Form: Professional Services Agreement v. October 2023 Page 1 of 16 Epicus Group
June 2024
MASTER SERVICE AGREEMENT
FOR PROFESSIONAL SERVICES
BETWEEN
THE CITY OF SALINAS AND EPICUS
GROUP
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Contents
RECITALS ..................................................................................................................................... 4 TERMS ........................................................................................................................................... 4
1. Scope of Service. ................................................................................................................. 4
2. Term; Completion Schedule. ............................................................................................... 4
3. Compensation. ..................................................................................................................... 4
4. Billing. ................................................................................................................................. 4
5. Meet & Confer. .................................................................................................................... 5
6. Additional Copies................................................................................................................. 5
7. Responsibility of Consultant. ............................................................................................... 5
8. Responsibility of City. ......................................................................................................... 5
9. Acceptance of Work Not a Release. .................................................................................... 6
10. Indemnification and Hold Harmless. ................................................................................... 6
11. Insurance. ............................................................................................................................. 6
12. Access to Records. ............................................................................................................... 6
13. Non-Assignability. ............................................................................................................... 6
14. Changes to Scope of Work. ................................................................................................. 7
15. Ownership of Documents. ................................................................................................... 7
16. Termination. ......................................................................................................................... 7
17. Compliance with Laws, Rules, and Regulations. ................................................................ 8
18. Exhibits Incorporated. .......................................................................................................... 8
19. Independent Contractor. ....................................................................................................... 8
20. Integration and Entire Agreement. ....................................................................................... 8
21. Jurisdiction and Venue. ........................................................................................................ 8
22. Severability .......................................................................................................................... 9
23. Notices. ................................................................................................................................ 9
24. Nondiscrimination................................................................................................................ 9
25. Conflict of Interest. ............................................................................................................ 10
26. Headings. ........................................................................................................................... 10
27. Attorneys’ Fees .................................................................................................................. 10
28. Non-Exclusive Agreement. ................................................................................................ 10
29. Rights and Obligations Under Agreement. ........................................................................ 10
30. Licenses.............................................................................................................................. 10
31. Counterparts. ...................................................................................................................... 10 DRAFT
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32. Legal Representation. ........................................................................................................ 10
33. Joint Representation. .......................................................................................................... 11
34. Warranty of Authority........................................................................................................ 11
35. No Waiver of Rights. ......................................................................................................... 11 Exhibit A - Insurance Requirements ............................................................................................. 12 Exhibit B - Fee Schedule .............................................................................................................. 15
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Form: Professional Services Agreement v. October 2023 Page 4 of 16 Epicus Group
June 2024
MASTER SERVICES AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN
THE CITY OF SALINAS AND EPICUS GROUP
This Master Service Agreement for Professional Services (the “Agreement” and/or “Contract”) is made and entered into th is 18th day of June 2024, between the City of Salinas , a California Charter city and municipal corporation (hereinafter “City”), and Epicus Group , a California corporation (hereinafter “Consultant”).
RECITALS
WHEREAS, Consultant represents that he, she, or it is specially trained, experienced, and competent to perform the special services which will be required by this Agreement; and
WHEREAS, Consultant is willing to render such professional services, as hereinafter defined, on the following terms and conditions.
NOW, THEREFORE, City and Consultant agree as follows:
TERMS
1. Scope of Service. It is understood by the City and Consultant that Consultants performs or secures the performance of Project Management , Construction Management, and Inspection Services, and related services for the City on an on -going basis. On each occasion Consultant performs services for the City, Consultant shall advise the City in writing of the scope of services to be provided and the cost of, and estimated time to perform services. Consultant shall not proceed to perform any such service until City and Consultant have established a project cost, a completion schedule and a time period for performance, and the City has given its written authorization to perform. Written approval for performance and compensation may be granted by the Community Development Department, Housing Division Planning Manager.
2. Term; Completion Schedule. This Agreement shall commence on June 18, 2024, and shall terminate on June 17, 2027, unless extended in writing by either party upon (30) days written notice. This Agreement may be extended only upon mutual written consent of the parties and may be terminated only pursuant to the terms of this Agreement.
3. Compensation. City hereby agrees to pay Consultant for services rendered the City pursuant to this Agreement on a time and materials basis according to the rates of compensation as set forth in Exhibit B. The Master Services Agreement for Professional Services will be for a not to exceed amount of three hundred thousand ($300,000).
4. Billing. Consultant shall submit to City an itemized invoice, prepared in a form satisfactory to City, describing its services and costs for the period covered by the invoice. Except as specifically authorized by City, Consultant shall not bill City for duplicat e services performed
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by more than one person. Consultant’s bills shall include the following information to which such services cost or pertain:
(A) A brief description of services performed;
(B) The date the services were performed;
(C) The number of hours spent and by whom;
(D) A brief description of any costs incurred; and
(E) The Consultant’s signature.
Any such invoices shall be in full accord with any and all applicable provisions of this Agreement.
City shall make payment on each such invoice within thirty (30) days of receipt; provided, however, that if Consultant submits an invoice which is incorrect, incomplete, or not in accord with the provisions of this Agreement, City shall not be obligated t o process any payment to Consultant until thirty (30) days after a correct and complying invoice h as been submitted by Consultant. The City shall process undisputed portion immediately.
5. Meet & Confer. Consultant agrees to meet and confer with City or its agents or employees with regard to services as set forth herein as may be required by the City to ensure timely and adequate performance of the Agreement.
6. Additional Copies. If City requires additional copies of reports, or any other material which Consultant is required to furnish as part of the services under this Agreement, Consultant shall provide such additional copies as are requested, and City shall compensate Consultant for the actual costs related to the production of such copies by Consultant.
7. Responsibility of Consultant. By executing this Agreement, Consultant agrees that the services to be provided and work to be performed under this Agreement shall be performed in a fully competent manner. By executing this Agreement, Consultant further agrees and represents to City that the Consultant possesses, or shall arrange to secure from others, all of the necessary professional capabilities, experience, resources, and facilities necessary to provide the City the services contemplated under this A greement and that City relies upon the professional skills of Consultant to do and perform Consultant’s work. Consultant further agrees and represents that Consultant shall follow the current, generally accepted practices in this area to the profession to make findings, render opinions, prepare factual presentations, and provide professional advice and recommendations regarding the projects for which the services are rendered under this Agreement.
8. Responsibility of City. To the extent appropriate to the projects to be completed by Consultant pursuant to this Agreement, City shall:
(A) Assist Consultant by placing at its disposal all available information pertinent to the projects, including but not limited to, previous reports and any other data relative to the DRAFT
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projects. Nothing contained herein shall obligate City to incur any expense in connection with completion of studies or acquisition of information not otherwise in the possession of City.
(B) Examine all studies, reports, sketches, drawings, specifications, proposals, and other documents presented by Consultant, and render verbally or in writing as may be appropriate, decisions pertaining thereto within a reasonable time so as not to delay the services of Consultant.
(C) Steve Carrigan, City Manager, or his designee, shall act as City’s representative with respect to the work to be performed under this Agreement. Such person shall have the complete authority to transmit instructions, receive information, interpret and define City’s policies and decisions with respect to ma terials, equipment, elements, and systems pertinent to Consultant’s services. City may unilaterally change its representative upon notice to the Consultant.
(D) Give prompt written notice to Consultant whenever City observes or otherwise becomes aware of any defect in a project.
9. Acceptance of Work Not a Release. Acceptance by the City of the work to be performed under this Agreement does not operate as a release of Consultant from professional responsibility for the work performed.
10. Indemnification and Hold Harmless.
Consultant shall hold harmless, defend, and indemnify City and its officers, officials, employees, and volunteers from and against all claims, damages, losses, and expenses including attorney fees arising out of the performance of the work described herein, caused in whole or in part by any negligent act or omiss ion of the Con sultant, any subcontractor, anyone directly or indirectly employed by any of them, or anyone for whose acts any of them may be liable, except where caused by the active negligence, sole negligence, or willful misconduct of the City.
11. Insurance. Consultant shall procure and maintain for the duration of this Agreement insurance meeting the requirements specified in Exhibit A hereto.
12. Access to Records. Consultant shall maintain all preparatory books, records, documents, accounting ledgers, and similar materials including but not limited to calculation and survey notes relating to work performed for the City under this Agreement on file for at least three (3) years following the date of final payment to Consultant by City. Any duly authorized representative(s) of City shall have access to such records for the purpose of inspection, audit, and copying at reasonable times during Cons ultant’s usual and customary business hours. Consultant shall provide proper facilities to City’s representative(s) for such access and inspection.
13. Non-Assignability. It is recognized by the parties hereto that a substantial inducement to City for entering into this Agreement was, and is, the professional reputation and competence of Consultant. This Agreement is personal to Consultant and shall not be assigned by it w ithout express written approval of the City.
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14. Changes to Scope of Work. City may at any time, and upon a minimum of ten (10) days written notice, seek to modify the scope of services to be provided for any project to be completed under this Agreement. Consultant shall, upon receipt of said notice, determine the impact on both time and compensation of such change in scope and notify City in writing. Upon agreement between City and Consultant as to the extent of said impacts to time and compensation, an amendment to this Agreement shall be prepared describing such changes. Execution of the amendment by City and Consultant shall constitute the Consultant’s notice to proceed with the changed scope.
15. Ownership of Documents. Title to all final documents, including drawings, specifications, data, reports, summaries, correspondence, photographs, computer software (if purchased on the City’s behalf), video and audio tapes, software output, and any other materials with respect to work performed under this Agreement shall vest with City at such time as City has compensated Consultant, as provided herein, for the services rendered by Consultant in connection with which they were prepared. City agrees to hold harmless and indemnify the Consultant against all damages, claims, lawsuits, and losses of any kind including defense costs arising out of any use of said documents, drawings, and/or specifications on any other project without written authorization of the Consultant.
16. Termination.
(A) City shall have the authority to terminate this Agreement, upon ten days written notice to Consultant, as follows:
(1) If in the City’s opinion the conduct of the Consultant is such that the interest of the City may be impaired or prejudiced, or
(2) For any reason whatsoever.
