Mayor and City Council
December 4, 2024

1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. part 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The identified clause is below and Contractor shall comply with the clause and all legal requirements and include the equal opportunity clause in each of its nonexempt subcontracts.
i. The applicant hereby agrees that it will incorporate or cause to be incorporated into any contract for construction work, or modification thereof, as defined in the regulations of the Secretary of Labor at Title 41 C.F.R. Chapter 60, which is paid for in whole or in part with funds obtained from the Federal Government or borrowed on the credit of the Federal Government pursuant to a grant, contract, loan, insurance, or guarantee, or undertaken pursuant to any Federal program involving such grant, contract, loan, insurance, or guarantee, the following equal opportunity clause:

During the performance of this contract, the contractor agrees as follows:
(1) The contractor will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, or national origin. The contractor will take affirmative action to ensure that applicants are employed, and that employees are treated during employment without regard to their race, color, religion, sex, sexual orientation, gender identity, or national origin. Such action shall include, but not be limited to the following: Employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The contractor agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause.
(2) The contractor will, in all solicitations or advertisements for employees placed by or on behalf of the contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
(3) The contractor will not discharge or in any other manner discriminate against any employee or applicant for employment because such employee or applicant has inquired about, discussed, or disclosed the compensation of the employee or applicant or another employee or applicant. This provision shall not apply to instances in which an employee who has access to the compensation information of other employees or applicants as a part of such employee's essential job functions discloses the compensation of such other employees or applicants to individuals who do not otherwise have access to such information, unless such disclosure is in response to a formal complaint or charge, in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or is consistent with the contractor's legal duty to furnish information.
(4) The contractor will send to each labor union or representative of workers with which he has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the contractor's Packet Page. 1333

commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. (5) The contractor will comply with all provisions of Executive Order 11246 of September 24, 1965, and the rules, regulations, and relevant orders of the Secretary of Labor. (6) The contractor will furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation to ascertain compliance with such rules, regulations, and orders. (7) In the event of the contractor's noncompliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, this contract may be canceled, terminated, or suspended in whole or in part and the contractor may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Executive Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulation, or order of the Secretary of Labor, or as otherwise provided by law. (8) The contractor will include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (8) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontractor or vendor. The contractor will take such action with respect to any subcontract or purchase order as the administering agency may direct as a means of enforcing such provisions, including sanctions for noncompliance:

Provided, however, that in the event a contractor becomes involved in, or is threatened with, litigation with a subcontractor or vendor as a result of such direction by the administering agency, the contractor may request the United States to enter into such litigation to protect the interests of the United States.

The applicant further agrees that it will be bound by the above equal opportunity clause with respect to its own employment practices when it participates in federally assisted construction work: Provided, That if the applicant so participating is a State or local government, the above equal opportunity clause is not applicable to any agency, instrumentality or subdivision of such government which does not participate in work on or under the contract.

The applicant agrees that it will assist and cooperate actively with the administering agency and the Secretary of Labor in obtaining the compliance of contractors and subcontractors with the equal opportunity clause and the rules, regulations, and relevant orders of the Secretary of Labor, that it will furnish the administering agency and the Secretary of Labor such information as they may require for the supervision of such compliance, and that it will otherwise assist the administering agency in the discharge of the agency's primary responsibility for securing compliance.

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The applicant further agrees that it will refrain from entering into any contract or contract modification subject to Executive Order 11246 of September 24, 1965, with a contractor debarred from, or who has not demonstrated eligibility for, Government contracts and federally assisted construction contracts pursuant to the Executive Order and will carry out such sanctions and penalties for violation of the equal opportunity clause as may be imposed upon contractors and subcontractors by the administering agency or the Secretary of Labor pursuant to Part II, Subpart D of the Executive Order. In addition, the applicant agrees that if it fails or refuses to comply with these undertakings, the administering agency may take any or all of the following actions: Cancel, terminate, or suspend in whole or in part this grant (contract, loan, insurance, guarantee); refrain from extending any further assistance to the applicant under the program with respect to which the failure or refund occurred until satisfactory assurance of future compliance has been received from such applicant; and refer the case to the Department of Justice for appropriate legal proceedings.

L. Data Collection Requirements – Contractor agrees to collect pre-post data per County, and United States Treasury guidelines and timeline, for project tracking and monitoring and various reporting purposes. Data including, but not limited to: Required Project Demographic Distribution Data; Required Performance Indicators and Programmatic Data; Required Expenditure Report Data; and Required Program Evaluation Data. Contractor agrees to track and monitor data in a quantifiable and reportable database - retrievable collective data that needs to be available to County, State or Federal governments upon request.

M. Data Submission Requirements - Contractor agrees to furnish data to the County upon request, per County, and United States Treasury guidelines and timeline, for project tracking and monitoring and various reporting purposes. Data including, but not limited to: Required Project Demographic Distribution Data; Required Performance Indicators and Programmatic Data; Required Expenditure Report Data; Required Program Evaluation Data. Contractor agrees to track and monitor data in a quantifiable and reportable database - retrievable collective data that needs to be available at request.

N. Project Progress Reporting - Contractor agrees to provide project timeline and progress updates to the City upon request, per County, and United States Treasury guidelines and timeline. Contractor agrees to routine and impromptu program and project evaluation by the City.

O. Contractor shall comply with Title 2 Code of Federal Regulations Part 200 (Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards), including, but not limited to, Title 2 C.F.R. Section 200.303 (internal control), Title 2 C.F.R. Sections 200.331 through 200.333 (subrecipient monitoring and management), and Title 2 C.F.R. Part 200 Subpart F (audit requirements), as these sections currently exist or may be amended. The use of funds must also adhere to official federal guidance issued or to be issued on what constitutes an eligible expenditure.

Any funds expended by Contractor or its subcontractor(s) in any manner that does not adhere to official federal guidance shall be returned to the County. Contractor agrees to comply with all official guidance regarding the ARPA CLFRF. Contractor also agree that as additional federal guidance becomes available, an amendment to this Contract may become necessary. If an amendment is required, Contractor agrees to promptly execute the Contract amendment.

P. Contractor shall retain documentation of all uses of the funds, including but not limited to invoices and/or sales receipts in a manner consistent with Title 2 C.F.R. Section 200.334 (retention Packet Page. 1335

requirements for records). Such documentation shall be produced to City upon request and may be subject to audit. Unless otherwise provided by Federal or State law (whichever is the most restrictive), Contractor shall maintain all documentation connected with its performance under this Contract for a minimum of five (5) years from the date of the last payment made by City or until audit resolution is achieved, whichever is later, and to make all such supporting information available for inspection and audit by representatives of the City, the State or the United States Government during normal business hours at Contractor. Copies will be made and furnished by Contractor upon written request by City.

Q. Contractor shall establish and maintain an accounting system conforming to Generally Accepted Accounting Principles (GAAP) to support Contractor’s requests for reimbursement which segregate and accumulate costs of Contractor and produce monthly reports which clearly identify reimbursable costs, matching fund costs (if applicable), and other allowable expenditures by Contractor.

Contractor shall provide a monthly report of expenditures under this Contract no later than the 20th day of the following month.

R. Contractor shall cooperate in having an audit completed by City, at City’s option and expense. Any audit required by ARPA CLFRF and its regulation and United States Treasury guidance will be completed by Contractor at Contractor’s expense.

S. Contractor shall repay to City any reimbursement for ARPA CLFRF funding that is determined by subsequent audit to be unallowable under the ARPA CLFRF within the time period required by the ARPA CLFRF, but no later than one hundred twenty (120) days of Contractor receiving notice of audit findings, which time shall include an opportunity for Contractor to respond to and/or resolve the findings. Should the findings not be otherwise resolved and Contractor fail to reimburse moneys due City within one hundred twenty (120) days of audit findings, or within such other period as may be agreed between both parties or required by the ARPA CLFRF, City reserves the right to withhold future payments due Contractor from any source under City’s control.

T. Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, Title 2 C.F.R. Part 200, other than such provisions as Treasury may determine are inapplicable and subject to such exceptions as may be otherwise provided by Treasury. Subpart F – Audit Requirements of the Uniform Guidance, implementing the Single Audit Act, shall apply.

U. Universal Identifier and System for Award Management (SAM), Title 2 C.F.R. Part 25.

V. Reporting Subaward and Executive Compensation Information, Title 2 C.F.R. Part 170.

W. OMB Guidelines to Agencies on Governmentwide Debarment and Suspension (nonprocurement), Title 2 C.F.R. Part 180, including the requirement to include a term or condition in all lower tier covered transactions (contracts and subcontracts described in 2 C.F.R. Part 180, subpart B) that the award is subject to Title 2 C.F.R. Part 180 and Treasury’s implementing regulation at Title 31 C.F.R.

Part 19. Debarment and Suspension (Executive Orders 12549 and 12689) - A contract award (see 2 C.F.R. Section 180.220) must not be made to parties listed on the governmentwide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at Title 2 C.F.R. Part 180 that implement Executive Orders 12549 (3 C.F.R. Part 1986 Comp., p. 189) and 12689 (3 C.F.R.

Part 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549.

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X. Recipient Integrity and Performance Matters, pursuant to which the award terms set forth in Title 2 C.F.R. Part 200, Appendix XII to Part 200 is hereby incorporated by reference.

Y. Government Requirements for Drug-Free Workplace, Title 31 C.F.R. Part 20.

Z. New Restrictions on Lobbying, Title 31 C.F.R. Part 21.

AA.Uniform Relocation Assistance and Real Property Acquisitions Act of 1970 (42 U.S.C. Sections 4601- 4655) and implementing regulations.

BB.Applicable Federal environmental laws and regulations.

CC.Statutes and regulations prohibiting discrimination include, without limitation, the following:
i. Title VI of the Civil Rights Act of 1964 (42 U.S.C. Sections 2000d et seq.) and Treasury’s implementing regulations at Title 31 C.F.R. Part 22, which prohibit discrimination on the basis of race, color, or national origin under programs or activities receiving federal financial assistance.
ii. The Fair Housing Act, Title VIII of the Civil Rights Act of 1968 (42 U.S.C. Sections 3601 et seq.), which prohibits discrimination in housing on the basis of race, color, religion, national origin, sex, familial status, or disability.
iii. Section 504 of the Rehabilitation Act of 1973, as amended (29 U.S.C. Section 794), which prohibits discrimination on the basis of disability under any program or activity receiving federal financial assistance.
iv. The Age Discrimination Act of 1975, as amended (42 U.S.C. Sections 6101 et seq.), which prohibits discrimination on the basis of disability under programs, activities, and services provided or made available by state and local governments or instrumentalities or agencies thereto.
v. Title II of the Americans with Disabilities Act of 1990, as amended (42 U.S.C. Sections 12101 et seq.), which prohibits discrimination on the basis of disability under programs, activities, and services provided or made available by state and local governments or instrumentalities or agencies thereto.

DD.Contractor understands that making false statements or claims in connection with the ARPA funded activities is a violation of federal law and may result in criminal, civil, or administrative sanctions, including fines, imprisonment, civil damages and penalties, debarment from participating in federal awards or contracts, and/or any other remedy available by law.

EE. Any publications produced with ARPA funds must display the following language: “This project [is being] [was] supported, in whole or in part, by federal award number SLT-0628 awarded to San Bernardino County by the U.S. Department of Treasury.”
FF. Pursuant to Executive Order 13043, 62 FR 19217 (Apr. 18, 1997), Contractor is being encouraged to adopt and enforce on-the-job seat belt policies and programs for their employees when operating company-owned, rented, or personally owned vehicles.

GG. Pursuant to Executive Order 13513, 74 FR 51225 (Oct. 6, 2009), Contractor is being encouraged to adopt and enforce policies that ban text messaging while driving and establishing workplace safety policies to decrease accidents caused by distracted drivers.

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HH.As a recipient of federal financial assistance, the Civil Rights Restoration Act of 1987 applies, and Contractor assures that it:
i. Ensures its current and future compliance with Title VI of the Civil Rights Act of 1964, as amended, which prohibits exclusion from participation, denial of the benefits of, or subjection to discrimination under programs and activities receiving federal funds, of any person in the United States on the ground of race, color, or national origin (42 U.S.C.

Sections 2000d et seq.), as implemented by the Department of the Treasury Title VI regulations at Title 31 C.F.R. Part 22 and other pertinent executive orders such as Executive Order 13166, directives, circulars, policies, memoranda and/or guidance documents.
ii. Acknowledges that Executive Order 13166, “Improving Access to Services for Persons with Limited English Proficiency,” seeks to improve access to federally assisted programs and activities for individuals who, because of national origin, have Limited English proficiency (LEP). Contractor understands that denying a person access to its programs, services, and activities, because of LEP is a form of national origin discrimination prohibited under Title VI of the Civil Rights Act of 1964 and the Department of the Treasury’s implementing regulations. Contractor shall initiate reasonable steps, or comply with the Department of the Treasury’s directives, to ensure LEP persons have meaningful access to its programs, services, and activities. Contractor understands and agrees that meaningful access may entail provide language assistance services, including oral interpretation and written translation where necessary, to ensure effective communication.
iii. Agrees to consider the need for language services for LEP persons during development of applicable budgets and when conducting programs, services, and activities. iv. Agrees to maintain a complaint log of any complaints of discrimination on the grounds of race, color, or national origin, and limited English proficiency covered by Title VI of the Civil Rights Act and implementing regulations and provide, upon request, a list of all such reviews or proceedings based on the complaint, pending or completed, including outcome.

II. The City must include the following language in every contract or agreement subject to Title VI and its regulations:
“The sub-grantee, contractor, successor, transferee, and assignee shall comply with Title VI of the Civil Rights Act of 1964, which prohibits recipients of federal financial assistance from excluding a program or activity, denying benefits of, or otherwise discriminating against a person on the basis of race, color, or nation origin (42 U.S.C.

Section 2000d et seq.), as implemented by the Department of the Treasury’s Title VI regulations, Title 31 C.F.R. Part 22, which are herein incorporated by reference and made a part of this contract (or agreement). Title VI also includes protection to persons with “Limited English Proficiency” in any program or activity receiving federal financial assistance, 42 U.S.C. Section 2000d et seq., as implemented by the Department of the Treasury’s Title VI regulations, Title 31 C.F.R. Sections Part 22, and herein incorporated by reference and made a part of this contract or agreement.” JJ. Contractor shall cooperate in any enforcement or compliance review activities by the City, and/or the Department of the Treasury. Contractor shall comply with information requests, on-site compliance reviews, and reporting requirements.

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KK.Contractor shall maintain records and financial documents sufficient to evidence compliance with section 603(c), regulations adopted by Treasury implementing those sections, and guidance issued by Treasury regarding the foregoing.

LL. City has the right of access to records (electronic or otherwise) of Contractor in order to conduct audits or other investigations.

MM. Contractor shall maintain records for a period of five (5) years after the completion of the contract or a period of five (5) years after the last reporting date the City is obligated with the Department of the U.S. Treasury, whichever is later.

NN.Contractor must disclose in writing any potential conflict of interest in accordance with Title 2 C.F.R.

Section 200.112.

OO. In accordance with Title 41 U.S.C. Section 4712, subrecipient or Contractor may not discharge, demote, or otherwise discriminate against an employee in reprisal for disclosing to any of the list of persons or entities provided below, information that the employee reasonably believes is evidence of gross mismanagement of a federal contract or grant, a gross waste of federal funds, an abuse of authority relating to a federal contract or grant, a substantial and specific danger to public health or safety, or a violation of law, rule, or regulation related to a federal contract (including the competition for or negotiation of a contract) or grant.

The list of persons and entities referenced in the paragraph above includes the following: (i) A member of Congress or a representative of a committee of Congress; (ii) An Inspector General; (iii) The Government Accountability Office; (iv) A Treasury employee responsible for contract or grant oversight or management; (v) An authorized official of the Department of Justice or other law enforcement agency; (vi) A court or grand jury; or (vii) A management official or other employee of Recipient, subrecipient, contractor, or subcontractor who has the responsibility to investigate, discover, or address misconduct. Subrecipient or Contractor shall inform its employees in writing of the rights and remedies provided under this section, in the predominant native language of the workforce.

PP. City and Contractor acknowledge that if additional federal guidance is issued, an amendment to this Contract may be necessary. In the event any of the terms in this Exhibit conflict with any other terms in the Contract, the terms in this Exhibit shall control.

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THE CITY RESERVATION OF RIGHTS:

Right to Reject, Waive, or Terminate the RFQUAL. The City reserves the right to reject any or all responses, to waive any informality in the RFQUAL process, or to terminate the RFQUAL process at any time, if deemed by the City to be in its best interests.

Right to Not Award. The City reserves the right not to award a contract pursuant to this RFQUAL.

Right to Terminate. The City reserves the right to terminate a contract awarded pursuant to this RFQUAL, at any time for its convenience upon 5 days written notice to the successful responder(s).

Right to Determine Time and Location. The City reserves the right to determine the days, hours, and locations that the successful responders shall provide the services called for in this RFQUAL.

Right to Determine Financial Responsibility and Viability. The City reserves the right to require of responder information regarding financial responsibility and viability or such other information as the City determines is necessary to ascertain whether a response is in fact the lowest responsive and responsible submitted.

Right to Retain. The City reserves the right to retain all responses submitted and not permit withdrawal for a period of 60 days subsequent to the deadline for receiving bids without the written consent of the City Contracting Officer (CO).

Right to Reject. The City reserves the right to reject and not consider any response that does not meet the requirements of this RFQUAL, including but not necessarily limited to incomplete responses and/or responses offering alternate or non-requested services.

