Date:
Person(s) Conducting Survey:
Photo No. General Comments
1 thru 3 Carport concrete slab in good condition with minor cracks. Sidewalk in good condition with minor cracks.
4 and 5 Section of lawn to the left of sidewalk to front door is dead and lawn to the right is partially dead. Sidewalk and approach in decent conditions with minor cracks. Driveway has several cracks throughout, some older, 6 Sidewalk in good condition with minor cracks. Walk way in great condition except for chipped concrete on first slab on south corner next to sidewalk. Lawn is dead. 7 thru 9 Lawn is dead. Sidewalk in good condition with minor cracks throughout. Sprinkler system visible along edge of sidewalk. Fire hydrant and water meter south corner of front yard. Note: two City water shut off valves, one in lawn and one in sidewalk. 10 Asphalt in moderate condition with one visible AC patch for prior underground pipeline repair work.
11 Asphalt in moderate condition with one visible AC patch for previous underground repair work.
12 Asphalt in moderate condition. Numerous AC patches for previous underground repair work. One manhole and one water valve shut off in street. Two storm drain inlets. 13 Asphalt in moderate condition with two visible AC patches for underground repair work.
14 Lawn is dead. Sidewalk in good condition with minor cracks. Walkway in good condition with chipped concrete on west corner of first slab heading to front door. 15 and 16 Driveway and sidewalk in good condition. Several visible cracks in right portion of Driveway apron and City sidewalk.
Street between 1404, 1403, and 1395 Serra Drive.1403 Serra Drive lawn, walkway and sidewalk.1403 Serra Drive driveway and sidewalk.1404 Serra Drive lawn and sidewalkStreet between 1404 and 1419 Serra Drive.Street between 1404 and 1415 Serra Drive.Street between 1404, 1411, and 1407 Serra Drive. 8/9/2021Chad Martin
Location of Photo Being Taken1404 Serra Drive sidewalk and carport.1404 Serra Drive sidewalk, driveway, approach and Lawn.1404 Serra Drive sidewalk, walkway, and lawn.
Photo 01.
Photo 02.
Photo 03.
Photo 04.
Photo 05.
Photo 06.
Photo 07.
Photo 08.
Photo 09.
Photo 10.
Photo 11.
Photo 12.
Photo 13.
Photo 14.
Photo 15.
Photo 16.
Daily Field Report
Date: Page of
General Locationof Work Being Performed: Weather:
AM:
PM:
General Type of Work Being Performed (check all that apply) Yes No
Yes No
Yes No
Yes No
Material Being Placed (for ƉĂǀŶŐ͕grading, trench backfill, etc.) Proctor Curve Info (Description, MDD, Opt. Moist) Yes No Name of
dĞƐƚŝŶŐFirm
Insp.
Name:
Time In:
Piers / Micropiles, etc.
Native Soil
Class II AB
Were Special Inspections Performed or Lab
Samples Collected?
Tests Performed / Samples
Collected: Time Out:
Contractor: Superintendent:
Water Line Demo/Install
AC Griding, Digouts, Paving, etc. Crack Sealing / Slurry Seal Retaining / Sound Walls, etc. Other__________________________________________ Other ______________________________ Other ___________________________________________ Other__________________________________________ If "Yes", Describe Topics Discussed and Any Areas of Concern:
Are Traffic Control Measures In Place per
Approved Traffic Control Plan(s)?
If "No", Describe Areas of Deficiences and Corrective Actions to be Taken:
Subcontractor(s):
Are Stormwater BMPs In Place
per Approved SWPPP or ECP?
If "No", Describe Areas of Deficiences and Corrective Actions to be Taken:
Were Biological, Cultural Resources, Other
Surveys Performed?
If "Yes", Describe Areas Surveys Were Perfomed and any Areas of Deficiences and Corrective Actions to be Taken:
4LEAF Job No.:
Time Departed: Tot. Time on Site: Travel Time (if applicable):
4LEAF Report No.:
Client:
Time Arrived:
4LEAF Staff:
Project Name:
Elec. Conduit Demo/Install
Comm. Cond. Demo/Install
Nat. Gas LineDemo/Install
Sidewalk, Curb, & Gutter Demo / Install
Earthwork / Grading, etc.
Other Util.______________________________________
Utility Potholing / USA Site Demo Saw Cutting Trench Excav. Trench Backfill SD Pipe Demo / Install SS Pipe Demo/Install
SD MH Demo / Install
Directional Drilling
Source or Supplier of Asphalt / Concrete / CDF / Slurry Seal Being Placed Mix Design Info (Description and Number):
CDF/Slurry Other (describe)
Did Contractor Hold Daily Tailgate Mtg?
Did Client Receive Copy of This Report?YesNo Continued on Next Page? Yes No ƐƉŚĂůƚ
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04/25/2024 072 J3973-02 1 4
Project {name redacted}
{Redacted}
7:00 AM 3:30 PM 8 hrs N/A
Landslide area access road near beach access front.
Upper Hollow Bench 1 and Mid Bluff area near Amphitheater. {Name redacted} {Name redacted}
{Name redacted}
{Name redacted} arrives on site through out the week to perform erosion control and rain event inspections.
Safety, Daily plan of activity
Class 2 Perm
N/A
51 deg. Overcast
57 deg. Overcast
✔
✔ ✔
✔
✔ ✔
✔
✔
✔
✔ ✔
✔
Chris Bryden
Josh Pickett
Page of
Daily Field Report (cont'd)
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2 4
5 6
{Name redacted}
2 1 1
1 1
1 1 2 2
1 John Deere 4x4 Gator
LO: 51 deg. HI: 57 deg.
Contractor's forces:
1 Foreman
1 Surveyor
5 Operators
6 Crewmen
2 CAT 349D Excavators (14-434) 335D (14-423)
1 CAT 308D Excavator (Cal West Rental)
1 CAT D4K Bulldozer (33-408)
1 CAT CF6563 Dozer
1 CAT 950M Front Loader (13-421)
1 CAT CP5630 Sheeps Foot (45-404)
1 Yanmar C30 Track Dumper (Cal West Rental)
1 CAT 730C Heavy Haul Truck (Heavy Rental)
1 John Deere 4x4 Gator (14-405)
Site Visitors: Contractor's Project Manager and Superintendent.
Health and Safety: Contractor's crew holds morning safety tailgate meeting before mobilizing equipment to landslide area work zone.
All crew has required PPE and first aid on-site in storage trailer. 07:00-07:30
4LEAF Inspector Josh Pickett has arrived on-site for the day.
Contractor's crew have completed daily morning tailgate meeting to discuss site safety. 07:30-08:00
Contractor's crew will also continue to work on compaction for amphitheater mid bluff area of site and removal of soil from ADA pathway/ retaining wall area which will be moved down to mid bluff area for fill placement.
08:00-08:30
Contractor's Foreman is working to grade out placed native soil fill for mid bluff area using CAT D4K dozer. 08:30-09:00
Contractor's operator continues to work on cutting 2 ft of native soil in ADA pathway location for transport down to mid bluff area for fill placement. 09:00-09:30
Contractor's crew continues to work on soil placement for upper hollow bench # 2 and grading for mid bluff amphitheater area native soil placement being transported down from ADA pathway and retaining wall section of site.
09:30-10:00
Contractor's Project Manager and Superintendent remain on-site currently walk through equipment staging area.
Page of
Daily Field Report (cont'd)
EĂƌƌĂƚŝǀĞ of Site Activities and Site Visitors (enter time of day to the nearest 5 minutes at the start of each entry)
Did Client Receive Copy of This Report?YesNo Continued on Next Page? Yes No dŝŵĞŽĨĂLJĞƐĐƌŝƉƚŝŽŶŽĨĐƚŝǀŝƚŝĞƐ
✔ ✔
10:00-10:30
Contractor's crew continues to work on native soil cut for ADA pathway and retaining wall area of site. All native soil being cut from ADA pathway will be brought down to mid bluff section of site for placement and compaction.
10:30-11:00
Native fill materiel continues to be transported down to mid bluff section of site from ADA pathway/ retaining wall cut area. 11:00-11:30
All outfalls installed have been marked up on plans for Sheet C5.5.
Crew continues to work on cut and fill for upper hollow bench. 4LEAF Inspector Josh Pickett pauses inspection duties to take lunch break. 11:30-12:00
4LEAF Inspector Josh Pickett returns from lunch break to monitor cut and fill for mid bluff area of site.
Compaction continues to take place for mid bluff amphitheater section of site as native soil material continues to be transported from cut area of ADA pathway and retaining wall section of site. 12:00-12:30
Contractor's crew will pause work and take lunch break. 12:30-01:00
Contractor's crew returns from lunch break. Crew will continue to work on cutting and fill for upper hollow bench # 2, Excavating out for retaining wall area and fill placement for mid bluff amphitheater section.
01:00-01:30
Grading continues to take place for mid bluff area at south section of bench on upper slope adjacent to ADA pathway and retaining wall location. 01:30-02:00
Compaction rolling continues to take place for mid bluff area of amphitheater. 02:00-02:30
Contractor's VP is on-site to meet with site foreman as crew works to continue placing fill for upper hollow bench # 2, Compaction for mid bluff amphitheater area and excavation for bench in between access road and mid bluff amphitheater.
02:30-03:00
Mid bluff grading will continue to take place until crew wrap up work for the day. 03:00-03:30
Contractor's crew will wrap up work for the day and secure all equipment on-site.
After securing equipment crew will leave site for the day and lock access road gate.
Contractor's crew leaves site for the day.
4LEAF Inspector Josh Pickett leaves site for the day.
3 4
Page of
Daily Field Report (cont'd)
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4 4
Plan Sheet C5.5 mark up of all outfall drain locations for face of landslide slide.
Native soil placement for upper hollow bench # 2.
Electric and systems utility box located at west section of mid bluff area of amphitheater area of site.
Compaction of native fill placement being taken from ADA Pathway/Retaining wall area of site.
XXXXXXX - Project Walk ‐ PUNCHLIST 09/29/22
Attendees:
• Information redacted
WEST SIDE – MOVING NORTH TO SOUTH
10141:
10155:
Water test at SDDI
Cleanup at South part of driveway
10165:
Fix top brick at north lawn
Finish steps
Face of bricks at walkway conform
10217:
Restoration Planting area restoration – a few final items (cleanup debris, connect LS headerboard, trim LS headerboard)
Deliver and plant new trees – consult with Owners on new location Paint fence – part of restoration?
10225:
10261:
Cleanup concrete splatter marks on entry columns
Replace/clean downspout laterals
Add dirt/water to power washed exposed aggregate
21801:
Add Ardex to avoid trip hazard at AC ramp
10315:
Discuss streetsign location (Owner advised it obstructs their living room window view) 10325:
Test irrigation
c/u area by mailboxes and removed tree
10331:
10351:
10361:
Remove plastic at truncated domes
Replace bent bike sign @ Alcazar
Secure north fence
Paint touch up on replacement cap
10381:
Trim persimmon
10411:
Replace one remaining irrigation head north of gate
Trim filter fabric
10445:
Contour BOW at south driveway
Add topsoil BOW incl curb ramp
Remove post laying in south lawn
10455:
10465:
10491:
Install bike sign – extra work?
Remove and replace southwest picket that was damaged by vehicular activity Grout bricks at gate
Add support pieces at mailboxes
EAST SIDE – MOVING NORTH TO SOUTH
10060:
Patch between BOW expansion board and existing walkway – extra work or restoration? Grind BOW conform (City to perform this work)
21770:
Paint stringer
Remove curb and make flush – extra work
Add chevron directional sign on bollard
10120:
BOW conform
Removed crushed PCC
21771:
Paint stringer
Adjust artificial lawn by walkway
Mortar inside SDDI
Cleanup at PG&E Vault
Patch incorrectly cored sign
10206:
Cleanup slurry at gutter
21795
Cu edge of gutter (AC) typical other location/mostly east side Cleanup up concrete/AC splatter marks on driveway
Add top soil at planter (the one with the sign in it) so it is flush with TC 10260:
AC conform ramp – possible tripping hazard. Add ardex
Adjust water box to grade
Hammer loose nails all the way into fence (not with a hammer) 10268:
Fix the landscape headerboard just south of this property at 10276 (was disturbed during sidewalk forming)
Patch driveway
10310:
Add uneven pavement sign
10320:
Add 4 x 4
Trellis relocate to be billed at $500
10330:
Add ardex at hole in the driveway concrete
10340:
Pressure wash driveway tire marks
Add uneven pavement sign at blockout
10350:
Grind driveway – fine finish. Coordinate w/4LEAF prior to the operation so Owner can be apprised
10360:
Trim tree from sidewalk encroachment
10382:
Replace broken water lid in roadway
10394:
Finish painting fence
Add 2x4 at west edge of perpendicular fence
Cleanup slurry marks @ gutter
Landscape restoration of cobbles (red and gray separation) 10408:
Remove bush? Leave bush per Owner’s request
Grind and pave for flood test concern remediation
10420:
General:
Clean all tire marks from curbs / driveways
Clean AC clumps from roadway
Clean detectable warning strips
Patch PCC at Cul‐de‐sac between Hermosa and Granada
Oil stain on Noonan Ct.
Cu edge of gutter (AC) typical other location/mostly east side Demobilization of all equipment and laydown materials
Street signage removal that is no longer relevant
Remove TCP signage
Slurry patching (Friday 10/07 by Graham)
Striping quality
AC conform ramps – tripping hazard. Add ardex and paint Remove “No Parking 8am – 4pm” signs along east side of Orange Ave.
One more sweep throughout the street with a street sweeper prior to final demobilzation Form: Professional Services Agreement v. October 2023 Page 1 of 16 CSG Consultants, Inc.
June 2024
MASTER SERVICE AGREEMENT
FOR PROFESSIONAL SERVICES
BETWEEN
THE CITY OF SALINAS AND CSG
CONSULTANTS, INC.
DRAFT
Form: Professional Services Agreement v. October 2023 Page 2 of 16 CSG Consultants, Inc.
June 2024
Contents
RECITALS ..................................................................................................................................... 4 TERMS ........................................................................................................................................... 4
1. Scope of Service. ................................................................................................................. 4
2. Term; Completion Schedule. ............................................................................................... 4
3. Compensation. ..................................................................................................................... 4
4. Billing. ................................................................................................................................. 4
5. Meet & Confer. .................................................................................................................... 5
6. Additional Copies................................................................................................................. 5
7. Responsibility of Consultant................................................................................................ 5
8. Responsibility of City. ......................................................................................................... 5
9. Acceptance of Work Not a Release. .................................................................................... 6
10. Indemnification and Hold Harmless. ................................................................................... 6
11. Insurance.............................................................................................................................. 6
12. Access to Records................................................................................................................ 6
13. Non-Assignability................................................................................................................ 6
14. Changes to Scope of Work. ................................................................................................. 7
15. Ownership of Documents. ................................................................................................... 7
16. Termination.......................................................................................................................... 7
17. Compliance with Laws, Rules, and Regulations. ................................................................ 8
18. Exhibits Incorporated........................................................................................................... 8
19. Independent Contractor........................................................................................................ 8
20. Integration and Entire Agreement........................................................................................ 8
21. Jurisdiction and Venue......................................................................................................... 8
22. Severability .......................................................................................................................... 9
23. Notices. ................................................................................................................................ 9
24. Nondiscrimination................................................................................................................ 9
25. Conflict of Interest. ............................................................................................................ 10
26. Headings. ........................................................................................................................... 10
27. Attorneys’ Fees.................................................................................................................. 10
28. Non-Exclusive Agreement................................................................................................. 10
29. Rights and Obligations Under Agreement......................................................................... 10
30. Licenses.............................................................................................................................. 10
31. Counterparts....................................................................................................................... 10 DRAFT
Form: Professional Services Agreement v. October 2023 Page 3 of 16 CSG Consultants, Inc.
June 2024
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 DRAFT
Form: Professional Services Agreement v. October 2023 Page 4 of 16 CSG Consultants, Inc.
June 2024
MASTER SERVICES AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN THE CITY OF SALINAS AND CSG CONSULTANTS, INC.
This Master Service Agreement for Professional Services (the “Agreement” and/or “Contract”) is made and entered into this 18th day of June 2024, between the City of Salinas, a California Charter city and municipal corporation (hereinafter “City”), and CSG Consultants, Inc. (dba CSG), 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, Environmental Services, 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 Community Development Department, Housing Division Planning Manager.
2. Term; Completion Schedule. This Agreement shall commence on June 18, 2024, and shall terminate on June 17, 2027, unless extended in writing by either party upon (30) days written notice. This Agreement may be extended only upon mutual written consent of the parties and may be terminated only pursuant to the terms of this Agreement.
3. Compensation. City hereby agrees to pay Consultant for services rendered the City pursuant to this Agreement on a time and materials basis according to the rates of compensation as set forth in Exhibit B. The Master Services Agreement for Professional Services will be for a not to exceed amount of three hundred thousand ($300,000).
4. Billing. Consultant shall submit to City an itemized invoice, prepared in a form satisfactory to City, describing its services and costs for the period covered by the invoice. Except as specifically authorized by City, Consultant shall not bill City for duplicate services performed DRAFT
Form: Professional Services Agreement v. October 2023 Page 5 of 16 CSG Consultants, Inc.
June 2024
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 to process any payment to Consultant until thirty (30) days after a correct and complying invoice has 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 Agreement 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
Form: Professional Services Agreement v. October 2023 Page 6 of 16 CSG Consultants, Inc.
June 2024
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 materials, 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 omission of the Consultant, 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 Consultant’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 without express written approval of the City.
DRAFT
Form: Professional Services Agreement v. October 2023 Page 7 of 16 CSG Consultants, Inc.
June 2024
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 expenses 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:
Peykan Abbassi, PE, Vice President, Project, and Construction Management CSG Consultants, Inc.
3707 W. Garden Grove Boulevard, Suite 100
Orange, CA 92868
(650) 522-2524
[email protected]
(C) The execution of any such notices by the City Manager shall be effective as to Consultant as if it were by resolution or order of the City Council, and Consultant shall not question the authority of the City Manager to execute any such notice. (D) All such notices shall either be delivered personally to the other party’s designee named above, or shall be deposited in the United States Mail, properly addressed as aforesaid, postage fully prepaid, and shall be effective the day following such deposit in the mail.
24. Nondiscrimination. During the performance of this Agreement, Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, ancestry, creed, sex, national origin, familial status, sexual orientation, age (over 40 years) or 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 violation 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 Political 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. Neither 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 or 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
____________________________
Réne Mendez
City Manager
APPROVED AS TO FORM:
_________________________
□ Christopher A. Callihan, City Attorney, or
□ Rhonda Combs, Assistant City Attorney
CONSULTANT
___________________________________
By: Peykan Abbassi
Its: Vice President, Project, and Construction Management DRAFT
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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”): Insurance 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 Consultant has no owned autos, hired and non-owned, with limits 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 Date 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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PROPOSAL TO THE
City of Salinas
Project Management, Environmental Services, and Construction Management Services for Multiple Public Facilities Improvement Projects
May 10, 2024
550 Pilgrim Drive
Foster City, CA 94404
650.522.2500 phone
650.522.2599 fax
www.csgengr.com
CSG STATEMENT OF QUALIFICATIONS TO THE CITY OF SALINAS
PROJECT MANAGEMENT, ENVIRONMENTAL SERVICES, CONSTRUCTION MANAGEMENT, AND INSPECTION SERVICES FOR
MULTIPLE PUBLIC FACILITIES IMPROVEMENT PROJECTS
Table of Contents
SECTION 1 Cover Letter/Letter of Introduction 2
SECTION 2 Firm Experience and Qualifications 4
SECTION 3 Fee Structure 12
SECTION 4 General Contract Requirements 13
SECTION 5 Appendices 14
Resumes
Work Samples
Billing Invoice Sample
CSG STATEMENT OF QUALIFICATIONS TO THE CITY OF SALINAS
PROJECT MANAGEMENT, ENVIRONMENTAL SERVICES, CONSTRUCTION MANAGEMENT, AND INSPECTION SERVICES FOR
MULTIPLE PUBLIC FACILITIES IMPROVEMENT PROJECTS
3707 W. Garden Grove Boulevard, Ste. 100, Orange, CA 92868 phone 714.568.1010 | fax 714.568.1028 | www.csgengr.com Cover Letter/Letter of Introduction
May 10, 2024
Francisco Brambila, Acting Housing Planning Manager
Community Development Department
City of Salinas
65 West Alisal Street
Salinas, CA 93901
RE: Project Management, Environmental Services, Construction Management, and Inspection Services for Multiple Public Facilities Improvement Projects. Focus Areas: Project Management, Environmental Services, and Construction Management
Dear Mr. Brambila and Members of the Selection Committee, CSG Consultants, Inc. (CSG) is pleased to submit our statement of qualifications for on-call project management, environmental, and construction management services to the City of Salinas (City) for facilities improvement projects.
With our experience in project and construction management and a track record of successful project delivery with the City, we are confident in our ability to contribute to the success of your projects.
Over the past 33 years, CSG has managed a diverse range of projects and possesses a deep understanding of project delivery, from initial scoping and feasibility studies to design, construction, and closeout. Our ability to develop comprehensive project plans, manage budgets and schedules, mitigate risks, and coordinate multidisciplinary teams has consistently resulted in the timely and cost-effective completion of projects.
I will serve as the authorized representative and primary contact for this contract. My role will be to oversee and support the team throughout the contract and ensure the City has the resources required to complete assigned tasks.
My contact information is:
Peykan Abbassi, PE | Vice President, Project and Construction Management 3707 W. Garden Grove Boulevard, Suite 100, Orange, CA 92868 (650) 522-2524 | [email protected]
Ability to Complete the Scope of Services
CSG has a proven ability and has assembled a qualified, comprehensive team to provide services in the following focus areas: Project Management, Environmental Services, and Construction Management. CSG has previously provided the City project management and design consulting services for City facilities and improvement projects. We are able to augment those services with the expertise of our environmental team.
Qualified Team
CSG has assembled a very strong team to provide project management, environmental services, and construction management services for this contract. Our team has gained extensive experience having completed many small and large municipal facility projects using various project delivery methods, and as such we feel that the project team would be of great value to the City in all phases of delivery of these projects.
The team will be led by Cyril Charles, PE, who serves as both Senior Project Manager and Senior Construction Manager. Mr. Charles brings over 25 years of experience in construction and contract management for major public capital projects. He is supported by Project Manager, Paul Young, AIA, who has over 35 years of experience in the delivery of complex public building projects, and Assistant Project Manager Gelareh Jokar, who has over 10 years of project management and design experience.
Design services will be provided by the team of MEI Architects and their subconsultants RPM and Groundworks Office. Established in 2003, MEI Architects is an architecture, interior design, and planning firm based in San Francisco, California with a staff of 15 and 6 licensed architects that has designed spaces for the public realm that reflect the context and unique location of each project and the communities they serve.
SECTION 1
CSG STATEMENT OF QUALIFICATIONS TO THE CITY OF SALINAS
PROJECT MANAGEMENT, ENVIRONMENTAL SERVICES, CONSTRUCTION MANAGEMENT, AND INSPECTION SERVICES FOR
MULTIPLE PUBLIC FACILITIES IMPROVEMENT PROJECTS
3707 W. Garden Grove Boulevard, Ste. 100, Orange, CA 92868 phone 714.568.1010 | fax 714.568.1028 | www.csgengr.com Our team includes specialized consultants to meet any project needs, including BSK Consultants for geotechnical engineering, Soar Environmental Services for biological consulting services, M3 Environmental to provide hazardous materials consulting, Larry Hendricks to provide cost estimating services, and 360PSM for labor compliance. CSG has partnered with many of these firms on City of Salinas projects and similar projects for other municipalities such as the City of Vallejo.
Key qualifications and attributes that CSG would bring to your facilities projects include:
Experienced Project Managers: CSG’s project managers have a proven track record of delivering projects ontime and within budget. Many of our staff bring direct public sector employment experience to their roles, providing the City with an in-house perspective toward approaching projects. Our highly qualified construction management team has experience overseeing the construction of high-profile public projects for municipal agencies.
Familiarity with the City –CSG has provided consulting services to the City by managing and/or assisting on facility projects. We have developed a great understanding of the City’s standards and expectations and have built relationships with City staff that will allow for streamlined delivery. Our team has experience and knowledge in building strong relationships with project stakeholders, including the City, contractors, regulatory authorities, and community members.
Prior On-Call Contract Experience – CSG has extensive experience providing project management, construction management, and other consulting services to public agencies. Much of this work is delivered through “as-needed” contracts, providing agencies support wherever it is needed. Over the past 33 years, CSG has successfully delivered projects through similar on-call contracts with cities throughout the Bay Area and Southern California. CSG has the availability and time to dedicate personnel and resources necessary to provide on-call services to the City of Salinas.
Based on our understanding of your project’s objectives, we are confident that our skills and experience align well with your requirements. We are eager to contribute to the successful delivery of City projects and welcome the opportunity to discuss how our expertise can meet your specific needs. We look forward to continuing to work with the City. I am authorized to bind CSG to the terms of the proposal. Should you require any further information or wish to arrange an interview, please do not hesitate to contact me.
Sincerely,
Peykan Abbassi, PE
Vice President, CSG Consultants, Inc.
CSG STATEMENT OF QUALIFICATIONS TO THE CITY OF SALINAS
PROJECT MANAGEMENT, ENVIRONMENTAL SERVICES, CONSTRUCTION MANAGEMENT, AND INSPECTION SERVICES FOR
MULTIPLE PUBLIC FACILITIES IMPROVEMENT PROJECTS
4 Firm Experience and Qualifications
FIRM PROFILE
CSG Consultants, Inc. (CSG) is a California company with its corporate office in Foster City and local offices throughout California. Founded in 1991, CSG has built its reputation around providing both as-needed and projectspecific professional engineering services exclusively to public agencies. Many of the individuals at CSG have previously worked for a public agency at some point in their career and as such are keenly aware of the standards, regulatory processes, constraints and political undertones by which a project is completed.
LEGAL NAME OF FIRM: CSG Consultants, Inc.
POINT OF CONTACT: Peykan Abbassi, PE | Vice President
HEADQUARTERS 550 Pilgrim Drive, Foster City, CA 94404
www.csgengr.com • [email protected]
REGIONAL OFFICES: 3707 W. Garden Grove Boulevard, Suite 100, Orange, CA 92868 806 9th Street, Suite 2A, Paso Robles, CA 93446
3150 Almaden Expressway, #255, San Jose, CA 95118
3875 Hopyard Road, Suite 141, Pleasanton, CA 94588
1303 J Street, #270, Sacramento, CA 95814
930 Fresno Street, Newman, CA 95360
5151 N. Palm Avenue, Suite 530, Fresno, CA 93704
YEARS IN BUSINESS: 33 • Founded in 1991
EMPLOYEES: 350+
TYPE OF ORGANIZATION: California Corporation • Incorporated June 15, 2000 • Federal ID: 91-2053749
STAFF COMPOSITION
Our professional municipal services staff consists of:
Construction Managers Civil Engineers
Construction Inspectors Transportation Engineers
Resident Engineers CASp Professionals
Program & Project Managers Structural Engineers
Land Development Review Engineers Building Officials C.3 Review Engineering & Specialized Inspectors Building Plan Reviewers Planning Professionals Fire Plan Reviewers & Inspectors
SERVICES COMPOSITION
CIVIL & STRUCTURAL DESIGN
Capital Improvement Project Design:
Transportation/Roadway, Bridges, Water
and Sewer Utilities, Traffic Engineering
DEVELOPMENT & MAP REVIEW
Development Review, Plan Check,
Surveying, City Surveyor and Mapping,
Storm Water Program Compliance (NPDES,
QSP/QSD)
CONSTRUCTION MANAGEMENT &
INSPECTION
Contract Administration, including:
Resident Engineer Oversight, Inspection
and Construction Management
Constructability/Bidability Reviews
Cost and Schedule Control
Claims Avoidance
PROGRAM & PROJECT MANAGEMENT
Capital Improvement Program Development
and Implementation
Federal and State Grant Administration
Rule 20A Undergrounding
Staff Augmentation Including: Design
Consultant Coordination, Project Scoping,
RFP Preparation
SECTION 2
CSG STATEMENT OF QUALIFICATIONS TO THE CITY OF SALINAS
PROJECT MANAGEMENT, ENVIRONMENTAL SERVICES, CONSTRUCTION MANAGEMENT, AND INSPECTION SERVICES FOR
MULTIPLE PUBLIC FACILITIES IMPROVEMENT PROJECTS
5 SUBCONSULTANTS
MEI Architects| Architectural Design
Established in 2003, MEI Architects (MEI) is a woman-owned architecture, interior design, and planning firm based in San Francisco, California. Their staff of 14 includes five licensed architects and is comprised of primarily women and minorities. MEI designs spaces for clients that reflect the context and unique location of each project and the communities they serve. MEI has completed projects for workspace environments, healthcare, commercial, retail, residential, mixed-use, institutional, civic, and transportation that has included new construction, renovation, tenant improvements, core and shell, seismic retrofit, and rehabilitation projects. They provide complete project delivery including programming, conceptual design and imaging, construction documentation and construction administration. MEI is well versed in the process of jurisdictional regulations for City projects, having worked previously with the Salinas Building Department.
RPM | Structural/Civil/MEP Engineering
RPM provides comprehensive design services for facility projects, including structural, civil, mechanical, electrical, and plumbing engineering and fire sprinkler design. Public project areas include homeless shelters, affordable housing, laboratories, health care, education, and maintenance facilities.
Groundworks Office | Landscape Architecture
Groundworks Office is a landscape architecture and urban design firm shaping public spaces to tell stories about our vibrant and complex world. They design parks, plazas, gardens, and waterfronts that celebrate the authentic character of a place and the people who live there. Groundworks Office was founded in 2013 to make places that restore and reveal the power and beauty of the natural environment and cultivate an awareness of our connection to it.
BSK Consultants | Geotechnical Engineering
Founded in 1966, BSK Associates has been in business for nearly 58 years and is a 100 percent employee-owned California S-corporation that provides construction observation/materials testing/special inspection, consulting engineering, and analytical laboratory services. BSK currently employs a staff of approximately 200 with offices and laboratories throughout California and Washington. Their Livermore, Fresno, Bakersfield, and Rancho Cordova locations also house certified and accredited soils and materials laboratories. Their team of geotechnical engineers and engineering geologists has the technical capability to provide creative, practical, and technologically sound recommendations suited to project budgets. Because they have conducted so many investigations throughout California, BSK are well-equipped to use their previous knowledge of local area soil and geologic conditions to provide cost effective investigations and recommendations for any type of development, land use or restoration project.
M3 Environmental | Hazardous Materials Consulting
M3 Environmental (M3) M3 is a woman-owned business that was founded in 2005 to provide economical solutions to the many environmental problems confronting governmental agencies. M3 Principal Chris Gatward has been providing environmental consulting services to the greater Monterey area since 1995 and began in the industry in 1989. M3’s diverse staff allows them to have a broad knowledge base and experience, including rules and regulations of the many government agencies that may be involved or have jurisdiction over their projects. This includes entities involved in the identification, analysis, removal/containment, storage and disposal of hazardous substances such as but not limited to asbestos, lead, UST contaminants, mold, and other hazardous materials and wastes. Their staff have performed many hundreds of hazardous materials inspections, including comprehensive asbestos and lead based paint surveys, PCBs, and indoor air quality concerns. They continually perform various projects for local government entities such as the County of Monterey, as well as the Cities of Salinas, Monterey, Pacific Grove, Seaside, Marina, and Santa Cruz.
CSG STATEMENT OF QUALIFICATIONS TO THE CITY OF SALINAS
PROJECT MANAGEMENT, ENVIRONMENTAL SERVICES, CONSTRUCTION MANAGEMENT, AND INSPECTION SERVICES FOR
MULTIPLE PUBLIC FACILITIES IMPROVEMENT PROJECTS
6 Soar Environmental Consulting | Biological Consulting Soar Environmental Consulting (Soar) celebrates their 10th year in 2024, providing environmental consulting services for public agency and private development projects. For this contract, Soar will provide biological resources consulting. Their expertise includes biological and habitat assessment and evaluation, riparian restoration consultation, aquatic resources delineations, and rare plant site surveys. Their team of scientists and managers provide high-quality and prompt environmental compliance expertise with dedication and drive. They are certified as a disabled veteran business enterprise (SB/DVBE) by the California Department of General Services (#1786933) and the Small Business Administration.
360PSM | Labor Compliance
360PSM is a Certified Woman Minority Business Enterprise (WMBE) founded in 2018 by Catalina Ferreto with the goal of assisting agencies on implementing the guidelines and procedures for local agencies to comply with labor and associated provisions derived from the California Labor Code of Federal Regulations, regulations of the FHWA, the California Code of Regulations, and the United States Department of Labor. They help agencies to monitor contractor compliance with all the applicable payment of prevailing wages and requirements of the contract provisions. 360PSM is located within the unincorporated County of Monterey and continues to successfully provide labor compliance services including previously assisting the County of Monterey, County of Santa Cruz, and the Cities of Salinas, Soledad, Seaside, Santa Cruz, Vallejo, Palmdale, as well as the San Lorenzo Valley Water District and Pajaro Sunny Mesa Water District.
Larry Hendrick Consulting | Cost Estimating
Larry Hendrick Consulting represents founder Larry Hendrick’s over 50 years of experience in cost estimating, having worked as Chief Estimator/Director of Estimating for several prominent construction companies. Larry has been tracking construction costs and keeping an extensive library of historical cost data in order to help verify construction estimates and the accuracy of the proposed costs to help designers and owners and end users get a project that meets their needs and expectations and stays within the proposed initial budget. Larry also has a great relationship with hundreds of subcontractors through working relationships garnered during his time working with general contractors.
Central Coast Surveyors | Surveying
Central Coast Surveyors is a professional surveying and mapping group based in Monterey, California. Since 1993, they have been a key team member involved in all sizes of projects, from small residential topographic maps to highrise hotels, hospitals, major shopping hubs, and large housing tracts. They operate in the California counties of Monterey, Santa Cruz, San Benito and Santa Clara.
CSG STATEMENT OF QUALIFICATIONS TO THE CITY OF SALINAS
PROJECT MANAGEMENT, ENVIRONMENTAL SERVICES, CONSTRUCTION MANAGEMENT, AND INSPECTION SERVICES FOR
MULTIPLE PUBLIC FACILITIES IMPROVEMENT PROJECTS
7 RELEVANT PROJECT EXPERIENCE AND REFERENCES
CSG has provided project management, environmental, and construction management services to municipal agencies for over 30 years. Provided below are a selection of CSG and subconsultant public facility projects that demonstrate the team’s qualifications and experience to support City facility improvement projects.
SHERWOOD RECREATION CENTER | CITY OF SALINAS, CA
Client: City of Salinas
Reference: Luis Ochoa, Senior Community Development Analyst, (831) 758-7338, [email protected] Period of Performance: 2021 - Ongoing
CSG offers project management
services for the redesign of
Sherwood Recreation Center,
situated in the City of Salinas,
California. Erected in 1949, the
Center spans approximately
12,895 square feet and occupies
a City-owned parcel exceeding
90 acres within the Salinas
Rodeo Grounds. The project
primarily targets exterior
enhancements, encompassing
ADA accessibility, roofing,
window upgrades, painting,
landscaping, parking
optimization, integration of ADA-compliant parking and pathways, and various other construction endeavors. CSG's responsibility entails collaborating with and advising City personnel, overseeing the design team and sub-consultants, and ensuring compliance with all municipal requisites. Tasks also encompass cost estimation, fee negotiation with subconsultants, request for sub-consultant's proposals, design management, chairing progress meetings, NEPA & CEQA documentation, bid solicitation, and subsequent review. MEI is providing design services for this renovation.
CHINATOWN NAVIGATION CENTER | CITY OF SALINAS, CA
Client: City of Salinas
Reference: Luis Ochoa, Senior Community Development Analyst, (831) 758-7338, [email protected] Period of Performance: 2021 - Ongoing
CSG provides project management services for the renovation of the Chinatown Navigation Center (CNC) situated in Salinas. The CNC serves as a hub for homeless services, catering to around 50 men and women, while also offering shower and restroom facilities for individuals living on the streets within the Chinatown neighborhood. The project scope includes enhancing an existing ADA shower, three standard showers, men’s and women’s restrooms, exterior building signage, and refinishing of existing concrete flooring. CSG's role involves collaborating with and advising City personnel, overseeing the design team and sub-consultants, and ensuring adherence to all municipal requirements.
Responsibilities further encompass cost estimation, negotiating fees with sub-consultants, managing the design process, leading progress meetings, handling CEQA documentation, soliciting bids, and conducting subsequent reviews. MEI is providing design services for the renovation.
CSG STATEMENT OF QUALIFICATIONS TO THE CITY OF SALINAS
PROJECT MANAGEMENT, ENVIRONMENTAL SERVICES, CONSTRUCTION MANAGEMENT, AND INSPECTION SERVICES FOR
MULTIPLE PUBLIC FACILITIES IMPROVEMENT PROJECTS
8 VALLEJO POLICE HEADQUARTERS AND TEMPORARY DISPATCH CENTER | CITY OF VALLEJO, CA Client: City of Vallejo
Reference: Melissa Tigbao, Public Works Director (707) 648-4316, [email protected] Period of Performance:
CSG is assisting the City with project management services for a new Community Safety Center (Police Headquarters) facility and construction and project management for a temporary dispatch modular center. The existing police operations occupy 1.1 acres of a 5.3-acre site, and demolition of the 19,300 sq. ft. facility requires coordination between multiple police and City programs. Existing buildings will be demolished, hazardous material abatement will be performed, the PM/CM team is coordinating the architect and contractors. CSG assisted the City with various tasks required during preliminary design stage, including permitting submittals, contractor coordination, leading weekly meetings, status tracking for all stakeholders, fee estimates, and document control.
For cost saving, we are working to coordinate the redesign of the existing space in the Public Works Corp Yard. The redesign will include coordination of a temporary dispatch center and assisting with the development of contract documents for a Type 4 modular building to service this 24/7/365 operation of Vallejo Police Department.
Additionally, we are assisting with scheduling the move to the temporary dispatch, remediation of the hazardous material from the existing dispatch center, as well coordination of the Police Department and dispatch during the move to the new facility.
NAVIGATION HOMELESS CENTER | CITY OF VALLEJO, CA
Client: City of Vallejo
Reference: Melissa Tigbao, Public Works Director (707) 648-4316, [email protected] Project Cost/Contract Amount: $11 M/$500,000
Period of Performance: 2021–Ongoing
CSG provides project management services for the design and construction of a Navigation Center in the City of Vallejo with an approximate project budget of $11 million. The project includes real estate transaction agreements, on and off-site improvements, a Sprung Structure dormitory that sleeps 125 individuals, a Sprung structure community services building that provides operation, dental and medical services, and separate shower and restroom facility structures. CSG role is to work with and advise the City staff, and to manage the design team, contractor, and operators to ensure that the project is completed on time and within budget. The duties also include cost estimating, negotiation of subconsultants’ fees, managing the design and construction of the project, leading weekly meetings with the design team, the contractor and City staff, and communicating with operators and services providers of the site.
CSG STATEMENT OF QUALIFICATIONS TO THE CITY OF SALINAS
PROJECT MANAGEMENT, ENVIRONMENTAL SERVICES, CONSTRUCTION MANAGEMENT, AND INSPECTION SERVICES FOR
MULTIPLE PUBLIC FACILITIES IMPROVEMENT PROJECTS
9 REORGANIZATION OF CITY HALL| CITY OF LINCOLN, CA
Client: City of Lincoln
Reference: Roland Neufeld, (916) 434-2481, [email protected] Period of Performance: 2023 - Ongoing
CSG offers project management services for the reorganization of City Hall for the City of Lincoln, California. City Hall is a building of approximately 60,000 square feet spread over four floors. Erected in 2008, the building didn't include accommodations to conduct public City
Council meetings. The project involves
programming the facility to identify the
best location to accommodate City Council
Chambers and reorganize the facility to
address any displaced agencies. CSG wrote
the RFP to acquire an architectural firm for
this task and will manage the firm through
programming and design. CSG's
responsibility entails collaborating with
and advising City personnel, overseeing the
design team and sub-consultants, and
ensuring compliance with all municipal
requirements.
PUBLIC FACILITY PROJECTS | CITY OF VENTURA, CA
Client: City of Ventura
Reference: Barbara McCormack, Director of Facilities (815) 652-4545, [email protected] Period of Performance: 2022–Ongoing
CSG is currently conducting project and construction management services for renovation work at the Ventura Police Department, six (6) fire stations, and the Battalion Chief house which serves as the central operations facility for the Fire Department. For the police department, we have been tasked with project management activities related to repair and replacement of the existing air handler unit system, and mold remediation within the existing ductwork that require temporary HVAC systems to be installed. This project requires close coordination among stakeholders due to 24/7/365 operation of the facility. CSG is also tasked with managing the design and construction for the complete replacement of the existing HVAC systems for the six (6) fire stations and the Battalion Chief house. The CSG project team has also been tasked with performing a constructability review of the documents to ensure efficient construction with minimum risk of claims and change orders.
CSG STATEMENT OF QUALIFICATIONS TO THE CITY OF SALINAS
PROJECT MANAGEMENT, ENVIRONMENTAL SERVICES, CONSTRUCTION MANAGEMENT, AND INSPECTION SERVICES FOR
MULTIPLE PUBLIC FACILITIES IMPROVEMENT PROJECTS
10 PORTSMOUTH SQUARE RENOVATION | CITY OF SAN FRANCISCO, CA Client: San Francisco Recreation and Parks Department
Reference: Noah Z. Levy, RA, Project Manager, (626) 652-6633, [email protected] Period of Performance: 2021 - 2026
The Recreation & Parks Department of San Francisco has retained MEI Architects in a joint venture with SWA Group to undertake an improvements project for Chinatown’s historic plaza, Portsmouth Square. Centered in the densest community in the City, Portsmouth Square plays a vital role in the lives of the local community residents, over 40% of whom live in single-occupancy units. The joint venture team led a year-long community engagement planning and concept design phase to envision the park for future generations that included public workshops, and working with community groups and key stakeholders, and coordinating with city agencies.
The scope of work, a re-visioning of the park above the existing garage structure, will include new plantings, paving, playground areas, lighting and furnishings, a new community clubhouse with a large assembly area, restrooms and smaller meeting rooms. The Clubhouse, envisioned as a ‘lantern’ for the square, is sited on the corner of Washington and Kearny streets. A solid concrete core at the west side of the building, serving as the main building entry, includes the renovated garage elevator bank and community meeting and conference area, and opens to a lofty two-story transparent community space, open to the plaza at the south.
The project is currently in the permitting phase. MEI Architects is the designer of the new community clubhouse and is acting as the project manager for the team and is also coordinating the team of professional consultants and collaborating with SWA Group to develop the vision for the park.
SAMPLES OF WORK
CSG has provided in the Appendix samples of our work and deliverables that demonstrate the firm’s experience in performing work of a similar nature as described in the RFP by key personnel proposed for this project.
CSG STATEMENT OF QUALIFICATIONS TO THE CITY OF SALINAS
PROJECT MANAGEMENT, ENVIRONMENTAL SERVICES, CONSTRUCTION MANAGEMENT, AND INSPECTION SERVICES FOR
MULTIPLE PUBLIC FACILITIES IMPROVEMENT PROJECTS
11 PROJECT TEAM AND ORGANIZATION
As shown in the organization chart below, CSG’s project team will be led by Peykan Abbassi, PE, Contract Manager.
Our team includes highly qualified personnel that have all performed work on projects of similar scope and size. CSG’s team will also be supported by specialized subconsultants who have been selected for their past experience working on similar projects. Resumes for key team members are provided in the Appendix. All of our proposed staff are committed and available for the duration of the project. * Denotes Key Personnel
BSK Consultants
Geotechnical Engineering
M3 Environmental
Hazardous Materials
360PSM
Labor Compliance
Soar Environmental Consulting
Biological Resources
Larry Hendrick Consulting
Cost Estimating
Central Coast Surveyors
Surveying
SUBCONSULTANTS
Cyril Charles, PE*
Senior Project Manager
Paul Young*
Project Manager
Gelareh Jokar*
Assistant Project Manager
PROJECT MANAGEMENT CONSTRUCTION MANAGEMENT
Cyril Charles, PE*
Senior Construction Manager
Michael Henderson
Construction Manager
Brad Donohue
Construction Manager
Catalina Ferreto (360PSM)
Labor Compliance
DESIGN
Michael Wang, LEED AP NCARB (MEI)*
Architect
Grace Lai (MEI)
Architectural Designer
Brennan Cox, PLA (GO)
Landscape Architect
Dmitriy Lashkevich, PE (RPM)
Civil, MEP and Structural Engineer
CONTRACT MANAGER
Peykan Abassi, PE*
Vice President, Engineering
ENVIRONMENTAL SERVICES
Glenn Lajoie, AICP*
NEPA/CEQA
Lance Lowe, AICP*
Environmental Planner
Dana Edward Supernowicz, MA, RPA
Archeological & Cultural Resources
CSG STATEMENT OF QUALIFICATIONS TO THE CITY OF SALINAS
PROJECT MANAGEMENT, ENVIRONMENTAL SERVICES, CONSTRUCTION MANAGEMENT, AND INSPECTION SERVICES FOR
MULTIPLE PUBLIC FACILITIES IMPROVEMENT PROJECTS
12 Fee Structure
COMPREHENSIVE FEE SCHEDULE
Hourly rates for all positions and classifications of individuals that may be involved, including subconsultants are provided below and on the following pages.
CSG Engineering Division Hourly Rates Calendar Year 2024 CSG Consultants’ services are billed on a time-and-materials basis according to our standard rates, shown below.
All hourly rates include overhead costs including, but not limited to, salaries, benefits, workers’ compensation insurance, travel and office expenses. CSG will coordinate the pickup and return of plans between CSG and agency offices. Overtime services and services provided outside of normal business hours will be billed at 1.5x the applicable hourly rate. On July 1 of each year following the contract start year, CSG will initiate a rate increase based on change in CPI for the applicable region. CSG will deliver an invoice every month for services rendered during the previous month.
Sample Billing Invoice
CSG has provided in the Appendix a sample billing invoice.
Professional Engineering Services-SoCal Region 2024
Hourly Rate
Administrative Assistant $95
Assistant Engineer (Assistant Project Manager) $165
Associate Planner $170
Senior Planner $185
Construction Manager $195
Project Manager $220
Senior Engineer $220
Environmental Director $225
Senior Construction Manager $240
Senior Project Manager $245
Principal Engineer (Contract Manager) $270
SECTION 3
CSG STATEMENT OF QUALIFICATIONS TO THE CITY OF SALINAS
PROJECT MANAGEMENT, ENVIRONMENTAL SERVICES, CONSTRUCTION MANAGEMENT, AND INSPECTION SERVICES FOR
MULTIPLE PUBLIC FACILITIES IMPROVEMENT PROJECTS
13 General Contract Requirements
PROOF OF INSURABILITY
CSG holds the levels of insurance from an acceptable insurance company that is required by the City.
CONCURRENCE WITH CONTRACT PROVISIONS
CSG concurs with the provisions of the City’s standard contract as attached to the RFQ. If selected, CSG would appreciate the opportunity (at the discretion of the City) to address some contract provisions during final contract negotiations.
SECTION 4
CSG STATEMENT OF QUALIFICATIONS TO THE CITY OF SALINAS
PROJECT MANAGEMENT, ENVIRONMENTAL SERVICES, CONSTRUCTION MANAGEMENT, AND INSPECTION SERVICES FOR
MULTIPLE PUBLIC FACILITIES IMPROVEMENT PROJECTS
14 Proposal Appendices
RESUMES
Resumes for CSG’s key personnel and subconsultant team members are provided on the following pages.
WORK SAMPLES
CSG has provided the following sample documents to demonstrate our deliverables for similar project delivery by key personnel.
1. Meeting Minutes
2. Change Order Requests Log
3. Change Order Report
4. Field Report
5. Field Report Log
6. Punchlist Log Sample
7. RFI Log
8. Submittals Log
SAMPLE BILLING INVOICE
CSG has attached a sample billing invoice.
SECTION 5
15 Peykan
LICENSES &
CERTIFICATIONS
Professional Civil Engineer
State of California |51996
Board of Professional Engineers
and Land Surveyors
LEED AP Certificate, United
States Green Building Council
Project Management Certificate,
Bureau of Engineering,
City of Los Angeles
Certificate in Effective
Negotiation, Karrass Institute
EDUCATION
MS Civil Engineering,
University of Southern California
BS Civil Engineering,
University of Southern California
Abbassi PE, LEED AP
Contract Manager
Mr. Abbassi is an experienced civil engineer for large programs in Public Works, Transportation, Development and Municipal Engineering with 35 years of experience.
Through the creation of a team environment and project ownership atmosphere he achieved outcomes above and beyond the expected performance levels. He consistently developed cohesive management teams and has experience working with various funding sources and regulatory agencies.
RELEVANT EXPERIENCE
Project Manager & Construction Manager | Navigation Center Project, City of Vallejo, CA Mr. Abbassi provides project management services for the Navigation Center in Vallejo with approximate budget of $11M. The project included: all real estate transaction agreements; on and off-site improvements; a Sprung Structure dormitory that sleeps 125 individuals; a Sprung structure services building that provides operation, dental and medical services; and a Linked Building restroom that include showers. Mr. Abbassi works with the design team, contractor, operators, and City staff to ensure the project is completed on time and within budget. His duties include cost estimating; negotiation of subconsultants’ fees; coordinating real estate agreements with Vallejo Flood and Wastewater District and Kiewit; managing the design and construction of the project; lead weekly meetings with the design team, contractor and City staff; and communicating with operators and services providers of the site.
Building Project Management/Construction Management
In the following projects, as the PM/CM I managed planning department requirements, entitlements, public improvement design and construction (B-permit work) in addition to the building permitting process through various regulatory agencies inside and outside the City. Collaboration and communication with the stakeholders on a regular basis were the reasons for on time and on budget delivery of the projects. In addition, I negotiated the A&E contracts, managed the A & E consultants, and the PM/CM firm augmented the City’s staff.
• Police Administration Building Program (Total program budget $430M Hard and Soft cost, 3-Buildings plus a data center)
Deputy Program Manager
A. Police Administration Building (PAB): $240M construction budget, value engineered $16M, 500,000 SF, 10-story with 396 2-level subterranean parking.
B. Motor Transport Division/Main Street Parking (MTD/MSP): $72M construction budget; 396,000 SF 800 parking in 5-level plus roof, 20,000 SF service shop with 10 service bays, 4 fueling stations, and two level 6000 SF office space.
C. Aiso Street Parking (ASP): $22M construction budget, 120,000 SF, 300- parking spaces, 2-level subterranean parking with 45,000 SF street level Plaza for Little Tokyo Community events.
• Griffith Observatory Renovation and Expansion: $8M construction budget Project Engineer/Construction Manager
• Pacoima-Gonzales Boxing Facility: $1.5M construction budget Project Manager/Construction Manager
• Echo Park Childcare Center: $4M construction budget
Project Manager/Construction Manager
16 Construction Manager/Project Engineer | City of Los Angeles, Construction Management Division Mr. Abbassi performed Construction Management for the $75M Griffith Observatory Renovation and Expansion Project. He conducted comprehensive coordination between the design and construction activities. Mr. Abbassi managed A/E consultants and the planning and permit process. Other municipal facilities he managed included Echo Park Childcare Facility and Pacoima Boxing and exercise facility.
Deputy Program Manager | City of Los Angeles, Police Administration Building Program Under a program budget of $430M, Mr. Abbassi assisted the program manager with budget analysis and continuous monitoring of construction expenditures and consultant contracts. He served as the Project Manager leading the overall planning and management for Metro Transit Division/Main Street parking an 800 stalls parking in a five level, six story structure with a 20,000 SF, 10 bay, 4 fueling stations with a construction budget more than $72M. He also managed the Aiso Parking Structure, a 300 stalls subterranean structure with a plaza at street level. He managed consultant architects, mechanical, electrical, plumbing, structural, civil, landscaping, security and art consultants.
City Engineer | City of Half Moon Bay, CA
Mr. Abbassi was responsible for complex and technical tasks related to capital infrastructure, utilities, traffic studies and management, land development and other public works-related projects and programs ensuring compliance with all codes and regulations. His work included managing consultants for storm drain and sewer master plans as well as design consultants for the CIP.
Heavy Civil Program Management/Project Management/Construction Management • Chief Development Officer: Lead the Engineering, CIP program, Signal and Systems including Positive Train Control (PTC) projects. Managed the oversight and implementation of over $1B LOSSAN projects, $10M North County Transit District (NCTD) CIP Program including two bridge repair (Bridge 243, and 217), Solano Beach station slope stabilization, Del Mar Bluff failure study, design recommendations and implementation, Inland corridor eroded slope repair, and $87M NCTD’s PTC projects.
