Salinas City Council
June 18, 2024

Form: Professional Services Agreement v. October 2023 Page 1 of 16 Ausonio Inc.

Jun 2024

MASTER SERVICE AGREEMENT

FOR PROFESSIONAL SERVICES

BETWEEN

THE CITY OF SALINAS AND AUSONIO
INC.

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Contents
RECITALS ..................................................................................................................................... 4 TERMS ........................................................................................................................................... 4

1. 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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AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN
THE CITY OF SALINAS AND AUSONIO INC.

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 Ausonio Inc. 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 and Construction Management, 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 Communi ty 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:

Andrew P. Ausonio, P.E., President
Ausonio Incorporated
11420 A Commercial Pkwy
Castroville, CA 95012
[email protected]
(831) 633-3371

(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: Andrew Ausonio
Its: President

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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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PRESENTED TO:

REQUEST FOR QUALIFICATIONS FOR PROJECT

MANAGEMENT, ENVIRONMENTAL SERVICES, CONSTRUCTION

MANAGEMENT, AND INSPECTION SERVICES

FOR

MULTIPLE PUBLIC FACILITIES IMPROVEMENT PROJECTS

May 10, 2024
11420 A Commercial Parkway, Castroville, CA 95012-3214
831.633.3371 Phone | 831.633.3389 Fax | www.ausonio.com

PROPOSAL &

QUALIFICATIONS

MONTEREY CONFERENCE CENTER CM
City of Salinas
Community Development Department
65 West Alisal Street
Salinas, CA 93901

TABLE OF CONTENTS
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
1 | Cover Letter of Introduction and Executive Summary Page 04 2 | Firm Experience and Qualification Page 06
Firm Background / Description of Services Page 06
Team Qualifications Page 07
Relevant Projects Page 08
Sample Documents Page 12
Resumes Page 13
3 | Fee Structure Page 21
Rate Sheet Page 21
Sample Billing Page 22
4 | General Contract Requirements Page 24
Proof of Insurability Page 25
Concurrence with contract provisions Page 24
APPENDIX Page 26

The Ausonio team were instrumental in the success
of the project, which had an extremely aggressive
schedule and constrained budget... We appreciate
Ausonio Inc. and their several years of effort on the
Freeman Stadium renovation. ”

- Jack E. Andersen, AIA, NCARB, LEED AP, FMP
Director of Architecture, CSU Building Official
CSU Office of the Chancellor

CSUMB FREEMAN STADIUM CM
1 | COVER LETTER

May 10, 2024

Attn: Francisco Brambila, Acting Housing Planning Manager City of Salinas
Community Development Department
65 West Alisal Street
Salinas, CA 93901

RE: RFQ for PM, Environmental, CM, and Inspection Services

Dear Mr Brambila :

Thank you for inviting Ausonio Incorporated to offer our professional services to the City of Capitola. As a local firm based within Monterey County, we are honored for the opportunity to partner with you to enhance this vibrant community. Over our 65 -year history, the Ausonio family has designed, constructed, and invested in local properties and surrounding communities to enhance the area at large.

Client: Exceed expectations from kickoff through closeout via continual collaboration Safety: Ensure the safety of our workforce, project partners, and the general public Quality: Build it right the first time
Controls: Combine communication with innovation to deliver on time and on budget Motto: Teamwork makes the dream work!

We have a highly experienced and capable staff that are prepared to make this a successful project for the City. We invite you to review pages 8 through 11 to review relevant project experience , which includes the $70M Cal State University Monterey Bay Student Union Building, which used the Design - Build delivery method and was awarded the 2022 DBIA National Merit Award. In addition, Ausonio and its team members have a history of outstanding project achievement, including the Design -Build CSUMB College of Arts, Humanities & Social Sciences as well as the award -winning Freeman Stadium for Monterey Bay F.C which was named one of the 2023 APWA Monterey Bay Projects Of The Year.

Ausonio would like to be considered for Focus Areas 1 (Project Management) and 3 (Construction Management). We believe our qualifications and experience detailed in this proposal will align with these services. Pam Lapham, senior project manager, will be the main point of contact for all questions about this proposal.

We have the availability and time to dedicate personnel and resources necessary to provide on - call services.

We hereby acknowledge that all members of our team have received, reviewed, and understand the Request for Qualifications, Addenda and all associated documents. Please accept the following proposal in response.

Respectfully submitted,

Andrew P. Ausonio, P.E.

President, AUSONIO INCORPORATED
Main Office:
11420 A Commercial Pkwy
Castroville, CA 95012
(831) 633-371 office
(831) 633-3389 fax
FEIN : 77-0360208

Point of Contact:

Pam Lapham, AICP
Senior Project Manager
[email protected]
(831) 633-3371

Authorized Executor:

Andrew P Ausonio, P.E
President
[email protected]
(831) 633-3371
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion

“Ausonio met every schedule, even with the changes we
introduced during construction, of which there were
many. In one span of time, Ausonio completed 72 rooms
in 18 days … W e are very pleased with the work done by Ausonio and recommend them highly for your project. ”

- Janine M Chicourrat
General Manger
Portola Hotel & Spa

PORTOLA HOTEL & SPA
2 | FIRM EXPERIENCE & QUALIFICATIONS

FIRM BACKGROUND
Founder, Andrew E. Ausonio built a reputation for excellent quality and expertise in development and construction. Now in its second generation, the company, headed by Andrew P. Ausonio, a licensed engineer, continues this tradition as one of the most respected full-service construction firms throughout its 60+ years of existence in the region offering Design, Construction Management, Lease-leaseback, General Contractor services, and more.

Collaboration with The City
Our internal slogan here at Ausonio is “Teamwork Makes the Dream Work”. We believe that a shared vision, effective communication, and trusting our partners will ensure a successful – and enjoyable – project experience .

We work with clients to develop customized project approaches that help control costs while maintaining project quality. Our 65-year history as a design-builder allows for us to understand the perspectives of all parties in a project, and help to develop methods to align everyone's incentives towards the project good. Through our on - call and staff extension work with agencies, we seek to identify and mitigate project risks to avoid impacts. For some clients, the savings created through our involvement has exceeded our entire fee for the engagement.

Our award -winning team has served in Monterey as well as San Benito and Santa Cruz Counties for over six decades. During this time, our commercial construction company has won a series of prized awards, such as the Excellence in Design award granted by the American Buildings Company, The Constructor Award for Techniques And Innovation In Construction materials awarded by California ’s AGC and the Tilt -Up Achievement Award. These prizes, the solid portfolio, and our track record - along with our numerous customer testimonials and reviews - make us believe that we are truly the best in our industry.

Name of Firm: Ausonio Incorporated

General Services:
 Construction Management
 Project Management
 General Contracting
 Carpentry

Experience:
 Design Build
 Design Assist
 Lease-Leaseback
 Public Works
 DSA
 OSHPD

Established: 1959

Place of Business & Local Office:
11420 A Commercial Parkway
Castroville, CA 95012

We always put quality first, as we believe that
customer satisfaction should be the ultimate
goal of every construction company.

TRUSTED LEADER IN SINGLE -SOURCE DESIGN AND
CONSTRUCTION ON THE CENTRAL COAST AND BEYOND! 1959
SINCE
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion

Taryn Ordonio
Project Engineer
4 Years Experience
3 Years with Ausonio
Marty Frankis
Scheduling and Budget
Expert
Steve Pichler
Project Manager
11 Years Experience
3 Years with Ausonio
Jen Dreyer
Project Manager
17 Years Experience
1 Years with Ausonio Pam Lapham, AAICP
Sr Project Manager
25 Years Experience
7 Years with Ausonio
Brian Tracy, P.E., CCM
Principal-in-Charge
20 Years Experience
4 Years with Ausonio

COMPANY ORGANIZATION

TEAMWORK MAKES

THE DREAM WORK
Ausonio has the ability to provide staff as necessary to ensure a successful project. Our Project Managers (PMs), Project Engineers (PEs) and superintendents meet weekly to share collective knowledge, experience and project status.

Because of this sharing of information, the PMs and PEs can get up to speed quickly as back -ups, if needed. Our team ’s depth of knowledge and locality allows us to dispatch at a moment’s notice, any of our leading experts to assist with any of the complex issues that might arise.