(B) Upon termination, Consultant shall be entitled to payment of such amount as fairly compensates Consultant for all work satisfactorily performed up to the date of termination based upon the Consultant’s rates shown in Exhibit B and/or Section 3 of this Agreement, except that:
(1) In the event of termination by the City for Consultant’s default, City shall deduct from the amount due Consultant the total amount of additional expenses incurred by City as a result of such default. Such deduction from amounts due Consultant are made to compensate City for its actual additional costs incurred in securing satisfactory performance of the terms of this Agreement, including but not limited to, costs of engaging another consultant(s) for such purposes. In the event that such additional expen ses shall exceed amounts otherwise due and payable to Consultant hereunder, Consultant shall pay City the full amount of such expense.
(C) In the event that this Agreement is terminated by City for any reason, Consultant shall:
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(1) Upon receipt of written notice of such termination promptly cease all services on this project, unless otherwise directed by City; and
(2) Deliver to City all documents, data, reports, summaries, correspondence, photographs, computer software output, video and audio tapes, and any other materials provided to Consultant or prepared by or for Consultant or the City in connection with this Agreement. Such material is to be delivered to City in completed form; however, notwithstanding the provisions of Section 15 herein, City may condition payment for services rendered to the date of termination upon Consultant’s delivery to the City of such material.
(D) In the event that this Agreement is terminated by City for any reason, City is hereby expressly permitted to assume the projects and complete them by any means, including but not limited to, an agreement with another party.
(E) The rights and remedy of the City and Consultant provided under this Section are not exclusive and are in addition to any other rights and remedies provided by law or appearing in any other section of this Agreement.
17. Compliance with Laws, Rules, and Regulations . Services performed by Consultant pursuant to this Agreement shall be performed in accordance and full compliance with all applicable federal, state, and City laws and any rules or regulations promulgated thereunder.
18. Exhibits Incorporated. All exhibits referred to in this Agreement and attached to it are hereby incorporated in it by this reference. In the event there is a conflict between any of the terms of this Agreement and any of the terms of any exhibit to the Agreement, the terms of the Agreement shall control the respective duties and liabilities of the parties.
19. Independent Contractor. It is expressly understood and agreed by both parties that Consultant, while engaged in carrying out and complying with any of the terms and conditions of this Agreement, is an independent contractor and not an employee of the City. Consultant expressly warrants not to represent, at any time or in any manner, that Consultant is an employee or servant of the City.
20. Integration and Entire Agreement. This Agreement represents the entire understanding of City and Consultant as to those matters contained herein. No prior oral or written understanding shall be of any force or effect with respect to those matters contained herein. This Agreement may not be modified or altered except by amendment in writing signed by both parties.
21. Jurisdiction and Venue . This Agreement shall be governed by and construed in accordance with the laws of the State of California , County of Monterey, and City of Salinas .
Jurisdiction of litigation arising from this Agreement shall be in the State of California, in the County of Monterey or in the appropriate federal court with jurisdiction over the matter.
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22. Severability. If any part of this Agreement is found to be in conflict with applicable laws, such part shall be inoperative, null and void insofar as it is in conflict with said laws, but the remainder of the Agreement shall continue to be in full force and effect.
23. Notices.
(A) Written notices to the City hereunder shall, until further notice by City, be addressed to:
City Manager
City of Salinas
200 Lincoln Avenue
Salinas, California 93901
With a copy to:
City Attorney
City of Salinas
200 Lincoln Avenue
Salinas, California 93901
(B) Written notices to the Consultant shall, until further notice by the Consultant, be addressed to:
Ron España, Principal
Epicus Group
12647 Alcosta Boulevard, Suite #360
San Ramon, CA 94583
925-437-9900
[email protected]
(C) The execution of any such notices by the City Manager shall be effective as to Consultant as if it were by resolution or order of the City Council, and Consultant shall not question the authority of the City Manager to execute any such notice.
(D) All such notices shall either be delivered personally to the other party’s designee named above, or shall be deposited in the United States Mail, properly addressed as aforesaid, postage fully prepaid, and shall be effective the day following such deposit in the mail.
24. Nondiscrimination. During the performance of this Agreement, Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, ancestry, creed, sex, national origin, familial status, sexual orientation, age (over 40 years) o r disability. Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without regard to their race, color, religion, ancestry, creed, sex, national origin, familial status, sexual orientation, age (over 40 years) or disability.
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25. Conflict of Interest. Consultant warrants and declares that it presently has no interest, and shall not acquire any interest, direct or indirect, financial or otherwise, in any manner or degree which will render the services required under the provisions of this Agreement a v iolation of any applicable local, state or federal law. Consultant further declares that, in the performance of this Agreement, no subcontractor or person having such an interest shall be employed. In the event that any conflict of interest should nevertheless hereinafter arise, Consultant shall promptly notify City of the existence of such conflict of interest so that City may determine whether to terminate this Agreement. Consultant further warrants its compliance with the Poli tical Reform Act (Government Code section 81000 et seq.) and Salinas City Code Chapter 2A that apply to Consultant as the result of Consultant’s performance of the work or services pursuant to the terms of this Agreement.
26. Headings. The section headings appearing herein shall not be deemed to govern, limit, modify, or in any manner affect the scope, meaning or intent of the provisions of this Agreement.
27. Attorneys’ Fees. In case suit shall be brought to interpret or to enforce this Agreement, or because of the breach of any other covenant or provision herein contained, the prevailing party in such action shall be entitled to recover their reasonable attorneys’ fees in addition to such costs as may be allowed by the Court. City’s attorneys’ fees, if awarded, shall be calculated at the market rate.
28. Non-Exclusive Agreement. This Agreement is non -exclusive and both City and Consultant expressly reserves the right to contract with other entities for the same or similar services.
29. Rights and Obligations Under Agreement. By entering into this Agreement, the parties do not intend to create any obligations express or implied other than those set out herein; further, this Agreement shall not create any rights in any party not a signatory hereto.
30. Licenses. If a license of any kind, which term is intended to include evidence of registration, is required of Consultant, its representatives, agents or subcontractors by federal, state or local law, Consultant warrants that such license has been obtained, is valid and in good standing, and that any applicable bond posted in accordance with applicable laws and regulations.
31. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original, but all of which together shall constitute a single agreement.
32. Legal Representation. Each party affirms that it has been represented , if it so chose, by legal counsel of its own choosing regarding the preparation and the negotiation of this Agreement and the matters and claims set forth herein, and that each of them has read this Agreement and is fully aware of its contents and its legal effect. Neithe r party is relying on any statement of the other party outside the terms set forth in this Agreement as an inducement to enter into this Agreement.
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33. Joint Representation. The language of all parts of this Agreement shall in all cases be construed as a whole, according to its fair meaning, and not strictly for or against any party. No presumptions or rules of interpretation based upon the identity of the party preparing o r drafting the Agreement, or any part thereof, shall be applicable or invoked.
34. Warranty of Authority. Each party represents and warrants that it has the right, power, and authority to enter into this Agreement. Each party further represents and warrants that it has given any and all notices, and obtained any and all consents, powers, and authorities, necessary to permit it, and the persons entering into this Agreement for it, to enter into this Agreement.
35. No Waiver of Rights. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver or a waiver of a subsequent breach of the same or any other provision of this Agreement. The failure to provide notice of any breach of this Agreement or failure to comply with any of the terms of this Agreement shall not constitute a waiver thereof.
Failure on the part of either party to enforce any provision of this Agreement shall not be construed as a waiver of the right to compel enforcement of such provision or any other provision. A waiver by the City of any one or more of the conditions of performance under this Agreement shall not be construed as waiver(s) of any other condition of performance under this Agreement.
IN WITNESS WHEREOF , the parties hereto have made and executed this Agreement on the date first written above.
CITY OF SALINAS
____________________________
René Mendez
City Manager
APPROVED AS TO FORM:
_________________________
□ Christopher A. Callihan, City Attorney, or
□ Rhonda Combs, Assistant City Attorney
CONSULTANT
___________________________________
By: Ron Espana
Its: Principal
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Exhibit A - Insurance Requirements
Insurance Requirements
Consultant shall procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damage to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Consultant, his agents, representatives, employees, or subcontractors. With respect to General Liability and Professional Liability, coverage should be maintained for a minimum of five (5) years after Agreement completion.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
(A) Commercial General Liability (“CGL”): Insuranc e Services Office Form (“ISO”) CG 00 01 covering CGL on an occurrence basis, including products and completed operations, property damage, bodily injury, and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. (B) Automobile Liability: ISO Form CA 0001 covering any auto, or if Consult ant has no owned autos, hired and non -owned, with limit s no less than $1,000,000 per accident for bodily injury and property damage.
(C) Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with a limit of no less than $1,000,000 per accident for bodily injury or disease.
(D) Professional Liability (also known as Errors and Omissions) insurance appropriate to the work being performed , with limits no less than $1,000,000 per occurrence or claim, $2,000,000 aggregate per policy period of one year.
If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City of Salinas requires and shall be entitled to the broader coverage and/or higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
OTHER INSURANCE PROVISIONS
The insurance policies are to contain, or be endorsed to contain, the following provisions:
Additional Insured Status
The City of Salinas , its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10, CG 11 85, or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38 ; and CG 20 37 forms if later revisions used).
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Primary Coverage
For any claims related to this Agreement or the project described within this Agreement , the Consultant’s insurance coverage shall be primary coverage at least as broad as ISO Form CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.
Notice of Cancellation
Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City.
Waiver of Subrogation
Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance.
Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of the City of Salinas for all work performed by the Consultant, its employees, agents, and subcontractors.
Self-Insured Retentions
Self-insured retentions must be declared by Consultant to and approved by the City. At the option of the City, Consultant shall provide coverage to reduce or eliminate such self -insured retentions as respects the City, its officers, officials, employees, and volunteers; or the consultant shall provide evidence satisfactory to the City guaranteeing payment of losses and related investigations, claim administrations, and defense expenses. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.
Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:
1. The Retroactive Date must be shown and must be before the date of this Agreement or the beginning of Agreement work.
2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the Agreement of work.
3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Dat e prior to the Agreement effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of Agreement work.