No Obligation to Compensate. The City shall have no obligation to compensate any responder for any costs incurred in responding to this RFQUAL.

Right to Amend. The City reserves the right to amend the contract any time prior to contract execution.

Right to Prohibit. The City shall reserve the right to at any time during the RFQUAL or contract process to prohibit any further participation by a responder or reject any response submitted that does not conform to any of the requirements detailed herein.

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PROPOSAL CHECKLIST
(as detailed in Chapter II. Request for Proposals, Section E. of the RFQUAL) Technical Proposal
• Executive Summary (E.1)
• Table of Contents (E.2)
• Identification of Proposer (E.3)
• Staffing Resources (e.g., Assigned Personnel experience) (E.4) • Experience and Technical Competence (E.6)
• Proposed Method to Accomplish the Work (E.7)
• Litigation History (if any) (E.10)
• Other Information (pertinent to proposal) (E.11)
➢ Completion of other similar projects;
➢ Community involvement (if any);
➢ Prior projects, agreements, involvement with the City (if any); ➢ No Conflict-of-Interest statement.
• Certification of Proposal (E.12)
➢ “The undersigned hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFQUAL), and to be bound by the terms and conditions of the RFQUAL.” • Appendices (E.13)
• Statement of “No Deviations from RFQUAL” (F.)
➢ If proposer does not take any exceptions or deviations from the terms and conditions indicated in the agreement, then the proposer must indicate this information by making a statement within the proposal documents.

Fiscal Stability (E.5)
• Current report from any Commercial Credit Rating Service (e.g. Dunn & Bradstreet);
• Line of credit; or
• Financial Statement.

Fee Proposal (E.8)
Certificate of Insurance (E.9)
Submittal Instructions: Electronic PDF file format via Planetbids on the date and time stated in the RFQUAL. Please allow time for system to process your proposal. The City shall not be responsible for proposals that are not received on time. The City will not be responsible for and will not accept late bids due to slow internet connection, or incomplete transmissions.

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VENDOR QUOTE FORM
VENDOR NAME:

ADDRESS:

PHONE:

The undersigned, hereby declare that they have carefully examined the location of the proposed work, familiarized themselves with the local conditions affecting the cost of the work, and have read and examined the terms and conditions for the following Project:

Development Management Services
The undersigned, hereby propose to furnish all labor, materials, equipment, tools, transportation, and services, and to discharge all duties and obligations necessary and required to perform and complete the Project in strict accordance with the Vendor Price Quote for the ELECTRONICALLY SUBMITTED TOTAL VENDOR QUOTE PRICE.

Item No. Description Quantity Unit
Cost
Lump Sum
Amount
$____ ____
$____ ____
$____ ____
$____ ____
$____ ____
$____ ____
$____ ____
TOTAL VENDOR QUOTE $____ ____
Total Number of Additional Pages:

Should the proposer be requested to perform additional finance related services, please list the proposed positions and hourly rate:

Personnel Specify Exact Title of Position assigned Hourly Rate
Staff Manager (or similar) $________
Staff Associate (or similar) $________
I hereby declare under penalty of perjury that the foregoing is true and correct.

Submitted By:________________________________________Title:
_________________________________
(Authorized Representative Signature)
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Print Name: __________________________________________

COMPLIANCE WITH IEHP FUNDING AGREEMENT
The Contractor shall comply with Title 2, California Code of Regulations, Sections 11105 et seq, as may be amended from time to time. Contractor further agrees to comply with the below language and include this language in its contract and the contract for any subcontractor on the project.

1. During the performance of this contract, contractor and its subcontractors shall not unlawfully discriminate against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status. Contractors and subcontractors shall insure that the evaluation and treatment of their employees and applicants for employment are free of such discrimination. Contractors and subcontractors shall comply with the provisions of the Fair Employment and Housing Act (Gov. Code, § 12900 et seq.) and the applicable regulations promulgated thereunder (Cal.

Code Regs., tit. 2, § 11000 et seq.). The applicable regulations of the Civil Rights Council implementing Government Code section 12990, set forth in Subchapter 5 of Division 4.1 of Title 2 of the California Code of Regulations are incorporated into this contract by reference and made a part hereof as if set forth in full. Contractor and its subcontractors shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other agreement.

2. Contractor shall include the nondiscrimination and compliance provisions of this clause in all subcontracts to perform work under the contract.

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RESPONSE TO REQUEST FOR QUALIFICATIONS
RFQual F-24-6001
Development Management Services

SUBMITTED TO

CITY OF SAN BERNARDINO
290 North D Street
San Bernardino, CA 92401
October 17, 2024
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C O V R L E T T E R
October 17, 2024
Michelle Parra, Buyer

CITY OF SAN BERNARDINO
Purchasing Division
Submitted Via: Planetbids
290 North D Street
San Bernardino, CA 92401
RE: Response to RFQual F-24-6001, Development Management Services San Bernardino Hope Campus, San Bernardino, CA
Dear Ms. Parra and Selection Committee:

CREDE is pleased to present our RFQual Response and Fee Proposal to you for Development Management Services for the San Bernardino Hope Campus (SB Hope Campus) project.

As the Development Manager, CREDE proposes to assist your team and help manage the entire project by working on all aspects of the development process from preconstruction through project completion.

Our Managing Director, Gina Wieczorek will be contact for this proposal and project.

Gina Wieczorek, Partner and Managing Director
CREDE
18301 Von Karman Ave, Suite 510
Irvine, CA 92612
805-712-3119
[email protected]
We are ready to begin the SB Hope Campus. We look forward to talking with you about the next steps and adding value to your team to help make this project successful.

Thank you from all of us at CREDE for the opportunity to earn your business, trust, and support.

Sincerely,
CREDE
Colby Durnin, CEO & Principal
18301 Von Karman Ave
Suite 510
Irvine, CA 92612
credegroup.com
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1345 October 17, 2024: Page | i
E.1 E X E C U T I V E

S U M M A R Y
We would be honored to have
the opportunity to work on a
transformative project such as this
and assist City staff members to see
the project come fruition.

INTRODUCTION
The entire CREDE team thanks
the City of San Bernardino for this
opportunity to present our RFQual
Response and Fee Proposal for
Development Management Services
for the San Bernardino Hope Campus
(SB Hope Campus).

OUR TEAM AND BEST RESOURCE
Our team members are CREDE’s
greatest resource, with experience
in everything from Acquisitions,
Entitlement, Development,
Management, Scheduling, and
Accounting.

As the Development Manager, CREDE
proposes to assist your team in
managing the entire project, from
planning to construction completion.

WHO WE ARE
We are proposing a full team of
development, construction and
compliance professionals to help your
in-house team successfully manage
the SB Hope Campus project and
deliver it to your community within
your scheduled completion date of
November 2025.

CREDE is a full-service real estate
development management firm with
over two decades of proven success.

We’re dedicated to delivering
exceptional results through a culture
of ownership and seamless execution.

Our team is backed by extensive
experience. We have successfully
developed and repositioned
thousands of assets across the
country, demonstrating our ability
to consistently deliver value for our
clients.

The following individuals will be
principally responsible for working
with the City:
■ Gina Wieczorek, Managing
Director
■ Matt Bennett, Sr. Project Manager

OUR PHILOSOPHY FOR

WORKING WITH THE

CITY OF SAN BERNARDINO
■ Miguel Garcia, Sr. Development
Manager and LIHTC Funding
Expert
We applaud the City for creating an
innovative solution to provide some
of your most vulnerable residents
with housing through the issuance of
this RFQual for the SB Hope Campus.

It is evident that the City staff care
deeply about finding opportunities
to transition unhoused people off
the streets and provide them with
supportive services.

Please see our Project Organizational
Chart all key project personnel.

Please see their Resumes in Section
E.13 Appendices for detailed
experience.

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1346 October 17, 2024: Page | 1
Our consulting Funding Compliance
Specialist is:
■ Construction
•
•
•
Site Management and Coordination
■ Krisna Bennett, Owner of Opportunity
Marketing Group, Inc. (OMG). Please see
OMG, Compliance Specialist in Section
E.13 for more information.

Quality Assurance and Control
Contractor Compliance and
Monitoring
•
•
•
Schedule Management
Change Management OUR EXPERIENCE AND RESOURCES
Closeout and Commissioning
CREDE’s team understands the complexities
of working on projects with multiple
stakeholders accountable for delivering
projects in an efficient and timely manner.

Please see Section E.7, Proposed Method
to Accomplish the Work for our detail of
proposed services. Please see our Schedule
in Section E.13 Appendices. Our experience includes modular builds and projects involving prevailing wages, DavisBacon, Section 3 and LIHTC and complex layered financing programs. We will assist
the City in attaining its objectives. We
have highlighted the following projects to
represent our experience:

FEES FOR SERVICES
Our fee Lump Sum fee for services is
$1,091,148 ($90,929 per month for 12
months.) This fee is valid for 120 days from
the proposal due date and includes:
■ Seminole Springs Modular Home Park
■ El Verano Apartments
■ Pre-Construction: Three (3) months
■ Construction: Nine (9) months
■ Enlightenment Plaza Please see our, Vendor Quote Form in Section E.8, Fee Proposal. ■ San Bernardino Justice Center CREDE uses multiple technology platforms
and software for management, scheduling,
estimating, accounting, and other needs.

CERTIFICATION OF PROPOSAL AND

ACCEPTANCE OF TERMS
CREDE agrees to be bound by the terms
and conditions of this RFQual and take no
exceptions to the RFQual, including the
Agreement.

If needed, we have the capacity to provide
additional personnel at any time.

Please see Section E.6, Experience and
Technical Competence for additional detail. Please see Section E.12, Certification of Proposal for our detail of proposed services.

OUR METHOD TO ACCOMPLISH

THE SERVICES WHY CREDE IS THE BEST CHOICE
CREDE’s technical and management
approach to providing services is based on
our experience and review of the RFQual.

We have local presence and knowledge of
San Bernardino.

As an Owner/Developer ourselves, we see
the project through your eyes. We have identified two main service phases:
■ Pre-Construction Our goal is to become your indispensable, trusted advisor, guiding your team during
the entire development process of the
San Bernardino Hope Campus.
•
•
•
•
Project Planning and Feasibility
Scheduling
Design Coordination and Permitting
Risk Management, Insurance, Labor
Standards and Compliance
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1347 October 17, 2024: Page | 2
E.2 T A B L E O F

C O N T E N T S

SECTION TITLE PAGE
E.1 Executive Summary
Table of Contents
1 E.2 3
E.3 Identification of Proposer
Staffing Resources
4 E.4 5
E.5 Fiscal Stability 7
E.6 Experience and Technical Competence
Proposed Method to Accomplish the Work
Fee Proposal
8 E.7 12
15 16
17 18
19 20
21 22
34 42
43 45
46 54
72 E.8
E.9 Insurance
E.10
E.11
E.12
E.13
Litigation
Other Information
Certification of Proposal
Appendices
CREDE Additional References
Resumes
OMG, Compliance Specialist
Schedule
Standard Hourly Rate Schedule
Certificate of Insurance
Prequalifications Certifications (Federal)
HUD Packet Attachments
RFQual Exhibit D Forms
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E.3 I D E N T I F I C A T I O N O F

P R O P O S E R
A. LEGAL NAME AND ADDRESS OF
THE COMPANY.

CREDE Construction Advisory, LLC
(CREDE)
18301 Von Karman Ave, Suite 510
Irvine, CA 92612
B. LEGAL FORM OF COMPANY
(PARTNERSHIP, CORPORATION).

CREDE is a Limited Liability
Company.

C. IF COMPANY IS A WHOLLY

OWNED SUBSIDIARY OF A
“PARENT COMPANY,” IDENTIFY
THE “PARENT COMPANY.”
CREDE is not owned by a parent
company.

D. NAME, TITLE, ADDRESS AND

TELEPHONE NUMBER OF THE

PROPOSED REPRESENTATIVE

TO CONTACT CONCERNING THE
PROPOSAL SUBMITTAL.

Gina Wieczorek
Partner and Managing Director
CREDE
18301 Von Karman Ave, Suite 510
Irvine, CA 92612
805-712-3119
[email protected]
E. CALIFORNIA BUSINESS LICENSE
NUMBER
Our City of Irvine Business License
number is #160003719.

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E.4 S T A F F I N G

R E S O U R C E S
A. FIRM STAFFING AND KEY

PERSONNEL
Proposed Team Organization
Please see our Project Organizational
Chart on the following page for a
listing of all key project personnel.

We anticipate 10 members of our
staff, plus a funding compliance
consultant to perform the Services.

If needed, CREDE has the capacity
to provide additional personnel. Our
unique business model as an Owner/
Developer and Services company,
combined with our experienced team
and industry connections, allows for
scalable project support services.

Please see their Resumes in Section
E.13 Appendices for detailed
experience.

B. SUBCONTRACTORS
Our consulting Funding Compliance
Specialist is Krisna Bennett.

Personnel Principally Responsible
for Working with The City.

Krisna is the Owner of Opportunity
Marketing Group, Inc. (OMG),
providing contract compliance
enforcement and consulting. OMG
is a DBE, SBE, LSBE, WBE and MBE
certified by Los Angeles Metropolitan
Transportation Authority (LA
METRO), DGS and the California
Unified Certification Program (CUCP)
as well as HUD Section 3 business.

The following individuals will be
principally responsible for working
with the City:
■ Gina Wieczorek, Managing
Director. Gina will be your direct
contact throughout the project.

She is a construction manager and
real estate developer experienced
in all phases of the design,
OMG specializes in:
■ Federal Davis Bacon (and Related
Acts)
permitting, and development
process for multifamily and special
purpose projects. ■ HUD Section 3
■ Matt Bennett, Sr. Project Manager.

Matt’s experience includes
prefabricated structures and
technology, Public Works projects,
and the San Bernardino Justice
Center.
■ State Public Works
■ Equal Employment Opportunity
■ Community Outreach
■ Diverse Business contracting
■ Local Hire
■ Miguel Garcia, Sr. Development
Manager and LIHTC Funding
Expert. Miguel worked with
■ Project Labor Agreement
enforcement
Funding Compliance Specialist
Krisna Bennett on the El Verano
Senior Affordable Housing
Community in Anaheim, which
provided housing to formerly
homeless and low-income seniors.
■ Outreach Program planning
assistance
■ Community Engagement Services
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P R O J E C T

O R G A N I Z A T I O N A L C H A R T

CITY OF SAN BERNARDINO

PURCHASING DIVISION
Development Manager Firm
General Contractor CREDE Modular Manufacturer

TBD TBD
Principal-in-Charge
Colby Durnin
Project Executive
Dave Heric
Managing Director
Gina Wieczorek*
Funding Compliance
Krisna Bennett
Sr. Development Manager Sr. Project Manager
Miguel Garcia* Matt Bennett*
Development Manager Project Manager
Adam Wemhaner Yonas MisGina
Asst. Project Manager
Emma Rivielle
Project Scheduler
Leo Ramirez
Accounting Manager
Bjorn Thielan
*Team member will have regular direct contact with the City of San Bernardino.

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E.5 F I S C A L

S T A B I L I T Y
A. EVIDENCE OF CORPORATE

STABILITY
CREDE is a Limited Liability
Company, in continuous business
since 2001. We are stable, solid and
financially able perform the required
services and meet your project needs.

Please see our “E.5 - Fiscal Stability
Documents,” where we have provided
our confidential financial documents
in a separate .pdf file within our
submittal folder.

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E.6 E X P E R I E N C E A N D

T E C H N I C A L C O M P E T E N C E
A. EXPERIENCE compliance requirements. We have
delivered multiple projects providing
housing to formerly unhoused
How CREDE’s Experience and Skills individuals
Will Meet Your Goals
Please refer to our Project Experience
on the following pages for references
and other project information.

CREDE is well versed in working with
cities to execute various housing
initiatives, including projects to
shelter unhoused individuals and
families. Our team will meet the goals
and fulfill the general functions listed
in this RFQual with the full scope of
services outlined in our Proposed
Method to Accomplish the Work and
listed on the proposed Schedule.

Years in Business and Public Sector
CREDE has been in business for
23 years. During the last 15 years,
we have provided our services to
numerous public sector clients.

For over 25 years, OMG has provided
contract compliance enforcement
consulting in Southern California to
both public and private entities.

We understand that the SB Hope
Campus completion date is to be
no later than November 2025. Our
project team members have the
knowledge and expertise to meet
that goal. They are experienced
with the Federal and State funding
sources that are included in the
layered capital stack for the project.

OMG specializes in Public Works,
Federal Davis Bacon (and
Related Acts), Equal Employment
Opportunity, Community Outreach,
Diverse Business contracting, Local
Hire, Project Labor Agreement
enforcement, Outreach Program
planning assistance, HUD Section 3,
Community Engagement, and all
agency compliance requirements.

CREDE’s subcontractor, Opportunity
Marketing Group, Inc. (OMG) will
also provide compliance services
including prevailing wage monitoring
and public works labor enforcement
according to the requirements as
outlined in the California State
Labor Codes 1720-1781, all applicable
federal labor standards, Department
of Labor, and HUD regulations
CREDE’s Local Experience and
Knowledge of San Bernardino
CREDE’s team’s local experience
includes work on the San Bernardino
Justice Center, delivered in May 2013.

More recently, CREDE team member,
Matt Bennett, is working within the
County of San Bernardino on preconstruction for 6247 Lime Ave—an outdoor industrial project.
associated with the project.