Ausonio uses a team approach to leverage our depth of in - house expertise to bring maximum value to our clients.

Listed below are the other members of the Ausonio Team
that are available to the above project team for additional support as needed.

Experience with Various Municipalities
Brian Tracy, P.E., CCM, Principal-in-Charge
 CSUMB
 County of Monterey
 Monterey Peninsula College
 Monterey Peninsula Regional Parks District
Pam Lapham, AAICP, Sr Project Manager
 Monterey Peninsula Regional Parks District
 Alisal Union School District
 County of Monterey
Jen Dreyer, Project Manager
 Alisal Union School District
 CSUMB
 Monterey Peninsula Regional Parks District
Steve Pichler, Project Manager
 CSUMB
 Monterey Peninsula Regional Parks District
Taryn Ordonio, Project Engineer
 CSUMB
 Alisal Union School District
 Monterey Peninsula Regional Parks District

EXECUTIVES
Andrew Ausonio, P.E. President
Samuel Phillips COO/ Sr. Project Manager

GENERAL CONTRACTING DIVISION
Troy Fink Sr. Project Manager
Kerry Adkinson Project Manager
Jimmy Rodriguez Asst. Project Manager / Estimator
Rhonda Wallace Sr. Project Engineer
Cameron Caviness Project Engineer
Amanda Ausonio Project Engineer

CONSTRUCTION DIVISION
Brian Tracy, P.E., CCM Director of CM
Dustin Conner, CCM Sr. Project Manager
Pam Lapham, AAICP Sr. Project Manager
Steve Pichler Project Manager
Aaron Palma Project Manager
Diane Miller Project Manager
Jen Dreyer Project Manager
Jill Kronick Asst. Project Manager
Gerardo Ramirez Asst. Project Manager
Bryan Martinez Asst. Project Manager
Taryn Ordonio Project Engineer

ACCOUNTING DEPARTMENT
Tatiana Bernal Project Accountant
Jillian Wisniewski Accounting Clerk
Francesca Lizaola Office Administrator

FIELD COORDINATION TEAM
Esperanza Soltero General Superintendent
Mike Ham Field Superintendent
Eric Nielsen Field Superintendent
Jeff LaGrange Field Superintendent
Bradley Ward Field Superintendent
Andy Rojas Foreman
Rick Gonzales Foreman
Leo Parades Foreman
Tony Cerda Foreman
City of Salinas
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RELEVANT PROJECT EXPERIENCE
CSUMB Freeman Stadium
Project Location: 100 Campus Center, Seaside
Start : September 21 ,2021 | Completion : May 7, 2022
Project Cost: $11 M | CM Contract Value: $230 K
For almost 20 years, the stadium sat mostly idle - a desolate slab of concrete - except for hosting graduations for CSUMB students. After the renovation of the stadium houses 90,000 SF of FIFA, USL, and NCAA -approved synthetic turf field, seating for 6,000 people, stadium lighting, Broadcast/Press Box, a beer garden, and renovated offices and field house.

This has become a place to gather the community and
celebrate the diversity and beauty of both the people and place that represent the Monterey Bay.

Minimizing Student & Community Impact During
Construction The stadium ’s location on the CSUMB
campus made it easier to isolate construction from the
public. However, the stadium is adjacent to the Otter Sports Complex and the Aquatic Center, requiring the team to
coordinate with the University to ensure students could continue using these facilities unimpeded.

Some of the largest challenges included:

Multiple owners – managing the needs, wants, and
expectations of both the university and MBFC leadership.

Non-construction owner – MBFC was not experienced with
the many requirements of building on state property. The project team worked collaboratively to identify best value solutions to each issue that arose during the design,
permitting, construction, and closeout process.

Utility coordination – the existing infrastructure had been installed by the US Army in the days of Fort Ord. The entire electrical and lighting system were replaced from scratch, and proactive communication with PG&E allowed for
equipment and activation to occur without critical path impacts. Similarly, partnering -based outreach with the Marina Coast Water District allowed for productive
agreements on the design and on -time inspections of the completed work.

Ausonio Inc’s Role: Construction Manager
Team Members:
 Brian Tracy, PE, CCM - Capital Programs Manager
 Steve Pichler - Project Manager
Owner & Contact:

CSUMB Campus Planning & Construction
Julie Wyrick , Director 831-582-3700 [email protected]
Architect & Contact:

HOK—Edward Mills 415-356-8510
“We now have the best soccer facility in the CCAA
conference and likely in the entire NCAA DII.”
– Kirby Garry, CSUMB Athletics Director
City of Salinas
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The project consisted of a phased renovation to the existing CSUMB Otter Express dining facility. The scope of
improvements included new kitchen equipment, code
upgrades, private dining, a new bar, a modernized seating area, and site accessibility updates.

A traditional full interior renovation and code upgrade would have taken the facility offline for an entire academic year.

Instead, the construction management team developed a
phased approach to the improvements that achieved all
project goals while keeping the building in operation to serve the CSUMB community.

One of the key scope elements was an upgrade to the
building’s fire alarm system. Rather than replace portions of the system during each phase, the entire system was
upgraded during the initial phase. This required significant advance coordination between the design team and
University to commit to the configuration and layout of all walls, equipment, and furniture so that the upgraded system would contain all of the devices that would be needed at the end of the project.

Some of the largest challenges included:

Interior renovations always carry the risk of unanticipated concealed conditions that are not discovered until work is underway, which was the case here. Because time was of
the essence to reopen after each break, the team partnered with the local deputy State Fire Marshal to create phased permitting reviews that allowed portions of work to proceed while others were awaiting approval.

The other significant challenge was that of extremely long - lead times for equipment, particularly. Rather than delay the project, the project team worked with the vendor to
reconfigure existing equipment and bring in temporary
equipment from other campus locations until the new
equipment was available. As new pieces of equipment
arrived, the construction team installed them during nights and weekend closures to avoid service interruptions.

CSUMB Otter Express

RELEVANT PROJECT EXPERIENCE
Project Location: 100 Campus Center, Seaside
Start : 12/2/2021| Completion : 03/17/2023
Project Cost: $1,508,000 | CM Contract Value: $83,000
Ausonio Inc’s Role: Construction Manager
Team Members:
 Brian Tracy, P.E., CCM—Capital Programs Manager
 Steve Pichler– Project Manager
 Taryn Ordonio—Project Engineer
 Marty Frankis—Scheduling and Budget Expert
Owner & Contact:

CSUMB Events, Facility Operations and Contracted
Services—Teresa Slaton 831-772-7021 [email protected]
Architect & Contact:

Omniplan, Inc—Neysha Rios 214-826-7080
City of Salinas
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RELEVANT PROJECT EXPERIENCE
Encompass Si Se Puede
Project Location: 161 Miles Lane, Watsonville
Start : 2023 | Completion : 2024 (Projected)
Project Cost: $12.5 M | CM Contract Value: $389,788
Brief Scope: Construction Management Services for the construction of a new state -of-the- art behavioral healthcare facility to include : A 7,766 square foot Residential Treatment building with capacity for 30 -beds, a fully equipped clinic, a dedicated client intake room, three large group counseling rooms, two smaller counseling rooms, a client computer -use space, an outdoor courtyard, an industrial kitchen and spacious dining and recreational area, and a 3,864 square foot Outpatient Treatment building with four large group counseling rooms, electronically equipped classroom, five smaller counseling rooms, a medical clinic and a welcoming reception and waiting room area, as well as family areas and spaces for ongoing recovery support.

This project was the recipient of several state and federal grants. Ausonio assisted with grant application reviews, meetings with agency staff, setting up audit tracking systems, creating milestone schedules, cash flow projections, preparing draws, mandatory reporting, and incorporating grant requirements into construction contracts as required.

Ausonio Inc’s Role: Construction Manager
Team Members:
 Brian Tracy, P.E., CCM - Principal
 Jen Dreyer - Project Manager
 Marty Frankis - Cost Estimating
Owner & Contact: Encompass Community Services
Linda Alves, COO | 831-261-4866 [email protected] Alisal Union School District Maintenance

Project Location: Various Locations—Salinas, CA
Start : Summer 2023 | Completion : Summer 2024
Project Cost: $3,740,025 | CM Fee: $302,717
Brief Scope: Program manager for deferred maintenance projects at multiple elementary schools during summers 2023 and 2024.

