Insured Name:
Policy No: 6075640253
Endorsement No: 05
Effective Date: 01/01/2023
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.
00020005120959950514755
CNA
CNA PARAMOUNT
Policy Holder Notice - Countrywide
It is understood and agreed that:
If the Named Insured has agreed under written contract to provide notice of cancellation to a party to whom the Agent of Record has issued a Certificate of Insurance, and if the Insurer cancels a policy term described on that Certificate of Insurance for any reason other than nonpayment of premium, then notice of cancellation will be provided to such Certificate holders at least 30 days in advance of the date cancellation is effective.
If notice is mailed, then proof of mailing to the last known mailing address of the Certificate holder on file with the Agent of Record will be sufficient to prove notice.
Any failure by the Insurer to notify such persons or organizations will not extend or invalidate such cancellation, or impose any liability or obligation upon the Insurer or the Agent of Record.
All other terms and conditions of the Policy remain unchanged.
This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and expires concurrently with said Policy.
CNA75014XX (1-15)
Insured Name:
Policy No: 6075640270
Endorsement No: 05
Effective Date: 01/01/2023
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.
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ENDORSEMENT 13
This endorsement, effective 12:01AM: January 1, 2023
Forms a part of Policy No.: 42-EPP-306878-05
Issued to: Ardurra Group, Inc.
By: National Fire & Marine Insurance Company
NOTICE OF CANCELLATION LIMITED TO EMAIL
NOTIFICATION
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
This endorsement modifies insurance provided under the following:
PROFESSIONAL FIRST - ARCHITECTS, ENGINEERS & CONSULTANTS
PROFESSIONAL LIABILITY POLICY
In consideration of the premium for this Policy, it is hereby understood and agreed that:
1. In the event this policy is cancelled by the Insurer or by the Named Insured prior to the expiration date as shown on the Declarations, a thirty (30) day notice of such cancellation will be provided if the Named Insured is under an existing contractual obligation to notify a certificate holder when this Policy is cancelled and has provided the following either directly or indirectly through its broker of record:
a. The name of the entity shown on the certificate; and b. A contact at such entity and the email address of such entity where notification may be sent.
This provision does not apply if the cancellation is due to nonpayment of premium to the Insurer or to a finance company authorized to cancel the Policy.
2. It is understood and agreed that in the event this policy is cancelled by the Insurer for nonpayment of premium, a ten (10) day notice of such cancellation will be provided if the Named Insured is under an existing contractual obligation to notify a certificate holder when this policy is cancelled for nonpayment of premium and has provided the following either directly or indirectly through its broker of record:
a. The name of the entity shown on the certificate; and b. A contact at such entity and the email address of such entity where notification may be sent.
3. Such notices of cancellation will be provided via e-mail to the certificate holders. Proof of the
Insurer emailing the notices of cancellation, using the information provided by the Named Insured, will serve as proof that the Insurer has fully satisfied its obligations under this endorsement.
Such notices of cancellation are provided on an informational basis and solely to assist the Named Insured in meeting their contractual notice requirements to such parties. The Insurer's failure to provide such advance notice to the certificate of insurance holder(s) will not extend any policy cancellation date, negate any cancellation of the policy, or grant, alter, or extend any rights or obligations under this Policy and the Insurer shall have no liability for failure to provide the notices herein.
All other terms and conditions of this Policy remain unchanged.
CITY OF PLACENTIA
PROFESSIONAL SERVICES AGREEMENT
WITH
TAIT & ASSOCIATES, INC.
THIS AGREEMENT is made and entered into this 21ST day of November, 2023 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and Tait & Associates, Inc., a California corporation ("Consultant").
WITNESSETH:
A. WHEREAS, City proposes to utilize the services of Consultant as an independent contractor to provide on -call civil engineering services as more fully described herein; and B. WHEREAS, Consultant represents that it has that degree of specialized expertise contemplated within California Government Code Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated; and C. WHEREAS, City and Consultant desire to contract for the specific services described in Exhibit "A" (the "Project") and desire to set forth their rights, duties and liabilities in connection with the services to be performed; and
D. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement.
NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows:
1.0. SERVICES PROVIDED BY CONSULTANT
1.1. Scope of Services. Consultant shall provide the professional services described in Consultant's Proposal ("Proposal"), attached hereto as Exhibit "A" and incorporated herein by this reference.
1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance with sound professional practices. Consultant also warrants that it is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.
1.3. Performance to Satisfaction of City. Consultant agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:
(a) Meet with Consultant to review the quality of the work and resolve the
matters of concern;
(b) Require Consultant to repeat the work at no additional fee until it is satisfactory; and/or
(c) Terminate the Agreement as hereinafter set forth.
1.4. Warranty. Consultant warrants that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws, including, but not limited to, those laws related to minimum hours and wages; occupational health and safety; fair employment and employment practices; workers' compensation insurance and safety in employment; and all other Federal, State and local laws and ordinances applicable to the services required under this Agreement. Consultant shall indemnify and hold harmless City from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description including attorneys' fees and costs, presented, brought, or recovered against City for, or on account of any liability under any of the above -mentioned laws, which may be incurred by reason of Consultant's performance under this Agreement.
1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital status, sexual gender or sexual orientation, except as permitted pursuant to Section 12940 of the Government Code. Such actions shall include, but not be limited to the following:
employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation and selection for training, including apprenticeship. Consultant agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.
Consultant shall, in all solicitations and advertisements for employees placed by, or on behalf of Consultant shall state that all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, marital status, national origin, or mental or physical disability. Consultant shall cause the paragraphs contained in this Section to be inserted in all subcontracts for any work covered by the Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.
1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.
1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Consultant's sole cost and expense. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Consultant may engage during the term of this Agreement.
1.8. Confidentiality. Employees of Consultant in the course of their duties may have access to financial, accounting, statistical, and personnel data of private individuals and 2 Rev. 08/2017
employees of City. Consultant covenants that 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 written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this Section shall survive the termination of this Agreement.
2.0. COMPENSATION AND BILLING
2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A." Consultant's total compensation shall not exceed Five Hundred Thousand Dollars ($ 500,000.00).
2.2. Additional Services. Consultant shall not receive compensation for any services provided outside the scope of services specified in the Consultant's Proposal or which is inconsistent with or in violation of the provisions of this Agreement unless the City or the Project Manager for this Project, prior to Consultant performing the additional services, approves such additional services in writing. It is specifically understood that oral requests and/or approvals of such additional services or additional compensation shall be barred and are unenforceable.
Should the City request in writing additional services that increase the hereinabove described "SCOPE OF SERVICES", an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services.
2.3. Method of Billing. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice.
Each invoice shall describe in detail, the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.
2.4. Records and Audits. Records of Consultant's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date.
3.0. TIME OF PERFORMANCE
3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A." The Project Schedule may be amended by mutual agreement of the parties. Failure to commence work in a timely manner and/or diligently pursue work to completion may be grounds for termination of this Agreement.
3.2. Excusable Delays. Neither party shall be responsible for delays or lack of performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the Consultant is encountered, a time extension may be mutually agreed upon in writing by the City and the Consultant. The 3 Rev. 08/2017
Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension.
4.0. TERM AND TERMINATION
4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of three years, ending on November 21, 2026, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties. One (1) two-year extension is available on Consultant performance and at the discretion of the City. Approval of the term extension is contingent upon City Council review and approval at the conclusion of the initial three-year term.s
4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Consultant. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates or abandons a portion of this Agreement such suspension, termination or abandonment shall not make void or invalidate the remainder of this Agreement.
If the Consultant defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.
The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.
4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including the date of City's written notice of termination within thirty-five (35) days after service of the 4 Rev. 08/2017
notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein. In ascertaining the professional services actually rendered hereunder up to the effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.
4.4. Documents. In the event of termination of this Agreement, all documents prepared by Consultant in its performance of this Agreement including, but not limited to, finished or unfinished design, development and construction documents, data studies, drawings, maps and reports, shall be delivered to the City within ten (10) days of delivery of termination notice to Consultant, at no cost to City. Any use of uncompleted documents without specific written authorization from Consultant shall be at City's sole risk and without liability or legal expense to Consultant.
5.0. INSURANCE
5.1. Minimum Scope and Limits of Insurance. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement all the following minimum scope of insurance coverages with an insurance company admitted to do business in California, rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and approved by City:
(a) Broad -form commercial general liability, in a form at least as broad as ISO from #CG 00 01 04 13, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. If Consultant maintains higher limits that the specified minimum limits, City requires and shall be entitled to coverage for the high limits maintained by the Consultant.
(b) Business automobile liability for owned vehicles, hired, and non -owned vehicles, with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, each incident for bodily injury and property damage.
(c) Workers' compensation insurance as required by the State of California and Employers Liability Insurance with a minimum limit of $1,000,000 per accident for any employee or employees of Consultant. Consultant agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies. 5 Rev. 08/2017
Before execution of this Agreement by the City, the Consultant shall file with the Public Works Director/City Engineer the following signed certification:
I am aware of, and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers' Compensation or to undertake self-insurance before commencing any of the work.
The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for and maintaining in full force and effect for the duration of this Agreement, complete Workers' Compensation Insurance, and shall furnish a Certificate of Insurance to the Public Works Director/City Engineer before execution of this Agreement by the City.
The City, its officers and employees shall not be responsible for any claims in law or equity occasioned by failure of the consultant to comply with this section.
Neither the CITY nor any of its elected or appointed officials, officers, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Consultant under this Agreement are adequate to protect Consultant.
If Consultant believes that any such insurance coverage is insufficient, Consultant shall provide, at its own expense, such additional insurance as Consultant deems adequate.
5.2. Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions as worded below:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are addition- al insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; automobiles owned, leased, hired, or borrowed by the Consultant."
(b) Notice: "Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self -insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any canceled policy, the City may procure such insurance at Consultant's sole cost and expense."
(c) Other insurance: "The Consultant's insurance coverage shall be primary insurance as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy."
6 Rev. 08/2017
(d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers.
(e) The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
5.3. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self -insured retention to provide such coverage, the amount of such deductible or self -insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self -insured retention.
5.4. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. The certificates of insurance and endorsements shall be attached hereto as Exhibit "B" and incorporated herein by this reference.
5.5. Non -limiting. Nothing in this Section shall be construed as limiting in any way, the indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.
6.0. GENERAL PROVISIONS
6.1. Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to any matter referenced herein and supersedes any and all other prior writings and oral negotiations. This Agreement may be modified only in writing and signed by the parties in interest at the time of such modification. The terms of this Agreement shall prevail over any inconsistent provision in any other contract document appurtenant hereto, including exhibits to this Agreement.
6.2. Representatives. The City Administrator or his or her designee shall be the representative of City for purposes of this Agreement and may issue all consents, approvals, directives and agreements on behalf of the City, called for by this Agreement, except as otherwise expressly provided in this Agreement.
Consultant shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives and agreements on behalf of Consultant called for by this Agreement, except as otherwise expressly provided in this Agreement.
6.3. Project Managers. City shall designate a Project Manager to work directly with Consultant in the performance of this Agreement. It shall be the Consultant's responsibility to assure that the Project Manager is kept informed of the progress of the performance of the services and the Consultant shall refer any decision, which must be made by City, to the Project Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Project Manager.
Consultant shall designate a Project Manager who shall represent it and be its agent in all consultations with City during the term of this Agreement and who shall not be 7 Rev. 08/2017
changed by Consultant without the express written approval by the City. Consultant or its Project Manager shall attend and assist in all coordination meetings called by City.
6.4. Notices. Any notices, documents, correspondence or other communications concerning this Agreement, or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.
IF TO CONSULTANT:
Tait & Associates
701 N. Parkcenter Drive,
Santa Ana, CA 92705
Tel: 714-560-8200
Attn: Jacob Vandervis, P.E.
IF TO CITY:
City of Placentia
401 E. Chapman
Placentia, CA 92870
Tel: 714-993-8132
Attn: Chris Tanio
6.5. Attorneys' Fees. In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof.
6.6. Governing Law. This Agreement shall be governed by and construed under the laws of the State of California without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California. Consultant agrees to submit to the personal jurisdiction of such court in the event of such action.
6.7. Assicnment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement.
6.8. Indemnification and Hold Harmless. Consultant agrees to defend, indemnify, hold free and harmless the City, its elected and appointed officials, officers, agents and employees, at Consultant's sole expense, from and against any and all claims, demands, actions, suits or other legal proceedings brought against the City, its elected and appointed officials, officers, agents and employees arising out of the performance of the Consultant, its employees, and/or authorized subcontractors, of the work undertaken pursuant to this Agreement. The defense obligation provided for hereunder shall apply without any advance showing of negligence, recklessness, or willful misconduct by the Consultant, its employees, and/or authorized subcontractors, but shall be required whenever any claim, action, complaint, 8 Rev. 08/2017
or suit asserts as its basis the negligence, recklessness, or willful misconduct of the Consultant, its employees, and/or authorized subcontractors, and/or whenever any claim, action, complaint or suit asserts liability against the City, its elected and appointed officials, officers, agents and employees based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable.
Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.
6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its 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, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.
6.10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor 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 subcontractors, 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 subcontractors 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.
6.11. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation which City might require. 9 Rev. 08/2017
6.12. Ownership of Documents. All findings, reports, documents, information and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant.
Consultant shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents.
6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information and data, including, but not limited to, computer tapes, discs or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 6250 et seq.).
Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 6254.7, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.
6.14. Conflict of Interest. Consultant and its officers, employees, associates and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090. During the term of this Agreement, Consultant and its officers, employees, associates and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute.
6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.
6.16. Prohibited Employment. Consultant will not employ any regular employee of City 10 Rev. 08/2017
while this Agreement is in effect.
6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following order, if applicable: This Agreement, the City's Request for Proposals, the Consultant's Proposal.
6.18. Costs. Each party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.
6.19. No Third Party Beneficiary Rights. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement.
6.20. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.
6.21. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.
6.22. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement.
6.23. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.
6.24. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.
11 Rev. 08/2017
6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.
6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written.
CITY OF PLACENTIA,
A municipal corporation
Date:
Damien R. Arrula, City Administrator
ATTEST:
Robert S. McKinnell, City Clerk
CONSULTANT — Tait & Associates
jattif UtuA,ILVWS
Signature
Jacob Vandervis
Jacob Vandervis, P.E.
95-2395818
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:
Christian L. Bettenhausen, City Attorney
12 Date:
Date:
11/7/2023
Rev. 08/2017
APPROVED AS TO INSURANCE:
Date:
Krystle Murillo, Risk Manager
APPROVED AS TO CONTENT:
C,it s fia.vub
Chris Tanio, Deputy Director/City Engineer
DEPARTMENTAL APPROVAL:
LS f sk
Luis Estevez, Deputy City Administrator
13 Date:
Date:
11/7/2023
11/7/2023
Rev. 08/2017
EXHIBIT A
CONSULTANT'S PROPOSAL AND SCOPE OF WORK
14 Rev. 08/2017
EXHIBIT B
CERTIFICATES OF INSURANCE AND ENDORSEMENTS
15 Rev. 08/2017
11 TAIT
& ASSOCIATES
A. LETTER OF TRANSMITTAL
Since 1964
701 N. Parkcenter Drive, Santa Ana, CA
714.560,8200 TAIT.COM
October 26, 2023
City of Placentia
Attn: Chris Tanio, PE,
Deputy Director/City Engineer
401 E. Chapman Avenue
Placentia, CA 92870
RE: REQUEST FOR QUALIFICATIONS (RFQ) NO. PW-23-03 FOR ON -CALL CIVIL ENGINEERING SERVICES TAIT & Associates, Inc. (TAIT) is pleased to provide the City of Placentia (City) with this Proposal/Statement of Qualifications (SOQ) for On -Call Civil Engineering Services. TAIT was selected as one of the top ranking firms for Placentia's FY 2020-21 Pavement Rehabilitation & Maintenance Program, and we are looking forward to the opportunity to provide on -call services for this contract as well.
TAIT at a Glance. At TAIT, we have provided innovative engineering solutions to our clients for more than 59 years. We understand that public projects have their own specific issues, and with 200 associates, we have the right blend of professional engineers, architects, surveyors, environmental assessors, and construction personnel with the experience necessary to address critical and big picture concerns.
Since TAIT was founded in 1964 in Orange County, we have built mature relationships with state and local agencies throughout Southern California, and consistently create successful partnerships with the agencies for which we work.
Expertise and Experience. TAIT's experienced personnel have expertise in the many facets of civil engineering, planning, and design services including: roadways, utilities, drainage, surveying, mapping, water quality, water, and waste water, site
development, site remediation, and fueling systems. We have extensive relevant design experience, including recent projects such as City of Chino's Alley/Sanitation Rehabilitation Projects; SN-161 & SN- 191, City of Diamond Bar's Citywide Drainage Analysis and Reagan & Peterson Parking Lot Rehabilitation, City of Newport Beach's Bonita Canyon and Ford Road Rehabilitation Project, and City of Irvine's Campus Drive Pavement Rehabilitation Project. We have been selected as an on -call engineering consultant for many public works agencies, including the Cities of Diamond Bar, Newport Beach, Lake Forest, Irvine, Norco, Port of Long Beach, and the County of Orange, to name a few within the past ten years.
Project Team. TAIT has a proven team of trusted sub -consultants for instances that the City prefers we sub -contract the work rather than rely on the City's on -call consultants to do separate contract work.
Our tried and true team of sub -consultants consists of TJW Traffic Engineering, SoCalGeo Geotechnical Engineering, A&F
Electrical Engineering, and CDPC Landscape Architecture to support TAIT's in-house civil engineering and surveying services.
Commitment to Service. We aim to act as an extension of the City's staff and will place an emphasis on Customer Service which has been and will remain one of TAIT's Corporate Goals "To Completely Satisfy our Customers". David Sloan, P.E., will be the Project/ Contract Manager and main point of contact for TAIT's services and can be reached at our Santa Ana office at 701 Parkcenter Drive, phone number 714-560-8200 ext. 643, and email [email protected].
Jacob Vandervis, P.E. is the Management Contact representative authorized to sign an agreement for our firm, and can also be reached at our Santa Ana office, phone number 714-560-8200 ext. 677, and email [email protected].
The TAIT team appreciates this opportunity to submit our qualifications and look forward to further discussing with you our capabilities and commitment to working with the City of Placentia. We thank you for your consideration and are confident our services will be provided to the City in a time -efficient and cost-effective manner.
Very truly yours,
TAIT & Associates, Inc.
Jacob Vandervis, P.E.
_Chief Operation Officer
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 1
TAIT & ASSOCIATES, INC.
B. TABLE OF CONTENTS
COVER LETTER
ON -CALL CIVIL ENGINEERING SERVICES
PG.1
TABLE OF CONTENTS
PG. 2
SUMMARY SHEET
PG. 3
ALLOCATION OF RESOURCES
PG. 13
UNDERSTANDING OF SCOPE OF WORK
PG. 15
REFERENCES
PG. 18
CERTIFICATION OF PROPOSALS
PG. 29
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 2
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
C. SUMMARY SHEET
RFQ No. PW-23-03: ON -CALL CIVIL ENGINEERING SERVICES
APPENDIX B
SUMMARY SHEET
Firm Name: TAIT & Associates, Inc.
Firm Parent or Ownership: N/A
Firm Address: 701 Parkcenter Drive, Santa Ana, CA 92705 Firm Telephone Number: 714-560-8200
Firm Fax Number: 714-560-8233
Number of years in existence: 59
Management Contact (person responsible for direct contact with the City of Placentia and services required for this Request for Proposal):
Name: Jacob Vandervis
Title: COO/Vice President
Telephone Number: 714-560-8677 Fax: 714-560-8233
Email: '[email protected]
Project Manager (Person responsible for day-to-day servicing of the account):
Name: David Sloan
Telephone Number: 714-560-8643
Email: [email protected]
Title: Pro ect Manager
Fax: 714-560-8233
Types of services provided by the firm: Civil engineering. Surveying, Environmental. Architectural
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 3
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
Personnel Qualifications
The key personnel for the TAIT Team are listed below with their positions and qualifications followed by their brief bios. FuII resumes for the key TAIT Team members are found in the Appendix.
NAME
CLASSIFICATION / DESIGNATION
LICENCES/ YEARS OF TIME WITH
REGISTRATIONS EXPERIENCE FIRM
Jacob Vandervis, P.E.
Principal -in -Charge
Dennis Pastier, P.E.
David Sloan, P.E.
Todd Broussard, P.E., QSD/P
Bart Mink, P.E., LEED AP
Samantha Wohlfarth, P.E.
Danisla Malott, P.E.
Michael Furlong, PLS
QA/QC Manager
Lead Project Manager
Senior Professional Engineer
Roadway Engineer
Site/Infrastructure Engineer.
Reese Brashear, LSIT
Drainage/Water Quality Engineer
Sr. Professional Surveyor
Field Party Chief
CA No. C46301 37
CA No. C46106 36
CA No. C82595 16
CA No. C57144 36
CA No. C82953 25
CA No. C86126 11
26 1
9 11
CA No. C86581 11
CA PLS No. 8899 44
CA LSIT No. 7868 2O
s
11 6
4 20
Sub -Consultants
TJW Engineering
Thomas Wheat, P.E.
President/Traffic Engineer
SoCalGeo
Gregory K. Mitchell, P.E.
Principal
Traffic Engineering
CA No. 69467
27 Geotechnical Engineering
A&F Engineering
CA No. 2364 I 36
Electrical Engineering
Rolando E. Soled*, P.E.
Principal
CDPC
Jim Baldovin, PLA
Principal Landscape Architect
CA E17229 20
landscape Architecture
CAPLA CA4176 I 37
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 4
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
Key Personnel —lP,q,
irfltf
Jacob Vandervis, P.E., QSD/P
Principal -in -Charge
Mr. Vandervis is a licensed civil engineer with over 37 years of experience with land development projects in the western United States. His areas of expertise include site design, grading design, drainage studies, water pollution control plans, erosion & sediment control plans, as well as street improvement plans. He is experienced in site design of all sizes for commercial development, involved in preliminary design to develop cost estimates & due diligence packages, as well as experienced in the entitlement phase of projects. His surveying experience includes the preparation of ALTA and topographic surveys, parcel maps, record of survey and legal descriptions.
Dennis Postler, P.E.
QA/QC Manager
Dennis Postler is Director of Public Infrastructure of TAIT & Associate's Engineering Division in Santa Ana, CA. He is responsible for supervising staff at TAIT on the preparation of public infrastructure projects. As a Project Manager, Dennis has been involved with local roadway and federally funded arterial roadways design and management, public utility design and relocation, traffic design, and park development and design for over 36 years. In addition to managing and designing public capital improvement projects, Dennis has functioned as consulting city engineer to municipalities, has provided general city engineering services and managed development plan reviews. He also provides budgeting assistance; public utilities; and QA/QC review and construction management. These services enable Dennis and his staff to effciently assist public clients with their engineering and public works needs by being an extension of their staff.
David Sloan, P.E.
Lead Project Manager
David is TAIT's public infrastructure project manager and serves as the project coordinator and lead for public projects at TAIT. David comes with a wealth of relevant experience, and he recently served as project manager for the rehabilitation of nine major roads throughout the City of Pomona. David has performed and coordinated detailed designs on arterial roadways, conducted utility coordination for major relocations on high profile projects, and coordinated project management efforts on multiple projects throughout the Southern California region. Additionally, David acts as a community coordinator for high profile projects which require community coordination and presentations.
Todd Broussard, P.E., QSD/P
Senior Professional Engineer
In addition to 15 years of private development experience, Mr. Broussard has over 21 years of municipal design and project management experience as Principal in Charge with the City of Huntington Beach Public Works Department, overseeing an annual Capital Improvement Program budget of approximately $25 million per annum. Project specific responsibilities included street improvements, wastewater, stormwater, and special projects outside of the public right of way.
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 5
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
Key Personnel -Eon l'
Bart Mink, P.E., LEED AP
Professional Engineer (Roadway)
Bart Mink registered civil engineer in California and LEED AP certified brings 25 years of multidisciplinary experience to our team. Bart is results -driven and detail -oriented. He is proficient in many facets of civil site engineering, including the municipal, industrial, commercial and residential fields. Bart is proficient in roadway design, water hydraulic modeling utilizing KY Pipe and WaterCAD. He is also proficient in wastewater modeling using SewerCAD. Bart has in depth knowledge and experience in water/wastewater treatment and design. He is skilled in state and federal funding policies and procedures and is efficient with Autodesk Civil 3D including grading, corridors, and pipe networks.
Samantha Wohlfarth, P.E.
Professional Engineer (Site/Infrastructure)
Samantha is one of TAIT's key site engineering and infrastructure design engineers and has extensive recent experience working on site improvements such as parking field rehabilitations, ADA site improvements, as well as on -site infrastructure upgrades and improvements. Her professional experience includes the preparation of site demolition, grading, erosion control, water quality and design improvements as well as water main replacement, storm drain, and sewer plans, drainage reports, cost estimates, and storm water management reports associated with the required site improvements for both public agencies and private development projects.
Daniela Malott, P.E.
Professional Engineer (Drainage)
Ms. Malott has a strong civil engineering background with a focus on water resources and surface runoff and water quality engineering. Her engineering experience includes hydrology, storm drain design, and hydraulics. Her computer modeling background includes the application of the U.S. Army Corps of Engineers HEC-HMS (Hydraulic Modeling System), HEC-SSP (Statistical Software package), and HEC-RAS (River Analysis Software), Watershed Modeling System (WMS), Advanced Engineering Software (AES) for hydrologic/hydraulic analysis in Southern California, Water Surface Pressure Gradient (WSPGW) Software, XP -Solutions Storm Water and Wastewater Management Model (XP-SWMM), AutoCAD Civil 3D, and ArcGIS.
Key Personnel —
Michael Furlong, P.L.S.
Senior Professional Surveyor
Mr. Furlong is a Land Surveyor licensed in the State of California with 44 years of experience, over 30 of those being in the Field on all types of Projects from Boundary Surveys to Construction Services with some of the largest listed below. More recently he has spent years providing Mapping Services preparing Tract Maps, Parcel Maps, Record of Surveys, Corner Records and Exhibits of all kinds as well as providing Support to Engineering and Field Support for the Survey Crews.
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 6
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
Key Personnel
Reese Brashear, L.S.I.T.
Field Party Chief
Mr. Brashear's expertise is in Feld surveying, A.L.T.A. surveys, rough grade staking operations, construction staking projects, engineering design surveys, as -built surveys, topographic surveys, and GPS surveys. Recently completed projects include the Tustin Family Campus and County Regional Park projects for the County of Orange, and construction staking for 3 miles of local streets, sewer, water, and storm drain improvements for a 80 acre residential development located in the City of Tustin's Tustin Legacy development on the former MCAS Tustin military base, and numerous boundary, ALTA and topographic surveys for both private and public projects during career at TAIT.
Sub -Consultants
TJW Engineering
Traffic Engineering
TJW Engineering, Inc. (TJW), VSBE,
is a professional traffic engineering and
transportation planning firm founded by Thomas
J. Wheat, P.E., T.E., who has over twenty years
of experience in the transportation sector of civil
engineering. The TJW team provides complete
range of transportation engineering services
having designed and prepared hundreds
of traffic engineering design plans and
transportation planning studies to various public
agencies, contractors, developers, architects,
and other engineering firms throughout Southern
California. Over the past Five years the TJW
team has worked with TAIT on various projects
requiring street signing, striping, lighting,
signalization and traffic control plans.
SoCal Geotechnical
Geotechnical Consulting
Southern California Geotechnical, Inc.
(SoCaI Geo) is a consulting engineering firm
providing geotechnical and environmental
consulting services to clients in the commercial,
residential, industrial, retail, and governmental
fields. It is a California corporation founded,
owned, and operated by the principal engineers,
the same engineers who perform or supervise
all of their consulting services. The commitment
of the founders is to provide responsive, cost-
effective, and technically reliable service to our
clients while fostering a stimulating professional
environment for their employees.
�n
Consulting Electrical Engineers
CDPC
LandscapeArcbitecture
Conceptual Design and Planning
Company (CDPC) is an innovative,
comprehensive landscape architectural firm
offering services for a wide variety of project
types and clients. Their corporate resume
includes projects for state, city and government
agencies, as well as, private developers of retail,
commercial, institutional, recreation, hospitality,
senior housing, and large scale residential.
Established in 1994 by Registered Landscape
Architect, Jim Baldovin and founded on the
principle that design should be driven by purpose,
CDPC seeks to create functional outdoor spaces
with cohesive aesthetics that enable the people
who use them to connect with their environment.
A&F Engineering
Electrical Engineering
A&F Engineering Group, Inc (A&F) is
an Electrical Engineering and Consulting firm
specializing in electrical engineering applications
and energy efficient design for a range of building
sectors that includes medico', educational,
institutional, commercial and industrial complexes.
Service A&F Engineering Group, Inc successfully
responds to the exacting demands of the
development and construction community.
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 7
TAIT & ASSOCIATES, INC.
Management Resumes
Jacob Vandervis, P.E.,
QSD/P
Principal -in -Charge
Education
B.S. Civil Engineering -
California State University,
Long Beach
Year of TAIT Team Enlistment
1997
Total Experience
37 Certifications
Registered Professional
Engineer, Civil - CA, OR, AZ,
UT, NV, ND, WA, HI, & AK.
Professional Engineer
California No. C46301
ON -CALL CIVIL ENGINEERING SERVICES
Mr. Vandervis currently serves cis a Vice President/Chief Operations Officer in TAIT's Corporate Office in Santa Ana. In addition to his management duties, he acts as the primary point of contact for several national retail and residential developers. Mr. Vandervis is a licensed civil engineer, and his areas of expertise include site design, grading design, drainage studies, water pollution control plans, erosion & sediment control plans, as well as street improvement plans. He is experienced in site design of all sizes for commercial development, involved in preliminary design to develop cost estimates & due diligence packages, as well as experienced in the entitlement phase of projects. His surveying experience includes the preparation of ALTA and topographic surveys, parcel maps, record of survey and legal descriptions. In addition, Mr.
Vandervis has completed fuel tank upgrade programs for various major oil company sites, done facility upgrades for utility clients and has been responsible for entitlement, site design, utility coordination, plan approval, and construction administration on fueling projects. He is a certified Qualified SWPPP Developer f QSD), Certified Development, Design & Construction Professional (CDP) and Certified Retail Property Executive (CRX). Selected Projects:
Pipeline Management Program, FY2019-2020-Phase 1 Project, Glendale Water & Power, Principal -in -Charge, 2019-2020 Principal -in -Charge of the design build services with JDC for the potable waterline project within the various residential neighborhoods of Glendale, CA. The project was located in the residential streets in an area of Glendale which required our team to develop construction documents that could accommodate traffic during construction and a design that would work with many existing utilities.
The Creek at Dominguez Hills, City of Carson, Principal -in -Charge, 2017-2020
This project is 86 -acres of a 171 -acre development in concert with the County of Los Angeles Department of Parks and Recreations. The TAIT portion of the development has many exciting features for public and private events, including a new Driving Range with 100+ Bays and Putting Areas, a 199,000 SF Gymnasium, 750 -foot Zip Line and Adventure Course, 6+ acre Outdoor Amphitheater and Public Park, Clubhouse, Sport Wellness Facilities, a Marketplace, Dining, Youth Outreach Center, and jogging paths around the site. The project is LEED Site Certified, including 2 buildings with LEED Certification.
Monterey Park Market Place, City of Monterey Park, Project Manager, 2015 -Present
The design of the development includes slope stabilization, retaining wall design, street improvement design, utility installation, overall site development, and over 400,000 cubic yards of dirt removal and regrading. The project involves three geotechnical analysis. The geotechnical analysis included recommendations for the design on and near the landfill; for the slope stabilization throughout the site; and for the overall site development and construction.
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 8
0 _
r. _
TAIT & ASSOCIATES, INC.
David Sloan, P.E.
Lead Project Manager
Education
BS Civil Engineering - Tau
Beta Pi Honor Society & Chi
Epsilon, University of Southern
California
BS Physical Science, Biala
Year of TAIT Team Enlistment
2014
Total Experience
16 Certifications
Professional Engineer
California No. 82595
ON -CALL CIVIL ENGINEERING SERVICES
As a Project Manager, David is responsible for supervising staff at TAIT on the preparation of public and private development projects. David hos performed and coordinated detailed designs on federally funded arterial roadways, conducted utility coordination for major relocations on high profile projects and conducted project management efforts on multiple projects throughout the Southern California region. David has designed and managed the construction for multiple projects in the southern California region and is an ideal candidate to manage this project for the City. David is an effective communicator and actively stays in contact with his clients throughout the life of his projects. David has also managed multiple public works construction projects and understands the methods and costs of construction.
Selected Projects:
Baldwin Park City Yard Improvement Project, City of Baldwin Park, Project Manager, 2021-2023
As Project Manager, David provided in house services, including surveying, engineering, architectural, and fuel station design, for improvements to their City Yard. Those improvements include a total gut and reconfiguration of the main Administration building, as well as improvements to the warehouses and garage.
Glenn Ranch Road Resurfacing Project, City of Lake Forest, Project Manager, 2020-2021
As Project Manager, David provided civil engineering, surveying, and geotechnical engineering on the Glenn Ranch Road Resurfacing Project from Portola Parkway to El Toro. The project limits included a total of 1.6 miles of arterial roadway rehabilitation on Glenn Ranch Road which is a 4 -lane arterial roadway with middle turn lane and intermittent median for the full length.
Jacaranda Neighborhood Rehabilitation & Sewer Replacement Project, City of Fullerton, Project Manager, 2019-2020
As Project Manager, David provided civil engineering services for the Jacaranda Neighborhood Pavement Rehabilitation and Sewer Main Replacement Project. The project was located in a historic neighborhood in the City of Fullerton that included over a mile of residential roadway rehabilitation and 2,700 linear feet of sewer main replacement within the neighborhood surrounding Jacaranda Place from the western cul-de-sac to Malden Avenue.