• Project Manager: The lead engineer to coordinate and perform oversight of public works improvement for two LAMTA (Los Angeles Metropolitan Transportation Authority) projects (EXPO II, and Regional Connector) for the City of Los Angeles Department of Public Works
• Construction Manager: Installed 5 Storm Drain Filtering systems on major storm drain lines throughout the City of Los Angeles. Average construction costs $1.2M/unit.
• Change Order Engineer: 250 Projects, in excess of $63M (cumulative) construction cost, and a copy of the list of the projects (11 pages) from the logbook is available upon request. I negotiated all the change orders for the 250 projects from 1993 to 2000 (7 years). Among the list are 50 Emergency Sewer and Emergency Storm Drain projects which I was responsible to award, and analyze, negotiate and approve the cost. Five of these were FEMA funded projects due to the emergency nature and the declaration for emergency in Los Angeles County in 04/05 rainy season. I received commendation and was acknowledged by the Board of Public Works for efficient and timely management of the emergency projects in addition to productive collaboration with the City forces and the contractors.
17 Cyril
LICENSES &
CERTIFICATIONS
Professional Mechanical
Engineer
State of California | M28217
Project Management Certificate
City of Los Angeles
LEED AP Certificate, United
States Green Building Council
EDUCATION
MS Mechanical Engineering,
California State University,
Los Angeles, CA
BS Mechanical Engineering,
University of the West Indies,
Trinidad
Charles PE, LEED AP
Senior Project Manager / Senior Construction Manager
Mr. Charles is a senior engineer and lead project and construction manager. He is a licensed professional engineer with 25+ years of project and construction management experience in all phases of projects who has successfully managed and completed several large municipal facility projects through coordination, developing partnerships, and building positive relationships with architects, engineers, contractors, code enforcement officials, and vendors. Mr. Charles has prepared and issued RFPs and RFQs, managed contracts for project consultants and contractors including selection and has been responsible for project scope, schedule, cost, and stakeholder management. He has also designed mechanical and plumbing systems for various projects and has knowledge of codes and Title 24 compliance. He has been the Owner representative for commissioning and delivery of several LEED projects.
RELEVANT EXPERIENCE
Project and Construction Management
• Vallejo Navigation Center Project – Project and construction manager for this $11M navigation center homeless facility with on and off-site improvements; a Sprung Structure dormitory that sleeps 125 individuals; a Sprung structure community services building that provides operation, dental and medical services; and modified shipping containers for restrooms and showers.
• City of Salinas – Project and construction management for various projects for the City Recreation and Parks Department to include construction management for a park renovation to include renovation of the site and restroom facilities, project management for design for renovation of a recreation center facility and renovation of a navigation center facility.
• Los Angeles Convention Center Renovation and Expansion Project – Project manager to develop Schematic Design (SD+) documents for this estimated $900M+ Public-Private-Partnership (P3) project.
• Silverlake Reservoir Master Plan Project – Project manager for development of a master plan for this urban reservoir site to include request for proposals (RFP) preparation and issuance, consultant selection/management, and stakeholder management. • LAPD Metro Detention Center – Project Manager for the construction of 512 beds, $85M, 160,000 SF detention center.
• LAPD Metropolitan Division Facility– Project Manager for the design and construction of this $20M. renovation to the old 62,000 SF Rampart Police Station.
This is a LEED Platinum project.
• Rampart Area Police Station – Project and construction manager for this 52,000 SF police facility with a 280-vehicle parking garage, vehicle repair facility, car wash and fuel dispensing station.
• West Valley Area Police Station – Construction manager for this 46,000 SF police facility with a 330-vehicle parking garage, 6,700 SF vehicle repair facility, car wash and fuel dispensing station.
• City Hall East Data Center Server Upgrade Project – Managed the construction of an expansion upgrade to this data center for the City Hall complex. This project included the installation of an adiabatic chiller as the main source of cooling for the facility. • Los Angeles Convention Center Solar Photovoltaic Project – Project manager for the installation of 2.2 MW of solar panels to the roof of the South Hall building. • North Central Animal Shelter Renovation and Expansion - Project and construction manager for the $23M expansion and renovation of this animal shelter facility. 18 Paul
LICENSES &
CERTIFICATIONS
Licensed Architect
State of California | C-19758
Project Management Certificate
City of Los Angeles
Certification - Building Plans
Examiner,
International Code Council (ICC)
EDUCATION
BS Architecture,
Howard University, Washington D.C.
Graduate Study in Architecture,
University of Washington
Seattle, Washington
Young
Project Manager
Paul Young is a California Architect with experience with various types of municipal buildings. He has experience in project management, programming, architectural design, and design review. He has coordinated the activities of design consultants among the design disciplines and with the project recipient. He has prepared various status reports for government entities and completed board reports for governing agencies. Has managed contracts, reviewed schedules, invoices, and contract changes. He has worked on the traditional design/bid/build and design/build delivery projects.
RELEVANT PROJECT EXPERIENCE
Project Manager | Los Angeles Street Civic Building
Project Manager for the development of programming and technical requirements for a 20-story, 970,000 SF office building with 1,173 parking spaces) as a Public/Private Partnership project. Also managed the EIR process for the demolition of Parker Center, the old Los Angeles Police Department LAPD Headquarters building, and the construction of this 20-story office building project. Parker Center was constructed in 1954 was considered an historic building.
Project Manager | Boyle Heights Neighborhood City Hall
Project Management, programming, pre-design, design & construction management for the “Chicago Building”, a 25,000 SF unreinforced masonry building that was used to accommodate City departments in service to the Boyle Heights neighborhood. The building was purchased and upgraded for seismic safety and to serve as the Boyle Heights Neighborhood City Hall, a constituent service building for the community.
Project Manager | Demolition of Parker Center
The demolition of an eight-story building of approximately 360,000 SF with two basements that once served as the headquarters for the Los Angeles Police Department. This project also required significant hazardous material abatement prior to the start of demolition.
Project Manager | Asbestos Plant No. 1
A design-build for a $15M project involving the selective demolition of an old administration building and the old asbestos plant and the construction of a new asbestos plant with the ability to utilize recycled asbestos. In addition, the project included an administration building that provided office space and facilities for on-site employees at the Plant.
Project Manager | South District Sewer Sanitation Maintenance Yard (SDMY) SDMY involved the replacement of facilities used for the upkeep of the sewers in the southern region of Los Angeles. The size of the vacuum trucks used for cleaning clogged sewers grew beyond the capacity of the yard of one acre. The existing facility consisted of an administration building and several masonry garage buildings. The buildings were demolished and replaced with a new administration building with office space facilities for the employees that drove the trucks and performed the maintenance activities.
Project Manager | Felipe de Neve Branch Library
Seismic reinforcement and expansion of an unreinforced masonry building built in the 20’s with funds provided by the Carnegie Foundation. One of many Carnegie libraries from this era to be seismically upgraded by the City.
Project Manager | Van Ness Park Gymnasium
Construction of a new gymnasium that accommodates a high school sized basketball court in an existing park in central Los Angeles. The design was from a template derived from the Pecan Park Gymnasium.
19 Gelareh
EDUCATION
Master of Fine Art in Interior Design
San Diego State University |
San Diego, CA
Bachelor of Arts in Interior Design
San Diego State University |
San Diego, CA
Jokar LEED AP BD+C
Assistant Project Manager
Gelareh Jokar serves as an Assistant Project Manager for CSG and its clients, bringing skills developed during her 10+ years in interior design and project management. She has extensive experience designing and building interiors for residential for commercial use, coupled with a passion for sustainable design.
RELEVANT PROJECT EXPERIENCE
Natividad Creek Park | City of Salinas, CA
As an Assistant Project Manager, Ms. Jokar assists with the construction management.
Her role includes working with the general contractor, sub-contractors, and engineering team, reviewing submittals, and responding to RFIs in conjunction with the design engineering team, briefing the owner of the project on a weekly basis, coordinating the meetings between all the parties, and reviewing contractors schedule for compliance with the project schedule.
Sherwood Recreation Center | City of Salinas, CA
As an Assistant Project Manager, Ms. Jokar assists with the design management. Her role includes working with subcontractors and the engineering team, reviewing design and specifications to ensure their compliance with clients’ needs and technical specifications.
Briefing the owner of the project on a weekly basis, coordinating the meetings between all the parties, requesting proposals, and assisting with writing contracts.
Senior Interior Designer/Project Manager, Parisi Portfolio | City of San Clemente, CA As a Senior Interior Designer and Project Manager for Parisi Portfolio, Ms. Jokar assisted the VP in all phases of design. This included coordinating all phases of the design process through collaboration with clients, as well as participating in all phases of design deliverables (Conceptual, Schematic Design, Design Development, Construction Documents, Construction Administration, and collaboration with the FFA team). In this role, Ms. Jokar also participated in box walks/drywall walks and supervised installations.
Interior Designer, Gili Design Studio | City of Irvine, CA Ms. Jokar served as an Independent Interior Designer for Gili Design Studio, where she consulted with clients to determine project scopes for work that included space planning, layout, FF&E utilization, and color schemes. In this role, she also participated in site visits and developed site surveys, while participating in all phases of design deliverables. These deliverables included Conceptual, Schematic Design, Design Development, Construction Documents, and Construction Administration for tenant improvement projects (retail/multifamily).
Senior Interior Designer/Project Manager, Ocio Design Group | City of San Diego, CA In this role, Ms. Jokar orchestrated all phases of the design process through collaboration with clients—assuring thorough and thoughtful designs from concept to completion. This entailed participating in all phases of design deliverables, including Conceptual, Schematic Design, Design Development, Construction Documents, and Construction Administration for tenant improvement projects (retail/Creative office.
Interior Designer, Roesling Nakamura Terada Architects | City of San Diego, CA Ms. Jokar worked as a Contract Interior Designer for Roesling Nakamura Terada Architects, developing construction drawings for school projects, specifications of interior architecture, and FFE coordination. She acted as the LEED Consultant for new construction projects, schools, and military.
20 Glenn
EDUCATION
Master’s Degree in Public Policy and
Administration
California State University
Long Beach | Long Beach, CA
Bachelor of Arts, Geography and
Urban Studies
California State University
Long Beach | Long Beach, CA
PROFESSIONAL
AFFILIATIONS
American Planning Association
(APA)
Association of Environmental
Professionals (AEP)
Lajoie AICP
NEPA/CEQA
Mr. Lajoie has over 35 years of experience in the practice of CEQA/NEPA environmental review and Community Planning for clients and agencies throughout California. He has spent the last year and a half serving CSG Consultants, Inc. His range of environmental review studies has included policy, land development and infrastructure projects. Along with an extensive background in CEQA/NEPA, his practices have also encompassed policy planning programs, such as General Plans, Specific Plans, neighborhood studies and due diligence analysis. Mr. Lajoie’s skill set includes project and budget management, quality assurance, meeting facilitation, agency staff service assistance, and third party/peer review verification of analysis and findings. His primary objective as a professional planner has always focused on assuring integrity, quality and legal defensibility of analysis and processes, culminating in win-win solutions for clients and communities.
RELEVANT PROJECT EXPERIENCE
Janss Marketplace Hotel EIR Project | City of Thousand Oaks, CA As Project Director, responsible for preparing an Environmental Impact Report (EIR) to evaluate the potential environmental impacts of the development of a hotel at 225 North Moorpark Road in Thousand Oaks. The proposed project includes demolition of the current two-story retail building, to be replaced by a five-story dual hotel and retail pad, the creation of a map to designate airspace rights, and a zoning change to the footprint of the hotel to increase the building’s height limitation.
The Colonies at San Antonio Specific Plan EIR | City of Upland, CA As Project Director, responsible for project management and QA/QC for the preparation of the Specific Plan Amendment EIR. The 447.8-acre project area included multiple planning areas to accommodates single-family and multi-family residential, neighborhood and community-serving commercial and entertainment uses, natural and open space areas, drainage and flood control features, and community facilities. At buildout, the project site is designed to accommodate up to 1,150 new dwelling units of various types on nearly 168 acres. Approximately 115 acres of highway commercial development were to be located north and south of I-210 and provide for large-scale retail and entertainment uses. An open space area, located near the center of the project, would offer a focal point for the project, a passive recreational area with trails and views, and flood control facilities with a natural appearance. Key issues evaluated included: local and reginal traffic and circulation air quality; noise; biological resources; geology and soils; hydrology and drainage; and public services and utilities.
Amazon Delivery Station Project IS/MND | City of West Covina, CA As Project Manager, responsible for preparation of the Initial Study/Mitigated Negative Declaration. The Project involved the repurposing of a former 177,440 SF industrial building, located in close proximity to existing residents. The “last mile” delivery station operation would include over 250 employees responsible for loading and unloading various types of delivery vehicles via trailer trucks and flex vehicles. Property modifications included building alterations, parking/ routing modifications and landscaping/fencing updates along the site perimeter. Key issues of concern included noise, lighting, traffic and overall affects to neighboring sensitive uses.
21 Lance
EDUCATION
Bachelor of Arts in Geography,
Option: Planning and Development
of Rural Environment
California State University,
Chico | Chico, CA
Associate of Science,
Building Inspection
Butte College |
Oroville, CA
PROFESSIONAL
AFFILIATIONS
American Planning Association
American Institute of Certified
Planners #018656
Urban Land Institute Member
Leadership Nevada County
Graduate, 2019
Leadership Auburn Graduate, 2011
Yolo County Employee Achievement
Award, Honorable Mention, 2003
Yolo County Employee Achievement
Award, 1999
Lowe AICP
Environmental Planner
Mr. Lowe is a Professional Planner with over 26 years of Planning and Project Management experience in both the private and public sectors. His experience includes serving as a Senior and Principal Planner for the City of Grass Valley, Associate Planner and Transit Manager for the City of Auburn, as well as a Project Manager for Forward Planning in Sacramento.
RELEVANT PROJECT EXPERIENCE
Principal / Senior Planner | City of Grass Valley Community Development Department As a Planner, Mr. Lowe successfully managed and completed a wide variety of current and long-range projects from pre-application to project construction. He prepared CEQA documents including Initial Studies, Mitigated Negative Declarations, Tiered Mitigated Negative Declarations and corresponding Mitigation Monitoring and Reporting Programs, as well as reviewed and presented and/or approved development proposals, subdivision maps, parcel maps, site plans, landscape plans, design review, sign plans, and business licenses in accordance with City goals, policies and objectives. Mr. Lowe was responsible for preparing the 2019-2027 Housing Element update and other complex reports on land use, housing, development impact fees, etc., as well as presenting legislative and discretionary development proposals to advisory committees, Planning Commission, and City Council.
Associate Planner and Transit Manager | City of Auburn Community Development Department
Mr. Lowe managed Auburn Transit staff, budgets, state and federal grants, and associated transit projects. This included preparation of reports, presentation to legislative and discretionary development proposals to advisory committees, Planning Commission, and City Council. Mr. Lowe successfully managed and completed these projects from preapplication to project construction.
Project Manager, Forward Planning | John Laing Homes, Sacramento Division Mr. Lowe managed multi-million-dollar residential projects and budgets in Roseville, Rocklin, Lincoln, Folsom, Mare Island, and Davis, California. He prepared project schedules and ensured projects timely completion, developed entitlement strategies, submissions and presentations to public agencies, obtained entitlement and permit approvals for projects, developed financing budgets for projects and consultant and fee budgets and managed budgets throughout project entitlement and construction, coordinated and managed planning consultants and contracts, delivered complete, approved plans to construction division on schedule, coordinated the design of all site conditions including, utilities and community landscaping, assisted Land Acquisition in due diligence and feasibility studies, and served as John Laing Homes Representative on Homeowner Association Boards.
Associate Planner/Project Manager | City of Woodland Community Development Department
Mr. Lowe managed 1,000-acre specific plan (Spring Lake Specific Plan), which included presenting Spring Lake Development proposals to advisory committees, Planning Commission and City Council, negotiating and drafting Development Agreements, reviewing and presenting and/or approving development proposals, subdivision maps, parcel maps, site plans, landscape plans, design review, sign plans, in accordance with Spring Lake Specific Plan and Design Standards goals, policies and objectives, and providing on-going training and support of technical and professional subordinates. 22 Education
Bachelor of Art, Biochemistry
with Honors, University of
California, Berkeley, CA
Masters in Architecture,
University of California,
Berkeley
Professional Registration
California: C-17661
Professional Affiliations
LEED Accredited Professional
MICHAEL WANG, LEED AP, NCARB
Principal
Michael Wang has over thirty-seven years of experience guiding projects from inception through concept and from design intent to finished space. He has worked on large campus master plans, multi-building campus projects, and small-scale retail facilities. Michael possesses the ability to see the project in the context of its urban, architectural and performance goals as well as the nuts and bolts of their assembly and has a record of delivering exceptional projects.
His previous experience includes work with KMD, HOK and HKA Architects.
Michael is leading the team on two renovation projects for the City of Salinas, the Chinese Navigation Center and the Sherwood Recreation Center, Each involves coordination with existing conditions and current codes. Michael is helping the City of Salinas with budget and schedule for the projects, as well as practical design solutions.
He is also currently the lead on the Portsmouth Square Rehabilitation Project and Clubhouse, in San Francisco, CA: a complex project over an existing parking garage, with numerous consultants across many disciplines.
He has completed projects at SFO, fitting new projects into existing conditions and contexts, and has guided these projects and others to be on budget and on time.
Relevant Experiencea
• City of Salinas - Chinese Navigation Center Renovation • City of Salinas - Sherwood Recreation Center Renovation • Portsmouth Square Renovation, San Francisco, CA
• SFFD Ambulance Deployment Facility, San Francisco, CA • Chinese Hospital Replacement Facility, San Francisco, CA • San Cristina Rehabilitation, San Francisco, CA
• San Francisco International Airport (SFO), Terminal 1 Tunnel A, B and C Remodel, San Francisco, CA
• San Francisco International Airport (SFO), DFS Luxury Stores for Gucci, Coach, Burberry, Saint Laurent, Architect of Record for TI work at Boarding Areas A & G., San Francisco, CA
• San Francisco International Airport (SFO), Continental Airlines Boarding Area B Remodel, San Francisco, CA *
• San Francisco International Airport (SFO), Continental Airlines President’s Club, San Francisco, CA *
• San Francisco International Airport (SFO), Continental Airlines President’s Club, Shell Space Design, San Francisco, CA *
23 Dmitriy Lashkevich, PE
Chief Technical Officer
MBA, PE, QSD, QSP
295 Main Street
Suite 210
Salinas, CA 93901
[email protected]
415-227-2880
Education & Certification:
• Professional Engineering License No. C 87250 State of California, USA • Professional Engineering License No. 20109864 State of Washington, USA • Professional Engineering License No. 028082 State of Nevada, USA • Qualified SWPPP Developer & Practitioner (QSD/QSP) Certificate No. 26482 State of California, USA
• Bachelors in Civil Engineering; San Francisco State University, CA, Honors:
Magnum Cum-Laude
• Master of Business Administration, University of Nevada, Reno RPM Team LLC – Partner
• Business development, marketing, and customer acquisition. • Performed structural and civil engineering designs on over $50 million worth of construction projects since start of business in October of 2019. • Structural Design: Soft story retrofits, residential design, commercial design, seismic anchorage, retaining wall design.
• Civil Design: Grading and drainage design for development, storm water treatment design (LID), creek alteration and restoration design, pier restoration and alteration design.
• Managing capital improvement projects from start to finish; including design, contract management, the bidding process, and construction. • Business Development, Marketing Management and Client Management 24 Associate City Engineer, Assistant Director of Public Works, Town of Tiburon, Marin County, Department of Public Works
• Managing, coordinating, and directing operations of all services within the department including Engineering, Streets & Roads, Parks and Open Space, Maintenance Division, Special Events, Stormwater Management, Encroachment Permits and other municipal services.
• Serving as Director of Public Works and Town Engineer in the director's absence. • Preparing and administering the departmental budget including, development of Capital Improvement Plan, providing budgetary recommendations to Town Council, overseeing budgetary expenditures, and ensuring that funded projects are completed on time and on budget.
• Managing capital improvement projects from start to finish; including design, contract management, the bidding process, and construction.
Projects include:
• Tiburon Ferry Terminal Rehabilitation and Accessibility Improvement Project:
Replacing the decking at the ferry docks to maintain existing strength and comply with current accessibility requirements. (Estimated cost $300,000) • McKenney Play Field Construction. Administered project design, layout, contract management and inspection services (Project cost $3,000,000) • Open Space Management - Invasive plant removal to mitigate fire hazard and maintain the towns fire road (Annual project cost $100,000) • Slurry Seal and Paving of Various Streets (Annual Project Cost $2,000,000) • Responsible for ensuring the Town’s municipal compliance with the NPDES Phase II permit for stormwater discharge.
• Acting as staff representative and meeting administrator for public hearings. • Ensuring compliance with the Brown Act. Preparing staff reports, meeting agendas, and meeting minutes for public hearings.
• Reviewing and commenting on Design Review proposals. Generating conditions of approval for various private construction projects.
Area Engineer, Marin County Department of Public Works, Land Development • Reviewed and inspected construction improvements; including building permits, accessibility, grading, drainage and erosion control measures. • Worked and coordinated construction projects with professionals from all building trades and interacted with a variety of stakeholders, including designers, contractors, public agencies, and the general public. • Inspected three (3) mines for compliance with the Surface Mining & Reclamation Act, Best Management Practices & coordinating reclamation processes with the Department of Conservation.
• Used Excel to create elaborate spreadsheets for cost estimating, tracking project status and tracking time spent for review and inspections. • Reviewed and inspected creek restoration projects for CEQA compliance and coordinating review process with the Army Corps of Engineers, California Department of Fish & Game and the Regional Water Quality Control Board. 25 BRENNAN COX • PLA • Founding Partner - Partner in Charge Brennan is a Founding Partner of Groundworks Office with 22 years of experience. With a focus on creating and building a vibrant and ecologically rich public realm, he is amongst a new generation of designers using technology as tool for design, prototyping and constructing innovative landscapes.
Brennan believes in a hands-on approach to every project, he asks a lot of questions, and is immensely dedicated to building dynamic projects. In his 22 years of building landscapes he knows nothing comes easy, and nothing can replace good ole-fashion hard work. He is dogmatic in his dedication to produce landscapes that are inspiring, creative and vibrant.
His inspiration is nourished with his deep curiosity for how things work and get put together. He seeks to build projects that instill a sense of wonder and connection with our fragile and complex world and is a believer that projects should foster knowledge and nurture our sensitive ecosystem.
SELECTED PROJECTS
• Academic & Public Realm
Harvey Milk Terminal SFO, San Francisco, CA
Washington Health Hospital Campus, Fremont, CA
Seaplane Lagoon Ferry Terminal, Alameda, CA
Albany Parks Master Plan, Alameda, CA
Minnesota Street Park, San Francisco, CA
• Campus Workplace
Education
Harvard University
Master of Landscape
Architecture
Iowa State University
Bachelor of Landscape
Architecture
Registration
Licensed Landscape Architect,
State of California
State of Washington
State of Oregon
Professional Experience
GROUNDWORKS Office
Berkeley, California
CMG Landscape Architecture
San Francisco, California
Bayer Master Plan, Berkeley, CA
Tasman North, San Jose, CA
Park Tower, San Jose, CA
Windsurfer Campus, Burlingame, CA
1555 Plymouth, Mountain View, CA
Hargreaves Associates
New York, New York
SWA Group
Sausalito, California
Professional Affiliations
Citizens for East Shore Parks
Board Member
City of Berkeley Parks and
Waterfront Commission
Urban Land Institute - Member
San Francisco Planning and Urban Research
American Society of Landscape Architects
26 Cristiano Melo, PE, GE – Lead Geotechnical Engineer
Professional Background:
Mr. Cristiano Melo will serve as the lead geotechnical engineer and authorized agent for BSK’s services for this contract. He is a licensed Civil and Geotechnical Engineer in the State of California with over 23 years of engineering experience throughout the San Francisco Bay Area and Central Valley, supporting projects from design of shallow and deep foundations to retaining walls, pavement rehabilitation studies, earthwork, hillside grading, site drainage, subgrade stabilization, geotechnical peer reviews, and slope stability analysis. Mr. Melo currently manages BSK’s on-call geotechnical engineering services contracts with the Cities of Alameda, Belmont, Berkeley, Brentwood, Dublin, Oakley, Pacifica, Vallejo and Tracy, Contra Costa Conty, the Central Contra Costa Sanitary District, and the Hayward Area Recreation and Park District. His experience also includes geotechnical investigations and materials testing for numerous public works/capital improvements projects.
Relevant Project Experience:
City of Belmont, Storm Damage Emergency Response, Belmont, CA – Project manager and lead geotechnical engineer for BSK’s storm damage emergency response to multiple sites at the City of Belmont during the January 2023 storms.
City of Oakley, Geotechnical Peer Reviews, Oakley, CA – Project manager and lead geotechnical engineer for the geotechnical peer review of numerous projects, including large residential subdivisions, levees, commercial facilities, and public facilities.
City of Brentwood, Geotechnical Peer Review for Shea Homes and Shea Trilogy Subdivisions, Brentwood, CA – Mr. Melo performed a peer review of the soil/bedrock expansion mitigation for two subdivisions as part of BSK’s on-call geotechnical on-call contract with the City. The objective of the peer review was to provide an independent assessment of the mitigation measures recommended by the Geotechnical Engineersof-Record for the two subdivisions. The mitigation measures included overexcavation of surficial expansive soils and replacement with less expansive soils, proper moisture conditioning, and use of mat foundations and post-tensioned slabs designed to resist soil expansion.
Mid-Peninsula Water District, Old County Road Water Main Replacement, Belmont and San Bruno, California – Mr. Melo was the lead geotechnical engineer and project manager for the geotechnical investigation for this project, which consists of the replacement of approximately 9,200 lineal feet of existing water mains and includes a creek aerial crossing and a trenchless crossing under a railroad. Most of the pipe replacement will be performed using cut-and-cover trenching and the pipe bursting method is anticipated for the trenchless crossing.
City of Clayton, Oakhurst Geological Hazard Abatement District (GHAD), Clayton, CA – Project manager and lead geotechnical engineer for providing geological and geotechnical services to the Oakhurst GHAD.
City of Oakley, Oakley Recreation Center, Oakley, CA – Project manager and lead geotechnical engineer for the geotechnical investigation and construction monitoring services for a new recreation center in Oakley. The project included two approximately 10,000-square foot buildings, an amphitheater, an athletic field with natural turf, hardscape, bleachers, and other associated improvements.
Qualifications
Registrations:
- Geotechnical Engineer,
California, No. 2756,
2007
- Civil Engineer,
California, No. 64025,
2002
- Civil Engineer, Nevada,
No. 27349, 2020
Education:
- MS, Civil Engineering,
University of Idaho, 2000
- BS, Civil Engineering,
University of Idaho, 1997
Experience:
- BSK Associates
Livermore, California
2013 to present
- Kleinfelder
Pleasanton, California
2000 to 2013
- Idaho Transportation
Department
Caldwell, Idaho
Summers of 1996, 1997,
27 ALEXANDER SUPERKO [email protected]
Project Manager
EDUCATION
• Bachelor of Arts- Biology/Environmental Studies
University of Santa Cruz, graduation June 2011
PROFESSIONAL
REGISTRATIONS
• California Site Surveillance Technician (No. 13-5062) • California Department of Public Health Lead Sampling Technician (No. 25105)
TRAINING AND
CERTIFICATIONS
• California AHERA Certified Asbestos Inspector
• California AHERA Certified Asbestos Contractor Supervisor • California Certified Site Surveillance Technician (CSST) • California Department of Public Health Lead Sampling Technician
PROFESSIONAL
SUMMARY
As an Project Manager with M3, Mr. Superko is actively involved the supervision and surveying of buildings and collecting various samples to determine the presence suspect materials such as asbestos, lead, bacteria, or mold. Mr. Superko provides oversight monitoring services for asbestos and lead abatement.
Oversight duties include conducting air and visual monitoring to ensure proper work practices by the abatement crew and recording of daily logs that document the progress of the project. As a technician, Mr.
Superko utilizes various tools of the trade such as sterile swab sampling, air sampling equipment, and bulk sampling to determine the presence of suspect materials. Mr. Superko communicates on a daily basis with clients both on the phone, via e-mail, and in person, discussing investigation findings and interpreting laboratory results. Mr. Superko also generates reports from observations and laboratory analysis information which are sent to clients as a final product of the work conducted. Mr. Superko is a client liaison, oversees the work conducted by M3 technicians and reviews report and other documentation. 9821 Blue Larkspur Lane, Suite 100, Monterey, CA 93940 P: 831-649-4623 www.M3environmental.com 28 29
Catalina Ferreto
Labor Compliance Monitoring
Firm
360PSM
Areas of Expertise
• Labor Compliance Monitoring State and Federal
• Prevailing Wages Rates
• Cross check daily reports
• Documents Control Management
• Conducts Field Interviews
• Status Report
• Public outreach
• Marketing and Administrative Support Services
• Marketing consultant Services
• Bilingual Services
Years of Experience
22
Certifications
• FFC: Prevailing Wage/ Labor Compliance
• Contract Compliance Academy- Public Works
• Public Works: Phase 1: PWC-100
• Public Works: Phase 2: Labor Compliance
• Public Works: Phase 3: Apprentices
• Public Works: Phase 4: Fringe Benefits
• Public Works: Phase 5: Skilled Work Force
• Public Works: Phase 6: Federal Davis Bacon
• Public Works CCS, CA
• Federal Public Works (Davis Bacon) CCS, CA
Education
• Boston University San Jose Costa Rica Bachelor’s in
Business Administration and Global Marketing
• Heald College AA
• Heald College Valedictorian
• Monterey Peninsula College (MPC)
Affiliations
• American Public Works Association (APWA)
360PSM was founded in 2018 by Catalina Ferreto and
was created with the goal of assisting agencies on
implementing the guidelines and procedures for local
agencies to comply with labor compliance and
associated provisions derived from the California Labor Code of Federal Regulations, regulations of the FHWA,
the California Code of Regulations, and the United
States Department of Labor. We help agencies to
monitor contractor compliance with all the applicable
payment of prevailing wages and requirements of the
contract provisions.
Project Experience:
City of Salinas Natividad Creek Park Restroom
Remodel 360PSM provides Labor Compliance
Project Cost : $401,882. Work includes painting the
interior and exterior of the building, replacement of the existing roof with a new roof that includes skylights and vents, replacement of existing light fixtures and motion sensors in the interior and exterior, replacement of
exterior doors, repair or replacement of interior stall doors, replacement of existing fixtures with stainless
steel ones, general plumbing and electrical work, and
installation of new flush meter.
City of Salinas City Park Revitalization and
Improvement - for Closter Park- EL Gabilan PlayLot-: Universal Playground at Northgate and Williams Ranch Parks . Labor Compliance
Monitoring Officer. The City of Salinas has a
population of 165,000 people, is the largest city in the County of Monterey and serves as the county seat.
Known as the “salad bowl of the world”, the community
is surrounded by agricultural lands which drive its
economy and shape its heritage.
City of Seaside Cutino Park Construction
Management.Project Cost: $3.7 million 360PSM and
president Catalina Ferreto provide Labor Compliance
Services State and Federal. The project includes
demolition, tree removal, and earthwork; storm
drainpipes, structures, and bioretention pond; concrete curbs, gutters, sidewalks and walkways; site retaining
walls; hot mix asphalt paving; site furnishings including drinking fountain, bike rack, benches, and bleachers;
play area including play equipment, engineered wood
fiber surfacing and poured in place surfacing; and
planting and irrigation.
Catalina Ferreto
360PSM INC.
Labor Compliance Monitoring Officer
30 Larry Hendrick, Principal
Larry Hendrick Consulting, LLC
Larry Hendrick is an experienced construction and pre-construction consultant providing correct cost estimates, proposals, training, and consulting and expert witness testimony for all types of construction projects and construction claims.
Professional Experience
Larry Hendrick Consulting, LLC- Wildomar, CA 2022- Current Principal/Owner
• Providing cost estimating services, consulting, training, consulting for pre-construction and construction projects and expert witness testimony for Construction Litigation Cases.
• Adjunct Professor- Norco College- Teaching Construction Estimating Con-74. Part of the Construction Technology -Construction Management Degree Program
Swinerton Builders, Inc.- (OCLA) Irvine and Los Angeles, CA 2014- 2022 Director of Estimating, Chief Estimator, Construction Cost Analyst, and Constructability Review, Value Engineering-
• In charge of Construction Estimating Department including services for preconstruction contracts, design build pursuit cost management and hard bid pursuits.
• Projects include Health Care, Education, Critical Facilities, High Rise Residential and Commercial, Parking Structures Public Works Projects, Educational (K-12 and higher education) Aviation and Municipal Facilities construction as well as commercial facility construction estimates and bids.
• Experienced in Construction Management, Program Management, Design Build, Lease- Lease Back, Construction Management at Risk and Design-Bid- Build delivery contracts.
Straub Construction, Inc.- Fallbrook, CA 2013- 2014
Pre-Construction Manager, Chief Estimator, Construction Cost Analyst, and Constructability Review, Value Engineering
• In charge of preconstruction services including overseeing marketing and business development, overseeing 2 proposal writers and reviewing project technical proposals, overseeing 4 estimators and 1 estimating coordinator reviewing estimates and bids, including conceptual, schematic, design development and final budget estimates and providing GMP and hard bids for Public Works projects and Design Build Military projects through various Military procurement programs , Educational (K12 and higher education) and Municipal Facilities construction bids as well as commercial facility construction bids.
• Member Executive Committee- took part in Project Go-No Go discussions, staffing discussions, projected income/expense reports, Department budgets, estimating and bidding software purchase and training. • Projects have included but not limited to – Military Housing, Plane Hangers, Food Services, Training Facilities and Weapons Schools, Health and Treatment Facilities, K-12 Schools, Colleges, Universities, Student Housing, commercial and industrial buildings, and developments.
Certifications, Licenses, and Memberships
• US Federal Government Small Business
Certified (SAM.gov)
• Current Certified Member and
recognized Consulting Estimating Firm
through Consulting Estimators Round
Table since 2021.
• Current DBIA Certified Professional–
though Design Build Institute of
America – since 2010
• Current LEED AP – through U.S. Green
Building Council – since 2009.
• Current Lifetime Certified Professional
Estimator through the American
Society of Professional Estimators –
since 1999
• California State Contractor – B-1
General, C-61/D-44 Specialty
Contractor – since 1972. (Renewed
Inactive)
Awards and Acknowledgements
• Immediate Past Southwest Governor
and Trustee of the Board of the
American Society of Professional
Estimators – 2 Terms – May 2008-July
2012 and May 2017-July 2019
• 2013-2014- Past President- Inland
Empire Chapter ASPE
• 2007- Named National Estimator of the
Year by American Society of
Professional Estimators
• Past Member of Educational
Committee – Associated General
Contractors of America – 2006-2008
• 2006-2008- Past President- San Diego
Chapter ASPE
• 2006- Named National ASPE Chapter
President of the Year
31 CENTRAL COAST SURVEYORS
Project Member Resume, Reference and Experience Introduction
PERSONNEL
Team Member: David T. Edson, Owner
Licensed Land Surveyor, LS 4974 (1981)
State of California
Licensed Land Surveyor, LS 11860 (2003)
State of Hawaii
Education: B.S. Surveying & Photogrammetry
(Cum Laude - 1981) California State University – Fresno Experience: County Surveyor and Deputy Director of Public Works, County of Sierra (1981-1986)
Chief of Surveys at Monterey Bay Engineers, Inc., Seaside, 1986-1993.
Owner of Central Coast Surveyors serving the Monterey Bay area and the State of Hawaii (1993-present)
Other: Surveying Instructor - Lassen College, Lassen County California.
Past President - California Land Surveyors Association, Monterey Bay Chapter
Team Member: Dana Zurek
Licensed Land Surveyor, LS 9080 (2013)
Experience: Twenty years of experience as a key member of survey crews performing topographic mapping and boundary surveys. Survey crew party chief on multiple construction and GPS projects, including commercial construction, custom private homes, FEMA elevation certificates and numerous GPS surveys. An accomplished project manager and AutoCAD technician, Dana is also involved in survey calculations, field crew coordination, cost estimates and client relations.
Please visit our website at www.ccsurveyors.com for a more detailed description of company history, and projects.
Date: 4/11/2024
Prepared by: Cyril Charles / CSG CONSULTING
Project Location: 1937 Broadway
Vallejo CA 94590
Planned started date: N/A
Meeting started at: 4/11/24 11:32 AM
Meeting ended at: 4/11/24 12:15 PM
Meeting duration: 00:43
Meeting Location: Online (Microsoft Teams Meeting)
Invitees
Name: Company: Notes: Attended:
Gerard Callahan N/A N/A Attended
Catalina Ferreto 360PSM - N/A Attended
Michael Henderson CSG Consultants N/A Attended
Peykan Abbassi CSG Consultants N/A Attended
Efren Gutierrez Gutierrez Associates Architects N/A Attended Melissa Tigbao City of Vallejo N/A Attended
Tom Stavropoulos G&G Builders, Inc. N/A Attended
Analisa Campos N/A N/A Attended
Ramon Meno G7 Construction Inspection N/A Attended
Victoria Alvarez G&G Builders, Inc N/A Attended
Gelareh Jokar CSG Consultants N/A Attended
Tony Chu City of Vallejo N/A Attended
Agenda Items
Review and Approve Last Meeting Minutes
Meeting Minute Report for Construction Weekly Meeting No. 4 Project: City of Vallejo - Navigation Center Homeless Facility
4.1 | No comments on previous meeting [3.1] minutes.
Construction Work Progress
4.1 | 3-Week Lookahead Schedule:
- GC provided (4/11/24) 4-wk lookahead schedule.
4.2 | Work Progress:
- [1.2.2] GC to coordinate temporary power with PG+E. In progress. - [1.2.3] City requires a project sign for a groundbreaking ceremony at the site on 4/4/24 from 12-2 PM. Per GC, approximately 1-2 week to fabricate/deliver/install. CM working with City on template. Final sign edits in progress for release to GC and fabricator.
- [3.2.1] City signed PG+E forms. Payment to PG+E by City in progress. - [3.2.2] GC mobilized on 3/27. Trailer delivery on 3/28. Clearing and grubbing of site on 4/1. Encroachment permit in progress. Sprung turnover on or after 4/8.
- [3.2.3] Groundbreaking ceremony scheduled for 4/4 (12:00-2:00) PM. City to be onsite at 11:00 AM to erect tent. City to provide shovels and hard hats for dignitaries as required. Ground Breaking was postponed and will be rescheduled by the City.
- [4.2.1] Interior furniture submittal to be issued . No kitchen items will be included. - [4.2.2] Regarding Bulletin #1, Contractor states no comments from sub-contractors. - [4.2.3] CSG states there may be a meeting next week at site for Sprung turnover (04/16 or 04/17). - [4.2.4] CSG Jobsite Trailer was delivered 04/08/24
- [4.2.5] Site preparation work: Grubbing, grading, export debris. Grading and compacting building pads for Dormitory and Community buildings. rock delivered. CSG states the concrete mix design and rebar submittals are due.
- [4.2.6] Contractor licensed Surveyor on site.
AHJ Requests for Inspection and Permits
- [3.1] CM recommended a pre-installation meeting for the SD and SS underground piping. VFWD should be present. 3-Week Lookahead Schedules
Project Schedule
4.1 | Baseline Schedule:
- [1.1.1] Baseline schedule submittal has not been submitted by GC. CM indicated to GC that the project ( baseline) schedule is a payment request item and should be submitted before the Payment #1 is sent to the City. GC would like to submit a MS Project schedule (90 days) for Payment #1 and P6 full schedules thereafter. This is acceptable to the CM. MS Project schedule (90 days) for Payment #1 submitted. Baseline schedule in progress with GC to be submitted by 3/29. Baseline schedule returned Revise/Resubmit (04/11/2014)
4.2 | Submittals Schedule:
4.3 | Fabrication and Delivery Schedule (Long Lead Items):
- [1.3.1] Switchgear is the most critical long lead item. Per GC, Switchgear order has been placed. CM requested GC to look into expedited fabrication options and if available the cost impact. CM and City authorized GC to expedite switchgear. Per GC, supplier can provide switchgear in lieu of 52 weeks by 11/30/24. Electrical Switchgear has been ordered and the COR to Expedite delivery has been approved. GC to submit COR for this item.
4.4 | Deferred Approval Items:
- [1.4.1] Fire Sprinkler: CADD files delivered to GC by AE. Water pressure/flow information received by fire sprinkler subcontractor so this deferred item design may begin. - [1.4.2] Fire Alarm: No update.
- [1.4.3] Security: CSG and GC to schedule security system/cameras meeting with City IT staff to review locations, etc. as part of design. CSG reminded GC of UG conduit run to security booth, and ATT conduit to Community Building , Janitor closet to be coordinated prior to slab pour. No update on design submittal.
4.5 | Progress Schedule: None
Request for Information (RFI)
(Also see CM Fusion-RFIs)
4.1 | Open RFIs: None
4.2 | Closed RFIs: 3
4.3 | Critical RFIs: None
Submittals
(Also see CM Fusion-Submittals)
4.1 | Outstanding Submittals: Nos. 18,19,21,22 (AE);
4.2 | Returned to GC (Closed) : Approved (13 Total); Revise/Resubmit (2 Total) - Traffic Plan, Baseline Schedule
4.3 | Critical Submittals: None
-[1.3.1] (Traffic Control Plan/SWPPP/Fencing/Earthwork Items are critical submittals identified to be provided by GC). Traffic control plan and SWPPP have been submitted by GC. Fencing and earthwork TBD. Item Closed. -[2.3.1] Light Fixtures do not meet the Buy America/Build America requirements. CM to resolve. GC to submit bid item for review. Submittal added to CM Fusion. Item Closed. -[2.3.2] Per GC, plumbing subcontractor has requested a meeting to discuss plumbing products. CM to coordinate. In progress.
-[2.3.3] Per GC, the plumbing contractor requested specifications for the domestic backflow preventer. GC to submit bid item for review. RFI to be submitted. Item Closed. - [4.3.1] GC requested data on the preferred manufacture for the Guard shed. A/E to provide. - [4.3.2] CSG noted to GC that the conc. mix approved was for site concrete only. A separate submittal for the structural concrete, rebar, waterproofing etc. was required.
Construction Change Directives and Change Orders
(Also see CM Fusion-Change Orders)
4.1 | Construction Change Directives (CCD):
- [1.1.1] GC reviewed CCD #1 and indicated that there may be cost impacts for changes related to the concrete work, grease interceptor and site drains. In progress. Item closed.
- [3.1.1] City/CM authorized expedite for electrical switchgear. GC Ordered the Electrical switchgear, with instructions to expedite delivery. GC to submit COR.
- [3.1.2] City/CM authorized fabrication of construction sign. GC ordered Project Sign, and delivered to Jobsite. GC to submit COR.
- [3.1.3] City/CM authorized payment of NOI fee to SWCB. GC to submit COR.
4.2 | Change Order Requests: None
4.3 | Change Orders: None
Payment Applications (Schedule of Values)
4.1 | Payment Applications:
- [1.1.1] GC submitted Pay App #1 and summary breakdown was accepted. GC to submit by 3/22/24 a revision to Pay App #1 with a more detailed breakdown of the items in the major areas being billed with this Pay App #1. Pay App #1 has been accepted by the City and is in process.
- [4.1.1] GC received payment for Pay App #1 (Pay App #1 Paid 04/09/2024) Item closed.
4.2 | Schedule of Values (SOV):
- [1.2.1] SOV was submitted by GC for review on 3/22/24. SOV has been accepted for use with Pay App #1.
Labor Compliance
- [1.3] 360PSM requested binders to be at jobsite. GC to provide binder with rates in jobsite trailer with access to workers.
- [4.1] 360PSM Request access to Daily Logs in CMFusion, - [4.2] 360PSM States the GC should have the Labor Compliance Binder on site. GC states to provide onsite 04/12/2024.
Quality Control and Inspection/Safety
4.1 | Quality Control and Inspection: None
4.2| Safety: None
Miscellaneous Items
- [1.1.1] Sprung Structures: Site meeting (next 1-2 weeks?) to be scheduled to go through stored items . In progress. - [1.2.1] Linked Equipment: GC reached out to Linked and a September 2024 delivery is anticipated and will be shown as such in the project schedule. In progress.
Next Meeting
Online (Microsoft Teams)
April 18, 2024 (9:30 AM)
Project: City of Vallejo - Navigation Center Homeless Facility Prepared by: Gelareh Jokar / CSG Consultants
Preparation Date: 5/1/2024
Project Location: 1937 Broadway
Vallejo CA 94590
Budgeted Total: $0.00
Requested Total: $65,859.46
Approved Total: $63,665.00
COR# Name Assigned
To
Status Creation
Date
Created By Due Date Budgeted Requested Approved Days
Changed
COR
-1
PCO-01 Construction
Signage
Cyril
Charles
Accepted
for Review
04/18/24 Victoria
Alvarez
05/02/24 --- $2,791.89 $2,791.00 +0
COR
-2
PCO-02 SWPPP Fees Gelareh
Jokar
Accepted
for Review
04/18/24 Victoria
Alvarez
05/02/24 --- $647.00 $647.00 +0
COR
-3
PCO-03 Switch Gear
Expedite Fees
Gelareh
Jokar
Accepted
for Review
04/18/24 Victoria
Alvarez
05/02/24 --- $60,227.00 $60,227.00 +0
COR
-4
PCO-04 Tree Stump
Obstruction Removal
Cyril
Charles
Request
Submitted
04/29/24 Victoria
Alvarez
05/03/24 --- $2,193.57 --- +0
Change Order Requests Report
City of Vallejo - Navigation Center Homeless Facility
Project: City of Vallejo - Navigation Center Homeless Facility Prepared by: Gelareh Jokar / CSG Consultants
Preparation Date: 5/1/2024
Project Location: 1937 Broadway
Vallejo CA 94590
Budgeted Total: $0.00
Requested Total: $63,665.89
Approved Total: $0.00
STATUS COUNT % OF TOTAL CHANGE ORDERS
Completed 0 0%
Created 0 0%
In Progress 0 0%
Canceled 0 0%
TOTAL 3
Change Orders Report
City of Vallejo - Navigation Center Homeless Facility
Name Original Request Status Budgeted Requested Approved Creation Date
Completion
Date
Assigned
To
FCO-01 Construction
Signage
PCO-01 Construction
Signage
Under
review
$0.00 $2,791.89 --- 4/24/24
12:32 PM
N/A
Activity Log
FCO-02 SWPPP Fees PCO-02 SWPPP Fees Under
review
$0.00 $647.00 --- 4/25/24
3:46 PM
N/A
Activity Log
FCO-03 Switch Gear
Expedite Fees
PCO-03 Switch Gear
Expedite Fees
Under
review
$0.00 $60,227.00 --- 4/30/24
1:50 PM
N/A
Activity Log
Date: 4/22/2024
Prepared by: Ramon Meno / G7 Construction Inspection
Project
Location:
1937 Broadway
Vallejo CA 94590
Accidents on
site:
No
Safety
Concerns:
No
Weather
Date Time: Weather: Low: High:
4/22/24 9:00 AM Clear 56° 56°
4/22/24 3:00 PM Sunny 75° 75°
4/22/24 7:00 PM Sunny 69° 69°
Weather Notes:
Cloudy skies and cool temperatures.
Comments
Today is Monday April 22. Work started onsite at 7am. The Sub Contractor Platinum Dirt Worx continued working on the Dormitory Building pad. Eric Montano from G&G Builders was onsite at approximately 11 am. as the Superintendent. The concrete sub contractor Dryco was also onsite and continued to build forms around the Community Building pad and dig trenches for plumbing and utilities throughout the day. There were deliveries of base rock for the Dormitory Building pad throughout the day from Golden Bay Trans Inc. Platinum Dirt Worx continued to build up, grade, level and compact the Dormitory Building pad and also excavated the bioswale are. I asked the operator if they should have the Geotechs onsite to for the excavation and his reply was that he didn't know.. I then asked Edic the Superintendent if Geotechs needed to be onsite. He replied they would call them if they needed. I have attached pictures of all work today.
People on Site
Trade/Person: Number of
people/workers:
Hours Per Worker Total Hours Comments:
Bret
Wallas/Operator/Platinu
m Dirt Worx
1 8 8 Moved demolition spoils,
graded site. Employees
hours are approximate.
Rick
Gomez/Operator/Laborer
Foreman/Platinum Dirt
Worx
1 8 8 Moved demolition spoils,
graded site and compacted
Dormitory Building pad.
Employees hours are
approximate.
Daily Field Report
City of Vallejo - Navigation Center Homeless Facility
Dryco/Jorge
Rivas/Cement Finisher
1 8 8 Staked and strung
Community Building pad.
Leveled base rock on pad.
Employees hours are
approximate.
Dryco/Luis Rivas/Laborer 1 8 8 Staked and strung
Community Building pad.
Leveled base rock on pad.
Employees hours are
approximate.
Dryco/Gabriel
Hernandez/Cement
Finisher
1 8 8 Staked and strung
Community Building pad.
Leveled base rock on pad.
Employees hours are
approximate.
Dryco/Federico
Portales/Foreman
1 8 8 Staked and strung
Community Building pad.
Leveled base rock on pad.
Employees hours are
approximate.
Eric
Montano/Superintendent/
G&G Builders
1 8 8 Checking work of
subcontractors. Hours are
approximate.
Brian Koski/Kier + Wright/
Surveyor
1 1 1 Surveyed job site and set
stakes delineating
different area's. Hours are
approximate.
Prime Electric/Michael
Barba
1 5 5 Employees hours are
approximate.
Total 9 62 62
Trade/Person: Number of
people/workers:
Hours Per Worker Total Hours Comments:
Deliveries
Delivery Type: Quantity: Items missing from this delivery: Comments:
Golden Bay Trans Inc./Base Rock 2 Trucks No Tags to be uploaded tomorrow. Equipment
Equipment
Type:
Quantity: Owner: Manufactur
er
Model Serial No CSI
Division
CSI
Specificatio
n
Cost Code Comments:
Caterpillar
Excavator
Model 317
1 Platinum
Dirt Worx
N/A N/A N/A N/A N/A N/A Used
throughout
the day.
Caterpillar
Motor
Grade
Blade
model 150
1 Platinum
Dirt Worx
N/A N/A N/A N/A N/A N/A Used
throughout
the day.
Caterpillar
Track Steer
model
259D3
1 Platinum
Dirt Worx
N/A N/A N/A N/A N/A N/A Used
throughout
the day.
Caterpillar
Smooth
Drum
Compactor
CS44B
1 Platinum
Dirt Worx
N/A N/A N/A N/A N/A N/A Used
throughout
the day.
Water
Truck
1 Platinum
Dirt Worx
N/A N/A N/A N/A N/A N/A Used
throughout
the day.
Caterpillar
950 Front
End Loader
1 Platinum
Dirt Worx
N/A N/A N/A N/A N/A N/A Used all day
Caterpillar
2460 Skid
Steer
1 Dryco N/A N/A N/A N/A N/A N/A Used
throughout
the day.
Takeuchi
Mini
Excavator
TB280
1 Dryco N/A N/A N/A N/A N/A N/A Used
throughout
the day.
Gel 373
Mini
Excavator
1 G&G
Builders
N/A N/A N/A N/A N/A N/A Idle all day.
Equipment
Type:
Quantity: Owner: Manufactur
er
Model Serial No CSI
Division
CSI
Specificatio
n
Cost Code Comments:
Attachments
20240422_071804.jpg 20240422_071758.jpg
20240422_071806.jpg 20240422_073934.jpg
20240422_073923.jpg 20240422_071812.jpg
20240422_073934.jpg 20240422_074034.jpg
20240422_104340.jpg 20240422_130225.jpg
20240422_095139.jpg 20240422_104235.jpg
20240422_143720.jpg
Activity Log
4/22/24 5:15 PM
Field Report added to project
Added by Ramon Meno [Inspector] from G7 Construction Inspection for 4/22/2024
Prepared by: Gelareh Jokar / CSG Consultants
Preparation Date: 5/1/2024
Project Location: 1937 Broadway
Vallejo CA 94590
Date Prepared by People on
site
Attachments Deliver Item
Missing?
Accidents Safety
concerns
Onsite location details
4/30/2024 Ramon
Meno
17 31 No No No 1937 Broadway Vallejo, CA.