4. A copy of the claims reporting requirements must be submitted to the City for review.
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Verification of Coverage
Consultant shall furnish the City with original certificates and amendatory endorsements or copies of the applicable insurance language effecting coverage required by this Agreement. All certificates and endorsements are to be received and approved by the City before work commences.
However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
Subcontractors
Consultant shall require and verify that all sub-consultants and/or subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that Entity is an additional insured on insurance required from such sub-consultants and/or subcontractors.
Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
Maintenance of Insurance
Maintenance of insurance by Consultant as specified shall in no way be interpreted as relieving Consultant of its indemnification obligations or any responsibility whatsoever and the Consultant may carry, at its own expense, such additional insurance as it deems necessary.
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Exhibit B - Fee Schedule
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City of Salinas
65 West Alisal Street
Salinas, CA 93901
Project Management, Construction
Management and Inspection Services for
Multiple Public Facilities Improvement Projects
May 10, 2024
Francisco Brambila, Acting Housing Planning Manager
Community Development Department
City of Salinas
65 West Alisal Street
Salinas, CA 93901
Re: Request for Qualifications for Project Management, Environmental Services, Construction Management and Inspection Services for Multiple Public Facilities Improvement Projects Dear Mr. Brambila:
The City of Salinas (City) benefits from a trusted Project Management, Construction Management and Inspection team offering comprehensive, integrated expertise to successfully plan and deliver the variety of your facilities improvement projects, as well as readily available key individuals dedicated to providing superior services. Epicus Group LLC (Epicus) provides a unique solution to meet the specific City needs, offering the local experience and resource depth as a responsive and complementary extension of your staff. We are pleased to present our qualifications for Focus Areas 1, 3 and 4.
A TRUSTED PARTNER OFFERING A SUPERIOR TEAM AND APPROACH TO OPTIMIZE THE CITY
PROGRAM
The Epicus team offers a seamless integration with the City, focused on your vision to provide the greatest overall value return of your facilities improvement project investments to the community.
Our team has been specifically assembled to quickly respond to the City project needs, for either short or long term assignments, possessing the comprehensive and diverse project and construction management expertise needed for the various planned projects. Serving as an extension of City staff to ensure effective and efficient planning and delivery of the facilities improvement projects, Epicus provides unique benefits:
Specialized and Diverse Team Members: Having served as project and construction managers on projects exceeding $1B in total value over the last 20 years, Epicus understands that the success of the City’s facilities improvement projects relies on the knowledge and capabilities of the individual project team members. Our team provides the specialized expertise needed for the variety of planned City projects, as well as diverse project execution knowledge having served in cross- functional roles as Owners, PM/CM’s, engineers, architects and contractors. Epicus is also proudly certified as a Minority Business, Disabled Veteran Business and Small Business Enterprise, and is further reflected in our proposed team to the City.
Leverage Outstanding Project Performance: Public works projects are Epicus’ core business, as well as the career focus of our proposed team members. The experience and lessons-learned gained from our public projects demonstrates an in-depth understanding of the critical performance and regulatory requirements of public agencies and is integral to our team and approach to the City. We understand the fiduciary and political responsibility of public agencies to effectively deliver challenging projects, are well versed in California’s Public Contract Code and PLA’s, as well as federal and state environmental guidelines and requirements. We will meld our 12647 Alcosta Blvd #360, San Ramon, CA 94583
888 West E Street, San Diego, CA 92101
personnel, expertise and methodologies to achieve a seamless integration with the City culture and processes. We understand that the City facilities improvement projects includes public agency stakeholders, utilities, commercial interests and the public at large. Outreach, public forums, consensus-building, trade-offs, discretion and political sensitivity are always part of this landscape – a landscape in which we have personally and institutionally performed successfully for many years.
Project Planning, Lean Construction and Brilliant at the Basics: Based on our expertise planning and implementing similar multi-year facilities improvement projects, we’ll assist the City with developing the optimal project prioritization and implementation strategy. This effort establishes the framework for the City facilities improvement program, the necessary foundation to achieve downstream results of project implementation efficiencies, optimal capital investment return and operational expense reduction. Besides the basics of diligently managing project cost and schedules, our lean construction management practices and expertise provides an opportunity to enhance the City’s current construction and inspection processes and procedures in an effort to identify value, eliminate waste and increase efficiency. As a new partner offering a fresh perspective, the Epicus team benefits your projects by delivering reduced costs, improved schedules, increased quality and overall risk reduction.
Projects Delivered in a True Spirit of Collaboration: Epicus’ culture is based on partnering, teamwork and communication; these behaviors are engrained within our team, serving as the basis of our project management, construction management and inspection approach. A core role of each of our team members is to facilitate communication – identifying issues, finding commonality, and building consensus. Further, our successful integration as the City’s extension of staff relies on trust gained from achieving commitments, delivering results and exhibiting collaboration with City stakeholders, agencies, utilities, the community, design teams and the selected contractors. The City benefits from predictable results, improved return on investment value and satisfied stakeholders.
We commit to the City that we’ll solely represent your needs and interests, augmenting the City’s staff and acting as your trusted representative through all stages of planning, design and construction. Our proposed team of qualified professionals provides all necessary technical and managerial services as needed, when needed. There will be no idle or overhead personnel billed to the City, ensuring we provide you with the most practical and cost-efficient arrangement for the facilities improvement projects. We have the ability to adjust quickly and flexibly to any of your facilities improvement project needs and requirements, providing experienced personnel and effective staffing solutions custom-tailored to the City.
Epicus concurs with the provisions of the City’s standard contract as attached to the RFQ, and I am able to commit our firm to a contract. I also confirm that Epicus has the availability and time to dedicate personnel and resources necessary to provide on-call services.
We appreciate the opportunity to be of service to you, and our team is committed and ready to begin immediately. On behalf of the entire Epicus team, we look forward to further discussing our capabilities and your projects in person. Please feel free to contact me for any items pertaining to our RFQ response.
Sincerely,
Ron Espana
Principal
[email protected]
925-437-9900
12647 Alcosta Blvd #360, San Ramon, CA 94583
888 West E Street, San Diego, CA 92101
Ron Espana
Firm Experience & Qualifications
Proposed Team
Sample Documents
Fee, Sample Invoice, Insurance & Addendum
TABLE OF CONTENTS
5 17
30 33
EPICUS EXPERIENCE
& QUALIFICATIONS
City of Salinas | Project & Construction Management, Inspection Services 5 Epicus Group, LLC
PROJECT MANAGEMENT
CONSTRUCTION MANAGEMENT
• Operational Alignment & Business Case
Development
• Project Management Office
• Project Planning, Budgeting & Project Controls
• Acquisition & Entitlement Management
• Programming, Design & Project Delivery
Management
• Operational Readiness
• Inspection
• Pre-Construction Planning
• Procurement & Vendor Management
• Permitting & Agency Coordination
• Construction Oversight & Quality Control
• Owner-Vendor & FFE Management
• Schedule Management & Cost Control
• Safety Oversight
• Facilities Turnover
FACILITIES MANAGEMENT
• Space Planning & Move Management
• Facility Operations & Maintenance
• Vendor & Service Contract Management
• Property Management
• Facility Management Outsourcing
Epicus Group, a California Limited Liability Company, was established in 2002 to provide professional project management and construction management services, with emphasis on
program types that serve the needs of our communities,
including public works, energy/utilities, life sciences, multifamily, industrial and mission critical facilities. Organized into specialized groups that focus on these sectors, we provide the City of Salinas (City) with a Project Management, Construction Management and Inspection Services team possessing specific expertise in the standards, regulations and technologies that are completely aligned with your various planned facilities improvement projects.
Simply put, this means that whatever the circumstance, we provide the City with the on-call technical expertise to successfully execute your projects, as needed and when
needed.
EXPERIENCE AND
QUALIFICATIONS
City of Salinas | Project & Construction Management, Inspection Services 6 Epicus is headquartered in San Ramon with a regional
office in San Diego. Our San Ramon office will have
primary responsibility for the on-call services execution.
Our 30-person staff includes degreed and licensed
design and construction personnel, project and
construction managers, LEED Accredited Professionals,
with a team of estimators, schedulers and document
control professionals, state and local agency liaisons, and inspection specialists. This diversity of internal
resources enables our firm to be the best solution for
the City: a flexible and scalable on-call resource
partner to the City, with the expertise depth to
address the variety of City projects, always focusing
on the City’s best interests.
Our team of professionals are experienced in
community project management, construction
management and inspection services for complex
projects and programs, with expertise in complex
community development and public works
related projects specifically in an on-call
support capacity. Epicus’ staff manages budgets,
drives schedules and ensures quality of the built
product while maintaining strong relationships
with project team members. Through our
“adapting to your culture” approach, we’ll execute
efficiently and effectively in complete alignment
with the City’s project goals and expectations.
Business/Certifications
As a DVBE and MBE owned firm, we are dedicated to not only delivering superior services, but also to promoting diversity within the industry. Our commitment to these values resonates through our projects, partnerships, and the communities we serve.
DIR Registration: PW-LR-1001149418
DVBE Certification: 2035096, 3/28/2024-3/31/2026
SBE Certification: 2035096, 3/11/2024-3/31/2026
MBE Certification: 14080003, Exp. 12/29/2024
We understand that providing a
flexible on-call solution with depth
of resources and superior
performance are the central core
for building a strong partnership
with the City of Salinas.
Having Epicus as your partner, the
City benefits with:
• A single, multi-faceted team
able to complete a wide
range of projects
• An augmented extension of
your staff, integrated into the
City’s organizational culture
• Superior project and
construction management
expertise, mitigating the
City’s exposure to cost
overruns, delays and risk
• Exceptional service and
seamless execution of
assigned tasks
City of Salinas | Project & Construction Management, Inspection Services 7 Epicus Group
EXPERIENCE AND QUALIFICATIONS
As reflected in the following
project list, project sheets
and individual team
resumes, Epicus provides
the City with a versatile
approach tailored to the
multitude of different
facilities improvement
projects outlined in the
City’s 2024-2029 Capital
Improvement Program.