Our Experience in Similar Services
Our experience performing similar
services is extensive and includes
modular projects, Public Works,
PSH, and multifamily projects, and
includes experience with prevailing
wage, Davis-Bacon and Section 3
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1353 October 17, 2024: Page | 8
B. PROJECT SPECIFIC EXPERIENCE
Seminole Springs Modular Home Park
Agoura, CA
■ Role: Construction Project Manager
■ Dollar Value: $12.56M horizontal and site work
+ $44M in new home modules = $56.56M total
■ Dollar value of the fee: $628K fee for services
for horizontal and site work
■ Description: Modular home park included
building construction and street improvements.

Repairs were made to the storm drains, and
water, gas, and sewer pipelines were upgraded.
■ Staffing: Yonas Misgina
■ Duration: June 2019-August 2021
■ Relationship to client: Owner’s Construction Manager
■ Owner Contact Information: To be provided upon request El Verano Apartments, Anaheim, CA
■ Role: Developer of City of Anaheim
Owned Land (won through RFP selection)
■ Dollar Value: Total Development Cost $23.4
Million.
■ Dollar value of the fee: N/A
■ Description: Development of a 54-unit senior
and homeless senior community, comprised
of 50% low-income seniors and 50% formerly
homeless seniors. The project was funded
through 9% Low-income Housing Tax Credits and in partnership with the City of Anaheim. Integrated services include on-site case management services, health and wellness activities and educational classes.
■ Staffing: Miguel Garcia, Krisna Bennett
■ Duration: Project Completion 2021
■ Relationship to client: Owner’s Developer and Representative ■ Owner Contact Information:

Andy Nogal, Deputy Dir. Community & Economic Development CITY of ANAHEIM
Email:

Phone:
[email protected]
714-765-4368
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1354 October 17, 2024: Page | 9
Enlightenment Plaza, Los Angeles, CA
■ Role: Labor Compliance Enforcement for GC
■ Dollar Value: Total Development Cost $45M.
■ Dollar value of the fee: $30K+ for compliance
services
■ Description: 454-unit, including managers
units, project of 100% affordable Permanent
Supportive Housing with onsite, wraparound
services. Amenities include a resident garden,
lounge areas, a gym, a computer lab, and
transportation, plus onsite housing for case managers and staff. ■ Staffing: Krisna Bennett
■ Duration: Project in Progress, Completion early 2025
■ Relationship to client: Labor Compliance Enforcement
■ Owner Contact Information (General Contractor):

Darryl Embry Sr. Project Manager

SINANIAN CONSTRUCTION
Email: [email protected]
Phone: 909-979-9844
San Bernardino Justice Center
San Bernardino, CA
■ Role: Construction Project Manager
■ Dollar Value: Total Development $249.5M
■ Dollar value of the fee: $17.7M
■ Description: Administration of construction
documents, construction of multiple mockups on and off site, temporary parking lot, included IT network and complete turn-key,
36-courtroom justice center on a 7-acre site.
■ Staffing: Matt Bennett
■ Duration: 24 Months (April 2011-May 2013)
■ Relationship to client: Owner’s Construction Manager
■ Owner Contact Information:

Pearl Freeman, State of California
Wendy Sellnow, City of San Bernardino
(please note: both have since retired since this project was completed.) Contact info: Not available due to retirement status. However, please contact Wendy Sellnow’s successor to inquire about project performance.

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1355 October 17, 2024: Page | 10
CREDE’s Record of Successful
Project Completion
Ability to Draw Upon Staff to
Provide Services
NONE of the following has occurred on
these projects’ relevant service contracts:

CREDE is a national real estate development
and project management services firm. We
are currently providing services on over 150
projects in 27 states and 100+ cities. ■ Failure to enter into a contract or professional services agreement once
selected. Our team members have experience in
everything from Acquisitions, Entitlement,
Development, Sr. Project Managers, Project
Managers, Assistant Project Managers,
Scheduling, and Accounting Staff.
■ Withdrawal of a proposal as a result of
an error.
■ Termination or failure to complete a
contract.

As previously stated, if needed, CREDE has
the capacity to provide additional personnel
at any time. Our unique business model as
an Owner/Developer and Services company,
combined with our experienced team and
industry connections, will help us provide
scalable services to support this project.
■ Debarment by any municipal, county,
state, federal or local agency.
■ Involvement in litigation, arbitration or
mediation.
■ Falsification of information or submission
of deceptive or fraudulent statements in
connection with a contract.
■ Willful disregard for applicable rules,
laws or regulations.

C. TECHNICAL COMPETENCE
In-House Resources
CREDE utilizes the following in-house
resources:
■ Nexus
■ Yardi
■ Sage Intact accounting systems
■ Microsoft Projects and P6 Scheduling
Software
■ BlueBeam Software for AEC
■ RS Means for Estimating
■ QuickBase and ProCore for Construction
Management
■ Microsoft 365 platform
■ HubSpot CRM system with over 130k
industry contacts
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E.7 P R O P O S E D M E T H O D T O

A C C O M P L I S H T H E W O R K
The following pages describe
CREDE’s technical and management
approach to providing services.
■ Value Engineering: We offer
value engineering suggestions
to optimize design decisions and
material selections, as well as to
reduce costs. We strive to ensure
cost-effective solutions without
compromising quality.

MILESTONE SCHEDULE
Based on our prior project experience
and our review of RFQual F-24-6001,
we have prepared a draft schedule
for the project. Please see our

1.2 Scheduling
■ Master Schedule Creation:

Develop a detailed master
schedule covering Project phase,
from initial planning, design,
permitting, construction through
to certificates of occupancy
and Project completion. Identify
all critical milestones and
deliverables.

Schedule in Section E.13 Appendices.

PRE-CONSTRUCTION
The pre-construction phase is critical
for setting the foundation for the
Project’s success. CREDE provides
comprehensive services during PreConstruction, focusing on Project planning, schedule, budget, risk
management, and detailed design
coordination. The services include:
■ Phasing Plan: Given the project’s
Modular nature, we will create
a Phasing Plan integrating the
off-site fabrication process with
on-site construction activities.

This will minimize disruption to
on-site construction progress and
maximize overall construction
efficiency. We will work with
the Modular Fabricator and the
General Contractor to include a
storage and delivery schedule
to ensure proper and timely
assembly.

1.1 Project Planning and Feasibility
■ Project Scoping: Work closely
with the City and stakeholders
to define Project requirements,
goals, and objectives, ensuring
the Project scope aligns with
the City’s vision and regulatory
requirements. Meet weekly with
the City Project representatives,
and more often as needed, to
obtain real time feedback on
design and planning to keep the
Project on schedule.

1.3 Design Coordination and
Permitting
■ Design Review and Project
Meetings: Facilitate regular weekly
Owner Architect Contractor
(OAC) design meetings with
Architects, Engineers, Contractors
(when identified) and City
■ Feasibility Assessment: Our team
conducts feasibility studies to
evaluate site conditions, utility
availability, zoning regulations,
and other potential constraints
that could impact the Project
timeline and budget.

Representatives to ensure designs
align with the Project’s goals and
regulatory requirements.

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1357 October 17, 2024: Page | 12
■ Permitting Assistance: Comprehensive
support in obtaining all necessary
permits, including building permits,
environmental clearances, abatement
and demolition permits, and utility
approvals, ensuring compliance with
local, state, and federal regulations.

2.1 Site Management and Coordination
■ Logistics Planning: We manage the
logistics of storing, transporting and
assembling Modular units on-site.

This includes coordination with the
supplier, transportation providers, crane
operators, and other subcontractors to

1.4 Risk Management, Insurance, Labor ensure timely and efficient delivery.

Standards and Compliance ■ On-Site Supervision: Our Project management team will be on-site
daily to oversee all activities, including
excavation, utility installation, foundation
work, unit assembly and interior finish
work.
■ Risk Assessment: Identify potential risks,
such as permit delays, materials and
systems with long lead times, supply
chain disruptions or weather-related
delays, and develop mitigation strategies
to address these challenges proactively. ■ Coordination with Off-Site Fabrication:

We maintain constant communication
with the Modular unit manufacturer
to synchronize on-site preparation
with off-site production, storage and
delivery, ensuring a smooth workflow.

The Modular unit manufacturer will be
included on all weekly OAC meetings.
■ Insurance and Bonding: Assistance with
securing appropriate Contractor and
Subcontractor insurance coverage and
payment, performance and completion
bonds (if requested by the City) to
protect the City throughout the Project.
■ Labor Standards: Create an integrated
system of processes, checks and
■ Client Reporting: We will provide an
updated Project Master Budget once per
month. Our team will provide Weekly
Progress Reports and provide Monthly
Development and Work Summary
Reports outlining permitting, design,
construction and scheduling activities so
the City is informed of all development
and construction activities.
balances to ensure all labor Standards
are properly enforced and adhered to by
all contractors during the project. We will
enforce State Public Works, Davis Bacon
and HUD Section 3 required contract
compliance programs.
■ Compliance Onboarding and
Implementation: Confirm the General
Contractor and all subcontractors have
appropriate Registrations, Licenses,
Workers Comp Insurance and are not
debarred from working on a State, City,
HUD, or Federal Project. We will review
required start-up compliance documents
before contractors begin work and we
will hold Pre-Construction compliance
meetings.

2.2 Quality Assurance and Control
■ Inspections and Testing: We will
identify and engage on behalf of the
City a testing and inspection lab to
perform regular inspections and testing
of materials and work to confirm
compliance with the Project’s plans,
specifications and local building codes.

All testing and inspection reports are
provided to the City as they become
available.

CONSTRUCTION
Our construction management services
ensure seamless Project execution, focusing
on quality control, safety, compliance
and coordination. The construction phase
for a Modular housing Project requires
specialized management to integrate
the Modular components with on-site
construction activities.
■ Quality Control Plan: Our team
implements a rigorous quality control
plan to verify that each Modular Unit
meets design specifications prior to
installation.

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2.3 Contractor Compliance and Monitoring 2.6 Closeout and Commissioning ■ Compliance Monitoring: Our team will
track, monitor and enforce all Labor
Compliance requirements are being met
on the project (Federal Davis Bacon and
Related Acts 29 CFR part 5 and HUD as
outlined in recipients General Conditions
including Section 3 hiring and contract
award). This includes ongoing DIR,
CSLB and Business License expiration
monitoring and enforcement.
■ Final Inspections: Once the Modular
Units are assembled and the Project
is nearing completion, our team will
conduct final inspections to ensure all
elements meet Project specifications and
compliance standards.
■ Punch List Management: We work
closely with the contractors and
subcontractors to address any punch list
items promptly, ensuring the Project’s
smooth closeout.

2.4 Schedule Management
■ Turnover and Commissioning: Upon
successful completion of all phases, we
will assist the City with the final turnover
of the Project, including training City
Staff and/or the selected Operator on
the operation and maintenance of the
Housing Units, and providing as-built
documentation.
■ Schedule Monitoring: Our Project
Managers will monitor progress
against the Master Schedule and when
potential delays are identified, we will
work with the General Contractor and
Subcontractors to come up with changes
in sequencing of the work to minimize
impacts to schedule and cost. Real-time
reporting systems will provide the City
with up-to-date information on Project
milestones. Monthly reporting to the
City will also summarize construction
progress, schedule updates and any
deviations to the schedule.
■ Final Audit Reporting: Final retention
audit begins upon job completion
(before final retention release). The
final review includes: Confirmation of all
Labor and Prevailing Wage Compliance,
apprentice hiring, fringe/training
payments and Section 3 requirements
have been met by all contractors who
performed labor on the Project.
■ Phased Delivery: Modular housing units
will be installed in phases, allowing for
individual certificates of occupancy while
construction continues with remaining
modular buildings that are part of the
Project, expediting the City’s ability to
address immediate housing needs. This
will be included in our planning for the
construction delivery schedule, site
management plan and safety plans.
■ Final Agency Reporting: During the
Project, we will provide copies of all
Contractors’ final affidavits. We will also
provide digital copies of all documents
at final closeout of the Project. We will
assist with all Agency final reporting
needed for Diverse Business Enterprise
Contracting, Section 3 employment and
Prevailing Wage final reporting. We will
provide a letter confirming prevailing
wage has been monitored and met for
this Project for closeout approval use.

2.5 Change Management
■ Change Order Tracking: Implement a
robust change management process
to track and document changes in the
Project scope, budget, or timeline, for
transparency and accountability.
■ Impact Analysis: Any proposed changes
are thoroughly analyzed for potential
impact on the Project Schedule and
Project Budget, and recommendations
are provided to the City for decisionmaking.

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E.8 F E E

P R O P O S A L

VENDOR QUOTE FORM
VENDOR NAME:

ADDRESS:

PHONE:

CREDE Construction Advisory, LLC
18301 Von Karman Ave., Suite 510, Irvine, CA 92612
(949) 542 4400
The undersigned, hereby declare that they have carefully examined the location of the proposed work familiarized themselves with the local conditions affecting the cost of the work, and have read and examined the terms and conditions for the following Project:

Development Management Services
The undersigned, hereby propose to furnish all labor, materials, equipment, tools, transportation, and services, and to discharge all duties and obligations necessary and required to perform and complete the Project in strict accordance with the Vendor Price Quote for the ELECTRONICALLY SUBMITTED TOTAL VENDOR QUOTE PRICE.

Unit
Cost
Lump Sum
Amount Item No. Description Quantity
$90,929
$90,929
$272,738_7___ 3-mo.
9-mo.

Planning / Pre-Construction Phase
Construction Phase $818,361________
$____ ____
$____ ____
$____ ____
$____ ____
$____ ____
TOTAL VENDOR QUOTE $1,091,148
Total Number of Additional Pages: None
Should the proposer be requested to perform additional finance related services, please list the proposed positions and hourly rate:

Hourly
Rate Personnel Specify Exact Title of Position assigned Additional personnel to be determined based upon specific request.

Please see our Standard Hourly Rate Schedule in Section E.13 Appendices.

I hereby declare under penalty of perjury that the foregoing is true andcorrect.

Submitted By:___
(Authorized Repr
______________Title: ___COO_________________________
Print Name: __Dave Heric______________________________

This fee proposal is valid for 120 days from the proposal due date.

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E.9 I N S U R A N C E
CREDE has reviewed all insurance requirements outlined in RFQual F-24-6001, Exhibit B, Agreement Section 16 Insurance, items a-m.

We agree to maintain all required insurance coverages for the duration of the project.

Our agent is:

Jeremy Martin, Account Executive, Property & Casualty
BRYSON CASUALTY INSURANCE SERVICES, INC.
3777 Long Beach Blvd, 5th Floor
Long Beach, CA 90807
Phone: (562) 617-0314 direct
Email: [email protected]
Jeremy Martin: California License #0I40359
Bryson Casualty Insurance Services, Inc.: California License #0F89838 Please our Certificate of Insurance in Section E.13 Appendices.

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E.10 L I T I G A T I O N
CREDE has been in continuous business since 2001. During the last 23 years, we have never had an insurance claim, Errors and Omissions Claim, nor lawsuit filed against it.

We have never filed any claims or suits against other parties in relation to the provision of services to our clients.

CREDE has been involved in the following disputes that are not related to project management services:
■ A partnership dispute between CREDE and Paragon Construction Advisory after CREDE purchased Paragon in 2018. CREDE settled the case and bought out the other party.

This dispute was unrelated to the provisions of project management services for any of our clients.
■ CREDE Legacy Holdings, via Bay View Senior Living, filed a claim against a private individual, LP Investor Ron Thauer, for specific performance for not providing agreed and promised funding. Ron Thauer filed a civil countersuit against CREDE, its President Thomas Rieter, and CEO Colby Durnin.

This case goes to court in March 2025.

This dispute is related to Ron Thauer’s investment and is unrelated to provisions of project management services for any of our clients.

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E.11 O T H E R

I N F O R M A T I O N
Our community outreach extends
to involvement in food drives,
community blood donation
A. EFFICIENT STAFFING AND

PROJECT COMPLETION
CREDE provides flexible and strategic
partnership models to achieve shared
success with our Clients. Our handson approach to development and construction management leverages
deep industry knowledge from both
Owner and Contractor perspectives.

By proactively managing staffing,
time, costs, and changes, we deliver
on time and within budget. Our
operational expertise will ensure the
final product aligns with the City’s
long-term vision.
initiatives, and disaster relief
contributions. We are committed
to supporting local nonprofits and
organizing give-back events, such
as charity golf tournaments and
mentorship programs for aspiring
young professionals. Through these
initiatives, CREDE strives to build
stronger, more resilient communities
and drive meaningful social impact.”
Opportunity Marketing Group,
Inc. (OMG) is very involved in the
community and passionate about
providing more opportunities for
women and people of color. Every
project that OMG administers
compliance for has HUD Section 3
hiring requirements and/or PLA Local
Hire requirements, which contributes
directly to the community.

B. COMMUNITY INVOLVEMENT
Community involvement is a
cornerstone of CREDE’s values. We
participate in and support initiatives
to create lasting, positive impacts.

Among our efforts are partnerships
with War Heroes on Water, providing
therapeutic experiences for combatwounded veterans, and Freedom Alliance, offering scholarships
and support for military families.

We are proud to contribute to the
fight against childhood cancer
Principal, Krisna Bennett, recently
completed diverse disparity business
studies for LA Metro 2023, Cal Trans
2024 (not published yet), and is
starting the LAWA Disparity Study
and Cal Trans FTA study. These
studies are about how small, diverse,
women and people of color-owned
businesses fair in the marketplace. with fundraising for the Children’s Pediatric Cancer Research Center.

CREDE is also involved in affordable
housing projects, developing homes
for underserved populations, as
well as local school partnerships
supporting educational programs
fostering student success and
opportunities for underserved
youth. We engage in environmental
sustainability by promoting ecofriendly building practices and conservation initiatives.