94589
4/29/2024 Ramon
Meno
23 31 No No No 1937 Broadway Vallejo, CA.
94589
4/26/2024 Ramon
Meno
13 15 No No No 1937 Broadway Vallejo, CA.
94589
4/25/2024 Ramon
Meno
14 27 No No No 1937 Broadway Vallejo, CA.
94589
4/24/2024 Ramon
Meno
14 24 No No No 1937 Broadway Vallejo, CA.
94589
4/23/2024 Ramon
Meno
14 29 --- No No 1937 Broadway Vallejo, CA.
94589
4/22/2024 Ramon
Meno
9 25 No No No 1937 Broadway Vallejo, CA.
94589
4/19/2024 Ramon
Meno
9 23 No Yes No 1937 Broadway Vallejo, CA.
94589
4/18/2024 Ramon
Meno
8 18 No No No 1937 Broadway Vallejo, CA.
94589
4/17/2024 Ramon
Meno
9 43 No No No 1937 Broadway Vallejo, CA.
94589
4/16/2024 Ramon
Meno
10 5 No No No 1937 Broadway Vallejo, CA.
94589
4/15/2024 Ramon
Meno
9 12 No No No 1937 Broadway Vallejo, CA.
94589
4/12/2024 Ramon
Meno
3 31 --- No No 1937 Broadway Vallejo, CA.
94589
4/11/2024 Ramon
Meno
6 12 No Yes Yes 1937 Broadway Vallejo, CA.
94589
4/10/2024 Ramon
Meno
4 11 No No No 1937 Broadway Vallejo, CA.
94589
4/09/2024 Ramon
Meno
3 13 --- No No 1937 Broadway Vallejo, CA.
94589
4/08/2024 Ramon
Meno
3 19 No No No 1937 Broadway Vallejo, CA.
94589
Field Report
City of Vallejo - Navigation Center Homeless Facility
Name Assigned To Status Created At Tasks Completed Completion % Punchlists
City of Vallejo - Navigation Center Homeless Facility
Prepared by: Gelareh Jokar / CSG Consultants
Preparation Date: 5/1/2024
Project Location: 1937 Broadway
Vallejo CA 94590
STATUS COUNT % OF TOTAL RFIS
Completed 10 100%
Created 0 0%
Assigned 0 0%
Responded 0 0%
TOTAL 10
RFIs Report
City of Vallejo - Navigation Center Homeless Facility
RFI
#
Name Request Date Requested By Due Date Assigned
To
Status
10 Vallejo Nav Center - RFI 011 - Tree Stumps & Shared Fence 4/29/24 12:45 PM
Victoria
Alvarez
4/30/2024 N/A Completed
Information Request Responses
N/A Michael Henderson (4/30/24 1:54 PM): RFI 010 - Tree Stumps and Shared Fence_04.30.2024 - Response.pdf
9 Vallejo Nav Center - RFI 009 - Clarifications on Fire Sprinkler Coverage & Backflow
4/18/24 12:03
PM
Victoria
Alvarez
4/25/2024 N/A Completed
Information Request Responses
N/A N/A
8 Vallejo Nav Center - RFI 008 - Retaining Wall Clarifications 4/18/24 12:02 PM
Victoria
Alvarez
4/25/2024 N/A Completed
Information Request Responses
N/A N/A
7 Vallejo Nav Center - RFI 007 - Sanitary Sewer Routing 4/17/24 10:47 AM
Victoria
Alvarez
4/24/2024 N/A Completed
Information Request Responses
N/A N/A
6 Vallejo Nav Center - RFI 006 - Parking Structure Footing Locations
4/16/24 10:42
AM
Victoria
Alvarez
4/19/2024 N/A Completed
Information Request Responses
N/A Michael Henderson (4/19/24 2:42 PM): In CMFusion, RFI #6 - Parking Structure Footings Locations, requires an answer.
Cyril Charles (4/22/24 10:19 AM): See uploaded response. 5 Vallejo Nav Center - RFI 005 - Clarifications for Conduits in Slab 4/11/24 5:12 PM
Victoria
Alvarez
4/25/2024 N/A Completed
Information Request Responses
N/A Michael Henderson (4/12/24 11:16 AM): Efren See E001 - Elect. General Notes:
260500 - #7 260550 - #5-(E) Confirm with Electrical Engr. Contractor has compacted pad.
4 Vallejo Nav Center - RFI 004 - Backflow Device 4/11/24 2:40 PM
Victoria
Alvarez
4/25/2024 N/A Completed
Information Request Responses
N/A Michael Henderson (4/12/24 11:35 AM): See email to you dated 04/12/2024, from Cyril -CSG
Cyril Charles (4/12/24 11:40 AM): I have reassigned this RFI back to CSG to evaluate and respond
Cyril Charles (4/18/24 12:24 PM): See attached response. 3 Electrical Clarifications 3/29/24 1:20
PM
Tom
Stavropoulos
4/5/2024 N/A Completed
Prepared by: Gelareh Jokar / CSG Consultants
Preparation Date: 05/01/2024
Project Location: 1937 Broadway
Vallejo CA 94590
STATUS COUNT % OF TOTAL SUBMITTALS
No Exceptions Taken (A) 11 39%
Approved as Noted (B) 6 21%
Assigned 2 7%
Assigned and Closed 2 7%
Open 0 0%
Rejected (D) 0 0%
Reviewed 0 0%
Reviewed as Noted 0 0%
Revise and Resubmit (C) 4 14%
Completed 0 0%
Submitted 0 0%
Incomplete Submittal 0 0%
Approved (by Arch) 2 7%
Approved as Noted (by Arch) 1 4%
Submittals Report
City of Vallejo - Navigation Center Homeless Facility
Revise and Resubmit (by Arch) 0 0%
TOTAL 28
STATUS COUNT % OF TOTAL SUBMITTALS
ID Submittal
Category
Division Spec Subcontractor Submittal Name Created Latest Update
Status Assigned To Due Date Comment
1 Actional 26 - Electrical 26 24 00
Switchboards and
Panelboards
Prime Electric Electrical Panels &
Switchboard
2/7/24
12:44 PM
by Tom
Stavropoulos
3/30/24
11:26 AM
by Cyril
Charles
No
Exceptions
Taken (A)
Cyril Charles 2/9/2024 Final
approved
S....
2 N/A N/A N/A N/A Construction
Change Directive
No. 1
3/4/24 5:17
PM
by Cyril
Charles
3/4/24
5:18 PM
by Cyril
Charles
Assigned
and Closed
Tom
Stavropoulos
3/4/2024 N/A
3 Actional 26 - Electrical 26 00 00 Electrical N/A PG+E Design Sketch 3/4/24 6:09 PM
by Cyril
Charles
3/4/24
6:09 PM
by Cyril
Charles
Assigned
and Closed
Tom
Stavropoulos
3/4/2024 N/A
4 Actional 23 - Heating,
Venting, Air
Conditioning
(HVAC)
23 00 00
Heating, Ventilating,
and Air Conditioning
(HVAC)
AMS Heating, Inc. Heating, Ventilating,
and Air Conditioning
3/12/24
1:10 PM
by Victoria
Alvarez
4/19/24
10:46 AM
by Cyril
Charles
Revise and
Resubmit
(C)
Victoria
Alvarez
3/19/2024 N/A
5 Actional 09 - Finishes 09 00 00 Finishes BT Mancini Flooring 3/12/24 1:16 PM
by Victoria
Alvarez
3/30/24
11:34 AM
by Cyril
Charles
Approved
as Noted
(B)
Cyril Charles 3/19/2024 N/A
6 Actional 32 - Exterior
Improvements
32 80 00 Irrigation Marina Landscape Landscape Irrigation 3/12/24 3:51 PM
by Victoria
Alvarez
3/30/24
11:27 AM
by Cyril
Charles
Approved
as Noted
(B)
Cyril Charles 3/19/2024 N/A
7 Actional 33 - Utilities 33 00 00 Utilities Platinum Dirt Worx
Utilities 3/13/24
3:22 PM
by Victoria
Alvarez
3/30/24
11:24 AM
by Cyril
Charles
No
Exceptions
Taken (A)
Cyril Charles 3/27/2024 N/A
8 Actional 33 - Utilities 33 00 00 Utilities Platinum Dirt Worx
Utilities 3/21/24
4:16 PM
by Victoria
Alvarez
4/5/24
11:03 AM
by Cyril
Charles
No
Exceptions
Taken (A)
Victoria
Alvarez
5/1/2024 N/A
9 Actional 01 - General
Requirements
01 00 00
General
Requirements
G & G Builders, Inc. Site Staging Plan 3/21/24
4:57 PM
by Victoria
Alvarez
3/30/24
11:24 AM
by Cyril
Charles
No
Exceptions
Taken (A)
Cyril Charles 3/22/2024 N/A
Invoice Total
City of Salinas
P.O. Box 1996
Salinas, CA 93902
April 0 , 2024
Invoice No: 5
550 Pilgrim Drive
Foster City CA 94404
Salinas
Professional Services from February 24, 2024 to March 29, 2024 Phase Task 1: Design Phase
Professional Personnel
Hours Rate Amount
1 .00 235.00 .00
1 .00 140.00 .00
Totals 2 .00 .00
Total Labor .00
Total this Phase $ .00
Phase Task
Please remit checks to the following lockbox: CSG Consultants Inc, PO Box 8485, Pasadena CA 91109-8485 If you would like to remit payment via ACH, please contact [email protected] Billing Contact Name Smith, Fred Doe, John 0
5 5
2,350 2,100 4,450 4,450 4,450 Project Identification 2: Construction 1 0001
Consultants
3/19/2024 Cost Estimating at 50% 7,400.00
Total Consultants 7,400.00 7,400.00
Total this Phase
Budget Current Prior To-Date
Total Billings
Budget
Remaining
Total this Invoice ABC Sub
Consulting, LLC
$7,400.00 $11,850.00 $11,850.00 11,850.00 50,000.00 61,850.00 100,000.00 38,150.00 SAMPLE INVOICE Project SALINA10-CA2 Invoice 5
CSG Consultants, Inc. Invoice 5 Dated 4/ /2024 2:43:49 PM Billing Backup Monday, April , 2024
Project SALINA10-CA2
Phase EPM3490- Task 1: Design Phase
Professional Personnel
Hours Rate Amount
2/28/2024 2.00 235.00 470.00
Project Management
Please remit checks to the following lockbox: CSG Consultants Inc, PO Box 8485, Pasadena CA 91109-8485 Page 3 If you would like to remit payment via ACH, please contact [email protected] 0001 4000 0001 4000
3/15/2024 2.00 235.00 470.00
Project Management
3/19/2024 2.00 235.00 470.00
Project Management
3/21/2024 2.00 235.00 470.00
Project Management
3/25/2024 2.00 235.00 470.00
Project Management
2/26/2024 .50 140.00 70.00
Design management
2/27/2024 1.50 140.00 210.00
Design management
2/28/2024 3.00 140.00 420.00
Design management, site visit
2/29/2024 1.00 140.00 140.00
design management
3/4/2024 2.00 140.00 280.00
design management
3/6/2024 2.00 140.00 280.00
design management
3/7/2024 2.00 140.00 280.00
design management, client meeting
3/8/2024 1.00 140.00 140.00
Design management
3/21/2024 2.00 140.00 280.00
design management, Client meeting
Totals .00 5,295.00
Total Labor 5,295.00 Total this Phase $5,295.00 1
1 1
Smith, Fred Doe, John Smith, Fred Doe, John Smith, Fred Doe, John Smith, Fred Doe, John Smith, Fred Doe, John Doe, John Doe, John Doe, John Doe, John Doe, John Doe, John Doe, John Doe, John Doe, John Project SALINA10-CA2 Invoice 5
Phase EPM3490- Task
Please remit checks to the following lockbox: CSG Consultants Inc, PO Box 8485, Pasadena CA 91109-8485 Page 4 If you would like to remit payment via ACH, please contact [email protected] 4000 0001
Consultants
AP 8164495 3/19/2024 / Cost
Estimating at 50% / Invoice: 1,
3/19/2024
7,400.00
Total Consultants 7,400.00 7,400.00
Total this Phase $7,400.00
Total this Project
Total this Report 2 2: Construction $11,850.00 $11,850.00 ABC Consulting, LLC ABC Consulting, LLC
INVOICE FOR SERVICES
Client:
CSG Consultants
550 Pilgrim Drive
Foster City, CA 94404
Date: 3/19/2024
Project:
City of Salinas
Services Provided:
A.
1. Estimate to Provide Improvements and repairs
a. Includes take-offs per plans and documents provided by CSG Consultants. b. Compile estimate line items and pricing in CSI Master Format template.
TOTAL Cost for Above Listed Services per Proposal = 40 hours x $185 per hour TOTAL DUE FOR ABOVE LISTED ESTMIATE SERVICES = $7,400
SUB CONSULTANT LOGO
Project Identification
WWW.CSGENGR.COM
888.794.2016
CENTRAL COAST
• Paso Robles •
SOUTHERN CALIFORNIA
• Orange •
OFFICES
THROUGHOUT
CALIFORNIA
SAN FRANCISCO BAY AREA
• Foster City • San Jose • Pleasanton •
SACRAMENTO REGION
• Sacramento •
CENTRAL VALLEY
• Newman • Fresno •
Form: Professional Services Agreement v. October 2023 Page 1 of 18 Rincon Consultants, Inc.
June 2024
MASTER SERVICE AGREEMENT
FOR PROFESSIONAL SERVICES
BETWEEN
THE CITY OF SALINAS AND RINCON
CONSULTANTS, INC.
DRAFT
Form: Professional Services Agreement v. October 2023 Page 2 of 18 Rincon Consultants, Inc.
June 2024
Contents
RECITALS ..................................................................................................................................... 4 TERMS ........................................................................................................................................... 4
1. Scope of Service. ................................................................................................................. 4
2. Term; Completion Schedule. ............................................................................................... 4
3. Compensation. ..................................................................................................................... 4
4. Billing. ................................................................................................................................. 4
5. Meet & Confer. .................................................................................................................... 5
6. Additional Copies................................................................................................................. 5
7. Responsibility of Consultant................................................................................................ 5
8. Responsibility of City. ......................................................................................................... 5
9. Acceptance of Work Not a Release. .................................................................................... 6
10. Indemnification and Hold Harmless. ................................................................................... 6
11. Insurance.............................................................................................................................. 6
12. Access to Records................................................................................................................ 6
13. Non-Assignability................................................................................................................ 6
14. Changes to Scope of Work. ................................................................................................. 7
15. Ownership of Documents. ................................................................................................... 7
16. Termination.......................................................................................................................... 7
17. Compliance with Laws, Rules, and Regulations. ................................................................ 8
18. Exhibits Incorporated........................................................................................................... 8
19. Independent Contractor........................................................................................................ 8
20. Integration and Entire Agreement........................................................................................ 8
21. Jurisdiction and Venue......................................................................................................... 8
22. Severability .......................................................................................................................... 9
23. Notices. ................................................................................................................................ 9
24. Nondiscrimination................................................................................................................ 9
25. Conflict of Interest. ............................................................................................................ 10
26. Headings. ........................................................................................................................... 10
27. Attorneys’ Fees.................................................................................................................. 10
28. Non-Exclusive Agreement................................................................................................. 10
29. Rights and Obligations Under Agreement......................................................................... 10
30. Licenses.............................................................................................................................. 10
31. Counterparts....................................................................................................................... 10 DRAFT
Form: Professional Services Agreement v. October 2023 Page 3 of 18 Rincon Consultants, Inc.
June 2024
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 DRAFT
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MASTER SERVICES AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN THE CITY OF SALINAS AND RINCON CONSULTANTS, INC.
This Master Service Agreement for Professional Services (the “Agreement” and/or “Contract”) is made and entered into this 18th day of June 2024, between the City of Salinas, a California Charter city and municipal corporation (hereinafter “City”), and Rincon Consultants, 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 Environmental Services and related services for the City on an ongoing basis. On each occasion Consultant performs services for the City, Consultant shall advise the City in writing of the scope of services to be provided and the cost of, and estimated time to perform services. Consultant shall not proceed to perform any such service until City and Consultant have established a project cost, a completion schedule and a time period for performance, and the City has given its written authorization to perform. Written approval for performance and compensation may be granted by the Community Development Department, Housing Division Planning Manager.
2. Term; Completion Schedule. This Agreement shall commence on June 18, 2024, and shall terminate on June 17, 2027, unless extended in writing by either party upon (30) days written notice. This Agreement may be extended only upon mutual written consent of the parties and may be terminated only pursuant to the terms of this Agreement.
3. Compensation. City hereby agrees to pay Consultant for services rendered the City pursuant to this Agreement on a time and materials basis according to the rates of compensation as set forth in Exhibit B. The Master Services Agreement for Professional Services will be for a not to exceed amount of three hundred thousand ($300,000).
4. Billing. Consultant shall submit to City an itemized invoice, prepared in a form satisfactory to City, describing its services and costs for the period covered by the invoice. Except as specifically authorized by City, Consultant shall not bill City for duplicate services performed DRAFT
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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 to process any payment to Consultant until thirty (30) days after a correct and complying invoice has 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 Agreement 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 materials, 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 omission of the Consultant, 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 Consultant’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 without 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 expenses 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:
Megan Jones, Managing Principal
Rincon Consultants, Inc.
180 North Ashwood Avenue.
Ventura, CA 93003
831-920-5424
[email protected]
(C) The execution of any such notices by the City Manager shall be effective as to Consultant as if it were by resolution or order of the City Council, and Consultant shall not question the authority of the City Manager to execute any such notice. (D) All such notices shall either be delivered personally to the other party’s designee named above, or shall be deposited in the United States Mail, properly addressed as aforesaid, postage fully prepaid, and shall be effective the day following such deposit in the mail.
24. Nondiscrimination. During the performance of this Agreement, Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, ancestry, creed, sex, national origin, familial status, sexual orientation, age (over 40 years) or 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 violation 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 Political 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. Neither 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 or 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: Megan Jones
Its: Managing Principal
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Exhibit A - Insurance Requirements
Insurance Requirements
Consultant shall procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damage to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Consultant, his agents, representatives, employees, or subcontractors. With respect to General Liability and Professional Liability, coverage should be maintained for a minimum of five (5) years after Agreement completion.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
(A)Commercial General Liability (“CGL”): Insurance 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 Consultant has no owned autos, hired and non-owned, with limits 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 Date 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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Monterey, California • May 10, 2024
City of Salinas
Qualifications for Multiple Public Facilities Improvement Projects Focus Area 2 - Environmental Services
Table of Contents
Rincon Consultants, Inc. i
Table of Contents
1 Cover Letter and Executive Summary................................................................................................................ 1 Executive Summary............................................................................................................................................. 2 Staff Availability................................................................................................................................................... 3 2 Firm Experience and Qualifications ................................................................................................................... 4 Services Provided................................................................................................................................................ 4 Sub-consultant .................................................................................................................................................... 5 Team Member Qualifications ............................................................................................................................. 6 Representative Project Experience..................................................................................................................11 Sub-consultant Project Examples ....................................................................................................................16 Document Samples of Similar Projects ...........................................................................................................17 3 Fee Structure.....................................................................................................................................................18 Kimley-Horn Rates ............................................................................................................................................20 Sample Billing Invoice.......................................................................................................................................21 4 General Contract Requirements ......................................................................................................................25 Proof of Insurance.............................................................................................................................................25 Concurrence with Contract Provisions.............................................................................................................25 Appendices
Appendix A Resumes
Appendix B Proof of Insurance
Appendix C Addendum
City of Salinas
Qualifications for Multiple Public Facilities Improvement Projects, Focus Area 2 – Environmental Services ii
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Cover Letter and Executive Summary
Rincon Consultants, Inc. 1
1 Cover Letter and Executive Summary
May 10, 2024
Francisco Brambila, Acting Housing Planning Manager
Community Development
City of Salinas
65 West Alisal Street, Second Floor
Salinas, California 93901
Subject: Statement of Qualifications for Multiple Public Facilities Improvement Projects Focus Area 2 – Environmental Services
Dear Mr. Brambila:
Rincon Consultants, Inc. (Rincon) has successfully provided on-call planning and environmental consulting services to the City of Salinas (City) since 2017. As a full-service environmental consulting firm, Rincon has extensive experience providing California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA) review, including all required technical issue area support. Based on our prior 7 years of experience providing similar services to the City, we propose a cohesive team with the capacity and expertise to continue to efficiently provide on-call support to the City. Given our in-house capabilities, we are proposing for Focus Area 2 – Environmental Services.
Through our successful execution of both current planning and environmental review assignments for the City, we have developed a robust understanding of the City’s needs and processes and developed a strong working relationship with City staff. In addition, Rincon has extensive experience with housing programs and projects, as demonstrated in the enclosed Statement of Qualifications (SOQ). Our experience, depth of resources, technical proficiency, and responsiveness to clients’ needs make us especially well-suited to this important on-call services contract.
We are confident that the Rincon team will continue to meet the needs of the City, and we welcome an opportunity to meet with you to further discuss our qualifications. Please do not hesitate to contact us if you have questions about this qualifications package or need additional information.
Sincerely,
Rincon Consultants, Inc.
Megan Jones | Managing Principal
831-920-5424 | [email protected]
Contact for communications pertaining to this SOQ
Authorized to contractually obligate and negotiate on
behalf of Rincon
City of Salinas
Qualifications for Multiple Public Facilities Improvement Projects, Focus Area 2 – Environmental Services 2 Executive Summary
About Rincon
Rincon is a multidisciplinary environmental science, planning, and engineering consulting firm that provides quality professional services to government and industry. Our principal service is to provide environmental support and scientific research to create and sustain innovative solutions to natural resources, sustainability, and environmental impacts. Rincon prides itself on the considerable depth of its staff, which includes certified urban planners, environmental scientists and engineers, accredited LEED professionals, noise and air quality experts, geologists, biologists, and cultural and historical resource specialists.
Our approach to every project centers on the design and development of innovative solutions that respond to our clients’ specific needs in a cost-effective manner.
Rincon’s corporate culture focuses on providing environmental consulting services in a manner that is beneficial to both the environment and our client’s needs. When hired, we perceive ourselves as an extension of our client’s team and function with the best interests of the client in mind.
Rincon project managers and analysts are skilled at assisting agencies in not only meeting the legal requirements of the CEQA and NEPA processes, but also ensuring a project is consistent with the City’s ordinances and codes and the relevant standards of other local and state agencies (e.g., the California Department of Transportation [Caltrans], County of Santa Clara, Regional Water Quality Control Board, United States Army Corps of Engineers, and the California Department of Fish and Wildlife).
Point of Contact:
Megan Jones, Principal
[email protected]
831-920-5424
CEQA and NEPA are
core business areas
for Rincon, and our
firm has provided
environmental
consulting services
for 30 years.
Cover Letter and Executive Summary
Rincon Consultants, Inc. 3
Services
We have categorized our environmental consulting services into seven core areas:
This comprehensive categorization ensures a focused and expert approach to addressing a wide range of environmental needs, which ensures swift access to specialized knowledge for timely and effective problemsolving when needed.
Staff Availability
Rincon is of a sufficient size that it has the availability and time to dedicate personnel and resources to manage and successfully assist the City with environmental compliance services, as well as execute a number of projects concurrently. As experts in managing compliance programs involving multiple concurrent assignments, we are successfully executing several similar services agreements.
We encourage you to contact our current clients about our ability to manage a high volume of work within strict time frames characterized by intensive activity. We are highly confident that our current workload, while strong, will not interfere with our ability to dedicate personnel and resources necessary to provide these on-call services.
City of Salinas
Qualifications for Multiple Public Facilities Improvement Projects, Focus Area 2 – Environmental Services 4 2 Firm Experience and Qualifications
Services Provided
At Rincon, we understand the need to integrate with City staff in conducting the environmental review process.
We will provide the City with regular progress reports on work status, as well as budget and schedule tracking.
Our teamwork approach will ensure that the City has direct access to strong technical expertise, and our local experience brings an in-depth understanding of community issues and local political concerns. Our firm has successfully prepared hundreds of CEQA and NEPA documents and related technical studies for agencies throughout California.
We can assist the City with preparation and processing of environmental review documents, including the following as requested in the SOQ:
CEQA Documentation
• Categorical Exemptions
• Initial Studies
• Negative Declarations
• Mitigated Negative Declarations
• Environmental Impact Reports (EIR)
• Notices of Preparation
• Scoping Meetings
• Notices of Availability
• Notices of Determination
• Mitigation and Monitoring Programs
• Response to Comments
• Statement of Overriding Considerations
• Public Hearing Support
NEPA Documentation
• Categorical Exclusions
• Statutory Worksheets
• Environmental Assessments
• Environmental Impact Statements
• Finding of No Significant Impacts
• Section 106 Compliance
Technical Services
• Phase I/Phase II Environmental Site
Assessments
• Cultural Resources Assessments (including
California Historical Resources Information
System and Sacred Lands File records searches,
tribal consultation, and field surveys)
• Biological Resources Analyses
• Noise, Air Quality, and Greenhouse Gas (GHG)
Studies
Firm Experience and Qualifications
Rincon Consultants, Inc. 5
Sub-consultant
Founded in 1967, Kimley-Horn is a privately held corporation with a staff of more than 7,500 in over 130 offices nationwide, with 11 offices in California, including local offices in Monterey, San José, San Mateo, and Oakland. Founded by traffic engineering, transportation planning, and civil engineering specialists, the firm has steadily grown into a full-service engineering and planning consulting firm offering a comprehensive range of services to both public and private clients.
Kimley-Horn is at the leading edge of vehicle miles traveled (VMT) analysis. They have developed a multitude of creative analysis solutions to estimate VMT for project types that cannot be reasonably addressed using typical travel demand model techniques. The team for this task has been selected to prepare the policy, thresholds, VMT mitigation solutions, and custom VMT tools for more than 25 jurisdictions (including three counties) in California and have completed countless VMT projects. Their team has presented more than 100 times on the subject throughout the state, were participants in both the Institute of Transportation Engineers (ITE) California Senate Bill (SB) 743 Task Force and Caltrans SB 743 Implementation Technical Roundtable, and most recently, presented two VMT abstracts at the Western ITE Conference. Not only does Kimley-Horn know SB 743 forward and backward—and know how to address its complexities—but also how to make it easier to handle. Kimley-Horn has dealt with the various land uses in general plans, community plans, specific plans, and at the project analysis level. They have also completed analysis and mitigation plans both for programmatic and project-level EIR.
Services Kimley-Horn specializes in relative to this program include:
• VMT
• Traffic Analysis
• Traffic Operations
• Evaculation Planning
• SB 743 and Transportation Demand Measures
• Development of Transportation Impact Fee Programs
• Travel Demand Modeling
• GHG Emissions Analysis
• Traffic Impact Studies
• Interested Parties Participation and Coordination
Point of Contact:
Frederik Venter, PE, Project Manager
[email protected]
669-800-4146
Rincon and Kimley-Horn have worked on over 30 projects
together in the last 10 years.
City of Salinas
Qualifications for Multiple Public Facilities Improvement Projects, Focus Area 2 – Environmental Services 6 Team Member Qualifications
Team Organization
Illustrated below is the composition of our team.
Resumes and Qualifications for Key Personnel
Rincon has assembled a team of highly skilled environmental science and planning professionals, who combine extensive technical qualifications and expertise completing CEQA and NEPA documentation with several years of experience working in the region. Brief resumes for all key team members are included on the following pages.
Detailed resumes for the individuals below are in Appendix A.
Firm Experience and Qualifications
Rincon Consultants, Inc. 7
Management Team
Megan Jones | Principal-in-Charge/Point of Contact
Megan has over 18 years of experience in environmental analysis and is skilled at conveying complex environmental issues to the public and preparing legally defensible and highly technical CEQA and NEPA documents. Most of her professional experience has involved management of environmental review for a variety of projects in the Monterey Bay area, including for the City. Specific Salinas experience includes the Downtown Parking Lot and Intermodal Transportation Center Rezone Project Initial Study-Mitigated Negative Declaration (IS-MND), the 1 Preston Street Project IS-MND, and the Airport Development Lease Project IS-MND and IS-MND Addendum. Megan has also prepared dozens of CEQA documents throughout Monterey County and the wider Monterey Bay region, including the Fort Ord Regional Trail and Greenway (FORTAG) Project EIR for the Transportation Agency for Monterey County, the Downtown Revitalization Specific Plan EIR for the City of Marina, and the Rancho Cañada Village Project Second Revised EIR for the County of Monterey.
Aileen Mahoney | Project Manager/CEQA Lead
Aileen is a senior environmental planner and project manager with Rincon’s Environmental Sciences, Planning, and Sustainability Group. She is an experienced environmental analyst, highly effective at conducting research, analyzing information, and creating written materials in compliance with federal, state, and local environmental laws and regulations. She has extensive experience with CEQA, NEPA, and permitting environmental compliance documents for a wide array of private and public clients. She has experience with all CEQA-required resource areas and with the State Clearinghouse CEQA Submit portal. Aileen has served as project manager on numerous projects and has experience coordinating public hearings, running notices, and managing project website content, as well as coordinating with lead agencies, clients, sub-consultants, and multidisciplinary teams throughout the environmental compliance process. She has worked on numerous projects throughout Monterey County, including projects for the cities of Salinas, Marina, Seaside, and King City, and the County of Monterey. In Salinas, she served as project manager for the Airport Development Lease Project IS-MND and IS-MND Addendum and the Downtown Parking Lot and Intermodal Transportation Center Rezone Project IS-MND.
Katherine Green, AICP | NEPA Lead/CEQA Support
Katherine is a senior planner with Rincon. With over 9 years of experience in environmental consulting, she leverages her skills as a seasoned environmental analyst and project manager for a wide array of private, public, and tribal clients throughout California and seven other states across the United States. She is skilled in the preparation of CEQA and NEPA documents of all kinds, as well as Phase I Environmental Site Assessments for projects ranging from small urban parcels to tens of thousands of acres of rangeland. She is adept at coordinating multidisciplinary teams, including lead agencies, clients, sub-consultants, technical experts, and analysts to complete projects. In Salinas, she served as project manager for the 1 Preston Street IS-MND and John/Abbott Mixed-Use Project IS-MND.
City of Salinas
Qualifications for Multiple Public Facilities Improvement Projects, Focus Area 2 – Environmental Services 8 Technical Team
Kayleigh Limbach| Environmental Planner
Kayleigh is an associate environmental planner in Rincon’s Environmental Sciences, Planning, and Sustainability Group in the Monterey office. She has a Bachelor of Science degree in environmental science from Santa Clara University. At Rincon, Kayleigh delivers high-level environmental services for various development, water projects, long-range planning projects throughout Northern and Central California.
Kayleigh has worked on several projects in the cities of Salinas, Monterey, Marina, Seaside, King City, and the County of Monterey. In Salinas, Kayleigh worked on the Downtown Parking Lot and Intermodal Transportation Center Rezone Project ISMND, 1 Preston Street Project IS-MND, and Airport Development Lease Project ISMND Addendum.
Julie Welch, REPA | Environmental Site Assessment
Julie serves as director of Rincon’s Due Diligence Group, which involves the execution of hundreds of Phase I and II Environmental Site Assessments annually.
She qualifies as an “Environmental Professional” according to the American Society for Testing and Materials 2021 guidelines and United States Environmental Protection Agency’s “All Appropriate Inquiry” requirements and has extensive experience managing multisite real estate portfolios for local agencies, developers, banks, and other commercial, industrial, and private entities. She routinely prepares hazardous materials technical analyses for CEQA/NEPA environmental documentation, including peer reviews, Environmental Assessments, Mitigated Negative Declarations, and EIRs for land use development and regional transportation/utility corridor projects.
Nichole Jordan, RPA | Principal Archaeologist
Nichole is a cultural resources principal with Rincon. She is a registered professional archaeologist (RPA; #989208) and meets the Secretary of the Interior’s Standards Professional Qualifications Standards for Prehistoric and Historical Archeology and the Society for California Archaeology professional qualifications for Principal Investigator. Nichole has 19 years of experience in cultural resources management, including project management, personnel management, Native American consultation, archival research, laboratory analysis, ethnographic and historical research, field survey, archaeological excavation, laboratory analysis, collections management, and (GIS) applications. She has experience with cultural and tribal cultural resources issues as they relate to the CEQA and the NEPA. She directs the preparation of cultural resources technical studies compliant with Section 106 of the National Historic Preservation Act, CEQA, and agreement documents; these include studies documenting research, survey, testing, excavation, monitoring and evaluation for inclusion in the National Register of Historic Places and California Register of Historical Resources.
Steven Treffers, MHP | Architectural Historian
Steven is a senior architectural historian with Rincon’s Cultural Resources Group with 13 years of experience. He meets and exceeds the Secretary of the Interior’s Professional Qualifications Standards for History and Architectural History and has a wide range of experience with projects requiring historic resources compliance with Section 106 of the National Historic Preservation Act, CEQA, and local ordinances.
Steven has been involved in a number of projects in the Monterey Bay area. Steven has managed and conducted historic resource surveys and coordinated directly with state and local agencies. Both professionally and as a former commissioner on the South Pasadena Cultural Heritage Commission, Steven has also worked closely with Firm Experience and Qualifications
Rincon Consultants, Inc. 9
design teams on projects involving alterations to historic resources to ensure compliance with Secretary of the Interior standards and applicable design guidelines. As a result, he has extensive experience identifying character-defining features, reviewing architectural drawings, and collaborating with local governments, stakeholders, architects, and engineers to meet project objectives while retaining those elements that convey the reason for a historic resource’s significance.
Alex Hunt | Director/Regulatory Specialist
Alex is an environmental planner and regulatory specialist who guides project proponents through California’s complex regulatory landscape, including conducting environmental review pursuant to CEQA/NEPA and negotiating state and federal permits. His project experience is wide-ranging and includes both large- and smallscale utilities, flood protection, habitat restoration, commuter and regional rail, roads and bridges, bike paths, and regional parks. Prior to joining Rincon, Alex oversaw a team of environmental planners responsible for achieving environmental compliance for the Santa Clara Valley Water District’s capital projects, providing him insights into the processes in which agencies conduct business. He pursues a balanced approach to environmental review and regulatory permitting that seeks to identify ways to put a shovel in the ground quickly and cost-effectively, while limiting environmental impacts.
Projects that involve unique natural resources, and finding a way to preserve them, while still attaining the project goals, are where his skills really shine.
Samantha Kehr | Senior Biologist
Samantha is a senior biologist with 13 years of experience working in the Monterey Bay area, greater San Francisco Bay Area, and California’s Central Valley conducting biological field work and CEQA and NEPA analysis. Samantha has successfully managed biological resource assessments and construction monitoring projects in Monterey County. She has conducted special-status species surveys, biological assessments, construction monitoring, and reporting for environmental compliance.
She has served as the qualified biologist for several projects, including the John/Abbott Mixed Use Project IS-MND and the Airport Development Lease Project IS-MND for Salinas, and the FORTAG Project for the Transportation Agency of Monterey County.
Jon Montgomery | GIS Support/Mapping
Jon oversees Rincon’s GIS department and specializes in data management, custom mapping tool development, spatial analysis, and graphics production. His expertise includes extensive ESRI software experience, field tool equipment management, python programming, Adobe product suite software, CAD, and open-source solutions. Jon’s 14 years of GIS experience include working with regional and local government agencies, nonprofit organizations, and private firms to provide the highest quality analysis and products. Jon has served as GIS support for several projects, including the City of Marina On-Call GIS Services, Downtown Vitalization Specific Plan and EIR, Pajaro/Sunny Mesa Community Services District Local Hazard Mitigation Plan in the County of Monterey, and the City of Seaside Campus Town Specific Plan and General Plan Update.
City of Salinas
Qualifications for Multiple Public Facilities Improvement Projects, Focus Area 2 – Environmental Services 10 Frederik Venter, PE | VMT/Traffic Analysis | Kimley-Horn Frederik has 33 years of experience as a transportation planner, civil engineer, and traffic engineer. He is currently registered as a Professional Civil Engineer in California and has been involved in several major transportation and traffic engineering studies throughout California. Frederik is currently working with several agencies on establishing their VMT thresholds per SB 743 guidelines. In addition, he is working on several development projects when VMT analysis with LOS analysis is required. Frederik understands the needs of both the industry and local agencies with regards to SB 743 requirements, its challenges, and solutions. Frederik is currently on the Caltrans Review Panel for their VMT guidance. Frederik is also serving on the statewide ITE group to review SB 743.
Mike Schmitt, AICP CTP, PTP, RSP1 | VMT/Traffic Analysis | Kimley-Horn Mike has worked on a wide variety of multimodal transportation projects during his 30-year career, including those with a significant focus on VMT/GHG reduction. He has authored National Academies research on infill trip generation, supported the development of ITE’s informational report on VMT, written abstracts/articles on VMT reduction, been on expert panels on VMT/GHG reduction, and written white papers on VMT mitigation used by agencies to secure grant funding. Mike has presented to dozens of agencies and professional groups on VMT throughout the United States and is also the visionary behind Kimley-Horn’s cloud-based sustainable transportation solutions, TREDLite™ VMT and TREDLite™ EV. Mike’s broader technical experience includes multimodal planning, macro/micro modeling, land use planning, GIS, traffic operations, safety, public involvement, and research.
Ali Mustafa, EIT, PTP, RSP1 | VMT/Traffic Analysis | Kimley-Horn Ali has a professional background in engineering consulting that spans a wide array of projects for private developers and public agencies in California. With double master’s degrees in transportation engineering and with more than 26 years of transportation planning and traffic engineering experience, Ali has worked extensively on traffic impact studies/EIRs, general plans/specific plans, parking studies, transportation management plans, neighborhood traffic management plans, and planning/design of major sports facilities.
Firm Experience and Qualifications
Rincon Consultants, Inc. 11
Representative Project Experience
Rincon offers extensive experience providing on-call environmental services to agencies throughout California, including multiple Monterey Bay jurisdictions. Assignments under these on-calls range from environmental review of large capital improvement projects to processing land development projects as an extension of staff.
A partial list of such clients with whom we are contracted for on-call environmental services is provided below.
Select on-call programs denoted with an are described in greater detail.
Environmental On-Call Clients
• City of Albany
• City of Benicia
• City of Berkeley
• City of Carmel-by-the-Sea
• City of Concord
• County of Fresno
• City of Greenfield
• City of Livermore
• City of Marina
• City of Monterey
• County of Monterey
• County of Napa Transportation
Planning Agency
• City of Pacific Grove
• City of Richmond
• City of Salinas
• City of San Jose
• County of San Mateo, Department
of Public Works
• County of Santa Clara Housing
Authority
• County of Santa Cruz, Department
of Public Works
• City of Santa Maria
• County of Sonoma
• City of Stockton
• City of Thousand Oaks
• City of Turlock
• City of Vallejo
• City of Ventura
• City of Watsonville
City of Salinas
On-Call Planning and CEQA Review
Salinas, California
Rincon has provided contract planning and environmental review services to the City under an on-call contract since 2017. Under this contract, Rincon provides primary staffing for the oversight of the City’s cannabis-related permitting program, which includes processing new business permit requests, coordination with applicants, coordination with state agencies, and preparation of regulatory materials for permitted facilities.
Rincon is also responsible for tracking post-approval requirements, as well as processing new or amendment permits. Other specific environmental projects Rincon has completed in Salinas are outlined below.
City of Salinas Projects
• Airport Development Lease IS-MND and Addendum
• Downtown Parking Lot and Intermodal Transportation
Center Rezone Project IS-MND
• Economic Development Element EIR Peer Review
• 1 Preston Street IS-MND
• John/Abbott Mixed Use Project IS-MND
Reference Information:
Lisa Brinton, Director
City of Salinas, Community Development Department
65 West Alisal Street
Salinas, California 93901
831-758-4239 | [email protected]
Dates: October 2017 – Present
Staff: Megan Jones (Principal-in-Charge/Primary
Point-of-Contact)
Katherine Green (Project Manager)
Aileen Mahoney (Project Manager)
Samantha Kehr (Biologist)
Kayleigh Limbach (Environmental Planner)
Julie Welch (Hazardous Materials Lead)
Steven Treffers (Architectural Historian)
City of Salinas
Qualifications for Multiple Public Facilities Improvement Projects, Focus Area 2 – Environmental Services 12 County of Monterey
On-Call Planning and CEQA Review
Monterey County, California
Rincon has provided contract planning services for
development applications submitted to the County of
Monterey since 2005. Under this contract, Rincon has
prepared dozens of Initial Studies and staff reports. Through these assignments, Rincon functioned as an extension of County staff, fielding development review and environmental compliance tasks that, due to their complex nature, required special expertise or a level of effort that would interfere with the day-to-day duties of County staff.
Some of the recent projects we helped process for the County include:
City of Monterey Projects
• Desalination Ordinance Update CEQA Review
• Johnson Residence IS-MND
• Carmel Self Storage IS-MND
• Big Sur Land Trust Residence IS-MND
• Moss Landing Business Park General Development
Plan IS-MND
• Steppe Residential Project IS-MND
• Isabella Avenue Residential Project IS-MND
• Mata Residence IS-MND
• Porter Estates (Trio Petroleum) IS-MND
Reference Information:
Craig Spencer, Acting Director
County of Monterey Housing and Community
Development
1441 Schilling Place, Second Floor
South Salinas, California 93901
831-755-5233 | [email protected]
Dates: 2005 – 2008, and 2013 to Present
Staff: Megan Jones (Principal-in-Charge)
Aileen Mahoney (Project Manager)
Kayleigh Limbach (Environmental Planner)
Steven Treffers (Architectural Historian)
Firm Experience and Qualifications
Rincon Consultants, Inc. 13
City of Monterey
On-Call Planning and Environmental Review Services
Monterey, California
Rincon has provided planning and environmental review
services to the City of Monterey under an on-call contract since 2016. Under this contract, Rincon completed an EIR for the 2101 North Fremont Hotel Project, a programmatic Environmental Assessment for the Integrated Water
Sustainability Concept Plan at the Presidio of Monterey, an IS-MND for the Storm Drainage Management Plan, and an ISMND for the 200 Glenwood Circle Use Permit Application.
Also under this contract, Rincon is currently providing planning, writing, and research support related to the City of Monterey Local Coastal Program (LCP) adoption. Rincon is assisting the City with finalizing the Land Use Plan (LUP) and completing the Implementation Plan (IP) for public review and adoption by the Monterey City Council and the California Coastal Commission by the end of 2024. Rincon is assisting the City with document review, identifying additional IP programs to facilitate implementation of the LUP, revisions to the LUP and IP in response to California Coastal Commission comments and adopted guidance, and attendance at project meetings with the City and California Coastal Commission staff.
Reference Information:
Kimberly Cole, Director
City of Monterey, Community Development
570 Pacific Street
Monterey, California 93940
831-656-3759 | [email protected]
Dates: 2016 to Present
Staff: Megan Jones (Principal-in-Charge)
Aileen Mahoney (Project Manager)
Kayleigh Limbach (Environmental Planner)
Steven Treffers (Architectural Historian)
County of Monterey
Rancho Cañada Village Project Second Revised EIR
Carmel Valley, California
Rincon prepared a Second Revised EIR for the Rancho Cañada Village residential development in Carmel Valley.
The original EIR was prepared by another firm and certified in 2016; upon certification, the Board of Supervisors approved an alternative to the proposed 281-unit project, a 130-unit project that was included in the 2016 EIR as an alternative analyzed at an equal level of detail. The Carmel Valley Association filed a lawsuit challenging the certification of the 2016 EIR and approval of the 130-unit project, among other things. The Monterey Superior Court issued a Peremptory Writ of Mandate commanding the County to set aside the certification of the 2016 EIR and address two legal inadequacies in the 2016 EIR: inaccurate project description and an insufficient range of alternatives.
Rincon was selected by the County to prepare a Second Revised EIR to comply with the court’s decision and guidance. This work effort entailed removing the 281-unit project and framing the 130-unit alternative as the proposed project, updating relevant background information, and preparing a new alternatives section. The Second Revised Final EIR was certified by the Board of Supervisors in July 2021.
Reference Information:
Craig Spencer, Acting Director
County of Monterey Housing and Community
Development
1441 Schilling Place, Second Floor
South Salinas, California 93901
831-755-5233 | [email protected]
Dates: January 2020 to July 2021
Staff: Megan Jones (Principal-in-Charge)
Aileen Mahoney (Project Manager)
City of Salinas
Qualifications for Multiple Public Facilities Improvement Projects, Focus Area 2 – Environmental Services 14 City of Marina
Contract Planning Services
Marina, California
Rincon has provided planning and environmental review
services to the City of Marina since 2008. Rincon has
completed a wide variety of projects under this on-call assignment, including the following.
City of Marina Experience
• Veterans Transition Center Project IS-MND
• Imjin Road Bike Lane Project Biological Consulting
Services
• Monterey Peninsula Water Supply Project Biological
Reports Peer Review
• Pedestrian and Bicycle Master Plan
• Marina Beach Townhomes IS-MND
Reference Information:
Guido Persicone, Community Development Director
City of Marina Planning Services Division
211 Hillcrest Avenue
Marina, California 93933
831-884-1289 | [email protected]
Dates: 2008 to Present
Staff: Megan Jones (Principal-in-Charge)
Kayleigh Limbach (Environmental Planner)
City of Marina
Downtown Vitalization Specific Plan, Affordable Housing Overlay, and Environmental Documentation
Marina, California
Rincon is overseeing an update of the City of Marina’s Downtown Vitalization Specific Plan and preparation of a Housing Overlay district to support the City’s Regional Housing Needs Assessment housing obligations and to align with SB 35 and SB 330 requirements. This includes developing a housing implementation and zoning strategy to support the City of Marina’s objectives for Housing Element compliance, as well as additional redevelopment and place-making objectives. The overall project includes preparation of a Housing Opportunity Overlay zone to support increased density, development incentives, affordable housing requirements and objective development and design standards for streamlined housing review and approval. To support the Housing Overlay and the Downtown Vitalization Specific Plan efforts, Rincon prepared a housing overlay case study analysis, community engagement strategy to support both efforts, updates to the City of Marina’s land use and zoning maps, development of a public facing geographic information system data viewer, environmental document preparation, and staff reports. Rincon prepared an IS-MND for the Housing Overlay and an EIR for the Downtown Vitalization Specific Plan. The Draft EIR is currently out for circulation.
Reference Information:
Guido Persicone, Community Development Director
City of Marina Planning Services Division
211 Hillcrest Avenue
Marina, California 93933
831-884-1289 | [email protected]
Dates: May 2019 to Present
Staff: Megan Jones (Principal-in-Charge)
Kayleigh Limbach (Project Manager)
Samantha Kehr (Biologist)
Steven Treffers (Architectural Historian)
Firm Experience and Qualifications
Rincon Consultants, Inc. 15
Transportation Agency for Monterey County
Fort Ord Regional Trail and Greenway EIR
Monterey County, California
Rincon led the preparation of a project-level EIR and NEPA technical studies for the FORTAG project as a sub-consultant to Alta Planning + Design. The FORTAG project involves the phased construction of a multi-use trail in northwestern Monterey County, generally encircling the cities of Seaside, Del Rey Oaks, Monterey, and Marina and the California State University, Monterey Bay campus. The proposed alignment includes approximately 28 miles of new paved trail, primarily on the inland side of State Route 1. The Trail would
accommodate pedestrians and bicyclists of all abilities. In addition to the project EIR, key services provided by Rincon included the following.
CEQA Technical Studies NEPA Technical Studies (Segment 1) • Biological Resources Assessment
• Cultural Resources Assessment
• Phase I Environmental Site Assessment
• Rare Plant Surveys and Reporting
• Historic Property Survey Report and Archaeological
Survey Report
• Initial Site Assessment
• Paleontological Identification Report
Rincon’s work effort included conducting two public scoping meetings and two public comment meetings during Draft EIR circulation; coordination with the Transportation Agency for Monterey County (TAMC), Caltrans, and local agencies, and detailed responses to comments, including incorporation of a new alternative and a Frog Pond “switch back” as part of the Final EIR. The project was executed on time and within budget. The Final EIR was certified in March 2020.
In June, TAMC’s project manager Richard Deal provided the following feedback:
Reference Information:
Michael Zeller, Director of Programming & Project
Delivery
Transportation Agency for Monterey County
55-B Plaza Circle
Salinas, California 93901
831-775-4416 | [email protected]
Dates: October 2018 to April 2020
Staff: Megan Jones (Project Manager)
Aileen Mahoney (Analyst)
Julie Welch (Initial Site Assessment)
Samantha Kehr (Biologist)
Steven Treffers (Architectural Historian)
“I wanted to offer my highest praise for Rincon's performance on the FORTAG trail EIR for the Transportation Agency for Monterey County. We gave them a compressed time frame to conduct all of the environmental studies, draft the EIR, support all of our outreach efforts, and lead us to certification of both CEQA and NEPA documents within one year for a 28-mile trail spanning four cities, a university, Caltrans, State Parks, and Monterey County; through an airport, agricultural fields, future development sites, and local and regional parks. The trail setting had a diversity of sensitive habitats with deep scrutiny from Coastal Commission, Fish & Wildlife, Fort Ord National Monument, Native Plant Society, passionate advocacy groups, and multiple regulatory agencies. Everyone at Rincon stepped up and delivered on time and within budget. This was a Herculean effort that paid off in a huge way. The Transportation Agency is grateful for their commitment to our project and for delivering an exceptional work product. We will definitively hire Rincon for future projects, especially the most difficult ones.”
Richard Deal, Project Manager
Transportation Agency of Monterey County
City of Salinas
Qualifications for Multiple Public Facilities Improvement Projects, Focus Area 2 – Environmental Services 16 City of Pacific Grove
Pacific Grove Cultural Resources and Tribal Monitoring
Pacific Grove, California
Rincon recently developed a protocol document outlining procedures for addressing archaeological resources on public and private projects throughout Pacific Grove. Development of the protocol has included a review of existing state, federal, and local laws, local ordinances and polices, and existing standard management practices, background research and the development of archaeological sensitivity maps. Information gathered during the research phase has been used to develop a set of standard procedures for archaeological resources, from initial project planning stages through execution, including protocol for reporting, Native American monitoring, and standard mitigation. Rincon is currently assisting the City of Pacific Grove with consultation with local Native American groups to ensure their concerns are reflected in the protocol prior to implementation.
Reference Information:
Joyce Halabi, Deputy Director
City of Pacific Grove, Public Works Department
300 Forest Avenue
Pacific Grove, California 93950
831-648-5722 | [email protected]
Dates: December 2020 – Present
Staff: Megan Jones (Principal-in-Charge)
Nichole Jordan (Principal Archaeologist)
Sub-consultant Project Examples
City of Monterey
Vehicle Miles Traveled Assessment and Mitigation Strategies for General Plan Implementation
Monterey, California
Kimley-Horn partnered with the City of Monterey as a part of their General Plan Circulation Element updates to develop a General Plan policy for VMT analysis that is consistent with SB 743. In addition, Kimley-Horn developed VMT Thresholds for the City by land use type and a transportation demand management toolbox that will contain to determine appropriate mitigations for project-level VMT impacts.
Reference Information:
Andrew Easterling, P.E., City Engineer
City of Monterey
580 Pacific Street
Monterey, California 93940
831-646-3759 | [email protected]
Dates: May 2019 to May 2021
Staff: Frederik Venter (Project Manager)
Mike Schmitt (Project Planner)
Relevance to this Project
• VMT Analysis
• SB 743
• Monterey County
“The City of Pacific Grove has been very satisfied with Rincon’s demonstrated ability to provide work products on time and within budget. We are currently working with them on two additional CEQA Environmental Review and Permitting efforts for other City projects and have contracted with them for Current Planning support services in the Community Development Department. I highly recommend this firm based on our experiences with them to date.”
Sarah Hardgrave, Environmental Programs Manager
City of Pacific Grove
Firm Experience and Qualifications
Rincon Consultants, Inc. 17
Transportation Agency for Monterey County
SB 743 Implementation Program
Monterey County, California
Kimley-Horn worked with TAMC to develop SB 743 Programs for Monterey County and the cities of King City, Pacific Grove, Greenfield, Gonzalez, Soledad, and Sand City that include VMT analysis guidelines, VMT thresholds, screening maps and criteria, travel demand model programs, and custom sketch planning tools to estimate VMT. This collective effort includes significant cross-agency coordination with the end-product still being tailored to the individual agencies. The custom tools use travel demand model data to estimate VMT, GHG emissions, and the effect of travel demand model in terms of mitigation. Kimley-Horn also developed a custom VMT analysis tool that includes the evaluation of mitigation alternatives. Kimley-Horn has previously developed VMT programs for both the City of Monterey and the City of Marina.