The scope of work consisted of Priority 1 deferred maintenance improvements at five elementary schools. The budget for these improvements was $1,022,409. Ausonio served as the District ’s representative in all aspects of project execution. We provided reports of project status to District leadership, and identified problems and issues encountered in accomplishing the work and recommended the appropriate action for resolution of problems to minimize impact to the completion schedule.

Ausonio Inc’s Role: Construction Manager
Team Members:
 Brian Tracy, P.E., CCM - Principal
 Pam Lapham, AAICP - Program Manager
 Jen Dreyer - Project Manager
 Taryn Ordonio - Project Engineer
Owner: Alisal Union School District - Rais Abbasi, Associate Superintendent of Business Services | 831-753-5700 ext. 2033 [email protected] City of Salinas
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RELEVANT PROJECT EXPERIENCE
CSUMB Otter Student Union

Project Location: 100 Campus Center, Seaside
Start : 2020 | Completion : 2022
Project Cost: $71 M | CM Contract Value: $450 K | Savings at Completion: $667,000

Brief Scope: The 71,000 SF building houses activity spaces, meeting rooms, lounges, food service space, campus store, retail space, student government club and organization space and administrative and support spaces. The site posed some major topographic and grading challenges with approximately 24 ft of elevation change. The building siting captures sustainability best-practices with daylighting and a design that yields a relationship of indoor and outdoor gathering space and provides a welcoming transition from the Main Quad.

The building is certified LEED Silver.

Ausonio also managed the successful negotiation of all final claims, including a global delay from the COVID emergency.

Ausonio Inc’s Role: Construction Manager
Team Members:
 Brian Tracy, P.E., CCM - Capital Program Manager
 Taryn Ordonio - Project Engineer

Owner & Contact: CSUMB - Julie Wyrick 831-582-3700 [email protected] Architect: HGA
CSUMB Chapman Science Center HVAC & Electrical Upgrades

Project Location: 100 Campus Center, Seaside
Start : 2022 | Completion : 2023
Project Cost: $3.5 M | CM Contract Value: $69,360

Brief Scope: These two combined projects provided critical upgrades and modernization for the fire alarm and HVAC systems at the CSUMB Chapman Science Center. The project also furthered the CSUMB sustainability and climate goals by replacing natural -gas HVAC units with new models served by the campus hot and chilled water loop system.

Ausonio provided design oversight, permitting management, procurement, construction management, and commissioning coordination. The specialty contractors were Central Electric and FM Booth. The success of the project required close collaboration with the leadership of the CSUMB Department of Science to ensure no impacts to ongoing experiments and research.

Ausonio Inc’s Role: Construction Manager
Team Members:
 Brian Tracy, P.E., CCM - Capital Program Manager
 Steve Pichler - Project Manager
 Taryn Ordonio - Project Engineer

Owner & Contact: CSUMB—Julie Wyrick 831-582-3700 [email protected]

Architect: Axiom Engineers
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
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These will be available in larger scale in the appendix.

DOCUMENT SAMPLES
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
Project Flight Gauge
Contract Summary
Value Engineering Worksheet

Brian is a thorough, organized project manager with diverse experience, including utilities, public, education, municipal, and transportation projects.

He has served as project controls manager for large capital program teams, shaping the project specifications and managing the design and construction schedules. His depth of experience in schedule analysis and cost management ensure that tight budgets and schedules are met while keeping clients and user goals the top priority. Brian is a leader within Ausonio in managing project controls and providing training and development to others both within and outside the firm. His technical expertise and clear communication style allow him to translate complicated engineering issues to everyday terms. He excels in brokering agreements on the toughest of projects with a combination of deep technical understanding and dedicated focus on achieving consensus. Brian’s affinity for projects that benefit the public make him a conscientious, committed manager who ensures a smooth and efficient project delivery.

California State University Monterey Bay Capital Projects, Marina, CA ($125M)
Provided campus planning, construction project management, and facilities improvement management duties for CSU Monterey Bay. Coordinated with internal campus stakeholders, facilities & planning department leadership, and construction teams, including active management of in-house trades. Projects ranged from minor upgrades to major multi-million-dollar campus capital improvements.

Encompass Community Services Si Se Puede, Watsonville, CA ($13M) Role: Project Executive & Grant Management
New behavioral health campus featuring 12,000 SF of space across two buildings, retaining walls, sitework, and landscaping. Provided client management and day-to-day project management oversight, including support for public outreach and grant administration.

Alisal Unified School District, Salinas, CA ($20M)
Role: Program Executive
Reconstruction of existing elementary school and district-wide deferred maintenance program. Provided client management and oversight of project management team.

Monterey Peninsula Regional Parks District: Carmel Valley, CA ($5M) Role: Project Executive
Addition of new hiking trail head, public transportation area, multipurpose pad as well as new community restrooms. Preparing, scheduling, coordinating, monitoring and documenting progress of project. Addition of new hiking trail head, public transportation area, multipurpose pad as well as new community restrooms.

PRIMARY OFFICE
11420 A Commercial Parkway
Castroville, CA 95012
831-262-8641
[email protected]

EXPERIENCE
Ausonio Incorporated
June, 2020 – Present
Director of Construction Management

Since 2005 :

Cotter Consulting, Inc.

McDonough Bolyard Peck, Inc (MBP)
Peter Kiewit Sons’

EDUCATION
B.S. in Civil Engineering
University of Notre Dame (2005)

CERTIFICATIONS
Licensed Professional Civil
Engineer in AZ, IL, and NC

Certified Construction
Manager, CMAA

OSHA 10-Hour
Construction Training, 2020

Trained in Procore
Brian Tracy, P.E., CCM
Principal in Charge

ENCOMPASS SI SE PUEDE CSUMB STUDENT HOUSING JOHN STEINBECK ELEMENTARY City of Salinas
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Pam is a Project Manager with Ausonio Incorporated and has been in the Construction Industry for almost 30 years. She is a dedicated, team -focused and results -based team member that values collaboration and client satisfaction over everything.

New Wellness Center at Salinas Education Center | Salinas, CA ($1,500,000)
Project management during preconstruction of new wellness center.

New Classrooms & Administration Buildings at Alisal Community School Salinas, CA ($16,000,000)
Construction management of 20,120 square feet buildings plus site improvements under the lease leaseback delivery method.

Demolition at Alisal Community School | Salinas, CA ($1,100,000) Construction management of demolition of two existing buildings and utilities.

Multi-Purpose Room Interior Improvements at Cesar Chavez Elementary Salinas, CA ($100,000)
Construction management of interior improvements to remove table pocket walls and refresh finishes & trim.

Multi-Purpose Room Interior Improvements at Creekside Elementary Salinas, CA ($100,000)
Construction management of interior improvements to remove table pocket walls and refresh finishes & trim.

Multi-Purpose Room & Classroom Improvements at Virginia Rocca Barton Elementary | Salinas, CA ($100,000)
Construction management of interior improvements to refresh finishes and build back wall removed during abatement.

Exterior Site Improvements at John Steinbeck Elementary and Virginia Rocca Barton Elementary | Salinas, CA ($300,000)
Construction management of site improvements that included patching of asphalt, slurry, sealing, and striping.

Roofing Repair Monterey Bay Air Resources District
Monterey, CA ($365,000)
Construction management of roofing membrane application and coping cap replacement.

Emergency Abatement and Roof Repair at Virginia Rocca Barton Elementary School Center | Salinas, CA ($65,000)
Construction management of emergency mold abatement and roofing repairs at two classrooms.