Campus Drive Pavement Rehabilitation Project, City of Irvine, Project Manager, 2017-2018
As PM, David provided civil engineering and surveying on the Campus Drive Rehabilitation Project from Michaelson Drive to University Drive. The project limits include a total of 4000 linear feet of arterial roadway rehabilitation and reconstruction on Campus Drive which is a 2 lane arterial roadway with bike lanes extending through the City of Irvine. The project includes the design of pavement rehabilitation strategies as well as the identification and replacement of non- ADA compliant curb ramps, sidewalk, replacement of damaged curb and gutter, reconstruction and re -grading of the low point of the roadway due to flooding and ponding issues, coordination with IRWD and UCI for right of way and wetlands protection, and the identification and adjustment/protection of utility facilities throughout the project limits.
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 9
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
Overlay, Alley Reconstruction, and Cerritos Ave. Widening Project, City of Stanton, Project Manager, 2017 As PM David provided roadway and drainage design services on three separate project areas: 1. Cerritos Avenue Widening & Drainage Improvement Project; 2. Palais Alley Reconstruction Project; and 3. Bradford Community and Rutledge Avenue Rehabilitation Project. Cerritos avenue widening project required the widening of Cerritos avenue from Rose Ave to Flower Street which included removal and reconstruction of existing parkway improvements, relocation of power poles, fire hydrant, water meter, and roadway signs, construction of new curb and gutter, curb ramps, and alley approach, and the relocation and construction of a new storm drain catch basin and lateral. TAIT checked the capacity and flows of the existing inlets to ensure proposed conditions were not constrained.
Newport Heights Alley and Sewer Replacement Project, City of Newport Beach, Project Manager, 2016- 2017
As PM, David provided civil engineering services on Newport Height Alley and Sewer Replacement Projects. The project limits spanned across an entire neighborhood in the City's coastal community of Newport Heights and include a total of 3+ miles of alley reconstructions as well as the review and repair of existing alley sewer and lateral connections.
Pier G Avenue North Sewer Line Improvement Project, Port of Long Beach, Project Manager, 2017-2019 As Project Manager, David provided civil engineering services for the review, recommendation, design, and construction support services for the Pier G Avenue North Sewer Line Improvement Project. The project limits spanned approximately 1 /3 of a mile within Pier G, and included the review of existing conditions, analysis of tributary areas and hydraulic capacity for the existing system, preliminary design and recommendation for five separate design alternatives which included conventional open trench, pipe bursting, sewer lift stations, sewer force mains, and retrofit of existing sewer lift stations to accommodate the current peak flow conditions. Extensive meetings and coordination efforts were conducted with POLB during the preliminary engineering phase to prepare detailed quality management plans and a basis of design report that outlined all project parameters.
Drainage Improvement Project Phase 1 & 2, City of Diamond Bar, Project Manager/Construction Manager, 2017-2018
As Project Manager, David provided design engineering and construction management services for Phase 1 & Phase 2 of the City's Drainage Improvement Project. This project included three separate areas: 1. Brea Canyon Road - Parkway Drain System & Perforated Drain; 2. Hipass Drive - Sub drain System, Low Flow Storm Drain & X -gutters; 3. Golden Springs — Sub drain System & Low Flow Storm Drain. This project included extensive coordination with the City and the design team in order to recommend and implement final design scenarios for each location.
Appropriate water quality treatment systems were implemented in all systems that have direct storm drain connection (modular wetland system), and the sub drain system and crossing were analyzed to avoid conflicts.
Chino Quadrant III Water Line Replacement Project, City of Chino Project, Project Engineer/Specs Manager, 2017-2018
This City project required the replacement of approximately 8000LF of existing 6 -inch ACP water pipe with new 8 -inch PVC water pipe within 13 local streets for the City. The process included obtaining DDW approvals for 8 of the 13 segments.
Portola Parkway Resurfacing Project, City of Lake Forest, Project Manager, 2015-2016 As Project Manager, David provided civil engineering, surveying, geotechnical engineering and federal funding assistance services on the federally funded arterial pavement rehabilitation project which included design engineering, geotechnical engineering, surveying, and federal documentation/ approvals. The project included the rehabilitation of the arterial roadway as well as the identification and replacement of non- ADA compliant or non-functional PCC sidewalk, curb ramp, curb and gutter and other improvements. The design also included the replacement and updating of the roadway and bike lane striping throughout the project limits. The project also included the relocation and reconstruction of an existing median at Bake parkway in order to construct an additional left turn pocket.
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 10
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
Reagan & Peterson Park Parking Lot Expansion Project, City of Diamond Bar, Project Manager, 2014-2015 As Project Manager/Construction Manager, David analyzed, designed, and provided construction management and inspection services for the expansion of two public park parking lots. The design services included topographic survey, geotechnical investigation, water quality management design, Los Angeles County Flood Control District storm drain permit processing, and the preparation of detailed PS&E for the construction of the park improvements. Design analysis included addition of handicapped parking stalls, design of optimal cross and longitudinal grades and the installation of retaining curbs to optimize the parking stall configuration.
FY 13/ 14 Major Street Rehabilitation Project, City of Pomona, Project Manager, 2014-2016 David acted as the Project Manager to the City of Pomona for their annual major street rehabilitation project. The project included the rehabilitation of eight arterial and collector segments of roadway throughout the City. The project required analysis of the existing pavement conditions, recommendation of alternate rehabilitation methods by use of recycled pavement options, obtaining an SCRRA railroad encroachment permits, upgrading of 4 roadway segments in add new bike lanes and the analysis and replacement of all curb ramps along the project limits.
Citywide Comprehensive Drainage Analysis and CIP Design Projections, City of Diamond Bar, Project Manager, 2014-2015
As Project Manager, David analyzed, designed and recommend pavement and drainage solutions for 11 locations throughout the City which currently experience groundwater seepage problems. The analysis included field investigations, geotechnical testing and reporting, pavement design, and the preliminary design and cost estimating for multiple design scenarios at each project location. The cost estimate included estimation of the design consultant fees as well as the construction costs for the ultimate design scenarios. Extensive coordination was required on this contract with City, Utility, LACFCD Staff, and private residences in order to understand the existing conditions and to project the required design and permitting efforts for the design and construction phase. Upon completion of the report, the City will utilize TAIT's recommendations for future CIP budget and project planning efforts in order to justify the cost and importance of each location.
El Toro Development Plans Drainage Analysis & Design, City of Irvine, Project Engineer, 2013 -Present As Project Manager, David provided for the Phase 1 Preliminary Engineering and Environmental Support Services for a development of the County of Orange's "100 -Acre Parcel" and "West Alton Parcel" areas on approximately 140 acres. Plans the combined projects will provide nearly 3000 multi -family residential housing units, 200,000 SF of retail, a 200 -room hotel and 1.8 million sf of commercial office space. Working with Lowe and the Project Architect, KTGY, TAIT has assisted in the development of the Site Plans, Master Drainage Studies, and Preliminary WQMPs for both areas.
2012 Citywide Residential Street Rehabilitation Project, City of Placentia, Project Engineer/Construction Manager, 2013
Prop 1 B/Measure M1 & M2 Funds • Type II Slurry • ADA Ramps • Design & Construction Management David served as Project Engineer and Construction Manager for the City of Placentia on the 2012 City-wide Residential Street Rehabilitation Project. The project was funded by a variety of sources including Gas Tax, Proposition 1 B, Measure Ml, and Measure M2. Our analysis included 75 miles of roadway and the actual design spanned 35 miles. The scope of work included rehabilitating the roadway using primarily Type II Slurry Seal, chip seal, and portions of full R&R. The final design included rehabilitating 41 % of the City's residential roadways, including 109 new ADA compliant curb ramps, 5,445 tons of slurry, 105,050 square yards of chip seal, grind and overlay with 235,070 tons of AC paving, adjusting 209 manholes and 369 water valve, and 2,363 LF of curb and gutter. David and the team reviewed the City's 2011 Pavement Management Report, and a completed a reconnaissance field survey to better understand the existing pavement conditions. The field survey included walking each proposed roadway to make recommendations for necessary localized AC R&R patches, and identify damaged curb & gutter and uplifted, or non-ADA compliant sidewalks. David provided a location matrix with photographs for each recommended repair, along with our estimated budget allocation for each location and work item.
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 11
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
Organization Chart
LEADERSHIP
Jacob Vandervis David Sloan
PE/QSD/P PE
Principal -in -Charge Lead Project Manager
Bart Mink
PE, LEED AP
Project Engineer (Roadway)
Dennis Postler Todd Broussard
PE PE/QSD/P
QA/QC Manager Sr. Professional Engineer
Samantha Wohlfarth
PE
Project Engineer (Utilities)
Daniela Malott
PE
Project Engineer (Drainage)
Michael Furlong
PLS
Sr. Professional Surveyor
Reese Brashear
LSIT
Party Chief
SUPPORT TEAM
CDPC
Landscape
Architects
TJW Engineering
Traffic Engineers
SoCalGeo A&F Engineering
Geotechnical Electrical Engineers
Engineers
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 12
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
D. ALLOCATION OF RESOURCES
FIRM PROFILE:
TAIT & Associates, Inc. (TAIT), is a Southern California based family owned architectural and engineering firm founded by Dr.
Kenneth E. Tait, P.E. established in 1964 and incorporated in the State of California. TAIT began as a design engineering consulting and land surveying firm dedicated to providing quality engineering services to our clients.
For the past 59 years, TAIT has grown to have 7 offices throughout the Western United States, namely headquarters in Santa Ana and regional offices in Norco, Sacramento, Boise, Denver, Atlanta, and Dallas. We have approximately 200 associates who work together as a team to provide a full range of design services.
CAPABILITIES:
Our family -owned, multi -disciplined firm offers an array of consulting services to public agencies and private development clients. More specifically, we offer project management, civil engineering, surveying, architectural, planning, entitlement, right of way engineering, and environmental investigation and remediation services. Within the Engineering Group, our in-house design and management services include:
• Public Roadway Rehabilitation, Widening, and New
Construction
• Water Quality Design & Review (LID Plan, SWPPP, etc.) • Public On -Site and Building Improvements (Including
Architectural Services)
• Public Parking Facilities Site Improvements
• Storm Drain Design and Hydrologic & Hydraulic Analysis • Water & Waste Water Rehabilitation & New Construction • Public Improvement & Private Development Design Plan
Checking
• Architectural & Structural Design Services
• Underground/Aboveground Storage Tank services
• Phase I and Phase II Environmental Assessments
• Construction Management, Inspection & Surveying Services • Design and Construction Survey Services
STRENGTHS:
TAIT has built a reputation of successfully managing projects from concept to completion, with both big company expertise and small company culture dedicated to customer service. We have specific expertise in public infrastructure development, land development, natural resource preservation, and environmental management. We also understand the tight time and money constraints under which our clients frequently operate and strive to provide unique solutions that allow our client's projects to be completed on time and within budget.
RESOURCES:
With approximately 200 employees, TAIT boasts a wide array of Professional Engineers, QSP & QSD Certified Engineers,
Professional Land Surveyors, Licensed Architects,
Licensed Geologists, Construction Managers, Construction Inspectors, and a skilled bench of Design and Project
Engineers. We pride ourselves on our engineering diversity, and actively train our in-house staff with weekly design seminars on topics such as ADA compliance, Water Quality Design and Compliance, Autodesk/Civil 3D Design Best Practices, HydroCAD, WaterCAD, Waste Water, and Storm Drain Design Principals, and other proprietary engineering software and project management training for project managers. Our Associates also participate in professional organizations, continuing education, vendors/ suppliers lunch & learns, bi-weekly internal technical lunch & learns, and other online trainings, making sure our staff has a variety of projects and design tasks to work on, mentoring and monitoring for increased job duties and responsibilities. We've received numerous repeat business and testimonials from our clients. The following are two letters of reference, and we can provide additional letters of reference upon City request.
TAIT
SINCE 196d SINCE 1964
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 13
TAIT & ASSOCIATES, INC.
RELEVANT EXPERIENCE SUMMARY:
ARTERIAL REHABILIATION
• Bonita Canyon and Ford Road Rehabilitation for City of Newport Beach
• Dimension Dr., Civic Center Dr., & Portola Pkwy Rehab for City of Lake Forest
• Campus Drive Pavement Rehabilitation, City of Irvine
• Portola Parkway Resurfacing Design, City of Lake Forest • Jeronimo & El Toro Widening, City of Lake Forest
ROADWAY
• Jacaranda Neighborhood Rehab & Sewer Replacement for
City of Fullerton
• 2020 Citywide Street Resurfacing Project for City of Stanton • Area 6 Slurry Seal and Overlay Project for City of Diamond Bar
• Overlay, Alley Reconstruction, & Cerritos Ave. Widening, City of Stanton
• Mesa Drive Widening, City of Newport Beach
H&H AND STORM DRAIN
• MPD Storm Drain Line N-4 Project for City of Norco
• Packer Place Linear Park Dry Creek & Drainage for City of Lake Forest
• Bristol Street & Civic Center Dr. Water Quality for City of Santa Ana
• Drainage Improvement Project Phase 1 & 2 for City of
Diamond Bar
• Citywide Comprehensive Drainage Analysis, City of Diamond Bar
• SR 395 Regional Storm Drain Improvements, City of Victorville
ON -CALL CIVIL ENGINEERING SERVICES
PIPELINE
• Pier F -G Sewer Line Improvement Project for Port of Long Beach • Newport Heights Sewer & Alley Replacement for City of Newport Beach
• Pipeline Management Program, FY2019-2020 for Glendale Water & Power
• Chino Quadrant III Water Main Replacements for City of Chino
• Hoover, Toll, Keppel Recycled Water Project for Glendale Water & Power
SITE ENGINEERING
• Silverado Library of the Canyons, County of Orange
• Orange County Animal Care Facility, County of Orange
• Tustin Family Campus, County of Orange
• Irvine City Hall UST Replacement, City of Irvine
• William Wollett Aquatic Center, IUSD, City of Irvine
ARCHITECTURAL
• Baldwin Park City Yard Improvement, City of Baldwin Park • Newport Beach Corporate Yard
• John Wayne Airport Restroom County of Orange
• Civic Center Assessment, City of Corona
• Silverado Library of the Canyons, County of Orange
• Norco Library, City of Norco
A key component of TAIT's strength is based upon our ability to focus on solutions that are cost-effective. We know when to look for feedback from our clients and other approving agencies, especially when budget constraints restrict a project's direction. When multiple solutions or options are available, a request for input and feedback along with our recommended alternative is presented to ensure that our client's sometimes limited resources and time is efficiently utilized.
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 14
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
E. UNDERSTANDING OF SCOPE OF WORK
TAIT thoroughly understands and acknowledges the
potential Scope of Work and Services as outlined
in Section 4. of the RFP. Public works engineering contracts require careful planning, effective communication, and
precise execution in order to avoid costly contract change orders during the construction phase. Additionally, as this contract includes potential local, state or federally funded design and construction contracts, it is critical that the selected team have a thorough understanding of the design, approval, and construction processing requirements for each funding source and, as is the case for federal projects, the requirements outlined in the Local Assistance Procedures Manual (LAPM). In an effort to ensure consistent and excellent services on this contract, TAIT will employ our proven 5 step project management protocol (Understand > Assign > Plan > Execute > QA/QC) on each assigned contract:
UNDERSTAND:
Upon receipt of an RFP from the City, TAIT will conduct a cursory project review and will research existing conditions (field, environmental, regulation, and stakeholders) in order to ensure we have a full understanding of the scope. We will also meet with the City to discuss the project in an effort to understand the City's needs.
The potential scope of work under this contract is anticipated to include local and state funded design services on contracts such as:
preparation of detailed roadway rehabilitation or widening plans, pipeline construction plans, signing & striping plans, traffic signal modification, and traffic control plans, project cost estimates, and project specifications in accordance with City standards. Design services may also require analysis of CEQA/NEPA requirements, preparation of design reports for hydrology and pre/post construction water quality documents (LID/SWPPP/NOI), review of construction phasing and impact, and the analysis of existing and proposed storm, sewer, and water facilities.
ASSIGN:
TAIT has in house expertise in public works roadway, water, sewer, storm drain, surveying, hydrology/ hydraulics, pre/post construction water quality control, architecture, and minor structural engineering and analysis. Based on the scope of the project, TAIT's Senior Project Manager will assign a lead Project Manager and/or Project Engineer to each contract whose backgrounds best matches the needs and complexity of the project. Key sub -consultants such as landscaping, MEP, and structural team members will then be assigned to the project at this phase based on the needs of the project.
PLAN:
We will prepare and submit a clear and concise scope of work, project schedule, and fee proposal that includes all necessary tasks to successfully complete the contract. Key considerations in the planning phase will include the funding source (local/state/ federal) and associated permitting/ documentation requirements, stakeholder requirements/needs, level of design detail desired by the City (plan/plan & profile), storm water quality requirements, coordination and meeting needs, and the overall scheduling needs.
EXECUTE:
Upon issuance of the notice to proceed, TAIT will actively and effectively execute the scope of work for the contract. An abridged summary of a typical project scope of work has been included below for City review. Our assigned project manager will stay in constant contact with the City and will remain available and responsive to the City's needs through the life of the project.
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 15
• _
TAIT & ASSOCIATES, INC.
QA/QC:
TAIT employs our QA/QC program on each contract that we are awarded. A CA/QC manager will be assigned to each project to 1) ensure a quality design is employed, 2) verify all agencies/ disciplines are coordinated 3) check constructabiiity through review of PS&E at each submittal, and 4) conduct an informal engineering cost assessment to ensure compliance with the City's specific project goals
RISK MANAGEMENT:
The greatest risk for delays in a project is the lack of foresight and understanding of the scope. With our proven work experience, high caliber staffing, and as a result of our 5 step project management protocol, The City can be assured that our proposals are complete and that our assigned team is fully qualified to design the project.
Each proposal to the City will be accompanied with a detailed project schedule that outlines key milestones, permitting needs, plan submittals, agency review periods, and utility coordination/ notification dates. TAIT will also stay in close contact with the City during the life of the project in order to ensure the project remains on schedule.
SCHEDULE CONTROL:
The Project Manager is responsible for efficiently directing the team and completing projects within the established budget. To accomplish this, the Project Manager must authorize and approve all time cords, work reports, change orders and expense sheets with the current modules of Deltek, which allows our project managers to track budgets, resources, contracts, and hours for each project.
ON -CALL CIVIL ENGINEERING SERVICES
However, in cases where o project design has been delayed at no fault of the City, TAIT Management would reassess assigned personnel to the project, and review effort completed to make sure design is on point and has not deviated from the agreed upon path.
Meetings with project team personnel would be held to review the project and discuss options to accelerate design without impacting quality and the required deliverables. Additional personnel, overtime, and assignment of more senior level staff would be options considered by TAIT Management to bring the project back on schedule at no additional cost to the City.
CLIENT SERVICE:
Our client service approach is to know and understand the client's needs concerning the project, allowing us to assist the client as if we are an extension of their own staff. TAIT will follow a set of protocols established in our Project Instructions which will include the development of monthly progress reports (including schedule and budget), meeting attendance and reporting, and a clear understanding with the Client as to all Action Items that have yet to be completed.
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 16
TAIT & ASSOCIATES, INC.
QUALITY ASSURANCE/QUALITY
CONTROL PROGRAM:
An important feature of our design process is our Quality Assurance/Quality Control (QA/QC) Program. Mr. Broussard P.E., QSD/P, oversees TAIT's QA/QC Program.
TAIT's QA/QC Program focuses on the following four primary objectives:
1. To ensure that a quality design has been provided by following our in-house design checklists
2. To verify that different disciplines and agencies have been coordinated
3. To verify that the proposed improvements are constructible, and
4. To verify that a cost effective analysis approach was followed to achieve the client's goals
TAIT utilizes a Total Quality Management approach.
TAIT's philosophy is that qualify control begins at day one and does not end until the project is constructed.
Quality Control is the responsibility of each and
every team member. It includes the selection of project team members who have demonstrated through experience the ability to understand and apply the project objectives to achieve a specific goal. It requires open and continuous communications between all team members and the client.
TAIT has developed internal design checklists. Design
checklists are used by our design team as a component of our firm's QC process.
ON -CAL CIVIL ENGINEERING SERVICES
Timely Quality Control Reviews are provided. Before
plans are submitted to outside parties and the approving agency/ agencies for review and approval, TAIT's QA/QC Manager or his designated QC team member conducts a thorough review to verify the quality, constructability and completeness of the submittal. A typical TAIT QA/QC Program includes the following steps:
1. Project Manager (PM) Transmits Design Documents
to the QA/QC Manager - The PM initiates the QC
process at agreed upon project milestones,
2. QA/QC Manager conducts initial review - The QA/
QC Manager reviews the submittal with the PM to obtain
project specific information and conducts a limited review on the completeness of the submittal.
3. Review of the Submittal — The submittal is reviewed using TAIT's internal checklists. Necessary corrections are identified on the submittal which is returned to the PM.
4. PM to Address QC Comments - The QA/QC Manager
and PM review the QC comments to seta course of action.
Any proposed Value Engineering (VE) measures are reviewed to determine the appropriate next step. The reviewed
documents are then returned to the design team.
5. PM finalizes Design Documents for Submittal to
the Agency - The PM meets with the design team to monitor progress and verify incorporation of the QC comments into the design documents. Any deviation from the QC comment or the agreed upon action is reviewed for acceptance prior to transmitting the final design documents to the City and other reviewing parties for their review and approval.
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 17
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TAIT & ASSOCIATES, INC.
F. REFERENCES
OCPW On -Call Engineering:
ON -CALL CIVIL ENGINEERING SERVICES
Orange County Public Works
On -Call Land Planning and Engineering Services
County of Orange, CA
TAIT was retained by the County of Orange to provide On -call Land Planning and Engineering Services to assist OC Planned Communities in the review of development applications for new planned communities in being developed in South County and to assist in the evaluation of County owned properties for redevelopment opportunities. Since 2011, the TAIT team; consisting of Planners, Landscape Architects, Traffic Engineers, Civil Engineers, Storm Water Engineers, Geo-technical Engineers and Building & Safety Reviewers - have provided on -call services to the County for the review of environment planning documents, tentative and final maps, and Site Development plans for grading, buildings, landscaping, street (public and private) and storm drain improvements. Additional assignments have included the review of preliminary and final Water Quality Management Plans and the processing of Construction Permits for developer improvement plan. Engineering design services have included due diligent studies, cost estimates, site planning and infrastructure analysis.
Other On -Call Contracts
• On -Call Engineering Services, City of Bellflower
• On -Call Engineering Services, City of Carson
• On -Call Engineering Services, City of Chino
• On -Call Architectural -Engineering Services, City of Diamond Bar • On -Call Engineering Services, City of Fullerton
• On -Call Engineering Services, City of Glendora
• On -Call Engineering Services, City of Irvine
• On -Call Engineering Services, City of Lake Forest
• On -Call Engineering Services, City of Newport Beach
• On -Call Engineering Services, City of Norco
• On -Call Engineering Services, City of Santa Ana
• On -Call Engineering Services, City of Seal Beach
• On -Call Engineering Services, City of Stanton
• On -Call Engineering Services, City of Yorba Linda
• On -Call Architectural -Engineering Services, OC Sheriff's Dept. • On -Call Architectural Services, County of Orange
• On -Call Surveying Services, South Orange County Community College District • On -Call Engineering Services, Port of Long Beach
Reference Contact:
James Campbell, Project
Manager
445 Civic Center Dr. West,
2nd FI, Santa Ana, CA
(714) 567-7742
[email protected]
Client:
OC Public Works
Costs:
Various
Project Dates:
2011 -Present
Key Personnel:
PIC: Jacob Vandervis
PM: Bart Mink
QA/QC: Todd Broussard
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 18
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
Diamond Bar On -Call Engineering:
Area 6 Slurry Seal and Overlay Project
City of Diamond Bar
TAIT was selected by the City of Diamond Bar to provide design engineering services for the Citywide Zone 6 Slurry Seal and Overlay Project.
The project included the design of an entire neighborhood zone within the City of Diamond Bar which included the field identification, implementation, and design of over 800,000 SF of AC Grind and Overlay, and 1,200,000 SF of Slurry Seal located within the northern limits of the City of Diamond Bar.
TAIT has been on call with the City
of Diamond Bar since 2018 and has
completed several projects.
In addition to the pavement analysis, design, and
implementation, TAIT was also responsible for
identifying sidewalk, curb and gutter, and curb
ramp improvements throughout the neighborhood
including the removal and replacement of 19 curb
ramps within the steep, curvilinear streets of Diamond
Bar,
Special attention was paid on this project to the
appropriate use and identification of patching
areas in order to maximize the City's budget and to
ensure constructibility of the project. TAIT worked
closely with City staff to identify and isolate areas of concern in order to ensure the City's benefits were
maximized on the job.
Of notable interest on this project was the removal
and replacement of speed cushions throughout
Sunset Crossing which would not be compatible
with the installation of an edge grind and overlay.
Additionally, careful attention was paid to the
presence of existing utilities to ensure the proposed
roadway treatment was taking in to account the
required adjustment (for overlay) and protection (for
slurry seal) work items.
Reference Contact:
John Beshay
Associate Engineer
21810 Copley Drive
Diamond Bar, CA 91765
(626) 682-3117
[email protected]
Client:
City of Diamond Bar
Construction Costs:
$1.5 million
Project Dates:
Design: Winter/Spring 2018
Construction: Summer 2018
Key Personnel:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Todd Schmieder
Additional Projects:
Reagan & Person Park Parking
lot Expansion
Citywide DrninageAnalysis
CIPRecommendations
Phasel &2Drainage
Improvement Project
Sunset Crossing Park Grant
FundingAssistance
City £nhyMonument
Construction Management
Project
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 19
kj,G
TAIT & ASSOCIATES, INC.
Newport Beach On -Call Engineering:
ON -CALL CIVIL ENGINEERING SERVICES
Bonita Canyon and Ford Road Resurfacing Project
City of Newport Beach
TAIT was selected by the City of Newport Beach to provide civil engineering, surveying, geo-technical engineering services on the Bonita Canyon and Ford Road Resurfacing Project from Jamboree Rd. to SR -73. The project limits include a total of 2 miles of arterial roadway rehabilitation on Bonita Canyon/Ford Road which a 6 lane arterial roadway with raised medians and bike lanes extending through the City of Newport Beach.
TAIT has been on call with the City of
Newport Beach since 2016 and has
completed several projects.
The project includes the design of pavement
rehabilitation strategies as well as the identification and replacement of non-ADA compliant curb
ramps, sidewalk, replacement of damaged curb
and gutter, and the identification and adjustment/
protection of utility facilities.
Of critical importance on this contract was the
design and coordination of the improvements and
traffic control within the state of California Right of Way at SR -73. The TAIT team actively coordinated
with the City and CalTrans during the review
process in order to obtain project approval and
permit ahead of the bidding date. Additionally,
this contract was complicated due to the steep
grades along the project limits. Curb ramps which
could not be made ADA compliant were identified
during the design review process and memos were
submitted to the City in order to justify the final limits of the work.
Bonita Canyon /Ford Road
CITY OF PLACENTIA
Reference Contact:
Patricia Kharazmi, PE
100 Civic Center Drive,
Newport Beach, CA
(949) 644-3344
pkharazmi@
newportbeachca.gov
Client:
City of Newport Beach
Construction Costs:
$2.5 million
Project Dates:
Design: 2019-2020
Construction: 2020
Key Personnel:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Todd Schmieder
Additional Projects:
Newport Heights Alley &
Sewer Replacement Project
Newport Heights Trash
Transfer Station Grading
Irvine Ave. Sidewalk Gap
Closure Project
Mariners Library Parking Lot
Expansion Project
Mesa Dr Roadway Widening
Old Newport Rd. Shoulder
Improvement
• OCTOBER 26, 2023 • PG. 20
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
Lake Forest On -Call Engineering:
Dimension Drive, Civic Center Drive, & Portola
Parkway Rehabilitation Project
City of Lake Forest
TAIT was selected by the City of Lake Forest to provide civil engineering and surveying on a citywide arterial design project which included the design of the following three segments:
• Dimension Drive from Bake Parkway to Lake Forest Drive • Civic Center Drive from Enterprise way to South End
• Portola Parkway at SR -73 Overcrossing (w/in CalTrans R/W) TAIT has been on call with the City
of Lake Forest since 2015 and has
completed multiple projects.
The project encompassed a total of
6,400 linear feet of arterial/collector
roadways and included full depth reconstruction
of dimension drive and Civil Center drive and a
2" grind and overlay of Portola Parkway within the
CalTrans R/W limits.
This project required obtaining a CalTrans
encroachment permit for both construction and
traffic control purposes. As a result, further detail
and scrutiny was required on the design to ensure
CalTrans acceptance of the traffic control system as
well as the overall design materials and elevations.
This project also required further coordination
with IRWD, e Toro Water District, and a private
developer within the City of Lake Forest for
incorporation of separate engineer's design
packages in to the City's overall construction
project. TAIT was designated the lead
consultant to compile all plans and
prepare the required final technical
specifications and bid documents in order
to capture the required scope of work and design
elements.
The construction for this project is currently in the
final stages of construction and finish up and is
anticipated to be completed by April of 2020.
Reference Contact:
Taylor Abernathy, PE
100 Civic Center Dr.,
Lake Forest, CA
(949)461-3490
[email protected]
Client:
City of Lake Forest
Construction Costs:
$3.5 million
Project Dates:
Design: 2018-2019
Construction: 2019-2020
Key Personnel:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Todd Schmieder
PE: Chris Engelbach
Additional Projects:
Citywide Traffic Signal
Upgrade Project
Packer Place Linear Park
Drainage Improvements
Ascension Median Acceleration
Lane Project
PPLT Traffic Signal
Improvements
Glenn Ranch Road Rehab.
Jeronimo & EI Toro Widening
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 21
tIj
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
Fullerton On -Call Engineering:
Jacaranda Neighborhood Rehabilitation & Sewer Replacement City of Fullerton
TAIT was selected by the City of Fullerton to provide civil engineering services for the Jacaranda Neighborhood Pavement Rehabilitation and Sewer Main Replacement Project. The project was located in a historic neighborhood in the City of Fullerton that included over a mile of residential roadway rehabilitation and 2,700 linear feet of sewer main replacement within the neighborhood surrounding Jacaranda Place from the western cul-de-sac to Malden Avenue.
TAIT has been on call with the City
of Fullerton since 2018 and has
completed several projects.
In addition to roadway reconstruction and
grind and overlay operations, the roadway
component of the project included the removal and
replacement of over 1.5 miles of old, deteriorated,
and uneven curb and driveways throughout the
neighborhood with new variable height curb and
gutter in order to engineer and define the roadway
drainage conditions within the neighborhood.
Due to the historic and unique nature of the
neighborhood, the curb heights and flowline were
carefully profiled in order to improve the drainage
conditions while also joining the existing pavement.
And in addition to the roadway improvements,
TAIT was also tasked with the abandonment of
two old sewer siphon systems and the combination
and construction of a single master neighborhood
sewer siphon along with the removal and
replacement of 2,700 linear feet of existing 6"
VCP with new 8" VCP sewer. The sewer siphon
was design to convey sewer flows under an
existing Orange County Flood Control Channel
and required the design of a double barrel sewer
siphon that was installed via jack and bore method.
Reference Contact:
Jose Medina
303 W Commonwealth Ave,
Fullerton, CA 92832
(714) 738-6863
[email protected]
Client:
City of Fullerton
Construction Cost:
$2.4 million
Design Cost:
$141,542
Project Dates:
2019-2020
Key Personnel:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Todd Schmieder
PE: Chris Engelbach
Additional Projects:
Juanita Cook Trail
Improvement Project
SID City Hydrology Review
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 22
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
Stanton On -Call Engineering:
2020 Stanton Citywide Street Resurfacing
City of Stanton
This current under construction project includes two separate contracts in which TAIT was selected by the City of Stanton to provide civil engineering and surveying on a citywide residential and arterial design project which included the design of the following three project's rehabilitation methods:
• Contract 1: Plan & Profile for 0.32 miles of full depth removal and reconstruction • Contract 1: Plans for 1.5" Grind and FRAC Overlay
• Contract 2: Plans for 1.6 Million SF of RAP Slurry Overlay TAIT has been on call with the City
of Stanton since 2016 and has
completed multiple projects.
The project encompassed a total of 0.32 miles of
removal and reconstruction, 0.72 miles of 1.5" grind
and FRAC overlay as well as 1.6+ million square
feet of RAP Slurry Overlay. The project included
the design of pavement rehabilitation strategies
as well as the identification and replacement
al.
of non-ADA compliant curb ramps, sidewalk,
replacement of damaged curb and gutter, removal
and replacement of slotted cross gutters, and the
identification and adjustment/protection of utility
facilities.
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Reference Contact:
Allan Rigg, PE AICP
7800 Katella Ave,
Stanton, CA
(714} 890-4203
[email protected]
Client:
City of Stanton
Construction Costs:
$1.5 million
Project Dates:
Design: 2019
Construction: 2020-2021
Key Personnel:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Todd Schmieder
2PE: Bart Mink
Geotech: SoCal Geo
Additional Projects:
CerriotsAve. Widening
PalaisAve. AlleyReconst.
Brad ford Neighborhood Street
Rehabiliation
FY17/18 Street Resurf wing
FY18/19Street Resurfacing
FY19/20 Street Resurfacing
Beach & Garden Grave Sewer
Replacements
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 23
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
Newport Beach Corporate Yard Project
City of Newport Beach
TAIT has been selected to complete the re -design of the existing Corporate Yard where the Transfer Station Rehabilitation Project was completed. The Project Scope of Work will consist of Site Demolition, Transfer Station, Storm Water and Utilities Coordination, Site Improvements and Fueling System. Architectural Scope of work includes a Pre -fabricated Restroom Facility and additional Project Coordination.
Baldwin Park City Yard Improvement Project
City of Baldwin Park
TAIT was selected by the City of Baldwin Park due to their unique ability to provide in house services, including surveying, engineering, architectural, and fuel station design, for improvements to their City Yard. The improvements include a total demolition and reconfiguration of the main Administration Building, as well as improvements to the Warehouses and Automotive Repair garage. In addition, the project includes improvements to the existing fueling station, a proposed EV fast charge station, and replacement of two on -site generators. The parking lot will be analyzed for efficient parking of vehicles and other equipment and storage as well as pavement rehabilitation. TAIT has completed the Phase I Study, which identified the proposed improvements in comparison to the City's available budget. Design is now underway, with an expected completion in the Fall of 2023.