Reference Information:
Todd Muck, Executive Deputy Director
Transportation Agency for Monterey County
55 Plaza Circle, Suite B
Salinas, California 93901
831-775-4407 | [email protected]
Dates: September 2020 to August 2021
Staff: Frederik Venter (Project Manager)
Mike Schmitt (Project Manager)
Document Samples of Similar Projects
Links to document samples of projects with similar scopes to the Request for Qualifications are below for download.
• City of Salinas – Salinas Airport Development Lease Project IS-MND Addendum https://rinconconsultants.files.com/f/d22b70e28186830a
• City of Salinas – 1 Preston Street Project IS-MND
https://rinconconsultants.files.com/f/917be36cbe791117
• City of Monterey – 2101 North Fremont Hotel EIR
https://rinconconsultants.files.com/f/e698fa22d58d18dc
• Transportation Agency for Monterey County – FORTAG EIR https://rinconconsultants.files.com/f/88069678591cfcc4
Relevance to this Project
• VMT Analysis and Mitigation
• SB 743
• GHG Emissions
• Monterey County
City of Salinas
Qualifications for Multiple Public Facilities Improvement Projects, Focus Area 2 – Environmental Services 18 3 Fee Structure
Rincon Standard Fee Schedule for Environmental Sciences and Planning Services Professional, Technical and Support Personnel* January 1, 2024 – December 31, 2024 Senior Principal $319
Principal $307
Director $307
Senior Supervisor II $292
Supervisor I $272
Senior Professional II $255
Senior Professional I $238
Professional IV $211
Professional III $196
Professional II $174
Professional I $155
Associate III $130
Associate II $117
Associate I $109
Field Technician $94
Data Solutions Architect $196
Senior GIS Specialist $187
GIS/CADD Specialist II $167
GIS/CADD Specialist I $150
Technical Editor $147
Project Accountant $125
Billing Specialist $107
Publishing Specialist $120
Clerical $107
* Professional classifications include environmental scientists, urban planners, biologists, geologists, marine scientists, GHG verifiers, sustainability experts, cultural resources experts, and other professionals. Expert witness services consisting of depositions or in-court testimony are charged at the hourly rate of $400.
Reimbursable Expenses
Direct Cost Rates
Photocopies – B/W $0.25 (single-sided), $0.45 (double-sided) Photocopies – Color $1.55 (single-sided), $3.10 (double-sided) Photocopies – 11” by 17” $0.55 (B/W), $3.40 (color)
Oversized Maps $8.50/square foot
Digital Production $15/CD, $20/flash drive
Light-Duty and Passenger Vehicles* $90/day
4WD and Off-Road Vehicles* $150/day
* Current IRS mileage rate for mileage over 50 and for all miles incurred in employee-owned vehicles.
Direct Costs. Other direct costs associated with the execution of a project, that are not included in the hourly rates above, are billed at cost plus 16%. These may include, but are not limited to, laboratory and drilling services, subcontractor services, authorized travel expenses, permit charges and filing fees, mailings and postage, performance bonds, sample handling and shipment, rental equipment, and vehicles other than covered by the above charges.
Annual Escalation. Standard rates subject to 3.5% annual escalation, on January 1.
Payment Terms. All fees will be billed to Client monthly and shall be due and payable upon receipt or as indicated in the contract provisions for the assignment. Invoices are delinquent if not paid within 10 days from receipt or per the contractually required payment terms.
Fee Structure
Rincon Consultants, Inc. 19
Equipment Rate
Environmental Site Assessment
Soil Vapor Extraction Monitoring Equipment $160
Four Gas Monitor $137
Flame Ionization Detector $110
Photo Ionization Detector $82
Hand Auger Sampler $62
Water Level Indicator, DC Purge Pump $46
CAPDash $7,500
Natural Resources Field Equipment
UAS Drone $300
Spotting or Fiberoptic Scope $170
Pettersson Bat Ultrasound Detector/Recording Equipment $170 Sound Level Metering Field Package (Anemometer, Tripod and Digital Camera) $113 GPS (Submeter Accuracy) $67
Infrared Sensor Digital Camera or Computer Field Equipment $57 Scent Station $23
Laser Rangefinder/Altitude $11
Pitfall Traps, Spotlights, Anemometer, GPS Units, Sterilized Sample Jar $9 Mammal Trap, Large/Small $1.55/$0.55
Water and Marine Resources Equipment
Boat (20-foot Boston Whaler or Similar) $800
Multiparameter Sonde (Temperature, Conductivity, Turbidity, DO, pH) with GPS $170 Water Quality Equipment (DO, pH, Turbidity, Refractometer, Temperature) $62 Refractometer (Salinity) or Turbidity Meter $38
Large Block Nets $114
Minnow Trap $98
Net, Hand/Large Seine $57
Field Equipment Packages
Standard Field Package (Digital Camera, GPS, Thermometer, Binoculars, Tablet, Safety Equipment, and Botanic Collecting Equipment)
$114
Remote Field Package (Digital Camera, GPS, Thermometer, Binoculars, Tablet and Mifi, Delorme Satellite Beacon, 24‐Hour Safety Phone)
$144
Amphibian/Vernal Pool Field Package (Digital Camera, GPS, Thermometer, Decon Chlorine, Waders, Float Tube, Hand Net, Field Microscope)
$170
Fisheries Equipment Package (Waders, Wetsuits, Dip Nets, Seine Nets, Bubblers, Buckets) $57 Underwater and Marine Sampling Gear (Photo/Video Camera, Scuba Equipment [Tanks, BCD, Regulators, Wetsuits, etc.])
$57/diver
Marine Field Package (Personal Flotation Devices, 100-foot Reel Tapes with Stainless Carabiners, Pelican Floats, Underwater Slates, Thermometer, Refractometer, Anemometer, Various Field Guides)
$100
Insurance, Hazard, and Fees
Historic Research Fees $55
L&H Dive Insurance $57/diver
Level C Health and Safety $70/person
City of Salinas
Qualifications for Multiple Public Facilities Improvement Projects, Focus Area 2 – Environmental Services 20 Kimley-Horn Rates
Fee Structure
Rincon Consultants, Inc. 21
Sample Billing Invoice
The sample billing invoice on the following pages is related to recent services provided for the Salinas Airport Warehouse Addendum.
Salinas City of Invoice number 55610 Invoice date 04/02/2024
Salinas City of
Cassie Bretschger
200 Lincoln Ave.
Salinas, CA 93901
Subject: Transmittal of Invoice # 55610 - Salinas Airport Warehouse Addendum Dear Cassie Bretschger,
Rincon Consultants, Inc
180 North Ashwood Avenue
Ventura, CA 93003
805-644-4455
Date: 04/02/2024
Project No: 23-14812
This letter accompanies Rincon Consultants' invoice for the Salinas Airport Warehouse Addendum for the period from 3/1/2024 through 3/31/2024. The invoice amount of $3,753.82 brings our total amount billed to $12,511.57, or approximately 72% of the total authorized budget of $17,423.00.
During this period, Rincon worked on the following tasks:
- Preparation of the Draft NOD
- Public hearing attendance
- Filing of the NOD with the Clearinghouse and Clerk's office We are committed to providing excellent environmental services and appreciate the opportunity to work with you. Please contact us if you have any questions about the invoice or the status of our progress.
Sincerely,
RINCON CONSULTANTS, INC.
54947 03/07/2024 1,394.00 1,394.00
55610 04/02/2024 3,753.82 3,753.82
Total 5,147.82 5,147.82 0.00 0.00 0.00 0.00
Outstanding Invoices: please note that you have an outstanding balance of $5,147.82 for this project. The following invoices are outstanding:
Aging Summary
Invoice Number Invoice Date Outstanding Current Over 30 Over 60 Over 90 Over 120 22 Date 04/02/2024
Salinas City of Invoice number 55610
Project 23-14812 Salinas Airport Warehouse Addendum
Salinas City of Invoice number 55610 Invoice date 04/02/2024
Admin Assistant/Billing Specialist Hour 0.50 98.00 49.00 Planner III Hour 2.75 180.00 495.00
Senior Planner I Hour 2.75 218.00 599.50
Professional Fees Totals 1,143.50
Professional Fees
Task 5: Project Management
Travel - Mileage Mile 34.90 0.67 23.38
mileage to/from Salinas for hearing
Reimbursables Totals 23.38
Reimbursables
Principal Hour 8.00 285.00 2,280.00
Professional Fees Totals 2,280.00
Professional Fees
Task Subtotal 2,303.38
Task 4: Public Hearing Attendance
Filing Fees & Newspaper Notices Cost 65.54
filing fee plus printing and credit card fee
Reimbursables Totals 65.54
Reimbursables
Senior Planner I Hour 1.00 218.00 218.00
Professional Fees Totals 218.00
Professional Fees
Task Subtotal 283.54
Task 3: Final Addendum
Description Unit /
Basis
Number /
Cost
Rate /
Markup
Billed
Amount
Rincon Consultants, Inc
180 North Ashwood Avenue
Ventura, CA 93003
805-644-4455
Invoice Period from 3/1/2024 through 3/31/2024
Project Manager: Aileen Mahoney
Salinas City of
Cassie Bretschger
200 Lincoln Ave.
Salinas, CA 93901
Invoice No: 55610
Invoice Date: 04/02/2024
Due Date: 04/17/2024
INVOICE
Project Number: 23-14812
Project Name: Salinas Airport Warehouse
Addendum
23 Date 04/02/2024
Salinas City of Invoice number 55610
Project 23-14812 Salinas Airport Warehouse Addendum
Salinas City of Invoice number 55610 Invoice date 04/02/2024
Company Vehicle Mileage Mile 36.00 0.65 23.40
Limbach
Reimbursables Totals 23.40
Reimbursables
Task Subtotal 1,166.90
Task 5: Project Management
Description Unit /
Basis
Number /
Cost
Rate /
Markup
Billed
Amount
Invoice Total 3,753.82
Description Amount
Total This Invoice $3,753.82
Previous Billings $8,757.75
Total Billings $12,511.57
Total Budget $17,423.00
Remaining Budget $4,911.43
Remaining Budget % 28.19%
Thank you for selecting Rincon Consultants.
24 General Contract Requirements
Rincon Consultants, Inc. 25
4 General Contract Requirements
Proof of Insurance
A copy of Rincon’s insurance certificate is included in Appendix B.
Concurrence with Contract Provisions
Rincon concurs with the provisions of the City’s standard contract and acknowledges the addendum. A signed copy of the addendum can be found in Appendix C.
City of Salinas
Qualifications for Multiple Public Facilities Improvement Projects, Focus Area 2 – Environmental Services 26 This page intentionally left blank.
Appendix A
Resumes
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
EDUCATION
Master of Public Policy (MPP),
California State University
Monterey Bay
BA, Environmental Studies,
University of Oregon
BA, Geography, University of
Oregon
AFFILIATIONS
Association of Environmental
Professionals, Monterey Bay
(Board Member 2009-2022,
Former Chapter President
2021-2022, 2019 Conference
Chair)
American Public Works
Association, Member
YEARS OF
EXPERIENCE
18 Megan Jones
Principal-in-Charge/Point of Contact
Megan serves as a Principal within Rincon’s Environmental Science and Planning group and manages operations of Rincon’s Monterey office. In this capacity, she is involved in a wide range of CEQA/NEPA environmental documentation, urban planning and land use studies, technical analysis, as well as community involvement and permitting activities, with particular emphasis on complicated and controversial projects in the Monterey Bay region. She has an extensive background in environmental management, policy, and environmental planning and contributes to successful environmental and planning projects, ranging from programmatic review of general plans and regional transportation plans to project-specific review of development, transportation, and water infrastructure projects. Megan is skilled at balancing the goals of conveying complex environmental issues to the general public and preparing legally defensible and highly technical CEQA and NEPA documents.
SELECT PROJECT EXPERIENCE
Principal-in-Charge/Primary Point-of-Contact, City of Salinas – On-Call Contract Planning, Salinas
Megan serves as the Principal-in-Charge of this contract, under which Rincon has provided contract planning and environmental review services to the City since 2017. Under this contract, Rincon provides primary staffing for the oversight of the City’s cannabis-related permitting program, which includes processing new business permit requests, coordination with applicants, coordination with state agencies, and preparation of regulatory materials for permitted facilities. Rincon is also responsible for tracking post-approval requirements as well as processing new or amendment permits.
Principal-in-Charge, City of Salinas – Airport Development Lease IS-MND and Addendum, Salinas
Megan served as the Principal-in-Charge of an IS-MND and a subsequent IS-MND Addendum for the Salinas Airport Development Lease Project for the City of Salinas.
The project entails a ground lease and development of an approximately 229,000 square foot warehouse. Key environmental issue areas included biological and cultural resources, geology/soils, hazards and hazardous materials, and transportation. The IS-MND was adopted in December 2019 and an Addendum was completed in February 2024.
Principal-in-Charge, City of Salinas – John/Abbott Mixed Use Project IS-MND, Salinas
Megan was Principal-in-Charge of an IS-MND for the John/Abbott Mixed Use Project.
Rincon worked closely with the City to define the project description for a multiphase, multi-use development project encompassing demolition of on-site commercial and warehouse buildings and construction of 20 new buildings, including multifamily housing options. Key issues are cultural resources, hazardous materials, and transportation. The IS-MND was completed in March 2023 and the project is currently awaiting hearing.
Principal-in-Charge, City of Salinas – 1 Preston Street IS-MND, Salinas Megan was Principal-in-Charge of an IS-MND for the 1 Preston Street Project. The project involves a General Plan Amendment to rezone from medium to high-density residential. The IS-MND considered maximum potential buildout of up to 76 housing units. The IS-MND was adopted in June 2023.
Megan Jones, Page 2
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
Principal-in-Charge, City of Salinas – Downtown Parking Lot and Intermodal Transportation Center Rezone Project IS-MND, Salinas
Megan was the Principal-in-Charge of an IS-MND for the Downtown Parking Lot and Intermodal Transportation Center Rezone Project for the City of Salinas. The project included zone changes to four downtown City-owned parking lots as well as portions of the City’s Intermodal Transportation Center. The sites would be rezoned from Public/Semipublic and Commercial Retail to Mixed Use. The purpose of the proposed zone changes is to facilitate the development of up to an estimated 500 housing units and 125,000 square feet of commercial uses within areas designated as Federal Opportunity Zones with access to public transit. Key issues include aesthetics, air quality and greenhouse gas emissions, transportation, and utilities and service systems. The IS-MND was approved in November 2021.
Principal-in-Charge/Primary Contact, County of Monterey – On-Call Planning and CEQA Review, Monterey County
Rincon has provided on-call planning and environmental review services for development applications submitted to the County of Monterey for over a decade. Under this contract, Rincon has prepared dozens of Initial Studies and staff reports, assisted with condition compliance efforts, and is assisting the County with processing multiple cannabis permit applications. Through these assignments, Megan has functioned as an extension of County staff, fielding development review and environmental compliance tasks that due to their complex nature, required special expertise or a level of effort that would interfere with the day-to-day duties of County staff. Some of the recent projects completed under this on-call, as overseen by Megan, include:
• Cannabis Permit Processing Support
• Desalination Ordinance Update CEQA Review
• Well Permit Screening Tool and Review
• Carmel Self Storage IS-MND
• Johnson and Big Sur Land Trust Residential Projects IS-MNDs Principal-in-Charge/Primary Contact, City of Monterey – On-Call Planning and CEQA Review, Monterey Rincon has provided planning and environmental review services to the City of Monterey under an on-call contract since early 2016. Under this contract, Rincon completed an EIR for the 2101 North Fremont Hotel Project, a programmatic Environmental Assessment for the Integrated Water Sustainability Concept Plan at the Presidio of Monterey, an IS-MND for the Storm Drainage Management Plan, and an IS-MND for the 200 Glenwood Circle Use Permit Application. Also under this contract, Rincon is currently providing planning, writing, and research support related to the City of Monterey Local Coastal Program (LCP) adoption.
Principal-in-Charge/Primary Contact, City of Marina – On-Call Planning and CEQA Review, Marina Rincon has provided contract planning and environmental review services to the City of Marina for over 10 years, including via an on-call contract for planning and environmental services. Under his contract Rincon has prepared a Categorical Exemption Report for a residential project at 3298 Del Monte Avenue; an IS-MND for the Salinas Avenue Widening Project, and a historic resources evaluation for accessibility improvements the Marina Equestrian Center. Rincon also provided staffing augmentation services for the Marina Station Specific Plan and is providing as-needed GIS services.
Principal-in-Charge, City of Monterey – 2101 North Fremont Street Hotel EIR, Monterey Megan was Principal-in-Charge of a Focused EIR for the redevelopment of a hotel property in Monterey, California.
The project entails demolition of the existing uses on site, including a one-story, 18-guest room motel, a 134-seat restaurant, and a surface parking lot, and construction of a new four-story, 42-guest room branded hotel and a surface parking lot. The City released a Draft IS-MND for the project in March 2021 and the City of Monterey Planning Commission approved the IS-MND and project in October 2021. Based on an appeal filed by an adjacent property owner, the City requested that Rincon prepare an EIR focused on noise, cultural and tribal cultural resources, hazards and hazardous materials, and land use. The Final EIR was certified in December 2023.
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
EDUCATION
BS, Environmental Science
and Management, University
of California, Davis
Minor, Watershed Science,
University of California, Davis
YEARS OF
EXPERIENCE
8 Aileen Mahoney
Project Manager/CEQA Lead
Aileen Mahoney has extensive experience with CEQA, NEPA, and permitting environmental compliance documents for a wide array of private and public clients.
She has experience with all CEQA-required resource areas and with OPR’s online State Clearinghouse CEQAsubmit portal. Aileen has served as Project Manager or Deputy Project Manager on numerous projects and has experience coordinating and presenting at public hearings, running notices, and managing project website content, as well as coordinating with lead agencies, clients, subconsultants, and multidisciplinary teams throughout the environmental compliance process. She is highly effective at conducting research, analyzing information, and creating written materials in compliance with federal, state, and local environmental laws and regulations.
SELECT PROJECT EXPERIENCE
Project Manager, City of Salinas – Downtown Upzoning Project IS-MND, Salinas Coordinated preparation of an IS-MND for a rezoning project in downtown Salinas.
The project included zone changes to six sites, including downtown City-owned parking lots and a portion of the Intermodal Transportation Center, from Public/Semipublic and/or Commercial Retail to Mixed Use zoning to allow for greater housing density and more flexible development standards. The rezone would facilitate the development of up to 500 housing units and 125,000 square feet of commercial uses in areas with access to public transit. Key issues included aesthetics, air quality, biological resources, cultural resources, geology and soils, hazards and hazardous materials, noise, transportation, and tribal cultural resources.
Project Manager, City of Salinas – Salinas Airport Development Lease Project ISMND Addendum, Salinas Coordinated preparation of a streamlined addendum to the adopted IS-MND, addressing project changes since adoption of the IS-MND, including modifications of the land use type and circulation plan. Responsibilities included client communication, internal coordination, quality control and assessment, and contract execution. Also coordinated the preparation and publication of the NOD.
Environmental Planner, City of Salinas – Salinas Airport Development Lease Project IS-MND, Salinas
Prepared the project description, geology and soils analysis, hydrology and water quality analysis, and utilities and service system analysis for this IS-MND. The project included leasing of the vacant project site to the City of Salinas for use as a Public Works Corporation Yard. The project would provide vehicle and equipment repair and storage, administrative support, and other operations related to the maintenance of public facilities.
Project Manager, City of Seaside – Fire Station No. 2 Project IS-MND, Seaside Coordinating preparation of an IS-MND for a new fire station and training facility in the city of Seaside. The Draft IS-MND was published in March 2024. Key issues include biological resources, including Monterey spineflower, California legless lizard, and nesting birds; air quality; and noise. Organized and led monthly check-in meetings with the project team, including City staff and design firm, to provide regular progress updates.
Aileen Mahoney, Page 2
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
Environmental Planner, County of Monterey – Rancho Cañada Village Project EIR, Monterey County Assisted in the preparation and publication of the Second Revised Draft EIR for this project, per ongoing litigation regarding the prior 2016 EIR. Participated in ongoing discussions regarding letters received during the public comment period. Prepared responses to comments on the Second Revised Draft EIR and compiled the Second Final EIR.
Project Manager, City of Seaside (subconsultant to Prime contractor) – Seaside General Plan Update EIR and Housing Element EIR Addendum, Seaside
Collaborating with internal and external project teams as the CEQA project manager for the General Plan Update.
Tasks include assisting with updates to the General Plan elements, including the Noise and Conservation elements, and preparing an updated EIR to a previously drafted version that reflects the changes made to the General Plan since the earlier EIR was prepared. Key challenges with this project include a fast timeline and streamlined budget intended to take advantage of work already completed on the project to date.
Project Manager, Carmel Area Wastewater District (subconsultant to Prime contractor) – Revised Carmel Valley Manor Sewer Extension Project IS-MND Addendum and Permitting Support, Monterey County Coordinated preparation of an Addendum to the adopted 2020 IS-MND for a proposed modification to the original pipeline alignment through agricultural and open space areas. Responsibilities included client communication, internal coordination, quality control and assessment, and contract execution. Key issues included identifying the location of mapped archaeological resources, and biological resources related to a potentially-jurisdictional drainage crossing. Coordinated permitting support for required permits from the California Department of Fish and Wildlife as well as the Regional Water Quality Control Board.
Project Manager, County of Monterey – Chapin Commercial Cannabis Project IS-MND, Monterey County Coordinated preparation of an IS-MND for a commercial cannabis conversion project in the County of Monterey. The project entails re-use of an existing building as a commercial cannabis dispensary and for edibles manufacturing, re-use of an existing foot barn as an overflow commercial cannabis dispensary, re-use of the existing office building for office uses, re-use of two additional existing buildings for non-cannabis retail sales and to house non-cannabis accessories, and re-use of an existing greenhouse for demonstrations and educational cannabis cultivation purposes.
Project Manager, County of Monterey – Charolais Ranch Project EIR, Monterey County Coordinating preparation of an EIR for a residential subdivision project in the County of Monterey. The project is a standard subdivision resulting in the creation of 27 parcels that will include 26 residential parcels and 3 separate open space areas. Key issues include aesthetics, air quality, biological resources, cultural resources, geology and soils, greenhouse gas emissions, hydrology and water quality, land use and planning, noise, transportation, tribal cultural resources, utilities and service systems, and wildfire, due to the undeveloped and rural nature of the 131- acre site.
Project Manager, County of Monterey – Desalinization Ordinance Update Project IS and NOE, Monterey County Coordinated the preparation of an IS-ND, CDFW No Effect Determination form, State Clearinghouse noticing documents, and Notice of Exemption form for the County’s proposed textual revision of the Desalinization Ordinance to allow for private ownership of desalinization facilities. Assisted the County in the preparation of AB 52 consultation letters, and advised the County on consultation procedures. Continued to offer and provide support to the County as needed.
Project Manager, City of Monterey – 2 Upper Ragsdale Drive Medical Office Project EIR Addendum, Monterey Coordinated the preparation of an EIR Addendum for the 2 Upper Ragsdale Drive medical office facilities, for the final phase of construction of the original project. The modified project included a medical office building, parking lots, PUD amendment, and lot line adjustment. Key issues included biological resources (related to substantial tree removal), cultural resources, and transportation.
Project Manager, City of Pacific Grove – Housing Element Update EIR, Pacific Grove Currently coordinating the preparation of an EIR for the City of Pacific Grove Housing Element Update. The project also includes updates to the General Plan Health & Safety Element and Land Use Element, and Zoning Map and Zoning Code amendments. The programmatic EIR will evaluate development on identified housing opportunity sites, as well as impacts related to the proposed zoning changes and modifications to the other General Plan elements resulting from the Housing Element Update. The NOP was published in January 2024, with a Scoping Meeting held in February 2024, where Aileen provided a presentation and answered questions.
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
EDUCATION
BS, Environmental Science
and Management, Natural
Resources Management,
University of California, Davis
BA, English, Critical Literary
Theory, University of
California, Davis
CERTIFICATIONS/
REGISTRATIONS
American Institute of Certified
Planners, American Planning
Association (no. 31548)
Accredited Lead Greenhouse
Gas Verifier, California Air
Resource Board
(EO #H-20-046)
Accredited Lead Greenhouse
Gas Verifier and Transactions
and Oil & Gas Sector
Specialist, California Air
Resource Board
(EO #H-22-004)
YEARS OF
EXPERIENCE
9 Katherine Green, AICP
NEPA Lead/CEQA Support
Katherine Green is a Senior Planner with Rincon Consultants. With over nine years of experience on CEQA and NEPA projects of all kinds, she leverages her skills as a seasoned environmental analyst and project manager for a wide array of private, public, and tribal clients throughout California and seven other states across the U.S. She is skilled in the preparation of CEQA and NEPA documents of all kinds, as well as Phase I ESAs for projects ranging from small urban parcels to tens of thousands of acres of rangeland. She is adept at coordinating multi-disciplinary teams including lead agencies, clients, sub-consultants, technical experts, and analysts to complete projects. Area areas of focus include water projects, programmatic analysis, affordable housing, and infill projects.
SELECT PROJECT EXPERIENCE
Project Manager, City of Salinas – 1 Preston Street Project Initial Study/Mitigated Negative Declaration, Salinas
Managed preparation of an IS-MND for the 1 Preston Street Project in Salinas. The project includes a General Plan Amendment and subsequent rezoning to modify the existing vacant 2.6-acre lot at 1 Preston Street from Residential Medium Density to Residential High Density. The project does not involve construction or other physical changes, therefore the IS-MND analyzes the maximum potential buildout of the site, using reasonable assumptions for construction, building height, and other design features. Coordinated with traffic subconsultant.
Project Manager, City of Salinas – John-Abbott Mixed-Use Project, Salinas Katherine was the Project Manager of an IS-MND for the John/Abbott Mixed Use Project. She managed preparation of the environmental document for a multiphase, multi-use development project encompassing demolition of on-site commercial and warehouse buildings and construction of 20 new buildings, including multifamily housing options. Key issues are cultural resources, hazardous materials, and transportation. The IS-MND was completed in March 2023 and the project is currently awaiting hearing.
Project Manager, City of Monterey – Madison Street Affordable Housing Project Environmental Assessment, Monterey
Katherine is currently managing preparation of a HUD NEPA environmental assessment for a high-priority housing project near Monterey City Hall. The project is located within a historic district and involves compliance with Section 106 of the National Historic Preservation Act. Key issues include on-site contamination and historic preservation.
Project Manager, Charities Housing – 1860 Alum Rock Road Affordable Housing Project Environmental Assessment, San José
Katherine served as project manager for the EA for this mixed-use, 100 percent affordable multifamily development. The project consisted of a five-story building with four stories (consisting of 60 residential units) above ground-floor retail, residential common areas, utility spaces, and enclosed parking. Coordinated preparation of a Section 106-compliant cultural resources technical report, noise and vibration assessment, health risk assessment analysis, explosives analysis, and documented compliance with 24 CFR Part 58 in the HUD-recommended EA format.
Katherine Green, AICP, Page 2
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
Project Manager, City of San José – Cambrian Tanks Replacement Project Initial Study-Mitigated Negative Declaration (with WaterWorks Engineers), San José
Katherine managed preparation of an IS-MND analyzing replacement of two earthen historic-age water tanks owned by San José Water located on the Cambrian Station and coordinated preparation of a robust cultural resources technical report. Key issues included aesthetics and cultural resources. Responsibilities included client communication, internal coordination, quality control and assessment, and contract execution.
Project Manager, City of Morgan Hill – Cochrane Commons Phase II Subsequent EIR, Santa Clara County Katherine served as project manager for a Subsequent EIR (SEIR) pursuant to CEQA Guidelines Section 15162 on the Cochrane Commons Project, for which an EIR was previously prepared in 2005. The project involved construction of Phase II of the Cochrane Commons development on the undeveloped site adjacent to the completed Phase I. The Phase II project differed from what was originally proposed in the Phase II that was analyzed in the 2005 EIR. The project analyzed in the SEIR consisted of 498 residential units, consisting of a mix of homes, townhomes, condos, and apartments; 135,000 square feet of retail space; a 140-room hotel; and amending the zoning and General Plan designation to Mixed Use Flex (MUF) for the Phase II development area. The project also included preparation of a Water Supply Assessment and VMT analysis in a traffic impact study, and covered impact areas including greenhouse gas, tribal cultural resources, and wildfire, which were added to the CEQA Guidelines Appendix G checklist after the 2005 EIR was completed.
Project Manager, MidPen Housing – 1178 Sonora Court Affordable Housing EA, Sunnyvale Katherine managed preparation of an EA for this project, analyzing the demolition of an existing commercial structure and subsequent construction, of a seven-story affordable housing residential building on the project site.
Katherine coordinated preparation of a noise study, as the project noise environment included nearby Lawrence Station Caltrain activity and vehicular traffic from Lawrence Expressway, and a Section 106 cultural resources study, to support the EA.
Project Manager, Alameda-Contra Costa (AC) Transit – East Bay Bus Rapid Transit Northern Layover CEQA/NEPA Re-Evaluation, Oakland
Rincon prepared CEQA and NEPA environmental documentation to support a Section 130c report following Federal Transit Administration for changes to the previously approved East Bay Bus Rapid Transit Project in accordance with supplemental documentation procedures. Changes to the approved project included construction of a Northern Layover Terminal that would repurpose one existing southbound lane on San Pablo Avenue to create a bus only lane with a layover area that could accommodate up to three buses. The layover area included a bus operator restroom and bus pads to be located along San Pablo Avenue between West Grand Avenue and 20th Street within the City of Oakland. As part of the project, the existing bike lane on San Pablo Avenue was shifted west out of the layover zone between the bus lane and curb to reduce potential conflicts between buses and cyclists. Katherine served as the Project Manager overseeing the determination of environmental impacts of the project, including in-person records review at AC Transit headquarters of past environmental documentation for the project. Rincon’s work also involved preparation of an Initial Site Assessment to assess potential or known hazardous materials impacts and an Archaeological Survey Report Addendum to assess potential archaeological impacts, as well as a memo summarizing whether changes to the project would require any further action under CEQA.
Project Manager, Tenderloin Neighborhood Development Corporation – 2550 Irving Street Housing Project Environmental Assessment (EA), City of San Francisco (San Francisco Mayor’s Office of Housing and Community Development)
Katherine was the project manager for the EA for the first affordable housing development in the Outer Sunset neighborhood of San Francisco. Project consisted of a 90-unit development with on-site social services offices and a family childcare unit. Coordinated preparation of an EA and Section 106-compliant cultural resources technical study pursuant to the provisions of the Programmatic Agreement by and among the City and County of San Francisco, the California State Historic Preservation Officer, and the Advisory Council on Historic Preservation, including analysis of the project site and 15 surrounding historic-age properties within the project’s area of potential effects.
Based on the reasonable presumption that archaeological resources may be present within the project site, MOHCD and the SHPO executed a project-specific Programmatic Agreement that outlines the procedures and methodology that MOHCD will use to avoid any potentially significant adverse effect from the proposed project on potential buried historic properties. Responded to public comments regarding hazardous materials contamination in the project vicinity, and the project was successfully awarded its Authority to Use Grant Funding (AUGF) from the US Department of Housing and Urban Development (HUD).
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
EDUCATION
BS, Environmental Science,
Minor, History, Santa Clara
University
AFFILIATIONS
Association of Environmental
Professionals, Monterey BaySilicon Valley Chapter Student Director
YEARS OF
EXPERIENCE
2 Kayleigh Limbach
Environmental Planner
Kayleigh is an Associate Environmental Planner in Rincon’s Environmental Planning and Sustainability team in the Monterey office. She has a Bachelor of Science degree in Environmental Science from Santa Clara University. At Rincon, Kayleigh delivers high-level environmental services for various development, water projects, and long-range planning projects throughout Northern and Central California. Her primary focus is preparing CEQA documents, including IS-MNDs, EIRs, and supplemental and additional CEQA documentation. Kayleigh also serves as an assistant project manager for water supply and infrastructure projects requiring “CEQA-Plus” analysis. She is an experienced environmental analyst familiar with conducting research, analyzing and distilling information, and preparing written materials with compliance with federal, state, and local environmental laws, regulations, and best practices.
SELECT PROJECT EXPERIENCE
Lead Planner, City of Salinas – John Street & Abbott Street Mixed Use Development Project IS-MND, Salinas
Kayleigh served as the lead planner and primary author of the IS-MND for the John Street and Abbott Street Mixed Use Development Project, a seven-phase planned unit development with retail, office, and residential uses. Kayleigh worked closely with Rincon’s Project Manager to analyze the project’s potential impacts.
Planner, City of Salinas – Salinas Airport Development Lease Project Addendum, Salinas
Kayleigh supported preparation of an IS-MND addendum for the Salinas Airport Development Lease project, and worked closely with Rincon’s Project Manager to analyze potential impacts of the revised project.
Planner, City of Salinas – Downtown Parking Lot and Intermodal Transportation Center Rezone Project, Salinas
Kayleigh supported preparation of an IS-MND for the Downtown Parking Lot and Intermodal Transportation Center Rezone Project, a rezoning project to facilitate the production of high-density housing.
Project Manager, City of Marina – Downtown Vitalization Specific Plan Project, Marina
Rincon Consultants is preparing the specific plan and the Environmental Impact Report for the Downtown Vitalization Specific Plan Project. Kayleigh assumed the role of project manager for the environmental effort and preparation of the EIR, and served as the primary author of the project’s Initial Study and EIR.
Lead Planner, City of Monterey – 2101 Fremont Boulevard Hotel Project, Monterey
Kayleigh served as lead analyst for the 2101 Fremont Boulevard Hotel project, a proposed five-story hotel redevelopment project in the City of Monterey. Kayleigh worked closely with Rincon’s Project Manager and the City to analyze the project’s potential impacts to utilities and service systems, hydrology and water quality, geology and soils, transportation, and land use and planning, among other environmental resource areas.
Kayleigh Limbach, Page 2
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
Lead Planner, Raimi & Associates – Seaside General Plan Update EIR, Seaside Rincon is part of a team authoring an update to the City of Seaside General Plan. Specifically, Rincon prepared draft Safety, Noise, and Conservation/Open Space Elements of the General Plan and assisted with preparation of the Parks and Recreation Element. As a coastal community, the updated General Plan guides the future of Seaside and its residents with respects to new land uses, economic opportunities, and safety concerns due to climate change and sea level rise. Kayleigh worked with Rincon’s Project Manager and served as the lead planner for updating sections of the Environmental Impact Report.
Planner, Association of Monterey Bay Area Governments – 2045 Metropolitan Transportation Plan/Sustainable Communities Environmental Impact Report, Monterey County The MTP/SCS EIR contains a compilation of the transportation projects proposed in Monterey, San Benito, and Santa Cruz counties, and sets forth a forecasted development pattern for the region, which, when integrated with the transportation network and other transportation measures and policies, is intended to reduce greenhouse gas emissions from passenger vehicles and light duty trucks to achieve the regional greenhouse gas reduction targets set by the California Air Resources Board. In support of the program-level EIR, Rincon conducted extensive scoping and stakeholder meetings in advance of the environmental analysis to ascertain the concerns of local stakeholders.
Associate Planner, City of Santa Cruz – Monterey Bay Sanctuary Scenic Trail, Santa Cruz Rincon Consultants jointly prepared an EIR with Harris & Associates for Segments 8 and 9 of the Monterey Bay Sanctuary Scenic Trail, a portion of a planned 50-mile bicycle and pedestrian trail along the entire coast of Santa Cruz County. Segments 8 and 9 traverse the City of Santa Cruz. Kayleigh assisted with field surveys to identify potential aesthetic resources along the proposed trail alignment and served as the lead analyst for potential land use and planning impacts of the project.
Assistant Project Manager, Saticoy Sanitary District – Wastewater Conveyance System Rehabilitation Project, Saticoy
Rincon Consultants prepared a CEQA-Plus CE for the District’s Wastewater Conveyance System Rehabilitation Project, which would involve repair and replacement of various wastewater lines in the community of Saticoy in Ventura County. Kayleigh serves as the assistant project manager and the primary preparer of the CEQA-Plus CE.
Assistant Project Manager, Castroville Community Services District – Washington Street Sewer Bypass Project, Castroville
Rincon Consultants prepared an IS-MND and a suite of technical reports for the Washington Street Sewer Bypass Project, a wastewater project located within an environmentally sensitive area that would replace aging infrastructure to serve the existing and planned population of Castroville. Kayleigh served as the primary preparer of the IS-MND and assisted with the preparation and management of required “CEQA-Plus” documentation.
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
EDUCATION
BS, Environmental
Engineering, Rensselaer
Polytechnic Institute, Troy,
New York
Engineer-in-Training, New York
CERTIFICATIONS/
REGISTRATIONS
Registered Environmental
Property Assessor (National
Registry of Environmental
Professionals),
#14066029011231127
Hazardous Materials
Management Certificate,
University of California, Santa
Barbara, 1998
Business Management
Certificate, University of
California, San Diego, 2007
40-Hour Hazardous Waste
Operations and Emergency
Response Certification –
Current 8-Hour Refresher
AFFILIATIONS
International Right of Way
Association, San Diego
Chapter 11, Board Member –
Secretary (2018 to 2019),
Environmental Chair
(2013-present)
YEARS OF
EXPERIENCE
29 Julie Lynne Welch, REPA
Environmental Site Assessment
Julie serves as the Director of Rincon’s Due Diligence team, which involves the execution of hundreds of Phase I and II Environmental Site Assessments (ESAs) annually. She qualifies as an “Environmental Professional” according to the American Society for Testing and Materials 2021 guidelines and United States Environmental Protection Agency’s “All Appropriate Inquiry” requirements and has extensive experience managing multi-site real estate portfolios for local agencies, developers, banks, and other commercial, industrial, and private entities.
Julie also serves as a Senior Project Manager in Rincon’s Environmental Science and Planning group. She routinely prepares hazardous materials technical analyses for CEQA/NEPA environmental documentation, including peer reviews, Environmental Assessments, Mitigated Negative Declarations, and Environmental Impact Reports for land use development and regional transportation/utility corridor projects.
Julie has 29 years of professional experience in the field of environmental science and assessment, during which time she has managed and contributed to a variety of successful projects for land use, water and energy planning, and residential, commercial, industrial and infrastructure projects.
SELECT PROJECT EXPERIENCE
Project Manager, City of Salinas – John/Abbott Mixed Use Project IS-MND, Salinas
Julie served as project manager for the hazardous materials portion of the John/Abbott Mixed Use Project IS-MND. Rincon has worked closely with the City to define the project description for a multi-phase, multi-use development project encompassing demolition of on-site commercial and warehouse buildings and construction of 20 new buildings, including multifamily housing options. Key issues are cultural resources, hazardous materials, and transportation. The project is ongoing.
Director of Due Diligence, Madison Street Affordable Housing Project – Phase I ESA, Van Buran Street and Madison Street, Monterey
Rincon prepared a Phase I ESA for a proposed affordable housing project at a former residential/commercial property in Monterey, California. The document identified a Recognized Environmental Condition (REC) regarding potential groundwater contamination from an offsite source. As Director of Due Diligence, Julie provided technical support and oversight for the Project.
Project Manager, Torti Gallas + Partners – Campus Town Specific Plan EIR, Hazardous Materials Section, Seaside
Julie served as project manager for the Hazardous Materials Section of the Campus Town Specific Plan EIR. The Specific Plan would facilitate the development of up to 1,485 housing units; 250 hotel rooms; 75 youth hostel beds; 150,000 square feet of retail, dining, and entertainment uses; and 50,000 square feet of office, flex, makerspace, and light industrial uses; as well as park/recreational areas, and supporting infrastructure, on approximately 122 acres on the former Fort Ord, just south of the California State University, Monterey Bay campus. Key issues included water supply, transportation/vehicle miles traveled, hazardous materials, and greenhouse gas emissions. The Final EIR was certified in March 2020.
Julie Lynne Welch, REPA, Page 2
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
Hazardous Materials Lead, Transportation Agency for Monterey County – Fort Ord Regional Trail and Greenway Project EIR, Monterey County
The FORTAG project involves the phased construction of a multi-use trail in northwestern Monterey County, generally encircling the cities of Seaside, Del Rey Oaks, Monterey, and Marina and the California State University, Monterey Bay campus. The proposed alignment includes approximately 28 miles of new paved trail, primarily on the inland side of State Route 1. The Trail would accommodate pedestrians and bicyclists of all abilities. Rincon lead the preparation of a project-level EIR and NEPA technical studies for the trail as a sub-consultant to Alta Planning+ Design. Primary environmental issues included biological and cultural resources, hazardous materials, noise, and public safety/services. Julie served as project manager for the Fort Ord Regional Trail and Greenway (FORTAG) Project EIR Hazardous Materials Section.
Senior Project Manager, Private Client – Phase I ESA, Proposed Cannabis Facility, Spence Julie provided senior review for the preparation of Phase I ESA for a proposed cannabis facility at a produce operation located in Spence, California. The document identified several Recognized Environmental Conditions (RECs) including: historic agricultural use, historic release of ammonia, an adjacent release case, and unexplained groundwater monitoring wells on the subject property. As Senior Project Manager, Julie provided technical support and oversight for the Project.
Senior Project Manager, City of Hayward – Hayward Regional Shoreline Adaptation Master Plan CEQA Guidelines Section 15262 Statutory Exemption Report, Hayward Rincon Consultants prepared a Statutory Exemption Report for the Shoreline Adaptation Master Plan. Consistent with CEQA Guidelines Section 15262, the report focused on environmental conditions and constraints in the Plan Area, as well as permitting needs and CEQA requirements for future projects carried out consistent with the Plan.
The report also provided the context for an exemption and detailed the Plan’s eligibility for the exemption. Key topical areas included biological resources, hazardous materials, hydrology and water quality including sea level rise resiliency, geologic hazards and cultural resources. Julie prepared the hazardous materials portion of the shoreline document.
Director of Due Diligence, County of Merced and the California Department of Transportation – Santa Nella Boulevard (SR33)/Henry Miller Avenue Intersection ISA, Santa Nella Rincon prepared the ISA for the intersection widening project. Julie provided guidance during completion of the document and reviewed the draft product prior to client submittal.
Director of Due Diligence, City of Galt – C Street Enhancements ISA, Galt Rincon prepared the ISA for the 2,000 foot road widening project. Julie provided guidance during completion of the document, attended Client meetings, and reviewed the draft product prior to client submittal.
Senior Project Manager, City of Berkeley – Bayer Healthcare LLC Development Agreement Amendment Project, Berkeley
Rincon Consultants prepared an Environmental Impact Report as a Subsequent EIR to the City of Berkeley Miles Inc./Cutter Biological Long Range Plan EIR (“1991 EIR”), State Clearinghouse #90030029, certified in June 1991, in accordance with California Environmental Quality Act (CEQA) Guidelines §15162. Julie assisted with the preparation of the Hazardous Materials and Wastes portion of this ongoing project.
Senior Project Manager, City of Modesto (subconsultant to CSPI) – Modesto State Route 132 West Freeway/Expressway ROW Project, Stanislaus County
Julie served as Senior Project Manager for preparation of various Due Diligence reports in support of the State Route 132 West Freeway/Expressway Right-of-Way Project. Rincon prepared 35 Phase I ESAs and 27 Phase II ESAs for a freeway Expansion project in Modesto, California. Rincon is continuing to support the expansion project by meeting with Caltrans as needed and preparing remediation plans for the project. The projects were located in historically agricultural, commercial, residential, and industrial areas of the City. Rincon was brought in as part of right-of-way team to assess multiple parcels that were added to the project following completion of the previous environmental documents in the City of Modesto. As part of the work program, Rincon has prepared California Department of Transportation-approved Phase I ESAs, Phase II ESAs, Remediation Cost estimates, Aerially Deposited Lead Sampling Workplan, Hydrocarbon Sampling Assessment, Transformer Study, and Paint Stripe Sampling Reports. As Project Manager, Julie provided technical support and oversight for the Project.
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
EDUCATION
MA, Applied Anthropology,
California State University,
East Bay
BA, Anthropology, California
State University, Sacramento
AA, Social Science, Los Rios
Community College,
Sacramento
CERTIFICATIONS/
REGISTRATIONS
Register of Professional
Archaeologists (no. 989208)
California Council for the
Promotion of History
Society for American
Archaeology
Society for California
Archaeology, Legislative
Committee
Section 106 for Experienced
Practitioners
Section 4(f) for Historic
Properties
CEQA for Advanced
Practitioners
YEARS OF
EXPERIENCE
16 Nichole Jordan, RPA
Principal Archaeologist
Nichole is a cultural resources Principal with Rincon Consultants. She is registered professional archaeologist (#989208) and meets the Secretary of the Interior’s Standards PQS for prehistoric and historical archeology and the Society for California’s Archaeology’s professional qualification standards for Principal Investigator. Nichole has 19 years of experience in cultural resources management, including project management, personnel management, Native American consultation, archival research, laboratory analysis, ethnographic and historical research, field survey, archaeological excavation, laboratory analysis, collections management, and GIS applications. She has experience with cultural and tribal cultural resources issues as they relate to the California Environmental Quality Act (CEQA) and the National Environmental Policy Act (NEPA). She directs the preparation of cultural resources technical studies compliant with Section 106 of the National Historic Preservation Act (NHPA), CEQA, and agreement documents, these include studies documenting research, survey, testing, excavation, monitoring and evaluation for inclusion in the National Register of Historic Places (National Register) and California Register of Historical Resources (California Register).
SELECT PROJECT EXPERIENCE
Contract Manager, Pacific Gas and Electric Company – Access Roads Management Program, North Region
Pacific Gas and Electric Company’s (PG&E) Access Roads Management Program manages PG&E’s network of access roads to electrical transmission and certain distribution infrastructure throughout PG&E’s service territory. Nichole’s team provided land planner support, resource agency permitting, resource constraints analyses, resource inventories, and general environmental services to support the Access Road Management program in the North Region.
Project Manager, Pacific Gas and Electric Company – Lower Bucks Lake Carpi‐ Liner, Plumas County
PG&E proposes to drain Lower Bucks Lake to install a liner that will prevent the Lake from leaking. The Area of Potential Effect for this project is within the National Register‐eligible Bucks Creek Hydroelectric System Historic District. Because a portion of the work area is underneath Lower Bucks Lake, a phased approach to Section 106 is required. Nichole directed the preparation of Phase I and II reports as well as a Treatment Plan and project‐specific Programmatic Agreement. This project involves on‐going agency consultation with the California State Office of Historic Preservation, Federal Energy Regulatory Commission, Forest Service, Tribes and other stakeholders.
Project Manager, Pacific Gas and Electric Company – Grizzly Forebay Dam Debris Removal, Plumas County
PG&E proposes to remove debris near the Grizzly Forebay Dam. The Area of Potential Effect for this project is within the National Register‐eligible Bucks Creek Hydroelectric System Historic District. A cultural resources inventory report and a Finding of Effect were prepared with a finding of no adverse effect recommended.
This project requires agency consultation the Forest Service and California State Office of Historic Preservation.
Nichole Jordan, RPA, Page 2
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
Archaeologist, Pacific Gas and Electric Company – Drum‐Spaulding Federal Energy Regulatory Commission (Federal Energy Regulatory Commission) Relicensing Project, Various Counties/Cities, California PG&E relicensed the Drum‐Spaulding hydroelectric system in Nevada and Placer Counties. The Area of Potential Effect included 29 reservoirs, 12 powerhouses, 6 overhead transmission lines, 3 diversion dams, and hundreds of miles of water conveyance features. Hundreds of archaeological resources were identified and 112 built environment resources were evaluated for inclusion in the National Register.
Project Manager, North Star Solar – North Star Generation Tie Line, Switching Station, and Related Facilities, Fresno County
North Star Solar proposed the North Star Generation Tie Line, Switching Station, and Related Facilities Project as part of the continuing development and expansion of its solar North Star generating facility, near Mendota in Fresno County. This CEQA‐only cultural resources study evaluated three built environment resources and identified three historic‐period archaeological resources for inclusion in the California Register. During project construction, preconstruction meetings were held with construction crew and archaeological monitoring was conducted at archaeological resource locations, which was documented in the archaeological monitoring report.
Principal Investigator, Caltrans – Kilburn Road Bridge Replacement Project, Stanislaus County Stanislaus County, in coordination with the California Department of Transportation (Caltrans), as assigned by the Federal Highway Administration (FHWA), proposed the Kilburn Road Bridge Replacement Project, near Crows Landing. Kilburn Road Bridge (No. 38C0168) is a National Register–eligible resource which required a Finding of Effect (FOE), Environmentally Sensitive Area (ESA) Action Plan, and Memorandum of Agreement (MOA). This project also required a Historic Property Survey Report (HPSR), Archaeological Survey Report (ASR) and Area of Potential Effects (APE) map.
Principal Investigator, City of Elk Grove – Kammerer Road Extension Project, Elk Grove Directed the cultural resources technical studies, which resulted in a finding of no historic properties affected with standard conditions and required an HPSR, ASR, APE, Historical Resources Evaluation Report (HRER), Management Plan, Programmatic Agreement, and Memorandum of Understanding. The County of Sacramento and the City of Elk Grove, in coordination with Caltrans, with funding administered through the FHWA, propose to extend Kammerer Road between Highway 99 and Interstate 5. Fourteen built environment cultural resources were recommended not eligible for inclusion in the National Register and California Register and one prehistoric archaeological resource was assumed eligible for purposes of the project. Consulting tribes were invited to be concurring parties on the Programmatic Agreement prepared for the project because they identified the prehistoric archaeological resource as a tribal cultural resource within the APE.
Principal Investigator, City of San Pablo – Rumrill Complete Streets Project, San Pablo The City, in coordination with Caltrans, as assigned by the FHWA, proposed the Rumrill Complete Streets Project.
This project required the preparation of an HPSR, ASR, and Extended Phase I Study to determine if the project has the potential to affect a prehistoric archaeological resource that is mapped within the APE. The HPSR concluded with a recommendation of no historic properties effected.
Principal Investigator, City of Sonoma – Chase Street Bridge Replacement Project, Sonoma The City, in coordination with Caltrans, as assigned by the FHWA, proposed the Chase Street Bridge Replacement Project. This project required the preparation of an HRER, which recommended two built environment resources not eligible for inclusion in the National Register, an ASR which identified geoarchaeological sensitivity, an Extended Phase I Study which resulted in no sensitivity for geoarchaeology, an APE map, and an HPSR.
Principal Investigator, City of Elk Grove – Old Town Elk Grove Streetscape Project, Elk Grove Managed a cultural resources subconsultant that prepared the ASR and HRER which identified sensitivity for tribal cultural resources and evaluated 12 built environment resources for inclusion in the National Register within and adjacent to the Elk Grove Historic District; authored the Extended Phase I Study which resulted in a finding of no historic properties affected. The City of Elk Grove, in coordination with Caltrans, with funding administered through the FHWA, proposes a streetscape project along Elk Grove Boulevard.
Principal Investigator, Caltrans – North County Corridor New State Route 108 Project, Stanislaus County Directed the preparation of the HRER which evaluated 141 properties, recommended 4 eligible for inclusion in the National Register and 137 properties not eligible for inclusion. The North County Corridor Transportation Expressway Authority, in conjunction with Caltrans, as assigned by the FHWA, proposed the North County Corridor New State Route 108 project. The project will relocate the existing State Route 108, which currently runs through the cities of Riverbank and Oakdale, to the south and would increase roadway capacity to accommodate existing and future traffic volumes.
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
EDUCATION
MHP, Historic Preservation,
University of Southern
California, Los Angeles
Graduate Certificate Program,
Architecture & Urbanism,
University of Southern
California, Los Angeles
BA, European History,
University of California,
Santa Cruz
CERTIFICATIONS/
REGISTRATIONS
Meets and exceeds
requirements in the Secretary
of the Interior’s Professional
Qualification Standards in
Architectural History and
History
YEARS OF
EXPERIENCE
12 Steven Treffers
Architectural Historian
Steven Treffers is a senior architectural historian with Rincon’s Cultural Resources Group with 13 years of experience. A native of the San Francisco Bay Area, he received his Bachelor of Arts in History at the University of California, Santa Cruz prior to pursuing a Master’s in historic preservation from the University of Southern California, School of Architecture. He meets and exceeds the Secretary of the Interior’s Professional Qualification Standards for History and Architectural History and has a wide range of experience with projects requiring historic resources compliance with Section 106 of the National Historic Preservation Act, California Environmental Quality Act, and local ordinances. In addition to his direct experience with bridge improvement projects, Steven has been involved in a number of projects in the San Francisco and Monterey Bay areas. For these efforts, Steven has managed and conducted historic resource surveys, and coordinated directly with state and local agencies. Both professionally and as a former commissioner on the South Pasadena Cultural Heritage Commission, Steven has also worked closely with design teams on projects involving alterations to historic resources to ensure compliance with SOI Standards and applicable design guidelines. As a result, he has extensive experience identifying character-defining features, reviewing architectural drawings, and collaborating with local governments, stakeholders, architects, and engineers to meet project objectives while retaining those elements that convey the reason for a historic resource’s significance.