C. PREVIOUS CITY INVOLVEMENT
CREDE’s past involvement with the
community includes the delivery of
the San Bernardino Justice Center.

D. CONFLICTS OF INTEREST
CREDE does not have any conflicts of
interest in connection with providing
the Services.

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1363 October 17, 2024: Page | 18
E.12 C E R T I F I C A T I O N O F

P R O P O S A L
October 17, 2024
Michelle Parra, Buyer

CITY OF SAN BERNARDINO
Purchasing Division
290 North D Street
San Bernardino, CA 92401
RE: Certification of Response to RFQual F-24-6001
Development Management Services
San Bernardino Hope Campus, San Bernardino, CA
Dear Ms. Parra and Selection Committee:

In compliance with RFQUAL Section E.12, Certification of Proposal, the undersigned, CREDE, hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFQUAL), and to be bound by the terms and conditions of the RFQUAL.

In compliance with RFQUAL Section F, No Deviations from the RFQUAL, CREDE also certifies that it takes no exceptions to this RFQUAL including, but not limited to, the Agreement.

Sincerely,
CREDE
Colby Durnin, CEO & Principal
18301 Von Karman Ave
Suite 510
Irvine, CA 92612
credegroup.com
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1364 October 17, 2024: Page | 19
E.13 A P P E N D I C E S
Please see the following additional documents:
■ CREDE Additional References
■ Resumes
■ OMG, Compliance Specialist
■ Schedule
■ Standard Hourly Rate Schedule
■ Certificate of Insurance
■ Prequalifications Certifications (Federal)
■ HUD Packet Attachments
■ RFQual Exhibit D Forms
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1365 October 17, 2024: Page | 20
CREDE

ADDITIONAL REFERENCES
Additional References
We encourage the City of San Bernardino
to contact following additional CREDE
references:
■ Cameron Basset
Watt Investment Partners
[email protected]
949-205-9315
■ Sean Armstrong
Westport Capital Partners
[email protected]
310-251-6186
■ Mike Tande
McGuire Builders, Inc.
[email protected]
462-424-3636
■ Dusty Dallas
Curve Development
[email protected]
(480) 440-3599
■ Greg Horton
American Group
[email protected]
310-432-4939
■ Michael Kollin
Kollin Altomare Architects
[email protected]
562-810-5612
■ Jim Dillavou
Paragon Commercial
[email protected]
949-274-0469
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1366 October 17, 2024: Page | 21

C O L B Y D U R N I N

PRINCIPAL-IN-CHARGE
Colby Durnin is the founder and CEO of Commercial Real Estate Development Enterprises (CREDE). With 25 years of experience, Colby has successfully developed and repositioned thousands of assets across the country, demonstrating CREDE’s ability to consistently deliver value for its clients.

Since founding CREDE in 2001, Colby has created a single-source solution with an experienced team in all areas under one roof, increasing efficiency throughout the development process. CREDE has developed and redeveloped more than 1900 projects, including all asset classes, spanning 25 states and 5 countries.

SELECTED EXPERIENCE
■ The Zeller Apartments - Salt Lake City, UT
A 300,000-SF, mixed-use, transit-oriented development. The project has 10 live-work units, 18 townhomes, 10 urban flats, 180 apartments, a multi-story parking structure and a large, groundlevel retail area. ■
■
The University of Utah Healthcare Center - Salt Lake City, UT New 170,000-SF health center, plus a 150-unit residential building with street-level retail spaces, a multi-tenant office building, and underground parking
Prairie Vista Apartment Homes - Williston, ND
Modular housing with 89-units, 3-story. Each home provides an in-unit washer and dryer, laminate wood flooring, and air conditioning. The pet-friendly community includes desirable shared amenities like an outdoor barbecue area, gazebos, and personal parking garages. ■
■
Dakota Landing (Ramada Hotel) - Williston, ND
240-room, 4-story Extended stay hotel facility with complete living and working facilities to accommodate 500 persons. Facility includes 240 separate sleeping quarters, lobby with library, full service restaurant, dining room, laundry, fitness center, conference area, business offices, media room, billiards and bar. Also included is a dormitory for 18 full-time, live-in employees.

Town Storage Office - Portland, OR
Construction management and development services of a 90,000-SF seismic upgrade and mixed-use, office conversion of an originally built 1916 structure.

EDUCATION AND LICENSING AFFILIATIONS
■
■
MBA, Finance: University of Hawaii ■ YPO, Executive Committee, Real Estate Network BA, Strategic Management:

University of San Diego ■
■
■
Urban Land Institute, Council Member
■ Licensed Real Estate Broker, CA, NV, TX ICSC
Team 100 Foundation
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1367 October 17, 2024: Page | 22

D A V E H E R I C

COO & PROJECT EXECUTIVE
Dave Heric has over 30 years of experience in operational leadership and strategic management. He is known for his exceptional ability to streamline operations, enhance productivity, and drive organizational growth. He oversees CREDE’s daily operations, executes strategic initiatives, and leads cross-functional teams to in operational excellence.

His passion fosters a culture of continuous improvement and innovation.

Before joining CREDE, Dave was head of operation at a vertically integrated general contractor specializing in multifamily. His experience provides the team with a strong understanding of multifamily renovations and the required processes taken from the beginning of acquisition through redevelopment. Dave’s’ leadership in logistics, strategic development, and process optimization is instrumental in achieving sustained growth and profitability, instilling confidence in our team.

SELECTED EXPERIENCE
■
■
■
■
■
■
Castle Rock Apartments - Riverside, CA
272 units / 3-stories; Full interior renovation of 272-units based on vacant turns.

Colonnade Apartments - Riverside, CA
288 units / 3-stories; Full interior renovation of 288-units based on vacant turns.

Roosevelt Lofts - Los Angeles, CA
Clubhouse, Amenity space renovations.

Breeze Apartments - Los Angeles, CA
26 units / 2-stories; ADA upgrades to 15-units
Park Villas Apartments - National City, CA
268 units / 2-stories; Occupied interior renovation
Avalon La Jolla Colony - La Jolla, CA
180 units / 3-stories; Occupied interior renovation with 5-day turnaround time per unit, taking on 20-units per month, Project completed in 9-months.
■
■
3400 Avenue of the Arts - Irvine, CA
770 units / 4-stories; Full interior renovation based on vacant turns.

CitiZen South Bay on West 235th Street - Torrance, CA
265 units / 2-stories; Full interior renovations for 265-units based on vacant turns.

EDUCATION AND LICENSING CERTIFICATIONS
■ BS, Business Management:

California State University, San Marcos
■ Project Management Professional (PMP)
University of California, Irvine
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1368 October 17, 2024: Page | 23

G I N A W I E C Z O R E K

PARTNER AND MANAGING DIRECTOR
Gina Wieczorek has over 15 years of experience overseeing strategic initiatives, development, and construction management (C/M) on numerous multifamily, retail, and commercial projects. Prior to joining CREDE, as Partner and Managing Director, Gina was the Principal of Casitas Development Services, a C/M and real estate development consulting firm involved in all phases of the design, permitting, and development process for multifamily projects.

Gina’s experience includes the repositioning of multiple value-add apartment communities and entitling an adaptive reuse project of a commercial tower into a multifamily residential building. She has redeveloped of hundreds of multifamily units including value-add rehab and new construction, and has delivered over 100 ADUs to Southern California. Her passion to build and deliver exemplary work and keen attention to detail is evident in her projects.

She always keeps the final user in mind, providing housing that residents are proud to call their home in the communities she helps build.

SELECTED EXPERIENCE
■ Pasadena Second Unit ADU Program - City of Pasadena, CA Creation and execution of the City’s winning program to provide Section 8 housing via building ADUs in program participants backyards funded by a low-interest, City-provided loan. ■ Affordable ADU Pilot Program - City of West Hollywood, CA Participated in the creation of the City’s ADU program as part of a Consultant team ■
■
■
■
■
■
■
■
■
Rancho Badillo Ground-Up Market Rate Apartments, 28 Units - Covina, CA Melrose Ave Ground-Up Market Rate Apartments, 52 Units - Los Angeles, CA E 3rd Street, 13 Units - Long Beach, CA
Ocean Blvd Adaptive Reuse and Ground-Up Apartments, 263 Units - Long Beach, CA Belleview Ave, 19 Units - Los Angeles, CA
Gilmore Ave, 4 Units - Los Angeles, CA
N. Harvard Ave, 8 Units - Los Angeles, CA
Westmoreland Ave, 16 Units - Los Angeles, CA
DeLongpre Apartments, 68 Units - Los Angeles, CA

EDUCATION AND LICENSING AFFILIATIONS
■ ■ Urban Land Institute:
■
MBA: New York University
Co-Chair of Programs Committee,
LA DC Advisory Board, NEXT member,
Housing Council member, REACH Mentor,
Small Scale Development Product Council
member
BS: California Polytechnic State University,
San Luis Obispo
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1369 October 17, 2024: Page | 24

K R I S N A B E N N E T T

FUNDING COMPLIANCE SPECIALIST (SUBCONTRACTOR)

PRESIDENT
OPPORTUNITY MARKETING GROUP, INC. (OMG)
Krisna Bennett is the Owner and of Opportunity Marketing Group, Inc. (OMG), a funding compliance services firm and leader in Prevailing Wage Compliance. OMG is HUD Section 3, SBE, MBE, WBE, and DBE certified.

Krisna is a highly skilled specialist in public works contracting compliance with an adept understanding of federal DOL, HUD, Davis Bacon and State Public Works laws, regulations, compliance and awarding agency guidelines. She enforces contract compliance, business and local hire outreach requirements along with labor and prevailing wage compliance for multiple agencies, developers and general contractors for both public and private projects throughout Southern California.

SELECTED EXPERIENCE
■ The Aspire – Oversight enforcement to ensure Prime Contractor and subcontractors comply with Public Works, Davis Bacon, and HUD Section 3 requirements. Agency: County of Riverside ■ Project Legacy – Oversight enforcement to ensure Prime Contractor and all subcontractors comply with Public Works, Davis Bacon and HUD Section 3 requirements. Agency: HCD & County of Riverside
■
■
El Verano Senior Community - Anaheim, CA
OMG is currently the official Labor Compliance Consultant and Enforcement Officer for the City of Anaheim. This 54-units of affordable housing for low-income seniors (50% for formerly homeless), and Permanent Supportive Housing (PSH). Funded with 9% LIHTC, it provides on-site case management, health/wellness programs, and educational classes.

Enlightenment Plaza – Rousseau Résidences, Montesquieu Manor & Voltaire Villas - Contract Compliance enforcement services to ensured proper execution of diverse business program participation outreach, planning and mandated goal achievement, labor compliance monitoring, prevailing wage enforcement, and Project Labor Agreement compliance. Agency: BCA/LAHD/ HACLA
■
■
Springhaven Willowbrook II – Local Hire, State Public Works & Federal Davis Bacon compliance monitoring & enforcement services on $54M, 100-unit affordable housing project with homeless supportive housing, and a child development center for at-risk youth. HUD Section 3 & Federal Davis Bacon Requirements. Agency: LACDA
Palm View Apartments – HUD Section 3 & Federal Davis Bacon compliance monitoring and enforcement services on this $8MM rehabilitation project. Agency: LACDA

EXPERTISE AFFILIATIONS
■
■
■
Expert Compliance Advisor ■ National Association of Minority Contractors Southern California Effective Trainer and facilitator
Community Outreach Specialist
■
■
■
Minority Business Development Agency
Black Business Association
National Association of Women Business
Owners
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1370 October 17, 2024: Page | 25

M A T T B E N N E T T

SENIOR PROJECT MANAGER
Matt Bennett 20+years of experience includes all aspects of project management, such as preconstruction, estimating, monitoring job costs, and schedules. He works closely with the design team and owner to ensure projects are completed on time and within budget.

Matt is well-versed in a multitude of market sectors, including healthcare, higher education, government, aerospace, and entertainment. His diverse experience allows him to transition across markets easily.

SELECTED EXPERIENCE
■
■
■
Mission College Central Plant and Interconnect Projects - Sylmar, CA $15M. 4,000-SF design-build of a new modular central utility plant for West Campus, including engineering office space, coil upgrades to existing air handling units, and infrastructure upgrades to electrical and chilled water.

San Bernardino Justice Center for the Judicial Council of California - San Bernardino, CA $262M. 380,000-SF, new 12-story trial court facility with 36 courtrooms, court executive and administrative offices, traffic and family law administration, juvenile division, appellate division, central holding areas, jury assembly areas, and below-grade parking.

Children’s Hospital Los Angeles, Marion, and John E. Anderson Pavilion - Los Angeles, CA $454M. 566,500-SF, new seven-story, 317-bed patient tower includes cardiothoracic intensive care, newborn and infant critical care, emergency department, new cafeteria/outdoor dining, and conference center.
■
■
■
Cedars-Sinai Health Systems, Pacific Design Center Bio-Manufacturing Facility - Los Angeles, CA $25M. 23,635-SF tenant improvement and new construction of cGMP clean rooms, research labs, offices, and workstations.

Cedars-Sinai Health System, The Angeles Clinic Renovation and Expansion - Los Angeles, CA $26M. 40,000-SF renovation and expansion a three-story location housing imaging, lab, infusion, pharmacy, central check-in, urgent care, clinical exam, and research.

Gilead Lifesciences Southern California Campus Relocation, Los Angeles County 387,000-SF build-out of a 24-acre site with six buildings, including cGMP manufacturing, office/ lab, central plant, and warehouse/packaging. Buildings are structural steel frame with a precast exterior. The project includes site work, an adjacent road extension, a design-assist MEP package with process piping and equipment coordination, and complete commissioning and validation.

EDUCATION AND LICENSING CERTIFICATIONS
■ BS, Construction Management: ■ LEED Accredited Professional Michigan State University
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1371 October 17, 2024: Page | 26

M I G U E L G A R C I A

SENIOR DEVELOPMENT MANAGER
Miguel Garcia has over 18 years of experience in real estate and project management. He is the political liaison with elected officials, community groups, and government agencies. He has successfully managed many affordable housing projects, including those for low-income families, seniors, students, farmworkers, as well as mixed-use and urban infill projects. These projects utilized Low-Income Housing Tax Credits (LIHTC), New Markets Tax Credit (NMTC), and other complex, layered financing structures.

Miguel oversees all aspects of real estate development, from acquisitions through asset management. His projects are completed on time, within budget, and with the highest standards. He helps clients achieve affordable housing goals and make a positive impact on their communities. By integrating new technologies and cultivating strategic partnerships, Miguel works with his teams to deliver a high-quality and people-centered development.

SELECTED EXPERIENCE
■ El Verano Senior Community - Anaheim, CA
54-units of affordable housing for low-income seniors (50% for formerly homeless), and Permanent Supportive Housing (PSH). Funded with 9% LIHTC, it provides on-site case management, health/wellness programs, and educational classes. ■
■
■
■
■
Rollan Curtis Apartment Community - Los Angeles, CA
A mixed-use project with 140 affordable housing family units, a health clinic and retail space.

Partially funded by NMTC, it is community hub with essential services.

Fillmore Central Station Community - Fillmore, CA
Mixed-use affordable housing designed to serve low- and moderate-income families, with 24 rental units and 8 affordable for-sale homes.

Paseo De Luz Apartment Community - Oxnard, CA
Affordable housing for individuals with special needs, including mental illness, featuring 23 onebedroom units.

Camino Gonzalez Apartment Community - Oxnard, CA
18-unit affordable home community for families employed by the agricultural industry. The development features one-, two-, and three-bedroom rental homes.

Valle Naranjal Community - Piru, Ventura County, CA
A 66-unit family affordable housing development.

EDUCATION AND ACCREDITATIONS AFFILIATIONS
■ ■ SCANPH Member
■
BA: California State University, Northridge
Housing Development - Training Institute
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1372 October 17, 2024: Page | 27

A D A M W E M H A N E R

DEVELOPMENT MANAGER
Adam Wemhaner has 35 years of experience in development and construction management.

He has a proven track record of driving growth, streamlining operations, and fostering innovation across all aspects of the industry. Leveraging his expertise in both developer and contractor roles, he consistently delivers complex projects on time and within budget.

Adam is a strategic leader, focusing on growth, innovation, and efficiency in construction management. As an expert in comprehensive project management, he oversees the project lifecycle from pre-construction to final delivery, ensuring quality and profitability.

Adam excels at building high-performing teams and nurturing a positive company culture.

Additionally, he manages complex stakeholder relationships, securing funding, and expanding market presence. A visionary thinker, he brings a talent for devising innovative solutions and optimizing processes to support organizational growth and success. He is proficient in Procore, Bluebeam, AutoCAD, and Revit.

SELECTED EXPERIENCE
■
■
■
U.S. Grant Hotel - San Diego, CA
$56M full remodel of a 270-guestroom historic hotel, including convention center space, the famous Grant restaurant, a new bar, and the entire public lobby space. Adam managed the careful refurbishing process, preconstruction in-house design, and value engineering options.

Moxy by Marriott - San Diego, CA
Special project comprising both ground-up construction and refurbishment for a 1899 historic building with 128 guestrooms. Adam managed the development process, preconstruction design in Los Angeles, and all construction through COO.

Auberge Resorts, - Calistoga, CA
Ground-up award-winning Napa Valley resort featuring, 100 rooms consisting of 15 private suites and 85 studios. Work also included all new roads and underground utilities, six meeting rooms, two restaurants, a new bar, and a spa with geothermal and mineral pool. Adam managed the budgeting process, preconstruction design, and all construction. ■ Proper Hotel - San Francisco, CA
Full renovation and conversion of an iconic 1907 hotel into the Proper Hotel. Renovations included 131 guestrooms, extensive structural work, and preservation of the original 80-year-old lobby tile.