Due to TAIT's diverse field of expertise, we were able to offer the City the major components of services in-house, during the initial Phase of work. The design phase of the project will only rely on an MEP subconsultant to balance out the remaining design scope.
Reference Contact:
Mike Sinacori
Assistant City Engineer
100 Civic Center Drive,
Newport Beach, CA 92660
(949) 644-3342
[email protected]
Client:
City of Newport Beach
Construction Cost:
$7 million (approx.)
Project Dates:
2022-2023
Key Personnel:
PIC: Jacob Vandervis
PM: Todd Broussard
Reference Contact:
Romany Basilyous
Engineering Manager
13135 Garvey Ave,
Baldwin Park, CA 91706
(626) 960-4011x459
[email protected]
Client:
City of Baldwin Park
Construction Cost:
$2.5 million (budgeted)
Design Cost:
$300,000
Project Dates:
2021-2024
Key Personnel:
PIC: Jacob Vandervis
PM: David Sloan
AOR: Dan Hinson
Sr. PM: Donnie DeWees
Sr. JC: Gerardo Balderrama
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 24
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
MPD Storm Drain Line N-4
City of Norco
The Norco Master Plan of Drainage Storm Drain Line N-4 project, includes the design of an 18 to 36 -inch storm drain main line along 4th Street from Valley View to the Norco Channel. The scope of work for the design of the storm drain system includes hydrology and hydraulics analysis for the proposed line, surveying, preparation of Plan, Specifications and Estimates (PS&E), assisting the City in the bidding process and construction support. The Storm Drain line extends approximately 2,700 linear feet, with 8 new storm drain inlets (curb opening catch basins) and it will join the existing 36 -inch storm drain outlet at Norco Channel.
Careful detailed was taken to the hydrology drainage delineation analysis to understand the tributary area to each of the proposed inlets and the storm drain main line. For this project TAIT completed a Feld walk to analyze the existing drainage conditions, worked along with the City in understanding their needs and reviewing any existing issues, as well as reviewed the proposed inlet locations to maximize flow capture. The proposed storm drain along 4th Street and Valley View, is a new system that will relieve the existing streets from surface drainage conveyance and reduce flooding or potential flooding issues along the existing residences.
Mesa Drive Widening & Drainage Improvements
City of Newport Beach
TAIT was hired by the City of Newport Beach as part of our On -Call Contract to design the drainage and roadway improvements associated with the Mesa Drive Widening Project. The project was necessitated due to existing traffic concerns with turning movements combined with high ponding and flooding that was occurring at the existing drainage inlet. The design included widening of Mesa Drive at Bay view Avenue as well as the re -grading and re -design of existing street drainage to capture the 10 year design storm which conveyed to an existing water quality diversion structure design to maintain perennial low flows to the Newport bay while diverting high flows to the storm drain system to avoid erosion in the bay. Design was completed in August of 2019 and construction was completed in the winter of 2019.
Reference Contact:
Sam Nelson, City Engineer
2870 Clark Avenue,
Norco, CA 92860
(951) 270-5677
[email protected]
Client:
City of Norco
Construction Cost:
N/A
Construction Cost:
$42,052
Project Dates:
2021
Key Personnel:
PIC: Jacob Vandervis
PM/PE: Daniela Malott
Reference Contact:
Patricia Kharazmi, PE
100 Civic Center Drive,
Newport Beach, CA
(949) 644-3344
pkharazmi@
newportbeachca.gov
Client:
City of Newport Beach
Construction Cost:
$100 K
Project Dates:
2019
Key Personnel:
PIC: Jacob Vandervis
PM: David Sloan
PE: Chris Engelbach
QA/QC: Todd Schmieder
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 25
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
Chino Alley/Sanitation Rehabilitation Projects;
SN-161 & SN-191
City of Chino
TAIT provided full reconstruction design and surveying services to the City of Chino for nine (9) separate alley segments comprising of approximately 8,500 lineal feet of existing alleyways, protection of existing above ground utility appurtenances, PCC alley approaches, PCC ADA curb ramps, PCC ADA sidewalks, proposed bulb -outs, damaged water meter box replacements, and approximately 2,650 LF of a new 8" PVC waterline replacing a similar length of 50+ year old 6" ACP line within one alley. The City required that all points of connection to the existing systems running along crossing alleys be upgraded to include the newer and larger PVC water pipe and the installation of new water values in each cross alley. Many of the segments between cross alleys required obtaining approvals from the State Division of Drinking Water due to restricted vertical clearances between existing utilities installed in the narrow alley.
The contractor finalized final punch list on this successful project in April 2022.
Glenn Ranch Road Resurfacing Project
City of Lake Forest
TAIT was selected by the City of Lake Forest to provide civil engineering, surveying, and geotechnical engineering on the Glenn Ranch Road Resurfacing Project from Portola Parkway to El Toro. The project limits included a total of 1.6 miles of arterial roadway rehabilitation on Glenn Ranch Road which is a 4 -lane arterial roadway with middle turn lane and intermittent median for the full length. The project included the design of pavement rehabilitation strategies as well as the identification and replacement of non-ADA compliant curb ramps, sidewalk, replacement of damaged curb and gutter, signage and striping and the identification and adjustment/protection of utility facilities.
This protect also included the hydrology and hydraulic calculations for an existing median catch basin at the most southern media that was backing up and causing water on the roadway during larger rain events. The scope of the reconstruction included design of plan and profiles and design sections as well as intersection grading for Glenn Ranch Road and Viejo Ridge.
Reference Contact:
Maria Fraser, PE, CIP
Engineering Manager
13220 Central Avenue
Chino, CA 91710
(909) 334-3310
[email protected]
Client:
City of Chino
Construction Cost:
$2.1 million
Design Cost:
$134,998
Project Dates:
2018-2022
Key Personnel:
PIC: Jacob Vandervis
PM: David Sloan
PE: Bart Mink
Reference Contact:
Taylor Abernathy, PE
100 Civic Center Dr.,
Lake Forest, CA
(949)461-3490
[email protected]
Client:
City of Lake Forest
Construction Cost:
$1.8 million
Design Cost:
$85,870
Project Dates:
2020-2021
Key Personnel:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Jacob Vandervis
PE: Bart Mink
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 26
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
Dana Point Harbor Revitalization -Sewer & Water
South Coast Water District
The Dana Point project included the preparation of the South Coast Water District Water & Sewer Public Improvement Plans. These plans included plan and profile design for approximately 1,700 linear feet of a 12 inch water main line and 300 linear feet of an 8 -inch water main line, and 800 linear feet of a sewer main line. The Project is located under a public/private partnership development. It included water and sewer master planning and phasing design for the interim and ultimate conditions, The design incorporated the analysis of existing water availability, feature water demand, sewer capacity calculations and proper clearance design from existing and proposed utilities at the site.
Drainage Improvement Project Phase 1 & 2
City of Diamond Bar
TAIT was hired by the City of Diamond Bar to provide design engineering and construction management services for Phase 1 & Phase 2 of the City's Drainage Improvement Project. This project included three separate areas:
• Brea Canyon Road — Parkway Drain System & Perforated Drain • Hipass Drive — Sub drain System, Low Flow Storm Drain & X -gutters • Golden Springs — Sub drain System & Low Flow Storm Drain This project included extensive coordination with the City and the design team in order to recommend and implement final design scenarios for each location. Appropriate water quality treatment systems were implemented in all systems that have direct storm drain connection (modular wetland system), and the sub drain system and crossing were analyzed to avoid conflicts.
During the construction phase, TAIT managed the contractor in order to review the field operations, respond to design related inquiries, updated designs based on final field needs, and successfully completed the construction project. The construction of this project was completed in 2018 within budget.
Reference Contact:
Taryn Kjolsing
20 Civic Center Plaza,
Santa Ana, CA 92701
(949) 499-4555 x3171
[email protected]
Client:
South Coast Water District
Construction Cost:
Not Available
Project Dates:
2016-2023
Key Personnel:
PIC: Jacob Vandervis
PM: Daniela Malott
Reference Contact:
John Beshay, Former
Associate Engineer
21810 Copley Drive
Diamond Bar, CA 91765
(626) 960-4011 Ext: 459
[email protected]
Client:
City of Diamond Bar
Construction Cost:
$400 K
Design Cost:
$66,710
Project Dates:
2017-2018
Key Personnel:
PIC: Jacob Vandervis
PM/CM: David Sloan
IOR: Michael Delagarza
QA/QC: Todd Schmieder
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 27
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
Cold Mill Resurfacing Project
City of Bellflower
TAIT was selected by the City of Bellflower to provide civil engineering and surveying design services on several residential neighborhood roadways as well as a full intersection profile design. The project was split into the following two portions:
• Plans for Grind and Overlay rehabilitation method
• Intersection design of Artesia and Ardmore intersection The project encompassed a total of 1.3 miles of residential neighborhood 2" grind and overlay. Furthermore, this project included the redesign of the Artesia and Ardmore intersection to remove the existing slotted cross gutters and provide relief for cars dragging crossing the existing intersection.
This project also required design of pavement rehabilitation strategies as well as the identification and replacement of non-ADA compliant curb ramps, sidewalk, replacement of damaged curb and gutter, removal and replacement of slotted cross gutters, and the identification and adjustment/protection of utility facilities.
Campus Drive Pavement Rehabilitation
City of Irvine
TAIT was selected by the City of Irvine to provide civil engineering and surveying on the Campus Drive Rehabilitation Project from Michaelson Drive to University Drive. The project limits included a total of 4000 linear feet of arterial roadway rehabilitation and reconstruction on Campus Drive which is a 2 -lane arterial roadway with bike lanes extending through the City of Irvine. It also included the design of pavement rehabilitation strategies as well as the identification and replacement of non-ADA compliant curb ramps, sidewalk, replacement of damaged curb and gutter, reconstruction and re -grading of the low point of the roadway due to flooding and ponding issues, coordination with IRWD and UCI for right of way and wetlands protection, and the identification and adjustment/protection of utility facilities throughout the project limits.
Careful attention was paid to the roadway profile which required modification in order to raise the low point of the roadway by more than 6". Plan and profile for the roadway was re -designed per CA Highway Design Manual standards, and extensive coordination with conducted with the City to verify that the pavement replacement scenario is in line with the proposed and revised grades.
Reference Contact:
Philip Wang, PE
16600 Civic Center Dr,
Bellflower, CA
562-804-1424 x2254
[email protected]
Client:
City of Bellflower
Construction Cost:
$925,000
Design Cost:
$47,907
Project Dates:
2019-2020
Key Personnel:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Jacob Vandervis
PE: Bart Mink
Reference Contact:
Darrell Hartman, PE
1 Civic Center Plaza,
Irvine, CA 92606
(949) 724-7556
[email protected]
Client:
City of Irvine
Construction Cost:
$2.6 M
Design Cost:
$143,445
Project Dates:
2017-2018
Key Personnel:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Todd Schmieder
PE: Chris Engelbach
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 28
TAIT & ASSOCIATES, INC.
ON -CALL CIVIL ENGINEERING SERVICES
G. CERTIFICATION OF PROPOSALS
RFQ No. PW-23-03: ON -CALL CIVIL ENGINEERING SERVICES
APPENDIX C
CERTIFICATION OF PROPOSAL TO THE CITY OF PLACENTIA
1. The undersigned hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFQ), dated October 2023, and to be bound by the terms and conditions of the RFQ.
2. This firm has carefully reviewed its proposal and understands and agrees that the City is not responsible for any errors or omissions on the part of the proposer and that the proposer is responsible for them.
3. It is understood and agreed that the City reserves the right to accept or reject any or all proposals and to waive any informality or irregularity in any proposal received by the City.
4. The proposal includes all of the commentary, figures and data required by the Request for Proposal, dated October 2023.
5. This firm has carefully read and fully understands all of the items contained in Section 7, General Requirements. This firm agrees to all of the general requirements except for those disclosed by the firm in project proposal, listed on an attachment.
6. The proposal shall be valid for 90 days from October 5, 2023.
Name of Firm: TAIT & Associates, Inc.
By:
(Authorized Signature)
Type Name: Jacob Vandervis
Title: COO/Vice President
Date: 10-26-23
CITY OF PLACENTIA • OCTOBER 26, 2023 • PG. 29
Placentia Cit Council
AGENDA REPORT
TO: CITY COUNCIL
VIA: CITY ADMINISTRATOR
FROM: DEPUTY CITY ADMINISTRATOR / PUBLIC SERVICES & INFRASTRUCTURE DATE: NOVEMBER 21, 2023
SUBJECT: PROFESSIONAL SERVICES AGREEMENTS FOR ON -CALL PRIVATE
DEVELOPMENT PLAN CHECK SERVICES
FISCAL
IMPACT: EXPENSE: $350,000 PROFESSIONAL ENGINEERING SERVICES (103551-6290)
REVENUE: $350,000 PASS -THROUGH COST 100% COVERED BY
APPLICANT PLAN CHECK FEES (103551-4399)
SUMMARY:
To meet engineering plan check demand for private development projects in a timely manner, on - call plan check services provided by professional consultants who specialize in certain areas have been utilized to support City Staff in this effort. The City currently maintains a bench list of three (3) different consulting firms it calls upon to provide these services and these existing agreements are nearing the maximum compensation amount. Staff issued a formal Request for Proposals ("RFP") for on -call plan check services and solicited competitive proposals from qualified engineering firms. A total of six (6) proposals were received.
After a thorough review of the proposals by Staff, a bench list of the top three (3) ranked firms are proposed to place under contract to provide the City with these services for all ongoing and future private development projects. These services include plan check entitlement reviews, preliminary tract and parcel map reviews, review of Water Quality Management and Storm Water Pollution Prevention Plans, and plan check review of street improvement plans. In addition, these consultants would review technical engineering reports such as sewer and storm drain capacity studies. The cost to provide these services, including City overhead costs are covered by private developers via established plan check fees and deposits charged to all project applicants.
RECOMMENDATION:
It is recommended that City Council take the following actions:
1. Approve a Professional Services Agreement with HR Green Pacific, Inc. for professional consulting services to provide on -call private development plan check services for a term of three (3) years with one (1) two-year term extension based upon performance and at the discretion of the City, in an amount not -to -exceed $350,000; and 1® .
Nov 21, 2023
City Council Agenda
November 21, 2023
2. Approve a Professional Services Agreement with NV5, Inc. for professional consulting services to provide on -call private development plan check services for a term of three (3) years with one (1) two-year term extension based upon performance and at the discretion of the City, in an amount not -to -exceed $350,000; and
3. Approve a Professional Services Agreement with Bureau Veritas North America, Inc. for professional consulting services to provide on -call private development plan check services for a term of three (3) years with one (1) two-year term extension based upon performance and at the discretion of the City, in an amount not -to -exceed $350,000; and
4. Authorize the City Administrator to approve any contract term extensions based on performance and amendments up to 10% of the contract not -to -exceed amount, or $35,000; and
5. Authorize the City Administrator to execute the above -mentioned Professional Services Agreements, in forms approved by the City Attorney.
STRATEGIC PLAN STATEMENT:
There is no specific strategic planning goal or objective associated with this agenda item.
DISCUSSION:
As a result of the need to retain the professional assistance from qualified consultants to assist Staff with plan checking services in support of private development projects in the City, Staff prepared an RFP for these services. A total of six (6) proposals were received from qualified consulting firms with extensive experience in municipal plan checking services. These proposals were evaluated by City Staff and the following are the top three final scores and rankings:
NO.
CONSULTANT
TOTAL
SCORE
1 HR Green Inc.
90 2
NV5, Inc.
85 3
Bureau Veritas North America, Inc.
80 Based upon each firm's extensive experience and expertise in providing plan checking services, the three (3) top firms scored highly in the evaluation process. By utilizing more than one (1) firm to provide these services, the City can achieve greater flexibility in turning over plan check reviews in a timely fashion. Individual plan check projects are assigned based upon the type of work to be performed as the expertise and experience of each firm varies. As demand for these external services continues to grow, this additional plan check resource will help the City meet this demand and fulfill development deadlines over the next several years.
City Council Agenda
November 21, 2023
The top three (3) ranked firms are familiar with the needs of the City, the requirements of the contract terms and conditions and Staff's expectations for timely turnaround on plan check reviews. The scope of services under these contracts will include on -call plan check of various plan types and reports such as:
• Rough/Precise Grading Plans
• Erosion Control Plans
• Water Quality Management Plans (WQMPs)
• Sewer Capacity Studies
• Hydrology and Hydraulics Reports
• Tentative Parcel/Tract Maps
• Lot Line Adjustments and Mergers
• Street Improvement Plans
• Storm Drain Plans
• Sanitary Sewer Plans
HR Green Pacific, Inc. and Bureau Veritas are currently providing the City with plan check services and their performance over the past several years has been excellent. Both firms have been responsive to the City's needs and have worked well with the various private teams developing projects in Placentia.
Therefore, Staff proposes the City enter into separate on -call agreements with three (3) consultants for plan check services. The cost of these services is paid in advance by project applicants and property developers. The consultants shall perform these services as described in each task order at the direction of the City Engineer, based upon the agreed cost per sheet basis as enumerated in the fee schedule that was recently adopted by the City Council.
FISCAL IMPACT:
The cost for plan checking services along with the City's overhead is offset by the plan check fees collected from developers and project applicants in accordance with the City's adopted Fee Schedule. Accordingly, sufficient funds exist to pay for these services on an on -going, as -needed basis.
Prepared by:
Chris Tanio
Reviewed and approved:
Jennifer"Lampman
Deputy Director of Public Works/City Engineer Director of Finance
City Council Agenda
November 21, 2023
Reviewed -and aproved:
Luis Estevez
Deputy City Administrator
Reviewed and approved:
Damien R. Arrula
City Administrator
Attachments:
1. Agreement with HR Green Pacific, Inc.
2. Agreement with NV5, Inc.
3. Agreement with Bureau Veritas North America, Inc.
CITY OF PLACENTIA
PROFESSIONAL SERVICES AGREEMENT
WITH
HR GREEN PACIFIC
THIS AGREEMENT is made and entered into this 21ST day of November, 2023 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and HR Green Pacific., a California corporation ("Consultant").
WITNESSETH:
A. WHEREAS, City proposes to utilize the services of Consultant as an independent contractor to provide on -call development plan checking and entitlement review services as more fully described herein; and
B. WHEREAS, Consultant represents that it has that degree of specialized expertise contemplated within California Government Code Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated; and C. WHEREAS, City and Consultant desire to contract for the specific services described in Exhibit "A" (the "Project") and desire to set forth their rights, duties and liabilities in connection with the services to be performed; and
D. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement.
NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows:
1.0. SERVICES PROVIDED BY CONSULTANT
1.1. Scope of Services. Consultant shall provide the professional services described in Consultant's Proposal ("Proposal"), attached hereto as Exhibit "A" and incorporated herein by this reference.
1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance with sound professional practices. Consultant also warrants that it is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.
1.3. Performance to Satisfaction of City. Consultant agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:
(a) Meet with Consultant to review the quality of the work and resolve the matters of concern;
(b) Require Consultant to repeat the work at no additional fee until it is satisfactory; and/or
(c)
Terminate the Agreement as hereinafter set forth.
1.4. Warranty. Consultant warrants that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws, including, but not limited to, those laws related to minimum hours and wages; occupational health and safety; fair employment and employment practices; workers' compensation insurance and safety in employment; and all other Federal, State and local laws and ordinances applicable to the services required under this Agreement. Consultant shall indemnify and hold harmless City from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description including attorneys' fees and costs, presented, brought, or recovered against City for, or on account of any liability under any of the above -mentioned laws, which may be incurred by reason of Consultant's performance under this Agreement.
1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital status, sexual gender or sexual orientation, except as permitted pursuant to Section 12940 of the Government Code. Such actions shall include, but not be limited to the following:
employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation and selection for training, including apprenticeship. Consultant agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.
Consultant shall, in all solicitations and advertisements for employees placed by, or on behalf of Consultant shall state that all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, marital status, national origin, or mental or physical disability. Consultant shall cause the paragraphs contained in this Section to be inserted in all subcontracts for any work covered by the Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.
1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.
1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Consultant's sole cost and expense. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Consultant may engage during the term of this Agreement.
1.8. Confidentiality. Employees of Consultant in the course of their duties may have 2 Rev. 08/2017
access to financial, accounting, statistical, and personnel data of private individuals and employees of City. Consultant covenants that 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 written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this Section shall survive the termination of this Agreement.
2.0. COMPENSATION AND BILLING
2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A." Consultant's total compensation shall not exceed Three Hundred Fifty Thousand Dollars ($ 350,000.00).
2.2. Additional Services. Consultant shall not receive compensation for any services provided outside the scope of services specified in the Consultant's Proposal or which is inconsistent with or in violation of the provisions of this Agreement unless the City or the Project Manager for this Project, prior to Consultant performing the additional services, approves such additional services in writing. It is specifically understood that oral requests and/or approvals of such additional services or additional compensation shall be barred and are unenforceable.
Should the City request in writing additional services that increase the hereinabove described "SCOPE OF SERVICES", an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services.
2.3. Method of Billing. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice.
Each invoice shall describe in detail, the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.
2.4. Records and Audits. Records of Consultant's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date.
3.0. TIME OF PERFORMANCE
3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A." The Project Schedule may be amended by mutual agreement of the parties. Failure to commence work in a timely manner and/or diligently pursue work to completion may be grounds for termination of this Agreement.
3.2. Excusable Delays. Neither party shall be responsible for delays or lack of performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the Consultant is encountered, a time 3 Rev. 08/2017
extension may be mutually agreed upon in writing by the City and the Consultant. The Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension.
4.0. TERM AND TERMINATION
4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of three years, ending on November 21, 2026, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties. One (1) two-year extension is available on Consultant performance and at the discretion of the City. Approval of the term extension is contingent upon City Council review and approval at the conclusion of the initial three-year term.s
4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Consultant. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates or abandons a portion of this Agreement such suspension, termination or abandonment shall not make void or invalidate the remainder of this Agreement.
If the Consultant defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.
The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.
4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including 4 Rev. 08/2017
the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein. In ascertaining the professional services actually rendered hereunder up to the effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.
4.4. Documents. In the event of termination of this Agreement, all documents prepared by Consultant in its performance of this Agreement including, but not limited to, finished or unfinished design, development and construction documents, data studies, drawings, maps and reports, shall be delivered to the City within ten (10) days of delivery of termination notice to Consultant, at no cost to City. Any use of uncompleted documents without specific written authorization from Consultant shall be at City's sole risk and without liability or legal expense to Consultant.
5.0. INSURANCE
5.1. Minimum Scope and Limits of Insurance. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement all the following minimum scope of insurance coverages with an insurance company admitted to do business in California, rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and approved by City:
(a) Broad -form commercial general liability, in a form at least as broad as ISO from #CG 00 01 04 13, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. If Consultant maintains higher limits that the specified minimum limits, City requires and shall be entitled to coverage for the high limits maintained by the Consultant.
(b) Business automobile liability for owned vehicles, hired, and non -owned vehicles, with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, each incident for bodily injury and property damage.
(c) Workers' compensation insurance as required by the State of California and Employers Liability Insurance with a minimum limit of $1,000,000 per accident for any employee or employees of Consultant. Consultant agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies. 5 Rev. 08/2017
Before execution of this Agreement by the City, the Consultant shall file with the Public Works Director/City Engineer the following signed certification:
I am aware of, and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers' Compensation or to undertake self-insurance before commencing any of the work.
The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for and maintaining in full force and effect for the duration of this Agreement, complete Workers' Compensation Insurance, and shall furnish a Certificate of Insurance to the Public Works Director/City Engineer before execution of this Agreement by the City.
The City, its officers and employees shall not be responsible for any claims in law or equity occasioned by failure of the consultant to comply with this section.
Neither the CITY nor any of its elected or appointed officials, officers, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Consultant under this Agreement are adequate to protect Consultant.
If Consultant believes that any such insurance coverage is insufficient, Consultant shall provide, at its own expense, such additional insurance as Consultant deems adequate.
5.2. Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions as worded below:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are addition- al insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; automobiles owned, leased, hired, or borrowed by the Consultant."
(b) Notice: "Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self -insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any canceled policy, the City may procure such insurance at Consultant's sole cost and expense."
(c) Other insurance: "The Consultant's insurance coverage shall be primary insurance as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy."
6 Rev. 08/2017
(d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers.
(e) The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
5.3. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self -insured retention to provide such coverage, the amount of such deductible or self -insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self -insured retention.
5.4. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. The certificates of insurance and endorsements shall be attached hereto as Exhibit "B" and incorporated herein by this reference.
5.5. Non -limiting. Nothing in this Section shall be construed as limiting in any way, the indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.
6.0. GENERAL PROVISIONS
6.1. Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to any matter referenced herein and supersedes any and all other prior writings and oral negotiations. This Agreement may be modified only in writing and signed by the parties in interest at the time of such modification. The terms of this Agreement shall prevail over any inconsistent provision in any other contract document appurtenant hereto, including exhibits to this Agreement.
6.2. Representatives. The City Administrator or his or her designee shall be the representative of City for purposes of this Agreement and may issue all consents, approvals, directives and agreements on behalf of the City, called for by this Agreement, except as otherwise expressly provided in this Agreement.
Consultant shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives and agreements on behalf of Consultant called for by this Agreement, except as otherwise expressly provided in this Agreement.
6.3. Project Managers. City shall designate a Project Manager to work directly with Consultant in the performance of this Agreement. It shall be the Consultant's responsibility to assure that the Project Manager is kept informed of the progress of the performance of the services and the Consultant shall refer any decision, which must be made by City, to the Project Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Project Manager.
Consultant shall designate a Project Manager who shall represent it and be its agent in all consultations with City during the term of this Agreement and who shall not be 7 Rev. 08/2017
changed by Consultant without the express written approval by the City. Consultant or its Project Manager shall attend and assist in all coordination meetings called by City.
6.4. Notices. Any notices, documents, correspondence or other communications concerning this Agreement, or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.
IF TO CONSULTANT:
HR Green Pacific
1260 Corona Pointe Court,
Suite 305
Corona, CA 92879
Tel: 855-900-4742
Attn: George A. Wentz
IF TO CITY:
City of Placentia
401 E. Chapman Ave
Placentia, CA 92870
Tel: 714-993-8132
Attn: Chris Tanio
6.5. Attorneys' Fees. In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof.
6.6. Governing Law. This Agreement shall be governed by and construed under the laws of the State of California without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California. Consultant agrees to submit to the personal jurisdiction of such court in the event of such action.
6.7. Assicnment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement.
6.8. Indemnification and Hold Harmless. Consultant agrees to defend, indemnify, hold free and harmless the City, its elected and appointed officials, officers, agents and employees, at Consultant's sole expense, from and against any and all claims, demands, actions, suits or other legal proceedings brought against the City, its elected and appointed officials, officers, agents and employees arising out of the performance of the Consultant, its employees, and/or authorized subcontractors, of the work undertaken pursuant to this Agreement. The defense obligation provided for hereunder shall apply without any advance showing of negligence, recklessness, or willful misconduct by the Consultant, its employees, 8 Rev. 08/2017
and/or authorized subcontractors, but shall be required whenever any claim, action, complaint, or suit asserts as its basis the negligence, recklessness, or willful misconduct of the Consultant, its employees, and/or authorized subcontractors, and/or whenever any claim, action, complaint or suit asserts liability against the City, its elected and appointed officials, officers, agents and employees based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable.
Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.
6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its 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, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.
6.10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor 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 subcontractors, 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 subcontractors 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.
6.11. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation which City might require. 9 Rev. 08/2017
6.12. Ownership of Documents. All findings, reports, documents, information and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant.
Consultant shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents.
6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information and data, including, but not limited to, computer tapes, discs or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 6250 et seq.).
Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 6254.7, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.
6.14. Conflict of Interest. Consultant and its officers, employees, associates and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090. During the term of this Agreement, Consultant and its officers, employees, associates and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute.
6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.
10 Rev. 08/2017
6.16. Prohibited Employment. Consultant will not employ any regular employee of City while this Agreement is in effect.
6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following order, if applicable: This Agreement, the City's Request for Proposals, the Consultant's Proposal.
6.18. Costs. Each party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.
6.19. No Third Party Beneficiary Rights. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement.
6.20. Headincs. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.
6.21. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.
6.22. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement.
6.23. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.
6.24. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith 11 Rev. 08/2017
negotiations.
6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.
6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written.
CITY OF PLACENTIA,
A municipal corporation
Date:
Damien R. Arrula, City Administrator
ATTEST:
Robert S. McKinnell, City Clerk
CONSULTANT — HR Green Pacific, Inc.
Ge.v. A. t4114,41,
Signature
George A. Wentz
George A. Wentz, Vice President, PE
82-1518456
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:
Christian L. Bettenhausen, City Attorney
12 Date:
Date:
11/14/2023
Rev. 08/2017
APPROVED AS TO INSURANCE:
Date:
Krystle Murillo, Risk Manager
APPROVED AS TO CONTENT:
Chris Tanio, Deputy Director/City Engineer
DEPARTMENTAL APPROVAL:
LS f S{t,t
Luis Estevez, Deputy City Administrator
13 Date:
Date:
11/14/2023
11/14/2023
Rev. 08/2017
EXHIBIT A
CONSULTANT'S PROPOSAL AND SCOPE OF WORK
14 Rev. 08/2017
EXHIBIT B
CERTIFICATES OF INSURANCE AND ENDORSEMENTS
15 Rev. 08/2017
►1260 Corona Pointe Court Suite 305
Corona, CA 92879
Main 855.900.4742 Fax 713.965.0044
HRGreen®
PAC 1 F I C
October 26, 2023
City of Placentia
Chris Tanio, PE, Deputy Director/City Engineer
401 E. Chapman Avenue
Placentia, CA 92879
Re: On -Call Development Plan Checking and Entitlement Review Services, RFQ No. PW-23-04 Dear Chris and other Selection Committee Members,
HR Green Pacific, Inc. (HR Green), as a company and team members, has decades of experience providing on -call development plan checking and entitlement review services to a multitude of southern California agencies including the City of Placentia. We realize that you are committed to keeping Placentia a pleasant place by providing a safe family atmosphere, superior public services and policies that promote the highest standards of community life. We are committed to moving forward your exceptional quality of life while preserving your outstanding amenities and beautiful environment. Partnering with you, HR Green will elevate your image as a prestigious community and will help maintain your open, honest, responsive services by providing exceptional service with our innovative, high -quality, and synergistic entitlement and plan review model.
Our Project Manager, Tina York, PE, has been providing the City of Placentia with plan review services for 10 years.
We know your city. Many of our key staff have served as Acting City Engineer for your city (Marla Doyle, PE) or as City Engineer to your neighbor (City of Fullerton - Derek Wieske, PE). We have also worked on several key city projects, such as the Transit -Oriented Development (TOD), Metrolink Station, and parking structure, Our Understanding of the Scope of Work
A. Transmittal Letter
HR Green prioritizes a staffing model that maximizes flexibility and responsiveness. Since 95% of our services are provided through on -call contracts to municipalities, we know it is crucial our staff be multi -faceted and provide maximum value by seamlessly transitioning between different duties, such as handling a variety of review types (private and public improvements) and/or a variety of plan types (grading, improvement, and survey). Because of our decades of experience serving public agencies and providing plan review services to Placentia and other municipalities. HR Green has the unique understanding of your needs. We provide constant communication and tremendous attention to detail —all within the promised turn -around time. We are committed to proactively impact Placentia for your residents, entrepreneurs, and investors. We will bridge the needs between your staff, project stakeholders, and the applicants to maintain project momentum and generate a product of which we are all proud.
Most of our team has an excess of 30 years' experience providing entitlement reviews and conditions of approval preparation and plan review for grading (mass, rough, and precise), erosion control, WQMP, hydrology and hydraulic studies, storm drains, streets, including street lights, signing and striping, traffic signals, traffic control plans, traffic studies), water, sewer and sewer studies, subdivision maps, and cost estimates, all supporting calculations, and fiber optics. Each entitlement project is reviewed so the project conforms to zoning, General Plan, and other City master plan documents. The review is written to provide clear direction for the development project. HR Green will submit all necessary documents to the City setting forth our findings and recommendations from an engineering perspective, The documents will include conditions of approval and mitigation measures tied to the development.
HR Green I Building Communities. Improving Lives.
► Chris Tani°, PE
October 26, 2023
HRGreen©
PAC I F IC
Each plan check project is compared to the appropriate Specific Plan (TOD requirements), the final map, and other improvement plans for the project to verify conformance and no conflicts. Utility plans are compared to the master plans. The plans also go through a thorough investigation for compliance to conditions of approval and comments/ coordination with other appropriate City departments, site plan/tentative map, federal, state, county, and City standards and regulations, municipal codes, ordinances, resolutions, statutes, policies, procedures, checklists, and City -approved format/preferences. Our survey review team provides review services for parcel and tract maps (tentative and final), right-of-way documents, legal descriptions, easements, dedications, ALTA survey maps, lot line adjustments, lot mergers, and reversion of acreage along with the required closure calculations. Each review is compared to the appropriate Specific Plan, tentative map, and other reference documents for the project to verify conformance and compliance to the subdivision Map Act, Land Surveyor's Act, mapping principles and practices and compliance to conditions of approval.
With our internal plan review coordination process, GreenTREx, and use of the Agiline Software, CityView360° module, we provide a smooth conveyance of information between the City and HR Green and project stakeholders —all within the prescribed turnaround times. We understand that the maximum turn -around time for projects may vary. HR Green strives to beat all expectations. Entitlement review turn -around times are dependent on the complexity of the site. For plan checking, we will meet or beat a 10 working day turn -around schedule. HR Green has the depth of resources to meet or beat any requested expedited schedules,
Our Differentiators
Unparalleler' " Key HR Green plan check staff and subconsultants are familiar with Placentia's specific qualities and requirements. As a current plan review provider, we have reviewed key developments in the city. Under prior contracts with Placentia, our staff has provided administrative support and review of five major grade separation projects. We assisted in the coordination of projects with your neighbor, the city of Anaheim, the Orange County Transportation Authority (OCTA), and have served in key public works positions with the cities of Placentia and Fullerton.