SELECT PROJECT EXPERIENCE
Senior Architectural Historian, Monterey Peninsula Regional Park District – Palo Corona Regional Park General Development IS-MND, Monterey County Rincon is preparing an IS-MND for the Palo Corona Regional Park. The facility measures approximately 4,500 acres and includes mainly open space extending south from the Carmel River toward Big Sur and connecting to existing open space and park areas including Point Lobos Ranch and State Reserve, Garrapata State Park, Santa Lucia Preserve, Mitteldorf Preserve, and Joshua Creek Ecological Preserve. Steven coordinated and prepared the historical technical studies in support of the IS-MND.
Architectural Historian, Monterey Regional Airport – Historic Resources Survey Report, Monterey
Drawing on archival research, site investigations, and survey for the Monterey Regional Airport, Steven authored the survey report and led documentation efforts in support of CEQA environmental review.
Architectural Historian, San Lorenzo River Railroad Trestle Bridge – Monterey Bay Sanctuary Scenic Trail Widening Project, Santa Cruz Architectural Historian for the project, completing a historic resources evaluation of an early twentieth century railroad bridge and a Secretary of the Interior’s Standards compliance review.
Steven Treffers, Page 2
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
Architectural Historian, Santa Cruz County Regional Transportation Commission – North Coast Rail Trail EIR, Santa Cruz County
The North Coast Rail Trail Project is a 7.5-mile Class 1 multi-use trail proposed to extend along an existing railroad corridor from Wilder Ranch State Park on the south to Davenport on the north in unincorporated Santa Cruz County.
Rincon teamed with Harris + Associates to prepare an EIR that analyzed two alternatives at an equal level of detail:
the Proposed Project, which would place the trail on the coastal side of the railroad tracks; and Alternative 1 (Trail Only), which would remove the railroadtracks and replace them with a trail. Steven oversaw and contributed to the historical technical studies portion of the EIR and responded to comments to the EIR.
Architectural Historian, City of Santa Cruz – Rail Trail Segment 8 RR Trestle Bridge, Santa Cruz Rincon prepared environmental review for the Rail Trail Segment 8 Trestle Bridge Project in located in the City of Santa Cruz. In addition to providing technical support for the Initial Study-Mitigated Negative Declaration (IS-MND) for geology, hazards, traffic, and tribal cultural resources. Steven prepared a historic design review of the Monterey Bay Sanctuary Scenic Trail (MBSST) Rail Trail Segment 8 San Lorenzo River Railroad Trestle Bridge for a Trail Widening Project located in Santa Cruz, California.
Architectural Historian, City of Merced – Initial Study for the Well 3 Tank Demolition Project, Merced Steven conducted a cultural resources study and prepared built environment resources sections of an Initial Study and Environmental Impact Report.
Architectural Historian, PGH Wong Engineering – California High Speed Rail Construction Package 1, Fresno to Merced Section, Fresno and Merced
Steven has provided ongoing built environment support, including peer reviews and impacts assessments to ensure compliance with CEQA and Section 106 through programmatic agreement documents.
Senior Architectural Historian/Project Manager, QK, Inc. – Cultural Resources Assessment Report for Creekside Development Project Tract No. 6164, Clovis
Steven served as the project manager and senior architectural historian for this historic resources assessment completed in support of Section 106 compliance for a residential development in Clovis, California. Steven oversaw the assessment which included archival research, the and reordination and evaluation of the subject property for federal, state, and local eligibility on Department of Parks and Recreation 523 forms, and preparation of a technical report summarizing the results. The findings ultimately received concurrence from the California State Historic Preservation Officer.
Architectural Historian, County of Fresno – Ashlan and Palm Intersection Improvements Project, Fresno County Steven recently completed cultural resources work for an intersection improvements project in Fresno County. The project is receiving Caltrans local assistance funding and required the preparation of an Archaeological Survey Report, Historical Resources Evaluation Report, and Historic Property Survey Report.
Senior Architectural Historian, Eureka City Schools – Jay Willard Gymnasium Project, Eureka The project involved the replacement of the Jay Willard Gymnasium at the Eureka High School campus. Constructed in 1949, the gymnasium had been previously found potentially eligible for historical resources eligibility. However, subsequent changes to the building and a later historical resources evaluation concluded the building no longer meet the definition of a historical resource under CEQA. Steven reviewed past documentation and prepared the historical resources analysis for the EIR.
Director/Senior Architectural Historian, County of Santa Clara Department of Parks and Recreation – Santa Clara County Parks Unused Structures Historic Resource Evaluations, Santa Clara County Steven served as the Director and Senior Architectural Historian for historical resource evaluations in support of CEQA documentation. The evaluations included the Stuart Ridge property and the McCreery Cottage at Joseph D.
Grant Park. Efforts included archival research, site visits, preparation of DPR 523 series forms, and historical resource evaluation memorandums. Rincon also provided a list of recommendations for the treatment of the McCreery Cottage, which specifically outlined how to properly mothball, per National Park Service guidance and best practices.
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
EDUCATION
MS, Environmental
Management, University of
San Francisco
BS, Environmental Science,
University of California, Davis
CERTIFICATIONS/
REGISTRATIONS
Certified Associate in Project
Management, Project
Management Institute.
(License No. 1658289)
AFFILIATIONS
Association of Environmental
Professionals, 2012 to
Present; San Francisco
Chapter Board Member
(2013 to 2016).
YEARS OF
EXPERIENCE
13 Alex Hunt
Director/Regulatory Specialist
Alex is a biologist and regulatory specialist who guides project proponents through California’s complex regulatory landscape, including conducting environmental review pursuant to CEQA/NEPA and negotiating state and federal permits. His project experience is wide-ranging and includes both large- and small-scale commuter and regional rail, roads and bridges, utilities, flood protection, habitat restoration, and regional parks. Prior to joining Rincon, Alex oversaw a team of environmental planners responsible for achieving environmental compliance for the Santa Clara Valley Water District’s capital projects, providing him insights into the processes in which agencies conduct business. He pursues a balanced approach to environmental review and regulatory permitting that seeks to identify ways to put a shovel in the ground quickly and cost-effectively while limiting environmental impacts. Projects that involve unique natural resources, and finding a way to preserve them while still attaining the project goals, are where his skills really shine.
SELECT PROJECT EXPERIENCE
Project Manager, Monterey County Department of Public Works – Palo Colorado Road Replacement at Rocky Creek, Big Sur
Following a devastating wildfire and subsequent wet rainy season, culverts crossing under Palo Colorado Road at Rocky Creek and Brandon Creek clogged with significant amounts of fire sediment and debris, causing the creeks to divert onto the road. As a result, a section of roadway was washed away, and vehicle access was cut off to over 60 homes. The project involved installation of a new box culvert on Rocky Creek, a metal pipe culvert on Brandon Creek, and paving of a 0.25-mile section of roadway. The box culvert used a natural bottom suitable for steelhead passage, whereas the old, elevated culvert presented a complete barrier to fish migration. Alex was responsible for obtaining environmental permits from the USACE, NMFS, USFWS, Water Board, and CDFW. He oversaw preparation of the permit applications and technical reports including the wetland delineation, biological assessment, and cultural resource report. Alex used his knowledge of the NMFS Restoration Center’s Programmatic Biological Opinion to expedite the Section 7 consultation with NMFS. Due to the disturbed conditions and substantial amounts of creek-side sediment buildup, there were disputes regarding the limits of waters of the U.S. and State that had important implications on the mitigation strategy. Alex collaborated with Harris engineers to use hydrological modeling to show the expected elevation of the ordinary high-water mark under various flow conditions.
He leveraged his knowledge of the USACE to request review by the USACE delineation expert to achieve a favorable outcome for the County.
Capital Improvements Project Oversight, Valley Water – Flood Protection, Water Utility, and Creek Stewardship Projects, Santa Clara County Alex oversaw the Capital Environmental Planning Team at Valley Water, which consisted of 12 planners responsible for environmental review and permitting for capital projects in the areas of flood protection, water utility, and stewardship. His role was to provide support to staff on complicated CEQA and regulatory issues as they arose, review deliverables, participate in key internal/external meetings, and communicate key issues to senior management. Key projects supported included:
Lower Penitencia Creek Flood Protection, Purified Water, Pipeline Maintenance Program, Pacheco and Santa Clara Conduit ROW Improvements, South County Recycled Water Pipeline Master Plan, Coyote Creek Flood Protection, Calabazas-San Tomas Aquino Creek Realignment, Snell Pipeline Inspection and Rehabilitation, Alex Hunt, Page 2
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
Almaden Valley Pipeline Inspection and Rehabilitation, Upper Guadalupe River Flood Protection, Saratoga Hazard Tree Removal and Restoration, San Francisco Bay Shoreline Protection, and CEQA compliance for Water Transfers.
Director-in-Charge, Transportation Agency of Monterey County – Fort Ord Regional Trail and Greenway, Canyon Del Rey/SR 218 Segment, Del Rey Oaks
The project includes the development of an accessible multi-use path for recreation and active transportation, connecting the cities of Seaside and Del Rey Oaks to open spaces, parks, the Frog Pond Wetland Preserve, and ultimately to Laguna Grande Regional Park and the Coastal Recreational Trail. Alex oversaw the preparation of biological reports and ultimately the acquisition of regulatory permits from the USACE, RWQCB, and CDFW. The project posed significant challenges in mitigation planning, and Alex coordinated with the design team and property owners to identify solutions that would support permit issuance, while not overburdening TAMC in mitigation requirements.
Director-in-Charge, City of Clovis – Herndon Avenue Road Widening Project, Clovis Alex is overseeing natural resources permitting with CDFW, RWQCB, USACE, and USFWS for a road widening along Herndon Avenue. The project improves the existing roadway to a 6-lane divided arterial between Temperance Avenue and Coventry Avenue which then transitions to a 4-lane divided arterial between Coventry Avenue and Locan Avenue, along with associated auxiliary improvements. The project was on hold for a few years and Alex has led reengagement with the design team and preparation of permit amendments to support design changes, most notably those affecting roadside wetlands. The project requires mitigation for wetland and vernal pool fairy shrimp and Alex is supporting the team in determining a mitigation strategy that simplifies the agency approval process and reduces costs.
Regulatory Specialist, City of Livermore – Stream Maintenance Program, Livermore The City of Livermore developed a Stream Maintenance Program (SMP) to provide an efficient and organized approach to stream maintenance, comply with all relevant environmental regulations, and maintain flood capacity while enhancing natural resources. The SMP describes management and maintenance activities that will occur in flood control channels and natural creeks within the SMP area and establishes programmatic guidance to conduct maintenance activities. Maintenance activities include bridge and culvert replacement and maintenance, bank stabilization, and vegetation management. Alex assisted in obtaining the programmatic permits from the USACE, Water Board, CDFW, and USFWS. During implementation, he prepared the first Annual Notice of Proposed Work to the regulatory agencies to allow various SMP activities to proceed at 14 locations throughout the City.
Project Manager/Regulatory Specialist, Peninsula Corridor JPB – Peninsula Corridor Electrification Project, San Francisco, San Mateo, and Santa Clara Counties
The project involved installation of electrification infrastructure (overhead contact system and supporting foundations) for 51 miles within the Caltrain corridor between San Francisco and San Jose. As project manager, Alex was responsible for supporting permitting efforts to obtain authorizations from the USACE, USFWS, RWQCB, CDFW, and BCDC. The project alignment intersected over 20 creeks via bridges and box culverts and impacted trackside wetlands, including tidal salt marsh, and riparian habitat. Alex supported preparation of the permit applications and led consultations with the resource agencies. Following permit issuance and during construction, Alex provided environmental oversight of the project’s compliance with the CEQA MMRP and permit conditions.
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
EDUCATION
BS, Wildlife Management,
Humboldt State University
CERTIFICATIONS/
REGISTRATIONS
First Aid CPR AED, American
Heart Association
Wetland Delineation, Richard
Chinn Environmental Training,
Inc.
40 Hour Hazardous Waste
Operations and Emergency
Response Certification
YEARS OF
EXPERIENCE
13 Samantha Kehr
Senior Biologist
Samantha is a Senior Biologist with 13 years of experience working in the San Francisco Bay Area and California’s Central Valley with special-status species.
Samantha has conducted special status species surveys, biological assessments, construction monitoring, and reporting for environmental compliance. She has served as the qualified biologist for several projects, including; flood control and BART development. Samantha has performed protocol level surveys as well as preconstruction clearance and monitoring for California red-legged frog (CRLF) and CTS, as well as general wildlife and pre-construction surveys. She has been authorized under project Biological Opinions to independently handle and relocate CRLF during project implementation. In total, she has over eight years of experience as a professional Biologist conducting a wide variety of field work. She has also authored Biological Resources Assessments, CEQA sections for Environmental Impact Reports, Mitigated Negative Declarations, and National Environmental Protection Act (NEPA) reporting, including Natural Environmental Studies (NES) and terrestrial and fisheries Biological assessments (BA).
SELECT PROJECT EXPERIENCE
Biologist, City of Salinas – John/Abbott Mixed Use Project IS-MND, Salinas Samantha conducted the background literature review and Phase I site survey for the John/Abbott Mixed Use project.
Biologist, City of Salinas - Salinas Airport Development Lease Project IS-MND, Salinas
Samantha conducted a reconnaissance site visit to document existing conditions and potential for biological resources within the project site, and identified a population of Congdon’s tarplant.
Biologist, Caltrans – Preliminary Environmental Analysis Report (PEAR) for South Salinas 101, Salinas
Samantha conducted the background literature review, reconnaissance site survey, and authored the biological resources section of the Preliminary Environmental Analysis Report (PEAR) for South Salinas 101. The project would convert Highway 101 from an expressway to a freeway in Monterey County between the City of Salinas to Chualar. The PEAR identified the type of future studies and environmental documentation that would be required to meet all CEQA and National Environmental Policy Act (NEPA) review.
Biologist, County of Monterey – Charolais Ranch Subdivision Environmental Impact Report, Prunedale
Samantha peer reviewed the applicant’s Biological Resources Assessment technical report and Forestry Management Plan, prepared the Biological Resources Section of the EIR, and conducted a field survey to confirm existing conditions and biological resources for the EIR for the Charolais Ranch Subdivision. The proposed project is a standard subdivision resulting in the creation of 27 parcels that will include 26 residential parcels and 3 separate open space areas. The project would require removal of 215 oak trees for road improvements. The project has the potential to impact federally listed plant species and may have impacts to waters of the state. The public review draft EIR is scheduled for release in April 2023.
Samantha Kehr, Page 2
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
Biologist, Carmel Area Wastewater District – Carmel Valley Manor Sewer Main Extension Project, Monterey County
Samantha authored a Biological Resources Assessment (BRA) and Biological section of the IS-MND. She conducted a survey and assessed the site for the capacity to support special status species and sensitive biological resources, such as the Carmel River and riparian corridor. The BRA assessed the potential for impacts and required mitigation.
The project involved extension of sewer service to the existing Carmel Valley Manor senior living facility. The Final IS-MND was adopted in September 2020; Rincon is currently preparing an IS-MND Addendum for the project to address proposed alignment modifications, including a small jurisdictional ditch.
Biologist, Transportation Agency for Monterey County – Fort Ord Regional Trail and Greenway Project EIR, Monterey County
Samantha authored a BRA and Biological section of the EIR, and an Natural Environmental Study (NES) in support of NEPA environmental review. The FORTAG project involves approximately 28 miles of new trails, covering coastal dunes, maritime oak woodlands, sage scrub, and wetland habitats. Rincon is currently preparing an NES Addendum for the project to address proposed alignment modifications, including additional impacts to jurisdictional areas.
Biologist, OHL North America – Highway 101 Seismic Retrofit and Bridge Widening Project, Monterey County Samantha prepared a Nesting Bird and Bat Exclusion Plan in accordance with Caltrans project requirements.
Provided biological support during exclusion device installation and maintenance Biologist, Caltrans – Larkspur Street at San Lorenzo River Bridge Replacement Project, Santa Cruz County Samantha prepared a Habitat Mitigation and Monitoring Plan (HMMP) in accordance with State law and Caltrans standard format requirements
Biologist, ICF International – State Route 25 at La Gloria Road Curve Correction Project, Monterey County Samantha monitored road construction as a California tiger salamander/Swainson’s hawk biologist.
Biologist, City of Seaside (subconsultant to Raimi & Associates) – Seaside 2040 General Plan Update EIR, Seaside
Rincon is part of a team authoring an update to the City of Seaside General Plan. Specifically, Rincon prepared draft Safety, Noise, and Conservation/Open Space Elements of the General Plan and assisted with preparation of the Parks and Recreation Element. As a coastal community, the updated General Plan guides the future of Seaside and its residents with respects to new land uses, economic opportunities, and safety concerns due to climate change and sea level rise. Rincon is entirely responsible for the General Plan EIR, for which Samantha was the primary author of the Biological Resources Assessment technical report, the Biological Resources Section of the EIR, and continues to support with updates to the Biological Resources section.
Biologist, City of Monterey – Storm Drainage System Maintenance Plan, Monterey Samantha prepared the Biological Resources Assessment technical report, the Biological Resources Section of the MND, and conducted field surveys to map vegetation communities and identify the potential for sensitive biological resources for the City of Monterey’s Storm Drainage Maintenance Plan. Samantha also assisted with the Jurisdictional Delineation and conducted preconstruction surveys prior to scheduled maintenance activities. The project was intended to remedy agency concerns associated with the City completing maintenance activities without proper regulatory permits or certifications. Work locations include 29 sites throughout the City.
Biologist, City of Marina – Downtown Vitalization Specific Plan Environmental Impact Report, Marina Samantha prepared the Biological Resources Assessment technical report, the Biological Resources Section of the CEQA Document, and conducted field surveys to map vegetation communities and identify the potential for sensitive biological resources for the Initial Study and Focused EIR for the Marina Downtown Vitalization Specific Plan. The proposed Specific Plan will guide the community’s vision for vitalization and enhancement within Marina’s 320-acre Downtown area, serving as a policy document and regulatory tool to guide development over a 20-year period.
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
EDUCATION
Masters of Environmental
Science and Management,
University of California,
Santa Barbara
BA, Psychology, minor in
Environmental Science,
University of Wisconsin,
Madison
YEARS OF
EXPERIENCE
14 Jon Montgomery
GIS Support/Mapping
Jon Montgomery oversees Rincon’s GIS department and specializes in data management, custom mapping tool development, spatial analysis, and graphics production. His expertise includes extensive ESRI software experience, field tool equipment management, python programming, Adobe product suite software, CAD, and open source solutions. Jon’s 14 years of GIS experience include working with regional and local government agencies, nonprofit organizations, and private firms to provide the highest quality analysis and products.
SELECT PROJECT EXPERIENCE
Lead GIS Analyst, Southern California Edison – Del Valle Substation Project, Los Angeles and Ventura County
Jon serves as the lead GIS Analyst for this multi-county utility design and construction project. He oversees the field data collection effort and applications deployment for a variety of survey efforts including nesting bird surveys, vegetation and waters mapping, and cultural resource surveys. Jon is responsible for project data management including review and QA/QC of all project data deliverables.
Lead GIS Analyst, Southern California Edison – Cal City 115kV Upgrade Project Substation Project, Kern and San Bernardino County
Jon serves as the lead GIS Analyst for this multi-county utility design and construction project. He oversees the field data collection effort and applications deployment for a variety of survey efforts including nesting bird surveys, vegetation and waters mapping, and cultural resource surveys. Jon is responsible for project data management including review and QA/QC of all project data deliverables.
Lead GIS Analyst, Southern California Edison – Santa Barbara County Reliability Project, Santa Barbara and Ventura Counties
Jon served as lead GIS Analyst for this multi-year linear utility construction biological monitoring project spanning over 30 miles. He managed the data needs for a team of dozens of field monitors, providing daily data updates, field collection tools, and training. He created GIS and data collection workflows that helped to streamline and increase efficiency across the project and stay on track with the multitude of weekly and monthly deliverables. Jon managed the engineering, construction, civil design, biological, and cultural datasets for this project, keeping all data up to date within detailed schema and metadata requirements. He was in charge of creating all project deliverable graphics and developed customized templates to serve the project needs including several detailed mapbooks spanning the 30 miles of the project area.
GIS Analyst, SoCalGas – Pipeline Safety Enhancement Plan, Santa Barbara, Ventura, and Los Angeles Counties
Jon served as one of the lead GIS Analyst for this ongoing program since 2016, covering dozens of project sites across Southern California. Using Python and ModelBuilder, Jon developed several custom tools that have streamlined project workflows, including an initial project assessment tool that highlights all environmental concerns and hazards in a project’s vicinity to help with the jump start a project’s analysis. Jon created this program’s figure templates and has created figures for dozens of the program’s projects each year.
Jon Montgomery, Page 2
Rincon Consultants, Inc.
Environmental Scientists · Planners · Engineers
GIS Analyst, City of Long Beach – Solar Site Suitability GIS Analysis, Long Beach Gathered environmental, socio-economic, and energy related datasets to inform a site selection model. Created a survey to get weighting and scoring inputs from stakeholder groups. Developed a suitability model that scored parcels on solar development potential from survey and constraint factors to assist the City’s Community Choice Aggregation efforts.
GIS Analyst, California High-Speed Train – Merced to Fresno Section Permitting Phase 1, Various Counties/Cities, California
Created a variety of figures to accompany permit reports, web map creation for internal staff use, monthly data deliverables to agencies.
Lead GIS Analyst, Caltrans District 7 (CH2M/Jacobs) – SR-210 Sn Gabriel River Bridge Rehabilitation, Duerte Jon served as the GIS Lead for the SR-210 San Gabriel River Bridge Rehabilitation task order of the Caltrans District 7 On-Call Environmental Generalist Services contract. He coordinated GPS field equipment, GIS data analysis, and graphic creation. Rincon is part of the team under contract with Caltrans to perform professional and technical services required for Environmental Generalist Services on an “as-needed” basis to support Caltrans District 7 in the development and construction of proposed transportation facilities.
GIS Analyst, United Water Conservation District – Multiple Species Habitat Conservation Plan, Ventura County Jon served as lead GIS Analyst for this project which entailed gathering and documenting data from a variety of sources, discussing data and graphical needs with the client, and producing the dozens of figures to accompany a reworked habitat conservation plan highlighting select species of concern.
Lead GIS Analyst, County of Santa Barbara – Natural and Working Lands Inventory, Santa Barbara County Jon served as lead GIS Analyst for this county wide natural and working lands inventory. This involved compiling and developing a wide variety of regional and local datasets. Extensive mapping and data creation to run the Department of Conservation’s TerraCount tool to model different land use scenarios effect on carbon sequestration values. Data analysis included urban forestry modeling using i-tree canopy and custom land cover classification using LANDFIRE and NLCD.
TECHNICAL SKILLS
• ArcGIS Desktop
• ArcGIS Pro
• ArcGIS Online
• Collector for ArcGIS
• Spatial Analyst Extension
• ModelBuilder
• QGIS
• Google Earth
• GPS (Trimble/Garmin)
• Pathfinder
• TerraSync
• CarryMaps
• Adobe Illustrator
• Adobe Photoshop
• AutoCAD
• Python
• R/R Studio
• HTML, CSS, JavaScript
City of Salinas TRTP95015.2024
RFQ for Project Management, Environmental Services,
Construction Management, and Inspection Services for Multiple Public Facilities Improvement Projects
Frederik Venter, P.E.
VMT/Traffic Analysis
Frederik has 33 years of experience as a
transportation planner, civil engineer, and traffic
engineer. He is currently registered as a
Professional Civil Engineer in California and has been involved in several major transportation and traffic engineering studies, throughout California. Frederik is currently working with several agencies on establishing their VMT thresholds per SB 743 Guidelines. In addition, he is working on several development projects when VMT analysis with LOS analysis is required. Frederik understands the needs of both the industry and local agencies with regards to SB 743 requirements, its challenges, and solutions.
Frederik is currently on the Caltrans Review Panel for their VMT guidance. Frederik is also serving on the Statewide ITE group for reviewing SB 743.
RELEVANT EXPERIENCE
Fresno COG, VMT Fee-Based Mitigation Banking Program, Fresno County, CA – Principal-in-Charge County of Santa Cruz, Regional VMT Mitigation Program, Santa Cruz County, CA – Principal-in-Charge Santa Cruz County/City of Capitola/City of Santa Cruz/City of Watsonville/City of Scott’s Valley, SB743 Implementation Plan, Santa Cruz County, CA – Principal-in-Charge
TAMC, SB 743 Implementation Plan, Monterey County, CA – Principal-in-Charge City of Monterey, Vehicle Miles Traveled (VMT) Assessment and Mitigation Strategies for General Plan Implementation, Monterey, CA – Project Manager
City of Tracy, Transportation Impact Fee, SB 743 Implementation Program, and VMT Fee-Based Mitigation Bank, Tracy, CA – Project Manager
City of Salinas, SB 743 Implementation and VMT Fee-Based Mitigation Banking Program, Salinas, CA – Project Manager City of Watsonville, SB 743 Implementation and VMT Fee-Based Banking Program, Watsonville, CA – Project Manager City of Monterey, VMT Assessment and Mitigation Strategies for General Plan Implementation, Monterey, CA – Project Manager
TAMC Commuter Rail Branch Line to Monterey County, Monterey and Santa Clara Count, CA – Project Engineer Tulare County Association of Governments, Regional Transportation Impact Fee Study, Tulare County, CA – Project Manager Fremont Traffic Impact Fee (TIF) Program, Fremont, CA – Project Manager City of Monterey, North Fremont Street Bike and Pedestrian Access, and Safety Improvements, Monterey, CA – QC/QA Reviewer
City of Marina, Imjin Parkway Widening Project, Marina, CA – QC/QA Reviewer
EDUCATION
• Master of Science, Urban
Engineering, University of Pretoria,
South Africa
• Bachelor of Science, Transportation
Engineering, University of Pretoria,
South Africa
• Bachelor of Science, Civil
Engineering, University of Pretoria,
South Africa
CERTIFICATIONS/REGISTRATIONS
• Professional Engineer #64621, CA
• Institute of Transportation Engineers
(ITE), Member
• American Public Works Association
(APWA), Member
City of Salinas TRTP95015.2024
RFQ for Project Management, Environmental Services,
Construction Management, and Inspection Services for Multiple Public Facilities Improvement Projects
Mike Schmitt, AICP, CTP, PTP, RSP1
VMT/Traffic Analysis
Mike has worked on a wide variety of multimodal
transportation projects during his 30-year career,
including those with a significant focus on
VMT/GHG reduction. He has authored National Academies research on infill trip generation, supported the development of ITE’s informational report on VMT, written abstracts/articles on VMT reduction, been on expert panels on VMT/GHG reduction, and written White Papers on VMT mitigation used by agencies to secure grant funding. Mike has presented to dozens of agencies and professional groups on VMT throughout the United States and is also the visionary behind Kimley-Horn’s cloud-based sustainable transportation solutions, TREDLite™ VMT and TREDLite™ EV. Mike’s broader technical experience includes multimodal planning, macro/micro modeling, land use planning, GIS, traffic operations, safety, public involvement, and research.
RELEVANT EXPERIENCE
Fresno COG, VMT Fee-Based Mitigation Banking Program, Fresno County, CA – Project Manager County of Santa Cruz, Regional VMT Mitigation Program, Santa Cruz County, CA – Project Manager County of Riverside, SB 743 Implementation Plan, Riverside County, CA – Project Manager StanCOG, RTP/SCS with Regional VMT Bank Element, Stanislaus County, CA – Project Manager County of Santa Cruz/Cities of Capitola, Santa Cruz, Watsonville, and Scott’s Valley, SB 743 Implementation Plan, Santa Cruz County, CA – Project Manager
Transportation Agency for Monterey County (TAMC), SB 743 Implementation Plan, Monterey County, CA – Project Manager City of Pasadena, VMT Mitigation Calculator Tool, Pasadena, CA – Project Manager City of Tracy, Transportation Impact Fee, SB 743 Implementation Program, and VMT Fee-Based Mitigation Bank, Tracy, CA – Senior Planner
City of Salinas, SB 743 Implementation and VMT Fee-Based Mitigation Banking Program, Salinas, CA – Senior Planner City of Watsonville, SB 743 Implementation and VMT Fee-Based Banking Program, Watsonville, CA – Senior Planner City of Monterey, VMT Assessment and Mitigation Strategies for General Plan Implementation, Monterey, CA – Senior Planner Tri-Valley Transportation Council (TVTC), Transportation Impact Fee Program Update, Tri-Valley, CA – Project Manager County of El Dorado, Transportation Impact Mitigation Fee Update, El Dorado County, CA – Project Manager
EDUCATION
• Master of Science, Planning,
University of Arizona
• Bachelor of Science, Regional
Development, University of Arizona
CERTIFICATIONS/REGISTRATIONS
• American Institute of Certified
Planners Certified Transportation
Planner (AICP CTP)
• Professional Transportation Planner
(PTP)
• Road Safety Professional 1 (RSP1)
#185
• American Planning Association
(APA), Member
• American Council of Engineering
Companies (ACEC), Member
• Institute of Transportation Engineers
(ITE), Member
City of Salinas TRTP95015.2024
RFQ for Project Management, Environmental Services,
Construction Management, and Inspection Services for Multiple Public Facilities Improvement Projects
Ali Mustafa, EIT, PTP, RSP1
VMT/Traffic Analysis
Ali has a professional background in
engineering consulting that spans a wide array
of projects for private developers and public
agencies in California. With double Masters
degree in Transportation Engineering and with more than 26 years of transportation planning and traffic engineering experience, Ali has worked extensively on traffic impact studies/environmental impact reports (EIR's), general plans / specific plans, parking studies, transportation management plans, neighborhood traffic management plans, and planning/design of major sports facilities.
RELEVANT EXPERIENCE
City of Monterey, Vehicle Miles Traveled (VMT) Assessment and Mitigation Strategies for General Plan Implementation, Monterey, CA – Project Engineer, Point Contact
Placeworks, Hollister Circulation/VMT, Hollister, CA — Project Engineer, Point Contact Quick Quack Car Wash, Transportation Study/VMT, San Diego, CA — Project Manager Santa Clara Valley Transportation Authority (SCVTA), Cinnabar Grade Crossing, San Jose, CA – Project Planner County of Santa Cruz, Countywide Speed Study, Santa Cruz County, CA – Project Manager County of Santa Cruz, Engineering and Traffic Survey Report, Santa Cruz County, CA – Project Manager County of Santa Cruz, Countywide Traffic Data, Santa Cruz County, CA – Project Manager City of Salinas, Salinas GP Transportation, Salinas, CA – Project Role City of Azusa, General Plan, Azusa, CA – Project Engineer City of Ontario, General Plan Update Phase 1 Study, Ontario, CA – Project Engineer City of South Gate, General Plan Update, South Gate, CA – Project Engineer City of El Monte, General Plan, El Monte, CA – Project Engineer City of Hollister, Speed Cushion Policy and Procedure, Hollister, CA – Project Engineer County of Santa Cruz, General Plan Update, Santa Cruz County, CA – Project Engineer City of Hercules, Transportation Planning and Engineering Services for Integrated Mobility Plan, Hercules, CA – Analyst Gilead Sciences, Traffic Engineering Services for Master Plan, Foster City, CA – Analyst Fresno COG Regional Public Transportation Infrastructure Study (PTIS) (Phase 2 Very Small Starts BRT Element), Fresno, CA – Analyst
EDUCATION
• Master of Science, Transportation
Engineering, Illinois Institute of
Technology
• Master of Science, Transportation
Engineering, Regional Engineering
College, India
• Bachelor of Engineering, Civil
Engineering, Osmania University,
A.P., India
CERTIFICATIONS/REGISTRATIONS
• Road Safety Professional 1 (RSP1)
#887, WA
Appendix B
Proof of Insurance
Appendix C
Addendum
ADDENDUM NO. 1
DATE: May 2, 2024
TO: Potential Responders to Request for Qualifications
FROM: Francisco Brambila, Acting Planning Manager
RE: Request for Qualifications for On-Call Project Management, Environmental Services, Construction Management, and Inspection Services This Addendum answers questions e-mailed to [email protected] and submitted to the City through PlanetBids.
Questions and Answers:
1. We attempted to download the files from your planet bids page, however the documents tab is empty. May we have a copy of the RFP for On-Call Project Management, Environmental Services, Construction Management, and Inspection Services please?
Answer: Yes, on April 19, 2024, the City uploaded two PDFs within PlanetBids in response to this question. One PDF contained the On-Call Project Management, Environmental Services, Construction Management, and Inspection Services RFQ and the second PDF contained a template of the City’s Agreement for Professional Services.
2. The RFQ states to include biographies or resumes of each team member in section
2. Firm Experience and Qualifications. Can we include the resumes for the team in an Appendix?
Answer: Yes, potential responders to the RFQ can add their team’s biographies or resumes as an appendix and/or attachment within their proposal.
3. We would like to clarify if we can submit our package specific to areas of Focus 1 & 3 (Project Management & Construction Management) if possible or if the City is seeking only proposals containing all 4 Focus Areas in one submission.
Answer: The City invites submissions for one or all the services detailed in the RFQ.
These submissions may target multiple Focus Areas or concentrate on a single Focus Area, as determined by the applicant's discretion.
END OF ADDENDUM
Megan Jones, Principal
Carlsbad
2215 Faraday Avenue
Suite A
Carlsbad, California 92008
760-918-9444
Fresno
7080 North Whitney Avenue
Suite 101
Fresno, California 93720
559-228-9925
Los Angeles
250 East 1st Street
Suite 1400
Los Angeles, California 90012
213-788-4842
Monterey
80 Garden Court
Suite 240
Monterey, California 93940
831-333-0310
Oakland
449 15th Street
Suite 303
Oakland, California 94612
510-834-4455
Palm Springs
777 East Tahquitz Canyon Way
Suite 200-127
Palm Springs, California 92262
760-203-5120
Riverside
11801 Pierce Street
Suite 200
Riverside, California 92505
951-405-0979
Sacramento
4825 J Street
Suite 200
Sacramento, California 95819
916-706-1374
San Diego
8825 Aero Drive
Suite 120
San Diego, California 92123
760-918-9444
San José
99 South Almaden Boulevard
San José, California 95113
408-577-3008
San Luis Obispo
1530 Monterey Street
Suite D
San Luis Obispo, California 93401
805-547-0900
Santa Barbara
319 East Carrillo Street
Suite 105
Santa Barbara, California 93101
805-319-4092
Ventura (headquarters)
180 North Ashwood Avenue
Ventura, California 93003
805-644-4455
Office Locations
Form: Professional Services Agreement v. October 2023 Page 1 of 16 Epicus Group
June 2024
MASTER SERVICE AGREEMENT
FOR PROFESSIONAL SERVICES
BETWEEN
THE CITY OF SALINAS AND EPICUS
GROUP
DRAFT
Form: Professional Services Agreement v. October 2023 Page 2 of 16 Epicus Group
June 2024
Contents
RECITALS ..................................................................................................................................... 4 TERMS ........................................................................................................................................... 4
1. Scope of Service. ................................................................................................................. 4
2. Term; Completion Schedule. ............................................................................................... 4
3. Compensation. ..................................................................................................................... 4
4. Billing. ................................................................................................................................. 4
5. Meet & Confer. .................................................................................................................... 5
6. Additional Copies................................................................................................................. 5
7. Responsibility of Consultant................................................................................................ 5
8. Responsibility of City. ......................................................................................................... 5
9. Acceptance of Work Not a Release. .................................................................................... 6
10. Indemnification and Hold Harmless. ................................................................................... 6
11. Insurance.............................................................................................................................. 6
12. Access to Records................................................................................................................ 6
13. Non-Assignability................................................................................................................ 6
14. Changes to Scope of Work. ................................................................................................. 7
15. Ownership of Documents. ................................................................................................... 7
16. Termination.......................................................................................................................... 7
17. Compliance with Laws, Rules, and Regulations. ................................................................ 8
18. Exhibits Incorporated........................................................................................................... 8
19. Independent Contractor........................................................................................................ 8
20. Integration and Entire Agreement........................................................................................ 8
21. Jurisdiction and Venue......................................................................................................... 8
22. Severability .......................................................................................................................... 9
23. Notices. ................................................................................................................................ 9
24. Nondiscrimination................................................................................................................ 9
25. Conflict of Interest. ............................................................................................................ 10
26. Headings. ........................................................................................................................... 10
27. Attorneys’ Fees.................................................................................................................. 10
28. Non-Exclusive Agreement................................................................................................. 10
29. Rights and Obligations Under Agreement......................................................................... 10
30. Licenses.............................................................................................................................. 10
31. Counterparts....................................................................................................................... 10 DRAFT
Form: Professional Services Agreement v. October 2023 Page 3 of 16 Epicus Group
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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 DRAFT
Form: Professional Services Agreement v. October 2023 Page 4 of 16 Epicus Group
June 2024
MASTER SERVICES AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN
THE CITY OF SALINAS AND EPICUS GROUP
This Master Service Agreement for Professional Services (the “Agreement” and/or “Contract”) is made and entered into this 18th day of June 2024, between the City of Salinas, a California Charter city and municipal corporation (hereinafter “City”), and Epicus Group, a California corporation (hereinafter “Consultant”).
RECITALS
WHEREAS, Consultant represents that he, she, or it is specially trained, experienced, and competent to perform the special services which will be required by this Agreement; and WHEREAS, Consultant is willing to render such professional services, as hereinafter defined, on the following terms and conditions.
NOW, THEREFORE, City and Consultant agree as follows:
TERMS
1. Scope of Service. It is understood by the City and Consultant that Consultants performs or secures the performance of Project Management, Construction Management, and Inspection Services, and related services for the City on an on-going basis. On each occasion Consultant performs services for the City, Consultant shall advise the City in writing of the scope of services to be provided and the cost of, and estimated time to perform services. Consultant shall not proceed to perform any such service until City and Consultant have established a project cost, a completion schedule and a time period for performance, and the City has given its written authorization to perform. Written approval for performance and compensation may be granted by the Community Development Department, Housing Division Planning Manager.
2. Term; Completion Schedule. This Agreement shall commence on June 18, 2024, and shall terminate on June 17, 2027, unless extended in writing by either party upon (30) days written notice. This Agreement may be extended only upon mutual written consent of the parties and may be terminated only pursuant to the terms of this Agreement.
3. Compensation. City hereby agrees to pay Consultant for services rendered the City pursuant to this Agreement on a time and materials basis according to the rates of compensation as set forth in Exhibit B. The Master Services Agreement for Professional Services will be for a not to exceed amount of three hundred thousand ($300,000).
4. Billing. Consultant shall submit to City an itemized invoice, prepared in a form satisfactory to City, describing its services and costs for the period covered by the invoice. Except as specifically authorized by City, Consultant shall not bill City for duplicate services performed DRAFT
Form: Professional Services Agreement v. October 2023 Page 5 of 16 Epicus Group
June 2024
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 to process any payment to Consultant until thirty (30) days after a correct and complying invoice has 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 Agreement 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
Form: Professional Services Agreement v. October 2023 Page 6 of 16 Epicus Group
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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 materials, 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 omission of the Consultant, 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 Consultant’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 without 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 expenses shall exceed amounts otherwise due and payable to Consultant hereunder, Consultant shall pay City the full amount of such expense.
(C) In the event that this Agreement is terminated by City for any reason, Consultant shall:
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(1) Upon receipt of written notice of such termination promptly cease all services on this project, unless otherwise directed by City; and (2) Deliver to City all documents, data, reports, summaries, correspondence, photographs, computer software output, video and audio tapes, and any other materials provided to Consultant or prepared by or for Consultant or the City in connection with this Agreement. Such material is to be delivered to City in completed form; however, notwithstanding the provisions of Section 15 herein, City may condition payment for services rendered to the date of termination upon Consultant’s delivery to the City of such material.
(D) In the event that this Agreement is terminated by City for any reason, City is hereby expressly permitted to assume the projects and complete them by any means, including but not limited to, an agreement with another party.
(E) The rights and remedy of the City and Consultant provided under this Section are not exclusive and are in addition to any other rights and remedies provided by law or appearing in any other section of this Agreement.
17. Compliance with Laws, Rules, and Regulations. Services performed by Consultant pursuant to this Agreement shall be performed in accordance and full compliance with all applicable federal, state, and City laws and any rules or regulations promulgated thereunder.
18. Exhibits Incorporated. All exhibits referred to in this Agreement and attached to it are hereby incorporated in it by this reference. In the event there is a conflict between any of the terms of this Agreement and any of the terms of any exhibit to the Agreement, the terms of the Agreement shall control the respective duties and liabilities of the parties.
19. Independent Contractor. It is expressly understood and agreed by both parties that Consultant, while engaged in carrying out and complying with any of the terms and conditions of this Agreement, is an independent contractor and not an employee of the City. Consultant expressly warrants not to represent, at any time or in any manner, that Consultant is an employee or servant of the City.
20. Integration and Entire Agreement. This Agreement represents the entire understanding of City and Consultant as to those matters contained herein. No prior oral or written understanding shall be of any force or effect with respect to those matters contained herein. This Agreement may not be modified or altered except by amendment in writing signed by both parties.
21. Jurisdiction and Venue. This Agreement shall be governed by and construed in accordance with the laws of the State of California, County of Monterey, and City of Salinas.
Jurisdiction of litigation arising from this Agreement shall be in the State of California, in the County of Monterey or in the appropriate federal court with jurisdiction over the matter.
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22. Severability. If any part of this Agreement is found to be in conflict with applicable laws, such part shall be inoperative, null and void insofar as it is in conflict with said laws, but the remainder of the Agreement shall continue to be in full force and effect.
23. Notices.
(A) Written notices to the City hereunder shall, until further notice by City, be addressed to:
City Manager
City of Salinas
200 Lincoln Avenue
Salinas, California 93901
With a copy to:
City Attorney
City of Salinas
200 Lincoln Avenue
Salinas, California 93901
(B) Written notices to the Consultant shall, until further notice by the Consultant, be addressed to:
Ron España, Principal
Epicus Group
12647 Alcosta Boulevard, Suite #360
San Ramon, CA 94583
925-437-9900
[email protected]
(C) The execution of any such notices by the City Manager shall be effective as to Consultant as if it were by resolution or order of the City Council, and Consultant shall not question the authority of the City Manager to execute any such notice. (D) All such notices shall either be delivered personally to the other party’s designee named above, or shall be deposited in the United States Mail, properly addressed as aforesaid, postage fully prepaid, and shall be effective the day following such deposit in the mail.
24. Nondiscrimination. During the performance of this Agreement, Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, ancestry, creed, sex, national origin, familial status, sexual orientation, age (over 40 years) or 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 violation 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 Political 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. Neither 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 or drafting the Agreement, or any part thereof, shall be applicable or invoked.
34. Warranty of Authority. Each party represents and warrants that it has the right, power, and authority to enter into this Agreement. Each party further represents and warrants that it has given any and all notices, and obtained any and all consents, powers, and authorities, necessary to permit it, and the persons entering into this Agreement for it, to enter into this Agreement.
35. No Waiver of Rights. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver or a waiver of a subsequent breach of the same or any other provision of this Agreement. The failure to provide notice of any breach of this Agreement or failure to comply with any of the terms of this Agreement shall not constitute a waiver thereof.
Failure on the part of either party to enforce any provision of this Agreement shall not be construed as a waiver of the right to compel enforcement of such provision or any other provision. A waiver by the City of any one or more of the conditions of performance under this Agreement shall not be construed as waiver(s) of any other condition of performance under this Agreement.
IN WITNESS WHEREOF, the parties hereto have made and executed this Agreement on the date first written above.
CITY OF SALINAS
____________________________
René Mendez
City Manager
APPROVED AS TO FORM:
_________________________
□ Christopher A. Callihan, City Attorney, or
□ Rhonda Combs, Assistant City Attorney
CONSULTANT
___________________________________
By: Ron Espana
Its: Principal
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Exhibit A - Insurance Requirements
Insurance Requirements
Consultant shall procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damage to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Consultant, his agents, representatives, employees, or subcontractors. With respect to General Liability and Professional Liability, coverage should be maintained for a minimum of five (5) years after Agreement completion.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
(A)Commercial General Liability (“CGL”): Insurance 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 Consultant has no owned autos, hired and non-owned, with limits 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 Date prior to the Agreement effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of Agreement work.
4. A copy of the claims reporting requirements must be submitted to the City for review.
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Verification of Coverage
Consultant shall furnish the City with original certificates and amendatory endorsements or copies of the applicable insurance language effecting coverage required by this Agreement. All certificates and endorsements are to be received and approved by the City before work commences.
However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
Subcontractors
Consultant shall require and verify that all sub-consultants and/or subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that Entity is an additional insured on insurance required from such sub-consultants and/or subcontractors.
Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
Maintenance of Insurance
Maintenance of insurance by Consultant as specified shall in no way be interpreted as relieving Consultant of its indemnification obligations or any responsibility whatsoever and the Consultant may carry, at its own expense, such additional insurance as it deems necessary.
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Exhibit B - Fee Schedule
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City of Salinas
65 West Alisal Street
Salinas, CA 93901
Project Management, Construction
Management and Inspection Services for
Multiple Public Facilities Improvement Projects
May 10, 2024
Francisco Brambila, Acting Housing Planning Manager
Community Development Department
City of Salinas
65 West Alisal Street
Salinas, CA 93901
Re: Request for Qualifications for Project Management, Environmental Services, Construction Management and Inspection Services for Multiple Public Facilities Improvement Projects Dear Mr. Brambila:
The City of Salinas (City) benefits from a trusted Project Management, Construction Management and Inspection team offering comprehensive, integrated expertise to successfully plan and deliver the variety of your facilities improvement projects, as well as readily available key individuals dedicated to providing superior services. Epicus Group LLC (Epicus) provides a unique solution to meet the specific City needs, offering the local experience and resource depth as a responsive and complementary extension of your staff. We are pleased to present our qualifications for Focus Areas 1, 3 and 4.
A TRUSTED PARTNER OFFERING A SUPERIOR TEAM AND APPROACH TO OPTIMIZE THE CITY
PROGRAM
The Epicus team offers a seamless integration with the City, focused on your vision to provide the greatest overall value return of your facilities improvement project investments to the community.
Our team has been specifically assembled to quickly respond to the City project needs, for either short or long term assignments, possessing the comprehensive and diverse project and construction management expertise needed for the various planned projects. Serving as an extension of City staff to ensure effective and efficient planning and delivery of the facilities improvement projects, Epicus provides unique benefits:
Specialized and Diverse Team Members: Having served as project and construction managers on projects exceeding $1B in total value over the last 20 years, Epicus understands that the success of the City’s facilities improvement projects relies on the knowledge and capabilities of the individual project team members. Our team provides the specialized expertise needed for the variety of planned City projects, as well as diverse project execution knowledge having served in crossfunctional roles as Owners, PM/CM’s, engineers, architects and contractors. Epicus is also proudly certified as a Minority Business, Disabled Veteran Business and Small Business Enterprise, and is further reflected in our proposed team to the City.
Leverage Outstanding Project Performance: Public works projects are Epicus’ core business, as well as the career focus of our proposed team members. The experience and lessons-learned gained from our public projects demonstrates an in-depth understanding of the critical performance and regulatory requirements of public agencies and is integral to our team and approach to the City. We understand the fiduciary and political responsibility of public agencies to effectively deliver challenging projects, are well versed in California’s Public Contract Code and PLA’s, as well as federal and state environmental guidelines and requirements. We will meld our 12647 Alcosta Blvd #360, San Ramon, CA 94583
888 West E Street, San Diego, CA 92101
personnel, expertise and methodologies to achieve a seamless integration with the City culture and processes. We understand that the City facilities improvement projects includes public agency stakeholders, utilities, commercial interests and the public at large. Outreach, public forums, consensus-building, trade-offs, discretion and political sensitivity are always part of this landscape – a landscape in which we have personally and institutionally performed successfully for many years.
Project Planning, Lean Construction and Brilliant at the Basics: Based on our expertise planning and implementing similar multi-year facilities improvement projects, we’ll assist the City with developing the optimal project prioritization and implementation strategy. This effort establishes the framework for the City facilities improvement program, the necessary foundation to achieve downstream results of project implementation efficiencies, optimal capital investment return and operational expense reduction. Besides the basics of diligently managing project cost and schedules, our lean construction management practices and expertise provides an opportunity to enhance the City’s current construction and inspection processes and procedures in an effort to identify value, eliminate waste and increase efficiency. As a new partner offering a fresh perspective, the Epicus team benefits your projects by delivering reduced costs, improved schedules, increased quality and overall risk reduction.
Projects Delivered in a True Spirit of Collaboration: Epicus’ culture is based on partnering, teamwork and communication; these behaviors are engrained within our team, serving as the basis of our project management, construction management and inspection approach. A core role of each of our team members is to facilitate communication – identifying issues, finding commonality, and building consensus. Further, our successful integration as the City’s extension of staff relies on trust gained from achieving commitments, delivering results and exhibiting collaboration with City stakeholders, agencies, utilities, the community, design teams and the selected contractors. The City benefits from predictable results, improved return on investment value and satisfied stakeholders.
We commit to the City that we’ll solely represent your needs and interests, augmenting the City’s staff and acting as your trusted representative through all stages of planning, design and construction. Our proposed team of qualified professionals provides all necessary technical and managerial services as needed, when needed. There will be no idle or overhead personnel billed to the City, ensuring we provide you with the most practical and cost-efficient arrangement for the facilities improvement projects. We have the ability to adjust quickly and flexibly to any of your facilities improvement project needs and requirements, providing experienced personnel and effective staffing solutions custom-tailored to the City.
Epicus concurs with the provisions of the City’s standard contract as attached to the RFQ, and I am able to commit our firm to a contract. I also confirm that Epicus has the availability and time to dedicate personnel and resources necessary to provide on-call services.
We appreciate the opportunity to be of service to you, and our team is committed and ready to begin immediately. On behalf of the entire Epicus team, we look forward to further discussing our capabilities and your projects in person. Please feel free to contact me for any items pertaining to our RFQ response.
Sincerely,
Ron Espana
Principal
[email protected]
925-437-9900
12647 Alcosta Blvd #360, San Ramon, CA 94583
888 West E Street, San Diego, CA 92101 Ron Espana
Firm Experience & Qualifications
Proposed Team
Sample Documents
Fee, Sample Invoice, Insurance & Addendum
TABLE OF CONTENTS
5 17
30 33
EPICUS EXPERIENCE
& QUALIFICATIONS
City of Salinas | Project & Construction Management, Inspection Services 5 Epicus Group, LLC
PROJECT MANAGEMENT
CONSTRUCTION MANAGEMENT
• Operational Alignment & Business Case
Development
• Project Management Office
• Project Planning, Budgeting & Project Controls
• Acquisition & Entitlement Management
• Programming, Design & Project Delivery
Management
• Operational Readiness
• Inspection
• Pre-Construction Planning
• Procurement & Vendor Management
• Permitting & Agency Coordination
• Construction Oversight & Quality Control
• Owner-Vendor & FFE Management
• Schedule Management & Cost Control
• Safety Oversight
• Facilities Turnover
FACILITIES MANAGEMENT
• Space Planning & Move Management
• Facility Operations & Maintenance
• Vendor & Service Contract Management
• Property Management
• Facility Management Outsourcing
Epicus Group, a California Limited Liability Company, was established in 2002 to provide professional project management and construction management services, with emphasis on
program types that serve the needs of our communities,
including public works, energy/utilities, life sciences, multifamily, industrial and mission critical facilities. Organized into specialized groups that focus on these sectors, we provide the City of Salinas (City) with a Project Management, Construction Management and Inspection Services team possessing specific expertise in the standards, regulations and technologies that are completely aligned with your various planned facilities improvement projects.
Simply put, this means that whatever the circumstance, we provide the City with the on-call technical expertise to successfully execute your projects, as needed and when
needed.
EXPERIENCE AND
QUALIFICATIONS
City of Salinas | Project & Construction Management, Inspection Services 6 Epicus is headquartered in San Ramon with a regional
office in San Diego. Our San Ramon office will have
primary responsibility for the on-call services execution.
Our 30-person staff includes degreed and licensed
design and construction personnel, project and
construction managers, LEED Accredited Professionals,
with a team of estimators, schedulers and document
control professionals, state and local agency liaisons, and inspection specialists. This diversity of internal
resources enables our firm to be the best solution for
the City: a flexible and scalable on-call resource
partner to the City, with the expertise depth to
address the variety of City projects, always focusing
on the City’s best interests.