Includes three new restaurants. Adam managed the demolition and careful restoration process, preconstruction design, and construction.

EDUCATION AND LICENSING CERTIFICATIONS & AFFILIATIONS
■
■
BS, Business: University of Phoenix ■
■
OSHA 30-hr Construction Safety Certificate
Additional coursework, business programs
and executive education via MIT, UCLA,
Cambridge, Cornell, Florida University,
Oklahoma University.

Certified Maintenance and Reliability
Professional
■ Society for Maintenance and Reliability
Professionals
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1373 October 17, 2024: Page | 28

Y O N A S M I S G I N A

PROJECT MANAGER
Yonas Misgina is a seasoned and highly skilled project manager, with more than 17 years of professional experience in project management, including building construction, land development, and capital improvement programs.

Throughout his career, Yonas has demonstrated proficiency in delivering a wide range of projects, including multi-family, residential, and civil projects across California. His wealth of experience makes him an invaluable addition to any team, where he can confidently tackle and overcome challenges. He is proficient at AutoCAD Civil 3D, HEC-RAS, EPA SWMM, EPANET, MS Project, HCSS (heavy bid), and Primavera.

SELECTED EXPERIENCE
■ City of Santa Clarita - Santa Clarita, CA
Managed projects for the City of Santa Clarita. Work included site improvements to retaining walls, walking paths, and pedestrian ramps. Duties also included reviewing and approving contractors, billing, and project documents.
■
■
3571 Centinela Ave Apartments - Los Angeles, CA
6,998 sq ft, 4-unit. Construction management services with design, support, and documentation. 860 W Normandie Ave Apartments - Los Angeles, CA
Provided civil engineering design and construction support including monitoring, change management, and documentation.
■
■
Seminole Springs Modular Home Park - Agoura Hills, CA
Building construction, street improvements, storm drain repair, and water/gas/sewer pipeline upgrades.
64 Hermosa Ave - Oakland, CA
2455 sq ft, 3-bed, 3-bath, single-family home. Construction and site improvement, with support, monitoring, and documentation.
■
■
2800 Lakeshore Blvd - Agoura Hills, CA
Single-family residential rebuild including permitting and supervision. 29206 Crags Dr - Agoura Hills, CA
Provided cost estimating, scheduling, permitting, and site supervision for the residential rebuild of this single-family home.

EDUCATION AND LICENSING CERTIFICATIONS & AFFILIATIONS
■
■
■
MS, Project Management:

Northwestern University
■
■
OSHA 30-hr Construction Safety Certificate
Associate Member - ASCE
BS, Civil Engineering: (American Society of Civil Engineers) Addis Ababa University, Ethiopia
Professional Engineer, California, #90746
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1374 October 17, 2024: Page | 29

E M M A R I V I E L L E

ASSISTANT PROJECT MANAGER
Emma Rivielle is a Master of Science graduate in Real Estate with a proven history of success, backed by four industry internships which honed her expertise in commercial development. As an Assistant Project Manager, she is proficient in managing financial analysis, coordinating project documentation, and developing strategic plans to drive project success. Her academic achievements and practical experience equip her with a deep understanding of real estate development, from initial concept to final execution.

A former collegiate athlete, Emma brings a unique, team-oriented mindset to her role, excelling in high-pressure environments and fostering collaboration among stakeholders.

Her attention to detail, strong organizational skills, and commitment to delivering excellence make her a valuable asset in overseeing complex, multifaceted projects. With a passion for innovation and continuous improvement, she is dedicated to the success of every project.

SELECTED EXPERIENCE
■ Yerba Buena Island - San Francisco, CA
An $80M luxury town home and flats development bringing 266 new residential units to the housing market, addressing the growing demand. This thoughtfully designed community includes a significant affordability component, with 27% of the units dedicated to affordable housing, contributing to a more inclusive and diverse residential offering. ■ Chapman University Campus - Orange, CA
The $25 million, 50,000-SF Student Success Center is a cutting-edge, ground-up development providing essential services to support student achievement throughout their academic journey.

This dynamic facility houses spaces for academic advising, career counseling, tutoring, and other student-focused services, all aimed at fostering personal and academic growth. With modern, flexible spaces and advanced technology, the center serves as a critical hub for students to access the needed resources to succeed in their academic and career pursuits.

EDUCATION AND LICENSING CERTIFICATIONS
■ MS, Real Estate: Chapman University,
George L. Argyros College of Business and
Economics
■ Wall Street Prep: Real Estate Financial
Modeling and Valuation
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1375 October 17, 2024: Page | 30

L E O R A M I R E Z

PROJECT SCHEDULER
Leo Ramirez is a results-oriented Construction Scheduler and Senior Planning Consultant with over 25 years of experience successfully supporting multiple projects utilizing Primavera P6. He has proven expertise in managing complex capital projects, including civil, structural, mechanical, process piping, plumbing, electrical, commissioning, and regulatory sign-off. Leo serves as a Senior Planning Consultant with extensive experience in supporting business development, preconstruction, design-build, and construction phases.

His comprehensive knowledge and skill set make him an invaluable asset in guiding projects to successful completion.

Leo is instrumental in supporting project teams at risk of eroding fees by providing delay analysis to support compensable requests for extensions of time. His notable achievements include master planning and scheduling for Fullerton College’s construction bond program and facilitating trainings to enhance project team capabilities for monitoring and controlling project schedules. His dedication to improving project outcomes through meticulous planning and effective training underscores his commitment to excellence.

SELECTED EXPERIENCE
■ Camden Glendale Triangles - Glendale, CA
$60M+. Ground-up, 7-story, multi-family and mixed use development. The complex includes 303 residential units (16 for low income), 16 live-work units, and six ground floor retail spaces. ■ Egyptian Condominiums - San Diego, CA
New construction & historic renovation, this mixed-use project with 80 residential condominium units and retail space over two-levels of underground parking, totaling 202,800-SF. Included partial demolition and restoration of historic Bush Egyptian Theatre, converted into retail space. ■
■
Henry Mayo Newhall Hospital, New Patient Tower - Santa Clarita, CA $151M+, design build, six-level patient tower adds 142 patient beds to the Santa Clarita Valley community. It includes private rooms with bathrooms, medical/surgical rooms, and a Women’s Services unit. The project includes a new central plant to support the building systems.

Valley Presbyterian Hospital Inpatient Tower - Van Nuys, CA $36M. Construction of new six-story structure, 127,250-SF, included 188 beds, nurse stations, isolation rooms, ICUs, semi-private rooms, nurseries, VIP suites and central plant. The hospital remained fully operational during all phases of construction. This is an OSHPD 1 facility.

EDUCATION AND LICENSING AFFILIATIONS
■
■
University of San Diego: ■ AACE Member
•
•
•
Certificate in Risk Management
Certificate in Scope Management
Fundamentals of Project Management
Platt College:
• Certificate in Drafting Technology
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1376 October 17, 2024: Page | 31

B J O R N T H I E L A N

ACCOUNTING MANAGER
Bjorn Thielan brings over 10-years of experience specializing in construction and development. He works closely with the development team and investors to secure construction financing and keep the projects running. His experience includes mixed-use, multi-family, and healthcare facilities. Experienced with construction budgets of over $100M, Bjorn is responsible for preparing and submitting monthly bank draws, preparing loan draws, and reconciling project budgets.

A seasoned financial and construction accountant, Bjorn’s experience allows him to multitask while maintaining a high level of accuracy and efficiency. He works closely with the development team to secure funds for projects, with CPAs for yearly audits for operating properties and cost certification for all new projects. Additionally, he oversees the accounting department for CREDE in monthly financials and year-end duties.

SELECTED EXPERIENCE
■
■
■
LifeHOUSE - San Diego, CA
Situated within the Bird Land neighborhood of San Diego, California, LifeHOUSE San Diego Healthcare Center is a 305 bed skilled nursing facility.

LifeHOUSE - Bakersfield, CA
This Healthcare Center is located within the Homaker Park neighborhood. It is a 150-bed skilled nursing facility offering independent, assisted, and memory care living.

The Palazzo - Phoenix, AZ
A full-service continuing care retirement community offering Independent Living, Assisted Living, Skilled Nursing, and Memory Care. The community features three Assisted Living neighborhoods all with fully accommodating living areas and apartments that are among the largest Assisted Living homes in the market. Each completely renovated apartment offers full kitchens, walk-in closets with extra storage, large private patios or balconies, emergency call boxes and views of the surrounding Phoenix Mountain range.

EDUCATION AND LICENSING
■ BS, Economics:

University of California, Irvine
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1377 October 17, 2024: Page | 32

OPPORTUNITY MARKETING GROUP, COMPLIANCE SPECIALIST

ADDITIONAL INFORMATION

CONFIDENTIAL

STATEMENT OF

QUALIFICATIONS
5183 Overland Avenue Suite A Culver City, CA 90230
Prepared By OPPORTUNITY MARKETING GROUP, INC IS A
Krisna Bennett
Owner – President Opportunity Marketing Group, Inc. (OMG) PH: (310) 922-7629 E: [email protected] and HUD Sec
3 business
Opportunity Marketing Group, Inc. (OMG) founded in 1992 by Jan Bennett is a DBE, SBE, LSBE, WBE and MBE certified by Los Angeles Metropolitan Transportation Authority (LA METRO), DGS and the California Unified Certification Program (CUCP). Opportunity Marketing Group, Inc. is an equal opportunity employer who promotes the economic advancement of minorities and women as individuals and business owners through enforcing local hire employment and award of contracts to certified firms on State, Federal and Private funded construction projects.

OMG provides contract compliance enforcement and consulting, throughout the Southern California region to both public and private entities. For over 25 years OMG has specialized in State Public Works, Federal Davis Bacon (and Related Acts), Equal Employment Opportunity, Community Outreach, Diverse Business contracting, Local Hire, Project Labor Agreement enforcement, Outreach Program planning assistance, HUD Section 3, Community Engagement Services and all agency compliance requirements.

OMG knows the formula for compliance success to complex Labor compliance laws. Through this knowledge we can enforce labor standards and prevailing wages promptly and successfully for the Developer, Awarding Agency, General Contractor and all stakeholders involved. OMG has worked with all building trade unions enforcing Project Labor Agreements on public works and federally funded projects. Through our long history in the labor compliance Industry OMG is equipped with an expert set of skills that mitigates contractors and client's risk of penalty or fines due to non-compliance. OMG has a highly trained staff with 30+ combined years of experience implementing successful programs of compliance. OMG has an efficient streamlined process that allows us to quickly organize projects, track data and be proactive in mitigating any potential issues of non-compliance. OMG can foresee potential contractor compliance issues and provide clear and comprehensive reports and plans of action to ensure compliance is met. OMG’s insight in reaching logical and legal resolutions to complex issues has made OMG an asset to our clients.

OMG’s clients include public and private sector; owners, developers, prime contractors, city and county agencies, private consultants and diverse business enterprises. OMG has worked on some of the largest public and private construction projects in the Los Angeles area and surrounding cities on such projects as the Metropolis Hotel & Residence DTLA, Exposition Park, California Science Center, Coliseum Restoration Project, EPIC Swim Stadium, Staples Center, The W Hotel & Residences Hollywood, L.A. Live, Ritz Carlton / JW Marriot Hotel & Residences, Courtyard Marriott, Alameda Corridor, Del Mar Station and Lynwood High school. OMG’s affordable housing division has worked on executing compliance programs using CDBG, HOPWA, HOME, TCAC, ARPA, HAP, HOMEKEY, JJJ, HHH, and other State, City or County funds. OMG is currently the official Labor Compliance Consultant and Enforcement Officer for the City of Anaheim.

OMG’s community participation and compliance enforcement efforts have had a profound impact on countless communities, contractors, and individuals. Providing access to contract awards, jobs, training, and educational programs.

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1378 October 17, 2024: Page | 33

OPPORTUNITY MARKETING GROUP, COMPLIANCE SPECIALIST

ADDITIONAL INFORMATION

KRISNA BENNETT - OWNER AND PRESIDENT
OPPORTUNITY MARKETING GROUP, INC.
(OMG) - BIO
Krisna began her career in 1997 at Opportunity Marketing Group, Inc.(OMG) as an equal employment officer (EEO) and contract compliance consultant on government funded construction projects, working and learning the business alongside her Mother OMG’s founder, enforcing State Public Works and Federal Labor Standards including; EEO, labor, prevailing wage, Local Hire/PLA compliance on such projects as Staples Center, California Museum of Science and Industry, King Drew Magnet High-School, Metro Pasadena Gold Line, LA Live and W Hotel Hollywood. Krisna has been instrumental in developing innovative programs and executing opportunities for better community inclusion, community communication of project statistical data, local employment hiring and diverse business contract award industry practices. Krisna has been instrumental in expanding OMG’s affordable housing department, working with several of the leading Developers and Primes on supportive housing projects throughout Southern California and surrounding cities.

Krisna became the sole owner of Opportunity Marketing Group, Inc. in 2018 and has established herself as an industry leader in ensuring successful community and local outreach program, labor and prevailing wage monitoring and enforcement in the commercial and residential public works construction industry.

Ms. Bennett is an expert in State and Federal labor compliance, prevailing wage, equal opportunity enforcement, community outreach, diverse business and workforce development; including HUD Section 3 projects, Project Labor Agreements and Local Hire program planning and execution. In 2021 Krisna was approved to enforce labor compliance on behalf of the City of Anaheim. Since 1997 Krisna has assisted in developing and implementing successful labor and prevailing wage, employment and business outreach programs for such projects as Metro Southwestern Yard, Metro AMC Shoofly, Metropolis Hotel Indigo and Residences, Project Legacy, Silva Crossing, The Nook, Enlightenment Plaza, LA County Twin Towers Correctional facility Elevator Project and a multitude of other public improvement, commercial and supportive housing projects throughout Southern California. Krisna has forged professional relationships that are founded in trust, mutual respect, mindfulness, and open communication.

Krisna 's best practices of sound business have solidified OMG as a recognized leader in the construction contract compliance industry.

OPPORTUNITY MARKETING GROUP, INC. (OMG)

ABOUT THE FOUNDER JAN BENNETT
Founded in 1992 by Janice Bennett, arising out the 1992 civil disobedience in Los Angeles, Janice Bennett formed Opportunity Marketing Group. Opportunity Marketing Group gained recognition as a leader in the outreach industry in 1993 while collaborating with Mayor Richard Riordan and the Rebuild LA program providing minority contractors to rebuild after the Los Angeles riots. Those first projects included the Sears store in Santa Monica and two South Los Angeles Mobil service stations destroyed by fire, seventy percent of the subcontractors hired were minority-owned companies all supplied by Opportunity Marketing Group. Her vision was to help rebuild the communities that were damaged in the Los Angeles Riots.

OMG’s founder understood that if Disadvantaged and Small businesses were given an opportunity to contracts, then local and disadvantaged workers would also be given an opportunity for employment. OMG then solidified their place in the community outreach, public works and federal funded compliance enforcement industry by providing minority, woman, disadvantaged, small business outreach and contract compliance enforcement services on early projects such as the New Lynwood High-School project, the San Diego Navel Housing Project Chollas Heights project, Staples Center, L.A. Live, Metropolis Hotel Indigo & Residence, California Science Center, Coliseum Restoration Project, EPIC Swim Stadium, W Hotel & Residences Hollywood, L.A. Live Ritz Carlton/ Marriot California Science Center, Jan and Krisna Bennett 1998 Hotel & Residences, Courtyard Marriott, Alameda Corridor, Del Mar Station and Metro Gold Line.

Jan Bennett, Mayor Richard Riordan and Christine Divine (left) - Jan Bennett is being presented with award from the City of Los Angeles for her stellar efforts and support while working with Rebuild L.A., the economic development organization created after the 1992 riots.

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1379 October 17, 2024: Page | 34

OPPORTUNITY MARKETING GROUP, COMPLIANCE SPECIALIST

ADDITIONAL INFORMATION
OPPORTUNITY MARKETING, INC. DBA OMG COMPLIANCE SERVICES Services Offered
Labor And Prevailing Wage Compliance Enforcement, Monitoring, Tracking and Reporting • Project Compliance Audit and Closeout/Retention Release Assistance Services. • Project Labor Agreement Development, Interpretation, Monitoring and Enforcement • Skilled And Trained Workforce Requirement Planning Assistance, Monitoring and Enforcement • Community Outreach / Local Hire Program Execution, Monitoring, Enforcement, Candidate Placement, Good Faith Tracking and Reporting • Business Outreach Program Compliance Adherence (MBE/WBE/DBE/DVBE/SBE/LSBE/OBE) Identification Assistance, Enforcement, Monitoring and Reporting • Section 3 Program Adherence Section 3 Resident, Targeted Worker and Business Identification Assistance, Enforcement, Monitoring, Tracking and Reporting Determined pursuant to the provisions of sections 1720 et seq. of the California Labor Code and the Davis-Bacon Act (40 USC, Chapter 3, Section 276a-276a-5; and 29 CFR Parts 1, 3,5, 6 and 7) require the payment of prevailing wages and labor standards enforcement for all Public Works projects over $1000 and Davis Bacon requirements when construction work over $2,000 is financed in whole or in part with federal funds. All projects receiving a penny or granted a concession of discount from the State are considered Public Works an any award from HUD are subject to Section 3 requirements.

Opportunity Marketing Group, Inc. will provide compliance services including prevailing wage monitoring and public works labor enforcement according to the requirements as outlined in the California State Labor Codes 1720-1781, all applicable federal labor standards, Department of Labor, and HUD regulations associated with your project.