Understanding Transit Oriented Developments (TOD). We are familiar with the importance of the TOD to the city. The TOD has its own standards to create a walkable neighborhood located near the Metrolink Station. This essential development will provide for a mixture of housing, office, retail, and other amenities, generating thousands of jobs and revenue to the city.
Comprehensive Placentia Experience. As well as being your current plan check provider, our Civil Plan Check Lead, Marla Doyle, PE, provided contract City Engineer services to the City. Bob Makowski, our Water Quality Lead, was a longtime City of Placentia employee providing WQMP reviews and overseeing the water quality program, Currently, our subconsultant, Dennis Janda, PLS, signs survey documents as the City Surveyor. We also provide on -call engineering, including the design of Old Town Streetscape Improvements.
Plan Check Proficiency. Our core plan review team members have combined over 100 years of engineering services dedicated solely to plan review —providing the experience for thorough and accurate reviews.
One -Stop Shop. Given our familiarity with the City's strategic vision, economic development strategic plan, and General Plan, we seamlessly provide entitlement review and development plan checking services.
► Chris Tarrio. PE
October 26, 2023
HRGreen.
PAC IFI C
Industry -Leading Reputation. Innovative approach to electronic plan check and entitlement review services to 50+ Southern California agencies...Familiar with implementation and customization of a multitude of software platforms and on-line service software.
Transparency. Besides being always available to meet your needs by phone, email, or in person, we offer 24/7 access to project status and deliverables.
Proactive Management. Our hands-on Project Manager, Tina York, PE, brings 30+ years of renowned review management, including serving Placentia, Pomona, Palos Verdes Estates, water districts, and other nearby municipalities.
Responsiveness. HR Green is a hands-on, full -service consulting engineering firm ready to meet your plan check needs and support your growth / Corporate headquarters in Corona / Rapid response to the City.
Cradle -to -Grave Project Processing. We have taken many of southern California's high -profile land development projects from entitlement, reviews, approvals to inspection and ultimately City acceptance.
Maintain Aesthetically Pleasing Community. Since HR Green team members have served as City Engineers and Public Works Directors, we have the discerning eye required to meet the unique review requirements of Placentia.
Trusted Stewards to Protect Placentiei Exclusively serve public agencies / NO CONFLICT OF INTEREST.
Seamless Interface. Long-established relationship with our subconsultant, Dennis Janda, Inc. (survey services and map check).
Proactive Management
HR Green is an employee -owned firm founded in 1913 and celebrating our 110th anniversary, Our California corporate headquarters are conveniently located in Corona. George Wentz, PE, is our vice -President of Operations in the western United States and will serve as your Management Contact. With three decades of experience, your Project Manager, Tina York, PE, is known for her innovative approach to plan review service and delivery and her commitment to close communication, Moreover, she will provide critical continuity to Placentia by virtue of serving as your Development Plan Checking Consultant Project Manager for the past 10 years.
We look forward to continuing our relationship with the City of Placentia and providing you with peace of mind and seamless staff integration.
Sincerely,
HR GREEN PACIFIC, INC.
\v./1/44Ln v„,\L___
Tina York, PE
Project Manager
George A. Wentz, PE
Principal -in -Charge / Vice President
B. Table of Contents
1 A. Letter of Transmittal
4 B. Table of Contents
5 C. Summary Sheet
10 D. Allocation of Resources
14 E. Understanding of Scope of Work
18 F. References
27 G. Certification of Proposal
Submitted Separately Cost Proposal
28 Appendix - Contract Exceptions
HRGreen8
PA C I F I C
CELEBRATING
rik
YEARS
ENR
TOP500
Design Firms
C. Summary Sheet
RFQ No. PW-23-04 ON -CALL DEVELOPMENT PLAN CHECKING AND
ENTITLEMENT REVIEW SERVICES
APPENDIX B
SUMMARY SHEET
I --HD
Firm Name:
HR Green Pacific, Inc.
Firm Parent or Ownership: Green Companies Inc.
Firm Address: 1260 Corona Pointe Court, Suite 305
Corona, CA 92879
Firm Telephone Number: 855.900.4742
Firm Fax Number: 713.965.0044
Number of years in existence: 110
Management Contact (person responsible for direct contact with the City of Placentia and services required for this Request for Proposal):
Name: George A. Wentz, PE
Telephone Number: 855.900.4742
Email: [email protected]
Title: Vice President
Fax: 713.965.0044
Project Manager (Person responsible for day-to-day servicing of the account):
Name: Tina York, PE Title: Project Manager
Telephone Number: 855.900.4742 Fax: 713.965.0044
Email: [email protected]
Types of services provided by the firm: Development Plan Checkinc , Entitlement
Review, Civil Engineering, Design, Project/Program Management, Construction Management, Inspection, Broadband Consulting (Planning, Review, Design, Construction Management), Asset Management, Building & Safety (Plan Check, Code Enforcement, Administration, Permit Processing, Inspection), GIS 31
On -Cali Development Plan Checking and Entitlement Review Services HRGreenm City of Placentia
Project Team Organization Chart
HR Green has brought together our most experienced team to assist the City of Placentia with your Development Plan Check and Entitlement Services.
Principal -in -Charge
• George A. Wentz, PE
n4
City of Placentia
Project Manager
• Tina York, PE
Asst. Project Manager
• Derek Wieske, PE
LEGEND
• HR Green Key Personnel
• Dennis Janda, Inc. Key Personnel
Engineering Technician
• Kimberly Evans
General Support
Civil Plan Review
• Marla Doyle, PE
• James Xiong, PE
Miranda Martin
Jeremy Evans
Water Quality Review
• Bob Makowski
Mohamed Worayeth. PE
Entitlement Review
• Carolina Fernandez
• Desiree Flores, PE
Lillyanna Diaz
Monica Pangco
Subdivision Maps
• Mike Myers, PE
• Dennis Janda, PLS
Carolina Fernandez
Lillyanna Diaz
Fiber / Telecom
• Ken Price, CGCIO, CCM
Allen Peterson, CCM
Hydrology & Hydraulics
• Derrik Mills, PE, CFM
Cody Hightower, CFM
Traffic Studies
Additional Staff Available As -Needed
On -Call Development Plan Checking and Entitlement Review Services • Brian Jahn, PE
Lillyanna Diaz
HRGreena City of Placentia
AC
Staff Capabilities
Below please find a brief overview of our proposed staff members, roles, and their capabilities Staff Name
CAPABILITIES
Role
Years of Experience
Electronic Review
(Orange County Area Experience
Placentia Experience
Entitlement Review
m
a
0 z
0 1
Hydrology and Hydraulics
Grading Plans
Water, Storm and Sewer Plans
Traffic Studies
Water Quality Management Plans
Fiber / Small Cell Review
Routing/Processing
Key Personne
Tina York, PE
Project Manager
36 •
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•
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George Wentz, PE
Principal -in -Charge
52 •
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Derek Wieske, PE
Assistant Project Manager
33 •
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Marta Doyle, PE
Plan Check Task Leader
42 •
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James Xiong, PE
Senior Plan Checker
35 •
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Carolina Fernandez
Entitlement Reviewer Task Leader
9 •
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Desiree Flores, PE
Entitlement Reviewer
10 •
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Derrik Mills, PE, CFM (CO, TX)
Hydrology & Hydraulics Review Task Lead
10 •
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Bob Makowski
Water Quality Review Task Lead
22 •
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Mike Myers, PE
Subdivision Maps Task Lead
46 •
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Dennis Janda, PLS
Subdivision Maps Reviewer
42 •
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Brian Jahn, PE (TX)
Design Team (Traffic Design)
38 •
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Ken Price, CGCl0, CCM
Fiber/Small Cell Review Task Lead
39 •
•
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Kimberly Evans
Engineering Technician
24 •
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•
•
Support Personnel
Miranda Martin
Plan Reviewer
15 •
•
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•
•
Jeremy Evans
Plan Reviewer
2 •
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Lillyanna Diaz
Entitlement Reviewer
6 •
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•
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Monica Pangco
Entitlement Reviewer
3 •
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Cody Hightower, CFM
Hydrology & Hydraulics Reviewer
4 5
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•
Mohamed Worayeth, PE (CO)
Water Quality Reviewer
37 •
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•
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Allen Peterson, CCM
Fiber/Small Cell Reviewer
35 •
• •
I-1
On -Call Development Plan Checking and Entitlement Review Services HRGreena City of Placentia
EXPERIENCE
35+ Years
EDUCATION
BS, Civil Engineering
REGISTRATION /
LICENSE
Registered Civil Engineer,
CA #46367
Tina York, PE
Project Manager
Tina has 35+ years of experience focusing on civil plan review, project management, civil engineering, site grading and drainage design, and review of hydrology and hydraulics studies. She has also performed construction inspection for municipalities. Having overseen plan review services for 50+ agencies, she has customized plan review reports and tracking logs, checklists, and budgetary worksheets for tracking project costs. Tina has also managed a web -based plan check tracking system to give agency staff 24/7 project status and implemented electronic plan checking to enhance communication, reduce review times, and save money. She is proficient with many software applications, including: Accela, LMS, NewForma, BluBeam Revu, TRAKIT, Adobe, and e-PlanSoft.
SELECTED PROJECT EXPERIENCE
Plan and Map Review, City of Placentia. Project Manager for the past 10 years, responsible for the review of grading plans, improvement plans, sewer and water studies, hydrology/hydraulic studies, bond estimates, and/or WQMPs on an as -needed basis. Plans have ranged from minor to major residential subdivisions and commercial/ industrial sites, including the Metrolink Station, parking structure, award -winning grade separation projects (OC Bridges), and Transit -Oriented Development. Track projects from first submittal to agency acceptance via web -based system and uses electronic plan reviewing.
Plan and Map Review, City of Anaheim. Plan Reviewer/Project Manager for review of grading plans, improvement plans, sewer and water studies, hydrology/hydraulic studies, and bond estimates on an as -needed basis.
D Plan and Map Review, City of Laguna Hills. Project Manager for review of Five Lagunas Malls including grading plans, improvement plans, sewer and water studies, hydrology/hydraulic studies, bond estimates on an as -needed basis. Tracked projects from first submittal to agency acceptance via web -based system and uses electronic plan reviewing.
r> Plan and Map Review, Various Orange County Area Agencies Project Manager for review of grading plans, improvement plans, sewer and water studies, hydrology/ hydraulic studies, and bond estimates, including permit county staff augmentation for the City of Huntington Beach and County of Orange with a heavy focus on electronic plan review and expedited requests for major developments.
Plan and Map Review, City of Jurupa Valley. Plan Reviewer/Development Services Manager for review of grading plans, improvement plans, sewer and water studies, hydrology/hydraulic studies, and bond estimates on an as -needed basis, Plan and Map Review, City of Palos Verde Estates. Plan Reviewer/Project Manager for review of grading plans, improvement plans, sewer and water studies, hydrology/ hydraulic studies, and bond estimates on an as -needed basis.
Plan and Map Review, City of Pomona. Plan Reviewer/Project Manager for review of grading plans, improvement plans, sewer and water studies, hydrology/hydraulic studies, and bond estimates on an as -needed basis.
On -Call Development Plan Checking and Entitlement Review Services HRGreena City of Placentia
EXPERIENCE
50+ Years
EDUCATION
BS, Civil Engineering
MS, Public Administration
REGISTRATION /
LICENSE
Registered Civil Engineer,
CA, #43273
George A. Wentz, PE
Principal -in -Charge (Management Contact)
George serves as HR Green Vice President and serves on the Board of Directors.
He brings 50+ years of administrative, management, and local government related experience, focused on delivering consulting support to public agencies. He has served as City Manager, Assistant City Manager, Public Works Director, City Engineer, Building Official, Planning Director, Traffic Engineer and Economic Development Manager, George has directed and administered projects, which range from city and county support to contract services. His responsibilities have ranged from accountability for day-to-day completion of activities associated with a contract to Principal -in -Charge of particular projects. His managerial experience and high level of success is well documented and recognized by the agencies he has served.
He is recognized in the field as having a unique talent in working well with city councils, county boards, commissions, committees, ad -hoc groups, managers, administrators and staff to achieve desired agency results. He has focused on the master planning and implementation of high -profile, revenue -producing developments, golf courses, and mixed -use resort communities. Moreover, he has served as a development manager, responsible for identifying specialty designers, contractors, and operators; preparing and maintaining documentation; incorporating applicable procedures and standards into design and construction documentation; coordinating closely with agency, developer, city departmental staff, approving agency, and community stakeholders; facilitating community outreach; and coordinating project management, estimating, constructability, and scheduling efforts.
SELECTED PROJECT EXPERIENCE
[>On -Call City Development Review + Engineer/Public Works Engineering, Various Southern California Municipalities. Principal -in -Charge for the delivery of staff augmentation, contract City Engineer/Public Works Director, and other engineering support to deliver the planning, design, and construction of CIP project/programs and land developments. Agencies he has served in this role include, but are not limited to:
Placentia, Laguna Hills, Irvine, Anaheim, Yorba Linda, Rolling Hills Estates, Rolling Hills, Hemet, Lake Elsinore, Azusa, Palm Desert, and La Quinta.
Engineering and Building & Safety Services, Cities of Jurupa Valley and Palos Verdes Estates. Principal -in -Charge responsible for oversight of Community Development, Engineering, Public Works, Building & Safety, Construction Management, and Inspection. Under George's leadership, HR Green has provided all City Engineering, Public Works, Building/Safety and Construction Management/Inspection contract services to these communities. He has played a role in providing staff continuity and consistently meeting/exceeding performance metrics while, in Jurupa Valley, facilitating the recruitment of strategic new development activity in the community.
Plan Check and Inspection, County of Orange. Principal -in -Charge for building and civil plan review, inspection, permit counter staffing, and planning efforts for the 23,000 -acre Ranch Plan (Rancho Mission Viejo), the County's largest development.
On -Call Development Plan Checking and Entitlement Review Services HRGreena City of Placentia
D. Allocation of Resources
Development Plan Checking and
Resources
HR Green has helped 50+ cities/counties achieve a 98%
turnaround review success rate by utilizing a combination of the same staff (on- and off -site), electronic plan review, digital commenting, continuous code training/workshops, pre -development meetings, staff augmentation reviews/
support, and ongoing collaboration with developers/engineers throughout the review process, Providing in-depth entitlement reviews and thorough plan reviews are essential for life safety and welfare of the public. We have no limits or
restrictions of how many entitlement or plan reviews
our staff r• Mime. With offices and staff
throughout Southern California and across the nation, we have a deep bench of reviewers available on an as -needed basis, Proven Process to Allocate Staffing
Resources
Green HR Green believes that a proactive
yr approach to Quality Assurance/Quality
' 'lt Control (QA/QC) is essential to the
success of any project, and a formal QC process should be built into every project undertaken. Quality control is more of a philosophy than a separate set of tasks or activities, and a quality control plan is only the documentation of that philosophy and approach.
The most critical aspect of quality control includes
building quality into the project from the very
beginning. HR Green has built our QA/QC Program
for Plan Check Review into our standard process,
so that the quality of our services is automatically taken into account with every plan check we undertake. We
understand that quality is not a separate element or
distinct event that is added in at the last minute through reviews. The belief in the importance of quality control is part of our company's culture.
To help assure that submittals are properly handled, and work hours are optimized, HR Green has a proven internal plan review coordination process, GreenTREx, to make
certain that each plan received is properly processed and returned on time. Our GreenTREx development review
process/program allows us to efficiently complete plan
tasks concurrently. This is a formalized and integrated process whereby Technician data input and processing,
Review, and Experienced professional staff manage
quality control functions that are consistently implemented FIB
Entitlement Review + Staffing
on each and every project. This allows multiple HR Green staff to assist at any point during the processing, review, and approval phases.
The Project Manager, as the person with overall
responsibility for the technical work, consistently monitors the entire QA/QC process. They are accountable for
project quality. On projects with greater complexity or size, the Project Manager can verify compliance with
the QC process by assigning QA Auditors to perform an
audit of the QC process prior to all milestone submittals.
If QA Auditors are not assigned, the QA audit is the
responsibility of the Project Manager.
Regardless, the QA audit will review all documents to
verify:
► All items have been checked, back -checked, rechecked, and reviewed with check prints filed.
s Check prints and check print stamps were used.
s All computer generated calculations have been checked. ► Spot checking "original" documents to see that
corrections noted on check prints have been made and
to verify that client and regulatory review comments
have been addressed.
► Proper specifications are being used; i.e. specific forms corresponding to project funding, client -specific forms, etc.
► Proper CADD standards are being used whether they
are HR Green's or the client's standards.
► Proper design standards are being followed, The plan
and document submittal checklists have been reviewed
for completeness and checked off. These checklists will become a part of the quality control file.
The audits will include constructive criticism regarding such items as clarity, accuracy, completeness, guidelines, etc. The results of the audits will be documented and
communicated to all members of the project staff. Any
follow-up corrective activity required will be noted and initiated as appropriate.
An illustration of our GreenTREx process is on the next page.
On -Call Development Plan Checking and Entitlement Review Services HRGreen, City of Placentia
DEVELOPMENT PLAN CHECKING + ENTITLEMENT PROCESS
City Receives Plans
from Applicant
+ Assigns Project
T
HR Green Receives PDF
of Plan Submittal + Enters
Information into system
1 Submittal Intake Checklist.
Notify City if
Submittal is Complete.
Discuss Key Issues
with City +
Project Manager
Budget Hours
Distribute Plan to
Appropriate Plan Review
Team Memberfs)
R
—► Entitlement Review }—
/ Parcel + Final Tract Maps H
--DI Tentative Maps I —
Lot Line Adjustments +
Parcel Mergers
Plat Maps + Legal
Descriptions
Erosion Control Plans
Rough + Precise Grading
Plans
Water Plans
Sewer Plan + Calculations
Review
EX
--►I Storm Drain Plans H
Street Improvement Plans
► Sign + Striping Plans F-
--►
TECHNICIAN
Street Lighting Plans
---► Traffic Studies 1-
--DI Traffic Signal Plans F-
-4 Traffic Control Plans I -
Hydrology/Hydraulic
Studies
--►
WQMPs + SWPPPs
Prepare Corrections
Memo
REVIEWER
RESUBMITTAL
Quality Reviews
Finalize Correction/
Approval Memo
Log Out Project
EXPERIENCED
PROFESSIONAL
-p
City/Design Engineer
On -Call Development Plan Checking and Entitlement Review Services HRGreens Ciiy of Placentia
Electronic Review Resources
HR Green utilizes proven electronic plan processes that save time and costs of printing, delivering, handling and storing copies of plans for review. Our plan check leaders are industry -recognized thought leaders in advancing
the robustness of paperless entitlement and plan review solutions. Our Project Manager, Tina York, PE, and other HR Green plan check professionals have served as technical advisors to ePlanSoft to incorporate new tools and refine their integrated electronic plan check solution.
We are proficient in numerous electronic plan review systems and are constantly working with agencies and applicants to move exclusively to a paperless environment. This is critical on larger, multi -disciplined projects where there may be overlap between design disciplines. Comments from each
review are summarized electronically by our staff. Comment responses can be added and included with each submittal to verify that all comments have been addressed. This approach has been effective in resolving comments at early stages, avoiding repeat comments by reviewers, and coordinating responses among disciplines.
ROBUST ELECTRONIC PLAN CHECK
PLATFORM OFFERED FREE TO PI ACENTIA
HR Green utilizes -?coven electronic plan review processes VI .° hanu<<fng, siring copies of plans for review. Our plan check leaders are industry -recognized thought leaders in advancing the robustness of paperless plan review solutions. Our plan check team has served as technical advisors to various software providers to incorporate new tools and refine the latest release of their integrated electronic plan check solutions. We are proficient in using electronic plan review systems and constantly work with agencies and applicants to move exclusively to a paperless environment. This is critical on larger, multi -disciplined projects where there may be overlap between design disciplines.
In conjunction with our extensive knowledge of numerous permitting and plan tracking systems, we are currently working with Agiline Software, a leading software development firm, and their CityView360°module to seamlessly upload, track and review plans. This software can interface with most cloud -based platforms utilized by agencies and can provide a seamless conveyance of information between the City and HR Green at NO COST to the City of Placentia. This is a great example of how HR Green takes one of our core values, Operational Excellence, to heart, not just for our own operation but for our clients as well. ing
Collaboration & Communication Resources
AUGMENTING REVIEW SERVICES THROUGH ON-LINE COMMUNICATION Tina York, PE, is a hands-on Project Manager. Tina
will be 100% available to the City of Placentia during this contract. She actively monitors all services and has a goal to get plans approved or conditions finalized at third submittal.
She will confer and/or meet with the City, developers,
engineers, surveyors, and contractors. She will prepare agendas and attend all coordination meetings including
meetings to discuss redlined comments for entitlement,
land development civil or survey reviews, and utility permit reviews and other potential issues which may delay projects timely completions. Tina, together with our Engineering Technician, will provide you with the deliverables for
review projects (transmittal, redlines, comment letter, and checklists) at or ahead of the required project schedule, Our files are always accessible to you through CityView360° and will be delivered as a final package upon project acceptance.
Tina is thoughtful, straight -forward, and a proven
professional. The City can trust and have confidence in her, the HR Green team, and the final work product.
For nearly two decades, the HR Green team of reviewers
has implemented proven electronic solutions that save time and costs of printing, delivering, handling, and storing copies of plans, documents, and survey records. Our plan check leaders are industry -recognized thought leaders in advancing the robustness of paperless solutions, Tina and other HR Green professionals have served as technical advisors to paperless data management/reporting software solution
providers to incorporate new tools and refine electronic solutions, We leverage and are proficient with various
software solutions (e.g., Bluebeam Revu, Adobe, Accela, TRAKiT, EnerGov, Agiline, ePlanSoft, etc.) to not only create a paperless environment, but also provide healthy reporting for smart decision -making. We are constantly implementing the latest tools available in software. Currently, we are working with Agiline Software, a leading software solutions firm. Their CityView36O° module allows for the seamless interface with Accela to upload, track, and review of plans.
This portal is available on day one at NO COST to the City of Placentia.
On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
A
CityView360° makes it easy to connect and visualize
your information. You will have 24/7 real-time access
to accurate and reliable data and information in order
to see trends, make informed and timely decisions, and
undertake long-term strategic planning.
Agiline Software's CityView360° is a comprehensive
tool to collect, validate, transform, organize, present and act on information received from several data sources.
CityView360° makes it easy to connect and visualize
(dP)CityView36
c
your information using rapid application development.
Agiline has seamlessly integrated with various software solutions and created very informative reports and key
performance indicators (KPI) reporting.
By utilizing CityView360°, the City of Placentia will have real time access to plan review status and comments as
well as reviewer assignments and budgets. These reports will provide your leadership with confidence that KPIs and dashboard data are being tracked.
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On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
P 1
E. Understanding of Scope of Work
Scalable Solutions to Enhance Q, Maintain Your Strategic Objectives The City of Placentia has a nearly 200 year storied
history. Having partnered with the City for nearly a decade (some staff served the City longer with other firms), we understand your development standards and requirements
as well as your key objectives to provide constructive and collaborative services. As a "pleasant" place to live, you require the teaming efforts of a consultant that will protect your quality of life while enhancing your service delivery.
HR Green's primary focus is to meet the City's goal
to maintain your high standards of community life
for residents and visitors by providing superior public safety, exceptional service delivery, and outstanding
amenities. Your goals will be met through our dynamic and progressive practices. We have built proven processes
that have been effectively utilized for 50+ federal, state, regional, and municipal clients nationwide.
Land Development Plan Check
"LEVELING UP" THE REVIEW PROCESS
HR Green has a proven internal plan review coordination process, GreenTREx (see page 11), which facilitates that each plan received is properly processed and returned on time. Our GreenTREx review process/program allows us to efficiently complete plan review tasks concurrently. This is a formalized and integrated process whereby Technicians manage data input and processing, the appropriate staff members Review, and Experienced staff manage quality
control functions that are consistently implemented on
each and every project. This allows multiple HR Green
staff to assist at any phase of the processing, review, and approval.
PROCESSING NEW DEVELOPMENT/ENHANCING
COMMUNITY ENGAGEMENT
Entitlement Review - Since maintaining an effective
entitlement process is critical to support a thoughtful community development program, HR Green will
work closely with Placentia's planning team, meet
with prospective developers and their engineers, and
participate in meetings early in the planning process to collaboratively shepherd projects through to construction.
Our team of engineers have taken projects from "cradle
to grave". We have worked with Planning Departments
in multiple agencies to move applications through the
entitlement process by writing the engineering Conditions of Approval and coordinating with the plan reviewers and field inspectors. We communicate often with Planning
Departments to develop a common understanding
of project goals, the entitlement process, and city
expectations to efficiently maintain project momentum.
HR Green embraces the future and is evolutionary,
bringing fresh and new ideas, using the latest technology, advanced permitting, and project software. Our plan check team has been providing electronic plan reviews for over two decades. While we still do the hard copy reviews when requested, well over 90% of our reviews are completed
electronically.
Civil Engineering Design Plans — Most of our plan
review team members have more than 20 years of
experience providing plan review for grading (mass,
rough, and detailed), erosion control, WQMP, hydrology
and hydraulic studies, streets, street lights, signing and striping, traffic signals, traffic studies, water and sewer plans and studies, storm drain studies, all supporting
calculations, and utility permits including small cell and fiber optics. Each plan is compared to the appropriate Site Plan, map, and other improvement plans for the project to verify conformance and no design conflicts, Water, sewer, and storm drain plans are compared to the master plans.
The plans also go through a thorough investigation for
compliance with the conditions of approval, Federal, State, County, and City standards and regulations, Municipal
Codes, Ordinances, Resolutions, policies, procedures,
checklists, and City approved format/preferences,
On -Call Development Plan Checking and Entitlement Review Services HRGreen.
City of Placentia
Subdivision Map Review — Our survey review team
is conversant in the requirements of the California
Subdivision Map Act, The review of each tentative
map, parcel or final tract map, legal description, lot
line adjustment and easement deeds include the
coordination of the documents submitted for review
(map, closure calculations, etc.) and compliance with
the City's Municipal Code, Resolutions, Specific Plans, Conditions of Approval, Tentative Map, checklists, and City approved format/preferences as well as Orange County
requirements.
All documents are turned around on -time or ahead of
schedule. The redlines, a comprehensive comment
letter, and checklist are provided to all stakeholders, if necessary. HR Green earnestly seeks to meet or beat your expectations. We are able to meet the most hard-hitting schedules with a near perfect track record. The County of Orange had an aggressive schedule and we have met or
beaten this schedule better than 98% of the time.
PLAN & ENTITLEMENT REVIEW METHODOLOGY
We are proficient in numerous electronic plan review
systems. This is critical on larger, multi -disciplined projects where there may be overlap between design
disciplines, Comments from each review are summarized
electronically by our staff. The designer can add responses to the plans or the corrections memo and include with
each submittal to verify that all comments have been
understood, accepted, and addressed. This approach has
been effective in resolving comments at early stages,
avoiding repeat comments by reviewers, and coordinating responses among disciplines.
STEP 1 - PRELIMINARY DISCUSSIONS
Prior to beginning our initial review project, the Plan Review Manager or Entitlement Task lead and Engineering Technician will review the submittal for completeness and areas of design concern. If necessary, we will conduct
a meeting or conference call with the applicant and
City staff to discuss the concerns, local code policies, documentation procedures, plan processing protocols,
plan review checklist items, and scheduling.
STEP 2 - INITIAL REVIEW
Once HR Green receives a complete set of plan
documents, we will perform our review in the agreed -
upon timeframe either writing conditions of approval for entitlement review projects or, checking for compliance to all applicable codes and standards plan checking projects.
All corrections are identified based on compliance with the following specified resources:
► City Standards, Codes, Ordinances, and Regulations
► Orange County Standards, Codes, Ordinances, and
Regulations
► Orange County Drainage Design Standards
► Orange County Hydrology Manual
► Orange County Local Drainage Manual
► Caltrans Highway Design Manual
► Caltrans Traffic Manual
► Caltrans Standard Plans & Specifications
► California Manual on Uniform Traffic Control Devices
► American Water Works Association Standards &
Guidelines
► State Water Resources Control Board Guidelines
► MS4 Permit
► Air Quality Management District requirements
Marked up plans, the corrections memo or draft conditions of approval, and a transmittal will be sent electronically (or by overnight if hard copy submittal) to the City and/or the applicant.
On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
STEP 3 - RECHECKS
Upon receipt of the resubmittal package, we will verify that the resubmittal package is complete. We will
assign the package to the same reviewer who provided
the prior review and perform a recheck in the agreed -
upon timeframe. This process will be repeated until the project plan documents are ready to be conditioned or
recommended for approval.
Upon completion of the plan review, should there be a
significant amount of comments still to be addressed
or if there is a significant issue, a meeting between
our staff, the City, applicant and their representatives will be coordinated so that all parties understand the
expectations,
STEP 4 - FINAL CONDITIONS OR PLAN APPROVAL
Once all comments have been addressed, HR Green will
provide the City with the final conditions of approval for our entitlement reviews or a letter recommending plan
approval for plan reviews.
Demonstrated Record
COMPLETING PROJECTS ON -TIME/ WITHIN BUDGET
HR Green has been nationally recognized for delivering
efficient and cost-effective plan review and staff
augmentation services for some of the nation's largest
developments. We have reviewed plans for the nation's
10 largest developers, leveraging electronic plan check/ paperless platforms for over 20 years, and are recognized by both municipalities and developers for creating a
constructive, win -win review and approval process on time and within budget.
We have consistently maintained a 95+%
tur Irr^egnd aroun'' asasnr i',hedule success rate.
For example, for the County of Orange we exclusively used a paperless solution and had a 98% turnaround around
review schedule success rate. Some other larger projects HR Green and/or our staff have reviewed and processed
include the Placentia developments of Vista Rose, Hudson, Van Buren Industrial Development, and the Metrolink
Station.
Supplemental Service - Technology
Reviews
PROVEN EXPERIENCE
Placentia FiberCity® is being built citywide,
enabling every household opportunity to connect,
closing the digital divide.
HR Green is particularly qualified to assist the City
with monitoring micro -trenching, street cuts, and fiber deployment/connectivity that are compliant with applicable permits, City standards and requirements and future
proof your city, bring more provider choices, and enable Smart City applications. HR Green worked with the City
of Pico Rivera to develop a Fiber Optic Master Plan to
help the City control its destiny by deploying a converged network and connected infrastructure model for future
development. Pico Rivera subsequently selected SIFT
Networks as its broadband provider and construction is
underway.
HR Green provided technical review of SiFi's
proposed microtrenching deployment specifications
and coordination of initial planned coloration
builds. We are also scheduled to provide
plan review of SiFI's citywide deployment in
Escondido, another FiberCity®. Also, as Fullerton's
City Engineer, Derek Wieske, PE oversaw the
construction of SiFi's citywide fiber deployment.
HR Green is at the forefront of review and implementation of broadband, fiber optics, small cell, and 5G technology.
The September 26, 2018 FCC (Federal Communication
Commission) Small Cell Preemption Order was meant
to accelerate small cell and 5G deployment nationally.
HR Green has helped more than 20 cities nationally,
including the California cities of Beverly Hills, Pasadena, Malibu, Jurupa Valley, Redlands, and Palos Verdes Estates maintain a significant amount of authority and flexibility by negotiating win -win outcomes that benefit carriers while addressing key community concerns, such as aesthetics,
availability of high-speed telecommunications, and public safety. Services HR Green has performed for various
counties and municipalities include, but are not limited to, public policy development, design standards development, plan review, permit processing, co -location agreements, and construction inspection.
On -Call Development Plan Checking and Entitlement Review Services HRGreen' City of Placentia
Schedule
HR Green has consistently maintained a 95+% turnaround success rate for our clients across the nation. We are committed to providing the City of Placentia with the following turnaround times:
HR Green's Development Review Turnaround Time
Service Description HR Green Commitment
DEVELOPMENT PLAN REVIEW
First Submittal
10 business days or less
Second Submittal
10 business days or less
Third and Subsequent Submittals
10 business days or less
DEVELOPMENT ENTITLEMENT REVIEW
First Submittal
Second Submittal
Third and Subsequent Submittals
Varies based on project complexity.
HR Green will discuss the timeline with City staff and strive to beat the expectation.
On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
P A C I F I
F. References
On -Call Development Review I City of Placentia
HR Green is under contract to provide on -call engineering services. Over the years this has included plan check, city engineering, design, construction management, inspection, and project management services.
Our interim City Engineer was certified QSD/QSP and coordinated stormwater compliance efforts for the City.
Our staff continue to provide plan check and WQMP review, consistently meeting the City's 15/10/5 working day turnaround review schedule. Our reviews for 35%, 65% and 100% PS&E submittals verify conformance with City standards for roadway geometries, storm drain plan and profiles, hydrologic/hydraulic reports, sewer plans and profiles, street lights, signing and striping details, traffic control plans, water quality reports, landscape and irrigation, and bridge and retaining wall aesthetics. We also coordinated meetings with utility agencies, especially Golden State Water Company, relating to the construction of a new water well site and the abandonment of the existing site adjacent to the new station.
One of our proposed WQMP reviewers and environmental engineer specialists served as Environmental/Police Services Supervisor responsible for successfully managing the City's Water Quality Program. He spearheaded all City CIP projects from inception to completion (establishing schedules and coordinating methods to meet target deadlines), He effectively performed all site inspections; implemented continuous improvement strategies that facilitated cost effective solutions, saving the City a significant amount of money; implemented "green" initiatives; provided effective training and leadership for new hires regarding code enforcement practices and procedures; developed and coordinated fiscal budget preparation for the Code Enforcement Division and Environmental programs; and monitored revenues and expenditures and prepared analysis reports and forecasts.