Contact Information
Phone: 831-288-8177
Email: [email protected]

Previous Experience
2013 – 2022 | CSUMB
Various Positions:

Senior Budget Analyst
Capital Projects Manager
Capital Projects Coordinator
2005 – 2013 | PMC
Associate Planner
Assistant Planner

Education
2002 Monterey Peninsula College –
Ornamental Horticulture
1995 California Polytechnic State
University - Soil Science Major
1991 College of Alameda. Associate of
Arts - Social Science

Certifications
2022 American Institute of Certified
Planners
2019 A Critical-to- Quality Tree Training

Organizations
2018 APWA Project of the Year Award
of Merit for the 8th Avenue/Inter-
Garrison Road Roundabout Project
Pam Lapham, AAICP
Sr Project Manager

CESAR CHAVEZ ELEMENTARY CSUMB INTERGARRISON ROUNDABOUT JOHN STEINBECK ELEMENTARY City of Salinas
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Results-driven & passionate professional with 20+ years of expertise in team leadership, project management, financial planning, and facilities maintenance. Demonstrated expertise in overseeing maintenance, construction, and security activities for large-scale organizations. forward- thinking & adaptable communicator who nurtures relationships with staff, contractors, and other stakeholders to build effective solutions and navigate all phases of large- scale projects. Strategic & open-minded problem solver who thrives in fast-changing environments, adheres to deadlines and budgets, and successfully balances competing priorities to achieve customer satisfaction. Committed to delivering exceptional service and driving continuous improvement initiatives.

Encompass Community Services Si Se Puede, Watsonville, CA Role: Project Manager
New behavioral health campus featuring 12,000 SF of space across two buildings, retaining walls, sitework, and landscaping. Provided overall project management and construction management services, including renovation of temporary program facility location and relocation management for client.

Various Projects, California State University Monterey Bay, Marina, CA Role: Project Management
Provided planning, design, permitting, construction, and commissioning management for multiple projects at CSU Monterey Bay. Coordinated with internal campus stakeholders, facilities & planning department leadership, and construction teams, including in-house trades. Projects ranged from minor upgrades to major multi-million-dollar campus capital improvements.

Deferred Maintenance Improvements at Various Schools, Alisal Unified School District, Salinas, CA
Role: Project Management
Provided planning, scoping, procurement, and construction management for multiple deferred maintenance projects across Alisal Unified School District. Coordinated with district leadership, school leadership, and maintenance staff.

Education Structure at Garland Regional Park, Monterey Peninsula Regional Parks District, Carmel Valley, CA
Role: Project Management
Provided planning, design, permitting, procurement, construction, management for a new outdoor education pavilion at Garland Regional Park. Coordinated with district leadership, ranger staff, modular structure vendor, and design firm to ensure budget and schedule compliance and the safety of the visiting public.

Contact Information
Phone: 831-233-2389
Email: [email protected]

Previous Experience
2007-2023 | Monterey Bay Aquarium
Manager of Facilities
Facilities Project Manager
Systems Operator

Education
Master Of Science in Marine Science in
Paleoceanography, Moss Landing
Marine Laboratories

Marine Advanced Technology
Education in Robotics & Mechanics,
Monterey Peninsula College

Bachelor Of Science in Marine Biology,
UC Santa Cruz

Certifications
Licensed Drone Pilot, FAA
Associate Constructor, CPC
LEED Green Associate
Systems Operator I & II
Jen Dreyer
Project Manager

CSUMB CHAPMAN SCIENCE CENTER HVAC ENCOMPASS SI SE PUEDE JOHN STEINBECK ELEMENTARY City of Salinas
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Steve has been a valued Ausonio employee since 2021: He is a result focused professional specializing in all aspects of remodeling and construction with a competitive spirit, a high degree of flexibility, and a tolerance for change. Steve has proven to be extremely focused on overseeing multiple projects, and ensuring that policies and procedures are followed while staying under budget and finishing the projects on or before schedule.

RELEVANT EXPERIENCE

SLVUSD New CTE Buildings SLVUSD | Felton, CA ($10M)
Construction Manager oversight on two (2) new Career Technical buildings. The first is the Software and Development CTE building (4,800 SF), and the second is the Agri -Science CTE building (4,320 SF). The project includes all associated site work, utilities and site improvements.

SLVUSD Middle School TI | San Lorenzo Valley CA ($10M)
Project Manager Complete renovations of 7 buildings including new fire alarm, hvac, interior finishes, casework restrooms, site work, roofs, paint, windows, and doors. Coordinating multiple phases while school is currently in session.

CSUMB Monterey Bay Football Club Stadium | Seaside, CA ($11M) Project Manager oversight on 6000 -person capacity professional soccer stadium renovation.

CSUMB Minor Projects | Seaside, CA
Athletics Field Turf Upgrades, Aquatics Center Renovation, Athletics Streaming Video Infrastructure, HVAC upgrades on multiple buildings, Fire Alarm upgrades on multiple buildings

Marina High School TI | Marina, CA ($12M)
Complete renovation of 3 buildings. New science building, new chemistry building, and a new library.

MCDC | Marina, CA ($9M)
Electrical upgrade including new switch gear , PG&E pole, and new breaker panels throughout entire school. Including 2 new portables for classrooms, and new landscaping and slurry throughout entire school.

Contact Information
Phone: 408-931-0501
Email: [email protected]

Previous Experience
2020–2021 | RGMKramer
Project Manager
2018-2022 | Visions Made Simple
Owner
2017-2018 | Steinwinder Remodeling
and Construction
Residential Construction Superintendent

2013-2017 | Carmel Partners
Regional Project Manager

Certifications
EPA Universal Certified
EPO Proctor
CPO
OSHA - 10

Skills
Microsoft Office Suite

Steve Pichler
Project Manager

CSUMB BLDG 36 SLV NEW CTE BUILDINGS CSUMB FREEMAN STADIUM City of Salinas
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Taryn has been a valued Ausonio employee since 2021, some duties include : Prepare preliminary list of subcontractors/suppliers to obtain price quotations (Bids or RFCO ’s) for verification by others, Solicit bids and prepare/obtain all required documents for bid submission, Set up complete project in appropriate management system, Prepare rough and final draft of subcontracts and RFCO ’s for review and approval, Manage project ’s document control system including but not limited to submittals, schedules, RFI’s, contracts, files, databases and associated project reports for accuracy and completeness, Transcribing project meeting notes, punch lists, RFI, etc. prepared by others, Distribute schedules and schedule updates prepared by others, coordinates various construction project documentation, including bid packages; interacts with subcontractors, foreman and consultants on projects. Conducted on -site visits on newly assigned accounts to evaluate progress.

RELEVANT EXPERIENCE

CSUMB Student Union - Marina, CA ($71M)
Project Engineer - Construction of a new approximately 137,000 square foot, 3 story Student Union building on the campus of CSUMB. Building includes bookstore, ballroom, food service, convenience store, meeting rooms and offices. Services include project coordination, documentation and reporting.

CSUMB Minor Projects | Seaside, CA
Project Engineer - Athletics Field Turf Upgrades, Aquatics Center Renovation, HVAC upgrades on multiple buildings, Fire Alarm upgrades on multiple buildings. Preparing, scheduling, coordinating, monitoring and documenting progress of project

Alisal Union School District: Salinas, CA ($20M)
Project Engineer - Reconstruction of existing elementary school and district - wide deferred maintenance program. Preparing, scheduling, coordinating, monitoring and documenting progress of project.

Monterey Peninsula Regional Parks District: Carmel Valley, CA ($5M) Project Engineer - Addition of new hiking trail head, public transportation area, multipurpose pad as well as new community restrooms. Preparing, scheduling, coordinating, monitoring and documenting progress of project.

Addition of new hiking trail head, public transportation area, multipurpose pad as well as new community restrooms.

Contact Information
Phone: 831-224-3034
Email: [email protected]

Experience
2021– Present
Project Engineer

Previous Experience
2020–2021 | Classic Kitchens
Project Manager

Education
Monterey Peninsula College

Certifications
CMIT 4
OSHA-10
Procore

Organizations
APWA
Taryn Ordonio
Project Engineer

CSUMB OTTER STUDENT UNION MPRPD PROJECT B CSUMB BLDG 37 City of Salinas
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FRANKIS CONSULTING HIGHLIGHTS
 Estimating (Conceptual / SD / DD / CD-Level estimates)  Owner's Representative
 Project Controls
 Project Management
 Specification writer (Work Scopes)

Experience in the following project types:
31 Years Construction Experience

EDUCATION
Bachelors of Science Liberty
University – Lynchburg, Virginia

WORK HISTORY:
• 1985 - 1987 - Laborer /
Carpenter / Carpenter Foreman /
Superintendent
• 1987 - 1989 - Leopardo
Companies - Carpenter / Carpenter
Foreman
• 1989 - 1991 - Leopardo
Companies - Project Manager /
Estimator
• 1991 - 1998 - Leopardo
Companies - Estimator / Sr.

