Light pole indicated to remain in
keynote 7 is indicated as demo
on civil sheets
Page Label: S1-A1.11 - PARTIAL SITE PLAN - ZONE 1
Status:
Color:
Light pole to remain.
Page Label: S1-A1.11 - PARTIAL SITE PLAN - ZONE 1
Status: CLOSED set by Orry Nottingham on 5/4/2019 at
12:36:43 PM
Color:
General Comment. Keynotes for
light poles are defined; however,
keynotes for Pole Mount
Security Camera are not found
for Type C-15 Video Camera
shown on Sheet S1-T6.01.
Provide Security Riser Diagram,
Schedule cameras including
symbol, number, and locate on
Plans. Typical for security
cameras throughout.
5' CLF ON
CONC. CUR
M
C.
10 7
11 10
(N)
BALCONY
ABOVE
(N) STAIR
New fence indicated at
south east of site is not
indicated on landscape
drawings as noted with
keynote 11
(E)
HOME
BLEACHER
(E) TRACK N
7 11
3 MATCHLINE
MATCHLINE
Light pole indicated to
remain in keynote 7 is
indicated as demo on civil
sheets
NOTES:
1. ALL HARDSCAPE AND LANDSC
FURNISHINGS (EXCEPT IN ARE
ARE NEW, UNLESS SPECIFICA
EXISTING.
4 NEW CONCRETE P
5 NEW ASPHALT PAV
6 7 EXISTING LIGHT PO
NEW BENCH, SEE
8 NEW LIGHT POLE,
9 NEW FLAG POLE
10 EXISTING CHAINLIN
11 NEW CHAINLINK F
12 NEW DECORATIVE
13 EXISTING CHAINLIN
14 NEW CHAINLINK G
4.1 NEW PAVERS, SEE
4.2 NEW DEC. GRANIT
(E) TRACK N.I.C.
CHLINE
CHLINE
SEE PACKAGE 2
General Comment. Keynotes for light poles are defined; however, keynotes for Pole Mount Security Camera are not found for Type C-15 Video Camera shown on Sheet S1-T6.01. Provide Security Riser Diagram, Schedule cameras including symbol, number, and locate on Plans. Typical for security cameras throughout.
Constructability Report
cumming-group.com 26 City of Salinas | RFQ Response
NHHS 100%CD Pkg 1 Spec Vol 1.pdf Markup Summary
Page Label: 38 033000 Paragraph 2.01(F.2):
Suggest verifying the curing and
remedial water vapor emissions
treatments in Sub-paragraphs
F.2.a and F.2.b are consistent
and coordinated with the
Division 09 flooring products and
with the general requirements for
moisture testing for flooring
installation in Section 090561.
38 (1)
Page Label: 38 This verification is by Architect.
We have revised the sub-grade
profile and provide to Architect
for review
Page Label: 54 033600 Paragraph 2.3(A): The
synthetic micro-fiber
reinforcement does not appear
to coordinate with Note 4 on
Gymnasium Level 2 Second
Floor Framing Plan G-S2.22,
which indicates the lightweight
concrete is to be reinforced with
#3 bars at 18" O.C.
54 (1)
Page Label: 54 The concrete fill and fiber
reinforcement specified in 03
3600 is not in conflict with what
is specified and indicated by
Structural. No change to spec.
Page Label: 59 03 3713 Shotcrete: Shotcrete
not found specified on "C" of "G"
drawings.
59 (1)
06/12/2017
CAST-IN-PLACE CONCRETE
03 3000-8
Deleted: CO A
ASTM F2170: 100%RH resistant.
033000 Paragraph 2.01(F.2): Suggest verifying
the curing and remedial water vapor emissions
treatments in Sub-paragraphs F.2.a and F.2.b are
consistent and coordinated with the Division 09
flooring products and with the general
requirements for moisture testing for flooring
installation in Section 090561.
ject CON
chool
CEMENT
ber: Fibrillated polypropylene micro-fibers engineered and de mplying with ASTM C 1116/C 1116M, Type III, 1/2 to 1-1/2 033600 Paragraph 2.3(A): The synthetic
micro-fiber reinforcement does not appear to
coordinate with Note 4 on Gymnasium Level 2
Second Floor Framing Plan G-S2.22, which
indicates the lightweight concrete is to be
reinforced with #3 bars at 18" O.C.
100% Construction Documents – February 14, 2019 Deleted: 50% Construction Documents – August 1, 2018 ECTION 03 3713
SHOTCRETE
concrete.
Requirements.
sting and Inspection.
ncrete Reinforcing.
st-In-Place Concrete.
03 3713 Shotcrete: Shotcrete not
found specified on "C" of "G"
drawings.
Constructability Report
cumming-group.com 27 City of Salinas | RFQ Response
Page Label: 59 This section is removed from
Package 1 (belongs in package
2 only)
Page Label: 80 04 2200 Concrete Unit Masonry:
(Section 1.05.E) Is prism testing
required? 2016 CBC 2105A.2
appears to only require prism
testing when greater than 2000
psi is specified. Verify.
80 (2)
Page Label: 80 See revised
Page Label: 80 04 2200 Concrete Unit Masonry:
(Section 2.01.A) Would
lightweight blocks be acceptable
also? Clarify.
Page Label: 80 Just medium weight is okay
sted in accordance with
or exceed specified
2,000 psi.
l furnish batch ticket
ll be determined by the
onstruction.
accordance with CBC,
ntinuously observe the
hall be responsible for
tories to ensure that the
nspection.
04 2200 Concrete Unit
Masonry: (Section
1.05.E) Is prism testing
required? 2016 CBC
2105A.2 appears to only
require prism testing
when greater than 2000
psi is specified. Verify.
06/12/2017
CONCRETE UNIT MASONRY
Deleted: CO Architects Project No.: 15007
Core testing will be performed in accordance with CBC,
allation: A special inspector will continuously observe the ed masonry. The Project Inspector shall be responsible for the special inspector and testing laboratories to ensure that the actorily completed.
sible for the costs of original tests and inspection.
E AND HANDLING
on level platforms or pallets, in a dry location.
terials and aggregates in such a manner as to prevent
n of foreign matter or moisture.
or flat bed barrows. Free discharge from conveyor units or trays is not permitted.
Modular [medium] weight conforming to ASTM C90,
crete unit masonry. Masonry units shall meet the minimum quirements of ASTM C90, or as indicated on project drawings, y unit sizes shall be as indicated on the drawings.
Deleted: EDIT NOTE: INDICATE BELOW THE WEIGHT
OF THE MASONRY UNITS FOR THIS PROJECT. ...
Deleted: [light]
Deleted: [normal]
04 2200 Concrete Unit
Masonry: (Section 2.01.A)
Would lightweight blocks be
acceptable also? Clarify.
Constructability Report
cumming-group.com 28 City of Salinas | RFQ Response
John D. Olsson, CCM
Project Executive
John has more than 45 years of education, public, and commercial construction experience on a wide variety of complex, challenging projects. He is an experienced leader with the ability to successfully coordinate the efforts of diverse project teams.
John is experienced in company and division strategy, profit generation, cash flow management, corporate policy, and staff management. He is actively involved in the design-build process and integrated project delivery methods for projects including new construction, renovation, tenant improvements, seismic upgrades, historical renovations, and energy/solar projects. His expertise also includes estimating, value engineering, scheduling, budget control, and collaborative team building.
REPRESENTATIVE EXPERIENCE
Fleet Maintenance Facility Upgrades, Central Fire District of Santa Cruz County – Santa Cruz, CA
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, with John providing strategy and support to the client and Cumming Group team as he oversaw the Project Director and Project Manager.
Rengstorff Community Center, City of Mountain View – Mountain View, CA John led the team that provided project and construction management services for the $23.5-million, 22,000-sq.-ft. Rengstorff Community Center project. Renovation of the 1960s community center included seismic upgrades, addition of a large community room, and site improvements. Cumming Group also 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.
Construction Program and Project Management, University of California, Santa Cruz – Santa Cruz, CA
Cumming Group handled program, project, and construction management for various renovation and IT infrastructure upgrade projects at the University of California, Santa Cruz from 2016 to 2024. John led a team that provided programming, pre-design, constructability, cost peer review, scheduling, and project/construction management services for multiple on- and off-campus facilities.
On-Call Capital Improvement Projects, City of Scotts Valley – Scotts Valley, CA John is overseeing the Cumming Group team that is providing project and construction management services for a variety of vertical and horizontal projects for the City of Scotts Valley
ADDITIONAL RELEVANT EXPERIENCE
• City Hall and City Hall Annex, City of Cupertino – Cupertino, CA • Emergency Response Center, County of San Mateo – San Mateo, CA • Interior Upgrades and Renovations, City of Palo Alto – Palo Alto, CA • New Administration Building, North Coast County Water District – Pacifica, CA
EDUCATION
• B.S., Construction Management,
California Polytechnic State University,
San Luis Obispo
CERTIFICATIONS
• Certified Construction Manager,
Construction Management Association
of America
YEARS OF EXPERIENCE
• 45
A brief biography or resume of each team member.
Team Resumes
Resumes for the key individuals Cumming Group is proposing for the City of Salinas team are provided on the following pages. These team members have provided comprehensive project and construction management services for numerous engagements similar to the projects anticipated by the City of Salinas. This team also has the full support of our local office’s other team members, who are available to assist on an as-needed basis.
cumming-group.com 29 City of Salinas | RFQ Response
Casino Fajardo, CBCP
Project Director
Casino Fajardo is a leadership and management professional with more than 24 years of experience. He brings extensive skills in the successful delivery of individual missioncritical projects and multi-year programs covering the public, education, nonprofit, commercial, and industrial sectors. Casino has worked through all project phases, from stakeholder buy-in to pre- and post-occupancy quality assurance. He has created a $1.3-billion, multi-year facilities master plan and facility performance specifications and used collaboration and community-building to increase occupant wellness, improve employee attraction and retention, and enhance customer satisfaction.
REPRESENTATIVE EXPERIENCE
Measure I Bond Program, Pleasanton Unified School District – Pleasanton, CA Casino is directing the Cumming Group team providing construction management services for the implementation of the District’s $395-million bond program. The project will include repairs, improvements and construction at six sites across the district.
Various Projects, North Monterey County Unified School District – Castroville, CA As Director of Project Management, Casino leads the Cumming Group team that is providing project and construction management services on a variety of projects for the North Monterey County Unified School District. These projects include the construction or renovation of two facilities for the district’s inclusive early education expansion program, enhancement to building entrances, and kitchen construction and renovation projects.
Various Projects, Alisal Union School District – Salinas, CA Casino is serving as the Director of Project Management for Cumming Group as it provides 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. 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 threeclassroom kindergarten building at Dr. Oscar F. Loya Elementary School.
Measure G Bond Program, Morgan Hill Unified School District – Morgan Hill, CA Casino served as Bond Program Manager and Director of Construction and Modernization for Morgan Hill Unified School District’s $198-million general obligation bond. He provided oversight of program development and construction implementation for projects that included the Britton Middle School reconstruction and modernization of a 900-student middle school on an occupied 25-acre campus.
The $50 million project included over 200,000 sq. ft. of classroom space, STEM environment labs, and administrative offices.
ADDITIONAL RELEVANT EXPERIENCE
• Facilities Construction, Dublin Unified School District – Dublin, CA • O’Donohue Family Stanford Educational Farm, Stanford University – Stanford, CA • Graham Hall Residences, Santa Clara University – Santa Clara, CA • New Elementary School Buildings, Happy Valley Elementary School District – Santa Cruz, CA
EDUCATION
• Ph.D. Candidate, Industrial and
Organizational Psychology, Grand
Canyon University, Phoenix, AZ
• M.S., Leadership, Grand Canyon
University
• B.A.S., Management, Grand Canyon
University
• A.A., Construction Technology, Los Rios
Community College, Sacramento, CA
CERTIFICATIONS
• Certified Building Commissioning
Professional, Association of Energy
Engineers
• Journeyman Carpenter, Carpenters
Joint Training Committee for Northern
California
• 30-Hour Construction Safety and
Health Certification, OSHA
YEARS OF EXPERIENCE
• 24
cumming-group.com 30 City of Salinas | RFQ Response
Jie Liu, NCARB, LEED AP BD+C
Lead Project Manager
Jie’s expertise lies in bridging the gap between creative design and practical construction, ensuring that every project she undertakes is not only aesthetically captivating but also functionally sound. Her leadership skills have led diverse design teams to achieve excellence, earning her a reputation for fostering a collaborative and high-performance work environment. With a 10-year career in the industry, Jie is wellversed in transforming architectural concepts into tangible structures.
REPRESENTATIVE EXPERIENCE
Various Bond Program Projects, Alum Rock Union School District – San Jose, CA Jie is providing program management services for the District’s planning, predesign, design, and construction phases of work on renovation/reconstruction of its elementary and middle schools.
Measure I Bond Program, Pleasanton Unified School District – Pleasanton, CA Jie is serving as a Project Manager on the Cumming Group team providing construction management services for the implementation of the District’s $395-million bond program. The project will include repairs, improvements and construction at six sites across the district.
Project Management Manual and Training Program, UC Davis Health – Davis, CA Jie is serving as a Project Manager on the Cumming Group team providing program development and project management services for the creation of a project management manual and training program that standardizes the project management processes for UC Davis Health’s facilities planning and development team.
Emergency Department Expansion, Santa Clara Valley Medical Center – San Jose, CA As Architect, Jie’s responsibilities included construction administration; collaborating with client, consultants, contractors, manufactures, and public agencies to meet overall project objectives; and preparing a submittal package for OSHPD/ DSA review and backchecks.
New Science Building, Folsom Lake College – Folsom, CA
As Architect, Jie’s responsibilities included construction administration; collaborating with client, consultants, contractors, manufactures, and public agencies to meet overall project objectives; and preparing a submittal package for DSA review and backchecks.
Welcome Center and Dining Commons, St. Francis High School – Mountain View, CA As Architect, Jie’s responsibilities included construction administration; collaborating with client, consultants, contractors, manufactures, and public agencies to meet overall project objectives; and preparing a submittal package for DSA review and backchecks. Construction value was $60M.
Robotics Building, University of Michigan – Ann Arbor, MI As Architectural Designer, Jie’s responsibilities included originating creative design concepts and developed solutions to design problems; performing product research, material selection, and system research; and producing graphic presentations, 3D renderings, and construction drawings.
EDUCATION
• M.A., The University of Michigan, Ann
Arbor
• B.A., Hebei University of Engineering,
China
CERTIFICATIONS
• Licensed Architect No. 1301069739,
State of Michigan
• NCARB Certified, National Council of
Architectural Registration Boards
• LEED Accredited Professional, Building
Design and Construction, U.S. Green
Building Council
• 10-Hour Construction Safety and
Health Certification, OSHA
YEARS OF EXPERIENCE
• 10
cumming-group.com 31 City of Salinas | RFQ Response
Stephen Goltiao
Project Manager
Stephen has more than 20 years of experience managing a wide range of projects in both the public and private market segments. He possesses enthusiastic leadership and problem-solving skills. Stephen ensures quality results to clients throughout each phase of any given project through attention to detail, a results-driven attitude, and strong communication skills with all stakeholders involved in a project.
REPRESENTATIVE EXPERIENCE
Construction Program and Project Management, University of California, Santa Cruz – Santa Cruz, CA
Cumming Group is providing program, project, and construction management of University-wide upgrades over a multi-year period. Stephen has served as a Project Manager on several projects, including a campus-wide technological infrastructure upgrade.
Measure I Bond Program, Pleasanton Unified School District – Pleasanton, CA Stephen is serving as a Project Manager for Cumming Group’s work providing construction management services for the implementation of the District’s $395-million bond program. The project will include repairs, improvements, and construction at six sites across the district.
Various Projects, North Monterey County Unified School District – Castroville, CA Stephen is serving as Project Manager on the Cumming Group team that is providing project and construction management services on a variety of projects for the North Monterey County Unified School District. These projects include the construction or renovation of two facilities for the district’s inclusive early education expansion program, enhancement to building entrances, and kitchen construction and renovation projects.
Cityline Sunnyvale Mixed-Use Development – Sunnyvale, CA As Project Manager, Stephen’s responsibilities included representing the owner for all aspects of the project from the design phase to permits and through construction; reviewing and analyzing consultant agreements and providing recommendations to the owner; coordinating between building core-and-shell design teams and tenantimprovement teams; coordinating all aspects of construction between infrastructure design teams and contractor; and leading and facilitating weekly progress meetings with the contractor and the City of Sunnyvale.
STEAM Building, Las Positas Community College – Livermore, CA For this $92.8-million project. Stephen served as Senior Project Manager, with responsibilities that included assisting the District in the development of requests for proposals, project scope, schedule, and cost estimates; providing periodic reporting of design progress, schedule, cost status, and design changes; coordinating and conducting design review meetings with architect and various stakeholders; and coordinating and updating project design schedules with department leads and user groups.
ADDITIONAL RELEVANT EXPERIENCE
• Schafer Park Elementary School, Hayward Unified School District – Hayward, CA • Student Services Building, Orinda Union School District – Orinda, CA • Various HVAC and Electrical Upgrades, San Mateo-Foster City School District – San Mateo, CA
EDUCATION
• B.S., Construction Management,
California Polytechnic State University,
San Luis Obispo
YEARS OF EXPERIENCE
• 20
cumming-group.com 32 City of Salinas | RFQ Response
Suzanne Mainguy
Assistant Project Manager
Suzanne is a highly motivated individual with ten years of experience in construction project management working on various projects including ground-up construction and renovations for public and private owners. She has a proven ability to multi-task while contributing to a positive work environment with her acute attention to detail and organizational skills. Suzanne builds rapport with team members to ensure successful, timely and cost-effective project completion.
REPRESENTATIVE EXPERIENCE
Fremont Elementary School Building Demolition, Alisal Union School District – Salinas, CA
Suzanne served as the Assistant Project Manager on the Cumming Group team handling demolition and abatement of existing buildings and walkways. In this role, Suzanne attended site visits, participated in community and staff meetings, managed bidding per CUPCAA guidelines, attended the pre-bid site visit, managed weekly OAC meetings with the contractor, and communicated with special inspector and IOR.
Maintenance Projects, Alisal Union School District – Salinas, CA District-wide maintenance projects included removing existing table pockets from multipurpose rooms, painting throughout multipurpose rooms, sitework, and asphalt repair. As the Assistant Project Manager, Suzanne worked with District’s head of facilities and CBO to finalize scopes of work, bid out to contractors, attend pre-bid site visits, and attend weekly site visits.
Oscar Loya Elementary School, Alisal Union School District – Salinas, CA This project included the removal of four existing relocatable classrooms and the construction of a new 4,800-square-foot modular building that will house three new kindergarten classrooms. The project also included the construction of a new 20’x24’ fabric shade structure, a new play structure, and associated resilient surfacing. As the Assistant Project Manager, Suzanne managed weekly OAC meetings, maintained communication with the General Contractor on all aspects of construction, vetted change orders, provided monthly progress reports, and met with the special inspector and IOR.
Various Projects, North Monterey County Unified School District – Castroville, CA Suzanne is serving as an Assistant Project Manager on the Cumming Group team that is providing project and construction management services on a variety of projects for the North Monterey County Unified School District. These projects include the construction or renovation of two facilities for the district’s inclusive early education expansion program, enhancement to building entrances, and kitchen construction and renovation projects.
Leased Space Program Renovations, Citibank – Various Cities, Northern CA Suzanne was part of the Cumming Group team providing project management services for a major financial institution’s locations in Northern California. Scope involved services through design and construction, including a detailed closeout for projects ranging from small tenant improvements to major renovations and new construction.
Suzanne assisted with managing the overall budget and schedule, navigated compliance responsibilities and internal approval processes, and mitigated project risks.
EDUCATION
• B.A., English, University of Central
Florida
YEARS OF EXPERIENCE
• 10
cumming-group.com 33 City of Salinas | RFQ Response
Brian Mirador
Project Engineer
As Project Engineer, Brian plays a critical role in overseeing the entire construction process, from initial planning to project completion, with a focus on technical expertise, coordination, and project management to achieve successful outcomes.
With a dedication to staying current with industry advancements, Brian keeps abreast of emerging technologies and construction methodologies, incorporating innovative solutions to optimize project efficiency.
REPRESENTATIVE EXPERIENCE
Construction Program and Project Management, University of California, Santa Cruz – Santa Cruz, CA
Brian has served as Project Engineer on the Cumming Group team providing program, project, and construction management services for various renovation and IT infrastructure upgrade projects at the University of California, Santa Cruz from 2016 to 2024. The project has included programming, pre-design, constructability, cost peer review, scheduling, and project/construction management services for multiple onand off-campus facilities.
Measure I Bond Program, Pleasanton Unified School District – Pleasanton, CA Brian is serving as the Project Engineer for Cumming Group’s work providing construction management services for the implementation of the District’s $395-million bond program. The project will include repairs, improvements, and construction at six sites across the district.
Bond Program, Alum Rock Union School District – San Jose, CA Brian is serving as Project Engineer in support of program management services for the planning, pre-design, design, and construction phases of work on renovation and reconstruction of the District’s elementary and middle schools. Using the District’s Facilities Assessment Report as a tool, Cumming Group is updating cost estimates, providing feedback on appropriate scope, and advising the District on phasing, grouping of projects, and other cost saving methods. Brian participates in scheduling, budgets, and communication for all projects and reports to the District regularly on program and individual project status.
ADDITIONAL RELEVANT EXPERIENCE
• Various Projects, North Monterey County Unified School District – Castroville, CA • Happy Valley Elementary School District, New Elementary School Buildings Project Management Support – Santa Cruz, CA
• Pacific Elementary School District, Construction and Project Management Services – Davenport, CA
EDUCATION
• B.A., Design Studies, Industrial Design,
San Jose State University, San Jose, CA
• A.A. and Certificate of Achievement
in Architectural Drafting and Design,
Orange Coast College, Costa Mesa, CA
CERTIFICATIONS
• 10-Hour Construction Safety and
Health Certification, OSHA
YEARS OF EXPERIENCE
• 7
cumming-group.com 34 City of Salinas | RFQ Response
Vincent Ly, LEED AP BD+C
Scheduler
Vincent leads scheduling services for Cumming Group’s West Region and has more than 22 years of experience providing project management, planning, and scheduling services on complex new construction, upgrade, and renovation projects. He develops and produces independent high-level and detailed schedules, including fully detailed baseline schedules and phasing plans. Vincent is also adept at reviewing baseline schedules including periodic reviews of schedule updates produced by general contractors. His prior experience as a general contractor is applied to validate proper submittals and procurement detailing and mitigate delays through recovery schedules. He is also experienced in providing dispute resolution services and thirdparty construction review analysis.
REPRESENTATIVE EXPERIENCE
Government
• City Hall Annex, City of Cupertino – Cupertino, CA
• Historic Community Center Seismic Retrofit, City of Goleta – Goleta, CA • Convention Center Conceptual Planning and Schedule Development, City of Los Angeles – Los Angeles, CA
• Bass Library New Trusses Study, County of San Bernardino – Apple Valley, CA • Six Renovation Projects, GSA Frank Hagel Federal Building – Richmond, CA • Dispute Resolution Services 3rd Party Construction Review, GSA PJKK Federal Building and Courthouse – Honolulu, HI
• B233 and B179 Conversion Into Integrated Spacecraft Assembly Facility, NASA Jet Propulsion Laboratory – Pasadena, CA
Utilities
• Scheduling Support Services for Headquarters Upgrades, SMUD – Sacramento, CA • Schedule Development and Support Services, Southern California Edison – Various, Southern CA
Healthcare
• Scheduling Support Services for Renovation of New Enhanced Treatment Units, CA Dept. of State Hospitals –Statewide, CA
• CA DGS Mental Health Facilities, Various Projects, Southern CA, Schedule Development & Support Services
• New Marion and John E. Anderson Pavilion Patient Tower, Children’s Hospital of Los Angeles – Los Angeles, CA
• Helford Hospital Inpatient Expansion/New Tower, City of Hope – Duarte, CA • New Pavilion III and Enabling Renovation Projects, HonorHealth Deer Valley Medical Center – Phoenix, AZ
• New Bldg. 40 Research and Veterinary Medical Unit Facility Redesign, VA Medical Center – San Francisco, CA
• Planning, Risk Register, and Schedule Development for Medical Surgical Ward Renovation, VA Medical Center – Las Vegas, NV
• Planning and Schedule Development for New Environmental Controls/Monitoring System, VA Medical Center – Las Vegas, NV
• Planning, Risk Register, and Schedule Development for Renovations to 11 Buildings, VA West Los Angeles – Los Angeles, CA
Higher Education
• Deferred Maintenance Program, UC Berkeley – Berkeley, CA • Planning and Schedule Development for Lothian Hall Loading Dock Improvements, UC Riverside – Riverside, CA
EDUCATION
• B.S., Construction Management,
Engineering Technology, California
Polytechnic State University, Pomona
REGISTRATIONS / CERTIFICATIONS
• LEED Accredited Professional, Building
Design and Construction, U.S. Green
Building Council
YEARS OF EXPERIENCE
• 22
cumming-group.com 35 City of Salinas | RFQ Response
Nick Mata, CPE
Cost Manager
Nick serves as Regional Director for Cumming Group and has more than 22 years of cost estimating experience within the construction industry. With a diverse portfolio of project experience, Nick’s work has included services for K-12, higher education, science and technology, healthcare, civic, and other markets in California. He is skilled in leading cost teams through milestone estimating, value engineering analysis, change order evaluation, and estimate reconciliation for projects across all sectors.
He is skilled in providing services for capital programs, master plans, facility studies, renovations, new construction, and modernizations.
REPRESENTATIVE EXPERIENCE
Oyster Point San Francisco– San Francisco, CA
Nick performed quality control and quality review for all cost and estimating products for this 41-acre development project. The project’s scope included new streets and utilities, public parks, and infrastructure.
Google Terra Firma – Mountain View, CA
Nick provided production, oversight, and quality review for generation of a master plan and preconstruction estimating services for this project of five campuses, associated buildings, and infrastructure in Mountain View. Infrastructure components included street reconstruction, pedestrian and bike bridges, highway exit street development, tunneling, traffic signalization, street wet and dry utilities, etc.
One Carmel Subdivision – Carmel, CA
Nick performed quality control and quality review for this 81-acre land development project that includes design and construction of new streets and utilities, public parks and infrastructure.
Facilities Master Plan, Sonoma County Junior College District - Santa Rosa, CA Cumming Group has provided a comprehensive review of each of the District’s existing teaching sites for new and renovated building programs. The review includes five total sites and approximately 70 total existing buildings. Nick’s work included reviewing design information, preparing flexible cost models, performing detailed quantity analysis, and creating cost estimates for all direct and indirect construction costs.