Our team of professionals are experienced in
community project management, construction
management and inspection services for complex
projects and programs, with expertise in complex
community development and public works
related projects specifically in an on-call
support capacity. Epicus’ staff manages budgets,
drives schedules and ensures quality of the built
product while maintaining strong relationships
with project team members. Through our
“adapting to your culture” approach, we’ll execute
efficiently and effectively in complete alignment
with the City’s project goals and expectations.
Business/Certifications
As a DVBE and MBE owned firm, we are dedicated to not only delivering superior services, but also to promoting diversity within the industry. Our commitment to these values resonates through our projects, partnerships, and the communities we serve.
DIR Registration: PW-LR-1001149418
DVBE Certification: 2035096, 3/28/2024-3/31/2026
SBE Certification: 2035096, 3/11/2024-3/31/2026
MBE Certification: 14080003, Exp. 12/29/2024
We understand that providing a
flexible on-call solution with depth
of resources and superior
performance are the central core
for building a strong partnership
with the City of Salinas.
Having Epicus as your partner, the
City benefits with:
• A single, multi-faceted team
able to complete a wide
range of projects
• An augmented extension of
your staff, integrated into the
City’s organizational culture
• Superior project and
construction management
expertise, mitigating the
City’s exposure to cost
overruns, delays and risk
• Exceptional service and
seamless execution of
assigned tasks
City of Salinas | Project & Construction Management, Inspection Services 7 Epicus Group
EXPERIENCE AND QUALIFICATIONS
As reflected in the following
project list, project sheets
and individual team
resumes, Epicus provides
the City with a versatile
approach tailored to the
multitude of different
facilities improvement
projects outlined in the
City’s 2024-2029 Capital
Improvement Program.
City of Salinas | Project & Construction Management, Inspection Services 8 Epicus Group
The Epicus project and construction management team offers:
- Aviation project experience to support the southside taxilane rehabilitation project at the Salinas Municipal Airport
- Affordable housing, multifamily, mixed-use and pre-engineered building experience to manage a new SHARE homeless shelter, Chinatown Revitalization projects and the Navigation Center sprung structure
- Office, master planning and redevelopment experience to manage the 65 W. Alisal improvements and Alisal Marketplace vibrancy plan
- New ground up Fire Station experience to manage the Fire Station 7 project - Roadwork, utilities, ADA and pavement improvement experience to manage the variety of Public Works projects
EXPERIENCE AND QUALIFICATIONS
Project Name Project Budget Project Start Project Finish Services Provided Scope of Work Client Contact Hollywood Burbank Airport, Regional
Intermodel Transportation Center
$110M 2011 2014 PM, CM, IS
Development of a new 850,000 SF Regional Intermodal Transportation Center (RITC) and a 1,043-space, five-level valet parking structure. The RITC houses a consolidated rental car facility, rental car customer service building and ground-level bus station, and is connected to the airport terminal building via automated moving walkways. LEED Gold, and designed to serve as a command center for emergency operations in Southern California. Ken Buck experience prior to Epicus
Alberto Cruz, 818-840-
8840, [email protected]
El Centro Fire Station and Waterman
Avenue Extension
$5.9M 2011 2012 CM, IS
Managed the construction of the $5.9M city of El Centro’s 18,565 SF fire station No. 3 and administration complex, with associated development of the 2.4-acre site. Included coordinating construction activity between the various utility companies, municipal and state agencies, and contractor; assisting the city with pre-bid meetings and preconstruction meetings and activities; providing all inspections; and resolving construction issues with the contractor, project architect, and the city. Included a $2.1M roadway extension, including traffic control and signalization for a new intersection, utility relocations, new asphaltic concrete two lane roadway, median, signage, and street lighting Chief Richard Burns
Fire Department Project
Manager
760-337-4530
CDCR, CA Medical Facility Enhanced
Outpatient Program Treatment & Office
Space
$13M 2012 2013 Pre-Con, PM, CM
Demolition, site work, utility extensions and connections, and construction of a new three story 44,000SF tilt-up EOP building. Located inside the existing secure perimeter of the CDCR CMF and achieved LEED Silver certification. Ken Buck experience prior to Epicus John Spain, 916-255-
3060,
john.spain.cdcr.ca.gov
Fairfield Information Operations Center
Upgrades
$4.5M
2014 2016
PM, CM
Expansion and upgrades to provide security monitoring across PG&E's entire portfolio.
Enhanced video and alarm system capabilities, improved response times, more effective responses to building emergencies and operator training in a stimulated environment Tom Crowley
(415) 271-7100
[email protected]
Mojave Desert Air Quality Management
District
N/A 2019 2020 PM
Performed facility condition assessments and developed a 5-year Capital Improvement Plan.
Ken Buck experience prior to Epicus
Jean Bracy
[email protected]
Vacaville Critical Operation Center (VCOC) -
B4
$58M
2015
2019 PM, CM
Design, build, and commission a state-of-the-art Critical Operation Center (COC) 20,640 SF for PG&E, equipped with advanced technologies, resilient infrastructure, and redundant systems to support the safe, reliable, and efficient operation of the electric and gas distribution systems. The COC serves as a centralized hub for monitoring, control, and response activities, enhancing situational awareness, grid management, and emergency preparedness.
Tom Crowley
(415) 271-7100
[email protected]
PG&E Headquarters Tenant Improvements
(9th/10th Floor Restack)
$14.5M 2016 2017 PM, CM
PG&E introduced a new workplace environment in their campus. Renovated 50,000 SF area during off-hours, consisting of an open floor plan to create more collaboration and interaction, meeting areas, huddle rooms, conference rooms, new restrooms, & break rooms.
The project achieved LEED Gold certification.
Janet Goodman
(415) 973-4603
[email protected]
Lemoore Service Center $4M 2016 2017 PM, CM
New service center for PG&E located on 11.59 acres. Included a new 13,000SF preengineered metal building with administrative office space, storm room, bull room, warehouse/storage, and associated support spaces.
Tom Crowley
(415) 271-7100
[email protected]
San Ramon Valley Conference Center: ADA,
Wayfinding and Technology Improvements
$5.2M 2016 2019 PM, CM
Project addressed non-compliant ADA parking and routes. Included the design/construction of "safe pedestrian wayfind routes" from the parking lots to the registration lobby, new Audio Visual systems and new wayfinding throughout the campus.
Victor Ogu
77 Beale GO - Wellness/Fitness Center $5.3M
2016 2018
PM, CM
Establish a dedicated 6,500 SF health and wellness center exclusively for PG&E employees, aimed at promoting employee health, well-being, and productivity. The center offered comprehensive healthcare services, preventive care, and wellness programs tailored to the specific needs of PG&E staff.
Kathleen Monaghan
[email protected]
415 - 231 - 4025
Vacaville Critical Operation Center (VCOC) -
B1 Expansion
$8.3M
2017 2019
PM, CM
Complete building/ Facility expansion and TI improvements. Kathleen Monaghan [email protected]
415 - 231 - 4019
PG&E Rocklin Grid Control Center -
Perimeter Security Improvements
$3.9M
2017 2018
PM, CM
NERC requirements required critical operations centers to be protected with a new secure perimeter wall and guard kiosk to control site access
Tom Crowley
(415) 271-7100
Service Center Refresh CIP (Area 7) $8.4M
2017 2020
PM, CM
A multi-year PG&E capital improvement initiative to upgrade Service Centers based on greatest operational need and investment return. Included furniture, finishes, technology refresh, general interior refresh, restrooms, security upgrades and signage. Sites included Garberville, Point Arena, San Rafael, Santa Rosa, Ukiah and Willits Kathleen Monaghan
[email protected]
415 - 231 - 4031
San Ramon Technology Center Upgrades $3M 2017 2019 PM, CM PG&E's San Ramon Technology Center supports several unique operations including testing and calibrating equipment, monitoring weather conditions, developing and showcasing innovative cutting-edge technologies, and hosting visitors from government agencies and other industries. Built in the 1970s, improvements were needed including renovations to the existing mezzanine into collaborative work spaces, upgrades to the electrical distribution system , upgrade interior office spaces and replace the existing Fire Water Line.
Victor Ogu
Service Center Refresh CIP (Area 3) $9.9M
2017 2020
PM, CM
A multi year initiative in PG&E's Customer Care capital improvement plan. Upgraded Service Centers based on greatest operational need and investment return including bullroom furniture, finishes, technology refresh, general interior refresh, restrooms, security upgrades and signage.
Kathleen Monaghan
[email protected]
415 - 231 - 4029
Monterey County Prefabricated Modular
Program
$3M 2019 2022 PM, CM
PG&E program to rebuild non-compliant temporary office structures at multiple sites in Monterey County and other regions. Acquired Monterey Coastal Commission permit, building permits, demolish existing trailers, construct the necessary site improvements, purchase and install new prefabricated structures, install furniture, IT, and new utilities.
Victor Ogu
San Rafael Service Center - Fence
Replacement and Permiter Security
$4.3M
2019 2021
PM, CM
Demo existing perimeter fence and install a new precast fence. Install guard house and install high tech security equipment for the entire site
Kathleen Monaghan
[email protected]
415 - 231 - 4021
Ukiah Service Center - Building
Improvements
$3.M
2020 2021
PM, CM
Project to enhance the operational efficiency, safety, and sustainability of the facility.
Included infrastructure upgrades, energy efficiency enhancements, and safety compliance measures, renovation of interior spaces, installation of modern equipment, and implementation of sustainable practices to reduce environmental impact.
Kathleen Monaghan
[email protected]
415 - 231 - 4022
Project Name Project Budget Project Start Project Finish Services Provided Scope of Work Client Contact Rocklin RAS Relocation $54.9M
2020 2024
PM, CM
Demo existing building and construct a new data center with office space. Kathleen Monaghan [email protected]
415 - 231 - 4024
Fairfield Information Operations Center -
UPS Replacement
$3.5M
2020 2021
PM, CM
A new UPS to support redundancy for mission critical servers, maintain compliance and reduce risk for PG&E's critical operations during future outages Tom Crowley
(415) 271-7100
[email protected]
New Aviation Operations Center $40M 2020 2022 PM, CM
Ground up construction of a 50,000+ square foot hangar with 15,000 square feet of office space and backup generation for PG&E. Included site selection, planning, interviewing internal stakeholders, design and construction oversight.
Dane Crough
[email protected]
559-240-0227
PG&E Fleet Building Expansion and
Renovation
$17M 2020 2022 PM, CM
Renovation of an existing 13,000 square foot building and expansion to 23,000 square feet of office space. Multi-phased project to ensure fleet operations remained active.
Dane Crough
[email protected]
559-240-0227
Santa Cruz Service Center Redevelopment $60M
2020 2026
PM, CM
Completely reprogrammed and renovated a 7-acre PG&E service center while keeping the facility operational. Addition of a new fleet garage, operations and warehouse building, and supporting structures. Developed the master plan with input from lines of businesses, leadership, and stakeholders. Project is currently in Construction phase and is projected to be completed 2026.
Ignacio Alvarez
[email protected]
510-447-0048
San Francisco Service Center
Improvements
$4.1M
2020 2022
PM, CM
PG&E project updated current workspace standards, address ADA compliance, and improve circulation, workflow, storage, and collaboration areas.
Kathleen Monaghan
[email protected]
415 - 231 - 4030
PG&E Headquarters Tenant Improvements
(8th and 27th Floors Refresh)
$18.5M
2021 2023
PM, CM
Relocation of PG&E employees to a new refresh office space while undertaking renovations to customize the workspace and ensure a smooth transition. The project aims to optimize office layout, enhance functionality, and create a collaborative work environment that meets the needs of PG&E staff and supports organizational goals.
Kathleen Monaghan
[email protected]
415 - 231 - 4023
New Willits Service Center Development $15M
2021
2025 PM, CM
Managed the master planning, programming, design development, entitlements, and construction of a new 16,000 square foot PG&E Operations building and supporting structures while keeping the service center operational.
Kathleen Monaghan
[email protected]
415 - 231 - 4031
Hayward Public Works Pavement and
Stormwater Improvements
$6M 2021 2024 PM, CM
Improvements to 5 acres of roadway and parking areas, and 152,000SF bioretention area.
Utilized full depth reclamation in phases so facility could remain functional. Installed security and IT infrastructure by horizontal boring and trenching.
Boris Letuchy
[email protected]
628-249-6581
Davis Service Center Redevelopment $163M 2021 2029 PM, CM Renovation of a 5-acre service center comprised of a 26,000SF fleet repair shop, a 18,000SF fleet service garage shop, 12,000SF office and machine shop, 8,000SF semi-enclosed storage shed with cantilever and pallet-racking, 15,000SF warehouse with covered loading zone, material storage and shop, 16,000SF office/conference center, and 14,000SF warehouse.
Kathleen Monaghan
[email protected]
415 - 231 - 4031
PG&E Merced IT Warehouse $25M 2022 2024 PM, CM
Ground-up construction of a 17,000 square foot IT Warehouse building, including offices, bullrooms, storage rooms, and secure cage. Dane Crough
[email protected]
559-240-0227
Managed the construction of the $5.9M
city of El Centro’s 18,565 SF fire station
No. 3 and administration complex, with
associated development of the 2.4-acre
site. Work includes coordinating
construction activity between the various
utility companies, municipal and state
agencies, and contractor; assisting the
city with pre-bid meetings and
preconstruction meetings and activities;
providing all inspections; and providing
trouble-shooting with the contractor,
project architect, and the city to assist in
resolving project issues.
Included $2.1M roadway extension, that
included traffic control and signalization
for a new intersection, utility relocations,
new asphaltic concrete two lane
roadway, median, signage, and street
lighting
Fire Station #3 & Waterman Ave Extension
El Centro, CA | 2012 | $8.0M
Owner
City of El Centro
Chief Richard Burns,
Fire Department
Project Manager
(760) 337-4530
City of Salinas | Project & Construction Management, Inspection Services 11 Epicus Group
PG&E - Davis Service Center Redevelopment
Davis, CA | Completion in 2028 | $163M Budget
New 5-acre Service Center comprised of a 26,000 SF industrial shop, construction of a 18000 SF fleet garage shop with storage and equipment areas, 12000 SF 2-story operations building and adjacent machine shop with shared amenities, 8000 SF semi-enclosed storage sheds with cantilever and pallet-racking, 15000 SF warehouse with covered loading zone, material storage and shop, 16000 SF administration/conference center building with shared amenities, and 14000 SF warehouse with bull room and office spaces.
The site includes infrastructure upgrades including new utilities, paving, stormwater drainage, vehicular and pedestrian circulation, outdoor storage racking and covered staging yards, and solar canopy parking lots.
Included the decommissioning and demolition of 7 buildings. Managed the environmental testing and remediation, utility disconnections, demolition permitting, and oversight of field activities and debris removal including slab, foundations and underground utilities. The team includes RIM Architects.
Epicus Group, LLC
City of Salinas | Project & Construction Management, Inspection Services 12 Auburn Regional Consolidation
Auburn, CA | 2018 | $49M
The project included the consolidation and
relocation of two major operating PG&E service
center facilities to an existing light industrial
campus in Auburn, California. The project
included the renovation of two existing buildings
totaling 145,000 SF for office and shop functions,
and construction of a new fleet maintenance
building, warehouse buildings, and hazardous
waste storage building totaling another 29,000
SF. The new PG&E Regional Consolidation project
also included a 15-acre service yard consisting of
materials storage areas, large and small service
vehicle parking, staging areas for job assembly
and employee parking. The project achieved
LEED Silver certification with the following
sustainability elements:
• Electric vehicle charging pedestals for PG&E
employee parking and service vehicles
• Energy modeling
• Locally manufactured materials incorporated
• Interior materials low in volatile organic
compounds and high in recycled content
• Incorporated PG&E Healthy Building Plumbing
Fixture Efficiency Standards
• Highly efficient HVAC system / central plant
• Automatic lighting controls and sensors
• Healthy and comfortable interior environment
with maximized natural interior lighting
Owner
Pacific Gas & Electric
Tom Crowley
Porfolio Manager
(415) 271 -7100
[email protected]
Architect
AE3 Partners
Doug Davis
Principal
(415) 233 – 9991
[email protected]
City of Salinas | Project & Construction Management, Inspection Services 13 Epicus Group
Net Zero Regional Office & Energy Training Center
Stockton, CA | 2016 | $19.4M
This 142,000 SF renovation included
interior upgrades & construction of
offices, conference rooms, MDF & IDF
rooms, restrooms, locker rooms, fitness
center employee enclave, dining room,
lighting labs, energy training center and
zero net energy home. Exterior features
include photovoltaic parking structure,
photovoltaic event structure, electric car
charging stations, monument signage,
3,000 gallon diesel generator, landscape,
sidewalks, irrigation, hardscape, trash
enclosure, rain harvesting tank, and bike
lockers and racks. Received Richard A.
Clarke Environmental Leadership Award
and PG&E Savings-By-Design Award.
Owner
Pacific Gas & Electric
Tom Crowley
Porfolio Manager
(415) 271 -7100
[email protected]
Architect
Smith Group JJR
Chris Krahn, AIA
Associate
(415) 793-9527
[email protected]
General Contractor
Roebbelen Contracting
City of Salinas | Project & Construction Management, Inspection Services 14 Epicus Group
PG&E opened a modern, state-of-theart Merced Regional Center (MRC),. The campus contains a centrally located
storage area for liquid gas tankers and
equipment. The new facility improved
work effectiveness, safety, and
operational efficiency for PG&E to
better serve customers in Merced and
beyond. This new consolidated MRC
site developed a combined service and
resource management center at a
single site, leveraging current and
future workplace and yard strategies to
optimize the space.
Gas Operations Service Center
Merced, CA | 2019 | $38M
Owner
Pacific Gas & Electric
Tom Crowley
Portfolio Manager
(415) 271 -7100
[email protected]
Architect
Lionakis
Nicholas Docous
Principal
(916) 558 – 1900
[email protected]
Design Builder
Roebbelen Contracting
City of Salinas | Project & Construction Management, Inspection Services 15 Epicus Group
As part of our program management support of PG&E’s real estate strategy and portfolio planning, real estate assets needed to be repositioned according to the lines of business operational priorities.
Our services included needs assessment, market analysis, master planning, business case development and governance approval, capital budgeting and prioritization, purchase and sale agreements, entitlement, and project management for the new development of warehouse buildings, office buildings, and shop spaces. Real estate asset acquisitions included:
Stockton Building & Land Purchase
24.83 Acre
Bakersfield Land Purchase
31 Acre
Santa Rosa Building Purchase
4.09 Acre
Fairfield Building Purchase
3.72 Acre
Rocklin Building & Land Purchase
4.96 Acre
Additional regional master planning included the consolidation and optimization of service centers, material distribution and fleet operations centers. Specific multi-location redundant or underperforming elements were master planned into new or redeveloped locations, and included operations buildings, logistic warehouses, fleet buildings, hazmat storage, helicopter hangars, repair shops, fabrication shops, tool repair shops, weld shops and ancillary facilities. Master planning and project management was performed for the new Service Centers at Davis (25 acres), San Carlos (18.4 acres), Redding (10 acres), Burney (9.8 acres), Antioch (9.8 acres), Ukiah (8.6 acres) Livermore (7.6 acres) and Willits (5.9 acres).
City of Salinas | Project & Construction Management, Inspection Services 16 Epicus Group
PROPOSED
TEAM
City of Salinas | Project & Construction Management, Inspection Services 17 Epicus Group
Project Management
Ron Espana
Principal
Construction Management
• Dean Schumacher, Sr. Construction Manager
• Andrew Souza, Construction/Project Manager
• Danny Liu, Construction Manager
• Gisella Espana, Labor Compliance, Outreach &
Government Programs
Inspection Services
• Jaime Guardarrama , Inspector/Scheduler
• AJ Guinto – Construction Inspector/Coordinator
Epicus provides a Project Management, Construction Management and Inspection Services team that is experienced, knowledgeable, and well-versed in the latest design and construction requirements associated with the specific City facilities improvement projects, as well involved with public sector agencies on State, local municipality and public works projects. Epicus offers the City a trusted, cost-effective, scalable and readily available project management partner.
The Epicus staff identified below were selected to provide flexible, versatile and comprehensive facilities improvement project knowledge, adaptable to provide the diverse services needed by the City. They’ll respond to the City’s needs for a myriad of technical and management issues and are further supported by an experienced Epicus support service staff. The team will be managed by our Principal Ron Espana, serving as the single point of contact with the City, and responsible for resource planning, staff allocation and managing all Epicus team efforts. • Ken Buck, Sr. Project Manager
• AnnaMaria Cerros, Project Manager
• Paul Nunez, Document Management/Reporting
• Alexandra Torres, Assistant Project Manager/PE
• Victor Guardarrama, Utility & Permit Coordinator
City of Salinas | Project & Construction Management, Inspection Services 18
EPICUS TEAM
Education
Master of Business
Administration, Temple
University - Fox School of
Business
Bachelor of Science
Architectural Engineering,
Drexel University - School of
Engineering / Architecture
Bachelor of Science Civil
Engineering, Drexel
University - School of
Engineering / Architecture
Management and
Organizational Dynamics,
University of Pennsylvania -
Wharton School of Business
PG&E Executive Leadership,
Stanford University
Certifications
Associate, American
Institute of Architects AIA
#30480445
LEED Accredited
Professional, US Green
Building Council
Lean Six Sigma Green Belt
General Building Contractor,
California (B) License
Affiliations
Member, CoreNet Global
Member, IFMA
Board of Directors, DBIA,
Western Pacific Region
Ken Buck
Senior Project Manager
YEARS OF
INDUSTRY
EXPERTISE
30 City of Salinas | Project & Construction Management, Inspection Services 19 Epicus Group
Ken is a project management, design, construction and real estate professional with 30 years of significant achievements in the government, public works, utility, life sciences, commercial and technology industries. His extensive professional background includes collaborative leadership roles with Fortune 100 companies and design, construction and consulting firms. He has successfully managed large global programs as well as small projects, leading diverse project teams from pre-project planning through facility operations. Ken previously held management positions within the Corporate Real Estate and Capital Project organizations at Amgen, Pfizer, Verizon and PG&E. While at PG&E, he was responsible for a $3B 5-year capital plan and $150M annual operating budget across a 10M+ sf real estate portfolio. He produced $95M+ savings through operational efficiencies and standardization, and created a PMO providing fiduciary control, governance, project dashboard and business intelligence reporting.
Served as the Business Owner/Project Executive on the following PG&E projects:
• Bay Area Office Consolidation and San Francisco General Office Headquarters Relocation to Oakland
• Material Distribution and Fleet Maintenance & Repair Facilities Consolidation, Various Locations
• Service Center Regional Consolidations – Auburn, Merced, Lemoore, Bakersfield and Fresno
• Net-Zero Regional Customer Care Office and Energy Training Center, Stockton Served as the Project/Construction Manager on these relative projects:
• City of El Centro, Fire Station #3 and Waterman Avenue Extension: $6.5 M, 18,565 SF fire station and administration complex, with associated development of a 2.4-acre site. Included a $2.1M roadway extension with traffic control and signalization for a new intersection, utility relocations, new asphaltic concrete two-lane roadway (1500 LF), median, signage and street lighting. • Hollywood Burbank Airport, Regional Intermodal Transportation Center:
Provided comprehensive project management, construction management and inspection services for a $110M multi-phase project that included the RITC, rental agency center, elevated moving walkways to passenger terminals, connections to AMTRAK and Metrolink, roadway/intersection improvements, streetscape and artwork.
• California Medical Facility Enhanced Outpatient Program (CMF EOP) Treatment and Office Space, CDCR, Vacaville: $13M, three-story, 44,000 SF EOP Treatment and Office Space building. The project was located inside the existing secure perimeter of the CDCR CMF and achieved LEED Silver certification
• Qualcomm, Campus, Parking Structure and Tenant Improvements, San Diego: Project/construction manager for a new Class A, 12-story, 412,000 SF structural steel tower, 4.6 MW natural gas turbine cogeneration plant, a 248 kW photovoltaic system and a 372,000 SF, seven-level parking structure • Pfizer, Master Planning, Acquisition/Development of a New Research & Development Campus, La Jolla
Education
Bachelor of Science (BS),
Administration, San Jose
State University
San Jose, CA
Certifications
BOMI Institute
Certification
Training
FMA Facilities
Maintenance
Administrator
RPA Real Property
Administrator
SMA Systems
Maintenance
Administrator
Skills:
Bilingual – Spanish
Microsoft suite
YEARS OF
INDUSTRY
EXPERTISE
30 AnnaMaria Cerros
Project Manager
City of Salinas | Project & Construction Management, Inspection Services 20 Epicus Group
Annamaria is a highly experienced project manager with extensive expertise leading projects during the planning and design phase, with an emphasis on master planning, business case development, stakeholder engagement and needs assessment, agency approvals, programming, design management and contractor bidding.
Pacific Gas and Electric, San Francisco, CA
- San Carlos Service Center Master Planning/ Programming. Program included 80,179 sf of new Materials Storage, Logistics Warehouse and Fleet Garage buildings.
- Cupertino Service Center programming, design management and construction oversight for a 72,576 SF renovation. Managed the installation of security fence walls for two large peninsula Service Center yards.
Google X, Mountain View, CA
Planned and coordinated the move and consolidation of several lab groups into one 200,000 SF location. Prepared specifications information for permit submittal and installation.
Thermo Fisher Scientific, Fremont, CA
Worked with R&D, Logistics and Operations leaders, as well as external vendors and consultants to plan and manage the relocation of 4 buildings to a new 700KSF cGMP R&D, manufacturing, and logistics facility.
Enovix, Fremont, CA
Oversaw onsite construction management support for buildout of a 67,000 sf battery manufacturing facility with R&D and corporate offices.
Coordinated with contractors and design team for RFIs and Submittals.
Genentech, San Francisco, CA
Project managed Grey Area Projects (GAP) for Genentech’s expense projects under $500K. Managed and created process for small project work: prepared process map for future handling of projects under $20K, created RFP for the projects, obtained vendor estimates and submitted proposals for customer approval. Managed and supported team’s performance metrics, including Maintenance Schedule Performance, Adherence to due date and Resource Utilization, recording failures and corrections for work deficiencies and monthly KPI scorecard for customer.
YEARS OF
INDUSTRY
EXPERTISE
25 Dean Schumacher
Sr. Construction Manager
Education
Point Loma Nazarene
University
Bachelors – Engineering &
Physics
California Polytechnic State
University, San Luis
Obispo
Masters – Integrated
Technology
Management
Licensed Class B contractor
in the State of California
LEED Accredited
Professional
Returned Peace Corps
Volunteer
Expertise
• Strategic Plan
Development
• Site / Building
Evaluation
• Space Utilization
• Project Budget
Development
• Project Schedule
Development
• Permitting
Coordination
• Owner / Builder
Process Management
Professional Summary
Dean has served in nearly every role of construction and development with General Contractors, Owner-Builders, and Construction Management firms. Dean’s construction
management experience spans across numerous sectors,
specializing in Multifamily, Affordable Housing, Government, Utility and Mixed-Use.
8Th Ave & University, Greenline Development Group ($25M) • 9 Floors - 5 wood over 4 concrete, 1 subterranean
• 8 stories, 90 units affordable & market rate with retail • Demolition of existing structures, disconnect existing utilities, relocation and undergrounding of overhead utilities in
preparation for new construction.
• Shoring of excavation, earthwork, caisson and conventional spread footing foundations, Type 1 and Type 3mod construction, all rough and finish building trades.
Del Cero Development ($49M)
• 8 stories, 114 units affordable & market rate with retail • Demolition of existing structures, disconnect of existing utilities, relocation of utilities in preparation for new construction. • Shoring of excavation, earthwork, conventional spread footing foundations, Type 1 and Type 3mod construction, all rough and finish building trades.
SoMo Mixed-Use Development, Pace Properties ($4M)
• 3 stories, 19 affordable units with commercial cold shell • Demolition of existing structures, disconnect of existing utilities • Excavation and removal of 4’ of expansive subgrade,
replacement with non-expansive materials, earthwork,
conventional spread footing foundations, type V construction, all rough and finish building trades
Creekside Villas (San Marcos, CA) ($12M)
• 3 stories, 44 affordable units with commercial cold shell, facilities included a state-of-the-art community center, business center, and exercise room.
Hotel Paseo – Marriott Autograph Collection ($36M)
• New ground up hotel featuring 152 guest rooms, 100k SF below grade parking structure, pool, bar, guest amenities including world class spa and dining.
City of Salinas | Project & Construction Management, Inspection Services 21
Andrew Souza
Project/Construction Manager
YEARS OF
INDUSTRY
EXPERTISE
6 Education:
Bachelor of Science
(BS), Mechanical
Engineering,
Minor in Business,
Boise State University
Boise, ID
Skills:
Proficient Using MS
Office
Contract
Management
Understand Plans and
Specs
Excellent
Communication
Client Satisfaction
Certifications:
OSHA 10 Hr Training
City of Salinas | Project & Construction Management, Inspection Services 22 Epicus Group
Andrew has successfully led numerous strategic programs and individual projects, with an emphasis on master planning, business case development, budget forecasting, agency approvals, project reporting, stakeholder engagement and needs assessment, programming, design management and construction management. He is excellent at working in collaborative environments, ensuring superior client feedback and satisfaction, and developing high performance teams.
Pacific Gas and Electric, San Francisco, CA
Responsible for managing projects assigned by the PG&E Corporate Real Estate Planning Team, including:
Santa Cruz Service Center ($60M)
Completely reprogrammed and renovated a 7-acre service center while keeping the facility operational. Added a new fleet garage, new operations, and warehouse building, and supporting structures such as pole storage, spoils bunkers, hazmat building and fuel island.
Developed the Master Plan with input from numerous LOB’s, leadership and stakeholder interviews and requirements gathering, headcount projections, operational programs, adjacency and utilization studies, test fits, space and configuration plans, and concept designs.
Drafted the business case, project plan and change management plan.
Provided oversight of the design partner for programming, concept design and design development, and managed the design build delivery partner through construction.
Willits Service Center ($15M)
Managed the master planning, programming, design development, entitlements, and construction of a new 16,000 sf Operations Building and supporting structures while keeping the service center operational.
Aviation Operations Center ($40M)
Ground up construction of 50,000+ sf hangar with office space and backup generation. Included site selection, planning, interviewing internal stakeholders, conceptual design, and construction oversight.
Fleet Building Expansion and Renovation ($17M)
Managed the master planning, programming, design development and construction renovation of an existing 13,000 sf building and 10,000 sf expansion. Multi-phased project to ensure fleet operations remained active.
Emergency Response Warehouse with Supporting Admin Space ($13M) Managed the ground up development of a 17,000-sf building housing critical equipment necessary during emergency response.
Security Upgrades Program ($30M)
Perimeter Fence Replacement with new security controls across 12 sites.
Danny Liu
Construction Manager
YEARS OF
INDUSTRY
EXPERTISE
2 Construction administration, review and process submittals, field Inspection including specialty inspections and QSP inspections, review and certify contractor progress payments. prepare and review change orders and construction change directives, inspect for substantial and final completion, project close out project and recommendation of project acceptance.
Pacific Gas and Electric RAS Data Center, San Francisco, CA ($57M) Build out of 27,000 sf in 73,000 sf Cold shell for PG&E operations, and office space with 2N+1 redundancy, including seismic retrofit, data rooms and exterior site improvements.
Pacific Gas and Electric Site Improvements, Hayward, CA ($6M) Major site work to improve +/- 5 Acres of asphalt and 152,000 sf bioretention/DMA area. Site paving work utilizing full depth reclamation in phases to not conflict everyday site usage. Installation of future security and IT infrastructure by horizontal boring and trenching.
Enovix, Fremont, CA ($60M)
Remodel of existing 60,000 sf building to include class 100,000 lithium-ion battery manufacturing and TI to office space, with N+1 redundancy for continued manufacturing operations. Also included were major ADA compliance upgrades to existing exterior and interior of building. Heat room operating at 120 F for charging and discharging of batteries.
Upgraded fire suppression system to include linear heat detection cable, VESDA, 2000 GPM at 100 PSI fire pump retrofit and high sprinkler heads.
Natural Formulas, Hayward, CA ($30M)
Master planning for vitamins/supplement manufacturer. With a goal of 30% expansion and optimization of manufacturing process. Site assessment and site visits of potential new manufacturing spaces in other major cities.
Education
Bachelor of Science (BS),
Construction Management,
California Polytechnic State
University
San Luis Obispo, CA
Danny has provided
technical support on
multiple projects
successfully, maintaining
excellent client engagement
and satisfaction. Focusing on
delivering a safe and
exceptional end product.
Skills
Proficient Using MS Office
Using Procore
Contract Management
Understand Plans and Specs
Using Bluebeam
Using MS Project
Certifications
OSHA 10 Training
City of Salinas | Project & Construction Management, Inspection Services 23 Epicus Group
Alexandra Torres
Asst Project Manager & Project Engineer
YEARS OF
INDUSTRY
EXPERTISE
4 Education
Bachelor of Science (BS), Civil
Engineering,
Monterrey Institute of
Technology and Higher
Education, Mexico
Industry Experience: 4 years
EPICUS Experience: 1 years
Alexandra has effectively
contributed to the oversight of
various commercial, industrial,
and residential projects,
demonstrating exceptional
coordination abilities. She excels
in problem-solving, critical
thinking, and communication.
Skills
Proficient Using MS Office
Contract Coordination
Budget Management
Understand Plans and Specs
Client Satisfaction
Bilingual – Spanish
Certifications
OSHA 10 Hr Training
City of Salinas | Project & Construction Management, Inspection Services 24 Epicus Group
Alexandra has effectively contributed to the oversight of various commercial, industrial, and residential projects, demonstrating exceptional coordination abilities. She excels in problem-solving, critical thinking, and communication.
She supports Project Managers on multiple concurrent projects, providing services including project administration, invoices and purchase requisitions, project status and dashboard reporting, meeting minutes, construction administration, OAC meeting facilitation, review/processing of payment applications, change management, change logs, COR and PCO reviews and processing, RFI and submittal reviews and processing, and project closeout.
PG&E Davis Service Center Redevelopment ($163M Budget)
Renovation of a 5-acre Service Center comprised of a deep renovation of a 26,000 SF fleet repair shop, construction of a 18000 SF fleet service garage shops with storage and equipment areas, 12000 SF 2-story office/machine shop with shared amenities, 8000 SF semi-enclosed storage shed with cantilever and pallet-racking, 15000 SF warehouse with covered loading zone, material storage and shop, 16000 SF office/conference center building with shared amenities, and 14000 SF warehouse with bull room and office spaces.
PG&E Rocklin Data Center ($55M)
Tenant improvement of 26,000 sf of an existing building including the conditioning of office spaces, mechanical, electrical and data rooms, seismic retrofit, exterior site improvements and construction of new security wall.
PG&E Site Relocation
Site selection and programming for the relocation of a 3.1-acre site, including the assessment of potential land purchase in San Francisco.
PG&E Infrastructure Upgrades
Design and execution of the electrical, mechanical and fire alarm system upgrades for a 53,000-sf data center.
Master Plan Design
Validation and transition into schematic design for the Phase 1 of a 2.1- acre service center Master Plan, consisting of the renovation/additions at 2 existing buildings and site infrastructure upgrades.
Education
Bachelor of Arts (BA),
Communications,
Holy Names University
Oakland, CA
Skills
Proficient Using MS
Office
Highly Organized
Responsible
Team Orientated
Certifications
OSHA 10 Hr Training
City of Salinas | Project & Construction Management, Inspection Services 25 Epicus Group
Paul Nunez
Document Management/Reporting
YEARS OF
INDUSTRY
EXPERTISE
3 Paul is a member of Epicus’ Project and Construction Management team, supporting the project managers and construction managers on multiple concurrent projects. His responsibilities include project document management, preparing weekly and monthly project status reports,submittal processing and reviews, review/processing of payment applications, and coordinating project closeout processes that includes reviewing closeout packages, coordinating handoff meeting, and gathering project documentation.
PG&E Lakeport Service Center – Improvements $3.6M
Correct identified current deficiencies at Lakeport Service Center. Current deficiencies included deteriorated asphalt, and non-compliant conditions against ADA and PG&E standards. Restroom was currently inoperable due to poor condition. Deliverables during this phase include replacement of yard asphalt, replace sewer lateral and restroom, and erect a new canopy.
PG&E Fresno Service Center – Fleet Bldg Renov – Expansion $16M Fresno SC Fleet Operations is designated as Tier 2 (performs major large vehicle repairs > 40 hours). Convert the existing Fresno SC Fleet Maintenance Building into a tier two facility by adding two additional bays to the existing structure. Renovations also addressed outstanding deferred maintenance, code compliance and accessibility related issues.
PG&E Rocklin – RAS Relocation $50M
RAS Operations required relocation to maintain business continuity following SFGO sale. Scope of work included demolition, seismic upgrades, installation of a perimeter security fence, site improvements, and tenant improvements to the new facility to house RAS Operations.
PG&E San Rafael SC – Investments $16M
San Rafael SC did not comply with PG&E safety and functional standards. The scope of work addressed ongoing site issues and operations deficiencies in three phases:
1. Weld Shop Renovation (New finishes/accessories, HVAC/Ventilation Upgrades, Fire Alarm/Safety, and electrical upgrades per title 24)
2. Shop Building Expansion and Tenant Improvements (Upgrade HVAC, Lighting, Fire Sprinkler, Underground piping, Sewer connection, foundation, additional restroom with shower and breakroom).
3. Fleet Building Tenant Improvements (MEP upgrades, New restrooms, Finishes/accessories, AV upgrades, Garage lighting and exhaust upgrades and conference/breakroom reconfiguration)
Victor is a member Construction Management team delivering construction projects for PG&E’s Corporate Real Estate organization and Biotech Companies. He supports the PG&E project managers on multiple concurrent projects, providing services including construction administration, OAC meeting facilitation, review/processing of payment applications, invoices and purchase requisitions, project status and dashboard reporting, change management, change logs, COR and PCO reviews and processing, RFI and submittal reviews and processing, document management and project closeout.
PG&E Davis Service Center Redevelopment ($163M Budget)
Renovation of a 5-acre Service Center comprised of a deep renovation of a 26,000 SF fleet repair shop, construction of a 18000 SF fleet service garage shops with storage and equipment areas, 12000 SF 2-story office/machine shop with shared amenities, 8000 SF semi-enclosed storage shed with cantilever and pallet-racking, 15000 SF warehouse with covered loading zone, material storage and shop,
PG&E Rocklin Data Center ($55M)
Tenant improvement of 26,000 sf of an existing building including the conditioning of office spaces, mechanical, electrical and data rooms, seismic retrofit, exterior site improvements and construction of new security wall.
Enovix Corporation, Fremont, CA (40M)
Onsite project coordinator for a 67,000 square foot battery manufacturing facility with R&D and corporate offices. Coordinated with contractors and the design team for RFIs and Submittals.
Develop and manage construction schedule.
Support the Project Manager with reviewing programming/design documentation.
Revolution Medicines, Redwood City, Ca (1M)
Onsite Project/Move Coordination- for Labs and office space totaling 129,000 SF. Keep accurate records of schedules, parties involved, prices, payments, and relevant data. Develop standard operation procedures for move processes. Oversite Lab Demo, Lab expansion, and Installation of Fume hoods. Communicate and coordinate with facilities and property management. Maintain an inventory portfolio to ensure all items are accounted for in the database.
IGM, Menlo Park, Ca
Onsite Project/Move Coordinator, 45,000 SF 2- 1 story office and Lab space. Ensure smooth transitions between project team and facilities maintenance through an “Operational Readiness” program Support facilities team by gathering new equipment information to incorporate into maintenance management
system.
Education
Project Management – SF City
College
Professional Career
Project/Facilities Coordinator with
experience in design and project
execution for newly constructed
and tenant improvements spaces.
Excellent project delivery skills
while maintaining project
schedules. He
excels in problem-solving, critical
thinking, and communication.
Strengths are onsite
management, field oversight, and
vendor management.
Skills & Training
Bluebeam
Microsoft Excel
Microsoft Project
Microsoft Word
Field Supervision
OSHA 10
City of Salinas | Project & Construction Management, Inspection Services 26 Epicus Group
Victor Guadarrama
Utility & Permit Coordinator
YEARS OF
INDUSTRY
EXPERTISE
10 AJ Guinto
Construction Inspector/Coordinator
YEARS OF
INDUSTRY
EXPERTISE
6 Education
Bachelor of Science (BS),
Marketing,
California State University
East Bay,
Hayward, CA
Associate of Arts (AA),
Psychology, Las Positas
Community College,
Livermore, CA
Aj has successfully supported
multiple projects while
having a high level of client
satisfaction. He is excellent at
working in collaborative
environments and
independently.
Skills
Proficient Using MS Office
Excellent Communication
Client Satisfaction
City of Salinas | Project & Construction Management, Inspection Services 27 Epicus Group
AJ is a member of Epicus’ Construction Management team delivering construction projects for PG&E’s Corporate Real Estate organization. He supports construction managers on multiple concurrent projects, providing services including construction inspections, review construction time and materials, daily reporting, special inspection and testing observations and coordination, review and processing of payment applications, invoices and purchase requisitions, change logs, COR and PCO reviews and processing, and project closeout.
PG&E North Portfolio
• Provide project support for over 50 projects with a Capital Improvement/Investment Budget of over $67M.
• Averaging 30 invoices and 8 purchase requisitions per month • Over a 2-year span over 130 projects closed
PG&E San Francisco GO – RAS Relocation ($54M)
Relocation and build-out of a 70,000 SF data center.
PG&E Redding Service Center - New Warehouse, Shops & Site ($29M) Weld Shop, site lighting and drainage improvements.
PG&E Sacramento – Fabrication Shop ($13M)
Expansion of existing operations building and fabrication shop to 13,000 SF.
San Rafael Service Fleet & Maintenance Weld Shop ($16M) Renovation of multiple service buildings and tenant improvements to the administration and operations buildings.
Education
Bachelor of Arts (BA),
Project Management
California State University
Eastbay (Currently
Enrolled)
Associate of Science
Heald College, San
Francisco, CA
Professional Career
2015 - Present
Jaime is a Project
Coordinator with
experience in design and
project execution for newly
constructed and tenant
improvements spaces.
Excellent project delivery
skills while maintaining
project schedules and
budgets.
Skills & Training
Bluebeam
Microsoft Excel
Microsoft Project
Microsoft Word
Project Reporting
Governance
Field Supervision
Bilingual – Spanish
City of Salinas | Project & Construction Management, Inspection Services 28 Epicus Group
Jaime Guadarrama
Inspector & Scheduler
YEARS OF
INDUSTRY
EXPERTISE
4 Jaime is a Construction Coordinator, Inspector and Scheduler with experience in project execution for new construction and improvement projects. Excellent project delivery skills while maintaining project schedules and budgets. . He supports construction managers on multiple concurrent projects, providing construction inspections, construction time and materials documentation, daily reporting, special inspection and testing observations and coordination, review and processing of payment applications, change logs, COR and PCO processing, and project closeout.
San Francisco GO – RAS Relocation ($54M)
Build out a new 73,000 SF high critical operation center, which includes office space, data rooms, and completed exterior site improvements. The project scope encompasses the planning, design, construction, and implementation phases of the PG&E Data Center Expansion Project. This includes site assessments, facility upgrades, equipment installation, testing, commissioning, and transition to operational status. The project adheres to industry standards, regulatory requirements, and PG&E's internal policies and procedures.
San Francisco GO – Wellness Center ($30M)
The objective of this project was to establish a dedicated 6,500 SF health and wellness center exclusively for PG&E employees, aimed at promoting employee health, well-being, and productivity. The center offered comprehensive healthcare services, preventive care, and wellness programs tailored to the specific needs of PG&E staff.
San Francisco GO – Capacity Improvements ($15M)
The focus of this project is to facilitate the relocation of PG&E employees to a new office space while undertaking minor renovations to customize the workspace and ensure a smooth transition. The project aims to optimize office layout, enhance functionality, and create a collaborative work environment that meets the needs of PG&E staff and supports organizational goals.
Vacaville Critical Operations Center ($70M)
Scope of work include design, build, and commission a state-of-the-art 20,640 SF Critical Operation Center (COC) for PG&E, equipped with advanced technologies, resilient infrastructure, and redundant systems to support the safe, reliable, and efficient operation of the electric and gas distribution systems. The COC serves as a centralized hub for monitoring, control, and response activities, enhancing situational awareness, grid management, and emergency preparedness.
San Rafael Service Center – Site Improvements and Investments ($33M) Design and construct a new 12,500 SF Weld Shop, 13,640 SF Vehicle Maintenance Shop, and 9,500 SF office space with conference rooms.
Implementation of energy-efficient technologies, renewable energy solutions, and conservation measures to reduce environmental impact and operational costs.
Fresno- Fleet Garage Redevelopment ($18.3M)
Demolished a 15,000 SF building comprised of vehicle service bays, hazardous materials storage, warehouse and office space. Replaced with a new 23,000 sf fleet garage. Disconnected all existing utilities and provided new utility connections. Managed needs assessment, business case and funding approval, planning, hazardous survey and remediation, design, permitting and construction phase activities.
Dedicated HR Generalist with 4 years of experience in managing employee relations, talent acquisition, labor compliance, and government programs management. Seeking to contribute dynamic HR skills to a progressive organization focused on employee development and organizational growth. Seeking to leverage expertise in regulatory compliance, stakeholder engagement, and program administration to contribute effectively to a dynamic organization focused on workforce development and community outreach. Adept at managing and administering government-funded initiatives, including workforce development programs. Committed to facilitating partnerships and driving positive outcomes in support of program goals and community development. • Manage full-cycle recruitment process, including sourcing candidates, conducting interviews, and facilitating onboarding procedures for new hires.
• Administer employee benefit programs, conduct benefits orientations, and address employee inquires regarding benefits & policies.
• Develop and implement HR policies and procedures to ensure compliance with state and federal regulations.
• Coordinate performance management processes, including conducting performance evaluations and providing feedback to employees and managers.
• Handle employee relations issues, including investigations, conflict resolution, and disciplinary actions when necessary.
• Conduct training sessions on topics such as sexual harassment prevention, diversity, and inclusion.
• Create compelling content for marketing collateral, including brochures, RFQs, website content, LinkedIn posts.
• Collaborate with cross-functional teams, including sales, product development, and design, to ensure alignment of marketing efforts with business objectives.
• Manages invoicing, proposals, Pos, and financial transactions, ensuring accurate tracking of money flow from customers and vendors while maintaining meticulous records for audit compliance. • Assist in managing corporate insurance programs, including workers compensation & general liability.
• Lead government certification processes, ensuring compliance and successful acquisition of essential certifications.
Education
Bachelor of Science (BS), Family
& Human Development
Arizona State University
Tempe, AZ
Skills
Proficient Using MS Office
Strong Communication &
Interpersonal Skills
Attention to Detail and
Organizational Skills
Efficient in QuickBooks
Certifications
HR Certification - SFSU
City of Salinas | Project & Construction Management, Inspection Services 29 Epicus Group
Gisella Espana
Labor Compliance Outreach & Government
Programs
YEARS OF
INDUSTRY
EXPERTISE
4 SAMPLE
DOCUMENTS
City of Salinas | Project & Construction Management, Inspection Services 30 Business Case
QAC Meeting Minutes
City of Salinas | Project & Construction Management, Inspection Services 31 Epicus Group
RFI
Submittal
City of Salinas | Project & Construction Management, Inspection Services 32 Epicus Group
FEE, SAMPLE INVOICE,
INSURANCE &
ADDENDUM
City of Salinas | Project & Construction Management, Inspection Services 33 City of Salinas
RFQ for Project Management, Construction Management and Inspections Services Fee Schedule contains Epicus’ hourly rates and position classifications for providing project management, construction management, and inspection services in accordance with the RFQ task statement of work. The rates provided are fully burdened for the posititions identified.
City of Salinas | Project & Construction Management, Inspection Services 34 Epicus Group
City of Salinas
Hourly billing rates are fully burdened rates inclusive of labor, fringe benefits, applicable taxes & insurance, overhead/G&A and profit.
Rates will adjust in 2025 and 2026.
Reimbursable expenses are dependent upon specific assignment, scop of services and duration. Reimbursable expenses would cover project related expenses such as transportation costs and from Salinas, project materials and supplies.
FEE SCHEDULE
Position 2024 Hourly Billing Rate
Principal $ 240.00
Sr. Project Manager $ 225.00
Project Manager $ 200.00
Sr Construction Manager $ 195.00
Construction Manager $ 170.00
Assistant Project Manager / Project Engineer $ 165.00
Project Coordinator / Administrator $ 125.00
Utility / Permit Coordinator $ 105.00
Inspector / Construction Administrator $ 105.00
Scheduler $ 125.00
Labor Compliance / Outreach $ 95.00
Epicus Group LLC
515 Burns Circle
San Ramon, CA 94583 US
[email protected]
www.epicusgroup.com
INVOICE
BILL TO
Jason Anderson
ATPD, Inc.
1 Post Street
Suite 2200
San Francisco, CA 94104
SHIP TO
Jason Anderson
ATPD, Inc.
ATPD, Inc
1 Post Street
Suite 2200
San Francisco, CA 94104
INVOICE # 878
DATE 05/31/2024
DUE DATE 07/15/2024
TERMS Net 45
P.O. NUMBER
5934
DATE DESCRIPTION QTY RATE AMOUNT
05/31/2024 AJ Guinto - Project Specialist 1 0.00
05/31/2024 Andrew Souza - Owners Representative 1 0.00
05/31/2024 Annamaria Cerros - Owners Representative 1 0.00 05/31/2024 Paul Nunez - Project Specialist 1 0.00
05/31/2024 Ron Espana - Portfolio Manager 1 0.00
05/31/2024 Reimbursable Expense - May 1 0.00 0.00
BALANCE DUE $0.00
ADDENDUM NO. 1
DATE: May 2, 2024
TO: Potential Responders to Request for Qualifications
FROM: Francisco Brambila, Acting Planning Manager
RE: Request for Qualifications for On-Call Project Management, Environmental Services, Construction Management, and Inspection Services This Addendum answers questions e-mailed to [email protected] and submitted to the City through PlanetBids.
Questions and Answers:
1. We attempted to download the files from your planet bids page, however the documents tab is empty. May we have a copy of the RFP for On-Call Project Management, Environmental Services, Construction Management, and Inspection Services please?
Answer: Yes, on April 19, 2024, the City uploaded two PDFs within PlanetBids in response to this question. One PDF contained the On-Call Project Management, Environmental Services, Construction Management, and Inspection Services RFQ and the second PDF contained a template of the City’s Agreement for Professional Services.
2. The RFQ states to include biographies or resumes of each team member in section
2. Firm Experience and Qualifications. Can we include the resumes for the team in an Appendix?
Answer: Yes, potential responders to the RFQ can add their team’s biographies or resumes as an appendix and/or attachment within their proposal.
3. We would like to clarify if we can submit our package specific to areas of Focus 1 & 3 (Project Management & Construction Management) if possible or if the City is seeking only proposals containing all 4 Focus Areas in one submission.
Answer: The City invites submissions for one or all the services detailed in the RFQ.
These submissions may target multiple Focus Areas or concentrate on a single Focus Area, as determined by the applicant's discretion.
END OF ADDENDUM
Northern California Office
12647 Alcosta Boulevard, Suite #360
San Ramon, CA 94583
www.epicusgroup.com
Southern California Office
888 West E Street #502
San Diego, CA, 92101
Form: Professional Services Agreement v. October 2023 Page 1 of 16 Cumming Group
June 2024
MASTER SERVICE AGREEMENT
FOR PROFESSIONAL SERVICES
BETWEEN
THE CITY OF SALINAS AND CUMMING
GROUP
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Form: Professional Services Agreement v. October 2023 Page 2 of 16 Cumming Group
June 2024
Contents
RECITALS ..................................................................................................................................... 4 TERMS ........................................................................................................................................... 4
1. Scope of Service. ................................................................................................................. 4
2. Term; Completion Schedule. ............................................................................................... 4
3. Compensation. ..................................................................................................................... 4
4. Billing. ................................................................................................................................. 4
5. Meet & Confer. .................................................................................................................... 5
6. Additional Copies................................................................................................................. 5
7. Responsibility of Consultant................................................................................................ 5
8. Responsibility of City. ......................................................................................................... 5
9. Acceptance of Work Not a Release. .................................................................................... 6
10. Indemnification and Hold Harmless. ................................................................................... 6
11. Insurance.............................................................................................................................. 6
12. Access to Records................................................................................................................ 6
13. Non-Assignability................................................................................................................ 6
14. Changes to Scope of Work. ................................................................................................. 6
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 .......................................................................................................................... 8
23. Notices. ................................................................................................................................ 9
24. Nondiscrimination................................................................................................................ 9
25. Conflict of Interest. .............................................................................................................. 9
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
Form: Professional Services Agreement v. October 2023 Page 3 of 16 Cumming Group
June 2024
32. Legal Representation. ........................................................................................................ 10
33. Joint Representation........................................................................................................... 10
34. Warranty of Authority........................................................................................................ 11
35. No Waiver of Rights. ......................................................................................................... 11 Exhibit A - Insurance Requirements............................................................................................. 12 Exhibit B - Fee Schedule .............................................................................................................. 15 DRAFT
Form: Professional Services Agreement v. October 2023 Page 4 of 16 Cumming Group
June 2024
MASTER SERVICES AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN
THE CITY OF SALINAS AND CUMMING GROUP
This Master Service Agreement for Professional Services (the “Agreement” and/or “Contract”) is made and entered into this 18th day of June 2024, between the City of Salinas, a California Charter city and municipal corporation (hereinafter “City”), and Cumming Group, a California corporation (hereinafter “Consultant”).
