKDQ\&LW\RI3LFR5LYHUD SXEOLFRIILFHULQFRQQHFWLRQZLWKWKLVSURSRVDO
,XQGHUVWDQGFROOXVLYHELGGLQJLVDYLRODWLRQRI6WDWHDQG)HGHUDOODZDQGFDQUHVXOWLQ ILQHVSULVRQVHQWHQFHVDQGFLYLOGDPDJHDZDUGV
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1DPHRI$XWKRUL]HG5HSUHVHQWDWLYH 7LWOHRI$XWKRUL]HG5HSUHVHQWDWLYH $XWKRUL]HG5HSUHVHQ
Jeffrey M. Cooper, PE Senior Vice President
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_19
APPENDIX
Project Experience
On-Call Plan Check Services
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Plan Check Engineer.5HYLHZVLQFOXGHVXEGLYLVLRQPDSVSDUFHOPDSV boundary adjustments and legal descriptions for conformance with local and state ordinances and laws; grading plans; street improvement plans; utility improvement plans; stormwater quality management plans; hydrology DQGK\GUDXOLFFDOFXODWLRQVDQGUHSRUWV
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SWPPP; erosion and sediment control plans; and geotechnical report review.
On-Call Plan Check Services
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Project Manager. Mr. Niknafs is responsible for providing as-needed plan check services to the City for land development projects, including grading, drainage, street improvements, hydrology reports, Water Quality Management Plans (WQMP), National Pollutant Discharge Elimination System (NPDES) reports, and Storm Water Pollution Prevention Plans (SWPPP); utilities permits/plans; surveying; and subdivision projects, including lot line DGMXVWPHQWVWUDFWPDSVSDUFHOPDSVDQGFHUWLÀFDWHVRIFRPSOLDQFH On-Call Plan Check Services
&,7<2)(/0217(_(/0217(&$
Project Manager. Our team is contracted with the City of El Monte to provide plan check/review services and staff support to oversee the construction of various CIP projects and wireless communications facilities. 3ODQ&KHFN 7UDIÀF(QJLQHHULQJ6HUYLFHV
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Project Manager. Mr. Niknafs is responsible for providing professional SODQFKHFNVHUYLFHVDQGWUDIÀFHQJLQHHULQJVHUYLFHVIRUWKH&LW\·V3XEOLF Works Department. Services include technical plan check for engineering documents and plans and review of maps and legal descriptions for FRQIRUPDQFHZLWK)HGHUDO6WDWHDQGORFDOUHJXODWLRQVSDUWLFXODUO\WKH California Subdivision Map Act and general compliance with City Standards, 2UGLQDQFHVDQG5HJXODWLRQVLQFOXGLQJWKH/RZ,PSDFW'HYHORSPHQW UHTXLUHPHQWVLGHQWLÀHGLQ&LW\RI&RPSWRQ2UGLQDQFH
DAVID NIKNAFS, PE
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Mr. Niknafs has more than 30 years of civil engineering experience in the public and private sectors working on various capital improvement projects and has extensive experience working as a project director and project manager. He has managed numerous public works and development projects, including roadways, bridges, drainage, sewer, water, underground utilities, building facilities and related infrastructure improvement projects.
CONTACT INFO
[email protected]
EXPERIENCE
30 years
EDUCATION
M.S. Civil Engineering
B.S. Civil Engineering
LICENSES
Civil Engineer (CA)
No. 42697
AFFILIATIONS
American Public Works
Association (APWA)
American Society of Civil
Engineers (ASCE)
Transportation &
Development Institute
RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B1
CONTACT INFO
[email protected]
EXPERIENCE
27 years
EDUCATION
B.S. Civil Engineering
LICENSES/
CERTIFICATES
Civil Engineer (CA)
No. 69107
TAMARA O’NEAL, PE
/HDG3ODQ&KHFN(QJLQHHU
0V2·1HDOKDVPRUHWKDQ\HDUVRIH[SHULHQFHLQPXQLFLSDODQGSULYDWH engineering services, including capital improvement and development review project management, sewer rehabilitation design and planning, stormwater quality regulatory, reporting and review services, asset PDQDJHPHQWÁRRGSODLQGHYHORSPHQWVHUYLFHVDQGHQYLURQPHQWDO restoration services. In addition to having direct public agency employment H[SHULHQFH0V2·1HDOKDVSURYLGHGH[WHQVLRQRIVWDIIVHUYLFHVRQD consultant basis for numerous cities, as well as water and sanitation districts in San Diego, Orange and Los Angeles counties.
Project Experience
On-Call Plan Check Services
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Project Manager.0V2·1HDORYHUVHHVWKLVRQFDOOSODQFKHFNFRQWUDFWIRU WKH&LW\RI3LFR5LYHUD5HYLHZVLQFOXGHVXEGLYLVLRQPDSVSDUFHOPDSV boundary adjustments and legal descriptions for conformance with local and state ordinances and laws; grading plans, including preliminary grading, mass grading, rough grading and precise grading plans; street improvement plans, including street widening, rehabilitation and new street plans; utility improvement plans; stormwater quality management plans; hydrology DQGK\GUDXOLFFDOFXODWLRQVDQGUHSRUWV
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stormwater pollution prevention plans; erosion and sediment control plans; and geotechnical report review.
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Project Manager.0V2·1HDOLVSURYLGLQJWKH&LW\ZLWKUHYLHZRIDVQHHGHG SULYDWHGHYHORSPHQWSURMHFWVDQGSXEOLFZRUNVLQVSHFWLRQVHUYLFHV5HYLHZV include improvement, sewer and storm drain plans, hydrology and hydraulic reports, water quality reports, geotechnical reports, structural calculations and cost estimates. NV5 is assisting the City with the development of checklists, standard notes, unit price lists and other documents to standardize and streamline the review/inspection process. 3ODQ&KHFN 7UDIÀF(QJLQHHULQJ6HUYLFHV
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Plan Check Engineer. 0V2·1HDOLVSURYLGLQJSURIHVVLRQDOSODQFKHFN VHUYLFHVIRUWKH&LW\·V3XEOLF:RUNV'HSDUWPHQW6HUYLFHVLQFOXGHWHFKQLFDO plan check for engineering documents and plans and review of maps and OHJDOGHVFULSWLRQVIRUFRQIRUPDQFHZLWK)HGHUDO6WDWHDQGORFDOUHJXODWLRQV particularly the California Subdivision Map Act and general compliance ZLWK&LW\6WDQGDUGV2UGLQDQFHVDQG5HJXODWLRQVLQFOXGLQJWKH/RZ,PSDFW 'HYHORSPHQWUHTXLUHPHQWVLGHQWLÀHGLQ&LW\RI&RPSWRQ2UGLQDQFH
RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B2 Project Experience
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Project Engineer. Ms. Asam is providing engineering development review services for a variety of projects ranging from single-family developments WRODUJHPXOWLSKDVHVXEGLYLVLRQVDQGFRPPHUFLDOSURMHFWVZLWKVLJQLÀFDQW public infrastructure requirements. NV5 reviewed Hydraulic and Hydrologic Analyses, Water Quality Management Plans (WQMPs), erosion control plans, soils reports, private grading and public improvement plans for conformance with project conditions of approval and compliance with County requirements.
Plan Check Services
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Plan Check Engineer. Ms. Asam is part of the NV5 team providing on-call engineering plan check services to the City of Desert Hot Springs. Services include the review of grading and improvement plans, hydrology and hydraulic reports, geotechnical reports, water quality treatment and erosion control, title documents and review against project conditions of approval for residential, commercial and industrial development applications. :DWHU4XDOLW\0DQDJHPHQW3ODQ+\GURORJ\5HSRUW3ODQ&KHFN6HUYLFHV &2817<2)5,9(56,'(75$163257$7,21'(3$570(17_5,9(56,'(&$ Plan Check Engineer. Ms. Asam provides plan checking services for WQMP
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QHZGHYHORSPHQWDQGVLJQLÀFDQWUHGHYHORSPHQWSURMHFWVDQGSODQFKHFN VHUYLFHVIRUSULYDWHGHYHORSPHQWSURMHFWVIRUFRPSOLDQFHZLWKWKHFRXQW\·V 06SHUPLWVDQGWKH5LYHUVLGH&RXQW\:403IRU8UEDQ5XQRII5HYLHZRI 3:403V):403V+\GUDXOLFDQG+\GURORJ\UHSRUWVÁRRGSODLQVWXGLHV and grading plans.
PADMA ASAM, PE, QSD/QSP, LEED AP
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Ms. Asam has 17 years of design experience in public work projects, including design of roadway widening and alignments, retaining walls, pedestrian ramps, engineering reports and utility undergrounding. She is adept in the design standards of various local public agencies in Southern California. Ms. Asam has extensive experience reviewing grading plans, street and storm drain improvement plans, utility plans, tract maps, structural plans and details and stormwater-related documents. She has extensive experience working with local funding agencies to prepare and administer grant applications on behalf of local agency clients.
CONTACT INFO
[email protected]
EXPERIENCE
17 years
EDUCATION
M.S. Structural
Engineering
B.S. Civil Engineering
LICENSES/
CERTIFICATES
Civil Engineer (CA)
No. 83896
4XDOLÀHG6:333
Developer/Practitioner
(CA) No. 27085
LEED Accredited
Professional
RESUMES
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ARSANIOUS HANNA, PE, CBO, QSD
3ODQ&KHFN(QJLQHHU
Mr. Hanna has more than 30 years of experience in public works and city engineering, including design, plan check, building and safety, project management, construction management and personnel/ department management from the planning and design phases through the construction phase. He has held various positions at public agencies, LQFOXGLQJÀYH\HDUVDWWKH&LW\RI,UZLQGDOHDQGSOXV\HDUVDWWKH County of Los Angeles Public Works Department. He has managed capital improvement programs, reviewed and approved plans and managed FRQVWUXFWLRQRIFRQWUDFWZRUNIRUFRPSOLDQFHZLWKSODQVDQGVSHFLÀFDWLRQV
CONTACT INFO
arsanious.hanna
@nv5.com
EXPERIENCE
30+ years
EDUCATION
B.S. Civil Engineering
LICENSES/
CERTIFICATES
Civil Engineer (CA)
No. 70743
Civil Engineer (CO)
No. 0061094
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No. 38772
Civil Engineer (TX)
No. 142591
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Plans Examiner
CA Safety Assessment
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American Public Works
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American Society of Civil
Engineers (ASCE)
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International Code Council
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Plan Check Engineer. Mr. Hanna is providing plan review services for the City. NV5 is contracted by the City to provide on-call plan check review services, including Building Code review (plumbing, mechanical, electrical, HQHUJ\JUHHQVWUXFWXUDODUFKLWHFWXUDODQGDFFHVVLELOLW\
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Plan Check Engineer. Mr. Hanna is part of the NV5 team that is providing engineering development review services for a variety of projects ranging from single-family development to large, multi-phase subdivisions and FRPPHUFLDOSURMHFWVZLWKVLJQLÀFDQWSXEOLFLQIUDVWUXFWXUHUHTXLUHPHQWV19 reviews Hydraulic and Hydrologic Analysis, Water Quality Management Plans (WQMPs), erosion control plans, soils reports, private grading and public improvement plans for conformance with project conditions of approval and compliance with County requirements.
As-Needed Plan Check Services
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Lead Plan Check Engineer. Mr. Hanna is providing as-needed plan FKHFNVHUYLFHVIRUWKH&RXQW\·V%XLOGLQJ6HUYLFHV'LYLVLRQIRUUHVLGHQWLDO FRPPHUFLDODQGHQHUJ\SURMHFWV19·VVHUYLFHVLQFOXGHHYDOXDWLRQ of changing regulatory requirements to permit and land development processing; coordination of building permit service delivery to the public; receiving and responding to customer service requests; and providing recommendations for approval.
RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B4
CONTACT INFO
[email protected]
EXPERIENCE
30 years
EDUCATION
B.S. Civil Engineering
ART BISCOCHO
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Mr. Biscocho has more than 30 years of experience as a Project Designer.
He has a demonstrated ability to manage multiple projects from planning to construction close-out. He has a wealth of knowledge of the overall operational experience working with municipal agencies, and his TXDOLÀFDWLRQVLQFOXGHWKHDELOLW\WRUHYLHZDQGSUHSDUHFRQVWUXFWLRQSODQV VSHFLÀFDWLRQVDQGFRVWHVWLPDWHV
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process permits; and establish, maintain and foster positive working relationships with agency staff.
Project Experience
On-Call Plan Check Services
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Plan Check Engineer. Mr. Biscocho is providing plan check services for various land development projects for the City. Our team is contracted with the City of El Monte to provide plan check/review services and staff support to oversee the construction of various CIP projects and wireless FRPPXQLFDWLRQVIDFLOLWLHV5HYLHZVLQFOXGHJUDGLQJVRLOVUHSRUWUHYLHZV sewer, water, and storm drain improvements, hydrology reports, SWPPPs, Low Impact Development, street improvement plans, parcel/tract maps, easements and lot line adjustments.
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Plan Check Engineer. Mr. Biscocho is part of the team that is providing VWRUPGUDLQSODQUHYLHZVHUYLFHVIRUWKH&LW\DQGLGHQWLÀFDWLRQRIH[LVWLQJ VWRUPGUDLQFDWFKEDVLQVWKDWDUHFDQGLGDWHVWRUHFHLYHÀOWHULQVHUWV )<3DYHPHQW0DQDJHPHQW3URJUDP,PSOHPHQWDWLRQ
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Project Engineer. Mr. Biscocho is providing engineering design services IRUWKH&LW\·V)LVFDO<HDU3DYHPHQW0DQDJHPHQW3URJUDP Implementation project. Improvements include selective removal and repair of concrete curbs and gutters, sidewalks, driveways, cross gutters, catch basins, bus pads, and alley aprons; pavement repairs, including full-depth reconstruction, rubberized asphalt pavement wearing course
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Slurry Seal Type II; sewer point repairs based on City-provided CCTV videos; utility pull box relocation; storm drain infrastructure analysis and design, including hydrology and hydraulic analysis if needed; installation of survey well monuments; tree plantings, including coordinating with the City for WUHHVSHFLHVDQGORFDWLRQV
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RESUMES
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On-Call Plan Check Services
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Plan Check Engineer. Mr. Novak provides as-needed plan review for various development projects for the City. Our team is contracted with the City to provide reviews of subdivision maps, parcel maps, boundary adjustments and legal descriptions for conformance with local and state ordinances and laws; grading plans; street improvement plans; utility improvement plans; stormwater quality management plans; hydrology and hydraulic calculations DQGUHSRUWV
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prevention plans; erosion and sediment control plans review. 3ODQ&KHFN5HYLHZV
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Plan Check Engineer. Mr. Novak is reviewing grading and drainage plans for various land development projects for the City. Our team is contracted with the City of El Monte to provide plan check/review services and staff support to oversee the construction of various CIP projects and wireless FRPPXQLFDWLRQVIDFLOLWLHV5HYLHZVLQFOXGHJUDGLQJVRLOVUHSRUWUHYLHZV sewer, water, and storm drain improvements, hydrology reports, SWPPPs, Low Impact Development, street improvement plans, parcel/tract maps, easements and lot line adjustments.
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Plan Check Engineer. Mr. Novak is providing as-needed engineering development review services for a variety of projects ranging from singlefamily development to large, multi-phase subdivisions and commercial SURMHFWVZLWKVLJQLÀFDQWSXEOLFLQIUDVWUXFWXUHUHTXLUHPHQWV19KDV reviewed Hydraulic and Hydrologic Analyses, Water Quality Management Plans (WQMPs), erosion control plans, soils reports, private grading and public improvement plans for conformance with project conditions of approval and compliance with County requirements.
STEVE NOVAK
3ODQ&KHFN(QJLQHHU
Mr. Novak has more than 25 years of experience in civil, environmental and geotechnical engineering. His expertise includes the conceptual planning, design and preparation of rough to precise grading plans; land use studies and preliminary engineering; street design; and water, sanitary sewer, street and storm drain plans. His projects encompass residential, wastewater and infrastructure, mountain and hillside, golf and resort, and commercial SURMHFWV0U1RYDNLVSURÀFLHQWZLWK$XWR&$'&':RUGDQG([FHOVRIWZDUH applications.
CONTACT INFO
[email protected]
EXPERIENCE
25 years
EDUCATION
A.S. Building Technology
LICENSES/
CERTIFICATES
&HUWLÀFDWH0DVWHU
Planning Communities
RESUMES
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0U5RQTXLOORLVDQ$VVLVWDQW(QJLQHHUH[SHULHQFHGLQWKHSODQFKHFN design and administration of public works projects. He is skilled in AutoCAD, ArcGIS, Civil 3D, structural analysis, and analyzing design and contract documents. He is well-versed in the Greenbook, Standard Plans for Public Works Construction, and interpreting City standards.
Project Experience
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Assistant Engineer. 0U5RQTXLOORLVDVVLVWLQJWKHWHDP that is providing SURIHVVLRQDOSODQFKHFNVHUYLFHVDQGWUDIÀFHQJLQHHULQJVHUYLFHVIRUWKH &LW\·V3XEOLF:RUNV'HSDUWPHQW6HUYLFHVLQFOXGHWHFKQLFDOSODQFKHFN for engineering documents and plans and review of maps and legal GHVFULSWLRQVIRUFRQIRUPDQFHZLWK)HGHUDO6WDWHDQGORFDOUHJXODWLRQV particularly the California Subdivision Map Act and general compliance ZLWK&LW\6WDQGDUGV2UGLQDQFHVDQG5HJXODWLRQVLQFOXGLQJWKH/RZ,PSDFW 'HYHORSPHQWUHTXLUHPHQWVLGHQWLÀHGLQ&LW\RI&RPSWRQ2UGLQDQFH (including maintaining database Excel spreadsheets for BMPs tracking through the various stages of development). NV5 also performs various 7UDIÀF(QJLQHHULQJ6HUYLFHVVXFKDVUHYLHZDQGUHFRPPHQGDWLRQDQG RUDSSURYDOIRU7UDIÀF,PSDFW$QDO\VHVIRUSXEOLFSULYDWHSURMHFWVZDUUDQW VWXGLHVIRUWUDIÀFVLJQDODQGRUVWRSVLJQVLQVWDOODWLRQVDQGYDULRXVRWKHU related tasks.
On-Call Plan Check Services
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Assistant Engineer. 0U5RQTXLOORLVDVVLVWLQJWKHWHDP that is providing plan check/review services and staff support to oversee the construction of YDULRXV&,3SURMHFWVDQGZLUHOHVVFRPPXQLFDWLRQVIDFLOLWLHV5HYLHZVLQFOXGH grading, soils report reviews, sewer, water, and storm drain improvements, hydrology reports, SWPPPs, Low Impact Development, street improvement plans, parcel/tract maps, easements and lot line adjustments.
FY 2022-23 Street Improvements
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Assistant Engineer. 0U5RQTXLOORLVDVVLVWLQJWKHWHDPUHVSRQVLEOHIRU SURYLGLQJHQJLQHHULQJGHVLJQVHUYLFHVIRUWKH&LW\·V)<6WUHHW Improvements. Improvements include grind and overlay, slurry seal, and crack seal, depending on the current condition of each roadway segment. 2XUVHUYLFHVLQFOXGHSURYLGLQJSUHOLPLQDU\DQGÀQDOVWUHHWLPSURYHPHQW SODQV
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during construction.
CONTACT INFO
matthew.ronquillo
@nv5.com
EXPERIENCE
2 years
EDUCATION
B.S. Civil Engineering
A.S. Engineering
A.A. Science &
Mathematics
RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B7
LUANNE BEAN, PE
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Ms. Bean has more than 35 years of experience in the engineering, design, DQGFRQVWUXFWLRQRIZDWHUDQGZDVWHZDWHUSURMHFWV$VD5HJLVWHUHG&LYLO Engineer and a former Class A General Engineering Contractor, Ms. Bean has seen construction from both sides of the fence. Her technical skills include specialized structural analysis and design of large 600-MGD water treatment plants, pipelines up to 12 feet in diameter, mechanical analysis, SCADA & I&C oversight and coordination, diesel generator design and $40'SHUPLWWLQJWKHSUHSDUDWLRQRIHQJLQHHULQJSODQVVSHFLÀFDWLRQV and cost estimates, as well as construction management. She has held various positions with many public agencies, including Structural Discipline 'LUHFWRUIRU6RXWKHUQ1HYDGD:DWHU$XWKRULW\·V%&,3SURJUDPIRUZKLFK she specialized in structural and forensic analysis, Project Manager for the 0HWURSROLWDQ:DWHU'LVWULFWDQG3URMHFW2IÀFHULQFKDUJHRIGLVDVWHUIXQGLQJ DFURVVWKUHHVWDWHVDQGÀYHFRXQWLHVIRU)(0$
Project Experience
6HZHU/LQH&URVVLQJDW-RKQVRQ$YHQXHDQG0HWUROLQN6&55$DQG8355 Railroads
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Project Manager/Senior Engineer. Ms. Bean is responsible for providing emergency engineering design services for the Sewer Line Crossing at -RKQVRQ$YHQXHDQG0HWUROLQN6&55$DQG83555DLOURDGV'XHWRDQ DGGLWLRQDOUDLOURDGWUDFNSURSRVHGE\6&55$WRPHHWWKHQHHGVRIWKH upcoming Olympics, the City must encase an 8-inch gravity sewer line that runs north from Johnson Avenue underneath the existing railroad tracks to the alley beyond. A new 12-inch sewer main will be jack and bored at the southern limit of the railroad right-of-way at Johnson Avenue, underneath the existing and future railroad rails, overtop the slot within the Los Angeles &RXQW\)ORRG&RQWURO'LVWULFW·VH[LVWLQJVWRUPGUDLQWRWKHDOOH\MXVWQRUWK of the existing railroad right-of-way. Services include preparing the plans, VSHFLÀFDWLRQVDQGFRVWHVWLPDWHV
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lining and sewer bypassing to keep the facilities online during construction; land surveying; geotechnical report; and coordination with the railroad. 6HZHU0DLQ$ORQJ3RUWXJXHVH%HQG
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Project Manager/Senior Engineer. Ms. Bean is responsible for providing engineering design services for the 8-inch sewer main along Portuguese %HQG5RDG5ROOLQJ+LOOV5RDG7KH&LW\HYDOXDWHGWKHIHDVLELOLW\RI connecting a portion of the City to a nearby existing wastewater conveyance system. Based on the sewer feasibility study, it was recommended to install DQHZLQFKVHZHUPDLQDORQJ3RUWXJXHVH%HQG5RDGDQGXSJUDGHWKH H[LVWLQJVHZHUPDLQDORQJ5ROOLQJ+LOOV5RDGWRDLQFKDQGLQFKVHZHU main prior to connecting to the Los Angeles County Trunk line.
CONTACT INFO
[email protected]
EXPERIENCE
35 years
EDUCATION
M.S. Civil Engineering
B.S. Civil Engineering
LICENSES
Civil Engineer (CA)
No. 50129
)RUPHU&ODVV$*HQHUDO
Engineering Contractor
REGISTRATIONS
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RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B8 Project Experience
(XFDO\SWXVDQG&LWUXV$YHQXH6HZHU&DSDFLW\,PSURYHPHQWV &,7<2)9,67$_9,67$&$
Mr. Palacios provided preliminary engineering design services for the Eucalyptus and Citrus Avenue Sewer Capacity Improvement Project involving the replacing and upsizing approximately 1,380 linear feet of 10-inch GLDPHWHU9LWULÀHG&OD\3LSH
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Eucalyptus and Citrus Avenues, between Civic Center Drive and Broadway LQ9LVWD7KHH[LVWLQJSLSHZDVLGHQWLÀHGDVEHLQJFDSDFLW\GHÀFLHQWGXULQJ the latest Sewer Master Plan update. NV5 provided surveying and mapping, JHRWHFKQLFDOHQJLQHHULQJDQGSUHSDUHGD3UHOLPLQDU\'HVLJQ5HSRUWWR evaluate alternatives to replace the existing gravity sewer main. The project also included upsizing a segment within the Vista Magnet Middle School, requiring extensive coordination with the school district. Project challenges included developing alternatives and recommendations for crossing a VWRUPGUDLQFXOYHUWUHYLHZLQJK\GUDXOLFPRGHOLQJUHVXOWVUHFRQÀJXULQJ WZRH[LVWLQJWUXQNVHZHUVDORQJ%URDGZD\WRLPSURYHÁRZFRQGLWLRQVDQG capacity, and a tight alignment corridor along Eucalyptus Avenue. NV5 is SURYLGHG2ZQHU$GYLVRU\VHUYLFHVWRVXSSRUWWKH&LW\GXULQJWKHÀQDOGHVLJQ and construction of the project through a progressive design-build delivery process.
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Project Manager. Mr. Palacios oversaw the preparation of construction documents for a gravity sewer line replacement along Lake Boulevard and College Boulevard in Oceanside. The existing gravity system utilizes an aboveground cast iron pipe supported by concrete pillars to convey wastewater across Buena Vista Creek and connects to a main trunk sewer pipeline. The project includes rerouting existing 8-inch and 12-inch gravity sewers, a 16-inch force main, and a 6-inch lateral from an adjacent senior community center and reconnecting these pipelines to the proposed 15- inch sewer along Lake Boulevard and College Boulevard.
JULIAN PALACIOS, PE
3ODQ&KHFN(QJLQHHU
Mr. Palacios is an engineering manager with 23 years of experience providing planning, design, construction support services and feasibility studies for water and wastewater treatment, water distribution, wastewater collection, and hydraulic modeling of water and wastewater systems.
His experience includes completing water and wastewater infrastructure projects for local public agencies, including the City of Oceanside, City of Carlsbad, City of Vista, Vallecitos Water District, Olivenhain Municipal Water 'LVWULFW5DPRQD0XQLFLSDO:DWHU'LVWULFWDQGWKH6DQ'LHJR&RXQW\:DWHU Authority.
CONTACT INFO
[email protected]
EXPERIENCE
23 years
EDUCATION
M.S. Environmental
Engineering
B.S. Civil Engineering
LICENSES/
CERTIFICATES
Civil Engineer (CA)
No. 67735
Civil Engineer (MX)
No. 2760774
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Management Plan Training
AFFILIATIONS
American Society of Civil
Engineers (ASCE)
RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B9 Project Experience
Plan Check Services
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Plan Check Engineer. Ms. Peterson is part of the NV5 team providing on-call engineering plan check services to the City of Desert Hot Springs. Services include the review of grading and improvement plans, hydrology and hydraulic reports, geotechnical reports, water quality treatment and erosion control, title documents and review against project conditions of approval for residential, commercial and industrial development applications. 2Q&DOO3XEOLF:RUNV,QVSHFWLRQDQG3ODQ&KHFN6HUYLFHV &,7<2)%($80217_%($80217&$
Project Engineer. Ms. Peterson served as project engineer responsible for reviewing all water quality technical reports in compliance with local municipal requirements. NV5 reviews all plans and associated technical UHSRUWVIRUFODULW\IRUPDWFRPSOHWHQHVVDQGFRQIRUPDQFHWRWKH&LW\·V grading and roadway criteria, industry-standard design procedures, SHUPLWUHTXLUHPHQWVDQGFRQGLWLRQVRIGHYHORSPHQW5HYLHZVLQFOXGH improvement, grading, and erosion control plans, sewer and storm drain plans, hydrology and hydraulic reports, water quality reports, geotechnical reports, structural calculations and cost estimates.
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WQMP Review. NV5 provided plan check assistance to the City for various technical studies. Ms. Peterson assisted with WQMP reviews and made sure that they conformed to the current MS4 Permit. Close coordination with staff was necessary to develop standard checklists and ensure consistent review comments for developers.
JENNIFER PETERSON, PE, CFM, QSD/P, CPESC, LEED AP
3ODQ&KHFN(QJLQHHU
Ms. Peterson is an engineering manager with 27 years of focused H[SHULHQFHZRUNLQJLQWKHZDWHUUHVRXUFHVÀHOGDQGPDQDJLQJVWRUPZDWHU quality and drainage projects — from the planning stages all the way through design and construction. She has managed stormwater inspection staff WKURXJKRXWWKH6WDWHRI&DOLIRUQLDDQGSURYLGHVDVVLVWDQFHWRRWKHURIÀFHV and project managers in preparing technical documents and addressing FKDOOHQJLQJLVVXHVUHODWHGWRWKH6WDWH·V*HQHUDO&RQVWUXFWLRQ3HUPLWDQG Phase I and II Municipal (MS4) Permits. She has managed stormwater programs for various agencies throughout the state, which has included SUHSDUDWLRQDQGUHYLHZRIWHFKQLFDOGRFXPHQWVFUHDWLQJWRROVIRUHIÀFLHQW plan check reviews, stormwater permitting training, review and editing of WHFKQLFDOVSHFLÀFDWLRQVDQGPDQDJHPHQWRIYDULRXVVWDNHKROGHUVDQG VXEFRQVXOWDQWVWDII
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CONTACT INFO
jennifer.peterson
@nv5.com
EXPERIENCE
27 years
EDUCATION
B.S. Civil Engineering
LICENSES/
CERTIFICATES
Civil Engineer (CA)
No. 67821
4XDOLÀHG6:333
Developer
4XDOLÀHG6:333
Practitioner
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in Erosion & Sediment
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RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B10 Project Experience
&LW\ZLGH3ODQ&KHFN5HYLHZ6HUYLFHV
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Plan Check Engineer. Mr. Lyle is part of the team providing on-call plan review services, including Building Code review (plumbing, mechanical, HOHFWULFDOHQHUJ\JUHHQVWUXFWXUDODUFKLWHFWXUDODQGDFFHVVLELOLW\
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Plan Check Engineer. Mr. Lyle is part of the team providing plan review services for the County of San Bernardino. Services include review of single-family residential projects, including new and existing construction; commercial structures, including tenant improvements; new construction; renovations; and industrial projects.
On-Call Plan Check & Inspection Services
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Plan Check Engineer. Mr. Lyle is part of the team contracted by the City of San Diego to provide as-needed engineering and building plan review and LQVSHFWLRQVHUYLFHV19·VÀUVWWDVNFRQVLVWHGRISURYLGLQJ UDSLG
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backlog of over 150 building construction plans and water quality documents submitted by applicants seeking building permit approval, which was quickly cleared by the NV5 team within one month. With the backlog cleared, the City entered the “maintenance phase,” with NV5 assisting with current incoming rapid reviews, making sure that they were being reviewed in a timely manner.
During this time, NV5 staff completed over 1,400 rapid reviews for the City and quickly built a strong and successful working relationship with the City and its staff. In 2023, NV5 was awarded a $2.5M As-Needed Plan Check and Inspection Services contract to supplement City staff and continue assisting the City with maintaining permit processing timeline goals.
SCOTT LYLE, PE, CFM, QSD/QSP
3ODQ&KHFN(QJLQHHU
Mr. Lyle has more than 39 years of experience in the management and design of a wide variety of multi-objective water resources projects, LQFOXGLQJÁRRGFRQWUROFKDQQHOVZDWHUVKHGDQDO\VHVGHWHQWLRQEDVLQV master plans, and storm drain design. He also has extensive experience in stormwater modeling, including hydrologic, hydraulic analyses and detention routing using various public agency design standards. A partial OLVWRIDJHQFLHVLQFOXGHV5LYHUVLGH&RXQW\)ORRG&RQWURO'LVWULFWDQG:DWHU Conservation District, San Diego County, City of San Diego, Orange County, and San Bernardino County.
CONTACT INFO
[email protected]
EXPERIENCE
39 years
EDUCATION
Graduate Studies in
Environmental Hydrology
B.S. Civil Engineering
LICENSES/
CERTIFICATES
Civil Engineer (CA)
No. C44062
&HUWLÀHG)ORRGSODLQ
Manager (CA)
No. 99-00013
4XDOLÀHG6:333
Developer/Practitioner
No. 00817
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Coast Engineering
AFFILIATIONS
American Society of Civil
Engineers (ASCE)
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San Diego County
Hydrology Manual
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2003, Member
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Board Member
RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B11 Project Experience
On-Call Plan Check Services
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Plan Check Engineer. Mr. Grace is part of the NV5 team providing on-call engineering plan check services to the City for land development projects, including grading, drainage, street improvements, hydrology reports, Water Quality Management Plans (WQMP), National Pollutant Discharge Elimination System (NPDES) reports, and Storm Water Pollution Prevention Plans (SWPPP); utilities permits/plans; surveying; and subdivision projects, including ORWOLQHDGMXVWPHQWVWUDFWPDSVSDUFHOPDSVDQGFHUWLÀFDWHVRIFRPSOLDQFH 'UDLQDJH6WXG\5HYLHZV
&,7<2)%($80217_%($80217&$
Project Engineer. Performed drainage study reviews on behalf of the City of Beaumont. Duties included drainage study reviews, assuring submitted GUDLQDJHUHSRUWVDGKHUHGWRWKH&LW\·VVWDQGDUGVDQGSURYLGLQJUHYLHZ comments to be addressed for approval. Projects reviewed include 1010 :HVWWK6WUHHW:4033$$FWLYH$GXOW'HYHORSPHQW6:3335HYLHZ +HDUWODQG'HYHORSPHQW'UDLQDJH6WXG\)RXU6HDVRQV'HYHORSPHQW 'UDLQDJH6WXG\2OLYHZRRG6HZHU3ODQV5HYLHZDQG$Q\6L]H597UDLOHUDQG Boat Storage WQMP.
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Project Engineer. Mr. Grace performed drainage study reviews on behalf of the City. Duties included drainage study reviews, ensuring submitted drainage UHSRUWVDGKHUHGWRWKH&LW\·VVWDQGDUGVSUHFLVHJUDGLQJDQGVHZHUUHYLHZDQG providing review comments to be addressed for approval.
As-Needed Plan Check Services
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Plan Check Engineer. Mr. Grace is providing as-needed plan review services IRUWKH&LW\19·VÀUVWWDVNFRQVLVWHGRIDVVLVWLQJWKH&LW\ZLWKH[SHGLWHG (rapid) reviews for a backlog of over 150 building construction plans and water quality documents submitted by applicants seeking building permit approval.
THOMAS GRACE, EIT
3ODQ&KHFN(QJLQHHU
Mr. Grace is a registered Engineer-in-Training with over 24 years of experience specializing in hydrologic and hydraulic engineering for urban GUDLQDJHIDFLOLWLHVÁRRGFRQWUROLPSURYHPHQWVÁRRGSODLQVWXGLHVDQGZDWHU TXDOLW\FRPSOLDQFHGRFXPHQWDWLRQ+LVZRUNLQFOXGHVSUHOLPLQDU\DQGÀQDO engineering design phases, as well as SWPPP and SUSMP documentation. +HLVVNLOOHGLQXVLQJ+(&5$6$XWR&$':63*+(&+06)ORZ0DVWHU &XOYHUW0DVWHU+<&LYLO&$'$(60RGHO3RQG3DFN6WRUP&$'DQG SWMM.
CONTACT INFO
[email protected]
EXPERIENCE
24 years
EDUCATION
B.S. Civil Engineering
LICENSES/
CERTIFICATES
Engineer-in-Training (CA)
No. 103177
RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B12
J BRALEY, PLS
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Mr. Braley has more than 45 years of experience as a Land Surveyor in California, Oregon, Washington, Nevada, and Virginia for public works agencies, institutional agencies, and private land developers. He has a strong background in right-of-way mapping, boundary and title-related LVVXHVDVZHOODVWRSRJUDSKLFVXUYH\VKRUL]RQWDODQGYHUWLFDOFRQWUROÀQDO monument and construction staking. Mr. Braley was the survey project manager on several large projects including the mapping for over 100 sections, resolving the boundaries on over 1,800 parcels within those sections and resolved boundaries for 30 miles of the Los Angeles Aqueduct.
Project Experience
3ODQ&KHFN 7UDIÀF(QJLQHHULQJ6HUYLFHV
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Plan Check Engineer. Mr. Braley is part of the team providing professional SODQFKHFNVHUYLFHVDQGWUDIÀFHQJLQHHULQJVHUYLFHVIRUWKH&LW\·V3XEOLF Works Department. Services include technical plan check for engineering documents and plans and review of maps and legal descriptions for FRQIRUPDQFHZLWK)HGHUDO6WDWHDQGORFDOUHJXODWLRQVSDUWLFXODUO\WKH California Subdivision Map Act and general compliance with City Standards, 2UGLQDQFHVDQG5HJXODWLRQVLQFOXGLQJWKH/RZ,PSDFW'HYHORSPHQW UHTXLUHPHQWVLGHQWLÀHGLQ&LW\RI&RPSWRQ2UGLQDQFH LQFOXGLQJ
maintaining database Excel spreadsheets for BMPs tracking through WKHYDULRXVVWDJHVRIGHYHORSPHQW
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Engineering Services such as review and recommendation and/or approval IRU7UDIÀF,PSDFW$QDO\VHVIRUSXEOLFSULYDWHSURMHFWVZDUUDQWVWXGLHVIRU WUDIÀFVLJQDODQGRUVWRSVLJQVLQVWDOODWLRQVDQGYDULRXVRWKHUUHODWHGWDVNV On-Call Plan Check Services
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Plan Check Engineer. Mr. Braley is part of the NV5 team providing on-call engineering plan check services to the City for land development projects, including grading, drainage, street improvements, hydrology reports, Water Quality Management Plans (WQMP), National Pollutant Discharge Elimination System (NPDES) reports, and Storm Water Pollution Prevention Plans (SWPPP); utilities permits/plans; surveying; and subdivision projects, LQFOXGLQJORWOLQHDGMXVWPHQWVWUDFWPDSVSDUFHOPDSVDQGFHUWLÀFDWHVRI compliance.
2OLYHZRRG'HYHORSPHQW
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Olivewood is a 982-Lot, 12-phase subdivision project by William Lyon Homes. His team provided design surveying to include aerial and groundVSHFLÀFWRSRJUDSKLFPDSSLQJRQRIIVLWHVWUHHWGHGLFDWLRQHDVHPHQWVDQG construction staking for all 12 phases.
CONTACT INFO
[email protected]
EXPERIENCE
45 years
EDUCATION
General Education courses
Land Survey courses
Land Surveying
)XQGDPHQWDOV
AutoCAD Level 1 & Level 2
Global Positioning Survey
course
GIS course
LICENSES/
CERTIFICATES
Professional Land Surveyor
(CA) No. 8446
Professional Land Surveyor
(NV) No. 19903
RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B13 Project Experience
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Acting City Surveyor. 0U)DKULRQLVWKH$FWLQJ&LW\6XUYH\RUIRUWKH&LW\RI %HDXPRQWXQGHUFRQWUDFWZLWK190U)DKULRQ·VUHVSRQVLELOLWLHVLQFOXGH UHYLHZRIDOO7UDFW0DSV3DUFHO0DSV/RW/LQH$GMXVWPHQWVDQG&HUWLÀFDWH of Corrections prepared in the City. Sign and seal all documents and maps that are required in the duties of the City Surveyor. NV5 reviews all plans and associated technical reports for clarity, format, completeness, and FRQIRUPDQFHWRWKH&LW\·VJUDGLQJDQGURDGZD\FULWHULDLQGXVWU\VWDQGDUG design procedures, permit requirements, and conditions of development. 5HYLHZVLQFOXGHLPSURYHPHQWJUDGLQJDQGHURVLRQFRQWUROSODQV VHZHU
and storm drain plans; hydrology and hydraulic reports; water quality reports; geotechnical reports; structural calculations; and cost estimates. 2Q&DOO3ODQ&KHFNLQJ
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Acting City Surveyor. 0U)DKULRQ·VUHVSRQVLELOLWLHVLQFOXGHGUHYLHZRIDOO7UDFW 0DSV3DUFHO0DSV/RW/LQH$GMXVWPHQWV/RW0HUJHUV5HFRUGRI6XUYH\VDQG &HUWLÀFDWHRI&RUUHFWLRQVSUHSDUHGLQWKH&LW\2WKHUGXWLHVLQFOXGHSUHSDULQJ legal descriptions and plats for City projects. Sign and seal all documents and maps that are required in the duties of the City Surveyor. 2Q&DOO3ODQ&KHFNLQJ
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Acting Town Surveyor. 0U)DKULRQLVWKH$FWLQJ7RZQ6XUYH\RUIRUWKH7RZQ RI3RUWROD9DOOH\XQGHUFRQWUDFWZLWK190U)DKULRQ·VUHVSRQVLELOLWLHV include review of all Tract Maps, Parcel Maps, Lot Line Adjustments, Lot 0HUJHUV5HFRUGRI6XUYH\VDQG&HUWLÀFDWHRI&RUUHFWLRQVSUHSDUHGLQWKH Town. Other duties include preparing legal descriptions and plats for town projects. Sign and seal all documents and maps that are required in the duties of the Town Surveyor.
JAY FAHRION, PLS
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0U)DKULRQKDVRYHU\HDUVRIVXUYH\LQJDQGPDSSLQJH[SHULHQFHLQ Northwest New Mexico and Southern California. He worked in the public sector for San Juan County Public Works in Aztec, New Mexico, for eight years, and his duties included right-of-way surveys and acquisitions, topographic surveys, and construction staking. His experience includes boundary surveys, ALTA surveys, topographic surveys, construction staking, preparing and processing record of surveys, corner records, and parcel PDSV+LVGXWLHVDOVRLQFOXGHGDLO\DVVLJQPHQWRIÀHOGDQGRIÀFHZRUN PDQDJLQJÀHOGDQGRIÀFHSHUVRQQHOSURSRVDOSUHSDUDWLRQDQGFOLHQW development.
CONTACT INFO
[email protected]
EXPERIENCE
43 years
REGISTRATIONS
Professional Land Surveyor
(CA) No. 8207
$40'30&HUWLÀFDWH
RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B14 Y. CLARK SHEN, PE, SE
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Mr. Shen has more than 40 years of experience in the engineering design and management of private and public sector projects. He has overseen plan checking, inspection and permit counter staff for various cities and has extensive experience managing personnel and contracts, including providing contract administration/compliance and quality assurance and control for contracts where he oversaw staff and construction management ÀUPVLQPDQDJLQJFDSLWDOLPSURYHPHQWSURMHFWVLQFOXGLQJWKHFRQVWUXFWLRQ DQGUHQRYDWLRQRISXEOLFOLEUDULHVÀUHVWDWLRQVMDLOVFRXUWKRXVHV ODERUDWRULHVRIÀFHEXLOGLQJVDQLPDOFDUHIDFLOLWLHVDQHPHUJHQF\ operations center, parking structures, and parks and beach facilities.
Project Experience
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Structural Plan Reviewer. Mr. Shen is providing plan review services for this as-needed contract. The NV5 team is contracted by the City of Ventura to provide on-call plan check review services including: Building Code review (plumbing, mechanical, electrical, energy, green, structural, architectural, DQGDFFHVVLELOLW\
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(water, wastewater, storm drain, public right-of-way improvements); and =RQLQJUHYLHZ
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Structural Plan Reviewer. Mr. Shen is providing plan check review services for the County of San Bernardino. Services include review of single-family residential projects, including new and existing construction; commercial structures, including tenant improvements; new construction; renovations; and industrial projects.
On-Call Plan Check Services
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Structural Plan Reviewer. Mr. Shen is providing plan review services for this DVQHHGHGFRQWUDFW19·VÀUVWWDVNFRQVLVWHGRISURYLGLQJ UDSLG
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backlog of over 150 building construction plans and water quality documents submitted by applicants seeking building permit approval, which was quickly cleared by the NV5 team within one month. With the backlog cleared, the City entered the “maintenance phase,” with NV5 assisting with current incoming rapid reviews, making sure that they were being reviewed in a timely manner.
During this time, NV5 staff completed over 1,400 rapid reviews for the City and quickly built a strong and successful working relationship with the City and its staff. In 2023, NV5 was awarded a $2.5M As-Needed Plan Check and Inspection Services contract to supplement City staff and continue assisting the City with maintaining permit processing timeline goals.
CONTACT INFO
[email protected]
EXPERIENCE
40 years
EDUCATION
M.S. Civil Engineering
B.S. Civil Engineering
LICENSES/
CERTIFICATES
Civil Engineer (CA)
No. 24054
Structural Engineer (CA)
No. 2177
International Code Council
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Building Plans Examiner
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Examiner
Commercial Building
Inspector
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Inspector
Accessibility Inspector/
Plans Examiner
AFFILIATIONS
Vice President, CA
Counties A&E Associates
(2005-2008)
International Building
Code (ICC) Council
– Governmental
Membership
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(CALBO) 2015, 2016
Structural Safety
Committee
RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B15 Project Experience
&LW\ZLGH3ODQ&KHFN5HYLHZ6HUYLFHV
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Plan Reviewer. 0U5RGULJXH]LVSDUWRIWKHWHDPSURYLGLQJRQFDOO plan check review services, including Building Code review (plumbing, mechanical, electrical, energy, green, structural, architectural, and DFFHVVLELOLW\
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Plan Reviewer. 0U5RGULJXH]LVSDUWRIWKHWHDPSURYLGLQJRQFDOOSODQ review and inspection services for projects located within the County limits.
Our team of engineers and plans examiners review single-family residential projects, including new and existing construction, commercial structures, including tenant improvements, new construction, and renovations, and industrial projects. Projects are reviewed for compliance with the current editions of the California Building Code, California Plumbing Code, California Mechanical Code, California Electrical Code, development approvals, and other pertinent local, state, and federal regulations falling within the SXUYLHZRIWKH%XLOGLQJ2IÀFLDO
On-Call Plan Check and Inspection Services
&,7<2)6$1',(*2_6$1',(*2&$
Plan Reviewer. 0U5RGULJXH]LVSDUWRIWKHWHDPSURYLGLQJDVQHHGHG plan review and inspection services. Services provided under this contract LQFOXGH%XLOGLQJ3ODQ5HYLHZDQG(QJLQHHULQJ3ODQ&KHFN6HUYLFHV including plans for subdivision (residential) improvements, commercial GHYHORSPHQWVDQGLQIUDVWUXFWXUHLPSURYHPHQWVZLWKLQWKH&LW\·VULJKWRI way, and Building Inspection Services.
ERIC RODRIGUEZ, PE, SE
3ODQ&KHFN(QJLQHHU
0U5RGULJXH]KDVPRUHWKDQ\HDUVRISURMHFWHQJLQHHULQJDQGVWUXFWXUDO design experience. His experience encompasses a variety of projects, including power plants, schools, health care facilities, industrial, and commercial facilities. He also has conducted structural code compliance reviews of various power plant structures, non-building structures, and commercial and retail structures. His levels of involvement have included preparation and review of proposals, preparation and review of VWUXFWXUDOGUDZLQJVVXSSRUWLQJFDOFXODWLRQVDQGVSHFLÀFDWLRQVDVZHOODV construction support.
CONTACT INFO
[email protected]
EXPERIENCE
20+ years
EDUCATION
B.S. Civil Engineering
LICENSES/
CERTIFICATES
Civil Engineer (CA)
No. C56757
Structural Engineer (CA)
No. S4617
RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B16 Project Experience
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Plan Check Engineer. Mr. Tom is part of the NV5 team providing SURIHVVLRQDOSODQFKHFNVHUYLFHVDQGWUDIÀFHQJLQHHULQJVHUYLFHVIRUWKH &LW\·V3XEOLF:RUNV'HSDUWPHQW6HUYLFHVLQFOXGHWHFKQLFDOSODQFKHFN for engineering documents and plans and review of maps and legal GHVFULSWLRQVIRUFRQIRUPDQFHZLWK)HGHUDO6WDWHDQGORFDOUHJXODWLRQV particularly the California Subdivision Map Act and general compliance ZLWK&LW\6WDQGDUGV2UGLQDQFHVDQG5HJXODWLRQVLQFOXGLQJWKH/RZ,PSDFW 'HYHORSPHQWUHTXLUHPHQWVLGHQWLÀHGLQ&LW\RI&RPSWRQ2UGLQDQFH (including maintaining database Excel spreadsheet for BMPs tracking through the various stages of development). NV5 is also performing various 7UDIÀF(QJLQHHULQJ6HUYLFHVVXFKDVUHYLHZDQGUHFRPPHQGDWLRQDQG RUDSSURYDOIRU7UDIÀF,PSDFW$QDO\VHVIRUSXEOLFSULYDWHSURMHFWVZDUUDQW VWXGLHVIRUWUDIÀFVLJQDODQGRUVWRSVLJQVLQVWDOODWLRQVDQGYDULRXVRWKHU related tasks.
On-Call Plan Check Services
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Plan Check Engineer. Mr. Tom provides plan check services for various land development projects for the City. Our team is contracted with the City of El Monte to provide plan check/review services and staff support to oversee the construction of various CIP projects and wireless FRPPXQLFDWLRQVIDFLOLWLHV5HYLHZVLQFOXGHJUDGLQJVRLOVUHSRUWUHYLHZV sewer, water, and storm drain improvements, hydrology reports, SWPPPs, Low Impact Development, street improvement plans, parcel/tract maps, easements and lot line adjustments.
GERALD TOM, PE, TE
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Mr. Tom has 35 years of progressive experience in design, technical VSHFLÀFDWLRQVSUHSDUDWLRQFRQVWUXFWLRQPDQDJHPHQWSURMHFWPDQDJHPHQW and personnel management. He has a thorough understanding of project management from the planning and design phases through the construction phase. His tasks have included preparing schedules, project EXGJHWVDQGPDWHULDOVDQGODERUVSHFLÀFDWLRQVDVZHOODVFRRUGLQDWLQJZLWK multiple stakeholders. He has held various positions at cities, for which he has managed capital improvement programs, reviewed and approved plans and managed construction of contract work for compliance with plans and VSHFLÀFDWLRQV
CONTACT INFO
[email protected]
EXPERIENCE
35 years
EDUCATION
B.S. Civil Engineering
LICENSES/
CERTIFICATES
Civil Engineer (CA)
No. 51209
7UDIÀF(QJLQHHU
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No. 2541
RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B17 Project Experience
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Plan Check Engineer. Mr. Miller is part of the NV5 team providing SURIHVVLRQDOSODQFKHFNVHUYLFHVDQGWUDIÀFHQJLQHHULQJVHUYLFHVIRUWKH &LW\·V3XEOLF:RUNV'HSDUWPHQW6HUYLFHVLQFOXGHWHFKQLFDOSODQFKHFN for engineering documents and plans and review of maps and legal GHVFULSWLRQVIRUFRQIRUPDQFHZLWK)HGHUDO6WDWHDQGORFDOUHJXODWLRQV particularly the California Subdivision Map Act and general compliance ZLWK&LW\6WDQGDUGV2UGLQDQFHVDQG5HJXODWLRQVLQFOXGLQJWKH/RZ,PSDFW 'HYHORSPHQWUHTXLUHPHQWVLGHQWLÀHGLQ&LW\RI&RPSWRQ2UGLQDQFH (including maintaining database Excel spreadsheet for BMPs tracking through the various stages of development). NV5 is also performing various 7UDIÀF(QJLQHHULQJ6HUYLFHVVXFKDVUHYLHZDQGUHFRPPHQGDWLRQDQG RUDSSURYDOIRU7UDIÀF,PSDFW$QDO\VHVIRUSXEOLFSULYDWHSURMHFWVZDUUDQW VWXGLHVIRUWUDIÀFVLJQDODQGRUVWRSVLJQVLQVWDOODWLRQVDQGYDULRXVRWKHU related tasks.
On-Call Plan Check and Inspection Services
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Plan Reviewer. Mr. Miller is part of the team providing as-needed plan review and inspection services. Services provided under this contract LQFOXGH%XLOGLQJ3ODQ5HYLHZDQG(QJLQHHULQJ3ODQ&KHFN6HUYLFHV including plans for subdivision (residential) improvements, commercial GHYHORSPHQWVDQGLQIUDVWUXFWXUHLPSURYHPHQWVZLWKLQWKH&LW\·VULJKWRI way, and Building Inspection Services.
CityPlace Development – Phase I Plan Check
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Senior Project Manager. Mr. Miller served as Senior Project Manager UHVSRQVLEOHIRUUHYLHZLQJWUDIÀFVLJQDOVVLJQLQJDQGVWULSLQJDQGVWUHHW lighting design plans and photometrics prepared by others, on behalf of the City of Santa Clara. Mr. Miller reviewed the plans to assure conformance with the California MUTCD and Caltrans Standard Plans. Mr. Miller worked FORVHO\ZLWKWKH&LW\RI6DQWD&ODUDWRXQGHUVWDQGWKH&LW\·VFRQFHUQV and design standards and best practices and provided comments to the designers.
JAMES MILLER, PE
3ODQ&KHFN(QJLQHHU
0U0LOOHUKDVRYHU
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disciplines, including projects involving roadways, bridges, and other VSHFLDOW\FLYLOSURMHFWV+HKDVDSSOLHGKLVWUDIÀFGHVLJQH[SHUWLVHWRPDMRU streetscape and multimodal projects for municipal and state agencies. His experience, combined with his knowledge of current standards and best practices, provides his clients with insightful, effective design solutions.
CONTACT INFO
[email protected]
EXPERIENCE
19 years
EDUCATION
B.S. Civil Engineering
LICENSES/
CERTIFICATES
Civil Engineer (CA)
No. 82522
AFFILIATIONS
American Society of Civil
Engineers (ASCE)
American Public Works
Association (APWA) Awards
Chair 2013-2019
Adjunct Professor, Civil
Engineering, San Diego
State University, 2014
Aztec Mentoring Program,
San Diego State University,
2013-present
RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B18 Project Experience
*HRWHFKQLFDO5HYLHZV
9$5,286081,&,3$/,7,(6
Mr. Custenborder has provided geotechnical peer review services for the following agencies: City of San Diego, City of National City, City of Santee, City of Encinitas, City of Poway, City of Menifee, City of San Bernardino, and City of Carlsbad. The peer review services consisted of reviewing the work products (geotechnical reports) of other geotechnical consultants and to provide an opinion as to whether the geotechnical aspects of proposed SURMHFWVKDGEHHQDSSURSULDWHO\LGHQWLÀHGDQDO\]HGDGGUHVVHGDQG UHSRUWHG,IGHÀFLHQFLHVZHUHLGHQWLÀHGUHFRPPHQGDWLRQVZHUHPDGHWR the municipalities to request additional analyses from the consultants.
Plan Check Services
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Plan Check Engineer. NV5 serves as an extension of City staff to review projects involving grading, street and drainage improvements, building foundations and retaining walls, and parcel/tract maps for conformance with City standards, regional, and state regulations, and generally accepted engineering design practices.
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Plan Reviewer. Mr. Custenborder is providing geotechnical review as part of WKHWHDPSURYLGLQJRQFDOOSODQFKHFNVHUYLFHVIRUWKH&LW\5HYLHZVLQFOXGH Building Code review (plumbing, mechanical, electrical, energy, green, VWUXFWXUDODUFKLWHFWXUDODQGDFFHVVLELOLW\
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code compliance).
CONTACT INFO
gene.custenborder@nv5.
com
EXPERIENCE
40 years
EDUCATION
B.S. Geology
LICENSES
5HJLVWHUHG*HRORJLVW
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No. 3992
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Geologist (CA) No. 1319
GENE CUSTENBORDER, PG, CEG
3ODQ&KHFN(QJLQHHU
0U&XVWHQERUGHU·VH[SHULHQFHLQFOXGHVJHRWHFKQLFDOIHDVLELOLW\VWXGLHVDQG geotechnical investigations for public works, commercial and residential works projects in many types of terrain. He has performed geotechnical studies for roadways, railways, tunnels, pipelines, water tanks and two rockÀOOGDPV+HKDVHYDOXDWHGSRWHQWLDOJHRORJLFKD]DUGVGXHWRODQGVOLGHV slope instability, coastal processes, surface fault rupture, liquefaction and VHLVPLFVKDNLQJ*HRORJLFLQYHVWLJDWLYHWHFKQLTXHVLQFOXGHÀHOGPDSSLQJ in-hole and up-hole geologic logging and sampling of borings and trenches, cone penetration testing (CPT), seismic refraction surveys, various technical computer applications and aerial photographic analyses of landforms.
Mr. Custenborder has performed geotechnical peer reviews for various municipal agencies
RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B19 Project Experience
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081,&,3$/5(9,(:_&,7,(6$1'&2817,(6²62&$/
3ULQFLSDO*HRORJLVW²*HRWHFKQLFDO5HYLHZHUIRUFLWLHVRI6LPL9DOOH\0DOLEX Santa Monica, Agoura Hills, Moorpark, Santa Clarita, Calabasas, Oxnard, Hidden Hills, Thousand Oaks, Ventura County, Santa Barbara County. $XWKRUHG*HRWHFKQLFDO5HYLHZ*XLGHOLQHVIRUPXOWLSOHFLWLHV 5LYHUSDUN*HRWHFKQLFDO 6PDUD5HYLHZHU
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Project Manager. Mr. Moors served as lead technical reviewer of WKHJHRWHFKQLFDOUHSRUWVDQG60$5$5HFODPDWLRQIRUWKH5LYHUSDUN development in Oxnard.
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Project Manager. Mr. Moors planned and managed geotechnical studies IRUORFDOO\IXQGHG&DOWUDQVRYHUVLJKWLQWHUFKDQJHLPSURYHPHQWVRQ65
7KHSURMHFWLQFOXGHGUHSODFHPHQWRI6HUYLFH5RDG2YHUFURVVLQJRQ 65
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Project Manager. Mr. Moors served as Project Manager for Construction Materials Engineering and Testing services for the $125M Westside Parkway freeway construction project. Construction included 6.4 miles of Jointed Plain Concrete Pavement (~37 lane miles), 10 bridges, including WZREULGJHVRYHUWKH.HUQ5LYHUIXOOLQWHUFKDQJHVVRXQGZDOOVDQG numerous appurtenant structures and facilities. All testing was performed in conformance with Caltrans requirements. Turn-around time for production testing reports averaged 24 hours. Mr. Moors provided management and technical oversight of all materials testing and inspections work.
SCOTT MOORS. PG, CEG, CHG
3ODQ&KHFN(QJLQHHU
Mr. Moors has a 30-plus-year, wide-ranging career dedicated to upholding the highest standards of technical quality and client service. He is an experienced, multi-disciplinary business and project manager with notable expertise in geotechnical engineering, construction quality assurance, materials testing, seismic hazard evaluation, geotechnical review, landslide studies, groundwater studies, pavement evaluation, and environmental remediation.
CONTACT INFO
[email protected]
EXPERIENCE
31 years
EDUCATION
B.S. Geological Sciences
LICENSES/
CERTIFICATES
Professional Geologist
No. 6100
&HUWLÀHG(QJLQHHULQJ
Geologist No. 1901
&HUWLÀHG+\GURJHRORJLVW
No. 607
AFFILIATIONS
American Concrete
Institute
American Society of Civil
Engineers
Association of
Environmental &
Engineering Geologists
American Public Works
Association
California Asphalt
Pavement Association
California Council of
Testing and Inspection
Agencies
RESUMES
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NONA ESPINOSA, PE
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Ms. Espinosa brings 33 years of experience as a design engineer in numerous water resource projects. She has performed hydrology and hydraulic analysis of storm systems as well as hydraulic calculations to GHWHUPLQHSLSHVL]HÁRZGHPDQGVFDSDFLWLHVDQGRWKHUSHUWLQHQWGDWD for sanitary sewer and water systems. Her designs include erosion control sites, hydraulic structures, sanitary sewer systems, water systems, pump stations, wastewater and drainage systems, and a snow-making system.
Ms. Espinosa is skilled in a number of modeling and engineering design SURJUDPVLQFOXGLQJ$XWR&$'&\EHUQHW:DWHU&$'+2QHW)ORZ0DVWHU &XOYHUW0DVWHU6WRUP&$';36:003RQG3DFN+(&506+(&5$6+(& +(&+06+(&)$$67DQG3ULPDYHUD
CONTACT INFO
[email protected]
EXPERIENCE
33 years
EDUCATION
B.S. Civil Engineering
LICENSES/
CERTIFICATES
Civil Engineer (CA)
No. 60547
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Towns & Associates, Inc.
AFFILIATIONS
APWA
Project Experience
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Plan Check Engineer. Ms. Espinosa is part of the team providing engineering development review services for a variety of projects ranging from single-family developments to large, multiphase subdivisions and FRPPHUFLDOSURMHFWVZLWKVLJQLÀFDQWSXEOLFLQIUDVWUXFWXUHUHTXLUHPHQWV19 reviewed Hydraulic and Hydrologic Analyses, Water Quality Management Plans (WQMPs), erosion control plans, soils reports, private grading and public improvement plans.
On-Call Plan Check Services
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Plan Check Engineer. Ms. Espinosa is part of the NV5 team providing on-call engineering plan check services to the City for land development projects, including grading, drainage, street improvements, hydrology reports, Water Quality Management Plans (WQMP), National Pollutant Discharge Elimination System (NPDES) reports, and Storm Water Pollution Prevention Plans (SWPPP); utilities permits/plans; surveying; and subdivision projects, LQFOXGLQJORWOLQHDGMXVWPHQWVWUDFWPDSVSDUFHOPDSVDQGFHUWLÀFDWHVRI compliance.
Plan Check Services
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Plan Check Engineer. Ms. Espinosa is part of the NV5 team providing on-call engineering plan check services to the City of Desert Hot Springs.
Services include the review of grading and improvement plans, hydrology and hydraulic reports, geotechnical reports, water quality treatment and erosion control, title documents and review against project conditions of approval for residential, commercial and industrial development applications.
RESUMES
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for a backlog of over 150 building construction plans and water quality documents submitted by applicants seeking building permit approval, which was quickly cleared by the NV5 team within one month. With the backlog cleared, the City entered the “maintenance phase,” with NV5 assisting with current incoming rapid reviews, making sure that they were being reviewed in a timely manner. During this time, NV5 staff completed over 1,400 rapid reviews for the City and quickly built a strong and successful working relationship with the City and its staff. In 2023, NV5 was awarded a $2.5M As-Needed Plan Check and Inspection Services contract to supplement City staff and continue assisting the City with maintaining permit processing timeline goals. Services provided under this contract include Building 3ODQ5HYLHZDQG(QJLQHHULQJ3ODQ&KHFN6HUYLFHVLQFOXGLQJSODQVIRU subdivision (residential) improvements, commercial developments, and LQIUDVWUXFWXUHLPSURYHPHQWVZLWKLQWKH&LW\·VULJKWRIZD\DQG%XLOGLQJ Inspection Services.
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Project Engineer. The Pechanga Creek Comprehensive Watershed Assessment project is needed to cope with climate change under extreme HYHQWVVXFKDVÁRRGV7KHSXUSRVHRIWKHSURMHFWLVWRHYDOXDWHWKHÁRRG KD]DUGDQGÁRRGYXOQHUDELOLW\E\FRPELQJWKHPWRDVVHVVÁRRGULVN7KH ZRUNLQFOXGHV
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simulation; and (6) performed an evaluation of creek biotechnical bank VWDELOL]DWLRQDQGUHVWRUDWLRQRSWLRQVIRUUHDFKHVSURYLGHGHIIHFWLYHÁRRG protection to the community.
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studies, drainage studies, risk and uncertainty analysis, sediment transport DQGZDWHUTXDOLW\VWXGLHVFRDVWDODQGULYHULQHÁRRGKD]DUGDQDO\VLVDQG mapping, and wastewater treatment process design. She has experience LQFLYLOLQIUDVWUXFWXUHGHVLJQXVLQJ$XWR&$'&LYLO'%LRZLQDQG5HYLW6KH LVSURÀFLHQWLQ$UF*,63\WKRQDQG0DWODEDQGVKHLVIDPLOLDUZLWK+ + PRGHOVVXFKDV''+(&5$6;36:006:00+(&+06&LYLO'HVLJQ )/2'DQG02')/2:
CONTACT INFO
[email protected]
EXPERIENCE
2 years
EDUCATION
M.S. Environmental
Engineering
B.S. Environmental
Science
LICENSES/
CERTIFICATES
Engineer-in-Training (CA)
No. 173660
RESUMES
&LW\RI3LFR5LYHUD_2Q&DOO3ODQ&KHFN6HUYLFHV 19_B22 Professional Services Agreement
NV5, INC.