Estimator
• 1998 - 2000 - G.A. Johnson - Chief
Estimator
• 2000 - 2009 - Leopardo
Companies - Sr. Estimator
• 2009 - present - President of
Frankis Consulting.
o Healthcare
o Retirement Communities
o Multi-Family high& low rise
o Youth Homes
o Airports
o Libraries
o Public Safety / Courts
o Higher Education
o K - 12 Education
o Municipal / Infrastructure
o Retail
o Office-Warehouse
o Churches / Worship Facilities
RELEVANT EXPERIENCE– Local / Municipal

Encompass Community Services Si Se Puede, Watsonville, CA Role: Estimating and Scheduling Consultant
New behavioral health campus featuring 12,000 SF of space across two buildings, retaining walls, sitework, and landscaping.

CSUMB, Various Projects, Marina, CA
Role: Estimating and Scheduling Consultant

Aurora Police Headquarters and Branch Court Facility, Aurora, IL Role: Preconstruction - Scheduling & Budgeting
$ 71 Million, LEED Gold, 160,000-SF main police building, 40,000-SF training and support facility, and 200,000-SF parking deck on 25 acres Police headquarters and courts facility includes state-of-the-art 911 call center, Jail / detention areas, fitness area, gun range, forensics lab, administrative and public areas. Built to a "first-responder" level of construction.

Niagara Region Police Headquarters, Niagara Falls, Ontario Role: Estimating
$ 75 Million, 226,000-SF Police Headquarters with multi-campus support facilities. Provided conceptual estimating and budgeting along with comparison costs to similar facilities.

Kane County Firing Range Facility - Geneva, IL
Role: Preconstruction - Budgeting & Peer Review
Precast concrete building addition to the existing Kane County Sheriff's facility. Complete tactical range with moving targets safety baffles, bullet traps, specialty lighting and HVAC systems for a state-of -the-art facility.

MARTIN D. FRANKIS
Scheduling & Budget Expert
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
Brian Tracy, PE,
CCM

- Principal
Pam Lapham

- Sr Projec
t Man
age
r
Jen
Dreyer

- Projec
t Ma
nager
Steve Pich
ler
- Projec
t Ma
nager
Taryn
Ordonio
- Projec
t Engin
eer
Marty Frankis
- Sch
edule & Cost
Responsibility Matrix
Project document management. X X X X
Run coordination meetings including tracking action items. X X X X Utility provider coordination. X X X X
Obtain permits needed for the project. X X X X X
Monitor the design process. X X X X
Verify design conformity to the owner’s programs. X X X Update project schedule as the design progresses. X X X X X Provide monthly status reports. X X X X X
Perform value engineering and cost estimating of the project at 50% and 90% design. X X X X X Review the design for constructability. X X X
Maintain quality assurance and quality control of the construction documents. X X X X Design, Plans, and Specifications services to be requested: Architectural, Engineering, Land Survey, Geotechnical Investigation, Landscaping and Irrigation, Photometric Bid Documents Preparation including: Preparation of plans and specifications, bid documents, and construction and/or demolition projects X X X X Management of bid solicitation process. X X X X
Review submitted bids for consistency with plans and specifications and provide recommendation to City staff. X X X X X
Construction administration. X X X X
Review and process submittals. X X X X
Tracking contract time. X X X X X
Field Inspection including specialty inspections and QSP inspections.

Labor compliance monitoring including Davis-Bacon and/or State Prevailing wages (whichever is applicable) and benefits. X X X X
Knowledge of Federal and State project requirements (Section 3, MBE/WBE, Minority and Women’s Business Outreach, Equal Employment Opportunity, etc.) X X X X X Review and certify contractor progress payments. X X X X X X Prepare and/or review change orders or construction change directives. X X X X X X Inspect for substantial and final completion. X X X X
Authorize minor changes that do not affect the contract time or project price. X X X Close-out project. X X X X
Recommendation of project acceptance. X X X X
No in-house design. Will manage design performed by others, and can procure as subconsultant as needed
May partner with subconsultants for speciality inspections and QSP depending on project needs
Focus Area 3 - Construction Management Focus Area 1 - Project Management

RESPONSIBILITY MATRIX
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion

“The Ausonio Team was pro -active in identifying issues in the drawings; they came to the table with solutions to
those issues; and they considered every details … W hile many contractors spend time pointing at the designers for inadequate drawings, the Ausonio team brought a problem solving attitude to the team and took ownership of the
project and its outcome …I am happy to recommend his
team as a quality, local general contractor. ”

- Betsy, W ilson
Director of Housing Development
MidPen Housing Corporation.

MOON GATE PLAZA
3 | FEE STRUCTURE
Program and Construction Manager Rate Schedule
Personnel Rates: Per Hour
Principal 260$
Project Director 213$
Program Manager 198$
Senior Project Manager / Construction Manager 182$
Project Manager / Construction Manager 156$
Assistant Project Manager 135$
Project Engineer 115$
Scheduler/Estimator 185$
Quaility Assurance / Superintendent 161$
Architect 225$
Designer 156$
Project Accountant / Coordinator 100$
Project Administrative Assistant 90$
Reimbursable Expenses:

Cost Plus 15%
11420 A Commercial Parkway, Castroville, CA 95012 www.ausonio.com NOTE: 1.)All rates shown above are regular rates; If work is required during off hours, the appropriate overtime rate will be charged accordingly. 2.) 4% annual rate increase will be applied at 1st of each year. 3.)Ausonio will provide employees with phone and computer. All other expenses will be supplied by owner or reinbursed as a cost to the project such as but not limited to; office space, desks, printer, utility costs, etc.

FEE STRUCTURE
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion

BILLING SAMPLE
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
A full copy will be available in larger scale in the appendix.

“It was nothing short of a miracle and I can't thank you enough for pushing [the Contractor] so hard to get this done at the 11th hour. Your team is amazing and it has been a pleasure working with all of you and seeing your drive, determination and commitment to get this project where it needed to be for the Party. ”

- Doug Phillips
General Manager
Monterey Conference Center

MONTEREY CONFERENCE CENTER
4 | GENERAL CONTRACT REQUIREMENTS

GENERAL CONTRACT REQUIREMENTS

Proof of Insurability. See attached letter from Insurance Carrier.

Concurrence with contract provisions. Ausonio has reviewed the standard City agreement and takes no exceptions to the contract provisions.

City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion

Alliant Insurance Services, Inc.  150 Main Street  Suite 220  Salinas, CA 93901 PHONE (831) 789-8560  www.alliant.com  License No. 0C36861 May 6, 2024

To Whom It May Concern:

RE: Request for Statement of Qualifications
Contractor: Ausonio, Inc.

Project: The City of Salinas
Multiple Public Facilities Improvement Projects

Please accept this letter as confirmation that Ausonio, Inc. can meet the following insurance requirements for the project referenced above upon contract award:

General Liability Insurance: The Travelers Indemnity Co of Conn. – AM Best: A++ Bodily Injury and Property Damage Liability $1,000,000 per occurrence Bodily Injury and Property Damage Liability $2,000,000 aggregate

Automobile Insurance: Travelers Property Casualty Ins. – AM Best: A++ Combined Single Limit (Symbol 1) $1,000,000 each accident

Excess Liability Insurance: Travelers Property Casualty Ins. – AM Best: A++ Bodily Injury and Property Damage Liability $10,000,000 per occurrence

Pollution Liability Insurance: Indian Harbor Insurance Company – AM Best: A+ XV Bodily Injury and Property Damage Liability $2,000,000 per occurrence

Ausonio also has the ability to acquire any necessary Builder’s Risk coverage for this project based upon hard construction values once details are provided to obtain the coverage.

Should you have any questions, please feel free to give us a call at (831) 789-8560.

Best Regards,

Mark McAuliffe
Vice President/Account Executive
Alliant Insurance Services

APPENDIX
CHARTWELL SCHOOL—LEED PLATINUM
Project Flight Gauge
STATUS PROJECT SCOPE Notes BOARD APPROVALS CONTRACTOR PM LEAD LEAD

CUSTODIAN

DESIGN/PERMIT
STATUS

PROCUREMENT
STATUS

SITE LOGISTICS
PLAN

COMPLETION
DATE

CONSTRUCTION

SCHEDULE RECVD

INSPECTIONS/
SHUTDOWNS? COMPLETED?
2024 Painting at Fremont and Alisal Schools
Alisal Community School Paint exterior of buildings. Portables (those to remain) and stucco buildings to match Bldg. D colors but with
cream body, red wainscot and gray trim instead of
vertical panels.

Fremont ES Paint Exterior: All bldgs. To match 38 & 39, 8, 7. Bldgs. 26, R-1, 6, 2, 27-33, R1
2024 Siding & Gutters Repairs at Chavez, Frank Paul & VRB Cesar E. Chavez ES Portables: Siding & Trim repairs and replace all gutters & downspouts.

Frank Paul ES Portables: Siding & Trim repairs @ Bldgs. J3, E1, E4, K2 and replace gutter at K2.

Virginia Rocca Barton ES Portables: Siding & Trim repairs at Bldgs. J1, J7. Grind and treat rooting metal frame @ Bldgs. J1, J4; replace gutters at Bldgs. J1-J7; and remove and patch back rotten trim at mansard roof corners at all locations; remove and repair soffit rot at Bldgs. J4 and J1.
2024 Maintenance at Creekside
Creekside ES Siding & skirt repairs at Bldgs. P&K; Paint exterior green trim everywhere, purple doors that are SE facing and
faded, paint portables (Bldgs. R & P) same gray to match stucco buildings and fill cracks; replace all gutters and downspouts at Bldg. P; Slurry and stripe playground and kinder play area.
2024 Maintenance at Oscar Loya
Dr. Oscar F. Loya ES Painting Exterior blue and salmon trim; investigate and repair stucco water damage at floating walls; and remove and replace all existing gutters (22 gauge) with new
leaders and tie into existing schedule 40.
2024 Maintenance at John Steinbeck
John E. Steinbeck ES Siding & Trim/skirt repairs at portables; Paint all exterior buildings except mural.
2024 Sitework at John Steinbeck
Kinder Play Yard Patch & Repair, slurry & seal asphalt in play yard. Separated from courtyard project.

To be bid out as CUPCCA project hopefully for Summer
2024.

Carrol Engineering working on sruvey and plans
TBD TBD Pamela Lapham, Ausonio
Luis Vargas, In Studio (Design)
Pending Design Aug-24 No No
2025 Sitework at John Steinbeck
Courtyard Remove and replace concrete courtyard. Requires redesign to address grade changes and code
requirements. Extends to unloading zone.

Org. Estimate $201,230.

In Studio preparing Design. Survey & Soils Rpt completed.

May need to phase work.

Design mtg. reviewed contraints and issues. Separating out kinder area to bid as CUPCCA.

Courtyard requires total redesign to make code compliant.

Will expand to unloading zone. We have to be constructed TBD TBD Pamela Lapham, Ausonio
Luis Vargas, In Studio (Design)
DSA Required Spring 2025 Aug-25 No Courtyard access No
Testing Testing for lead, asbestos and mold at all school sites in preparation for maintenance work. Maintenanace Contract $18,044. Testing Completed.

Reports Received
Fremont & Steinbeck lead paint Contract $10,510 Testing Completed. Reports Pending.

Alisal portables lead paint Contract $6,500 Testing
Completed. Reports Pending.

Additional lead paint testing at Creekside & Oscar Loya Contract $9,028. Going to Board 3/13
Abatement several locations at Fremont, two spots at
Steinbeck, one downspout at Creekside (disposal). Alisal & additional locations at Creekside & Oscar to be determined.

Maintenance 12/14/2023;
Fremont & Creekside Lead
paint 1/31;
Alisal Portables lead
pending 3/13
Creekside & Oscar Loya
Lead pending 4/3
M3 Environmental Pamela Lapham, Ausonio Varies TBD Pending Board Approval
n/a n/a None No
None No
Org. Estimate $182,835.

Bid 2/28; Apparent low bidder Pro Ex $286,460.

Questionaire completed and reference check yeilded 2
positive responses 2 didn't respond.

Recommend proceeding forward with Board Approval on
4/3
4/3/2024 ProEx
N/A Pending Completed 7/28/2024 NoOrg. Estimate $480,408. SOW has been revised since original estimate.

Bids 3/14; Primal Paint apparent low bidder $119,160.

Bid Protest because they did not submit Iran Contracting form; however, that form is required for jobs>$1M
Board Approval 4/24
Scheduled for 4/24 Primal Painting Pamela Lapham/Jen Dreyer 7/28/2024 No None NoPamela Lapham/Jen Dreyer N/A Pending Reference Check
Completed
Pamela Lapham/Jen Dreyer N/A Pending Completed
Org. Estimate $656,000. SOW revised since estimate. Added paint darker body color to all stucco buildings.

Bid 3/5; Pueblo Construction apparent low bidder
$665,981.43.

Reviewing questionaire & calling references.

Board Approval 4/3 was missed; To be included in 4/24
Board Package
Missed 4/3; Scheduled for
4/24
Pueblo Construction
4/3/2024
Org. Estimate $569,000. SOW revised since estimate. Added painting darker body color at stucco bldgs and painting portables.

Bid 2/29; ProEx apparent low bidder $738,260.

Questionaire completed and reference check yeilded 2
positive responses 2 didn't respond.

Recommend proceeding with Board Approval on 4/3
ProEx
Org Estimate $321,595.

Bid 2/29 Color New Co apparent low bidder $198,300
Confirm that they are good with the price. Reviewed
questionaire. Reference check yeilded two positive
response and 1 didn't respond.
4/3/2024 Color New Co
7/28/2024 No None No
Pamela Lapham/Jen Dreyer N/A Pending Completed 7/28/2024 No None No NoPamela Lapham/Jen Dreyer N/A Pending Completed 7/29/2024 No None

CONTRACT SUMMARY
AUSD 2024 MAINTENANCE PROJECTS
School Year Funding
Source/Contractor Project Sum of Original
Contract Amt
Sum of Change Order
Amt
Sum of Revised
Contract Amt
Sum of Remaining
Budget Balance
Sum of Invoice
Amount
Sum of Remaining
Contract Balance
22-23 Measure M
Ausonio 2023 VRB Mold Abatement $14,570.00 $14,570.00 -$14,570.00 $14,570.00 2023 AUSD Maintenance/Other Projects $76,125.00 $76,125.00 -$76,125.00 $86,795.00 -$10,670.00 Otto Construction 2023 Exterior Improvements $296,000.00 $19,346.83 $315,346.83 -$315,346.83 $315,346.83 $0.00 Thayer Construction 2023 Interior Improvements @ VRB $92,622.00 $3,567.79 $96,189.79 -$96,189.79 $96,189.66 $0.13 2023 Interior Improvements @ Creekside $97,453.00 $4,715.34 $102,168.34 -$102,168.34 $102,168.74 -$0.40 2023 Interior Improvements @ Cesar Chavez $98,180.00 $98,180.00 -$98,180.00 $98,179.40 $0.60 Alliance 2023 VRB Mold Abatement $3,200.00 $3,200.00 -$3,200.00 $3,200.00 $0.00 Western Roofing 2023 VRB Mold Abatement $37,582.00 $37,582.00 -$37,582.00 $37,582.00 $0.00 Measure M Total $715,732.00 $27,629.96 $743,361.96 -$743,361.96 $739,461.63 $3,900.33 22-23 Total $715,732.00 $27,629.96 $743,361.96 -$743,361.96 $739,461.63 $3,900.33 23-24 Maintenance
GradeBreak ACS PreSchool Sewer Repair $12,292.00 $12,292.00 -$12,292.00 $12,292.00 ACS Speed Bumps $16,613.00 $16,613.00 -$16,613.00 $16,613.00 Maintenance Total $28,905.00 $28,905.00 -$28,905.00 $28,905.00 Measure M
Ausonio 2024 Maintenance/Other Projects $222,846.00 $222,846.00 -$222,846.00 $122,987.83 $99,858.17 Color New Co. 2024 Maintenance @ John E. Steinbeck Elementary School $198,300.00 $198,300.00 -$198,300.00 $198,300.00 M3 Additional Lead Paint Testing @ Oscar Loya & Creekside $9,040.00 $9,040.00 -$9,040.00 $9,040.00 Hazmat Testing @ Steinbeck, VRB, Creekside, Oscar Loya & Chavez $18,044.00 $18,044.00 -$18,044.00 $18,044.00 Lead Paint Testing @ ACS $7,000.00 $7,000.00 -$7,000.00 $7,000.00 Lead Painting Testing @ Steinbeck & Fremont $10,510.00 $10,510.00 -$10,510.00 $10,510.00 ProEx 2024 Maintenance at Dr. Oscar Loya Elementary $738,260.00 $738,260.00 -$744,910.57 $738,260.00 2024 Siding & Gutters at Cesar Chavez, Frank Paul, & VRB $286,460.00 $286,460.00 -$279,809.43 $286,460.00 Pueblo Construction 2024 Maintenance at Creekside Elementary School $665,981.43 $665,981.43 -$665,981.43 $665,981.43 TBD 2024 Steinbeck Kinder Playground $0.00 $0.00 $0.00
Measure M Total $2,156,441.43 $2,156,441.43 -$2,156,441.43 $122,987.83 $2,033,453.60 23-24 Total $2,185,346.43 $2,185,346.43 -$2,185,346.43 $122,987.83 $2,062,358.60 24-25 Measure M
TBD 2024 Steinbeck Sitework $0.00 $0.00 $0.00
In Studio 2024 Steinbeck Sitework $132,000.00 $132,000.00 -$132,000.00 $132,000.00 Measure M Total $132,000.00 $132,000.00 -$132,000.00 $132,000.00 24-25 Total $132,000.00 $132,000.00 -$132,000.00 $132,000.00 Grand Total $3,033,078.43 $27,629.96 $3,060,708.39 -$3,060,708.39 $862,449.46 $2,198,258.93 1 OF 2 4/8/2024
BT - Brian Tracy, Ausonio AH - Alan Hendry, WRD
AP - Aaron Palma, Ausonio FC - Frank Campo, C3 Engineering JD - Jen Dreyer, Ausonio PJ - Perrin Johal, Harris & Sloan JT - John Teliha MW - Mike Widmann, Harris & Sloan
RC - Ron Chesshire MA - Mike Arnone, Michael Arnone & Associates NH - Natalie Hayward
ITEM No. DISCIPLINE DWG NO./ SPEC SECTION No., BY: COMMENTS BY: ACTION REQ'D CURRENT STATUS CD90-01 Demo D100- Note 2 JD I’m not clear on the scope (damaged is subjective) Can the scope be fleshed out? AH E CD90-02 Arch A100 JD Looks like Build 2 has a path for drop offs and trash but not Build 1. Should there be a drop off or some sort of delivery area? Or is that just on the street?AH E CD90-03 Arch A201 JD Toilets with doors 141 and 142, can they share the same plumbing? Connect them so they have the same plumbing chase. AH D CD90-04 Arch A202 JD can the sinks in room 206 and 207 share the same plumbing? Connect them so they have the same plumbing chase. AH D CD90-05 Arch A202 JD All doors swing inward except #201, #217 and #220 Is this a security concern? AH D CD90-06 Arch A202 JD Door 217 swings outward and all other counsel rooms have doors that swing inward. AH D CD90-07 Arch A202 JD Door 220 swings outward into a hallway. Would suggest to swing inward so not to run into anyone in the hallway. AH D CD90-08 Mech HS21207 (pg 12) JD Plenum is spelled incorrectly. Change planum to plenum. PJ E CD90-09 Elec WRDLS3-L1.0 (pg 14) JD Is there a GFI outlet for the submersible pump? AH E CD90-10 Mech Laundry Room JD Where does the dryer vent go? Should vent to the outside and have accessible filter and vent cleaning. AH B CD90-11 Mech Kitchen JD I didn't see a grease trap for the kitchen plumbing. Grease trap should be installed before going to sewer line. AH C CD90-12 Struc HS21207 (pg 80) JD Should there be a tie down between Rooms 222 and 223? Check requirements. AH C CD90-13 Deferred Approval JT VE - Photovoltaic? AH E
CD90-14 Civil C4 JT VE - One Set of Storm Water Chambers? AH B CD90-15 Arch A019 JT VE - Electrical Vehicle Charging Stations? AH A CD90-16 Civil General Note JT VE - Reduce Amount of Moving Dirt - Off Haul? (Does Mid-Pen Need Material?) AH B CD90-17 Arch A111 JT VE - Revise Trash Enclosure Design? AH B CD90-18 Arch A112 JT VE - Remove Covered Seating Area? AH B CD90-19 Arch A222 JT VE - Tile Floor in Restrooms - Maybe Resilient Flooring or Alternate Flooring Material? AH B CD90-20 A222 JT VE - Replace Tile Wall Coverings in Restrooms w/FRP? AH B CD90-21 JT VE - Consider Other HVAC Manufacturers AH B
CD90-22 Landscaping A002 BT Open 50% comment: The joint project w/ MidPen requires 101 new trees. Has Mike Arnone verified compliance with the number shown for this project? AH B CD90-23 Civil C1 BT Open 50% comment: Grading & Drainage Note 5 does not give earthwork bidders a level basis for quantifying anticipated amount of overexcavation required. Does the geotech report give any guidance that can be referenced?
CD90-24 Civil C1 BT Open DD comment: The cut and fill quantities in Note 10 are unchanged from the DD set. Provide the new calculations based on the revised site grading plan. FC A CD90-25 Civil C1 BT Open 50% comment: Adjust shading to reflect actual boundaries of project site FC A CD90-26 Civil C4 BT Unresolved DD comment: Confirm maintenance access for infiltration chambers aligns with landscaping plan FC A CD90-27 Civil C7 BT Open 50% comment: The cut and fill quantities are unchanged from the DD set. Provide the new calculations based on the revised site grading plan.

CD90-28 Site utilities C4 BT Open 50% comment: Where do electrical and gas enter site and route to each building? AH A CD90-29 Demo D100 BT Open 50% comment: Key note 1 to protect light pole references civil drawings for more info. Civil dwgs do not contain any reference to this pole. AH A CD90-30 Site A111 BT Open 50% comment: Trash enclosure details make several references to structural dwgs, but those dwgs do not contain any info on trash enclosure AH A CD90-31 Electrical E1.1 BT Open 50% comment: Will interior panels include tamper resistant measures? AH B CD90-32 Plumbing Multiple BT Open 50% comment: Water/sewer/gas entry/exit locations not coordinated with Civil drawings AH A CD90-33 Architectural/ Civil A401 / C4 AP Partially resolved 50% comment: Storm drain line does not extend to roof drain locations near SE corner of building 1 CD90-34 Struc SD.1 NH Footing Depth clarification needed. Detail 50 vs detail 56 - Detail 50 defines "footing depth" to be bottom of footing to top of grade. Detail 56 calls out footing depth to be bottom of footing to top of T. S1.1 Foundation Notes calls out footing depth to be 36".

AH A
CD90-35
Architectural/ Civil / Structural
C3, S.1 NH
Possible conflict with Bulilding 1 deck footings on east side of the building and MidPen retaining wall. Face of building to face of retaining wall scales at 8'0". Deck scales to 7' wide and has 24" square spread footings on the outside edge which would mean that 12" of the footing extends past the edge of the deck. So, at best the footing is right up against the wall, and at worst, there could be a conflict. Is there a required distance between edge of footing to the retaining wall? Should the deck shrink in width to get further away from the wall or possibly even shift the building further to the east? AH
A
CD90-36 Civil C3 NH Will Civil be updating the proposed grades in the area between the two buildings and the retaining wall per Scheme 7? This is a change that we will want included in the bid set. AH A CD90-37 Electrical EN.1, 1.4 General Note B NH
General Note B refers to the project being Solar Standard and to refer to solar plans by others. Solar is listed as a deferred approval item on the cover sheet. Is Encompass already working with a solar designer, or is the intent that solar will be bid as a design-build scope? If so, we will need a basis of design for bidding. MW A
CD90-38 Electrical EN.1, 1.4 General Note B NH Solar - has Structural accounted for solar in the roof design? AH A CD90-39 Architectural A241 NH Door Note 15 states fire rated doors assemblies shall be installed where noted or where required by code. The door schedule does not incidate that any are to be fire rated, are any required to be fire rated by code?
AH
CD90-40 Architectural A301A NH Please clarify intent below finish floor - is siding to continue all the way down to the stemwall? AH A CD90-41 Architectural A223 & A602 NH RCP indicates acoustical ceilings in Rooms 203 & 204, but the Finish Schedule on A223 shows painted drywall. Which is correct? AH A CD90-42 Civil/Geotech 00-31-32 RC Soils Report from SFB recommended a Post Tension Slab, can the soils report be updated to reflect the new construction type? AH A CD90-43 Civil C4 NH Site gas not shown on site utilities plan and there are no site plumbing sheets AH A CD90-44 Civil/Plumbing C4, P1.2A NH Grease interceptor shown on P1.2A, but connection to SS is not shown on C4. Has this item been coordinated between Civil and Plumbing? AH A CD90-45 Site Furnishings L-1.0, C4 NH Landscape sheets show a recirculating pond. Please confirm water/sewer/electrical are not needed? AH A CD90-46 Architectural A401, A402 NH Both buildings have rooftop equipment, but no roof hatches are shown. Will rooftop equipment be accessed by ladders only? AH CD90-47 Architectural A223 NH Finish schedule legend includes a CR-1 chair rail, but it does not seem to be indicated anywhere on the finish schedule or interior elevations. Do we need to account for chair rail anywhere?
AH A
CD90-48 JT Canopy for Exercise Area???? AH A
CD90-49 JT 750 Gallon Grease Trap - does it need to be this large??? MW A CD90-50 JT Location of Roof Hatch/Access to Roof - Buildings 1 & 2?? AH A CD90-51 JT Location of Gas Service to Site? AH A

PEER REVIEW COMMENTS
Project Name: Encompass Community Services - Si Se Puede Project No.:

Review Team
Design Team

RESPONSE TO ACTION REQUIRED
Design Phase: 90% CD A. AGREE FULLY, WILL COMPLY
Date of Issued Documents: B. AGREE PARTLY WITH, EXCEPT AS NOTED 8/1/2023 C. DISAGREE FULLY, REASONS NOTED
Date of Issued Comments:8/16/23-JD D. COMMENT HAS BEEN SUPERCEDED BY DESIGN DEVELOPMENTS This was discussed previously: yes, but the break space becomes very tight with inhibited flow for the staff members. Not recommended 201 swings out for exiting; 217 swings out due to space concerns and 220 swings out due to accessibility at the door See response above
See response above
This is an internal H&S quality issue
E. OTHER, PROVIDE EXPLANATION

RESPONSES
This must be fleshed out with the City; they have been very non-committal regarding the extent from day-one The discussion has been that Bldg 1 drop-offs and trash were to be accomplished from the lower parking area adjacent to Bldg 2 This isn't possible due to accessibility clearances at the doors Discussed w/ C3 - 2 chambers will be least expensive option due to increased length & increased depth as it traverses the uphill side of the site Charging stations have been identified on Back Check set. Per code (1) dual is required & 4 "EV Capable" are required See revised cut/fill on Back Check set
No changes to trash enclosure design per H&S
Otto to price as alternate. Discuss switching to shade sail when GMP is reviewed with Encompass An Add Service Agreement has been generated for Encompass' approval for all site lighting H&S has added a new detail & call-out for the termination Grease trap shown on sheet P1.2A
No floor ties normally required without a shear wall
Do not understand comment
Updated on Back Check set
Updated on Back Check set
Verified on Back Check set
Duplicate
Received JT Intent drawing 10/20/23 - forwarded to team members 10/23/23 Tile revised to more economical option. Resilient flooring may not be best choice More economical tile has been selected & specfied on Back Check set Substitution proposals encouraged
Evaluate permit comments and adjust as necessary
Specific enough under buildings and walkways for equal bidding Geotechnical Engineer has confirmed depth of footings; Harris & Sloan will modify their drawings accordingly to remove ambiguity Harris & Sloan to modify details as appropriate for near-property line conditions Civil will be modifying grades to match Scheme 7 courtyard and retaining wall designs PV has been accounted for in structural calcs, but will not be provided at this time.

Structural Calculations show Solar at 1.2psf as a design load Existing street light pole to remain - notes modified at D100 These will be updated to reflect the details on sheets A111 and A112 during Back Check Moving panels to break room
Civil engineer will modify their drawings to match plumbing drawings & Joint Trench consultant drawings.

Civil engineer will modify their drawings to match plumbing drawings & Joint Trench consultant drawings.

Water not required (maintained manually with garden hose) & no sewer required. Electrical will be required for pump No roof hatches required - access to be by portable ladders only.

Chair rail is identified on Finish Floor Plans, A221 & A222 This was discussed with Encompass previously and the direction was to provide a future area where it could be added at a later date Door schedule has been updated in Back Check set showing required fire rated doors Stemwall to step down grade as required with wood cripple wall to bottom of floor framing. Siding to continue down cripple wall as shown Acoustical ceiling is correct; Finish Schedule will be updated to reflect this Request sent to SF&B for update letter for this as well as to 2022 codes Received JT Intent drawing 10/20/23 - forwarded to team members 10/23/23 Confirrmed that this a code minimum size
See response above
See response above
CSUMB Student Success Center
Cost Saving Measures
4/7/2022
Current SD Estimate $12,192,830 All numbers include contingency, and 9.6% escalation per 2-

7. No GC rates.

Current 2-7 cost $18,846,000 Includes all below the line markups Target 2-7 cost $17,500,000
VE changes from list below $1,229,000
Projected 2-7 cost $17,041,301
Surplus/shortfall $458,699
Additional VE needed -$312,374
Item SavingsInclude?
Sustainability
Impact
Campus/User
Impact Notes
Low infrastructure Impact
1 HVAC Option B $650,000 Yes Low / Medium Low Due to changes from larger open spaces to smaller spaces, not all VAV's can be reused. This assumes reusing 18
VAV's, possibly moving some, and providing 11 new VAV's.

Previous estimate included GC rates.Interior Impacts - Daylighting & User Experience 2 Reduce Skylights $40,000 Yes Medium / HighMedium / HighImpact to interior daylighting and user experience. Keeps skylights in east-west corridor per attached sketch.
3 Reduce interior Glazing $100,000 Yes Medium / HighMedium / HighImpact to interior daylighting and user experience. Keeps interior glazing per attached sketch. This includes
additions of glazed doors in lieu of wood doors.
4 Remove Exterior Window Enlargement $60,000Medium / HighMedium / HighNo demo below the existing exterior window sills. Impact to interior daylighting and exterior building refresh.

Not recommended to pursue.
5 Reduce Ceiling Finishes $60,000 Yes Low Low Relook at specially ceiling locations and extents. 6 Replace restroom stud walls with
full-height phenolic partitions
$60,000 Low Low Replace built-in restroom stud partition walls (including 4' tile wainscot) with full heigh phenolic toilet
partitions. Not recommended to pursue.

Exterior Impacts - Building Refresh & Campus Branding
7 Minimize Main Entry Frames $250,000 YesLow Low Reduce height and depth of new frame architecture, maintain glazing. Impact to building refresh and Campus branding.
8 Minimize North and West New
Exterior Glazing
$40,000 YesLow Low Reduce glazing at North entry and glazing at Counselor's lobby.
9 Remove Exterior Stucco Overlay $160,000 Low High Exterior painting in lieu of Stucco overlay. Impact to building refresh and Campus branding. Not recommended to pursue.
10 Remove Vertical Fins $120,000 Low / Medium High Impact to building refresh and Campus branding. Fins provide 3-dimensionality to flat facade, and allow
opportunities to frame murals. Not recommended to pursue. 11 Remove Landscape fixed seat walls $65,000 YesLow Low / MediumMaintain seating wall only at main entry berm per attached sketch. Site Seating can be furniture.
12 Remove Landscape writable surfaces $24,000 YesLow Low 13 Remove East Connecting Paving $55,000 Low High Vehicular concrete paving to be removed, asphalt fire lane to remain. Impact to connection to OSU. Not recommended to pursue.

Total Potential Cost Saving
Measures
$1,684,000