RECITALS
WHEREAS, Consultant represents that he, she, or it is specially trained, experienced, and competent to perform the special services which will be required by this Agreement; and WHEREAS, Consultant is willing to render such professional services, as hereinafter defined, on the following terms and conditions.
NOW, THEREFORE, City and Consultant agree as follows:
TERMS
1. Scope of Service. It is understood by the City and Consultant that Consultants performs or secures the performance of Project Management 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 Community Development Department, Housing Division Planning Manager.
2. Term; Completion Schedule. This Agreement shall commence on June 18, 2024, and shall terminate on June 17, 2027, unless extended in writing by either party upon (30) days written notice. This Agreement may be extended only upon mutual written consent of the parties and may be terminated only pursuant to the terms of this Agreement.
3. Compensation. City hereby agrees to pay Consultant for services rendered the City pursuant to this Agreement on a time and materials basis according to the rates of compensation as set forth in Exhibit B. The Master Services Agreement for Professional Services will be for a not to exceed amount of three hundred thousand ($300,000).
4. Billing. Consultant shall submit to City an itemized invoice, prepared in a form satisfactory to City, describing its services and costs for the period covered by the invoice. Except as specifically authorized by City, Consultant shall not bill City for duplicate services performed by more than one person. Consultant’s bills shall include the following information to which such services cost or pertain:
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Form: Professional Services Agreement v. October 2023 Page 5 of 16 Cumming Group
June 2024
(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 to process any payment to Consultant until thirty (30) days after a correct and complying invoice has 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 Agreement 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 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.
DRAFT
Form: Professional Services Agreement v. October 2023 Page 6 of 16 Cumming Group
June 2024
(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 materials, 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 omission of the Consultant, 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 Consultant’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 without express written approval of the City.
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 DRAFT
Form: Professional Services Agreement v. October 2023 Page 7 of 16 Cumming Group
June 2024
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 expenses 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:
(1) Upon receipt of written notice of such termination promptly cease all services on this project, unless otherwise directed by City; and DRAFT
Form: Professional Services Agreement v. October 2023 Page 8 of 16 Cumming Group
June 2024
(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.
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.
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Form: Professional Services Agreement v. October 2023 Page 9 of 16 Cumming Group
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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:
John Olsson, CCM, Vice President
Cumming Group
4020 Moorpark Ave., Suite 220
San Jose, CA 95117
[email protected]
408-540-4708
(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) or 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.
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 violation of any DRAFT
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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 Political 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. Neither 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.
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 or drafting the Agreement, or any part thereof, shall be applicable or invoked.
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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: John Olsson
Its: Vice 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”): Insurance 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 Consultant has no owned autos, hired and non-owned, with limits 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 Date 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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June 2024
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City of Salinas
Response to Request for Qualifications
Project Management, Environmental Services,
Construction Management, and Inspection Services for
Multiple Public Facilities Improvement Projects
Focus Areas 1 and 3
May 10, 2024
cumming-group.com
Table of Contents
Section 1.
COVER LETTER 4
Section 2.
FIRM EXPERIENCE AND QUALIFICATIONS 6
Section 3.
FEE STRUCTURE 38
Section 4.
GENERAL CONTRACT REQUIREMENTS 42
cumming-group.com 2 City of Salinas | RFQ Response
Section 1
Cover Letter
4020 Moorpark Ave.
Suite 220
San Jose, CA 95117
T 408-246-6327
cumming-group.com
May 10, 2024
Francisco Brambila, Acting Housing Planning Manager
City of Salinas
Community Development Department
65 West Alisal Street
Salinas, CA 93901
Re: Request for Qualifications for Project Management, Environmental Services, Construction Management, and Inspection Services for Multiple Facilities Improvement Projects, Focus Areas 1 and 3 Dear Mr. Brambila,
Cumming Management Group, Inc., is pleased to present the City of Salinas with our response to the above-referenced RFQ. We offer full-scope, beginning-to-end construction management consulting services, giving us the unique ability to provide not only comprehensive program, project, and construction management services, but also à la carte services covering any stage of project development.
Established in California in 1996, Cumming Group has since grown to more than 2,000 team members in 50+ offices worldwide. We are recognized today as one of the very best project and construction management firms in the U.S., while still maintaining our independence and individualized level of service.
We wish to be considered for the following two focus areas identified in the RFQ:
Focus Area 1 – Project Management and Focus Area 3 – Construction Management We have extensive capabilities in both of these areas, having successfully addressed the project and construction management needs of numerous Northern Californian projects for municipal, county, state, and federal entities over the past 28 years. With our unmatched experience, deep regional knowledge, and highly specialized expertise, Cumming Group is ideally suited to addressing the project and construction management needs of the City of Salinas.
Why Cumming Group?
• Our qualified team. Led by Cumming Group Vice President John Olsson, CCM, our team includes seasoned veterans in all aspects of project and construction management. They are experts in their proposed roles and are supported by a talented team of in-house professionals who possess extensive individual and collective experience working with California public clients over the last decade. We are committed to putting forth our best team members to ensure project success. • Our history with successful public projects. Since our inception in 1996, Cumming Group has worked on more than 2,500 public sector assignments covering a wide range of new construction, modernization, and renovation projects. We have provided these services for public agencies across the state, including the Alisal Union School District, the City of Scotts Valley, UC Santa Cruz, the County of Santa Cruz, and the City of Mountain View, among many others. • Our ability to deliver projects on budget. Cumming Group’s in-house cost management team is the largest in the country.
Our team of quantity surveyors, cost managers, MEP specialists, and market economists enable us to accurately budget – and then deliver on-budget – every project we manage. Our in-house economists produce and publish Cumming Insights, a comprehensive, quarterly construction market analysis that tracks regional and global trends affecting the industry, such as unemployment, GDP, energy costs, currency indices, materials and labor costs, and construction volume. This wealth of knowledge informs our cost management practice, which will help ensure your project is delivered on budget. cumming-group.com
• Our industry recognition. Since 1996, Cumming Group has specialized in providing value to California public clients and has become a trusted advisor in providing high-quality project and construction management services. This trust is evidenced in our 14th-place ranking in Engineering News-Record’s most-recent listing of the Top 100 Professional Services Firms, our consistent recognition for excellence by the Construction Management Association of America, and our 85% repeat business rate.
In the area of availability, Cumming Group’s current and projected capacity can comfortably support the staffing needs of the City’s projects. Our team is accustomed to providing services for several projects concurrently, including within tight time constraints.
Because of this, we can commit to providing the appropriate resources and dedicating the personnel necessary to ensure the success of your future on-call projects. In addition to the key staff identified in this document, Cumming Group’s personnel resources include more than 250 employees in Northern California, with offices in Roseville, Concord, Oakland, San Francisco, Mountain View, and San Jose.
In addition to the RFQ and sample professional services agreement released on April 19, 2024, we have also received and reviewed Addendum No. 1 (Q&As) issued on May 2, 2024.
As Vice President, I, John Olsson, am authorized to represent the firm and make binding decisions in all matters relating to our response to the RFQ. I will serve as the point of contact for receipt of all notices and speak on behalf of Cumming Group during the evaluation process. We hope our submission reflects our genuine interest and conveys our enthusiasm for this opportunity to partner with the City of Salinas and we are confident we can provide significant value to your projects. Please do not hesitate to contact us directly should you have any questions or wish to discuss our submittal more in depth. Thank you for the opportunity and your consideration.
Sincerely,
John Olsson, CCM
Vice President
P: 408-540-4708
E: [email protected]
Contact Person John Olsson, Project Executive
Phone: 408-540-4708 / Email: [email protected]
Firm Name and Address
Cumming Management Group, Inc.
4020 Moorpark Ave., Suite 220
San Jose, CA 95117
Section 2
Firm Experience and
Qualifications
Where others see projects, we see
opportunities. Our passion, precision,
and steadfast dedication to your success
are what truly set us apart from the
competition.
Section 2. Firm Experience and Qualifications
A general description of the services provided by the proposer’s firm and sub- consultant.
Firm Overview
Established in 1996 as a project and cost management
company, Cumming Group has evolved into a multifaceted
consulting firm with a determined focus on providing services that add value at every step of a project. Over the last 28 years, we have grown our presence to 50 offices worldwide — including 11 offices in California — and employ more than 2,000 team members.
Within Northern California, we have seven office locations with more than 250 team members, including certified construction managers and project management professionals, certified cost consultants, licensed engineers and architects, project engineers, schedulers, constructability review managers, LEED Accredited Professionals, ADA experts, and more. We are wellversed in responding quickly to owners’ needs and allocating our best available resources.
Cumming’s exceptional project and construction management skills have led to us becoming one of the most successful firms in our industry. We operate with optimal efficiency, we hire and train the most talented and motivated industry leaders, and we actively explore opportunities to improve and add value.
We pride ourselves on offering the personalized service of a small company, while at the same time having the breadth of resources and company-wide standards of a larger, established organization. This enables us to provide customized,
consistent, and high-quality services for our clients.
Our approach to providing services is based on the idea that we work for you: everything we do is on your behalf and in your best interest. We have the unique ability to offer not only comprehensive project and construction management services, but also à la carte services at any stage of project development.
We have a solid history of utilizing experienced staff, strong project management controls, and proven methods to deliver projects successfully. Our hallmarks are collaboration, integrity, commitment, strong management, and proactive leadership during all phases, with detailed documentation throughout the process to enable clients to make informed decisions.
Public Project Experience
From its inception, Cumming Group has specialized in public and civic projects. We have supported dozens of California municipalities and public agencies on work ranging from smaller capital maintenance projects to multibillion-dollar building programs, providing us with an unmatched level of experience in the state.
Our project experience includes the completion of more than 10,000 assignments in support of owners, architects, engineers, and others. This includes more than 1,000 projects for cities and counties, covering fire and police facilities, city halls, civic centers, libraries, port or harbor facilities, libraries, offices, community centers, parks, animal shelters, and maintenance facilities, among others.
Our experience covers everything from new construction and renovations to tenant improvements, feasibility studies, and site assessments for projects ranging in budget from under $500,000 to more than $230 million.
Exclusively Representing Owners
The key characteristic that differentiates Cumming Group from other construction industry service providers is our unwavering commitment to exclusively representing owners. Many of our competitors design or build facilities while also attempting to represent owners fairly and objectively. True advocacy is not always possible when the owner’s interests are not primary.
Cumming Group does not engage in activities that may create a conflict of interest, such as real estate transactions, facility management, architectural design, or general contracting. We do not have competing business interests as we act purely as an owner’s representative.
Cumming Group is currently ranked
14th in Engineering-News-Record’s
listing of the Top 100 Professional
Services Firms and has ranked in the
Top 40 for the last 15 years.
cumming-group.com 7 City of Salinas | RFQ Response
Cumming Group’s Full Suite of Services
For more than 28 years, Cumming Group has worked on critical public-sector projects requiring quick, efficient, and high-quality responses. During this time, we have developed a menu of services designed to support our clients with expert resources at the very moment they are needed.
PLANNING DESIGN CONSTRUCTION CLOSE-OUT / POSTCONSTRUCTION Program, Project,
and Construction
Management
• Project scope
development
• Feasibility studies
• Entitlements
• Project delivery
consulting
• Consultant procurement
• Design criteria
development
• Design management
• Sustainability consulting
• Constructability reviews
• Value analysis
• Risk management
• Bid facilitation
• Change management
• Quality assurance
• Contract administration
• QA/QC status meetings
• Schedule management
• FF&E coordination
• Punchlist facilitation
• Move management
• Lessons learned
• Expert testimony
Schedule Management
• Master scheduling/
budgeting
• Schedule scenarios
• Phasing + logistics
• Project cost-loading
• Risk analysis (QRA)
• 4D + 5D modeling
• Design + construction
scheduling
• Earned value + monitoring
• Schedule risk mitigation
• Resource analysis +
schedule controls / Div 1
• Audit
• Expert testimony
• Commissioning
management
Cost Management and
Estimating
• Market studies
• Feasibility analysis
• Target cost modeling
• Contingency analysis
• Life cycle cost analysis
• Sustainability cost
analysis
• Quantity takeoffs
• Milestone estimating
• Value engineering
• Risk analysis (QRA)
• Bid review
• GMP negotiation
• Continuous cost
management
• Change order reviews
• Payment application
reviews
• Project monitoring /
lender services
• Final change order
approvals
• Final payment reviews
• Benchmarking
• Asset tagging
• Project + cost auditing
Program and Project
Controls
• Controls systems design
• Controls systems
integration
• Processes + procedures
• Budget forecasting
• Team communications
• Design status reporting
• Budget monitoring
• Milestone scheduling
• Cash flow monitoring
• Cash flow reporting
• Earned value reporting
• Document controls
• Cost controls
• Schedule controls
• Close-out reporting
• Document archiving
• Financial close-out
Energy and
Sustainability Services
• Benchmarking
• Energy audits
• Renewable energy
(Solar PV)
• Sustainability master
planning
• Electric vehicle (EV)
planning
• Climate action plans
• Design review (energy
codes)
• Life cycle cost analysis
• Third-party financing
• Revolving green funds
• Commissioning plan
• Building certification
• LEED certification (or
other standard)
• Utility incentives + rebates
• Commissioning
• Retro commissioning
• GHG reporting
• Operations + maintenance
GPRO training
• Environmental
management systems
(ISO 14001)
Procurement and
Contracts Services
• Value planning
• Procurement Strategy
and advice
• Risk Management
• Market Intelligence
• Procurement Report and
Recommendation
• Prepare Design
Consultant/Construction
Manager/GC RFQs & RFPs
• Facilitate work sessions/
scorecards
• Proposal & bid analysis/
firm recommendation
• Contract negotiations
• Contract finalization &
execution
• Claims entitlement /
management
• Change order review /
processing
• Draft amendments to
contracts
• Contracts Support
• Dispute Resolution
• Lessons learned
• Develop templates &
management plans
training
• Contract risk reviews
• Contracts training /
ongoing support
cumming-group.com 8 City of Salinas | RFQ Response
An Approach That Emphasizes Quality
Cumming Group’s project and construction management
approaches are reinforced by a quality assurance and control regimen refined through years of work on large public projects.
Our performance-based process is based on lessons learned and targets critical project success factors such as conformance to our client’s scope, schedule, and budget; Cumming Group and subconsultant team member performance; communications
effectiveness; and claims avoidance.
We produce deliverables that fit the needs of our clients and communicate the appropriate level of detail to the intended audience. We perform services with the highest level of care and also address the quality of deliverables and outcomes produced by others.
Our focus is on minimizing and mitigating the risks inherent in construction. We stress comprehensive controls that address cost, resources, and schedule parameters in a manner that allows continual trend reporting and proactive troubleshooting.
Focused on Quality From Beginning to End
During design, Cumming Group implements a rigorous
constructability review program to reduce change orders and mitigate time delays and claims. Our constructability reviews bring to light conflicts or challenges not recognized by the design team during the development of the design documents, including availability of materials, site logistics, code elements, and equipment space restrictions. We also ensure that the bid documents are complete, comprehensive, and accurate, further minimizing change orders.
Cumming Group develops quality-control checklists to
manage startup, acceptance, and closeout procedures with the inspector of record and all other required inspectors. At the beginning of construction, we ensure that each specialty inspector reviews the contract documents outlining the most important elements to include in the quality control data. Then, during construction, Cumming Group systematically verifies that reviews, certifications, inspections, and tests are being performed. We document all inspections, identify items that have been satisfactorily inspected, and target those requiring corrective action.
Delays in inspector approvals equate to delays in contract closeout, so our team members proactively drive contractors to correct any contract deviations. At weekly meetings, we discuss the contractors’ completed activities and evaluate the effectiveness of our shared quality control measures. We advise contractors to implement any needed improvement measures in time for upcoming activities.
The successful closeout of construction projects is contingent on comprehensive and accurate as-built drawings. Cumming Group requires and verifies the latest as-built drawings from each contractor before approving each payment application. We stipulate that contractors post any modifications to the contract documents before submitting payment requests.
Budgeting
During pre-design, Cumming Group develops a preliminary budget as a baseline as part of our stringent cost management approach. This budget incorporates allowances and
contingencies for potential change orders, which are tracked via change order log. At every design phase (schematic design, design development, 50%/100% construction documents), we develop a comparison report comparing the architect’s estimate to ours. The report captures all inconsistencies, allowing the team to monitor scope creep and ensure we are designing to the budget.
During construction, Cumming Group analyzes the financials submitted by the contractor. We thoroughly vet and process any change orders received. Contracts are assigned to a specific funding source as part of budget development and tracked via a contractor payment spreadsheet, allowing us to monitor payments and ensure the budgeted funding is not overrun. This also allows us to forecast funds and recognize when cash flow is running low.
Our focus is on minimizing and mitigating
the risks inherent in construction. We stress
comprehensive controls that tie cost, resources,
and schedule parameters in a manner that
allows continual trend reporting and proactive
troubleshooting.
cumming-group.com 9 City of Salinas | RFQ Response
Scheduling
Cumming team members are experts at developing control
systems to manage design and construction. The project master schedule is the controlling document and the key tool for measuring performance against plan. It integrates all essential events and identifies tasks, responsibilities, milestones, and phases of major actions for each participant. Cost and manpower loading of schedules ensures we have the tools to accurately manage the job’s progress.
Our team believes in developing both summary and detailed schedules for time management control. Summary schedules, by design, inform and update senior management, while
detailed construction schedules provide the day-to-day
operational tools for time management.
Our key to schedule control during construction is a Critical Path Method (CPM) schedule that combines all work activities with the resources needed for that work. The master CPM network identifies and monitors major project milestones for every team member and is the detailed construction schedule that all parties use for the project’s duration.
Throughout a project, we review the contractor’s schedules and perform weekly schedule audits and CPM monthly update reviews to enable us to maintain control. By reviewing the critical path and key milestones with the contractor on a weekly basis we can ensure that the project stays on schedule and plan for potential delays before they occur.
Should any of the milestone dates begin to slip, Cumming Group assists decision-making authorities by offering solutions for making up time and protecting the schedule. However, should outside influences make adjustment impossible, we can adjust the master project schedule by consuming float time, considering an extension of time for the project, or initiating a recovery schedule to recover lost time.
In all cases, Cumming Group investigates all avenues for correction before expending additional project time and money.
We present the information along with our recommendations for mitigation options to the client’s leadership team for final direction and decision.
Document Control
Cumming Group employs a contract management tool to
conduct administrative contract management functions and establish detailed information for tracking progress. This tool allows us to organize projects or tasks within a program, utilizing a portfolio system that groups items as requested (such as by end user or by funding source). This organizational structure allows project tracking and reporting by the group selected, yielding budget and cost data comparisons, schedule status, and informational updates. These capabilities support continuous financial planning at the program level and allow us to assess effects on funding plans with ease.
Our in-house system, CAPP, provides easy-to-read, easy-tooperate information tracking for budgets, RFI logs, daily reports, expenditures, and commitments. It serves as a secure program management and accounting resource that establishes different levels of authority for viewing and editing information.
Cumming Group primarily uses Primavera P6 as a multi-project planning and scheduling tool to create, track, and report the majority of project and program level information. Some of our most common reporting options include:
• Master and Forward Scheduling (including Entitlements and Transition Planning)
• Monthly Schedule, Cost, and Resource Management
• As-Planned Schedule Validation and Adjustments
• Comparative Critical Path Delay and Acceleration Analyses • Design Directives, Procurement, Logistics, and Means and Methods Assessments
• Labor Productivity and Utilization Studies
• Earned Value Analysis
• Value Stream Mapping
• Program Cost Trends Budget vs. Actuals
• Program Level Dashboard Reporting
Cumming Group has considerable experience with multiple applications for scheduling, contract management, and records management. The implementation of these applications,
combined with our experience, technical expertise, and effective processes, allows us to provide real-time information to our clients, resulting in logic-based decisions, claims avoidance, and high-quality projects delivered on time and on budget.
Customer Service
Cumming Group’s philosophy is “Manage each project like we own it.” We are committed to creating value for our
clients through our proven expertise and to building lasting relationships based on trust, reliability, and results. Cumming Group provides its services to public agencies as an owner’s representative, working collaboratively and transparently with client stakeholders to deliver services that achieve our client’s goals and objectives.
Since our inception in 1996, Cumming Group has become
a recognized leader in providing high-quality, professional construction management consulting services. This is reflected both in our Top 40 ranking for the last 15 years on Engineering News-Record’s list of Top 100 Professional Services Firms in the United States and in our 85% repeat business rate.
These accomplishments are a direct result of our companywide, institutional emphasis on providing best-in-class customer service, and in approaching every service offering from the perspective of the client. This allows us to ensure that clients are getting maximum value for their money, and that they will be satisfied with their projects for many years to come. cumming-group.com 10 City of Salinas | RFQ Response
Innovative Approaches to Project Success
At Cumming Group, we take immense pride in continually
raising the bar with technology and innovation. We don’t just adapt to change; we drive the process. We utilize the power of technology to bring value to our clients and their projects.
We understand every project is unique, and that each project deserves a perfectly tailored technology solution. We dive deep into understanding a project’s requirements, a team’s goals, and the client organization’s core values. This comprehensive understanding allows us to craft a technology mix that is laser-focused on delivering data transparency, accessibility, auditability, security, and quality across every facet of a project.
Our team of systems integrators and data analysts are equipped with the latest advancements, including our proprietary software (CAPP), to validate, analyze, check, and compare data.
We don’t offer one-size-fits-all solutions; instead, we collaborate with clients to design technology solutions that seamlessly integrate platforms to serve a project and team’s unique needs.
Integrating Data From the Start
Our commitment to value creation through technology starts from day one. We kick off our engagements with a meticulous fit-gap analysis that considers the client’s current systems and requirements. This process identifies all data sources, determines the level of data granularity needed, and pinpoints key stakeholders. The client’s performance indicators are incorporated alongside ours, ensuring a unified approach that delivers results.
Data security is also a top priority at Cumming Group. We conduct annual penetration testing, security awareness
training, and external audits to ensure that our technology systems are a fortress against threats.
Utilizing Technology to Minimize Disruptions
We understand disruption can be a challenge, so our technology platforms are designed to support the processes that drive project success while minimizing disruption. Whether it is Data Management Systems (DMS), Management Information Systems (MIS), or Building Information Modeling (BIM) tools, we have the expertise to tailor them to a project’s specific needs. Our systems work seamlessly within client networks or through cloud technology, offering flexibility and agility.
Our arsenal of DMS/MIS systems comprises industry-leading project management and business application software,
including Procore, Ingenious.Build, and CAPP for project and program administration; Oracle’s Primavera Contract Management CM13 and P6 products, iTwo CostX, Destini
Estimator, Crystal Ball Risk, PRA Risk, and Synchro 4D
Scheduling. We’ve also developed in-house applications like our customized dashboard to integrate with industry-standard systems seamlessly.
Empowering Through Data
Our data team is dedicated to creating actionable insights that communicate effectively across all levels of a client’s organization. We don’t just analyze data. Leveraging PowerBI and Tableau, we transform it into visuals that empower on-site staff and inform decision-makers in the office. Our technology best practices guarantee that our tools convey a persuasive, precise narrative.
The implementation of these software applications, combined with our technical expertise and streamlined processes, enables us to provide real-time project information. This results in logicbased decisions, claims avoidance, and the successful delivery of high-quality projects within budget.
Working closely with our clients, our
team provides the technical knowledge,
leadership, and resources needed to drive
the process and achieve successful project
outcomes.
cumming-group.com 11 City of Salinas | RFQ Response
The qualifications of each team member providing the requested services and their experience working with municipal departments, commissions, elected officials, and the community.
Project Team
The key to successfully staffing our on-call and long-term contracts starts with our ability to scale our team to meet the needs of each on-call project seamlessly. Once staffing needs are determined in consultation with City staff, Project Executive John Olsson and Projector Director Casino Fajardo will identify experienced, available candidates with the right expertise on the Cumming Group team. The team members we have listed below can be supplemented as necessary by our deep bench of diversely qualified employees in Northern California who are available and ready to support requested City of Salinas on-call projects.
While rare, if we evaluate our team and find that we are lacking local team members who align with the requirements and duration needed for a project, we can coordinate with our internal talent acquisition team (with the approval of City of Salinas staff) to identify other Cumming Group experts throughout the nation, or search for external options in their database of qualified candidates. Both options ensure that the City will receive the support needed to complete projects on time and within budget.
The table below provides an overview of our proposed key personnel’s roles and responsibilities, as well as their experience with projects that involved municipal departments, commissions, elected officials, and the community. Detailed resumes highlighting individual qualifications, certifications, recent relevant projects, and years of experience can be found at the end of this section.
Name and Role Qualifications and Responsibilities Recent Public Experience John Olsson, ccm
Project Executive
John Olsson has more that 45 years of education, public, and commercial construction experience covering a wide variety of complex, challenging projects. He is an experienced leader with the ability to successfully coordinate efforts of diverse project teams.
As the Project Executive on our relationship with the City of Salinas, John will be responsible for leading executive interface with the City and ensuring the overall success of the Cumming Group team. • City of Mountain View
• City of Scotts Valley
• City of Cupertino
• City of Palo Alto
• University of California, Santa Cruz
• County of San Mateo
Casino Fajardo, cbcp
Project Director
Casino Fajardo is a leadership and management professional with more than 22 years of experience successfully delivering missioncritical projects and multi-year building programs. In the role of Project Director, Casino will orchestrate the day-to-day functions of the Cumming Group team and work closely with John Olsson on issues concerning personnel and deliverables, particularly in the early stages of each project.
• Alisal Union School District
• Pleasanton Unified School District
• North Monterey County Unified
School District
• Alum Rock Union School District
• University of California, Santa Cruz
Jie Liu, ncarb, leed ap
bd+c
Lead Project Manager
Licensed architect Jie Liu has a decade of experience working to transform architectural concepts into tangible structures. As the engagement’s Lead Project Manager, Jie will oversee the project team, facilitate communication between stakeholders, and ensure a successful outcome by implementing strategies to mitigate risks and optimize project delivery.
• Pleasanton Unified School District
• North Monterey County Unified
School District
• Alum Rock Union School District
• University of California Davis
Stephen Goltiao
Project Manager
Stephen Goltiao is a seasoned project manager with more than 20 years of experience and a passion for optimizing processes and maximizing value for the client. As the Project Manager for this engagement, Stephen will take primary responsibility for project tasks that include scheduling, planning, resource forecasting, and project logistics, as well as overseeing RFIs, submittals, and purchase orders. Stephen will also coordinate with contractors, inspectors, City staff, and the design team; review project documentation; lead team meetings; and issue project reports. • Pleasanton Unified School District
• North Monterey County Unified
School District
• Alum Rock Union School District
• University of California, Santa Cruz
Suzanne Mainguy
Assistant Project
Manager
Suzanne Mainguy has more than eight years of experience in commercial and institutional construction, including multiple project for Alisal Union School District in Salinas. As Assistant Project Manager, Suzanne will support the Project Manager by coordinating tasks, managing resources, ensuring safety compliance, and assisting in the resolution of issues.
• Alisal Union School District
• Alum Rock Union School District
• North Monterey County Unified
School District
cumming-group.com 12 City of Salinas | RFQ Response
Name and Role Qualifications and Responsibilities Recent Public Experience Brian Mirador
Project Engineer
With seven years of experience in the administration of architectural design and construction projects, Brian Mirador is an expert at providing essential support that ensures the smooth completion of each project. Brian’s responsibilities on Cumming Group’s City of Salinas team will include providing support with scheduling, planning, resource forecasting, project logistics, and project-related paperwork, including RFIs, submittals, and purchase orders. • University of California, Santa Cruz
• Alum Rock Union School District
• Pleasanton Unified School District
Vincent Ly, leed ap
bd+c
Scheduler
Vincent Ly has more than 20 years of experience providing project management, planning, and scheduling services on complex new construction, upgrade, and renovation projects. As Scheduler, Vincent will collaborate with project managers, contractors, and other stakeholders to ensure that work for the City of Salinas is coordinated efficiently, deadlines are met, and potential delays are identified and addressed to optimize project timelines, resource allocation, and overall project success.
• City of Cupertino
• City of Goleta
• County of San Bernardino
• City of Los Angeles
• City of Long Beach
Nick Mata, cpe
Cost Manager
Nick Mata has more than 22 years of construction industry cost estimating experience. For the City of Salinas, Nick will deliver meticulous budget planning, monitoring, and analysis that ensure cost-effective solutions without compromising quality, helping to deliver every project within budgetary constraints and maximize value for the City.
• Pleasanton Unified School District
• San Mateo-Foster City School District
• Sonoma County Junior College District
• Freemont Unified School District
• Oakland Unified School District
Christine Marez, leed
ap, env sp, cig, eit
Sustainability Lead
With more than 30 years of experience, Christine Marez is a Senior Vice President and head of Sustainability and ESG for Cumming Group’s global portfolio, supporting our clients in achieving carbon reduction and project and program
sustainability goals. She will support the team on any City projects that require expertise in decarbonization, sustainability and climate solutions, renewable energy, or battery storage. • City of Oakley
• City of Oxnard
• County of San Diego
• Tumwater, WA
• Grants Pass, OR
• Ellensburg, WA
• Judicial Council of California
Cumming Group provides its services to public agencies
as an owner’s representative. We work collaboratively and transparently with client stakeholders to deliver services that achieve our client’s goals and objectives.
cumming-group.com 13 City of Salinas | RFQ Response
A list of representative projects completed by the firms and individuals proposed to work on this project that best exemplify the scope of services requested in this RFQ. For each project reference, include the project name, the client contact, the client’s phone number and email, the dates the work was accomplished, and a brief description of the work accomplished.
Relevant Project Experience
The relevant projects below and on the following pages highlight Cumming Group’s experience and performance providing services similar to the City’s assignment.
City of Mountain View
Community Center and On-Call Projects | Mountain View, CA Client
City of Mountain View
Description
Cumming Group provided project and construction
management services for the City of Mountain View’s Rengstorff Community Center project. This $23.5-million, 22,000-sq.-ft. building is located on 3.6 acres and involved new ground-up construction and renovations to an existing building, including seismic retrofits and a large community room; roads, parking, infrastructure, and new stop light installation; a day care center with outdoor children’s play area; walking paths and picnic areas; and completely new landscaping and lighting for park areas.
We worked with the City and designers to manage scheduling, review designs, estimate costs, and affect design changes to keep the renovation and addition within budget. This project had several unforeseen conditions discovered during demolition, some of which were quite significant. We monitored the changes and negotiated reasonable amounts for the
changed scope. We also worked diligently with the general contractor to keep delays due to changes to a minimum and pushed for the timely completion of the building. The project came under the total budget by $4K.
Additionally, Cumming Group managed upgrades to the
alerting systems in all five of Mountain View’s fire stations and a two-phased 3,300-sq.-ft. tenant improvement project at Mountain View’s City Hall. City Hall remained open during the construction, and care was taken not to impede day-to-day operations of the facility.
Dates Work was Accomplished
September 2015 – March 2019
Client Contact
David Printy, Senior Project Manager /
[email protected] / 650-903-6162
cumming-group.com 14 City of Salinas | RFQ Response
City of Scotts Valley
On-Call Capital Improvement Projects | Scotts Valley, CA Client
City of Scotts Valley
Description
Cumming Group is providing on-call project and construction management services to support the programming, design, and construction of projects totaling $7.8 million for the City’s Public Works Department – Engineering Division. Project categories include wastewater, transportation, storm drains, parks, general facilities, police, and information technology.
Cumming Group’s services include project management for design and construction, assisting in review of construction documents (drawings and specifications), and construction administration (field inquiries, coordination, RFIs / submittals, etc.).
Projects have included pavement rehabilitation on Bean Creek Road, roof replacement at City Hall, HVAC work at City Hall, and renovation of the Police Department locker room.
Dates Work was Accomplished
August 2022 – Present
• Bean Creek Road Pavement Rehabilitation:
September 2022 – June 2023
• City Hall Roof Replacement: October 2022 – May 2023
• City Hall HVAC: October 2022 – May 2023
• Police Locker Room Renovation: August 2022 – March 2023 Client Contact
Chris Lamm, Public Works Director / [email protected] / 831-440-5600
City of South San Francisco
Fire Station 61 Training Tower | South San Francisco, CA Client:
City of South San Francisco
Description
Cumming Group is providing project and construction
management services for the renovation of the City of South San Francisco’s Fire Station 61 Training Tower.
The project includes a six-story training tower built in 2006, a two-story residence, and a one-story annex. A structural inspection report completed in 2015 concluded that the
structure has extensive rusting throughout and requires preventative repairs to stop the building deterioration.
Cumming’s work on the project is anticipated to include project and construction management service during design, bidding, construction, and closeout on the following components:
• Repair and replacement of all rusted exterior materials • Update to the gas detector systems
• Retrofitting or replacement of the intake fan systems and equipment
Cumming Group is currently handling design-phase
coordination with the sole-source vendor contractor, and will continue management services throughout the construction phase scheduled to start in 2024.
Dates Work was Accomplished
February 2024 – Present
Client Contact
Lawrence Henriquez, Senior Civil Engineer /
[email protected] / 650-829-6697
cumming-group.com 15 City of Salinas | RFQ Response
North Coast County Water District
Headquarters Upgrade | Pacifica, CA
Client
North Coast County Water District
Description
Cumming Group is providing construction management services for the North Coast County Water District’s ~$13.5-million headquarters upgrade project. Cumming Group’s involvement in the project has included:
• Participation in the final design phase, including a peer review of the plans, specifications, and cost estimate
• Review of the District’s front-end specifications (CSI Divisions 0 and 1) to ensure they are appropriate for the type of construction anticipated
• Review and recommendations on a project bid schedule, including strategy for measurement and payment and
additive or deductive bid items
• Input into temporary office setup, temporary public access, staff relocation, and move-in plans
The current scope focuses on the construction of a new
administration building, the renovation of an existing
maintenance building, and the addition of a new freestanding manufactured-steel shop building. The District’s long-term plans include additional building expansions and other facility and site improvements.
Dates Work was Accomplished
October 2022 – Present
Client Contact
Adrienne Carr, General Manager /
[email protected] / 650-355-3462
Central Fire District of Santa Cruz County
Fleet Maintenance Facility Upgrades | Capitola, CA
Client
Central Fire District of Santa Cruz County
Description
Cumming Group provided construction management services for the renovation of the Central Fire District of Santa Cruz County’s 16,000-sq.-ft. fleet maintenance shop. Work included facilitating and coordinating all aspects of the ~$4-million construction project, from the selection and hiring of a general contractor to overseeing the construction process until the building was ready for re-occupancy.
Along with the demolition of the existing wood mezzanine structure and replacement with new steel structure, the project included the removal of existing concrete flooring in an approximately 8,000-sq.-ft. area designated for fire engine repairs. This was followed by the installation of grade beams reinforced with steel rebar and the pouring of new, more substantial concrete slabs.
Additionally, Cumming Group oversaw a comprehensive
renovation of the office area, which included the installation of a new elevator system for improved accessibility.
Dates Work was Accomplished
2022 – 2023
Client Contact
Anthony Cefaloni, Division Chief /
[email protected] / 831-316-3544
cumming-group.com 16 City of Salinas | RFQ Response
Carmichael Recreation and Park District
Measure G Bond Program Projects | Carmichael, CA
Client
Carmichael Recreation and Park District
Description
Cumming Group is providing construction management
services for the Carmichael Recreation and Park District’s $31.9-million Measure G Bond Program.
The work includes HVAC, ADA, and parking improvements, as well as the repair and replacement of outdated playgrounds and facilities.
Facilities and sites being addressed as part of the program include La Sierra Community Center, Carmichael Park, Cardinal Oaks Park, Del Campo Park, and Glancy Oaks Park.
Dates Work was Accomplished
2024 – Ongoing
Client Contact
Ingrid Penney, Administrative Services Manager /
[email protected] / 916-485-5322
Alisal Union School District
Various Projects | Salinas, CA
Client
Alisal Union School District
Description
The Alisal Union School District selected Cumming Group to provide as-needed project and construction management
services for various rehabilitation, modernization, new construction, and modular building projects funded principally by the District’s Measure M and A bond program.
Members of the Cumming Group team are representing the
District as they work with architects, inspectors, contractors, and other facility-related consultants in developing project scopes and budgets, establishing bidding procedures under both the Public Contract Code and alternative construction delivery methods, and then managing the construction process.
Work to-date has included the demolition of seven buildings (including asbestos remediation) and the construction of a new two-story modular classroom building at Fremont Elementary School and the demolition of three portable building and the construction of a three-classroom kindergarten building at Dr.
Oscar F. Loya Elementary School.
Dates Work was Accomplished
June 2022 – Present
Client Contact
Rais Abbasi, Associate Superintendent of Business Services / [email protected] / 831-753-5700
cumming-group.com 17 City of Salinas | RFQ Response
City of Los Altos
New Community Center | Los Altos, CA
Client
City of Los Altos
Description
Opened in October 2021, this 25,000-sq.-ft. sustainable community center includes dedicated space for senior, teen, and kindergarten-preparation programs, as well as flexible indoor and outdoor community gathering spaces that
accommodate various recreational programs, classes, and events. Additional amenities include a playground, commercial kitchen, bocce ball courts, and a café.
The all-electric community center is LEED Gold equivalent. It is quipped with highly insulated walls and roof structure, while exterior doors and windows enhance energy conservation
with insulated glass and thermally broken frames. The roof is designed with solar-reflective asphalt shingles and up to 100% of the building’s electric load is satisfied by photovoltaic (PV) panels.
Cumming Group was initially commissioned to assist with specific preconstruction activities including constructability review and managing the prequalification and bidding
processes. Our team subsequently managed the entire
construction phase, ensuring the project was completed on time and under budget. As well as overseeing construction activities, our team managed furniture, IT, AV, and security vendors and was actively involved in community engagement activities.
Dates Work was Accomplished
September 2019 - June 2021
Client Contact
Jim Sandoval, Engineering Services Director /
[email protected] / 650-947-2780
University of California, Santa Cruz
Various Projects | Santa Cruz, CA
Client:
University of California, Santa Cruz
Description
Since 2016, Cumming Group has provided programming, predesign, constructability review, cost peer review, scheduling, and project and construction management services for on- and off-campus projects at UC Santa Cruz that include the following:
KZSC Radio Station and Cantu Center Seismic Retrofits
This project included the demolition of one building and the construction of a new ground-up, four-story building in its place, with a budget of approximately $16 million. The work of the Cumming Group team included managing the
involvement of architects, MEP engineers, student committees, the university’s Environmental Health and Campus Planning Services teams, and representatives from the campus physical plant and police and fire departments.
Campus-Wide Telecom Infrastructure Upgrades
Covering approximately $60 million in upgrades to roughly 70% of the classroom, administration, and residence buildings on campus, this work required addressing the challenge
of adapting to new campus standards and adding new
infrastructure to buildings while school was in session.
Campus-Wide On-Call Projects
Cumming Group has been asked to manage on-call projects including fire alarm upgrades for Rachal Carson College, IT and security upgrades for Crown College, and the construction of a new laundry area for Stevenson College, as well as renovations to various employee or professor residences.
Dates Work was Accomplished
2016 – Present
Client Contact
Felix Ang, Director - Design & Construction / [email protected] / 831-459-3085
cumming-group.com 18 City of Salinas | RFQ Response
Activity ID Activity Name Orig
Dur
Start Finish
[EXAMPLE PROJECT] ity Village - Master Plan - Master Plan 1927 05-Oct-22 10-Jun-30 Entitlements / CEQA / EIR Entitlements / CEQA / EIR 368 05-Oct-22 26-Mar-24 CALTRANS / LADOT 408 07-Dec-22 23-Jul-24
Center Site 1456 20-Dec-23 04-Oct-29
SCE - Southern California Edison SCE - Southern California Edison 194 25-Apr-24 31-Jan-25 Design Phase (Design Durations TBC) Design Phase (Design Durations TBC) 516 20-Dec-23 12-Jan-26 Bid & Award 60 05-Mar-25 28-May-25
Construction 811 05-Sep-25 28-Nov-28
Demo Through Parking Structure 387 05-Sep-25 25-Mar-27
5-Story Student Housing BldgsR1&R2(BothSameTime) 5-Story Student Housing Bldgs R1 & R2 (Both Same Time) 287 26-Mar-27 12-May-28 3-Story Student Center/Retail/RestaurantBldgA1 3-Story Student Center/Retail/Restaurant Bldg A1 314 13-Jul-27 06-Oct-28 3-Story Academic/Restaurant/MarketBldgA2 3-Story Academic/Restaurant/Market Bldg A2 314 31-Aug-27 28-Nov-28 Owner / Tenant Buildout 352 15-May-28 04-Oct-29
East Site 1189 05-Mar-25 21-Nov-29
SCE - Southern California Edison SCE - Southern California Edison 194 07-Jul-25 15-Apr-26 Design Phase (Design Durations TBC) Design Phase (Design Durations TBC) 516 05-Mar-25 25-Mar-27 Bid & Award 60 15-May-26 10-Aug-26
Construction 739 17-Nov-26 24-Oct-29
Demo Through Parking Structure 452 17-Nov-26 05-Sep-28
5-Story Apartment Bldgs R3 (2EastSections SameTime) 5-Story Apartment Bldgs R3 (2 East Sections Same Time) 287 05-Jun-28 24-Jul-29 5-Story Apartment Bldgs R3 (2WestSectionsSameTime) 5-Story Apartment Bldgs R3 (2 West Sections Same Time) 287 05-Sep-28 24-Oct-29 Owner / Tenant Buildout 85 25-Jul-29 21-Nov-29
West Site 1022 15-May-26 10-Jun-30
SCE - Southern California Edison SCE - Southern California Edison 194 17-Aug-26 25-May-27 Design Phase (Design Durations TBC) Design Phase (Design Durations TBC) 452 15-May-26 03-Mar-28 Bid & Award 60 26-Apr-27 21-Jul-27
Construction 631 27-Oct-27 03-May-30
West Site - South - 5-Level Parking&2-StoryAdminOffices West Site - South - 5-Level Parking & 2-Story Admin Offices 631 27-Oct-27 03-May-30 West Site - North - 3-Story MedicalOffice/AcademicBldg West Site - North - 3-Story Medical Office/Academic Bldg 435 04-Apr-28 21-Dec-29 Owner / Tenant Buildout 114 21-Dec-29 10-Jun-30
Extended Stay Site 596 26-Apr-27 04-Sep-29
Design Phase (Design Durations TBC) Design Phase (Design Durations TBC) 387 26-Apr-27 03-Nov-28 Bid & Award 60 30-Dec-27 28-Mar-28
Construction 301 05-Jun-28 13-Aug-29
Owner / Tenant Buildout 15 14-Aug-29 04-Sep-29
Offsite Improvements 150 17-Jul-29 22-Feb-30
Anderson, Hill & Mound Intersection 150 17-Jul-29 22-Feb-30 Hill & Mound Road Adjustments 35 17-Jul-29 04-Sep-29
SW Corner of Anderson Intersection 25 05-Sep-29 09-Oct-29 Center Divider 45 10-Oct-29 13-Dec-29
NE Hardscape 45 14-Dec-29 22-Feb-30
S O N D J F M AM J J A S O N D J F M AM J J AS O N D J F M AM J J A S O N D J F M AM J J A S O N D J F M A J J A S O N D J F M AM J J A S O N D J F M AM J J A S O N D J F M A J J A S ON 2023 2024 2025 2026 2027 2028 2029 2030
10-Jun-30, Loma Linda University Village - Master Plan
26-Mar-24, Entitlements / CEQA / EIR
23-Jul-24, CALTRANS / LADOT
04-Oct-29, Center Site
31-Jan-25, SCE - Southern California Edison
12-Jan-26, Design Phase (Design Durations TBC)
28-May-25, Bid & Award
28-Nov-28, Construction
25-Mar-27, Demo Through Parking Structure
12-May-28, 5-Story Student Housing Bldgs R1 & R2 (Both Same Time) 06-Oct-28, 3-Story Student Center/Retail/Restaurant Bldg A1 28-Nov-28, 3-Story Academic/Restaurant/Market Bldg A2
04-Oct-29, Owner / Tenant Buildout
21-Nov-29, East Site
15-Apr-26, SCE - Southern California Edison
25-Mar-27, Design Phase (Design Durations TBC)
10-Aug-26, Bid & Award
24-Oct-29, Construction
05-Sep-28, Demo Through Parking Structure
24-Jul-29, 5-Story Apartment Bldgs R3 (2 East Sections Same Time) 24-Oct-29, 5-Story Apartment Bldgs R3 (2 West Sections Same Time) 21-Nov-29, Owner / Tenant Buildout
10-Jun-30, West Site
25-May-27, SCE - Southern California Edison
03-Mar-28, Design Phase (Design Durations TBC)
21-Jul-27, Bid & Award
03-May-30, Construction
03-May-30, West Site - South - 5-Level Parking & 2-StoryA 21-Dec-29, West Site - North - 3-Story Medical Office/Academic Bldg 10-Jun-30, Owner / Tenant Buildout
04-Sep-29, Extended Stay Site
03-Nov-28, Design Phase (Design Durations TBC)
28-Mar-28, Bid & Award
13-Aug-29, Construction
04-Sep-29, Owner / Tenant Buildout
22-Feb-30, Offsite Improvements
22-Feb-30, Anderson, Hill & Mound Intersection
04-Sep-29, Hill & Mound Road Adjustments
09-Oct-29, SW Corner of Anderson Intersection
13-Dec-29, Center Divider
22-Feb-30, NE Hardscape
[EXAMPLE PROJECT] - Master Plan
Remaining Level of Effort
Actual Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
Summary
Data Date:05-Oct-22
Print Date:22-Oct-22
[EXAMPLE PROJECT] - Master Plan
DRAFT Conceptual Schedule Page 1 of 1
TASK filter: All Activities
Layout: Print (All
Activities)
Summary Schedule
Consultant document samples for similar projects.