Opportunity Marketing Group, Inc. will provide Labor Compliance enforcement services by approaching all Equal Employment Opportunities, Labor & Prevailing Wage, outreach compliance enforcement monitoring and reporting requirements in a comprehensive systematic manner.

Most importantly, OMG will create a customized plan to meet the specific needs of your project. OMG provides services through an integrated system of processes, checks and balances to ensure all labor Standards are properly enforced for the duration of the project. OMG has a team of professionals with a dedicated team leader to execute and enforce your projects Labor and Prevailing Wage Compliance program. OMG will notify you of all violations to prevailing wage payments, apprenticeship and other applicable labor standards including any business or employment outreach requirements. 5 City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1380 October 17, 2024: Page | 35

OPPORTUNITY MARKETING GROUP, COMPLIANCE SPECIALIST

ADDITIONAL INFORMATION
OPPORTUNITY MARKETING GROUP, INC. DBA OMG COMPLIANCE SERVICES

PROJECT EXAMPLES
Does not include all OMG’s project.

CONFIDENTIAL
Affordable and Supportive
Housing Projects
*does not include all projects
•
•
2023-2024 The Aspire – Provide project oversight enforcement on behalf of the owner to ensure Prime Contractor and all subcontractors maintains compliance with Public Works, Davis Bacon and HUD Section 3 requirements. Awarding Agency: County of Riverside
2022 – 2024 Enlightenment Plaza – Rousseau Résidences, Montesquieu Manor & Voltaire Villas - OMG provides Contract Compliance enforcement services on behalf of the Prime. Responsible for ensuring proper execution of diverse business program participation outreach, planning and mandated goal achievement, labor compliance monitoring, prevailing wage enforcement and compliance with the Project Labor Agreement. Awarding Agency: BCA/LAHD/HACLA
•
•
•
2021 – Dec 2023 Project Legacy – Provide project oversight enforcement on behalf of the owner to ensure Prime Contractor and all subcontractors maintain compliance with Public Works, Davis Bacon and HUD Section 3 requirements. Awarding Agency: HCD & County of Riverside 2021 – 2023 The Nook FKA South Library – Provided project oversight enforcement on behalf of the owner to ensure Prime Contractor and all subcontractors maintain compliance throughout with all Public Works, Davis Bacon and HUD Section 3 requirements. Awarding Agency: LACDA 2021 – 2023 Silva Crossing Library – Provided project oversight enforcement on behalf of the owner to ensure Prime Contractor and all subcontractors maintain compliance throughout with all Public Works, Davis Bacon and HUD Section 3 requirements. Awarding Agency: LAHD/HACLA CONFIDENTIAL City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1381 October 17, 2024: Page | 36

OPPORTUNITY MARKETING GROUP, COMPLIANCE SPECIALIST

ADDITIONAL INFORMATION
Past 10 years of Affordable and
Supportive Housing Projects
*does not include all projects
• Springhaven Willowbrook II – Provided Local Hire, State Public Works & Federal Davis Bacon compliance monitoring & enforcement services on this $54MM 100-unit affordable housing project will include supportive housing for the homeless as well as a child development center for at-risk youth. HUD Section 3 & Federal Davis Bacon Requirements Completed 2021 (agency - LACDA) Palm View Apartments – Provided HUD Section 3 & Federal Davis Bacon compliance monitoring and enforcement services on this $8MM rehabilitation project. Completed 2020 (agency - LACDA) Garden Grove Sewer Main Lining and Spot Repair Projects 1 & 2 – Provided HUD Section 3 & MBE/WBE compliance enforcement services. Completed 2020 (agency - City of Garden Grove) Courson Arts Colony East and West – Provided State Public Works, HUD Section 3, Federal Davis Bacon compliance monitoring and enforcement services. Completed 2020 (agency - LACDA) South Campus Apartments – Provided HUD Section 3, State Public Works & Federal Davis Bacon compliance monitoring and enforcement services. Completed 2019 (agency - HCIDLA) Carlos Ortega Apartments – Provided State Public Works, HUD Section 3, Federal Davis Bacon compliance monitoring and enforcement services. Completed 2018 (agency - City of Palm Desert) Coral Mountain HUD – Provided State Public Works, HUD Section 3, diverse business outreach & Federal Davis Bacon Requirements. Completed 2015(Agency - City of La Quinta) Hazeltine and wyandotte Apartments – Provided State Public Works, HUD Section 3, Federal Davis Bacon Requirements. Completed 2015 (Agency - HCIDLA) •
•
•
•
•
•
•
•
•
•
Silverlake Village – Provided State Public Works, HUD Section 3, MBE/WBE utilization & Federal Davis Bacon Requirements. Completed 2014 (Agency - LAHD) Hollywoodland Family Apartments – Provided HUD Section 3 & Federal Davis Bacon compliance monitoring and enforcement services Completed 2014 (Agency - HUD) Silverlake Village – Provided State Public Works, HUD Section 3, MBE/WBE utilization & Federal Davis Bacon Requirements. Completed 2013 (Agency - HCIDLA)

CONFIDENTIAL
Commercial Projects
*does not include all projects
Robert Cruz Hensel Phelps Project Manager Ph: 714.673.1003 E: [email protected] • July 2024 – Present: Cal Trans Small Disadvantaged Business Research Study – Krisna serves as the Data Expert on the disparity study. The Disparity Study examines Cal Trans contracting practices in construction, architecture and engineering, miscellaneous and other professional services, and goods and other services as it relates to Disadvantaged and Small Business Enterprises (S/DBEs). •
•
June 2024 – Present: LA County Twin Towers Correctional Facility Elevator Repair Project – Enforce State Public Works Labor/Prevailing Wage, CBE Business Outreach Program compliance on behalf of the GC.

June - December 2024: LA Metro Small Disadvantaged Business Research Study – Krisna served as the Data Expert on the disparity study. The Disparity Study examines Cal Trans contracting practices in construction, architecture and engineering, miscellaneous and other professional services, and goods and other services as it relates to Disadvantaged and Small Business Enterprises (S/DBEs). •
•
2021 – Dec 2026 City of Anaheim Labor Compliance Consultant – Park capital improvement projects OMG enforced Davis Bacon, Public Works, MBE/WBE and HUD Section 3 on behalf of the City of Anaheim. 2022 – 2024 Airport Metro Connector Station Site Work and Shoofly Construction – OMG was responsible for ensuring proper execution of diverse business program participation outreach and mandated goal achievement, labor compliance monitoring, prevailing wage enforcement and compliance with the Project Labor Agreement (PLA) – Local Hire and Disadvantage worker goals. •
•
2016 – 2020 Metro Southwestern Yard Project – OMG was responsible for ensuring proper execution of program, compliance monitoring, enforcement and reporting as per: Project Labor Agreement (PLA) – Local Hire and Disadvantage worker goals, State and Federal Labor and Prevailing Wage requirements. Krisna also served as the community liaison on behalf of Hensel Phelps Herzog. 2014 -2017 Metropolis Hotel Indigo and Residences – OMG was responsible for ensuring proper execution of program, compliance monitoring, enforcement and reporting as per: (PLA) – Local worker goals, State and Federal CONFIDENTIAL Labor and Prevailing Wage requirements.

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1382 October 17, 2024: Page | 37

OPPORTUNITY MARKETING GROUP, COMPLIANCE SPECIALIST

ADDITIONAL INFORMATION

OPPORTUNITY

MARKETING
GROUP, INC.

Iconic Commercial Projects:

Delivered full labor and prevailing wage compliance. Most projects included required Local Hiring Project Labor Agreements and MBE/WBE Participation. *does not include all projects •
•
•
•
•
•
•
Park and Market Apartments – Completed 2021
Courtyard Marriott DTLA – Completed 2014
The W Hôtel & Résidences Hollywood – Completed 2009
L.A. Live – Completed 2009
Epicc Swim Stadium at Exposition Park – Completed 2003
Exposition Park Department of Public and Social Services – Completed 2001 Coliseum & Sports Arena Restoration Project – Completed 2000 •
•
•
•
•
•
•
LA Sports Arena – Completed 2000
Staples Center – Completed 1999
California Science Center Exposition Park – Completed 1998 The Alameda Corridor – Completed 1999
King Drew Magnet School – Completed 1999
The New Lynwood Highschool – Completed 1998
San Diego Navel Housing Chollas Heights – Completed 1998

CONFIDENTIAL

WHY CHOOSE US

R ELEVANT E XPER I ENCE
OMG, INC. is a leader in the Prevailing Wage
Compliance Industry. Our History speaks for itself!
Violating the Labor and Prevailing
Wage laws can be unintentional but
that does not always go without
consequence. Penalties can be
accrued even for unintentional
mistakes!
We provide direct compliance
guidance to our client and
subcontractors to alleviate potential
risks for all parties involved. OMG
helps mitigate your risk. You as
the Agency, Owner and GC are
ultimately responsible for any
OMG's staff is trained to enforce and penalties or fines incurred due to a identify compliance violations directly sub-contractors non-compliance. as it relates to State CA labor code,
Federal Davis Bacon laws and/or
other requirements in a clear and
concise manor.

All we want our client to worry
about during construction is
construction!
OMG has enforced labor/prevailing
wage and local hire outreach
compliance since the early 90's. We
have worked with most major
Awarding Agencies, Developers and
Prime Contractors on some of Los
Angeles most iconic buildings and
affordable housing throughout
California.

In turn our processes and best
practices have fostered great
working relationships with all
professionals in the government
funded construction Industry.

We want to help ensure your
project is in compliance from start
to finish!
1000+ 40%+
10,000+ Is the average % of
hours worked by
Local and Section 3
workers on OMG, Inc.

Projects with hiring
requirments
Successful Prevailing
Wage Labor Compliance
Projects in Los Angeles 8000+
and Surrounding areas
Individuals, OMG has
provided access to
contract awards, jobs,
or access to training
and continuing educational programs.

Number of Contractors
OMG has successfully
assisted on Prevailing
Wage Projects
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1383 October 17, 2024: Page | 38

OPPORTUNITY MARKETING GROUP, COMPLIANCE SPECIALIST

ADDITIONAL INFORMATION
Printed on: 6/19/2024 10:11:35 AM
To verify most current certification status go to: https://www.caleprocure.ca.gov Office of Small Business & DVBE Services
Certification ID: 2036190 Email Address:
[email protected] Legal Business Name:

Opportunity Marketing Group Inc. Business Web Page:

Doing Business As (DBA) Name 1: Business Phone Number:

OMG 310/815-1283
Doing Business As (DBA) Name 2: Business Fax Number:

OMG Compliance Services
Address: Business Types:
5183 Overland Ave.

Ste. A
Service
Culver City
CA 90230-6006
Certification Type Status From To
SB(Micro) Approved 11/15/2023 11/30/2025
Stay informed! KEEP YOUR CERTIFICATION PROFILE UPDATED! -LOG IN at CaleProcure.CA.GOV
Questions?
Email: [email protected]
Call OSDS Main Number: 916-375-4940
707 3rd Street, 1-400, West Sacramento, CA 95605
file:///C:/Users/klani/OneDrive/Documents/OMG INC/Corporate docs/Business Certfications/DGS SBE.html 1/1 City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1384 October 17, 2024: Page | 39

OPPORTUNITY MARKETING GROUP, COMPLIANCE SPECIALIST

ADDITIONAL INFORMATION
MS. KRISNA BENNETT
Opportunity Marketing Group, Inc.
10736 Jefferson Blvd.
#621
Culver City, CA 90230-4969
Subject: Small Business Enterprise Certification
Dear MS. KRISNA BENNETT:

We are pleased to advise you that after careful review of your application and supporting documentation, the Los Angeles County Metropolitan Transportation Authority (Metro) has determined that your firm meets the eligibility standards to be certified as a Small Business Enterprise (SBE) as required under Metro's SBE Program.

Please log into our system at https://metro.gob2g.com/L.asp?GO=677 to read and print your official certification approval letter for your records.

Congratulations, and thank you for your interest in the SBE program.

Sincerely,
Ramon Ortiz
Director, Certification & Economic Development
Los Angeles County Metropolitan Transportation Authority (Metro) Diversity & Economic Opportunity Department
https://metro.gob2g.com
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1385 October 17, 2024: Page | 40

OPPORTUNITY MARKETING GROUP, COMPLIANCE SPECIALIST

ADDITIONAL INFORMATION
Query Criteria
Certification Types: DBE
Firm Name: Opportunity Marketing Group
Firm ID 23104
DBA Name
Firm Name
Address Line1
Address Line2
City

OPPORTUNITY MARKETING GROUP

OPPORTUNITY MARKETING GROUP
3800 STOCKER STREET
#25

LOS ANGELES
State CA
Zip Code1
Zip Code2
90008
Mailing Address Line1 3800 STOCKER STREET
Mailing Address Line2 #25
Mailing City LOS ANGELES
Mailing State CA
Mailing Zip Code1
Mailing Zip Code2
Certification Type
EMail
90008
DBE
[email protected]
Contact Name
Area Code

KRISNA BENNETT
310
Phone Number
Extension
922-7629
Alt Area Code
Alt Phone Number
Extension
Fax Area Code
Fax Phone Number
310
526-6524
Agency Name
Counties

LOS ANGELES COUNTY METRO TRANSPORTATION AUTHORITY (MTA) 19;
Districts 07;

DBE NAICS

ACDBE NAICS
Work Codes
Licenses
541611; 541612; 541820;
C8700 CONSULTANT, NON ENGINEERING; C8701 BUSINESS ADMINISTRATION; I8740 MANAGEMENT & PUBLIC RELATIONS; Trucks
Gender F
Ethnicity BLACK
Firm Type DBE
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1386 October 17, 2024: Page | 41

PROJECT

SCHEDULE
City of San Bernardino, RFQual F-24-6001
SB HOPE Campus Project Schedule
#
1 Activity ID Activity Name OD Start Date Finish Date 2025 2026 Qtr 1
Jan
Qtr 1
Feb
Qtr 2
May
Qtr 3
Aug
Qtr 4
Dec Jan Mar Apr Jun Jul Sep Oct Nov Dec
San Bernardino 239 02-Dec-24 07-Nov-25
17-Mar-25
07-Nov-25, San Bernardino
2 3
Planning & Pre-Construction 73
0 02-Dec-24
02-Dec-24*
02-Dec-24
11-Dec-24
16-Dec-24
19-Dec-24
07-Jan-25
16-Jan-25
17-Mar-25, Planning & Pre-Construction
PC-010
PC-020
PC-030
PC-040
PC-050
PC-060
PC-070
Project Start Project Start
4 Production Of Construction Documents
Project Kick-Off With All Stakeholders
Demo Plan &Application Submitted
Pre-Construction Compliance Kickoff Call With All Stakeholders Rough Grading Plan &Applicantion Submitted
Permitting Of Construction Documents
31 0
15-Jan-25 Production Of Construction Documents
5 Project Kick-Off With All Stakeholders
6 0 Demo Plan &Application Submitted
7 0 Pre-Construction Compliance Kickoff Call With All Stakeholders 8 0 Rough Grading Plan &Applicantion Submitted
9 42 17-Mar-25
24-Oct-25
06-Jan-25
03-Feb-25
05-Feb-25
28-Mar-25
14-Apr-25
04-Apr-25
19-Sep-25
27-Jun-25
13-May-25
26-Sep-25
24-Oct-25
24-Oct-25
07-Nov-25
07-Nov-25
Permitting Of Construction Documents
10 11
12 13
14 15
16 17
18 19
20 21
22 23
24 Modular Build & Construction 219 16-Dec-24 24-Oct-25, Modular Build & Construction C-020
C-010
C-040
C-030
C-050
C-060
C-070
C-080
C-090
C-100
C-110
C-120
Abatement 14
24 16
42 20
5 16-Dec-24
31-Dec-24
15-Jan-25
29-Jan-25
18-Mar-25
31-Mar-25
07-Apr-25
29-Apr-25
08-May-25
14-May-25
29-Sep-25
29-Sep-25
27-Oct-25
27-Oct-25
Abatement
Long Lead Time Material Procurement
Demolition
Long Lead Time Material Procurement
Demolition
Modular Chassis Production
Site Prep & Foundations
Set First Building
Building Fit Out
Modular Chassis Production
Site Prep & Foundations
Set First Building
117
43 4
Building Fit Out
Roadway Work Roadway Work
Set Final Building
Site Grading & Utilities
Paving
Set Final Building
95 20
20 10
10 Site Grading & Utilities
Paving
Landscaping Landscaping
07-Nov-25, CFO
Certificates Of Occupancy
CFO
SC-010 Certificates Of Occupancy
*Please note the preliminary Schedule reflects the Vendor Award and Purchase Order issue date of December 2024 as per the RFQual; however, to push the schedule for early delivery, we highly recommend consideration of pre-approval for part of the entitlement work so that the Modular Fabrication Manufacturer can release the Design Consultants to start Civil and Construction Documents.

SB-01 DD: 02-Dec-24 San Bernardino - Full
City of San Bernardino, RFQual F-24-6001, Development Management Services October 17, 2024: Page | 42 Packet Page. 1387

STANDARD HOURLY

RATE SCHEDULE
Effective January 1, 2024
The following standard rate schedule for fee agreements is valid for the current calendar year. Any changes in this rate of compensation or reimbursement shall be subject to a specific agreement between CREDE and the City of San Bernardino (client).

CLASSIFICATION RATE
Principal $625
Managing Director
CFO
$350
$350
$350
$350
$300
$300
$225
$185
$185
$185
$145
$115
COO
Senior Development Manager
Development Manager
Project Executive
Senior Project Manager
Project Manager
Scheduler
Financial Analyst
Assistant Project Manager
Project Coordinator
Administration $110
Accounting $105

REIMBURSABLE EXPENSE RATES
Shall be provided in accordance with the schedule attached. The following are examples of allowable reimbursable expenses and, if applicable, ordinary third-party costs and fees shall include:

1. CREDE’s models and renderings requested and approved in writing by the Client.

2. Permits and fees required by Governmental Agencies.

3. Out-of-state travel, including mileage, lodging, meals, parking, and entertainment with the Client’s prior approval.

4. Project-related meals or special event with the Client’s prior approval.

5. Local transportation (at Federal Mileage Rate) to or from Jobsite as agreed upon by the Client.

Allowable reimbursable expenses, receipts are required to be submitted with all invoices for reimbursable expenses.

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1388 October 17, 2024: Page | 43
The following are not considered reimbursable expenses:

1. Local telephone and facsimile charge.

2. In-house color or b/w printing (small format).

3. Meals and entertainment unrelated to project meetings or special event.

4. Large-format reproductions, photocopying, printing, and plotting, including presentation boards.

Rates charged to be compared to those charged by commercial specialist companies.

5. Presentation preparation costs, including binding and printing.

6. Drawings and Specifications.

7. Messenger delivery, overnight shipping, or postal charges for reports, drawings, and specifications.

CREDE shall not be compensated for any services performed that are outside the Scope of Services or over and above the Contract Sum, except to the extent such services are the subject of a written Change Order or Modification, and designated as “Additional Services,” signed by both the Client and CREDE before CREDE performs the Services.

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1389 October 17, 2024: Page | 44

CERTIFICATE OF

INSURANCE
CREDEMP-01 JMARTIN

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
10/11/2024
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.

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).

PRODUCER CONTACT Jeremy Martin NAME:

Bryson Casualty Insurance Services Inc
3777 Long Beach Blvd
5th Floor

PHONE FAX
(A/C, No, Ext): (A/C, No):

E-MAIL
ADDRESS: [email protected]
Long Beach, CA 90807
INSURER(S) AFFORDING COVERAGE NAIC #
INSURER A : Berkley Assurance Company
INSURED INSURER B : Texas Insurance Company 16543
CREDE Construction Advisory, LLC Trisura Specialty Insurance Cmopany 18301 Von Karman, Ste 510
Irvine, CA 92612
INSURER C :

INSURER D :

INSURER E :

INSURER F :

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

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.

INSR
LTR

ADDL SUBR

INSD WVD

POLICY EFF POLICY EXP TYPE OF INSURANCE POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) LIMITS A X 1,000,000
100,000
COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $
CLAIMS-MADE X OCCUR VUMB0206335 9/15/2024 9/15/2025 DAMAGE TO RENTED X X
X PREMISES (Ea occurrence)
MED EXP (Any one person)

PERSONAL & ADV INJURY

GENERAL AGGREGATE
$
$
$
$
$
$
$
$
$
$
$
$
$
$
5,000
1,000,000
2,000,000
2,000,000
GEN'L AGGREGATE LIMIT APPLIES PER:

X X PROJECT POLICY X
OTHER:

LOC PRODUCTS - COMP/OP AGG
A
A

COMBINED SINGLE LIMIT
(Ea accident) AUTOMOBILE LIABILITY 1,000,000

ANY AUTO X
X
VUMB0206335
VUMB0206345
9/15/2024 9/15/2025 BODILY INJURY (Per person)
OWNED

AUTOS ONLY

SCHEDULED
AUTOS BODILY INJURY (Per accident)

X PROPERTY DAMAGE
X

HIRED X NON-OWNED
AUTOS ONLY AUTOS ONLY (Per accident)
X 5,000,000
5,000,000

UMBRELLA LIAB

EXCESS LIAB

OCCUR EACH OCCURRENCE
X AGGREGATE CLAIMS-MADE 9/15/2024 9/15/2025
DED RETENTION $
PER OTHER

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY STATUTE
Y / N

ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
E.L. EACH ACCIDENT $
$
$
N / A
(Mandatory in NH) E.L. DISEASE - EA EMPLOYEE
E.L. DISEASE - POLICY LIMIT
If yes, describe under
DESCRIPTION OF OPERATIONS below
B
C
Prof. Liability BFLPMLTCA011300_021902_01 12/14/2023 12/14/2024 Each Claim/Aggregate 2,000,000 Cyber Liability AB662009403 3/15/2024 3/15/2025 Each Claim/Aggregate 3,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) The City of San Bernardino, its elected and appointed officials, officers, employees, agents, and volunteers are included as additional insureds with regard to commercial general liability and hired/non-owned automobile liability insurance, on a primary and non-contributory basis, as required by written contract. A waiver of subrogation applies in favor of the additional insured with regard to commercial general liability and hired/non-owned automobile liability insurance, as requried by written contract.

CERTIFICATE HOLDER CANCELLATION

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN The City of San Bernardino ACCORDANCE WITH THE POLICY PROVISIONS. 290 North D Street
San Bernardino, CA 92401

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1390 October 17, 2024: Page | 45

PREQUALIFICATIONS CERTIFICATIONS
FEDERAL PAGE 2 , PAGE 1 IN STR UCTIONS OMITTED
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PREQUALIFICATIONS CERTIFICATIONS
FEDERAL PAGE 3
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PREQUALIFICATIONS CERTIFICATIONS
FEDERAL PAGE 4
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1393 October 17, 2024: Page | 48

PREQUALIFICATIONS CERTIFICATIONS
FEDERAL PAGE 5
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1394 October 17, 2024: Page | 49

PREQUALIFICATIONS CERTIFICATIONS
FEDERAL PAGE 6
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1395 October 17, 2024: Page | 50

PREQUALIFICATIONS CERTIFICATIONS
FEDERAL PAGE 7
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1396 October 17, 2024: Page | 51

PREQUALIFICATIONS CERTIFICATIONS
FEDERAL PAGE 9, PAGE 8 INSTRUCTIONS OMITTED

NON-LOBBYING CERTIFICATION FOR FEDERAL-AID CONTRACTS
The prospective participant certifies, by signing and submitting this document, to the best of his or her knowledge and belief, that:
(I) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting toinfluencean officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions.

This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.

The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly.

Business Name: �C��ꢀꢁGꢂ'�O�G�----------------------
Date: -ꢀ/ v½_Iꢁ_�[_L_jꢂ--- By: !h� ꢂ
Lꢁ�1
�'
ꢀ
l ꢀ Cꢀ ꢁ Name an� itle of Authorized Representative
Signattff�Authorized Representative
9 of 10
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1397 October 17, 2024: Page | 52

PREQUALIFICATIONS CERTIFICATIONS
FEDERAL PAGE 10, PAGE 11 INSTRUCTIONS OMITTED
Does not apply. No lobbying activities.

DISCLOSURE OF LOBBYING ACTIVITIES
COMPLETE THIS FORM T DISCLSE BBYG ACTIVITIES PURSUANT TO 31 U.S.C. 1352

1. Type of Federal Action: 2. Status ofFederal Ao 3. Report Type:
□ □a. bid/offer/application
b. initial awad
c. pst-awad
D a. initial
b. material chang
a. contract
b. grat
c. coopeativ agreement
d. loan For Material Change Only:
year __ q ___
date olast report _ _ _
. loan guarantee
lo insurace

4. Name and Address ofReporting Entity 5. If Reporting Entity in No. 4 is Subawardee, Enter Name and Address ofPrime: DPrime DSubawarde
Tier ifknow
Congressional District, ifknow: ____
Federal Department/Agency:

Congressional District, ifknow: _ __ _

6. 7. Federal Program Name/Description:

CFDA Number, ifapplicabl_______ __

9. Award Amount, if kow:
,

8. Federal Action Number, iknown:
$

10.a. Name and Address of Lobby Registrant
(If individual, lat name, fist name, MI)

10.b. Individuals Performing Services
(includg address ifdifferent No. I0)
(last am, first MI)
(attach Continuation Sheet(s)
requeted through his
is
Signature: - ---------- -
authorized by Title 31 U.S.C. Secto 1352.

This of lbbyig activitie is a

of fact upon whch
relance w
paced by the tier above when his trnsction
was
mde or entred int. Ths disclsure is
required
pursuant to 31 U.S.C. 1352. This

b available rpublicispection. Any peon
who
file the required discosure shll be
subject
to a civil penlty of nt e than $I0,000
and ot
more than $100,000 reach such failure.

Print Name: ______________-
,
Title:---------------- ,
Tlephoe No.: ____ Date:

Authorizd Local Reproduction
Federal Use Only: Standard Form-LLL (Rev. 7-97)
10 of 10
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1398 October 17, 2024: Page | 53

HUD PACKET ATTACHMENT FORMS
PAGE 1
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1399 October 17, 2024: Page | 54

HUD PACKET ATTACHMENT FORMS
PAGE 2
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1400 October 17, 2024: Page | 55

HUD PACKET ATTACHMENT FORMS
PAGE 3
San Bernardino Hope Campus, Number TBD
San Bernardino, CA
TBD until work commences.

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1401 October 17, 2024: Page | 56

HUD PACKET ATTACHMENT FORMS
PAGE 4

BIDDERS QUESTIONNAIRE
Fill out all the following information and submit with Bid Proposal: FORM I
Bidder/Contractor's Name: C
Business Address: J 1, S- Lu , q1 I
N3I
I
Telephone Number: Email:
#: NA
Class:
f

,

f
,
u
California State Contractor's License Number

and Class:

I
Tax Identification Number: -

a335JJ
I
DIR Contractor Registration Number: (Please see below*) I
UEI Number:
□
A
YES #: Business License: Do you currently have an active City Business License? NO
w• X
I
Number of years of experience the company has as a contractor:

DIR Contractor Worker(s) Classification (s)
(e.g. laborer, electrician, cement mason etc.) (TBD up registration. Please see below*) □YES NO
Has the company or any principal having an
interest in this Bid ever failed to complete a If yes, explain:
project?
Has the company or any principal having an YES □No
interest in this Bid ever been terminated for
• r

I
cause, even if was converted to a "termination of If yes, e lain:

convenience"
l lv •y '
0 • ,(, (
(Please see below**)
Oindividual OPartnership mied Liability Company Type of Firm:

Ocorporation (State ) Ooher (specify)
*CREDE is in the process of applying for DIR Registration. However, the DIR is undergoing system maintenance and has issued:
1) NOTIFICATION PAUSING eCPR ENFORCEMENT - 1771.4(a)(3); and 2) System Maintenance Notice
For more information, please see: https://www.dir.ca.gov/Public-Works/PublicWorks.html. **CREDE Legacy Holdings, via BayView Senior Living, filed a claim against a private individual, LP Investor Ron Thauer, for specific performance for not providing agreed and promised funding. This dispute is related to Ron Thauer’s investment and is unrelated to provisions of project management services for any of our clients.

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1402 October 17, 2024: Page | 57

HUD PACKET ATTACHMENT FORMS
PAGE 5
D Minority Business Enterprise(MBE)
D Women Business Enterprise (WBE)
Small Disadvantaged Business (SDB)
Veteran OwnedBusiness
D
D
D

Dsabled Veteran Owned Business
None Appy
.
. .... . '
• List a.least three rapojects completed he last i e
(S)years: -.
• •
'
.
·_ ,
. .':,
f
. ·:
.••
'· C'
;
..
· . -,• -
_•:_
,, , .

1. Name of Project:

Conac:

Seminole Springs Modular Home Park (staff: Yonas Misgina) To be provided upon request. I Phone: To be provided upon request.

Locaion of Projec (City/State): Agoura,
CA I Date Compleed: Total Development
Cost $$56.56M Conact Amount: 2021
Brief Description of Work:

Modular home park included building construction and street improvements.

Repairs were made to the storm drains, and water, gas, and sewer pipelines were upgraded.

2. Name of Project:El Verano Apartments (staff: Miguel Garcia and Krisna Bennett) ConacAndy Nogal, Dep. Dir. Community & : IPhone:

Economic Dev., City of Anaheim 714-765-4368
Location of Projec
(Cy/State): I
Anaheim, CA
Contact Amoun: Total Development Dae Completed: 2021 Cost $23.4 Million.

Bref Descripon of
Work: Development of a 54-unit senior and homeless senior community, comprised of 50% low-income seniors and 50% formerly homeless seniors. The project was funded through 9% Low-income Housing Tax Credits.

3. Name of Projec:

I
Enlightenment Plaza (staff: OMG/Krisna Bennett)
Conact:Darryl Embry, Sr. Proj. Mgr Phone:
909-979-9844 Sinanian Construction
Locaion of Project
(City/Sate): I
Los Angeles, CA
TotalDevelopment
Cost $45M Contact Amoun: Dae Compeed: In
Progress Brief Description of Work:
454-units, w/managers units, of 100% affordable Permanent Supportive Housing with onsite, wraparound services. Amenities include a resident garden, lounge areas, a gym, a computer lab, and transportation, plus onsite housing for case managers and staff.
.. Surety Company that will provide all Insurance Requirements:
: . • . _: . • . ' ' ,. ' .

Name of Surety: Bryson Casualty Insurance Services, Inc.

Address: 3777 Long Beach Blvd, 5th Floor, Long Beach, CA 90807 Jeremy Martin, Account Executive, Property & Casualty Surety Company:Phone: (562) 617-0314 direct City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1403 October 17, 2024: Page | 58

HUD PACKET ATTACHMENT FORMS

NOTICE OF DIR PENDING REGISTRATION AND DELAY
CREDE’s Department of Industrial
Relations registration application is
pending (see below).

The DIR is undergoing system
maintenance and has issued:
■ NOTIFICATION PAUSING eCPR
ENFORCEMENT - 1771.4(a)(3); and
■ System Maintenance Notice.

For more information, please see
https://www.dir.ca.gov/Public-Works/
PublicWorks.html.

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1404 October 17, 2024: Page | 59

HUD PACKET ATTACHMENT FORMS
PAGE 6

NON-SEGREGATED FACILITIES CERTIFICATION

FEDERALLY-ASSISTED CONSTRUCTION PROJECTS
The federally-assisted construction contractor certifies that he/she DOES NOT and WILL NOT:

1. Maintain or provide, for his/her employees any segregated facilities at any of his/her establishments.

2. Permit his/her employees to peorm their services at any location, under his/her control, where segregated facilities are maintained.

The federally-assisted contractor agrees that a breach of this certification is a violation of the Equal Opportunity Clause in this contract. As used in this certification the term segregated facilities means any waiting room, work areas restrooms and washrooms, restaurants and other eating areas time clocks locker rooms and other storage or dressing areas parking lots, drinking untains recreation or entertainment areas, transportation and housing facilities provided for employees which are segregated by explicit directive or are in fact segregated on the basis of race, creedcolor or national origin because of habit local custom or otherwise.

The federally-assisted contractor agrees that (except where he/she has obtained identical certifications from proposed subcontractors for specific time periods) he/she will obtain identical certifications from proposed subcontractors prior to the award of subcontracts exceeding $10000 which are not exempt from the provisions of the Equal Opportunity Clause, and that he/she will retain such certifications in his/her files.

NOTE: The penalty for making false statements in offers is prescribed in 18 U.S.C. 1001.

Date: I / Project Number: _TB_ D_ ________
I
Company: --------------------------
Address: /3 ~ • ?
By: U
Title: G
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1405 October 17, 2024: Page | 60

HUD PACKET ATTACHMENT FORMS
PAGE 7

CERTIFICATION

WITH REGARD TO THE PERFORMANCE OF PREVIOUS CONTRACTS OR

SUBCONTRACTS SUBJECT TO THE EQUAL OPPORTUNITY CLAUSE AND

THE FILING OF REQUIRED REPORTS
Theidder, □proposed sub-contractor, ereby certifies tat e/se □as, as not, participated in a previous contract or subcontract subject to te Equal Opportunity Clause, as required by Executive Orders 10925, 11114, or 11246, and tat e/s as, as not, filed wit te Joint Reporting Committee, te Director of te Office of Federal Contract Compliance, a Federal Government contracting or administering agency, or te former President's Committee on Equal Employment Opportunity, all reports due under te applicable filing requirements.

Date: /v(i Project Number: __TB_D_ __ Contract Award: $ TBD ------- Awarding Agency: Gt A s L
Contractor Name:

Affiliate Company:

Total Number of Employees J
G l1 p
By:

Title:

NOTE: The above certification is required by the Equal Employment Opportunity Regulations of the Secretary of Labor (41 CFR 60-1.7(b)(1), and must be submitted by bidders and proposed subcontractors only in connection with contracts and subcontracts which are subject to the equal opportunity clause. Contracts and subcontracts which are exempt from the equal opportunity clause are set forth in 41 CFR 60-1.5 (Generally only contracts or subcontracts of $10,000 or under are exempt).

Proposed prime contractors and subcontractors who have participated in a previous contract or subcontract subject to the Executive Orders and have not filed the required reports should note that 41 CFR 60-1.7(b)(1) prevents the award of contracts and subcontracts unless such contractor submits a report covering the delinquent period or such other period specified by the U.S. Department of the Interior or by the Director, Office of Federal Contract Compliance, U.S.

Department of Labor.

SF-100(EEO-1) must be filed by:
(A) All private employers who are:
(1)
(2)
Subject to Title VII of the Civil Rights Act of 1964 (as amended) with 100 or more employees.

Subject to Title VII who has fewer than 100 employees, if the company is owned or affiliated with another company, or there is centralized ownership, control or management so that the group legally constitutes a single enterprise, and the entire enterprise employs a total of 100 or more employees. (B) All federal contractors (private employers), who:
(1)
(2)
Are not exempt as provided for by 41 CFR 60-1.5
Have 50 or more employees, and
a. Are prime contractors or first-tier subcontractors, and have a contract, subcontract, or purchase order amounting to $50,000 or more; or
b. Serve as a depository of Government funds in any amount, or c. Is a financial institution, which is an issuing, and paying agent for U.S. Savings Bonds and Notes.

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1406 October 17, 2024: Page | 61

HUD PACKET ATTACHMENT FORMS
PAGE 8

CERTIFICATION REGARDING LOBBYING
Certification for Contracts, Grants, Loans, and Cooperative Agreements The undersigned certifies, to the best of his or her knowledge and belief, that:
(1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in accordance with its instructions. (3) The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,00 O and not more than $100,000 for each such failure.

The undersigned states, to the best of his or her knowledge and belief, that:

If any funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this commitment providing for the United States to insure or guarantee a loan, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in accordance with its instructions. Submission of this statement is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, U.S. Code. Any person who fails to file the required statement shall be subjec t to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
* CONTRACTOR/SUBCONTRACTOR
I EG I
* PRINTED NAME AND TITLE OF AUTHORIZED REPRESENTATIVE
I l • First Name:I
Middle Name:

I
I I Prefix: lk , 1/
I
Suffix:

I
I I
• Last Name:
• Title:I cu I
• SIGNATURE: I / I I I
• DATE: (:

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1407 October 17, 2024: Page | 62

HUD PACKET ATTACHMENT FORMS
PAGE 9

WORKER'S COMPENSATION CERTIFICATION
I certify, by signature below, that I am aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for worker's compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.

Project Number: __TB_D _______
Project Name: J -0 -S ________
1 = I
✓

Company Name: _GG=-oS-=------------------
Address: / 3 U S ,
Print Name: _G_o_/ ---__,_________
________
1 Title:

Signature:

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1408 October 17, 2024: Page | 63

HUD PACKET ATTACHMENT FORMS
PAGE 10

DECLARATION OF INTENT TO COMPLY WITH
SECTION 3 REQUIREMENTS
As a minimum requirement for consideration of a contract award, the Bidder/Proposer shall declare his/her intent to comply with Section 3 (24 CFR 75) of the Housing and Urban Development Act of 1968, as amended (Section 3). The Bidder/Proposer is obliged, to the greatest extent feasible, to give opportunities for training and employment to low-income and very low-income persons residing in the service area or neighborhood in which the covered Section 3 project/service is located, and/or to award subcontracts to other Section 3 business concerns that provide economic opportunities for Section 3 workers and Targeted Section 3 workers.

Bidder/Proposer agrees that, as a condition of responsiveness to the solicitation and prior to recommendation for contract award by the Local Contracting Agency (LCA),he/she will agree to comply with the Section 3 requirements by including the Section 3 contract language in the contract, to the greatest extent feasible, to meet the Section 3 benchmarks and report all accomplishments with required documentation on a quarterly basis for the duration of the contract.

The Section 3 benchmarks apply to all Section 3 covered contracts as follows:
• Public housing financial assistance benchmarks:
o Section 3 workers: 25% or more for the total number of labor hours worked by all workers employed, and
o
Targeted Section 3 workers: 5% or more of the total number of labor hours worked by all workers employed of which is included as part of the 25% threshold in the previous bullet.
• Community development financial assistance benchmarks:
o
Section 3 workers: 25% or more for the total number of labor hours worked by all workers employed on a Section 3 project, and
o
Targeted Section 3 workers: 5% or more of the total number of labor hours worked by all workers employed on a Section 3 project of which is included as part of the 25% threshold in the previous bullet.

Failure of the Bidder/Proposer to agree to comply with the Section 3 requirements and reporting obligations shall be grounds for determining the Bidder/Proposer nonresponsive, and no further consideration for contract award shall be granted.

I declare under penalty ofperju under the laws of the State ofCaliia that we agree to comply with the Section 3 requirements as stated above.

JO/ V S
Name of Contractor/Subcontractor Address ,L
Print Na e Title
w
Signa
Declaration of Intent to Comply with Section 3 Requirements Rev. 9.1.21 City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1409 October 17, 2024: Page | 64

HUD PACKET ATTACHMENT FORMS
PAGE 11
SECTION 3 BUSINESS CONCERN CERTIFICATION
Business Name:

Address:

City/State/Zip Code: , vA 5GL

Telephone Number: 5 I t v Email Address: Gr, ·
d
1 This business is a Section 3 business concern based on one of the following categories, as documented:
□ A. Business is 51 % or more owned by low- or very low-income persons, (Attach a Section 3 Worker Certification(s) for each owner to this certification.) □ B. Over 75 percent (75%) of the labor hours performed for the business over the prior three-month period are performed by Section 3 workers, Provide the following information for the prior three-month period:
•
•
•
Indicate total number of labor hours performed by Section 3 workers: __Hours Indicate total number of labor hours performed by all workers:

Calculate the percentage of labor hours by Section 3 workers:
__Hours
___%
(Attach the Section 3 Worker Certifications and Section 3 Labor Hours Reports.) □ C. Business is 51 % or more owned and controlled by current public housing residents or residents who currently live in Section 8-assisted housing. (Attach proof of public housing or Section 8-assisted housing residence.) D. The above-mentioned business firm is not a Section 3 business concern, but commits to the Section 3 goal:

Submit Notice of Section 3 Commitment Form
(NOTE: FAILURE OF THE BUSINESS TO PROVIDE THE REQUIRED DOCUMENTATION AS NOTED ABOVE SHALL BE GROUNDS FOR THE LCA TO DETERMINE THE BUSINESS A NON-SECTION 3 BUSINESS CONCERN.)
I declare under penalty ofperju under the laws of the State of Caliia that the ination stated above is true and coect.
/01 !7/
Signat Title Da

TO BE COMPLETED BY LOCAL CONTRACTING AGENCY
This business meets the following category: STAFF
□ 51% owned by low- or very low-income persons,
□ 75% of labor hours performed by Section 3 workers, or □ 51% currently owned and controlled by public housing or Section 8-assisted housing residents. □ None of the ave
Approved by: Print Name ,__________ Signature:___________ Date:____ ( ) Section 3 Business Concern Certification Rev. 9.1.21
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1410 October 17, 2024: Page | 65

HUD PACKET ATTACHMENT FORMS
PAGE 12
NOTICE OF SECTION 3 COMMITMENT
TO:
(Name of Labor Union, Workers Representative, etc.
(Address)
Name of Business _______ (Contractor): -? ·_D G_____________ Project Name: l3 /✓
reject Number: __T_
B_D
______
The Undersigned currently holds a contract with __________________ involving Block Grant (CDBG) funds from the U.S. Department of Housing and Urban Development TBD or a subcontract with a prime contractor holding such contract.

You are advised that under the provisions of the above contract or subcontract and in accordance withSection 3 of the Housing and Urban Development Act of 1968, the undersigned is obligated to the greatest extent feasible, to give opportunities for employment and training to lower income residence of the CDBG-assisted project area and to award contracts for work on the project to business concerns which are located in or are owned in substantial part by project area residence.

Regarding employment opportunities forSection 3, the minimum number and job titles are:

Number Job Classification
TBD
Regarding job referrals, request that consideration be given, to the greatest extent feasible, to assignment of persons residing in the service area or neighborhood in which the project is located.

The anticipated date the work will begin is______ For additional information, you may Approx Dec. 2024 contact -e,s-on·,-m-e----- ------T.-e at_ _______
____
P
This notice is furnished to you pursuant to the provisions of the above contract or subcontract and Section 3 of the Housing and Urban Development Act of 1968.Copies of this notice will be posted by the undersigned in conspicuous places available to employees or applicants for employment.

I 1t , (-S t1 - f (Print Name)
By: _f/'<
G
r· I (Date) (Title)
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1411 October 17, 2024: Page | 66

HUD PACKET ATTACHMENT FORMS
PAGE 13
Not available at time of RFQual
SECTION 3 INCOME
Printed on: CERTIFICATION Effective Date:

INSTRUCTIONS: A Section 3 worker seeking certification shall self-certify and submit this form to the recipient contractor or subcontractor, that the person is a Section 3 worker or Targeted Section 3 Worker as defined in 24 CFR Part 75. This is a written statement from the beneficiary documenting the definition used to determine "Annual (Gross) Income". To complete this statement, fill in the blank fields below, then sign this statement to certify that the information is complete and accurate, and that source documentation will be provided upon request.

BASIC INFORMATION:

Last Name: First Name:

Address:

ENTER/SELECT THE APPROPRIATE INFORMATION TO CONFIRM YOUR WORKER STATUS.

1. Are you a resident of public housing or a housing choice Voucher Holder (Section 8)?

2. Are you a Youth Build participant?
□ YES
□ YES
□ YES
□ NO
□ NO

3. Do youlive within onemile of the Project? □ NO
DEFINITION OF INCOME:

HUD 24 CFR Part 5
Low-incomeperson means individuals whose incomes do not exceed 80 percent of the median income for the area.

Very low-income person means individuals whose incomes do not exceed SO percent ofthe median family income for the area.

To verify Income Limits by Area: https://www.huduser.gov/portadatasets/i1.html#2021 *Please note that HUD updates income limits annually
In the field below, select the amount of individual(employee only) income you believe you earn on an annual basis. □ Less than $20,000 □$35,001 - $40,000 □$55,001 - $60,000 $40,001 - $45,000
$45,001 -$50,000
$50,001 -$55,000
□$20,001 - $25,000
□$25,001 - $30,000
□$30,001 - $35,000
□ □$60,001 -$65,000
$65,001 - $70,000
□
More than$70,000
□ □
□
INCOME INFORMATION:

Annual gross income (Individual/ One Person) = $ ___________ IDENTIFY COUNTY:

D Los Angeles County D Orange County D Riverside County D San Bernardino County 1 City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1412 October 17, 2024: Page | 67

HUD PACKET ATTACHMENT FORMS
PAGE 14
Not available at time of RFQual

CERTIFICATIO

N THIS SECTION MUST BE COMPLETED BY THE AUTHORIZED BUSINESS OWNER/AGENT The above-named personis: An applicant D A permanent full-time D A new hire/employee D I certify that this person's annual gross income is/will be:

This person's work Classification is: Date of hire:

Business Name Printed Name ofOwner /Agent Signature ofOwner/Agent Date 'EMPLOYERS MUST RETAIN THIS FORM IN THEIR SECTION 3 COMPLIANCE FILE FOR FIVE YEARS.

I certify that this information is complete and accurate. I agree to provide, upon request, documentation on all income sourcesto the HUD Grantee/Program Administrator.

Printed Full Name Signature Date:

WARNING: The information provided on this form is subject to verification by HUD at any time, and Title 18, Section 1001 of the U.S. Code states that a person is guilty of a felony and assistance can be terminated for knowingly and willingly making a false or fraudulent statement to a department of the United States Government.

THIS SECTION MUST BE COMPLETED BY LABOR COMPLIANCE
AGENCY
The above individual is D A Section 3 worker who currently fits or when hired within the past five years fit at least one of the following (Check the applicable statement below):
categories, as documented:
1) The worker's income for the previous or annualized calendar year is below the income limit established by HUD.
2) The workeris employed by a Section 3 business concern. 3) The worker is a YouthBuild participant.

D A rgetedSection 3 worker who currently fits at least one of the following categories, as documented:
1) A worker employed by a Section 3 business concern; or 2) A worker who currently fits or when hired fit at least one of the followingcategories, as documented within the past five years:
a. Living within the service area or the neighborhood of the project. b. A YouthBuild participant.

D Not a Section 3 worker or Targeted Section 3 worker.

Initial:
2 City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1413 October 17, 2024: Page | 68

HUD PACKET ATTACHMENT FORMS
PAGE 15
Not available at time of RFQual

QUALITATIVE EFFORTS FOR

CONTRACTORS
□ Engaged in outreach efforts to generate job applicants who ae Targeted Section 3 workers.

Date of Outreach
E
Address of Outreach o
□
□
□
Provided training or apprenticeship opportunities.

Date of Traiaiog Add, of Tra<aiog
I I
Provided technical assistance to help Section 3 workers compete for jobs (e.g., resume assistance, coaching).

Date of Technical Assistance Address of Technical Assistance Provided or connected Section 3 workers with assistance in seeking employment including: drafting resumes, preparing interviews, and finding job opportunities connecting residents to job placement services.

Date of Workers Assistance Address of Workers Assistance □ Held one or more job fais.

Date of Job Fair Address of Job Fair
I I
□ Provided or referred Section 3 workes to services supporting work readiness and retention (e.g., work readiness activities, interview clothing, test fees, tansportation, childcare).

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1414 October 17, 2024: Page | 69

HUD PACKET ATTACHMENT FORMS
PAGE 16
Not available at time of RFQual
Date of Referral Type of Seice Provided or Referred
□
Provided assistance to apply for/or attend community college, a four-year educational institution, or vocational/technical training.

Date of Assistance Type of Educational Assistance Pded
□
□
□
Assisted Section 3 workers to obtain financial literacy training and/or coaching.

Date of Assistance Type of Training/Coaching Provided
Engaged in outreach efforts to identify and secure bids from Section 3 business concerns.

Date of Outreach Description of Outreach
Provided technical assistance to help Section 3 business concernsunderstand and bid on contracts.

Date of Technical Assistance Name of Business Concern
□
Divided contracts into smaller jobs to facilitate participation by Section 3 business coNnamceernosf.Business Concern
I
□
Provided bonding assistance, guaranties, or other effos to support viable bids from Section 3 business concerns.

Name of Business Concern Description of Assistance
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1415 October 17, 2024: Page | 70

HUD PACKET ATTACHMENT FORMS
PAGE 17
Not available at time of RFQual
□ Promoted use of business registries designed to create opportunities for disadvantaged and small businesses.

Date of Activity Name of Business Registry
□ Outreach, engagement, or referrals with the state one-stop system as defined in Section 121(e)(2) of the Workforce Innovation and Opportunity Act 17.

Date of Activity Description of Activity
□ Other: ---------------------------
Date of Activity Description of Activity
I
Contractor/Subcontractor Name Signature Date:

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1416 October 17, 2024: Page | 71

RFQUAL EXHIBIT D FORMS
ATTACHMENT 2
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1417 October 17, 2024: Page | 72

RFQUAL EXHIBIT D FORMS
ATTACHMENT 3
N/A - No Exemption, Not on List
City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1418 October 17, 2024: Page | 73

RFQUAL EXHIBIT D FORMS
ATTACHMENT 4
ATTACHMENT 4

NON-COLLUSION DECLARON

TO BE EXECUTED BY MODULAR COMPANY AND SUBMITTED WITH PROPOS AL The undersigned declares:

I am the _C_______ of £ , the pay making the foregoing
proposal.

The proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The proposal is genuine and not collusive or sham. The respondent has not directly or indirectly induced or solicited any other respondent to put in a false o sham proposal. The respondent has not directly or indirectly colluded, conspired, connived, or agreed with any respondent or anyone else to put in a sham proposal, or to refrain from responding. The respondent has not in any manner, diectly or indirectly, sought by ageement, communication, or conference with anyone to fix the proposal price of the respondent or any other espondent, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other respondent. All statements contained in the proposal are true. The respondent has not, directly or indirectly, submitted his or he proposal price or any beakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partneship, company association, organization, proposal depository, o to any member or agent thereof to effectuate a collusive or sham proposal and has not paid, and will not pay, any person or entity for such purpose.

Any person executing this declaration on behalf of a espondent that is a cooation, partnership, joint venture, limited liability company, limited liability partneship, o any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the respondent.

I declare under penalty of perju under the laws of the State of California that the foregoing is true and correct and that this declaation is executed on /01 /; [date], ' 7 at kh [city], [state].

Signed:

Print Name &l ) uv,

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1419 October 17, 2024: Page | 74

RFQUAL EXHIBIT D FORMS
ATTACHMENT 5
ATTACHMENT 5

PUBLIC WORKS CONTRAC TOR REGISTRION CERTIFIC ATION
Pursuant to Labor Code sections 1725.5 and 1771.1, all contractors and subcontractors that wish to bid on, be listed in a bid proposal, or enter into a contract to perform public work must be registered with the Department of Industrial Relations. See http://wdir.cagov/PublicWorks/PublicWorkshtml for additional information.

No bid will be accepted nor any contract entered into without proof of the contractor's and subcontractors' current registration with the Department of Industrial Relations to perform public work.

Bidder hereby certifies that it is aware of the registration requirements set forth in Labor Code sections 1725.5 and 1771.1 and is currently registered as a contractor with the Department of Industrial Relations.

Name of Bidder:

DIR Registration Number: CREDE is in the process of applying for DIR Registration. However, the DIR is undergoing system maintenance and has issued a 1) NOTIFICATION PAUSING eCPR ENFORCEMENT - 1771.4(a)(3); and 2) System Maintenance Notice. For more information, please see https://www.dir.ca.gov/Public-Works/PublicWorks.html. Bidder further acknowledges:
(1) Bidder shall maintain a current DIR registration for the duration of the project. (2) Bidder shall include the requirements of Labor Code sections 1725.5 and 1771.1 in its contract with subcontractors and ensure that all subcontractors are registered at the time of bid opening and maintain registration status for the duration of the project.

Name of Bidder___t_2_G_6E-______________
Signature )
Name and Title
1 •
Dated //// 6

City of San Bernardino, RFQual F-24-6001, Development Management Services Packet Page. 1420 October 17, 2024: Page | 75
18301 Von Karman Ave
Suite 510
Irvine, CA 92612
(949) 542-4400
credegroup.com
Packet Page. 1421