City of Salinas | Project & Construction Management, Inspection Services 8 Epicus Group
The Epicus project and construction management team offers:
- Aviation project experience to support the southside taxilane rehabilitation project at the Salinas Municipal Airport
- Affordable housing, multifamily, mixed-use and pre-engineered building experience to manage a new SHARE homeless shelter, Chinatown Revitalization projects and the Navigation Center sprung structure
- Office, master planning and redevelopment experience to manage the 65 W. Alisal improvements and Alisal Marketplace vibrancy plan
- New ground up Fire Station experience to manage the Fire Station 7 project - Roadwork, utilities, ADA and pavement improvement experience to manage the variety of Public Works projects
EXPERIENCE AND QUALIFICATIONS
Project Name Project BudgetProject Start Project Finish Services Provided Scope of Work Client Contact Hollywood Burbank Airport, Regional
Intermodel Transportation Center $110M 2011 2014 PM, CM, IS Development of a new 850,000 SF Regional Intermodal Transportation Center (RITC) and a 1,043-space, five-level valet parking structure. The RITC houses a consolidated rental car facility, rental car customer service building and ground-level bus station, and is connected to the airport terminal building via automated moving walkways. LEED Gold, and designed to serve as a command center for emergency operations in Southern California. Ken Buck experience prior to Epicus
Alberto Cruz, 818-840-
8840, [email protected]
El Centro Fire Station and Waterman
Avenue Extension $5.9M 2011 2012 CM, IS
Managed the construction of the $5.9M city of El Centro’s 18,565 SF fire station No. 3 and administration complex, with associated development of the 2.4-acre site. Included coordinating construction activity between the various utility companies, municipal and state agencies, and contractor; assisting the city with pre-bid meetings and preconstruction meetings and activities; providing all inspections; and resolving construction issues with the contractor, project architect, and the city. Included a $2.1M roadway extension, including traffic control and signalization for a new intersection, utility relocations, new asphaltic concrete two lane roadway, median, signage, and street lighting Chief Richard Burns
Fire Department Project
Manager
760-337-4530
CDCR, CA Medical Facility Enhanced
Outpatient Program Treatment & Office
Space
$13M 2012 2013 Pre-Con, PM, CM
Demolition, site work, utility extensions and connections, and construction of a new three story 44,000SF tilt-up EOP building. Located inside the existing secure perimeter of the CDCR CMF and achieved LEED Silver certification. Ken Buck experience prior to Epicus John Spain, 916-255-
3060,
john.spain.cdcr.ca.gov
Fairfield Information Operations Center
Upgrades $4.5M 2014 2016 PM, CM
Expansion and upgrades to provide security monitoring across PG&E's entire portfolio.
Enhanced video and alarm system capabilities, improved response times, more effective responses to building emergencies and operator training in a stimulated environment Tom Crowley
(415) 271-7100
[email protected]
Mojave Desert Air Quality Management
District N/A 2019 2020 PM Performed facility condition assessments and developed a 5-year Capital Improvement Plan.
Ken Buck experience prior to Epicus
Jean Bracy
[email protected]
Vacaville Critical Operation Center (VCOC) -
B4 $58M 2015 2019 PM, CM
Design, build, and commission a state-of-the-art Critical Operation Center (COC) 20,640 SF for PG&E, equipped with advanced technologies, resilient infrastructure, and redundant systems to support the safe, reliable, and efficient operation of the electric and gas distribution systems. The COC serves as a centralized hub for monitoring, control, and response activities, enhancing situational awareness, grid management, and emergency preparedness.
Tom Crowley
(415) 271-7100
[email protected]
PG&E Headquarters Tenant Improvements
(9th/10th Floor Restack) $14.5M 2016 2017 PM, CM
PG&E introduced a new workplace environment in their campus. Renovated 50,000 SF area during off-hours, consisting of an open floor plan to create more collaboration and interaction, meeting areas, huddle rooms, conference rooms, new restrooms, & break rooms.
The project achieved LEED Gold certification.
Janet Goodman
(415) 973-4603
[email protected]
Lemoore Service Center $4M 2016 2017 PM, CM
New service center for PG&E located on 11.59 acres. Included a new 13,000SF pre- engineered metal building with administrative office space, storm room, bull room, warehouse/storage, and associated support spaces.
Tom Crowley
(415) 271-7100
[email protected]
San Ramon Valley Conference Center: ADA,
Wayfinding and Technology Improvements$5.2M 2016 2019 PM, CM Project addressed non-compliant ADA parking and routes. Included the design/construction of "safe pedestrian wayfind routes" from the parking lots to the registration lobby, new Audio Visual systems and new wayfinding throughout the campus.
Victor Ogu
77 Beale GO - Wellness/Fitness Center$5.3M 2016 2018 PM, CM Establish a dedicated 6,500 SF health and wellness center exclusively for PG&E employees, aimed at promoting employee health, well-being, and productivity. The center offered comprehensive healthcare services, preventive care, and wellness programs tailored to the specific needs of PG&E staff.
Kathleen Monaghan
[email protected]
415 - 231 - 4025
Vacaville Critical Operation Center (VCOC) -
B1 Expansion $8.3M 2017 2019 PM, CM
Complete building/ Facility expansion and TI improvements. Kathleen Monaghan [email protected]
415 - 231 - 4019
PG&E Rocklin Grid Control Center -
Perimeter Security Improvements $3.9M 2017 2018 PM, CM NERC requirements required critical operations centers to be protected with a new secure perimeter wall and guard kiosk to control site access
Tom Crowley
(415) 271-7100
Service Center Refresh CIP (Area 7) $8.4M 2017 2020 PM, CM A multi-year PG&E capital improvement initiative to upgrade Service Centers based on greatest operational need and investment return. Included furniture, finishes, technology refresh, general interior refresh, restrooms, security upgrades and signage. Sites included Garberville, Point Arena, San Rafael, Santa Rosa, Ukiah and Willits Kathleen Monaghan
[email protected]
415 - 231 - 4031
San Ramon Technology Center Upgrades $3M 2017 2019 PM, CM PG&E's San Ramon Technology Center supports several unique operations including testing and calibrating equipment, monitoring weather conditions, developing and showcasing innovative cutting-edge technologies, and hosting visitors from government agencies and other industries. Built in the 1970s, improvements were needed including renovations to the existing mezzanine into collaborative work spaces, upgrades to the electrical distribution system , upgrade interior office spaces and replace the existing Fire Water Line.
Victor Ogu
Service Center Refresh CIP (Area 3) $9.9M 2017 2020 PM, CM A multi year initiative in PG&E's Customer Care capital improvement plan. Upgraded Service Centers based on greatest operational need and investment return including bullroom furniture, finishes, technology refresh, general interior refresh, restrooms, security upgrades and signage.
Kathleen Monaghan
[email protected]
415 - 231 - 4029
Monterey County Prefabricated Modular
Program $3M 2019 2022 PM, CM
PG&E program to rebuild non-compliant temporary office structures at multiple sites in Monterey County and other regions. Acquired Monterey Coastal Commission permit, building permits, demolish existing trailers, construct the necessary site improvements, purchase and install new prefabricated structures, install furniture, IT, and new utilities.
Victor Ogu
San Rafael Service Center - Fence
Replacement and Permiter Security $4.3M 2019 2021 PM, CM Demo existing perimeter fence and install a new precast fence. Install guard house and install high tech security equipment for the entire site
Kathleen Monaghan
[email protected]
415 - 231 - 4021
Ukiah Service Center - Building
Improvements $3.M 2020 2021 PM, CM
Project to enhance the operational efficiency, safety, and sustainability of the facility.
Included infrastructure upgrades, energy efficiency enhancements, and safety compliance measures, renovation of interior spaces, installation of modern equipment, and implementation of sustainable practices to reduce environmental impact.
Kathleen Monaghan
[email protected]
415 - 231 - 4022
Project Name Project BudgetProject Start Project Finish Services Provided Scope of Work Client Contact Rocklin RAS Relocation $54.9M 2020 2024 PM, CM
Demo existing building and construct a new data center with office space.Kathleen Monaghan [email protected]
415 - 231 - 4024
Fairfield Information Operations Center -
UPS Replacement $3.5M 2020 2021 PM, CM
A new UPS to support redundancy for mission critical servers, maintain compliance and reduce risk for PG&E's critical operations during future outages Tom Crowley
(415) 271-7100
[email protected]
New Aviation Operations Center $40M 2020 2022 PM, CM
Ground up construction of a 50,000+ square foot hangar with 15,000 square feet of office space and backup generation for PG&E. Included site selection, planning, interviewing internal stakeholders, design and construction oversight.
Dane Crough
[email protected]
559-240-0227
PG&E Fleet Building Expansion and
Renovation $17M 2020 2022 PM, CM
Renovation of an existing 13,000 square foot building and expansion to 23,000 square feet of office space. Multi-phased project to ensure fleet operations remained active.
Dane Crough
[email protected]
559-240-0227
Santa Cruz Service Center Redevelopment$60M 2020 2026 PM, CM Completely reprogrammed and renovated a 7-acre PG&E service center while keeping the facility operational. Addition of a new fleet garage, operations and warehouse building, and supporting structures. Developed the master plan with input from lines of businesses, leadership, and stakeholders. Project is currently in Construction phase and is projected to be completed 2026.
Ignacio Alvarez
[email protected]
510-447-0048
San Francisco Service Center
Improvements $4.1M 2020 2022 PM, CM
PG&E project updated current workspace standards, address ADA compliance, and improve circulation, workflow, storage, and collaboration areas.
Kathleen Monaghan
[email protected]
415 - 231 - 4030
PG&E Headquarters Tenant Improvements
(8th and 27th Floors Refresh) $18.5M 2021 2023 PM, CM
Relocation of PG&E employees to a new refresh office space while undertaking renovations to customize the workspace and ensure a smooth transition. The project aims to optimize office layout, enhance functionality, and create a collaborative work environment that meets the needs of PG&E staff and supports organizational goals.
Kathleen Monaghan
[email protected]
415 - 231 - 4023
New Willits Service Center Development$15M 2021 2025 PM, CM Managed the master planning, programming, design development, entitlements, and construction of a new 16,000 square foot PG&E Operations building and supporting structures while keeping the service center operational.
Kathleen Monaghan
[email protected]
415 - 231 - 4031
Hayward Public Works Pavement and
Stormwater Improvements $6M 2021 2024 PM, CM
Improvements to 5 acres of roadway and parking areas, and 152,000SF bioretention area.
Utilized full depth reclamation in phases so facility could remain functional. Installed security and IT infrastructure by horizontal boring and trenching.
Boris Letuchy
[email protected]
628-249-6581
Davis Service Center Redevelopment$163M 2021 2029 PM, CM Renovation of a 5-acre service center comprised of a 26,000SF fleet repair shop, a 18,000SF fleet service garage shop, 12,000SF office and machine shop, 8,000SF semi-enclosed storage shed with cantilever and pallet-racking, 15,000SF warehouse with covered loading zone, material storage and shop, 16,000SF office/conference center, and 14,000SF warehouse.
Kathleen Monaghan
[email protected]
415 - 231 - 4031
PG&E Merced IT Warehouse $25M 2022 2024 PM, CM
Ground-up construction of a 17,000 square foot IT Warehouse building, including offices, bullrooms, storage rooms, and secure cage. Dane Crough
[email protected]
559-240-0227
Managed the construction of the $5.9M
city of El Centro’s 18,565 SF fire station
No. 3 and administration complex, with
associated development of the 2.4-acre
site. Work includes coordinating
construction activity between the various
utility companies, municipal and state
agencies, and contractor; assisting the
city with pre-bid meetings and
preconstruction meetings and activities;
providing all inspections; and providing
trouble-shooting with the contractor,
project architect, and the city to assist in
resolving project issues.
Included $2.1M roadway extension, that
included traffic control and signalization
for a new intersection, utility relocations,
new asphaltic concrete two lane
roadway, median, signage, and street
lighting
Fire Station #3 & Waterman Ave Extension
El Centro, CA | 2012 | $8.0M
Owner
City of El Centro
Chief Richard Burns,
Fire Department
Project Manager
(760) 337-4530
City of Salinas | Project & Construction Management, Inspection Services 11 Epicus Group
PG&E - Davis Service Center Redevelopment
Davis, CA | Completion in 2028 | $163M Budget
New 5-acre Service Center comprised of a 26,000 SF industrial shop, construction of a 18000 SF fleet garage shop with storage and equipment areas, 12000 SF 2-story operations building and adjacent machine shop with shared amenities, 8000 SF semi-enclosed storage sheds with cantilever and pallet-racking, 15000 SF warehouse with covered loading zone, material storage and shop, 16000 SF administration/conference center building with shared amenities, and 14000 SF warehouse with bull room and office spaces.
The site includes infrastructure upgrades including new utilities, paving, stormwater drainage, vehicular and pedestrian circulation, outdoor storage racking and covered staging yards, and solar canopy parking lots.
Included the decommissioning and demolition of 7 buildings. Managed the environmental testing and remediation, utility disconnections, demolition permitting, and oversight of field activities and debris removal including slab, foundations and underground utilities. The team includes RIM Architects.
Epicus Group, LLC
City of Salinas | Project & Construction Management, Inspection Services 12 Auburn Regional Consolidation
Auburn, CA | 2018 | $49M
The project included the consolidation and
relocation of two major operating PG&E service
center facilities to an existing light industrial
campus in Auburn, California. The project
included the renovation of two existing buildings
totaling 145,000 SF for office and shop functions,
and construction of a new fleet maintenance
building, warehouse buildings, and hazardous
waste storage building totaling another 29,000
SF. The new PG&E Regional Consolidation project
also included a 15-acre service yard consisting of
materials storage areas, large and small service
vehicle parking, staging areas for job assembly
and employee parking. The project achieved
LEED Silver certification with the following
sustainability elements:
• Electric vehicle charging pedestals for PG&E
employee parking and service vehicles
• Energy modeling
• Locally manufactured materials incorporated
• Interior materials low in volatile organic
compounds and high in recycled content
• Incorporated PG&E Healthy Building Plumbing
Fixture Efficiency Standards
• Highly efficient HVAC system / central plant
• Automatic lighting controls and sensors
• Healthy and comfortable interior environment
with maximized natural interior lighting
Owner
Pacific Gas & Electric
Tom Crowley
Porfolio Manager
(415) 271 -7100
[email protected]
Architect
AE3 Partners
Doug Davis
Principal
(415) 233 – 9991
[email protected]
City of Salinas | Project & Construction Management, Inspection Services 13 Epicus Group
Net Zero Regional Office & Energy Training Center
Stockton, CA | 2016 | $19.4M
This 142,000 SF renovation included
interior upgrades & construction of
offices, conference rooms, MDF & IDF
rooms, restrooms, locker rooms, fitness
center employee enclave, dining room,
lighting labs, energy training center and
zero net energy home. Exterior features
include photovoltaic parking structure,
photovoltaic event structure, electric car
charging stations, monument signage,
3,000 gallon diesel generator, landscape,
sidewalks, irrigation, hardscape, trash
enclosure, rain harvesting tank, and bike
lockers and racks. Received Richard A.
Clarke Environmental Leadership Award
and PG&E Savings-By-Design Award.
Owner
Pacific Gas & Electric
Tom Crowley
Porfolio Manager
(415) 271 -7100
[email protected]
Architect
Smith Group JJR
Chris Krahn, AIA
Associate
(415) 793-9527
[email protected]
General Contractor
Roebbelen Contracting
City of Salinas | Project & Construction Management, Inspection Services 14 Epicus Group
PG&E opened a modern, state-of-the-
art Merced Regional Center (MRC),. The
campus contains a centrally located
storage area for liquid gas tankers and
equipment. The new facility improved
work effectiveness, safety, and
operational efficiency for PG&E to
better serve customers in Merced and
beyond. This new consolidated MRC
site developed a combined service and
resource management center at a
single site, leveraging current and
future workplace and yard strategies to
optimize the space.
Gas Operations Service Center
Merced, CA | 2019 | $38M
Owner
Pacific Gas & Electric
Tom Crowley
Portfolio Manager
(415) 271 -7100
[email protected]
Architect
Lionakis
Nicholas Docous
Principal
(916) 558 – 1900
[email protected]
Design Builder
Roebbelen Contracting
City of Salinas | Project & Construction Management, Inspection Services 15 Epicus Group
As part of our program management support of PG&E’s real estate strategy and portfolio planning, real estate assets needed to be repositioned according to the lines of business operational priorities.
Our services included needs assessment, market analysis, master planning, business case development and governance approval, capital budgeting and prioritization, purchase and sale agreements, entitlement, and project management for the new development of warehouse buildings, office buildings, and shop spaces. Real estate asset acquisitions included:
Stockton Building & Land Purchase
24.83 Acre
Bakersfield Land Purchase
31 Acre
Santa Rosa Building Purchase
4.09 Acre
Fairfield Building Purchase
3.72 Acre
Rocklin Building & Land Purchase
4.96 Acre
Additional regional master planning included the consolidation and optimization of service centers, material distribution and fleet operations centers. Specific multi-location redundant or underperforming elements were master planned into new or redeveloped locations, and included operations buildings, logistic warehouses, fleet buildings, hazmat storage, helicopter hangars, repair shops, fabrication shops, tool repair shops, weld shops and ancillary facilities. Master planning and project management was performed for the new Service Centers at Davis (25 acres), San Carlos (18.4 acres), Redding (10 acres), Burney (9.8 acres), Antioch (9.8 acres), Ukiah (8.6 acres) Livermore (7.6 acres) and Willits (5.9 acres).
City of Salinas | Project & Construction Management, Inspection Services 16 Epicus Group
PROPOSED
TEAM
City of Salinas | Project & Construction Management, Inspection Services 17 Epicus Group
Project Management
Ron Espana
Principal
Construction Management
• Dean Schumacher, Sr. Construction Manager
• Andrew Souza, Construction/Project Manager
• Danny Liu, Construction Manager
• Gisella Espana, Labor Compliance, Outreach &
Government Programs
Inspection Services
• Jaime Guardarrama , Inspector/Scheduler
• AJ Guinto – Construction Inspector/Coordinator
Epicus provides a Project Management, Construction Management and Inspection Services team that is experienced, knowledgeable, and well-versed in the latest design and construction requirements associated with the specific City facilities improvement projects, as well involved with public sector agencies on State, local municipality and public works projects. Epicus offers the City a trusted, cost-effective, scalable and readily available project management partner.
The Epicus staff identified below were selected to provide flexible, versatile and comprehensive facilities improvement project knowledge, adaptable to provide the diverse services needed by the City. They’ll respond to the City’s needs for a myriad of technical and management issues and are further supported by an experienced Epicus support service staff. The team will be managed by our Principal Ron Espana, serving as the single point of contact with the City, and responsible for resource planning, staff allocation and managing all Epicus team efforts. • Ken Buck, Sr. Project Manager
• AnnaMaria Cerros, Project Manager
• Paul Nunez, Document Management/Reporting
• Alexandra Torres, Assistant Project Manager/PE
• Victor Guardarrama, Utility & Permit Coordinator
City of Salinas | Project & Construction Management, Inspection Services 18
EPICUS TEAM
Education
Master of Business
Administration, Temple
University - Fox School of
Business
Bachelor of Science
Architectural Engineering,
Drexel University - School of
Engineering / Architecture
Bachelor of Science Civil
Engineering, Drexel
University - School of
Engineering / Architecture
Management and
Organizational Dynamics,
University of Pennsylvania -
Wharton School of Business
PG&E Executive Leadership,
Stanford University
Certifications
Associate, American
Institute of Architects AIA
#30480445
LEED Accredited
Professional, US Green
Building Council
Lean Six Sigma Green Belt
General Building Contractor,
California (B) License
Affiliations
Member, CoreNet Global
Member, IFMA
Board of Directors, DBIA,
Western Pacific Region
Ken Buck
Senior Project Manager
YEARS OF
INDUSTRY
EXPERTISE
30 City of Salinas | Project & Construction Management, Inspection Services 19 Epicus Group
Ken is a project management, design, construction and real estate professional with 30 years of significant achievements in the government, public works, utility, life sciences, commercial and technology industries. His extensive professional background includes collaborative leadership roles with Fortune 100 companies and design, construction and consulting firms. He has successfully managed large global programs as well as small projects, leading diverse project teams from pre-project planning through facility operations. Ken previously held management positions within the Corporate Real Estate and Capital Project organizations at Amgen, Pfizer, Verizon and PG&E. While at PG&E, he was responsible for a $3B 5-year capital plan and $150M annual operating budget across a 10M+ sf real estate portfolio. He produced $95M+ savings through operational efficiencies and standardization, and created a PMO providing fiduciary control, governance, project dashboard and business intelligence reporting.
Served as the Business Owner/Project Executive on the following PG&E projects:
• Bay Area Office Consolidation and San Francisco General Office Headquarters Relocation to Oakland
• Material Distribution and Fleet Maintenance & Repair Facilities Consolidation, Various Locations
• Service Center Regional Consolidations – Auburn, Merced, Lemoore, Bakersfield and Fresno
• Net-Zero Regional Customer Care Office and Energy Training Center, Stockton Served as the Project/Construction Manager on these relative projects:
• City of El Centro, Fire Station #3 and Waterman Avenue Extension: $6.5 M, 18,565 SF fire station and administration complex, with associated development of a 2.4-acre site. Included a $2.1M roadway extension with traffic control and signalization for a new intersection, utility relocations, new asphaltic concrete two-lane roadway (1500 LF), median, signage and street lighting. • Hollywood Burbank Airport, Regional Intermodal Transportation Center:
Provided comprehensive project management, construction management and inspection services for a $110M multi-phase project that included the RITC, rental agency center, elevated moving walkways to passenger terminals, connections to AMTRAK and Metrolink, roadway/intersection improvements, streetscape and artwork.
• California Medical Facility Enhanced Outpatient Program (CMF EOP) Treatment and Office Space, CDCR, Vacaville: $13M, three-story, 44,000 SF EOP Treatment and Office Space building. The project was located inside the existing secure perimeter of the CDCR CMF and achieved LEED Silver certification
• Qualcomm, Campus, Parking Structure and Tenant Improvements, San Diego: Project/construction manager for a new Class A, 12-story, 412,000 SF structural steel tower, 4.6 MW natural gas turbine cogeneration plant, a 248 kW photovoltaic system and a 372,000 SF, seven-level parking structure • Pfizer, Master Planning, Acquisition/Development of a New Research & Development Campus, La Jolla
Education
Bachelor of Science (BS),
Administration, San Jose
State University
San Jose, CA
Certifications
BOMI Institute
Certification
Training
FMA Facilities
Maintenance
Administrator
RPA Real Property
Administrator
SMA Systems
Maintenance
Administrator
Skills:
Bilingual – Spanish
Microsoft suite
YEARS OF
INDUSTRY
EXPERTISE
30 AnnaMaria Cerros
Project Manager
City of Salinas | Project & Construction Management, Inspection Services 20 Epicus Group
Annamaria is a highly experienced project manager with extensive expertise leading projects during the planning and design phase, with an emphasis on master planning, business case development, stakeholder engagement and needs assessment, agency approvals, programming, design management and contractor bidding.
Pacific Gas and Electric, San Francisco, CA
- San Carlos Service Center Master Planning/ Programming. Program included 80,179 sf of new Materials Storage, Logistics Warehouse and Fleet Garage buildings.
- Cupertino Service Center programming, design management and construction oversight for a 72,576 SF renovation. Managed the installation of security fence walls for two large peninsula Service Center yards.
Google X, Mountain View, CA
Planned and coordinated the move and consolidation of several lab groups into one 200,000 SF location. Prepared specifications information for permit submittal and installation.
Thermo Fisher Scientific, Fremont, CA
Worked with R&D, Logistics and Operations leaders, as well as external vendors and consultants to plan and manage the relocation of 4 buildings to a new 700KSF cGMP R&D, manufacturing, and logistics facility.
Enovix, Fremont, CA
Oversaw onsite construction management support for buildout of a 67,000 sf battery manufacturing facility with R&D and corporate offices.
Coordinated with contractors and design team for RFIs and Submittals.
Genentech, San Francisco, CA
Project managed Grey Area Projects (GAP) for Genentech’s expense projects under $500K. Managed and created process for small project work: prepared process map for future handling of projects under $20K, created RFP for the projects, obtained vendor estimates and submitted proposals for customer approval. Managed and supported team’s performance metrics, including Maintenance Schedule Performance, Adherence to due date and Resource Utilization, recording failures and corrections for work deficiencies and monthly KPI scorecard for customer.
YEARS OF
INDUSTRY
EXPERTISE
25 Dean Schumacher
Sr. Construction Manager
Education
Point Loma Nazarene
University
Bachelors – Engineering &
Physics
California Polytechnic State
University, San Luis
Obispo
Masters – Integrated
Technology
Management
Licensed Class B contractor
in the State of California
LEED Accredited
Professional
Returned Peace Corps
Volunteer
Expertise
• Strategic Plan
Development
• Site / Building
Evaluation
• Space Utilization
• Project Budget
Development
• Project Schedule
Development
• Permitting
Coordination
• Owner / Builder
Process Management
Professional Summary
Dean has served in nearly every role of construction and development with General Contractors, Owner-Builders, and Construction Management firms. Dean’s construction
management experience spans across numerous sectors,
specializing in Multifamily, Affordable Housing, Government, Utility and Mixed-Use.
8Th Ave & University, Greenline Development Group ($25M) • 9 Floors - 5 wood over 4 concrete, 1 subterranean
• 8 stories, 90 units affordable & market rate with retail • Demolition of existing structures, disconnect existing utilities, relocation and undergrounding of overhead utilities in
preparation for new construction.
• Shoring of excavation, earthwork, caisson and conventional spread footing foundations, Type 1 and Type 3mod construction, all rough and finish building trades.
Del Cero Development ($49M)
• 8 stories, 114 units affordable & market rate with retail • Demolition of existing structures, disconnect of existing utilities, relocation of utilities in preparation for new construction. • Shoring of excavation, earthwork, conventional spread footing foundations, Type 1 and Type 3mod construction, all rough and finish building trades.
SoMo Mixed-Use Development, Pace Properties ($4M)
• 3 stories, 19 affordable units with commercial cold shell • Demolition of existing structures, disconnect of existing utilities • Excavation and removal of 4’ of expansive subgrade,
replacement with non-expansive materials, earthwork,
conventional spread footing foundations, type V construction, all rough and finish building trades
Creekside Villas (San Marcos, CA) ($12M)
• 3 stories, 44 affordable units with commercial cold shell, facilities included a state-of-the-art community center, business center, and exercise room.
Hotel Paseo – Marriott Autograph Collection ($36M)
• New ground up hotel featuring 152 guest rooms, 100k SF below grade parking structure, pool, bar, guest amenities including world class spa and dining.
City of Salinas | Project & Construction Management, Inspection Services 21
Andrew Souza
Project/Construction Manager
YEARS OF
INDUSTRY
EXPERTISE
6 Education:
Bachelor of Science
(BS), Mechanical
Engineering,
Minor in Business,
Boise State University
Boise, ID
Skills:
Proficient Using MS
Office
Contract
Management
Understand Plans and
Specs
Excellent
Communication
Client Satisfaction
Certifications:
OSHA 10 Hr Training
City of Salinas | Project & Construction Management, Inspection Services 22 Epicus Group
Andrew has successfully led numerous strategic programs and individual projects, with an emphasis on master planning, business case development, budget forecasting, agency approvals, project reporting, stakeholder engagement and needs assessment, programming, design management and construction management. He is excellent at working in collaborative environments, ensuring superior client feedback and satisfaction, and developing high performance teams.
Pacific Gas and Electric, San Francisco, CA
Responsible for managing projects assigned by the PG&E Corporate Real Estate Planning Team, including:
Santa Cruz Service Center ($60M)
Completely reprogrammed and renovated a 7-acre service center while keeping the facility operational. Added a new fleet garage, new operations, and warehouse building, and supporting structures such as pole storage, spoils bunkers, hazmat building and fuel island.
Developed the Master Plan with input from numerous LOB’s, leadership and stakeholder interviews and requirements gathering, headcount projections, operational programs, adjacency and utilization studies, test fits, space and configuration plans, and concept designs.
Drafted the business case, project plan and change management plan.
Provided oversight of the design partner for programming, concept design and design development, and managed the design build delivery partner through construction.
Willits Service Center ($15M)
Managed the master planning, programming, design development, entitlements, and construction of a new 16,000 sf Operations Building and supporting structures while keeping the service center operational.
Aviation Operations Center ($40M)
Ground up construction of 50,000+ sf hangar with office space and backup generation. Included site selection, planning, interviewing internal stakeholders, conceptual design, and construction oversight.
Fleet Building Expansion and Renovation ($17M)
Managed the master planning, programming, design development and construction renovation of an existing 13,000 sf building and 10,000 sf expansion. Multi-phased project to ensure fleet operations remained active.
Emergency Response Warehouse with Supporting Admin Space ($13M) Managed the ground up development of a 17,000-sf building housing critical equipment necessary during emergency response.
Security Upgrades Program ($30M)
Perimeter Fence Replacement with new security controls across 12 sites.
Danny Liu
Construction Manager
YEARS OF
INDUSTRY
EXPERTISE
2 Construction administration, review and process submittals, field Inspection including specialty inspections and QSP inspections, review and certify contractor progress payments. prepare and review change orders and construction change directives, inspect for substantial and final completion, project close out project and recommendation of project acceptance.
Pacific Gas and Electric RAS Data Center, San Francisco, CA ($57M) Build out of 27,000 sf in 73,000 sf Cold shell for PG&E operations, and office space with 2N+1 redundancy, including seismic retrofit, data rooms and exterior site improvements.
Pacific Gas and Electric Site Improvements, Hayward, CA ($6M) Major site work to improve +/- 5 Acres of asphalt and 152,000 sf bioretention/DMA area. Site paving work utilizing full depth reclamation in phases to not conflict everyday site usage. Installation of future security and IT infrastructure by horizontal boring and trenching.
Enovix, Fremont, CA ($60M)
Remodel of existing 60,000 sf building to include class 100,000 lithium-ion battery manufacturing and TI to office space, with N+1 redundancy for continued manufacturing operations. Also included were major ADA compliance upgrades to existing exterior and interior of building. Heat room operating at 120 F for charging and discharging of batteries.
Upgraded fire suppression system to include linear heat detection cable, VESDA, 2000 GPM at 100 PSI fire pump retrofit and high sprinkler heads.
Natural Formulas, Hayward, CA ($30M)
Master planning for vitamins/supplement manufacturer. With a goal of 30% expansion and optimization of manufacturing process. Site assessment and site visits of potential new manufacturing spaces in other major cities.
Education
Bachelor of Science (BS),
Construction Management,
California Polytechnic State
University
San Luis Obispo, CA
Danny has provided
technical support on
multiple projects
successfully, maintaining
excellent client engagement
and satisfaction. Focusing on
delivering a safe and
exceptional end product.
Skills
Proficient Using MS Office
Using Procore
Contract Management
Understand Plans and Specs
Using Bluebeam
Using MS Project
Certifications
OSHA 10 Training
City of Salinas | Project & Construction Management, Inspection Services 23 Epicus Group
Alexandra Torres
Asst Project Manager & Project Engineer
YEARS OF
INDUSTRY
EXPERTISE
4 Education
Bachelor of Science (BS), Civil
Engineering,
Monterrey Institute of
Technology and Higher
Education, Mexico
Industry Experience: 4 years
EPICUS Experience: 1 years
Alexandra has effectively
contributed to the oversight of
various commercial, industrial,
and residential projects,
demonstrating exceptional
coordination abilities. She excels
in problem-solving, critical
thinking, and communication.
Skills
Proficient Using MS Office
Contract Coordination
Budget Management
Understand Plans and Specs
Client Satisfaction
Bilingual – Spanish
Certifications
OSHA 10 Hr Training
City of Salinas | Project & Construction Management, Inspection Services 24 Epicus Group
Alexandra has effectively contributed to the oversight of various commercial, industrial, and residential projects, demonstrating exceptional coordination abilities. She excels in problem-solving, critical thinking, and communication.
She supports Project Managers on multiple concurrent projects, providing services including project administration, invoices and purchase requisitions, project status and dashboard reporting, meeting minutes, construction administration, OAC meeting facilitation, review/processing of payment applications, change management, change logs, COR and PCO reviews and processing, RFI and submittal reviews and processing, and project closeout.
PG&E Davis Service Center Redevelopment ($163M Budget)
Renovation of a 5-acre Service Center comprised of a deep renovation of a 26,000 SF fleet repair shop, construction of a 18000 SF fleet service garage shops with storage and equipment areas, 12000 SF 2-story office/machine shop with shared amenities, 8000 SF semi-enclosed storage shed with cantilever and pallet-racking, 15000 SF warehouse with covered loading zone, material storage and shop, 16000 SF office/conference center building with shared amenities, and 14000 SF warehouse with bull room and office spaces.
PG&E Rocklin Data Center ($55M)
Tenant improvement of 26,000 sf of an existing building including the conditioning of office spaces, mechanical, electrical and data rooms, seismic retrofit, exterior site improvements and construction of new security wall.
PG&E Site Relocation
Site selection and programming for the relocation of a 3.1-acre site, including the assessment of potential land purchase in San Francisco.
PG&E Infrastructure Upgrades
Design and execution of the electrical, mechanical and fire alarm system upgrades for a 53,000-sf data center.
Master Plan Design
Validation and transition into schematic design for the Phase 1 of a 2.1- acre service center Master Plan, consisting of the renovation/additions at 2 existing buildings and site infrastructure upgrades.
Education
Bachelor of Arts (BA),
Communications,
Holy Names University
Oakland, CA
Skills
Proficient Using MS
Office
Highly Organized
Responsible
Team Orientated
Certifications
OSHA 10 Hr Training
City of Salinas | Project & Construction Management, Inspection Services 25 Epicus Group
Paul Nunez
Document Management/Reporting
YEARS OF
INDUSTRY
EXPERTISE
3 Paul is a member of Epicus’ Project and Construction Management team, supporting the project managers and construction managers on multiple concurrent projects. His responsibilities include project document management, preparing weekly and monthly project status reports,submittal processing and reviews, review/processing of payment applications, and coordinating project closeout processes that includes reviewing closeout packages, coordinating handoff meeting, and gathering project documentation.
PG&E Lakeport Service Center – Improvements $3.6M
Correct identified current deficiencies at Lakeport Service Center. Current deficiencies included deteriorated asphalt, and non-compliant conditions against ADA and PG&E standards. Restroom was currently inoperable due to poor condition. Deliverables during this phase include replacement of yard asphalt, replace sewer lateral and restroom, and erect a new canopy.
PG&E Fresno Service Center – Fleet Bldg Renov – Expansion $16M Fresno SC Fleet Operations is designated as Tier 2 (performs major large vehicle repairs > 40 hours). Convert the existing Fresno SC Fleet Maintenance Building into a tier two facility by adding two additional bays to the existing structure. Renovations also addressed outstanding deferred maintenance, code compliance and accessibility related issues.
PG&E Rocklin – RAS Relocation $50M
RAS Operations required relocation to maintain business continuity following SFGO sale. Scope of work included demolition, seismic upgrades, installation of a perimeter security fence, site improvements, and tenant improvements to the new facility to house RAS Operations.
PG&E San Rafael SC – Investments $16M
San Rafael SC did not comply with PG&E safety and functional standards. The scope of work addressed ongoing site issues and operations deficiencies in three phases:
1. Weld Shop Renovation (New finishes/accessories, HVAC/Ventilation Upgrades, Fire Alarm/Safety, and electrical upgrades per title 24)
2. Shop Building Expansion and Tenant Improvements (Upgrade HVAC, Lighting, Fire Sprinkler, Underground piping, Sewer connection, foundation, additional restroom with shower and breakroom).
3. Fleet Building Tenant Improvements (MEP upgrades, New restrooms, Finishes/accessories, AV upgrades, Garage lighting and exhaust upgrades and conference/breakroom reconfiguration)
Victor is a member Construction Management team delivering construction projects for PG&E’s Corporate Real Estate organization and Biotech Companies. He supports the PG&E project managers on multiple concurrent projects, providing services including construction administration, OAC meeting facilitation, review/processing of payment applications, invoices and purchase requisitions, project status and dashboard reporting, change management, change logs, COR and PCO reviews and processing, RFI and submittal reviews and processing, document management and project closeout.
PG&E Davis Service Center Redevelopment ($163M Budget)
Renovation of a 5-acre Service Center comprised of a deep renovation of a 26,000 SF fleet repair shop, construction of a 18000 SF fleet service garage shops with storage and equipment areas, 12000 SF 2-story office/machine shop with shared amenities, 8000 SF semi-enclosed storage shed with cantilever and pallet-racking, 15000 SF warehouse with covered loading zone, material storage and shop,
PG&E Rocklin Data Center ($55M)
Tenant improvement of 26,000 sf of an existing building including the conditioning of office spaces, mechanical, electrical and data rooms, seismic retrofit, exterior site improvements and construction of new security wall.
Enovix Corporation, Fremont, CA (40M)
Onsite project coordinator for a 67,000 square foot battery manufacturing facility with R&D and corporate offices. Coordinated with contractors and the design team for RFIs and Submittals.
Develop and manage construction schedule.
Support the Project Manager with reviewing programming/design documentation.
Revolution Medicines, Redwood City, Ca (1M)
Onsite Project/Move Coordination- for Labs and office space totaling 129,000 SF. Keep accurate records of schedules, parties involved, prices, payments, and relevant data. Develop standard operation procedures for move processes. Oversite Lab Demo, Lab expansion, and Installation of Fume hoods. Communicate and coordinate with facilities and property management. Maintain an inventory portfolio to ensure all items are accounted for in the database.
IGM, Menlo Park, Ca
Onsite Project/Move Coordinator, 45,000 SF 2- 1 story office and Lab space. Ensure smooth transitions between project team and facilities maintenance through an “Operational Readiness” program Support facilities team by gathering new equipment information to incorporate into maintenance management
system.
Education
Project Management – SF City
College
Professional Career
Project/Facilities Coordinator with
experience in design and project
execution for newly constructed
and tenant improvements spaces.
Excellent project delivery skills
while maintaining project
schedules. He
excels in problem-solving, critical
thinking, and communication.
Strengths are onsite
management, field oversight, and
vendor management.
Skills & Training
Bluebeam
Microsoft Excel
Microsoft Project
Microsoft Word
Field Supervision
OSHA 10
City of Salinas | Project & Construction Management, Inspection Services 26 Epicus Group
Victor Guadarrama
Utility & Permit Coordinator
YEARS OF
INDUSTRY
EXPERTISE
10 AJ Guinto
Construction Inspector/Coordinator
YEARS OF
INDUSTRY
EXPERTISE
6 Education
Bachelor of Science (BS),
Marketing,
California State University
East Bay,
Hayward, CA
Associate of Arts (AA),
Psychology, Las Positas
Community College,
Livermore, CA
Aj has successfully supported
multiple projects while
having a high level of client
satisfaction. He is excellent at
working in collaborative
environments and
independently.
Skills
Proficient Using MS Office
Excellent Communication
Client Satisfaction
City of Salinas | Project & Construction Management, Inspection Services 27 Epicus Group
AJ is a member of Epicus’ Construction Management team delivering construction projects for PG&E’s Corporate Real Estate organization. He supports construction managers on multiple concurrent projects, providing services including construction inspections, review construction time and materials, daily reporting, special inspection and testing observations and coordination, review and processing of payment applications, invoices and purchase requisitions, change logs, COR and PCO reviews and processing, and project closeout.
PG&E North Portfolio
• Provide project support for over 50 projects with a Capital Improvement/Investment Budget of over $67M.
• Averaging 30 invoices and 8 purchase requisitions per month • Over a 2-year span over 130 projects closed
PG&E San Francisco GO – RAS Relocation ($54M)
Relocation and build-out of a 70,000 SF data center.
PG&E Redding Service Center - New Warehouse, Shops & Site ($29M) Weld Shop, site lighting and drainage improvements.
PG&E Sacramento – Fabrication Shop ($13M)
Expansion of existing operations building and fabrication shop to 13,000 SF.
San Rafael Service Fleet & Maintenance Weld Shop ($16M) Renovation of multiple service buildings and tenant improvements to the administration and operations buildings.
Education
Bachelor of Arts (BA),
Project Management
California State University
Eastbay (Currently
Enrolled)
Associate of Science
Heald College, San
Francisco, CA
Professional Career
2015 - Present
Jaime is a Project
Coordinator with
experience in design and
project execution for newly
constructed and tenant
improvements spaces.
Excellent project delivery
skills while maintaining
project schedules and
budgets.
Skills & Training
Bluebeam
Microsoft Excel
Microsoft Project
Microsoft Word
Project Reporting
Governance
Field Supervision
Bilingual – Spanish
City of Salinas | Project & Construction Management, Inspection Services 28 Epicus Group
Jaime Guadarrama
Inspector & Scheduler
YEARS OF
INDUSTRY
EXPERTISE
4 Jaime is a Construction Coordinator, Inspector and Scheduler with experience in project execution for new construction and improvement projects. Excellent project delivery skills while maintaining project schedules and budgets. . He supports construction managers on multiple concurrent projects, providing construction inspections, construction time and materials documentation, daily reporting, special inspection and testing observations and coordination, review and processing of payment applications, change logs, COR and PCO processing, and project closeout.
San Francisco GO – RAS Relocation ($54M)
Build out a new 73,000 SF high critical operation center, which includes office space, data rooms, and completed exterior site improvements. The project scope encompasses the planning, design, construction, and implementation phases of the PG&E Data Center Expansion Project. This includes site assessments, facility upgrades, equipment installation, testing, commissioning, and transition to operational status. The project adheres to industry standards, regulatory requirements, and PG&E's internal policies and procedures.
San Francisco GO – Wellness Center ($30M)
The objective of this project was to establish a dedicated 6,500 SF health and wellness center exclusively for PG&E employees, aimed at promoting employee health, well-being, and productivity. The center offered comprehensive healthcare services, preventive care, and wellness programs tailored to the specific needs of PG&E staff.
San Francisco GO – Capacity Improvements ($15M)
The focus of this project is to facilitate the relocation of PG&E employees to a new office space while undertaking minor renovations to customize the workspace and ensure a smooth transition. The project aims to optimize office layout, enhance functionality, and create a collaborative work environment that meets the needs of PG&E staff and supports organizational goals.
Vacaville Critical Operations Center ($70M)
Scope of work include design, build, and commission a state-of-the-art 20,640 SF Critical Operation Center (COC) for PG&E, equipped with advanced technologies, resilient infrastructure, and redundant systems to support the safe, reliable, and efficient operation of the electric and gas distribution systems. The COC serves as a centralized hub for monitoring, control, and response activities, enhancing situational awareness, grid management, and emergency preparedness.
San Rafael Service Center – Site Improvements and Investments ($33M) Design and construct a new 12,500 SF Weld Shop, 13,640 SF Vehicle Maintenance Shop, and 9,500 SF office space with conference rooms.
Implementation of energy-efficient technologies, renewable energy solutions, and conservation measures to reduce environmental impact and operational costs.
Fresno- Fleet Garage Redevelopment ($18.3M)
Demolished a 15,000 SF building comprised of vehicle service bays, hazardous materials storage, warehouse and office space. Replaced with a new 23,000 sf fleet garage. Disconnected all existing utilities and provided new utility connections. Managed needs assessment, business case and funding approval, planning, hazardous survey and remediation, design, permitting and construction phase activities.
Dedicated HR Generalist with 4 years of experience in managing employee relations, talent acquisition, labor compliance, and government programs management. Seeking to contribute dynamic HR skills to a progressive organization focused on employee development and organizational growth. Seeking to leverage expertise in regulatory compliance, stakeholder engagement, and program administration to contribute effectively to a dynamic organization focused on workforce development and community outreach. Adept at managing and administering government-funded initiatives, including workforce development programs. Committed to facilitating partnerships and driving positive outcomes in support of program goals and community development. • Manage full-cycle recruitment process, including sourcing candidates, conducting interviews, and facilitating onboarding procedures for new hires.
• Administer employee benefit programs, conduct benefits orientations, and address employee inquires regarding benefits & policies.
• Develop and implement HR policies and procedures to ensure compliance with state and federal regulations.
• Coordinate performance management processes, including conducting performance evaluations and providing feedback to employees and managers.
• Handle employee relations issues, including investigations, conflict resolution, and disciplinary actions when necessary.
• Conduct training sessions on topics such as sexual harassment prevention, diversity, and inclusion.
• Create compelling content for marketing collateral, including brochures, RFQs, website content, LinkedIn posts.
• Collaborate with cross-functional teams, including sales, product development, and design, to ensure alignment of marketing efforts with business objectives.
• Manages invoicing, proposals, Pos, and financial transactions, ensuring accurate tracking of money flow from customers and vendors while maintaining meticulous records for audit compliance. • Assist in managing corporate insurance programs, including workers compensation & general liability.
• Lead government certification processes, ensuring compliance and successful acquisition of essential certifications.
Education
Bachelor of Science (BS), Family
& Human Development
Arizona State University
Tempe, AZ
Skills
Proficient Using MS Office
Strong Communication &
Interpersonal Skills
Attention to Detail and
Organizational Skills
Efficient in QuickBooks
Certifications
HR Certification - SFSU
City of Salinas | Project & Construction Management, Inspection Services 29 Epicus Group
Gisella Espana
Labor Compliance Outreach & Government
Programs
YEARS OF
INDUSTRY
EXPERTISE
4 SAMPLE
DOCUMENTS
City of Salinas | Project & Construction Management, Inspection Services 30 Business Case
QAC Meeting Minutes
City of Salinas | Project & Construction Management, Inspection Services 31 Epicus Group
RFI
Submittal
City of Salinas | Project & Construction Management, Inspection Services 32 Epicus Group
FEE, SAMPLE INVOICE,
INSURANCE &
ADDENDUM
City of Salinas | Project & Construction Management, Inspection Services 33 City of Salinas
RFQ for Project Management, Construction Management and Inspections Services Fee Schedule contains Epicus’ hourly rates and position classifications for providing project management, construction management, and inspection services in accordance with the RFQ task statement of work. The rates provided are fully burdened for the posititions identified.
City of Salinas | Project & Construction Management, Inspection Services 34 Epicus Group
City of Salinas
Hourly billing rates are fully burdened rates inclusive of labor, fringe benefits, applicable taxes & insurance, overhead/G&A and profit.
Rates will adjust in 2025 and 2026.
Reimbursable expenses are dependent upon specific assignment, scop of services and duration. Reimbursable expenses would cover project related expenses such as transportation costs and from Salinas, project materials and supplies.
FEE SCHEDULE
Position 2024 Hourly Billing Rate
Principal $ 240.00
Sr. Project Manager $ 225.00
Project Manager $ 200.00
Sr Construction Manager $ 195.00
Construction Manager $ 170.00
Assistant Project Manager / Project Engineer $ 165.00
Project Coordinator / Administrator $ 125.00
Utility / Permit Coordinator $ 105.00
Inspector / Construction Administrator $ 105.00
Scheduler $ 125.00
Labor Compliance / Outreach $ 95.00
Epicus Group LLC
515 Burns Circle
San Ramon, CA 94583 US
[email protected]
www.epicusgroup.com
INVOICE
BILL TO
Jason Anderson
ATPD, Inc.
1 Post Street
Suite 2200
San Francisco, CA 94104
SHIP TO
Jason Anderson
ATPD, Inc.
ATPD, Inc
1 Post Street
Suite 2200
San Francisco, CA 94104
INVOICE # 878
DATE 05/31/2024
DUE DATE 07/15/2024
TERMS Net 45
P.O. NUMBER
5934
DATE DESCRIPTION QTY RATE AMOUNT
05/31/2024 AJ Guinto - Project Specialist 1 0.00
05/31/2024 Andrew Souza - Owners Representative 1 0.00
05/31/2024 Annamaria Cerros - Owners Representative 1 0.00 05/31/2024 Paul Nunez - Project Specialist 1 0.00
05/31/2024 Ron Espana - Portfolio Manager 1 0.00
05/31/2024 Reimbursable Expense - May 1 0.00 0.00
BALANCE DUE $0.00
ADDENDUM NO. 1
DATE: May 2, 2024
TO: Potential Responders to Request for Qualifications FROM: Francisco Brambila, Acting Planning Manager
RE: Request for Qualifications for On-Call Project Management, Environmental Services, Construction Management, and Inspection Services
This Addendum answers questions e -mailed to [email protected] and submitted to the City through PlanetBids.
Questions and Answers:
1. We attempted to download the files from your planet bids page, however the documents tab is empty. May we have a copy of the RFP for On -Call Project Management, Environmental Services, Construction Management, and Inspection Services please?
Answer: Yes, on April 19, 2024, th e City uploaded two PDFs within PlanetBids in response to this question. One PDF contained the On-Call Project Management, Environmental Services, Construction Management, and Inspection Services RFQ and the second PDF contained a template of the City’s Agreement for Professional Services.
2. The RFQ states to include biographies or resumes of each team member in section
2. Firm Experience and Qualifications. Can we include the resumes for the team in an Appendix?
Answer: Yes, potential responders to the RFQ can add their team’s biographies or resumes as an appendix and/or attachment within their proposal.
3. We would like to clarify if we can submit our package specific to areas of Focus 1 & 3 (Project Management & Construction Management) if possible or if the City is seeking only proposals containing all 4 Focus Areas in one submission.
Answer: The City invites submissions for one or all the services detailed in the RFQ.
These submissions may target multiple Focus Areas or concentrate on a single Focus Area, as determined by the applicant's discretion.
END OF ADDENDUM
Northern California Office
12647 Alcosta Boulevard, Suite #360
San Ramon, CA 94583 www.epicusgroup.com
Southern California Office
888 West E Street #502
San Diego, CA, 92101