Master Plan Support Services, Pleasanton Unified School District - Pleasanton, CA Nick played a key role on the Cumming Group team that provided cost, cash flow scheduling, and due diligence support for District staff and their architect as they developed a new K-12 master plan.
Other Representative Municipal Clients
• City and County of San Francisco
• City of Alameda
• City of Berkley
• City of Cupertino
• City of Lompoc
• City of Menlo Park
• City of Monterey
• City of Palo Alto
• City of San Jose
• City and County of Santa Clara
• City of Sunnyvale
• City of San Mateo
EDUCATION
• B.S., Civil Engineering, University of
California, Berkeley
REGISTRATIONS / CERTIFICATIONS
• Certified Professional Estimator,
No. 1.4-000109-0715, American Society
of Professional Estimators
YEARS OF EXPERIENCE
• 22
cumming-group.com 36 City of Salinas | RFQ Response
Christine E. Marez, LEED AP, ENV SP, CIG, EIT
Sustainability Lead
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 is a LEED AP and ENV SP with extensive experience developing and managing projects in the public and private sectors, including decarbonization, sustainability and climate solutions, renewable energy, and battery storage strategies. Christine has more than 30 years of experience managing large capital construction programs, and 11 years of experience in electric utility design and construction.
REPRESENTATIVE EXPERIENCE
Climate Action Plan, City of Oakley – Oakley, CA
Christine is leading the development of a Climate Action Plan for the City of Oakley, CA. The scope of work includes an existing conditions assessment, greenhouse gas emissions inventories and scenario projections, a climate vulnerability and risk assessment, and a final plan to be completed and adopted by the City in April 2025.
Climate Element, City of Tumwater – Tumwater, WA
Christine is leading the development of a Climate Element for the City of Tumwater.
Under state regulation, Tumwater is required to develop a Climate Element as part of its comprehensive plan updates, including a climate mitigation sub-element and a climate resilience sub-element.
Solar Photovoltaic Project Services, City of Grants Pass – Grants Pass, OR Christine leads the Cumming Group team providing solar feasibility studies for the City of Grants Pass at three sites. Services include feasibility studies covering economic performance, environmental resiliency, sustainability, and social benefits of the potential installation of large solar fields at all three locations.
Sustainability, Climate, and Energy Master Plan, City of Ellensburg – Ellensburg, WA Christine oversaw the development of a Sustainability and Climate Action Plan for the City of Ellensburg that incorporates operations, community resources, and planning criteria for capital improvement projects. Cumming Group recommended policy options for achieving local goals with specific actions that meet energy system and building-code compliance targets. Work included developing a robust public participation program that helped the City to gauge and incorporate community priorities in the planning process.
Climate Action Plan, City of Oxnard – Oxnard, CA
Christine leads Cumming’s team of professionals in the update of the City of Oxnard’s 2020 Climate Action Plan (CAP). Work includes tracking and reviewing Greenhouse Gas (GHG) emission inventory development, data management, GHG emissions quantification, reporting, and verification. The Cumming Group team is helping the City develop clear targets, goals, strategies, and actions to enable it to achieve or exceed its GHG reduction goals while addressing climate adaptation, resilience, risks, and vulnerabilities.
Paseo Adelanto Net Zero Project, Jamboree Housing – San Juan Capistrano, CA Christine led the team providing net-zero emissions advisory services to Jamboree Housing for the Paseo Adelanto City Hall renovation and affordable housing project in San Juan Capistrano. Cumming Group engineers provided life-cycle cost analysis; energy modeling; project management; design review at conceptual, detailed design, and construction documents; and overall net-zero emissions advisory services.
EDUCATION
• B.S., Electrical Engineering, California
State University, Los Angeles
REGISTRATIONS / CERTIFICATIONS
• Leadership in Energy and
Environmental Design (LEED)
Accredited Professional
• Certified Inspector General (CIG)
• Envision Sustainability Professional
(ENV SP)
• ISO 20121 Implementation Lead
• GBAC™ Star Accreditation Certified
(Global Biorisk Advisory Council)
AFFILIATIONS
• USGBC California, Vice Chair Board of
Directors
• Society of Hispanic Professional
Engineers (SHPE)
• Construction Management Association
of America (CMAA)
PUBLICATIONS / PRESENTATIONS
• Yale University Sustainability:
Mechanical Systems Usage &
Economics
YEARS OF EXPERIENCE
• 30
cumming-group.com 37 City of Salinas | RFQ Response
Section 3
Fee Structure
Section 3. Fee Structure
A comprehensive fee schedule, including hourly rates for all positions and classifications of individuals that may be involved.
Proposed Hourly Rates
Construction/Project Management and Constructability Review Services
DISCIPLINE HOURLY RATE
Managing Principal / Vice President $275.00
Project Director / Senior Director $265.00
Director $250.00
Senior Project Manager / Associate Director $225.00
Project/Design Manager $185.00
Assistant Project Manager $165.00
Project Engineer $145.00
Project Coordinator / Intern $125.00
Administration / Clerk $95.00
Cost Management and Scheduling Services
DISCIPLINE HOURLY RATE
Managing Principal / Vice President $275.00
Managing Director / Director / Regional Director $265.00 Associate Director $250.00
Senior Cost Manager $220.00
Cost Manager $195.00
Assistant Cost Manager / Estimating Technician / Intern $135.00 One year after the effective date of the Agreement, and annually thereafter, rates will increase by the greater of (i) the change in percentage during the prior twelve (12) month period in the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), or (ii) five percent (5%).
cumming-group.com 39 City of Salinas | RFQ Response
A sample billing invoice.
Sample Invoice
Invoice Total $24.00
INVOICE
Client Information April 15, 2024
Project No:
Invoice No:
Project 19-00000.00
Profit Center 010:CMA:LOS
On-Call Benchmarking Services
Professional Services from March 01, 2024 to March 31, 2024 Task 01 CO9 On Call Benchmarking
Professional Personnel
Hours Rate Amount
1.00 1.00 1.00
23.00 1.00 23.00
Vice President (CM)
Associate Director (CM)
Totals 24.00 24.00
Total Labor 24.00
Billing Limits Current Prior To-Date
Total Billings 24.00 0.00 24.00
Limit
Remaining
$24.00
35,000.00
Total this Task
Invoice Total $24.00
34,975.00
cumming-group.com 40 City of Salinas | RFQ Response
Project 19-00000.00 On-Call Benchmarking Services Invoice CUMMING Invoice Dated 4/15/2024 2:04:26 PM
Billing Backup Wednesday, April 3, 2024
Project 19-00000.00 On-Call Benchmarking Services
Task 01 On Call Estimating
Professional Personnel
Hours Rate Amount
Vice President (CM)
100024 3/21/2024 1.00 1.00 1.00
Associate Director (CM)
101789 3/24/2024 23.00 1.00 23.00
Totals 24.00 24.00
Total Labor 24.00
Total this Task 24.00
Total this Project $24.00
Total this Report $24.00
cumming-group.com 41 City of Salinas | RFQ Response
Section 4
General Contract
Requirements
Section 4. General Contract Requirements
A brief statement or certificate of insurance from an acceptable insurance company setting forth that insurance coverage as required in the attached sample contract, at a minimum, will be available at the time of commencement of the project. The City reserves the right to request additional insurance coverages and amounts through the final Agreement negotiated between the City and consultant selected.
Proof of Insurability
Cumming Group is able to comply with the City's insurance requirements, as described in Exhibit A of the Agreement for Professional Services Template. A sample certificate of evidence of coverage is provided below.
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
INSURER(S) AFFORDING COVERAGE
INSURER F :
INSURER E :
INSURER D :
INSURER C :
INSURER B :
INSURER A :
NAIC #
NAME:
CONTACT
(A/C, No):
FAX
E-MAIL
ADDRESS:
PRODUCER
(A/C, No, Ext):
PHONE
INSURED
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $
$
$
$ PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)
COMBINED SINGLE LIMIT
AUTOS ONLY
AUTOS ONLY AUTOS
NON-OWNED
OWNED SCHEDULED
ANY AUTO
AUTOMOBILE LIABILITY
Y / N
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under
ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER
OTH- STATUTEPER
(MM/DD/YYYY) LIMITS POLICY EXP (MM/DD/YYYY)
POLICY EFF LTR TYPE OF INSURANCE POLICY NUMBER INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
EXCESS LIAB
UMBRELLA LIAB EACH OCCURRENCE $
AGGREGATE $
$
OCCUR
CLAIMS-MADE
DED RETENTION $
PRODUCTS - COMP/OP AGG $
GENERAL AGGREGATE $
PERSONAL & ADV INJURY $
MED EXP (Any one person) $
EACH OCCURRENCE $
DAMAGE TO RENTED
PREMISES (Ea occurrence) $
COMMERCIAL GENERAL LIABILITY
CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:
POLICY PROJECT LOC
CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
CANCELLATION
AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED
AUTOS ONLY
4/29/2024
Marsh & McLennan Agency LLC
Marsh & McLennan Ins. Agency LLC
1 Polaris Way #300
Aliso Viejo CA 92656
Katie McCoy
[email protected]
License#: 0H18131 The Continental Insurance Company 35289 CUMMIGROUP Berkshire Hathaway Specialty Ins Co 22276 Cumming Management Group, Inc. 25220 Hancock Avenue
Suite 440
Murrieta CA 92562
1148315930
A X 1,000,000
X 1,000,000
15,000
1,000,000
2,000,000
X
Y N 6056835935 12/31/2023 12/31/2024
2,000,000
A 1,000,000
X
X X
N N 6056835949 12/31/2023 12/31/2024
A X X N N 6020879487 12/31/2023 12/31/2024 5,000,000
5,000,000
X 5,000
A
A X
N
Y 6056835952
6056835966 12/31/2023
12/31/2023
12/31/2024
12/31/2024 1,000,000
1,000,000
1,000,000
B Professional E&O
Retro 11/07/2006 N N 47EPP31356504 12/31/2023 12/31/2024 Per ClaimPolicy Aggregate Retention $3,000,000
$3,000,000
$250,000
RE: Cumming Management Group Inc, Will Provide for Project Management, Environmental Services, Construction Management, and Inspection Services for Multiple Public Facilities Improvement Projects. The City of Salinas, its officers, officials, employees, and volunteers are named as Additional Insured on General Liability, per the attached endorsement CNA75079XX (10-16). General Liability Insurance is Primary and Non-Contributory, per the attached endorsement CNA74879XX (1-15). Waiver of Subrogation applies on Workers Compensation, per the attached endorsement G-19160-B.
City of Salinas, Community Development Department
65 West Alisal Street
Salinas, CA 93901
cumming-group.com 43 City of Salinas | RFQ Response
A brief statement that the proposer concurs with the provisions of the City’s standard contract as attached to the RFQ. Under certain circumstances, and subject to the discretion of the City, some provisions of the contract may be modified upon final contract negotiations with the selected consultant.
Concurrence With Contract Provisions
Cumming Group is proposing the following additions and modifications to the contract language for consideration by the City of Salinas. However, we understand/accept any decision by the City to accept or reject Cumming Group’s proposed modifications.
Proposed Additions
12. Mutual Waiver of Consequential Damages. Notwithstanding any other provisions of this Agreement, and to the fullest extent permitted by law, neither the City nor Consultant shall be liable to the other party for any incidental, special, indirect or other consequential damages incurred due to the fault of either party, regardless of the nature of the fault or whether it was committed by City or Consultant, or their employees, subconsultants, or subcontractors. Consequential damages include, without limitation, liability for the loss of use of the Project, loss of profits, loss of production, loss of goodwill, or business interruption, however the same may be caused.
13. Aggregate Limit of Liability. Notwithstanding any other provision of this Agreement, in no event will the Consultant’s aggregate liability arising out of this Agreement exceed the amount of the proceeds received from those insurance coverages specified to be maintained by Consultant hereunder, regardless of whether the theory of liability or cause of action is based on contract, tort, warranty, indemnity, strict liability, or otherwise.
36. Miscellaneous.
(A) City acknowledges and agrees that Consultant shall neither have control over nor be responsible for maintaining safe conditions or enforcing or coordinating safety programs, and Consultant shall not have control over or be responsible for construction means, methods, techniques, sequences or procedures employed by any contractor involved with the Project. (B) City acknowledges that the Consultant has no control over the cost of labor, materials, or equipment, over any contractor’s methods of determining bid prices, or over competitive bidding, market, or negotiating conditions. Accordingly, Consultant cannot and does not warrant or represent that bids or negotiated prices will not vary from the Project budget proposed, established or approved by the City, or from any cost estimate or evaluation prepared by Consultant. (C) Consultant has not been engaged to perform any services which constitute the practice of architecture and engineering. (D) City acknowledges and agrees that the Consultant shall have no responsibility for the discovery, presence, handling, removal or disposal of or exposure of persons to hazardous materials in any form at the Project site, included but not limited to asbestos, asbestos, products, polychlorinated biphenyl (PCB) or other toxic substances.
Proposed Modification
16. Termination.
(A) City shall have the authority to terminate this Agreement, upon ten thirty days written notice to Consultant, as follows:
cumming-group.com 44 City of Salinas | RFQ Response
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
cumming-group.com 45 City of Salinas | RFQ Response
Form: Professional Services Agreement v. October 2023 Page 1 of 20 Denise Duffy & Associates, Inc.
June 2024
MASTER SERVICE AGREEMENT
FOR PROFESSIONAL SERVICES
BETWEEN
THE CITY OF SALINAS AND DENISE
DUFFY & ASSOCIATES, INC.
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Form: Professional Services Agreement v. October 2023 Page 2 of 20 Denise Duffy & Associates, 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 20 Denise Duffy & Associates, 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 20 Denise Duffy & Associates, Inc.
June 2024
MASTER SERVICES AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN THE CITY OF SALINAS AND DENISE DUFFY & ASSOCIATES, 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 Denise Duffy & Associates, 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 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 20 Denise Duffy & Associates, 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 20 Denise Duffy & Associates, 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.
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Form: Professional Services Agreement v. October 2023 Page 7 of 20 Denise Duffy & Associates, 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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Form: Professional Services Agreement v. October 2023 Page 8 of 20 Denise Duffy & Associates, Inc.
June 2024
(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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Form: Professional Services Agreement v. October 2023 Page 9 of 20 Denise Duffy & Associates, Inc.
June 2024
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:
Denise Duffy, Principal
Denise Duffy & Associates, Inc.
947 Cass St., Suite 5
Monterey, CA 93940
(831) 373-4341x13
[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: Denise Duffy
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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Statement of Qualifica�ons
for Project Management, Environmental
Services, Construc�on Management,
and Inspec�on Services for Mul�ple
Public Facili�es Improvement Projects
City of Salinas
May 10, 2024
Denise Duffy & Associates, Inc.
Main Office
947 Cass Street, Suite 5
Monterey, CA 93940
(831) 373-4341
[email protected]
www.ddaplanning.com
Table of Contents i Denise Duffy & Associates, Inc.
RFQ – City of Salinas Environmental Services May 2024
Table of Contents
Cover Letter
A. Firm Qualifications.................................................................................................................. A-1 B. Experience and References .................................................................................................... B-1 Appendix A – Resumes
Denise Duffy & Associates, Inc.
PLANNING AND ENVIRONMENTAL CONSULTING
Denise Duffy & Associates, Inc ▪ 947 Cass Street, Suite 5 ▪ Monterey, CA 93940 ▪ (831) 373-4341 Date: May 9, 2024
To: CITY OF SALINAS, Community Development Department
ATTN: Francisco Brambila, Acting Housing Planning Manager 65 West Alisal Street
Salinas, CA 93901
From: Denise Duffy, DD&A
Subject: Statement of Qualifications for Project Management, Environmental Services, Construction Management, and Inspection Services for Multiple Public Facilities Improvement Projects Dear Francisco Brambila,
Denise Duffy & Associates, Inc. (DD&A) is pleased to provide the enclosed Statement of Qualifications (SOQ) for project management, environmental services, construction management, and inspection services for multiple public facilities improvement projects. DD&A prepared this SOQ in response to the Request for Qualifications (RFQ) issued by the City of Salinas (City) on April 19, 2024, and the addendum issued by the City on April 26, 2024. DD&A is responding specifically to “Focus Area 2 – Environmental Services.” The SOQ provided includes the information requested in the City’s RFQ, including our firm’s qualifications, experience, and references, fee structure, and a statement of compliance with City requirements. DD&A will perform the services and adhere to the requirements described in the City’s RFQ and addendum.
DD&A provides on-call environmental services to numerous public and private entities throughout the state. In addition, the DD&A Team has provided planning and various services for similar projects in the local region. DD&A is available as needed for all environmental services tasks in the City’s RFQ.
If you have any questions about any of the content or wish to discuss our qualifications, please do not hesitate to contact me at (831) 373-4341x13 or via e-mail at [email protected]. Thank you for considering DD&A, and we look forward to providing environmental consulting services for your projects.
Sincerely,
Denise Duffy, Principal
Denise Duffy & Associates, Inc
947 Cass St., Suite 5
Monterey, CA 93940
Firm Experience & Qualifications A-1 Denise Duffy & Associates, Inc.
RFQ – City of Salinas Environmental Services May 2024
Firm Qualifications
Denise Duffy & Associates, Inc. (“DD&A”) has prepared this section of our proposal to describe our experience and qualifications to provide on-call services to the City of Salinas (“City”). The contents of this section are based on the specific information requested in the City’s Request for Qualifications (“RFQ”).
FIRM PROFILE
Organization Type
Planning & Environmental
Consulting
Established
1983
Firm Locations
Monterey, Santa Barbara, San
Jose
Work will be performed from the
Monterey location.
Size
21 Members
1 Principal-in-Charge
10 Environmental Scientists
8 Planners
2 Administrative Staff
Contact
Denise Duffy
947 Cass Street, Suite 5
Monterey, CA 93940
831-373-4341 ext. 13
[email protected]
DD&A is an award-winning, State of California-certified Small and Woman-owned business. We have been known as one of the
most respected planning and environmental consulting firms on the California central coast for over three decades. Each of our practice areas is highly regarded and our senior staff are recognized for their commitment to our clients’ projects.
Throughout our 40+ year history, we have played a prominent role in developing how planning and environmental services are practiced on the California coast.
DD&A offers planning, natural resource, and environmental consulting services for local, regional, state, and federal agencies, in addition to private landowners and utility providers. We specialize in preparing California Environmental Quality Act (“CEQA”) and National Environmental Policy Act (“NEPA”) documentation, as well as providing regulatory permit
acquisition, mitigation monitoring and reporting/condition compliance, and public outreach services. DD&A’s Natural Resources Division consists of a multi-disciplinary team of scientists that provide expert biological and ecosystem analysis, restoration and conservation services, and biological monitoring for all phases of construction.
DD&A’s staff of environmental professionals include individuals with a multitude of specialties. Our in-house specialists include planners, an attorney, regulatory compliance specialists, botanists, wildlife biologists, a certified arborist, wetland specialists, air quality experts, GIS and graphics specialists, and a certified drone pilot. This diverse combination of technical disciplines creates a unique team of experts that work
collaboratively to anticipate and address critical project issues.
DD&A is an incorporated firm (S-Corporation) under California State law. DD&A’s certifications include:
State Woman-Owned Business Enterprise: #13824
State Small (Micro) Business: #20855
California Public Utilities Commission Supplier Clearinghouse Women Business Enterprise Firm Experience & Qualifications A-2 Denise Duffy & Associates, Inc.
RFQ – City of Salinas Environmental Services May 2024
DD&A SERVICES
The following provides a summary of DD&A’s services.
CEQA & NEPA COMPLIANCE
DD&A specializes in the preparation of environmental
documentation in accordance with the requirements of
CEQA and NEPA. DD&A staff capitalize on a variety of
technical backgrounds and specialties to develop legally defensible environmental documents in accordance with the latest regulatory requirements and applicable case law.
DD&A has a history of preparing multifaceted environmental documents that evaluate the direct, indirect, and cumulative effects of a proposed project. As part of preparing
environmental documents, DD&A staff regularly coordinate and solicit input on the scope of the analysis from agency personnel and regulators to ensure technical analyses adequately address areas of potential concerns within the purview of those agencies. DD&A has substantial experience preparing all levels of environmental documentation, including, the following:
Categorical Exemptions
Categorical Exclusions
Initial Studies (“IS”)
Environmental Assessments (“EA”)
Negative Declarations/Mitigated Negative
Declarations (“ND/MND”)
Finding of No Significant Impacts (“FONSI”)
Environmental Impact Reports (“EIR”)
Environmental Impact Statements (“EIS”)
Joint CEQA/NEPA Documents
Mitigation Monitoring and Reporting Programs
(“MMRP”)
Statement of Overriding Considerations
CEQA Findings of Fact
Public Noticing
PUBLIC OUTREACH & COMMUNITY ENGAGEMENT
DD&A is experienced at providing outreach efforts throughout the course of the planning and environmental review process. This includes working with clients to identify key stakeholders and develop strategies to ensure stakeholder involvement.
Stakeholders may include regulatory agencies, non-governmental organizations, special interest groups, local landowners, and the general public. DD&A also regularly facilitates public scoping meetings as part of the planning and environmental review processes. DD&A public outreach and community engagement efforts may include any of the following:
Stakeholder Identification
Community Outreach Plans
Agency Coordination
Developing/Maintaining mailing lists
Preparation and Distribution of Newsletters
Public Meetings/Workshops (e.g., town hall
meetings, site/field visits, etc.)
Online Outreach (e.g., website publishing)
Firm Experience & Qualifications A-3 Denise Duffy & Associates, Inc.
RFQ – City of Salinas Environmental Services May 2024
NATURAL RESOURCES
DD&A’s Natural Resources Division (“NRD”) is a
multidisciplinary team of scientists who provide a full range of biological and ecosystem analysis services. DD&A’s NRD has expertise in ecology, botany, wildlife biology, forestry and arboriculture, wetlands and hydrology, restoration
ecology, and erosion/sediment control. NRD staff are skilled in providing a balance between environmental and
economic objectives by applying their experience and
expertise to help clients achieve their respective objectives while protecting sensitive resources. Services include:
Biological Investigations and Mapping
Biological Resources Reports in satisfaction
of CEQA and NEPA Requirements
Natural Environment Studies (Caltrans)
Biological Assessments (“BA”) for Section 7
Consultation
Habitat Conservation Plans (“HCP”) for
Section 10 Consultation
Focused Botanical and Rare Plant Surveys
Special-Status Wildlife Surveys
Arborist Surveys/Forest Management Plans
Restoration Planning, Design, and
Implementation
Natural Community Conservation Plans
Wetland Delineations and Assessments
REGULATORY COMPLIANCE, LAND USE ENTITLEMENTS, AND LAND USE PLANNING DD&A has a comprehensive understanding of local, regional, state, and federal regulations - this is essential to ensuring compliance with applicable regulatory requirements. DD&A assists clients with permit acquisition from a variety of regulatory agencies. DD&A also has experience providing compliance with applicable regulatory permit conditions and related mitigation measures. DD&A regularly provides a variety of planning and environmental services as part of regulatory compliance services. DD&A has established
professional relationships with regulatory agency staff, and regularly coordinates with applicable regulatory agencies early-on in the planning process to ensure all permitting requirements are met, critical permitting pathways are identified, and projects are completed as scheduled. Applicable services include:
Regulatory Permit Acquisition
Existing Conditions Inventory/Assessment
Constraints Analysis
Mitigation Design and Implementation
Mitigation Monitoring
Condition Compliance
Biological Monitoring and Compliance,
Including Construction Monitoring
Recreation Planning
Trail Management Plans
Feasibility Analyses
Contract Planning Services
Project Management/Project Coordination
General Plan, Master Plan, and Specific Plan
Preparation
Firm Experience & Qualifications A-4 Denise Duffy & Associates, Inc.
RFQ – City of Salinas Environmental Services May 2024
GRAPHICS
DD&A prepares high-quality graphics in support of environmental documentation, public outreach, and presentations for meetings. Services include:
High-quality maps using ArcGIS software.
Visual Simulations
High-resolution, geo-referenced aerial imagery
to produce:
• Orthomosaic (High-Resolution RGB) Imagery
• Multispectral Imagery
• 3-Dimensional Modeling
• Raw Elevation Values (DEM)
• Normalized Difference Vegetation Index
(NVDI) Imagery
• Near Infrared (NIR) Imagery
• Point Clouds
STAFF QUALIFICATION AND EXPERIENCE
DD&A understands the City is seeking qualified consultants to provide on-call environmental services, including but not limited to, project site surveys, CEQA/NEPA determinations, preparation of environmental assessment and impact reports, preparing and/or providing oversight of technical studies, regulatory agency permitting, consultations, and on-site monitoring. DD&A has significant experience preparing CEQA and NEPA-compliant environmental documentation, and regularly coordinates the distribution of environmental documents for public review and public notification advertisements when required. DD&A’s NRD also has a wealth of experience providing Protocol-level Special-Status Species Surveys, Wetland Delineations (pursuant to both federal and state regulations), Habitat Assessments, Biological Assessments, and Regulatory Agency Permitting services for municipal and private sector clients.
DD&A’s consultant team comprises experienced and educated professionals, ready to provide high-quality services for City projects. DD&A Senior Project Managers all have an educational background in environmental science, urban and regional planning, and/or environmental planning. Additionally, DD&A Senior Project Managers all have at least 19 years of experience working for DD&A and have managed a broad array of project types, including projects involving transportation facilities, capital improvements, natural resource evaluations, restoration and conservation, improvement and expansion of infrastructure, land use master plans, regional studies and facility plans, and water supply and distribution facilities.
Further, DD&A staff participate in on-going continuing education as part of maintaining professional licenses and certifications, regularly attend and present at conferences and workshops, and routinely participate in forums related to key topical issues and changes in regulatory requirements. DD&A’s main office is located in Monterey, California, and can easily travel to the City on an as-needed basis to attend Firm Experience & Qualifications A-5 Denise Duffy & Associates, Inc.
RFQ – City of Salinas Environmental Services May 2024
project meetings and hearings. DD&A is also able to attend these meetings remotely. DD&A is able to work outside regular business hours, including attendance at evening public meetings on an as-needed basis.
DD&A has extensive experience providing environmental on-call services in accordance with the requirements of CEQA, NEPA, and other land use regulations. DD&A currently provides planning expertise to local jurisdictions on environmental documentation and preparation, including preparation of CEQA findings, staff reports, notices, and resolutions. Our on-call experience includes contracts with the City of Monterey, City of Carmel-by-the-Sea, County of Monterey, Marina Coast Water District, City of Del Rey Oaks, City of San Jose, and numerous other public agencies.
DD&A understands that securing permits and entitlements for complex projects is often a major challenge to successful completion of a project. DD&A staff are extremely knowledgeable of the permitting processes for various local, state, and federal-level regulatory agencies and have experience completing and submitting applications for a variety of regulatory permits. Agencies and permits that DD&A has experience with include ACOE Section 404 Permit Application, CDFW Streambed Alteration Agreements and Endangered Species permits, CCRWQCB 401 Certification and Water Discharge Requirements, USFWS and NOAA/NMFS ESA Section 7 & 10 and Incidental Take Permits, and SWRCB National Pollutant Discharge Elimination System (NPDES) permits.
SUBCONSULTANTS
DD&A regularly works with a range of trusted subconsultants to offer a diversity of supplemental services to support our environmental documentation. These subconsultants include professionals capable of preparing Phase I and II Environmental Site Assessments, Cultural Resources Survey Reports (Albion), Noise Studies (Ambient), Air Quality Studies (Ambient), Transportation Studies (Hexagon), and Hazards and Hazardous Materials Studies (Cornerstone). Biographies for qualified consultants providing technical analysis are provided below.
Albion is a USDOT Certified Disadvantaged Business Enterprise (DBE) through the Santa Clara Valley Transportation Authority (CUCP 50805), a California Certified Micro/Small Business, and a certified Women Business Enterprise (WBE) through the Supplier Clearinghouse for the Utility Supplier Diversity Program of the California Public Utilities Commission (VON 22000095). Albion has grown over the past two decades from a core group of three senior scientists to a firm of 25+ resource inventories and assessments, impact analyses and mitigation planning, data recovery, construction monitoring, reporting, public interpretation, and compliance monitoring, along with Native American and Stakeholder consultation. With offices in San Luis Obispo and Santa Cruz, we enjoy working closely with clients to provide high-quality and cost-effective strategies for cultural resource management and technical analyses. Albion has conducted environmental services throughout California including Monterey County.
AMBIENT Air Quality & Noise Consulting has over 30 years of experience related to the assessment of air quality, greenhouse gas, energy use, environmental noise, and groundborne vibration impacts. AMBIENT Air Quality & Noise Consulting maintains a working knowledge of federal, state, and local regulatory requirements, including those required by the Federal Transit Administration, Federal Highway Administration, and the California Department of Transportation. AMBIENT Air Quality & Noise Consulting provides a broad range of services, with particular emphasis on providing analytical support and documentation for projects subject to CEQA and NEPA requirements. Additional services include regulatory and code compliance Firm Experience & Qualifications A-6 Denise Duffy & Associates, Inc.
RFQ – City of Salinas Environmental Services May 2024
investigations, emissions modeling, barrier feasibility analyses, ambient noise and vibration monitoring, and land use compatibility determinations.
Hexagon Transportation Consultants, Inc. has provided
professional traffic and transportation engineering services since 1998 in many San Francisco Bay area cities. Hexagon has three California offices located in San Jose, Gilroy, and Pleasanton. Hexagon provides experience in many areas of professional transportation engineering including traffic impact analysis, travel demand modeling, traffic signal design, roadways geometric design and intermodal service planning. Hexagon has a proud record of customer satisfaction and accountability throughout the firm’s twenty-five-year history.
Cornerstone Earth Group, Inc. integrates geotechnical
engineering, engineering geology, environmental services, and construction services into a single, client-focused team to facilitate cost-effective site selection, project design, and site development. Founded in March 2007, Cornerstone is a California corporation with offices in Sunnyvale and Lafayette. Their staff of approximately 55 employees include registered civil and geotechnical engineers, registered geologists, certified engineering geologists, certified hydrogeologists, staff engineers, staff geologists, engineering technicians and administrative personnel.
Cornerstone’s expertise spans a diverse range of market sectors including public works, commercial, high tech, biotech, industrial, education, and residential projects. Their clients benefit from value-added geotechnical engineering and environmental consulting services in the early stages of their projects as it reduces chances of encountering costly obstacles during design, development, and construction.
KEY PERSONNEL QUALIFICATIONS
DD&A has the requisite staff experience to provide the City with the on-call environmental services identified in this RFQ. DD&A’s Principal-in-Charge, Denise Duffy, will be available to provide expert guidance. Leianne Humble, Senior Project Manager, would be the overall Project Manager and the Principal Contact for the City. The following table highlights the education, experience, and certifications of Ms. Duffy and Ms. Humble, the Principal Contact. Project managers and support staff for individual projects would be assigned depending on project location, scope of services, availability, staff expertise, and other considerations. All DD&A staff assigned to work on City projects would be amply experienced and fully trained in their assigned tasks. DD&A’s robust staff would allow us to provide personnel to the City for projects throughout the full three-year period of the contract.
Resumes highlighting the education, experience, and certifications for all DD&A and subcontracted personnel that may be assigned to future projects under this on-call contract are provided in Appendix A.
The following organizational chart shows DD&A’s management structure with respect to senior, associate, and assistant personnel for this on-call contract.
CITY OF SALINAS
DENISE DUFFY & ASSOCIATES, INC.
Environmental Planning and Consulting
Leianne Humble
Principal Contact
Senior Planner/Project Manager
Matt Johnson
Senior Environmental
Scientist/
Project Manager
Erin Harwayne,
AICP
Senior Planner/
Project Manager
Tyler Potter, J.D.,
AICP
Senior Planner/
Project Manager
Josh Harwayne
Natural Resources
Division Manager/Senior
Project Manager
Patric Krabacher
Deputy Project Manager/
Env. Scientist/Arborist
Oliviya Wise
Deputy Project Manager/
Associate Planner
Conor O’Toole
Deputy Project Manager/
Associate Planner
Robyn Simpson
Deputy Project Manager/
Associate Planner
John Wandke
Senior Environmental
Scientist
Jami Colley
Senior Environmental
Scientist
Liz Camilo
Associate Environmental
Scientist II
Erika Lougee
Associate Environmental
Scientist
Kim Ghardiri
Assistant Environmental
Scientist
Luke Hiserman
Assistant Planner
Mikaela Bogdan
Assistant Planner
Troy Lawson
Assistant Planner
Bibiana Carrazco
Assistant Environmental
Scientist
Denise Duffy
Principal-in-Charge
This organizational chart represents the assigned staff who would regularly be available to the City of Salinas to complete projects assigned per the RFQ. DD&A additional staff resources are available as needed to meet all needs of the City, and may be assigned depending on City requirements for schedule and projects requiring services.
Firm Experience and Qualifications B-1 Denise Duffy & Associates, Inc.
RFQ – City of Salinas Environmental Services May 2024
Experience and References
DD&A is pleased to provide the following examples of our representative project experience. Each project presented below has been chosen due to similarities in the scope of services and/or project types to the required services outlined in the City’s RFQ under Focus Area 2 – Environmental Services. References have been included for each representative project. Please note that these examples are not exhaustive and additional representative project experience can be provided upon request.
COUNTY OF MONTEREY CONTRACT PLANNING SERVICES
DD&A maintains an on-call contract with the County of Monterey to provide contract planning and environmental services. DD&A has processed over 40 land use applications for individual development projects in the Coastal and Inland Planning Areas. As part of this contract, DD&A processed a variety of land use applications, including coastal development permits, residential subdivisions, lot line adjustments, commercial subdivisions, combined development permits, Williamson Act projects, use permits, and other entitlements. DD&A provides application review for completeness as well as consistency with Monterey County Title 19 (Subdivision Ordinance), Title 20 (Coastal Implementation Plan), Title 21 (Inland Areas), and other County regulations as applicable. This experience includes processing applications for a variety of projects including oil facilities, lot line adjustments, installation of erosion control for private residences, agricultural processing facilities, County ordinances, and residential subdivisions. DD&A’s services have included review for each project working directly with County staff and coordinating with the applicant regarding project completeness. Additional services have included site visits, coordinating with other County Departments to solicit input/comments on applications, preparing project-level CEQA documentation, and preparing staff reports and related findings/resolutions.
Most recently as part of our on-call contract with the
County of Monterey, DD&A is currently providing services to the County Housing and Community Development
Department for the East Garrison Specific Plan
Amendment Project. The East Garrison Specific Plan was
originally approved in 2005 as the primary plan governing development of “Track Zero” on the Former Fort Ord. The approved East Garrison Specific Plan included a three (3)- phase development consisting of 1,470 residential units; a maximum 75,000 square feet (“sf”) of commercial space; open space and parks; reuse of historic buildings; and artistic uses. A fourth Town Center phase was anticipated to be developed in tandem with the other three (3) phases. Development of the East Garrison community was slowed due to economic issues associated with the recession in 2008 and other obstacles. To date Phase 1, the majority of Phase 2, and portions of Phase 3 of the development outlined in the East Garrison Specific Plan have been constructed.
The current East Garrison developer is seeking changes to the adopted East Garrison Specific Plan due to changes in market conditions and a shift in consumer spending away from in-person retail. The proposed revisions include changes to the approved unit types and locations, a 45,000-sf reduction in the maximum amount of proposed commercial space, and an overall 16-unit reduction of residential units. DD&A prepared a third addendum to the adopted Subsequent Environmental Impact Report (“SEIR”) for the East Garrison Project to analyze potential increased impacts as a result of the changes to the adopted Specific Plan. DD&A worked closely with County staff to ensure that the SEIR Addendum correctly captured the nuances of the proposed changes and potential impacts while working towards completion of all deliverables on an accelerated timeline. In addition, DD&A prepared the staff report, resolution, and other Firm Experience and Qualifications B-2 Denise Duffy & Associates, Inc.
RFQ – City of Salinas Environmental Services May 2024
attachments for public hearings at the County Planning Commission and Board of Supervisors. The project was recommended by the Planning Commission on April 10, 2024, and is due to be considered by the Board of Supervisors at the upcoming meeting on June 11, 2024.
Client: County of Monterey Housing and Community Development Address: 1441 Schilling Place, Salinas, CA 93901
Contact: Melanie Bere�, (831) 755-5285, Bere�[email protected] Contract Ac�ve? Yes
Work Dates: 2023-Present
SURF! BUS RAPID TRANSIT PROJECT
The Monterey-Salinas Transit (MST) District, through our contract with Kimley-Horn & Associates, retained DD&A to provide CEQA and NEPA environmental services for the MST SURF! Busway and Bus Rapid Transit Project. The MST SURF! Busway and Bus Rapid Transit Project consists of approximately six linear miles of roadway improvements between MST’s Marina Transit Exchange (northern terminus) in Marina, and Contra Costa Street and Orange Avenue in Sand City (ultimate southern terminus) in order to provide dedicated express busway service. The project is within the Transportation Agency of Monterey (TAMC) Monterey Branch Line rail corridor right of way (ROW) in Monterey County.
DD&A provided various deliverables for the project, including an evaluation of the project’s consistency with relevant local, regional, and state land use plans and policies, including applicable coastal plans. DD&A also conducted the necessary biological surveys and prepared the Biological Resources Assessment for the project.
Mitigation measures were identified to reduce potential impacts to natural resources and special-status species as well as comply with the Fort Ord Habitat Management Plan (HMP) and other related documents and incorporated into the EIR for the project. In addition, DD&A also provided NEPA compliant Environmental Justice analysis and Section 4(f) analysis to assess potential impacts to cultural and historic resources, air quality, and environmental justice (marginalized) communities. DD&A provided the biological evaluation to facilitate Section 7 compliance with the federal Endangered Species Act. DD&A is currently assisting MST in acquiring the final coastal development permits from the California Coastal Commission, City of Marina, and City of Sand City, and coordinating with local entities to locate appropriate mitigation sites and perform restoration requirements.
Client: Monterey-Salinas Transit
Contact: Lisa Rheinheimer, Assistant General Manager/Deputy Treasurer, (831) 264-5874, [email protected]
Contract Active? Yes
Work Dates: 2022-Present
MADISON STREET SEASONAL EMPLOYEE HOUSING
DD&A was contracted to provide environmental documentation for the Madison Street Seasonal Employee Housing project located just outside the City of Salinas in unincorporated Monterey County, and the County served as the CEQA Lead Agency for this project. The project proposed to construct residential facilities for seasonal agricultural workers allowed into the U.S. on temporary work visas. DD&A had previously provided Firm Experience and Qualifications B-3 Denise Duffy & Associates, Inc.
RFQ – City of Salinas Environmental Services May 2024
an IS/MND for the property for a previous project knowledge of specific site constraints, local land issues, and potential environmental impacts. The CEQA analysis examined the impacts posed by the new proposed development according to the most recent update of the CEQA checklist and identified mitigation to reduce the impacts to a less than significant level. Specific CEQA areas addressed in-depth within the IS/MND included
cultural/tribal resources, traffic, aesthetics, and hydrology. One of the major issues associated with the project was the potential increase in runoff, which could adversely affect existing drainage systems.
DD&A worked closely with the County of Monterey to produce the IS/MND, frequently communicating with staff to ensure that the IS/MND adequately addressed the potential environmental impacts related to the project. DD&A has a policy of closely communicating with the lead agency for each project in order to help streamline the environmental process and avoid errors/omissions in environmental documentation to avoid litigation.
Client: Avila Construc�on Company
Address: 12 Owens Way, Suite 200, Monterey, CA 93940
Contact: Jeffrey Nohr, (831) 917-5622, [email protected] Contract Ac�ve? Yes
Work Dates: 2017-Present
CALIFORNIA CENTRAL COAST VETERAN’S CEMETERY
Under contract to the State of California Department of General Services (DGS) and with the cooperation of the
California Department of Veterans Affairs (CalVet) and the U.S. Department of Veterans Affairs (USDVA), DD&A
prepared a combined Environmental Impact
Report/Environmental Assessment (EIR/EA) for Phase II
and buildout under the 2015 Master Plan for the Central Coast California Veterans Cemetery (CCCVC). The NEPA
component of this project was required due to federal
funding from USDVA. The EIR/EA addressed both CEQA and
NEPA requirements for the project and offered a detailed description of the overlaps and distinctions of the two environmental frameworks.
DD&A worked with DGS to perform public outreach services, conducting broad public noticing for the project, Native American tribal consultation, and facilitating several community workshops throughout the environmental process. DD&A prepared the supporting technical documentation to facilitate Section 7 consultation under the Federal Endangered Species Act and Section 106 consultation under the National Historic Preservation Act. DD&A assisted DGS with preparing responses to comments for the many comments received during the public review period for the Draft EIR/EA; the majority of the comments received on the Draft EIR/EA were supportive of the CCCVC project. DD&A prepared the Final EIR/EA and Mitigation Monitoring and Reporting Plan (MMRP) for the project, the Finding of No Significant Impact (FONSI) required for NEPA, and the Notice of Determination required by CEQA. The project was approved by DGS, acting as the CEQA lead agency, and also received approval from USDVA as NEPA lead agency.
DD&A provided on-site construction monitoring for Phase II of the CCCVC. No litigation was filed in opposition to the project.
Firm Experience and Qualifications B-4 Denise Duffy & Associates, Inc.
RFQ – City of Salinas Environmental Services May 2024
Client: Department of General Services
Address: 1143 Westridge Pkwy, Salinas, CA 93907
Contact: Terry Ash, (916) 376-3824, [email protected] Contract Ac�ve? No
Work Dates: 2020-2023
550 AND 644 PIERCY ROAD INDUSTRIAL DEVELOPMENTS
DD&A prepared the CEQA documentation for two adjacent industrial development projects located at 550 Piercy and 644 Piercy Road. Two separate project applications were proposed for Site Development Permits to allow the construction of industrial developments on the two sites. Both projects included common amenity areas, internal roadways, loading docks, parking, and access driveways. The exact uses of the proposed buildings on both sites were not yet determined but assumed to be industrial distribution, manufacturing, and/or research & development.
A Phase I Environmental Assessment (ESA) was completed
for each project site. These studies included property
history, site inspection and regulatory database search, and hazardous materials conditions. Soils at the project site were determined to show trace elements of naturally occurring asbestos (NOA). Preparation and
implementation of an Asbestos Dust Mitigation Plan (ADMP) for submittal to the BAAQMD was presented as mitigation to avoid impacts related to NOA.
Noise evaluations were completed for each project based on field measurements, the City’s noise and vibration standards set forth in the General Plan, and the Federal Highway Administration Roadway Construction Noise Model. A cumulative noise analysis was prepared to consider impacts from the simultaneous development of both Piercy projects.
Transportation analyses were completed for each project based on the CEQA metric of daily vehicle miles traveled (VMT). Traffic calming measures and other access improvements were identified in the IS/MNDs, based on consultation with City’s Department of Public Works, to avoid VMT impacts.
DD&A prepared a Final IS/MND for each project with formal responses to comments received. The comments questioned the analysis in the IS/MNDs, and the responses documented that none of the comments presented new information or presented substantial evidence supporting a fair argument that the project would result in significant unavoidable impacts requiring an EIR. The IS/MNDs were adopted and the projects approved in October and November 2023.
Client: Hines
Address: 101 California Street, Suite 1000, San Francisco, CA 94111 Contact: Jeff Bean, (415) 399-6283, [email protected] Contract Ac�ve? No
Work Dates: 2022-2023
Firm Experience and Qualifications B-5 Denise Duffy & Associates, Inc.
RFQ – City of Salinas Environmental Services May 2024
PURE WATER MONTEREY GROUNDWATER REPLENISHMENT PROJECT
DD&A provided CEQA compliance and permitting services for the Pure Water Monterey Groundwater Replenishment Project, including preparation of an EIR and Addenda, CEQA-Plus documentation, and mitigation monitoring and construction monitoring
services for Monterey One Water (M1W). The project
proposed to provide high quality replacement water for
existing urban supplies, and an enhanced agricultural
irrigation component that would increase the amount of
recycled water available to the existing Castroville
Seawater Intrusion Project in northern Monterey County.
The project includes an Advanced Water Purification
Facility, approximately five miles of pipeline, injection wells, and diversion facilities and water sources from
municipal wastewater, industrial wastewater, urban stormwater runoff, and surface water diversions.
In Salinas, DD&A was responsible for the biological and environmental monitoring during construction of the Blanco Drain Diversion Facilities (BDDF) BDDF consisted of a diversion pump wet well, intake box, and a 30-inch diameter inlet pipe. Construction monitoring at BDDF began July 12, 2017, and was completed on August 26, 2020.
DD&A continues to provide environmental compliance services and oversees coordination with the State Water Resources Control Board (SWRCB) Division of Financial Assistance and U.S. Environmental Protection Agency (EPA) staff related to the project’s compliance with relevant federal laws. DD&A is responsible for coordination of the federal and state permitting effort, working with key regulatory agencies. Of note, DD&A coordinated consultation between the U.S. EPA and U.S. Fish and Wildlife Service (USFWS) for Section 7 of the Endangered Species Act, and for the SWRCB to act as the federal lead for Section 106 of the National Historic Properties Act consultation. Additionally, DD&A also provided pre-construction biological survey and construction-phase monitoring services for the project.
Recently, the EIR and EIR Addenda collectively won the statewide award for Outstanding Environmental Analysis Document from the Association of Environmental Professionals (AEP). The AEP lauded the Pure Water Monterey/Groundwater Replenishment Project EIR as excelling "in its originality and approach in addressing and unprecedented breadth and depth of potential contaminants and compounds of emerging concern," and for having "laid the groundwork and sketched out the possibilities of what would ultimately become a model for the future of purified water projects." Client: Monterey One Water
Address: 5 Harris Ct, Monterey, CA 93940
Contact: Tom Kouretas, PE, (408) 529-3618, [email protected] Contract Ac�ve? Yes
Work Dates: 2017-present.
CITY OF DEL REY OAKS ON-CALL CONTRACT PLANNING & HOUSING ELEMENT UPDATE DD&A has served as the primary contract planner and environmental consultant for the City of Del Rey Oaks for over three decades. DD&A acts as an extension of staff for the planning department and City Manager’s office for the City of Del Rey Oaks. Over the course of our 25 years of service to the City, DD&A has been responsible for providing current and advanced planning-related services, as well as associated CEQA services, biological services, and project management services. DD&A has been responsible for providing contract planning services in connection with individual development applications, including Firm Experience and Qualifications B-6 Denise Duffy & Associates, Inc.
RFQ – City of Salinas Environmental Services May 2024
application completeness review, preparation of staff reports, and other related services. Specific tasks performed under this on-call contract include preparing a comprehensive General Plan Update, a Redevelopment Plan for the former Fort Ord area, and multiple updates to the Housing Element. DD&A has also provided CEQA-related services as part of this contract, including preparation of IS/MNDs for development projects and proposed public works projects. DD&A has provided permit processing, condition compliance, and mitigation monitoring services for the City for a variety of new developments, capital improvement, planning, and infrastructure projects. DD&A prepared the City’s 5th and 6th Cycle Housing Elements and recently completed the EIR for the Housing Element and General Plan Updates for the City.
DD&A acts as an extension of the City of Del Rey Oaks’ various departments and is closely involved in regular operations at City Hall. Challenges associated with this type of work include scheduling so that DD&A staff are available to the City of Del Rey Oaks on an as-needed basis. Other challenges have included facilitating discussion between leaders and State agency staff as part of the Housing Element update and facilitating public workshops and hearings regarding new City of Del Rey Oaks policies and ordinances.
DD&A has managed to successfully provide consulting services to the City of Del Rey Oaks throughout our professional history with the City. DD&A’s long-standing status as the City’s environmental and planning consultant has granted us an unparalleled level of familiarity with local codes, ordinances, and issues affecting the City. DD&A’s responsive and consistent staff allows for multiple project managers to be assigned to new projects issued by the City and ensures the City is able to meet their goals and deadlines according to schedule.
Client: City of Del Rey Oaks
Address: 650 Canyon Del Rey Blvd, Del Rey Oaks, CA 93940 Contact: John Guer�n, (831) 394-8511, jguer�[email protected] Contract Ac�ve? Yes
Work Dates: 1996-Present
STRADA VERDE INNOVATION PARK PROJECT
The County of San Benito selected DD&A to serve as the environmental consultant for the Strada Verde Innovation Park Project (“SVIP Project”). The SVIP Project site is located in unincorporated San Benito County on a site that the County previously considered as part of the El Rancho San Benito Specific Plan Project. Specifically, the SVIP Project is on an approximately 2,777-acre triangular site located 2.5 miles southeast of the US Highway 101 and SR 25 interchange. The SVIP Project consisted of an application for a General Plan Amendment, Specific Plan, and a Development Agreement to allow the creation of a new automotive research and development campus and business center. At maximum build-out, the project would have included approximately 6,688,260 square feet in both Industrial/Research & Development Areas (“Innovation Centers”) and Commercial Areas. The SVIP Project consisted of two phases, with Phase 1 consisting of the construction of an automotive testing area (i.e., Innovation Center 4) and a portion of the town center. Phase 1 would also have included construction of the emergency vehicle access road connecting the site with SR 25 and other associated infrastructure including roads, drainage channels, and utilities. Phase 2 would have consisted of the construction of the remaining portions of the SVIP Project, including Innovation Centers 1-3, the remaining portion of the town center, and the Pajaro River Park.
Phase 2 would also have included the construction of a right-in/right-out driveway to connect the SVIP Project to SR 25.
Firm Experience and Qualifications B-7 Denise Duffy & Associates, Inc.
RFQ – City of Salinas Environmental Services May 2024
DD&A worked with County RMA to prepare a combined programlevel EIR for the overall SVIP Project and a project-level document for development of Phase 1. DD&A drew upon our experience working closely with County RMA on previous projects, as well as our previous experience providing peer review of environmental and technical documentation for the El Rancho San Benito Specific Plan Project previously proposed for the site. DD&A’s approach to the SVIP Project also included assigning key staff at the senior, associate, and assistant levels to ensure adequate staffing to meet the overall schedule; clearly defining responsibilities between DD&A, the Applicant, County RMA, and other members of the project team; and incorporating a detailed quality assurance/quality control (“QA/QC”) process to assure accuracy of all project deliverables.
DD&A completed technical report reviews and a preliminary Administrative Draft EIR, as well as prepared and circulated a Notice of Preparation (“NOP”), prior to the project being put on hold in March 2023.
Client: County of San Benito
Address: 2301 Technology Parkway, Hollister CA 95023
Contact: Arielle Goodspeed, (831) 902-2547, [email protected] Contract Ac�ve? No
Work Dates: 2020-2023
Firm Experience and Qualifications B-8 Denise Duffy & Associates, Inc.
RFQ – City of Salinas Environmental Services May 2024
ADDITIONAL EXPERIENCE CHART
In addition to the key projects identified above, DD&A has further representative project experience relevant to the services requested in the City’s RFQ. The following chart details DD&A’s key experience as an on-call consultant, as well as on projects within the City of Salinas or Monterey County. DD&A can provide additional details on the representative project experience shown in the chart below upon request.
DD&A Key Experience by Project
On-Call Environmental ContractLocated within City of Salinas or Monterey Count y
CEQA/NEPA Documentation
City of Monterey On-Call Environmental Services X X X
City of Del Rey Oaks On-Call Contract Planning X X X
City of Carmel-by-the-Sea On-Call Environmental X X X
City of Pacific Grove On-Call Environmental X X X
County of San Benito On-Call Environmental X X
County of Monterey On-Call Environmental X X X
County of San Mateo On-Call Environmental X X
County of Santa Cruz On-Call Environmental X X
550 Piercy and 644 Piercy Road Industrial Development IS/MNDs X Pure Water Monterey Groundwater Replenishment Project X X Madison St. Seasonal Employee Housing X X
Quattrin Ranch Farmworker Housing X X
Sconberg Parkway Agricultural Housing X
California Central Coast Veteran’s Cemetery EIR/EA X X
Carmel Lagoon Ecosystem Protective Barrier, Scenic Road Protection Structure, and Interim Sandbar Management EIR
X X
Strada Verde Innovation Park X
Appendix A
Resumes
DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
Denise A. Duffy
Principal-in-Charge
EDUCATION
Bachelor of Arts,
Environmental Studies,
University of California
at Santa Barbara
PROFESSIONAL
AFFILIATIONS
American Planning
Association (APA)
Association of
Environmental
Professionals (AEP)
National Environmental
Policy Act Professionals
Planning and Conservation
League
OVERVIEW:
Denise Duffy is founder and president of DD&A, Inc. She is a leader in the field of land use planning and environmental and public policy. In her 45 years with DD&A she has managed dozens of complex environmental impact documents and projects from inception to construction. Ms. Duffy provides clients with an in-depth knowledge of CEQA and NEPA processing, public involvement, regulatory permitting, and inter-agency coordination. She has a proven track record navigating environmental and permit processing for complex, large-scale projects, with a focus on water projects on the California Central Coast. Her experience and record of success qualifies her as development expert. As president of the company, Ms. Duffy directs DD&A’s team of technical experts, working with clients to deliver major facility and planning projects in California.
Ms. Duffy’s experience includes environmental reports and analysis that have been conducted for and/or been accepted by State and Federal Agencies including Caltrans, California Department of Water Resources (DWR), State Water Resources Control Board (SWRCB), Bureau of Reclamation (BR), Federal Aviation Administration (FAA), Bureau of Land Management (BLM), Army Corps of Engineers (USACOE), Federal Highway Administration (FHWA), National Marine Fisheries (NMFS/NOAA), U.S. Department of Housing and Urban Development (HUD), U.S. Fish and Wildlife Service (USFWS), as well as various other federal and state review agencies. Her experience qualifies her as project manager, development expert, and land use consultant for major planning projects in California.
TECHNICAL CAPABILITIES:
Extensive experience managing and authoring CEQA and NEPA environmental assessment documents for private and public developments.
Experience managing on-call environmental planning contracts with various local municipalities and agencies.
Extensive experience in permitting and entitlements processing at the local, state, and federal levels.
Expertise in public involvement, including the development of policy consensus, soliciting citizen involvement, and
governmental cooperation.
Skill in identifying areas of controversy, defining environmental impacts, and incorporating and designing mitigation measures.
SELECTED PROJECT EXPERIENCE:
County of Monterey Contract Planning Contract, Monterey County
Marina Coast Water District On-Call, Monterey County
City of Monterey On-Call Environmental Service, Monterey San Benito County On-Call Services, San Benito County City of Del Rey Oaks On-Call Contract Planning Services, Del Rey Oaks
Quattrin Ranch Farmworker Housing
Sconberg Parkway Agricultural Housing
Pure Water Monterey Groundwater Replenishment Project, Monterey County
Springfield Water Systems Improvement Project, Moss Landing Seaside Groundwater Basin ASR EIR Addendums, Monterey County
DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
Leianne Humble
Senior Project
Manager/Planner
EDUCATION
Bachelor of Arts,
Environmental Studies,
University of California
Santa Cruz
PROFESSIONAL
AFFILIATIONS
Association of
Environmental
Professionals
OVERVIEW:
Leianne Humble has been a professional consultant in the environmental field over 30 years. The majority of her work experience focuses on the management and preparation of environmental assessments for projects in the San Francisco Bay Area, San Mateo County, and Monterey County areas. Ms. Humble is an expert at completing environmental evaluations in accordance with local, CEQA, CEQA-Plus, and NEPA requirements and the latest planning practices and case law. She has experience with a broad range of projects. As a project manager, Ms. Humble is responsible for on-going management of technical report preparation, sub-consultant management, QA/QC review, and schedule/budget management.
TECHNICAL CAPABILITIES:
Environmental analysis in accordance with CEQA, CEQA-Plus, and NEPA requirements – from Categorical
Exemptions/Exclusions to Environmental Impact Reports.
Accomplished in formulating detailed responses to public comments, completing mitigation monitoring plans, and preparing legal findings and resolutions.
Expert skills in all aspects of environmental evaluation and review. Oversight, management, and review of technical
subconsultants and project level technical studies. Editing of inhouse documents to assure clarity, accuracy, and legal defensibility.
Long work history on broad range of projects including commercial, industrial, residential, public service facilities, and mixed-use development as well as planning documents such as general and specific plans.
Decades of experience preparing legal notices, providing public presentations, and clarifying technical and procedural issues associated with the environmental process.
SELECTED PROJECT EXPERIENCE:
City of San José Master Contract for Various Projects, San José Master Contract with San Jose Water Company, Santa Clara County
Marina Coast Water District On-Call, Monterey County
Springfield Well and Water System Permitting and CEQA Processing Project, Moss Landing
Seaside Main Gate EIR, Seaside
Rodeo Gulch Trunk Sewer Upgrades, Santa Cruz County
San Jose-Santa Clara Regional Wastewater Facility Spreckles Sanitary Sewer Force Main Supplement & Pump Station
Rehabilitation Project, Santa Clara County
550 Piercy and 644 Piercy Road Industrial Development IS/MNDs
Pure Water Monterey Groundwater Replenishment Project, Monmterey County
San Jose Water Company Ostwald Waterline Replacement
Project, Santa Clara County
Strada Verde Innovation Park
DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
Erin Harwayne, AICP
Senior Project Manager/
Planner/Scientist
EDUCATION
Bachelor of Science, Earth
Systems Science & Policy
(Marine and Coastal
Ecology), California State
University Monterey Bay
PROFESSIONAL
AFFILIATIONS
Association of
Environmental
Professionals
American Planning
Association
California Native Plant
Society
REGISTRATION &
CERTIFICATES
American Institute of
Certified Planners (AICP)
CEQA/NEPA Intensive
Workshop Certifications
Fairy/Tadpole Shrimp
Identification Class and
Service Test Certification
PADI Certified SCUBA
Diver
OVERVIEW:
Erin Harwayne has over 24 years of experience in managing complex projects where inter-agency coordination, resource management, and public outreach are integrally important. She is an expert at preparing all types of environmental documentation in compliance with CEQA and NEPA for a wide variety of residential, commercial, mixed-use, educational, public works, water facility, and transportation projects. Integrating her extensive background in ecology with land use planning, Ms. Harwayne utilizes an innovative approach toward solving complex environmental issues, providing DD&A’s clients with the expertise needed to sufficiently analyze projects and prepare legally-defensible environmental documents.
TECHNICAL CAPABILITIES:
Experience facilitating public meetings, community workshops, and other outreach programs to solicit public opinion for projects. Expertise in regulatory permitting processes, including Clean Water Act Section 401 and 404, California Department of Fish and Wildlife (DFW) 1602 Lake and Stream Alteration Program, Federal Endangered Species Act Section 7 consultation and Section 10 permit processes, and more.
Oversaw preparation of all types and levels of environmental documents, including Initial Studies/Mitigated Negative Declarations, Environmental Assessments, Environmental Impact Reports, Environmental Impact Statements.
Experience preparing and managing environmental documents in accordance with CEQA and NEPA requirements.
Proficiency in conducting biological surveys, including protocollevel surveys for special-status wildlife and plant species. Expertise in the environmental review processes for the California State University and University of California systems.
Expertise in preparing scopes, managing subconsultants, and keeping projects within established budgets and timeframes.
SELECTED PROJECT EXPERIENCE:
City of Monterey On-Call Environmental Services, Monterey City of Del Rey Oaks On-Call Services, Del Rey Oaks
Marina Coast Water District On-Call Services, Monterey County County of Monterey Contract Planning, Monterey County CSUMB On-Call, Monterey County
California Central Coast Veterans’ Cemetery EIR/EA, Seaside Costco Gas Station Project IS/MND, Seaside
Monterey Bay Charter School IS/MND, Seaside
Fort Ord Village Lift Station and Force Main Replacement Project, Seaside
Broadway & Terrace Mixed-Use Categorical Exemption, Seaside Seaside Courthouse Biological Resources Feasibility Study, Seaside
Seaside Main Gate EIR, Seaside
Seaside East Design and Planning Charette, Seaside
Fort Ord Dunes State Campground, Monterey County
Carmel River Floodplain Restoration & Environmental
Enhancement Project
Carmel Lagoon Ecosystem Protective Barrier, Scenic Road Protection Structure, and Interim Sandbar Management Plan DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
Josh Harwayne
Senior Project Manager/
NRD Manager
EDUCATION
Master of Arts, Ecology and
Systematic Biology, Botany,
San Francisco State University
Bachelor of Science, Botany,
San Francisco State University
PROFESSIONAL
AFFILIATIONS
Association of Environmental
Professionals
California Botanical Society
California Native Plant Society
Society of Wetland Scientists
Friends of the Jepson Herbarium
Society for Ecological Restoration
REGISTRATIONS &
CERTIFICATIONS
USFWS Federal Recovery Permit -
California tiger salamander and
California red-legged frog
#TE-091857-4
CDFW Scientific Collection Permit
#SC-006622
CDFW Plant Voucher Collecting
Permit 2081[a]-18-158-V
Advanced Habitat Restoration
Workshop for California Red-legged
Frog, Elkhorn Slough Coastal
Training Program
OVERVIEW:
Josh Harwayne is a Senior Project Manager and serves as a DD&A’s Natural Resources Division Manager. He is responsible for the management of projects involving the collection of biological field data and the preparation of environmental and regulatory permitting documentation for major transportation, public works, residential and commercial developments, and infrastructure projects. With 26 years of consulting experience, he brings to the firm the highest level of technical, analytical, and management skills. Mr. Harwayne has a comprehensive understanding of the regulatory and environmental review processes at the federal, state, and local level. As a result, he is highly experienced with the integration of these processes and can coordinate the necessary project landmarks to strategically navigate the complex environmental landscape and achieve project goals and objectives.
TECHNICAL CAPABILITIES:
Experience preparing biological reports in accordance with local, state, and federal policies and regulations, including the federal and California Endangered Species Acts, and CEQA and NEPA requirements.
Experience preparing and managing environmental documents in accordance with CEQA and NEPA requirements.
Expert in wetland and waters delineations in accordance with federal and state criteria, and design of wetland mitigation and restoration projects.
Expert in the fields of botany, wildlife, and wetland science.
Significant experience gained working on a wide variety of projects involving special-status species and sensitive habitats. Proficiency in conducting biological surveys, including protocollevel surveys for special-status wildlife and plant species such as the California tiger salamander, California red-legged frog, Smith’s blue butterfly, burrowing owl, sand gilia, Monterey spineflower, and seaside bird’s-beak.
Experience working closely with resource and regulatory agencies in permitting projects of varying size and complexity, including the CDFW, USFWS, Caltrans, RWQCB, ACOE, California Coastal
Commission, and more.
Experience in planning and entitlement processing.
Expertise in preparing scopes, managing subconsultants, and keeping projects within established budgets and timeframes.
SELECTED PROJECT EXPERIENCE:
Monterey Peninsula Regional Parks District On-Call
Environmental Services, Monterey County
Carmel Fields by Wedgewood Landscaping and Parking Lot Project, Monterey County
Carmel River Floodplain Restoration & Environmental
Enhancement Project, Monterey County
City of Pacific Grove On-Call Environmental
County of San Benito On-Call Environmental
County of Monterey On-Call Environmental
Madison St. Seasonal Employee Housing
Quattrin Ranch Farmworker Housing
DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
Tyler Potter,
J.D., M.A., AICP
Senior Project Manager/
Planner
EDUCATION
Juris Doctorate, Santa Barbara
College of Law (Highest Honors)
Master of Arts, International
Environmental Policy, Middlebury
Institute of International Studies at
Monterey (MIIS)
Bachelor of Arts, Political Science,
Minor in Program in the
Environment, University of
Michigan
PROFESSIONAL
AFFILIATIONS
The Clark Foundation 2018-2019
Community Fellow
Association of Environmental
Professionals (AEP)
American Planning Association
REGISTRATIONS &
CERTIFICATIONS
American Institute of Certified
Planners
Certificate in Conservation
Leadership, MIIS
American Bar Association
California State Bar #326710
OVERVIEW:
Tyler Potter is a professional planner and an attorney with 19 years of planning experience. Mr. Potter’s areas of expertise include regulatory compliance, entitlements processing, CEQA/NEPA compliance, public outreach, and project management. His experience preparing CEQA/NEPA documents and knowledge of applicable planning and environmental regulations give him a unique perspective to offer clients expert advice concerning the environmental and planning processes.
Mr. Potter has managed numerous projects for both public and private clientele, ranging from multi-disciplinary CEQA/NEPA analyses to planning and entitlement related projects, including large-scale infrastructure projects (e.g., water, wastewater, renewable energy). As a project manager, Mr. Potter is responsible for the management of technical report preparation, regulatory agency coordination, permit acquisition and strategy, subconsultant management, QA/QC review, and schedule maintenance.
Mr. Potter has authored and managed the preparation of numerous CEQA and NEPA related documents, as well as provided planning and environmental services in connection with entitlement related projects.
His experience preparing environmental documents and knowledge of applicable planning and environmental regulations allows him to provide clients with expert advice regarding potential obstacles and/or challenges associated with development projects.
TECHNICAL CAPABILITIES:
Experience preparing CEQA and NEPA documentation, including Environmental Impact Reports, Environmental Impact Statements, Initial Studies/Mitigated Negative Declarations, Environmental Assessments, and Notices of Determination.
Extensive experience in current planning and entitlement processing, including preparation and presentation of staff reports for public hearings and managing entitlement projects for public and private clients.
Expert in identifying areas of controversy, defining environmental impacts, and incorporating design and mitigation measures. Experience with government agency and consultant coordination.
SELECTED PROJECT EXPERIENCE:
Pfeiffer Big Sur Campground Cabin Project, Monterey County Fort Ord Dunes State Park Campground Project, Monterey County Carmel River Floodplain Restoration & Environmental
Enhancement Project, Monterey County
Santa Monica Mountains National Recreation Area Trail Management Plan, Los Angeles County
Madison St. Seasonal Employee Housing
Quattrin Ranch Farmworker Housing
550 Piercy and 644 Piercy Road Project
Pure Water Monterey Groundwater Replenishment Project, Monterey County
Monterey Peninsula Water Supply Project, Monterey County California Flats Solar Flats Project, Monterey and San Luis Obispo Counties
DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
Matt Johnson
Senior Project Manager/
Environmental Scientist
EDUCATION
Bachelor of Science, Earth
Systems Science and Policy,
California State University
Monterey Bay
Microsoft Systems Engineer
Certification, New Horizons
Computer Learning Center
PROFESSIONAL
AFFILIATIONS
Central Coast Joint Data
Committee
Monterey Peninsula Audubon
Society
REGISTRATIONS &
CERTIFICATIONS
Trimble Certified GPS Operator
USFWS Federal Recovery Permit -
California tiger salamander and
California red-legged frog
#TE-091857-4
CDFW Scientific Collection Permit
#SC-007701
CDFW Plant Voucher Collecting
Permit #2081[a]-20-024-V
USFWS-Approved Bald/Golden
Eagle Surveyor
40 Hour HAZWOPER Certification
OVERVIEW:
Matthew Johnson has 21 years of experience working in the environmental field. Mr. Johnson currently serves as a Senior Project Manager, Environmental Scientist, and manager of DD&A’s Geographic Information Systems (GIS) department. His responsibilities include project management, rare plant and wildlife surveys, biological monitoring, wetland delineations, and riparian habitat assessments, and preparation of biological documentation. Mr. Johnson is also an authorized individual on DD&A’s Federal Recovery Permit for California tiger salamander (CTS) and California red-legged frog (CRLF), and holds a CDFW Scientific Collecting Permit allowing for collection and handling of amphibians, reptiles, freshwater/terrestrial invertebrates, and mammals. Mr. Johnson has worked on and managed the biological efforts for a variety of project types, including transportation, water and wastewater infrastructure, and residential and commercial development.
TECHNICAL CAPABILITIES:
Experience working closely with resource and regulatory agencies in permitting projects of varying size and complexity.
Extensive experience managing and conducting biological monitoring and preconstruction wildlife surveys on a variety of projects, including substantial experience on water infrastructure projects.
Proficiency in conducting biological surveys, including protocol-level surveys for special-status wildlife and rare plant species, including CTS, CRLF, Monterey/San Francisco dusky-footed woodrat, California legless lizard, burrowing owl, bald eagle, protected avian species, sand gilia, and Monterey/Ben Lomond spineflower. Experience preparing biological reports for a broad range of environmental documentation in accordance with CEQA and NEPA requirements and local, state, and federal policies and regulations, including the Clean Water Act and the federal and state Endangered Species Acts.
Expertise in preparing scopes, managing subconsultants, and keeping projects within established budgets and timeframes.
SELECTED PROJECT EXPERIENCE:
Chartwell School Expansion Biological Assessment, Seaside California Central Coast Veterans’ Cemetery EIR/EA, Seaside Seaside Welcome Sign Biological Study, Seaside
Fort Ord Dunes State Campground, Monterey County
Pure Water Monterey Groundwater Replenishment Project, Monterey County
Madison St. Seasonal Employee Housing, Salinas
Quattrin Ranch Farmworker Housing, Salinas
Fort Ord Village Lift Station and Force Main Replacement Project, Seaside
Seaside Chili’s Restaurant, Seaside
Grand Hyatt Bayonet Blackhorse Biological Monitoring, Seaside DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
John Wandke
Associate Environmental
Scientist
EDUCATION
Master of Science, Environmental
Science, California State University
Monterey Bay
Bachelor of Arts, Geology,
Colorado College
REGISTRATIONS &
CERTIFICATIONS
40-Hour HAZWOPER
24-Hour MSHA
Wetland Delineation Training –
Wetland Training Institute
California Red-Legged Frog
Workshop – Elkhorn Slough
Coastal Training Program
Management of California Coastal
Prairie – Elkhorn Slough Coastal
Training Program
Residual Dry Matter and Range
Management – Elkhorn Slough
Coastal Training Program
Measuring and Monitoring Plant
Populations – California Native
Plant Society Training
OVERVIEW:
John Wandke is an Associate Environmental Scientist with 22 years of experience in the environmental field, with extensive experience in native plant restoration. Over the course of his career, Mr. Wandke has worked with both private and public agencies, and has diverse project experience He has trained, supervised, and mentored junior staff, construction crews, and others on proper restoration practices and environmental monitoring procedures. His additional responsibilities at DD&A include conducting biological surveys; preparation of technical reports, Mitigation Monitoring and Restoration Plans, CEQA/ NEPA documentation, and regulatory permit applications; and GIS analysis and preparation of graphics.
TECHNICAL CAPABILITIES:
Expertise in handling and surveying for federal and state protected species including California legless lizard, Monterey spineflower, Yadon’s piperia, sand gilia, Tidestrom’s lupine, Menzies wallflower, and seaside’s bird’s beak.
Experienced with native plant nurseries and quality control. Experienced with sampling and testing for plant pathogens. Knowledgeable on methods for native plant propagation. Proficient in identification of native and non-native plant species. Skilled at developing and implementing monitoring plans for ecological restoration.
Experienced in site preparation for restoration efforts. Expertise in preparing scopes, managing subconsultants, and keeping projects within established budgets and timeframes. Expertise in ESRI software, ArcGIS, and ArcPro.
Proficient with Trimble Pathfinder Office and Microsoft Office Suite.
SELECTED PROJECT EXPERIENCE:
CSUMB Habitat Management Plan, Seaside and Marina
South of Tioga Habitat Management Lands, Sand City
Carr Lake Restoration & Park Development, Salinas
Hatton Canyon Sewer Main Replacement Project, Monterey County
Monterey County Habitat Management Plan, Monterey County City of Marina Habitat Management Plan, Monterey County Carmel River Re-route and San Clemente Dam Removal, Carmel Valley (with RANA)
Great Tidepool Restoration & Enhancement, Pacific Grove (with RANA)
Imjin Parkway Bike Lanes Project, Marina
Brownrigg-Burchell Residential Development Project, Monterey County
Auerbach Residential Development Project, Monterey County Knoop Residential Development Project, Monterey County September Ranch Subdivision Development Project, Monterey County
DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
Patric Krabacher
Deputy Project Manager/
Environmental Scientist/
Arborist
EDUCATION
Bachelor of Science, Environmental
Sciences, Northern Arizona
University, Flagstaff
PROFESSIONAL
AFFILIATIONS
International Society of Arborists
California Native Plant Society -
Monterey Chapter
California Native Grasslands
Association
California Society for Ecological
Restoration
REGISTRATIONS &
CERTIFICATIONS
ISA Certified Arborist #WE-11759A
FAA Part 107 License #4439644
USFWS Federal Recovery Permit -
California tiger salamander and
California red-legged frog
#TE-091857-0
CDFW Scientific Collection Permit
#SC-13586
CDFW Plant Voucher Collecting
Permit 2081[a]-20-023-V
40 Hour HAZWOPER Certification
Wetland Delineation Seminar,
Jepson Herbarium
CPR/First Aide Certified
OVERVIEW:
Patric Krabacher is a Deputy Project Manager, Environmental Scientist, and certified Arborist with 10 years of experience working in the environmental field. His responsibilities at DD&A include tree inventories and obtaining tree related permits; collection of GPS data and aerial imagery using drone technology; conducting biological surveys; preconstruction and construction-phase biological monitoring; preparation of technical reports, Mitigation Monitoring and Restoration Plans, CEQA/ NEPA documentation, and regulatory permit applications; and GIS analysis and preparation of graphics. Mr. Krabacher has received formal training as an arborist, botanist, and a wildlife biologist in California, including the use of taxonomic manuals to expand his working knowledge in vernal pool, wetland, maritime chaparral, redwood forest and coastal grassland ecosystems. He has worked closely with engineers and landscape designers to preserve and protect established urban and natural forests. Additionally, Mr. Krabacher has conducted biological surveys and tree surveys for a variety of project types including water and wastewater infrastructure, transportation, recreational, and residential and commercial development.
TECHNICAL CAPABILITIES:
Expertise in botanical evaluations, including rare and endangered plant surveys, habitat evaluations, and wetland delineations. Certified Arborist with experience preparing tree management plans and conducting arborist surveys.
Extensive experience conducting biological monitoring, preconstruction wildlife surveys, and biological training seminars for construction crews and other project team members.
Experience in restoration/natural resource management, including activities involving the reclamation of former military lands and other disturbed site restoration, herbicide treatment, and permit acquisition.
Experience gathering and processing survey grade aerial datasets including orthomosaic, NDVI, three-dimensional elevation models, and point clouds.
Experience with ArcGIS, Trimble, TerraSync, Microsoft Excel, Microsoft Access, locating and interpreting data, organization of data, habitat mapping, seed transfer zone delineation, and wildlife habitat range determination.
Experience in preparing scopes and keeping projects within established budgets and timeframes.
SELECTED PROJECT EXPERIENCE:
Fort Ord Dunes State Park Campground Project, Monterey County South of Tioga Habitat Management Lands Project, Sand City Santa Monica Mountains National Recreation Area Trail Management Plan, Los Angeles County
Pfeiffer Big Sur State Park Cabin Project, Big Sur
Former Fort Ord Wetland Monitoring Project, Monterey County Lake San Antonio Bald and Golden Eagle Survey and Monitoring Project, Monterey County
Big Sur Land Trust Ramistella Property Easement Aerial Mapping Project, Monterey County
DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
Oliviya Wyse
Deputy Project Manager
EDUCATION
Master of Arts,
International
Environmental Policy,
Middlebury Institute of
International Studies at
Monterey (MIIS)
Bachelor of Science,
Marine Science,
California State University
Monterey Bay
REGISTRATION &
CERTIFICATES
Continuing Education,
Certificate Program for
the California
Environmental Quality
Act, University of
California San Diego
Extension Program
OVERVIEW:
Ms. Oliviya Wyse is a Deputy Project Manager/Associate Planner. Ms.
Wyse earned a Master of Arts Degree in International Environmental Policy at the Middlebury Institute of International Studies at Monterey, and has eight years of experience in the environmental field. Ms. Wyse has worked for both public and private entities. Her responsibilities at DD&A include supporting Project Managers with the preparation of environmental documents; coordination and prepartion of permitting applications, environmetnal compliance tracking; research; and preparation of proposals.
TECHNICAL CAPABILITIES:
Experience preparing CEQA compliant Initial Study documents. Experience conducting site sustainability analyses.
Proficiency in statistical research and analysis.
Experience in operating Adobe Acrobat Professional Suite, Microsoft Office Suite, ArcMap, ArcGIS, and other professionallevel software applications. Experience preparing CEQA documents, including Initial Studies/Mitigated Negative Declarations, Environmental Impact Reports, and CEQA+ documents.
Experience working on permitting of large projects throughout the central coast.
Experience preparing Coastal Development Permit applications. Preparation of condition compliance and mitigation monitoring and reporting programs for various projects.
Skilled in technical writing and editing.
Excellent communication skills.
SELECTED PROJECT EXPERIENCE:
Robert Louis Stevenson School, Monterey County
Carmel River Floodplain Restoration and Environmental Enhancement Project, Monterey County
Carmel Lagoon Ecosystem Protection Barrier (EPB), Scenic Road Protection Structure (SRPS), & Interim Sandbar Management Plan (ISMP), Monterey County
Monterey Peninsula Water Supply Project, Monterey County Aquifer Storage & Recovery Parallel Pipeline Addendum, Monterey Peninsula Water Management District, Monterey County California American Water Well Replacement Projects (Multiple Projects), Monterey County
Coral Street Pump Station Electrical Housing Relocation Project, Monterey County
Quattrin Ranch Farmworker Housing, Salinas
ParkIT! Shuttle Program and Day-Use Reservation Project, Monterey County
Monterey County Housing and Community Development On-Call City of Greenfield Wastewater Treatment Plant Improvement Project, Monterey County
DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
Jami Colley
Senior Environmental
Scientist
EDUCATION
Bachelor of Science, Earth
Systems Science and Policy,
California State University
Monterey Bay
REGISTRATIONS &
CERTIFICATIONS
USFWS Federal Recovery Permit -
California tiger salamander and
California red-legged frog
#TE-091857-4
CDFW Scientific Collection Permit
#SC-10092
CDFW Plant Voucher Collecting
Permit #2081[a]-20-026-V
40 Hour HAZWOPER Certification
Managing Habitats for California
Red-legged Frog Workshop,
Elkhorn Slough Coastal Training
Program
Rare Pond Species Workshop,
Elkhorn Slough Coastal Training
Program
Wetland Delineation Training,
Wetland Training Institute
Arctostaphylos Workshop, Jepson
Herbarium
Basic Botany Workshop, Jepson
Herbarium
Poaceae Workshop, Jepson
Herbarium
OVERVIEW:
Ms. Davis is a Senior Environmental Scientist with 19 years of experience working in the environmental field. At DD&A her responsibilities include managing and conducting biological and botanical field surveys and wetland delineations; preparation of biological reports, CEQA and NEPA documentation, restoration plans, and regulatory permit applications; pre-construction and construction-phase monitoring; and providing oversight and expert advice to assistant- and associate-level Natural Resources Division staff. Ms. Davis has experience working on various types of projects including residential and commercial development, habitat restoration, transportation, water and wastewater infrastructure, educational facilities, and military facility cleanup.
TECHNICAL CAPABILITIES:
Experience preparing biological reports in accordance with CEQA and NEPA requirements and local, state, and federal policies and regulations, including the federal and state Endangered Species Acts.
Expertise in conducting botanical surveys, including focused surveys for special-status plants such as sand gilia, Monterey spineflower, seaside bird’s-beak, Yadon’s piperia, Pacific Grove clover, and Congdon’s tarplant.
Proficiency in conducting presence/absence surveys for California tiger salamander and California red-legged frog, American badger, Monterey dusky-footed woodrat, nesting birds, Smith’s blue butterfly habitat, and western bumble bee.
Experience working closely with resource and regulatory agencies in permitting projects of varying size and complexity, including the CDFW, USFWS, NMFS, Caltrans, RWQCB, ACOE, NRCS, and
California Coastal Commission.
Experience providing construction-phase biological monitoring and biological trainings to inform construction crews of the sensitive resources present within project sites, including ten years as the lead biologist providing biological support services for the cleanup of the inland ranges of the former Fort Ord Army Base in Monterey County.
SELECTED PROJECT EXPERIENCE:
Fort Ord Dunes State Park Campground Project, Monterey County Carmel River Floodplain Restoration & Environmental
Enhancement Project, Monterey County
Palo Corona Regional Park Grassland Management Plan Project, Monterey County
Garland Regional Park Fuel Management Project, Monterey County
South of Tioga Habitat Management Lands Project, Sand City Marina Dunes Vegetation Mapping Project, Marina
Quattrin Ranch Farmworker Housing
Sconberg Parkway Agricultural
City of Monterey On-Call Biological Services, Monterey Big Sur Emergency Erosion Control Projects, Monterey County DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
Robyn Simpson
Deputy Project
Manager/Associate Planner
EDUCATION
Bachelor of Arts, Social and
Behavioral Sciences,
California State University
Monterey Bay
CEQA Practitioner Certificate,
UC San Diego Extension
PROFESSIONAL
AFFILIATIONS
Association of Environmental
Professionals
OVERVIEW:
Robyn Simpson is an Associate Planner with nine years of experience in the environmental field. Mr. Simpson has experience working on a variety of different project types including land use permitting and regulatory compliance areas. He has contributed to the preparation of CEQA documents, including Initial Studies, Environmental Impact Reports, Mitigation Monitoring and Reporting Plans and other environmental and regulatory deliverables. Mr. Simpson has worked on several environmental compliance projects involving water infrastructure improvements. His responsibilities as Associate Planner include contributing to the preparation of CEQA documents, performing research tasks, preparation of supporting graphics, data analysis, organizing and facilitating public review for environmental documents, and providing comprehensive quality assurance/quality control for environmental documents.
TECHNICAL CAPABILITIES:
Experience in the preparation of CEQA documents, including Exemptions, Initial Studies, Environmental Impact Reports, and Notices of Determination.
Expertise in formatting documents to the highest professional standards.
Experience creating high quality graphics in support of environmental documents.
Expertise in maintaining continuous communication with clients and subconsultants in order to meet project goals and deadlines. Expertise in operating advanced computer software, including Microsoft Office Suite and Adobe Acrobat Professional Suite.
SELECTED PROJECT EXPERIENCE:
California Central Coast Veterans’ Cemetery EIR/EA, Seaside Fort Ord Village Lift Station and Force Main Replacement Project, Seaside
Marina High Multi-Use Field Project IS/MND, Marina
Mission School Water System Project IS/MND, Monterey County Carrisa Plains School Water System Project, San Lus Obispo County
City of Monterey On-Call Environmental Services, Monterey City of Del Rey Oaks On-Call Contract Planning Services, Del Rey Oaks
City of San José Master Contract, San José
CSUMB On-Call, Monterey County
Carmel Area Wastewater District On-Call, Monterey County San Jose Water Company Master On-Call Services Agreement, Santa Clara County
Pure Water Monterey Groundwater Replenishment Project, Monterey County
Springfield Water System Improvements Project, Moss Landing Eastwood Water Rights Change Petition EIR, Monterey County MPWMD Monterey Pipeline Project, Monterey County
DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
Conor O’Toole
Deputy Project
Manager/Associate Planner
EDUCATION
Bachelor of Arts, Urban
Geography, University of
Denver
Continuing Education,
Certificate Program for the
California Environmental
Quality Act, University of
California Extension
Program
PROFESSIONAL
AFFILIATIONS
Association of
Environmental Professionals
(AEP)
REGISTRATION &
CERTIFICATES
CEQA Basics, AEP
California Emissions
Estimator Model
(CalEEMod) Workshop,
University of California
Intermediate CEQA
Workshop
OVERVIEW:
Mr. Conor O’Toole is an Associate Environmental Planner with three years of experience in the planning, land use and environmental consulting field, including direct experience preparing environmental documents to satisfy CEQA. Mr. O’Toole has experience working on a variety of different project types including land use permitting and regulatory compliance areas.. His responsibilities as Associate Environmental Planner include preparation of CEQA documents and spearheading permitting and condition compliance efforts.
TECHNICAL CAPABILITIES:
Extensive experience preparing CEQA documents, including Initial Studies/Mitigated Negative Declarations, Exemptions, Environmental Impact Reports, Notice of Determinations, and Addenda.
Expertise in maintaining continuous communication with clients and subconsultants in order to meet project goals and deadlines. Direct experience working on permitting of large infrastructure projects throughout the central coast.
Preparation and administration of condition compliance and mitigation monitoring and reporting programs on large solar, residential and infrastructure projects.
Responsible for application processing and permit acquisition. Proficient in California Emissions Estimator Model (CalEEMod). Skilled in technical writing and editing.
Excellent communication skills with lead agencies, technical consultants, and clients.
Experience in preparing scopes, managing sub-consultants, and help keeping projects within established budgets and timeframes.
SELECTED PROJECT EXPERIENCE:
September Ranch Final Subdivision, Entitlements and Permitting, County of Monterey
On-Call Environmental Services, Monterey County
San Benito County On-Call Services, San Benito County City of Del Rey Oaks On-Call Contract Planning Services, Del Rey Oaks
Carmel River Floodplain Restoration and Environmental Enhancement Project, Monterey County
Carmel Lagoon Ecosystem Protection Barrier (EPB), Scenic Road Protection Structure (SRPS), & Interim Sandbar Management Plan (ISMP), Monterey County
Pure Water Monterey Ground Water Replenishment Project Springfield Water System Improvements Project
Aquifer Storage & Recovery Parallel Pipeline Addendum Pebble Beach Pump Station, County of Monterey
Madison St. Seasonal Employee Housing, Salinas
DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
OVERVIEW:
Liz Camilo is an Associate Environmental Scientist with six years of experience in the environmental field. Ms. Camilo has experience working both with and for private and public entities. Her experience is diverse and includes field ecology, botany, wildlife management and husbandry, habitat restoration, GIS analysis and graphics, regulatory permitting, and CEQA documentation. Her responsibilities at DD&A include conducting rare plant surveys, wildlife surveys, habitat assessments, tree inventories, and wetland delineations; preparing biological documentation, maps, and graphics; writing CEQA documents; and acquiring regulatory permits. Ms.
Camilo has conducted biological assessments and prepared Environmental documentation for a variety of projects throughout the central California coast.
TECHNICAL CAPABILITIES:
Experience preparing biological resources reports, biological assessments, wetland delineations, habitat restoration plans, habitat conservation plans, and CEQA documents.
Experience conducting botanical surveys, protocol-level wildlife surveys, wetland assessments, tree inventories, and preconstruction clearance surveys for special-status wildlife. Experience collecting GPS data, conducting GIS analysis, and preparing maps and graphics.
Experience preparing permitting application packages for various regulatory agencies, including the County of Monterey, California Coastal Commission, CDFW, USFWS, ACOE, and RWQCB.
Experience restoring degraded habitat on the California coast. Proficiency in operating advanced computer software, including Microsoft Office Suite, Adobe Acrobat Professional Suite, and ESRI Software such as ArcMap, ArcCatalog, and ArcGIS.
SELECTED PROJECT EXPERIENCE:
California Central Coast Veterans Cemetery EIR/EA, Seaside County of Monterey On-Call Environmental Services, Monterey County
County of San Benito On-Call Services, San Benito County City of Marina On-Call Environmental Services, Marina City of Monterey On-Call Environmental Services, Monterey City of Del Rey Oaks Contract Planning Services, Del Rey Oaks CSUMB On-Call Environmental Services, Monterey County Marina Coast Water District On-Call, Monterey County
Carmel Area Wastewater District On-Call, Monterey County Carmel River Floodplain Environmental Enhancement and Restoration, Monterey County
Pure Water Monterey Groundwater Replenishment Project, Monterey County
Monterey Peninsula Water Supply Project, Monterey County Carmel Lagoon EPB, SRPS, and ISMP Project, Monterey County Springfield Well and Water System Permitting and CEQA Processing Project, Moss Landing
Pfeiffer Big Sur State Park Cabins Project, Monterey County Former Fort Ord Multi-Species Habitat Conservation Plan NEPA & CEQA Compliance, Monterey County
Rodeo Gulch Sewer Replacement Project, Santa Cruz County Liz Camilo
Associate Environmental
Scientist II
EDUCATION
Bachelor of Science,
Environmental Studies,
University of California
Santa Barbara
PROFESSIONAL
AFFILIATIONS
Association of
Environmental
Professionals
REGISTRATIONS &
CERTIFICATIONS
CDFW Scientific
Collecting Permit #S200870002-20090-001
CDFW Plant Voucher
Collecting Permit
#2081[a]-18-158-V
Wetland Delineation
Training, Wetland
Training Institute
Biology and Management
of California Tiger
Salamander, Elkhorn
Slough Coastal Training
Program
50 Plant Families,
Jepson Herbarium
DENISE DUFFY & ASSOCIATES – ADDITIONAL PERSONNEL
Erika Lougee
Associate Environmental
Scientist
EDUCATION
Bachelor of Environmental Studies,
University of California Santa Cruz
PROFESSIONAL
AFFILIATIONS
California Native Plant Society
California Central Coast Chapter of
the Wildlife Society
REGISTRATIONS &
CERTIFICATIONS
Wetland Delineation Certification,
Wetland Training Institute
California Tiger Salamander
Workshop, Elkhorn Slough Coastal
Training Program
OVERVIEW:
Erika ‘Rikki’ Lougee is an Assistant Environmental Scientist with five years of experience in the environmental field working with both public and private entities. Her responsibilities at DD&A include conducting biological surveys including protocol-level surveys for special-status wildlife species, conducting jurisdictional wetland delineations; preparation of technical reports, CEQA/NEPA documentation, and regulatory permit applications; condition compliance tracking; preconstruction and construction-phase biological monitoring; and GIS analysis and preparation of graphics. Ms. Lougee has received formal training as a botanist, and wildlife biologist in California, including the use of taxonomic manuals to expand her working knowledge in vernal pool, wetland, maritime chaparral, and coastal grassland ecosystems.
Additionally, Ms. Lougee has conducted biological surveys and monitoring for a variety of project types including water and wastewater infrastructure, transportation, and residential and commercial development.
Prior to coming to DD&A, Ms. Lougee held a position with Jodi McGraw Consulting where she assisted with construction monitoring and longterm monitoring studies for rare and endangered species in the Santa Cruz sandhills.
TECHNICAL CAPABILITIES:
Extensive experience in botanical evaluations, including rare and endangered plant and wildlife surveys, habitat evaluations, and wetland delineations.
Experience conducting habitat evaluations for the Santa Cruz sandhills, as well as conducting surveys for species including the Mount Hermon June beetle, Zayante band-winged grasshopper, Santa Cruz wallflower, Ben Lomond spineflower, and Ben Lomond buckwheat.
Extensive experience conducting biological monitoring in sensitive habitat types including maritime chaparral, riparian, and the Santa Cruz sandhills.
Extensive experience managing and conducting pre-construction wildlife surveys including surveys for the following: nesting birds, Monterey dusky-footed woodrats, California red-legged frog, and California tiger salamander.
Experience preparing and conducting biological training seminars for construction crews and other project team members.
Preparation of biological reports for a broad range of environmental documentation in accordance with CEQA and NEPA requirements as well as local, State, and federal policies and regulations.
SELECTED PROJECT EXPERIENCE:
Kirby Park Emergency Culvert Repair Project, Monterey County Fort Ord Village Lift Station Project, Monterey County Quattrin Ranch Farmworker Housing
Sconberg Parkway Agricultural Housing
Monterey County Habitat Management Plan, Monterey County CSUMB Habitat Management Plan, Monterey County
DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
Kimiya Ghadiri
Assistant Environmental
Scientist
EDUCATION
Bachelor of Arts in Environmental
Studies combined with Biology,
University of California Santa Cruz
PROFESSIONAL
AFFILIATIONS
California Central Coast Chapter of
the Wildlife Society
REGISTRATIONS &
CERTIFICATIONS
Wetland Delineation Certification
50 Plant Families: Monterey Bay
Workshop, Jepson Herbarium
California Tiger Salamander
Workshop, Elkhorn Slough Coastal
Training Program
Foothill Yellow-Legged Frogs
Workshop, Elkhorn Slough Coastal
Training Program
Amphibians of the San Fransisco
Bay Area Workshop, Laguna de
Santa Rosa Foundation
OVERVIEW:
Kim Ghadiri is an Assistant Environmental Scientist with seven years of experience in the environmental field. Ms. Ghadiri has significant experience conducting field surveys, construction-phase biological monitoring, and managing data. At DD&A, her responsibilities include conducting rare plant surveys, wildlife absence/presence surveys, wetland delineations, pre-construction and construction-phase biological monitoring, preparation of biological reports, Mitigation Monitoring and Restoration Plans, CEQA biological sections and regulatory permit application, and GPS data collection. Ms. Ghadiri has received formal training as a botanist, and wildlife biologist in California, including the use of taxonomic manuals to expand her working knowledge in vernal pool, wetland, maritime chaparral, coastal grassland, and redwood forest ecosystems. Ms. Ghadiri has worked closely with engineers and landscape designers to preserve and protect established urban and natural forests.
Additionally, Ms. Ghadiri has conducted biological surveys for a variety of project types including water and wastewater infrastructure, transportation, and residential and commercial development.
TECHNICAL CAPABILITIES:
Extensive experience in botanical evaluations, including rare and endangered plant surveys, habitat evaluations, and wetland delineations.
Extensive experience conducting biological monitoring. Extensive experience managing and conducting pre-construction wildlife surveys including surveys for the following: nesting birds, Monterey and San Fransisco dusky-footed woodrats, legless lizard, California red-legged frog, and California tiger salamander. Experience preparing and conducting biological training seminars for construction crews and other project team members.
Experience in restoration/natural resource management, including activities involving the reclamation of former military lands and other disturbed site restoration, herbicide treatment, and permit acquisition.
Experience with Trimble, TerraSync, Microsoft Excel, ArcGIS Pro, Microsoft Access, locating and interpreting data, organization of data, habitat mapping, and wildlife habitat range determination. Experience preparing biological reports for a broad range of environmental documentation in accordance with CEQA and NEPA requirements and local, state, and federal policies and regulations.
SELECTED PROJECT EXPERIENCE:
Sconberg Parkway Agricultural Housing, Salinas
Marina High Multi-Use Field Project IS/MND, Monterey
Grand Hyatt Bayonet Blackhorse Biological Monitoring, Seaside Rodeo Gulch Sewer Replacement Project, Santa Cruz County Valencia Creek Sewer Relocation Project, Santa Cruz County Mirada Road Revetment Project, San Mateo County
Garrapata Slope Repair Project, Monterey County
Monterey County Habitat Management Plan, Monterey County CSUMB Habitat Management Plan, Monterey County
City of Marina Habitat Management Plan, Monterey County September Ranch Project, Monterey County
Hatton Canyon Sewer Main Replacement Project, Monterey County
Matthews Residential Development Project, Monterey County Regan Residential Development Project, Monterey County South of Tioga Project, Monterey County
DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
Troy Lawson
Assistant Planner
EDUCATION
Master of City and Regional
Planning, California Polytechnic
State University
Bachelor of Science, Anthropology
and Geography, California
Polytechnic State University
PROFESSIONAL
AFFILIATIONS
Association of Environmental
Professionals
American Planning Association
OVERVIEW:
Troy Lawson is an Assistant Planner with four years of experience in the environmental field, with a multidisciplinary background in human ecology. Mr. Lawson has worked with public and private entities on a range of project types, including infrastructure, agriculture, coastal, and residential and commercial development. His responsibilities at DD&A include the preparation of environmental documentation, providing comprehensive quality assurance/quality control, research, data analysis, and graphics.
TECHNICAL CAPABILITIES:
Experience in land use permitting projects and environmental review
Experience preparing CEQA documentation, including Initial Studies/Mitigated Negative Declarations, Notices of
Determination, and Categorical Exemptions
Expertise in cartography using ArcGIS and Adobe Creative Suite
Expertise in Microsoft Office Suite
Skilled in technical writing and editing
SELECTED PROJECT EXPERIENCE:
City of Del Rey Oaks On-Call Contract Planning Services, Del Rey Oaks
East Garrison Demolition Project, Monterey County
Susan St. Agricultural Employee Farm Worker Housing, Pajaro Del Monte Boulevard Extension Project, Marina
Pfeiffer Big Sur Campground Cabin Project, Monterey County CSUMB Phased Wildfire Fuel Reduction and Protective
Measures Project, Seaside and Marina
Carmel Lagoon Ecosystem Protection Barrier (EPB), Scenic Road Protection Structure (SRPS), & Interim Sandbar
Management Plan (ISMP), Monterey County
19 North Second Street Mixed-Use, San José
Eterna Tower Residential Development, San José
Tobias Farms Agricultural Storage Structure Project, San Benito
550 Piercy and 644 Piercy Road Industrial Development IS/MNDs
Pure Water Monterey Groundwater Replenishment Project Madison St. Seasonal Employee Housing, Salinas
Quattrin Ranch Farmworker Housing, Salinas
DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
Bibiana Carrazco
Assistant Environmental
Scientist
EDUCATION
Bachelor of Science in
Environmental Science,
Technology and Policy with
a concentration in
Watershed Systems,
California State University
Monterey Bay
PROFESSIONAL
AFFILIATIONS
Habitat Stewardship
Project, Monterey Bay
OVERVIEW:
Bibiana Carrazco is an Assistant Environmental Scientist with one year of experience in the environmental field. Prior to joining DD&A, Ms.
Carrazco held a position with the Habitat Stewardship Project where she contributed to a variety of habitat restoration and conservation projects.
She has extensive knowledge and experience conducting biological monitoring, with strong coordination and communication skills. Ms.
Carrazco is well versed with California native and non-native plant identification, and she has experience surveying for several special-status plant species.
TECHNICAL CAPABILITIES:
Experience in conducting biological surveys, including protocollevel surveys for special-status wildlife and rare plant species including CTS, CRLF, Monterey dusky-footed woodrat, California legless lizard, sand gilia, and Monterey spineflower
Experience in conducting nesting avian surveys
Experienced in conducting worker environmental awareness education program preparation and facilitation.
Proficient in identification of native and non-native plant species and in conducting vegetation surveys
Experience in preparing technical reports for a broad range of environmental documentation in accordance with CEQA, NEPA, local, state, and federal policies and regulations
Expertise in ArcGIS Pro, Avenza Maps, Google Earth Pro, Microsoft Office Suite, and Adobe Creative Suite
Proficient in Spanish reading and writing
SELECTED PROJECT EXPERIENCE:
Shea Homes Bayonet-Blackhorse Residential Project, Seaside, CA
San Benito County On-Call Services, San Benito County CSUMB Fuel Management Project, Marina, CA
Scenic Road Emergency Repair, Carmel Valley, CA
Forest Lake Pump Station, Pebble Beach, CA
Fort Ord Village Lift Station, Fort Ord Dunes State Park, CA Carmel Valley Manor Sewer Main Extension Project, Carmel Valley, CA
SPCA of Monterey County Renovation, Salinas, CA
A1/A2 Tanks and BC Booster Pump Station Project, Marina, CA Knoop (Jack Rabbit Ranch), Carmel Valley, CA
Nacimiento Lake Drive Bridge Replacement Project, San Luis Obispo, CA
Bradley Road Sour Repair, Unincorporated Monterey County DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
Mikaela Bogdan
Assistant Planner
EDUCATION
Master of Science, California
State University, Monterey Bay
Bachelor of Science,
Technology & Policy, California
State University Monterey Bay
PROFESSIONAL
AFFILIATIONS
Association of Environmental
Professionals
OVERVIEW:
Mikaela Bogdan is an Assistant Planner with six years of experience in the environmental field. Ms. Bogdan has extensive experience with report preparation and technical analysis and has worked on a wide range of projects for public and private entities. Her responsibilities at DD&A include preparing environmental documentation, permitting applications, and graphics; conducting research and data and geospatial analysis; and providing comprehensive quality assurance/quality control.
TECHNICAL CAPABILITIES:
Proficiency in statistical research and analysis.
Proficiency in geospatial data collection and analysis. Proficiency in operating Adobe Acrobat Professional Suite, Microsoft Office Suite, ArcMap, ArcGIS Pro, and other
professional-level software applications.
Experience preparing CEQA documents, including Initial Studies/Mitigated Negative Declarations, and Notices of Exemption.
Experience preparing NEPA-compliant Environmental
Assessment documents.
Experience preparing biological reports in accordance with CEQA and NEPA requirements and local, state, and federal policies and regulations, including the Clean Water Act and the federal and state Endangered Species Acts.
Experience preparing Coastal Development Permit
applications.
Experience tracking condition compliance.
Skilled in technical writing and editing.
Excellent communication skills.
SELECTED PROJECT EXPERIENCE:
County of Monterey On-Call Environmental, Monterey County County of San Mateo On-Call Environmental, San Mateo
County
Monterey Peninsula Water Supply Project, Monterey County Lake El Estero Water Diversion Project, Monterey County California American Water Well Replacement Projects (Multiple Projects), Monterey County
Space for Meaningful Outdoor Education IS/MND, Monterey County
City of Gonzales Jonhson Canyon Road Water Main Project, Monterey County
ParkIT! Shuttle Program and Day-Use Reservation Project, Monterey County
Middlebury Institute of International Studies (MIIS) Master Plan DENISE DUFFY & ASSOCIATES – KEY PERSONNEL
Luke Hiserman
Assistant Planner
EDUCATION
Master of Marine Affairs,
School of Marine and Environmental Affairs, University of Washington.
Bachelor of Arts, Environmental Science, Willamette
University.
OVERVIEW:
Luke Hiserman is an Assistant Planner who has over one year of experience in the environmental field. Mr. Hiserman has an interdisciplinary background with experience in marine research and coastal management, water resource projects, and community engagement. His responsibilities at DD&A include the preparation of environmental documentation, providing comprehensive quality assurance/quality control, research, data analysis, and graphics.
TECHNICAL CAPABILITIES:
Experience preparing CEQA documents including Initial Studies/Mitigated Negative Declarations, Addendums,
and Categorical Exclusions.
Experience preparing NEPA Environmental Assessments.
Experience with condition compliance and mitigation
monitoring and reporting programs.
Skilled in ArcGIS Pro spatial data software.
Skilled in technical writing and editing.
Experienced with Microsoft Office Suite.
SELECTED PROJECT EXPERIENCE:
Del Rey Oaks 6th Cycle Housing Element, Del Rey Oaks. Monterey Peninsula Water Supply Project, Monterey
County.
California State Lands Commission Addendum for the
Monterey Peninsula Water Supply Project, Monterey
County.
Greenfield Wastewater Treatment Plant, Greenfield.
San Juan Oaks Condition Compliance, San Benito
County.
Carmel Lagoon Ecosystem Protection barrier (EPB), Scenic Road Protection Structure (SRPS), and Interim Sandbar Management Plan (ISMP), Monterey County. Creating GIS Maps including Regional, Vicinity, Land
Use, Parcel, and Zoning (multiple projects).
Sarah Peelo, PhD ALBION
Key Personnel Resume May 2024 | 1
Sarah Peelo, PhD, RPA
Principal
Dr. Sarah Peelo joined Albion in 2012. She is President and a coowner of the company, is a Registered Professional Archaeologist (RPA), and has over 20 years of experience in California archaeology.
As President of the company, Dr. Peelo is responsible for the day-today management of the company, financial planning, marketing, personnel, and quality control/assurance.
Dr. Peelo is well-versed in preservation legislation and regulations, such as NHPA, NEPA, and CEQA, and has developed and
implemented Cultural Resource Treatment Plans (under both State and federal guidelines) for projects throughout the Central Coast of California. In addition, she has worked with clients, including the Peninsula Corridor Joint Powers Board (PCJPB), Federal
Transportation Authority (FTA), and the City of Santa Clara (a Certified Local Government), to facilitate SHPO consultation on various projects. Dr. Peelo manages Albion on-call contracts with Caltrans for Districts 5, Santa Clara Valley Transportation Agency, and has managed and directed projects for the Cabrillo Community College District, Santa Cruz City Schools District, and Santa Clara University. As a company Principal she oversees projects that impact colonial-era archaeological resources. She has experience conducting cultural resource assessments, creating and
implementing field research designs, and managing the analyses of colonial-era artifact assemblages and historical records. Dr. Peelo recently served or is currently serving as Principal Investigator on projects at Mission Santa Antonio de Padua, Santa Cruz Mission, Rancho San Andrés Castro Adobe, Dana Adobe in Nipomo, and Mission Santa Clara.
Contact
[email protected]
(559) 289-0639 mobile
Expertise
Project Manager
Regulatory Specialist
Section 106 Consultation
California Missions Landscape
Colonial Era Archaeology
Ceramic Analysis
Education
PhD, Anthropology, University of
California, Santa Cruz
MA, Anthropology, University of
California, Santa Cruz
MA, Anthropology, Colorado State
University
BS, Combined Sciences: Minor
Anthropology, Santa Clara University
KEY PROJECTS
2012−Present: Santa Clara University Capital
Improvement and Infrastructure Projects
Cultural Resources Management Services.
2018–Present: Santa Cruz City Schools
Cultural Resource Management Services at 16 school loca�ons.
RESUME
EDUCATION
B.S., Environmental Health Science,
California State University, Fresno, 1994
B.A., Urban and Environmental Planning,
California State University, Fresno, 1994
Community Noise Enforcement Certification,
Rutgers State University of New Jersey, 2001
TRAINING
CalEEMod Training, SMAQMD, 2022
Health Risk Assessments, SJVAPCD, 2015
CAPCOA Health Risk Assessment Training,
SJVAPCD, 2010
Greenhouse Gas Model Training, BAAQMD,
2010
Air Toxics Health Risk Assessment & HARP,
BlueScape Environmental & Dillingham
Software Engineering, 2004
Sound Power Measurement & Analysis,
Bruel & Kjaer, 2003
Vibration Measurement & Analysis,
Bruel & Kjaer, 2003
Acoustics & Measurement Principles,
Bruel & Kjaer, 2003
Air Dispersion Modeling,
Trinity Consultants, 2001
ISC/AERMOD Air Dispersion Modeling,
Lakes Environmental, 2001
FHWA Traffic Noise Modeling,
Harris Miller Miller & Hanson, 1998
PROFESSIONAL AFFILIATIONS
Air and Waste Management Association
Acoustical Society of America
Association of Environmental Professionals
KURT LEGLEITER
Principal
Kurt Legleiter is the Principal Air Quality and Noise Specialist and sole proprietor of AMBIENT Air Quality & Noise Consulting. His experience spans over 30 years and encompasses both the public and private sectors. He specializes in the preparation of air quality, greenhouse gas, energy, noise, and groundborne vibration impact assessments for projects subject to review under the California Environmental Quality Act and the National Environmental Policy Act. Mr. Legleiter is proficient in the use of various air quality and noise modeling software programs, including CalEEMod, Aermod, CALINE4, SoundPlan, and the FHWA Traffic Noise Model.
EXPERIENCE
2004-Present
AMBIENT Air Quality & Noise Consulting, Principal
1997-2004
EDAW, Inc. Air Quality and Noise Practice Manager
1995-1997
Michael Paoli and Associates, Environmental Planner
1993-1995
San Joaquin Valley Air Pollution Control District, Planner I
REPRESENTATIVE PROJECTS
California Flats Solar Project, Monterey County
Carmel Lagoon EPB, SRPS, and ISMP Project, Monterey County Central Coast Veteran’s Cemetery, City of Seaside
Cypress Pacific Apartments Project, Sand City
Ferrini Ranch Subdivision Project, Monterey County
Fremont Elementary School, City of Salinas
General Jim Moore Blvd. Traffic Noise Assessment, City of Seaside Gigling Road and South Boundary Road Reconstruction Projects, Monterey County
Heritage Oaks Subdivision Project, Monterey County
Middlebury Institute of International Studies at Monterey 2015 Master Plan, City of Monterey
Monterey Bay Charter School Project, City of Seaside
Monterey Regional Waste Management District Truck Yard Facility Project, City of Marina
Monterey-Salinas Transit Ryan Ranch Road Campus Expansion Project, County of Monterey
Monterey-Salinas Transit Marina Transit Station Project, City of Marina
Soledad Event Center Project, City of Soledad
Danh T. Tran, P.E.
Senior Principal Engineer
Mr. Danh Tran, P.E., Senior Principal Engineer, has over 27 years of geotechnical experience. He has managed and
performed geotechnical investigations, feasibility studies and peer review for public works, energy, commercial, industrial, retail and residential projects throughout the San Francisco Bay Area and California. He is responsible for managing and coordinating subsurface field investigations, implementing laboratory testing programs, and geotechnical analyses.
Mr. Tran has managed geotechnical investigations for
developments over Bay Mud, expansive clays, and liquefiable soil deposits.
Relevant Experience
Local Experience
Taylor Fresh Foods Building, Salinas
Salinas Medical Office Building, Salinas
Imjim Office Park, Marina
Mosaic Student Housing, Marina
Neilson Street Medical Office Building, Watsonville
CSU Monterey Bay, Seaside
Feasibility Studies
East Palo Alto Library, East Palo Alto
Strada Verde Innovation Park, San Benito County
Yahoo! Parcels, Santa Clara
Bay 101, San Jose
Redwood LIFE Peer Review, Redwood City
Brokaw Road Office Development, San Jose
Santa Clara Square, Santa Clara
Marine View Residential, Belmont
1301 Shoreway Road Commercial, Belmont
Walsh Bowers Office Development, Santa Clara
258 Union Avenue Residential Development, Los
Gatos
Cowen Road Warehouse, Burlingame
Rollins Road Warehouse, Burlingame
Cypress and Lux Commercial, South San Francisco
Residential Developments
University Avenue/Bay Road Housing Development,
East Palo Alto
Artisan Crossing, Belmont
Gateway at Millbrae BART, Millbrae
Baden Avenue Condos, South San Francisco
Education
California State University
San Jose, California
BS, Civil Engineering, 1993
Professional Registrations
Civil Engineer, California, C59705
Civil Engineer, Nevada, CE17924
Civil Engineer, Hawaii, PE-10970
Certifications
Nuclear Density Gauge Safety
ACI Grade 1 Field Technician
Professional Organizations
American Society of Civil Engineers
California Geotechnical Engineers
Association
Danh T. Tran, P.E.
Senior Principal Engineer
Winslow Street Mixed-Use Development, Redwood
City
877 W. Fremont Village Center, Sunnyvale
777 West Middlefield Residential Development,
Mountain View
Commercial and Industrial
Pulgas Warehouse and Research Lab, East Palo Alto
Google EM20, Palo Alto
Chess Drive Retail, San Mateo
El Camino Real Medical Office Development, South
San Francisco
200 Shaw Road Industrial, South San Francisco
Life Science Development – Associated and
Sylvester Roads, South San Francisco
Serramonte Shopping Center Expansion, Daly City
San Francisco Gateway Industrial Center, San
Francisco
Hilton Garden Inn, San Carlos
Pulgas Warehouse and Research Lab, East Palo Alto
Mississippi Street Industrial Development, San
Francisco
LaSalle Industrial Park, San Francisco
Kurt M. Soenen, P.E.
Senior Principal Engineer
Kurt M. Soenen, P.E., has over 26 years of experience in environmental engineering and consulting services. He has performed environmental investigations for commercial, industrial, public agency and residential developments throughout the San Francisco Bay Area, California and United States. Mr. Soenen has significant experience in managing site assessments; performing soil, soil vapor, ground water, and indoor air quality investigations; evaluating remedial strategies; designing, operating, and maintaining remediation systems; performing environmental compliance evaluations; coordinating with local regulatory agencies; and implementing cost effective cleanup programs.
Mr. Soenen is familiar with federal, state and local environmental regulations. He is experienced at working with staff at the Environmental Protection Agency, California Regional Water Quality Control Board, the Department of Toxic Substances Control and other agencies, such as local water districts and county health departments.
Relevant Experience
Monte Bella Phase 5A Residential Development, Salinas Salinas Valley Community Church, Salinas
Fort Ord East Garrison P2 and P1 Phase I ESA, Marina
Site 19 – Park Avenue Ph I ESA, Sand City
Sites 10 and 11 – Broadway Avenue Ph I ESA, Seaside
1428 Monterey Street Ph I ESA, Soledad
Summerfield 2 Ph I ESA, Soledad
Google Downtown San Jose Campus, San Jose
Berryessa BART Transit Village Development, San Jose
Gateway at Millbrae Station, Millbrae
The Ohlone Project, San Jose
Tamien Station Transit-Oriented Development, San Jose “The Orchard” Tower Development in SOFA, San Jose
“Energy Hub” Tower Development in SOFA, San Jose
“Arbor” and “Terraine” Tower Developments in North San Pedro District, San Jose
Adobe Tower Development, San Jose
Strada Verde Innovation Park EIR, Hollister
Willow Village Campus Development, Menlo Park
Ravenswood Specific Plan Update, East Palo Alto
Santa Clara Downtown Precise Plan, Santa Clara
Education
Bachelor of Science
Environmental Resources Engineering
Humboldt State University
1997
Professional Registrations Registered
Professional Engineer No. 63615
State of California
Professional Organizations American
Society of Professional Engineers
(ASCE)
National Ground Water Association (NGWA)
Association for Environmental Health and
Sciences (AEHS) Foundation
Licensed Site Professionals Association
Continuing Education
OSHA 1912.120 Refresher, 2023
32nd Annual International Conference on
Soil, Water, Energy, and Air and Annual
AEHS Meeting, 2023
California Land Recycling Conference, 2023
Risk Considerations of Indoor Background
in Residences, Schools, and Offices, 2021
12th International Conference on
Remediation of Chlorinated and Recalcitrant
Compounds, 2022
Vapor Membrane Inspector Certification
Courses, 2023
DTSC and Water Board Regulatory Updates
Ollie Zhou, T.E., Vice President & Principal Associate
Education
Bachelor of Science – Civil & Environmental Engineering, University of California – Berkeley
Master of Business Administration, Santa Clara University Professional Associations
Member of the Institute of Transportation Engineers
Registered Professional Traffic Engineer in the State of California (TR 2857) Experience
Since January 2014, Mr. Zhou has managed a large variety of traffic engineering and transportation planning projects for both the public and private sectors throughout the greater San Francisco Bay Area. These projects mainly include travel demand model validation and application, VMT analysis, general plan updates and area plans, and traffic impact studies. Mr.
Zhou is experienced in managing large-scale projects and areawide plans with prolonged schedules and complicated work scopes. Mr. Zhou mainly utilizes the CUBE software package for travel demand model applications, and manages a variety of projects conducted with Synchro, SimTraffic, Vistro, and TRAFFIX software.
Representative Projects
• Travel Demand Forecasting Model Development and Application Projects:
Menlo Park Citywide Model – Model refinement and validation. Model application for the Willow Village/Facebook project, VMT policy update. Sunnyvale Citywide Model – Model refinement and validation. Model application for the Moffett Park Specific Plan, Sunnyvale General Plan Update, Lawrence Station Area Plan, Peery Park Specific Plan, and Sunnyvale Traffic Impact Fee. San Mateo Citywide Model – Model development, refinement, and validation. Model application for the San Mateo Traffic Impact Fee.
10th St and 11th St two-way street conversion, San Jose – Local model validation and forecasting link-level and intersection-level volumes.
Gilroy Downtown Specific Plan with High-Speed Rail (HSR) Station, Gilroy – Incorporated boarding-alighting data provided by HSR Authority at Gilroy Caltrain Station into the Gilroy Citywide Model to analyze three downtown specific plan alternatives.
• Vehicle-Miles Travel (VMT) Analysis for residential, office, hotel, school, area plans, Housing Element Updates, and mixed-use developments throughout the greater Bay Area.
Representative projects include:
Willow Village/Facebook, Menlo Park – 1.6 million s.f. office, 1,730 housing units, 200,000 s.f. retail, 193-room hotel; project included updating City’s VMT policy and incorporating specific project characteristics into the travel demand model for VMT calculations.
Avenue School, San Jose – developed a hybrid VMT methodology using a combination of travel demand model and off-model processes to analyze private school; project included a 2,700-student pre-k to grade 12 private school. Using available private school student data, a custom distribution model was developed for this project. Danville Housing Element Update – CEQA analysis for HEU with 4,500 housing units among 8 opportunity sub-areas
Moffett Park Specific Plan, Sunnyvale – CEQA analysis for specific plan with 33 million s.f. office/R&D, 20,000 housing units. Project incorporated specific project characteristics into the travel demand model for VMT calculations. Sobel Mixed-Use Development, Salinas – developed VMT methodology for a mixed-use development with 37,000 s.f. retail, 96-room motel, 4 restaurants, separate service station.
Over 50 Traffic Analyses/Traffic Feasibility Studies for area-wide plans, offices, hotels, apartments, schools, manufacturing/distribution centers, daycare centers and multiple-use developments throughout the Bay Area.
• Traffic Simulation/Signal Coordination Studies for various congested corridors in San Mateo, Los Gatos, and Sunnyvale.
• Traffic Impact Fee (TIF) Update Studies for the City of San Mateo, the City of Sunnyvale, and many specific plans/area plans. Conducted nexus studies and calculated appropriate impact fees for the TIF Update projects.
• Multi-Modal Analysis for the Palo Alto General Plan Update in Palo Alto, CA. This study included analyzing the existing and future roadway segment level-of-service for all automobile mode, pedestrian mode, bicycle mode, and transit mode. This study followed the multi-modal analysis guidelines outlined in the Highway Capacity Manual (HCM), 2010 Edition. • Bicycle Level of Service Analysis for the Magee Ranch project in Danville, CA. This study utilized the bicycle level of service methodology for two-lane highway segments outlined in the Highway Capacity Manual (HCM), 2010 Edition.
Robert Del Rio, Vice President & Principal Associate
Education
Bachelor of Science in Civil Engineering, San Jose State University, San Jose, California
Professional Associations
Member of the Institute of Transportation Engineers
Registered Professional Traffic Engineer in the State of California (TR 2641) Experience
Since 1996, Mr. Del Rio has participated in and managed a variety of traffic engineering and transportation planning projects for both the public and private sectors. These projects included the preparation of scopes of work, site traffic analyses, general plan amendment studies, traffic simulation & operations studies, detour plans, parking studies, parking designs, and surveys. Mr.
Del Rio has a significant amount of transportation planning and traffic engineering project experience in the City of San Jose.
Representative Projects
• Transportation Planning
Site Traffic Impact Analyses/EIRs/Traffic Feasibility Studies for various office, retail, residential, manufacturing, and mixed-use developments throughout Northern and Central California. These studies included the estimation of proposed project impacts on the surrounding transportation system under existing and future traffic conditions, recommending mitigation measures, site-plan and circulation review, and parking layout review.
Representative projects include: Santana Row Office Development, Santana Row West, Winchester Reserve Mixed-Use, Retail developments; Valley Fair Mall Expansion and Santana Row Redevelopment; Various office, manufacturing, and R&D developments throughout Santa Clara County.
General Plan Amendments for the City of Morgan Hill 2035 GP update. Using the City’s traffic model, projections were made to determine the effects of the amendments on the supporting transportation system. Using the City of San Jose/VTA TDF model the effects of all proposed General Plan Amendments in 2015 were evaluated cumulatively. The evaluation included projections of trips, VMT and mode-choice.
Area-Wide Traffic Impact Analyses for the City of San Jose North San Jose Development Policy and Downtown Strategy Plan. The studies included an analysis of the effects of large areawide development on transportation facilities not only within the development area, but also facilities located throughout Santa Clara County.
Traffic Simulation/Operations Studies to evaluate operations of existing and future transportation systems for both existing and future growth conditions. These studies included the use of the NETSIM animation software to conduct qualitative as well as the quantitative analysis produced using CORSIM. Representative projects include: Downtown San Jose Traffic Operations, US 101/Bailey Interchange Operations, North Coyote Valley Transportation System, and the US 101/Tennant Interchange PSR.
Traffic Analysis for PSR/NEPA Environmental Assessment for the US 101/Tennant Interchange PSR, US 101/Bailey Interchange Operations, Autumn Street Extension in San Jose, and Charcot Avenue extensions over I-880. The traffic analysis for these projects typically included an evaluation of traffic operations for several improvement alternatives.
Silicon Valley Rapid Transit Corridor Traffic Analysis utilizing traffic forecasts also produced by Hexagon, traffic analysis was prepared for the extension of the Bay Area Rapid Transit (BART) rail line to the South Bay. The traffic analysis included the evaluation of the effects of
the proposed stations on transportation patterns in the immediate vicinity of each station locations, and parking demands, site-access and on-site circulation at each of the stations.
Traffic detour plans were also developed for the construction periods of each of the stations.
Five multi-model stations in three cities were included as part of the analysis. • Parking
Parking Studies for San Jose City College and the Downtown Palo Alto Parking Structure.
These studies included the estimation of parking demand using employee and parking lot surveys.
Parking Operations and Design for Valley Medical Center in San Jose and the Cal Poly San Luis Obispo Parking Structure. The analysis involved the evaluation of parking structure circulation and entrance/exit efficiency.
• Surveys
Border Customs Survey to determine trade and goods border crossing time.
DD&A and Subconsultant
Fee Structures
Denise Duffy & Associates, Inc.
PLANNING AND ENVIRONMENTAL CONSULTING
947 Cass Street, Suite 5 ▪ Monterey, CA 93940 ▪ Tel: (831) 373-4341 ▪ Fax: (831) 373-1417 2024
SCHEDULE OF RATES
Principal $ 265
Project Director $ 245
Senior Compliance Manager/Engineering Specialist $ 225
Senior Project Manager $ 192
Principal Planner $ 200
Senior Botanist $ 178
Senior Planner/Senior Scientist II $ 176
Arborist $ 176
Project Manager $ 167
Senior Planner/Scientist $ 156
Assistant Project Manager $ 140
Associate Planner/ Environmental Scientist II $ 134
Associate Planner/ Environmental Scientist I $ 128
Assistant Planner/ Environmental Scientist II $ 120
Assistant Planner/ Environmental Scientist I $ 116
GIS/Computer Specialist $ 122
GIS/Graphics Technician $ 93
Administrative Manager $ 98
Planning Technician $ 85
Field Technician $ 80
Publication/Production Editor $ 90
Administrative Assistant $ 78
Direct reimbursable costs associated with the execution of a project are charged at cost plus 15%. These expenses may include, but are not limited to: subconsultant services, printing and graphic charges, permits, filing fees, authorized travel charges, courier, postage, mileage and field supplies. Mileage will be charged at the current IRS mileage rate.
The above rates are effective through December 31, 2024 and may be adjusted for thereafter. 2024
Albion Labor Category Personnel Billing Rate
Principal 4D Sarah Nicchitta Principal $144.24
Principal 4D Sarah Peelo Principal $144.24
Principal 3B Jennifer Farquhar Principal $129.61
Principal 2C Cristie Boone Principal $124.15
Senior Biologist 4D Sandra Menzel Senior Biologist $115.04 Senior Anthropologist 4B James Sarmento Senior Anthropologist $105.92 Senior Archaeologist 7C Reilly Murphy Senior Archaeologist $131.42 Senior Archaeologist 7B Douglas Ross Senior Archaeologist $129.61 Senior Archaeologist 7A Chelsea Blackmore Senior Archaeologist $127.79 Senior Archaeologist 4A Lindsley Britton Senior Archaeologist $104.07 Senior Archaeologist 3C Cris Lowgren Senior Archaeologist $102.23 Senior Archaeologist 3A Ryan Phillip Senior Archaeologist $98.59 Archaeologist 7C Brittney Biasi Archaeologist $98.59
Archaeologist 7B Matthew Manigault Archaeologist $96.77 Archaeologist 6D Timothy Polkinghorne Archaeologist $93.17 Archaeologist 6B Avila Bright Archaeologist $89.47
Archaeologist 6A Brenda Arjona Archaeologist $87.60
Archaeologist 5D Nicole Matthews Archaeologist $85.81
Archaeologist 4D MacKennah Tweedt Archaeologist $78.54
Archaeological Technician 7D Alana Smith Archaeological Technician $78.54 Archaeological Technician 7B Brandon Brown Archaeological Technician $74.84 Archaeological Technician 7A Kimberly Gordon Archaeological Technician $73.03 Archaeological Technician 7A Claire Allen Archaeological Technician $73.03 Archaeological Technician 7A Laura Garcia Archaeological Technician $73.03 Archaeological Technician 6D Christina Hornbaker Archaeological Technician $71.24 Archaeological Technician 6D Christopher Lopez Archaeological Technician $71.24 Archaeological Technician 6D Elliot Summers Archaeological Technician $71.24 Archaeological Technician 6D Annie Pagel Archaeological Technician $71.24 Archaeological Technician 6D Christopher Civilikas Archaeological Technician $71.24 Archaeological Technician 6B Thomas Balmat Archaeological Technician $67.58 GIS/Graphics 9A Stella D'Oro GIS/Graphics $113.22
GIS/Graphics 7B Paul Rigby GIS/Graphics $100.41
Administrative 9D Genevieve Headland Administrative $107.71 Administrative 8A Andrew Nicchitta Administrative $94.96 *rates escalate on January 1 each year.
RATES
Albion Environmental, Inc.
January 1, 2024*
BILLING RATES
Job Title Job Description Hourly Compensation
Rates
Principal Air Quality & Noise
Specialist
Oversight/Review & Preparation of
analyses and reports
$155/hour
Air Quality & Noise Specialist Preparation of analyses and reports $75/hour Air Quality & Noise Analyst Preparation of analyses and reports $60/hour
Reimbursable Expenses
Travel & Mileage Based on Federal per diem rates at time the expense was incurred
Prevailing Wage Hourly Fee Rates and Equipment Charges
Through December 31, 2024
Administrative Assistant $105
Engineering Technician I $180
Construction Services Administrator $135
Engineering Technician II $180
Technical Illustrator/CAD Operator $150
Supervisory Technician $180
Staff Engineer or Geologist $180
Senior Supervisory Technician $180
Senior Staff Engineer or Geologist $193
Project Engineer or Geologist $215
Principal Construction Services $215
Senior Project Engineer or Geologist $220
Principal Engineer or Geologist $265
Senior Principal Engineer or Geologist $295
Charges for personnel will be made in accordance with the above rates. For field engineers, geologists and technicians, regular rates are normal workday construction hours (Monday through Friday). For time spent over 8 hours in a day, time spent after 5 p.m., time spent on swing shifts, and time spent on Saturdays by field personnel, overtime rates will be charged at 1.5 times the hourly rate. Work on Sundays and holidays and work in excess of 12 hours in one day will be charged at 2.0 times the hourly rate. Field rates are based on a 48-hour notice. For less than a 48-hour notice, a 10 percent surcharge will be added. All field personnel, vehicle and equipment charges are portal to portal. Reproduction of project documents will be charged as a project expense. The hourly rate for professional staff to attend legal proceedings will be 2.0 times the hourly rate specified above.
Equipment Charges Geotechnical Laboratory Tests
Vehicle $28 per hour Tests Run Tests Run
Nuclear Density Gauge $11 per test During Normal Outside 55-Gallon Drum $100 each Workday Hours Workday Hours
GPS Unit $90 per day Compaction Curve $330 each $495 each Hand Auger Equipment $50 per day Compaction Check Point $170 each $270 each Power Auger $125 per day Plasticity Index $250 each $350 each PDR-1000 Dust Meter (3) $300 per day, $1,200 per week, $4,000 per month Sieve/Hydrometer $250 each $350 each PID ppmv
PID ppbv
$130 per day, $600 per week, $2,000 per month
$150 per day, $650 per week, $2,200 per month
Moisture Content $8 each $10 each
Air Pump $80 per day, $350 per week, $1,000 per month Moisture/Density $30 each $50 each Weather Station $80 per day, $350 per week, $1,000 per month -#200 Wash $60 each $80 each Benkelman Beam $175 per day, $750 per week, $2,800 per month Sieve < ¾ inch Liner (small) $125 each $190 each Double Ring Infiltrometer $100 per day Sieve > ¾ inch Bucket (Large) $225 each $330 each Dynamic Cone $100 per day Lime Stability $360 each $550 each Differential Pressure Gauge $50 per day Consolidation
Soil Corrosion Testing
$415 each
$235 each
$680 each
$450 each
Air Flow Sensors
Pressure Control Testing
Depth Sounder
Air Monitors (1)
$50 per day
$275 per day
$50 per day
$700 per month
Liner and Two Caps $12 each
Core N One Sampler $50 each triplicate sample
Core N One Handle $60 each
Modeling Software $25 per hour
Plotter
Drone
$10 per plot
$50 per hour
Direct Expenses
Reimbursement for the direct expenses listed below incurred in connection with the Work will be billed at cost plus 18 percent. 1) Drillers, utility locators, laboratories, contractors, hygienists, and consultants 2) Rented vehicles, public transportation, tolls, and air flights 3) Permits and special fees, insurances and licenses required to perform Work 4) Computer programs and rented field equipment
5) Large volume copying of project documents
6) Maps, photographs, and environmental databases
7) Overnight or same day delivery charges
8) Copying or production of over-sized figures and plans If personnel are assigned to a project 100 miles or more from an office, $175 per diem per person allowance will be charged. Unless mutually agreed in writing, Cornerstone will hold samples collected during the performance of the Work no longer than thirty (30) calendar days after their date of collection; project samples requested to be held greater than thirty (30) calendar days will be billed at $100 per every ninety (90) calendar days. If payment is not received within 30 days of invoice date, the samples will be discarded.
Payment
Payment for Work completed is due upon receipt of Cornerstone’s statement. Fixed fee or lump sum services will be billed for the agreed fixed fee. A service charge of 1.5 percent per month will be charged on accounts not paid within 30 days.
Prevailing Wage
Client must notify Cornerstone in writing if the Work is subject to “prevailing wage” under local, state or federal laws.
Hexagon 2024 Billing Rates
Professional Classification Rate per Hour
President $335
Principal $290
Senior Associate II $270
Senior Associate I $250
Associate II $225
Associate I $200
Planner/Engineer II $170
Planner/Engineer I $140
Admin/Graphics $120
Assistant Planner/Engineer $115
Technician $85
Direct expenses are billed at actual costs, with the exception of mileage, which is reimbursed at the current rate per mile set by the IRS.
Billing rates shown are effective January 1, 2024 and subject to change January 1, 2025.
DD&A Sample Invoice
INVOICE
Ship to:
Invoice Number: SAMPLE
Invoice Date: DATE
Page:
Bill To:
SAMPLE SAMPLE
Customer ID Customer PO Payment Terms
SAMPLE Net Due
1 Quantity Item Description Unit Price Amount
6.00 204.00 1,224.00
11.50 161.00 1,851.50
1.25 90.00 112.50
SAMPLE Project Manager
DD&A Project #SAMPLE
Sr. Compliance Manager
Senior Scientist II
Administration
CONTRACT: $183,728 *see note
Billed to Date: $109,937
REMAINING: $73,791
* Amendment #1 and #2 included
3,188.00
3,188.00
Payment/Credit Applied
Total Invoice Amount
TOTAL
Subtotal 3,188.00
DATE
Due Date
Job SAMPLE
For Services from:
DATE to DATE
Denise Duffy &
Associates, Inc.
947 Cass St. Suite 5 Monterey, CA 93940
(831) 373‐4341 x22
Signature Date
Denise Duffy & Associates, Inc.
Labor Backup for Invoice # ‐ SAMPLE
Pay Period
Ending Staff Name Project # Hours Billing Rate Total Amount Detail Total
Hours by
Staff
SAMPLE 4.5 161.00$ $ 724.50
SAMPLE 5.25 161.00$ $ 845.25SAMPLE 0.5 161.00$ $ 80.50
2/15/2024 Staff Name
2/29/2024 Staff Name 3/15/2024 Staff Name 3/31/2024 Staff Name SAMPLE 1.25 161.00$ $ 201.25 SAMPLESAMPLESAMPLESAMPLE 11.50
SAMPLE 2 204.00$ $ 408.00
SAMPLE 2 204.00$ $ 408.00SAMPLE 1 204.00$ $ 204.00
2/15/2024 Staff Name
2/29/2024 Staff Name 3/15/2024 Staff Name 3/31/2024 Staff Name SAMPLE 1 204.00$ $ 204.00 SAMPLESAMPLESAMPLESAMPLE 6.00
2/29/2024 Staff Name SAMPLE 1.25 90.00$ $ 112.50 SAMPLE 1.25 TOTAL Billing (by Hours) 3,188.00 $
Subconsultant + admin fee $ ‐
TOTAL 3,188.00 $
DD&A General Contract
Requirements
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
INSURER(S) AFFORDING COVERAGE
INSURER F :
INSURER E :
INSURER D :
INSURER C :
INSURER B :
INSURER A : NAIC #
NAME: CONTACT
(A/C, No): FAX
E-MAIL ADDRESS:
PRODUCER
(A/C, No, Ext): PHONE
INSURED
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR WVDADDL
INSD
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $
$
$
$ PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person) COMBINED SINGLE LIMIT
AUTOS ONLY
AUTOS ONLY AUTOS NON-OWNED OWNED SCHEDULED
ANY AUTO
AUTOMOBILE LIABILITY
Y / N WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED?
(Mandatory in NH) DESCRIPTION OF OPERATIONS below
If yes, describe under
ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEEE.L. EACH ACCIDENT EROTH- STATUTE PER
(MM/DD/YYYY) LIMITS POLICY EXP(MM/DD/YYYY) POLICY EFFLTR TYPE OF INSURANCE POLICY NUMBER INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
EXCESS LIAB
UMBRELLA LIAB EACH OCCURRENCE $ AGGREGATE $
$
OCCUR
CLAIMS-MADE DED RETENTION $
PRODUCTS - COMP/OP AGG $ GENERAL AGGREGATE $ PERSONAL & ADV INJURY $ MED EXP (Any one person) $
EACH OCCURRENCE $ DAMAGE TO RENTED
PREMISES (Ea occurrence) $ COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- JECT LOC
CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
CANCELLATION
AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED
AUTOS ONLY
11/8/2023
(HD) Heffernan Insurance Brokers
1350 Carlback Avenue
Walnut Creek CA 94596
Elizabeth Lee 925-448-2543 925-934-8278 [email protected] Citizens Insurance Company of America 31534 DENIDUF-02 The Hanover American Insurance Company 36064 Denise Duffy & Associates, Inc.
947 Cass Street, Suite 5
Monterey CA 93940
Continental Casualty Company 20443 1413315960
A X 1,000,000 X 1,000,000 5,000 1,000,000 2,000,000 X
OB3916991212 9/1/2023 9/1/2024
2,000,000
A 1,000,000 X X
OB3916991212 9/1/2023 9/1/2024
A X X
OB3916991212 9/1/2023 9/1/2024
4,000,000 4,000,000
B WZ3-9169906-12 9/1/2023 9/1/2024
X
1,000,000 1,000,000 1,000,000
C Professional Liability
Pollution Incident Liability
EEH276198480 11/5/2023 11/5/2024 PER CLAIM
AGGREGATE
$2,000,000
$2,000,000
For Proposal Purposes Only.
For Proposal Purposes Only
DD&A CONCURRENCE WITH CONTRACT PROVISION
Denise Duffy & Associates, Inc. has reviewed the City's standard contract agreement and concurs with all listed provisions. DD&A hereby affirms that we have no proposed excep�ons, altera�ons, or amendments to the standard contract agreement, or any other requirements outlined in the City's Request for Qualifica�ons. We are fully commited to adhering to the specifica�ons and guidelines provided by the Request for Qualifica�ons without devia�on. Our goal is to ensure compliance and alignment with the expecta�ons set forth by the City of Salinas, demonstra�ng our dedica�on to professionalism and integrity in our proposal submission.
Form: Professional Services Agreement v. October 2023 Page 1 of 16 Ausonio Inc.
Jun 2024
MASTER SERVICE AGREEMENT
FOR PROFESSIONAL SERVICES
BETWEEN
THE CITY OF SALINAS AND AUSONIO
INC.
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Form: Professional Services Agreement v. October 2023 Page 2 of 16 Ausonio Inc.
June 2024
Contents
RECITALS ..................................................................................................................................... 4 TERMS ........................................................................................................................................... 4
1. 4
2. Term; Completion Schedule. ............................................................................................... 4
3. Compensation. ..................................................................................................................... 4
4. Billing. ................................................................................................................................. 4
5. Meet & Confer. .................................................................................................................... 5
6. Additional Copies................................................................................................................. 5
7. Responsibility of Consultant................................................................................................ 5
8. Responsibility of City. ......................................................................................................... 5
9. Acceptance of Work Not a Release. .................................................................................... 6
10. Indemnification and Hold Harmless. ................................................................................... 6
11. Insurance.............................................................................................................................. 6
12. Access to Records................................................................................................................ 6
13. Non-Assignability................................................................................................................ 6
14. Changes to Scope of Work. ................................................................................................. 7
15. Ownership of Documents. ................................................................................................... 7
16. Termination.......................................................................................................................... 7
17. Compliance with Laws, Rules, and Regulations. ................................................................ 8
18. Exhibits Incorporated........................................................................................................... 8
19. Independent Contractor........................................................................................................ 8
20. Integration and Entire Agreement........................................................................................ 8
21. Jurisdiction and Venue......................................................................................................... 8
22. Severability .......................................................................................................................... 9
23. Notices. ................................................................................................................................ 9
24. Nondiscrimination................................................................................................................ 9
25. Conflict of Interest. ............................................................................................................ 10
26. Headings. ........................................................................................................................... 10
27. Attorneys’ Fees.................................................................................................................. 10
28. Non-Exclusive Agreement................................................................................................. 10
29. Rights and Obligations Under Agreement......................................................................... 10
30. Licenses.............................................................................................................................. 10
31. Counterparts....................................................................................................................... 10 DRAFT
Form: Professional Services Agreement v. October 2023 Page 3 of 16 Ausonio 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 Ausonio Inc.
June 2024
AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN
THE CITY OF SALINAS AND AUSONIO INC.
This Master Service Agreement for Professional Services (the “Agreement” and/or “Contract”) is made and entered into this 18th day of June 2024, between the City of Salinas, a California Charter city and municipal corporation (hereinafter “City”), and Ausonio Inc. a California corporation (hereinafter “Consultant”).
RECITALS
WHEREAS, Consultant represents that he, she, or it is specially trained, experienced, and competent to perform the special services which will be required by this Agreement; and WHEREAS, Consultant is willing to render such professional services, as hereinafter defined, on the following terms and conditions.
NOW, THEREFORE, City and Consultant agree as follows:
TERMS
1. Scope of Service. It is understood by the City and Consultant that Consultants performs or secures the performance of Project Management and Construction Management, and related services for the City on an on-going basis. On each occasion Consultant performs services for the City, Consultant shall advise the City in writing of the scope of services to be provided and the cost of, and estimated time to perform services. Consultant shall not proceed to perform any such service until City and Consultant have established a project cost, a completion schedule and a time period for performance, and the City has given its written authorization to perform. Written approval for performance and compensation may be granted by the 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 Ausonio 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 Ausonio 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.
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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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Form: Professional Services Agreement v. October 2023 Page 8 of 16 Ausonio Inc.
June 2024
(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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Form: Professional Services Agreement v. October 2023 Page 9 of 16 Ausonio Inc.
June 2024
22. Severability. If any part of this Agreement is found to be in conflict with applicable laws, such part shall be inoperative, null and void insofar as it is in conflict with said laws, but the remainder of the Agreement shall continue to be in full force and effect.
23. Notices.
(A) Written notices to the City hereunder shall, until further notice by City, be addressed to:
City Manager
City of Salinas
200 Lincoln Avenue
Salinas, California 93901
With a copy to:
City Attorney
City of Salinas
200 Lincoln Avenue
Salinas, California 93901
(B) Written notices to the Consultant shall, until further notice by the Consultant, be addressed to:
Andrew P. Ausonio, P.E., President
Ausonio Incorporated
11420 A Commercial Pkwy
Castroville, CA 95012
[email protected]
(831) 633-3371
(C) The execution of any such notices by the City Manager shall be effective as to Consultant as if it were by resolution or order of the City Council, and Consultant shall not question the authority of the City Manager to execute any such notice. (D) All such notices shall either be delivered personally to the other party’s designee named above, or shall be deposited in the United States Mail, properly addressed as aforesaid, postage fully prepaid, and shall be effective the day following such deposit in the mail.
24. Nondiscrimination. During the performance of this Agreement, Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, ancestry, creed, sex, national origin, familial status, sexual orientation, age (over 40 years) 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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Form: Professional Services Agreement v. October 2023 Page 10 of 16 Ausonio Inc.
June 2024
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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Form: Professional Services Agreement v. October 2023 Page 11 of 16 Ausonio Inc.
June 2024
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: Andrew Ausonio
Its: President
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Form: Professional Services Agreement v. October 2023 Page 12 of 16 Ausonio Inc.
June 2024
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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Form: Professional Services Agreement v. October 2023 Page 13 of 16 Ausonio Inc.
June 2024
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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Form: Professional Services Agreement v. October 2023 Page 14 of 16 Ausonio Inc.
June 2024
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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Form: Professional Services Agreement v. October 2023 Page 15 of 16 Ausonio Inc.
June 2024
Exhibit B - Fee Schedule
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Form: Professional Services Agreement v. October 2023 Page 16 of 16 Ausonio Inc.
June 2024
DRAFT
PRESENTED TO:
REQUEST FOR QUALIFICATIONS FOR PROJECT
MANAGEMENT, ENVIRONMENTAL SERVICES, CONSTRUCTION
MANAGEMENT, AND INSPECTION SERVICES
FOR
MULTIPLE PUBLIC FACILITIES IMPROVEMENT PROJECTS
May 10, 2024
11420 A Commercial Parkway, Castroville, CA 95012-3214
831.633.3371 Phone | 831.633.3389 Fax | www.ausonio.com
PROPOSAL &
QUALIFICATIONS
MONTEREY CONFERENCE CENTER CM
City of Salinas
Community Development Department
65 West Alisal Street
Salinas, CA 93901
TABLE OF CONTENTS
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
1 | Cover Letter of Introduction and Executive Summary Page 04 2 | Firm Experience and Qualification Page 06
Firm Background / Description of Services Page 06
Team Qualifications Page 07
Relevant Projects Page 08
Sample Documents Page 12
Resumes Page 13
3 | Fee Structure Page 21
Rate Sheet Page 21
Sample Billing Page 22
4 | General Contract Requirements Page 24
Proof of Insurability Page 25
Concurrence with contract provisions Page 24
APPENDIX Page 26
The Ausonio team were instrumental in the success
of the project, which had an extremely aggressive
schedule and constrained budget... We appreciate
Ausonio Inc. and their several years of effort on the
Freeman Stadium renovation.”
- Jack E. Andersen, AIA, NCARB, LEED AP, FMP
Director of Architecture, CSU Building Official
CSU Office of the Chancellor
CSUMB FREEMAN STADIUM CM
1 | COVER LETTER
May 10, 2024
Attn: Francisco Brambila, Acting Housing Planning Manager City of Salinas
Community Development Department
65 West Alisal Street
Salinas, CA 93901
RE: RFQ for PM, Environmental, CM, and Inspection Services Dear Mr Brambila :
Thank you for inviting Ausonio Incorporated to offer our professional services to the City of Capitola. As a local firm based within Monterey County, we are honored for the opportunity to partner with you to enhance this vibrant community. Over our 65-year history, the Ausonio family has designed, constructed, and invested in local properties and surrounding communities to enhance the area at large.
Client: Exceed expectations from kickoff through closeout via continual collaboration Safety: Ensure the safety of our workforce, project partners, and the general public Quality: Build it right the first time
Controls: Combine communication with innovation to deliver on time and on budget Motto: Teamwork makes the dream work!
We have a highly experienced and capable staff that are prepared to make this a successful project for the City. We invite you to review pages 8 through 11 to review relevant project experience, which includes the $70M Cal State University Monterey Bay Student Union Building, which used the DesignBuild delivery method and was awarded the 2022 DBIA National Merit Award. In addition, Ausonio and its team members have a history of outstanding project achievement, including the Design-Build CSUMB College of Arts, Humanities & Social Sciences as well as the award-winning Freeman Stadium for Monterey Bay F.C which was named one of the 2023 APWA Monterey Bay Projects Of The Year.
Ausonio would like to be considered for Focus Areas 1 (Project Management) and 3 (Construction Management). We believe our qualifications and experience detailed in this proposal will align with these services. Pam Lapham, senior project manager, will be the main point of contact for all questions about this proposal.
We have the availability and time to dedicate personnel and resources necessary to provide oncall services.
We hereby acknowledge that all members of our team have received, reviewed, and understand the Request for Qualifications, Addenda and all associated documents. Please accept the following proposal in response.
Respectfully submitted,
Andrew P. Ausonio, P.E.
President, AUSONIO INCORPORATED
Main Office:
11420 A Commercial Pkwy
Castroville, CA 95012
(831) 633-371 office
(831) 633-3389 fax
FEIN : 77-0360208
Point of Contact:
Pam Lapham, AICP
Senior Project Manager
[email protected]
(831) 633-3371
Authorized Executor:
Andrew P Ausonio, P.E
President
[email protected]
(831) 633-3371
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
“Ausonio met every schedule, even with the changes we
introduced during construction, of which there were
many. In one span of time, Ausonio completed 72 rooms
in 18 days… We are very pleased with the work done by
Ausonio and recommend them highly for your project.”
- Janine M Chicourrat
General Manger
Portola Hotel & Spa
PORTOLA HOTEL & SPA
2 | FIRM EXPERIENCE & QUALIFICATIONS
FIRM BACKGROUND
Founder, Andrew E. Ausonio built a reputation for excellent quality and expertise in development and construction. Now in its second generation, the company, headed by Andrew P. Ausonio, a licensed engineer, continues this tradition as one of the most respected full-service construction firms throughout its 60+ years of existence in the region offering Design, Construction Management, Lease-leaseback, General Contractor services, and more.
Collaboration with The City
Our internal slogan here at Ausonio is “Teamwork Makes the Dream Work”. We believe that a shared vision, effective communication, and trusting our partners will ensure a successful – and enjoyable – project experience .
We work with clients to develop customized project approaches that help control costs while maintaining project quality. Our 65-year history as a design-builder allows for us to understand the perspectives of all parties in a project, and help to develop methods to align everyone's incentives towards the project good. Through our oncall and staff extension work with agencies, we seek to identify and mitigate project risks to avoid impacts. For some clients, the savings created through our involvement has exceeded our entire fee for the engagement.
Our award-winning team has served in Monterey as well as San Benito and Santa Cruz Counties for over six decades. During this time, our commercial construction company has won a series of prized awards, such as the Excellence in Design award granted by the American Buildings Company, The Constructor Award for Techniques And Innovation In Construction materials awarded by California’s AGC and the Tilt-Up Achievement Award. These prizes, the solid portfolio, and our track record - along with our numerous customer testimonials and reviews - make us believe that we are truly the best in our industry.
Name of Firm: Ausonio Incorporated
General Services:
Construction Management
Project Management
General Contracting
Carpentry
Experience:
Design Build
Design Assist
Lease-Leaseback
Public Works
DSA
OSHPD
Established: 1959
Place of Business & Local Office:
11420 A Commercial Parkway
Castroville, CA 95012
We always put quality first, as we believe that
customer satisfaction should be the ultimate
goal of every construction company.
TRUSTED LEADER IN SINGLE-SOURCE DESIGN AND
CONSTRUCTION ON THE CENTRAL COAST AND BEYOND! 1959
SINCE
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
Taryn Ordonio
Project Engineer
4 Years Experience
3 Years with Ausonio
Marty Frankis
Scheduling and Budget
Expert
Steve Pichler
Project Manager
11 Years Experience
3 Years with Ausonio
Jen Dreyer
Project Manager
17 Years Experience
1 Years with Ausonio Pam Lapham, AAICP
Sr Project Manager
25 Years Experience
7 Years with Ausonio
Brian Tracy, P.E., CCM
Principal-in-Charge
20 Years Experience
4 Years with Ausonio
COMPANY ORGANIZATION
TEAMWORK MAKES
THE DREAM WORK
Ausonio has the ability to provide staff as necessary to ensure a successful project. Our Project Managers (PMs), Project Engineers (PEs) and superintendents meet weekly to share collective knowledge, experience and project status.
Because of this sharing of information, the PMs and PEs can get up to speed quickly as back-ups, if needed. Our team’s depth of knowledge and locality allows us to dispatch at a moment’s notice, any of our leading experts to assist with any of the complex issues that might arise.
Ausonio uses a team approach to leverage our depth of inhouse expertise to bring maximum value to our clients.
Listed below are the other members of the Ausonio Team
that are available to the above project team for additional support as needed.
Experience with Various Municipalities
Brian Tracy, P.E., CCM, Principal-in-Charge
CSUMB
County of Monterey
Monterey Peninsula College
Monterey Peninsula Regional Parks District
Pam Lapham, AAICP, Sr Project Manager
Monterey Peninsula Regional Parks District
Alisal Union School District
County of Monterey
Jen Dreyer, Project Manager
Alisal Union School District
CSUMB
Monterey Peninsula Regional Parks District
Steve Pichler, Project Manager
CSUMB
Monterey Peninsula Regional Parks District
Taryn Ordonio, Project Engineer
CSUMB
Alisal Union School District
Monterey Peninsula Regional Parks District
EXECUTIVES
Andrew Ausonio, P.E. President
Samuel Phillips COO/ Sr. Project Manager
GENERAL CONTRACTING DIVISION
Troy Fink Sr. Project Manager
Kerry Adkinson Project Manager
Jimmy Rodriguez Asst. Project Manager / Estimator
Rhonda Wallace Sr. Project Engineer
Cameron Caviness Project Engineer
Amanda Ausonio Project Engineer
CONSTRUCTION DIVISION
Brian Tracy, P.E., CCM Director of CM
Dustin Conner, CCM Sr. Project Manager
Pam Lapham, AAICP Sr. Project Manager
Steve Pichler Project Manager
Aaron Palma Project Manager
Diane Miller Project Manager
Jen Dreyer Project Manager
Jill Kronick Asst. Project Manager
Gerardo Ramirez Asst. Project Manager
Bryan Martinez Asst. Project Manager
Taryn Ordonio Project Engineer
ACCOUNTING DEPARTMENT
Tatiana Bernal Project Accountant
Jillian Wisniewski Accounting Clerk
Francesca Lizaola Office Administrator
FIELD COORDINATION TEAM
Esperanza Soltero General Superintendent
Mike Ham Field Superintendent
Eric Nielsen Field Superintendent
Jeff LaGrange Field Superintendent
Bradley Ward Field Superintendent
Andy Rojas Foreman
Rick Gonzales Foreman
Leo Parades Foreman
Tony Cerda Foreman
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
RELEVANT PROJECT EXPERIENCE
CSUMB Freeman Stadium
Project Location: 100 Campus Center, Seaside
Start : September 21 ,2021 | Completion : May 7, 2022
Project Cost: $11 M | CM Contract Value: $230 K
For almost 20 years, the stadium sat mostly idle - a desolate slab of concrete - except for hosting graduations for CSUMB students. After the renovation of the stadium houses 90,000 SF of FIFA, USL, and NCAA-approved synthetic turf field, seating for 6,000 people, stadium lighting, Broadcast/Press Box, a beer garden, and renovated offices and field house.
This has become a place to gather the community and
celebrate the diversity and beauty of both the people and place that represent the Monterey Bay.
Minimizing Student & Community Impact During
Construction The stadium’s location on the CSUMB
campus made it easier to isolate construction from the
public. However, the stadium is adjacent to the Otter Sports Complex and the Aquatic Center, requiring the team to
coordinate with the University to ensure students could continue using these facilities unimpeded.
Some of the largest challenges included:
Multiple owners – managing the needs, wants, and
expectations of both the university and MBFC leadership.
Non-construction owner – MBFC was not experienced with
the many requirements of building on state property. The project team worked collaboratively to identify best value solutions to each issue that arose during the design,
permitting, construction, and closeout process.
Utility coordination – the existing infrastructure had been installed by the US Army in the days of Fort Ord. The entire electrical and lighting system were replaced from scratch, and proactive communication with PG&E allowed for
equipment and activation to occur without critical path impacts. Similarly, partnering-based outreach with the
Marina Coast Water District allowed for productive
agreements on the design and on-time inspections of the completed work.
Ausonio Inc’s Role: Construction Manager
Team Members:
Brian Tracy, PE, CCM - Capital Programs Manager
Steve Pichler - Project Manager
Owner & Contact:
CSUMB Campus Planning & Construction
Julie Wyrick , Director 831-582-3700 [email protected]
Architect & Contact:
HOK—Edward Mills 415-356-8510
“We now have the best soccer facility in the CCAA
conference and likely in the entire NCAA DII.”
– Kirby Garry, CSUMB Athletics Director
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
The project consisted of a phased renovation to the existing CSUMB Otter Express dining facility. The scope of
improvements included new kitchen equipment, code
upgrades, private dining, a new bar, a modernized seating area, and site accessibility updates.
A traditional full interior renovation and code upgrade would have taken the facility offline for an entire academic year.
Instead, the construction management team developed a
phased approach to the improvements that achieved all
project goals while keeping the building in operation to serve the CSUMB community.
One of the key scope elements was an upgrade to the
building’s fire alarm system. Rather than replace portions of the system during each phase, the entire system was
upgraded during the initial phase. This required significant advance coordination between the design team and
University to commit to the configuration and layout of all walls, equipment, and furniture so that the upgraded system would contain all of the devices that would be needed at the end of the project.
Some of the largest challenges included:
Interior renovations always carry the risk of unanticipated concealed conditions that are not discovered until work is underway, which was the case here. Because time was of
the essence to reopen after each break, the team partnered with the local deputy State Fire Marshal to create phased permitting reviews that allowed portions of work to proceed while others were awaiting approval.
The other significant challenge was that of extremely longlead times for equipment, particularly. Rather than delay the project, the project team worked with the vendor to
reconfigure existing equipment and bring in temporary
equipment from other campus locations until the new
equipment was available. As new pieces of equipment
arrived, the construction team installed them during nights and weekend closures to avoid service interruptions.
CSUMB Otter Express
RELEVANT PROJECT EXPERIENCE
Project Location: 100 Campus Center, Seaside
Start : 12/2/2021| Completion : 03/17/2023
Project Cost: $1,508,000 | CM Contract Value: $83,000
Ausonio Inc’s Role: Construction Manager
Team Members:
Brian Tracy, P.E., CCM—Capital Programs Manager
Steve Pichler– Project Manager
Taryn Ordonio—Project Engineer
Marty Frankis—Scheduling and Budget Expert
Owner & Contact:
CSUMB Events, Facility Operations and Contracted
Services—Teresa Slaton 831-772-7021 [email protected]
Architect & Contact:
Omniplan, Inc—Neysha Rios 214-826-7080
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
RELEVANT PROJECT EXPERIENCE
Encompass Si Se Puede
Project Location: 161 Miles Lane, Watsonville
Start : 2023 | Completion : 2024 (Projected)
Project Cost: $12.5 M | CM Contract Value: $389,788
Brief Scope: Construction Management Services for the construction of a new state-of-theart behavioral healthcare facility to include : A 7,766 square foot Residential Treatment building with capacity for 30-beds, a fully equipped clinic, a dedicated client intake room, three large group counseling rooms, two smaller counseling rooms, a client computer-use space, an outdoor courtyard, an industrial kitchen and spacious dining and recreational area, and a 3,864 square foot Outpatient Treatment building with four large group counseling rooms, electronically equipped classroom, five smaller counseling rooms, a medical clinic and a welcoming reception and waiting room area, as well as family areas and spaces for ongoing recovery support.
This project was the recipient of several state and federal grants. Ausonio assisted with grant application reviews, meetings with agency staff, setting up audit tracking systems, creating milestone schedules, cash flow projections, preparing draws, mandatory reporting, and incorporating grant requirements into construction contracts as required.
Ausonio Inc’s Role: Construction Manager
Team Members:
Brian Tracy, P.E., CCM - Principal
Jen Dreyer - Project Manager
Marty Frankis - Cost Estimating
Owner & Contact: Encompass Community Services
Linda Alves, COO | 831-261-4866 [email protected] Alisal Union School District Maintenance
Project Location: Various Locations—Salinas, CA
Start : Summer 2023 | Completion : Summer 2024
Project Cost: $3,740,025 | CM Fee: $302,717
Brief Scope: Program manager for deferred maintenance projects at multiple elementary schools during summers 2023 and 2024.
The scope of work consisted of Priority 1 deferred maintenance improvements at five elementary schools. The budget for these improvements was $1,022,409. Ausonio served as the District’s representative in all aspects of project execution. We provided reports of project status to District leadership, and identified problems and issues encountered in accomplishing the work and recommended the appropriate action for resolution of problems to minimize impact to the completion schedule.
Ausonio Inc’s Role: Construction Manager
Team Members:
Brian Tracy, P.E., CCM - Principal
Pam Lapham, AAICP - Program Manager
Jen Dreyer - Project Manager
Taryn Ordonio - Project Engineer
Owner: Alisal Union School District - Rais Abbasi, Associate Superintendent of Business Services | 831-753-5700 ext. 2033 [email protected] City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
RELEVANT PROJECT EXPERIENCE
CSUMB Otter Student Union
Project Location: 100 Campus Center, Seaside
Start : 2020 | Completion : 2022
Project Cost: $71 M | CM Contract Value: $450 K | Savings at Completion: $667,000 Brief Scope: The 71,000 SF building houses activity spaces, meeting rooms, lounges, food service space, campus store, retail space, student government club and organization space and administrative and support spaces. The site posed some major topographic and grading challenges with approximately 24 ft of elevation change. The building siting captures sustainability best-practices with daylighting and a design that yields a relationship of indoor and outdoor gathering space and provides a welcoming transition from the Main Quad.
The building is certified LEED Silver.
Ausonio also managed the successful negotiation of all final claims, including a global delay from the COVID emergency.
Ausonio Inc’s Role: Construction Manager
Team Members:
Brian Tracy, P.E., CCM - Capital Program Manager
Taryn Ordonio - Project Engineer
Owner & Contact: CSUMB - Julie Wyrick 831-582-3700 [email protected] Architect: HGA
CSUMB Chapman Science Center HVAC & Electrical Upgrades Project Location: 100 Campus Center, Seaside
Start : 2022 | Completion : 2023
Project Cost: $3.5 M | CM Contract Value: $69,360
Brief Scope: These two combined projects provided critical upgrades and modernization for the fire alarm and HVAC systems at the CSUMB Chapman Science Center. The project also furthered the CSUMB sustainability and climate goals by replacing natural-gas HVAC units with new models served by the campus hot and chilled water loop system.
Ausonio provided design oversight, permitting management, procurement, construction management, and commissioning coordination. The specialty contractors were Central Electric and FM Booth. The success of the project required close collaboration with the leadership of the CSUMB Department of Science to ensure no impacts to ongoing experiments and research.
Ausonio Inc’s Role: Construction Manager
Team Members:
Brian Tracy, P.E., CCM - Capital Program Manager
Steve Pichler - Project Manager
Taryn Ordonio - Project Engineer
Owner & Contact: CSUMB—Julie Wyrick 831-582-3700 [email protected] Architect: Axiom Engineers
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
These will be available in larger scale in the appendix.
DOCUMENT SAMPLES
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
Project Flight Gauge
Contract Summary
Value Engineering Worksheet
Brian is a thorough, organized project manager with diverse experience, including utilities, public, education, municipal, and transportation projects.
He has served as project controls manager for large capital program teams, shaping the project specifications and managing the design and construction schedules. His depth of experience in schedule analysis and cost management ensure that tight budgets and schedules are met while keeping clients and user goals the top priority. Brian is a leader within Ausonio in managing project controls and providing training and development to others both within and outside the firm. His technical expertise and clear communication style allow him to translate complicated engineering issues to everyday terms. He excels in brokering agreements on the toughest of projects with a combination of deep technical understanding and dedicated focus on achieving consensus. Brian’s affinity for projects that benefit the public make him a conscientious, committed manager who ensures a smooth and efficient project delivery.
California State University Monterey Bay Capital Projects, Marina, CA ($125M)
Provided campus planning, construction project management, and facilities improvement management duties for CSU Monterey Bay. Coordinated with internal campus stakeholders, facilities & planning department leadership, and construction teams, including active management of in-house trades. Projects ranged from minor upgrades to major multi-million-dollar campus capital improvements.
Encompass Community Services Si Se Puede, Watsonville, CA ($13M) Role: Project Executive & Grant Management
New behavioral health campus featuring 12,000 SF of space across two buildings, retaining walls, sitework, and landscaping. Provided client management and day-to-day project management oversight, including support for public outreach and grant administration.
Alisal Unified School District, Salinas, CA ($20M)
Role: Program Executive
Reconstruction of existing elementary school and district-wide deferred maintenance program. Provided client management and oversight of project management team.
Monterey Peninsula Regional Parks District: Carmel Valley, CA ($5M) Role: Project Executive
Addition of new hiking trail head, public transportation area, multipurpose pad as well as new community restrooms. Preparing, scheduling, coordinating, monitoring and documenting progress of project. Addition of new hiking trail head, public transportation area, multipurpose pad as well as new community restrooms.
PRIMARY OFFICE
11420 A Commercial Parkway
Castroville, CA 95012
831-262-8641
[email protected]
EXPERIENCE
Ausonio Incorporated
June, 2020 – Present
Director of Construction Management
Since 2005 :
Cotter Consulting, Inc.
McDonough Bolyard Peck, Inc (MBP)
Peter Kiewit Sons’
EDUCATION
B.S. in Civil Engineering
University of Notre Dame (2005)
CERTIFICATIONS
Licensed Professional Civil
Engineer in AZ, IL, and NC
Certified Construction
Manager, CMAA
OSHA 10-Hour
Construction Training, 2020
Trained in Procore
Brian Tracy, P.E., CCM
Principal in Charge
ENCOMPASS SI SE PUEDE CSUMB STUDENT HOUSING JOHN STEINBECK ELEMENTARY City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
Pam is a Project Manager with Ausonio Incorporated and has been in the Construction Industry for almost 30 years. She is a dedicated, team-focused and results-based team member that values collaboration and client satisfaction over everything.
New Wellness Center at Salinas Education Center | Salinas, CA ($1,500,000)
Project management during preconstruction of new wellness center.
New Classrooms & Administration Buildings at Alisal Community School Salinas, CA ($16,000,000)
Construction management of 20,120 square feet buildings plus site improvements under the lease leaseback delivery method.
Demolition at Alisal Community School | Salinas, CA ($1,100,000) Construction management of demolition of two existing buildings and utilities.
Multi-Purpose Room Interior Improvements at Cesar Chavez Elementary Salinas, CA ($100,000)
Construction management of interior improvements to remove table pocket walls and refresh finishes & trim.
Multi-Purpose Room Interior Improvements at Creekside Elementary Salinas, CA ($100,000)
Construction management of interior improvements to remove table pocket walls and refresh finishes & trim.
Multi-Purpose Room & Classroom Improvements at Virginia Rocca Barton Elementary | Salinas, CA ($100,000)
Construction management of interior improvements to refresh finishes and build back wall removed during abatement.
Exterior Site Improvements at John Steinbeck Elementary and Virginia Rocca Barton Elementary | Salinas, CA ($300,000)
Construction management of site improvements that included patching of asphalt, slurry, sealing, and striping.
Roofing Repair Monterey Bay Air Resources District
Monterey, CA ($365,000)
Construction management of roofing membrane application and coping cap replacement.
Emergency Abatement and Roof Repair at Virginia Rocca Barton Elementary School Center | Salinas, CA ($65,000)
Construction management of emergency mold abatement and roofing repairs at two classrooms.
Contact Information
Phone: 831-288-8177
Email: [email protected]
Previous Experience
2013 – 2022 | CSUMB
Various Positions:
Senior Budget Analyst
Capital Projects Manager
Capital Projects Coordinator
2005 – 2013 | PMC
Associate Planner
Assistant Planner
Education
2002 Monterey Peninsula College –
Ornamental Horticulture
1995 California Polytechnic State
University - Soil Science Major
1991 College of Alameda. Associate of
Arts - Social Science
Certifications
2022 American Institute of Certified
Planners
2019 A Critical-to- Quality Tree Training
Organizations
2018 APWA Project of the Year Award
of Merit for the 8th Avenue/InterGarrison Road Roundabout Project Pam Lapham, AAICP
Sr Project Manager
CESAR CHAVEZ ELEMENTARY CSUMB INTERGARRISON ROUNDABOUT JOHN STEINBECK ELEMENTARY City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
Results-driven & passionate professional with 20+ years of expertise in team leadership, project management, financial planning, and facilities maintenance. Demonstrated expertise in overseeing maintenance, construction, and security activities for large-scale organizations. forwardthinking & adaptable communicator who nurtures relationships with staff, contractors, and other stakeholders to build effective solutions and navigate all phases of large- scale projects. Strategic & open-minded problem solver who thrives in fast-changing environments, adheres to deadlines and budgets, and successfully balances competing priorities to achieve customer satisfaction. Committed to delivering exceptional service and driving continuous improvement initiatives.
Encompass Community Services Si Se Puede, Watsonville, CA Role: Project Manager
New behavioral health campus featuring 12,000 SF of space across two buildings, retaining walls, sitework, and landscaping. Provided overall project management and construction management services, including renovation of temporary program facility location and relocation management for client.
Various Projects, California State University Monterey Bay, Marina, CA Role: Project Management
Provided planning, design, permitting, construction, and commissioning management for multiple projects at CSU Monterey Bay. Coordinated with internal campus stakeholders, facilities & planning department leadership, and construction teams, including in-house trades. Projects ranged from minor upgrades to major multi-million-dollar campus capital improvements.
Deferred Maintenance Improvements at Various Schools, Alisal Unified School District, Salinas, CA
Role: Project Management
Provided planning, scoping, procurement, and construction management for multiple deferred maintenance projects across Alisal Unified School District. Coordinated with district leadership, school leadership, and maintenance staff.
Education Structure at Garland Regional Park, Monterey Peninsula Regional Parks District, Carmel Valley, CA
Role: Project Management
Provided planning, design, permitting, procurement, construction, management for a new outdoor education pavilion at Garland Regional Park. Coordinated with district leadership, ranger staff, modular structure vendor, and design firm to ensure budget and schedule compliance and the safety of the visiting public.
Contact Information
Phone: 831-233-2389
Email: [email protected]
Previous Experience
2007-2023 | Monterey Bay Aquarium
Manager of Facilities
Facilities Project Manager
Systems Operator
Education
Master Of Science in Marine Science in
Paleoceanography, Moss Landing
Marine Laboratories
Marine Advanced Technology
Education in Robotics & Mechanics,
Monterey Peninsula College
Bachelor Of Science in Marine Biology,
UC Santa Cruz
Certifications
Licensed Drone Pilot, FAA
Associate Constructor, CPC
LEED Green Associate
Systems Operator I & II
Jen Dreyer
Project Manager
CSUMB CHAPMAN SCIENCE CENTER HVAC ENCOMPASS SI SE PUEDE JOHN STEINBECK ELEMENTARY City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
Steve has been a valued Ausonio employee since 2021: He is a result focused professional specializing in all aspects of remodeling and construction with a competitive spirit, a high degree of flexibility, and a tolerance for change. Steve has proven to be extremely focused on overseeing multiple projects, and ensuring that policies and procedures are followed while staying under budget and finishing the projects on or before schedule.
RELEVANT EXPERIENCE
SLVUSD New CTE Buildings SLVUSD | Felton, CA ($10M)
Construction Manager oversight on two (2) new Career Technical buildings. The first is the Software and Development CTE building (4,800 SF), and the second is the Agri-Science CTE building (4,320 SF). The project includes all associated site work, utilities and site improvements.
SLVUSD Middle School TI | San Lorenzo Valley CA ($10M)
Project Manager Complete renovations of 7 buildings including new fire alarm, hvac, interior finishes, casework restrooms, site work, roofs, paint, windows, and doors. Coordinating multiple phases while school is currently in session.
CSUMB Monterey Bay Football Club Stadium | Seaside, CA ($11M) Project Manager oversight on 6000-person capacity professional soccer stadium renovation.
CSUMB Minor Projects | Seaside, CA
Athletics Field Turf Upgrades, Aquatics Center Renovation, Athletics Streaming Video Infrastructure, HVAC upgrades on multiple buildings, Fire Alarm upgrades on multiple buildings
Marina High School TI | Marina, CA ($12M)
Complete renovation of 3 buildings. New science building, new chemistry building, and a new library.
MCDC | Marina, CA ($9M)
Electrical upgrade including new switch gear , PG&E pole, and new breaker panels throughout entire school. Including 2 new portables for classrooms, and new landscaping and slurry throughout entire school.
Contact Information
Phone: 408-931-0501
Email: [email protected]
Previous Experience
2020–2021 | RGMKramer
Project Manager
2018-2022 | Visions Made Simple
Owner
2017-2018 | Steinwinder Remodeling
and Construction
Residential Construction Superintendent
2013-2017 | Carmel Partners
Regional Project Manager
Certifications
EPA Universal Certified
EPO Proctor
CPO
OSHA - 10
Skills
Microsoft Office Suite
Steve Pichler
Project Manager
CSUMB BLDG 36 SLV NEW CTE BUILDINGS CSUMB FREEMAN STADIUM City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
Taryn has been a valued Ausonio employee since 2021, some duties include : Prepare preliminary list of subcontractors/suppliers to obtain price quotations (Bids or RFCO’s) for verification by others, Solicit bids and prepare/obtain all required documents for bid submission, Set up complete project in appropriate management system, Prepare rough and final draft of subcontracts and RFCO’s for review and approval, Manage project’s document control system including but not limited to submittals, schedules, RFI’s, contracts, files, databases and associated project reports for accuracy and completeness, Transcribing project meeting notes, punch lists, RFI, etc. prepared by others, Distribute schedules and schedule updates prepared by others, coordinates various construction project documentation, including bid packages; interacts with subcontractors, foreman and consultants on projects. Conducted on-site visits on newly assigned accounts to evaluate progress.
RELEVANT EXPERIENCE
CSUMB Student Union - Marina, CA ($71M)
Project Engineer - Construction of a new approximately 137,000 square foot, 3 story Student Union building on the campus of CSUMB. Building includes bookstore, ballroom, food service, convenience store, meeting rooms and offices. Services include project coordination, documentation and reporting.
CSUMB Minor Projects | Seaside, CA
Project Engineer - Athletics Field Turf Upgrades, Aquatics Center Renovation, HVAC upgrades on multiple buildings, Fire Alarm upgrades on multiple buildings. Preparing, scheduling, coordinating, monitoring and documenting progress of project
Alisal Union School District: Salinas, CA ($20M)
Project Engineer - Reconstruction of existing elementary school and districtwide deferred maintenance program. Preparing, scheduling, coordinating, monitoring and documenting progress of project.
Monterey Peninsula Regional Parks District: Carmel Valley, CA ($5M) Project Engineer - Addition of new hiking trail head, public transportation area, multipurpose pad as well as new community restrooms. Preparing, scheduling, coordinating, monitoring and documenting progress of project.
Addition of new hiking trail head, public transportation area, multipurpose pad as well as new community restrooms.
Contact Information
Phone: 831-224-3034
Email: [email protected]
Experience
2021– Present
Project Engineer
Previous Experience
2020–2021 | Classic Kitchens
Project Manager
Education
Monterey Peninsula College
Certifications
CMIT 4
OSHA-10
Procore
Organizations
APWA
Taryn Ordonio
Project Engineer
CSUMB OTTER STUDENT UNION MPRPD PROJECT B CSUMB BLDG 37 City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
FRANKIS CONSULTING HIGHLIGHTS
Estimating (Conceptual / SD / DD / CD-Level estimates) Owner's Representative
Project Controls
Project Management
Specification writer (Work Scopes)
Experience in the following project types:
31 Years Construction Experience
EDUCATION
Bachelors of Science Liberty
University – Lynchburg, Virginia
WORK HISTORY:
• 1985 - 1987 - Laborer /
Carpenter / Carpenter Foreman /
Superintendent
• 1987 - 1989 - Leopardo
Companies - Carpenter / Carpenter
Foreman
• 1989 - 1991 - Leopardo
Companies - Project Manager /
Estimator
• 1991 - 1998 - Leopardo
Companies - Estimator / Sr.
Estimator
• 1998 - 2000 - G.A. Johnson - Chief
Estimator
• 2000 - 2009 - Leopardo
Companies - Sr. Estimator
• 2009 - present - President of
Frankis Consulting.
o Healthcare
o Retirement Communities
o Multi-Family high& low rise
o Youth Homes
o Airports
o Libraries
o Public Safety / Courts
o Higher Education
o K - 12 Education
o Municipal / Infrastructure
o Retail
o Office-Warehouse
o Churches / Worship Facilities
RELEVANT EXPERIENCE– Local / Municipal
Encompass Community Services Si Se Puede, Watsonville, CA Role: Estimating and Scheduling Consultant
New behavioral health campus featuring 12,000 SF of space across two buildings, retaining walls, sitework, and landscaping.
CSUMB, Various Projects, Marina, CA
Role: Estimating and Scheduling Consultant
Aurora Police Headquarters and Branch Court Facility, Aurora, IL Role: Preconstruction - Scheduling & Budgeting
$ 71 Million, LEED Gold, 160,000-SF main police building, 40,000-SF training and support facility, and 200,000-SF parking deck on 25 acres Police headquarters and courts facility includes state-of-the-art 911 call center, Jail / detention areas, fitness area, gun range, forensics lab, administrative and public areas. Built to a "first-responder" level of construction.
Niagara Region Police Headquarters, Niagara Falls, Ontario Role: Estimating
$ 75 Million, 226,000-SF Police Headquarters with multi-campus support facilities. Provided conceptual estimating and budgeting along with comparison costs to similar facilities.
Kane County Firing Range Facility - Geneva, IL
Role: Preconstruction - Budgeting & Peer Review
Precast concrete building addition to the existing Kane County Sheriff's facility. Complete tactical range with moving targets safety baffles, bullet traps, specialty lighting and HVAC systems for a state-of -the-art facility.
MARTIN D. FRANKIS
Scheduling & Budget Expert
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
Brian Tracy, PE, CCM
- PrincipalPam Lapham - Sr Project ManagerJen Dreyer - Project ManagerSteve Pichler - Project ManagerTaryn Ordonio - Project EngineerMarty Frankis - Schedule & Cost Responsibility Matrix
Project document management. X X X X
Run coordination meetings including tracking action items. X X X X Utility provider coordination. X X X X
Obtain permits needed for the project. X X X X X
Monitor the design process. X X X X
Verify design conformity to the owner’s programs. X X X Update project schedule as the design progresses. X X X X X Provide monthly status reports. X X X X X
Perform value engineering and cost estimating of the project at 50% and 90% design. X X X X X Review the design for constructability. X X X
Maintain quality assurance and quality control of the construction documents. X X X X Design, Plans, and Specifications services to be requested: Architectural, Engineering, Land Survey, Geotechnical Investigation, Landscaping and Irrigation, Photometric Bid Documents Preparation including: Preparation of plans and specifications, bid documents, and construction and/or demolition projects X X X X Management of bid solicitation process. X X X X
Review submitted bids for consistency with plans and specifications and provide recommendation to City staff. X X X X X
Construction administration. X X X X
Review and process submittals. X X X X
Tracking contract time. X X X X X
Field Inspection including specialty inspections and QSP inspections.
Labor compliance monitoring including Davis-Bacon and/or State Prevailing wages (whichever is applicable) and benefits. X X X X
Knowledge of Federal and State project requirements (Section 3, MBE/WBE, Minority and Women’s Business Outreach, Equal Employment Opportunity, etc.) X X X X X Review and certify contractor progress payments. X X X X X X Prepare and/or review change orders or construction change directives. X X X X X X Inspect for substantial and final completion. X X X X
Authorize minor changes that do not affect the contract time or project price. X X X Close-out project. X X X X
Recommendation of project acceptance. X X X X
No in-house design. Will manage design performed by others, and can procure as subconsultant as needed
May partner with subconsultants for speciality inspections and QSP depending on project needs
Focus Area 3 - Construction Management Focus Area 1 - Project Management
RESPONSIBILITY MATRIX
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
“The Ausonio Team was pro -active in identifying issues in the drawings; they came to the table with solutions to
those issues; and they considered every details… While
many contractors spend time pointing at the designers for inadequate drawings, the Ausonio team brought a problem solving attitude to the team and took ownership of the
project and its outcome…I am happy to recommend his
team as a quality, local general contractor.”
- Betsy, Wilson
Director of Housing Development
MidPen Housing Corporation.
MOON GATE PLAZA
3 | FEE STRUCTURE
Program and Construction Manager Rate Schedule
Personnel Rates: Per Hour
Principal $ 260
Project Director $ 213
Program Manager $ 198
Senior Project Manager / Construction Manager $ 182
Project Manager / Construction Manager $ 156
Assistant Project Manager $ 135
Project Engineer $ 115
Scheduler/Estimator $ 185
Quaility Assurance / Superintendent $ 161
Architect $ 225
Designer $ 156
Project Accountant / Coordinator $ 100
Project Administrative Assistant $ 90
Reimbursable Expenses:
Cost Plus 15%
11420 A Commercial Parkway, Castroville, CA 95012 www.ausonio.com NOTE: 1.)All rates shown above are regular rates; If work is required during off hours, the appropriate overtime rate will be charged accordingly. 2.) 4% annual rate increase will be applied at 1st of each year. 3.)Ausonio will provide employees with phone and computer. All other expenses will be supplied by owner or reinbursed as a cost to the project such as but not limited to; office space, desks, printer, utility costs, etc.
FEE STRUCTURE
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
BILLING SAMPLE
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
A full copy will be available in larger scale in the appendix. “It was nothing short of a miracle and I can't thank you enough for pushing [the Contractor] so hard to get this done at the 11th hour. Your team is amazing and it has
been a pleasure working with all of you and seeing your drive, determination and commitment to get this project where it needed to be for the Party.”
- Doug Phillips
General Manager
Monterey Conference Center
MONTEREY CONFERENCE CENTER
4 | GENERAL CONTRACT REQUIREMENTS
GENERAL CONTRACT REQUIREMENTS
Proof of Insurability. See attached letter from Insurance Carrier.
Concurrence with contract provisions. Ausonio has reviewed the standard City agreement and takes no exceptions to the contract provisions.
City of Salinas
RFQ for PM, Environmental, CM, and Inspection Services
Ausonio Incorporated
Your Partner From Concept Through Completion
Alliant Insurance Services, Inc. 150 Main Street Suite 220 Salinas, CA 93901 PHONE (831) 789-8560 www.alliant.com License No. 0C36861 May 6, 2024
To Whom It May Concern:
RE: Request for Statement of Qualifications
Contractor: Ausonio, Inc.
Project: The City of Salinas
Multiple Public Facilities Improvement Projects
Please accept this letter as confirmation that Ausonio, Inc. can meet the following insurance requirements for the project referenced above upon contract award:
General Liability Insurance: The Travelers Indemnity Co of Conn. – AM Best: A++ Bodily Injury and Property Damage Liability $1,000,000 per occurrence Bodily Injury and Property Damage Liability $2,000,000 aggregate Automobile Insurance: Travelers Property Casualty Ins. – AM Best: A++ Combined Single Limit (Symbol 1) $1,000,000 each accident Excess Liability Insurance: Travelers Property Casualty Ins. – AM Best: A++ Bodily Injury and Property Damage Liability $10,000,000 per occurrence Pollution Liability Insurance: Indian Harbor Insurance Company – AM Best: A+ XV Bodily Injury and Property Damage Liability $2,000,000 per occurrence Ausonio also has the ability to acquire any necessary Builder’s Risk coverage for this project based upon hard construction values once details are provided to obtain the coverage.
Should you have any questions, please feel free to give us a call at (831) 789-8560.
Best Regards,
Mark McAuliffe
Vice President/Account Executive
Alliant Insurance Services
APPENDIX
CHARTWELL SCHOOL—LEED PLATINUM
Project Flight Gauge
STATUS PROJECT SCOPE Notes BOARD APPROVALS CONTRACTOR PM LEAD LEAD
CUSTODIAN
DESIGN/PERMIT
STATUS
PROCUREMENT
STATUS
SITE LOGISTICS
PLAN
COMPLETION
DATE
CONSTRUCTION
SCHEDULE RECVD
INSPECTIONS/
SHUTDOWNS?
COMPLETED?
2024 Painting at Fremont and Alisal Schools
Alisal Community School Paint exterior of buildings. Portables (those to remain) and stucco buildings to match Bldg. D colors but with
cream body, red wainscot and gray trim instead of
vertical panels.
Fremont ES Paint Exterior: All bldgs. To match 38 & 39, 8, 7. Bldgs. 26, R-1, 6, 2, 27-33, R1
2024 Siding & Gutters Repairs at Chavez, Frank Paul & VRB Cesar E. Chavez ES Portables: Siding & Trim repairs and replace all gutters & downspouts.
Frank Paul ES Portables: Siding & Trim repairs @ Bldgs. J3, E1, E4, K2 and replace gutter at K2.
Virginia Rocca Barton ES Portables: Siding & Trim repairs at Bldgs. J1, J7. Grind and treat rooting metal frame @ Bldgs. J1, J4; replace gutters at Bldgs. J1-J7; and remove and patch back rotten trim at mansard roof corners at all locations; remove and repair soffit rot at Bldgs. J4 and J1.
2024 Maintenance at Creekside
Creekside ES Siding & skirt repairs at Bldgs. P&K; Paint exterior green trim everywhere, purple doors that are SE facing and
faded, paint portables (Bldgs. R & P) same gray to match stucco buildings and fill cracks; replace all gutters and downspouts at Bldg. P; Slurry and stripe playground and kinder play area.
2024 Maintenance at Oscar Loya
Dr. Oscar F. Loya ES Painting Exterior blue and salmon trim; investigate and repair stucco water damage at floating walls; and remove and replace all existing gutters (22 gauge) with new
leaders and tie into existing schedule 40.
2024 Maintenance at John Steinbeck
John E. Steinbeck ES Siding & Trim/skirt repairs at portables; Paint all exterior buildings except mural.
2024 Sitework at John Steinbeck
Kinder Play Yard Patch & Repair, slurry & seal asphalt in play yard. Separated from courtyard project.
To be bid out as CUPCCA project hopefully for Summer
2024.
Carrol Engineering working on sruvey and plans
TBD TBD Pamela Lapham, Ausonio
Luis Vargas, In Studio (Design)
Pending Design Aug-24 No No
2025 Sitework at John Steinbeck
Courtyard Remove and replace concrete courtyard. Requires redesign to address grade changes and code
requirements. Extends to unloading zone.
Org. Estimate $201,230.
In Studio preparing Design. Survey & Soils Rpt completed.
May need to phase work.
Design mtg. reviewed contraints and issues. Separating out kinder area to bid as CUPCCA.
Courtyard requires total redesign to make code compliant.
Will expand to unloading zone. We have to be constructed TBD TBD Pamela Lapham, Ausonio
Luis Vargas, In Studio (Design)
DSA Required Spring 2025 Aug-25 No Courtyard access No
Testing Testing for lead, asbestos and mold at all school sites in preparation for maintenance work. Maintenanace Contract $18,044. Testing Completed.
Reports Received
Fremont & Steinbeck lead paint Contract $10,510 Testing Completed. Reports Pending.
Alisal portables lead paint Contract $6,500 Testing
Completed. Reports Pending.
Additional lead paint testing at Creekside & Oscar Loya Contract $9,028. Going to Board 3/13
Abatement several locations at Fremont, two spots at
Steinbeck, one downspout at Creekside (disposal). Alisal & additional locations at Creekside & Oscar to be determined.
Maintenance 12/14/2023;
Fremont & Creekside Lead
paint 1/31;
Alisal Portables lead
pending 3/13
Creekside & Oscar Loya
Lead pending 4/3
M3 Environmental Pamela Lapham, Ausonio Varies TBD Pending Board Approval
n/a n/a None No
None No
Org. Estimate $182,835.
Bid 2/28; Apparent low bidder Pro Ex $286,460.
Questionaire completed and reference check yeilded 2
positive responses 2 didn't respond.
Recommend proceeding forward with Board Approval on
4/3
4/3/2024 ProEx
Org. Estimate $480,408. SOW has been revised since N/A Pending Completed 7/28/2024 No original estimate.
Bids 3/14; Primal Paint apparent low bidder $119,160.
Bid Protest because they did not submit Iran Contracting form; however, that form is required for jobs>$1M
Board Approval 4/24
Scheduled for 4/24 Primal Painting Pamela Lapham/Jen Dreyer Pamela Lapham/Jen Dreyer N/A Pending Reference 7/28/2024 No None No Check
Completed
Org. Estimate $656,000. SOW revised since estimate. Added Pamela Lapham/Jen Dreyer N/A Pending Completed paint darker body color to all stucco buildings.
Bid 3/5; Pueblo Construction apparent low bidder
$665,981.43.
Reviewing questionaire & calling references.
Board Approval 4/3 was missed; To be included in 4/24
Board Package
Missed 4/3; Scheduled for
4/24
Pueblo Construction
Org. Estimate $569,000. SOW revised since estimate. Added 4/3/2024 painting darker body color at stucco bldgs and painting portables.
Bid 2/29; ProEx apparent low bidder $738,260.
Questionaire completed and reference check yeilded 2
positive responses 2 didn't respond.
Recommend proceeding with Board Approval on 4/3
ProEx
Org Estimate $321,595.
Bid 2/29 Color New Co apparent low bidder $198,300
Confirm that they are good with the price. Reviewed
questionaire. Reference check yeilded two positive
response and 1 didn't respond.
4/3/2024 Color New Co
7/28/2024 No None No
Pamela Lapham/Jen Dreyer N/A Pending Completed 7/28/2024 No None No Pamela Lapham/Jen Dreyer N/A Pending Completed 7/29/2024 No None No