Representative Plan Check Projects
HR Green has provided Plan Check services on the following project (all projects included grading, erosion control, drainage, street, and sewer reviews);
• Metrolink Station
• Van Buren Industrial Development
• Orchard Highlands Development
• Alta Vista Development
On -Call Development Plan Checking and Entitlement Review Services HRGreen= City of Placentia
REFERENCE
On -Call Development Review i City of Huntington Beach
The City of Huntington Beach is a seaside community located in Orange County with an estimated population of over 200,000 residents, making it one of the largest cities in the county. The City's Public Works Department is responsible for a variety of services, including maintaining the city's streets, sidewalks, and storm drains, as well as overseeing the city's water supply, wastewater management, and solid waste collection. The department also manages city facilities such as parks, playgrounds, and public buildings.
In addition, the department is responsible for ensuring compliance with state and federal environmental regulations, promoting sustainable practices, and coordinating emergency response efforts,
In order to provide prompt customer service, the Development Services Division of Public Works needed to support Huntington Beach's staff with an outside consultant. HR Green was selected to provide engineering plan review services on an as -needed basis due to our demonstrated expertise in local hydrology as well as our experience in full service engineering plan review of diverse development projects. With the changing requirements and increased demands for accessory dwelling units (ADU) on existing residential home sites, HR Green has provided full -service civil plan review to meet the demand and provide the City's residents with prompt and thorough comments to allow swift and trouble -free approval.
Bob Milani
Principal Civil Engineer
City of Huntington Beach
2000 Main Street
Huntington Beach, CA 92648
P: 714.255.3478
E: [email protected]
Recently, the City had an urgent need to fill an Engineering Technician counter position that was temporarily vacated by staff on leave. HR Green was able to provide the staff within a week.
On -Call Development Plan Checking and Entitlement Review Services HRGreenm City of Placentia
1UP.Ii'A .
On -Call Development Plan Checking and Entitlement Review Services I City of Jurupa Valley
Since Jurupa Valley's 2011 incorporation, the City has undergone robust development activity centered around new residential, industrial, and commercial projects. The City faced an overwhelming need for comprehensive plan review services to meet future City needs.
Our staff created the development review and approval process, customized checklists/ forms, and tested/implemented/continuously utilize Accela as the City's automated permitting system with a seamless CityView 360° interface. We have also assisted with the development of engineering design standards and guidelines to facilitate the plan reviewing process.
Our staff members have served as City Engineer, City Surveyor, on -site engineers, plan reviewers, and inspectors to provide a comprehensive turn -key land development solution, Our staff has customized plan review checklists, leveraged electronic plan review, digital commenting, and mobile apps for web -based field inspections in real time; established development review processes; and consistently hold developer workshops and pre -planning meetings to facilitate the entitlement process, We have processed grading plans, improvement plans, architectural plans and maps for thousands of new residential units. HR Green also serves as the City NPDES Program Manager, overseeing compliance with federal, state, and regional water quality requirements.
REFERENCE
Rod Butler
City Manager
City of Jurupa Valley
8930 Limonite Avenue
Jurupa Valley, CA 92509
P: 951.332.6464
E: [email protected]
'The City of Jurupa Valley
continues to be very pleased
with the services that we are
receiving from HR Green. In
an active and fast-growing city
like Jurupa Valley, being able
to supplement our internal
team with well -managed
contract staff makes us all the
more effective in serving our
residents and the development
community..
Rod Butler, City Manager
Our staff members have performed the review of applications, coordinated with future developers, drafted the conditions of approval for the Engineering/Public Works Departments, and represented Engineering and Public Works Departments at community meetings, Planning Commission, City Council and other project related meetings.
Types of development applications and related items include: General Plan Amendments, Change of Zones, Specific Plans, Specific Plans Revisions/Amendments, Subdivisions (residential, commercial/industrial, financing maps, condo maps), Site Development (residential, commercial/industrial), Conditional Use Of Site, parcel boundary adjustments, Temporary Uses (including temporary events), traffic study scoping agreements, traffic and transportation studies, among others.
Our staff members provide daily permit counter staffing (issue >60% of permits over the counter), accomplish 15,000+ building inspections annually (100% completed on time); issue 1,500+ building permits annually, and perform 1,500+ code enforcement inspections annually. We have achieved a 98% success rate meeting plan review schedules. Annually, this involves 2,100+ improvement plan sheets being reviewed, 2,200+ building plan reviews completed annually, and 150+ new planning projects reviewed. Our efforts have reduced costs in permit processing and inspection fees to applicants by an estimated 20 — 35% due to shorter turnaround times and lower costs. Our team members regularly facilitate round table discussions with developers to create awareness of current standards to help speed review times and ease approvals.
On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
On -Call Development Plan Checking I City of Pomona
Since 2013 HR Green has maintained various on -call civil engineering, plan check, and project management contracts with the City. From a land development project management perspective we have provided a contract City Surveyor and ongoing plan review services for land developments citywide. This has included assigning on -site staff to process and track projects.
We have established processes and checklists, and also implemented a paperless intake/ routing/tracking system to accelerate turnaround review schedules. We have provided on -call project management, staff augmentation, and plan review for the Gold Line light rail project, including the extension of the Light Rail Transit line through the City, two bridges at Garey and Town Avenues, and a flyover heavy rail west of Towne Avenue.
Comprehensive review services include civil, traffic, railway, environmental and structural engineering, surveying, architecture, landscape, planning, CEQA/NEPA and related proposed work.
Our personnel support city staff by reviewing survey type applications, including lot line adjustments, easements, and lot mergers for compliance with the Subdivision Map Act and City Municipal Code.
HR Green established a city -specific file transfer process utilizing Infoexchange; all project application reviews that we do under that contract for our client are set up as individual folders labeled by project number and address with sub -folder per submittal. Our client is able to send files using the Infoexchange portal. HR Green staff receives the assignment and creates the project specific folder that is visible and accessible to the City. Once our staff is done with the review, the comment letter/markups are uploaded to the project specific folder and triggers an automatic email to our client informing them the files that have been uploaded.
IfT31
On -Call Development Plan Checking and Entitlement Review Services
REFERENCE
Ron Chan
Principal Traffic Engineer
City of Pomona
505 South Garey Avenue
Pomona, CA 91766
P: 909.620.2286
E: ronald.chan©pomonaca.gov
,,HR Green's electronic plan
check system provides instant
file delivery to all responsible
parties, making the review
process more efficient and
expeditious; at a glance history
of all data transfers; and instant
project deadline tracking and
notification.°
Carmen Barsu, PE, QSD,
Associate Civil Engineer
HRGreene City of Placentia
On -Call Development Plan Checking I City of Moreno Valley The City of Moreno Valley, with a population of 200,000+ is a rapidly growing community with a limited in-house staff and extensive service and staffing needs to keep pace with plan review and encroachment permit requests, The City has undergone a prolonged period of population growth and development activity. The City has limited in-house staff, depending on consultants to keep pace with the ongoing development / infrastructure network expansion.
HR Green is engaged to provide a variety of plan review and staff augmentation services.
This includes both on- and off -site personnel for the review of planning applications, landscape plans, and civil plan checks. Our services also Include participating in development review meetings with staff and project stakeholders, coordinating directly with developers and applicants on requirements, and reviewing Environmental Impact Reports on behalf of the Transportation Division.
To reduce earlier work backlog, in 2018 HR Green assigned and has continued to embed an on -Site Transportation Planner responsible for traffic study reviews. Since this time frame, our staff members have reviewed 350+ traffic plans in order to reduce turn -around time and free up City staff to focus on other City priorities.
This has prioritized attention on citywide fiber optic deployment, including the review and approach of encroachment permits related to poles, lights, gas, and conduit with leading telecom firms, such as Frontier. Our staff provides recommendations on mitigating or avoiding impacts to schools and planned developments. Our proposed staff have coordinated closely with your Traffic Engineer and applicable staff to become your trusted advisor for these services. We have:
REFERENCE
Michael Lloyd
Public Works Director/City
Engineer
Wei Sun, TE, PTOE
Principal Engineer / City Traffic
Engineer
City of Moreno Valley
14177 Frederick Street
Moreno Valley, CA 92552
P: 951.413.3146
E: [email protected]
P: 951.413.3149
E: [email protected]
► developed Transportation Impact Analysis Preparation Guide for Vehicle Miles Traveled and Level of Service Assessment,
► provided this comprehensive scope in both an on onsite and offsite role. ► regularly attended Pre-PRSC and PRSC (Project Review Staff Committee) meetings and presented the Division's comments and conditions.
► determined and recommended alternatives, where applicable, for City Traffic Engineer approval, ► coordinated with other departments and divisions to facilitate design approval, ► assisted at the front counter to answer questions regarding transportation -related requirements.
On -Call Development Plan Checking and Entitlement Review Services NRGreen. City of Placentia
► provided constructive feedback on City's Accela Civic Platform (ACP) new feature, Digital Plan Room (DPR) that allows reviewers to comment on plans within ACP, to improve interactive process.
► trained and mentored in ACP and DPC software platforms as well in City standards, guidelines, policies and review process.
► provided redlines and drafts for signing and striping as well as traffic control for Capital Improvement Program (CIP) projects.
► under the entitlement review, reviewed site plans, conceptual grading plans, specific plans, environmental initial studies, and additional exhibits, such as line of sight exhibits and alignment studies, Met with the applicants and the City Traffic Engineer to monitor that the project not only follows the required state and local guidelines and standards, but also follows the City's direction.
► reviewed scoping agreements, traffic studies, and VMT analyses. Provided comments for the City Traffic Engineer's approval prior to sending them out to the applicant. ► tracked traffic studies and VMT analyses and make them readily available to the City, ► attended the Pre-PRSC and PRSC (Project Review Staff Committee) meetings and presented the Division's comments and conditions.
► prepared conditions of approval as part of the entitlement process. Understanding the complexity of the City Traffic Engineer's positions and tasks, prepared and printed reports and exhibits in preparation of the public hearings and met with the City Traffic Engineer to discuss conditions of approval, project details and history. ► under the plan check process, reviewed traffic signal plans, signing and striping plans, street improvement plans, as-builts, and traffic control plans, in addition to grading plans and maps. Coordinated with the Land Development Division to find solutions to street improvement designs. Performed site visits to verify the accuracy of plans. ► assisted at the front counter in answering property owner's questions regarding transportation -related requirements.
► brought working knowledge of Accela Civic Platform (ACP). The City incorporated a new feature in early 2021 called Digital Plan Room (DPR) that allows reviewers to comment on plans within ACP, Attended training and since its launch has reviewed plans using this feature. Provided feedback regarding the use of this new feature to improve the process. Trained new hires in using the platform.
► improved onsite/offsite circulation.
On -Call Development Plan Checking and Entitlement Review Services "HR Green has consistently
exceeded our expectations in
providing the transportation
engineering/planning services.
The on -site engineers have
demonstrated strong expertise
in the land entitlement process.
Furthermore, the team has
excellent communication skills
in resolving the engineering
issues by coordinating with the
designers/developers directly. We
are very happy to have the HR
Green engineers as a part of the
City's team."
Wei Sun, TE, PTOE, Principal
Engineer / City Traffic Engineer
City of Moreno Valley
HRGreena City of Placentia
- 'ii ""`
On -Call Development Plan Checking I City of Palm Desert The City of Palm Desert is centrally located in the heart of the Coachella Valley in southeastern Riverside County. Known as the cultural and retail center of the desert communities, it has approximately 21 square miles with a population of 52,500, and a small in-house municipal staff. As a forward -thinking community, the City wished to implement some key initiatives and needed consultant assistance to achieve program and project objectives.
Following a competitive procurement process to identify a consultant with the ability to deliver a breadth of services, HR Green was contracted to deliver a full range of consulting services, including building and civil plan check, Acting City Engineer, entitlement engineering, and city surveyor services for public works. Our services are provided both on -site and remotely. Since 2021, the City, with the assistance of HR Green, has approved over 1,060 new single family homes and 192,000 square feet of commercial space. We have successfully collaborated with designers, contractors, and other City departments to streamline the path to plan approval, saving the City and developers time and money through an efficient and effective process.
Our Staff Engineer provides engineering support services (in-house) for the Community Development and Public Works Departments. This includes reviewing development applications, participating and coordinating meetings with project stakeholders, drafting conditions of approval, creating mitigation measures, and general counter support.
Other plan checks for the City that HR Green staff handle include: residential custom homes, commercial sites, residential tracts, and recreational site reviews. All reviews are 100% electronic with a 100% success rate meeting plan review schedules. Our key to success with applicants and stakeholders has been through the use of electronic technology to streamline reviews, working cohesively with the City officials, and taking a proactive approach to problem solving for a timely turnaround to plan review.
On -Call Development Plan Checking and Entitlement Review Services
REFERENCE
Rosie Lua
Deputy Director of
Development Services
City of Palm Desert
73510 Fred Waring Drive
Palm Desert, CA 92260
P: 760.776.6480
E: [email protected]
HRGreen. City of Placentia
On -Call Development Plan Checking I City of La Quinta
As part of the City reorganization in early 2013, staffing in the Development Services Division of Public Works was reduced in recognition of the much lower level of private development at that time. Later that year, private development activity increased significantly, resulting in the need to increase the City's engineering plan check capacity.
HR Green was selected to provide engineering plan check services on an as -needed basis using the City's TRAKIT program and Bluebeam Revu software due to our demonstrated expertise in local hydrology, which has proven invaluable in plan checking certain development projects, as well as our experience in full service engineering plan check of diverse development projects.
HR Green has continuously provided full -service civil plan check services for commercial, residential, and custom home site projects involving coordination with Coachella Valley Water District requirements (100+ projects since 2013). We have helped to redevelop City standards and checklists and to update bulletins and calculation documents.
Currently, HR Green is reviewing all the precise grading plans for the entire SilverRock site, which is being expanded to include two premier hotel brands, Montage and Pendry, a conference center, a new golf clubhouse, and a limited number of branded single-family homes, condominiums, and bungalows to deliver a world -class destination in the region.
REFErttwuE
Bryan McKinney, PE
Public Works Director/City
Engineer
City of La Quinta
78495 Calle Tampico
La Quanta, CA 92253
P: 760.777,7045
E: [email protected]
"HR Green has been providing plan
check services for the City of La
Quinta for several years and done a
great job of providing on time and
thorough reviews and coordination
with City staff. I would highly
recommend HR Green for any City's
plan checking needs."
Bryan McKinney, PE. Public Works
Director/City Engineer
HR Green has expedited approval of complex land development projects; achieved a 99% success rate meeting or beating City's aggressive turnaround review schedule; maintained positive collaboration with applicants/developers to maintain project momentum; facilitated seamless reviews and approvals within a 100% paperless environment; and maintained staff continuity to promote consistency and quality deliverables. 1 1�
On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
Terminated Contracts
HR Green Pacific, Inc, has not had any contracts terminated in the last three years.
I-t J
On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
G. Certification of Proposal
RFQ No. PW-23-04 ON -CALL DEVELOPMENT PLAN CHECKING AND
ENTITLEMENT REVIEW SERVICES
APPENDIX C
CERTIFICATION OF PROPOSAL TO THE CITY OF PLACENTIA
1. The undersigned hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFQ), dated October 2023, and to be bound by the terms and conditions of the RFQ.
2. This firm has carefully reviewed its proposal and understands and agrees that the City is not responsible for any errors or omissions on the part of the proposer and that the proposer is responsible for them.
3. It is understood and agreed that the City reserves the right to accept or reject any or all proposals and to waive any informality or irregularity in any proposal received by the City.
4. The proposal includes all of the commentary, figures and data required by the Request for Proposal, dated October 2023.
5. This firm has carefully read and fully understands all of the items contained in Section 7, General Requirements. This firm agrees to all of the general requirements except for those disclosed by the firm in project proposal, listed on an attachment.
6. The proposal shall be valid for 90 days from October 5, 2023.
Name of Firm: HR Green Pacific, Inc.
By:
(Authorized Signature)
Type Name: George A. Wentz, PE
Title: Vice President
Date: October 26, 2023
33 HRGreen.
pAACf
On -Call Development Plan Checking and Entitlement Review Services City of Placentia
Appendix - Contract Exceptions
HR Green has long maintained various on -call contracts, including for civil plan check, with the City of Placentia and are confident we can expeditiously enter into an agreement for these services. Based on our review of the sample agreement we have included suggested modifications below. If selected, HR Green would like the opportunity to work with the City to develop the proposed agreement and address very specific issues. We would be prepared to discuss these matters immediately upon selection so that no time is lost and that the proposed work can be carried out in a timely manner.
1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance ith sound professional practices. Consultant also ,+aFrzan'ts that it is familiar with'Naws that ray affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.
in a manner cons..stent witn the standards of care, diligence and skill ordinarily exercised by professional consr: tants it tiirnilar tieids and circumstances in iaar::rdance wit sound tip:profesionirl oral ces. _
', 1.3. Performance to §afisfaction of City. Consultant agrees to perform all the work' to the complete satisfaction of the City and within the--hereeinafter—speei€ted.
Evaluations of the �worrkk#will l gret lydone b. ',the City Administrator or his or her designee. If the quality of wol`k is --no€ satrsfaciory, Cray in its discretion has the right to:
(a) Meet with Consultant to review the quality of the work and resolve the matters of concern:
I HD
(b) Require Consultant to repeat the work at no additional fee until it is-saticfaeteFy and/or
six.r standard a' care is met
Terminate the Aoreernent as hereinafter set forth.
(c)
2.3, Method of Billing, Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole at4sfactien. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice. Each invoice shall describe in detail, the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services' and shall identify the number of the authorized change order, where applicable, on all invoices.
On -Call Development Plan Checking and Entitlement Review Services hiRGreen, City or Placentia
(d) Professional errors and omissions ("E&O") liability insurance with poticy limits of not less than One Million Dollars ($1,000,000.00). combined single limits, per occurrence and aggregate. Architects' and engineers' coverage shall be endorsed to include contractual liability: If the policy is written as a "claims made" policy, the retro date shall be prior to the start of the contract work- Consultant shall obtain and maintain, said E&O liability insurance during the life of this Agreement and for three years after completion of the work hereunder.
(b) Notice: "Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self insured retention is increased. In the event of any cancellation or -reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance,i�as spec;fiedt,, to su�bstitute for any canceled policy. the City may pr©eure sijdh ms>'%rarice at Consultant's sole cost and expense."
(c)
Other insurance: The Consultant's insurance coverage shall be primary insurance as respects the City of Placentia, its officers. officials, agents, employees, and -volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy-" (d) Any failure -to -comply with the reporting provisions -of the policies shall- not --affect coverage provided to the -City-of -Placentia, its officers, officials, agents, employeess n 1 -volt -tracers. (e)
The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought., except vwith respect to the limits of the insurer's liability.
5.3. Deductible or Self Insured Retention. If any of such policies provide for a deductible or self -insured retention to provide such coverage, the amount of such deductible or self -insured retention shall be approved in advance by City. No poliey-et insurance •issued as -to -which the -City -is -an -additional -insured shall contain -a -provision whichrequiresthat-no-insured except the named insured can satisfy any such deductible or -self -insured retention.
On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
6.8. Indemnification and Hold Harmless. Consultant agrees to defend, indemnify, hold free and harmless the City, its elected and appointed officials, officers, agents and temployees,t a Consultants sole expense, from and against any and all c dims, dbr13rics', acfl'one..4uifk br otti iega1 proceedings arising out of, pertaining to, or relating to the negligence, recklessness, or willful misconduct of Consultant brought against the City, its elected and appointed officials, officers, agents and employees arising out of the performance of the Consultant, its employees, and/or authorized subcontractors, of the work undertaken pursuant to this Agreement The defense obligation provided for hereunder shall apply whenever any claim; -action; complaint or suit asserts liability against the City, its elected and appointed officials, officers, agents and employees based upon the negligence, recklessness, or willful misconduct of the Consultant,- its employees, and/or authorized subcontractors under this Agreement, whether or of the—Gonsu#art, its --employees, and/or—autber+7ed subcontractors -are spedfe-ally--ne ned--or-otfierwisse-assertt o be liable: Notwithstanding the foregoing. the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.
On -Call Development Plan Checking and Entitlement Review Services HRGreena ,,.
uity or Placentia
HRGreen®
PAC ! F ! C
CITY OF PLACENTIA
PROFESSIONAL SERVICES AGREEMENT
WITH
NV5, INC.
THIS AGREEMENT is made and entered into this 21ST day of November, 2023 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and NV5, Inc., a California corporation ("Consultant").
WITNESSETH:
A. WHEREAS, City proposes to utilize the services of Consultant as an independent contractor to provide on -call development plan checking and entitlement review services as more fully described herein; and
B. WHEREAS, Consultant represents that it has that degree of specialized expertise contemplated within California Government Code Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated; and C. WHEREAS, City and Consultant desire to contract for the specific services described in Exhibit "A" (the "Project") and desire to set forth their rights, duties and liabilities in connection with the services to be performed; and
D. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement.
NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows:
1.0. SERVICES PROVIDED BY CONSULTANT
1.1. Scope of Services. Consultant shall provide the professional services described in Consultant's Proposal ("Proposal"), attached hereto as Exhibit "A" and incorporated herein by this reference.
1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance with sound professional practices. Consultant also warrants that it is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.
1.3. Performance to Satisfaction of City. Consultant agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:
(a) Meet with Consultant to review the quality of the work and resolve the matters of concern;
(b) Require Consultant to repeat the work at no additional fee until it is satisfactory; and/or
(c) Terminate the Agreement as hereinafter set forth.
1.4. Warranty. Consultant warrants that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws, including, but not limited to, those laws related to minimum hours and wages; occupational health and safety; fair employment and employment practices; workers' compensation insurance and safety in employment; and all other Federal, State and local laws and ordinances applicable to the services required under this Agreement. Consultant shall indemnify and hold harmless City from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description including attorneys' fees and costs, presented, brought, or recovered against City for, or on account of any liability under any of the above -mentioned laws, which may be incurred by reason of Consultant's performance under this Agreement.
1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital status, sexual gender or sexual orientation, except as permitted pursuant to Section 12940 of the Government Code. Such actions shall include, but not be limited to the following:
employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation and selection for training, including apprenticeship. Consultant agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.
Consultant shall, in all solicitations and advertisements for employees placed by, or on behalf of Consultant shall state that all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, marital status, national origin, or mental or physical disability. Consultant shall cause the paragraphs contained in this Section to be inserted in all subcontracts for any work covered by the Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.
1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.
1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Consultant's sole cost and expense. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Consultant may engage during the term of this Agreement.
1.8. Confidentiality. Employees of Consultant in the course of their duties may have 2 Rev. 08/2017
access to financial, accounting, statistical, and personnel data of private individuals and employees of City. Consultant covenants that 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 written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this Section shall survive the termination of this Agreement.
2.0. COMPENSATION AND BILLING
2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A." Consultant's total compensation shall not exceed Three Hundred Fifty Thousand Dollars ($ 350,000.00).
2.2. Additional Services. Consultant shall not receive compensation for any services provided outside the scope of services specified in the Consultant's Proposal or which is inconsistent with or in violation of the provisions of this Agreement unless the City or the Project Manager for this Project, prior to Consultant performing the additional services, approves such additional services in writing. It is specifically understood that oral requests and/or approvals of such additional services or additional compensation shall be barred and are unenforceable.
Should the City request in writing additional services that increase the hereinabove described "SCOPE OF SERVICES", an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services.
2.3. Method of Billing. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice.
Each invoice shall describe in detail, the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.
2.4. Records and Audits. Records of Consultant's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date.
3.0. TIME OF PERFORMANCE
3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A." The Project Schedule may be amended by mutual agreement of the parties. Failure to commence work in a timely manner and/or diligently pursue work to completion may be grounds for termination of this Agreement.
3.2. Excusable Delays. Neither party shall be responsible for delays or lack of performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the Consultant is encountered, a time 3 Rev. 08/2017
extension may be mutually agreed upon in writing by the City and the Consultant. The Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension.
4.0. TERM AND TERMINATION
4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of three years, ending on November 21, 2026, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties. One (1) two-year extension is available on Consultant performance and at the discretion of the City. Approval of the term extension is contingent upon City Council review and approval at the conclusion of the initial three-year term.s
4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Consultant. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates or abandons a portion of this Agreement such suspension, termination or abandonment shall not make void or invalidate the remainder of this Agreement.
If the Consultant defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.
The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.
4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including 4 Rev. 08/2017
the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein. In ascertaining the professional services actually rendered hereunder up to the effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.
4.4. Documents. In the event of termination of this Agreement, all documents prepared by Consultant in its performance of this Agreement including, but not limited to, finished or unfinished design, development and construction documents, data studies, drawings, maps and reports, shall be delivered to the City within ten (10) days of delivery of termination notice to Consultant, at no cost to City. Any use of uncompleted documents without specific written authorization from Consultant shall be at City's sole risk and without liability or legal expense to Consultant.
5.0. INSURANCE
5.1. Minimum Scope and Limits of Insurance. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement all the following minimum scope of insurance coverages with an insurance company admitted to do business in California, rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and approved by City:
(a)
Broad -form commercial general liability, in a form at least as broad as ISO from #CG 00 01 04 13, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. If Consultant maintains higher limits that the specified minimum limits, City requires and shall be entitled to coverage for the high limits maintained by the Consultant.
(b) Business automobile liability for owned vehicles, hired, and non -owned vehicles, with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, each incident for bodily injury and property damage.
(c) Workers' compensation insurance as required by the State of California and Employers Liability Insurance with a minimum limit of $1,000,000 per accident for any employee or employees of Consultant. Consultant agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies. 5 Rev. 08/2017
Before execution of this Agreement by the City, the Consultant shall file with the Public Works Director/City Engineer the following signed certification:
I am aware of, and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers' Compensation or to undertake self-insurance before commencing any of the work.
The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for and maintaining in full force and effect for the duration of this Agreement, complete Workers' Compensation Insurance, and shall furnish a Certificate of Insurance to the Public Works Director/City Engineer before execution of this Agreement by the City.
The City, its officers and employees shall not be responsible for any claims in law or equity occasioned by failure of the consultant to comply with this section.
Neither the CITY nor any of its elected or appointed officials, officers, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Consultant under this Agreement are adequate to protect Consultant.
If Consultant believes that any such insurance coverage is insufficient, Consultant shall provide, at its own expense, such additional insurance as Consultant deems adequate.
5.2. Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions as worded below:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are addition- al insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; automobiles owned, leased, hired, or borrowed by the Consultant."
(b) Notice: "Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self -insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any canceled policy, the City may procure such insurance at Consultant's sole cost and expense."
(c) Other insurance: "The Consultant's insurance coverage shall be primary insurance as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy."
6 Rev. 08/2017
(d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers.
(e) The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
5.3. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self -insured retention to provide such coverage, the amount of such deductible or self -insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self -insured retention.
5.4. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. The certificates of insurance and endorsements shall be attached hereto as Exhibit "B" and incorporated herein by this reference.
5.5. Non -limiting. Nothing in this Section shall be construed as limiting in any way, the indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.
6.0. GENERAL PROVISIONS
6.1. Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to any matter referenced herein and supersedes any and all other prior writings and oral negotiations. This Agreement may be modified only in writing and signed by the parties in interest at the time of such modification. The terms of this Agreement shall prevail over any inconsistent provision in any other contract document appurtenant hereto, including exhibits to this Agreement.
6.2. Representatives. The City Administrator or his or her designee shall be the representative of City for purposes of this Agreement and may issue all consents, approvals, directives and agreements on behalf of the City, called for by this Agreement, except as otherwise expressly provided in this Agreement.
Consultant shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives and agreements on behalf of Consultant called for by this Agreement, except as otherwise expressly provided in this Agreement.
6.3. Project Managers. City shall designate a Project Manager to work directly with Consultant in the performance of this Agreement. It shall be the Consultant's responsibility to assure that the Project Manager is kept informed of the progress of the performance of the services and the Consultant shall refer any decision, which must be made by City, to the Project Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Project Manager.
Consultant shall designate a Project Manager who shall represent it and be its agent in all consultations with City during the term of this Agreement and who shall not be 7 Rev. 08/2017
changed by Consultant without the express written approval by the City. Consultant or its Project Manager shall attend and assist in all coordination meetings called by City.
6.4. Notices. Any notices, documents, correspondence or other communications concerning this Agreement, or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.
IF TO CONSULTANT:
NV5, Inc.
163 Technology Drive, Suite 100
Irvine, CA 92618
Tel: 949-585-0477
Attn: Jeffrey M. Cooper, PE
IF TO CITY:
City of Placentia
401 E. Chapman Ave
Placentia, CA 92870
Tel: 714-993-8132
Attn: Chris Tanio
6.5. Attorneys' Fees. In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof.
6.6. Governing Law. This Agreement shall be governed by and construed under the laws of the State of California without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California. Consultant agrees to submit to the personal jurisdiction of such court in the event of such action.
6.7. Assignment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement.
6.8. Indemnification and Hold Harmless. Consultant agrees to defend, indemnify, hold free and harmless the City, its elected and appointed officials, officers, agents and employees, at Consultant's sole expense, from and against any and all claims, demands, actions, suits or other legal proceedings brought against the City, its elected and appointed officials, officers, agents and employees arising out of the performance of the Consultant, its employees, and/or authorized subcontractors, of the work undertaken pursuant to this Agreement. The defense obligation provided for hereunder shall apply without any advance showing of negligence, recklessness, or willful misconduct by the Consultant, its employees, and/or authorized subcontractors, but shall be required whenever any claim, action, complaint, 8 Rev. 08/2017
or suit asserts as its basis the negligence, recklessness, or willful misconduct of the Consultant, its employees, and/or authorized subcontractors, and/or whenever any claim, action, complaint or suit asserts liability against the City, its elected and appointed officials, officers, agents and employees based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable.
Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.
6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its 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, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.
6.10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor 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 subcontractors, 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 subcontractors 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.
6.11. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation which City might require. 9 Rev. 08/2017
6.12. Ownership of Documents. All findings, reports, documents, information and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant.
Consultant shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents.
6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information and data, including, but not limited to, computer tapes, discs or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 6250 et seq.).
Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 6254.7, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.
6.14. Conflict of Interest. Consultant and its officers, employees, associates and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090. During the term of this Agreement, Consultant and its officers, employees, associates and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute.
6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.
6.16. Prohibited Employment. Consultant will not employ any regular employee of City 10 Rev. 08/2017
while this Agreement is in effect.
6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following order, if applicable: This Agreement, the City's Request for Proposals, the Consultant's Proposal.
6.18. Costs. Each party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.
6.19. No Third Party Beneficiary Rights. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement.
6.20. Headincs. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.
6.21. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.
6.22. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement.
6.23. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.
6.24. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.
11 Rev. 08/2017
6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.
6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written.
CITY OF PLACENTIA,
A municipal corporation
Date:
Damien R. Arrula, City Administrator
ATTEST:
Robert S. McKinnell, City Clerk
CONSULTANT — NV5, Inc.
At, Ceapu
Signature
Jeffrey M. Cooper
Jeffrey M. Cooper, Vice President, PE
94-2706173
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:
Christian L. Bettenhausen, City Attorney
12 Date:
Date:
11/9/2023
Rev. 08/2017
APPROVED AS TO INSURANCE:
Date:
Krystle Murillo, Risk Manager
APPROVED AS TO CONTENT:
aeis1
Chris Tanio, Deputy Director/City Engineer
DEPARTMENTAL APPROVAL:
is esfuuvy
Luis Estevez, Deputy City Administrator
13 Date: 11/9/2023
Date:
11/9/2023
Rev. 08/2017
EXHIBIT A
CONSULTANT'S PROPOSAL AND SCOPE OF WORK
14 Rev. 08/2017
EXHIBIT B
CERTIFICATES OF INSURANCE AND ENDORSEMENTS
15 Rev. 08/2017
A. LETTER OF TRANSMITTAL
PN: P27023-OOO6293.OO
October 26, 2023
City of Placentia
Attn: Chris Tanio, PE, Deputy Director/City Engineer
401 E. Chapman Ave.
Placentia, CA 92870
N
V
5 SUBJECT: On -Call Development Plan Checking and Entitlement Review Services Dear Mr. Tanio,
NV5, Inc. is excited to have the opportunity to provide On -Call Development Plan Checking and Entitlement Review Services to the City of Placentia (City). Our team has the technical knowledge and experience to deliver your projects in the most cost-efficient and cost-effective manner. NV5's strengths include the following:
Current Partnership: Our extensive experience and strong existing 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 staff, processes and environment, enabling us to provide outstanding cost- and time -efficient services. Specifically, our team is currently providing or has provided engineering design services for the City Hall and Police Station HVAC System Replacement and Solar Energy Project, Residential Slurry Seal and Arterial Roadway Rehabilitation projects and ADA Curb Ramp Reconstruction project, and construction support services for the FY 19-20 Arterial Roadway Rehabilitation, Old City Hall Office Renovation and Crowther Sanitary Sewer Pipeline Replacement projects.
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. Our team is currently providing or has provided similar services to dozens of agencies, including:
• City of Anaheim
• City of Beaumont
• City of Compton
• City of Dana Point
• City of Desert
Hot Springs
• City of El Monte
• City of Fontana
• City of Fullerton
• City of La Habra Heights
• City of Laguna Niguel
• City of Menifee
• City of Moreno Valley • City of Ventura
• City of Pico Rivera • City of Villa Park
• City of San Diego • City of Yorba Linda
• City of San Juan • County of Riverside
Capistrano • County of San
• City of Seal Beach Bernardino
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. He is currently leading our civil engineering design team for the City Hall and Police Station HVAC System Replacement and Solar Energy Project, and he managed the teams that provided engineering design services for the City's Residential Slurry Seal and Arterial Roadway Rehabilitation and ADA Curb Ramp Reconstruction projects, among others. Our Management Contact, Jeffrey M. Cooper, PE, has more than 45 years of professional consulting engineering experience with public works and development projects, helping to assure our management team can quickly respond to the City's needs as they arise.
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
David Nikhafs,
Director of Transportation/
Project Manager
Jef ey M. Qlooper, PE
Se for Vice President
(Authorized Signer)
COMPANY INFORMATION/CONTACT
Name: NV5, Inc.
Address: 163 Technology Drive, Suite 100,
Irvine, CA 92618
Telephone Number: 949.585.0477
Management Contact: Jeffrey M. Cooper, PE, Senior
Vice President; 949.585.0477; [email protected]
163 Technology Drive, Suite 100
I Irvine, CA 92618 I www.nv5.com
Office: 949.585.0477
Fax: 949.409.8182
NV5 11
B. TABLE OF CONTENTS
Table of Contents
A. Letter of Transmittal
01 B. Table of Contents
02 C. Summary Sheet
03 1. Team Qualifications
2. Management Team and Resumes
3. Organization Chart
05 10
14 D. Allocation of Resources
15 E. Understanding of Scope of Work
16 F. References
19 G. Certification of Proposals 20
GG
CLIENT TESTIMONIAL
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, City Engineer,
City of Desert Hot Springs
11 City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 12
C. SUMMARY SHEET
RFQ No. PW-23-04 ON -CALL DEVELOPMENT PLAN CHECKING AND
ENTITLEMENT REVIEW SERVICES
APPENDIX B
SUMMARY SHEET
Firm Name:
NV5, Inc.
Firm Parent or Ownership: NV5 Global, Inc.
Firm Address: 163 Technology Drive, Suite 100, Irvine, CA 92618 Firm Telephone Number: 949.585.0477
Firm Fax Number: 949.409.8182
Number of years in existence: 74
Management Contact (person responsible for direct contact with the City of Placentia and services required for this Request for Proposal):
Name: Jeffrey M. Cooper, PE Title: Senior Vice President Telephone Number: 949.585.0477 Fax: 949.409.8182
Email: '[email protected]
Project Manager (Person responsible for day-to-day servicing of the account):
Name:
David Niknafs, PE Title: Director of Transportation
Telephone Number: 949.585.0477 Fax: 949.409.8182
Email: [email protected]
Types of services provided by the firm: NV5, Inc.
provides engineering and
consulting services to public and private sectors, delivering solutions through six business 31 City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 13
C. SUMMARY SHEET
RFQ No. PW-23-04 ON -CALL DEVELOPMENT PLAN CHECKING AND
ENTITLEMENT REVIEW SERVICES
verticals: Testing, Inspection and Consulting; Infrastructure; Utility Services; Environmental Health; Buildings and Program Mana;ement; and Geospatial Technology. 32 City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 14
C. SUMMARY SHEET - TEAM QUALIFICATIONS
Staff Qualifications
Our team has the ability to deliver quality projects on schedule and within budget. The table below includes names, roles, education, experience, and applicable professional licenses and credentials. We have included resumes for our management team per the RFQ starting on page 11, and staff resumes can be provided upon request.
Staff Qualifications
NAME/ROLE
YEARS EDUCATION. CERTIFICATIONS + LICENSES
Jeffrey M. Cooper, PE
Principal -in -Charge +
Management Contact
45 M.S. Environmental Engineering; B.S. Civil Engineering; B.A. Economics; Civil Engineer (CA) No. 31572
David Niknafs, PE
Project Manager + QA/QC
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/QSP,
LEED AP
Plan Check Engineer
M.S. Structural Engineering; B.S. Civil Engineering; Civil Engineer (CA) 17 No. 83896; Qualified SWPPP Developer/Practitioner (CA) No. 27085; LEED Accredited Professional
Arsanious Hanna, PE, CBO,
QSD
Plan Check Engineer
30+
B.S. Civil Engineering; Civil Engineer (CA) No. 70743; Civil Engineer (CO) No. 0061094; Civil Engineer (AZ) No. 38772; Civil Engineer (TX) No. 142591; ICC Certified Building Official; QSD; ICC Certified Building Plans Examiner; CA Safety Assessment Coordinator (SAP)
Art Biscocho
Plan Check Engineer
30 B.S. Civil Engineering
Stephen Novak
Plan Check Engineer
25 A.S. Building Technology; Certificate, Master Planning Communities Matthew Ronquillo
Assistant Engineer
2 B.S. Civil Engineering; A.S. Engineering; A.A. Science & Mathematics Luanne Bean, PE
Plan Check Engineer
(Water/Sewer)
35 M.S. Civil Engineering; B.S. Civil Engineering; Civil Engineer (CA) No. 50129; Former Class A General Engineering Contractor; FEMA OPS - I; HAZMAT First Responder/Operations Level; DOT Offers of Bulk and Non - Bulk HAZMAT Packages; Nuclear Waste Safety for Workers
Julian Palacios, PE
Plan Check Engineer
(Water/Sewer)
M.S. Environmental Engineering; B.S. Civil Engineering; Civil Engineer (CA) 23 No. 67735; Civil Engineer (MX) No. 2760774; Certificate Urban Water Management Plan Training
Steven Granados, PE,
QSD/P
Plan Check Engineer
(Water/Sewer)
17 B.S. Civil Engineering; Civil Engineer (CA) No. 74823; QSD/QSP, CASQA No. 24004
Jennifer Peterson, PE, CFM,
QSD/P, CPESC, LEED AP 27
Plan Check Engineer (WQMP)
B.S. Civil Engineering; Civil Engineer (CA); No. 67821; Qualified SWPPP Developer; Qualified SWPPP Practitioner; Certified Floodplain Manager; Certified Professional in Erosion & Sediment Control;
LEED Accredited Professional
City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 15
C. SUMMARY SHEET - TEAM QUALIFICATIONS
Staff Qualifications
NAME/ROLE
YEARS
EDUCATION, CERTIFICATIONS + LICENSES
Scott Lyle, PE, CFM, QSD/
QSP
Plan Check Engineer (WQMP
+ Hydrology/Hydraulics)
39 Graduate Studies in Environmental Hydrology; B.S. Civil Engineering; Civil Engineer (CA) No. C44062; Certified Floodplain Manager (CA) No. 99-00013; Qualified SWPPP Developer/Practitioner
No. 00817; Graduate Certificate in Coast Engineering
Thomas Grace, EIT
Plan Check Engineer (WQMP
+ Hydrology/Hydraulics)
24 B.S. Civil Engineering; Engineer in Training (CA) No. 103177 J Braley, PLS
Plan Check Engineer
(Survey/Maps)
45 General Education courses; Land Survey courses; Land Surveying Fundamentals; AutoCAD Level 1 & Level 2; Global Positioning Survey course; GIS course; Professional Land Surveyor (CA) No. 8446; Professional Land Surveyor (NV) No. 19903
Jay Fahrion, PLS
Plan Check Engineer
(Survey/Maps)
43 Professional Land Surveyor (CA) No. 8207; AQMD PM -10 Certificate Y. Clark Shen, PE, SE
Plan Check Engineer
(Structural)
M.S. Civil Engineering; B.S. Civil Engineering; Civil Engineer (CA) No. 24054; Structural Engineer (CA) No. 2177; International Code Council 40 Certification No. 8296933; Building Plans Examiner; Residential Plans Examiner; Commercial Building Inspector; Residential Building Inspector; Accessibility Inspector/Plans Examiner
Gerald Tom, PE, TE
Plan Check Engineer (Traffic)
35 B.S. Civil Engineering; Civil Engineer (CA) No. 51209; Traffic Engineer (CA) No. 2541
James Miller, PE
Plan Check Engineer (Traffic)
19 B.S. Civil Engineering; Civil Engineer (CA) No. 82522 Gene Custenborder, PG,
CEG
Plan Check Engineer
(Geotechnical)
40 B.S. Geology; Registered Geologist (CA) No. 3992; Certified Engineering Geologist (CA) No. 1319
Scott Moors. PG, CEG, CHg
Plan Check Engineer
(Geotechnical)
B.S. Geological Sciences; Professional Geologist
31 No. 6100; Certified Engineering Geologist No. 1901; Certified Hydrogeologist No. 607
Nona Espinosa, PE
Plan Check Engineer
(Hydrology/Hydraulics)
33 B.S. Civil Engineering; Civil Engineer (CA) No. 60547; Certificate Erosion Control Compliance with NPDES Phase II - APWA;
Certificate Fundamentals of Erosion Control & Rolled Erosion Control Pro - John Towns & Associates, Inc.
Qiao Zhou, EIT
Plan Check Engineer
(Hydrology/Hydraulics)
2 M.S. Environmental Engineering; B.S. Environmental Science; Engineer -in -Training (CA) No. 173660
City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 16
C. SUMMARY SHEET - TEAM QUALIFICATIONS
Team Experience
NV5 has successfully provided plan check services to dozens of municipalities over the last several years. Listed below are contracts for which our team has provided similar services to those requested in this RFQ within the last five (5) years. • On -Call Plan Check Services
CITY OF SEAL BEACH I SEAL BEACH, CA
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, parcel maps and certificates of compliance. ,. DATES: 2022 -CURRENT
KEY PERSONNEL: JEFF COOPER (PIC), DAVID NIKNAFS (PM), STEVE NOVAK, TAMARA O'NEAL, PADMA ASAM. J BRALEY (PLAN CHECK) rO Plan Check Services
CITY OF DANA POINT I DANA POINT, CA
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: JANUARY 2016 -CURRENT
KEY PERSONNEL: JEFF COOPER (PIC), TAMARA O'NEAL (PM), PADMA ASAM, STEVE NOVAK, JENNIFER PETERSON, THOMAS GRACE,
QIAO ZHOU, GENE CUSTENBORDER (PLAN CHECK)
RO Plan Check Support Services
CITY OF VILLA PARK I VILLA PARK, CA
NV5 has been providing the City with staff to fill multiple positions, including Assistant Engineers, Plan Check Engineers and Front Counter Technicians. Services include plan review and checking street improvement and drainage plans, final maps, parcel maps, improvement plans, grading plans, hydrologic/hydraulic studies, soils/geologic reports, engineer cost estimates and easement documents.
DATES: JULY 2016 -CURRENT (PREVIOUS CONTRACT: JUNE 2011 -JUNE 2014) KEY PERSONNEL: JEFF COOPER (NV5 PM), HAMID TORKAMANHA (PLAN CHECK) • On -Call Plan Check Services
CITY OF EL MONTE I EL MONTE, CA
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. Reviews include 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: JUNE 2019 -CURRENT
KEY PERSONNEL: JEFF COOPER (PIC), DAVID NIKNAFS (PM), STEVE NOVAK (PLAN CHECK) pO On -Call Plan Check, Inspection and Stormwater Management Services
CITY OF BEAUMONT I BEAUMONT, CA
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. u, DATES: 2018 -CURRENT (PREVIOUS CONTRACT - FEBRUARY 2016-2018) KEY PERSONNEL: JEFF COOPER (PIC), TAMARA O'NEAL (PM), PADMA ASAM, THOMAS GRACE, JENNIFER PETERSON (PLAN CHECK) City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 17
C. SUMMARY SHEET - TEAM QUALIFICATIONS
Co On -Call Civil Plan Check Services
COUNTY OF SAN BERNARDINO I SAN BERNARDINO COUNTY, CA
NV5 is providing engineering development review services for a variety of projects ranging from single-family development to large, multi -phase subdivisions and commercial projects with significant public 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.
D. DATES: 2020 -CURRENT
► KEY PERSONNEL: JEFF COOPER (PIC), TAMARA O'NEAL (PM), DAVID NIKNAFS, LUANNE BEAN. STEVE NOVAK, PADMA ASAM, THOMAS GRACE, JENNIFER PETERSON, ARSANIOUS HANNA, NONA ESPINOSA, SCOTT LYLE, Y. CLARK SHEN (PLAN CHECK) [__-,A Plan Check & Traffic Engineering Services
CITY OF COMPTON I COMPTON, CA
NV5 is contracted by the City of Compton to provide professional plan check services and traffic engineering services for the City's Public Works Department. Services include technical plan check for engineering documents and plans and review of maps and legal descriptions for conformance with Federal, State and local regulations, particularly the California Subdivision Map Act and general compliance with City Standards, Ordinances and Regulations, including the Low Impact Development requirements identified in City of Compton Ordinance 2,252 (including maintaining database Excel spreadsheets for BMPs tracking through the various stages of development). NV5 also performs various Traffic Engineering Services such as review and recommendation and/or approval for Traffic Impact Analyses for public/private projects, warrant studies for traffic signal and/or stop signs installations, and various other related tasks.
DATES: 2022 -CURRENT
KEY PERSONNEL: JEFF COOPER (PIC), DAVID NIKNAFS (PM), TAMARA O'NEAL, LUANNE BEAN, STEVE NOVAK, MATTHEW RONQUILLO,
GERALD TOM, JAMES MILLER, J BRALEY (PLAN CHECK)
%, On -Call Plan Checking Services
CITY OF PICO RIVERA I PICO RIVERA, CA
Reviews include subdivision maps, parcel maps, 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 and hydraulic calculations and reports; engineer's cost estimate for the related items of work for bonding purposes; engineer's reports, including stormwater pollution prevention plans; erosion and sediment control plans; and geotechnical report review.
DATES: 2019 -CURRENT
KEY PERSONNEL: JEFF COOPER (PIC), DAVID NIKNAFS (PM), TAMARA O'NEAL, PADMA ASAM, THOMAS GRACE, STEVE NOVAK (PLAN CHECK) E' Grading, Hydrology, Hydraulic & WQMP Review
RIVERSIDE COUNTY DEPARTMENT OF TRANSPORTATION I RIVERSIDE, CA NV5 is providing engineering development review services for a variety of projects ranging from single-family developments to supporting documents for FEMA map revision requests. NV5 has reviewed Hydraulic and Hydrologic Analysis, Water Quality Management Plans (WQMPs), HEC-RAS analysis and other documents as requested for conformance with project conditions of approval, federal state and local guidance documents, and compliance with County requirements.
DATES: 2021 -CURRENT
KEY PERSONNEL: JEFF COOPER (PIC), TAMARA O'NEAL, PADMA ASAM, THOMAS GRACE, JENNIFER PETERSON (PLAN CHECK) City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 18
C. SUMMARY SHEET - TEAM QUALIFICATIONS
tOn -Call Plan Check Support Services
() CITY OF LA HABRA HEIGHTS I LA HABRA HEIGHTS, CA
As part of an on -call plan review and inspection services contract, our team is currently providing as -needed plan review services. Scope of work includes plan review and checking final maps, parcel maps, improvement plans, grading plans, hydrologic/hydraulic studies, soils/geologic reports, engineer cost estimates, and easement documents. Our team has completed has provided over a hundred reviews for the City.
DATES: 2016 -CURRENT
KEY PERSONNEL: JEFF COOPER (NV5 PM), GERALD TOM (PLAN CHECK) Plan Check Services
CITY OF DESERT HOT SPRINGS I DESERT HOT SPRINGS, CA
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: APRIL 2022 -CURRENT
KEY PERSONNEL: JEFF COOPER (PIC), TAMARA O'NEAL (PM), JENNIFER PETERSON. PADMA ASAM, THOMAS GRACE, STEVE NOVAK,
NONA ESPINOSA (PLAN CHECK)
MO On -Call Plan Check + Inspection Services
CITY OF SAN DIEGO I SAN DIEGO, CA
NV5 is contracted by the City of San Diego to provide as -needed engineering and building plan review and inspection services. NV5's first task consisted of providing (rapid) reviews 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. 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 Review and Engineering Plan Check Services, including plans for subdivision (residential) improvements, commercial developments, and infrastructure improvements within the City's right-of-way, and Building Inspection Services.
DATES: 2022 -CURRENT
KEY PERSONNEL: JEFF COOPER (PIC), TAMARA O'NEAL (PM), SCOTT LYLE, JENNIFER PETERSON, THOMAS GRACE, QIAO ZHOU, Y. CLARK SHEN, JAMES MILLER (PLAN CHECK)
pOCITY OF
Citywide Plan Check Review Services
NV5 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, and accessibility); Fire Code review (fire alarms, fire sprinkler systems); Regional Stormwater requirement review (MS -4, SWPPP); Civil review (rough grading, fine grading); Public Improvement Plan review (water, wastewater, storm drain, public right-of-way improvements); and Zoning review (zoning code compliance). Plans are transmitted and reviewed utilizing the City's electronic system, Energov supported by Tyler Technologies.
DATES: 2022 -CURRENT
r KEY PERSONNEL: JEFF COOPER (PIC), TAMARA O'NEAL (PM), Y. CLARK SHEN, PADMA ASAM, ARSANIOUS HANNAH, SCOTT LYLE,
GENE CUSTENBORDER (PLAN CHECK)
City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 19
C. SUMMARY SHEET - MANAGEMENT TEAM
Management Team
Our management team brings decades of experience in the management of public works projects. Included below are brief biographies for NV5's Project Manager/QA/QC and Management Contact. Resumes for our management team are included on the following pages.
nAvin, NIKNAFS PF _._ PP(11 f7 ti n "SAGER + QA/QC
111
Mr. Niknafs has more than 30 years of civil engineering experience working on various capital improvement and development projects and has extensive experience working as a project manager and senior engineer. He has managed numerous public works and development projects, including roadways, bridges, drainage, sewer, water, underground utilities, building facilities and related infrastructure improvement projects.
WHY IS MR. NIKNAFS THE BEST CHOICE FOR THE CITY°
His design experience, combined with his experience designing projects for the City, brings a unique perspective and advantage to our team. He has previously overseen the preparation of the plans, specifications and cost estimates for several of the City's projects, including the Residential Slurry Seal and Arterial Roadway Rehabilitation and ADA Curb Ramp Reconstruction projects. In addition, Mr. Niknafs has managed similar on -call plan check contracts for various municipalities in Southern California, including the Cities of Seal Beach, El Monte, Pico Rivera, and Compton, among several others.
JEFFREY M. COOPER, PE — MANAGEMENT CONTACT
Mr. Cooper has more than 40 years of professional consulting engineering experience providing the management of planning, design, construction, and inspection services for transportation and municipal road projects, park projects, master plans and designs for drainage, sewers, water and overhead utility undergrounding projects.
WHY IS MR. COOPER FHE BEST CHOICE FOR THE CITY?
His extensive experience with all facets of public works projects will help assure that our management team can quickly respond to any of the City's needs that may arise. Mr. Cooper is currently overseeing over 40 on -call contracts for cities and agencies throughout Orange and Los Angeles counties.
City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 110
C. SUMMARY SHEET - MANAGEMENT TEAM
CONTACT INFO
[email protected]
EXPERIENCE
45 years
EDUCATION
M.S. Environmental
Engineering
B.S. Civil Engineering
B.A. Economics
LICENSES/CERTIFICATES
Civil Engineer (CA)
No. 31572
AFFILIATIONS
Public Works Standards,
Inc. (The Greenbook),
Treasurer
State of California Green
Bond Committee Member
American Public Works
Association, Past President
(San Diego &
Southern California)
American Society of Civil
Engineers, Past President
(San Diego)
American Society of Civil
Engineers, California
Region 9 Governor
American Council of
Engineering Companies
N
V
5 JEFFREY M. COOPER, PE
Principal-in-Charge/Management Contact
Mr. Cooper has more than 45 years of professional consulting engineering experience providing the management of planning, design, construction, and inspection services for transportation and municipal road projects, park projects, master plans and designs for drainage, sewers, water and overhead utility undergrounding projects, which have included inventory work and condition assessment. He has overseen Plan Check Services for numerous cities in Southern California. He has extensive experience with the interpretation of plans, specifications, and related design manuals, checklists and regulations. He is currently Treasurer for the Public Works Standards, Inc., "The Greenbook."
Project Experience
On -Call Plan Check Services
CITY OF SEAL BEACH I SEAL BEACH, CA
Principal -In -Charge. 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, parcel maps and certificates of compliance.
As -Needed Plan Check Services
CITY OF EL MONTE I EL MONTE, CA
Principal -In -Charge. Mr. Cooper is overseeing the team providing plan checking services for the City of El Monte. Plan check services included 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.
Plan Check & Traffic Engineering Services
CITY OF COMPTON I COMPTON, CA
Principal -in -Charge. NV5 is providing professional plan check services and traffic engineering services for the City's Public Works Department. Services include technical plan check for engineering documents and plans and review of maps and legal descriptions for conformance with Federal, State and local regulations, particularly the California Subdivision Map Act and general compliance with City Standards, Ordinances and Regulations.
On -Call Plan Check Services
CITY OF PICO RIVERA I PICO RIVERA, CA
Principal -in -Charge. Mr. Cooper is overseeing the team providing on -call plan check services to the City of Pico Rivera. Reviews include subdivision maps, parcel maps, 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; storm water quality management plans; hydrology and hydraulic calculations and reports; engineer's cost estimate for the related items of work for bonding purposes; engineer's reports including storm water pollution prevention plans; erosion and sediment control plans; and geotechnical report review.
City of Placentia On -Call Development Plan Checking and Entitlement Review Services NV5 I 11
C. SUMMARY SHEET - MANAGEMENT TEAM
Plan Check Services
CITY OF DANA POINT I DANA POINT, CA
Principal -in -Charge. 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.
On -Call Plan Check Services
CITY OF SAN DIEGO I SAN DIEGO, CA
Principal -in -Charge. NV5 is contracted by the City of San Diego to provide as -needed engineering and building plan review and inspection services. NV5's first task consisted of providing (rapid) reviews 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. 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 Review and Engineering Plan Check Services, including plans for subdivision (residential) improvements, commercial developments, and infrastructure improvements within the City's right-of-way, and Building Inspection Services.
Citywide Plan Check Review Services
CITY OF VENTURA I VENTURA, CA
Principal -in -Charge. NV5 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, and accessibility); Fire Code review (fire alarms, fire sprinkler systems); Regional Stormwater requirements (MS -4, SWPPP); Civil (rough grading, fine grading); Public Improvement Plans (water, wastewater, storm drain, public right-of-way improvements); and Zoning review (zoning code compliance).
On -Call Plan Review and Inspection Services
COUNTY OF SAN BERNARDINO
Operations Manager. NV5's 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. Included in our review is the compilation of a detailed deficiencies list, markup of plans and documents, and, when plans are in substantial compliance with all applicable codes, making a recommendation for approval. Our team also works with applicants and their design team to resolve issues regarding plans that are being reviewed. This includes working through minor changes before sending plans back to the County to avoid unnecessary re- checks for minor issues, answering questions that the design team may have, and discussing serious deficiencies with the County if necessary.
Plan Check Services
CITY OF DESERT HOT SPRINGS I DESERT HOT SPRINGS, CA
Principal -in -Charge. 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.
Grading, Hydrology, Hydraulic & WQMP Review
RIVERSIDE COUNTY DEPARTMENT OF TRANSPORTATION I RIVERSIDE, CA Principal -in -Charge. NV5 is providing engineering development review services for a variety of projects ranging from single-family developments to supporting documents for FEMA map revision requests. NV5 has reviewed Hydraulic and Hydrologic Analysis, Water Quality Management Plans (WQMPs), HEC-RAS analysis and other documents as requested for conformance with project conditions of approval, federal state and local guidance documents, and compliance with County requirements.
City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 112
C. SUMMARY SHEET - MANAGEMENT TEAM
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
N
V
5 DAVID NIKNAFS, PE
Project Manager + QA/QC Manager
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.
Project Experience
On -Call Plan Check Services
CITY OF SEAL BEACH I SEAL BEACH, CA
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 adjustments, tract maps, parcel maps and certificates of compliance.
On -Call Plan Check Services
CITY OF EL MONTE I EL MONTE, CA
Project Manager. Mr. Niknafs is responsible for 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 communications facilities. Reviews include 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.
On -Call Plan Check Services
CITY OF PICO RIVERA I PICO RIVERA, CA
Project Manager. Mr. Niknafs oversees this on -call plan check contract for the City of Pico Rivera. Reviews include 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 and reports; engineer's cost estimate for the related items of work for bonding purposes; engineer's reports, including stormwater pollution prevention plans; erosion and sediment control plans; and geotechnical report review.
Plan Check & Traffic Engineering Services
CITY OF COMPTON I COMPTON, CA
Project Manager. Mr. Niknafs is responsible for providing professional plan check services and traffic engineering services for the City's Public Works Department.
Services include technical plan check for engineering documents and plans and review of maps and legal descriptions for conformance with Federal, State and local regulations, particularly the California Subdivision Map Act and general compliance with City Standards, Ordinances and Regulations, including the Low Impact Development requirements identified in City of Compton Ordinance 2,252 (including maintaining database Excel spreadsheet for BMPs tracking through the various stages of development).
City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 I 13
C. SUMMARY SHEET — ORGANIZATION CHART
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 Development Plan Checking and Entitlement Review Services. Shown below are team roles and responsibilities.
PRINCIPAL -IN -CHARGE/
MANAGEMENT CONTACT
Jeffrey M. Cooper, PE
PROJECT MANAGER/
QA/QC
David Niknafs, PE
PLAN CHECK ENGINEERS
ENTITLEMENT REVIEW/
STREET IMPROVEMENTS/
GRADING/STORM DRAIN
Tamara O'Neal, PE
Padma Asam, PE, QSD/P,
LEED AP
Arsanious Hanna, PE, CBO,
QSD
Art Biscocho
Stephen Novak
Matthew Ronquillo
WATER/SEWER
Luanne Bean, PE
Julian Palacios, PE
Steven Granados, PE, QSD/P
WQMP
Jennifer Peterson, PE, CFM,
QSD/QSP, CPESC, LEED AP
Padma Asam, PE, QSD/P,
LEED AP
Scott Lyle, PE, CFM, QSD/QSP
Thomas Grace, EIT
SURVEY/MAPS
J Braley, PLS
Jay Fahrion, PLS
STRUCTURAL
Y. Clark Shen, PE, SE
Arsanious Hanna, PE, CBO,
QSD
TRAFFIC ENGINEERING
Gerald Tom, PE, TE
James Miller, PE
GEOTECHNICAL
Gene Custenborder,
PG, CEG
Scott Moors PG, CEG, CHG
HYDROLOGY/
HYDRAULICS
Nona Espinosa, PE
Scott Lyle, PE, CFM, QSD/QSP
Qiao Zhou, EIT
Thomas Grace, EIT
City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 114
D. ALLOCATION OF RESOURCES
Firm Profile
NV5, Inc. 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 Technology. With more than 100 offices nationwide and abroad, NV5 has access to over 4,000 employees in a variety of fields who help clients plan, design, build, test, certify and operate projects that improve the communities where we live and work.
Allocation of Resources
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 member(s) with the most appropriate experience and licenses/certifications based on the project type, size and requirements while balancing workloads and meeting obligations without overloading any one engineer. Redundancy in expertise and abilities is built into our program to assure that each position is supported by additional team members who are trained experts in their field. For each discipline of plan review, we have identified Subject Matter Experts (SMEs) who will oversee various aspects of the project. These SMEs will report directly to the Project Manager responsible for providing on -time project delivery, open and effective communication, and meeting the needs of the City.
In addition to the services requested in this RFQ, NV5 can also provide additional services if needed. Our key services include:
Chico
Nevada City
Santa Rosa
Novato
Sacramento
San Rafael
Walnut Creek
Danville
San Jose
NV5 has more
than 20 offices
in California. The
majority of our services
for this contract will be
provided out of
our Irvine
office.
•
•
•
•
•
•
•
Ventura
Truckee
•
•
•
•
Turlock
• Fresno
Visalia •
•
Hawthorne
Long Beach
Ir •
rrieta
• Licensed Civil Engineers
• Licensed Land Surveyors
• Licensed Geologists
• Licensed Traffic Engineers
• Qualified SWPPP Developers
• Qualified SWPPP Practitioners
• Certified Floodplain Managers
• Certified Professionals in
Erosion & Sediment Control
• LEED Accredited Professionals
• Qualified Industrial
Stormwater Practitioners
Bakersfield
•
Riverside
• Polm Desert
•
Oceanside San Diego
Carlsbad
•
• Certified Professionals in
Storm Water Quality
• Certified NASSCO PACP/LACP/
MACP
• Envision Sustainability
Professionals
• Certified Engineering
Geologists
• Professional Traffic Operations
Engineers
• And several other licensed
and certified professionals
who can be made available to
the City
u City Hail and Police Station HVAC System Replacement
and Solar Energy Project (Engineering Design)
Old City Hall Office Renovation (Inspection)
o Crowther Sanitary Sewer Pipeline Replacement (CM
and Inspection)
Residential Slurry Seal and Arterial Roadway
Rehabilitation (Engineering Design)
FY 19-20 Arterial Roadway Rehab (Inspection)
ADA Curb Ramp Reconstruction (Engineering Design)
Parque del Arroyo Verde Renovation (Engineering
Design)
City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 I15
E. UNDERSTANDING OF SCOPE OF WORK
Understanding of Scope of Work
NV5 understands that the City desires to establish a list of Consultants to perform development plan checking and entitlement review services for roads, sewer and storm
facilities, City facilities, parks, and other related engineering services. Specific items of work include:
• Entitlement Review
• Subdivision Maps
• Hydrology & Hydraulics
• Street Improvement Plans
• Grading Plans
• Water, Storm and Sewer Plans
• Traffic Studies
• Water Quality Management Plans
NV5 agrees to the Scope of Work and Services as included in this RFQ. Our general approach, work plan, management and QA/QC plan are included on the following pages and
can be tailored to meet the City's needs.
PLAN CHECK APPROACH
Our primary approach is to serve as a direct extension
of the City staff. NV5 will take every measure possible to see that the City's timeline is 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 eliminate
redundancy and increase efficiency. We understand the
difficulties in interpreting design 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
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CITY 0 F
PPJ ACENTIA
City in a seamless manner for review of plans for code
compliance and keeping projects moving to the finish line.
PROJECT DELIVERABLES: PLAN CHECK PROJECTS
Deliverables for a typical plan check project include:
o Cost confirmation letter (if required)
o Signed comment letter with checklist
o Redlined plans
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.
PLAN CHECK SUBMITTALS SEQUENCE
Each submittal will generally follow the following sequence:
First Plan Check
The initial plan check will be comprehensive and identify all significant issues. It is important to present significant issues to the developer as early in the review process as possible, so that the developer can respond in a timely manner. In addition to the typical scope of services, the first plan check will include the following:
o Plan Review Checklist
o Review of Conditions of Discretionary Approval
o Analysis of Easement Requirements and Right -Of -Way
Needs
o Identification of Required Coordination with 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 developer has made significant changes City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 116
E. UNDERSTANDING OF SCOPE OF WORK
to the submittal, new review comments may be necessary.
The NV5 plan checker will identify remaining deficiencies in the documents for subsequent reiterations of the plan check submittals.
Final Review
We anticipate that after no more than three (3) plan checks, NV5 will request that the developer submit final plans and associated documents, as required by the City for final review. NV5 will confirm 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.
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 all corrections based on compliance with specific 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 documenting noted deficiencies. Our
reviews are individually prepared for each project, and, while we use Agency standard checklists as a basis for
our review, we also review each individual project for site - specific impacts and technical merits — including boundary conditions and general construction considerations. Our Plan Review Reports are written to provide the design
team with a clear and concise understanding of the issues.
Comments from each discipline are grouped together for
easy reference, and each comment references a specific
item in the plans or specifications as well as a reference.
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 of our team's knowledge and all requirements of the City are satisfied.
Accelerated Plan Review
In most cases, we will complete the initial plan review in 10 working days and considerably less time for rechecks.
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.
Meetings
We will conduct and coordinate all communications with
the City for plan review comments to assure that plan
review issues are handled efficiently. 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 process yields exceptional benefits. We feel it is helpful to be involved in Development Review meetings for projects
subject to the Planning Review process.
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.
Our plan review process highlights the tools and
techniques we will employ to deliver quality, accurate, timely and responsive plan reviews:
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 City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 117
E. UNDERSTANDING OF SCOPE OF WORK
with the City at kickoff and progress meetings to discuss procedures, projects, and to maintain momentum and
project schedules.
Efficiently Meet Turnaround Deadlines and Maintain
Development Momentum. An emphasis will be placed on
our staff's 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, thorough,
accurate, and done right the first time.
INTEGRATED PLAN REVIEW PROCESS
The step-by-step review process that we follow for every plan check/review assures that review standards are
consistently implemented on each project.
We will implement a comprehensive program based on
best practices to validate that each and every review is thorough, accurate, consistent and timely.
This system's success is based on thousands of hours
of practical, real- world experience by our dedicated
personnel and their unique ability to interact quickly and efficiently with your staff. The specific 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
ordinance issues, and fielding calls on project status. 44 Analyzing Submittals: Our team will review and assess initial submittals for completeness, review title sheets and non -technical issues; maintain files; monitor due dates; monitor contract budget and status tracking reports; 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 Control and Constructability Review protocol for 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.
CLIENT TESTIMONIAL
[NV5]'s professionalism, responsiveness and commitment to exceptional customer service has greatly assisted the City in processing heavy current development demands as well as working through a backlog of over 30 projects that predated NV5's involvement with the City. — Amer Jakher, City of Beaumont
City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 118
F. REFERENCES
References
Below are contracts for which our team has provided similar services to those requested in this RFQ within the last five (5) years. NV5 does not have any terminated contracts.
Client References
111,111.1
City of La Habra Heights
Fabiola Huerta, City Manager, 562.694.6302, [email protected] City of El Monte
Lee Torres, PE, City Engineer, 626.580.2055, [email protected] City of VIIIa Park
Steve Franks, City Manager, 714.998.1500, [email protected] City of Dana Point
Matthew Sinacori, Director of Public Works/City Engineer, 949.248.3574, [email protected]
City of Seal Beach
Iris Lee, Deputy Public Works Director/City Engineer, 562.431.2527, ext. 1322, [email protected]
• On -Call Plan Check Support Services
(2016 -Current)
• On -Call Plan Check Services
(June 2019 -Current)
• On -Call Plan Check Support Services
(July 2016 -Current; previous
contract: 2011-2014)
• Plan Check Services
(January 2016 -Current)
• On -Call Plan Check Services
(2022 -Current)
City of Beaumont
Jeff Hart, Public Works Director, 951.769.8522, [email protected] • On -Call Plan Check, Inspection and
Stormwater Management Services
(2018 -Current; previous contract -
February 2016-2018)
County of San Bernardino
Michele Martin, Supervising Engineer, 909.387.5308,
[email protected]
City of Compton
John Strickland, Project Manager, 310.605.5505,
[email protected]
City of Pico Rivera
Kenner Guerrero, 6615 Passons Blvd., Pico Rivera, CA 90660, 562.801.4351, [email protected]
Riverside County Department of Transportation
Benjie Cho, Plan Check Senior Civil Engineer, 951.955.6880, [email protected] City of Desert Hot Springs
Jilleen Ferris, City Engineer, 760.329.6411, ext. 220, [email protected] City of San Diego
Gary Geiler, Assistant Director, City of San Diego Development Services Department, 619A46.5366, [email protected]
City of Ventura
Shawn Huff, Chief Building Official, 805.677.3963,
[email protected]
• On -Call Civil & Water Quality
Management Plan Check Services
(Civil) (2020 -Current)
• Plan Check & Traffic Engineering
Services (2022 -Current)
• On -Call Plan Checking Services
(2019 -Current)
• Grading, Hydrology, Hydraulic &
WQMP Review (2021 -Current)
• Plan Check Services
(April 2022 -Current)
• On -Call Plan Check + Inspection
Services (2022 -Current)
• Citywide Plan Check Review Services
(2022 -Current)
City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 119
G. CERTIFICATION OF PROPOSALS
RFQ No. PW-23-04 ON -CALL DEVELOPMENT PLAN CHECKING AND
ENTITLEMENT REVIEW SERVICES
APPENDIX C
CERTIFICATION OF PROPOSAL TO THE CITY OF PLACENTIA
1. The undersigned hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFQ), dated October 2023, and to be bound by the terms and conditions of the RFQ.
2. This firm has carefully reviewed its proposal and understands and agrees that the City is not responsible for any errors or omissions on the part of the proposer and that the proposer is responsible for them.
3. It is understood and agreed that the City reserves the right to accept or reject any or all proposals and to waive any informality or irregularity in any proposal received by the City.
4. The proposal includes all of the commentary, figures and data required by the Request for Proposal, dated October 2023.
5. This firm has carefully read and fully understands all of the items contained in Section 7, General Requirements. This firm agrees to all of the general requirements except for those disclosed by the firm in project proposal, listed on an attachment.
6. The proposal shall be valid for 90 days from October 5, 2023.
Name of Firm:
By: �r
(Authotzed signature)
Type Name: Jeffrey M. Cooper, PE
Title: Senior Vice President
Date: October 16, 2023
NV5, Inc.
33 City of Placentia I On -Call Development Plan Checking and Entitlement Review Services NV5 120
CITY OF PLACENTIA
PROFESSIONAL SERVICES AGREEMENT
WITH
BUREAU VERITAS NORTH AMERICA, INC.
THIS AGREEMENT is made and entered into this 21ST day of November, 2023 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and Bureau Veritas North America, Inc., a California corporation ("Consultant").
WITNESSETH:
A. WHEREAS, City proposes to utilize the services of Consultant as an independent contractor to provide on -call development plan checking and entitlement review services as more fully described herein; and
B. WHEREAS, Consultant represents that it has that degree of specialized expertise contemplated within California Government Code Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated; and C. WHEREAS, City and Consultant desire to contract for the specific services described in Exhibit "A" (the "Project") and desire to set forth their rights, duties and liabilities in connection with the services to be performed; and
D. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement.
NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows:
1.0. SERVICES PROVIDED BY CONSULTANT
1.1. Scope of Services. Consultant shall provide the professional services described in Consultant's Proposal ("Proposal"), attached hereto as Exhibit "A" and incorporated herein by this reference.
1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance with sound professional practices. Consultant also warrants that it is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.
1.3. Performance to Satisfaction of City. Consultant agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:
(a) Meet with Consultant to review the quality of the work and resolve the matters of concern;
(b) Require Consultant to repeat the work at no additional fee until it is satisfactory; and/or
(c) Terminate the Agreement as hereinafter set forth.
1.4. Warranty. Consultant warrants that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws, including, but not limited to, those laws related to minimum hours and wages; occupational health and safety; fair employment and employment practices; workers' compensation insurance and safety in employment; and all other Federal, State and local laws and ordinances applicable to the services required under this Agreement. Consultant shall indemnify and hold harmless City from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description including attorneys' fees and costs, presented, brought, or recovered against City for, or on account of any liability under any of the above -mentioned laws, which may be incurred by reason of Consultant's performance under this Agreement.
1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital status, sexual gender or sexual orientation, except as permitted pursuant to Section 12940 of the Government Code. Such actions shall include, but not be limited to the following:
employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation and selection for training, including apprenticeship. Consultant agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.
Consultant shall, in all solicitations and advertisements for employees placed by, or on behalf of Consultant shall state that all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, marital status, national origin, or mental or physical disability. Consultant shall cause the paragraphs contained in this Section to be inserted in all subcontracts for any work covered by the Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.
1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.
1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Consultant's sole cost and expense. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Consultant may engage during the term of this Agreement.
1.8. Confidentiality. Employees of Consultant in the course of their duties may have 2 Rev. 08/2017
access to financial, accounting, statistical, and personnel data of private individuals and employees of City. Consultant covenants that 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 written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this Section shall survive the termination of this Agreement.
2.0. COMPENSATION AND BILLING
2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A." Consultant's total compensation shall not exceed Three Hundred Fifty Thousand Dollars ($ 350,000.00).
2.2. Additional Services. Consultant shall not receive compensation for any services provided outside the scope of services specified in the Consultant's Proposal or which is inconsistent with or in violation of the provisions of this Agreement unless the City or the Project Manager for this Project, prior to Consultant performing the additional services, approves such additional services in writing. It is specifically understood that oral requests and/or approvals of such additional services or additional compensation shall be barred and are unenforceable.
Should the City request in writing additional services that increase the hereinabove described "SCOPE OF SERVICES", an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services.
2.3. Method of Billinc. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice.
Each invoice shall describe in detail, the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.
2.4. Records and Audits. Records of Consultant's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date.
3.0. TIME OF PERFORMANCE
3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A." The Project Schedule may be amended by mutual agreement of the parties. Failure to commence work in a timely manner and/or diligently pursue work to completion may be grounds for termination of this Agreement.
3.2. Excusable Delays. Neither party shall be responsible for delays or lack of performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the Consultant is encountered, a time 3 Rev. 08/2017
extension may be mutually agreed upon in writing by the City and the Consultant. The Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension.
4.0. TERM AND TERMINATION
4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of three years, ending on November 21, 2026, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties. One (1) two-year extension is available on Consultant performance and at the discretion of the City. Approval of the term extension is contingent upon City Council review and approval at the conclusion of the initial three-year term.s
4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Consultant. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates or abandons a portion of this Agreement such suspension, termination or abandonment shall not make void or invalidate the remainder of this Agreement.
If the Consultant defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.
The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.
4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including 4 Rev. 08/2017
the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein. In ascertaining the professional services actually rendered hereunder up to the effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.
4.4. Documents. In the event of termination of this Agreement, all documents prepared by Consultant in its performance of this Agreement including, but not limited to, finished or unfinished design, development and construction documents, data studies, drawings, maps and reports, shall be delivered to the City within ten (10) days of delivery of termination notice to Consultant, at no cost to City. Any use of uncompleted documents without specific written authorization from Consultant shall be at City's sole risk and without liability or legal expense to Consultant.
5.0. INSURANCE
5.1. Minimum Scope and Limits of Insurance. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement all the following minimum scope of insurance coverages with an insurance company admitted to do business in California, rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and approved by City:
(a) Broad -form commercial general liability, in a form at least as broad as ISO from #CG 00 01 04 13, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. If Consultant maintains higher limits that the specified minimum limits, City requires and shall be entitled to coverage for the high limits maintained by the Consultant.
(b) Business automobile liability for owned vehicles, hired, and non -owned vehicles, with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, each incident for bodily injury and property damage.
(c) Workers' compensation insurance as required by the State of California and Employers Liability Insurance with a minimum limit of $1,000,000 per accident for any employee or employees of Consultant. Consultant agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies. 5 Rev. 08/2017
Before execution of this Agreement by the City, the Consultant shall file with the Public Works Director/City Engineer the following signed certification:
I am aware of, and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers' Compensation or to undertake self-insurance before commencing any of the work.
The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for and maintaining in full force and effect for the duration of this Agreement, complete Workers' Compensation Insurance, and shall furnish a Certificate of Insurance to the Public Works Director/City Engineer before execution of this Agreement by the City.
The City, its officers and employees shall not be responsible for any claims in law or equity occasioned by failure of the consultant to comply with this section.
Neither the CITY nor any of its elected or appointed officials, officers, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Consultant under this Agreement are adequate to protect Consultant.
If Consultant believes that any such insurance coverage is insufficient, Consultant shall provide, at its own expense, such additional insurance as Consultant deems adequate.
5.2. Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions as worded below:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are addition- al insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; automobiles owned, leased, hired, or borrowed by the Consultant."
(b) Notice: "Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self -insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any canceled policy, the City may procure such insurance at Consultant's sole cost and expense."
(c) Other insurance: "The Consultant's insurance coverage shall be primary insurance as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy."
6 Rev. 08/2017
(d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers.
(e) The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
5.3. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self -insured retention to provide such coverage, the amount of such deductible or self -insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self -insured retention.
5.4. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. The certificates of insurance and endorsements shall be attached hereto as Exhibit "B" and incorporated herein by this reference.
5.5. Non -limiting. Nothing in this Section shall be construed as limiting in any way, the indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.
6.0. GENERAL PROVISIONS
6.1. Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to any matter referenced herein and supersedes any and all other prior writings and oral negotiations. This Agreement may be modified only in writing and signed by the parties in interest at the time of such modification. The terms of this Agreement shall prevail over any inconsistent provision in any other contract document appurtenant hereto, including exhibits to this Agreement.
6.2. Representatives. The City Administrator or his or her designee shall be the representative of City for purposes of this Agreement and may issue all consents, approvals, directives and agreements on behalf of the City, called for by this Agreement, except as otherwise expressly provided in this Agreement.
Consultant shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives and agreements on behalf of Consultant called for by this Agreement, except as otherwise expressly provided in this Agreement.
6.3. Project Managers. City shall designate a Project Manager to work directly with Consultant in the performance of this Agreement. It shall be the Consultant's responsibility to assure that the Project Manager is kept informed of the progress of the performance of the services and the Consultant shall refer any decision, which must be made by City, to the Project Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Project Manager.
Consultant shall designate a Project Manager who shall represent it and be its agent in all consultations with City during the term of this Agreement and who shall not be 7 Rev. 08/2017
changed by Consultant without the express written approval by the City. Consultant or its Project Manager shall attend and assist in all coordination meetings called by City.
6.4. Notices. Any notices, documents, correspondence or other communications concerning this Agreement, or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.
IF TO CONSULTANT:
Bureau Veritas North America, Inc.
220 Technology Drive, Suite 100
Irvine, CA 92618
Tel: 916-514-4516
Attn: Craig Baptista
IF TO CITY:
City of Placentia
401 E. Chapman Ave
Placentia, CA 92870
Tel: 714-993-8132
Attn: Chris Tanio
6.5. Attorneys' Fees. In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof.
6.6. Governing Law. This Agreement shall be governed by and construed under the laws of the State of California without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California. Consultant agrees to submit to the personal jurisdiction of such court in the event of such action.
6.7. Assignment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement.
6.8. Indemnification and Hold Harmless. Consultant agrees to defend, indemnify, hold free and harmless the City, its elected and appointed officials, officers, agents and employees, at Consultant's sole expense, from and against any and all claims, demands, actions, suits or other legal proceedings brought against the City, its elected and appointed officials, officers, agents and employees arising out of the performance of the Consultant, its employees, and/or authorized subcontractors, of the work undertaken pursuant to this Agreement. The defense obligation provided for hereunder shall apply without any advance showing of negligence, recklessness, or willful misconduct by the Consultant, its employees, and/or authorized subcontractors, but shall be required whenever any claim, action, complaint, 8 Rev. 08/2017
or suit asserts as its basis the negligence, recklessness, or willful misconduct of the Consultant, its employees, and/or authorized subcontractors, and/or whenever any claim, action, complaint or suit asserts liability against the City, its elected and appointed officials, officers, agents and employees based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable.
Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.
6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its 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, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.
6.10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor 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 subcontractors, 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 subcontractors 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.
6.11. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation which City might require. 9 Rev. 08/2017
6.12. Ownership of Documents. All findings, reports, documents, information and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant.
Consultant shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents.
6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information and data, including, but not limited to, computer tapes, discs or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 6250 et seq.).
Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 6254.7, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.
6.14. Conflict of Interest. Consultant and its officers, employees, associates and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090. During the term of this Agreement, Consultant and its officers, employees, associates and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute.
6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.
6.16. Prohibited Employment. Consultant will not employ any regular employee of City 10 Rev. 08/2017
while this Agreement is in effect.
6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following order, if applicable: This Agreement, the City's Request for Proposals, the Consultant's Proposal.
6.18. Costs. Each party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.
6.19. No Third Party Beneficiary Rights. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement.
6.20. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.
6.21. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.
6.22. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement.
6.23. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.
6.24. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.
11 Rev. 08/2017
6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.
6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written.
CITY OF PLACENTIA,
A municipal corporation
Date:
Damien R. Arrula, City Administrator
ATTEST:
Robert S. McKinnell, City Clerk
CONSULTANT — Bureau Veritas North America, Inc.
(r'aio baffisfit
Signature
Craig Baptista
Craig Baptista, Vice President, M.B.A.
06-1689244
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:
Christian L. Bettenhausen, City Attorney
12 Date:
Date:
11/8/2023
Rev. 08/2017
APPROVED AS TO INSURANCE:
Date:
Krystle Murillo, Risk Manager
APPROVED AS TO CONTENT:
°Axis teu/Li0
Chris Tanio, Deputy Director/City Engineer
DEPARTMENTAL APPROVAL:
buffs fsk
Luis Estevez, Deputy City Administrator
13 Date:
Date:
11/8/2023
11/8/2023
Rev. 08/2017
EXHIBIT A
CONSULTANT'S PROPOSAL AND SCOPE OF WORK
14 Rev, 08/2017
EXHIBIT B
CERTIFICATES OF INSURANCE AND ENDORSEMENTS
15 Rev. 08/2017
B U R E A U
RITAS
117 if
Altr, "71
PRO POSAL�=
CITY`OF PLACENTIAd ��:• ��•��
/�I •1-lttlli
ON:eA'L'L�DEVELOPMENT,PLAN C
AND ENTITLEMENT
October 26, 2023
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PRESENTED TO
City of Placentia
Attn: Chris Tanio, P.E.
Deputy Director/City Engineer
401 E. Chapman Avenue
Placentia, CA 92870
CONTACT REGARDING THIS PROPOSAL
Craig Baptista, M.B.A. (Management Contact)
Vice President - West, Plan Review & Inspection
220 Technology Drive, Suite 100
Irvine, CA 92618
P: 916.514.4516 I C: 916.291.9151
E: [email protected]
Proposal No. 7079835
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 I www.bvna.com
A. LETTER OF TRANSMITTAL
1 October 26, 2023
Attn: Chris Tanio, P.E.
Deputy Director/City Engineer
401 E. Chapman Avenue
Placentia, CA 92870
RE: Request for Proposals for On -Call Development Plan Checking and Entitlement Review Services Dear Mr. Tanio,
BUREAU
VERITAS
Bureau Veritas North America, Inc. (BV) is pleased to submit our qualifications to provide On -Call Development Plan Checking and Entitlement Review Services to the City of Placentia (City). We fully understand the scope of the work requested in the RFP which requests engineering plan check services in support of various public improvements associated with private development projects. Our proposal will highlight our previous experience of providing similar services to nearby jurisdictions.
We have the breadth and depth of resources, skills and expertise needed to provide the requested services for the City. We have served nearly 200 agencies throughout California in an on -call capacity since 1975, including engineering plan review. We are keenly aware of the desire for high -quality customer service, timely reviews, reliability, responsiveness and cost-effective solutions. Our commitment to provide accurate and appropriate solutions to our clients and our ability to quickly and efficiently meet the needs of the communities we serve makes BV an ideal partner for the City of Placentia. We offer optimal solutions to deliver quality services:
• Unparalleled civil plan review expertise by licensed and certified professionals • Proven experience in serving jurisdictions in Orange County and throughout California • Established relationships to ensure timely reviews, transparency and responsiveness • Depth of resources to maximize flexibility and deliver quality services • Electronic review and best practices to consistently meet turnaround schedules Our partnership with the City of Placentia will be managed through our Irvine office just 19 miles away, with support as needed by additional staff, enabling quick and efficient responses. The management representative with full authority sign an agreement to bind the firm is Craig Baptista, Vice President - West, Plan Review & Inspection.
The project manager responsible for day-to-day management of the project is Trang Huynh, P.E., C.B.O., Regional Manager.
BV looks forward to a successful, professional relationship with the City of Placentia by providing excellent On -Call Development Plan Checking and Entitlement Review Services by promoting transparency in our work, improving efficiencies and exceeding your expectations.
Sinerely,
r�J
iut
Craig Baptista, M.B.A. (Management Contact)
Vice President - West, Plan Review & Inspection
Bureau Veritas North America, Inc.
220 Technology Drive, Suite 100
Irvine, CA 92618
P: 916.514.4516 C: 916.291.9151
[email protected]
Trang Huynh, P.E., C.B.O. (Project Manager)
Regional Manager
Bureau Veritas North America, Inc.
220 Technology Drive, Suite 100
Irvine, CA 92618
P: 714.487.4223
[email protected]
BUREAU VERITAS ,'20 Technology Drive. Suite 10U, Irvine, CA 92618 P 714.431.4100 I www.bvna.com
B. TABLE OF CONTENTS
A. Letter of Transmittal 1
B. Table of Contents 2
C. Summary Sheet 3
Personnel Assigned to Project 4
Management Contact and Project Manager 5
Organizational Chart 7
D. Allocation of Resources 8
E. Scope of Work 16
F. References 19
G. Certification of Proposals 21
COST PROPOSAL Under separate cover
2 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 I www.bvna.com
C.1. SUMMARY SHEET
APPENDIX B: SUMMARY SHEET
RFQ No. PW-23-04 ON -CALL DEVELOPMENT PLAN CHECKING AND
ENTITLEMENT REVIEW SERVICES
APPENDIX B
SUMMARY SHEET
Firm Name: Bureau Veritas North America, Inc.
Bureau Veritas North America, Inc. is a wholly owned
Firm Parent or Ownership: subsidiary of Bureau Veritas Holdings, Inc.
Firm Address: 180 Promenade Circle, Suite 150
Sacramento, CA 95834
Firm Telephone Number: 916.725.4200
3 Firm Fax Number:
916.725.8242
Bureau Veritas North America, Inc. - 20 years (Incorporated in 2003) Number of years in existence: Bureau Veritas - 195 years (Founded in 1828) Management Contact (person responsible for direct contact with the City of Placentia and services required for this Request for Proposal):
Name: Craig Baptista, M.B.A.
Title: Vice President - West, Plan Review & Inspection
Telephone Number: 916.514.4516 Fax: 916.725.8242
Email: [email protected]
Project Manager (Person responsible for day-to-day servicing of the account):
Name: Trang Huynh, P.E., C.B.O. Title: Regional Manager/ Project Manager Telephone Number: 714.487.4223
Email: [email protected]
Fax: 916.725.8242
Types of services provided by the firm: Civil plan review and inspection, building plan review and inspection, fire plan review and inspection.
BUREAU VERITAS 220 Technolor y give, Suite 10u. Irvine, CA 921j P 714 431 4100 v dv.w.bvna.com
C.2. PERSONNEL ASSIGNED TO THE PROJECT
PERSONNEL SUMMARY
Below is a summary of qualifications of the personnel who will be assigned to the City of Placentia project team.
Name / Title/ Role
Experience
Degrees
Certifications / Registrations
Craig Baptista, M.B.A.
Management Contact
Vice President -West, Plan
Check & Inspection
20+years
M.B.A., Business Management
Six Sigma Green Belt Certified; OSHA 30 United
States Navy: Honorable Discharge
Trang Huynh, P.E., C.B.O.
Project Manager
Regional Manager
38+ years
M.B.A.; B.S., Civil Engineering
Leadership for Senior
Executives Certificate
Registered Professional Engineer: CA, #C36627;
ICC Certified: Building Official; California Certified
Green Building Professional; California Licensed
Real Estate Professional
Armil Allahyarian, M.S.
Business Unit Operations
Manager
7+years
B.S., Civil Engineering
M.S., Civil Engineering
CA Engineer in Training
ICC Certified: Building Plans Examiner
Orland Obtera, E.I.T., LSIT
Assistant Project Manager
27+ years
B.S., Civil Engineering
CA Engineer -in -Training, 113805; CA Land Surveyor -
in -Training, 6100; OSHA 30 Hour Certificate
Benjamin De La Cruz, P.E.
Civil Plan Review Engineer
29+ years
B.S., Civil Engineering
Registered Professional Engineer:
CA, #58892
Reza Soltani, P.E.
Civil Plan Review Engineer
19+years
B.S., Civil Engineering
Registered Civil Engineer:
CA, #76402
Craig Hamner, P.E.
Civil Plan Review Engineer
32+years
B.S. Civil Engineering
Registered Civil Engineer:
CA, #28745
W. Matthew Addington, PE,
PLS, QSD, QSP
Civil Plan Review Engineer
21+years
B.S., Civil Engineering
Registered Professional Engineer: CA, #C43770;
California Professional Land Surveyor; California
WQCB QSD/QSP; California WQCB QSD/QSP; ICC
Certified: Building Official
Wendy Haggard, P.E.
Civil Plan Review Engineer
12+years
M.S., Civil Engineering;
B.S., Civil and Environmental
Engineering
Registered Professional Engineer:
CA, #66422
Jee Choy, P.E.
Civil Plan Review Engineer
44+ years
M.S. Civil Engineering
B.S. Civil Engineering
Registered Professional Engineer: CA, #46287
Monte Bowers, P.E.
Civil Plan Review Engineer
46+years
B.S., Civil
Engineering
Registered Professional
Engineer:
CA,#26493
Ben Kang, E.I.T.
Civil Plan Review Engineer
5+years
B.S., Civil Engineering
Engineer -in -Training 175779
JosephAtienza
Principal Traffic/Lighting Mgr.
The Alliance Group (Sub)
25+years
B.S., Civil Engineering
CACE#77225
CA TE#02511
ZacharyEng,T.E.
Senior Traffic Engineer
The Alliance Group (Sub)
30+years
B.S., Electrical Engineering
California RTE#02124
4 BUREAU VERITAS 210 Tec hnolop,y Drive, Suite 100, Irvine, CA 92618 P 114.431.4100 I www.bvna.com
C.3. MANAGEMENT CONTACT AND PROJECT MANAGER
Craig Baptista
Management Contact / Vice President - West, Plan Check & Inspection
EDUCATION
M.B.A.
B.S., Business Management
REGISTRATIONS/
CERTIFICATIONS
Six Sigma Green Belt Certified
OSHA 30
United States Navy: Honorable
Discharge
PROFESSIONAL AFFILIATIONS
Occupational Safety and Health
Administration (OSHA)
International Code Council (ICC)
TOTAL YEARS OF EXPERIENCE
20+
Prior to joining Bureau Veritas, Craig served as Director of Operations and is a business professional experienced in leading multiple branch offices in various states. Craig has over 20 years of experience in the construction industry. He is results -oriented and has exceptional experience building and managing successful programs and relationships. He is a skilled communicator capable of articulating complex ideas in a concise and persuasive manner. Craig has proven experience as a facilitator of solutions for client problems and is a strategic thinker with the ability to translate vision into tactics. He is self -motivated, passionate and resourceful.
Craig has expertise identifying client needs and is able to execute problems quickly by utilizing his professional business management skills. He is equally effective working independently or collaborating with others.
SELECT PROJECT EXPERIENCE
Craig has managed various projects as Director of Operations and successfully reduced operating expenses by 18% through implementation of a preventative maintenance program and establishment of a baseline repair cost matrix. He provided leadership, mentoring, direction and training for a 35 member Operations team that included Branch Managers, Project Managers, and other staff. He developed annual business plans, market strategies, operations and sales goals which resulted in year over year growth. Craig has worked on various significant projects, including, but not limited to:
• Apple Campus II in Cupertino, CA
• Cal Trans - Bay Bridge Project in Oakland, CA
• Testa Gigafactory in Sparks, NV
• Souza Construction - Lemoore Naval Air Station Project in Fresno, CA • Advance Range Solution - Fort Hunter Liggett in Jolon, CA • Hensel Phelps - Mule Creek Prison in lone, CA
Vice President - West, Plan Check & Inspection
Bureau Veritas North America, Inc.
2015 - Present
Serves as Vice President for the West Coast code compliance division. Manages over 50 employees throughout California, Arizona, Nevada, Washington, and Utah. Oversees plan review and inspection activities to ensure BVNA has ample resources to meet turnaround times and provide quick response to inspection requests. Works directly with plan review team to gain efficiencies in turnaround times. Effectively reduced the number of reviews by promoting direct contact with designers and municipalities to remedy code deficiencies during the first and second reviews, allowing our team to approve projects during the second submittal phase. 5 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 I www.bvna.com
C.3. MANAGEMENT CONTACT AND PROJECT MANAGER
Trang Q. Huynh, P.E., C.B.O.
Project Manager / Regional Manager
EDUCATION
Master of Business Administration
B.S., Civil Engineering
Certificate of Completion -
Leadership for Senior Executives
REGISTRATIONS/
CERTIFICATIONS
Registered Professional Engineer:
CA, #C36627
ICC Certified:
Building Official
California Certified Green Building
Professional
California Licensed Real Estate
Professional
PROFESSIONAL AFFILIATIONS
International Code Council (ICC)
American Society of Civil
Engineers (ASCE)
California Building Officials
(CALBO)
Former Vice -Chair and member
of the City of Highland Planning
Commission
Past President of the Board of
Directors of the Central Business
Center in Upland
Past President of the
Foothill Chapter of ICC
TOTAL YEARS OF EXPERIENCE
39+
Trang is a licensed professional engineer and ICC certified building official with over 39 years of experience working in public and private services as executive director and plan review engineer.
He has implemented excellent public service programs and gained exceptional understanding of the building and safety division, community and economic development, public relations, redevelopment, financial and budget management, employee and organizational developments, and state and local officials. As a professor for Cambridge College in Southern California he has taught graduate and undergraduate classes in business, finance, and management. Trang has outstanding public relations, management, and problem solving skills with a proven record of strong and positive working relationships with local and state elected officials, inter -governmental agencies, business organizations, development community, labor groups, community groups, and residents. He was awarded the "Civil Engineer of the Year" award by the ASCE Chapter of San Bernardino and Riverside in 2011. He was also a recipient of the "Good Government Award" from the BIA Inland Empire Chapter in 2015. Finally, Trang has an excellent understanding of cultural diversity and knows how municipality services can be provided efficiently with an objective from "Good to Great".
Trang has held the position of Building Official for multiple jurisdictions, including City of San Clemente, City of Manhattan Beach, City of Rancho Cucamonga and City of Rialto.
SELECT PROJECT EXPERIENCE
Regional Manager, Southern California
Bureau Veritas North America, Inc.
2017 - Present
Directs the BVNA Building& Safety and Civil Engineering operations for the Southern California region, serving as the supervising building official and plan check engineer for multiple Southern California municipalities. Responsibilities include building official duties, special project management, managing contracts of permits, plan check, and inspection services for 24 jurisdictions.
Building and Safety Services Director
City of Rancho Cucamonga
2002 - 2017
As one of the executive team members of the City to directed and coordinated the work of the Community Development team. Managed all activities and operations of building and fire plan checks, permits, building and fire inspections, grading, community improvement, code enforcement, citizen volunteers for an affluent community of 175,000 people. Prepared and administered an annual operating budget up to $4,200,000. Supervised up to 40 employees, citizen volunteers and interacted with businesses, developers, designers and residents. Executive member of the City's economic development team to develop and implement the economic development strategy plans. Worked with other departments to manage the City's annual capital building and improvement projects. Excellent knowledge and understanding of managing municipal services from business improvements and economic developments to public safety. Has outstanding public relations, management, and problem solving skills. Have a proven record of strong and positive working relationship with local and State elected officials, inter -governmental agencies, business organizations, development community, labor groups, community groups and residents.
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 www.bvna.com
C.4. ORGANIZATIONAL CHART
ORGANIZATIONAL CHART
BV is able to support the entire scope of services outlined in the City of Placentia's RFP for On -Call Development Plan Checking and Entitlement Review Services. The organizational chart below represents some of our staff members with key personnel for this project highlighed in red. A summary of their experience appears on the following pages in this section, along with Management Contact and Project Manager resumes. Additional personnel with a breadth of knowledge and technical expertise are available as needed and their resumes can be provided upon request. 7 LEADERSHIP TEAM
Craig Baptista, M.B.A.
Management Contact /
Vice President - West, Plan Check & Inspection
Trang Huynh, P.E., C.B.O.
Project Manager / Regional Manager
Armil Allahyarian, M.S.
Business Unit Manager
Orland Obtera, E.I.T., LSIT
Assistant Project Manager
-.41111011111111111.11P-
PLAN REVIEW TEAM
Benjamin De La Cruz, P.E.
Reza Soltani, P.E.
Craig Hamner, P.E.
W. Matthew Addington, P.E., PLS, QSD/P
Wendy Haggard, P.E.
Jee Choy, P.E.
Monte Bowers, P.E
Ben Kang, E.I.T.
SUBCONSULTANT (Traffic Engineering)
The Alliance Group
Zachary Eng
Joseph Atienza
BUREAU VERITAS 710 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 I www.bvna.com
D. ALLOCATION OF RESOURCES
8 WELL POSITIONED TO MEET YOUR NEEDS
BV is committed to providing professional services to the City of Placentia requested in the City's RFP. Our firm is ded- icated to utilizing skilled personnel who provide efficiencies and other value added insights which may result in cost and time savings for the City and its community. BV is commit- ted to providing the highest level of customer service to the City of Placentia.
Bureau Veritas (BV) has a long history of providing code compliance services throughout the U.S., and globally BV is one of the world's leading providers of plan review and inspection services. Founded in 1828, BV is a corporation with global operations and digital solutions that go beyond simple compliance to help organizations large and small —across five continents —reduce risk, improve performance, and promote sustainable development. The worldwide BV network now
has over 80,000 employees with 1,500 offices. For the past 47 years, BV has provided code compliance services throughout California through its six offices in the state and nearly 200 employees. BV has more than 400 code compliance
professionals nationwide.
BV has provided extensive public works services including civil, structural, geotechnical, drainage, traffic and
environmental services for residential and commercial
projects, new building construction, industrial scale building projects and large scale power generation facilities. BV's approach to doing business aligns with the City's needs, providing a comprehensive framework for meeting the
needs of the community. BV continually strives to support the safety and well being of the jurisdictions we serve.
DAYS AND HOURS OF OPERATION
Monday- Friday
8:00 a.m. - 5:00 p.m.
After hours availability for emergencies and special requests
CUSTOMER SERVICE PHILOSOPHY
Our role is to serve the community on behalf of the
jurisdiction, while protecting the life and safety of the people.
We understand the importance of delivering a high level of customer service when supporting a jurisdiction with civil engineering and construction plan checks, inspections, and other community development -related activities. We have built our organization on acting with integrity, honesty, and professionalism.
WHAT SETS US APART
We are ideally suited to provide On -Call Development Plan Checking and Entitlement Review Services because we
possess:
Unparalleled Expertise
• Proven Track Record Nationally (500+ Agencies)
• Public Works, Building and Fire Life Safety
Consulting to Nearly 200 Agencies in California
• Municipal Management and Staff Augmentation
Expertise
• Key Staff That Have Helped Establish and
Implement the Latest Codes
Depth of Resources & Proximity to Meet Peak
Workloads
• 50+ Offices Throughout the U.S. - 7 Offices in
California including Irvine, Pasadena, Westlake
Village and San Diego in Southern California
• Registered Engineers and ICC-Certified Staff
Dedicated to Code Compliance
Best Practices and State -of -the -Art Processes to
Consistently Meet Turnaround Schedules
• Comprehensive, Formalized Plan Check
Procedures
• Award -Winning Web -Based Project Tracking and
Controls
• Electronic Plan Check to Save Time, Money and
Paper - A GREEN solution
• 99% Success Rate Meeting Review Turnaround
Schedules
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 www.bvna.com
D. ALLOCATION OF RESOURCES
9 RESOURCE ALLOCATION
BV has the ability to perform all of the requirements outlined in the City of Placentia's RFP with expansive available resources to meet the City of Placentia's needs for On - Call Development Plan Checking and Entitlement Review
Services. Each designated team member will support the
City's projects.
We are committed to meeting and exceeding your project
objectives and goals and are extremely well positioned to perform plan checking services for the various engineering plans, maps, and studies in the manner and time frame that has yielded accurate, timely, high quality and cost effective reviews for many clients over the past 40 years.
Our response will illustrate that BV can be the comprehensive provider of choice for all the City of Placentia's plan review contracting needs. BV is the firm with the right skill set to provide the City with On -Call Development Plan Checking and Entitlement Review Services. We are the largest plan review firm in the United States, with a long-established operation in California.
Our staff is registered, certified and dedicated to our municipal clients, In addition to meeting your civil plan review needs, BV can assist with other development review tasks, such as entitlement processing and developing conditions of approval, updating and incorporating policies, procedures, guidelines, and standards. BV offers a wide range of engineering and other services that may be employed to suit your evolving needs.
BV will always strive to deliver excellent service, and will work hard to meet and exceed your expectations regarding agreed upon review times. Our proposed program establishes the process necessary to ensure that the City will receive only the highest quality and timely reviews. We will provide the City and its submittal applicants with clear written comments to submitted documents with the objective of verifying
compliance with the City's adopted codes, zoning ordinances, drainage regulations and other adopted ordinances, policies and standards.
Our plan review team knows the value of clear and transparent communication and knows how to work together in
conjunction with the jurisdiction. This philosophy is put into practice in all of our projects and is a great value to our municipal clients. BV's experience, resources and knowledge enable us to provide the City with very competitive plan review fee and labor rates. Because of our extensive knowledge of municipal project plan review we are open to renegotiating future fees for large scale projects, on a case by case basis, as determined by the City.
As a result of our exceptional attention to customer service, large pool of experienced personnel and ability to provide value-added services like electronic plan review, BV is the right choice for meeting the City of Placentia's municipal engineering needs. By selecting BV, the City can be assured that their chosen firm is able to supply superior service. Our #1 goal is to meet and exceed the service levels required by our clients. We are committed to providing staff continuity, dose communication, immediate accessibility to staff and information, implementation of best practices and pro -actively solve issues not clearly identified in the code.
BV will pro -actively ensure exceptional customer service, balance development momentum with code compliance/
processing requirements and seamlessly serve as an extension of your staff. The City can be confident that BV is the right choice for your On -Call Development Plan Checking and Entitlement Review Services needs.
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 I www.bvna.com
D. ALLOCATION OF RESOURCES
10 METHODOLOGY
Our team becomes familiar with the requirements of a
public agency before beginning a review and continually monitors trends and legislation in order to advise the City on ordinances and standard practices to consider for adoption.
BV has extensive public sector experience, which assures that public interests are fully protected. We understand that careful consideration of issues and impacts is needed in addition to technical expertise. We have devoted a great de& of time over the years to refining our approach and developing documentation to assist our clients and train our staff to ensure highly efficient plan review procedures.
BV will work to ensure that submittals are properly
coordinated and tracked by following an established internal plan check coordination process in which each plan received for review is entered into our database, processed and
returned on time to the client. Our plan tracking procedures are designed to track each submittal throughout the review process and maintain accurate and comprehensive records for each submittal. To accomplish this we:
• Screen and log each application to assure that they
are routed to all plan reviewers in a timely manner.
Submittals are reviewed for compliance with all
ordinances and the City of Placentia's codes. The
log serves as a tracking device to assure turnaround
times and completeness of the review.
Plan reviews will be done in accordance with local,
state and federal regulations with which local
jurisdictions are mandated to enforce as well as all
codes and ordinances in effect by adoption at the
time of plan review. Preliminary consultations will
be provided to the applicant upon request, to assist
and guide them in the design and plans preparation
process.
Information shown on each permit application
is verified. Construction valuation is based on
information provided by the City of Placentia and
compared to estimates provided by the applicant.
• Provide a thorough civil plan review of design
drawings and details for compliance with all state
and local codes
• Preparation of a review letter report
• Review of developer response letter to the review
• Plan review management.
• BV assures that corrections are handled as quickly
and as clearly as possible. Our goal is to help the
applicant through the plan review process. All
corrections are identified based on compliance with
specified codes and regulations.
Generally, corrections are identified in two ways. Notes are made on plans during electronic review or on hard copy
plans if appropriate and a correction sheet is generated detailing what items need to be addressed before plans can be approved. The City shall approve the development of any customized correction sheets. Correction sheets for specific projects shall be forwarded to the City along with a cover memo containing at least the following:
• The date(s) plans were received and reviewed
• The date(s) the applicant was notified of completed
plan reviews
• The name and telephone number of the applicant
During the plan review process, BV is prepared to meet
with the applicant or architect/engineer, City employees or consultants at any time. Telephone discussions or meetings at project sites are welcomed to assure that any plan review issues are handled efficiently. We propose to meet at the offices of the engineering division or at a particular project site. Our goal is to issue approved plans as quickly as possible but in full compliance with laws, codes, ordinances and regulations. Upon completion of the plan review, the following information package is prepared and logged as a minimum:
Completed plan check documents including sign -offs
Transmittal letter documenting any conditions
associated with issuance of a permit, if any
Marked up plan review documents
• Two sets of approved building plans
• Backup documents and reports
• Documents provided in desired City format
Transmittal of Plans and Correction Lists
BV assumes responsibility for the pickup and return of plans.
All plans shall be picked up from the City offices within 24 hours of notification. Should the volume of work be
sufficient, we propose to establish regular pick up of plans on a consistent basis. We will also utilize shipping courier, at no additional cost to the City. Upon completion of each plan review, we will forward a copy of the correction list to both the City and the applicant, by email. When corrected plans are resubmitted, the previous procedure will be followed or the applicant may schedule an office visit to go over any corrections in person. When plans are completed they are stamped, signed and forwarded by BV staff. Our transmittal forms will be customized for the City of Placentia.
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 I www.bvna.com
D. ALLOCATION OF RESOURCES
11 Plan Review Turnaround Times
Bureau Veritas is able to meet or exceed the City of
Placentia's requirements for plan review turnaround times.
Typical timeframes for delivering services are:
Type of Plan Check
Turnaround Times
Standard
Initial Submittal
8 business days maximum
Subsequent Submittals/
Resubmittals
5 business days maximum
Extremely Large or
Complex Projects
Varies based on scope
and size of project
Fast Track
Initial Submittal
5 business days maximum
Subsequent Submittals
3 business days maximum
Quality Control
To ensure that the work assignment is being performed at the highest professional level, BV relies on the management and technical excellence of its personnel and a proven
QA/QC program. This assures the quality of all the work performed under this contract meets client approval. BV has developed and implements corporate QA policies, consistent with all applicable federal and state regulatory requirements and standards, covering all aspects of project performance, technical quality, and peer review. These policies are
implemented at each professional and technical level to provide a well-balanced, independent QA program, which
assures the quality of reports, technical reviews, annuals and other documentation prepared by BV. This ensures that the product is consistent with the established standards from the standpoint of quality, validity, and legal defensibility.
Quality Assurance Program
At BV, we all share the responsibility for continual
improvement of our quality management process and
believe that our program, supported by our BV business
model and our code of ethics, will ensure the continual delivery of high quality products and services to City. Like the City of Placentia, BV believes in community health
and wellness. We will establish BV as a City of Placentia preferred supplier in conformity assessment and certification services in the fields of quality assurance, health and safety, environment, and social responsibility (QHSE).
Our quality management system provides the framework
for continual improvement of our internal management
processes and resources which will in turn add value for City through the services offered and delivered. In addition, our quality management system gives the company and City the confidence that the provision of services and products will be delivered consistently to predetermined high standards.
Budget Controls
Budget control is achieved by closely monitoring work
assignment labor and direct expenses. Work reports must be completed by each individual and the labor hours must be approved by the project manager before being charged to the project. Similarly, expense reports, and other direct expenses must be approved by the project manager prior to entering the cost data system. and progress on deliverables. In addition, an internal schedule including critical milestones and deliverable due dates will be established prior to initiating the task work, allowing time for editorial and technical review and changes.
Once placed in the system, the following budget control reports will be produced by our accounting group and will be available for review by the project manager.
The Labor Report - Identifies task -specific personnel, budgeted labor hours, current week's hours,
cumulative hours expended, and remaining hours
under each task.
Project Detail Report- Provides records of all
direct expenses and labor cost. It also indicates the
overall work assignment status, including hours and
expenses budgeted, current and cumulative charges,
and remaining balance.
The BV project manager will inform the designated client representative on the status of the budget, percent of budget used, and work accomplished.
Schedule Controls
Work assignment schedules will be managed on several levels.
The project manager will maintain regular contact with the City of Placentia manager to communicate the project status
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 I www.bvna.com
D. ALLOCATION OF RESOURCES
12 TECHNOLOGIES AND INNOVATIONS
BV's staff utilizes a series of proven technologies to streamline service delivery, enhance communication, and promote
transparency. The firm uses electronic plan review, where reviews and comments are accessible in real time on-line. These tools encourage collaboration, enhance expedited requests, save money and time, reduce waste and storage space, build consensus, and promote project transparency.
Fast Track Plan Review
BV provides plan review activities on a fast track basis to reduce the impact on project contraction schedules. Turnaround times for each submittal relate to the size and nature of the submittal and impact on the project schedule. To reduce turn around times for plan review, the firm uses electronic submittals, phased submittals, conference calling, videoconferencing, and site visits by plan review staff.
BV has built long-term partnerships with many agencies and municipalities. The firm understands accuracy, efficiency, and integrity in all aspects of professional services is required. Testimony to BV's professional excellence is the fact it has a large number of repeat clients and client referrals.
Because of the firm's large pool of accessible resources it is able to assemble experienced personnel in order to assist with project schedule recovery when necessary. BV maintains efficient turnaround times on all reviews as a key measurement of its performance for plan review services.
BV also accommodates preliminary reviews to facilitate
fast tracked or accelerated projects. This aids with timely turnaround and creates good public relations. The firm's staff makes recommendations for resolutions if requested.
The firm also meets with agencies, City staff, and citizens, as needed, to discuss its findings.
Digital Plan Review
Bureau Veritas has successfully implemented and utilized digital plan review in over 60 federal, state, and local agencies for multiple years.
Digital plan review uses software which presents customers with a convenient alternative solution to printing and
delivering paper plans to City offices at zero cost. This modern solution has become especially valuable as
municipalities seek to continue service delivery to their communities while focusing on their health and safety
during the C0VID-19 crisis.
The proposed personnel have extensive experience using
multiple digital plan review software platforms, including Bluebeam Revue, eTRAKiT, Acce(a, CityTech, ProjectDox,
energov, Central Square, and Cityworks. Additionally, the firm has its own system which it can offer to the City of Placentia.
By utilizing digital methods, plan review personnel can quickly and accurately review plans for compliance with applicable codes. Plans are submitted via the secure and confidential GoPost applicant portal, a proven system
accessible through the Internet. Clients who have a plan review going through the online process are able to see where their plans are in the review process, ask questions, receive comments, submit updates, and more. GoPost
accepts multiple file types, from AutoCAD to PDFs, Word, and more. Digital plan review has numerous advantages
including, but not limited to, the following:
Eliminate the need to physically print and carry
plans to the City
• Know project status at all times
• Use the online portal to communicate with
the review team
• Reduce printing and courier costs
Digital plan submittal and commenting allows for economical movement of plans and quick turnaround. Plans with
comments can be viewed and discussed as needed to
resolve issues quickly and efficiently.
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 I www.bvna.com
D. ALLOCATION OF RESOURCES
ACCURATE, TIMELY AND RESPONSIVE PLAN REVIEWS
Our plan review process highlights the tools and techniques we will employ to deliver quality, accurate, timely, and responsive plan reviews:
• Reliable & Responsive Service. Our project manager, through our CARE plan review and processing program, proactive communication, proven project management tools, and best practices, 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 your convenience to discuss procedures and projects to maintain momentum and schedule. • Efficiently Meet Turnaround Review Schedule & Maintain Development Momentum. A premium will be placed on our staff's already well-grounded knowledge of your processes and requirements to proactively facilitate communication and pro- cessing. We will work to ensure proven quality assurance and schedule control measures are implemented. • Maintain Accuracy & Cost Savings Through Proven Processes & Continuity. Bureau Veritas is able to provide integrated, standardized processes and innovative digital, web -based solutions at no additional cost. Utilized by seasoned staff members who have worked successfully on plan review projects, this helps ensure that reviews are consistent, thorough, accurate and done right, the first time. We are able to customize our approach for the City based on your needs in order to deliver solutions with positive results.
• Customized Check Lists and Tracking Logs. A key to maintaining close communication is the ability to give the stakehold- ers status updates on where their projects are in the review process. We will utilize customized check lists and tracking logs for the City of Placentia according to your needs to ensure the successful delivery of our services. 13 BUREAU VERITAS 2.20 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 I www.bvna.com
D. ALLOCATION OF RESOURCES
CARE PROGRAM - A PROVEN, FORMALIZED
& INTEGRATED PLAN REVIEW PROCESS
The plan review process is shown in the flowchart below and managed through our CARE Program, a formalized and integrated process whereby Coordination, Analytical, Review, and Expert management/quality control functions are consistently imple- mented on each and every project. We will implement a compre- hensive program based on best practices to validate that each and every review is thorough, accurate, consistent, and timely. This system's success is based on thousands of hours of practical, re- al -world experience by our dedicated personnel and theft unique ability to interact quickly and efficiently with your staff. The specific roles of each of our CARE elements include:
Coordinator: Our clerical staff will handle various administrative functions, such as logging information (project tracking, time bud- geting), managing project controls, maintaining and distributing communications, reviewing agendas and ordinance issues, and fielding calls on project status. The Coordinator is the first line of contact for each project submittal.
Analyst: Our analysts will review submittals, title sheets, and non -design items; maintain files; monitor due dates; monitor con- tract budget and status tracking reports; and coordinate invoicing.
Our analysts also maximize and "right place" staff resources to
PLAN REVIEW PROCESS
City of Placentia __)...
Assigns Project
14 meet turnaround times in a quality manner. When assigning resubmittals to staff, our Analyst ensures consistency by passing the project to the same reviewer that performed the previous reviews. Reassignments are done when unforeseen circumstanc- es dictate.
Reviewer: Our experienced public works plan reviewers will routinely review agency standards, ordinances, guidelines, and checklists; create comments letters; coordinate project return with the coordinator; attend review meetings; and communi- cate questions/solutions to project stakeholders. Because of our depth of resources and project tools (checklists, corrections letters, etc), reassigned projects can be reviewed without missing deadlines or causing unnecessary rechecks.
Expert: Our experts will provide quality review of applicable plans, studies, and reports in accordance with all accepted engineering and industry professional practices and shall comply with the applicable regulations; visit the client contact regularly; monitor project progress with the reviewer; disseminate project/ agency information to the team; train team members; peer re- view comments letters; and communicate questions/solutions to stakeholders. Our Experts provide the quality assurance reviews to each project which will minimize the number of resubmittals. 0 0 0 0
Coordinator Analyst Reviewer Expert
Bureau Veritas
Receives Plans & •
Enters Information Into
Web -Enabled System &
Tracking Log
Submittal Intake
Checklist
Discuss Key Issues
with City
Title Sheet & Bond
Estimate Review
Distribute Plan to
Appropriate Plan
Reviewers
•
Storm Drain
- Improvement Plan —
Review
Street
- Improvement Plan —
Review
Sewer
- Improvement Plan —
Review
Rough & Precise
—7► Grading Plan —
Review
.�; NPDES/WQMP
Review
Structural Plan
Review
Tract & Parcel
Maps
_.. Quality Review
1 Prepare Corrections
Memo
Enter Information
Into Web -Based _
Tracking System
Return to the City
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 I wwwbvna.com
D. ALLOCATION OF RESOURCES
LOCATIONS AND PROXIMITY
We propose a highly qualified, multi -faceted core team of professionals dedicated to assisting the City of Placentia. Our team is comprised of experienced engineers, plans examiners, inspectors and other public works professionals. All members are cross - trained to provide broadest levels of service, while minimizing staff expense. Bureau Veritas' existing Placentia office has been set up to serve the City and is poised to seamlessly deliver additional services. In California, we have 6 offices dedicated to municipal clients and code compliance services. These locations are illustrated below.
IRVINE
220 Technology Drive, Suite 100
Irvine, CA 92618
Tel: 714.431.4100
PASADENA
600 N. Rosemead Blvd., Suite 205
PASADENA, CA 91107
Tel: 626.325.9800
WESTLAKE VILLAGE
250 N. Westlake Blvd., Suite 150
WESTLAKE VILLAGE 91362
Tel: 805.230.2888
SAN DIEGO
9988 Hibert Street, Suite 100
SAN DIEGO 92131
Tel: 858.863.2000
SACRAMENTO
180 Promenade Circle, Suite 150
SACRAMENTO 95834
Tel: 916.725.4200
SANTA ROSA
111 Santa Rosa Ave, Suite 406
SANTA ROSA 95404
Tel: 707.206.1265
Dedication to Comprehensive Service Delivery
BV has an extensive background in public works, plan-
ning, building, engineering, inspections and fire services.
The firm's range of experience in this unique arena covers literally every key area of service defining an engineering department in today's industry. The firm is skilled at helping existing departments augment or refine their current level of client service or capable of crafting a department from the ground up. Service offerings include:
• Engineering Reviews
• Construction Inspection
• Planning
• Permitting
• Plan Review - Building & Fire
• Inspections
• Code Interpretation
• Code Adoption and Ordinance Preparation
• Planning and Zoning Meeting Attendance
• City Council Meeting Attendance
• Building Official Duties
• Permit Tracking and Record Keeping
• Budget and Staffing Planning
• Pre -Design and Pre -Construction Meetings
• Fee Schedule Evaluation and Updates
15 SAN LUIS OBISPO
1411 Marsh St. Suite 107,
SAN LUIS OBISPO 93401
Tel: 805/92.1109
www.bvna.com
Toll Free: 877.235.0653
\""itosail
BV is committed to providing professional services that will utilize skilled personnel who provide efficiencies and other value added insights which may result in cost and time
savings for the City and its community. BV is committed to providing the highest level of customer service to the City and its citizens.
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 I www.bvna.com
E. UNDERSTANDING OF SCOPE OF WORK
PROJECT UNDERSTANDING
BV has an understanding of the On -Call Development Plan Checking and Entitlement Review Services needed by the
City of Placentia and wilt be able to administer all of the duties and responsibilities set forth in the RFP. Our highly qualified team will seamlessly assist the City in meeting the requested needs.
Within established timeframes, BV will review work submitted to the City by private land owners/developers and/or their engineers/surveyors and shall provide experienced personnel, equipment, and facilities to perform plan checking services as related to the following areas and requirements outlined in the RFP:
• Entitlement Review
• Subdivision Maps
• Hydrology and Hydraulics
• Street Improvement Plans
• Grading Plans
• Water, Storm, and Sewer Plans
• Traffic Studies (performed bysubconsultant)
• Water Quality Management Plans
CIVIL PLAN REVIEW SERVICES
BV's extensive experience providing On -Call Development Plan Checking and Entitlement Review Services to public agencies throughout California enables us to evaluate items which are essential to providing effective services to the City.
We offer services that range from reviewing and inspecting a single, complex or unique project to handling all plan review and inspection needs fora City. Our staff are dedicated to providing the highest level of customer service and ensuring that all work is in conformance with all requirements. Our resources can be adjusted on fast -track projects, as needed, to meet demanding schedules.
Plan Review Compliance Standards
Our professional staff evaluates all city, state, and federal requirements applicable to the project before beginning a review. Requirements for civil infrastructure originate from multiple sources including statutory requirements, local ordinances and design guidelines, federal requirements
including ADA and NPDES, state requirements including Title 24, and the requirements of any affected utilities, districts, or agencies.
Civil infrastructure and site plans are reviewed for
conformance to the following quality standards:
• Greenbook
• Geotechnical Report recommendations
• Conditions of Approval of the use permit or
Tentative Map
• Municipal Code and local ordinances
• Jurisdiction's design guidelines and standard plans
and specifications
• ADA and Title 24 accessibility standards
• NPDES C.3 requirements when applicable
• Environmental mitigation requirements
• Requirements of affected outside agencies and
utility districts
Our professional plan reviewers will provide a
comprehensive assessment of the conformance of
submitted improvement plans to these quality standards.
Improvement Plan Review Tasks
The following outlines our typical scope of services for the review plans:
• Check design for conformity to the approved
tentative map and conditions of approval
• Evaluate the layout for consistency with the final
map
• Review grading plans for consistency with the
applicable drainage standards and grading
ordinance
• Erosion and sediment control provisions
• Storm Water Pollution Prevention Plans and RWQCB
N.O.I.
■ Review horizontal and vertical alignment of streets
for conformance to the applicable street design
standards, check pavement structural section
against geotechnical recommendations
• Review storm and sanitary sewer systems and
hydrology/hydraulic calculations
• Review water distribution system for fire hydrant and valve spacing
• Street light spacing, and location for potential
conflicts
■ Review underground utilities for crossing clearances
and conflicts
■ Review for compliance with outside agency
requirements
• Review quantities, estimates and schedules
Prompt delivery of quality plan reviews is the hallmark of our service. Ideally, the review process involves no more than two plan submittals, perhaps three under extraordinary circumstances. To achieve this, it is important for the plan reviewer to see the "big picture" during the approval process, 16 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 I www.bvna.com
E. UNDERSTANDING OF SCOPE OF WORK
17 and to expedite the review, while assuring adherence to all City standards and requirements.
At the completion of each review, comments noting
any deficiencies are prepared for the applicant. Review comments may be distributed by the City staff, or directly to the applicant by BV, depending on the City's preference.
Copies of review letters are always forwarded to the City for its records and files. Our customary practice is to provide comments in narrative form in a memorandum. We find this method to be more precise than just marking the submittal alone. Additionally, this method facilitates the transmission and preservation of comments in electronic format.
Development Review & Entitlement Processing
Accurate, timely Civil Engineering Plan and Final Map
Reviews facilitating land development projects requires a strong public -private partnership. Project momentum must be balanced with engineering, water quality, traffic, public safety, and final map plans that comply with applicable codes, requirements, and design standards. The various
parties need impartial counsel from registered engineers and land surveyors and quick turnaround review comments.
Development review and entitlement processing involves
working seamlessly with the public agency and developer in the preliminary planning stages to facilitate development agreements along with the review of civil engineering plans and maps for conformance with conditions of approval along with local and other applicable ordinances and standards.
All work is performed under the direction of a registered Civil Engineer. BV utilizes proven best practices, staff specialists, and comprehensive web -based tools to provide timely
review, responsiveness, and accurate and detailed review comments.
Our Approach
Scope definition
BV will meet with the client to define their scope of services, project performance needs and expectations, turnaround
review schedule, communication and work flow process
protocol, and key stakeholder contacts. Setting expectations initially promotes a partnership to create a customized solution that achieves project goals.
Implementation
Our firm has formulated a Quality Control program that
is used to effectively manage the development review
and entitlement processing workflow. Through our CARE
(Coordinator, Analyst, Reviewer, Expert) Program, our team of professionals ensures thorough, accurate, and consistent services.
Communication
Our staff utilizes a series of proven technologies to
streamline service delivery, enhance communication, and promote transparency. We are adept in the use of the City's preferred platform, Bluebeam Revue. BV also has its own comprehensive, web -based project management system
that delivers secure access 24/7 to project data, generates e-mail updates, and digitizes the entire plan review, map review, and inspection process. We also use electronic plan review, where reviews and comments are accessible in real time via the web. These tools encourage collaboration,
enhance expedited requests, save money and time, reduce waste and storage space, build consensus, and promote
project transparency.
Map Review and Land Surveying
Final Maps and Parcel Maps - Our professional staff can provide comprehensive City Surveyor services as may be
required by the City:
Final Maps and Parcel Maps- Review Final Maps and
Parcel Maps for conformance to the requirements of the
Subdivision Map Act, the Land Surveyors Act, the City's Municipal Code and ordinances, the approved Tentative
Map, and any conditions of approval which have been set by the Planning Commission. Certify the technical accuracy of approved maps in accordance with §66442 and §66450 of the Subdivision Map Act.
Reversions to Acreage - Review Reversions to Acreage Maps prepared pursuant to §66499.11 of the Subdivision Map Act.
Lot Line Adjustments and Parcel Mergers - Review of legal descriptions prepared to affect Lot Line Adjustments
pursuant to §66412(d), and Parcel Mergers pursuant to
§66451.10 of the Subdivision Map Act.
Legal Descriptions and Plats - Review and/or preparation of legal descriptions and plats for right-of-way takes, easements, or for other purposes when necessary.
Certificates of Correction - Review of proposed map
amendments and Certificates of Correction prepared
pursuant to §66469 of the Subdivision Map Act.
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 I www.bvna.com
E. UNDERSTANDING OF SCOPE OF WORK
SUBCONSULTANT
Traffic Engineering
THE ALLIANCE GROUP
ENTERPRISE, INC.
By is proud to partner with The Alliance Group Enterprise, Inc. (TAGE) for the traffic engineering portion of the work for the City of Placentia. The Alliance Group Enterprise, Inc (TAGE) is a California based transportation engineering firm which is headquartered in Los Angeles. TAGE provides a
wide spectrum of design and management services that
culminate in a wide range of Project/Program Management, Construction Management, Project Controls and Engineering Design Services. The firm is certified as SBE, DBE, MBE and LSBE. With 25 team members supported by several
professional engineers, TAGE has significant experience working on various sizes of projects with agencies and
organizations such as Caltrans, FHWA, FTA, County of Los Angeles, City of Los Angeles, County of Los Angeles along with railroads such as Union Pacific Rail Road (UPRR),
Burlington Northern Santa Fe (BASF), Metrolink (SCRRA) as well as many large and small local agencies.
18 BUREAU VERITAS 2.20 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431,4100 I www.bvna.com
F. REFERENCES
REFERENCES
BV has provided similar municipal services to nearly 200 jurisdictions throughout California since 1975. The following are select references of clients to which we have provided services as the prime consultant over the last five years.
ENGINEERING PLAN CHECK/MAP REVIEW (2013 - PRESENT)
Orange County Public Works 601 N Ross St, Santa Ana, CA 92701 Contact: Hadi Tabatabaee PE, CBO, CGBP, CASp , Building Official Address: Phone/Email: 714.667.8843 I [email protected] BV performs review of private developer plans for major and minor subdivision map development projects to comply with OCPW standards requirements. Plan review involves grading plans, public street improvements, composite underground utility for storm drain, sewer, water plans, hydrology and hydraulics report, erosion control, storm water BMP compliance and engineer's cost estimate.
CIVIL PLAN REVIEW (2022 - PRESENT)
City of Chula Vista 276 Fourth Avenue, Bldg B, Chula Vista, CA 91910 Contact: Ramon Esquer, PE, CPSWQ, QSD/QSP, Senior Civil Engineer Phone/Email: 619.476.2557 I [email protected]
BV reviews private developer plans to City for permit applications for public improvement plans.
Includes grading plans, public street improvements, composite underground utility for storm drain, sewer, water plans, hydrology.hydraulics report, erosion control, storm water BMP compliance and engineer's cost estimate. Currently plan checking 7 public improvement plans for private ENGINEERING PLAN CHECK/MAP REVIEW (2018 - PRESENT)
City of Santa Rosa 100 Santa Rosa Avenue, Suite 3, Santa Rosa, CA 95404 Contact: Gabe Osburn, Deputy Director of Development Services Phone/Email: 707.543.3839 I [email protected]
BV performs plan check of private developer plans for major and minor subdivision map develop- ment projects. Involves review of final map, grading plans, public improvement plans, composite underground utility for storm drains, sewer, water plans, storm water control plans, hydrology/hy- draulics report, signing and striping plans, on -site retaining wall plan.
CIVIL AND LANDSCAPE PLAN REVIEW (2022 - PRESENT)
City of Santa Clara 1700 Walsh Avenue, Santa Clara, CA 95050 Contact: Dave Staub, Deputy Director of Public Works
Phone/Email: 408.615.3086 I [email protected]
BV conducts review of private developer plans submitted for City planning and building permit applications for Storm Water Compliance, Solid Waste and Landscape city standards requirements.
Involves Grading plans, Public street improvements, composite underground utility for storm drain, sewer, water plans, hydrology and hydraulics report, erosion control, City storm water BMP compliance and engineer's cost estimate. BV has performed approximately 50 plan review projects for the City.
CIVIL PLAN REVIEW (2023 - PRESENT)
City of Hermosa Beach 1315 Valley Dr., Suite 100, Hermosa Beach, CA 90254 Contact: Michelle Licata, Associate Engineer
Phone/Email: [email protected] 1310.318.0228
BV performs review of private development projects to comply with City of Hermosa Beach Public Works standards requirements. Plan review involves public street improvements, grading plan, composite underground utility for storm drain, sewer, water plans, hydrology and hydraulics report, erosion control, storm water BMP compliance and engineer's cost estimate. 19 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 I www.bvna.com
F. REFERENCES
CALIFORNIA JURISDICTIONS SERVED
Below is a select list of clients BV has served in an on -call capacity, including engineering plan review services.
Southern California Cities
City of Agoura Hills
City of Aliso Viejo
City of Alpine
City of Anaheim
City of Anza
City of Beverly Hills
City of Blythe
City of Brea
City of Burbank
City of Carson
City of Cathedral City
City of Chino
City of Chino Hills
City of Chula Vista
City of Commerce
City of Corona
City of Costa Mesa
City of Covina
City of Culver City
City of Desert Hot Springs
City of El Centro
City of Escondido
City of Fillmore
City of Fontana
City of Fullerton
City of Garden Grove
City of Glendale
City of Hesperia
City of Huntington Beach
City of Imperial County
City of Indio
City of Irvine
City of Irwindale
City of Jurupa Valley
City of La Mesa
City of La Quinta
City of Laguna Hills
City of Laguna Niguel
City of Lake Elsinore
City of Lancaster
City of Lawndale
City of Lompoc
City of Long Beach
City of Los Alamitos
City of Malibu
20 City of Manhattan Beach
City of Mojave Desert
City of Moreno Valley
City of Murrieta
City of Needles
City of Newport Beach
City of Norco
City of Oceanside
City of Ojai
City of Ontario
City of Orange
City of Oxnard
City of Palm Desert
City of Palm Springs
City of Pico Rivera
City of Placentia
City of Pomona
City of Port Hueneme
City of Poway
City of Rancho Cordova
City of Rancho Cucamonga
City of Rancho Mirage
City of Rancho Palos Verdes
City of Rancho Santa
Margarita
City of Sacramento
City of San Bernardino
City of San Clemente
City of San Diego
City of Santa Ana
City of Santa Barbara
City of Santa Clarita
City of Santa Maria
City of Santa Monica
City of Santa Paula
City of Simi Valley
City of Solvang
City of South El Monte
City of Southgate
City of Thousand Oaks
City of Torrance
City of West Covina
City of West Hollywood
City of West Sacramento
City of Whittier
City of Ventura
City of Yorba Linda
Southern California
Counties
County of Alpine
County of Los Angeles
County of Riverside
County of San Diego
County of San Bernardino
County of San Luis Obispo
County of Santa Barbara
County of Orange
County of Riverside
County of Ventura
Northern and Central
California Cities
City of Alameda
City of American Canyon
City of Anderson
City of Atascadero
City of Bakersfield
City of Benicia
City of Brawley
City of Burlingame
City of Citrus Heights
City of Coalinga
City of Colfax
City of Dublin
City of East Palo Alto
City of Elk Grove
City of Eureka
City of Fairfield
City of Folsom
City of Galt
City of Lake County
City of Lathrop
City of Lincoln
City of Manteca
City of Menlo Park
City of Merced
City of Modesto
City of Monterey
City of Morro Bay
City of Mountain View
City of Napa
City of Newark
City of Paso Robles
City of Patterson
City of Pismo Beach
City of Pittsburg
City of Rocklin
City of Roseville
City of Sacramento
City of San Jose
City of San Luis Obispo
City of San Marcos
City of San Mateo
City of San Pablo
City of Santa Cruz
City of Santa Maria
City of Santa Rosa
City of Soledad
City of South Lake Tahoe
City of Stockton
City of Susanville
City of Taft
City of Town of Loomis
City of Tracy
City of Truckee
City of Turlock
City of Vacaville
City of Vallejo
City of West Sacramento
City of Williams
Northern and Central
California Counties
County of Fresno
County of San Luis Obipso
County of Tuolumne
County of Monterey
County of Butte
County of Calaveras
County of Marin
County of Solano
County of Stanislaus
County of Sutter
County of Yolo
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 I www.bvna.com
G. CERTIFICATION OF PROPOSALS
APPENDIX C: CERTIFICATION OF PROPOSALS
RFQ No. PW-23-04 ON -CALL DEVELOPMENT PLAN CHECKING AND
ENTITLEMENT REVIEW SERVICES
APPENDIX C
CERTIFICATION OF PROPOSAL TO THE CITY OF PLACENTIA
1. The undersigned hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFQ), dated October 2023, and to be bound by the terms and conditions of the RFQ.
2. This firm has carefully reviewed its proposal and understands and agrees that the City is not responsible for any errors or omissions on the part of the proposer and that the proposer is responsible for them.
3. It is understood and agreed that the City reserves the right to accept or reject any or all proposals and to waive any informality or irregularity in any proposal received by the City.
4. The proposal includes all of the commentary, figures and data required by the Request for Proposal, dated October 2023.
5. This firm has carefully read and fully understands all of the items contained in Section 7, General Requirements. This firm agrees to all of the general requirements except for those disclosed by the firm in project proposal, listed on an attachment.
6. The proposal shall be valid for 90 days from October 5, 2023.
Name of Firm: Bureau Veritas North America, Inc.
By:
(Authorized Signature)
Type Name: Craig Baptista
Title: Vice President - West, Plan Review & Inspection
Date: 10/26/23
21 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 P 714.431.4100 I www.bvna.com
Placentia City Council
AGENDA REPORT
TO: CITY COUNCIL
VIA: CITY ADMINISTRATOR
FROM: DEPUTY CITY ADMINISTRATOR / PUBLIC SERVICES & INFRASTRUCTURE DATE: NOVEMBER 21, 2023
SUBJECT: PROFESSIONAL SERVICES AGREEMENTS FOR ON -CALL
PROFESSIONAL ARBORIST SERVICES
FISCAL
IMPACT: EXPENSE: $150,000 TOTAL CONTRACT NOT -TO -EXCEED AMOUNTS (VARIOUS CIP PROJECTS)
SUMMARY:
On October 19, 2023, Staff solicited qualifications from professional arborist firms to create a bench list of professional consultants to provide on -call arborist consultation services. The City has traditionally created bench lists of qualified professional consultants to provide a number of services typically related to capital improvement projects such as engineering, architectural design, landscape architectural design, and construction management and inspection services as examples. The method of procuring consultant services via a formal qualifications process provides greater flexibility and allows the City to more quickly advance projects by utilizing the services of pre-screened professionals whom are already under contract to the City.
The proposed agreements and consultant bench list for these services include advising staff on matters related to tree planting, removals, tree health evaluation and inspections, and corrective root pruning strategies for the City's inventory of trees. A total of three (3) qualification proposals were received and after a comprehensive review of each proposal, all firms were selected to be placed on an on -call bench list. These firms possess the experience and expertise to deliver arborist services for the purpose of protecting and expanding the City's Urban Forest.
Staff recommends that City Council award contracts to the three (3) firms for a 3 -year term with an option for a two-year term extension based upon performance and at the discretion of the City. Each consultant shall serve on an on -call basis with a not -to -exceed contract amount of $350,000, the cost of which will be charged to individual project budgets. The purpose of having multiple firms on a bench list is to ensure efficient delivery of multiple capital improvement and tree maintenance -related projects some of which may run concurrently. This action will provide the City with available on -call services for all the arborist services in support of multiple CIP and maintenance projects over the next 5 years.
1.f.
Nov 21, 2023
City Council Agenda
November 21, 2023