Consultant Document Samples
While the specific documents maintained and provided by Cumming Group are highly dependent on the needs of a specific project and the client’s internal systems and requirements, the samples provided on the following pages illustrate the range of documentation produced by the Cumming Group team.
cumming-group.com 19 City of Salinas | RFQ Response
Activity ID Activity Name Orig
Dur
Start Finish
[EXAMPLE PROJECT] ity Village - Master Plan - Master Plan 1927 05-Oct-22 10-Jun-30 Entitlements / CEQA / EIR Entitlements / CEQA / EIR 368 05-Oct-22 26-Mar-24 ENT-1000 Complete Programming & Application Prep 43 05-Oct-22 06-Dec-22 ENT-1010 Entitlements 260 07-Dec-22 19-Dec-23
ENT-1020 90 Day Appeals Period 65 20-Dec-23 26-Mar-24
CALTRANS / LADOT 408 07-Dec-22 23-Jul-24
CALTRN-1000 Offsite Improvements - CALTRANS, LADOT, BSL Approval Process 258 07-Dec-22 15-Dec-23 CALTRN-1020 Street Lighting & Traffic Signal Procurement 150 18-Dec-23 23-Jul-24 Center Site 1456 20-Dec-23 04-Oct-29
SCE - Southern California Edison SCE - Southern California Edison 194 25-Apr-24 31-Jan-25 C-SCE-1000 SCE Design, Engineering & Procurement of Transformer & Switches 194 25-Apr-24 31-Jan-25 Design Phase (Design Durations TBC) Design Phase (Design Durations TBC) 516 20-Dec-23 12-Jan-26 C-DES-1000 Schematic Design 86 20-Dec-23 24-Apr-24
C-DES-1010 Design Development 108 25-Apr-24 26-Sep-24
C-DES-1020 Construction Documents 108 26-Sep-24 04-Mar-25 C-PERM-1000 Building Permit 129 05-Mar-25 04-Sep-25
C-PERM-1010 B-Permit / WTCP 215 05-Mar-25 12-Jan-26
Bid & Award 60 05-Mar-25 28-May-25
C-BID-1000 Finalize & Execute GC Contract 50 05-Mar-25 13-May-25 C-BID-1010 Execute Priority Subcontracts 10 14-May-25 28-May-25 Construction 811 05-Sep-25 28-Nov-28
Demo Through Parking Structure 387 05-Sep-25 25-Mar-27
C-DEMO-1000 Demo East Structures (TBC) 108 05-Sep-25 12-Feb-26 C-DEMO-1010 Demo West Structures (TBC) 86 08-Dec-25 15-Apr-26 C-EXC-1000 Shoring & Excavation 65 15-Apr-26 16-Jul-26
C-STR-1000 Below Grade & Concrete Podium Structure (8 Sections - Mat Foundations) 172 17-Jul-26 25-Mar-27 C-UTIL-1000 Site Utilities (Scope TBD) 129 17-Jul-26 22-Jan-27 5-Story Student Housing BldgsR1&R2(BothSameTime) 5-Story Student Housing Bldgs R1 & R2 (Both Same Time) 287 26-Mar-27 12-May-28 C-R1&2-CON-1000 Mass Timber Structures 75 26-Mar-27 12-Jul-27 C-R1&2-CON-1010 Interior Buildout Level 2 172 30-Apr-27 05-Jan-28 C-R1&2-CON-1020 Interior Buildout Level 3 172 21-May-27 27-Jan-28 C-R1&2-CON-1030 Interior Buildout Level 4 172 14-Jun-27 17-Feb-28 C-R1&2-CON-1040 Interior Buildout Level 5 172 06-Jul-27 10-Mar-28 C-R1&2-CON-1050 Startup, Testing & Commissioning 65 13-Jan-28 14-Apr-28 C-R1&2-CON-1060 Final Inspections 10 17-Apr-28 28-Apr-28 C-R1&2-CON-1070 Weather Allowance 10 01-May-28 12-May-28 C-R1&2-CON-1080 TCO / Substantial Completion 0 12-May-28 3-Story Student Center/Retail/RestaurantBldgA1 3-Story Student Center/Retail/Restaurant Bldg A1 314 13-Jul-27 06-Oct-28 C-A1-CON-1000 Structural Steel & Decking 35 13-Jul-27 30-Aug-27 C-A1-CON-1010 Interior Buildout Level 1 194 31-Aug-27 07-Jun-28 C-A1-CON-1020 Interior Buildout Level 2 194 22-Sep-27 28-Jun-28 C-A1-CON-1030 Interior Buildout Level 3 194 13-Oct-27 20-Jul-28 C-A1-CON-1040 Startup, Testing & Commissioning 65 08-Jun-28 08-Sep-28 C-A1-CON-1050 Final Inspections 10 08-Sep-28 22-Sep-28
C-A1-CON-1060 Weather Allowance 10 22-Sep-28 06-Oct-28
S O N D J F M AM J J A S O N D J F M AM J J AS O N D J F M AM J J A S O N D J F M AM J J A S O N D J F M A J J A S O N D J F M AM J J A S O N D J F M AM J J A S O N D J F M A J J A S ON 2023 2024 2025 2026 2027 2028 2029 2030
10-Jun-30, Loma Linda University Village - Master Plan
26-Mar-24, Entitlements / CEQA / EIR
Complete Programming & Application Prep, 05-Oct-22, 06-Dec-22 Entitlements, 07-Dec-22, 19-Dec-23
90 Day Appeals Period, 20-Dec-23, 26-Mar-24
23-Jul-24, CALTRANS / LADOT
Offsite Improvements - CALTRANS, LADOT, BSL Approval Process, 07-Dec-22, 15-Dec-23 Street Lighting & Traffic Signal Procurement, 18-Dec-23, 23-Jul-24 04-Oct-29, Center Site
31-Jan-25, SCE - Southern California Edison
SCE Design, Engineering & Procurement of Transformer & Switches, 25-Apr-24, 31-Jan-25 12-Jan-26, Design Phase (Design Durations TBC)
Schematic Design, 20-Dec-23, 24-Apr-24
Design Development, 25-Apr-24, 26-Sep-24
Construction Documents, 26-Sep-24, 04-Mar-25
Building Permit, 05-Mar-25, 04-Sep-25
B-Permit / WTCP, 05-Mar-25, 12-Jan-26
28-May-25, Bid & Award
Finalize & Execute GC Contract, 05-Mar-25, 13-May-25
Execute Priority Subcontracts, 14-May-25, 28-May-25
28-Nov-28, Construction
25-Mar-27, Demo Through Parking Structure
Demo East Structures (TBC), 05-Sep-25, 12-Feb-26
Demo West Structures (TBC), 08-Dec-25, 15-Apr-26
Shoring & Excavation, 15-Apr-26, 16-Jul-26
Below Grade & Concrete Podium Structure (8 Sections - Mat Foundations), 17-Jul-26, 25-Mar-27 Site Utilities (Scope TBD), 17-Jul-26, 22-Jan-27
12-May-28, 5-Story Student Housing Bldgs R1 & R2 (Both Same Time) Mass Timber Structures, 26-Mar-27, 12-Jul-27
Interior Buildout Level 2, 30-Apr-27, 05-Jan-28
Interior Buildout Level 3, 21-May-27, 27-Jan-28
Interior Buildout Level 4, 14-Jun-27, 17-Feb-28
Interior Buildout Level 5, 06-Jul-27, 10-Mar-28
Startup, Testing & Commissioning, 13-Jan-28, 14-Apr-28
Final Inspections, 17-Apr-28, 28-Apr-28
Weather Allowance, 01-May-28, 12-May-28
TCO / Substantial Completion, , 12-May-28
06-Oct-28, 3-Story Student Center/Retail/Restaurant Bldg A1 Structural Steel & Decking, 13-Jul-27, 30-Aug-27
Interior Buildout Level 1, 31-Aug-27, 07-Jun-28
Interior Buildout Level 2, 22-Sep-27, 28-Jun-28
Interior Buildout Level 3, 13-Oct-27, 20-Jul-28
Startup, Testing & Commissioning, 08-Jun-28, 08-Sep-28
Final Inspections, 08-Sep-28, 22-Sep-28
Weather Allowance, 22-Sep-28, 06-Oct-28
[EXAMPLE PROJECT] - Master Plan
Remaining Level of Effort
Actual Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
Summary
Data Date:05-Oct-22
Print Date:22-Oct-22
[EXAMPLE PROJECT] - Master Plan
DRAFT Conceptual Schedule Page 1 of 4
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Activities)
Detailed Schedule
Activity ID Activity Name Orig
Dur
Start Finish
C-A1-CON-1070 TCO / Substantial Completion 0 06-Oct-28
3-Story Academic/Restaurant/MarketBldgA2 3-Story Academic/Restaurant/Market Bldg A2 314 31-Aug-27 28-Nov-28 C-A2-CON-1000 Structural Steel & Decking 35 31-Aug-27 19-Oct-27 C-A2-CON-1010 Interior Buildout Level 1 194 20-Oct-27 27-Jul-28 C-A2-CON-1020 Interior Buildout Level 2 194 10-Nov-27 17-Aug-28 C-A2-CON-1030 Interior Buildout Level 3 194 03-Dec-27 08-Sep-28 C-A2-CON-1040 Startup, Testing & Commissioning 65 28-Jul-28 27-Oct-28 C-A2-CON-1050 Final Inspections 10 27-Oct-28 10-Nov-28
C-A2-CON-1060 Weather Allowance 10 10-Nov-28 28-Nov-28
C-A2-CON-1070 TCO / Substantial Completion 0 28-Nov-28
Owner / Tenant Buildout 352 15-May-28 04-Oct-29
C-R1&2-OWN-1000 R1 & R2 Owner FF&E Install 50 15-May-28 25-Jul-28 C-A1-OWN-1000 A1 Tenant Retail Buildout 108 06-Oct-28 14-Mar-29 C-A1-OWN-1010 A1 Tenant Restaurant Buildout 215 06-Oct-28 15-Aug-29 C-A2-OWN-1000 A2 Tenant Restaurant Buildout 215 28-Nov-28 04-Oct-29 East Site 1189 05-Mar-25 21-Nov-29
SCE - Southern California Edison SCE - Southern California Edison 194 07-Jul-25 15-Apr-26 E-SCE-1000 SCE Design, Engineering & Procurement of Transformer & Switches 194 07-Jul-25 15-Apr-26 Design Phase (Design Durations TBC) Design Phase (Design Durations TBC) 516 05-Mar-25 25-Mar-27 E-DES-1000 Schematic Design 86 05-Mar-25 03-Jul-25
E-DES-1010 Design Development 108 07-Jul-25 08-Dec-25
E-DES-1020 Construction Documents 108 08-Dec-25 14-May-26 E-PERM-1000 Building Permit 129 15-May-26 16-Nov-26
E-PERM-1010 B-Permit / WTCP 215 15-May-26 25-Mar-27
Bid & Award 60 15-May-26 10-Aug-26
E-BID-1000 Finalize & Execute GC Contract 50 15-May-26 27-Jul-26 E-BID-1010 Execute Priority Subcontracts 10 28-Jul-26 10-Aug-26 Construction 739 17-Nov-26 24-Oct-29
Demo Through Parking Structure 452 17-Nov-26 05-Sep-28
E-DEMO-1000 Demo Structures (TBC) 151 17-Nov-26 25-Jun-27 E-UTIL-1000 Site Utilities (Scope TBD) 129 26-Mar-27 27-Sep-27 E-PARK-1000 7-Level Concrete Parking Structure Thru 28-Day Cure (2 Sections) 237 25-Jun-27 02-Jun-28 E-STR-1000 Concrete Podium Structure East Section of Apartment Bldgs 65 03-Mar-28 02-Jun-28 E-STR-1010 Concrete Podium Structure West Section of Apartment Bldgs 65 05-Jun-28 05-Sep-28 5-Story Apartment Bldgs R3 (2EastSections SameTime) 5-Story Apartment Bldgs R3 (2 East Sections Same Time) 287 05-Jun-28 24-Jul-29 E-R3E-CON-1000 Mass Timber Structures 75 05-Jun-28 19-Sep-28 E-R3E-CON-1010 Interior Buildout Level 2 172 11-Jul-28 16-Mar-29 E-R3E-CON-1020 Interior Buildout Level 3 172 01-Aug-28 06-Apr-29 E-R3E-CON-1030 Interior Buildout Level 4 172 22-Aug-28 27-Apr-29 E-R3E-CON-1040 Interior Buildout Level 5 172 13-Sep-28 18-May-29 E-R3E-CON-1050 Startup, Testing & Commissioning 65 26-Mar-29 25-Jun-29 E-R3E-CON-1060 Final Inspections 10 26-Jun-29 10-Jul-29 E-R3E-CON-1070 Weather Allowance 10 11-Jul-29 24-Jul-29 E-R3E-CON-1080 TCO / Substantial Completion 0 24-Jul-29 5-Story Apartment Bldgs R3 (2WestSectionsSameTime) 5-Story Apartment Bldgs R3 (2 West Sections Same Time) 287 05-Sep-28 24-Oct-29
S O N D J F M AM J J A S O N D J F M AM J J AS O N D J F M AM J J A S O N D J F M AM J J A S O N D J F M A J J A S O N D J F M AM J J A S O N D J F M AM J J A S O N D J F M A J J A S ON 2023 2024 2025 2026 2027 2028 2029 2030
TCO / Substantial Completion, , 06-Oct-28
28-Nov-28, 3-Story Academic/Restaurant/Market Bldg A2
Structural Steel & Decking, 31-Aug-27, 19-Oct-27
Interior Buildout Level 1, 20-Oct-27, 27-Jul-28
Interior Buildout Level 2, 10-Nov-27, 17-Aug-28
Interior Buildout Level 3, 03-Dec-27, 08-Sep-28
Startup, Testing & Commissioning, 28-Jul-28, 27-Oct-28
Final Inspections, 27-Oct-28, 10-Nov-28
Weather Allowance, 10-Nov-28, 28-Nov-28
TCO / Substantial Completion, , 28-Nov-28
04-Oct-29, Owner / Tenant Buildout
R1 & R2 Owner FF&E Install, 15-May-28, 25-Jul-28
A1 Tenant Retail Buildout, 06-Oct-28, 14-Mar-29
A1 Tenant Restaurant Buildout, 06-Oct-28, 15-Aug-29
A2 Tenant Restaurant Buildout, 28-Nov-28, 04-Oct-29
21-Nov-29, East Site
15-Apr-26, SCE - Southern California Edison
SCE Design, Engineering & Procurement of Transformer & Switches, 07-Jul-25, 15-Apr-26 25-Mar-27, Design Phase (Design Durations TBC)
Schematic Design, 05-Mar-25, 03-Jul-25
Design Development, 07-Jul-25, 08-Dec-25
Construction Documents, 08-Dec-25, 14-May-26
Building Permit, 15-May-26, 16-Nov-26
B-Permit / WTCP, 15-May-26, 25-Mar-27
10-Aug-26, Bid & Award
Finalize & Execute GC Contract, 15-May-26, 27-Jul-26
Execute Priority Subcontracts, 28-Jul-26, 10-Aug-26
24-Oct-29, Construction
05-Sep-28, Demo Through Parking Structure
Demo Structures (TBC), 17-Nov-26, 25-Jun-27
Site Utilities (Scope TBD), 26-Mar-27, 27-Sep-27
7-Level Concrete Parking Structure Thru 28-Day Cure (2 Sections), 25-Jun-27, 02-Jun-28 Concrete Podium Structure East Section of Apartment Bldgs, 03-Mar-28, 02-Jun-28 Concrete Podium Structure West Section of Apartment Bldgs, 05-Jun-28, 05-Sep-28 24-Jul-29, 5-Story Apartment Bldgs R3 (2 East Sections Same Time) Mass Timber Structures, 05-Jun-28, 19-Sep-28
Interior Buildout Level 2, 11-Jul-28, 16-Mar-29
Interior Buildout Level 3, 01-Aug-28, 06-Apr-29
Interior Buildout Level 4, 22-Aug-28, 27-Apr-29
Interior Buildout Level 5, 13-Sep-28, 18-May-29
Startup, Testing & Commissioning, 26-Mar-29, 25-Jun-29
Final Inspections, 26-Jun-29, 10-Jul-29
Weather Allowance, 11-Jul-29, 24-Jul-29
TCO / Substantial Completion, , 24-Jul-29
24-Oct-29, 5-Story Apartment Bldgs R3 (2 West Sections Same Time) [EXAMPLE PROJECT] - Master Plan
Remaining Level of Effort
Actual Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
Summary
Data Date:05-Oct-22
Print Date:22-Oct-22
[EXAMPLE PROJECT] - Master Plan
DRAFT Conceptual Schedule Page 2 of 4
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Detailed Schedule
cumming-group.com 20 City of Salinas | RFQ Response
Activity ID Activity Name Orig
Dur
Start Finish
E-R3W-CON-1000 Mass Timber Structures 75 05-Sep-28 21-Dec-28 E-R3W-CON-1010 Interior Buildout Level 2 172 10-Oct-28 18-Jun-29 E-R3W-CON-1020 Interior Buildout Level 3 172 31-Oct-28 10-Jul-29 E-R3W-CON-1030 Interior Buildout Level 4 172 21-Nov-28 31-Jul-29 E-R3W-CON-1040 Interior Buildout Level 5 172 14-Dec-28 21-Aug-29 E-R3W-CON-1050 Startup, Testing & Commissioning 65 26-Jun-29 26-Sep-29 E-R3W-CON-1060 Final Inspections 10 26-Sep-29 10-Oct-29 E-R3W-CON-1070 Weather Allowance 10 10-Oct-29 24-Oct-29 E-R3W-CON-1080 TCO / Substantial Completion 0 24-Oct-29 Owner / Tenant Buildout 85 25-Jul-29 21-Nov-29
E-R3-OWN-1000 R3 Owner FF&E East Sections 20 25-Jul-29 21-Aug-29 E-R3-OWN-1010 R3 Owner FF&E West Sections 20 24-Oct-29 21-Nov-29 West Site 1022 15-May-26 10-Jun-30
SCE - Southern California Edison SCE - Southern California Edison 194 17-Aug-26 25-May-27 W-SCE-1000 SCE Design, Engineering & Procurement of Transformer & Switches 194 17-Aug-26 25-May-27 Design Phase (Design Durations TBC) Design Phase (Design Durations TBC) 452 15-May-26 03-Mar-28 W-DES-1000 Schematic Design 65 15-May-26 17-Aug-26
W-DES-1010 Design Development 86 17-Aug-26 18-Dec-26
W-DES-1020 Construction Documents 86 18-Dec-26 26-Apr-27 W-PERM-1000 Building Permit 129 26-Apr-27 27-Oct-27
W-PERM-1010 B-Permit / WTCP 215 26-Apr-27 03-Mar-28
Bid & Award 60 26-Apr-27 21-Jul-27
W-BID-1000 Finalize & Execute GC Contract 50 26-Apr-27 07-Jul-27 W-BID-1010 Execute Priority Subcontracts 10 07-Jul-27 21-Jul-27 Construction 631 27-Oct-27 03-May-30
West Site - South - 5-Level Parking&2-StoryAdminOffices West Site - South - 5-Level Parking & 2-Story Admin Offices 631 27-Oct-27 03-May-30 W-S-DEM-1000 Demo South Structures (TBC) 108 27-Oct-27 03-Apr-28 W-S-UTIL-1000 Site Utilities (Scope TBD) 129 03-Mar-28 05-Sep-28 W-S-PARK-1000 5-Level Concrete Parking Structure Thru 28-Day Cure (4 Sections) 237 04-Apr-28 13-Mar-29 W-S-CON-1000 Foundations (Assuming No Piles) 20 13-Mar-29 10-Apr-29 W-S-CON-1010 Structural Steel & Decking 35 10-Apr-29 30-May-29 W-S-CON-1020 Interior Buildout Level 1 172 30-May-29 07-Feb-30 W-S-CON-1030 Interior Buildout Level 2 172 20-Jun-29 01-Mar-30 W-S-CON-1040 Startup, Testing & Commissioning 65 03-Jan-30 05-Apr-30 W-S-CON-1050 Final Inspections 10 05-Apr-30 19-Apr-30
W-S-CON-1060 Weather Allowance 10 19-Apr-30 03-May-30
W-S-CON-1070 TCO / Substantial Completion 0 03-May-30
West Site - North - 3-Story MedicalOffice/AcademicBldg West Site - North - 3-Story Medical Office/Academic Bldg 435 04-Apr-28 21-Dec-29 W-N-DEM-1000 Demo North Structures (TBC) 86 04-Apr-28 03-Aug-28 W-N-CON-1000 Foundations (Assuming No Piles) 25 04-Aug-28 08-Sep-28 W-N-CON-1010 Structural Steel & Decking 45 11-Sep-28 10-Nov-28 W-N-CON-1020 Interior Buildout Level 1 194 13-Nov-28 21-Aug-29 W-N-CON-1030 Interior Buildout Level 2 194 06-Dec-28 12-Sep-29 W-N-CON-1040 Interior Buildout Level 3 194 28-Dec-28 03-Oct-29 W-N-CON-1050 Startup, Testing & Commissioning 65 22-Aug-29 21-Nov-29
S O N D J F M AM J J A S O N D J F M AM J J AS O N D J F M AM J J A S O N D J F M AM J J A S O N D J F M A J J A S O N D J F M AM J J A S O N D J F M AM J J A S O N D J F M A J J A S ON 2023 2024 2025 2026 2027 2028 2029 2030
Mass Timber Structures, 05-Sep-28, 21-Dec-28
Interior Buildout Level 2, 10-Oct-28, 18-Jun-29
Interior Buildout Level 3, 31-Oct-28, 10-Jul-29
Interior Buildout Level 4, 21-Nov-28, 31-Jul-29
Interior Buildout Level 5, 14-Dec-28, 21-Aug-29
Startup, Testing & Commissioning, 26-Jun-29, 26-Sep-29
Final Inspections, 26-Sep-29, 10-Oct-29
Weather Allowance, 10-Oct-29, 24-Oct-29
TCO / Substantial Completion, , 24-Oct-29
21-Nov-29, Owner / Tenant Buildout
R3 Owner FF&E East Sections, 25-Jul-29, 21-Aug-29
R3 Owner FF&E West Sections, 24-Oct-29, 21-Nov-29
10-Jun-30, West Site
25-May-27, SCE - Southern California Edison
SCE Design, Engineering & Procurement of Transformer & Switches, 17-Aug-26, 25-May-27 03-Mar-28, Design Phase (Design Durations TBC)
Schematic Design, 15-May-26, 17-Aug-26
Design Development, 17-Aug-26, 18-Dec-26
Construction Documents, 18-Dec-26, 26-Apr-27
Building Permit, 26-Apr-27, 27-Oct-27
B-Permit / WTCP, 26-Apr-27, 03-Mar-28
21-Jul-27, Bid & Award
Finalize & Execute GC Contract, 26-Apr-27, 07-Jul-27
Execute Priority Subcontracts, 07-Jul-27, 21-Jul-27
03-May-30, Construction
03-May-30, West Site - South - 5-Level Parking & 2-StoryAdmin Office Demo South Structures (TBC), 27-Oct-27, 03-Apr-28
Site Utilities (Scope TBD), 03-Mar-28, 05-Sep-28
5-Level Concrete Parking Structure Thru 28-Day Cure (4 Sections), 04-Apr-28, 13-Mar-29 Foundations (Assuming No Piles), 13-Mar-29, 10-Apr-29
Structural Steel & Decking, 10-Apr-29, 30-May-29
Interior Buildout Level 1, 30-May-29, 07-Feb-30
Interior Buildout Level 2, 20-Jun-29, 01-Mar-30
Startup, Testing & Commissioning, 03-Jan-30, 05-Apr-30
Final Inspections, 05-Apr-30, 19-Apr-30
Weather Allowance, 19-Apr-30, 03-May-30
TCO / Substantial Completion, , 03-May-30
21-Dec-29, West Site - North - 3-Story Medical Office/Academic Bldg Demo North Structures (TBC), 04-Apr-28, 03-Aug-28
Foundations (Assuming No Piles), 04-Aug-28, 08-Sep-28
Structural Steel & Decking, 11-Sep-28, 10-Nov-28
Interior Buildout Level 1, 13-Nov-28, 21-Aug-29
Interior Buildout Level 2, 06-Dec-28, 12-Sep-29
Interior Buildout Level 3, 28-Dec-28, 03-Oct-29
Startup, Testing & Commissioning, 22-Aug-29, 21-Nov-29
[EXAMPLE PROJECT] - Master Plan
Remaining Level of Effort
Actual Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
Summary
Data Date:05-Oct-22
Print Date:22-Oct-22
[EXAMPLE PROJECT] - Master Plan
DRAFT Conceptual Schedule Page 3 of 4
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Activities)
Detailed Schedule
Activity ID Activity Name Orig
Dur
Start Finish
W-N-CON-1060 Final Inspections 10 21-Nov-29 07-Dec-29
W-N-CON-1070 Weather Allowance 10 07-Dec-29 21-Dec-29
W-N-CON-1080 TCO / Substantial Completion 0 21-Dec-29
Owner / Tenant Buildout 114 21-Dec-29 10-Jun-30
W-OWN-1000 Medical Office/Academic Owner FF&E & Move In 35 21-Dec-29 15-Feb-30 W-OWN-1010 Admin Owner FF&E & Move In 25 03-May-30 10-Jun-30 Extended Stay Site 596 26-Apr-27 04-Sep-29
Design Phase (Design Durations TBC) Design Phase (Design Durations TBC) 387 26-Apr-27 03-Nov-28 ESS-DES-1000 Schematic Design 43 26-Apr-27 25-Jun-27
ESS-DES-1010 Design Development 65 25-Jun-27 27-Sep-27
ESS-DES-1020 Construction Documents 65 28-Sep-27 30-Dec-27 ESS-PERM-1000 Building Permit 108 30-Dec-27 02-Jun-28
ESS-PERM-1010 B-Permit / WTCP 215 30-Dec-27 03-Nov-28
Bid & Award 60 30-Dec-27 28-Mar-28
ESS-BID-1000 Finalize & Execute GC Contract 50 30-Dec-27 14-Mar-28 ESS-BID-1010 Execute Priority Subcontracts 10 14-Mar-28 28-Mar-28 Construction 301 05-Jun-28 13-Aug-29
ESS-CON-1000 Extended Stay Town Houses Construction 301 05-Jun-28 13-Aug-29 ESS-UTIL-1000 Site Utilities (Scope TBD) 40 03-Nov-28 04-Jan-29 OFFSITE-1000 New Road - Extend Hillcrest Street 86 15-Mar-29 17-Jul-29 Owner / Tenant Buildout 15 14-Aug-29 04-Sep-29
ESS-OWN-1000 Owner FF&E 15 14-Aug-29 04-Sep-29
Offsite Improvements 150 17-Jul-29 22-Feb-30
Anderson, Hill & Mound Intersection 150 17-Jul-29 22-Feb-30 Hill & Mound Road Adjustments 35 17-Jul-29 04-Sep-29
OFFSITE-1010 Barricades & Traffc Control 5 17-Jul-29 23-Jul-29 OFFSITE-1020 Hill & Mound Road Adjustment 30 24-Jul-29 04-Sep-29 SW Corner of Anderson Intersection 25 05-Sep-29 09-Oct-29 OFFSITE-1030 Barricades & Traffc Control 5 05-Sep-29 11-Sep-29 OFFSITE-1040 SW Anderson Corner Road Adjustment 20 12-Sep-29 09-Oct-29 Center Divider 45 10-Oct-29 13-Dec-29
OFFSITE-1050 Barricades & Traffc Control 5 10-Oct-29 16-Oct-29 OFFSITE-1060 Center Divider (Not Including FInal Landscape) 40 17-Oct-29 13-Dec-29 NE Hardscape 45 14-Dec-29 22-Feb-30
OFFSITE-1070 Barricades & Traffc Control 5 14-Dec-29 20-Dec-29 OFFSITE-1080 NE Hardscape 40 21-Dec-29 22-Feb-30
S O N D J F M AM J J A S O N D J F M AM J J AS O N D J F M AM J J A S O N D J F M AM J J A S O N D J F M A J J A S O N D J F M AM J J A S O N D J F M AM J J A S O N D J F M A J J A S ON 2023 2024 2025 2026 2027 2028 2029 2030
Final Inspections, 21-Nov-29, 07-Dec-29
Weather Allowance, 07-Dec-29, 21-Dec-29
TCO / Substantial Completion, , 21-Dec-29
10-Jun-30, Owner / Tenant Buildout
Medical Office/Academic Owner FF&E & Move In, 21-Dec-29, 15-Feb-30 Admin Owner FF&E & Move In, 03-May-30, 10-Jun-30
04-Sep-29, Extended Stay Site
03-Nov-28, Design Phase (Design Durations TBC)
Schematic Design, 26-Apr-27, 25-Jun-27
Design Development, 25-Jun-27, 27-Sep-27
Construction Documents, 28-Sep-27, 30-Dec-27
Building Permit, 30-Dec-27, 02-Jun-28
B-Permit / WTCP, 30-Dec-27, 03-Nov-28
28-Mar-28, Bid & Award
Finalize & Execute GC Contract, 30-Dec-27, 14-Mar-28
Execute Priority Subcontracts, 14-Mar-28, 28-Mar-28
13-Aug-29, Construction
Extended Stay Town Houses Construction, 05-Jun-28, 13-Aug-29 Site Utilities (Scope TBD), 03-Nov-28, 04-Jan-29
New Road - Extend Hillcrest Street, 15-Mar-29, 17-Jul-29 04-Sep-29, Owner / Tenant Buildout
Owner FF&E, 14-Aug-29, 04-Sep-29
22-Feb-30, Offsite Improvements
22-Feb-30, Anderson, Hill & Mound Intersection
04-Sep-29, Hill & Mound Road Adjustments
Barricades & Traffc Control, 17-Jul-29, 23-Jul-29
Hill & Mound Road Adjustment, 24-Jul-29, 04-Sep-29
09-Oct-29, SW Corner of Anderson Intersection
Barricades & Traffc Control, 05-Sep-29, 11-Sep-29
SW Anderson Corner Road Adjustment, 12-Sep-29, 09-Oct-29 13-Dec-29, Center Divider
Barricades & Traffc Control, 10-Oct-29, 16-Oct-29
Center Divider (Not Including FInal Landscape), 17-Oct-29, 13-Dec-29 22-Feb-30, NE Hardscape
Barricades & Traffc Control, 14-Dec-29, 20-Dec-29
NE Hardscape, 21-Dec-29, 22-Feb-30
[EXAMPLE PROJECT] - Master Plan
Remaining Level of Effort
Actual Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
Summary
Data Date:05-Oct-22
Print Date:22-Oct-22
[EXAMPLE PROJECT] - Master Plan
DRAFT Conceptual Schedule Page 4 of 4
TASK filter: All Activities
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Detailed Schedule
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SAMPLE BUDGET ANALYSIS 2/6/2021
Total Project Budget $82,237,129.00
Construction Budget $72,706,505.00 Updated 2/6 Updated 2/6 Soft Costs Revised Budget to Date Expenditures to Date Emcumbered Projected to Finish (PM)
Budget Delta
(+under/-over)
Architectural Design Services $4,324,896.00 $3,735,272.00 $399,663.00 $140,000.00 $49,961.00 CA Phase through August 2020 $0.00
CA Phase Extension through Nov. 2020 $40,000.00
Culinary Arts $0.00
Misc. LLB, VEs $0.00
Front Entry Door Camera $5,000.00
Modular Upgrade $15,000.00
Additional Left Turn Lane @ Exit $20,000.00
Added CA for Schuff legal $20,000.00
Misc. add services $40,000.00
Site Costs $97,588.00 $97,588.00 $0.00 $0.00 $0.00
Printing & Distribution $12,509.00 $9,315.00 $326.00 $3,000.00 -$132.00 Advertisements & Notices $6,443.00 $4,443.00 $0.00 $1,000.00 $1,000.00 Pre-Construction Services (SUNDT & CORE) $495,641.00 $510,641.00 $0.00 $0.00 -$15,000.00 Inspector of Record DSA $722,283.00 $475,919.00 $168,781.00 $50,000.00 $27,583.00 Testing $718,888.00 $466,313.00 $134,400.00 $0.00 $118,175.00 Special Inspections-Soils $0.00
Special Inspections-Concrete $0.00
Special Inspections-Welding, Structural $0.00
Hazmat Consulting (Document Procurement) Oversight
Inspections $280,997.00 $116,282.00 $16,723.00 $132,000.00 $15,992.00 Commissioning $439,368.00 $190,163.00 $261,826.00 $0.00 -$12,621.00 Specialty Consultants $0.00 $0.00 $0.00 $0.00 $0.00
CEQA $33,286.00 $31,286.00 $0.00 $2,000.00 $0.00
Agency Fees $208,695.00 $158,607.00 $0.00 $54,750.00 -$4,662.00 Town Fees (encroachment permits, easements) $2,000.00
County Fees (encroachment permits, easements) $0.00
State Fees (encroachment permits, easements) $0.00
Utility Fees (water) $0.00
Utility Fees (gas) $5,000.00
Utility Fees (electric) $0.00
Utility Fees (phone) $0.00
Utility Fees (cable) $3,000.00
TRPA Deposits, Fees $0.00
CDE $44,750.00
DSA Fees(change orders, new scope reviews, expanded project costs) $550,488.00 $339,905.00 $0.00 $210,583.10 -$0.10 FF&E $996,337.00 $458,713.00 $465,018.00 $75,000.00 -$2,394.00 Flexible Furniture $75,000.00
FF&E Contingency $0.00
Owner Furnished Equipment $0.00
Staff Moving Exp & STS Staffing $45,000.00 $47,207.00 $0.00 $45,000.00 -$47,207.00 21st Century IT Carts $136,775.00 $51,169.00 $0.00 $85,606.00 $0.00 IT Licenses Required $0.00 $0.00 $0.00 $0.00 $0.00
Interim Housing $0.00 $0.00 $0.00 $0.00 $0.00
Soft Costs Subtotal $9,069,194.00 $6,692,823.00 $1,446,737.00 $798,939.10 $130,694.90 Project Construction Costs Revised Budget to Date Expenditures to Date Emcumbered Projected to Finish (PM)
Budget Delta
(+under/-over)
Construction (Contracts and Executed TCCO's) $72,202,420.00 $44,445,177.00 $26,259,261.00 $0.00 $1,497,982.00 Construction & Project Management $0.00 $0.00 $0.00 -$1,000,000.00 $1,000,000.00 (Sundt) contract to finish $0.00 $0.00 $1,290,898.00 -$1,000,000.00 (Sundt) add service request for accounting error $0.00 $0.00 $0.00 $0.00 CORE Inc. 2 GMP $34,899,078.00 $0.00 $0.00 $0.00
Change Order Log (Inc. 1-Potential Change Orders) $0.00 $0.00 $0.00 $2,628,342.00 -$2,628,342.00 Change Order Log (Inc. 2-GMP Contingency & Allowance Use) -$2,333,055.00 Change Order Exposure (Errors & Ommisions) $0.00 $0.00 $0.00 $0.00 $0.00 Change Order Exposure (Owner Requested Scope) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
$0.00
$0.00
Change Order Exposure (Unforseen Conditions) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Misc. Construction Support Costs - GCs & Consultants $504,085.00 $475,350.00 $18,640.00 $0.00 $10,095.00 Consultant $0.00
General Conditions (temporary fencing) $0.00
General Conditions (temporary restrooms and wash stations) $0.00 General Conditions (snow removal) $0.00
General Conditions (temporary building enclosure) $0.00 General Conditions (trailers) $0.00
IOR trailer rental $0.00
CM trailer rental $0.00
Trailer power $0.00
General Conditions (temporary heating) $0.00
General Conditions (storage-containers) $0.00
General Conditions (dumpsters) $0.00
SWPPP Oversight $30,000.00
Construction Cost Subtotal $72,706,505.00 $44,920,527.00 $26,277,901.00 $1,628,342.00 -$120,265.00 Contingency $461,430.00 $0.00 $0.00 $100,000.00 $361,430.00 Soft Cost Budget Tracking $9,069,194.00 $6,692,823.00 $1,446,737.00 $798,939.10 $130,694.90 Construction Budget Tracking $72,706,505.00 $44,920,527.00 $26,277,901.00 $1,628,342.00 -$120,265.00 Total $82,237,129.00 $51,613,350.00 $27,724,638.00 $2,527,281.10 $371,859.90 $819,411.00
$1,191,270.90
Budget Analysis
cumming-group.com 22 City of Salinas | RFQ Response
- ISD Contract
Value
Unforeseen
Demolition
Allowance in
Contract
Misc Specialties
Allowance in
Contract
Roofing Sheet
Metal
Allowance in
Contract
Pending Board
Approved
Change Order
#1 Amount
Pending Board
Approved
Change Order
#2 Amount
35 Original Contract
Amount $ 23,766,681.00 $ 25,000.00 $ 50,000.00 $ 20,000.00 N/A N/A ISD Current
Contract Value
W/Approved CO's
Revised Contract
& Remaining
Allowance
Amounts $ 25,226,932.65 $ 464.35 $ 504.14 $ 7,315.12 $ 1,013,393.11 $ 446,858.54 $ 25,226,932.65
Used Allowance
Amounts &
Owner Added CO
Total Amounts $ 1,460,251.65 $ 24,535.65 $ 49,495.86 $ 12,684.88 $ 1,013,393.11 $ 446,858.54 Allowance Usage / Change Order Log
COR
# COR Description
Issue Created
By?
(CD,CCD,
RFI,
Submittal,
Email, etc.)
Sub/Vendor
Involved
Date COR /
ROM
Received
from GC
Cost
Submitted
for Review
by GC
Pending
Submitted
Cost
COR / ROM
Submitted
to the
County
Cumming
FCE
Comparison
Final Review
& Negotiated
Approved
Cost
Date
Approved by
County
Unforeseen
Demolition
Allowance
Misc
Specialties
Allowance
Roofing
Sheet Metal
Allowance
Pending
Board
Approved
Change
Order
Amount
Pending
Board
Approved
Change
Order
Amount
Comments
Status
County
CO #
Date CO
Received:
001 Existing Operable Wall, Steel Support
Frame Removal RFI 011 Bayview Demo 2/7/2023 $ 9,443.82 $ 9,443.82 2/13/2023 $ 9,387.95 $ 9,443.82 2/21/2023 $ 9,443.82 Billed to Demo Allowance N/A
002 Replace 8 FSD's determined to be nonfunctional RFI 005 All Star Air,
Martin Bros,
Mel Smith
2/21/2023 $ 26,774.42 $ 26,774.42 2/22/2023 $ 26,734.64 $ 26,774.42 2/23/2023 $ 26,774.42 Billed to Misc
Specialties
Allowance
N/A
003 Infill eight (8) existing slab openings
with 3M Fire Rated Mortar. RFI 037 IWI 2/21/2023 $ 15,732.41 $ 15,732.41 3/2/2023 $ 12,869.60 $ 15,091.83 3/2/2023 $ 15,091.83 Billed to Demo Allowance N/A
004 Existing Head of Wall UL Rating RFI's 016, 020 &
057
Martin Bros,
MEL Smith,
Luna, All Star
2/28/2023 $ 541,643.88 $ 541,643.88 2/28/2023 Rejected N/A See Revised COR 004r1
004r1 Existing Head of Wall UL Rating RFI's 057, 057.1
& 058
Martin Bros, Mel
Smith, Seahorn 3/28/2023 $ 81,390.06 $ 81,390.06 3/28/2023 $ 81,390.06 4/7/2023 $ 81,390.06 Submitted to County Board CO#1
005 Modification of Partition Beams RFI 056 Iverson Steel 3/7/2023 $ 10,183.19 $ 10,183.19 3/7/2023 Rejected N/A Submitted to County Board
005r1 Modification of Partition Beams RFI 056 Iverson Steel 4/4/2023 $ 8,579.05 $ 8,579.05 4/6/2023 Rejected N/A See Revised COR 005r2
005r2 Modification of Partition Beams RFI 056 Iverson Steel 4/7/2023 $ 4,714.21 $ 4,714.21 4/8/2023 $ 4,714.21 4/17/2023 $ 4,714.21 Submitted to County Board CO#1
006 Install deck angle supports per RFI
responses. RFI's 045 & 082 Iverson Steel 3/28/2023 $ 15,066.32 $ 15,066.32 3/28/2023 $ 15,066.32 4/21/2023 $ 15,066.32 Submitted to County Board CO#1
007 Infill existing slab holes on 3rd and 2nd
floor decks. Total of 79 holes. RFI 041 Icon West 3/24/2023 $ 22,721.44 $ 22,721.44 3/24/2023 $ 22,721.44 3/24/2023 $ 22,721.44 Billed to Misc Spec Allowance N/A
008
Added costs per RFI's responses
(Sealants, Metal Stud Framing, Barrier
Panels, New Opening)
RFI's 047, 049,
059.1 & 060 Martin Bros 3/28/2023 $ 11,107.67 $ 11,107.67 3/28/2023 $ 10,251.67 4/7/2023 $ 10,251.67 Submitted to County Board CO#1
009 Cost to patch back additional SOG
Concrete at Restrooms per RFI 079 RFI 079 Barza 3/28/2023 $ 12,296.44 $ 12,296.44 3/28/2023 N/A Rejected N/A Submitted to County Board
010 Additional Hardscape &
Reconstruction
RFI's 076,
087,085 & 086
Bayview, Barza
& El Camino 4/3/2023 $ 56,244.18 $ 56,244.18 4/4/2023 N/A Rejected N/A Rejected See
Revised COR
010r1
010r1 Additional Hardscape &
Reconstruction
RFI's 076, 087 &
085
Bayview, Barza
& El Camino 4/3/2023 $ 47,060.81 $ 47,060.81 4/10/2023 $ 45,917.60 $ 47,060.81 4/19/2023 $ 47,060.81 Submitted to County Board CO#1
011 Fire Containment at floor gaps
between edge of slab and curtain wall. RFI 067 Martin Bros/ Karcher 4/4/2023 $ 15,741.36 $ 15,741.36 4/5/2023 $ 15,741.36 4/7/2023 $ 15,741.36 Submitted to County Board CO#1
012 Scab on to existing fire rated walls. RFI 050 & 050.1 Martin Bros & Borbon 4/25/2023 $ 36,954.59 $ 36,954.59 4/26/2023 Completed Rejected N/A See Revised COR 012r1
012r1 Scab on to existing fire rated walls. RFI 050 & 050.1 Martin Bros & Borbon 5/9/2023 $ 35,845.00 $ 35,845.00 5/9/2023 Completed $ 35,845.00 5/9/2023 $ 35,845.00 Submitted to County Board CO#1
013 Additional Plumbing Piping for new
POC's RFI's 029 & 046 Luna's Plumbing 4/25/2023 $ 22,296.44 $ 22,296.44 4/26/2023 $ 22,622.21 $ 22,296.44 5/9/2023 $ 22,296.44 Submitted to County Board CO#1
Project:
Prepared By:
1/10/2024 Page 1 of 5 ISD Acquisitions COR Log
Change Order Log
Change Order Log
$ 25,226,932.65
Used Allowance
Amounts &
Owner Added CO
Total Amounts $ 1,460,251.65 $ 24,535.65 $ 49,495.86 $ 12,684.88 $ 1,013,393.11 $ 446,858.54 Allowance Usage / Change Order Log
COR
# COR Description
Issue Created
By?
(CD,CCD,
RFI,
Submittal,
Email, etc.)
Sub/Vendor
Involved
Date COR /
ROM
Received
from GC
Cost
Submitted
for Review
by GC
Pending
Submitted
Cost
COR / ROM
Submitted
to the
County
Cumming
FCE
Comparison
Final Review
& Negotiated
Approved
Cost
Date
Approved by
County
Unforeseen
Demolition
Allowance
Misc
Specialties
Allowance
Roofing
Sheet Metal
Allowance
Pending
Board
Approved
Change
Order
Amount
Pending
Board
Approved
Change
Order
Amount
Comments
Status
County
CO #
Date CO
Received:
014 Re-Route of CW and HW lines RFI 090 Luna's Plumbing 4/25/2023 $ 9,684.15 $ 9,684.15 4/26/2023 $ 9,684.15 5/10/2023 $ 9,684.15 Submitted to County Board CO#1
015 Additional backing for furniture not
previously shown. RFI 111 Martin Bros 4/25/2023 $ 10,165.00 $ 10,165.00 4/26/2023 N/A Rejected N/A Submitted to County Board
015r1 Additional backing for furniture not
previously shown. RFI 111 Martin Bros 5/5/2023 $ 10,104.05 $ 10,104.05 5/8/2023 N/A $ 10,104.05 5/10/2023 $ 10,104.05 Submitted to County Board CO#1
016
Misc Costs (6 added FEC's, Conduit &
wiring, Mods to storefront HHS tube
connection detail, decorative metal
panel @ Work Café).
RFI's 023, 044 &
094
Mel Smith,
Iverson & Cima 4/25/2023 $ 8,709.71 $ 8,709.71 4/26/2023 N/A Rejected N/A Submitted to County Board
016r1
Misc Costs (6 added FEC's, Conduit &
wiring, Mods to storefront HHS tube
connection detail, decorative metal
panel @ Work Café).
RFI's 023, 044 &
094
Mel Smith,
Iverson & Cima 5/10/2023 $ 7,473.06 $ 7,473.06 5/10/2023 N/A $ 7,473.06 5/11/2023 $ 7,473.06 Submitted to County Board CO#1
017
Replacement of misc parts found not
working during pre-functional testing
by EMS contractor.
RFI's 025 & 026 All Star Air 4/25/2023 $ 33,856.94 $ 33,856.94 4/26/2023 $ 25,637.40 $ 33,856.94 5/25/2023 $ 33,856.94 Submitted to County Board CO#1
018 Provide required slope to new floor
drains@ restrooms. RFI's 052 & 052.1 IWI 5/5/2023 $ 18,025.30 $ 18,025.30 5/8/2023 N/A Rejected N/A Rejected COR to
be revised COR
018r1
018r1 Provide required slope to new floor
drains@ restrooms. RFI's 052 & 052.1 IWI 5/10/2023 $ 10,000.30 $ 10,000.30 5/10/2023 N/A Rejected N/A County Emails
dated 5/10 & 6/8-
2023
019 Remove 46 existing parking signs per
RFI 110 response RFI 110 IWI 4/25/2023 $ 11,854.28 $ 11,854.28 4/26/2023 N/A $ 11,854.28 5/15/2023 $ 11,854.28 Submitted to County Board CO#1
020 Added framing required @ Stair #2
Concrete Openings. RFI 103 Martin Bros 4/25/2023 $ 13,991.32 $ 13,991.32 4/26/2023 N/A $ 13,991.32 5/18/2023 $ 13,991.32 Submitted to County Board CO#1
021
Demolish unforeseen casting slab
encountered @ electrical trenches and
PV Canopy Ftgs.
RFI 114 Bayview Demo 5/8/2023 $ 66,279.08 $ 66,279.08 5/8/2023 $ 69,456.09 Rejected N/A Voided, See COR 021r1
021r1
Demolish unforeseen casting slab
encountered @ electrical trenches and
PV Canopy Ftgs.
RFI 114 Bayview Demo 6/23/2023 $ 33,675.63 $ 33,675.63 6/23/2023 T&M $ 33,675.63 6/26/2023 $ 33,675.63 Submitted to County Board CO#1
1/10/2024 Page 2 of 5 ISD Acquisitions COR Log
cumming-group.com 23 City of Salinas | RFQ Response
Project #_______________ ___________________ Project Checklist Date______________ Updated (V.5):
Architect's #_________________ CDE #_________________ OPSC # DSA #_________________ CHECK
TASK NAME ACTION
ITEM
DUE
DATE
DATE
COMPLETED NOTES
1.00 PROJECT INITIATION:
1.01 Meet with Site Administrators
1.02 Budget Allocation - Prepare Complete Project Budget and Identify Funding Source(s)
1.03 Verify with DSA if there are any outstanding projects closed without Certification
1.04 Appraisal Completion
1.05 COC Recommendation (Bond projects only)
1.06 Formal Consultant Selection Process (identify all necessary consultants)
1.07 Decide on building delivery method (public bid, lease-lease-back, design-build, multi-prime)
1.08 Architect Agreement Signed & Board Approved (give them a current copy of OPSC's architects submittal guideline)
1.09 Decide if Project will have multiple phases and increments for design/DSA approval
1.10 Prepare a Preliminary Project Schedule with Design, Permitting and Construction
1.11 Ed. Spec Committee Formation
1.12 Seismic Mitigation Program funding - Owner to submit DSA Form 1-REH for Evaluation & Design for Non-Conforming Buildings (Alteration costs must exceed 50% of replacement value)
1.13 Budgeting-Initial Programming Cost Estimate
1.14 Off Site Utility Cost Assessment (By Architect)
1.15 Preliminary Schedule Development per Design Team Schedule Property Acquisition (If Required):
1.16 Board Approval of Purchase Agreement (if needed)
1.17 Board Approval of Resolution Approving School Site (if needed)
1.18 Utilities (Easements/Permits/Energy)
1.19 ALTA Surveys
1.20 Preliminary Site Investigations (Phase I/Phase II)
2.00 PROJECT PLANNING:
Programming:
2.01 Prepare Technology Design Standards
2.02 Prepare Furniture Standards
2.03 Educational Specification Development
2.04 Board Approval of Ed. Spec. Document
2.05 Prepare Interim Housing Plan for Students and Staff
2.06 Verify Impacts and Assistance Needed For Outside Programs (i.e-Boys & Girls Club) Consultants:
2.07 Topographic Survey (Independent by District or by Architect)
2.08 Site Utility Markings for Architect
2.09 Aerial Survey
2.10 Prepare Asbestos, Lead, Other Surveys Report (AHERA)
2.11 Review Existing AHERA Reports
2.12 Prepare Heavy Metal Soil Report
2.13 Prepare Geotechnical & Geologic Hazard Report
2.14 Submit Geotechnical/Geohazard Report to CGS (Must be approved by CGS prior to DSA)
2.15 Prepare Soils/Hydrologic Report
2.16 Submit Soils/Hydrologic Report to TRPA for Approval
2.17 Review Plan with TRPA Consultant for Direction
Environmental Document Preparation (CEQA)
2.18 Waiver of local zoning requirements by Board (if applicable)
2.19 Phase I Environmental with CDE (only required for new school or expansion)
2.20 Airport Proximity Study (typically for site approval process)
2.21 Submit AB-52 letter to local Indian Tribes (if required)
2.22 Submit AB-52 letter to Washoe Tribe (not required but suggested)
2.23 Archeological Study (typically for site approval process)
2.24 Historical Study (typically for site approval process)
2.25 Wildlife (typically for site approval process)
2.26 Traffic Study (if applicable)
2.27 Biological-Wetland Study (typically for site approval process)
2.28 If Wetland Study Confirms Wetland, Submit Clean Water Act-401 Application-Lahontan (LRWQCB)
2.29 If Wetland Study Confirms Wetland, Submit Pre Construction Notification (PCN) to U.S Army Corps Application
2.30 If Wetland Study Confirms Wetland, Submit Notification to State of California Dept. of Fish and Wildlife
2.31 Provide Dudek Project Information for Admin Draft/Mitigated Neg. Declaration
2.32 30 Day CEQA Review (includes declarations and community responses)
2.33 Public Hearing and Board Approval of CEQA
2.34 Town or County Planning Review (required for Placer encroachment permit)
2.35 Mitigation Monitoring and Reporting Program (MMRP) Outline for Specifications Special Conditions Section
3.00 SCHEMATIC DESIGN:
Agencies:
3.01 DSA Initial Scoping Meeting
3.02 CDE Initial Contact (Submit Ed Spec, 2-A plans, site plan, topography & SFPD form 4.07A)
3.03 Lahontan Region (Basin Plan) Initial Contact with the State Water Resources Control Board Utilities & Local Agencies:
3.04 Electrical
3.05 Water
3.06 Sewer
3.07 Park & Recreation
3.08 Gas
3.09 Propane
3.10 Fire
3.11 County Planning and Public Works Department Right of Way Encroachments and Storm Drain Design:
3.12 Board Presentation of Schematic Design
3.13 Executive Facilities Committee Approval of Exterior Rendition
3.14 Complete Schematic Design
3.15 Project Manager's Plan Check and Comment on S.D Documents
3.16 Cost Estimate with Complete Schematic Design Documents
3.17 Commissioning Agent Review
3.18 Procure Preliminary Phasing Plan (if necessary)
3.19 Constructability Review & Value Engineering performed by third party
3.20 Estimate Validation Review of Schematic Documents by third party
3.21 Phasing Plan Approval
3.22 Update Project Schedule
4.00 Design Development
Agencies:
4.01 Submit plans for TRPA permit
PROJECT
7/20/2023 Page 1 Project Checklist
cumming-group.com 24 City of Salinas | RFQ Response
NHHS 100%CD Pkg 1 Dwgs_Site Pkg 1.pdf Markup Summary
Page Label: S1-A1.10 - OVERALL SITE PLAN
Status:
Color:
Provide location of contractor lay
down area and construction
office
S1-A1.10 - OVERALL SITE PLAN (3)
Page Label: S1-A1.10 - OVERALL SITE PLAN
Status: CLOSED set by Orry Nottingham on 5/4/2019 at
12:36:27 PM
Color:
Suggest locate and identify the
existing two Main Switchboards
MSA and MSB including utility
service entrance point of
connection with the utility
company. To help navigate
through drawings, consider
enlarged details to be keyed to
plans for these two electric
service entrances.
Page Label: S1-A1.10 - OVERALL SITE PLAN
Status: CLOSED set by Orry Nottingham on 5/4/2019 at
12:36:36 PM
Color:
Consider in Keynotes to define
Energy Monitoring Sub-metering
per each building as defined in
Basis of Design, Paragraph K to
include HVAC, IDF / Telecom,
Plug Loads, Lighting, Elevator,
and more.
Page Label: S1-A1.11 - PARTIAL SITE PLAN - ZONE 1
Status: CLOSED set by mechelmeier on 4/29/2019 at 7:52:10 PM
Color:
Area at south west corner of
parking lot is delineated as
landscape but is not identified as
such on landscaping plan.
Coordinate and clarify material.
S1-A1.11 - PARTIAL SITE PLAN - ZONE 1 (4)
Page Label: S1-A1.11 - PARTIAL SITE PLAN - ZONE 1
Status:
Color:
Landscape area coordinated
with Landscape drawings.
SCALE:
DATE OF ISSUE: 14 FEBRUARY 2019
F
1" = 50'-0"
OVERALL SITE PLAN
Provide location of contractor lay down
area and construction office
NO STOPPING SIGN
STOP SIGN
NO STOPPING SIGN
NO STOPPING SIGN
NO STOPPING SIGN
BIKE LANE SIGN
BUS STOP SIGN
STREET SIGN
RESTRICTED PARKING SIGN NO PARKING SIGN
NIC
(E) AMELIA
EARHART
CONT. EDUCATION
H.S.
(N)
CENTRAL
PLANT
RANSFORMER
ENCLOSURE
LER BLVD
S18
S6 S5
(N) PARKING
12(s) + 2(a) = 14
" E 781.84'
ZONE 2
(N)
M&O
TRASH
ENCLOSURE
(N)
M&O YARD
Suggest locate and identify the existing two Main Switchboards MSA and MSB including utility service entrance point of connection with the utility company. To help navigate through drawings, consider enlarged details to be keyed to plans for these two electric service entrances.
NOTES:
1. ACCESSIBLE ROUTE OF TRAVEL AS INDICATED IS A
BARRIER FREE ACCESS WITHOUT ANY ABRUPT
VERTICAL CHANGE IN ACCORDANCE TO THE
REQUIREMENTS PER CBC 11B-401. THE ACCESSIBLE
PATH IS MINIMUM 48” WIDE. THE RUNNING SLOPE OF
WALKING SURFACES IS NOT STEEPER THAN 1:20; THE
CROSS SLOPE NOT STEEPER THAN 1:48. THE PATH
SURFACE SHALL BE STABLE, FIRM, AND SLIP
RESISTANT.
2. SEE PARTIAL SITE PLANS FOR MORE INFORMATION
3. SEE CIVIL DRAWINGS FOR SITE DEMOLITION SCOPE,
UNDEGROUND UTILITIES, GRADING PLAN, SITE
ELEVATION POINTS, AND PATH SLOPES.
4. SEE LANDSCAPE DRAWINGS FOR HARDSCAPE,
PLANTING AND IRRIGATION PLANS.
5. FOR SITE LIGHTING SEE ELECTRICAL DRAWINGS.
6. SEE SHEET A9.61 FOR SIGNAGE DETAILS.
7. SEE SHEET A1.71 FOR SITE DETAILS
0 50 100 150 200
GRAPHIC SCALE
SUBMITTALS & REVISIONS
SITE IMPROVEME
NORTH HOLLYWOOD HIGH SC
COMPREHENSIVE MODERNIZATION PRO
5231 COLFAX AVE
LOS ANGELES, CA91601
01.15.2018 DESIGN DEVELOPMENT DRAWINGS
02.09.2018 REVISED DESIGN DEVELOPMENT DRAWINGS
08.01.2018 50% CONSTRUCTION DOCUMENTS DRAWINGS
02.14.2019 100% CONSTRUCTION DOCUMENTS DRAWINGSPACKAGE 1 Consider in Keynotes to define Energy Monitoring Sub-metering per each building as defined in Basis of Design, Paragraph K to include HVAC, IDF / Telecom, Plug Loads, Lighting, Elevator, and more. 10 11
14 Area at south west corner
of parking lot is
delineated as landscape
but is not identified as
such on landscaping plan.
Coordinate and clarify
material.
Constructability Report
cumming-group.com 25 City of Salinas | RFQ Response
Page Label: S1-A1.11 - PARTIAL SITE PLAN - ZONE 1
Status: CLOSED set by mechelmeier on 4/29/2019 at 8:06:26 PM
Color:
New fence indicated at south
east of site is not indicated on
landscape drawings as noted
with keynote 11
Page Label: S1-A1.11 - PARTIAL SITE PLAN - ZONE 1
Status:
Color:
Landscape drawings to provide
chainlink fence.
Page Label: S1-A1.11 - PARTIAL SITE PLAN - ZONE 1
Status: CLOSED set by mechelmeier on 4/29/2019 at 8:07:04 PM
Color: